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).
The Hanover Insurance Group reported third-quarter 2025 net income of $178.7 million, or $4.90 per diluted share, up from $102.1 million, or $2.80 per share, a year earlier. Operating income was $185.6 million, or $5.09 per diluted share, and the combined ratio improved to 91.1% from 95.5%, with lower catastrophe losses cited as a key factor.
Net income of $178.7 million, or $4.90 per diluted share, versus $102.1 million, or $2.80, in Q3 2024
Operating income of $185.6 million, or $5.09 per diluted share, versus $111.3 million, or $3.05, in Q3 2024
Combined ratio of 91.1% versus 95.5% a year earlier; catastrophe losses of $46.2 million versus a higher prior-year level
Book value per share of $96.00 at September 30, 2025, up 7.1% from June 30, 2025; about $55 million of repurchases from July through October 27, 2025
United States Lime & Minerals reported third quarter 2025 revenue of $102.0 million, up 14.1% from a year earlier, and net income of $38.8 million, or $1.35 per diluted share, up from $1.16. The company said it expects a more mixed demand picture ahead, with data center construction demand partly offset by softer demand from some other industries, and declared a $0.06 per share quarterly dividend.
Q3 2025 revenue $102.0 million vs. $89.4 million in Q3 2024; nine-month revenue $284.8 million, up 19.8%
Q3 2025 net income $38.8 million ($1.35 per diluted share) vs. $33.4 million ($1.16) a year earlier
Quarterly cash dividend of $0.06 per share, payable December 12, 2025, to holders of record on November 21, 2025
Management expects a more mixed demand outlook, with no numeric guidance given in the filing
Tyler Technologies reported third-quarter 2025 results, with total revenues of $595.9 million, up 9.7%, and GAAP diluted earnings per share of $1.93, up from $1.74 a year earlier. The company also issued full-year 2025 guidance of $2.335 billion to $2.360 billion in total revenues and $11.30 to $11.50 in non-GAAP diluted earnings per share, and it repurchased about 300,000 shares for approximately $173 million in the quarter.
Subscription revenues were $401.1 million, up 15.5%; SaaS revenues grew 19.9% to $199.8 million.
GAAP operating income was $97.9 million, up 18.2%; non-GAAP net income was $130.4 million, or $2.97 per diluted share, up 18.5%.
Full-year 2025 guidance: total revenues of $2.335 billion to $2.360 billion; GAAP diluted EPS of $7.28 to $7.48.
Free cash flow was $247.6 million, down 2.1%, and cash flows from operations were $255.2 million, down 3.2%.
Antero Resources reported third quarter 2025 net income of $76 million, compared with a net loss of $35 million a year earlier, and adjusted EBITDAX of $318 million, up 70% from the prior year period. The company raised its fourth quarter 2025 production guidance to 3.5 to 3.525 Bcfe/d after about $260 million of West Virginia acquisitions, and it increased its full year 2025 land budget to $125 million to $150 million.
Q3 2025 net income was $76 million vs. a net loss of $35 million in Q3 2024; adjusted net income was $48 million (non-GAAP).
Free Cash Flow was $91 million in Q3 2025 (non-GAAP), vs. negative $23 million a year earlier; net cash from operations was $310 million, up 87%.
Fourth quarter 2025 production guidance raised to 3.5 to 3.525 Bcfe/d; full year 2025 production expected at the high end of 3.4 to 3.45 Bcfe/d.
Company bought 1.5 million shares for about $51 million in Q3 and has about $915 million of remaining repurchase capacity.
Antero Midstream reported third quarter 2025 results, with net income of $116 million, or $0.24 per diluted share, compared with $99.7 million, or $0.21 per share, a year earlier. Revenue was $295 million, and Adjusted EBITDA rose 10% to $281 million, which the company described as continued growth with declining capital spending.
Net income was $116 million, or $0.24 per diluted share, versus $0.21 in the prior year quarter.
Adjusted EBITDA was $281 million, a 10% increase from the prior year quarter (non-GAAP).
Free Cash Flow after dividends was $78 million, a 94% increase from the prior year quarter (non-GAAP).
The company repurchased 2.3 million shares for $41 million in the quarter and had about $385 million of remaining capacity under its $500 million program as of September 30, 2025.
Essex Property Trust reported third-quarter 2025 Core FFO of $3.97 per diluted share, up 1.5% from $3.91 a year earlier and $0.03 above the midpoint of its guidance range. Net income per diluted share rose to $2.56 from $1.84, mainly due to gains on sale of real estate, and the company raised its full-year 2025 Core FFO and net income guidance midpoints.
Q3 2025 Core FFO per diluted share $3.97 vs. $3.91 in Q3 2024; nine-month Core FFO $11.96 vs. $11.68
Q3 2025 net income per diluted share $2.56 vs. $1.84; nine-month Total FFO per share $12.03 vs. $12.30, down 2.2%
Full-year 2025 Core FFO guidance raised $0.03 at midpoint to $15.89 to $15.99; net income guidance raised $0.41 at midpoint to $10.53 to $10.63
Q3 2025 same-property revenue grew 2.7% and NOI grew 2.4% year over year; earnings call set for October 30, 2025 at 11 a.m. PT
American Water reported third-quarter 2025 diluted earnings of $1.94 per share, up from $1.80 a year earlier, and year-to-date earnings of $4.47 per share, up from $4.17. The company affirmed its 2025 weather-normalized EPS guidance of $5.70 to $5.75 and initiated 2026 EPS guidance of $6.02 to $6.12, which it says reflects 8% growth at the midpoint, for shareholders to weigh alongside the pending merger with Essential Utilities.
