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).
On November 22, 2025, Qorvo's Compensation Committee approved a retention bonus agreement for Chief Financial Officer Grant A. Brown, worth $986,226 in cash. The payment is tied to the planned merger with Skyworks Solutions and is designed to keep Mr. Brown employed through the deal. The filing does not change Qorvo's financial results, but it confirms that a key executive has a financial incentive to stay through closing.
Retention bonus totals $986,226 for CFO Grant A. Brown.
60% is payable at closing of the Skyworks merger; 40% is payable six months after closing.
Payments require continued employment, but are accelerated if Mr. Brown is terminated without cause or resigns for good reason before a payment date.
Full agreement will be filed as an exhibit to the Form 10-Q for the quarter ending December 27, 2025.
Hoyne Bancorp, the proposed holding company for Hoyne Savings Bank, said all final regulatory approvals have been received for the conversion of Hoyne Savings, MHC from mutual holding company to stock form. The subscription offering and conversion are expected to close on December 3, 2025, with common stock expected to begin trading on the Nasdaq Capital Market under HYNE on December 4, 2025. The company expects 8,096,938 shares to be outstanding after the conversion, which would be the basis for shareholder ownership going forward.
Expected closing of the subscription offering and conversion: December 3, 2025
Expected Nasdaq Capital Market trading start under HYNE: December 4, 2025
Company expects to sell 7,935,000 shares at $10.00 per share, including 647,755 shares for the ESOP
Expected total of 8,096,938 shares outstanding, including 161,938 shares to Hoyne Charitable Foundation, Inc.
On November 26, 2025, ZoomInfo's board granted CEO and Chairman Henry Schuck a one-time performance-based stock option covering up to 9,678,000 shares at an exercise price of $13.54, which the company says is 140% of the stock's fair market value on the grant date. The option vests only if stock price and adjusted free cash flow per share goals are met, and the company says it will not grant Schuck other equity awards during the award's 10-year term.
Up to 9,678,000 shares at an exercise price of $13.54, described as 140% of fair market value on the November 26, 2025 Grant Date
Award is split into six equal tranches with stock price goals from $40.00 to $100.00 per share, each paired with an adjusted free cash flow per share goal from $2.50 to $5.00
Service-based vesting in one-third installments on the third, fourth and fifth anniversaries of the Grant Date, with the award's full terms in Exhibit 10.1
Omnicom completed its acquisition of The Interpublic Group (IPG) on November 26, 2025, issuing 0.344 Omnicom shares for each IPG share, with legacy Omnicom shareholders owning about 60.6% of the combined company. The company also amended its credit agreement the same day, raising the revolving facility from $2.5 billion to $3.5 billion and extending its termination date to November 26, 2030.
Each IPG common share converted into 0.344 Omnicom shares; legacy Omnicom holders own about 60.6% and legacy IPG holders about 39.4%, on a fully diluted basis
Revolving credit facility increased from $2.5 billion to $3.5 billion, with termination date extended from June 2, 2028 to November 26, 2030
Philippe Krakowsky, Patrick Q. Moore and E. Lee Wyatt Jr. joined the Omnicom board, which expanded from 11 to 14 directors; Krakowsky named Co-President and Co-COO
Combined company reports pro forma combined revenue in excess of $25 billion and will trade as OMC on the NYSE
The board approved recommending that shareholders vote at the forthcoming annual meeting to lower the threshold for removing a trustee for Cause from 75% to 66.67%, for both shareholders and trustees. The board also moved to delay the annual meeting, citing recent non-routine shareholder votes and a 2025 rights offering.
Proposed amendment lowers the removal-for-Cause threshold from 75% to 66.67% for shareholders and for remaining trustees, pending shareholder approval.
Board approved the change at a November 21, 2025 meeting; the amendment text is filed as Exhibit 99.1.
Annual meeting will be called later than 30 days from the anniversary of the 2025 meeting; no new meeting date is given in the filing.
