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).
EPAM Systems reported third-quarter 2025 revenue of $1.394 billion, up 19.4% from a year earlier, while GAAP diluted EPS fell 19.4% to $1.91 and non-GAAP diluted EPS fell 1.3% to $3.08. The company raised its full-year 2025 revenue outlook to $5.430 billion to $5.445 billion and its full-year EPS outlook, and expects fourth-quarter revenue of $1.380 billion to $1.395 billion. Shareholders also received an update on capital returns, including $82.1 million of buybacks in the quarter and a new $1.0 billion repurchase program approved October 16, 2025.
Q3 2025 revenue of $1.394 billion, up 19.4% year over year; organic constant currency growth was 7.1%
Q3 GAAP diluted EPS of $1.91, down $0.46 or 19.4%; non-GAAP diluted EPS of $3.08, down $0.04 or 1.3%
Full-year 2025 revenue outlook raised to $5.430 billion to $5.445 billion; GAAP diluted EPS outlook $6.75 to $6.83, non-GAAP $11.36 to $11.44
Repurchased $82.1 million of stock in Q3; board approved a new repurchase program of up to $1.0 billion on October 16, 2025
Talos Energy reported a third-quarter 2025 net loss of $95.9 million, or $0.55 per diluted share, which includes a $60.2 million non-cash impairment, on total revenues of $450.1 million. The company also raised its full-year 2025 average daily production guidance to 94.0 to 97.0 MBoe/d and lowered its cash operating expense and capital expenditure ranges.
Q3 2025 net loss of $95.9 million ($0.55 per diluted share); adjusted net loss of $33.0 million ($0.19 per share)
Full-year 2025 production guidance raised to 94.0-97.0 MBoe/d from 91.0-95.0 MBoe/d
Full-year 2025 capital expenditure guidance lowered to $480-520 million from $490-530 million
Repurchased about 5.0 million shares for $48.1 million in Q3; $332.7 million cash at September 30, 2025
LifeStance reported third-quarter 2025 results on November 6, 2025, with revenue of $363.8 million, up 16% from a year earlier, and net income of $1.1 million compared with a net loss of $6.0 million in the prior-year quarter. The company raised its full-year 2025 Adjusted EBITDA guidance to $146 million to $152 million and raised the midpoint of its Center Margin expectations, while reiterating its full-year revenue outlook of $1.41 billion to $1.43 billion.
Q3 2025 revenue of $363.8 million, up 16%; clinician base rose 11% to 7,996.
Net income of $1.1 million versus a $6.0 million net loss a year earlier; Adjusted EBITDA of $40.2 million, up 31%.
Full-year 2025 Adjusted EBITDA guidance raised to $146 million to $152 million; revenue guidance reiterated at $1.41 billion to $1.43 billion.
Fourth-quarter 2025 outlook: total revenue of $368 million to $388 million and Adjusted EBITDA of $37 million to $43 million.
Kinetik reported third-quarter 2025 net income including noncontrolling interest of $15.5 million, down from $83.7 million a year earlier, while total operating revenues rose to $464.0 million from $396.4 million. The company now expects full-year 2025 Adjusted EBITDA of $965 million to $1.005 billion, citing slower Kings Landing ramp-up, producer delays, lower commodity prices, and the October EPIC Crude sale.
Q3 2025 diluted EPS attributable to Class A holders was $0.03, versus $0.35 in Q3 2024
Q3 Adjusted EBITDA was $242.6 million, versus $265.7 million a year earlier
2025 Adjusted EBITDA guidance revised to $965 million to $1.005 billion; 2025 capital guidance tightened to $485 million to $515 million
Closed sale of 27.5% EPIC Crude interest in October 2025 with over $500 million in net upfront cash
Dorian LPG reported results for the quarter ended September 30, 2025, with revenues of $124.1 million, up 50.5% from a year earlier, and net income of $55.4 million, or $1.30 per diluted share, compared with $9.4 million, or $0.22, a year earlier. The board also declared an irregular cash dividend of $0.65 per share, about $27.8 million in total, which the company says is not a recurring payment.
Revenues of $124.1 million for the quarter, up $41.7 million, or 50.5%, from $82.4 million
Net income of $55.4 million, or $1.30 per diluted share, versus $9.4 million, or $0.22, in the prior-year quarter
Irregular dividend of $0.65 per share, about $27.8 million, payable on or about December 2, 2025 to holders of record on November 17, 2025
Time charter equivalent rate per available day rose to $53,725 from $37,010, a 45.2% increase
Ralliant reported third-quarter 2025 revenue of $529 million, flat year-over-year and up 5% sequentially, while net earnings were $40 million, down from $91 million a year earlier. The company issued fourth-quarter revenue guidance of $535 million to $550 million and adjusted EPS guidance of $0.62 to $0.68, and declared a $0.05 quarterly dividend.
Net earnings of $40 million, or $0.35 per diluted share, versus $91 million, or $0.81 per diluted share, a year earlier; adjusted EPS was $0.60.
Test & Measurement revenue fell 14% to $203 million and posted a $2 million operating loss; Sensors & Safety Systems revenue rose 11% to $326 million.
Fourth-quarter 2025 outlook: revenue of $535 million to $550 million and adjusted EPS of $0.62 to $0.68.
Board declared a $0.05 per share dividend on October 30, 2025, payable December 23, 2025; a $200 million share repurchase authorization was approved June 28, 2025.
