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).
Arrowhead reported fiscal 2025 results for the year ended September 30, 2025, with revenue of $829.4 million, up from $3.6 million a year earlier. The company's net loss attributable to Arrowhead narrowed to $1.6 million, or $0.01 per diluted share, from $599.5 million, or $5.00 per share, in fiscal 2024, driven largely by milestone payments from Sarepta Therapeutics and the Novartis licensing deal.
Revenue was $829.4 million for fiscal 2025 versus $3.6 million for fiscal 2024.
Operating income was $98.3 million versus an operating loss of $601.1 million a year earlier.
Net loss attributable to Arrowhead was $1.6 million, or $0.01 per diluted share, versus $599.5 million, or $5.00 per share.
The FDA approved REDEMPLO (plozasiran) for adults with familial chylomicronemia syndrome, and the company received a $200 million upfront payment from Novartis.
Dell Technologies reported fiscal third-quarter 2026 results for the quarter ended October 31, 2025, with revenue of $27.0 billion, up 11% year over year, and GAAP diluted EPS of $2.28, up 39%. The company raised its AI server shipment guidance to roughly $25 billion and full-year revenue guidance to a midpoint of $111.7 billion, which points to stronger expected results for shareholders.
Third-quarter revenue of $27.0 billion, up 11%; ISG revenue up 24% to $14.1 billion
GAAP diluted EPS of $2.28, up 39%; non-GAAP diluted EPS of $2.59, up 17%
FY26 revenue guidance of $111.2 billion to $112.2 billion; fourth-quarter revenue guidance of $31.0 billion to $32.0 billion
Returned $1.6 billion to shareholders in the quarter; David Kennedy named chief financial officer on a permanent basis
CleanSpark reported fiscal year 2025 results for the year ended September 30, 2025, with revenue of $766.3 million, up 102.2% from $379 million, and net income of $364.5 million, or $1.25 per basic share, compared with a net loss of $145.8 million a year earlier. The filing notes a $425.6 million gain on the fair value of bitcoin within operating results, and the company cites a recently closed $1.15 billion 0% convertible transaction for expansion of its power and land portfolio.
Revenue of $766.3 million, up $387.3 million from the prior year
Net income of $364.5 million ($1.25 basic per share) versus a net loss of $145.8 million ($0.69 per share) in fiscal 2024
Adjusted EBITDA of $823.4 million, up from $245.8 million; the company will no longer exclude bitcoin impairments or realized bitcoin gains from this measure
Long-term debt of $644.6 million and cash of $43.0 million as of September 30, 2025
Autodesk reported fiscal third-quarter 2026 revenue of $1.85 billion, up 18% from a year earlier, with GAAP diluted earnings per share of $1.60 versus $1.27. The company raised its full-year fiscal 2026 guidance, which now includes revenue of $7.150 billion to $7.165 billion and GAAP EPS of $5.16 to $5.33.
Q3 fiscal 2026 revenue was $1,853 million, up 18% as reported and in constant currency; Americas $820 million, EMEA $715 million, APAC $318 million.
GAAP diluted EPS was $1.60 versus $1.27 a year earlier; non-GAAP EPS was $2.67, up $0.50 year over year.
Full-year fiscal 2026 guidance now calls for revenue of $7,150 million to $7,165 million and non-GAAP EPS of $10.18 to $10.25; the prior guidance figures are not in the filing.
Burlington Stores reported third-quarter 2025 results with total sales up 7% to $2,706 million and net income of $105 million, or $1.63 per share, versus $1.40 a year earlier. The company raised its full-year 2025 adjusted EPS guidance to $9.69 to $9.89, but comparable store sales rose only 1% and merchandise inventories grew 15%.
Third-quarter total sales rose 7% to $2,706 million; comparable store sales rose 1%.
Third-quarter net income was $105 million, or $1.63 per share, versus $91 million, or $1.40 per share, a year earlier.
Full-year 2025 adjusted EPS guidance raised to $9.69 to $9.89, versus $8.35 last year; fourth-quarter comparable store sales guidance kept at 0% to 2%.
Keysight reported fourth-quarter and fiscal 2025 results, with quarterly revenue of $1.42 billion, up from $1.29 billion a year earlier, and GAAP net income of $229 million, or $1.33 per diluted share, compared with a GAAP net loss of $73 million a year earlier. The board also authorized a new share repurchase program of up to $1.5 billion, and the company guided first-quarter fiscal 2026 revenue to $1.53 billion to $1.55 billion.
