1,041 material Form 8-K filings that 824 companies we cover made with the SEC in November 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).
Marcus & Millichap reported third quarter 2025 revenue of $193.9 million, up 15.1% from a year earlier, and net income of $0.2 million, or $0.01 per diluted share, compared with a net loss of $5.4 million a year earlier. The result includes a $0.08 per share litigation accrual, and the company says its financial results are preliminary until it files its Form 10-Q.
Total revenue of $193.9 million, up 15.1% from $168.5 million in Q3 2024
Net income of $0.2 million, or $0.01 per diluted share, versus a net loss of $5.4 million, or $0.14 per share, a year earlier; includes a $0.08 per share litigation accrual
Nine-month net loss narrowed to $15.2 million, or $0.39 per diluted share, from $20.9 million, or $0.54 per share
About $59.0 million remained available under the share repurchase program after repurchases through November 4, 2025
Ziff Davis reported unaudited third-quarter 2025 revenue of $363.7 million, up 2.9% from a year earlier, and GAAP net loss narrowed to $3.6 million from $48.6 million. Adjusted diluted EPS rose 7.3% to $1.76, and the company reaffirmed its 2025 guidance. It also said it has engaged outside advisors to evaluate opportunities, including the potential sale of entire divisions, though no final decisions have been made.
Q3 2025 revenue $363.7 million, up 2.9% from $353.6 million; fifth consecutive quarter of revenue growth
GAAP net loss of $3.6 million, or $(0.09) per diluted share, versus a $48.6 million loss in Q3 2024; both periods include goodwill impairments ($17.6 million in 2025, $85.3 million in 2024)
Adjusted EBITDA was $124.1 million, down 0.5% from $124.7 million; free cash flow rose to $108.2 million from $80.1 million
2025 guidance reaffirmed: revenues $1,442 million to $1,502 million; Adjusted EBITDA $505 million to $542 million; Adjusted diluted EPS $6.64 to $7.28; earnings call Nov. 7, 2025 at 8:30 a.m. ET
Alliant Energy reported third-quarter 2025 GAAP EPS of $1.09, down from $1.15, and ongoing EPS of $1.12, also down from $1.15, while nine-month GAAP EPS rose to $2.59 from $2.10. The company narrowed its 2025 ongoing EPS guidance to $3.17-$3.23, issued 2026 ongoing EPS guidance of $3.36-$3.46, and raised its 2026 dividend target to $2.14 per share, which matters to shareholders because it sets the company's earnings and dividend outlook while raising its capital spending plan.
Q3 2025 GAAP EPS $1.09 vs $1.15; ongoing EPS $1.12 vs $1.15; Q3 revenue $1,210 million vs $1,081 million
Nine months 2025 GAAP EPS $2.59 vs $2.10 (up 23.3%); ongoing EPS $2.62 vs $2.33 (up 12.4%)
2026 ongoing EPS guidance $3.36-$3.46 (6.6% midpoint growth over 2025); 2026 dividend target $2.14 per share vs $2.03
Four-year capital expenditure forecast raised 17% to $13.4 billion; contracted data center demand of 3 GW
Duke Energy reported third-quarter 2025 reported and adjusted EPS of $1.81, up from $1.60 reported and $1.62 adjusted a year earlier, and narrowed its 2025 adjusted EPS guidance to $6.25 to $6.35. The company reaffirmed its long-term adjusted EPS growth rate of 5% to 7% through 2029 and said it expects to announce a new 2026-2030 capital plan of $95 billion to $105 billion in February.
Q3 2025 reported and adjusted EPS of $1.81, versus $1.60 reported and $1.62 adjusted in Q3 2024
2025 adjusted EPS guidance narrowed to $6.25 to $6.35, with a midpoint of $6.30
Long-term adjusted EPS growth rate of 5% to 7% through 2029 reaffirmed
New 2026-2030 capital plan of $95 billion to $105 billion expected to be announced in February
American Healthcare REIT reported third quarter 2025 net income attributable to its controlling interest of $55.9 million, or $0.33 per diluted share, compared with a loss of $4.1 million a year earlier, and raised its full-year 2025 guidance. The company's full-year NFFO guidance now runs from $1.69 to $1.72 per share, up from $1.64 to $1.68, which gives shareholders a higher expected earnings base for 2025.
Q3 2025 revenue was $572.9 million, up from $523.8 million in Q3 2024; net income attributable to controlling interest was $55.9 million, or $0.33 per diluted share, versus a loss of $4.1 million, or $0.03 per share.
Q3 2025 NFFO was $0.44 per diluted share, compared with $0.36 in Q3 2024.
2025 NFFO guidance was raised to $1.69 to $1.72 per share from $1.64 to $1.68; total portfolio same-store NOI growth guidance was raised to 13.0% to 15.0% from 11.0% to 14.0%.
Net debt to annualized adjusted EBITDA improved to 3.5x as of September 30, 2025, from 3.7x as of June 30, 2025.
Diodes reported third quarter 2025 revenue of $392.2 million, up from $350.1 million a year earlier, and GAAP net income of $14.3 million, or $0.31 per diluted share, compared with $0.30 a year earlier. Non-GAAP EPS fell to $0.37 from $0.43, and the company guided fourth quarter revenue to about $380 million, plus or minus 3 percent, which it says would be 12 percent growth at the midpoint. The results are preliminary and unaudited until the Form 10-Q is filed.
Q3 2025 revenue was $392.2 million, up from $350.1 million in Q3 2024 and $366.2 million in Q2 2025.
GAAP gross margin was 30.7 percent, compared with 33.7 percent a year earlier; the company cited product mix.
Non-GAAP adjusted EPS was $0.37 per diluted share, compared with $0.43 in Q3 2024.