Ellington Financial reported third-quarter 2025 results on November 5, 2025. GAAP net income attributable to common stockholders was $0.29 per share, down from $0.45 in the prior quarter, while Adjusted Distributable Earnings were $0.53 per share. Net interest income rose to $49.7 million from $43.3 million, and the company priced $400 million of five-year senior unsecured notes, which shifts more of its borrowing to longer-term financing.
Net income attributable to common stockholders was $29.5 million, or $0.29 per share, for the quarter ended September 30, 2025, compared with $42.9 million, or $0.45 per share, for the quarter ended June 30, 2025.
Adjusted Distributable Earnings were $54.2 million, or $0.53 per share, including $16.1 million, or $0.16 per share, from Longbridge.
Book value per common share was $13.40 as of September 30, 2025, including the effects of $0.39 per share in dividends for the quarter.
Recourse debt-to-equity ratio was 1.8:1 as of September 30, 2025; $400 million of senior unsecured notes priced at a 7.375% yield and closed after quarter end.
APA Corporation reported third-quarter 2025 results on November 5, 2025. Net income attributable to common stock was $205 million, or $0.57 per diluted share, compared with a loss of $223 million a year earlier, while adjusted earnings were $332 million, or $0.93 per share, down from $370 million, or $1.00. Total revenues fell to $2.1 billion from $2.5 billion, but the company raised its fourth-quarter U.S. oil production guidance and expects $350 million in run-rate cost savings by year-end 2025.
Total revenues were $2,115 million in the third quarter of 2025, versus $2,531 million in the same quarter of 2024.
Adjusted earnings were $332 million ($0.93 per diluted share), versus $370 million ($1.00 per share) a year earlier.
Net debt was reduced by approximately $430 million in the quarter to roughly $4.0 billion, and free cash flow was $339 million.
U.S. oil production guidance for the fourth quarter was raised to 123,000 barrels per day, and run-rate savings are expected to reach $350 million by year-end 2025.
CF Industries reported third-quarter 2025 results, with net sales of $1,659 million versus $1,370 million a year earlier and net earnings attributable to common stockholders of $353 million versus $276 million. The company said the increase was driven by higher average selling prices and sales volumes, partly offset by higher natural gas costs, and it completed a $3 billion share repurchase authorization in October 2025.
Q3 2025 net sales $1,659 million vs $1,370 million in Q3 2024; net earnings per diluted share $2.19 vs $1.55
Q3 2025 adjusted EBITDA $667 million vs $511 million; 9M 2025 adjusted EBITDA $2.1 billion, up 20% from 9M 2024
Natural gas costs in cost of sales rose to $2.96 per MMBtu in Q3 2025 from $2.09 in Q3 2024
Completed $3 billion share repurchase authorization in October 2025; commenced a $2 billion authorization expiring December 2029
Centrus Energy reported third quarter 2025 results with net income of $3.9 million, or $0.19 per diluted share, compared with a net loss of $5.0 million a year earlier. Revenue rose 30% to $74.9 million, but the company posted a gross loss of $4.3 million and an operating loss of $16.6 million, and the profit was supported by a $12.9 million investment income line and an $11.9 million income tax benefit.
Total revenue of $74.9 million, up from $57.7 million in Q3 2024; LEU segment revenue was $44.8 million and Technical Solutions revenue was $30.1 million
Gross loss of $4.3 million, compared with gross profit of $8.9 million in Q3 2024; LEU segment gross loss of $7.8 million
Cash and cash equivalents of $1,631.8 million at September 30, 2025, after the $805.0 million 0% convertible senior notes issued August 18, 2025
Backlog of $3.9 billion as of September 30, 2025, extending to 2040
Westlake Corporation agreed to sell $600 million of 5.550% senior notes due 2035 and $600 million of 6.375% senior notes due 2055, with closing expected November 6, 2025. The company expects net proceeds of about $1.185 billion, which it plans to use mainly to repurchase its $750 million of 3.600% senior notes due 2026, with any remainder going to the pending ACI Acquisition and general corporate purposes.
Two tranches total $1.2 billion: $600 million of 5.550% notes due November 15, 2035 and $600 million of 6.375% notes due November 15, 2055
Expected net proceeds of approximately $1.185 billion before offering expenses
Proceeds intended first to fund a concurrent tender offer for the $750 million of 3.600% senior notes due 2026 outstanding as of September 30, 2025
Remaining proceeds may fund the pending ACI/Perplastic Group compounding solutions acquisition and general corporate purposes
NewMarket said its Controller and Principal Accounting Officer, Ann P. Pietrantoni, is resigning to pursue other opportunities, with her last day set for November 26, 2025. The company said the resignation does not involve any dispute or disagreement over its operations, policies or practices. Chief Financial Officer Timothy K. Fitzgerald will serve as interim principal accounting officer, a change that bears on financial reporting oversight.
Ann P. Pietrantoni, Controller and Principal Accounting Officer, gave notice on October 31, 2025
Her last day with the company will be November 26, 2025
Timothy K. Fitzgerald, Vice President and CFO, will become interim principal accounting officer
The filing states the resignation was not due to any disagreement on operations, policies or practices
Halozyme proposed offering $650 million of convertible senior notes due 2031 and $650 million due 2032, with an option for up to $100 million more of each. The company also amended its credit agreement, extending the revolving facility to November 5, 2030 and raising total commitments to $750 million, with $0 currently drawn. The proceeds are partly earmarked for repurchasing existing 2027 and 2028 convertible notes, which adds debt while refinancing part of the existing convertible debt.
