619 material Form 8-K filings that 507 companies we cover made with the SEC in December 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).
CubeSmart furnished a December 2025 investor presentation that restates its 2025 year-to-date results and full-year outlook. Same-store revenue fell 0.6% and same-store net operating income fell 1.1% through September 30, 2025, and the full-year outlook projects same-store NOI declines of 0.75% to 1.75%. The filing includes no new earnings release, and the outlook was last updated on October 30, 2025.
Year-to-date through September 30, 2025: same-store revenue down 0.6%, same-store expenses up 0.7%, same-store NOI down 1.1%
Full-year 2025 outlook: same-store NOI growth of (1.75%) to (0.75%); FFO, as adjusted, of $2.56 to $2.60 per share, last updated October 30, 2025
Acquired the remaining 80% interest in the HVP IV joint venture for $452.8 million, including $44.4 million to repay debt
Issued $450.0 million of 5.125% senior unsecured notes due 2035 on August 20, 2025
American Eagle Outfitters reported third-quarter fiscal 2025 revenue of $1.36 billion, up 6%, with diluted earnings per share of $0.53 versus $0.41 a year earlier. The company raised its fourth-quarter operating income guidance to $155 million to $160 million from $125 million to $130 million, citing stronger sales trends, which points to improved near-term profit expectations for shareholders.
Total net revenue of $1.36 billion rose 6%; total comparable sales rose 4% and Aerie comparable sales rose 11%.
Operating income was $113 million versus $106 million a year earlier; diluted EPS was $0.53 versus $0.41.
Fourth-quarter operating income guidance raised to $155 million to $160 million, based on comparable sales up 8% to 9%.
Gross margin was 40.5%, down 40 basis points, including a $20 million net tariff impact.
Marvell reported record third-quarter fiscal 2026 net revenue of $2.075 billion, up 37% from a year earlier and $15.0 million above the midpoint of its guidance. GAAP diluted earnings were $2.20 per share, including a $1.8 billion pre-tax gain on the sale of its automotive ethernet business, while non-GAAP diluted earnings were $0.76 per share. For the fourth quarter, the company expects net revenue of $2.200 billion, plus or minus 5%, and non-GAAP diluted earnings of $0.79 per share, plus or minus $0.05.
Q3 net revenue was $2.075 billion, up 37% year-on-year, with data center revenue at $1.5 billion
GAAP net income was $1.901 billion, or $2.20 per diluted share, including a $1.830 billion gain on sale of business
Non-GAAP diluted EPS was $0.76, compared with $0.43 a year earlier
Q4 fiscal 2026 guidance: net revenue of $2.200 billion +/- 5% and non-GAAP diluted EPS of $0.79 +/- $0.05
CrowdStrike reported third-quarter fiscal 2026 revenue of $1.23 billion, up 22% from a year earlier, and raised its full-year fiscal 2026 guidance. The company still posted a larger GAAP net loss than a year earlier, while non-GAAP net income reached a record $245.4 million.
Total revenue was $1.23 billion for the quarter ended October 31, 2025, up from $1.01 billion a year earlier.
GAAP net loss attributable to CrowdStrike was $34.0 million, or $0.14 per diluted share, compared with a loss of $16.8 million, or $0.07, a year earlier.
Non-GAAP net income per diluted share was a record $0.96, compared with $0.76 a year earlier.
Fourth-quarter fiscal 2026 total revenue guidance is $1,290.0 million to $1,300.0 million; full-year fiscal 2026 total revenue guidance is $4,796.6 million to $4,806.6 million.
Pure Storage reported fiscal third-quarter 2026 revenue of $964.5 million, up 16% year over year, but GAAP net income fell to $54.8 million from $63.6 million. The company raised its full-year fiscal 2026 revenue and non-GAAP operating income guidance, so the top-line and outlook changes point up while GAAP profit declined.
Q3 revenue $964.5 million, up from $831.1 million a year earlier; subscription services revenue $429.7 million, up 14%.
