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).
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
Argan reported results for the quarter ended October 31, 2025, its third quarter of fiscal 2026. Revenue fell $5.9 million, or 2.3%, from the prior-year quarter, which the company attributed to project timing and mix, while net income rose to $30.7 million, or $2.17 per diluted share, from $28.0 million, or $2.00 per share. Project backlog reached $3.0 billion, up from $1.4 billion at January 31, 2025.
Revenue was $251.2 million, down $5.9 million or 2.3% from $257.0 million a year earlier.
Net income was $30.7 million, or $2.17 per diluted share, versus $28.0 million, or $2.00 per diluted share, a year earlier.
Gross margin was 18.7%, up from 17.2%, mainly from improved margins in the Power Industry Services and Industrial Construction Services segments.
Cash, cash equivalents and investments were $726.8 million at October 31, 2025, and the company reported no debt.
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.
REX American Resources reported fiscal third-quarter 2025 results for the period ended October 31, 2025. Net sales and revenue rose slightly to $175.6 million and diluted EPS rose to $0.71 from $0.69, helped by fewer diluted shares, but gross profit fell to $36.1 million, net income attributable to REX shareholders declined to $23.4 million, and the company attributed the gross profit decline mainly to lower ethanol and distillers grain pricing. The company reported $335.5 million in cash and short-term investments and no bank debt, and said the One Earth expansion remains on track for 2026 completion.
Net sales and revenue of $175.6 million vs. $174.9 million in Q3 2024; gross profit of $36.1 million vs. $39.7 million
Net income attributable to REX shareholders of $23.4 million vs. $24.5 million; diluted EPS of $0.71 vs. $0.69 on 33,002,000 vs. 35,445,000 diluted shares
As of October 31, 2025, $335.5 million in cash, cash equivalents and short-term investments and no bank debt
One Earth carbon capture sequestration permit decision expected June 2026; combined project budget $220-$230 million, with $155.8 million capital expenditures to date
On December 3, 2025, Packaging Corp of America said it will permanently shut the No. 2 paper machine and kraft pulping facilities at its Wallula, Washington containerboard mill, with the work expected to finish by the end of the first quarter of 2026. The company estimates $205 million in pre-tax restructuring charges, mostly recorded in the fourth quarter of 2025 and first quarter of 2026, which will reduce reported earnings for those periods. The mill's annual capacity falls by 250,000 tons, and the company says production cost there should drop by about $125 per ton from 2025 levels.
Pre-tax restructuring charges estimated at $205 million, including about $165 million of non-cash impairment and accelerated depreciation and $40 million of cash charges
No. 2 paper machine and kraft pulping facilities to be shut; No. 3 paper machine and recycled pulping facilities continue operating; completion expected by end of Q1 2026
About 200 positions expected to be eliminated
Mill capacity reduced by 250,000 tons per year; lower production cost of about $125 per ton versus 2025 levels
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.
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.