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
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.
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
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.
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
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.