441 material Form 8-K filings that 376 companies we cover made with the SEC in June 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).
Worthington Enterprises reported unaudited fourth-quarter fiscal 2025 results for the quarter ended May 31, 2025, with net sales of $318 million, essentially flat from a year earlier, and GAAP earnings from continuing operations of $0.08 per share, compared with a loss of $0.64 per share in the prior-year quarter. The quarter included $61 million in pretax restructuring, impairment and other one-time charges, and adjusted earnings were $1.06 per share versus $0.74. The filing also discloses performance share awards approved June 30, 2025 for four executives, including the chief financial officer, tied to three-year total shareholder return.
Net sales were $318 million, essentially flat; excluding the deconsolidated SES business in both periods, sales grew nearly 14%.
GAAP earnings from continuing operations were $0.08 per share versus a loss of $0.64; adjusted earnings were $1.06 per share versus $0.74.
Pretax restructuring, impairment and other one-time charges totaled $61 million, or $0.98 per share, mainly noncash impairments tied to GTI and the SES joint venture investment.
On June 30, 2025, 10,000 target performance shares were awarded to CFO Colin Souza, General Counsel Patrick Kennedy and Steven Caravati, and 7,500 to Sonya Higginbotham; vesting depends on annualized total shareholder return from June 30, 2
Progress Software reported fiscal second-quarter 2025 revenue of $237 million, up 36% from a year earlier, and annualized recurring revenue of $838 million, up 46% on a constant currency basis. The company raised its fiscal 2025 guidance for revenue, operating margin, earnings per share and cash flow, while GAAP cash from operations fell 53% to $30 million in the quarter.
Q2 revenue $237 million, up 36% year over year; GAAP diluted EPS $0.39 vs. $0.37 a year earlier
Non-GAAP diluted EPS $1.40 vs. $1.09, up 28%
FY2025 revenue guidance raised to $962 million-$974 million from $958 million-$970 million
FY2025 non-GAAP diluted EPS guidance raised to $5.28-$5.40 from $5.25-$5.37
Worthington Steel reported fourth-quarter fiscal 2025 net sales of $832.9 million, down 9% from a year earlier, with lower average selling prices driving the decline. Diluted EPS rose to $1.10 from $1.06 on a GAAP basis, but adjusted EPS was $1.05 versus $1.06, and full-year diluted EPS fell to $2.19 from $3.11. The company also declared a $0.16 quarterly dividend and disclosed a director retirement and a new director appointment.
Q4 net sales $832.9 million vs. $911.0 million; operating income $66.4 million vs. $67.3 million
Q4 diluted EPS $1.10 (GAAP) vs. $1.06; adjusted EPS $1.05 vs. $1.06
Full-year FY2025 net sales $3,093.3 million vs. $3,430.6 million; diluted EPS $2.19 vs. $3.11
Quarterly dividend of $0.16 per share payable September 26, 2025; Carl A. Nelson Jr. retires from the Board September 24, 2025; Mark C. Davis appointed director June 25, 2025
Enerpac Tool Group reported fiscal third-quarter 2025 results for the period ended May 31, 2025, with net sales up 5.5% to $158.7 million, but net earnings of $22.0 million and diluted EPS of $0.41 were roughly flat with the prior year. The company kept its fiscal 2025 guidance but said it expects results toward the lower half of the range given current macroeconomic conditions.
Net sales were $158.7 million, up from $150.4 million a year earlier; organic sales rose 2.0%.
Net earnings were $22.0 million, or $0.41 per diluted share, versus $22.6 million and $0.41 a year earlier; adjusted diluted EPS was $0.51 versus $0.47.
Restructuring charges totaled $5.9 million in the quarter, and gross profit margin declined 140 basis points to 50.4%.
Fiscal 2025 guidance was maintained: net sales of $610 million to $625 million and adjusted EBITDA of $150 million to $160 million.
NIKE reported fiscal 2025 fourth-quarter revenue of $11.1 billion, down 12 percent, and diluted EPS of $0.14, down 86 percent from $0.99. For the full year, revenue fell 10 percent to $46.3 billion and diluted EPS fell 42 percent to $2.16, and the company said its fourth quarter reflected the largest financial impact from its Win Now actions. The filing gives no new full-year or next-quarter guidance figures, and the company said it expects headwinds to moderate.
Q4 gross margin fell 440 basis points to 40.3 percent, driven by higher discounts and channel mix changes
NIKE Brand Digital revenue fell 26 percent in Q4; NIKE Direct revenue fell 14 percent to $4.4 billion
Concentrix reported fiscal second-quarter 2025 revenue of $2,417.4 million, up 1.5% from a year earlier, and raised its full-year constant currency revenue growth outlook to 1.0% to 2.0%. GAAP diluted EPS fell 35.7% to $0.63, while non-GAAP diluted EPS was $2.70 versus $2.69, and management cited mid-quarter program pauses and investments as reasons non-GAAP operating income declined 5.4%.
Q2 revenue of $2,417.4 million, up 1.5% year-on-year; GAAP operating income of $148.3 million, down 1.3%
GAAP diluted EPS of $0.63 versus $0.98; non-GAAP diluted EPS of $2.70 versus $2.69
Full-year 2025 reported revenue guidance of $9.720 billion to $9.815 billion; non-GAAP EPS guidance of $11.53 to $11.76
Adjusted free cash flow of $200.3 million in the quarter; company expects $625 million to $650 million for fiscal 2025 and about $240 million returned to shareholders
H.B. Fuller reported second-quarter fiscal 2025 results for the quarter ended May 31, 2025, with net revenue of $898 million, down 2.1% year-on-year, and reported diluted EPS of $0.76, down from $0.91. Adjusted EPS rose 5% to $1.18, and the company raised its full-year adjusted EBITDA and adjusted EPS guidance, which matters to shareholders because the updated outlook reflects higher expected profitability on an adjusted basis even as reported results declined.
