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).
Marcus & Millichap reported third quarter 2025 revenue of $193.9 million, up 15.1% from a year earlier, and net income of $0.2 million, or $0.01 per diluted share, compared with a net loss of $5.4 million a year earlier. The result includes a $0.08 per share litigation accrual, and the company says its financial results are preliminary until it files its Form 10-Q.
Total revenue of $193.9 million, up 15.1% from $168.5 million in Q3 2024
Net income of $0.2 million, or $0.01 per diluted share, versus a net loss of $5.4 million, or $0.14 per share, a year earlier; includes a $0.08 per share litigation accrual
Nine-month net loss narrowed to $15.2 million, or $0.39 per diluted share, from $20.9 million, or $0.54 per share
About $59.0 million remained available under the share repurchase program after repurchases through November 4, 2025
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
Duke Energy reported third-quarter 2025 reported and adjusted EPS of $1.81, up from $1.60 reported and $1.62 adjusted a year earlier, and narrowed its 2025 adjusted EPS guidance to $6.25 to $6.35. The company reaffirmed its long-term adjusted EPS growth rate of 5% to 7% through 2029 and said it expects to announce a new 2026-2030 capital plan of $95 billion to $105 billion in February.
Q3 2025 reported and adjusted EPS of $1.81, versus $1.60 reported and $1.62 adjusted in Q3 2024
2025 adjusted EPS guidance narrowed to $6.25 to $6.35, with a midpoint of $6.30
Long-term adjusted EPS growth rate of 5% to 7% through 2029 reaffirmed
New 2026-2030 capital plan of $95 billion to $105 billion expected to be announced in February
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.
Chesapeake Utilities reported third-quarter 2025 net income of $19.4 million, or $0.82 per diluted share, up from $17.5 million, or $0.78, a year earlier. For the nine months, net income was $94.2 million, or $4.03 per share, compared with $81.9 million, or $3.66. The company reaffirmed its 2025 adjusted EPS guidance of $6.15 to $6.35 but raised its 2025 capital guidance to $425 million to $450 million.
Q3 adjusted gross margin rose $15.2 million, or 12.5%, to $137.2 million; operating income rose $4.1 million, or 10.0%, to $45.0 million.
Q3 adjusted EPS was $0.82 versus $0.80 a year earlier, including a $0.04 per share impact from $92.0 million of equity issued over the last twelve months.
2025 adjusted EPS guidance of $6.15 to $6.35 was reaffirmed, assuming a successful outcome on the FCG Depreciation Study.
The 2025 capital guidance range was increased to $425 million to $450 million, and the 2028 EPS guidance of $7.75 to $8.00 was affirmed.
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
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.
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.
Arlo Technologies reported third-quarter 2025 revenue of $139.5 million, up from $137.7 million a year earlier, and GAAP net income of $6.9 million, compared with a net loss of $4.4 million in the same quarter of 2024. The company also gave a fourth-quarter revenue outlook of $131 million to $141 million, with GAAP diluted EPS of $0.00 to $0.06 and non-GAAP diluted EPS of $0.13 to $0.19.
Q3 revenue $139.5 million, versus $137.7 million a year earlier; subscriptions and services revenue $79.9 million, up 29.2% year over year
Q3 GAAP net income $6.9 million, or $0.07 basic EPS; non-GAAP diluted EPS $0.16, versus $0.11 a year earlier
Annual recurring revenue (ARR) of $323.2 million, up 33.8% year over year; adjusted EBITDA $17.1 million
Q4 2025 outlook: revenue $131 million to $141 million; GAAP diluted EPS $0.00 to $0.06; non-GAAP diluted EPS $0.13 to $0.19
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.
Monster Beverage reported third-quarter 2025 results that set records for net sales, gross profit, operating income and net income, according to the company. Net income rose 41.4% to $524.5 million, and diluted earnings per share rose to $0.53 from $0.38, which means shareholders saw higher profit per share in the quarter. The filing also states that the company repurchased no shares in the quarter, with about $500.0 million still available under its repurchase program.
Q3 net sales rose 16.8% to $2.20 billion from $1.88 billion a year earlier; the Monster Energy Drinks segment grew 17.7% to $2.03 billion.
Q3 operating income rose 40.7% to $675.4 million; gross profit as a percentage of net sales rose to 55.7% from 53.2%.
