550 material Form 8-K filings that 454 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.
Ciena renewed change in control severance agreements with its executive officers effective November 30, 2025, as part of a routine three-year review after the prior agreements expired that day. The company says the severance benefits are unchanged, with the main revisions being clarifications on clawback rights and equity treatment under Section 409A.
New agreements run through November 30, 2028, unless terminated earlier
Severance benefits are unchanged; CEO Gary B. Smith's protection period is 18 months after a change in control, versus 12 months for other officers
Changes include clarifying that the agreements do not limit the Executive Compensation Clawback Policy and language on Section 409A equity treatment
Parsons Corporation's board elected Robert H. Smith as a director effective December 1, 2025, and increased the board size to 12 members. Smith, former CEO of Blue Origin, joins as a Class I director with a term expiring at the 2026 annual meeting. The filing describes the appointment as adding relevant aerospace and government experience, though it gives no financial figures.
Robert H. Smith elected to the board effective December 1, 2025, as a Class I director
Board size increased to 12 members; term expires at the 2026 annual meeting of stockholders
Smith was CEO of Blue Origin from 2017 through January 2024 and has served on Parsons' Strategic Advisory Board since April 2024
Smith will receive cash and equity compensation under the non-employee director policy
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.
Boeing's board elected Bradley D. Tilden, former chairman, president and CEO of Alaska Air Group, as a director effective December 3, 2025. He will serve on the Aerospace Safety and Finance committees and join the company's nonemployee director compensation program.
Tilden was elected by the board on December 1, 2025, effective December 3, 2025.
He will serve on the Aerospace Safety Committee and the Finance Committee.
Tilden is 64 and spent 31 years at Alaska Air Group, becoming its CEO in 2012.
The filing says Tilden will be the 10th new director added since 2019 and the 12th board member.
Getty Realty Corp. agreed on November 19, 2025 to sell $250 million of 5.76% Series U senior unsecured notes in a private placement, with the sale due on or before January 22, 2026. The company plans to use the proceeds to repay borrowings under its unsecured revolving credit facility and for general corporate purposes, including investment activity. The agreement carries customary covenants that may limit additional debt and dividend payments, which matters to shareholders because it constrains future financing and payouts.
$250 million of Series U Guaranteed Senior Notes at a fixed 5.76% rate, maturing January 22, 2036
Sale to purchasers due on or before January 22, 2026, under a Note Purchase and Guaranty Agreement dated November 19, 2025
Proceeds to repay revolver borrowings and fund general corporate purposes, including investment activity
Covenants include limits on restricted payments and maximum leverage, and events of default include failure to maintain REIT status
Caesars Entertainment said director Don R. Kornstein has decided to resign from the Board effective December 31, 2025. The filing states his decision is not the result of any disagreement with the company.
Don R. Kornstein informed the Executive Chairman of his resignation on December 3, 2025.
Resignation takes effect December 31, 2025.
The filing says the resignation is not due to any disagreement with the company.
Two Alnylam directors, Michael W. Bonney and Carolyn Bertozzi, resigned from the board effective December 2, 2025, and the board cut its size from eleven to ten seats. The board also elected Stuart A. Arbuckle as a non-employee director, effective January 5, 2026, with a $75,000 annual cash retainer and a $600,000 stock option grant. The filing states that the resignations did not stem from any disagreement with the company on its operations, policies or practices.
Michael W. Bonney and Carolyn Bertozzi resigned from the board effective December 2, 2025; the filing states no disagreement with the company caused either resignation
Board size reduced from eleven to ten directors
Stuart A. Arbuckle elected as a Class I director effective January 5, 2026, with a $75,000 annual cash retainer and a stock option grant with a $600,000 grant date fair value
Dr. Bertozzi is joining the board of Eli Lilly effective December 8, 2025, and will continue as a scientific advisor to Alnylam
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.
FMC Corporation disclosed that director Anthony DiSilvestro resigned from its Board of Directors and all committees, effective immediately, on December 3, 2025. He cited increased professional commitments after being appointed Chief Financial Officer of Keurig Dr Pepper Inc. on November 25, 2025, along with scheduling conflicts with FMC board and committee meetings. The filing does not name a replacement, and the departure is a board change rather than a change in financial results or guidance.
