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).
Quanex reported net sales of $495.3 million for the quarter ended July 31, 2025, up 76.7% from a year earlier, mainly due to the Tyman acquisition. A $302.3 million non-cash goodwill impairment tied to the re-segmentation of the business drove a net loss of $276.0 million, or $6.04 per diluted share, compared with net income of $25.4 million a year earlier. The company also updated its fiscal 2025 guidance to about $1.82 billion in net sales and about $235 million in Adjusted EBITDA.
Q3 net sales $495.3 million, up from $280.3 million; excluding Tyman, sales rose 1.4%
Net loss of $276.0 million, or $6.04 per diluted share, versus $0.77 per share a year earlier
Adjusted diluted EPS $0.69 versus $0.81 a year earlier; Adjusted EBITDA $70.3 million
Fiscal 2025 guidance: net sales of approximately $1.82 billion and Adjusted EBITDA of approximately $235 million
Copart reported fourth-quarter fiscal 2025 results for the three months ended July 31, 2025, with revenue of $1.1 billion, up 5.2%, and net income attributable to Copart of $396 million, up 22.9%. Diluted earnings per share were $0.41, compared with $0.33 a year earlier, and full-year results also rose, with diluted EPS of $1.59 versus $1.40. The filing reports no guidance changes.
Q4 revenue was $1.1 billion, up $56.1 million or 5.2%; gross profit was $510 million, up 12.4%
Q4 diluted EPS was $0.41 versus $0.33 last year, an increase of 24.2%
Full-year fiscal 2025 revenue was $4.6 billion, up 9.7%, and net income attributable to Copart was $1.6 billion, up 13.9%
Results were released September 4, 2025, with a conference call held the same day at 5:30 p.m. Eastern Time
Guidewire reported unaudited results for the fourth quarter and fiscal year ended July 31, 2025. Quarterly revenue rose 22% and GAAP net income more than tripled from the prior-year quarter, while the company also issued fiscal 2026 revenue guidance of $1,385 million to $1,405 million.
Q4 total revenue was $356.6 million, up 22% from $291.5 million a year earlier
Q4 GAAP net income was $52.0 million, or $0.60 per diluted share, versus $16.8 million, or $0.20, a year earlier
Fiscal 2025 total revenue was $1,202.5 million, up 23%, and GAAP net income was $69.8 million versus a $6.1 million loss in fiscal 2024
Fiscal 2026 outlook: total revenue of $1,385 million to $1,405 million and ending ARR of $1,210 million to $1,220 million
UiPath reported fiscal second quarter 2026 results for the period ended July 31, 2025, with revenue of $362 million, up 14% year over year, and a GAAP net income of $1.6 million, compared with a net loss of $86.1 million a year earlier. The company also disclosed that an entity controlled by CEO Daniel Dines adopted a trading plan on July 11, 2025 to sell up to 5,000,000 Class A shares through April 17, 2026, subject to limit prices.
Q2 revenue of $362 million, up 14% year over year; ARR of $1.723 billion, up 11%
GAAP net income of $1.6 million ($0.00 per share) vs. a net loss of $86.1 million in the year-earlier quarter; GAAP operating loss of $20 million
Q3 fiscal 2026 revenue guidance of $390 million to $395 million; full-year fiscal 2026 revenue guidance of $1.571 billion to $1.576 billion
IceVulcan Investments Ltd., controlled by Daniel Dines, plans to sell up to 5,000,000 Class A shares through April 17, 2026
lululemon reported second-quarter fiscal 2025 revenue up 7% to $2.5 billion, but diluted EPS fell to $3.10 from $3.15 a year earlier and operating income declined 3%. The company revised its full-year outlook, now expecting 2025 revenue of $10.850 billion to $11.000 billion and diluted EPS of $12.77 to $12.97, citing U.S. business underperformance and an estimated $240 million gross profit reduction from tariffs.
Q2 net revenue rose 7% to $2.5 billion; Americas comparable sales fell 4% and international comparable sales rose 15%.
Q2 gross margin fell 110 basis points to 58.5%; operating margin fell 210 basis points to 20.7%.
Full-year 2025 EPS guidance is $12.77 to $12.97; third-quarter EPS is expected at $2.18 to $2.23.
Inventories rose 21% to $1.7 billion, and cash and equivalents stood at $1.2 billion at quarter end.
Docusign reported results for the quarter ended July 31, 2025, with revenue of $800.6 million, up 9% year over year, while non-GAAP diluted earnings per share fell to $0.92 from $0.97. GAAP diluted EPS was $0.30 versus $4.26 a year earlier, a period that included a large income tax benefit. The company also named Mike Rosenbaum to its board and said James Beer will succeed Maggie Wilderotter as Board Chair at the end of the current fiscal year.