Q3 net income rose 41.4% to $524.5 million; diluted EPS was $0.53 versus $0.38.
No shares were repurchased in Q3 2025; about $500.0 million remained available for repurchase as of November 5, 2025.
QuinStreet reported fiscal first-quarter 2026 results for the period ended September 30, 2025, with revenue of $285.9 million and GAAP net income of $4.5 million, compared with a net loss of $1.4 million a year earlier. The Board also authorized a new $40 million share repurchase program and gave outlook for fiscal Q2 and full-year fiscal 2026.
Revenue of $285.9 million, up 2% year-over-year; Financial Services $207.5 million and Home Services $78.4 million
GAAP net income of $4.5 million, or $0.08 per diluted share, versus a net loss of $1.4 million a year earlier; adjusted EBITDA of $20.5 million, up 1%
Outlook: fiscal Q2 revenue of $270 million to $280 million and adjusted EBITDA of $19 million to $20 million; full-year fiscal 2026 revenue growth of at least 10% and adjusted EBITDA growth of at least 20%
New $40 million share repurchase program; cash of $101.3 million and no bank debt at quarter end
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
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.
Fidelity National Financial reported third-quarter 2025 results on November 6, 2025, with net earnings attributable to common shareholders of $358 million, or $1.33 per diluted share, up from $266 million, or $0.97 per share, a year earlier. Adjusted net earnings were $439 million, or $1.63 per share, compared with $356 million, or $1.30 per share, and total revenue rose to $4.03 billion from $3.60 billion. The company also repurchased 631,000 shares for $37.5 million and paid $135 million in common dividends during the quarter.
Net earnings of $358 million ($1.33 per diluted share) vs. $266 million ($0.97) in Q3 2024
Adjusted net earnings of $439 million ($1.63 per share) vs. $356 million ($1.30) in Q3 2024
Title Segment adjusted pre-tax margin of 17.8% vs. 15.9%; F&G gross sales of $4.2 billion
Conference call scheduled for Friday, November 7, 2025, at 11:00 a.m. Eastern Time
U.S. Physical Therapy reported third-quarter 2025 results, with physical therapy revenue up 17.8% to $168.1 million and net income attributable to shareholders rising to $13.1 million, or $0.48 per share, from $6.6 million, or $0.39 per share, a year earlier. Management reaffirmed its full-year 2025 Adjusted EBITDA guidance of $93.0 million to $97.0 million and declared a $0.45 quarterly dividend.
Physical therapy revenue rose 17.8% to $168.1 million; patient visits rose 18.0% to 1,554,207.
Net income attributable to USPH shareholders was $13.1 million ($0.48 per share) vs. $6.6 million ($0.39 per share) a year earlier.
Operating Results, a non-GAAP measure, fell to $10.1 million ($0.66 per share) from $10.4 million ($0.69 per share).
Full-year 2025 Adjusted EBITDA guidance of $93.0 million to $97.0 million was reaffirmed; $0.45 dividend payable December 12, 2025 to holders of record November 17, 2025.
Mueller Water Products reported fourth-quarter net sales up 9.4% to $380.8 million and net income of $52.6 million, versus $10.0 million a year earlier, which included a $16.3 million goodwill impairment. For fiscal 2025, net income was $191.7 million and diluted earnings per share were $1.22, but free cash flow fell to $172.0 million from $191.4 million, and the company projected fiscal 2026 net sales of $1,450 million to $1,470 million and adjusted EBITDA of $345 million to $350 million.
Q4 net sales rose 9.4% to $380.8 million; diluted EPS was $0.33 versus $0.06 a year earlier
Fiscal 2025 net sales were $1,429.7 million, up 8.7%; net income was $191.7 million, or $1.22 per diluted share
Fiscal 2026 guidance: net sales of $1,450 million to $1,470 million and adjusted EBITDA of $345 million to $350 million
Fiscal 2025 free cash flow was $172.0 million, down from $191.4 million, mainly due to lower operating cash flow
Synaptics reported first-quarter fiscal 2026 results for the period ended September 27, 2025, with revenue up 14% year-over-year to $292.5 million and Core IoT product sales up 74%. The company still posted a GAAP net loss of $20.6 million, or $0.53 per share, though that was smaller than the $23.1 million loss a year earlier, and non-GAAP diluted EPS rose to $1.09 from $0.81. The company guided second-quarter revenue to $300 million, plus or minus $10 million.
