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).
Casey's reported second-quarter results for the period ended October 31, 2025, with diluted EPS of $5.53, up 14.0% from $4.85 a year earlier, and net income of $206.3 million. The company also raised its fiscal 2026 EBITDA outlook to a 15% to 17% increase, which matters to shareholders because it points to higher expected earnings for the full year.
Diluted EPS was $5.53 versus $4.85 a year earlier, up 14.0%; net income was $206.3 million.
EBITDA was $410.1 million, up 17.5%; inside same-store sales rose 3.3%.
Fiscal 2026 EBITDA is now expected to rise 15% to 17%, and inside same-store sales are expected to rise 3% to 4%.
The Board approved a quarterly dividend of $0.57 per share, payable February 13, 2026.
AeroVironment reported fiscal second quarter 2026 results for the period ended November 1, 2025, with revenue up 151% to $472.5 million, helped by the BlueHalo acquisition. The company swung to a GAAP net loss of $17.1 million, or $0.34 per diluted share, largely due to $48.2 million of intangible amortization and other purchase accounting expenses, and it issued fiscal 2026 full-year guidance that includes a net loss forecast of $38 million to $30 million.
Q2 revenue was $472.5 million, up from $188.5 million a year earlier; BlueHalo contributed $245.1 million.
Net loss was $17.1 million, or $0.34 per diluted share, versus net income of $7.5 million, or $0.27 per share, a year earlier.
Non-GAAP adjusted EBITDA was $45.0 million, up from $25.9 million, while non-GAAP EPS was $0.44 versus $0.47.
Fiscal 2026 guidance: revenue of $1.95 billion to $2.0 billion, adjusted EBITDA of $300 million to $320 million, and non-GAAP EPS of $3.40 to $3.55.
GameStop reported third quarter results for the period ended November 1, 2025, with net sales down from the prior-year quarter but operating and net income higher. Net income rose to $77.1 million from $17.4 million, while net sales fell to $821.0 million from $860.3 million. Cash, cash equivalents and marketable securities reached $8.8 billion, and the filing does not include updated guidance.
Net sales were $821.0 million, compared with $860.3 million a year earlier.
Operating income was $41.3 million, compared with an operating loss of $33.4 million a year earlier.
Net income was $77.1 million, compared with $17.4 million; adjusted net income was $139.3 million, compared with $26.2 million.
Cash, cash equivalents and marketable securities were $8.8 billion at quarter end, compared with $4.6 billion a year earlier.
G-III reported third-quarter fiscal 2026 results for the period ended October 31, 2025, with net sales down 9% to $988.6 million and GAAP diluted EPS of $1.84, versus $2.55 a year earlier. The company raised its fiscal 2026 GAAP diluted EPS guidance to $2.72 to $2.82 from $2.53 to $2.73 and declared its first quarterly dividend of $0.10 per share. Shareholders get a higher profit outlook and a new cash dividend, but sales and profit both declined from the prior-year quarter.
Q3 GAAP diluted EPS was $1.84 versus $2.55 a year earlier; non-GAAP diluted EPS was $1.90 versus $2.59
Fiscal 2026 GAAP diluted EPS guidance raised to $2.72 to $2.82 from $2.53 to $2.73; net sales guidance cut to about $2.98 billion from $3.02 billion
Gross tariff impact now estimated at about $135 million, with $65 million remaining unmitigated and reflected in guidance
Initial quarterly dividend of $0.10 per share; record date December 15, 2025; payment date December 29, 2025
Campbell's reported first-quarter fiscal 2026 results for the quarter ended November 2, 2025. Net sales fell 3% to $2.7 billion and EBIT fell 8% to $336 million, while GAAP EPS fell 10% to $0.65 and adjusted EPS fell 13% to $0.77. The company reaffirmed its full-year fiscal 2026 guidance and agreed to acquire a 49% interest in La Regina, the maker of Rao's pasta sauces, for $286 million.
