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).
NIKE reported fiscal first-quarter 2026 results for the period ended August 31, 2025. Revenue rose 1% to $11.7 billion on a reported basis but fell 1% on a currency-neutral basis, while net income fell 31% to $727 million and diluted EPS fell 30% to $0.49. The company cited lower average selling prices from higher discounts and channel mix, plus higher tariffs in North America, as pressures on gross margin, which dropped 320 basis points to 42.2%.
Revenue was $11.7 billion, up 1% reported and down 1% currency-neutral; NIKE Direct fell 4% to $4.5 billion and Wholesale rose 7% to $6.8 billion.
Gross margin decreased 320 basis points to 42.2%, primarily due to lower average selling price and higher tariffs in North America.
Net income was $727 million, down 31%; diluted EPS was $0.49 versus $0.70 a year earlier.
The company returned about $714 million to shareholders, including $591 million in dividends and $123 million in share repurchases.
Paychex reported first-quarter fiscal 2026 results for the three months ended August 31, 2025, with total revenue up 17% to $1.54 billion, driven largely by the Paycor acquisition. GAAP diluted earnings per share fell 10% to $1.06 because of acquisition-related costs, while adjusted diluted earnings per share rose 5% to $1.22. The company now expects fiscal 2026 adjusted diluted earnings per share to grow 9% to 11%, and other guidance is unchanged.
Total revenue rose 17% to $1.54 billion; operating income fell 1% to $541.9 million
GAAP diluted EPS fell 10% to $1.06; adjusted diluted EPS rose 5% to $1.22
Fiscal 2026 adjusted diluted EPS growth now expected at 9% to 11%
Paycor acquisition, completed in April 2025, contributed about 17% to Management Solutions revenue growth
Lamb Weston reported first-quarter fiscal 2026 net sales of $1,659.3 million, up $5.2 million from a year earlier, but net income fell 50% to $64.3 million and diluted EPS fell 48% to $0.46, including $31.9 million of pre-tax cash charges mostly tied to its Cost Savings Program. The company reaffirmed its fiscal 2026 targets, which matters because shareholders now see flat sales and sharply lower reported profit, with guidance unchanged rather than cut.
Net sales were $1,659.3 million, up $5.2 million, but down 1% at constant currency as a 6% volume gain was offset by a 7% price/mix decline
Net income was $64.3 million versus $127.4 million, and diluted EPS was $0.46 versus $0.88; adjusted diluted EPS was $0.74, down 5%
Fiscal 2026 targets reaffirmed: constant-currency net sales of $6.35 billion to $6.55 billion and Adjusted EBITDA of $1.00 billion to $1.20 billion
The Board declared a quarterly dividend of $0.37 per share, payable November 28, 2025 to holders of record on October 31, 2025
United Natural Foods reported a fourth-quarter fiscal 2025 net loss of $87 million, or $1.43 per diluted share, versus a $37 million loss a year earlier, and adjusted EBITDA of $116 million, down 18.9%. Full-year free cash flow rose to $239 million from negative $92 million, and the company issued fiscal 2026 guidance calling for adjusted EBITDA of $630-700 million and net income of $0-50 million. Shareholders get a weaker quarter alongside better cash generation and a first outlook for the coming year.
Q4 fiscal 2025 net loss of $87 million ($1.43 per diluted share) vs. $37 million ($0.63) a year earlier
Q4 adjusted EBITDA of $116 million, down 18.9% from $143 million, including a $26 million cybersecurity incident charge
Fiscal 2025 free cash flow of $239 million vs. negative $92 million in fiscal 2024
Fiscal 2026 outlook: net sales $31.6-32.0 billion, net income $0-50 million, adjusted EPS $1.50-2.30
Worthington Steel reported first-quarter fiscal 2026 results for the three months ended August 31, 2025, with net sales up 5% to $872.9 million and net earnings attributable to the company up to $36.8 million from $28.4 million a year earlier. The company also declared a $0.16 per share quarterly dividend and held its annual meeting, where shareholders re-elected directors and approved the executive pay proposal, but operating cash flow turned negative at $5.0 million.
Diluted EPS was $0.72 versus $0.56; adjusted diluted EPS was $0.77 versus $0.56.
Operating income rose to $48.3 million from $43.4 million; adjusted EBIT was $54.9 million versus $39.4 million.
Net cash used in operating activities was $5.0 million, compared with $54.6 million provided a year earlier; free cash flow was negative $34.4 million.
