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).
NW Natural Holdings reported a second-quarter 2025 net loss of $2.5 million, or $0.06 per share, compared with a $2.8 million loss, or $0.07 per share, a year earlier, and adjusted net income of $0.3 million, or $0.01 per share. For the first six months of 2025, net income rose to $85.4 million, or $2.11 per share, from $61.0 million, or $1.60 per share, and the company reaffirmed 2025 adjusted EPS guidance of $2.75 to $2.95 while updating GAAP EPS guidance to $2.60 to $2.80. The results point to improving profitability for shareholders, although the company still recorded a GAAP loss for the quarter.
Second-quarter net loss of $2.5 million ($0.06 per share) vs. $2.8 million ($0.07 per share) in Q2 2024; adjusted EPS of $0.01
First-half net income of $85.4 million ($2.11 per share) vs. $61.0 million ($1.60 per share) in the first half of 2024
2025 adjusted EPS guidance of $2.75 to $2.95 reaffirmed; GAAP EPS guidance updated to $2.60 to $2.80
Quarterly dividend of $0.49 per share declared, payable Aug. 15, 2025 to holders of record on July 31, 2025
CorVel reported results for the quarter ended June 30, 2025, with revenue of $235 million, up from $212 million a year earlier, and diluted earnings per share of $0.52, up from $0.42. The company also said it completed, in July, the acquisition of assets and key talent from a privately held technology firm to strengthen its CERIS group health division; the filing does not state the purchase price.
Revenue rose 11% to $235 million, versus $212 million in the June quarter of 2024.
Diluted EPS rose 24% to $0.52 from $0.42, adjusted for the three-for-one stock split paid December 24, 2024.
Gross profit rose 18% to $56.8 million, at a 24% gross margin, versus $48.2 million a year earlier.
Cash was $202 million with no borrowings at quarter end; the company repurchased $9.6 million of common stock during the quarter.
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
Archrock reported second-quarter 2025 revenue of $383.2 million, up from $270.5 million a year earlier, and net income of $63.4 million, or $0.36 per share, compared with $34.4 million and $0.22 in the second quarter of 2024. The company also raised its full-year 2025 adjusted EBITDA guidance, citing continued outperformance, which signals higher expected earnings for shareholders.
Q2 2025 adjusted EBITDA was $212.7 million, compared with $129.7 million in Q2 2024.
Q2 2025 adjusted EPS was $0.39, compared with $0.23 in Q2 2024.
The quarterly dividend was $0.21 per share, about 27% higher than Q2 2024, with dividend coverage of 3.4x.
Archrock repurchased 1,226,954 shares for about $28.8 million in Q2 and had $58.9 million of repurchase capacity left as of June 30, 2025.
Kyndryl reported first-quarter fiscal 2026 results for the quarter ended June 30, 2025, with revenue of $3.74 billion, up slightly on a reported basis and down 2.6% in constant currency. Net income rose to $56 million, or $0.23 per diluted share, from $11 million, or $0.05, a year earlier, and the company reaffirmed its fiscal 2026 outlook for revenue, earnings and free cash flow.
Revenue of $3.74 billion was up slightly year-over-year as reported and down 2.6% in constant currency
Net income was $56 million ($0.23 per diluted share) versus $11 million ($0.05) a year earlier; adjusted EPS was $0.37 versus $0.13
Free cash flow was a use of $222 million in the quarter, which the company attributed to typical seasonal outflows
Fiscal 2026 outlook reaffirmed, including adjusted pretax income of at least $725 million and free cash flow of approximately $550 million
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
Tidewater reported second-quarter 2025 revenue of $341.4 million and net income of $72.9 million, or $1.46 per diluted share, compared with $50.4 million, or $0.94 per share, a year earlier. The net income includes a one-time, non-cash $27.0 million increase from reversing a valuation allowance on U.S. net operating losses, and the company reiterated its 2025 revenue and gross margin guidance. The Board also approved a share repurchase program of up to $500.0 million, which the company may modify, suspend or discontinue at any time.
Q2 2025 revenue of $341.4 million, up 0.6% from $339.2 million in Q2 2024.
Net income attributable to Tidewater of $72.9 million ($1.46 diluted per share), versus $50.4 million ($0.94) a year earlier, including a one-time, non-cash $27.0 million benefit.
Board authorized a share repurchase program of up to $500.0 million; the company is not obligated to buy any specific number of shares.
2025 revenue guidance of $1.32 billion to $1.38 billion and gross margin guidance of 48% to 50% were reiterated.
