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).
Pilgrim's Pride reported third quarter 2025 results for the period ended September 28, 2025, with net sales up 3.8% year over year to $4.8 billion. GAAP earnings per share fell 2.0% to $1.44 and operating income fell 3.1% to $492.6 million, while Adjusted EBITDA declined 4.1% to $633.1 million. For shareholders, higher sales were offset by lower quarterly profit measures, though nine-month GAAP EPS rose 16.5% to $4.17.
Third quarter net sales were $4,759.3 million, up 3.8% from $4,585.0 million a year earlier.
GAAP EPS was $1.44 versus $1.47 in the prior-year quarter, a decline of 2.0%; adjusted EPS was $1.52.
Adjusted EBITDA was $633.1 million, a 13.3% margin, compared with $660.4 million and a 14.4% margin a year earlier.
Nine-month GAAP EPS rose 16.5% to $4.17, and net leverage was approximately 1.0 times Adjusted EBITDA.
Cactus reported third quarter 2025 revenue of $264.0 million, down from $293.2 million a year earlier, with net income of $50.2 million and diluted EPS of $0.60, compared with $62.4 million and $0.74 in the third quarter of 2024. Management expects Pressure Control revenue to be relatively flat in the fourth quarter and Spoolable Technologies to see a typical seasonal decline, and says the Baker Hughes Surface Pressure Control acquisition is now expected to close in early 2026.
Revenue $264.0 million versus $293.2 million a year earlier; Adjusted EBITDA $86.9 million versus $100.4 million
Net income $50.2 million and diluted EPS $0.60, versus $62.4 million and $0.74 in Q3 2024
Fourth quarter outlook: Pressure Control revenue relatively flat; U.S. land rig count flat to slightly down
Quarterly dividend of $0.14 per Class A share payable December 18, 2025; cash of $445.6 million and no bank debt as of September 30, 2025
Xcel Energy reported third-quarter 2025 GAAP diluted earnings of $0.88 per share, down from $1.21 a year earlier, after a $287 million Marshall Wildfire litigation charge. Ongoing diluted EPS was $1.24 versus $1.25, and operating revenues rose to $3.9 billion from $3.6 billion. The company reaffirmed 2025 ongoing EPS guidance of $3.75 to $3.85 and initiated 2026 guidance of $4.04 to $4.16.
Q3 2025 GAAP net income was $524 million ($0.88 per share) versus $682 million ($1.21 per share) in Q3 2024.
Q3 2025 ongoing EPS was $1.24 versus $1.25 a year earlier; the GAAP figure includes a $287 million Marshall Wildfire litigation charge.
Total operating revenues were $3,915 million for the quarter, up from $3,644 million.
2025 ongoing EPS guidance of $3.75 to $3.85 was reaffirmed; 2026 ongoing EPS guidance of $4.04 to $4.16 was initiated.
Beacon Financial reported a third-quarter net loss of $56.3 million, or $0.64 per share, compared with net income of $22.0 million, or $0.25 per share, in the second quarter. The loss reflects $129.8 million in pre-tax one-time costs tied to the merger of equals with Brookline Bancorp, which took effect September 1, 2025; excluding those costs, operating earnings were $38.5 million, or $0.44 per diluted share. The board also approved a $0.3225 quarterly dividend.
Q3 2025 net loss of $(56.3) million, or $(0.64) per basic share, versus Q2 net income of $22.0 million, or $0.25 per share
Pre-tax one-time merger costs of $129.8 million; operating earnings of $38.5 million, or $0.44 per diluted share
Quarterly dividend of $0.3225 per share, payable November 24, 2025 to stockholders of record on November 10, 2025
Conference call scheduled for 1:30 PM Eastern Time on October 30, 2025
Rush Enterprises reported third-quarter 2025 revenue of $1.881 billion, down 0.8% from $1.896 billion a year earlier, and net income of $66.7 million, or $0.83 per diluted share, versus $79.1 million, or $0.97, in the same quarter of 2024. Management cited weak demand for new Class 8 trucks and higher selling, general and administrative expenses, including added legal reserves, and said it expects challenging conditions to continue. The board also declared a $0.19 per share quarterly dividend payable December 12, 2025.
Q3 2025 revenue was $1.881 billion, down 0.8% from $1.896 billion in Q3 2024
Net income attributable to Rush was $66.7 million, or $0.83 per diluted share, compared with $0.97 a year earlier
Prior-year quarter included a one-time pre-tax Hurricane Helene charge of about $3.3 million, or $0.03 per share
Quarterly dividend of $0.19 per share is payable December 12, 2025, to holders of record as of November 12, 2025
The Hanover Insurance Group reported third-quarter 2025 net income of $178.7 million, or $4.90 per diluted share, up from $102.1 million, or $2.80 per share, a year earlier. Operating income was $185.6 million, or $5.09 per diluted share, and the combined ratio improved to 91.1% from 95.5%, with lower catastrophe losses cited as a key factor.
Net income of $178.7 million, or $4.90 per diluted share, versus $102.1 million, or $2.80, in Q3 2024
Operating income of $185.6 million, or $5.09 per diluted share, versus $111.3 million, or $3.05, in Q3 2024
Combined ratio of 91.1% versus 95.5% a year earlier; catastrophe losses of $46.2 million versus a higher prior-year level
Book value per share of $96.00 at September 30, 2025, up 7.1% from June 30, 2025; about $55 million of repurchases from July through October 27, 2025
Franklin BSP Realty Trust reported third-quarter 2025 GAAP net income of $17.6 million, or $0.12 per diluted share, down from $24.4 million, or $0.19, in the prior quarter. Distributable Earnings were $26.7 million, or $0.22 per diluted share on a fully converted basis, compared with $29.0 million, or $0.27, in the second quarter, while book value fell to $14.29 from $14.82 per share. Total income rose to $89.5 million from $54.0 million a year earlier.
