1,152 material Form 8-K filings that 918 companies we cover made with the SEC in October 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).
Monarch Casino & Resort reported record third-quarter 2025 results, with net revenue of $142.8 million, up 3.6% from a year earlier, and net income of $31.6 million, up 14.4%. The company also declared a $0.30 per share cash dividend payable December 15, 2025, to stockholders of record on December 1, 2025.
Net revenue of $142.8 million, up 3.6% from $137.9 million in the third quarter of 2024
Net income of $31.6 million, up 14.4%; diluted EPS of $1.69 versus $1.47
Adjusted EBITDA of $54.8 million, up 8.3%, with the margin rising to 38.4% from 36.7%
Cash dividend of $0.30 per share payable December 15, 2025, to holders of record on December 1, 2025
Supernus Pharmaceuticals announced it will report third quarter 2025 financial and business results after the market closes on Tuesday, November 4, 2025, and host a conference call and webcast that day at 4:30 p.m. ET. The announcement is a scheduling notice and contains no financial results, so it gives shareholders no new information on performance.
Third quarter 2025 results expected after market close on Tuesday, November 4, 2025
Conference call and webcast scheduled for November 4, 2025 at 4:30 p.m. ET
CEO Jack Khattar and CFO Tim Dec will present the results on the call
TrustCo reported third quarter 2025 net income of $16.3 million, or $0.86 per diluted share, up 26.3% from $12.9 million, or $0.68 per diluted share, a year earlier. Net interest income rose 11.5% to $43.1 million, and the net interest margin widened to 2.79% from 2.61%, which points to stronger core lending profitability for shareholders.
Q3 2025 net income $16.3 million vs. $12.9 million in Q3 2024; diluted EPS $0.86 vs. $0.68
Net interest income $43.1 million, up $4.4 million or 11.5% year over year
Nine-month net income $45.6 million, or $2.41 diluted EPS, vs. $37.6 million, or $1.97, a year earlier
Book value per share $37.30 at September 30, 2025, up from $35.19; 533 thousand shares remain under the repurchase program
PennyMac Mortgage Investment Trust reported third quarter 2025 net income attributable to common shareholders of $47.8 million, or $0.55 per common share, compared with a loss of $2.9 million, or $0.04 per share, in the prior quarter. Book value per common share rose to $15.16 from $15.00 at June 30, 2025, and the company declared a $0.40 per share cash dividend payable October 24, 2025.
Net income attributable to common shareholders was $47.8 million, or $0.55 per share, versus a loss of $2.9 million, or $0.04 per share, in the prior quarter
Net investment income was $99.2 million, up from $70.2 million in the prior quarter
Book value per common share increased to $15.16 at September 30, 2025, from $15.00 at June 30, 2025
Sold remaining opportunistic GSE-issued credit risk transfer investments for $195 million; a $0.40 per share dividend is payable October 24, 2025
Fulton Financial reported third-quarter 2025 net income available to common shareholders of $97.9 million, or $0.53 per diluted share, up $1.3 million from the second quarter. Operating net income was $101.3 million, or $0.55 per diluted share, up $0.7 million from the second quarter. Quarterly gains were modest, while the company repurchased 1,650,000 shares for $30.8 million during the quarter.
Q3 2025 net income available to common shareholders: $97.9 million, or $0.53 per diluted share, up $1.3 million from Q2 2025
Q3 2025 operating net income: $101.3 million, or $0.55 per diluted share, up $0.7 million from Q2 2025
Nine-month 2025 net income available to common shareholders: $285.0 million, or $1.55 per diluted share, up $72.5 million from the same period in 2024
Repurchased 1,650,000 shares for $30.8 million in Q3 2025; $85.6 million remained under the 2025 Repurchase Program as of September 30, 2025
EQT reported third quarter 2025 net income attributable to EQT of $336 million, compared with a loss of $301 million a year earlier, and diluted EPS of $0.53 versus a loss of $0.54. Adjusted EPS was $0.52, up from $0.16, on sales volume of 634 Bcfe, up from 581 Bcfe, and the company raised its quarterly dividend by 5% to $0.66 per share annualized. Shareholders also got fourth quarter 2025 guidance of 550 to 600 Bcfe in sales volume and total debt of $8.2 billion at September 30, 2025, down from $9.3 billion at December 31, 2024.