Q4 non-GAAP EPS was $1.91, versus $1.65 a year earlier; GAAP diluted EPS was $1.33, versus a loss of $0.42.
Fiscal 2025 revenue was $5.37 billion, up from $4.98 billion, and GAAP net income was $846 million, or $4.89 per diluted share.
Q4 free cash flow fell to $188 million from $328 million a year earlier, and the new $1.5 billion buyback replaces the previous program.
Woodward reported fiscal 2025 net sales of $3.6 billion, up 7%, and diluted earnings per share of $7.19, up 20%, for the year ended September 30, 2025. The company also guided fiscal 2026 EPS to $7.50 to $8.00 and the board authorized a new three-year $1.8 billion share repurchase program.
Fiscal 2025 net sales were $3.6 billion, up 7%, and net earnings were $442 million, up 19%.
Fourth quarter 2025 net sales were $995 million, up 16%, and diluted EPS was $2.23, up 64%.
Fiscal 2026 guidance calls for EPS of $7.50 to $8.00 and total sales growth of 7% to 12%.
The board authorized a new three-year $1.8 billion share repurchase program.
UGI reported fiscal 2025 results for the year ended September 30, 2025, with GAAP net income of $678 million, up from $269 million, and full-year revenues of $7,287 million, up from $7,210 million. The company also issued fiscal 2026 adjusted diluted EPS guidance of $2.90 to $3.15, which assumes normal weather and the current tax regime, compared with fiscal 2025 adjusted diluted EPS of $3.32.
GAAP diluted EPS was $3.09 for fiscal 2025, versus $1.25 in fiscal 2024; adjusted diluted EPS was $3.32, versus $3.06.
Fourth-quarter GAAP net loss attributable to UGI narrowed to $13 million from $273 million a year earlier.
Fiscal 2026 adjusted diluted EPS guidance range is $2.90 to $3.15, and the company raised its expected EPS compound annual growth rate to 5% to 7% between FY24 and FY29.
Available liquidity was approximately $1.6 billion, with leverage of 3.9x at UGI Corporation and 4.9x at AmeriGas Propane.
Ross Stores reported third-quarter fiscal 2025 results for the 13 weeks ended November 1, 2025, with diluted earnings per share of $1.58 versus $1.48 a year earlier and net income of $512 million versus $489 million. Sales rose 10% to $5.6 billion and comparable store sales increased 7%. The company raised its fiscal 2025 EPS guidance to $6.38 to $6.46, which benefits shareholders by signaling higher expected full-year profit.
Q3 diluted EPS was $1.58 versus $1.48; net income was $512 million versus $489 million
Q3 sales grew 10% to $5.6 billion; comparable store sales rose 7%
Fiscal 2025 EPS guidance raised to $6.38 to $6.46; Q4 EPS guidance set at $1.77 to $1.85
Repurchased $262 million of stock in Q3 and remains on track to buy back $1.05 billion in fiscal 2025
Walmart reported third-quarter results for the period ended October 31, 2025, with revenue up 5.8% to $179.5 billion and GAAP EPS of $0.77, up from $0.57. The company raised its fiscal 2026 adjusted EPS outlook to $2.58 to $2.63, and it also said it will move its common stock and notes from the NYSE to Nasdaq, with trading on Nasdaq starting December 9, 2025.
Revenue of $179.5 billion, up 5.8%; operating income fell 0.2% to $6.7 billion, mainly due to a non-cash share-based compensation charge at PhonePe
GAAP EPS of $0.77 versus $0.57 a year earlier; adjusted EPS of $0.62
Fiscal 2026 adjusted EPS outlook raised to $2.58 to $2.63, from $2.52 to $2.62 in the August 21, 2025 update
NYSE trading ends at market close December 8, 2025; Nasdaq trading begins at market open December 9, 2025, under the same symbols
TJX reported third-quarter fiscal 2026 net sales of $15.1 billion, up 7%, and diluted earnings per share of $1.28, up 12% from $1.14 a year earlier. The company raised its full-year fiscal 2026 guidance for comparable sales, pretax profit margin and diluted EPS, and expects to repurchase about $2.5 billion of stock in the fiscal year.
Q3 consolidated comparable sales rose 5%, and pretax profit margin was 12.7%, up from 12.3% a year earlier.