GAAP net income of $17.6 million and diluted EPS of $0.12 for the quarter ended September 30, 2025, versus $0.30 a year earlier
Distributable Earnings of $26.7 million, or $0.22 per diluted share, versus $29.0 million, or $0.27, in the quarter ended June 30, 2025
Declared a common stock cash dividend of $0.355 per share; book value of $14.29 per diluted share at September 30, 2025
Completed the $425 million acquisition of NewPoint Holdings JV LLC on July 1, 2025, and closed an approximately $1.1 billion securitization on October 15, 2025
United States Lime & Minerals reported third quarter 2025 revenue of $102.0 million, up 14.1% from a year earlier, and net income of $38.8 million, or $1.35 per diluted share, up from $1.16. The company said it expects a more mixed demand picture ahead, with data center construction demand partly offset by softer demand from some other industries, and declared a $0.06 per share quarterly dividend.
Q3 2025 revenue $102.0 million vs. $89.4 million in Q3 2024; nine-month revenue $284.8 million, up 19.8%
Q3 2025 net income $38.8 million ($1.35 per diluted share) vs. $33.4 million ($1.16) a year earlier
Quarterly cash dividend of $0.06 per share, payable December 12, 2025, to holders of record on November 21, 2025
Management expects a more mixed demand outlook, with no numeric guidance given in the filing
Envista reported third-quarter 2025 sales of $670 million, up 11.5% from a year earlier, and adjusted diluted EPS of $0.32 versus $0.12. The company posted a GAAP net loss of $30 million, driven by a tax charge tied to restructuring certain intercompany loans, and raised the low end of its full-year adjusted EPS guidance to $1.10 to $1.15.
Q3 2025 sales were $670 million, up from $601 million, with core sales growth of 9.4%.
GAAP net loss of $30 million, or $0.18 per diluted share, reflected a tax charge from restructuring certain intercompany loans; adjusted EPS was $0.32 versus $0.12.
Full-year 2025 adjusted diluted EPS guidance is $1.10 to $1.15, up from $1.05 to $1.15; core sales growth guidance is about 4%, up from 3% to 4%.
Repurchased 2.1 million shares for about $41 million in the quarter, leaving $108 million under the repurchase program.
Tyler Technologies reported third-quarter 2025 results, with total revenues of $595.9 million, up 9.7%, and GAAP diluted earnings per share of $1.93, up from $1.74 a year earlier. The company also issued full-year 2025 guidance of $2.335 billion to $2.360 billion in total revenues and $11.30 to $11.50 in non-GAAP diluted earnings per share, and it repurchased about 300,000 shares for approximately $173 million in the quarter.
Subscription revenues were $401.1 million, up 15.5%; SaaS revenues grew 19.9% to $199.8 million.
GAAP operating income was $97.9 million, up 18.2%; non-GAAP net income was $130.4 million, or $2.97 per diluted share, up 18.5%.
Full-year 2025 guidance: total revenues of $2.335 billion to $2.360 billion; GAAP diluted EPS of $7.28 to $7.48.
Free cash flow was $247.6 million, down 2.1%, and cash flows from operations were $255.2 million, down 3.2%.
Antero Resources reported third quarter 2025 net income of $76 million, compared with a net loss of $35 million a year earlier, and adjusted EBITDAX of $318 million, up 70% from the prior year period. The company raised its fourth quarter 2025 production guidance to 3.5 to 3.525 Bcfe/d after about $260 million of West Virginia acquisitions, and it increased its full year 2025 land budget to $125 million to $150 million.
Q3 2025 net income was $76 million vs. a net loss of $35 million in Q3 2024; adjusted net income was $48 million (non-GAAP).
Free Cash Flow was $91 million in Q3 2025 (non-GAAP), vs. negative $23 million a year earlier; net cash from operations was $310 million, up 87%.
Fourth quarter 2025 production guidance raised to 3.5 to 3.525 Bcfe/d; full year 2025 production expected at the high end of 3.4 to 3.45 Bcfe/d.
Company bought 1.5 million shares for about $51 million in Q3 and has about $915 million of remaining repurchase capacity.
Antero Midstream reported third quarter 2025 results, with net income of $116 million, or $0.24 per diluted share, compared with $99.7 million, or $0.21 per share, a year earlier. Revenue was $295 million, and Adjusted EBITDA rose 10% to $281 million, which the company described as continued growth with declining capital spending.
Net income was $116 million, or $0.24 per diluted share, versus $0.21 in the prior year quarter.
Adjusted EBITDA was $281 million, a 10% increase from the prior year quarter (non-GAAP).
Free Cash Flow after dividends was $78 million, a 94% increase from the prior year quarter (non-GAAP).
The company repurchased 2.3 million shares for $41 million in the quarter and had about $385 million of remaining capacity under its $500 million program as of September 30, 2025.
WEX reported third-quarter 2025 revenue of $691.8 million, up 3.9%, and raised its full-year 2025 revenue and adjusted net income per diluted share guidance. GAAP net income fell 8.7% to $80.3 million, or $2.30 per diluted share, while adjusted net income rose 5.5% to $159.7 million, or $4.59 per diluted share. The same filing says the board added David Foss as a director effective November 3, 2025.
