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).
Centene reported third quarter 2025 results with a GAAP diluted loss of $(13.50) per share, driven by a $6.7 billion non-cash goodwill impairment, while adjusted diluted EPS was $0.50. The company raised its full year 2025 adjusted diluted EPS forecast by $0.25 to at least $2.00, but its updated GAAP forecast is a diluted loss per share not to exceed $(12.85).
Total revenues were $49.7 billion and premium and service revenues rose 22% to $44.9 billion from $36.9 billion a year earlier.
Health benefits ratio rose to 92.7% from 89.2% in the third quarter of 2024.
Adjusted diluted EPS forecast for 2025 increased to at least $2.00 from $1.75.
Debt-to-capital ratio was 45.5% at September 30, 2025, after the reduction to retained earnings from the impairment.
Navient reported a GAAP net loss of $86 million, or $0.87 per diluted share, for the quarter ended September 30, 2025, compared with a net loss of $2 million a year earlier. The loss reflects a $168 million provision for loan losses, most of it in Consumer Lending, which the company attributes to elevated delinquencies and its macroeconomic outlook. The board-level share repurchase authorization was expanded with a new $100 million program, which matters to shareholders because it signals capital returned alongside weaker earnings.
GAAP net loss of $86 million ($0.87 diluted loss per share) versus a $2 million net loss ($0.02 per share) in Q3 2024
Provision for loan losses of $168 million, up from $42 million a year earlier; Consumer Lending provision was $155 million
New $100 million share repurchase authorization, in addition to about $26 million of unused authorization as of September 30, 2025
Consumer Lending segment net loss of $76 million; Federal Education Loans segment net income of $35 million
WaFd reported fourth-quarter fiscal 2025 net income of $60.6 million, or $0.72 per diluted share, down from $0.73 in the prior quarter. For the full fiscal year, net income rose 13% to $226.1 million, or $2.63 per diluted share, compared with $2.50 in fiscal 2024. Non-performing assets rose sharply in the quarter, which investors will want to track.
Q4 net income $60.6 million and diluted EPS $0.72, versus $60.6 million... prior quarter diluted EPS of $0.73
Fiscal 2025 net income $226.1 million, up 13%; diluted EPS $2.63 versus $2.50 in fiscal 2024
Non-performing assets rose to $143 million (0.54% of total assets) from $97 million at June 30, 2025
Net interest margin 2.71% versus 2.69% in the prior quarter; efficiency ratio rose to 56.82% from 56.01%
Kadant reported third quarter 2025 revenue of $271.6 million, flat with the prior year, while net income fell 12% to $27.7 million and diluted GAAP EPS fell to $2.35 from $2.68. The company raised its 2025 revenue guidance to $1.036 billion to $1.046 billion but cut its 2025 GAAP EPS guidance to $8.52 to $8.72, and kept adjusted EPS guidance at $9.05 to $9.25.
Q3 2025 revenue was $271.6 million, flat versus $271.6 million in Q3 2024; organic revenue fell 4%.
Q3 adjusted EBITDA fell 8% to $58.0 million, and adjusted EBITDA margin was 21.4% versus 23.3%.
2025 revenue guidance raised to $1.036 billion to $1.046 billion from $1.020 billion to $1.040 billion.
2025 GAAP EPS guidance cut to $8.52 to $8.72 from $8.89 to $9.09; adjusted EPS guidance maintained at $9.05 to $9.25.
Ultra Clean Holdings reported third-quarter 2025 revenue of $510.0 million, down from $540.4 million a year earlier and $518.8 million in the prior quarter. The GAAP net loss attributable to the company was $10.9 million, or $0.24 per diluted share, much smaller than the $162.0 million loss in the prior quarter, which included a goodwill impairment. The board also approved a share repurchase program of up to $150 million over three years.
Q3 2025 revenue was $510.0 million, versus $540.4 million in the same quarter of 2024 and $518.8 million in the quarter ended June 27, 2025.
GAAP net loss attributable to the company was $(10.9) million, or $(0.24) per diluted share; non-GAAP net income was $12.9 million, or $0.28 per diluted share.
The company expects fourth-quarter 2025 revenue of $480 million to $530 million and GAAP diluted EPS of $(0.11) to $0.09.
On October 23, 2025, the board approved buybacks of up to $150 million of common stock over a three-year period.
Equity Residential reported third-quarter 2025 diluted EPS of $0.76, up from $0.38 a year earlier, and same store revenues rose 3.0%. The company lowered its full-year 2025 EPS guidance to $2.52 to $2.56 from $2.96 to $3.02, and cut the midpoint of same store revenue guidance, citing weaker demand late in the quarter, especially in Washington, D.C.
Q3 2025 diluted EPS was $0.76 versus $0.38 in Q3 2024; Q3 Normalized FFO per share was $1.02 versus $0.98.