Fourth quarter 2025 guidance: revenue about $380 million, plus or minus 3 percent; GAAP gross margin 31.0 percent, plus or minus 1 percent.
Chesapeake Utilities reported third-quarter 2025 net income of $19.4 million, or $0.82 per diluted share, up from $17.5 million, or $0.78, a year earlier. For the nine months, net income was $94.2 million, or $4.03 per share, compared with $81.9 million, or $3.66. The company reaffirmed its 2025 adjusted EPS guidance of $6.15 to $6.35 but raised its 2025 capital guidance to $425 million to $450 million.
Q3 adjusted gross margin rose $15.2 million, or 12.5%, to $137.2 million; operating income rose $4.1 million, or 10.0%, to $45.0 million.
Q3 adjusted EPS was $0.82 versus $0.80 a year earlier, including a $0.04 per share impact from $92.0 million of equity issued over the last twelve months.
2025 adjusted EPS guidance of $6.15 to $6.35 was reaffirmed, assuming a successful outcome on the FCG Depreciation Study.
The 2025 capital guidance range was increased to $425 million to $450 million, and the 2028 EPS guidance of $7.75 to $8.00 was affirmed.
Heartland Express reported unaudited third-quarter 2025 results, with operating revenue of $196.5 million, down from $259.9 million a year earlier, and a net loss of $8.3 million, compared with $9.3 million in the third quarter of 2024. The operating ratio worsened to 103.7% from 102.7%, and management said it does not expect material market improvement until sometime in 2026.
Operating revenue of $196.5 million, versus $259.9 million in Q3 2024
Net loss of $8.3 million, or $0.11 per basic share, versus $9.3 million, or $0.12 per share, a year earlier
Operating ratio of 103.7%, compared with 102.7% in Q3 2024
Cash of $32.7 million at September 30, 2025; repurchased $1.4 million of common stock in the quarter
Con Edison reported third-quarter 2025 net income for common stock of $688 million, or $1.91 a share, up from $588 million, or $1.70 a share, a year earlier. It narrowed its 2025 adjusted earnings per share forecast to $5.60 to $5.70, from $5.50 to $5.70, and said the company's utility subsidiary reached a joint settlement on a three-year rate plan that still needs regulatory approval.
Q3 2025 net income for common stock was $688 million ($1.91 a share) vs. $588 million ($1.70 a share) in Q3 2024; adjusted EPS was $1.90 vs. $1.68.
Nine-month 2025 GAAP net income was $1,726 million ($4.84 a share) vs. $1,510 million ($4.37 a share); nine-month adjusted EPS was $4.82 vs. $4.42.
2025 adjusted EPS guidance is $5.60 to $5.70, up from $5.50 to $5.70 at the low end, and the company described it as narrowed to the upper half of the original range.
The CECONY joint proposal covers January 2026 through December 2028 and assumes a 9.40% return on equity and 48% equity ratio, subject to New York State Public Service Commission approval.
Mettler-Toledo reported third-quarter 2025 sales up 8% to $1,029.7 million and diluted EPS of $10.57, compared with $9.96 a year earlier. The company raised its full-year 2025 adjusted EPS forecast to $42.05 to $42.25 from $42.20 at the top end of the prior range of $41.70 to $42.20, and authorized an additional $2.75 billion for share repurchases.
Q3 2025 adjusted EPS was $11.15, up 9% from $10.21; GAAP diluted EPS was $10.57 versus $9.96.
Full-year 2025 local currency sales growth is forecast at approximately 2%, and adjusted EPS at $42.05 to $42.25 versus prior guidance of $41.70 to $42.20.
The Board added $2.75 billion to the share repurchase program, which had $1.1 billion remaining as of September 30, 2025.
For the fourth quarter, adjusted EPS is forecast at $12.68 to $12.88, which includes an estimated 7% gross headwind from higher tariff costs.
Concentra Group Holdings reported third-quarter 2025 revenue of $572.8 million, up 17.0% from a year earlier, and net income of $49.8 million, up 8.9%. The company raised its full-year 2025 guidance and authorized a $100 million share repurchase program. For the nine months, net income fell 8.3% to $136.7 million, which the company attributed to higher interest expense from its IPO recapitalization.
Q3 2025 revenue of $572.8 million, up 17.0% from $489.6 million; net income of $49.8 million, up 8.9%
Q3 earnings per share of $0.38, compared with $0.37 in Q3 2024
Raised 2025 guidance: revenue of $2.145 billion to $2.160 billion and Adjusted EBITDA of $425 million to $430 million
Board authorized a $100 million share repurchase program expiring December 31, 2027, and declared a $0.0625 per share dividend payable December 9, 2025
Victory Capital reported third-quarter 2025 results on November 6, 2025, with revenue of $361.2 million, up 60.1% from a year earlier. The company attributes the higher revenue to higher average assets under management following its April 1, 2025 acquisition of Amundi US. GAAP diluted EPS was $1.11, down from $1.24 a year earlier, while adjusted net income with tax benefit per diluted share rose to $1.63 from $1.35.
Revenue of $361.2 million, up 60.1% from $225.6 million a year earlier and up 2.8% from $351.2 million in the second quarter.
GAAP net income of $96.5 million, up 17.8% from $82.0 million; GAAP operating margin of 38.2%, down from 53.3%.
GAAP diluted EPS of $1.11 versus $1.24 a year earlier; adjusted net income with tax benefit per diluted share of $1.63 versus $1.35.
Board approved a regular quarterly cash dividend of $0.49 per share, payable December 23, 2025, to holders of record on December 10, 2025.
