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).
Post Holdings reported third-quarter fiscal 2025 results, with net sales up 1.9% to $1,984.3 million and diluted earnings per share of $1.79, compared with $1.53 a year earlier. The company raised its fiscal 2025 Adjusted EBITDA outlook to $1,500-$1,520 million, and it also said Chief Operating Officer Jeff A. Zadoks will retire effective January 2, 2026, with Nicolas Catoggio named to succeed him.
Third-quarter net sales of $1,984.3 million, up $36.6 million, or 1.9%, from $1,947.7 million
Diluted EPS of $1.79 versus $1.53; adjusted diluted EPS of $2.03 versus $1.54 (non-GAAP)
Fiscal 2025 Adjusted EBITDA outlook raised to $1,500-$1,520 million from $1,460-$1,500 million
Jeff A. Zadoks to retire as EVP and COO effective January 2, 2026; Nicolas Catoggio appointed EVP and COO
Victory Capital reported second-quarter 2025 revenue of $351.2 million, up 59.9% from a year earlier, after closing its Amundi US acquisition on April 1, 2025. GAAP net income fell 21% to $58.7 million and GAAP diluted EPS was $0.68 versus $1.12, as higher variable operating expenses and acquisition and restructuring costs pushed the GAAP operating margin down to 26.8%. The board raised the share repurchase authorization to $500 million and approved a $0.49 quarterly dividend.
Revenue was $351.2 million, up 59.9% from a year earlier and from $219.6 million in the first quarter of 2025.
GAAP diluted EPS was $0.68 versus $1.12 a year earlier; adjusted net income with tax benefit per diluted share was $1.57 versus $1.31.
GAAP operating margin was 26.8% versus 50.4%; acquisition-related costs were $25.8 million and restructuring and integration costs were $14.0 million.
The share repurchase authorization rose from $200.0 million to up to $500.0 million; the $0.49 dividend is payable September 25, 2025.
Concentra Group Holdings Parent reported second-quarter 2025 revenue of $550.8 million, up 15.2%, and raised its full-year 2025 revenue and Adjusted EBITDA guidance. Net income fell 12.9% to $46.2 million, and earnings per share fell to $0.35 from $0.50, which the company attributed to higher interest expense from its IPO recapitalization.
Q2 2025 revenue was $550.8 million, up 15.2% from $477.9 million; Adjusted EBITDA was $115.0 million, up 13.2% from $101.6 million.
Q2 2025 net income was $46.2 million versus $53.1 million a year earlier; EPS was $0.35 versus $0.50.
2025 revenue guidance was raised to $2.13 billion to $2.16 billion, and Adjusted EBITDA guidance is $420 million to $430 million.
The board declared a cash dividend of $0.0625 per share, payable August 28, 2025, to holders of record on August 21, 2025.
Karman Space & Defense (NYSE: KRMN) reported second quarter 2025 revenue of $115.1 million, up 35.3% from a year earlier, and net income of $6.8 million, up 47.8%. The company raised its full-year 2025 revenue forecast to $452 million-$458 million from $423 million-$433 million, and its adjusted EBITDA forecast to $138.5 million-$141.5 million from $132 million-$137 million. For shareholders, the results and higher outlook show growth in revenue and profit, though GAAP net income for the first half was only $2.0 million.
Q2 2025 revenue was $115.1 million, up 35.3% year over year; net income was $6.8 million, or $0.05 per diluted share.
Non-GAAP adjusted EBITDA was $35.3 million, up 28.7%, with an adjusted EBITDA margin of 30.7%.
Funded backlog was $719.3 million as of June 30, 2025, up 24.1% from the end of 2024.
Full-year 2025 revenue guidance rose to $452 million-$458 million; adjusted EBITDA guidance rose to $138.5 million-$141.5 million.
ePlus reported first-quarter fiscal 2026 results for the quarter ended June 30, 2025, with net sales up 19.0% to $637.3 million and diluted earnings per share from continuing operations up 14.4% to $1.03. The company raised its fiscal 2026 guidance and declared its first quarterly cash dividend of $0.25 per share, while also authorizing a new buyback of up to 1.5 million shares. For shareholders, the filing shows higher sales and earnings, a higher forecast, and a new cash return through dividends and repurchases.
Net sales rose 19.0% to $637.3 million; gross profit rose 16.8% to $148.2 million, and gross margin was 23.3% versus 23.7% a year earlier.
Diluted EPS from continuing operations was $1.03 versus $0.90; non-GAAP diluted EPS was $1.26 versus $1.01.
Fiscal 2026 guidance now calls for net sales growth in the upper single digits and adjusted EBITDA growth in the mid-teens.
Quarterly dividend of $0.25 per share is payable September 17, 2025, to holders of record on August 26, 2025; new buyback covers up to 1.5 million shares over 12 months starting August 11, 2025.
On August 5, 2025, PTC Therapeutics entered a Rights Satisfaction Agreement under which former Censa Pharmaceuticals securityholders gave up their rights to payments based on sepiapterin net sales. The company paid about $225 million in cash at closing and may owe up to $500 million more in milestone payments. Other obligations under the 2020 Merger Agreement remain in effect.
At closing, PTC paid about $225.0 million in cash to participating former Censa securityholders, who held about 90% of Censa's equity.
Participants forfeited net sales payments of 8% on sales up to $250.0 million, 10% on sales from $250.0 million to $500.0 million, and 12% on sales above $500.0 million.
Additional milestone payments of about $90.0 million each, up to $500.0 million in total, are tied to aggregate net sales thresholds from $3.0 billion to $11.0 billion.
The agreement was signed and closed simultaneously, and the full text will be filed with the Form 10-Q for the quarter ending September 30, 2025.
