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).
Veeva reported fiscal third-quarter 2026 results for the quarter ended October 31, 2025, with total revenue up 16% year over year and GAAP net income up 27%. The company also updated its fiscal 2026 guidance, which CFO Brian Van Wagener described as increased, and gave fourth-quarter revenue guidance of $807 million to $810 million.
Total revenue was $811.2 million, up from $699.2 million a year earlier; subscription services revenue was $682.5 million, up 17%.
GAAP diluted net income per share was $1.40, versus $1.13 a year earlier; non-GAAP diluted EPS was $2.04, versus $1.75.
Fiscal 2026 guidance: total revenue of $3,166 million to $3,169 million and non-GAAP diluted EPS of about $7.93.
Fourth-quarter guidance (quarter ending January 31, 2026) calls for total revenue of $807 million to $810 million and non-GAAP operating income of about $350 million.
Bath & Body Works reported third-quarter 2025 net sales of $1.6 billion, down 1%, and diluted earnings per share of $0.37, compared with $0.49 a year earlier. The company lowered its fourth-quarter and full-year 2025 guidance, citing current business trends and continued consumer pressures, and announced a Consumer First Formula plan with $250 million in cost savings over two years.
Third-quarter net sales were $1,594 million, down from $1,610 million; net income was $77 million, compared with $106 million a year earlier.
Fourth-quarter 2025 net sales are expected to decline by high single digits, and diluted EPS is expected to be at least $1.70, compared with $2.09 in the fourth quarter of 2024.
Full-year 2025 net sales are now expected to decline by low single digits, versus prior guidance of 1.5% to 2.7% growth; diluted EPS is expected to be at least $2.83, compared with $3.61 in fiscal 2024.
The Consumer First Formula plan targets $250 million in cost savings over two years, with over half identified for 2026.
NETSTREIT Corp. raised the low end of its full year 2025 AFFO per share guidance to a range of $1.30 to $1.31 per diluted share, according to a press release dated November 18, 2025. The company said it kept its 2025 net investment activity guidance of $350.0 million to $400.0 million and its cash G&A guidance of $15.0 million to $15.5 million, so the change applies to the bottom of the AFFO range only. For shareholders, the filing points to a higher expected floor for AFFO per share in 2025.
Full year 2025 AFFO per share guidance: low end raised to a range of $1.30 to $1.31 per diluted share
Net investment activity guidance maintained at $350.0 million to $400.0 million
Cash G&A guidance maintained at $15.0 million to $15.5 million, excluding transaction costs and severance payments
AFFO guidance continues to include $0.015 to $0.025 per share of estimated dilution from outstanding forward equity
Atmus Filtration Technologies reported third-quarter 2025 net sales of $448 million, up 10.9% from a year earlier, and diluted earnings per share of $0.66 versus $0.52. The company raised its full-year 2025 guidance and said it completed its operational separation from former parent Cummins Inc. For shareholders, the higher profit and raised outlook point to improved results, and the company also repurchased $30 million of its stock during the quarter.
Net sales of $448 million versus $404 million in the third quarter of 2024, an increase of 10.9%
GAAP net income of $55 million; diluted EPS of $0.66 versus $0.52; adjusted EPS of $0.69 versus $0.61
2025 guidance raised: revenue of $1,720 million to $1,745 million and adjusted EPS of $2.50 to $2.65
Repurchased $30 million of common stock; $69 million remained under the $150 million authorization as of September 30, 2025; quarterly dividend of $0.055 per share, up 10%
ePlus reported second-quarter fiscal 2026 net sales of $608.8 million, up 23.4%, and net earnings from continuing operations of $38.2 million, up 92.7%, and it raised its fiscal 2026 guidance for net sales, gross profit and Adjusted EBITDA. A $3.3 million loss from discontinued operations, tied to a $4.6 million contingent liability from the sold domestic financing business, partly offset these results. The board also declared a quarterly cash dividend of $0.25 per share.
Second-quarter net sales rose 23.4% to $608.8 million and gross profit rose 27.4% to $162.1 million.
Diluted EPS from continuing operations was $1.45, compared with $0.74 a year earlier.
Fiscal 2026 net sales are now expected to grow in the mid-teens from $2.01 billion in fiscal 2025.
The $0.25 dividend is payable December 17, 2025, to shareholders of record on November 25, 2025.
National Health Investors reported third-quarter 2025 results on November 6, 2025, with diluted net income per share attributable to common stockholders of $0.69, up from $0.65 a year earlier, and total revenues of $89.8 million, up from $82.9 million. The company raised its full-year 2025 guidance, with Normalized FFO per diluted share now expected at $4.88 to $4.91, up from $4.78 to $4.82, and said this was the third guidance increase this year.
Q3 2025 diluted EPS was $0.69 versus $0.65 in Q3 2024; nine-month diluted EPS was $2.22 versus $2.17.
Q3 2025 Normalized FFO per diluted share was $1.32 versus $1.03; NAREIT FFO per diluted share was $1.09 versus $1.03.
Q3 results include $12.1 million in write-offs of straight-line rents receivable tied to early lease terminations.
2025 guidance: NAREIT FFO per diluted share raised to $4.62 to $4.65 from $4.46 to $4.50; Normalized FFO per diluted share raised to $4.88 to $4.91 from $4.78 to $4.82.
Universal Display reported third-quarter 2025 revenue of $139.6 million, down from $161.6 million a year earlier, and net income of $44.0 million, or $0.92 per diluted share, versus $1.40 a year earlier. The company now expects 2025 revenue around the lower end of its previous $650 million to $700 million guidance range, which is a cut that matters to shareholders. It also agreed to buy OLED patent assets from Merck KGaA for $50 million in cash.
