1,024 material Form 8-K filings that 799 companies we cover made with the SEC in August 2025, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Gap Inc. reported second quarter fiscal 2025 results for the period ended August 2, 2025. Net sales were flat at $3.7 billion and diluted earnings per share rose 6% to $0.57, while gross margin fell 140 basis points to 41.2%. The company reaffirmed its fiscal 2025 net sales growth outlook of 1% to 2%.
Diluted EPS of $0.57 versus $0.54 a year earlier; net income of $216 million versus $206 million
Net sales of $3.7 billion were flat year over year; comparable sales rose 1%
Gross margin of 41.2% decreased 140 basis points; operating income of $292 million was flat with $293 million a year earlier
Returned $144 million to shareholders in the quarter; board approved a third quarter fiscal 2025 dividend of $0.165 per share
Ulta Beauty reported second-quarter fiscal 2025 results for the period ended August 2, 2025, with net sales up 9.3% to $2.8 billion and diluted earnings per share up 9.1% to $5.78. The company also raised its full-year fiscal 2025 outlook, including diluted earnings per share of $23.85 to $24.30, up from $22.65 to $23.20. Operating margin declined to 12.4% from 12.9% a year earlier.
Comparable sales rose 6.7% in the quarter, compared with a 1.2% decrease a year earlier.
Net income was $260.9 million, or $5.78 per diluted share, compared with $252.6 million, or $5.30 per diluted share.
Fiscal 2025 comparable sales outlook raised to 2.5% to 3.5% from 0% to 1.5%; net sales outlook raised to $12.0 billion to $12.1 billion from $11.5 billion to $11.7 billion.
Results include Space NK since its July 10, 2025 acquisition; the company drew $289.1 million on its revolving credit facility to fund it.
Ollie's Bargain Outlet reported second-quarter fiscal 2025 net sales of $679.6 million, up 17.5% from a year earlier, and diluted earnings per share of $0.99, up from $0.79. The company raised its fiscal 2025 net sales, earnings per share and comparable store sales outlook, which gives shareholders a higher expected range for the full year.
Net sales were $679.6 million for the 13 weeks ended August 2, 2025, up from $578.4 million; comparable store sales rose 5.0%.
Net income was $61.3 million, or $0.99 per diluted share, versus $49.0 million, or $0.79, a year earlier; adjusted EPS was $0.99 versus $0.78.
Fiscal 2025 adjusted EPS outlook was raised to $3.76 to $3.84 from $3.65 to $3.75; net sales outlook was raised to $2.631 billion to $2.644 billion from $2.579 billion to $2.599 billion.
The company opened 29 stores in the quarter, ending with 613 stores in 34 states, and raised its fiscal 2025 store opening target to 85 from 75.
Phibro Animal Health reported fiscal fourth-quarter and full-year results for the year ended June 30, 2025, with net sales of $1,296.2 million (up 27%) and net income of $48.3 million (up from $2.4 million). The company also issued fiscal 2026 guidance calling for net sales of $1.43 billion to $1.48 billion and net income of $73 million to $83 million, and the results and guidance were released in a press release furnished as Exhibit 99.1.
Q4 net sales were $378.7 million, up 39%, and diluted EPS was $0.42 versus $0.02 a year earlier.
Full-year diluted EPS was $1.19, up $1.13, and adjusted diluted EPS was $2.09, up 76%.
FY2026 guidance includes adjusted EBITDA of $225 million to $235 million and diluted EPS of $1.79 to $2.03.
Management said higher SG&A reflected investments in scaling operations, and gross leverage was 3.1x as of June 30, 2025.
CooperCompanies reported fiscal third-quarter 2025 results for the period ended July 31, 2025, with revenue up 6% to $1,060.3 million and non-GAAP diluted EPS up 15% to $1.10, while GAAP diluted EPS fell 6% to $0.49. The company raised its fiscal 2025 non-GAAP diluted EPS guidance to $4.08 to $4.12, and CEO Al White said revenues were below expectations and that the company expects improving revenue in the fourth quarter and fiscal 2026. For shareholders, the decline in GAAP earnings and charges tied to a CooperSurgical product line exit sit alongside the higher adjusted earnings outlook.
Revenue of $1,060.3 million, up 6% year over year and up 2% organically; CooperVision revenue was $718.4 million and CooperSurgical revenue was $341.9 million.
GAAP diluted EPS was $0.49, down from $0.52; non-GAAP diluted EPS was $1.10, up from $0.96.
Fiscal 2025 guidance: non-GAAP diluted EPS of $4.08 to $4.12 and total revenue of $4,076 million to $4,096 million.
Repurchased $52.1 million of common stock in the quarter, with $163.6 million of remaining program availability.
Five Below reported second-quarter fiscal 2025 net sales of $1,026.8 million, up 23.7%, and GAAP diluted earnings per share of $0.77, up from $0.60 a year earlier. The company also raised its full-year 2025 sales and earnings per share guidance, which points to higher expected results for shareholders.
Q2 net sales were $1,026.8 million, up 23.7%, with comparable sales up 12.4%
Q2 GAAP diluted EPS was $0.77 versus $0.60; adjusted diluted EPS was $0.81 versus $0.54
Full-year 2025 net sales are now expected at $4.44 billion to $4.52 billion, with diluted EPS of $4.56 to $4.96
Third-quarter 2025 net sales are expected at $950 million to $970 million, with diluted EPS of $0.09 to $0.21
Pure Storage reported second-quarter fiscal 2026 results for the quarter ended August 3, 2025, with revenue of $861.0 million, up 13% year-over-year, and net income of $47.1 million, or $0.14 per diluted share. The company raised its full-year fiscal 2026 revenue and non-GAAP operating income guidance, which signals higher expected sales and profit for shareholders, although GAAP operating income fell sharply from a year earlier.
