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).
EnerSys reported fiscal fourth-quarter 2025 net sales of $974.8 million, up 7.0%, and GAAP diluted EPS of $2.41, up 63%. Adjusted EPS of $2.97 exceeded the company's $2.75 to $2.85 guidance range. The company paused full-year quantitative guidance, citing the evolving policy environment, and gave a first-quarter fiscal 2026 outlook with lower sales and EPS ranges, while CEO David Shaffer's successor takes over May 22, 2025.
Q4 fiscal 2025 net sales $974.8 million, up 7.0%; GAAP diluted EPS $2.41 vs. $1.48 a year earlier
Adjusted diluted EPS $2.97 vs. guidance of $2.75 to $2.85 given February 5, 2025
Q1 fiscal 2026 outlook: net sales $830 million to $870 million; adjusted diluted EPS $2.03 to $2.13; full-year guidance paused
Shawn O'Connell becomes President and CEO May 22, 2025; quarterly dividend $0.24 per share payable June 27, 2025 to holders of record June 13, 2025
LiveRamp reported fourth-quarter fiscal 2025 revenue of $189 million, up 10%, and a GAAP operating loss of $12 million, narrower than $14 million a year earlier. Its fiscal 2026 guidance calls for revenue of $787 million to $817 million but a GAAP operating loss of $178 million to $182 million, compared with GAAP operating income of $5 million in fiscal 2025, so shareholders face mixed signals on growth versus profitability.
Q4 total revenue was $189 million, up 10%; GAAP operating loss was $12 million versus $14 million a year earlier.
Q4 GAAP diluted loss per share was $0.10, compared with $0.08 a year earlier.
Fiscal 2026 guidance: revenue of $787 million to $817 million, GAAP operating loss of $178 million to $182 million, and non-GAAP operating income of $85 million to $89 million.
A workforce restructuring of about 5% of full-time employees, announced March 6, drove $7.2 million of Q4 restructuring and related charges.
Target reported first-quarter 2025 net sales of $23.8 billion, down 2.8% from $24.5 billion a year earlier, with comparable sales down 3.8%. GAAP diluted EPS rose to $2.27 from $2.03, but that includes $593 million in pre-tax gains from credit card interchange fee litigation settlements; excluding those gains, adjusted EPS was $1.30, down 35.9%. The company also gave fiscal 2025 guidance of a low-single digit sales decline and GAAP EPS of $8.00 to $10.00 (adjusted EPS $7.00 to $9.00).
Net sales were $23.8 billion, down 2.8%; comparable sales fell 3.8%, with comparable store sales down 5.7% and digital comparable sales up 4.7%.
GAAP diluted EPS was $2.27 versus $2.03; adjusted EPS, excluding $593 million in pre-tax litigation gains, was $1.30 versus $2.03.
Fiscal 2025 guidance: low-single digit sales decline, GAAP EPS of $8.00 to $10.00, adjusted EPS of $7.00 to $9.00.
An acceleration office led by Michael Fiddelke was established to speed decisions and execution of strategic initiatives.
VF Corp reported fourth-quarter fiscal 2025 revenue of $2.1 billion, down 5% from a year earlier, with a GAAP operating loss of $73 million and a loss of $0.39 per share. Adjusted operating income of $22 million exceeded the company's guidance, and the company guided to a first-quarter fiscal 2026 adjusted operating loss of $110 million to $125 million. The company also declared a $0.09 quarterly dividend.
Q4 fiscal 2025 revenue was $2.1 billion, down 5% versus last year, with The North Face and Timberland growing and Vans and Dickies declining
GAAP operating loss was $73 million versus $373 million a year earlier; adjusted operating income was $22 million, above the guidance range of a $30 million loss to breakeven
Full-year fiscal 2025 net loss was $190 million; net debt fell $1.8 billion and leverage ended at 4.1x
Quarterly dividend of $0.09 per share is payable June 18, 2025 to holders of record on June 10, 2025
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.