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).
Archrock reported third-quarter 2025 revenue of $382.4 million, up from $292.2 million a year earlier, and net income of $71.2 million, or $0.40 per share, compared with $37.5 million, or $0.22, in the third quarter of 2024. The company raised its full-year 2025 Adjusted EBITDA guidance to $835 million to $850 million and increased its share repurchase authorization by $100 million.
Q3 2025 revenue was $382.4 million, compared with $292.2 million in Q3 2024.
Net income was $71.2 million, or $0.40 per share, versus $37.5 million, or $0.22, a year earlier.
Full-year 2025 Adjusted EBITDA guidance raised to $835 million to $850 million.
Share repurchase authorization increased by $100 million, with $130.4 million available as of October 22, 2025.
Centene reported third quarter 2025 results with a GAAP diluted loss of $(13.50) per share, driven by a $6.7 billion non-cash goodwill impairment, while adjusted diluted EPS was $0.50. The company raised its full year 2025 adjusted diluted EPS forecast by $0.25 to at least $2.00, but its updated GAAP forecast is a diluted loss per share not to exceed $(12.85).
Total revenues were $49.7 billion and premium and service revenues rose 22% to $44.9 billion from $36.9 billion a year earlier.
Health benefits ratio rose to 92.7% from 89.2% in the third quarter of 2024.
Adjusted diluted EPS forecast for 2025 increased to at least $2.00 from $1.75.
Debt-to-capital ratio was 45.5% at September 30, 2025, after the reduction to retained earnings from the impairment.
Navient reported a GAAP net loss of $86 million, or $0.87 per diluted share, for the quarter ended September 30, 2025, compared with a net loss of $2 million a year earlier. The loss reflects a $168 million provision for loan losses, most of it in Consumer Lending, which the company attributes to elevated delinquencies and its macroeconomic outlook. The board-level share repurchase authorization was expanded with a new $100 million program, which matters to shareholders because it signals capital returned alongside weaker earnings.
GAAP net loss of $86 million ($0.87 diluted loss per share) versus a $2 million net loss ($0.02 per share) in Q3 2024
Provision for loan losses of $168 million, up from $42 million a year earlier; Consumer Lending provision was $155 million
New $100 million share repurchase authorization, in addition to about $26 million of unused authorization as of September 30, 2025
Consumer Lending segment net loss of $76 million; Federal Education Loans segment net income of $35 million
OGE Energy reported third quarter 2025 diluted earnings of $1.14 per share, up from $1.09 a year earlier, with operating revenues of $1.045 billion, up from $965.4 million. The company said its 2025 consolidated earnings guidance remains projected in the top half of its original range of $2.21 to $2.33 per share, assuming normal weather for the rest of the year.
Q3 2025 diluted EPS $1.14 vs. $1.09 in Q3 2024; net income $231.3 million vs. $218.7 million
OG&E contributed $1.20 per diluted share vs. $1.12; other operations posted a $0.06 per share loss vs. a $0.03 loss
Nine-month 2025 diluted EPS $1.99 vs. $1.69 in the same period of 2024
2025 guidance remains in the top half of the original $2.21 to $2.33 range
WaFd reported fourth-quarter fiscal 2025 net income of $60.6 million, or $0.72 per diluted share, down from $0.73 in the prior quarter. For the full fiscal year, net income rose 13% to $226.1 million, or $2.63 per diluted share, compared with $2.50 in fiscal 2024. Non-performing assets rose sharply in the quarter, which investors will want to track.
Q4 net income $60.6 million and diluted EPS $0.72, versus $60.6 million... prior quarter diluted EPS of $0.73
Fiscal 2025 net income $226.1 million, up 13%; diluted EPS $2.63 versus $2.50 in fiscal 2024
Non-performing assets rose to $143 million (0.54% of total assets) from $97 million at June 30, 2025
Net interest margin 2.71% versus 2.69% in the prior quarter; efficiency ratio rose to 56.82% from 56.01%
First Commonwealth Financial reported third-quarter 2025 GAAP net income of $41.3 million, or $0.39 per diluted share, up from $33.4 million ($0.32) in the second quarter and $32.1 million ($0.31) in the third quarter of 2024. The company also declared a quarterly dividend of $0.135 per share, payable November 21, 2025, which shareholders may find relevant to their income expectations.
GAAP net income was $41.3 million in Q3 2025, compared with $33.4 million in Q2 2025 and $32.1 million in Q3 2024.
Net interest margin (FTE) was 3.92%, up 9 basis points from the prior quarter and 36 basis points from Q3 2024.
Net charge-offs rose to $12.2 million from $2.8 million in the prior quarter, mainly from a $5.5 million chargeoff on one commercial floorplan relationship.
The $0.135 quarterly dividend is payable November 21, 2025 to shareholders of record as of November 7, 2025; a conference call is set for October 29, 2025 at 2:00 PM ET.
Four Corners Property Trust reported third-quarter 2025 results, with rental revenue up 12.2% and net income attributable to common shareholders rising from $25.6 million to $28.8 million. Management also said it acquired 28 properties for $82.0 million during the quarter and declared a $0.3550 per share dividend, and it will hold a conference call on October 29, 2025.
Rental revenue rose 12.2% year over year to $66.5 million in the third quarter.
Diluted net income per share was $0.28, up from $0.27; net income attributable to common shareholders was $28.8 million.
AFFO per diluted share was $0.45, up $0.02 from the same quarter of 2024.
Acquired 28 properties for $82.0 million; no properties were sold in the quarter.
