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).
Ares Management reported third-quarter 2025 results on November 3, 2025, with GAAP net income attributable to Ares of $288.9 million, or $1.15 per share, compared with $118.5 million, or $0.55 per share, a year earlier. The company also declared a $1.12 quarterly dividend per Class A share and said it now expects to meaningfully exceed its previous annual fundraising record of $93 billion this year.
GAAP net income attributable to Ares was $288.9 million, or $1.15 per share, for Q3 2025, versus $118.5 million, or $0.55 per share, in Q3 2024.
After-tax realized income was $425.8 million, or $1.19 per share of Class A common stock, up from $316.0 million, or $0.95 per share, a year earlier.
Ares raised $30.9 billion in the quarter and has $149.5 billion of available capital as of September 30, 2025.
Quarterly dividend of $1.12 per Class A share is payable December 31, 2025, to holders of record as of December 17, 2025.
DTE Energy furnished unaudited quarterly financial statements for its subsidiary DTE Gas Company for the quarter ended September 30, 2025. DTE Gas reported a third-quarter net loss of $36 million on operating revenues of $207 million, both weaker than a year earlier, but nine-month net income rose to $175 million on revenues of $1.388 billion. The filing covers a subsidiary, not DTE Energy's consolidated results.
Q3 2025 operating revenues were $207 million, down from $230 million in Q3 2024.
Q3 2025 net loss was $36 million, compared with a net loss of $11 million in Q3 2024.
Nine months ended September 30, 2025: operating revenues of $1.388 billion (up from $1.220 billion) and net income of $175 million (up from $155 million).
Financial statements were posted to DTE Energy's website on October 31, 2025 and furnished as Exhibit 99.1.
Middlesex Water reported third quarter 2025 results with diluted EPS of $0.77, down from $0.80 a year earlier, and operating revenues of $54.1 million, down $1.0 million, which it attributed to lower consumption from unfavorable weather. The company also raised its quarterly dividend 5.88% to $0.36 per share and signed an agreement to buy Pinewood Acres water utility assets in Delaware, which matters to shareholders because the earnings decline is the headline measure while the dividend increase and acquisition are secondary.
Q3 2025 diluted EPS was $0.77 versus $0.80 in Q3 2024; net income was $14.0 million versus $14.3 million.
Operating revenues were $54.1 million, down $1.0 million from $55.1 million, due to lower consumption driven by unfavorable weather.
Quarterly dividend raised 5.88% to $0.36 per share, payable December 1, 2025, for an annual rate of $1.44.
Asset purchase agreement to acquire Pinewood Acres water utility assets in Delaware for $0.2 million, serving about 350 customers.
Standex International reported first-quarter fiscal 2026 results for the quarter ended September 30, 2025, with net sales up 27.6% year over year to $217.4 million and adjusted diluted EPS up 8.2% to $1.99. GAAP diluted EPS fell 18.3% to $1.25, and the company raised its fiscal 2026 sales growth outlook to more than $110 million from more than $100 million.
Q1 fiscal 2026 net sales were $217.4 million, up 27.6% from $170.5 million a year earlier.
Adjusted diluted EPS was $1.99, up from $1.84; GAAP diluted EPS was $1.25, down from $1.53.
Fiscal 2026 revenue growth outlook raised to over $110 million, from over $100 million previously.
Free cash flow was $10.4 million, compared with $10.8 million a year earlier; about $8 million of debt was repaid.
Gaming and Leisure Properties reported third-quarter 2025 revenue of $397.6 million, up from $385.3 million a year earlier, and net income of $248.5 million, up from $190.1 million. The company also narrowed its full-year 2025 AFFO guidance to $1.115 billion to $1.118 billion from $1.112 billion to $1.118 billion, raising the low end of the range.
Q3 2025 AFFO was $282.0 million, or $0.97 per diluted share and OP/LTIP unit, versus $268.2 million, or $0.95, in Q3 2024.
Q3 2025 net income per diluted common share was $0.85, compared with $0.67 a year earlier.
