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).
Corebridge Financial said Chief Financial Officer Elias Habayeb has resigned to take another leadership role at a publicly listed company that Corebridge does not consider a competitor. He will stay as CFO until his employment ends on April 24, 2026, and will help complete the 2025 financial statements and the 2026 budget while the company searches for a successor.
Habayeb notified the company of his resignation on October 27, 2025; the company announced it on October 31, 2025.
Habayeb's employment ends April 24, 2026, after a six-month notice and transition period.
The company said the departure is not due to any disagreement on financial statements, internal control, operations, policies or practices.
Corebridge has engaged a leading executive recruiting firm to search for a successor.
DTE Electric, a DTE Energy subsidiary, entered a Primary Supply Agreement and an Energy Storage Agreement with Green Chile Ventures LLC, a wholly owned subsidiary of Oracle Corporation, to serve a future data center in southeast Michigan. The filing does not give financial values for either agreement, and the board approved them on October 28, 2025.
Primary Supply Agreement: approximately 1.4 gigawatts of electric service, term through February 2045, full delivery expected in December 2027
Energy Storage Agreement: DTE Electric to build and operate approximately 1.4 gigawatts of storage at Customer's cost, with each facility operated for 15 years
Customer's parent provides credit support to DTE Electric for both agreements
Sanmina completed its acquisition of ZT Group Int'l, Inc. (ZT Systems), a provider of AI and general-purpose compute infrastructure, from an AMD subsidiary on October 27, 2025. The deal was paid for with $2.4 billion in cash, 1,151,052 Sanmina shares valued at $150 million, and new borrowings under an amended credit agreement, so the company now carries significantly more debt.
Closed October 27, 2025: $2.4 billion cash plus 1,151,052 shares valued at $150 million, with up to $450 million more in contingent cash over three years
Borrowed $1.4 billion under the Term Loan A Facility and $800 million under the Term Loan B Facility on October 27, 2025
Credit agreement amended October 20 and October 27, 2025; the existing Bank of America-agented facility was refinanced and terminated
ZT Systems entered an uncommitted receivables purchase agreement with PNC with a $850 million facility limit; no receivables were outstanding as of October 31, 2025
Standex International reported first-quarter fiscal 2026 results for the quarter ended September 30, 2025, with net sales up 27.6% year over year to $217.4 million and adjusted diluted EPS up 8.2% to $1.99. GAAP diluted EPS fell 18.3% to $1.25, and the company raised its fiscal 2026 sales growth outlook to more than $110 million from more than $100 million.
Q1 fiscal 2026 net sales were $217.4 million, up 27.6% from $170.5 million a year earlier.
Adjusted diluted EPS was $1.99, up from $1.84; GAAP diluted EPS was $1.25, down from $1.53.
Fiscal 2026 revenue growth outlook raised to over $110 million, from over $100 million previously.
Free cash flow was $10.4 million, compared with $10.8 million a year earlier; about $8 million of debt was repaid.
Gaming and Leisure Properties reported third-quarter 2025 revenue of $397.6 million, up from $385.3 million a year earlier, and net income of $248.5 million, up from $190.1 million. The company also narrowed its full-year 2025 AFFO guidance to $1.115 billion to $1.118 billion from $1.112 billion to $1.118 billion, raising the low end of the range.
Q3 2025 AFFO was $282.0 million, or $0.97 per diluted share and OP/LTIP unit, versus $268.2 million, or $0.95, in Q3 2024.
Q3 2025 net income per diluted common share was $0.85, compared with $0.67 a year earlier.
Full-year 2025 AFFO guidance is $1.115 billion to $1.118 billion, or $3.86 to $3.88 per diluted share and OP/LTIP unit.
Subsequent to quarter end, the company closed on the $183.75 million acquisition of Sunland Park Racetrack and Casino on October 15, 2025.
Standard Motor Products reported third-quarter 2025 net sales of $498.8 million, up 24.9% from $399.3 million a year earlier, and raised its full-year sales growth guidance to the low-to-mid 20% range. However, a $34.2 million loss from discontinued operations left the company with a third-quarter net loss attributable to SMP of $4.3 million, which shareholders should weigh against the higher sales and earnings from continuing operations.
Third-quarter net sales were $498.8 million, up 24.9%, or 3.8% excluding Nissens.
GAAP diluted EPS from continuing operations was $1.32 versus $1.20; non-GAAP diluted EPS was $1.36 versus $1.28.
Third-quarter net loss attributable to SMP was $4.3 million, including a $34.2 million loss from discontinued operations.
Full-year sales growth guidance was raised to the low-to-mid 20% range from the low 20% range; adjusted EBITDA margin outlook is 10.5% to 11%, narrowed from 10% to 11%.
AGCO reported third-quarter 2025 net sales of $2.5 billion, down 4.7% from a year earlier, while adjusted earnings per share rose to $1.35 from $0.68. The company raised its full-year adjusted EPS outlook to approximately $5.00 and plans $300 million in share repurchases starting in the fourth quarter, funded by $230 million in after-tax proceeds from the TAFE stake sale. Reported diluted EPS of $4.09 was boosted by a $208.4 million other income item, and the filing shows lower sales in North America and South America.
