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).
New Jersey Resources reported fiscal 2025 net financial earnings per share of $3.29, at the high end of its $3.20 to $3.30 guidance range, up from $2.95 a year earlier. Fourth-quarter results fell sharply, with net financial earnings of $16.2 million ($0.16 per share) versus $88.7 million ($0.89 per share), mainly due to lower Energy Services contributions. The company guided fiscal 2026 net financial earnings per share to $3.03 to $3.18.
Fiscal 2025 net income was $335.6 million ($3.35 per share), up from $289.8 million ($2.94 per share) in fiscal 2024.
Fourth-quarter fiscal 2025 net income was $15.1 million ($0.15 per share), down from $91.1 million ($0.92 per share) a year earlier.
Fiscal 2026 net financial earnings per share guidance is $3.03 to $3.18.
Management will host an earnings presentation via webcast on November 20, 2025, at 10:00 a.m. ET.
NVIDIA reported third-quarter fiscal 2026 revenue of $57.0 billion for the quarter ended October 26, 2025, up 62% from a year ago, with GAAP diluted earnings per share of $1.30 compared with $0.78 a year earlier. The company expects fourth-quarter revenue of $65.0 billion, plus or minus 2%, and GAAP gross margin of 74.8%, while third-quarter GAAP gross margin of 73.4% was down 1.2 points from a year earlier. Headline revenue and profit measures improved for shareholders, and the company returned $12.7 billion to shareholders in the quarter.
Revenue of $57.0 billion, up 22% from the prior quarter and 62% from a year ago; Data Center revenue was $51.2 billion.
GAAP diluted EPS of $1.30 versus $0.78 a year ago; GAAP net income of $31.9 billion.
Fourth-quarter fiscal 2026 revenue outlook of $65.0 billion, plus or minus 2%.
Returned $12.7 billion to shareholders in the quarter; $62.2 billion remained under the share repurchase authorization at quarter end.
Kulicke and Soffa reported fiscal fourth-quarter 2025 net revenue of $177.6 million, down from $181.3 million a year earlier but up from $148.4 million in the prior quarter. GAAP diluted EPS was $0.12, down from $0.22 a year earlier, and the company guided to GAAP diluted EPS of about $0.18 for the first quarter of fiscal 2026.
Q4 fiscal 2025 GAAP diluted EPS was $0.12 versus $0.22 a year earlier; non-GAAP diluted EPS was $0.28 versus $0.34.
Fiscal 2025 net revenue was $654.1 million versus $706.2 million, with net income of $0.2 million versus a net loss of $69.0 million in fiscal 2024.
First quarter fiscal 2026 outlook: net revenue about $190 million (+/- $10 million), GAAP diluted EPS about $0.18, non-GAAP diluted EPS about $0.33.
The company repurchased 2.4 million shares for $96.5 million in fiscal 2025, and cash, cash equivalents and short-term investments totaled $510.7 million as of October 4, 2025.
Universal Technical Institute reported fiscal 2025 revenue of $835.6 million, up 14.0%, and net income of $63.0 million, up 50.0%, with diluted EPS of $1.13 versus $0.75. For fiscal 2026 it guided to net income of $40 million to $45 million and diluted EPS of $0.71 to $0.80, both down 33% at the midpoint, and it said planned growth investments will temporarily moderate margins.
FY2025 revenue $835.6 million, up 14.0%; net income $63.0 million, up 50.0%; diluted EPS $1.13 versus $0.75
Q4 FY2025 revenue $222.4 million, up 13.3%; Q4 net income $18.8 million, flat versus $18.8 million; Q4 adjusted EBITDA $36.8 million, down 1.4%
FY2026 guidance: revenue $905 million to $915 million; net income $40 million to $45 million; adjusted EBITDA $114 million to $119 million versus $126.5 million in FY2025
Company expects to open at least two and up to five campuses and launch about 20 new programs annually, pending regulatory approval
TJX reported third-quarter fiscal 2026 net sales of $15.1 billion, up 7%, and diluted earnings per share of $1.28, up 12% from $1.14 a year earlier. The company raised its full-year fiscal 2026 guidance for comparable sales, pretax profit margin and diluted EPS, and expects to repurchase about $2.5 billion of stock in the fiscal year.
Q3 consolidated comparable sales rose 5%, and pretax profit margin was 12.7%, up from 12.3% a year earlier.
Full-year fiscal 2026 diluted EPS outlook raised to $4.63 to $4.66, a 9% increase over the prior year's $4.26.
Returned $1.1 billion to shareholders in Q3 through $594 million of buybacks and $472 million of dividends.
Q4 fiscal 2026 guidance unchanged: comparable sales up 2% to 3% and diluted EPS of $1.33 to $1.36.
Progressive reported its financial results for the month and year-to-date periods ended October 31, 2025, in a news release furnished under Item 7.01. October net income rose to $846 million, or $1.44 per diluted share, from $408 million, or $0.69, a year earlier, and the combined ratio improved to 89.7 from 94.1.
October 2025 net income was $846 million, up 107% from $408 million in October 2024.
Net premiums written were $7,002 million, up 6%, and net premiums earned were $7,078 million, up 11%.
The combined ratio was 89.7 versus 94.1 a year earlier; companywide policies in force were 38,379 thousand, up 12%.
Year-to-date net income was $9,203 million versus $6,532 million; November results are scheduled for December 17, 2025.
