400 material Form 8-K filings that 353 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).
Allegiant Travel Company closed the sale of its Sunseeker Resort at Charlotte Harbor, Aileron Golf Course and related Southwest Florida properties to affiliates of Blackstone Real Estate Group on September 4, 2025. The company received cash proceeds of $200 million, less various closing adjustments, and expects to use the proceeds to pay down corporate debt and for general corporate purposes.
Buyers: affiliates of Blackstone Real Estate Group; the filing states no material relationship with Allegiant apart from this transaction
Gross cash proceeds of $200 million at closing, less unspecified closing adjustments
Proceeds expected to be used to pay down corporate debt and for other general corporate purposes
Century Communities agreed to sell $500 million of 6.625% Senior Notes due 2033 in a private offering, expected to close September 17, 2025. The company plans to use the net proceeds of about $494 million, plus cash on hand, to fund the redemption of all $500 million of its 6.750% Senior Notes due 2027. The filing describes a refinancing of existing debt rather than a change in operations, and the filing does not report earnings or guidance.
Notes: $500 million principal, 6.625% interest, due 2033, sold at 100% of principal
Expected net proceeds of about $494 million after initial purchasers' discounts and fees
Proceeds plus cash on hand to fund redemption of all $500.0 million of 6.750% Senior Notes due 2027
Offering expected to close September 17, 2025, subject to customary closing conditions
Silgan Holdings agreed on September 3, 2025 to sell €600 million of 4.25% senior notes due 2031 at 100 percent of principal, with closing expected on or about September 12, 2025. The company expects net proceeds of about €592.8 million, which it plans to use mainly to repay revolving loan borrowings under its credit agreement and for general corporate purposes.
Notes: €600 million aggregate principal, 4.25% coupon, maturing February 15, 2031, sold at 100 percent of principal
Expected net proceeds of approximately €592.8 million after the initial purchasers' discount and offering expenses
Proceeds mainly to repay outstanding revolving loan borrowings under the senior secured credit facility; closing expected on or about September 12, 2025
SouthState Bank Corp completed a merger that redomiciled the company into a new entity, New SSB, which assumed the existing bank's debt and obligations, including a senior revolving credit facility, trust preferred securities and subordinated notes. The officers and directors of the former company became the officers and directors of New SSB, and the new entity operates under new articles and bylaws. The filing reports no change in the financial results and no cash payment to shareholders.
New SSB assumed trust preferred securities with an aggregate principal amount of $175.887 million.
Subordinated notes assumed include $350 million due 2035, $130 million due 2030 and $175.0 million due August 15, 2034.
Merger agreement dated August 19, 2025; the filing is dated September 4, 2025.
Former officers and directors of the old company became officers and directors of New SSB.
Cadence Design Systems agreed on September 4, 2025 to acquire the design and engineering business of Hexagon Smart Solutions AB for an enterprise value of €2.70 billion, including about €810 million paid in newly issued Cadence common stock. Closing is expected in the first quarter of 2026 and is subject to antitrust and foreign investment approvals, and Cadence would owe a reverse termination fee of up to €175 million if regulatory approvals fail.
Enterprise value of €2.70 billion, with about €1.89 billion paid in cash and about €810 million in Cadence stock
Cash portion to be funded from cash on hand and borrowings under existing debt facilities
Closing expected in the first quarter of 2026; outside date September 4, 2026, extendable to March 4, 2027
Reverse termination fee of up to €175 million payable by Cadence in certain regulatory failure scenarios
Carrier Global appointed Beril Yildiz as Vice President, Controller and Chief Accounting Officer, effective when she starts on September 22, 2025. Patrick Goris, the company's CFO, has been serving as interim Controller since May 2, 2025 and will hand that role over on her start date while remaining Senior Vice President and Chief Financial Officer.
Beril Yildiz, age 47, previously was Senior Vice President, Controller and Chief Accounting Officer at International Flavors & Fragrances from September 2022 to August 2025
Yildiz's compensation includes a $500,000 annual base salary, a 60% target annual bonus, a $470,000 annual long-term incentive target, and a $750,000 sign-on equity grant
Yildiz also receives an $800,000 cash sign-on award and standard relocation expenses
Quanex reported net sales of $495.3 million for the quarter ended July 31, 2025, up 76.7% from a year earlier, mainly due to the Tyman acquisition. A $302.3 million non-cash goodwill impairment tied to the re-segmentation of the business drove a net loss of $276.0 million, or $6.04 per diluted share, compared with net income of $25.4 million a year earlier. The company also updated its fiscal 2025 guidance to about $1.82 billion in net sales and about $235 million in Adjusted EBITDA.