Q3 net sales $2.5 billion, down 4.7% year over year; excluding currency translation, down 8.4%
Q3 adjusted EPS $1.35 versus $0.68; reported diluted EPS $4.09 versus $0.40
Full-year 2025 adjusted EPS outlook approximately $5.00; full-year net sales outlook approximately $9.8 billion
$300 million in share repurchases to start in Q4 2025, funded by $230 million after-tax TAFE sale proceeds
WisdomTree reported third-quarter 2025 operating revenues of $125.6 million, up 11.5% from the prior quarter and 11.0% from a year earlier, with GAAP net income of $19.7 million, or $0.13 per diluted share, after a $13.0 million loss on convertible note repurchases. The board also raised the total share repurchase authorization to $250.0 million, which expires on April 27, 2028, and declared a $0.03 quarterly dividend.
Q3 2025 operating revenues were $125.6 million, up 11.5% from Q2 2025 and up 11.0% from Q3 2024
GAAP diluted EPS was $0.13 versus $0.17 in Q2 2025; adjusted diluted EPS was $0.23, including a $13.0 million loss on extinguishment of convertible notes
Board approved a $190.0 million increase to the repurchase program, bringing the total to $250.0 million, expiring April 27, 2028
Quarterly dividend of $0.03 per share is payable November 26, 2025 to holders of record as of November 12, 2025
Colgate-Palmolive reported third quarter 2025 net sales of $5.1 billion, up 2.0%, and GAAP diluted EPS of $0.91, up 1%, though organic sales rose only 0.4%. The company lowered its full-year organic sales growth outlook to 1% to 2% from the low end of 2% to 4%, kept its EPS outlook, and disclosed a three-year productivity program with $200 million to $300 million of pre-tax charges, substantially all incurred by December 31, 2028.
Q3 2025 net sales $5,131 million, up 2.0%; organic sales up 0.4%
GAAP diluted EPS $0.91 versus $0.90 a year earlier; GAAP gross profit margin 59.4%, down 170 basis points
Full-year 2025 organic sales growth now expected at 1% to 2%, versus the low end of 2% to 4% previously; EPS still expected up low single digits
Strategic Growth and Productivity Program: cumulative pre-tax charges of $200 million to $300 million, with about 75% to 85% expected to be cash expenditures
Madison Square Garden Sports Corp. reported fiscal first-quarter 2026 results for the period ended September 30, 2025, with revenue down $13.9 million, or 26%, from the prior year period. The operating loss widened to $27.4 million from $8.3 million, and the net loss was $8.8 million, or $0.37 per share, compared with $0.31 per share a year earlier.
Revenue of $39.5 million, down $13.9 million (26%), mainly from lower league distributions of $11.4 million and local media rights fees down $2.3 million
Operating loss of $27.4 million versus $8.3 million a year earlier; adjusted operating loss of $20.8 million versus $2.3 million
Net loss of $8.8 million, or $0.37 per share, versus a net loss of $7.5 million, or $0.31 per share, a year earlier
Combined average season ticket renewal rate for the Knicks and Rangers is approximately 94% for the 2025-26 seasons
Federal Realty reported third-quarter 2025 results on October 31, 2025. FFO per diluted share rose to $1.77 from $1.71, while net income available for common shareholders per diluted share slipped to $0.69 from $0.70. The company raised its low-end 2025 FFO guidance and narrowed its ranges, and reported a 2025 earnings per share range of $3.93 to $3.99.
Q3 2025 FFO per diluted share was $1.77, up from $1.71 in Q3 2024, an increase of 3.5%.
Q3 2025 net income available for common shareholders per diluted share was $0.69, versus $0.70 a year earlier.
2025 FFO per diluted share guidance is now $7.20 to $7.26, up from $7.16 to $7.26 at the low end.
Q3 2025 operating income was $110.7 million, compared with $105.8 million in Q3 2024.
Cboe reported third-quarter 2025 net revenue of $605.5 million, up 14%, and diluted EPS of $2.85, up 38% from a year earlier. The company raised its 2025 organic total net revenue growth guidance and lowered its adjusted operating expense guidance, and it also announced a realignment that includes a sales process for Cboe Australia and Cboe Canada.
Q3 2025 net revenue $605.5 million, up 14%; diluted EPS $2.85, up 38%; adjusted diluted EPS $2.67, up 20%
2025 organic total net revenue growth guidance raised to 'low double-digit to mid-teens' from 'high single-digit'
2025 adjusted operating expense guidance lowered to $827 million to $842 million from $832 million to $847 million
Sales process begun for Cboe Australia and Cboe Canada; annualized run-rate impact estimated at roughly 3% lower net revenue and 8-10% lower adjusted operating expenses
Sensient Technologies reported third-quarter 2025 revenue of $412.1 million, up 5.0% from a year earlier, with reported operating income up 14.2% to $57.7 million. The company raised its 2025 local currency adjusted EBITDA growth outlook to double digits from high single digits, while GAAP diluted EPS guidance of $3.13 to $3.23 was unchanged.
Q3 2025 revenue $412.1 million, up 5.0% from $392.6 million; up 3.5% in local currency
Q3 diluted EPS 87 cents versus 77 cents, up 13.0%; Portfolio Optimization Plan costs were $3.3 million pre-tax
2025 local currency adjusted EBITDA outlook raised to double-digit growth from high single-digit growth
GAAP diluted EPS guidance unchanged at $3.13 to $3.23, including about 28 cents of Portfolio Optimization Plan costs
TXNM Energy reported third quarter 2025 results, with GAAP diluted earnings per share of $1.22 versus $1.45 a year earlier and ongoing diluted EPS of $1.33 versus $1.43. Electric operating revenues rose to $647.2 million from $569.3 million, but the company said it is not affirming its previously issued 2025 earnings guidance and does not plan to issue revised guidance during the pending Blackstone Infrastructure acquisition, which shareholders approved on August 28, 2025.
