Reports

ExxonMobil posted $7.5 billion in net income and $85.3 billion in revenue for Q3 2025, supported by record output in Guyana and the Permian Basin. EPS rose to $1.76 and free cash flow reached $6.3 billion.

• Net income reached $7.5 billion with EPS of $1.76.
• Record production in Guyana exceeded 700,000 barrels per day.

AbbVie delivered $15.776 billion in quarterly revenue and an adjusted EPS of $1.86, showing solid growth from Immunology and Neuroscience segments, partially offset by Oncology and Aesthetics softness.

• Immunology revenue reached $7.885B, driven by Skyrizi and Rinvoq.
• Neuroscience portfolio grew 20.2%, led by Vraylar and Botox Therapeutic.

Linde delivered a strong Q3 2025 performance with record earnings per share, steady revenue growth, and a solid $10B project backlog. Despite volume pressures in some segments, margin expansion and operational efficiency contributed to profitability.

• Record EPS of $4.21 driven by margin strength and pricing
• Revenue reached $8.615B, up 3% YoY

Aon delivered 7% revenue growth and 34% higher net income in Q3 2025, with double-digit gains in adjusted EPS and operating income. The firm demonstrated disciplined cost control and strong cash generation, enhancing confidence in full-year targets.

• Total revenue rose to $3.997 billion, reflecting 7% organic growth.
• Net income attributable to shareholders increased 34% to $458 million.

Colgate-Palmolive delivered a 2% increase in net sales and maintained flat adjusted EPS, as lower private label pet sales and margin contraction weighed on performance. Organic growth was limited but the company reaffirmed its full-year guidance.

• Net sales rose 2% to $5.13 billion, driven by strong pricing offset by volume declines.
• Organic sales growth was 0.4%, reflecting pressure from exiting private label pet business.

CN delivered solid third-quarter results with higher revenue, improved operating ratio, and strong earnings growth, supported by intermodal and petroleum traffic.

• Revenue rose 1% year-over-year to C$4.165 billion.
• Operating ratio improved to 61.4%, a 170 bps improvement.

Dominion Energy delivered a strong Q3 2025, with both reported and operating earnings increasing year over year. The utility benefited from improved segment contributions, particularly in contracted energy, as well as renewable energy tax credits.

• Revenue grew to $4.53 billion, up from $3.94 billion in Q3 2024.
• Net income rose to $1.006 billion, an increase of $72 million YoY.

Grainger delivered $4.66B in revenue and strong adjusted EPS of $10.21 in Q3 2025. While reported earnings declined due to a non-cash loss related to its U.K. exit, operating performance remained strong, especially in the Endless Assortment segment.

• Adjusted EPS rose to $10.21, supported by sales growth and fewer outstanding shares.
• Endless Assortment segment grew 18.2%, driven by MonotaRO and Zoro.

Cenovus Energy achieved record production and downstream throughput in Q3 2025. The company posted higher net income and EPS compared to the prior quarter, driven by stronger oil prices, improved margins, and cost-effective operations. Shareholder returns totaled $1.3 billion for the quarter.

• Total revenue rose to $13.2 billion in Q3 2025.
• Net income increased to $1.286 billion from $851 million in Q2.

T. Rowe Price posted a strong Q3 2025, with higher investment advisory fees driving revenue and profitability. Net flows improved, and adjusted operating margins expanded significantly.

• Revenue increased to $1.8935 billion, driven by higher advisory fees.
• Net income rose to $646.1 million from $603.0 million a year ago.

Carlyle ended Q3 2025 with $783 million in segment revenue and $0.96 in adjusted EPS, driven by growth in AlpInvest and Global Credit, despite unrealized investment losses.

• Fee Related Earnings rose to $311.9 million, reflecting strong activity and scale across strategic platforms
• Assets under management reached $474 billion, with $90 billion of available capital

The company posted solid Q3 2025 results, with organic sales growth across all segments, net income of $182.2M, and adjusted EPS exceeding expectations. Strong marketing and innovation investments supported brand performance.

• Organic sales grew across all three business units, led by international markets.
• Adjusted EPS of $0.81 beat expectations due to higher volume and gross margin.

LyondellBasell posted a $890 million net loss in Q3 2025, driven by $1.2 billion in non-cash asset write-downs. However, the company generated strong cash from operations and maintained high cash conversion, highlighting resilience amidst challenging market conditions.

