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).
Standex reported fiscal fourth-quarter 2025 results for the period ended June 30, 2025. Sales rose 23.2% year over year to $222.0 million, and adjusted EPS rose 20.6% to $2.28, while GAAP diluted EPS fell 25.9% to $1.23 from $1.66, reflecting higher amortization and acquisition-related costs tied to recent acquisitions. The company expects fiscal 2026 revenue to grow by more than $100 million.
Q4 FY25 net sales were $222.0 million, up from $180.2 million a year earlier, with the Amran/Narayan Group acquisition a major contributor.
GAAP diluted EPS was $1.23 versus $1.66 a year earlier; adjusted diluted EPS was $2.28 versus $1.89.
Adjusted operating margin was 20.6%, up 350 basis points year over year; GAAP operating margin was 15.6%.
For fiscal 2026, the company expects revenue to grow by over $100 million and fast growth market sales to exceed $265 million.
JBT Marel reported second quarter 2025 revenue of $935 million, up from $402 million a year earlier, after the Marel transaction closed at the beginning of 2025. Income from continuing operations fell to $3 million, or $0.07 diluted EPS, from $31 million a year earlier, and the company re-established full year 2025 guidance, including revenue of $3,675 million to $3,725 million and adjusted EPS of $5.45 to $6.15.
Q2 2025 revenue was $935 million versus $402 million in Q2 2024; adjusted EBITDA was $156 million versus $64 million.
Income from continuing operations was $3 million ($0.07 diluted EPS) versus $31 million ($0.95 diluted EPS) a year earlier; adjusted EPS was $1.49.
Full year 2025 guidance: revenue $3,675 million to $3,725 million, GAAP EPS ($1.90) to ($1.20), adjusted EPS $5.45 to $6.15.
The filing cites an $11 million loss on investment from a joint-venture impairment and $20 million in M&A related costs in the quarter.
MSA Safety reported second quarter 2025 results on August 4, 2025. Net sales rose 3% to $474 million but were flat on an organic basis, while GAAP net income fell 13% to $63 million and diluted EPS fell to $1.59 from $1.83. The company maintained its low-single-digit full-year organic sales growth outlook for 2025, citing macroeconomic risk and the timing of NFPA approval for its next-generation SCBA.
Q2 net sales $474 million, up 3% GAAP and flat organic, versus $462 million a year earlier
GAAP operating income $86 million (18.1% of sales) versus $100 million; GAAP diluted EPS $1.59 versus $1.83
Adjusted diluted EPS $1.93 versus $2.01; 2025 organic sales growth outlook maintained at low single digits
Acquired M&C TechGroup in a transaction valued at $188 million, net of cash acquired
Vornado Realty Trust reported second-quarter 2025 results on August 4, 2025. GAAP net income attributable to common shareholders rose to $743.8 million, or $3.70 per diluted share, from $35.3 million, or $0.18, a year earlier, mainly due to an $803.2 million gain tied to the 770 Broadway master lease with NYU. Revenues fell to $441.4 million from $450.3 million, and FFO as adjusted was $0.56 per diluted share versus $0.57 a year earlier, so the one-time gain drives the headline profit increase while core operating measures were flat to lower.
Net income attributable to common shareholders: $743.8 million, or $3.70 per diluted share, for the quarter ended June 30, 2025, versus $35.3 million, or $0.18, a year earlier
The increase is primarily due to the $803.2 million gain from the 770 Broadway master lease with NYU, completed May 5, 2025
FFO as adjusted was $113.3 million, or $0.56 per diluted share, versus $112.8 million, or $0.57, in Q2 2024; revenues were $441.4 million versus $450.3 million
Q2 earnings conference call scheduled for Tuesday, August 5, 2025 at 10:00 a.m. ET
Centerspace reported a second-quarter 2025 net loss of $0.87 per diluted share, compared with $0.19 a year earlier, after a $14.5 million real estate impairment. Revenue rose 5.4% to $68.5 million and Core FFO per diluted share edged up to $1.28 from $1.27, but the company narrowed and lowered its 2025 FFO per diluted share outlook to $4.70 to $4.83 from $4.73 to $4.97. The Board also authorized a share repurchase program of up to $100 million through July 31, 2026.
