AI filing briefs · archive

8-K filings in August 2025, explained

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).

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Supernus Appoints Frank Mottola Chief Technical Operations Officer, Raises Pay

Neutral leadership Written later 5.02

Supernus Pharmaceuticals named Frank Mottola, previously its Senior Vice President, Quality, GMP Operations and IT, as Chief Technical Operations Officer effective June 16, 2025. His annual base salary rose from $392,500 to $412,500 and his 2025 bonus target rose from 35% to 40% of base salary.

  • Frank Mottola appointed Chief Technical Operations Officer, effective June 16, 2025
  • Annual base salary increased from $392,500 to $412,500
  • 2025 bonus target increased from 35% to 40% of base salary
  • Board approved the appointment and pay changes on the Compensation Committee's May 30, 2025 recommendation
Read the filing on SEC.gov ↗
UTHRUNITED THERAPEUTICS Corp Aug 1, 5:17 PM ET

United Therapeutics enters $1 billion accelerated share repurchase agreements with Citi

Neutral shareholder Written later 1.017.01

On August 1, 2025, United Therapeutics entered two accelerated share repurchase agreements with Citibank, N.A., totaling $1 billion under the $1 billion program its board approved on July 30, 2025. The company makes the full $1 billion upfront payment to Citi on August 4, 2025, and receives initial share deliveries that day, with the final number of shares repurchased to be set by future average prices. For shareholders, the buyback is a large use of company cash, and the filing does not yet state the total number of shares that will be repurchased.

  • Two agreements of $500 million each: an uncollared ASR and a collared ASR with Citi.
  • Aggregate upfront payment of $1 billion to Citi due August 4, 2025.
  • Initial deliveries on August 4, 2025 of about 1,274,296 shares (uncollared) and about 849,531 shares (collared).
  • Final settlement expected in the fourth quarter of 2025 (uncollared) and the first quarter of 2026 (collared).
Read the filing on SEC.gov ↗
FULTFULTON FINANCIAL CORP Aug 1, 4:33 PM ET

Fulton Financial President Angela Snyder to retire December 31, 2025

Neutral leadership Written later 5.02

Fulton Financial President Angela Snyder informed the company on July 28, 2025 of her intention to retire, and the company announced the retirement on August 1, 2025. Her retirement takes effect December 31, 2025, which is a change in the company's senior leadership that shareholders will want to track.

  • Angela M. Snyder, President, will retire from Fulton Financial Corporation on December 31, 2025.
  • She informed the company of her intention to retire on July 28, 2025; the press release followed on August 1, 2025.
  • Chairman and CEO Curt Myers praised her leadership. The filing does not name a successor.
Read the filing on SEC.gov ↗
LAZLazard, Inc. Aug 1, 4:27 PM ET

Lazard closes $300 million 5.625% senior notes offering due 2035

Neutral financing Written later 1.012.038.01

Lazard Group LLC, a subsidiary of Lazard, Inc., completed a $300 million offering of 5.625% senior notes due August 1, 2035, guaranteed by Lazard, Inc. The company said it will use the net proceeds to repurchase its 3.625% notes due 2027 through a cash tender offer, with the remainder for general corporate purposes. The filing adds $300 million of long-term debt, while the 2027 notes are being refinanced.

  • $300 million aggregate principal of 5.625% senior notes due August 1, 2035, with interest payable February 1 and August 1 starting February 1, 2026
  • Tender offer for 3.625% notes due March 1, 2027 set total consideration of $991.89 per $1,000 principal amount, plus accrued interest
  • Tender offer expired at 5:00 p.m. New York City time on August 1, 2025; the filing does not state how much principal was tendered
  • Notes are senior unsecured obligations of Lazard Group, rank equally with its other senior unsecured debt, and are guaranteed by Lazard, Inc.
Read the filing on SEC.gov ↗

Amneal Refinances Term Loan With $2.1 Billion Loan and $600 Million Notes

Neutral financing Written later 1.012.03

On August 1, 2025, Amneal Pharmaceuticals LLC borrowed $2.1 billion of new seven-year term loans and completed a $600 million offering of 6.875% senior secured notes due 2032. The company used the proceeds to refinance its existing term loans, which had about $2.26 billion outstanding, and to repay its ABL facility in full. The filing describes a refinancing that replaces existing debt and extends maturities rather than adding a stated new use of cash.

  • New $2.1 billion term loan matures August 1, 2032, with interest at term SOFR plus a 3.50% margin
  • $600 million of 6.875% senior secured notes due August 1, 2032, issued at 100% of principal amount
  • Existing term loan of about $2.26 billion refinanced in full; ABL facility repaid and its maturity extended to August 1, 2030 with $600 million of commitments
Read the filing on SEC.gov ↗
EOGEOG RESOURCES INC Aug 1, 4:15 PM ET

EOG completes $5.6 billion acquisition of Encino Acquisition Partners

Neutral m&a Written later 2.01

On August 1, 2025, EOG Resources completed its previously announced acquisition of Encino Acquisition Partners, LLC, buying all outstanding equity interests from the sellers for $5.6 billion in cash, including repayment of debt. The price is subject to customary working capital and other adjustments, and the full purchase agreement will be filed with EOG's 10-Q for the quarter ended June 30, 2025.

