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).
Houlihan Lokey reported fiscal second-quarter 2026 revenue of $659 million, up from $575 million a year earlier, and GAAP diluted EPS of $1.63, up from $1.37. Adjusted diluted EPS was $1.84 versus $1.46, and the board declared a $0.60 per share quarterly dividend, which matters to shareholders because both earnings measures rose and the payout continues.
Revenue of $659 million vs $575 million a year earlier; Corporate Finance revenue rose 21%.
GAAP diluted EPS of $1.63 vs $1.37; adjusted diluted EPS of $1.84 vs $1.46.
Quarterly dividend of $0.60 per share, payable December 15, 2025 to holders of record on December 1, 2025.
Unrestricted cash and investment securities of $1.11 billion as of September 30, 2025.
Cavco Industries reported results for its fiscal second quarter ended September 27, 2025, with net revenue of $556.5 million, up 9.7%, and diluted earnings per share of $6.55, up from $5.28 a year earlier. The company also said it closed its acquisition of American Homestar Corporation after the quarter ended and that Lisa Daniels has joined its Board of Directors, which the release presents as continued operating strength.
Net revenue was $556.5 million, up 9.7% from $507.5 million; net income was $52.4 million, up 19.6%.
Diluted EPS was $6.55 versus $5.28, up 24%; Financial services gross margin rose to 55.6% from 21.8%, while factory-built housing gross margin was flat at 22.9%.
Stock repurchases were about $36 million in the quarter, with $142 million remaining under Board authorizations.
American Homestar Corporation acquisition closed after quarter end; Lisa Daniels joined the Board of Directors.
The Carlyle Group reported unaudited U.S. GAAP results for the third quarter ended September 30, 2025, with income before taxes of $86 million and a pre-tax margin of 25.8%. The filing gives no prior-period comparison, and the CEO said the firm is positioned to exceed its updated 2025 financial targets, though the release does not state those targets.
Q3 2025 income before provision for income taxes: $86 million; pre-tax margin 25.8%
CEO Harvey M. Schwartz cited $17 billion of organic quarterly inflows
Board declared a quarterly dividend of $0.35 per common share, record date November 10, 2025, payable November 19, 2025
Assets under management were $474 billion as of September 30, 2025
NewMarket reported third-quarter 2025 net income of $100.3 million, or $10.67 per share, down from $132.3 million, or $13.79 per share, a year earlier, on net sales of $690.3 million versus $724.9 million. The board also raised the quarterly dividend 9% to $3.00 per share, payable January 2, 2026, while the company cited market softness and one-time charges in its petroleum additives segment.
Q3 net sales were $690.3 million, compared with $724.9 million in Q3 2024.
Petroleum additives Q3 operating profit was $131.3 million, down from $157.5 million; specialty materials operating profit was $6.0 million, down from $16.0 million.
Quarterly dividend raised 9% from $2.75 to $3.00 per share, payable January 2, 2026.
Acquisition of Calca Solutions, LLC closed October 1, 2025; nine-month net debt fell to $680.6 million.
Federated Hermes reported third quarter 2025 results, with diluted earnings per share of $1.34, up from $1.06 a year earlier, and net income of $104.1 million, up from $87.5 million. Total managed assets reached a record $871.2 billion at Sept. 30, 2025, and the board declared a $0.34 per share dividend.
Q3 2025 diluted EPS was $1.34 versus $1.06 in Q3 2024; net income was $104.1 million versus $87.5 million.
Total revenue rose 15% to $469.4 million from $408.5 million in Q3 2024, driven mainly by higher average money market and equity assets.
Total managed assets were a record $871.2 billion at Sept. 30, 2025, up 9% from $800.5 billion a year earlier.
The board declared a $0.34 per share dividend, payable Nov. 14, 2025 to shareholders of record as of Nov. 7, 2025.
Arcosa reported record third-quarter 2025 results, with revenue up 25% to $797.8 million and net income of $73.0 million, compared with $640.4 million and $16.6 million a year earlier. The company raised the midpoint of its full-year 2025 Adjusted EBITDA guidance to $575 million to $585 million, from $555 million to $585 million, and narrowed its revenue guidance to $2.86 billion to $2.91 billion.
Q3 Adjusted EBITDA was $174.2 million, up 53% from $114.0 million; diluted EPS was $1.48 versus $0.34.
Full-year 2025 Adjusted EBITDA guidance range is $575 million to $585 million, versus the prior $555 million to $585 million.
Full-year revenue guidance is $2.86 billion to $2.91 billion, versus the prior $2.85 billion to $2.95 billion.
Net Debt to Adjusted EBITDA was 2.4 times at September 30, 2025, down from 2.8 times at the end of the second quarter.
Aptar reported third quarter 2025 sales of $961 million, up 6%, with core sales up 1%. Reported diluted EPS rose 30% to $1.92, helped by a $26.5 million gain from remeasuring a previously held equity stake, while adjusted EPS rose 4% to $1.62. The company expects fourth quarter 2025 adjusted EPS of $1.20 to $1.28, which matters to shareholders as a near-term earnings outlook.
Q3 2025 reported sales were $961 million, up 6% from $909 million; core sales rose 1%.
Q3 reported diluted EPS was $1.92 versus $1.48, including a $26.5 million remeasurement gain; adjusted EPS was $1.62 versus $1.56.
Q4 2025 adjusted EPS guidance is $1.20 to $1.28, based on an effective tax rate of 19.5% to 21.5%.
