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).
Abercrombie & Fitch reported third-quarter fiscal 2025 results on November 25, 2025, with net sales up 7% to $1.3 billion, while diluted earnings per share fell to $2.36 from $2.50 and operating margin declined to 12.0% from 14.8%. The company narrowed its full-year net income per diluted share outlook to $10.20 to $10.50 from $10.00 to $10.50, raising the low end of the range, and repurchased $100 million of shares in the quarter.
Q3 net sales of $1.3 billion, up 7% from a year earlier; comparable sales rose 3%.
Operating income of $155 million vs. $179 million a year earlier; diluted EPS of $2.36 vs. $2.50.
Full-year fiscal 2025 diluted EPS outlook narrowed to $10.20 to $10.50 from $10.00 to $10.50; Q4 EPS outlook is $3.40 to $3.70.
$100 million of shares repurchased in Q3; $950 million remains on the March 2025 authorization.
Deere reported fourth-quarter fiscal 2025 net income of $1.065 billion, or $3.93 per share, down from $1.245 billion, or $4.55 per share, a year earlier, while net sales and revenues rose 11% to $12.394 billion. For fiscal 2026, the company forecasts net income of $4.00 billion to $4.75 billion, compared with $5.027 billion for fiscal 2025, and says 2026 will mark the bottom of the large ag cycle.
Q4 net income $1.065 billion ($3.93 per diluted share) vs. $1.245 billion ($4.55) a year earlier
Q4 net sales and revenues $12.394 billion, up 11%; full-year revenue $45.684 billion, down 12%
Q4 included a $95 million pretax litigation accrual tied to a consolidated antitrust class action
Fiscal 2026 net income forecast of $4.00 billion to $4.75 billion; large ag U.S. & Canada industry outlook down 15 to 20%
HP reported fiscal 2025 results on November 25, 2025, with net revenue of $55.3 billion, up 3.2%, while GAAP diluted EPS fell 5.7% to $2.65 and non-GAAP diluted EPS fell 9.0% to $3.12. The same day, the Board approved an AI-focused plan with approximately $650 million in restructuring and other charges and estimated gross run rate savings of approximately $1 billion by the end of fiscal 2028. The company also raised its quarterly dividend to $0.30 per share, and its fiscal 2026 non-GAAP diluted EPS outlook is $2.90 to $3.20.
FY25 net revenue was $55.3 billion, up 3.2%; GAAP diluted EPS was $2.65, down from $2.81 a year earlier.
The plan includes approximately $650 million in restructuring and other charges, of which approximately $550 million is cash, with approximately $250 million in fiscal 2026.
Workforce reductions of approximately 4,000 to 6,000 employees are expected by the end of fiscal 2028, with about $400 million of the charges in labor costs.
Quarterly dividend increases to $0.30 per share, payable January 2, 2026 to holders of record as of December 11, 2025.
Arrowhead reported fiscal 2025 results for the year ended September 30, 2025, with revenue of $829.4 million, up from $3.6 million a year earlier. The company's net loss attributable to Arrowhead narrowed to $1.6 million, or $0.01 per diluted share, from $599.5 million, or $5.00 per share, in fiscal 2024, driven largely by milestone payments from Sarepta Therapeutics and the Novartis licensing deal.
Revenue was $829.4 million for fiscal 2025 versus $3.6 million for fiscal 2024.
Operating income was $98.3 million versus an operating loss of $601.1 million a year earlier.
Net loss attributable to Arrowhead was $1.6 million, or $0.01 per diluted share, versus $599.5 million, or $5.00 per share.
The FDA approved REDEMPLO (plozasiran) for adults with familial chylomicronemia syndrome, and the company received a $200 million upfront payment from Novartis.
Dell Technologies reported fiscal third-quarter 2026 results for the quarter ended October 31, 2025, with revenue of $27.0 billion, up 11% year over year, and GAAP diluted EPS of $2.28, up 39%. The company raised its AI server shipment guidance to roughly $25 billion and full-year revenue guidance to a midpoint of $111.7 billion, which points to stronger expected results for shareholders.
Third-quarter revenue of $27.0 billion, up 11%; ISG revenue up 24% to $14.1 billion
GAAP diluted EPS of $2.28, up 39%; non-GAAP diluted EPS of $2.59, up 17%
FY26 revenue guidance of $111.2 billion to $112.2 billion; fourth-quarter revenue guidance of $31.0 billion to $32.0 billion
Returned $1.6 billion to shareholders in the quarter; David Kennedy named chief financial officer on a permanent basis
NetApp reported fiscal second-quarter 2026 results for the period ended October 24, 2025, with net revenues of $1.71 billion, up 3% from a year earlier, and GAAP diluted earnings per share of $1.51, up from $1.42. The company also gave guidance for the third quarter and full fiscal 2026, with full-year net revenues expected between $6.625 billion and $6.875 billion.