Q3 net sales $495.3 million, up from $280.3 million; excluding Tyman, sales rose 1.4%
Net loss of $276.0 million, or $6.04 per diluted share, versus $0.77 per share a year earlier
Adjusted diluted EPS $0.69 versus $0.81 a year earlier; Adjusted EBITDA $70.3 million
Fiscal 2025 guidance: net sales of approximately $1.82 billion and Adjusted EBITDA of approximately $235 million
Copart reported fourth-quarter fiscal 2025 results for the three months ended July 31, 2025, with revenue of $1.1 billion, up 5.2%, and net income attributable to Copart of $396 million, up 22.9%. Diluted earnings per share were $0.41, compared with $0.33 a year earlier, and full-year results also rose, with diluted EPS of $1.59 versus $1.40. The filing reports no guidance changes.
Q4 revenue was $1.1 billion, up $56.1 million or 5.2%; gross profit was $510 million, up 12.4%
Q4 diluted EPS was $0.41 versus $0.33 last year, an increase of 24.2%
Full-year fiscal 2025 revenue was $4.6 billion, up 9.7%, and net income attributable to Copart was $1.6 billion, up 13.9%
Results were released September 4, 2025, with a conference call held the same day at 5:30 p.m. Eastern Time
Guidewire reported unaudited results for the fourth quarter and fiscal year ended July 31, 2025. Quarterly revenue rose 22% and GAAP net income more than tripled from the prior-year quarter, while the company also issued fiscal 2026 revenue guidance of $1,385 million to $1,405 million.
Q4 total revenue was $356.6 million, up 22% from $291.5 million a year earlier
Q4 GAAP net income was $52.0 million, or $0.60 per diluted share, versus $16.8 million, or $0.20, a year earlier
Fiscal 2025 total revenue was $1,202.5 million, up 23%, and GAAP net income was $69.8 million versus a $6.1 million loss in fiscal 2024
Fiscal 2026 outlook: total revenue of $1,385 million to $1,405 million and ending ARR of $1,210 million to $1,220 million
UiPath reported fiscal second quarter 2026 results for the period ended July 31, 2025, with revenue of $362 million, up 14% year over year, and a GAAP net income of $1.6 million, compared with a net loss of $86.1 million a year earlier. The company also disclosed that an entity controlled by CEO Daniel Dines adopted a trading plan on July 11, 2025 to sell up to 5,000,000 Class A shares through April 17, 2026, subject to limit prices.
Q2 revenue of $362 million, up 14% year over year; ARR of $1.723 billion, up 11%
GAAP net income of $1.6 million ($0.00 per share) vs. a net loss of $86.1 million in the year-earlier quarter; GAAP operating loss of $20 million
Q3 fiscal 2026 revenue guidance of $390 million to $395 million; full-year fiscal 2026 revenue guidance of $1.571 billion to $1.576 billion
IceVulcan Investments Ltd., controlled by Daniel Dines, plans to sell up to 5,000,000 Class A shares through April 17, 2026
lululemon reported second-quarter fiscal 2025 revenue up 7% to $2.5 billion, but diluted EPS fell to $3.10 from $3.15 a year earlier and operating income declined 3%. The company revised its full-year outlook, now expecting 2025 revenue of $10.850 billion to $11.000 billion and diluted EPS of $12.77 to $12.97, citing U.S. business underperformance and an estimated $240 million gross profit reduction from tariffs.
Q2 net revenue rose 7% to $2.5 billion; Americas comparable sales fell 4% and international comparable sales rose 15%.
Q2 gross margin fell 110 basis points to 58.5%; operating margin fell 210 basis points to 20.7%.
Full-year 2025 EPS guidance is $12.77 to $12.97; third-quarter EPS is expected at $2.18 to $2.23.
Inventories rose 21% to $1.7 billion, and cash and equivalents stood at $1.2 billion at quarter end.
Cigna completed a $4.5 billion sale of four series of senior notes maturing from 2030 to 2056. The company said it will use most of the proceeds to repay $2.0 billion of loans under a term loan that funded a strategic investment in another company.
Four note series totaling $4.5 billion: $1.0 billion due 2030, $1.25 billion due 2032, $1.5 billion due 2036, and $750 million due 2056
Proceeds to repay $2.0 billion outstanding under the Term Loan Agreement dated August 5, 2025; remainder for general corporate purposes
Interest rates range from 4.500% to 6.000%, with the 2056 notes carrying the highest rate
Boston Scientific said Executive Vice President and President of Peripheral Interventions Jeffrey B. Mirviss will retire from that role effective December 1, 2025, and will then serve as a senior advisor through February 27, 2026. The company expects to sign a retirement agreement with him with payments and benefits materially consistent with existing plans, which matters to shareholders mainly as a routine leadership transition in one business unit.
