1,041 material Form 8-K filings that 824 companies we cover made with the SEC in November 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).
Greif reported a two-month fourth quarter ended September 30, 2025, with a net loss from continuing operations of $43.3 million, compared with net income of $34.0 million a year earlier, while Adjusted EBITDA rose 7.4% to $98.9 million. The company also gave low-end fiscal 2026 guidance of $630 million Adjusted EBITDA and $315 million Adjusted free cash flow, raised its cost optimization commitment to $120 million, and plans a share repurchase of about $150 million.
Q4 net loss from continuing operations of $43.3 million, or $(0.73) per diluted Class A share, versus $34.0 million, or $0.58, a year earlier
Adjusted net income fell 98.2% to $0.6 million, or $0.01 per diluted Class A share
Eleven-month fiscal 2025 net income fell 93.2% to $15.1 million, or $0.28 per diluted Class A share; Adjusted EBITDA rose 3.1% to $511.3 million
Containerboard business sold to Packaging Corporation of America for $1.8 billion; timberlands sale for about $462.0 million completed October 1, 2025
Tidewater reported third-quarter 2025 revenue of $341.1 million, up 0.2% from a year earlier, but swung to a net loss of $0.8 million, or $0.02 per diluted share, from net income of $46.4 million a year earlier. The loss reflects a $27.1 million loss on early debt extinguishment tied to the July 2025 refinancing. The company also narrowed its 2025 revenue guidance and initiated 2026 revenue guidance of $1.32 billion to $1.37 billion.
Q3 2025 revenue of $341.1 million versus $340.4 million in Q3 2024; net loss of $0.8 million versus net income of $46.4 million
Loss on early extinguishment of debt of $27.1 million associated with the July 2025 refinancing
2025 revenue guidance narrowed to $1.33 billion to $1.35 billion; 2025 gross margin guidance of 49% to 50%
2026 guidance initiated at $1.32 billion to $1.37 billion in revenue and 48% to 50% gross margin; $500 million share repurchase authorization outstanding
Rocket Lab reported third-quarter 2025 revenue of $155 million, up 48% from a year earlier, and a net loss of $18.3 million, narrower than the $51.9 million loss in the same quarter of 2024. The company guided fourth-quarter revenue to $170 million to $180 million, and director Matt Ocko will leave the board effective November 30, 2025, in a resignation the company says was not due to any disagreement.
Q3 2025 total revenue was $155.1 million, up from $104.8 million in Q3 2024.
Q3 2025 net loss was $18.3 million, or $0.03 per share, versus a $51.9 million net loss in Q3 2024.
Fourth-quarter 2025 guidance: revenue of $170 million to $180 million and GAAP gross margin of 37% to 39%.
Director Matt Ocko notified the company on November 7, 2025, that he will resign from the board effective November 30, 2025.
StandardAero reported third-quarter 2025 revenue of $1,498.0 million, up 20.4% from a year earlier, and net income of $68.1 million, compared with $16.4 million in the prior-year quarter. The company raised its full-year 2025 guidance for revenue, Adjusted EBITDA and free cash flow, which signals higher expected earnings and cash generation for the year for shareholders. Adjusted EBITDA margin declined to 13.1% from 13.5%.
Q3 2025 revenue was $1,498.0 million, up $253.3 million, or 20.4%, from $1,244.6 million
Q3 2025 net income was $68.1 million, compared with $16.4 million a year earlier
Full-year 2025 revenue guidance raised to $5,970 million to $6,030 million from $5,875 million to $6,025 million
Free cash flow guidance raised to $170 million to $190 million from $155 million to $175 million
Occidental reported third-quarter 2025 net income attributable to common stockholders of $661 million, or $0.65 per diluted share, and adjusted income of $649 million, or $0.64 per share. Results improved sharply from the second quarter but declined from the third quarter of 2024, and the company repaid $1.3 billion of debt, reducing principal debt to $20.8 billion.
Q3 2025 reported EPS $0.65 vs $0.26 in Q2 2025 and $0.98 in Q3 2024; adjusted EPS $0.64 vs $0.39 in Q2 2025 and $1.00 in Q3 2024
Total company production of 1,465 Mboed exceeded the high end of guidance
Operating cash flow of $2.8 billion; $1.3 billion of debt repaid in the quarter
Life360 reported unaudited third-quarter 2025 revenue of $124.5 million, up 34% year over year, and net income of $9.8 million, up 27%. It raised full-year 2025 revenue guidance to $474 million to $485 million and Adjusted EBITDA guidance to $84 million to $88 million. It also agreed to acquire Nativo, Inc. in a transaction valued at approximately $120 million in cash and common stock, with completion expected in January 2026.
