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).
Worthington Steel reported fiscal 2026 second-quarter results for the three months ended November 30, 2025, with net sales up 18% and net earnings attributable to the controlling interest up to $18.8 million from $12.8 million. The board also declared a quarterly dividend of $0.16 per share, which shareholders of record on March 13, 2026 will receive on March 27, 2026.
Net sales of $871.9 million, up from $739.0 million a year earlier, driven mainly by higher direct volumes
Diluted EPS attributable to controlling interest of $0.37 vs. $0.25; adjusted diluted EPS of $0.38 vs. $0.19
Operating income of $21.7 million vs. $18.9 million; toll volumes fell 24% year over year
Quarterly dividend of $0.16 per share, payable March 27, 2026, to holders of record on March 13, 2026
Worthington Enterprises reported unaudited second-quarter fiscal 2026 results for the quarter ended November 30, 2025, with net sales up 19.5% to $327 million and adjusted earnings per share up to $0.65 from $0.60. GAAP earnings per share were $0.55 versus $0.56 a year earlier, and gross margin fell to 25.8% from 27.0%. The company also said it plans to acquire LSI for about $205 million, with closing expected in January 2026.
Net sales were $327 million, up from $274 million; the Elgen acquisition contributed $25 million.
GAAP EPS was $0.55 versus $0.56 a year earlier; adjusted EPS was $0.65 versus $0.60.
Adjusted EBITDA was $60 million versus $56 million; gross margin was 25.8% versus 27.0%.
The planned LSI acquisition has a purchase price of about $205 million and is expected to close in January 2026.
Carnival reported record full-year 2025 revenue of $26.6 billion and adjusted net income of $3.1 billion, up over 60 percent, with fourth-quarter revenue of $6.3 billion and net income of $422 million. The board reinstated a quarterly dividend of $0.15 per share and guided to full-year 2026 adjusted net income of $3.5 billion. The company also proposed unifying its dual-listed structure into a single Carnival Corporation listing on the New York Stock Exchange, subject to shareholder and court approvals.
Full-year 2025 net income was $2.8 billion and adjusted net income was $3.1 billion, up over 60 percent.
Fourth-quarter 2025 revenue was $6.3 billion, up nearly $400 million, and diluted EPS was $0.31 on net income of $422 million.
Initial dividend of $0.15 per share has a record date of February 13, 2026 and a payment date of February 27, 2026.
2026 outlook calls for adjusted net income up approximately 12 percent, or $3.5 billion, with shareholder meetings planned for April 2026.
Paychex reported fiscal second-quarter results for the three months ended November 30, 2025, with total revenue up 18% to $1.6 billion, and acquired Paycor contributing approximately 17% to Management Solutions revenue growth. GAAP diluted earnings per share fell 4% to $1.10 after $77.0 million of Paycor acquisition-related costs, while adjusted diluted EPS rose 11% to $1.26. The company updated its fiscal 2026 outlook so that adjusted diluted EPS is now expected to grow 10% to 11%, but the GAAP earnings decline and higher acquisition costs are the main offsets for shareholders.
Total revenue was $1.6 billion ($1,557.6 million) for the quarter, up 18% from $1,316.9 million a year earlier.
Diluted EPS was $1.10, down 4%; adjusted diluted EPS was $1.26, up 11%, excluding $77.0 million of acquisition-related costs.
Operating margin was 36.7% versus 40.9% a year earlier; adjusted operating margin was 41.7%.
Fiscal 2026 adjusted diluted EPS growth is now anticipated at 10% to 11%; other guidance is unchanged.
Lamb Weston reported fiscal second-quarter 2026 net sales of $1.6 billion, up 1% from a year earlier, and net income of $62.1 million, compared with a net loss of $36.1 million a year ago. Adjusted diluted EPS fell 5% to $0.69 because adjusted gross profit declined on unfavorable price/mix, and the company reaffirmed its fiscal 2026 guidance and raised its quarterly dividend 3% to $0.38 per share.
Net sales were $1,618.1 million, up 1%; at constant currency they were essentially flat, with volume up 8% and price/mix down 8%.
Diluted EPS was $0.44 versus a loss of $0.25 a year ago; adjusted diluted EPS was $0.69, down 5%.