Q3 2025 EPS $1.94 vs. $1.80 in Q3 2024; nine-month EPS $4.47 vs. $4.17
2025 weather-normalized EPS guidance of $5.70 to $5.75 affirmed, including about $0.10 per share of incremental interest income from the amended HOS note
2026 EPS guidance of $6.02 to $6.12 initiated; 2026-2030 capital plan of $19 to $20 billion
Essential Utilities merger expected to close by the end of Q1 2027, subject to regulatory approvals
TTM Technologies reported third-quarter 2025 net sales of $752.7 million, up 22% from $616.5 million a year earlier, and GAAP net income of $53.1 million, or $0.50 per diluted share, versus $14.3 million, or $0.14, in the prior-year quarter. The company also issued fourth-quarter 2025 guidance of $730 million to $770 million in net sales and $0.64 to $0.70 in non-GAAP earnings per diluted share, which gives shareholders a near-term outlook.
Q3 2025 net sales were $752.7 million, compared with $616.5 million in Q3 2024.
GAAP diluted EPS was $0.50 versus $0.14; non-GAAP diluted EPS was $0.67 versus $0.55, which the company called a quarterly record high.
Adjusted EBITDA was $120.9 million, or 16.1% of net sales, versus $100.6 million, or 16.3%, a year earlier.
Q4 2025 outlook: net sales of $730 million to $770 million and non-GAAP EPS of $0.64 to $0.70 per diluted share; no GAAP outlook was provided.
Service Corporation International reported third-quarter 2025 revenue of $1,058.1 million, up 4.4% from a year earlier, and adjusted diluted earnings per share of $0.87, up 10% from $0.79. The company raised its 2025 net cash provided by operating activities outlook excluding special items to $910 million to $950 million and narrowed its adjusted EPS guidance to $3.80 to $3.90, which keeps the $3.85 midpoint. Operating cash flow fell in the quarter because of higher cash taxes.
Q3 revenue was $1,058.1 million, up $44.1 million or 4.4% from $1,014.0 million in Q3 2024.
Diluted EPS was $0.83 (GAAP) versus $0.81; adjusted diluted EPS was $0.87 versus $0.79.
Q3 operating cash flow was $252.3 million versus $263.8 million, including an expected $11.1 million increase in cash taxes paid.
2025 cash flow outlook raised to $910 million to $950 million from $880 million to $940 million; adjusted EPS guidance narrowed to $3.80 to $3.90.
CVR Energy reported third quarter 2025 net income attributable to stockholders of $374 million, or $3.72 per diluted share, compared with a loss of $124 million, or $1.24 per share, a year earlier. The result includes a $488 million benefit from the EPA's August 2025 small refinery waiver decision, and net sales rose to $1,944 million from $1,833 million.
Net sales were $1,944 million, up from $1,833 million in the third quarter of 2024.
Adjusted earnings per diluted share were $0.40, compared with an adjusted loss of $0.50 a year earlier.
The $488 million gain reflects the EPA's August 22, 2025 waiver decision for Wynnewood Refining Company, LLC.
CVR Energy will not pay a cash dividend for the third quarter of 2025; the earnings call is October 30 at 1 p.m. Eastern.
Ventas reported third-quarter 2025 results with normalized FFO of $0.88 per share, up 10% from $0.80 a year earlier, and net income attributable to common stockholders of $66.0 million, versus $19.2 million in the prior-year quarter. The company raised its full-year 2025 guidance for normalized FFO per share to a range of $3.45 to $3.48 from $3.41 to $3.46, and lifted its senior housing investment volume expectation to $2.5 billion from $2.0 billion.
Q3 2025 total revenues were $1.49 billion, up from $1.24 billion in Q3 2024.
Q3 2025 same-store cash NOI for the senior housing operating portfolio (SHOP) grew 16% year over year, with same-store cash NOI margin up 200 basis points.
Full-year 2025 normalized FFO per share guidance midpoint rose to $3.47 from $3.44 as of July 30, 2025.
Net debt to further adjusted EBITDA improved to 5.3x at September 30, 2025, a 1.0x improvement from Q3 2024.
Encompass Health reported third-quarter 2025 net operating revenue of $1,477.5 million, up 9.4% from a year earlier, and adjusted earnings per share of $1.23, up from $1.03. The company raised its full-year 2025 guidance for adjusted EBITDA and adjusted EPS, and its revenue range was narrowed. Adjusted free cash flow fell 8.2% in the quarter, to $174.2 million.
Q3 2025 diluted EPS from continuing operations was $1.24, up from $1.07; adjusted EPS was $1.23, up from $1.03.
Q3 adjusted EBITDA was $300.1 million, up 11.4% from $269.3 million; adjusted free cash flow was $174.2 million, down from $189.7 million.
Full-year 2025 adjusted EPS guidance rose to $5.22 to $5.37 from $5.12 to $5.34; adjusted EBITDA guidance rose to $1,235 million to $1,255 million from $1,220 million to $1,250 million.
Full-year 2025 net operating revenue guidance was narrowed to $5,905 million to $5,955 million from $5,880 million to $5,980 million.