GAAP diluted EPS was $1.22 in Q3 2025 versus $1.45 in Q3 2024; ongoing diluted EPS was $1.33 versus $1.43.
Electric operating revenues were $647.2 million versus $569.3 million, while GAAP net earnings attributable to TXNM were $130.7 million versus $131.2 million.
TXNM is not affirming its 2025 earnings guidance and does not plan to issue revised guidance during the pending transaction.
The Blackstone Infrastructure deal at $61.25 per share is expected to close in the second half of 2026, subject to regulatory approvals.
Church & Dwight reported third-quarter 2025 net sales of $1,585.6 million, up 5.0%, and reported EPS of $0.75 versus a loss of $0.31 a year earlier. The company raised its 2025 reported sales growth outlook to approximately 1.5% and its adjusted EPS outlook to approximately $3.49, and it now expects about $1.2 billion of cash from operations.
Q3 net sales $1,585.6 million, up 5.0%; organic sales up 3.4%
Reported EPS $0.75 versus a loss of $0.31 in Q3 2024; adjusted EPS $0.81, up 2.5%
2025 adjusted EPS now approximately $3.49, versus prior midpoint of $3.47
Share repurchases of $300 million in Q3 and $600 million year to date
nVent reported third-quarter 2025 net sales of $1.1 billion, up 35%, and GAAP diluted EPS from continuing operations of $0.73, up 55%. The company raised its full-year 2025 reported sales growth and EPS guidance, which gives shareholders a higher outlook, though adjusted return on sales fell 130 basis points year over year.
Q3 net sales $1,054 million, up 35% (organic growth 16%); Systems Protection up 50%, Electrical Connections up 11%
Q3 GAAP diluted EPS $0.73 vs. $0.47 a year earlier; adjusted EPS $0.91, up 44%
Full-year 2025 GAAP EPS guidance raised to $2.57 to $2.59 from $2.48 to $2.56; adjusted EPS to $3.31 to $3.33 from $3.22 to $3.30
Fourth-quarter 2025 GAAP EPS estimated at $0.67 to $0.69; adjusted EPS at $0.87 to $0.89
Interface reported third-quarter 2025 GAAP diluted earnings per share of $0.78, up 62.5% year over year, and adjusted diluted EPS of $0.61, up 27.1%. The company raised its full-year 2025 net sales outlook to $1.375 billion to $1.390 billion, from $1.370 billion to $1.390 billion, and its adjusted gross profit margin outlook to 38.5% from 37.7%. Both headline results and guidance moved higher for shareholders.
Q3 2025 net sales were $364.5 million, up 5.9% year over year and up 4.2% on a currency-neutral basis.
GAAP net income for the quarter was $46.1 million, up 62.2%, and diluted EPS was $0.78 versus $0.48 a year earlier.
Full-year 2025 net sales outlook raised to $1.375 billion to $1.390 billion; adjusted gross profit margin outlook raised to 38.5% of net sales.
Cash rose to $187.4 million at September 28, 2025, from $99.2 million at December 29, 2024, and net debt fell to $120.4 million.
LyondellBasell reported a third-quarter 2025 net loss of $890 million, or $2.77 per diluted share, driven by $1.2 billion of non-cash asset write-downs. Excluding identified items, diluted earnings were $1.01 per share, down from $1.91 a year earlier, and sales were $7.7 billion versus $8.6 billion in the third quarter of 2024. The company also signed a sale and purchase agreement on October 29, 2025 to sell four European olefins and polyolefins sites, with closing expected in the first half of 2026.
Q3 2025 net loss $890 million; EBITDA $(480) million, or $835 million excluding identified items
Sales and other operating revenues $7.7 billion, versus $8.6 billion in Q3 2024
Sale of European assets (Carrington, Tarragona, Münchsmünster, Berre l’Etang) agreed with AEQ Amethyst B.V.; closing expected in first half of 2026
Cash improvement plan on track for $600 million target in 2025; cash from operations $983 million
Xenia Hotels & Resorts reported a third-quarter 2025 net loss attributable to common stockholders of $13.7 million, or $0.14 per share, compared with a net loss of $7.1 million, or $0.07 per share, a year earlier. Adjusted EBITDAre fell 4.6% to $42.2 million, and the company lowered the high end of its full-year 2025 guidance, which matters to shareholders because it reduces the expected range of earnings and cash flow for the year.
Q3 2025 net loss attributable to common stockholders was $13.7 million, or $0.14 per share, versus a net loss of $7.1 million, or $0.07 per share, in Q3 2024
Q3 Adjusted EBITDAre of $42.2 million decreased 4.6%; Adjusted FFO per diluted share of $0.23 decreased 8.0%
Full-year 2025 Adjusted EBITDAre guidance is $250 million to $258 million, with the high end cut by $5 million from prior guidance
Same-Property RevPAR guidance for 2025 is a 3.50% to 4.50% increase; the high end was reduced by 1.00%
Regal Rexnord said CEO Louis Pinkham will separate from his role while the Board searches for a successor, with his departure taking effect on the earlier of March 31, 2026 or the appointment of a new CEO. The filing says he will remain CEO until a successor is identified, and that his exit is not the result of any dispute with the company. The Board credited his tenure, which began in April 2019, with raising enterprise value to $15 billion from about $4.5 billion, which matters to shareholders because the company's top executive role will change hands.