Revenue of $861.0 million, up 13% year-over-year; subscription services revenue of $414.7 million, up 15%.
GAAP operating income of $4.9 million, compared with $24.9 million a year earlier; non-GAAP operating income of $130.0 million.
Net income of $47.1 million, or $0.14 per diluted share, compared with $35.7 million, or $0.10 per diluted share, a year earlier.
Fiscal 2026 revenue guidance raised to $3.60 billion to $3.63 billion from $3.515 billion; non-GAAP operating income guidance raised to $605 million to $625 million from $595 million.
Agilent reported third-quarter fiscal 2025 revenue of $1.74 billion, up 10.1% reported and 6.1% on a core basis, and GAAP EPS of $1.18, up 22% from a year earlier. Non-GAAP EPS was $1.37, up 4%, and the company revised its full-year revenue outlook to $6.91 billion to $6.93 billion with non-GAAP EPS of $5.56 to $5.59. For shareholders, the filing shows higher revenue and profit and a revised full-year and fourth-quarter outlook.
Q3 revenue of $1.74 billion for the quarter ended July 31, 2025, up 10.1% reported and 6.1% core versus Q3 2024
GAAP EPS of $1.18 versus $0.97 a year earlier; non-GAAP EPS of $1.37 versus $1.32
Full-year fiscal 2025 revenue outlook of $6.91 billion to $6.93 billion; non-GAAP EPS of $5.56 to $5.59
Q4 revenue outlook of $1.822 billion to $1.842 billion; non-GAAP EPS of $1.57 to $1.60
Veeva reported fiscal 2026 second-quarter results for the period ended July 31, 2025, with total revenues up 17% year over year to $789.1 million and GAAP net income up 17% to $200.3 million. The company also gave fiscal third-quarter guidance and updated its full fiscal 2026 revenue and non-GAAP outlook, and its CFO said results for all metrics outperformed prior guidance.
Total revenues were $789.1 million, up from $676.2 million a year earlier; subscription services revenues were $659.2 million, up 17%.
GAAP diluted net income per share was $1.19, compared with $1.04; non-GAAP diluted net income per share was $1.99, compared with $1.62.
GAAP results included $30.6 million in litigation settlement-related charges in the quarter.
Fiscal 2026 total revenue guidance is $3,134 million to $3,140 million; third-quarter total revenue guidance is $790 million to $793 million.
Nutanix reported fourth-quarter fiscal 2025 revenue of $653.3 million, up 19% from a year earlier, and GAAP net income of $38.7 million, compared with a net loss of $126.1 million in the prior-year quarter. The company also issued a separate release saying its Board authorized repurchases of up to $350 million of Class A common stock, and it gave fiscal 2026 and first-quarter outlooks.
Q4 fiscal 2025 revenue was $653.3 million, up 19% from $548.0 million; fiscal 2025 revenue was $2.54 billion, up 18%.
Q4 GAAP net income was $38.7 million, or $0.13 per diluted share, versus a net loss of $126.1 million, or $(0.51) per share, a year earlier.
Fiscal 2025 free cash flow was $750.2 million; fiscal 2026 free cash flow outlook is $790 million to $830 million.
Board authorized repurchases of up to $350 million of Class A common stock; first-quarter fiscal 2026 revenue outlook is $670 million to $680 million.
Williams-Sonoma reported second-quarter 2025 results for the period ended August 3, 2025, with net revenues of $1.84 billion, diluted EPS of $2.00 versus $1.67 a year earlier, and an operating margin of 17.9%. The company raised its fiscal 2025 net revenue outlook but reiterated its operating margin guidance, noting that higher tariff costs will pressure the flow-through of higher revenue.
Net revenues of $1.84 billion versus $1.79 billion in the second quarter of 2024; comparable brand revenue rose 3.7%.
Diluted EPS of $2.00, up 19.8% from $1.67; operating income of $328 million at a 17.9% margin.
Fiscal 2025 net revenue growth outlook raised to +0.5% to +3.5%; operating margin outlook reiterated at 17.4% to 17.8%.
Returned $280 million to stockholders in the quarter, including $199 million in stock repurchases and $81 million in dividends.
Okta reported fiscal second-quarter results for the period ended July 31, 2025, with total revenue up 13% year-over-year and GAAP net income of $67 million, compared with $29 million a year earlier. The company also gave fiscal 2026 revenue guidance of $2.875 billion to $2.885 billion and disclosed a proposed settlement of stockholder derivative lawsuits that received preliminary court approval on August 18, 2025.
Q2 total revenue was $728 million, up from $646 million; GAAP operating income was $41 million versus a loss of $19 million a year earlier.
GAAP diluted net income per share was $0.37, compared with $0.15; non-GAAP diluted net income per share was $0.91, compared with $0.72.
For the full fiscal 2026 year, Okta expects total revenue of $2.875 billion to $2.885 billion, representing 10% to 11% growth.
A court granted preliminary approval of the derivative litigation settlement on August 18, 2025; a final approval hearing is set for October 24, 2025.
Buckle reported second-quarter results for the fiscal quarter ended August 2, 2025. Net income was $45.0 million, or $0.89 per diluted share, up from $39.3 million, or $0.78 per diluted share, a year earlier, while net sales rose 8.3% to $305.7 million and comparable store net sales increased 7.3%. The release does not include forward guidance, so shareholders get a view of the quarter's results but no new outlook from this filing.
Net income was $45.0 million versus $39.3 million a year earlier; diluted EPS was $0.89 versus $0.78.
