AI filing briefs · archive

8-K filings in November 2025, explained

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).

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29 of 1,041 briefs match

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VEEVVEEVA SYSTEMS INC Nov 20, 4:04 PM ET

Veeva Q3 revenue rises 16% to $811.2 million; full-year guidance raised

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗
NTSTNETSTREIT Corp. Nov 18, 6:11 AM ET

NETSTREIT raises low end of 2025 AFFO per share guidance to $1.30 to $1.31

Positive guidance Written later 2.02

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
Read the filing on SEC.gov ↗

Atmus raises 2025 guidance after third-quarter net sales rise 10.9% to $448 million

Positive guidance Written later 2.02

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%
Read the filing on SEC.gov ↗
PLUSEPLUS INC Nov 6, 4:32 PM ET

ePlus raises fiscal 2026 guidance as second-quarter net sales rise 23.4%

Positive guidance Written later 2.028.01

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.
Read the filing on SEC.gov ↗

NHI Q3 2025 diluted EPS rises to $0.69 from $0.65; full-year FFO guidance raised

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗
AORTARTIVION, INC. Nov 6, 4:09 PM ET

Artivion raises 2025 guidance as Q3 revenue rises 18% to $113.4 million

Positive guidance Written later 2.02

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
Read the filing on SEC.gov ↗
MDUMDU RESOURCES GROUP INC Nov 6, 8:35 AM ET

MDU Resources Q3 continuing income rises to $18.4 million; 2025 EPS guidance narrowed

Positive guidance Written later 2.027.01

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.
Read the filing on SEC.gov ↗
RLRALPH LAUREN CORP Nov 6, 8:13 AM ET

Ralph Lauren Q2 revenue rises 17% to $2.0 billion; raises fiscal 2026 outlook

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗
PHParker-Hannifin Corp Nov 6, 7:56 AM ET

Parker Hannifin raises FY26 outlook as Q1 EPS rises 18% to $6.29

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗

Collegium raises 2025 guidance as Q3 net revenue rises 31% to $209.4 million

Positive guidance Written later 2.027.01

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.
Read the filing on SEC.gov ↗
PLNTPlanet Fitness, Inc. Nov 6, 6:26 AM ET

Planet Fitness Q3 revenue rises 13% to $330.3 million; raises 2025 outlook

Positive guidance Written later 2.02

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%).
Read the filing on SEC.gov ↗
YOUClear Secure, Inc. Nov 6, 6:02 AM ET

CLEAR Q3 revenue rises 15.5% to $229.2 million; raises full-year free cash flow outlook

Positive guidance Written later 2.02

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
Read the filing on SEC.gov ↗
QTWOQ2 Holdings, Inc. Nov 5, 4:20 PM ET

Q2 Holdings raises 2025 guidance and authorizes $150 million share buyback

Positive guidance Written later 2.028.01

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
Read the filing on SEC.gov ↗
TPCTUTOR PERINI CORP Nov 5, 4:18 PM ET

Tutor Perini Q3 revenue rises 31% to $1.42 billion; raises 2025 Adjusted EPS guidance

Positive guidance Written later 2.02

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
Read the filing on SEC.gov ↗

Pursuit Attractions raises 2025 adjusted EBITDA guidance after 32% Q3 revenue gain

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗
WTRGEssential Utilities, Inc. Nov 5, 10:39 AM ET

Essential Utilities Q3 EPS rises to $0.33 from $0.25; 2025 EPS seen above range

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗
TRMBTRIMBLE INC. Nov 5, 7:03 AM ET

Trimble Q3 revenue rises 3% to $901.2 million and raises 2025 guidance

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗
ASTEASTEC INDUSTRIES INC Nov 5, 7:02 AM ET

Astec Q3 net sales rise 20.1% to $350.1 million; net loss narrows to $4.2 million

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗
ELANElanco Animal Health Inc Nov 5, 6:30 AM ET

Elanco raises 2025 revenue and EBITDA guidance after 10% third-quarter sales gain

