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 fund amended its at-the-market share sales agreement with Cantor Fitzgerald, allowing it to sell common shares worth up to $1 billion through the program. The fund began the offering on November 24, 2025, under an effective shelf registration statement. Because new share sales can add shares outstanding, existing shareholders may see their ownership diluted, though the filing does not state how many shares will be sold.
Fifth amendment dated November 21, 2025 sets aggregate initial offering price of up to $1,000,000,000 in common shares.
Prior amendments set limits of $850,000,000 (May 3, 2024) and $330,024,727 (March 27, 2023), among others.
The fund commenced the offering on November 24, 2025, under Form N-2 registration statement File No. 333-291739.
Cantor Fitzgerald & Co. acts as agent and/or principal for the sales.
Allison Transmission issued $500 million of 5.875% Senior Notes due 2033 on November 21, 2025, in a private placement. The company said it expects to use the proceeds, along with new term loan and revolver borrowings and cash on hand, to finance its previously announced acquisition of Dana's off-highway business.
Notes: $500 million aggregate principal, 5.875% coupon, due 2033, interest paid semi-annually
Issued November 21, 2025 under an indenture with Wilmington Trust, National Association, as trustee
Proceeds, with term loan and revolver borrowings and cash on hand, intended to fund the Dana Business Acquisition
If the Dana acquisition does not close, the notes are subject to a special mandatory redemption at par
EOG Resources completed an underwritten public offering of $1 billion in senior notes on November 24, 2025, consisting of $750 million of 4.400% notes due 2031 and $250 million of 5.950% notes due 2055. EOG said it intends to use part of the net proceeds to repay or redeem its 4.15% senior notes due 2026, which refinances existing debt rather than reporting new operating results.
Offering totaled $1,000,000,000: $750,000,000 of 4.400% Senior Notes due 2031 and $250,000,000 of 5.950% Senior Notes due 2055.
The New 2055 Notes are fungible with $500,000,000 of 5.950% Senior Notes due 2055 issued July 1, 2025.
Proceeds are intended in part to repay or redeem the 4.15% Senior Notes due 2026 at or before maturity.
Underwriters include J.P. Morgan Securities LLC, BofA Securities, Inc., Citigroup Global Markets Inc., PNC Capital Markets LLC and Wells Fargo Securities, LLC.
GXO's subsidiary GXO Logistics Capital B.V. issued €500 million of 3.750% notes due November 24, 2030, fully and unconditionally guaranteed by GXO. GXO also amended its term loan and revolving credit agreements to permit it to net up to $400 million of unrestricted cash from its consolidated leverage ratio calculation. The filing does not state how the proceeds will be used.
€500 million of 3.750% notes due November 24, 2030, issued November 24, 2025, with interest payable annually from November 24, 2026
Notes are unsecured and rank equally with GXO's existing and future unsecured, unsubordinated debt
Term loan and revolver amendments allow up to $400 million of unrestricted cash to be netted from leverage calculations
Underwriters include Barclays Bank PLC, Deutsche Bank Aktiengesellschaft and Goldman Sachs & Co. LLC
PPL Capital Funding, a PPL subsidiary, issued $1.15 billion of 3.000% exchangeable senior notes due December 1, 2030, including an extra $150 million from the full exercise of the initial purchasers' option. Net proceeds were $1.14 billion, which the company intends to use to repay short-term debt and for general corporate purposes. The notes can be exchanged for PPL common stock at an initial price of about $42.66 per share, a 20.0% premium to the $35.55 reference price, and the filing says a maximum of 32,348,695 shares could be issued on exchange.
Amentum reported fourth-quarter and full-year fiscal 2025 results (ended October 3, 2025) and initiated fiscal 2026 guidance. Full-year GAAP revenue rose 72% to $14.4 billion and net income attributable to common shareholders was $66 million, compared with a $82 million loss a year earlier, largely reflecting the combination with Jacobs' CMS businesses. Fourth-quarter GAAP diluted EPS fell 42% to $0.16, while fiscal 2026 guidance calls for revenue of $13.95 billion to $14.30 billion and adjusted diluted EPS of $2.25 to $2.45.