Prior non-routine events cited include a rights offering completed May 14, 2025, a contested annual meeting on June 26, 2025, and a special meeting on September 26, 2025.
FTI Consulting agreed on November 21, 2025 to guarantee its UK subsidiary's obligations under three leases for a London office at One Exchange Square, 175 Bishopsgate. The leases cover about 80,664 rentable square feet, with an option to expand to about 102,828, and rent payments total about $115 million over the 15-year term, or $145 million if the larger space is taken. Occupancy is expected around September 25, 2027, and rent is abated for the first 16.5 months, so the filing commits the company to a large long-term obligation without reporting any earnings figures.
Agreement for Leases dated November 21, 2025 with landlord PNBJ I Limited; FTI Consulting guarantees subsidiary FTI Consulting Management Limited
Leases cover about 80,664 rentable square feet, expandable to about 102,828 square feet before January 31, 2026
Aggregate rent of about $115 million over 15 years, or $145 million if the expanded space is taken, excluding lease incentives
Tenant expects possession on or about September 25, 2027; rent abated for the first 16.5 months
Abercrombie & Fitch reported third-quarter fiscal 2025 results on November 25, 2025, with net sales up 7% to $1.3 billion, while diluted earnings per share fell to $2.36 from $2.50 and operating margin declined to 12.0% from 14.8%. The company narrowed its full-year net income per diluted share outlook to $10.20 to $10.50 from $10.00 to $10.50, raising the low end of the range, and repurchased $100 million of shares in the quarter.
Q3 net sales of $1.3 billion, up 7% from a year earlier; comparable sales rose 3%.
Operating income of $155 million vs. $179 million a year earlier; diluted EPS of $2.36 vs. $2.50.
Full-year fiscal 2025 diluted EPS outlook narrowed to $10.20 to $10.50 from $10.00 to $10.50; Q4 EPS outlook is $3.40 to $3.70.
$100 million of shares repurchased in Q3; $950 million remains on the March 2025 authorization.
N-able's subsidiary signed Amendment No. 2 to its credit agreement on November 26, 2025, increasing the term loan facility from $336 million to $400 million and extending its maturity to November 26, 2032. The revolving facility, now $60 million, was extended to November 26, 2030 and its interest rate was reduced, with no revolver borrowings outstanding. The company said the added debt proceeds are for general corporate purposes, including deferred payments for the Adlumin acquisition and share repurchases.
Term loans increased from $336 million to $400 million; $64 million was funded on November 26, 2025
Term loan maturity extended to November 26, 2032; revolving facility ($60 million) extended to November 26, 2030
Term loan rate was 6.59% after the amendment; quarterly repayments of 0.25% of principal begin March 31, 2026
Proceeds may fund deferred Adlumin acquisition payments, future acquisitions, share repurchases and fees
Commercial Metals Company (CMC) closed a private placement of $2 billion in senior unsecured notes on November 26, 2025, consisting of $1 billion of 5.75% notes due 2033 and $1 billion of 6.00% notes due 2035. The company plans to use the proceeds to fund the purchase price of its previously announced Foley Products acquisition, with the gross proceeds held in escrow until that deal closes. Shareholders should note that the company must redeem the notes if the Foley Acquisition is not completed by October 15, 2026, or if its purchase agreement is terminated earlier.
$1 billion of 5.75% senior notes due November 15, 2033, with interest payable semiannually starting May 15, 2026
$1 billion of 6.00% senior notes due December 15, 2035, with interest payable semiannually starting June 15, 2026
Gross proceeds are in escrow pending the Foley Acquisition; redemption at 100% of issue price plus accrued interest is required if it is not completed by October 15, 2026
The notes are senior unsecured obligations, and none of the company's subsidiaries guarantee them
CTS Corporation said Senior Vice President Martin Baumeister resigned effective December 5, 2025, to pursue another opportunity, and Senior Vice President Pratik Trivedi was appointed chief operating officer effective the same date. The filing says the resignation was not due to any disagreement with CTS and that no material new compensation or equity was granted to Trivedi for the role, so the change is a leadership transition with no stated financial terms.