Proposed offering: $650 million of 2031 notes and $650 million of 2032 notes, plus a 13-day option for up to $100 million more of each series
Revolving credit facility commitments increased to $750 million and maturity extended to November 5, 2030, with no outstanding borrowings as of November 5, 2025
Net proceeds partly used for capped call transactions and privately negotiated repurchases of 0.25% notes due 2027 and 1.00% notes due 2028
Offering is subject to market conditions and pricing terms were not yet set in the filing
Murphy Oil reported a third-quarter 2025 net loss attributable to Murphy of $3.0 million, or $0.02 per diluted share, compared with net income of $139.1 million, or $0.93 per share, a year earlier. Revenue from production fell to $721.0 million from $753.2 million, and adjusted net income was $58.1 million, or $0.41 per diluted share, down from $110.7 million, or $0.74, in the prior-year quarter. The company reaffirmed its full-year 2025 production and capital expenditure guidance.
Q3 2025 net loss attributable to Murphy of $3.0 million, or $0.02 per diluted share, versus net income of $139.1 million, or $0.93 per share, in Q3 2024
Adjusted net income of $58.1 million, or $0.41 per diluted share, versus $110.7 million, or $0.74, a year earlier
Pretax impairment of $115 million ($92 million excluding noncontrolling interest) on the Dalmatian asset in the Gulf of America
Production of 200,383 BOEPD in the quarter; the company reaffirmed full-year 2025 production and capital expenditure guidance
Kaiser Aluminum Corporation issued $500 million of 5.875% senior notes maturing March 1, 2034, under an indenture dated November 5, 2025. The company said it plans to use the proceeds, together with revolving credit facility borrowings and/or cash on hand, to redeem all outstanding 4.625% senior notes due 2028, which would refinance that debt with new borrowing.
$500.0 million aggregate principal of 5.875% senior notes due March 1, 2034, closed November 5, 2025
Interest is payable semiannually on March 1 and September 1, with the first payment on March 1, 2026
Proceeds, plus revolver borrowings and/or cash on hand, are planned to redeem all existing 4.625% senior notes due 2028
Notes were sold to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S; the company may redeem them on or after March 1, 2029
CF Industries reported third-quarter 2025 net earnings attributable to common stockholders of $353 million, or $2.19 per diluted share, up from $276 million, or $1.55 per share, a year earlier. Net sales rose to $1.66 billion from $1.37 billion, and the company said higher average selling prices drove the gain. The company also completed its $3 billion 2022 buyback program in October and began a $2 billion program authorized in 2025.
Q3 2025 net earnings $353 million ($2.19 per diluted share) vs. $276 million ($1.55) in Q3 2024
Q3 2025 net sales $1.66 billion vs. $1.37 billion; adjusted EBITDA $667 million vs. $511 million
Nine-month 2025 net earnings $1.05 billion ($6.39 per share) vs. $890 million ($4.86) in 2024
Completed $3 billion buyback in October 2025 and commenced a $2 billion program, effective through December 2029
Black Hills Corp. reported third-quarter 2025 revenue of $430.2 million, up from $401.6 million a year earlier, and adjusted EPS of $0.45 versus $0.35. GAAP EPS was $0.34 versus $0.35, reflecting $0.10 per share of merger-related costs tied to the proposed NorthWestern Energy merger. The company reaffirmed its 2025 adjusted EPS guidance of $4.00 to $4.20 per share.
Q3 2025 revenue was $430.2 million versus $401.6 million in Q3 2024.
Q3 adjusted EPS was $0.45 versus $0.35; GAAP EPS was $0.34 versus $0.35.
Merger-related costs were $0.10 per share in Q3 and $0.11 per share year to date.
2025 adjusted EPS guidance of $4.00 to $4.20 was reaffirmed, the same as the prior GAAP guidance.
PTC entered into an agreement on November 5, 2025 to sell its ThingWorx and Kepware businesses to Parrot US Buyer, L.P., an entity controlled by funds affiliated with TPG Global, for $600 million in cash plus assumed liabilities. The filing says the deal is part of portfolio simplification, and the closing depends on regulatory approvals and is not subject to a financing condition or PTC shareholder approval.
Cash purchase price of $600 million, plus assumption of certain Business liabilities and contingent consideration of up to $125 million after a later sale by the buyer.
Price is subject to adjustments for working capital, indebtedness, and a $35 million reduction if the Business does not meet certain financial metrics in the month before closing.
Closing expected on the later of February 1, 2026 and the second business day after closing conditions are met, subject to HSR Act and foreign regulatory approvals.
Either party may terminate if the deal is not completed by August 5, 2026, with that date extended to November 5, 2026 if only certain regulatory approvals remain outstanding.
STERIS reported fiscal 2026 second-quarter results for the quarter ended September 30, 2025, with revenue from continuing operations up 10% to $1.5 billion and diluted EPS from continuing operations rising to $1.94 from $1.51 a year earlier. The company raised its fiscal 2026 adjusted EPS outlook to $10.15 to $10.30 and its free cash flow expectation to about $850 million, which points to higher expected per-share earnings and cash generation for shareholders.
Q2 revenue from continuing operations rose to $1,460.3 million from $1,328.9 million; constant currency organic growth was 9%.
Diluted EPS from continuing operations was $1.94 vs. $1.51; adjusted EPS was $2.47 vs. $2.14.