Q3 adjusted EBITDA rose 7% to $223 million; the company returned $70 million to shareholders through buybacks and dividends.
Arthur J. Gallagher & Co. reported third-quarter 2025 results on October 30, 2025. Total company revenues before reimbursements rose to $3,325.4 million from $2,766.5 million, but GAAP net earnings fell to $273.6 million from $314.1 million and diluted EPS fell to $1.04 from $1.39. Adjusted diluted EPS rose to $2.32 from $2.26, and the company said the AssuredPartners acquisition, completed August 18, 2025, contributed to the top-line growth.
Total revenues before reimbursements: $3,325.4 million, versus $2,766.5 million a year earlier
Diluted EPS as reported: $1.04, versus $1.39; adjusted diluted EPS: $2.32, versus $2.26
Company said AssuredPartners, acquired for about $13.8 billion on August 18, 2025, added more than $450 million of incremental revenue
Filing also includes CFO Commentary with estimates relating to 2025 and other future results
Columbia Banking System reported third quarter 2025 net income of $96 million, down from $152 million in the second quarter, and diluted earnings per share of $0.40, down from $0.73, as it recorded $87 million of merger and restructuring expense tied to its Pacific Premier acquisition. Net interest income rose to $505 million and operating diluted earnings per share were $0.85, up from $0.76, and the Board authorized a $700 million share repurchase program. Shareholders face a mixed picture: revenue grew, but reported profit fell sharply.
Net income was $96 million and diluted EPS was $0.40, compared with $152 million and $0.73 in the prior quarter.
Operating diluted EPS was $0.85, compared with $0.76 in the prior quarter; merger and restructuring expense was $87 million.
Net interest income was $505 million, up $59 million from the prior quarter, partly due to one month of combined operations.
The Board authorized repurchases of up to $700 million of common stock; the authorization expires November 30, 2026.
Ingersoll Rand reported third-quarter 2025 revenue of $1,955.0 million, up 5% from a year earlier, and GAAP net income attributable to the company of $244.1 million, or $0.61 per diluted share, versus $0.54 a year earlier. It also revised its full-year 2025 guidance, now calling for adjusted EBITDA of $2,060 million to $2,090 million and adjusted EPS of $3.25 to $3.31, but the filing does not state the prior guidance for comparison.
Q3 revenue $1,955.0 million, up 5%; organic revenue declined 1.3%, with acquisitions adding 4.7 points
Adjusted EPS $0.86 versus $0.84 a year earlier; adjusted EBITDA $544.6 million with a 27.9% margin, down from 28.6%
Full-year 2025 guidance: total revenue growth of 4% to 6%, adjusted EBITDA $2,060 million to $2,090 million, adjusted EPS $3.25 to $3.31
Returned $201 million to shareholders in Q3, including $193 million in share repurchases; conference call set for October 31, 2025 at 8:00 a.m. Eastern
Quaker Chemical reported third-quarter 2025 net sales of $493.8 million, up 7% from a year earlier, driven by acquisitions, 3% organic volume growth and new business wins. GAAP net income and diluted earnings per share fell slightly from the prior year, while non-GAAP earnings per diluted share rose 10% to $2.08. Management expects year-over-year revenue and earnings growth in the fourth quarter, but said the soft operating environment will persist at least through year end.
Q3 2025 net sales were $493.8 million, up from $462.3 million in Q3 2024.
Q3 GAAP net income was $30.5 million, or $1.75 per diluted share, versus $32.3 million, or $1.81, a year earlier.
Non-GAAP earnings per diluted share were $2.08, compared with $1.89 in Q3 2024.
For the nine months ended September 30, 2025, the company reported a net loss of $23.2 million, including $88.8 million of impairment charges.
SPS Commerce reported third-quarter 2025 revenue of $189.9 million, up 16% from a year earlier, and net income of $25.6 million, or $0.67 per diluted share, versus $0.62 in the prior-year quarter. It gave fourth-quarter revenue guidance of $192.7 million to $194.7 million and said its chief revenue officer will retire at year-end, replaced by a new chief commercial officer. The board also authorized a share repurchase program of up to $100.0 million, effective December 1, 2025.
Q3 2025 revenue was $189.9 million, up from $163.7 million, with net income of $25.6 million, or $0.67 per diluted share, versus $0.62 a year earlier
Fourth-quarter 2025 revenue is expected at $192.7 million to $194.7 million, or 13% to 14% growth; fiscal 2025 revenue is expected at $751.6 million to $753.6 million
Eduardo Rosini will become Executive Vice President and Chief Commercial Officer on December 1, 2025; Daniel Juckniess, Chief Revenue Officer, retires December 31, 2025
Board authorized repurchases of up to $100.0 million of common stock, effective December 1, 2025 and expiring December 1, 2027
Strategy Inc reported third-quarter 2025 net income of $2.8 billion, or $8.42 per diluted share, compared with a net loss of $340.2 million a year earlier, driven mainly by a $3.9 billion unrealized gain on its bitcoin holdings. The company reaffirmed its full-year 2025 guidance of $34 billion operating income, $24 billion net income and $80 diluted EPS, assuming a year-end bitcoin price of $150,000, and raised the STRC preferred dividend rate to 10.50%.
Q3 2025 operating income was $3.9 billion, versus an operating loss of $432.6 million in Q3 2024; net income attributable to common stockholders was $2.6 billion.
