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).
WillScot Holdings said President and Chief Operating Officer Timothy Boswell will succeed Bradley Soultz as chief executive effective January 1, 2026, and Soultz's separation is expected as of December 31, 2025. Board Chair Worthing Jackman becomes Executive Chair and an employee effective September 4, 2025, and Jeff Sagansky will serve as Lead Independent Director.
Boswell's Amended Employment Agreement sets a base salary of $850,000 and a target bonus of 125% of base salary, plus a target annual equity grant of $2,700,000, and runs through December 31, 2028.
Boswell will receive two promotion grants of 100,000 stock options each, on September 4, 2025 and on or about January 2, 2026.
The Board will expand from ten to eleven directors effective January 1, 2026, with Boswell appointed to fill the new seat.
Jackman's offer letter provides a $300,000 annual base salary, a performance share unit award with a $1,600,000 grant value, 120,000 stock options, and restricted stock units with a $1,200,000 grant value.
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.
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.
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.
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.
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.