Net revenue was $898 million, down 2.1% year-on-year; adjusted for the flooring divestiture, it rose 2.8%.
Reported diluted EPS was $0.76 versus $0.91 a year earlier; adjusted diluted EPS was $1.18, up 5%.
Adjusted EBITDA was $166 million, up 5%, and adjusted EBITDA margin rose 130 basis points to 18.4%.
Fiscal 2025 adjusted EBITDA guidance is $615 million to $630 million and adjusted EPS guidance is $4.10 to $4.30.
McCormick reported second-quarter fiscal 2025 results for the period ended May 31, 2025, with net sales up 1% to $1.66 billion and reported diluted EPS down to $0.65 from $0.68. Adjusted EPS was $0.69, flat year over year, and the company reaffirmed its fiscal 2025 outlook for net sales, adjusted operating profit, and adjusted EPS. The mixed picture reflects higher sales and operating income offset by a larger special charge and a higher tax rate.
Net sales were $1,659.5 million, up 1% from $1,643.2 million; organic sales rose 2%, driven by volume.
Operating income was $245.8 million versus $234.1 million a year earlier; adjusted operating income was $258.6 million, up 9.7%.
Reported diluted EPS was $0.65 versus $0.68; adjusted diluted EPS was $0.69, unchanged from the prior year.
Fiscal 2025 adjusted EPS outlook of $3.03 to $3.08 was reaffirmed, with tariff mitigation plans cited.
Acuity reported fiscal third-quarter results for the period ended May 31, 2025, with net sales of $1.2 billion, up 21.7% from the prior year. GAAP operating profit fell 3.8% to $139.8 million and GAAP diluted EPS fell 13.8% to $3.12, after $29.7 million of special charges tied to productivity actions in its ABL segment. Adjusted diluted EPS rose 23.4% to $5.12, a non-GAAP measure the company emphasizes.
Net sales were $1.2 billion, up $210.5 million or 21.7%, with Acuity Intelligent Spaces contributing $172.8 million from three months of QSC performance.
GAAP operating profit was $139.8 million, down $5.5 million; adjusted operating profit was $221.7 million, up 32.7%.
GAAP diluted EPS was $3.12, down $0.50; adjusted diluted EPS was $5.12, up $0.97 from $4.15.
Nine-month operating cash flow was $398.9 million; the company repurchased about 344,000 shares for $91.3 million and raised its quarterly dividend to $0.17 per share.
Lindsay Corporation reported third quarter fiscal 2025 results for the period ended May 31, 2025. Revenue rose 22% to $169.5 million and operating income rose 19% to $23.8 million, driven mainly by International irrigation project revenue in the Middle East and North Africa. Diluted earnings per share fell 4% to $1.78 because the prior year included a one-time income tax credit of $0.44 per share, and backlog fell to $117.1 million from $205.9 million a year earlier.
Total revenues were $169.5 million, up $30.3 million or 22% from $139.2 million.
International irrigation revenues rose 60% to $74.7 million, mainly from the large MENA region project.
Diluted EPS was $1.78 versus $1.85, down 4%; the prior year included a one-time tax credit of $0.44 per share.
Operating income was $23.8 million, up 19%, with operating margin of 14.0% versus 14.3%. Backlog was $117.1 million at May 31, 2025, versus $205.9 million a year earlier.
Paychex reported fourth-quarter and fiscal 2025 results for the period ended May 31, 2025, with revenue up 10% in the quarter to $1.4 billion, while GAAP diluted earnings per share fell 22% to $0.82 and adjusted diluted EPS rose 6% to $1.19. The company said it completed its Paycor acquisition and issued a fiscal 2026 outlook calling for revenue growth of 16.5% to 18.5% and adjusted diluted EPS growth of 8.5% to 10.5%.
Fourth-quarter total revenue was $1.4 billion, up 10%, and operating income fell 11% to $431.1 million.
Acquisition-related costs were $145.6 million in operating income for the quarter, compared with none in the prior-year period.
Fiscal 2025 net income was $1.66 billion, down 2%, and diluted EPS was $4.58, down 2%.
Fiscal 2026 outlook calls for adjusted operating margin of approximately 43% and an effective tax rate of 24% to 25%.
Winnebago Industries reported fiscal third-quarter 2025 results for the period ended May 31, 2025. Net revenues were $775.1 million, down 1.4%, and diluted EPS was $0.62 versus $0.96 a year earlier, with adjusted EPS of $0.81, down 26.4%. The company also updated its fiscal 2025 outlook, which now calls for net revenues of $2.7 billion to $2.8 billion and adjusted EPS of $1.20 to $1.70.
Net revenues of $775.1 million, down 1.4% from $786.0 million; gross profit margin fell 130 basis points to 13.7%
Motorhome RV adjusted EBITDA margin was 1.0% versus 4.5% a year earlier; Towable RV was 9.5% versus 10.9%; Marine rose to 11.6% from 9.7%
Updated fiscal 2025 guidance: net revenues of $2.7 billion to $2.8 billion, reported diluted EPS of $0.50 to $1.00, adjusted diluted EPS of $1.20 to $1.70
Board approved a quarterly cash dividend of $0.34 per share, payable June 25, 2025, to holders of record on June 11, 2025
Worthington Enterprises reported fiscal fourth-quarter results for the three months ended May 31, 2025, with net sales of $317.9 million, down 0.3%, and diluted GAAP EPS from continuing operations of $0.08 versus a loss of $0.64 a year earlier. Adjusted EBITDA rose 35% to $85.1 million, but the quarter included a $50.8 million impairment charge. The company also declared a 12% higher quarterly dividend and closed the Elgen Manufacturing acquisition.
