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).
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.
Interface entered into a Third Amended and Restated Syndicated Facility Agreement on December 3, 2025, extending the maturity of its revolving and term loan facilities from October 14, 2027 to December 3, 2030. The company used a new $170 million term loan plus cash on hand to fully redeem its $300 million 5.50% Senior Notes due 2028 that day, which shifts debt from fixed-rate notes into a bank facility with floating-rate pricing and covenants.
New $170 million term loan was fully drawn at closing; borrowings totaled about $205 million at closing, with an estimated weighted average interest rate of 5.24%.
Revolving credit facility reduced from $300 million to $250 million; maximum unused commitment fee lowered to 0.30%.
$300 million 5.50% Senior Notes due 2028 fully redeemed on December 3, 2025; related indenture satisfied and discharged.
Facility requires consolidated secured net leverage of no more than 3.00:1.00 and interest coverage of at least 2.25:1.00, and is secured by substantially all company and domestic subsidiary assets.
Equinix said Chief Financial Officer Keith Taylor intends to retire in 2026 after 27 years with the company. He will stay as CFO until a successor is appointed, then serve as a part-time Special Advisor through March 1, 2027, and the company is considering internal and external candidates.
Taylor joined Equinix in 1999 and will remain CFO until a successor is appointed.
Transition Agreement dated December 2, 2025 sets his Special Advisor salary at $48,000 per year for about 20 hours per week.
He will not earn a bonus for any plan year after 2025, but previously granted equity awards continue to vest.
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.
QuinStreet signed a Share Purchase Agreement on November 30, 2025, to acquire all outstanding equity of HomeBuddy, a home services demand generation provider, for about $115 million in cash at closing plus $75 million in post-closing payments over four years. The company expects the deal to close in the first quarter of 2026, subject to conditions including regulatory approval, and expects it to add $30 million or more of adjusted EBITDA in the first twelve months after closing.
Closing cash payment of approximately $115 million, subject to customary adjustments; $75 million payable in equal annual installments over four years
HomeBuddy generated approximately $141 million in revenue for the twelve months ended September 30, 2025
QuinStreet expects to fund part of the closing payment with borrowings under a new credit facility; closing expected in the first quarter of 2026
Agreement can be terminated if closing does not occur by February 13, 2026; no termination fee is payable by either party
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
FACT II Acquisition Corp., a special purpose acquisition company, signed a Business Combination Agreement on November 26, 2025, with Precision Aerospace & Defense Group, Inc. (PAD). The deal would move FACT to Delaware and merge a PAD subsidiary into PAD, leaving PAD as a wholly owned subsidiary of FACT, subject to shareholder and regulatory approvals. Shareholders will vote on the deal after a Form S-4 registration statement is prepared and declared effective.
Agreement dated November 26, 2025; FACT will domesticate as a Delaware corporation before closing.
PAD common stock converts into FACT common stock based on 12,388,291 divided by the number of PAD shares outstanding at closing.
PAD Series A through D preferred holders receive $5.00 cash per share plus additional FACT common stock under stated formulas.
Closing requires FACT shareholder approval, PAD stockholder approval, an effective S-4, and expiry of Hart-Scott-Rodino waiting periods, among other conditions.
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.
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.