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
Inspire Medical Systems said Chief Financial Officer Richard Buchholz will step down to pursue other professional opportunities, effective December 31, 2025 or the day before a permanent successor starts, whichever is earlier. The company said his decision was not due to any disagreement over operations, policies, or accounting and financial reporting, and it has begun a search for a new CFO. The company also reaffirmed its full-year 2025 guidance.
Buchholz will remain principal financial and accounting officer until his resignation takes effect, then serve in a financial advisory role through February 28, 2026
Transition terms include a cash payment equal to nine months of his 2025 base salary and up to nine months of COBRA coverage
Full-year 2025 guidance reaffirmed: revenue of $900 million to $910 million, gross margin of 84% to 86%, and diluted net income per share of $0.40 to $0.50
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%
Indivior PLC said on August 26, 2025 that it began an initial cost-cutting initiative under its Indivior Action Agenda, which aims to simplify the organization by eliminating non-essential activities. The company expects total pre-tax restructuring charges of $39 million to $50 million, of which $27 million to $35 million will be cash, mostly in the third and fourth quarters of 2025, and it is exploring strategic alternatives for OPVEE and its non-U.S. business. The charges reduce near-term earnings, while the company says the actions are designed to generate operational momentum.
Headcount reductions: pre-tax severance and exit charges of about $16 million to $19 million, mostly in Q3 2025
Real estate consolidation: pre-tax cash and non-cash asset charges of about $15 million to $22 million in Q3 2025
Consulting, legal and tax planning: pre-tax expenses of about $8 million to $9 million in Q3 2025
Company will exclude these charges from non-GAAP measures and may incur further one-time costs if it divests or restructures OPVEE or non-U.S. assets
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.