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).
Brighthouse Financial reported third-quarter 2025 net income available to shareholders of $453 million, or $7.89 per diluted share, up from $150 million, or $2.47 per share, a year earlier, including a $316 million net favorable impact from the annual actuarial review. The same day, the company agreed to a definitive merger in which an affiliate of Aquarian Capital LLC will acquire it for $70.00 per share in cash, a transaction valued at about $4.1 billion. The company also canceled its earnings conference call because of the pending deal.
Aquarian Capital affiliate to acquire Brighthouse Financial for $70.00 per share in an all-cash deal valued at about $4.1 billion
Net income available to shareholders of $453 million, or $7.89 per diluted share, versus $150 million, or $2.47, in Q3 2024
Adjusted earnings, less notable items, of $261 million, or $4.54 per diluted share, versus $243 million, or $3.99, in Q3 2024
Estimated combined RBC ratio of 435% to 455%; holding company liquid assets of $1.0 billion as of September 30, 2025
Ziff Davis reported unaudited third-quarter 2025 revenue of $363.7 million, up 2.9% from a year earlier, and GAAP net loss narrowed to $3.6 million from $48.6 million. Adjusted diluted EPS rose 7.3% to $1.76, and the company reaffirmed its 2025 guidance. It also said it has engaged outside advisors to evaluate opportunities, including the potential sale of entire divisions, though no final decisions have been made.
Q3 2025 revenue $363.7 million, up 2.9% from $353.6 million; fifth consecutive quarter of revenue growth
GAAP net loss of $3.6 million, or $(0.09) per diluted share, versus a $48.6 million loss in Q3 2024; both periods include goodwill impairments ($17.6 million in 2025, $85.3 million in 2024)
Adjusted EBITDA was $124.1 million, down 0.5% from $124.7 million; free cash flow rose to $108.2 million from $80.1 million
2025 guidance reaffirmed: revenues $1,442 million to $1,502 million; Adjusted EBITDA $505 million to $542 million; Adjusted diluted EPS $6.64 to $7.28; earnings call Nov. 7, 2025 at 8:30 a.m. ET
Alliant Energy reported third-quarter 2025 GAAP EPS of $1.09, down from $1.15, and ongoing EPS of $1.12, also down from $1.15, while nine-month GAAP EPS rose to $2.59 from $2.10. The company narrowed its 2025 ongoing EPS guidance to $3.17-$3.23, issued 2026 ongoing EPS guidance of $3.36-$3.46, and raised its 2026 dividend target to $2.14 per share, which matters to shareholders because it sets the company's earnings and dividend outlook while raising its capital spending plan.
Q3 2025 GAAP EPS $1.09 vs $1.15; ongoing EPS $1.12 vs $1.15; Q3 revenue $1,210 million vs $1,081 million
Nine months 2025 GAAP EPS $2.59 vs $2.10 (up 23.3%); ongoing EPS $2.62 vs $2.33 (up 12.4%)
2026 ongoing EPS guidance $3.36-$3.46 (6.6% midpoint growth over 2025); 2026 dividend target $2.14 per share vs $2.03
Four-year capital expenditure forecast raised 17% to $13.4 billion; contracted data center demand of 3 GW
American Healthcare REIT reported third quarter 2025 net income attributable to its controlling interest of $55.9 million, or $0.33 per diluted share, compared with a loss of $4.1 million a year earlier, and raised its full-year 2025 guidance. The company's full-year NFFO guidance now runs from $1.69 to $1.72 per share, up from $1.64 to $1.68, which gives shareholders a higher expected earnings base for 2025.
Q3 2025 revenue was $572.9 million, up from $523.8 million in Q3 2024; net income attributable to controlling interest was $55.9 million, or $0.33 per diluted share, versus a loss of $4.1 million, or $0.03 per share.
Q3 2025 NFFO was $0.44 per diluted share, compared with $0.36 in Q3 2024.
2025 NFFO guidance was raised to $1.69 to $1.72 per share from $1.64 to $1.68; total portfolio same-store NOI growth guidance was raised to 13.0% to 15.0% from 11.0% to 14.0%.
Net debt to annualized adjusted EBITDA improved to 3.5x as of September 30, 2025, from 3.7x as of June 30, 2025.
Northrop Grumman's board elected John Greene, former chief financial officer of Discover Financial Services, as corporate vice president and CFO, effective January 7, 2026. Current CFO Ken Crews is stepping down from the role on that date and will serve in an advisory capacity until February 20, 2026. The company reaffirmed its 2025 guidance and 2026 outlook, so the change is a leadership transition with no stated change to financial targets.
John Greene, 60, was elected by the board on November 3, 2025; he will be CFO effective January 7, 2026, and report to CEO Kathy Warden.
Greene's base salary is $955,000, with a sign-on grant of Restricted Stock Rights valued at $2,000,000.
Crews remains CFO through January 7, 2026, then serves in an advisory role until February 20, 2026.
The company reaffirmed its 2025 financial guidance and 2026 outlook, first shared on its October 21 earnings call.
Con Edison reported third-quarter 2025 net income for common stock of $688 million, or $1.91 a share, up from $588 million, or $1.70 a share, a year earlier. It narrowed its 2025 adjusted earnings per share forecast to $5.60 to $5.70, from $5.50 to $5.70, and said the company's utility subsidiary reached a joint settlement on a three-year rate plan that still needs regulatory approval.
Q3 2025 net income for common stock was $688 million ($1.91 a share) vs. $588 million ($1.70 a share) in Q3 2024; adjusted EPS was $1.90 vs. $1.68.
Nine-month 2025 GAAP net income was $1,726 million ($4.84 a share) vs. $1,510 million ($4.37 a share); nine-month adjusted EPS was $4.82 vs. $4.42.
