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).
KBR reported third quarter fiscal 2025 results on October 30, 2025, with revenue of $1.9 billion, down $6 million, while net income attributable to KBR rose to $115 million and Adjusted EBITDA rose 10% to $240 million. The company lowered its fiscal 2025 revenue guidance to $7.75 billion-$7.85 billion from $7.9 billion-$8.1 billion, citing the pace of awards and bids won under protest that will not be resolved during the U.S. Government shutdown. For shareholders, higher profit is offset by a lower revenue forecast, while the Adjusted EBITDA, Adjusted EPS and operating cash flow guidance was unchanged.
Q3 revenue was $1,931 million, down $6 million from $1,937 million in the prior-year quarter.
Net income attributable to KBR was $115 million versus $100 million; diluted EPS was $0.90 versus $0.75.
Adjusted EBITDA was $240 million, up 10%, and Adjusted EPS was $1.02, up 21%.
Fiscal 2025 revenue guidance was cut to $7.75 billion-$7.85 billion; Adjusted EBITDA ($960 million-$980 million), Adjusted EPS ($3.78-$3.88) and operating cash flows ($500 million-$550 million) were unchanged.
Pilgrim's Pride reported third quarter 2025 results for the period ended September 28, 2025, with net sales up 3.8% year over year to $4.8 billion. GAAP earnings per share fell 2.0% to $1.44 and operating income fell 3.1% to $492.6 million, while Adjusted EBITDA declined 4.1% to $633.1 million. For shareholders, higher sales were offset by lower quarterly profit measures, though nine-month GAAP EPS rose 16.5% to $4.17.
Third quarter net sales were $4,759.3 million, up 3.8% from $4,585.0 million a year earlier.
GAAP EPS was $1.44 versus $1.47 in the prior-year quarter, a decline of 2.0%; adjusted EPS was $1.52.
Adjusted EBITDA was $633.1 million, a 13.3% margin, compared with $660.4 million and a 14.4% margin a year earlier.
Nine-month GAAP EPS rose 16.5% to $4.17, and net leverage was approximately 1.0 times Adjusted EBITDA.
Xcel Energy reported third-quarter 2025 GAAP diluted earnings of $0.88 per share, down from $1.21 a year earlier, after a $287 million Marshall Wildfire litigation charge. Ongoing diluted EPS was $1.24 versus $1.25, and operating revenues rose to $3.9 billion from $3.6 billion. The company reaffirmed 2025 ongoing EPS guidance of $3.75 to $3.85 and initiated 2026 guidance of $4.04 to $4.16.
Q3 2025 GAAP net income was $524 million ($0.88 per share) versus $682 million ($1.21 per share) in Q3 2024.
Q3 2025 ongoing EPS was $1.24 versus $1.25 a year earlier; the GAAP figure includes a $287 million Marshall Wildfire litigation charge.
Total operating revenues were $3,915 million for the quarter, up from $3,644 million.
2025 ongoing EPS guidance of $3.75 to $3.85 was reaffirmed; 2026 ongoing EPS guidance of $4.04 to $4.16 was initiated.
Beacon Financial reported a third-quarter net loss of $56.3 million, or $0.64 per share, compared with net income of $22.0 million, or $0.25 per share, in the second quarter. The loss reflects $129.8 million in pre-tax one-time costs tied to the merger of equals with Brookline Bancorp, which took effect September 1, 2025; excluding those costs, operating earnings were $38.5 million, or $0.44 per diluted share. The board also approved a $0.3225 quarterly dividend.
Q3 2025 net loss of $(56.3) million, or $(0.64) per basic share, versus Q2 net income of $22.0 million, or $0.25 per share
Pre-tax one-time merger costs of $129.8 million; operating earnings of $38.5 million, or $0.44 per diluted share
Quarterly dividend of $0.3225 per share, payable November 24, 2025 to stockholders of record on November 10, 2025
Conference call scheduled for 1:30 PM Eastern Time on October 30, 2025
Franklin BSP Realty Trust reported third-quarter 2025 GAAP net income of $17.6 million, or $0.12 per diluted share, down from $24.4 million, or $0.19, in the prior quarter. Distributable Earnings were $26.7 million, or $0.22 per diluted share on a fully converted basis, compared with $29.0 million, or $0.27, in the second quarter, while book value fell to $14.29 from $14.82 per share. Total income rose to $89.5 million from $54.0 million a year earlier.
GAAP net income of $17.6 million and diluted EPS of $0.12 for the quarter ended September 30, 2025, versus $0.30 a year earlier
Distributable Earnings of $26.7 million, or $0.22 per diluted share, versus $29.0 million, or $0.27, in the quarter ended June 30, 2025
Declared a common stock cash dividend of $0.355 per share; book value of $14.29 per diluted share at September 30, 2025
Completed the $425 million acquisition of NewPoint Holdings JV LLC on July 1, 2025, and closed an approximately $1.1 billion securitization on October 15, 2025
Envista reported third-quarter 2025 sales of $670 million, up 11.5% from a year earlier, and adjusted diluted EPS of $0.32 versus $0.12. The company posted a GAAP net loss of $30 million, driven by a tax charge tied to restructuring certain intercompany loans, and raised the low end of its full-year adjusted EPS guidance to $1.10 to $1.15.
Q3 2025 sales were $670 million, up from $601 million, with core sales growth of 9.4%.
GAAP net loss of $30 million, or $0.18 per diluted share, reflected a tax charge from restructuring certain intercompany loans; adjusted EPS was $0.32 versus $0.12.
Full-year 2025 adjusted diluted EPS guidance is $1.10 to $1.15, up from $1.05 to $1.15; core sales growth guidance is about 4%, up from 3% to 4%.
Repurchased 2.1 million shares for about $41 million in the quarter, leaving $108 million under the repurchase program.
