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).
Cousins Properties reported third quarter 2025 results and raised its full-year 2025 FFO guidance to $2.82 to $2.86 per share from $2.79 to $2.85. Q3 FFO rose to $116.5 million, or $0.69 per share, from $102.3 million, or $0.67 per share, a year earlier, but GAAP net income available to common stockholders fell to $8.6 million, or $0.05 per share, from $11.2 million, or $0.07 per share.
Q3 2025 FFO was $116.5 million, or $0.69 per share, versus $102.3 million, or $0.67 per share, in Q3 2024.
Q3 2025 net income available to common stockholders was $8.6 million, or $0.05 per share, versus $11.2 million, or $0.07 per share, in Q3 2024.
2025 FFO guidance was raised to $2.82 to $2.86 per share from $2.79 to $2.85; net income guidance is $0.30 to $0.34 per share, up from $0.28 to $0.34.
The company acquired The Link, a 292,000 square foot office property in Uptown Dallas, for $218.0 million on July 28, 2025.
Healthcare Realty reported third-quarter 2025 Normalized FFO of $0.41 per share, up from $0.39 a year earlier, and a GAAP net loss of $0.17 per share, narrower than the $0.26 loss in the prior-year quarter. The company raised its 2025 Normalized FFO per share guidance to $1.59-$1.61 and same store cash NOI growth guidance to 4.00%-4.75%, while third-quarter revenue of $297.8 million was below the $315.4 million reported a year earlier.
Normalized FFO per share was $0.41 in Q3 2025 versus $0.39 in Q3 2024; NAREIT FFO was $0.34 versus $0.21.
GAAP net loss attributable to common stockholders was $57.7 million ($0.17 per share) versus $93.0 million ($0.26 per share) a year earlier.
Total revenues were $297.8 million versus $315.4 million in Q3 2024.
2025 guidance: Normalized FFO per share raised to $1.59-$1.61 from $1.57-$1.61; same store cash NOI growth raised to 4.00%-4.75% from 3.25%-4.00%. The board approved a $0.24 per share dividend payable November 21, 2025.
The Bancorp reported third-quarter 2025 net income of $54.9 million, or $1.18 per diluted share, up from $1.04 a year earlier, with share buybacks cutting outstanding shares 8%. The company lowered its 2025 EPS guidance to $5.10 from $5.25, citing lower projected traditional lending balances and higher leasing credit provisions tied to trucking losses, which matters for shareholders expecting the earlier outlook.
Q3 2025 net income of $54.9 million, or $1.18 diluted EPS, versus $51.5 million, or $1.04, in Q3 2024
2025 EPS guidance lowered to $5.10 from $5.25, due to lower projected lending balances and a higher leasing credit provision tied to trucking losses
No specific 2026 guidance; company targets a minimum $7 EPS run-rate by Q4 2026 and gave preliminary 2027 EPS guidance of $8.25
Shares repurchased totaled 2,034,053 at an average $73.74 in Q3; outstanding shares fell to 44.5 million from 48.2 million
VICI Properties reported third-quarter 2025 results with total revenues up 4.4% year-over-year to $1.0 billion and AFFO attributable to common stockholders up 7.4% to $637.6 million. The company raised the low end of its full-year 2025 AFFO guidance to between $2,510 million and $2,520 million, or $2.36 to $2.37 per diluted share, and announced a lease agreement for MGM Northfield Park with an affiliate of Clairvest.
Net income attributable to common stockholders rose 4.0% to $762.0 million, or $0.71 per share, though a $11.5 million change in the CECL allowance partly offset the increase.
AFFO per share rose 5.3% to $0.60 for the quarter, and the quarterly dividend was set at $0.45 per share, a 4.0% increase.
Full-year 2025 AFFO guidance was updated to $2,510 million to $2,520 million, compared with prior guidance of $2,500 million to $2,520 million.
The Northfield Park lease carries an initial annual base rent of $53.0 million, or $54.0 million if closing occurs on or after May 1, 2026, and is expected to close in the first half of 2026.
