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).
CorVel reported results for the three months ended September 30, 2025, with revenue of $240 million, up from $224 million a year earlier, and diluted earnings per share of $0.54, up from $0.45. For the six months, revenue was $474 million and diluted EPS was $1.06, compared with $436 million and $0.87 a year earlier. The filing furnishes the November 4, 2025 press release and does not include guidance.
Q2 revenue of $240 million, up 7%; gross profit of $58.2 million, up 15%, at a 24% gross margin
Q2 diluted EPS of $0.54 versus $0.45 a year earlier; net income of $27.9 million
Six-month revenue of $474 million and diluted EPS of $1.06, versus $436 million and $0.87
Ended the quarter with $207 million in cash and no borrowings; repurchased $12.8 million of common stock
Leidos reported third-quarter fiscal 2025 results with revenue of $4.47 billion, up 7% from a year earlier, and net income of $369 million, or $2.82 per diluted share, up 5%. The company raised its fiscal 2025 non-GAAP diluted EPS guidance to $11.45 to $11.75 from $11.15 to $11.45 and held its revenue guidance at $17.00 to $17.25 billion.
Q3 revenue of $4.47 billion, up 7% year-over-year, including 6% organic growth
Non-GAAP diluted EPS of $3.05, up 4%; GAAP net income margin fell to 8.3% from 8.6%
FY25 non-GAAP diluted EPS guidance raised to $11.45 to $11.75 from $11.15 to $11.45
Quarterly dividend declared at $0.43 per share, up 7.5%, payable December 31, 2025
Vornado Realty Trust reported third-quarter 2025 results on November 3, 2025. Net income attributable to common shareholders was $11.6 million, or $0.06 per diluted share, versus a net loss of $19.2 million, or $0.10 per share, a year earlier. Funds from operations (FFO) rose to $117.4 million, or $0.58 per diluted share, from $99.3 million, or $0.50, which supports the view that core operating results improved year over year.
Q3 2025 net income attributable to common shareholders: $11.6 million, or $0.06 per diluted share, vs. a net loss of $19.2 million ($0.10) in Q3 2024
Q3 2025 FFO attributable to common shareholders plus assumed conversions: $117.4 million, or $0.58 per diluted share, vs. $99.3 million ($0.50)
Q3 2025 FFO, as adjusted (non-GAAP): $114.5 million, or $0.57 per diluted share, vs. $102.8 million ($0.52) in Q3 2024
Q3 2025 revenues: $453.7 million, vs. $443.3 million in Q3 2024
JBT Marel reported third quarter 2025 revenue of $1,001.3 million, up from $453.8 million a year earlier, and income from continuing operations of $66.8 million. The company raised its full year 2025 guidance, including revenue of $3,760 million to $3,790 million and adjusted EPS of $6.10 to $6.40, but its GAAP EPS guidance remains a loss of $1.05 to $0.75 per share.
Q3 2025 diluted EPS from continuing operations was $1.28, versus $1.18 in Q3 2024; adjusted EPS was $1.94, versus $1.76.
Full year 2025 guidance: revenue of $3,760 million to $3,790 million and adjusted EBITDA margin of 15.75% to 16.0%.
GAAP EPS guidance for full year 2025 is a loss of $1.05 to $0.75, reflecting a $147 million non-cash pension settlement charge in the first quarter.
The company plans to realign its reporting into two segments in Q4 2025 and expects in-year synergy savings of $40 million to $45 million.
Primoris Services reported third-quarter 2025 revenue of $2,178.4 million, up 32.1% from a year earlier, and net income of $94.6 million, or $1.73 per diluted share, compared with $1.07 a year earlier. The company raised its full-year 2025 net income, EPS and Adjusted EBITDA guidance, and its board declared an $0.08 per share cash dividend payable January 15, 2026.
