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).
Carlyle Group reported unaudited second-quarter 2025 results in a press release dated August 6, 2025, filed with the SEC as Exhibit 99.1 to an 8-K. U.S. GAAP net income attributable to common stockholders was $320 million, or $0.87 per diluted share, compared with $148 million, or $0.40 per diluted share, in the second quarter of 2024. The company also declared a quarterly dividend of $0.35 per share.
Total revenues were $1,572.9 million in Q2 2025, up from $1,069.7 million in Q2 2024.
Income before provision for income taxes was $441 million, a 28.0% margin, versus a 20.5% margin in Q2 2024.
Distributable Earnings were $431 million, or $0.91 per common share, and Fee Related Earnings were $323 million, up 18% from $273 million in Q2 2024.
The $0.35 dividend is payable August 28, 2025, to holders of record at the close of business on August 18, 2025.
RingCentral reported second-quarter 2025 results on August 5, 2025, with total revenue up 5% to $620 million and GAAP net income of $13.2 million, compared with a net loss a year earlier. The company raised its full-year 2025 non-GAAP EPS and free cash flow guidance while reiterating its revenue growth guidance. The filing also states that Vaibhav Agarwal was promoted to chief financial officer, succeeding Abhey Lamba.
Total revenue of $620 million, up from $593 million a year earlier; subscriptions revenue of $599 million, up 6%.
GAAP operating income of $37 million versus a loss of $5 million a year earlier; GAAP diluted EPS of $0.14 versus ($0.16).
Full-year 2025 non-GAAP EPS range raised to $4.20 to $4.32 from $4.13 to $4.27; free cash flow guidance raised to $515 to $520 million from $500 to $510 million.
Vaibhav Agarwal named CFO; Abhey Lamba stepped down as CFO and will serve as executive advisor through December 31, 2025.
Amentum reported third-quarter fiscal 2025 results for the period ended June 27, 2025, with pro forma revenue up 2% year over year and pro forma Adjusted EBITDA up 7%. The company raised its fiscal 2025 organic revenue guidance and the low end of its Adjusted Diluted EPS guidance, while GAAP results improved from a year earlier largely because of the Jacobs CMS combination.
Q3 revenue was $3.6 billion ($3,561 million), up 2% on a pro forma basis; GAAP revenue rose 66% to $3,561 million from $2,142 million.
Q3 GAAP net income was $10 million, or $0.04 per diluted share, compared with a net loss of $26 million, or $0.29 per share, a year earlier.
Q3 Adjusted EBITDA was $274 million, up 7%, and Adjusted Diluted EPS was $0.56, up from $0.51.
Fiscal 2025 revenue guidance was raised to $13,975 million to $14,175 million from $13,850 million to $14,150 million; Adjusted Diluted EPS guidance low end rose to $2.05 from $2.00.
United Fire Group reported second quarter 2025 net income of $22.9 million, or $0.87 per diluted share, compared with a net loss of $2.7 million, or $0.11 per share, in the second quarter of 2024. The combined ratio improved to 96.4% from 105.6%, and net written premium rose 14% to $372.9 million, which points to better underwriting results for shareholders.
Net income was $22.9 million ($0.87 per diluted share) versus a net loss of $2.7 million ($0.11 per share) a year earlier.
Adjusted operating income was $23.7 million ($0.90 per diluted share), a non-GAAP measure, versus a loss of $1.8 million a year earlier.
Combined ratio improved 9.2 points to 96.4%, with catastrophe losses at 5.5% of earned premium versus 11.2% a year earlier.
Net written premium grew 14% to $372.9 million; book value per share rose to $33.18 as of June 30, 2025, from $30.80 at December 31, 2024.
Bristow Group reported second quarter 2025 revenues of $376.4 million, net income of $31.7 million, or $1.07 per diluted share, and Adjusted EBITDA of $60.7 million, all up from the first quarter. The company raised its 2025 Adjusted EBITDA outlook to $240 million to $260 million and its 2026 outlook to $300 million to $335 million, and it began accelerated debt payments and share repurchases.
Q2 2025 total revenues were $376.4 million, up from $350.5 million in Q1 2025.
Net income was $31.7 million, or $1.07 per diluted share, compared with $0.92 per diluted share in Q1 2025.
Adjusted EBITDA outlook raised to $240 million to $260 million for 2025 and $300 million to $335 million for 2026.
Repurchased 119,841 shares for $3.9 million and made $15.3 million of accelerated principal payments on its UKSAR Debt facility in the quarter.
AZZ Inc. entered into a Sixth Amendment to its Credit Agreement with Citibank, N.A., lowering the interest rate margin on its Term Loan B by 75 basis points to Adjusted Term SOFR + 175 basis points from SOFR + 250 basis points. The company said the change saves approximately $3.3 million per year, and it reports this is the fourth repricing of this loan since May 2022, for 250 basis points of total margin savings.