Q3 2025 revenue of $691.8 million, up 3.9%; GAAP net income of $80.3 million, down 8.7%
Full-year 2025 revenue guidance raised to $2.63 billion to $2.65 billion; adjusted EPS guidance raised to $15.76 to $15.96 from $15.37 to $15.77
Fourth-quarter 2025 revenue expected at $646 million to $666 million and adjusted EPS at $3.76 to $3.96
David Foss appointed to the board on October 26, 2025, effective November 3, 2025; the board increased to 12 members
Murphy USA reported third-quarter 2025 net income of $129.9 million, down from $149.2 million a year earlier, as lower fuel margins and a $12.6 million restructuring charge outweighed higher merchandise contribution. The company also named Mindy K. West as its next President and CEO effective January 1, 2026, succeeding Andrew Clyde, and approved a new $2.0 billion share repurchase authorization and a 19% dividend increase. For shareholders, the filing shows lower quarterly profit alongside larger planned capital returns and a 2025 outlook with some ranges raised and others, including fuel volume, lowered.
Q3 2025 net income was $129.9 million, or $6.76 per diluted share, versus $149.2 million, or $7.20 per diluted share, in Q3 2024; the quarter included a $12.6 million restructuring charge.
Mindy K. West becomes President and CEO effective January 1, 2026, succeeding R. Andrew Clyde, who retires from the CEO role and the Board on December 31, 2025.
The Board approved a new share repurchase authorization of up to $2.0 billion expiring December 31, 2030; $337 million remains under the current $1.5 billion program.
Quarterly dividend of $0.63 per share, a 19% increase from the prior quarter, is payable December 1, 2025 to holders of record as of November 10, 2025.
American Water reported third-quarter 2025 diluted earnings of $1.94 per share, up from $1.80 a year earlier, and year-to-date earnings of $4.47 per share, up from $4.17. The company affirmed its 2025 weather-normalized EPS guidance of $5.70 to $5.75 and initiated 2026 EPS guidance of $6.02 to $6.12, which it says reflects 8% growth at the midpoint, for shareholders to weigh alongside the pending merger with Essential Utilities.
Q3 2025 EPS $1.94 vs. $1.80 in Q3 2024; nine-month EPS $4.47 vs. $4.17
2025 weather-normalized EPS guidance of $5.70 to $5.75 affirmed, including about $0.10 per share of incremental interest income from the amended HOS note
2026 EPS guidance of $6.02 to $6.12 initiated; 2026-2030 capital plan of $19 to $20 billion
Essential Utilities merger expected to close by the end of Q1 2027, subject to regulatory approvals
TTM Technologies reported third-quarter 2025 net sales of $752.7 million, up 22% from $616.5 million a year earlier, and GAAP net income of $53.1 million, or $0.50 per diluted share, versus $14.3 million, or $0.14, in the prior-year quarter. The company also issued fourth-quarter 2025 guidance of $730 million to $770 million in net sales and $0.64 to $0.70 in non-GAAP earnings per diluted share, which gives shareholders a near-term outlook.
Q3 2025 net sales were $752.7 million, compared with $616.5 million in Q3 2024.
GAAP diluted EPS was $0.50 versus $0.14; non-GAAP diluted EPS was $0.67 versus $0.55, which the company called a quarterly record high.
Adjusted EBITDA was $120.9 million, or 16.1% of net sales, versus $100.6 million, or 16.3%, a year earlier.
Q4 2025 outlook: net sales of $730 million to $770 million and non-GAAP EPS of $0.64 to $0.70 per diluted share; no GAAP outlook was provided.
Coeur Mining reported third quarter 2025 revenue of $555 million, up from $481 million in the prior quarter, and GAAP net income from continuing operations of $267 million, or $0.41 per share. The GAAP result includes a $216 million tax benefit from recognizing U.S. deferred tax assets; adjusted net income was $147 million, or $0.23 per share. The company also refined its 2025 production guidance, raising the gold midpoint 1% and lowering the silver midpoint 2%, and lowered cost guidance at three of its five operations.
Q3 2025 revenue of $555 million versus $481 million in Q2 2025 and $314 million in Q3 2024
GAAP net income of $267 million ($0.41 per share), including a $216 million tax benefit; adjusted net income of $147 million ($0.23 per share)
2025 gold production midpoint raised 1% to 415,250 ounces; silver midpoint cut 2% to 18.1 million ounces
Cash and equivalents of $266 million at September 30, 2025, versus $111.6 million at June 30, 2025
Morningstar reported third-quarter 2025 revenue of $617.4 million, up 8.4%, and adjusted diluted earnings per share of $2.55, up 27.5%. GAAP diluted EPS fell 21.7% to $2.17 because the prior-year period included a gain from the sale of its Commodity and Energy Data business. The board also approved a new three-year buyback of up to $1 billion, effective October 31, 2025, which replaces the $500 million program the company completed in October.
Q3 reported revenue rose 8.4% to $617.4 million; organic revenue rose 9.0%.
Q3 operating income rose 10.6% to $127.8 million; adjusted operating income rose 15.6% to $150.6 million.
Q3 GAAP diluted EPS fell 21.7% to $2.17; the prior-year period had a $1.05 per-share gain from the Commodity and Energy Data sale.
New three-year share repurchase program authorizes up to $1 billion, effective October 31, 2025.
Cognex reported third-quarter 2025 revenue of $277 million, up 18% from a year earlier, but GAAP net income fell 40% to $18 million, or $0.10 per diluted share. The company said revenue included a one-time benefit from a commercial partnership; excluding it, revenue grew 13%. The board also declared a quarterly dividend of $0.085 per share, up from $0.08, and issued fourth-quarter 2025 revenue guidance of $230 million to $245 million.