Diluted GAAP EPS from continuing operations was $0.08, compared with a loss of $0.64 a year earlier; adjusted diluted EPS was $1.06, up from $0.74.
Net sales were $317.9 million, down 0.3%, as the deconsolidation of the former SES segment was nearly offset by volume growth and the Ragasco acquisition.
The quarter included a $50.8 million impairment of goodwill and long-lived assets, which produced an operating loss of $30.4 million.
The board declared a quarterly dividend of $0.19 per share, payable September 29, 2025, to holders of record on September 15, 2025; the Elgen acquisition closed June 19, 2025, for approximately $93 million.
Carnival reported second-quarter 2025 net income of $565 million, or $0.42 per diluted share, compared with $92 million, or $0.07, a year earlier. The company raised its full-year 2025 outlook, with adjusted net income now expected to rise more than 40% from 2024 and adjusted EBITDA of approximately $6.9 billion, which matters to shareholders because it signals stronger expected earnings for the year.
Q2 2025 net income was $565 million, or $0.42 diluted EPS, versus $92 million, or $0.07, in Q2 2024.
Q2 2025 revenues were $6.3 billion, up nearly $550 million from the prior year.
Full-year 2025 adjusted EBITDA is expected at approximately $6.9 billion, up over 10% from 2024.
Third-quarter 2025 net yields are expected to rise approximately 3.5% in constant currency compared with 2024.
KB Home reported second-quarter revenues of $1.53 billion, down from $1.71 billion a year earlier, as homes delivered fell 11% to 3,120. Net income fell 36% to $107.9 million and diluted earnings per share fell 30% to $1.50, and the company repurchased $200.0 million of its common stock during the quarter. The filing also sets 2025 full-year guidance, including housing revenues of $6.30 billion to $6.50 billion.
Revenues totaled $1.53 billion for the three months ended May 31, 2025, compared with $1.71 billion; homes delivered fell 11% to 3,120.
Net income decreased 36% to $107.9 million; diluted EPS declined 30% to $1.50 from $2.15.
Homebuilding operating income margin was 8.6%, compared with 11.1%, due to a lower housing gross profit margin and higher SG&A expenses.
The company repurchased $200.0 million of common stock in the quarter and had $450.0 million remaining under its current authorization; full-year 2025 housing revenue guidance is $6.30 billion to $6.50 billion.
FactSet reported fiscal third-quarter 2025 results for the three months ended May 31, 2025, with GAAP revenue up 5.9% to $585.5 million while GAAP diluted EPS fell 5.4% to $3.87 on higher operating expenses. The company reaffirmed its fiscal 2025 guidance and announced that CEO Phil Snow will retire in early September 2025, succeeded by Sanoke Viswanathan, most recently CEO of International Consumer and Wealth at JPMorgan Chase.
GAAP revenue rose $32.8 million to $585.5 million; organic revenue grew 4.4% to $577.2 million.
GAAP operating margin fell to 33.2% from 36.6%; adjusted diluted EPS fell 2.3% to $4.27.
Fiscal 2025 guidance reaffirmed, including GAAP diluted EPS of $14.80 to $15.40.
Sanoke Viswanathan becomes CEO effective early September 2025; Snow remains a senior advisor through the end of the calendar year.
Kroger reported first quarter 2025 results on June 20, 2025, with diluted EPS of $1.29, flat from a year earlier, and adjusted EPS of $1.49 versus $1.43. Total sales were $45.1 billion, down from $45.3 billion, while identical sales without fuel rose 3.2%, and the company raised its full-year identical sales without fuel guidance to 2.25% to 3.25%. For shareholders, GAAP net earnings fell to $866 million from $947 million, a $100 million impairment tied to planned closures of about 60 stores weighed on the quarter, and other full-year guidance was reaffirmed.
Diluted EPS was $1.29 in both the first quarter of 2025 and 2024; adjusted EPS rose to $1.49 from $1.43.
Net earnings attributable to The Kroger Co. were $866 million, down from $947 million.
Identical sales without fuel increased 3.2%; full-year guidance was raised to 2.25% to 3.25%.
A $100 million impairment was recorded for the planned closing of about 60 stores over the next 18 months.
Darden reported fiscal fourth-quarter 2025 sales up 10.6% to $3.3 billion and adjusted diluted EPS up 12.5% to $2.98, and gave fiscal 2026 diluted EPS guidance of $10.50 to $10.70. The company also raised its quarterly dividend 7.1% to $1.50 per share and authorized a new $1 billion share repurchase program. Separately, Olive Garden president Dan Kiernan will retire effective August 31, 2025, and John Wilkerson will succeed him as president effective September 1, 2025.
Q4 sales rose 10.6% to $3.3 billion; consolidated same-restaurant sales rose 4.6%
Reported diluted EPS from continuing operations was $2.58, flat with the prior year; adjusted EPS was $2.98, up 12.5%
Quarterly dividend raised 7.1% to $1.50 per share, payable August 1, 2025
Board authorized a new $1 billion share repurchase program on June 18, 2025; fiscal 2026 diluted EPS outlook is $10.50 to $10.70
CarMax reported first-quarter fiscal 2026 results for the quarter ended May 31, 2025, in a press release furnished as Exhibit 99.1. Net earnings rose 38.0% to $210.4 million, or $1.38 per diluted share, from $0.97 a year earlier, as total gross profit grew 12.8% to $893.6 million. CarMax Auto Finance income fell 3.6% to $141.7 million because the provision for loan losses rose to $101.7 million from $81.2 million, and the company repurchased $199.8 million of its stock during the quarter.
