442 material Form 8-K filings that 386 companies we cover made with the SEC in March 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).
AAR reported fiscal third-quarter 2025 sales of $678.2 million, up 20% from $567.3 million a year earlier, driven by the Product Support acquisition and Parts Supply. The company posted a GAAP net loss of $8.9 million, or $0.25 per share, because of a $63.7 million pre-tax charge tied to the planned sale of its Landing Gear Overhaul business, while adjusted diluted EPS rose to $0.99 from $0.85. Net debt was $947.6 million at February 28, 2025, and net leverage was 3.06x.
Sales rose 20% to $678.2 million; Repair & Engineering sales increased more than 53%
GAAP net loss of $8.9 million, or $0.25 per share, versus net income of $14.0 million, or $0.39 per diluted share, a year earlier
Adjusted diluted EPS of $0.99 versus $0.85; adjusted EBITDA of $81.2 million, up 39%
Landing Gear Overhaul sale expected to close in the fourth quarter of fiscal 2025 for $51 million
Argan reported fourth quarter and fiscal 2025 results for the period ended January 31, 2025. Quarterly revenue rose 41% to $232.5 million, and net income was $31.4 million, or $2.22 per diluted share, compared with $0.89 a year earlier. For the full year, revenue rose 52.5% to $874.2 million and net income was $85.5 million, or $6.15 per diluted share.
Q4 gross margin was 20.5%, up from 14.4% a year earlier; EBITDA was $39.3 million versus $17.6 million
Fiscal 2025 net income was $85.5 million, or $6.15 per diluted share, versus $32.4 million, or $2.39, in fiscal 2024
Project backlog was $1.4 billion at January 31, 2025, up from $757 million a year earlier; the company reported no debt
Quarterly cash dividend was $0.375 per share, up from $0.300 a year earlier
Winnebago Industries reported second-quarter fiscal 2025 results for the period ended March 1, 2025, with net revenues down 11.8% year over year to $620.2 million and a net loss of $0.4 million, or $0.02 per diluted share. Adjusted earnings per diluted share fell 79.6% to $0.19, and the company updated its fiscal 2025 outlook to sales of $2.8 billion to $3.0 billion and adjusted earnings per share of $2.75 to $3.75. Shareholders face lower revenue and profit in the quarter, and the updated range is the company's current view of the full year.
Net revenues were $620.2 million, down from $703.6 million a year earlier, with Motorhome RV revenue down 30.4%.
Adjusted EBITDA was $22.8 million, down 54.2% from $49.8 million; gross margin fell to 13.4% from 15.0%.
Fiscal 2025 outlook: sales of $2.8 billion to $3.0 billion, reported EPS of $2.10 to $3.10, adjusted EPS of $2.75 to $3.75.
The company completed a $100 million tender for its 6.25% Senior Secured Notes due 2028 and repurchased $20 million of its stock during the quarter.
H.B. Fuller reported first quarter 2025 results for the period ended March 1, 2025. Net revenue fell 2.7% to $789 million, although organic revenue rose 1.9%, and net income declined to $13 million from $31 million a year earlier. Adjusted EBITDA fell 7% to $114 million, which the company said was as expected, and the full-year 2025 outlook was left unchanged.
Net revenue was $789 million, down 2.7% year-on-year; organic revenue rose 1.9%, driven by volume and pricing
Net income was $13 million versus $31 million a year earlier; reported diluted EPS was $0.24 versus $0.55
Adjusted EBITDA was $114 million, down 7%; adjusted diluted EPS was $0.54 versus $0.67
Full-year 2025 outlook is unchanged, including adjusted EBITDA of $600 million to $625 million; second-quarter adjusted EBITDA is expected at $150 million to $160 million
Essent Group filed unaudited historical segment information for each quarter of 2024 as Exhibit 99.1 to an 8-K dated March 27, 2025. The filing is furnished rather than filed and is to be read with its 2024 Form 10-K, filed February 19, 2025. It adds quarterly segment detail ahead of the segment expense disclosures the company says it will provide in its 2025 Forms 10-Q and 10-K.
Consolidated income before income tax expense was $195.0 million in the fourth quarter of 2024, down from $207.6 million in the third quarter, $239.2 million in the second and $213.7 million in the first.
Mortgage Insurance segment income before income tax was $203.6 million in the fourth quarter of 2024.
Corporate & Other recorded a pre-tax loss of $8.6 million in the fourth quarter of 2024.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.