2025 adjusted EPS guidance is $5.60 to $5.70, up from $5.50 to $5.70 at the low end, and the company described it as narrowed to the upper half of the original range.
The CECONY joint proposal covers January 2026 through December 2028 and assumes a 9.40% return on equity and 48% equity ratio, subject to New York State Public Service Commission approval.
Mettler-Toledo reported third-quarter 2025 sales up 8% to $1,029.7 million and diluted EPS of $10.57, compared with $9.96 a year earlier. The company raised its full-year 2025 adjusted EPS forecast to $42.05 to $42.25 from $42.20 at the top end of the prior range of $41.70 to $42.20, and authorized an additional $2.75 billion for share repurchases.
Q3 2025 adjusted EPS was $11.15, up 9% from $10.21; GAAP diluted EPS was $10.57 versus $9.96.
Full-year 2025 local currency sales growth is forecast at approximately 2%, and adjusted EPS at $42.05 to $42.25 versus prior guidance of $41.70 to $42.20.
The Board added $2.75 billion to the share repurchase program, which had $1.1 billion remaining as of September 30, 2025.
For the fourth quarter, adjusted EPS is forecast at $12.68 to $12.88, which includes an estimated 7% gross headwind from higher tariff costs.
Concentra Group Holdings reported third-quarter 2025 revenue of $572.8 million, up 17.0% from a year earlier, and net income of $49.8 million, up 8.9%. The company raised its full-year 2025 guidance and authorized a $100 million share repurchase program. For the nine months, net income fell 8.3% to $136.7 million, which the company attributed to higher interest expense from its IPO recapitalization.
Q3 2025 revenue of $572.8 million, up 17.0% from $489.6 million; net income of $49.8 million, up 8.9%
Q3 earnings per share of $0.38, compared with $0.37 in Q3 2024
Raised 2025 guidance: revenue of $2.145 billion to $2.160 billion and Adjusted EBITDA of $425 million to $430 million
Board authorized a $100 million share repurchase program expiring December 31, 2027, and declared a $0.0625 per share dividend payable December 9, 2025
Mueller Water Products said CEO Marietta Zakas will retire as CEO and board member effective February 9, 2026, and President and COO Paul McAndrew will succeed her. Zakas will serve as a Senior Advisor through December 31, 2026 under a transition agreement, and the company also reported that it will release fourth quarter and fiscal 2025 results on November 7, 2025.
Paul McAndrew, President and COO since May 2024, becomes President and CEO on February 9, 2026, and will be nominated to the Board at the annual shareholders meeting.
McAndrew's letter agreement sets a base salary of $915,000, a target annual bonus of 100% of base salary and a target long-term incentive of 370% of base salary.
Zakas's transition agreement includes a prorated fiscal 2026 bonus, a performance-based RSU award with a $2,000,000 grant date value and benefits, subject to a release of claims.
Mueller's earnings conference call on fiscal fourth quarter and full-year 2025 results is set for Friday, November 7, 2025, at 10:00 a.m. ET.
Camden Property Trust reported third quarter 2025 EPS of $1.00 per diluted share, compared with a loss of $0.04 a year earlier, and FFO of $1.67 versus $1.65. Core FFO was $1.70 per share, slightly below $1.71 a year earlier, and the company raised the midpoint of its 2025 Core FFO guidance to $6.85 from $6.81. For shareholders, the higher guidance reflects better-than-expected third quarter results and expected fourth quarter benefits from acquisition and disposition timing and lower borrowing costs.
Q3 2025 EPS was $1.00 per diluted share versus a loss of $0.04 in Q3 2024; nine-month EPS was $2.10 versus $1.13
Q3 2025 Core FFO was $1.70 per share versus $1.71 a year earlier; Core AFFO was $1.43 versus $1.48
2025 Core FFO guidance midpoint raised to $6.85 from $6.81; 2025 EPS guidance midpoint raised to $2.44 from $2.38
Same property NOI growth was 0.0% in Q3 2025 versus Q3 2024; 2025 same property NOI guidance midpoint was maintained at 0.25%
ePlus reported second-quarter fiscal 2026 net sales of $608.8 million, up 23.4%, and net earnings from continuing operations of $38.2 million, up 92.7%, and it raised its fiscal 2026 guidance for net sales, gross profit and Adjusted EBITDA. A $3.3 million loss from discontinued operations, tied to a $4.6 million contingent liability from the sold domestic financing business, partly offset these results. The board also declared a quarterly cash dividend of $0.25 per share.
Second-quarter net sales rose 23.4% to $608.8 million and gross profit rose 27.4% to $162.1 million.
Diluted EPS from continuing operations was $1.45, compared with $0.74 a year earlier.
Fiscal 2026 net sales are now expected to grow in the mid-teens from $2.01 billion in fiscal 2025.
The $0.25 dividend is payable December 17, 2025, to shareholders of record on November 25, 2025.
DNOW completed its acquisition of MRC Global on November 6, 2025, converting each MRC Global common share into the right to receive 0.9489 DNOW common shares. The company also amended its asset-based credit facility, extending maturity to November 30, 2030 and setting an $850 million revolver with an accordion feature of up to $500 million more. Shareholders will face a larger share count and a combined company whose earnings and cost synergies have not yet been reported in this filing.
Each MRC Global common share converted into the right to receive 0.9489 DNOW common shares, with cash paid for fractional shares.
Amended credit facility has an $850 million revolver, with an accordion permitting up to $500 million more (total commitments of up to $1.35 billion) and a maturity of November 30, 2030.
DNOW expects $70 million of annual cost synergies within three years following closing.
George J. Damiris and Ronald L. Jadin joined the Board, which was expanded to ten members; Gillian Anderson was appointed Vice President and Chief Accounting Officer.
