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).
NW Natural Holdings reported a third-quarter 2025 net loss of $29.9 million, or $0.73 per share, compared with a net loss of $0.71 per share a year earlier. For the first nine months, it reported net income of $1.36 per share versus $0.88 a year earlier, and it expects 2025 results to be above the midpoint of its updated GAAP EPS guidance range of $2.59 to $2.79, with the update reflecting transaction and business development costs.
Q3 2025 net loss of $0.73 per share, compared with a $0.71 per share net loss in Q3 2024
Nine-month 2025 net income of $1.36 per share, compared with $0.88 per share a year earlier
2025 GAAP EPS guidance of $2.59 to $2.79 updated; company expects results above the midpoint
Quarterly dividend of $0.4925 per share declared, payable Nov. 14, 2025
Kodiak Gas Services reported a third-quarter 2025 net loss attributable to common shareholders of $14.0 million, or $0.17 per diluted share, compared with net income of $39.5 million in the second quarter. The loss included a $33.3 million loss on disposal of its Mexico operations and a $28.0 million sales and use tax reserve, while adjusted net income was $31.5 million, or $0.36 per adjusted diluted share. The company raised its full-year 2025 discretionary cash flow guidance to $450 million to $470 million and kept its other guidance metrics unchanged.
Q3 2025 total revenues were $322.7 million, compared with $324.6 million in Q3 2024.
Net loss of $14.0 million included a $33.3 million loss on the Mexico disposal and a $28.0 million sales tax reserve increase.
Discretionary cash flow was $116.7 million, up 13.2% from Q3 2024.
Full-year 2025 discretionary cash flow guidance was raised to $450 million to $470 million; the company also declared a quarterly dividend of $0.49 per share.
On November 4, 2025, Bloom Energy issued $2.5 billion of 0% convertible senior notes maturing November 15, 2030, including $300 million from the full exercise of the initial purchasers' option. Concurrently, it agreed to exchange $532.8 million of 2028 notes and $443.1 million of 2029 notes for cash and Class A shares, and the filing says the notes could be converted into a maximum of 19,554,000 shares, which may dilute existing shareholders.
$2.5 billion principal of notes issued November 4, 2025, including $300 million from the option exercise
Initial conversion price of about $194.97 per share, a premium of about 52.50% over the $127.85 last reported sale price on October 30, 2025
Exchange transactions use about $988.4 million of cash and about 24.3 million and 18.1 million Class A shares to retire existing 2028 and 2029 notes
Ovintiv reported third-quarter 2025 net earnings of $148 million, or $0.57 per diluted share, down from $507 million in the same period of 2024. The quarter included a $108 million after-tax non-cash impairment, and total revenues fell to $2.07 billion from $2.32 billion. The company raised its full-year 2025 production guidance while keeping its capital investment range unchanged, and declared a $0.30 per share quarterly dividend.
Q3 2025 net earnings were $148 million ($0.57 per diluted share), versus $507 million ($1.92 per diluted share) in Q3 2024; the quarter included a $108 million after-tax ceiling test impairment.
Full-year 2025 production guidance raised to 610 to 620 MBOE/d from 600 to 620 MBOE/d; full-year capital investment maintained at $2.125 billion to $2.175 billion.
Q3 2025 cash from operating activities was $812 million and Non-GAAP Free Cash Flow was $351 million.
Board declared a $0.30 per share dividend, payable December 31, 2025, to holders of record on December 15, 2025.
California Resources reported third-quarter 2025 results, with total operating revenues of $855 million, down from $1.35 billion a year earlier and $978 million in the second quarter. GAAP net income was $64 million ($0.76 per diluted share), while adjusted net income rose to $123 million from $98 million in the prior quarter, and the board raised the quarterly dividend 5% to $0.405 per share. The company also gave fourth-quarter 2025 guidance and said the pending Berry Corporation merger is expected to close in the first quarter of 2026.
