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).
Alaska Air Group reported third-quarter 2025 total operating revenue of $3.8 billion, up 23% from a year earlier, while GAAP net income fell to $73 million, or $0.62 per share, from $236 million, or $1.84 per share. Adjusted earnings per share were $1.05, compared with $2.25 a year earlier, and the company guided to adjusted EPS of at least $0.40 for the fourth quarter and at least $2.40 for the full year. Higher revenue alongside much lower profit makes the earnings picture mixed for shareholders.
Q3 GAAP net income was $73 million ($0.62 diluted EPS), versus $236 million ($1.84) in Q3 2024.
Q3 adjusted EPS was $1.05, versus $2.25 in Q3 2024 and within the company's prior expectation of $1.00 to $1.40.
Guidance calls for fourth-quarter adjusted EPS of at least $0.40 and full-year 2025 adjusted EPS of at least $2.40.
The company repurchased 10.6 million shares for about $540 million in the nine months ended September 30, 2025, and held $2.3 billion in unrestricted cash and marketable securities.
Southside Bancshares reported third-quarter 2025 net income of $4.9 million, down 76.1% from $20.5 million a year earlier, and diluted EPS of $0.16 versus $0.68. The decline was driven by a $24.4 million net loss on the sale of available-for-sale securities, while net interest income rose 0.5% year over year to $55.7 million.
Q3 2025 net income $4.9 million vs. $20.5 million in Q3 2024; diluted EPS $0.16 vs. $0.68
Net loss on sale of AFS securities of $24.4 million, from about $325 million of securities sold, mostly in September
Net interest income $55.7 million, up $0.3 million (0.5%) year over year; net interest margin 2.81%
Board increased the buyback authorization by 1.0 million shares on October 16, 2025, to a total of 2.0 million shares
Baker Hughes reported third-quarter 2025 revenue of $7,010 million, up 1% from a year earlier, and orders of $8.2 billion, up 23%. GAAP net income attributable to Baker Hughes fell 20% to $609 million and GAAP diluted EPS was $0.61, while adjusted diluted EPS rose 3% to $0.68. The company also said it intends to acquire Chart Industries for approximately $13.6 billion.
Revenue of $7,010 million, up 1% year-over-year; Industrial & Energy Technology revenue rose 15% while OFSE revenue fell 8%.
GAAP diluted EPS of $0.61 versus $0.77 a year earlier; adjusted diluted EPS of $0.68 versus $0.67.
Orders of $8.2 billion, up 23% year-over-year, including $4.1 billion of IET orders; remaining performance obligations were $35.3 billion.
Announced intent to acquire Chart Industries for approximately $13.6 billion; conference call scheduled for October 24, 2025 at 9:30 a.m. Eastern Time.
Science Applications International Corp. replaced CEO Toni Townes-Whitley with board member James Reagan as interim chief executive, effective October 23, 2025, and is searching for a permanent CEO. The company reaffirmed its fiscal 2026 guidance but said a prolonged federal government shutdown could impair its ability to achieve it and that it may reassess that guidance.
James C. Reagan, a board member since January 2023 and former Leidos CFO, named interim CEO effective October 23, 2025.
Reagan's base salary is $1,200,000, with a short-term bonus target of 150% of salary and $2,000,000 in long-term RSU awards.
Townes-Whitley departed without cause and receives severance benefits in exchange for a release and a two-year non-compete.
The company reaffirmed fiscal 2026 guidance first issued September 4, 2025, and may reassess it depending on the government shutdown.
Minerals Technologies reported third-quarter 2025 results on October 23, 2025. Net sales were $532 million, up 1% from a year earlier, while GAAP diluted EPS was $1.37 versus $1.45, and $1.55 excluding special items compared with $1.51. Nine-month results include a $215 million litigation reserve provision recorded in the first quarter, which produced a net loss of $55.6 million attributable to the company for the period.
