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).
Greif reported fiscal third-quarter 2025 results, with net income attributable to Greif falling to $64.0 million from $87.1 million a year earlier, mainly due to a $46.1 million gain on the 2024 Delta Petroleum divestiture. Combined Adjusted EBITDA rose 11% to $220.9 million and adjusted free cash flow was $170.7 million, while the company also agreed to sell its timberlands business for $462.0 million and kept its fiscal 2025 guidance of $725 million to $735 million in Combined Adjusted EBITDA.
Net income attributable to Greif fell to $64.0 million, or $1.10 per diluted Class A share, from $87.1 million, or $1.50, a year earlier
Net income excluding adjustments rose 11.6% to $60.4 million, or $1.03 per diluted Class A share, versus $0.92 a year earlier
Combined Adjusted EBITDA rose 11% to $220.9 million; fiscal 2025 outlook is $725 million to $735 million
Agreed sale of timberlands business for $462.0 million to Molpus Woodlands Group, with closing anticipated October 1, 2025
Abercrombie & Fitch reported second-quarter fiscal 2025 net sales of $1.2 billion, up 7% from a year earlier, and raised its full-year net sales growth outlook to 5% to 7%. GAAP diluted EPS rose to $2.91 from $2.50, helped by a $39 million pre-tax litigation settlement benefit; excluding that item, adjusted EPS was $2.32, down from $2.50 a year earlier. The company also set its full-year EPS outlook at $10.00 to $10.50 and estimates about $90 million of net tariff expense.
Net sales of $1.2 billion, up 7%: Hollister brands up 19%, Abercrombie brands down 5%.
GAAP EPS $2.91 vs. $2.50 a year earlier; adjusted EPS $2.32 vs. $2.50, excluding a $0.59 per share litigation settlement benefit.
Full-year net sales growth outlook raised to 5% to 7% from 3% to 6%; full-year EPS outlook $10.00 to $10.50.
Third-quarter EPS outlook of $2.05 to $2.25; the company repurchased $50 million of shares in the quarter.
Gap Inc. reported second quarter fiscal 2025 results for the period ended August 2, 2025. Net sales were flat at $3.7 billion and diluted earnings per share rose 6% to $0.57, while gross margin fell 140 basis points to 41.2%. The company reaffirmed its fiscal 2025 net sales growth outlook of 1% to 2%.
Diluted EPS of $0.57 versus $0.54 a year earlier; net income of $216 million versus $206 million
Net sales of $3.7 billion were flat year over year; comparable sales rose 1%
Gross margin of 41.2% decreased 140 basis points; operating income of $292 million was flat with $293 million a year earlier
Returned $144 million to shareholders in the quarter; board approved a third quarter fiscal 2025 dividend of $0.165 per share
Ulta Beauty reported second-quarter fiscal 2025 results for the period ended August 2, 2025, with net sales up 9.3% to $2.8 billion and diluted earnings per share up 9.1% to $5.78. The company also raised its full-year fiscal 2025 outlook, including diluted earnings per share of $23.85 to $24.30, up from $22.65 to $23.20. Operating margin declined to 12.4% from 12.9% a year earlier.
Comparable sales rose 6.7% in the quarter, compared with a 1.2% decrease a year earlier.
Net income was $260.9 million, or $5.78 per diluted share, compared with $252.6 million, or $5.30 per diluted share.
Fiscal 2025 comparable sales outlook raised to 2.5% to 3.5% from 0% to 1.5%; net sales outlook raised to $12.0 billion to $12.1 billion from $11.5 billion to $11.7 billion.
Results include Space NK since its July 10, 2025 acquisition; the company drew $289.1 million on its revolving credit facility to fund it.
Brown-Forman reported first-quarter fiscal 2026 results for the period ended July 31, 2025, with net sales down 3% to $924 million (up 1% organic) and operating income down 7% to $260 million. Diluted earnings per share fell 13% to $0.36, and the company reaffirmed its full-year fiscal 2026 outlook for low-single-digit organic declines in net sales and operating income.
Net sales $924 million, down 3%; operating income $260 million, down 7%; diluted EPS $0.36, down 13%
Charges included $12 million in restructuring and other charges and a $19 million non-operating pension settlement charge
Full-year fiscal 2026 outlook reiterated: organic net sales and organic operating income each expected to decline in the low-single digit range
Board declared a quarterly dividend of $0.2265 per share, payable October 1, 2025, to holders of record on September 3, 2025
Ollie's Bargain Outlet reported second-quarter fiscal 2025 net sales of $679.6 million, up 17.5% from a year earlier, and diluted earnings per share of $0.99, up from $0.79. The company raised its fiscal 2025 net sales, earnings per share and comparable store sales outlook, which gives shareholders a higher expected range for the full year.