Q2 2025 net loss was $0.87 per diluted share versus $0.19 in Q2 2024; six-month net loss was $1.09 versus $0.56.
Core FFO was $1.28 per diluted share versus $1.27; same-store NOI rose 2.9% year over year.
2025 FFO per diluted share outlook is $4.70 to $4.83, down from $4.73 to $4.97; Core FFO outlook is $4.88 to $5.00, down from $4.86 to $5.10.
Repurchase program of up to $100 million of common shares was effective July 31, 2025, with no obligation to buy any specific number of shares.
New Jersey Resources reported a fiscal third-quarter GAAP net loss of $15.1 million, or $(0.15) per share, wider than the $11.6 million loss a year earlier. Its non-GAAP net financial earnings (NFE) turned positive at $6.2 million, or $0.06 per share, and the company raised the low end of its fiscal 2025 NFE per share guidance by $0.05, to $3.20 to $3.30.
Q3 GAAP net loss of $15.1 million, or $(0.15) per share, versus a net loss of $11.6 million, or $(0.12) per share, in Q3 fiscal 2024
Q3 net financial earnings of $6.2 million, or $0.06 per share, versus a net financial loss of $8.9 million, or $(0.09) per share, a year earlier
Fiscal 2025 NFE per share guidance low end raised $0.05, from $3.15 to $3.30 to $3.20 to $3.30
Q3 total operating revenues of $298.9 million, up from $275.6 million; nine-month net income of $320.6 million, or $3.20 per share
Ingevity reported second quarter 2025 net sales of $365.1 million, down 7%, and a net loss of $146.5 million, or $4.02 per diluted share, which included a $183.8 million non-cash goodwill impairment tied to the Advanced Polymer Technologies segment. Adjusted earnings rose 39% to $51.1 million, and the company raised the low end of its full-year adjusted EBITDA guidance to a range of $390 million to $415 million while maintaining its sales guidance of $1.25 billion to $1.40 billion.
Q2 net sales were $365.1 million, down 7%, mainly due to lower Performance Chemicals sales
Net loss of $146.5 million and diluted loss of $4.02 per share, including a $183.8 million goodwill impairment
Adjusted earnings rose 39% to $51.1 million; diluted adjusted EPS was $1.39, up 38%
Full-year 2025 adjusted EBITDA guidance is $390 million to $415 million; sales guidance remains $1.25 billion to $1.40 billion
The Andersons completed its purchase of Marathon's 49.9% stake in The Andersons Marathon Holdings LLC for $425 million, including $40 million of working capital, on July 31, 2025, giving it full ownership of four ethanol plants with 500 million gallons of annual capacity. In second quarter results, net income attributable to the company fell to $7.9 million, or $0.23 per diluted share, from $36.0 million, or $1.05, a year earlier, even as sales and merchandising revenues rose to $3.1 billion from $2.8 billion. The company funded the deal with cash on hand and existing credit facilities, and said it expects immediate accretion to earnings per share.
Q2 2025 net income attributable to The Andersons was $7.9 million, or $0.23 per diluted share, versus $36.0 million, or $1.05, in Q2 2024.
Q2 2025 sales and merchandising revenues were $3.1 billion, up from $2.8 billion in Q2 2024.
Acquisition price was $425 million, including $40 million of working capital; the transaction closed July 31, 2025.
Full-year adjusted effective tax rate is now expected to be approximately 22% to 25%.
Equity Residential (NYSE: EQR) reported second-quarter 2025 diluted EPS of $0.50, up from $0.47, and FFO of $0.98 per share, up from $0.94. It raised the midpoints of full-year FFO and Normalized FFO guidance but lowered full-year EPS guidance to $2.96 to $3.02 from $3.00 to $3.10. The filing names Equity Residential, not VIVMARK RESIDENTIAL as stated in the request.
Q2 2025 diluted EPS $0.50 vs. $0.47; FFO $0.98 vs. $0.94; Normalized FFO $0.99 vs. $0.97 per share
Six-month diluted EPS of $1.18 vs. $1.24 a year earlier, down 4.8%
Full-year 2025 FFO guidance raised to $4.03-$4.09 from $3.87-$3.97; EPS guidance cut to $2.96-$3.02 from $3.00-$3.10
Q2 same store revenues up 2.7% and same store NOI up 2.3% vs. Q2 2024; eight Atlanta properties acquired for approximately $533.8 million
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.