  • Purchase price: $5.6 billion in cash, inclusive of debt repayment, subject to customary adjustments
  • Closing date: August 1, 2025; purchase agreement dated May 30, 2025
  • Structure: part through acquisition of Blocker Corp, part through direct purchase of equity interests in Encino
  • Full agreement to be filed as an exhibit to the Form 10-Q for the quarter ended June 30, 2025
Read the filing on SEC.gov ↗
DANDANA Inc Aug 1, 4:11 PM ET

Dana adds $250 million term loan tied to off-highway business divestiture

Neutral financing Written later 1.012.03

Dana Incorporated entered into Amendment No. 7 to its Credit and Guaranty Agreement on July 31, 2025, adding a new $250.0 million term A facility. The facility matures at the earlier of five business days after the off-highway business divestiture closes or 364 days after the amendment takes effect, so it adds new borrowing that shareholders will need to track against the planned sale.

  • New 2025 term A facility: $250.0 million aggregate principal amount, added by Amendment No. 7 dated July 31, 2025
  • Maturity: earlier of five business days after the off-highway business divestiture closes or 364 days after the amendment takes effect
  • Quarterly amortization of 10% of principal starting December 31, 2025, with the balance due at maturity
  • Facility is guaranteed by domestic subsidiaries and secured by first-priority liens on substantially all assets of Dana and the guarantors
Read the filing on SEC.gov ↗
NNNNNN REIT, INC. Aug 1, 4:04 PM ET

NNN REIT promotes Joshua P. Lewis to EVP, Chief Investment Officer, effective August 1, 2025

Neutral leadership Written later 5.02

NNN REIT, Inc. promoted Joshua P. Lewis, previously Senior Vice President and Head of Acquisitions, to Executive Vice President and Chief Investment Officer, effective August 1, 2025. He will lead the company's real estate investments, and his employment letter sets a $375,000 base salary plus bonus and equity eligibility, with severance terms under the Executive Severance Plan.

  • Joshua P. Lewis, 52, promoted to Executive Vice President, Chief Investment Officer, effective August 1, 2025
  • Base salary set at $375,000 per year, with eligibility for a performance-based cash bonus and equity awards
Read the filing on SEC.gov ↗

abrdn Income Credit Strategies Fund sets up up to $75 million share sale program via ALPS

Neutral financing Written later 1.018.01

On August 1, 2025, abrdn Income Credit Strategies Fund (ACP) entered into a distribution agreement with ALPS Distributors to offer and sell up to $75 million of common shares at market prices over time. The fund also began the offering that day under an existing shelf registration, and UBS Securities is a sub-placement agent.

  • Program size: up to $75,000,000 of common shares, offered at the market through ALPS Distributors, Inc.
  • Shares may not be sold below the fund's current net asset value, excluding commissions or discounts.
  • UBS Securities LLC is a sub-placement agent under an agreement dated August 1, 2025.
  • The offering uses a prospectus supplement dated August 1, 2025 and a base prospectus dated May 30, 2024.
Read the filing on SEC.gov ↗
WTRGEssential Utilities, Inc. Aug 1, 10:53 AM ET

Essential Utilities Q2 EPS rises to $0.38; 2025 GAAP EPS now seen above guidance

Positive guidance Written later 2.02

Essential Utilities reported second-quarter 2025 net income of $107.8 million, or $0.38 per share, up from $75.4 million, or $0.28 per share, a year earlier, on revenue of $514.9 million, up 18.5%. The company expects 2025 GAAP earnings per share above its $2.07-$2.11 guidance range due to non-recurring benefits, and it raised its quarterly dividend by 5.25%.

  • Q2 2025 net income $107.8 million, or $0.38 per share, versus $75.4 million, or $0.28 per share, in Q2 2024
  • Q2 2025 revenues $514.9 million, up 18.5% from $434.4 million; operations and maintenance expense rose to $148.5 million from $142.5 million
  • 2025 GAAP EPS expected above the $2.07-$2.11 guidance range due to non-recurring benefits; 2025 infrastructure investment expected at $1.4 to $1.5 billion
  • Quarterly dividend increased to $0.3426 per share, payable September 2, 2025, to holders of record on August 12, 2025
Read the filing on SEC.gov ↗
RBCRBC Bearings INC Aug 1, 9:05 AM ET

RBC Bearings Q1 sales rise 7.3% to $436.0 million; GAAP diluted EPS $2.17

Positive earnings Written later 2.02

RBC Bearings reported fiscal first quarter 2026 results for the quarter ended June 28, 2025, with net sales up 7.3% to $436.0 million and GAAP diluted EPS of $2.17, compared with $1.90 a year earlier. The company also guided second-quarter net sales to $445.0 million to $455.0 million, or growth of 11.8% to 14.4%, which matters to shareholders because it signals the company's expected sales trajectory.