Regency Centers reported third quarter 2025 Nareit FFO of $1.15 per diluted share, up from $1.07 a year earlier, and raised its full-year 2025 Nareit FFO guidance to $4.62 to $4.64 per diluted share from $4.59 to $4.63. The board also declared a common dividend of $0.755 per share, an increase of approximately 7.1%, payable January 6, 2026, which matters to shareholders because it raises cash payouts and signals higher expected earnings.
Q3 2025 net income attributable to common shareholders was $0.58 per diluted share, compared with $0.54 in Q3 2024
Q3 2025 Same Property NOI, excluding termination fees, rose 4.8% year over year
2025 Nareit FFO guidance raised to $4.62 to $4.64 per diluted share; Same Property NOI growth guidance raised to +5.25% to +5.5%
Common dividend of $0.755 per share payable January 6, 2026, to holders of record as of December 15, 2025
Ultra Clean Holdings reported third-quarter 2025 revenue of $510.0 million, down from $540.4 million a year earlier and $518.8 million in the prior quarter. The GAAP net loss attributable to the company was $10.9 million, or $0.24 per diluted share, much smaller than the $162.0 million loss in the prior quarter, which included a goodwill impairment. The board also approved a share repurchase program of up to $150 million over three years.
Q3 2025 revenue was $510.0 million, versus $540.4 million in the same quarter of 2024 and $518.8 million in the quarter ended June 27, 2025.
GAAP net loss attributable to the company was $(10.9) million, or $(0.24) per diluted share; non-GAAP net income was $12.9 million, or $0.28 per diluted share.
The company expects fourth-quarter 2025 revenue of $480 million to $530 million and GAAP diluted EPS of $(0.11) to $0.09.
On October 23, 2025, the board approved buybacks of up to $150 million of common stock over a three-year period.
ONEOK reported third quarter 2025 net income of $940 million, or $1.49 per diluted share, up from $693 million, or $1.18 per share, a year earlier. Adjusted EBITDA rose to $2.12 billion from $1.545 billion, driven mainly by the EnLink and Medallion acquisitions and higher volumes. The company affirmed its full-year 2025 net income and adjusted EBITDA guidance ranges.
Q3 2025 net income of $940 million ($1.49 per diluted share) versus $693 million ($1.18) in Q3 2024
Q3 2025 adjusted EBITDA of $2.12 billion, including $7 million of transaction costs, versus $1.545 billion a year earlier
Full-year 2025 net income and adjusted EBITDA guidance ranges affirmed, not changed
Quarterly dividend of $1.03 per share declared in October 2025; $1.2 billion of cash and cash equivalents at Sept. 30, 2025
MSA Safety reported third-quarter 2025 results with GAAP net sales of $468 million, up 8% from a year earlier, and 3% organic growth. GAAP diluted EPS rose 5% to $1.77, and the company reaffirmed its low-single-digit organic sales growth outlook for 2025, which matters to shareholders because the quarter improved while nine-month net income and EPS declined.
Q3 GAAP net sales $468 million, up 8%; organic sales up 3%
Q3 GAAP operating income $94 million (20.1% of sales) vs. $91 million a year earlier
Q3 GAAP diluted EPS $1.77 vs. $1.69; adjusted diluted EPS $1.94 vs. $1.83
Reaffirmed 2025 low-single-digit organic sales growth outlook; company expects to repurchase shares in Q4
Trustmark Corporation reported third quarter 2025 net income of $56.8 million, or $0.94 per diluted share, up from $51.3 million and $0.84 a year earlier. Total revenue rose 5.3% year over year to $202.4 million, while nonperforming assets increased to $92.3 million and noninterest expense rose 6.2%. The board also declared a $0.24 quarterly dividend.
Net income of $56.8 million and diluted EPS of $0.94, compared with $51.3 million and $0.84 in the third quarter of 2024
Total revenue of $202.4 million, up 5.3% year over year; noninterest expense of $130.9 million, up 6.2%
Nonperforming assets of $92.3 million at September 30, 2025, up $2.3 million from the prior quarter
Quarterly dividend of $0.24 per share payable December 15, 2025, to shareholders of record on December 1, 2025
Equity Residential reported third-quarter 2025 diluted EPS of $0.76, up from $0.38 a year earlier, and same store revenues rose 3.0%. The company lowered its full-year 2025 EPS guidance to $2.52 to $2.56 from $2.96 to $3.02, and cut the midpoint of same store revenue guidance, citing weaker demand late in the quarter, especially in Washington, D.C.
Q3 2025 diluted EPS was $0.76 versus $0.38 in Q3 2024; Q3 Normalized FFO per share was $1.02 versus $0.98.
Full-year 2025 EPS guidance was revised to $2.52 to $2.56 from $2.96 to $3.02; same store revenue guidance was revised to 2.5% to 3.0% from 2.6% to 3.2%.
Normalized FFO per share guidance for full-year 2025 was unchanged at $3.98 to $4.02.
Renasant reported third-quarter 2025 net income of $59.8 million, or $0.63 per diluted share, up from $1.0 million, or $0.01, in the second quarter, which included a $50.0 million after-tax Day 1 acquisition provision. Adjusted diluted EPS, a non-GAAP measure, was $0.77, compared with $0.69 in the prior quarter and $0.70 a year earlier. The company also approved a new $150.0 million stock repurchase program effective October 28, 2025, replacing an expired $100.0 million program.