GAAP net income $54.8 million, or $0.16 per diluted share, versus $63.6 million, or $0.19, a year earlier.
FY26 revenue guidance raised to $3.63 billion to $3.64 billion from $3.60 billion to $3.63 billion; non-GAAP operating income guidance raised to $629 million to $639 million from $605 million to $625 million.
Repurchased 0.6 million shares for about $53 million in the quarter; cash and marketable securities totaled $1.5 billion.
Box reported fiscal third-quarter 2026 results for the quarter ended October 31, 2025, with revenue up 9% and remaining performance obligations up 18%, while non-GAAP diluted EPS fell from $0.45 to $0.31 because of a non-cash deferred tax expense. The Board also expanded the stock repurchase program by $150 million, and the company gave fiscal 2026 revenue guidance of about $1.175 billion.
Revenue of $301.1 million, up 9% year over year; remaining performance obligations of $1.5 billion, up 18%.
Non-GAAP diluted EPS of $0.31, compared with $0.45, including a $0.16 negative impact from non-cash deferred tax expenses.
Board authorized an additional $150 million for the stock repurchase program; about $35 million of capacity remained as of October 31, 2025.
Full-year fiscal 2026 guidance: revenue of about $1.175 billion and non-GAAP EPS of about $1.28, including a $0.61 deferred tax impact.
Okta reported results for the fiscal third quarter ended October 31, 2025, with total revenue up 12% year-over-year to $742 million and GAAP net income of $43 million, compared with $16 million a year earlier. The company also issued fiscal 2026 full-year guidance calling for total revenue of $2.906 billion to $2.908 billion, which the filing describes as "now" expected, without stating prior figures for comparison.
Q3 total revenue $742 million, up 12% year-over-year; subscription revenue $724 million, up 11%
GAAP diluted net income per share $0.24, versus $0.00 a year earlier; non-GAAP diluted EPS $0.82, versus $0.67
Q4 fiscal 2026 revenue guidance of $748 million to $750 million; full-year non-GAAP diluted EPS guidance of $3.43 to $3.44
Free cash flow of $211 million in the quarter; cash and short-term investments of $2.463 billion at October 31, 2025
United Natural Foods (UNFI) reported first-quarter fiscal 2026 results for the 13 weeks ended November 1, 2025. Net sales fell 0.4% to $7.8 billion, while the net loss narrowed to $4 million from $21 million and adjusted EBITDA rose 24.6% to $167 million. The company affirmed its full-year fiscal 2026 outlook, which for shareholders means the earlier profit guidance remains in place.
Net sales decreased 0.4% to $7.8 billion, driven by lower conventional sales, partly offset by 10.5% growth in natural segment sales.
Net loss of $4 million, or $0.06 per diluted share, versus a net loss of $21 million, or $0.35 per share, a year earlier.
Adjusted EBITDA increased 24.6% to $167 million; adjusted EPS was $0.56 versus $0.16.
Net leverage ratio declined to 3.2x; fiscal 2026 outlook affirmed, including net sales of $31.6 billion to $32.0 billion and adjusted EPS of $1.50 to $2.30.
Signet Jewelers reported third-quarter fiscal 2026 sales of $1.4 billion, up 3.1%, with same store sales up 3.0% and diluted EPS of $0.49 versus $0.12 a year earlier. The company raised its fiscal 2026 adjusted diluted EPS guidance to $8.43 to $9.59 from $8.04 to $9.57, though it described a measured outlook for the fourth quarter.
Q3 sales of $1,391.8 million, up 3.1% from $1,349.4 million; same store sales up 3.0%
Diluted EPS of $0.49 versus $0.12, including $0.10 of restructuring charges; adjusted diluted EPS of $0.63 versus $0.24
Fiscal 2026 adjusted diluted EPS guidance raised to $8.43 to $9.59 from $8.04 to $9.57; total sales guidance raised to $6.70 to $6.83 billion
Quarterly dividend of $0.32 per share declared, payable February 20, 2026; $545 million of repurchase authorization remaining
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.