Synaptics reported fourth-quarter fiscal 2025 revenue of $282.8 million, up from $247.4 million a year earlier, but a GAAP net loss of $4.7 million, compared with net income of $208.3 million a year earlier. The company also guided first-quarter fiscal 2026 revenue to $290 million plus or minus $10 million and authorized a new buyback of up to $150 million of common stock, which has no expiration date.
Q4 non-GAAP diluted EPS was $1.01, versus $0.64 a year earlier; Q4 GAAP loss was $0.12 per basic share.
Prior-year Q4 GAAP net income of $208.3 million included a $245.0 million income tax benefit.
Q1 fiscal 2026 guidance: revenue $290 million ± $10 million; GAAP loss per share ($0.54) ± $0.25.
Board authorized the buyback of up to $150 million on August 5, 2025; the company repurchased $128 million of stock in fiscal 2025.
Alarm.com reported second-quarter 2025 total revenue up 8.8% to $254.3 million and GAAP net income up 5.2% to $34.2 million, and it raised its full-year 2025 guidance. Cash flow from operating activities for the first six months fell to $46.8 million from $72.8 million a year earlier, and cash and cash equivalents declined to $1.02 billion from $1.22 billion at December 31, 2024.
Q2 2025 total revenue rose 8.8% to $254.3 million from $233.8 million; SaaS and license revenue rose 9.0% to $170.0 million.
GAAP diluted EPS was $0.63 versus $0.62 a year earlier; non-GAAP adjusted EBITDA rose 13.0% to $48.4 million.
Full-year 2025 total revenue is guided to $990.0 million to $996.4 million; non-GAAP adjusted EBITDA to $195.0 million to $196.5 million. The filing does not state the prior guidance ranges.
Six-month non-GAAP free cash flow was $36.1 million versus $67.8 million in the same period of 2024.
Motorola Solutions reported second-quarter 2025 sales of $2.8 billion, up 5% from a year earlier, and GAAP EPS of $3.04, up 17%. The company raised its full-year 2025 revenue, non-GAAP EPS and operating cash flow expectations, and said it completed the $4.4 billion acquisition of Silvus Technologies after the quarter ended.
Q2 sales $2,765 million vs. $2,628 million a year earlier; GAAP EPS $3.04 vs. $2.60; non-GAAP EPS $3.57 vs. $3.24
Full-year 2025 revenue guidance raised to approximately $11.65 billion from approximately $11.4 billion; non-GAAP EPS raised to $14.88 to $14.98 from $14.64 to $14.74
Operating cash flow of $272 million in Q2, up $92 million; full-year operating cash flow expectation raised to $2.75 billion
Take-Two Interactive reported first-quarter fiscal 2026 results for the quarter ended June 30, 2025, with Net Bookings of $1.42 billion, up 17%, and GAAP net revenue of $1.50 billion, up from $1.34 billion. The company also raised its fiscal 2026 Net Bookings outlook to $6.05 to $6.15 billion, and the GAAP net loss narrowed to $11.9 million from $262.0 million a year earlier.
Q1 fiscal 2026 Net Bookings were $1.42 billion, up 17% from $1.22 billion a year earlier.
GAAP net revenue was $1.50 billion, compared with $1.34 billion in the prior-year quarter.
GAAP net loss was $11.9 million, or $0.07 per share, versus $262.0 million, or $1.52 per share, a year earlier.
GoDaddy reported second-quarter 2025 revenue of $1.2 billion, up 8% year over year, with net income of $199.9 million, up 37%. The company raised its full-year 2025 revenue range to $4.89 billion to $4.94 billion and its free cash flow target to approximately $1.6 billion, which points to higher expected results for shareholders.
Q2 total revenue of $1.2 billion, up 8% year over year; operating income of $266.3 million, up 28%
Q2 net income of $199.9 million, up 37%; free cash flow of $391.5 million, up 21%
Full-year 2025 revenue outlook raised to $4.89 billion to $4.94 billion; free cash flow target raised to approximately $1.6 billion
Exit of .CO registry role from Q4 2025 expected to create an approximate 50 basis point headwind to bookings and revenue
Block reported second-quarter 2025 gross profit of $2.54 billion, up 14% year over year, and diluted EPS of $0.87 versus $0.31 a year earlier. The company raised its full-year 2025 guidance, now expecting $10.17 billion in gross profit and $2.03 billion in Adjusted Operating Income, which shareholders would see as a higher outlook than before.
Q2 2025 operating income was $484 million, up from $307 million in Q2 2024; net income attributable to common stockholders was $538 million.
Diluted EPS was $0.87 and Adjusted Diluted EPS was $0.62, up 181% and 32% year over year, respectively.
Full-year 2025 guidance raised to $10.17 billion in gross profit (growth of over 14%) and $2.03 billion in Adjusted Operating Income at a 20% margin.
Third-quarter 2025 guidance calls for gross profit of $2.60 billion, up 16% year over year, with an 18% Adjusted Operating Income margin.
Onto Innovation reported fiscal second quarter 2025 revenue of $253.6 million, up 5% from a year earlier, while GAAP net income fell to $33.9 million, or $0.69 per share, from $52.9 million, or $1.07 per share. The company guided third-quarter revenue to $210 million to $225 million and announced a pending acquisition of Semilab product lines for approximately $545 million in cash and stock.
