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).
Ralliant Corporation entered into Amendment No. 1 to its Credit Agreement with PNC Bank, National Association, as administrative agent, effective November 24, 2025. The amendment lowers the Term SOFR rate on the revolving credit facility and term loans by 0.10% by removing the credit spread adjustment, removes the ratings-based pricing grid, and reduces undrawn term loan commitments to $0, eliminating the 0.125% ticking fee. The changes lower borrowing costs terms under the existing facility, while all other material terms remain unchanged.
Effective Date: November 24, 2025; original Credit Agreement dated May 15, 2025
Term SOFR rate on revolver and term loans reduced by 0.10% by removing credit spread adjustment
Ratings-based pricing grid eliminated for revolver and term loans upon receipt of a debt rating
Undrawn commitments on three-year and eighteen-month term loans reduced to $0, ending 0.125% ticking fee
Arrowhead reported fiscal 2025 results for the year ended September 30, 2025, with revenue of $829.4 million, up from $3.6 million a year earlier. The company's net loss attributable to Arrowhead narrowed to $1.6 million, or $0.01 per diluted share, from $599.5 million, or $5.00 per share, in fiscal 2024, driven largely by milestone payments from Sarepta Therapeutics and the Novartis licensing deal.
Revenue was $829.4 million for fiscal 2025 versus $3.6 million for fiscal 2024.
Operating income was $98.3 million versus an operating loss of $601.1 million a year earlier.
Net loss attributable to Arrowhead was $1.6 million, or $0.01 per diluted share, versus $599.5 million, or $5.00 per share.
The FDA approved REDEMPLO (plozasiran) for adults with familial chylomicronemia syndrome, and the company received a $200 million upfront payment from Novartis.
Dell Technologies reported fiscal third-quarter 2026 results for the quarter ended October 31, 2025, with revenue of $27.0 billion, up 11% year over year, and GAAP diluted EPS of $2.28, up 39%. The company raised its AI server shipment guidance to roughly $25 billion and full-year revenue guidance to a midpoint of $111.7 billion, which points to stronger expected results for shareholders.
Third-quarter revenue of $27.0 billion, up 11%; ISG revenue up 24% to $14.1 billion
GAAP diluted EPS of $2.28, up 39%; non-GAAP diluted EPS of $2.59, up 17%
FY26 revenue guidance of $111.2 billion to $112.2 billion; fourth-quarter revenue guidance of $31.0 billion to $32.0 billion
Returned $1.6 billion to shareholders in the quarter; David Kennedy named chief financial officer on a permanent basis
NetApp reported fiscal second-quarter 2026 results for the period ended October 24, 2025, with net revenues of $1.71 billion, up 3% from a year earlier, and GAAP diluted earnings per share of $1.51, up from $1.42. The company also gave guidance for the third quarter and full fiscal 2026, with full-year net revenues expected between $6.625 billion and $6.875 billion.
Net revenues were $1.71 billion, up 3% year over year; GAAP net income was $305 million versus $299 million.
Non-GAAP diluted EPS was $2.05, up 10% from $1.87; GAAP operating profit was $399 million.
Third-quarter fiscal 2026 GAAP EPS is expected at $1.52 to $1.62; full-year fiscal 2026 GAAP EPS at $5.82 to $6.12.
NetApp returned $353 million to stockholders through share repurchases and dividends; next dividend is $0.52 per share, payable January 21, 2026.
CleanSpark reported fiscal year 2025 results for the year ended September 30, 2025, with revenue of $766.3 million, up 102.2% from $379 million, and net income of $364.5 million, or $1.25 per basic share, compared with a net loss of $145.8 million a year earlier. The filing notes a $425.6 million gain on the fair value of bitcoin within operating results, and the company cites a recently closed $1.15 billion 0% convertible transaction for expansion of its power and land portfolio.