Net income attributable to EQT was $336 million for the third quarter of 2025, versus a loss of $301 million in the same period of 2024
Adjusted EPS was $0.52, compared with $0.16 a year earlier; free cash flow attributable to EQT was $484 million
Dividend increased 5% to $0.66 per share, annualized
Fourth quarter 2025 sales volume guidance is 550 to 600 Bcfe; full-year 2025 guidance is 2,325 to 2,375 Bcfe
Cathay General Bancorp reported third quarter 2025 net income of $77.7 million, or $1.13 per diluted share, up from $77.5 million, or $1.10 per diluted share, in the second quarter and $67.5 million, or $0.94 per diluted share, a year earlier. Net interest income before provision rose 4.6% to $189.6 million, while provision for credit losses increased to $28.7 million, which shareholders may watch as a sign of credit costs.
Net income was $77.7 million in Q3 2025, compared with $77.5 million in Q2 2025 and $67.5 million in Q3 2024.
Net interest margin was 3.31%, up from 3.27% in the second quarter of 2025.
Provision for credit losses was $28.7 million, including a $9.1 million reserve for two movie theatre loans, compared with $11.2 million in the second quarter.
The company repurchased 1,070,000 common shares for $50.1 million during the third quarter, at an average cost of $46.81 per share.
Weatherford reported third quarter 2025 revenue of $1,232 million, up 2% from the prior quarter but down 13% from a year earlier, while net income attributable to the company fell 40% sequentially to $81 million. Management said results exceeded its guidance range and that the company remains on track to meet full-year 2025 guidance. The company also refinanced debt, announcing $1.2 billion of new 6.75% notes due 2033 to fund a tender offer for up to $1.3 billion of its 8.625% notes due 2030.
Revenue $1,232 million, up 2% sequentially and down 13% year over year; operating income $178 million, down 25% sequentially.
Diluted income per share $1.12, down 40% sequentially and 46% year over year.
Adjusted EBITDA $269 million with a 21.8% margin; operating cash flow $138 million.
Board declared a $0.25 per share dividend payable December 4, 2025, to holders of record as of November 6, 2025.
Sezzle Inc. announced it will release its third quarter 2025 results after the market close on November 5, 2025, and host a conference call at 5:00 p.m. Eastern Time that day. The filing contains no financial results, so it does not change the company's reported performance or outlook.
Third quarter 2025 results release: after market close, November 5, 2025
Conference call and webcast: 5:00 p.m. Eastern Time, November 5, 2025
Upcoming investor events include Oppenheimer roadshow on November 17, 2025, and Wells Fargo TMT Summit on November 18, 2025
Mueller Industries reported third-quarter 2025 results for the quarter ended September 27, 2025. Net income attributable to the company rose to $208.1 million from $168.7 million a year earlier, net sales rose to $1.08 billion from $997.8 million, and diluted EPS was $1.88 versus $1.48. Management said softer residential construction and imported products ahead of tariffs pressured unit volumes, and that it has accelerated plans to expand U.S. manufacturing.
Operating income was $276.1 million versus $206.7 million; net sales increase was attributed mainly to higher selling prices tied to rising raw material costs.
Earnings included an $11.9 million gain on asset sales and a $4.9 million insurance claim gain, offset by a $4.8 million multiemployer pension withdrawal expense and $2.0 million of impairment charges.
Cash balance was $1.3 billion at quarter end, the company reports no debt, and net cash from operations was $310.1 million.
Hanmi Financial reported third-quarter 2025 net income of $22.1 million, or $0.73 per diluted share, up from $15.1 million, or $0.50 per share, in the second quarter. Higher net interest income and a lower credit loss expense drove the increase, and net interest margin widened to 3.22%. The results are a headline improvement for shareholders, with the filing presenting no guidance.
Net income $22.1 million, up 45.9% from $15.1 million in Q2 2025
Net interest margin rose 15 basis points to 3.22%; net interest income up 6.9% to $61.1 million
Credit loss expense fell $5.5 million to $2.1 million; nonperforming assets down 17.7% to $21.4 million
Board declared a $0.27 per share dividend on July 24, 2025 for Q3; company repurchased 199,698 shares at $23.45
Vicor reported third-quarter 2025 revenue of $110.4 million, up 18.5% from a year earlier but down 21.7% from the second quarter, which included a $45.0 million patent litigation settlement. Net income was $28.3 million, or $0.63 per diluted share, compared with $11.6 million, or $0.26, a year earlier, so profit improved year over year even as it fell from the settlement-boosted second quarter.