Full-year 2025 AFFO guidance is $1.115 billion to $1.118 billion, or $3.86 to $3.88 per diluted share and OP/LTIP unit.
Subsequent to quarter end, the company closed on the $183.75 million acquisition of Sunland Park Racetrack and Casino on October 15, 2025.
RBC Bearings reported fiscal second quarter 2026 results for the quarter ended September 27, 2025. Net sales rose 14.4% to $455.3 million, and GAAP diluted EPS was $1.90 versus $1.65 a year earlier. The company expects third quarter fiscal 2026 net sales of $454.0 million to $462.0 million, growth of 15.1% to 17.1%.
Net sales $455.3 million, up 14.4% from $397.9 million; Aerospace/Defense up 38.8%, Industrial up 0.7%
GAAP diluted EPS $1.90 vs. $1.65 last year; adjusted diluted EPS $2.88 vs. $2.29
Third quarter fiscal 2026 net sales outlook $454.0 million to $462.0 million
Backlog $1.6 billion as of September 27, 2025, up from $1.0 billion on June 28, 2025
Standard Motor Products reported third-quarter 2025 net sales of $498.8 million, up 24.9% from $399.3 million a year earlier, and raised its full-year sales growth guidance to the low-to-mid 20% range. However, a $34.2 million loss from discontinued operations left the company with a third-quarter net loss attributable to SMP of $4.3 million, which shareholders should weigh against the higher sales and earnings from continuing operations.
Third-quarter net sales were $498.8 million, up 24.9%, or 3.8% excluding Nissens.
GAAP diluted EPS from continuing operations was $1.32 versus $1.20; non-GAAP diluted EPS was $1.36 versus $1.28.
Third-quarter net loss attributable to SMP was $4.3 million, including a $34.2 million loss from discontinued operations.
Full-year sales growth guidance was raised to the low-to-mid 20% range from the low 20% range; adjusted EBITDA margin outlook is 10.5% to 11%, narrowed from 10% to 11%.
Portland General Electric reported third quarter 2025 results, with total revenues of $952 million, up from $929 million a year earlier, and GAAP net income of $103 million, or $0.94 per diluted share, versus $0.90 in the third quarter of 2024. The company reaffirmed its full-year 2025 adjusted earnings guidance of $3.13 to $3.33 per diluted share, so shareholders see improved quarterly earnings with no change to the annual outlook.
Total revenues were $952 million for the third quarter of 2025, compared with $929 million a year earlier.
GAAP net income was $103 million, or $0.94 per diluted share; non-GAAP net income was $110 million, or $1.00 per diluted share.
2025 adjusted earnings guidance of $3.13 to $3.33 per diluted share was reaffirmed.
The board approved a quarterly common stock dividend of $0.525 per share, payable on or before January 15, 2026.
AGCO reported third-quarter 2025 net sales of $2.5 billion, down 4.7% from a year earlier, while adjusted earnings per share rose to $1.35 from $0.68. The company raised its full-year adjusted EPS outlook to approximately $5.00 and plans $300 million in share repurchases starting in the fourth quarter, funded by $230 million in after-tax proceeds from the TAFE stake sale. Reported diluted EPS of $4.09 was boosted by a $208.4 million other income item, and the filing shows lower sales in North America and South America.
Q3 net sales $2.5 billion, down 4.7% year over year; excluding currency translation, down 8.4%
Q3 adjusted EPS $1.35 versus $0.68; reported diluted EPS $4.09 versus $0.40
Full-year 2025 adjusted EPS outlook approximately $5.00; full-year net sales outlook approximately $9.8 billion
$300 million in share repurchases to start in Q4 2025, funded by $230 million after-tax TAFE sale proceeds
Arbor Realty Trust reported third-quarter 2025 GAAP net income attributable to common stockholders of $38.5 million, or $0.20 per diluted share, down from $0.31 a year earlier, and distributable earnings of $0.35 per diluted share versus $0.43. The company declared a $0.30 quarterly dividend, below the $0.43 declared for the same quarter last year, and results included a $48.0 million cash gain from an equity investment.