Total software revenues were $128.7 million, up 10.9% year over year, while gross profit was $90.7 million at a 70.5% gross margin.
The STRC dividend rate rises from 10.25% to 10.50% for monthly periods starting November 1, 2025, with the November dividend of $0.875 per share payable November 30, 2025.
MasTec reported third quarter 2025 revenue of $4.0 billion, a quarterly record, and diluted EPS of $2.04, up from $1.21 a year earlier. The company also issued full-year 2025 guidance of $4.80 diluted EPS and $6.40 adjusted diluted EPS, with a net debt of $2.1 billion at quarter end, which shareholders will weigh against lower cash flow and a slight margin decline.
Q3 revenue $3,967 million, up 22.0% year over year, with double-digit growth in all segments
Q3 GAAP net income $166.5 million and Adjusted EBITDA $373.5 million, up 58% and 20% year over year
Q3 free cash flow $36 million vs. $252 million a year earlier; Adjusted EBITDA margin 9.4% vs. 9.5%
Employers Holdings, Inc. reported a third-quarter 2025 net loss of $8.3 million, or $0.36 per share, compared with net income of $30.3 million, or $1.21 per share, a year earlier. The company strengthened prior accident year loss and LAE reserves by $38.2 million, and its Board approved a $125.0 million increase to its share repurchase program, bringing aggregate authority to $250.0 million.
Q3 2025 net loss of $8.3 million ($0.36 per share) vs. net income of $30.3 million ($1.21 per share) in Q3 2024
Total revenues rose to $239.3 million from $224.0 million, while the loss and LAE ratio increased to 97.1% from 63.1%
Prior year reserves strengthened by $38.2 million; the Board approved a $125.0 million increase to the 2025 share repurchase program
Quarterly dividend of $0.32 per share, payable November 26, 2025, to stockholders of record as of November 12, 2025
COPT Defense Properties reported unaudited results for the quarter ended September 30, 2025, in an earnings release furnished as Exhibit 99.1. Net income rose to $43.7 million from $37.4 million a year earlier, and diluted EPS rose to $0.37 from $0.32, with FFO per diluted share up to $0.69 from $0.65. Total revenues were roughly flat at $188.8 million versus $189.2 million, and the quarterly dividend per common share was $0.305, up from $0.295.
Q3 2025 diluted EPS was $0.37, compared with $0.32 in Q3 2024; nine-month diluted EPS was $1.01, compared with $0.92.
Q3 2025 diluted FFO per share (Nareit) was $0.69, compared with $0.65 in Q3 2024.
Q3 2025 total revenues were $188.8 million, compared with $189.2 million in Q3 2024.
Dividend per common share was $0.305 for Q3 2025, compared with $0.295 a year earlier.
Erie Indemnity reported third-quarter 2025 net income of $182.9 million, or $3.50 per diluted share, up from $159.8 million, or $3.06 per diluted share, a year earlier. Operating income before taxes rose 16.0 percent, with management fee revenue for policy issuance and renewal services up $56.1 million, partly offset by higher commissions. The company also disclosed revised codes of conduct and ethics for senior financial officers, approved October 28, 2025 and effective November 2025.
Q3 2025 net income was $182.9 million, or $3.50 per diluted share, versus $159.8 million, or $3.06, in Q3 2024
Nine-month 2025 net income was $496.0 million, or $9.48 per diluted share, versus $448.3 million, or $8.57, in the same period of 2024
Management fee revenue for policy issuance and renewal services rose $56.1 million, or 7.3 percent, in Q3 2025
Board approved revised Code of Conduct and Code of Ethics for CEO and Senior Financial Officers on October 28, 2025; both effective November 2025
SiriusPoint reported third-quarter 2025 net income available to common shareholders of $86.8 million, or $0.73 per diluted share, compared with $4.5 million, or $0.03 per diluted share, a year earlier; the prior-year quarter included a $117.3 million loss on settlement and change in fair value of liability-classified capital instruments. Core underwriting income rose to $69.6 million from $62.5 million, although the Core combined ratio was 89.1% versus 88.5% a year earlier. The company also approved a $0.50 per share quarterly dividend on its 8.00% Series B preference shares.
Net income available to common shareholders was $86.8 million, or $0.73 per diluted share, versus $4.5 million, or $0.03, in Q3 2024.
Core combined ratio was 89.1% versus 88.5% a year earlier; Core underwriting income was $69.6 million versus $62.5 million.
Core gross premiums written rose 26.2% to $871.6 million for the three months ended September 30, 2025.
Series B preference share dividend of $0.50 per share is payable November 28, 2025 to holders of record as of November 13, 2025.
Bright Horizons Family Solutions reported third-quarter 2025 revenue of $802.8 million, up 12%, and diluted earnings per share of $1.37, up from $0.94 a year earlier. The company also gave updated 2025 guidance of about $2.925 billion in revenue and diluted adjusted earnings per share of $4.48 to $4.53, which shareholders can compare with future guidance.
Q3 2025 revenue of $802.8 million, up 12% from $719.1 million in Q3 2024
Income from operations rose 35% to $120.8 million; net income rose 43% to $78.6 million
Diluted adjusted EPS of $1.57 for Q3 2025, compared with $1.11 a year earlier
Full-year 2025 outlook: revenue of about $2.925 billion and diluted adjusted EPS of $4.48 to $4.53
DXC Technology reported results for the second quarter of fiscal 2026, ended September 30, 2025. Revenue and earnings per share both declined year over year, while free cash flow rose and the company raised its full-year free cash flow forecast to about $650 million from $600 million. Revenue guidance for fiscal 2026 was narrowed to $12.67 billion to $12.81 billion from $12.61 billion to $12.87 billion.
