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).
Raymond James entered into a Second Amended and Restated Credit Agreement on September 23, 2025, with Bank of America as administrative agent. The facility is now $1,000,000,000, its maturity extends to September 23, 2030, and the interest margin range is lowered to 0.000% to 1.300% from 0.000% to 1.425%. The changes lower the cost of borrowing and extend the company's borrowing capacity, and the filing does not say that any amount has been drawn.
Facility amount increased to $1 billion under the Second Amended and Restated Credit Agreement
Maturity for borrowings extended to September 23, 2030
Applicable rate range decreased to 0.000% to 1.300% from 0.000% to 1.425%, based on senior unsecured long-term debt ratings
Agreement amends the credit agreement dated April 6, 2023, with Bank of America, N.A. as administrative agent
AAR CORP. reported results for the fiscal 2026 first quarter ended August 31, 2025. Sales rose 12% to $739.6 million, GAAP diluted EPS was $0.95 versus $0.50, and adjusted diluted EPS rose 27% to $1.08. Operating cash flow was negative $44.9 million, compared with negative $18.6 million a year earlier, and net debt was $950.0 million.
Sales of $739.6 million, up from $661.7 million; Parts Supply sales were $317.8 million versus $249.7 million
GAAP net income of $34.4 million, or $0.95 per diluted share, versus $18.0 million, or $0.50, a year earlier
Cash used in operating activities was $44.9 million versus $18.6 million; net debt was $950.0 million and net leverage 2.82x
After the quarter ended, AAR was awarded a Defense Logistics Agency Troop Support contract for up to $85 million
Worthington Enterprises reported first-quarter fiscal 2026 results for the three months ended August 31, 2025, with net sales up 18% and net earnings up 45%. The company also declared a quarterly dividend of $0.19 per share, up from $0.17 a year earlier, and the filing gives no revised full-year outlook.
Net sales were $303.7 million, up 18.0% from $257.3 million, driven by higher Building Products volumes and the Elgen acquisition.
Diluted EPS was $0.70 versus $0.48 a year earlier; adjusted diluted EPS was $0.74 versus $0.50.
Free cash flow fell 12% to $27.9 million, reflecting higher capital expenditures for facility modernization.
Quarterly dividend of $0.19 per share is payable December 29, 2025, to holders of record on December 15, 2025.
MillerKnoll reported first quarter fiscal 2026 results for the quarter ended August 30, 2025, with net sales up 10.9% to $955.7 million and diluted earnings per share of $0.29, compared with a loss of $0.02 a year earlier. Orders fell 5.4% to $885.4 million, and the company issued second-quarter guidance with net sales of $926 million to $966 million and adjusted diluted EPS of $0.38 to $0.44. Sales and profit measures improved year over year, while orders declined.
Net sales of $955.7 million, up 10.9% from $861.5 million a year earlier; organic growth was 10.0%.
Diluted EPS of $0.29 versus a loss of $(0.02) a year earlier; adjusted diluted EPS of $0.45 versus $0.36.
Orders of $885.4 million, down 5.4%, partly reflecting an order pull-forward in the fourth quarter of fiscal 2025 in North America Contract.
Second-quarter fiscal 2026 outlook: net sales of $926 million to $966 million; approximately $8.0 million of net tariff-related impact 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.