Revenue of $766.3 million, up $387.3 million from the prior year
Net income of $364.5 million ($1.25 basic per share) versus a net loss of $145.8 million ($0.69 per share) in fiscal 2024
Adjusted EBITDA of $823.4 million, up from $245.8 million; the company will no longer exclude bitcoin impairments or realized bitcoin gains from this measure
Long-term debt of $644.6 million and cash of $43.0 million as of September 30, 2025
Workday reported fiscal 2026 third-quarter revenue of $2.432 billion, up 12.6% year over year, with GAAP diluted earnings of $0.94 per share versus $0.72 a year earlier. The company also issued fourth-quarter guidance and updated its full-year fiscal 2026 subscription revenue outlook to $8.828 billion, which shareholders can compare against future results.
Total revenues were $2.432 billion, up 12.6%; subscription revenues were $2.244 billion, up 14.6%.
GAAP diluted EPS was $0.94 versus $0.72; non-GAAP diluted EPS was $2.32 versus $1.89.
Q4 fiscal 2026 subscription revenue guidance is $2.355 billion (15.5% growth); full-year guidance is $8.828 billion (14.4% growth).
Workday repurchased about 3.4 million Class A shares for $803 million in the quarter.
Autodesk reported fiscal third-quarter 2026 revenue of $1.85 billion, up 18% from a year earlier, with GAAP diluted earnings per share of $1.60 versus $1.27. The company raised its full-year fiscal 2026 guidance, which now includes revenue of $7.150 billion to $7.165 billion and GAAP EPS of $5.16 to $5.33.
Q3 fiscal 2026 revenue was $1,853 million, up 18% as reported and in constant currency; Americas $820 million, EMEA $715 million, APAC $318 million.
GAAP diluted EPS was $1.60 versus $1.27 a year earlier; non-GAAP EPS was $2.67, up $0.50 year over year.
Full-year fiscal 2026 guidance now calls for revenue of $7,150 million to $7,165 million and non-GAAP EPS of $10.18 to $10.25; the prior guidance figures are not in the filing.
Nutanix reported first quarter fiscal 2026 results on November 25, 2025, with revenue up 13% and GAAP net income more than doubling from a year earlier. The CFO said some revenue shifted from Q1 into future periods, and the company updated its full-year revenue guidance to $2.82 - $2.86 billion while raising its full-year free cash flow guidance to $800 - $840 million. Shareholders see higher quarterly profit and cash flow, but the revenue timing shift and revised revenue outlook are the main points to note.
Revenue of $670.6 million, up 13% from $591.0 million in the first quarter of fiscal 2025
GAAP net income of $62.1 million, or $0.21 per diluted share, versus $29.9 million, or $0.10, a year earlier
ARR of $2.28 billion, up 18% year over year; free cash flow of $174.5 million versus $151.9 million
Q2 fiscal 2026 revenue outlook of $705 - $715 million; fiscal 2026 revenue outlook of $2.82 - $2.86 billion
Analog Devices reported fourth-quarter fiscal 2025 revenue of $3.08 billion, up 26% from a year earlier, with diluted EPS of $1.60 versus $0.96. For fiscal 2025, revenue rose 17% to $11.0 billion and diluted EPS rose to $4.56 from $3.28. The company also forecast first-quarter fiscal 2026 revenue of $3.1 billion, plus or minus $100 million, and reported EPS of $1.60, plus or minus $0.10.
Q4 fiscal 2025 revenue $3.08 billion, up 26%; operating income $945 million, up 66%
Fiscal 2025 free cash flow $4.3 billion; $2.2 billion of share repurchases and $1.9 billion of dividends
Burlington Stores reported third-quarter 2025 results with total sales up 7% to $2,706 million and net income of $105 million, or $1.63 per share, versus $1.40 a year earlier. The company raised its full-year 2025 adjusted EPS guidance to $9.69 to $9.89, but comparable store sales rose only 1% and merchandise inventories grew 15%.
Third-quarter total sales rose 7% to $2,706 million; comparable store sales rose 1%.
Third-quarter net income was $105 million, or $1.63 per share, versus $91 million, or $1.40 per share, a year earlier.
Full-year 2025 adjusted EPS guidance raised to $9.69 to $9.89, versus $8.35 last year; fourth-quarter comparable store sales guidance kept at 0% to 2%.
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
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.
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
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.