Net revenues were $1.71 billion, up 3% year over year; GAAP net income was $305 million versus $299 million.
Non-GAAP diluted EPS was $2.05, up 10% from $1.87; GAAP operating profit was $399 million.
Third-quarter fiscal 2026 GAAP EPS is expected at $1.52 to $1.62; full-year fiscal 2026 GAAP EPS at $5.82 to $6.12.
NetApp returned $353 million to stockholders through share repurchases and dividends; next dividend is $0.52 per share, payable January 21, 2026.
CleanSpark reported fiscal year 2025 results for the year ended September 30, 2025, with revenue of $766.3 million, up 102.2% from $379 million, and net income of $364.5 million, or $1.25 per basic share, compared with a net loss of $145.8 million a year earlier. The filing notes a $425.6 million gain on the fair value of bitcoin within operating results, and the company cites a recently closed $1.15 billion 0% convertible transaction for expansion of its power and land portfolio.
Revenue of $766.3 million, up $387.3 million from the prior year
Net income of $364.5 million ($1.25 basic per share) versus a net loss of $145.8 million ($0.69 per share) in fiscal 2024
Adjusted EBITDA of $823.4 million, up from $245.8 million; the company will no longer exclude bitcoin impairments or realized bitcoin gains from this measure
Long-term debt of $644.6 million and cash of $43.0 million as of September 30, 2025
Workday reported fiscal 2026 third-quarter revenue of $2.432 billion, up 12.6% year over year, with GAAP diluted earnings of $0.94 per share versus $0.72 a year earlier. The company also issued fourth-quarter guidance and updated its full-year fiscal 2026 subscription revenue outlook to $8.828 billion, which shareholders can compare against future results.
Total revenues were $2.432 billion, up 12.6%; subscription revenues were $2.244 billion, up 14.6%.
GAAP diluted EPS was $0.94 versus $0.72; non-GAAP diluted EPS was $2.32 versus $1.89.
Q4 fiscal 2026 subscription revenue guidance is $2.355 billion (15.5% growth); full-year guidance is $8.828 billion (14.4% growth).
Workday repurchased about 3.4 million Class A shares for $803 million in the quarter.
Autodesk reported fiscal third-quarter 2026 revenue of $1.85 billion, up 18% from a year earlier, with GAAP diluted earnings per share of $1.60 versus $1.27. The company raised its full-year fiscal 2026 guidance, which now includes revenue of $7.150 billion to $7.165 billion and GAAP EPS of $5.16 to $5.33.
Q3 fiscal 2026 revenue was $1,853 million, up 18% as reported and in constant currency; Americas $820 million, EMEA $715 million, APAC $318 million.
GAAP diluted EPS was $1.60 versus $1.27 a year earlier; non-GAAP EPS was $2.67, up $0.50 year over year.
Full-year fiscal 2026 guidance now calls for revenue of $7,150 million to $7,165 million and non-GAAP EPS of $10.18 to $10.25; the prior guidance figures are not in the filing.
Nutanix reported first quarter fiscal 2026 results on November 25, 2025, with revenue up 13% and GAAP net income more than doubling from a year earlier. The CFO said some revenue shifted from Q1 into future periods, and the company updated its full-year revenue guidance to $2.82 - $2.86 billion while raising its full-year free cash flow guidance to $800 - $840 million. Shareholders see higher quarterly profit and cash flow, but the revenue timing shift and revised revenue outlook are the main points to note.
Revenue of $670.6 million, up 13% from $591.0 million in the first quarter of fiscal 2025
GAAP net income of $62.1 million, or $0.21 per diluted share, versus $29.9 million, or $0.10, a year earlier
ARR of $2.28 billion, up 18% year over year; free cash flow of $174.5 million versus $151.9 million
Q2 fiscal 2026 revenue outlook of $705 - $715 million; fiscal 2026 revenue outlook of $2.82 - $2.86 billion
J.M. Smucker reported fiscal 2026 second-quarter net sales of $2.3 billion, up 3%, driven by higher net pricing, while adjusted earnings per share fell 24% to $2.10. The company narrowed its full-year adjusted EPS guidance to $8.75 to $9.25 from $8.50 to $9.50, which keeps the midpoint at $9.00 unchanged.
Net sales were $2,330.1 million, up 3% from $2,271.2 million; excluding divestitures and currency, sales rose 5%.
Adjusted EPS was $2.10 versus $2.76 a year earlier; GAAP diluted EPS was $2.26 versus a loss of $0.23.