Q3 2025 net income was $64 million, down from $172 million in Q2 2025 and $345 million in Q3 2024; adjusted net income was $123 million, up from $98 million in Q2 2025
Total operating revenues were $855 million, compared with $978 million in Q2 2025 and $1.35 billion in Q3 2024
Quarterly dividend raised 5% to $0.405 per share, payable December 15, 2025; $205 million remained for share repurchases as of September 30, 2025
Fourth-quarter 2025 guidance includes net production of 131 to 135 MBoe/d and adjusted EBITDAX of $220 million to $260 million
Chord Energy reported third quarter 2025 results, with net income of $130.1 million ($2.26 per diluted share), down from $225.3 million ($3.59 per diluted share) a year earlier, while oil, NGL and natural gas revenue fell to $966.8 million from $1,121.0 million. The company raised its full-year 2025 oil volume guidance, closed the $542.2 million acquisition of Williston Basin assets from XTO Energy on October 31, 2025, and declared a $1.30 per share base dividend.
Q3 2025 net income was $130.1 million ($2.26 per diluted share), versus $225.3 million ($3.59 per diluted share) in Q3 2024 and a net loss of $6.77 per diluted share in Q2 2025.
Oil, NGL and natural gas revenue was $966.8 million, compared with $1,121.0 million in Q3 2024.
FY25 oil volume guidance was raised, with FY25 CapEx guidance of $1.35 billion at midpoint unchanged excluding $15 million added for XTO volumes.
A base dividend of $1.30 per share is payable December 5, 2025 to holders of record on November 19, 2025; $83.0 million was spent on share repurchases in Q3.
The Andersons reported third quarter 2025 results, with sales and merchandising revenues of $2.68 billion, up from $2.62 billion a year earlier. Net income attributable to the company fell to $20 million from $27 million, and diluted EPS fell to $0.59 from $0.80, while adjusted EPS rose to $0.84 from $0.72. Shareholders face a mix of higher sales and adjusted earnings alongside lower reported profit and adjusted EBITDA of $78 million, down from $97 million.
Net income attributable to The Andersons was $20 million, or $0.59 per diluted share, versus $27 million, or $0.80, in Q3 2024
Adjusted net income attributable to the company was $29 million, or $0.84 per diluted share, versus $0.72 a year earlier
Adjusted EBITDA was $78 million versus $97 million in Q3 2024; Agribusiness pretax income was $1 million versus $23 million
Renewables pretax income was $43 million, including $20 million of 2025 year-to-date 45Z tax credits; a conference call is set for November 5, 2025 at 8:30 a.m. ET
LTC Properties reported a third-quarter 2025 net loss available to common stockholders of $20.1 million, or $0.44 per diluted share, compared with net income of $29.2 million, or $0.66 per diluted share, a year earlier. The loss reflects a $41.5 million non-cash write-off of straight-line effective interest tied to a penalty-free prepayment option granted to a borrower, while total revenues rose to $69.3 million from $55.8 million and diluted Core FFO per share was $0.69 versus $0.68. The company raised its full-year 2025 guidance, which now includes diluted earnings per share of $2.45 to $2.47.
Q3 2025 total revenues were $69.3 million, up from $55.8 million in Q3 2024.
Net loss available to common stockholders was $20.1 million, or $0.44 per diluted share, including a $41.5 million non-cash write-off.
Diluted Core FFO per share was $0.69 for Q3 2025, compared with $0.68 a year earlier.
Full-year 2025 guidance raised: diluted EPS $2.45 to $2.47 and diluted Core FFO per share $2.69 to $2.71.
Kyndryl reported fiscal second-quarter 2026 revenue of $3.7 billion, down 1% year over year, while net income rose to $68 million, or $0.29 per diluted share, from a net loss of $43 million a year earlier. The company reaffirmed its fiscal 2026 outlook and announced a $400 million increase to its share repurchase authorization, which matters to shareholders because it reflects both a profit swing and a larger capital return program alongside a revenue decline.