Silgan Holdings elected Shawn C. Fabry as Executive Vice President and Chief Financial Officer effective November 6, 2025, as part of continued succession planning. Former CFO Kimberly Ulmer moved to Senior Vice President and Chief Accounting Officer, and Robert B. Lewis announced plans to retire as an employee effective March 31, 2026 while remaining a director.
Shawn C. Fabry, age 48, named CFO effective November 6, 2025; he most recently served as Senior Vice President, Corporate Development
Kimberly I. Ulmer, age 58, moved from CFO to Senior Vice President and Chief Accounting Officer
Robert B. Lewis to retire as Executive Vice President, Corporate Development and Administration effective March 31, 2026, and will continue as a director
Alexander G. Hutter, age 40, named Senior Vice President, Strategy and Investor Relations
HCI Group reported third-quarter 2025 pre-tax income of $90.6 million and diluted earnings per share of $4.90, compared with $14.1 million and $0.52 a year earlier. The company said the gain reflects higher premiums and lower catastrophe-related losses, and that book value per share rose to $63.41 from $43.45. The company also said the separation of Exzeo as an independent, publicly traded entity was completed earlier in the week.
Third-quarter pre-tax income was $90.6 million versus $14.1 million; net income after noncontrolling interests was $65.5 million versus $5.7 million.
Diluted EPS was $4.90 versus $0.52 in the third quarter of 2024.
Gross premiums earned rose 13.4% to $301.1 million; the gross loss ratio fell to 22.0% from 39.8%, reflecting lower catastrophic event activity.
Book value per share was $63.41 at September 30, 2025, versus $43.45 a year earlier.
Block reported third-quarter 2025 results, with gross profit of $2.66 billion, up 18% year over year, and GAAP net income of $462 million. The company raised its full-year 2025 guidance, now expecting gross profit of $10.243 billion and Adjusted Operating Income of $2.056 billion. Shareholders get higher expected profit for 2025, though Adjusted Diluted EPS of $0.54 rose only 2% year over year.
Q3 2025 gross profit was $2.66 billion, up 18% year over year; Cash App gross profit rose 24% and Square gross profit rose 9%.
GAAP diluted EPS was $0.74 versus $0.45 a year earlier; Adjusted Diluted EPS was $0.54 versus $0.53.
Full-year 2025 guidance: gross profit of $10.243 billion and Adjusted Operating Income of $2.056 billion.
Q4 2025 guidance: gross profit of $2.755 billion and Adjusted Operating Income of $560 million.
Celanese reported a third-quarter U.S. GAAP diluted loss of $12.39 per share, driven by about $1.5 billion in Certain Items, mainly non-cash impairments in Engineered Materials. Adjusted EPS was $1.34, down from $2.41 a year earlier, and net sales fell to $2.4 billion. The company guided fourth-quarter adjusted EPS to $0.85 to $1.00 and agreed to sell its Micromax business for about $500 million to deleverage the balance sheet.
Q3 net sales were $2.4 billion, down 4% sequentially and from $2.6 billion a year earlier; adjusted EPS was $1.34 versus $2.41 in Q3 2024.
Certain Items totaled $1.5 billion, principally non-cash asset impairment losses in the Engineered Materials segment.
Q4 2025 adjusted EPS is expected to be $0.85 to $1.00, with volume declines expected from western hemisphere seasonality.
Micromax divestiture to Element Solutions Inc. at about $500 million is expected to close in Q1 2026; Q3 free cash flow was $375 million.
Certara reported third-quarter 2025 revenue of $104.6 million, up 10% from a year earlier, and swung to net income of $1.5 million from a net loss of $1.4 million. The company raised its 2025 profitability targets and narrowed full-year revenue guidance to $415 million to $420 million, though services bookings fell 9% and management cited spending hesitancy in parts of the services business.
Q3 2025 revenue was $104.6 million, up 10%; software revenue rose 22% to $43.8 million and services revenue rose 3% to $60.8 million
Q3 net income was $1.5 million, or $0.01 per diluted share, versus a net loss of $1.4 million a year earlier; adjusted EBITDA was $35.2 million, up 7%
Full-year 2025 guidance: revenue of $415 million to $420 million, adjusted EBITDA margin of about 32%, and adjusted diluted EPS of $0.45 to $0.47
Q3 services bookings were $55.8 million, down 9% year over year, mainly from softer tier-one customer trends in regulatory services
Karman Space & Defense reported third-quarter 2025 revenue of $121.8 million, up 41.7% from a year earlier, and net income of $7.6 million, up 78.1%. The company raised and narrowed its full-year 2025 revenue and adjusted EBITDA guidance, which gives shareholders a higher expected range for the year.
Q3 2025 revenue was $121.8 million, up 41.7% year over year; net income was $7.6 million, or $0.06 per diluted share
Full-year 2025 revenue guidance raised to $461 million to $463 million, from $452 million to $458 million
Full-year 2025 non-GAAP adjusted EBITDA guidance raised to $142 million to $143 million, from $138.5 million to $141.5 million
Preliminary 2026 revenue growth expectation of 20% to 25%, excluding future acquisitions
Alarm.com reported third-quarter 2025 results on November 6, 2025, with total revenue up 6.6% to $256.4 million and SaaS and license revenue up 10.1% to $175.4 million. GAAP net income fell slightly to $35.1 million, and diluted earnings per share were $0.65, down from $0.67 a year earlier. The company raised its full-year 2025 SaaS and license revenue guidance to $685.2 million to $685.4 million.
Q3 2025 total revenue rose 6.6% to $256.4 million, versus $240.5 million in Q3 2024.
GAAP net income was $35.1 million, compared with $36.5 million; diluted EPS was $0.65, compared with $0.67.