Q3 2025 revenue $2,178.4 million, up $529.3 million (32.1%), led by the Energy and Utilities segments
Full-year 2025 net income guidance raised to $260.5 million to $271.5 million; diluted EPS guidance raised to $4.75 to $4.95
Full-year 2025 Adjusted EBITDA guidance raised to $510 million to $530 million
Gross profit as a percentage of revenue fell to 10.8% from 12.0% a year earlier
HealthStream reported third-quarter 2025 revenue of $76.5 million, up 4.6%, and net income of $6.1 million, up 6.3%, with diluted EPS of $0.20 versus $0.19 a year earlier. The company narrowed its full-year 2025 guidance ranges, with revenue now expected at $299.5 million to $301.5 million, versus the prior $297.5 million to $303.5 million, while the midpoints of the revenue, net income and adjusted EBITDA ranges are unchanged.
Q3 2025 revenue was $76.5 million, up from $73.1 million; operating income rose 16.5% to $7.6 million.
Full-year 2025 revenue guidance is $299.5 million to $301.5 million; adjusted EBITDA guidance is $69.5 million to $71.5 million.
The Board declared a quarterly dividend of $0.031 per share, payable November 28, 2025 to holders of record on November 17, 2025.
The Virsys12 acquisition closed October 8, 2025, for $13.0 million in cash plus up to $4.0 million contingent on performance.
RingCentral reported third quarter 2025 revenue of $639 million, up 5% year over year, and GAAP net income per diluted share of $0.19, compared with a loss of $0.09 a year earlier. The company raised its full-year 2025 free cash flow guidance to $525 million to $530 million and gave fourth quarter revenue guidance of $638 million to $646 million.
Total revenue was $639 million, up 5% from $609 million in Q3 2024; subscriptions revenue rose 6% to $616 million.
GAAP net income per diluted share was $0.19 versus a loss of $0.09; non-GAAP diluted EPS was $1.13 versus $0.95.
Free cash flow was $130 million, up 23% year over year, and full-year 2025 free cash flow guidance was raised to $525 million to $530 million.
The company repurchased $117 million of stock in Q3 and has approximately $384 million remaining under its total authorization.
Addus HomeCare reported third-quarter 2025 results on November 3, 2025, with net service revenues up 25.0% to $362.3 million and net income of $22.8 million, or $1.24 per diluted share, compared with $1.10 a year earlier. The company also completed its $7.4 million purchase of the personal care operations of Del Cielo Home Care Services in Texas on October 1, 2025.
Net income was $22.8 million for the quarter, compared with $20.2 million a year earlier; adjusted net income per diluted share was $1.56, compared with $1.30.
Adjusted EBITDA rose 31.6% to $45.1 million from $34.3 million.
Del Cielo serves about 700 clients in the Coastal Bend region of Texas and has annualized revenues of about $12.5 million.
As of September 30, 2025, the company had cash of $101.9 million and bank debt of $154.3 million.
Innovex International reported third-quarter 2025 revenue of $240 million, up 7% from $224.2 million in the prior quarter, and net income of $39.2 million, up from $15.3 million. Net income included a $40.9 million gain on sale of assets, and Adjusted EBITDA fell to $43.6 million from $46.6 million as margin declined to 18% from 21%. The company guided fourth-quarter revenue to $235 million to $245 million and Adjusted EBITDA to $42 million to $47 million.
Q3 2025 revenue $240.0 million vs. $224.2 million in Q2 2025 and $151.8 million in Q3 2024
Net income $39.2 million, or $0.57 per diluted share, vs. $0.22 per diluted share in Q2 2025; Q3 2024 net income was $82.6 million
Adjusted EBITDA $43.6 million, margin 18%, vs. $46.6 million and 21% in Q2 2025; company cites Eldridge facility relocation costs
Q4 2025 guidance: revenue $235 million to $245 million; Adjusted EBITDA $42 million to $47 million
Ormat Technologies reported third-quarter 2025 total revenue of $249.7 million, up 17.9% from a year earlier, and net income attributable to stockholders of $24.1 million, up 9.3%. The company raised its 2025 guidance, now projecting total revenues of $960 million to $980 million and adjusted EBITDA of $575 million to $593 million, which signals higher expected full-year results for shareholders.