Pinkham's CEO role and all other officer and director positions, including his Board seat, end on the earlier of March 31, 2026 or the date his successor is appointed.
The Board formed a search committee of four independent directors, assisted by a leading executive search firm.
The departure is treated as a termination without cause under the Executive Severance Policy, under a Transition Agreement dated October 27, 2025 (Exhibit 10.1).
The October 29, 2025 press release says enterprise value grew to $15 billion from about $4.5 billion during Pinkham's tenure, with total shareholder return of nearly 100% including reinvested dividends.
Arcosa reported record third-quarter 2025 results, with revenue up 25% to $797.8 million and net income of $73.0 million, compared with $640.4 million and $16.6 million a year earlier. The company raised the midpoint of its full-year 2025 Adjusted EBITDA guidance to $575 million to $585 million, from $555 million to $585 million, and narrowed its revenue guidance to $2.86 billion to $2.91 billion.
Q3 Adjusted EBITDA was $174.2 million, up 53% from $114.0 million; diluted EPS was $1.48 versus $0.34.
Full-year 2025 Adjusted EBITDA guidance range is $575 million to $585 million, versus the prior $555 million to $585 million.
Full-year revenue guidance is $2.86 billion to $2.91 billion, versus the prior $2.85 billion to $2.95 billion.
Net Debt to Adjusted EBITDA was 2.4 times at September 30, 2025, down from 2.8 times at the end of the second quarter.
Columbia Banking System reported third quarter 2025 net income of $96 million, down from $152 million in the second quarter, and diluted earnings per share of $0.40, down from $0.73, as it recorded $87 million of merger and restructuring expense tied to its Pacific Premier acquisition. Net interest income rose to $505 million and operating diluted earnings per share were $0.85, up from $0.76, and the Board authorized a $700 million share repurchase program. Shareholders face a mixed picture: revenue grew, but reported profit fell sharply.
Net income was $96 million and diluted EPS was $0.40, compared with $152 million and $0.73 in the prior quarter.
Operating diluted EPS was $0.85, compared with $0.76 in the prior quarter; merger and restructuring expense was $87 million.
Net interest income was $505 million, up $59 million from the prior quarter, partly due to one month of combined operations.
The Board authorized repurchases of up to $700 million of common stock; the authorization expires November 30, 2026.
Huntington Bancshares entered into a merger agreement on October 26, 2025, under which Cadence Bank will merge into The Huntington National Bank, with Cadence shareholders receiving Huntington common stock. The deal requires shareholder and regulatory approvals, including from the Office of the Comptroller of the Currency, before it can close, and it would add three Cadence directors to Huntington's board.
Each Cadence common share converts into 2.475 Huntington common shares, with cash paid in lieu of fractional shares.
Agreement dated October 26, 2025, unanimously approved by the boards of Huntington, Huntington National Bank and Cadence.
Termination fee of $296 million payable by either party in certain circumstances.
Completion requires approval by both companies' shareholders and approval from the Office of the Comptroller of the Currency.
SPS Commerce reported third-quarter 2025 revenue of $189.9 million, up 16% from a year earlier, and net income of $25.6 million, or $0.67 per diluted share, versus $0.62 in the prior-year quarter. It gave fourth-quarter revenue guidance of $192.7 million to $194.7 million and said its chief revenue officer will retire at year-end, replaced by a new chief commercial officer. The board also authorized a share repurchase program of up to $100.0 million, effective December 1, 2025.
Q3 2025 revenue was $189.9 million, up from $163.7 million, with net income of $25.6 million, or $0.67 per diluted share, versus $0.62 a year earlier
Fourth-quarter 2025 revenue is expected at $192.7 million to $194.7 million, or 13% to 14% growth; fiscal 2025 revenue is expected at $751.6 million to $753.6 million
Eduardo Rosini will become Executive Vice President and Chief Commercial Officer on December 1, 2025; Daniel Juckniess, Chief Revenue Officer, retires December 31, 2025
Board authorized repurchases of up to $100.0 million of common stock, effective December 1, 2025 and expiring December 1, 2027
Edwards Lifesciences said its Chief Financial Officer, Scott Ullem, has decided to transition from his role by mid-year 2026. The company is starting a search for a new CFO, and Ullem will stay on in an advisory role after the successor is appointed.
Scott Ullem, CFO, informed the company of his decision on October 30, 2025
Transition is planned for no later than mid-year 2026
Company is initiating a selection process to appoint a new CFO
Ullem will continue in an advisory role after a new CFO is appointed
Cousins Properties reported third quarter 2025 results and raised its full-year 2025 FFO guidance to $2.82 to $2.86 per share from $2.79 to $2.85. Q3 FFO rose to $116.5 million, or $0.69 per share, from $102.3 million, or $0.67 per share, a year earlier, but GAAP net income available to common stockholders fell to $8.6 million, or $0.05 per share, from $11.2 million, or $0.07 per share.
Q3 2025 FFO was $116.5 million, or $0.69 per share, versus $102.3 million, or $0.67 per share, in Q3 2024.
Q3 2025 net income available to common stockholders was $8.6 million, or $0.05 per share, versus $11.2 million, or $0.07 per share, in Q3 2024.