Revenue was $3.7 billion, down 1% reported and down 3.7% in constant currency, which the company attributed to reducing low-margin third-party content and longer sales cycles.
Net income was $68 million, or $0.29 per diluted share, versus a net loss of $43 million, or $0.19 per share, in the prior-year quarter.
Adjusted EBITDA was $641 million, up 15% year over year; free cash flow was $22 million.
The board added $400 million to the share repurchase program, on top of the $300 million program from November 2024, under which 7.3 million shares had been repurchased for $249 million as of September 30, 2025.
IFF reported third quarter 2025 results, with reported net sales down 8% to $2.69 billion and reported diluted EPS of $0.16 versus $0.23 a year earlier. The company reaffirmed its full-year 2025 sales and adjusted operating EBITDA guidance and said it will revise prior-period financial statements for income tax errors in its Form 10-Q, expected by November 10, 2025.
Q3 reported net sales $2.69 billion, down 8%; comparable currency neutral sales were flat
Q3 reported diluted EPS $0.16 vs $0.23 a year earlier; adjusted EPS excluding amortization $1.05; adjusted operating EBITDA $519 million
Full-year 2025 guidance reaffirmed: sales $10.6 billion to $10.9 billion and adjusted operating EBITDA $2 billion to $2.15 billion
Nine-month results include a $1.153 billion goodwill impairment and a net loss attributable to IFF shareholders of $392 million
Live Nation reported third-quarter 2025 revenue of $8.5 billion, up 11%, and operating income of $793 million, up 24%. Diluted earnings per share fell to $0.73 from $1.66 a year earlier, mainly because of a $259.9 million accretion charge on redeemable noncontrolling interests, so shareholders see strong operating growth alongside lower per-share profit. The company said it remains on track for double-digit AOI growth for the full year.
Revenue of $8.5 billion, up 11%; operating income of $793 million, up 24%; adjusted operating income (AOI) of $1.03 billion, up 14%
Diluted EPS of $0.73 versus $1.66 a year earlier; net income attributable to common stockholders of $431.5 million versus $451.8 million
Accretion of redeemable noncontrolling interests of $259.9 million reduced net income available to common stockholders to $171.6 million
Company says it is on track for double-digit AOI growth for the full year 2025 and about 160 million concert fans
Jackson Financial reported third-quarter 2025 net income attributable to common shareholders of $65 million, or $0.92 per diluted share, compared with a loss of $480 million, or $6.37 per share, a year earlier. Total revenues fell to $1,416 million from $2,121 million, while adjusted operating earnings rose to $433 million, or $6.16 per diluted share, from $350 million, or $4.60 per share.
Net income attributable to common shareholders: $65 million, or $0.92 per diluted share, versus a $480 million loss, or $6.37 per share, in Q3 2024
Adjusted operating earnings: $433 million, or $6.16 per diluted share, versus $350 million, or $4.60 per share, in Q3 2024
Total revenues: $1,416 million, down from $2,121 million in Q3 2024
Capital returned to common shareholders in Q3 2025: $210 million, including $154 million of share repurchases and $56 million in dividends
Supernus reported third-quarter 2025 total revenue of $192.1 million, up 9% from a year earlier, but posted a net loss of $45.1 million, or $0.80 per diluted share, compared with net earnings of $38.5 million a year earlier. The company raised its full-year 2025 revenue guidance and narrowed its operating loss guidance, but said supplier constraints are forcing it to pause new ONAPGO patient deliveries while it rebuilds inventory.
Total revenue was $192.1 million for the quarter, up 9%; combined revenue of the four growth products rose 52% to $149.2 million.
Net loss was $45.1 million ($0.80 per diluted share), driven by higher SG&A that included approximately $70.0 million of Sage acquisition-related costs.
Full-year 2025 total revenue guidance was raised to $685 million to $705 million from $670 million to $700 million; GAAP operating loss guidance is now $(65) million to $(75) million, versus $(70) million to $(80) million previously.