Full-year fiscal 2026 diluted EPS outlook raised to $4.63 to $4.66, a 9% increase over the prior year's $4.26.
Returned $1.1 billion to shareholders in Q3 through $594 million of buybacks and $472 million of dividends.
Q4 fiscal 2026 guidance unchanged: comparable sales up 2% to 3% and diluted EPS of $1.33 to $1.36.
Williams-Sonoma reported third-quarter 2025 results with net revenues of $1.88 billion, comparable brand revenue up 4.0%, and diluted EPS of $1.96, up from $1.87 a year earlier. The company raised its fiscal 2025 operating margin guidance to 17.8% to 18.1% and approved a new $1 billion stock repurchase authorization, which takes effect once the current program is used up.
Q3 net revenues of $1.88 billion; comparable brand revenue up 4.0%, versus a decline of 2.9% in the prior-year quarter
Q3 operating margin of 17.0% and diluted EPS of $1.96, compared with $1.87 a year earlier
Fiscal 2025 operating margin outlook raised to 17.8% to 18.1%; comparable brand revenue growth of 2% to 5% reiterated
As of November 2, 2025, $637 million remained under the September 2024 buyback; a new $1 billion authorization was approved in November 2025
Dycom Industries reported fiscal 2026 third-quarter results for the quarter ended October 25, 2025, with contract revenues up 14.1% to $1.452 billion and GAAP net income up to $106.4 million, or $3.63 per diluted share, from $69.8 million, or $2.37, a year earlier. The company raised the midpoint of its fiscal 2026 revenue outlook to a range of $5.350 billion to $5.425 billion and gave fourth-quarter guidance for contract revenues of $1.26 billion to $1.34 billion and diluted EPS of $1.30 to $1.65.
Q3 contract revenues were $1.452 billion, up 14.1%; organic revenue growth was 7.2%
GAAP diluted EPS was $3.63 versus $2.37 a year earlier; net income was $106.4 million versus $69.8 million
Fiscal 2026 contract revenue outlook is $5.350 billion to $5.425 billion, with the midpoint raised
Fourth-quarter fiscal 2026 guidance (quarter ending January 31, 2026): diluted EPS of $1.30 to $1.65
Medtronic reported second quarter fiscal 2026 results for the period ended October 24, 2025, with revenue of $8.961 billion and GAAP diluted EPS of $1.07, both up year over year. The company also raised its fiscal 2026 organic revenue growth and adjusted EPS guidance, which matters to shareholders because it signals higher expected earnings for the full year.
Revenue of $8.961 billion rose 6.6% as reported and 5.5% organic; Cardiac Ablation Solutions revenue increased 71%.
GAAP diluted EPS was $1.07, up 8%; non-GAAP diluted EPS was $1.36, also up 8%.
FY26 organic revenue growth guidance raised to approximately 5.5% from approximately 5.0%.
FY26 diluted non-GAAP EPS guidance set at $5.62 to $5.66, versus the prior $5.60 to $5.66, including a potential tariff impact of approximately $185 million.
Brady Corporation reported fiscal 2026 first-quarter results for the period ended October 31, 2025. Sales rose 7.5% to $405.3 million, and GAAP diluted EPS rose 16.5% to $1.13, while adjusted diluted EPS rose 8.0% to $1.21. The company also raised the low end of its full-year adjusted diluted EPS guidance, which matters to shareholders because it signals a higher expected earnings floor for fiscal 2026.
Q1 net sales were $405.3 million, up 7.5% from $377.1 million, including 2.8% organic growth
Diluted EPS was $1.13 versus $0.97 a year earlier; adjusted diluted EPS was $1.21 versus $1.12
Full-year fiscal 2026 adjusted diluted EPS guidance is now $4.90 to $5.15, up from $4.85 to $5.15 at the low end
GAAP diluted EPS guidance is $4.57 to $4.82, compared with $4.55 to $4.85 previously
Disney reported fourth-quarter and full-year fiscal 2025 results for the period ended September 27, 2025. Full-year revenue rose 3% to $94.4 billion and full-year adjusted EPS rose 19% to $5.93, while fourth-quarter revenue was flat and fourth-quarter adjusted EPS fell 3% to $1.11. For fiscal 2026, Disney guided to double-digit adjusted EPS growth and said it plans to double share repurchases to $7 billion.