Q3 revenue was $277 million, up 18% year over year; adjusted diluted EPS was $0.33, up 69% from $0.20.
GAAP net income was $18 million, down from $30 million; GAAP diluted EPS was $0.10 versus $0.17.
Q4 2025 guidance: revenue of $230 million to $245 million, adjusted EPS of $0.19 to $0.24.
Dividend of $0.085 per share is payable November 28, 2025, to holders of record on November 13, 2025.
Service Corporation International reported third-quarter 2025 revenue of $1,058.1 million, up 4.4% from a year earlier, and adjusted diluted earnings per share of $0.87, up 10% from $0.79. The company raised its 2025 net cash provided by operating activities outlook excluding special items to $910 million to $950 million and narrowed its adjusted EPS guidance to $3.80 to $3.90, which keeps the $3.85 midpoint. Operating cash flow fell in the quarter because of higher cash taxes.
Q3 revenue was $1,058.1 million, up $44.1 million or 4.4% from $1,014.0 million in Q3 2024.
Diluted EPS was $0.83 (GAAP) versus $0.81; adjusted diluted EPS was $0.87 versus $0.79.
Q3 operating cash flow was $252.3 million versus $263.8 million, including an expected $11.1 million increase in cash taxes paid.
2025 cash flow outlook raised to $910 million to $950 million from $880 million to $940 million; adjusted EPS guidance narrowed to $3.80 to $3.90.
CVR Energy reported third quarter 2025 net income attributable to stockholders of $374 million, or $3.72 per diluted share, compared with a loss of $124 million, or $1.24 per share, a year earlier. The result includes a $488 million benefit from the EPA's August 2025 small refinery waiver decision, and net sales rose to $1,944 million from $1,833 million.
Net sales were $1,944 million, up from $1,833 million in the third quarter of 2024.
Adjusted earnings per diluted share were $0.40, compared with an adjusted loss of $0.50 a year earlier.
The $488 million gain reflects the EPA's August 22, 2025 waiver decision for Wynnewood Refining Company, LLC.
CVR Energy will not pay a cash dividend for the third quarter of 2025; the earnings call is October 30 at 1 p.m. Eastern.
C.H. Robinson reported third-quarter 2025 results, with income from operations up 22.6% to $220.8 million and diluted EPS up 67.5% to $1.34, while total revenues fell 10.9% to $4.1 billion, driven by lower ocean pricing and volume and the divestiture of its Europe Surface Transportation business. The company also furnished an update raising its 2026 operating income target and authorizing an additional $2 billion share buyback, which matters to shareholders because it signals a higher profit goal and more capital returned.
Total revenues decreased 10.9% to $4.1 billion; income from operations rose 22.6% to $220.8 million
Diluted EPS of $1.34 rose 67.5%; adjusted diluted EPS of $1.40 rose 9.4%
Global Forwarding revenues fell 31.1% to $786.3 million and segment income from operations fell 44.4% to $49.0 million
Additional $2 billion share buyback authorization and raised 2026 operating income target, announced October 29, 2025
Extra Space Storage reported third-quarter 2025 results, with net income of $0.78 per diluted share, down 14.3% from the prior year, including a $105.1 million loss on assets held for sale and sold. Core FFO was $2.08 per diluted share, up 0.5%, while same-store revenue fell 0.2% and same-store net operating income fell 2.5%. The company narrowed its 2025 Core FFO outlook to $8.12-$8.20 per share from $8.05-$8.25, raising the low end and lowering the high end.
Q3 2025 net income of $0.78 per diluted share, down from $0.91 a year earlier, including a $105.1 million loss on assets held for sale and sold
Q3 2025 Core FFO of $2.08 per diluted share, up 0.5% from $2.07
Same-store revenue down 0.2% and same-store NOI down 2.5% for the quarter; ending same-store occupancy of 93.7%
2025 Core FFO guidance of $8.12-$8.20 per share, versus $8.05-$8.25 given on July 30, 2025
Sun Communities reported third-quarter 2025 net income attributable to common shareholders of $8.5 million, or $0.07 per diluted share, down from $288.7 million, or $2.31 per diluted share, a year earlier. Core FFO per share was $2.28, compared with $2.36 in the same period of 2024, but the company raised its full-year 2025 Core FFO per share guidance by $0.04 to a range of $6.59 to $6.67.
Q3 net loss from continuing operations was $3.7 million, or $0.05 per diluted share, versus net income from continuing operations of $278.4 million a year earlier.
North America same property NOI for MH and RV rose 5.4% for the quarter, and adjusted blended occupancy reached 99.2%.
Full-year 2025 diluted EPS guidance is $10.25 to $10.33, and Q4 2025 Core FFO per share guidance is $1.31 to $1.39.
Management will hold an investor conference call at 2:00 p.m. ET on October 30, 2025.
Sprouts reported third-quarter 2025 results for the 13 weeks ended September 28, 2025, with net sales up 13% and diluted EPS of $1.22 versus $0.91 a year earlier. The company also gave fourth-quarter comparable store sales guidance of 0.0% to 2.0% and diluted EPS of $0.86 to $0.90, and authorized a new $1 billion share repurchase program.