  • Net sales of $436.0 million rose 7.3% from $406.3 million; Aerospace/Defense rose 10.4% and Industrial rose 5.5%.
  • GAAP net income attributable to common stockholders was $68.5 million, up from $55.7 million; GAAP diluted EPS was $2.17 versus $1.90.
  • Gross margin was 44.8% versus 45.3% a year earlier; adjusted operating income was $105.3 million.
  • Second-quarter fiscal 2026 outlook: net sales of $445.0 million to $455.0 million and gross margin of 44.0% to 44.25%.
Read the filing on SEC.gov ↗
BENFRANKLIN TEMPLETON INC Aug 1, 8:43 AM ET

Franklin Resources Q3 net income falls 47% to $92.3 million; adjusted EPS $0.49

Negative earnings Written later 2.027.01

Franklin Resources reported fiscal third-quarter results for the period ended June 30, 2025, furnished in an 8-K with a press release. GAAP net income attributable to the company fell 47% from a year earlier to $92.3 million, or $0.15 per diluted share, and operating revenues dropped 3% to $2,064.0 million. Shareholders are also weighing the $157.4 million spent on share repurchases and $9.3 billion in long-term net outflows.

  • Operating revenues were $2,064.0 million, down 3% from $2,122.9 million a year earlier and 2% from $2,111.4 million in the prior quarter.
  • Net income attributable to Franklin Resources was $92.3 million, or $0.15 per diluted share, versus $174.0 million, or $0.32, a year earlier.
  • Adjusted diluted EPS, a non-GAAP measure, was $0.49, compared with $0.60 a year earlier and $0.47 in the prior quarter.
  • Long-term net outflows were $9.3 billion; total AUM was $1,611.8 billion at June 30, 2025.
Read the filing on SEC.gov ↗
ABRARBOR REALTY TRUST INC Aug 1, 8:39 AM ET

Arbor Realty Trust Q2 net income falls to $24.0 million, $0.12 per diluted share

Negative earnings Written later 2.02

Arbor Realty Trust reported second quarter 2025 results on August 1, 2025, with net income attributable to common stockholders of $24.0 million, or $0.12 per diluted share, down from $47.4 million, or $0.25, a year earlier. Distributable earnings were $52.1 million, or $0.25 per diluted share, versus $91.6 million, or $0.45, in the second quarter of 2024. The company declared a $0.30 per share quarterly common dividend, payable August 29, 2025, to holders of record on August 15, 2025.

  • Net income attributable to common stockholders: $24.0 million ($0.12 per diluted share) vs. $47.4 million ($0.25) in Q2 2024
  • Distributable earnings: $52.1 million ($0.25 per diluted share) vs. $91.6 million ($0.45) in Q2 2024; excluding $10.5 million of realized losses from sales of two real estate owned properties, the company cites $0.30 per diluted share
  • Quarterly common dividend declared at $0.30 per share, payable August 29, 2025 to holders of record on August 15, 2025
  • In July 2025, the company issued $500.0 million of 7.875% senior unsecured notes due 2030 to repay $287.5 million of convertible senior notes
Read the filing on SEC.gov ↗
HWKNHAWKINS INC Aug 1, 8:17 AM ET

Hawkins shareholders elect eight directors and ratify Deloitte at July 30 meeting

Neutral shareholder Written later 5.02

At its annual meeting held July 30, 2025, Hawkins shareholders elected all eight board nominees and ratified Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending March 29, 2026. Shareholders also approved, on a non-binding advisory basis, the compensation of the company's executive officers. The filing reports votes on routine governance matters and does not describe any change in leadership or company results.

  • All eight director nominees were elected; James A. Faulconbridge received 13,417,459 for and 1,327,965 withheld votes
  • Deloitte & Touche LLP ratified as auditor for the fiscal year ending March 29, 2026, with 16,912,506 for, 20,135 against and 3,654 abstentions
  • Advisory say-on-pay proposal approved with 14,131,359 for, 594,854 against and 19,211 abstentions
  • Broker non-votes were 2,190,871 on the director and say-on-pay proposals
Read the filing on SEC.gov ↗
NSPINSPERITY, INC. Aug 1, 8:15 AM ET

Insperity posts Q2 net loss of $5 million and lowers 2025 guidance

Mixed earnings Written later 2.027.01

Insperity reported second-quarter 2025 revenue up 3% to $1.7 billion, but swung to a net loss of $5 million, or $(0.14) per diluted share, from net income of $18 million a year earlier. The company said higher-than-expected benefits costs drove the decline and lowered its 2025 guidance.

  • Q2 2025 revenues rose 3% to $1.7 billion; gross profit fell 14% to $223 million.
  • Q2 2025 adjusted EBITDA was $32 million and adjusted EPS was $0.26, versus $0.86 in Q2 2024.
  • Updated full-year 2025 guidance: adjusted EPS of $1.81 to $2.51 and adjusted EBITDA of $170 million to $205 million; Q3 2025 adjusted EPS of $0.06 to $0.49.
  • On July 31, 2025, Insperity also announced an updated HR solutions portfolio, including Insperity HRScale with Workday, which the company said will be available to early adopter customers in 2026.
Read the filing on SEC.gov ↗
GWWW.W. GRAINGER, INC. Aug 1, 8:09 AM ET

Grainger Q2 sales rise 5.6% to $4.6 billion; cuts 2025 EPS guidance to $38.50-$40.25

Mixed guidance Written later 2.02

Grainger reported second-quarter 2025 sales of $4.6 billion, up 5.6%, and diluted EPS of $9.97, up 4.8% on a reported basis, while its operating margin fell 20 basis points to 14.9%. The company lowered its full-year 2025 adjusted diluted EPS guidance to $38.50-$40.25 from $39.00-$41.50, citing tariff-related headwinds, which matters to shareholders because it reduces the earnings outlook even as the quarter's top-line and per-share results grew.