Non-GAAP adjusted EBITDA rose 18.4% to $59.2 million, compared with $50.0 million.
Full-year 2025 SaaS and license revenue guidance is now $685.2 million to $685.4 million, up $4.1 million from the prior midpoint.
Qnity Electronics estimated third-quarter 2025 net sales of $1.3 billion, up 11% from the prior year period, and estimated GAAP net income of about $220 million, up about 6%. The company raised its 2025 net sales estimate to about $4.7 billion from about $4.6 billion and reaffirmed its 2025 adjusted pro forma operating EBITDA estimate of about $1.4 billion, while the quarterly figures remain preliminary and unaudited pending the Form 10-Q.
Q3 2025 net sales of $1.3 billion, up 11%, driven by AI demand across advanced nodes, advanced packaging and thermal management
Estimated GAAP net income of about $220 million, up about 6%; pro forma and management adjusted net income of $155 million, up 16%
Adjusted pro forma operating EBITDA up about 6%, with margin of about 29% versus 30% a year earlier
2025 net sales estimate raised to about $4.7 billion; adjusted pro forma operating EBITDA of about $1.4 billion reaffirmed
National Health Investors reported third-quarter 2025 results on November 6, 2025, with diluted net income per share attributable to common stockholders of $0.69, up from $0.65 a year earlier, and total revenues of $89.8 million, up from $82.9 million. The company raised its full-year 2025 guidance, with Normalized FFO per diluted share now expected at $4.88 to $4.91, up from $4.78 to $4.82, and said this was the third guidance increase this year.
Q3 2025 diluted EPS was $0.69 versus $0.65 in Q3 2024; nine-month diluted EPS was $2.22 versus $2.17.
Q3 2025 Normalized FFO per diluted share was $1.32 versus $1.03; NAREIT FFO per diluted share was $1.09 versus $1.03.
Q3 results include $12.1 million in write-offs of straight-line rents receivable tied to early lease terminations.
2025 guidance: NAREIT FFO per diluted share raised to $4.62 to $4.65 from $4.46 to $4.50; Normalized FFO per diluted share raised to $4.88 to $4.91 from $4.78 to $4.82.
Topgolf Callaway Brands reported third-quarter 2025 net revenue of $934.0 million, down 7.8% from $1,012.9 million a year earlier, mainly because of the sale of Jack Wolfskin. Excluding Jack Wolfskin, ongoing business revenue rose 3.2%, and the company raised its full-year 2025 revenue and Adjusted EBITDA guidance, though it still posted a GAAP net loss of $14.7 million for the quarter. Shareholders get a higher outlook for the year, but reported revenue and profit measures declined.
Q3 GAAP net loss of $14.7 million, or $0.08 per diluted share, versus a net loss of $3.6 million a year earlier
Full-year 2025 consolidated Adjusted EBITDA guidance raised to $490 million to $510 million from $430 million to $490 million
Full-year 2025 consolidated net revenue guidance raised to $3.90 billion to $3.94 billion from $3.80 billion to $3.92 billion
Company cited $12 million in incremental tariffs in its core business in Q3 and about $40 million of estimated tariff impact for 2025
Astrana Health reported third-quarter 2025 revenue of $956.0 million, up 100%, after closing its Prospect Health acquisition on July 1, 2025. Net income attributable to the company fell to $0.4 million from $16.1 million a year earlier, and it updated full-year 2025 guidance to revenue of $3.10 billion to $3.18 billion and adjusted EBITDA of $200 million to $210 million, citing delayed full-risk contract transitions.
Third-quarter total revenue $956.0 million, up 100% from $478.7 million; diluted EPS $0.01 versus $0.33.
Third-quarter adjusted EBITDA $68.5 million, up 52% from $45.2 million, at the higher end of guidance.
Full-year 2025 guidance: total revenue $3.10 billion to $3.18 billion; adjusted EBITDA $200 million to $210 million.
Third-quarter other expenses included $13.0 million for a legal matter with a provider tied to CFC Health Plan and $12.7 million in transaction and integration costs.
Palomar Holdings reported third-quarter 2025 net income of $51.5 million, or $1.87 per diluted share, up from $30.5 million, or $1.15 per diluted share, a year earlier. Adjusted net income rose 70% to $55.2 million, and the company raised its full-year 2025 adjusted net income outlook to $210 million to $215 million from $198 million to $208 million, which is a positive signal for shareholders.
Q3 2025 diluted EPS was $1.87 versus $1.15 in Q3 2024; adjusted diluted EPS was $2.01 versus $1.23
Gross written premiums rose 43.9% to $597.2 million from $415.0 million
Full-year 2025 adjusted net income outlook raised to $210 million to $215 million from $198 million to $208 million
Conference call scheduled for Friday, November 7, 2025, at 12:00 p.m. Eastern Time
Five9 reported third-quarter 2025 revenue of $285.8 million, up 8% from a year earlier, and GAAP net income of $18.0 million, or $0.21 per diluted share, compared with a net loss a year earlier. The company also announced a $150 million share repurchase authorization, including a $50 million accelerated share repurchase with JPMorgan Chase Bank, and issued fourth-quarter and full-year 2025 revenue and per-share guidance.
Q3 2025 revenue was $285.8 million, up from $264.2 million in Q3 2024; GAAP net income was $18.0 million versus a $4.5 million loss
Q3 non-GAAP net income per diluted share was $0.78, up from $0.67; adjusted EBITDA was $71.7 million, or 25.1% of revenue
Fourth-quarter 2025 revenue guidance is $294.7 million to $300.7 million; full-year 2025 revenue guidance is $1.1435 billion to $1.1495 billion
Board authorized up to $150 million in share repurchases, including a $50 million accelerated share repurchase with JPMorgan Chase Bank
Progyny reported third-quarter 2025 revenue of $313.3 million, up 9.3% from a year earlier, and net income of $13.9 million, or $0.15 per diluted share, versus $10.4 million, or $0.11, in the prior-year quarter. The company raised its full-year 2025 revenue and net income guidance and authorized a share repurchase of up to $200 million, which the guidance does not reflect. Revenue growth was reduced by a large client that did not renew, which contributed $32.8 million in the third quarter of 2024 and nothing in the third quarter of 2025.