2025 FFO guidance was raised to $2.82 to $2.86 per share from $2.79 to $2.85; net income guidance is $0.30 to $0.34 per share, up from $0.28 to $0.34.
The company acquired The Link, a 292,000 square foot office property in Uptown Dallas, for $218.0 million on July 28, 2025.
Employers Holdings, Inc. reported a third-quarter 2025 net loss of $8.3 million, or $0.36 per share, compared with net income of $30.3 million, or $1.21 per share, a year earlier. The company strengthened prior accident year loss and LAE reserves by $38.2 million, and its Board approved a $125.0 million increase to its share repurchase program, bringing aggregate authority to $250.0 million.
Q3 2025 net loss of $8.3 million ($0.36 per share) vs. net income of $30.3 million ($1.21 per share) in Q3 2024
Total revenues rose to $239.3 million from $224.0 million, while the loss and LAE ratio increased to 97.1% from 63.1%
Prior year reserves strengthened by $38.2 million; the Board approved a $125.0 million increase to the 2025 share repurchase program
Quarterly dividend of $0.32 per share, payable November 26, 2025, to stockholders of record as of November 12, 2025
Healthcare Realty reported third-quarter 2025 Normalized FFO of $0.41 per share, up from $0.39 a year earlier, and a GAAP net loss of $0.17 per share, narrower than the $0.26 loss in the prior-year quarter. The company raised its 2025 Normalized FFO per share guidance to $1.59-$1.61 and same store cash NOI growth guidance to 4.00%-4.75%, while third-quarter revenue of $297.8 million was below the $315.4 million reported a year earlier.
Normalized FFO per share was $0.41 in Q3 2025 versus $0.39 in Q3 2024; NAREIT FFO was $0.34 versus $0.21.
GAAP net loss attributable to common stockholders was $57.7 million ($0.17 per share) versus $93.0 million ($0.26 per share) a year earlier.
Total revenues were $297.8 million versus $315.4 million in Q3 2024.
2025 guidance: Normalized FFO per share raised to $1.59-$1.61 from $1.57-$1.61; same store cash NOI growth raised to 4.00%-4.75% from 3.25%-4.00%. The board approved a $0.24 per share dividend payable November 21, 2025.
The Bancorp reported third-quarter 2025 net income of $54.9 million, or $1.18 per diluted share, up from $1.04 a year earlier, with share buybacks cutting outstanding shares 8%. The company lowered its 2025 EPS guidance to $5.10 from $5.25, citing lower projected traditional lending balances and higher leasing credit provisions tied to trucking losses, which matters for shareholders expecting the earlier outlook.
Q3 2025 net income of $54.9 million, or $1.18 diluted EPS, versus $51.5 million, or $1.04, in Q3 2024
2025 EPS guidance lowered to $5.10 from $5.25, due to lower projected lending balances and a higher leasing credit provision tied to trucking losses
No specific 2026 guidance; company targets a minimum $7 EPS run-rate by Q4 2026 and gave preliminary 2027 EPS guidance of $8.25
Shares repurchased totaled 2,034,053 at an average $73.74 in Q3; outstanding shares fell to 44.5 million from 48.2 million
DXC Technology reported results for the second quarter of fiscal 2026, ended September 30, 2025. Revenue and earnings per share both declined year over year, while free cash flow rose and the company raised its full-year free cash flow forecast to about $650 million from $600 million. Revenue guidance for fiscal 2026 was narrowed to $12.67 billion to $12.81 billion from $12.61 billion to $12.87 billion.
Total revenue was $3.16 billion, down 2.5% year over year and down 4.2% on an organic basis; diluted EPS was $0.20, down 13.0%, and non-GAAP diluted EPS was $0.84, down 9.7%.
Free cash flow was $240 million, up $192 million year over year, and the company repurchased $75 million of shares.
Full-year fiscal 2026 non-GAAP diluted EPS guidance is $2.85 to $3.35; third-quarter non-GAAP diluted EPS guidance is $0.75 to $0.85.
The company will hold a conference call at 5:00 p.m. ET on October 30, 2025.
Edwards Lifesciences reported third-quarter 2025 sales of $1.55 billion, up 14.7% from a year earlier, and raised its full-year sales growth and adjusted EPS guidance. GAAP earnings per share fell to $0.50 from $0.61, and adjusted EPS was $0.67, matching the prior year, so shareholders receive higher sales expectations alongside lower reported profit.
Q3 sales were $1.55 billion, up 14.7% (12.6% adjusted); TAVR sales were $1.15 billion, up 12.4%.
GAAP diluted EPS was $0.50 versus $0.61 a year earlier; adjusted diluted EPS was $0.67 in both periods.
Full-year 2025 sales growth guidance rose to the high end of 9% to 10%; adjusted EPS guidance is $2.56 to $2.62, up from the high end of $2.45 to $2.55.
Q3 included $90.4 million in certain litigation expenses and a $40.0 million intangible assets impairment charge.
Omega Healthcare Investors reported third-quarter 2025 net income of $185 million, or $0.59 per diluted share, up from $115 million, or $0.42, a year earlier. The company raised its 2025 AFFO guidance to $3.08-$3.10 per diluted share from $3.04-$3.07, which affects shareholders' expectations for cash earnings from the year's investments.