Quarterly dividend of $0.16 per share is payable December 26, 2025, to holders of record on December 12, 2025.
Vail Resorts reported fiscal 2025 net income of $280.0 million, up from $231.1 million, on total net revenue of $2,964.3 million, and gave fiscal 2026 guidance of $201 million to $276 million in net income. Season pass units through September 19, 2025 fell about 3%, and management said the results were below expectations, which bears on the company's ability to grow revenue.
Fiscal 2025 Resort Reported EBITDA was $844.1 million, up from $825.1 million in fiscal 2024.
Fiscal fourth-quarter Resort Reported EBITDA decreased 8% versus the prior year, driven mainly by $8 million of CEO transition costs.
Fiscal 2026 guidance projects Resort Reported EBITDA of $842 million to $898 million.
Quarterly dividend of $2.22 per share is payable October 27, 2025, and fiscal 2025 buybacks totaled $270 million.
Carnival reported third quarter 2025 net income of $1.9 billion and revenue of $8.2 billion, both up from the prior-year quarter, and raised its full-year 2025 adjusted net income guidance to growth of nearly 55 percent. The company also called for redemption of all its 5.75% convertible senior notes due 2027 on December 5, 2025, which it says is part of its strategy to deleverage and reduce interest expense.
Q3 2025 net income was $1,852 million, up from $1,735 million a year earlier; diluted EPS was $1.33 versus $1.26.
Q3 adjusted net income was $1,982 million, or $1.43 adjusted EPS, versus $1.27 a year earlier.
Full-year 2025 adjusted net income is expected to be up nearly 55 percent from 2024 and $235 million better than June guidance.
If all convertible notes are converted, the company will pay $500 million in cash, with the rest settled in shares.
Worthington Enterprises reported unaudited first-quarter fiscal 2026 results for the quarter ended August 31, 2025, with sales of $304 million, up 18% from $257 million a year earlier, and GAAP earnings of $0.70 per share versus $0.48. Shareholders also approved a 2025 non-employee director equity plan and re-elected four directors at the September 23, 2025 annual meeting.
Q1 sales of $304 million, up 18%; adjusted EBITDA of $65 million, up from $48 million
GAAP EPS of $0.70 vs $0.48 prior year; adjusted EPS of $0.74 vs $0.50
Consumer Products adjusted EBITDA fell to $16 million from $18 million; Building Products sales rose 32% to $185 million
Shareholders approved the 2025 Equity Plan for Non-Employee Directors, allowing up to 1,000,000 common shares, at the September 23, 2025 annual meeting
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
KB Home reported third-quarter results for the period ended August 31, 2025, with revenue of $1.62 billion, down from $1.75 billion a year earlier, and diluted earnings per share of $1.61, down 21% from $2.04. Net income fell to $109.8 million from $157.3 million, mainly due to a lower housing gross profit margin, and the company repurchased $188.5 million of its stock in the quarter. The company also provided full-year 2025 housing revenue guidance of $6.10 billion to $6.20 billion.
Quarterly revenue was $1.62 billion versus $1.75 billion, and homes delivered fell 7% to 3,393.
Diluted earnings per share were $1.61 versus $2.04, and net income was $109.8 million versus $157.3 million.
Housing gross profit margin was 18.2% versus 20.6%, reflecting price reductions and higher relative land costs.
Full-year 2025 housing revenue guidance is $6.10 billion to $6.20 billion, and the company repurchased $188.5 million of stock in the quarter.
Cintas reported fiscal 2026 first-quarter results for the quarter ended August 31, 2025, with revenue up 8.7% and diluted EPS up 9.1% to $1.20. The company also raised its full-year fiscal 2026 revenue and diluted EPS guidance, which points to higher expected profit for shareholders.
Revenue was $2.72 billion, up 8.7% from $2.50 billion a year earlier; organic revenue growth was 7.8%.
Net income was $491.1 million, up 8.7%, and diluted EPS was $1.20 versus $1.10.
Fiscal 2026 revenue guidance was raised to $11.06 billion to $11.18 billion from $11.00 billion to $11.15 billion.
Fiscal 2026 diluted EPS guidance was raised to $4.74 to $4.86 from $4.71 to $4.85; buybacks totaled $347.4 million through September 23, 2025.
