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).
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.
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
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
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
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
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.
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.
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
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.
Omega Healthcare Investors reported third-quarter 2025 net income of $185 million, or $0.59 per diluted share, up from $115 million, or $0.42, a year earlier. The company raised its 2025 AFFO guidance to $3.08-$3.10 per diluted share from $3.04-$3.07, which affects shareholders' expectations for cash earnings from the year's investments.
Q3 2025 net income of $185 million ($0.59 per diluted share) vs. $115 million ($0.42) in Q3 2024
Q3 2025 AFFO of $243 million ($0.79 per diluted share) vs. $203 million ($0.74) in Q3 2024
2025 AFFO guidance raised to $3.08-$3.10 per diluted share from $3.04-$3.07
Quarterly dividend of $0.67 per share declared October 24, 2025, payable November 17, 2025
Park Hotels & Resorts reported third quarter 2025 revenue of $610 million, down from $649 million a year earlier, and a net loss of $14 million compared with net income of $57 million in the prior-year quarter. The company also lowered the midpoint of its full-year Adjusted EBITDA outlook to $595 million to $620 million from $595 million to $645 million, and widened its expected full-year net loss range, which matters to shareholders because the company's profit measures are declining.
Q3 2025 Adjusted EBITDA was $130 million, down 18.2% from $159 million; diluted loss per share was $(0.08) versus earnings of $0.26 a year earlier.
Full-year 2025 Adjusted EBITDA outlook is $595 million to $620 million, versus $595 million to $645 million previously; the net loss outlook is now $(60) million to $(35) million, versus $(53) million to $(3) million.
Comparable RevPAR fell 6.1% in the quarter, or 4.9% excluding the Royal Palm, which suspended operations in mid-May 2025 for renovation; the company declared a $0.25 per share fourth quarter dividend payable January 15, 2026.
SPX Technologies reported third-quarter 2025 revenue of $592.8 million, up 22.6%, and GAAP EPS of $1.29, up 19.4%, in a press release furnished under Item 2.02 of Form 8-K. The company raised its full-year 2025 Adjusted EBITDA and Adjusted EPS guidance while maintaining its revenue range of $2.225 billion to $2.275 billion.
Q3 2025 revenue was $592.8 million, up 22.6%; GAAP income from continuing operations was $63.1 million, up 24.0%
Q3 2025 Adjusted EPS was $1.84, up 32.4%, and Adjusted EBITDA was $136.1 million, up 30.9%
2025 Adjusted EBITDA guidance raised to $495 million to $515 million from $485 million to $510 million
2025 Adjusted EPS guidance raised to $6.65 to $6.80 from $6.35 to $6.65; revenue guidance maintained at $2.225 billion to $2.275 billion
Motorola Solutions reported third-quarter 2025 sales of $3.0 billion, up 8%, and non-GAAP EPS of $4.06, up 9%, while GAAP EPS rose 1% to $3.33. The company raised its full-year 2025 non-GAAP EPS guidance to $15.09 to $15.15 per share from $14.88 to $14.98, and kept its revenue outlook of about $11.65 billion, which means higher expected per-share earnings for shareholders.
Q3 2025 sales were $3.0 billion, up 8% from $2.79 billion a year earlier.
Non-GAAP EPS was $4.06, up 9% from $3.74; GAAP EPS was $3.33, up 1% from $3.29.
Full-year 2025 non-GAAP EPS guidance was raised to $15.09 to $15.15 from $14.88 to $14.98; revenue guidance of about $11.65 billion was maintained.
The $4.4 billion acquisition of Silvus Technologies closed during the quarter.
Fortune Brands reported third-quarter 2025 net sales of $1.1 billion, roughly flat with a year earlier, and GAAP EPS of $0.59, down 46.1%. The company lowered its full-year 2025 EPS before charges/gains guidance to $3.70 to $3.80 from $3.75 to $3.95, which lowers the earnings outlook for shareholders.
Q3 2025 net sales were $1,149.2 million, down 0.5% from $1,155.3 million a year earlier
Q3 GAAP EPS was $0.59 versus $1.09; EPS before charges/gains was $1.09, down 6.0%
Full-year 2025 EPS before charges/gains guidance cut to $3.70 to $3.80 from $3.75 to $3.95
Full-year cash flow from operations guidance lowered to $530 million to $540 million from around $650 million
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.
Illumina reported third-quarter 2025 revenue of $1.08 billion, flat with the prior year, and non-GAAP diluted EPS of $1.34, up from $1.14. The company raised its fiscal 2025 non-GAAP EPS guidance to $4.65 to $4.75 and its non-GAAP operating margin guidance to 22.75% to 23%, which points to better profitability for shareholders this year. GAAP diluted EPS fell to $0.98 from $4.03, mainly because the prior-year quarter included a $488 million legal settlement reversal.
