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).
Helmerich & Payne reported a fiscal fourth-quarter net loss of $57 million, or $0.58 per diluted share, including $56 million of non-recurring charges. Excluding those and other one-time items, the adjusted net loss was $1 million, or $0.01 per share. The company also gave initial fiscal 2026 guidance, including capital expenditures of $280 million to $320 million, and said it has repaid $210 million of its $400 million term loan.
Q4 fiscal 2025 revenue of $1.01 billion, down from $1.04 billion in the prior quarter and up from $694 million a year earlier; the year-earlier quarter had net income of $75 million, or $0.76 per diluted share
Q3 fiscal 2025 net loss was $1.64 per diluted share, so the Q4 loss narrowed sequentially
Fiscal 2026 gross capital expenditures are expected at $280 million to $320 million, with NAS investments of $40 million to $60 million
Term loan repayment of $210 million as of the end of October; the company now expects to repay the full $400 million by the end of the third fiscal quarter of 2026
American Express disclosed monthly credit statistics for its U.S. Consumer and U.S. Small Business Card Member loans held for investment for October, September and August 2025. The U.S. Consumer net write-off rate rose to 2.2% in October from 1.9% in September, while its 30-day delinquency rate held at 1.4%, and total held-for-investment card loans rose to $126.4 billion from $124.8 billion.
U.S. Consumer net write-off rate (principal only) was 2.2% in October 2025, up from 1.9% in September and 2.0% in August.
U.S. Consumer 30-days-past-due loans were 1.4% of total loans in October, unchanged from September and up from 1.3% in August.
U.S. Small Business net write-off rate was 2.6% in October, up from 2.5% in September and down from 2.7% in August.
Total Card Member loans held for investment were $126.4 billion at October 31, 2025, compared with $124.8 billion at September 30, 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.