Reports

Welltower delivered a solid Q3 2025 with notable growth in normalized FFO and Seniors Housing Operating portfolio performance. Strategic acquisitions and dispositions reinforced their capital position and expanded their footprint in the U.S. and U.K. markets.

• Normalized FFO reached $919,241,000 or $1.34 per share.
• Net income attributable to common stockholders was $280,559,000.

Cadence posted solid Q3 2025 results with significant year-over-year growth in revenue and EPS. The company reported record backlog and increased its full-year outlook.

• Revenue reached $1.338 billion, up from $1.215 billion in Q3 2024.
• GAAP EPS rose to $1.05, and non-GAAP EPS to $1.93.

WM posted a strong quarter driven by disciplined pricing, cost optimization, and growth in sustainability businesses. Despite headwinds in recycled commodity pricing, the company maintained momentum with increased free cash flow and adjusted EBITDA.

• Net income for the quarter was $603 million, with adjusted EPS at $1.98.
• Revenue rose to $6.443 billion, supported by contributions from WM Healthcare Solutions.

NXP delivered revenue of $3.17 billion in Q3 2025, exceeding its guidance midpoint. EPS was $2.48, with non-GAAP EPS of $3.11. The company saw strong performance in automotive and mobile segments, and reported $509 million in free cash flow.

• Revenue reached $3.17B with strong contributions from automotive and mobile segments.
• GAAP EPS was $2.48; non-GAAP EPS came in at $3.11.

Keurig Dr Pepper delivered a solid third quarter, with revenue rising to $4.31 billion and net income reaching $662 million. The company saw strong performance in U.S. Refreshment Beverages, driven by innovation and acquisitions like GHOST. It reaffirmed EPS guidance while raising full-year sales expectations.

• Net sales increased 10.7% to $4.31 billion, with strong volume/mix and pricing contributions.
• Adjusted EPS grew to $0.54, driven by operational efficiency and investment benefits.

The Hartford delivered record Q3 2025 earnings with net income and core earnings both reaching $1.1 billion, supported by premium growth, favorable reserve development, and investment income gains.

• Net income rose to $1.074 billion, up from $761 million in Q3 2024.
• EPS reached $3.77; core EPS was $3.78, reflecting strong operational results.

Arch Capital delivered a solid performance in Q3 2025, posting $1.34 billion in net income and $1.04 billion in operating income, supported by improved underwriting income and lower catastrophe losses.

• Net income rose to $1.34 billion, with EPS of $3.56, driven by favorable underwriting and investment results.
• Operating income hit $1.04 billion, with strong contributions from reinsurance and mortgage segments.

Nucor delivered solid Q3 results with $607 million in net income and $8.52 billion in revenue, supported by strong steel product shipments and disciplined capital allocation.

• Net income rose to $607 million in Q3 2025.
• Revenue reached $8.52 billion during the quarter.

Revenue surged to $1.6 billion with adjusted EPS rising to $1.05. However, net income and GAAP EPS slightly declined year-over-year. The company added over 5,000 new employees and emphasized expanded global capabilities.

• Revenue rose 35.4% year-over-year to $1.6 billion
• Adjusted EPS increased to $1.05, up from $0.91 last year

Celestica delivered a strong Q3 2025 with revenue and adjusted EPS exceeding the high end of guidance. Operating margins reached company highs, and net income more than tripled year-over-year.

• Revenue reached $3.19 billion, up from $2.50 billion in Q3 2024.
• GAAP EPS came in at $2.31, with adjusted EPS at $1.58.

F5 delivered an 8% revenue increase in Q4 2025, with strong gains in systems revenue and improved margins. EPS and non-GAAP EPS both saw notable year-over-year growth.

• Revenue reached $810 million, up from $747 million last year.
• GAAP EPS rose to $3.26 from $2.80, while non-GAAP EPS climbed to $4.39.

Principal Financial delivered solid Q3 2025 results with increased net income and operating earnings. All core segments showed healthy profitability, especially Specialty Benefits and Retirement and Income Solutions. The company also raised its dividend and maintained a strong capital position.