Third-quarter operating income was $71 million, down 7% from $76.6 million a year earlier.
Cash flow from operations was $71 million and free cash flow was $44 million in the third quarter.
Nine-month diluted loss per share was $1.76, compared with earnings of $3.49 per share a year earlier, reflecting the $215 million provision for talc-related settlements and the Oldco bankruptcy.
Cash dividends declared were $0.11 per share in the third quarter, up from $0.10 a year earlier.
Eastern Bankshares reported third quarter 2025 net income of $106.1 million, or $0.53 per diluted share, up from $100.2 million in the prior quarter, though the company said this included a GAAP tax benefit. Operating net income fell 9.3% to $74.1 million, and net interest margin declined to 3.47%, which the company attributed to higher deposit costs and lower discount accretion. The Board also approved a share repurchase of up to 11.9 million shares, about 5% of outstanding stock, and a $0.13 quarterly dividend, while the HarborOne merger is expected to close November 1, 2025.
Net income was $106.1 million, or $0.53 per diluted share, versus $100.2 million, or $0.50, in the second quarter of 2025; operating net income was $74.1 million, or $0.37 per diluted share, versus $81.7 million, or $0.41.
Net interest margin fell 12 basis points to 3.47%, and total revenue was $241.5 million versus $244.9 million in the prior quarter.
The Board approved a repurchase program of up to 11.9 million shares over 12 months, after receiving Federal Reserve non-objection on October 15, 2025.
A quarterly cash dividend of $0.13 per share is payable December 15, 2025 to holders of record on December 3, 2025; the HarborOne merger is expected to close November 1, 2025.
Mohawk Industries reported third-quarter 2025 net earnings of $109 million, or $1.75 per diluted share, down from $162 million, or $2.55 per share, a year earlier, while net sales rose 1.4% as reported to $2.8 billion. The company expects fourth-quarter 2025 adjusted EPS of $1.90 to $2.00, which means shareholders face lower profit per share than in the prior-year quarter even though revenue grew.
Q3 2025 diluted EPS was $1.75 versus $2.55 in Q3 2024; adjusted EPS was $2.67 versus $2.90.
Net sales were $2.8 billion, up 1.4% as reported and essentially flat on an adjusted basis.
Free cash flow was $310.3 million in the quarter, and the company repurchased about $40 million of shares.
Fourth-quarter 2025 adjusted EPS is expected between $1.90 and $2.00, excluding restructuring or other one-time charges.
Healthpeak reported a third-quarter 2025 net loss applicable to common shares of $117.3 million, or $0.17 per share, compared with net income of $85.7 million, or $0.12 per share, a year earlier. The loss reflects $175.8 million of impairment charges on unconsolidated joint ventures. The company cut its full-year 2025 diluted earnings per share guidance to $0.00 to $0.06 from $0.25 to $0.31, while reaffirming its Nareit FFO guidance of $1.78 to $1.84 per share.
Third-quarter Nareit FFO rose to $0.45 per share from $0.44 a year earlier; FFO as Adjusted was $0.46 versus $0.45.
Third-quarter net loss of $117.3 million ($0.17 per share) included $175.8 million of impairments on unconsolidated joint ventures.
2025 diluted EPS guidance lowered to $0.00 to $0.06 from $0.25 to $0.31; Nareit FFO guidance of $1.78 to $1.84 reaffirmed.
Board declared monthly dividends of $0.10167 per share for October, November and December 2025, totaling $0.305 for the fourth quarter.
Norfolk Southern reported third-quarter 2025 revenue of $3.1 billion, up $52 million or 2% from a year earlier on flat volumes. GAAP diluted earnings per share fell to $3.16 from $4.85, a comparison that includes $380 million of railway line sale gains in the prior-year quarter, while adjusted diluted earnings per share rose 2% to $3.30. The company also raised its 2025 productivity target to about $200 million from about $175 million.