Diluted earnings per share were $1.38, up from $0.97; net earnings were $210.4 million, up 38.0%.
Retail used unit sales rose 9.0% to 230,210 units, and comparable store used unit sales rose 8.1%.
Total gross profit was $893.6 million, up 12.8%; SG&A rose 3.3% to $659.6 million.
The company repurchased $199.8 million of common stock, and $1.74 billion remained under the authorization as of May 31, 2025.
Korn Ferry reported fourth-quarter fiscal 2025 fee revenue of $712.0 million, up 3% year over year, while Q4 net income attributable to the company fell to $64.2 million from $65.2 million. For the full fiscal year, fee revenue declined 1% to $2.7 billion, but net income attributable to Korn Ferry rose to $246.1 million from $169.2 million, and the company guided Q1 fiscal 2026 fee revenue to $675 million to $695 million.
Q4 fiscal 2025 fee revenue $712.0 million, up 3%; Executive Search fee revenue up 14% to $227.0 million
Q4 diluted EPS $1.21 vs. $1.24 a year earlier; adjusted diluted EPS $1.32 vs. $1.26
Full-year fiscal 2025 diluted EPS $4.60 vs. $3.23; Consulting fee revenue fell 7% in Q4
Q1 fiscal 2026 guidance: fee revenue $675 million to $695 million; diluted EPS $1.16 to $1.24
John Wiley & Sons reported results for the fiscal year ended April 30, 2025, with diluted EPS of $1.53 versus a loss of $3.65 a year earlier, while reported revenue fell to $1,678 million from $1,873 million due to divested businesses. The company also gave fiscal 2026 adjusted EPS guidance of $3.90 to $4.35, which matters to shareholders because it sets a reference point for expected earnings after a year of higher adjusted profit and lower reported sales.
Full-year diluted EPS was $1.53 vs. $(3.65); operating income was $221 million vs. $52 million.
Adjusted EPS rose 31% to $3.64; Adjusted Revenue excluding divestitures grew 3% at constant currency.
Fiscal 2026 outlook: adjusted EPS of $3.90 to $4.35, adjusted EBITDA margin of 25.5% to 26.5%, and free cash flow of approximately $200 million.
Wiley received $120 million in cash from the University Services divestiture after the fiscal year closed.
Jabil reported preliminary, unaudited third-quarter fiscal 2025 results, with net revenue of $7.8 billion and U.S. GAAP diluted earnings per share of $2.03, up from $1.06 a year earlier. The company also raised its fiscal 2025 outlook and gave fourth-quarter guidance, with core diluted EPS expected between $2.64 and $3.04.
Third-quarter net revenue was $7.8 billion, compared with $6.8 billion a year earlier.
U.S. GAAP diluted EPS was $2.03 versus $1.06; core diluted EPS (non-GAAP) was $2.55 versus $1.89.
Fourth-quarter guidance: net revenue of $7.1 billion to $7.8 billion and core diluted EPS of $2.64 to $3.04.
Fiscal 2025 outlook includes net revenue of $29 billion and core diluted EPS of $9.33, with adjusted free cash flow of $1.2 billion or more.
Lennar reported second-quarter results for the period ended May 31, 2025, with net earnings of $477 million, or $1.81 per diluted share, down from $954 million, or $3.45 per share, a year earlier. Total revenues were $8.4 billion, down from $8.8 billion, as the average sales price of homes delivered fell to $389,000 from $426,000, while new orders and deliveries both rose. The company also gave third-quarter guidance for new orders and deliveries of 22,000 to 23,000 homes each.
Net earnings attributable to Lennar were $477 million, or $1.81 per diluted share, versus $954 million, or $3.45 per share, in the second quarter of 2024.
New orders rose 6% to 22,601 homes and deliveries rose 2% to 20,131 homes, while the average sales price fell to $389,000 from $426,000.
Third-quarter guidance: new orders and deliveries of 22,000 to 23,000 homes each, average sales price of $380,000 to $385,000, and gross margin of approximately 18%.
The company repurchased 4.7 million shares for $517 million and ended the quarter with $5.4 billion in total liquidity.
RH reported first quarter fiscal 2025 results for the period ended May 3, 2025, with GAAP net revenues up 12% to $814 million and GAAP operating income of $56 million. The company kept its fiscal 2025 outlook unchanged but expects tariff-related shipment disruption to reduce second-quarter revenue by about 6 points, and it delayed a planned new concept launch to spring 2026.
GAAP net revenues rose 12% to $814 million; GAAP operating margin was 6.9% and adjusted operating margin was 7.0%
GAAP operating income was $56 million; free cash flow was positive at $34 million in the quarter
Fiscal 2025 guidance maintained: revenue growth of 10% to 13% and free cash flow of $250 million to $350 million
Second-quarter 2025 revenue growth outlook is 8% to 10%, with tariff disruption expected to cut about 6 points
Adobe reported record second-quarter fiscal 2025 revenue of $5.87 billion, up 11% year over year, with GAAP diluted earnings per share of $3.94 and non-GAAP diluted earnings per share of $5.06. The company raised its fiscal 2025 revenue target to $23.50 billion to $23.60 billion and its non-GAAP EPS target to $20.50 to $20.70, which signals higher expected full-year results for shareholders.
Q2 fiscal 2025 GAAP net income was $1.69 billion, compared with $1.57 billion a year earlier; non-GAAP net income was $2.17 billion.
Cash flows from operations were $2.19 billion, and Adobe repurchased about 8.6 million shares during the quarter.
Updated fiscal 2025 targets: total revenue of $23.50 billion to $23.60 billion and GAAP EPS of $16.30 to $16.50.