Camden Property Trust reported third quarter 2025 EPS of $1.00 per diluted share, compared with a loss of $0.04 a year earlier, and FFO of $1.67 versus $1.65. Core FFO was $1.70 per share, slightly below $1.71 a year earlier, and the company raised the midpoint of its 2025 Core FFO guidance to $6.85 from $6.81. For shareholders, the higher guidance reflects better-than-expected third quarter results and expected fourth quarter benefits from acquisition and disposition timing and lower borrowing costs.
Q3 2025 EPS was $1.00 per diluted share versus a loss of $0.04 in Q3 2024; nine-month EPS was $2.10 versus $1.13
Q3 2025 Core FFO was $1.70 per share versus $1.71 a year earlier; Core AFFO was $1.43 versus $1.48
2025 Core FFO guidance midpoint raised to $6.85 from $6.81; 2025 EPS guidance midpoint raised to $2.44 from $2.38
Same property NOI growth was 0.0% in Q3 2025 versus Q3 2024; 2025 same property NOI guidance midpoint was maintained at 0.25%
Chemours reported third quarter 2025 net sales of $1.5 billion, flat year over year, and net income attributable to Chemours of $60 million, or $0.40 per diluted share, compared with a net loss of $32 million a year earlier. Adjusted net income fell to $30 million, or $0.20 per diluted share, from $61 million, and adjusted EBITDA declined to $195 million from $202 million. For fourth quarter 2025, the company expects adjusted EBITDA of $130 million to $160 million on sequentially lower net sales, which would be below the third quarter level.
Net sales of $1,495 million, down 1% from $1,508 million in Q3 2024; Thermal & Specialized Solutions sales rose 20% to $560 million
Net income attributable to Chemours of $60 million ($0.40 per diluted share) vs. a net loss of $32 million ($0.22) in Q3 2024; adjusted net income of $30 million ($0.20 per share) vs. $61 million ($0.40)
Fourth quarter 2025 outlook: net sales expected to fall 10% to 15% sequentially; adjusted EBITDA expected between $130 million and $160 million
Liquidity of $1.6 billion at September 30, 2025, including $613 million in unrestricted cash; net leverage ratio of approximately 4.6x
HCI Group reported third-quarter 2025 pre-tax income of $90.6 million and diluted earnings per share of $4.90, compared with $14.1 million and $0.52 a year earlier. The company said the gain reflects higher premiums and lower catastrophe-related losses, and that book value per share rose to $63.41 from $43.45. The company also said the separation of Exzeo as an independent, publicly traded entity was completed earlier in the week.
Third-quarter pre-tax income was $90.6 million versus $14.1 million; net income after noncontrolling interests was $65.5 million versus $5.7 million.
Diluted EPS was $4.90 versus $0.52 in the third quarter of 2024.
Gross premiums earned rose 13.4% to $301.1 million; the gross loss ratio fell to 22.0% from 39.8%, reflecting lower catastrophic event activity.
Book value per share was $63.41 at September 30, 2025, versus $43.45 a year earlier.
Arlo Technologies reported third-quarter 2025 revenue of $139.5 million, up from $137.7 million a year earlier, and GAAP net income of $6.9 million, compared with a net loss of $4.4 million in the same quarter of 2024. The company also gave a fourth-quarter revenue outlook of $131 million to $141 million, with GAAP diluted EPS of $0.00 to $0.06 and non-GAAP diluted EPS of $0.13 to $0.19.
Q3 revenue $139.5 million, versus $137.7 million a year earlier; subscriptions and services revenue $79.9 million, up 29.2% year over year
Q3 GAAP net income $6.9 million, or $0.07 basic EPS; non-GAAP diluted EPS $0.16, versus $0.11 a year earlier
Annual recurring revenue (ARR) of $323.2 million, up 33.8% year over year; adjusted EBITDA $17.1 million
Q4 2025 outlook: revenue $131 million to $141 million; GAAP diluted EPS $0.00 to $0.06; non-GAAP diluted EPS $0.13 to $0.19
Block reported third-quarter 2025 results, with gross profit of $2.66 billion, up 18% year over year, and GAAP net income of $462 million. The company raised its full-year 2025 guidance, now expecting gross profit of $10.243 billion and Adjusted Operating Income of $2.056 billion. Shareholders get higher expected profit for 2025, though Adjusted Diluted EPS of $0.54 rose only 2% year over year.
Q3 2025 gross profit was $2.66 billion, up 18% year over year; Cash App gross profit rose 24% and Square gross profit rose 9%.
GAAP diluted EPS was $0.74 versus $0.45 a year earlier; Adjusted Diluted EPS was $0.54 versus $0.53.
Full-year 2025 guidance: gross profit of $10.243 billion and Adjusted Operating Income of $2.056 billion.
Q4 2025 guidance: gross profit of $2.755 billion and Adjusted Operating Income of $560 million.
Assured Guaranty reported third quarter 2025 GAAP net income of $105 million, or $2.18 per diluted share, down from $171 million, or $3.17, a year earlier. Adjusted operating income rose to $2.57 per share from $2.42, while total adjusted operating income fell to $124 million from $130 million, and the Board authorized an additional $100 million of share repurchases.
GAAP net income attributable to Assured Guaranty was $105 million, or $2.18 per diluted share, in Q3 2025, versus $171 million, or $3.17, in Q3 2024.
Adjusted operating income was $124 million, or $2.57 per share, versus $130 million, or $2.42, in Q3 2024.
The Company repurchased $118 million of shares in Q3 2025, and its Board authorized an additional $100 million on November 5, 2025.
Shareholders' equity attributable to Assured Guaranty per share was $121.13 as of September 30, 2025, up from $108.80 at December 31, 2024.