Q2 2025 revenue of $253.6 million, up 5% year-over-year; GAAP operating margin 12.7% vs. 20.2% a year earlier
Non-GAAP net income of $61.3 million, or $1.25 per share, vs. $65.4 million, or $1.32 per share, in Q2 2024
Q3 2025 outlook: revenue of $210 million to $225 million and GAAP diluted EPS of $0.52 to $0.72
Semilab acquisition for approximately $545 million in cash and stock, expected to add more than $130 million in annual revenue
Adtalem Global Education reported fiscal 2025 results for the year ended June 30, 2025, with revenue of $1.79 billion, up 12.9%, and diluted earnings per share of $6.18, compared with $3.39 a year earlier. It also initiated fiscal 2026 guidance calling for revenue of $1.90 billion to $1.94 billion and adjusted earnings per share of $7.60 to $7.90. Separately, on August 6, 2025, it amended its credit agreement to add $100.0 million of revolving commitments, bringing the total to $500.0 million, and extended the facility's maturity to August 6, 2030.
Fiscal 2025 GAAP net income was $237.1 million, compared with $136.8 million; fourth-quarter revenue was $457.1 million, up 11.5%.
Fiscal 2026 guidance: revenue of $1.90 billion to $1.94 billion and adjusted EPS of $7.60 to $7.90.
Revolving facility commitments rose by $100.0 million to $500.0 million, with maturity extended to August 6, 2030; drawn loans priced at SOFR plus 2.25% to 3.00%.
Twilio reported second-quarter 2025 revenue of $1.23 billion, up 13% from a year earlier, and GAAP income from operations of $37 million, compared with a loss of $19 million in the second quarter of 2024. The company raised its 2025 organic revenue growth target to 9% to 10% from 7.5% to 8.5% and raised its 2025 free cash flow target to $875 million to $900 million, while initiating third-quarter revenue guidance of $1.245 billion to $1.255 billion.
Total revenue of $1.23 billion, up 13% year-over-year; GAAP income from operations of $37 million versus a $19 million loss a year earlier
GAAP diluted EPS of $0.14 versus a loss of $0.19; non-GAAP diluted EPS of $1.19 versus $0.87
FY2025 organic revenue growth target raised to 9% to 10%; free cash flow target raised to $875 million to $900 million
Q3 2025 revenue guidance of $1.245 billion to $1.255 billion; FY2025 non-GAAP income from operations target reiterated at $850 million to $875 million
Kratos reported second quarter 2025 revenue of $351.5 million, up 17.1 percent from $300.1 million a year earlier, while GAAP net income fell to $2.9 million, or $0.02 per share, from $7.9 million, or $0.05. The company raised its full-year 2025 revenue and Adjusted EBITDA guidance and gave initial third-quarter guidance, but the second-quarter bookings-to-revenue ratio was 0.7 to 1.
Q2 2025 revenue was $351.5 million, up from $300.1 million, with organic growth of 15.2 percent.
GAAP net income was $2.9 million, or $0.02 per share, versus $7.9 million, or $0.05 per share, in Q2 2024; Adjusted EPS was $0.11 versus $0.14.
Full-year 2025 revenue guidance is $1.29 billion to $1.31 billion and Adjusted EBITDA guidance is $114 million to $120 million, both increased.
KUS segment reported an operating loss of $0.3 million in Q2 2025, compared with operating income of $3.6 million a year earlier.
AMN Healthcare reported second-quarter 2025 revenue of $658 million, down 11% from a year earlier, and a net loss of $116.2 million, or $3.02 per diluted share, after $128 million in noncash goodwill and intangible asset impairment charges. Management said clients slowed decision-making amid an uncertain healthcare policy environment, and third-quarter revenue guidance of $610 million to $625 million is 9% to 11% below the prior year, so shareholders face both a sharp profit decline and a weaker near-term revenue outlook.
Q2 2025 revenue was $658 million, down 11% from $740.7 million in Q2 2024.
Net loss was $116.2 million, or $3.02 per diluted share, versus net income of $16.2 million, or $0.42 per diluted share, a year earlier.
Adjusted diluted EPS was $0.30, compared with $0.98 in the second quarter of 2024.
Third-quarter 2025 revenue is guided to $610 million to $625 million, 9% to 11% lower than the prior year.
Expeditors International of Washington said CFO Bradley S. Powell will retire effective September 30, 2025, and named David A. Hackett, its current Vice President, Finance, as Senior Vice President and Chief Financial Officer effective October 1, 2025. The filing describes this as a planned succession, and the company's press release said Hackett has been in the Vice President, Finance role since May 2024.
Bradley S. Powell, Senior Vice President and CFO, notified the board on August 4, 2025 of his plan to retire effective September 30, 2025.
David A. Hackett, 52, was appointed Senior Vice President and CFO effective October 1, 2025, and has served as Vice President, Finance since May 2024.
Hackett previously spent nearly 16 years in finance roles at NIKE, Inc. and nearly nine years in audit at KPMG, according to the filing.
During Powell's tenure, the dividend rose from $0.32 to $1.54 and the company returned a total of $11.7 billion to shareholders through share repurchases and dividends, per CEO Daniel R. Wall.
American Healthcare REIT (NYSE: AHR) reported second quarter 2025 results on August 7, 2025, with total revenues of $542.5 million, up from $504.6 million a year earlier, and net income attributable to controlling interest of $9.9 million, or $0.06 per diluted share. The company raised its full year 2025 guidance for NFFO per diluted share and total portfolio Same-Store NOI growth, citing strong operating results in its ISHC and SHOP segments.
Q2 NFFO was $0.42 per diluted share, compared with $0.33 in the second quarter of 2024; GAAP net income was $0.06 per diluted share, compared with $0.01.
2025 NFFO per diluted share guidance rose to $1.64 to $1.68 from $1.58 to $1.64; total portfolio Same-Store NOI growth guidance rose to 11.0% to 14.0% from 9.0% to 13.0%.