THOR Industries reported fourth-quarter fiscal 2025 diluted EPS of $2.36, up 40.5% from $1.68, on net sales of $2.52 billion, down 0.4%. For the full year ended July 31, 2025, net sales fell 4.6% to $9.58 billion and diluted EPS fell 2.0% to $4.84. The company guided fiscal 2026 net sales of $9.0 billion to $9.5 billion and diluted EPS of $3.75 to $4.25, a range that sits below fiscal 2025 results.
Q4 net income attributable to THOR was $125.8 million, up from $90.0 million; Q4 net sales were $2.52 billion versus $2.53 billion a year earlier.
FY2026 guidance: net sales of $9.0 billion to $9.5 billion and diluted EPS of $3.75 to $4.25, excluding a meaningful impact from the Heartland realignment and Keystone model refresh.
Q4 wholesale unit shipments fell 10.1% in North American Towable and 14.1% in European RVs.
Fiscal 2025 debt payments of about $237.0 million; $158.8 million returned to shareholders through dividends and buybacks.
AAR CORP. reported results for the fiscal 2026 first quarter ended August 31, 2025. Sales rose 12% to $739.6 million, GAAP diluted EPS was $0.95 versus $0.50, and adjusted diluted EPS rose 27% to $1.08. Operating cash flow was negative $44.9 million, compared with negative $18.6 million a year earlier, and net debt was $950.0 million.
Sales of $739.6 million, up from $661.7 million; Parts Supply sales were $317.8 million versus $249.7 million
GAAP net income of $34.4 million, or $0.95 per diluted share, versus $18.0 million, or $0.50, a year earlier
Cash used in operating activities was $44.9 million versus $18.6 million; net debt was $950.0 million and net leverage 2.82x
After the quarter ended, AAR was awarded a Defense Logistics Agency Troop Support contract for up to $85 million
Worthington Enterprises reported first-quarter fiscal 2026 results for the three months ended August 31, 2025, with net sales up 18% and net earnings up 45%. The company also declared a quarterly dividend of $0.19 per share, up from $0.17 a year earlier, and the filing gives no revised full-year outlook.
Net sales were $303.7 million, up 18.0% from $257.3 million, driven by higher Building Products volumes and the Elgen acquisition.
Diluted EPS was $0.70 versus $0.48 a year earlier; adjusted diluted EPS was $0.74 versus $0.50.
Free cash flow fell 12% to $27.9 million, reflecting higher capital expenditures for facility modernization.
Quarterly dividend of $0.19 per share is payable December 29, 2025, to holders of record on December 15, 2025.
MillerKnoll reported first quarter fiscal 2026 results for the quarter ended August 30, 2025, with net sales up 10.9% to $955.7 million and diluted earnings per share of $0.29, compared with a loss of $0.02 a year earlier. Orders fell 5.4% to $885.4 million, and the company issued second-quarter guidance with net sales of $926 million to $966 million and adjusted diluted EPS of $0.38 to $0.44. Sales and profit measures improved year over year, while orders declined.
Net sales of $955.7 million, up 10.9% from $861.5 million a year earlier; organic growth was 10.0%.
Diluted EPS of $0.29 versus a loss of $(0.02) a year earlier; adjusted diluted EPS of $0.45 versus $0.36.
Orders of $885.4 million, down 5.4%, partly reflecting an order pull-forward in the fourth quarter of fiscal 2025 in North America Contract.
Second-quarter fiscal 2026 outlook: net sales of $926 million to $966 million; approximately $8.0 million of net tariff-related impact in the quarter.
AutoZone reported fourth-quarter results for the 16 weeks ended August 30, 2025. Reported net sales rose 0.6% to $6.2 billion, but the prior-year quarter had 17 weeks; excluding that extra week, adjusted sales rose 6.9%. GAAP diluted EPS fell 5.6% to $48.71 and net income fell to $837.0 million from $902.2 million, as gross margin declined and a $80 million LIFO charge weighed on results.
Q4 total company same store sales rose 4.5% on a reported basis and 5.1% at constant currency; domestic same store sales rose 4.8%.
Operating profit fell 7.8% to $1.2 billion; gross margin was 51.5%, down 98 basis points, including an $80 million LIFO charge.
Full-year net sales were $18.9 billion, up 2.4%, while full-year diluted EPS fell 3.1% to $144.87.
The company repurchased $446.7 million of stock in Q4 and had $632.3 million remaining under its authorization at year end.