PDF Solutions reported third quarter 2025 results on November 6, 2025, with total revenue of $57.1 million, up 23% from $46.4 million a year earlier. GAAP net income fell to $1.3 million, or $0.03 per diluted share, from $2.2 million, or $0.06, in the third quarter of 2024, while non-GAAP diluted EPS was flat at $0.25. CEO John Kibarian said the company reaffirmed its prior 21-23% annual revenue growth guidance for 2025.
Q3 2025 revenue of $57.1 million, up 23% from Q3 2024 and up from $51.7 million in Q2 2025
GAAP net income of $1.3 million, or $0.03 per diluted share, versus $2.2 million, or $0.06, a year earlier
Non-GAAP diluted EPS of $0.25, unchanged from Q3 2024; ending backlog of $292.0 million
Management reaffirmed 21-23% annual revenue growth guidance for 2025
Alamo Group reported third quarter 2025 net sales of $420.0 million, up 4.7% from a year earlier, while income from operations fell 6.3% to $37.5 million and diluted EPS fell to $2.10 from $2.28. Adjusted diluted EPS was $2.34 versus $2.38, and adjusted EBITDA was flat at $55.0 million. Shareholders see higher sales offset by lower profit, with the Industrial Equipment Division growing and the Vegetation Management Division declining.
Net sales rose 4.7% to $420.0 million; Industrial Equipment Division sales rose 17.0% to $247.0 million, while Vegetation Management Division sales fell 9.0% to $173.1 million.
Diluted EPS was $2.10, down $0.18 from $2.28; adjusted diluted EPS was $2.34, down $0.04 from $2.38.
Operating cash flow for the first nine months of 2025 was $102.4 million; total debt was $209.4 million and cash was $244.8 million at September 30, 2025.
The company will host a conference call on Friday, November 7, 2025, at 10:00 a.m. ET to discuss the results.
Monster Beverage reported third-quarter 2025 results that set records for net sales, gross profit, operating income and net income, according to the company. Net income rose 41.4% to $524.5 million, and diluted earnings per share rose to $0.53 from $0.38, which means shareholders saw higher profit per share in the quarter. The filing also states that the company repurchased no shares in the quarter, with about $500.0 million still available under its repurchase program.
Q3 net sales rose 16.8% to $2.20 billion from $1.88 billion a year earlier; the Monster Energy Drinks segment grew 17.7% to $2.03 billion.
Q3 operating income rose 40.7% to $675.4 million; gross profit as a percentage of net sales rose to 55.7% from 53.2%.
Q3 net income rose 41.4% to $524.5 million; diluted EPS was $0.53 versus $0.38.
No shares were repurchased in Q3 2025; about $500.0 million remained available for repurchase as of November 5, 2025.
Flowers Foods reported third-quarter 2025 net sales up 3.0% to $1.227 billion, helped by the Simple Mills acquisition, while net income fell 39.2% to $39.5 million on a challenging consumer environment and higher interest expense. The company narrowed its fiscal 2025 outlook, with adjusted diluted EPS now expected at $1.02 to $1.08 versus prior guidance of $1.00 to $1.10.
Q3 net sales rose 3.0% to $1.227 billion; pricing/mix fell 2.3% and volume fell 0.6%, while Simple Mills added 5.9%.
Diluted EPS fell $0.12 to $0.19; adjusted diluted EPS fell $0.10 to $0.23.
Adjusted EBITDA fell 11.4% to $118.1 million; net interest expense rose $9.7 million, tied to debt issued to fund the Simple Mills acquisition.
Fiscal 2025 adjusted EBITDA guidance is $515 million to $532 million, versus prior $512 million to $538 million; live webcast is set for 8:30 a.m. Eastern on November 7, 2025.
EOG Resources reported third quarter 2025 results on November 6, 2025, with total operating revenues and other of $5.8 billion, net income of $1.5 billion, and diluted earnings of $2.70 per share. Compared with the second quarter of 2025, revenue and net income rose, but both remained below third quarter 2024 levels, when net income was $1.7 billion and diluted earnings were $2.95 per share. The release also includes a fourth quarter and full year 2025 forecast, which is not contained in the portion of the filing reviewed here.
Total operating revenues and other were $5,847 million in Q3 2025, up from $5,478 million in Q2 2025 and down from $5,965 million in Q3 2024.
Net income was $1,471 million, or $2.70 per diluted share, versus $1,345 million ($2.46) in Q2 2025 and $1,673 million ($2.95) in Q3 2024.
Adjusted net income (non-GAAP) was $1,472 million, or $2.71 per diluted share, compared with $2.89 per diluted share in Q3 2024.
The fourth quarter and full year 2025 forecast and benchmark commodity prices are in Exhibit 99.1 and Item 7.01; the figures are not included in the text reviewed.
Saul Centers reported third-quarter 2025 revenue of $72.0 million, up from $67.3 million a year earlier, but net income fell to $14.0 million from $19.6 million. The company said the initial operations of Twinbrook Quarter Phase I, which began charging interest, taxes and other costs to expense, reduced net income by $4.7 million, and net income available to common stockholders dropped to $0.32 per share from $0.48.
Total revenue was $72.0 million for the quarter ended September 30, 2025, versus $67.3 million a year earlier.
Net income available to common stockholders was $7.7 million, or $0.32 per basic and diluted share, versus $11.7 million, or $0.48, in the prior-year quarter.
Twinbrook Quarter Phase I reduced net income by $4.7 million, of which $4.6 million was lower capitalized interest.
FFO available to common stockholders and noncontrolling interests was $25.3 million, or $0.72 per share, versus $28.9 million, or $0.84 basic, a year earlier.
Amphastar reported third-quarter 2025 net revenues of $191.8 million, roughly flat from $191.2 million a year earlier. GAAP diluted EPS fell to $0.37 from $0.78, and the company said general and administrative expenses rose mainly because of a $23.1 million litigation provision. Adjusted non-GAAP diluted EPS was $0.93, compared with $0.96 a year earlier.