Q3 2025 Adjusted EBITDA was $24.5 million, up from $9.0 million in Q3 2024.
Q3 2025 net income was $9.8 million, compared with $7.7 million in Q3 2024.
FY2025 revenue guidance raised to $474 million to $485 million from $462 million to $482 million; Adjusted EBITDA guidance raised to $84 million to $88 million from $72 million to $82 million.
Hardware gross profit and margin were affected by tariff-related costs, and Q3 hardware revenue fell 4% year over year to $11.3 million.
CoreWeave reported third-quarter 2025 results for the period ended September 30, 2025, with revenue of $1.36 billion, up from $583.9 million a year earlier. Net loss narrowed to $110.1 million, or $0.22 per share, from $359.8 million, or $1.82 per share, in the prior-year quarter. Operating income fell to $51.9 million from $117.1 million, and the company did not provide guidance in the release, saying it would give forward-looking guidance on its earnings call.
Revenue was $1.36 billion, compared with $583.9 million in the third quarter of 2024.
Net loss was $110.1 million, or $0.22 per share, compared with a net loss of $359.8 million, or $1.82 per share, a year earlier.
Operating income was $51.9 million, compared with $117.1 million, and adjusted EBITDA was $838.1 million.
Revenue backlog was $55.6 billion as of September 30, 2025; the release gives no forward guidance, which is to be provided on the earnings call.
Paramount Skydance reported third-quarter 2025 results, with pro forma revenue flat at $6.7 billion versus Q3 2024. The company reported net losses of $244 million before the August 6 deal close and $13 million after it, and issued a 2026 outlook of $30 billion in total revenue and $3.5 billion in adjusted OIBDA. For shareholders, the filing shows flat sales and losses in the reported periods, alongside higher adjusted OIBDA and a raised cost-savings target.
Pro forma Q3 2025 total revenue was $6.7 billion, flat versus $6.7 billion in Q3 2024.
Adjusted OIBDA was $297 million pre-close and $655 million post-close; the company expects Q4 2025 revenue of $8.1 billion to $8.3 billion and 2026 revenue of $30 billion.
Run-rate efficiency target raised to at least $3 billion from $2 billion, and about 1,000 employees were cut at the end of October.
ANI Pharmaceuticals filed an updated investor presentation that restates its third-quarter 2025 results, with total revenue of $228 million, up 54% year over year, and adjusted diluted EPS of $2.04, up 52%. The presentation says the company raised its full-year 2025 guidance for net revenue, adjusted EBITDA and adjusted diluted EPS, with the guidance issued on November 7, 2025. For shareholders, the higher outlook is a positive signal, although ILUVIEN revenue was pressured and the profit figures are non-GAAP measures.
Q3 2025 total revenue was $228 million, up 54% year over year; adjusted non-GAAP EBITDA was $60 million, up 70%; adjusted non-GAAP diluted EPS was $2.04, up 52%.
Full-year 2025 net revenue guidance is $854 million to $873 million, up from a previous $818 million to $843 million.
Full-year 2025 adjusted non-GAAP EBITDA guidance is $221 million to $228 million (previously $213 million to $223 million), and adjusted non-GAAP diluted EPS guidance is $7.37 to $7.64 (previously $6.98 to $7.35).
Q3 2025 ILUVIEN revenue was $17 million, which the company said was pressured by reduced access for Medicare patients and remaining YUTIQ units at physician offices.
RadNet reported third-quarter 2025 revenue of $522.9 million, up 13.4%, and Adjusted EBITDA of $84.9 million, up 15.2%. Net income attributable to RadNet stockholders was $5.4 million, or $0.07 per diluted share, compared with $3.2 million, or $0.04, a year earlier. The company raised its full-year 2025 revenue and Adjusted EBITDA guidance for the Imaging Center segment and its revenue guidance for Digital Health, which is a positive signal for shareholders.
Q3 2025 revenue was $522.9 million, up from $461.1 million; Adjusted EBITDA was $84.9 million, up 15.2%.
Q3 2025 net income attributable to RadNet was $5.4 million, or $0.07 per diluted share, versus $3.2 million, or $0.04, in Q3 2024.
Imaging Center 2025 revenue guidance was raised to $1,900 - $1,930 million and Adjusted EBITDA guidance to $276 - $284 million.
For the first nine months of 2025, the company reported a net loss of $18.1 million, or $(0.24) per share; cash was $804.7 million at September 30, 2025.
