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).
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.
Marvell reported record third-quarter fiscal 2026 net revenue of $2.075 billion, up 37% from a year earlier and $15.0 million above the midpoint of its guidance. GAAP diluted earnings were $2.20 per share, including a $1.8 billion pre-tax gain on the sale of its automotive ethernet business, while non-GAAP diluted earnings were $0.76 per share. For the fourth quarter, the company expects net revenue of $2.200 billion, plus or minus 5%, and non-GAAP diluted earnings of $0.79 per share, plus or minus $0.05.
Q3 net revenue was $2.075 billion, up 37% year-on-year, with data center revenue at $1.5 billion
GAAP net income was $1.901 billion, or $2.20 per diluted share, including a $1.830 billion gain on sale of business
Non-GAAP diluted EPS was $0.76, compared with $0.43 a year earlier
Q4 fiscal 2026 guidance: net revenue of $2.200 billion +/- 5% and non-GAAP diluted EPS of $0.79 +/- $0.05
Okta reported results for the fiscal third quarter ended October 31, 2025, with total revenue up 12% year-over-year to $742 million and GAAP net income of $43 million, compared with $16 million a year earlier. The company also issued fiscal 2026 full-year guidance calling for total revenue of $2.906 billion to $2.908 billion, which the filing describes as "now" expected, without stating prior figures for comparison.
Q3 total revenue $742 million, up 12% year-over-year; subscription revenue $724 million, up 11%
GAAP diluted net income per share $0.24, versus $0.00 a year earlier; non-GAAP diluted EPS $0.82, versus $0.67
Q4 fiscal 2026 revenue guidance of $748 million to $750 million; full-year non-GAAP diluted EPS guidance of $3.43 to $3.44
Free cash flow of $211 million in the quarter; cash and short-term investments of $2.463 billion at October 31, 2025
Shopify said merchants on its platform recorded $14.6 billion in sales over the 2025 Black Friday-Cyber Monday weekend, up 27% from 2024 (24% on a constant currency basis). The company described the figures as approximate and unaudited, and noted that the methodology changed from the prior year, so the comparison is not direct.
Global merchant sales of $14.6 billion, up 27% year over year; 24% on a constant currency basis
81+ million customers bought from Shopify-powered brands; 15,800+ entrepreneurs made their first sale
Peak sales of $5.1 million per minute at 12:01 p.m. EST on Black Friday
Data is unaudited and approximate; 2024 package counts were restated under the new methodology
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.