Total revenue was $3.16 billion, down 2.5% year over year and down 4.2% on an organic basis; diluted EPS was $0.20, down 13.0%, and non-GAAP diluted EPS was $0.84, down 9.7%.
Free cash flow was $240 million, up $192 million year over year, and the company repurchased $75 million of shares.
Full-year fiscal 2026 non-GAAP diluted EPS guidance is $2.85 to $3.35; third-quarter non-GAAP diluted EPS guidance is $0.75 to $0.85.
The company will hold a conference call at 5:00 p.m. ET on October 30, 2025.
Edwards Lifesciences reported third-quarter 2025 sales of $1.55 billion, up 14.7% from a year earlier, and raised its full-year sales growth and adjusted EPS guidance. GAAP earnings per share fell to $0.50 from $0.61, and adjusted EPS was $0.67, matching the prior year, so shareholders receive higher sales expectations alongside lower reported profit.
Q3 sales were $1.55 billion, up 14.7% (12.6% adjusted); TAVR sales were $1.15 billion, up 12.4%.
GAAP diluted EPS was $0.50 versus $0.61 a year earlier; adjusted diluted EPS was $0.67 in both periods.
Full-year 2025 sales growth guidance rose to the high end of 9% to 10%; adjusted EPS guidance is $2.56 to $2.62, up from the high end of $2.45 to $2.55.
Q3 included $90.4 million in certain litigation expenses and a $40.0 million intangible assets impairment charge.
Reinsurance Group of America reported third-quarter 2025 net income available to shareholders of $253 million, or $3.81 per diluted share, up from $156 million, or $2.33, a year earlier. Net premiums fell 2.5% to $4.3 billion, and the company cited an unfavorable $149 million pre-tax impact from its annual actuarial assumption review. The board also declared a regular quarterly dividend of $0.93 per share.
Net income available to RGA shareholders rose to $253 million, or $3.81 per diluted share, from $156 million, or $2.33, in Q3 2024.
Adjusted operating income excluding notable items was $424 million, or $6.37 per diluted share, versus $410 million, or $6.13, a year earlier; the company called this a quarterly record.
Consolidated net premiums totaled $4.3 billion, a decrease of 2.5% from the prior-year quarter, which had included about $600 million from a single pension transfer transaction.
The board declared a $0.93 dividend payable November 25, 2025, to holders of record as of November 11, 2025; the company repurchased $75 million of common shares in the quarter.
Omega Healthcare Investors reported third-quarter 2025 net income of $185 million, or $0.59 per diluted share, up from $115 million, or $0.42, a year earlier. The company raised its 2025 AFFO guidance to $3.08-$3.10 per diluted share from $3.04-$3.07, which affects shareholders' expectations for cash earnings from the year's investments.
Q3 2025 net income of $185 million ($0.59 per diluted share) vs. $115 million ($0.42) in Q3 2024
Q3 2025 AFFO of $243 million ($0.79 per diluted share) vs. $203 million ($0.74) in Q3 2024
2025 AFFO guidance raised to $3.08-$3.10 per diluted share from $3.04-$3.07
Quarterly dividend of $0.67 per share declared October 24, 2025, payable November 17, 2025
Park Hotels & Resorts reported third quarter 2025 revenue of $610 million, down from $649 million a year earlier, and a net loss of $14 million compared with net income of $57 million in the prior-year quarter. The company also lowered the midpoint of its full-year Adjusted EBITDA outlook to $595 million to $620 million from $595 million to $645 million, and widened its expected full-year net loss range, which matters to shareholders because the company's profit measures are declining.
Q3 2025 Adjusted EBITDA was $130 million, down 18.2% from $159 million; diluted loss per share was $(0.08) versus earnings of $0.26 a year earlier.
Full-year 2025 Adjusted EBITDA outlook is $595 million to $620 million, versus $595 million to $645 million previously; the net loss outlook is now $(60) million to $(35) million, versus $(53) million to $(3) million.
Comparable RevPAR fell 6.1% in the quarter, or 4.9% excluding the Royal Palm, which suspended operations in mid-May 2025 for renovation; the company declared a $0.25 per share fourth quarter dividend payable January 15, 2026.
SPX Technologies reported third-quarter 2025 revenue of $592.8 million, up 22.6%, and GAAP EPS of $1.29, up 19.4%, in a press release furnished under Item 2.02 of Form 8-K. The company raised its full-year 2025 Adjusted EBITDA and Adjusted EPS guidance while maintaining its revenue range of $2.225 billion to $2.275 billion.
Q3 2025 revenue was $592.8 million, up 22.6%; GAAP income from continuing operations was $63.1 million, up 24.0%
Q3 2025 Adjusted EPS was $1.84, up 32.4%, and Adjusted EBITDA was $136.1 million, up 30.9%
2025 Adjusted EBITDA guidance raised to $495 million to $515 million from $485 million to $510 million
2025 Adjusted EPS guidance raised to $6.65 to $6.80 from $6.35 to $6.65; revenue guidance maintained at $2.225 billion to $2.275 billion
Adtalem Global Education reported first quarter fiscal 2026 results for the three months ended Sept. 30, 2025, with revenue up 10.8% to $462.3 million and diluted EPS of $1.67, versus $1.18 a year earlier. The company maintained its fiscal 2026 guidance and announced an Investor Day for Feb. 24, 2026. The filing is from Adtalem Global Education Inc., not Covista Inc. as named in the request, and the filing does not state a ticker.
