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).
AeroVironment reported fiscal second quarter 2026 results for the period ended November 1, 2025, with revenue up 151% to $472.5 million, helped by the BlueHalo acquisition. The company swung to a GAAP net loss of $17.1 million, or $0.34 per diluted share, largely due to $48.2 million of intangible amortization and other purchase accounting expenses, and it issued fiscal 2026 full-year guidance that includes a net loss forecast of $38 million to $30 million.
Q2 revenue was $472.5 million, up from $188.5 million a year earlier; BlueHalo contributed $245.1 million.
Net loss was $17.1 million, or $0.34 per diluted share, versus net income of $7.5 million, or $0.27 per share, a year earlier.
Non-GAAP adjusted EBITDA was $45.0 million, up from $25.9 million, while non-GAAP EPS was $0.44 versus $0.47.
Fiscal 2026 guidance: revenue of $1.95 billion to $2.0 billion, adjusted EBITDA of $300 million to $320 million, and non-GAAP EPS of $3.40 to $3.55.
GameStop reported third quarter results for the period ended November 1, 2025, with net sales down from the prior-year quarter but operating and net income higher. Net income rose to $77.1 million from $17.4 million, while net sales fell to $821.0 million from $860.3 million. Cash, cash equivalents and marketable securities reached $8.8 billion, and the filing does not include updated guidance.
Net sales were $821.0 million, compared with $860.3 million a year earlier.
Operating income was $41.3 million, compared with an operating loss of $33.4 million a year earlier.
Net income was $77.1 million, compared with $17.4 million; adjusted net income was $139.3 million, compared with $26.2 million.
Cash, cash equivalents and marketable securities were $8.8 billion at quarter end, compared with $4.6 billion a year earlier.
Academy Sports and Outdoors reported third-quarter fiscal 2025 net sales of $1.38 billion, up 3.0%, with comparable sales down 0.9% and diluted GAAP earnings per share of $1.05, up 14.1%. The company narrowed its full-year guidance: the sales range is now -2.0% to flat (previously -3.0% to +1.0%), and GAAP EPS is now $5.35 to $5.85 (previously $5.30 to $6.00), so the top of both ranges came down while the bottom of the sales and gross margin ranges moved up.
Q3 net sales $1.38 billion, up 3.0%; comparable sales down 0.9%
Q3 diluted GAAP EPS $1.05 vs. $0.92 a year earlier; year-to-date diluted EPS $3.57, down 7.5%
Fiscal 2025 sales guidance narrowed to -2.0% to flat; GAAP EPS guidance $5.35 to $5.85
Gross margin guidance low end raised to 34.3% from 34.0%; quarterly dividend of $0.13 declared December 4, 2025
Elanco's board authorized a workforce restructuring plan on December 5, 2025, which is expected to eliminate about 300 positions and cost about $175 million in pretax charges, mostly in 2025. The company reaffirmed its fourth-quarter and full-year 2025 revenue and adjusted earnings guidance, but said its reported net loss and loss per share will reflect the charges, and it outlined a three-year financial outlook at its December 9 Investor Day.
Plan covers about 300 eliminated positions and about 300 roles shifted to growth areas or lower-cost locations.
Expected pretax charges total about $175 million: about $130 million cash-based, mostly paid over the next 2 years, and about $45 million non-cash asset impairments.
Impairments relate to closing the Kansas City, Missouri implant facility and exiting part of the Monheim, Germany facility.
Expected savings of about $25 million in 2026 and about $60 million in 2027; full-year 2025 revenue and adjusted earnings guidance reaffirmed.
G-III reported third-quarter fiscal 2026 results for the period ended October 31, 2025, with net sales down 9% to $988.6 million and GAAP diluted EPS of $1.84, versus $2.55 a year earlier. The company raised its fiscal 2026 GAAP diluted EPS guidance to $2.72 to $2.82 from $2.53 to $2.73 and declared its first quarterly dividend of $0.10 per share. Shareholders get a higher profit outlook and a new cash dividend, but sales and profit both declined from the prior-year quarter.
Q3 GAAP diluted EPS was $1.84 versus $2.55 a year earlier; non-GAAP diluted EPS was $1.90 versus $2.59
Fiscal 2026 GAAP diluted EPS guidance raised to $2.72 to $2.82 from $2.53 to $2.73; net sales guidance cut to about $2.98 billion from $3.02 billion
Gross tariff impact now estimated at about $135 million, with $65 million remaining unmitigated and reflected in guidance
Initial quarterly dividend of $0.10 per share; record date December 15, 2025; payment date December 29, 2025
AutoZone reported first-quarter fiscal 2026 results for the 12 weeks ended November 22, 2025, with net sales up 8.2% to $4.6 billion and total company same store sales up 4.7% in constant currency. Profit declined: operating profit fell 6.8% to $784.2 million and diluted EPS was $31.04 versus $32.52, as gross margin dropped 203 basis points largely due to a non-cash LIFO impact, and the filing gives no updated guidance.
Net sales were $4.6 billion, up 8.2% from the prior year; domestic same store sales rose 4.8% and total company same store sales rose 4.7% in constant currency.
Gross profit margin was 51.0%, down 203 basis points, driven by a 212 basis point non-cash LIFO impact; operating expenses were 34.0% of sales versus 33.3% last year.
Net income was $530.8 million versus $564.9 million, and the company repurchased $431.1 million of stock in the quarter, with $1.7 billion remaining under its authorization.
The company opened 53 net new stores globally in the quarter, bringing its total store count to 7,710.
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.