Q3 2025 total revenue $139.6 million vs. $161.6 million in Q3 2024; net income $44.0 million, $0.92 diluted EPS vs. $1.40
Royalty and license fees fell to $53.3 million from $74.6 million, including a $9.5 million out-of-period adjustment
2025 revenue now expected around the lower end of the previous $650 million to $700 million range
Subsidiary UDC Ireland agreed on October 31, 2025 to acquire Merck KGaA OLED patents for $50 million cash; closing expected in the first quarter of 2026
Artivion reported third-quarter 2025 revenue of $113.4 million, up 18% from $95.8 million a year earlier, and net income of $6.5 million, or $0.13 per diluted share, compared with a net loss of $2.3 million in the prior-year quarter. The company raised the midpoints of its full-year 2025 revenue and adjusted EBITDA guidance, which points to continued growth for shareholders.
Q3 2025 revenue was $113.4 million, up 18% on a GAAP basis and 16% on a constant currency basis
Q3 2025 adjusted EBITDA rose 39% to $24.6 million from $17.7 million; net income was $6.5 million, or $0.13 per diluted share
Full-year 2025 revenue guidance is now $439 million to $445 million, up from $435 million to $443 million; adjusted EBITDA guidance is now $88 million to $91 million, up from $86 million to $91 million
The company refinanced its credit agreement, extending maturity to 2031 and gaining a new $150 million delayed draw term loan facility
Pacira reported third-quarter 2025 total revenues of $179.5 million, up from $168.6 million a year earlier, and GAAP net income of $5.4 million, or $0.12 per share, compared with a net loss of $143.5 million a year earlier that included a $163.2 million goodwill impairment. The company lowered its full-year 2025 total revenue guidance to $725 million to $735 million from $730 million to $750 million, while raising its non-GAAP gross margin guidance to 80 to 82 percent from 78 to 80 percent.
Q3 2025 total revenues were $179.5 million, versus $168.6 million in Q3 2024; EXPAREL net product sales were $139.9 million, with volume growth of 9 percent.
GAAP net income was $5.4 million, or $0.12 per share, versus a GAAP net loss of $143.5 million, or $3.11 per share, in Q3 2024.
2025 total revenue guidance was cut to $725 million to $735 million from $730 million to $750 million; non-GAAP gross margin guidance was raised to 80 to 82 percent from 78 to 80 percent.
Pacira repurchased 2.0 million shares for $50.0 million in Q3 2025 and had $200.0 million remaining on its authorization at September 30, 2025, which expires December 31, 2026.
MDU Resources reported third-quarter 2025 income from continuing operations of $18.4 million, up from $15.6 million a year earlier, and narrowed its 2025 earnings guidance to $0.90 to $0.95 per share from $0.88 to $0.95. Reported net income fell to $18.4 million from $64.6 million, but the prior-year figure included $49.0 million from discontinued operations tied to the Everus spinoff, so the continuing-operations comparison is the more direct one for shareholders.
Q3 2025 diluted EPS from continuing operations was $0.09, compared with $0.08 in Q3 2024.
Operating revenues were $315.1 million, up from $289.6 million; electric segment net income fell to $21.5 million from $24.3 million.
Pipeline segment net income rose 11.3% to $16.8 million; natural gas distribution posted a seasonal loss of $18.2 million versus $17.5 million a year earlier.
The long-term EPS growth expectation of 6%-8% is unchanged.
Ralph Lauren reported second-quarter fiscal 2026 results for the quarter ended September 27, 2025, with revenue up 17% to $2.0 billion on a reported basis and diluted earnings per share of $3.32, compared with $2.31 a year earlier. The company raised its full-year fiscal 2026 revenue and operating margin outlook, which is the key forward-looking change for shareholders.
Diluted EPS was $3.32 on a reported basis versus $2.31 a year earlier, and $3.79 adjusted versus $2.54 a year earlier.
Revenue rose 17% to $2.0 billion reported and 14% in constant currency; North America revenue rose 13% to $832 million.
Fiscal 2026 revenue is now expected to increase 5% to 7% in constant currency.
Fiscal 2026 operating margin is now expected to expand 60 to 80 basis points in constant currency, up from the prior outlook.
Parker-Hannifin reported fiscal first-quarter 2026 sales of $5.1 billion, up 3.7%, and diluted EPS of $6.29, up 18% from a year earlier. The company raised its full-year fiscal 2026 guidance, including the Curtis acquisition, with diluted EPS now expected at $25.53 to $26.33. For shareholders, the filing shows higher profit and a higher profit outlook, though the results include acquisition-related and other adjustments.
Net sales were $5.1 billion ($5,084 million), up 3.7%; organic sales growth was 5%.
Net income was $808 million, up 16%; adjusted EPS was $7.22, up 16%.
FY2026 diluted EPS guidance raised to $25.53 to $26.33 ($29.60 to $30.40 adjusted); sales growth guidance raised to 4.0% to 7.0%.
Segment operating margin was 24.2%, up 160 basis points; Aerospace Systems sales rose 13.3% to $1.6 billion.
Collegium Pharmaceutical reported third-quarter 2025 results on November 6, 2025, with product revenues, net of $209.4 million, up 31% from a year earlier, and GAAP diluted earnings of $0.84 per share versus $0.27. The company raised its full-year 2025 product revenue guidance to $775 million to $785 million and its adjusted EBITDA guidance to $460 million to $470 million, which supports the outlook for shareholders.
