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).
The Florida Public Service Commission voted on November 20, 2025 to approve a settlement between Florida Power & Light and ten of 13 intervenor groups, resolving all matters in FPL's base rate proceeding. The agreement, effective January 2026 through at least December 2029, sets annualized retail base revenue increases of $945 million from January 1, 2026 and $705 million from January 1, 2027. Opposing parties can appeal within 30 days of the final order.
FPSC voted November 20, 2025 to approve the settlement with ten of 13 intervenor groups.
Annualized retail base revenue increases of $945 million beginning January 1, 2026 and $705 million beginning January 1, 2027.
Authorized regulatory return on common equity of 10.95%, with a range of 9.95% to 11.95%, and a 59.6% equity ratio.
FPSC typically takes up to 20 days to issue a final order; opposing parties have 30 days after that order to appeal.
Copart reported first-quarter fiscal 2026 results for the quarter ended October 31, 2025, with revenue of $1.16 billion, up 0.7% from a year earlier. Net income attributable to Copart rose 11.5% to $403.7 million, and diluted earnings per share were $0.41 versus $0.37, an increase of 11.7%, which points to higher profit for shareholders on a per-share basis.
Revenue was $1.16 billion, up $8.2 million or 0.7% year over year.
Gross profit rose $24.9 million, or 4.9%, to $537.0 million.
Diluted EPS was $0.41 compared with $0.37 a year earlier; net income attributable to Copart was $403.7 million, up 11.5%.
Copart will hold a conference call on November 20, 2025, at 5:30 p.m. Eastern Time.
ESCO Technologies reported fourth quarter fiscal 2025 sales of $353 million, up 28.9 percent, and GAAP earnings per share from continuing operations of $1.73, up from $1.52 a year earlier. Results include the Maritime acquisition and exclude VACCO Industries, which was sold in the quarter for an after-tax gain of $173 million. The company expects fiscal 2026 Adjusted EPS of $7.50 to $7.80, an increase of 24 to 29 percent, and filed separate details of fiscal 2026 executive equity awards.
Q4 2025 sales rose $79 million (28.9 percent) to $353 million; organic sales rose 7.7 percent
Q4 2025 GAAP EPS from continuing operations was $1.73 versus $1.52; Adjusted EPS was $2.32 versus $1.79
FY 2025 net sales were $1.1 billion, up 19.2 percent; FY 2025 GAAP EPS from continuing operations was $4.49
FY 2026 guidance: net sales of $1.27 to $1.31 billion and Adjusted EPS of $7.50 to $7.80
Veeva reported fiscal third-quarter 2026 results for the quarter ended October 31, 2025, with total revenue up 16% year over year and GAAP net income up 27%. The company also updated its fiscal 2026 guidance, which CFO Brian Van Wagener described as increased, and gave fourth-quarter revenue guidance of $807 million to $810 million.
Total revenue was $811.2 million, up from $699.2 million a year earlier; subscription services revenue was $682.5 million, up 17%.
GAAP diluted net income per share was $1.40, versus $1.13 a year earlier; non-GAAP diluted EPS was $2.04, versus $1.75.
Fiscal 2026 guidance: total revenue of $3,166 million to $3,169 million and non-GAAP diluted EPS of about $7.93.
Fourth-quarter guidance (quarter ending January 31, 2026) calls for total revenue of $807 million to $810 million and non-GAAP operating income of about $350 million.
Ross Stores reported third-quarter fiscal 2025 results for the 13 weeks ended November 1, 2025, with diluted earnings per share of $1.58 versus $1.48 a year earlier and net income of $512 million versus $489 million. Sales rose 10% to $5.6 billion and comparable store sales increased 7%. The company raised its fiscal 2025 EPS guidance to $6.38 to $6.46, which benefits shareholders by signaling higher expected full-year profit.
Q3 diluted EPS was $1.58 versus $1.48; net income was $512 million versus $489 million
Q3 sales grew 10% to $5.6 billion; comparable store sales rose 7%
Fiscal 2025 EPS guidance raised to $6.38 to $6.46; Q4 EPS guidance set at $1.77 to $1.85
Repurchased $262 million of stock in Q3 and remains on track to buy back $1.05 billion in fiscal 2025
Intuit reported fiscal first-quarter 2026 results for the quarter ended October 31, 2025, with revenue of $3.9 billion, up 18%, and GAAP diluted EPS of $1.59 versus $0.70 a year earlier. The company reiterated its full-year fiscal 2026 guidance and set second-quarter guidance, and its board approved a $1.20 per share quarterly dividend, up 15%.
Q1 GAAP operating income was $534 million, up 97%; non-GAAP operating income was $1.258 billion, up 32%.
Q1 non-GAAP diluted EPS was $3.34, up 34%; GAAP diluted EPS was $1.59, up 127%.
Full-year fiscal 2026 guidance was reiterated: revenue of $20.997 billion to $21.186 billion and non-GAAP diluted EPS of $22.98 to $23.18.