Martin Baumeister resigned as Senior Vice President, effective close of business December 5, 2025; notice given November 21, 2025
Pratik Trivedi, 46, appointed chief operating officer effective December 5, 2025
Trivedi joined CTS in April 2024; previously VP, North America, mobility business at Eaton Corporation plc
CTS states no material contract, compensation change or equity grant was made in connection with the COO appointment
On November 25, 2025, Safehold GL Holdings LLC entered into a $400 million unsecured term loan with JPMorgan Chase Bank, N.A. as administrative agent, and Safehold Inc. guaranteed the borrower's obligations. The company used the proceeds to repay about $400 million of borrowings under its $2.0 billion revolving credit facility. The company said the loan increases its liquidity to $1.3 billion, and the agreement includes financial covenants that, if breached, would allow the lenders' agent to accelerate the debt.
Term loans of $400 million mature November 15, 2030, with two one-year extension options and an accordion feature for up to $600 million more, subject to lender commitments.
At the company's current A3 / A- / A- credit ratings, the press release cites a borrowing rate of SOFR plus 90 basis points; the contract range is SOFR plus 0.850% to 1.650%.
Covenants include a ratio of Consolidated EBITDA to annualized fixed charges of at least 1.15:1.00 and secured debt to total asset value of no more than 50%.
A SOFR swap with a 3.0% strike rate runs through April 2028 and will hedge the transaction, according to the press release.
Southwest Gas Holdings named Justin S. Forsberg as Senior Vice President and Chief Financial Officer, effective December 1, 2025, and signed a registration rights agreement with the Icahn Group, which holds shares under an October 2025 cooperation agreement. The filing also registers resale of Icahn-held common stock, and the company says it will not receive any proceeds from those sales.
Justin S. Forsberg, 50, becomes SVP and CFO effective December 1, 2025; he has been Vice President, Investor Relations and Treasurer since April 2024
Forsberg's annual salary rises to $500,000 effective December 1, 2025
Registration Rights Agreement dated November 26, 2025 gives the Icahn Group shelf, underwritten offering and piggy-back registration rights
A resale prospectus supplement registers shares held by selling stockholders; the company receives no proceeds
Hyatt Hotels issued $400 million of 5.400% senior notes due December 15, 2035, in a public offering on November 26, 2025, receiving net proceeds of about $396.2 million. The company plans to use the proceeds to redeem all $400 million of its 4.850% notes due 2026, which it has called for redemption on December 15, 2025, so the transaction refinances existing debt rather than adding a known new use of cash.
Notes: $400 million of 5.400% senior notes due December 15, 2035; interest paid semi-annually from June 15, 2026
Net proceeds of about $396.2 million after underwriters' discounts and estimated offering expenses
Proceeds intended to redeem all $400 million of 4.850% notes due 2026, with redemption set for December 15, 2025
Holders can require repurchase at 101% of principal plus accrued interest upon a Change of Control Triggering Event
DigitalOcean said Chief Product and Technology Officer Bratin Saha will leave the company effective November 26, 2025, to pursue other opportunities, with the departure not tied to any disagreement with the company. The company also reaffirmed its fourth-quarter and full-year 2025 financial guidance first given in its November 5, 2025 third-quarter results release.
Bratin Saha, Chief Product and Technology Officer, notified the company of his resignation on November 20, 2025
Departure effective November 26, 2025; company says it is not due to any disagreement on operations, policies, or practices
Company reaffirmed Q4 and full fiscal year 2025 guidance from its November 5, 2025 press release
Host Hotels & Resorts, L.P. completed an underwritten public offering of $400 million of 4.250% Series N senior notes due 2028 on November 26, 2025. The company plans to use the proceeds, with cash on hand, to redeem all $400 million of its 4.500% Series F senior notes due 2026 on November 28, 2025, which refinances existing debt rather than adding a stated amount of new borrowing beyond that exchange.