Fiscal 2026 guidance was reaffirmed: net sales of $6.35 billion to $6.55 billion and adjusted EBITDA of $1.00 billion to $1.20 billion.
The board authorized a 3% dividend increase to $0.38 per share, payable February 27, 2026.
Conagra reported second quarter fiscal 2026 net sales down 6.8% to $3.0 billion and a GAAP diluted loss of $1.39 per share, driven by $968 million in non-cash goodwill and brand impairment charges. Adjusted EPS was $0.45, and the company reaffirmed its fiscal 2026 adjusted EPS guidance of $1.70 to $1.85, but lowered its adjusted equity earnings outlook to about $170 million from about $200 million.
Net sales were $3.0 billion, down 6.8%; organic net sales fell 3.0%
GAAP net loss attributable to Conagra was $664 million; goodwill impairment charges were $771.3 million and other intangible impairment charges were $197.0 million
Adjusted EPS was $0.45; prior-year second quarter GAAP diluted EPS was $0.59
Fiscal 2026 adjusted EPS guidance of $1.70 to $1.85 was reaffirmed; adjusted equity earnings expectation was cut to about $170 million from about $200 million
KB Home reported fourth-quarter fiscal 2025 revenue of $1.69 billion, down from $2.00 billion a year earlier, and diluted earnings per share of $1.55, down from $2.52. For the full year, revenue was $6.24 billion and diluted EPS was $6.15, down 27%. The company also gave 2026 guidance, with full-year housing revenue of $5.10 billion to $6.10 billion, which shareholders can compare with the $6.24 billion total revenue reported for fiscal 2025.
Q4 net income was $101.5 million, compared to $190.6 million; adjusted diluted EPS was $1.92, excluding inventory-related charges, accelerated equity-based compensation and a loss on debt extinguishment.
Net orders fell 10% to 2,414 homes and the ending backlog was 3,128 homes, compared to 4,434.
Housing gross profit margin was 17.0%, compared to 20.9%, reflecting price reductions, higher relative land costs and geographic mix.
2026 first-quarter guidance calls for 2,300 to 2,500 deliveries and housing revenue of $1.05 billion to $1.15 billion.
NIKE reported fiscal second-quarter results for the period ended November 30, 2025, with revenues up 1 percent to $12.4 billion, flat on a currency-neutral basis. Net income fell 32 percent to $0.8 billion, and gross margin declined 300 basis points to 40.6 percent, which the company attributed primarily to higher tariffs in North America. The filing contains no revenue or earnings guidance for future periods.
Revenues were $12.4 billion, up 1 percent reported and flat currency-neutral; NIKE Direct fell 8 percent to $4.6 billion, while Wholesale rose 8 percent to $7.5 billion
Diluted earnings per share were $0.53 versus $0.78 a year earlier, a 32 percent decrease; net income was $0.8 billion, down 32 percent
Gross margin decreased 300 basis points to 40.6 percent, primarily due to higher tariffs in North America
Greater China revenues fell 17 percent to $1.4 billion; dividends returned about $598 million to shareholders, up 7 percent
FedEx reported second-quarter fiscal 2026 results for the quarter ended November 30, 2025, with revenue of $23.5 billion, up 7% from $22.0 billion a year earlier, and GAAP net income of $956 million, up from $741 million. The company raised the low end of its fiscal 2026 revenue growth and diluted EPS forecasts, while the FedEx Freight spin-off remains on track for June 1, 2026, which matters to shareholders because it will create a separately traded company.
Q2 revenue $23.5 billion, up 7%; GAAP diluted EPS $4.04 vs. $3.03 a year earlier; adjusted diluted EPS $4.82 vs. $4.05.
Fiscal 2026 revenue growth forecast now 5% to 6% (prior 4% to 6%); diluted EPS before MTM pension adjustments now $14.80 to $16.00 (prior $14.20 to $16.00).
FedEx Freight segment GAAP operating income fell to $90 million from $312 million, with $152 million of spin-off costs in the quarter.
Repurchased $276 million of shares in Q2; $1.3 billion remained under the 2024 authorization as of November 30, 2025.
Scholastic reported fiscal second-quarter revenue of $551.1 million, up 1%, and diluted earnings per share of $2.17, up 27% from $1.71 a year earlier. The company affirmed its fiscal 2026 outlook for Adjusted EBITDA and free cash flow after adjusting for completed sale-leasebacks, and its board raised the share repurchase authorization to $150 million, an increase of $80 million, which matters to shareholders because it signals more capital returned to them.
