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.
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
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
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
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.
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
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
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.
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.
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
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.
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
La-Z-Boy reported fiscal second-quarter sales of $522 million, up slightly from a year earlier, while GAAP operating income fell 7% and GAAP diluted EPS was $0.70 versus $0.71. The company also completed a 15-store acquisition, plans to exit non-core businesses, proposed closing its U.K. manufacturing facility, and guided third-quarter sales of $525-545 million.
Sales of $522 million for the quarter ended October 25, 2025, up 0.3%; GAAP operating income of $36.2 million, down 7%.
GAAP diluted EPS of $0.70 versus $0.71 a year earlier; adjusted diluted EPS flat at $0.71.
Third-quarter outlook: sales of $525-545 million and adjusted operating margin of 5.0-6.5%.
Quarterly dividend raised 10% to $0.242 per share, payable December 15, 2025, to holders of record on December 4, 2025.
Dolby Laboratories reported fourth-quarter and fiscal 2025 results for the periods ended September 26, 2025. Revenue rose year over year, but GAAP net income and GAAP earnings per share declined, while non-GAAP earnings per share increased. The company also gave fiscal 2026 revenue and EPS ranges and declared a $0.36 per share cash dividend.
Q4 fiscal 2025 total revenue was $307 million, up from $305 million; GAAP diluted EPS was $0.51, down from $0.61, and non-GAAP diluted EPS was $0.99, up from $0.81.
Fiscal 2025 total revenue was $1.35 billion, up from $1.27 billion; GAAP net income was $255 million, or $2.62 per diluted share, down from $262 million, or $2.69.
Fiscal 2026 guidance: total revenue of $1.390 billion to $1.440 billion; GAAP diluted EPS of $2.61 to $2.76; non-GAAP diluted EPS of $4.19 to $4.34.
Cash dividend of $0.36 per share payable December 10, 2025, to holders of record on December 2, 2025.
AECOM reported fiscal fourth-quarter 2025 results with revenue up 2% to $4.2 billion, but GAAP net income fell 22% to $132 million and diluted EPS fell 21% to $0.99. For the full year, net income rose 26% to $638 million and diluted EPS rose 29% to $4.79, and the company initiated fiscal 2026 adjusted EPS guidance of $5.65 to $5.85 along with a review of strategic alternatives for its Construction Management business, including a possible sale. The Board also raised the quarterly dividend 19% to $0.31 per share.
Fiscal Q4 2025: revenue $4.2 billion (up 2%), operating income $237 million (flat), net income $132 million (down 22%), diluted EPS $0.99 (down 21%).
Full year fiscal 2025: revenue $16.1 billion (flat), operating income $1.0 billion (up 24%), net income $638 million (up 26%), diluted EPS $4.79 (up 29%).
Fiscal 2026 adjusted EPS guidance of $5.65 to $5.85 for the enterprise-wide business, or $5.15 to $5.35 excluding Construction Management.
Quarterly dividend raised to $0.31 per share from $0.26, payable January 23, 2026 to holders of record as of January 7, 2026.
Energizer reported fiscal fourth-quarter 2025 net sales of $832.8 million, up 3.4%, but net earnings fell to $34.9 million and adjusted EPS fell to $1.05 from $1.22. For the full fiscal year, adjusted EPS rose 6% to $3.52, and the company guided fiscal 2026 adjusted EPS to $3.30 to $3.60, with a weaker first quarter expected.
Fourth-quarter organic net sales fell 2.2% with volumes down 2.9%; adjusted gross margin was 38.5%, down 370 basis points.
Full-year net sales rose 2.3% to $2,952.7 million; net earnings were $239.0 million and reported EPS was $3.32.
Fiscal 2026 outlook: adjusted EPS of $3.30 to $3.60 and Adjusted EBITDA of $580 million to $610 million.
First-quarter fiscal 2026 guidance: organic net sales to decline high-single digits and adjusted EPS of $0.20 to $0.30.
