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 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.
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.
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
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.
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.
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
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.
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
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.
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
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
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
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
Ulta Beauty reported third-quarter fiscal 2025 net sales of $2.9 billion, up 12.9%, with comparable sales up 6.3%. Diluted earnings per share were flat at $5.14, while operating margin fell to 10.8% from 12.6%. The company raised its fiscal 2025 diluted EPS outlook to $25.20 to $25.50 from $23.85 to $24.30.
Net sales rose to $2.9 billion from $2.5 billion; comparable sales rose 6.3% versus 0.6% a year earlier.
Net income was $230.9 million, down from $242.2 million; diluted EPS was $5.14, flat year over year.
Operating income was $309.4 million, or 10.8% of net sales, compared with $318.5 million, or 12.6%.
Fiscal 2025 guidance now calls for net sales of approximately $12.3 billion and comparable sales growth of 4.4% to 4.7%.
Hewlett Packard Enterprise reported fiscal fourth-quarter 2025 revenue of $9.7 billion, up 14% from a year earlier, and non-GAAP diluted EPS of $0.62, above its $0.56 to $0.60 outlook. GAAP diluted EPS fell to $0.11 and the company recorded an operating loss of $8 million, including $260 million in impairment charges. HPE raised its fiscal 2026 non-GAAP EPS guidance to $2.25 to $2.45 and declared a $0.1425 quarterly dividend.
Q4 revenue was $9.7 billion, up 14%; GAAP gross margin was 33.5% and non-GAAP gross margin was 36.4%
Non-GAAP diluted EPS was $0.62 versus $0.56 to $0.60 outlook; GAAP diluted EPS was $0.11, down $0.88 year over year
FY26 GAAP diluted EPS guidance raised to $0.62 to $0.82; non-GAAP diluted EPS raised to $2.25 to $2.45
Quarterly dividend of $0.1425 per share payable on or about January 16, 2026, to holders of record on December 19, 2025
Wiley reported fiscal second-quarter 2026 results for the quarter ended October 31, 2025, with revenue of $422 million, down from $427 million a year earlier, while operating income rose 14% to $73 million and GAAP diluted EPS rose 14% to $0.84. The company narrowed its fiscal 2026 revenue growth outlook to the low end of its range, citing market challenges in Learning, and reaffirmed its Adjusted EBITDA margin, Adjusted EPS and Free Cash Flow guidance.
Revenue was $422 million vs. $427 million a year earlier; Learning revenue fell 11% to $143 million, while Research revenue rose 6% to $279 million.
GAAP diluted EPS was $0.84 vs. $0.74; Adjusted EPS was $1.10, up 12% at constant currency.
Fiscal 2026 revenue growth is now expected to be low-single digit, narrowed from low-to-mid single digit growth.
Reaffirmed fiscal 2026 guidance: Adjusted EBITDA margin of 25.5% to 26.5%, Adjusted EPS of $3.90 to $4.35 and Free Cash Flow of approximately $200 million.
Kroger reported third quarter 2025 sales of $33.9 billion, up from $33.6 billion a year earlier, and a GAAP loss of $(2.02) per share after a $2.6 billion impairment and related charge tied to its automated fulfillment network. Excluding adjustment items, EPS rose to $1.05 from $0.98, and the company raised the low end of its full-year adjusted EPS guidance to $4.75 to $4.80.
Q3 2025 operating loss of $(1,541) million versus operating profit of $828 million in Q3 2024; the $2.6 billion charge equals $3.00 per share
Adjusted FIFO operating profit of $1,089 million, up from $1,017 million; identical sales without fuel rose 2.6%
Full-year 2025 adjusted EPS guidance is now $4.75 to $4.80, versus $4.70 to $4.80 previously; identical sales guidance narrowed to 2.8% to 3.0%
Kroger expects to complete its remaining $2.5 billion open market share repurchases by the end of fiscal 2025
SAIC reported third-quarter fiscal 2026 revenue of $1.87 billion, down 6% from a year earlier, and net income of $78 million, down 26%. Adjusted diluted EPS was $2.58 versus $2.61, and the company raised its fiscal 2026 adjusted diluted EPS guidance to $9.80-$10.00 from $9.40-$9.60, which signals higher expected per-share profit despite lower quarterly sales.
Revenue was $1,866 million versus $1,976 million a year earlier; net income was $78 million versus $106 million.
Diluted EPS was $1.69 versus $2.13; adjusted diluted EPS was $2.58 versus $2.61.
Fiscal 2026 adjusted diluted EPS guidance was raised to $9.80-$10.00 from $9.40-$9.60; revenue guidance is $7.275 billion-$7.325 billion.
Board declared a quarterly dividend of $0.37 per share on December 2, 2025, payable January 28, 2026.
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.
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
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
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.
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.
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.
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
Vestis reported fiscal fourth-quarter 2025 revenue of $712 million, up 4.1% year over year, but the increase reflects an extra week worth $51.6 million; excluding it, revenue fell 3.5%. Operating income fell to $17.6 million from $29.8 million, and the company swung to a net loss of $12.5 million, or $(0.10) per diluted share, from a $2.3 million loss a year earlier. The company also launched a multi-year restructuring plan and issued fiscal 2026 guidance calling for flat to 2% lower revenue and Adjusted EBITDA of $285 million to $315 million.
Q4 operating income was $17.6 million versus $29.8 million a year earlier; net loss was $12.5 million, or $(0.10) per diluted share, versus $(0.02)
Excluding the extra week, fourth-quarter revenue declined 3.5%, with rental revenue down $18.1 million mainly from lost business
Restructuring plan expected to cost about $25 million to $30 million, be substantially complete by end of 2027, and deliver at least $75 million in annual operating cost savings by end of fiscal 2026
Fiscal 2026 outlook: revenue flat to down 2% versus normalized fiscal 2025, Adjusted EBITDA of $285 million to $315 million, and Free Cash Flow of $50 million to $60 million
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