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).
Donaldson reported first quarter fiscal 2026 results for the quarter ended October 31, 2025, with sales up 3.9% to $935.4 million and GAAP net earnings of $113.9 million, up 15.1% from a year earlier. The company raised its fiscal 2026 adjusted EPS and adjusted operating margin guidance, which points to improved earnings expectations for shareholders.
Net sales were $935.4 million, up 3.9%, with Mobile Solutions up 4.5% and On-Road down 27.1%.
GAAP diluted EPS was $0.97 versus $0.81; adjusted diluted EPS was $0.94, up 13.3%.
Fiscal 2026 adjusted EPS guidance was raised to $3.95 to $4.11 from $3.92 to $4.08.
Operating margin was 16.0% versus 14.5%; adjusted operating margin was 15.5%, and fiscal 2026 adjusted operating margin guidance rose to 16.2% to 16.8%.
Hormel Foods reported fourth-quarter fiscal 2025 net sales of $3.2 billion, up 1.5%, but a $234 million non-cash impairment charge pushed operating income down to $2 million and produced a diluted loss of $0.10 per share. The company also guided fiscal 2026 adjusted diluted earnings per share to $1.43 to $1.51, up 4% to 10%, which signals an expected profit recovery for shareholders.
Q4 net sales were $3.2 billion, up 1.5%; operating income was $2 million versus $294 million a year earlier.
Q4 diluted loss per share was $0.10, compared with diluted earnings of $0.40 a year earlier; adjusted diluted EPS was $0.32 versus $0.42.
Fiscal 2026 outlook calls for net sales of $12.2 billion to $12.5 billion and adjusted diluted EPS of $1.43 to $1.51.
Quarterly dividend was increased 1% to an annualized rate of $1.17 per share, which the company described as its 60th consecutive year of dividend increases.
Five Below reported third-quarter fiscal 2025 net sales of $1,038.3 million, up 23.1% from a year earlier, with comparable sales up 14.3% and GAAP diluted earnings of $0.66 per share versus $0.03. The company raised its full-year fiscal 2025 sales and earnings outlook, which matters to shareholders because it points to higher expected profit for the year.
Q3 net sales rose 23.1% to $1,038.3 million; comparable sales rose 14.3%.
Q3 GAAP diluted income per share was $0.66 versus $0.03; adjusted diluted income per share was $0.68 versus $0.42.
Full-year fiscal 2025 net sales are now expected at $4.62 billion to $4.65 billion, with diluted income per share of $5.51 to $5.69.
The company ended the quarter with 1,907 stores after opening 49 net new stores.
PVH reported third quarter 2025 revenue of $2.294 billion, up 2% from a year earlier, and non-GAAP EPS of $2.83, above its $2.35 to $2.50 guidance but below $3.03 in the prior-year quarter. GAAP EPS was $0.09, reflecting $22 million of pre-tax restructuring costs, and gross margin fell to 56.3% from 58.4% due largely to tariffs. The company narrowed its full-year non-GAAP EPS outlook to $10.85 to $11.00 from $10.75 to $11.00, which raises the low end of the range.
Q3 revenue rose 2% to $2.294 billion from $2.255 billion; constant-currency revenue fell less than 1%
Q3 non-GAAP EPS of $2.83 beat $2.35 to $2.50 guidance but declined from $3.03; GAAP EPS was $0.09 versus $2.34
Non-GAAP EBIT was $202 million versus $236 million; gross margin was 56.3% versus 58.4%
Full-year 2025 non-GAAP EPS outlook narrowed to $10.85 to $11.00; Q4 EPS projected at $3.20 to $3.35
UiPath reported third quarter fiscal 2026 revenue of $411 million, up 16% from a year earlier, and GAAP operating income of $13 million, compared with a loss of $43 million in the prior-year quarter. The company guided fourth quarter revenue to $462 million to $467 million and non-GAAP operating income to approximately $140 million, and net income was boosted by a $174.2 million income tax benefit.
Revenue of $411 million, up 16% year-over-year; ARR of $1.782 billion as of October 31, 2025, up 11%.
GAAP operating income of $13 million versus a $43.4 million loss a year earlier; net income of $198.8 million, or $0.37 per diluted share, including a $174.2 million income tax benefit.
Fourth quarter fiscal 2026 outlook: revenue of $462 million to $467 million and non-GAAP operating income of approximately $140 million.
Guidewire reported unaudited results for the fiscal first quarter ended October 31, 2025, with total revenue of $332.6 million, up 27% from a year earlier, and GAAP net income of $31.3 million, or $0.36 per diluted share, compared with $9.1 million, or $0.11, a year earlier. The company updated its fiscal 2026 outlook, with total revenue now expected between $1,403 million and $1,419 million, and reported operating cash flow of negative $67.4 million for the quarter.
Total revenue was $332.6 million, up 27%; subscription and support revenue was $222.2 million, up 31%.
GAAP net income was $31.3 million ($0.36 per diluted share), versus $9.1 million ($0.11) a year earlier.
Fiscal 2026 outlook: total revenue of $1,403 million to $1,419 million and ending ARR of $1,220 million to $1,230 million.
Operating cash flow was negative $67.4 million for the quarter, compared with negative $62.3 million a year earlier.