Third-quarter railway operating revenues were $3.1 billion, up $52 million or 2% from third quarter 2024 on flat volumes.
GAAP diluted earnings per share were $3.16, down from $4.85 in third quarter 2024, which included railway line sale gains.
Adjusted diluted earnings per share were $3.30, up $0.05 or 2% from adjusted third quarter 2024.
The 2025 productivity target was raised to about $200 million from about $175 million.
Ford reported third-quarter 2025 revenue of $50.5 billion, up 9% from a year earlier, and net income attributable to the company of $2.4 billion, compared with $0.9 billion. Adjusted EPS fell to $0.45 from $0.49, and full-year 2025 adjusted EBIT guidance of $6.0 billion to $6.5 billion now includes a Novelis fire headwind of $1.5 billion to $2.0 billion. Ford also declared a fourth-quarter dividend of 15 cents per share.
Q3 revenue $50.5 billion, up 9%; diluted EPS $0.60 vs. $0.22 a year earlier
Q3 adjusted EPS $0.45 vs. $0.49; company adjusted EBIT $2.6 billion, flat year over year
Full-year 2025 adjusted EBIT guidance $6.0 billion to $6.5 billion; adjusted free cash flow $2.0 billion to $3.0 billion
Fourth-quarter dividend of 15 cents per share, payable Dec. 1 to holders of record on Nov. 7
Western Union reported third-quarter 2025 revenue of $1.03 billion, flat from the prior year period, while adjusted revenue excluding Iraq fell 1%. GAAP earnings per share dropped to $0.43 from $0.78, which included a $0.40 IRS settlement benefit in the prior year, while adjusted EPS rose to $0.47 from $0.46. The company left its full-year 2025 outlook unchanged, which keeps GAAP EPS guidance at $1.45 to $1.55 and adjusted EPS guidance at $1.65 to $1.75.
Q3 GAAP revenue was $1,032.6 million versus $1,036.0 million a year earlier, flat on a reported basis
Consumer Services revenue rose 49% to $154.6 million, while Consumer Money Transfer revenue fell 6% to $878.0 million
GAAP net income was $139.6 million, down 47% from $264.8 million, and GAAP operating income rose 22% to $201.9 million
Full-year 2025 outlook is unchanged: GAAP revenue of $4,085 million to $4,185 million and GAAP EPS of $1.45 to $1.55
MaxLinear reported unaudited third-quarter 2025 results with net revenue of $126.5 million, up 16% from the prior quarter and 56% from a year earlier. GAAP diluted loss per share was $0.52, wider than $0.31 in the prior quarter, while non-GAAP diluted earnings per share were $0.14, up from $0.02. The company expects fourth-quarter 2025 net revenue of approximately $130 million to $140 million.
Q3 2025 net revenue was $126.5 million, up 16% sequentially and 56% year over year.
GAAP diluted loss per share was $0.52, compared with $0.31 in Q2 2025 and $0.90 in Q3 2024.
Non-GAAP diluted earnings per share were $0.14, compared with $0.02 in Q2 2025.
Fourth-quarter 2025 net revenue is expected to be approximately $130 million to $140 million.
Equity LifeStyle Properties reported higher third-quarter 2025 results, with net income and normalized FFO per share both up from a year earlier. It also cut its fourth-quarter seasonal and transient RV revenue outlook, citing slower reservation pace from Canadian customers, and gave full-year 2025 normalized FFO guidance of $3.01 to $3.11 per share.
Q3 2025 normalized FFO per share was $0.75, up 4.6% from $0.72 in Q3 2024; net income per share was $0.50 versus $0.44
Q4 2025 seasonal and transient RV revenue growth guidance is -12.8% to -13.8%, versus -1.0% to -2.0% in the July 2025 guidance
Full-year 2025 normalized FFO guidance is $3.01 to $3.11 per share, with Q4 guidance of $0.75 to $0.81
Preliminary 2026 MH rent increases average about 5.1% for roughly 50% of residents by October month-end
Sonic Automotive reported third quarter 2025 total revenues of $4.0 billion, up 14% and an all-time quarterly record, with gross profit of $615.5 million, also a record. Net income fell 37% to $46.8 million and diluted earnings per share fell 38% to $1.33, driven by a significant increase in medical expenses and a higher effective tax rate. The board approved a quarterly dividend of $0.38 per share, up from $0.30 a year earlier.