Revenue rose 1% to $551.1 million, led by Children's Book Publishing and Distribution, while Education Solutions sales declined 13% to $62.2 million.
Diluted EPS was $2.17 versus $1.71; excluding one-time items, diluted EPS was $2.57 versus $1.82.
Fiscal 2026 Adjusted EBITDA outlook is $146 million to $156 million after a $14 million partial-year impact from the sale-leasebacks; free cash flow is forecast to exceed $430 million.
Sale-leasebacks generated an estimated $401 million in net proceeds after the quarter ended, and the buyback authorization now stands at $150 million.
Cintas reported fiscal 2026 second-quarter revenue of $2.80 billion, up 9.3% from a year earlier, and diluted EPS of $1.21, up 11.0%. The company raised its full fiscal 2026 revenue guidance to $11.15 billion to $11.22 billion and its diluted EPS guidance to $4.81 to $4.88. For shareholders, the quarter's growth and higher outlook are the key takeaways, and the company has returned $1.24 billion through buybacks and dividends in the first six months of the fiscal year.
Q2 revenue $2.80 billion, up 9.3%; organic revenue growth 8.6%
Q2 diluted EPS $1.21 vs. $1.09 a year earlier, up 11.0%
FY2026 revenue guidance raised from $11.06 billion-$11.18 billion to $11.15 billion-$11.22 billion
FY2026 diluted EPS guidance raised from $4.74-$4.86 to $4.81-$4.88
Darden reported fiscal 2026 second-quarter sales up 7.3% to $3.1 billion, with same-restaurant sales up 4.3%, and adjusted diluted EPS from continuing operations of $2.08, up 2.5%. The company also updated its full fiscal 2026 outlook, now calling for adjusted diluted EPS of $10.50 to $10.70, and declared a $1.50 quarterly dividend.
Q2 sales rose 7.3% to $3.1 billion; reported diluted EPS from continuing operations was $2.03, versus $1.82 a year earlier
Fiscal 2026 adjusted diluted EPS from continuing operations outlook is $10.50 to $10.70, including about $0.20 from the 53rd week
Quarterly dividend of $1.50 per share declared, payable February 2, 2026, to holders of record on January 9, 2026
Company repurchased $222 million of common stock in the quarter; $643 million remains under the $1 billion authorization
CarMax reported third-quarter fiscal 2026 net earnings of $62.2 million, or $0.43 per diluted share, down from $125.4 million, or $0.81, a year earlier. Retail used unit sales fell 8.0%, and gross profit dropped 12.9% to $590.0 million. The company also named David McCreight interim president and CEO effective December 1, 2025, and expects to lower retail used unit margins in the fourth quarter.
Net earnings were $62.2 million versus $125.4 million; diluted EPS was $0.43 versus $0.81, including a $0.08 impact from restructuring charges.
Retail used unit sales fell 8.0% to 169,557; gross profit per retail used unit was $2,235, down $71 from last year's third quarter record.
David McCreight was named interim president and CEO and Tom Folliard interim executive chair, effective December 1, 2025; a permanent CEO search is underway.
For the fourth quarter, CarMax expects lower retail used unit margins and higher marketing spend year over year.
FactSet reported results for the first quarter of fiscal 2026, ended November 30, 2025, with GAAP revenue up 6.9% and GAAP diluted EPS up 4.4% from a year earlier. The company reaffirmed its fiscal 2026 outlook and its board raised the share repurchase authorization from $400 million to $1 billion, which matters to shareholders because it expands the capital available for buybacks while margins declined year over year.
GAAP revenues were $607.6 million, up 6.9% from $568.7 million; organic revenues grew 6.0% to $600.0 million.
GAAP diluted EPS was $4.06 versus $3.89; adjusted diluted EPS was $4.51, up 3.2%.
GAAP operating margin fell to 31.6% from 33.6%, and adjusted operating margin fell to 36.2% from 37.6%.
The board increased the repurchase authorization from $400 million to $1 billion; FactSet repurchased $139.9 million of stock in the quarter.