Net sales were $679.6 million for the 13 weeks ended August 2, 2025, up from $578.4 million; comparable store sales rose 5.0%.
Net income was $61.3 million, or $0.99 per diluted share, versus $49.0 million, or $0.79, a year earlier; adjusted EPS was $0.99 versus $0.78.
Fiscal 2025 adjusted EPS outlook was raised to $3.76 to $3.84 from $3.65 to $3.75; net sales outlook was raised to $2.631 billion to $2.644 billion from $2.579 billion to $2.599 billion.
The company opened 29 stores in the quarter, ending with 613 stores in 34 states, and raised its fiscal 2025 store opening target to 85 from 75.
Bath & Body Works reported second-quarter 2025 net sales up 1.5% to $1.549 billion, but diluted earnings per share fell to $0.30 from $0.68 a year earlier, and adjusted EPS was flat at $0.37. The company raised the low end of its full-year adjusted EPS guidance to $3.35 from $3.25 and expects a larger share repurchase, but its full-year GAAP EPS guidance of $3.28 to $3.53 is below 2024's $3.61.
Q2 net sales were $1,549 million, up from $1,526 million, while net income fell to $64 million from $152 million.
Adjusted EPS was $0.37, flat with last year; adjusted operating income was $172 million versus $183 million.
Full-year 2025 adjusted EPS guidance is $3.35 to $3.60, with the low end raised from $3.25; GAAP EPS guidance is $3.28 to $3.53 versus $3.61 in fiscal 2024.
Share repurchase expectation for 2025 rose to $400 million from $300 million; third-quarter EPS is expected at $0.37 to $0.45 versus $0.49 a year earlier.
Victoria's Secret & Co. reported second quarter 2025 net sales of $1.459 billion, up 3% and above its guidance range of $1.380 billion to $1.410 billion. Profit was lower: GAAP net income attributable to the company was $16 million, or $0.20 per diluted share, versus $32 million, or $0.40, a year earlier, and adjusted EPS was $0.33 versus $0.40. The company raised full-year net sales guidance but expects a third-quarter adjusted operating loss.
Q2 net sales $1.459 billion, up 3% from $1.417 billion; total comparable sales up 4%.
Q2 operating income $41 million vs. $62 million a year earlier; adjusted operating income $55 million vs. guidance of $15 million to $35 million.
Full-year net sales guidance raised to $6.330 billion to $6.410 billion from $6.2 billion to $6.3 billion; adjusted operating income outlook reiterated at $270 million to $320 million.
Third-quarter adjusted operating loss expected at $35 million to $55 million; adjusted net loss per share $0.55 to $0.75.
Best Buy reported second-quarter revenue of $9.44 billion, up from $9.29 billion a year earlier, with comparable sales rising 1.6%. Diluted EPS fell to $0.87 from $1.34, and adjusted diluted EPS was $1.28 versus $1.34, after $114 million of restructuring charges. The company kept its FY26 adjusted diluted EPS guidance of $6.15 to $6.30, so shareholders see higher sales but lower profit in the quarter.
Revenue of $9.44 billion versus $9.29 billion a year earlier; enterprise comparable sales rose 1.6% versus a 2.3% decline
Diluted EPS of $0.87 versus $1.34; adjusted diluted EPS of $1.28 versus $1.34
Restructuring charges of $114 million in Q2 FY26, including approximately $40 million of asset impairments
FY26 adjusted diluted EPS guidance of $6.15 to $6.30 reiterated; quarterly dividend of $0.95 per share payable October 9, 2025
Hormel Foods reported third-quarter fiscal 2025 results, with net sales up 4.6% to $3.03 billion while adjusted diluted EPS fell to $0.35 from $0.37 a year earlier. Management said commodity input costs were the largest contributor to the earnings shortfall and expects profit recovery to lag into next year, which matters to shareholders because profit is under pressure even as sales grow.
Net sales were $3.03 billion, up 4.6%; GAAP diluted EPS was $0.33 versus $0.32, and adjusted diluted EPS was $0.35 versus $0.37.
Operating income was $240 million, and adjusted operating income was $254 million, compared with $267 million a year earlier.
Fourth-quarter outlook calls for net sales of $3.15 billion to $3.25 billion and adjusted diluted EPS of $0.38 to $0.40.
Interim CEO Jeff Ettinger said the company fell short of its expectations and is taking targeted pricing actions to address commodity inflation.