Full-year GAAP revenue $14.4 billion, up 72%; pro forma revenue up 4% to $14.4 billion
Full-year GAAP diluted EPS $0.27 vs. $(0.90) prior year; adjusted diluted EPS $2.22, up 11%
Fourth-quarter GAAP diluted EPS $0.16 vs. $0.28 a year earlier (down 42%)
Fiscal 2026 guidance: revenue $13.95 billion to $14.30 billion; adjusted diluted EPS $2.25 to $2.45; free cash flow $525 million to $575 million
On November 24, 2025, Graham Holdings completed a $500 million offering of 5.625% senior unsecured notes due 2033 and entered into a new $400 million five-year revolving credit facility with Wells Fargo as administrative agent. The company plans to use the proceeds, along with revolver borrowings, to redeem its 5.750% notes due 2026, refinance the existing revolver, and repay its $150 million term loan, which changes the timing and terms of its debt.
Notes: $500 million at 5.625%, maturing December 1, 2033, with interest paid semi-annually starting June 1, 2026
New $400 million five-year revolver replaces the existing revolving credit facility; letter of credit sublimit rises from $20.0 million to $40.0 million
Covenants require a Total Net Leverage Ratio of no more than 3.5 to 1.0 and interest coverage of at least 3.0 to 1.0
Redemption of 5.750% notes due 2026 set for on or around November 24, 2025, at par plus accrued interest
StoneX Group reported results for the fiscal fourth quarter ended September 30, 2025, in a press release furnished as Exhibit 99.1. Quarterly net income rose 12% to $85.7 million and net operating revenues rose 29% to $585.1 million, while diluted EPS was $1.57 versus $1.55, held back by $9.3 million in acquisition-related charges. For shareholders, fiscal 2025 net income reached a record $305.9 million, up 17%, and full consolidated financial statements will be included in the Form 10-K.
Quarterly net income of $85.7 million, up 12% from $76.7 million a year earlier; diluted EPS of $1.57 versus $1.55
Quarterly net operating revenues of $585.1 million, up 29%; total revenues of $32,723.4 million, up 5%
Acquisition-related charges of $9.3 million, including $8.0 million in investment banking fees and $1.3 million in bridge loan financing charges, reduced diluted EPS by about $0.13; R.J. O'Brien acquisition closed July 31, 2025
Fiscal year net income of $305.9 million, up 17%; fiscal year diluted EPS of $5.89 versus $5.31
Installed Building Products agreed on November 24, 2025 to repurchase 150,000 shares of its common stock from PJAM IBP Holdings, Inc., an Edwards family entity, as part of its previously announced buyback program. The filing says CEO Jeff Edwards has beneficial ownership of the shares held by that entity, and the Board of Directors and Audit Committee approved the transaction. The purchase is funded from cash on hand and is a related-party transaction that the company has described as part of its existing buyback program.
Shares repurchased: 150,000 shares of common stock at $250.96 per share, for a total purchase price of $37,643,760
Price is the November 21, 2025 last reported sales price of $258.72, less a 3% discount
Seller is PJAM IBP Holdings, Inc., an Edwards family entity; CEO Jeff Edwards has beneficial ownership of the shares
Funded from cash on hand; approved by the Board of Directors and Audit Committee
Moderna entered a $1.5 billion Credit and Guaranty Agreement dated November 19, 2025, with Ares Capital Corporation as administrative and collateral agent. The company borrows $600 million at closing, with $900 million more available as delayed draw term loans, and the loans mature November 24, 2030. The facility carries a minimum liquidity covenant of at least $500 million in cash and cash equivalents, which rises to $750 million if more than $1 billion is drawn.
Facility totals $1.5 billion: $600 million initial term loan and $900 million in delayed draw term loans
Interest at Term SOFR plus 5.50% or base rate plus 4.50%; maturity date November 24, 2030
Loans secured by an all-asset collateral grant and guaranteed by US, Canadian, UK, Swiss and Australian subsidiaries
Weekly minimum cash covenant of $500 million, rising to $750 million if over $1 billion is drawn; covenant not tested if 30-day average market capitalization exceeds $5 billion
Central Garden & Pet reported fiscal 2025 net sales of $3.1 billion, down from $3.2 billion, while GAAP diluted EPS rose to $2.55 from $1.62 and non-GAAP diluted EPS rose to $2.73 from $2.13. The company expects fiscal 2026 non-GAAP EPS of $2.70 or better, which is slightly below the fiscal 2025 non-GAAP result, and the results are preliminary until its Form 10-K is filed.
Fiscal 2025 net sales were $3.1 billion versus $3.2 billion, a decrease of 2%.