• Reported a net loss of $890 million due to $1.2 billion in asset impairments.
• Adjusted EPS was $1.01, excluding identified items.

nVent delivered a strong Q3 2025, posting record sales of $1.05B, a 35% YoY increase, and an adjusted EPS of $0.91. Growth was driven by demand in Infrastructure verticals, especially data centers and power utilities, along with contributions from acquisitions.

• Achieved record quarterly sales of $1.05B, up 35% YoY
• Adjusted EPS rose 44% to $0.91, beating guidance

RBC Bearings delivered a strong Q2 FY2026, with double-digit revenue growth, improved profitability, and robust cash flow, supported by surging Aerospace/Defense demand and successful execution post-acquisition of VACCO.

• Revenue reached $455.3M, up from $397.9M in Q2 FY2025.
• Aerospace and Defense segment revenue grew 38.8% YoY.

Magna delivered solid Q3 2025 results with higher sales and adjusted earnings. However, net income and operating income declined versus Q3 2024 due to the absence of one-time gains recognized last year.

• Revenue rose to $10.462 billion, supported by new programs and higher global vehicle production.
• Adjusted EBIT grew to $613 million due to productivity improvements and equity income gains.

OneMain Holdings delivered solid Q3 2025 results, highlighted by revenue growth, higher net income, and strong capital generation amid stable credit performance.

• Revenue reached $1.6 billion, driven by receivable growth and improved portfolio yield.
• Net income rose to $199 million, up from $157 million in the prior-year quarter.

TXNM Energy delivered third quarter 2025 results marked by steady operational performance and continued rate recovery across its service areas. GAAP diluted EPS was $1.22, with ongoing diluted EPS of $1.33. The company reported consolidated net earnings of $130.7 million, supported by higher transmission and distribution revenues and rate adjustments in New Mexico and Texas. Merger-related costs and additional share issuances modestly impacted results.

• GAAP diluted EPS was $1.22, while ongoing diluted EPS was $1.33.
• Net earnings attributable to TXNM Energy totaled $130.7 million.

Piper Sandler achieved its highest Q3 revenue ever, with strong performance in corporate financing and advisory services. Net income rose significantly, supported by improved margins and disciplined expense management.

• Record Q3 net revenues of $479.3M, up 33% YoY
• Corporate financing revenue grew 345% YoY to $79.7M

Lear Corporation reported Q3 2025 revenue of $5.68 billion, up 2% year-over-year. The company posted net income of $108 million and adjusted net income of $150 million. Operating cash flow reached $444 million, the second highest for a third quarter in company history, and free cash flow totaled $307 million. Both business segments achieved positive margins, with improvements in operating performance and cost efficiency.

• Revenue increased 2% year-over-year to $5.68 billion.
• Net income was $108 million, with adjusted net income of $150 million.

Merus incurred a $95.5 million net loss in Q3 2025, with revenues rising slightly to $12.2 million. Increased R&D costs, particularly for petosemtamab trials, drove higher operating expenses. Collaboration revenue from Gilead and Incyte partially offset the expenses. Cash reserves increased, bolstering liquidity into 2028.

• Revenue reached $12.2 million, driven by Gilead milestone and Incyte collaboration revenue.
• R&D expenses rose to $80 million, mainly due to petosemtamab trials.

For Q1 FY2026, Madison Square Garden Sports Corp. posted revenues of $39.5 million, down 26% year-over-year, driven primarily by lower league distributions and local media rights fees. The company recorded an operating loss of $27.4 million and an adjusted operating loss of $20.8 million, both reflecting the decline in revenues and higher selling, general, and administrative expenses. Net loss for the quarter was $8.8 million, or $0.37 per share.

• Revenue declined 26% year-over-year to $39.5 million, mainly due to reduced league distributions and local media fees.
• Operating loss widened to $27.4 million compared to $8.3 million in the prior-year quarter.

Spirit AeroSystems posted third quarter 2025 revenue of $1.59 billion, up 8% year-over-year, primarily due to increased production on Boeing and Airbus programs. However, the company recorded a net loss of $724 million, or $(6.16) per share, due to $585 million in forward losses and higher program costs. Adjusted EPS was $(4.87). Cash used in operations improved to $187 million, while free cash flow usage was $230 million. The company ended the quarter with $299 million in cash and a $52 billion backlog. Management reiterated ongoing liquidity concerns and continued efforts to finalize its merger with Boeing.

• Revenue rose 8% year-over-year to $1.59 billion, driven by higher Boeing and Airbus production volumes.
• Net loss widened to $724 million, or $(6.16) per share, from $(477) million in Q3 2024.