Lennar reported third-quarter results for the period ended August 31, 2025, with net earnings of $591 million, or $2.29 per diluted share, down from $1.2 billion, or $4.26 per share, a year earlier. Lower average sales prices and a gross margin of 17.5% versus 22.5% a year earlier drove the decline, while deliveries were flat at 21,584 homes. Management said it will moderate volume in the fourth quarter, guiding to 20,000 to 21,000 new orders, which signals slower sales volume for shareholders while the company works to rebuild margin.
Total revenues were $8.8 billion, compared with $9.4 billion in the third quarter of 2024; deliveries were 21,584 homes, consistent with the prior year.
Average sales price of homes delivered was $383,000, down from $422,000, and gross margin on home sales was 17.5%, down from 22.5%.
Fourth-quarter 2025 guidance: 20,000 to 21,000 new orders, 22,000 to 23,000 deliveries, and gross margin of approximately 17.5%, depending on market conditions.
Lennar repurchased 4.1 million shares for $507 million in the third quarter at an average price of $122.97.
FedEx reported fiscal first-quarter results for the period ended August 31, 2025, with revenue of $22.2 billion, up 3% from a year earlier, and GAAP diluted EPS of $3.46, up from $3.21. The company also initiated full-year fiscal 2026 EPS guidance of $14.20 to $16.00 before pension mark-to-market adjustments, and reaffirmed its cost-reduction and capital spending targets. Shareholders are affected by the $0.5 billion of share repurchases in the quarter and the planned FedEx Freight spin-off by June 2026.
Revenue was $22.2 billion versus $21.6 billion a year earlier; GAAP operating income was $1.19 billion versus $1.08 billion.
GAAP diluted EPS was $3.46 versus $3.21; adjusted diluted EPS was $3.83 versus $3.60.
Fiscal 2026 EPS guidance is $14.20 to $16.00 before MTM pension adjustments, or $17.20 to $19.00 after excluding certain costs; revenue growth is forecast at 4% to 6%.
$0.5 billion of shares were repurchased in the quarter, with $1.6 billion remaining under the 2024 authorization as of August 31, 2025.
Scholastic reported a fiscal first-quarter 2026 operating loss of $92.2 million and a diluted loss of $2.83 per share, both worse than a year earlier, on revenue that fell 5%. The company affirmed its fiscal 2026 guidance and said adjusted EBITDA improved 8% to a loss of $55.7 million, driven by lower overhead and higher Children's Book Publishing and Distribution revenue.
Revenues fell 5% to $225.6 million from $237.2 million, mainly due to Education Solutions revenue down 28% to $40.1 million.
Diluted loss per share was $2.83 versus $2.21 a year earlier; excluding one-time items it was $2.52 versus $2.13.
Free cash use was $100.2 million versus $68.7 million, and net debt rose to $242.8 million from $152.1 million.
Fiscal 2026 guidance was affirmed; sale-leaseback processes for certain real estate are expected to conclude this fall, with $70.0 million remaining under the buyback authorization.
Darden Restaurants reported first-quarter fiscal 2026 results for the period ended August 24, 2025, with total sales up 10.4% to $3.0 billion and reported diluted earnings per share from continuing operations of $2.19, compared with $1.74 a year earlier. The company also updated its fiscal 2026 outlook, now calling for adjusted diluted EPS from continuing operations of $10.50 to $10.70, and declared a $1.50 quarterly dividend.
Total sales rose 10.4% to $3,044.7 million; blended same-restaurant sales increased 4.7%
Adjusted diluted EPS from continuing operations was $1.97, up 12.6% from $1.75; reported EPS was $2.19
Fiscal 2026 adjusted diluted EPS outlook is $10.50 to $10.70, including about $0.20 from a 53rd week
Quarterly dividend of $1.50 per share is payable November 3, 2025; company repurchased $183 million of stock in the quarter
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
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.
Ferguson reported fourth-quarter sales of $8.5 billion, up 6.9%, and diluted EPS of $3.55 versus $2.23 a year earlier, with adjusted EPS of $3.48, up 16.8%. The company also said it will change its fiscal year-end from July 31 to December 31, with a five-month transition period from August 1 to December 31, 2025, and gave calendar 2025 guidance of mid-single digit revenue growth and a 9.2% to 9.6% adjusted operating margin.