WEX reported third-quarter 2025 revenue of $691.8 million, up 3.9%, and raised its full-year 2025 revenue and adjusted net income per diluted share guidance. GAAP net income fell 8.7% to $80.3 million, or $2.30 per diluted share, while adjusted net income rose 5.5% to $159.7 million, or $4.59 per diluted share. The same filing says the board added David Foss as a director effective November 3, 2025.
Q3 2025 revenue of $691.8 million, up 3.9%; GAAP net income of $80.3 million, down 8.7%
Full-year 2025 revenue guidance raised to $2.63 billion to $2.65 billion; adjusted EPS guidance raised to $15.76 to $15.96 from $15.37 to $15.77
Fourth-quarter 2025 revenue expected at $646 million to $666 million and adjusted EPS at $3.76 to $3.96
David Foss appointed to the board on October 26, 2025, effective November 3, 2025; the board increased to 12 members
Murphy USA reported third-quarter 2025 net income of $129.9 million, down from $149.2 million a year earlier, as lower fuel margins and a $12.6 million restructuring charge outweighed higher merchandise contribution. The company also named Mindy K. West as its next President and CEO effective January 1, 2026, succeeding Andrew Clyde, and approved a new $2.0 billion share repurchase authorization and a 19% dividend increase. For shareholders, the filing shows lower quarterly profit alongside larger planned capital returns and a 2025 outlook with some ranges raised and others, including fuel volume, lowered.
Q3 2025 net income was $129.9 million, or $6.76 per diluted share, versus $149.2 million, or $7.20 per diluted share, in Q3 2024; the quarter included a $12.6 million restructuring charge.
Mindy K. West becomes President and CEO effective January 1, 2026, succeeding R. Andrew Clyde, who retires from the CEO role and the Board on December 31, 2025.
The Board approved a new share repurchase authorization of up to $2.0 billion expiring December 31, 2030; $337 million remains under the current $1.5 billion program.
Quarterly dividend of $0.63 per share, a 19% increase from the prior quarter, is payable December 1, 2025 to holders of record as of November 10, 2025.
Coeur Mining reported third quarter 2025 revenue of $555 million, up from $481 million in the prior quarter, and GAAP net income from continuing operations of $267 million, or $0.41 per share. The GAAP result includes a $216 million tax benefit from recognizing U.S. deferred tax assets; adjusted net income was $147 million, or $0.23 per share. The company also refined its 2025 production guidance, raising the gold midpoint 1% and lowering the silver midpoint 2%, and lowered cost guidance at three of its five operations.
Q3 2025 revenue of $555 million versus $481 million in Q2 2025 and $314 million in Q3 2024
GAAP net income of $267 million ($0.41 per share), including a $216 million tax benefit; adjusted net income of $147 million ($0.23 per share)
2025 gold production midpoint raised 1% to 415,250 ounces; silver midpoint cut 2% to 18.1 million ounces
Cash and equivalents of $266 million at September 30, 2025, versus $111.6 million at June 30, 2025
Morningstar reported third-quarter 2025 revenue of $617.4 million, up 8.4%, and adjusted diluted earnings per share of $2.55, up 27.5%. GAAP diluted EPS fell 21.7% to $2.17 because the prior-year period included a gain from the sale of its Commodity and Energy Data business. The board also approved a new three-year buyback of up to $1 billion, effective October 31, 2025, which replaces the $500 million program the company completed in October.
Q3 reported revenue rose 8.4% to $617.4 million; organic revenue rose 9.0%.
Q3 operating income rose 10.6% to $127.8 million; adjusted operating income rose 15.6% to $150.6 million.
Q3 GAAP diluted EPS fell 21.7% to $2.17; the prior-year period had a $1.05 per-share gain from the Commodity and Energy Data sale.
New three-year share repurchase program authorizes up to $1 billion, effective October 31, 2025.
Cognex reported third-quarter 2025 revenue of $277 million, up 18% from a year earlier, but GAAP net income fell 40% to $18 million, or $0.10 per diluted share. The company said revenue included a one-time benefit from a commercial partnership; excluding it, revenue grew 13%. The board also declared a quarterly dividend of $0.085 per share, up from $0.08, and issued fourth-quarter 2025 revenue guidance of $230 million to $245 million.
Q3 revenue was $277 million, up 18% year over year; adjusted diluted EPS was $0.33, up 69% from $0.20.
GAAP net income was $18 million, down from $30 million; GAAP diluted EPS was $0.10 versus $0.17.
Q4 2025 guidance: revenue of $230 million to $245 million, adjusted EPS of $0.19 to $0.24.
Dividend of $0.085 per share is payable November 28, 2025, to holders of record on November 13, 2025.
Silgan reported third quarter 2025 net sales of $2.01 billion, up 15%, and diluted EPS of $1.06, up from $0.93, with adjusted EPS of $1.22, up 1%. The company cut its full-year 2025 adjusted EPS estimate to $3.66 to $3.76 from $3.85 to $4.05, citing lower customer volume forecasts in North American personal and home care and higher tax and interest expense, which weighs on shareholder earnings expectations despite the stronger quarter.
Q3 2025 net sales $2.01 billion, up $263.6 million (15%) from $1.75 billion, driven mainly by the Weener acquisition and higher raw material pass-through costs
Q3 2025 net income $113.3 million, or $1.06 per diluted share, versus $100.1 million, or $0.93, a year earlier; adjusted EPS $1.22 versus $1.21
2025 adjusted EPS estimate lowered to $3.66 to $3.76 from $3.85 to $4.05; Q4 2025 adjusted EPS estimate of $0.62 to $0.72 versus $0.85 in Q4 2024
Company confirmed 2025 free cash flow estimate of $430 million and raised 2025 interest expense estimate to about $190 million from about $185 million
C.H. Robinson reported third-quarter 2025 results, with income from operations up 22.6% to $220.8 million and diluted EPS up 67.5% to $1.34, while total revenues fell 10.9% to $4.1 billion, driven by lower ocean pricing and volume and the divestiture of its Europe Surface Transportation business. The company also furnished an update raising its 2026 operating income target and authorizing an additional $2 billion share buyback, which matters to shareholders because it signals a higher profit goal and more capital returned.