Phibro Animal Health reported fiscal fourth-quarter and full-year results for the year ended June 30, 2025, with net sales of $1,296.2 million (up 27%) and net income of $48.3 million (up from $2.4 million). The company also issued fiscal 2026 guidance calling for net sales of $1.43 billion to $1.48 billion and net income of $73 million to $83 million, and the results and guidance were released in a press release furnished as Exhibit 99.1.
Q4 net sales were $378.7 million, up 39%, and diluted EPS was $0.42 versus $0.02 a year earlier.
Full-year diluted EPS was $1.19, up $1.13, and adjusted diluted EPS was $2.09, up 76%.
FY2026 guidance includes adjusted EBITDA of $225 million to $235 million and diluted EPS of $1.79 to $2.03.
Management said higher SG&A reflected investments in scaling operations, and gross leverage was 3.1x as of June 30, 2025.
CooperCompanies reported fiscal third-quarter 2025 results for the period ended July 31, 2025, with revenue up 6% to $1,060.3 million and non-GAAP diluted EPS up 15% to $1.10, while GAAP diluted EPS fell 6% to $0.49. The company raised its fiscal 2025 non-GAAP diluted EPS guidance to $4.08 to $4.12, and CEO Al White said revenues were below expectations and that the company expects improving revenue in the fourth quarter and fiscal 2026. For shareholders, the decline in GAAP earnings and charges tied to a CooperSurgical product line exit sit alongside the higher adjusted earnings outlook.
Revenue of $1,060.3 million, up 6% year over year and up 2% organically; CooperVision revenue was $718.4 million and CooperSurgical revenue was $341.9 million.
GAAP diluted EPS was $0.49, down from $0.52; non-GAAP diluted EPS was $1.10, up from $0.96.
Fiscal 2025 guidance: non-GAAP diluted EPS of $4.08 to $4.12 and total revenue of $4,076 million to $4,096 million.
Repurchased $52.1 million of common stock in the quarter, with $163.6 million of remaining program availability.
Five Below reported second-quarter fiscal 2025 net sales of $1,026.8 million, up 23.7%, and GAAP diluted earnings per share of $0.77, up from $0.60 a year earlier. The company also raised its full-year 2025 sales and earnings per share guidance, which points to higher expected results for shareholders.
Q2 net sales were $1,026.8 million, up 23.7%, with comparable sales up 12.4%
Q2 GAAP diluted EPS was $0.77 versus $0.60; adjusted diluted EPS was $0.81 versus $0.54
Full-year 2025 net sales are now expected at $4.44 billion to $4.52 billion, with diluted EPS of $4.56 to $4.96
Third-quarter 2025 net sales are expected at $950 million to $970 million, with diluted EPS of $0.09 to $0.21
HP Inc. reported fiscal 2025 third-quarter results for the quarter ended July 31, 2025, with net revenue of $13.9 billion, up 3.1% year over year, and GAAP diluted EPS of $0.80, up from $0.65. Non-GAAP diluted EPS fell 11% to $0.75 from $0.84, and the GAAP operating margin dropped to 5.1% from 7.0%. For fiscal 2025, HP expects free cash flow of $2.6 billion to $3.0 billion.
Net revenue of $13.9 billion, up 3.1% year over year; Personal Systems revenue rose 6% and Printing fell 4%
GAAP diluted EPS of $0.80 versus $0.65 a year earlier; non-GAAP diluted EPS of $0.75 versus $0.84
Fourth-quarter outlook: GAAP diluted EPS of $0.75 to $0.85 and non-GAAP diluted EPS of $0.87 to $0.97
Returned $0.4 billion to shareholders in the quarter through dividends and share repurchases
Pure Storage reported second-quarter fiscal 2026 results for the quarter ended August 3, 2025, with revenue of $861.0 million, up 13% year-over-year, and net income of $47.1 million, or $0.14 per diluted share. The company raised its full-year fiscal 2026 revenue and non-GAAP operating income guidance, which signals higher expected sales and profit for shareholders, although GAAP operating income fell sharply from a year earlier.
Revenue of $861.0 million, up 13% year-over-year; subscription services revenue of $414.7 million, up 15%.
GAAP operating income of $4.9 million, compared with $24.9 million a year earlier; non-GAAP operating income of $130.0 million.
Net income of $47.1 million, or $0.14 per diluted share, compared with $35.7 million, or $0.10 per diluted share, a year earlier.
Fiscal 2026 revenue guidance raised to $3.60 billion to $3.63 billion from $3.515 billion; non-GAAP operating income guidance raised to $605 million to $625 million from $595 million.