Revenue $462.3 million, up 10.8% from $417.4 million a year earlier
Diluted EPS $1.67 vs. $1.18; adjusted EPS $1.75 vs. $1.29, up 35.7%
Fiscal 2026 guidance maintained: revenue $1,900 million to $1,940 million; adjusted EPS $7.60 to $7.90
$142 million remains under the $150 million share repurchase program through May 2028
Motorola Solutions reported third-quarter 2025 sales of $3.0 billion, up 8%, and non-GAAP EPS of $4.06, up 9%, while GAAP EPS rose 1% to $3.33. The company raised its full-year 2025 non-GAAP EPS guidance to $15.09 to $15.15 per share from $14.88 to $14.98, and kept its revenue outlook of about $11.65 billion, which means higher expected per-share earnings for shareholders.
Q3 2025 sales were $3.0 billion, up 8% from $2.79 billion a year earlier.
Non-GAAP EPS was $4.06, up 9% from $3.74; GAAP EPS was $3.33, up 1% from $3.29.
Full-year 2025 non-GAAP EPS guidance was raised to $15.09 to $15.15 from $14.88 to $14.98; revenue guidance of about $11.65 billion was maintained.
The $4.4 billion acquisition of Silvus Technologies closed during the quarter.
Fortune Brands reported third-quarter 2025 net sales of $1.1 billion, roughly flat with a year earlier, and GAAP EPS of $0.59, down 46.1%. The company lowered its full-year 2025 EPS before charges/gains guidance to $3.70 to $3.80 from $3.75 to $3.95, which lowers the earnings outlook for shareholders.
Q3 2025 net sales were $1,149.2 million, down 0.5% from $1,155.3 million a year earlier
Q3 GAAP EPS was $0.59 versus $1.09; EPS before charges/gains was $1.09, down 6.0%
Full-year 2025 EPS before charges/gains guidance cut to $3.70 to $3.80 from $3.75 to $3.95
Full-year cash flow from operations guidance lowered to $530 million to $540 million from around $650 million
Western Digital reported fiscal first quarter 2026 revenue of $2.82 billion, up 27% from a year earlier, with non-GAAP diluted EPS of $1.78 versus $0.75 a year earlier. GAAP diluted EPS was $3.07, which includes a $611 million gain on the company's retained interest in Sandisk. The board raised the quarterly dividend 25% to $0.125 per share and guided fiscal second quarter revenue to $2.9 billion at the mid-point.
Q1 FY26 revenue was $2.82 billion, up 27% year over year, and non-GAAP operating margin was 30.4%.
GAAP diluted EPS was $3.07 and non-GAAP diluted EPS was $1.78, compared with $0.42 and $0.75 a year earlier.
Q2 FY26 guidance at the mid-point: revenue of $2.9 billion (plus or minus $100 million) and non-GAAP diluted EPS of $1.88 (plus or minus $0.15).
Quarterly cash dividend increased 25% to $0.125 per share, payable December 18, 2025 to holders of record on December 4, 2025.
GoDaddy reported third quarter 2025 results for the quarter ended September 30, 2025, with revenue up 10.3% year over year and net income up 10.5% to $210.5 million. The company raised its full-year 2025 revenue expectation to a range of $4.930 billion to $4.950 billion, but guided fourth-quarter revenue growth of 6% at the midpoint, which shareholders will weigh against the stronger year-to-date trend.
Q3 2025 total revenue was $1,265.3 million, up 10.3% year over year; diluted EPS was $1.51 versus $1.32 a year earlier.
Full-year 2025 revenue outlook was raised to $4.930 billion to $4.950 billion, implying about 8% growth at the midpoint.
Fourth-quarter 2025 revenue is expected at $1.255 billion to $1.275 billion, with the .CO registry contract exit cited as a headwind.
Year-to-date through October 28, 2025, GoDaddy repurchased 9.0 million shares for $1.4 billion.
Floor & Decor reported third-quarter fiscal 2025 results for the quarter ended September 25, 2025, with net sales up 5.5% and diluted EPS up 10.4%, while comparable store sales fell 1.2%. The company also updated its fiscal 2025 outlook, guiding to diluted EPS of approximately $1.87 to $1.97.
Net sales of $1,179.5 million, up 5.5% from $1,117.9 million a year earlier
Diluted EPS of $0.53, up 10.4% from $0.48; the CEO said this exceeded the high end of the company's guidance
Comparable store sales decreased 1.2%; the company opened five new warehouse stores in the quarter
Updated fiscal 2025 outlook: diluted EPS of approximately $1.87 to $1.97 and net sales of approximately $4,660 million to $4,710 million
Illumina reported third-quarter 2025 revenue of $1.08 billion, flat with the prior year, and non-GAAP diluted EPS of $1.34, up from $1.14. The company raised its fiscal 2025 non-GAAP EPS guidance to $4.65 to $4.75 and its non-GAAP operating margin guidance to 22.75% to 23%, which points to better profitability for shareholders this year. GAAP diluted EPS fell to $0.98 from $4.03, mainly because the prior-year quarter included a $488 million legal settlement reversal.