Net income $59.8 million and diluted EPS $0.63 for Q3 2025, versus $1.0 million and $0.01 in Q2 2025; Q3 included $17.5 million of merger and conversion related expenses
Net interest income (fully tax equivalent) $228.1 million, up $5.4 million linked quarter; noninterest income $46.0 million, down from $48.3 million
Loans increased $462.1 million linked quarter; deposits decreased $158.1 million, mainly due to public fund seasonality
Nonperforming loans rose to 0.90% of total loans from 0.76% at June 30, 2025; provision for credit losses was $10.5 million versus $81.3 million in Q2
Meritage Homes reported third quarter 2025 net earnings of $99 million, down 49% from $196 million a year earlier, as home closing revenue fell 12% to $1.4 billion and home closing gross margin dropped to 19.1% from 24.8%. The company cited increased use of buyer incentives, inventory impairments, terminated land deal charges, and higher SG&A and tax rates. It also guided fourth quarter 2025 diluted EPS to $1.51 to $1.70.
Third quarter diluted EPS was $1.39 versus $2.67 a year earlier; excluding $14.5 million of impairments and terminated land deal charges, adjusted diluted EPS was $1.55.
Home closing revenue was $1.4 billion, down 12%, on 3,685 homes closed, down 7%; average sales price on closings fell 5% to $380,000.
Fourth quarter 2025 guidance calls for home closing revenue of $1.46 to $1.54 billion and diluted EPS of $1.51 to $1.70.
RenaissanceRe reported third-quarter 2025 net income available to common shareholders of $907.7 million, or $19.40 per diluted share, down from $1,173.6 million, or $22.62 per diluted share, a year earlier. Operating income available to common shareholders rose to $733.7 million, or $15.62 per diluted share, from $540.3 million, or $10.23 per share, as underwriting income increased to $770.2 million and the combined ratio improved to 68.4% from 84.8%. The decline in reported profit reflects lower net realized and unrealized gains on investments of $311.9 million, compared with $943.7 million a year earlier.
Net income available to common shareholders: $907.7 million, or $19.40 per diluted share, versus $1,173.6 million, or $22.62, in Q3 2024
Operating income available to common shareholders: $733.7 million, or $15.62 per diluted share, versus $540.3 million, or $10.23, in Q3 2024
Underwriting income of $770.2 million and combined ratio of 68.4%, compared with $393.8 million and 84.8% a year earlier; total revenues were $3,198.2 million versus $3,973.8 million
Repurchased about $205.2 million of common shares in Q3 2025 and an additional $100.0 million from October 1 through October 24, 2025
Veralto reported third-quarter 2025 sales of $1,404 million, up 6.9% from a year earlier, and GAAP diluted earnings of $0.95 per share, up from $0.88. The company raised its full-year 2025 adjusted EPS guidance to $3.82 to $3.85 from $3.72 to $3.80, which is a positive signal for shareholders.
Q3 2025 sales rose 6.9% year over year to $1,404 million, with non-GAAP core sales growth of 5.1%
Q3 GAAP diluted EPS was $0.95 versus $0.88 a year earlier; adjusted diluted EPS was $0.99 versus $0.89
Full-year 2025 adjusted EPS guidance raised to $3.82-$3.85 from $3.72-$3.80; Q4 adjusted EPS expected at $0.95-$0.98
Chemed reported third-quarter 2025 results for the period ended September 30, 2025, with revenue up 3.1% to $624.9 million while GAAP diluted EPS fell 10.8% to $4.46 and adjusted diluted EPS fell 6.6% to $5.27. The company reiterated its 2025 adjusted diluted EPS guidance of $22.00 to $22.30 per share.
Revenue rose 3.1% to $624.9 million; VITAS net revenue rose 4.2% to $407.7 million and Roto-Rooter revenue rose 1.1% to $217.2 million.
GAAP diluted EPS was $4.46, down from $5.00 a year earlier; adjusted diluted EPS was $5.27, down 6.6%.
Consolidated Adjusted EBITDA was $109.0 million, compared with $123.0 million in the prior-year quarter, per the EBITDA reconciliation.
2025 guidance of $22.00 to $22.30 per share was reiterated and assumes no Medicare Cap for the Florida combined program from October 1, 2025.
Artisan Partners reported results for the quarter ended September 30, 2025. Revenue rose to $301.3 million from $282.8 million in the June quarter and $279.6 million a year earlier, but GAAP diluted earnings per share fell to $0.93 from $1.03 a year earlier. The company also declared a variable quarterly dividend of $0.88 per share, while reporting $2.3 billion of net client outflows and a $10.7 million non-cash tax charge.
Revenue of $301.3 million in the September 2025 quarter, compared with $282.8 million in the June 2025 quarter and $279.6 million a year earlier.
GAAP diluted EPS of $0.93, compared with $0.94 in the June quarter and $1.03 a year earlier; includes a $10.7 million non-cash tax charge ($0.15 per share).
Adjusted net income per adjusted share of $1.02, up from $0.83 in the June quarter; net client outflows of $2.3 billion; ending AUM of $181.3 billion.
Variable quarterly dividend of $0.88 per share, payable November 28, 2025, to shareholders of record as of November 14, 2025.
The Cheesecake Factory reported third quarter fiscal 2025 revenue of $907.2 million, up from $865.5 million a year earlier, and net income of $31.9 million, or $0.66 per diluted share, compared with $30.0 million and $0.61 a year earlier. The company also declared a $0.27 quarterly dividend payable November 25, 2025, which gives shareholders a cash return.
