1,080 material Form 8-K filings that 839 companies we cover made with the SEC in May 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).
Cavco Industries reported fiscal fourth-quarter 2025 net revenue of $508 million, up 21% from a year earlier, and diluted earnings per share of $4.47 versus $4.03. The board also approved a new $150 million stock repurchase program on May 20, 2025, which the company expects to fund from existing cash.
Q4 net revenue was $508 million, up 21% from $420 million; GAAP diluted EPS was $4.47 versus $4.03.
Adjusted diluted EPS was $5.40, excluding a $10.0 million non-cash charge tied to legacy brand intangibles.
The board approved a new $150 million stock repurchase program on May 20, 2025; timing and amount are at the company's discretion and it may be suspended at any time.
ePlus reported fourth-quarter and fiscal 2025 results for the period ended March 31, 2025. In the quarter, net earnings and diluted EPS grew while net sales fell, and gross margin widened. For the full fiscal year, net sales, net earnings and EPS all declined, and the company initiated fiscal 2026 guidance for low single-digit net sales growth and mid-single-digit gross profit and adjusted EBITDA growth.
Q4 net sales fell 10.2% to $498.1 million, while net earnings rose 14.6% to $25.2 million and diluted EPS rose 15.9% to $0.95.
Fiscal 2025 net sales fell 7.0% to $2,068.8 million, net earnings fell 6.7% to $108.0 million, and diluted EPS fell 6.5% to $4.05.
Fiscal 2026 guidance calls for net sales growth of low single digits and gross profit and adjusted EBITDA growth in the mid-single digits.
Cash and cash equivalents were $389.4 million at March 31, 2025, up from $253.0 million a year earlier.
Copart reported results for the third quarter of fiscal 2025, which ended April 30, 2025. Revenue reached $1.2 billion, up 7.5% from a year earlier, and net income attributable to Copart rose 6.4% to $406.6 million. Diluted earnings per share were $0.42, compared with $0.39 a year earlier, so per-share profit grew faster than net income.
Quarterly revenue was $1.2 billion, up $84.5 million or 7.5% year over year.
Gross profit was $552.3 million, up 5.1%; net income attributable to Copart was $406.6 million, up 6.4%.
Diluted EPS was $0.42 versus $0.39 last year, an increase of 7.7%.
Nine-month revenue was $3.5 billion, up 11.2%, and diluted EPS was $1.18 versus $1.07, up 10.3%.
Deckers reported fiscal 2025 net sales up 16.3% to $4.986 billion and diluted EPS up 30% to $6.33, and gave a first-quarter fiscal 2026 outlook but no full-year guidance because of trade policy uncertainty. The board also raised the share repurchase authorization by $2.25 billion to about $2.5 billion and named Cynthia Davis Chair, succeeding Michael Devine III, who is retiring.
Fiscal 2025 net sales rose 16.3% to $4.986 billion; diluted EPS rose to $6.33 from $4.86.
Fourth-quarter net sales rose 6.5% to $1.022 billion; diluted EPS was $1.00 versus $0.82.
First-quarter fiscal 2026 outlook: net sales of $890 million to $910 million and diluted EPS of $0.62 to $0.67; no full-year fiscal 2026 guidance was given.
Buyback authorization increased by $2.25 billion to about $2.5 billion; Cynthia Davis became Chair effective May 22, 2025.
StepStone Group reported fourth-quarter and full fiscal 2025 results for the period ended March 31, 2025, and declared a $0.24 quarterly dividend plus a $0.40 supplemental dividend. Revenue grew in both periods, but GAAP results weakened: the company posted a net loss attributable to StepStone of $179.6 million for the year, compared with net income of $58.1 million a year earlier. Adjusted net income per share rose, which the company highlights as a measure of core operating performance.
Full-year total revenues were $1.17 billion, up 65% from $711.6 million; full-year GAAP diluted loss per share was $2.52, versus $0.91 of income in fiscal 2024.
Fourth-quarter total revenues were $377.7 million, up from $356.8 million; net loss attributable to StepStone was $18.5 million, versus $30.8 million of net income a year earlier.
Fourth-quarter adjusted net income per share was $0.68, up from $0.33; fee-related earnings were $94.1 million, up from $50.9 million.
Dividends are payable June 30, 2025, to holders of record as of June 13, 2025.
Workday reported fiscal 2026 first-quarter revenue of $2.240 billion, up 12.6% year over year, while GAAP diluted earnings per share fell to $0.25 from $0.40 after $166 million in restructuring expenses. The company also reiterated its fiscal 2026 subscription revenue guidance of $8.8 billion, raised its non-GAAP operating margin guidance to approximately 28.5%, and authorized a new $1.0 billion share repurchase program.
Total revenues were $2.240 billion, up 12.6%; non-GAAP diluted EPS was $2.23 versus $1.74 a year earlier.
GAAP operating income was $39 million, down from $64 million, including $166 million of restructuring expenses.
Fiscal 2026 subscription revenue guidance of $8.8 billion was reiterated; non-GAAP operating margin guidance was raised to approximately 28.5%.
The Board authorized repurchases of up to $1.0 billion of Class A common stock with no expiration date.