Home Depot reported third-quarter fiscal 2025 sales of $41.4 billion, up 2.8%, including about $900 million from the GMS acquisition, but diluted earnings per share fell 1.4% to $3.62 and adjusted EPS fell to $3.74 from $3.78. The company said results missed its expectations, citing few storms and weak housing and consumer demand, and it updated its fiscal 2025 guidance to project diluted EPS down about 6.0% from $14.91, which lowers the earnings outlook for shareholders.
Q3 fiscal 2025 net sales $41.4 billion, up $1.1 billion or 2.8%; comparable sales up 0.2%
Q3 diluted EPS $3.62 vs. $3.67 a year earlier; adjusted diluted EPS $3.74 vs. $3.78
Fiscal 2025 guidance: total sales growth about 3.0%, diluted EPS to decline about 6.0% from $14.91, adjusted diluted EPS to decline about 5.0% from $15.24
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
Marker Therapeutics reported third quarter 2025 results on November 14, 2025. The net loss narrowed to $2.0 million from $2.3 million a year earlier, but grant income fell to $1.2 million from $1.9 million, and the nine-month net loss widened to $10.5 million from $6.9 million. The company said its cash will fund operations through the third quarter of 2026, assuming no additional grant funds, after raising approximately $10 million through its ATM facility.
Q3 2025 grant income was $1.2 million, down from $1.9 million in Q3 2024
Q3 2025 net loss was $2.0 million ($0.12 per share), versus $2.3 million ($0.26 per share) a year earlier
Cash and cash equivalents were $17.6 million at September 30, 2025, plus $1.4 million restricted cash
Nine-month net loss was $10.5 million versus $6.9 million, including a $453,135 loss on early termination of a vendor agreement
Spire reported fiscal 2025 net income of $271.7 million ($4.37 per diluted share), up from $250.9 million a year earlier, and adjusted EPS of $4.44, up 7.5% from $4.13. Operating revenues fell to $2.48 billion from $2.59 billion, and the company issued adjusted EPS guidance of $5.25 to $5.45 for fiscal 2026 and $5.65 to $5.85 for fiscal 2027. The board also raised the quarterly common dividend 5.1% to $0.825 per share.
Fiscal 2025 adjusted earnings were $275.5 million ($4.44 per share) versus $247.4 million ($4.13 per share) in fiscal 2024
Operating revenues were $2,476.4 million versus $2,593.0 million; fourth-quarter net loss was $39.8 million ($0.74 per share) versus $25.9 million ($0.51 per share)
Fiscal 2026 adjusted EPS guidance of $5.25 to $5.45 excludes the pending Piedmont Natural Gas Tennessee acquisition; fiscal 2027 guidance of $5.65 to $5.85 includes it
Quarterly common dividend raised to $0.825 per share, payable January 5, 2026, to holders of record December 11, 2025
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
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.
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.
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.
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
Greif reported a two-month fourth quarter ended September 30, 2025, with a net loss from continuing operations of $43.3 million, compared with net income of $34.0 million a year earlier, while Adjusted EBITDA rose 7.4% to $98.9 million. The company also gave low-end fiscal 2026 guidance of $630 million Adjusted EBITDA and $315 million Adjusted free cash flow, raised its cost optimization commitment to $120 million, and plans a share repurchase of about $150 million.
Q4 net loss from continuing operations of $43.3 million, or $(0.73) per diluted Class A share, versus $34.0 million, or $0.58, a year earlier
Adjusted net income fell 98.2% to $0.6 million, or $0.01 per diluted Class A share
Eleven-month fiscal 2025 net income fell 93.2% to $15.1 million, or $0.28 per diluted Class A share; Adjusted EBITDA rose 3.1% to $511.3 million
Containerboard business sold to Packaging Corporation of America for $1.8 billion; timberlands sale for about $462.0 million completed October 1, 2025
Tidewater reported third-quarter 2025 revenue of $341.1 million, up 0.2% from a year earlier, but swung to a net loss of $0.8 million, or $0.02 per diluted share, from net income of $46.4 million a year earlier. The loss reflects a $27.1 million loss on early debt extinguishment tied to the July 2025 refinancing. The company also narrowed its 2025 revenue guidance and initiated 2026 revenue guidance of $1.32 billion to $1.37 billion.