Revenue of $110.4 million, up 18.5% from $93.2 million a year earlier and down from $141.0 million in Q2 2025, which included the $45.0 million settlement.
Net income of $28.3 million, or $0.63 per diluted share, versus $11.6 million, or $0.26, a year earlier and $41.2 million, or $0.91, in Q2 2025.
Gross margin of 57.5% of revenue, up from 49.1% a year earlier and down from 65.3% in Q2 2025.
Cash and cash equivalents of about $362.4 million at September 30, 2025; stock repurchases totaled $15.6 million in the quarter.
NBHC reported third-quarter 2025 net income of $35.3 million, or $0.92 per diluted share, up from $34.0 million, or $0.88, in the second quarter and $33.1 million, or $0.86, a year earlier. Excluding $1.7 million of pre-tax acquisition-related expenses, adjusted net income was $36.6 million, or $0.96 per diluted share, and the company said it expects to close its pending acquisition of Vista Bancshares in the first quarter of 2026.
Q3 2025 net income $35.3 million, $0.92 per diluted share, versus $34.0 million, $0.88 in Q2 2025 and $33.1 million, $0.86 in Q3 2024
Adjusted for $1.7 million of acquisition-related expenses, net income was $36.6 million, or $0.96 per diluted share
Net interest margin widened three basis points to 3.98%; total loans were $7.4 billion at September 30, 2025, down from $7.5 billion
Pending Vista Bancshares acquisition, valued at approximately $365.4 million, is expected to close in Q1 2026, subject to regulatory and Vista shareholder approval
Pathward Financial reported fiscal fourth-quarter 2025 net income of $38.8 million, or $1.69 per share, up from $33.5 million, or $1.34 per share, a year earlier. For the full fiscal year, net income rose to $185.9 million, or $7.87 per share, from $183.2 million, or $7.20 per share, which shows year-over-year growth in both profit and earnings per share.
Fiscal Q4 2025 (ended Sept. 30, 2025): net income $38.8 million, or $1.69 per share, vs. $33.5 million, or $1.34 per share, a year earlier
Total revenue for the quarter was $186.7 million, up $7.2 million or 4%, with noninterest income up 13%
Fiscal 2025 net income was $185.9 million, or $7.87 per share, vs. $183.2 million, or $7.20 per share, in fiscal 2024
Nonperforming loans and leases were $99.1 million, or 2.05% of gross loans, up from $71.3 million at June 30, 2025
Mattel reported third quarter 2025 results with net sales of $1,736 million, down 6% as reported, and diluted EPS of $0.88 versus $1.09 a year earlier. Management reiterated its full year 2025 guidance and its $600 million share repurchase target, citing industry-wide shifts in US retailer ordering patterns that weighed on the quarter.
Net sales $1,736 million, down 6% as reported and 7% in constant currency; North America down 12%
Net income $278 million, down $94 million; diluted EPS $0.88 versus $1.09; adjusted EPS $0.89 versus $1.14
Operating income $380 million, down $108 million; gross margin 50.0% versus 53.1%
Full year 2025 guidance reiterated, including adjusted EPS of $1.54 to $1.66; $202 million repurchased in the quarter, $412 million year to date
Omnicom reported third-quarter 2025 revenue of $4.0 billion, up 4.0%, with organic growth of 2.6%. GAAP net income attributable to Omnicom fell 11.6% to $341.3 million, and diluted earnings per share fell to $1.75 from $1.95, as acquisition and repositioning costs tied to the pending Interpublic (IPG) merger weighed on operating income. Non-GAAP adjusted diluted earnings per share rose 10.3% to $2.24, and management said it expects to close the IPG acquisition next month.