Mirviss informed the company of his retirement decision on August 29, 2025.
Retirement from his executive role takes effect December 1, 2025.
He will stay on as a senior advisor until the Retirement Date, no later than February 27, 2026, at his current $705,000 annual base salary, prorated.
A Retirement Agreement is expected, with terms materially consistent with existing executive retirement, bonus and long-term incentive plans.
Docusign reported results for the quarter ended July 31, 2025, with revenue of $800.6 million, up 9% year over year, while non-GAAP diluted earnings per share fell to $0.92 from $0.97. GAAP diluted EPS was $0.30 versus $4.26 a year earlier, a period that included a large income tax benefit. The company also named Mike Rosenbaum to its board and said James Beer will succeed Maggie Wilderotter as Board Chair at the end of the current fiscal year.
Revenue was $800.6 million, up 9% year over year; subscription revenue was $784.4 million
Non-GAAP diluted EPS was $0.92 versus $0.97; GAAP diluted EPS was $0.30 versus $4.26
Fiscal 2026 total revenue guidance is $3,189 million to $3,201 million, about 7% growth
Mike Rosenbaum joined the board effective September 3, 2025; James Beer named next Board Chair
Coca-Cola Consolidated said Executive Vice President of Franchise Beverage Operations Robert G. Chambless plans to retire in 2027 and will transition to Executive Vice President, Senior Advisor to the Chairman and CEO, effective January 1, 2026. The filing says the change is not the result of any disagreement with the company on operations, policies, practices, financial statements, accounting policies or internal controls.
Robert G. Chambless notified the company of his retirement plans on August 28, 2025.
Chambless will move to the Senior Advisor role effective January 1, 2026, and retire in 2027.
In the new role he will help with transition matters and serve as strategic advisor to the Chairman and CEO.
The filing states no disagreement with the company on financial statements, accounting or internal controls.
Argan reported results for the quarter ended July 31, 2025. Revenue rose to $237.7 million from $227.0 million a year earlier, and net income more than doubled to $35.3 million, or $2.50 per diluted share, versus $18.2 million, or $1.31, in the prior-year quarter. Project backlog reached $1.95 billion, up from $1.36 billion at January 31, 2025, and the company reported no debt.
Revenue of $237.7 million, up $10.7 million or 4.7% from $227.0 million
Net income of $35.3 million, or $2.50 per diluted share, versus $18.2 million, or $1.31, a year earlier
Gross margin of 18.6% versus 13.7%, mainly from improved margins in the Power Industry Services segment
Project backlog of $1.953 billion at July 31, 2025, up from $1.361 billion at January 31, 2025
Wiley reported first-quarter fiscal 2026 results for the quarter ended July 31, 2025. GAAP revenue fell to $397 million from $404 million, while GAAP diluted EPS was $0.22 versus a loss of $0.03 a year earlier, and adjusted EPS rose 2% to $0.49. Adjusted EBITDA fell 3% to $70 million, and the company reaffirmed its full-year fiscal 2026 outlook, which shareholders can compare against these mixed quarterly results.
GAAP revenue of $397 million compared with $404 million a year earlier; adjusted revenue rose 1% at constant currency.
Research revenue of $282 million rose 6% as reported, helped by $16 million of AI licensing revenue versus $1 million a year earlier.
Learning revenue of $115 million fell 7% as reported, largely due to prior-year AI licensing revenue and softness in Professional.
Fiscal 2026 outlook reaffirmed, including adjusted EPS of $3.90 to $4.35 and free cash flow of approximately $200 million.
LivaNova's board appointed Donald Zurbay, former CEO and CFO of Patterson Companies, as a director effective September 4, 2025, and as a member of the Audit and Compliance Committee. The filing describes his prior roles at Patterson Companies and St. Jude Medical and lists his director compensation, which is prorated until the 2026 Annual General Meeting.
Donald Zurbay joins the board and Audit and Compliance Committee; his term begins September 4, 2025.
He was President and CEO of Patterson Companies from October 2022 until May 2025, and its CFO from June 2018 to October 2022.
Annual compensation includes a $70,000 board retainer, a $15,000 committee member fee, and restricted stock with a fair market value of $185,000, prorated to the 2026 Annual General Meeting.
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
Genuine Parts Company entered into a Cooperation Agreement with Elliott Investment Management and appointed Matthew A. Carey and Court D. Carruthers to its Board effective September 4, 2025, while directors John R. Holder and Robin C. Loudermilk, Jr. retired. The filing also discloses new retention restricted stock units and a form of severance agreement for executives, which shareholders may weigh as part of the company's governance changes.