Revenue was $800.6 million, up 9% year over year; subscription revenue was $784.4 million
Non-GAAP diluted EPS was $0.92 versus $0.97; GAAP diluted EPS was $0.30 versus $4.26
Fiscal 2026 total revenue guidance is $3,189 million to $3,201 million, about 7% growth
Mike Rosenbaum joined the board effective September 3, 2025; James Beer named next Board Chair
Argan reported results for the quarter ended July 31, 2025. Revenue rose to $237.7 million from $227.0 million a year earlier, and net income more than doubled to $35.3 million, or $2.50 per diluted share, versus $18.2 million, or $1.31, in the prior-year quarter. Project backlog reached $1.95 billion, up from $1.36 billion at January 31, 2025, and the company reported no debt.
Revenue of $237.7 million, up $10.7 million or 4.7% from $227.0 million
Net income of $35.3 million, or $2.50 per diluted share, versus $18.2 million, or $1.31, a year earlier
Gross margin of 18.6% versus 13.7%, mainly from improved margins in the Power Industry Services segment
Project backlog of $1.953 billion at July 31, 2025, up from $1.361 billion at January 31, 2025
Wiley reported first-quarter fiscal 2026 results for the quarter ended July 31, 2025. GAAP revenue fell to $397 million from $404 million, while GAAP diluted EPS was $0.22 versus a loss of $0.03 a year earlier, and adjusted EPS rose 2% to $0.49. Adjusted EBITDA fell 3% to $70 million, and the company reaffirmed its full-year fiscal 2026 outlook, which shareholders can compare against these mixed quarterly results.
GAAP revenue of $397 million compared with $404 million a year earlier; adjusted revenue rose 1% at constant currency.
Research revenue of $282 million rose 6% as reported, helped by $16 million of AI licensing revenue versus $1 million a year earlier.
Learning revenue of $115 million fell 7% as reported, largely due to prior-year AI licensing revenue and softness in Professional.
Fiscal 2026 outlook reaffirmed, including adjusted EPS of $3.90 to $4.35 and free cash flow of approximately $200 million.
G-III Apparel reported second-quarter fiscal 2026 net sales of $613.3 million, down 5% from a year earlier, and net income of $10.9 million, or $0.25 per diluted share, versus $0.53 a year earlier. It also updated fiscal 2026 guidance, now projecting net income of $112.0 million to $122.0 million, well below the $193.6 million reported for fiscal 2025, citing the macro environment, a more cautious outlook from retail partners and tariffs.
Q2 net sales of $613.3 million, down 5% from $644.8 million; net income of $10.9 million, or $0.25 per diluted share, versus $24.2 million, or $0.53, a year earlier.
Fiscal 2026 net income expected at $112.0 million to $122.0 million, or $2.53 to $2.73 per diluted share, versus $193.6 million, or $4.20, in fiscal 2025.
Estimated incremental tariff cost of approximately $155 million; remaining unmitigated impact of $75 million is reflected in fiscal 2026 guidance.
Repurchased 1,140,988 shares for $24.6 million in the second quarter; total debt was $15.5 million at July 31, 2025, versus $414.0 million a year earlier.
Brady Corporation reported fiscal 2025 fourth-quarter results with sales up 15.7% to $397.3 million, including 11.3 points from acquisitions, while GAAP diluted EPS fell to $1.04 from $1.15. Adjusted diluted EPS rose 5.9% to a record $1.26, and the company issued fiscal 2026 GAAP EPS guidance of $4.55 to $4.85 and adjusted guidance of $4.85 to $5.15. Its board also approved a dividend increase to $0.98 per share from $0.96 per share.
Q4 fiscal 2025 sales were $397.3 million vs. $343.4 million a year earlier; organic growth was 2.4%.
Q4 GAAP diluted EPS was $1.04 vs. $1.15; adjusted diluted EPS was a record $1.26 vs. $1.19.
Fiscal 2026 guidance: GAAP diluted EPS of $4.55 to $4.85 and adjusted diluted EPS of $4.85 to $5.15.
Annual dividend raised to $0.98 per share from $0.96; quarterly payment of $0.245 on October 31, 2025 to holders of record on October 10, 2025.
Ciena reported fiscal third-quarter 2025 results for the quarter ended August 2, 2025, with revenue up 29.4% from a year earlier and GAAP net income more than tripling to $50.3 million. The company also gave fiscal fourth-quarter 2025 revenue and adjusted expense ranges, and repurchased about 1.0 million shares for $81.8 million during the quarter.
Q3 revenue of $1.22 billion vs. $942.3 million in Q3 fiscal 2024; GAAP gross margin 41.3% vs. 42.9%
GAAP diluted EPS $0.35 vs. $0.10; adjusted (non-GAAP) diluted EPS $0.67 vs. $0.35
Q4 fiscal 2025 outlook: revenue $1.24 billion to $1.32 billion; adjusted gross margin 42% to 43%; adjusted operating expense $390 million to $400 million
Share repurchases of about 1.0 million shares for $81.8 million in the quarter
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.