Net Debt-to-Annualized Adjusted EBITDA improved to 3.7x as of June 30, 2025, from 4.5x as of March 31, 2025; total liquidity was about $733.5 million.
The Board declared a $0.25 per share distribution for the quarter ended June 30, 2025, paid on or about July 18, 2025.
ESCO reported fiscal third-quarter 2025 sales of $296.3 million, up 27% from a year earlier, and adjusted EPS from continuing operations of $1.60, up 25%, while GAAP EPS fell 13% to $0.96 after acquisition costs. The company raised its full-year 2025 revenue guidance by $20 million to a range of $1.075 billion to $1.105 billion and set adjusted EPS guidance at $5.75 to $5.90 for continuing operations, after the July 21, 2025 sale of VACCO Industries and the addition of Maritime.
Q3 sales were $296.3 million, up $62.7 million (27%); organic sales rose 11% excluding Maritime
GAAP EPS from continuing operations was $0.96, down 13% from $1.10; adjusted EPS was $1.60, up 25% from $1.28
FY2025 revenue guidance raised to $1.075 billion to $1.105 billion; adjusted EPS guidance set at $5.75 to $5.90
Quarterly dividend of $0.08 per share payable October 16, 2025 to holders of record on October 2, 2025
Genpact reported second-quarter 2025 net revenues of $1.254 billion, up 6.6% year-over-year, with diluted EPS of $0.75, up 11.9%. The company raised its full-year 2025 guidance, with adjusted diluted EPS now expected at $3.51 to $3.58, up from $3.41 to $3.52, which points to higher profit per share for shareholders.
Q2 2025 net revenues were $1.254 billion, up 6.6%; Advanced Technology Solutions revenue rose 17.3% to $293 million
Q2 adjusted diluted EPS was $0.88, up 11.4%; GAAP diluted EPS was $0.75, up 11.9%
Full-year 2025 adjusted diluted EPS guidance raised to $3.51 to $3.58 from $3.41 to $3.52
Cash generated from operations was $177 million in Q2 2025, down from $209 million a year earlier
Solventum reported second-quarter 2025 net sales up 3.9% to $2.2 billion, with adjusted diluted EPS of $1.69 versus $1.56 a year earlier. The company raised its full-year 2025 adjusted EPS outlook to $5.80-$5.95 and its organic sales growth outlook to 2.0%-3.0%, but GAAP operating income margin and quarterly free cash flow declined.
Q2 net sales rose 3.9% to $2.2 billion; organic sales rose 2.8%.
Adjusted diluted EPS was $1.69, up 8.3%; GAAP diluted EPS was $0.51, flat year over year.
Full-year adjusted EPS outlook raised to $5.80-$5.95 from $5.45-$5.65; organic sales growth outlook raised to +2.0% to +3.0%.
GAAP operating income margin fell to 9.9% from 11.7%; Q2 free cash flow was $59 million versus $297 million.
CarGurus reported second-quarter 2025 revenue of $234.0 million, up 7% from a year earlier, and GAAP net income of $22.3 million, compared with a net loss of $68.7 million a year earlier. The company also decided to wind down its CarOffer transactions business, with expected total expenditures of $14.0 million to $19.0 million, which will weigh on results in the second half of 2025.
Q2 2025 total revenue was $234.0 million, up 7%; Marketplace revenue was $222.0 million, up 14%.
GAAP net income was $22.3 million, or $0.22 per diluted share, versus a net loss of $68.7 million in Q2 2024; non-GAAP Adjusted EBITDA was $77.3 million, up 39%.
CarOffer wind-down expected to cost $14.0 million to $19.0 million, mostly in the second half of 2025, with the company expecting to substantially complete the wind-down in the second half of 2025.
Board approved an additional $150 million share repurchase, raising the 2025 authorization to $350 million and extending it through July 2026.
ICU Medical reported second quarter 2025 revenue of $548.9 million, down from $596.5 million a year earlier, and GAAP net income of $35.3 million, or $1.43 per diluted share, which included a $41.8 million gain on sale of a business. The company also narrowed its 2025 adjusted EBITDA guidance to $380 million to $390 million from $380 million to $405 million, and adjusted diluted EPS guidance to $6.85 to $7.15 from $6.55 to $7.25, so shareholders face lower revenue and a lower top end for adjusted EBITDA guidance despite higher reported profit.
Q2 2025 revenue was $548.9 million versus $596.5 million in Q2 2024; Vital Care revenue fell to $108.0 million from $171.0 million.
GAAP net income was $35.3 million, or $1.43 per diluted share, versus a net loss of $21.4 million, or $0.88 per share, a year earlier.
Adjusted diluted EPS was $2.10 versus $1.56; adjusted EBITDA was $100.3 million versus $91.3 million.
Full-year 2025 adjusted EBITDA guidance high end lowered to $390 million from $405 million; the low end stayed at $380 million.
DiamondRock reported second-quarter 2025 net income attributable to common stockholders of $38.4 million, or $0.18 per diluted share, up 73.8% from a year earlier, while total revenues fell 1.2% to $305.7 million and Adjusted EBITDA fell 4.7% to $90.5 million. The company raised the midpoint of its 2025 Adjusted EBITDA and Adjusted FFO per share guidance and completed a $1.5 billion credit facility refinancing that it says leaves no debt maturities until 2028.
Net income attributable to common stockholders was $38.4 million, or $0.18 per diluted share, versus $22.1 million in the second quarter of 2024.
Total revenues were $305.7 million, down 1.2% from $309.3 million; Adjusted EBITDA was $90.5 million, down 4.7%.