Q3 2025 product revenues, net were $209.4 million versus $159.3 million in Q3 2024; Jornay PM net revenue was $41.8 million.
GAAP net income was $31.5 million, or $0.84 diluted EPS, versus $9.3 million, or $0.27, a year earlier; adjusted EPS was $2.25 versus $1.61.
Full-year 2025 product revenue guidance was raised to $775 million to $785 million from $745 million to $760 million; adjusted EBITDA guidance was raised to $460 million to $470 million from $440 million to $455 million.
Board authorized a share repurchase program of up to $150 million through December 31, 2026; cash, cash equivalents and marketable securities were $285.9 million at quarter end.
Evergy reported third quarter 2025 GAAP earnings of $475.0 million, or $2.03 per share, up from $2.02 a year earlier, and narrowed its 2025 adjusted EPS guidance to $3.92 to $4.02 from $3.92 to $4.12, citing cooler than normal summer weather. Year-to-date GAAP EPS was $3.31, down from $3.45, so shareholders see a quarterly gain alongside a lower top end of full-year guidance.
Q3 2025 GAAP earnings were $475.0 million, or $2.03 per share, compared with $465.6 million, or $2.02 per share, in Q3 2024.
2025 adjusted EPS guidance narrowed to $3.92 to $4.02 from $3.92 to $4.12; the company reaffirmed its 4% to 6% long-term adjusted EPS growth target through 2029.
Quarterly dividend increased 4% to $0.6950 per share, payable December 19, 2025, to holders of record as of November 21, 2025.
Year-to-date GAAP net income attributable to Evergy was $771.3 million, or $3.31 per share, versus $795.3 million, or $3.45 per share, a year earlier.
Planet Fitness reported third-quarter 2025 results for the period ended September 30, with total revenue up 13.0% to $330.3 million and diluted earnings per share of $0.70, compared with $0.50 a year earlier. The company raised several of its 2025 full-year growth targets, including adjusted net income per share growth to 16% to 17%, which matters to shareholders because it signals higher expected profit growth for the year.
Total revenue rose 13.0% to $330.3 million; system-wide same club sales increased 6.9%.
Net income attributable to Planet Fitness was $58.8 million, or $0.70 per diluted share, versus $42.0 million, or $0.50, a year earlier.
Adjusted net income per diluted share was $0.80, compared with $0.64 in the prior year period.
Full-year 2025 outlook raised: same club sales growth of about 6.5% (previously 6.0%) and adjusted EBITDA growth of about 12% (previously 10%).
CLEAR Secure reported third-quarter 2025 revenue of $229.2 million, up 15.5% year over year, and net income attributable to Clear Secure of $28.3 million, up from $23.5 million. The company raised its full-year 2025 free cash flow guidance to at least $320 million from at least $310 million, though third-quarter free cash flow was negative $53.5 million due to an annual payment to a credit card partner.
Q3 2025 revenue $229.2 million, up 15.5%; Total Bookings $260.1 million, up 14.3%
Net income attributable to Clear Secure $28.3 million vs. $23.5 million a year earlier; Class A diluted EPS $0.29 vs. $0.25
Full-year 2025 free cash flow guidance raised to at least $320 million from at least $310 million
Q3 free cash flow was negative $53.5 million, reflecting an annual payment of about $229 million to a credit card partner; Q4 revenue guidance is $234-237 million
Kinetik reported third-quarter 2025 net income including noncontrolling interest of $15.5 million, down from $83.7 million a year earlier, while total operating revenues rose to $464.0 million from $396.4 million. The company now expects full-year 2025 Adjusted EBITDA of $965 million to $1.005 billion, citing slower Kings Landing ramp-up, producer delays, lower commodity prices, and the October EPIC Crude sale.
Q3 2025 diluted EPS attributable to Class A holders was $0.03, versus $0.35 in Q3 2024
Q3 Adjusted EBITDA was $242.6 million, versus $265.7 million a year earlier
2025 Adjusted EBITDA guidance revised to $965 million to $1.005 billion; 2025 capital guidance tightened to $485 million to $515 million
Closed sale of 27.5% EPIC Crude interest in October 2025 with over $500 million in net upfront cash
Interparfums reported third-quarter 2025 net income attributable to the company of $66 million, or $2.05 per diluted share, up 6% from a year earlier, on net sales of $430 million (up 1%). For the first nine months, net income was flat at $140 million. Management updated 2025 guidance to $1.47 billion in sales (up 1%) and diluted EPS of $5.12 (flat versus 2024), citing slower-than-anticipated growth through September and softer demand in several international markets.
Q3 2025 net sales $430 million, up 1%; diluted EPS $2.05 vs. $1.93 a year earlier
Nine-month net sales $1.10 billion, up 1%; diluted EPS $4.36 vs. $4.34
Updated full-year 2025 guidance: $1.47 billion in sales and $5.12 diluted EPS; 2026 initial guidance due November 18, 2025
Quarterly dividend of $0.80 per share payable December 31, 2025, to holders of record December 15, 2025
Ingevity reported third-quarter 2025 results and revised its full-year 2025 guidance to total net sales of $1.25 billion to $1.35 billion and total adjusted EBITDA of $390 million to $405 million. The company said the revision reflects challenges in its Advanced Polymer Technologies segment, and it reported $43.5 million in net income, including discontinued operations, compared with a net loss of $107.2 million a year earlier.
Net sales from continuing operations were $333.1 million, flat compared with the prior year quarter.
Diluted EPS was $1.18 in the quarter, versus a diluted loss per share of $2.94 a year earlier; continuing operations diluted EPS was $1.10.
Full-year 2025 guidance: total net sales of $1.25 billion to $1.35 billion and total adjusted EBITDA of $390 million to $405 million.