Q3 2025 revenue was $1.08 billion, flat versus Q3 2024 on both reported and constant currency bases
Non-GAAP diluted EPS rose to $1.34 from $1.14; GAAP diluted EPS was $0.98 versus $4.03 a year earlier
Fiscal 2025 non-GAAP diluted EPS guidance raised to $4.65 to $4.75 from $4.45 to $4.55
Company repurchased 1.2 million shares for $120 million at an average price of $97.10 in Q3
Casella Waste Systems reported third-quarter 2025 revenue of $485.4 million, up 17.9% from a year earlier, and net income of $10.0 million, up 73.0%. The company raised the low end of its fiscal 2025 revenue and Adjusted EBITDA guidance and reaffirmed its net income and cash flow ranges, while Adjusted Diluted EPS of $0.42 was below $0.44 a year earlier.
Q3 2025 revenue was $485.4 million, up $73.7 million or 17.9% from Q3 2024.
Q3 2025 net income was $10.0 million, up from $5.8 million; Adjusted Diluted EPS was $0.42 versus $0.44.
Fiscal 2025 revenue guidance is now $1.830 billion to $1.840 billion, and Adjusted EBITDA guidance is $415 million to $425 million, both with the low end raised.
Net income guidance of $8 million to $18 million was reaffirmed; the outlook excludes the pending Mountain State Waste acquisition.
First Solar reported third quarter 2025 net sales of $1.6 billion, up $0.5 billion from the prior quarter, and diluted earnings of $4.24 per share, up from $3.18 in the second quarter. The company narrowed its 2025 guidance: the net sales range is now $4.95 billion to $5.20 billion, down from $4.90 billion to $5.70 billion, while the diluted EPS range is $14.00 to $15.00, up at the low end and down at the high end from $13.50 to $16.50.
Q3 2025 net sales of $1.6 billion versus $1.1 billion in Q2 2025; net income per diluted share of $4.24 versus $3.18 in Q2 2025
2025 net sales guidance narrowed to $4.95 billion to $5.20 billion from $4.90 billion to $5.70 billion
2025 volume sold guidance is 16.7 GW to 17.4 GW, down from 16.7 GW to 19.3 GW
Net cash balance at September 30, 2025 was $1.5 billion, up from $0.6 billion at the end of Q2; 2025 net cash guidance raised to $1.6 billion to $2.1 billion
Twilio reported third-quarter 2025 revenue of $1.3 billion, up 15% year-over-year, with GAAP income from operations of $41 million compared with a $4.9 million loss a year earlier. The company raised its 2025 revenue growth, non-GAAP operating income and free cash flow ranges, and agreed to acquire Stytch, Inc., with closing expected in mid-November.
Non-GAAP diluted EPS was $1.25, up from $1.02 in Q3 2024; GAAP diluted EPS was $0.23 versus a loss of $0.06.
2025 non-GAAP income from operations guidance raised to $900-$910 million from $850-$875 million.
2025 free cash flow guidance raised to $920-$930 million from $875-$900 million; reported revenue growth range raised to 12.4%-12.6% from 10%-11%.
Twilio repurchased $349.8 million of Class A common stock in Q3 2025 and has about $1.3 billion of its authorization remaining.
Reddit reported third-quarter 2025 results for the period ended September 30, 2025, with revenue up 68% year-over-year to $585 million and net income of $163 million, compared with $30 million a year earlier. The company also gave fourth-quarter 2025 estimates of $655 million to $665 million in revenue and $275 million to $285 million in Adjusted EBITDA, which shareholders can compare with later results.
Revenue was $585 million, up 68% year-over-year; advertising revenue was $549 million, up 74%
Net income was $163 million versus $30 million a year earlier; diluted EPS was $0.80 versus $0.16
Q4 2025 estimates: revenue of $655 million to $665 million and Adjusted EBITDA of $275 million to $285 million
Operating cash flow was $185 million, up from $72 million a year earlier
Axos Financial reported fiscal first quarter 2026 results for the period ended September 30, 2025, with net income of $112.4 million, essentially unchanged from a year earlier, and diluted EPS of $1.94 versus $1.93. Adjusted EPS rose 5.6% to $2.07, while net interest income fell 0.3% and the provision for credit losses rose to $17.3 million, driven partly by the Verdant acquisition. Shareholders get modest EPS growth, but net interest margin narrowed to 4.75% from 4.84% in the prior quarter.
Net income was $112.4 million and diluted EPS was $1.94, compared with $112.3 million and $1.93 a year earlier.
Adjusted EPS, a non-GAAP measure, rose to $2.07 from $1.96 a year earlier.
Ending net loans were $22.6 billion at September 30, 2025, including $1.0 billion from the Verdant acquisition, which closed September 30, 2025, and $565.2 million of organic net loan growth.
Net interest margin was 4.75%, down from 4.84% in the June 30, 2025 quarter; provision for credit losses was $17.3 million versus $14.0 million a year earlier.
Merit Medical reported third-quarter 2025 revenue of $384.2 million, up 13.0%, and non-GAAP EPS of $0.92, up 6.7%, while GAAP EPS fell 3.0% to $0.46. The company raised its full-year 2025 net sales guidance to $1.502 to $1.515 billion and its non-GAAP EPS guidance to $3.66 to $3.79, and it said Martha G. Aronson has joined as President and CEO.