Revenue of $292.5 million, up from $257.7 million in the same quarter a year earlier.
GAAP net loss of $20.6 million ($0.53 per share), compared with a $23.1 million loss ($0.58 per share) a year earlier.
Non-GAAP diluted EPS of $1.09, compared with $0.81; non-GAAP gross margin was 53.2%.
Second-quarter fiscal 2026 outlook: revenue of $300 million ±$10 million and non-GAAP EPS of $1.15 ±$0.15; GAAP EPS guided to a loss of ($0.50) ±$0.25.
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
OUTFRONT Media reported third-quarter 2025 revenue of $467.5 million, up 3.5% from a year earlier, and net income attributable to the company of $51.3 million, up from $34.6 million. Diluted earnings were $0.29 per share versus $0.20 in the prior-year quarter. The board also declared a quarterly cash dividend of $0.30 per share, payable December 31, 2025, to holders of record on December 5, 2025.
Third-quarter revenue of $467.5 million rose $15.6 million, or 3.5%, with transit revenue up 23.7% to $112.4 million.
Net income attributable to OUTFRONT Media was $51.3 million, compared with $34.6 million in the same quarter of 2024.
Funds from operations (FFO) fell 20.6% to $99.7 million, while adjusted FFO (AFFO) rose 24.1% to $100.3 million.
Quarterly dividend of $0.30 per share is payable December 31, 2025, to stockholders of record on December 5, 2025.
HA Sustainable Infrastructure Capital reported third-quarter 2025 results on November 6, 2025, with GAAP net income attributable to controlling stockholders of $83 million, or $0.61 per diluted share, compared with a loss of $20 million, or $0.17 per share, a year earlier. Adjusted EPS rose to $0.80 from $0.52, and the company reaffirmed its 2025 and 2027 guidance and declared a quarterly dividend of $0.42 per share.
Total revenue was $103 million in Q3 2025, up from $82 million in Q3 2024.
Adjusted Recurring Net Investment Income was $105 million, up 42% from $74 million a year earlier.
Company expects 2025 Adjusted EPS to increase about 10% year over year and reaffirmed an 8% to 10% annual growth target through 2027.
Quarterly dividend of $0.42 per share is payable January 9, 2026, to holders of record as of December 29, 2025.
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
Century Aluminum reported third quarter 2025 results on November 6, 2025. Net income attributable to Century stockholders was $14.9 million, or $0.15 per diluted share, compared with a loss of $4.6 million, or $0.05 per share, in the second quarter, on net sales of $632.2 million. The company expects fourth quarter Adjusted EBITDA of $170 million to $180 million, driven mainly by higher realized LME and Midwest regional premiums.
Net sales of $632.2 million, up $4.1 million from the second quarter
Adjusted EBITDA attributable to Century stockholders of $101.1 million, up $26.8 million
Realized Midwest Premium of $1,425/MT, up $575/MT from the prior quarter
Liquidity of $488.2 million at September 30, 2025, including $151.4 million of cash
CarGurus reported third-quarter 2025 results for the period ended September 30, 2025. Marketplace revenue rose 14% year over year to $231.7 million, and GAAP net income rose 99% to $44.7 million, or $0.45 per diluted share. The company also issued fourth-quarter and full-year 2025 guidance, forecasting Marketplace revenue of $236.0 million to $241.0 million for the quarter and $902.0 million to $907.0 million for the year.
Total revenue rose 3% to $238.7 million, while wholesale revenue fell 81% and product revenue fell 69%.
GAAP diluted EPS was $0.45 versus $0.21 a year earlier; non-GAAP Adjusted EBITDA was $78.7 million, up 21%.
Q4 2025 non-GAAP EPS guidance is $0.61 to $0.67; full-year 2025 guidance is $2.19 to $2.25.
The company repurchased $111 million of shares in Q3 2025 and has repurchased 23% of shares outstanding since December 2022.
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.
Sunrun reported third-quarter 2025 results with total revenue of $724.6 million, up 35% from a year earlier, and net income attributable to common stockholders of $16.6 million, compared with a loss of $83.8 million in the same quarter of 2024. The company reiterated the midpoint of its full-year 2025 Cash Generation outlook at $350 million and unchanged full-year guidance for Aggregate Subscriber Value and Contracted Net Value Creation. The filing also discloses the appointment of Craig Cornelius to the board, which expands it from eight to nine directors.