The sale of most of the Industrial Specialties product line and the North Charleston crude tall oil refinery for $110 million is expected to close by early 2026.
Crane NXT reported third quarter 2025 net sales of $445.1 million, up 10.3% from a year earlier, with GAAP EPS of $0.87 versus $0.81 and Adjusted EPS of $1.28 versus $1.16. The company raised its full-year sales growth guidance to 9% to 11% but narrowed its Adjusted EPS guidance to $4.00 to $4.10, down from $4.00 to $4.30 at the top end, citing macroeconomic uncertainty affecting demand in its CPI segment.
Q3 net sales of $445.1 million rose 10.3%, including a $28.3 million benefit from the De La Rue Authentication Solutions acquisition; GAAP EPS was $0.87 versus $0.81.
Adjusted EPS was $1.28 versus $1.16 in the prior-year quarter.
Full-year 2025 sales growth guidance raised to +9% to +11% from +6% to +8%.
Adjusted EPS guidance narrowed to $4.00 to $4.10 from $4.00 to $4.30; quarterly dividend of $0.17 per share is payable December 10, 2025.
Marriott Vacations Worldwide reported a third-quarter 2025 net loss attributable to common stockholders of $2 million, or $0.07 per diluted share, compared with net income of $84 million a year earlier. It also cut its full-year 2025 Adjusted EBITDA and Adjusted free cash flow guidance, while raising the low end of its Adjusted EPS range, which matters to shareholders because the outlook for earnings and cash generation was lowered.
Q3 2025 net loss attributable to common stockholders was $2 million, or $0.07 per diluted share, versus net income of $84 million, or $2.12 per diluted share, in Q3 2024.
Q3 2025 Adjusted EBITDA was $170 million, down 15% from $200 million; consolidated contract sales were $439 million, down 4%.
Full-year 2025 Adjusted EBITDA guidance is $740 million to $755 million, down from $750 million to $780 million; Adjusted free cash flow guidance is $235 million to $270 million, down from $270 million to $330 million.
Full-year 2025 Adjusted EPS guidance is $6.70 to $7.10, up from $6.40 to $7.10; the company will hold a conference call on November 6, 2025 at 8:30 a.m. ET.
Q2 Holdings reported third-quarter 2025 revenue of $201.7 million, up 15 percent year over year, and GAAP net income of $15.0 million, compared with a net loss of $11.8 million a year earlier. The company raised its full-year 2025 revenue and adjusted EBITDA guidance and authorized up to $150 million in share repurchases, which it expects to fund from existing cash. Shareholders also face an executive change, as the chief revenue officer will leave on December 12, 2025.
Q3 2025 revenue was $201.7 million, up 15 percent year over year; GAAP net income was $15.0 million, or $0.23 diluted EPS, versus a net loss of $11.8 million a year earlier
Adjusted EBITDA was $48.8 million, up from $32.6 million in the prior-year quarter
Full-year 2025 guidance raised to revenue of $789.0 million to $793.0 million and adjusted EBITDA of $182.5 million to $185.5 million
Board authorized repurchases of up to $150 million of common stock with no expiration date; Chief Revenue Officer Mike Volanoski will depart effective December 12, 2025
Tutor Perini reported third-quarter 2025 revenue of $1.42 billion, up 31% from $1.08 billion a year earlier, and swung to diluted earnings of $0.07 per share from a loss of $1.92 per share. The company raised its 2025 Adjusted EPS guidance to $4.00 to $4.20 from $3.65 to $3.95, its third consecutive increase, and reported a record backlog of $21.6 billion.
Q3 2025 revenue of $1.42 billion, up 31% from $1.08 billion in Q3 2024
Diluted EPS of $0.07 versus a loss of $1.92 a year earlier; Adjusted EPS of $1.15 versus an adjusted loss of $1.61
2025 Adjusted EPS guidance raised to $4.00 to $4.20 from $3.65 to $3.95; GAAP EPS guidance no longer provided
Record backlog of $21.6 billion at September 30, 2025, up 54%; Q3 operating cash flow of $289.1 million
CoreCivic reported third-quarter 2025 revenue of $580.4 million, up 18.1% from a year earlier, and net income of $26.3 million, or $0.24 per diluted share. It lowered its full-year 2025 guidance, citing start-up expenses at four newly contracted facilities that it expects to weigh on fourth-quarter results, while saying those facilities should support stronger 2026 results.
Q3 2025 net income was $26.3 million, or $0.24 per diluted share, compared with $21.1 million, or $0.19, in Q3 2024.
Full-year 2025 net income guidance was revised to $107.0 million to $113.0 million, down from $116.4 million to $124.4 million.
Full-year 2025 adjusted EBITDA guidance was revised to $355.0 million to $359.0 million, down from $365.0 million to $371.0 million.
In Q3 2025 the company repurchased 1.9 million shares for $40.0 million; $197.9 million of repurchase authorization remained as of September 30, 2025.
Pursuit Attractions and Hospitality reported third quarter 2025 revenue of $241.0 million, up 32.2% from a year earlier, and net income attributable to Pursuit of $73.9 million, versus $48.6 million. The company raised its full-year 2025 adjusted EBITDA guidance to $116 million to $122 million, an increase of $6 million at the midpoint, which points to higher expected profit for shareholders.
Q3 2025 revenue was $241.0 million, up $58.8 million from $182.3 million in Q3 2024.
Diluted EPS attributable to Pursuit was $2.60, versus $1.65; adjusted EBITDA was $117.4 million, versus $82.9 million.