Margin cut 75 basis points, from Adjusted Term SOFR + 250 to SOFR + 175 basis points
Company says annual interest savings are approximately $3.3 million
Term Loan B principal is $434.9 million, due May 13, 2029; company says leverage, covenants and maturity are unchanged
Net debt to EBITDA leverage was 1.7x as of May 2025, per the company
ONE Gas reported second-quarter 2025 net income of $32.0 million, or $0.53 per diluted share, up from $27.2 million, or $0.48, a year earlier. It raised its 2025 diluted EPS guidance to $4.32 to $4.42 from $4.20 to $4.32, and declared a $0.67 quarterly dividend, which benefits shareholders by lifting expected full-year earnings.
Q2 2025 net income was $32.0 million, or $0.53 per diluted share, versus $27.2 million, or $0.48, in Q2 2024.
Year-to-date 2025 net income was $151.5 million, or $2.51 per diluted share, versus $126.6 million, or $2.23, in the same period of 2024.
2025 net income guidance was raised to $261 million to $267 million, from $254 million to $261 million.
Board declared a $0.67 per share quarterly dividend, payable September 3, 2025, to holders of record on August 18, 2025.
LeMaitre Vascular reported preliminary second-quarter 2025 results, with net sales of $64.2 million, up 15%, and diluted earnings per share of $0.60, up 16%. The company raised its full-year 2025 sales and earnings guidance, now projecting sales of $248 million to $254 million and diluted EPS of $2.23 to $2.37. The results are preliminary and unaudited.
Q2 2025 gross margin was 70.0%, up from 68.9% a year earlier, and operating income was $16.1 million, up 12%.
Full-year 2025 guidance: sales of $248 million to $254 million and EPS of $2.23 to $2.37.
Q3 2025 guidance: sales of $61.2 million to $63.2 million and EPS of $0.54 to $0.59.
Board approved a $0.20 per share quarterly dividend, payable September 4, 2025, to holders of record on August 21, 2025.
Assurant reported second quarter 2025 GAAP net income of $235.3 million, up 25 percent from $188.7 million a year earlier, and GAAP diluted EPS of $4.56, up from $3.58. The company raised its full-year 2025 outlook, now expecting adjusted EPS excluding reportable catastrophes to approach 10% growth, and plans $250 to $300 million in share repurchases at the upper end of its guidance.
Q2 2025 adjusted EPS was $5.10 versus $4.08; excluding reportable catastrophes, it was $5.56 versus $4.77.
First-half 2025 GAAP net income fell 10 percent to $381.9 million, with reportable catastrophes of $186.8 million pre-tax versus $58.7 million a year earlier.
Global Housing Adjusted EBITDA rose 33 percent to $214.4 million in Q2; Global Lifestyle rose 6 percent to $201.4 million.
Holding company liquidity was $518 million as of June 30, 2025, and $225 million remains under the current repurchase authorization.
News Corp reported fiscal 2025 full-year revenue of $8.45 billion, up 2%, and net income from continuing operations of $648 million, up 71%. The company also announced a new $1 billion stock repurchase program, which adds to about $300 million remaining under an earlier program, and fourth-quarter adjusted EPS of $0.19 compared with $0.20 a year earlier.
Full-year revenue was $8.45 billion, up 2% from $8.25 billion; Total Segment EBITDA was $1.42 billion, up 14%.
Full-year diluted EPS from continuing operations was $0.84 versus $0.47; adjusted diluted EPS was $0.89 versus $0.74.
Fourth-quarter revenue was $2.11 billion, up 1%; quarterly net income from continuing operations was $86 million, up 28%, while adjusted EPS was $0.19 versus $0.20.
A new $1 billion buyback was authorized in July, and a semi-annual dividend of $0.10 per share is payable October 8, 2025.
Champion Homes reported first-quarter fiscal 2026 results for the quarter ended June 28, 2025, with net sales up 11.7% to $701.3 million and net income up 41.3% to $64.7 million. The company also said its board raised the share repurchase authorization by up to $50.0 million on July 24, 2025, and that it repurchased $50.0 million of stock in the quarter.
Net sales rose 11.7% to $701.3 million; U.S. homes sold rose 6.5% to 6,965
Net income rose 41.3% to $64.7 million; diluted EPS was $1.13 versus $0.79 a year earlier
Backlog fell 11.9% to $302.5 million from the fourth quarter of fiscal 2025
Board refreshed the buyback authorization to $150 million on July 24, 2025; cash and equivalents were $605.3 million at June 28, 2025
Devon Energy reported second-quarter 2025 net earnings of $899 million, or $1.41 per diluted share, up from $494 million, or $0.77 per share, in the first quarter, and raised its full-year 2025 production and oil forecasts. The company also lowered its full-year capital guidance by $100 million and declared a $0.24 per share quarterly dividend, though oil, gas and NGL sales and realized prices fell from the prior quarter.