Supernus is pausing delivery to patients who have not yet started ONAPGO and will provide timely updates on resolving the supply constraint.
Equitable Holdings reported a third-quarter 2025 net loss attributable to Holdings of $1.3 billion, or $(4.47) per share, compared with a $132 million loss a year earlier, mainly due to a one-time impact from its life reinsurance transaction with RGA. Non-GAAP operating earnings fell to $455 million, or $1.48 per share, from $517 million, or $1.58 per share, a year earlier, though the company said it remains on track for its 2027 targets.
Net loss attributable to Holdings of $1.3 billion, or $(4.47) per share, versus a $132 million loss, or $(0.46) per share, in Q3 2024; primarily driven by a one-time impact from the life reinsurance transaction
Non-GAAP operating earnings of $455 million, or $1.48 per share, versus $517 million, or $1.58 per share, a year earlier; $510 million, or $1.67 per share, excluding notable items
Retirement net inflows of $1.1 billion and Wealth Management advisory net inflows of $2.2 billion; Asset Management net outflows of $2.3 billion, or inflows of $1.7 billion excluding the RGA transaction
On October 27, the company announced the acquisition of Stifel Independent Advisors, with more than 110 advisors and about $9 billion of client assets
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.
Macerich reported a third-quarter 2025 net loss attributable to the company of $87.4 million, or $0.34 per diluted share, compared with a $108.2 million loss, or $0.50 per share, a year earlier. Total revenues rose to $253.3 million from $220.2 million, but FFO excluding certain items fell to $0.35 per diluted share from $0.38, so the results point in mixed directions for shareholders.
Q3 2025 net loss attributable to the company was $87.4 million ($0.34 per diluted share), versus $108.2 million ($0.50) in Q3 2024.
Total revenues were $253.3 million, up from $220.2 million a year earlier.
FFO excluding certain items was $93.4 million ($0.35 per diluted share), versus $86.0 million ($0.38) in Q3 2024.
Go-Forward Portfolio Centers NOI, excluding lease termination income, rose 1.7%; a quarterly dividend of $0.17 per share is payable December 29, 2025.
Match Group reported third-quarter 2025 results for the period ended September 30, 2025. Revenue rose 2% to $914 million and net income attributable to shareholders rose 18% to $161 million, while Adjusted EBITDA fell 12% to $301 million, which the company says includes a $61 million legal settlement charge. The company also expects fourth-quarter revenue of $865 million to $875 million and declared a $0.19 per share dividend.
Q3 revenue was $914 million, up 2% year over year; Payers fell 5% to 14.5 million while revenue per payer rose 7% to $20.58.
Adjusted EBITDA was $301 million, down 12%; excluding a $61 million legal settlement charge and $2 million of restructuring costs, it would have been $364 million, up 6%.
For Q4 2025, Match Group expects revenue of $865 million to $875 million and Adjusted EBITDA of $350 million to $355 million.
The Board declared a $0.19 per share cash dividend, payable January 21, 2026 to holders of record as of January 6, 2026.
A10 Networks reported third-quarter 2025 revenue of $74.7 million, up 11.9% from $66.7 million a year earlier, while GAAP net income was $12.2 million, or $0.17 per diluted share, compared with $12.6 million, or $0.17, in the same quarter of 2024. The board also approved a $0.06 quarterly dividend, payable December 1, 2025, which shareholders should weigh against the slightly lower GAAP profit.
Revenue of $74.7 million, up 11.9% from $66.7 million in Q3 2024.
GAAP net income of $12.2 million ($0.17 diluted EPS) vs. $12.6 million ($0.17) a year earlier; non-GAAP diluted EPS of $0.23 vs. $0.21.
Quarterly dividend of $0.06 per share, payable December 1, 2025, to holders of record on November 17, 2025.
Repurchased 634,000 shares for $11.0 million in the quarter; $60.1 million remains on the $75.0 million authorization.