Total revenues decreased 10.9% to $4.1 billion; income from operations rose 22.6% to $220.8 million
Diluted EPS of $1.34 rose 67.5%; adjusted diluted EPS of $1.40 rose 9.4%
Global Forwarding revenues fell 31.1% to $786.3 million and segment income from operations fell 44.4% to $49.0 million
Additional $2 billion share buyback authorization and raised 2026 operating income target, announced October 29, 2025
Extra Space Storage reported third-quarter 2025 results, with net income of $0.78 per diluted share, down 14.3% from the prior year, including a $105.1 million loss on assets held for sale and sold. Core FFO was $2.08 per diluted share, up 0.5%, while same-store revenue fell 0.2% and same-store net operating income fell 2.5%. The company narrowed its 2025 Core FFO outlook to $8.12-$8.20 per share from $8.05-$8.25, raising the low end and lowering the high end.
Q3 2025 net income of $0.78 per diluted share, down from $0.91 a year earlier, including a $105.1 million loss on assets held for sale and sold
Q3 2025 Core FFO of $2.08 per diluted share, up 0.5% from $2.07
Same-store revenue down 0.2% and same-store NOI down 2.5% for the quarter; ending same-store occupancy of 93.7%
2025 Core FFO guidance of $8.12-$8.20 per share, versus $8.05-$8.25 given on July 30, 2025
Sun Communities reported third-quarter 2025 net income attributable to common shareholders of $8.5 million, or $0.07 per diluted share, down from $288.7 million, or $2.31 per diluted share, a year earlier. Core FFO per share was $2.28, compared with $2.36 in the same period of 2024, but the company raised its full-year 2025 Core FFO per share guidance by $0.04 to a range of $6.59 to $6.67.
Q3 net loss from continuing operations was $3.7 million, or $0.05 per diluted share, versus net income from continuing operations of $278.4 million a year earlier.
North America same property NOI for MH and RV rose 5.4% for the quarter, and adjusted blended occupancy reached 99.2%.
Full-year 2025 diluted EPS guidance is $10.25 to $10.33, and Q4 2025 Core FFO per share guidance is $1.31 to $1.39.
Management will hold an investor conference call at 2:00 p.m. ET on October 30, 2025.
Impinj reported third-quarter 2025 revenue of $96.1 million, up from $95.2 million a year earlier, but a GAAP net loss of $12.8 million, or $0.44 per diluted share, after a $15.0 million induced conversion expense. The company also guided fourth-quarter 2025 revenue to $90.0 million to $93.0 million, with a GAAP net loss expected between $2.6 million and $1.1 million.
Q3 2025 revenue was $96.1 million versus $95.2 million in Q3 2024.
Q3 included a $15.0 million induced conversion expense; adjusted EBITDA was $19.1 million versus $17.3 million.
Q4 2025 guidance: revenue of $90.0 million to $93.0 million; GAAP net loss of $2.6 million to $1.1 million.
GAAP net loss was $12.8 million, or $0.44 per diluted share, versus net income of $221,000 a year earlier.
VIAVI reported preliminary results for its fiscal first quarter ended September 27, 2025, with net revenue up 25.6% year over year to $299.1 million, and non-GAAP diluted EPS rising to $0.15 from $0.06. GAAP results were weaker, with a net loss of $21.4 million compared with a $1.8 million loss a year earlier, and the company said the results are preliminary until it files its Form 10-Q. It also guided second-quarter fiscal 2026 net revenue to $360 million to $370 million and non-GAAP EPS to $0.18 to $0.20.
Net revenue of $299.1 million, up from $238.2 million a year earlier and up 3.0% from the prior quarter
GAAP net loss of $21.4 million, or $(0.10) per diluted share, versus a $1.8 million loss, or $(0.01) per share, a year earlier
Non-GAAP diluted EPS of $0.15, up from $0.06; the company cited a $10.9 million change in fair value of a contingent liability among GAAP items
Second-quarter fiscal 2026 outlook: net revenue of $360 million to $370 million and non-GAAP EPS of $0.18 to $0.20
Bio-Rad reported third-quarter 2025 revenue of $653.0 million, up 0.5% from a year earlier but down 1.7% on a currency-neutral basis. A $495.3 million loss from the change in fair market value of its Sartorius AG investment drove a GAAP net loss of $341.9 million, or $12.70 per diluted share, compared with net income of $653.2 million a year earlier. The company kept its full-year 2025 non-GAAP outlook unchanged.
GAAP net loss of $341.9 million, or $12.70 per diluted share, versus net income of $653.2 million, or $23.34 per share, in Q3 2024
Non-GAAP net income of $60.8 million, or $2.26 per diluted share, versus $56.3 million, or $2.02 per share, a year earlier
Non-GAAP operating margin of 11.8% versus 11.3%; currency-neutral sales decreased 1.7%, with lower sales in both Life Science and Clinical Diagnostics
Full-year 2025 outlook maintained: non-GAAP currency-neutral revenue growth of approximately 0 to 1.0% and non-GAAP operating margin of approximately 12.0 to 13.0%
Kite Realty Group reported a third-quarter 2025 net loss attributable to common shareholders of $16.2 million, or $0.07 per diluted share, compared with net income of $16.7 million, or $0.08 per diluted share, a year earlier. The quarter included $39.3 million of impairment charges, while Core FFO rose to $0.52 per diluted share from $0.49, and the company raised its 2025 Core FFO guidance to $2.05 to $2.07 per diluted share.