Full-year 2025 EPS guidance was revised to $2.52 to $2.56 from $2.96 to $3.02; same store revenue guidance was revised to 2.5% to 3.0% from 2.6% to 3.2%.
Normalized FFO per share guidance for full-year 2025 was unchanged at $3.98 to $4.02.
RenaissanceRe reported third-quarter 2025 net income available to common shareholders of $907.7 million, or $19.40 per diluted share, down from $1,173.6 million, or $22.62 per diluted share, a year earlier. Operating income available to common shareholders rose to $733.7 million, or $15.62 per diluted share, from $540.3 million, or $10.23 per share, as underwriting income increased to $770.2 million and the combined ratio improved to 68.4% from 84.8%. The decline in reported profit reflects lower net realized and unrealized gains on investments of $311.9 million, compared with $943.7 million a year earlier.
Net income available to common shareholders: $907.7 million, or $19.40 per diluted share, versus $1,173.6 million, or $22.62, in Q3 2024
Operating income available to common shareholders: $733.7 million, or $15.62 per diluted share, versus $540.3 million, or $10.23, in Q3 2024
Underwriting income of $770.2 million and combined ratio of 68.4%, compared with $393.8 million and 84.8% a year earlier; total revenues were $3,198.2 million versus $3,973.8 million
Repurchased about $205.2 million of common shares in Q3 2025 and an additional $100.0 million from October 1 through October 24, 2025
Chemed reported third-quarter 2025 results for the period ended September 30, 2025, with revenue up 3.1% to $624.9 million while GAAP diluted EPS fell 10.8% to $4.46 and adjusted diluted EPS fell 6.6% to $5.27. The company reiterated its 2025 adjusted diluted EPS guidance of $22.00 to $22.30 per share.
Revenue rose 3.1% to $624.9 million; VITAS net revenue rose 4.2% to $407.7 million and Roto-Rooter revenue rose 1.1% to $217.2 million.
GAAP diluted EPS was $4.46, down from $5.00 a year earlier; adjusted diluted EPS was $5.27, down 6.6%.
Consolidated Adjusted EBITDA was $109.0 million, compared with $123.0 million in the prior-year quarter, per the EBITDA reconciliation.
2025 guidance of $22.00 to $22.30 per share was reiterated and assumes no Medicare Cap for the Florida combined program from October 1, 2025.
Artisan Partners reported results for the quarter ended September 30, 2025. Revenue rose to $301.3 million from $282.8 million in the June quarter and $279.6 million a year earlier, but GAAP diluted earnings per share fell to $0.93 from $1.03 a year earlier. The company also declared a variable quarterly dividend of $0.88 per share, while reporting $2.3 billion of net client outflows and a $10.7 million non-cash tax charge.
Revenue of $301.3 million in the September 2025 quarter, compared with $282.8 million in the June 2025 quarter and $279.6 million a year earlier.
GAAP diluted EPS of $0.93, compared with $0.94 in the June quarter and $1.03 a year earlier; includes a $10.7 million non-cash tax charge ($0.15 per share).
Adjusted net income per adjusted share of $1.02, up from $0.83 in the June quarter; net client outflows of $2.3 billion; ending AUM of $181.3 billion.
Variable quarterly dividend of $0.88 per share, payable November 28, 2025, to shareholders of record as of November 14, 2025.
Acadia Realty Trust reported third-quarter 2025 results, with total revenues of $101.0 million, up from $87.7 million a year earlier, and FFO Before Special Items of $0.33 per share, up from $0.32. GAAP net earnings fell to $0.03 per share from $0.07, including a $0.03 per share impairment charge, and the company revised its 2025 NAREIT FFO guidance down while raising its net earnings guidance.
Q3 2025 total revenues were $101.0 million vs $87.7 million in Q3 2024; GAAP net earnings per share were $0.03 vs $0.07.
NAREIT FFO was $0.28 per share, flat year over year; FFO Before Special Items was $0.33 vs $0.32.
2025 NAREIT FFO guidance was revised to $1.20-$1.22 from $1.22-$1.26, mainly reflecting the decline in Albertsons' share price.
2025 FFO Before Special Items guidance was maintained at $1.32-$1.34 per share, and net earnings guidance was revised to $0.12-$0.14 from $0.09-$0.13.
BXP reported third-quarter 2025 results showing a net loss attributable to BXP of $121.7 million, or $0.77 per diluted share, compared with net income of $89.0 million, or $0.56 per share, in the prior quarter. Revenue rose slightly to $871.5 million and diluted FFO per share increased to $1.74 from $1.71, but the loss reflects a non-cash impairment charge of approximately $145.1 million tied to unconsolidated joint ventures and $68.9 million of impairment losses on pending dispositions.