Sprouts reported third-quarter 2025 results for the 13 weeks ended September 28, 2025, with net sales up 13% and diluted EPS of $1.22 versus $0.91 a year earlier. The company also gave fourth-quarter comparable store sales guidance of 0.0% to 2.0% and diluted EPS of $0.86 to $0.90, and authorized a new $1 billion share repurchase program.
Net sales of $2.2 billion, up 13%; comparable store sales grew 5.9%
Net income of $120.1 million versus $91.6 million a year earlier
Q4 2025 outlook: comparable store sales growth of 0.0% to 2.0% and diluted EPS of $0.86 to $0.90
Full-year 2025 outlook: diluted EPS of $5.24 to $5.28 and EBIT of $675 million to $680 million; new $1 billion buyback authorized
Rush Street Interactive reported third-quarter 2025 revenue of $277.9 million, up 20% from a year earlier, and net income of $14.8 million, up from $3.2 million. It also raised its full-year 2025 revenue and Adjusted EBITDA guidance, which matters to shareholders because it signals higher expected results for the year.
Q3 revenue was $277.9 million, up 20% from $232.1 million in Q3 2024.
Q3 net income was $14.8 million versus $3.2 million; diluted EPS was $0.06 versus $0.01.
Adjusted EBITDA was $36.0 million, up 54% from $23.4 million.
2025 revenue guidance was raised to $1.1 billion to $1.12 billion, and Adjusted EBITDA guidance to $147 million to $153 million.
Prudential Financial reported third quarter 2025 results, with net income attributable to the company of $1.431 billion ($4.01 per share), up from $448 million ($1.24 per share) a year earlier. After-tax adjusted operating income rose to $1.521 billion ($4.26 per share) from $1.208 billion ($3.33 per share), and management described adjusted operating earnings per share as a record high, up 28%.
Net income attributable to Prudential was $1.431 billion ($4.01 per share) in Q3 2025, versus $448 million ($1.24 per share) in Q3 2024.
After-tax adjusted operating income was $1.521 billion ($4.26 per share), versus $1.208 billion ($3.33 per share) a year earlier.
Capital returned to shareholders totaled $731 million, including $250 million of share repurchases and $481 million of dividends.
Management will discuss the results on a conference call on Thursday, October 30, 2025, at 11:00 a.m. ET.
UDR reported third-quarter 2025 net income of $0.12 per diluted share, up from $0.06 a year earlier, and FFO as Adjusted (FFOA) of $0.65 per diluted share, above its $0.62 to $0.64 guidance range. The company raised its full-year 2025 FFOA guidance to $2.53 to $2.55 and its net income guidance to $0.57 to $0.59, while updating FFO guidance to $2.44 to $2.46, which keeps the midpoint unchanged. For shareholders, the results and raised outlook point to stronger earnings than previously expected, though management noted more moderate lease rate growth to start the fourth quarter.
Q3 2025 total revenue rose 2.8% to $431.9 million; same-store NOI grew 2.3% year over year
Full-year 2025 FFOA guidance raised to $2.53 to $2.55 per diluted share from $2.49 to $2.55; net income guidance raised to $0.57 to $0.59 from $0.53 to $0.59
Agreed to acquire a 406-apartment community in suburban Metropolitan Washington, D.C., for approximately $147.0 million, expected to close in Q4 2025
Board appointed Richard B. Clark; the company repurchased about 651 thousand shares in Q3 for approximately $25.0 million
American Homes 4 Rent (AMH) reported third quarter 2025 results on October 29, 2025, with rents and other single-family property revenues up 7.5% year-over-year to $478.5 million and net income attributable to common shareholders of $99.7 million, or $0.27 per diluted share, versus $0.20 a year earlier. The company raised the midpoint of its full year 2025 Core FFO guidance by $0.01 per share to $1.87, which matters to shareholders because it signals higher expected per-share operating earnings for the year.
Q3 2025 rents and other single-family property revenues rose 7.5% to $478.5 million, from $445.1 million in Q3 2024.
Net income attributable to common shareholders was $99.7 million, or $0.27 per diluted share, versus $73.8 million, or $0.20, in Q3 2024.
Core FFO was $0.47 per share and unit, up 6.2% year-over-year; Adjusted FFO was $0.42, up 9.1%.
Full year 2025 Core FFO guidance is now $1.86 to $1.88 per share, up from $1.84 to $1.88, with the midpoint raised to $1.87.
Invitation Homes reported third-quarter 2025 revenue of $688 million, up 4.2% year over year, and diluted net income per share of $0.22, compared with $0.15 a year earlier. The company raised the midpoint of its full-year 2025 Core FFO per share guidance by one cent to $1.92 and also authorized a share repurchase program of up to $500 million. For shareholders, the higher earnings and guidance midpoints point to improved results, though Core FFO per share rose only 0.4% to $0.47.
Q3 2025 total revenues rose 4.2% to $688 million; net income available to common stockholders rose 43.5% to $136 million, or $0.22 per diluted share.
Core FFO per share rose 0.4% to $0.47 in Q3 2025; AFFO per share rose 0.1% to $0.38.
Full-year 2025 guidance midpoints raised: Core FFO per share to $1.92 (from $1.91), AFFO per share to $1.62 (from $1.61), and Same Store NOI growth to 2.25% (from 2.0%).