Full-year diluted EPS was $6.85, up from $2.72; fourth-quarter diluted EPS was $0.73, up from $0.25
Fourth-quarter total segment operating income fell 5% to $3.5 billion from $3.7 billion
Fiscal 2026 guidance includes double-digit adjusted EPS growth and a share repurchase target of $7 billion, double the fiscal 2025 level
Board declared a cash dividend of $1.50 per share, payable in two installments of $0.75 on January 15, 2026 and July 22, 2026
StandardAero reported third-quarter 2025 revenue of $1,498.0 million, up 20.4% from a year earlier, and net income of $68.1 million, compared with $16.4 million in the prior-year quarter. The company raised its full-year 2025 guidance for revenue, Adjusted EBITDA and free cash flow, which signals higher expected earnings and cash generation for the year for shareholders. Adjusted EBITDA margin declined to 13.1% from 13.5%.
Q3 2025 revenue was $1,498.0 million, up $253.3 million, or 20.4%, from $1,244.6 million
Q3 2025 net income was $68.1 million, compared with $16.4 million a year earlier
Full-year 2025 revenue guidance raised to $5,970 million to $6,030 million from $5,875 million to $6,025 million
Free cash flow guidance raised to $170 million to $190 million from $155 million to $175 million
Life360 reported unaudited third-quarter 2025 revenue of $124.5 million, up 34% year over year, and net income of $9.8 million, up 27%. It raised full-year 2025 revenue guidance to $474 million to $485 million and Adjusted EBITDA guidance to $84 million to $88 million. It also agreed to acquire Nativo, Inc. in a transaction valued at approximately $120 million in cash and common stock, with completion expected in January 2026.
Q3 2025 Adjusted EBITDA was $24.5 million, up from $9.0 million in Q3 2024.
Q3 2025 net income was $9.8 million, compared with $7.7 million in Q3 2024.
FY2025 revenue guidance raised to $474 million to $485 million from $462 million to $482 million; Adjusted EBITDA guidance raised to $84 million to $88 million from $72 million to $82 million.
Hardware gross profit and margin were affected by tariff-related costs, and Q3 hardware revenue fell 4% year over year to $11.3 million.
ANI Pharmaceuticals filed an updated investor presentation that restates its third-quarter 2025 results, with total revenue of $228 million, up 54% year over year, and adjusted diluted EPS of $2.04, up 52%. The presentation says the company raised its full-year 2025 guidance for net revenue, adjusted EBITDA and adjusted diluted EPS, with the guidance issued on November 7, 2025. For shareholders, the higher outlook is a positive signal, although ILUVIEN revenue was pressured and the profit figures are non-GAAP measures.
Q3 2025 total revenue was $228 million, up 54% year over year; adjusted non-GAAP EBITDA was $60 million, up 70%; adjusted non-GAAP diluted EPS was $2.04, up 52%.
Full-year 2025 net revenue guidance is $854 million to $873 million, up from a previous $818 million to $843 million.
Full-year 2025 adjusted non-GAAP EBITDA guidance is $221 million to $228 million (previously $213 million to $223 million), and adjusted non-GAAP diluted EPS guidance is $7.37 to $7.64 (previously $6.98 to $7.35).
Q3 2025 ILUVIEN revenue was $17 million, which the company said was pressured by reduced access for Medicare patients and remaining YUTIQ units at physician offices.
RadNet reported third-quarter 2025 revenue of $522.9 million, up 13.4%, and Adjusted EBITDA of $84.9 million, up 15.2%. Net income attributable to RadNet stockholders was $5.4 million, or $0.07 per diluted share, compared with $3.2 million, or $0.04, a year earlier. The company raised its full-year 2025 revenue and Adjusted EBITDA guidance for the Imaging Center segment and its revenue guidance for Digital Health, which is a positive signal for shareholders.
Q3 2025 revenue was $522.9 million, up from $461.1 million; Adjusted EBITDA was $84.9 million, up 15.2%.
Q3 2025 net income attributable to RadNet was $5.4 million, or $0.07 per diluted share, versus $3.2 million, or $0.04, in Q3 2024.
Imaging Center 2025 revenue guidance was raised to $1,900 - $1,930 million and Adjusted EBITDA guidance to $276 - $284 million.
For the first nine months of 2025, the company reported a net loss of $18.1 million, or $(0.24) per share; cash was $804.7 million at September 30, 2025.