Agilent reported third-quarter fiscal 2025 revenue of $1.74 billion, up 10.1% reported and 6.1% on a core basis, and GAAP EPS of $1.18, up 22% from a year earlier. Non-GAAP EPS was $1.37, up 4%, and the company revised its full-year revenue outlook to $6.91 billion to $6.93 billion with non-GAAP EPS of $5.56 to $5.59. For shareholders, the filing shows higher revenue and profit and a revised full-year and fourth-quarter outlook.
Q3 revenue of $1.74 billion for the quarter ended July 31, 2025, up 10.1% reported and 6.1% core versus Q3 2024
GAAP EPS of $1.18 versus $0.97 a year earlier; non-GAAP EPS of $1.37 versus $1.32
Full-year fiscal 2025 revenue outlook of $6.91 billion to $6.93 billion; non-GAAP EPS of $5.56 to $5.59
Q4 revenue outlook of $1.822 billion to $1.842 billion; non-GAAP EPS of $1.57 to $1.60
NetApp reported first-quarter fiscal 2026 results ended July 25, 2025, with net revenues up 1% to $1.56 billion and GAAP net income down 6% to $233 million. The company also issued second-quarter and full-year fiscal 2026 revenue guidance above the prior-year quarter's level, with GAAP EPS guidance for the second quarter of $1.35 to $1.45.
Net revenues were $1.559 billion, up from $1.541 billion; GAAP net income was $233 million versus $248 million; GAAP diluted EPS was $1.15 versus $1.17.
Billings grew 4% to $1.511 billion; cash provided by operations was $673 million versus $341 million.
Q2 fiscal 2026 net revenue guidance is $1.615 billion to $1.765 billion; full-year guidance is $6.625 billion to $6.875 billion, with full-year GAAP EPS of $5.72 to $6.02.
Next quarterly dividend is $0.52 per share, payable October 22, 2025, to holders of record on October 3, 2025.
Veeva reported fiscal 2026 second-quarter results for the period ended July 31, 2025, with total revenues up 17% year over year to $789.1 million and GAAP net income up 17% to $200.3 million. The company also gave fiscal third-quarter guidance and updated its full fiscal 2026 revenue and non-GAAP outlook, and its CFO said results for all metrics outperformed prior guidance.
Total revenues were $789.1 million, up from $676.2 million a year earlier; subscription services revenues were $659.2 million, up 17%.
GAAP diluted net income per share was $1.19, compared with $1.04; non-GAAP diluted net income per share was $1.99, compared with $1.62.
GAAP results included $30.6 million in litigation settlement-related charges in the quarter.
Fiscal 2026 total revenue guidance is $3,134 million to $3,140 million; third-quarter total revenue guidance is $790 million to $793 million.
BILL reported fourth-quarter and fiscal 2025 results for the period ended June 30, 2025, with total revenue up 12% in the quarter and 13% for the full year, and its board authorized up to $300 million in share repurchases. The company posted a fourth-quarter GAAP net loss of $7.1 million, compared with net income of $7.6 million a year earlier, while full-year GAAP net income was $23.8 million, compared with a net loss of $28.9 million. Shareholders should note that the repurchase program does not obligate the company to buy any specific amount of stock, and fiscal 2026 total revenue guidance is $1,589.5 million to $1,629.5 million.
Q4 fiscal 2025 total revenue was $383.3 million, up 12% year-over-year; core revenue was $345.9 million, up 15%.
Q4 GAAP net loss was $7.1 million, or $0.07 per share, versus net income of $7.6 million in Q4 fiscal 2024; non-GAAP operating income was $56.4 million, down 6%.
Fiscal 2025 total revenue was $1,462.6 million, up 13%, and GAAP net income was $23.8 million versus a net loss of $28.9 million in fiscal 2024.
The $300 million share repurchase program has no set end date; the company expects to fund it with existing cash. Fiscal 2026 non-GAAP net income per diluted share guidance is $2.00 to $2.20.
Nutanix reported fourth-quarter fiscal 2025 revenue of $653.3 million, up 19% from a year earlier, and GAAP net income of $38.7 million, compared with a net loss of $126.1 million in the prior-year quarter. The company also issued a separate release saying its Board authorized repurchases of up to $350 million of Class A common stock, and it gave fiscal 2026 and first-quarter outlooks.
Q4 fiscal 2025 revenue was $653.3 million, up 19% from $548.0 million; fiscal 2025 revenue was $2.54 billion, up 18%.
Q4 GAAP net income was $38.7 million, or $0.13 per diluted share, versus a net loss of $126.1 million, or $(0.51) per share, a year earlier.
Fiscal 2025 free cash flow was $750.2 million; fiscal 2026 free cash flow outlook is $790 million to $830 million.