Accenture reported first-quarter fiscal 2026 revenue of $18.7 billion, up 6% in U.S. dollars and 5% in local currency, at the top of its guided range. GAAP diluted EPS fell 1% to $3.54 after $308 million in business optimization costs, while adjusted EPS rose 10% to $3.94; the company lowered its GAAP EPS and GAAP operating margin outlook for fiscal 2026 but kept its adjusted outlook.
Revenue of $18.74 billion, up 6% in U.S. dollars and 5% in local currency; new bookings of $20.94 billion, up 12%
GAAP operating margin of 15.3%, down from 16.7%; adjusted operating margin of 17.0%
Fiscal 2026 GAAP diluted EPS outlook now $13.12 to $13.50, down from $13.19 to $13.57; adjusted EPS outlook of $13.52 to $13.90 unchanged
Quarterly dividend of $1.63 per share declared for January 13, 2026 record date, a 10% increase
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.
Lennar reported fourth-quarter 2025 net earnings of $490 million, or $1.93 per diluted share, down from $1.1 billion, or $4.06 per share, a year earlier. Revenue fell to $9.4 billion from $9.9 billion, even though home deliveries rose 4%, and the company gave first-quarter fiscal 2026 guidance with lower expected margins.
Q4 net earnings attributable to Lennar were $490 million, or $1.93 per diluted share, versus $1.1 billion, or $4.06 per share, in Q4 2024.
Excluding a $156 million one-time loss on the Millrose exchange offer and $123 million of technology investment gains, Q4 EPS was $2.03.
Total revenues were $9.4 billion versus $9.9 billion; deliveries rose 4% to 23,034 homes, but gross margin on home sales was 17.0% versus 22.1%.
Guidance for Q1 fiscal 2026 calls for 17,000 to 18,000 deliveries and a 15.0% to 16.0% gross margin; full-year deliveries are expected to be about 85,000 homes.
Worthington Enterprises reported fiscal 2026 second-quarter results, with net sales up 19.5% to $327.5 million, driven mainly by Building Products and the Elgen acquisition. GAAP net earnings fell 3% to $27.0 million, while adjusted EPS rose to $0.65 from $0.60. The company also agreed to acquire LSI Group for about $205 million, expected to close in January 2026, and declared a $0.19 quarterly dividend.
Net sales were $327.5 million, up from $274.0 million; Building Products sales rose 31.9% to $207.5 million.
GAAP net earnings were $27.0 million, down from $28.0 million; diluted EPS was $0.55 versus $0.56.
Adjusted diluted EPS was $0.65 versus $0.60 a year earlier, excluding restructuring, an SES-related loss and an unrealized securities loss.
Agreed to acquire LSI Group for about $205 million, funded with cash and revolver borrowings; the board also appointed Charles M. Chiappone as a director effective immediately.
National Beverage reported second-quarter results for the period ended November 1, 2025. Net sales fell to $288.3 million from $291.2 million a year earlier, while net income rose to $46.4 million from $45.6 million, and basic earnings per share were $0.50 versus $0.49. The company attributed the sales decline to inflation, commodity costs, tariffs and the recent federal government shutdown, and said price/mix improvements lifted operating profit and net income.
Q2 net sales were $288.3 million, down from $291.2 million in the prior-year period
Q2 net income was $46.4 million, up from $45.6 million; operating income increased to $58 million
Basic EPS was $0.50 versus $0.49; diluted EPS was $0.49 in both periods
Trailing twelve-month net sales were $1.2 billion and EPS was $1.99; the company repurchased 20,000 shares in the quarter
RH reported third quarter fiscal 2025 results for the period ended November 1, 2025, with net revenues up 9% to $883.8 million and net income up 9% to $36.3 million, or $1.83 per diluted share versus $1.66 a year earlier. Adjusted operating margin of 11.6% fell below the 12.5% midpoint of the company's guidance, which management attributed to higher tariff expense and Paris opening costs, and the company updated its outlook for the fourth quarter and full year 2025.
Q3 net revenues $883.8 million, up from $811.7 million; net income $36.3 million, up from $33.2 million
Diluted net income per share $1.83 versus $1.66 in the prior-year quarter; adjusted operating margin 11.6% versus 12.5% guidance midpoint
Free cash flow of $83 million in Q3 and $198 million year to date; full-year 2025 free cash flow outlook $250 million to $300 million
Q4 2025 outlook: revenue growth of 7% to 8% and adjusted operating margin of 12.5% to 13.5%; net debt was $2.427 billion at quarter end
Costco reported first-quarter fiscal 2026 results for the 12 weeks ended November 23, 2025. Net sales rose 8.2% to $65.98 billion, and net income rose to $2.00 billion, or $4.50 per diluted share, from $4.04 a year earlier. Both headline sales and profit increased from the prior year, and the filing contains no updated guidance.