2025 Adjusted EBITDA guidance is $275 million to $295 million, with the midpoint raised by $2.5 million; Adjusted FFO per share guidance is $0.96 to $1.06, with the midpoint raised by $0.01.
On July 22, 2025, the company completed a $1.5 billion refinancing of its senior unsecured credit facility.
Instacart reported second-quarter 2025 results on August 7, 2025. Orders rose 17% to 82.7 million, GTV rose 11% to $9,081 million, and GAAP net income was $116 million, up 92% year-over-year, while the company also gave third-quarter GTV and adjusted EBITDA guidance. The shareholder letter also said Chris Rogers is the right leader for the company's next chapter as CEO, a leadership change shareholders will track.
Total revenue was $914 million, up 11% year-over-year; GAAP gross profit was $678 million, up 9%, but 74% of total revenue versus 76% in Q2 2024.
GAAP net income was $116 million, up 92%; adjusted EBITDA was $262 million, up 26%.
Q3 2025 outlook: GTV of $9,000 million to $9,150 million and adjusted EBITDA of $260 million to $270 million.
The letter says Chris Rogers will be Instacart's next CEO; the excerpt gives no effective date.
BioLife Solutions reported unaudited second-quarter 2025 revenue of $25.4 million, up 29% from a year earlier, and raised its full-year 2025 revenue guidance to $100.0 million to $103.0 million. The GAAP net loss widened to $15.8 million, which includes a non-cash $15.5 million in-process R&D expense tied to the April 2025 PanTHERA acquisition.
Q2 2025 total revenue was $25.4 million, up from $19.7 million in Q2 2024.
GAAP net loss from continuing operations was $15.8 million, versus $5.6 million a year earlier, including a $15.5 million non-cash IPR&D expense.
Full-year 2025 revenue guidance was raised to $100.0 million to $103.0 million from $95.5 million to $99.0 million.
Adjusted EBITDA was $6.1 million, or 24% of revenue, compared with $3.9 million, or 20% of revenue, in Q2 2024.
Artivion reported second-quarter 2025 revenue of $113.0 million, up 15% from a year earlier, and swung to a GAAP net income of $1.3 million from a net loss of $2.1 million. The company raised the midpoint of its full-year 2025 reported revenue guidance to $435 million to $443 million and its adjusted EBITDA guidance to $86 million to $91 million, and said it retired its $99.5 million of convertible notes due July 1, 2025 through an exchange for common stock.
Q2 2025 revenue was $113.0 million versus $98.0 million in Q2 2024, up 15% on a GAAP basis and 14% in constant currency.
GAAP net income was $1.3 million, or $0.03 per diluted share, compared with a net loss of $2.1 million, or $0.05 per share, a year earlier.
Full-year 2025 reported revenue guidance rose to $435 million to $443 million from $423 million to $435 million; adjusted EBITDA guidance is now $86 million to $91 million.
Adjusted EBITDA rose 33% to $24.8 million in Q2 2025 from $18.6 million in Q2 2024.
Gen Digital reported first-quarter fiscal 2026 revenue of $1,257 million, up 30% from $965 million a year earlier, and raised its full-year fiscal 2026 revenue and non-GAAP EPS guidance. GAAP diluted EPS fell 25% to $0.22, while non-GAAP diluted EPS rose 20% to $0.64. The board also approved a regular quarterly dividend of $0.125 per share, payable September 10, 2025.
Q1 revenue of $1,257 million, up 30%; Cyber Safety Platform $869 million and Trust-Based Solutions $388 million
FY26 revenue guidance raised to $4,800 million to $4,900 million from $4,700 million to $4,800 million
FY26 non-GAAP EPS guidance raised to $2.49 to $2.56 from $2.46 to $2.54
GAAP diluted EPS $0.22, down from $0.29; Q2 FY26 revenue guidance $1,180 million to $1,210 million
Akamai reported second-quarter 2025 revenue of $1.043 billion, up 7% year over year, and non-GAAP earnings of $1.73 per diluted share, up 9%. CEO Tom Leighton said the company is increasing its revenue and earnings guidance for the rest of 2025, with full-year revenue now projected at $4.135 billion to $4.205 billion. GAAP net income fell 21% to $104 million, so shareholders should weigh the gap between GAAP and non-GAAP results.
Q2 2025 revenue was $1.043 billion, up 7% year over year; Cloud Infrastructure Services revenue was $71 million, up 30%.
Non-GAAP net income per diluted share was $1.73, up 9%; GAAP net income per diluted share was $0.71, down 17%.
Full-year 2025 revenue guidance is $4.135 billion to $4.205 billion; non-GAAP EPS guidance is $6.60 to $6.80.
Akamai repurchased 3.9 million shares for $300 million in the second quarter, at an average price of $77.51.
Arrowhead Pharmaceuticals reported results for the fiscal 2025 third quarter ended June 30, 2025, with revenue of $27.8 million compared with none a year earlier. The net loss attributable to the company was $175.2 million, up from $170.8 million, while the diluted loss per share narrowed to $1.26 from $1.38. The filing also described a $130 million upfront payment from Sanofi tied to a Greater China deal for a majority-owned subsidiary, and a $100 million Sarepta milestone payment.
Revenue of $27.8 million in the quarter, versus $0 in the same period a year earlier
Net loss attributable to Arrowhead of $175.2 million, versus $170.8 million a year earlier; diluted loss per share of $1.26, versus $1.38
Research and development expenses of $162.4 million and general and administrative expenses of $30.9 million
Total cash resources of $900.4 million as of June 30, 2025, and a PDUFA action date of November 18, 2025 for plozasiran
Progyny reported second-quarter 2025 revenue of $332.9 million, up 9.5% from a year earlier, and net income of $17.1 million, or $0.19 per diluted share, compared with $0.17 a year earlier. The company raised its full-year 2025 guidance, now projecting revenue of $1.235 billion to $1.270 billion, but the expiration of a large client's transition agreement on June 30 removes that client's contribution in the second half. For shareholders, the higher outlook reflects stronger member engagement, while Adjusted EBITDA margin slipped to 17.4% from 17.9%.
