AI filing briefs · archive

8-K filings in June 2025, explained

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).

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29 of 441 briefs match

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PRGSPROGRESS SOFTWARE CORP /MA Jun 30, 4:17 PM ET

Progress Software Q2 revenue rises 36% to $237 million; raises full-year guidance

Positive earnings Written later 2.027.01

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
Read the filing on SEC.gov ↗
CNXCConcentrix Corp Jun 26, 4:15 PM ET

Concentrix Q2 revenue rises 1.5% to $2.42 billion; raises full-year growth outlook

Mixed earnings Written later 2.02

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
Read the filing on SEC.gov ↗
FULFULLER H B CO Jun 26, 9:01 AM ET

H.B. Fuller raises 2025 guidance; Q2 revenue down 2.1%, diluted EPS $0.76

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
CCLCarnival Corp Ltd. Jun 24, 9:17 AM ET

Carnival Corp. posts record Q2 revenue of $6.3 billion and raises full-year guidance

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
FDSFACTSET RESEARCH SYSTEMS INC Jun 23, 6:59 AM ET

FactSet Q3 revenue rises 5.9% to $585.5 million; GAAP EPS falls 5.4% to $3.87

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
KRKROGER CO Jun 20, 8:06 AM ET

Kroger Q1 EPS flat at $1.29; raises 2025 identical sales without fuel guidance

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
DRIDARDEN RESTAURANTS INC Jun 20, 7:04 AM ET

Darden Q4 adjusted EPS rises 12.5% to $2.98; FY2026 EPS outlook $10.50 to $10.70

Positive earnings Written later 2.025.02

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
Read the filing on SEC.gov ↗
WLYJOHN WILEY & SONS, INC. Jun 17, 11:01 AM ET

Wiley Fiscal 2025 Diluted EPS $1.53 Versus Loss; Reported Revenue Falls to $1.68 Billion

Mixed earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
JBLJABIL INC Jun 17, 7:47 AM ET

Jabil raises fiscal 2025 outlook as third-quarter diluted EPS rises to $2.03

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
LENLENNAR CORP /NEW/ Jun 16, 5:53 PM ET

Lennar Q2 net earnings fall to $477 million, or $1.81 per share, from $3.45 a year earlier

Negative earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
ADBEADOBE INC. Jun 12, 4:19 PM ET

Adobe Q2 revenue rises 11% to record $5.87 billion; raises FY25 targets

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
SJMJ M SMUCKER Co Jun 10, 7:12 AM ET

J.M. Smucker posts $6.85 per-share Q4 loss on $980.0 million in impairments

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
UNFIUNITED NATURAL FOODS INC Jun 10, 7:02 AM ET

UNFI Q3 sales up 7.5%; full-year GAAP loss outlook widened to $55M-$80M

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
GEFGREIF, INC Jun 9, 1:22 PM ET

Greif Q2 adjusted EBITDA rises 26% to $213.9 million; raises low-end FY2025 outlook

Positive earnings Written later 2.027.01

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
Read the filing on SEC.gov ↗

G-III Q1 sales fell 4% to $583.6 million, EPS rose to $0.17; profit outlook withdrawn

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
DOCUDOCUSIGN, INC. Jun 5, 4:22 PM ET

Docusign Q1 revenue rises 8% to $763.7 million; board adds $1.0 billion to buyback

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗

Cracker Barrel Q3 revenue rises 0.5% to $821.1 million; raises adjusted EBITDA outlook

Mixed earnings Written later 2.02

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
Read the filing on SEC.gov ↗
WGOWINNEBAGO INDUSTRIES INC Jun 5, 8:19 AM ET

Winnebago Industries cuts Motorhomes revenue outlook; Q3 revenue about $775 million

Negative earnings Written later 2.02

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
Read the filing on SEC.gov ↗
BF-BBROWN FORMAN CORP Jun 5, 8:07 AM ET

Brown-Forman FY2025 net sales fall 5%, EPS down 14%; fiscal 2026 organic declines seen

Negative earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
FIVEFIVE BELOW, INC Jun 4, 4:23 PM ET

Five Below Q1 sales rise 19.5% to $970.5 million; EPS $0.75; raises guidance

Positive earnings Written later 2.025.027.01

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
Read the filing on SEC.gov ↗
CXMSprinklr, Inc. Jun 4, 7:32 AM ET

Sprinklr Q1 revenue up 5% to $205.5 million; GAAP swings to net loss

Mixed earnings Written later 2.028.01

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
Read the filing on SEC.gov ↗
DLTRDOLLAR TREE, INC. Jun 4, 6:31 AM ET

Dollar Tree Q1 sales rise 11.3% to $4.6 billion; expects Q2 adjusted EPS down 45%-50%

Mixed earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
GWREGuidewire Software, Inc. Jun 3, 4:16 PM ET

Guidewire Q3 revenue rises 22% to $293.5 million; raises fiscal 2025 outlook

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
HQYHEALTHEQUITY, INC. Jun 3, 4:03 PM ET

HealthEquity Q1 revenue rises 15% to $330.8 million; net income up 87%

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
VSXYVictoria's Secret & Co. Jun 3, 8:03 AM ET

Victoria's Secret & Co. preliminary Q1 sales $1.35 billion; earnings release postponed

Mixed earnings Written later 2.027.01

Victoria's Secret & Co. published preliminary unaudited first quarter 2025 results on June 3, 2025, saying net sales, adjusted operating income and adjusted diluted EPS were near or above the high end of prior guidance. The company postponed its first quarter earnings release and webcast after a security incident involving its IT systems, which it detected on May 24, 2025, and which it says did not affect first quarter results but could hurt second quarter results.

