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).
Corteva reported third-quarter net sales of $2.62 billion, up 13% from a year earlier, and a GAAP loss from continuing operations of $308 million, narrower than the $519 million loss in the prior-year quarter. The company raised its full-year 2025 guidance, now expecting operating EPS of $3.25 to $3.35 per share and operating EBITDA of $3.8 billion to $3.9 billion. Shareholders will also be watching the planned separation into two independent public companies, expected in the second half of 2026.
Q3 2025 net sales were $2.62 billion, up 13% from $2.33 billion in Q3 2024 (organic sales up 11%).
Q3 2025 GAAP loss from continuing operations after tax was $308 million, versus a $519 million loss in Q3 2024.
Full-year 2025 guidance: net sales $17.7 billion to $17.9 billion, operating EBITDA $3.8 billion to $3.9 billion, operating EPS $3.25 to $3.35 per share.
Company expects to repurchase approximately $1.0 billion of shares in 2025 and plans to separate into two companies in the second half of 2026.
Everus Construction Group reported record third quarter 2025 revenue of $986.8 million, up 29.7%, and net income of $57.0 million, up 36.4%, with diluted EPS of $1.11. The company raised its full-year 2025 revenue and EBITDA guidance, which signals stronger expected results for shareholders.
Q3 2025 net income $57.0 million, up 36.4%; diluted EPS $1.11 versus 82 cents a year earlier
Raised 2025 revenue guidance to $3.55 billion to $3.65 billion, from $3.3 billion to $3.4 billion
Raised 2025 EBITDA guidance to $290 million to $300 million, from $240 million to $255 million
Backlog of $2.95 billion as of Sept. 30, 2025, up 2.1% from a year earlier
Kratos reported third quarter 2025 revenue of $347.6 million, up from $275.9 million a year earlier, and net income of $8.7 million, or $0.05 per diluted share, versus $3.2 million, or $0.02, in the same period of 2024. The company raised its full year 2025 revenue guidance to $1.320 billion to $1.330 billion and raised its 2026 organic revenue growth forecast to 15 percent to 20 percent, though third quarter operating cash flow was negative $13.3 million.
Q3 2025 revenue of $347.6 million, up 26.0 percent from $275.9 million; Adjusted EBITDA of $30.8 million versus $24.6 million
Net income of $8.7 million, or $0.05 per diluted share, versus $3.2 million, or $0.02, in Q3 2024
Cash flow used in operations was $13.3 million in Q3 2025, with free cash flow use of $41.3 million after $28.0 million in capital expenditures
CAVA Group reported fiscal third-quarter 2025 revenue of $292.2 million, up from $243.8 million a year earlier, but net income fell to $14.7 million from $18.0 million. The company also lowered its fiscal full-year 2025 guidance for same restaurant sales growth, restaurant-level profit margin and Adjusted EBITDA, which signals weaker expected profitability for shareholders.
Total revenue was $292.2 million, up from $243.8 million; CAVA Same Restaurant Sales Growth was 1.9%.
Net income was $14.7 million, or $0.12 per diluted share, versus $18.0 million, or $0.15 per diluted share, in the prior-year quarter.
Full-year 2025 same restaurant sales growth guidance was cut to 3.0% to 4.0% from 4.0% to 6.0%.
Full-year Adjusted EBITDA guidance was lowered to $148.0 million to $152.0 million from $152.0 million to $159.0 million.
Toast reported third-quarter 2025 results on November 4, 2025, with total revenue of $1.6 billion, up from $1.3 billion a year earlier, and net income of $105 million, compared with $56 million. The company raised its full-year 2025 Adjusted EBITDA outlook to $610 million to $620 million, up from $565 million to $585 million, and gave a fourth-quarter Adjusted EBITDA range of $140 million to $150 million.
Q3 2025 net income was $105 million, versus $56 million in Q3 2024; diluted EPS was $0.16, versus $0.07.
Q3 2025 Adjusted EBITDA was $176 million, versus $113 million in Q3 2024.
Full-year 2025 Adjusted EBITDA outlook raised to $610 million-$620 million from $565 million-$585 million.
Annualized recurring run-rate (ARR) grew 30% to $2.0 billion as of September 30, 2025.
Matson reported third quarter 2025 net income of $134.7 million, or $4.24 per diluted share, down from $199.1 million, or $5.89 per share, a year earlier, on revenue of $880.1 million versus $962.0 million. The company now expects fourth quarter 2025 consolidated operating income to be approximately 30% lower than the $147.5 million achieved in the fourth quarter 2024, citing lower China freight rates and volume.
Q3 2025 diluted EPS of $4.24 versus $5.89 in Q3 2024; net income $134.7 million versus $199.1 million
Q3 2025 consolidated operating income of $161.0 million versus $242.3 million; China container volume down 12.8%
Q4 2025 consolidated operating income expected to be approximately 30% lower than $147.5 million in Q4 2024
Repurchased approximately 0.6 million shares for $66.4 million in Q3; declared $0.36 per share dividend payable December 4, 2025
Tanger reported third-quarter 2025 net income available to common shareholders of $0.28 per share, or $31.8 million, up from $0.22 per share a year earlier, and FFO of $0.60 per share, up from $0.54. The company raised its full-year 2025 estimated diluted FFO range to $2.28 to $2.32 per share from $2.24 to $2.31, which supports shareholder returns tied to cash earnings.