Net earnings of $899 million ($1.41 per diluted share) and core earnings of $536 million ($0.84 per share) in Q2 2025, versus $494 million ($0.77) in Q1 2025; the quarter included a $307 million gain on asset dispositions.
Q2 production averaged 841,000 Boe per day, above the top end of guidance; full-year 2025 production outlook raised to 825,000-842,000 Boe per day.
Full-year 2025 capital guidance cut to $3.6 billion-$3.8 billion from about $3.8 billion.
Oil, gas and NGL sales were $2.7 billion versus $3.1 billion in Q1 2025, and realized price fell to $36.30 per Boe from $42.45.
A10 Networks reported second-quarter 2025 revenue of $69.4 million, up 15% from $60.1 million a year earlier, with GAAP net income rising to $10.5 million from $9.5 million. The Board also approved a quarterly dividend of $0.06 per share, payable September 2, 2025, which the company says remains subject to further Board review.
Q2 2025 revenue of $69.4 million, up 15% year-over-year; first-half revenue of $135.5 million, up about 12%
GAAP net income of $10.5 million, or $0.14 per diluted share, vs. $9.5 million, or $0.13, in Q2 2024
Non-GAAP EPS of $0.21 vs. $0.18 in Q2 2024; GAAP gross margin of 78.9% vs. 80.0%
Quarterly dividend of $0.06 per share payable September 2, 2025 to holders of record on August 15, 2025
DoubleVerify reported second-quarter 2025 revenue of $189.0 million, up 21% from a year earlier, with net income of $8.8 million compared with $7.5 million in the prior-year quarter. The company raised its full-year 2025 revenue growth guidance to approximately 15% and reaffirmed its adjusted EBITDA margin guidance of approximately 32%.
Q2 2025 revenue was $189.0 million, up 21%; Activation revenue rose 25%, Measurement 15%, and Supply-side 26%.
Q2 net income was $8.8 million, or $0.05 per diluted share, versus $7.5 million, or $0.04 per diluted share, a year earlier.
Q2 adjusted EBITDA was $57.3 million, a 30% margin, versus $46.8 million a year earlier.
Third-quarter 2025 guidance calls for revenue of $188 million to $192 million and adjusted EBITDA of $60 million to $64 million.
Toast reported second-quarter 2025 results on August 5, 2025. GAAP net income rose to $80 million from $14 million a year earlier, and Adjusted EBITDA rose to $161 million from $92 million. The company raised its full-year 2025 Adjusted EBITDA outlook to $565 million to $585 million, from $540 million to $560 million.
Q2 2025 total revenue was $1.55 billion, up from $1.24 billion in Q2 2024; GAAP net income was $80 million versus $14 million.
Adjusted EBITDA was $161 million in Q2 2025 versus $92 million in Q2 2024.
Full-year 2025 Adjusted EBITDA outlook raised to $565 million to $585 million, from $540 million to $560 million.
Third-quarter 2025 Adjusted EBITDA is expected in the range of $140 million to $150 million; ARR grew 31% to $1.9 billion as of June 30, 2025.
Astera Labs reported second-quarter 2025 revenue of $191.9 million, up 20% from the first quarter and 150% from a year earlier, with GAAP net income of $51.2 million and GAAP diluted earnings per share of $0.29. The company forecast third-quarter 2025 revenue of $203 million to $210 million and GAAP diluted earnings per share of $0.23 to $0.24, which is below the second-quarter GAAP figure. Shareholders get a higher revenue and profit base for the quarter, along with a third-quarter outlook that points to lower GAAP earnings per share than the second quarter reported.
Q2 2025 revenue was $191.9 million, up 20% sequentially and 150% year over year
GAAP net income was $51.2 million, or $0.29 per diluted share, versus $0.18 per diluted share in the prior quarter ended March 31, 2025
Non-GAAP diluted EPS was $0.44 for the quarter; GAAP operating margin was 20.7%
Q3 2025 outlook: revenue of $203 million to $210 million and GAAP diluted EPS of $0.23 to $0.24
Qualys reported second-quarter 2025 revenue of $164.1 million, up 10% from a year earlier, and GAAP diluted earnings of $1.29 per share, up from $1.17. The company raised its full-year 2025 revenue and per-share earnings guidance, which is favorable for shareholders, though operating cash flow fell 32% in the quarter.
Q2 2025 revenue $164.1 million, up 10% from $148.7 million; GAAP diluted EPS $1.29 vs. $1.17; non-GAAP diluted EPS $1.68 vs. $1.52
Full-year 2025 revenue guidance raised to $656.0 million to $662.0 million from $648.0 million to $657.0 million
Full-year 2025 GAAP EPS guidance raised to $4.47 to $4.77 from $4.27 to $4.57; non-GAAP EPS guidance raised to $6.20 to $6.50 from $6.00 to $6.30
Q2 operating cash flow fell 32% to $33.8 million from $49.8 million
Paylocity reported fiscal 2025 total revenue of $1,595.2 million, up 14%, and GAAP net income of $227.1 million, up 10%, with diluted EPS of $4.02 versus $3.63. Its board also raised the share repurchase authorization by $500 million, on top of $200 million remaining as of June 30, 2025, and the company gave fiscal 2026 total revenue guidance of $1.707 billion to $1.722 billion.