Q3 2025 revenue $313.3 million, up 9.3%; gross margin 23.2% vs 20.7%
Q3 2025 net income $13.9 million, or $0.15 per diluted share, vs $10.4 million, or $0.11
Full-year 2025 revenue guidance $1.263 billion to $1.278 billion; net income $58.5 million to $61.5 million
Board authorized share repurchase of up to $200 million; guidance excludes its impact
Take-Two reported fiscal second-quarter 2026 results for the period ended September 30, 2025, with Net Bookings up 33% to $1.96 billion and GAAP net revenue up to $1.77 billion. The company raised its full-year fiscal 2026 Net Bookings forecast to $6.4 billion to $6.5 billion and moved the launch of Grand Theft Auto VI to November 19, 2026, though it still reported a GAAP net loss for the quarter.
Q2 GAAP net loss was $133.9 million, or $0.73 per share, versus $365.5 million, or $2.08 per share, a year earlier.
Fiscal 2026 GAAP net loss is now expected to be $414 million to $349 million, and fiscal year Net Bookings are expected at $6.4 billion to $6.5 billion.
Fiscal third-quarter (ending December 31, 2025) Net Bookings are expected at $1.55 billion to $1.60 billion, with a GAAP net loss of $90 million to $65 million.
Grand Theft Auto VI, published by Rockstar Games, is now set for November 19, 2026, on PS5 and Xbox Series X|S.
Genpact reported third-quarter 2025 results for the period ended September 30, with net revenues of $1.291 billion, up 6.6% year-over-year, and adjusted diluted EPS of $0.97, up 14.1%. The company raised its full-year 2025 adjusted diluted EPS guidance to $3.60 to $3.61, from $3.51 to $3.58, and raised its full-year net revenue growth outlook to 6.1% to 6.4% as reported.
Q3 net revenues were $1.291 billion, up 6.6%; Advanced Technology Solutions revenues rose 20.0% to $311 million
GAAP diluted EPS was $0.83, up 12.2%; net income was $146 million, up 9.8%
Full-year 2025 adjusted diluted EPS guidance raised to $3.60 to $3.61 from $3.51 to $3.58
Q4 2025 adjusted diluted EPS guidance is $0.93 to $0.94; the company repurchased about 2.0 million shares for about $90 million in the quarter
Northern Oil and Gas reported third quarter 2025 results on November 6, 2025, showing a GAAP net loss of $129.1 million, or $1.33 per share, after a non-cash $318.7 million impairment charge. That compares with net income of $298.4 million a year earlier. Production rose 8% from the year-earlier quarter, oil and gas sales fell to $482.2 million from $513.5 million, and 2025 production guidance was raised.
GAAP net loss of $129.1 million ($1.33 per share) versus net income of $298.4 million in Q3 2024, driven by a non-cash $318.7 million impairment
Oil and gas sales of $482.2 million, down from $513.5 million; Adjusted EBITDA of $387.1 million, down 6% year over year
2025 annual production guidance raised to 132,500 to 134,000 Boe per day; capital expenditure guidance tightened to $950 million to $1,025 million
Revolving credit facility amended November 5, 2025, extending maturity to November 2030; $0.45 per share dividend declared in November 2025
Solventum reported third-quarter 2025 sales of $2.1 billion, up 0.7% (2.7% organic), while adjusted diluted EPS fell 8.5% to $1.50. The company raised its full-year adjusted EPS range to $5.98 to $6.08 from $5.88 to $6.03 and launched a multiyear Transform for the Future program, which it expects to generate about $500 million in annual cost savings, though GAAP diluted EPS of $7.22 includes a $1.5 billion gain on the Purification and Filtration sale.
Q3 net sales $2,096 million, up 0.7%; organic sales up 2.7%
Adjusted diluted EPS $1.50 versus $1.64 a year earlier, down 8.5%; GAAP diluted EPS $7.22
Full-year adjusted EPS outlook raised to $5.98 to $6.08; free cash flow guidance revised to $150 million to $250 million
Transform for the Future expected to yield about $500 million in annual savings with about $500 million in cumulative pretax costs
Universal Display reported third-quarter 2025 revenue of $139.6 million, down from $161.6 million a year earlier, and net income of $44.0 million, or $0.92 per diluted share, versus $1.40 a year earlier. The company now expects 2025 revenue around the lower end of its previous $650 million to $700 million guidance range, which is a cut that matters to shareholders. It also agreed to buy OLED patent assets from Merck KGaA for $50 million in cash.
Q3 2025 total revenue $139.6 million vs. $161.6 million in Q3 2024; net income $44.0 million, $0.92 diluted EPS vs. $1.40
Royalty and license fees fell to $53.3 million from $74.6 million, including a $9.5 million out-of-period adjustment
2025 revenue now expected around the lower end of the previous $650 million to $700 million range
Subsidiary UDC Ireland agreed on October 31, 2025 to acquire Merck KGaA OLED patents for $50 million cash; closing expected in the first quarter of 2026
Fox Factory reported third-quarter fiscal 2025 results on November 6, 2025, with net sales up 4.8% to $376.4 million but a net loss of $0.6 million, compared with net income of $4.8 million a year earlier. The company said its Specialty Sports Group underperformed as customers reduced inventories, and it updated its fourth-quarter and full-year 2025 outlook, now expecting fourth-quarter adjusted earnings per diluted share of $0.05 to $0.25. The company also reduced debt by $17 million and extended its credit agreement through October 2030.
