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).
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.
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
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
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.
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.
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
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.
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
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%
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.
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
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.
Deluxe reported third quarter 2025 revenue of $540.2 million, up 2.2% from a year earlier, and net income of $33.7 million, up from $8.9 million. The company raised its full-year 2025 adjusted diluted EPS guidance to $3.45 to $3.60 and kept its revenue, adjusted EBITDA, and free cash flow outlook within narrowed ranges.
Q3 2025 revenue was $540.2 million, up 2.2% from $528.4 million; comparable adjusted revenue rose 2.5%.
Q3 comparable adjusted diluted EPS was $1.09, up 29.8% from $0.84; GAAP diluted EPS was $0.74 versus $0.20.
Full-year 2025 adjusted diluted EPS guidance was raised to $3.45 to $3.60; revenue guidance of $2.11 to $2.13 billion was affirmed.
Free cash flow for the first nine months was $95.9 million, up $31.6 million; the board approved a $0.30 quarterly dividend payable December 1, 2025.
Tutor Perini reported third-quarter 2025 revenue of $1.42 billion, up 31% from $1.08 billion a year earlier, and swung to diluted earnings of $0.07 per share from a loss of $1.92 per share. The company raised its 2025 Adjusted EPS guidance to $4.00 to $4.20 from $3.65 to $3.95, its third consecutive increase, and reported a record backlog of $21.6 billion.
Q3 2025 revenue of $1.42 billion, up 31% from $1.08 billion in Q3 2024
Diluted EPS of $0.07 versus a loss of $1.92 a year earlier; Adjusted EPS of $1.15 versus an adjusted loss of $1.61
2025 Adjusted EPS guidance raised to $4.00 to $4.20 from $3.65 to $3.95; GAAP EPS guidance no longer provided
Record backlog of $21.6 billion at September 30, 2025, up 54%; Q3 operating cash flow of $289.1 million
Innoviva reported third-quarter 2025 total revenue of $107.8 million, up 20% from a year earlier, and net income of $89.9 million, or $1.30 basic per share, compared with $1.2 million in the prior-year quarter. Income from operations fell 20% to $34.6 million, which the company attributed mainly to a non-recurring research and development expense, while net favorable changes in investment fair values drove the higher net income. The company also announced a new share repurchase program of up to $125 million.
Total revenue was $107.8 million, up 20% from $89.5 million in Q3 2024.
Net income was $89.9 million, or $1.30 basic per share, versus $1.2 million, or $0.02 per share, a year earlier.
Income from operations was $34.6 million, down 20% from $43.2 million, mainly due to a non-recurring R&D expense.
Board authorized a new share repurchase program of up to $125.0 million, with no termination date.
Texas Pacific Land reported third-quarter 2025 net income of $121.2 million, or $5.27 per diluted share, up from $116.1 million in the second quarter, on total revenues of $203.1 million. The board also approved a three-for-one stock split, expected in December 2025, which will change per-share figures once effective.
Q3 2025 total revenues were $203.1 million versus $187.5 million in Q2 2025; diluted EPS was $5.27 versus $5.05.
Water Services and Operations segment revenues were $80.8 million, a company record.
Three-for-one stock split approved November 3, 2025; expected to be completed in December 2025, subject to the Board setting the effective date.
Royalty acquisition of about 17,306 net acres closed November 3, 2025 for $474.1 million in cash; quarterly dividend of $1.60 per share payable December 15, 2025.
Allstate reported third-quarter 2025 results, with revenue of $17.3 billion, up 3.8% from the prior year quarter. Net income applicable to common shareholders was $3.7 billion, or $13.95 per diluted share, compared with $1.2 billion a year earlier, and adjusted net income was $3.0 billion, or $11.17 per diluted share, versus $3.91 a year earlier. Net income includes a $720 million gain on disposition of operations, which adjusted net income excludes.
Total revenues $17.3 billion, up $628 million or 3.8% from Q3 2024
Net income applicable to common shareholders $3.7 billion, or $13.95 per diluted share, versus $4.33 a year earlier
Adjusted net income $3.0 billion, or $11.17 per diluted share, versus $3.91 a year earlier
Property-Liability recorded combined ratio 80.1 versus 96.4; catastrophe losses $558 million versus $1.7 billion
Corpay reported third-quarter 2025 revenue of $1,172.5 million, up 14%, with GAAP diluted EPS of $3.91 versus $3.90 a year earlier, and raised its full-year 2025 outlook. The company also completed the Alpha Group acquisition on October 31, 2025, for about £1.8 billion in cash, funded by borrowings under an amended credit facility that adds a $900 million Term Loan B.