Fiscal 2026 adjusted EPS outlook raised to $10.15 to $10.30 from $9.90 to $10.15; free cash flow expected at about $850 million vs. $820 million prior.
Tariffs are estimated to reduce pre-tax profit by about $45 million, unchanged from prior outlook.
Interparfums reported third-quarter 2025 net income attributable to the company of $66 million, or $2.05 per diluted share, up 6% from a year earlier, on net sales of $430 million (up 1%). For the first nine months, net income was flat at $140 million. Management updated 2025 guidance to $1.47 billion in sales (up 1%) and diluted EPS of $5.12 (flat versus 2024), citing slower-than-anticipated growth through September and softer demand in several international markets.
Q3 2025 net sales $430 million, up 1%; diluted EPS $2.05 vs. $1.93 a year earlier
Nine-month net sales $1.10 billion, up 1%; diluted EPS $4.36 vs. $4.34
Updated full-year 2025 guidance: $1.47 billion in sales and $5.12 diluted EPS; 2026 initial guidance due November 18, 2025
Quarterly dividend of $0.80 per share payable December 31, 2025, to holders of record December 15, 2025
On November 5, 2025, Tractor Supply's independent directors approved retention equity awards for President and CEO Harry A. Lawton III, made up of a performance share unit award with a $12,000,000 target grant date value and a restricted share unit award with an $8,000,000 grant date fair value. The filing says the awards extend vesting periods to retain Mr. Lawton, and the board also approved a temporary waiver allowing him to serve on two outside boards. The company also declared a $0.23 per share quarterly dividend.
Performance share units with a $12,000,000 target grant date value vest February 5, 2031, based on total shareholder return relative to S&P 500 constituents from January 1, 2026 through December 31, 2030
Restricted share units with an $8,000,000 grant date fair value vest in equal installments on the third, fourth and fifth anniversaries of the grant date
Board temporarily waived the director service limit in Mr. Lawton's December 4, 2019 employment agreement to allow service on two outside boards
Quarterly cash dividend of $0.23 per share is payable December 9, 2025, to holders of record as of November 24, 2025
Ingevity reported third-quarter 2025 results and revised its full-year 2025 guidance to total net sales of $1.25 billion to $1.35 billion and total adjusted EBITDA of $390 million to $405 million. The company said the revision reflects challenges in its Advanced Polymer Technologies segment, and it reported $43.5 million in net income, including discontinued operations, compared with a net loss of $107.2 million a year earlier.
Net sales from continuing operations were $333.1 million, flat compared with the prior year quarter.
Diluted EPS was $1.18 in the quarter, versus a diluted loss per share of $2.94 a year earlier; continuing operations diluted EPS was $1.10.
Full-year 2025 guidance: total net sales of $1.25 billion to $1.35 billion and total adjusted EBITDA of $390 million to $405 million.
The sale of most of the Industrial Specialties product line and the North Charleston crude tall oil refinery for $110 million is expected to close by early 2026.
Rayonier reported third quarter 2025 net income attributable to Rayonier of $43.2 million ($0.28 per share) on revenues of $177.5 million, up from $28.8 million ($0.19 per share) on $124.1 million a year earlier. The company now expects full-year Adjusted EBITDA at or above the higher end of its prior guidance range, though it expects Southern Timber to fall modestly below its range and Pacific Northwest Timber toward the lower end.
Q3 pro forma net income was $50.2 million ($0.32 per share) versus $11.1 million ($0.07) a year earlier; Adjusted EBITDA was $114.3 million versus $57.2 million.
Real Estate Adjusted EBITDA was $73.8 million, and the company expects full-year Real Estate Adjusted EBITDA to exceed the high end of its prior range.
Q4 outlook: net income attributable to Rayonier of $13 to $17 million, EPS of $0.08 to $0.11, and Adjusted EBITDA of $50 to $60 million.
Quarter-end cash balance was $919.6 million; the company repurchased 1,226,384 shares for $30.1 million and expects the PotlatchDeltic merger to close in late first quarter or early second quarter 2026.
Phibro Animal Health reported fiscal first-quarter results ended September 30, 2025, with net sales up 40% to $363.9 million and diluted earnings per share of $0.65, compared with $0.17 a year earlier. The company raised its fiscal 2026 adjusted EBITDA guidance to $230 million to $240 million and kept its net sales guidance at $1.43 billion to $1.48 billion.
Quarterly net sales of $363.9 million, up $103.5 million, or 40%, with Animal Health sales up 55% to $283.5 million
Diluted EPS of $0.65 versus $0.17, and adjusted diluted EPS of $0.73 versus $0.35
Fiscal 2026 adjusted EBITDA guidance raised to $230 million to $240 million; net sales guidance of $1.43 billion to $1.48 billion maintained
At the November 4, 2025 annual meeting, stockholders elected three Class III directors, approved executive pay on an advisory basis, and ratified PricewaterhouseCoopers LLP as auditor
Ameren reported third quarter 2025 GAAP net income of $640 million, or $2.35 per diluted share, up from $456 million, or $1.70, a year earlier. Adjusted diluted EPS was $2.17, compared with $1.87. The company raised its 2025 GAAP EPS guidance to $5.08 to $5.28 and set 2026 diluted EPS guidance at $5.25 to $5.45, though the quarter included a $48 million tax benefit that the company excluded from adjusted results.
Q3 2025 GAAP diluted EPS was $2.35 vs. $1.70 in Q3 2024; adjusted diluted EPS was $2.17 vs. $1.87.