Williams-Sonoma reported third-quarter 2025 results with net revenues of $1.88 billion, comparable brand revenue up 4.0%, and diluted EPS of $1.96, up from $1.87 a year earlier. The company raised its fiscal 2025 operating margin guidance to 17.8% to 18.1% and approved a new $1 billion stock repurchase authorization, which takes effect once the current program is used up.
Q3 net revenues of $1.88 billion; comparable brand revenue up 4.0%, versus a decline of 2.9% in the prior-year quarter
Q3 operating margin of 17.0% and diluted EPS of $1.96, compared with $1.87 a year earlier
Fiscal 2025 operating margin outlook raised to 17.8% to 18.1%; comparable brand revenue growth of 2% to 5% reiterated
As of November 2, 2025, $637 million remained under the September 2024 buyback; a new $1 billion authorization was approved in November 2025
Lowe's reported third-quarter 2025 sales of $20.8 billion, up from $20.2 billion a year earlier, but diluted EPS fell to $2.88 from $2.99. Adjusted diluted EPS rose 5.9% to $3.06 after excluding $129 million in acquisition-related expenses. The company raised its full-year sales outlook to $86.0 billion but lowered its comparable sales and adjusted operating margin outlook, so the update is mixed for shareholders.
Net earnings were $1.6 billion ($1,616 million) versus $1.7 billion ($1,695 million) in the prior-year quarter.
Comparable sales rose 0.4%, with online sales up 11.4%.
Full-year comparable sales are now expected to be flat, previously flat to up 1%; adjusted operating margin is now 12.1%, previously 12.2% to 12.3%.
Full-year adjusted diluted EPS is now approximately $12.25, previously $12.20 to $12.45.
Target reported third quarter 2025 net sales of $25.3 billion, down 1.5% from last year, and GAAP diluted EPS of $1.51 versus $1.85. The company now expects full-year 2025 GAAP EPS of $7.70 to $8.70 and adjusted EPS of $7.00 to $8.00, and it maintained its fourth-quarter outlook for a low-single digit sales decline.
Net sales were $25.3 billion, down 1.5%; comparable sales fell 2.7%, with comparable digital sales up 2.4%.
GAAP diluted EPS was $1.51 versus $1.85 a year ago; adjusted EPS was $1.78, excluding business transformation costs.
Full-year 2025 GAAP EPS is now expected at approximately $7.70 to $8.70; adjusted EPS at approximately $7.00 to $8.00.
Share repurchases were $152 million in the quarter, with about $8.3 billion of remaining authorization at quarter end.
Griffon reported fiscal 2025 revenue of $2.5 billion, down 4% from the prior year, and net income of $51.1 million ($1.09 per share), down from $209.9 million ($4.23 per share). Results included a $217.2 million net-of-tax charge for third-quarter goodwill and intangible asset impairments in the Consumer and Professional Products segment, while adjusted net income rose to $263.6 million ($5.65 per share). The company also announced a 22% increase in its regular quarterly dividend to $0.22 per share.
Fiscal 2025 revenue was $2.5 billion, down 4% from $2.6 billion; fourth-quarter revenue was $662.2 million, up from $659.7 million.
Fourth-quarter net income was $43.6 million ($0.95 per share), down from $62.5 million ($1.29 per share); adjusted net income was $70.9 million ($1.54 per share) versus $70.9 million ($1.47 per share).
Free cash flow was $323.0 million in fiscal 2025, and leverage fell to 2.4x from 2.6x; the company repurchased 1.9 million shares for $134.7 million.
For fiscal 2026, Griffon expects revenue of $2.5 billion and adjusted EBITDA of $580 million to $600 million.
Valvoline reported fourth-quarter and fiscal 2025 results, with Q4 net revenues up 4% to $453.8 million but reported diluted EPS down 71% to $0.20. The company said it expects to close the $593 million Breeze Autocare acquisition on December 1, 2025, funded by a new $740 million Term Loan B, and gave fiscal 2026 adjusted EPS guidance of $1.60 to $1.70.
Q4 net revenues $453.8 million, up 4%; system-wide same-store sales up 6.0%
Q4 income from continuing operations $25.6 million, down 71%; adjusted EPS $0.45, down 2%
Fiscal 2026 outlook includes Breeze: net revenues $2.0 to $2.1 billion, adjusted EBITDA $525 to $550 million, adjusted EPS $1.60 to $1.70
Breeze deal: $593 million net purchase price, closing planned December 1, 2025; Investor Update scheduled December 11, 2025
Dycom Industries reported fiscal 2026 third-quarter results for the quarter ended October 25, 2025, with contract revenues up 14.1% to $1.452 billion and GAAP net income up to $106.4 million, or $3.63 per diluted share, from $69.8 million, or $2.37, a year earlier. The company raised the midpoint of its fiscal 2026 revenue outlook to a range of $5.350 billion to $5.425 billion and gave fourth-quarter guidance for contract revenues of $1.26 billion to $1.34 billion and diluted EPS of $1.30 to $1.65.
Q3 contract revenues were $1.452 billion, up 14.1%; organic revenue growth was 7.2%
GAAP diluted EPS was $3.63 versus $2.37 a year earlier; net income was $106.4 million versus $69.8 million
Fiscal 2026 contract revenue outlook is $5.350 billion to $5.425 billion, with the midpoint raised
Fourth-quarter fiscal 2026 guidance (quarter ending January 31, 2026): diluted EPS of $1.30 to $1.65
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.