Salesforce reported results for the fiscal third quarter ended October 31, 2025, with revenue of $10.3 billion, up 9% from a year earlier, and GAAP diluted net income per share of $2.19 versus $1.58. The company raised its full-year fiscal 2026 revenue guidance to $41.45 billion to $41.55 billion, and the results include the completed Informatica acquisition.
Q3 revenue of $10.3 billion, up 9% year-over-year and 8% in constant currency
GAAP diluted net income per share of $2.19 versus $1.58 a year earlier; Q3 net income of $2.1 billion
Full-year FY26 revenue guidance raised to $41.45 billion to $41.55 billion; GAAP diluted EPS guidance of $7.22 to $7.24
Remaining performance obligation of $59.5 billion, up 12% year-over-year
HealthEquity reported results for its fiscal third quarter ended October 31, 2025, with revenue up 7% year over year and GAAP net income of $51.7 million, compared with $5.7 million a year earlier. The company also gave fiscal 2026 outlook, expecting revenue of $1.302 billion to $1.312 billion and GAAP net income of $2.24 to $2.33 per diluted share.
Q3 revenue was $322.2 million, up from $300.4 million a year earlier.
GAAP net income per diluted share was $0.59, versus $0.06 a year earlier; non-GAAP net income per diluted share rose 29% to $1.01.
Adjusted EBITDA was $141.8 million, up 20% year over year.
For the fiscal year ending January 31, 2026, the company expects non-GAAP net income per diluted share of $3.87 to $3.95.
Sprinklr reported third-quarter fiscal 2026 results for the quarter ended October 31, 2025. Total revenue rose 9% to $219.1 million, but GAAP net income fell to $2.9 million from $10.5 million a year earlier, while non-GAAP net income per diluted share rose to $0.12 from $0.10. The company also gave fourth-quarter and full-year fiscal 2026 revenue ranges, but this filing does not state whether those ranges changed from earlier outlooks.
Total revenue of $219.1 million, up 9% from $200.7 million; subscription revenue of $190.3 million, up 5%.
GAAP net income of $2.9 million, or $0.01 per diluted share, versus $10.5 million, or $0.04, a year earlier; non-GAAP operating income of $33.5 million versus $23.0 million.
Fourth-quarter total revenue guidance of $216.5 million to $217.5 million; full-year fiscal 2026 total revenue guidance of $853 million to $854 million.
Remaining performance obligations (RPO) down 5% year-over-year; current RPO (cRPO) up 3%; cash and marketable securities of $480.3 million as of October 31, 2025.
Macy's reported third-quarter 2025 results for the 13 weeks ended November 1, 2025, with net sales of $4.7 billion, down 0.6% from a year earlier, and comparable sales up 2.5% on an owned basis. GAAP diluted EPS fell to $0.04 from $0.10, while adjusted diluted EPS rose to $0.09 from $0.04. The company raised its full-year net sales and adjusted diluted EPS guidance, but reported profit and sales moved in different directions.
Net sales of $4.7 billion, down 0.6% year over year; comparable sales up 2.5% on an owned basis and 3.2% on an owned-plus-licensed-plus-marketplace basis
GAAP diluted EPS of $0.04 vs. $0.10 a year earlier; adjusted diluted EPS of $0.09 vs. $0.04
2025 adjusted diluted EPS guidance raised to $2.00 to $2.20 from $1.70 to $2.05; net sales guidance raised to $21.475 billion to $21.625 billion from $21.15 billion to $21.45 billion
Quarterly dividend of 18.24 cents per share, payable January 2, 2026, to holders of record on December 15, 2025
THOR Industries reported first-quarter fiscal 2026 results for the period ended October 31, 2025, with net sales up 11.5% to $2.39 billion and net income attributable to THOR of $21.7 million, compared with a $1.8 million loss a year earlier. The company also issued fiscal 2026 guidance calling for net sales of $9.0 billion to $9.5 billion and diluted earnings per share of $3.75 to $4.25.
Net sales rose 11.5% to $2.39 billion; diluted EPS was $0.41 versus a $(0.03) loss a year earlier
North American Motorized unit shipments rose 32.3%, while North American Towable unit shipments fell 14.0%
Fiscal 2026 guidance: net sales of $9.0 billion to $9.5 billion and diluted EPS of $3.75 to $4.25
Operating cash flow was negative $44.9 million, compared with positive $30.7 million a year earlier
Dollar Tree reported fiscal 2025 third-quarter results on December 3, 2025, with net sales up 9.4% to $4.7 billion and adjusted diluted EPS from continuing operations up 12.0% to $1.21. The company raised its full-year fiscal 2025 adjusted EPS outlook to $5.60 to $5.80 and revised its net sales outlook to $19.35 billion to $19.45 billion. For shareholders, the filing shows higher quarterly earnings and a higher profit outlook, with the company citing $1.3 billion of share repurchases for the 39 weeks.
Q3 diluted EPS from continuing operations was $1.20, up from $1.08 a year earlier; adjusted diluted EPS was $1.21.
Same-store net sales rose 4.2%; operating income increased 3.8% to $343.3 million, and operating margin fell 40 basis points to 7.2%.
Full-year fiscal 2025 adjusted EPS outlook raised to $5.60 to $5.80; fourth-quarter adjusted EPS expected at $2.40 to $2.60.
Repurchased 15.0 million shares for $1.3 billion in the 39 weeks ended November 1, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.