GAAP net income attributable to common stockholders was $38.5 million, or $0.20 per diluted share, versus $58.2 million, or $0.31, in the third quarter of 2024.
Distributable earnings were $72.9 million, or $0.35 per diluted share, versus $88.2 million, or $0.43, a year earlier.
Board declared a $0.30 per share quarterly dividend, payable November 26, 2025, to holders of record on November 14, 2025; the third quarter of 2024 dividend was $0.43 per share.
The quarter included a $48.0 million cash gain from one equity investment asset and a $17.5 million net provision for loan losses.
Grainger reported third-quarter 2025 net sales of $4.7 billion, up 6.1%, and narrowed its full-year 2025 adjusted diluted EPS range to $39.00 to $39.75. Reported diluted EPS fell 38.0% to $6.12 because of a $196 million asset impairment loss and other expenses tied to the company's intended exit from the U.K. market, including the planned divestiture of Cromwell. Adjusted diluted EPS rose 3.4% to $10.21, so shareholders face a mixed picture of stronger sales and adjusted earnings against a sharp drop in reported profit.
Q3 2025 net sales were $4.7 billion, up 6.1%, or 5.4% on a daily, constant currency basis
Reported diluted EPS was $6.12, down 38.0%; adjusted diluted EPS was $10.21, up 3.4%
Reported operating margin was 11.0%, down 460 basis points; adjusted operating margin was 15.2%, down 40 basis points
Updated 2025 adjusted diluted EPS guidance is $39.00 to $39.75, narrowed from $38.50 to $40.25 as of August 1, 2025
WisdomTree reported third-quarter 2025 operating revenues of $125.6 million, up 11.5% from the prior quarter and 11.0% from a year earlier, with GAAP net income of $19.7 million, or $0.13 per diluted share, after a $13.0 million loss on convertible note repurchases. The board also raised the total share repurchase authorization to $250.0 million, which expires on April 27, 2028, and declared a $0.03 quarterly dividend.
Q3 2025 operating revenues were $125.6 million, up 11.5% from Q2 2025 and up 11.0% from Q3 2024
GAAP diluted EPS was $0.13 versus $0.17 in Q2 2025; adjusted diluted EPS was $0.23, including a $13.0 million loss on extinguishment of convertible notes
Board approved a $190.0 million increase to the repurchase program, bringing the total to $250.0 million, expiring April 27, 2028
Quarterly dividend of $0.03 per share is payable November 26, 2025 to holders of record as of November 12, 2025
Colgate-Palmolive reported third quarter 2025 net sales of $5.1 billion, up 2.0%, and GAAP diluted EPS of $0.91, up 1%, though organic sales rose only 0.4%. The company lowered its full-year organic sales growth outlook to 1% to 2% from the low end of 2% to 4%, kept its EPS outlook, and disclosed a three-year productivity program with $200 million to $300 million of pre-tax charges, substantially all incurred by December 31, 2028.
Q3 2025 net sales $5,131 million, up 2.0%; organic sales up 0.4%
GAAP diluted EPS $0.91 versus $0.90 a year earlier; GAAP gross profit margin 59.4%, down 170 basis points
Full-year 2025 organic sales growth now expected at 1% to 2%, versus the low end of 2% to 4% previously; EPS still expected up low single digits
Strategic Growth and Productivity Program: cumulative pre-tax charges of $200 million to $300 million, with about 75% to 85% expected to be cash expenditures
Madison Square Garden Sports Corp. reported fiscal first-quarter 2026 results for the period ended September 30, 2025, with revenue down $13.9 million, or 26%, from the prior year period. The operating loss widened to $27.4 million from $8.3 million, and the net loss was $8.8 million, or $0.37 per share, compared with $0.31 per share a year earlier.