Fiscal 2025 GAAP net income of $227.1 million, or $4.02 per diluted share, versus $206.8 million, or $3.63, in fiscal 2024
Fourth-quarter total revenue of $400.7 million, up 12%; fourth-quarter GAAP net income of $48.6 million, versus $48.8 million a year earlier
Fiscal 2026 total revenue guidance of $1.707 billion to $1.722 billion, about 8% growth over fiscal 2025
Repurchase authorization increased by $500 million, adding to $200 million remaining as of June 30, 2025
Advanced Energy reported second quarter 2025 revenue of $441.5 million and GAAP earnings of $0.67 per diluted share, both up from a year earlier and from the first quarter of 2025. The company also issued third quarter 2025 guidance of $440 million in revenue, plus or minus $20 million, and repurchased $22.8 million of common stock during the quarter.
Revenue was $441.5 million, up from $364.9 million in Q2 2024 and $404.6 million in Q1 2025
GAAP EPS from continuing operations was $0.67, versus $0.41 in Q2 2024; non-GAAP EPS was $1.50
Data Center Computing revenue was $141.6 million, up from $73.0 million in Q2 2024
Skyworks reported fiscal third-quarter 2025 revenue of $965 million, up 7% from a year earlier, and non-GAAP diluted EPS of $1.33, up from $1.21. GAAP diluted EPS fell to $0.70 from $0.75. The company guided fourth-quarter revenue to $1.00 billion to $1.03 billion and non-GAAP EPS of $1.40 at the revenue midpoint, and raised its quarterly dividend 1% to $0.71 per share.
Q3 revenue $965 million vs. $905.5 million a year earlier; GAAP operating income $111 million
Non-GAAP diluted EPS $1.33 vs. $1.21; GAAP diluted EPS $0.70 vs. $0.75
Q4 fiscal 2025 outlook: revenue of $1.00 billion to $1.03 billion; non-GAAP EPS of $1.40 at the revenue midpoint
Quarterly dividend of $0.71 per share, payable Sept. 16, 2025, to holders of record on Aug. 26, 2025; Woburn facility consolidation into Newbury Park begun
Cirrus Logic reported fiscal first-quarter 2026 results for the quarter ended June 28, 2025, with revenue of $407.3 million, up 9% from a year earlier but down 4% from the prior quarter. GAAP diluted earnings per share were $1.14, compared with $0.76 a year earlier, and the company guided September-quarter revenue to $510 million to $570 million. One customer accounted for approximately 86% of first-quarter revenue, a concentration shareholders may weigh against the outlook.
Revenue of $407.3 million, up 9% year over year and down 4% quarter over quarter.
GAAP diluted EPS of $1.14 versus $0.76 a year earlier; non-GAAP diluted EPS of $1.51 versus $1.12.
Q2 FY26 revenue guidance of $510 million to $570 million; GAAP gross margin guided to 51% to 53%.
One customer contributed approximately 86% of total revenue in Q1 FY26.
Expeditors International reported second quarter 2025 results, with diluted earnings per share up 8% to $1.34 and revenues up 9% to $2.7 billion from the same quarter of 2024. Operating income rose 11% to $248 million, while net earnings attributable to shareholders grew 5% to $184 million, with a higher effective tax rate limiting the gain. The company returned $335 million to shareholders through dividends and share repurchases in the quarter.
Diluted EPS of $1.34 vs. $1.24 in the second quarter of 2024, up 8%
Revenues of $2.7 billion, up 9%; operating income of $248 million, up 11%
Effective tax rate rose to 28.7% from 25.8% a year earlier, which CFO Bradley S. Powell said slowed net earnings growth
Airfreight tonnage and ocean container volume each increased 7%; $335 million returned to shareholders
Standard Motor Products reported second-quarter 2025 net sales of $493.9 million, up 26.7% from a year earlier, and diluted earnings per share from continuing operations of $1.17, up from $0.81. The company raised its full-year 2025 sales growth guidance to the low-20s percent range from its prior mid-teens expectation, and reaffirmed its adjusted EBITDA margin outlook of 10-11%. Excluding the Nissens acquisition, the company said second-quarter sales rose 3.5%.
Net sales were $493.9 million versus $389.8 million in the second quarter of 2024.
GAAP diluted EPS from continuing operations was $1.17 versus $0.81; non-GAAP diluted EPS was $1.29 versus $0.98.
Full-year 2025 sales growth guidance raised to the low-20s percent range, including Nissens; adjusted EBITDA margin outlook of 10-11% reaffirmed.