Revenue $907.2 million vs. $865.5 million in the prior-year third quarter
Diluted EPS $0.66 vs. $0.61; adjusted diluted EPS $0.68 vs. $0.58 (non-GAAP)
Comparable restaurant sales at The Cheesecake Factory restaurants rose 0.3% year-over-year
Quarterly dividend of $0.27 per share, payable November 25, 2025, to holders of record on November 11, 2025
Acadia Realty Trust reported third-quarter 2025 results, with total revenues of $101.0 million, up from $87.7 million a year earlier, and FFO Before Special Items of $0.33 per share, up from $0.32. GAAP net earnings fell to $0.03 per share from $0.07, including a $0.03 per share impairment charge, and the company revised its 2025 NAREIT FFO guidance down while raising its net earnings guidance.
Q3 2025 total revenues were $101.0 million vs $87.7 million in Q3 2024; GAAP net earnings per share were $0.03 vs $0.07.
NAREIT FFO was $0.28 per share, flat year over year; FFO Before Special Items was $0.33 vs $0.32.
2025 NAREIT FFO guidance was revised to $1.20-$1.22 from $1.22-$1.26, mainly reflecting the decline in Albertsons' share price.
2025 FFO Before Special Items guidance was maintained at $1.32-$1.34 per share, and net earnings guidance was revised to $0.12-$0.14 from $0.09-$0.13.
Element Solutions reported third-quarter 2025 net sales of $656 million, up 2% on a reported basis, and a record $147 million in adjusted EBITDA, up 3%. GAAP net income slipped 3% to $39 million, and the company narrowed its full-year 2025 adjusted EBITDA guidance to the high end of its prior range, which signals management expects its results to hold up through year-end. The company also announced the Micromax acquisition, which it said will not contribute in 2025 but should add meaningfully to earnings growth in 2026.
Q3 2025 net sales were $656 million, up 2% reported and 5% organic, compared with the third quarter of 2024.
Adjusted EBITDA was a record $147 million, up 3% reported, and up 10% excluding the divested MacDermid Graphics Solutions business.
GAAP net income was $39 million, or $0.16 per diluted share, versus $40 million and $0.17 a year earlier; adjusted EPS rose to $0.41 from $0.39.
Full-year 2025 adjusted EBITDA guidance was narrowed to $545 million to $550 million, the highest end of the prior range.
Landstar System reported third-quarter 2025 revenue of $1,205 million, down from $1,214 million a year earlier, and GAAP earnings per share of $0.56, down from $1.41. The results include $0.66 per share of non-cash impairment charges; excluding them, adjusted EPS was $1.22, still below the prior-year $1.41.
Q3 2025 revenue was $1,205 million versus $1,214 million in Q3 2024; operating income was $26.3 million versus $63.1 million.
Three non-cash impairment charges cut EPS by $0.66, including $16.1 million tied to the planned sale of its Mexican subsidiary Landstar Metro.
Adjusted EPS was $1.22 versus $1.41 a year earlier, a decline of 13.5%.
The Board declared a quarterly dividend of $0.40 per share, payable December 9, 2025, to holders of record on November 18, 2025.
Mirion reported third quarter 2025 revenue of $223.1 million, up 7.9% from a year earlier, and GAAP net income of $3.1 million, compared with a net loss of $14.0 million in the same period of 2024. The company reaffirmed most 2025 guidance and raised the low end of its adjusted free cash flow range, while the pending Paragon Energy Solutions acquisition is excluded from that guidance.
Q3 2025 revenue was $223.1 million, up from $206.8 million in Q3 2024, a 7.9% increase.
GAAP net income was $3.1 million, versus a net loss of $14.0 million a year earlier; adjusted EPS was $0.12, compared with $0.08.
Adjusted free cash flow guidance for 2025 is now $100 million to $115 million, up from $95 million to $115 million; revenue and adjusted EBITDA guidance were reaffirmed.
Results exclude the Paragon Energy Solutions acquisition, which the company said it expects to close later; a conference call is set for October 29, 2025 at 11:00 a.m. ET.
BXP reported third-quarter 2025 results showing a net loss attributable to BXP of $121.7 million, or $0.77 per diluted share, compared with net income of $89.0 million, or $0.56 per share, in the prior quarter. Revenue rose slightly to $871.5 million and diluted FFO per share increased to $1.74 from $1.71, but the loss reflects a non-cash impairment charge of approximately $145.1 million tied to unconsolidated joint ventures and $68.9 million of impairment losses on pending dispositions.
Net loss attributable to BXP of $121.7 million, or $0.77 per diluted share, for the quarter ended September 30, 2025, versus net income of $89.0 million, or $0.56 per share, for the quarter ended June 30, 2025
Total revenue of $871.5 million, up from $868.5 million in the prior quarter; diluted FFO per share of $1.74, up from $1.71
Non-cash impairment charge of approximately $145.1 million in loss from unconsolidated joint ventures, plus $68.9 million of impairment losses related to pending dispositions
Full-year 2025 guidance projects diluted EPS of $0.99 to $1.02 and diluted FFO per share of $6.89 to $6.92; quarterly dividend was $0.70 per share versus $0.98 in the prior quarter
American Assets Trust reported third-quarter 2025 results showing lower year-over-year profit and FFO, with total revenue of $109.6 million versus $122.8 million a year earlier. The company raised its 2025 FFO per diluted share guidance to $1.93 to $2.01, a $0.02 increase at the midpoint, which may matter to shareholders because it signals management's updated outlook despite weaker quarterly results.
Q3 2025 net income attributable to stockholders was $4.5 million, or $0.07 per diluted share, versus $16.7 million, or $0.28, in Q3 2024.
