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).
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
Diodes reported third quarter 2025 revenue of $392.2 million, up from $350.1 million a year earlier, and GAAP net income of $14.3 million, or $0.31 per diluted share, compared with $0.30 a year earlier. Non-GAAP EPS fell to $0.37 from $0.43, and the company guided fourth quarter revenue to about $380 million, plus or minus 3 percent, which it says would be 12 percent growth at the midpoint. The results are preliminary and unaudited until the Form 10-Q is filed.
Q3 2025 revenue was $392.2 million, up from $350.1 million in Q3 2024 and $366.2 million in Q2 2025.
GAAP gross margin was 30.7 percent, compared with 33.7 percent a year earlier; the company cited product mix.
Non-GAAP adjusted EPS was $0.37 per diluted share, compared with $0.43 in Q3 2024.
Fourth quarter 2025 guidance: revenue about $380 million, plus or minus 3 percent; GAAP gross margin 31.0 percent, plus or minus 1 percent.
Heartland Express reported unaudited third-quarter 2025 results, with operating revenue of $196.5 million, down from $259.9 million a year earlier, and a net loss of $8.3 million, compared with $9.3 million in the third quarter of 2024. The operating ratio worsened to 103.7% from 102.7%, and management said it does not expect material market improvement until sometime in 2026.
Operating revenue of $196.5 million, versus $259.9 million in Q3 2024
Net loss of $8.3 million, or $0.11 per basic share, versus $9.3 million, or $0.12 per share, a year earlier
Operating ratio of 103.7%, compared with 102.7% in Q3 2024
Cash of $32.7 million at September 30, 2025; repurchased $1.4 million of common stock in the quarter
Victory Capital reported third-quarter 2025 results on November 6, 2025, with revenue of $361.2 million, up 60.1% from a year earlier. The company attributes the higher revenue to higher average assets under management following its April 1, 2025 acquisition of Amundi US. GAAP diluted EPS was $1.11, down from $1.24 a year earlier, while adjusted net income with tax benefit per diluted share rose to $1.63 from $1.35.
Revenue of $361.2 million, up 60.1% from $225.6 million a year earlier and up 2.8% from $351.2 million in the second quarter.
GAAP net income of $96.5 million, up 17.8% from $82.0 million; GAAP operating margin of 38.2%, down from 53.3%.
GAAP diluted EPS of $1.11 versus $1.24 a year earlier; adjusted net income with tax benefit per diluted share of $1.63 versus $1.35.
Board approved a regular quarterly cash dividend of $0.49 per share, payable December 23, 2025, to holders of record on December 10, 2025.
Chemours reported third quarter 2025 net sales of $1.5 billion, flat year over year, and net income attributable to Chemours of $60 million, or $0.40 per diluted share, compared with a net loss of $32 million a year earlier. Adjusted net income fell to $30 million, or $0.20 per diluted share, from $61 million, and adjusted EBITDA declined to $195 million from $202 million. For fourth quarter 2025, the company expects adjusted EBITDA of $130 million to $160 million on sequentially lower net sales, which would be below the third quarter level.
Net sales of $1,495 million, down 1% from $1,508 million in Q3 2024; Thermal & Specialized Solutions sales rose 20% to $560 million
Net income attributable to Chemours of $60 million ($0.40 per diluted share) vs. a net loss of $32 million ($0.22) in Q3 2024; adjusted net income of $30 million ($0.20 per share) vs. $61 million ($0.40)
Fourth quarter 2025 outlook: net sales expected to fall 10% to 15% sequentially; adjusted EBITDA expected between $130 million and $160 million
Liquidity of $1.6 billion at September 30, 2025, including $613 million in unrestricted cash; net leverage ratio of approximately 4.6x
Assured Guaranty reported third quarter 2025 GAAP net income of $105 million, or $2.18 per diluted share, down from $171 million, or $3.17, a year earlier. Adjusted operating income rose to $2.57 per share from $2.42, while total adjusted operating income fell to $124 million from $130 million, and the Board authorized an additional $100 million of share repurchases.
GAAP net income attributable to Assured Guaranty was $105 million, or $2.18 per diluted share, in Q3 2025, versus $171 million, or $3.17, in Q3 2024.
