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).
Donaldson reported fiscal fourth-quarter 2025 sales of $980.7 million, up 4.8%, and GAAP EPS of $0.97, up 7.8%. For the full year, sales rose 2.9% to $3.7 billion, but GAAP EPS fell 9.8% to $3.05, and the company recorded a $62.0 million impairment charge. The company forecast fiscal 2026 EPS of $3.92 to $4.08 and sales growth of 1% to 5%.
Q4 sales $980.7 million, up 4.8%; GAAP EPS $0.97, up 7.8%; adjusted EPS $1.03, up 9.6%
Full-year sales $3.7 billion, up 2.9%; GAAP EPS $3.05, down 9.8%; adjusted EPS $3.68, up 7.6%
Fiscal 2026 EPS forecast $3.92 to $4.08; sales projected to rise 1% to 5%, or $3.8 billion at the midpoint
About $465 million returned to shareholders in fiscal 2025 through share repurchases and dividends
PVH reported second-quarter 2025 revenue of $2.167 billion, up 4% from a year earlier, and non-GAAP earnings per share of $2.52, which beat guidance of $1.85 to $2.00 but fell from $3.01 a year earlier. The company raised its full-year revenue outlook and reaffirmed its non-GAAP EPS range of $10.75 to $11.00, while gross margin declined to 57.7% from 60.1% amid tariffs and promotions.
Non-GAAP EPS was $2.52 versus $3.01 a year earlier and above prior guidance of $1.85 to $2.00; GAAP EPS was $4.63 versus $2.80.
Gross margin fell to 57.7% from 60.1%; non-GAAP EBIT was $178 million versus $189 million a year earlier.
Full-year revenue outlook was raised to increase slightly to up low single digits; non-GAAP EPS outlook of $10.75 to $11.00 was reaffirmed.
No share repurchase payments were made in the second quarter, and none are expected for the rest of 2025 after $561 million of purchases in the first quarter.
Box reported fiscal second-quarter 2026 revenue of $294.0 million, up 9% from a year earlier, and non-GAAP operating income of $84.0 million, up from $76.7 million. GAAP diluted EPS fell to $0.05 from $0.10, mainly because of non-cash deferred tax expense, which the company says will also weigh on its third-quarter and full-year 2026 EPS. The company guided full-year fiscal 2026 revenue to $1.170 billion to $1.175 billion.
Q2 revenue of $294.0 million, up 9% (7% in constant currency); remaining performance obligations of $1.5 billion, up 16%
GAAP diluted EPS of $0.05 vs. $0.10, including a $0.04 negative impact from non-cash deferred tax expense; non-GAAP diluted EPS of $0.33 vs. $0.44
Q3 FY26 revenue guidance of $298 million to $299 million; full-year FY26 non-GAAP EPS guidance of $1.26 to $1.28
Net cash from operating activities of $46.0 million, up 27%; non-GAAP free cash flow of $35.7 million, up 9%
Okta reported fiscal second-quarter results for the period ended July 31, 2025, with total revenue up 13% year-over-year and GAAP net income of $67 million, compared with $29 million a year earlier. The company also gave fiscal 2026 revenue guidance of $2.875 billion to $2.885 billion and disclosed a proposed settlement of stockholder derivative lawsuits that received preliminary court approval on August 18, 2025.
Q2 total revenue was $728 million, up from $646 million; GAAP operating income was $41 million versus a loss of $19 million a year earlier.
GAAP diluted net income per share was $0.37, compared with $0.15; non-GAAP diluted net income per share was $0.91, compared with $0.72.
For the full fiscal 2026 year, Okta expects total revenue of $2.875 billion to $2.885 billion, representing 10% to 11% growth.
A court granted preliminary approval of the derivative litigation settlement on August 18, 2025; a final approval hearing is set for October 24, 2025.
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.