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).
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
Sylvamo's board declared a dividend of one preferred share purchase right per common share, payable November 20, 2025, and entered into a Rights Agreement with Computershare Trust Company, N.A. The board adopted the plan after Atlas Holdings directed its two affiliated directors to resign, which terminated a 2023 cooperation agreement; the company says the plan is designed to protect long-term value for all shareowners.
Rights are triggered if a person or group acquires 15% or more of common shares, or 20% for certain passive investors; the trigger was 10% under the 2022 plan.
Atlas Holdings has economic exposure to approximately 21.5% of outstanding common stock, consisting of 16% beneficial ownership and 5.5% through derivatives, per the company.
Each right allows purchase of one one-thousandth of a Series B Preferred Share at $215.00, subject to adjustment; the rights expire November 9, 2026.
StandardAero reported third-quarter 2025 revenue of $1,498.0 million, up 20.4% from a year earlier, and net income of $68.1 million, compared with $16.4 million in the prior-year quarter. The company raised its full-year 2025 guidance for revenue, Adjusted EBITDA and free cash flow, which signals higher expected earnings and cash generation for the year for shareholders. Adjusted EBITDA margin declined to 13.1% from 13.5%.
Q3 2025 revenue was $1,498.0 million, up $253.3 million, or 20.4%, from $1,244.6 million
Q3 2025 net income was $68.1 million, compared with $16.4 million a year earlier
Full-year 2025 revenue guidance raised to $5,970 million to $6,030 million from $5,875 million to $6,025 million
Free cash flow guidance raised to $170 million to $190 million from $155 million to $175 million
BWX Technologies issued $1.25 billion of 0% convertible senior notes due November 1, 2030, including a $150 million option the initial purchasers exercised in full. The company plans to use part of the net proceeds to repay $830.8 million under its existing credit facility and $116.1 million to fund capped call transactions, which are intended to reduce potential dilution from conversions.
Notes issued November 10, 2025: $1.25 billion total, including an additional $150 million exercised November 6, 2025
Initial conversion price of approximately $262.51 per share, a premium of about 32.5% to the $198.12 last reported sale price on November 5, 2025
Planned use of proceeds: about $830.8 million to repay the existing credit facility and about $116.1 million for capped call transactions
Company may not redeem the notes before November 6, 2028; the notes mature November 1, 2030
Life360 reported unaudited third-quarter 2025 revenue of $124.5 million, up 34% year over year, and net income of $9.8 million, up 27%. It raised full-year 2025 revenue guidance to $474 million to $485 million and Adjusted EBITDA guidance to $84 million to $88 million. It also agreed to acquire Nativo, Inc. in a transaction valued at approximately $120 million in cash and common stock, with completion expected in January 2026.
Q3 2025 Adjusted EBITDA was $24.5 million, up from $9.0 million in Q3 2024.
Q3 2025 net income was $9.8 million, compared with $7.7 million in Q3 2024.
FY2025 revenue guidance raised to $474 million to $485 million from $462 million to $482 million; Adjusted EBITDA guidance raised to $84 million to $88 million from $72 million to $82 million.
Hardware gross profit and margin were affected by tariff-related costs, and Q3 hardware revenue fell 4% year over year to $11.3 million.
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.
Ball Corporation's board appointed Ronald J. Lewis as chief executive officer and a director, effective immediately, replacing Daniel W. Fisher, who also left the chairman role. Stuart A. Taylor II became chairman and the lead independent director position was eliminated, and Daniel Rabbitt was appointed chief financial officer. The company reaffirmed its full-year comparable diluted earnings per share growth outlook of 12-15%, so the leadership change came without a stated change to that guidance.
Ronald J. Lewis, 59, named CEO effective immediately, with a $1,000,000 initial base salary and a 150% target annual cash incentive
Stuart A. Taylor II named Chairman of the Board; the Lead Independent Director position was eliminated
Daniel Rabbitt, 57, appointed CFO effective immediately after serving as interim CFO since May 2025, with a $700,000 initial base salary
Company reaffirmed its full-year comparable diluted EPS growth outlook of 12-15%
Chief Executive John Geller resigned at the board's request, effective November 10, 2025, and also left the board. Director Matthew Avril became interim President and CEO, and the board has started a search for a permanent CEO. The company reaffirmed its 2025 guidance and postponed its December 17 Investor Day, while saying it intends to buy back shares under its remaining $347 million program during the quarter.