Full-year 2025 adjusted EBITDA guidance was raised to $116 million to $122 million from $108 million to $118 million.
Q3 results included a $4.2 million pre-tax gain from business interruption insurance proceeds tied to the 2024 Jasper wildfire.
Acadia Healthcare reported third-quarter 2025 revenue of $851.6 million, up 4.4% year over year, but diluted earnings per share fell to $0.40 from $0.74 and adjusted EBITDA fell to $173.0 million from $194.3 million. The company lowered its full-year 2025 revenue, adjusted EBITDA and adjusted EPS guidance, and COO Dr. Nasser Khan resigned effective November 3, 2025.
Q3 revenue $851.6 million, up 4.4%; same-facility admissions up 3.3%
Net income attributable to Acadia $36.2 million, or $0.40 per diluted share, vs $0.74 a year earlier
Full-year adjusted EBITDA guidance cut to $650 million to $660 million from $675 million to $700 million
Dr. Nasser Khan resigned as COO effective November 3, 2025; receives a $515,000 lump-sum payment by March 15, 2026
Schrödinger reported third-quarter 2025 total revenue of $54.3 million, up 54% from a year earlier, and a net loss of $32.8 million, narrower than the $38.1 million loss in the prior-year quarter. The company lowered its full-year 2025 software revenue growth guidance to 8% to 13% from 10% to 15%, and said it expects savings of approximately $70 million from expense-reduction measures and a shift away from independent clinical development.
Q3 total revenue was $54.3 million, up 54%; software revenue was $40.9 million, up 28%, and drug discovery revenue was $13.5 million versus $3.4 million a year earlier.
Full-year 2025 software revenue growth guidance was cut to 8% to 13% from 10% to 15%, while drug discovery revenue guidance was raised to $49 million to $52 million from $45 million to $50 million.
Q3 net loss was $32.8 million, versus $38.1 million in Q3 2024; non-GAAP net loss was $42.3 million.
Cash, cash equivalents, restricted cash and marketable securities totaled $401.0 million at September 30, 2025.
Essential Utilities reported third-quarter 2025 net income of $92.1 million, or $0.33 per share, up from $69.4 million, or $0.25 per share, a year earlier, on revenue that rose 9.6% to $477.0 million. The company now expects 2025 GAAP earnings per share above its prior $2.07-$2.11 guidance range, citing non-recurring benefits, and reaffirmed its long-term guidance, which matters to shareholders because it signals stronger reported earnings for the year.
Q3 2025 net income was $92.1 million, or $0.33 per share, versus $69.4 million, or $0.25 per share, in Q3 2024.
Revenue for the quarter was $477.0 million, up 9.6%, mainly from rate increases.
For 2025, GAAP earnings per share are expected to be above the prior $2.07-$2.11 range due to non-recurring benefits.
The pending merger with American Water Works, announced October 27, 2025, is expected to close by the end of the first quarter of 2027.
Trimble reported third-quarter 2025 revenue of $901.2 million, up 3% from $875.8 million a year earlier, and GAAP diluted earnings per share of $0.46 versus $0.16. The company raised its full-year 2025 guidance, now expecting revenue of $3,545 million to $3,585 million and non-GAAP earnings per share of $3.04 to $3.12.
Q3 2025 revenue was $901.2 million, up 3% from $875.8 million; up 10% on an organic basis.
Diluted EPS was $0.46 on a GAAP basis, versus $0.16 a year earlier, and $0.81 non-GAAP, versus $0.70.
Full-year 2025 guidance: revenue of $3,545 million to $3,585 million and non-GAAP EPS of $3.04 to $3.12.
Fourth-quarter 2025 guidance: revenue of $927 million to $967 million and non-GAAP EPS of $0.91 to $0.99.
Astec Industries reported third-quarter 2025 net sales of $350.1 million, up 20.1% from a year earlier, helped by the July 1, 2025 TerraSource acquisition. The company posted a net loss of $4.2 million, compared with a $6.2 million loss a year earlier, and adjusted EPS of $0.47 versus $0.36. It also raised the low end of its full-year adjusted EBITDA guidance to $132 million from $123 million, with the top end unchanged at $142 million.
Q3 net sales were $350.1 million, up 20.1%; Infrastructure Solutions rose 17.1% to $193.2 million and Materials Solutions rose 24.1% to $156.9 million.
Net loss attributable to the controlling interest was $4.2 million, or $(0.18) per diluted share, versus a $6.2 million loss, or $(0.27), a year earlier.
Adjusted EBITDA was $27.1 million, up 55.7% from $17.4 million; transaction costs of $8.3 million weighed on GAAP results.
Full-year 2025 adjusted EBITDA guidance is now $132 million to $142 million, with the low end raised from $123 million.
Perrigo reported third-quarter 2025 net sales of $1.04 billion, down 4.1% year over year, and adjusted diluted EPS of $0.80 versus $0.81 a year earlier. The company lowered its full-year 2025 outlook, now projecting adjusted diluted EPS of $2.70 to $2.80 and reported net sales growth of -2.5% to -3.0%, citing infant formula industry dynamics and soft OTC consumption. It also said it is starting a strategic review of its infant formula business, adding to the existing review of Oral Care.