Q3 2025 revenue of $341.1 million versus $340.4 million in Q3 2024; net loss of $0.8 million versus net income of $46.4 million
Loss on early extinguishment of debt of $27.1 million associated with the July 2025 refinancing
2025 revenue guidance narrowed to $1.33 billion to $1.35 billion; 2025 gross margin guidance of 49% to 50%
2026 guidance initiated at $1.32 billion to $1.37 billion in revenue and 48% to 50% gross margin; $500 million share repurchase authorization outstanding
Occidental reported third-quarter 2025 net income attributable to common stockholders of $661 million, or $0.65 per diluted share, and adjusted income of $649 million, or $0.64 per share. Results improved sharply from the second quarter but declined from the third quarter of 2024, and the company repaid $1.3 billion of debt, reducing principal debt to $20.8 billion.
Q3 2025 reported EPS $0.65 vs $0.26 in Q2 2025 and $0.98 in Q3 2024; adjusted EPS $0.64 vs $0.39 in Q2 2025 and $1.00 in Q3 2024
Total company production of 1,465 Mboed exceeded the high end of guidance
Operating cash flow of $2.8 billion; $1.3 billion of debt repaid in the quarter
Paramount Skydance reported third-quarter 2025 results, with pro forma revenue flat at $6.7 billion versus Q3 2024. The company reported net losses of $244 million before the August 6 deal close and $13 million after it, and issued a 2026 outlook of $30 billion in total revenue and $3.5 billion in adjusted OIBDA. For shareholders, the filing shows flat sales and losses in the reported periods, alongside higher adjusted OIBDA and a raised cost-savings target.
Pro forma Q3 2025 total revenue was $6.7 billion, flat versus $6.7 billion in Q3 2024.
Adjusted OIBDA was $297 million pre-close and $655 million post-close; the company expects Q4 2025 revenue of $8.1 billion to $8.3 billion and 2026 revenue of $30 billion.
Run-rate efficiency target raised to at least $3 billion from $2 billion, and about 1,000 employees were cut at the end of October.
Organon reported third-quarter 2025 revenue of $1.602 billion, up 1% as reported and down 1% excluding foreign exchange, while GAAP net income fell to $160 million, or $0.61 per diluted share, from $359 million, or $1.38, a year earlier. The company lowered its full-year 2025 revenue guidance to $6.200 billion to $6.250 billion from $6.275 billion to $6.375 billion, a reduction in its outlook that matters to shareholders. Non-GAAP adjusted diluted EPS rose to $1.01 from $0.87.
Q3 2025 revenue was $1.602 billion, up 1% as reported and down 1% ex-FX; Women's Health fell 3% and Biosimilars rose 19%.
Reported gross margin was 53.5% versus 58.3% a year earlier; one-time manufacturing network optimization costs were the most significant driver.
Full-year 2025 revenue guidance was lowered to $6.200 billion to $6.250 billion; Adjusted EBITDA margin guidance was lowered to about 31.0% from 31.0% to 32.0%.
The board declared a quarterly dividend of $0.02 per share, payable December 11, 2025; Joe Morrissey is interim CEO.
Tyson Foods reported fourth-quarter fiscal 2025 sales of $13,860 million, up 2.2%, and adjusted EPS of $1.15, up 25%, while GAAP EPS fell to $0.13 from $1.00 a year earlier. The company also gave a fiscal 2026 outlook for total adjusted operating income of $2.1 billion to $2.3 billion and raised its quarterly dividend, so shareholders face a mix of higher adjusted results, a sharp GAAP profit decline and a guided adjusted operating income range that sits below fiscal 2025's $2,287 million.
Q4 sales of $13,860 million, up 2.2%; GAAP operating income of $158 million, down 70%
Q4 sales were reduced by $355 million in legal contingency accruals; GAAP EPS of $0.13 versus adjusted EPS of $1.15
Fiscal 2026 outlook: total adjusted operating income of $2.1 billion to $2.3 billion and sales up 2% to 4%, compared with fiscal 2025 adjusted operating income of $2,287 million
Quarterly dividend increased to $0.51 per Class A share, effective November 7, 2025
Roivant reported results for the quarter ended September 30, 2025. Net loss attributable to Roivant shareholders narrowed to $113.5 million from $230.2 million a year earlier, while revenue fell to $1.6 million from $4.5 million. R&D spending rose, and the company reported $4.4 billion in cash, cash equivalents, restricted cash and marketable securities.