Offering size: $400 million aggregate principal amount of 4.250% Series N senior notes due 2028, completed November 26, 2025
Use of proceeds: redeem all $400 million of 4.500% Series F senior notes due 2026 on November 28, 2025
Interest is paid semi-annually; notes are redeemable before November 15, 2028 at the greater of par or a make-whole price using Treasury Rate plus 15 basis points
Indenture requires an EBITDA-to-interest coverage ratio of at least 1.5x to incur additional debt
Kite Realty Group Trust said Chief Accounting Officer Dave Buell left his Senior Vice President role effective November 21, 2025, as previously announced. Joseph Schmid, who joined the company in October 2025, is serving as interim principal accounting officer and interim Chief Accounting Officer. The change is administrative in scope and the filing discloses no change to financial results or guidance.
Dave Buell resigned as Senior Vice President and Chief Accounting Officer, effective November 21, 2025; he first notified the company on September 29, 2025.
Joseph Schmid, 37, is interim principal accounting officer and interim Chief Accounting Officer.
Schmid was an Audit & Assurance Senior Manager at Deloitte & Touche LLP from August 2020 until joining Kite Realty in October 2025, with over 13 years of accounting and finance experience.
Exelon said Executive Vice President David Glockner, who oversees compliance, audit and risk, will leave the company effective January 1, 2026, with severance under the Senior Management Severance Plan. Responsibilities will shift to two current executives: CFO Jeanne Jones takes audit and risk, and Chief Legal Officer Colette Honorable takes compliance.
David Glockner, EVP Compliance, Audit and Risk, departs effective January 1, 2026
Glockner to receive benefits under the Senior Management Severance Plan for a termination other than for cause
Jeanne Jones to become EVP, Chief Finance Officer, Audit and Risk, in an expanded role
Colette Honorable to become EVP, Chief Legal Officer, Compliance and Corporate Secretary, in an expanded role
ArcBest entered a Fifth Amended and Restated Credit Agreement on November 25, 2025, refinancing its revolving credit facility with U.S. Bank National Association as administrative agent. The facility's maturity is extended to November 25, 2030, and the letter of credit sublimit rises from $20 million to $50 million. The filing does not state any borrowings outstanding, so the impact on shareholders is mainly the terms under which the company can borrow.
Maximum credit amount of $250 million, with a five-year term ending November 25, 2030
Swing line sublimit of $40 million and letter of credit sublimit increased from $20 million to $50 million
Accordion feature allows requests for up to an additional $125 million, subject to conditions
Borrowing spreads range from 0.125% to 1.00% over the Alternate Base Rate or 1.125% to 2.00% over Adjusted Term SOFR, based on leverage
Deere reported fourth-quarter fiscal 2025 net income of $1.065 billion, or $3.93 per share, down from $1.245 billion, or $4.55 per share, a year earlier, while net sales and revenues rose 11% to $12.394 billion. For fiscal 2026, the company forecasts net income of $4.00 billion to $4.75 billion, compared with $5.027 billion for fiscal 2025, and says 2026 will mark the bottom of the large ag cycle.
Q4 net income $1.065 billion ($3.93 per diluted share) vs. $1.245 billion ($4.55) a year earlier
Q4 net sales and revenues $12.394 billion, up 11%; full-year revenue $45.684 billion, down 12%
Q4 included a $95 million pretax litigation accrual tied to a consolidated antitrust class action
Fiscal 2026 net income forecast of $4.00 billion to $4.75 billion; large ag U.S. & Canada industry outlook down 15 to 20%
On November 25, 2025, Ball Corporation entered into a Sixth Amendment to its credit agreement, refinancing its existing term loan A and revolving facilities with new facilities totaling $3.5 billion and extending their maturity from June 28, 2027 to November 25, 2030. Ball said it intends to use the net proceeds to refinance its existing senior secured credit facilities and for general corporate purposes. For shareholders, the filing shows longer debt maturities, with interest margins tied to Ball's net leverage ratio and a maximum net leverage covenant of 4.50 to 1.00.