Sensient Technologies reported Q3 2025 revenue of $412.1 million, a 5% increase year-over-year, driven by strength in its Color and Asia Pacific segments. Operating income rose 14.2% to $57.7 million, while adjusted operating income increased 18% to $61.0 million. Net income grew 13% to $37.0 million, with diluted EPS of $0.87 and adjusted diluted EPS of $0.96. The Color Group delivered the strongest performance, supported by higher prices and volume growth in food and pharmaceutical product lines.

• Total revenue increased 5% year-over-year to $412.1 million, driven by strong Color segment performance.
• Operating income rose 14.2% to $57.7 million, with adjusted operating income up 18%.

PGE delivered higher revenue and earnings in Q3 2025, supported by robust industrial demand, particularly from data centers. Operating income and tax expenses rose due to increased capital investment and lower production tax credits.

• EPS rose to $0.94 (GAAP) and $1.00 (non-GAAP), compared to $0.90 in Q3 2024.
• Industrial load grew 13% quarter-over-quarter, fueling revenue growth.

ALLETE posted a significant year-over-year drop in earnings for Q3 2025, with EPS declining from $0.78 to $0.46. The results were negatively affected by lower industrial margins, fewer renewable energy project sales, and higher operating costs. Regulated operations remained the primary income contributor, while ALLETE Clean Energy and New Energy saw notable profit drops.

• Net income fell to $27.1 million from $45.0 million in Q3 2024.
• Diluted EPS dropped to $0.46 from $0.78 year over year.

Arbor Realty Trust delivered mixed third-quarter results, with net income falling year-over-year but showing strong liquidity generation and record agency loan originations. The company expanded its servicing portfolio and maintained a solid balance sheet, supported by securitization and debt issuance activity.

• GAAP net income was $38.5 million ($0.20 per diluted share), down from $58.2 million last year.
• Distributable earnings reached $72.9 million ($0.35 per diluted share).

Interface exceeded expectations in Q3 2025 with higher revenue, EPS, and net income. Its 'One Interface' strategy continued to yield strong performance across all regions and segments.

• Net sales reached $364.5 million, up from $344.3 million last year.
• GAAP EPS rose to $0.78, with adjusted EPS at $0.61.

Xenia Hotels & Resorts posted a net loss for Q3 2025 as RevPAR remained flat and margins contracted slightly. Despite the challenging environment, the company saw modest growth in ADR and steady occupancy rates. Food and beverage revenues rose, while Adjusted EBITDAre and Adjusted FFO declined year-over-year. Xenia maintained strong liquidity and continues to execute renovation projects and portfolio enhancements.

• Net loss attributable to common stockholders was $13.7 million, or $0.14 per share.
• Adjusted EBITDAre totaled $42.2 million, down 4.6% year-over-year.

Proto Labs achieved record quarterly revenue in Q3 2025, driven by growth in CNC Machining and Sheet Metal. Despite flat net income, the company maintained strong margins and operational performance.

• Revenue reached an all-time high of $135.4 million in Q3 2025.
• Adjusted EBITDA was $21.1 million, representing 15.6% of revenue.

Middlesex Water Company experienced a slight decline in net income and diluted EPS in Q3 2025, reporting $14.0 million and $0.77 respectively, down from $14.3 million and $0.80 in Q3 2024. Operating revenues decreased by $1.0 million to $54.1 million, mainly due to lower consumption from unfavorable weather, while operating expenses also decreased by $1.2 million to $36.4 million. The company declared a quarterly cash dividend of $0.36 per common share, a 5.88% increase, and continued its infrastructure investment program.

• Net income for Q3 2025 was $14.0 million, a decrease from $14.3 million in Q3 2024.
• Diluted EPS for Q3 2025 was $0.77, down from $0.80 in Q3 2024.

Butterfly Network delivered solid revenue growth despite seasonal headwinds, highlighted by a narrowed adjusted EBITDA loss and a continued reduction in cash burn. The company reinforced its leadership in AI-driven ultrasound with product and regulatory milestones.

• Revenue grew to $21.5M, up 5% YoY, driven by iQ3 international sales.
• Adjusted EBITDA loss narrowed to $8.1M from $8.4M a year ago.

Civeo's Q3 2025 showed continued strength in Australia, boosted by acquisitions, while Canada remained under pressure despite cost-saving measures. The company posted a small net loss and emphasized share buybacks and operational discipline.

• Generated $170.5 million in revenue with a net loss of $0.5 million.
• Adjusted EBITDA rose to $28.8 million, driven by Australian segment performance.