Q3 2025 revenue was $1,172.5 million, up from $1,029.2 million; net income attributable to Corpay was $277.9 million, versus $276.4 million.
Adjusted net income per diluted share rose 14% to $5.70 from $5.00.
Full-year 2025 revenue guidance was raised to $4,505 million to $4,525 million, and GAAP diluted EPS guidance to $15.88 to $16.08.
The Alpha acquisition closed October 31, 2025; on November 5, 2025, Revolver B commitments rose $1 billion to $1.5 billion and a $900 million Term Loan B maturing November 5, 2032 was added.
LiveRamp reported results for the quarter ended September 30, 2025, with total revenue up 8% to $200 million and GAAP diluted earnings per share of $0.42, compared with $0.03 a year earlier. The company also issued an updated fiscal 2026 outlook, with full-year revenue now expected at $804 million to $818 million and non-GAAP operating income at $178 million to $182 million.
Q2 total revenue $200 million, up 8%; subscription revenue $150 million, up 5%; Marketplace & Other revenue $50 million, up 18%
GAAP income from operations $21 million versus $7 million a year earlier; non-GAAP operating income $45 million, up 10%
GAAP diluted EPS $0.42 versus $0.03; non-GAAP diluted EPS $0.55 versus $0.51
Q3 fiscal 2026 revenue guidance of $209 million to $213 million; ARR $516 million, up 7%
SiTime reported third-quarter 2025 revenue of $83.6 million, up 45% from $57.7 million a year earlier. GAAP net loss was $8.0 million, or $0.31 per diluted share, compared with a $19.3 million loss in the year-ago quarter, while non-GAAP net income was $23.4 million, or $0.87 per diluted share. CEO Rajesh Vashist said he expects growth to exceed 50% year over year for 2025.
Q3 2025 net revenue was $83.6 million, up from $57.7 million in Q3 2024.
GAAP net loss was $8.0 million, or $0.31 per diluted share, versus a $19.3 million loss in Q3 2024.
Non-GAAP net income was $23.4 million, or $0.87 per diluted share; cash, cash equivalents and short-term investments were $809.6 million at September 30, 2025.
CEO Rajesh Vashist expects growth to exceed 50% year over year for 2025; the company will discuss its business outlook on the earnings call.
Acadia Pharmaceuticals reported third quarter 2025 total revenue of $278.6 million, up 11% from a year earlier, and net income of $71.8 million, or $0.42 per diluted share, compared with $32.8 million a year earlier. The company raised its 2025 NUPLAZID net product sales guidance and lowered the top of its DAYBUE sales range while narrowing it; the net income gain includes a one-time tax benefit.
Q3 2025 total revenue of $278.6 million, up 11% year-over-year; NUPLAZID sales $177.5 million and DAYBUE sales $101.1 million
Q3 net income of $71.8 million ($0.42 diluted) vs. $32.8 million ($0.20) in Q3 2024, including a one-time tax benefit tied to the One Big Beautiful Bill Act
2025 total revenue guidance of $1.070 to $1.095 billion, vs. prior $1.045 to $1.095 billion; NUPLAZID guidance raised to $685 to $695 million from $665 to $690 million
Cash, cash equivalents and investment securities of $847.0 million at September 30, 2025
NCR Atleos reported third quarter 2025 results, with total revenue up 4% to $1.12 billion and net income attributable to Atleos up 24% to $26 million. The company reaffirmed its full-year 2025 guidance ranges, and it is revising previously issued financial statements for immaterial misstatements that overstated pre-tax income in fiscal years 2023 and 2024 and the first two quarters of 2025.
Total revenue $1.12 billion, up 4% year over year; recurring revenue was 70% of total revenue
Net income attributable to Atleos $26 million, up 24%; GAAP diluted EPS $0.34, up 21%; adjusted diluted EPS $1.09, up 22%
Net cash provided by operating activities $27 million in the quarter, compared with $107 million in the prior year period
Full-year 2025 guidance ranges reaffirmed; conference call scheduled for November 6, 2025 at 8:30 a.m. Eastern Time
Pursuit Attractions and Hospitality reported third quarter 2025 revenue of $241.0 million, up 32.2% from a year earlier, and net income attributable to Pursuit of $73.9 million, versus $48.6 million. The company raised its full-year 2025 adjusted EBITDA guidance to $116 million to $122 million, an increase of $6 million at the midpoint, which points to higher expected profit for shareholders.