Adjusted operating income was $124 million, or $2.57 per share, versus $130 million, or $2.42, in Q3 2024.
The Company repurchased $118 million of shares in Q3 2025, and its Board authorized an additional $100 million on November 5, 2025.
Shareholders' equity attributable to Assured Guaranty per share was $121.13 as of September 30, 2025, up from $108.80 at December 31, 2024.
PDF Solutions reported third quarter 2025 results on November 6, 2025, with total revenue of $57.1 million, up 23% from $46.4 million a year earlier. GAAP net income fell to $1.3 million, or $0.03 per diluted share, from $2.2 million, or $0.06, in the third quarter of 2024, while non-GAAP diluted EPS was flat at $0.25. CEO John Kibarian said the company reaffirmed its prior 21-23% annual revenue growth guidance for 2025.
Q3 2025 revenue of $57.1 million, up 23% from Q3 2024 and up from $51.7 million in Q2 2025
GAAP net income of $1.3 million, or $0.03 per diluted share, versus $2.2 million, or $0.06, a year earlier
Non-GAAP diluted EPS of $0.25, unchanged from Q3 2024; ending backlog of $292.0 million
Management reaffirmed 21-23% annual revenue growth guidance for 2025
Alamo Group reported third quarter 2025 net sales of $420.0 million, up 4.7% from a year earlier, while income from operations fell 6.3% to $37.5 million and diluted EPS fell to $2.10 from $2.28. Adjusted diluted EPS was $2.34 versus $2.38, and adjusted EBITDA was flat at $55.0 million. Shareholders see higher sales offset by lower profit, with the Industrial Equipment Division growing and the Vegetation Management Division declining.
Net sales rose 4.7% to $420.0 million; Industrial Equipment Division sales rose 17.0% to $247.0 million, while Vegetation Management Division sales fell 9.0% to $173.1 million.
Diluted EPS was $2.10, down $0.18 from $2.28; adjusted diluted EPS was $2.34, down $0.04 from $2.38.
Operating cash flow for the first nine months of 2025 was $102.4 million; total debt was $209.4 million and cash was $244.8 million at September 30, 2025.
The company will host a conference call on Friday, November 7, 2025, at 10:00 a.m. ET to discuss the results.
Flowers Foods reported third-quarter 2025 net sales up 3.0% to $1.227 billion, helped by the Simple Mills acquisition, while net income fell 39.2% to $39.5 million on a challenging consumer environment and higher interest expense. The company narrowed its fiscal 2025 outlook, with adjusted diluted EPS now expected at $1.02 to $1.08 versus prior guidance of $1.00 to $1.10.
Q3 net sales rose 3.0% to $1.227 billion; pricing/mix fell 2.3% and volume fell 0.6%, while Simple Mills added 5.9%.
Diluted EPS fell $0.12 to $0.19; adjusted diluted EPS fell $0.10 to $0.23.
Adjusted EBITDA fell 11.4% to $118.1 million; net interest expense rose $9.7 million, tied to debt issued to fund the Simple Mills acquisition.
Fiscal 2025 adjusted EBITDA guidance is $515 million to $532 million, versus prior $512 million to $538 million; live webcast is set for 8:30 a.m. Eastern on November 7, 2025.
EOG Resources reported third quarter 2025 results on November 6, 2025, with total operating revenues and other of $5.8 billion, net income of $1.5 billion, and diluted earnings of $2.70 per share. Compared with the second quarter of 2025, revenue and net income rose, but both remained below third quarter 2024 levels, when net income was $1.7 billion and diluted earnings were $2.95 per share. The release also includes a fourth quarter and full year 2025 forecast, which is not contained in the portion of the filing reviewed here.
Total operating revenues and other were $5,847 million in Q3 2025, up from $5,478 million in Q2 2025 and down from $5,965 million in Q3 2024.
Net income was $1,471 million, or $2.70 per diluted share, versus $1,345 million ($2.46) in Q2 2025 and $1,673 million ($2.95) in Q3 2024.
Adjusted net income (non-GAAP) was $1,472 million, or $2.71 per diluted share, compared with $2.89 per diluted share in Q3 2024.