Q3 2025 net sales were $1.04 billion, down 4.1%; reported diluted EPS was $0.09 versus a loss of $(0.13) a year earlier
Q3 2025 adjusted diluted EPS was $0.80, down from $0.81; adjusted operating income was $173 million, down 4.9%
Full-year 2025 outlook revised: adjusted diluted EPS of $2.70 to $2.80 and reported net sales growth of -2.5% to -3.0%
Strategic review of the infant formula business announced November 5, 2025; Oral Care review continues and Dermacosmetics sale is expected to close in Q1 2026
Fortrea reported third-quarter 2025 revenue of $701.3 million, up from $674.9 million a year earlier, while adjusted EBITDA fell to $50.7 million from $64.2 million. The company raised its full-year 2025 revenue guidance and narrowed its adjusted EBITDA guidance, so shareholders see higher sales expectations alongside lower quarterly profit measures.
Q3 2025 revenue was $701.3 million versus $674.9 million in Q3 2024.
Q3 GAAP diluted loss per share was $(0.17) versus $(0.21); adjusted diluted EPS was $0.12 versus $0.23.
Q3 adjusted EBITDA was $50.7 million versus $64.2 million in Q3 2024.
2025 revenue guidance raised to $2.70 billion to $2.75 billion; adjusted EBITDA guidance narrowed to $175 million to $195 million.
Elanco reported third-quarter 2025 revenue of $1,137 million, up 10% from a year earlier, and raised its full-year 2025 revenue and adjusted EBITDA guidance. The company posted a reported net loss of $34 million, compared with net income of $364 million a year earlier that included a gain on the aqua divestiture, though adjusted EPS rose 46% to $0.19. For shareholders, the higher operating outlook points to stronger sales momentum, while the reported net loss guidance was also widened.
Q3 2025 revenue was $1,137 million, up 10% reported and 9% organic constant currency.
Reported net loss was $34 million, or $(0.07) per share, versus net income of $364 million a year earlier; adjusted EPS was $0.19, up 46%.
Full-year revenue guidance was raised to $4,645 million to $4,670 million from $4,570 million to $4,620 million; adjusted EBITDA guidance rose to $880 million to $900 million from $850 million to $890 million.
Full-year reported net loss guidance widened to $(56) million to $(41) million from $(38) million to $(14) million.
LivaNova reported third-quarter 2025 revenue of $357.8 million, up 12.5% from a year earlier, and raised its full-year 2025 adjusted diluted EPS guidance to $3.80 to $3.90. GAAP diluted EPS fell to $0.49 from $0.60, and the nine-month GAAP net loss of $273.4 million reflects a $363.8 million SNIA environmental liability expense.
Q3 2025 revenue $357.8 million vs $318.1 million a year earlier
Q3 GAAP diluted EPS $0.49 vs $0.60; adjusted diluted EPS $1.11 vs $0.90
2025 adjusted diluted EPS guidance raised to $3.80 to $3.90 from $3.70 to $3.80
Nine-month GAAP net loss $273.4 million, including $363.8 million SNIA environmental liability expense
Corteva reported third-quarter net sales of $2.62 billion, up 13% from a year earlier, and a GAAP loss from continuing operations of $308 million, narrower than the $519 million loss in the prior-year quarter. The company raised its full-year 2025 guidance, now expecting operating EPS of $3.25 to $3.35 per share and operating EBITDA of $3.8 billion to $3.9 billion. Shareholders will also be watching the planned separation into two independent public companies, expected in the second half of 2026.
Q3 2025 net sales were $2.62 billion, up 13% from $2.33 billion in Q3 2024 (organic sales up 11%).
Q3 2025 GAAP loss from continuing operations after tax was $308 million, versus a $519 million loss in Q3 2024.
Full-year 2025 guidance: net sales $17.7 billion to $17.9 billion, operating EBITDA $3.8 billion to $3.9 billion, operating EPS $3.25 to $3.35 per share.
Company expects to repurchase approximately $1.0 billion of shares in 2025 and plans to separate into two companies in the second half of 2026.
Everus Construction Group reported record third quarter 2025 revenue of $986.8 million, up 29.7%, and net income of $57.0 million, up 36.4%, with diluted EPS of $1.11. The company raised its full-year 2025 revenue and EBITDA guidance, which signals stronger expected results for shareholders.
Q3 2025 net income $57.0 million, up 36.4%; diluted EPS $1.11 versus 82 cents a year earlier
Raised 2025 revenue guidance to $3.55 billion to $3.65 billion, from $3.3 billion to $3.4 billion
Raised 2025 EBITDA guidance to $290 million to $300 million, from $240 million to $255 million
Backlog of $2.95 billion as of Sept. 30, 2025, up 2.1% from a year earlier
Kratos reported third quarter 2025 revenue of $347.6 million, up from $275.9 million a year earlier, and net income of $8.7 million, or $0.05 per diluted share, versus $3.2 million, or $0.02, in the same period of 2024. The company raised its full year 2025 revenue guidance to $1.320 billion to $1.330 billion and raised its 2026 organic revenue growth forecast to 15 percent to 20 percent, though third quarter operating cash flow was negative $13.3 million.
Q3 2025 revenue of $347.6 million, up 26.0 percent from $275.9 million; Adjusted EBITDA of $30.8 million versus $24.6 million
Net income of $8.7 million, or $0.05 per diluted share, versus $3.2 million, or $0.02, in Q3 2024
Cash flow used in operations was $13.3 million in Q3 2025, with free cash flow use of $41.3 million after $28.0 million in capital expenditures
CAVA Group reported fiscal third-quarter 2025 revenue of $292.2 million, up from $243.8 million a year earlier, but net income fell to $14.7 million from $18.0 million. The company also lowered its fiscal full-year 2025 guidance for same restaurant sales growth, restaurant-level profit margin and Adjusted EBITDA, which signals weaker expected profitability for shareholders.
Total revenue was $292.2 million, up from $243.8 million; CAVA Same Restaurant Sales Growth was 1.9%.
