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).
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.
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.
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.
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.
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.
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.