Fiscal 2025 GAAP diluted EPS was $2.55 versus $1.62; non-GAAP diluted EPS was $2.73 versus $2.13.
Fourth-quarter net sales were $678 million versus $669 million, and the net loss narrowed to $10 million from $34 million.
Fiscal 2026 outlook calls for non-GAAP EPS of $2.70 or better and capital spending of $50 million to $60 million.
On November 24, 2025, a wholly owned subsidiary of Enova International amended its revolving receivables facility, the ODR 2021-1 Securitization Facility, through Amendment No. 10 to the credit agreement. The filing gives the amended commitment amounts, borrowing rates, and dates, but does not report any financial results or effects on the company's earnings. The full agreement will be filed with the Form 10-K for the year ending December 31, 2025.
Total facility commitment is $246,666,666.66, split into Class A revolving loans of $193,333,333.33 and Class B revolving loans of $53,333,333.33.
Class A borrowings bear a CP rate plus 2.00%; Class B borrowings bear SOFR plus 6.00%.
Revolving period ends in November 2027 and maturity is in November 2028.
JPMorgan Chase Bank, N.A. is administrative and collateral agent; Deutsche Bank Trust Company Americas is paying agent.
Agilent reported fourth-quarter fiscal 2025 revenue of $1.86 billion, above its revenue guidance and up 9.4% from a year earlier, with GAAP EPS of $1.53 and non-GAAP EPS of $1.59. The company also issued fiscal 2026 guidance calling for revenue of $7.3 billion to $7.4 billion and non-GAAP EPS of $5.86 to $6.00.
Q4 revenue of $1.86 billion, up 9.4% reported and 7.2% on a core basis, exceeding revenue guidance
GAAP EPS of $1.53 versus $1.22 a year earlier; non-GAAP EPS of $1.59 versus $1.46
FY26 revenue outlook of $7.3 billion to $7.4 billion; non-GAAP EPS outlook of $5.86 to $6.00 versus $5.59 in FY25
Q1 FY26 revenue outlook of $1.79 billion to $1.82 billion; non-GAAP EPS of $1.35 to $1.38
Keysight reported fourth-quarter and fiscal 2025 results, with quarterly revenue of $1.42 billion, up from $1.29 billion a year earlier, and GAAP net income of $229 million, or $1.33 per diluted share, compared with a GAAP net loss of $73 million a year earlier. The board also authorized a new share repurchase program of up to $1.5 billion, and the company guided first-quarter fiscal 2026 revenue to $1.53 billion to $1.55 billion.
Q4 non-GAAP EPS was $1.91, versus $1.65 a year earlier; GAAP diluted EPS was $1.33, versus a loss of $0.42.
Fiscal 2025 revenue was $5.37 billion, up from $4.98 billion, and GAAP net income was $846 million, or $4.89 per diluted share.
Q4 free cash flow fell to $188 million from $328 million a year earlier, and the new $1.5 billion buyback replaces the previous program.
Ross Stores said Executive Chairman Michael Balmuth will step down on January 31, 2026, and retire from the Board at that time. Independent director K. Gunnar Bjorklund, who has served on the Board since 2003 and as Lead Independent Director since 2023, will succeed him as Chairman on February 1, 2026. The filing describes this as a planned leadership succession and does not include any financial results or guidance.
Michael Balmuth remains Executive Chairman through January 31, 2026, then serves as Senior Advisor from February 1 through March 31, 2026
Balmuth will also retire from the Board when he steps down as Executive Chairman
K. Gunnar Bjorklund becomes Chairman of the Board effective February 1, 2026; he has been a director since 2003
The Company anticipates authorized Board seats will fall by one, to ten
Semtech reported unaudited third-quarter fiscal 2026 results for the quarter ended October 26, 2025, with net sales of $267.0 million, up 13% from a year earlier, and a GAAP net loss of $2.9 million, compared with $7.6 million a year ago. The company also guided fourth-quarter net sales to $273.0 million, plus or minus $5.0 million, and adjusted diluted EPS to $0.43, plus or minus $0.03.