Q3 2025 revenue was $1.08 billion, flat versus Q3 2024 on both reported and constant currency bases
Non-GAAP diluted EPS rose to $1.34 from $1.14; GAAP diluted EPS was $0.98 versus $4.03 a year earlier
Fiscal 2025 non-GAAP diluted EPS guidance raised to $4.65 to $4.75 from $4.45 to $4.55
Company repurchased 1.2 million shares for $120 million at an average price of $97.10 in Q3
Casella Waste Systems reported third-quarter 2025 revenue of $485.4 million, up 17.9% from a year earlier, and net income of $10.0 million, up 73.0%. The company raised the low end of its fiscal 2025 revenue and Adjusted EBITDA guidance and reaffirmed its net income and cash flow ranges, while Adjusted Diluted EPS of $0.42 was below $0.44 a year earlier.
Q3 2025 revenue was $485.4 million, up $73.7 million or 17.9% from Q3 2024.
Q3 2025 net income was $10.0 million, up from $5.8 million; Adjusted Diluted EPS was $0.42 versus $0.44.
Fiscal 2025 revenue guidance is now $1.830 billion to $1.840 billion, and Adjusted EBITDA guidance is $415 million to $425 million, both with the low end raised.
Net income guidance of $8 million to $18 million was reaffirmed; the outlook excludes the pending Mountain State Waste acquisition.
First Solar reported third quarter 2025 net sales of $1.6 billion, up $0.5 billion from the prior quarter, and diluted earnings of $4.24 per share, up from $3.18 in the second quarter. The company narrowed its 2025 guidance: the net sales range is now $4.95 billion to $5.20 billion, down from $4.90 billion to $5.70 billion, while the diluted EPS range is $14.00 to $15.00, up at the low end and down at the high end from $13.50 to $16.50.
Q3 2025 net sales of $1.6 billion versus $1.1 billion in Q2 2025; net income per diluted share of $4.24 versus $3.18 in Q2 2025
2025 net sales guidance narrowed to $4.95 billion to $5.20 billion from $4.90 billion to $5.70 billion
2025 volume sold guidance is 16.7 GW to 17.4 GW, down from 16.7 GW to 19.3 GW
Net cash balance at September 30, 2025 was $1.5 billion, up from $0.6 billion at the end of Q2; 2025 net cash guidance raised to $1.6 billion to $2.1 billion
Twilio reported third-quarter 2025 revenue of $1.3 billion, up 15% year-over-year, with GAAP income from operations of $41 million compared with a $4.9 million loss a year earlier. The company raised its 2025 revenue growth, non-GAAP operating income and free cash flow ranges, and agreed to acquire Stytch, Inc., with closing expected in mid-November.
Non-GAAP diluted EPS was $1.25, up from $1.02 in Q3 2024; GAAP diluted EPS was $0.23 versus a loss of $0.06.
2025 non-GAAP income from operations guidance raised to $900-$910 million from $850-$875 million.
2025 free cash flow guidance raised to $920-$930 million from $875-$900 million; reported revenue growth range raised to 12.4%-12.6% from 10%-11%.
Twilio repurchased $349.8 million of Class A common stock in Q3 2025 and has about $1.3 billion of its authorization remaining.
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
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
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.
Columbia Sportswear reported third quarter 2025 net sales of $943.4 million, up 1%, while operating income fell 40% to $67.4 million and diluted earnings per share fell to $0.95 from $1.56. The results include $29.0 million of impairment charges tied to prAna and Mountain Hardwear, and the company updated its full year 2025 outlook, which now calls for diluted earnings per share of $2.55 to $2.85 compared with $3.82 in 2024.
Q3 net sales were $943.4 million, up 1% from $931.8 million; the filing says growth was flat on a constant-currency basis
Q3 operating income was $67.4 million versus $112.5 million a year earlier, including $29.0 million of impairment charges for prAna and Mountain Hardwear
Full year 2025 diluted EPS outlook is $2.55 to $2.85, including a $0.46 negative impact from the impairment charges, versus $3.82 in 2024
Board declared a quarterly dividend of $0.30 per share, payable December 4, 2025 to holders of record on November 20, 2025
OSI Systems reported fiscal first-quarter 2026 results for the quarter ended September 30, 2025, with revenue of $385 million, up 12% from a year earlier, and non-GAAP diluted EPS of $1.42, up 14%. The company raised its fiscal 2026 revenue guidance to $1.825 billion to $1.867 billion and its non-GAAP EPS guidance to $10.20 to $10.48, both higher than its prior ranges.
Revenue was $384.6 million, up from $344.0 million a year earlier; GAAP diluted EPS was $1.18, up from $1.05.
Non-GAAP diluted EPS was $1.42, up from $1.25 a year earlier; GAAP net income was $20.6 million, up from $17.9 million.
Fiscal 2026 revenue guidance was raised to $1.825 billion to $1.867 billion from $1.805 billion to $1.850 billion.