  • Net sales of $1.35 billion versus prior guidance of $1.30 billion to $1.33 billion.
  • Adjusted operating income of $32 million versus guidance of $10 million to $30 million; GAAP operating income was $20 million.
  • GAAP net loss of $0.02 per diluted share; adjusted diluted EPS of $0.09 versus guidance of ($0.10) to $0.10.
  • Corporate systems and e-commerce site were shut down May 26, 2025; the website was restored May 29, and no new earnings date has been set.
Read the filing on SEC.gov ↗
SIGSIGNET JEWELERS LTD Jun 3, 6:59 AM ET

Signet Jewelers Q1 sales rise 2.0% to $1.5 billion; raises FY26 adjusted EPS guidance

Positive earnings Written later 2.02

Signet Jewelers reported first quarter fiscal 2026 results for the 13 weeks ended May 3, 2025, with sales up 2.0% to $1.5 billion and same store sales up 2.5%. The company raised the low end of its fiscal 2026 operating guidance and raised its adjusted diluted EPS guidance to $7.70 to $9.38, citing share repurchases of more than 5% of outstanding shares year to date.

  • Diluted EPS was $0.78, compared with a loss of $0.90 a year earlier, and includes $0.46 of restructuring charges; adjusted diluted EPS was $1.18 versus $1.11.
  • GAAP operating income was $48.1 million, down from $49.8 million, while adjusted operating income rose to $70.3 million from $57.8 million.
  • Fiscal 2026 adjusted diluted EPS guidance was raised to $7.70 to $9.38 from $7.31 to $9.10; total sales guidance is $6.57 to $6.80 billion.
  • The company repurchased about 2.1 million shares for $117.4 million in the quarter and has nearly $600 million remaining in repurchase authorization.
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DGDOLLAR GENERAL CORP Jun 3, 6:59 AM ET

Dollar General Q1 net sales up 5.3%, EPS up 7.9% to $1.78; raises FY2025 guidance

Positive earnings Written later 2.025.077.01

Dollar General reported first-quarter fiscal 2025 net sales of $10.4 billion, up 5.3%, and diluted earnings per share of $1.78, up 7.9%, for the 13 weeks ended May 2, 2025. The company raised its fiscal 2025 diluted EPS guidance to $5.20 to $5.80 from $5.10 to $5.80, and also raised its net sales and same-store sales growth ranges, while noting uncertainty from tariffs.

  • Net sales rose 5.3% to $10.4 billion from $9.9 billion; same-store sales rose 2.4%.
  • Diluted EPS rose to $1.78 from $1.65; net income was $391.9 million.
  • Fiscal 2025 diluted EPS guidance is $5.20 to $5.80, up from $5.10 to $5.80; the guidance assumes no share repurchases.
  • Board declared a quarterly dividend of $0.59 per share, payable on or before July 22, 2025, to holders of record on July 8, 2025.
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Ferguson Q3 sales rise 4.3% and guidance is raised; reported EPS falls 5.0%

Mixed earnings Written later 2.02

Ferguson reported results for the quarter ended April 30, 2025, with net sales of $7.6 billion, up 4.3%, and adjusted diluted EPS of $2.50, up 7.8%. Reported diluted EPS fell 5.0% to $2.07 after $68 million of business restructuring charges, and the company raised its adjusted operating margin guidance for fiscal 2025 to 8.5% to 9.0%.

  • Net sales were $7.6 billion for the quarter, up 4.3%, with organic revenue growth of 5.0%.
  • Reported diluted EPS was $2.07, down from $2.18; adjusted diluted EPS was $2.50, up from $2.32.
  • Business restructuring charges were $68 million, with expected annualized savings of about $100 million.
  • Fiscal 2025 adjusted operating margin guidance was raised to 8.5% to 9.0%, from 8.3% to 8.8%.
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DCIDONALDSON Co INC Jun 2, 5:35 PM ET

Donaldson Q3 sales rise 1.3% as GAAP earnings fall 49% on $62.0 million impairment

Mixed earnings Written later 2.025.027.01

Donaldson reported fiscal third-quarter 2025 results for the quarter ended April 30, 2025, with net sales up 1.3% to $940.1 million and GAAP net earnings down 49.1% to $57.8 million after a $62.0 million impairment of intangible assets. Adjusted diluted EPS rose 7.6% to $0.99, and the company narrowed its fiscal 2025 adjusted EPS guidance to $3.64 to $3.70, with the midpoint $0.03 above prior guidance. The company also named Richard B. Lewis as chief operating officer, effective August 1, 2025.

  • Net sales were $940.1 million, up 1.3%; GAAP diluted EPS was $0.48 versus $0.92 a year earlier.
  • The $62.0 million impairment includes $46.6 million for Univercells Technologies and $15.4 million for Solaris.
  • Adjusted diluted EPS was $0.99, up 7.6%; fiscal 2025 adjusted EPS guidance is $3.64 to $3.70.
  • Richard B. Lewis, currently president of Life Sciences, becomes COO on August 1, 2025, with fiscal 2026 base salary set at $750,000.
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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.