Net sales rose 8.3% to $305.7 million; comparable store net sales increased 7.3%.
Online sales increased 17.7% to $43.6 million for the quarter.
For the 26-week period, net income was $80.2 million, or $1.59 per diluted share, versus $74.1 million, or $1.48, a year earlier.
BJ's Wholesale Club reported second-quarter fiscal 2025 results for the thirteen weeks ended August 2, 2025, with net sales up 3.2% to $5.26 billion and net income up 3.9% to $150.7 million. The company raised and narrowed its fiscal 2025 adjusted EPS outlook to $4.20 to $4.35, though total comparable club sales fell 0.3% due to lower gasoline prices.
Diluted EPS rose to $1.14 from $1.08, and adjusted EPS was $1.14 versus $1.09 a year earlier.
Comparable club sales excluding gasoline rose 2.3%, while total comparable club sales declined 0.3% because of lower fuel prices.
Fiscal 2025 adjusted EPS outlook is $4.20 to $4.35; the company also projects capital expenditures of approximately $800 million.
Membership fee income rose 9.0% to $123.3 million, and the member count reached a record 8 million.
Workday reported fiscal 2026 second-quarter results for the quarter ended July 31, 2025, with total revenue up 12.6% year over year and GAAP diluted earnings per share rising to $0.84 from $0.49. The company raised its full-year fiscal 2026 subscription revenue guidance to $8.815 billion, which includes its planned acquisition of Paradox.
Total revenues were $2.348 billion, up 12.6%; subscription revenues were $2.169 billion, up 14.0%.
GAAP operating income was $248 million versus $111 million a year earlier; non-GAAP operating income was $680 million, or 29.0% of revenues.
Diluted EPS was $0.84 (GAAP) and $2.21 (non-GAAP), compared with $0.49 and $1.75 a year earlier.
Full-year fiscal 2026 subscription revenue guidance was raised to $8.815 billion, growth of 14.2%, with a non-GAAP operating margin of 29.0%.
Intuit reported fourth-quarter fiscal 2025 revenue of $3.8 billion, up 20%, and GAAP net income of $381 million, compared with a net loss of $20 million a year earlier. The company set fiscal 2026 revenue guidance of $20.997 billion to $21.186 billion, growth of about 12 to 13 percent, and its board approved a $1.20 per share cash dividend and a new $3.2 billion buyback authorization.
Q4 GAAP diluted EPS was $1.35 versus a loss of $0.07 a year earlier; non-GAAP diluted EPS was $2.75, up 38%.
Fiscal 2026 guidance: non-GAAP diluted EPS of $22.98 to $23.18, and first-quarter non-GAAP EPS of $3.05 to $3.12.
Board approved a $1.20 per share dividend payable October 17, 2025, to holders of record on October 9, 2025.
OSI Systems reported fourth-quarter and fiscal 2025 results for the period ended June 30, 2025, with quarterly revenue of $505 million and GAAP earnings per share of $3.03, both up from a year earlier. The company guided fiscal 2026 revenue to $1.805 billion to $1.850 billion and non-GAAP diluted EPS to $10.11 to $10.39, which points to continued growth for shareholders, though it does not provide GAAP EPS guidance.
Q4 fiscal 2025 revenue was $505 million, up 5% from $480.9 million; GAAP EPS was $3.03, up 19%.
Fiscal 2025 revenue was $1.713 billion, up 11%; GAAP EPS was $8.71, up 18%, and non-GAAP EPS was $9.36, up 15%.
Fiscal 2026 guidance: revenue of $1.805 billion to $1.850 billion (5.4% to 8.0% growth) and non-GAAP diluted EPS of $10.11 to $10.39.
After fiscal year-end, the company expanded its credit facility to $825 million and extended its maturity to July 2030.
Nordson reported fiscal third-quarter 2025 sales of $742 million, up 12% from a year earlier, and diluted EPS of $2.22 versus $2.04, with adjusted EPS up 13% to $2.73. The company affirmed its full-year guidance, though sales are now tracking slightly below the midpoint and adjusted EPS slightly above it. The board also approved a $500 million share repurchase, bringing total authorization to about $793 million.
Third-quarter sales were $742 million, up from $662 million; organic sales rose 2%, acquisitions added 8%, and currency added 2%.
Diluted EPS was $2.22 versus $2.04; adjusted diluted EPS was $2.73 versus $2.41, up 13%.
Backlog fell about 5% sequentially; full-year sales are tracking slightly below and adjusted EPS slightly above the midpoint of original guidance.
On August 18, 2025, the board authorized an additional $500 million in repurchases; total authorization is about $793 million, including about $293 million previously remaining.
Dycom reported fiscal 2026 second-quarter results for the period ended July 26, 2025, with contract revenues up 14.5% to $1.378 billion and GAAP net income up 42.5% to $97.5 million. The company reaffirmed its full-year fiscal 2026 contract revenue outlook of $5.290 billion to $5.425 billion and gave a third-quarter outlook, which shareholders can use to compare future results with the company's expectations.
Q2 GAAP diluted EPS was $3.33, up from $2.32 a year earlier; Adjusted EBITDA was $205.5 million, or 14.9% of contract revenues, up 29.8%
Organic contract revenue growth was 3.4%; revenue from acquired businesses was $139.8 million versus $5.7 million a year earlier
Fiscal 2026 contract revenue outlook of $5.290 billion to $5.425 billion was reaffirmed, excluding storm restoration revenue
Q3 fiscal 2026 outlook (quarter ending October 25, 2025): contract revenues $1.38 billion to $1.43 billion, Adjusted EBITDA $198 million to $213 million, diluted EPS $3.03 to $3.36
Toll Brothers reported fiscal third-quarter results for the period ended July 31, 2025, with net income of $369.6 million, or $3.73 per diluted share, up from $3.60 a year earlier. Home sales revenue rose 6% to $2.88 billion, but home sales gross margin fell to 25.6% from 27.4%, and backlog value declined 10% year over year. The release also sets fourth-quarter and full fiscal 2025 guidance, including 11,200 full-year deliveries.