Net sales rose 8.2% to $65.98 billion from $60.99 billion a year earlier.
Net income was $2,001 million, or $4.50 per diluted share, versus $1,798 million, or $4.04, last year.
A tax benefit related to stock-based compensation was $72 million, or $0.16 per diluted share, versus $100 million, or $0.22, last year.
Total company comparable sales rose 6.4%; U.S. comparable sales rose 5.9%.
Broadcom reported fourth-quarter fiscal 2025 revenue of $18.0 billion, up 28% from a year earlier, and GAAP net income of $8.5 billion, or $1.74 per diluted share. The company guided first-quarter fiscal 2026 revenue to about $19.1 billion and raised its quarterly dividend 10% to $0.65 per share.
Q4 fiscal 2025 net revenue was $18,015 million, up 28%; GAAP diluted EPS was $1.74 versus $0.90 a year earlier.
Free cash flow was $7,466 million for the quarter; fiscal 2025 free cash flow was $26,914 million.
First-quarter fiscal 2026 revenue guidance is approximately $19.1 billion, an increase of 28% from the prior year period.
Quarterly dividend of $0.65 per share is payable December 31, 2025, to holders of record on December 22, 2025.
Quanex reported fourth-quarter and fiscal 2025 results for the period ended October 31, 2025. Fourth-quarter net sales were $489.8 million, down 0.5% from a year earlier, while net income swung to $19.6 million from a loss of $13.9 million, but the full year showed a $250.8 million net loss driven by a $302.3 million goodwill impairment. The company declined to issue formal 2026 guidance, saying fiscal 2026 could be flat with fiscal 2025 on revenue and EBITDA and that it will revisit guidance with its first-quarter results.
Q4 net sales $489.8 million vs $492.2 million a year earlier; Q4 net income $19.6 million, or $0.43 diluted EPS, vs a $13.9 million loss
Full-year net loss of $250.8 million, including a $302.3 million goodwill impairment charge; full-year net sales rose 43.8% to $1.84 billion, mainly from the Tyman acquisition
Q4 adjusted diluted EPS $0.83 vs $0.82; full-year free cash flow $102.3 million and $75 million of bank debt repaid in 2025
No official 2026 guidance; management says fiscal 2026 could be flat with fiscal 2025 on revenue and EBITDA, with the first half likely more challenged
Ciena reported fiscal fourth quarter 2025 revenue of $1.35 billion, up 20% from a year earlier, and adjusted diluted EPS of $0.91 versus $0.54. GAAP diluted EPS fell to $0.13 from $0.25, reflecting $106.9 million in significant asset impairments and restructuring costs in the quarter. The company guided fiscal 2026 revenue to $5.7 billion to $6.1 billion, and fiscal first quarter 2026 revenue to $1.35 billion to $1.43 billion.
Q4 fiscal 2025 revenue was $1.35 billion, compared with $1.12 billion a year earlier.
GAAP diluted EPS was $0.13 versus $0.25; adjusted (non-GAAP) diluted EPS was $0.91 versus $0.54.
Significant asset impairments and restructuring costs were $106.9 million in the quarter, versus $2.6 million a year earlier.
Fiscal 2026 revenue guidance is $5.7 billion to $6.1 billion; fiscal Q1 2026 revenue guidance is $1.35 billion to $1.43 billion.
Nordson reported fourth-quarter and fiscal 2025 results, with sales of $752 million (up 1%) and GAAP diluted EPS of $2.69 versus $2.12 a year earlier. The company also issued fiscal 2026 guidance of $2.83 billion to $2.95 billion in sales and adjusted EPS of $10.80 to $11.50, and will discuss the results on a webcast on December 11, 2025.