Q3 net sales rose 4.8% to $376.4 million, but net loss was $0.6 million, or $0.02 per diluted share, versus net income of $4.8 million, or $0.11, a year earlier
Q3 adjusted earnings per diluted share were $0.23, down from $0.35; adjusted EBITDA was $44.4 million, up 5.7%
Fourth-quarter net sales now expected at $340 million to $370 million
Fiscal 2025 net sales expected at $1.445 billion to $1.475 billion and adjusted EPS at $0.92 to $1.12
ICU Medical reported third quarter 2025 revenue of $537.0 million, down from $589.1 million a year earlier, after disposing of its IV Solutions business on May 1, 2025. Its GAAP net loss narrowed to $(3.4) million, or $(0.14) per diluted share, from $(33.0) million, and it raised its full-year 2025 adjusted EBITDA and adjusted EPS guidance. Shareholders get higher profit measures alongside lower sales.
Q3 2025 revenue was $537.0 million versus $589.1 million in Q3 2024; Vital Care revenue fell to $78.0 million from $164.5 million.
Q3 2025 GAAP net loss was $(3.4) million, or $(0.14) per diluted share, compared with $(33.0) million, or $(1.35), a year earlier.
Q3 2025 adjusted diluted EPS was $2.03 versus $1.59; adjusted EBITDA was $105.9 million versus $94.8 million.
Fiscal 2025 adjusted EPS guidance was raised to $7.35–$7.65 from $6.85–$7.15, and adjusted EBITDA guidance to $395 million–$405 million from $380 million–$390 million.
Evertec reported third-quarter 2025 revenue of $228.6 million, up 8%, and GAAP net income attributable to common shareholders of $32.9 million, or $0.51 per diluted share, up from $0.38 a year earlier. The company raised its full-year 2025 revenue and adjusted earnings per share outlook, which means management now expects stronger full-year results than it previously forecast.
Q3 2025 revenue was $228.6 million, up from $211.8 million in the prior-year quarter.
GAAP net income attributable to common shareholders was $32.9 million, or $0.51 per diluted share, versus $24.7 million, or $0.38, a year earlier.
2025 revenue outlook raised to $921 million to $927 million, from prior growth expectation of 6.6% to 7.6%.
Adjusted EBITDA margin slipped to 40.5% from 41.3%; Tecnobank 75% stake acquisition completed October 1, 2025.
Artivion reported third-quarter 2025 revenue of $113.4 million, up 18% from $95.8 million a year earlier, and net income of $6.5 million, or $0.13 per diluted share, compared with a net loss of $2.3 million in the prior-year quarter. The company raised the midpoints of its full-year 2025 revenue and adjusted EBITDA guidance, which points to continued growth for shareholders.
Q3 2025 revenue was $113.4 million, up 18% on a GAAP basis and 16% on a constant currency basis
Q3 2025 adjusted EBITDA rose 39% to $24.6 million from $17.7 million; net income was $6.5 million, or $0.13 per diluted share
Full-year 2025 revenue guidance is now $439 million to $445 million, up from $435 million to $443 million; adjusted EBITDA guidance is now $88 million to $91 million, up from $86 million to $91 million
The company refinanced its credit agreement, extending maturity to 2031 and gaining a new $150 million delayed draw term loan facility
StepStone reported results for the quarter ended September 30, 2025, with total revenues up 67% to $454.2 million and management and advisory fees up 17% to $215.5 million. A GAAP net loss of $575.5 million, or $4.66 per share, compared with net income of $53.1 million a year earlier, reflecting equity-based compensation of $884.5 million, while adjusted net income rose 25% to $66.7 million.
Total revenues were $454.2 million versus $271.7 million a year earlier; total performance fees were $238.7 million.
GAAP net loss was $575.5 million, or $4.66 per share, versus net income of $53.1 million, or $0.26 per share; equity-based compensation was $884.5 million versus $37.3 million.
Adjusted net income rose to $66.7 million, or $0.54 per share, from $53.6 million, or $0.45 per share; fee-related earnings were $78.6 million, up 9%.
The board declared a quarterly dividend of $0.28 per share, up from $0.24, payable December 15, 2025, to holders of record on November 28, 2025.
BioLife Solutions reported unaudited third-quarter 2025 results, with total revenue up 31% year over year to $28.1 million and GAAP net income of $0.6 million, compared with a net loss of $0.5 million from continuing operations a year earlier. The company raised its 2025 Cell Processing revenue guidance to $93.0 million to $94.0 million and gave total revenue guidance of $95.0 million to $96.0 million, adjusted for the October 2025 sale of its evo cold chain logistics business.
Q3 2025 total revenue was $28.1 million, up 31% from $21.4 million in Q3 2024; Cell Processing revenue was $25.4 million, up 33%.
GAAP gross margin was 62% versus 63% a year earlier, and the quarter included an inventory reserve of about $0.6 million.
Nine-month GAAP net loss was $15.7 million, including $15.5 million of IPR&D expense; the company completed the evo sale on October 6, 2025 for $25.5 million in cash, subject to adjustments.
Cash, cash equivalents, and marketable securities were $98.4 million as of September 30, 2025, before evo sale proceeds.
Gen Digital reported record second-quarter fiscal 2026 revenue of $1.22 billion, up 25%, and raised its full-year fiscal 2026 non-GAAP revenue and EPS guidance. GAAP diluted EPS fell 17% to $0.21, and GAAP net income declined, partly due to a $69 million change in fair value and impairment of non-marketable equity investments.