  • Q2 2025 net sales were $4.6 billion, up 5.6% (5.1% on a daily, constant currency basis).
  • Diluted EPS was $9.97, up 4.8% reported and 2.2% adjusted; the company said the increase was driven primarily by fewer shares outstanding.
  • Full-year 2025 adjusted diluted EPS guidance was lowered to $38.50-$40.25 from $39.00-$41.50 as of May 1, 2025.
  • Operating cash flow was $377 million, and the company returned $336 million to shareholders through dividends and share repurchases.
Read the filing on SEC.gov ↗
CLCOLGATE PALMOLIVE CO Aug 1, 8:00 AM ET

Colgate-Palmolive Q2 sales rise 1.0%, EPS up 2%; $200-$300 million productivity program

Mixed earnings Written later 2.022.05

Colgate-Palmolive reported second-quarter 2025 net sales of $5,110 million, up 1.0%, and GAAP diluted EPS of $0.91, up 2%, while narrowing its full-year organic sales growth outlook to the low end of 2% to 4%. The company also approved a three-year productivity program with projected pre-tax charges of $200 million to $300 million, which will weigh on reported results through December 31, 2028.

  • Q2 2025 net sales were $5,110 million, up 1.0%; organic sales rose 1.8%, including a 0.6% negative impact from lower private label pet sales.
  • GAAP diluted EPS was $0.91, up from $0.89; GAAP gross profit margin fell 50 basis points to 60.1%.
  • Full-year 2025 organic sales growth is now expected at the low end of 2% to 4%; GAAP EPS is still expected to rise low single digits.
  • The productivity program carries projected cumulative pre-tax charges of $200 million to $300 million over three years, with substantially all incurred by December 31, 2028, recorded in the Corporate segment.
Read the filing on SEC.gov ↗
OSKOSHKOSH CORP Aug 1, 8:00 AM ET

Oshkosh raises 2025 adjusted EPS outlook to about $11.00; Q2 sales fall 4.0%

Mixed earnings Written later 2.02

Oshkosh reported second-quarter 2025 net sales of $2.73 billion, down 4.0% from a year earlier, and GAAP diluted EPS of $3.16 versus $2.56, with adjusted EPS of $3.41 versus $3.34. The company raised its 2025 adjusted EPS expectation to approximately $11.00 and its GAAP EPS expectation to approximately $10.25, while keeping its net sales outlook at about $10.6 billion. The filing also announced a $0.51 quarterly dividend.

  • Q2 net sales decreased $114.8 million, or 4.0%, to $2.73 billion, mainly on lower Access and Transport volume
  • Q2 GAAP diluted EPS was $3.16 versus $2.56; adjusted diluted EPS was $3.41 versus $3.34
  • 2025 adjusted EPS expectation raised to approximately $11.00; GAAP EPS expectation approximately $10.25; net sales expectation about $10.6 billion, unchanged
  • Quarterly dividend of $0.51 per share, payable September 2, 2025 to holders of record August 19, 2025
Read the filing on SEC.gov ↗
IESCIES Holdings, Inc. Aug 1, 7:55 AM ET

IES Holdings Q3 revenue rises 16% to $890 million; diluted EPS $3.81

Positive earnings Written later 2.027.01

IES Holdings reported fiscal third-quarter 2025 revenue of $890 million, up 16% from a year earlier, with operating income up 24% to $111.9 million and diluted EPS of $3.81 versus $2.67. Residential revenue fell 8%, while Communications and Infrastructure Solutions grew, and the company disclosed the Qypsys acquisition and the purchase of the remaining 20% of Edmonson Electric after quarter end.

  • Revenue was $890 million, up 16% from $768 million; net income attributable to IES was $77.2 million, up 24%.
  • Diluted EPS was $3.81 versus $2.67; adjusted diluted EPS was $3.95 versus $2.72.
  • Communications revenue rose 56% to $299.2 million; Residential revenue fell 8% to $346.1 million.
  • Backlog was approximately $2.1 billion as of June 30, 2025; the company repurchased 33,900 shares for $5.3 million in the quarter.
Read the filing on SEC.gov ↗
DDOMINION ENERGY, INC Aug 1, 7:31 AM ET

Dominion Energy Q2 operating EPS rises to $0.75 from $0.65; 2025 guidance affirmed

Positive earnings Written later 2.02

Dominion Energy reported unaudited second-quarter 2025 GAAP net income of $760 million ($0.88 per share), up from $563 million ($0.64 per share) a year earlier. Operating earnings, the non-GAAP measure the company uses as its primary performance metric, rose to $649 million ($0.75 per share) from $567 million ($0.65 per share), and the company affirmed its full-year 2025 operating EPS guidance of $3.28 to $3.52 per share.