Q3 2025 included a $48 million ($0.18 per share) tax benefit from a FERC order on net operating loss carryforwards, excluded from adjusted earnings.
2025 GAAP EPS guidance raised to $5.08 to $5.28 and adjusted EPS guidance to $4.90 to $5.10, both up from the original $4.85 to $5.05 range.
2026 diluted EPS guidance set at $5.25 to $5.45; analyst call scheduled for 9 a.m. Central Time on November 6, 2025.
Atmos Energy reported fiscal 2025 earnings of $7.46 per diluted share on net income of $1.2 billion and initiated fiscal 2026 EPS guidance of $8.15 to $8.35. The board also declared a quarterly dividend of $1.00 per share, an indicated annual dividend of $4.00 that the company says is a 14.9% increase over fiscal 2025.
Fiscal 2025 EPS of $7.46 on net income of $1.2 billion; capital expenditures were $3.6 billion, about 87% focused on safety and reliability
Fiscal 2026 EPS guidance of $8.15 to $8.35 per diluted share; capital expenditure guidance of approximately $4.2 billion
Quarterly dividend of $1.00 per share, an indicated annual dividend of $4.00, a 14.9% increase over fiscal 2025
Conference call to discuss results scheduled for Thursday, November 6, 2025, at 10:00 a.m. Eastern Time
Koppers Holdings' board increased its size from eight to nine directors and elected Laura Posadas, CEO of Canlak Coatings Inc., as a director effective November 5, 2025. The board determined she is independent, and she will stand for shareholder election at the 2026 Annual Meeting; her committee assignments have not yet been set.
Board expanded from eight to nine directors; Laura Posadas elected effective November 5, 2025
Posadas has been CEO of Canlak Coatings Inc. since October 2024 and previously was Chief Commercial Officer of Matrix Adhesives Group
Board determined Posadas is independent under NYSE listing requirements; committee roles not yet determined
She will receive standard non-employee director compensation described in the 2025 proxy statement
Host Hotels & Resorts reported third quarter 2025 revenues of $1,331 million, up 0.9% from a year earlier, and GAAP net income of $163 million, up from $84 million, which the company said benefited from a gain on the sale of the Washington Marriott at Metro Center. Adjusted EBITDAre fell 3.3% to $319 million, and the company raised its full-year 2025 guidance, including net income of $780 million and diluted earnings per share of $1.11.
Q3 2025 revenues were $1,331 million, up 0.9%; diluted earnings per share were $0.23 versus $0.12 in Q3 2024.
Comparable hotel RevPAR rose 0.2% to $208.07; comparable hotel Total RevPAR rose 0.8% to $335.42.
Full-year 2025 guidance: comparable hotel RevPAR growth of about 3.0%, net income of $780 million, and Adjusted EBITDAre of $1,730 million, up from prior midpoints of $616 million and $1,705 million respectively.
Agreement with Marriott to spend $300 million to $350 million through 2029 on a second transformational capital program at four properties.
Hecla Mining reported record third quarter 2025 sales of $409.5 million, up 35% from the second quarter, and net income applicable to common stockholders of $100.6 million, or $0.15 per share, compared with $57.6 million in the prior quarter. The company repaid its revolving credit facility in full, reduced its net leverage ratio to 0.3x from 0.7x, and reported $90.1 million in free cash flow, while also announcing a common dividend of $0.00375 per share and a Series B preferred dividend of $0.875.
Sales of $409.5 million and net income of $100.6 million, or $0.15 per share, for the quarter ended September 30, 2025, both described by the company as records
Free cash flow of $90.1 million and cash of $133.9 million at quarter end; revolving credit facility fully repaid and net leverage ratio at 0.3x
Common dividend of $0.00375 per share, record date November 24, 2025, payable on or about December 8, 2025; Series B preferred dividend of $0.875, record date December 15, 2025, payable on or about January 2, 2026
2025 Greens Creek silver production guidance tightened to 8.4-8.8 million ounces; Lucky Friday total cost of sales guidance raised to $175 million from $165 million
Primerica reported third-quarter 2025 results with total revenues of $839.9 million, up 8% from a year earlier, and net income of $206.8 million, up 6% from continuing operations in the prior-year period. Investment and Savings Products sales reached $3.7 billion, the highest quarterly result in the company's history, but Term Life policies issued fell 15%, and recruits fell 29%, which bears on future sales capacity.
Diluted EPS was $6.35, up 11% from $5.72; diluted adjusted operating EPS was $6.33, up 11% from $5.68.
Investment and Savings Products sales rose 28% to $3.7 billion, and average client asset values rose 14% to $123.1 billion.
Term Life issued 79,379 new policies, down 15%, and recruits fell 29% to 101,156 compared with the prior-year period.
The company repurchased $129 million of common stock in the quarter and declared a $1.04 per share dividend payable December 15, 2025.
American States Water reported third-quarter 2025 diluted earnings per share of $1.06, up from $0.95 a year earlier, on total operating revenues of $182.7 million compared with $161.8 million. The company attributed the gain mainly to higher construction activity at its contracted services segment and new customer rates at its water and electric utilities, and its board approved a fourth-quarter dividend of $0.5040 per share.
Q3 2025 net income was $41.2 million, compared with $35.8 million in Q3 2024.
Nine-month 2025 diluted EPS was $2.63, compared with $2.42 for the same period in 2024.