Q2 revenue of $1,220 million, up 25%; non-GAAP diluted EPS of $0.62, up 15%
GAAP diluted EPS of $0.21, down from $0.26 a year earlier; GAAP net income of $134 million vs. $161 million
FY26 revenue guidance raised to $4.92 billion-$4.97 billion from $4.8 billion-$4.9 billion
Quarterly dividend of $0.125 per share payable December 10, 2025, to holders of record on November 17, 2025
DiamondRock Hospitality reported third quarter 2025 results, with net income attributable to common stockholders down 16.3% year over year to $20.1 million while Adjusted EBITDA rose 2.7% to $79.1 million. The company raised the midpoint of its full-year 2025 Adjusted EBITDA and Adjusted FFO guidance, and it repaid its remaining secured mortgage debt, leaving its portfolio unencumbered.
Net income attributable to common stockholders was $20.1 million, or $0.10 per diluted share, down from $24.0 million in the third quarter of 2024.
Adjusted EBITDA was $79.1 million, up 2.7%; Adjusted FFO per diluted share was $0.29, up 7.4%.
2025 Adjusted EBITDA guidance is $287 million to $295 million, versus $275 million to $295 million previously; Adjusted FFO per share guidance is $1.02 to $1.06, versus $0.96 to $1.06.
Year to date through November 6, 2025, the company repurchased 4.8 million shares for about $37.1 million, with $137.0 million remaining under its $200.0 million program.
On October 31, 2025, Harley-Davidson Credit Corp. completed the sale of a portion of its motorcycle promissory notes and security agreements portfolio for $4.06 billion, which the filing describes as a significant disposition. The same day, Harley-Davidson Financial Services issued Class A common stock equal to 9.8% of its common stock on a fully diluted basis to KKR and PIMCO-affiliated investors. The filing does not state the effect of either transaction on Harley-Davidson's earnings or financial position.
October 31, 2025: Harley-Davidson Credit Corp. completed the sale of part of its motorcycle loan portfolio for $4.06 billion.
Buyers were KKR Morrow Trust and HDL Trust, as assignee of Cavendish LLC.
Harley-Davidson Financial Services issued 4.9% stakes to KKR Morrow OpCo Aggregator LLC and to PIMCO Entities, for a total of 9.8%.
New stockholders agreements were entered into on terms described in the company's August 5, 2025 Form 8-K.
Whirlpool announced a broad senior leadership reshuffle, including a new Executive Vice President and Chief Financial Officer, Roxanne Warner, effective January 1, 2026. Chief Financial and Administrative Officer James Peters and North America President Alessandro Perucchetti will step down from their roles effective December 31, 2025. Leadership changes at this level and the filing's new pay terms for several executives are significant for shareholders to track.
Roxanne Warner, currently Executive Vice President Finance and Controller, becomes Executive Vice President and Chief Financial Officer effective January 1, 2026
James Peters steps down from his current role after 9 years effective December 31, 2025, and will continue as a non-executive executive vice president leading enterprise transformation
Juan Carlos Puente and Ludovic Beaufils are named Executive Presidents effective January 1, 2026, with base salaries of $780,000 each
Alessandro Perucchetti steps down as President, Whirlpool North America, effective December 31, 2025, and will remain in a full-time advisory role
RB Global reported third-quarter 2025 results with total revenue up 11% year over year to $1.1 billion and net income up 25% to $95.2 million. The company raised its full-year 2025 adjusted EBITDA outlook to $1,350 million to $1,380 million, but lowered its GTV growth outlook to 0% to 1% from 0% to 3%.
Q3 diluted EPS available to common stockholders rose 19% to $0.43; diluted adjusted EPS rose 31% to $0.93
Adjusted EBITDA rose 16% to $327.7 million in the quarter
Full-year adjusted EBITDA outlook raised to $1,350 million to $1,380 million from $1,340 million to $1,370 million
Full-year GTV growth outlook lowered to 0% to 1% from 0% to 3%; quarterly dividend of $0.31 per share payable December 17, 2025
Pacira reported third-quarter 2025 total revenues of $179.5 million, up from $168.6 million a year earlier, and GAAP net income of $5.4 million, or $0.12 per share, compared with a net loss of $143.5 million a year earlier that included a $163.2 million goodwill impairment. The company lowered its full-year 2025 total revenue guidance to $725 million to $735 million from $730 million to $750 million, while raising its non-GAAP gross margin guidance to 80 to 82 percent from 78 to 80 percent.
Q3 2025 total revenues were $179.5 million, versus $168.6 million in Q3 2024; EXPAREL net product sales were $139.9 million, with volume growth of 9 percent.
GAAP net income was $5.4 million, or $0.12 per share, versus a GAAP net loss of $143.5 million, or $3.11 per share, in Q3 2024.
2025 total revenue guidance was cut to $725 million to $735 million from $730 million to $750 million; non-GAAP gross margin guidance was raised to 80 to 82 percent from 78 to 80 percent.
Pacira repurchased 2.0 million shares for $50.0 million in Q3 2025 and had $200.0 million remaining on its authorization at September 30, 2025, which expires December 31, 2026.
LeMaitre Vascular reported preliminary, unaudited third-quarter 2025 results, with sales up 11% to $61.0 million and GAAP diluted EPS up 54% to $0.75. The results include a non-recurring $3.4 million Employee Retention Tax Credit benefit, and excluding it, adjusted diluted EPS was $0.62, up 27%. Management said it increased its bottom-line guidance, with full-year 2025 GAAP diluted EPS now expected at $2.48 to $2.53.