Q3 2025 diluted EPS was $0.39, up 8.3% from $0.36; adjusted diluted EPS was $0.41, down from $0.42.
Q3 adjusted EBITDA was $138.4 million, up 0.6%; Product segment revenue rose 66.6% and Energy Storage revenue rose 108.1%.
Product segment backlog was approximately $295 million as of November 3, 2025.
Board declared a quarterly dividend of $0.12 per share, payable December 1, 2025, to holders of record as of November 17, 2025.
Crescent Energy reported third-quarter 2025 total revenues of $866.6 million, up from $744.9 million a year earlier, and a net loss attributable to the company of $9.5 million, or $0.04 per share, compared with a $9.9 million loss, or $0.07 per share, in the prior-year quarter. The company also improved its 2025 capital outlook by about 4% and is pursuing an approximately $3.1 billion all-stock acquisition of Vital Energy, expected to close in late fourth quarter 2025.
Q3 total revenues were $866.6 million versus $744.9 million; net loss attributable to Crescent was $9.5 million ($0.04 per share) versus $9.9 million ($0.07 per share) a year earlier.
Operating cash flow was $473 million, levered free cash flow $204 million and Adjusted EBITDAX $487 million; Adjusted Net Income was $88 million.
The 2025 capital outlook improved about 4% versus the original outlook, with production maintained when adjusted for divestitures.
Vital Energy acquisition valued at about $3.1 billion, inclusive of net debt; more than $700 million of non-core divestitures signed in September and October 2025.
Comstock Resources reported third quarter 2025 results, with net income of $118 million ($0.40 per diluted share) compared with a net loss of $25.7 million a year earlier. The result includes a $116.4 million unrealized hedging gain, and adjusted net income was $27.9 million ($0.09 per share), which management attributes largely to higher natural gas prices. The company also said it expects to close the $430 million Shelby Trough sale in December 2025 and use the proceeds to reduce long-term debt.
Total revenues were $449.9 million, up from $304.5 million in the third quarter of 2024.
Natural gas and oil sales including realized hedging gains were $335 million; operating cash flow was $190 million ($0.65 per diluted share).
Adjusted net income was $27.9 million ($0.09 per diluted share), compared with an adjusted net loss of $48.5 million a year earlier.
The $430 million Shelby Trough divestiture, agreed October 10, 2025, is expected to close in December 2025.
Fabrinet reported fiscal first-quarter 2026 results for the quarter ended September 26, 2025, with revenue of $978.1 million and GAAP diluted EPS of $2.66, both up from the prior-year quarter. The company said revenue was above its guidance range and issued second-quarter guidance of $1.05 billion to $1.10 billion in revenue and $2.91 to $3.06 in GAAP diluted EPS.
Q1 revenue was $978.1 million, up from $804.2 million a year earlier.
GAAP net income was $95.9 million, or $2.66 per diluted share, versus $77.4 million, or $2.13, a year earlier.
Non-GAAP diluted EPS was $2.92, compared with $2.39 a year earlier.
Q2 guidance (quarter ending December 26, 2025): revenue of $1.05 billion to $1.10 billion; GAAP diluted EPS of $2.91 to $3.06.
BWX Technologies reported third-quarter 2025 revenue of $866.3 million, up 29% from $672.0 million a year earlier, and GAAP diluted EPS of $0.89, up from $0.76. The company raised its 2025 non-GAAP EPS guidance to $3.75-$3.80 from $3.65-$3.75 and introduced a preliminary 2026 outlook for low-double-digit to low-teens adjusted EBITDA growth, which gives shareholders higher earnings expectations for the year.
Revenue was $866.3 million versus $672.0 million a year earlier; Commercial Operations revenue rose 122% to $251.0 million.
GAAP net income was $82.2 million versus $69.6 million, and non-GAAP EPS was $1.00 versus $0.83.
