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).
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.
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.
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.
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.
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.
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
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.
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.
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%.
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.
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.