Total revenues of $4.0 billion rose 14% and gross profit of $615.5 million rose 13%, both all-time quarterly records.
Net income of $46.8 million fell 37%; diluted earnings per share of $1.33 fell 38%.
Excluding listed items, adjusted diluted earnings per share were $1.41, up 12%.
Board approved a $0.38 quarterly dividend, payable January 15, 2026, to stockholders of record on December 15, 2025.
Integer Holdings reported third-quarter 2025 sales of $468 million, up 8%, and GAAP diluted EPS from continuing operations of $1.11, up from $1.01. Nine-month GAAP income from continuing operations fell 38.4%, reflecting a $46.7 million debt conversion inducement expense, and the company gave a preliminary 2026 outlook for reported sales of down 2% to up 2%.
Q3 sales were $468 million, up 8%, with organic growth of 7%; Cardio & Vascular sales rose 15%.
Q3 adjusted EPS was $1.79, up 25%; GAAP diluted EPS was $1.11, up 10%.
Nine-month GAAP income from continuing operations was $54.2 million, down 38.4%, including $46.7 million of debt conversion inducement expense.
Total debt was $1.194 billion as of September 26, 2025, a leverage ratio of 3.0 times adjusted EBITDA; preliminary 2026 adjusted EPS outlook is down 6% to up 5%.
Freeport-McMoRan reported third-quarter 2025 net income attributable to common stock of $674 million, or $0.46 per share, up from $526 million, or $0.36 per share, a year earlier, on revenues of $6.97 billion. Operations at PT Freeport Indonesia remain temporarily suspended after the September 8, 2025 mud rush incident, which killed seven team members, and copper sales came in below July 2025 guidance, so shareholders face near-term production losses and an uncertain outlook for 2026.
Third-quarter net income attributable to common stock was $674 million, $0.46 per share, versus $526 million, $0.36 per share, in third-quarter 2024; revenues were $6.97 billion versus $6.79 billion.
Third-quarter copper sales of 977 million pounds were slightly below July 2025 guidance of 990 million pounds.
Mining in Indonesia has been suspended since the September 8, 2025 mud rush incident; FCX expects minimal fourth-quarter 2025 sales from Indonesia.
Under a September 24, 2025 scenario, PTFI's 2026 production could be about 35% below pre-incident estimates; FCX plans an analyst call on November 18, 2025.
Darling Ingredients reported third-quarter 2025 net income of $19.4 million, or $0.12 per diluted share, up from $16.9 million, or $0.11, a year earlier, on net sales of $1.6 billion, up from $1.4 billion. Nine-month net income fell to $5.9 million from $177.0 million, mainly due to lower earnings at Diamond Green Diesel, and the company will now give full-year guidance only for its core ingredients business, not for the fuel segment.
Q3 2025 net income attributable to Darling was $19.4 million ($0.12 per diluted share), versus $16.9 million ($0.11) in Q3 2024.
Q3 combined Adjusted EBITDA was $244.9 million, up from $236.7 million; year-to-date it was $690.2 million, down from $790.4 million.
Diamond Green Diesel had a Q3 net loss of $80.6 million; Darling's share of DGD Adjusted EBITDA was negative $2.9 million.
For full-year 2025, core ingredients Adjusted EBITDA is estimated at approximately $875-900 million; no combined guidance was given.