HealthStream reported second-quarter 2025 revenue of $74.4 million, up 4.0% and a company record, with net income of $5.4 million, up 29.3%, and diluted EPS of $0.18 versus $0.14 a year earlier. The company raised its 2025 net income guidance to $19.5 million-$22.4 million from $18.6 million-$21.0 million, and the board declared a $0.031 quarterly dividend.
Q2 2025 revenue was $74.4 million, up from $71.6 million in Q2 2024, a company record for quarterly revenue.
Q2 2025 net income was $5.4 million and diluted EPS was $0.18, compared with $4.2 million and $0.14 in Q2 2024.
Full-year 2025 net income guidance was raised to $19.5 million-$22.4 million from $18.6 million-$21.0 million; revenue guidance is $297.5 million-$303.5 million.
The board declared a $0.031 per share dividend payable August 29, 2025, to holders of record on August 18, 2025; the $25.0 million buyback program was completed in July.
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.
Encompass Health reported second-quarter 2025 net operating revenue of $1,457.7 million, up 12.0% from $1,301.2 million a year earlier, and diluted earnings per share from continuing operations of $1.40, up from $1.13. The company raised its full-year 2025 guidance for net operating revenue, adjusted EBITDA and adjusted earnings per share, which gives shareholders a higher outlook for the year.
Q2 2025 net operating revenue was $1,457.7 million, up 12.0%; diluted EPS from continuing operations was $1.40 versus $1.13.
Adjusted EPS was $1.40 versus $1.11 a year earlier; adjusted EBITDA was $318.6 million, up 17.2%.
Full-year 2025 adjusted EPS guidance rose to $5.12 to $5.34 from $4.85 to $5.10; net operating revenue guidance rose to $5,880 to $5,980 million.
Management will discuss results on an earnings call at 10:00 a.m. Eastern Time on August 5, 2025.
ONEOK reported second quarter 2025 net income attributable to ONEOK of $841 million, up from $780 million a year earlier, and diluted earnings of $1.34 per share, compared with $1.33. The company affirmed its full-year 2025 financial guidance ranges, and results were driven mainly by the EnLink and Medallion acquisitions. Shareholders get a higher quarterly profit, but the quarter included $22 million of pretax transaction costs, mostly tied to the EnLink acquisition.
Net income attributable to ONEOK was $841 million for the quarter ended June 30, 2025, versus $780 million in the same period of 2024.
Diluted earnings per share were $1.34, versus $1.33 a year earlier.
Adjusted EBITDA was $1.98 billion, versus $1.62 billion a year earlier; the figure includes $21 million of transaction costs.
ONEOK affirmed its full-year 2025 financial guidance ranges and will hold an earnings conference call on Aug. 5, 2025, at 11 a.m. Eastern.
Axon reported second-quarter 2025 revenue of $669 million, up 33% year over year, and raised its full-year 2025 revenue outlook to $2.65 billion to $2.73 billion from $2.60 billion to $2.70 billion. Net income was $36 million, but the company posted a $1 million operating loss driven by $139 million of stock-based compensation expense, and total gross margin fell 40 basis points year over year to 60.4%. For shareholders, the higher revenue and raised guidance are the main headline measures, while stock-based compensation weighed on reported operating results.
Q2 2025 revenue of $669 million rose 33% year over year; Software & Services revenue rose 39% to $292 million.
Full-year 2025 revenue outlook raised to $2.65 billion to $2.73 billion, from $2.60 billion to $2.70 billion previously.
Full-year 2025 Adjusted EBITDA outlook raised to $665 million to $685 million, from $650 million to $675 million previously.
Q2 net income was $36 million, or $0.44 per diluted share; operating loss of $1 million included $139 million of stock-based compensation expense.
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
Allison Transmission reported second-quarter 2025 net sales of $814 million, essentially flat from $816 million a year earlier, while net income rose 4% to $195 million. The company also revised its full-year 2025 guidance, citing current end-market conditions, acquisition-related expenses and expected favorable cash income tax impacts from the One Big Beautiful Bill Act. Shareholders also get a view of the pending $2.7 billion acquisition of Dana's Off-Highway business, which is expected to close in late Q4 2025.
Q2 2025 diluted EPS was $2.29, up from $2.13 in Q2 2024; net income was $195 million, up from $187 million.
Q2 Adjusted EBITDA was $313 million, up from $301 million, and Adjusted EBITDA margin was 38.5%.
Revised 2025 guidance: net sales $3,075 to $3,175 million, net income $640 to $680 million, Adjusted EBITDA $1,130 to $1,180 million.
Pending Dana Off-Highway acquisition for approximately $2.7 billion, expected to close late in Q4 2025; Q2 acquisition-related expenses were $15 million.