Hims & Hers reported second-quarter 2025 revenue of $544.8 million, up 73% from a year earlier, and net income of $42.5 million, compared with $13.3 million in the second quarter of 2024. The company affirmed its full-year 2025 revenue and Adjusted EBITDA guidance and gave third-quarter outlook, but free cash flow was negative $69.4 million and gross margin fell to 76% from 81%.
Q2 2025 revenue was $544.8 million, up 73% from $315.6 million; subscribers reached 2,439 thousand, up 31%
Net income was $42.5 million and Adjusted EBITDA was $82.2 million, versus $13.3 million and $39.3 million a year earlier
Free cash flow was negative $69.4 million, compared with positive $47.6 million in Q2 2024
Full-year 2025 guidance affirmed: revenue of $2.3 billion to $2.4 billion and Adjusted EBITDA of $295 million to $335 million; Q3 revenue guidance is $570 million to $590 million
Ichor Holdings reported second quarter 2025 revenue of $240.3 million, up from $203.2 million a year earlier but down from $244.5 million in the first quarter. The company posted a GAAP net loss of $9.4 million, wider than the $5.1 million loss a year earlier, and gave third quarter revenue guidance of $225 million to $245 million. For shareholders, sales grew year over year while GAAP losses widened and cash fell.
Q2 2025 revenue of $240.3 million, compared with $203.2 million in Q2 2024 and $244.5 million in Q1 2025.
GAAP net loss of $9.4 million, or $(0.28) per diluted share, versus $(0.15) in Q2 2024; non-GAAP diluted EPS was $0.03 versus $0.05.
Q3 2025 outlook: revenue of $225 million to $245 million and GAAP diluted EPS of $(0.12) to $0.00.
Cash and cash equivalents were $92.2 million at June 27, 2025, down $17.1 million from the prior quarter.
Diamondback Energy reported second quarter 2025 net income attributable to the company of $699 million, or $2.38 per diluted share, down from $837 million, or $4.66 per share, a year earlier, even though total revenues rose to $3.678 billion from $2.483 billion. The company raised its full-year oil production range to 485 - 492 MBO/d and lowered its 2025 cash capital expenditure forecast to $3.4 - $3.6 billion, and its board raised the share repurchase authorization by $2.0 billion to $8.0 billion.
Q2 2025 net income attributable to Diamondback was $699 million, or $2.38 per diluted share, versus $837 million, or $4.66 per share, in Q2 2024; adjusted net income was $785 million, or $2.67 per diluted share.
Total revenues were $3.678 billion, compared with $2.483 billion in Q2 2024.
2025 cash capital expenditure guidance was lowered to $3.4 - $3.6 billion, and 2025 oil production guidance was narrowed to 485 - 492 MBO/d.
The board approved a $2.0 billion increase in the share repurchase authorization to $8.0 billion on July 31, 2025, with about $3.5 billion remaining; the Q2 2025 base dividend is $1.00 per share, payable August 21, 2025.
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.
IAC reported second-quarter 2025 revenue of $586.9 million, down 7% from $634.4 million a year earlier, while operating income was $0.6 million compared with a $21.5 million loss. Net earnings of $211.5 million and diluted earnings of $2.57 per share were driven largely by a $307.4 million unrealized gain on its MGM Resorts stake, so shareholders should weigh the falling sales against a profit figure that depends heavily on MGM's share price.
Revenue was $586.9 million, down 7%, with Search revenue down 39% to $61.7 million
Operating income was $0.6 million versus a $21.5 million loss in Q2 2024; Adjusted EBITDA rose 15% to $51.4 million
Diluted earnings per share were $2.57 versus a loss of $1.71, largely reflecting the $307.4 million unrealized MGM gain
Full-year 2025 guidance: operating income of $82-$140 million and Adjusted EBITDA of $247-$285 million
Trex reported second-quarter 2025 net sales of $388 million, up 3% from $376 million a year earlier, but net income fell to $76 million, or $0.71 per diluted share, from $87 million, or $0.80. The company reaffirmed its full-year 2025 guidance of 5% to 7% revenue growth and adjusted EBITDA margin above 31%, and expects third-quarter sales of $295 million to $305 million, which matters to shareholders because profit declined while sales grew.