Teradata reported third-quarter 2025 results on November 4, 2025, with total revenue down 5% from the prior year to $416 million while non-GAAP diluted EPS rose to $0.72 from $0.69. The company updated its full-year 2025 non-GAAP EPS range to $2.38 to $2.42 and guided fourth-quarter total revenue down 2% to 4% in constant currency, so shareholders see weaker sales alongside higher per-share earnings.
Total revenue was $416 million versus $440 million, a 5% decline as reported and 6% in constant currency.
Non-GAAP diluted EPS was $0.72 versus $0.69; GAAP diluted EPS was $0.42 versus $0.33.
Total ARR rose 1% to $1.490 billion, and public cloud ARR rose 11% to $633 million.
Full-year 2025 non-GAAP diluted EPS is now expected at $2.38 to $2.42, and full-year total revenue is reaffirmed at down 5% to 7% in constant currency.
Paylocity reported fiscal first-quarter 2026 results for the three months ended September 30, 2025, with total revenue up 12% year over year, while GAAP net income and GAAP diluted EPS edged lower. The company also raised its long-term Adjusted EBITDA and free cash flow margin targets, issued fiscal 2026 revenue guidance of $1.715 billion to $1.730 billion, and repurchased $200 million of stock in the quarter.
Total revenue was $408.2 million, up 12%; recurring and other revenue was $378.9 million, up 14%.
GAAP net income was $48.0 million, or $0.86 per diluted share, versus $49.6 million, or $0.88, a year earlier; non-GAAP net income per share was $1.75 versus $1.66.
Adjusted EBITDA was $146.4 million versus $129.0 million a year earlier; net cash provided by operations was $86.5 million versus $91.5 million.
Fiscal 2026 total revenue is expected at $1.715 billion to $1.730 billion; the company repurchased 1.2 million shares for $200 million in the quarter.
Corcept Therapeutics reported third quarter 2025 revenue of $207.6 million, up from $182.5 million a year earlier, but net income fell to $19.7 million from $47.2 million as operating expenses rose to $197.4 million. The company also modified its 2025 revenue guidance to $800 million to $850 million and said it added a new specialty pharmacy on October 1 to meet demand for Korlym.
Q3 2025 revenue was $207.6 million, compared with $182.5 million in Q3 2024.
Q3 2025 net income was $19.7 million, compared with $47.2 million; diluted EPS was $0.16, compared with $0.41.
Operating expenses were $197.4 million, compared with $135.9 million, reflecting spending to prepare for launches of relacorilant.
2025 revenue guidance was modified to $800 million to $850 million; the NDA for relacorilant in hypercortisolism has a PDUFA date of December 30, 2025.
Skyworks reported fiscal fourth-quarter 2025 revenue of $1.10 billion, up from $1,024.9 million a year earlier, with GAAP diluted EPS of $0.94 versus $0.37. Full-year revenue fell to $4.09 billion from $4.18 billion, and full-year GAAP diluted EPS was $3.08 versus $3.69, so the results point in mixed directions for shareholders. Guidance for the December quarter calls for revenue of $975 million to $1,025 million.
Q4 revenue of $1.10 billion; GAAP diluted EPS $0.94 and non-GAAP diluted EPS $1.76 (vs. $1.55 a year earlier)
Full-year revenue of $4,086.9 million vs. $4,178.0 million; full-year GAAP diluted EPS $3.08 vs. $3.69
First-quarter fiscal 2026 guidance: revenue of $975 million to $1,025 million and non-GAAP diluted EPS of $1.40 at the revenue midpoint
Quarterly dividend of $0.71 per share, payable Dec. 9, 2025, to holders of record on Nov. 18, 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
Grocery Outlet reported third-quarter fiscal 2025 net sales up 5.4% to $1.17 billion, with comparable store sales up 1.2%. Net income fell to $11.6 million, or $0.12 per diluted share, from $24.2 million, or $0.24, a year earlier, and the company lowered its fiscal 2025 comparable store sales and adjusted EBITDA guidance, which matters to shareholders because it signals weaker same-store growth and profit than previously expected.
