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).
Helmerich & Payne reported a fiscal fourth-quarter net loss of $57 million, or $0.58 per diluted share, including $56 million of non-recurring charges. Excluding those and other one-time items, the adjusted net loss was $1 million, or $0.01 per share. The company also gave initial fiscal 2026 guidance, including capital expenditures of $280 million to $320 million, and said it has repaid $210 million of its $400 million term loan.
Q4 fiscal 2025 revenue of $1.01 billion, down from $1.04 billion in the prior quarter and up from $694 million a year earlier; the year-earlier quarter had net income of $75 million, or $0.76 per diluted share
Q3 fiscal 2025 net loss was $1.64 per diluted share, so the Q4 loss narrowed sequentially
Fiscal 2026 gross capital expenditures are expected at $280 million to $320 million, with NAS investments of $40 million to $60 million
Term loan repayment of $210 million as of the end of October; the company now expects to repay the full $400 million by the end of the third fiscal quarter of 2026
J&J Snack Foods reported fiscal fourth-quarter net sales of $410.2 million, down 3.9% from the prior year, and diluted EPS of $0.58 versus $1.52, with results hit by $24.1 million of plant closure charges. Full-year net sales rose 1% to $1.58 billion, but full-year diluted EPS fell to $3.36 from $4.45. The company said it has begun a business transformation program it expects to generate at least $20 million of annualized operating income.
Q4 net sales were $410.2 million, down 3.9%; Frozen Beverage segment sales fell 8.3% to $99.6 million.
Q4 operating income was $11.5 million versus $39.8 million a year earlier, including $24.1 million of plant closure charges.
Q4 adjusted EPS was $1.58 versus $1.60; full-year adjusted EPS was $4.27 versus $4.93.
As of September 27, 2025, the company reported $105.9 million in cash and no long-term debt.
Brady Corporation reported fiscal 2026 first-quarter results for the period ended October 31, 2025. Sales rose 7.5% to $405.3 million, and GAAP diluted EPS rose 16.5% to $1.13, while adjusted diluted EPS rose 8.0% to $1.21. The company also raised the low end of its full-year adjusted diluted EPS guidance, which matters to shareholders because it signals a higher expected earnings floor for fiscal 2026.
Q1 net sales were $405.3 million, up 7.5% from $377.1 million, including 2.8% organic growth
Diluted EPS was $1.13 versus $0.97 a year earlier; adjusted diluted EPS was $1.21 versus $1.12
Full-year fiscal 2026 adjusted diluted EPS guidance is now $4.90 to $5.15, up from $4.85 to $5.15 at the low end
GAAP diluted EPS guidance is $4.57 to $4.82, compared with $4.55 to $4.85 previously
Aramark reported fiscal 2025 results for the year ended October 3, 2025, with revenue up 6% to $18.5 billion and GAAP earnings per share up 23% to $1.22. Fourth-quarter GAAP EPS fell 28% to $0.33, which included a non-cash asset impairment, while adjusted EPS rose 6% to $0.57. The company also guided fiscal 2026 adjusted operating income to $1.10 billion to $1.15 billion and raised its quarterly dividend 14% to $0.12 per share.
Fiscal 2025 revenue was $18.5 billion, up 6%; organic revenue grew 7%.
Fiscal 2025 GAAP EPS rose 23% to $1.22; adjusted EPS rose 19% to $1.82.
Fourth-quarter GAAP EPS fell 28% to $0.33; adjusted EPS rose 6% to $0.57.
Fiscal 2026 outlook: revenue of $19.55 billion to $19.95 billion and adjusted EPS of $2.18 to $2.28.
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.