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).
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
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
Sprinklr reported second-quarter fiscal 2026 results with total revenue up 8% to $212.0 million and GAAP net income of $12.6 million, compared with $1.8 million a year earlier. The company also said CFO Manish Sarin will leave on September 19, 2025, with CEO Rory Read serving as interim CFO while Sprinklr searches for a permanent replacement. For shareholders, improved results and new fiscal 2026 guidance come alongside a change in senior finance leadership.
Q2 total revenue was $212.0 million, up from $197.2 million; subscription revenue was $188.5 million, up 6%.
GAAP diluted EPS was $0.05 versus $0.01 a year earlier; non-GAAP diluted EPS was $0.13 versus $0.08.
Guidance: Q3 total revenue of $209 million to $210 million; fiscal 2026 total revenue of $837 million to $839 million and non-GAAP EPS of $0.42 to $0.43.
CFO Manish Sarin leaves September 19, 2025; Rory Read is interim CFO; Scott Millard joins as Chief Revenue Officer on September 22, 2025.
Dollar Tree reported fiscal second-quarter 2025 results on September 3, 2025, with net sales up 12.3% to $4.6 billion and diluted EPS from continuing operations of $0.75, compared with $0.66 a year earlier. The company raised its full-year net sales outlook to $19.3 billion to $19.5 billion and updated its adjusted EPS outlook to $5.32 to $5.72, while expecting third-quarter adjusted EPS similar to the prior year as a $0.20 tariff-timing benefit reverses.
Q2 net sales rose 12.3% to $4.6 billion; same-store net sales rose 6.5%.
Diluted EPS from continuing operations was $0.75 vs. $0.66; adjusted diluted EPS was $0.77, including about $0.20 of positive timing impact from inventory mark-on and tariffs.
Full-year fiscal 2025 net sales outlook raised to $19.3 billion to $19.5 billion; adjusted EPS outlook set at $5.32 to $5.72.
As of August 2, 2025, $2.4 billion remained under the $2.5 billion share repurchase authorization; the Family Dollar sale closed July 5, 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%
Signet Jewelers reported second quarter fiscal 2026 sales of $1.5 billion, up 3.0% from a year earlier, with same store sales up 2.0%. Adjusted diluted EPS rose to $1.61 from $1.25, and the company raised its full-year fiscal 2026 adjusted diluted EPS guidance to $8.04 to $9.57. GAAP results were a loss of $0.22 per diluted share, which includes $2.01 per share of impairment and restructuring charges.
Q2 sales of $1,535.1 million, up $44.1 million or 3.0%; same store sales up 2.0%
GAAP diluted loss of $0.22 per share, compared with a loss of $2.28 in the year-earlier quarter
Fiscal 2026 adjusted diluted EPS guidance raised to $8.04 to $9.57 from $7.70 to $9.38
Third quarter adjusted operating income guidance of $3 million to $17 million; quarterly dividend of $0.32 per share payable November 21, 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.