Q3 2025 net loss attributable to common shareholders of $16.2 million, or $0.07 per diluted share, versus net income of $16.7 million, or $0.08, in Q3 2024; impairment charges were $39.3 million.
Q3 2025 Core FFO of the Operating Partnership was $116.3 million, or $0.52 per diluted share, versus $0.49 a year earlier.
2025 Core FFO guidance raised to $2.05 to $2.07 per diluted share from $2.02 to $2.06; NAREIT FFO guidance raised to $2.09 to $2.11 from $2.06 to $2.10.
Board declared a fourth quarter 2025 dividend of $0.29 per common share, up 7.4% year over year, payable on or about January 16, 2026.
MGM Resorts reported a third-quarter 2025 net loss attributable to the company of $285 million, compared with net income of $185 million a year earlier, driven mainly by a $256 million non-cash goodwill impairment tied to its decision to withdraw a Empire City gaming license application. Consolidated net revenues rose 2% to $4.3 billion and Adjusted EPS was $0.24 versus $0.54, while the company also signed a secured credit agreement for a JPY45.2 billion term loan that its filing says supports the MGM Osaka project.
Net revenues of $4.3 billion, up 2% year over year; diluted loss per share of $1.05 versus earnings of $0.61
Goodwill impairment of $256 million and about $93 million of other non-cash write-offs related to Empire City
Adjusted EPS of $0.24 versus $0.54; Consolidated Adjusted EBITDA of $506 million versus $574 million
Credit Agreement dated October 23, 2025 with Sumitomo Mitsui Banking Corporation provides a JPY45.2 billion term loan maturing in October 2030, subject to conditions
Mid-America Apartment Communities (MAA) reported third-quarter 2025 results with diluted earnings per share of $0.84, down from $0.98, and Core FFO per diluted share of $2.16, down from $2.21. It lowered its full-year 2025 earnings per share guidance to $4.18 to $4.30 from $5.25 to $5.49, and narrowed its Core FFO guidance to $8.68 to $8.80 from $8.65 to $8.89, which lowers the midpoint to $8.74 from $8.77.
Q3 2025 diluted EPS was $0.84 versus $0.98 in Q3 2024; Core FFO per diluted share was $2.16 versus $2.21.
Revised full-year 2025 EPS guidance is $4.18 to $4.30 (midpoint $4.24), down from $5.25 to $5.49 (midpoint $5.37).
Q3 2025 rental and other property revenues were $554.4 million, up from $551.1 million a year earlier.
The board declared its 127th consecutive quarterly common dividend, paid October 31, 2025; the current annual dividend rate is $6.06 per share.
Broadstone Net Lease reported third-quarter 2025 revenue of $114.2 million, up from $108.4 million a year earlier, and AFFO of $74.3 million, or $0.37 per diluted share, up 5.7%. GAAP net income fell 26.3% to $27.1 million, or $0.14 per diluted share, and the company raised its full-year 2025 AFFO per share guidance, which matters to shareholders because the outlook improved while reported profit declined.
Q3 2025 AFFO of $74.3 million, or $0.37 per diluted share, up 5.7% from the prior-year quarter.
Q3 2025 net income of $27.1 million, or $0.14 per diluted share, down 26.3%, mainly from a $10.1 million rise in interest expense and a $5.9 million rise in impairment provisions.
2025 AFFO guidance raised to $1.49 to $1.50 per diluted share from $1.48 to $1.50.
Quarterly dividend of $0.29 per share declared on October 23, 2025, payable on or before January 15, 2026.
EPR Properties reported third-quarter 2025 results with total revenue of $182.3 million, up 1.0% from a year earlier, and net income available to common shareholders per diluted share of $0.79, up from $0.53. The company raised the low end and lowered the high end of its 2025 FFOAA per diluted share guidance to $5.05 to $5.13, but cut its net income per diluted share guidance to $3.14 to $3.22 from $3.20 to $3.36, so shareholders see higher core earnings expectations alongside lower GAAP earnings expectations.
Q3 2025 FFOAA per diluted share was $1.37, up 5.4% from $1.30; AFFO per diluted share was $1.39, up 7.8%.
2025 FFOAA per diluted share guidance is now $5.05 to $5.13, versus $5.00 to $5.16 previously.
2025 net income per diluted share guidance was cut to $3.14 to $3.22 from $3.20 to $3.36.
Liquidity: $13.7 million cash and $379.0 million drawn on a $1.0 billion revolver at September 30, 2025; no scheduled debt maturities until August 2026.
Valaris reported third quarter 2025 total operating revenues of $596 million, down from $615 million in the second quarter, and adjusted EBITDA of $163 million, down from $201 million. Net income rose to $187 million from $114 million, helped by a $90 million gain on asset sales, including the sale of jackup VALARIS 247. The company also repurchased $75 million of shares and secured a contract for VALARIS DS-12.
Total operating revenues of $596 million, down from $615 million in Q2 2025
Net income of $187 million, up from $114 million in Q2 2025, including a $90 million gain on asset sales
Adjusted EBITDA of $163 million, down from $201 million in Q2 2025
Repurchased $75 million of shares; contract for VALARIS DS-12 with an estimated duration of 350 days
Pitney Bowes reported third-quarter 2025 revenue of $460 million, down 8% from a year earlier, while GAAP net income swung to $52 million from a loss of $138 million in the prior-year quarter. The company now expects to land near the low end of its revenue, Adjusted EBIT and free cash flow guidance ranges, and near the midpoint for Adjusted EPS, and it raised its share repurchase authorization to $500 million.