Net loss attributable to BXP of $121.7 million, or $0.77 per diluted share, for the quarter ended September 30, 2025, versus net income of $89.0 million, or $0.56 per share, for the quarter ended June 30, 2025
Total revenue of $871.5 million, up from $868.5 million in the prior quarter; diluted FFO per share of $1.74, up from $1.71
Non-cash impairment charge of approximately $145.1 million in loss from unconsolidated joint ventures, plus $68.9 million of impairment losses related to pending dispositions
Full-year 2025 guidance projects diluted EPS of $0.99 to $1.02 and diluted FFO per share of $6.89 to $6.92; quarterly dividend was $0.70 per share versus $0.98 in the prior quarter
American Assets Trust reported third-quarter 2025 results showing lower year-over-year profit and FFO, with total revenue of $109.6 million versus $122.8 million a year earlier. The company raised its 2025 FFO per diluted share guidance to $1.93 to $2.01, a $0.02 increase at the midpoint, which may matter to shareholders because it signals management's updated outlook despite weaker quarterly results.
Q3 2025 net income attributable to stockholders was $4.5 million, or $0.07 per diluted share, versus $16.7 million, or $0.28, in Q3 2024.
Q3 2025 FFO was $0.49 per diluted share versus $0.71 a year earlier; excluding lease termination fees and litigation income, it was $0.48 versus $0.56.
2025 FFO per diluted share guidance rose to $1.93 to $2.01 (midpoint $1.97) from $1.89 to $2.01.
The board declared a $0.340 per share dividend for Q4 2025, payable December 18, 2025 to holders of record as of December 4, 2025.
Greenbrier reported fiscal 2025 results for the year ended August 31, 2025, with net earnings attributable to Greenbrier of $204.1 million, or $6.35 per diluted share, up from $4.96 in fiscal 2024, while revenue fell to $3.24 billion from $3.54 billion. Fourth-quarter core diluted EPS was $1.26, down from $1.86 in the third quarter, and the company issued fiscal 2026 guidance calling for EPS of $3.75 to $4.75 on revenue of $2.7 billion to $3.2 billion.
FY2025 net earnings attributable to Greenbrier $204.1 million, or $6.35 per diluted share, versus $4.96 in FY2024
FY2025 revenue $3,240.2 million versus $3,544.7 million in FY2024; Q4 revenue $759.5 million versus $842.7 million in Q3
Q4 GAAP diluted EPS $1.16 including $0.10 per share of European facility rationalization costs; core diluted EPS $1.26 versus $1.86 in Q3
FY2026 guidance: EPS $3.75 to $4.75, revenue $2.7 billion to $3.2 billion; quarterly dividend of $0.32 per share payable December 3, 2025
Sensata reported third-quarter 2025 revenue of $932.0 million, down 5.2% from a year earlier, and a loss of $1.12 per share including $259 million in charges tied to lower expected demand for electrification products. Adjusted EPS was $0.89, flat year over year, and fourth-quarter adjusted EPS guidance of $0.83 to $0.87 sits below the third-quarter level. The company also began tender offers for up to $350 million of senior notes and named Nicolas Bardot executive vice president and chief operations officer effective November 1, 2025.
Q3 revenue was $932.0 million, down $50.9 million or 5.2%; organic revenue rose 3.1%.
Q3 charges of about $259 million included a $225.7 million non-cash goodwill impairment tied to the Dynapower business.
Q3 adjusted EPS was $0.89, consistent with $0.89 a year earlier; GAAP loss per share was $1.12.
Q4 2025 guidance calls for revenue of $890 to $920 million and adjusted EPS of $0.83 to $0.87.
Merchants Bancorp reported third quarter 2025 net income of $54.7 million, or $0.97 per diluted share, down 11% and 17% respectively from the third quarter of 2024 but up 44% and 62% from the second quarter of 2025. The year-over-year decline reflected lower net interest income after provision for credit losses, while the sequential rebound was driven mainly by lower provision expenses. Total assets reached $19.4 billion, the highest level the company has reported.
Net income of $54.7 million was down $6.6 million from $61.3 million in Q3 2024 and up $16.7 million from $38.0 million in Q2 2025.
Provision for credit losses fell 45% to $29.2 million from $53.0 million in Q2 2025.
Net interest income of $128.1 million fell 4% from $132.8 million a year earlier, while noninterest income rose 157% to $43.0 million.
Tangible book value per common share reached a record $36.31, up 12% from $32.38 a year earlier.
Mondelēz International reported third-quarter 2025 net revenues of $9.7 billion, up 5.9%, but diluted EPS fell 9.5% to $0.57 and operating income fell 35.5% to $744 million. The company said cocoa cost inflation was at its peak in the third quarter and now expects 2025 Adjusted EPS to decline approximately 15% on a constant currency basis, with Organic Net Revenue growth of 4% or more.