AECOM reported fiscal third-quarter 2025 results for the quarter ended June 30, 2025, with revenue of $4.18 billion, up 0.7%, and net service revenue of $1.94 billion, up 6%. The company raised its fiscal 2025 guidance for adjusted EBITDA, adjusted EPS, and margins, which points to higher expected earnings for shareholders.
Adjusted EPS was $1.34, up 16%; diluted EPS from continuing operations was $1.31, up 38%
Net income attributable to AECOM was $131 million, down 2.5%, including a $43.9 million loss from discontinued operations
Fiscal 2025 adjusted EPS guidance raised to $5.20 to $5.30; adjusted EBITDA guidance set at $1,190 million to $1,210 million
Free cash flow was $262 million in the quarter; year-to-date free cash flow rose 27% to $551 million
Addus HomeCare reported second-quarter 2025 net service revenues of $349.4 million, up 21.8% from a year earlier, and net income of $1.20 per diluted share compared with $1.10. The company also completed its $21.3 million acquisition of Helping Hands Home Care on August 1, 2025, adding three locations in western Pennsylvania. The release does not include updated financial guidance figures.
Net service revenues were $349.4 million, up 21.8% from $286.9 million in Q2 2024.
Net income was $22.1 million, or $1.20 per diluted share, compared with $18.1 million, or $1.10, a year earlier.
Adjusted EBITDA rose 24.5% to $43.9 million; cash flow from operations was $22.5 million.
Helping Hands was acquired for $21.3 million on August 1, 2025, with annualized revenues of approximately $16.7 million.
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
On July 30, 2025, a First Advantage subsidiary signed Amendment No. 5 to its first lien credit agreement with Bank of America, N.A. as administrative agent. The amendment lowers the interest rate margin on the term loan due October 31, 2031 and on the $250.0 million revolving credit facility due October 31, 2029, each by 0.50%, which reduces the company's borrowing costs under those facilities.
Term loan due October 31, 2031: rate cut 0.50% to 2.50%-2.75% plus SOFR, based on the first lien ratio
$250.0 million revolving credit facility due October 31, 2029: rate cut 0.50% to 2.25%-2.75% plus SOFR
Amendment dated July 30, 2025, filed as Exhibit 10.1 and disclosed under Items 1.01 and 2.03
Palomar Holdings reported second quarter 2025 net income of $46.5 million, or $1.68 per diluted share, up from $25.7 million, or $1.00 per share, a year earlier. It also raised its full-year 2025 adjusted net income outlook to $198 million to $208 million and approved a share repurchase program of up to $150 million through July 31, 2027.
Q2 2025 gross written premiums rose 28.8% to $496.3 million; adjusted net income rose 51.8% to $48.5 million ($1.76 per diluted share).
Combined ratio improved to 78.8% from 79.1%; adjusted return on equity was 23.7%, down from 24.7% a year earlier.
Full-year 2025 adjusted net income outlook raised to $198 million to $208 million from $195 million to $205 million.
Board approved a repurchase program of up to $150 million of common stock, effective July 31, 2025, running through July 31, 2027.
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.
ZoomInfo reported second-quarter 2025 GAAP revenue of $306.7 million, up 5% year over year, and swung to GAAP net income of $24.0 million from a net loss a year earlier. The company raised its full-year 2025 GAAP revenue and adjusted EPS guidance and named interim CFO Graham O'Brien as permanent CFO effective August 1, 2025. Cash flow from operations fell 14% year over year, which shareholders may watch closely.
Q2 2025 GAAP revenue $306.7 million, up 5% year over year; GAAP net income $24.0 million, or $0.07 per diluted share, versus a net loss of $24.4 million in Q2 2024
FY 2025 GAAP revenue guidance raised to $1.215 billion to $1.225 billion from $1.195 billion to $1.205 billion; adjusted EPS guidance raised to $0.99 to $1.01 from $0.96 to $0.98
Michael Graham O'Brien named permanent CFO effective August 1, 2025, with a $470,000 base salary and a bonus target of 60% of base salary
Q2 cash flow from operations $108.9 million, down 14% year over year; unlevered free cash flow $99.9 million, down 17%
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.
Marriott Vacations Worldwide reported second-quarter 2025 results on August 4, 2025. Net income attributable to common stockholders rose to $69 million from $37 million a year earlier, and total revenues increased 9% to $1.2 billion, while the company reiterated its full-year 2025 outlook. Contract sales slipped 1% to $445 million, and restructuring charges rose to $34 million from $1 million.