Board authorized a share repurchase program of up to $500 million; repurchases are at the company's discretion and not guaranteed.
Adamas Trust reported third-quarter 2025 net income attributable to common stockholders of $32.7 million, or $0.36 per share, roughly flat with $32.4 million, or $0.36 per share, a year earlier. Net interest income rose to $36.6 million from $20.2 million, and the company increased its common dividend to $0.23 per share, declared in September 2025.
Q3 2025 net income to common stockholders: $32.7 million, or $0.36 per share, versus $32.4 million, or $0.36 per share, in Q3 2024
Earnings available for distribution: $22.0 million, or $0.24 per share; book value per common share was $9.20 at September 30, 2025
Nine months ended September 30, 2025: net income to common stockholders of $59.5 million, or $0.66 per share, compared with a loss of $62.0 million, or $(0.68) per share, a year earlier
Net interest income of $36.6 million versus $20.2 million a year earlier; common dividend increased to $0.23 per share
Calix reported unaudited third-quarter 2025 results for the period ended September 27, 2025, with revenue of $265.4 million, up 10% from the prior quarter and 32% from a year earlier. GAAP net income was $15.7 million, compared with a net loss of $4.0 million a year earlier, and the company guided fourth-quarter revenue to $267 million to $273 million.
Q3 2025 revenue was $265.4 million, up 32% year over year, and GAAP net income was $15.7 million versus a $4.0 million net loss a year earlier.
Fourth-quarter 2025 revenue guidance is $267 million to $273 million; GAAP net income per diluted share guidance is $0.15 to $0.21.
Cash and investments were a record $339.6 million at quarter end, and remaining performance obligations rose 20% year over year to $354.6 million.
A conference call to discuss the results is scheduled for October 30, 2025, at 8:30 a.m. Eastern Time.
Moelis & Company reported third quarter 2025 results, with GAAP revenues of $356.9 million, up 30% from $273.8 million a year earlier, and GAAP diluted earnings of $0.67 per share versus $0.22 in the prior year period. The company also declared a regular quarterly dividend of $0.65 per share, payable December 4, 2025, and reported cash and short-term investments of $619.9 million with no funded debt.
Q3 GAAP revenues $356.9 million vs. $273.8 million a year earlier; Adjusted revenues $376.0 million, up 34%
Verra Mobility reported third-quarter 2025 revenue of $261.9 million, up 16%, and net income of $46.8 million, or $0.29 per diluted share, compared with $0.21 a year earlier. The company raised its 2025 revenue guidance, kept its Adjusted EBITDA, Adjusted EPS and Free Cash Flow guidance unchanged, and increased its share repurchase authorization to $250.0 million, though operating cash flow fell $31.1 million from the prior-year quarter.
Q3 2025 total revenue was $261.9 million, up from $225.6 million in Q3 2024, with the New York City red-light camera expansion cited as the main driver
Net income was $46.8 million, or $0.29 per diluted share, versus $34.7 million, or $0.21, a year earlier
2025 total revenue guidance raised to $955 million to $965 million from $925 million to $935 million; Adjusted EBITDA, Adjusted EPS and Free Cash Flow guidance reaffirmed
Board authorized an additional $150.0 million of buybacks on October 23, 2025, bringing the total available to $250.0 million through November 13, 2026
John B. Sanfilippo & Son reported fiscal 2026 first-quarter results for the period ended September 25, 2025. Net sales rose 8.1% to $298.7 million, mainly because the weighted average selling price per pound rose 8.9%, while sales volume fell 0.7%, and diluted EPS increased 59% to $1.59. Management said sustaining this level of EPS improvement for the rest of fiscal 2026 may be challenging.
Net sales increased $22.5 million, or 8.1%, to $298.7 million; sales volume decreased 0.7% to 90.5 million pounds.
Diluted EPS was $1.59 versus $1.00 a year earlier; net income was $18.7 million versus $11.7 million.
Gross profit margin rose to 18.1% of net sales from 16.9%; total inventories increased $40.2 million, or 20.6%.
Management said sustaining this quarter's EPS improvement for the rest of fiscal 2026 may be challenging; the investor call is set for October 30, 2025 at 10:00 a.m. Eastern.
Coca-Cola Consolidated reported third-quarter 2025 net sales of $1.9 billion, up 6.9%, with income from operations up 8.6% to $247 million and GAAP earnings per share up 24% to $1.64. For the first nine months, net sales rose 3.3% to $5.3 billion, but net income fell 4.6% to $433.3 million, reflecting non-cash fair value adjustments to an acquisition-related contingent consideration liability.
Third-quarter net sales rose 6.9% to $1.9 billion, and volume rose 3.3%.
Third-quarter GAAP EPS was $1.64, up $0.32 or 24%; adjusted EPS was $2.06, up 10%.
First nine months net income was $433.3 million, down $20.8 million or 4.6%; adjusted net income was $510.6 million, down 2.2%.
The company expects fiscal 2025 capital expenditures of about $300 million and returned over $211 million to stockholders in the first nine months.
Chipotle reported third-quarter 2025 results for the quarter ended September 30, 2025. Total revenue rose 7.5% to $3.0 billion and diluted EPS was $0.29, up from $0.28, while operating margin fell to 15.9% from 16.9%. The company now expects full-year 2025 comparable restaurant sales to decline in the low-single-digit range.