Q3 2025 revenue was $241.0 million, up $58.8 million from $182.3 million in Q3 2024.
Diluted EPS attributable to Pursuit was $2.60, versus $1.65; adjusted EBITDA was $117.4 million, versus $82.9 million.
Full-year 2025 adjusted EBITDA guidance was raised to $116 million to $122 million from $108 million to $118 million.
Q3 results included a $4.2 million pre-tax gain from business interruption insurance proceeds tied to the 2024 Jasper wildfire.
Royal Gold reported third-quarter 2025 net income of $126.8 million, or $1.92 per share, up from $96.2 million, or $1.46 per share, a year earlier, on revenue of $252.1 million versus $193.8 million. The company said revenue and operating cash flow were records, and adjusted net income was a record $136.2 million. The Sandstorm Gold and Horizon Copper acquisitions closed on October 20, 2025, after the quarter ended, and management kept its 2025 metal sales, DD&A and tax rate forecasts within previously provided ranges.
Q3 2025 revenue was $252.1 million, up from $193.8 million in Q3 2024, at an average gold price of $3,457 per ounce
Net income was $126.8 million, or $1.92 per share; adjusted net income was a record $136.2 million, or $2.06 per share
Operating cash flow was $174.0 million, compared with $136.7 million a year earlier
Sandstorm and Horizon acquisitions closed October 20, 2025; Royal Gold's share count rose to 84.4 million shares
CareTrust REIT reported third quarter 2025 net income of $74.9 million, or $0.35 per diluted share, up from $0.21 a year earlier, and normalized FFO of $0.45 per diluted share, up from $0.38. The company also updated its 2025 guidance, though the filing does not state the prior guidance, so the direction of the change cannot be determined from this document.
Q3 net income of $74.9 million, or $0.35 per diluted share, up $0.14 or 67% year over year
Q3 normalized FFO of $94.7 million, or $0.45 per diluted share, up 18% year over year
Updated 2025 guidance: net income of $1.41 to $1.42 per share, normalized FFO of $1.76 to $1.77, normalized FAD of $1.76 to $1.77
Quarterly dividend of $0.335 per share maintained; company had $334 million in cash and a $1.2 billion undrawn revolver since quarter end
Encore Capital Group reported third quarter 2025 results on November 5, 2025, with diluted earnings per share of $3.17, up from $1.26 a year earlier, and total revenues of $460.4 million, up 25%. The company raised its full-year 2025 collections guidance to approximately $2.55 billion, which it says reflects 18% growth, and its board added $300 million to its share repurchase program.
Diluted EPS was $3.17 versus $1.26 a year earlier; net income was $74.7 million, up 144%.
Collections were a record $663 million, up 20%, including $502 million in the U.S.
Full-year 2025 collections guidance was raised to approximately $2.55 billion; portfolio purchasing guidance was unchanged.
About $60 million of shares were repurchased year-to-date, and the board added $300 million to the repurchase program.
Coherent Corp. reported first quarter fiscal 2026 revenue of $1.58 billion, up 17% from a year earlier, with GAAP diluted EPS of $1.19 versus a loss of $0.04 a year earlier. The company also gave second quarter revenue guidance of $1.56 billion to $1.70 billion and non-GAAP EPS guidance of $1.10 to $1.30, and it closed the sale of its Aerospace and Defense business.
Q1 revenue $1.58 billion, up 17.3% year over year; 19% on a pro forma basis, adjusted for the Aerospace and Defense sale
Q1 GAAP diluted EPS $1.19 versus $(0.04) a year earlier; non-GAAP diluted EPS $1.16, up from $0.67
Q2 fiscal 2026 guidance: revenue $1.56 billion to $1.70 billion; non-GAAP EPS $1.10 to $1.30
Paid down $400 million of debt in the quarter and refinanced its debt; Q1 GAAP net earnings include a $115.2 million gain on the business sale
Lyft reported third-quarter 2025 revenue of $1.7 billion, up 11% year over year, and net income of $46.1 million, compared with a net loss of $12.4 million a year earlier. The company also issued fourth-quarter 2025 guidance calling for Gross Bookings of $5.01 billion to $5.13 billion and Adjusted EBITDA of $135 million to $155 million, which shareholders can compare with future results.