Revenue of $4,037.1 million for the quarter ended September 30, 2025, up from $3,882.6 million a year earlier
Operating income fell 11.7% to $530.1 million; operating margin was 13.1% versus 15.5%
Acquisition-related costs of $60.8 million and repositioning costs of $38.6 million were included in operating expenses
Diluted shares fell 1.7% to 194.9 million, and the company expects to close the IPG acquisition next month
Western Alliance Bancorporation reported third quarter 2025 net income of $260.5 million, or $2.28 per share, up from $199.8 million and $1.80 per share a year earlier. Net revenue rose 14.0% to $938.2 million, but the provision for credit losses increased to $80.0 million, including an approximate $30 million reserve tied to the Cantor Group V loan. The results were furnished under Item 2.02, with the press release attached as Exhibit 99.1.
Net income of $260.5 million and diluted EPS of $2.28, compared with $2.07 in the second quarter 2025 and $1.80 in the third quarter 2024
Net revenue of $938.2 million, up 14.0% from $823.1 million a year earlier; non-interest expense of $544.4 million
Provision for credit losses of $80.0 million versus $33.6 million in the third quarter 2024, including an approximate $30 million reserve for the Cantor Group V loan
Nonaccrual loans to funded HFI loans of 0.92%, up from 0.65% a year earlier; earnings call set for 12:00 p.m. ET on October 22, 2025
Pegasystems reported third-quarter 2025 revenue of $381.4 million, up 17% from a year earlier, and GAAP net income of $43.4 million, compared with a net loss of $14.4 million in the prior-year quarter. Annual contract value rose 14% to $1.56 billion, and the company repurchased 8.7 million shares for $393 million year to date, which supports the view that demand and profitability improved over the period.
Q3 2025 total revenue $381.4 million, up 17% from $325.1 million; GAAP diluted EPS $0.24 versus a loss of $0.08
Non-GAAP diluted EPS $0.30, up from $0.19 in Q3 2024
Annual contract value $1.56 billion, up 14%; Pega Cloud ACV up 27%
Nine-month cash flow from operations $346.8 million, up 38%; year-to-date share repurchases of $393 million
East West Bancorp reported third quarter 2025 net income of $368 million, or $2.65 per diluted share, both up 19% from the second quarter, with revenue up 11% to $778 million. The company also increased its allowance for loan losses to $791 million, citing uncertainty in the 2026 outlook, and its results include $27 million of additional compensation expense and $32 million of discount accretion and interest recoveries. The board declared a $0.60 per share dividend for the fourth quarter.
Net income was $368 million and diluted EPS was $2.65, versus $310 million and $2.24 in the second quarter of 2025.
Total revenue was $778 million, up $75 million, or 11%, from the prior quarter.
Noninterest expense was $277 million, including $27 million of additional compensation expense from a change in equity award recognition for retirement eligible employees.
The fourth quarter 2025 common dividend is $0.60 per share, payable November 17, 2025, to holders of record as of November 3, 2025.
Manhattan Associates reported third-quarter 2025 revenue of $275.8 million, up from $266.7 million a year earlier, while GAAP diluted EPS fell to $0.96 from $1.03. Adjusted diluted EPS rose slightly to $1.36 from $1.35, and the company gave full-year 2025 guidance. The filing also says Chairman Eddie Capel will become a non-executive, non-employee chairman on January 1, 2026.
Q3 2025 total revenue was $275.8 million versus $266.7 million in Q3 2024; cloud subscription revenue was $104.9 million versus $86.5 million.
Q3 2025 GAAP diluted EPS was $0.96 versus $1.03; adjusted diluted EPS was $1.36 versus $1.35.
2025 full-year guidance: total revenue $1,073 million to $1,077 million; GAAP EPS $3.43 to $3.45; adjusted EPS $4.95 to $4.97.
Eddie Capel will transition to non-executive, non-employee status and remain Chairman effective January 1, 2026; Thomas E. Noonan will continue as Lead Independent Director.
Steel Dynamics reported third quarter 2025 net sales of $4.8 billion and net income of $404 million, up from $318 million a year earlier. Operating income rose to $508 million from $395 million, and the company repurchased $210 million of its stock. For the first nine months of 2025, net income fell to $920 million from $1.3 billion, and operating income declined 32 percent.
Q3 2025 net income was $404 million, or $2.74 per diluted share, versus $318 million, or $2.05 per diluted share, in Q3 2024 and $299 million, or $2.01 per diluted share, in Q2 2025.
Q3 2025 net sales were $4.8 billion, compared with $4.3 billion in Q3 2024, and operating income was $508 million.
Cash flow from operations was $723 million, and the company repurchased $210 million of common stock in the quarter.