Net revenues were $191.8 million, up $626 thousand (0%) from $191.2 million in the third quarter of 2024.
GAAP net income was $17.4 million, down from $40.4 million; GAAP diluted EPS was $0.37 versus $0.78.
Adjusted non-GAAP diluted EPS was $0.93 versus $0.96; the adjustments include a $23.1 million litigation provision.
BAQSIMI sales rose 33% to $53.6 million, while glucagon sales fell 49% to $13.6 million.
Celanese reported a third-quarter U.S. GAAP diluted loss of $12.39 per share, driven by about $1.5 billion in Certain Items, mainly non-cash impairments in Engineered Materials. Adjusted EPS was $1.34, down from $2.41 a year earlier, and net sales fell to $2.4 billion. The company guided fourth-quarter adjusted EPS to $0.85 to $1.00 and agreed to sell its Micromax business for about $500 million to deleverage the balance sheet.
Q3 net sales were $2.4 billion, down 4% sequentially and from $2.6 billion a year earlier; adjusted EPS was $1.34 versus $2.41 in Q3 2024.
Certain Items totaled $1.5 billion, principally non-cash asset impairment losses in the Engineered Materials segment.
Q4 2025 adjusted EPS is expected to be $0.85 to $1.00, with volume declines expected from western hemisphere seasonality.
Micromax divestiture to Element Solutions Inc. at about $500 million is expected to close in Q1 2026; Q3 free cash flow was $375 million.
QuinStreet reported fiscal first-quarter 2026 results for the period ended September 30, 2025, with revenue of $285.9 million and GAAP net income of $4.5 million, compared with a net loss of $1.4 million a year earlier. The Board also authorized a new $40 million share repurchase program and gave outlook for fiscal Q2 and full-year fiscal 2026.
Revenue of $285.9 million, up 2% year-over-year; Financial Services $207.5 million and Home Services $78.4 million
GAAP net income of $4.5 million, or $0.08 per diluted share, versus a net loss of $1.4 million a year earlier; adjusted EBITDA of $20.5 million, up 1%
Outlook: fiscal Q2 revenue of $270 million to $280 million and adjusted EBITDA of $19 million to $20 million; full-year fiscal 2026 revenue growth of at least 10% and adjusted EBITDA growth of at least 20%
New $40 million share repurchase program; cash of $101.3 million and no bank debt at quarter end
Certara reported third-quarter 2025 revenue of $104.6 million, up 10% from a year earlier, and swung to net income of $1.5 million from a net loss of $1.4 million. The company raised its 2025 profitability targets and narrowed full-year revenue guidance to $415 million to $420 million, though services bookings fell 9% and management cited spending hesitancy in parts of the services business.
Q3 2025 revenue was $104.6 million, up 10%; software revenue rose 22% to $43.8 million and services revenue rose 3% to $60.8 million
Q3 net income was $1.5 million, or $0.01 per diluted share, versus a net loss of $1.4 million a year earlier; adjusted EBITDA was $35.2 million, up 7%
Full-year 2025 guidance: revenue of $415 million to $420 million, adjusted EBITDA margin of about 32%, and adjusted diluted EPS of $0.45 to $0.47
Q3 services bookings were $55.8 million, down 9% year over year, mainly from softer tier-one customer trends in regulatory services
Karman Space & Defense reported third-quarter 2025 revenue of $121.8 million, up 41.7% from a year earlier, and net income of $7.6 million, up 78.1%. The company raised and narrowed its full-year 2025 revenue and adjusted EBITDA guidance, which gives shareholders a higher expected range for the year.
Q3 2025 revenue was $121.8 million, up 41.7% year over year; net income was $7.6 million, or $0.06 per diluted share
Full-year 2025 revenue guidance raised to $461 million to $463 million, from $452 million to $458 million
Full-year 2025 non-GAAP adjusted EBITDA guidance raised to $142 million to $143 million, from $138.5 million to $141.5 million
Preliminary 2026 revenue growth expectation of 20% to 25%, excluding future acquisitions
Alarm.com reported third-quarter 2025 results on November 6, 2025, with total revenue up 6.6% to $256.4 million and SaaS and license revenue up 10.1% to $175.4 million. GAAP net income fell slightly to $35.1 million, and diluted earnings per share were $0.65, down from $0.67 a year earlier. The company raised its full-year 2025 SaaS and license revenue guidance to $685.2 million to $685.4 million.
Q3 2025 total revenue rose 6.6% to $256.4 million, versus $240.5 million in Q3 2024.
GAAP net income was $35.1 million, compared with $36.5 million; diluted EPS was $0.65, compared with $0.67.
Non-GAAP adjusted EBITDA rose 18.4% to $59.2 million, compared with $50.0 million.
Full-year 2025 SaaS and license revenue guidance is now $685.2 million to $685.4 million, up $4.1 million from the prior midpoint.
Qnity Electronics estimated third-quarter 2025 net sales of $1.3 billion, up 11% from the prior year period, and estimated GAAP net income of about $220 million, up about 6%. The company raised its 2025 net sales estimate to about $4.7 billion from about $4.6 billion and reaffirmed its 2025 adjusted pro forma operating EBITDA estimate of about $1.4 billion, while the quarterly figures remain preliminary and unaudited pending the Form 10-Q.
