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).
Leidos reported second-quarter fiscal 2025 revenue of $4.3 billion, up 3% from a year earlier, and net income of $393 million, or $3.01 per diluted share, up 27% in EPS. The company raised its full-year 2025 guidance for revenue, adjusted EBITDA margin, non-GAAP diluted EPS and operating cash flow, which is a positive signal for shareholders.
Q2 revenue of $4,253 million versus $4,132 million a year earlier; diluted EPS $3.01 versus $2.37
Non-GAAP diluted EPS of $3.21, up 22%; included a $25 million insurance reimbursement for prior-period legal costs
FY25 non-GAAP diluted EPS guidance raised to $11.15-$11.45 from $10.35-$10.75
Quarterly dividend of $0.40 per share declared August 1, 2025, payable September 30, 2025
BWX Technologies reported second quarter 2025 revenue of $764.0 million, up 12% from a year earlier, and GAAP diluted EPS of $0.85, up from $0.79. The company raised its 2025 guidance for revenue, adjusted EBITDA, non-GAAP EPS and free cash flow, citing strong year-to-date results and bookings, which supports the outlook for shareholders.
Q2 2025 revenue $764.0 million, up 12%; Government Operations $589.0 million, Commercial Operations $176.1 million
GAAP diluted EPS $0.85 vs. $0.79 a year earlier; non-GAAP EPS $1.02 vs. $0.82
Raised 2025 guidance: revenue to about $3,100 million from about $3,000 million; non-GAAP EPS to $3.65-$3.75 from $3.40-$3.55
Record backlog of $6.0 billion, up 70.2% year-over-year; Kinectrics acquisition closed May 20, 2025
Primoris Services reported second-quarter 2025 revenue of $1,890.7 million, up 20.9% from a year earlier, and diluted EPS of $1.54 versus $0.91. The company raised its full-year 2025 diluted EPS guidance to $4.40 to $4.60 and its adjusted EPS guidance to $4.90 to $5.10, and declared a $0.08 per share dividend.
Q2 2025 revenue was $1,890.7 million, up $327.0 million, or 20.9%, from Q2 2024.
Diluted EPS was $1.54 versus $0.91; adjusted diluted EPS was $1.68 versus $1.04.
Full-year 2025 diluted EPS guidance was raised to $4.40 to $4.60; adjusted EPS guidance to $4.90 to $5.10.
Board declared a $0.08 per share cash dividend, record date September 30, 2025, payable on or about October 15, 2025.
Williams reported second-quarter 2025 GAAP net income of $546 million, or $0.45 per diluted share, compared with $401 million, or $0.33 per share, a year earlier. The company raised the midpoint of its 2025 Adjusted EBITDA guidance by $50 million to $7.75 billion, citing Transco expansion projects and new Gulf volumes. For shareholders, the higher guidance and a dividend increase to $2.00 for 2025 indicate improved expected earnings and returns.
GAAP net income was $546 million, or $0.45 per diluted share, versus $401 million, or $0.33, in second-quarter 2024.
Adjusted EBITDA was $1.808 billion, up $141 million or 8% from second-quarter 2024.
2025 Adjusted EBITDA guidance midpoint raised by $50 million to $7.75 billion, within a range of $7.6 billion to $7.9 billion.
Dividend increased 5.3% on an annualized basis to $2.00 in 2025 from $1.90 in 2024.
Sterling Infrastructure reported second quarter 2025 revenue of $614.5 million, up 21% excluding the deconsolidated RHB joint venture, and net income of $71.0 million, or $2.31 per diluted share, up 37% and 38%. The company raised its full year 2025 guidance, which excludes any contribution from the pending CEC Facilities Group acquisition.
Q2 net income $71.0 million, or $2.31 per diluted share, up 37% and 38% from the prior year quarter
Adjusted diluted EPS of $2.69, up 41%; adjusted EBITDA of $125.6 million, up 35%
Full year 2025 guidance: revenue of $2.10 billion to $2.15 billion and diluted EPS of $7.87 to $8.13
Building Solutions revenue declined 1%; the company expects soft market conditions to persist in the near term
LTC Properties reported second-quarter 2025 revenue of $60.2 million, up from $50.1 million a year earlier, mainly from converting Anthem and New Perspective triple-net properties into its SHOP senior housing portfolio. Net income available to common stockholders fell to $14.9 million, or $0.32 per diluted share, from $19.2 million, or $0.44, due to higher transaction costs and general and administrative expenses. The company raised 2025 guidance to reflect $400.0 million of completed and anticipated near-term investments.
Q2 2025 total revenues were $60.2 million, compared with $50.1 million in Q2 2024.
Diluted earnings per share were $0.32, compared with $0.44; diluted Core FFO per share was $0.68, compared with $0.67.