Net sales of $2.2 billion, up 13%; comparable store sales grew 5.9%
Net income of $120.1 million versus $91.6 million a year earlier
Q4 2025 outlook: comparable store sales growth of 0.0% to 2.0% and diluted EPS of $0.86 to $0.90
Full-year 2025 outlook: diluted EPS of $5.24 to $5.28 and EBIT of $675 million to $680 million; new $1 billion buyback authorized
Prudential Financial reported third quarter 2025 results, with net income attributable to the company of $1.431 billion ($4.01 per share), up from $448 million ($1.24 per share) a year earlier. After-tax adjusted operating income rose to $1.521 billion ($4.26 per share) from $1.208 billion ($3.33 per share), and management described adjusted operating earnings per share as a record high, up 28%.
Net income attributable to Prudential was $1.431 billion ($4.01 per share) in Q3 2025, versus $448 million ($1.24 per share) in Q3 2024.
After-tax adjusted operating income was $1.521 billion ($4.26 per share), versus $1.208 billion ($3.33 per share) a year earlier.
Capital returned to shareholders totaled $731 million, including $250 million of share repurchases and $481 million of dividends.
Management will discuss the results on a conference call on Thursday, October 30, 2025, at 11:00 a.m. ET.
UDR reported third-quarter 2025 net income of $0.12 per diluted share, up from $0.06 a year earlier, and FFO as Adjusted (FFOA) of $0.65 per diluted share, above its $0.62 to $0.64 guidance range. The company raised its full-year 2025 FFOA guidance to $2.53 to $2.55 and its net income guidance to $0.57 to $0.59, while updating FFO guidance to $2.44 to $2.46, which keeps the midpoint unchanged. For shareholders, the results and raised outlook point to stronger earnings than previously expected, though management noted more moderate lease rate growth to start the fourth quarter.
Q3 2025 total revenue rose 2.8% to $431.9 million; same-store NOI grew 2.3% year over year
Full-year 2025 FFOA guidance raised to $2.53 to $2.55 per diluted share from $2.49 to $2.55; net income guidance raised to $0.57 to $0.59 from $0.53 to $0.59
Agreed to acquire a 406-apartment community in suburban Metropolitan Washington, D.C., for approximately $147.0 million, expected to close in Q4 2025
Board appointed Richard B. Clark; the company repurchased about 651 thousand shares in Q3 for approximately $25.0 million
Impinj reported third-quarter 2025 revenue of $96.1 million, up from $95.2 million a year earlier, but a GAAP net loss of $12.8 million, or $0.44 per diluted share, after a $15.0 million induced conversion expense. The company also guided fourth-quarter 2025 revenue to $90.0 million to $93.0 million, with a GAAP net loss expected between $2.6 million and $1.1 million.
Q3 2025 revenue was $96.1 million versus $95.2 million in Q3 2024.
Q3 included a $15.0 million induced conversion expense; adjusted EBITDA was $19.1 million versus $17.3 million.
Q4 2025 guidance: revenue of $90.0 million to $93.0 million; GAAP net loss of $2.6 million to $1.1 million.
GAAP net loss was $12.8 million, or $0.44 per diluted share, versus net income of $221,000 a year earlier.
VIAVI reported preliminary results for its fiscal first quarter ended September 27, 2025, with net revenue up 25.6% year over year to $299.1 million, and non-GAAP diluted EPS rising to $0.15 from $0.06. GAAP results were weaker, with a net loss of $21.4 million compared with a $1.8 million loss a year earlier, and the company said the results are preliminary until it files its Form 10-Q. It also guided second-quarter fiscal 2026 net revenue to $360 million to $370 million and non-GAAP EPS to $0.18 to $0.20.
Net revenue of $299.1 million, up from $238.2 million a year earlier and up 3.0% from the prior quarter
GAAP net loss of $21.4 million, or $(0.10) per diluted share, versus a $1.8 million loss, or $(0.01) per share, a year earlier
Non-GAAP diluted EPS of $0.15, up from $0.06; the company cited a $10.9 million change in fair value of a contingent liability among GAAP items
Second-quarter fiscal 2026 outlook: net revenue of $360 million to $370 million and non-GAAP EPS of $0.18 to $0.20
Invitation Homes reported third-quarter 2025 revenue of $688 million, up 4.2% year over year, and diluted net income per share of $0.22, compared with $0.15 a year earlier. The company raised the midpoint of its full-year 2025 Core FFO per share guidance by one cent to $1.92 and also authorized a share repurchase program of up to $500 million. For shareholders, the higher earnings and guidance midpoints point to improved results, though Core FFO per share rose only 0.4% to $0.47.
Q3 2025 total revenues rose 4.2% to $688 million; net income available to common stockholders rose 43.5% to $136 million, or $0.22 per diluted share.
Core FFO per share rose 0.4% to $0.47 in Q3 2025; AFFO per share rose 0.1% to $0.38.
Full-year 2025 guidance midpoints raised: Core FFO per share to $1.92 (from $1.91), AFFO per share to $1.62 (from $1.61), and Same Store NOI growth to 2.25% (from 2.0%).
Board authorized a share repurchase program of up to $500 million; repurchases are at the company's discretion and not guaranteed.
Bio-Rad reported third-quarter 2025 revenue of $653.0 million, up 0.5% from a year earlier but down 1.7% on a currency-neutral basis. A $495.3 million loss from the change in fair market value of its Sartorius AG investment drove a GAAP net loss of $341.9 million, or $12.70 per diluted share, compared with net income of $653.2 million a year earlier. The company kept its full-year 2025 non-GAAP outlook unchanged.