John Geller resigned as President, CEO and director at the board's request, effective November 10, 2025
Geller's separation agreement provides severance of $5 million and a prorated 2025 target bonus of $1,286,301
Matthew Avril, a director since 2025, will be interim CEO at an annual base salary of $1 million
Company reaffirmed 2025 guidance issued November 5, 2025, and postponed the December 17 Investor Day
ANI Pharmaceuticals filed an updated investor presentation that restates its third-quarter 2025 results, with total revenue of $228 million, up 54% year over year, and adjusted diluted EPS of $2.04, up 52%. The presentation says the company raised its full-year 2025 guidance for net revenue, adjusted EBITDA and adjusted diluted EPS, with the guidance issued on November 7, 2025. For shareholders, the higher outlook is a positive signal, although ILUVIEN revenue was pressured and the profit figures are non-GAAP measures.
Q3 2025 total revenue was $228 million, up 54% year over year; adjusted non-GAAP EBITDA was $60 million, up 70%; adjusted non-GAAP diluted EPS was $2.04, up 52%.
Full-year 2025 net revenue guidance is $854 million to $873 million, up from a previous $818 million to $843 million.
Full-year 2025 adjusted non-GAAP EBITDA guidance is $221 million to $228 million (previously $213 million to $223 million), and adjusted non-GAAP diluted EPS guidance is $7.37 to $7.64 (previously $6.98 to $7.35).
Q3 2025 ILUVIEN revenue was $17 million, which the company said was pressured by reduced access for Medicare patients and remaining YUTIQ units at physician offices.
Mastercard and its subsidiary entered an updated class settlement with court-appointed counsel for a US merchant injunctive relief class, with Visa also a party. The agreement is subject to final approval by the Eastern District Court of New York, and Mastercard says it would resolve all pending US merchant litigation seeking changes to its interchange structure and merchant acceptance rules. A 10 basis point reduction in the average systemwide effective interchange rate on US-issued consumer and commercial credit transactions would reduce Mastercard's interchange revenue on those transactions, a cost to shareholders that is weighed against the removal of ongoing litigation risk.
Both Mastercard and Visa agree to a 10 basis point reduction in the average systemwide effective interchange rate on US-issued consumer and commercial credit transactions at US merchant locations.
The interchange reduction is designed to act as a cap for five years.
The agreement is subject to final approval by the Eastern District Court of New York, expected most likely in late 2026 or early 2027.
Mastercard does not admit to any improper conduct regarding the plaintiffs' allegations.
RadNet reported third-quarter 2025 revenue of $522.9 million, up 13.4%, and Adjusted EBITDA of $84.9 million, up 15.2%. Net income attributable to RadNet stockholders was $5.4 million, or $0.07 per diluted share, compared with $3.2 million, or $0.04, a year earlier. The company raised its full-year 2025 revenue and Adjusted EBITDA guidance for the Imaging Center segment and its revenue guidance for Digital Health, which is a positive signal for shareholders.
Q3 2025 revenue was $522.9 million, up from $461.1 million; Adjusted EBITDA was $84.9 million, up 15.2%.
Q3 2025 net income attributable to RadNet was $5.4 million, or $0.07 per diluted share, versus $3.2 million, or $0.04, in Q3 2024.
Imaging Center 2025 revenue guidance was raised to $1,900 - $1,930 million and Adjusted EBITDA guidance to $276 - $284 million.
For the first nine months of 2025, the company reported a net loss of $18.1 million, or $(0.24) per share; cash was $804.7 million at September 30, 2025.
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
Maplebear (Instacart) reported third-quarter 2025 revenue of $939 million, up 10% year-over-year, and GAAP net income of $144 million, up 22%. Its board also raised the share repurchase authorization to $2.5 billion from $1 billion, and the company plans a $250 million accelerated share repurchase, which matters to shareholders as a large capital return and a sign of confidence in its cash generation.
Q3 2025 orders of 83.4 million, up 14% year-over-year; GTV of $9,170 million, up 10%
Total revenue $939 million, up 10%; GAAP gross profit $692 million, up 8%, but a lower share of GTV and revenue than in Q3 2024
GAAP net income $144 million, up 22%; adjusted EBITDA $278 million, up 22%
Q4 2025 outlook: GTV of $9,450 million to $9,600 million and adjusted EBITDA of $285 million to $295 million; $250 million accelerated share repurchase with Goldman Sachs expected to begin November 11, 2025
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.