Q3 2025 revenue was $384.2 million, up 13.0% from $339.8 million a year earlier; constant currency revenue, organic, rose 7.8%
GAAP net income was $27.8 million, or $0.46 per diluted share, versus $28.4 million, or $0.48, in Q3 2024; non-GAAP EPS was $0.92 versus $0.86
Full-year 2025 net sales guidance rose to $1.502 to $1.515 billion from $1.495 to $1.507 billion; non-GAAP EPS guidance rose to $3.66 to $3.79 from $3.52 to $3.72
Martha G. Aronson is quoted as President and CEO, with the company referring to a transition from current leadership
Ryan Specialty reported third-quarter 2025 total revenue of $754.6 million, up 24.8% from a year earlier, and net income of $62.6 million, up 118.6%. The company also declared a $0.12 quarterly dividend and revised its full-year 2025 outlook, now guiding to double-digit organic revenue growth and an Adjusted EBITDAC margin that is flat to modestly down from 2024.
Total revenue $754.6 million, up 24.8% from $604.7 million; organic revenue growth rate 15.0%
Diluted EPS $0.20 versus $0.09; adjusted diluted EPS $0.47 versus $0.41, up 14.6%
Adjusted EBITDAC margin 31.2% versus 31.5% a year earlier; full-year 2025 margin guided flat to modestly down
Quarterly dividend of $0.12 per Class A share, payable November 25, 2025, to holders of record on November 11, 2025
PriceSmart reported fiscal fourth-quarter 2025 results for the period ended August 31, 2025, with total revenues up 8.6% to $1.33 billion and net income up 8.5% to $31.5 million. Diluted earnings per share were $1.02, compared with $0.94 a year earlier. The company also said it plans new warehouse clubs in Jamaica and the Dominican Republic, bringing its total to 59 once open.
Q4 fiscal 2025 net merchandise sales rose 9.2% to $1.30 billion; comparable net merchandise sales rose 7.5%.
Full-year fiscal 2025 net income was $147.9 million, or $4.82 per diluted share, up 6.5% from $138.9 million.
Operating income for the quarter was $52.8 million, up from $49.2 million a year earlier.
Three new clubs are planned: La Romana (spring 2026), Montego Bay (summer 2026) and South Camp Road (fall 2026).
Coinbase reported third-quarter 2025 results in a shareholder letter furnished with an 8-K on October 30, 2025. Total revenue rose 25% from the prior quarter to $1.9 billion, and net income was $433 million, compared with $75 million a year earlier. The company also gave fourth-quarter guidance and said October transaction revenue was about $385 million.
Total revenue was $1.9 billion, up 25% Q/Q; transaction revenue was $1.0 billion, up 37% Q/Q.
Net income was $433 million, versus $1,429 million in Q2 2025; Adjusted EBITDA was $801 million.
Q4 2025 outlook: subscription and services revenue of $710 million to $790 million; technology, development, and G&A expenses of $925 million to $975 million.
In October 2025, the board raised the share repurchase authorization from $1.0 billion to $2.0 billion.
ResMed reported first-quarter fiscal 2026 results with revenue up 9% to $1.3 billion and diluted earnings per share of $2.37, up 12% from $2.11 a year earlier. The company also declared a quarterly dividend of $0.60 per share, payable December 18, 2025, which is the figure shareholders will receive per common share.
Revenue rose 9% to $1.3 billion ($1,335.6 million), or 8% on a constant currency basis.
Diluted EPS was $2.37 versus $2.11; non-GAAP diluted EPS was $2.55 versus $2.20, up 16%.
Restructuring charges of $16 million were recorded following company-wide workforce planning.
Quarterly cash dividend of $0.60 per share; record date November 13, 2025; ex-dividend date November 12, 2025.
Werner Enterprises reported third quarter 2025 results, with total revenue rising 3% to $771.5 million but swinging to an operating loss of $13.0 million and a net loss attributable to Werner of $20.6 million. The results include an $18.0 million class action settlement and $3.4 million in related legal fees, which the company excluded from its non-GAAP figures, and its adjusted diluted loss was $0.03 per share.
Operating loss of $13.0 million, compared with $17.6 million of operating income in third quarter 2024; non-GAAP adjusted operating income was $10.9 million, down 50%
Net loss attributable to Werner of $20.6 million, or $0.34 per diluted share, versus net income of $6.6 million, or $0.11 per share, a year earlier
Truckload Transportation Services operating loss of $13.8 million versus $21.6 million of operating income; Werner Logistics operating income rose to $3.0 million from a $0.3 million loss
Company updated 2025 guidance, including net capital expenditures of $155 million to $175 million and an effective tax rate of 26.0% to 27.0% for fourth quarter 2025
AppFolio reported third-quarter 2025 revenue of $249 million, up 21% year over year, and diluted EPS of $0.93 versus $0.90 a year earlier. GAAP operating income fell to $35 million from $43 million, and the company reaffirmed a full-year 2025 revenue outlook of $945 million to $950 million. Separately, Chief Trust Officer Matt Mazza will leave the company on November 14, 2025.