Board authorized repurchases of up to $350 million of Class A common stock; first-quarter fiscal 2026 revenue outlook is $670 million to $680 million.
REX American Resources reported fiscal second-quarter 2025 net sales and revenue of $158.6 million, up from $148.2 million a year earlier, but net income attributable to REX shareholders fell to $7.1 million from $12.4 million and diluted earnings per share fell to $0.43 from $0.70. The board also declared a 2-for-1 stock split, payable September 15, 2025 to holders of record on September 8, 2025, which would roughly double the outstanding share count to 33,057,574 shares.
Net sales and revenue rose to $158.6 million from $148.2 million, which the company attributes mainly to higher volumes despite lower ethanol and distillers grain prices.
Gross profit fell to $14.3 million from $19.8 million, and diluted EPS fell to $0.43 from $0.70.
The 2-for-1 stock split is a 100% stock dividend payable September 15, 2025 to shareholders of record on September 8, 2025.
Cash, cash equivalents and short-term investments totaled $310.5 million at July 31, 2025, with no bank debt.
Williams-Sonoma reported second-quarter 2025 results for the period ended August 3, 2025, with net revenues of $1.84 billion, diluted EPS of $2.00 versus $1.67 a year earlier, and an operating margin of 17.9%. The company raised its fiscal 2025 net revenue outlook but reiterated its operating margin guidance, noting that higher tariff costs will pressure the flow-through of higher revenue.
Net revenues of $1.84 billion versus $1.79 billion in the second quarter of 2024; comparable brand revenue rose 3.7%.
Diluted EPS of $2.00, up 19.8% from $1.67; operating income of $328 million at a 17.9% margin.
Fiscal 2025 net revenue growth outlook raised to +0.5% to +3.5%; operating margin outlook reiterated at 17.4% to 17.8%.
Returned $280 million to stockholders in the quarter, including $199 million in stock repurchases and $81 million in dividends.
J.M. Smucker reported a fiscal 2026 first-quarter net loss of $0.41 per diluted share, compared with net income of $1.74 per share a year earlier, while net sales fell 1% to $2.1 billion. Adjusted earnings per share fell 22% to $1.90, and operating cash flow was negative $10.6 million. The company raised its full-year net sales growth outlook to 3.0% to 5.0% and its free cash flow outlook to $975.0 million, but kept its adjusted earnings per share guidance at $8.50 to $9.50.
Net sales were $2.1 billion, down $11.8 million or 1%; excluding divestitures and currency, net sales rose 2%.
Net loss per diluted share was $0.41, versus net income of $1.74 per share a year earlier; GAAP operating income fell 87% to $45.6 million.
Adjusted earnings per share were $1.90, down 22% from $2.44.
FY2026 net sales growth outlook raised to 3.0% to 5.0% from 2.0% to 4.0%; adjusted earnings per share guidance unchanged at $8.50 to $9.50; free cash flow outlook raised to $975.0 million from $875.0 million.
Photronics reported third quarter fiscal 2025 revenue of $210.4 million, down 0.3% from a year earlier, and GAAP net income attributable to shareholders of $22.9 million, or $0.39 per diluted share, versus $0.55 a year earlier. The company guided fourth quarter revenue to $201 million to $209 million and non-GAAP diluted EPS to $0.42 to $0.48, and its board raised the share repurchase authorization by $25.0 million.
Q3 fiscal 2025 revenue was $210.4 million, down 0.3% year over year and 0.3% sequentially.
GAAP diluted EPS was $0.39 versus $0.55 a year earlier; non-GAAP diluted EPS was $0.51, the same as a year earlier.
Fourth quarter fiscal 2025 guidance calls for revenue of $201 million to $209 million and non-GAAP diluted EPS of $0.42 to $0.48.
The board approved a $25.0 million increase to the share repurchase authorization.
Kohl's reported second-quarter fiscal 2025 net sales down 5.1% to $3.3 billion, with comparable sales down 4.2%. GAAP diluted EPS was $1.35, helped by a $129 million gain on a credit card interchange fee lawsuit settlement, while adjusted diluted EPS was $0.56 versus $0.59 a year earlier. The company raised its full-year 2025 outlook, and its board reduced the annual cash dividend to $0.50 per share to give the company more balance sheet flexibility.
Net sales fell 5.1% to $3.3 billion; gross margin rose 28 basis points to 39.9%
GAAP diluted EPS of $1.35 versus $0.59 a year earlier; adjusted diluted EPS of $0.56 versus $0.59
Full-year 2025 adjusted diluted EPS guidance of $0.50 to $0.80; net sales expected to decline 5% to 6%
Quarterly dividend of $0.125 per share payable September 24, 2025; presentation says annual dividend reduced to $0.50 per share
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.