Q3 fiscal 2025 targets call for total revenue of $5.875 billion to $5.925 billion and non-GAAP EPS of $5.15 to $5.20.
Chewy reported first quarter fiscal 2025 results for the 13 weeks ended May 4, 2025. Net sales grew 8.3% to $3.12 billion, but GAAP net income fell 6.7% to $62.4 million and GAAP diluted earnings per share stayed flat at $0.15. Adjusted diluted earnings per share rose to $0.35 from $0.31, and adjusted EBITDA increased 18.3% to $192.7 million, figures that exclude share-based compensation and other items.
Net sales of $3.12 billion, up 8.3% year over year; active customers of 20.756 million, up 3.8%
Net income of $62.4 million versus $66.9 million a year earlier; diluted EPS of $0.15, unchanged
Adjusted diluted EPS of $0.35 versus $0.31; adjusted EBITDA of $192.7 million versus $162.9 million
Free cash flow of $48.7 million versus $52.6 million; the filing gives no updated guidance
GameStop reported first quarter 2025 results for the period ended May 3, 2025. Net sales fell to $732.4 million from $881.8 million, while net income was $44.8 million compared with a net loss of $32.3 million a year earlier, helped by $56.9 million of net interest income. The mixed results and the company's subsequent Bitcoin purchases bear on how shareholders read its core operating performance.
Net sales were $732.4 million, down from $881.8 million in the prior year's first quarter.
Operating loss narrowed to $10.8 million from $50.6 million, including $35.5 million of impairment charges tied to international restructuring.
Net income was $44.8 million; adjusted net income was $83.1 million, versus an adjusted net loss of $36.7 million a year earlier.
Completed the divestiture of Canada on May 4, 2025, and bought 4,710 Bitcoin for cash between May 3 and June 10, 2025.
Core & Main reported fiscal first-quarter 2025 results for the period ended May 4, 2025, with net sales up 9.8% to $1.91 billion, net income up 4.0% to $105 million and diluted EPS up 6.1% to $0.52. Gross margin slipped to 26.7% from 26.9%, and the company reaffirmed its full-year outlook for net sales, Adjusted EBITDA and operating cash flow. For shareholders, the headline measures improved, and per-share earnings also benefited from lower share counts following share repurchases, including $39 million of buybacks in the quarter.
Net sales rose 9.8% to $1.91 billion, driven mainly by higher volumes and acquisitions; fire protection products declined.
Gross profit rose 9.0% to $510 million, but gross margin fell to 26.7% from 26.9% a year earlier.
Net income rose 4.0% to $105 million; diluted EPS rose 6.1% to $0.52; Adjusted EBITDA rose 3.2% to $224 million.
Fiscal 2025 outlook reaffirmed: net sales of $7.6 billion to $7.8 billion and Adjusted EBITDA of $950 million to $1.0 billion.
J.M. Smucker reported fourth-quarter results for the quarter ended April 30, 2025, with net sales down 3% to $2.1 billion and adjusted earnings per share down 13% to $2.31. A net loss of $6.85 per diluted share reflected $980.0 million in noncash impairment charges tied to Sweet Baked Snacks goodwill and the Hostess trademark. The company also gave fiscal 2026 adjusted earnings per share guidance of $8.50 to $9.50, compared with $10.12 for fiscal 2025.
Q4 net sales were $2.1 billion, down 3%, and adjusted earnings per share were $2.31, down 13% from $2.66.
Q4 net loss per diluted share was $6.85, versus earnings of $2.30 a year earlier, after $867.3 million in goodwill impairment and $112.7 million in trademark impairment charges.
Fiscal 2025 net sales were $8.7 billion, up 7%, and adjusted earnings per share were $10.12, up 2%.
Fiscal 2026 guidance calls for net sales growth of 2.0% to 4.0%, adjusted earnings per share of $8.50 to $9.50, and free cash flow of $875.0 million.
UNFI reported third-quarter fiscal 2025 net sales up 7.5% to $8.1 billion and a narrower net loss of $7 million, or $(0.12) per diluted share, versus a $21 million loss a year earlier. The company cut its full-year GAAP net loss outlook to $55 million-$80 million from a prior range that topped out at $3 million of net income, citing charges for exiting a customer contract and optimizing its Northeast distribution network; it left other metrics unchanged because of an ongoing assessment of an unauthorized IT incident.
Q3 net sales rose 7.5% to $8.1 billion; net loss narrowed to $7 million, or $(0.12) per diluted share, from $21 million, or $(0.34) per share, a year earlier.
Q3 Adjusted EBITDA rose 20.8% to $157 million; Adjusted EPS was $0.44 versus $0.10 a year earlier.
Fiscal 2025 GAAP net loss outlook updated to $55 million-$80 million (previously $3 million of income to $13 million loss); EPS outlook updated to $(1.30)-$(0.90).
Outlook unchanged for net sales ($31.3-$31.7 billion) and Adjusted EBITDA ($550-$580 million); the company cited an unauthorized IT activity discovered June 5, 2025 and disclosed June 9, 2025.
Fortive furnished supplemental unaudited results that treat its Precision Technologies segment, which will become Ralliant Corporation, as a discontinued operation, ahead of a June 10, 2025 Investor Day. For the first quarter of 2025, total sales were $993.1 million and adjusted earnings per share from continuing operations were $0.55, up from $0.46 a year earlier, though core growth slowed to 2.2% from 4.9%. The filing gives no new guidance, and the separation is expected to be completed on June 28, 2025.