Q3 2025 net income of $185 million ($0.59 per diluted share) vs. $115 million ($0.42) in Q3 2024
Q3 2025 AFFO of $243 million ($0.79 per diluted share) vs. $203 million ($0.74) in Q3 2024
2025 AFFO guidance raised to $3.08-$3.10 per diluted share from $3.04-$3.07
Quarterly dividend of $0.67 per share declared October 24, 2025, payable November 17, 2025
Park Hotels & Resorts reported third quarter 2025 revenue of $610 million, down from $649 million a year earlier, and a net loss of $14 million compared with net income of $57 million in the prior-year quarter. The company also lowered the midpoint of its full-year Adjusted EBITDA outlook to $595 million to $620 million from $595 million to $645 million, and widened its expected full-year net loss range, which matters to shareholders because the company's profit measures are declining.
Q3 2025 Adjusted EBITDA was $130 million, down 18.2% from $159 million; diluted loss per share was $(0.08) versus earnings of $0.26 a year earlier.
Full-year 2025 Adjusted EBITDA outlook is $595 million to $620 million, versus $595 million to $645 million previously; the net loss outlook is now $(60) million to $(35) million, versus $(53) million to $(3) million.
Comparable RevPAR fell 6.1% in the quarter, or 4.9% excluding the Royal Palm, which suspended operations in mid-May 2025 for renovation; the company declared a $0.25 per share fourth quarter dividend payable January 15, 2026.
VICI Properties reported third-quarter 2025 results with total revenues up 4.4% year-over-year to $1.0 billion and AFFO attributable to common stockholders up 7.4% to $637.6 million. The company raised the low end of its full-year 2025 AFFO guidance to between $2,510 million and $2,520 million, or $2.36 to $2.37 per diluted share, and announced a lease agreement for MGM Northfield Park with an affiliate of Clairvest.
Net income attributable to common stockholders rose 4.0% to $762.0 million, or $0.71 per share, though a $11.5 million change in the CECL allowance partly offset the increase.
AFFO per share rose 5.3% to $0.60 for the quarter, and the quarterly dividend was set at $0.45 per share, a 4.0% increase.
Full-year 2025 AFFO guidance was updated to $2,510 million to $2,520 million, compared with prior guidance of $2,500 million to $2,520 million.
The Northfield Park lease carries an initial annual base rent of $53.0 million, or $54.0 million if closing occurs on or after May 1, 2026, and is expected to close in the first half of 2026.
Palomar Holdings agreed on October 27, 2025 to buy all equity of The Gray Casualty & Surety Company, a contract surety insurer, for $300 million in cash, subject to customary adjustments. The deal is expected to close in the first half of 2026, subject to regulatory approvals and other closing conditions, and Palomar says it strengthens its surety business.
Purchase price of $300 million in cash, subject to customary closing adjustments
Expected to close in the first half of 2026, pending HSR and other regulatory approvals
Agreement can be terminated if closing has not occurred by March 27, 2026, extendable to May 27, 2026
Gray Surety is licensed in 50 states and operates 13 regional offices
SPX Technologies reported third-quarter 2025 revenue of $592.8 million, up 22.6%, and GAAP EPS of $1.29, up 19.4%, in a press release furnished under Item 2.02 of Form 8-K. The company raised its full-year 2025 Adjusted EBITDA and Adjusted EPS guidance while maintaining its revenue range of $2.225 billion to $2.275 billion.
Q3 2025 revenue was $592.8 million, up 22.6%; GAAP income from continuing operations was $63.1 million, up 24.0%
Q3 2025 Adjusted EPS was $1.84, up 32.4%, and Adjusted EBITDA was $136.1 million, up 30.9%
2025 Adjusted EBITDA guidance raised to $495 million to $515 million from $485 million to $510 million
2025 Adjusted EPS guidance raised to $6.65 to $6.80 from $6.35 to $6.65; revenue guidance maintained at $2.225 billion to $2.275 billion
Motorola Solutions reported third-quarter 2025 sales of $3.0 billion, up 8%, and non-GAAP EPS of $4.06, up 9%, while GAAP EPS rose 1% to $3.33. The company raised its full-year 2025 non-GAAP EPS guidance to $15.09 to $15.15 per share from $14.88 to $14.98, and kept its revenue outlook of about $11.65 billion, which means higher expected per-share earnings for shareholders.
Q3 2025 sales were $3.0 billion, up 8% from $2.79 billion a year earlier.
Non-GAAP EPS was $4.06, up 9% from $3.74; GAAP EPS was $3.33, up 1% from $3.29.
Full-year 2025 non-GAAP EPS guidance was raised to $15.09 to $15.15 from $14.88 to $14.98; revenue guidance of about $11.65 billion was maintained.
The $4.4 billion acquisition of Silvus Technologies closed during the quarter.
Fortune Brands reported third-quarter 2025 net sales of $1.1 billion, roughly flat with a year earlier, and GAAP EPS of $0.59, down 46.1%. The company lowered its full-year 2025 EPS before charges/gains guidance to $3.70 to $3.80 from $3.75 to $3.95, which lowers the earnings outlook for shareholders.
Q3 2025 net sales were $1,149.2 million, down 0.5% from $1,155.3 million a year earlier
Q3 GAAP EPS was $0.59 versus $1.09; EPS before charges/gains was $1.09, down 6.0%
Full-year 2025 EPS before charges/gains guidance cut to $3.70 to $3.80 from $3.75 to $3.95
Full-year cash flow from operations guidance lowered to $530 million to $540 million from around $650 million
Floor & Decor's board appointed Bradley S. Paulsen as chief executive officer and a director, effective December 26, 2025, the first day of fiscal 2026. Thomas V. Taylor, the current CEO, becomes Executive Chair on the same date, and director Richard Sullivan will retire at the end of his term. The filing also enhances severance terms for three senior executives, which shareholders may track in future proxy disclosures.
