1,123 material Form 8-K filings that 897 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).
KBR reported third quarter fiscal 2025 results on October 30, 2025, with revenue of $1.9 billion, down $6 million, while net income attributable to KBR rose to $115 million and Adjusted EBITDA rose 10% to $240 million. The company lowered its fiscal 2025 revenue guidance to $7.75 billion-$7.85 billion from $7.9 billion-$8.1 billion, citing the pace of awards and bids won under protest that will not be resolved during the U.S. Government shutdown. For shareholders, higher profit is offset by a lower revenue forecast, while the Adjusted EBITDA, Adjusted EPS and operating cash flow guidance was unchanged.
Q3 revenue was $1,931 million, down $6 million from $1,937 million in the prior-year quarter.
Net income attributable to KBR was $115 million versus $100 million; diluted EPS was $0.90 versus $0.75.
Adjusted EBITDA was $240 million, up 10%, and Adjusted EPS was $1.02, up 21%.
Fiscal 2025 revenue guidance was cut to $7.75 billion-$7.85 billion; Adjusted EBITDA ($960 million-$980 million), Adjusted EPS ($3.78-$3.88) and operating cash flows ($500 million-$550 million) were unchanged.
Essex Property Trust reported third-quarter 2025 Core FFO of $3.97 per diluted share, up 1.5% from $3.91 a year earlier and $0.03 above the midpoint of its guidance range. Net income per diluted share rose to $2.56 from $1.84, mainly due to gains on sale of real estate, and the company raised its full-year 2025 Core FFO and net income guidance midpoints.
Q3 2025 Core FFO per diluted share $3.97 vs. $3.91 in Q3 2024; nine-month Core FFO $11.96 vs. $11.68
Q3 2025 net income per diluted share $2.56 vs. $1.84; nine-month Total FFO per share $12.03 vs. $12.30, down 2.2%
Full-year 2025 Core FFO guidance raised $0.03 at midpoint to $15.89 to $15.99; net income guidance raised $0.41 at midpoint to $10.53 to $10.63
Q3 2025 same-property revenue grew 2.7% and NOI grew 2.4% year over year; earnings call set for October 30, 2025 at 11 a.m. PT
Silgan reported third quarter 2025 net sales of $2.01 billion, up 15%, and diluted EPS of $1.06, up from $0.93, with adjusted EPS of $1.22, up 1%. The company cut its full-year 2025 adjusted EPS estimate to $3.66 to $3.76 from $3.85 to $4.05, citing lower customer volume forecasts in North American personal and home care and higher tax and interest expense, which weighs on shareholder earnings expectations despite the stronger quarter.
Q3 2025 net sales $2.01 billion, up $263.6 million (15%) from $1.75 billion, driven mainly by the Weener acquisition and higher raw material pass-through costs
Q3 2025 net income $113.3 million, or $1.06 per diluted share, versus $100.1 million, or $0.93, a year earlier; adjusted EPS $1.22 versus $1.21
2025 adjusted EPS estimate lowered to $3.66 to $3.76 from $3.85 to $4.05; Q4 2025 adjusted EPS estimate of $0.62 to $0.72 versus $0.85 in Q4 2024
Company confirmed 2025 free cash flow estimate of $430 million and raised 2025 interest expense estimate to about $190 million from about $185 million
Ventas reported third-quarter 2025 results with normalized FFO of $0.88 per share, up 10% from $0.80 a year earlier, and net income attributable to common stockholders of $66.0 million, versus $19.2 million in the prior-year quarter. The company raised its full-year 2025 guidance for normalized FFO per share to a range of $3.45 to $3.48 from $3.41 to $3.46, and lifted its senior housing investment volume expectation to $2.5 billion from $2.0 billion.
Q3 2025 total revenues were $1.49 billion, up from $1.24 billion in Q3 2024.
Q3 2025 same-store cash NOI for the senior housing operating portfolio (SHOP) grew 16% year over year, with same-store cash NOI margin up 200 basis points.
Full-year 2025 normalized FFO per share guidance midpoint rose to $3.47 from $3.44 as of July 30, 2025.
Net debt to further adjusted EBITDA improved to 5.3x at September 30, 2025, a 1.0x improvement from Q3 2024.
Encompass Health reported third-quarter 2025 net operating revenue of $1,477.5 million, up 9.4% from a year earlier, and adjusted earnings per share of $1.23, up from $1.03. The company raised its full-year 2025 guidance for adjusted EBITDA and adjusted EPS, and its revenue range was narrowed. Adjusted free cash flow fell 8.2% in the quarter, to $174.2 million.
Q3 2025 diluted EPS from continuing operations was $1.24, up from $1.07; adjusted EPS was $1.23, up from $1.03.