Net income was $14.7 million, or $0.12 per diluted share, versus $18.0 million, or $0.15 per diluted share, in the prior-year quarter.
Full-year 2025 same restaurant sales growth guidance was cut to 3.0% to 4.0% from 4.0% to 6.0%.
Full-year Adjusted EBITDA guidance was lowered to $148.0 million to $152.0 million from $152.0 million to $159.0 million.
Toast reported third-quarter 2025 results on November 4, 2025, with total revenue of $1.6 billion, up from $1.3 billion a year earlier, and net income of $105 million, compared with $56 million. The company raised its full-year 2025 Adjusted EBITDA outlook to $610 million to $620 million, up from $565 million to $585 million, and gave a fourth-quarter Adjusted EBITDA range of $140 million to $150 million.
Q3 2025 net income was $105 million, versus $56 million in Q3 2024; diluted EPS was $0.16, versus $0.07.
Q3 2025 Adjusted EBITDA was $176 million, versus $113 million in Q3 2024.
Full-year 2025 Adjusted EBITDA outlook raised to $610 million-$620 million from $565 million-$585 million.
Annualized recurring run-rate (ARR) grew 30% to $2.0 billion as of September 30, 2025.
Matson reported third quarter 2025 net income of $134.7 million, or $4.24 per diluted share, down from $199.1 million, or $5.89 per share, a year earlier, on revenue of $880.1 million versus $962.0 million. The company now expects fourth quarter 2025 consolidated operating income to be approximately 30% lower than the $147.5 million achieved in the fourth quarter 2024, citing lower China freight rates and volume.
Q3 2025 diluted EPS of $4.24 versus $5.89 in Q3 2024; net income $134.7 million versus $199.1 million
Q3 2025 consolidated operating income of $161.0 million versus $242.3 million; China container volume down 12.8%
Q4 2025 consolidated operating income expected to be approximately 30% lower than $147.5 million in Q4 2024
Repurchased approximately 0.6 million shares for $66.4 million in Q3; declared $0.36 per share dividend payable December 4, 2025
Tanger reported third-quarter 2025 net income available to common shareholders of $0.28 per share, or $31.8 million, up from $0.22 per share a year earlier, and FFO of $0.60 per share, up from $0.54. The company raised its full-year 2025 estimated diluted FFO range to $2.28 to $2.32 per share from $2.24 to $2.31, which supports shareholder returns tied to cash earnings.
Q3 2025 FFO available to common shareholders was $0.60 per share, or $71.1 million, versus $0.54 per share, or $62.7 million, a year earlier.
Full-year 2025 estimated diluted FFO per share is now $2.28 to $2.32, up from $2.24 to $2.31; estimated diluted EPS is $0.95 to $0.99, versus $0.93 to $1.00 previously.
Same center NOI rose 4.0% to $102.3 million in Q3 2025; occupancy was 97.4% at September 30, 2025.
Quarterly dividend of $0.2925 per share is payable November 14, 2025 to holders of record on October 31, 2025.
Trex reported third-quarter 2025 net sales of $285 million, up 22.1% from a year earlier, and net income of $52 million, or $0.48 per diluted share, versus $0.37 a year earlier. The company lowered its full-year 2025 sales outlook to $1.15 billion to $1.16 billion, about flat with 2024, and revised its adjusted EBITDA margin guidance to 28.0% to 28.5%, citing weaker repair and remodel demand and lower channel inventories. The board also authorized a $50 million share repurchase program.
Q3 2025 net sales $285 million, up 22.1%; adjusted diluted EPS $0.51 versus $0.37 in Q3 2024
Q4 2025 sales expected to range from $140 million to $150 million
Year-to-date net income $188 million, or $1.75 per diluted share, versus $217 million, or $1.99, in the first nine months of 2024
2026 gross margin expected to fall by about 250 basis points; the board authorized a $50 million share repurchase program
Wingstop reported fiscal third-quarter 2025 results with total revenue up 8.1% to $175.7 million and net income up 10.7% to $28.5 million, or $1.02 per diluted share. Domestic same store sales fell 5.6%, and the company cut its 2025 domestic same store sales guidance to a decline of approximately 3% to 4% from prior growth of approximately 1%, so shareholders face higher revenue and profit alongside weaker restaurant-level sales expectations. The company also declared a $0.30 quarterly dividend.
Total revenue rose to $175.7 million from $162.5 million; net income rose to $28.5 million from $25.7 million
Domestic same store sales decreased 5.6%; the company now expects a decline of approximately 3% to 4% for 2025, previously approximately 1% growth
Adjusted EBITDA rose 18.6% to $63.7 million; 114 net new restaurant openings in the quarter
Quarterly dividend of $0.30 per share payable December 12, 2025 to holders of record on November 21, 2025
Dave Inc. reported third-quarter 2025 results on November 4, 2025, with revenue of $150.8 million, up 63% from a year earlier, and GAAP net income of $92.0 million, which includes a $27.4 million tax benefit from the release of a valuation allowance. The company raised its 2025 revenue guidance to $544 million to $547 million and its adjusted EBITDA guidance to $215 million to $218 million. Cash, investments and restricted cash fell to $93.6 million from $104.7 million, mainly due to $25 million in share repurchases in the quarter.
Q3 2025 revenue was $150.8 million, up 63% from $92.5 million in Q3 2024.
GAAP net income was $92.0 million, versus $0.5 million a year earlier; adjusted EBITDA was $58.7 million, up 137%.
2025 revenue guidance raised to $544 million to $547 million from $505 million to $515 million.
2025 adjusted EBITDA guidance raised to $215 million to $218 million from $180 million to $190 million.
