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).
LifeStance Health Group reported second-quarter 2025 revenue of $345.3 million, up 11% from a year earlier, and a net loss of $3.8 million, narrowed from $23.3 million. The company reiterated its full-year 2025 revenue outlook of $1.40 billion to $1.44 billion and raised its full-year Adjusted EBITDA and Center Margin expectations.
Q2 revenue was $345.3 million, up 11% from $312.3 million; visit volumes rose 12% to 2.2 million.
Net loss was $3.8 million versus $23.3 million a year earlier; Adjusted EBITDA rose 19% to $34.0 million.
Full-year 2025 Adjusted EBITDA raised to $140 million to $150 million; Center Margin raised to $441 million to $465 million.
Third-quarter 2025 revenue is expected at $345 million to $365 million.
Ormat Technologies reported second-quarter 2025 results, with total revenues of $234.0 million, up 9.9%, and net income attributable to stockholders of $28.0 million, up 26.1%. The company reiterated its full-year 2025 revenue and Adjusted EBITDA guidance, which matters to shareholders because it signals management's expectations for the rest of the year.
Q2 2025 total revenues were $234.0 million, up 9.9% from $213.0 million a year earlier.
Diluted EPS was $0.46 versus $0.37 in Q2 2024; Adjusted EBITDA was $134.6 million, up 6.7%.
Full-year 2025 guidance reiterated: total revenues of $935 million to $975 million and Adjusted EBITDA of $563 million to $593 million.
Quarterly dividend of $0.12 per share declared, payable September 3, 2025, to holders of record on August 20, 2025.
Royal Gold reported second-quarter 2025 net income of $132.3 million, or $2.01 per share, up from $81.2 million, or $1.23 per share, a year earlier, on revenue of $209.6 million versus $174.1 million. Operating cash flow was $152.8 million. The company also has pending agreements to acquire Sandstorm Gold and Horizon Copper, which it expects to close in the fourth quarter of 2025, and it completed the $1.0 billion Kansanshi gold stream advance after the quarter ended.
Revenue of $209.6 million versus $174.1 million in the year-earlier quarter, at an average gold price of $3,280 per ounce
Net income of $132.3 million, or $2.01 per share, versus $81.2 million, or $1.23 per share, a year earlier
Sandstorm Transaction equity value of approximately $3.5 billion and Horizon Transaction equity value of approximately $196 million at signing, with closing expected in the fourth quarter of 2025
Quarterly dividend of $0.45 per share, a 12.5% increase over the prior year period
Kodiak Gas Services reported second-quarter 2025 net income attributable to common shareholders of $39.5 million, up from $6.2 million a year earlier, with diluted EPS of $0.43. The company raised the low end of its full-year 2025 adjusted EBITDA guidance by $5 million and increased its share repurchase program by $100 million, with $115.0 million now available for repurchases.
Q2 2025 net income attributable to common shareholders was $39.5 million, versus $6.2 million in Q2 2024; diluted EPS was $0.43
Quarterly adjusted EBITDA was $178.2 million, up 15.5% from Q2 2024
Full-year 2025 adjusted EBITDA guidance is now $700 million to $725 million, with the low end raised $5 million
Share repurchase program increased by $100 million and extended to December 31, 2026; $115.0 million is available
Watts Water Technologies reported second quarter 2025 net sales of $644 million, up 8% on a reported basis and 6% organically, with diluted EPS of $3.01, up 23%. The company raised its full year 2025 sales and margin outlook, but first-half free cash flow fell to $105 million from $120 million a year earlier.
Q2 net sales $643.7 million, up 8% reported and 6% organic; operating margin 21.0%, up 230 basis points.
Diluted EPS $3.01 vs. $2.44 a year earlier, up 23%; adjusted diluted EPS $3.09, up 26%.
Full year 2025 reported sales growth now expected at 2% to 5%; operating margin expected at 17.2% to 17.8%.
First-half free cash flow $105 million vs. $120 million, reflecting higher working capital and tariff-related inventory costs.
Alamo Group reported second-quarter 2025 results for the quarter ended June 30, 2025, with net sales of $419.1 million, up 0.7% from a year earlier, and net income of $31.1 million, up 9.8%. Diluted EPS was $2.57 versus $2.35 a year earlier, though the company said an unfavorable currency revaluation reduced EPS by about $0.21 per share. The company did not give a numeric full-year outlook, saying it expects continued operating gains and plans to use its balance sheet for organic and inorganic growth.
Net sales $419.1 million, up 0.7% year over year; Industrial Equipment Division sales $240.7 million, up 17.6% organically; Vegetation Management Division sales $178.4 million, down 15.7%
Income from operations $47.1 million, or 11.2% of net sales, up 83 basis points from the second quarter of 2024
Diluted EPS $2.57 versus $2.35; currency revaluation reduced EPS by about $0.21 per share
Total debt net of cash reduced to $11.3 million from $175.1 million a year earlier; backlog $687.2 million at June 30, 2025
CACI reported fiscal 2025 full-year revenue of $8.6 billion, up 12.6%, and net income of $499.8 million, up 19.0%, with diluted EPS of $22.32. It also issued fiscal 2026 guidance for revenue of $9.2 billion to $9.4 billion and adjusted diluted EPS of $27.13 to $28.03. Contract awards fell sharply in both the fourth quarter and the full year, which shareholders may weigh against the growth outlook.