Q1 2025 total sales $993.1 million vs $984.2 million in Q1 2024; core growth 2.2% vs 4.9%
Q1 2025 adjusted EPS from continuing operations $0.55 vs $0.46; GAAP diluted EPS from continuing operations $0.33 vs $0.18
Q1 2025 net earnings $171.9 million vs $207.4 million, with discontinued operations contributing $59.3 million vs $141.6 million
Investor Day on June 10, 2025; separation of Ralliant expected June 28, 2025
Casey's General Stores reported fourth-quarter and fiscal 2025 results for the year ended April 30, 2025, with higher revenue, net income, and EBITDA versus the prior year. The company also expects fiscal 2026 EBITDA to rise 10% to 12%, and the filing discloses 2025 annual bonus payouts, 2026 equity awards, 2026 bonus plan terms, and 2026 base salaries for named executive officers.
Q4 diluted EPS was $2.63, up 12.4%; net income was $98.3 million, up 13.0%; EBITDA was $263.0 million, up 20.1%.
Q4 total revenue was $3.99 billion, up from $3.60 billion a year earlier.
Fiscal 2025 diluted EPS was $14.64, up 9.0%; net income was $546.5 million; EBITDA was $1.2 billion.
Fiscal 2026 outlook calls for EBITDA growth of 10% to 12% and inside same-store sales growth of 2% to 5%; the quarterly dividend was raised 14% to $0.57 per share.
Greif reported fiscal second quarter 2025 results for the period ended April 30, 2025. Net sales rose to $1,385.7 million from $1,371.0 million, net income attributable to Greif rose to $47.3 million ($0.82 per diluted Class A share) from $44.4 million ($0.77), and adjusted EBITDA rose 26.0% to $213.9 million. The company raised its low-end fiscal 2025 guidance, now $725 million of adjusted EBITDA and $280 million of adjusted free cash flow.
Net sales $1,385.7 million vs. $1,371.0 million a year earlier; net income attributable to Greif $47.3 million vs. $44.4 million
Adjusted EBITDA $213.9 million, up 26.0% from $169.7 million; net debt fell $197.6 million to $2,522.5 million
Low-end fiscal 2025 guidance: adjusted EBITDA $725 million and adjusted free cash flow $280 million, raised from prior guidance
Quarterly dividends of $0.54 per Class A share and $0.81 per Class B share declared June 2, 2025, payable July 1, 2025
G-III Apparel Group reported first quarter fiscal 2026 results for the period ended April 30, 2025. Net sales fell 4% to $583.6 million, while diluted earnings per share rose to $0.17 from $0.12. The company withdrew its fiscal 2026 net income, non-GAAP net income and adjusted EBITDA guidance, citing tariff uncertainty, and reaffirmed its net sales outlook.
Net sales were $583.6 million, down from $609.7 million a year earlier; net income was $7.8 million, or $0.17 per diluted share, versus $0.12 a year earlier.
Non-GAAP diluted EPS was $0.19, excluding $1.0 million in one-time severance expenses related to a closed warehouse.
Fiscal 2026 net income, non-GAAP net income and adjusted EBITDA guidance was withdrawn; net sales guidance of approximately $3.14 billion was reaffirmed.
The company expects unmitigated tariff costs of approximately $135.0 million, weighted mainly to the second half of the year.
ABM reported fiscal second-quarter 2025 results for the quarter ended April 30, 2025, with revenue up 4.6% to $2.1 billion while GAAP net income fell 3.7% to $42.2 million. The company reaffirmed its full-year 2025 adjusted EPS outlook of $3.65 to $3.80 and declared a $0.265 quarterly dividend, but operating cash flow fell sharply to $32.3 million, which shareholders may watch as the ERP transition continues.
Revenue rose 4.6% to $2.1 billion, including 3.8% organic growth; Technical Solutions grew 19% and Business & Industry grew 3%.
Net income was $42.2 million, or $0.67 per diluted share, versus $43.8 million, or $0.69, a year earlier.
Adjusted EPS was $0.86 versus $0.82; the company stopped excluding prior-year self-insurance adjustments from its non-GAAP measures after SEC staff communications.
Full-year 2025 adjusted EPS outlook of $3.65 to $3.80 was reaffirmed; the $0.265 dividend is payable August 4, 2025 to holders of record on July 3, 2025.
Docusign reported results for its fiscal first quarter ended April 30, 2025, with revenue of $763.7 million, up 8% year over year, and GAAP diluted earnings of $0.34 per share, up from $0.16. The board also authorized an additional $1.0 billion for the stock repurchase program, bringing total remaining authorization to $1.4 billion as of June 5, 2025, which matters to shareholders as a potential source of share count reduction.
Q1 revenue was $763.7 million, up 8% year over year; subscription revenue was $746.2 million, up 8%
GAAP diluted EPS was $0.34 versus $0.16 a year earlier; non-GAAP diluted EPS was $0.90 versus $0.82
Board authorized up to $1.0 billion of additional repurchases; total remaining authorization is $1.4 billion as of June 5, 2025
Guidance: quarter ending July 31, 2025 revenue of $777 million to $781 million; fiscal year ending January 31, 2026 revenue of $3,151 million to $3,163 million
Quanex reported second-quarter results for the three months ended April 30, 2025, with net sales up 70% to $452.5 million, mostly from the Tyman acquisition, while diluted EPS fell to $0.44 from $0.46. The company reaffirmed its fiscal 2025 guidance and raised its cost synergy target to about $45 million, up from $30 million.
Net sales were $452.5 million versus $266.2 million a year earlier; Tyman contributed $190.1 million.
Diluted EPS was $0.44 versus $0.46; adjusted diluted EPS was $0.60 versus $0.73.
Fiscal 2025 guidance reaffirmed: net sales of $1.84 billion to $1.86 billion and Adjusted EBITDA of $270 million to $280 million.