Resignation from the FMC Board and all committees, effective immediately, notified December 3, 2025
Reason given: new role as CFO of Keurig Dr Pepper Inc., appointed November 25, 2025
Also cited: scheduling conflicts with FMC board and committee meeting dates
FMC thanked DiSilvestro for his service; the filing names no successor
Payoneer's Compensation Committee adopted an Executive Change in Control Severance Plan on November 28, 2025, covering executives including named executive officers. The plan provides cash, health coverage and equity vesting if a participant is terminated without cause or resigns for good reason after a change in control, and the CEO and CFO will not participate.
Plan adopted by the Compensation Committee on November 28, 2025; participation requires a participation agreement and a separation and release agreement.
Benefits include a lump sum equal to annual base salary plus annual target bonus, and up to twelve months of medical and dental coverage at active employee rates.
Time-vesting equity awards vest immediately; performance awards follow their award agreements, with time-vesting deemed satisfied at termination.
The CEO and CFO will not participate and keep existing severance rights under their employment agreements.
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.
PVH reported third quarter 2025 revenue of $2.294 billion, up 2% from a year earlier, and non-GAAP EPS of $2.83, above its $2.35 to $2.50 guidance but below $3.03 in the prior-year quarter. GAAP EPS was $0.09, reflecting $22 million of pre-tax restructuring costs, and gross margin fell to 56.3% from 58.4% due largely to tariffs. The company narrowed its full-year non-GAAP EPS outlook to $10.85 to $11.00 from $10.75 to $11.00, which raises the low end of the range.
Q3 revenue rose 2% to $2.294 billion from $2.255 billion; constant-currency revenue fell less than 1%
Q3 non-GAAP EPS of $2.83 beat $2.35 to $2.50 guidance but declined from $3.03; GAAP EPS was $0.09 versus $2.34
Non-GAAP EBIT was $202 million versus $236 million; gross margin was 56.3% versus 58.4%
Full-year 2025 non-GAAP EPS outlook narrowed to $10.85 to $11.00; Q4 EPS projected at $3.20 to $3.35
UiPath reported third quarter fiscal 2026 revenue of $411 million, up 16% from a year earlier, and GAAP operating income of $13 million, compared with a loss of $43 million in the prior-year quarter. The company guided fourth quarter revenue to $462 million to $467 million and non-GAAP operating income to approximately $140 million, and net income was boosted by a $174.2 million income tax benefit.
Revenue of $411 million, up 16% year-over-year; ARR of $1.782 billion as of October 31, 2025, up 11%.
GAAP operating income of $13 million versus a $43.4 million loss a year earlier; net income of $198.8 million, or $0.37 per diluted share, including a $174.2 million income tax benefit.
Fourth quarter fiscal 2026 outlook: revenue of $462 million to $467 million and non-GAAP operating income of approximately $140 million.
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
Linde plc and certain subsidiaries entered into an unsecured 364-day revolving credit agreement with total commitments of $1.5 billion, led by Bank of America, N.A. as administrative agent. The facility is for general corporate purposes and, as of the filing date, has no usage outstanding.
Total commitments under the credit agreement are $1,500,000,000, signed December 3, 2025
Commitments expire 364 days after the agreement date; borrowings can be converted into term loans due one year after expiry
Revolving loans bear interest based on SOFR, EURIBOR, SONIA or the base rate plus a ratings-based margin; no financial maintenance covenant
No amount was outstanding under the facility as of the filing date
AppFolio disclosed a separation agreement with Matt Mazza, its former Chief Trust Officer, who departed on November 14, 2025. The agreement provides severance and related benefits conditioned on a release of claims and continued compliance with restrictive covenants.
Mazza receives $315,000, equal to nine months of base salary, paid through regular biweekly payroll
A pro-rated fiscal 2025 bonus of $219,462 is payable in a lump sum
Company will pay or reimburse COBRA premiums for up to nine months, and Executive Medical Reimbursement coverage continues through March 31, 2026 (up to $100,000 in eligible expenses)
HealthEquity reported results for its fiscal third quarter ended October 31, 2025, with revenue up 7% year over year and GAAP net income of $51.7 million, compared with $5.7 million a year earlier. The company also gave fiscal 2026 outlook, expecting revenue of $1.302 billion to $1.312 billion and GAAP net income of $2.24 to $2.33 per diluted share.