Maplebear (Instacart) reported third-quarter 2025 revenue of $939 million, up 10% year-over-year, and GAAP net income of $144 million, up 22%. Its board also raised the share repurchase authorization to $2.5 billion from $1 billion, and the company plans a $250 million accelerated share repurchase, which matters to shareholders as a large capital return and a sign of confidence in its cash generation.
Q3 2025 orders of 83.4 million, up 14% year-over-year; GTV of $9,170 million, up 10%
Total revenue $939 million, up 10%; GAAP gross profit $692 million, up 8%, but a lower share of GTV and revenue than in Q3 2024
GAAP net income $144 million, up 22%; adjusted EBITDA $278 million, up 22%
Q4 2025 outlook: GTV of $9,450 million to $9,600 million and adjusted EBITDA of $285 million to $295 million; $250 million accelerated share repurchase with Goldman Sachs expected to begin November 11, 2025
ANI Pharmaceuticals reported third-quarter 2025 net revenues of $227.8 million, up 53.6% from a year earlier, and GAAP net income attributable to common shareholders of $26.3 million, or $1.13 per diluted share, compared with a loss of $1.27 per share in the prior-year quarter. The company raised its full-year 2025 total net revenue guidance to $854 million to $873 million and its adjusted non-GAAP EBITDA guidance to $221 million to $228 million, which points to higher expected results for shareholders.
Q3 2025 net revenues were $227.8 million, up 53.6% from $148.3 million in Q3 2024.
Cortrophin Gel net revenues were $101.9 million, up 93.8% year over year.
GAAP diluted EPS was $1.13 versus a loss of $1.27 a year earlier; adjusted non-GAAP diluted EPS was $2.04.
2025 total net revenue guidance was raised to $854 million to $873 million, from $818 million to $843 million; ILUVIEN net revenue was $16.6 million in the quarter, which the company said was pressured by reduced Medicare access.
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
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.
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
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%
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.
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.
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
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
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
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.
Genpact reported third-quarter 2025 results for the period ended September 30, with net revenues of $1.291 billion, up 6.6% year-over-year, and adjusted diluted EPS of $0.97, up 14.1%. The company raised its full-year 2025 adjusted diluted EPS guidance to $3.60 to $3.61, from $3.51 to $3.58, and raised its full-year net revenue growth outlook to 6.1% to 6.4% as reported.
Q3 net revenues were $1.291 billion, up 6.6%; Advanced Technology Solutions revenues rose 20.0% to $311 million
GAAP diluted EPS was $0.83, up 12.2%; net income was $146 million, up 9.8%
Full-year 2025 adjusted diluted EPS guidance raised to $3.60 to $3.61 from $3.51 to $3.58
Q4 2025 adjusted diluted EPS guidance is $0.93 to $0.94; the company repurchased about 2.0 million shares for about $90 million in the quarter
Evertec reported third-quarter 2025 revenue of $228.6 million, up 8%, and GAAP net income attributable to common shareholders of $32.9 million, or $0.51 per diluted share, up from $0.38 a year earlier. The company raised its full-year 2025 revenue and adjusted earnings per share outlook, which means management now expects stronger full-year results than it previously forecast.
Q3 2025 revenue was $228.6 million, up from $211.8 million in the prior-year quarter.
GAAP net income attributable to common shareholders was $32.9 million, or $0.51 per diluted share, versus $24.7 million, or $0.38, a year earlier.
2025 revenue outlook raised to $921 million to $927 million, from prior growth expectation of 6.6% to 7.6%.
Adjusted EBITDA margin slipped to 40.5% from 41.3%; Tecnobank 75% stake acquisition completed October 1, 2025.
BioLife Solutions reported unaudited third-quarter 2025 results, with total revenue up 31% year over year to $28.1 million and GAAP net income of $0.6 million, compared with a net loss of $0.5 million from continuing operations a year earlier. The company raised its 2025 Cell Processing revenue guidance to $93.0 million to $94.0 million and gave total revenue guidance of $95.0 million to $96.0 million, adjusted for the October 2025 sale of its evo cold chain logistics business.
Q3 2025 total revenue was $28.1 million, up 31% from $21.4 million in Q3 2024; Cell Processing revenue was $25.4 million, up 33%.
GAAP gross margin was 62% versus 63% a year earlier, and the quarter included an inventory reserve of about $0.6 million.
Nine-month GAAP net loss was $15.7 million, including $15.5 million of IPR&D expense; the company completed the evo sale on October 6, 2025 for $25.5 million in cash, subject to adjustments.
