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).
Post Holdings reported third-quarter fiscal 2025 results, with net sales up 1.9% to $1,984.3 million and diluted earnings per share of $1.79, compared with $1.53 a year earlier. The company raised its fiscal 2025 Adjusted EBITDA outlook to $1,500-$1,520 million, and it also said Chief Operating Officer Jeff A. Zadoks will retire effective January 2, 2026, with Nicolas Catoggio named to succeed him.
Third-quarter net sales of $1,984.3 million, up $36.6 million, or 1.9%, from $1,947.7 million
Diluted EPS of $1.79 versus $1.53; adjusted diluted EPS of $2.03 versus $1.54 (non-GAAP)
Fiscal 2025 Adjusted EBITDA outlook raised to $1,500-$1,520 million from $1,460-$1,500 million
Jeff A. Zadoks to retire as EVP and COO effective January 2, 2026; Nicolas Catoggio appointed EVP and COO
Karman Space & Defense (NYSE: KRMN) reported second quarter 2025 revenue of $115.1 million, up 35.3% from a year earlier, and net income of $6.8 million, up 47.8%. The company raised its full-year 2025 revenue forecast to $452 million-$458 million from $423 million-$433 million, and its adjusted EBITDA forecast to $138.5 million-$141.5 million from $132 million-$137 million. For shareholders, the results and higher outlook show growth in revenue and profit, though GAAP net income for the first half was only $2.0 million.
Q2 2025 revenue was $115.1 million, up 35.3% year over year; net income was $6.8 million, or $0.05 per diluted share.
Non-GAAP adjusted EBITDA was $35.3 million, up 28.7%, with an adjusted EBITDA margin of 30.7%.
Funded backlog was $719.3 million as of June 30, 2025, up 24.1% from the end of 2024.
Full-year 2025 revenue guidance rose to $452 million-$458 million; adjusted EBITDA guidance rose to $138.5 million-$141.5 million.
Motorola Solutions reported second-quarter 2025 sales of $2.8 billion, up 5% from a year earlier, and GAAP EPS of $3.04, up 17%. The company raised its full-year 2025 revenue, non-GAAP EPS and operating cash flow expectations, and said it completed the $4.4 billion acquisition of Silvus Technologies after the quarter ended.
Q2 sales $2,765 million vs. $2,628 million a year earlier; GAAP EPS $3.04 vs. $2.60; non-GAAP EPS $3.57 vs. $3.24
Full-year 2025 revenue guidance raised to approximately $11.65 billion from approximately $11.4 billion; non-GAAP EPS raised to $14.88 to $14.98 from $14.64 to $14.74
Operating cash flow of $272 million in Q2, up $92 million; full-year operating cash flow expectation raised to $2.75 billion
American Healthcare REIT (NYSE: AHR) reported second quarter 2025 results on August 7, 2025, with total revenues of $542.5 million, up from $504.6 million a year earlier, and net income attributable to controlling interest of $9.9 million, or $0.06 per diluted share. The company raised its full year 2025 guidance for NFFO per diluted share and total portfolio Same-Store NOI growth, citing strong operating results in its ISHC and SHOP segments.
Q2 NFFO was $0.42 per diluted share, compared with $0.33 in the second quarter of 2024; GAAP net income was $0.06 per diluted share, compared with $0.01.
2025 NFFO per diluted share guidance rose to $1.64 to $1.68 from $1.58 to $1.64; total portfolio Same-Store NOI growth guidance rose to 11.0% to 14.0% from 9.0% to 13.0%.
Net Debt-to-Annualized Adjusted EBITDA improved to 3.7x as of June 30, 2025, from 4.5x as of March 31, 2025; total liquidity was about $733.5 million.
The Board declared a $0.25 per share distribution for the quarter ended June 30, 2025, paid on or about July 18, 2025.
Genpact reported second-quarter 2025 net revenues of $1.254 billion, up 6.6% year-over-year, with diluted EPS of $0.75, up 11.9%. The company raised its full-year 2025 guidance, with adjusted diluted EPS now expected at $3.51 to $3.58, up from $3.41 to $3.52, which points to higher profit per share for shareholders.