Q3 2025 net sales $61.0 million, up 11% (12% organic); GAAP diluted EPS $0.75, up 54%
Adjusted diluted EPS $0.62, up 27%, excluding the Employee Retention Tax Credit benefit
Full-year 2025 sales guidance $247 million to $249 million; Q4 2025 sales guidance $61.8 million to $63.8 million
Quarterly dividend of $0.20 per share, payable December 4, 2025, to holders of record on November 20, 2025
Expedia Group reported third-quarter 2025 results on November 6, 2025, with revenue of $4,412 million, up 9%, and diluted EPS of $7.33, up from $5.04 a year earlier. The company raised its guidance and declared a $0.40 quarterly dividend, and it repurchased $451 million of shares in the quarter.
Gross bookings were $30,727 million, up 12%, and booked room nights rose 11% to 108.2 million.
GAAP net income attributable to Expedia Group was $959 million, up 40%; Adjusted EPS was $7.57, up 23%.
Q4 2025 guidance: gross bookings growth of 6-8% and revenue growth of 6-8%.
Quarterly dividend of $0.40 per share is payable December 11, 2025, to holders of record on November 19, 2025.
Peloton reported fiscal first-quarter 2026 results for the quarter ended September 30, 2025. Revenue fell 6% year-over-year to $551 million, while net income rose to $14 million and adjusted EBITDA reached $118 million. The company raised its full-year fiscal 2026 adjusted EBITDA guidance to $425 million to $475 million, but its full-year revenue outlook of $2.4 billion to $2.5 billion was unchanged and implies a 2% decline at the midpoint.
Total revenue was $551 million, down $35 million or 6% year-over-year, and $6 million above the high end of guidance.
Net income was $14 million, up $15 million year-over-year; adjusted EBITDA was $118 million, up 2%.
Ending paid connected fitness subscriptions were 2.732 million, down 6% year-over-year.
Full-year fiscal 2026 adjusted EBITDA outlook was raised by $25 million to $425 million to $475 million; revenue outlook was unchanged.
Palatin Technologies agreed on November 5, 2025 to sell 2,430,769 shares (or pre-funded warrants) at $6.50 per share, together with Series J and Series K warrants, with gross proceeds expected to be about $15.8 million. The company said the closing should restore compliance with the NYSE American stockholders' equity rule, and its common stock is expected to resume trading under PTN on November 12, 2025, but the new shares and warrants add potential dilution for existing holders.
Offering of 2,430,769 shares or pre-funded warrants at $6.50 per share, with Series J and Series K warrants, for expected gross proceeds of about $15.8 million
Series J warrants have a $6.50 exercise price; Series K warrants have an $8.125 exercise price and are tied to an FDA acceptance of an obesity compound IND
Closing is expected on or about November 12, 2025, the same day trading is expected to resume on NYSE American under PTN
Expected net proceeds of $14.7 million; up to an additional $15.8 million could come from Series J warrant exercises, which is not guaranteed
MDU Resources reported third-quarter 2025 income from continuing operations of $18.4 million, up from $15.6 million a year earlier, and narrowed its 2025 earnings guidance to $0.90 to $0.95 per share from $0.88 to $0.95. Reported net income fell to $18.4 million from $64.6 million, but the prior-year figure included $49.0 million from discontinued operations tied to the Everus spinoff, so the continuing-operations comparison is the more direct one for shareholders.
Q3 2025 diluted EPS from continuing operations was $0.09, compared with $0.08 in Q3 2024.
Operating revenues were $315.1 million, up from $289.6 million; electric segment net income fell to $21.5 million from $24.3 million.
Pipeline segment net income rose 11.3% to $16.8 million; natural gas distribution posted a seasonal loss of $18.2 million versus $17.5 million a year earlier.
The long-term EPS growth expectation of 6%-8% is unchanged.
National Fuel Gas reported fourth-quarter fiscal 2025 adjusted earnings of $1.22 per share, up 58% from $0.77, and GAAP earnings of $1.18 per share, compared with a GAAP loss of $1.84 per share a year earlier. The company issued fiscal 2026 adjusted EPS guidance of $7.60 to $8.10, assuming an average NYMEX natural gas price of $3.75 per MMBtu, and the filing says the fourth-quarter gains came mainly from higher production and realized gas prices. For shareholders, the results and guidance point to higher earnings, but the outlook depends on natural gas prices, and the company says the pending $2.62 billion Ohio utility acquisition is not expected to affect fiscal 2026 guidance.
Q4 fiscal 2025 GAAP EPS of $1.18 (GAAP earnings of $107.3 million) versus a loss of $1.84 a year earlier, which included a $318.4 million impairment
Q4 adjusted EPS of $1.22 versus $0.77, up 58%; Seneca produced 112 Bcf, up 21%
Fiscal 2026 adjusted EPS guidance of $7.60 to $8.10; at a $3.00 NYMEX price the range is $6.55 to $7.05
Fiscal 2025 adjusted EPS of $6.91 versus $5.01, and a 55th consecutive dividend increase to an annual rate of $2.14 per share
Dentsply Sirona reported third-quarter 2025 net sales of $904 million, down 5.0% from a year earlier, and a GAAP net loss attributable to the company of $427 million, or $2.14 per share, which included a $263 million non-cash impairment charge. The company revised its 2025 outlook to net sales of $3.6 billion to $3.7 billion and adjusted EPS of about $1.60, and said CFO Matt Garth has departed, which shareholders should weigh against the company's Return-to-Growth plan.
Q3 2025 net sales were $904 million, down 5.0% as reported and down 8.0% in constant currency.
GAAP net loss attributable to Dentsply Sirona was $427 million ($2.14 per share), versus a $494 million loss ($2.46 per share) a year earlier; adjusted EPS was $0.37 versus $0.50.
Revised 2025 outlook: net sales of $3.6 billion to $3.7 billion and adjusted EPS of about $1.60.
CFO Matt Garth departed; Dustin Shields was named Chief Transformation Officer effective December 1, 2025.
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