Quarterly dividend of 31 cents per share, payable September 2, 2025, to holders of record on August 15, 2025.
Public Service Enterprise Group reported second-quarter 2025 net income of $585 million, or $1.17 per share, up from $434 million, or $0.87 per share, a year earlier. Non-GAAP operating earnings rose to $384 million, or $0.77 per share, from $313 million, or $0.63 per share, and the company kept its full-year 2025 non-GAAP operating earnings guidance of $3.94 to $4.06 per share.
Q2 2025 net income was $585 million ($1.17 per share) versus $434 million ($0.87 per share) in Q2 2024
Q2 2025 non-GAAP operating earnings were $384 million ($0.77 per share) versus $313 million ($0.63 per share)
Full-year 2025 non-GAAP operating earnings guidance was maintained at $3.94 to $4.06 per share
PJM priced 2026/2027 capacity at $329 per megawatt-day, up from about $270 for 2025/2026
UFP Technologies reported second-quarter 2025 net income of $17.2 million, or $2.21 per diluted share, up from $13.6 million, or $1.75, a year earlier. Sales rose 37.2% to $151.2 million, helped by two acquisitions and 4.9% organic growth, while gross margin fell to 28.8% from 30.0%.
Q2 sales increased 37.2% to $151.2 million from $110.2 million; organic sales growth was 4.9%.
Q2 net income was $17.2 million, or $2.21 per diluted share, versus $1.75 a year earlier; adjusted EPS rose 27% to $2.50.
Gross margin fell to 28.8% from 30.0%, including about $1.2 million in incremental labor costs at its AJR facility, which the company expects to be the low point in Q3.
Fox Corporation reported results for the quarter and fiscal year ended June 30, 2025, with fourth-quarter revenue up 6% to $3.29 billion and net income attributable to Fox stockholders of $717 million ($1.57 per share), compared with $319 million ($0.68 per share) a year earlier. The company also raised its share repurchase authorization by $5 billion to $12 billion and increased its semi-annual dividend to $0.28 per share, which matters to shareholders because it returns more cash to them.
Q4 revenue of $3.29 billion, up $195 million or 6% from the prior year quarter; adjusted EBITDA of $939 million, up 21%
Full-year revenue of $16.30 billion, up 17%; net income attributable to Fox stockholders of $2.26 billion ($4.91 per share) versus $1.50 billion ($3.13 per share)
Board raised the share repurchase authorization by $5 billion, bringing the total to $12 billion; about $250 million of Class A stock was repurchased in the quarter
Semi-annual dividend increased to $0.28 per share, payable September 24, 2025, to holders of record on September 3, 2025
Harmony Biosciences reported second-quarter 2025 net product revenue of $200.5 million, up 16% from $172.8 million a year earlier, and GAAP net income of $39.8 million, or $0.68 per diluted share, compared with $11.6 million, or $0.20, in Q2 2024. The company reaffirmed its full-year 2025 net product revenue guidance of $820 million to $860 million, so higher sales and profit were reported with the annual forecast unchanged.
Q2 2025 net product revenue was $200.5 million, up from $172.8 million; average patients rose by 400 to 7,600
GAAP diluted EPS was $0.68 versus $0.20 in Q2 2024; non-GAAP adjusted diluted EPS was $0.92 versus $0.43
Full-year 2025 net product revenue guidance reaffirmed at $820 million to $860 million
Cash, cash equivalents and investments were $672.3 million as of June 30, 2025; Fragile X Phase 3 topline data expected in Q3 2025
Broadridge reported fiscal 2025 results with diluted EPS up 21% to $7.10 and Adjusted EPS up 11% to $8.55, on recurring revenue growth of 7%. The Board also raised the annual dividend 11% to $3.90 per share and issued fiscal 2026 guidance calling for 8-12% Adjusted EPS growth.
Fiscal 2025 total revenues rose 6% to $6,889 million; diluted EPS was $7.10, up 21% from $5.86.
Fourth-quarter diluted EPS was $3.16, up 16%, while Adjusted EPS was $3.55, up 1%.
Fiscal 2026 guidance: 5-7% recurring revenue growth in constant currency and 8-12% Adjusted EPS growth.
Quarterly dividend of $0.975 per share is payable October 2, 2025, to holders of record on September 11, 2025.
Silicon Laboratories reported second-quarter 2025 revenue of $193 million, up 33% from a year earlier, and its GAAP net loss narrowed to $21.8 million from $82.2 million. The company also expects third-quarter revenue of $200 million to $210 million, with GAAP diluted loss per share of $(0.60) to $(0.20) and non-GAAP diluted earnings per share of $0.20 to $0.40.