Net loss attributable to Roivant was $113.5 million, or $0.17 per share, versus $230.2 million, or $0.31 per share, a year earlier
Revenue was $1.6 million versus $4.5 million in the prior-year quarter
R&D expenses rose to $164.6 million from $143.1 million; G&A expenses fell to $143.1 million from $202.9 million
Cash and marketable securities totaled $4.4 billion as of September 30, 2025; Investor Day is set for December 11, 2025
Hawaiian Electric Industries reported third quarter 2025 net income of $31 million, or $0.18 per diluted share, compared with a loss from continuing operations of $123 million, or $1.08 per share, in the same quarter of 2024. Total revenues fell to $790.6 million from $833.2 million, and core earnings per share declined to $0.19 from $0.29, so shareholders see a mixed picture of higher reported profit but lower revenue and core results.
Third quarter net income was $31 million, or $0.18 per diluted share, versus a loss from continuing operations of $123 million, or $1.08 per share, a year earlier.
Core income from continuing operations was $33 million, or $0.19 per share, compared with $33 million, or $0.29 per share, in the third quarter of 2024.
Total revenues were $790.6 million, down from $833.2 million a year earlier.
In September, the credit facility was expanded to $600 million from $375 million, and about $500 million of Hawaiian Electric debt was issued.
National HealthCare Corporation reported third quarter 2025 results, with net operating revenues up 12.5% year over year to $382.7 million, driven by an 8.7% increase in same-facility revenues and the August 2024 acquisition of White Oak Management. GAAP net income attributable to NHC fell to $39.2 million from $42.8 million, while adjusted (non-GAAP) net income rose 24.3% to $24.7 million, so shareholders see higher revenue and adjusted earnings alongside lower reported GAAP profit.
Net operating revenues were $382.7 million for the quarter ended September 30, 2025, versus $340.2 million a year earlier.
GAAP diluted EPS was $2.50, down from $2.73; adjusted diluted EPS was $1.58, up from $1.27.
GAAP net income attributable to NHC was $39.2 million, versus $42.8 million; the adjusted figure excludes unrealized gains on marketable equity securities.
Dividends declared were $0.64 per common share, up from $0.61.
American Axle & Manufacturing (AAM, NYSE: AXL) reported third-quarter 2025 sales of $1.51 billion, up slightly from $1.50 billion a year earlier, while net income fell to $9.2 million from $10.0 million. Adjusted EBITDA rose to $194.7 million from $174.4 million, and the company narrowed its full-year 2025 sales, Adjusted EBITDA and Adjusted free cash flow targets. The filing names American Axle & Manufacturing Holdings, Inc. as the registrant, although the request identified the filer as Dauch Corp (DCH).
Q3 2025 net income was $9.2 million, or $0.07 per diluted share, versus $10.0 million, or $0.08, in Q3 2024.
Q3 2025 Adjusted EBITDA was $194.7 million, or 12.9% of sales, versus $174.4 million, or 11.6%, a year earlier.
Full-year 2025 Adjusted EBITDA target is $710 million to $745 million, versus $695 million to $745 million previously.
Full-year 2025 sales target is $5.8 billion to $5.9 billion, versus $5.75 billion to $5.95 billion previously.
Sunstone Hotel Investors reported third-quarter 2025 results with net income of $1.3 million, down 59.3% from $3.2 million a year earlier, and Adjusted EBITDA re of $50.1 million, down 6.6%. Total Portfolio RevPAR rose 2.0% to $216.12, but profit measures declined, and the company maintained its full-year 2025 outlook.
Q3 net income was $1.3 million versus $3.2 million in Q3 2024; loss per diluted share attributable to common stockholders was $(0.02).
Total Portfolio RevPAR rose 2.0% to $216.12 with occupancy of 70.3% and average daily rate of $307.43.
Adjusted FFO per diluted share was $0.17, down 5.6% from $0.18; full-year 2025 guidance was maintained, including Adjusted FFO per diluted share of $0.80 to $0.87.