New facilities: $1.5 billion term loan A, $1.25 billion U.S. dollar revolver and $750 million multi-currency revolver
Maturity extended from June 28, 2027 to November 25, 2030
Interest margins range from 1.00% to 1.50% based on net leverage; 1.25% applies before delivery of fiscal 2025 quarterly financial statements (base rate margins differ)
Maximum net leverage ratio of 4.50 to 1.00 for periods ending on or after December 31, 2025
On November 24, 2025, DaVita entered an Eighth Amendment to its 2019 Credit Agreement, providing new five-year secured facilities of up to $2 billion in term loan A and $1.5 billion in revolving credit to refinance its prior facilities maturing in April 2028. The filing states proceeds will repay the prior facilities, cover fees and expenses, and fund working capital and general corporate purposes, which may include stock repurchases, acquisitions and investments.
New A-2 term loan facility of up to $2 billion and new revolving facility of up to $1.5 billion, both five years
Refinances a prior term loan of approximately $1.950 billion and a prior $1.5 billion revolver, both maturing April 2028
Initial margin of 150 basis points over Term SOFR; margin and revolver commitment fee move to a leverage-based grid after financial statements for the quarter ending March 31, 2026
Term loan amortizes quarterly from March 31, 2026, at 2.5% per year for two years, then 5.0% per year
Baxter International entered into Amendment No. 1 on November 25, 2025, to its amended and restated five-year credit agreement dated June 11, 2025. The amendment raises the maximum net leverage ratio the company must meet for the four fiscal quarters ending December 31, 2025 through September 30, 2026. The filing does not state the new ratio levels, and the change sets a looser borrowing limit for that period.
Amendment No. 1 is dated November 25, 2025, and amends the credit agreement dated June 11, 2025.
The maximum net leverage ratio is increased for the quarters ending December 31, 2025, March 30, 2026, June 30, 2026, and September 30, 2026.
JPMorgan Chase Bank, N.A. is administrative agent; the full text is filed as Exhibit 10.1.
Acushnet's subsidiary completed a $500 million offering of 5.625% senior notes due December 1, 2033, and used proceeds to redeem its $350 million 7.375% notes due 2028 and repay part of its revolving credit facility. The company also entered a second amended and restated credit agreement with a $950.0 million revolving credit facility maturing November 24, 2030. The filing does not report financial results, but it changes the company's debt structure and borrowing terms.
$500 million of 5.625% senior notes due December 1, 2033, issued November 24, 2025
$350 million of 7.375% 2028 Notes redeemed at 103.688% of principal plus accrued interest
Revolving credit facility increased to $950.0 million and extended to November 24, 2030
Maximum Net Average Total Leverage Ratio remains 3.75:1.00, with interest coverage minimum of 3.00:1.00
Regal Rexnord entered into a Third Amended and Restated Credit Agreement on November 21, 2025, replacing its 2022 credit agreement with an unsecured $850 million delayed draw term loan maturing in 2029 and an unsecured $1.5 billion revolving credit line maturing in 2030. The term loan will refinance the company's 6.050% Senior Notes due 2026, and the facilities will also cover general corporate purposes, so the deal changes the company's debt terms and maturities.
Delayed draw term loan of up to $850 million matures February 21, 2029; the proceeds will refinance the 6.050% Senior Notes due 2026.
Revolving credit line of up to $1.5 billion in dollars or other currencies matures November 21, 2030.
Maximum Funded Debt to EBITDA ratio of 4.00 to 1.00 for the first two fiscal quarters after closing, then 3.75 to 1.00; minimum Interest Coverage Ratio of 3.00 to 1.00.
Facilities replace the Second Amended and Restated Credit Agreement dated March 28, 2022, with JPMorgan Chase Bank, N.A. as administrative agent.