Q3 net revenues $9.7 billion, up 5.9%; Organic Net Revenue up 3.4%, with volume/mix down 4.6 points
Q3 diluted EPS $0.57 versus $0.63 a year earlier; Adjusted EPS $0.73, down 24.2% on a constant currency basis
Updated 2025 outlook: Organic Net Revenue growth of 4%+ and Adjusted EPS down approximately 15% in constant currency; Free Cash Flow of $3+ billion still expected
Nine-month capital return to shareholders was $3.7 billion
Enphase Energy reported third-quarter 2025 revenue of $410.4 million, its highest level in two years, and GAAP net income of $66.6 million, or $0.50 per diluted share. For the fourth quarter, the company expects revenue of $310.0 million to $350.0 million, excluding safe harbor shipments, which is below the third-quarter level. Shareholders get higher quarterly sales and profit, but the outlook points to lower revenue next quarter.
Q3 2025 revenue was $410.4 million, up from $363.2 million in Q2 2025 and $380.9 million in Q3 2024, including $70.9 million of safe harbor revenue.
GAAP diluted EPS was $0.50, compared with $0.28 in Q2 2025 and $0.33 in Q3 2024; non-GAAP diluted EPS was $0.90.
Q4 2025 revenue outlook is $310.0 million to $350.0 million and excludes any safe harbor shipments.
Free cash flow was $5.9 million; no shares were repurchased in Q3 2025, and $268.7 million remains authorized for buybacks.
Bloom Energy reported third-quarter 2025 revenue of $519.0 million, up 57.1% from a year earlier, and GAAP operating income of $7.8 million compared with an operating loss a year earlier. The company still posted a larger GAAP net loss attributable to common stockholders of $23.1 million, or $0.10 per share, versus $14.7 million, or $0.06 per share, in the third quarter of 2024. The filing does not include guidance changes.
Revenue of $519.0 million, up 57.1% from $330.4 million in Q3 2024; the company calls this its fourth straight quarter of record revenue
GAAP net loss attributable to common stockholders of $23.1 million, or $0.10 per share, versus $14.7 million, or $0.06 per share, a year earlier
GAAP operating income of $7.8 million versus an operating loss of $9.7 million in Q3 2024; non-GAAP operating income of $46.2 million
Announced a $5 billion strategic AI infrastructure partnership with Brookfield Asset Management
Visa reported fiscal fourth-quarter 2025 net revenue of $10.7 billion, up 12%, with GAAP net income down 4% to $5.1 billion, mainly due to an $899 million litigation provision. The board also raised the quarterly dividend 14% to $0.670 per share, payable December 1, 2025.
Net revenue of $10.7 billion for the quarter ended September 30, 2025, up 12%
GAAP net income of $5.1 billion, or $2.62 per share, down 4% and 1%; includes $899 million litigation provision
Non-GAAP earnings per share of $2.98, up 10%
Quarterly dividend raised 14% to $0.670 per share, payable December 1, 2025, to holders of record as of November 12, 2025
UMB Financial reported third-quarter 2025 GAAP net income available to common shareholders of $180.4 million, or $2.36 per diluted share, up 64.5% from the year-earlier quarter but down from $215.4 million, or $2.82 per share, in the second quarter. The results include the Heartland Financial USA, Inc. (HTLF) acquisition, which closed January 31, 2025, and $35.6 million in acquisition-related and other nonrecurring costs. The board also declared a quarterly dividend of $0.43 per common share payable January 2, 2026.
GAAP diluted EPS of $2.36 vs. $2.82 in Q2 2025 and $2.23 in Q3 2024; non-GAAP operating EPS was $2.70 vs. $2.96 in Q2 2025 and $2.25 in Q3 2024
Total revenue of $678.3 million, down from $689.2 million in Q2 2025; noninterest income fell 8.5% sequentially to $203.3 million, mainly on lower investment securities gains
GAAP noninterest expense rose to $419.3 million, including $19.2 million in fees for termination of legacy HTLF contracts; nonaccrual loans rose to $132.0 million
Common dividend of $0.43 per share, record date December 10, 2025; preferred Series B dividend of $0.484375 per depositary share, payable January 15, 2026
CoStar Group reported third-quarter 2025 revenue of $834 million, up 20% from a year earlier, and raised its full-year 2025 adjusted EBITDA guidance to $415 million to $425 million. The company posted a GAAP net loss of $31 million, or $0.07 per diluted share, compared with net income of $53 million in the prior-year quarter, although non-GAAP net income rose 10% to $97 million.