Q3 2025 net sales of $1.3 billion, up 11%, driven by AI demand across advanced nodes, advanced packaging and thermal management
Estimated GAAP net income of about $220 million, up about 6%; pro forma and management adjusted net income of $155 million, up 16%
Adjusted pro forma operating EBITDA up about 6%, with margin of about 29% versus 30% a year earlier
2025 net sales estimate raised to about $4.7 billion; adjusted pro forma operating EBITDA of about $1.4 billion reaffirmed
Fidelity National Financial reported third-quarter 2025 results on November 6, 2025, with net earnings attributable to common shareholders of $358 million, or $1.33 per diluted share, up from $266 million, or $0.97 per share, a year earlier. Adjusted net earnings were $439 million, or $1.63 per share, compared with $356 million, or $1.30 per share, and total revenue rose to $4.03 billion from $3.60 billion. The company also repurchased 631,000 shares for $37.5 million and paid $135 million in common dividends during the quarter.
Net earnings of $358 million ($1.33 per diluted share) vs. $266 million ($0.97) in Q3 2024
Adjusted net earnings of $439 million ($1.63 per share) vs. $356 million ($1.30) in Q3 2024
Title Segment adjusted pre-tax margin of 17.8% vs. 15.9%; F&G gross sales of $4.2 billion
Conference call scheduled for Friday, November 7, 2025, at 11:00 a.m. Eastern Time
F&G Annuities & Life reported third-quarter 2025 GAAP net earnings to common shareholders of $114 million, or $0.85 per diluted share, compared with a net loss of $10 million, or $0.08 per share, a year earlier. Adjusted net earnings were $165 million, or $1.22 per share, unchanged from the prior-year quarter, while nine-month adjusted net earnings fell to $359 million from $403 million. The company also reported record assets under management before flow reinsurance of $71.4 billion.
Q3 2025 GAAP net earnings to common shareholders: $114 million ($0.85 per diluted share), versus a $10 million loss ($0.08 per share) in Q3 2024
Q3 2025 adjusted net earnings: $165 million ($1.22 per share), versus $156 million ($1.22 per share) in Q3 2024
Record AUM before flow reinsurance of $71.4 billion, up 14% year over year; Q3 net sales of $2.8 billion versus $2.4 billion
Book value per common share excluding AOCI was $44.07 at September 30, 2025, and the company returned $33 million to shareholders through dividends in the quarter
U.S. Physical Therapy reported third-quarter 2025 results, with physical therapy revenue up 17.8% to $168.1 million and net income attributable to shareholders rising to $13.1 million, or $0.48 per share, from $6.6 million, or $0.39 per share, a year earlier. Management reaffirmed its full-year 2025 Adjusted EBITDA guidance of $93.0 million to $97.0 million and declared a $0.45 quarterly dividend.
Physical therapy revenue rose 17.8% to $168.1 million; patient visits rose 18.0% to 1,554,207.
Net income attributable to USPH shareholders was $13.1 million ($0.48 per share) vs. $6.6 million ($0.39 per share) a year earlier.
Operating Results, a non-GAAP measure, fell to $10.1 million ($0.66 per share) from $10.4 million ($0.69 per share).
Full-year 2025 Adjusted EBITDA guidance of $93.0 million to $97.0 million was reaffirmed; $0.45 dividend payable December 12, 2025 to holders of record November 17, 2025.
Microchip reported second-quarter fiscal 2026 net sales of $1.140 billion, up 6% from the prior quarter and above the $1.130 billion guidance midpoint, but down 2% from a year earlier. GAAP net income attributable to common stockholders fell to $13.9 million from $78.4 million, and the company guided third-quarter net sales to a midpoint of $1.129 billion, slightly below the second quarter.
Net sales of $1.140 billion, versus $1.164 billion in the year-ago quarter and a guidance midpoint of $1.130 billion.
GAAP diluted EPS of $0.03 versus $0.14 a year earlier; non-GAAP diluted EPS of $0.35 versus $0.46.
Third-quarter fiscal 2026 net sales guidance of $1.109 billion to $1.149 billion; GAAP diluted EPS guidance of $(0.02) to $0.02.
Quarterly dividend of 45.5 cents per share declared, payable December 9, 2025 to holders of record on November 24, 2025.
Topgolf Callaway Brands reported third-quarter 2025 net revenue of $934.0 million, down 7.8% from $1,012.9 million a year earlier, mainly because of the sale of Jack Wolfskin. Excluding Jack Wolfskin, ongoing business revenue rose 3.2%, and the company raised its full-year 2025 revenue and Adjusted EBITDA guidance, though it still posted a GAAP net loss of $14.7 million for the quarter. Shareholders get a higher outlook for the year, but reported revenue and profit measures declined.
Q3 GAAP net loss of $14.7 million, or $0.08 per diluted share, versus a net loss of $3.6 million a year earlier
Full-year 2025 consolidated Adjusted EBITDA guidance raised to $490 million to $510 million from $430 million to $490 million
Full-year 2025 consolidated net revenue guidance raised to $3.90 billion to $3.94 billion from $3.80 billion to $3.92 billion
Company cited $12 million in incremental tariffs in its core business in Q3 and about $40 million of estimated tariff impact for 2025
Mueller Water Products reported fourth-quarter net sales up 9.4% to $380.8 million and net income of $52.6 million, versus $10.0 million a year earlier, which included a $16.3 million goodwill impairment. For fiscal 2025, net income was $191.7 million and diluted earnings per share were $1.22, but free cash flow fell to $172.0 million from $191.4 million, and the company projected fiscal 2026 net sales of $1,450 million to $1,470 million and adjusted EBITDA of $345 million to $350 million.
Q4 net sales rose 9.4% to $380.8 million; diluted EPS was $0.33 versus $0.06 a year earlier
Fiscal 2025 net sales were $1,429.7 million, up 8.7%; net income was $191.7 million, or $1.22 per diluted share
Fiscal 2026 guidance: net sales of $1,450 million to $1,470 million and adjusted EBITDA of $345 million to $350 million
Fiscal 2025 free cash flow was $172.0 million, down from $191.4 million, mainly due to lower operating cash flow
News Corp reported results for the fiscal 2026 first quarter ended September 30, 2025, with revenue up 2% to $2.14 billion and Total Segment EBITDA up 5% to $340 million. Net income attributable to stockholders fell to $112 million from $119 million, and GAAP EPS was $0.20 versus $0.21, though adjusted EPS rose to $0.22 from $0.20, so shareholders see mixed headline results.