Q4 fiscal 2025 adjusted EPS was $3.03, up 9% from $2.78; GAAP diluted EPS was $2.69 versus $2.12
Full-year fiscal 2025 sales were a record $2.8 billion, up 4%, with adjusted EPS of $10.24, up 5%
Fiscal 2026 guidance: sales of $2,830 million to $2,950 million and adjusted EPS of $10.80 to $11.50 per diluted share
Management will provide additional commentary on the results and outlook at a webcast on Thursday, December 11, 2025, at 8:30 a.m. ET
Oracle reported fiscal second-quarter 2026 results for the period ended November 30, 2025, with total revenue up 14% to $16.1 billion and GAAP diluted earnings per share of $2.10, up 91%. GAAP EPS was helped by a $2.7 billion pre-tax gain on the sale of Oracle's interest in Ampere, and software revenue fell 3%. The board also declared a quarterly dividend of $0.50 per share, payable January 23, 2026.
Total revenue $16.1 billion, up 14% in US dollars; cloud revenue $8.0 billion, up 34%; software revenue $5.9 billion, down 3%
GAAP diluted EPS $2.10, up 91%; non-GAAP diluted EPS $2.26, up 54%
$2.7 billion pre-tax gain on the sale of Oracle's Ampere interest positively affected both GAAP and non-GAAP EPS
Quarterly dividend of $0.50 per share; record date January 9, 2026; payment date January 23, 2026
Synopsys reported fourth-quarter fiscal 2025 revenue of $2.255 billion, up from $1.636 billion a year earlier, and full-year revenue of $7.054 billion, up about 15%. Non-GAAP earnings per diluted share fell to $2.90 in the quarter from $3.40 and to $12.91 for the year from $13.20, while GAAP EPS rose in the quarter to $2.39. The company expects fiscal 2026 revenue of $9.560 billion to $9.660 billion and non-GAAP EPS of $14.32 to $14.40, which includes expected Ansys revenue of $2.9 billion.
Q4 revenue was $2.255 billion versus $1.636 billion a year earlier; Ansys contributed $667.7 million
Q4 non-GAAP EPS was $2.90 versus $3.40; GAAP EPS was $2.39 versus $1.79
Fiscal 2026 targets: revenue $9.560 billion to $9.660 billion; non-GAAP EPS $14.32 to $14.40
Final fiscal 2025 financial statements will be included in the Form 10-K due on or before December 30, 2025
Vail Resorts reported a first-quarter fiscal 2026 net loss attributable to the company of $186.8 million, wider than the $173.3 million loss a year earlier, even as resort net revenue rose 4% to $270.9 million. Resort Reported EBITDA was flat at a loss of $139.7 million, and the company reaffirmed its full-year fiscal 2026 guidance while citing a slow start to the western North American ski season. Shareholders keep the $2.22 quarterly dividend, and the company repurchased about $25 million of shares in November.
Net loss attributable to Vail Resorts was $186.8 million, compared with $173.3 million a year earlier.
Resort net revenue rose $10.7 million, or 4%, to $270.9 million, mainly on improved Australian visitation.
Fiscal 2026 guidance reaffirmed: net income attributable of $201 million to $276 million and Resort Reported EBITDA of $842 million to $898 million.
Quarterly dividend of $2.22 per share payable January 12, 2026; about 0.2 million shares repurchased in November for $25 million.
Adobe reported fourth-quarter fiscal 2025 revenue of $6.19 billion, up 10% year over year, with GAAP diluted earnings per share of $4.45 and non-GAAP diluted earnings per share of $5.50. For the full fiscal year, revenue was $23.77 billion, up 11%, and the company issued fiscal 2026 targets of $25.90 billion to $26.10 billion in revenue and $23.30 to $23.50 in non-GAAP earnings per share. Starting in fiscal 2026, Adobe says it will change its reporting and guidance to focus on customer group subscription revenue, total ending ARR growth, total revenue and EPS.
Q4 fiscal 2025: revenue $6.19 billion (up 10%); GAAP EPS $4.45 vs. $3.79 a year earlier; non-GAAP EPS $5.50 vs. $4.81
Chewy reported fiscal third-quarter 2025 results for the period ended November 2, 2025. Net sales rose 8.3% to $3.12 billion, and net income reached $59.2 million, or $0.14 per diluted share, compared with $3.9 million, or $0.01, a year earlier. CEO Sumit Singh said the company exceeded the high end of its net sales guidance, but the filing does not include updated full-year guidance.