Cost synergy target raised to about $45 million; the company repurchased about $23.5 million of stock in the quarter.
lululemon reported first-quarter fiscal 2025 results for the period ended May 4, 2025, with net revenue up 7% to $2.4 billion and diluted EPS of $2.60, compared with $2.54 a year earlier. Income from operations rose 1% to $438.6 million, but operating margin fell 110 basis points to 18.5%. The company now expects 2025 diluted EPS of $14.58 to $14.78 and kept its 2025 net revenue range at $11.150 billion to $11.300 billion.
Q1 net revenue rose 7% to $2.4 billion (8% in constant dollars); Americas comparable sales fell 2%, while International comparable sales rose 6%.
Diluted EPS was $2.60 versus $2.54; income from operations was $438.6 million, up 1%, with operating margin down to 18.5%.
Q2 2025 guidance calls for net revenue of $2.535 billion to $2.560 billion and diluted EPS of $2.85 to $2.90.
Inventories rose 23% to $1.7 billion, and the company repurchased 1.4 million shares for $430.4 million in the quarter.
The Toro Company reported fiscal second-quarter 2025 net sales of $1.32 billion, down 2% from a year earlier, with reported diluted EPS of $1.37 versus $1.38 and adjusted diluted EPS of $1.42 versus $1.40. It also updated fiscal 2025 guidance to net sales flat to down 3% and adjusted diluted EPS of $4.15 to $4.30, citing reduced volume from macro factors and anticipated tariff impacts. Shareholders face mixed results: Professional segment earnings rose to $202.1 million, while Residential segment earnings fell to $16.1 million from $36.1 million.
Q2 net sales $1,317.9 million vs. $1,349.0 million a year earlier, down 2%
Q2 reported diluted EPS $1.37 vs. $1.38; adjusted diluted EPS $1.42 vs. $1.40
FY2025 guidance: net sales flat to down 3%; adjusted diluted EPS $4.15 to $4.30
Residential segment net sales fell 11.4% to $297.4 million; Professional segment net sales rose 0.8% to $1,014.1 million
Cracker Barrel reported fiscal 2025 third-quarter total revenue of $821.1 million, up 0.5%, and GAAP net income of $12.6 million, compared with a net loss of $9.2 million a year earlier. Adjusted earnings per diluted share fell to $0.58 from $0.88, while the company raised its fiscal 2025 adjusted EBITDA outlook to $215 million to $225 million.
Q3 GAAP earnings per diluted share were $0.56, versus a loss of $0.41 a year earlier; adjusted EPS was $0.58, versus $0.88
Q3 adjusted EBITDA was $48.1 million, up 0.4% from $47.9 million
Fiscal 2025 adjusted EBITDA outlook raised to $215 million to $225 million from $210 million to $220 million; revenue outlook of $3.45 billion to $3.50 billion unchanged
Quarterly dividend of $0.25 per share payable August 13, 2025, to holders of record as of July 18, 2025
Winnebago Industries reported preliminary unaudited results for its fiscal third quarter ended May 31, 2025, with net revenues of about $775 million and diluted EPS of $0.55 to $0.65. The company said net revenue for its Winnebago Motorhomes unit over the last two quarters of fiscal 2025 is expected to be significantly lower than previously anticipated, and it will update its full-year outlook on June 25, 2025.
Preliminary Q3 fiscal 2025 net revenues of approximately $775 million
Diluted EPS range $0.55 to $0.65; adjusted diluted EPS range $0.75 to $0.85
Motorhomes net revenue for the last two fiscal 2025 quarters expected significantly lower than previously anticipated
Full-year fiscal 2025 outlook to be updated with Q3 results on June 25, 2025
Brown-Forman reported fiscal 2025 results for the year ended April 30, 2025, with reported net sales down 5% to $4.0 billion, operating income down 22% to $1.1 billion, and diluted EPS down 14% to $1.84. The company expects a challenging fiscal 2026 with organic net sales and organic operating income both declining in the low-single digit range, which points to weaker results for shareholders ahead.
Fourth quarter net sales fell 7% to $894 million, and diluted EPS fell 45% to $0.31, largely due to the absence of the prior-year gain on sale of the Sonoma-Cutrer wine business.
Restructuring initiatives resulted in $63 million in charges and include a 12% workforce reduction and the closure of the Brown-Forman Cooperage.
Fiscal 2026 outlook calls for organic net sales and organic operating income to each decline in the low-single digit range.
The company returned $420 million to stockholders through regular dividends and received $350 million for its Duckhorn stake.
Ciena reported unaudited results for its fiscal second quarter ended May 3, 2025, with revenue of $1.13 billion, up from $910.8 million a year earlier. GAAP net income was $9.0 million, or $0.06 per diluted share, compared with a GAAP net loss of $16.8 million, or $0.12 per share, in the prior-year quarter. The company also repurchased about 1.2 million shares for $84.3 million during the quarter.
Revenue of $1.13 billion, up 23.6% from $910.8 million in the fiscal second quarter of 2024
GAAP net income of $9.0 million, or $0.06 per diluted share; adjusted (non-GAAP) EPS of $0.42 vs. $0.27 a year earlier
GAAP gross margin fell to 40.2% from 42.7%; GAAP operating margin improved to 2.9% from (0.4)%
Share repurchases of about 1.2 million shares for $84.3 million during the quarter
Five Below reported first-quarter fiscal 2025 net sales up 19.5% to $970.5 million and GAAP diluted EPS of $0.75, versus $0.57 a year earlier. The company raised its full-year 2025 sales guidance and the low end of its EPS guidance range, and it also said CFO Kristy Chipman will leave on June 6, 2025, with COO Kenneth Bull serving as interim CFO.