HP reported fiscal 2025 results on November 25, 2025, with net revenue of $55.3 billion, up 3.2%, while GAAP diluted EPS fell 5.7% to $2.65 and non-GAAP diluted EPS fell 9.0% to $3.12. The same day, the Board approved an AI-focused plan with approximately $650 million in restructuring and other charges and estimated gross run rate savings of approximately $1 billion by the end of fiscal 2028. The company also raised its quarterly dividend to $0.30 per share, and its fiscal 2026 non-GAAP diluted EPS outlook is $2.90 to $3.20.
FY25 net revenue was $55.3 billion, up 3.2%; GAAP diluted EPS was $2.65, down from $2.81 a year earlier.
The plan includes approximately $650 million in restructuring and other charges, of which approximately $550 million is cash, with approximately $250 million in fiscal 2026.
Workforce reductions of approximately 4,000 to 6,000 employees are expected by the end of fiscal 2028, with about $400 million of the charges in labor costs.
Quarterly dividend increases to $0.30 per share, payable January 2, 2026 to holders of record as of December 11, 2025.
On November 19, 2025, EastGroup Properties and its operating partnership signed a $250 million unsecured term loan with PNC Bank as agent, and the company used interest rate swaps to fix the weighted average rate at 4.15% per year. The same day, they amended the $625 million revolving credit facility and six other unsecured credit facilities and term loans to remove a 0.10% upward interest rate adjustment for SOFR loans.
Term loan totals $250 million: Tranche A is $100 million maturing April 30, 2030, and Tranche B is $150 million maturing March 14, 2031.
Weighted average effectively fixed rate under the loan is 4.15% per year, after interest rate swaps.
Margin over Daily Simple SOFR is 0.85% as of November 19, 2025, based on current credit ratings and leverage ratio.
Amendments remove the 0.10% upward SOFR adjustment on the $625 million revolver and other facilities totaling $475 million, with no other material changes reported.
Fidji Simo, who had remained Chair after resigning as CEO and President, informed Instacart on November 21, 2025 that she will resign as Chair and as a director once the Board appoints a new Chair. The Board named Chris Rogers Chair on November 24, 2025, and reduced the Board from ten directors to nine. The filing says her resignation is not due to any disagreement with the Company.
Fidji Simo notified the Company of her resignation as Chair and director on November 21, 2025, effective upon appointment of a new Chair.
Chris Rogers was appointed Chair by the Board on November 24, 2025, succeeding Ms. Simo.
Board size reduced from ten directors to nine in connection with the resignation.
The filing states the resignation is not due to any disagreement with the Company or its operations, policies, or practices.
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
National Presto Industries' board elected David Peuse as chief financial officer on November 20, 2025, at an interim meeting. Peuse, who has been Treasurer since 2019, is an internal promotion and has been with the company since 1996. The filing gives no financial results or guidance, but a change in the CFO role is a significant governance event for shareholders.
Board elected David Peuse CFO on November 20, 2025, at an interim meeting
Peuse, 56, has been Treasurer since 2019 and joined the company in 1996 as Internal Auditor
He served as Controller from 2008 to 2019 and holds an active CPA license
Appointment announced in a press release dated November 21, 2025 (Exhibit 99.1)
Talen Energy completed its acquisitions of the Freedom plant in Pennsylvania and the Guernsey plant in Ohio on November 25, 2025, paying approximately $1.5 billion and $2.3 billion. The deals were funded with $2.65 billion in net note proceeds and a $1.2 billion term loan, and the company also expanded its revolving and letter of credit facilities, which adds debt for shareholders to weigh. The filing does not include revenue, profit or guidance figures for the acquired plants.