Semtech reported second-quarter fiscal 2026 net sales of $257.6 million, up 20% from $215.4 million a year earlier, and adjusted diluted earnings per share of $0.41 versus $0.11. The company posted a GAAP net loss of $27.1 million, or $0.31 per diluted share, after a $42.0 million goodwill impairment, though this compares with a $170.3 million GAAP net loss a year ago. The company also guided third-quarter fiscal 2026 net sales to $266.0 million, plus or minus $5.0 million, and adjusted diluted earnings per share to $0.44, plus or minus $0.03.
Q2 fiscal 2026 net sales were $257.6 million, up from $215.4 million in Q2 fiscal 2025 and $251.1 million in Q1 fiscal 2026.
GAAP net loss was $27.1 million, or $0.31 per diluted share, including a $42.0 million goodwill impairment; the year-ago GAAP net loss was $170.3 million.
Adjusted diluted earnings per share were $0.41, up from $0.11 a year ago; adjusted operating margin was 18.8%, up from 14.2%.
Third-quarter fiscal 2026 outlook: net sales of $266.0 million plus or minus $5.0 million and adjusted diluted earnings per share of $0.44 plus or minus $0.03.
NAPCO Security Technologies reported fiscal 2025 results for the year ended June 30, 2025. Full-year net sales fell 3.8% to $181.6 million and net income fell 12.9% to $43.4 million, while fourth-quarter net sales rose 0.8% to $50.7 million but net income fell 14.1% to $11.6 million. The board also declared a $0.14 quarterly dividend.
Full-year diluted EPS was $1.19, down from $1.34 (down 11.2%); Q4 diluted EPS was $0.33, down from $0.36.
Full-year equipment sales were $95.3 million, down 16%; Q4 equipment sales were $28.3 million, down 5% year over year but up 27% from Q3.
Recurring service revenue rose 14% to $86.3 million for the year and 10% to $22.4 million in Q4, with a 91% gross margin for both periods.
Dividend of $0.14 per share is payable October 3, 2025, to shareholders of record on September 12, 2025.
Buckle reported second-quarter results for the fiscal quarter ended August 2, 2025. Net income was $45.0 million, or $0.89 per diluted share, up from $39.3 million, or $0.78 per diluted share, a year earlier, while net sales rose 8.3% to $305.7 million and comparable store net sales increased 7.3%. The release does not include forward guidance, so shareholders get a view of the quarter's results but no new outlook from this filing.
Net income was $45.0 million versus $39.3 million a year earlier; diluted EPS was $0.89 versus $0.78.
Net sales rose 8.3% to $305.7 million; comparable store net sales increased 7.3%.
Online sales increased 17.7% to $43.6 million for the quarter.
For the 26-week period, net income was $80.2 million, or $1.59 per diluted share, versus $74.1 million, or $1.48, a year earlier.
BJ's Wholesale Club reported second-quarter fiscal 2025 results for the thirteen weeks ended August 2, 2025, with net sales up 3.2% to $5.26 billion and net income up 3.9% to $150.7 million. The company raised and narrowed its fiscal 2025 adjusted EPS outlook to $4.20 to $4.35, though total comparable club sales fell 0.3% due to lower gasoline prices.
Diluted EPS rose to $1.14 from $1.08, and adjusted EPS was $1.14 versus $1.09 a year earlier.
Comparable club sales excluding gasoline rose 2.3%, while total comparable club sales declined 0.3% because of lower fuel prices.
Fiscal 2025 adjusted EPS outlook is $4.20 to $4.35; the company also projects capital expenditures of approximately $800 million.
Membership fee income rose 9.0% to $123.3 million, and the member count reached a record 8 million.
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.
Nordson reported fiscal third-quarter 2025 sales of $742 million, up 12% from a year earlier, and diluted EPS of $2.22 versus $2.04, with adjusted EPS up 13% to $2.73. The company affirmed its full-year guidance, though sales are now tracking slightly below the midpoint and adjusted EPS slightly above it. The board also approved a $500 million share repurchase, bringing total authorization to about $793 million.
Third-quarter sales were $742 million, up from $662 million; organic sales rose 2%, acquisitions added 8%, and currency added 2%.
Diluted EPS was $2.22 versus $2.04; adjusted diluted EPS was $2.73 versus $2.41, up 13%.
Backlog fell about 5% sequentially; full-year sales are tracking slightly below and adjusted EPS slightly above the midpoint of original guidance.
On August 18, 2025, the board authorized an additional $500 million in repurchases; total authorization is about $793 million, including about $293 million previously remaining.
