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).
ePlus reported second-quarter fiscal 2026 net sales of $608.8 million, up 23.4%, and net earnings from continuing operations of $38.2 million, up 92.7%, and it raised its fiscal 2026 guidance for net sales, gross profit and Adjusted EBITDA. A $3.3 million loss from discontinued operations, tied to a $4.6 million contingent liability from the sold domestic financing business, partly offset these results. The board also declared a quarterly cash dividend of $0.25 per share.
Second-quarter net sales rose 23.4% to $608.8 million and gross profit rose 27.4% to $162.1 million.
Diluted EPS from continuing operations was $1.45, compared with $0.74 a year earlier.
Fiscal 2026 net sales are now expected to grow in the mid-teens from $2.01 billion in fiscal 2025.
The $0.25 dividend is payable December 17, 2025, to shareholders of record on November 25, 2025.
National Health Investors reported third-quarter 2025 results on November 6, 2025, with diluted net income per share attributable to common stockholders of $0.69, up from $0.65 a year earlier, and total revenues of $89.8 million, up from $82.9 million. The company raised its full-year 2025 guidance, with Normalized FFO per diluted share now expected at $4.88 to $4.91, up from $4.78 to $4.82, and said this was the third guidance increase this year.
Q3 2025 diluted EPS was $0.69 versus $0.65 in Q3 2024; nine-month diluted EPS was $2.22 versus $2.17.
Q3 2025 Normalized FFO per diluted share was $1.32 versus $1.03; NAREIT FFO per diluted share was $1.09 versus $1.03.
Q3 results include $12.1 million in write-offs of straight-line rents receivable tied to early lease terminations.
2025 guidance: NAREIT FFO per diluted share raised to $4.62 to $4.65 from $4.46 to $4.50; Normalized FFO per diluted share raised to $4.88 to $4.91 from $4.78 to $4.82.
Universal Display reported third-quarter 2025 revenue of $139.6 million, down from $161.6 million a year earlier, and net income of $44.0 million, or $0.92 per diluted share, versus $1.40 a year earlier. The company now expects 2025 revenue around the lower end of its previous $650 million to $700 million guidance range, which is a cut that matters to shareholders. It also agreed to buy OLED patent assets from Merck KGaA for $50 million in cash.
Q3 2025 total revenue $139.6 million vs. $161.6 million in Q3 2024; net income $44.0 million, $0.92 diluted EPS vs. $1.40
Royalty and license fees fell to $53.3 million from $74.6 million, including a $9.5 million out-of-period adjustment
2025 revenue now expected around the lower end of the previous $650 million to $700 million range
Subsidiary UDC Ireland agreed on October 31, 2025 to acquire Merck KGaA OLED patents for $50 million cash; closing expected in the first quarter of 2026
Artivion reported third-quarter 2025 revenue of $113.4 million, up 18% from $95.8 million a year earlier, and net income of $6.5 million, or $0.13 per diluted share, compared with a net loss of $2.3 million in the prior-year quarter. The company raised the midpoints of its full-year 2025 revenue and adjusted EBITDA guidance, which points to continued growth for shareholders.
Q3 2025 revenue was $113.4 million, up 18% on a GAAP basis and 16% on a constant currency basis
Q3 2025 adjusted EBITDA rose 39% to $24.6 million from $17.7 million; net income was $6.5 million, or $0.13 per diluted share
Full-year 2025 revenue guidance is now $439 million to $445 million, up from $435 million to $443 million; adjusted EBITDA guidance is now $88 million to $91 million, up from $86 million to $91 million
The company refinanced its credit agreement, extending maturity to 2031 and gaining a new $150 million delayed draw term loan facility
Pacira reported third-quarter 2025 total revenues of $179.5 million, up from $168.6 million a year earlier, and GAAP net income of $5.4 million, or $0.12 per share, compared with a net loss of $143.5 million a year earlier that included a $163.2 million goodwill impairment. The company lowered its full-year 2025 total revenue guidance to $725 million to $735 million from $730 million to $750 million, while raising its non-GAAP gross margin guidance to 80 to 82 percent from 78 to 80 percent.
Q3 2025 total revenues were $179.5 million, versus $168.6 million in Q3 2024; EXPAREL net product sales were $139.9 million, with volume growth of 9 percent.
GAAP net income was $5.4 million, or $0.12 per share, versus a GAAP net loss of $143.5 million, or $3.11 per share, in Q3 2024.
2025 total revenue guidance was cut to $725 million to $735 million from $730 million to $750 million; non-GAAP gross margin guidance was raised to 80 to 82 percent from 78 to 80 percent.
Pacira repurchased 2.0 million shares for $50.0 million in Q3 2025 and had $200.0 million remaining on its authorization at September 30, 2025, which expires December 31, 2026.
MDU Resources reported third-quarter 2025 income from continuing operations of $18.4 million, up from $15.6 million a year earlier, and narrowed its 2025 earnings guidance to $0.90 to $0.95 per share from $0.88 to $0.95. Reported net income fell to $18.4 million from $64.6 million, but the prior-year figure included $49.0 million from discontinued operations tied to the Everus spinoff, so the continuing-operations comparison is the more direct one for shareholders.
Q3 2025 diluted EPS from continuing operations was $0.09, compared with $0.08 in Q3 2024.
Operating revenues were $315.1 million, up from $289.6 million; electric segment net income fell to $21.5 million from $24.3 million.
Pipeline segment net income rose 11.3% to $16.8 million; natural gas distribution posted a seasonal loss of $18.2 million versus $17.5 million a year earlier.