Second-quarter guidance calls for non-GAAP diluted EPS of $3.63 to $3.68; the $1.20 dividend is payable January 16, 2026 to holders of record on January 9, 2026.
The Marzetti Company's board raised the regular quarterly cash dividend to $1.00 per common share, payable December 31, 2025 to holders of record on December 5, 2025. The company said this marks 63 consecutive years of increased regular cash dividends, and CEO David A. Ciesinski said the indicated fiscal 2026 annual payout is $3.95 per share, up from $3.75 in fiscal 2025. Shareholders at the November 19, 2025 annual meeting also approved the 2025 Omnibus Incentive Plan and reelected four directors.
Quarterly cash dividend raised to $1.00 per common share; payable December 31, 2025 to shareholders of record on December 5, 2025
Indicated fiscal 2026 annual payout of $3.95 per share, up from $3.75 per share paid in fiscal 2025, per CEO David A. Ciesinski
Shareholders approved the 2025 Omnibus Incentive Plan and reelected Barbara L. Brasier, David A. Ciesinski, Elliot K. Fullen and Alan F. Harris to terms expiring in 2028
Shareholders ratified Deloitte & Touche LLP as independent auditor for the year ending June 30, 2026
Construction Partners reported results for the fiscal year ended September 30, 2025, with revenue up 54% to $2.812 billion and net income up 48% to $101.8 million. Adjusted EBITDA rose 92% to $423.7 million, and the company reiterated its fiscal 2026 outlook, which calls for revenue of $3.400 billion to $3.500 billion and net income of $150.0 million to $155.0 million. Management attributed the growth to five acquisitions in fiscal 2025 and 8.4% organic growth, while interest expense, net rose to $90.4 million from $19.1 million.
Fiscal 2025 revenue was $2.812 billion, up from $1.824 billion in fiscal 2024; net income was $101.8 million, up from $68.9 million.
Fourth-quarter revenue was $899.8 million, up from $538.2 million a year earlier; fourth-quarter net income was $56.6 million, up from $29.3 million.
Adjusted EBITDA was $423.7 million, up 92%, and Adjusted EBITDA Margin was 15.1%, up from 12.1%.
Fiscal 2026 outlook was reiterated: revenue of $3.400 billion to $3.500 billion and net income of $150.0 million to $155.0 million.
Liquidity Services reported fiscal fourth-quarter 2025 results, with GMV up 12% to $404.5 million, revenue up 10% to $118.1 million, and GAAP net income up 23% to $7.8 million. The company also said its board approved a $15.0 million increase to its share repurchase authorization, and it gave first-quarter fiscal 2026 guidance that expects tempered year-over-year consolidated GMV and revenue.
Q4 GAAP diluted EPS was $0.24, up 20% from $0.20; Non-GAAP Adjusted EBITDA was $18.5 million, up 28%.
Fiscal 2025 GMV was $1.57 billion, up 15%, and revenue was $476.7 million, up 31%.
On November 17, 2025, the board authorized repurchases of up to $15.0 million of common stock through December 31, 2027.
Q1 fiscal 2026 guidance calls for GAAP net income of $5.0 million to $8.0 million and GMV of $370 million to $405 million.
Walmart reported third-quarter results for the period ended October 31, 2025, with revenue up 5.8% to $179.5 billion and GAAP EPS of $0.77, up from $0.57. The company raised its fiscal 2026 adjusted EPS outlook to $2.58 to $2.63, and it also said it will move its common stock and notes from the NYSE to Nasdaq, with trading on Nasdaq starting December 9, 2025.
Revenue of $179.5 billion, up 5.8%; operating income fell 0.2% to $6.7 billion, mainly due to a non-cash share-based compensation charge at PhonePe
GAAP EPS of $0.77 versus $0.57 a year earlier; adjusted EPS of $0.62
Fiscal 2026 adjusted EPS outlook raised to $2.58 to $2.63, from $2.52 to $2.62 in the August 21, 2025 update
NYSE trading ends at market close December 8, 2025; Nasdaq trading begins at market open December 9, 2025, under the same symbols
Maximus reported fiscal 2025 results for the year ended September 30, 2025, with revenue up 2.4% to $5.43 billion and diluted EPS of $5.51, compared with $4.99 a year earlier. The company also set fiscal 2026 guidance, with revenue of $5.225 billion to $5.425 billion and adjusted diluted EPS of $7.95 to $8.25.
Full-year revenue rose 2.4% to $5.43 billion from $5.31 billion; organic growth was 3.9%.
Diluted EPS was $5.51 versus $4.99; adjusted diluted EPS was $7.36 versus $6.11.
Fiscal 2026 guidance: revenue of $5.225 billion to $5.425 billion; adjusted diluted EPS of $7.95 to $8.25; free cash flow of $450 million to $500 million.
The company booked $16 million of severance charges in the fourth quarter of fiscal 2025, and declared a $0.30 quarterly dividend payable December 1, 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.