Net income $369.6 million, or $3.73 per diluted share, vs. $374.6 million, or $3.60, a year earlier; pre-tax income $499.5 million vs. $503.6 million
Home sales revenue $2.88 billion, up 6%, on 2,959 delivered homes; net signed contract value flat at $2.41 billion
Home sales gross margin 25.6% vs. 27.4%; adjusted home sales gross margin 27.5% vs. 28.8%
Backlog value $6.38 billion, down 10%; full-year fiscal 2025 guidance of 11,200 deliveries and 27.25% adjusted gross margin
Jack Henry reported fourth quarter and full fiscal 2025 results for the period ended June 30, 2025. Full-year GAAP revenue rose 7.2% to $2.4 billion, and GAAP EPS was $6.24, up from $5.23 a year earlier. The company also issued fiscal 2026 GAAP guidance of $6.32 to $6.44 per diluted share, which assumes no acquisitions or dispositions and implies EPS growth of 1.3% to 3.3%.
Fourth quarter GAAP revenue was $615.4 million, up 9.9%, and GAAP EPS was $1.75 versus $1.38.
Fiscal 2025 GAAP net income was $455.7 million, up 19.4%, and GAAP EPS was $6.24 versus $5.23.
Fiscal 2026 GAAP revenue guidance is $2.475 billion to $2.504 billion.
Cash and equivalents were $102.0 million at June 30, 2025, and credit facility debt was zero, down from $150.0 million a year earlier.
Fabrinet reported fourth-quarter fiscal 2025 revenue of $909.7 million, up from $753.3 million a year earlier, with GAAP net income of $87.2 million and non-GAAP diluted EPS of $2.65 versus $2.41. The company guided first-quarter fiscal 2026 revenue to $910 million to $950 million. The filing also disclosed fiscal 2026 executive bonus targets, salary increases and equity grants approved August 12, 2025, with incentive pay tied to revenue and non-GAAP operating margin.
Q4 GAAP net income was $87.2 million, compared with $81.1 million a year earlier
Fiscal 2025 revenue was $3.42 billion, compared with $2.88 billion in fiscal 2024
Q1 fiscal 2026 guidance: revenue of $910 million to $950 million; non-GAAP EPS of $2.75 to $2.90
CEO Seamus Grady's fiscal 2026 target cash bonus is $1,932,000 and his base salary rises to $1,380,000
Applied Industrial Technologies reported fiscal 2025 fourth-quarter net sales of $1.2 billion, up 5.5%, and diluted earnings of $2.80 per share, up from $2.64 a year earlier, while EBITDA fell 0.3%. For fiscal 2026 it guided to EPS of $10.00 to $10.75 on total sales growth of 4% to 7%, which does not include future acquisitions or share buybacks.
Q4 net sales $1.2 billion, up 5.5%; up 0.2% on an organic daily basis
Q4 diluted EPS $2.80 vs. $2.64 a year earlier; Q4 EBITDA $153.0 million, down 0.3%
Full-year fiscal 2025 net income $393.0 million, or $10.12 per diluted share; free cash flow $465.2 million
Fiscal 2026 guidance: EPS of $10.00 to $10.75 and total sales up 4% to 7%, including 1% to 4% organic
StandardAero reported second-quarter 2025 revenue of $1,528.9 million, up 13.5% from a year earlier, and net income of $67.7 million, compared with $5.4 million in the prior-year quarter. The company raised its full-year 2025 revenue and Adjusted EBITDA targets, which for shareholders signals higher expected results for the year.
Q2 2025 revenue was $1,528.9 million, up 13.5% year over year; net income was $67.7 million versus $5.4 million a year earlier
Q2 2025 Adjusted EBITDA was $204.6 million, up 20.1%, with an Adjusted EBITDA margin of 13.4%
Full-year 2025 revenue guidance raised to $5,875 million to $6,025 million (prior $5,825 million to $5,975 million)
Full-year 2025 Adjusted EBITDA guidance raised to $790 million to $810 million (prior $775 million to $795 million)
Coherent Corp. reported fiscal fourth-quarter and full-year 2025 results for the period ended June 30, 2025. Full-year revenue rose 23% to $5.81 billion, and the GAAP loss per share narrowed to $0.52 from $1.84 a year earlier, but the fourth-quarter GAAP loss of $0.83 per share was wider than the $0.11 loss in the prior quarter. The company also expects the sale of its Aerospace and Defense business to close in the first quarter of fiscal 2026.
Full-year fiscal 2025 revenue of $5.81 billion, up 23.4% from $4.71 billion; fourth-quarter revenue a record $1.53 billion
Full-year GAAP loss of $0.52 per diluted share, improved $1.32; non-GAAP diluted EPS of $3.53, improved $2.32
First quarter fiscal 2026 outlook: revenue of $1.46 billion to $1.60 billion and non-GAAP EPS of $0.93 to $1.13
Brinker International reported fourth-quarter fiscal 2025 results with company sales of $1,448.9 million, up from $1,196.5 million, and diluted earnings per share of $2.30, up from $1.24. The company also issued fiscal 2026 guidance calling for total revenues of $5.60 billion to $5.70 billion and non-GAAP diluted EPS of $9.90 to $10.50, and its board added $400.0 million to the share repurchase program.