World Acceptance reported a fiscal 2026 second-quarter net loss of $1.9 million, or $0.38 per diluted share, compared with net income of $22.1 million, or $3.99 per share, a year earlier. Total revenues rose 2.3% to $134.5 million, and gross loans grew 1.5% year over year, the first annual growth since September 2022. The loss reflected a $24.0 million rise in share-based compensation, $3.7 million in early bond redemption expenses, and higher credit loss provisions, so shareholders face lower reported profit this quarter.
Net loss of $1.9 million, or $0.38 per diluted share, versus net income of $22.1 million, or $3.99 per share, in the prior-year quarter
Total revenues increased 2.3% to $134.5 million; gross loans outstanding reached $1.32 billion at September 30, 2025
Early redemption of remaining bonds resulted in $3.7 million of expenses; general and administrative expenses rose 55.3% to $72.0 million
Repurchased 385,867 shares, or 7.4% of outstanding stock, for about $66.6 million during the quarter
S&T Bancorp reported third-quarter 2025 net income of $35.0 million, or $0.91 per diluted share, up from $31.9 million, or $0.83 per share, in the second quarter and $32.6 million, or $0.85 per share, a year earlier. Net interest margin rose to 3.93%, but nonperforming assets increased to $49.6 million from $21.3 million in the prior quarter.
Q3 2025 net income $35.0 million, or $0.91 per diluted share, versus $0.83 in Q2 2025 and $0.85 in Q3 2024
Net interest margin (FTE) expanded 5 basis points to 3.93% from 3.88% in Q2 2025
Nonperforming assets rose $28.3 million to $49.6 million, or 0.62% of total loans plus OREO, from 0.27% at June 30, 2025
Nine-month diluted EPS was $2.60, compared with $2.55 for the same period in 2024
Euronet reported third quarter 2025 results on October 22, 2025, with revenue up 4% year over year to $1,145.7 million. GAAP diluted earnings per share fell to $2.75 from $3.21, while adjusted EPS rose 19% to $3.62, a non-GAAP measure. The company said it expects 2025 adjusted EPS growth of 12% to 16%, consistent with its prior range.
Revenue of $1,145.7 million, up 4% from $1,099.3 million (up 1% on a constant currency basis)
Net income attributable to Euronet of $122.0 million, or $2.75 diluted EPS, versus $151.5 million, or $3.21, a year earlier
Adjusted EPS of $3.62, up 19% from $3.03
2025 adjusted EPS growth outlook of 12% to 16% year over year; $1.0 billion convertible notes offering completed in the third quarter
Visteon reported third-quarter 2025 net sales of $917 million, down 6% from a year earlier, while net income attributable to Visteon rose to $57 million from $39 million and diluted EPS rose to $2.04 from $1.40. Adjusted EPS fell to $2.15 from $2.26, and the company kept its full-year 2025 guidance, saying sales are tracking below the midpoint of the range.
Q3 2025 net sales were $917 million, down 6% year over year, driven by lower Battery Management Systems sales in the U.S., weaker sales in China and unplanned JLR downtime in September
Diluted EPS was $2.04 versus $1.40 a year earlier; adjusted EPS was $2.15 versus $2.26
Full-year 2025 guidance maintained: sales of $3.70 billion to $3.85 billion, adjusted EBITDA of $475 million to $505 million, adjusted free cash flow of $195 million to $225 million; sales tracking below midpoint
Net cash was $459 million at September 30, 2025; the company paid its first quarterly dividend
Roper Technologies reported third quarter 2025 revenue of $2.02 billion, up 14%, and GAAP net earnings of $398 million, up 8%. The company narrowed its full-year 2025 adjusted DEPS guidance to $19.90-$19.95 from $19.90-$20.05, citing $0.10 of dilution from third quarter acquisitions, and authorized a new $3 billion share repurchase program.
Q3 2025 revenue was $2.02 billion, up 14%, with organic growth of 6% and acquisitions contributing 8%.
Q3 GAAP net earnings were $398 million, up 8%; adjusted DEPS was $5.14, up 11%.