2025 non-GAAP EPS guidance was raised to $3.75-$3.80 from $3.65-$3.75; adjusted EBITDA guidance was narrowed to about $570 million, the mid-point of the prior range.
Backlog reached $7.4 billion, up 119% year over year, driven by large, multi-year special materials projects.
ONE Gas reported third-quarter 2025 net income of $26.5 million, or $0.44 per diluted share, up from $19.3 million, or $0.34, a year earlier. The company narrowed its 2025 diluted EPS guidance to $4.34 to $4.40 from $4.32 to $4.42, with the midpoint unchanged, and declared a quarterly dividend of $0.67 per share for shareholders.
Q3 2025 net income was $26.5 million, or $0.44 per diluted share, versus $19.3 million, or $0.34, in Q3 2024.
Year-to-date 2025 net income was $177.9 million, or $2.94 per diluted share, versus $145.8 million, or $2.56, a year earlier.
2025 diluted EPS guidance narrowed to $4.34 to $4.40 from $4.32 to $4.42; net income guidance is $262 million to $266 million.
Dividend of $0.67 per share is payable December 1, 2025, to holders of record on November 14, 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
Upwork reported third-quarter 2025 revenue of $201.7 million, up 4% year over year, and net income of $29.3 million, up 6%. The company raised its full-year 2025 revenue and adjusted EBITDA guidance, while its fourth-quarter revenue guidance of $193 million to $198 million is below the third-quarter result.
Q3 2025 revenue of $201.7 million, up 4% year over year; net income of $29.3 million, up 6%
Diluted EPS of $0.21 versus $0.20 in Q3 2024; adjusted EBITDA of $59.6 million, up 38%
Full-year 2025 revenue guidance raised to $782 million to $787 million; adjusted EBITDA guidance raised to $222 million to $225 million
Q4 2025 revenue guidance of $193 million to $198 million; Q4 adjusted EBITDA guidance of $49 million to $52 million
Solaris Energy Infrastructure reported third quarter 2025 revenue of $167 million, up 12% from the second quarter, and net income of $25 million, or $0.31 per diluted share. The company raised its fourth quarter 2025 Total Adjusted EBITDA guidance to $65-70 million from $58-63 million and issued first quarter 2026 guidance of $70-75 million, while its Logistics Solutions segment revenue and EBITDA declined.
Revenue of $167 million rose 12% from the second quarter of 2025; Solaris Power Solutions revenue of $105 million rose 39%.
Net income of $25 million, or $0.31 per diluted share, compared with $0.30 per diluted share in the second quarter of 2025.
Fourth quarter 2025 Total Adjusted EBITDA guidance raised to $65-70 million from $58-63 million; first quarter 2026 guidance set at $70-75 million.
Logistics Solutions revenue fell 16% to $62 million and segment Adjusted EBITDA fell 23% to $17 million.
Safety Insurance Group reported third quarter 2025 net income of $28.3 million, or $1.91 per diluted share, up from $25.9 million, or $1.73, a year earlier. The combined ratio improved to 98.9% from 100.7%, and the board approved a $0.92 quarterly dividend. The company also said it intends to resume share repurchases, with $44.76 million remaining under its $200 million authorization.
Net income of $28.3 million, or $1.91 per diluted share, versus $25.9 million, or $1.73, in Q3 2024
Non-GAAP operating income of $1.48 per diluted share, versus $1.10 in Q3 2024
Net earned premiums rose 12.5% to $291.0 million; combined ratio improved to 98.9% from 100.7%
Quarterly dividend of $0.92 per share, payable December 15, 2025 to holders of record on December 1, 2025
ZoomInfo reported third-quarter 2025 revenue of $318.0 million, up 5% from a year earlier, and GAAP net income of $38.7 million, up from $23.8 million. The company raised its full-year 2025 GAAP revenue guidance to $1.237 billion-$1.240 billion from $1.215 billion-$1.225 billion and its adjusted EPS guidance to $1.04-$1.06 from $0.99-$1.01. Unlevered free cash flow fell 14% to $95.3 million, and the company repurchased $86.6 million of its stock during the quarter.