Q4 fiscal 2025 company sales were $1,448.9 million vs. $1,196.5 million; Chili's comparable restaurant sales rose 23.7%.
Q4 net income was $107.0 million vs. $57.3 million; diluted EPS was $2.30 vs. $1.24.
Fiscal 2026 guidance: total revenues of $5.60 billion to $5.70 billion; non-GAAP diluted EPS of $9.90 to $10.50.
Board authorized an additional $400.0 million in buybacks on August 11, 2025, for total available authority of $507.0 million.
Everus Construction Group reported second quarter 2025 revenues of $921.5 million, up 31.0% from a year earlier, and net income of $52.8 million, or $1.03 per diluted share, up from 76 cents. The company raised its full-year 2025 revenue guidance to $3.3 billion to $3.4 billion and its EBITDA guidance to $240 million to $255 million, indicating management expects higher results for the year.
Net income rose 35.4% to $52.8 million; diluted EPS was $1.03 versus 76 cents in the second quarter of 2024.
EBITDA rose 35.6% to $84.2 million; backlog reached $3.0 billion as of June 30, 2025, up 23.9% from June 30, 2024.
2025 revenue guidance was raised from $3.0 billion to $3.1 billion to $3.3 billion to $3.4 billion; EBITDA guidance was raised from $210 million to $225 million to $240 million to $255 million.
Management will discuss the results on a webcast at 10:30 a.m. EDT on August 13, 2025.
Lumentum reported fiscal fourth-quarter 2025 net revenue of $480.7 million, up 55.9% from a year earlier and 13.1% from the prior quarter, with GAAP net income of $213.3 million, or $2.96 per diluted share, helped by a $224.7 million income tax benefit. The company expects first-quarter fiscal 2026 net revenue of $510 million to $540 million, which would be above the fourth-quarter level.
Q4 FY25 GAAP net income of $213.3 million ($2.96 per diluted share) compared with a GAAP net loss of $252.5 million in Q4 FY24; the quarter included a $224.7 million income tax benefit.
Q4 FY25 non-GAAP net income of $63.3 million, or $0.88 per diluted share, versus $40.9 million ($0.57) in Q3 FY25.
Fiscal 2025 net revenue of $1.65 billion, up 21.0% from $1.36 billion in fiscal 2024; GAAP net income of $25.9 million.
Q1 FY26 outlook: net revenue of $510 million to $540 million, non-GAAP operating margin of 16.0% to 17.5%, and non-GAAP diluted EPS of $0.95 to $1.10.
H&R Block reported fiscal 2025 results for the year ended June 30, 2025, with revenue up 4.2% to $3.8 billion and diluted EPS from continuing operations up 6.8% to $4.42. The Board also raised the quarterly dividend 12% to $0.42 per share and gave fiscal 2026 guidance with adjusted diluted EPS of $4.85 to $5.00. Shareholders also received $600 million through dividends and buybacks during the year, and a roughly $0.50 per-share tax benefit that management had expected in the fourth quarter was delayed beyond fiscal 2025.
Total revenue of $3.8 billion, up $150.6 million, or 4.2%, from the prior year
Diluted EPS from continuing operations of $4.42, up $0.28 or 6.8%; adjusted EPS of $4.66, up 5.7%
Quarterly dividend raised 12% to $0.42 per share, payable October 6, 2025 to holders of record as of September 4, 2025
Fiscal 2026 outlook: revenue of $3.875 billion to $3.895 billion and adjusted diluted EPS of $4.85 to $5.00
Cardinal Health reported fourth-quarter and fiscal 2025 results and raised its fiscal 2026 non-GAAP diluted EPS outlook to $9.30 to $9.50, a $0.20 increase from the preliminary range given at its June 2025 Investor Day. Fourth-quarter revenue was flat at $60.2 billion, while non-GAAP diluted EPS rose 13% to $2.08, and the company said results were helped by segment profit growth. The company also announced that its Specialty Alliance unit has agreed to acquire Solaris Health, a urology management services organization.
Q4 FY2025 revenue was $60.2 billion, flat year over year; non-GAAP diluted EPS rose 13% to $2.08
Fiscal 2025 GAAP diluted EPS was $6.45; non-GAAP diluted EPS rose 9% to $8.24
FY2026 non-GAAP EPS outlook raised to $9.30 to $9.50, from $9.10 to $9.30 previously
Definitive agreement to acquire Solaris Health, announced in a separate news release on August 12, 2025
Diodes reported second-quarter 2025 revenue of $366.2 million, up 14% from a year earlier and 10% from the first quarter, with GAAP net income of $46.1 million, or $0.99 per diluted share. The company expects third-quarter 2025 revenue of about $392 million, plus or minus 3%, which it says would be 12% growth year over year at the midpoint.
Q2 2025 revenue $366.2 million, up 14% year over year from $319.8 million
GAAP net income $46.1 million, or $0.99 per diluted share, versus $8.0 million, or $0.17, a year earlier
Non-GAAP adjusted net income $15.0 million, or $0.32 per diluted share, versus $0.33 in Q2 2024
Gross margin 31.5% of revenue, versus 33.6% in the prior-year quarter
Life360 reported second-quarter 2025 revenue of $115.4 million, up 36% from a year earlier, and net income of $7.0 million, compared with a net loss of $11.0 million in the same quarter of 2024. The company raised its full-year 2025 revenue and Adjusted EBITDA guidance and named Chief Operating Officer Lauren Antonoff as chief executive effective August 11, 2025, succeeding co-founder Chris Hulls, who becomes Executive Chairman.