2025 GAAP net income guidance rose to $3.45 to $3.48 per share, from $3.38 to $3.42.
Diluted Core FFO guidance rose to $2.67 to $2.71 per share, from $2.65 to $2.69.
Mueller Water Products reported fiscal third-quarter results for the quarter ended June 30, 2025, with net sales up 6.6% to $380.3 million and diluted earnings per share of $0.33, compared with $0.30 a year earlier. The company raised its fiscal 2025 guidance for net sales and adjusted EBITDA, which points to higher expected full-year results for shareholders, though nine-month free cash flow declined.
Net sales rose 6.6% to $380.3 million; net income was $52.5 million and diluted EPS was $0.33, versus $0.30 a year earlier
Adjusted EBITDA was $86.4 million, up 1.4%, with adjusted EBITDA margin of 22.7% versus 23.9%
Fiscal 2025 guidance raised to net sales of $1,405 million to $1,415 million and adjusted EBITDA of $318 million to $322 million
Nine-month free cash flow was $103.0 million, down from $121.5 million; the company repurchased $10.0 million of stock in the quarter
Inspire Medical Systems reported second-quarter 2025 revenue of $217.1 million, up 11%, but posted a GAAP net loss of $3.6 million and cut its full-year 2025 revenue and diluted EPS guidance. Management said the U.S. launch of Inspire V is progressing slower than expected and the timeline for the full transition has been pushed out, which will affect results for the year. The filing also discloses that Executive Vice President Randall A. Ban will retire on January 30, 2026.
Q2 2025 revenue was $217.1 million, up from $195.9 million; GAAP net loss was $3.6 million, or $0.12 per share, versus net income of $9.8 million a year earlier.
2025 revenue guidance lowered to $900 million to $910 million from $940 million to $955 million; diluted EPS guidance lowered to $0.40 to $0.50 from $2.20 to $2.30.
Gross margin was 84.0% versus 84.8% a year earlier, including a $2.1 million charge for excess Inspire IV components inventory.
EVP Randall A. Ban notified the company on July 31, 2025 of his intent to retire on January 30, 2026.
SBA Communications reported second-quarter 2025 net income of $225.7 million, up from $159.5 million a year earlier, and raised its full-year 2025 outlook. AFFO per share fell 3.6% year over year to $3.17, and the company's reported profit gain included a $30.4 million currency-related gain on intercompany loans.
Q2 2025 net income was $225.7 million, or $2.09 per diluted share, versus $159.5 million, or $1.51, in Q2 2024.
AFFO per share was $3.17, down from $3.29 a year earlier; AFFO was $342.1 million versus $354.3 million.
Full-year 2025 AFFO per share outlook is $12.65 to $13.02, a $0.13 midpoint increase from the April 28, 2025 outlook.
On July 21, 2025, SBA agreed to sell its 369 Canadian towers for CAD$446.0 million, expected to close in Q4 2025; the board declared a $1.11 quarterly dividend payable September 18, 2025.
Simon Property Group reported second-quarter 2025 Real Estate FFO of $1.154 billion, or $3.05 per diluted share, up 4.1% from the prior year, and raised its full-year 2025 Real Estate FFO per share guidance to $12.45 to $12.65. Net income attributable to common stockholders for the first six months fell to $969.8 million from $1.225 billion, a period that included a large 2024 gain on equity interests.
Q2 2025 net income attributable to common stockholders was $556.1 million, or $1.70 per diluted share, versus $493.5 million, or $1.51, a year earlier.
Full-year 2025 Real Estate FFO per diluted share guidance raised to $12.45 to $12.65 from the prior outlook.
Board declared a third-quarter common dividend of $2.15 per share, up $0.10 or 4.9% year over year, payable September 30, 2025.
Six-month net income attributable to common stockholders was $969.8 million, or $2.97 per diluted share, compared with $1.225 billion, or $3.76, in 2024.
Tanger reported second-quarter 2025 diluted net income of $0.26 per share ($29.9 million), up from $0.22 a year earlier, and FFO of $0.58 per share ($68.6 million), up from $0.53. The company raised its full-year 2025 diluted FFO per share estimate to $2.24-$2.31 from $2.22-$2.30 and its diluted net income per share estimate to $0.93-$1.00 from $0.91-$0.99.
Q2 2025 diluted net income was $0.26 per share, or $29.9 million, versus $0.22 per share, or $24.6 million, in Q2 2024.
Q2 2025 FFO available to common shareholders was $0.58 per share, or $68.6 million, versus $0.53 per share, or $60.9 million.
2025 diluted FFO per share guidance is $2.24-$2.31, up from $2.22-$2.30.
Board authorized a quarterly dividend of $0.2925 per share, payable August 15, 2025 to holders of record on July 31, 2025.
V2X reported second-quarter 2025 revenue of $1.08 billion and net income of $22.4 million, compared with a net loss of $6.5 million a year earlier. The company raised its 2025 adjusted diluted EPS guidance and reaffirmed its revenue and adjusted EBITDA ranges, and it set up a $100 million share repurchase authorization.