John B. Sanfilippo & Son reported fiscal 2025 fourth-quarter and full-year results. Quarterly diluted EPS rose 33.7% even as net sales slipped 0.2% and gross profit fell 2.4%, while full-year net sales rose 3.8% but diluted EPS fell 2.3%. The release gives no numeric fiscal 2026 forecast and cites tariffs, inflation and commodity costs as ongoing uncertainties.
Q4 net sales fell 0.2% to $269.1 million; Q4 diluted EPS rose 33.7% to $1.15
Full-year net sales rose 3.8% to $1.11 billion; full-year diluted EPS fell 2.3% to $5.03
Gross profit margin fell to 18.4% for the full year from 20.1%, mainly due to higher commodity acquisition costs
Special dividend of $0.60 per share and annual dividend of $0.90 per share, both payable September 11, 2025
Coty reported fiscal 2025 net revenue of $5,892.9 million, down 4%, and a reported net loss of $381.1 million, compared with net income of $76.2 million a year earlier. The loss reflects a $212.8 million non-cash asset impairment and a $248.1 million equity swap mark-to-market hit. The company expects first-quarter fiscal 2026 LFL sales to decline 6% to 8% and adjusted EBITDA to fall in the mid-to-high teens percentage, with a return to growth in the second half.
FY25 reported net loss was $381.1 million, or $(0.44) per diluted share, versus net income of $76.2 million in FY24.
Q4 net revenue was $1,252.4 million, down 8%, and Q4 adjusted EBITDA was $126.7 million, down 23%.
Guidance: 1Q26 LFL sales decline of 6% to 8%; 1Q26 adjusted EBITDA decline in the mid-to-high teens percentage.
1H26 adjusted EPS expected at $0.33 to $0.36; free cash flow in 1H26 expected to exceed $350 million.
Estée Lauder reported fiscal 2025 net sales of $14.33 billion, down 8% from the prior year, and a net loss of $3.15 per diluted share, compared with earnings of $1.08 per share a year earlier. Results were weighed down by $815 million of higher goodwill and intangible asset impairment charges and $362 million of restructuring and other charges, while adjusted diluted earnings per share fell 42% to $1.51. The company affirmed its fiscal 2026 outlook for a return to positive sales growth and improved operating profitability.
Net sales were $14,326 million, down from $15,608 million, and operating results swung to a loss of $785 million from income of $970 million.
Adjusted diluted net earnings per share were $1.51, compared with $2.59, and adjusted operating margin was 8.0%, compared with 10.2%.
Operating cash flow fell to $1.27 billion from $2.36 billion, and dividends paid were $618 million, down from $947 million.
The company affirmed its fiscal 2026 outlook; the filing states it includes estimates for fiscal 2026 full-year net sales and diluted net earnings per share.
Dycom reported fiscal 2026 second-quarter results for the period ended July 26, 2025, with contract revenues up 14.5% to $1.378 billion and GAAP net income up 42.5% to $97.5 million. The company reaffirmed its full-year fiscal 2026 contract revenue outlook of $5.290 billion to $5.425 billion and gave a third-quarter outlook, which shareholders can use to compare future results with the company's expectations.
Q2 GAAP diluted EPS was $3.33, up from $2.32 a year earlier; Adjusted EBITDA was $205.5 million, or 14.9% of contract revenues, up 29.8%
Organic contract revenue growth was 3.4%; revenue from acquired businesses was $139.8 million versus $5.7 million a year earlier
Fiscal 2026 contract revenue outlook of $5.290 billion to $5.425 billion was reaffirmed, excluding storm restoration revenue
Q3 fiscal 2026 outlook (quarter ending October 25, 2025): contract revenues $1.38 billion to $1.43 billion, Adjusted EBITDA $198 million to $213 million, diluted EPS $3.03 to $3.36
Target reported second quarter 2025 net sales of $25.2 billion, down 0.9% from last year, and diluted EPS of $2.05 versus $2.57 a year earlier. Operating income fell 19.4% to $1.3 billion, and the company kept its fiscal 2025 guidance unchanged while its board named Michael Fiddelke as its next CEO.
Net sales were $25.2 billion, down 0.9%; comparable sales fell 1.9%, with comparable store sales down 3.2% and digital up 4.3%.
Diluted EPS was $2.05 compared with $2.57 in 2024, a 20.2% decline; operating income margin rate was 5.2% versus 6.4%.
Fiscal 2025 guidance was maintained: GAAP EPS of $8.00 to $10.00 and adjusted EPS of approximately $7.00 to $9.00.