Closed November 25, 2025; acquired all membership interests in Moxie Freedom LLC and Guernsey Power Holdings LLC
Paid approximately $1.5 billion for Freedom and approximately $2.3 billion for Guernsey, subject to post-closing adjustments
Funded by $2.65 billion total net proceeds from 2034 and 2036 senior notes and a $1.2 billion term loan B due November 25, 2032
Revolving credit facility increased from $700 million to $900 million; stand-alone letter of credit facility upsized to $1.1 billion and extended to December 2027
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
Keurig Dr Pepper appointed Anthony DiSilvestro as Chief Financial Officer effective November 25, 2025, replacing Sudhanshu Priyadarshi, who has left those roles and will serve as a senior advisor through April 7, 2026. A change in the top finance role is a significant leadership event, and the filing discloses DiSilvestro's pay package, including a $1,000,000 base salary and an $8,000,000 grant-date value for his restricted stock units.
Anthony DiSilvestro, 67, was CFO of Mattel, Inc. from June 2020 until May 2025 and CFO of Campbell Soup Company from May 2014 to September 2019
DiSilvestro receives a $1,000,000 annual base salary and a target bonus of 100% of base salary
One-time restricted stock unit grant with a grant date value of $8,000,000, vesting 67% on the second anniversary and 33% on the third anniversary of the grant date
Priyadarshi will receive up to $500,000 in advisory services fees, severance under the executive severance plan, and pro-rata vesting of equity awards
MACOM Technology Solutions promoted Robert Dennehy, who had been Senior Vice President, Operations, to the newly created role of Senior Vice President and Chief Operating Officer, effective November 25, 2025. The filing says the new position was created because of the company's growth, and Dennehy will continue to oversee global operations, manufacturing, and supply chain. The filing discloses his pay package but no financial results.
Robert Dennehy, age 52, appointed Senior Vice President and Chief Operating Officer effective November 25, 2025
Annual base salary of $525,000 with a target bonus of 90% of base salary and maximum of up to 200% of target
Promotion grants include restricted stock units valued at approximately $200,000, PRSUs with a target value of approximately $300,000, and rTSR restricted stock units with a target value of approximately $400,000
Dennehy has served as Senior Vice President, Operations, since October 2013; the full agreement will be filed with the Form 10-Q for the quarter ended January 2, 2026
Shake Shack said Chief Financial Officer Katherine Fogertey will step down effective March 4, 2026, and move into a Senior Advisor role immediately. The company is searching for a new CFO and has set up an Office of the CFO in the interim, while reiterating its fourth-quarter and fiscal 2025 guidance and its three-year targets.
Fogertey transitions to Senior Advisor now and leaves the CFO role effective March 4, 2026; the company says the change is not the result of any dispute over accounting or financial matters.
Under a Transition and Advisory Agreement dated November 20, 2025, she keeps her $618,000 base salary through the resignation date and receives 100% of her fiscal 2025 bonus; RSUs due July 15, 2026 and March 1, 2027 will vest on the resigna
She will not receive a fiscal 2026 bonus or fiscal 2026 RSU or PSU awards.
Fiscal 2025 guidance was reiterated, including total revenue of approximately $1.45 billion and Adjusted EBITDA of $210 million to $215 million; fourth-quarter revenue is expected at $406 million to $412 million.
J.M. Smucker reported fiscal 2026 second-quarter net sales of $2.3 billion, up 3%, driven by higher net pricing, while adjusted earnings per share fell 24% to $2.10. The company narrowed its full-year adjusted EPS guidance to $8.75 to $9.25 from $8.50 to $9.50, which keeps the midpoint at $9.00 unchanged.
Net sales were $2,330.1 million, up 3% from $2,271.2 million; excluding divestitures and currency, sales rose 5%.
Adjusted EPS was $2.10 versus $2.76 a year earlier; GAAP diluted EPS was $2.26 versus a loss of $0.23.
Fiscal 2026 adjusted EPS guidance is $8.75 to $9.25, down from the prior $8.50 to $9.50 range at the top end and up at the bottom; net sales growth guidance is 3.5% to 4.5%.