Q3 2025 revenue was $834 million, up 20% from $693 million a year earlier
GAAP net loss was $31 million, or $0.07 per diluted share, versus net income of $53 million in Q3 2024
Adjusted EBITDA was $115 million in Q3, up 51% year over year
Full-year 2025 adjusted EBITDA guidance raised to $415 million to $425 million, a $40 million increase at the midpoint
NexPoint Residential Trust reported third-quarter 2025 results on October 28, 2025. Total revenues fell to $62.8 million from $64.1 million, while the net loss narrowed to $7.8 million from $8.9 million and Core FFO per diluted share rose to $0.70 from $0.69. The company affirmed its 2025 guidance for Core FFO and earnings per diluted share and approved a higher quarterly dividend of $0.53 per share.
Total revenues were $62.8 million for Q3 2025, compared with $64.1 million for Q3 2024.
Net loss attributable to common stockholders was $7.8 million, or $(0.31) per diluted share, compared with $8.9 million, or $(0.35), a year earlier.
Core FFO was $0.70 per diluted share versus $0.69, and AFFO was $0.80 versus $0.79.
On October 27, 2025, the board approved a quarterly dividend of $0.53 per share, a 3.9% increase, payable December 31, 2025 to holders of record on December 15, 2025.
Ecolab reported third-quarter 2025 net sales of $4.2 billion, up 4%, and adjusted diluted EPS of $2.07, up 13%. Reported diluted EPS fell 21% to $2.05 because the year-earlier quarter included a gain on the sale of its global surgical solutions business. The company sharpened its 2025 adjusted EPS outlook to $7.48 to $7.58, growth of 12% to 14%, which matters to shareholders because it sets the company's current full-year earnings range.
Q3 2025 net sales $4,165.0 million, up 4%; organic sales up 3%
Reported diluted EPS $2.05 vs. $2.58 a year ago (down 21%); adjusted diluted EPS $2.07 vs. $1.83 (up 13%)
2025 adjusted EPS outlook sharpened to $7.48 to $7.58; fourth-quarter adjusted EPS expected at $2.02 to $2.12
Expected 2025 special charges of about $0.34 per share, mainly restructuring
Sysco reported first quarter fiscal 2026 results for the 13 weeks ended September 27, 2025, with sales up 3.2% to $21.1 billion while GAAP net earnings fell 2.9% to $476 million. Adjusted diluted EPS rose 5.5% to $1.15, and the company reiterated its full-year fiscal 2026 guidance of 3%-5% sales growth and 1%-3% adjusted EPS growth.
Sales rose 3.2% to $21.1 billion; U.S. Foodservice case volume rose 0.1%
GAAP operating income fell 1.0% to $800 million; GAAP diluted EPS was flat at $0.99
Adjusted diluted EPS rose 5.5% to $1.15, excluding restructuring, transformation and acquisition-related costs
Full-year fiscal 2026 guidance reiterated: sales growth of 3%-5% and adjusted EPS growth of 1%-3%
CTS Corporation reported third quarter 2025 sales of $143 million, up 8% from a year earlier, with sales to diversified end markets up 22%. Net income fell to $14 million, or $0.46 per diluted share, from $18 million, or $0.59, and included a $4.2 million charge tied to an EPA past cost recovery claim. The company updated its 2025 guidance to sales of $535 million to $545 million and adjusted diluted EPS of $2.20 to $2.25.
Sales were $143 million, up 8%; transportation sales fell 7% and diversified end market sales rose 22%.
Net income was $14 million, or $0.46 per diluted share, versus $18 million, or $0.59, a year earlier.
Adjusted diluted EPS was $0.60, versus $0.61 a year earlier, including a $0.03 unfavorable impact from recent US tax legislation.
Updated 2025 guidance: sales of $535 million to $545 million and adjusted diluted EPS of $2.20 to $2.25.
Franklin Electric reported third quarter 2025 net sales of $581.7 million, up 9% from the prior year, and operating income of $85.1 million, up 16%. GAAP diluted EPS fell to $0.37 from $1.17 because of a $55.3 million pre-tax pension settlement charge from terminating its US Pension Plan, while adjusted diluted EPS rose 11% to $1.30. The company maintained the midpoint of its full-year 2025 guidance.
Q3 2025 net sales were $581.7 million, up 9% from $531.4 million in Q3 2024, with growth in all three segments.
The US Pension Plan termination produced a $55.3 million pre-tax charge ($41.7 million after tax), or about $0.93 per share.
Full-year 2025 guidance midpoints were maintained: sales of $2.09 billion to $2.15 billion and EPS of $4.00 to $4.20, excluding the pension termination impact.
Zebra Technologies reported third-quarter 2025 net sales of $1,320 million, up 5.2% from a year earlier, and non-GAAP diluted EPS of $3.88, up 11.2%. GAAP net income fell 26.3% to $101 million, or $1.97 per diluted share, and the company guided to fourth-quarter sales growth of 8% to 11% and non-GAAP EPS of $4.20 to $4.40. The company also committed to $500 million of share repurchases over the next twelve months.