Q3 2025 FFO was $0.49 per diluted share versus $0.71 a year earlier; excluding lease termination fees and litigation income, it was $0.48 versus $0.56.
2025 FFO per diluted share guidance rose to $1.93 to $2.01 (midpoint $1.97) from $1.89 to $2.01.
The board declared a $0.340 per share dividend for Q4 2025, payable December 18, 2025 to holders of record as of December 4, 2025.
Greenbrier reported fiscal 2025 results for the year ended August 31, 2025, with net earnings attributable to Greenbrier of $204.1 million, or $6.35 per diluted share, up from $4.96 in fiscal 2024, while revenue fell to $3.24 billion from $3.54 billion. Fourth-quarter core diluted EPS was $1.26, down from $1.86 in the third quarter, and the company issued fiscal 2026 guidance calling for EPS of $3.75 to $4.75 on revenue of $2.7 billion to $3.2 billion.
FY2025 net earnings attributable to Greenbrier $204.1 million, or $6.35 per diluted share, versus $4.96 in FY2024
FY2025 revenue $3,240.2 million versus $3,544.7 million in FY2024; Q4 revenue $759.5 million versus $842.7 million in Q3
Q4 GAAP diluted EPS $1.16 including $0.10 per share of European facility rationalization costs; core diluted EPS $1.26 versus $1.86 in Q3
FY2026 guidance: EPS $3.75 to $4.75, revenue $2.7 billion to $3.2 billion; quarterly dividend of $0.32 per share payable December 3, 2025
Stride reported first-quarter fiscal 2026 results for the period ended September 30, 2025, with revenue of $620.9 million, up from $551.1 million a year earlier, and net income of $68.8 million, up from $40.9 million. The company also issued fiscal 2026 revenue guidance of $2.480 billion to $2.555 billion and second-quarter revenue guidance of $620 million to $640 million, which shareholders can compare with future results.
Diluted EPS was $1.40 versus $0.94; adjusted EPS was $1.52 versus $1.09.
Total enrollments were 247.7K, up 11.3%; Career Learning enrollments rose 20.0% to 110.0K.
Net cash used in operating activities was $195.8 million in the quarter, compared with $142.0 million a year earlier.
Fiscal 2026 adjusted operating income is forecast at $475 million to $500 million.
Caesars Entertainment reported third quarter 2025 results on October 28, 2025, with net revenues of $2.9 billion, flat versus the prior-year period. The net loss attributable to Caesars widened to $55 million from $9 million, and same-store Adjusted EBITDA fell to $884 million from $996 million, which management attributed to lower Las Vegas visitation, weak table games hold, and lower sports hold in Caesars Digital. Shareholders face a larger loss and lower operating earnings in the quarter, though the company repurchased $100 million of its stock during the quarter and through October.
Net revenues of $2,869 million, versus $2,874 million a year earlier
Net loss attributable to Caesars of $55 million, or $0.27 per share, versus a $9 million loss, or $0.04 per share, a year earlier
Same-store Adjusted EBITDA of $884 million, down 11.2%; Las Vegas Adjusted EBITDA fell 18.8% to $379 million
Repurchased 3.9 million shares for $100 million during the quarter and through October; cash and cash equivalents were $836 million at September 30, 2025
JBG SMITH reported a third-quarter 2025 net loss of $28.6 million, or $0.48 per diluted share, compared with a net loss of $27.0 million, or $0.32 per share, a year earlier. Core FFO fell to $9.1 million, or $0.15 per diluted share, from $19.3 million, or $0.23, as same store NOI decreased 6.7% and the company cited the government shutdown as a risk to leasing.
Q3 2025 net loss of $28.6 million ($0.48 per diluted share) vs. $27.0 million ($0.32) in Q3 2024
Q3 2025 Core FFO of $9.1 million ($0.15 per diluted share) vs. $19.3 million ($0.23) in Q3 2024
Same store NOI at share decreased 6.7% quarter over quarter to $54.1 million; multifamily same store effective new-lease rents decreased 0.8%
Repurchased 3.1 million shares for $62.9 million in Q3 2025; Board declared a $0.175 quarterly dividend payable November 20, 2025
Sensata reported third-quarter 2025 revenue of $932.0 million, down 5.2% from a year earlier, and a loss of $1.12 per share including $259 million in charges tied to lower expected demand for electrification products. Adjusted EPS was $0.89, flat year over year, and fourth-quarter adjusted EPS guidance of $0.83 to $0.87 sits below the third-quarter level. The company also began tender offers for up to $350 million of senior notes and named Nicolas Bardot executive vice president and chief operations officer effective November 1, 2025.
Q3 revenue was $932.0 million, down $50.9 million or 5.2%; organic revenue rose 3.1%.
Q3 charges of about $259 million included a $225.7 million non-cash goodwill impairment tied to the Dynapower business.
Q3 adjusted EPS was $0.89, consistent with $0.89 a year earlier; GAAP loss per share was $1.12.
Q4 2025 guidance calls for revenue of $890 to $920 million and adjusted EPS of $0.83 to $0.87.
Zurn Elkay reported third-quarter 2025 net sales of $455 million, up 11% from $410 million a year earlier, and GAAP diluted EPS from continuing operations of $0.35 versus $0.25. The company raised its full-year 2025 adjusted EBITDA outlook to $437 million to $440 million from $420 million to $430 million, and also raised its dividend 22% and its share repurchase authorization to $500 million, which points to higher earnings and more cash returned to shareholders.