  • Q2 2025 operating revenue was $3,810 million, up from $3,486 million in Q2 2024.
  • Q2 2025 GAAP net income was $760 million ($0.88 per share) versus $563 million ($0.64 per share) in Q2 2024.
  • Q2 2025 operating earnings were $649 million ($0.75 per share) versus $567 million ($0.65 per share).
  • Full-year 2025 operating EPS guidance of $3.28 to $3.52 per share was affirmed, along with earnings, credit and dividend guidance from the Q4 2024 call.
Read the filing on SEC.gov ↗
CBOECboe Global Markets, Inc. Aug 1, 7:30 AM ET

Cboe Q2 net revenue rises 14% to record $587.3 million; raises revenue growth guidance

Positive guidance Written later 2.02

Cboe Global Markets reported second-quarter 2025 results on August 1, 2025, with net revenue of $587.3 million, up 14% from a year earlier, and adjusted diluted EPS of $2.46, up 14%. The company raised its 2025 organic total net revenue growth target to high single digits and lowered its adjusted operating expense guidance, which points to higher expected revenue and slightly lower expected costs for the year.

  • Net revenue of $587.3 million rose 14% from $513.8 million in Q2 2024, with Derivatives net revenue up 17%.
  • Diluted EPS of $2.23 rose 68%, primarily due to a non-recurring 2024 impairment; adjusted diluted EPS of $2.46 rose 14%.
  • 2025 organic total net revenue growth target raised to high single digits from mid to high single digits; adjusted operating expense guidance lowered to $832 million to $847 million from $837 million to $852 million.
  • Cboe plans to suspend Japanese equities operations on August 29, 2025, with normalized annual adjusted operating expense savings of $10 million to $12 million.
Read the filing on SEC.gov ↗
CHDCHURCH & DWIGHT CO INC /DE/ Aug 1, 7:07 AM ET

Church & Dwight Q2 sales dip 0.3%, reported EPS falls to $0.78; adjusted EPS beats

Mixed earnings Written later 2.02

Church & Dwight reported second-quarter 2025 net sales of $1,506.3 million, down 0.3% from a year earlier, and reported EPS of $0.78 versus $0.99 diluted a year ago. Adjusted EPS of $0.94 exceeded the company's $0.85 outlook, and the company kept its full-year adjusted EPS growth outlook of 0 to 2%, but its Q3 adjusted EPS outlook of $0.72 is down 9% from last year.

  • Net sales $1,506.3 million, down 0.3%; organic sales up 0.1%, the high end of the company's quarterly outlook
  • Reported EPS $0.78 versus $0.99 diluted a year earlier; adjusted EPS $0.94 versus the $0.85 outlook
  • About $51 million of pre-tax charges tied to exiting the Flawless, Spinbrush and Waterpik showerhead businesses, excluded from adjusted earnings
  • Full-year 2025 adjusted EPS growth outlook of 0 to 2% maintained; Touchland acquisition closed in July
Read the filing on SEC.gov ↗
TROWPRICE T ROWE GROUP INC Aug 1, 7:05 AM ET

T. Rowe Price Q2 net revenues fall 0.6% to $1.72 billion; GAAP EPS rises 6.2%

Mixed earnings Written later 2.02

T. Rowe Price reported second-quarter 2025 results on August 1, 2025. Net revenues were $1.72 billion, down 0.6% from a year earlier, while GAAP diluted EPS rose 6.2% to $2.24, helped by higher non-operating income. Adjusted diluted EPS of $2.24 was down 0.9% from $2.26, and the firm had net client outflows of $14.9 billion, so shareholders see mixed headline results.

  • Net revenues of $1,723.3 million, down 0.6% from $1,733.3 million in Q2 2024
  • GAAP diluted EPS of $2.24 versus $2.11 a year earlier; adjusted diluted EPS of $2.24 versus $2.26
  • Operating expenses rose 6.5% to $1,245.0 million, while ending AUM reached $1.68 trillion
  • Full-year 2025 GAAP effective tax rate estimated at 23.5% to 27.5%
Read the filing on SEC.gov ↗
PIPRPIPER SANDLER COMPANIES Aug 1, 7:05 AM ET

Piper Sandler Q2 net revenues rise 17% to $397 million; diluted EPS $2.38

Positive earnings Written later 2.02

Piper Sandler reported second-quarter 2025 net revenues of $397 million, up 17% from a year earlier but up 11% from the first quarter. Net income attributable to the company was $42 million, or $2.38 per diluted share, up 21% year over year but down 35% from the first quarter, which included a $25.4 million tax benefit. The company also raised its quarterly dividend to $0.70 per share from $0.65 and announced a pending acquisition of G Squared Capital Partners.