GAAP net loss of $341.9 million, or $12.70 per diluted share, versus net income of $653.2 million, or $23.34 per share, in Q3 2024
Non-GAAP net income of $60.8 million, or $2.26 per diluted share, versus $56.3 million, or $2.02 per share, a year earlier
Non-GAAP operating margin of 11.8% versus 11.3%; currency-neutral sales decreased 1.7%, with lower sales in both Life Science and Clinical Diagnostics
Full-year 2025 outlook maintained: non-GAAP currency-neutral revenue growth of approximately 0 to 1.0% and non-GAAP operating margin of approximately 12.0 to 13.0%
Adamas Trust reported third-quarter 2025 net income attributable to common stockholders of $32.7 million, or $0.36 per share, roughly flat with $32.4 million, or $0.36 per share, a year earlier. Net interest income rose to $36.6 million from $20.2 million, and the company increased its common dividend to $0.23 per share, declared in September 2025.
Q3 2025 net income to common stockholders: $32.7 million, or $0.36 per share, versus $32.4 million, or $0.36 per share, in Q3 2024
Earnings available for distribution: $22.0 million, or $0.24 per share; book value per common share was $9.20 at September 30, 2025
Nine months ended September 30, 2025: net income to common stockholders of $59.5 million, or $0.66 per share, compared with a loss of $62.0 million, or $(0.68) per share, a year earlier
Net interest income of $36.6 million versus $20.2 million a year earlier; common dividend increased to $0.23 per share
Calix reported unaudited third-quarter 2025 results for the period ended September 27, 2025, with revenue of $265.4 million, up 10% from the prior quarter and 32% from a year earlier. GAAP net income was $15.7 million, compared with a net loss of $4.0 million a year earlier, and the company guided fourth-quarter revenue to $267 million to $273 million.
Q3 2025 revenue was $265.4 million, up 32% year over year, and GAAP net income was $15.7 million versus a $4.0 million net loss a year earlier.
Fourth-quarter 2025 revenue guidance is $267 million to $273 million; GAAP net income per diluted share guidance is $0.15 to $0.21.
Cash and investments were a record $339.6 million at quarter end, and remaining performance obligations rose 20% year over year to $354.6 million.
A conference call to discuss the results is scheduled for October 30, 2025, at 8:30 a.m. Eastern Time.
Kite Realty Group reported a third-quarter 2025 net loss attributable to common shareholders of $16.2 million, or $0.07 per diluted share, compared with net income of $16.7 million, or $0.08 per diluted share, a year earlier. The quarter included $39.3 million of impairment charges, while Core FFO rose to $0.52 per diluted share from $0.49, and the company raised its 2025 Core FFO guidance to $2.05 to $2.07 per diluted share.
Q3 2025 net loss attributable to common shareholders of $16.2 million, or $0.07 per diluted share, versus net income of $16.7 million, or $0.08, in Q3 2024; impairment charges were $39.3 million.
Q3 2025 Core FFO of the Operating Partnership was $116.3 million, or $0.52 per diluted share, versus $0.49 a year earlier.
2025 Core FFO guidance raised to $2.05 to $2.07 per diluted share from $2.02 to $2.06; NAREIT FFO guidance raised to $2.09 to $2.11 from $2.06 to $2.10.
Board declared a fourth quarter 2025 dividend of $0.29 per common share, up 7.4% year over year, payable on or about January 16, 2026.
MGM Resorts reported a third-quarter 2025 net loss attributable to the company of $285 million, compared with net income of $185 million a year earlier, driven mainly by a $256 million non-cash goodwill impairment tied to its decision to withdraw a Empire City gaming license application. Consolidated net revenues rose 2% to $4.3 billion and Adjusted EPS was $0.24 versus $0.54, while the company also signed a secured credit agreement for a JPY45.2 billion term loan that its filing says supports the MGM Osaka project.
Net revenues of $4.3 billion, up 2% year over year; diluted loss per share of $1.05 versus earnings of $0.61
Goodwill impairment of $256 million and about $93 million of other non-cash write-offs related to Empire City
Adjusted EPS of $0.24 versus $0.54; Consolidated Adjusted EBITDA of $506 million versus $574 million
Credit Agreement dated October 23, 2025 with Sumitomo Mitsui Banking Corporation provides a JPY45.2 billion term loan maturing in October 2030, subject to conditions
Moelis & Company reported third quarter 2025 results, with GAAP revenues of $356.9 million, up 30% from $273.8 million a year earlier, and GAAP diluted earnings of $0.67 per share versus $0.22 in the prior year period. The company also declared a regular quarterly dividend of $0.65 per share, payable December 4, 2025, and reported cash and short-term investments of $619.9 million with no funded debt.
Q3 GAAP revenues $356.9 million vs. $273.8 million a year earlier; Adjusted revenues $376.0 million, up 34%
Broadstone Net Lease reported third-quarter 2025 revenue of $114.2 million, up from $108.4 million a year earlier, and AFFO of $74.3 million, or $0.37 per diluted share, up 5.7%. GAAP net income fell 26.3% to $27.1 million, or $0.14 per diluted share, and the company raised its full-year 2025 AFFO per share guidance, which matters to shareholders because the outlook improved while reported profit declined.
Q3 2025 AFFO of $74.3 million, or $0.37 per diluted share, up 5.7% from the prior-year quarter.
Q3 2025 net income of $27.1 million, or $0.14 per diluted share, down 26.3%, mainly from a $10.1 million rise in interest expense and a $5.9 million rise in impairment provisions.
2025 AFFO guidance raised to $1.49 to $1.50 per diluted share from $1.48 to $1.50.
Quarterly dividend of $0.29 per share declared on October 23, 2025, payable on or before January 15, 2026.