The fourth quarter and full year 2025 forecast and benchmark commodity prices are in Exhibit 99.1 and Item 7.01; the figures are not included in the text reviewed.
Saul Centers reported third-quarter 2025 revenue of $72.0 million, up from $67.3 million a year earlier, but net income fell to $14.0 million from $19.6 million. The company said the initial operations of Twinbrook Quarter Phase I, which began charging interest, taxes and other costs to expense, reduced net income by $4.7 million, and net income available to common stockholders dropped to $0.32 per share from $0.48.
Total revenue was $72.0 million for the quarter ended September 30, 2025, versus $67.3 million a year earlier.
Net income available to common stockholders was $7.7 million, or $0.32 per basic and diluted share, versus $11.7 million, or $0.48, in the prior-year quarter.
Twinbrook Quarter Phase I reduced net income by $4.7 million, of which $4.6 million was lower capitalized interest.
FFO available to common stockholders and noncontrolling interests was $25.3 million, or $0.72 per share, versus $28.9 million, or $0.84 basic, a year earlier.
Amphastar reported third-quarter 2025 net revenues of $191.8 million, roughly flat from $191.2 million a year earlier. GAAP diluted EPS fell to $0.37 from $0.78, and the company said general and administrative expenses rose mainly because of a $23.1 million litigation provision. Adjusted non-GAAP diluted EPS was $0.93, compared with $0.96 a year earlier.
Net revenues were $191.8 million, up $626 thousand (0%) from $191.2 million in the third quarter of 2024.
GAAP net income was $17.4 million, down from $40.4 million; GAAP diluted EPS was $0.37 versus $0.78.
Adjusted non-GAAP diluted EPS was $0.93 versus $0.96; the adjustments include a $23.1 million litigation provision.
BAQSIMI sales rose 33% to $53.6 million, while glucagon sales fell 49% to $13.6 million.
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.
F&G Annuities & Life reported third-quarter 2025 GAAP net earnings to common shareholders of $114 million, or $0.85 per diluted share, compared with a net loss of $10 million, or $0.08 per share, a year earlier. Adjusted net earnings were $165 million, or $1.22 per share, unchanged from the prior-year quarter, while nine-month adjusted net earnings fell to $359 million from $403 million. The company also reported record assets under management before flow reinsurance of $71.4 billion.
Q3 2025 GAAP net earnings to common shareholders: $114 million ($0.85 per diluted share), versus a $10 million loss ($0.08 per share) in Q3 2024
Q3 2025 adjusted net earnings: $165 million ($1.22 per share), versus $156 million ($1.22 per share) in Q3 2024
Record AUM before flow reinsurance of $71.4 billion, up 14% year over year; Q3 net sales of $2.8 billion versus $2.4 billion
Book value per common share excluding AOCI was $44.07 at September 30, 2025, and the company returned $33 million to shareholders through dividends in the quarter
Microchip reported second-quarter fiscal 2026 net sales of $1.140 billion, up 6% from the prior quarter and above the $1.130 billion guidance midpoint, but down 2% from a year earlier. GAAP net income attributable to common stockholders fell to $13.9 million from $78.4 million, and the company guided third-quarter net sales to a midpoint of $1.129 billion, slightly below the second quarter.
Net sales of $1.140 billion, versus $1.164 billion in the year-ago quarter and a guidance midpoint of $1.130 billion.
GAAP diluted EPS of $0.03 versus $0.14 a year earlier; non-GAAP diluted EPS of $0.35 versus $0.46.
Third-quarter fiscal 2026 net sales guidance of $1.109 billion to $1.149 billion; GAAP diluted EPS guidance of $(0.02) to $0.02.
Quarterly dividend of 45.5 cents per share declared, payable December 9, 2025 to holders of record on November 24, 2025.
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
News Corp reported results for the fiscal 2026 first quarter ended September 30, 2025, with revenue up 2% to $2.14 billion and Total Segment EBITDA up 5% to $340 million. Net income attributable to stockholders fell to $112 million from $119 million, and GAAP EPS was $0.20 versus $0.21, though adjusted EPS rose to $0.22 from $0.20, so shareholders see mixed headline results.