Q3 adjusted EBITDA was $300.1 million, up 11.4% from $269.3 million; adjusted free cash flow was $174.2 million, down from $189.7 million.
Full-year 2025 adjusted EPS guidance rose to $5.22 to $5.37 from $5.12 to $5.34; adjusted EBITDA guidance rose to $1,235 million to $1,255 million from $1,220 million to $1,250 million.
Full-year 2025 net operating revenue guidance was narrowed to $5,905 million to $5,955 million from $5,880 million to $5,980 million.
Rush Street Interactive reported third-quarter 2025 revenue of $277.9 million, up 20% from a year earlier, and net income of $14.8 million, up from $3.2 million. It also raised its full-year 2025 revenue and Adjusted EBITDA guidance, which matters to shareholders because it signals higher expected results for the year.
Q3 revenue was $277.9 million, up 20% from $232.1 million in Q3 2024.
Q3 net income was $14.8 million versus $3.2 million; diluted EPS was $0.06 versus $0.01.
Adjusted EBITDA was $36.0 million, up 54% from $23.4 million.
2025 revenue guidance was raised to $1.1 billion to $1.12 billion, and Adjusted EBITDA guidance to $147 million to $153 million.
American Homes 4 Rent (AMH) reported third quarter 2025 results on October 29, 2025, with rents and other single-family property revenues up 7.5% year-over-year to $478.5 million and net income attributable to common shareholders of $99.7 million, or $0.27 per diluted share, versus $0.20 a year earlier. The company raised the midpoint of its full year 2025 Core FFO guidance by $0.01 per share to $1.87, which matters to shareholders because it signals higher expected per-share operating earnings for the year.
Q3 2025 rents and other single-family property revenues rose 7.5% to $478.5 million, from $445.1 million in Q3 2024.
Net income attributable to common shareholders was $99.7 million, or $0.27 per diluted share, versus $73.8 million, or $0.20, in Q3 2024.
Core FFO was $0.47 per share and unit, up 6.2% year-over-year; Adjusted FFO was $0.42, up 9.1%.
Full year 2025 Core FFO guidance is now $1.86 to $1.88 per share, up from $1.84 to $1.88, with the midpoint raised to $1.87.
Mid-America Apartment Communities (MAA) reported third-quarter 2025 results with diluted earnings per share of $0.84, down from $0.98, and Core FFO per diluted share of $2.16, down from $2.21. It lowered its full-year 2025 earnings per share guidance to $4.18 to $4.30 from $5.25 to $5.49, and narrowed its Core FFO guidance to $8.68 to $8.80 from $8.65 to $8.89, which lowers the midpoint to $8.74 from $8.77.
Q3 2025 diluted EPS was $0.84 versus $0.98 in Q3 2024; Core FFO per diluted share was $2.16 versus $2.21.
Revised full-year 2025 EPS guidance is $4.18 to $4.30 (midpoint $4.24), down from $5.25 to $5.49 (midpoint $5.37).
Q3 2025 rental and other property revenues were $554.4 million, up from $551.1 million a year earlier.
The board declared its 127th consecutive quarterly common dividend, paid October 31, 2025; the current annual dividend rate is $6.06 per share.
Independence Realty Trust reported third quarter 2025 net income available to common shares of $6.9 million, down from $12.4 million a year earlier, with EPS of $0.03 versus $0.05. Core Funds from Operations (CFFO) rose to $70.0 million, and CFFO per share held at $0.29, but the company lowered its full-year 2025 EPS guidance to $0.27 to $0.28 from $0.475 to $0.535, while FFO and CFFO per share guidance midpoints were unchanged.
Q3 2025 net income available to common shares was $6.9 million versus $12.4 million in Q3 2024; EPS was $0.03 versus $0.05.
Q3 2025 CFFO was $70.0 million versus $66.8 million; CFFO per share was $0.29 in both periods.
2025 EPS guidance is now $0.27 to $0.28, down from $0.475 to $0.535; the company said the change reflects fewer gains on sale from lower disposition volume.
Same-store NOI grew 2.7% in Q3 2025, and same-store occupancy at quarter end was 95.6%.
Waystar reported third-quarter 2025 revenue of $268.7 million, up 12% year over year, and net income of $30.6 million, or $0.17 per diluted share, compared with $5.4 million, or $0.03, a year earlier. The company also raised its full-year 2025 revenue and adjusted EBITDA guidance, which signals management's confidence in the rest of the year.
Q3 revenue was $268.7 million, up from $240.1 million in Q3 2024.
Q3 net income was $30.6 million, or $0.17 per diluted share, versus $5.4 million, or $0.03, a year earlier.