Fourth-quarter revenue was $2.3 billion, up 13.0%, and diluted EPS was $7.14, up 19.4%.
Fiscal 2026 guidance: revenue of $9.2 billion to $9.4 billion, adjusted diluted EPS of $27.13 to $28.03, and free cash flow of at least $710 million.
Fiscal 2025 contract awards were $9.6 billion, down 32.1%; fourth-quarter awards were $2.6 billion, down 51.3%.
Management will discuss results on a conference call at 8:00 AM Eastern on August 7, 2025.
American States Water reported second quarter 2025 diluted earnings of $0.87 per share, up from $0.85 a year earlier, with total operating revenues of $163.1 million compared with $155.3 million. The gain came mainly from new rates at its water and electric utilities, partly offset by lower construction activity at its contracted services business. The board also approved an 8.3% increase in the quarterly dividend, to $0.5040 per share.
Q2 2025 diluted EPS of $0.87 versus $0.85 in Q2 2024; water segment contributed $0.73 per share, up from $0.67.
Contracted services EPS fell to $0.13 from $0.19, mainly due to timing of construction projects; the company still expects $0.59 to $0.63 per share for full-year 2025.
Six-month diluted EPS was $1.57 versus $1.47 a year earlier.
Quarterly dividend rises to $0.5040 per share from $0.4655, payable September 3, 2025 to holders of record on August 15, 2025.
Coeur Mining reported record second quarter 2025 revenue of $481 million, up from $360 million in the first quarter, and GAAP net income from continuing operations of $71 million, or $0.11 per share. The company reaffirmed its full-year 2025 production and cost guidance and repaid the remaining $110 million on its revolving credit facility, and it has begun a $75 million share repurchase program. The results show a sharp improvement in profit and cash flow for shareholders.
Q2 2025 revenue of $481 million versus $360 million in Q1 2025 and $222 million in Q2 2024
GAAP net income from continuing operations of $71 million ($0.11 per share); adjusted net income of $127 million ($0.20 per share)
Free cash flow of $146 million; $110 million revolver balance repaid and net leverage ratio at 0.4x
$75 million share repurchase program announced May 27, 2025; 216,500 shares bought in Q2 at an average $9.24 per share
CF Industries reported first-half 2025 net earnings of $698 million, or $4.20 per diluted share, up from $614 million, or $3.31 per share, a year earlier, on net sales of $3.55 billion versus $3.04 billion. Second-quarter net earnings were $386 million ($2.37 per share), down from $420 million in the second quarter of 2024, though per-share earnings rose from $2.30, and the company cited higher realized natural gas costs. The results matter to shareholders because the company also repurchased shares and authorized a new $2 billion buyback program.
First-half 2025 net earnings were $698 million, or $4.20 per diluted share, versus $614 million, or $3.31, in first-half 2024.
Second-quarter 2025 net earnings were $386 million, or $2.37 per diluted share, versus $420 million, or $2.30, a year earlier.
Average natural gas cost in cost of sales was $3.36 per MMBtu in the second quarter of 2025, compared with $1.90 in the second quarter of 2024.
On May 6, 2025, the board authorized a $2 billion share repurchase program, effective through December 2029, to begin after the current program is completed.
SiTime reported second-quarter 2025 revenue of $69.5 million, up 58% from $43.9 million a year earlier and up from $60.3 million in the first quarter. The GAAP net loss narrowed to $20.2 million, or $0.84 per diluted share, from $26.8 million a year earlier, and non-GAAP net income was $11.6 million, or $0.47 per diluted share. The company did not provide outlook in the release, saying it would discuss business outlook on its conference call.
Revenue $69.5 million vs. $43.9 million in Q2 2024; Communications, Enterprise and Data Center (CED) revenue grew 137% year over year
GAAP net loss $20.2 million, or $0.84 per diluted share, vs. $26.8 million, or $1.16 per share, in Q2 2024
Non-GAAP net income $11.6 million, or $0.47 per diluted share; non-GAAP income from operations $7.2 million
Cash, cash equivalents and short-term investments were $796.7 million on June 30, 2025
STERIS reported first-quarter fiscal 2026 revenue of $1.4 billion, up 9%, and diluted EPS from continuing operations of $1.79, up from $1.41 a year earlier. The company raised its fiscal 2026 reported revenue growth outlook to 8-9% from 6-7%, while its adjusted EPS outlook of $9.90 to $10.15 was unchanged, and CFO Michael J. Tokich is stepping down with Karen Burton taking over on August 18, 2025.
Q1 fiscal 2026 revenue was $1.4 billion, up 9% from $1.3 billion; diluted EPS from continuing operations was $1.79 versus $1.41, and adjusted EPS was $2.34 versus $2.03.
Fiscal 2026 reported revenue growth outlook raised to 8-9% from 6-7%, mainly due to about 200 basis points of expected favorable currency impact.
Adjusted EPS outlook unchanged at $9.90 to $10.15; estimated tariff impact on pre-tax profit increased to about $45 million from $30 million.
CFO Michael J. Tokich steps down; Karen Burton, currently Vice President and Chief Accounting Officer, becomes Senior Vice President and CFO effective August 18, 2025.