Intuit reported revenue of $7.8 billion for the fiscal third quarter ended April 30, 2025, up 15 percent, and raised its full-year fiscal 2025 guidance across total company metrics. The company also declared a quarterly dividend of $1.04 per share.
Q3 revenue of $7.8 billion, up 15 percent; GAAP diluted EPS of $10.02, up 19 percent; non-GAAP diluted EPS of $11.65, up 18 percent
Fiscal 2025 revenue guidance of $18.723 billion to $18.760 billion, growth of about 15 percent, up from prior guidance of 12 to 13 percent
Fiscal 2025 non-GAAP diluted EPS guidance of $20.07 to $20.12, up from prior growth guidance of 13 to 14 percent
Dividend of $1.04 per share payable July 18, 2025, to holders of record as of July 10, 2025
Autodesk reported first-quarter fiscal 2026 revenue of $1,633 million, up 15% from a year earlier, and non-GAAP diluted EPS of $2.29, up $0.42. GAAP diluted EPS fell to $0.70 from $1.16 as net income dropped to $152 million from $252 million, with a $105 million restructuring charge among the factors. The company also said its chief accounting officer, Stephen W. Hope, will step down, with CFO Janesh Moorjani taking on the principal accounting officer role.
Q1 fiscal 2026 revenue of $1,633 million, up 15% (16% in constant currency); GAAP diluted EPS $0.70, down $0.46 year over year
Net income $152 million versus $252 million a year earlier; restructuring, other exit costs, and facility reductions were $105 million in the quarter
Q2 fiscal 2026 revenue guidance $1,720 million to $1,730 million; full-year revenue guidance $6,925 million to $6,995 million
Stephen W. Hope to step down as principal accounting officer after the Form 10-Q filing and leave the company at the end of August 2025; CFO Janesh Moorjani to also serve as principal accounting officer
Williams-Sonoma reported first-quarter 2025 net revenues of $1.73 billion, up from $1.66 billion a year earlier, with comparable brand revenue up 3.4%. Diluted EPS fell to $1.85 from $1.99, though the prior-year figure included a $0.29 per-share benefit from an out-of-period freight adjustment; the company reiterated its fiscal 2025 outlook.
Net revenues $1.73 billion vs $1.66 billion a year earlier; comparable brand revenue +3.4%
Diluted EPS $1.85 vs $1.99, including a prior-year benefit of $0.29 per share from a freight adjustment
Operating margin 16.8% vs 19.1% a year earlier; company says it was up 70bps excluding the prior-year adjustment
Fiscal 2025 outlook reiterated: comps flat to +3.0% and operating margin of 17.4% to 17.8%
Ralph Lauren reported fourth-quarter and full-year fiscal 2025 results, with revenue and reported earnings per share both higher than a year earlier. The company also raised its quarterly dividend 10% and approved a new $1.5 billion share repurchase program, and it gave a preliminary fiscal 2026 outlook calling for low-single-digit constant-currency revenue growth.
Q4 revenue rose 8% to $1.7 billion on a reported basis and 10% in constant currency
Q4 reported EPS was $2.03 versus $1.38 a year earlier; adjusted EPS was $2.27 versus $1.71
Full-year fiscal 2025 revenue rose 7% to $7.1 billion; reported EPS was $11.61 versus $9.71
Quarterly dividend increased 10% to $0.9125 per share; new $1.5 billion repurchase program authorized
BJ's Wholesale Club reported first quarter fiscal 2025 results for the thirteen weeks ended May 3, 2025. Net sales rose 4.7% to $5.03 billion, net income rose 34.9% to $149.8 million, and diluted EPS was $1.13 versus $0.83 a year earlier. The company left its fiscal 2025 guidance unchanged, including adjusted EPS of $4.10 to $4.30.
Diluted EPS of $1.13 versus $0.83; adjusted EPS of $1.14 versus $0.85 a year earlier
Comparable club sales rose 1.6%; excluding gasoline sales, they rose 3.9%
Fiscal 2025 adjusted EPS guidance of $4.10 to $4.30, first given March 6, 2025, left unchanged
Repurchased 55,000 shares for $6.2 million in the first quarter
CSW Industrials reported record fiscal fourth-quarter 2025 revenue of $230.5 million, up 9.3%, with GAAP net income of $35.1 million and adjusted EPS of $2.24 versus $2.04 a year earlier. Full-year revenue rose 10.8% to $878.3 million, and adjusted EBITDA reached $227.9 million. For shareholders, revenue and profit both rose, though the Specialized Reliability Solutions segment's operating income fell 33.7% in the quarter.
Q4 revenue $230.5 million, up 9.3%, including 6.3% inorganic growth from acquisitions and 3.0% organic growth
GAAP net income attributable to CSWI $35.1 million; adjusted EPS $2.24 versus $2.04, up 9.8%
Full-year revenue $878.3 million, up 10.8%; adjusted EBITDA $227.9 million, up 13.9%
Aspen Manufacturing acquired for $313.5 million, closed May 1, 2025; stock moves to NYSE June 9, 2025 under ticker CSW
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.