Q2 gross margin was 40.8%, down from 44.7% a year earlier, which the company attributed to its revised inventory strategy and one-time costs.
Adjusted diluted EPS was $0.73 for the quarter; first-half net income was $136 million, down 23% from $176 million.
Third-quarter 2025 net sales are expected to range from $295 million to $305 million.
Full-year 2025 guidance was reaffirmed at 5% to 7% revenue growth and adjusted EBITDA margin above 31%.
Lattice Semiconductor reported second-quarter 2025 results for the period ended June 28, 2025, with revenue of $124.0 million, up 3.2% from the first quarter and down 0.1% from a year earlier. GAAP net income fell to $2.9 million, or $0.02 per diluted share, from $5.0 million in the first quarter, while non-GAAP diluted earnings per share rose to $0.24 from $0.22. The company also gave third-quarter 2025 revenue guidance of $128 million to $138 million.
Q2 2025 revenue was $124.0 million, up 3.2% from Q1 2025 and down 0.1% from Q2 2024.
GAAP net income was $2.9 million, or $0.02 per diluted share, compared with $5.0 million in Q1 2025 and $22.6 million in Q2 2024.
Non-GAAP diluted earnings per share were $0.24, compared with $0.22 in Q1 2025 and $0.23 in Q2 2024.
Q3 2025 outlook: revenue of $128 million to $138 million and non-GAAP net income of $0.26 to $0.30 per share.
Allegiant reported second-quarter 2025 total operating revenue of $689.4 million, up 3.5% from a year earlier, but a GAAP net loss of $65.2 million, or $3.62 per diluted share, compared with earnings of $0.75 per share in the prior-year quarter. The loss reflects $103.3 million in net Sunseeker Resort special charges tied to the pending $200 million sale of the resort, and adjusted diluted EPS fell 30.5% to $1.23. The company also guided to an adjusted airline-only loss of $1.25 to $2.25 per share for the third quarter.
Q2 2025 GAAP diluted loss per share of $3.62, versus $0.75 earnings per share in Q2 2024
Q2 2025 adjusted diluted EPS of $1.23, down 30.5% from $1.77; adjusted airline-only operating margin of 8.6% versus 10.3%
Third-quarter 2025 guidance: adjusted airline-only EPS of ($1.25) to ($2.25); full-year adjusted airline-only EPS guided above $3.25
Sunseeker Resort sale for $200 million, subject to adjustments, expected to close in the third quarter
MercadoLibre reported second-quarter 2025 results, with net revenues and financial income up 34% year over year to $6,790 million. Net income of $523 million was down slightly year over year, and operating margin contracted as the company invested in free shipping and marketing, so shareholders get a mixed picture of growth alongside lower profitability.
Net revenues and financial income of $6,790 million, up 34% year over year (53% on an FX-neutral basis)
Net income of $523 million, a 7.7% margin, down slightly year over year on $117 million of FX losses and a higher tax rate
Income from operations rose 14% year over year to $825 million, but the operating margin of 12.2% contracted by 210 basis points
S&P upgraded the company to investment grade (BBB-) in July; Ariel Szarfsztejn becomes CEO on January 1, 2026, with Marcos Galperin moving to Executive Chairman
Terex reported second quarter 2025 results on July 31, 2025, with EPS of $1.49 and sales of $1.5 billion, up 8% year over year. Operating margin fell 310 basis points to 11.0%, and the company maintained its full-year EPS outlook of $4.70 to $5.10 while raising its Environmental Solutions sales outlook. The company also announced a new $150 million share buyback program.
Q2 EPS of $1.49, including a $0.03 benefit from a lower tax rate
Total net sales of $1.5 billion, up 8% year over year; operating margin of 11.0%, down 310 basis points
Full-year 2025 EPS outlook of $4.70 to $5.10 maintained; full-year ES sales outlook raised to up low double digits
New $150 million share buyback authorized; $21 million of stock repurchased in Q2
HNI Corporation entered into a merger agreement on August 3, 2025, to acquire Steelcase Inc. Steelcase shareholders would receive $7.20 in cash and 0.2192 HNI shares for each share held, an implied $18.30 per share based on HNI's $50.62 closing price on August 1, 2025. HNI shareholders would own about 64% of the combined company, so the issuance of new HNI shares dilutes existing holders, and the deal is expected to close by the end of 2025 subject to shareholder and regulatory approvals.