Q3 net sales $1,320 million, up 5.2%; organic net sales growth 4.8%
GAAP net income $101 million vs. $137 million a year earlier; GAAP diluted EPS $1.97 vs. $2.64
Non-GAAP diluted EPS $3.88 vs. $3.49; adjusted EBITDA $285 million, up 6.3%
Q4 outlook: sales growth of 8% to 11%, non-GAAP diluted EPS of $4.20 to $4.40; $500 million of buybacks through the next 12 months
Commvault reported fiscal second-quarter 2026 results for the period ended September 30, 2025, with total revenues up 18% year over year to $276 million and total ARR passing $1 billion. GAAP diluted EPS was $0.33, down from $0.35 a year earlier, while non-GAAP diluted EPS rose to $0.91 from $0.83. The company gave updated full-year fiscal 2026 revenue guidance of $1,161 million to $1,165 million, which incorporates the Satori Cyber acquisition that closed August 28, 2025.
Total revenues were $276 million, up 18% year over year, for the quarter ended September 30, 2025.
Total ARR reached $1,043 million, up 22% year over year, surpassing the $1 billion milestone ahead of the March 2026 target.
GAAP diluted EPS was $0.33 versus $0.35 a year earlier; non-GAAP diluted EPS was $0.91 versus $0.83.
Full-year fiscal 2026 total revenue guidance is $1,161 million to $1,165 million; free cash flow guidance is $225 million to $230 million.
PHINIA reported third quarter 2025 results, with net sales up 8.2% to $908 million, while net earnings fell to $13 million after a one-time loss tied to a separation-related claim settlement. The company also updated its full-year 2025 guidance to include the Swedish Electromagnet Invest AB (SEM) acquisition, which it completed in the quarter for approximately $47 million.
Q3 net sales were $908 million, up from $839 million, with adjusted sales up 5.1% excluding currency and the SEM acquisition.
Q3 diluted EPS was $0.33 versus $0.70 a year earlier; adjusted diluted EPS was $1.59 versus $1.17.
Full-year 2025 guidance: net sales $3.39 billion to $3.45 billion; net earnings $100 million to $110 million; adjusted EBITDA $465 million to $480 million.
Cash and cash equivalents were $349 million and total debt was $992 million at September 30, 2025.
HNI Corporation reported third-quarter 2025 net sales of $683.8 million, up 1.7% from a year earlier, and GAAP net income of $41.2 million, down from $47.5 million. GAAP diluted EPS fell 10% to $0.88, while non-GAAP diluted EPS rose 7% to $1.10, and the company said its full-year outlook is essentially unchanged. The results are split between higher sales and non-GAAP earnings and lower GAAP profit, which includes $8.3 million of one-time costs tied to the pending Steelcase acquisition.
Q3 net sales rose 1.7% to $683.8 million; GAAP operating income fell to $64.6 million from $68.9 million
GAAP diluted EPS was $0.88 versus $0.98; non-GAAP diluted EPS was $1.10 versus $1.03
Company expects 2025 non-GAAP diluted EPS growth in the mid-teens percent range and Q4 non-GAAP EPS to rise slightly
Steelcase acquisition is expected to close before the end of 2025; HNI reduced debt by $120 million during the quarter
Skyworks reported preliminary fourth-quarter and fiscal 2025 results and announced a definitive agreement to combine with Qorvo in a cash-and-stock transaction. The company also declared a quarterly dividend of $0.71 per share. The Qorvo deal is expected to close in early calendar 2027, subject to regulatory approvals and shareholder approvals, and the preliminary results may change after the year-end audit.
Preliminary fourth-quarter revenue was $1.10 billion, with GAAP diluted EPS of $1.07 versus $0.37 a year earlier and non-GAAP diluted EPS of $1.76 versus $1.55.
Preliminary fiscal 2025 revenue was $4.09 billion, with GAAP diluted EPS of $3.20 versus $3.69 and non-GAAP diluted EPS of $5.93 versus $6.27 in fiscal 2024.
The Qorvo combination is expected to close in early calendar 2027, subject to regulatory and shareholder approvals.
The $0.71 per share dividend is payable December 9, 2025, to holders of record on November 18, 2025.
NeoGenomics reported third-quarter 2025 revenue up 12% year over year to $188 million, driven by 18% growth in clinical revenue. The net loss widened 53% to $27 million, and adjusted EBITDA fell 9% to $12.2 million, so revenue growth did not carry through to profit. The company re-affirmed its full-year 2025 guidance for revenue, net loss and adjusted EBITDA, which had been revised on July 29, 2025.