Q3 net sales of $267.0 million, up from $236.8 million a year earlier; GAAP diluted loss per share of $0.03 vs. $0.10 a year ago
Non-GAAP adjusted diluted EPS of $0.48, up from $0.26 a year ago; GAAP operating margin of 11.6% vs. 7.5%
Q3 included $21.2 million of induced conversion expense tied to debt; cash interest costs were substantially reduced per the CFO
Q4 fiscal 2026 outlook: net sales $273.0 million +/- $5.0 million; adjusted operating margin 17.8% +/- 80 bps
Halozyme said Chief Financial Officer Nicole LaBrosse will stay in the role until the earliest of a new CFO's hiring, March 30, 2026, or an earlier date the company sets, and then leave for a new professional opportunity. Under a Transition and Release Agreement dated November 18, 2025, she is eligible for severance and equity and benefit treatment tied to a termination without cause, which shareholders can review in the company's 10-K for 2025.
CFO Nicole LaBrosse will serve until the earliest of a new CFO being hired, March 30, 2026, or an earlier date set by the company
Transition and Release Agreement dated November 18, 2025, conditioned on her compliance and a release of claims
Benefits include a 2025 annual bonus at 120% of target and severance equal to base salary, plus a pro-rated 2026 target bonus if she separates in 2026
Health coverage under COBRA paid by the company for one year after the separation date; full agreement to be filed with the 10-K for 2025
Brixmor Property Group said CEO James M. Taylor Jr. will retire as CEO and as a board member effective January 1, 2026. The board appointed Brian T. Finnegan, the company's President and Chief Operating Officer and current interim CEO, to succeed him as permanent CEO and board member on the same date, under a new employment agreement that runs through December 31, 2028.
Taylor notified the company on November 19, 2025 that he will retire as CEO and from the board effective January 1, 2026.
The board appointed Finnegan, age 45, as CEO and a board member effective January 1, 2026; he will also keep the title of President.
Finnegan's new employment agreement sets a minimum base salary of $900,000 and a minimum target annual equity award of $3,000,000, starting with the 2026 grant.
Board Chair Sheryl M. Crosland said the appointment reflects execution of the CEO succession plan.
CTS Corporation entered a five-year, $300 million unsecured revolving credit agreement with Wells Fargo as administrative agent, terminating its prior $400 million facility. Proceeds from initial borrowings repaid $63.3 million owed under the prior agreement, and the filing describes covenants requiring a net leverage ratio of no more than 3.5 to 1.0 and an interest coverage ratio of at least 3.0 to 1.
New five-year unsecured revolving credit facility of $300 million, dated November 24, 2025
Replaces the prior $400 million unsecured credit facility, which was terminated as of November 24, 2025
Initial borrowings used to repay $63.3 million outstanding under the prior agreement
Covenants include a maximum net leverage ratio of 3.5 to 1.0 and a minimum interest coverage ratio of 3.0 to 1
Woodward reported fiscal 2025 net sales of $3.6 billion, up 7%, and diluted earnings per share of $7.19, up 20%, for the year ended September 30, 2025. The company also guided fiscal 2026 EPS to $7.50 to $8.00 and the board authorized a new three-year $1.8 billion share repurchase program.
Fiscal 2025 net sales were $3.6 billion, up 7%, and net earnings were $442 million, up 19%.
Fourth quarter 2025 net sales were $995 million, up 16%, and diluted EPS was $2.23, up 64%.
Fiscal 2026 guidance calls for EPS of $7.50 to $8.00 and total sales growth of 7% to 12%.
The board authorized a new three-year $1.8 billion share repurchase program.
Franklin Crypto Trust, which trades under ticker EZPZ, said its underlying index will add several digital assets effective December 1, 2025, and the fund will hold them in approximately the same weights as the index. The filing also says Authorized Participants may now create and redeem fund shares in kind, in addition to the existing cash process.
Effective December 1, 2025, the CF Institutional Digital Asset Index – US–Settlement Price constituents will be Bitcoin, Ether, XRP, Solana, Dogecoin, Cardano, Stellar Lumens and Chainlink.
The fund may now hold these assets under the Generic Listing Standards of Cboe BZX Exchange, rather than being limited to Bitcoin and Ether.
Authorized Participants can now conduct in-kind creation and redemption transactions, in addition to cash transactions.
The fund is filing a prospectus supplement to its Form S-1 (No. 333-281615).
Kohl's Board appointed Michael J. Bender as Chief Executive Officer on November 23, 2025, effective that day, after he had served as interim CEO since May 1, 2025. The filing sets out his pay, including a $1,475,000 base salary and a long-term incentive target of no less than $9,500,000, which shareholders can review in the exhibits.
