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.
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
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
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.
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
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%.
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%.
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
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.
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
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.