• Net income reached $213.8 million, recovering from a loss in Q3 2024.
• EPS climbed to $0.95 and Non-GAAP operating EPS hit $2.10.

Alexandria Real Estate Equities posted a net loss of $234.9M in Q3 2025, driven primarily by impairments on real estate assets. Despite this, the company maintained strong FFO per share, completed significant leasing activity, and reported robust tenant collections.

• Reported a net loss of $234.9M due to real estate impairments
• Adjusted FFO per share came in at $2.22

BioMarin delivered 4% revenue growth in Q3 2025 led by VOXZOGO and PALYNZIQ. However, GAAP net loss widened due to a $221M IPR&D expense. The company reaffirmed guidance for VOXZOGO and announced plans to divest ROCTAVIAN.

• Total revenue for Q3 2025 reached $776 million, up 4% YoY.
• GAAP net loss was $31 million, primarily due to a $221 million IPR&D charge.

Crane Company posted strong Q3 2025 results, with a 7.5% revenue increase driven by core sales growth in Aerospace & Electronics. Adjusted EPS rose 27% year-over-year and the company raised its full-year guidance, citing solid operational execution and backlog visibility.

• Revenue reached $589.2 million, up 7.5% year-over-year.
• Adjusted EPS climbed to $1.64 from $1.29 in Q3 2024.

Universal Health Services delivered a solid Q3 2025 with notable increases in revenue and net income, driven by strong performance across acute and behavioral health segments, and raised its full-year guidance.

• Revenue increased to $4.495 billion, up from $3.963 billion last year.
• Net income rose to $373 million from $258.7 million in Q3 2024.

Revvity posted $699 million in revenue for Q3 2025 with slight organic growth and GAAP EPS of $0.40. Despite declines in operating and net income, the company reaffirmed full-year organic growth guidance and raised adjusted EPS outlook.

• Revenue reached $699 million, showing slight organic growth of 1%
• GAAP EPS fell to $0.40 from $0.77 in the prior year

Brixmor delivered a steady Q3 2025, maintaining profitability while growing Nareit FFO and achieving record small shop leased occupancy. The company continued to execute on reinvestment and leasing strategies and raised its dividend by 7%.

• Reported net income of $94.2 million or $0.31 per diluted share.
• Nareit FFO rose to $172.3 million or $0.56 per diluted share.

Rambus delivered strong Q3 performance driven by record product revenue, steady licensing activity, and robust operating cash flow.

• Achieved record product revenue of $93.3M, marking the fourth consecutive quarterly high
• Generated $88.4M in operating cash flow, highlighting strong cash generation

Simpson delivered a strong Q3 2025, with solid revenue and net income growth, supported by price increases and favorable foreign exchange. Operating income rose 12.7%, aided by a one-time asset sale gain, while cost-saving initiatives were launched to address ongoing housing market softness.

• Revenue grew 6.2% year-over-year to $623.5 million, driven by pricing actions and FX benefits.
• Net income reached $107.4 million, up 14.9% year-over-year.

Confluent delivered strong Q3 results with growing Confluent Cloud adoption, positive non-GAAP operating income, and improved margins, although the company still posted a GAAP net loss.

• Confluent Cloud revenue reached $161M as cloud adoption accelerates.
• Subscription revenue grew to $286.3M, driving total revenue to $298.5M.

Avis returned to top-line growth in Q3 2025. Net income rose 51% year-over-year as lower fleet costs and efficiency gains in international operations supported profitability. Revenue per day dipped slightly in the Americas but increased in international markets.

• Revenue reached $3.52 billion, up 1% from Q3 2024.
• Net income was $359 million, a 51% year-over-year increase.

Amkor Technology posted solid results for Q3 2025, with $1.99B in revenue and $127M in net income. Growth was led by Advanced packaging demand, and the company broke ground on a new campus in Arizona.

• Revenue reached $1.99B, supported by a 31% sequential increase.
• Advanced packaging achieved record revenue.

Whirlpool posted $4.03 billion in revenue and $73 million in net income in Q3 2025, supported by new product momentum in North America. However, earnings were pressured by tariff impacts and international headwinds.

