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).
FTI Consulting reported third-quarter 2025 revenues of $956.2 million, up 3.3% from $926.0 million, and diluted EPS of $2.60 versus $1.85 a year earlier. It raised its full-year 2025 EPS guidance to $7.62 to $8.12 from $7.24 to $7.84, and on October 21, 2025 its board authorized an additional $500.0 million for share repurchases. Operating cash flow was negative $207.6 million for the first nine months of 2025, compared with positive $79.8 million a year earlier.
Q3 2025 revenues were $956.2 million, up $30.1 million, or 3.3%; net income was $82.8 million versus $66.5 million.
Diluted EPS was $2.60 versus $1.85; Economic Consulting revenues fell 22.0% to $173.1 million.
Full-year 2025 EPS guidance was raised to $7.62 to $8.12 from $7.24 to $7.84; revenue guidance is $3.685 billion to $3.735 billion.
The board added $500.0 million to the buyback program on October 21, 2025, leaving about $500.0 million available; total repurchases since 2016 cost about $1.7 billion.
Tompkins Financial reported third-quarter 2025 diluted earnings per share of $1.65, up from $1.30 a year earlier, and net income of $23.7 million, up 27.0% year over year. The company also declared a quarterly dividend of $0.65 per share, payable November 14, 2025 to shareholders of record on November 7, 2025. The filing reports higher earnings and net interest margin, while special mention and substandard loans rose sharply from the prior quarter.
Diluted EPS of $1.65 for Q3 2025, up 10.0% from Q2 2025 and up 26.9% from $1.30 in Q3 2024
Net interest margin of 3.20%, up 12 basis points from Q2 2025 and up 41 basis points from Q3 2024
Special mention and substandard loans totaled $144.2 million at September 30, 2025, up from $96.8 million at June 30, 2025, mainly due to two loans totaling $41.2 million downgraded to special mention
Dividend of $0.65 per share, payable November 14, 2025, to shareholders of record on November 7, 2025
First Hawaiian, Inc. reported third-quarter 2025 net income of $73.8 million, or $0.59 per diluted share, up from $73.2 million, or $0.58 per diluted share, in the prior quarter and $61.5 million, or $0.48 per diluted share, a year earlier. Net interest margin rose 8 basis points to 3.19%, while total loans and leases fell $222.5 million and total deposits rose $498.1 million. The board also declared a quarterly dividend of $0.26 per share, payable November 28, 2025.
Net income of $73.8 million, or $0.59 per diluted share, versus $0.58 in the prior quarter and $0.48 a year earlier
Net interest margin of 3.19%, up from 3.11% in the prior quarter
Total loans and leases decreased $222.5 million to $14.1 billion; total deposits increased $498.1 million to $20.7 billion
Quarterly dividend of $0.26 per share, payable November 28, 2025, to holders of record on November 17, 2025
General Dynamics reported third-quarter 2025 results for the quarter ended September 28, 2025, with revenue of $12.9 billion, up 10.6% from the year-ago quarter, and diluted EPS of $3.88, up 15.8%. Operating earnings were $1.3 billion, and total estimated contract value reached $167.7 billion, which the company says reflects strong order activity across all four segments.
Revenue of $12.9 billion, up 10.6% from $11.7 billion a year earlier
Diluted EPS of $3.88 versus $3.35 in the third quarter of 2024; net earnings of $1.1 billion
Net cash from operating activities of $2.1 billion; 9-month free cash flow of $3.0 billion
Orders of $19.3 billion in the quarter, a book-to-bill ratio of 1.5-to-1; total estimated contract value of $167.7 billion
HCA Healthcare reported third-quarter 2025 revenue of $19.161 billion, up 9.6%, and net income attributable to HCA of $1.643 billion, or $6.96 per diluted share, compared with $4.88 a year earlier. The company raised its 2025 diluted EPS guidance to $27.00 to $28.00 per share, from $25.50 to $27.00, and declared a $0.72 quarterly dividend.
Q3 2025 revenue was $19.161 billion, up from $17.487 billion; diluted EPS was $6.96 versus $4.88.
Revised 2025 diluted EPS guidance is $27.00 to $28.00, up from $25.50 to $27.00 set on July 25, 2025.
Revised 2025 Adjusted EBITDA guidance is $15.250 billion to $15.650 billion, up from $14.700 billion to $15.300 billion.
Quarterly dividend of $0.72 per share is payable December 29, 2025, to holders of record on December 15, 2025.
Flagstar Bank, N.A. (NYSE: FLG) reported a third-quarter 2025 net loss attributable to common stockholders of $45 million, or $0.11 per diluted share, compared with $78 million, or $0.19 per share, in the second quarter. Total revenues rose 5% from the prior quarter to $519 million, and the company said it completed its holding company reorganization on October 17, 2025, but revenue was down 17% from the third quarter of 2024.
Q3 2025 net loss attributable to common stockholders: $45 million, or $0.11 per diluted share, versus $289 million, or $0.79 per share, in Q3 2024
Adjusted Q3 2025 net loss attributable to common stockholders: $31 million, or $0.07 per diluted share, excluding a $21 million fair value gain and $17 million of merger-related expenses among other items
Net interest margin rose 10 basis points from Q2 2025 to 1.91%; total deposits fell to $69.2 billion at September 30, 2025
Total loans and leases held for investment were $62.7 billion, down $1.5 billion from the prior quarter; criticized and classified loans fell $2.8 billion, or 19%, since December 31, 2024
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.