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).
Post Holdings reported fourth-quarter fiscal 2025 net sales of $2.2 billion, up 11.8%, but net earnings fell 37.5% to $51.0 million and diluted EPS was $0.88 versus $1.28, partly due to a $29.8 million non-cash goodwill impairment. The company also guided fiscal 2026 Adjusted EBITDA (non-GAAP) to $1,500 million to $1,540 million and announced that Chairman William P. Stiritz will retire from the Board on December 16, 2025, with CEO Robert V. Vitale becoming Chairman.
Q4 net sales $2,247.0 million, up 11.8%; operating profit $168.4 million, down 11.8%
Q4 net earnings $51.0 million, down 37.5%; diluted EPS $0.88 vs. $1.28; adjusted diluted EPS (non-GAAP) $2.09 vs. $1.53
Fiscal 2025 net earnings $335.7 million, down 8.5%; fiscal 2026 Adjusted EBITDA guidance $1,500 million to $1,540 million
Stiritz retires as Chairman effective December 16, 2025; Vitale named Chairman effective upon his retirement
Verizon said it expects to record a severance charge of $1.6 billion to $1.8 billion in the fourth quarter of 2025 as it cuts over 13,000 positions under a previously announced cost reduction plan. The filing says over 80% of affected employees will leave in December 2025, and the company expects a significant reduction in outsourced, contracted and other outside labor expense. The charge is a large one-time cost, while the cuts aim to lower ongoing costs.
Expected fourth-quarter 2025 severance charge of $1.6 billion to $1.8 billion
Elimination of over 13,000 positions
Over 80% of affected employees expected to exit in December 2025
Significant reduction in outsourced, contracted and other outside labor expense expected
Gap Inc. reported third quarter fiscal 2025 net sales of $3.9 billion, up 3% from a year earlier, with comparable sales up 5%. Diluted earnings per share fell to $0.62 from $0.72, and the company raised its full-year operating margin outlook and its net sales growth outlook, which shareholders should weigh against the lower quarterly profit.
Q3 net sales $3.9 billion, up 3%; comparable sales up 5%, the seventh straight quarter of positive comparable sales
Q3 net income $236 million vs. $274 million a year earlier; diluted EPS $0.62 vs. $0.72
Fiscal 2025 operating margin outlook raised to approximately 7.2% from 6.7% to 7.0%; net sales growth outlook raised to 1.7% to 2.0%
Board approved a fourth quarter fiscal 2025 dividend of $0.165 per share
Abbott agreed on November 19, 2025 to acquire Exact Sciences in a cash deal valued at about $21 billion in equity and $23 billion in enterprise value, with closing expected in the second quarter of 2026. Abbott said the deal is dilutive to adjusted earnings per share through 2027 and expects it to be accretive in 2028 and beyond, so the acquisition has a near-term cost to Abbott's per-share earnings.
Exact Sciences shareholders will receive $105 per common share in cash, subject to a shareholder vote and regulatory approvals.
Abbott's adjusted EPS impact is dilutive: ($0.20) in 2026 and ($0.16) in 2027, with accretion expected in 2028.
Abbott has a $20 billion senior unsecured bridge loan commitment from Morgan Stanley Senior Funding, Inc.
Abbott expects at least $100 million in annual pre-tax synergies by 2028 and an initial 2026 adjusted gross debt-to-EBITDA ratio of about 2.7x.
Warner Music Group reported fiscal fourth-quarter revenue of $1.87 billion, up 15%, and net income of $109 million, up from $48 million a year earlier. For the full fiscal year ended September 30, 2025, revenue rose 4% to $6.71 billion, but net income fell 23% to $370 million and operating income fell 16% to $694 million, which shareholders should weigh against the stronger quarter.
Q4 revenue was $1,868 million, up 15% from $1,630 million; Q4 net income was $109 million versus $48 million.
Full-year revenue was $6,707 million, up 4%; full-year net income was $370 million versus $478 million, down 23%.
Full-year operating income was $694 million, down from $823 million, including $79 million of impairment charges related to EMP.
Net debt was $3.833 billion as of September 30, 2025, compared with $3.320 billion a year earlier.
Jacobs reported fiscal fourth-quarter 2025 gross revenue of $3.2 billion, up 6.6% year over year, and adjusted EPS of $1.75, up 27.7%. GAAP EPS fell 55.9% to $1.05, which the company attributes partly to mark-to-market gains in the prior-year period from its former Amentum stake. The company also guided fiscal 2026 adjusted EPS to $6.90 to $7.30, which it says is 16% growth at the midpoint.
Q4 gross revenue $3.2 billion, up 6.6%; adjusted net revenue $2.2 billion, up 5.8%
Q4 GAAP EPS $1.05, down from $2.38; adjusted EPS $1.75, up from $1.37
Fiscal 2025 adjusted EPS $6.12, up 15.9%; GAAP EPS $2.58, down 46.1%
Fiscal 2026 outlook: adjusted net revenue growth of 6% to 10% and adjusted EPS of $6.90 to $7.30
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.