EPR Properties reported third-quarter 2025 results with total revenue of $182.3 million, up 1.0% from a year earlier, and net income available to common shareholders per diluted share of $0.79, up from $0.53. The company raised the low end and lowered the high end of its 2025 FFOAA per diluted share guidance to $5.05 to $5.13, but cut its net income per diluted share guidance to $3.14 to $3.22 from $3.20 to $3.36, so shareholders see higher core earnings expectations alongside lower GAAP earnings expectations.
Q3 2025 FFOAA per diluted share was $1.37, up 5.4% from $1.30; AFFO per diluted share was $1.39, up 7.8%.
2025 FFOAA per diluted share guidance is now $5.05 to $5.13, versus $5.00 to $5.16 previously.
2025 net income per diluted share guidance was cut to $3.14 to $3.22 from $3.20 to $3.36.
Liquidity: $13.7 million cash and $379.0 million drawn on a $1.0 billion revolver at September 30, 2025; no scheduled debt maturities until August 2026.
Valaris reported third quarter 2025 total operating revenues of $596 million, down from $615 million in the second quarter, and adjusted EBITDA of $163 million, down from $201 million. Net income rose to $187 million from $114 million, helped by a $90 million gain on asset sales, including the sale of jackup VALARIS 247. The company also repurchased $75 million of shares and secured a contract for VALARIS DS-12.
Total operating revenues of $596 million, down from $615 million in Q2 2025
Net income of $187 million, up from $114 million in Q2 2025, including a $90 million gain on asset sales
Adjusted EBITDA of $163 million, down from $201 million in Q2 2025
Repurchased $75 million of shares; contract for VALARIS DS-12 with an estimated duration of 350 days
Pitney Bowes reported third-quarter 2025 revenue of $460 million, down 8% from a year earlier, while GAAP net income swung to $52 million from a loss of $138 million in the prior-year quarter. The company now expects to land near the low end of its revenue, Adjusted EBIT and free cash flow guidance ranges, and near the midpoint for Adjusted EPS, and it raised its share repurchase authorization to $500 million.
Q3 revenue was $460 million, down 8% year over year; GAAP diluted EPS was $0.30 versus a loss of $0.75 a year earlier
Adjusted EPS was $0.31, up $0.10 year over year; Adjusted EBIT was $107 million, up $5 million
Full-year 2025 outlook: revenue, Adjusted EBIT and free cash flow near the low end of prior ranges; Adjusted EPS near the midpoint
Board raised the share repurchase authorization to $500 million after more than $280 million in year-to-date buybacks, and increased the quarterly dividend from $0.08 to $0.09 per share
Verra Mobility reported third-quarter 2025 revenue of $261.9 million, up 16%, and net income of $46.8 million, or $0.29 per diluted share, compared with $0.21 a year earlier. The company raised its 2025 revenue guidance, kept its Adjusted EBITDA, Adjusted EPS and Free Cash Flow guidance unchanged, and increased its share repurchase authorization to $250.0 million, though operating cash flow fell $31.1 million from the prior-year quarter.
Q3 2025 total revenue was $261.9 million, up from $225.6 million in Q3 2024, with the New York City red-light camera expansion cited as the main driver
Net income was $46.8 million, or $0.29 per diluted share, versus $34.7 million, or $0.21, a year earlier
2025 total revenue guidance raised to $955 million to $965 million from $925 million to $935 million; Adjusted EBITDA, Adjusted EPS and Free Cash Flow guidance reaffirmed
Board authorized an additional $150.0 million of buybacks on October 23, 2025, bringing the total available to $250.0 million through November 13, 2026
John B. Sanfilippo & Son reported fiscal 2026 first-quarter results for the period ended September 25, 2025. Net sales rose 8.1% to $298.7 million, mainly because the weighted average selling price per pound rose 8.9%, while sales volume fell 0.7%, and diluted EPS increased 59% to $1.59. Management said sustaining this level of EPS improvement for the rest of fiscal 2026 may be challenging.
Net sales increased $22.5 million, or 8.1%, to $298.7 million; sales volume decreased 0.7% to 90.5 million pounds.
Diluted EPS was $1.59 versus $1.00 a year earlier; net income was $18.7 million versus $11.7 million.
Gross profit margin rose to 18.1% of net sales from 16.9%; total inventories increased $40.2 million, or 20.6%.
Management said sustaining this quarter's EPS improvement for the rest of fiscal 2026 may be challenging; the investor call is set for October 30, 2025 at 10:00 a.m. Eastern.
Coca-Cola Consolidated reported third-quarter 2025 net sales of $1.9 billion, up 6.9%, with income from operations up 8.6% to $247 million and GAAP earnings per share up 24% to $1.64. For the first nine months, net sales rose 3.3% to $5.3 billion, but net income fell 4.6% to $433.3 million, reflecting non-cash fair value adjustments to an acquisition-related contingent consideration liability.
Third-quarter net sales rose 6.9% to $1.9 billion, and volume rose 3.3%.
Third-quarter GAAP EPS was $1.64, up $0.32 or 24%; adjusted EPS was $2.06, up 10%.
First nine months net income was $433.3 million, down $20.8 million or 4.6%; adjusted net income was $510.6 million, down 2.2%.
The company expects fiscal 2025 capital expenditures of about $300 million and returned over $211 million to stockholders in the first nine months.
Hawkins reported record second-quarter fiscal 2026 revenue of $280.4 million, up 14% from a year earlier, led by 21% growth in Water Treatment that included $23 million of sales from acquired businesses. Diluted EPS fell 7% to $1.08 from $1.16, mainly because of $5 million more amortization and interest expense tied to acquisitions, including WaterSurplus. Management expects about $17 million of annualized WaterSurplus-related expense in fiscal 2026 and expects Food and Health Sciences sales to be flat to down in the second half.