Q3 2025 FFO available to common shareholders was $0.60 per share, or $71.1 million, versus $0.54 per share, or $62.7 million, a year earlier.
Full-year 2025 estimated diluted FFO per share is now $2.28 to $2.32, up from $2.24 to $2.31; estimated diluted EPS is $0.95 to $0.99, versus $0.93 to $1.00 previously.
Same center NOI rose 4.0% to $102.3 million in Q3 2025; occupancy was 97.4% at September 30, 2025.
Quarterly dividend of $0.2925 per share is payable November 14, 2025 to holders of record on October 31, 2025.
Trex reported third-quarter 2025 net sales of $285 million, up 22.1% from a year earlier, and net income of $52 million, or $0.48 per diluted share, versus $0.37 a year earlier. The company lowered its full-year 2025 sales outlook to $1.15 billion to $1.16 billion, about flat with 2024, and revised its adjusted EBITDA margin guidance to 28.0% to 28.5%, citing weaker repair and remodel demand and lower channel inventories. The board also authorized a $50 million share repurchase program.
Q3 2025 net sales $285 million, up 22.1%; adjusted diluted EPS $0.51 versus $0.37 in Q3 2024
Q4 2025 sales expected to range from $140 million to $150 million
Year-to-date net income $188 million, or $1.75 per diluted share, versus $217 million, or $1.99, in the first nine months of 2024
2026 gross margin expected to fall by about 250 basis points; the board authorized a $50 million share repurchase program
Wingstop reported fiscal third-quarter 2025 results with total revenue up 8.1% to $175.7 million and net income up 10.7% to $28.5 million, or $1.02 per diluted share. Domestic same store sales fell 5.6%, and the company cut its 2025 domestic same store sales guidance to a decline of approximately 3% to 4% from prior growth of approximately 1%, so shareholders face higher revenue and profit alongside weaker restaurant-level sales expectations. The company also declared a $0.30 quarterly dividend.
Total revenue rose to $175.7 million from $162.5 million; net income rose to $28.5 million from $25.7 million
Domestic same store sales decreased 5.6%; the company now expects a decline of approximately 3% to 4% for 2025, previously approximately 1% growth
Adjusted EBITDA rose 18.6% to $63.7 million; 114 net new restaurant openings in the quarter
Quarterly dividend of $0.30 per share payable December 12, 2025 to holders of record on November 21, 2025
Dave Inc. reported third-quarter 2025 results on November 4, 2025, with revenue of $150.8 million, up 63% from a year earlier, and GAAP net income of $92.0 million, which includes a $27.4 million tax benefit from the release of a valuation allowance. The company raised its 2025 revenue guidance to $544 million to $547 million and its adjusted EBITDA guidance to $215 million to $218 million. Cash, investments and restricted cash fell to $93.6 million from $104.7 million, mainly due to $25 million in share repurchases in the quarter.
Q3 2025 revenue was $150.8 million, up 63% from $92.5 million in Q3 2024.
GAAP net income was $92.0 million, versus $0.5 million a year earlier; adjusted EBITDA was $58.7 million, up 137%.
2025 revenue guidance raised to $544 million to $547 million from $505 million to $515 million.
2025 adjusted EBITDA guidance raised to $215 million to $218 million from $180 million to $190 million.
Stanley Black & Decker reported third quarter 2025 net sales of $3.8 billion, in line with the prior year, while diluted EPS fell to $0.34 from $0.60 as it recorded $169 million of non-cash asset impairment charges. The company lowered its 2025 GAAP EPS planning assumption to $2.55-$2.70 from $3.45 (plus or minus $0.10) and trimmed its adjusted EPS planning assumption to approximately $4.55 from $4.65, which lowers the expected earnings for shareholders this year.
Third quarter net sales were $3.8 billion, flat year over year, with price (+5%) and currency (+1%) offset by volume (-6%).
Diluted EPS was $0.34 versus $0.60 a year earlier; adjusted EPS was $1.43 in the quarter.
2025 GAAP EPS planning assumption revised to $2.55-$2.70 from $3.45 (plus or minus $0.10), including the $169 million impairment charge.
Targeted 2025 free cash flow of approximately $600 million is unchanged; third quarter free cash flow was $155 million.
ADM reported third-quarter 2025 results on November 4, 2025, with GAAP earnings of $108 million and adjusted EPS of $0.92, down 16% from $1.09 a year earlier. The company revised its full-year 2025 adjusted EPS guidance to $3.25-$3.50 per share from approximately $4.00, primarily to reflect lower crush margins. The lower outlook means shareholders face a reduced expected earnings level for 2025.
Third-quarter GAAP earnings were $108 million, or $0.22 per diluted share, versus $0.04 a year earlier.
Adjusted EPS was $0.92 versus $1.09 in the prior year quarter; total segment operating profit was $845 million, down 19%.
Full-year 2025 adjusted EPS guidance was revised to $3.25-$3.50 from approximately $4.00.
Year-to-date cash flows provided by operating activities were $5.8 billion.
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.