Revenue was $2.14 billion, up 2% from $2.10 billion, led by Dow Jones and Digital Real Estate Services.
Net income from continuing operations was $150 million, up from $149 million; net income attributable to News Corporation stockholders was $112 million, down from $119 million.
Book Publishing segment EBITDA fell 28% to $58 million, including a $13 million customer receivable write-off.
Share repurchases were $92 million in the quarter, compared with $38 million a year earlier.
Metallus reported third-quarter 2025 net sales of $305.9 million, up 35% from $227.2 million a year earlier, and net income of $8.1 million, or $0.19 per diluted share, compared with a net loss of $5.9 million in the prior-year quarter. The company expects fourth-quarter adjusted EBITDA to be lower than the third quarter's $29.0 million, citing seasonality, lower expected shipments and higher shutdown costs.
Q3 2025 net sales $305.9 million vs. $227.2 million in Q3 2024 and $304.6 million in Q2 2025
Q3 2025 net income $8.1 million ($0.19 per diluted share) vs. net loss of $5.9 million a year earlier; adjusted EBITDA $29.0 million vs. $6.1 million
Q4 2025 outlook: adjusted EBITDA expected to be lower than Q3; annual shutdown costs of approximately $11 million, up about $8 million sequentially
Labor agreement: USW members voted against ratifying the tentative agreement on October 30, 2025; contract extended to January 29, 2026
Synaptics reported first-quarter fiscal 2026 results for the period ended September 27, 2025, with revenue up 14% year-over-year to $292.5 million and Core IoT product sales up 74%. The company still posted a GAAP net loss of $20.6 million, or $0.53 per share, though that was smaller than the $23.1 million loss a year earlier, and non-GAAP diluted EPS rose to $1.09 from $0.81. The company guided second-quarter revenue to $300 million, plus or minus $10 million.
Revenue of $292.5 million, up from $257.7 million in the same quarter a year earlier.
GAAP net loss of $20.6 million ($0.53 per share), compared with a $23.1 million loss ($0.58 per share) a year earlier.
Non-GAAP diluted EPS of $1.09, compared with $0.81; non-GAAP gross margin was 53.2%.
Second-quarter fiscal 2026 outlook: revenue of $300 million ±$10 million and non-GAAP EPS of $1.15 ±$0.15; GAAP EPS guided to a loss of ($0.50) ±$0.25.
Astrana Health reported third-quarter 2025 revenue of $956.0 million, up 100%, after closing its Prospect Health acquisition on July 1, 2025. Net income attributable to the company fell to $0.4 million from $16.1 million a year earlier, and it updated full-year 2025 guidance to revenue of $3.10 billion to $3.18 billion and adjusted EBITDA of $200 million to $210 million, citing delayed full-risk contract transitions.
Third-quarter total revenue $956.0 million, up 100% from $478.7 million; diluted EPS $0.01 versus $0.33.
Third-quarter adjusted EBITDA $68.5 million, up 52% from $45.2 million, at the higher end of guidance.
Full-year 2025 guidance: total revenue $3.10 billion to $3.18 billion; adjusted EBITDA $200 million to $210 million.
Third-quarter other expenses included $13.0 million for a legal matter with a provider tied to CFC Health Plan and $12.7 million in transaction and integration costs.
Protagonist Therapeutics reported third-quarter 2025 results on November 6, 2025. The net loss widened to $39.3 million, or $0.62 per share, from $33.2 million, or $0.54 per share, a year earlier, as research and development expense rose to $40.0 million while license and collaboration revenue stayed flat at $4.7 million. The company said cash, cash equivalents and marketable securities of $678.8 million at September 30, 2025 are expected to fund operations through at least the end of 2028.
Q3 2025 license and collaboration revenue was $4.7 million, unchanged from $4.7 million in Q3 2024.
Q3 2025 research and development expense was $40.0 million, up from $36.0 million; general and administrative expense was $11.1 million.
Nine-month net loss was $85.8 million, compared with net income of $143.5 million in the same period of 2024.
Cash, cash equivalents and marketable securities were $678.8 million at September 30, 2025, with runway stated as through at least end of 2028.
AMN Healthcare reported third quarter 2025 revenue of $634.5 million, down 8% from a year earlier, and GAAP net income of $29.3 million, or $0.76 per diluted share, versus $0.18 a year earlier. GAAP profit included a $39.2 million gain on the sale of Smart Square, and adjusted diluted EPS fell 36% to $0.39, so shareholders face a mixed picture. The company guided fourth quarter revenue to $715 million to $730 million, 1% to 3% below the prior year.
Q3 2025 revenue $634.5 million, down 8% year over year; adjusted EBITDA $57.5 million, down 22%
GAAP diluted EPS $0.76 versus $0.18 a year earlier; adjusted diluted EPS $0.39 versus $0.61
Q3 income from operations included a $39.2 million gain on the sale of Smart Square
Q4 2025 guidance: revenue $715 million to $730 million, 1% to 3% lower than the prior year
Palomar Holdings reported third-quarter 2025 net income of $51.5 million, or $1.87 per diluted share, up from $30.5 million, or $1.15 per diluted share, a year earlier. Adjusted net income rose 70% to $55.2 million, and the company raised its full-year 2025 adjusted net income outlook to $210 million to $215 million from $198 million to $208 million, which is a positive signal for shareholders.