Revenue of $1.7 billion ($1,685.2 million), up 11% year over year; Gross Bookings of $4.8 billion, up 16%.
Net income of $46.1 million, or $0.11 per diluted share, versus a net loss of $12.4 million, or $(0.03) per share, in Q3 2024.
Adjusted EBITDA of $138.9 million, up 29% from $107.3 million; trailing twelve-month free cash flow of $1.03 billion.
Q4 2025 outlook: Gross Bookings of $5.01 billion to $5.13 billion and Adjusted EBITDA of $135 million to $155 million.
ADMA Biologics reported third quarter 2025 total revenue of $134.2 million, up 12% from a year earlier, and GAAP net income of $36.4 million, up from $35.9 million. The company raised its full-year 2025 revenue guidance to at least $510 million and its 2026 revenue guidance to at least $630 million, but lowered 2025 adjusted net income guidance to approximately $158 million from more than $175 million because of a higher effective tax rate.
Q3 2025 GAAP net income was $36.4 million versus $35.9 million in Q3 2024; adjusted EBITDA was $58.7 million, up 29%.
Gross margin was 56.3% versus 49.8% a year earlier.
FY 2025 revenue guidance raised to at least $510 million; FY 2025 adjusted net income revised to approximately $158 million from more than $175 million.
FY 2026 revenue guidance raised to at least $630 million; FY 2026 adjusted EBITDA guidance raised to more than $355 million.
Paycom Software reported third-quarter 2025 revenue of $493.3 million, up 9.1% from a year earlier, and GAAP diluted earnings of $1.96 per share, up from $1.31. GAAP results include a $26.3 million tax-adjusted gain from modifying a naming rights agreement, and the company issued full-year 2025 guidance for revenue of $2.045 billion to $2.055 billion and adjusted EBITDA of $872 million to $882 million.
Q3 total revenue $493.3 million, up 9.1% from $451.9 million
GAAP net income $110.7 million, or $1.96 per diluted share, versus $73.3 million, or $1.31, a year earlier; includes a $26.3 million tax-adjusted naming rights gain
Non-GAAP net income $109.6 million, or $1.94 per diluted share, versus $93.4 million, or $1.67
Full-year 2025 guidance: revenue $2.045 billion to $2.055 billion; adjusted EBITDA $872 million to $882 million
Remitly reported third-quarter 2025 revenue of $419.5 million, up 25% from a year earlier, and net income of $8.8 million, compared with $1.9 million. The company raised its full-year 2025 revenue and Adjusted EBITDA outlook, which gives shareholders a higher expected range for the year.
Q3 2025 revenue was $419.5 million, up from $336.5 million; send volume rose 35% to $19.5 billion.
Q3 net income was $8.8 million versus $1.9 million a year earlier; Adjusted EBITDA was $61.2 million, up 29%.
Full-year 2025 revenue outlook is $1.619 billion to $1.621 billion, up from $1.610 billion to $1.620 billion; Adjusted EBITDA outlook is $234 million to $236 million, up from $225 million to $230 million.
Q4 2025 revenue is expected at $426 million to $428 million, growth of 21% to 22%.
CRH reported third-quarter 2025 revenue of $11.1 billion, up 5% from a year earlier, with net income of $1.5 billion (up 9%) and diluted EPS of $2.21 (up 12%). The company reaffirmed its 2025 net income guidance of $3.8 billion to $3.9 billion and raised the midpoint of its adjusted EBITDA guidance to $7.65 billion from $7.6 billion, while also declaring a quarterly dividend of $0.37 per share, up 6%.
Q3 2025 revenue $11.1 billion (up 5%); net income $1.5 billion (up 9%); diluted EPS $2.21 (up 12%)
Adjusted EBITDA $2.7 billion (up 10%); net income margin 13.7%, adjusted EBITDA margin 24.3%
2025 guidance: net income reaffirmed at $3.8 billion to $3.9 billion; adjusted EBITDA midpoint raised to $7.65 billion from $7.6 billion
Quarterly dividend of $0.37 per share, payable Dec. 17, 2025, to holders of record Nov. 21, 2025; net debt rose to $15.0 billion from $10.5 billion at December 31, 2024
Dutch Bros reported third-quarter 2025 results on November 5, 2025, with total revenue up 25.2% to $423.6 million and net income of $27.3 million, compared with $21.7 million a year earlier. The company raised its full-year 2025 total revenue guidance to between $1.61 billion and $1.615 billion, while its Adjusted EBITDA guidance of $285 million to $290 million was unchanged.
