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8-K filings in September 2025, explained

427 material Form 8-K filings that 376 companies we cover made with the SEC in September 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).

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AEO Q2 operating income rises 2% to $103 million; revenue dips 1% to $1.28 billion

Mixed earnings Written later 2.02

American Eagle Outfitters reported second quarter results for the period ended August 2, 2025, with net revenue of $1.28 billion, down 1% from last year, while operating income rose 2% to $103 million and diluted earnings per share rose to $0.45 from $0.39. The company also issued full-year fiscal 2025 adjusted operating income guidance of $255 million to $265 million, and said it has repurchased $231 million of shares year to date.

  • Q2 net revenue was $1.28 billion, down 1% year over year; total comparable sales decreased 1%.
  • Q2 diluted EPS was $0.45 versus $0.39 a year earlier; operating income was $103 million, up 2%.
  • Fiscal 2025 operating income guidance is $255 million to $265 million on an adjusted basis; third quarter guidance is $95 million to $100 million.
  • Year-to-date share repurchases total $231 million, reducing shares by 20 million, or roughly 10% of outstanding diluted shares.
Read the filing on SEC.gov ↗

HPE revenue rises to $9.1 billion, but Q3 earnings per share fall from a year earlier

Mixed earnings Written later 2.027.01

HPE reported fiscal third-quarter 2025 results for the quarter ended July 31, 2025, with revenue of $9.1 billion, up 19% from a year earlier. The quarter included Juniper Networks results from its July 2, 2025 acquisition close. Per-share profit fell: GAAP diluted EPS was $0.21 versus $0.38 a year earlier, and non-GAAP diluted EPS was $0.44 versus $0.50.

  • Revenue of $9.1 billion, up 19% from the prior-year quarter; Networking revenue of $1.7 billion, up 54%
  • GAAP diluted EPS of $0.21, down $0.17 from the prior-year quarter; non-GAAP diluted EPS of $0.44, down $0.06
  • Fourth-quarter outlook: revenue of $9.7 billion to $10.1 billion and non-GAAP diluted EPS of $0.56 to $0.60
  • Quarterly dividend of $0.13 per share, with a September 18, 2025 record date and payment on or about October 17, 2025
Read the filing on SEC.gov ↗
CXMSprinklr, Inc. Sep 3, 7:15 AM ET

Sprinklr Q2 revenue up 8% to $212.0 million; CFO Sarin to leave Sept. 19

Positive earnings Written later 2.025.027.01

Sprinklr reported second-quarter fiscal 2026 results with total revenue up 8% to $212.0 million and GAAP net income of $12.6 million, compared with $1.8 million a year earlier. The company also said CFO Manish Sarin will leave on September 19, 2025, with CEO Rory Read serving as interim CFO while Sprinklr searches for a permanent replacement. For shareholders, improved results and new fiscal 2026 guidance come alongside a change in senior finance leadership.

  • Q2 total revenue was $212.0 million, up from $197.2 million; subscription revenue was $188.5 million, up 6%.
  • GAAP diluted EPS was $0.05 versus $0.01 a year earlier; non-GAAP diluted EPS was $0.13 versus $0.08.
  • Guidance: Q3 total revenue of $209 million to $210 million; fiscal 2026 total revenue of $837 million to $839 million and non-GAAP EPS of $0.42 to $0.43.
  • CFO Manish Sarin leaves September 19, 2025; Rory Read is interim CFO; Scott Millard joins as Chief Revenue Officer on September 22, 2025.
Read the filing on SEC.gov ↗
DLTRDOLLAR TREE, INC. Sep 3, 6:32 AM ET

Dollar Tree Q2 sales rise 12.3%, diluted EPS $0.75; raises full-year net sales outlook

Positive earnings Written later 2.027.01

Dollar Tree reported fiscal second-quarter 2025 results on September 3, 2025, with net sales up 12.3% to $4.6 billion and diluted EPS from continuing operations of $0.75, compared with $0.66 a year earlier. The company raised its full-year net sales outlook to $19.3 billion to $19.5 billion and updated its adjusted EPS outlook to $5.32 to $5.72, while expecting third-quarter adjusted EPS similar to the prior year as a $0.20 tariff-timing benefit reverses.

  • Q2 net sales rose 12.3% to $4.6 billion; same-store net sales rose 6.5%.
  • Diluted EPS from continuing operations was $0.75 vs. $0.66; adjusted diluted EPS was $0.77, including about $0.20 of positive timing impact from inventory mark-on and tariffs.
  • Full-year fiscal 2025 net sales outlook raised to $19.3 billion to $19.5 billion; adjusted EPS outlook set at $5.32 to $5.72.
  • As of August 2, 2025, $2.4 billion remained under the $2.5 billion share repurchase authorization; the Family Dollar sale closed July 5, 2025.
Read the filing on SEC.gov ↗

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.