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).
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.
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%.
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
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
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.
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.
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.
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
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
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.
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.
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
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.
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
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%
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
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
Provident Financial Services reported third-quarter 2025 net income of $71.7 million, or $0.55 a share, flat with the prior quarter's $0.55 but down from $72.0 million in net income. Revenue rose to $221.8 million from $214.2 million, which the company described as a record, so the quarter shows higher revenue alongside slightly lower profit compared with the second quarter.
Net income $71.7 million, or $0.55 per share, for the three months ended September 30, 2025, versus $72.0 million, or $0.55 per share, in the June quarter
Revenue $221.8 million, including net interest income of $194.3 million and non-interest income of $27.4 million, versus $214.2 million in the prior quarter
Net interest margin rose 7 basis points to 3.43%; provision for credit losses was $7.0 million, versus a $2.9 million benefit in the prior quarter
Tangible book value per share increased 3.6% to $15.13 as of September 30, 2025
NorthWestern Energy reported third-quarter 2025 results, with revenue up to $387.0 million from $345.2 million but GAAP net income down to $38.2 million from $46.8 million, largely due to merger-related costs and higher interest expense. The company affirmed its 2025 non-GAAP EPS guidance of $3.53 to $3.65 per diluted share and said the pending Black Hills merger is expected to close in the second half of 2026.
Q3 revenue $387.0 million vs. $345.2 million a year earlier; GAAP diluted EPS $0.62 vs. $0.76
Adjusted non-GAAP diluted EPS $0.79 vs. $0.65; merger-related costs were $7.6 million in the quarter
2025 EPS guidance of $3.53 to $3.65 affirmed; $531 million 2025 capital plan affirmed
Quarterly dividend of $0.66 per share declared, payable December 31, 2025, to holders of record December 15, 2025
Trinity Industries reported third-quarter 2025 revenue of $454.1 million, down from $798.8 million a year earlier, as external railcar deliveries fell. Diluted earnings per share from continuing operations were $0.38, compared with $0.44, and the company raised and tightened its full-year 2025 EPS guidance to $1.55 to $1.70. Shareholders face weaker quarterly results alongside a higher full-year profit outlook.
Revenue was $454.1 million versus $798.8 million; Rail Products Group revenue was $278.8 million versus $603.2 million.
Diluted EPS from continuing operations was $0.38 versus $0.44; net income attributable to Trinity was $30.3 million versus $31.4 million.
2025 EPS guidance was raised and tightened to $1.55 to $1.70, excluding items outside the core business.
Railcar deliveries were 1,680 versus 4,360; backlog was $1.8 billion at quarter-end.
California Water Service Group reported third-quarter 2025 results, with revenue up 3.9% to $311.2 million and net income of $61.2 million, or $1.03 per diluted share, roughly flat with the prior-year quarter. Nine-month GAAP net income fell 31.8% to $116.7 million, mainly because the prior year included $64.0 million of after-tax 2023 interim rate relief, while the company also declared its 323rd consecutive quarterly dividend of $0.30 per share.
Q3 2025 revenue was $311.2 million, up $11.6 million or 3.9% from $299.6 million in Q3 2024.
Q3 2025 net income was $61.2 million and diluted EPS was $1.03, consistent with Q3 2024.
Year-to-date GAAP net income was $116.7 million, or $1.96 per diluted share, versus $2.93 a year earlier; non-GAAP net income rose 9.9%.
The Board declared a quarterly dividend of $0.30 per share, and in the third quarter Cal Water's 2024 General Rate Case interim increases were authorized effective January 1, 2026.
Medical Properties Trust reported a third-quarter 2025 net loss of $78 million ($0.13 per share), much narrower than the $801 million loss a year earlier, while normalized funds from operations (NFFO) fell to $77 million ($0.13 per share) from $94 million ($0.16). The board also approved a stock repurchase program of up to $150 million, which the company is under no obligation to use.
Third-quarter total revenues were $237.5 million, up from $225.8 million a year earlier.
Third-quarter NFFO was $77 million ($0.13 per share), down from $94 million ($0.16 per share) in the 2024 period.
The net loss includes about $82 million in impairment charges, primarily related to Prospect Medical Group bankruptcy transactions.
On October 28, 2025, the board approved a repurchase program for up to $150 million of common stock.