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗
CTVACorteva, Inc. Nov 4, 4:40 PM ET

Corteva Raises 2025 Guidance After Third-Quarter Sales Rise 13%

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗

Everus Construction Group raises 2025 guidance after Q3 revenue rises 29.7% to $986.8 million

Positive guidance Written later 2.027.01

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
Read the filing on SEC.gov ↗

Kratos Q3 revenue rises 26% to $347.6 million; raises 2025 revenue guidance

Positive guidance Written later 2.02

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
Read the filing on SEC.gov ↗
TOSTToast, Inc. Nov 4, 4:11 PM ET

Toast raises 2025 Adjusted EBITDA outlook to $610M-$620M as Q3 net income rises to $105M

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗
SKTTANGER INC. Nov 4, 4:07 PM ET

Tanger raises 2025 FFO guidance as third-quarter FFO rises to $0.60 per share

Positive guidance Written later 2.027.01

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.
Read the filing on SEC.gov ↗
DAVEDave Inc./DE Nov 4, 7:06 AM ET

Dave Q3 revenue rises 63% to $150.8 million; company raises 2025 guidance

Positive guidance Written later 2.02

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.
Read the filing on SEC.gov ↗
ENSGENSIGN GROUP, INC Nov 3, 4:18 PM ET

Ensign Group Q3 Diluted EPS Rises 6.0% to $1.42; Raises 2025 Guidance

Positive guidance Written later 2.02

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
Read the filing on SEC.gov ↗
SPGSIMON PROPERTY GROUP INC. Nov 3, 4:08 PM ET

Simon Property Group raises 2025 Real Estate FFO outlook as Q3 FFO rises 5.6%

Positive guidance Written later 2.027.01

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.
Read the filing on SEC.gov ↗
TGTXTG THERAPEUTICS, INC. Nov 3, 7:34 AM ET

TG Therapeutics Q3 net income $390.9 million; raises 2025 revenue guidance

Positive guidance Written later 2.02

TG Therapeutics reported third quarter 2025 total revenue of $161.7 million, up from $83.9 million a year earlier, and net income of $390.9 million, which includes a non-recurring income tax benefit of approximately $365.0 million. The company raised its full-year 2025 BRIUMVI U.S. net product revenue target to approximately $585 million and its global revenue target to approximately $600 million, and authorized a new $100 million share repurchase program.

  • Q3 2025 total revenue of $161.7 million, including BRIUMVI U.S. net revenue of $152.9 million, versus $83.9 million total revenue in Q3 2024
  • Net income of $390.9 million, including a non-recurring income tax benefit of approximately $365.0 million; operating income was $29.4 million
  • Full-year 2025 BRIUMVI U.S. net product revenue target raised to approximately $585 million from $570-$575 million; global revenue target raised to approximately $600 million from $585 million
  • Completed the prior $100 million share repurchase, buying about 3.5 million shares at an average $28.55; new $100 million program authorized
Read the filing on SEC.gov ↗
IDXXIDEXX LABORATORIES INC /DE Nov 3, 6:34 AM ET

IDEXX Raises 2025 Revenue and EPS Outlook After Q3 Revenue Rose 13%

Positive guidance Written later 2.02

IDEXX reported third quarter 2025 revenue of $1,105 million, up 13% as reported and 12% organic, and diluted EPS of $3.40, up 21%. The company raised its full-year 2025 revenue guidance to $4,270 million-$4,300 million and its EPS outlook to $12.81-$13.01, both signaling stronger expected results for shareholders.

  • Q3 2025 revenue of $1,105 million, up 13% as reported and 12% organic; CAG revenue up 14% and LPD up 17%.
  • Q3 diluted EPS of $3.40, up 21% as reported and 15% comparable; operating margin 32.1%, up 100 basis points.
  • 2025 revenue guidance raised to $4,270 million-$4,300 million from $4,205 million-$4,280 million; EPS outlook raised to $12.81-$13.01 from $12.40-$12.76.
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.