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).
Under Armour raised its fiscal 2025 restructuring plan by $95 million to up to $255 million of pre-tax charges to be incurred in fiscal 2025 and 2026, and announced the separation of Curry Brand. Its GAAP fiscal 2026 operating outlook moved from income of $19 million to $34 million to a loss of $56 million to $71 million, while its adjusted operating income outlook rose to $95 million to $110 million. For shareholders, the reported loss outlook reflects the restructuring charges, which the company excludes from its adjusted figures.
Restructuring plan increased by $95 million to up to $255 million, including up to $107 million in cash charges and up to $148 million in non-cash charges
As of September 30, 2025, the company had recognized approximately $147 million of restructuring and related charges ($82 million cash, $65 million non-cash)
GAAP fiscal 2026 operating outlook is a loss of $56 million to $71 million, versus prior income of $19 million to $34 million
Adjusted operating income outlook raised to $95 million to $110 million from $90 million to $105 million
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.
Edgewell Personal Care agreed on November 12, 2025 to sell its Feminine Care segment to Essity for $340 million in cash, subject to customary adjustments. The closing is expected in the first quarter of calendar 2026, pending regulatory approvals, and the company expects the sale to reduce its adjusted EPS and adjusted EBITDA on an annualized basis, net of transition service income.
Buyer: Essity Aktiebolag (publ); consideration is $340 million in cash, subject to adjustments for inventory, indebtedness and other items
Expected closing in the first quarter of calendar 2026; the outside date is May 12, 2026, with extensions to as late as November 12, 2026
Company expects an annualized impact of approximately $0.40 to $0.50 in adjusted EPS and $35 million to $45 million in adjusted EBITDA, net of transition services income
Net proceeds, after taxes and transaction costs, are intended primarily to strengthen the balance sheet; the company would receive a $15 million termination fee in certain circumstances
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.