Republic Services reported third-quarter 2025 net income of $550 million, or $1.76 per diluted share, down from $1.80 a year earlier, while revenue rose to $4.21 billion from $4.08 billion. The company said 2025 revenue is expected to be near the low end of its updated full-year range of $16.675 billion to $16.750 billion, which means shareholders should expect the top line to finish toward the lower end of that range.
Q3 2025 net income was $550 million, or $1.76 per diluted share, versus $566 million, or $1.80, in Q3 2024.
Adjusted EPS was $1.90 versus $1.81 a year earlier; the company recorded a $56 million labor disruption impact in the quarter.
Revenue was $4,212 million for the quarter, up 3.3 percent from $4,076 million.
The company reiterated all other components of its 2025 guidance and declared a $0.625 quarterly dividend payable January 15, 2026.
AMETEK reported third quarter 2025 sales of $1.89 billion, up 11% from a year earlier, and adjusted earnings of $1.89 per diluted share, up 14%. The company raised its full-year 2025 adjusted earnings per share guidance to $7.32 to $7.37 from $7.06 to $7.20, which matters to shareholders because it signals higher expected profit for the year.
Q3 2025 GAAP diluted EPS was $1.60, up from $1.47 in Q3 2024; adjusted EPS was $1.89, up from $1.66.
2025 adjusted EPS guidance raised to $7.32 to $7.37 from $7.06 to $7.20; overall sales still expected up mid-single digits versus 2024.
Q4 2025 adjusted EPS expected at $1.90 to $1.95, and overall sales expected up about 10% versus Q4 2024.
Acquisition-related pre-tax costs of $19.7 million ($0.07 per diluted share) were tied to the FARO Technologies acquisition in Q3.
Dream Finders Homes reported third-quarter 2025 results with homebuilding revenue down 7% to $917 million and net income attributable to the company down to $47 million from $71 million. It also cut its full-year 2025 outlook to approximately 8,500 home closings from a prior outlook of approximately 9,250, citing challenging market conditions.
Q3 homebuilding revenues were $917 million, down 7% from $986 million, while home closings rose 1% to 1,915.
Net income attributable to DFH was $47 million, or $0.47 per basic share, versus $71 million, or $0.72 per basic share a year earlier.
Full-year 2025 home closings guidance was revised to approximately 8,500 from approximately 9,250.
The company issued $300 million of 6.875% senior unsecured notes and had total liquidity of $625 million as of September 30, 2025.
IDACORP reported third quarter 2025 net income of $124.4 million, or $2.26 per diluted share, up from $113.6 million, or $2.12 per diluted share, a year earlier. The company raised its full-year 2025 earnings guidance to $5.80 to $5.90 per diluted share from $5.70 to $5.85, and said it reached a constructive settlement of its Idaho general rate case, which is pending approval by the Idaho Public Utilities Commission.
Q3 2025 net income attributable to IDACORP was $124.4 million, or $2.26 per diluted share, versus $113.6 million, or $2.12, in Q3 2024.
Nine-month 2025 net income was $279.9 million, or $5.13 per diluted share, versus $251.3 million, or $4.82, in the same period of 2024.
Full-year 2025 EPS guidance rose to $5.80 to $5.90 from $5.70 to $5.85, assuming normal weather and power supply expenses for the rest of 2025.
Idaho general rate case settlement is pending approval by the Idaho Public Utilities Commission.
APi Group reported third-quarter 2025 net revenues of $2.1 billion, up 14.2% from a year earlier, and net income of $93 million, up 34.8%. The company raised its full-year 2025 guidance for net revenues and adjusted EBITDA, which signals higher expected results for shareholders.
Q3 2025 net revenues were $2,085 million, up 14.2% (9.7% organic), versus $1,826 million a year earlier
Q3 net income was $93 million and diluted EPS was $0.20, compared with $69 million and $0.15 in Q3 2024
Full-year 2025 net revenue guidance raised to $7,825 to $7,925 million from $7,650 to $7,850 million
Full-year 2025 adjusted EBITDA guidance set at $1,015 to $1,045 million, up from $1,005 to $1,045 million
Cushman & Wakefield reported third-quarter 2025 revenue of $2.6 billion, up 11% from a year earlier, and net income of $51.4 million, compared with $33.7 million. It raised its full-year 2025 adjusted EPS growth guidance to 30%-35%, up from 25%-35%, and prepaid an additional $100 million of term loan debt on October 29, 2025. Equity method earnings fell $20.7 million, mainly due to a $46.1 million non-cash loan loss provision at the Greystone JV, of which the company recorded $18.5 million.