For the nine months ended September 30, 2025, net income was $920 million, or $6.17 per diluted share, versus $1.3 billion, or $8.46 per diluted share, a year earlier.
Community Financial System reported third quarter 2025 net income of $55.1 million, or $1.04 per share, up from $43.9 million, or $0.83 per share, a year earlier. Total revenues rose 9.6% year over year to $207.1 million, and the company said operating diluted EPS of $1.09 was a second consecutive quarterly record. For shareholders, the filing shows higher earnings and revenue compared with both the prior year and the prior quarter.
Net income $55.1 million, or $1.04 per share, versus $43.9 million, or $0.83 per share, in Q3 2024
Operating diluted EPS of $1.09, up from $0.88 a year earlier and $1.04 in Q2 2025
Total revenues of $207.1 million, up 9.6% from $188.9 million in Q3 2024
Quarterly dividend of $0.47 per share declared; Santander branch acquisition expected to close November 7, 2025
Badger Meter reported third-quarter 2025 results, with sales up 13% to $235.7 million and diluted EPS up 10% to $1.19. Excluding the SmartCover acquisition, sales rose 8%, and the company raised its normalized gross margin range to 39-42% from 38-40%. The company also increased its annual dividend rate 18% to $1.60 per share.
Total sales $235.7 million, up 13% from $208.4 million; Base sales (excluding SmartCover) $224.5 million, up 8%
Diluted EPS $1.19 versus $1.08 a year earlier, up 10%
Normalized gross margin range raised to 39-42% from 38-40%
Annual dividend rate increased 18% to $1.60 per share, the 33rd consecutive year of dividend growth
GATX reported third-quarter 2025 net income of $82.2 million, or $2.25 per diluted share, down from $89.0 million, or $2.43 per share, a year earlier, while revenue rose to $439.3 million from $405.4 million. The company reiterated its 2025 full-year earnings guidance of $8.50-$8.90 per diluted share, which excludes tax adjustments and other items. Nine-month diluted EPS rose to $6.46 from $5.68, but the quarterly decline and lower Rail North America segment profit weigh against the year-to-date gain.
Q3 2025 revenue was $439.3 million versus $405.4 million in Q3 2024; net income was $82.2 million versus $89.0 million.
Excluding tax adjustments and other items, Q3 2025 diluted EPS was $2.10 versus $2.50 in Q3 2024, according to the company's non-GAAP figures.
Rail North America segment profit fell to $70.7 million from $102.4 million, while Engine Leasing rose to $60.4 million from $37.5 million.
The Wells Fargo rail operating lease asset acquisition is on track to close in the first quarter of 2026 or sooner.
PACCAR reported third quarter 2025 net income of $590.0 million, or $1.12 per diluted share, down from $972.1 million, or $1.85 per diluted share, in the same quarter of 2024. Revenues fell to $6.67 billion from $8.24 billion, as truck pretax income dropped to $102.5 million from $630.8 million, while parts and financial services pretax income rose, for shareholders the quarter shows a sharp decline in profit.
Q3 2025 net income was $590.0 million ($1.12 per diluted share) versus $972.1 million ($1.85) in Q3 2024.
Q3 2025 revenues were $6.67 billion versus $8.24 billion; truck pretax income was $102.5 million versus $630.8 million.
PACCAR Parts pretax income rose to $410.0 million from $406.7 million, and PACCAR Financial Services pretax income rose to $126.2 million from $106.5 million.
Nine-month 2025 net income of $1.82 billion includes a $264.5 million after-tax charge for European civil litigation; adjusted net income (non-GAAP) was $2.08 billion.
GM reported third-quarter 2025 revenue of $48.6 billion, down 0.3% from a year earlier, and net income attributable to stockholders of $1.3 billion, down 56.6%. The quarter included $1.6 billion of EV strategic realignment adjustments. GM raised its 2025 EBIT-adjusted and adjusted EPS guidance but lowered the top end of its GAAP net income range, which matters to shareholders because the adjusted and GAAP measures moved in different directions.
Q3 EBIT-adjusted was $3.4 billion, down 18.0% from $4.1 billion; diluted EPS was $1.35 versus $2.68.
Q3 adjustments included a $1.6 billion EV strategic realignment charge.