Q3 2025 revenue was $318.0 million, up 5% year-over-year; GAAP operating income was $67.5 million versus $43.5 million a year earlier.
Diluted GAAP EPS was $0.12 versus $0.07; adjusted diluted EPS was $0.28, unchanged from the prior year.
Full-year 2025 GAAP revenue guidance was raised to $1.237-$1.240 billion; Q4 2025 revenue is guided to $307-$310 million.
The company repurchased 8.3 million shares at an average price of $10.46 for $86.6 million in the quarter.
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.
Sterling Infrastructure reported third quarter 2025 revenue of $689.0 million, up from $593.7 million a year earlier, and net income of $92.1 million, or $2.97 per diluted share, versus $1.97 a year earlier. The company raised its full year 2025 guidance, with diluted EPS now expected at $8.73 to $8.87, and Building Solutions revenue declined 1% in the quarter.
Q3 2025 revenue of $689.0 million versus $593.7 million in Q3 2024; net income of $92.1 million, or $2.97 per diluted share, versus $1.97
Full year 2025 guidance: net income of $270 million to $275 million and diluted EPS of $8.73 to $8.87
Full year 2025 adjusted diluted EPS guidance of $10.35 to $10.52, a non-GAAP measure
Management conference call scheduled for November 4, 2025 at 9:00 a.m. ET
V2X reported third-quarter 2025 revenue of $1.17 billion, up 8% from a year earlier, and net income of $24.6 million, up from $15.1 million. The company raised the midpoints of its 2025 guidance for revenue, adjusted EBITDA, and adjusted diluted EPS, but lowered the midpoint of its adjusted operating cash flow outlook, which it attributed to possible timing delays in collections.
Third-quarter revenue of $1.17 billion, up 8% year over year; diluted EPS of $0.77 versus $0.47 a year earlier
Adjusted diluted EPS of $1.37, up 6% year over year; adjusted EBITDA of $85.2 million
2025 revenue guidance now $4,425 million to $4,500 million, up from $4,375 million to $4,500 million (in millions of dollars)
2025 adjusted operating cash flow guidance lowered to $120 million to $150 million from $150 million to $170 million
Lattice Semiconductor reported third-quarter 2025 revenue of $133.3 million, up 4.9% from a year earlier and 7.6% from the prior quarter, with non-GAAP earnings of $0.28 per diluted share. GAAP net income fell to $2.8 million, or $0.02 per diluted share, from $7.2 million a year earlier, and the company guided fourth-quarter revenue to $138 million to $148 million. Shareholders get higher revenue and non-GAAP profit, but GAAP profit is lower than a year ago.
Q3 2025 revenue was $133.3 million, up 7.6% from Q2 2025 and 4.9% from Q3 2024.
GAAP net income was $2.8 million, or $0.02 per diluted share, versus $7.2 million, or $0.05, in Q3 2024; GAAP operating loss was $1.5 million.
Non-GAAP net income per diluted share was $0.28, compared with $0.24 in both Q2 2025 and Q3 2024.
Q4 2025 guidance: revenue of $138 million to $148 million and non-GAAP net income of $0.30 to $0.34 per share.
Diamondback Energy reported third quarter 2025 net income attributable to the company of $1,018 million, or $3.51 per diluted share, up from $659 million, or $3.19 per share, a year earlier. Total revenues rose to $3,924 million from $2,645 million, and the company raised its full-year 2025 oil production guidance to 495 - 498 MBO/d while narrowing its capital spending range.
Q3 2025 net income attributable to Diamondback was $1,018 million ($3.51 diluted EPS), versus $659 million ($3.19) in Q3 2024.
Total return of capital in Q3 2025 was $892 million, including $603 million of share repurchases and the $1.00 per share base dividend payable November 20, 2025.