Q2 2025 net revenues were $1.254 billion, up 6.6%; Advanced Technology Solutions revenue rose 17.3% to $293 million
Q2 adjusted diluted EPS was $0.88, up 11.4%; GAAP diluted EPS was $0.75, up 11.9%
Full-year 2025 adjusted diluted EPS guidance raised to $3.51 to $3.58 from $3.41 to $3.52
Cash generated from operations was $177 million in Q2 2025, down from $209 million a year earlier
ICU Medical reported second quarter 2025 revenue of $548.9 million, down from $596.5 million a year earlier, and GAAP net income of $35.3 million, or $1.43 per diluted share, which included a $41.8 million gain on sale of a business. The company also narrowed its 2025 adjusted EBITDA guidance to $380 million to $390 million from $380 million to $405 million, and adjusted diluted EPS guidance to $6.85 to $7.15 from $6.55 to $7.25, so shareholders face lower revenue and a lower top end for adjusted EBITDA guidance despite higher reported profit.
Q2 2025 revenue was $548.9 million versus $596.5 million in Q2 2024; Vital Care revenue fell to $108.0 million from $171.0 million.
GAAP net income was $35.3 million, or $1.43 per diluted share, versus a net loss of $21.4 million, or $0.88 per share, a year earlier.
Adjusted diluted EPS was $2.10 versus $1.56; adjusted EBITDA was $100.3 million versus $91.3 million.
Full-year 2025 adjusted EBITDA guidance high end lowered to $390 million from $405 million; the low end stayed at $380 million.
Artivion reported second-quarter 2025 revenue of $113.0 million, up 15% from a year earlier, and swung to a GAAP net income of $1.3 million from a net loss of $2.1 million. The company raised the midpoint of its full-year 2025 reported revenue guidance to $435 million to $443 million and its adjusted EBITDA guidance to $86 million to $91 million, and said it retired its $99.5 million of convertible notes due July 1, 2025 through an exchange for common stock.
Q2 2025 revenue was $113.0 million versus $98.0 million in Q2 2024, up 15% on a GAAP basis and 14% in constant currency.
GAAP net income was $1.3 million, or $0.03 per diluted share, compared with a net loss of $2.1 million, or $0.05 per share, a year earlier.
Full-year 2025 reported revenue guidance rose to $435 million to $443 million from $423 million to $435 million; adjusted EBITDA guidance is now $86 million to $91 million.
Adjusted EBITDA rose 33% to $24.8 million in Q2 2025 from $18.6 million in Q2 2024.
ACI Worldwide reported second-quarter 2025 revenue of $401 million, up 7% from a year earlier, but net income fell to $12 million from $31 million and adjusted EBITDA fell 13% to $81 million. The company raised its full-year 2025 revenue and adjusted EBITDA guidance and repurchased 2.4 million shares for $119 million in the quarter, so shareholders see stronger full-year expectations alongside weaker quarterly profit.
Q2 2025 revenue was $401 million, up 7%; recurring revenue was $322 million, up 13%.
Q2 2025 diluted EPS was $0.12, versus $0.29 in Q2 2024; first-half net income of $71 million included a $22 million after-tax gain on the sale of the Mindgate stake.
Full-year 2025 revenue guidance was raised to $1.710 billion to $1.740 billion from $1.690 billion to $1.720 billion; adjusted EBITDA guidance was raised to $490 million to $505 million from $480 million to $495 million.
Q3 2025 guidance calls for revenue of $460 million to $470 million and adjusted EBITDA of $155 million to $165 million.
U.S. Physical Therapy reported second quarter 2025 results with revenue of $168.3 million, up 17.3% from a year earlier, and net income attributable to shareholders of $12.4 million, or $0.58 per share, versus $7.5 million, or $0.47 per share, a year ago. The company raised its full-year 2025 Adjusted EBITDA guidance to $93.0 million to $97.0 million and declared a $0.45 quarterly dividend.
Q2 2025 Adjusted EBITDA was $26.9 million, up 21.4% from $22.1 million in Q2 2024.
Full-year 2025 Adjusted EBITDA guidance raised to a range of $93.0 million to $97.0 million.
Quarterly dividend of $0.45 per share payable September 12, 2025, to holders of record on August 22, 2025.
Board approved a share repurchase program of up to $25 million through December 31, 2026.
Ligand reported second-quarter 2025 results on August 7, 2025, with total revenues and other income of $47.6 million, up 15% from $41.5 million a year earlier, and GAAP net income of $4.8 million, or $0.24 per diluted share, versus a $51.9 million loss in the same period of 2024. The company raised its full-year 2025 revenue guidance to $200 million to $225 million and its adjusted earnings per diluted share guidance to $6.70 to $7.00, which matters to shareholders because both headline measures improved and the outlook was lifted, though the six-month GAAP net loss of $37.6 million reflects a $44.3 million one-time charge.