Fiscal 2026 adjusted EPS guidance is $8.75 to $9.25, down from the prior $8.50 to $9.50 range at the top end and up at the bottom; net sales growth guidance is 3.5% to 4.5%.
Free cash flow was $280.2 million versus $317.2 million a year earlier; full-year free cash flow guidance is unchanged at $975.0 million.
DICK'S Sporting Goods reported third-quarter results that showed higher sales but a sharp drop in GAAP earnings per share, which fell to $0.86 from $2.75 a year earlier, largely reflecting the September 8, 2025 Foot Locker acquisition. The company raised its full-year 2025 comparable sales and EPS outlook for the DICK'S Business, while expecting future pre-tax charges of $500 million to $750 million tied to reviewing unproductive Foot Locker assets and merger costs.
Q3 GAAP EPS was $0.86 versus $2.75 a year earlier; non-GAAP EPS for the DICK'S Business was $2.78 versus $2.75
Full-year 2025 DICK'S Business EPS guidance raised to $14.25 to $14.55 from $13.90 to $14.50; comparable sales guidance raised to 3.5% to 4.0% from 2.0% to 3.5%
Foot Locker acquired September 8, 2025 for $2.5 billion; Q4 Foot Locker gross margin expected to be down 1,000 to 1,500 basis points
Quarterly dividend of $1.2125 per share declared, payable December 26, 2025 to holders of record on December 12, 2025
Analog Devices reported fourth-quarter fiscal 2025 revenue of $3.08 billion, up 26% from a year earlier, with diluted EPS of $1.60 versus $0.96. For fiscal 2025, revenue rose 17% to $11.0 billion and diluted EPS rose to $4.56 from $3.28. The company also forecast first-quarter fiscal 2026 revenue of $3.1 billion, plus or minus $100 million, and reported EPS of $1.60, plus or minus $0.10.
Q4 fiscal 2025 revenue $3.08 billion, up 26%; operating income $945 million, up 66%
Fiscal 2025 free cash flow $4.3 billion; $2.2 billion of share repurchases and $1.9 billion of dividends
Best Buy reported third-quarter fiscal 2026 results with enterprise revenue of $9.67 billion and comparable sales up 2.7%, after a 2.9% decline a year earlier. GAAP diluted EPS fell to $0.66 from $1.26 because of a $171 million goodwill and intangible impairment tied to Best Buy Health, while adjusted diluted EPS rose to $1.40 from $1.26. The company raised its FY26 adjusted diluted EPS guidance to $6.25 to $6.35 from $6.15 to $6.30.
Enterprise revenue of $9,672 million in Q3 FY26 vs. $9,445 million a year earlier; comparable sales up 2.7%
GAAP diluted EPS of $0.66 vs. $1.26 last year, reflecting $192 million of Best Buy Health impairments in the quarter
Adjusted diluted EPS of $1.40 vs. $1.26 last year
FY26 guidance raised: adjusted diluted EPS to $6.25 to $6.35 (from $6.15 to $6.30) and revenue to $41.65 billion to $41.95 billion (from $41.1 billion to $41.9 billion)
Kohl's reported third-quarter fiscal 2025 results, with net sales down 2.8% to $3.4 billion and diluted EPS of $0.07 versus $0.20 a year earlier. The company raised its full-year 2025 outlook, though it still expects net sales to fall 3.5% to 4%, and named Michael Bender permanent CEO. Shareholders face a mixed picture: weaker sales and profit in the quarter alongside a higher full-year outlook.
Q3 net sales fell 2.8% to $3.4 billion; comparable sales fell 1.7%
Q3 diluted EPS was $0.07 versus $0.20 a year earlier; adjusted diluted EPS was $0.10 versus $0.20
Full-year 2025 adjusted diluted EPS guidance is $1.25 to $1.45; net sales guidance is a decrease of 3.5% to 4%
Nine-month net income of $147 million included a $129 million gain on a credit card interchange fee lawsuit settlement
Burlington Stores reported third-quarter 2025 results with total sales up 7% to $2,706 million and net income of $105 million, or $1.63 per share, versus $1.40 a year earlier. The company raised its full-year 2025 adjusted EPS guidance to $9.69 to $9.89, but comparable store sales rose only 1% and merchandise inventories grew 15%.
Third-quarter total sales rose 7% to $2,706 million; comparable store sales rose 1%.
Third-quarter net income was $105 million, or $1.63 per share, versus $91 million, or $1.40 per share, a year earlier.
Full-year 2025 adjusted EPS guidance raised to $9.69 to $9.89, versus $8.35 last year; fourth-quarter comparable store sales guidance kept at 0% to 2%.