  • Q2 2025 net revenues were $397 million, up 17% year over year and 11% from Q1 2025; adjusted net revenues were $405 million, up 14% year over year.
  • Diluted EPS was $2.38 versus $1.97 a year earlier; adjusted EPS was $2.95 versus $2.52.
  • Q1 2025 results included $25.4 million of tax benefits from restricted stock vesting, or $1.43 per diluted share.
  • Quarterly dividend increased to $0.70 per share, payable September 12, 2025, to holders of record as of August 29, 2025.
Read the filing on SEC.gov ↗
FLRFLUOR CORP Aug 1, 7:03 AM ET

Fluor cuts 2025 adjusted EBITDA guidance as Q2 adjusted EPS falls 49%

Negative guidance Written later 2.02

Fluor reported second-quarter 2025 revenue of $4.0 billion, down 6% from a year earlier, and adjusted EPS of $0.43, down 49%. The company lowered its 2025 adjusted EBITDA guidance to $475 million to $525 million from $575 million to $675 million, citing client hesitation around economic uncertainty, along with cost growth on three infrastructure projects. Reported GAAP net earnings of $2.5 billion were driven by a $3.2 billion pre-tax NuScale mark-to-market gain, so the adjusted figures and lower outlook are the more direct read on operating performance for shareholders.

  • Q2 revenue of $4.0 billion, down 6% year over year; adjusted EBITDA of $96 million, down 42%.
  • Adjusted EPS of $0.43 versus $0.85 a year earlier; GAAP EPS of $14.81 includes $3.2 billion in pre-tax NuScale mark-to-market gains.
  • 2025 adjusted EBITDA guidance revised to $475 million to $525 million from $575 million to $675 million; adjusted EPS guidance to $1.95 to $2.15 from $2.25 to $2.75.
  • Q2 operating cash flow was negative $21 million; backlog was $28.2 billion, down 13% from $32.3 billion a year ago.
Read the filing on SEC.gov ↗
MRNAModerna, Inc. Aug 1, 7:02 AM ET

Moderna Q2 revenue falls 41% to $142 million; 2025 revenue range top cut $300 million

Negative earnings Written later 2.02

Moderna reported second-quarter 2025 total revenue of $142 million, down 41% from $241 million a year earlier, and a net loss of $825 million, or $2.13 per share, versus a $3.33 loss per share a year earlier. The company lowered the high end of its 2025 revenue range by $300 million to $1.5 to $2.2 billion, mainly because some U.K. contracted deliveries shifted into the first quarter of 2026, while it expects operating expenses to improve by about $400 million.

  • Q2 2025 total revenue was $142 million, down 41% from $241 million; Q2 net loss was $825 million, versus $1.3 billion a year earlier
  • 2025 revenue range is now $1.5 to $2.2 billion, a $300 million reduction at the high end
  • 2025 GAAP operating expenses are now expected at $5.9 to $6.1 billion, an improvement of about $400 million
  • Year-end 2025 cash balance expected at about $6 billion; cash and investments were $7.5 billion as of June 30, 2025
Read the filing on SEC.gov ↗
CNHCNH Industrial N.V. Aug 1, 6:53 AM ET

CNH Industrial Q2 revenue falls 14% to $4.71 billion; diluted EPS $0.17 vs. $0.32

Negative earnings Written later 2.027.01

CNH Industrial reported second-quarter 2025 results with consolidated revenues of $4.71 billion, down 14% from a year earlier, and net income of $217 million, down 46%. Diluted earnings per share were $0.17 versus $0.32 a year earlier, and the company reaffirmed its full-year 2025 outlook rather than changing it. For shareholders, the filing shows lower sales and profit from weaker equipment demand and dealer destocking, with the outlook unchanged.

  • Consolidated revenues were $4.71 billion, down 14%; net sales of Industrial Activities were $4.02 billion, down 16%.
  • Net income was $217 million versus $404 million; adjusted diluted EPS was $0.17 versus $0.35.
  • Agriculture adjusted EBIT margin was 8.1% versus 12.8%; Construction adjusted EBIT margin was 4.5% versus 6.7%.
  • Full-year 2025 guidance was reaffirmed, including Adjusted diluted EPS of $0.50 to $0.70 and free cash flow of Industrial Activities of $100 million to $500 million.
Read the filing on SEC.gov ↗

Regeneron Q2 2025 revenue rises 4% to $3.68 billion; GAAP EPS up 3% to $12.81

Positive earnings Written later 2.02

Regeneron reported second quarter 2025 total revenues of $3.68 billion, up 4% from a year earlier, and GAAP earnings per diluted share of $12.81, up 3%. GAAP net income fell 3% to $1.39 billion, and the company raised its full-year 2025 GAAP effective tax rate guidance to 11%–13%.

  • Total revenues $3.68 billion, up 4%; GAAP net income $1.39 billion, down 3%
  • Non-GAAP EPS $12.89, up 12%; GAAP EPS $12.81, up 3%
  • 2025 GAAP effective tax rate guidance raised to 11%–13% from 9%–11%; non-GAAP tax rate guidance unchanged at 11%–13%
  • Company expects delays to pending FDA approvals for EYLEA HD with August 2025 PDUFA dates; FDA issued a Complete Response Letter for odronextamab on July 30, 2025
Read the filing on SEC.gov ↗

Xenia raises 2025 guidance as second-quarter net income rises to $55.2 million

Positive guidance Written later 2.02

Xenia Hotels & Resorts reported second-quarter 2025 net income attributable to common stockholders of $55.2 million, or $0.56 per share, compared with $15.3 million, or $0.15 per share, a year earlier. The company raised its full-year 2025 guidance for Adjusted EBITDAre and Adjusted FFO, citing second-quarter outperformance and an unchanged outlook for the second half.