Revenue of $39.5 million, down $13.9 million (26%), mainly from lower league distributions of $11.4 million and local media rights fees down $2.3 million
Operating loss of $27.4 million versus $8.3 million a year earlier; adjusted operating loss of $20.8 million versus $2.3 million
Net loss of $8.8 million, or $0.37 per share, versus a net loss of $7.5 million, or $0.31 per share, a year earlier
Combined average season ticket renewal rate for the Knicks and Rangers is approximately 94% for the 2025-26 seasons
CubeSmart reported third-quarter 2025 results on October 30, 2025. Diluted EPS fell to $0.36 from $0.44 and FFO, as adjusted, per diluted share fell 3.0% to $0.65, while total revenues rose to $285.1 million from $270.9 million. The CFO said stabilizing trends positioned the company to further increase the midpoints of its full-year FFO per share and same-store guidance ranges, and the company set 2025 diluted EPS guidance at $1.46 to $1.50.
Diluted EPS attributable to common shareholders was $0.36 versus $0.44 a year earlier; FFO, as adjusted, per diluted share was $0.65 versus $0.67.
Same-store NOI fell 1.5% to $166.5 million, with same-store revenues down 1.0% and period-end occupancy at 89.0% versus 90.2%.
Total revenues rose to $285.1 million from $270.9 million, while interest expense on loans increased to $29.4 million from $22.8 million.
2025 guidance: diluted EPS of $1.46 to $1.50 and FFO, as adjusted, per diluted share of $2.56 to $2.60; prior ranges are not stated in the filing.
Dominion Energy reported third-quarter 2025 operating earnings of $921 million ($1.06 per share), up from $836 million ($0.98 per share) a year earlier, and GAAP net income of $1.0 billion ($1.16 per share). The company narrowed its 2025 operating earnings guidance to $3.33 to $3.48 per share, keeping the $3.40 midpoint, and expects to finish at or above that midpoint assuming normal weather.
Q3 2025 revenue was $4,527 million, up from $3,941 million in Q3 2024.
Q3 2025 GAAP net income attributable to Dominion Energy was $1,006 million ($1.16 per share), versus $934 million ($1.09 per share) a year earlier.
2025 operating EPS guidance narrowed to $3.33 to $3.48, preserving the $3.40 midpoint; long-term operating EPS growth of 5% to 7% through 2029 was reaffirmed.
Cboe reported third-quarter 2025 net revenue of $605.5 million, up 14%, and diluted EPS of $2.85, up 38% from a year earlier. The company raised its 2025 organic total net revenue growth guidance and lowered its adjusted operating expense guidance, and it also announced a realignment that includes a sales process for Cboe Australia and Cboe Canada.
Q3 2025 net revenue $605.5 million, up 14%; diluted EPS $2.85, up 38%; adjusted diluted EPS $2.67, up 20%
2025 organic total net revenue growth guidance raised to 'low double-digit to mid-teens' from 'high single-digit'
2025 adjusted operating expense guidance lowered to $827 million to $842 million from $832 million to $847 million
Sales process begun for Cboe Australia and Cboe Canada; annualized run-rate impact estimated at roughly 3% lower net revenue and 8-10% lower adjusted operating expenses
Sensient Technologies reported third-quarter 2025 revenue of $412.1 million, up 5.0% from a year earlier, with reported operating income up 14.2% to $57.7 million. The company raised its 2025 local currency adjusted EBITDA growth outlook to double digits from high single digits, while GAAP diluted EPS guidance of $3.13 to $3.23 was unchanged.
Q3 2025 revenue $412.1 million, up 5.0% from $392.6 million; up 3.5% in local currency
Q3 diluted EPS 87 cents versus 77 cents, up 13.0%; Portfolio Optimization Plan costs were $3.3 million pre-tax
2025 local currency adjusted EBITDA outlook raised to double-digit growth from high single-digit growth
GAAP diluted EPS guidance unchanged at $3.13 to $3.23, including about 28 cents of Portfolio Optimization Plan costs
TXNM Energy reported third quarter 2025 results, with GAAP diluted earnings per share of $1.22 versus $1.45 a year earlier and ongoing diluted EPS of $1.33 versus $1.43. Electric operating revenues rose to $647.2 million from $569.3 million, but the company said it is not affirming its previously issued 2025 earnings guidance and does not plan to issue revised guidance during the pending Blackstone Infrastructure acquisition, which shareholders approved on August 28, 2025.