Revenue was $2.14 billion, up 2% from $2.10 billion, led by Dow Jones and Digital Real Estate Services.
Net income from continuing operations was $150 million, up from $149 million; net income attributable to News Corporation stockholders was $112 million, down from $119 million.
Book Publishing segment EBITDA fell 28% to $58 million, including a $13 million customer receivable write-off.
Share repurchases were $92 million in the quarter, compared with $38 million a year earlier.
Metallus reported third-quarter 2025 net sales of $305.9 million, up 35% from $227.2 million a year earlier, and net income of $8.1 million, or $0.19 per diluted share, compared with a net loss of $5.9 million in the prior-year quarter. The company expects fourth-quarter adjusted EBITDA to be lower than the third quarter's $29.0 million, citing seasonality, lower expected shipments and higher shutdown costs.
Q3 2025 net sales $305.9 million vs. $227.2 million in Q3 2024 and $304.6 million in Q2 2025
Q3 2025 net income $8.1 million ($0.19 per diluted share) vs. net loss of $5.9 million a year earlier; adjusted EBITDA $29.0 million vs. $6.1 million
Q4 2025 outlook: adjusted EBITDA expected to be lower than Q3; annual shutdown costs of approximately $11 million, up about $8 million sequentially
Labor agreement: USW members voted against ratifying the tentative agreement on October 30, 2025; contract extended to January 29, 2026
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.
AMN Healthcare reported third quarter 2025 revenue of $634.5 million, down 8% from a year earlier, and GAAP net income of $29.3 million, or $0.76 per diluted share, versus $0.18 a year earlier. GAAP profit included a $39.2 million gain on the sale of Smart Square, and adjusted diluted EPS fell 36% to $0.39, so shareholders face a mixed picture. The company guided fourth quarter revenue to $715 million to $730 million, 1% to 3% below the prior year.
Q3 2025 revenue $634.5 million, down 8% year over year; adjusted EBITDA $57.5 million, down 22%
GAAP diluted EPS $0.76 versus $0.18 a year earlier; adjusted diluted EPS $0.39 versus $0.61
Q3 income from operations included a $39.2 million gain on the sale of Smart Square
Q4 2025 guidance: revenue $715 million to $730 million, 1% to 3% lower than the prior year
H&R Block reported fiscal 2026 first-quarter results for the period ended September 30, 2025. Revenue rose 5.0% to $203.6 million and the net loss from continuing operations narrowed to $165.4 million, but loss per share widened to $1.26 because of fewer shares outstanding after buybacks. The company reaffirmed its full-year fiscal 2026 outlook and repurchased $400 million of shares during the quarter.
Total revenue of $203.6 million, up $9.7 million or 5.0% from the prior year quarter
Net loss from continuing operations improved $6.1 million to ($165.4) million; loss per share rose 2.4% to ($1.26)
Repurchased 7.9 million shares for $400 million; about $700 million remains on the $1.5 billion program
Fiscal 2026 outlook reaffirmed: revenue of $3.875 to $3.895 billion and adjusted diluted EPS of $4.85 to $5.00
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
WillScot reported third-quarter 2025 revenue of $567 million, down from $601 million a year earlier, and net income of $43 million, or $0.24 per diluted share, compared with a net loss of $70 million in the prior-year quarter that included a $180 million termination fee. Adjusted diluted EPS fell to $0.30 from $0.38, and the company updated its 2025 outlook, including fourth-quarter revenue of $545 million and Adjusted EBITDA of $250 million.
Q3 2025 revenue was $567 million versus $601 million a year earlier; leasing revenue was $434 million, down 4.7% year over year.
Net income was $43 million ($0.24 diluted EPS) versus a net loss of $70 million; the prior-year quarter included a $180 million termination fee.
Adjusted diluted EPS was $0.30 versus $0.38, and Adjusted EBITDA was $243 million versus $267 million.
Updated 2025 outlook: revenue of $2,260 million and Adjusted EBITDA of $970 million; fourth-quarter revenue of $545 million and Adjusted EBITDA of $250 million.