Total revenue rose 7.5% to $3.0 billion; comparable restaurant sales rose 0.3%, driven by a 1.1% increase in average check and a 0.8% decline in transactions.
Diluted EPS was $0.29 versus $0.28 a year earlier; adjusted diluted EPS was $0.29 versus $0.27.
Operating margin was 15.9%, down from 16.9%; labor costs rose to 25.2% of revenue from 24.9%.
Chipotle repurchased $686.5 million of stock in the quarter, and $652.3 million remained under authorizations as of September 30, 2025.
Equinix reported third-quarter 2025 revenue of $2.316 billion, up 5% from a year earlier, with net income attributable to common stockholders of $374 million, up 26%, and diluted EPS of $3.81, up 23%. The company raised its full-year AFFO and adjusted EBITDA guidance and reported record annualized gross bookings of $394 million, though free cash flow was negative $970 million for the first nine months of 2025.
Q3 2025 revenue $2.316 billion, up 5% year over year; adjusted EBITDA $1.148 billion, up 10% as reported
Q3 2025 net income $374 million; diluted EPS $3.81 versus $3.10 a year earlier
Full-year 2025 AFFO guidance revised to $3.731 to $3.811 billion, including an underlying raise of $31 million
Nine-month free cash flow was negative $970 million versus negative $493 million a year earlier
ServiceNow reported third-quarter 2025 total revenues of $3,407 million, up 22% year over year, and net income of $502 million, compared with $432 million a year earlier. The company raised its 2025 subscription revenue guidance, and its board approved a five-for-one stock split that requires shareholder approval at a December 5, 2025 special meeting.
Q3 2025 total revenues $3,407 million, up 22% year over year; subscription revenues $3,299 million, up 21.5%
Q3 2025 GAAP net income $502 million, or $2.40 per diluted share, versus $2.07 per diluted share a year earlier
Full-year 2025 GAAP subscription revenue guidance $12,835 million to $12,845 million; Q4 2025 subscription revenue guidance $3,420 million to $3,430 million
Five-for-one stock split approved by the board, subject to shareholder vote at a Special Meeting on December 5, 2025
TransMedics reported third quarter 2025 revenue of $143.8 million, up 32% from $108.8 million a year earlier, and net income of $24.3 million, or $0.66 per diluted share, compared with $4.2 million, or $0.12 per diluted share, in the third quarter of 2024. The company raised the midpoint of its full year 2025 revenue guidance and narrowed the range to $595 million to $605 million, which shareholders will weigh against the prior range of $585 million to $605 million.
Q3 2025 total revenue of $143.8 million, up 32% from $108.8 million in Q3 2024
Q3 2025 net income of $24.3 million, or $0.66 per diluted share, versus $4.2 million, or $0.12, a year earlier
Full year 2025 revenue guidance narrowed to $595 million to $605 million, from $585 million to $605 million given on July 30, 2025
Gross margin was 59% in Q3 2025, compared with 56% in Q3 2024; cash was $466.2 million as of September 30, 2025
St. Joe reported third quarter 2025 net income attributable to the company of $38.7 million, or $0.67 per share, up from $16.8 million, or $0.29 per share, a year earlier, on revenue up 63% to $161.1 million. The board also declared a quarterly dividend of $0.16 per share, a 14% increase from the prior $0.14, payable December 12, 2025 to holders of record on November 13, 2025.
Q3 2025 revenue rose 63% to $161.1 million; net income attributable to the company rose 130% to $38.7 million ($0.67 per share)
Real estate revenue rose 199% to $83.8 million, including the $41.0 million sale of the Watercrest senior living community
Dividend raised to $0.16 per share from $0.14, payable December 12, 2025; record date November 13, 2025
Unconsolidated joint venture revenue fell to $57.0 million from $109.2 million, with fewer completed homes at Latitude Margaritaville Watersound
Glaukos reported third-quarter 2025 net sales of $133.5 million, up 38% from a year earlier, and cut its net loss to $16.2 million from $21.4 million. The company raised its 2025 net sales guidance to $490 million to $495 million and gave preliminary 2026 net sales guidance of $600 million to $620 million. For shareholders, revenue growth and the higher guidance are offset by the company still posting a GAAP net loss for the quarter.
Q3 2025 net sales were $133.5 million, up 38% from $96.7 million in Q3 2024 (37% on a constant currency basis).
Q3 2025 net loss was $16.2 million, or $0.28 per diluted share, versus a net loss of $21.4 million, or $0.39 per share, in Q3 2024.
2025 net sales guidance was raised to $490 million to $495 million, from $480 million to $486 million previously.
Preliminary 2026 net sales guidance is $600 million to $620 million; the company had $277.5 million in cash, short-term investments and restricted cash and no debt as of September 30, 2025.
Rollins reported unaudited third-quarter 2025 results for the period ended September 30, 2025, with revenue of $1,026.1 million, up 12.0% from a year earlier. Net income rose 19.4% to $163.5 million, and diluted EPS rose 21.4% to $0.34, which shows the company's profit grew faster than its sales. The filing contains no guidance or outlook changes.