Corteva reported second-quarter 2025 net sales of $6.46 billion, up 6% from a year earlier, and GAAP earnings per share from continuing operations of $2.02, up from $1.51. The company raised its full-year 2025 guidance, citing a strong first half and expected second-half growth, which points to higher expected earnings for shareholders.
2Q net sales were $6.46 billion, up 6%; GAAP EPS from continuing operations was $2.02 versus $1.51 a year earlier.
2Q operating EPS was $2.20, up 20%, and operating EBITDA was $2.16 billion, up 13%.
Full-year 2025 operating EPS guidance is $3.00 to $3.20; net sales guidance is $17.6 billion to $17.8 billion.
The company expects to repurchase approximately $1 billion of shares during 2025.
Atmos Energy reported results for the fiscal 2025 third quarter ended June 30, 2025, and raised its fiscal 2025 earnings per diluted share guidance to $7.35-$7.45. The company also declared a quarterly dividend of $0.87 per share, an indicated annual dividend of $3.48 that is 8.1% higher than fiscal 2024, which matters to shareholders as a signal of higher expected earnings and continued dividend growth.
Fiscal year-to-date earnings were $6.40 per diluted share on net income of $1.0 billion.
Fiscal 2025 EPS guidance is $7.35-$7.45 per diluted share; fiscal 2025 capital expenditure guidance is about $3.7 billion.
Quarterly dividend of $0.87 per common share; indicated fiscal 2025 annual dividend of $3.48, up 8.1% over fiscal 2024.
Conference call to discuss results is set for August 7, 2025, at 10:00 a.m. Eastern Time.
Horace Mann reported second-quarter 2025 net income of $29.4 million, or $0.71 per diluted share, up from $3.8 million a year earlier, and core earnings of $44.2 million, or $1.06 per share. The company raised its full-year 2025 core EPS guidance to $4.15 to $4.45, which signals higher expected profit for shareholders, though the filing notes an ($8.1) million out-of-period correction in net investment income.
Q2 2025 net income was $29.4 million ($0.71 per diluted share) versus $3.8 million ($0.09) in Q2 2024
Q2 2025 core earnings were $44.2 million ($1.06 per share) versus $11.3 million ($0.27) a year earlier
Full-year 2025 core EPS guidance raised to $4.15 to $4.45
Q2 total revenues were $411.7 million, up 6.1%; Property & Casualty combined ratio was 97.0%, improved 15 points
Hecla Mining reported record second-quarter 2025 sales of $304.0 million, up 16% from the first quarter, and net income applicable to common stockholders of $57.6 million, or $0.09 per share, versus $28.7 million in the prior quarter. The company also said it will redeem up to $212 million of its 7.25% Senior Notes due 2028 on August 19, 2025, subject to a condition, and declared dividends on its common and Series B preferred stock, which the company says will lower its net leverage and interest expense.
Q2 2025 sales were $304.0 million, up from $261.3 million in Q1 2025; free cash flow was $103.8 million and Adjusted EBITDA was $132.5 million.
Net leverage ratio fell to 0.7x from 1.5x in the prior quarter; the CEO said this frees up $17.8 million annually in interest expense.
Up to $212 million of 7.25% Senior Notes due 2028 to be redeemed on August 19, 2025 at 101.813% of principal, subject to liquidating deposits from the June and July 2025 at-the-market offering.
Common dividend of $0.00375 per share: record date August 22, 2025, payable on or about September 4, 2025.
MKS Inc. reported second-quarter 2025 revenue of $973 million, up from $887 million a year earlier, and GAAP net income of $62 million, or $0.92 per diluted share, compared with $23 million, or $0.33, in the second quarter of 2024. The company also guided third-quarter 2025 revenue to $960 million, plus or minus $40 million, and said it made $200 million in term loan prepayments across June and August 2025.
Q2 2025 revenue of $973 million, above the high end of company guidance and up from $887 million in Q2 2024.
GAAP net income of $62 million, or $0.92 per diluted share, versus $23 million, or $0.33 per diluted share, in Q2 2024.
Q3 2025 guidance: revenue of $960 million plus or minus $40 million; Non-GAAP net earnings per diluted share of $1.80 plus or minus $0.29.
Voluntary term loan prepayments of $100 million in June 2025 and another $100 million in August 2025.
HubSpot reported second-quarter 2025 revenue of $760.9 million, up 19% from a year earlier on an as-reported basis, and a GAAP net loss of $3.3 million, or $0.06 per share, versus a $14.4 million loss a year earlier. The company also issued third-quarter and full-year 2025 guidance, including full-year non-GAAP net income per diluted share of $9.47 to $9.53, which gives shareholders a forward range to compare against results.
Q2 2025 total revenue was $760.9 million, up 19% as reported and 18% in constant currency versus Q2 2024.
GAAP net loss was $3.3 million ($0.06 per share), compared with a $14.4 million loss ($0.28 per share) in Q2 2024.
Non-GAAP operating margin was 17.0%, compared with 17.2% in Q2 2024; non-GAAP diluted EPS was $2.19 versus $1.94.
Full-year 2025 revenue guidance is $3.080 billion to $3.088 billion; third-quarter revenue guidance is $785.0 million to $787.0 million.