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.
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.
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.
BlackLine reported third quarter 2025 results on November 6, 2025, with GAAP revenue up 7.5% to $178.3 million. GAAP net income attributable to BlackLine fell to $5.3 million, or $0.09 per diluted share, from $17.2 million, or $0.27, a year earlier. The company also gave fourth quarter and full year 2025 revenue guidance, and the results remain preliminary until its Form 10-Q is filed.
Q3 GAAP revenue of $178.3 million, up 7.5% from the third quarter of 2024
Q3 non-GAAP net income of $37.6 million, or $0.51 per diluted share, versus $44.4 million, or $0.60, a year earlier
Guidance: Q4 2025 GAAP revenue of $182 million to $184 million; full year 2025 GAAP revenue of $699 million to $701 million
Repurchased about 2.1 million shares for $113.0 million in Q3; about $198.2 million of buyback capacity remained at September 30, 2025
Texas Roadhouse reported third-quarter 2025 revenue of $1.44 billion, up 12.8%, but diluted earnings per share fell 0.8% to $1.25 and income from operations fell 5.0%. The company raised its 2025 commodity inflation expectation to approximately 6% and declared a quarterly dividend of $0.68 per share, payable December 30, 2025, and it gave initial 2026 expectations.
Q3 total revenue was $1,436,342 thousand, up 12.8%, while net income attributable to the company was $83,172 thousand, down 1.5%.
Comparable restaurant sales at company restaurants rose 6.1%, and restaurant margin as a percentage of sales fell 168 basis points to 14.3%.
2025 commodity inflation was updated to approximately 6%; the effective tax rate expectation is approximately 14.5%.
The $0.68 dividend is payable December 30, 2025, to shareholders of record at the close of business on December 2, 2025.
Dropbox reported fiscal third-quarter 2025 results for the quarter ended September 30, 2025, in a press release furnished as Exhibit 99.1. Revenue declined 0.7% year over year, while GAAP net income and diluted earnings per share increased from the prior year, and the filing does not include forward guidance, which the company said it would provide on its conference call.
Revenue was $634.4 million, down 0.7% from $638.8 million a year earlier; Total ARR was $2.536 billion, down 1.7%.
GAAP diluted EPS was $0.47, up from $0.34; non-GAAP diluted EPS was $0.74, up from $0.60.
Net cash from operating activities was $302.1 million and free cash flow was $293.7 million, compared with $274.2 million and $270.1 million a year earlier.
Paying users totaled 18.07 million, down from 18.24 million; the filing states no revenue guidance figures.
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
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.
BILL reported fiscal first-quarter 2026 results for the period ended September 30, 2025, with total revenue of $395.7 million, up 10% year-over-year. GAAP net loss was $3.0 million, or $(0.03) per share, compared with net income of $8.9 million, or $0.08 per share, a year earlier, while non-GAAP net income was $70.2 million, or $0.61 per diluted share, versus $0.63 a year earlier. The company also issued fiscal 2026 total revenue guidance of $1,596.5 million to $1,626.5 million.
Total revenue was $395.7 million, up 10% year-over-year; core revenue was $358.0 million, up 14%.
GAAP operating loss was $20.7 million, compared with a $7.7 million operating loss a year earlier; restructuring charges were $8.9 million.
Non-GAAP net income was $70.2 million, or $0.61 per diluted share, versus $0.63 per diluted share in the prior-year quarter.
For fiscal 2026, the company guided total revenue to $1,596.5 million to $1,626.5 million, or 9% to 11% growth, and non-GAAP net income per diluted share to $2.11 to $2.25.
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.
Airbnb reported third-quarter 2025 revenue of $4.1 billion, up 10% year over year, and gross booking value of $22.9 billion, up 14%. Net income was $1.4 billion, stable against the prior year, and the company guided fourth-quarter adjusted EBITDA to be flat to down slightly, with a full-year 2025 adjusted EBITDA margin of about 35%, which bears on shareholder returns.
Q3 2025 revenue was $4.1 billion, up 10% year over year, and net income was $1.4 billion, flat versus Q3 2024 after a $213 million tax valuation allowance.