Q2 revenue was $1.08 billion versus $1.07 billion a year earlier; net income was $22.4 million versus a net loss of $6.5 million.
Adjusted diluted EPS was $1.33, up 59% year over year; GAAP diluted EPS was $0.70.
A $100 million share repurchase authorization was established.
TG Therapeutics reported second quarter 2025 total revenue of $141.1 million, up from $73.5 million a year earlier, and net income of $28.2 million, compared with $6.9 million. The company raised its full-year 2025 BRIUMVI U.S. net revenue target to $570 million to $575 million from $560 million, and its total global revenue target to approximately $585 million from $575 million.
Q2 2025 BRIUMVI U.S. net product revenue was $138.8 million, up 91% from the same period last year.
Full-year 2025 BRIUMVI U.S. net revenue target raised to $570 million to $575 million, from $560 million.
Full-year 2025 total global revenue target raised to approximately $585 million, from $575 million.
Cash, cash equivalents and investment securities were $278.9 million as of June 30, 2025.
Bruker reported second quarter 2025 revenue of $797.4 million, down 0.4% from a year earlier, and non-GAAP diluted EPS of $0.32, down 38.5%. The company lowered its FY 2025 non-GAAP EPS guidance to $1.95 to $2.05 from the prior range implied by its outlook, citing weak demand in academic, biopharma and industrial markets, plus tariffs and currency pressure. Shareholders face lower near-term profit expectations, partly offset by a planned cost program of $100 million to $120 million in annual savings for FY 2026.
Q2 2025 revenue $797.4 million, down 0.4% yoy; organic revenue down 7.0%
Q2 2025 non-GAAP diluted EPS $0.32 vs. $0.52 a year earlier; GAAP diluted EPS $0.05
FY 2025 guidance: revenue $3.43 to $3.50 billion and non-GAAP EPS $1.95 to $2.05, compared with $2.41 in FY 2024
Cost savings initiative expected to reduce annual costs by $100 million to $120 million in FY 2026
Freshpet reported second-quarter 2025 net sales of $264.7 million, up 12.5%, and net income of $16.4 million, compared with a net loss of $1.7 million a year earlier. The company lowered its 2025 net sales growth forecast to 13% to 16% from 15% to 18%, cut its capital expenditure forecast to about $175 million from about $225 million, and removed its $1.8 billion 2027 net sales target, which matters to shareholders because it reduces the company's stated growth expectations.
Q2 2025 net sales were $264.7 million, up 12.5% from $235.3 million, with volume gains of 10.8%.
Q2 2025 net income was $16.4 million, or $0.33 per diluted share, versus a net loss of $1.7 million in the prior year period.
2025 net sales growth guidance was cut to 13% to 16%, from 15% to 18%; Adjusted EBITDA guidance of $190 million to $210 million was unchanged.
Capital expenditure guidance for 2025 was cut to about $175 million from about $225 million, and the 2027 net sales target of $1.8 billion was removed.
IDEXX Laboratories reported second-quarter 2025 revenue of $1,109 million, up 11% as reported and 9% organic, and diluted EPS of $3.63, up 49% as reported. The company raised its full-year 2025 revenue guidance to $4,205 million–$4,280 million and its EPS outlook to $12.40–$12.76, which shareholders will weigh against a prior-year litigation accrual that depressed the comparison base.
Q2 2025 revenue $1,109 million, up 11% as reported and 9% organic; comparable EPS $3.50, up 17%
Diluted EPS $3.63 included $0.07 from a discrete tax reserve release and $0.10 from share-based compensation tax benefits
2025 revenue guidance raised to $4,205 million–$4,280 million, up $90 million at midpoint; EPS outlook raised by $0.40 at midpoint to $12.40–$12.76
Waters reported second-quarter 2025 sales of $771 million, up 9% as reported and 8% in constant currency, and non-GAAP EPS of $2.95, up 12% from $2.63 a year earlier. The company raised its full-year 2025 non-GAAP EPS guidance to $12.95 to $13.05 and its constant currency sales growth guidance to +5.5% to +7.5%, which points to stronger expected results for shareholders. The release also says the company is integrating a proposed combination with BD Biosciences & Diagnostic Solutions.
Q2 2025 sales were $771 million, up 9% as reported and 8% in constant currency, versus $709 million in Q2 2024.
GAAP diluted EPS was $2.47, compared with $2.40 a year earlier; non-GAAP EPS was $2.95, compared with $2.63.
Full-year 2025 non-GAAP EPS guidance was raised to $12.95 to $13.05, and constant currency sales growth guidance to +5.5% to +7.5%.
Third-quarter 2025 non-GAAP EPS is expected to be $3.15 to $3.25.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.