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).
EZCORP reported fourth-quarter and full-year fiscal 2025 results for the period ended September 30, 2025, with higher revenue, net income and diluted earnings per share compared with the prior year. The company also said it has a newly authorized share repurchase program, though the filing does not give its size. The results are the company's fiscal 2025 report, and management will discuss them on a conference call on November 14, 2025.
Fourth-quarter total revenues rose 14% to $336.8 million; diluted EPS rose 62% to $0.34 on a GAAP basis.
Full-year net income was $109.6 million, and diluted EPS rose 29% to $1.42.
Full-year adjusted EBITDA rose 26% to $191.2 million; pawn loans outstanding reached $307.5 million, up 12%.
Conference call is set for November 14, 2025, at 8:00 am Central Time.
Applied Materials reported fourth-quarter fiscal 2025 revenue of $6.80 billion, down 3% from a year earlier, and non-GAAP diluted EPS of $2.17, down 6%. For the full fiscal year, revenue rose 4% to $28.37 billion and non-GAAP EPS rose 9% to $9.42, and the company guided first-quarter fiscal 2026 revenue to $6.85 billion plus or minus $500 million.
Q4 fiscal 2025: revenue $6.80 billion, down 3%; GAAP diluted EPS $2.38, up 14%; non-GAAP diluted EPS $2.17, down 6%
Full fiscal 2025: revenue $28.37 billion, up 4%; non-GAAP diluted EPS $9.42, up 9%
Q1 fiscal 2026 outlook: total net revenue $6.85 billion plus or minus $500 million; non-GAAP diluted EPS $2.18 plus or minus $0.20
Q4 included $181 million in restructuring charges related to a workforce reduction plan announced in the fourth quarter
MarineMax reported fiscal 2025 fourth-quarter revenue of $552.2 million, down from $563.1 million a year earlier, and a net loss of $0.9 million, or $0.04 per share, compared with net income of $4.0 million a year earlier. For the full year, the company reported a net loss of $31.6 million after a $69.1 million non-cash goodwill impairment, and it issued fiscal 2026 guidance of $110 million to $125 million in adjusted EBITDA and $0.40 to $0.95 per diluted share in adjusted net income.
Q4 fiscal 2025 adjusted EBITDA was $17.3 million, versus $33.5 million in the prior-year quarter.
Q4 gross margin rose to 34.7% from 34.3%, while SG&A expenses rose to $177.6 million from $166.4 million.
Full-year fiscal 2025 reported loss per share was $1.43; adjusted earnings per share was $0.61 versus $2.13 a year earlier.
Fiscal 2026 guidance: adjusted EBITDA of $110 million to $125 million and adjusted net income of $0.40 to $0.95 per diluted share.
Sally Beauty Holdings reported fourth-quarter fiscal 2025 net sales of $947.1 million, up 1.3%, and adjusted diluted EPS of $0.55, up 10%. For the full year, net sales fell 0.4% to $3.70 billion while adjusted diluted EPS rose 12% to $1.90, and the company gave fiscal 2026 guidance of $2.00 to $2.10 adjusted diluted EPS.
Q4 net sales of $947.1 million, up 1.3%; GAAP diluted EPS of $0.49, up 6.5%; adjusted diluted EPS of $0.55, up 10%
Full-year net sales of $3.70 billion, down 0.4%; GAAP diluted EPS of $1.89, up 32%; adjusted diluted EPS of $1.90, up 12%
Fiscal 2026 guidance: net sales of $3.71 billion to $3.77 billion and adjusted diluted EPS of $2.00 to $2.10
Long-term targets through fiscal 2028 include adjusted diluted EPS growth of 10% or more annually
Disney reported fourth-quarter and full-year fiscal 2025 results for the period ended September 27, 2025. Full-year revenue rose 3% to $94.4 billion and full-year adjusted EPS rose 19% to $5.93, while fourth-quarter revenue was flat and fourth-quarter adjusted EPS fell 3% to $1.11. For fiscal 2026, Disney guided to double-digit adjusted EPS growth and said it plans to double share repurchases to $7 billion.
Full-year diluted EPS was $6.85, up from $2.72; fourth-quarter diluted EPS was $0.73, up from $0.25
Fourth-quarter total segment operating income fell 5% to $3.5 billion from $3.7 billion
Fiscal 2026 guidance includes double-digit adjusted EPS growth and a share repurchase target of $7 billion, double the fiscal 2025 level
Board declared a cash dividend of $1.50 per share, payable in two installments of $0.75 on January 15, 2026 and July 22, 2026
Edgewell Personal Care reported fourth-quarter and fiscal 2025 results on November 13, 2025, with a fourth-quarter GAAP net loss of $30.6 million after a $51.1 million goodwill impairment tied to its Feminine Care business. Fiscal 2025 GAAP EPS was $0.53, down from $1.97, and the company gave fiscal 2026 guidance that excludes the planned $340 million sale of Feminine Care to Essity.
Q4 net sales were $537.2 million, up 3.8%, but the company posted a GAAP net loss of $30.6 million, or $0.66 per diluted share, versus net income of $8.8 million a year earlier.
Q4 included a non-cash goodwill impairment charge of $51.1 million for the Feminine Care reporting unit.
Fiscal 2025 net sales were $2,223.5 million, down 1.3%, and GAAP diluted EPS was $0.53 versus $1.97 in fiscal 2024.
Fiscal 2026 adjusted EPS is expected at $2.15 to $2.55, compared with fiscal 2025 adjusted EPS of $2.52; the outlook excludes the $340 million Feminine Care divestiture to Essity.
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.