GAAP diluted EPS was $1.22 in Q3 2025 versus $1.45 in Q3 2024; ongoing diluted EPS was $1.33 versus $1.43.
Electric operating revenues were $647.2 million versus $569.3 million, while GAAP net earnings attributable to TXNM were $130.7 million versus $131.2 million.
TXNM is not affirming its 2025 earnings guidance and does not plan to issue revised guidance during the pending transaction.
The Blackstone Infrastructure deal at $61.25 per share is expected to close in the second half of 2026, subject to regulatory approvals.
Church & Dwight reported third-quarter 2025 net sales of $1,585.6 million, up 5.0%, and reported EPS of $0.75 versus a loss of $0.31 a year earlier. The company raised its 2025 reported sales growth outlook to approximately 1.5% and its adjusted EPS outlook to approximately $3.49, and it now expects about $1.2 billion of cash from operations.
Q3 net sales $1,585.6 million, up 5.0%; organic sales up 3.4%
Reported EPS $0.75 versus a loss of $0.31 in Q3 2024; adjusted EPS $0.81, up 2.5%
2025 adjusted EPS now approximately $3.49, versus prior midpoint of $3.47
Share repurchases of $300 million in Q3 and $600 million year to date
Piper Sandler reported record third-quarter 2025 net revenues of $479 million, up 21% from the second quarter and 33% from the year-earlier quarter, with diluted EPS of $3.38 versus $1.96 a year earlier. The company also declared a $0.70 quarterly dividend, payable December 12, 2025, and reported that corporate financing revenues rose sharply on higher equity financing activity.
Q3 2025 net revenues of $479 million, up 21% from Q2 2025 and 33% from Q3 2024
Diluted EPS of $3.38 (GAAP) versus $2.38 in Q2 2025 and $1.96 in Q3 2024; adjusted diluted EPS of $3.82
Quarterly dividend of $0.70 per share declared October 31, 2025, payable December 12, 2025 to holders of record November 25, 2025
Acquisition of G Squared Capital Partners completed September 12, 2025
Lear reported third-quarter 2025 sales of $5.7 billion, up 2% from a year earlier, while net income fell to $108 million from $136 million and diluted EPS fell to $2.02 from $2.41. The company raised the midpoint of its full-year free cash flow outlook, now $475 million to $525 million, but said significant lost production at a key customer prevented it from raising its revenue and operating income outlook.
Sales were $5.7 billion ($5,679.8 million), up 2% from $5.6 billion; excluding commodities, foreign exchange, tariff recoveries and acquisitions and divestitures, sales fell 1%.
Net income was $108 million vs. $136 million a year earlier; adjusted EPS was $2.79 vs. $2.89.
Free cash flow was $307 million vs. $51 million in the third quarter of 2024; full-year 2025 free cash flow outlook is $475 million to $525 million.
Lear repurchased $100 million of its shares during the quarter.
T. Rowe Price reported third-quarter 2025 results with net revenues of $1.9 billion, up 6.0% from a year earlier, and diluted EPS of $2.87 versus $2.64. Ending assets under management reached $1.77 trillion, but the firm recorded net client outflows of $7.9 billion and a $28.5 million restructuring charge tied to a July workforce action. For shareholders, the headline profit and revenue measures improved, while the firm returned $442 million through dividends and buybacks.
Net revenues were $1,893.5 million, up 6.0% from Q3 2024; net income attributable to the firm was $646.1 million, up 7.1%
Diluted EPS was $2.87 versus $2.64 a year earlier; adjusted diluted EPS was $2.81 versus $2.57
Ending AUM was $1.77 trillion, including $90.4 billion of AUM growth in the quarter and a $9.2 billion addition of managed account model delivery assets
Net client outflows were $7.9 billion, and a $28.5 million restructuring charge was recorded for severance tied to the July workforce action
nVent reported third-quarter 2025 net sales of $1.1 billion, up 35%, and GAAP diluted EPS from continuing operations of $0.73, up 55%. The company raised its full-year 2025 reported sales growth and EPS guidance, which gives shareholders a higher outlook, though adjusted return on sales fell 130 basis points year over year.