The long-term EPS growth expectation of 6%-8% is unchanged.
Ralph Lauren reported second-quarter fiscal 2026 results for the quarter ended September 27, 2025, with revenue up 17% to $2.0 billion on a reported basis and diluted earnings per share of $3.32, compared with $2.31 a year earlier. The company raised its full-year fiscal 2026 revenue and operating margin outlook, which is the key forward-looking change for shareholders.
Diluted EPS was $3.32 on a reported basis versus $2.31 a year earlier, and $3.79 adjusted versus $2.54 a year earlier.
Revenue rose 17% to $2.0 billion reported and 14% in constant currency; North America revenue rose 13% to $832 million.
Fiscal 2026 revenue is now expected to increase 5% to 7% in constant currency.
Fiscal 2026 operating margin is now expected to expand 60 to 80 basis points in constant currency, up from the prior outlook.
Parker-Hannifin reported fiscal first-quarter 2026 sales of $5.1 billion, up 3.7%, and diluted EPS of $6.29, up 18% from a year earlier. The company raised its full-year fiscal 2026 guidance, including the Curtis acquisition, with diluted EPS now expected at $25.53 to $26.33. For shareholders, the filing shows higher profit and a higher profit outlook, though the results include acquisition-related and other adjustments.
Net sales were $5.1 billion ($5,084 million), up 3.7%; organic sales growth was 5%.
Net income was $808 million, up 16%; adjusted EPS was $7.22, up 16%.
FY2026 diluted EPS guidance raised to $25.53 to $26.33 ($29.60 to $30.40 adjusted); sales growth guidance raised to 4.0% to 7.0%.
Segment operating margin was 24.2%, up 160 basis points; Aerospace Systems sales rose 13.3% to $1.6 billion.
Collegium Pharmaceutical reported third-quarter 2025 results on November 6, 2025, with product revenues, net of $209.4 million, up 31% from a year earlier, and GAAP diluted earnings of $0.84 per share versus $0.27. The company raised its full-year 2025 product revenue guidance to $775 million to $785 million and its adjusted EBITDA guidance to $460 million to $470 million, which supports the outlook for shareholders.
Q3 2025 product revenues, net were $209.4 million versus $159.3 million in Q3 2024; Jornay PM net revenue was $41.8 million.
GAAP net income was $31.5 million, or $0.84 diluted EPS, versus $9.3 million, or $0.27, a year earlier; adjusted EPS was $2.25 versus $1.61.
Full-year 2025 product revenue guidance was raised to $775 million to $785 million from $745 million to $760 million; adjusted EBITDA guidance was raised to $460 million to $470 million from $440 million to $455 million.
Board authorized a share repurchase program of up to $150 million through December 31, 2026; cash, cash equivalents and marketable securities were $285.9 million at quarter end.
Evergy reported third quarter 2025 GAAP earnings of $475.0 million, or $2.03 per share, up from $2.02 a year earlier, and narrowed its 2025 adjusted EPS guidance to $3.92 to $4.02 from $3.92 to $4.12, citing cooler than normal summer weather. Year-to-date GAAP EPS was $3.31, down from $3.45, so shareholders see a quarterly gain alongside a lower top end of full-year guidance.
Q3 2025 GAAP earnings were $475.0 million, or $2.03 per share, compared with $465.6 million, or $2.02 per share, in Q3 2024.
2025 adjusted EPS guidance narrowed to $3.92 to $4.02 from $3.92 to $4.12; the company reaffirmed its 4% to 6% long-term adjusted EPS growth target through 2029.
Quarterly dividend increased 4% to $0.6950 per share, payable December 19, 2025, to holders of record as of November 21, 2025.
Year-to-date GAAP net income attributable to Evergy was $771.3 million, or $3.31 per share, versus $795.3 million, or $3.45 per share, a year earlier.
Planet Fitness reported third-quarter 2025 results for the period ended September 30, with total revenue up 13.0% to $330.3 million and diluted earnings per share of $0.70, compared with $0.50 a year earlier. The company raised several of its 2025 full-year growth targets, including adjusted net income per share growth to 16% to 17%, which matters to shareholders because it signals higher expected profit growth for the year.
Total revenue rose 13.0% to $330.3 million; system-wide same club sales increased 6.9%.
Net income attributable to Planet Fitness was $58.8 million, or $0.70 per diluted share, versus $42.0 million, or $0.50, a year earlier.
Adjusted net income per diluted share was $0.80, compared with $0.64 in the prior year period.
Full-year 2025 outlook raised: same club sales growth of about 6.5% (previously 6.0%) and adjusted EBITDA growth of about 12% (previously 10%).
CLEAR Secure reported third-quarter 2025 revenue of $229.2 million, up 15.5% year over year, and net income attributable to Clear Secure of $28.3 million, up from $23.5 million. The company raised its full-year 2025 free cash flow guidance to at least $320 million from at least $310 million, though third-quarter free cash flow was negative $53.5 million due to an annual payment to a credit card partner.
Q3 2025 revenue $229.2 million, up 15.5%; Total Bookings $260.1 million, up 14.3%
Net income attributable to Clear Secure $28.3 million vs. $23.5 million a year earlier; Class A diluted EPS $0.29 vs. $0.25
Full-year 2025 free cash flow guidance raised to at least $320 million from at least $310 million
Q3 free cash flow was negative $53.5 million, reflecting an annual payment of about $229 million to a credit card partner; Q4 revenue guidance is $234-237 million
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.