Revenue was $280.4 million, up $33.4 million or 14%; Water Treatment sales rose 21% to $150.9 million.
Net income was $22.6 million, or $1.08 per diluted share, versus $24.1 million, or $1.16, a year earlier.
Adjusted EBITDA was $50.4 million, up 9%; the company expects $17 million of annualized WaterSurplus-related expense in fiscal 2026.
Total debt was $279.0 million at September 28, 2025, after repaying $20 million on its line of credit in the quarter.
Chipotle reported third-quarter 2025 results for the quarter ended September 30, 2025. Total revenue rose 7.5% to $3.0 billion and diluted EPS was $0.29, up from $0.28, while operating margin fell to 15.9% from 16.9%. The company now expects full-year 2025 comparable restaurant sales to decline in the low-single-digit range.
Total revenue rose 7.5% to $3.0 billion; comparable restaurant sales rose 0.3%, driven by a 1.1% increase in average check and a 0.8% decline in transactions.
Diluted EPS was $0.29 versus $0.28 a year earlier; adjusted diluted EPS was $0.29 versus $0.27.
Operating margin was 15.9%, down from 16.9%; labor costs rose to 25.2% of revenue from 24.9%.
Chipotle repurchased $686.5 million of stock in the quarter, and $652.3 million remained under authorizations as of September 30, 2025.
Equinix reported third-quarter 2025 revenue of $2.316 billion, up 5% from a year earlier, with net income attributable to common stockholders of $374 million, up 26%, and diluted EPS of $3.81, up 23%. The company raised its full-year AFFO and adjusted EBITDA guidance and reported record annualized gross bookings of $394 million, though free cash flow was negative $970 million for the first nine months of 2025.
Q3 2025 revenue $2.316 billion, up 5% year over year; adjusted EBITDA $1.148 billion, up 10% as reported
Q3 2025 net income $374 million; diluted EPS $3.81 versus $3.10 a year earlier
Full-year 2025 AFFO guidance revised to $3.731 to $3.811 billion, including an underlying raise of $31 million
Nine-month free cash flow was negative $970 million versus negative $493 million a year earlier
ServiceNow reported third-quarter 2025 total revenues of $3,407 million, up 22% year over year, and net income of $502 million, compared with $432 million a year earlier. The company raised its 2025 subscription revenue guidance, and its board approved a five-for-one stock split that requires shareholder approval at a December 5, 2025 special meeting.
Q3 2025 total revenues $3,407 million, up 22% year over year; subscription revenues $3,299 million, up 21.5%
Q3 2025 GAAP net income $502 million, or $2.40 per diluted share, versus $2.07 per diluted share a year earlier
Full-year 2025 GAAP subscription revenue guidance $12,835 million to $12,845 million; Q4 2025 subscription revenue guidance $3,420 million to $3,430 million
Five-for-one stock split approved by the board, subject to shareholder vote at a Special Meeting on December 5, 2025
Carlisle reported third-quarter 2025 revenue of $1.3 billion, up 1.0% year over year, while diluted EPS from continuing operations fell 6.2% to $4.97 and adjusted EPS fell 2.9% to $5.61. The company revised its 2025 outlook to flat full-year revenue and an adjusted EBITDA margin down 250 basis points from 2024, and raised its full-year share repurchase target to $1.3 billion.
Q3 revenue $1,346.9 million, up 1.0% from $1,333.6 million; operating income fell 7.1% to $293.9 million
Diluted EPS from continuing operations $4.97 vs $5.30 a year earlier; adjusted EPS $5.61 vs $5.78
2025 outlook revised to flat full-year revenue and adjusted EBITDA margin down 250 basis points but still in the mid-20s percent range
TransMedics reported third quarter 2025 revenue of $143.8 million, up 32% from $108.8 million a year earlier, and net income of $24.3 million, or $0.66 per diluted share, compared with $4.2 million, or $0.12 per diluted share, in the third quarter of 2024. The company raised the midpoint of its full year 2025 revenue guidance and narrowed the range to $595 million to $605 million, which shareholders will weigh against the prior range of $585 million to $605 million.
Q3 2025 total revenue of $143.8 million, up 32% from $108.8 million in Q3 2024
Q3 2025 net income of $24.3 million, or $0.66 per diluted share, versus $4.2 million, or $0.12, a year earlier
Full year 2025 revenue guidance narrowed to $595 million to $605 million, from $585 million to $605 million given on July 30, 2025
Gross margin was 59% in Q3 2025, compared with 56% in Q3 2024; cash was $466.2 million as of September 30, 2025
St. Joe reported third quarter 2025 net income attributable to the company of $38.7 million, or $0.67 per share, up from $16.8 million, or $0.29 per share, a year earlier, on revenue up 63% to $161.1 million. The board also declared a quarterly dividend of $0.16 per share, a 14% increase from the prior $0.14, payable December 12, 2025 to holders of record on November 13, 2025.
Q3 2025 revenue rose 63% to $161.1 million; net income attributable to the company rose 130% to $38.7 million ($0.67 per share)
Real estate revenue rose 199% to $83.8 million, including the $41.0 million sale of the Watercrest senior living community
Dividend raised to $0.16 per share from $0.14, payable December 12, 2025; record date November 13, 2025
Unconsolidated joint venture revenue fell to $57.0 million from $109.2 million, with fewer completed homes at Latitude Margaritaville Watersound
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