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).
RH reported second quarter 2025 GAAP net revenues of $899.2 million, up 8.4%, and GAAP net income of $51.7 million, up 79%, for the quarter ended August 2, 2025. The company also revised its fiscal 2025 guidance, citing tariffs, including a $30 million cost of incremental tariffs, net of mitigation, in the second half, and roughly $40 million of revenue expected to shift from Q3 into Q4 and Q1 2026.
Q2 GAAP net revenues rose 8.4% to $899.2 million; GAAP net income rose 79% to $51.7 million.
Q2 free cash flow was $80.7 million; GAAP operating margin was 14.3% and adjusted operating margin was 15.1%.
Updated outlook includes a $30 million cost of incremental tariffs, net of mitigation, in the second half of 2025.
Fiscal 2025 outlook includes revenue growth of 9% to 11% and free cash flow of $250 million to $300 million; the filing does not state the prior guidance figures.
Adobe reported record third-quarter fiscal 2025 revenue of $5.99 billion, up 11% year over year, and non-GAAP diluted earnings per share of $5.31, up from $4.65 a year earlier. The company raised its full-year fiscal 2025 total revenue target to $23.65 billion to $23.70 billion and its non-GAAP EPS target to $20.80 to $20.85, which matters to shareholders because both headline measures improved and the outlook rose.
Q3 revenue of $5.99 billion, up 11% year over year (10% in constant currency); GAAP diluted EPS $4.18 versus $3.76 a year earlier
Full-year fiscal 2025 total revenue target raised to $23.65 billion to $23.70 billion; non-GAAP EPS target $20.80 to $20.85
Digital Media ending ARR of $18.59 billion, up 11.7% year over year; remaining performance obligations of $20.44 billion
Adobe repurchased approximately 8.0 million shares during the quarter; common stock repurchases were $2.06 billion in cash flow
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.