Q3 revenue grew 21% year over year to $249 million; total units under management grew 7% to 9.1 million
GAAP operating income was $35 million (14.1% of revenue) versus $43 million (20.7%) in Q3 2024; non-GAAP operating margin was 23.5% versus 28.7%
Diluted EPS was $0.93 versus $0.90 in Q3 2024; net income was $33.6 million
FY2025 outlook: revenue of $945 million to $950 million and non-GAAP operating margin of 23.5% to 24.5%
Exponent reported third-quarter 2025 revenue of $147.1 million, up 8% from a year earlier, and net income of $28.0 million, or $0.55 per diluted share, up from $0.50. The company maintained its full-year revenue outlook, raised its full-year EBITDA margin outlook, and its board declared a $0.30 quarterly dividend and added $100 million to its share repurchase authorization. Nine-month net income and diluted EPS still declined from 2024.
Q3 2025 revenue was $147.1 million, up 8% from $136.3 million; revenues before reimbursements rose 10% to $137.1 million.
Q3 2025 net income was $28.0 million, or $0.55 per diluted share, versus $26.0 million, or $0.50, in Q3 2024.
Nine-month net income fell to $81.2 million, or $1.58 per diluted share, from $85.4 million, or $1.66, a year earlier.
Board declared a $0.30 quarterly dividend payable December 19, 2025 to holders of record December 5, 2025, and added $100 million to the repurchase authority, on top of $21.6 million available as of October 3, 2025.
Hub Group reported third quarter 2025 results on October 30, 2025. Revenue fell 5% to $934 million amid softer freight demand, while GAAP diluted EPS rose to $0.47 from $0.39 and adjusted EPS fell to $0.49 from $0.52. The company also gave a 2025 diluted EPS outlook of $1.80 to $1.90, and the filing does not state how that compares with prior guidance.
Revenue of $934 million, down 5% from $987 million a year earlier; Logistics segment revenue fell to $402 million from $461 million.
GAAP diluted EPS of $0.47 versus $0.39 a year earlier; adjusted EPS (non-GAAP) of $0.49 versus $0.52.
2025 outlook: diluted EPS of $1.80 to $1.90 and revenue of approximately $3.6 billion to $3.7 billion.
Closed acquisitions of Marten Transport Intermodal assets and SITH, LLC; net debt/EBITDA was 0.4x as of September 30, 2025.
Weyerhaeuser reported third quarter 2025 net earnings of $80 million, or $0.11 per diluted share, up from $28 million a year earlier, on net sales of $1.7 billion. Adjusted EBITDA fell to $217 million from $236 million a year earlier, and the company said special items, including a $40 million after-tax benefit, boosted reported earnings. For shareholders, the results combine higher reported profit with lower core cash earnings and a company forecast of lower fourth quarter Timberlands earnings.
Net earnings before special items were $40 million, or $0.06 per diluted share, versus $35 million a year earlier
Adjusted EBITDA was $217 million, down from $336 million in the second quarter of 2025 and $236 million in the third quarter of 2024
Timberlands fourth quarter earnings before special items are expected to be about $30 million lower than the third quarter
Year-to-date share repurchases totaled $150 million through the third quarter
Roku reported third-quarter 2025 total net revenue of $1.211 billion, up 14% year over year, and income from operations of $9.5 million, compared with a loss of $35.8 million a year earlier. The company raised its full-year 2025 Platform revenue outlook to $4.11 billion and Adjusted EBITDA outlook to $395 million, and repurchased $50 million of common stock.
Platform revenue was $1.065 billion, up 17% year over year; Devices revenue was $146 million, down 5%.
Net income was $24.8 million for the quarter, compared with a net loss of $9.0 million a year earlier.
Full-year 2025 Platform revenue outlook raised to $4.11 billion; Q4 2025 total net revenue expected at approximately $1.35 billion.
Columbia Sportswear reported third quarter 2025 net sales of $943.4 million, up 1%, while operating income fell 40% to $67.4 million and diluted earnings per share fell to $0.95 from $1.56. The results include $29.0 million of impairment charges tied to prAna and Mountain Hardwear, and the company updated its full year 2025 outlook, which now calls for diluted earnings per share of $2.55 to $2.85 compared with $3.82 in 2024.
Q3 net sales were $943.4 million, up 1% from $931.8 million; the filing says growth was flat on a constant-currency basis
Q3 operating income was $67.4 million versus $112.5 million a year earlier, including $29.0 million of impairment charges for prAna and Mountain Hardwear
Full year 2025 diluted EPS outlook is $2.55 to $2.85, including a $0.46 negative impact from the impairment charges, versus $3.82 in 2024
Board declared a quarterly dividend of $0.30 per share, payable December 4, 2025 to holders of record on November 20, 2025
OSI Systems reported fiscal first-quarter 2026 results for the quarter ended September 30, 2025, with revenue of $385 million, up 12% from a year earlier, and non-GAAP diluted EPS of $1.42, up 14%. The company raised its fiscal 2026 revenue guidance to $1.825 billion to $1.867 billion and its non-GAAP EPS guidance to $10.20 to $10.48, both higher than its prior ranges.
Revenue was $384.6 million, up from $344.0 million a year earlier; GAAP diluted EPS was $1.18, up from $1.05.
Non-GAAP diluted EPS was $1.42, up from $1.25 a year earlier; GAAP net income was $20.6 million, up from $17.9 million.
Fiscal 2026 revenue guidance was raised to $1.825 billion to $1.867 billion from $1.805 billion to $1.850 billion.
Fiscal 2026 non-GAAP EPS guidance was raised to $10.20 to $10.48 from $10.11 to $10.39; operating cash flow was $17.1 million, compared with negative $37.2 million a year earlier.
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