Contracted services segment EPS rose to $0.19 from $0.11, and the company expects that segment to contribute $0.59 to $0.63 per share for full-year 2025.
Fourth-quarter dividend of $0.5040 per share is payable December 2, 2025, to shareholders of record on November 14, 2025.
MetLife reported third-quarter 2025 net income of $818 million, or $1.22 per share, down 36% from a year earlier, mainly due to higher net derivative losses and net investment losses. Adjusted earnings rose 15% to $1.6 billion, and adjusted earnings per share rose 22% to $2.37, driven by higher variable investment income and volume growth.
Net income was $818 million ($1.22 per share), down 36% from $1,275 million in the third quarter of 2024; net derivative losses were $929 million.
Adjusted earnings were $1,584 million, up 15%; adjusted earnings per share were $2.37, up 22%.
Premiums, fees and other revenues were $12.5 billion, flat compared with the prior-year quarter.
MetLife returned approximately $875 million to shareholders through share repurchases and common stock dividends, and held $4.9 billion in holding company cash and liquid assets at quarter end.
MKS Inc. reported third-quarter 2025 revenue of $988 million, up from $896 million a year earlier, with GAAP net income of $74 million, or $1.10 per diluted share, compared with $62 million, or $0.92, in the third quarter of 2024. The company guided fourth-quarter 2025 revenue to $990 million, plus or minus $40 million, and said it made a $100 million voluntary debt prepayment in October.
Q3 2025 total net revenues of $988 million, versus $896 million in Q3 2024 and $973 million in Q2 2025
GAAP net income of $74 million and $1.10 per diluted share; non-GAAP net earnings per diluted share of $1.93
Fourth-quarter 2025 guidance: revenue of $990 million plus or minus $40 million; non-GAAP EPS of $2.27 plus or minus $0.34
Net leverage ratio of 3.9x at September 30, 2025; additional $100 million voluntary prepayment in October 2025
Coty reported fiscal first-quarter results for the period ended September 30, 2025, with net revenue of $1,577.2 million, down 6% on a reported basis and 8% like-for-like. Reported operating income fell 22% to $185.0 million and reported EPS was $0.07, versus $0.09 a year earlier. The company said its prior outlook is unchanged, including a return to growth in the second half of fiscal 2026, which shareholders will need to see in later results.
Net revenue of $1,577.2 million, down 6% reported and 8% like-for-like; Consumer Beauty down 9% and Prestige down 4% on a reported basis
Reported operating income of $185.0 million versus $237.8 million; reported EPS of $0.07 versus $0.09
Adjusted EBITDA of $296.1 million, down 18%; Q2 like-for-like sales expected at the more favorable end of the prior decline range of 3% to 5%
Total debt of $4,069.3 million; retained 25.8% Wella stake valued at $1,003.0 million, which the company is pursuing to monetize
IQVIA's board appointed Dr. William G. Kaelin Jr. as a director effective November 5, 2025, and the board determined he is independent under New York Stock Exchange rules. The filing discloses a board addition only and contains no financial results or guidance.
Dr. William G. Kaelin Jr. appointed to the board on November 5, 2025
Board determined Dr. Kaelin meets the NYSE definition of independent director
He will receive non-employee director compensation and sign the standard indemnification agreement
Dr. Kaelin shared the 2019 Nobel Prize in Physiology or Medicine and serves on the board of Eli Lilly and Company
Watts Water Technologies reported third quarter 2025 net sales of $611.7 million, up 13% from a year earlier, with diluted EPS of $2.45, up 19%. The company raised its full-year 2025 sales and margin outlook and said it acquired Haws Corporation on November 4, 2025, which shareholders may weigh against higher-than-prior-year sales and profit.
Net sales of $611.7 million, up 13% on a reported basis and 9% organically; Europe organic sales fell 2%
Diluted EPS of $2.45 versus $2.06; adjusted diluted EPS of $2.50 versus $2.03
Full-year 2025 reported sales growth now expected at 7% to 8%; adjusted operating margin expected at 19.1% to 19.2%
Enact Holdings reported third-quarter 2025 net income of $163 million, or $1.10 per diluted share, down from $181 million, or $1.15 per share, a year earlier, and slightly below the second quarter's $168 million. The company raised its expected total 2025 capital return to approximately $500 million and declared a $0.21 quarterly dividend, while the loss ratio rose to 15% from 5% a year ago.
Net income was $163 million, or $1.10 per diluted share, versus $181 million, or $1.15, in Q3 2024
Adjusted operating income was $166 million, or $1.12 per diluted share, versus $182 million, or $1.16, in Q3 2024
Loss ratio was 15%, compared with 5% in Q3 2024 and 10% in Q2 2025
Expected total 2025 capital return raised to approximately $500 million; $0.21 dividend payable December 11, 2025
Crane NXT reported third quarter 2025 net sales of $445.1 million, up 10.3% from a year earlier, with GAAP EPS of $0.87 versus $0.81 and Adjusted EPS of $1.28 versus $1.16. The company raised its full-year sales growth guidance to 9% to 11% but narrowed its Adjusted EPS guidance to $4.00 to $4.10, down from $4.00 to $4.30 at the top end, citing macroeconomic uncertainty affecting demand in its CPI segment.
Q3 net sales of $445.1 million rose 10.3%, including a $28.3 million benefit from the De La Rue Authentication Solutions acquisition; GAAP EPS was $0.87 versus $0.81.
Adjusted EPS was $1.28 versus $1.16 in the prior-year quarter.