Patrick Industries reported third quarter 2025 results on October 30, 2025. Net sales rose 6% to $976 million, driven by acquisitions and organic growth, but operating income fell to $66 million from $74 million and diluted EPS fell to $1.01 from $1.20, so headline revenue and profit moved in opposite directions. The company said the margin decline was partly due to temporary factors, including model-year changeover inefficiencies.
Net sales increased 6% to $976 million; revenue rose in all four primary end markets.
Operating income was $66 million versus $74 million; operating margin was 6.8% versus 8.1%.
Net income was $35 million, or $1.01 per diluted share, versus $41 million, or $1.20 per diluted share, a year earlier.
Year-to-date operating cash flow was $199 million versus $224 million; total net leverage ratio was 2.8x.
BorgWarner reported third-quarter 2025 net sales of $3,591 million, up 4.1%, and adjusted earnings of $1.24 per diluted share, up 14%. GAAP earnings fell to $0.73 per diluted share from $1.08, after $0.51 per share of non-comparable items, including a legal settlement and accelerated depreciation. The company raised its full-year 2025 adjusted EPS guidance to $4.60 to $4.75 from $4.45 to $4.65, which matters to shareholders because it signals stronger expected profitability for the year.
Q3 2025 GAAP net earnings were $158 million, or $0.73 per diluted share, versus $242 million, or $1.08, in Q3 2024
Q3 adjusted EPS of $1.24 rose about 14% from $1.09; non-comparable items included a $38 million legal settlement
Full-year 2025 adjusted EPS guidance raised to $4.60 to $4.75; GAAP EPS guidance set at $3.52 to $3.63
Company returned $136 million to stockholders in Q3, including about $100 million of share buybacks and a $36 million dividend
Insight Enterprises reported third-quarter 2025 results with net sales down 4% year over year to $2.0 billion, while gross margin rose 100 basis points to 21.7%. GAAP net earnings fell 12% to $50.9 million, which the company attributed mainly to higher interest expense on a larger ABL facility loan balance, but adjusted diluted earnings per share rose 11% to $2.43. The company also gave a full-year 2025 adjusted diluted EPS outlook of $9.60 to $9.90.
Q3 net sales fell 4% to $2,003.8 million; software product sales fell 19% and hardware product sales rose 1%.
GAAP diluted EPS rose 7% to $1.62, while GAAP net earnings fell 12% to $50.9 million.
Full-year 2025 outlook: adjusted diluted EPS of $9.60 to $9.90 and gross margin of approximately 21%.
Cash flows provided by operating activities were $249.1 million in the quarter, per the press release.
Acadian Asset Management Inc. reported third-quarter 2025 revenue up 17.1% to $144.2 million, while U.S. GAAP diluted EPS fell 6.7% to $0.42 and its non-GAAP ENI diluted EPS rose 29% to $0.76. The company also entered new credit agreements and announced the full redemption of its $275 million 4.800% Senior Notes, to be funded in part by a new $200 million term loan, which matters to shareholders because it changes the company's debt structure.
Q3 2025 revenue rose 17.1% to $144.2 million; U.S. GAAP net income attributable to controlling interests fell 10.7% to $15.1 million
ENI diluted EPS rose 29% to $0.76 versus $0.59 in Q3 2024; AUM was $166.4 billion at September 30, 2025
On October 28, 2025, Acadian LLC entered a $200 million delayed draw term loan and a $175 million revolving credit facility, both maturing October 28, 2028
Full redemption of $275 million 4.800% Senior Notes due July 27, 2026 is expected on December 1, 2025
Upbound Group reported third quarter 2025 revenue of $1,164.7 million, up 9.0% year over year, driven mainly by the Brigit acquisition. GAAP net earnings fell to $13.2 million from $30.9 million, while non-GAAP diluted EPS rose to $1.00 from $0.95. The company lowered its FY 2025 Adjusted EBITDA guidance to $500 million to $510 million from $515 million to $535 million and narrowed its non-GAAP diluted EPS guidance to $4.05 to $4.15 from $4.05 to $4.40.