Q3 net sales rose 5.4% to $1.17 billion; comparable store sales rose 1.2%, though management said same store sales did not meet its expectations.
Q3 net income was $11.6 million, or $0.12 per diluted share, versus $24.2 million, or $0.24, last year; adjusted EPS was $0.21 versus $0.28.
Fiscal 2025 comparable store sales guidance was cut to 0.6% to 0.9% from 1.0% to 2.0%; adjusted EBITDA guidance was cut to $258 million to $262 million from $260 million to $270 million.
For the 39 weeks, the company reported a net loss of $6.8 million, or $(0.07) per diluted share, including $46.3 million in restructuring charges.
Allegiant reported third-quarter 2025 revenue of $561.9 million, flat with the prior year, while its GAAP net loss widened to $43.6 million from $36.8 million. The company raised its full-year 2025 adjusted airline-only EPS guidance to more than $4.35 per share, and Robert Neal was named President effective November 1, 2025 while remaining CFO.
Q3 2025 GAAP diluted loss per share was $(2.41), versus $(2.05) a year earlier; total operating revenue was $561.9 million versus $562.2 million.
Q3 2025 adjusted airline-only loss per share was $(1.64), versus $(0.49) in Q3 2024.
Full-year 2025 adjusted airline-only EPS guidance is more than $4.35; Q4 2025 adjusted EPS guidance is $1.50 to $2.50.
Robert J. Neal became President effective November 1, 2025 and continues as CFO; Micah Richins no longer serves as an executive officer following the Sunseeker Resort sale, which closed September 4, 2025 at a $200 million sale price.
Cirrus Logic reported record fiscal second-quarter 2026 revenue of $561.0 million for the quarter ended September 27, 2025, and GAAP diluted earnings per share of $2.48, up from $1.83 a year earlier. The company guided third-quarter revenue to $500 million to $560 million, which is about 5 percent below the prior year at the midpoint, so shareholders face higher profit and sales this quarter but a lower revenue outlook for the next.
Q2 FY26 revenue was $561.0 million, up 4 percent year over year and up 38 percent from the prior quarter; GAAP gross margin was 52.5 percent.
GAAP diluted EPS was $2.48 and non-GAAP diluted EPS was $2.83, compared with $1.83 and $2.25 in Q2 FY25.
Q3 FY26 revenue guidance is $500 million to $560 million, down about 5 percent year over year at the midpoint; one customer contributed approximately 90 percent of Q2 revenue.
The company repurchased $40.0 million of stock and had $414.1 million remaining under its buyback authorization at quarter end.
Expeditors International reported third quarter 2025 results on November 4, 2025. Diluted EPS rose 1% to $1.64, but revenue fell 4% to $2.9 billion, net earnings attributable to shareholders fell 3% to $222 million, and operating income fell 4% to $288 million. The EPS increase came while net earnings declined, and the company repurchased $212 million of stock in the quarter.
Diluted EPS $1.64, up 1% from $1.63 in Q3 2024
Revenues $2.9 billion, down 4%; operating income $288 million, down 4%
Net earnings attributable to shareholders $222 million, down 3%
Share repurchases of $212 million in Q3 and $725 million including dividends year to date
Otter Tail Corporation reported third-quarter 2025 diluted EPS of $1.86, down from $2.03 a year earlier, and net income of $78.3 million versus $85.5 million, as Plastics net income fell $11.0 million on lower sales prices. The company nonetheless raised its 2025 diluted EPS guidance to $6.32-$6.62 from $6.06-$6.46, and it introduced a five-year capital plan totaling $1.9 billion for its electric utility.
Q3 2025 total operating revenues were $325.6 million versus $338.0 million, and diluted EPS was $1.86 versus $2.03.
2025 diluted EPS guidance midpoint rose $0.21 to $6.47, with the range now $6.32-$6.62.