The board unanimously appointed Michael Fiddelke as Target's next CEO; no stock was repurchased in the second quarter.
Toll Brothers reported fiscal third-quarter results for the period ended July 31, 2025, with net income of $369.6 million, or $3.73 per diluted share, up from $3.60 a year earlier. Home sales revenue rose 6% to $2.88 billion, but home sales gross margin fell to 25.6% from 27.4%, and backlog value declined 10% year over year. The release also sets fourth-quarter and full fiscal 2025 guidance, including 11,200 full-year deliveries.
Net income $369.6 million, or $3.73 per diluted share, vs. $374.6 million, or $3.60, a year earlier; pre-tax income $499.5 million vs. $503.6 million
Home sales revenue $2.88 billion, up 6%, on 2,959 delivered homes; net signed contract value flat at $2.41 billion
Home sales gross margin 25.6% vs. 27.4%; adjusted home sales gross margin 27.5% vs. 28.8%
Backlog value $6.38 billion, down 10%; full-year fiscal 2025 guidance of 11,200 deliveries and 27.25% adjusted gross margin
Jack Henry reported fourth quarter and full fiscal 2025 results for the period ended June 30, 2025. Full-year GAAP revenue rose 7.2% to $2.4 billion, and GAAP EPS was $6.24, up from $5.23 a year earlier. The company also issued fiscal 2026 GAAP guidance of $6.32 to $6.44 per diluted share, which assumes no acquisitions or dispositions and implies EPS growth of 1.3% to 3.3%.
Fourth quarter GAAP revenue was $615.4 million, up 9.9%, and GAAP EPS was $1.75 versus $1.38.
Fiscal 2025 GAAP net income was $455.7 million, up 19.4%, and GAAP EPS was $6.24 versus $5.23.
Fiscal 2026 GAAP revenue guidance is $2.475 billion to $2.504 billion.
Cash and equivalents were $102.0 million at June 30, 2025, and credit facility debt was zero, down from $150.0 million a year earlier.
La-Z-Boy reported fiscal first-quarter 2026 results for the quarter ended July 26, 2025, with sales down 1% and GAAP diluted EPS down 28% from a year earlier. The company also guided to fiscal second-quarter sales of $510 million to $530 million and an adjusted operating margin of 4.5% to 6.0%, and said it is evaluating alternatives to address financial pressure from non-core parts of its business.
Sales were $492 million, down 1% from $495.5 million a year earlier; Retail written sales rose 5%, but Retail same-store written sales fell 4%.
GAAP diluted EPS was $0.44 versus $0.61; adjusted diluted EPS was $0.47 versus $0.62.
GAAP operating margin was 4.5% versus 6.5%; Joybird delivered sales fell 20% to $28 million.
Second-quarter outlook: sales of $510 million to $530 million and adjusted operating margin of 4.5% to 6.0%.
Fabrinet reported fourth-quarter fiscal 2025 revenue of $909.7 million, up from $753.3 million a year earlier, with GAAP net income of $87.2 million and non-GAAP diluted EPS of $2.65 versus $2.41. The company guided first-quarter fiscal 2026 revenue to $910 million to $950 million. The filing also disclosed fiscal 2026 executive bonus targets, salary increases and equity grants approved August 12, 2025, with incentive pay tied to revenue and non-GAAP operating margin.
Q4 GAAP net income was $87.2 million, compared with $81.1 million a year earlier
Fiscal 2025 revenue was $3.42 billion, compared with $2.88 billion in fiscal 2024
Q1 fiscal 2026 guidance: revenue of $910 million to $950 million; non-GAAP EPS of $2.75 to $2.90
CEO Seamus Grady's fiscal 2026 target cash bonus is $1,932,000 and his base salary rises to $1,380,000
Flowers Foods reported second-quarter results for the 12 weeks ended July 12, 2025. Net sales rose 1.5% to $1.243 billion, helped by the Simple Mills acquisition, while net income fell 12.8% to $58.4 million and diluted EPS fell to $0.28 from $0.32. The company also lowered its fiscal 2025 guidance for net sales, adjusted EBITDA and adjusted diluted EPS, citing softer traditional loaf sales and a more competitive environment.
Net sales rose 1.5% to $1.243 billion; Simple Mills added 5.1 percentage points, while pricing/mix fell 1.2% and volume fell 2.4%.
Net income fell 12.8% to $58.4 million; adjusted diluted EPS fell to $0.30 from $0.36.
Fiscal 2025 adjusted EBITDA guidance is $512 million to $538 million, down from $534 million to $562 million.
Fiscal 2025 adjusted diluted EPS guidance is $1.00 to $1.10, down from $1.05 to $1.15.
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.