Full-year 2025 oil production guidance was raised to 495 - 498 MBO/d; cash capital expenditures were narrowed to $3.45 - $3.55 billion.
Closed divestitures of Environmental Disposal Systems on October 1 ($694 million upfront cash) and EPIC Crude interest on October 31 ($504 million upfront cash).
Qorvo reported fiscal 2026 second-quarter results for the quarter ended September 27, 2025, with GAAP revenue of $1.1 billion, up 1.1% from a year earlier, and GAAP diluted EPS of $1.28 versus a loss of $0.18 in the prior-year quarter. The company guided to December quarter revenue of about $985 million, plus or minus $50 million, and non-GAAP diluted EPS of $1.85, plus or minus 20 cents, which the filing presents as the outlook for shareholders to weigh.
GAAP revenue was $1,058.5 million, up $12.0 million, or 1.1%, from $1,046.5 million a year earlier
GAAP operating income was $157.7 million, versus $9.7 million a year earlier; non-GAAP operating income was $252.6 million
Non-GAAP diluted EPS was $2.22, versus $1.88 a year earlier; non-GAAP gross margin was 49.7%
December 2025 quarter outlook: revenue of about $985 million, plus or minus $50 million; non-GAAP gross margin of 47% to 49%
Berkshire Hathaway reported third-quarter 2025 net earnings attributable to shareholders of $30,796 million, up from $26,251 million a year earlier, and operating earnings of $13,485 million, up from $10,090 million. For the first nine months, net earnings were $47,769 million, down from $69,301 million, while operating earnings rose to $34,286 million from $32,910 million. The release says investment gains and losses can distort per-share results, so shareholders are directed to the 10-Q for fuller detail.
Third-quarter 2025 net earnings were $30,796 million, including investment gains of $17,311 million.
Third-quarter 2025 operating earnings were $13,485 million, versus $10,090 million in the third quarter of 2024.
First nine months 2025 net earnings were $47,769 million, versus $69,301 million in the same period of 2024, and included a $3,760 million other-than-temporary impairment of Kraft Heinz.
Insurance float was approximately $176 billion at September 30, 2025, up $5 billion since yearend 2024.
NAPCO Security Technologies reported results for the three months ended September 30, 2025, showing net revenue of $49.2 million, up 11.7% from a year earlier, and net income of $12.2 million, up 8.8%. Diluted earnings per share rose to $0.34 from $0.30, and the board declared a quarterly dividend of $0.14 per share payable January 2, 2026.
Net revenue was $49.2 million, up 11.7%; gross profit margin was 56.6% versus 55.9% a year earlier
Diluted EPS was $0.34 versus $0.30; net income was $12.2 million versus $11.2 million
Cash flows from operating activities were $11.6 million, down 3.2% year over year
Board declared a $0.14 per share dividend payable January 2, 2026, to holders of record on December 12, 2025
Public Service Enterprise Group reported third-quarter 2025 net income of $622 million, or $1.24 per diluted share, up from $520 million, or $1.04, a year earlier. Non-GAAP operating earnings rose to $1.13 per share from $0.90, and management narrowed its 2025 non-GAAP operating earnings guidance to the upper half of its range, which matters to shareholders because it points to results at the higher end of the company's expectations.
Q3 net income was $622 million ($1.24 per diluted share), compared with $520 million ($1.04) in Q3 2024.
Q3 non-GAAP operating earnings were $565 million ($1.13 per share), compared with $448 million ($0.90) a year earlier.
2025 non-GAAP operating earnings guidance was narrowed to $4.00 to $4.06 per share, from $3.94 to $4.06 previously.
Summer electric bills rose nearly 20%, which management attributed to a supply-demand imbalance and PJM capacity market results passed through to customers.
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
Affiliated Managers Group reported third-quarter 2025 results on November 3, with revenue of $528.0 million, up from $516.4 million a year earlier, and net income attributable to the controlling interest of $212.4 million, up from $123.6 million. The results include a gain of approximately $100 million on the Peppertree transaction, while net client cash inflows were approximately $9 billion in the quarter. The board also declared a $0.01 per share quarterly dividend, payable November 28, 2025.