Q3 2025 consolidated revenue of $188 million, up 12%; clinical revenue up 18%, or 15% excluding the Pathline acquisition
Net loss of $27 million, up 53% from $18 million in Q3 2024; diluted loss of $0.21 per share
Q3 impairment charges of $7.1 million related to the planned sale of Trapelo; adjusted EBITDA of $12.2 million, down 9%
Full-year 2025 guidance re-affirmed: consolidated revenue $720 million to $726 million; net loss $116 million to $108 million; adjusted EBITDA $41 million to $44 million
Alkermes reported third-quarter 2025 total revenues of $394.2 million, up from $378.1 million a year earlier, while GAAP net income fell to $82.8 million, or $0.49 per diluted share, from $92.4 million, or $0.55 per diluted share, in the prior-year quarter. The company raised its 2025 expectations, including total revenues of $1,430 million to $1,490 million and GAAP net income of $230 million to $250 million, and the filing notes the proposed acquisition of Avadel Pharmaceuticals announced the prior week.
Q3 2025 total revenues were $394.2 million vs. $378.1 million in Q3 2024; LYBALVI revenues were $98.2 million, up 32%.
GAAP net income was $82.8 million ($0.49 diluted EPS) vs. $92.4 million ($0.55 diluted EPS) in Q3 2024.
2025 total revenue guidance raised to $1,430 million to $1,490 million from $1,340 million to $1,430 million; GAAP net income guidance raised to $230 million to $250 million from $175 million to $205 million.
Cash, cash equivalents and total investments were $1.14 billion at Sept. 30, 2025, vs. $1.05 billion at June 30, 2025.
Skyworks Solutions agreed to merge with Qorvo in a cash-and-stock transaction that the companies say values the combined enterprise at about $22 billion. Qorvo shareholders would receive $32.50 in cash and 0.960 of a Skyworks share per Qorvo share, and Skyworks holders would own about 63% of the combined company, which is expected to close in early calendar 2027 subject to shareholder and regulatory approvals.
Qorvo holders receive $32.50 in cash plus 0.960 Skyworks common shares per Qorvo share; Skyworks shareholders would own about 63% of the combined company
Goldman Sachs Bank USA committed up to $3,050,000,000 in senior unsecured bridge term loans; receipt of financing is not a closing condition
Companies expect $500 million or more of annual cost synergies within 24-36 months after closing; the deal is expected to close early in calendar 2027
Phil Brace will be chief executive officer of the combined company; Robert Bruggeworth will be a Qorvo designee on the board
A. O. Smith reported third-quarter 2025 net sales of $942.5 million, up 4%, and diluted EPS of $0.94, up 15% from $0.82 a year earlier. The company lowered its full-year 2025 sales outlook to flat to up 1% and narrowed its diluted EPS range to $3.70 to $3.85, with management citing China headwinds and weaker new home construction in North America, which matters to shareholders because the outlook is weaker even as recent results grew.
Q3 2025 net sales of $942.5 million, up 4%; net earnings of $132.0 million, up 10%; diluted EPS of $0.94, up 15%
Full-year 2025 consolidated sales now projected flat to up 1% versus 2024 actual of $3,818 million
Diluted EPS outlook narrowed to $3.70 to $3.85, with the midpoint lowered according to the CEO; 2024 diluted EPS was $3.63
China sales fell 12% in local currency in the quarter; board approved a 6% dividend increase on October 13, 2025
Labcorp reported third-quarter 2025 revenue of $3.56 billion, up from $3.28 billion, and diluted EPS of $3.12, up from $2.00. It raised its full-year adjusted EPS guidance midpoint by $0.05 and its free cash flow guidance midpoint by $25 million, but lowered its revenue growth guidance midpoint by 40 basis points, citing currency and acquisition timing.
Q3 revenue was $3.56 billion versus $3.28 billion a year earlier; adjusted EPS was $4.18 versus $3.50.
Full-year adjusted EPS guidance is now $16.15 to $16.50, with the midpoint raised by $0.05.
Full-year revenue growth guidance is 7.4% to 8.0%, with the midpoint lowered 40 basis points due to currency and acquisition timing.
Free cash flow guidance is $1.17 billion to $1.29 billion, with the midpoint raised by $25 million.
Regeneron reported third quarter 2025 total revenues of $3.75 billion, up 1% from a year earlier, and GAAP diluted EPS of $13.62, up 18%. Non-GAAP diluted EPS fell 5% to $11.83, and EYLEA franchise U.S. net sales declined 28% to $1.11 billion, while the company narrowed or lowered several full-year 2025 expense guidance ranges and raised its GAAP effective tax rate guidance to approximately 14%.
Total revenues $3.754 billion vs. $3.721 billion in Q3 2024; Dupixent global net sales recorded by Sanofi rose 27% to $4.86 billion.
GAAP net income rose 9% to $1.460 billion, helped by $578 million in net gains on securities; non-GAAP net income fell 12% to $1.287 billion.
Full-year 2025 guidance: GAAP R&D and non-GAAP SG&A ranges lowered; GAAP effective tax rate raised to approximately 14% from 11%–13%.