Revenue $1,026.1 million, up 12.0%; organic revenue up 7.2% to $982.1 million
Net income $163.5 million, up 19.4%; diluted EPS $0.34 versus $0.28 a year earlier
Operating cash flow $191.3 million, up 30.2%; dividends paid $80.1 million in the quarter
Boot Barn reported fiscal second-quarter 2026 results for the quarter ended September 27, 2025, with net sales up 18.7% and diluted earnings per share of $1.37, compared with $0.95 a year earlier. The company also issued updated fiscal 2026 guidance, which supersedes its July 31, 2025 outlook, and raised its estimate of U.S. store potential to 1,200 stores from 900.
Net sales rose 18.7% to $505.4 million; same store sales increased 8.4%.
Net income was $42.2 million, or $1.37 per diluted share, versus $29.4 million, or $0.95, a year earlier.
Fiscal 2026 guidance: net income per diluted share of $6.75 to $7.15, and third-quarter per diluted share of $2.47 to $2.59.
Estimated U.S. store potential raised to 1,200 stores from 900; the company ended the quarter with 489 stores.
STAG Industrial reported third-quarter 2025 results on October 29, 2025. Net income attributable to common stockholders was $48.6 million, or $0.26 per share, up from $41.8 million, or $0.23 per share, a year earlier. Core FFO per diluted share rose 8.3% to $0.65, and same store cash NOI increased 3.9% to $145.7 million, which shows higher earnings for shareholders. The release does not include a numeric earnings forecast.
Net income per diluted share was $0.26 in Q3 2025 versus $0.23 in Q3 2024; nine-month figure was $1.02 versus $0.76.
Core FFO per diluted share was $0.65 in Q3 2025 versus $0.60 in Q3 2024; nine-month figure was $1.89 versus $1.79.
Occupancy was 95.8% on the total portfolio and 96.8% on the Operating Portfolio as of September 30, 2025.
Refinanced $300 million term loan G, now maturing March 15, 2030; liquidity was $904.1 million at September 30, 2025.
First Interstate BancSystem reported third-quarter 2025 net income of $71.4 million, or $0.69 per diluted share, up from $55.5 million, or $0.54 per share, a year earlier but roughly flat with the second quarter. The board also declared a $0.47 per share dividend payable November 20, 2025, to holders of record as of November 10, 2025.
Q3 2025 net income $71.4 million, $0.69 per diluted share, versus $71.7 million, $0.69 per share, in Q2 2025 and $55.5 million, $0.54 per share, in Q3 2024
Net interest margin rose to 3.34%, up from 3.30% in Q2 2025 and 3.01% in Q3 2024
Dividend of $0.47 per share payable November 20, 2025, to shareholders of record as of November 10, 2025
Other borrowed funds fell to zero as of September 30, 2025, from $250.0 million at June 30, 2025
Carvana reported third-quarter 2025 results for the period ended September 30, 2025, with revenue up 55% year over year and net income up to $263 million from $148 million. It also expects fourth-quarter retail units above 150,000 and full-year 2025 Adjusted EBITDA at or above the high end of its previously communicated $2.0 to $2.2 billion range, provided the environment remains stable.
Q3 2025 revenue was $5.647 billion, up 55%, on 155,941 retail units sold, up 44%.
Net income was $263 million; basic EPS was $1.08 and diluted EPS was $1.03, versus $0.69 and $0.64 a year earlier.
Adjusted EBITDA was $637 million, up 48%, but its margin fell to 11.3% from 11.7%.
Net income included a $120 million negative impact from the decline in fair value of Root warrants.
Cohu reported fiscal third-quarter 2025 net sales of $126.2 million, up from $95.3 million a year earlier, and a GAAP net loss of $4.1 million, or $0.09 per share, versus a loss of $18.1 million a year earlier. The company guided fourth-quarter 2025 sales to $122 million, plus or minus $7 million, and said it did not repurchase shares in the quarter.
Q3 2025 net sales $126.2 million vs. $95.3 million in Q3 2024 and $107.7 million in Q2 2025
GAAP net loss $4.1 million ($0.09 per share) vs. $18.1 million ($0.39 per share) a year earlier; non-GAAP loss $2.8 million ($0.06 per share)
Q4 2025 sales expected at $122 million, plus or minus $7 million
Cash and investments $198.2 million at quarter end; no shares repurchased in Q3 2025
MYR Group reported third-quarter 2025 revenue of $950.4 million, up $62.4 million from a year earlier, and net income of $32.1 million, or $2.05 per diluted share, compared with $10.6 million, or $0.65 per share, in the third quarter of 2024. Gross margin rose to 11.8 percent from 8.7 percent, and backlog reached $2.66 billion as of September 30, 2025, which points to stronger profitability and demand for shareholders. The filing does not include updated financial guidance.
Q3 2025 revenue was $950.4 million, up $62.4 million from Q3 2024.
Q3 2025 net income was $32.1 million, or $2.05 per diluted share, versus $10.6 million, or $0.65 per diluted share, a year earlier.
Gross margin increased to 11.8 percent from 8.7 percent; backlog was $2.66 billion as of September 30, 2025.
Management will host a conference call on Thursday, October 30, 2025, at 8:00 a.m. Mountain time.
FormFactor reported fiscal third-quarter 2025 revenue of $202.7 million, up 3.5% from the second quarter but down 2.5% from a year earlier. GAAP diluted earnings per share were $0.20, up from $0.12 in the prior quarter but down from $0.24 a year earlier, and the company expects higher revenue, earnings and gross margin in the fourth quarter.