Q3 revenue was $460 million, down 8% year over year; GAAP diluted EPS was $0.30 versus a loss of $0.75 a year earlier
Adjusted EPS was $0.31, up $0.10 year over year; Adjusted EBIT was $107 million, up $5 million
Full-year 2025 outlook: revenue, Adjusted EBIT and free cash flow near the low end of prior ranges; Adjusted EPS near the midpoint
Board raised the share repurchase authorization to $500 million after more than $280 million in year-to-date buybacks, and increased the quarterly dividend from $0.08 to $0.09 per share
Hawkins reported record second-quarter fiscal 2026 revenue of $280.4 million, up 14% from a year earlier, led by 21% growth in Water Treatment that included $23 million of sales from acquired businesses. Diluted EPS fell 7% to $1.08 from $1.16, mainly because of $5 million more amortization and interest expense tied to acquisitions, including WaterSurplus. Management expects about $17 million of annualized WaterSurplus-related expense in fiscal 2026 and expects Food and Health Sciences sales to be flat to down in the second half.
Revenue was $280.4 million, up $33.4 million or 14%; Water Treatment sales rose 21% to $150.9 million.
Net income was $22.6 million, or $1.08 per diluted share, versus $24.1 million, or $1.16, a year earlier.
Adjusted EBITDA was $50.4 million, up 9%; the company expects $17 million of annualized WaterSurplus-related expense in fiscal 2026.
Total debt was $279.0 million at September 28, 2025, after repaying $20 million on its line of credit in the quarter.
Carlisle reported third-quarter 2025 revenue of $1.3 billion, up 1.0% year over year, while diluted EPS from continuing operations fell 6.2% to $4.97 and adjusted EPS fell 2.9% to $5.61. The company revised its 2025 outlook to flat full-year revenue and an adjusted EBITDA margin down 250 basis points from 2024, and raised its full-year share repurchase target to $1.3 billion.
Q3 revenue $1,346.9 million, up 1.0% from $1,333.6 million; operating income fell 7.1% to $293.9 million
Diluted EPS from continuing operations $4.97 vs $5.30 a year earlier; adjusted EPS $5.61 vs $5.78
2025 outlook revised to flat full-year revenue and adjusted EBITDA margin down 250 basis points but still in the mid-20s percent range
AMERISAFE reported third-quarter 2025 results, with gross premiums written up 7.2% to $80.3 million, but net income fell 3.5% to $13.8 million and diluted EPS fell to $0.72 from $0.75. The Board also declared a $1.00 per share special dividend and a $0.39 regular dividend, payable December 12, 2025, which matters to shareholders as cash returned to them.
Gross premiums written rose 7.2% to $80.3 million in Q3 2025 versus Q3 2024.
Net income fell 3.5% to $13.8 million; diluted EPS was $0.72 versus $0.75.
Special dividend of $1.00 per share and regular dividend of $0.39 per share are payable December 12, 2025, to holders of record as of December 5, 2025.
DaVita reported third-quarter 2025 results with total revenues of $3.420 billion, up from $3.264 billion a year earlier, while net income attributable to DaVita fell to $150 million from $215 million and diluted EPS fell to $2.04 from $2.50. The company narrowed its 2025 adjusted operating income and adjusted diluted EPS guidance and kept free cash flow guidance at $1.0 billion to $1.25 billion, and it repurchased $465 million of stock in the quarter.
Q3 2025 total revenues were $3.420 billion versus $3.264 billion in Q3 2024; operating income was $506 million versus $535 million.
Adjusted diluted EPS guidance narrowed to $10.35 to $11.15 from $10.20 to $11.30; adjusted operating income guidance narrowed to $2,035 million to $2,135 million from $2,010 million to $2,160 million.
Cybersecurity incident charges of approximately $11.7 million were recorded in Q3 2025 in general and administrative expenses and are excluded from adjusted metrics.
The company repurchased 3.3 million shares for $465 million in Q3 2025 and an additional 0.4 million shares for $54 million from October 1 through October 28, 2025.
Rogers Corporation reported third quarter 2025 net sales of $216.0 million, up 6.5% from the prior quarter and up from $210.3 million a year earlier. GAAP earnings were $0.48 per diluted share, compared with a loss of $(4.00) in the second quarter, while adjusted EPS was $0.90 versus $0.98 a year earlier. Fourth quarter guidance of $190 million to $205 million in net sales and GAAP EPS of $0.00 to $0.40 sits below third quarter levels, which matters for shareholders weighing the trend.
Q3 2025 net sales were $216.0 million, up 6.5% sequentially and up from $210.3 million in Q3 2024
Q3 2025 GAAP diluted EPS was $0.48 versus $(4.00) in Q2 2025; adjusted EPS was $0.90 versus $0.34 in Q2 2025 and $0.98 in Q3 2024
Q4 2025 guidance: net sales $190 million to $205 million, GAAP EPS $0.00 to $0.40, adjusted EPS $0.40 to $0.80
Q3 2025 share repurchases totaled $10.0 million; interim CEO Ali El-Haj presented the results
eBay reported third-quarter 2025 results for the period ended September 30, 2025. Revenue rose 9% to $2.8 billion and gross merchandise volume rose 10% to $20.1 billion, while GAAP earnings per diluted share fell 1% to $1.28 and GAAP operating margin fell to 20.4% from 23.1%. Non-GAAP EPS rose 14% to $1.36, and the company gave fourth-quarter and full-year 2025 guidance.
Revenue of $2.8 billion, up 9% as reported and up 8% on an FX-neutral basis; GMV of $20.1 billion, up 10%.
GAAP EPS of $1.28 versus $1.29 a year earlier; non-GAAP EPS of $1.36 versus $1.19.
GAAP operating margin of 20.4% versus 23.1% in the third quarter of 2024.
Q4 2025 revenue guidance of $2.83 to $2.89 billion and full-year 2025 GAAP EPS guidance of $4.09 to $4.14; a $0.29 per share Q4 dividend is payable December 12, 2025.
