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).
Enerpac Tool Group reported first-quarter fiscal 2026 results for the three months ended November 30, 2025. Net sales fell 1% to $144.2 million and net earnings declined to $19.1 million, or $0.36 per diluted share, from $21.7 million, or $0.40, a year earlier. The company kept its fiscal 2026 outlook unchanged, which matters to shareholders because it signals no change to the full-year guidance despite the lower first-quarter profit.
Net sales were $144.2 million, down from $145.2 million a year earlier; organic sales declined 2%.
Net earnings were $19.1 million, or $0.36 per diluted share, versus $21.7 million, or $0.40, in the prior-year period.
Adjusted EBITDA was $32.4 million, with a 22.4% margin, compared with $34.3 million a year earlier.
The company maintained its fiscal 2026 outlook, including net sales of $635 million to $655 million and adjusted EPS of $1.85 to $2.00.
MillerKnoll reported fiscal second-quarter 2026 results for the quarter ended November 29, 2025, with net sales down 1.6% year over year to $955.2 million and diluted EPS of $0.35, versus $0.49 a year earlier. Orders rose 5.5% to $972.5 million, and the company guided third-quarter net sales to $923 million to $963 million and adjusted diluted EPS to $0.42 to $0.48.
Net sales of $955.2 million, down 1.6% as reported and down 2.5% organically
Diluted EPS of $0.35 versus $0.49 a year earlier; adjusted diluted EPS of $0.43 versus $0.55
Orders of $972.5 million, up 5.5% year over year
Q3 fiscal 2026 outlook: net sales of $923 million to $963 million and adjusted diluted EPS of $0.42 to $0.48
Micron reported first-quarter fiscal 2026 revenue of $13.64 billion and GAAP net income of $5.24 billion, or $4.60 per diluted share, both well above the prior quarter and the year-earlier period. The company guided second-quarter revenue to $18.70 billion, plus or minus $400 million, and non-GAAP diluted EPS to $8.42, plus or minus $0.20, which signals a sharp increase in expected earnings for shareholders.
Q1 fiscal 2026 revenue was $13.64 billion, versus $11.32 billion in the prior quarter and $8.71 billion a year earlier.
GAAP diluted EPS was $4.60 and non-GAAP diluted EPS was $4.78 for the quarter ended November 27, 2025.
Q2 fiscal 2026 outlook: revenue of $18.70 billion ± $400 million and non-GAAP diluted EPS of $8.42 ± $0.20.
Adjusted free cash flow was $3.9 billion, and the board declared a quarterly dividend of $0.115 per share payable January 14, 2026.
Progressive reported November 2025 results in a news release furnished under Regulation FD. Net income fell 5% year over year to $958 million, or $1.63 per share, while net premiums written rose 11% to $6,193 million and the combined ratio worsened to 87.1 from 85.6. Year-to-date net income through November was $10,161 million, up from $7,538 million a year earlier.
November net income was $958 million, down 5% from $1,006 million in November 2024.
November net premiums written rose 11% to $6,193 million; net premiums earned rose 14% to $6,894 million.
The November combined ratio was 87.1, compared with 85.6 a year earlier, a 1.5-point increase.
Year-to-date net income was $10,161 million, compared with $7,538 million for the same period in 2024.
Toro reported fiscal 2025 results for the year ended October 31, 2025. Net sales fell 2% to $4.51 billion and reported diluted EPS fell 21% to $3.17, while adjusted diluted EPS rose 1% to $4.20, which the company said beat its expectations. The company guided to fiscal 2026 adjusted diluted EPS of $4.35 to $4.50 and net sales growth of 2% to 5%.
Full-year net sales were $4.51 billion, down from $4.58 billion; reported net earnings were $316.1 million, down from $418.9 million, including an $81.1 million non-cash impairment charge.
Full-year adjusted diluted EPS was $4.20, up from $4.17; fourth-quarter reported diluted EPS was $0.74 versus $0.87 a year earlier.
Free cash flow was $578 million, and the company returned $441 million to shareholders through dividends and common stock repurchases.
Fiscal 2026 guidance includes adjusted diluted EPS of $4.35 to $4.50 and net sales growth of 2% to 5%, including about 2% from the Tornado acquisition.
Jabil reported preliminary, unaudited first-quarter fiscal 2026 results for the quarter ended November 30, 2025, with net revenue of $8.3 billion, up from $7.0 billion a year earlier, and U.S. GAAP diluted earnings per share of $1.35, up from $0.88. The company raised its fiscal 2026 outlook for revenue, core operating margin and core earnings per share, which shareholders may view as a positive signal on the year ahead.
Q1 net revenue $8.3 billion vs. $7.0 billion a year earlier; U.S. GAAP operating income $283 million vs. $197 million
Q1 core diluted EPS (non-GAAP) $2.85 vs. $2.00 a year earlier; U.S. GAAP diluted EPS $1.35 vs. $0.88
Fiscal 2026 outlook: net revenue $32.4 billion, core operating margin 5.7%, core diluted EPS $11.55, adjusted free cash flow $1.3 billion or more
Q2 fiscal 2026 outlook: net revenue $7.5 billion to $8.0 billion; core diluted EPS $2.27 to $2.67
ABM reported fourth-quarter fiscal 2025 revenue of $2.3 billion, up 5.4%, and net income of $34.8 million, compared with a net loss a year earlier. Adjusted diluted EPS was flat at $0.88, and the company gave fiscal 2026 adjusted EPS guidance of $3.85 to $4.15. ABM also agreed to acquire WGNSTAR for about $275 million in cash, subject to regulatory approvals.
Q4 revenue $2.3 billion, up 5.4%; net income $34.8 million ($0.56 per diluted share) vs. a net loss of $11.7 million a year earlier
Adjusted diluted EPS $0.88, unchanged from the prior year; Q4 adjusted EBITDA $124.2 million vs. $125.6 million, including a $22.2 million pre-tax prior-year self-insurance impact
Fiscal 2026 adjusted EPS guidance of $3.85 to $4.15, before any prior-year self-insurance adjustments
Share purchase agreement signed December 15, 2025, for WGNSTAR at about $275 million in cash; closing requires HSR waiting period expiration and Irish regulatory approvals
General Mills reported fiscal 2026 second-quarter results for the quarter ended November 23, 2025, with net sales of $4.9 billion, down 7%, and diluted EPS of $0.78, down 45%. The company cited investments in its brands, the North American yogurt divestitures and an unfavorable trade expense timing comparison, and it reaffirmed its full-year fiscal 2026 targets, which call for adjusted operating profit and adjusted diluted EPS both to be down 10 to 15% in constant currency. For shareholders, the quarter shows a sharp drop in sales and profit, but the full-year targets were held rather than cut.
Second-quarter net sales were $4.9 billion, down 7%; organic net sales were down 1%.
Diluted EPS was $0.78, down 45%; adjusted diluted EPS was $1.10, down 21% in constant currency.
Operating profit was $728 million, down 32%, with restructuring, transformation, impairment and other exit costs of $122 million versus $1 million a year ago.
Full-year fiscal 2026 targets were reaffirmed, including adjusted operating profit and adjusted diluted EPS both expected down 10 to 15% in constant currency.
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.