A new $1.35 billion credit agreement addresses all debt maturities through 2028 and lowers borrowing cost, according to the company.
TDS reported third-quarter 2025 operating revenues from continuing operations of $308.5 million, down from $327.5 million a year earlier, while diluted earnings per share from continuing operations rose to $0.33 from a loss of $0.88. The company also authorized a new $500 million share repurchase program and named Anthony Carlson president and CEO of Array effective November 16, 2025.
Q3 2025 operating revenues from continuing operations: $308.5 million, versus $327.5 million in Q3 2024
Diluted EPS from continuing operations: $0.33, versus $(0.88) a year earlier
Net loss attributable to TDS common shareholders: $(99.1) million for the quarter, per the filing's income statement, including $(139.3) million from discontinued operations
New $500 million share repurchase program, with no expiration; TDS repurchased 1,077,564 shares for $40.7 million in Q3
DoubleVerify reported third-quarter 2025 revenue of $188.6 million, up 11% from a year earlier, with adjusted EBITDA of $65.9 million at a 35% margin. Net income fell to $10.2 million from $18.2 million, and diluted EPS was $0.06 versus $0.10. The company raised its full-year 2025 adjusted EBITDA margin guidance to approximately 33% from 32% and expects full-year revenue growth of approximately 14%.
Q3 2025 revenue of $188.6 million, up 11%; activation revenue $106.7 million, up 10%
Net income of $10.2 million versus $18.2 million in Q3 2024; diluted EPS $0.06 versus $0.10
Full-year 2025 adjusted EBITDA margin guidance raised to approximately 33% from 32%
Q4 2025 revenue guidance of $207 million to $211 million; adjusted EBITDA of $77 million to $81 million
Sylvamo reported third-quarter 2025 net income of $57 million ($1.41 per diluted share) on net sales of $846 million, up from $15 million in the second quarter but down from $95 million in the third quarter of 2024. The company expects fourth-quarter 2025 adjusted EBITDA of $115 million to $130 million, below the $151 million it reported for the third quarter, so shareholders face a mixed picture of sequential improvement and a weaker year-over-year and outlook trend.
Q3 2025 net sales of $846 million, up from $794 million in Q2 2025 but down from $965 million in Q3 2024.
Net income of $57 million ($1.41 per diluted share), compared with $95 million ($2.27 per diluted share) in Q3 2024.
Adjusted EBITDA of $151 million (18% margin), versus $82 million in Q2 2025 and $193 million in Q3 2024.
Q4 2025 adjusted EBITDA outlook of $115 million to $130 million.
Essent Group reported third-quarter 2025 net income of $164.2 million, or $1.67 per diluted share, down from $176.2 million, or $1.65 per diluted share, a year earlier. Total revenues were $311.8 million, compared with $316.6 million in the prior-year quarter, and the Board declared a $0.31 quarterly dividend and approved a new $500 million share repurchase authorization.
Net income was $164.2 million versus $176.2 million a year earlier, while diluted EPS rose to $1.67 from $1.65.
Total revenues were $311.8 million versus $316.6 million in Q3 2024.
Quarterly dividend of $0.31 per share is payable December 10, 2025, to holders of record on December 1, 2025.
Through October 31, the company had repurchased 8.7 million shares for $501 million; a $500 million authorization runs through year-end 2027.
Fluor reported third quarter 2025 revenue of $3.4 billion, down 18% from a year earlier, and a GAAP net loss attributable to Fluor of $697 million. The loss reflects a $653 million charge for the Santos ruling and a $401 million reduction tied to NuScale's share price, while adjusted EPS rose to $0.68 and the company raised its 2025 adjusted EPS and adjusted EBITDA guidance.
Q3 revenue was $3.4 billion, down 18% year over year, reflecting a $653 million reduction for the Santos ruling
Adjusted EPS was $0.68, up 33% year over year; GAAP EPS was ($4.30)
2025 adjusted EBITDA guidance raised to $510 million to $540 million from $475 million to $525 million
Q3 share repurchases were $70 million, with an additional $800 million targeted through February
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.
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