Innoviva reported second quarter 2025 results on August 6, 2025. Total revenue was $100.3 million, up slightly from $99.9 million a year earlier, and the company swung to net income of $63.7 million, or $1.01 basic per share, from a net loss of $34.7 million. Income from operations fell 11% to $48.8 million, while favorable changes in investment fair values helped the bottom line.
Total revenue of $100.3 million, compared with $99.9 million in Q2 2024
Net income of $63.7 million, or $1.01 basic per share, versus a net loss of $34.7 million, or $(0.55) per share, a year earlier
Income from operations of $48.8 million, down 11% from $54.7 million, partly due to zoliflodacin R&D costs
U.S. net product sales of $29.0 million, up 54% from $18.8 million; zoliflodacin PDUFA date is December 15, 2025
Certara reported second-quarter 2025 revenue of $104.6 million, up 12% from a year earlier, and its net loss narrowed to $2.0 million from $12.6 million. The company reiterated its full-year 2025 guidance, including revenue of $415 million to $425 million, which means the outlook was neither raised nor cut.
Revenue $104.6 million, up 12%; software revenue $46.7 million, up 22%; services revenue $57.9 million, up 5%
Net loss $2.0 million, versus $12.6 million in Q2 2024; diluted loss per share $(0.01) versus $(0.08)
Adjusted EBITDA $31.9 million, up 21% from $26.3 million
Full-year 2025 guidance reiterated: revenue $415 million to $425 million; adjusted diluted EPS $0.42 to $0.46
CRH reported second-quarter 2025 revenue of $10.2 billion, up 6%, with diluted earnings per share of $1.94, up from $1.88 a year earlier. The company raised its 2025 Adjusted EBITDA and diluted EPS guidance ranges and declared a quarterly dividend of $0.37 per share, up 6%, which matters to shareholders because it reflects higher expected profit and continued cash returns.
Q2 2025 total revenues were $10.2 billion, up 6%; net income was $1.3 billion, up 2%
Diluted EPS was $1.94 versus $1.88 in Q2 2024; Adjusted EBITDA was $2.5 billion, up 9%
2025 Adjusted EBITDA guidance raised to $7.5 billion-$7.7 billion from $7.3 billion-$7.7 billion; diluted EPS guidance raised to $5.49-$5.72 from $5.34-$5.80
Quarterly dividend of $0.37 per share; ex-dividend and record date August 22, 2025; payment date September 24, 2025
Rayonier reported second quarter 2025 net income attributable to Rayonier of $408.7 million ($2.63 per share), driven by a $404.4 million gain on the sale of its New Zealand joint venture interest. Excluding that gain and related items, pro forma net income was $9.6 million ($0.06 per share), up from a pro forma loss of $2.6 million a year earlier, and the company said it is on track for full-year Adjusted EBITDA and pro forma EPS within its prior guidance range.
Q2 revenues were $106.5 million versus $99.6 million in the prior year quarter; Adjusted EBITDA was $44.9 million versus $33.3 million.
Pro forma net income was $9.6 million ($0.06 per share) versus a pro forma loss of $2.6 million ($0.02 per share) a year earlier.
Third quarter guidance: net income attributable to Rayonier of $29 to $44 million, EPS of $0.18 to $0.28, and Adjusted EBITDA of $80 to $100 million.
The company repurchased 1.5 million shares for $34.9 million and had $262.4 million remaining on its repurchase authorization as of June 30, 2025.
AIG reported second-quarter 2025 net income attributable to common shareholders of $1.1 billion, or $1.98 per diluted share, compared with a net loss of $4.0 billion in the prior-year quarter. Adjusted after-tax income rose 56% to $1.81 per diluted share, and the Board declared a quarterly cash dividend of $0.45 per share payable September 30, 2025.
Net income of $1.1 billion ($1.98 per diluted share) vs. net loss of $4.0 billion ($5.96 per share) a year earlier; the prior-year loss included a $6.67 per share deconsolidation effect from Corebridge Financial
Adjusted after-tax income of $1.0 billion ($1.81 per diluted share), up from $771 million ($1.16 per share)
General Insurance combined ratio of 89.3% vs. 92.5% a year earlier; net premiums written of $6.9 billion, down 1% as reported and up 1% on a comparable basis
Dividend of $0.45 per share payable September 30, 2025 to holders of record at the close of business on September 16, 2025
Tutor Perini reported second-quarter 2025 revenue of $1.37 billion, up 22% from a year earlier, and diluted EPS of $0.38 versus $0.02 in the same period of 2024. The company raised its 2025 GAAP EPS guidance to $1.70 to $2.00 from $1.60 to $1.95, which is a positive signal for shareholders, though the filing notes share-based compensation rose sharply with the stock price.
Q2 2025 revenue was $1.37 billion, up 22%; income from construction operations was $76.4 million, up 89%
Diluted EPS was $0.38 versus $0.02 in Q2 2024; adjusted EPS, which excludes share-based compensation, was $1.41 versus $0.34
2025 GAAP EPS guidance raised to $1.70 to $2.00 from $1.60 to $1.95; adjusted EPS guidance $3.65 to $3.95 from $2.45 to $2.80
Share-based compensation expense rose $38.5 million year over year, largely due to the doubling of the stock price in Q2 2025
Universal Corporation reported results for the quarter ended June 30, 2025, with revenue of $594 million, down slightly from $597 million a year earlier, and operating income of $34 million, up from $17 million. Net income attributable to the company rose to $8.5 million, or $0.34 per diluted share, from $130 thousand, or $0.01 per share, a year earlier. Shareholders also elected three directors and ratified Ernst & Young LLP as auditor at the August 5, 2025 annual meeting.