Buckle reported net income of $48.7 million, or $0.96 per diluted share, for the fiscal quarter ended November 1, 2025, up from $44.2 million, or $0.88 per diluted share, a year earlier. Net sales rose 9.3% to $320.8 million, and comparable store net sales increased 8.3%. The filing does not include updated guidance.
Q3 diluted EPS was $0.96, versus $0.88 in the prior-year quarter.
Online sales rose 13.6% to $53.0 million in the quarter.
For the 39 weeks ended November 1, 2025, net income was $128.9 million, or $2.55 per diluted share, versus $2.35 a year earlier.
Store count was 442 at quarter end, compared with 445 a year earlier.
Moog reported fourth-quarter fiscal 2025 net sales of $1,049 million, up 14%, and diluted earnings per share of $2.01, up 53% from a year earlier. The company forecast fiscal 2026 net sales of $4.2 billion and diluted EPS of $10.00, compared with $3.9 billion and $7.33 in fiscal 2025, and its board declared a $0.29 quarterly dividend.
Q4 2025 net sales $1,049 million vs. $919 million in Q4 2024; diluted EPS $2.01 vs. $1.31, as reported.
Fiscal 2026 guidance: net sales $4.2 billion (fiscal 2025: $3.9 billion); diluted EPS $10.00, within +/- $0.20 (fiscal 2025: $7.33).
Quarterly dividend of $0.29 per share, payable December 17, 2025, to holders of record as of December 8, 2025.
Prior-period results for 2023 through 2025 were revised for immaterial misstatements tied to Commercial Aircraft aftermarket service contracts.
UGI reported fiscal 2025 results for the year ended September 30, 2025, with GAAP net income of $678 million, up from $269 million, and full-year revenues of $7,287 million, up from $7,210 million. The company also issued fiscal 2026 adjusted diluted EPS guidance of $2.90 to $3.15, which assumes normal weather and the current tax regime, compared with fiscal 2025 adjusted diluted EPS of $3.32.
GAAP diluted EPS was $3.09 for fiscal 2025, versus $1.25 in fiscal 2024; adjusted diluted EPS was $3.32, versus $3.06.
Fourth-quarter GAAP net loss attributable to UGI narrowed to $13 million from $273 million a year earlier.
Fiscal 2026 adjusted diluted EPS guidance range is $2.90 to $3.15, and the company raised its expected EPS compound annual growth rate to 5% to 7% between FY24 and FY29.
Available liquidity was approximately $1.6 billion, with leverage of 3.9x at UGI Corporation and 4.9x at AmeriGas Propane.
IES Holdings reported fourth-quarter and full-year fiscal 2025 results for the period ended September 30, 2025, with revenue and profit both higher than a year earlier. The company also said it has entered a definitive agreement to acquire Gulf Island Fabrication, and its compensation committee approved a fiscal 2026 cash bonus plan for CEO Matt Simmes with a maximum payout of $5 million.
Q4 revenue of $898 million, up 16%; diluted EPS of $4.99 versus $3.06 a year earlier
Fiscal 2025 revenue of $3.37 billion, up 17%; net income attributable to IES of $306.0 million, up 40%
Definitive agreement to acquire Gulf Island Fabrication, Inc., announced after quarter end
Simmes' fiscal 2026 SSTIP bonus is tied to adjusted pretax income, with a maximum payout of $5 million
Azenta reported fourth-quarter revenue of $159 million, up 6% year over year, and fiscal 2025 revenue of $594 million, up 4%. Q4 diluted EPS from continuing operations was $1.11, compared with a loss of $0.04 a year earlier, though that figure includes a one-time $45.6 million tax benefit. The company expects fiscal 2026 organic revenue growth of 3% to 5% and adjusted EBITDA margin expansion of about 300 basis points.
Q4 fiscal 2025 revenue was $159 million, up 6% year over year, and 4% on an organic basis.
Q4 diluted EPS from continuing operations was $1.11 versus a loss of $0.04, including a one-time $45.6 million tax benefit.
Fiscal 2025 total diluted EPS was a loss of $1.30, compared with a loss of $3.10 in fiscal 2024.
Fiscal 2026 guidance: organic revenue growth of 3% to 5% and adjusted EBITDA margin expansion of about 300 basis points.