Q3 net sales $1,054 million, up 35% (organic growth 16%); Systems Protection up 50%, Electrical Connections up 11%
Q3 GAAP diluted EPS $0.73 vs. $0.47 a year earlier; adjusted EPS $0.91, up 44%
Full-year 2025 GAAP EPS guidance raised to $2.57 to $2.59 from $2.48 to $2.56; adjusted EPS to $3.31 to $3.33 from $3.22 to $3.30
Fourth-quarter 2025 GAAP EPS estimated at $0.67 to $0.69; adjusted EPS at $0.87 to $0.89
LyondellBasell reported a third-quarter 2025 net loss of $890 million, or $2.77 per diluted share, driven by $1.2 billion of non-cash asset write-downs. Excluding identified items, diluted earnings were $1.01 per share, down from $1.91 a year earlier, and sales were $7.7 billion versus $8.6 billion in the third quarter of 2024. The company also signed a sale and purchase agreement on October 29, 2025 to sell four European olefins and polyolefins sites, with closing expected in the first half of 2026.
Q3 2025 net loss $890 million; EBITDA $(480) million, or $835 million excluding identified items
Sales and other operating revenues $7.7 billion, versus $8.6 billion in Q3 2024
Sale of European assets (Carrington, Tarragona, Münchsmünster, Berre l’Etang) agreed with AEQ Amethyst B.V.; closing expected in first half of 2026
Cash improvement plan on track for $600 million target in 2025; cash from operations $983 million
Aon reported third-quarter 2025 results on October 31, 2025. Revenue rose 7% to $4.0 billion and diluted EPS rose 34% to $2.11, while adjusted EPS rose 12% to $3.05. The company said it remains confident in achieving its full-year 2025 financial guidance.
Total revenue was $4.0 billion, up 7%, including 7% organic revenue growth.
Diluted EPS was $2.11 versus $1.57; adjusted EPS was $3.05 versus $2.72, up 12%.
Operating margin was 20.4% versus 16.7%; adjusted operating margin was 26.3% versus 24.6%.
The company repurchased 0.7 million shares for about $250 million and had about $1.6 billion of remaining authorization at September 30, 2025.
Newell Brands reported third quarter 2025 results, with net sales down 7.2% to $1.8 billion and core sales down 7.4%, while GAAP net income was $21 million versus a $198 million loss a year earlier. The company also updated its full year 2025 outlook, including normalized diluted EPS of $0.56 to $0.60 and an estimated incremental cash tariff cost of approximately $180 million compared with 2024.
Q3 net sales were $1.8 billion, down 7.2%; core sales fell 7.4% and the Home & Commercial Solutions segment core sales fell 9.8%.
Diluted EPS was $0.05 versus a loss of $0.48 a year earlier; normalized diluted EPS was $0.17 versus $0.16.
Full year 2025 outlook: net sales down (5.0%) to (4.5%), normalized EPS $0.56 to $0.60, operating cash flow $250 million to $300 million.
Year-to-date operating cash flow was $103 million versus $346 million in the prior year period; debt outstanding was $4.8 billion at quarter end.
Proto Labs reported record third quarter 2025 revenue of $135.4 million, up 7.8% from a year earlier, while GAAP and non-GAAP earnings per share were flat at $0.30 and $0.47. The company guided fourth quarter 2025 revenue to $125.0 million to $133.0 million, below the third quarter level, with non-GAAP diluted EPS of $0.30 to $0.38.
Q3 2025 revenue $135.4 million, up 7.8% from $125.6 million; CNC Machining revenue rose to $63.0 million from $53.3 million
GAAP diluted EPS $0.30 vs $0.29 a year earlier; non-GAAP diluted EPS $0.47, unchanged
Adjusted EBITDA $21.1 million (15.6% margin) vs $21.9 million (17.4% margin) in Q3 2024
Q4 2025 outlook: revenue $125.0 million to $133.0 million; GAAP diluted EPS $0.12 to $0.20
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.
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