1,024 material Form 8-K filings that 799 companies we cover made with the SEC in August 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).
Applied Industrial Technologies reported fiscal 2025 fourth-quarter net sales of $1.2 billion, up 5.5%, and diluted earnings of $2.80 per share, up from $2.64 a year earlier, while EBITDA fell 0.3%. For fiscal 2026 it guided to EPS of $10.00 to $10.75 on total sales growth of 4% to 7%, which does not include future acquisitions or share buybacks.
Q4 net sales $1.2 billion, up 5.5%; up 0.2% on an organic daily basis
Q4 diluted EPS $2.80 vs. $2.64 a year earlier; Q4 EBITDA $153.0 million, down 0.3%
Full-year fiscal 2025 net income $393.0 million, or $10.12 per diluted share; free cash flow $465.2 million
Fiscal 2026 guidance: EPS of $10.00 to $10.75 and total sales up 4% to 7%, including 1% to 4% organic
Tapestry reported fiscal fourth-quarter net sales of $1.72 billion, up 8%, and a GAAP net loss of $517 million, driven largely by an $855 million impairment on the Kate Spade brand. Non-GAAP earnings per diluted share rose to $1.04 from $0.92, and the company initiated fiscal 2026 non-GAAP EPS guidance of $5.30 to $5.45 and raised its dividend 14%.
Q4 net sales were $1.72 billion, up 8% on both reported and constant currency bases; GAAP net loss was $517 million, or $2.49 per diluted share, versus GAAP net income of $159 million a year earlier.
Q4 non-GAAP EPS was $1.04 versus $0.92; the quarter included an $855 million impairment on Kate Spade indefinite-lived brand intangible and goodwill.
Fiscal 2026 outlook calls for revenue approaching $7.2 billion and non-GAAP EPS of $5.30 to $5.45, including a negative tariff and duty impact of over $0.60 per share.
Quarterly dividend raised 14% to $0.40 per share, an anticipated $1.60 annual rate; the company expects $800 million in share repurchases in fiscal 2026.
Amcor reported fiscal fourth-quarter 2025 net sales of $5,082 million, up 44% on a reported basis, after the April 30, 2025 Berry Global acquisition, but posted a GAAP net loss of $39 million that included acquisition-related costs. For fiscal 2026, the company guided to adjusted EPS of 80 to 83 cents, representing 12% to 17% constant currency growth, and free cash flow of $1.8 billion to $1.9 billion.
Q4 net sales $5,082 million, up 44% reported and 43% constant currency; GAAP net loss $39 million, or 1.9 cents per diluted share.
Fiscal 2025 adjusted EPS 71.2 cents, up 3% constant currency; GAAP net income $511 million; adjusted free cash flow $926 million.
Fiscal 2026 guidance: adjusted EPS of 80 to 83 cents and free cash flow of $1.8 billion to $1.9 billion, including about $260 million of pre-tax synergy benefits.
Identified a $20 billion core portfolio and about $2.5 billion of less-aligned businesses under review; quarterly dividend raised to 12.75 cents from 12.5 cents.
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.