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.
NVIDIA reported third-quarter fiscal 2026 revenue of $57.0 billion for the quarter ended October 26, 2025, up 62% from a year ago, with GAAP diluted earnings per share of $1.30 compared with $0.78 a year earlier. The company expects fourth-quarter revenue of $65.0 billion, plus or minus 2%, and GAAP gross margin of 74.8%, while third-quarter GAAP gross margin of 73.4% was down 1.2 points from a year earlier. Headline revenue and profit measures improved for shareholders, and the company returned $12.7 billion to shareholders in the quarter.
Revenue of $57.0 billion, up 22% from the prior quarter and 62% from a year ago; Data Center revenue was $51.2 billion.
GAAP diluted EPS of $1.30 versus $0.78 a year ago; GAAP net income of $31.9 billion.
Fourth-quarter fiscal 2026 revenue outlook of $65.0 billion, plus or minus 2%.
Returned $12.7 billion to shareholders in the quarter; $62.2 billion remained under the share repurchase authorization at quarter end.
TJX reported third-quarter fiscal 2026 net sales of $15.1 billion, up 7%, and diluted earnings per share of $1.28, up 12% from $1.14 a year earlier. The company raised its full-year fiscal 2026 guidance for comparable sales, pretax profit margin and diluted EPS, and expects to repurchase about $2.5 billion of stock in the fiscal year.
Q3 consolidated comparable sales rose 5%, and pretax profit margin was 12.7%, up from 12.3% a year earlier.
Full-year fiscal 2026 diluted EPS outlook raised to $4.63 to $4.66, a 9% increase over the prior year's $4.26.
Returned $1.1 billion to shareholders in Q3 through $594 million of buybacks and $472 million of dividends.
Q4 fiscal 2026 guidance unchanged: comparable sales up 2% to 3% and diluted EPS of $1.33 to $1.36.
Progressive reported its financial results for the month and year-to-date periods ended October 31, 2025, in a news release furnished under Item 7.01. October net income rose to $846 million, or $1.44 per diluted share, from $408 million, or $0.69, a year earlier, and the combined ratio improved to 89.7 from 94.1.
October 2025 net income was $846 million, up 107% from $408 million in October 2024.
Net premiums written were $7,002 million, up 6%, and net premiums earned were $7,078 million, up 11%.
The combined ratio was 89.7 versus 94.1 a year earlier; companywide policies in force were 38,379 thousand, up 12%.
Year-to-date net income was $9,203 million versus $6,532 million; November results are scheduled for December 17, 2025.
Williams-Sonoma reported third-quarter 2025 results with net revenues of $1.88 billion, comparable brand revenue up 4.0%, and diluted EPS of $1.96, up from $1.87 a year earlier. The company raised its fiscal 2025 operating margin guidance to 17.8% to 18.1% and approved a new $1 billion stock repurchase authorization, which takes effect once the current program is used up.
Q3 net revenues of $1.88 billion; comparable brand revenue up 4.0%, versus a decline of 2.9% in the prior-year quarter
Q3 operating margin of 17.0% and diluted EPS of $1.96, compared with $1.87 a year earlier
Fiscal 2025 operating margin outlook raised to 17.8% to 18.1%; comparable brand revenue growth of 2% to 5% reiterated
As of November 2, 2025, $637 million remained under the September 2024 buyback; a new $1 billion authorization was approved in November 2025
Dycom Industries reported fiscal 2026 third-quarter results for the quarter ended October 25, 2025, with contract revenues up 14.1% to $1.452 billion and GAAP net income up to $106.4 million, or $3.63 per diluted share, from $69.8 million, or $2.37, a year earlier. The company raised the midpoint of its fiscal 2026 revenue outlook to a range of $5.350 billion to $5.425 billion and gave fourth-quarter guidance for contract revenues of $1.26 billion to $1.34 billion and diluted EPS of $1.30 to $1.65.