Q3 net sales $455 million vs. $410 million a year earlier (+11%); adjusted EPS $0.43 vs. $0.34 (+26%)
Q3 adjusted EBITDA $122 million (26.8% of net sales) vs. $105 million (25.6%)
Full-year 2025 adjusted EBITDA outlook raised to $437 million to $440 million from $420 million to $430 million
Annual dividend increased 22% to $0.44 per share; share repurchase authorization increased to $500 million
PPG reported third quarter 2025 net sales of $4.1 billion, up 1% from a year earlier, and adjusted earnings of $2.13 per diluted share, up 5%. The company also revised its full-year 2025 adjusted EPS guidance to $7.60 to $7.70, but the filing does not state the prior range, and it cites softer global demand, so shareholders can compare the new range with earlier expectations.
Net sales were $4,082 million in the third quarter, up 1% from $4,032 million; organic sales rose 2%.
Reported EPS was $1.96 versus $1.90, and adjusted EPS was $2.13 versus $2.03, up 5%.
Full-year 2025 adjusted EPS guidance is $7.60 to $7.70; Performance Coatings segment EBITDA fell 9% in the quarter.
Share repurchases were about $150 million in the quarter and $690 million year to date.
Merchants Bancorp reported third quarter 2025 net income of $54.7 million, or $0.97 per diluted share, down 11% and 17% respectively from the third quarter of 2024 but up 44% and 62% from the second quarter of 2025. The year-over-year decline reflected lower net interest income after provision for credit losses, while the sequential rebound was driven mainly by lower provision expenses. Total assets reached $19.4 billion, the highest level the company has reported.
Net income of $54.7 million was down $6.6 million from $61.3 million in Q3 2024 and up $16.7 million from $38.0 million in Q2 2025.
Provision for credit losses fell 45% to $29.2 million from $53.0 million in Q2 2025.
Net interest income of $128.1 million fell 4% from $132.8 million a year earlier, while noninterest income rose 157% to $43.0 million.
Tangible book value per common share reached a record $36.31, up 12% from $32.38 a year earlier.
Edison International reported third-quarter 2025 net income of $832 million, or $2.16 per share, up from $516 million, or $1.33 per share, a year earlier. The company narrowed its 2025 core EPS guidance to $5.95-$6.20 from $5.94-$6.34, and the filing says the Eaton Fire has been confirmed as a covered wildfire for accessing the Wildfire Fund.
Q3 2025 core earnings were $901 million, or $2.34 per share, versus $582 million, or $1.51 per share, in Q3 2024, driven mainly by higher SCE revenue from the 2025 GRC final decision.
2025 core EPS guidance narrowed to $5.95-$6.20, from $5.94-$6.34 as of July 31, 2025.
Wildfire Fund administrator confirmed the Eaton Fire as a covered wildfire for purposes of accessing the fund.
During Q3, SCE settled with one insurance claimant at 52 cents for each dollar paid to its policyholders; the company says this single data point is not enough to estimate total Eaton Fire losses.
Mondelēz International reported third-quarter 2025 net revenues of $9.7 billion, up 5.9%, but diluted EPS fell 9.5% to $0.57 and operating income fell 35.5% to $744 million. The company said cocoa cost inflation was at its peak in the third quarter and now expects 2025 Adjusted EPS to decline approximately 15% on a constant currency basis, with Organic Net Revenue growth of 4% or more.
Q3 net revenues $9.7 billion, up 5.9%; Organic Net Revenue up 3.4%, with volume/mix down 4.6 points
Q3 diluted EPS $0.57 versus $0.63 a year earlier; Adjusted EPS $0.73, down 24.2% on a constant currency basis
Updated 2025 outlook: Organic Net Revenue growth of 4%+ and Adjusted EPS down approximately 15% in constant currency; Free Cash Flow of $3+ billion still expected
Nine-month capital return to shareholders was $3.7 billion
Arcus Biosciences reported third-quarter 2025 revenue of $26 million, down from $48 million a year earlier, and a net loss of $135 million, up from $92 million. Research and development spending rose to $141 million as late-stage trials expanded, and cash, cash equivalents and marketable securities were $841 million at September 30, 2025, down from $992 million at December 31, 2024. The company expects full-year 2025 GAAP revenue of $225 million to $235 million, and it said it has paused recruitment in the Phase 1b portion of the eVOLVE-RCC02 study.
Q3 2025 revenue was $26 million, compared with $48 million in Q3 2024, mainly due to a $15 million license payment in the prior year
Q3 2025 net loss was $135 million, compared with $92 million in Q3 2024
Cash, cash equivalents and marketable securities were $841 million at September 30, 2025, versus $992 million at December 31, 2024
Full-year 2025 GAAP revenue is expected to be between $225 million and $235 million
Seagate reported fiscal first-quarter 2026 revenue of $2.63 billion, up from $2.17 billion a year earlier, and GAAP net income of $549 million, up from $305 million. The company guided fiscal second-quarter revenue to $2.70 billion, plus or minus $100 million, and non-GAAP diluted EPS to $2.75, plus or minus $0.20, and declared a quarterly dividend of $0.74 per share, up about 3%.