Q2 2025 total revenue $115.4 million, up 36% year over year; Adjusted EBITDA $20.3 million, up 85% from $11.0 million
Q2 2025 net income $7.0 million, versus a net loss of $11.0 million in Q2 2024; the filing notes $4.6 million of other income included in net income
FY 2025 revenue guidance raised to $462 million to $482 million from $450 million to $480 million; Adjusted EBITDA guidance raised to $72 million to $82 million from $65 million to $75 million
Mercury Systems reported fourth-quarter fiscal 2025 revenue of $273.1 million, up from $248.6 million a year earlier, and GAAP net income of $16.4 million, compared with a net loss of $10.8 million in the prior-year quarter. For the full fiscal year, revenue rose to $912.0 million from $835.3 million, while the GAAP net loss narrowed to $37.9 million from $137.6 million, and the company reported a record backlog of $1.40 billion.
Q4 fiscal 2025 GAAP diluted EPS was $0.27, versus a loss of $0.19 a year earlier; adjusted EPS was $0.47, versus $0.23
Q4 fiscal 2025 adjusted EBITDA was $51.3 million, compared with $31.2 million in the prior-year quarter
Q4 bookings were a record $341.5 million, with a book-to-bill ratio of 1.25 and backlog of $1.40 billion at June 27, 2025
Free cash flow was a record $119.0 million for fiscal 2025, compared with $26.1 million in fiscal 2024
Sphere Entertainment reported second-quarter 2025 revenue of $282.7 million, up 3% from the prior year, and an operating loss of $50.2 million, an improvement of $21.2 million. Net income was $151.8 million, or $3.39 per diluted share, helped by a $346.1 million gain on extinguishment of debt tied to the MSG Networks credit facility restructuring. The company still posted an operating loss, so the gain drove the net result rather than core operations.
Q2 2025 revenue of $282.7 million, up $9.3 million or 3%; Sphere segment revenue rose 16% to $175.6 million while MSG Networks fell 12% to $107.1 million
Operating loss of $50.2 million versus $71.4 million a year earlier; adjusted operating income of $61.5 million, up $35.8 million
Net income of $151.8 million, or $3.39 per diluted share, includes a $346.1 million gain on extinguishment of debt from the June 27, 2025 MSG Networks credit facility restructuring
Sotera Health reported second-quarter 2025 net revenues up 6.4% to $294 million and Adjusted EBITDA up 9.8% to $151 million, and raised its full-year 2025 outlook for revenue, Adjusted EBITDA and Adjusted EPS. GAAP net income was $8 million, or $0.03 per diluted share, slightly below $9 million a year earlier, and includes a pending settlement of about $34 million related to ethylene oxide claims against Sterigenics.
Q2 2025 net revenues rose 6.4% to $294 million; Adjusted EBITDA rose 9.8% to $151 million
Q2 2025 net income was $8 million, or $0.03 per diluted share, versus $9 million, or $0.03, in Q2 2024
Full-year 2025 Adjusted EPS outlook raised to $0.75 to $0.82 from $0.70 to $0.76
Six-month net loss of $5 million, or $0.02 per diluted share, includes settlements related to ethylene oxide claims
ANI Pharmaceuticals reported second-quarter 2025 net revenues of $211.4 million, up 53.1% from a year earlier, and GAAP net income available to common shareholders of $8.1 million, or $0.36 per diluted share, compared with a loss of $0.14 per share in the prior-year period. The company raised its full-year 2025 guidance for net revenues to $818 million to $843 million and adjusted non-GAAP diluted EPS to $6.98 to $7.35.
Q2 2025 net revenues were $211.4 million, up 53.1% year over year, or 37.0% on an organic basis excluding the Alimera acquisition.
Cortrophin Gel net revenues were $81.6 million, up 66.0% year over year.
GAAP diluted EPS was $0.36 versus a loss of $0.14 a year earlier; adjusted non-GAAP diluted EPS was $1.80 versus $1.02.
Full-year 2025 net revenue guidance was raised to $818 million to $843 million from $768 million to $793 million.
Atmus Filtration Technologies reported second-quarter 2025 net sales of $454 million, up 4.8% from $433 million a year earlier, and GAAP net income of $60 million, or $0.72 per diluted share, versus $0.67 a year earlier. The company raised its 2025 outlook, with adjusted earnings per share now expected at $2.40 to $2.60, although gross margin fell to 28.9% from 30.5%.
Net sales of $454 million, up 4.8% from $433 million, driven mainly by higher volume and pricing
Diluted EPS of $0.72 versus $0.67; adjusted EPS of $0.75 versus $0.71
2025 guidance raised: revenue of $1,685 million to $1,735 million and adjusted EPS of $2.40 to $2.60
Gross margin 28.9% versus 30.5%; $20 million of stock repurchased during the quarter
CleanSpark reported fiscal third-quarter results for the quarter ended June 30, 2025, in an 8-K that furnishes its press release. Revenue was $198.6 million, up from $104.1 million a year earlier, and the company swung to net income of $257.4 million, or $0.90 per basic share, from a net loss of $236.2 million a year earlier. Results were boosted by a $268.7 million net gain on the fair value of bitcoin, so shareholders should weigh that item when comparing profit with prior periods.
Quarterly revenue was $198.6 million, up $94.5 million, or 90.8%, from $104.1 million a year earlier.
Net income was $257.4 million, or $0.90 per basic share, versus a net loss of $236.2 million, or $1.03 per basic share, a year earlier.
Results included a net gain on the fair value of bitcoin of $268.7 million; diluted EPS was $0.78.
As of June 30, 2025, cash was $34.6 million, bitcoin holdings were $1.08 billion, and long-term debt was $643.9 million.