Bradley S. Paulsen: CEO and board member effective December 26, 2025; annual base salary $1,000,000 and target bonus of 125% of salary; no equity awards granted in connection with the transition
Thomas V. Taylor: moves from CEO to Executive Chair effective December 26, 2025; annual base salary $800,000 and target bonus of 100% of salary
Director Richard Sullivan will retire at the end of his current term and will not stand for re-election at the 2026 annual meeting; the filing says the decision did not involve any disagreement with the company
Amended employment agreements for CFO Bryan Langley, David Christopherson and Ersan Sayman add 12 months of salary continuation and related benefits on certain terminations
GoDaddy reported third quarter 2025 results for the quarter ended September 30, 2025, with revenue up 10.3% year over year and net income up 10.5% to $210.5 million. The company raised its full-year 2025 revenue expectation to a range of $4.930 billion to $4.950 billion, but guided fourth-quarter revenue growth of 6% at the midpoint, which shareholders will weigh against the stronger year-to-date trend.
Q3 2025 total revenue was $1,265.3 million, up 10.3% year over year; diluted EPS was $1.51 versus $1.32 a year earlier.
Full-year 2025 revenue outlook was raised to $4.930 billion to $4.950 billion, implying about 8% growth at the midpoint.
Fourth-quarter 2025 revenue is expected at $1.255 billion to $1.275 billion, with the .CO registry contract exit cited as a headwind.
Year-to-date through October 28, 2025, GoDaddy repurchased 9.0 million shares for $1.4 billion.
Illumina reported third-quarter 2025 revenue of $1.08 billion, flat with the prior year, and non-GAAP diluted EPS of $1.34, up from $1.14. The company raised its fiscal 2025 non-GAAP EPS guidance to $4.65 to $4.75 and its non-GAAP operating margin guidance to 22.75% to 23%, which points to better profitability for shareholders this year. GAAP diluted EPS fell to $0.98 from $4.03, mainly because the prior-year quarter included a $488 million legal settlement reversal.
Q3 2025 revenue was $1.08 billion, flat versus Q3 2024 on both reported and constant currency bases
Non-GAAP diluted EPS rose to $1.34 from $1.14; GAAP diluted EPS was $0.98 versus $4.03 a year earlier
Fiscal 2025 non-GAAP diluted EPS guidance raised to $4.65 to $4.75 from $4.45 to $4.55
Company repurchased 1.2 million shares for $120 million at an average price of $97.10 in Q3
Republic Services reported third-quarter 2025 net income of $550 million, or $1.76 per diluted share, down from $1.80 a year earlier, while revenue rose to $4.21 billion from $4.08 billion. The company said 2025 revenue is expected to be near the low end of its updated full-year range of $16.675 billion to $16.750 billion, which means shareholders should expect the top line to finish toward the lower end of that range.
Q3 2025 net income was $550 million, or $1.76 per diluted share, versus $566 million, or $1.80, in Q3 2024.
Adjusted EPS was $1.90 versus $1.81 a year earlier; the company recorded a $56 million labor disruption impact in the quarter.
Revenue was $4,212 million for the quarter, up 3.3 percent from $4,076 million.
The company reiterated all other components of its 2025 guidance and declared a $0.625 quarterly dividend payable January 15, 2026.
Casella Waste Systems reported third-quarter 2025 revenue of $485.4 million, up 17.9% from a year earlier, and net income of $10.0 million, up 73.0%. The company raised the low end of its fiscal 2025 revenue and Adjusted EBITDA guidance and reaffirmed its net income and cash flow ranges, while Adjusted Diluted EPS of $0.42 was below $0.44 a year earlier.
Q3 2025 revenue was $485.4 million, up $73.7 million or 17.9% from Q3 2024.
Q3 2025 net income was $10.0 million, up from $5.8 million; Adjusted Diluted EPS was $0.42 versus $0.44.
Fiscal 2025 revenue guidance is now $1.830 billion to $1.840 billion, and Adjusted EBITDA guidance is $415 million to $425 million, both with the low end raised.
Net income guidance of $8 million to $18 million was reaffirmed; the outlook excludes the pending Mountain State Waste acquisition.
First Solar reported third quarter 2025 net sales of $1.6 billion, up $0.5 billion from the prior quarter, and diluted earnings of $4.24 per share, up from $3.18 in the second quarter. The company narrowed its 2025 guidance: the net sales range is now $4.95 billion to $5.20 billion, down from $4.90 billion to $5.70 billion, while the diluted EPS range is $14.00 to $15.00, up at the low end and down at the high end from $13.50 to $16.50.
Q3 2025 net sales of $1.6 billion versus $1.1 billion in Q2 2025; net income per diluted share of $4.24 versus $3.18 in Q2 2025
2025 net sales guidance narrowed to $4.95 billion to $5.20 billion from $4.90 billion to $5.70 billion
2025 volume sold guidance is 16.7 GW to 17.4 GW, down from 16.7 GW to 19.3 GW
Net cash balance at September 30, 2025 was $1.5 billion, up from $0.6 billion at the end of Q2; 2025 net cash guidance raised to $1.6 billion to $2.1 billion
Twilio reported third-quarter 2025 revenue of $1.3 billion, up 15% year-over-year, with GAAP income from operations of $41 million compared with a $4.9 million loss a year earlier. The company raised its 2025 revenue growth, non-GAAP operating income and free cash flow ranges, and agreed to acquire Stytch, Inc., with closing expected in mid-November.