Fiscal 2026 non-GAAP EPS guidance was raised to $10.20 to $10.48 from $10.11 to $10.39; operating cash flow was $17.1 million, compared with negative $37.2 million a year earlier.
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
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.
FirstCash reported record third-quarter revenue of $935.6 million, up 12%, and GAAP net income of $82.8 million, up 28%. The company raised its full-year 2025 revenue growth expectations for its U.S. and Latin America pawn segments and authorized a new $150 million share repurchase plan alongside a $0.42 quarterly dividend.
Q3 GAAP diluted EPS was $1.86 versus $1.44 a year earlier, up 29%; adjusted diluted EPS was $2.26, up 35%.
Nine-month GAAP diluted EPS was $5.07 versus $3.88, up 31%.
Board authorized up to $150 million of share repurchases on October 22, 2025, and declared a $0.42 dividend payable November 26, 2025.
AFF 2025 origination volume is now expected to fall 7% to 10% versus 2024, while AFF net revenue is now expected to be flat.
LXP Industrial Trust reported third-quarter 2025 net income attributable to common shareholders of $34.6 million, or $0.12 per diluted share, up from $4.7 million, or $0.02, a year earlier, on total gross revenues of $86.9 million. Adjusted Company FFO was flat year over year at $46.7 million, or $0.16 per diluted share, and the company tightened its 2025 Adjusted Company FFO guidance to $0.63 to $0.64 per diluted share. The board also approved a one-for-five reverse split effective 5:00 p.m. ET on November 10, 2025, which the company says leaves each shareholder's ownership percentage and voting power unchanged, and cuts the share count from about 295.8 million to about 59.2 million.
Net income attributable to common shareholders was $34.6 million, or $0.12 per diluted share, for the quarter ended September 30, 2025, versus $4.7 million, or $0.02, a year earlier.
Total gross revenues were $86.9 million, compared with $85.6 million in the third quarter of 2024.
Adjusted Company FFO was $46.7 million, or $0.16 per diluted share, the same as a year earlier.
Full-year 2025 Adjusted Company FFO guidance was tightened to $0.63 to $0.64 per diluted share, on a pre-split basis; the reverse split takes effect November 10, 2025, with trading on a split-adjusted basis from November 11.
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.
Schneider National reported third-quarter 2025 operating revenues of $1.5 billion, up 10% from a year earlier, but income from operations fell 18% to $35.3 million and diluted EPS dropped to $0.11 from $0.17. The company cut its full-year 2025 adjusted diluted EPS guidance to approximately $0.70 from $0.75 to $0.95, citing claims costs that were $16.0 million, or $0.07 per share, above prior guidance, which lowers expected earnings for shareholders.
Operating revenues were $1,452.4 million in Q3 2025 versus $1,315.7 million in Q3 2024, up 10%
Income from operations was $35.3 million versus $43.1 million, down 18%; diluted EPS was $0.11 versus $0.17
2025 adjusted diluted EPS guidance was lowered to approximately $0.70 from $0.75 to $0.95; net capital expenditures guidance was lowered to approximately $300 million from $325 to $375 million
Board declared a $0.095 dividend on October 27, 2025, payable January 12, 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.
InterDigital reported third quarter 2025 results on October 30, 2025. Revenue of $164.7 million and diluted EPS of $1.93 both exceeded the top end of the outlook the company raised on September 22, 2025. The company also gave fourth quarter and full year 2025 revenue outlooks based on existing agreements only, with any new agreements to be additive.
Q3 revenue of $164.7 million was up 28% year over year; the raised outlook was $155 million to $159 million
Net income of $67.5 million and diluted EPS of $1.93 compared with $34.2 million and $1.14 a year earlier
Annualized recurring revenue reached an all-time high of $588 million, up 49% year over year
Q4 2025 revenue outlook is $144 million to $148 million; full year 2025 revenue outlook is $820 million to $824 million
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
Alnylam reported third-quarter 2025 total revenues of $1.25 billion, up from $501 million a year earlier, and GAAP net income of $251 million, or $1.84 per diluted share, compared with a net loss of $112 million a year earlier. The company raised its full-year 2025 total net product revenue guidance to $2.95 billion to $3.05 billion, but also disclosed a subpoena from the U.S. Attorney's Office for the District of Massachusetts about government price reporting.
Q3 2025 total revenues were $1.25 billion versus $501 million in Q3 2024, including $300 million of Roche milestone revenue recognized in September 2025.
GAAP net income was $251 million, or $1.84 per diluted share, versus a GAAP net loss of $112 million, or $0.87 per share, a year earlier.
Full-year 2025 total net product revenue guidance was raised to $2.95 billion to $3.05 billion, from $2.65 billion to $2.8 billion.
The company received a subpoena from the U.S. Attorney's Office for the District of Massachusetts seeking documents on government price reporting for AMVUTTRA, ONPATTRO, OXLUMO and GIVLAARI.
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.
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