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).
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
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
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
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.