Q2 2025 revenue was $332.9 million, up 9.5% from $304.1 million; excluding the large client, revenue rose 18%.
Net income was $17.1 million, or $0.19 per diluted share, versus $16.5 million, or $0.17, in Q2 2024.
Full-year 2025 revenue guidance is $1.235 billion to $1.270 billion, and net income guidance is $52.3 million to $58.9 million.
As of June 30, 2025, the company had cash and marketable securities of $305.1 million and no debt; a $200 million revolving credit facility was entered into after quarter end.
LegalZoom reported second-quarter 2025 revenue of $192.5 million, up 9% year over year, and a net loss of $0.3 million, compared with net income of $1.3 million a year earlier. The company raised its full-year 2025 revenue growth outlook to approximately 8% from 5%, while keeping its Adjusted EBITDA margin outlook at approximately 23%, so shareholders get faster top-line growth alongside a swing to a small loss.
Q2 revenue $192.5 million, up 9% year over year; subscription revenue $119.9 million, up 10%
Q2 net loss $0.3 million versus net income $1.3 million in Q2 2024; Adjusted EBITDA $39.0 million versus $28.9 million
2025 revenue growth outlook raised to approximately 8% from 5%; Adjusted EBITDA margin outlook maintained at approximately 23%
Q3 2025 outlook: revenue of $182 million to $184 million and Adjusted EBITDA of $44 million to $46 million
Expedia Group reported second quarter 2025 revenue of $3,786 million, up 6% from a year earlier, and gross bookings of $30,409 million, up 5%. GAAP diluted earnings per share fell 11% to $2.48, while adjusted EPS rose 21% to $4.24, and the company raised its full-year 2025 guidance. The company also declared a quarterly dividend of $0.40 per share and repurchased $627 million of shares in the quarter.
Q2 2025 revenue $3,786 million, up 6%; gross bookings $30,409 million, up 5%
GAAP diluted EPS $2.48, down 11%; adjusted EPS $4.24, up 21%
Full-year 2025 gross bookings guidance raised to 3-5% from 2-4%; revenue guidance raised to 3-5% from 2-4%
Quarterly dividend of $0.40 per share payable September 18, 2025 to holders of record on August 28, 2025
Greif subsidiary Soterra LLC agreed on August 5, 2025 to sell about 173,000 acres of timberland in Alabama, Louisiana and Mississippi, plus certain mineral and contract rights, to MWF VI Encore, LLC, a subsidiary of The Molpus Woodlands Group, for approximately $462.0 million, subject to adjustments. Closing depends on title verification and third-party consents, and the company said cash proceeds will be used to repay debt, which the filing presents as part of its portfolio optimization.
Purchase price of approximately $462.0 million, subject to certain adjustments
Covers about 173,000 acres in Alabama, Louisiana and Mississippi, plus certain mineral and contract rights
Agreement dated August 5, 2025; press release issued August 6, 2025; closing expected shortly before or after fiscal year end
APA reported second-quarter 2025 net income attributable to common stock of $603 million, or $1.67 per diluted share, up from $541 million, or $1.46, a year earlier, while total revenues fell to $2.18 billion from $2.54 billion. The company also accelerated its cost-reduction program to $350 million in run-rate savings by 2026 and reduced net debt by more than $850 million during the quarter, which matters to shareholders because it bears on both earnings quality and balance-sheet strength.
Net income attributable to common stock was $603 million, or $1.67 per diluted share, versus $541 million, or $1.46, in Q2 2024.
Total revenues were $2.18 billion, compared with $2.54 billion in the same quarter last year; adjusted earnings were $313 million, or $0.87 per diluted share.
Net debt fell to $4.4 billion at June 30, 2025, from $5.3 billion at March 31, 2025; APA returned $140 million to shareholders through dividends and buybacks.
The 2026 run-rate savings target of $350 million was pulled forward from year-end 2027, and the 2025 realized savings target rose to $200 million from $130 million.
Incyte's Executive Vice President and Chief Financial Officer, Christiana Stamoulis, notified the company on August 4, 2025 that she intends to leave her role to pursue another opportunity. She will stay until September 16, 2025 to support a smooth transition, and the company has started the process of naming a successor.
Christiana Stamoulis, EVP and CFO, gave notice on August 4, 2025
Her departure is effective September 16, 2025
She will remain with the company until then to support the transition
Incyte has begun the process of appointing a successor CFO
ACI Worldwide reported second-quarter 2025 revenue of $401 million, up 7% from a year earlier, but net income fell to $12 million from $31 million and adjusted EBITDA fell 13% to $81 million. The company raised its full-year 2025 revenue and adjusted EBITDA guidance and repurchased 2.4 million shares for $119 million in the quarter, so shareholders see stronger full-year expectations alongside weaker quarterly profit.
Q2 2025 revenue was $401 million, up 7%; recurring revenue was $322 million, up 13%.
Q2 2025 diluted EPS was $0.12, versus $0.29 in Q2 2024; first-half net income of $71 million included a $22 million after-tax gain on the sale of the Mindgate stake.
Full-year 2025 revenue guidance was raised to $1.710 billion to $1.740 billion from $1.690 billion to $1.720 billion; adjusted EBITDA guidance was raised to $490 million to $505 million from $480 million to $495 million.