Net sales of $3.12 billion, up 8.3% from $2.88 billion in the prior-year quarter
Net income of $59.2 million, or $0.14 per diluted share, versus $3.9 million, or $0.01, a year earlier
Adjusted EBITDA of $180.9 million, up 30.9%; adjusted diluted EPS of $0.32 versus $0.20
Free cash flow of $175.8 million, up from $151.8 million in the prior-year quarter
Photronics reported fiscal fourth-quarter 2025 revenue of $215.8 million, down 3.1% from a year earlier but up 2.6% from the prior quarter. GAAP net income attributable to shareholders rose to $61.8 million, or $1.07 per diluted share, helped by a $16.8 million deferred tax valuation allowance reduction, while non-GAAP EPS was $0.60 versus $0.59. For fiscal 2025, revenue fell 2.0% to $849.3 million and non-GAAP EPS was $2.01 versus $2.05, and first-quarter fiscal 2026 guidance calls for revenue of $217 million to $225 million.
Q4 fiscal 2025 revenue was $215.8 million, down 3.1% year over year and up 2.6% sequentially
Q4 GAAP diluted EPS was $1.07 versus $0.54 a year earlier; non-GAAP diluted EPS was $0.60 versus $0.59
Full-year fiscal 2025 revenue was $849.3 million, down 2.0%; non-GAAP diluted EPS was $2.01 versus $2.05
Q1 fiscal 2026 guidance: revenue of $217 million to $225 million and non-GAAP diluted EPS of $0.51 to $0.59
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
Toll Brothers reported fourth-quarter results for the period ended October 31, 2025, with home sales revenue of $3.41 billion, up from $3.26 billion a year earlier. Net income and diluted earnings per share fell from a year earlier, and the company said its $4.58 EPS was modestly below its guidance because the Apartment Living sale was delayed. Net signed contracts and backlog both declined, and the company issued FY 2026 delivery guidance of 10,300 to 10,700 units.
Fourth-quarter net income was $446.7 million, or $4.58 per diluted share, versus $475.4 million, or $4.63, a year earlier.
Net signed contract value was $2.53 billion versus $2.66 billion; backlog value was $5.5 billion versus $6.5 billion.
FY 2026 guidance calls for 10,300 to 10,700 deliveries and an adjusted home sales gross margin of 26.00%.
The $380 million Apartment Living sale to Kennedy Wilson is now expected to close in the first quarter of FY 2026.
CooperCompanies reported fiscal fourth-quarter revenue of $1,065.2 million, up 5%, and non-GAAP diluted EPS of $1.15, up 11%, while GAAP diluted EPS fell 27% to $0.43 after reorganization-related charges of about $89 million. The company also initiated fiscal 2026 guidance of non-GAAP diluted EPS of $4.45 to $4.60, and Chairman Robert S. Weiss said he will step down as Chairman effective January 2, 2026, with director Colleen E. Jay succeeding him.
Q4 revenue $1,065.2 million, up 5%; GAAP diluted EPS $0.43, down 27%; non-GAAP diluted EPS $1.15, up 11%
Fiscal 2026 guidance: total revenue $4,299 to $4,338 million; non-GAAP diluted EPS $4.45 to $4.60; free cash flow $575 to $625 million
Reorganization activity in Q4 resulted in about $89 million in cash and non-cash charges; company expects about $50 million in annual pre-tax savings beginning fiscal 2026
Robert S. Weiss resigns as Chairman effective January 2, 2026, remains a director; Colleen E. Jay appointed Chairman
Argan reported results for the quarter ended October 31, 2025, its third quarter of fiscal 2026. Revenue fell $5.9 million, or 2.3%, from the prior-year quarter, which the company attributed to project timing and mix, while net income rose to $30.7 million, or $2.17 per diluted share, from $28.0 million, or $2.00 per share. Project backlog reached $3.0 billion, up from $1.4 billion at January 31, 2025.
Revenue was $251.2 million, down $5.9 million or 2.3% from $257.0 million a year earlier.
Net income was $30.7 million, or $2.17 per diluted share, versus $28.0 million, or $2.00 per diluted share, a year earlier.
Gross margin was 18.7%, up from 17.2%, mainly from improved margins in the Power Industry Services and Industrial Construction Services segments.
Cash, cash equivalents and investments were $726.8 million at October 31, 2025, and the company reported no debt.
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.