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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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FDSFACTSET RESEARCH SYSTEMS INC Sep 17, 6:19 PM ET

FactSet Q4 revenue rises 6.2%; fiscal 2026 GAAP EPS guidance below fiscal 2025

Mixed earnings Written later 2.025.025.03

FactSet reported fourth-quarter fiscal 2025 GAAP revenue of $596.9 million, up 6.2%, and adjusted diluted EPS of $4.05, up 8.3%, while adjusted operating margin fell 200 basis points to 33.8%. The company guided fiscal 2026 GAAP diluted EPS to $14.55 to $15.25, below the $15.55 reported for fiscal 2025, and also disclosed a director resignation and bylaw changes.

  • Q4 GAAP revenue $596.9 million, up 6.2% from $562.2 million; organic revenue up 4.5%
  • Q4 GAAP diluted EPS $4.03, up 73.7%, aided by a gain on a business divestiture; adjusted diluted EPS $4.05, up 8.3%
  • Fiscal 2026 guidance: GAAP revenue $2,423 million to $2,448 million; GAAP diluted EPS $14.55 to $15.25; adjusted diluted EPS $16.90 to $17.60
  • Director James J. McGonigle, on the Board since 2002, resigned effective December 1, 2025; bylaws amended September 16, 2025
Read the filing on SEC.gov ↗
GISGENERAL MILLS INC Sep 17, 7:05 AM ET

General Mills Q1 sales fall 7% to $4.5 billion; reported profit rises on yogurt gain

Mixed earnings Written later 2.02

General Mills reported fiscal first-quarter 2026 results for the period ended August 24, 2025. Net sales fell 7% to $4.5 billion, while reported operating profit and diluted EPS more than doubled, mainly because of a $1.05 billion gain on the sale of its U.S. yogurt business. Adjusted diluted EPS fell 20% in constant currency, and the company reaffirmed its full-year fiscal 2026 targets, which call for adjusted operating profit and adjusted EPS to both decline 10 to 15 percent in constant currency.

  • Net sales were $4.5 billion, down 7%; organic net sales were down 3%.
  • Operating profit was $1.7 billion, up 108%, including the $1.05 billion divestiture gain; adjusted operating profit was $711 million, down 18% in constant currency.
  • Diluted EPS was $2.22, up 116%; adjusted diluted EPS was $0.86, down 20% in constant currency.
  • Fiscal 2026 targets were reaffirmed: adjusted operating profit and adjusted diluted EPS are both expected to be down 10 to 15 percent in constant currency.
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.