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.
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
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.
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
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
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
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.
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.
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.
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
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.
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
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
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.
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.
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.
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.
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.
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.
Arrow Electronics reported third-quarter 2025 sales of $7.71 billion, up 13% from a year earlier, with GAAP diluted earnings per share of $2.09 and non-GAAP diluted EPS of $2.41, both above the high end of its guidance. For the first nine months, non-GAAP diluted EPS was $6.64, down 13% from $7.59, and the company guided fourth-quarter GAAP diluted EPS to $3.08 to $3.28.
Q3 consolidated sales were $7,713 million, up 13% year over year (11% on a constant currency basis).
Q3 GAAP diluted EPS was $2.09, up from $1.88; non-GAAP diluted EPS was $2.41, versus $2.38 a year earlier.
Global ECS operating income fell 16% to $64 million, reflecting $21 million of charges on multi-year contracts that have underperformed.
Fourth-quarter 2025 outlook: consolidated sales of $7.80 billion to $8.40 billion and GAAP diluted EPS of $3.08 to $3.28.
Dexcom reported third-quarter 2025 results on October 30, 2025. Revenue rose 22% year over year to $1.209 billion, and GAAP net income was $283.8 million, or $0.70 per diluted share, compared with $0.34 a year earlier. The company raised its full-year 2025 revenue guidance to $4.630-$4.650 billion and updated its margin guidance, which matters to shareholders because the company's headline revenue and profit measures improved.
Revenue of $1.209 billion, up 22% from $994.2 million in Q3 2024; organic revenue growth was 20%
GAAP net income of $283.8 million, or $0.70 per diluted share, versus $134.6 million, or $0.34, a year earlier
2025 revenue guidance raised to $4.630-$4.650 billion, approximately 15% growth
Cash, cash equivalents and marketable securities of $3.32 billion as of September 30, 2025; Jake Leach is president and interim CEO
BJ's Restaurants reported fiscal third-quarter 2025 results, with revenue up 1.4% to $330.2 million and diluted earnings of $0.02 per share, compared with a loss of $0.13 a year earlier. The company reiterated its fiscal 2025 outlook and its board raised the share repurchase program by $75 million, bringing total authorized shares under the program to $675 million, which shows a return to profit alongside continued capital returns to shareholders.
Total revenues rose 1.4% to $330.2 million; comparable restaurant sales increased 0.5%.
Diluted net income per share was $0.02 versus a loss of $0.13 a year earlier; adjusted diluted EPS was $0.04.
Board increased the share repurchase program by $75 million, to $675 million total authorized; about $23.5 million remained as of September 30, 2025.
Fiscal 2025 guidance reiterated: comparable restaurant sales growth of about 2%, restaurant level operating profit of $211 million to $219 million, and Adjusted EBITDA of $132 million to $140 million.
Alignment Healthcare reported third-quarter 2025 revenue of $993.7 million, up 43.5% year over year, and net income of $3.7 million, compared with a net loss of $26.4 million a year earlier. The company raised its full-year 2025 outlook for membership, revenue, adjusted gross profit and adjusted EBITDA, which points to stronger expected results for shareholders, though its fourth-quarter adjusted EBITDA is guided to a loss.
Q3 2025 revenue was $993.7 million, up 43.5% year over year; health plan membership was about 229,600, up 25.9%.
Q3 2025 net income was $3.7 million, versus a net loss of $26.4 million in Q3 2024; adjusted EBITDA was $32.4 million, versus $5.9 million.
Full-year 2025 revenue guidance is $3,931 million to $3,946 million, and full-year adjusted EBITDA guidance is $90 million to $98 million.
Fourth-quarter 2025 adjusted EBITDA is guided to a loss of $9 million to $1 million.
SkyWest reported third-quarter 2025 net income of $116 million, or $2.81 per diluted share, compared with $90 million, or $2.16 per diluted share, a year earlier. Revenue rose 15% to $1.1 billion and operating income rose 33% to $174 million. The company also said it reached a multi-year contract extension with United Airlines for up to 40 CRJ200 aircraft.
Q3 2025 net income was $116 million, or $2.81 per diluted share, versus $90 million, or $2.16, in Q3 2024
Revenue was $1.1 billion, up $137 million, or 15%, from $913 million in Q3 2024
Operating income was $174 million, up 33% from Q3 2024
SkyWest repurchased 244,000 shares for $26.6 million in Q3 2025 and had $240 million of remaining repurchase availability as of September 30, 2025
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