Q3 2025 diluted EPS was $1.87 versus $1.15 in Q3 2024; adjusted diluted EPS was $2.01 versus $1.23
Gross written premiums rose 43.9% to $597.2 million from $415.0 million
Full-year 2025 adjusted net income outlook raised to $210 million to $215 million from $198 million to $208 million
Conference call scheduled for Friday, November 7, 2025, at 12:00 p.m. Eastern Time
Five9 reported third-quarter 2025 revenue of $285.8 million, up 8% from a year earlier, and GAAP net income of $18.0 million, or $0.21 per diluted share, compared with a net loss a year earlier. The company also announced a $150 million share repurchase authorization, including a $50 million accelerated share repurchase with JPMorgan Chase Bank, and issued fourth-quarter and full-year 2025 revenue and per-share guidance.
Q3 2025 revenue was $285.8 million, up from $264.2 million in Q3 2024; GAAP net income was $18.0 million versus a $4.5 million loss
Q3 non-GAAP net income per diluted share was $0.78, up from $0.67; adjusted EBITDA was $71.7 million, or 25.1% of revenue
Fourth-quarter 2025 revenue guidance is $294.7 million to $300.7 million; full-year 2025 revenue guidance is $1.1435 billion to $1.1495 billion
Board authorized up to $150 million in share repurchases, including a $50 million accelerated share repurchase with JPMorgan Chase Bank
OUTFRONT Media reported third-quarter 2025 revenue of $467.5 million, up 3.5% from a year earlier, and net income attributable to the company of $51.3 million, up from $34.6 million. Diluted earnings were $0.29 per share versus $0.20 in the prior-year quarter. The board also declared a quarterly cash dividend of $0.30 per share, payable December 31, 2025, to holders of record on December 5, 2025.
Third-quarter revenue of $467.5 million rose $15.6 million, or 3.5%, with transit revenue up 23.7% to $112.4 million.
Net income attributable to OUTFRONT Media was $51.3 million, compared with $34.6 million in the same quarter of 2024.
Funds from operations (FFO) fell 20.6% to $99.7 million, while adjusted FFO (AFFO) rose 24.1% to $100.3 million.
Quarterly dividend of $0.30 per share is payable December 31, 2025, to stockholders of record on December 5, 2025.
HA Sustainable Infrastructure Capital reported third-quarter 2025 results on November 6, 2025, with GAAP net income attributable to controlling stockholders of $83 million, or $0.61 per diluted share, compared with a loss of $20 million, or $0.17 per share, a year earlier. Adjusted EPS rose to $0.80 from $0.52, and the company reaffirmed its 2025 and 2027 guidance and declared a quarterly dividend of $0.42 per share.
Total revenue was $103 million in Q3 2025, up from $82 million in Q3 2024.
Adjusted Recurring Net Investment Income was $105 million, up 42% from $74 million a year earlier.
Company expects 2025 Adjusted EPS to increase about 10% year over year and reaffirmed an 8% to 10% annual growth target through 2027.
Quarterly dividend of $0.42 per share is payable January 9, 2026, to holders of record as of December 29, 2025.
H&R Block reported fiscal 2026 first-quarter results for the period ended September 30, 2025. Revenue rose 5.0% to $203.6 million and the net loss from continuing operations narrowed to $165.4 million, but loss per share widened to $1.26 because of fewer shares outstanding after buybacks. The company reaffirmed its full-year fiscal 2026 outlook and repurchased $400 million of shares during the quarter.
Total revenue of $203.6 million, up $9.7 million or 5.0% from the prior year quarter
Net loss from continuing operations improved $6.1 million to ($165.4) million; loss per share rose 2.4% to ($1.26)
Repurchased 7.9 million shares for $400 million; about $700 million remains on the $1.5 billion program
Fiscal 2026 outlook reaffirmed: revenue of $3.875 to $3.895 billion and adjusted diluted EPS of $4.85 to $5.00
Progyny reported third-quarter 2025 revenue of $313.3 million, up 9.3% from a year earlier, and net income of $13.9 million, or $0.15 per diluted share, versus $10.4 million, or $0.11, in the prior-year quarter. The company raised its full-year 2025 revenue and net income guidance and authorized a share repurchase of up to $200 million, which the guidance does not reflect. Revenue growth was reduced by a large client that did not renew, which contributed $32.8 million in the third quarter of 2024 and nothing in the third quarter of 2025.
Q3 2025 revenue $313.3 million, up 9.3%; gross margin 23.2% vs 20.7%
Q3 2025 net income $13.9 million, or $0.15 per diluted share, vs $10.4 million, or $0.11
Full-year 2025 revenue guidance $1.263 billion to $1.278 billion; net income $58.5 million to $61.5 million
Board authorized share repurchase of up to $200 million; guidance excludes its impact
Take-Two reported fiscal second-quarter 2026 results for the period ended September 30, 2025, with Net Bookings up 33% to $1.96 billion and GAAP net revenue up to $1.77 billion. The company raised its full-year fiscal 2026 Net Bookings forecast to $6.4 billion to $6.5 billion and moved the launch of Grand Theft Auto VI to November 19, 2026, though it still reported a GAAP net loss for the quarter.
Q2 GAAP net loss was $133.9 million, or $0.73 per share, versus $365.5 million, or $2.08 per share, a year earlier.
Fiscal 2026 GAAP net loss is now expected to be $414 million to $349 million, and fiscal year Net Bookings are expected at $6.4 billion to $6.5 billion.
Fiscal third-quarter (ending December 31, 2025) Net Bookings are expected at $1.55 billion to $1.60 billion, with a GAAP net loss of $90 million to $65 million.
Grand Theft Auto VI, published by Rockstar Games, is now set for November 19, 2026, on PS5 and Xbox Series X|S.
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