Consolidated revenue of $1,164.7 million, up 9.0% year over year; Acima revenue up 10.4% to $625.3 million
GAAP net earnings of $13.2 million and GAAP diluted EPS of $0.22, versus $30.9 million and $0.55 a year earlier
FY 2025 Adjusted EBITDA guidance cut to $500 million to $510 million; non-GAAP diluted EPS guidance top end lowered to $4.15 from $4.40
Year-to-date net cash provided by operating activities of approximately $264 million, up approximately $97 million year over year
International Paper reported a third-quarter 2025 loss from continuing operations of $(426) million, or $(0.81) per diluted share, compared with earnings of $111 million a year earlier. Net sales rose to $6.2 billion from $3.98 billion, reflecting the DS Smith acquisition, while the company recorded $675 million of accelerated depreciation tied to mill closures and 80/20 strategic actions. The company said it will provide updated guidance and adjust its 2025 full-year target on its earnings call, so shareholders will see the revised outlook at that time.
Q3 2025 loss from continuing operations of $(426) million, or $(0.81) per diluted share, versus earnings of $111 million in Q3 2024
Q3 2025 net sales of $6.2 billion, up from $3.98 billion in Q3 2024; adjusted operating loss of $(224) million, or $(0.43) per share
Adjusted EBITDA from continuing operations of $859 million, up from $670 million in Q2 2025 and $366 million in Q3 2024
Net loss of $(1.10) billion includes a $676 million after-tax loss from discontinued operations, mainly the $1.0 billion pre-tax impairment on the Global Cellulose Fibers business
SiriusXM reported third-quarter 2025 revenue of $2.16 billion, down 1% from a year earlier, and net income of $297 million, compared with a net loss of $2.96 billion in the prior-year quarter that included a $3.36 billion noncash goodwill impairment. The company raised its 2025 guidance for revenue, adjusted EBITDA and free cash flow by $25 million each, while adjusted EBITDA for the quarter fell 2% year over year.
Q3 2025 revenue was $2.16 billion, down 1% from the prior-year period; diluted EPS was $0.84 versus a loss of $8.74 a share a year earlier.
Adjusted EBITDA was $676 million, down from $693 million, with a 31% margin.
2025 guidance now calls for total revenue of about $8.525 billion, adjusted EBITDA of about $2.625 billion and free cash flow of about $1.225 billion.
In Q3 the company returned $111 million to shareholders through $91 million in dividends and $20 million in buybacks, and reduced debt by $120 million.
LKQ reported third quarter 2025 revenue of $3,499 million, up 1.3%, after closing the sale of its Self Service segment on September 30, 2025. Diluted earnings per share from continuing operations fell 2.8% to $0.69, and adjusted diluted EPS fell 2.3% to $0.84. The company raised the midpoint of its full-year 2025 adjusted EPS outlook by $0.07 and narrowed the range to $3.00 to $3.15, citing a one-time tax benefit in the quarter.
Q3 revenue was $3,499 million, up 1.3% from $3,453 million; parts and services organic revenue decreased 1.2%.
Diluted EPS from continuing operations was $0.69 versus $0.71; adjusted diluted EPS was $0.84 versus $0.86.
Full-year 2025 adjusted diluted EPS range narrowed to $3.00 to $3.15, with the midpoint raised by $0.07.
Returned $118 million to shareholders in Q3 ($40 million in buybacks, $78 million in dividends); a $0.30 quarterly dividend is payable December 4, 2025.
Gibraltar Industries reported third-quarter 2025 results for continuing operations, with GAAP net sales up 12.2% to $310.9 million and GAAP diluted EPS of $1.11 versus $1.10 a year earlier. Adjusted diluted EPS fell 0.9% to $1.14, and the company posted a net loss of $89.1 million after a $122.3 million loss from its discontinued Renewables business. It also narrowed its 2025 outlook, giving a full-year net sales range of $1.15 billion to $1.175 billion and adjusted EPS of $4.20 to $4.30, which sets the expected range for shareholders.
Q3 GAAP net sales were $310.9 million, up 12.2%; adjusted net sales rose 13.2%.
Q3 GAAP diluted EPS was $1.11 versus $1.10; adjusted diluted EPS was $1.14, down 0.9%.
Q3 net loss was $89.1 million, including a $122.3 million loss from discontinued operations.
2025 outlook narrowed to net sales of $1.15 billion to $1.175 billion and adjusted EPS of $4.20 to $4.30.
