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).
Concentrix reported fiscal third-quarter 2025 results for the period ended August 31, 2025, with revenue up 4.0% to $2.48 billion and GAAP net income rising to $88.1 million from $16.6 million. Non-GAAP operating income and non-GAAP diluted EPS both declined year-on-year, while the company raised its full-year constant currency revenue growth outlook and increased its quarterly dividend. For shareholders, the top line and GAAP profit improved, but the company's adjusted profit measures fell.
Revenue of $2.48 billion, up 4.0% year-on-year (2.6% on a constant currency basis), exceeding the company's guidance for the quarter.
Non-GAAP diluted EPS of $2.78 vs. $2.87 a year earlier, down 3.1%; GAAP diluted EPS of $1.34 vs. $0.25.
Full-year fiscal 2025 constant currency revenue growth outlook raised to 1.75% to 2.0%; fourth-quarter reported revenue expected at $2.525 billion to $2.550 billion.
Quarterly dividend increased to $0.36 per share from $0.33275, payable November 4, 2025.
Jabil reported preliminary, unaudited fourth-quarter fiscal 2025 net revenue of $8.3 billion, up from $6.96 billion a year earlier, and core diluted EPS of $3.29, up from $2.30. For fiscal 2026 it expects revenue of about $31.3 billion and core diluted EPS of $11.00, which gives shareholders a numeric baseline for the year ahead.
Q4 fiscal 2025 net revenue $8.3 billion; U.S. GAAP diluted EPS $1.99 vs. $1.18 a year earlier
Fiscal 2025 net revenue $29.8 billion; core diluted EPS $9.75 vs. $8.49; U.S. GAAP diluted EPS $5.92 vs. $11.17, which lapped a $942 million gain in fiscal 2024
CarMax reported second quarter fiscal 2026 results for the period ended August 31, 2025. Net earnings fell 28.2% to $95.4 million, and diluted earnings per share were $0.64 versus $0.85 a year earlier, as retail used unit sales declined 5.4% and the CarMax Auto Finance loan loss provision rose. The company also set plans for at least $150 million in SG&A reductions over the next 18 months.
Net earnings were $95.4 million versus $132.8 million a year earlier; diluted EPS was $0.64 versus $0.85.
Retail used unit sales fell 5.4% to 199,729 units, and total gross profit decreased 5.6% to $717.7 million.
CarMax Auto Finance provision for loan losses rose to $142.2 million from $112.6 million, and CAF income fell 11.2% to $102.6 million.
The company established plans for SG&A reductions of at least $150 million over the next 18 months and repurchased $180.0 million of shares in the quarter.
H.B. Fuller reported third-quarter fiscal 2025 results, with net revenue down 2.8% year-on-year to $892 million while adjusted EPS rose 12% to $1.26 on higher adjusted net income and fewer shares outstanding. The company tightened its fiscal 2025 guidance range, now expecting adjusted EPS of $4.10 to $4.25 and revenue down 2% to 3%, citing a subdued economic backdrop.
Q3 net revenue was $892 million, down 2.8%; up 1.6% excluding the flooring divestiture
Reported diluted EPS was $1.22 versus $0.98 a year earlier; adjusted diluted EPS was $1.26, up 12%
Adjusted EBITDA was $171 million, up 3%, with an adjusted EBITDA margin of 19.1%, up 110 basis points
Fiscal 2025 guidance: adjusted EPS $4.10 to $4.25, adjusted EBITDA $615 million to $625 million, revenue down 2% to 3%
TD SYNNEX reported fiscal third-quarter 2025 results for the period ended August 31, 2025, with revenue of $15.7 billion, up 6.6% year over year, and GAAP diluted EPS of $2.74, up from $2.08. The company also declared a quarterly dividend of $0.44 per share and gave fiscal fourth-quarter 2025 revenue and EPS ranges, which shareholders can compare against future results.
Q3 revenue of $15.7 billion, up 6.6%; net income of $226.8 million, up 27.0%
GAAP diluted EPS of $2.74 vs. $2.08 a year earlier; non-GAAP diluted EPS of $3.58 vs. $2.86
Q4 2025 outlook: revenue of $16.5 billion to $17.3 billion; GAAP diluted EPS of $2.50 to $3.00
Quarterly dividend of $0.44 per share, payable October 31, 2025, to holders of record on October 17, 2025
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.