Q4 net sales $8.5 billion, up 6.9%; organic revenue up 5.8%; reported operating profit $925 million, up 14.1%
Full-year sales $30.8 billion, up 3.8%; reported operating profit $2.6 billion, down 1.7%; adjusted diluted EPS $9.94, up 2.6%
Calendar 2025 guidance: mid-single digit revenue growth and adjusted operating margin of 9.2% to 9.6%
Next earnings release December 9, 2025; 2026 annual meeting set for April 30, 2026; shareholder proposal deadline November 16, 2025
National Beverage Corp. (FIZZ) reported first-quarter results for the period ended August 2, 2025, with net sales of $330.5 million, up slightly from $329.5 million a year earlier, which the company called a record. Net income fell to $55.8 million from $56.8 million, and diluted earnings per share were $.60 versus $.61, so shareholders saw higher sales but slightly lower profit.
Net sales $330.5 million vs. $329.5 million for the period ended July 27, 2024; the company describes this as a record.
Net income $55.8 million vs. $56.8 million; diluted EPS $.60 vs. $.61.
Gross profit rose 80 basis points to $125 million; operating income was $71 million.
Interest income fell $2.1 million after the July 2024 dividend payment of $304 million; total cash was $250 million.
Kroger reported second quarter 2025 results on September 11, 2025, with operating profit of $863 million, up from $815 million a year earlier, and diluted EPS of $0.91 versus $0.64. The company raised its identical sales without fuel guidance to 2.7% to 3.4% and lifted the low end of its adjusted EPS guidance to $4.70 to $4.80, which points to a stronger outlook for shareholders.
Q2 2025 operating profit was $863 million versus $815 million in Q2 2024; diluted EPS was $0.91 versus $0.64.
Adjusted EPS was $1.04 versus $0.93; identical sales without fuel rose 3.4%.
Full-year 2025 identical sales without fuel guidance was raised to 2.7% to 3.4%, from 2.25% to 3.25%.
Kroger expects to complete a $5 billion accelerated share repurchase in its fiscal third quarter of 2025, then resume open market repurchases under a remaining $2.5 billion authorization.
Chewy reported second-quarter fiscal 2025 results for the period ended August 3, 2025. Net sales rose 8.6% to $3.10 billion and adjusted EBITDA rose to $183.3 million, but GAAP net income fell to $62.0 million, or $0.14 per diluted share, from $299.1 million a year earlier, when a $275.7 million tax benefit was recorded.
Net sales of $3.10 billion, up 8.6% year over year; CEO Sumit Singh said net sales exceeded the high end of the company's guidance range
Net income of $62.0 million versus $299.1 million a year earlier; the prior-year period included a $275.7 million deferred tax valuation allowance release
Adjusted EBITDA of $183.3 million, up $38.4 million year over year; adjusted diluted EPS of $0.33, up $0.09
Autoship customer net sales rose 15% and represented 83% of total net sales for the quarter
Fifth Third Bancorp said it found alleged external fraud at a commercial borrower linked to an asset-backed finance loan with an outstanding balance of about $200 million. The bank expects a non-cash impairment charge of $170 million to $200 million in the third quarter of 2025, which will reduce reported results for shareholders, and the final amount depends on an ongoing review by third-party advisers.
Outstanding loan balance is approximately $200 million; estimated non-cash impairment charge is $170 million to $200 million.
Bancorp concluded on September 5, 2025 that a material impairment charge would result, to be recognized in Q3 2025.
Bancorp is working with law enforcement and third-party advisers to validate potential fraud-related losses.
CEO Tim Spence is scheduled to present at the Barclays Global Financial Services Conference on September 10, 2025; slides are filed as Exhibit 99.1.
Synopsys reported third-quarter fiscal 2025 revenue of $1.740 billion, up 14% from a year earlier, after closing the Ansys acquisition on July 17, 2025. GAAP net income fell to $242.5 million from $425.9 million, and the CEO said the IP business underperformed expectations, while the CFO said the company is taking a more conservative view of the fourth quarter.
Q3 GAAP earnings per diluted share were $1.50, versus $2.73 a year earlier; non-GAAP earnings per diluted share were $3.39, versus $3.43.
Design IP segment revenue was $427.6 million, down from $463.1 million, and its adjusted operating margin fell to 20.1% from 36.7%.
Full-year fiscal 2025 revenue target is $7.03 billion to $7.06 billion; fourth-quarter GAAP earnings per share target is a loss of $0.27 to $0.16.
Q3 interest expense was $146.5 million, compared with $11.7 million a year earlier.