Hilton Grand Vacations reported third quarter 2025 results, with total revenues of $1.300 billion, down slightly from $1.306 billion a year earlier. Net income attributable to stockholders was $25 million, or $0.28 diluted EPS, compared with $29 million and $0.28 a year earlier, while contract sales rose 16.7% to $907 million. The company reiterated its full-year 2025 Adjusted EBITDA guidance of $1.125 billion to $1.165 billion, but a $57 million net deferral of revenue from projects under construction reduced reported results.
Total revenues were $1.300 billion versus $1.306 billion in Q3 2024; diluted EPS was $0.28, unchanged from a year earlier.
Adjusted EBITDA attributable to stockholders was $245 million versus $303 million in Q3 2024, and was reduced by a $57 million net deferral.
Contract sales were $907 million, up 16.7% from Q3 2024.
The company repurchased 3.3 million shares for $150 million in Q3 and had $531 million of remaining repurchase availability as of Oct. 23, 2025.
Fox reported revenue of $3.74 billion for the quarter ended September 30, 2025, up 5%, and Adjusted EBITDA of $1.07 billion, up 2%. Net income attributable to Fox stockholders fell to $599 million ($1.32 per share) from $827 million ($1.78 per share), while adjusted EPS rose to $1.51 from $1.45. The company also said it expects to start a $1.5 billion accelerated share repurchase on October 31, 2025.
Revenue of $3.74 billion, up $174 million or 5%; advertising revenue up 6%
Net income attributable to Fox stockholders of $599 million ($1.32 per share), versus $827 million ($1.78 per share) a year earlier
Adjusted EPS of $1.51 versus $1.45; Adjusted EBITDA of $1.07 billion, up 2%
$1.5 billion accelerated share repurchase starting October 31, 2025, expected to complete in the second half of fiscal 2026
Terex reported third-quarter 2025 net sales of $1.4 billion, up 14.4% from a year earlier, driven by the addition of the ESG business, while legacy revenue fell 8.2%. GAAP diluted EPS fell to $0.98 from $1.31, though adjusted EPS rose to $1.50 from $1.46, and the company kept its full-year adjusted EPS outlook of $4.70 to $5.10 despite higher tariff costs.
Net sales of $1,387 million, up 14.4% year over year; legacy revenue declined 8.2%
Net income of $65 million, or $0.98 per diluted share, versus $88 million, or $1.31, in Q3 2024; the quarter included a discrete Aerials benefit of about $18 million, or $0.21 per share
Adjusted EPS of $1.50 versus $1.46 a year earlier; full-year adjusted EPS outlook maintained at $4.70 to $5.10
Free cash flow of $130 million versus $88 million; the company now expects a net unfavorable full-year tariff impact on EPS of about $0.70
Baxter reported third-quarter 2025 sales from continuing operations of $2.84 billion, up 5% on a reported basis, and adjusted diluted EPS of $0.69, up 41% from a year earlier. U.S. GAAP results were a loss, driven by $172 million of income tax expense, and the company set full-year 2025 adjusted EPS guidance of $2.35 to $2.40 while Andrew Hider joined as president and CEO.
Q3 sales from continuing operations were $2.84 billion, up 5% reported and 2% operational; U.S. sales declined 1% operationally
U.S. GAAP net loss from continuing operations was $51 million, or $0.10 per diluted share, including $172 million of income tax expense
Full-year 2025 adjusted EPS guidance is $2.35 to $2.40; fourth-quarter guidance is $0.52 to $0.57
Laureate Education reported third-quarter 2025 revenue up 9% to $400.2 million, but net income fell to $34.4 million from $85.3 million, mainly due to foreign currency losses and a $37.9 million tax benefit recorded in the 2024 period. The company raised its full-year 2025 revenue and Adjusted EBITDA outlook and increased its share repurchase authorization by $150 million to $250 million.
Q3 2025 revenue rose 9% to $400.2 million; diluted EPS was $0.23 versus $0.56 a year earlier
Full-year 2025 revenue now expected at $1,681 million to $1,686 million; Adjusted EBITDA at $508 million to $512 million
Board raised the stock repurchase authorization from $100 million to $250 million; about $177 million remains available after $73 million of cumulative repurchases
Cash and cash equivalents were $241.0 million and gross debt was $102.4 million as of September 30, 2025
Regal Rexnord reported third-quarter 2025 results on October 29, 2025, with GAAP diluted EPS of $1.20, up 10.1% from $1.09 a year earlier, and net sales of $1.5 billion, up 1.3%. The company also lowered its 2025 guidance, with GAAP diluted EPS now expected at $4.26 to $4.56 and adjusted diluted EPS at $9.50 to $9.80, mainly due to tariffs and China rare earth magnet trade policies.