Total revenue was $724.6 million in Q3 2025, up $187.4 million, or 35%, year over year; solar energy systems and product sales rose 77%, partly due to a third-party sale of certain systems.
Net income attributable to common stockholders was $16.6 million, or $0.07 per basic share and $0.06 per diluted share, versus a loss of $83.8 million in Q3 2024.
Full-year 2025 Cash Generation guidance was narrowed to $250 million to $450 million, within the prior range of $200 million to $500 million, with the $350 million midpoint unchanged.
Craig Cornelius, CEO of Clearway Energy Group, was appointed to the board effective November 6, 2025, and to its Audit and Nominating, Governance, and Sustainability committees.
Tandem Diabetes Care reported third quarter 2025 results for the period ended September 30, with worldwide sales up to $249.3 million from $244.0 million a year earlier and a GAAP net loss of $21.2 million, down from $23.3 million. The company reaffirmed its full year 2025 guidance, including sales of approximately $1.0 billion, which keeps the outlook unchanged for shareholders.
Worldwide sales were $249.3 million, including $73.6 million outside the United States, versus $244.0 million in the third quarter of 2024.
GAAP net loss was $21.2 million, or $0.31 per share, compared with a net loss of $23.3 million, or $0.35 per share, a year earlier.
GAAP gross margin was 54%, compared with 51% a year earlier.
For 2025, the company reaffirmed guidance for sales of approximately $1.0 billion and an adjusted EBITDA margin of approximately negative 5% of sales.
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
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.
Doximity reported fiscal 2026 second-quarter results for the three months ended September 30, 2025, with revenue up 23% year over year and net income rising to $62.1 million from $44.2 million. The company also set fiscal third-quarter guidance and updated its full-year fiscal 2026 revenue and adjusted EBITDA guidance, which the filing does not compare with prior figures.
Revenue of $168.5 million, up 23% from $136.8 million a year earlier
Diluted net income per share of $0.31, versus $0.22; operating cash flow of $93.9 million, up 37%
Fiscal third-quarter (ending December 31, 2025) guidance: revenue of $180 million to $181 million and adjusted EBITDA of $103 million to $104 million
Updated fiscal 2026 (ending March 31, 2026) guidance: revenue of $640 million to $646 million and adjusted EBITDA of $351 million to $357 million
Yelp reported third-quarter 2025 net revenue of $376 million, up 4% from a year earlier and $6 million above the high end of its outlook range, while net income rose 2% to $39 million. Adjusted EBITDA fell 3% to $98 million, and the company updated its full-year 2025 outlook to net revenue of $1.460 billion to $1.465 billion and adjusted EBITDA of $360 million to $365 million.
Q3 net revenue $376 million, up 4% year over year; diluted EPS $0.61 versus $0.56 in Q3 2024
Adjusted EBITDA $98 million, down 3%; adjusted EBITDA margin 26% versus 28% a year earlier
2025 outlook: net revenue $1.460 billion to $1.465 billion; adjusted EBITDA $360 million to $365 million
Repurchased approximately 2.3 million shares for $75 million in the third quarter
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
Wynn Resorts reported third-quarter 2025 operating revenues of $1.83 billion, up $140.4 million from a year earlier, and net income attributable to the company of $88.3 million, compared with a net loss of $32.1 million in the third quarter of 2024. Adjusted net income fell to $88.7 million from $98.9 million, and the board declared a $0.25 per share cash dividend payable November 26, 2025.
Operating revenues were $1.83 billion, up $140.4 million from $1.69 billion in Q3 2024.
Net income attributable to Wynn Resorts was $88.3 million, or $0.85 per diluted share, versus a net loss of $32.1 million, or $0.29 per share, a year earlier.
Adjusted net income was $88.7 million, or $0.86 per diluted share, versus $98.9 million, or $0.90 per share, in Q3 2024.
Board declared a $0.25 per share cash dividend, payable November 26, 2025 to holders of record as of November 17, 2025.
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
Akamai reported third quarter 2025 revenue of $1.055 billion, up 5% year-over-year, and GAAP net income per diluted share of $0.97, up 155% from a year earlier when results included an $82 million restructuring charge. The company also gave fourth quarter 2025 revenue guidance of $1.065 billion to $1.085 billion and full-year 2025 revenue guidance of $4.178 billion to $4.198 billion, with non-GAAP net income per diluted share of $6.93 to $7.13 for the year.
