AI filing briefs · archive

8-K filings in September 2025, explained

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).

2 of 427 briefs match

newest first · times in ET

CPBCAMPBELL'S Co Sep 3, 7:16 AM ET

Campbell's Q4 sales rise 1%, but adjusted EPS falls 2%; FY26 profit outlook cut

Negative guidance Written later 2.02

Campbell's reported fourth-quarter fiscal 2025 net sales up 1% to $2.3 billion, but organic net sales fell 3% and adjusted EPS fell 2% to $0.62. The company guided fiscal 2026 adjusted EPS to $2.40 to $2.55, down 12% to 18% on a comparable 52-week basis, citing tariff-related cost pressures, so shareholders face lower expected earnings next year.

Q4 net sales rose 1% to $2.3 billion; organic net sales decreased 3%; adjusted EBIT fell 2% to $321 million.
Fiscal 2026 adjusted EPS guidance is $2.40 to $2.55, down (18)% to (12)% versus the 52-week base of $2.91.
Full-year GAAP EPS rose to $2.01 from $1.89, while full-year adjusted EPS fell 4% to $2.97.
Cost savings target raised 50% to $375 million by the end of fiscal 2028 from $250 million.

Read the filing on SEC.gov ↗

MMacy's, Inc. Sep 3, 6:59 AM ET

Macy's raises 2025 sales and EPS guidance as Q2 net sales fall 2.5%

Mixed guidance Written later 2.02

Macy's reported second-quarter 2025 results, with net sales of $4.8 billion, down 2.5% from a year earlier but above the company's guidance. The company raised its full-year net sales and adjusted diluted EPS guidance, though adjusted diluted EPS of $0.41 was below $0.53 in the year-earlier quarter.

Q2 net sales were $4.8 billion, down 2.5%; comparable sales rose 1.9% on an owned-plus-licensed-plus-marketplace basis.
Adjusted diluted EPS was $0.41 versus $0.53 a year earlier; GAAP diluted EPS was $0.31 versus $0.53.
Full-year adjusted diluted EPS guidance rose to $1.70 to $2.05 from $1.60 to $2.00; net sales guidance rose to $21.15 billion to $21.45 billion from $21.0 billion to $21.4 billion.
The company reported a net reduction of about $340 million in long-term debt from July and August 2025 financing transactions.

Read the filing on SEC.gov ↗

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.