Free cash flow was $280.2 million versus $317.2 million a year earlier; full-year free cash flow guidance is unchanged at $975.0 million.
DICK'S Sporting Goods reported third-quarter results that showed higher sales but a sharp drop in GAAP earnings per share, which fell to $0.86 from $2.75 a year earlier, largely reflecting the September 8, 2025 Foot Locker acquisition. The company raised its full-year 2025 comparable sales and EPS outlook for the DICK'S Business, while expecting future pre-tax charges of $500 million to $750 million tied to reviewing unproductive Foot Locker assets and merger costs.
Q3 GAAP EPS was $0.86 versus $2.75 a year earlier; non-GAAP EPS for the DICK'S Business was $2.78 versus $2.75
Full-year 2025 DICK'S Business EPS guidance raised to $14.25 to $14.55 from $13.90 to $14.50; comparable sales guidance raised to 3.5% to 4.0% from 2.0% to 3.5%
Foot Locker acquired September 8, 2025 for $2.5 billion; Q4 Foot Locker gross margin expected to be down 1,000 to 1,500 basis points
Quarterly dividend of $1.2125 per share declared, payable December 26, 2025 to holders of record on December 12, 2025
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
Best Buy reported third-quarter fiscal 2026 results with enterprise revenue of $9.67 billion and comparable sales up 2.7%, after a 2.9% decline a year earlier. GAAP diluted EPS fell to $0.66 from $1.26 because of a $171 million goodwill and intangible impairment tied to Best Buy Health, while adjusted diluted EPS rose to $1.40 from $1.26. The company raised its FY26 adjusted diluted EPS guidance to $6.25 to $6.35 from $6.15 to $6.30.
Enterprise revenue of $9,672 million in Q3 FY26 vs. $9,445 million a year earlier; comparable sales up 2.7%
GAAP diluted EPS of $0.66 vs. $1.26 last year, reflecting $192 million of Best Buy Health impairments in the quarter
Adjusted diluted EPS of $1.40 vs. $1.26 last year
FY26 guidance raised: adjusted diluted EPS to $6.25 to $6.35 (from $6.15 to $6.30) and revenue to $41.65 billion to $41.95 billion (from $41.1 billion to $41.9 billion)
Kohl's reported third-quarter fiscal 2025 results, with net sales down 2.8% to $3.4 billion and diluted EPS of $0.07 versus $0.20 a year earlier. The company raised its full-year 2025 outlook, though it still expects net sales to fall 3.5% to 4%, and named Michael Bender permanent CEO. Shareholders face a mixed picture: weaker sales and profit in the quarter alongside a higher full-year outlook.
Q3 net sales fell 2.8% to $3.4 billion; comparable sales fell 1.7%
Q3 diluted EPS was $0.07 versus $0.20 a year earlier; adjusted diluted EPS was $0.10 versus $0.20
Full-year 2025 adjusted diluted EPS guidance is $1.25 to $1.45; net sales guidance is a decrease of 3.5% to 4%
Nine-month net income of $147 million included a $129 million gain on a credit card interchange fee lawsuit settlement
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%.
On November 24, 2025, Fulton Financial entered a merger agreement under which Blue Foundry Bancorp will merge into Fulton, with Fulton surviving. Blue Foundry shareholders would receive 0.650 of a Fulton share for each Blue Foundry share, plus cash for fractional shares, and the deal requires Blue Foundry stockholder approval and several bank regulatory approvals. The filing does not state the total deal value or an expected closing date.
Exchange ratio: 0.650 of a Fulton common share for each Blue Foundry common share, plus cash in lieu of fractional shares
Blue Foundry will pay Fulton a termination fee of $9,694,662 if the agreement is terminated under certain circumstances
Closing conditions include Blue Foundry stockholder approval and approvals from the Federal Reserve, the OCC and the New Jersey Department of Banking and Insurance
Blue Foundry Bank would merge into Fulton Bank, N.A. in a separate bank merger
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
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