Amentum reported fourth-quarter and full-year fiscal 2025 results (ended October 3, 2025) and initiated fiscal 2026 guidance. Full-year GAAP revenue rose 72% to $14.4 billion and net income attributable to common shareholders was $66 million, compared with a $82 million loss a year earlier, largely reflecting the combination with Jacobs' CMS businesses. Fourth-quarter GAAP diluted EPS fell 42% to $0.16, while fiscal 2026 guidance calls for revenue of $13.95 billion to $14.30 billion and adjusted diluted EPS of $2.25 to $2.45.
Full-year GAAP revenue $14.4 billion, up 72%; pro forma revenue up 4% to $14.4 billion
Full-year GAAP diluted EPS $0.27 vs. $(0.90) prior year; adjusted diluted EPS $2.22, up 11%
Fourth-quarter GAAP diluted EPS $0.16 vs. $0.28 a year earlier (down 42%)
Fiscal 2026 guidance: revenue $13.95 billion to $14.30 billion; adjusted diluted EPS $2.25 to $2.45; free cash flow $525 million to $575 million
StoneX Group reported results for the fiscal fourth quarter ended September 30, 2025, in a press release furnished as Exhibit 99.1. Quarterly net income rose 12% to $85.7 million and net operating revenues rose 29% to $585.1 million, while diluted EPS was $1.57 versus $1.55, held back by $9.3 million in acquisition-related charges. For shareholders, fiscal 2025 net income reached a record $305.9 million, up 17%, and full consolidated financial statements will be included in the Form 10-K.
Quarterly net income of $85.7 million, up 12% from $76.7 million a year earlier; diluted EPS of $1.57 versus $1.55
Quarterly net operating revenues of $585.1 million, up 29%; total revenues of $32,723.4 million, up 5%
Acquisition-related charges of $9.3 million, including $8.0 million in investment banking fees and $1.3 million in bridge loan financing charges, reduced diluted EPS by about $0.13; R.J. O'Brien acquisition closed July 31, 2025
Fiscal year net income of $305.9 million, up 17%; fiscal year diluted EPS of $5.89 versus $5.31
Central Garden & Pet reported fiscal 2025 net sales of $3.1 billion, down from $3.2 billion, while GAAP diluted EPS rose to $2.55 from $1.62 and non-GAAP diluted EPS rose to $2.73 from $2.13. The company expects fiscal 2026 non-GAAP EPS of $2.70 or better, which is slightly below the fiscal 2025 non-GAAP result, and the results are preliminary until its Form 10-K is filed.
Fiscal 2025 net sales were $3.1 billion versus $3.2 billion, a decrease of 2%.
Fiscal 2025 GAAP diluted EPS was $2.55 versus $1.62; non-GAAP diluted EPS was $2.73 versus $2.13.
Fourth-quarter net sales were $678 million versus $669 million, and the net loss narrowed to $10 million from $34 million.
Fiscal 2026 outlook calls for non-GAAP EPS of $2.70 or better and capital spending of $50 million to $60 million.
Agilent reported fourth-quarter fiscal 2025 revenue of $1.86 billion, above its revenue guidance and up 9.4% from a year earlier, with GAAP EPS of $1.53 and non-GAAP EPS of $1.59. The company also issued fiscal 2026 guidance calling for revenue of $7.3 billion to $7.4 billion and non-GAAP EPS of $5.86 to $6.00.
Q4 revenue of $1.86 billion, up 9.4% reported and 7.2% on a core basis, exceeding revenue guidance
GAAP EPS of $1.53 versus $1.22 a year earlier; non-GAAP EPS of $1.59 versus $1.46
FY26 revenue outlook of $7.3 billion to $7.4 billion; non-GAAP EPS outlook of $5.86 to $6.00 versus $5.59 in FY25
Q1 FY26 revenue outlook of $1.79 billion to $1.82 billion; non-GAAP EPS of $1.35 to $1.38
Keysight reported fourth-quarter and fiscal 2025 results, with quarterly revenue of $1.42 billion, up from $1.29 billion a year earlier, and GAAP net income of $229 million, or $1.33 per diluted share, compared with a GAAP net loss of $73 million a year earlier. The board also authorized a new share repurchase program of up to $1.5 billion, and the company guided first-quarter fiscal 2026 revenue to $1.53 billion to $1.55 billion.
Q4 non-GAAP EPS was $1.91, versus $1.65 a year earlier; GAAP diluted EPS was $1.33, versus a loss of $0.42.
Fiscal 2025 revenue was $5.37 billion, up from $4.98 billion, and GAAP net income was $846 million, or $4.89 per diluted share.
