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).
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
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
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
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
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.
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.
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
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.
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
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.