Q3 adjusted diluted EPS was $2.51, up 0.8%; adjusted EBITDA was $339.4 million, up from $337.0 million
Daily orders rose 9.8%, helped by $135 million of data center project orders, with another $60 million received in October
2025 GAAP diluted EPS guidance narrowed and lowered to $4.26 to $4.56; adjusted diluted EPS guidance lowered to $9.50 to $9.80
Net debt to adjusted EBITDA including synergies is now about 3.2x; the company paid down $74.5 million of gross debt in the quarter
Peabody reported a third-quarter 2025 net loss attributable to common stockholders of $70.1 million, or $0.58 per diluted share, including $54.0 million of costs related to a terminated acquisition. Revenue was $1,012.1 million, down from $1,088.0 million a year earlier, and Adjusted EBITDA was $99.5 million versus $224.8 million. The company also said it is strengthening its full-year 2025 targets for its seaborne metallurgical, seaborne thermal and Powder River Basin segments, and declared a $0.075 per share quarterly dividend.
Q3 2025 net loss attributable to common stockholders of $70.1 million, or $0.58 per diluted share, versus net income of $101.3 million, or $0.74 per diluted share, in Q3 2024
Q3 2025 revenue of $1,012.1 million, up from $890.1 million in Q2 2025 but down from $1,088.0 million in Q3 2024
Full-year 2025 targets strengthened for seaborne metallurgical, seaborne thermal and PRB segments; Centurion longwall operations expected to begin in February 2026
Quarterly dividend of $0.075 per share payable December 3, 2025 to stockholders of record on November 13, 2025
Hershey reported third-quarter 2025 net sales of $3,181.4 million, up 6.5%, but reported net income fell 38.2% to $276.3 million, or $1.36 per diluted share. The company raised its 2025 net sales growth outlook to about 3% and its adjusted EPS outlook to the upper half of the previous range, which matters to shareholders because sales growth is strong while profit is sharply lower.
Q3 net sales of $3,181.4 million, up 6.5%; organic, constant currency net sales up 6.2%
Reported net income of $276.3 million, or $1.36 per diluted share, down 38.2%; adjusted EPS of $1.30, down 44.4%
2025 net sales growth outlook raised to about 3%, from at least 2%; adjusted EPS growth outlook now down 36% to 37%
Q3 reported gross margin of 32.6%, down from 41.3%; the outlook does not include the proposed LesserEvil acquisition
DTE Energy reported third-quarter 2025 net income of $419 million, or $2.01 per diluted share, down from $477 million, or $2.30, a year earlier, while operating earnings rose to $468 million, or $2.25 per share, from $460 million, or $2.22. The company confirmed 2025 operating EPS guidance of $7.09 to $7.23 and gave a 2026 early outlook of $7.59 to $7.73, alongside a 1.4 GW data center agreement and a $6.5 billion increase to its five-year capital plan.
Reported Q3 2025 earnings were $419 million, or $2.01 per diluted share, versus $477 million, or $2.30, in Q3 2024.
Operating Q3 2025 earnings were $468 million, or $2.25 per diluted share, versus $460 million, or $2.22, in Q3 2024.
2025 operating EPS guidance of $7.09 to $7.23 was confirmed; the 2026 early outlook is $7.59 to $7.73.
The company executed a 1.4 GW data center agreement and cites a $6.5 billion increase to its five-year capital investment plan.
Aptiv reported third-quarter 2025 revenue of $5.2 billion, up 7% from a year earlier, and raised its full-year 2025 guidance. The company also posted a GAAP net loss of $355 million, driven by a non-cash $648 million goodwill impairment tied to its 2022 Wind River acquisition, so shareholders face a mixed picture of operating growth and a large one-time charge.
Q3 2025 revenue was $5.2 billion, up 7%; up 6% adjusted for currency and commodity movements.
GAAP net loss was $355 million, or $1.63 per diluted share, including a $648 million goodwill impairment.
Excluding special items, diluted EPS was $2.17, compared with $1.83 in the prior-year period.
Full-year 2025 adjusted EPS guidance is $7.55 to $7.85, and the company raised its full-year guidance.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.