Q2 2025 revenue was $193 million, up 33% year-over-year; Industrial & Commercial revenue rose 25% to $110 million and Home & Life rose 45% to $83 million
GAAP diluted loss per share was $(0.67) versus $(2.56) a year earlier; non-GAAP diluted earnings per share was $0.11
Q3 2025 guidance: revenue of $200 million to $210 million; non-GAAP diluted EPS of $0.20 to $0.40
Quarter ended July 5, 2025; earnings call held the same day, with a replay available through September 4, 2025
Zebra Technologies reported second-quarter 2025 results for the quarter ended June 28, 2025, with net sales up 6.2% to $1.29 billion and non-GAAP diluted EPS up 13.5% to $3.61, while GAAP net income was roughly flat at $112 million. The company raised its full-year 2025 sales growth outlook to 5% to 7% and its adjusted EBITDA margin outlook to 21% to 22%, and it agreed to acquire Elo Touch Solutions for $1.3 billion, expected to close in 2025 and not included in its outlook.
Net sales were $1,293 million, up 6.2% year over year; GAAP net income was $112 million, or $2.19 per diluted share, versus $2.17 a year earlier.
Non-GAAP diluted EPS was $3.61 versus $3.18; gross margin fell to 47.6% from 48.4%, mainly due to about $10 million of U.S. import tariff expense net of mitigating actions.
Full-year 2025 sales growth is now expected at 5% to 7%, non-GAAP diluted EPS at $15.25 to $15.75, and free cash flow at more than $800 million.
Zebra agreed to acquire Elo Touch Solutions, Inc. for $1.3 billion, with closing expected in 2025.
Frontdoor reported second-quarter 2025 revenue up 14% to $617 million and net income up 21% to $111 million, with diluted EPS of $1.48 versus $1.18. The company raised its full-year 2025 revenue, gross profit margin and Adjusted EBITDA ranges and increased its 2025 share repurchase target to approximately $250 million.
Q2 2025 revenue $617 million, up 14%, with 2-10 acquisition a main driver of volume growth
Diluted EPS $1.48 versus $1.18 a year earlier; Adjusted EBITDA $199 million, up 26%
Full-year 2025 Adjusted EBITDA range raised to $530 million to $550 million; revenue range raised to $2.055 billion to $2.075 billion
Share repurchases totaled $150 million year-to-date through July 2025; 2025 target raised to approximately $250 million
Zoetis reported second-quarter 2025 revenue of $2.5 billion, up 4% on a reported basis and 8% on an organic operational basis, and net income of $718 million, or $1.61 per diluted share, up 15% and 18%. The company raised its full-year 2025 revenue guidance to $9.450 billion to $9.600 billion and its adjusted diluted EPS guidance to $6.30 to $6.40, which is the main change for shareholders.
Q2 2025 revenue was $2.5 billion, with U.S. segment revenue of $1.4 billion and International segment revenue of $1.1 billion.
Q2 2025 net income was $718 million, or $1.61 per diluted share; adjusted net income was $783 million, or $1.76 per diluted share.
Full-year 2025 adjusted diluted EPS guidance rose to $6.30 to $6.40 from $6.20 to $6.30; reported diluted EPS guidance is $5.90 to $6.00.
Cushman & Wakefield reported second-quarter 2025 revenue of $2.5 billion, up 9% from a year earlier, and net income of $57.3 million, compared with $13.5 million in the second quarter of 2024. CEO Michelle MacKay said the company is raising its full-year earnings per share outlook and announced an additional $150.0 million term loan prepayment.
Q2 2025 revenue of $2.5 billion rose 9%; capital markets revenue rose 27% and leasing revenue rose 8%.
Diluted EPS was $0.25 versus $0.06 a year earlier; adjusted diluted EPS was $0.30 versus $0.20.
Management is raising its full-year earnings per share outlook; the filing does not give a new figure.
A $150.0 million term loan prepayment was announced, bringing 2025 year-to-date principal prepayments to $200.0 million.
DigitalOcean reported second-quarter 2025 revenue of $219 million, up 14% year-over-year, and net income of $37 million, up 93%. The company raised its full-year 2025 revenue and Adjusted EBITDA margin guidance, which gives shareholders a higher outlook for the year.
Q2 2025 revenue was $219 million, up 14% year-over-year; ARR ended the quarter at $875 million.
Net income attributable to common stockholders was $37 million, up 93%; diluted EPS was $0.39 versus $0.20 a year earlier.
Full-year 2025 revenue guidance was raised to $888 million to $892 million; Adjusted EBITDA margin guidance was raised to 39% to 40%.
Third-quarter 2025 revenue guidance is $226 million to $227 million.
J&J Snack Foods reported fiscal third-quarter 2025 results for the period ended June 28, 2025. Net sales rose 3.3% to $454.3 million and diluted EPS rose to $2.26 from $1.87, helped by a $10.6 million insurance gain, while adjusted EPS was $2.00 versus $1.98 a year earlier. Shareholders get higher reported sales and earnings, but Retail Supermarket sales fell 7.1% and gross margin declined to 33.0% from 33.6%.