Carey and Carruthers joined the Board as independent directors, with initial terms expiring at the 2026 annual meeting; Carey joined the Audit Committee and Carruthers joined the Compensation and Human Capital Committee.
Holder and Loudermilk retired from the Board effective September 4, 2025, and the company said their decisions were not due to any disagreement with the company.
Retention RSU grants have a grant date value of $3.0 million for CEO Will Stengel and $1.5 million for each of CFO Bert Nappier, Naveen Krishna and Christopher Galla, cliff vesting on the third anniversary of the grant date.
The cooperation period runs until the earlier of 30 days before the 2027 annual meeting nomination deadline or September 4, 2026.
G-III Apparel reported second-quarter fiscal 2026 net sales of $613.3 million, down 5% from a year earlier, and net income of $10.9 million, or $0.25 per diluted share, versus $0.53 a year earlier. It also updated fiscal 2026 guidance, now projecting net income of $112.0 million to $122.0 million, well below the $193.6 million reported for fiscal 2025, citing the macro environment, a more cautious outlook from retail partners and tariffs.
Q2 net sales of $613.3 million, down 5% from $644.8 million; net income of $10.9 million, or $0.25 per diluted share, versus $24.2 million, or $0.53, a year earlier.
Fiscal 2026 net income expected at $112.0 million to $122.0 million, or $2.53 to $2.73 per diluted share, versus $193.6 million, or $4.20, in fiscal 2025.
Estimated incremental tariff cost of approximately $155 million; remaining unmitigated impact of $75 million is reflected in fiscal 2026 guidance.
Repurchased 1,140,988 shares for $24.6 million in the second quarter; total debt was $15.5 million at July 31, 2025, versus $414.0 million a year earlier.
Brady Corporation reported fiscal 2025 fourth-quarter results with sales up 15.7% to $397.3 million, including 11.3 points from acquisitions, while GAAP diluted EPS fell to $1.04 from $1.15. Adjusted diluted EPS rose 5.9% to a record $1.26, and the company issued fiscal 2026 GAAP EPS guidance of $4.55 to $4.85 and adjusted guidance of $4.85 to $5.15. Its board also approved a dividend increase to $0.98 per share from $0.96 per share.
Q4 fiscal 2025 sales were $397.3 million vs. $343.4 million a year earlier; organic growth was 2.4%.
Q4 GAAP diluted EPS was $1.04 vs. $1.15; adjusted diluted EPS was a record $1.26 vs. $1.19.
Fiscal 2026 guidance: GAAP diluted EPS of $4.55 to $4.85 and adjusted diluted EPS of $4.85 to $5.15.
Annual dividend raised to $0.98 per share from $0.96; quarterly payment of $0.245 on October 31, 2025 to holders of record on October 10, 2025.
Ciena reported fiscal third-quarter 2025 results for the quarter ended August 2, 2025, with revenue up 29.4% from a year earlier and GAAP net income more than tripling to $50.3 million. The company also gave fiscal fourth-quarter 2025 revenue and adjusted expense ranges, and repurchased about 1.0 million shares for $81.8 million during the quarter.
Q3 revenue of $1.22 billion vs. $942.3 million in Q3 fiscal 2024; GAAP gross margin 41.3% vs. 42.9%
GAAP diluted EPS $0.35 vs. $0.10; adjusted (non-GAAP) diluted EPS $0.67 vs. $0.35
Q4 fiscal 2025 outlook: revenue $1.24 billion to $1.32 billion; adjusted gross margin 42% to 43%; adjusted operating expense $390 million to $400 million
Share repurchases of about 1.0 million shares for $81.8 million in the quarter
Ingevity agreed on September 3, 2025, to sell substantially all assets of its industrial specialties product line and its North Charleston crude tall oil refinery to Mainstream Pine Products for $110 million in cash, plus up to $19 million in contingent payments tied to future EBITDA. The company expects the deal to close by early 2026 and says it will reaffirm its full-year 2025 guidance, adjusted for reclassifying the sold assets as discontinued operations.
Cash purchase price of $110 million, subject to working capital adjustments, plus contingent consideration of $0 to $19 million
Ingevity expects 2025 revenue from the assets being sold to be about $130 million, with EBITDA margins in the low-to-mid single digits
Closing expected by early 2026; either party may terminate if the deal is not closed by January 31, 2026
Ingevity affirms 2025 guidance of sales of $1.25 billion to $1.40 billion and adjusted EBITDA of $390 million to $415 million, excluding the reclassification
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.