Alliant Energy reported second-quarter 2025 GAAP earnings of $0.68 per diluted share, up from $0.34 a year earlier, with net income of $174 million versus $87 million. The company reaffirmed its 2025 ongoing EPS guidance of $3.15 to $3.25 per share, which matters to shareholders because it signals the outlook is unchanged while earnings and revenue rose.
Q2 2025 GAAP EPS was $0.68 versus $0.34 in Q2 2024; 2024 non-GAAP EPS was $0.57
Q2 2025 revenues were $961 million versus $894 million a year earlier
Six-month 2025 diluted GAAP EPS was $1.50 versus $0.95 in the first half of 2024
2025 ongoing EPS guidance of $3.15 to $3.25 per share was reaffirmed; conference call set for August 8, 2025 at 9 a.m. central time
Chesapeake Utilities reported second-quarter 2025 net income of $23.9 million, or $1.02 per diluted share, up from $0.82 a year earlier, and adjusted EPS of $1.04 versus $0.86. The company reaffirmed its 2025 adjusted EPS guidance of $6.15 to $6.35 and raised its 2025 capital expenditure guidance to $375 million to $425 million. Shareholders get higher earnings and a larger 2025 spending plan, with the company's guidance assuming a successful outcome on the FCG Depreciation Study.
Q2 2025 net income $23.9 million ($1.02 per diluted share) vs. $18.2 million ($0.82) in Q2 2024
Q2 2025 adjusted EPS $1.04 vs. $0.86, growth of 20.9%; adjusted gross margin $142.8 million, up 12.8%
2025 adjusted EPS guidance of $6.15 to $6.35 reaffirmed; 2028 EPS guidance of $7.75 to $8.00 reaffirmed
2025 capital expenditure guidance raised to $375 million to $425 million; conference call set for August 8, 2025 at 8:30 a.m. Eastern
Ellington Financial reported second-quarter 2025 net income attributable to common stockholders of $42.9 million, or $0.45 per share, compared with $31.6 million, or $0.35 per share, in the first quarter. Adjusted Distributable Earnings were $45.0 million, or $0.47 per share, against dividends of $0.39 per share for the quarter, and book value per common share was $13.49 as of June 30, 2025.
Net income attributable to common stockholders of $42.9 million, or $0.45 per share, for the quarter ended June 30, 2025, versus $31.6 million, or $0.35 per share, for the quarter ended March 31, 2025
Adjusted Distributable Earnings of $45.0 million, or $0.47 per share, including $0.13 per share from Longbridge
Book value per common share of $13.49 as of June 30, 2025, after dividends of $0.39 per share for the quarter
Monthly dividend of $0.13 per common share declared on August 7, 2025; conference call set for 11:00 a.m. Eastern Time on August 8, 2025
Diodes reported second quarter 2025 revenue of $366.2 million, up from $319.8 million a year earlier, and GAAP net income of $46.1 million, or $0.99 per diluted share. The company said it expects third quarter revenue of about $392 million, plus or minus 3 percent, which would be 12 percent growth year over year at the midpoint. Non-GAAP EPS was $0.32, down from $0.33 a year earlier, and GAAP results included non-operating gains such as a $23.4 million unrealized gain on investments.
Q2 2025 revenue $366.2 million vs $319.8 million in Q2 2024; GAAP gross margin 31.5% vs 33.6%
GAAP net income $46.1 million ($0.99 per diluted share) vs $8.0 million ($0.17) a year earlier; non-GAAP EPS $0.32 vs $0.33
Q3 2025 outlook: revenue about $392 million, plus or minus 3 percent; GAAP gross margin 31.6%, plus or minus 1 percent
Con Edison reported second-quarter 2025 GAAP net income for common stock of $246 million, or $0.68 a share, up from $202 million, or $0.58 a share, a year earlier. Adjusted earnings per share were $0.67 compared with $0.59, and the company reaffirmed its 2025 adjusted EPS guidance of $5.50 to $5.70. For shareholders, the higher earnings and unchanged full-year outlook point to steady growth from its regulated utility operations.
Q2 2025 GAAP net income was $246 million ($0.68 a share), versus $202 million ($0.58 a share) in Q2 2024.
Q2 2025 adjusted EPS was $0.67, versus $0.59 in the prior-year quarter.
Six-month 2025 adjusted EPS was $2.91, versus $2.73 in the first six months of 2024.
The company reaffirmed 2025 adjusted EPS guidance of $5.50 to $5.70 and said it secured approval to invest $440 million in five electrification projects during the quarter.
Arcosa reported second-quarter 2025 revenue of $736.9 million, up 11% from $664.7 million, with net income of $59.7 million and diluted EPS of $1.22 versus $0.93 a year earlier. The company narrowed its full-year 2025 revenue and Adjusted EBITDA guidance ranges while keeping the midpoints unchanged, which signals management's increased confidence without changing its expected midpoint.
Q2 revenue was $736.9 million, up 11% from $664.7 million; excluding the divested steel components business, revenue rose 18%.
Net income was $59.7 million and diluted EPS was $1.22, compared with $0.93 in the prior-year quarter; Adjusted EBITDA was $154.2 million, up 37%.
Full-year 2025 consolidated revenue guidance narrowed to $2.85 billion to $2.95 billion from $2.8 billion to $3.0 billion; Adjusted EBITDA guidance narrowed to $555 million to $585 million from $545 million to $595 million.
Net Debt to Adjusted EBITDA was 2.8 times; management said it is on track to reach a 2.0 to 2.5 times target within the next three quarters. A conference call is set for 8:30 a.m. Eastern Time on August 8, 2025.