Q4 2025 revenue is expected at $2.66 billion to $2.72 billion, growth of 7% to 10% year over year.
Q4 2025 adjusted EBITDA is expected to be flat to down slightly year over year, and the company now expects a full-year 2025 adjusted EBITDA margin of approximately 35%.
The company repurchased $857 million of Class A common stock in Q3 2025 and had $6.6 billion of repurchase authorization remaining as of September 30, 2025.
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
ScanSource reported first-quarter fiscal 2026 results for the quarter ended September 30, 2025, with net sales down 4.6% year over year to $739.7 million while GAAP diluted EPS rose 29% to $0.89. The company reaffirmed its full-year fiscal 2026 outlook of $3.1 billion to $3.3 billion in net sales and $150 million to $160 million in adjusted EBITDA. Shareholders see lower sales offset by higher per-share profit, and the reaffirmed outlook means no change to guidance.
Net sales were $739.7 million, down 4.6% from $775.6 million a year earlier; gross profit rose 5.8% to $107.5 million.
GAAP net income was $19.9 million, or $0.89 per diluted share, versus $0.69 a year earlier; non-GAAP diluted EPS was $1.06, up 26.2%.
Share repurchases totaled $21.3 million in the quarter, and cash and cash equivalents were $124.9 million as of September 30, 2025.
FY26 outlook was reaffirmed: net sales of $3.1 billion to $3.3 billion, adjusted EBITDA of $150 million to $160 million, and free cash flow of at least $80 million.
Viatris reported third-quarter 2025 total revenues of $3.8 billion, flat on a reported basis, and a U.S. GAAP net loss of $128 million, compared with net earnings of $95 million a year earlier. The company attributed the loss mainly to a reduction in the fair value of its Biocon Biologics preferred shares and higher income tax expense, and it raised and narrowed its 2025 guidance ranges for total revenues, adjusted EBITDA and adjusted EPS.
Q3 2025 total revenues were $3.8 billion, flat reported and down 1% on a divestiture-adjusted operational basis; the estimated Indore Impact was about $100 million in the quarter.
Q3 2025 U.S. GAAP net loss was $(128) million, or $(0.11) per share, versus net earnings of $95 million, or $0.08 per share, in Q3 2024; adjusted EPS was $0.67, down 11% reported.
2025 guidance now shows total revenues of $13.9 billion to $14.3 billion (previously $13.5 billion to $14.0 billion) and adjusted EPS of $2.25 to $2.35 (previously $2.16 to $2.30).
Year-to-date, Viatris returned more than $920 million to shareholders, including $500 million in share repurchases.
Air Products reported a fiscal 2025 GAAP loss of $1.74 per diluted share and an operating loss of $877 million, compared with GAAP earnings of $17.24 per share in fiscal 2024. The results include about $3.7 billion in pre-tax charges for business and asset actions, while adjusted EPS of $12.03 beat the guidance midpoint but fell 3% from the prior year. The company also guided fiscal 2026 adjusted EPS to $12.85 to $13.15 and expects capital expenditures of about $4 billion.
Fiscal 2025 sales were $12.0 billion, down 1% from the prior year, with GAAP diluted loss per share of $1.74 versus $17.24 in fiscal 2024
Pre-tax business and asset action charges were about $3.7 billion ($3.0 billion after tax, or $13.68 per share)
Adjusted EPS of $12.03 exceeded the guidance midpoint and decreased 3% from the prior year
Fiscal 2026 adjusted EPS guidance is $12.85 to $13.15; first quarter guidance is $2.95 to $3.10; capital expenditures expected at about $4 billion
Lantheus reported third quarter 2025 revenue of $384.0 million, up 1.4%, but GAAP diluted earnings per share fell 77.1% to $0.41 and adjusted EPS fell 25.3% to $1.27. The company also said CEO Brian Markison will retire effective December 31, 2025, with Chair Mary Anne Heino named Executive Chair and later interim CEO.