Stanley Black & Decker reported third quarter 2025 net sales of $3.8 billion, in line with the prior year, while diluted EPS fell to $0.34 from $0.60 as it recorded $169 million of non-cash asset impairment charges. The company lowered its 2025 GAAP EPS planning assumption to $2.55-$2.70 from $3.45 (plus or minus $0.10) and trimmed its adjusted EPS planning assumption to approximately $4.55 from $4.65, which lowers the expected earnings for shareholders this year.
Third quarter net sales were $3.8 billion, flat year over year, with price (+5%) and currency (+1%) offset by volume (-6%).
Diluted EPS was $0.34 versus $0.60 a year earlier; adjusted EPS was $1.43 in the quarter.
2025 GAAP EPS planning assumption revised to $2.55-$2.70 from $3.45 (plus or minus $0.10), including the $169 million impairment charge.
Targeted 2025 free cash flow of approximately $600 million is unchanged; third quarter free cash flow was $155 million.
ADM reported third-quarter 2025 results on November 4, 2025, with GAAP earnings of $108 million and adjusted EPS of $0.92, down 16% from $1.09 a year earlier. The company revised its full-year 2025 adjusted EPS guidance to $3.25-$3.50 per share from approximately $4.00, primarily to reflect lower crush margins. The lower outlook means shareholders face a reduced expected earnings level for 2025.
Third-quarter GAAP earnings were $108 million, or $0.22 per diluted share, versus $0.04 a year earlier.
Adjusted EPS was $0.92 versus $1.09 in the prior year quarter; total segment operating profit was $845 million, down 19%.
Full-year 2025 adjusted EPS guidance was revised to $3.25-$3.50 from approximately $4.00.
Year-to-date cash flows provided by operating activities were $5.8 billion.
Centerspace reported third-quarter 2025 net income of $3.19 per diluted share, compared with a loss of $0.40 a year earlier, helped by a $79.5 million gain on real estate sales. Core FFO was $1.19 per diluted share, up from $1.18, but the company lowered its 2025 net income per share outlook to $1.97 to $2.19 from $2.50 to $2.76.
Q3 2025 net income of $3.19 per diluted share, versus a $0.40 loss in Q3 2024; results include a $79.5 million gain on sale of real estate.
Q3 2025 Core FFO of $1.19 per diluted share, up 0.8% from $1.18 a year earlier.
2025 net income per diluted share outlook cut to $1.97 to $2.19 from $2.50 to $2.76; Core FFO outlook narrowed to $4.88 to $4.96 from $4.88 to $5.00.
Same-store NOI rose 4.5% in Q3 2025 year over year; total liquidity was $200.4 million at September 30, 2025.
Ensign Group reported third-quarter 2025 GAAP diluted earnings per share of $1.42, up 6.0% from the prior year, and total revenue of $1.30 billion, up 19.8%. The company raised its full-year 2025 diluted EPS and revenue guidance, which signals higher expected earnings and sales for shareholders.
Q3 GAAP diluted EPS was $1.42 versus $1.34 a year earlier; adjusted diluted EPS was $1.64, up 18.0%
Q3 total revenue was $1.30 billion, up 19.8%; GAAP net income was $83.8 million
2025 diluted EPS guidance raised to $6.48 to $6.54 from $6.34 to $6.46; revenue guidance raised to $5.05 billion to $5.07 billion from $4.99 billion to $5.02 billion
Cash on hand was $443.7 million at September 30, 2025; quarterly dividend of $0.0625 per share was paid
Apple Hospitality REIT reported third-quarter 2025 net income of $50.9 million, down 9.6% from a year earlier, and EPS of $0.21 versus $0.23. The company lowered its full-year 2025 net income guidance by $5.5 million at the midpoint and cut its RevPAR change outlook by 100 basis points, citing year-to-date performance and the potential effect of economic uncertainty and the government shutdown. Shareholders face lower reported earnings and a weaker hotel revenue outlook, though Adjusted EBITDAre guidance was raised slightly.
Q3 2025 net income was $50.9 million versus $56.3 million in Q3 2024; EPS was $0.21 versus $0.23.
Q3 2025 Adjusted EBITDAre was $122.1 million, down 5.3%; Comparable Hotels RevPAR was $124.01, down 1.8%.
2025 net income guidance is $162 million to $175 million, decreased by $5.5 million at the midpoint; Comparable Hotels RevPAR change guidance is (2.00%) to (1.00%), down 100 bps at the midpoint.
2025 Adjusted EBITDAre guidance is $435 million to $444 million, increased by $0.3 million at the midpoint.
Simon Property Group reported third-quarter 2025 results on November 3, 2025, with net income attributable to common stockholders of $606.2 million, or $1.86 per diluted share, up from $1.46 a year earlier. Real Estate FFO rose 5.6% to $3.22 per diluted share, and the company raised its full-year 2025 Real Estate FFO per share outlook to $12.60 to $12.70. The company also raised its quarterly dividend 4.8% to $2.20 per share and closed its acquisition of the remaining 12% interest in The Taubman Realty Group on October 31, 2025.
Q3 2025 net income attributable to common stockholders was $606.2 million, or $1.86 per diluted share, versus $475.2 million, or $1.46, in Q3 2024.
Q3 2025 Real Estate FFO was $1.215 billion, or $3.22 per diluted share, up 5.6% from $3.05 a year earlier.
2025 Real Estate FFO guidance was increased to $12.60 to $12.70 per diluted share.
Quarterly common dividend raised 4.8% to $2.20 per share, payable December 31, 2025 to holders of record on December 10, 2025.
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