Independence Realty Trust reported third quarter 2025 net income available to common shares of $6.9 million, down from $12.4 million a year earlier, with EPS of $0.03 versus $0.05. Core Funds from Operations (CFFO) rose to $70.0 million, and CFFO per share held at $0.29, but the company lowered its full-year 2025 EPS guidance to $0.27 to $0.28 from $0.475 to $0.535, while FFO and CFFO per share guidance midpoints were unchanged.
Q3 2025 net income available to common shares was $6.9 million versus $12.4 million in Q3 2024; EPS was $0.03 versus $0.05.
Q3 2025 CFFO was $70.0 million versus $66.8 million; CFFO per share was $0.29 in both periods.
2025 EPS guidance is now $0.27 to $0.28, down from $0.475 to $0.535; the company said the change reflects fewer gains on sale from lower disposition volume.
Same-store NOI grew 2.7% in Q3 2025, and same-store occupancy at quarter end was 95.6%.
Shenandoah Telecommunications (Shentel) reported third quarter 2025 results on October 29, 2025, with total revenue up 2.5% to $89.8 million and adjusted EBITDA up 11.8% to $29.7 million. Net loss from continuing operations widened to $9.4 million from $5.3 million a year earlier, and the company reiterated its 2025 financial guidance.
Total revenue grew 2.5% to $89.8 million versus the third quarter of 2024.
Net loss from continuing operations was $9.4 million, compared with $5.3 million in the third quarter of 2024.
Adjusted EBITDA grew 11.8% to $29.7 million, with margin of 33% versus 30% a year earlier.
Glo Fiber Expansion Markets revenue rose 41.1% to $21.3 million; 2025 guidance reiterated at $352 million to $357 million total revenue and $113 million to $118 million adjusted EBITDA.
Align Technology reported third-quarter 2025 revenue of $995.7 million, up 1.8% year over year and above its $965 million to $985 million outlook range. GAAP net income fell to $56.8 million, or $0.78 per diluted share, after $88.3 million in restructuring, impairment and accelerated depreciation charges, while non-GAAP diluted EPS rose to $2.61 from $2.35. The company guided fourth-quarter 2025 revenue to $1,025 million to $1,045 million.
Q3 2025 revenue of $995.7 million was up 1.8% year over year and down 1.7% sequentially, above the $965 million to $985 million outlook range
GAAP diluted EPS was $0.78, down from $1.55 a year earlier; non-GAAP diluted EPS was $2.61, up from $2.35
Restructuring, impairment and accelerated depreciation charges totaled $88.3 million in the quarter
Q4 2025 revenue outlook is $1,025 million to $1,045 million; the company repurchased about 0.5 million shares at an average of $136.77
MGIC Investment Corporation reported third quarter 2025 net income of $191.1 million, or $0.83 per diluted share, compared with $200.0 million, or $0.77 per share, a year earlier. Total revenues fell to $304.5 million from $306.6 million, so the per-share gain came alongside a smaller profit and revenue base, and the company also reported share repurchases.
Q3 2025 net income was $191.1 million versus $200.0 million in Q3 2024; diluted EPS was $0.83 versus $0.77.
Total revenues were $304.5 million versus $306.6 million in Q3 2024.
The company repurchased 7.0 million shares for $187.9 million in the quarter and declared a $0.15 per share dividend payable November 20, 2025.
The quota share cede rate on its 2022 reinsurance transaction will decrease from 30% to 28%, effective December 31, 2025.
ACM Research said it expects preliminary unaudited third-quarter 2025 revenue of $264 million to $267 million, up 29% to 31% from a year earlier. Preliminary total shipments are expected at $257 million to $262 million, flat to down 2% year over year, so the two measures point in different directions. Full results and revenue outlook will be discussed on a November 5, 2025 earnings call.
Preliminary Q3 2025 revenue: $264 million to $267 million, up 29% to 31% year over year
Preliminary Q3 2025 total shipments: $257 million to $262 million, flat to down 2% year over year
Figures are unaudited and remain subject to quarter-end closing and auditor review
Full third-quarter results and revenue outlook to be discussed on November 5, 2025
Penske Automotive Group reported third quarter 2025 revenue up 1.4% to $7.7 billion, while net income attributable to common stockholders fell 6% to $213.0 million and earnings per share fell 5% to $3.23. The company said a cyber security incident at a U.K. OEM partner, higher U.K. social program costs and a higher tax rate, along with weak North American freight demand, weighed on profit.
Revenue rose 1.4% to $7.7 billion; net income attributable to common stockholders fell 6% to $213.0 million from $226.1 million.
Earnings per share were $3.23 versus $3.39 a year earlier; the company said third quarter earnings before taxes were reduced by approximately $23 million from U.K. and tax-related factors.
Retail commercial truck unit sales fell 19% to 5,108, and Penske Transportation Solutions earnings were $58.5 million versus $60.3 million.
The company repaid $550 million of senior subordinated notes at maturity in September 2025, and the Board raised the quarterly dividend 4.5% to $1.38 per share on October 15, 2025.
Phillips 66 reported third-quarter 2025 earnings of $133 million, or $0.32 per diluted share, down from $877 million, or $2.15 per share, in the second quarter. Adjusted earnings, which exclude special items, rose to $1.0 billion, or $2.52 per share, from $973 million, or $2.38 per share. The gap is driven mainly by a $948 million pre-tax impairment tied to the company's 50% stake in WRB Refining LP, which it fully acquired on Oct. 1, 2025.
Reported earnings were $133 million ($0.32 per diluted share) versus $877 million ($2.15) in Q2 2025.
Adjusted earnings were $1.0 billion ($2.52 per diluted share) versus $973 million ($2.38) in Q2 2025.
Third-quarter pre-tax impairments of $948 million relate to the WRB Refining LP equity investment, recorded in the Refining segment.
Net operating cash flow was $1.2 billion, or $1.9 billion excluding working capital; Refining crude capacity utilization was 99%.
