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).
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.
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
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.
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.
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.
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
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.