Q3 revenue was $322.2 million, up from $300.4 million a year earlier.
GAAP net income per diluted share was $0.59, versus $0.06 a year earlier; non-GAAP net income per diluted share rose 29% to $1.01.
Adjusted EBITDA was $141.8 million, up 20% year over year.
For the fiscal year ending January 31, 2026, the company expects non-GAAP net income per diluted share of $3.87 to $3.95.
Old National Bancorp said Commercial Banking CEO Jim Sandgren intends to retire in April 2026, after a career of nearly 35 years with the company. The filing states that he has held roles including President and COO and Southern Region CEO, and it names no successor for the commercial banking role. For shareholders, this is a senior leadership change in the company's commercial banking business, and the filing contains no financial figures tied to it.
Sandgren, Commercial Banking CEO, intends to retire in April 2026; the announcement was made December 3, 2025.
Sandgren has been with Old National for nearly 35 years and previously served as President and COO and Southern Region CEO.
President and COO Tim Burke said Sandgren will work to ensure the smoothest possible transition for the commercial bank team and clients over the coming months.
Reinsurance Group of America said its Executive Vice President and Chief Investment Officer, Leslie Barbi, informed the company on December 1, 2025 that she intends to retire effective April 15, 2026. The filing does not name a successor or describe the reasons for the departure.
Leslie Barbi is Executive Vice President and Chief Investment Officer.
Retirement is effective April 15, 2026; she informed the company on December 1, 2025.
Barbi is a named executive officer in the proxy statement filed April 10, 2025.
Trex Company appointed B. Andrew Rose, former President and CEO of Worthington Enterprises, as a director effective December 3, 2025. He will serve on the Audit and Compensation Committees, and the Board will have ten directors, nine of whom are independent, and the filing says the change is part of an ongoing board refreshment effort.
B. Andrew Rose appointed director effective December 3, 2025; board appointment made December 1, 2025
Rose to serve on the Audit and Compensation Committees; board will have ten directors, nine independent
Rose will stand for election at the 2026 annual meeting; director Ronald Kaplan, serving since 2008, will not stand for re-election
Sprinklr reported third-quarter fiscal 2026 results for the quarter ended October 31, 2025. Total revenue rose 9% to $219.1 million, but GAAP net income fell to $2.9 million from $10.5 million a year earlier, while non-GAAP net income per diluted share rose to $0.12 from $0.10. The company also gave fourth-quarter and full-year fiscal 2026 revenue ranges, but this filing does not state whether those ranges changed from earlier outlooks.
Total revenue of $219.1 million, up 9% from $200.7 million; subscription revenue of $190.3 million, up 5%.
GAAP net income of $2.9 million, or $0.01 per diluted share, versus $10.5 million, or $0.04, a year earlier; non-GAAP operating income of $33.5 million versus $23.0 million.
Fourth-quarter total revenue guidance of $216.5 million to $217.5 million; full-year fiscal 2026 total revenue guidance of $853 million to $854 million.
Remaining performance obligations (RPO) down 5% year-over-year; current RPO (cRPO) up 3%; cash and marketable securities of $480.3 million as of October 31, 2025.
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
THOR Industries reported first-quarter fiscal 2026 results for the period ended October 31, 2025, with net sales up 11.5% to $2.39 billion and net income attributable to THOR of $21.7 million, compared with a $1.8 million loss a year earlier. The company also issued fiscal 2026 guidance calling for net sales of $9.0 billion to $9.5 billion and diluted earnings per share of $3.75 to $4.25.
Net sales rose 11.5% to $2.39 billion; diluted EPS was $0.41 versus a $(0.03) loss a year earlier
North American Motorized unit shipments rose 32.3%, while North American Towable unit shipments fell 14.0%
Fiscal 2026 guidance: net sales of $9.0 billion to $9.5 billion and diluted EPS of $3.75 to $4.25
Operating cash flow was negative $44.9 million, compared with positive $30.7 million a year earlier
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.