Graham Holdings reported third-quarter 2025 results on October 29, 2025. Revenue rose 6% to $1,278.9 million, but operating income fell to $67.1 million from $81.6 million, mainly due to declines at television broadcasting and automotive. GAAP diluted EPS rose to $27.91 from $16.42, largely because of $84.8 million in gains on marketable equity securities, while adjusted net income (non-GAAP) fell to $62.0 million, or $14.08 per share, from $76.1 million, or $17.25 per share.
Q3 2025 revenue was $1,278.9 million, up 6% from $1,207.2 million; education, manufacturing and healthcare grew.
Q3 2025 operating income was $67.1 million, down from $81.6 million, with television broadcasting operating income falling to $26.8 million from $61.9 million.
GAAP diluted EPS was $27.91 versus $16.42; adjusted diluted EPS (non-GAAP) was $14.08 versus $17.25.
Nine-month revenue was $3,660.5 million, up 3%, and nine-month operating income was $187.4 million, up from $143.0 million.
Flex reported second-quarter fiscal 2026 results for the quarter ended September 26, 2025, with net sales up 4% to $6.8 billion and record adjusted EPS of $0.79. GAAP EPS fell to $0.52 from $0.54 a year earlier, including $41 million of costs tied to a missile strike at its Ukraine facility. The company raised its full-year fiscal 2026 net sales, adjusted operating margin and adjusted EPS guidance, citing data center demand.
Q2 net sales were $6.8 billion, up 4%, and GAAP net income was $199 million versus $214 million a year earlier.
GAAP diluted EPS was $0.52 versus $0.54; adjusted EPS was $0.79 versus $0.64, a record for the company.
Fiscal 2026 guidance was raised to net sales of $26.7 billion to $27.3 billion and adjusted EPS of $3.09 to $3.17.
Third-quarter guidance calls for net sales of $6.65 billion to $6.95 billion and adjusted EPS of $0.74 to $0.80.
Avnet reported first-quarter fiscal 2026 sales of $5.9 billion, up 5.3% from a year earlier, with growth in Asia and Farnell. Diluted EPS fell to $0.61 from $0.66, and adjusted diluted EPS fell to $0.84 from $0.92, so profit declined even as sales grew. The company guided second-quarter adjusted diluted EPS to $0.90 to $1.00.
Sales of $5.9 billion, up 5.3% year over year; Asia sales rose 9.9% and Farnell sales rose 14.9%.
Diluted EPS of $0.61 versus $0.66 a year earlier; adjusted diluted EPS of $0.84 versus $0.92.
Second-quarter fiscal 2026 guidance: sales of $5.85 billion to $6.15 billion and adjusted diluted EPS of $0.90 to $1.00.
Returned $138 million to shareholders through share repurchases and $28 million through dividends.
Oshkosh reported third-quarter 2025 net income of $196.2 million, or $3.04 per diluted share, up from $2.75 a year earlier, though sales fell 1.9% to $2.69 billion. The company lowered its 2025 adjusted earnings per share outlook to $10.50 to $11.00, down $0.50 at the low end, and cut its net sales expectation to $10.3 billion to $10.4 billion from $10.6 billion, which matters to shareholders because the lower outlook reflects weaker expected sales volume in the Transport and Access segments.
Q3 net income was $196.2 million, or $3.04 per diluted share, versus $2.75 a year earlier; results include a $0.30 per share benefit from resolving a multi-year U.S. federal income tax audit.
Q3 sales decreased $52.8 million, or 1.9%, to $2.69 billion, mainly due to lower Access segment sales volume.
2025 adjusted EPS outlook is $10.50 to $11.00, down $0.50 from prior guidance on the low end; net sales outlook is $10.3 billion to $10.4 billion versus $10.6 billion previously.
Board declared a quarterly cash dividend of $0.51 per share, payable December 1, 2025 to shareholders of record as of November 17, 2025.
Clean Harbors reported third-quarter 2025 revenue of $1.55 billion and net income of $118.8 million, or $2.21 per diluted share, both up from the prior year. The company revised its full-year 2025 Adjusted EBITDA guidance to $1.155 billion to $1.175 billion, citing third-quarter performance that management described as lower than anticipated in Environmental Services, and raised its adjusted free cash flow guidance to $455 million to $495 million.
Q3 revenue was $1.55 billion versus $1.53 billion a year earlier; net income was $118.8 million, or $2.21 per diluted share, versus $2.12.
Q3 Adjusted EBITDA rose 6% to $320.2 million from $301.8 million.
Full-year 2025 Adjusted EBITDA guidance was revised to $1.155 billion to $1.175 billion; adjusted free cash flow guidance was raised to $455 million to $495 million.
The company plans a $210 million to $220 million facility to convert a re-refining byproduct into base oil, with commercial launch expected in 2028.
Blackbaud reported unaudited third-quarter 2025 results for the period ended September 30, 2025. GAAP revenue fell 1.9% to $281.1 million, mainly due to the divestiture of EVERFI, while GAAP net income rose to $47.5 million from $18.3 million. The company reiterated its full-year 2025 revenue and EPS guidance and raised its adjusted free cash flow guidance to $195 million to $205 million.
GAAP diluted EPS was $0.98 versus $0.35 a year earlier; non-GAAP diluted EPS was $1.10 versus $0.99.
Non-GAAP organic revenue increased 5.2%; GAAP revenue declined 1.9% with the EVERFI divestiture cited as the driver.
Full-year 2025 guidance: GAAP revenue of $1.120 billion to $1.130 billion and non-GAAP diluted EPS of $4.30 to $4.50, both reiterated.
Adjusted free cash flow guidance was raised to $195 million to $205 million; about $514 million remained under the buyback program as of September 30, 2025.