Diluted EPS was $1.77 versus $0.98 a year earlier; adjusted diluted EPS was $1.96 versus $1.10.
Adjusted EBITDA was $203 million, up 29% from $158 million.
Full-year 2025 guidance was unchanged, including adjusted EBITDA of $750 million to $780 million.
Vacation Ownership segment Adjusted EBITDA rose 28% to $231 million, while Exchange & Third-Party Management fell 7% to $23 million.
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.
Sabra Health Care REIT reported second-quarter 2025 net income of $0.27 per diluted share, up from $0.10 a year earlier, on total revenues of $189.2 million versus $176.1 million. It also issued 2025 guidance ranges, including net income of $0.77 to $0.79 per share and normalized FFO of $1.45 to $1.47 per share. The filing does not state the prior guidance, so the direction of the update cannot be determined from it.
Q2 2025 net income was $0.27 per diluted share versus $0.10 in Q2 2024; total revenues were $189.2 million versus $176.1 million.
Normalized FFO was $0.37 per diluted share versus $0.35; normalized AFFO was $0.38 versus $0.36.
2025 guidance: net income $0.77 to $0.79 per share; normalized FFO $1.45 to $1.47 per share.
Board declared a quarterly dividend of $0.30 per share on August 4, 2025, payable August 29, 2025 to holders of record on August 15, 2025.
Dorman Products reported second-quarter 2025 net sales of $541.0 million, up 7.6% from a year earlier, and diluted EPS of $1.91, up 25%. The company raised its full-year 2025 guidance for net sales growth and diluted EPS, which is a positive signal for shareholders because both headline measures improved and the outlook was lifted.
Net sales were $541.0 million, up 7.6% from $503.0 million in the second quarter of 2024.
Diluted EPS was $1.91 versus $1.53; adjusted diluted EPS was $2.06 versus $1.67.
2025 net sales growth guidance rose to 7% to 9% from 3% to 5%; diluted EPS guidance rose to $8.05 to $8.35 from $7.00 to $7.30.
Management will hold a conference call and webcast on August 5, 2025, at 8:00 a.m. Eastern time.
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.
Krystal Biotech reported second-quarter 2025 product revenue of $96.0 million, up from $70.3 million a year earlier, and net income of $38.3 million, or $1.29 per diluted share, compared with $15.6 million, or $0.53 per diluted share, in the prior-year quarter. The company also reported $820.8 million in cash and investments and issued FY 2025 non-GAAP R&D and SG&A expense guidance of $150.0 million to $175.0 million.
Q2 2025 product revenue, net: $96.0 million vs. $70.3 million in Q2 2024
Q2 2025 net income: $38.3 million ($1.29 per diluted share) vs. $15.6 million ($0.53) a year earlier
Cash, cash equivalents and investments: $820.8 million as of June 30, 2025
FY 2025 non-GAAP R&D and SG&A expense guidance: $150.0 million to $175.0 million
Energizer reported fiscal third-quarter 2025 results for the period ended June 30, 2025, with net sales up 3.4% to $725.3 million and reported diluted EPS of $2.13, compared with a loss of $0.61 a year earlier. The company raised its full-year 2025 adjusted EPS outlook to $3.55 to $3.65, but the filing attributes much of the earnings gain to $112.4 million of production credits, and organic net sales grew only 0.1%.
Net sales were $725.3 million, up 3.4% from $701.4 million; organic net sales rose 0.1%.
Reported diluted EPS was $2.13 versus a loss of $0.61; adjusted EPS was $1.13 versus $0.79, with production credits of $112.4 million recorded in the quarter.
FY2025 adjusted EPS outlook was raised to $3.55 to $3.65; adjusted EBITDA is now expected at $630 to $640 million.
For the fourth quarter, adjusted EPS is expected at $1.05 to $1.15.
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.
Loews Corporation reported second-quarter 2025 net income of $391 million, or $1.87 per share, up from $369 million, or $1.67 per share, a year earlier. Gains at Boardwalk Pipelines and the parent company offset a lower contribution from CNA Financial, which took an $81 million after-tax charge tied to legacy mass tort reserves.
Net income attributable to Loews rose to $391 million ($1.87 per share) from $369 million ($1.67 per share) in Q2 2024.
Boardwalk Pipelines net income rose to $88 million from $70 million, and EBITDA rose 14% to $274 million.
CNA Financial net income fell to $274 million from $291 million, reflecting an $81 million after-tax mass tort development charge.
Loews repurchased 2.9 million shares for $251 million in Q2 2025; book value per share rose to $84.42 from $79.49 at December 31, 2024.
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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.