GameStop reported second-quarter results for the period ended August 2, 2025, with net sales of $972.2 million, up from $798.3 million a year earlier, and net income of $168.6 million, compared with $14.8 million. The company also declared a warrant dividend, giving common shareholders one warrant for every ten shares held, with a $32.00 exercise price and a record date of October 3, 2025.
Net sales were $972.2 million versus $798.3 million in the prior year's second quarter.
Operating income was $66.4 million, compared with an operating loss of $22.0 million a year earlier; net income included a $28.6 million unrealized gain on digital assets.
Warrant distribution: one warrant per 10 shares, record date October 3, 2025, distribution on or around October 7, 2025, exercise price $32.00, expiring on or about October 30, 2026.
The company expects to distribute up to approximately 59 million warrants and intends to seek New York Stock Exchange listing under ticker GME WS.
Korn Ferry reported first quarter fiscal 2026 fee revenue of $708.6 million, up 5% year over year, with diluted earnings per share of $1.26, up 8% from $1.17. Net income attributable to Korn Ferry rose 6% to $66.6 million, so headline measures improved for shareholders. The company also guided second quarter diluted EPS to $1.10 to $1.16, below the first quarter level, and reported the Q2 outlook on a consolidated basis.
Fee revenue $708.6 million, up 5% year over year (4% at constant currency)
Diluted EPS $1.26 vs. $1.17; adjusted diluted EPS $1.31 vs. $1.18
Q2 FY2026 fee revenue expected between $690 million and $710 million
Q2 FY2026 diluted EPS expected between $1.10 and $1.16
Casey's General Stores reported results for the quarter ended July 31, 2025, with diluted EPS of $5.77, up from $4.83 a year earlier. The company said its previously disclosed fiscal 2026 outlook remains unchanged, and it declared a quarterly dividend of $0.57 per share. At the September 3, 2025 annual meeting, shareholders re-elected all 11 director nominees, approved the auditor, the executive pay advisory vote, and a 2025 Stock Incentive Plan, and rejected a shareholder proposal on Scope 3 greenhouse gas reduction targets.
Net income was $215.4 million, up from $180.2 million, and diluted EPS was $5.77 versus $4.83.
Inside same-store sales rose 4.3%, and total inside gross profit rose 14.8% to $705.5 million.
Fiscal 2026 outlook is unchanged, including expected EBITDA growth of 10% to 12%.
The board approved a quarterly dividend of $0.57 per share, payable November 14, 2025, to shareholders of record on November 1, 2025.
CubeSmart furnished a September 2025 investor presentation under Items 2.02 and 7.01 of its Form 8-K. The deck shows year-to-date same-store revenue down 0.4%, same-store net operating income down 0.9%, and second-quarter 2025 FFO, as adjusted, of $0.65 per share. It also restates full-year 2025 guidance, which the filing does not compare with prior guidance.
Year-to-date same-store revenue growth of (0.4)%, same-store expense growth of 0.9%, and same-store NOI growth of (0.9)%
2Q25 FFO, as adjusted, of $0.65 per share
Full-year 2025 outlook: same-store revenue growth of (1.25%) to (0.25)%, and FFO, as adjusted, of $2.54 to $2.60 per share
Acquired the remaining 80% interest in the HVP IV joint venture for $452.8 million, including $44.4 million to repay debt; issued $450.0 million of 5.125% senior unsecured notes due 2035 on August 20
ABM reported fiscal third-quarter 2025 revenue up 6.2% to $2.2 billion, and GAAP net income rose to $41.8 million from $4.7 million a year earlier, partly because the prior year included a $36 million contingent consideration adjustment. Adjusted EPS slipped to $0.82 from $0.84, and the company now expects fiscal 2025 adjusted EPS toward the lower end of its $3.65 to $3.80 range, citing higher interest expense and margin pressure, while launching a restructuring program and raising its buyback authorization by $150 million.
Adjusted EPS was $0.82 versus $0.84 a year earlier; GAAP diluted EPS was $0.67 versus $0.07
Fiscal 2025 adjusted EPS expected toward the lower end of the $3.65 to $3.80 range
Restructuring program expected to deliver approximately $35 million of annualized cost savings, with about $10 million in charges in the fourth quarter
Board raised share repurchase authorization by $150 million; $233 million remains; quarterly dividend of $0.265 payable November 3, 2025
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
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.
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
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