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).
New Jersey Resources reported fiscal 2025 net financial earnings per share of $3.29, at the high end of its $3.20 to $3.30 guidance range, up from $2.95 a year earlier. Fourth-quarter results fell sharply, with net financial earnings of $16.2 million ($0.16 per share) versus $88.7 million ($0.89 per share), mainly due to lower Energy Services contributions. The company guided fiscal 2026 net financial earnings per share to $3.03 to $3.18.
Fiscal 2025 net income was $335.6 million ($3.35 per share), up from $289.8 million ($2.94 per share) in fiscal 2024.
Fourth-quarter fiscal 2025 net income was $15.1 million ($0.15 per share), down from $91.1 million ($0.92 per share) a year earlier.
Fiscal 2026 net financial earnings per share guidance is $3.03 to $3.18.
Management will host an earnings presentation via webcast on November 20, 2025, at 10:00 a.m. ET.
Palo Alto Networks agreed to acquire observability platform Chronosphere for a total consideration of $3.35 billion, paid in cash and replacement equity awards, subject to adjustments and closing conditions including regulatory approvals. In its fiscal first quarter ended October 31, 2025, revenue grew 16% to $2.5 billion, while GAAP net income fell to $334 million from $351 million. The board also extended a $1 billion share repurchase authorization to December 31, 2026.
Chronosphere acquisition: $3.35 billion total consideration, expected to close in the second half of fiscal 2026
Fiscal Q1 2026: revenue up 16% to $2.5 billion; GAAP net income $334 million, or $0.47 per diluted share, versus $351 million, or $0.49, a year earlier
Non-GAAP net income $662 million, or $0.93 per diluted share, versus $545 million, or $0.78, a year earlier
Board approved extending the $1 billion buyback authorization to December 31, 2026; about 697 million shares outstanding as of November 11, 2025
Kulicke and Soffa reported fiscal fourth-quarter 2025 net revenue of $177.6 million, down from $181.3 million a year earlier but up from $148.4 million in the prior quarter. GAAP diluted EPS was $0.12, down from $0.22 a year earlier, and the company guided to GAAP diluted EPS of about $0.18 for the first quarter of fiscal 2026.
Q4 fiscal 2025 GAAP diluted EPS was $0.12 versus $0.22 a year earlier; non-GAAP diluted EPS was $0.28 versus $0.34.
Fiscal 2025 net revenue was $654.1 million versus $706.2 million, with net income of $0.2 million versus a net loss of $69.0 million in fiscal 2024.
First quarter fiscal 2026 outlook: net revenue about $190 million (+/- $10 million), GAAP diluted EPS about $0.18, non-GAAP diluted EPS about $0.33.
The company repurchased 2.4 million shares for $96.5 million in fiscal 2025, and cash, cash equivalents and short-term investments totaled $510.7 million as of October 4, 2025.
Universal Technical Institute reported fiscal 2025 revenue of $835.6 million, up 14.0%, and net income of $63.0 million, up 50.0%, with diluted EPS of $1.13 versus $0.75. For fiscal 2026 it guided to net income of $40 million to $45 million and diluted EPS of $0.71 to $0.80, both down 33% at the midpoint, and it said planned growth investments will temporarily moderate margins.
FY2025 revenue $835.6 million, up 14.0%; net income $63.0 million, up 50.0%; diluted EPS $1.13 versus $0.75
Q4 FY2025 revenue $222.4 million, up 13.3%; Q4 net income $18.8 million, flat versus $18.8 million; Q4 adjusted EBITDA $36.8 million, down 1.4%
FY2026 guidance: revenue $905 million to $915 million; net income $40 million to $45 million; adjusted EBITDA $114 million to $119 million versus $126.5 million in FY2025
Company expects to open at least two and up to five campuses and launch about 20 new programs annually, pending regulatory approval
Lowe's reported third-quarter 2025 sales of $20.8 billion, up from $20.2 billion a year earlier, but diluted EPS fell to $2.88 from $2.99. Adjusted diluted EPS rose 5.9% to $3.06 after excluding $129 million in acquisition-related expenses. The company raised its full-year sales outlook to $86.0 billion but lowered its comparable sales and adjusted operating margin outlook, so the update is mixed for shareholders.
Net earnings were $1.6 billion ($1,616 million) versus $1.7 billion ($1,695 million) in the prior-year quarter.
Comparable sales rose 0.4%, with online sales up 11.4%.
Full-year comparable sales are now expected to be flat, previously flat to up 1%; adjusted operating margin is now 12.1%, previously 12.2% to 12.3%.
Full-year adjusted diluted EPS is now approximately $12.25, previously $12.20 to $12.45.
Griffon reported fiscal 2025 revenue of $2.5 billion, down 4% from the prior year, and net income of $51.1 million ($1.09 per share), down from $209.9 million ($4.23 per share). Results included a $217.2 million net-of-tax charge for third-quarter goodwill and intangible asset impairments in the Consumer and Professional Products segment, while adjusted net income rose to $263.6 million ($5.65 per share). The company also announced a 22% increase in its regular quarterly dividend to $0.22 per share.
Fiscal 2025 revenue was $2.5 billion, down 4% from $2.6 billion; fourth-quarter revenue was $662.2 million, up from $659.7 million.
Fourth-quarter net income was $43.6 million ($0.95 per share), down from $62.5 million ($1.29 per share); adjusted net income was $70.9 million ($1.54 per share) versus $70.9 million ($1.47 per share).
Free cash flow was $323.0 million in fiscal 2025, and leverage fell to 2.4x from 2.6x; the company repurchased 1.9 million shares for $134.7 million.
For fiscal 2026, Griffon expects revenue of $2.5 billion and adjusted EBITDA of $580 million to $600 million.
Valvoline reported fourth-quarter and fiscal 2025 results, with Q4 net revenues up 4% to $453.8 million but reported diluted EPS down 71% to $0.20. The company said it expects to close the $593 million Breeze Autocare acquisition on December 1, 2025, funded by a new $740 million Term Loan B, and gave fiscal 2026 adjusted EPS guidance of $1.60 to $1.70.
Q4 net revenues $453.8 million, up 4%; system-wide same-store sales up 6.0%
Q4 income from continuing operations $25.6 million, down 71%; adjusted EPS $0.45, down 2%
Fiscal 2026 outlook includes Breeze: net revenues $2.0 to $2.1 billion, adjusted EBITDA $525 to $550 million, adjusted EPS $1.60 to $1.70
Breeze deal: $593 million net purchase price, closing planned December 1, 2025; Investor Update scheduled December 11, 2025
Alkermes amended its agreement to acquire Avadel Pharmaceuticals, raising the cash payment from $18.50 to $21.00 per Avadel share, with the $1.50 contingent value right unchanged. To fund the cash payment, Alkermes entered an amended bridge term loan of up to $1.5 billion that carries variable-rate interest and covenants, and Avadel's board said Lundbeck's competing proposal no longer qualifies as superior. Shareholders face a higher acquisition price and more debt, with closing still expected in the first quarter of 2026.
Cash consideration raised from $18.50 to $21.00 per Avadel share; CVR of up to $1.50 per share unchanged
Total consideration up to $22.50 per share, valuing Avadel at up to approximately $2.37 billion if the milestone payment is made
Bridge loan of up to $1.5 billion with JPMorgan Chase, maturing 364 days after funding; interest at Term SOFR plus 3.00% or base rate plus 2.00%
Avadel board determined Lundbeck's proposal no longer a Company Superior Proposal; closing expected in the first quarter of 2026
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.