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).
Tetra Tech reported results for the fourth quarter and fiscal year ended September 28, 2025, citing record quarterly net revenue and operating income. Fiscal 2025 GAAP EPS of $0.93 was lower than the prior year's $1.23 after a $115 million legal contingency charge and a $92.4 million goodwill impairment. The company also declared a $0.065 per share quarterly dividend and gave fiscal 2026 net revenue and EPS guidance.
Q4 fiscal 2025: net revenue $1.16 billion, operating income $181 million (up 26% year over year), diluted EPS $0.48 (up 37%).
Fiscal 2026 guidance: net revenue of $4.05 billion to $4.25 billion and EPS of $1.40 to $1.55.
Fiscal 2025 GAAP EPS was $0.93 versus adjusted EPS of $1.56, which excludes a $0.35 legal contingency and a $0.31 goodwill impairment.
Quarterly dividend of $0.065 per share payable December 12, 2025, to holders of record December 1, 2025; $50 million of stock repurchased in Q4.
Diodes reported third quarter 2025 revenue of $392.2 million, up 12% from a year earlier, with GAAP net income of $14.3 million, or $0.31 per diluted share, compared with $0.30 a year earlier. The company expects fourth quarter revenue of approximately $380.0 million, plus or minus 3%, which it says implies about 12% growth at the midpoint. Gross margin fell year over year, and non-GAAP adjusted EPS was $0.37 versus $0.43 a year earlier.
Q3 2025 revenue was $392.2 million, up 12% from $350.1 million a year earlier and up 7.1% from $366.2 million in Q2 2025.
GAAP net income was $14.3 million, or $0.31 per diluted share, versus $13.7 million, or $0.30, a year earlier; it was $46.1 million, or $0.99, in the prior quarter.
GAAP gross margin was 30.7%, down from 33.7% a year earlier.
Fourth quarter 2025 revenue guidance is approximately $380.0 million, plus or minus 3%, with GAAP gross margin expected at 31% plus or minus 1%.
Digi International reported fourth-quarter fiscal 2025 revenue of $114 million, up 9%, while net income fell 16% to $10 million and diluted EPS fell 19% to $0.26. For the full year, revenue rose 1% to $430 million and net income rose 81% to $41 million. The company also gave fiscal 2026 outlook calling for revenue growth of 10% to 15%, and the results are mixed for shareholders because sales grew while quarterly GAAP profit declined.
Q4 revenue was $114 million, up 9%; diluted EPS was $0.26, down 19%; adjusted diluted EPS was $0.56, up 8%.
Full-year revenue was $430 million, up 1%; net income was $41 million, up 81%; diluted EPS was $1.08, up 77%.
Fiscal 2026 outlook projects revenue growth of 10% to 15% and ARR growth of approximately 10%; first-quarter revenue is estimated at $114 million to $118 million.
Digi completed its acquisition of Jolt Software in August for $145.7 million, net of cash assumed.
Cisco reported fiscal first-quarter 2026 revenue of $14.9 billion, up 8% year over year, with GAAP EPS of $0.72 (up 6%) and non-GAAP EPS of $1.00 (up 10%). The company said both EPS figures were above the high end of its guidance ranges, and it guided fiscal second-quarter non-GAAP EPS to $1.01 to $1.03 and fiscal 2026 non-GAAP EPS to $4.08 to $4.14.
Q1 fiscal 2026 revenue was $14.9 billion, up 8%; GAAP net income was $2.9 billion and non-GAAP net income was $4.0 billion.
Q2 fiscal 2026 guidance: revenue of $15.0 billion to $15.2 billion and non-GAAP EPS of $1.01 to $1.03.
Fiscal 2026 guidance: revenue of $60.2 billion to $61.0 billion and non-GAAP EPS of $4.08 to $4.14; guidance includes the estimated impact of tariffs under current trade policy.
Cisco declared a quarterly dividend of $0.41 per share, payable January 21, 2026, to holders of record as of January 2, 2026.
TransDigm reported fourth-quarter fiscal 2025 results for the period ended September 30, 2025, with net sales up 12% to $2,437 million and net income up 30% to $609 million. The company also issued fiscal 2026 guidance calling for net income of $1,906 million to $2,026 million, below fiscal 2025's $2,074 million, which it attributed mainly to added interest expense from fourth-quarter financing.
Q4 net sales $2,437 million, up 12%; net income $609 million, up 30%; EPS $7.75, up 34%
Q4 GAAP EPS reduced by $2.75 from dividend equivalent payments tied to the $90.00 per share special dividend paid September 12, 2025
FY2026 guidance: net sales $9,750 million to $9,950 million; net income $1,906 million to $2,026 million
FY2026 adjusted EPS guidance of $36.49 to $38.53 versus $37.33 in fiscal 2025
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.