Full-year 2025 sales growth guidance raised to +9% to +11% from +6% to +8%.
Adjusted EPS guidance narrowed to $4.00 to $4.10 from $4.00 to $4.30; quarterly dividend of $0.17 per share is payable December 10, 2025.
Marriott Vacations Worldwide reported a third-quarter 2025 net loss attributable to common stockholders of $2 million, or $0.07 per diluted share, compared with net income of $84 million a year earlier. It also cut its full-year 2025 Adjusted EBITDA and Adjusted free cash flow guidance, while raising the low end of its Adjusted EPS range, which matters to shareholders because the outlook for earnings and cash generation was lowered.
Q3 2025 net loss attributable to common stockholders was $2 million, or $0.07 per diluted share, versus net income of $84 million, or $2.12 per diluted share, in Q3 2024.
Q3 2025 Adjusted EBITDA was $170 million, down 15% from $200 million; consolidated contract sales were $439 million, down 4%.
Full-year 2025 Adjusted EBITDA guidance is $740 million to $755 million, down from $750 million to $780 million; Adjusted free cash flow guidance is $235 million to $270 million, down from $270 million to $330 million.
Full-year 2025 Adjusted EPS guidance is $6.70 to $7.10, up from $6.40 to $7.10; the company will hold a conference call on November 6, 2025 at 8:30 a.m. ET.
Q2 Holdings announced executive changes effective November 6, 2025. Himagiri Mukkamala, Chief Development Officer, becomes Chief Operating Officer, Kirk L. Coleman moves from President to Chief Business Officer, and Matthew P. Flake takes on the President title alongside his roles as Chairman and CEO. Chief Revenue Officer Michael A. Volanoski is leaving the company, staying through December 12, 2025 to help with the transition.
Mukkamala's annual base salary rises to $450,000 with a target bonus of 75% of base salary, effective November 6, 2025
Coleman resigns as President effective November 6, 2025 and becomes Chief Business Officer
Volanoski will depart and continue as Chief Revenue Officer through December 12, 2025; his exit is not tied to any dispute with the company
Filing states no compensation changes for Coleman or Flake from the leadership changes
HubSpot reported third-quarter 2025 results on November 5, 2025, with total revenue of $809.5 million, up 21% from a year earlier, and GAAP net income of $16.5 million, compared with $8.1 million in the prior-year quarter. The company also issued fourth-quarter and full-year 2025 guidance, including full-year revenue of $3.113 billion to $3.115 billion. Separately, the board increased to 11 directors and appointed Clara Shih as a Class III director effective November 3, 2025.
Q3 2025 total revenue was $809.5 million, up 21% as reported and 18% in constant currency.
GAAP net income was $16.5 million, or $0.31 per diluted share, versus $8.1 million, or $0.16, in Q3 2024; non-GAAP diluted EPS was $2.66 versus $2.18.
Full-year 2025 guidance: revenue of $3.113 billion to $3.115 billion and non-GAAP diluted EPS of $9.60 to $9.62.
Clara Shih was appointed a Class III director effective November 3, 2025, with the board expanded to 11 members.
Genworth reported third-quarter 2025 net income available to common stockholders of $116 million, or $0.28 per diluted share, up from $51 million in the prior quarter and $85 million a year earlier. Adjusted operating income fell to $17 million, or $0.04 per diluted share, from $68 million in the prior quarter and $48 million a year earlier. The company also announced a new $350 million share repurchase authorization, and the GAAP result was helped by $78 million of net investment gains and a $34 million tax benefit.
Net income available to common stockholders was $116 million ($0.28 diluted), versus $51 million in Q2 2025 and $85 million in Q3 2024.
Adjusted operating income was $17 million ($0.04 diluted), versus $68 million in Q2 2025 and $48 million in Q3 2024.
Net income included a $34 million tax benefit and $78 million of net investment gains; Long-Term Care Insurance adjusted operating loss was $100 million.
Board authorized a new $350 million share repurchase program; $76 million was executed in the quarter.
Amcor reported first-quarter fiscal 2026 results for the three months ended September 30, 2025, its first full quarter combined with Berry Global, which was acquired April 30, 2025. Net sales were $5,745 million versus $3,353 million a year earlier, and adjusted EPS was 19.3 cents, while GAAP diluted EPS fell to 11.3 cents from 13.2 cents. The company reaffirmed its fiscal 2026 adjusted EPS guidance of 80 to 83 cents and free cash flow guidance of $1.8 billion to $1.9 billion, and raised its quarterly dividend to 13.0 cents per share.
Net sales of $5,745 million, up 71% reported and 68% in constant currency, including about $2.4 billion of acquired sales
Adjusted EPS of 19.3 cents, up 18% in constant currency; GAAP diluted EPS of 11.3 cents versus 13.2 cents a year earlier
Fiscal 2026 guidance reaffirmed: adjusted EPS of 80 to 83 cents and free cash flow of $1.8 billion to $1.9 billion
Quarterly dividend increased to 13.0 cents from 12.75 cents; record date November 28, 2025 and payment date December 17, 2025
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
Mohawk Industries said CFO James F. Brunk will retire effective April 1, 2026, and will continue in a senior advisory role. Nicholas P. Manthey, currently Vice President of Corporate Finance and Investor Relations, will succeed him as chief financial officer. The filing does not report any financial results, and the change is a planned leadership transition.