Q3 2025 guidance calls for revenue of $460 million to $470 million and adjusted EBITDA of $155 million to $165 million.
For the fiscal first quarter ended June 28, 2025, Ralph Lauren reported revenue of $1.7 billion, up 14% on a reported basis, and diluted earnings per share of $3.52 versus $2.61 a year earlier. The company raised its fiscal 2026 constant-currency revenue and operating margin expansion outlook while stating continued caution on the global operating environment in the second half of the year.
Revenue rose 14% to $1.7 billion on a reported basis and 11% in constant currency; net income was $220 million.
Diluted EPS was $3.52 versus $2.61; adjusted diluted EPS was $3.77 versus $2.70, excluding restructuring-related and other net charges.
Fiscal 2026 outlook now calls for constant-currency revenue growth of low- to mid-single digits and operating margin expansion of about 40 to 60 basis points, up from the prior outlook.
The company returned $300 million to shareholders in the quarter through dividends and repurchases, including about $250 million of Class A common stock.
Simon Property Group appointed Eli Simon, its Executive Vice President and Chief Investment Officer and a director, as Chief Operating Officer effective August 6, 2025. He will work with Chairman and CEO David Simon on property performance, development, strategic investments and brand strategy, and he will receive an annual base salary of $800,000. Eli Simon is David Simon's son, which the filing discloses under related-person transaction rules.
Eli Simon appointed Chief Operating Officer effective August 6, 2025; he is also a director
Annual base salary of $800,000 in connection with the promotion
Eli Simon is the son of Chairman, CEO and President David Simon
Press release dated August 7, 2025 also named Jonathan Murphy and Eric Sadi Co-Presidents, North American Real Estate
Maximus reported fiscal third-quarter 2025 results for the quarter ended June 30, 2025, with revenue up 2.5% to $1.35 billion and diluted EPS of $1.86, compared with $1.46 a year earlier. The company raised its full-year fiscal 2025 revenue and adjusted EPS guidance, but free cash flow was an outflow of $198.2 million in the quarter, driven by payment delays on two large programs. For shareholders, the guidance raise is the main development, while the cash outflow and a 6.9% drop in U.S. Services revenue are offsetting points.
Revenue rose 2.5% to $1.35 billion; diluted EPS was $1.86 versus $1.46 a year earlier
FY25 revenue guidance raised to a range of $5.375 billion to $5.475 billion; adjusted diluted EPS guidance set at $7.35 to $7.55
U.S. Services segment revenue fell 6.9% to $439.8 million; free cash flow was an outflow of $198.2 million in the quarter
Quarterly cash dividend of $0.30 per share payable August 31, 2025, to holders of record on August 15, 2025
Sabre reported second-quarter 2025 revenue of $687 million, down 1% from $695 million a year earlier, and a net loss attributable to common stockholders of $256 million, versus $70 million in the second quarter of 2024. Operating income rose to $89 million from $49 million, but the larger loss reflected higher tax provisions and an $85 million loss on debt extinguishment, and the company also updated its full-year 2025 outlook.
Revenue was $687 million, down 1% from $695 million in Q2 2024; net loss attributable to common stockholders was $256 million, versus $70 million.
Operating income was $89 million, up from $49 million, with operating margin of 13% versus 7%.
Closed the $1.1 billion sale of Hospitality Solutions in July 2025 and repaid more than $1 billion of debt.
Full-year 2025 pro forma Adjusted EBITDA scenarios range from about $530 million to $570 million, depending on industry bookings growth.
U.S. Physical Therapy reported second quarter 2025 results with revenue of $168.3 million, up 17.3% from a year earlier, and net income attributable to shareholders of $12.4 million, or $0.58 per share, versus $7.5 million, or $0.47 per share, a year ago. The company raised its full-year 2025 Adjusted EBITDA guidance to $93.0 million to $97.0 million and declared a $0.45 quarterly dividend.
Q2 2025 Adjusted EBITDA was $26.9 million, up 21.4% from $22.1 million in Q2 2024.
Full-year 2025 Adjusted EBITDA guidance raised to a range of $93.0 million to $97.0 million.
Quarterly dividend of $0.45 per share payable September 12, 2025, to holders of record on August 22, 2025.
Board approved a share repurchase program of up to $25 million through December 31, 2026.
Collegium reported second-quarter 2025 product revenue of $188.0 million, up 29% from a year earlier, and raised its full-year 2025 product revenue guidance to $745 million to $760 million. GAAP net income fell to $12.0 million, or $0.34 per diluted share, from $19.6 million, or $0.52, a year earlier, as operating expenses rose. The company also authorized a $150 million share repurchase program running through December 31, 2026.
Q2 2025 product revenue of $188.0 million, up 29% year over year; Jornay PM net revenue of $32.6 million, with prescriptions up 23%
Full-year 2025 product revenue guidance raised to $745 million to $760 million, from $735 million to $750 million; adjusted EBITDA guidance raised to $440 million to $455 million
GAAP net income of $12.0 million ($0.34 diluted EPS) for Q2 2025, versus $19.6 million ($0.52) for Q2 2024
Board authorized a $150 million share repurchase program through December 31, 2026; cash and marketable securities were $222.2 million at June 30, 2025
Cogent Communications reported second-quarter 2025 service revenue of $246.2 million, down 0.3% from the first quarter and 5.5% from a year earlier, and a net loss of $57.8 million, or $(1.21) per share, compared with $(1.09) per share in the first quarter. The company also raised its quarterly dividend to $1.015 per share and increased its buyback program by $100.0 million, which matters to shareholders because it changes capital returns while headline revenue and loss figures moved in opposite directions.
