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).
Workday reported fiscal 2026 second-quarter results for the quarter ended July 31, 2025, with total revenue up 12.6% year over year and GAAP diluted earnings per share rising to $0.84 from $0.49. The company raised its full-year fiscal 2026 subscription revenue guidance to $8.815 billion, which includes its planned acquisition of Paradox.
Total revenues were $2.348 billion, up 12.6%; subscription revenues were $2.169 billion, up 14.0%.
GAAP operating income was $248 million versus $111 million a year earlier; non-GAAP operating income was $680 million, or 29.0% of revenues.
Diluted EPS was $0.84 (GAAP) and $2.21 (non-GAAP), compared with $0.49 and $1.75 a year earlier.
Full-year fiscal 2026 subscription revenue guidance was raised to $8.815 billion, growth of 14.2%, with a non-GAAP operating margin of 29.0%.
Ross Stores reported second-quarter fiscal 2025 diluted EPS of $1.56 on net income of $508 million, down from $1.59 a year earlier, while sales rose 5% to $5.5 billion. The company said tariff-related costs weighed on margins, and it set fiscal 2025 EPS guidance of $6.08 to $6.21, compared with $6.32 last year, which matters to shareholders because it signals lower earnings for the year.
Q2 diluted EPS $1.56 vs $1.59 a year earlier; net income $508 million vs $527 million
Q2 sales up 5% to $5.5 billion; comparable store sales up 2%; operating margin down 95 basis points to 11.5%
Fiscal 2025 EPS now planned at $6.08 to $6.21 vs $6.32 last year; includes about $0.22 to $0.25 per share from announced trade policies
Repurchased 1.9 million shares for $262 million in Q2; on track for $1.05 billion in buybacks in fiscal 2025
Intuit reported fourth-quarter fiscal 2025 revenue of $3.8 billion, up 20%, and GAAP net income of $381 million, compared with a net loss of $20 million a year earlier. The company set fiscal 2026 revenue guidance of $20.997 billion to $21.186 billion, growth of about 12 to 13 percent, and its board approved a $1.20 per share cash dividend and a new $3.2 billion buyback authorization.
Q4 GAAP diluted EPS was $1.35 versus a loss of $0.07 a year earlier; non-GAAP diluted EPS was $2.75, up 38%.
Fiscal 2026 guidance: non-GAAP diluted EPS of $22.98 to $23.18, and first-quarter non-GAAP EPS of $3.05 to $3.12.
Board approved a $1.20 per share dividend payable October 17, 2025, to holders of record on October 9, 2025.
OSI Systems reported fourth-quarter and fiscal 2025 results for the period ended June 30, 2025, with quarterly revenue of $505 million and GAAP earnings per share of $3.03, both up from a year earlier. The company guided fiscal 2026 revenue to $1.805 billion to $1.850 billion and non-GAAP diluted EPS to $10.11 to $10.39, which points to continued growth for shareholders, though it does not provide GAAP EPS guidance.
Q4 fiscal 2025 revenue was $505 million, up 5% from $480.9 million; GAAP EPS was $3.03, up 19%.
Fiscal 2025 revenue was $1.713 billion, up 11%; GAAP EPS was $8.71, up 18%, and non-GAAP EPS was $9.36, up 15%.
Fiscal 2026 guidance: revenue of $1.805 billion to $1.850 billion (5.4% to 8.0% growth) and non-GAAP diluted EPS of $10.11 to $10.39.
After fiscal year-end, the company expanded its credit facility to $825 million and extended its maturity to July 2030.
ScanSource reported fourth-quarter and fiscal 2025 results for the year ended June 30, 2025. Q4 net sales rose 8.9% and GAAP diluted EPS rose to $0.88 from $0.64, while full-year net sales fell 6.7% and GAAP diluted EPS slipped to $3.00 from $3.06. The company also issued fiscal 2026 guidance calling for net sales of $3.1 billion to $3.3 billion and adjusted EBITDA of $150 million to $160 million.
Q4 FY25 net sales were $812.9 million, up 8.9% year over year, and GAAP diluted EPS was $0.88 versus $0.64.
FY25 net sales were $3.04 billion, down 6.7%, and GAAP diluted EPS was $3.00 versus $3.06; non-GAAP diluted EPS was $3.57 versus $3.08.
FY26 outlook: net sales of $3.1 billion to $3.3 billion, adjusted EBITDA of $150 million to $160 million, and free cash flow of at least $80 million.
At June 30, 2025, cash was $126.2 million and total debt was $136.1 million; FY25 share repurchases totaled $106.5 million.
The Marzetti Company reported results for the fourth quarter and fiscal year ended June 30, 2025. Fourth-quarter net sales rose 5.0% to a record $475.4 million, but diluted earnings per share fell to $1.18 from $1.26 as SG&A costs and restructuring charges increased, so the quarter shows mixed results for shareholders.
Q4 net sales rose 5.0% to $475.4 million; excluding $12.2 million in temporary supply agreement sales with Winland Foods, sales rose 2.3%.
Q4 diluted EPS was $1.18 versus $1.26 a year earlier; restructuring and impairment charges of $5.1 million related to the planned Milpitas, California facility closure.
Fiscal year net income was $167.3 million, or $6.07 per diluted share, versus $158.6 million, or $5.76, in fiscal 2024.
For fiscal 2026, the company expects Retail volume growth and a modest level of input cost inflation, without a numeric sales or earnings forecast in the release.
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.