Q3 2025 revenue $384.0 million, up 1.4%; PYLARIFY sales $240.6 million, down 7.4%
Q3 GAAP diluted EPS $0.41 vs. $1.79 a year earlier; adjusted diluted EPS $1.27 vs. $1.70
FY2025 revenue guidance raised to $1.49 billion-$1.51 billion from $1.475 billion-$1.51 billion; adjusted EPS guidance $5.50-$5.65 vs. $5.50-$5.70
Markison retires December 31, 2025; Heino becomes Executive Chair November 7, 2025 and interim CEO January 1, 2026; President Paul Blanchfield leaves November 7, 2025
MACOM reported fiscal fourth-quarter 2025 revenue of $261.2 million, up 30.1% from a year earlier, and GAAP net income of $45.1 million, or $0.59 per diluted share. For the full fiscal year, revenue rose 32.6% to $967.3 million, but GAAP results were a net loss of $54.2 million because of a $193.1 million loss on debt extinguishment tied to convertible notes refinancing. The company also gave fiscal first-quarter 2026 revenue and adjusted earnings per share ranges.
Fiscal Q4 2025 revenue was $261.2 million, up 30.1% year over year and 3.6% from the prior quarter; GAAP net income was $45.1 million, or $0.59 per diluted share, versus $0.39 a year earlier.
Fiscal 2025 GAAP net loss was $54.2 million, or $0.73 per diluted share, including a one-time, primarily non-cash, $193.1 million loss on extinguishment of debt.
Fiscal 2025 adjusted net income was $263.4 million, or $3.47 per diluted share, compared with $2.56 in fiscal 2024.
Outlook for the fiscal first quarter ending January 2, 2026: revenue of $265 million to $273 million and adjusted earnings of $0.98 to $1.02 per diluted share.
Cogent Communications reported third-quarter 2025 service revenue of $241.9 million, down 1.7% from the second quarter and down 5.9% from a year earlier. Net loss narrowed to $41.5 million, or $0.87 per share, from $57.8 million, or $1.21 per share, in the prior quarter, and EBITDA rose 36.0% year over year to $48.8 million. Shareholders also face a paused stock buyback and a non-binding letter of intent to sell two data centers for $144.0 million in cash.
Service revenue was $241.9 million for Q3 2025, down from $246.2 million in Q2 2025.
Net loss per share was $(0.87) for Q3 2025, compared with $(1.21) in Q2 2025 and $(1.33) in Q3 2024.
Net cash from operating activities was $3.1 million, compared with a use of $44.0 million in Q2 2025.
Cogent is temporarily pausing its stock buyback program and approved a $0.02 per share quarterly dividend for Q4 2025.
N-able reported third-quarter 2025 revenue of $131.7 million, up 13.1% year over year, and total ARR of $528.1 million, up 14.2%. It raised its full-year 2025 ARR outlook to $530 million to $531 million, but GAAP net income fell to $1.4 million, or $0.01 per diluted share, from $10.8 million a year earlier.
Q3 revenue $131.7 million, up 13.1% year over year (11.6% constant currency)
GAAP net income $1.4 million, or $0.01 per diluted share, versus $10.8 million in Q3 2024; non-GAAP net income $25.4 million, or $0.13 per diluted share
Adjusted EBITDA $41.4 million, a 31.4% margin
Q4 2025 revenue outlook $126.5 million to $127.5 million; full-year 2025 adjusted EBITDA outlook $148.2 million to $149.2 million
Datadog reported third-quarter 2025 revenue of $886 million, up 28% from a year earlier, and issued fourth-quarter and full-year 2025 revenue guidance of $912 million to $916 million and $3.386 billion to $3.390 billion. GAAP results weakened: the company posted an operating loss of $6 million compared with operating income of $20 million a year earlier, and diluted GAAP earnings per share fell to $0.10 from $0.14. Non-GAAP diluted earnings per share rose to $0.55 from $0.46.
Q3 2025 revenue was $886 million, up 28% year over year; customers with ARR of $100,000 or more rose to about 4,060 from about 3,490.
GAAP operating loss was $6 million, versus operating income of $20 million in Q3 2024; non-GAAP operating income was $207 million, versus $173 million.
Q4 2025 guidance: revenue of $912 million to $916 million; full-year 2025 revenue of $3.386 billion to $3.390 billion.