Brunk retires as CFO effective April 1, 2026, and will serve in a senior advisory role afterward
Manthey, age 44, joined the company in 2020 as CFO of Flooring North America and has been Vice President of Corporate Finance and Investor Relations since 2024
Brunk will receive a $1,200,000 annual base salary as senior advisor and a $1,000,000 grant of common stock that vests in equal amounts over two years
Albemarle reported third-quarter 2025 net sales of $1.3 billion, down 3.5% from a year earlier, mainly on lower Energy Storage pricing. The company posted a net loss of $161 million, or $1.72 per diluted share, which includes a non-cash goodwill impairment charge tied to Ketjen, but adjusted EBITDA rose 7% to $226 million and management said full-year 2025 results are now expected toward the higher end of its $9/kg lithium price scenario ranges, which matters to shareholders because it signals a stronger expected year despite the charge.
Net sales were $1.3 billion, down 3.5% from $1.35 billion in the third quarter of 2024; Energy Storage pricing fell 16% while volumes rose 8%.
Net loss attributable to Albemarle was $161 million, or $1.72 per diluted share, including a $181 million goodwill impairment charge associated with Ketjen.
Adjusted EBITDA was $226 million, up 7%; adjusted loss was $0.19 per diluted share versus $1.55 a year earlier.
Full-year 2025 outlook was enhanced toward the higher end of the $9/kg scenario ranges, capital expenditures are now expected at about $600 million, and positive free cash flow of $300 million to $400 million is expected.
Global Net Lease reported third-quarter 2025 revenue of $121.0 million, down from $138.7 million a year earlier, mainly due to asset dispositions including the multi-tenant retail portfolio sale. It raised its full-year 2025 AFFO per share guidance to $0.95 to $0.97 from $0.92 to $0.96, and Fitch upgraded its corporate credit rating to investment-grade BBB-. For shareholders, lower revenue and AFFO per share were partly offset by a narrower net loss, the higher guidance range and a $2.0 billion reduction in net debt since third quarter 2024.
Q3 2025 revenue was $121.0 million versus $138.7 million in Q3 2024; AFFO was $53.2 million, or $0.24 per share, versus $73.9 million, or $0.32 per share
Net loss attributable to common stockholders narrowed to $71.1 million from $76.6 million a year earlier
Full-year 2025 AFFO per share guidance raised to $0.95 to $0.97 from $0.92 to $0.96; Net Debt to Adjusted EBITDA guidance unchanged at 6.5x to 7.1x
Fitch upgraded the corporate credit rating to investment-grade BBB- from BB+; company completed a $1.8 billion refinancing of its Revolving Credit Facility and repurchased 12.1 million shares for $91.7 million year-to-date through October 3
Effective October 31, 2025, Apogee Enterprises replaced CEO Ty Silberhorn, who also left the Board, with Independent Chair Donald Nolan, who becomes CEO and Executive Chair. The Board has begun evaluating internal and external CEO succession candidates, and the company reaffirmed its fiscal 2026 outlook for net sales of $1.39 billion to $1.42 billion and adjusted diluted EPS of $3.60 to $3.90.
Donald A. Nolan becomes CEO and Executive Chair effective October 31, 2025; Patricia K. Wagner named Lead Independent Director
Silberhorn's separation agreement provides $932,000 in cash in 24 monthly installments, accelerated vesting of 78,376 restricted shares, a $466,000 incentive payment, and a $742,500 cash payment plus 16,867 performance award shares
Nolan's offer letter runs through October 31, 2026, with a $925,000 base salary, a $100,000 travel payment, and a restricted stock award valued at $1.75 million
Fiscal 2026 outlook reaffirmed: net sales of $1.39 billion to $1.42 billion and adjusted diluted EPS of $3.60 to $3.90
FICO reported fourth-quarter fiscal 2025 revenue of $516 million, up 14% from $454 million a year earlier, and diluted earnings per share of $6.42 versus $5.44. Growth came mainly from Scores revenue, which rose 25%, and the company issued fiscal 2026 guidance calling for revenue of $2.35 billion and GAAP EPS of $33.47. For shareholders, revenue and profit both grew, though a $10.9 million restructuring charge reduced reported results.
Quarterly net income was $155.0 million, or $6.42 per diluted share, versus $135.7 million, or $5.44, a year earlier.
Scores revenue was $311.6 million, up 25%; Software revenue was flat at $204.2 million.
Fiscal 2026 guidance: revenue $2.35 billion, GAAP net income $795 million, GAAP EPS $33.47, non-GAAP EPS $38.17.
A pre-tax restructuring charge of $10.9 million, or $0.34 per share after tax, was recorded in the quarter.
Devon Energy reported third-quarter 2025 net earnings of $687 million, or $1.09 per diluted share, down from $899 million in the second quarter and $812 million a year earlier, while total revenues rose to $4.3 billion. Production of 853,000 barrels of oil equivalent per day exceeded the top end of guidance, and the company gave fourth-quarter and 2026 production and capital outlooks, with 2026 capital projected at $3.5 billion to $3.7 billion.
Net earnings were $687 million, or $1.09 per diluted share; core earnings were $656 million, or $1.04 per diluted share.
Operating cash flow was $1.7 billion and free cash flow was $820 million.
Production averaged 853,000 Boe per day, above the top end of guidance; 2026 production is projected at 835,000 to 855,000 Boe per day.
The company declared a quarterly dividend of $0.24 per share, payable Dec. 30, 2025, and repurchased $250 million of shares in the quarter.
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