  • Q2 2025 Adjusted EBITDAre was $79.5 million, up 16.3% from Q2 2024; Adjusted FFO per diluted share was $0.57, up 9.6%.
  • Same-Property RevPAR rose 4.0% to $195.51 in Q2, and Same-Property Hotel EBITDA rose 22.2% to $84.0 million.
  • Full-year 2025 Adjusted EBITDAre guidance is $249 million to $263 million, and Adjusted FFO per diluted share guidance is $1.66 to $1.80.
  • In Q2 the company repurchased 2,948,912 shares for approximately $35.7 million and had $146.4 million left under its repurchase authorization.
Read the filing on SEC.gov ↗
NVTnVent Electric plc Aug 1, 6:46 AM ET

nVent Q2 sales up 30% to $963 million; raises full-year sales and adjusted EPS guidance

Positive earnings Written later 2.02

nVent reported second-quarter 2025 net sales of $963 million, up 30%, and GAAP diluted EPS from continuing operations of $0.65, up 18%. The company raised its full-year 2025 reported sales growth outlook to 24% to 26% and raised its adjusted EPS guidance to $3.22 to $3.30, while its GAAP EPS guidance range narrowed to $2.48 to $2.56, with a lower top end than before.

  • Q2 2025 net sales of $963 million, up 30%; organic sales up 9%
  • Q2 adjusted EPS from continuing operations of $0.86, up 28%; GAAP EPS of $0.65, up 18%
  • Full-year 2025 adjusted EPS guidance raised to $3.22 to $3.30 from $3.03 to $3.13
  • Q2 free cash flow of $74 million, compared with $101 million in Q2 2024
Read the filing on SEC.gov ↗
CNKCinemark Holdings, Inc. Aug 1, 6:40 AM ET

Cinemark Q2 2025 revenue rises 28.1% to $940.5 million; net income $93.5 million

Positive earnings Written later 2.017.01

Cinemark Holdings reported second-quarter 2025 results for the three months ended June 30, 2025, with total revenue up 28.1% year over year and net income attributable to the company more than doubling. For the six months ended June 30, 2025, net income attributable to the company fell to $54.6 million from $70.6 million, so the year-to-date picture is weaker than the quarter alone.

  • Q2 total revenue was $940.5 million, up from $734.2 million a year earlier.
  • Q2 net income attributable to Cinemark Holdings was $93.5 million, or $0.63 per diluted share, versus $45.8 million, or $0.32 per diluted share, in Q2 2024.
  • Q2 Adjusted EBITDA was $232.2 million, up from $142.1 million, with a margin of 24.7%.
  • Six-month net income attributable to the company was $54.6 million, down from $70.6 million, and diluted EPS was $0.38 versus $0.51.
Read the filing on SEC.gov ↗
KMBKIMBERLY CLARK CORP Aug 1, 6:34 AM ET

Kimberly-Clark Q2 sales fall 1.6%, adjusted EPS down 2.0%, but 2025 outlook raised

Mixed earnings Written later 2.02

Kimberly-Clark reported second quarter 2025 results, with net sales of $4.2 billion down 1.6% from a year earlier and adjusted diluted EPS of $1.92, down 2.0%. The company also raised its 2025 outlook, although the filing's outlook figures are framed as growth ranges and reflect the divestiture of its PPE business and exit of its US private label diaper business.

  • Q2 net sales were $4.2 billion, down 1.6%, while organic sales rose 3.9% on 5.0% volume growth.
  • Diluted EPS was $1.53 versus $1.61 a year earlier; adjusted EPS was $1.92, down 2.0%.
  • The 2025 outlook was raised; adjusted free cash flow is expected to be about $2 billion in 2025.
Read the filing on SEC.gov ↗

LyondellBasell Q2 net income falls to $115 million from $924 million a year earlier

Mixed earnings Written later 2.02

LyondellBasell reported second-quarter 2025 net income of $115 million, or $0.34 per diluted share, down from $924 million, or $2.82 per share, in the second quarter of 2024 and from $177 million in the first quarter of 2025. Excluding identified items such as asset write-downs and Cash Improvement Plan costs, EPS was $0.62, up from $0.33 in the first quarter but down from $2.20 a year earlier, and the company returned $536 million to shareholders.

  • Q2 2025 net income was $115 million ($0.34 per diluted share), versus $924 million ($2.82 per share) in Q2 2024.
  • Excluding identified items, EPS was $0.62, compared with $0.33 in Q1 2025 and $2.20 in Q2 2024.
  • Sales and other operating revenues were $7,658 million, versus $7,677 million in Q1 2025 and $8,678 million in Q2 2024.
  • Third-quarter operating rates are expected to be 85% for North American O&P, 75% for European O&P and 80% for I&D assets.
Read the filing on SEC.gov ↗
NWLNEWELL BRANDS INC. Aug 1, 6:31 AM ET

Newell Brands Q2 Net Sales Fall 4.8%; Normalized EPS Drops to $0.24 from $0.35

Negative earnings Written later 2.02

Newell Brands reported second quarter 2025 net sales of $1.9 billion, down 4.8% from a year earlier, and normalized diluted EPS of $0.24 versus $0.35. Gross margin rose to 35.4%, but the company also updated its full year 2025 outlook to include higher tariff costs, with normalized EPS now expected at $0.66 to $0.70 and operating cash flow at $400 million to $450 million. For shareholders, lower sales and profit alongside higher tariff costs weigh on the outlook.