Verisk reported third-quarter 2025 revenue of $768 million, up 5.9%, and diluted EPS of $1.61, up 4.5%. It lowered its full-year 2025 total revenue outlook to $3,050–$3,080 million from the $3,090–$3,130 million range it set in July, and kept its diluted adjusted EPS outlook at $6.80–$7.00. The FTC also issued a Second Request on the pending AccuLynx acquisition.
Q3 revenue of $768 million, up 5.9% (5.5% on an organic constant currency basis); the CFO cited a historically low level of severe weather that reduced growth by about 1%.
Diluted EPS of $1.61, up 4.5%; diluted adjusted EPS of $1.72, up 3.0%.
Full-year 2025 total revenue outlook lowered to $3,050–$3,080 million from $3,090–$3,130 million in July.
On October 22, 2025, Verisk and AccuLynx each received an FTC Second Request on the proposed transaction.
Fiserv reported third-quarter 2025 results, with GAAP revenue up 1% to $5.26 billion and adjusted EPS down 11% to $2.04, while GAAP EPS rose 49% to $1.46 against a prior-year quarter that included a $570 million non-cash impairment charge. The company set 2025 guidance of 3.5% to 4% organic revenue growth and adjusted EPS of $8.50 to $8.60, and CEO Mike Lyons described the outlook as a guidance reset tied to a new One Fiserv action plan. Shareholders also face a leadership change, with Paul Todd named CFO effective October 31, 2025.
Q3 2025 GAAP revenue rose 1% to $5.26 billion; adjusted EPS fell 11% to $2.04 from $2.30
Q3 GAAP EPS was $1.46 versus $0.98; prior-year quarter included a $570 million non-cash impairment charge
2025 outlook: organic revenue growth of 3.5% to 4% and adjusted EPS of $8.50 to $8.60
Paul Todd appointed CFO effective October 31, 2025, succeeding Bob Hau; Takis Georgakopoulos and Dhivya Suryadevara named Co-Presidents effective December 1, 2025
American Electric Power reported third-quarter 2025 results on October 29, 2025, with revenue of $6.01 billion, up from $5.42 billion a year earlier. GAAP earnings were $972 million ($1.82 per share), while operating earnings were $963 million ($1.80 per share), down from $1.85 per share in the third quarter of 2024. The company reaffirmed its 2025 operating earnings guidance of $5.75 to $5.95 per share, now expecting the upper half of that range, and announced a new 7-9% long-term operating earnings growth rate backed by a $72 billion five-year capital plan.
Third-quarter revenue rose to $6.01 billion from $5.42 billion; GAAP EPS was $1.82 versus $1.80 a year earlier.
Operating EPS was $1.80 versus $1.85 in third-quarter 2024, a decline of $0.05 per share.
2025 operating EPS guidance of $5.75 to $5.95 was reaffirmed, with results expected in the upper half of the range.
The five-year capital plan totals $72 billion, with rate base expected to reach $128 billion by 2030; 2026 operating EPS guidance is $6.15 to $6.45.
DFIN reported third-quarter 2025 results with net sales of $175.3 million, down 2.3% from a year earlier, and a GAAP net loss of $40.9 million, or $1.49 per diluted share, driven mainly by an $82.8 million non-cash pension plan settlement charge. Adjusted EBITDA rose 14.6% to $49.5 million, and the company guided fourth-quarter net sales to $150 million to $160 million, with the company citing a government shutdown that has curtailed IPO and other capital markets activity.
Q3 net sales were $175.3 million, down $4.2 million, or 2.3%, from Q3 2024, while software solutions net sales rose 10.3% to $90.7 million.
GAAP net loss was $40.9 million, or $1.49 per diluted share, versus net earnings of $8.7 million, or $0.29 per diluted share, a year earlier.
Non-GAAP net earnings were $23.7 million, or $0.86 per diluted share, versus $14.3 million, or $0.48 per diluted share, in Q3 2024.
Fourth-quarter guidance: total net sales of $150 million to $160 million and Adjusted EBITDA margin of 22% to 24%.
Teradyne reported third-quarter 2025 revenue of $769 million, up 4% from $737 million a year earlier, with revenue and earnings at the high end of its Q3 guidance. GAAP earnings per diluted share fell to $0.75 from $0.89 a year earlier, and non-GAAP EPS fell to $0.85 from $0.90. The company guided fourth-quarter 2025 revenue to $920 million to $1 billion, with non-GAAP EPS of $1.20 to $1.46.
Q3 2025 revenue was $769 million, up from $737 million in Q3 2024 and $652 million in Q2 2025.
GAAP EPS was $0.75 and non-GAAP EPS was $0.85, compared with $0.89 and $0.90 in Q3 2024.
Q4 2025 guidance: revenue of $920 million to $1 billion; GAAP EPS of $1.12 to $1.39; non-GAAP EPS of $1.20 to $1.46.
Semiconductor Test generated $606 million of Q3 revenue; restructuring and other charges were $6.6 million in the quarter.
Reynolds Consumer Products reported third-quarter 2025 net revenues of $931 million, up from $910 million a year earlier, and raised its full-year 2025 adjusted EPS outlook to $1.60 to $1.64. GAAP net income fell to $79 million from $86 million, and GAAP EPS fell to $0.38 from $0.41, while adjusted EPS rose to $0.42 from $0.41, so shareholders see stronger sales and adjusted earnings alongside lower reported profit.
Q3 2025 net revenues of $931 million vs. $910 million in Q3 2024; retail net revenues up 1%
Q3 2025 net income of $79 million vs. $86 million, including $9 million of after-tax CEO transition and strategic investment costs; adjusted EPS of $0.42 vs. $0.41
Full-year 2025 adjusted EPS guidance of $1.60 to $1.64; fourth-quarter 2025 adjusted EPS guidance of $0.56 to $0.60
Quarterly dividend of $0.23 per share, payable November 28, 2025, to holders of record as of November 14, 2025
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