Q3 revenue $202.7 million vs. $195.8 million in Q2 2025 and $207.9 million in Q3 2024
GAAP net income $15.7 million, or $0.20 per diluted share; non-GAAP EPS $0.33 vs. $0.35 a year earlier
Q4 outlook (quarter ending December 27, 2025): revenue $210 million +/- $5 million; GAAP EPS $0.19 +/- $0.04
Q3 free cash flow $19.7 million vs. negative $47.1 million in Q2 2025
Waystar reported third-quarter 2025 revenue of $268.7 million, up 12% year over year, and net income of $30.6 million, or $0.17 per diluted share, compared with $5.4 million, or $0.03, a year earlier. The company also raised its full-year 2025 revenue and adjusted EBITDA guidance, which signals management's confidence in the rest of the year.
Q3 revenue was $268.7 million, up from $240.1 million in Q3 2024.
Q3 net income was $30.6 million, or $0.17 per diluted share, versus $5.4 million, or $0.03, a year earlier.
Full-year 2025 revenue guidance is $1.085 billion to $1.093 billion, and adjusted EBITDA guidance is $451 million to $455 million, both raised.
Q3 non-GAAP net income was $67.8 million, or $0.37 per diluted share.
MercadoLibre reported third-quarter 2025 results for the period ended September 30, 2025, in a press release furnished as Exhibit 99.1 to this Form 8-K. Net revenues and financial income rose 39% year over year to $7.4 billion, while net income rose 6% to $421 million, growing more slowly than operating income because of larger foreign exchange losses and a higher tax rate.
Net revenues and financial income of $7,409 million, up 39% year over year (49% on a foreign-exchange-neutral basis)
Income from operations of $724 million, up 30% year over year, with a 9.8% operating margin, a modest year-over-year decline
Net income of $421 million, up 6% year over year, with a 5.7% net margin
Adjusted free cash flow of $206 million after capital expenditures of $357 million and $1,730 million invested in credit portfolio growth
Range Resources reported third quarter 2025 results in a press release dated October 28, 2025, furnished with this Form 8-K. Net income was $144 million, or $0.60 per diluted share, compared with $50.7 million, or $0.21 per share, a year earlier, and revenues and other income rose 22% to $749 million. For shareholders, the higher profit includes a $93 million mark-to-market derivative gain, and the filing also narrowed the company's 2025 natural gas differential guidance.
Net income was $144 million ($0.60 per diluted share) versus $50.7 million ($0.21) in third quarter 2024
Revenues and other income totaled $749 million, up 22% from $615 million a year earlier
Third quarter results include a $93 million mark-to-market derivative gain; adjusted EPS was $0.57 on a non-GAAP basis
2025 natural gas differential guidance narrowed to NYMEX minus $0.40 to $0.43 from minus $0.40 to $0.48; all-in capital budget is $650 million to $680 million
Kirby reported third quarter 2025 net earnings attributable to Kirby of $92.5 million, or $1.65 per diluted share, up from $1.55 a year earlier, on revenue of $871.2 million versus $831.1 million. Marine transportation operating income fell to $88.6 million, while distribution and services operating income rose to $42.7 million, and the company repurchased $120.0 million of stock in the quarter.
Diluted EPS of $1.65 versus $1.55 in the 2024 third quarter; revenue of $871.2 million versus $831.1 million
Marine transportation operating income of $88.6 million versus $99.5 million, with operating margin of 18.3% versus 20.5%
Distribution and services revenue of $386.2 million versus $345.1 million, with power generation revenue up 56% year-over-year
Kirby repurchased shares for $120.0 million in the third quarter and $36 million so far in the fourth quarter; full-year 2025 operating cash flow expected at $620 million to $720 million
Capitol Federal Financial, Inc. (NASDAQ: CFFN) reported net income of $68.0 million, or $0.52 per share, for the fiscal year ended September 30, 2025, up from $38.0 million, or $0.29 per share, a year earlier. The prior year included a $13.3 million securities loss, and the company reported $18.8 million, or $0.14 per share, of net income for the fourth quarter. The company also declared a quarterly cash dividend of $0.085 per share, which matters to shareholders because the Board intends to continue that dividend in fiscal 2026.
Fiscal 2025 net income was $68.0 million, or $0.52 per share, versus $38.0 million, or $0.29 per share, in fiscal 2024.
Fourth-quarter net income was $18.8 million, or $0.14 per share, up from $18.4 million in the prior quarter.
Net interest margin rose 11 basis points to 2.09% in the quarter, from 1.98% in the prior quarter.
Quarterly cash dividend of $0.085 per share is payable November 21, 2025, to stockholders of record on November 7, 2025.
Entergy reported third quarter 2025 earnings of $694 million, or $1.53 per share, up from $645 million, or $1.50 per share, a year earlier, and narrowed its 2025 adjusted earnings per share guidance to $3.85 to $3.95. The filing does not state the prior guidance range, so the direction of the change cannot be determined from this document.
Q3 2025 earnings were $694 million, or $1.53 per share, versus $645 million, or $1.50 per share, in Q3 2024.
Utility earnings were $810 million, or $1.79 per share, down from $1.82 per share a year earlier; Parent & Other posted a loss of $(117) million, or $(0.26) per share.
Entergy narrowed its 2025 adjusted EPS guidance to a range of $3.85 to $3.95.
Entergy Texas was awarded a $200 million grant from the Texas Energy Fund for resiliency projects.