Revenue was $593.8 million versus $597.1 million a year earlier; operating income was $33.8 million versus $17.2 million.
Net income attributable to Universal Corporation was $8.5 million; adjusted diluted EPS was $0.38 after excluding $1.1 million in restructuring and impairment costs.
At the August 5, 2025 annual meeting, Lennart R. Freeman, Fotini E. Manolios and Preston D. Wigner were elected as directors for three-year terms.
Thomas H. Johnson was appointed Lead Independent Director effective August 5, 2025; the company will hold a conference call on August 7, 2025.
Verra Mobility reported second quarter 2025 results on August 6, 2025, with total revenue up 6% to $236.0 million and net income up to $38.6 million, or $0.24 per diluted share, from $34.2 million, or $0.20, a year earlier. The company reaffirmed all of its 2025 full-year guidance, but CEO David Roberts said a further modest decline in travel volume could push results toward the lower end of the ranges previously provided.
Total revenue was $236.0 million, up from $222.4 million in the second quarter of 2024; Government Solutions segment revenue rose 10% to $107.1 million.
Net income was $38.6 million, or $0.24 per diluted share, versus $34.2 million, or $0.20, in the prior-year quarter.
Adjusted EBITDA was $105.3 million, compared with $102.2 million, with a margin of 45% versus 46% a year earlier.
2025 guidance was reaffirmed: total revenue of $925 million to $935 million, Adjusted EPS of $1.30 to $1.35, and Free Cash Flow of $175 million to $185 million.
Corpay reported second-quarter 2025 revenue of $1,102.0 million, up 13%, and diluted EPS of $3.98, up 13%. The company raised its full-year 2025 guidance, citing the second-quarter results and improved foreign currency rates, which points to higher expected results for shareholders.
Q2 2025 revenue rose 13% to $1,102.0 million from $975.7 million; net income attributable to Corpay rose 13% to $284.2 million.
Adjusted diluted EPS was $5.13 versus $4.55 a year earlier; organic revenue growth was 11%.
Updated 2025 guidance: total revenues of $4,405 million to $4,485 million and adjusted diluted EPS of $20.86 to $21.26.
The company cited its second-quarter beat and improved foreign currency rates; it also referenced the recently announced Alpha Group acquisition.
Dutch Bros reported second-quarter 2025 results on August 6, 2025, with total revenues up 28.0% year over year to $415.8 million and net income of $38.4 million, compared with $22.2 million a year earlier. The company also raised its full-year 2025 guidance for total revenues, same shop sales growth and adjusted EBITDA.
Total revenues rose 28.0% to $415.8 million from $324.9 million in Q2 2024.
Diluted net income per share was $0.20, compared with $0.12 a year earlier.
2025 guidance now calls for total revenues of $1.59 billion to $1.60 billion and adjusted EBITDA of $285 million to $290 million.
Same shop sales growth guidance is now approximately 4.5%; the company opened 31 new shops in Q2.
Sunrun reported second-quarter 2025 results on August 6, 2025, with total revenue of $569.3 million, up 9% from a year earlier, and net income attributable to common stockholders of $279.8 million, or $1.07 per diluted share. The company raised its full-year 2025 Contracted Net Value Creation outlook to $1.0 billion to $1.3 billion from $650 million to $850 million, while reiterating its Cash Generation guidance of $200 million to $500 million.
Total revenue was $569.3 million, up $45.5 million, or 9%, from the second quarter of 2024; net loss widened to $279.0 million from $259.9 million.
Contracted Net Value Creation was $376 million, up 316% year over year, or $1.64 per weighted average basic share.
Full-year 2025 Contracted Net Value Creation guidance was raised to $1.0 billion to $1.3 billion from $650 million to $850 million.
Cash Generation was $27 million in the quarter, the fifth consecutive quarter of positive Cash Generation; full-year guidance of $200 million to $500 million was unchanged.
NCR Atleos reported second quarter 2025 revenue of $1.10 billion, up 2% year over year, and GAAP diluted earnings per share of $0.60, up from $0.41. The company reaffirmed its full year 2025 guidance and authorized a $200 million share repurchase program with a two-year duration. The filing also discloses immaterial revisions to previously issued financial statements.
Q2 2025 revenue of $1.10 billion, up 2% year over year, with $773 million from recurring revenue
GAAP diluted EPS of $0.60 vs. $0.41 a year earlier; non-GAAP diluted EPS of $0.93 vs. $0.85
Full year 2025 guidance reaffirmed; $200 million share repurchase authorized with a two-year duration
Prior financials revised for immaterial misstatements, including about $15 million overstatement of 2023 pre-tax income
TKO reported second quarter 2025 revenue of $1.308 billion, up 10%, and net income of $273.1 million, compared with $46.2 million a year earlier. The company raised its full year 2025 revenue and Adjusted EBITDA targets, which should matter to shareholders because it signals higher expected results for the year.