Net sales of $454.3 million, up 3.3% from $439.957 million a year earlier; Food Service sales rose 4.8% and Frozen Beverages rose 6.1%
Diluted EPS of $2.26 versus $1.87; adjusted diluted EPS of $2.00 versus $1.98 after excluding a $10.6 million insurance gain and a $1.5 million impairment charge
Retail Supermarket sales decreased 7.1% to $63.9 million; handheld sales were limited by capacity constraints from a facility fire last year
Gross margin of 33.0% compared with 33.6%; the company cited a higher share of lower-margin machine sales
Yum! Brands reported second-quarter 2025 results for the period ended June 30, 2025. Total revenues rose 10% to $1.93 billion and diluted GAAP EPS rose 4% to $1.33, while EPS excluding Special Items rose 7% to $1.44. Year-to-date GAAP EPS fell 6% to $2.23, and year-to-date net income fell 8% to $628 million.
Q2 total revenues $1,933 million vs. $1,763 million a year earlier (up 10%); operating profit $622 million, up 2%
Q2 diluted GAAP EPS $1.33 vs. $1.28; EPS excluding Special Items $1.44 vs. $1.35 (up 7%)
Worldwide system sales grew 4% excluding foreign currency translation; Taco Bell Division operating profit rose 5% and Pizza Hut Division operating profit fell 15%
Year-to-date GAAP EPS $2.23 vs. $2.38 (down 6%), reflecting $0.51 in Special Items per share
Marriott reported second quarter 2025 results, furnished in a press release under Item 2.02. Reported diluted EPS rose 3% to $2.78, and adjusted diluted EPS rose 6% to $2.65, while reported net income fell 1% to $763 million. The company also gave a full-year 2025 adjusted diluted EPS outlook of $9.85 to $10.08.
Reported diluted EPS was $2.78 versus $2.69 a year earlier; adjusted diluted EPS was $2.65 versus $2.50.
Reported net income was $763 million, down 1% from $772 million; adjusted EBITDA was $1,415 million, up 7% from $1,324 million.
Worldwide RevPAR rose 1.5%; U.S. & Canada RevPAR was flat and international RevPAR rose 5.3%.
Full-year 2025 adjusted diluted EPS outlook is $9.85 to $10.08, with approximately $4 billion planned for capital return to shareholders.
Duke Energy reported second-quarter 2025 reported and adjusted EPS of $1.25, up from adjusted EPS of $1.18 in the second quarter of 2024. The company reaffirmed its 2025 adjusted EPS guidance range of $6.17 to $6.42, citing new rates and riders as the main driver of higher quarterly results.
Q2 2025 adjusted EPS of $1.25 vs. $1.18 in Q2 2024; reported EPS $1.25 vs. $1.13
Electric Utilities and Infrastructure adjusted segment income of $1,194 million vs. $1,115 million a year earlier
2025 adjusted EPS guidance of $6.17 to $6.42 reaffirmed; long-term adjusted EPS growth of 5% to 7% through 2029
Other segment loss widened to $228 million from $200 million, mainly due to higher interest expense
Life Time Group Holdings reported second-quarter 2025 revenue of $761.5 million, up 14.0% from a year earlier, and net income of $72.1 million, up 36.6%. The company raised its full-year 2025 revenue and net income guidance, with revenue now expected at $2,955 million to $2,985 million, which signals stronger expected profitability for shareholders.
Q2 diluted EPS was $0.32, up 23.1% from $0.26 a year earlier; adjusted diluted EPS was $0.37, up 48.0%.
Full-year 2025 revenue guidance is $2,955 million to $2,985 million, up from $2,940 million to $2,980 million; net income guidance is $290 million to $293 million.
Net debt leverage ratio improved to 1.8 times as of June 30, 2025, from 3.0 times a year earlier.
Q2 net income included a $9.0 million tax-effected net loss on a sale-leaseback transaction and $9.3 million in tax-effected employee retention credit proceeds.
Jacobs Solutions reported fiscal third quarter 2025 results for the quarter ended June 27, 2025, with gross revenue of $3.0 billion, up 5.1% year over year, and GAAP earnings per diluted share of $1.56 compared with $0.66 a year earlier. The company raised its fiscal 2025 adjusted EPS guidance to $6.00-$6.10, which signals improved expected profitability for shareholders.
Gross revenue of $3.0 billion, up 5.1% year over year; adjusted net revenue of $2.2 billion, up 7.0%
GAAP EPS of $1.56 versus $0.66 a year earlier; adjusted EPS of $1.62, up 24.6%
Fiscal 2025 adjusted EPS guidance raised to $6.00-$6.10; the company repurchased $101 million of shares in the quarter and $653 million fiscal year to date
Aramark reported third-quarter fiscal 2025 revenue of $4.6 billion, up 6% year over year, with operating income up 13% to $183 million. GAAP earnings per share rose to $0.27 from $0.22, and the company said it continues to expect its full-year fiscal 2025 outlook, which it describes as on pace for the high end of its net new business target.