Q3 contract revenues were $1.452 billion, up 14.1%; organic revenue growth was 7.2%
GAAP diluted EPS was $3.63 versus $2.37 a year earlier; net income was $106.4 million versus $69.8 million
Fiscal 2026 contract revenue outlook is $5.350 billion to $5.425 billion, with the midpoint raised
Fourth-quarter fiscal 2026 guidance (quarter ending January 31, 2026): diluted EPS of $1.30 to $1.65
Powell Industries reported fourth-quarter fiscal 2025 revenue of $298 million, up 8%, and diluted earnings of $4.22 per share, up 12% from a year earlier. For the full fiscal year ended September 30, 2025, revenue rose 9% to $1.1 billion and diluted EPS rose 21% to $14.86. The company gave no numeric fiscal 2026 guidance, saying only that it expects another year of solid financial results.
Q4 fiscal 2025 net income was $51.4 million, or $4.22 per diluted share, versus $3.77 a year earlier.
Backlog was $1.4 billion as of September 30, 2025, up 3% from a year earlier but down 2% from June 30, 2025.
Q4 new orders were $271 million, up 1% from the prior year but down from $362 million in the third quarter of fiscal 2025.
Full-year net income was $180.7 million, or $14.86 per diluted share, up 21% from $149.8 million in fiscal 2024.
Medtronic reported second quarter fiscal 2026 results for the period ended October 24, 2025, with revenue of $8.961 billion and GAAP diluted EPS of $1.07, both up year over year. The company also raised its fiscal 2026 organic revenue growth and adjusted EPS guidance, which matters to shareholders because it signals higher expected earnings for the full year.
Revenue of $8.961 billion rose 6.6% as reported and 5.5% organic; Cardiac Ablation Solutions revenue increased 71%.
GAAP diluted EPS was $1.07, up 8%; non-GAAP diluted EPS was $1.36, also up 8%.
FY26 organic revenue growth guidance raised to approximately 5.5% from approximately 5.0%.
FY26 diluted non-GAAP EPS guidance set at $5.62 to $5.66, versus the prior $5.60 to $5.66, including a potential tariff impact of approximately $185 million.
NETSTREIT Corp. raised the low end of its full year 2025 AFFO per share guidance to a range of $1.30 to $1.31 per diluted share, according to a press release dated November 18, 2025. The company said it kept its 2025 net investment activity guidance of $350.0 million to $400.0 million and its cash G&A guidance of $15.0 million to $15.5 million, so the change applies to the bottom of the AFFO range only. For shareholders, the filing points to a higher expected floor for AFFO per share in 2025.
Full year 2025 AFFO per share guidance: low end raised to a range of $1.30 to $1.31 per diluted share
Net investment activity guidance maintained at $350.0 million to $400.0 million
Cash G&A guidance maintained at $15.0 million to $15.5 million, excluding transaction costs and severance payments
AFFO guidance continues to include $0.015 to $0.025 per share of estimated dilution from outstanding forward equity
Union Pacific shareholders approved the issuance of Union Pacific common stock under the Norfolk Southern merger agreement at a November 14, 2025 special meeting, with 465,888,036 votes for and 2,214,119 against. The mergers still depend on conditions including regulatory approvals, such as review by the Surface Transportation Board, so the transaction is not complete.
Share Issuance Proposal: 465,888,036 for, 2,214,119 against, 786,729 abstentions
Quorum of 468,888,884 shares, about 79% of the 593,127,035 shares outstanding on the October 6, 2025 record date
Adjournment Proposal passed with 443,263,243 for, but no adjournment was needed
Completion of the mergers remains subject to conditions, including certain regulatory approvals
Brady Corporation reported fiscal 2026 first-quarter results for the period ended October 31, 2025. Sales rose 7.5% to $405.3 million, and GAAP diluted EPS rose 16.5% to $1.13, while adjusted diluted EPS rose 8.0% to $1.21. The company also raised the low end of its full-year adjusted diluted EPS guidance, which matters to shareholders because it signals a higher expected earnings floor for fiscal 2026.