Q2 2025 revenue was $1.308 billion, up $115.2 million, or 10%, from the prior year period
Net income was $273.1 million, compared with $46.2 million in Q2 2024; Adjusted EBITDA rose 75% to $526.5 million
Full year 2025 revenue guidance raised to $4.630 billion-$4.690 billion from $4.490 billion-$4.560 billion
Full year 2025 Adjusted EBITDA guidance raised to $1.540 billion-$1.560 billion from $1.490 billion-$1.530 billion
LiveRamp reported results for the first quarter of fiscal 2026, ended June 30, 2025. Revenue rose 11% to $195 million, and GAAP operating income was $7 million, compared with a $5 million loss a year earlier. The company also gave Q2 and full-year fiscal 2026 guidance, which shareholders can compare with future results.
Q1 total revenue was $195 million, up 11%; subscription revenue was $148 million, up 10%
GAAP diluted EPS was $0.12 versus a $0.11 loss a year earlier; non-GAAP diluted EPS was $0.44 versus $0.35
Fiscal 2026 guidance: revenue of $798 million to $818 million and non-GAAP operating income of $178 million to $182 million
Net cash used in operating activities was $16 million; share repurchases totaled $30 million
Fortinet reported second-quarter 2025 results, with revenue up 14% year over year to $1.63 billion and net income of $440.1 million, compared with $379.8 million a year earlier. The company raised the midpoint of its full-year 2025 billings guidance by $100 million, to a range of $7.325 billion to $7.475 billion.
Q2 2025 revenue rose 14% to $1.63 billion; billings rose 15% to $1.78 billion.
GAAP diluted EPS was $0.57, up from $0.49; non-GAAP diluted EPS was $0.64, up from $0.57.
GAAP operating margin was 28.1%, down from 30.5% a year earlier.
Third-quarter 2025 revenue guidance is $1.670 billion to $1.730 billion; full-year revenue guidance is $6.675 billion to $6.825 billion.
ADMA Biologics reported second-quarter 2025 revenue of $122.0 million, up 14%, and GAAP net income of $34.2 million, up from $32.1 million a year earlier. On August 5, 2025, the company entered a $300 million senior secured credit agreement led by JPMorgan Chase Bank, N.A., and used it to repay its prior Ares Capital Corporation facility in full. The company also reaffirmed its full-year 2025 and 2026 guidance.
Q2 2025 total revenue was $122.0 million, up from $107.2 million; diluted EPS was $0.14 versus $0.13.
Credit Agreement dated August 5, 2025: $75 million term loan and $225 million revolver, both maturing August 5, 2028.
Proceeds repaid the Ares Capital Corporation credit facility in full, with a $1.2 million loss on extinguishment of debt recorded in Q2.
FY 2025 revenue guidance of more than $500 million and Adjusted EBITDA guidance of more than $235 million were reaffirmed.
Upwork reported second-quarter 2025 revenue of $194.9 million, up 1% from a year earlier, and net income of $32.7 million, up 47%. The company raised its full-year 2025 revenue guidance to $765 million to $775 million and adjusted EBITDA guidance to $206 million to $214 million, and it announced the Bubty acquisition and an agreement to acquire Ascen.
Q2 2025 revenue was $194.9 million, up from $193.1 million; Marketplace revenue rose 2% while Enterprise revenue fell 8%
Diluted EPS was $0.24, compared with $0.17 in the second quarter of 2024
FY2025 guidance raised: revenue $765 million to $775 million, adjusted EBITDA $206 million to $214 million
Q3 2025 revenue guidance is $190 million to $195 million; Ascen acquisition expected to close in the second half of 2025
Paycom reported second-quarter 2025 revenue of $483.6 million, up 10.5% from a year earlier, and GAAP net income of $89.5 million, or $1.58 per diluted share, versus $1.20 a year earlier. CEO Chad Richison said the company is raising its 2025 growth and margin targets, and the new outlook calls for total revenue of $2.045 billion to $2.055 billion and adjusted EBITDA of $872.0 million to $882.0 million.
Q2 2025 total revenue $483.6 million, up 10.5% from $437.5 million; recurring and other revenue up 12.2%
GAAP diluted EPS $1.58 vs. $1.20 a year earlier; non-GAAP diluted EPS $2.06 vs. $1.62
2025 outlook: total revenue $2.045 billion to $2.055 billion; adjusted EBITDA $872.0 million to $882.0 million, about 43% margin at midpoint
Cash and equivalents $532.2 million and total debt $0 as of June 30, 2025
Digi International reported third-quarter fiscal 2025 revenue of $107.5 million, up from $105.2 million a year earlier, and net income of $10.2 million, up 6%. The company raised its fiscal 2025 Adjusted EBITDA growth outlook to 7-8% from about 5%, while keeping its ARR and revenue projections unchanged, and reduced long-term debt to $40.1 million from $123.2 million at September 30, 2024.
Q3 revenue was $107.5 million, up from $105.2 million; diluted EPS was $0.27 versus $0.26, and Adjusted EPS was $0.53 versus $0.50.
Fiscal 2025 Adjusted EBITDA growth outlook raised to 7-8%, up from about 5%; ARR growth of 10% and flat revenue projections are unchanged.