Board declared a $0.88 per share dividend payable December 5, 2025; $2.156 billion remained available for share repurchases as of September 30, 2025.
Curbline Properties reported third quarter 2025 net income attributable to the company of $9.3 million, or $0.09 per diluted share, compared with a net loss of $15.4 million a year earlier, on revenue of $48.6 million versus $29.8 million. It raised its 2025 Operating FFO guidance to $1.04 to $1.05 per diluted share but lowered its net income guidance to $0.35 to $0.38 per diluted share from $0.37 to $0.44.
Q3 2025 net income attributable to Curbline was $9.3 million ($0.09 per diluted share), versus a net loss of $15.4 million ($0.15 per share) in Q3 2024.
Q3 2025 Operating FFO was $29.5 million ($0.28 per diluted share), up from $19.5 million ($0.19 per share) a year earlier.
Revised 2025 guidance: net income of $0.35 to $0.38 per diluted share (prior $0.37 to $0.44); Operating FFO of $1.04 to $1.05 (prior $1.00 to $1.03).
During Q3 2025 the company acquired 37 convenience shopping centers for $336.1 million; leased rate was 96.7% at September 30, 2025.
NXP reported third-quarter 2025 revenue of $3.17 billion, down 2% from a year earlier but up 8% from the second quarter, and GAAP diluted earnings per share of $2.48, down 11% year on year. Its fourth-quarter revenue guidance of $3.2 billion to $3.4 billion is above the third-quarter level, and CEO Kurt Sievers retired effective October 28, 2025, with Rafael Sotomayor succeeding him.
Q3 2025 revenue $3.17 billion versus $3.25 billion in Q3 2024 and $2.93 billion in Q2 2025; non-GAAP diluted EPS $3.11 versus $3.45 a year earlier
Q4 2025 guidance: revenue $3.2 billion to $3.4 billion; non-GAAP diluted EPS $3.07 to $3.49
Capital return in Q3 was $310 million, or 60.9% of non-GAAP free cash flow of $509 million
Sotomayor's base salary is $1,050,000 with a 170% target annual incentive and a $10,500,000 long-term equity award
Group 1 Automotive reported third-quarter 2025 revenue of $5.8 billion, up 10.8% from a year earlier, but diluted earnings per share from continuing operations fell to $1.02 from $8.68. The decline reflects $123.9 million in U.K. goodwill, franchise rights and fixed asset impairment charges, and the company also recorded $1.6 million in U.K. restructuring charges. Adjusted diluted EPS, a non-GAAP measure, rose 5.6% to $10.45.
Q3 total revenues $5.8 billion, up 10.8% from $5.2 billion; gross profit $919.7 million, up 7.9%
Diluted EPS from continuing operations $1.02 vs. $8.68; net income from continuing operations $13.1 million vs. $117.1 million
Adjusted diluted EPS (non-GAAP) $10.45 vs. $9.90, up 5.6%
Repurchased $82.5 million of shares in Q3; $226.3 million remained under the buyback authorization as of September 30, 2025
Axalta reported third-quarter 2025 results with net sales down 2% to $1.3 billion, while net income rose to $110 million and diluted EPS increased 11% to $0.51. The company also plans to deploy up to $250 million on share repurchases in the fourth quarter and amended its credit agreement to allow borrowings to fund those buybacks.
Q3 net sales fell 2% year over year to $1.3 billion, mainly on lower Performance Coatings sales in North America.
Q3 net income was $110 million, up $8 million year over year; diluted EPS was $0.51 versus $0.46.
Adjusted EBITDA was $294 million, a quarterly record, with margin of 22.8%.
Axalta plans up to $250 million of share repurchases in Q4 2025; Amendment No. 17, dated October 28, 2025, permits credit agreement borrowings to fund buybacks.
VF reported second-quarter fiscal 2026 revenue of $2.8 billion, up 2% from a year earlier, and operating income of $313 million, both ahead of its guidance. Diluted earnings per share from continuing operations fell to $0.48 from $0.52, and adjusted EPS fell to $0.52 from $0.60. The company also announced a $600 million sale of the Dickies brand to Bluestar Alliance, with proceeds to pay down debt, and guided third-quarter adjusted operating income to $275 million to $305 million.
Q2 revenue $2.8 billion, up 2% vs. last year (down 1% in constant currency); guidance was down 4% to down 2% in constant currency
Operating income $313 million; adjusted operating income $330 million vs. guidance of $260 million to $290 million
Diluted EPS $0.48 vs. $0.52 a year earlier; adjusted EPS $0.52 vs. $0.60
Pending $600 million Dickies sale to Bluestar Alliance expected to close in Q3 fiscal 2026; quarterly dividend of $0.09 per share payable December 18, 2025
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