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
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.
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.
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.
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.