Brinker International reported first-quarter fiscal 2026 results for the period ended September 24, 2025, with total revenues of $1,349.2 million, up from $1,139.0 million a year earlier, and net income of $99.5 million, or $2.17 per diluted share, versus $0.84 a year earlier. The company also reiterated its fiscal 2026 guidance, which matters to shareholders because it signals management is not changing its full-year outlook after the quarter.
Total revenues were $1,349.2 million versus $1,139.0 million; comparable restaurant sales rose 18.8%, with Chili's up 21.4% and Maggiano's down 6.4%.
Net income was $99.5 million, or $2.17 per diluted share, versus $38.5 million, or $0.84; excluding special items, EPS was $1.93 versus $0.95.
Operating income was $117.9 million versus $56.4 million, and the company repurchased $92.0 million of its common stock during the quarter.
Fiscal 2026 guidance was reiterated: total revenues of $5.60 billion to $5.70 billion and EPS excluding special items of $9.90 to $10.50.
Gates Industrial Corporation plc reported third-quarter 2025 net sales of $855.7 million, up 3.0% from the prior-year period, and net income attributable to shareholders of $81.6 million, or $0.31 per diluted share, versus $47.6 million, or $0.18, a year earlier. The company raised its 2025 adjusted EPS guidance at the midpoint and announced a new $300 million share repurchase authorization, which runs through December 2026.
Q3 net sales of $855.7 million, up 3.0%; core sales growth of 1.7%
Net income attributable to shareholders of $81.6 million, or $0.31 per diluted share, versus $0.18 a year earlier
Adjusted EPS of $0.39 in Q3 versus $0.33 a year earlier; 2025 adjusted EPS guidance raised at the midpoint to $1.48 to $1.52
Board authorized up to $300 million in share repurchases, valid through December 2026
Vita Coco reported third-quarter 2025 results on October 29, 2025, with net sales up 37% to $182 million and net income of $24 million, or $0.40 per diluted share, compared with $19 million and $0.32 a year earlier. The company raised its full-year 2025 net sales guidance to $580 million to $595 million and its adjusted EBITDA guidance to $90 million to $95 million, although gross margin fell to 38% from 39%.
Q3 net sales were $182 million, up 37%, with Vita Coco Coconut Water net sales up 42%.
Q3 net income was $24 million ($0.40 diluted EPS) versus $19 million ($0.32); adjusted EBITDA was $32 million versus $23 million.
Full-year 2025 guidance: net sales of $580 million to $595 million and adjusted EBITDA of $90 million to $95 million.
Gross margin was 38% versus 39%, reflecting higher finished goods and tariff costs; the company reported no debt and $204 million in cash as of September 30, 2025.
Fortive reported third-quarter 2025 revenue of $1.03 billion, up 2.3% year over year, with adjusted diluted EPS of $0.68, up 15.3%. The company raised its full-year 2025 adjusted diluted EPS guidance to $2.63 to $2.67 from $2.50 to $2.60, and executed $1 billion of share repurchases, about 6% of diluted shares outstanding. Operating cash flow and free cash flow declined in the quarter, and the GAAP net earnings figure of $55 million reflects a $62 million loss from discontinued operations.
Q3 2025 revenue was $1.03 billion, up 2.3%; core revenue rose 1.9%
GAAP diluted EPS was $0.35, up 9.4%; adjusted diluted EPS was $0.68, up 15.3%
Full-year 2025 adjusted diluted EPS guidance raised to $2.63 to $2.67 from $2.50 to $2.60
Share repurchases totaled $1 billion, comprising 21 million shares
Central Pacific Financial reported third-quarter 2025 net income of $18.6 million, or $0.69 per diluted share, up from $0.67 in the prior quarter and $0.49 a year earlier. Results included $1.5 million in pre-tax expenses tied to consolidating its operations center; excluding that item, adjusted EPS was $0.73 (non-GAAP). The board raised the quarterly dividend to $0.28 per share from $0.27, and the company plans to redeem $55.0 million of subordinated notes on November 1, 2025.
Net income $18.6 million, or $0.69 per diluted share, versus $18.3 million, or $0.67, in Q2 2025 and $13.3 million, or $0.49, in Q3 2024
Net interest margin 3.49%, up 5 basis points from the prior quarter; net interest income $61.3 million
Quarterly cash dividend raised to $0.28 per share from $0.27, payable December 15, 2025, to holders of record as of November 28, 2025
Redemption of $55.0 million in 4.75% subordinated notes at par on the November 1, 2025 call date
The Chefs' Warehouse reported third-quarter 2025 results for the thirteen weeks ended September 26, 2025, with net sales up 9.6% and GAAP diluted earnings of $0.44 per share, compared with $0.34 a year earlier. The company also raised its fiscal 2025 guidance for net sales, gross profit and adjusted EBITDA, which points to higher expected full-year results for shareholders.
Net sales rose 9.6% to $1,021.3 million from $931.5 million a year earlier
GAAP net income was $19.1 million, or $0.44 per diluted share, versus $14.1 million, or $0.34, in Q3 2024
Adjusted EBITDA was $65.1 million versus $54.5 million; adjusted net income per share was $0.50 versus $0.36
Fiscal 2025 guidance raised: net sales of $4.085 billion to $4.115 billion and adjusted EBITDA of $247 million to $253 million
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