Q3 2025 total revenue rose 25.2% to $423.6 million from $338.2 million; diluted EPS was $0.14 versus $0.11
Systemwide same shop sales rose 5.7%, with transactions up 4.7%; the company says the trend continued through October
2025 total revenue guidance raised to $1.61 billion to $1.615 billion; same shop sales growth now expected at about 5%
Company-operated shops gross margin was 21.0%, down 120 basis points year over year
DoorDash reported third-quarter 2025 results for the quarter ended September 30, 2025, with revenue up 27% year over year to $3.4 billion and GAAP net income attributable to common stockholders up 51% to $244 million. The company gave fourth-quarter 2025 guidance of $28.9 billion to $29.5 billion for Marketplace GOV and $710 million to $810 million for Adjusted EBITDA, and said it expects to invest several hundred million dollars more in 2026 than in 2025. Results include the Deliveroo acquisition, which closed on October 2, and as of November 4 the company had not repurchased any shares under its $5.0 billion February 2025 authorization.
Total Orders rose 21% year over year to 776 million, and Marketplace GOV rose 25% to $25.0 billion.
Adjusted EBITDA rose 41% year over year to $754 million, but GAAP net income fell from $285 million in Q2 2025 to $244 million.
Q4 2025 outlook: Marketplace GOV of $28.9 billion to $29.5 billion and Adjusted EBITDA of $710 million to $810 million.
Deliveroo is expected to contribute approximately $45 million to Adjusted EBITDA in Q4 2025 and approximately $200 million in 2026.
Service Corporation International's board declared a quarterly cash dividend of $0.34 per share, up 6.3% from $0.32, payable December 31, 2025 to holders of record on December 15, 2025. Separately, director Alan R. Buckwalter III will retire when his term expires at the 2026 annual shareholder meeting, and five executives' employment agreements were extended to December 31, 2026.
Quarterly dividend of $0.34 per share, a 6.3% increase from the prior $0.32 per share
Dividend payable December 31, 2025 to shareholders of record at the close of business on December 15, 2025
Director Alan R. Buckwalter III, who served 23 years, will retire at the 2026 annual shareholder meeting
Employment agreements for Thomas L. Ryan, Eric D. Tanzberger, Sumner J. Waring III, Elisabeth G. Nash and John H. Faulk extended to December 31, 2026
Safehold reported results for the quarter ended September 30, 2025, with revenue up 6% to $96.2 million and GAAP net income attributable to common shareholders up to $29.3 million, or $0.41 per share, from $19.3 million, or $0.27 per share, a year earlier. The prior-year quarter included a $6.8 million general provision for credit losses, and excluding non-recurring gains and losses, EPS rose 12% to $0.41 from $0.37, which shows the gain was not only due to that comparison.
Q3 2025 revenue $96.2 million, up 6% from $90.7 million in Q3 2024; nine-month revenue $287.7 million, up 5%
Q3 2025 GAAP EPS $0.41 versus $0.27; EPS excluding non-recurring gains and losses $0.41 versus $0.37
Four new ground leases totaling $42 million originated in Q3 2025; cash and credit facility availability $1.13 billion at September 30, 2025
Jazz Pharmaceuticals reported third-quarter 2025 total revenue of $1.13 billion, up 7% from a year earlier, and GAAP net income of $251.4 million, or $4.08 per diluted share, compared with $215.1 million, or $3.42 per share, in the prior-year quarter. The company raised its 2025 non-GAAP adjusted net income guidance to $475 million to $525 million from $300 million to $350 million, but nine-month GAAP results show a net loss of $559.6 million due to a large acquired in-process R&D charge and litigation settlements.
Q3 2025 total revenues were $1,126.1 million, up from $1,055.0 million in Q3 2024.
GAAP net income was $251.4 million ($4.08 per diluted share) versus $215.1 million ($3.42) a year earlier.
2025 non-GAAP adjusted net income guidance rose to $475 million-$525 million from $300 million-$350 million.
Nine-month GAAP net loss was $559.6 million, compared with net income of $369.0 million in the prior-year period.
Robinhood reported third-quarter 2025 revenue of $1.27 billion, up 100% from a year earlier, with net income of $556 million and diluted EPS of $0.61. The company also raised its 2025 Adjusted Operating Expenses and SBC outlook to approximately $2.28 billion and said CFO Jason Warnick will retire, with Shiv Verma expected to succeed him as CFO.