Q1 net sales were $405.3 million, up 7.5% from $377.1 million, including 2.8% organic growth
Diluted EPS was $1.13 versus $0.97 a year earlier; adjusted diluted EPS was $1.21 versus $1.12
Full-year fiscal 2026 adjusted diluted EPS guidance is now $4.90 to $5.15, up from $4.85 to $5.15 at the low end
GAAP diluted EPS guidance is $4.57 to $4.82, compared with $4.55 to $4.85 previously
Aramark reported fiscal 2025 results for the year ended October 3, 2025, with revenue up 6% to $18.5 billion and GAAP earnings per share up 23% to $1.22. Fourth-quarter GAAP EPS fell 28% to $0.33, which included a non-cash asset impairment, while adjusted EPS rose 6% to $0.57. The company also guided fiscal 2026 adjusted operating income to $1.10 billion to $1.15 billion and raised its quarterly dividend 14% to $0.12 per share.
Fiscal 2025 revenue was $18.5 billion, up 6%; organic revenue grew 7%.
Fiscal 2025 GAAP EPS rose 23% to $1.22; adjusted EPS rose 19% to $1.82.
Fourth-quarter GAAP EPS fell 28% to $0.33; adjusted EPS rose 6% to $0.57.
Fiscal 2026 outlook: revenue of $19.55 billion to $19.95 billion and adjusted EPS of $2.18 to $2.28.
EZCORP reported fourth-quarter and full-year fiscal 2025 results for the period ended September 30, 2025, with higher revenue, net income and diluted earnings per share compared with the prior year. The company also said it has a newly authorized share repurchase program, though the filing does not give its size. The results are the company's fiscal 2025 report, and management will discuss them on a conference call on November 14, 2025.
Fourth-quarter total revenues rose 14% to $336.8 million; diluted EPS rose 62% to $0.34 on a GAAP basis.
Full-year net income was $109.6 million, and diluted EPS rose 29% to $1.42.
Full-year adjusted EBITDA rose 26% to $191.2 million; pawn loans outstanding reached $307.5 million, up 12%.
Conference call is set for November 14, 2025, at 8:00 am Central Time.
Sally Beauty Holdings reported fourth-quarter fiscal 2025 net sales of $947.1 million, up 1.3%, and adjusted diluted EPS of $0.55, up 10%. For the full year, net sales fell 0.4% to $3.70 billion while adjusted diluted EPS rose 12% to $1.90, and the company gave fiscal 2026 guidance of $2.00 to $2.10 adjusted diluted EPS.
Q4 net sales of $947.1 million, up 1.3%; GAAP diluted EPS of $0.49, up 6.5%; adjusted diluted EPS of $0.55, up 10%
Full-year net sales of $3.70 billion, down 0.4%; GAAP diluted EPS of $1.89, up 32%; adjusted diluted EPS of $1.90, up 12%
Fiscal 2026 guidance: net sales of $3.71 billion to $3.77 billion and adjusted diluted EPS of $2.00 to $2.10
Long-term targets through fiscal 2028 include adjusted diluted EPS growth of 10% or more annually
Disney reported fourth-quarter and full-year fiscal 2025 results for the period ended September 27, 2025. Full-year revenue rose 3% to $94.4 billion and full-year adjusted EPS rose 19% to $5.93, while fourth-quarter revenue was flat and fourth-quarter adjusted EPS fell 3% to $1.11. For fiscal 2026, Disney guided to double-digit adjusted EPS growth and said it plans to double share repurchases to $7 billion.
Full-year diluted EPS was $6.85, up from $2.72; fourth-quarter diluted EPS was $0.73, up from $0.25
Fourth-quarter total segment operating income fell 5% to $3.5 billion from $3.7 billion
Fiscal 2026 guidance includes double-digit adjusted EPS growth and a share repurchase target of $7 billion, double the fiscal 2025 level
Board declared a cash dividend of $1.50 per share, payable in two installments of $0.75 on January 15, 2026 and July 22, 2026
Diodes reported third quarter 2025 revenue of $392.2 million, up 12% from a year earlier, with GAAP net income of $14.3 million, or $0.31 per diluted share, compared with $0.30 a year earlier. The company expects fourth quarter revenue of approximately $380.0 million, plus or minus 3%, which it says implies about 12% growth at the midpoint. Gross margin fell year over year, and non-GAAP adjusted EPS was $0.37 versus $0.43 a year earlier.