Organon reported third-quarter 2025 revenue of $1.602 billion, up 1% as reported and down 1% excluding foreign exchange, while GAAP net income fell to $160 million, or $0.61 per diluted share, from $359 million, or $1.38, a year earlier. The company lowered its full-year 2025 revenue guidance to $6.200 billion to $6.250 billion from $6.275 billion to $6.375 billion, a reduction in its outlook that matters to shareholders. Non-GAAP adjusted diluted EPS rose to $1.01 from $0.87.
Q3 2025 revenue was $1.602 billion, up 1% as reported and down 1% ex-FX; Women's Health fell 3% and Biosimilars rose 19%.
Reported gross margin was 53.5% versus 58.3% a year earlier; one-time manufacturing network optimization costs were the most significant driver.
Full-year 2025 revenue guidance was lowered to $6.200 billion to $6.250 billion; Adjusted EBITDA margin guidance was lowered to about 31.0% from 31.0% to 32.0%.
The board declared a quarterly dividend of $0.02 per share, payable December 11, 2025; Joe Morrissey is interim CEO.
Tyson Foods reported fourth-quarter fiscal 2025 sales of $13,860 million, up 2.2%, and adjusted EPS of $1.15, up 25%, while GAAP EPS fell to $0.13 from $1.00 a year earlier. The company also gave a fiscal 2026 outlook for total adjusted operating income of $2.1 billion to $2.3 billion and raised its quarterly dividend, so shareholders face a mix of higher adjusted results, a sharp GAAP profit decline and a guided adjusted operating income range that sits below fiscal 2025's $2,287 million.
Q4 sales of $13,860 million, up 2.2%; GAAP operating income of $158 million, down 70%
Q4 sales were reduced by $355 million in legal contingency accruals; GAAP EPS of $0.13 versus adjusted EPS of $1.15
Fiscal 2026 outlook: total adjusted operating income of $2.1 billion to $2.3 billion and sales up 2% to 4%, compared with fiscal 2025 adjusted operating income of $2,287 million
Quarterly dividend increased to $0.51 per Class A share, effective November 7, 2025
Roivant reported results for the quarter ended September 30, 2025. Net loss attributable to Roivant shareholders narrowed to $113.5 million from $230.2 million a year earlier, while revenue fell to $1.6 million from $4.5 million. R&D spending rose, and the company reported $4.4 billion in cash, cash equivalents, restricted cash and marketable securities.
Net loss attributable to Roivant was $113.5 million, or $0.17 per share, versus $230.2 million, or $0.31 per share, a year earlier
Revenue was $1.6 million versus $4.5 million in the prior-year quarter
R&D expenses rose to $164.6 million from $143.1 million; G&A expenses fell to $143.1 million from $202.9 million
Cash and marketable securities totaled $4.4 billion as of September 30, 2025; Investor Day is set for December 11, 2025
Maplebear (Instacart) reported third-quarter 2025 revenue of $939 million, up 10% year-over-year, and GAAP net income of $144 million, up 22%. Its board also raised the share repurchase authorization to $2.5 billion from $1 billion, and the company plans a $250 million accelerated share repurchase, which matters to shareholders as a large capital return and a sign of confidence in its cash generation.
Q3 2025 orders of 83.4 million, up 14% year-over-year; GTV of $9,170 million, up 10%
Total revenue $939 million, up 10%; GAAP gross profit $692 million, up 8%, but a lower share of GTV and revenue than in Q3 2024
GAAP net income $144 million, up 22%; adjusted EBITDA $278 million, up 22%
Q4 2025 outlook: GTV of $9,450 million to $9,600 million and adjusted EBITDA of $285 million to $295 million; $250 million accelerated share repurchase with Goldman Sachs expected to begin November 11, 2025
Starwood Property Trust reported third-quarter 2025 GAAP net income of $72.6 million and Distributable Earnings of $148.6 million, or $0.40 per diluted share. The company invested $4.6 billion in the quarter and ended it with record liquidity of $2.2 billion, including the Fundamental net lease portfolio acquisition. The filing does not include prior-period comparisons, so the direction of change versus last year cannot be determined from it.
GAAP net income of $72.6 million, or $0.19 per share, for the quarter ended September 30, 2025, after a $28.4 million credit loss provision and $26.0 million of depreciation
Distributable Earnings of $148.6 million, or $0.40 per diluted share
Invested $4.6 billion in the quarter, including $2.2 billion of triple net lease investments and a record $0.8 billion in infrastructure lending
Record liquidity of $2.2 billion; paid a quarterly dividend of $0.48 per share
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.