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).
Kroger said it will close certain U.S. fulfillment centers as part of updates to its eCommerce plan and expects impairment and related charges of approximately $2.6 billion in its third fiscal quarter of 2025. The company expects the changes to improve eCommerce operating profit by approximately $400 million in 2026, which matters to shareholders because the charge is large and the profit benefit is a company estimate that depends on the plan's results.
Expected impairment and related charges of approximately $2.6 billion in the third fiscal quarter of 2025
Facilities in Pleasant Prairie, Wis.; Frederick, Md.; and Groveland, Fla. will close in January
Kroger expects a positive effect on eCommerce operating profit of approximately $400 million in 2026
Kroger expects the closures to have a neutral effect on identical sales without fuel
La-Z-Boy reported fiscal second-quarter sales of $522 million, up slightly from a year earlier, while GAAP operating income fell 7% and GAAP diluted EPS was $0.70 versus $0.71. The company also completed a 15-store acquisition, plans to exit non-core businesses, proposed closing its U.K. manufacturing facility, and guided third-quarter sales of $525-545 million.
Sales of $522 million for the quarter ended October 25, 2025, up 0.3%; GAAP operating income of $36.2 million, down 7%.
GAAP diluted EPS of $0.70 versus $0.71 a year earlier; adjusted diluted EPS flat at $0.71.
Third-quarter outlook: sales of $525-545 million and adjusted operating margin of 5.0-6.5%.
Quarterly dividend raised 10% to $0.242 per share, payable December 15, 2025, to holders of record on December 4, 2025.
Dolby Laboratories reported fourth-quarter and fiscal 2025 results for the periods ended September 26, 2025. Revenue rose year over year, but GAAP net income and GAAP earnings per share declined, while non-GAAP earnings per share increased. The company also gave fiscal 2026 revenue and EPS ranges and declared a $0.36 per share cash dividend.
Q4 fiscal 2025 total revenue was $307 million, up from $305 million; GAAP diluted EPS was $0.51, down from $0.61, and non-GAAP diluted EPS was $0.99, up from $0.81.
Fiscal 2025 total revenue was $1.35 billion, up from $1.27 billion; GAAP net income was $255 million, or $2.62 per diluted share, down from $262 million, or $2.69.
Fiscal 2026 guidance: total revenue of $1.390 billion to $1.440 billion; GAAP diluted EPS of $2.61 to $2.76; non-GAAP diluted EPS of $4.19 to $4.34.
Cash dividend of $0.36 per share payable December 10, 2025, to holders of record on December 2, 2025.
AECOM reported fiscal fourth-quarter 2025 results with revenue up 2% to $4.2 billion, but GAAP net income fell 22% to $132 million and diluted EPS fell 21% to $0.99. For the full year, net income rose 26% to $638 million and diluted EPS rose 29% to $4.79, and the company initiated fiscal 2026 adjusted EPS guidance of $5.65 to $5.85 along with a review of strategic alternatives for its Construction Management business, including a possible sale. The Board also raised the quarterly dividend 19% to $0.31 per share.
Fiscal Q4 2025: revenue $4.2 billion (up 2%), operating income $237 million (flat), net income $132 million (down 22%), diluted EPS $0.99 (down 21%).
Full year fiscal 2025: revenue $16.1 billion (flat), operating income $1.0 billion (up 24%), net income $638 million (up 26%), diluted EPS $4.79 (up 29%).
Fiscal 2026 adjusted EPS guidance of $5.65 to $5.85 for the enterprise-wide business, or $5.15 to $5.35 excluding Construction Management.
Quarterly dividend raised to $0.31 per share from $0.26, payable January 23, 2026 to holders of record as of January 7, 2026.
Energizer reported fiscal fourth-quarter 2025 net sales of $832.8 million, up 3.4%, but net earnings fell to $34.9 million and adjusted EPS fell to $1.05 from $1.22. For the full fiscal year, adjusted EPS rose 6% to $3.52, and the company guided fiscal 2026 adjusted EPS to $3.30 to $3.60, with a weaker first quarter expected.
Fourth-quarter organic net sales fell 2.2% with volumes down 2.9%; adjusted gross margin was 38.5%, down 370 basis points.
Full-year net sales rose 2.3% to $2,952.7 million; net earnings were $239.0 million and reported EPS was $3.32.
Fiscal 2026 outlook: adjusted EPS of $3.30 to $3.60 and Adjusted EBITDA of $580 million to $610 million.
First-quarter fiscal 2026 guidance: organic net sales to decline high-single digits and adjusted EPS of $0.20 to $0.30.
Home Depot reported third-quarter fiscal 2025 sales of $41.4 billion, up 2.8%, including about $900 million from the GMS acquisition, but diluted earnings per share fell 1.4% to $3.62 and adjusted EPS fell to $3.74 from $3.78. The company said results missed its expectations, citing few storms and weak housing and consumer demand, and it updated its fiscal 2025 guidance to project diluted EPS down about 6.0% from $14.91, which lowers the earnings outlook for shareholders.
Q3 fiscal 2025 net sales $41.4 billion, up $1.1 billion or 2.8%; comparable sales up 0.2%
Q3 diluted EPS $3.62 vs. $3.67 a year earlier; adjusted diluted EPS $3.74 vs. $3.78
Fiscal 2025 guidance: total sales growth about 3.0%, diluted EPS to decline about 6.0% from $14.91, adjusted diluted EPS to decline about 5.0% from $15.24
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.