Q1 revenue $2.63 billion vs. $2.17 billion a year earlier; GAAP diluted EPS $2.43 vs. $1.41
GAAP gross margin 39.4% vs. 32.9%; non-GAAP gross margin 40.1% vs. 33.3%, both described as record levels
Fiscal Q2 2026 guidance: revenue $2.70 billion plus or minus $100 million; non-GAAP diluted EPS $2.75 plus or minus $0.20
Quarterly dividend of $0.74 per share payable January 9, 2026 to holders of record as of December 24, 2025
Enphase Energy reported third-quarter 2025 revenue of $410.4 million, its highest level in two years, and GAAP net income of $66.6 million, or $0.50 per diluted share. For the fourth quarter, the company expects revenue of $310.0 million to $350.0 million, excluding safe harbor shipments, which is below the third-quarter level. Shareholders get higher quarterly sales and profit, but the outlook points to lower revenue next quarter.
Q3 2025 revenue was $410.4 million, up from $363.2 million in Q2 2025 and $380.9 million in Q3 2024, including $70.9 million of safe harbor revenue.
GAAP diluted EPS was $0.50, compared with $0.28 in Q2 2025 and $0.33 in Q3 2024; non-GAAP diluted EPS was $0.90.
Q4 2025 revenue outlook is $310.0 million to $350.0 million and excludes any safe harbor shipments.
Free cash flow was $5.9 million; no shares were repurchased in Q3 2025, and $268.7 million remains authorized for buybacks.
InvenTrust reported third-quarter 2025 net income of $6.0 million, or $0.08 per diluted share, compared with a net loss of $0.5 million a year earlier, and total income rose to $74.5 million from $68.5 million. The company also updated 2025 guidance: net income per diluted share is now expected at $1.40 to $1.44, down from $1.43 to $1.49, while the Core FFO and same property NOI growth ranges moved higher, so shareholders see stronger operating measures alongside a lower earnings forecast.
Q3 2025 net income was $6.0 million, or $0.08 per diluted share, versus a net loss of $0.5 million, or $0.01 per share, in Q3 2024
Core FFO was $0.47 per diluted share versus $0.44 a year earlier; Nareit FFO was $0.49 versus $0.45
2025 net income per diluted share guidance is $1.40 to $1.44, down from $1.43 to $1.49; Core FFO guidance is $1.80 to $1.83, up from $1.79 to $1.83
Leased occupancy was 97.2% as of September 30, 2025; Net Debt-to-Adjusted EBITDA was 4.0x
Bloom Energy reported third-quarter 2025 revenue of $519.0 million, up 57.1% from a year earlier, and GAAP operating income of $7.8 million compared with an operating loss a year earlier. The company still posted a larger GAAP net loss attributable to common stockholders of $23.1 million, or $0.10 per share, versus $14.7 million, or $0.06 per share, in the third quarter of 2024. The filing does not include guidance changes.
Revenue of $519.0 million, up 57.1% from $330.4 million in Q3 2024; the company calls this its fourth straight quarter of record revenue
GAAP net loss attributable to common stockholders of $23.1 million, or $0.10 per share, versus $14.7 million, or $0.06 per share, a year earlier
GAAP operating income of $7.8 million versus an operating loss of $9.7 million in Q3 2024; non-GAAP operating income of $46.2 million
Announced a $5 billion strategic AI infrastructure partnership with Brookfield Asset Management
Flowserve reported third-quarter 2025 sales of $1.17 billion, up 3.6% from a year earlier, and adjusted EPS of $0.90 versus $0.62. Reported diluted EPS was $1.67 versus $0.44, including a $266 million merger termination payment from the terminated Chart Industries merger. The company raised its 2025 adjusted EPS guidance to $3.40-$3.50 from $3.25-$3.40 and agreed to divest its legacy asbestos liabilities to Ajax HoldCo LLC, with closing expected in the fourth quarter of 2025.
Q3 sales were $1,174.4 million, up 3.6% year over year, and Q3 bookings were $1.2 billion.
Reported diluted EPS was $1.67 versus $0.44, including a $266 million Chart Industries merger termination payment.
Adjusted EPS was $0.90 versus $0.62; 2025 adjusted EPS guidance was raised to $3.40-$3.50 from $3.25-$3.40.
Asbestos liabilities divestiture to Ajax HoldCo LLC is expected to close in Q4 2025, with Parent contributing $199 million of about $219 million in cash.
Visa reported fiscal fourth-quarter 2025 net revenue of $10.7 billion, up 12%, with GAAP net income down 4% to $5.1 billion, mainly due to an $899 million litigation provision. The board also raised the quarterly dividend 14% to $0.670 per share, payable December 1, 2025.
Net revenue of $10.7 billion for the quarter ended September 30, 2025, up 12%
GAAP net income of $5.1 billion, or $2.62 per share, down 4% and 1%; includes $899 million litigation provision
Non-GAAP earnings per share of $2.98, up 10%
Quarterly dividend raised 14% to $0.670 per share, payable December 1, 2025, to holders of record as of November 12, 2025
UMB Financial reported third-quarter 2025 GAAP net income available to common shareholders of $180.4 million, or $2.36 per diluted share, up 64.5% from the year-earlier quarter but down from $215.4 million, or $2.82 per share, in the second quarter. The results include the Heartland Financial USA, Inc. (HTLF) acquisition, which closed January 31, 2025, and $35.6 million in acquisition-related and other nonrecurring costs. The board also declared a quarterly dividend of $0.43 per common share payable January 2, 2026.