Q3 2025 revenue of $2.6 billion rose 11%; service line fee revenue of $1.8 billion rose 9%
Diluted EPS was $0.22 versus $0.14; adjusted diluted EPS was $0.29 versus $0.23
Full-year 2025 adjusted EPS growth guidance raised to 30%-35% from 25%-35%
Prepaid $100 million on October 29, 2025, bringing 2025 year-to-date prepayments to $300 million
L3Harris reported third-quarter 2025 revenue of $5.7 billion, up 7% from a year earlier, and GAAP diluted EPS of $2.46, up 17%. The company raised its 2025 guidance, lifting non-GAAP diluted EPS to $10.50-$10.70 from $10.40-$10.60 and revenue to about $22 billion from about $21.75 billion. Cash from operations fell 30% to $546 million, which the company attributed to temporary customer payment delays.
Third-quarter revenue $5.659 billion, up 7% (10% organic); GAAP operating margin 11.0% vs 9.4%
Non-GAAP diluted EPS $2.70, up 10%; GAAP diluted EPS $2.46, up from $2.10
2025 non-GAAP diluted EPS guidance raised to $10.50-$10.70; revenue guidance raised to about $22 billion
Cash from operations $546 million, down 30%; adjusted free cash flow $449 million, down 38%
DT Midstream reported third quarter 2025 net income of $115 million, or $1.13 per diluted share, and Adjusted EBITDA of $288 million. The company raised its 2025 Adjusted EBITDA guidance to $1,115 million to $1,145 million and declared a quarterly dividend of $0.82 per share, which matters to shareholders because it reflects higher expected earnings and a continued dividend payout.
Q3 2025 net income was $115 million, or $1.13 per diluted share, up from $107 million, or $1.04 per share, in Q2 2025
Adjusted EBITDA was $288 million for Q3 2025, compared with $277 million in Q2 2025
2025 Adjusted EBITDA guidance raised to $1,115 million to $1,145 million; 2026 early outlook reaffirmed at $1,155 million to $1,225 million
Quarterly dividend of $0.82 per share, payable January 15, 2026 to holders of record on December 15, 2025
CMS Energy reported third-quarter 2025 diluted EPS of $0.92, up from $0.84 a year earlier, and adjusted EPS of $0.93 versus $0.84. The company raised its 2025 adjusted EPS guidance to $3.56 to $3.60 from $3.54 to $3.60 and initiated 2026 adjusted EPS guidance of $3.80 to $3.87, which gives shareholders updated earnings expectations for both years.
Q3 2025 operating revenue was $2,021 million, compared with $1,743 million in Q3 2024; net income available to common stockholders was $275 million, compared with $251 million.
Year-to-date adjusted EPS was $2.66, compared with $2.47 a year earlier, which the company attributed largely to constructive regulatory outcomes and favorable weather.
The company reaffirmed long-term adjusted EPS growth of 6% to 8%, with continued confidence toward the high end, and will host a webcast on October 30 at 9:30 a.m. ET.
Vontier reported third-quarter 2025 sales of $752.5 million, up 0.3% from a year earlier, with GAAP diluted EPS of $0.70 versus $0.60 and adjusted diluted EPS of $0.78 versus $0.73. The company raised its full-year 2025 adjusted diluted EPS guidance to $3.15 to $3.20 and set a fourth-quarter range of $0.82 to $0.86, though Repair Solutions sales fell 6.9%.