Full-year 2025 adjusted DEPS guidance is $19.90-$19.95, versus the prior $19.90-$20.05.
The Board authorized repurchases of up to $3 billion of common stock.
Simply Good Foods reported a fourth-quarter fiscal 2025 net loss of $12.4 million, compared with net income of $29.3 million a year earlier, after a $60.9 million non-cash impairment on the Atkins brand. For the full year, net sales rose 9.0% to $1,450.9 million and Adjusted EBITDA rose 3.4% to $278.2 million, but fiscal 2026 guidance calls for Adjusted EBITDA of -4% to +1% and gross margins down 100 to 150 basis points, which matters to shareholders because profit is expected to fall before it recovers.
Q4 net sales were $369.0 million, down 1.8%, and Adjusted Diluted EPS was $0.46 versus $0.50.
A $60.9 million non-cash impairment was recorded on the Atkins brand and related intangible assets.
Fiscal 2026 outlook: net sales -2% to +2%, Adjusted EBITDA -4% to +1%, gross margins down 100 to 150 basis points.
On October 21, 2025, the board approved a $150 million increase to the stock repurchase program, leaving $171 million available as of October 23, 2025.
Atlantic Union Bankshares reported third-quarter 2025 net income available to common shareholders of $89.2 million, or $0.63 per diluted share, and adjusted operating earnings of $119.7 million, or $0.84 per diluted share. Net interest income fell $2.2 million from the prior quarter, and net charge-offs rose to $38.6 million, mainly from two commercial and industrial loan charge-offs, though the provision for credit losses dropped to $16.2 million from $105.7 million. The results are the first full quarter reflecting the Sandy Spring Bancorp acquisition, and the company said merger-related costs continued to weigh on the quarter.
Net income available to common shareholders was $89.2 million, or $0.63 per share; adjusted operating earnings were $119.7 million, or $0.84 per diluted share.
Net interest income was $319.2 million, down $2.2 million from the second quarter of 2025, and noninterest income fell to $51.8 million from $81.5 million.
Net charge-offs were $38.6 million, or 0.56% of average loans on an annualized basis, compared with $666,000 in the prior quarter.
The company declared and paid a common dividend of $0.34 per share for the third quarter of 2025.
American Airlines reported third-quarter 2025 revenue of $13.7 billion, a record for the quarter, but a GAAP net loss of $114 million, or $(0.17) per diluted share. The company guided to fourth-quarter adjusted EPS of $0.45 to $0.75 and full-year adjusted EPS of $0.65 to $0.95, with full-year free cash flow expected to exceed $1 billion.
Third-quarter total operating revenues rose 0.3% to $13.7 billion; GAAP net loss was $114 million versus a $149 million loss a year earlier
Excluding net special items, the third-quarter net loss was $111 million, compared with adjusted net income of $205 million in the same quarter of 2024
Guidance: fourth-quarter 2025 adjusted EPS of $0.45 to $0.75; full-year 2025 adjusted EPS of $0.65 to $0.95; full-year free cash flow expected to be over $1 billion
Total debt was $36.8 billion at September 30, 2025; the company remains on track for total debt below $35 billion by the end of 2027
Iridium reported third-quarter 2025 total revenue of $226.9 million, up 7%, and net income of $37.1 million, or $0.35 per diluted share, versus $24.4 million, or $0.21, a year earlier. The company trimmed its full-year service revenue growth outlook to about 3% from 3% to 5%, while raising the low end of its full-year OEBITDA guidance and paying a dividend that rises 5% for the year.
Q3 OEBITDA was $136.6 million, up 10% from $124.4 million; total billable subscribers reached 2,542,000, up 2%.
Full-year 2025 service revenue growth guidance is about 3%, down from the previous 3% to 5% range; full-year OEBITDA guidance is $495 million to $500 million, up from $490 million to $500 million.
