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).
Semtech reported first-quarter fiscal 2026 results for the quarter ended April 27, 2025, with net sales of $251.1 million, up 22% from $206.1 million a year earlier, and GAAP diluted earnings per share of $0.22 versus a loss of $0.36 a year ago. The company also gave second-quarter net sales guidance of $256.0 million plus or minus $5.0 million and adjusted diluted EPS guidance of $0.40 plus or minus $0.03.
Net sales of $251.1 million, up 22% from $206.1 million in Q1 2025 and roughly flat from $251.0 million in Q4 2025.
GAAP diluted EPS of $0.22 versus a loss of $0.36 a year ago; adjusted diluted EPS of $0.38 versus $0.06 a year ago and $0.40 in Q4 2025.
Second-quarter fiscal 2026 outlook: net sales of $256.0 million plus or minus $5.0 million; adjusted diluted EPS of $0.40 plus or minus $0.03.
Debt reduction: a $10 million term loan principal prepayment in Q1 and an additional $15 million to date in Q2, according to CFO Mark Lin.
Okta reported results for the fiscal first quarter ended April 30, 2025, with total revenue of $688 million, up 12% year-over-year, and GAAP net income of $62 million, compared with a GAAP net loss of $40 million a year earlier. The company also gave fiscal 2026 full-year revenue guidance of $2.850 billion to $2.860 billion, representing 9% to 10% growth, and second-quarter revenue guidance of $710 million to $712 million.
Q1 fiscal 2026 GAAP diluted net income per share was $0.35, versus a loss of $0.24 a year earlier; non-GAAP diluted EPS was $0.86, versus $0.65.
Non-GAAP operating income was $184 million, or 27% of total revenue, versus $133 million, or 22%, a year earlier.
Operating cash flow was $241 million and free cash flow was $238 million for the quarter.
Full-year fiscal 2026 non-GAAP operating income is expected at $710 million to $720 million, a 25% margin.
Box reported fiscal first-quarter 2026 results for the period ended April 30, 2025, with revenue of $276.3 million, up 4% year over year, and remaining performance obligations of $1.469 billion, up 21%. Profit per share declined: GAAP diluted EPS was $0.02 versus $0.08, and non-GAAP diluted EPS was $0.30 versus $0.39, with both periods affected by non-cash deferred tax expense. The company also set full-year fiscal 2026 revenue guidance of $1.165 billion to $1.170 billion and non-GAAP EPS guidance of $1.22 to $1.26.
Revenue of $276.3 million, up 4% (5% in constant currency); billings of $242.3 million, up 27%
GAAP diluted EPS of $0.02 versus $0.08; non-GAAP diluted EPS of $0.30 versus $0.39
Fiscal 2026 guidance: revenue of $1.165 billion to $1.170 billion; non-GAAP EPS of $1.22 to $1.26
About 1.6 million shares repurchased for about $50 million; about $152 million of buyback capacity remained as of April 30, 2025
Champion Homes reported fiscal fourth-quarter results for the period ended March 29, 2025, with net sales up 10.7% to $593.9 million and net income up $33.6 million to $36.3 million. Adjusted EBITDA fell 1.1% to $52.6 million, and the board refreshed the share repurchase authorization to provide for $100 million of potential future repurchases.
Q4 net sales rose 10.7% to $593.9 million; U.S. homes sold rose 5.1% to 5,941.
Q4 diluted EPS was $0.63 versus $0.05 a year earlier, when results included a $34.5 million water intrusion product liability reserve.
Q4 Adjusted EBITDA fell 1.1% to $52.6 million; margin was 8.9% versus 9.9%.
Full-year fiscal 2025 net income was $198.4 million and diluted EPS was $3.42; the company repurchased $20.0 million of stock in Q4.
AutoZone reported third-quarter results for the 12 weeks ended May 10, 2025, with net sales up 5.4% to $4.5 billion. Diluted earnings per share fell 3.6% to $35.36 and net income fell 6.6% to $608.4 million, as gross margin declined 77 basis points to 52.7% of sales.
Total company same store sales rose 5.4% on a constant currency basis, and domestic same store sales rose 5.0%.
Gross margin fell 77 basis points to 52.7%, and operating profit fell 3.8% to $866.2 million.
Diluted EPS fell 3.6% to $35.36 and net income fell 6.6% to $608.4 million.
The company repurchased $250.3 million of its stock in the quarter and had $1.1 billion left under its current authorization.
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.