Total net revenues up 100% year-over-year to $1.27 billion; net income up 271% to $556 million
Diluted EPS up 259% year-over-year to $0.61
2025 Adjusted Operating Expenses and SBC outlook now approximately $2.28 billion, versus a prior range of $2.15 billion to $2.25 billion
Warnick moves to an advisory role in Q1 2026 and remains employed through September 1, 2026; Shiv Verma to take over as CFO, subject to Board appointment
Sezzle reported third-quarter 2025 total revenue of $116.8 million, up 67.0% year over year, and net income of $26.7 million, up 72.7%, and raised several FY2025 guidance measures. The company also increased its revolving credit facility capacity to $225.0 million and said CFO Karen Hartje will transition away from her role over the next twelve months under a consulting agreement. Shareholders get stronger reported results alongside a senior finance leadership change.
Q3 2025 diluted EPS was $0.75 versus $0.44; adjusted diluted EPS was $0.71 versus $0.47.
FY2025 Adjusted EBITDA guidance raised to $175.0–$180.0 million from $170.0–$175.0 million; adjusted EPS guidance raised to $3.38 from $3.25.
Credit facility capacity raised to $225.0 million from $150.0 million under Amendment No. 3, executed October 30, 2025.
CFO Karen Hartje will be paid $10,000 per month under a consulting agreement dated November 1, 2025.
Talen Energy reported third quarter 2025 GAAP net income attributable to stockholders of $207 million, up from $168 million a year earlier, and Adjusted EBITDA of $363 million, up from $230 million. The company narrowed its 2025 Adjusted EBITDA guidance to $975 million to $1 billion and reaffirmed its 2026 guidance, which includes pro forma impacts of the pending Freedom and Guernsey acquisitions. Those acquisitions are expected to close in the first quarter of 2026 or sooner, subject to regulatory approvals.
Q3 operating revenues were $812 million versus $650 million a year earlier; diluted EPS was $4.25 versus $3.16.
2025 Adjusted EBITDA guidance narrowed to $975 million-$1 billion; 2026 guidance reaffirmed at $1.75 billion-$2.05 billion.
Financing for the Freedom and Guernsey acquisitions includes $2.7 billion in senior unsecured notes and a $1.2 billion term loan B.
Share repurchase capacity was raised to $2 billion through December 31, 2028, contingent on the acquisitions closing.
Duolingo reported third-quarter 2025 results with revenue of $271.7 million, up 41% from a year earlier, and daily active users of 50.5 million, up 36%. The company raised its full-year 2025 bookings guidance slightly at the midpoint and raised its full-year Adjusted EBITDA margin guidance to 29.0% at the midpoint, while net income of $292.2 million included a one-time $222.7 million income-tax benefit.
Q3 2025 revenue was $271.7 million, up 41% year over year; total bookings were $281.9 million, up 33%.
Net income was $292.2 million, including a one-time income-tax benefit of $222.7 million from releasing a valuation allowance.
Adjusted EBITDA was $80.0 million, a 29.5% margin, compared with $47.5 million and 24.7% a year earlier.
Full-year 2025 revenue guidance is $1,027.5 million to $1,031.5 million, and bookings guidance is $1,151 million to $1,157 million.
Xencor reported third quarter 2025 results on November 5, 2025, with revenue of $21.0 million, up from $17.8 million a year earlier, and a net loss of $6.0 million, or $(0.08) per share, compared with a net loss of $46.3 million, or $(0.72) per share, in the third quarter of 2024. The company said it expects to end 2025 with between $570 million and $590 million in cash, cash equivalents and marketable debt securities, and that it has cash to fund operations into 2028. Other income, net of $41.5 million, which was driven mainly by unrealized gains on marketable equity securities, helped narrow the loss.
Q3 2025 revenue was $21.0 million, versus $17.8 million in Q3 2024, primarily non-cash royalty revenue from Alexion and Incyte.
Q3 2025 net loss attributable to Xencor was $6.0 million, or $(0.08) per share, versus $46.3 million, or $(0.72) per share, a year earlier.
Research and development expenses fell to $54.4 million from $58.2 million, and general and administrative expenses were $14.2 million.
Cash, cash equivalents and marketable debt securities were $633.9 million as of September 30, 2025; year-end 2025 cash guidance is $570 million to $590 million.
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