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).
Worthington Steel reported first-quarter fiscal 2026 results for the three months ended August 31, 2025, with net sales up 5% to $872.9 million and net earnings attributable to the company up to $36.8 million from $28.4 million a year earlier. The company also declared a $0.16 per share quarterly dividend and held its annual meeting, where shareholders re-elected directors and approved the executive pay proposal, but operating cash flow turned negative at $5.0 million.
Diluted EPS was $0.72 versus $0.56; adjusted diluted EPS was $0.77 versus $0.56.
Operating income rose to $48.3 million from $43.4 million; adjusted EBIT was $54.9 million versus $39.4 million.
Net cash used in operating activities was $5.0 million, compared with $54.6 million provided a year earlier; free cash flow was negative $34.4 million.
Quarterly dividend of $0.16 per share is payable December 26, 2025, to holders of record on December 12, 2025.
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.
Carnival reported third quarter 2025 net income of $1.9 billion and revenue of $8.2 billion, both up from the prior-year quarter, and raised its full-year 2025 adjusted net income guidance to growth of nearly 55 percent. The company also called for redemption of all its 5.75% convertible senior notes due 2027 on December 5, 2025, which it says is part of its strategy to deleverage and reduce interest expense.
Q3 2025 net income was $1,852 million, up from $1,735 million a year earlier; diluted EPS was $1.33 versus $1.26.
Q3 adjusted net income was $1,982 million, or $1.43 adjusted EPS, versus $1.27 a year earlier.
Full-year 2025 adjusted net income is expected to be up nearly 55 percent from 2024 and $235 million better than June guidance.
If all convertible notes are converted, the company will pay $500 million in cash, with the rest settled in shares.
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.