Q4 free cash flow fell to $188 million from $328 million a year earlier, and the new $1.5 billion buyback replaces the previous program.
Semtech reported unaudited third-quarter fiscal 2026 results for the quarter ended October 26, 2025, with net sales of $267.0 million, up 13% from a year earlier, and a GAAP net loss of $2.9 million, compared with $7.6 million a year ago. The company also guided fourth-quarter net sales to $273.0 million, plus or minus $5.0 million, and adjusted diluted EPS to $0.43, plus or minus $0.03.
Q3 net sales of $267.0 million, up from $236.8 million a year earlier; GAAP diluted loss per share of $0.03 vs. $0.10 a year ago
Non-GAAP adjusted diluted EPS of $0.48, up from $0.26 a year ago; GAAP operating margin of 11.6% vs. 7.5%
Q3 included $21.2 million of induced conversion expense tied to debt; cash interest costs were substantially reduced per the CFO
Q4 fiscal 2026 outlook: net sales $273.0 million +/- $5.0 million; adjusted operating margin 17.8% +/- 80 bps
Woodward reported fiscal 2025 net sales of $3.6 billion, up 7%, and diluted earnings per share of $7.19, up 20%, for the year ended September 30, 2025. The company also guided fiscal 2026 EPS to $7.50 to $8.00 and the board authorized a new three-year $1.8 billion share repurchase program.
Fiscal 2025 net sales were $3.6 billion, up 7%, and net earnings were $442 million, up 19%.
Fourth quarter 2025 net sales were $995 million, up 16%, and diluted EPS was $2.23, up 64%.
Fiscal 2026 guidance calls for EPS of $7.50 to $8.00 and total sales growth of 7% to 12%.
The board authorized a new three-year $1.8 billion share repurchase program.
Buckle reported net income of $48.7 million, or $0.96 per diluted share, for the fiscal quarter ended November 1, 2025, up from $44.2 million, or $0.88 per diluted share, a year earlier. Net sales rose 9.3% to $320.8 million, and comparable store net sales increased 8.3%. The filing does not include updated guidance.
Q3 diluted EPS was $0.96, versus $0.88 in the prior-year quarter.
Online sales rose 13.6% to $53.0 million in the quarter.
For the 39 weeks ended November 1, 2025, net income was $128.9 million, or $2.55 per diluted share, versus $2.35 a year earlier.
Store count was 442 at quarter end, compared with 445 a year earlier.
Moog reported fourth-quarter fiscal 2025 net sales of $1,049 million, up 14%, and diluted earnings per share of $2.01, up 53% from a year earlier. The company forecast fiscal 2026 net sales of $4.2 billion and diluted EPS of $10.00, compared with $3.9 billion and $7.33 in fiscal 2025, and its board declared a $0.29 quarterly dividend.
Q4 2025 net sales $1,049 million vs. $919 million in Q4 2024; diluted EPS $2.01 vs. $1.31, as reported.
Fiscal 2026 guidance: net sales $4.2 billion (fiscal 2025: $3.9 billion); diluted EPS $10.00, within +/- $0.20 (fiscal 2025: $7.33).
Quarterly dividend of $0.29 per share, payable December 17, 2025, to holders of record as of December 8, 2025.
Prior-period results for 2023 through 2025 were revised for immaterial misstatements tied to Commercial Aircraft aftermarket service contracts.
Matthews International reported fourth-quarter fiscal 2025 sales of $318.8 million, down 28.6% from a year earlier, and a GAAP net loss of $27.5 million, or $0.88 per diluted share, compared with a loss of $68.2 million a year earlier. The company said the SGK divestiture was a significant factor in the year-over-year comparison. It also targets fiscal 2026 adjusted EBITDA of at least $180 million, below the $187.5 million reported for fiscal 2025.
Q4 sales of $318.8 million vs. $446.7 million a year earlier; fiscal 2025 sales of $1.50 billion vs. $1.80 billion
Q4 non-GAAP EPS of $0.50 vs. $0.55 a year earlier; fiscal 2025 non-GAAP EPS of $1.26 vs. $2.17
Fiscal 2026 adjusted EBITDA target of at least $180 million, including the 40% share of Propelis, vs. $187.5 million in fiscal 2025
Pending warehouse automation sale is expected to reduce the net leverage ratio below 3.0x, with proceeds mainly for debt reduction
UGI reported fiscal 2025 results for the year ended September 30, 2025, with GAAP net income of $678 million, up from $269 million, and full-year revenues of $7,287 million, up from $7,210 million. The company also issued fiscal 2026 adjusted diluted EPS guidance of $2.90 to $3.15, which assumes normal weather and the current tax regime, compared with fiscal 2025 adjusted diluted EPS of $3.32.