Non-GAAP diluted EPS was $1.25, up from $1.02 in Q3 2024; GAAP diluted EPS was $0.23 versus a loss of $0.06.
2025 non-GAAP income from operations guidance raised to $900-$910 million from $850-$875 million.
2025 free cash flow guidance raised to $920-$930 million from $875-$900 million; reported revenue growth range raised to 12.4%-12.6% from 10%-11%.
Twilio repurchased $349.8 million of Class A common stock in Q3 2025 and has about $1.3 billion of its authorization remaining.
Merit Medical reported third-quarter 2025 revenue of $384.2 million, up 13.0%, and non-GAAP EPS of $0.92, up 6.7%, while GAAP EPS fell 3.0% to $0.46. The company raised its full-year 2025 net sales guidance to $1.502 to $1.515 billion and its non-GAAP EPS guidance to $3.66 to $3.79, and it said Martha G. Aronson has joined as President and CEO.
Q3 2025 revenue was $384.2 million, up 13.0% from $339.8 million a year earlier; constant currency revenue, organic, rose 7.8%
GAAP net income was $27.8 million, or $0.46 per diluted share, versus $28.4 million, or $0.48, in Q3 2024; non-GAAP EPS was $0.92 versus $0.86
Full-year 2025 net sales guidance rose to $1.502 to $1.515 billion from $1.495 to $1.507 billion; non-GAAP EPS guidance rose to $3.66 to $3.79 from $3.52 to $3.72
Martha G. Aronson is quoted as President and CEO, with the company referring to a transition from current leadership
Werner Enterprises reported third quarter 2025 results, with total revenue rising 3% to $771.5 million but swinging to an operating loss of $13.0 million and a net loss attributable to Werner of $20.6 million. The results include an $18.0 million class action settlement and $3.4 million in related legal fees, which the company excluded from its non-GAAP figures, and its adjusted diluted loss was $0.03 per share.
Operating loss of $13.0 million, compared with $17.6 million of operating income in third quarter 2024; non-GAAP adjusted operating income was $10.9 million, down 50%
Net loss attributable to Werner of $20.6 million, or $0.34 per diluted share, versus net income of $6.6 million, or $0.11 per share, a year earlier
Truckload Transportation Services operating loss of $13.8 million versus $21.6 million of operating income; Werner Logistics operating income rose to $3.0 million from a $0.3 million loss
Company updated 2025 guidance, including net capital expenditures of $155 million to $175 million and an effective tax rate of 26.0% to 27.0% for fourth quarter 2025
Exponent reported third-quarter 2025 revenue of $147.1 million, up 8% from a year earlier, and net income of $28.0 million, or $0.55 per diluted share, up from $0.50. The company maintained its full-year revenue outlook, raised its full-year EBITDA margin outlook, and its board declared a $0.30 quarterly dividend and added $100 million to its share repurchase authorization. Nine-month net income and diluted EPS still declined from 2024.
Q3 2025 revenue was $147.1 million, up 8% from $136.3 million; revenues before reimbursements rose 10% to $137.1 million.
Q3 2025 net income was $28.0 million, or $0.55 per diluted share, versus $26.0 million, or $0.50, in Q3 2024.
Nine-month net income fell to $81.2 million, or $1.58 per diluted share, from $85.4 million, or $1.66, a year earlier.
Board declared a $0.30 quarterly dividend payable December 19, 2025 to holders of record December 5, 2025, and added $100 million to the repurchase authority, on top of $21.6 million available as of October 3, 2025.
Roku reported third-quarter 2025 total net revenue of $1.211 billion, up 14% year over year, and income from operations of $9.5 million, compared with a loss of $35.8 million a year earlier. The company raised its full-year 2025 Platform revenue outlook to $4.11 billion and Adjusted EBITDA outlook to $395 million, and repurchased $50 million of common stock.
Platform revenue was $1.065 billion, up 17% year over year; Devices revenue was $146 million, down 5%.
Net income was $24.8 million for the quarter, compared with a net loss of $9.0 million a year earlier.
Full-year 2025 Platform revenue outlook raised to $4.11 billion; Q4 2025 total net revenue expected at approximately $1.35 billion.
Columbia Sportswear reported third quarter 2025 net sales of $943.4 million, up 1%, while operating income fell 40% to $67.4 million and diluted earnings per share fell to $0.95 from $1.56. The results include $29.0 million of impairment charges tied to prAna and Mountain Hardwear, and the company updated its full year 2025 outlook, which now calls for diluted earnings per share of $2.55 to $2.85 compared with $3.82 in 2024.
Q3 net sales were $943.4 million, up 1% from $931.8 million; the filing says growth was flat on a constant-currency basis
Q3 operating income was $67.4 million versus $112.5 million a year earlier, including $29.0 million of impairment charges for prAna and Mountain Hardwear
Full year 2025 diluted EPS outlook is $2.55 to $2.85, including a $0.46 negative impact from the impairment charges, versus $3.82 in 2024
Board declared a quarterly dividend of $0.30 per share, payable December 4, 2025 to holders of record on November 20, 2025
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.