Service revenue was $246.2 million for Q2 2025, versus $247.0 million for Q1 2025 and a 5.5% decline from Q2 2024.
Net loss was $57.8 million, or $(1.21) per share, versus $(1.09) per share in Q1 2025; EBITDA rose 10.8% sequentially to $48.5 million.
Net cash used in operating activities was $44.0 million in Q2 2025, compared with $36.4 million provided in Q1 2025.
The Board approved a regular quarterly dividend of $1.015 per share payable September 5, 2025, and a $100.0 million buyback increase running through December 31, 2026; $7.9 million remained available as of July 31, 2025.
Dentsply Sirona reported second-quarter 2025 net sales of $936 million, down 4.9% from a year earlier, and a GAAP net loss of $45 million, or $0.22 per share, driven by a $214 million net-of-tax goodwill and intangible impairment. Adjusted EPS rose to $0.52 from $0.49, and the company reaffirmed its 2025 outlook, though sales and the impairment charge weigh on the picture for shareholders.
Net sales of $936 million fell 4.9% from $984 million; down 6.7% in constant currency, with United States sales down 18.3%.
GAAP net loss attributable to Dentsply Sirona of $45 million, or $0.22 per share, versus a $4 million loss ($0.02 per share) in the second quarter of 2024.
Adjusted EPS of $0.52 compared with $0.49; 2025 outlook maintained at net sales of $3.60 billion to $3.70 billion and adjusted EPS of $1.80 to $2.00.
Dan Scavilla became CEO effective August 1, 2025; quarterly dividend of $0.16 per share is payable October 10, 2025.
N-able reported second-quarter 2025 revenue of $131.2 million, up 9.9% year over year, and total ARR of $513.7 million, up 14.5%. The company said it exceeded the high end of its second-quarter revenue and adjusted EBITDA guidance and raised its full-year 2025 ARR outlook to $525 million to $530 million, but GAAP net loss was $4.0 million, compared with net income of $9.5 million a year earlier.
Q2 2025 total revenue was $131.2 million, up 9.9% year over year (7.9% in constant currency).
GAAP net loss was $4.0 million, or $0.02 per diluted share, versus net income of $9.5 million in Q2 2024; non-GAAP net income was $20.4 million, or $0.11 per diluted share.
Full-year 2025 ARR outlook was raised to $525 million to $530 million; full-year revenue outlook is $500 million to $503 million.
Q3 2025 guidance calls for revenue of $127 million to $128 million and adjusted EBITDA of $36 million to $37 million.
Ligand reported second-quarter 2025 results on August 7, 2025, with total revenues and other income of $47.6 million, up 15% from $41.5 million a year earlier, and GAAP net income of $4.8 million, or $0.24 per diluted share, versus a $51.9 million loss in the same period of 2024. The company raised its full-year 2025 revenue guidance to $200 million to $225 million and its adjusted earnings per diluted share guidance to $6.70 to $7.00, which matters to shareholders because both headline measures improved and the outlook was lifted, though the six-month GAAP net loss of $37.6 million reflects a $44.3 million one-time charge.
Q2 2025 royalties were $36.4 million, up 57% from $23.2 million, mainly from Recordati's Qarziba and Travere Therapeutics' Filspari.
Q2 2025 GAAP net income was $4.8 million, or $0.24 per diluted share, compared with a GAAP net loss of $51.9 million, or $2.88 per share, in Q2 2024.
Six-month GAAP net loss was $37.6 million, or $1.95 per share, including a $44.3 million one-time charge tied to the Castle Creek Biosciences royalty financing agreement.
2025 revenue guidance rose to $200 million to $225 million from $180 million to $200 million; adjusted EPS guidance rose to $6.70 to $7.00 from $6.00 to $6.25.
Insulet reported second-quarter 2025 revenue of $649.1 million, up 32.9% from a year earlier, and raised its full-year 2025 total revenue growth guidance to 24% to 27% in constant currency, from 19% to 22%. GAAP net income fell to $22.5 million, or $0.32 per diluted share, from $188.6 million, or $2.59, a year earlier; that prior-year figure included a tax benefit, and this year's quarter included an $84.4 million loss on extinguishment of debt. Shareholders face a mixed picture: sales and adjusted earnings rose, while GAAP profit declined sharply.
Total Omnipod revenue was $639.0 million, up 33.0%; U.S. Omnipod revenue was $453.2 million, up 28.7%, and International Omnipod revenue was $185.8 million, up 45.0%.
Full-year 2025 adjusted operating margin guidance was raised to 17.0% to 17.5% from about 16.5%.
Adjusted net income was $83.7 million, or $1.17 per diluted share, compared with $38.3 million, or $0.55, a year earlier.
The company initiated redemption of the remaining $380 million principal of its convertible notes and refinanced its Term Loan B.
Crocs reported second-quarter 2025 revenue of $1,149 million, up 3.4%, but a GAAP net loss of $492 million, or $8.82 per diluted share, driven by $737 million in noncash impairment charges tied to the HEYDUDE brand. The company guided third-quarter revenue down approximately 9% to 11%, which signals a sales decline ahead for shareholders.
Q2 2025 revenue was $1,149 million, up 3.4%; adjusted diluted EPS was $4.23, up 5.5% from $4.01.
GAAP diluted loss per share was $8.82, versus diluted earnings of $3.77 a year earlier, due to a $430 million HEYDUDE trademark impairment and a $307 million HEYDUDE goodwill impairment.
Third-quarter 2025 guidance calls for revenue down approximately 9% to 11% versus Q3 2024, and adjusted operating margin of approximately 18% to 19%.
The company repurchased about 1.3 million shares for $133 million and repaid $105 million of debt in the quarter.
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