GAAP diluted EPS was $3.09 for fiscal 2025, versus $1.25 in fiscal 2024; adjusted diluted EPS was $3.32, versus $3.06.
Fourth-quarter GAAP net loss attributable to UGI narrowed to $13 million from $273 million a year earlier.
Fiscal 2026 adjusted diluted EPS guidance range is $2.90 to $3.15, and the company raised its expected EPS compound annual growth rate to 5% to 7% between FY24 and FY29.
Available liquidity was approximately $1.6 billion, with leverage of 3.9x at UGI Corporation and 4.9x at AmeriGas Propane.
IES Holdings reported fourth-quarter and full-year fiscal 2025 results for the period ended September 30, 2025, with revenue and profit both higher than a year earlier. The company also said it has entered a definitive agreement to acquire Gulf Island Fabrication, and its compensation committee approved a fiscal 2026 cash bonus plan for CEO Matt Simmes with a maximum payout of $5 million.
Q4 revenue of $898 million, up 16%; diluted EPS of $4.99 versus $3.06 a year earlier
Fiscal 2025 revenue of $3.37 billion, up 17%; net income attributable to IES of $306.0 million, up 40%
Definitive agreement to acquire Gulf Island Fabrication, Inc., announced after quarter end
Simmes' fiscal 2026 SSTIP bonus is tied to adjusted pretax income, with a maximum payout of $5 million
Azenta reported fourth-quarter revenue of $159 million, up 6% year over year, and fiscal 2025 revenue of $594 million, up 4%. Q4 diluted EPS from continuing operations was $1.11, compared with a loss of $0.04 a year earlier, though that figure includes a one-time $45.6 million tax benefit. The company expects fiscal 2026 organic revenue growth of 3% to 5% and adjusted EBITDA margin expansion of about 300 basis points.
Q4 fiscal 2025 revenue was $159 million, up 6% year over year, and 4% on an organic basis.
Q4 diluted EPS from continuing operations was $1.11 versus a loss of $0.04, including a one-time $45.6 million tax benefit.
Fiscal 2025 total diluted EPS was a loss of $1.30, compared with a loss of $3.10 in fiscal 2024.
Fiscal 2026 guidance: organic revenue growth of 3% to 5% and adjusted EBITDA margin expansion of about 300 basis points.
BJ's Wholesale Club Holdings reported third-quarter fiscal 2025 results for the thirteen weeks ended November 1, 2025. Total revenues rose 4.9% to $5.35 billion, but net income fell 2.4% to $152.1 million and diluted EPS slipped to $1.15 from $1.17. The company raised its adjusted EPS outlook for fiscal 2025 to $4.30 to $4.40.
Total revenues rose 4.9% to $5.35 billion; net sales rose 4.8% to $5.22 billion
Net income fell 2.4% to $152.1 million; diluted EPS was $1.15 versus $1.17; adjusted EPS was $1.16 versus $1.18
Fiscal 2025 adjusted EPS outlook raised to $4.30 to $4.40; comparable club sales excluding gasoline guided to rise 2.0% to 3.0%
Membership fee income rose 9.8% to $126.3 million; the company repurchased $87.3 million of stock in the quarter
Post Holdings reported fourth-quarter fiscal 2025 net sales of $2.2 billion, up 11.8%, but net earnings fell 37.5% to $51.0 million and diluted EPS was $0.88 versus $1.28, partly due to a $29.8 million non-cash goodwill impairment. The company also guided fiscal 2026 Adjusted EBITDA (non-GAAP) to $1,500 million to $1,540 million and announced that Chairman William P. Stiritz will retire from the Board on December 16, 2025, with CEO Robert V. Vitale becoming Chairman.
Q4 net sales $2,247.0 million, up 11.8%; operating profit $168.4 million, down 11.8%
Q4 net earnings $51.0 million, down 37.5%; diluted EPS $0.88 vs. $1.28; adjusted diluted EPS (non-GAAP) $2.09 vs. $1.53
Fiscal 2025 net earnings $335.7 million, down 8.5%; fiscal 2026 Adjusted EBITDA guidance $1,500 million to $1,540 million
Stiritz retires as Chairman effective December 16, 2025; Vitale named Chairman effective upon his retirement
Gap Inc. reported third quarter fiscal 2025 net sales of $3.9 billion, up 3% from a year earlier, with comparable sales up 5%. Diluted earnings per share fell to $0.62 from $0.72, and the company raised its full-year operating margin outlook and its net sales growth outlook, which shareholders should weigh against the lower quarterly profit.