Steelcase holders receive $7.20 cash plus 0.2192 HNI shares per share; implied value $18.30 per share at HNI's $50.62 close on August 1, 2025.
Total consideration to Steelcase common shareholders is about $2.2 billion; HNI holders would own about 64% of the combined company.
Run-rate cost synergies of $120 million are projected; the company expects the deal to be highly accretive to non-GAAP EPS beginning in 2027.
Closing requires approval by both HNI and Steelcase shareholders and regulatory clearances; either party may terminate if closing has not occurred by May 4, 2026, subject to extensions.
onsemi reported second quarter 2025 revenue of $1.47 billion, up 2% from the first quarter but down 15% from the year-earlier quarter. GAAP diluted earnings per share were $0.41, a swing from a loss of $1.15 in the first quarter but below $0.78 a year earlier. The company guided third quarter 2025 revenue to $1,465 million to $1,565 million and non-GAAP diluted EPS to $0.54 to $0.64.
Q2 2025 revenue was $1,468.7 million, versus $1,445.7 million in Q1 2025 and $1,735.2 million in Q2 2024.
GAAP diluted EPS was $0.41 and non-GAAP diluted EPS was $0.53, compared with $0.78 and $0.96 in Q2 2024.
Free cash flow was $106.1 million, and the company returned over 100% of year-to-date free cash flow through share repurchases.
Third quarter 2025 outlook: revenue of $1,465 million to $1,565 million and non-GAAP diluted EPS of $0.54 to $0.64.
On August 1, 2025, TDS and subsidiary Array completed the sale of Array's wireless operations and select spectrum assets to T-Mobile for an adjusted purchase price of about $4.3 billion, of which about $2.6 billion was cash and about $1.7 billion was paid through T-Mobile's exchange of Array notes. The deal also led to repayment of Array debt, a $23.00 per share special dividend declared by Array, and a master license agreement for Array towers, and the pro forma figures show the remaining business is far smaller than the reported results.
Adjusted purchase price about $4.3 billion: about $2.6 billion in cash and about $1.7 billion through exchange of Array notes
Array declared a $23.00 per share special dividend on August 1, 2025, payable August 19, 2025
Pro forma Q1 2025 operating revenues were $308 million versus $1,154 million as reported
Array's securitization facility was terminated July 31, 2025; bank facilities to be paid off effective August 4, 2025
Chemours, DuPont and Corteva agreed to a proposed Judicial Consent Order with the State of New Jersey to resolve pending environmental claims, including statewide PFAS claims. Chemours will pay 50% of the $875 million settlement over 25 years, about $250 million on a present value basis, and the settlement remains subject to notice, comment and court approval. Chemours also agreed to sell its rights to $150 million of potential PFAS insurance proceeds to DuPont and Corteva, which it expects to fully fund its settlement payments through at least 2030.
Settlement totals $875 million over 25 years, with pre-tax present value of about $500 million; payments begin no earlier than January 1, 2026
Chemours responsible for 50% of settlement payments, about $250 million on a present value basis
DuPont and Corteva to purchase Chemours' rights to $150 million of PFAS insurance proceeds, contingent on JCO approval
Settlement remains subject to notice and comment under New Jersey law and final court approval
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.
SiriusPoint reported second-quarter 2025 net income available to common shareholders of $59.2 million, or $0.50 per diluted share, down from $109.9 million, or $0.57 per diluted share, a year earlier. Its Core combined ratio improved to 89.5% from 93.3%, and Core income rose to $76.3 million from $46.0 million, mainly due to lower catastrophe losses. The board's Audit Committee also approved a $0.50 quarterly dividend per Series B preference share, payable August 29, 2025.
Net income available to common shareholders was $59.2 million, versus $109.9 million in the second quarter of 2024
Core combined ratio was 89.5%, compared with 93.3% a year earlier; Core income was $76.3 million, versus $46.0 million
Core gross premiums written rose 10.4% to $930.1 million for the quarter
Quarterly dividend of $0.50 per Series B preference share, payable August 29, 2025 to holders of record as of August 14, 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.