Q1 net sales rose 19.5% to $970.5 million; comparable sales rose 7.1%; adjusted diluted EPS was $0.86 versus $0.60
Full-year 2025 net sales guidance is $4.33 billion to $4.42 billion; full-year diluted EPS guidance is $4.04 to $4.51
CFO Kristy Chipman's employment ends June 6, 2025; COO Kenneth Bull will be interim CFO and Treasurer while a permanent replacement is sought
Argan reported results for the first quarter of fiscal 2026, ended April 30, 2025. Revenue rose 23% to $193.7 million, net income rose to $22.6 million from $7.9 million, and diluted EPS was $1.60 versus $0.58 a year earlier. Project backlog reached a record $1.9 billion, up from $1.36 billion at January 31, 2025, which the company said was driven by a full notice to proceed for the Sandow Lakes Power Station.
Revenue was $193.7 million, up $36.0 million or 23% from $157.7 million; gross margin was 19.0% versus 11.4%.
Net income was $22.6 million, or $1.60 per diluted share, compared with $7.9 million, or $0.58, a year earlier.
Project backlog was $1.856 billion at April 30, 2025, up from $1.361 billion at January 31, 2025.
Cash, cash equivalents and investments totaled $546.5 million, and the company reported no debt.
Sprinklr reported first-quarter fiscal 2026 revenue of $205.5 million, up 5% year-over-year, and non-GAAP diluted EPS of $0.12, up from $0.09. GAAP results weakened: the company posted a $1.8 million operating loss and a $(0.01) per-share net loss, compared with operating income of $5.7 million and $0.04 per-share net income a year earlier, with a $16.3 million restructuring charge included. The board also authorized a $150 million share repurchase program running through June 30, 2026.
Q1 total revenue $205.5 million, up 5%; subscription revenue $184.1 million, up 4%
GAAP operating loss $1.8 million vs. $5.7 million operating income a year ago; restructuring charge $16.3 million
Non-GAAP diluted EPS $0.12 vs. $0.09; free cash flow $80.7 million vs. $36.2 million
Board authorized up to $150 million in buybacks on June 2, 2025, to be completed by June 30, 2026
Dollar Tree reported first-quarter fiscal 2025 net sales up 11.3% to $4.6 billion and diluted EPS from continuing operations of $1.47, while adjusted diluted EPS was $1.26, up 2.4%. The company updated its full-year adjusted EPS outlook to $5.15 to $5.65 to reflect share repurchases, but said second-quarter adjusted EPS could fall 45% to 50% year over year.
Net sales rose 11.3% to $4.6 billion, with same-store net sales up 5.4% on a 2.5% traffic increase and a 2.8% ticket increase.
Diluted EPS from continuing operations was $1.47, up 19.5%; adjusted diluted EPS was $1.26, up 2.4%.
Full-year adjusted diluted EPS from continuing operations outlook is $5.15 to $5.65; net sales outlook of $18.5 billion to $19.1 billion was reiterated.
Family Dollar sale is on track to close in the second quarter of fiscal 2025; the company expects a $0.30 to $0.35 full-year EPS hit from transition costs.
THOR Industries reported fiscal third-quarter results for the period ended April 30, 2025, with net sales of $2.89 billion, up 3.3%, and diluted earnings per share of $2.53, up from $2.13. The company reaffirmed its revised fiscal 2025 guidance, and management said it expects the fourth quarter of fiscal 2025 and the first quarter of fiscal 2026 to be challenging. Nine-month results declined, with diluted EPS of $2.49 versus $3.26 a year earlier.
Third-quarter net sales of $2.89 billion, up 3.3%; gross profit margin of 15.3% versus 15.1%
Diluted EPS of $2.53 versus $2.13; net income attributable to THOR of $135.2 million versus $114.5 million
Fiscal 2025 guidance reaffirmed: net sales of $9.0 billion to $9.5 billion; diluted EPS of $3.30 to $4.00
Nine-month diluted EPS of $2.49 versus $3.26, down 23.6%; nine-month net sales down 6.0%
Guidewire reported unaudited results for the fiscal third quarter ended April 30, 2025, with total revenue of $293.5 million, up 22% from a year earlier, and GAAP net income of $46.0 million, compared with a net loss of $5.5 million a year earlier. The company raised its fiscal 2025 revenue, operating income and operating cash flow targets, citing strong third-quarter execution.
Q3 total revenue was $293.5 million, up 22%; subscription and support revenue rose 32% to $181.8 million.
GAAP net income was $46.0 million, or $0.54 per diluted share, versus a net loss of $0.07 per share a year earlier.
Annual recurring revenue was $960 million as of April 30, 2025, compared with $864 million at July 31, 2024.
Updated fiscal 2025 outlook includes total revenue of $1,178 million to $1,186 million and operating cash flow of $255 million to $275 million.
HealthEquity reported first-quarter results for the period ended April 30, 2025, with revenue of $330.8 million, up 15%, and GAAP net income of $53.9 million, or $0.61 per diluted share, up from $0.33 a year earlier. The company said it increased its full-year fiscal 2026 guidance, now calling for revenue of $1.285 billion to $1.305 billion and GAAP net income per diluted share of $1.96 to $2.13.
Revenue of $330.8 million, up 15% from $287.6 million a year earlier; Adjusted EBITDA of $140.2 million, up 19%
GAAP net income of $53.9 million, or $0.61 per diluted share, versus $28.8 million, or $0.33, in the prior-year quarter
Fiscal 2026 outlook: revenue $1.285 billion to $1.305 billion; Adjusted EBITDA $530 million to $550 million; non-GAAP net income per diluted share $3.61 to $3.78
Company repurchased 0.7 million shares for $60.3 million in the quarter; $117.5 million remained authorized as of April 30, 2025
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