Revenue was $1.055 billion, up 5% year-over-year and up 4% when adjusted for foreign exchange.
GAAP net income per diluted share was $0.97, compared with $0.38 in the third quarter of 2024; non-GAAP net income per diluted share was $1.86, up 17%.
Fourth quarter 2025 guidance: revenue of $1.065 billion to $1.085 billion and non-GAAP net income per diluted share of $1.65 to $1.85.
Akamai did not repurchase shares in the third quarter of 2025, but spent $800 million on buybacks during the first nine months of 2025.
Trupanion reported third-quarter 2025 revenue of $366.9 million, up 12% from a year earlier, and net income of $5.9 million, or $0.13 per diluted share, versus $1.4 million, or $0.03, in the same quarter of 2024. On November 4, 2025, the company entered a credit agreement with PNC Bank providing a $100.0 million term loan and a $20.0 million revolving facility, maturing November 4, 2028, and used it to repay its 2022 credit agreement; the new loans are secured by substantially all company assets and carry covenants.
Q3 2025 total revenue $366.9 million, up 12%; net income $5.9 million, diluted EPS $0.13 (Q3 2024: $1.4 million, $0.03)
Nine-month net income $13.8 million, or $0.32 per diluted share, versus a net loss of $11.3 million in the prior-year period
On November 4, 2025, borrowed $100.0 million under the term facility and $15.0 million under the revolver; loans bear interest at SOFR plus 2.75% per annum
Quarterly term loan principal payments of $2.5 million; 2022 credit agreement with Piper Sandler Finance, LLC repaid in full and terminated
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.
eXp World Holdings reported third-quarter 2025 revenue up 7% to $1.3 billion and net income of $3.5 million, or $0.02 per diluted share, compared with a net loss of $8.5 million, or $0.06 per share, a year earlier. The company also declared a $0.05 per share quarterly dividend, unchanged from the prior quarter, payable December 1, 2025.
Q3 2025 revenue rose 7% to $1.3 billion; real estate sales volume rose 7% to $54.1 billion.
Net income of $3.5 million ($0.02 per diluted share) vs. a net loss of $8.5 million ($0.06 per share) in Q3 2024.
Agents and brokers on the platform fell 2% to 83,446 as of September 30, 2025; agent Net Promoter Score was 75, down from 76.
Board declared a $0.05 per share dividend payable December 1, 2025, to holders of record on November 17, 2025.
DXP Enterprises reported third quarter 2025 results for the period ended September 30, 2025. Sales rose 8.6% year over year to $513.7 million, net income rose 2.5% to $21.6 million, and GAAP diluted EPS was $1.31, up from $1.27. The company also said it had completed three acquisitions through the third quarter and two more after quarter end.
Sales of $513.7 million, up 8.6% from $472.9 million in Q3 2024 and up 3.0% from $498.7 million in Q2 2025
GAAP diluted EPS of $1.31 vs. $1.27 in Q3 2024; adjusted diluted EPS of $1.34 vs. $1.43
Adjusted EBITDA of $56.5 million vs. $52.4 million; Supply Chain Services revenue fell 5.0% to $63.0 million
Total debt outstanding was $644.0 million and cash was $123.8 million as of September 30, 2025
International Bancshares Corporation reported third-quarter 2025 net income of $108.4 million, or $1.74 per diluted share, up from about $99.8 million, or $1.60 per diluted share, a year earlier. Nine-month net income was $305.4 million, or $4.91 per diluted share, compared with $294.1 million, or $4.72, in the same period of 2024. Shareholders see higher quarterly and year-to-date profit, though the company said rising deposit rates continued to weigh on net interest income.
Q3 2025 net income of $108.4 million ($1.74 diluted EPS), up 8.6% in net income and 8.8% in diluted EPS from Q3 2024
Nine months ended September 30, 2025 net income of $305.4 million ($4.91 diluted EPS), up 3.8% in net income and 4.0% in diluted EPS
Total assets of about $16.6 billion at September 30, 2025, versus $15.7 billion at December 31, 2024
Release says higher deposit rates pressured net interest income, while a lower provision for credit loss expense helped nine-month results
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.
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