Net sales were $2.7 billion, down 3%; organic net sales fell 1%, mainly from lower volume and mix.
Adjusted EPS was $0.77 versus $0.89 a year earlier; GAAP EPS was $0.65 versus $0.72.
Full-year fiscal 2026 guidance was reaffirmed, including adjusted EPS of $2.40 to $2.55.
The La Regina deal totals $286 million, is expected to close in the second half of fiscal 2026, and is expected to be neutral to fiscal 2026 adjusted EPS guidance.
AutoZone reported first-quarter fiscal 2026 results for the 12 weeks ended November 22, 2025, with net sales up 8.2% to $4.6 billion and total company same store sales up 4.7% in constant currency. Profit declined: operating profit fell 6.8% to $784.2 million and diluted EPS was $31.04 versus $32.52, as gross margin dropped 203 basis points largely due to a non-cash LIFO impact, and the filing gives no updated guidance.
Net sales were $4.6 billion, up 8.2% from the prior year; domestic same store sales rose 4.8% and total company same store sales rose 4.7% in constant currency.
Gross profit margin was 51.0%, down 203 basis points, driven by a 212 basis point non-cash LIFO impact; operating expenses were 34.0% of sales versus 33.3% last year.
Net income was $530.8 million versus $564.9 million, and the company repurchased $431.1 million of stock in the quarter, with $1.7 billion remaining under its authorization.
The company opened 53 net new stores globally in the quarter, bringing its total store count to 7,710.
Ferguson Enterprises reported results for the quarter ended October 31, 2025, with net sales of $8.2 billion, up 5.1%, and reported diluted earnings per share of $2.90, up 23.9%. It now expects calendar 2025 net sales growth of about 5%, compared with mid-single digit growth previously, and raised the low end of its adjusted operating margin range to 9.4%-9.6%. For shareholders, the filing shows higher sales and profit, along with a quarterly dividend of $0.89, up 7%.
Net sales of $8.2 billion, up 5.1%; reported diluted EPS of $2.90, up 23.9%; adjusted diluted EPS of $2.84, up 15.9%
Calendar 2025 guidance: net sales growth about 5% (prior: mid-single digit); adjusted operating margin 9.4%-9.6% (prior: 9.2%-9.6%)
US non-residential revenue rose 12% in the quarter, while US residential revenue fell 1%
Share repurchases of $208 million in the quarter; quarterly dividend of $0.89 payable February 27, 2026
Korn Ferry reported second quarter fiscal 2026 fee revenue of $721.7 million, up 7% from a year earlier, and diluted earnings per share of $1.36, up 19%. Net income attributable to Korn Ferry rose 19% to $72.4 million, and the company guided third quarter diluted EPS to $1.15 to $1.21, below the $1.36 reported in the quarter just ended.
Q2 fee revenue $721.7 million, up 7% year over year (6% at constant currency)
Net income attributable to Korn Ferry $72.4 million; diluted EPS $1.36 vs. $1.14; adjusted diluted EPS $1.33 vs. $1.21
Estimated remaining fees under existing contracts $1.842 billion at quarter end, up 20%
Q3 fiscal 2026 fee revenue expected between $680 million and $694 million; diluted EPS $1.15 to $1.21
Core & Main reported fiscal third-quarter net sales of $2,062 million, up 1.2%, and diluted earnings per share of $0.72, up 4.3%, while Adjusted EBITDA fell 1.1% to $274 million. The company reaffirmed its full-year fiscal 2025 outlook and its board raised the share repurchase authorization by $500 million to $1 billion, which could reduce the share count for existing shareholders.
Net sales rose 1.2% to $2,062 million; net income rose 2.1% to $143 million
Diluted EPS rose 4.3% to $0.72; Adjusted EBITDA fell 1.1% to $274 million
Full-year fiscal 2025 outlook reaffirmed, including net sales of $7,600 to $7,700 million
About $316 million of Class A shares repurchased as of December 8, 2025, leaving about $684 million available
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.