Cash, cash equivalents, and marketable securities were $98.4 million as of September 30, 2025, before evo sale proceeds.
RB Global reported third-quarter 2025 results with total revenue up 11% year over year to $1.1 billion and net income up 25% to $95.2 million. The company raised its full-year 2025 adjusted EBITDA outlook to $1,350 million to $1,380 million, but lowered its GTV growth outlook to 0% to 1% from 0% to 3%.
Q3 diluted EPS available to common stockholders rose 19% to $0.43; diluted adjusted EPS rose 31% to $0.93
Adjusted EBITDA rose 16% to $327.7 million in the quarter
Full-year adjusted EBITDA outlook raised to $1,350 million to $1,380 million from $1,340 million to $1,370 million
Full-year GTV growth outlook lowered to 0% to 1% from 0% to 3%; quarterly dividend of $0.31 per share payable December 17, 2025
LeMaitre Vascular reported preliminary, unaudited third-quarter 2025 results, with sales up 11% to $61.0 million and GAAP diluted EPS up 54% to $0.75. The results include a non-recurring $3.4 million Employee Retention Tax Credit benefit, and excluding it, adjusted diluted EPS was $0.62, up 27%. Management said it increased its bottom-line guidance, with full-year 2025 GAAP diluted EPS now expected at $2.48 to $2.53.
Q3 2025 net sales $61.0 million, up 11% (12% organic); GAAP diluted EPS $0.75, up 54%
Adjusted diluted EPS $0.62, up 27%, excluding the Employee Retention Tax Credit benefit
Full-year 2025 sales guidance $247 million to $249 million; Q4 2025 sales guidance $61.8 million to $63.8 million
Quarterly dividend of $0.20 per share, payable December 4, 2025, to holders of record on November 20, 2025
Expedia Group reported third-quarter 2025 results on November 6, 2025, with revenue of $4,412 million, up 9%, and diluted EPS of $7.33, up from $5.04 a year earlier. The company raised its guidance and declared a $0.40 quarterly dividend, and it repurchased $451 million of shares in the quarter.
Gross bookings were $30,727 million, up 12%, and booked room nights rose 11% to 108.2 million.
GAAP net income attributable to Expedia Group was $959 million, up 40%; Adjusted EPS was $7.57, up 23%.
Q4 2025 guidance: gross bookings growth of 6-8% and revenue growth of 6-8%.
Quarterly dividend of $0.40 per share is payable December 11, 2025, to holders of record on November 19, 2025.
National Fuel Gas reported fourth-quarter fiscal 2025 adjusted earnings of $1.22 per share, up 58% from $0.77, and GAAP earnings of $1.18 per share, compared with a GAAP loss of $1.84 per share a year earlier. The company issued fiscal 2026 adjusted EPS guidance of $7.60 to $8.10, assuming an average NYMEX natural gas price of $3.75 per MMBtu, and the filing says the fourth-quarter gains came mainly from higher production and realized gas prices. For shareholders, the results and guidance point to higher earnings, but the outlook depends on natural gas prices, and the company says the pending $2.62 billion Ohio utility acquisition is not expected to affect fiscal 2026 guidance.
Q4 fiscal 2025 GAAP EPS of $1.18 (GAAP earnings of $107.3 million) versus a loss of $1.84 a year earlier, which included a $318.4 million impairment
Q4 adjusted EPS of $1.22 versus $0.77, up 58%; Seneca produced 112 Bcf, up 21%
Fiscal 2026 adjusted EPS guidance of $7.60 to $8.10; at a $3.00 NYMEX price the range is $6.55 to $7.05
Fiscal 2025 adjusted EPS of $6.91 versus $5.01, and a 55th consecutive dividend increase to an annual rate of $2.14 per share
ACI Worldwide reported third-quarter 2025 revenue of $482 million, up 7% from a year earlier, and net income of $91 million versus $81 million in Q3 2024. The company raised its full-year 2025 revenue and adjusted EBITDA guidance and approved a $500 million share repurchase authorization.
Q3 2025 revenue was $482 million, up 7%; net income was $91 million, compared with $81 million in Q3 2024.
Q3 2025 adjusted EBITDA was $171 million, up 2% from Q3 2024.
Full-year 2025 revenue guidance was raised to $1.730 billion to $1.754 billion, from $1.710 billion to $1.740 billion.
The Board approved a $500 million share repurchase authorization on October 31, 2025; 3.1 million shares were repurchased year-to-date for $150 million.