2025 EBIT-adjusted guidance raised to $12.0 billion-$13.0 billion from $10.0 billion-$12.5 billion; adjusted EPS guidance raised to $9.75-$10.50 from $8.25-$10.00.
2025 net income guidance updated to $7.7 billion-$8.3 billion from $7.7 billion-$9.5 billion.
PulteGroup reported third-quarter 2025 results with diluted earnings of $2.96 per share, down from $3.35 a year earlier, and net income of $586 million, down from $698 million. Lower closings and a lower home sale gross margin drove the decline, and the company repurchased $300 million of its shares during the quarter.
Diluted EPS was $2.96 versus $3.35 a year earlier; net income was $586 million versus $698 million.
Home sale revenues were $4.2 billion, down 2%, as closings fell 5% to 7,529 homes.
Home sale gross margin was 26.2%, compared with 28.8% in the third quarter of 2024.
Net new orders fell 6% to 6,638 homes; the company repurchased $300 million of common shares and ended the quarter with $1.5 billion of cash.
Nasdaq reported third-quarter 2025 results on October 21, 2025, with net revenue of $1.3 billion, up 15% from a year earlier (11% on an organic basis), and GAAP diluted earnings per share of $0.73, up from $0.53. The company also updated its 2025 non-GAAP expense and tax rate guidance and declared a quarterly cash dividend, which matters to shareholders because revenue and earnings both grew while the guidance changes were modest.
Third-quarter net revenue was $1.3 billion, up 15%; organic growth was 11%.
GAAP diluted EPS was $0.73 versus $0.53 a year earlier; non-GAAP diluted EPS was $0.88, up 19%.
2025 non-GAAP operating expense guidance is now $2,305 million to $2,335 million, up from $2,295 million to $2,335 million; non-GAAP tax rate guidance was lowered to 22.5% to 23.5%.
Nasdaq returned $155 million to shareholders through dividends and repurchased $115 million of common stock in the quarter.
Balchem Corporation reported third quarter 2025 results for the period ended September 30, 2025, with net sales up 11.5% to $267.6 million and GAAP net earnings up 19.1% to $40.3 million. Both sales and earnings grew in all three reporting segments, and the filing gives no revised full-year guidance.
Net sales were $267.6 million, up $27.6 million or 11.5% from the prior year quarter.
GAAP diluted EPS was $1.24 versus $1.03; adjusted EPS was $1.35 versus $1.13.
Adjusted EBITDA was $71.4 million, up 11.0%, and free cash flow was $50.7 million.
The company made $36.0 million of net revolving loan repayments and repurchased $15.4 million of common stock in the quarter.
Halliburton reported third quarter 2025 net income attributable to the company of $18 million, or $0.02 per diluted share, down from $472 million, or $0.55 per share, in the second quarter. Revenue rose to $5.6 billion from $5.5 billion, but the company recorded $392 million in impairments and other charges, including severance costs, and a $125 million tax valuation allowance. Excluding these items, adjusted net income was $496 million, or $0.58 per diluted share, compared with $0.73 a year earlier.
Net income of $18 million, or $0.02 per diluted share, versus $0.55 in Q2 2025 and $0.65 in Q3 2024
Adjusted net income of $496 million, or $0.58 per diluted share, versus $0.73 in Q3 2024
Revenue of $5.6 billion; operating income of $356 million versus $727 million in Q2 2025
Repurchased approximately $250 million of stock; the company cites estimated savings of $100 million per quarter
Pentair reported third quarter 2025 sales of $1,022 million, up 3 percent, and diluted EPS of $1.12 on a GAAP basis, up 33 percent, or $1.24 adjusted, up 14 percent. The company raised its full-year 2025 adjusted EPS estimate to approximately $4.85 to $4.90 and its GAAP EPS estimate to approximately $3.98 to $4.03.
Q3 2025 sales were $1,022 million, up 3 percent; adjusted return on sales was 25.7 percent.
Q3 GAAP diluted EPS was $1.12 versus $0.84 a year earlier; adjusted EPS was $1.24 versus $1.09.
Full-year 2025 adjusted EPS guidance was raised to approximately $4.85 to $4.90, up 12 to 13 percent; fourth-quarter adjusted EPS guidance is approximately $1.11 to $1.16.
Pentair repurchased $175 million of shares in the first nine months of 2025 and acquired Hydra-Stop on September 17 for approximately $292 million.