Fourth-quarter guidance: revenue of $106 million to $110 million, Adjusted EBITDA of $25.5 million to $27.0 million, and Adjusted EPS of $0.47 to $0.51.
Long-term debt fell to $40.1 million at June 30, 2025, and cash was $20.1 million.
Arcus Biosciences reported second-quarter 2025 revenue of $160 million, up from $39 million a year earlier, and broke even on a net basis after a $93 million net loss in the same quarter of 2024. Most of the revenue increase came from a $143 million cumulative catch-up tied to pausing etrumadenant development and Gilead returning its license, so shareholders should weigh that one-time item against the six-month net loss, which widened to $112 million from $97 million.
Q2 2025 total revenue was $160 million versus $39 million in Q2 2024, including a $143 million cumulative catch-up tied to etrumadenant.
Cash, cash equivalents and marketable securities were $927 million at June 30, 2025, compared with $992 million at December 31, 2024.
Arcus expects full-year 2025 GAAP revenue of $225 million to $235 million and expects R&D expenses to decline starting in Q4 2025.
Lyft reported second-quarter 2025 revenue of $1.6 billion, up 11% year over year, and net income of $40.3 million, compared with $5.0 million a year earlier. The company also gave third-quarter guidance for Gross Bookings of $4.65 billion to $4.80 billion and Adjusted EBITDA of $125 million to $145 million, and said its Freenow acquisition closed on July 31.
Q2 2025 Gross Bookings were $4.5 billion, up 12% year over year; Adjusted EBITDA was $129.4 million, up 26%.
Q2 2025 net income was $40.3 million, or $0.10 per diluted share, versus $5.0 million in Q2 2024.
Q3 2025 guidance: Gross Bookings of approximately $4.65 billion to $4.80 billion and Adjusted EBITDA of approximately $125 million to $145 million.
Lyft repurchased 12.8 million shares for $200 million in Q2 2025.
CareTrust REIT reported second-quarter 2025 net income attributable to the company of $68.5 million, or $0.35 per diluted share, up from $10.8 million, or $0.07 per share, a year earlier. The company also raised its 2025 guidance, now projecting normalized FFO of $1.77 to $1.79 per share.
Total revenues were $112.5 million for the quarter, compared with $68.9 million in the second quarter of 2024.
Normalized FFO was $83.1 million, or $0.43 per diluted share, compared with $0.36 a year earlier.
2025 guidance raised: net income of $1.43 to $1.45 per share and normalized FFO of $1.77 to $1.79 per share.
Quarterly dividend of $0.335 per share, up from $0.29 declared in the second quarter of 2024.
DoorDash reported second-quarter 2025 results, with revenue up 25% year over year to $3.3 billion and GAAP net income attributable to common stockholders of $285 million, compared with a loss of $(157) million a year earlier. The company also gave third-quarter 2025 outlook for Marketplace GOV of $24.2 billion to $24.7 billion and Adjusted EBITDA of $680 million to $780 million, and said it expects the proposed Deliveroo acquisition to close in Q4 2025.
Total Orders rose 20% year over year to 761 million, and Marketplace GOV rose 23% to $24.2 billion.
Adjusted EBITDA was $655 million, up 52% from $430 million in Q2 2024.
Free Cash Flow was $355 million, down from $451 million in Q2 2024.
The board's $5.0 billion share repurchase authorization from February 2025 had not been used as of August 5, 2025.
Encore Capital Group reported second-quarter 2025 results on August 6, 2025, with diluted earnings per share of $2.49, up 86% from $1.34 a year earlier, and net income of $58.7 million, up 82%. The company raised its full-year 2025 global collections guidance to approximately $2.5 billion, from a prior expectation of $2.4 billion, while leaving its portfolio purchasing guidance unchanged.
Q2 2025 diluted EPS $2.49 vs. $1.34 in Q2 2024; net income $58.7 million vs. $32.2 million
Total revenues $442.1 million, up 24%; collections $655.0 million, up 20%
Full-year 2025 collections guidance raised to approximately $2.5 billion (15.5% growth) from $2.4 billion (11% growth)
Company repurchased $15 million of shares in Q2, $25 million in the first half of 2025
Federal Realty Investment Trust reported second-quarter 2025 results on August 6, 2025, with net income available to common shareholders of $153.9 million, or $1.78 per diluted share, up from $1.32 a year earlier. The company raised its full-year 2025 earnings and FFO per diluted share guidance and increased its regular quarterly dividend by about 3% to $1.13 per share.
Q2 2025 FFO was $1.91 per diluted share versus $1.69 in Q2 2024; excluding $0.15 per share of new market tax credit income, FFO was $1.76
2025 earnings per diluted share guidance raised to $3.91 to $4.01 from $3.00 to $3.12
2025 FFO per diluted share guidance raised to $7.16 to $7.26 from $7.11 to $7.23
Regular quarterly dividend increased to $1.13 per share, payable October 15, 2025, marking the 58th consecutive annual increase
Remitly reported second quarter 2025 revenue of $411.9 million, up 34% from a year earlier, and net income of $6.5 million compared with a net loss of $12.1 million a year earlier. The company raised its full-year 2025 revenue and Adjusted EBITDA outlook and authorized a $200 million share repurchase program.
Q2 2025 revenue was $411.9 million, up 34% from $306.4 million; Adjusted EBITDA was $64.0 million, up 144% from $26.2 million.