• Revenue reached $4.03 billion, up 1.0% from Q3 2024.
• Net income came in at $73 million, with GAAP EPS of $1.29.

Ameris Bancorp delivered strong Q3 2025 results with increased net income and EPS, boosted by higher net interest income and improved operating efficiency. The bank saw loan growth, deposit stability, and margin expansion, while maintaining solid asset quality and capital strength.

• Net income rose to $106.0 million, with EPS of $1.54 and adjusted EPS of $1.53.
• Net interest margin expanded to 3.80% due to higher yields on assets and lower funding costs.

Noble Corporation delivered mixed Q3 2025 results with reduced revenue and net loss due to lower rig utilization and a significant impairment charge. However, the company posted strong cash flow and adjusted EBITDA, and increased its contract backlog to $7.0 billion.

• Reported net loss of $21 million and diluted EPS of -$0.13, while adjusted diluted EPS was $0.19.
• Total revenue for the quarter was $798 million, down from $849 million in Q2 2025.

Kilroy Realty reported $279.7 million in revenue and $156.2 million in net income for Q3 2025. EPS grew significantly compared to Q3 2024, supported by gains on property sales and early rent commencements. Occupancy and leasing rates improved in some regions, while total revenue declined year over year.

• Revenue was $279,744,000 for the quarter, down from $289,938,000 in Q3 2024
• Net income rose to $156,220,000, significantly up from $52,378,000 in the prior year

NOV delivered $2.18 billion in revenue and $42 million in net income for Q3 2025. Strong operational execution and cost control offset market softness, resulting in strong free cash flow and a 141% book-to-bill ratio.

• Revenue totaled $2.18 billion, down 1% YoY but nearly flat sequentially.
• Net income declined to $42 million, affected by $65 million in Other Items.

Dorman Products delivered a solid Q3 2025, reporting $543.7 million in revenue and $76.4 million in net income. The company saw margin improvements and confirmed its full-year guidance, reflecting continued operational strength.

• Revenue rose 7.9% YoY to $543.7 million, driven by Light Duty and Heavy Duty segments.
• Diluted EPS increased 38% to $2.48; adjusted EPS was $2.62.

Agilysys achieved its 15th consecutive record revenue quarter with $79.3M in revenue and robust gains in subscription revenue and profitability, prompting an upward revision of full-year guidance.

• Revenue reached a record $79.3M, up from $68.3M last year
• Subscription revenue grew 33.1% YoY to $50.96M

Seacoast Banking delivered a robust third quarter driven by loan and deposit growth, higher net interest income, and increased adjusted earnings. Recent acquisitions strengthened the company’s footprint and future earnings potential.

• Net income was $36.5 million, while adjusted net income reached $45.2 million.
• Net interest income rose to $133.9 million, boosted by strong loan production and securities yield.

Bank of Hawai‘i Corporation delivered another strong quarter in Q3 2025, with net income rising to $53.3 million and diluted EPS reaching $1.20, driven by higher net interest income, improved noninterest income, and continued credit quality strength.

• Net income rose to $53.3 million, a 12% increase from the previous quarter.
• EPS improved to $1.20 from $1.06 in Q2 2025.

NBT Bancorp posted strong Q3 2025 results with record net income of $54.5 million and EPS of $1.03. The acquisition of Evans Bancorp contributed significantly to growth in earning assets, loans, and deposits, while net interest margin improved for the sixth consecutive quarter.

• Net income reached a record $54.5 million, up from $22.5 million in Q2.
• EPS rose to $1.03, with operating EPS (non-GAAP) at $1.05.

Olin Corporation delivered improved results in Q3 2025, reversing last year’s loss and achieving $222.4 million in adjusted EBITDA. Strength in the Chlor Alkali Products and Vinyls segment drove earnings despite ongoing weakness in epoxy demand and commercial ammunition sales.

• Returned to profitability with $42.8 million net income, up from a $24.9 million loss in Q3 2024.
• Adjusted EBITDA reached $222.4 million, including a $32 million benefit from clean hydrogen tax credits.