Q3 net sales $3.9 billion, up 3%; comparable sales up 5%, the seventh straight quarter of positive comparable sales
Q3 net income $236 million vs. $274 million a year earlier; diluted EPS $0.62 vs. $0.72
Fiscal 2025 operating margin outlook raised to approximately 7.2% from 6.7% to 7.0%; net sales growth outlook raised to 1.7% to 2.0%
Board approved a fourth quarter fiscal 2025 dividend of $0.165 per share
Copart reported first-quarter fiscal 2026 results for the quarter ended October 31, 2025, with revenue of $1.16 billion, up 0.7% from a year earlier. Net income attributable to Copart rose 11.5% to $403.7 million, and diluted earnings per share were $0.41 versus $0.37, an increase of 11.7%, which points to higher profit for shareholders on a per-share basis.
Revenue was $1.16 billion, up $8.2 million or 0.7% year over year.
Gross profit rose $24.9 million, or 4.9%, to $537.0 million.
Diluted EPS was $0.41 compared with $0.37 a year earlier; net income attributable to Copart was $403.7 million, up 11.5%.
Copart will hold a conference call on November 20, 2025, at 5:30 p.m. Eastern Time.
ESCO Technologies reported fourth quarter fiscal 2025 sales of $353 million, up 28.9 percent, and GAAP earnings per share from continuing operations of $1.73, up from $1.52 a year earlier. Results include the Maritime acquisition and exclude VACCO Industries, which was sold in the quarter for an after-tax gain of $173 million. The company expects fiscal 2026 Adjusted EPS of $7.50 to $7.80, an increase of 24 to 29 percent, and filed separate details of fiscal 2026 executive equity awards.
Q4 2025 sales rose $79 million (28.9 percent) to $353 million; organic sales rose 7.7 percent
Q4 2025 GAAP EPS from continuing operations was $1.73 versus $1.52; Adjusted EPS was $2.32 versus $1.79
FY 2025 net sales were $1.1 billion, up 19.2 percent; FY 2025 GAAP EPS from continuing operations was $4.49
FY 2026 guidance: net sales of $1.27 to $1.31 billion and Adjusted EPS of $7.50 to $7.80
Ross Stores reported third-quarter fiscal 2025 results for the 13 weeks ended November 1, 2025, with diluted earnings per share of $1.58 versus $1.48 a year earlier and net income of $512 million versus $489 million. Sales rose 10% to $5.6 billion and comparable store sales increased 7%. The company raised its fiscal 2025 EPS guidance to $6.38 to $6.46, which benefits shareholders by signaling higher expected full-year profit.
Q3 diluted EPS was $1.58 versus $1.48; net income was $512 million versus $489 million
Q3 sales grew 10% to $5.6 billion; comparable store sales rose 7%
Fiscal 2025 EPS guidance raised to $6.38 to $6.46; Q4 EPS guidance set at $1.77 to $1.85
Repurchased $262 million of stock in Q3 and remains on track to buy back $1.05 billion in fiscal 2025
Intuit reported fiscal first-quarter 2026 results for the quarter ended October 31, 2025, with revenue of $3.9 billion, up 18%, and GAAP diluted EPS of $1.59 versus $0.70 a year earlier. The company reiterated its full-year fiscal 2026 guidance and set second-quarter guidance, and its board approved a $1.20 per share quarterly dividend, up 15%.
Q1 GAAP operating income was $534 million, up 97%; non-GAAP operating income was $1.258 billion, up 32%.
Q1 non-GAAP diluted EPS was $3.34, up 34%; GAAP diluted EPS was $1.59, up 127%.
Full-year fiscal 2026 guidance was reiterated: revenue of $20.997 billion to $21.186 billion and non-GAAP diluted EPS of $22.98 to $23.18.
Second-quarter guidance calls for non-GAAP diluted EPS of $3.63 to $3.68; the $1.20 dividend is payable January 16, 2026 to holders of record on January 9, 2026.
Construction Partners reported results for the fiscal year ended September 30, 2025, with revenue up 54% to $2.812 billion and net income up 48% to $101.8 million. Adjusted EBITDA rose 92% to $423.7 million, and the company reiterated its fiscal 2026 outlook, which calls for revenue of $3.400 billion to $3.500 billion and net income of $150.0 million to $155.0 million. Management attributed the growth to five acquisitions in fiscal 2025 and 8.4% organic growth, while interest expense, net rose to $90.4 million from $19.1 million.
Fiscal 2025 revenue was $2.812 billion, up from $1.824 billion in fiscal 2024; net income was $101.8 million, up from $68.9 million.
Fourth-quarter revenue was $899.8 million, up from $538.2 million a year earlier; fourth-quarter net income was $56.6 million, up from $29.3 million.