Full-year 2025 revenue guidance is $1.085 billion to $1.093 billion, and adjusted EBITDA guidance is $451 million to $455 million, both raised.
Q3 non-GAAP net income was $67.8 million, or $0.37 per diluted share.
Oshkosh reported third-quarter 2025 net income of $196.2 million, or $3.04 per diluted share, up from $2.75 a year earlier, though sales fell 1.9% to $2.69 billion. The company lowered its 2025 adjusted earnings per share outlook to $10.50 to $11.00, down $0.50 at the low end, and cut its net sales expectation to $10.3 billion to $10.4 billion from $10.6 billion, which matters to shareholders because the lower outlook reflects weaker expected sales volume in the Transport and Access segments.
Q3 net income was $196.2 million, or $3.04 per diluted share, versus $2.75 a year earlier; results include a $0.30 per share benefit from resolving a multi-year U.S. federal income tax audit.
Q3 sales decreased $52.8 million, or 1.9%, to $2.69 billion, mainly due to lower Access segment sales volume.
2025 adjusted EPS outlook is $10.50 to $11.00, down $0.50 from prior guidance on the low end; net sales outlook is $10.3 billion to $10.4 billion versus $10.6 billion previously.
Board declared a quarterly cash dividend of $0.51 per share, payable December 1, 2025 to shareholders of record as of November 17, 2025.
Vita Coco reported third-quarter 2025 results on October 29, 2025, with net sales up 37% to $182 million and net income of $24 million, or $0.40 per diluted share, compared with $19 million and $0.32 a year earlier. The company raised its full-year 2025 net sales guidance to $580 million to $595 million and its adjusted EBITDA guidance to $90 million to $95 million, although gross margin fell to 38% from 39%.
Q3 net sales were $182 million, up 37%, with Vita Coco Coconut Water net sales up 42%.
Q3 net income was $24 million ($0.40 diluted EPS) versus $19 million ($0.32); adjusted EBITDA was $32 million versus $23 million.
Full-year 2025 guidance: net sales of $580 million to $595 million and adjusted EBITDA of $90 million to $95 million.
Gross margin was 38% versus 39%, reflecting higher finished goods and tariff costs; the company reported no debt and $204 million in cash as of September 30, 2025.
Fortive reported third-quarter 2025 revenue of $1.03 billion, up 2.3% year over year, with adjusted diluted EPS of $0.68, up 15.3%. The company raised its full-year 2025 adjusted diluted EPS guidance to $2.63 to $2.67 from $2.50 to $2.60, and executed $1 billion of share repurchases, about 6% of diluted shares outstanding. Operating cash flow and free cash flow declined in the quarter, and the GAAP net earnings figure of $55 million reflects a $62 million loss from discontinued operations.
Q3 2025 revenue was $1.03 billion, up 2.3%; core revenue rose 1.9%
GAAP diluted EPS was $0.35, up 9.4%; adjusted diluted EPS was $0.68, up 15.3%
Full-year 2025 adjusted diluted EPS guidance raised to $2.63 to $2.67 from $2.50 to $2.60
Share repurchases totaled $1 billion, comprising 21 million shares
Verisk reported third-quarter 2025 revenue of $768 million, up 5.9%, and diluted EPS of $1.61, up 4.5%. It lowered its full-year 2025 total revenue outlook to $3,050–$3,080 million from the $3,090–$3,130 million range it set in July, and kept its diluted adjusted EPS outlook at $6.80–$7.00. The FTC also issued a Second Request on the pending AccuLynx acquisition.
Q3 revenue of $768 million, up 5.9% (5.5% on an organic constant currency basis); the CFO cited a historically low level of severe weather that reduced growth by about 1%.
Diluted EPS of $1.61, up 4.5%; diluted adjusted EPS of $1.72, up 3.0%.
Full-year 2025 total revenue outlook lowered to $3,050–$3,080 million from $3,090–$3,130 million in July.
On October 22, 2025, Verisk and AccuLynx each received an FTC Second Request on the proposed transaction.
Kraft Heinz reported third-quarter 2025 net sales of $6.2 billion, down 2.3% from a year earlier, and adjusted EPS of $0.61, down 18.7%. The company lowered its full-year 2025 guidance for organic net sales and constant currency adjusted operating income, and narrowed its adjusted EPS range to $2.50 to $2.57, which lowers the top end of the prior $2.51 to $2.67 range. For shareholders, the weaker outlook and higher costs point to lower near-term earnings, though free cash flow rose 23.3%.