Diluted EPS was $6.87 versus $3.78 a year earlier; Economic EPS was $6.10 versus $4.82, growth of 27%.
Revenue was $528.0 million versus $516.4 million; total consolidated expenses rose to $409.2 million from $374.7 million.
Net income includes a gain of approximately $100 million on the Peppertree transaction, which is excluded from Adjusted EBITDA.
Quarterly dividend of $0.01 per share is payable November 28, 2025 to holders of record on November 13, 2025.
Krystal Biotech reported third-quarter 2025 product revenue of $97.8 million, up from $83.8 million a year earlier, and net income of $79.4 million, or $2.66 per diluted share, versus $27.2 million, or $0.91, in the prior-year quarter. Net income was helped by a $31.4 million income tax benefit, and the company had $864.2 million in cash and investments at quarter end.
Q3 2025 product revenue, net was $97.8 million versus $83.8 million in Q3 2024.
Q3 2025 net income was $79.4 million ($2.66 diluted per share), including a $31.4 million income tax benefit.
Income from operations was $41.4 million versus $22.5 million a year earlier.
FY 2025 non-GAAP combined R&D and SG&A expense guidance is $145.0 million to $155.0 million.
Kontoor Brands reported third quarter 2025 revenue of $853 million, up 27% from a year earlier, and adjusted EPS of $1.44, up 5%. The company raised its full-year 2025 outlook, now expecting adjusted EPS of about $5.50, up from $5.45, and adjusted operating income of about $449 million, up from $443 million.
Q3 revenue was $853 million, up 27%, including a 2-point impact from a shift in shipment timing to the fourth quarter.
Adjusted EPS was $1.44, up 5%; reported diluted EPS was $0.66, versus $1.26 a year earlier.
Full-year 2025 adjusted EPS is now expected at about $5.50 (prior $5.45); adjusted operating income at about $449 million (prior $443 million).
Board declared a regular quarterly dividend of $0.53 per share, payable December 18, 2025.
Liquidia reported third quarter 2025 results for the period ended September 30, 2025. Total revenue was $54.3 million, including $51.7 million of YUTREPIA product sales, compared with $4.4 million a year earlier, and the company posted $1.8 million of operating income after a $29.2 million operating loss in the prior-year quarter. Shareholders should note that the filing says YUTREPIA's approval and sales remain subject to ongoing litigation with United Therapeutics, which could block sales for one or both indications.
Total revenue was $54.3 million, versus $4.4 million in the third quarter of 2024; product sales of YUTREPIA were $51.7 million.
Operating income was $1.8 million, compared with an operating loss of $29.2 million a year earlier.
Net loss was $3.5 million, or $0.04 per share, versus $31.0 million, or $0.40 per share, a year earlier.
Cash and cash equivalents were $157.5 million at September 30, 2025, down from $176.5 million at December 31, 2024; SG&A expenses rose to $40.1 million.
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.
Loews Corporation reported third-quarter 2025 net income of $504 million, or $2.43 per share, up from $401 million, or $1.82 per share, a year earlier. Revenues were $4.671 billion versus $4.466 billion, with CNA Financial and Boardwalk Pipelines driving the gain, and the company reported book value per share of $88.39 as of September 30, 2025.
Net income attributable to Loews was $504 million ($2.43 per share) for Q3 2025, compared with $401 million ($1.82 per share) in Q3 2024.
CNA Financial net income attributable to Loews rose to $371 million from $259 million, helped by lower catastrophe losses ($41 million versus $143 million).
Boardwalk Pipelines net income rose to $94 million from $77 million, and Loews Hotels' net loss narrowed to $3 million from $8 million.
Loews repurchased 0.6 million shares for $56 million in Q3 2025 and a further 0.3 million shares for $29 million from October 1 to October 31, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.