HCI Group reported second-quarter 2025 results, with net income after noncontrolling interests of $66.2 million, up from $54.1 million a year earlier. Gross premiums earned rose 14.8% to $302.6 million, and the gross loss ratio improved to 21.3% from 29.7%, which the company attributed to a decline in claims and litigation frequency.
Diluted EPS was $5.18 in Q2 2025, compared with $4.24 in Q2 2024.
Gross premiums earned increased 14.8% to $302.6 million from $263.6 million, driven by more policies in force.
Losses and loss adjustment expenses fell to $64.5 million from $78.3 million despite higher premiums.
Book value per share was $58.55 at June 30, 2025, up from $42.72 a year earlier.
ePlus reported first-quarter fiscal 2026 results for the quarter ended June 30, 2025, with net sales up 19.0% to $637.3 million and diluted earnings per share from continuing operations up 14.4% to $1.03. The company raised its fiscal 2026 guidance and declared its first quarterly cash dividend of $0.25 per share, while also authorizing a new buyback of up to 1.5 million shares. For shareholders, the filing shows higher sales and earnings, a higher forecast, and a new cash return through dividends and repurchases.
Net sales rose 19.0% to $637.3 million; gross profit rose 16.8% to $148.2 million, and gross margin was 23.3% versus 23.7% a year earlier.
Diluted EPS from continuing operations was $1.03 versus $0.90; non-GAAP diluted EPS was $1.26 versus $1.01.
Fiscal 2026 guidance now calls for net sales growth in the upper single digits and adjusted EBITDA growth in the mid-teens.
Quarterly dividend of $0.25 per share is payable September 17, 2025, to holders of record on August 26, 2025; new buyback covers up to 1.5 million shares over 12 months starting August 11, 2025.
QuinStreet reported results for its fiscal fourth quarter and full fiscal year 2025, ended June 30, 2025. Full-year revenue rose 78% to $1.1 billion, and GAAP net income was $4.7 million, compared with a net loss of $31.3 million in fiscal 2024. The company expects fiscal 2026 revenue to grow about 10% and adjusted EBITDA to grow about 20%.
Fiscal Q4 revenue was $262.1 million, up 32% year over year; GAAP net income was $3.2 million, or $0.06 per diluted share.
Fiscal 2025 revenue was $1.1 billion, up 78%; GAAP net income was $4.7 million, or $0.08 per share, versus a net loss of $31.3 million in fiscal 2024.
Fiscal 2025 adjusted EBITDA was $81.3 million, up 299%; the company closed the year with $101.1 million in cash and no bank debt.
Outlook: fiscal Q1 2026 revenue of about $280 million and adjusted EBITDA of about $20 million; fiscal 2026 revenue growth of about 10% and adjusted EBITDA growth of about 20%.
PDF Solutions reported second-quarter 2025 revenue of $51.7 million, up 24% from a year earlier and up from $47.8 million in the first quarter, and reaffirmed its 21-23% annual revenue growth guidance for 2025. GAAP net income was $1.1 million, or $0.03 per diluted share, down from $1.7 million in the second quarter of 2024 but a swing from a loss in the first quarter of 2025, so shareholders see strong top-line growth alongside lower year-over-year GAAP profit.
Q2 2025 total revenues were $51.7 million, up from $41.7 million in Q2 2024 and $47.8 million in Q1 2025.
GAAP net income was $1.1 million, or $0.03 per diluted share, versus $1.7 million ($0.04) in Q2 2024 and a net loss of $3.0 million in Q1 2025.
Non-GAAP diluted EPS was $0.19, compared with $0.18 in Q2 2024 and $0.21 in Q1 2025.
Management reaffirmed 21-23% annual revenue growth guidance for 2025; operating cash flow was negative $5.2 million in Q2 2025.
Arlo Technologies reported second-quarter 2025 results for the period ended June 29, 2025, with revenue of $129.4 million, up from $127.4 million a year earlier, and GAAP net income of $3.1 million, or $0.03 per share, compared with a loss of $0.12 per share in the prior-year quarter. The company also guided to third-quarter revenue of $133 million to $143 million and GAAP diluted EPS of $0.04 to $0.10. Subscriptions and services revenue rose to $78.2 million, while product revenue fell to $51.2 million from $67.2 million a year earlier.
Total revenue of $129.4 million, up from $127.4 million in the second quarter of 2024
GAAP net income of $3.1 million, or $0.03 per share, versus a loss of $0.12 per share a year earlier
Subscriptions and services revenue of $78.2 million; product revenue of $51.2 million, down from $67.2 million
Third-quarter 2025 outlook: revenue of $133 million to $143 million and GAAP diluted EPS of $0.04 to $0.10
Alarm.com reported second-quarter 2025 total revenue up 8.8% to $254.3 million and GAAP net income up 5.2% to $34.2 million, and it raised its full-year 2025 guidance. Cash flow from operating activities for the first six months fell to $46.8 million from $72.8 million a year earlier, and cash and cash equivalents declined to $1.02 billion from $1.22 billion at December 31, 2024.
Q2 2025 total revenue rose 8.8% to $254.3 million from $233.8 million; SaaS and license revenue rose 9.0% to $170.0 million.
GAAP diluted EPS was $0.63 versus $0.62 a year earlier; non-GAAP adjusted EBITDA rose 13.0% to $48.4 million.
Full-year 2025 total revenue is guided to $990.0 million to $996.4 million; non-GAAP adjusted EBITDA to $195.0 million to $196.5 million. The filing does not state the prior guidance ranges.
Six-month non-GAAP free cash flow was $36.1 million versus $67.8 million in the same period of 2024.
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