Q3 2025 net sales fell 2.3% to $6.2 billion; organic net sales fell 2.5%, with volume/mix down 3.5 percentage points
Q3 adjusted operating income fell 16.9% to $1.1 billion; diluted EPS was $0.52 versus a loss of $0.24 a year earlier, which reflected prior-year impairment losses
Full-year 2025 constant currency adjusted operating income now expected down 10% to 12%, versus the prior down 5% to 10%
Year-to-date free cash flow was $2.5 billion, up 23.3%; the separation into two companies remains on track for the second half of 2026
Generac reported third-quarter 2025 net sales down 5% to $1.11 billion and net income of $66 million, or $1.12 per diluted share, versus $1.89 a year earlier. The company lowered its full-year 2025 net sales growth guidance to approximately flat, citing a significantly weaker power outage environment that reduced seasonal generator demand. Shareholders face a weaker outlook than previously guided, with full-year adjusted EBITDA margin now expected at about 17.0%.
Third-quarter net sales fell 5% to $1.11 billion from $1.17 billion; residential product sales fell about 13% to $627 million.
Third-quarter diluted EPS was $1.12 versus $1.89 a year earlier; net income was $66 million versus $114 million.
Full-year 2025 net sales growth guidance was lowered to approximately flat, from the prior range of an increase of 2% to 5%; adjusted EBITDA margin is now expected at about 17.0%, versus 18.0% to 19.0% previously.
Dana reported third-quarter 2025 sales of $1.92 billion from continuing operations, up from $1.90 billion a year earlier, and net income of $13 million compared with a net loss of $21 million. The company raised its full-year profit guidance, citing accelerated cost savings, and said the Off-Highway divestiture remains on track to close in late 2025.
Q3 adjusted EBITDA was $162 million, or 8.5 percent of sales, compared with $111 million, or 5.9 percent, a year earlier
Full-year 2025 adjusted EBITDA guidance for continuing operations is $570 million to $610 million; sales guidance is $7.3 billion to $7.5 billion
Dana repurchased $189 million of shares in Q3 and expects to repurchase $155 million more in Q4, bringing the 2025 total to $600 million
Cost savings were $73 million in Q3 and $183 million year to date, with $235 million expected for 2025
Urban Edge Properties reported third-quarter 2025 net income attributable to common shareholders of $14.9 million, up from $9.1 million a year earlier, and raised its full-year 2025 guidance. The company also said it acquired Brighton Mills Shopping Center in Massachusetts for $39 million, adding to its Boston-area holdings.
Q3 2025 net income attributable to common shareholders was $14,935 thousand, or $0.12 per diluted share, versus $9,080 thousand, or $0.07, in Q3 2024.
Q3 2025 FFO as Adjusted per diluted share was $0.36, compared with $0.35 a year earlier.
2025 FFO as Adjusted guidance is now $1.42 to $1.44 per diluted share, with a midpoint of $1.43, up from $1.42.
On October 23, 2025, the company acquired Brighton Mills Shopping Center for a gross purchase price of $39 million.
Hormel Foods expects fourth-quarter adjusted earnings per share about $0.08 to $0.09 below its prior expectations, and it is not reaffirming its GAAP EPS guidance range pending year-end closing, with non-cash impairment charges expected mainly in its International segment and snack nuts business. Net sales growth is expected toward the top end of its guidance range. Chief Financial Officer Jacinth Smiley is leaving, and Paul Kuehneman was named interim CFO and controller effective October 27, 2025.
Adjusted EPS expected about $0.08 to $0.09 below prior expectations for the fiscal fourth quarter ended October 26, 2025.
GAAP EPS guidance range not reaffirmed; non-cash impairment charges expected, primarily in International and snack nuts.
Net sales growth expected toward the top end of the previously issued guidance range.
Jacinth Smiley no longer CFO effective October 26, 2025, and remains employed until November 30, 2025; a Little Rock peanut butter plant fire is being repaired, with full production expected early in fiscal 2026.
Otis reported third quarter 2025 net sales of $3.7 billion, up 4%, with organic sales up 2%. Service sales rose 9%, while New Equipment sales fell 4%, and the company raised the midpoint of its 2025 adjusted EPS outlook to $4.04 to $4.08. GAAP EPS fell 29% to $0.95 because of a non-recurring tax benefit in the prior-year quarter, but adjusted EPS rose 9% to $1.05.
Q3 2025 net sales of $3.7 billion, up 4%; organic sales up 2%
Q3 adjusted EPS of $1.05, up 9%; GAAP EPS of $0.95, down 29%
2025 adjusted EPS outlook of $4.04 to $4.08, up 5 to 7%, with the midpoint raised
Q3 Service net sales up 9%; New Equipment net sales down 4%, with China down about 20%
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.