Adjusted EBITDA was $423.7 million, up 92%, and Adjusted EBITDA Margin was 15.1%, up from 12.1%.
Fiscal 2026 outlook was reiterated: revenue of $3.400 billion to $3.500 billion and net income of $150.0 million to $155.0 million.
Warner Music Group reported fiscal fourth-quarter revenue of $1.87 billion, up 15%, and net income of $109 million, up from $48 million a year earlier. For the full fiscal year ended September 30, 2025, revenue rose 4% to $6.71 billion, but net income fell 23% to $370 million and operating income fell 16% to $694 million, which shareholders should weigh against the stronger quarter.
Q4 revenue was $1,868 million, up 15% from $1,630 million; Q4 net income was $109 million versus $48 million.
Full-year revenue was $6,707 million, up 4%; full-year net income was $370 million versus $478 million, down 23%.
Full-year operating income was $694 million, down from $823 million, including $79 million of impairment charges related to EMP.
Net debt was $3.833 billion as of September 30, 2025, compared with $3.320 billion a year earlier.
Liquidity Services reported fiscal fourth-quarter 2025 results, with GMV up 12% to $404.5 million, revenue up 10% to $118.1 million, and GAAP net income up 23% to $7.8 million. The company also said its board approved a $15.0 million increase to its share repurchase authorization, and it gave first-quarter fiscal 2026 guidance that expects tempered year-over-year consolidated GMV and revenue.
Q4 GAAP diluted EPS was $0.24, up 20% from $0.20; Non-GAAP Adjusted EBITDA was $18.5 million, up 28%.
Fiscal 2025 GMV was $1.57 billion, up 15%, and revenue was $476.7 million, up 31%.
On November 17, 2025, the board authorized repurchases of up to $15.0 million of common stock through December 31, 2027.
Q1 fiscal 2026 guidance calls for GAAP net income of $5.0 million to $8.0 million and GMV of $370 million to $405 million.
Walmart reported third-quarter results for the period ended October 31, 2025, with revenue up 5.8% to $179.5 billion and GAAP EPS of $0.77, up from $0.57. The company raised its fiscal 2026 adjusted EPS outlook to $2.58 to $2.63, and it also said it will move its common stock and notes from the NYSE to Nasdaq, with trading on Nasdaq starting December 9, 2025.
Revenue of $179.5 billion, up 5.8%; operating income fell 0.2% to $6.7 billion, mainly due to a non-cash share-based compensation charge at PhonePe
GAAP EPS of $0.77 versus $0.57 a year earlier; adjusted EPS of $0.62
Fiscal 2026 adjusted EPS outlook raised to $2.58 to $2.63, from $2.52 to $2.62 in the August 21, 2025 update
NYSE trading ends at market close December 8, 2025; Nasdaq trading begins at market open December 9, 2025, under the same symbols
Maximus reported fiscal 2025 results for the year ended September 30, 2025, with revenue up 2.4% to $5.43 billion and diluted EPS of $5.51, compared with $4.99 a year earlier. The company also set fiscal 2026 guidance, with revenue of $5.225 billion to $5.425 billion and adjusted diluted EPS of $7.95 to $8.25.
Full-year revenue rose 2.4% to $5.43 billion from $5.31 billion; organic growth was 3.9%.
Diluted EPS was $5.51 versus $4.99; adjusted diluted EPS was $7.36 versus $6.11.
Fiscal 2026 guidance: revenue of $5.225 billion to $5.425 billion; adjusted diluted EPS of $7.95 to $8.25; free cash flow of $450 million to $500 million.
The company booked $16 million of severance charges in the fourth quarter of fiscal 2025, and declared a $0.30 quarterly dividend payable December 1, 2025.
Jacobs reported fiscal fourth-quarter 2025 gross revenue of $3.2 billion, up 6.6% year over year, and adjusted EPS of $1.75, up 27.7%. GAAP EPS fell 55.9% to $1.05, which the company attributes partly to mark-to-market gains in the prior-year period from its former Amentum stake. The company also guided fiscal 2026 adjusted EPS to $6.90 to $7.30, which it says is 16% growth at the midpoint.
Q4 gross revenue $3.2 billion, up 6.6%; adjusted net revenue $2.2 billion, up 5.8%
Q4 GAAP EPS $1.05, down from $2.38; adjusted EPS $1.75, up from $1.37
Fiscal 2025 adjusted EPS $6.12, up 15.9%; GAAP EPS $2.58, down 46.1%
Fiscal 2026 outlook: adjusted net revenue growth of 6% to 10% and adjusted EPS of $6.90 to $7.30
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.
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