  • Net sales were $1.9 billion, down 4.8%; core sales declined 4.4%
  • Normalized diluted EPS was $0.24 versus $0.35; GAAP diluted EPS was $0.11, unchanged
  • Full year 2025 normalized EPS outlook is $0.66 to $0.70; operating cash flow outlook is $400 million to $450 million
  • Year-to-date operating cash outflow was $271 million; company estimates incremental cash tariff cost of about $155 million versus 2024
Read the filing on SEC.gov ↗
TILEINTERFACE INC Aug 1, 6:30 AM ET

Interface raises 2025 sales guidance after Q2 sales rise 8% to $376 million

Positive earnings Written later 2.027.01

Interface reported second-quarter 2025 net sales of $376 million, up 8% from a year earlier, and GAAP diluted earnings per share of $0.55, up 45%. The company raised its full-year 2025 net sales outlook to $1.370 billion to $1.390 billion from $1.340 billion to $1.365 billion, which gives shareholders a higher revenue range for the year.

  • Q2 net sales $375.5 million, up 8.3% (7.1% currency neutral); Americas currency-neutral sales up 11%
  • GAAP diluted EPS $0.55 vs $0.38 a year earlier; adjusted diluted EPS $0.60 vs $0.40
  • Full-year 2025 net sales outlook raised to $1.370 billion to $1.390 billion; Q3 net sales outlook $350 million to $360 million
  • Q2 adjusted gross profit margin 39.8%, up 402 basis points year over year
Read the filing on SEC.gov ↗
INGRIngredion Inc Aug 1, 6:08 AM ET

Ingredion Q2 diluted EPS rises to $2.99 and full-year EPS outlook is raised; sales fall 2%

Mixed earnings Written later 2.02

Ingredion reported second-quarter 2025 diluted EPS of $2.99, up from $2.22 a year earlier, and adjusted EPS of $2.87, flat year over year. Net sales fell 2% to $1.83 billion, while the company raised its full-year 2025 reported EPS guidance to $11.25 to $11.75 and adjusted EPS guidance to $11.10 to $11.60.

  • Q2 2025 net sales were $1.83 billion, down 2% from $1.88 billion a year earlier.
  • Q2 operating income rose 13% to $271 million; adjusted operating income was $273 million, up 1%.
  • Full-year 2025 reported EPS guidance is $11.25 to $11.75, and adjusted EPS guidance is $11.10 to $11.60.
  • The company cited a mechanical fire that briefly shut down its Chicago plant as a negative factor in the F&II U.S./Canada segment.
Read the filing on SEC.gov ↗

BrightSpring raises 2025 guidance as Q2 revenue rises 29.1% to $3,148 million

Positive guidance Written later 2.02

BrightSpring Health Services reported second-quarter 2025 results on August 1, 2025, with net revenue up 29.1% and Adjusted EBITDA up 28.8%, both excluding the Community Living business. The company raised its full-year 2025 revenue and Adjusted EBITDA guidance, while net income from continuing operations was flat at $8.5 million. The planned sale of Community Living to Sevita is expected to close in the fourth quarter of 2025.

  • Q2 2025 net revenue was $3,148 million, up 29.1% from $2,438 million a year earlier.
  • Adjusted EBITDA was $143 million, up 28.8% from $111 million; net income from continuing operations was $8.5 million, flat year over year.
  • 2025 revenue guidance was raised to $12,200 million-$12,600 million, and Adjusted EBITDA guidance to $590 million-$605 million.
  • The Community Living divestiture to Sevita, announced January 20, 2025, is expected to close in Q4 2025.
Read the filing on SEC.gov ↗
AVNTAVIENT CORP Aug 1, 6:01 AM ET

Avient Q2 adjusted EPS of $0.80 beats guidance; sales rise 2% to $866.5 million

Positive earnings Written later 2.02

Avient reported second quarter 2025 sales of $866.5 million, up from $849.7 million a year earlier, and adjusted EPS of $0.80 versus $0.76, slightly above its prior guidance of $0.79. The company narrowed its full-year 2025 adjusted EPS guidance to $2.77 to $2.87 from $2.70 to $2.94, and reduced debt by $50 million in the quarter.

  • Q2 sales were $866.5 million, up from $849.7 million; GAAP EPS was $0.57 versus $0.36 a year earlier.
  • Q2 adjusted EPS was $0.80, above the prior guidance of $0.79 and up from $0.76.
  • Full-year 2025 adjusted EPS guidance narrowed to $2.77 to $2.87 from $2.70 to $2.94.
  • Third-quarter adjusted EPS is expected to be $0.70; the company repaid $50 million of debt in Q2.
Read the filing on SEC.gov ↗

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.