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).
Progress Software reported fiscal third-quarter 2025 revenue of $250 million, up 40% year over year, and raised its full-year 2025 guidance for revenue, earnings per share, and cash flow. GAAP diluted earnings per share fell 32% to $0.44, while non-GAAP diluted earnings per share rose 19% to $1.50, so shareholders will see both the higher guidance and a lower GAAP profit figure in the quarter.
Q3 revenue was $250 million, up 40% from $178.7 million a year earlier; ARR was $849 million, up 47% on a constant currency basis.
GAAP diluted EPS was $0.44 versus $0.65 a year earlier, a decrease of 32%; non-GAAP diluted EPS was $1.50 versus $1.26, an increase of 19%.
FY2025 revenue guidance was raised to $975 million to $981 million from $962 million to $974 million; GAAP diluted EPS guidance is $1.38 to $1.45, up from $1.27 to $1.43.
On September 23, 2025, the Board increased the share repurchase authorization by $200.0 million to $242.2 million.
Cracker Barrel reported fourth quarter fiscal 2025 revenue of $868.0 million, down 2.9% from the prior year, and GAAP earnings of $0.30 per diluted share versus $0.81 a year earlier. Its fiscal 2026 outlook calls for revenue of $3.35 billion to $3.45 billion and adjusted EBITDA of $150 million to $190 million, compared with fiscal 2025 revenue of $3.48 billion and adjusted EBITDA of $224.3 million, and the board authorized a $100 million share repurchase program.
Q4 fiscal 2025 revenue was $868.0 million, down 2.9%; excluding the 53rd week in the prior year, revenue rose 4.4%
Q4 GAAP net income was $6.8 million and GAAP diluted EPS was $0.30, versus $0.81 a year earlier; adjusted diluted EPS was $0.74 versus $0.98
Fiscal 2026 outlook: revenue of $3.35 billion to $3.45 billion, assuming comparable store traffic decline of 4% to 7%, and adjusted EBITDA of $150 million to $190 million
Board authorized up to $100 million in share repurchases and declared a $0.25 quarterly dividend payable November 12, 2025
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
US Foods reaffirmed its fiscal 2025 guidance and its 2025 to 2027 long-range plan growth algorithm, both first given on its August 7, 2025 second-quarter earnings call. The company said first-half 2025 Adjusted EBITDA grew approximately 11% and Adjusted EPS grew 27%, and it did not change any outlook figures.
FY2025 guidance reaffirmed: Net Sales growth of 4% to 6%, Adjusted EBITDA growth of 9.5% to 12%, Adjusted Diluted EPS growth of 19.5% to 23%
First-half 2025 Adjusted EBITDA grew approximately 11% and Adjusted EPS grew 27%
Long-range plan through 2027 reiterated, including 5% Net Sales CAGR, 10% Adjusted EBITDA CAGR and 20% Adjusted Diluted EPS CAGR
CFO Dirk Locascio will take part in a fireside chat at the Piper Sandler Growth Frontiers Conference in Nashville on September 10, 2025 at 10 a.m. CDT
Core & Main reported fiscal second-quarter 2025 results for the period ended August 3, 2025, with net sales up 6.6% to $2,093 million and net income up 11.9% to $141 million. The company also lowered its full-year fiscal 2025 guidance, citing market conditions and higher operating expenses, which matters to shareholders because the revised outlook is below the earlier expectations.
Q2 net sales rose 6.6% to $2,093 million; diluted EPS rose 14.8% to $0.70
Q2 net income rose 11.9% to $141 million; Adjusted EBITDA rose 3.5% to $266 million
Full-year net sales guidance lowered to $7,600 to $7,700 million; Adjusted EBITDA to $920 to $940 million
Full-year operating cash flow guidance set at $550 to $610 million; Q2 operating cash flow was $34 million
The Toro Company reported fiscal 2025 third-quarter net sales of $1.13 billion, down 2% from a year earlier, and reported diluted EPS of $0.54 versus $1.14, after an $81 million non-cash impairment charge tied to the Spartan business. Adjusted diluted EPS rose 5% to $1.24, but management now expects full-year net sales and adjusted diluted EPS at the lower end of prior guidance ranges.
Q3 net sales $1.13 billion, down 2%; Residential segment net sales down 27.9% to $192.8 million
Q3 reported diluted EPS $0.54 vs. $1.14; adjusted diluted EPS $1.24 vs. $1.18, up 5%
Fiscal 2025 guidance: net sales flat to down 3%, adjusted diluted EPS of about $4.15, at the lower end of prior ranges
AMP cost program: $75 million in annualized savings today, targeting at least $100 million by 2027
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.
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.
Constellation Brands lowered its fiscal 2026 outlook, with comparable EPS now expected at $11.30 to $11.60, down from $12.60 to $12.90. The company cited an incremental macroeconomic headwind affecting consumer demand, along with a lower outlook for organic net sales, comparable operating income, and free cash flow, which points to lower earnings and cash generation for shareholders.
Comparable EPS guidance is $11.30 to $11.60, down from $12.60 to $12.90; reported EPS guidance is $10.77 to $11.07, down from $12.07 to $12.37.
Enterprise organic net sales are now expected to decline 6% to 4%, compared with the prior outlook of a 2% decline to 1% growth.
Free cash flow guidance is $1.3 billion to $1.4 billion, down from $1.5 billion to $1.6 billion; the company has repurchased $604 million of shares in the first half under its $4 billion authorization.
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.