Q3 2025 sales were $752.5 million, up 0.3%; core sales were flat year over year
GAAP diluted EPS was $0.70 vs. $0.60 a year earlier; adjusted diluted EPS was $0.78 vs. $0.73
Full-year 2025 adjusted diluted EPS guidance raised to $3.15 to $3.20; Q4 2025 guidance is $0.82 to $0.86
Repair Solutions sales declined 6.9% to $141.6 million; company repurchased about $175 million of shares year-to-date
Advance Auto Parts reported third-quarter 2025 results for the period ended October 4, 2025. Net sales fell to $2.0 billion from $2.1 billion a year earlier, while comparable store sales rose 3.0% and adjusted diluted EPS improved to $0.92 from a loss of $0.05. The company narrowed its full-year 2025 guidance and reaffirmed the midpoint of its comparable sales and adjusted operating margin expectations.
Q3 net sales were $2.0 billion versus $2.1 billion a year earlier; comparable store sales increased 3.0%.
Q3 GAAP diluted EPS from continuing operations was $(0.02) versus $(0.42); adjusted diluted EPS was $0.92 versus $(0.05).
Full-year 2025 adjusted diluted EPS guidance is $1.75 to $1.85, versus a prior range of $1.20 to $2.20.
Full-year 2025 net sales guidance is $8,550 million to $8,600 million, including $100 million to $120 million from a 53rd week.
Amneal reported third-quarter 2025 net revenue of $785 million, up 12% from $702 million a year earlier, and GAAP net income attributable to the company of $2 million, or $0.01 per diluted share, compared with a loss in the prior-year quarter. The company raised its 2025 adjusted EBITDA, adjusted diluted EPS and operating cash flow guidance and left net revenue guidance unchanged, while a $31.4 million loss on refinancing weighed on quarterly results.
Net revenue was $785 million, up 12%; Specialty rose 8%, Affordable Medicines rose 8% and AvKARE rose 24%.
GAAP net income attributable to Amneal was $2 million ($0.01 per diluted share); adjusted diluted EPS was $0.17, up 6% from $0.16.
2025 adjusted diluted EPS guidance was raised to $0.75-$0.80 from $0.70-$0.75, and adjusted EBITDA guidance to $675-$685 million from $665-$685 million.
The quarter included a $31.4 million loss on refinancing tied to the August 1, 2025 borrowing of $2.1 billion in term loans and $600 million of senior notes due 2032.
Biogen reported third-quarter 2025 total revenue of $2.5 billion, up 3%, and non-GAAP diluted EPS of $4.81, up 18% from a year earlier. It lowered full-year 2025 non-GAAP diluted EPS guidance to $14.50 to $15.00 from $15.50 to $16.00 in July, citing an expected impact of about ($1.25) per share from business development transactions expected to close in the fourth quarter, partly offset by a $0.25 benefit from its outlook. For shareholders, quarterly results rose while expected full-year earnings per share fell.
Q3 2025 total revenue was $2,535 million, up 3% year over year; GAAP diluted EPS was $3.17, up 19%; non-GAAP diluted EPS was $4.81, up 18%.
Full-year 2025 non-GAAP diluted EPS guidance is $14.50 to $15.00, down from $15.50 to $16.00 in July (October 2025 update).
The EPS guidance cut reflects an approximately ($1.25) impact from business development transactions expected to close in Q4 2025, partly offset by a $0.25 benefit from a stronger business outlook.
Full-year 2025 total revenue guidance was raised to approximately flat to increasing 1% at constant currency, up from approximately flat.
WESCO International reported third-quarter 2025 net sales of $6.2 billion, up 12.9% from a year earlier, and raised its full-year 2025 outlook for organic sales growth and adjusted EPS. Reported diluted EPS was $3.79, down 0.5%, and the company reduced its full-year free cash flow outlook because of higher working capital.
Q3 net sales of $6.2 billion, up 12.9%; organic sales up 12.1%; data center sales of $1.2 billion, up about 60%
Adjusted diluted EPS of $3.92, up 9.5%; GAAP diluted EPS of $3.79 versus $3.81, down 0.5%
Full-year organic sales growth outlook raised to 8% to 9% from 5% to 7%; adjusted EPS outlook set at $13.10 to $13.60
Full-year free cash flow outlook reduced; Q3 free cash flow was negative $89.3 million
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.