Revenue of $4,626 million for the quarter ended June 27, 2025, up 6% from $4,376 million (organic revenue up 5%)
Operating income of $183 million, up 13%; adjusted operating income of $230 million, up 19% on a constant currency basis
GAAP diluted EPS of $0.27 versus $0.22 a year earlier; adjusted EPS of $0.40, up 29%
Full-year fiscal 2025 outlook was reiterated, including organic revenue growth of +7.5% to +9.5% and adjusted EPS growth of +23% to +28%
Ball Corporation reported second quarter 2025 results, with U.S. GAAP net sales of $3.34 billion and total diluted earnings per share of 76 cents, up from $2.96 billion and 51 cents a year earlier. The company raised its full-year guidance for comparable diluted earnings per share growth to 12-15% and said it expects to return at least $1.5 billion to shareholders in 2025.
Q2 2025 U.S. GAAP net earnings attributable to Ball were $212 million, or 76 cents per diluted share, versus $158 million, or 51 cents, in Q2 2024.
Q2 2025 comparable diluted EPS was 90 cents, versus 74 cents in Q2 2024; comparable net earnings were $249 million.
Full-year 2025 guidance for comparable diluted EPS growth was increased to 12-15%.
Ball returned $1.13 billion to shareholders in the first six months of 2025 and expects to return at least $1.5 billion by year-end.
Amneal Pharmaceuticals reported second-quarter 2025 net revenue of $725 million, up 3% from a year earlier, and GAAP net income attributable to the company of $22 million, up from $6 million. The company raised its full-year 2025 adjusted EBITDA and adjusted diluted EPS guidance, while keeping net revenue guidance unchanged, and completed a debt refinancing that it says extends maturities to 2032.
Q2 2025 net revenue was $725 million, up 3% from $702 million; GAAP diluted EPS was $0.07 versus $0.02, and adjusted diluted EPS was $0.25, up 56%.
Adjusted EBITDA was $184 million, up 13% from the second quarter of 2024.
2025 guidance: adjusted EBITDA raised to $665 million-$685 million from $650 million-$675 million; adjusted diluted EPS raised to $0.70-$0.75 from $0.65-$0.70; net revenue unchanged at $3.0 billion-$3.1 billion.
On August 1, 2025, the company completed $2.1 billion of new seven-year Term B loans and $600 million of 6.875% senior secured notes due 2032, used to refinance prior debt.
DuPont reported second quarter 2025 net sales of $3.3 billion, up 3%, adjusted EPS of $1.12, up 15%, and GAAP income from continuing operations of $238 million, up 35%. The company raised its full-year 2025 guidance, including adjusted EPS of about $4.40, and said the raise more than offsets the estimated $20 million tariff impact. Operating cash flow from continuing operations fell 28% to $381 million, and the planned Qnity electronics spin-off remains on track for November 1, 2025.
Q2 2025 net sales of $3.3 billion rose 3%; organic sales rose 2%
Full-year 2025 guidance: adjusted EPS of about $4.40, net sales of about $12.85 billion, operating EBITDA of about $3.36 billion
Cash provided by operating activities from continuing operations was $381 million, down from $527 million a year earlier
Electronics spin-off (Qnity) targeted for November 1, 2025
Clear Secure reported second-quarter 2025 results for the period ended June 30, 2025, with revenue of $219.5 million, up 17.5% year over year, and operating income of $42.6 million, up from $30.3 million a year earlier. Net income was $37.9 million, down from $38.6 million, and earnings per share were $0.26, the same as a year earlier. The company guided third-quarter revenue to $223-226 million and reaffirmed full-year 2025 free cash flow expectations of at least $310 million.
Revenue of $219.5 million, up 17.5%; Total Bookings of $222.9 million, up 13.1%
Operating income of $42.6 million versus $30.3 million in Q2 2024; net income of $37.9 million versus $38.6 million
Basic and diluted EPS of $0.26 for both Class A and Class B, unchanged from Q2 2024
Q3 2025 revenue guidance of $223-226 million; full-year 2025 free cash flow of at least $310 million reaffirmed
Gartner reported second-quarter 2025 revenue of $1.7 billion, up 5.7% from a year earlier, and adjusted EPS of $3.53, up 9.6%. The company also updated its full-year 2025 outlook and its Board added $700 million to its share repurchase authorization on July 31, 2025, which the company says will support shareholder value.
Revenue $1,686 million, up 5.7% as reported and 4.6% on an FX neutral basis; net income $241 million, up 4.9%
Diluted EPS $3.11, up 6.1%; adjusted EPS $3.53, up 9.6% from $3.22
Board authorized up to an additional $700 million of share repurchases on July 31, 2025, on top of prior authorization with about $350 million remaining as of end of July 2024
Company repurchased 0.7 million shares for $274 million in the quarter and updated its full-year 2025 outlook; the filing excerpt does not state the new outlook figures
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.