Enterprise Financial posted net income of $45.2 million and adjusted EPS of $1.20 in Q3 2025. While earnings declined versus previous quarters, the company saw continued growth in loans and deposits, expansion of its net interest margin, and a significant insurance recovery related to a solar tax credit recapture.

• Net income was $45.2 million, down from $51.4 million in Q2.
• Adjusted EPS was $1.20, slightly below the previous quarter’s $1.37.

Northwest Bancshares posted GAAP net income of $3 million ($0.02 per share) in Q3 2025, significantly lower than prior quarters due to elevated merger-related expenses. Adjusted net income was $41 million ($0.29 per share), benefiting from the acquisition of Penns Woods Bancorp, which contributed to record revenue of $168 million and improved net interest income and margin.

• GAAP EPS declined to $0.02 due to $31 million in merger-related expenses
• Adjusted EPS came in at $0.29, up from $0.26 YoY

Daqo New Energy posted a significant rebound in Q3 2025, driven by higher polysilicon sales volume and average selling prices. The company returned to positive adjusted net income and EBITDA, reflecting a recovery in the solar PV value chain.

• Revenue surged to $244.6M in Q3 2025, up from $75.2M in Q2.
• Adjusted net income (non-GAAP) turned positive at $3.7M.

Lakeland Financial delivered solid Q3 results with $26.4 million in net income, driven by a 14% increase in net interest income and strong core deposit growth. The bank improved its asset quality significantly, reducing nonaccrual loans by 68%.

• Net income rose to $26.4 million, up from $23.3 million a year ago
• EPS increased to $1.03 from $0.91 in Q3 2024

NETSTREIT Corp. achieved strong financial and operating results in the third quarter of 2025, driven by a record $203.9 million in gross investment activity at a 7.4% blended cash yield. The company reported a net income of $0.01 per diluted share and an Adjusted Funds from Operations (AFFO) of $0.33 per diluted share. With over $1.1 billion in available liquidity and a lowly levered balance sheet, NETSTREIT is well-positioned for future investments and long-term AFFO per share growth.

• Achieved record gross investment volume of $203.9 million at a 7.4% blended cash yield.
• Reported Net Income of $0.01 per diluted share and Adjusted Funds from Operations (AFFO) of $0.33 per diluted share.

Custom Truck One Source, Inc. delivered a strong third quarter in 2025, with total revenue increasing by 7.8% year-over-year to $482.1 million and Adjusted EBITDA growing by 19.6% to $96.0 million. The company experienced a net loss of $5.8 million, a significant improvement from the $17.4 million net loss in the prior year's quarter. Growth was primarily driven by strength in core T&D markets and substantial growth in the Equipment Rental Solutions (ERS) segment.

• Total revenue for Q3 2025 reached $482.1 million, marking a 7.8% increase compared to Q3 2024.
• Adjusted EBITDA grew by 19.6% year-over-year to $96.0 million, driven by increased gross profit and lower interest expense.

Carter’s posted flat revenue in Q3 2025 but saw a significant drop in earnings due to higher tariffs, restructuring costs, and operational investments. Net income fell substantially, prompting the company to initiate cost-cutting and store closure plans.

• Revenue held steady at $757.8 million, nearly unchanged from Q3 2024.
• Net income dropped to $11.6 million from $58.3 million a year ago.

Easterly Government Properties achieved positive net income in Q3 2025, driven by stable rental income and consistent occupancy across its government-leased real estate portfolio. The company maintained a strong leasing profile and executed strategic acquisitions and developments.

• Reported net income of $1.2 million, or $0.03 per share on a fully diluted basis
• Core FFO was $35.6 million, or $0.76 per share

Bank of Marin Bancorp posted net income of $7.5 million in Q3 2025, supported by higher net interest income, margin expansion, and a boost in deposits. Asset quality improved as non-accrual and classified loans declined. Efficiency ratio and returns also strengthened versus the prior quarter.

• Returned to profitability with $7.5 million in net income after a Q2 loss
• Tax-equivalent net interest margin increased to 3.08%, up from 2.93% in Q2