Q2 2025 royalties were $36.4 million, up 57% from $23.2 million, mainly from Recordati's Qarziba and Travere Therapeutics' Filspari.
Q2 2025 GAAP net income was $4.8 million, or $0.24 per diluted share, compared with a GAAP net loss of $51.9 million, or $2.88 per share, in Q2 2024.
Six-month GAAP net loss was $37.6 million, or $1.95 per share, including a $44.3 million one-time charge tied to the Castle Creek Biosciences royalty financing agreement.
2025 revenue guidance rose to $200 million to $225 million from $180 million to $200 million; adjusted EPS guidance rose to $6.70 to $7.00 from $6.00 to $6.25.
US Foods reported fiscal second quarter 2025 net sales of $10.1 billion, up 3.8%, and net income of $224 million, up 13.1%, with diluted EPS of $0.96. The company raised its adjusted EBITDA growth guidance to 9.5% to 12% and its adjusted diluted EPS growth guidance to 19.5% to 23%, while net sales growth guidance was unchanged at 4% to 6%.
Net sales rose 3.8% to $10.1 billion; net income rose 13.1% to $224 million
Adjusted EBITDA rose 12.1% to $548 million; adjusted diluted EPS rose 28.0% to $1.19
Fiscal 2025 adjusted EBITDA growth guidance raised to 9.5% to 12% from 8% to 12%
Company repurchased 3.2 million shares for about $250 million in the quarter
Granite Construction reported second-quarter 2025 revenue of $1.13 billion, up 4% from a year earlier, and GAAP diluted earnings per share of $1.42, up from $0.76. The company raised its 2025 revenue and adjusted EBITDA margin guidance to reflect the Warren Paving and Papich Construction acquisitions announced August 6, 2025, which management says are immediately accretive to adjusted EBITDA margin.
Q2 2025 revenue $1.13 billion vs. $1.08 billion a year earlier; net income attributable to Granite $72 million vs. $37 million
Adjusted diluted EPS $1.93 vs. $1.73 in Q2 2024; six-month GAAP diluted EPS $0.84 vs. $0.13
2025 revenue guidance $4.35 billion to $4.55 billion, including about $150 million from new acquisitions; adjusted EBITDA margin guidance raised to 11.25% to 12.25%
Committed and Awarded Projects (CAP) reached a record $6.1 billion, up $324 million sequentially
Elanco reported second-quarter 2025 revenue of $1,241 million, up 5% from a year earlier, and reported net income of $11 million compared with a net loss of $50 million in the same quarter of 2024. The company raised its full-year 2025 revenue guidance to $4,570 million to $4,620 million and its adjusted EBITDA guidance to $850 million to $890 million, but adjusted EPS of $0.26 fell 13% year over year.
Q2 2025 revenue was $1,241 million, up 5% on a reported basis and 8% on an organic constant currency basis
Reported net income was $11 million ($0.02 per diluted share) versus a net loss of $50 million ($0.10 per share) in Q2 2024; adjusted EPS was $0.26, down 13%
Full-year 2025 adjusted EPS guidance was raised to $0.85 to $0.91 from $0.80 to $0.86, and reported net loss guidance is $(38) million to $(14) million
Net leverage ratio was 4.0x adjusted EBITDA at June 30, 2025; the year-end target was improved to 3.8x to 4.1x
YETI reported second-quarter 2025 net sales of $445.9 million, down 4% from a year earlier, while GAAP diluted EPS rose 3% to $0.61 and adjusted EPS fell 6% to $0.66. The company raised its 2025 adjusted EPS outlook to $2.34 to $2.48 from $1.96 to $2.02, but modestly lowered its adjusted sales outlook and expects about $200 million in 2025 share repurchases. The mix matters to shareholders because sales and adjusted profit declined in the quarter while full-year profit guidance improved.
Q2 net sales fell 4% to $445.9 million; U.S. sales fell 5% to $367.8 million and international sales rose 2% to $78.1 million.
Q2 adjusted operating income fell 9% to $73.2 million; the company cited higher technology expenses and tariff costs.
2025 adjusted EPS outlook raised to $2.34 to $2.48 from $1.96 to $2.02; adjusted sales outlook now flat to up 2%, from 1% to 4%.
Repurchased $23.0 million of stock in Q2 and expects about $200 million in 2025 repurchases; acquired shaker bottle assets for $38 million in August 2025.
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.