Q3 2025 revenue was $392.2 million, up 12% from $350.1 million a year earlier and up 7.1% from $366.2 million in Q2 2025.
GAAP net income was $14.3 million, or $0.31 per diluted share, versus $13.7 million, or $0.30, a year earlier; it was $46.1 million, or $0.99, in the prior quarter.
GAAP gross margin was 30.7%, down from 33.7% a year earlier.
Fourth quarter 2025 revenue guidance is approximately $380.0 million, plus or minus 3%, with GAAP gross margin expected at 31% plus or minus 1%.
Cisco reported fiscal first-quarter 2026 revenue of $14.9 billion, up 8% year over year, with GAAP EPS of $0.72 (up 6%) and non-GAAP EPS of $1.00 (up 10%). The company said both EPS figures were above the high end of its guidance ranges, and it guided fiscal second-quarter non-GAAP EPS to $1.01 to $1.03 and fiscal 2026 non-GAAP EPS to $4.08 to $4.14.
Q1 fiscal 2026 revenue was $14.9 billion, up 8%; GAAP net income was $2.9 billion and non-GAAP net income was $4.0 billion.
Q2 fiscal 2026 guidance: revenue of $15.0 billion to $15.2 billion and non-GAAP EPS of $1.01 to $1.03.
Fiscal 2026 guidance: revenue of $60.2 billion to $61.0 billion and non-GAAP EPS of $4.08 to $4.14; guidance includes the estimated impact of tariffs under current trade policy.
Cisco declared a quarterly dividend of $0.41 per share, payable January 21, 2026, to holders of record as of January 2, 2026.
Rocket Lab reported third-quarter 2025 revenue of $155 million, up 48% from a year earlier, and a net loss of $18.3 million, narrower than the $51.9 million loss in the same quarter of 2024. The company guided fourth-quarter revenue to $170 million to $180 million, and director Matt Ocko will leave the board effective November 30, 2025, in a resignation the company says was not due to any disagreement.
Q3 2025 total revenue was $155.1 million, up from $104.8 million in Q3 2024.
Q3 2025 net loss was $18.3 million, or $0.03 per share, versus a $51.9 million net loss in Q3 2024.
Fourth-quarter 2025 guidance: revenue of $170 million to $180 million and GAAP gross margin of 37% to 39%.
Director Matt Ocko notified the company on November 7, 2025, that he will resign from the board effective November 30, 2025.
StandardAero reported third-quarter 2025 revenue of $1,498.0 million, up 20.4% from a year earlier, and net income of $68.1 million, compared with $16.4 million in the prior-year quarter. The company raised its full-year 2025 guidance for revenue, Adjusted EBITDA and free cash flow, which signals higher expected earnings and cash generation for the year for shareholders. Adjusted EBITDA margin declined to 13.1% from 13.5%.
Q3 2025 revenue was $1,498.0 million, up $253.3 million, or 20.4%, from $1,244.6 million
Q3 2025 net income was $68.1 million, compared with $16.4 million a year earlier
Full-year 2025 revenue guidance raised to $5,970 million to $6,030 million from $5,875 million to $6,025 million
Free cash flow guidance raised to $170 million to $190 million from $155 million to $175 million
Life360 reported unaudited third-quarter 2025 revenue of $124.5 million, up 34% year over year, and net income of $9.8 million, up 27%. It raised full-year 2025 revenue guidance to $474 million to $485 million and Adjusted EBITDA guidance to $84 million to $88 million. It also agreed to acquire Nativo, Inc. in a transaction valued at approximately $120 million in cash and common stock, with completion expected in January 2026.
Q3 2025 Adjusted EBITDA was $24.5 million, up from $9.0 million in Q3 2024.
Q3 2025 net income was $9.8 million, compared with $7.7 million in Q3 2024.
FY2025 revenue guidance raised to $474 million to $485 million from $462 million to $482 million; Adjusted EBITDA guidance raised to $84 million to $88 million from $72 million to $82 million.
Hardware gross profit and margin were affected by tariff-related costs, and Q3 hardware revenue fell 4% year over year to $11.3 million.
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