Board declared a quarterly dividend of $0.525 per share, payable December 10, 2025 to holders of record on November 14, 2025.
In October, Otter Tail Power requested a Minnesota rate increase of about $44.8 million, or 17.7%.
Ryman Hospitality Properties reported third quarter 2025 revenue of $592.5 million, up 7.7% from a year earlier, while net income fell 43.8% to $34.0 million and diluted earnings per share fell to $0.53 from $0.94. The company also narrowed its full-year 2025 outlook, with slightly lower midpoints for operating income, Adjusted EBITDAre and Adjusted FFO per share, which bears on shareholder expectations for the year.
Q3 2025 total revenue was $592.5 million, up 7.7% from $550.0 million in Q3 2024.
Q3 net income was $34.0 million, down from $60.4 million; diluted EPS was $0.53 versus $0.94.
Full-year 2025 Adjusted EBITDAre guidance midpoint was lowered by $3.0 million to $787.0 million; Adjusted FFO per diluted share midpoint was $8.19, down $0.02.
As of September 30, 2025, unrestricted cash was $483.3 million and total debt was $3,976.0 million.
NNN REIT reported third quarter 2025 revenue of $230.2 million, up from $218.6 million a year earlier, but net earnings per diluted share fell to $0.51 from $0.53. Core FFO per diluted share rose to $0.85 from $0.84, and the company raised its 2025 Core FFO and AFFO per share guidance and its acquisition and disposition volume guidance.
Q3 2025 revenue was $230.2 million, versus $218.6 million in Q3 2024
Net earnings per diluted share were $0.51, versus $0.53 a year earlier
Core FFO per diluted share was $0.85, versus $0.84, and 2025 Core FFO per share guidance rose to $3.36-$3.40 from $3.34-$3.39
2025 acquisition volume guidance was raised to $850-$950 million from $600-$700 million
Knife River reported third quarter 2025 revenue of $1.2 billion, up 9%, and Adjusted EBITDA of $272.8 million, up 11%, driven partly by acquisitions. Net income fell 3% to $143.2 million and diluted earnings per share fell 3% to $2.52. The company narrowed its full-year 2025 revenue and Adjusted EBITDA guidance ranges.
Q3 revenue $1,203.7 million vs. $1,105.3 million a year earlier, up 9%
Q3 net income $143.2 million vs. $148.1 million; diluted EPS $2.52 vs. $2.60
Adjusted EBITDA $272.8 million vs. $245.2 million, up 11%; Mountain segment EBITDA down 15%
2025 guidance narrowed to revenue of $3.1 billion to $3.15 billion and Adjusted EBITDA of $475 million to $500 million
Sphere Entertainment reported third-quarter 2025 revenue of $262.5 million, up 15% from a year earlier, driven by the Sphere segment, which rose 37% to $174.1 million. The operating loss widened to $129.7 million, including $65.5 million of impairments and other losses, while the net loss narrowed to $101.2 million, or $2.80 per share, from $105.3 million, or $2.95 per share, a year earlier.
Total revenue was $262.5 million, up $34.6 million, or 15%; MSG Networks revenue fell 12% to $88.4 million.
Operating loss was $129.7 million, compared with $117.6 million a year earlier, including $65.5 million in impairments and other losses.
Net loss was $101.2 million, or $2.80 per share, versus $105.3 million, or $2.95 per share, in the prior-year quarter.
The company repurchased about $50 million of Class A common stock in the quarter and has about $300 million remaining under its authorization.
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
Zoetis reported third quarter 2025 revenue of $2.4 billion, up 1% from a year earlier, and net income of $721 million, or $1.63 per diluted share, up 9%. The company revised its full year 2025 revenue guidance to $9.400 billion to $9.475 billion, citing broader macro trends and the operating environment, and kept its adjusted diluted EPS guidance at $6.30 to $6.40. The filing does not state the prior revenue guidance range, so the size of the change cannot be measured from this document.