Appointment effective November 23, 2025; Bender had served as interim CEO since May 1, 2025
Annualized base salary of $1,475,000 with Annual Incentive Plan target of 175% of base salary
Annual long-term incentive target of no less than $9,500,000, with equity awards beginning spring 2026
Bender remains on the Board and its Finance Committee; Q3 earnings are due November 25, 2025
Prologis, Inc. announced that Damon Austin will become Chief Development Officer effective January 1, 2026. Austin, age 47, has been Managing Director and Global Head of Customer Led Development since January 1, 2023, and has been with the company since 2015.
Damon Austin named Chief Development Officer, effective January 1, 2026
Austin, age 47, currently serves as Managing Director, Global Head of Customer Led Development
Austin joined Prologis in 2015 and previously led Customer Led Development of the Americas (2021 to 2023) and Capital Deployment West Region (2018 to 2021)
Labcorp's Board of Directors appointed Victor Bulto, President of Novartis U.S. and a member of the Novartis Executive Committee, as a director effective December 1, 2025. The filing describes the appointment as a board addition and includes no financial results, guidance, or changes to executive roles.
Board appointment made on November 20, 2025, effective December 1, 2025
Bulto has served as President of Novartis U.S. and on the Novartis Executive Committee since April 2022
Bulto will receive director compensation under Labcorp's director compensation program described in the April 4, 2025 proxy statement
RB Global disclosed that Chief Technology Officer Nancy King departed the company on November 20, 2025. Chief Operations Officer Steve Lewis will lead the technology organization and has taken over Ms. King's responsibilities on an interim basis.
Nancy King, Chief Technology Officer, departed on November 20, 2025
Steve Lewis, Chief Operations Officer, has assumed her responsibilities on an interim basis
The filing does not name a permanent successor or describe the reasons for the departure
On November 21, 2025, Scotts Miracle-Gro entered a Seventh Amended and Restated Credit Agreement providing $2.0 billion of five-year senior secured loans, made up of a $1.5 billion revolving credit facility and a $500 million term loan. The new agreement replaces the Sixth Amended and Restated Credit Agreement dated April 8, 2022, which provided $2.5 billion, and the proceeds may be used to refinance amounts outstanding under the former agreement.
New facilities total $2.0 billion: a $1.5 billion revolver and a $500 million term loan, terminating November 21, 2030.
The prior agreement from April 8, 2022 totaled $2.5 billion, including a $1.0 billion term loan.
Leverage ratio must not exceed 5.00 to 1.00 from the fiscal quarter ending December 27, 2025; restricted payments above a 4.0 to 1.0 leverage ratio are capped at $225 million per fiscal year.
Initial spread is 1.75% on term benchmark and RFR loans and 0.75% on ABR loans until financial statements for the fiscal quarter ending December 27, 2025 are delivered.
Atmus Filtration Technologies agreed on November 21, 2025 to buy Koch Filter Corporation from Air Distribution Technologies for $450 million, subject to adjustments. Koch Filter generated $156 million in revenue in its fiscal year ended September 30, 2025, and the company expects the deal to add to its 2026 Adjusted EPS and Adjusted EBITDA margin.
Purchase price of $450 million in cash, subject to customary adjustments; the purchase price represents a 13.9x multiple of Koch Filter's Adjusted EBITDA for fiscal 2025
Koch Filter generated $156 million in revenue in the fiscal year ended September 30, 2025
Funding will come from cash on hand and borrowings under the credit facility, including a potential upsize
Closing is subject to HSR Act clearance and other customary conditions, expected in the first quarter of 2026; either party may terminate if not closed by March 31, 2026, subject to a 30-day extension
Cracker Barrel director Gilbert Dávila resigned from the board effective immediately on November 20, 2025, and the board size was reduced from ten to nine members. The same day, shareholders approved an amendment to the 2020 Omnibus Incentive Plan at the annual meeting, and the inspector of election certified the final voting results on November 21, 2025. The filing does not give a reason for the resignation.
Gilbert Dávila resigned from the Board of Directors effective November 20, 2025; the filing gives no reason.
Board size reduced from ten to nine members.
Dávila was not among the nine directors elected: he received 6,716,130 for votes and 9,570,461 against.
Shareholders approved the 2020 Omnibus Incentive Plan amendment and say-on-pay (12,878,011 for, 3,325,141 against).
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.