Full-year 2025 revenue outlook raised to $1.61 billion to $1.62 billion from $1.574 billion to $1.587 billion; Adjusted EBITDA outlook raised to $225 million to $230 million from $195 million to $210 million.
Third-quarter 2025 revenue is expected at $411 million to $413 million, and Adjusted EBITDA at $53 million to $55 million.
The Board authorized a share repurchase program of up to $200 million of common stock, with no obligation to buy and no expiration date.
Safety Insurance Group reported second quarter 2025 net income of $28.9 million, or $1.95 per diluted share, up from $16.6 million, or $1.13, a year earlier. The company also raised its quarterly cash dividend from $0.90 to $0.92 per share, payable September 15, 2025.
Q2 2025 net income was $28.9 million, or $1.95 per diluted share, versus $16.6 million, or $1.13, in Q2 2024.
Combined ratio improved to 98.1% from 99.9%; the 2024 period included a $9.7 million benefit from a Massachusetts Property Insurance Underwriting Association restructuring.
Quarterly dividend increased to $0.92 per share from $0.90, payable September 15, 2025 to holders of record on September 2, 2025.
Net earned premiums rose 14.2% to $282.1 million for the quarter.
Universal Technical Institute reported fiscal 2025 third-quarter revenue of $204.3 million, up 15.1%, and net income of $10.7 million, up 113.9%. The company raised the low end of its fiscal 2025 revenue and new student start guidance, and said the Department of Education lifted core growth restrictions on its Concorde division.
Q3 revenue $204.3 million, up 15.1%; net income $10.7 million, up 113.9%; diluted EPS $0.19 versus $0.09.
Fiscal 2025 revenue guidance low end raised to $830 million–$835 million from $825 million–$835 million; new student starts low end raised to 29,500 from 29,000.
Fiscal 2025 net income, diluted EPS, adjusted EBITDA and adjusted free cash flow guidance were unchanged.
Department of Education lifted core growth restrictions on Concorde; the company plans to accelerate Concorde expansion one year ahead of plan.
Schrödinger reported second-quarter 2025 total revenue of $54.8 million, up 16% from a year earlier, and a net loss of $43.2 million, narrower than the $54.0 million loss in the second quarter of 2024. The company kept its 2025 revenue growth guidance and lowered its operating expense outlook, though software gross margin fell to 68% from 80%.
Total revenue rose 16% to $54.8 million from $47.3 million; software revenue rose 15% to $40.5 million.
Net loss was $43.2 million versus $54.0 million a year earlier; software gross margin fell to 68% from 80%.
Software revenue growth guidance of 10% to 15% and drug discovery revenue guidance of $45 million to $50 million were reaffirmed; operating expense guidance was lowered and 2025 operating expenses are now expected to be lower than 2024.
CoreCivic reported second-quarter 2025 revenue of $538.2 million, up 9.8%, and diluted EPS of $0.35 versus $0.17 a year earlier. It raised its full-year 2025 guidance, with diluted EPS now expected at $1.08 to $1.15, up from $0.83 to $0.92, and adjusted EBITDA at $365.0 million to $371.0 million, up from $331.0 million to $339.0 million.
Q2 2025 revenue of $538.2 million, up 9.8%; net income of $38.5 million, up 103.4%
Full-year 2025 diluted EPS guidance raised to $1.08 to $1.15 from $0.83 to $0.92
Full-year 2025 adjusted EBITDA guidance raised to $365.0 million to $371.0 million from $331.0 million to $339.0 million
Company repurchased 2.0 million shares for $43.2 million in Q2 and closed the $67.0 million Farmville Detention Center acquisition on July 1, 2025
Grand Canyon Education reported second quarter 2025 results, with service revenue up 8.8% to $247.5 million and net income up 19.1% to $41.5 million year over year. The company also issued Q3 and full-year 2025 outlook figures, including full-year diluted EPS guidance of $8.75 to $8.90, which shareholders can compare against future results.
Service revenue of $247.5 million for the quarter ended June 30, 2025, up $20.0 million from $227.5 million a year earlier
Diluted EPS of $1.48 versus $1.19 a year earlier; net income of $41.5 million versus $34.9 million
Q3 2025 guidance: service revenue of $258.5 million to $260.5 million and diluted EPS of $1.69 to $1.74
Full-year 2025 guidance: service revenue of $1,100.3 million to $1,107.3 million and diluted EPS of $8.75 to $8.90
Duolingo reported second-quarter 2025 revenue of $252.3 million, up 41% from a year earlier, and net income of $44.8 million, up 84%. The company raised the midpoint of its full-year 2025 bookings growth guidance to 32% and its full-year Adjusted EBITDA margin guidance to 28.75%, which signals stronger expected top-line growth and profitability for shareholders.
Q2 2025 revenue was $252.3 million, up 41% year over year; subscription revenue was $210.7 million, up 46%.
Q2 2025 net income was $44.8 million, up 84% from $24.4 million in Q2 2024.
FY 2025 bookings growth guidance midpoint raised to 32% year over year; FY 2025 revenue growth expected at 36% at the midpoint.
FY 2025 Adjusted EBITDA margin guidance midpoint raised to 28.75%, about 80 basis points above the prior quarter's midpoint.
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.