Q3 2025 revenue was $2.4 billion, up 1% reported and up 4% on an organic operational basis.
Q3 2025 adjusted net income was $754 million, or $1.70 per diluted share, up 8% on a reported basis.
Full year 2025 revenue guidance is $9.400 billion to $9.475 billion, with organic operational growth of 5.5% to 6.5%.
Full year 2025 adjusted diluted EPS guidance is unchanged at $6.30 to $6.40; reported diluted EPS guidance is $5.90 to $6.00.
CDW reported third quarter 2025 results on November 4, 2025. Net sales rose 4.0% to $5.7 billion, but operating income fell 8.0% to $443 million and GAAP diluted earnings per share fell 5.8% to $2.21. The board also declared a quarterly dividend of $0.630 per share.
Net sales were $5,737 million versus $5,517 million a year earlier; Corporate rose 4.4%, Small Business 14.2%, and Public 0.6%.
Operating income was $443 million, down 8.0%; gross profit margin was 21.9% versus 21.8%.
Non-GAAP diluted EPS rose 3.0% to $2.71 from $2.63; GAAP diluted EPS was $2.21 versus $2.34.
Dividend of $0.630 per share is payable December 10, 2025 to holders of record as of November 25, 2025.
UL Solutions reported third-quarter 2025 revenue of $783 million, up 7.1%, and net income of $106 million, up 12.8%, and it strengthened its full-year 2025 outlook. It also announced a restructuring plan with expected pre-tax expenses of $42-$47 million, mostly recorded in the fourth quarter of 2025, which the company expects to add $25-$30 million to annual operating income once complete.
Q3 2025 revenue of $783 million, up 7.1% from $731 million; net income of $106 million, up 12.8%; diluted EPS of $0.49 versus $0.44
Restructuring Plan: $42-$47 million in pre-tax expenses, including $37-$42 million in employee separation costs for about 3.5% of the current workforce; substantially complete by end of Q1 2027
2025 outlook: organic revenue growth of 5.5% to 6%, Adjusted EBITDA margin organic improvement to about 25%, effective tax rate of 25% to 26%
Norwegian Cruise Line Holdings reported record third-quarter 2025 revenue of $2.9 billion, up 5% from a year earlier, and Adjusted EPS of $1.20, above its $1.14 guidance. The company raised its full-year 2025 Adjusted EPS guidance to $2.10 from $2.05 and reiterated its Adjusted EBITDA and Adjusted Net Income guidance, but GAAP net income fell to $419.3 million from $474.9 million.
Q3 2025 revenue was a record $2.9 billion, up 5%; Adjusted EBITDA rose 9% to $1.019 billion from $931 million.
GAAP net income was $419.3 million, or $0.86 EPS, versus $474.9 million in the prior-year quarter.
Full-year 2025 Adjusted EPS guidance was raised to $2.10 from $2.05; Adjusted EBITDA guidance was unchanged at about $2.72 billion.
Total debt was $14.5 billion and Net Leverage was 5.4x at September 30, 2025, up 0.1x from June 30, 2025.
Gartner reported third-quarter 2025 revenue of $1.5 billion, up 2.7% as reported, and adjusted EPS of $2.76, up 10.4%. GAAP net income fell 91.5% to $35 million, mainly because of a $150 million goodwill impairment tied to Digital Markets and a $300 million gain in the prior-year period. The company also raised its full-year adjusted EBITDA and margin guidance and repurchased $1.1 billion of stock in the quarter.
Revenue $1.5 billion, up 2.7% as reported and 1.2% FX neutral; contract value $5.0 billion, up 3.0% year over year
Net income $35 million versus $415 million a year earlier; diluted EPS $0.47 versus $5.32
Adjusted EPS $2.76, up 10.4%; adjusted EBITDA $347 million, up 1.9% as reported
Repurchased 4.0 million shares for $1.1 billion; board raised buyback authorization by $1 billion in September 2025
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