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
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.
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.
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%
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.
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.
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.
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.
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
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.
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
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
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.
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.
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
Academy Sports and Outdoors reported second-quarter fiscal 2025 net sales of $1.6 billion, up 3.3%, with comparable sales up 0.2% after a 6.9% decline a year earlier. Diluted GAAP earnings per share fell 5.1% to $1.85, and the company raised the low end of its full-year GAAP EPS range to $5.30 to $6.00 while keeping the high end at $6.00 and narrowing its sales guidance to a decline of 3.0% to a gain of 1.0%.
Q2 net sales $1,599.8 million, up 3.3%; comparable sales up 0.2% versus a 6.9% decline a year earlier
Q2 diluted GAAP EPS $1.85 versus $1.95; net income $125.4 million, down 12.1%
FY2025 GAAP EPS guidance low end raised from $5.10 to $5.30; high end $6.00 (previously $5.90)
Sales guidance low end narrowed from -4.0% to -3.0%; range now -3.0% to +1.0%
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.