GAAP diluted EPS of $2.36 vs. $2.82 in Q2 2025 and $2.23 in Q3 2024; non-GAAP operating EPS was $2.70 vs. $2.96 in Q2 2025 and $2.25 in Q3 2024
Total revenue of $678.3 million, down from $689.2 million in Q2 2025; noninterest income fell 8.5% sequentially to $203.3 million, mainly on lower investment securities gains
GAAP noninterest expense rose to $419.3 million, including $19.2 million in fees for termination of legacy HTLF contracts; nonaccrual loans rose to $132.0 million
Common dividend of $0.43 per share, record date December 10, 2025; preferred Series B dividend of $0.484375 per depositary share, payable January 15, 2026
CoStar Group reported third-quarter 2025 revenue of $834 million, up 20% from a year earlier, and raised its full-year 2025 adjusted EBITDA guidance to $415 million to $425 million. The company posted a GAAP net loss of $31 million, or $0.07 per diluted share, compared with net income of $53 million in the prior-year quarter, although non-GAAP net income rose 10% to $97 million.
Q3 2025 revenue was $834 million, up 20% from $693 million a year earlier
GAAP net loss was $31 million, or $0.07 per diluted share, versus net income of $53 million in Q3 2024
Adjusted EBITDA was $115 million in Q3, up 51% year over year
Full-year 2025 adjusted EBITDA guidance raised to $415 million to $425 million, a $40 million increase at the midpoint
Expand Energy reported third quarter 2025 results on October 28, 2025, with net income of $547 million, or $2.28 per diluted share, compared with a net loss of $114 million, or $0.85 per share, in the same quarter of 2024. The company also lowered the midpoint of its full-year 2025 capital expenditure guidance by $75 million to $2.85 billion and raised its production midpoint to 7.15 Bcfe/d, and plans to allocate $500 million to net debt paydown in the second half of 2025.
Q3 2025 net income of $547 million, or $2.28 per diluted share, vs. a net loss of $114 million, or $0.85 per share, in Q3 2024
Total revenues and other of $2,966 million vs. $648 million a year earlier; adjusted diluted EPS of $0.97 vs. $0.16
Full-year 2025 capital expenditure guidance midpoint cut by $75 million to $2.85 billion; production guidance midpoint raised by 50 MMcfe/d to 7.15 Bcfe/d
Quarterly base dividend of $0.575 per share payable December 4, 2025, to holders of record on November 13, 2025
Neurocrine Biosciences reported third-quarter 2025 results, with total net product sales of $790 million, up 28% from a year earlier, and GAAP diluted earnings per share of $2.04 versus $1.24. The company reaffirmed its full-year 2025 INGREZZA net product sales guidance of $2.5 billion to $2.55 billion and updated its R&D and SG&A expense ranges.
Total net product sales were $790 million for the quarter, up 28% year over year and 16% sequentially.
GAAP net income was $210 million ($2.04 per diluted share), compared with $130 million ($1.24) in the third quarter of 2024.
CRENESSITY net product sales were $98 million in the quarter, with 540 new patient enrollment start forms.
Full-year 2025 INGREZZA net product sales guidance of $2.5 billion to $2.55 billion was reaffirmed; GAAP R&D guidance is $1.0 billion to $1.02 billion.
Red Rock Resorts reported third-quarter 2025 results on October 28, 2025, with net revenues of $475.6 million, up 1.6%, and net income of $76.9 million, up 38.8% from a year earlier. The board also added $300 million to its share repurchase program, extended the program to December 31, 2027, and declared a $0.26 fourth-quarter dividend per Class A share.
Net revenues were $475.6 million, up 1.6% or $7.6 million from $468.0 million; adjusted EBITDA was $190.9 million, up 4.5%
Net income was $76.9 million, up 38.8% or $21.5 million from $55.4 million
Board authorized an additional $300 million under the $600 million repurchase program; about $573 million remains as of October 28, 2025
Fourth-quarter dividend of $0.26 per Class A share, payable December 31, 2025 to holders of record on December 15, 2025
D.R. Horton reported fourth-quarter and fiscal 2025 results, with net income attributable to the company down 29% to $905.3 million in the quarter and down 25% to $3.6 billion for the year. The company also declared a quarterly dividend of $0.45 per share, up 13%, and issued initial fiscal 2026 guidance for revenue of $33.5 billion to $35.0 billion.
Fourth quarter net income of $905.3 million, or $3.04 per diluted share, down 22% on a per-share basis; consolidated revenues of $9.7 billion
Fiscal 2025 net income of $3.6 billion, or $11.57 per diluted share, down 19% on a per-share basis; repurchased 30.7 million shares for $4.3 billion
Quarterly dividend raised 13% to $0.45 per share, payable November 20, 2025, to holders of record on November 13, 2025
Fiscal 2026 guidance includes consolidated revenues of $33.5 billion to $35.0 billion and 86,000 to 88,000 homes closed by homebuilding operations
Applied Industrial Technologies reported fiscal 2026 first quarter net sales of $1.2 billion, up 9.2% from a year earlier, and net income of $100.8 million, or $2.63 per diluted share, up 11.4%. The company raised its fiscal 2026 EPS guidance to $10.10 to $10.85 from $10.00 to $10.75, while reiterating its sales and EBITDA margin guidance.
Net sales of $1.2 billion rose 9.2%; organic sales rose 3.0%, and acquisitions contributed 6.3%.
Net income was $100.8 million, or $2.63 per diluted share, up 11.4% year over year; EBITDA was $146.3 million.
Fiscal 2026 EPS guidance raised to $10.10 to $10.85 from $10.00 to $10.75; sales guidance of up 4% to 7% and EBITDA margin guidance of 12.2% to 12.5% were maintained.
Quarterly cash dividend of $0.46 per share, payable November 28, 2025, to holders of record on November 14, 2025.
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