The share repurchase program has been paused; the company repurchased 1.9 million shares for $50.0 million in the quarter, with $245.3 million still authorized through December 31, 2027.
Net leverage was 3.5 times trailing twelve-month OEBITDA at quarter end; the company expects net leverage below 3.5 times in 2025.
DFIN said it completed the termination of its primary defined benefit pension plan in the third quarter of 2025, settling obligations through lump sum payments and a group annuity purchased from a third-party insurer. The company will record a pre-tax non-cash settlement charge of approximately $83 million in its third quarter 2025 results, and the settlement removes a net liability of about $10 million from its balance sheet.
Pre-tax non-cash settlement charge of approximately $83 million in Q3 2025 results
Cash contribution of $12.5 million made in Q3 2025 to fully fund the plan
Plan obligations of about $200 million and plan assets of about $190 million removed from the balance sheet
Plan had been frozen since 2011; the termination process began in 2024
Blackstone reported third quarter 2025 results on October 23, 2025. GAAP earnings per share fell to $0.80 from $1.02 a year earlier and total revenues fell to $3.09 billion from $3.66 billion, while distributable earnings rose to $1.9 billion ($1.52 per share) from $1.28 billion ($1.01 per share). The company also declared a quarterly dividend of $1.29 per share.
GAAP net income per share was $0.80 in 3Q'25, versus $1.02 in 3Q'24
Total revenues were $3.09 billion in 3Q'25, versus $3.66 billion in 3Q'24
Distributable earnings were $1.9 billion ($1.52 per share), up 48% year over year
Dividend of $1.29 per share: record date November 3, 2025; payment date November 10, 2025
Dime Community Bancshares reported third-quarter 2025 net income available to common stockholders of $25.8 million, or $0.59 per diluted share, up from $11.5 million, or $0.29, a year earlier but down from $27.9 million, or $0.64, in the second quarter. Net interest margin rose to 3.01%, while non-performing loans increased to $72.1 million from $53.2 million at June 30, 2025.
Diluted EPS of $0.59 compared with $0.64 in Q2 2025 and $0.29 in Q3 2024
Net interest margin of 3.01%, up from 2.98% in Q2 2025 and 2.50% in Q3 2024
Non-interest expense of $62.2 million, up from $60.3 million in Q2 2025; loss due to pension settlement recorded in the nine-month period
Non-performing loans of $72.1 million at September 30, 2025, up from $53.2 million at June 30, 2025
Lindsay Corporation reported fiscal 2025 revenue of $676.4 million, up 11%, and record net earnings of $74.1 million, or $6.78 per diluted share, up 13%. Fourth-quarter revenue slipped 1% to $153.6 million and diluted EPS fell 15% to $0.99, as North America irrigation and infrastructure sales declined. Management said North American irrigation demand will stay tempered and does not expect a large Road Zipper project in fiscal 2026.
Fiscal 2025 revenue rose 11% to $676.4 million; operating income rose 15% to $88.1 million
Fourth-quarter revenue fell 1% to $153.6 million; operating income fell 16% to $11.3 million
Fourth-quarter diluted EPS was $0.99, down from $1.17; full-year diluted EPS was $6.78, up from $6.01
Backlog was $110.7 million on August 31, 2025, versus $180.9 million a year earlier
Hasbro reported third quarter 2025 net revenues of $1.39 billion, up 8%, and operating profit of $341 million, up 13%, with diluted earnings of $1.64 per share versus $1.59 a year earlier. The company now expects higher full-year results, including adjusted EBITDA of $1.24 billion to $1.26 billion, but year-to-date results remain a reported net loss of $3.74 per share because of a $1.02 billion goodwill impairment recorded in the second quarter.
Q3 net revenues of $1,387.5 million, up 8%; Wizards of the Coast and Digital Gaming revenue rose 42% to $572.0 million.
Consumer Products revenue fell 7% to $796.9 million, with adjusted operating profit of $88.9 million, down 32%.