NETSCOUT reported second-quarter fiscal 2026 results for the period ended September 30, 2025, with total revenue of $219.0 million, up from $191.1 million a year earlier. GAAP diluted earnings per share were $0.35, compared with $0.13, and the company raised its fiscal 2026 revenue and earnings per share outlook. Shareholders see higher revenue and profit in the quarter, along with a higher forecast for the full year.
Q2 total revenue was $219.0 million, compared with $191.1 million in Q2 fiscal 2025.
GAAP diluted EPS was $0.35 versus $0.13; non-GAAP diluted EPS was $0.62 versus $0.47.
Fiscal 2026 revenue outlook is now $830 million to $870 million, up from $825 million to $865 million.
Fiscal 2026 non-GAAP diluted EPS outlook is now $2.35 to $2.45, up from $2.25 to $2.40.
Insulet reported third-quarter 2025 revenue of $706.3 million, up 29.9%, and net income of $87.6 million, or $1.24 per diluted share, compared with $1.08 a year earlier. The company raised its full-year 2025 total revenue growth guidance to 28% to 29% in constant currency, from 24% to 27%, which supports the strong quarter for shareholders, though adjusted EBITDA margin fell 50 basis points.
Q3 2025 revenue of $706.3 million rose 29.9%, or 28.2% in constant currency, above the high end of the 22% to 25% constant currency guidance range
Q3 net income of $87.6 million, or $1.24 per diluted share, versus $77.5 million, or $1.08 per diluted share, a year earlier
Full-year 2025 total revenue growth guidance raised to 28% to 29% in constant currency from 24% to 27%
Adjusted operating margin guidance for 2025 narrowed to 17.3% to 17.5% from 17.0% to 17.5%
Ligand reported third-quarter 2025 total revenues and other income of $115.5 million, up from $51.8 million a year earlier, and GAAP net income of $117.3 million, or $5.68 per diluted share, compared with a net loss of $7.2 million in the prior-year quarter. The quarter was helped by a $28.6 million gain on the Pelthos business sale and $24.5 million of Zelsuvmi out-license income, and the company raised its 2025 revenue and adjusted earnings per share guidance for the second time this year.
Q3 2025 total revenues and other income were $115.5 million, up 123% from $51.8 million in Q3 2024
GAAP net income was $117.3 million, or $5.68 per diluted share, versus a net loss of $7.2 million, or $0.39 per share, a year earlier
2025 total core revenue guidance raised to $225 million to $235 million from $200 million to $225 million
2025 core adjusted earnings per diluted share guidance raised to $7.40 to $7.65 from $6.70 to $7.00
Shift4 Payments reported third-quarter 2025 results for the period ended September 30, 2025, with gross revenue of $1,176.9 million, up 29% from a year earlier, and gross profit of $409.6 million, up 62%. GAAP net income was $33.4 million, or $0.17 per diluted share, while non-GAAP EPS was $1.47. The board also authorized a new $1 billion stock repurchase program, which the CEO described as the largest in the company's history.
Gross revenue of $1,176.9 million, up 29% from Q3 2024; gross revenue less network fees of $589.2 million, up 61%
GAAP net income of $33.4 million; GAAP diluted EPS of $0.17; non-GAAP EPS of $1.47
Adjusted EBITDA of $292.1 million, a 50% margin; net cash from operating activities of $171.8 million
New $1 billion stock repurchase program; management said the company remains on track for its medium-term growth guidance of over 30% compound annual growth
NRG Energy reported third quarter 2025 GAAP net income of $152 million, compared with a $767 million loss a year earlier, and Adjusted EPS of $2.78 versus $2.10. The company reaffirmed its raised 2025 guidance, initiated 2026 standalone guidance, and announced a new $3 billion share repurchase authorization through 2028, with $1 billion expected in 2026, which matters to shareholders for capital returns.
Q3 2025 revenue was $7,635 million versus $7,223 million a year earlier; Adjusted EBITDA was $1,205 million versus $1,055 million.
2026 NRG standalone Adjusted EBITDA guidance is $3,925 million to $4,175 million; 2025 guidance was reaffirmed at $3,875 million to $4,025 million.
Board approved a new $3 billion share repurchase authorization through 2028 on October 16, 2025, and an 8% dividend increase to $1.90 per share annually.
The LS Power portfolio acquisition remains on track to close in the first quarter of 2026.
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