Quest Diagnostics reported third-quarter 2025 revenue of $2.82 billion, up 13.1% from a year earlier, and reported diluted EPS of $2.16, up 8.5%. The company raised its full-year 2025 revenue and adjusted diluted EPS guidance, but its reported diluted EPS range was lowered at both ends.
Q3 2025 net revenues of $2.82 billion, up 13.1%, including 6.8% organic growth; adjusted diluted EPS of $2.60, up 13.0%
Full-year 2025 net revenue guidance raised to $10.96 billion to $11.00 billion from $10.80 billion to $10.92 billion
Full-year reported diluted EPS guidance now $8.58 to $8.66, versus $8.60 to $8.80 previously; adjusted diluted EPS guidance raised to $9.76 to $9.84 from $9.63 to $9.83
Agreement with Corewell Health to form a lab services joint venture in Michigan; Co-Lab Solutions annual revenues expected to reach about $1 billion next year
3M reported third-quarter 2025 results on October 21, 2025, with GAAP sales of $6.5 billion, up 3.5%, and adjusted EPS of $2.19, up 10% year-on-year. GAAP EPS fell 38% to $1.55, largely reflecting litigation costs, a $0.30 per-share loss on business divestitures and a Solventum ownership value change. The company raised its 2025 adjusted EPS guidance to $7.95-$8.05 from $7.75-$8.00.
GAAP sales of $6.5 billion, up 3.5%; adjusted sales of $6.3 billion, up 4.1%
GAAP EPS of $1.55 versus $2.48 a year earlier; adjusted EPS of $2.19 versus $1.98
2025 adjusted EPS guidance raised to $7.95-$8.05 from $7.75-$8.00
Operating cash flow of $1.8 billion and adjusted free cash flow of $1.3 billion; $0.9 billion returned to shareholders
Equifax reported third-quarter 2025 revenue of $1.545 billion, up 7% from a year earlier, and raised its full-year 2025 guidance, including adjusted EPS by $0.12 per share to a range of $7.55 to $7.65. Diluted EPS rose 14% to $1.29, and the company returned about $360 million to shareholders in the quarter, including $300 million of share repurchases.
Q3 2025 revenue was $1,544.9 million, up 7%, and $25 million above the midpoint of July guidance.
Diluted EPS was $1.29, up 14%; adjusted EPS was $2.04, up 10%.
Full-year 2025 adjusted EPS guidance raised by $0.12 to $7.55-$7.65; reported revenue guidance midpoint raised by $40 million.
Free cash flow guidance raised to $950 million-$975 million, from $900 million-plus previously.
Northrop Grumman reported third quarter 2025 sales up 4% to $10.4 billion and diluted EPS up 10% to $7.67, with net earnings of $1.1 billion. The company raised its 2025 MTM-adjusted EPS guidance range by $0.65 to $25.65 to $26.05, which signals higher expected profit for the year for shareholders.
Third quarter sales rose 4% to $10.4 billion from $10.0 billion; diluted EPS rose 10% to $7.67 from $7.00.
2025 MTM-adjusted EPS guidance raised to $25.65 to $26.05 from $25.00 to $25.40.
Nine-month diluted EPS fell 3% to $19.12, and nine-month net cash from operating activities fell 52% to $860 million.
Third quarter net awards totaled $12.2 billion and backlog totaled $91.4 billion.
Elevance Health reported third quarter 2025 operating revenue of $50.1 billion, up 12.0% from a year earlier, and GAAP diluted EPS of $5.32, up 22.0%. Adjusted diluted EPS fell to $6.03 from $8.60, and the benefit expense ratio rose 180 basis points to 91.3%, so profit measures moved in different directions. The company reaffirmed its full-year 2025 adjusted diluted EPS guidance of approximately $30.00.
Operating revenue was $50.1 billion, up from $44.7 billion in the third quarter of 2024.
Diluted EPS was $5.32 versus $4.36 a year earlier; adjusted diluted EPS was $6.03 versus $8.60.
Benefit expense ratio was 91.3%, up 180 basis points, reflecting higher cost trend primarily in Medicare.
Full-year 2025 adjusted diluted EPS guidance of approximately $30.00 was reaffirmed; $3.3 billion returned to shareholders year to date.
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