Full-year 2025 outlook: adjusted operating margin of 22% to 23% and adjusted EBITDA of $1.24 billion to $1.26 billion.
Nine-month reported net loss of $3.74 per share includes a $1,021.9 million non-cash goodwill impairment; quarterly dividend of $0.70 per share is payable December 3, 2025.
MSC Industrial reported fiscal 2025 results, with full-year net income attributable to the company down 22.9% to $199.3 million and diluted EPS of $3.57 versus $4.58, while fourth-quarter net sales rose 2.7% to $978.2 million. The company also said CEO Erik Gershwind will resign effective December 31, 2025, and President and Chief Operating Officer Martina McIsaac will become CEO effective January 1, 2026, a change shareholders should note alongside the weaker full-year profit.
Fiscal 2025 net sales $3,769.5 million, down 1.3%; full-year diluted EPS $3.57 vs. $4.58 a year earlier
Fourth-quarter diluted EPS $1.01 vs. $0.99; fourth-quarter net sales $978.2 million, up 2.7%
Gershwind stays on the Board and becomes Non-Executive Vice Chair; McIsaac's base salary rises to $850,000 with a target bonus of 125% of salary
First-quarter fiscal 2026 outlook: average daily sales growth of 3.5% to 4.5% and adjusted operating margin of 8.0% to 8.6%
Lazard reported third-quarter 2025 results, with GAAP net revenue of $748 million, down 5% from a year earlier, and adjusted net revenue of $725 million, up 12%. GAAP diluted EPS was $0.65, down 36%, while adjusted diluted EPS was $0.56, up 47%, so the headline measures point in different directions depending on the basis used.
GAAP net income was $71 million, or $0.65 per diluted share, versus $108 million, or $1.02, in Q3 2024.
Adjusted diluted EPS was $0.56, versus $0.38 in Q3 2024; Financial Advisory adjusted net revenue rose 14% to $422 million.
Adjusted compensation ratio was 65.5% versus 66.0% a year earlier; the company declared a $0.50 quarterly dividend payable November 14, 2025.
Brunswick reported third-quarter 2025 net sales of $1.36 billion, up 6.8% from a year earlier, but a GAAP diluted loss of $3.57 per share, driven by $333.8 million of restructuring, exit and impairment charges. As adjusted diluted EPS fell 17.1% to $0.97, and the company confirmed full-year adjusted EPS guidance of approximately $3.25 while raising its free cash flow guidance to more than $425 million.
Net sales of $1,360.2 million, up from $1,273.3 million in the third quarter of 2024.
GAAP diluted EPS of $(3.57), including $333.8 million of restructuring, exit and impairment charges; as adjusted diluted EPS of $0.97 versus $1.17 a year earlier.
Full-year 2025 as adjusted diluted EPS guidance of approximately $3.25 confirmed; free cash flow guidance raised to greater than $425 million.
Third-quarter free cash flow of $111 million and $355 million year to date.
Gentherm reported third-quarter 2025 product revenue of $386.9 million, up 4.1% from a year earlier, while GAAP diluted EPS fell to $0.49 from $0.51 as gross margin narrowed to 24.6% from 25.5%. The company raised the midpoint of its full-year 2025 product revenue guidance to $1.47 billion to $1.49 billion from $1.43 billion to $1.5 billion, and lowered its capital expenditure forecast, so shareholders see higher sales alongside slightly lower profit.
Q3 product revenue $386.9 million vs. $371.5 million; Automotive Climate and Comfort Solutions up 8.6%
Q3 net income $14.9 million vs. $16.0 million; adjusted diluted EPS $0.73 vs. $0.75
Full-year 2025 product revenue guidance now $1.47 billion to $1.49 billion (previously $1.43 billion to $1.5 billion); capital expenditures cut to $45 million to $55 million
Secured $745 million of automotive new business awards in the quarter
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