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8-K filings in May 2025, explained

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).

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AEO Inc. expects Q1 operating loss of $85 million and withdraws 2025 guidance

Negative guidance Written later 2.02

American Eagle Outfitters preliminarily reported first-quarter results for the period ended May 3, 2025, with revenue expected at about $1.1 billion, down roughly 5% from a year earlier, and a GAAP operating loss of about $85 million. The company attributed the loss to a roughly $75 million inventory write-down on spring and summer merchandise, higher promotional activity, and about $17 million in impairment and restructuring charges. It also withdrew its fiscal 2025 guidance, citing macro uncertainty and a review of its forward plans, and the preliminary figures are unaudited and could change.

  • Revenue expected at about $1.1 billion, down roughly 5% year over year; comparable sales down about 3% (American Eagle down 2%, Aerie down 4%)
  • GAAP operating loss of about $85 million; adjusted operating loss of about $68 million
  • Inventory charge of roughly $75 million on spring and summer merchandise, plus about $17 million in impairment and restructuring charges tied to closing two fulfillment centers
  • Fiscal 2025 guidance withdrawn; final first-quarter results and earnings call scheduled for May 29, 2025
Read the filing on SEC.gov ↗
EXELEXELIXIS, INC. May 13, 4:10 PM ET

Exelixis Q1 revenue rises to $555.4 million; raises 2025 revenue guidance

Positive guidance Written later 2.02

Exelixis reported first-quarter 2025 total revenues of $555.4 million, up from $425.2 million a year earlier, and GAAP diluted earnings per share of $0.55, up from $0.12. The company raised its 2025 total revenue guidance by $100 million, to $2.25 billion to $2.35 billion, and net product revenue guidance to $2.05 billion to $2.15 billion, citing growth in CABOMETYX demand.

  • Q1 2025 total revenues were $555.4 million, versus $425.2 million in Q1 2024; net product revenues were $513.3 million.
  • GAAP diluted EPS was $0.55 and non-GAAP diluted EPS was $0.62, versus GAAP diluted EPS of $0.12 in Q1 2024.
  • 2025 total revenue guidance is now $2.25 billion to $2.35 billion, up from $2.15 billion to $2.25 billion.
  • Stock repurchases totaled $494.5 million through March 31, 2025, at an average price of $34.87 per share.
Read the filing on SEC.gov ↗

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.