Operating cash flow was $251 million and free cash flow was $214 million in the quarter; cash and marketable securities totaled $4.1 billion at September 30, 2025.
Rockwell Automation reported fiscal fourth-quarter 2025 sales of $2,316 million, up 14%, but diluted EPS fell to $1.23 from $2.09 after a $110 million Sensia impairment and $136 million in legacy asbestos charges. Adjusted EPS rose 32% to $3.34 under a revised definition, and the company introduced fiscal 2026 diluted EPS guidance of $10.40 to $11.40 while agreeing with SLB to dissolve the Sensia joint venture.
Fiscal Q4 2025 sales were $2,316 million, up 14% from $2,035 million; diluted EPS was $1.23 versus $2.09, and Adjusted EPS was $3.34 versus $2.53.
Full fiscal 2025 sales were $8,342 million, up 1%; diluted EPS was $7.67 versus $8.28 and Adjusted EPS was $10.53 versus $9.85.
Fiscal 2026 guidance calls for reported sales growth of 3% to 7%, diluted EPS of $10.40 to $11.40, and Adjusted EPS of $11.20 to $12.20.
Sensia dissolution is expected to close in the first half of fiscal 2026, and Q4 included a $110 million non-cash impairment charge tied to it.
Middleby reported third-quarter 2025 net sales of $982 million, up 4.2% from a year earlier but flat on an organic basis, and a GAAP net loss of $513 million, or $(10.15) per diluted share. The loss reflects a $709 million non-cash impairment tied to a strategic review of the Residential Kitchen business, which the company says it is evaluating alternatives for. Adjusted EPS was $2.37 versus $2.33 a year earlier, and the company said profitability was at the top end of its outlook, though shareholders face a large write-down and an uncertain outcome for that unit.
Net sales of $982 million, up 4.2%; organic net sales decreased 0.1%
Non-cash impairment charge of $709 million tied to the Residential Kitchen strategic review; diluted EPS of $(10.15)
Adjusted EPS of $2.37 versus $2.33 a year earlier; operating cash flow of $176 million
Q4 2025 outlook: total revenue of $990-1,020 million and adjusted EPS of $2.19-2.34
Evergy reported third quarter 2025 GAAP earnings of $475.0 million, or $2.03 per share, up from $2.02 a year earlier, and narrowed its 2025 adjusted EPS guidance to $3.92 to $4.02 from $3.92 to $4.12, citing cooler than normal summer weather. Year-to-date GAAP EPS was $3.31, down from $3.45, so shareholders see a quarterly gain alongside a lower top end of full-year guidance.
Q3 2025 GAAP earnings were $475.0 million, or $2.03 per share, compared with $465.6 million, or $2.02 per share, in Q3 2024.
2025 adjusted EPS guidance narrowed to $3.92 to $4.02 from $3.92 to $4.12; the company reaffirmed its 4% to 6% long-term adjusted EPS growth target through 2029.
Quarterly dividend increased 4% to $0.6950 per share, payable December 19, 2025, to holders of record as of November 21, 2025.
Year-to-date GAAP net income attributable to Evergy was $771.3 million, or $3.31 per share, versus $795.3 million, or $3.45 per share, a year earlier.
Teleflex reported third-quarter 2025 GAAP revenue of $913.0 million, up 19.4%, and a GAAP diluted loss of $(9.24) per share, compared with earnings of $2.36 a year earlier. The loss reflects a $403.9 million non-cash goodwill impairment on its Interventional Urology North America unit, and the company lowered its full-year 2025 GAAP EPS and adjusted constant currency revenue growth outlooks, which matters because the charges and cut weigh directly on reported results.
Q3 GAAP revenue $913.0 million, up 19.4%; adjusted revenue $892.9 million, up 16.8%
Q3 adjusted diluted EPS $3.67 versus $3.49 a year earlier; GAAP diluted EPS $(9.24) versus $2.36
2025 GAAP diluted EPS outlook lowered to $(4.42) to $(4.22) from $6.73 to $7.13; adjusted EPS narrowed to $14.00 to $14.20
Adjusted constant currency revenue growth outlook lowered to 6.90% to 7.40% from 7.70% to 8.70%
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