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).
Toro completed its purchase of Tornado Infrastructure Equipment Ltd., a Calgary-based maker of vacuum trucks, on December 8, 2025, for CAD $1.92 per share, or $279 million (CAD) on a fully diluted equity basis. The company expects the deal to be neutral to adjusted earnings per share in the first year and increasingly accretive after that, and it will give Tornado's 2026 contribution guidance on its December 17, 2025 earnings call. Separately, the board raised the quarterly dividend to $0.39 per share and authorized up to 6 million more shares for repurchase.
Acquisition completed December 8, 2025, at CAD $1.92 per share, a total fully diluted equity value of $279 million (CAD), funded with cash on hand, revolver borrowings and other financial arrangements.
Tornado generated net sales of about $161 million (CAD) in the 12 months ended September 30, 2025; the company expects the deal to be neutral to adjusted EPS in year one.
Expected annual run-rate cost synergies of $3 million (USD) over three years.
Quarterly dividend raised to $0.39 per share from $0.38, payable January 12, 2026, to holders of record on December 22, 2025; total repurchase authorization now 10,391,790 shares.
Casey's reported second-quarter results for the period ended October 31, 2025, with diluted EPS of $5.53, up 14.0% from $4.85 a year earlier, and net income of $206.3 million. The company also raised its fiscal 2026 EBITDA outlook to a 15% to 17% increase, which matters to shareholders because it points to higher expected earnings for the full year.
Diluted EPS was $5.53 versus $4.85 a year earlier, up 14.0%; net income was $206.3 million.
EBITDA was $410.1 million, up 17.5%; inside same-store sales rose 3.3%.
Fiscal 2026 EBITDA is now expected to rise 15% to 17%, and inside same-store sales are expected to rise 3% to 4%.
The Board approved a quarterly dividend of $0.57 per share, payable February 13, 2026.
STAAR Surgical entered Amendment No. 2 to its merger agreement with Alcon Research, LLC and Rascasse Merger Sub, Inc. on December 9, 2025. The amendment raises the cash consideration for each STAAR common share to $30.75 from $28.00 if the merger is completed, and changes how certain equity awards and 280G tax gross-ups are handled.
Merger consideration increased to $30.75 per share in cash, without interest, from $28.00 per share
Amendment converts certain restricted stock units and performance-based awards into Alcon Inc. restricted stock units, with performance deemed earned at 100% of target
Amendment eliminates 280G gross-ups and related tax indemnification arrangements; director awards vest at closing
Ollie's reported third-quarter fiscal 2025 net sales of $613.6 million, up 18.6%, and net income of $46.2 million, or $0.75 per diluted share, versus $0.58 a year earlier. The company raised its full-year fiscal 2025 net sales and adjusted earnings per share outlook, which gives shareholders a higher expected range for the year.
Q3 net sales rose 18.6% to $613.6 million; comparable store sales rose 3.3%
Diluted EPS was $0.75 versus $0.58; adjusted EPS rose 29.3% to $0.75
Fiscal 2025 net sales outlook raised to $2.648 billion to $2.655 billion from $2.631 billion to $2.644 billion
Fiscal 2025 adjusted EPS outlook raised to $3.81 to $3.87 from $3.76 to $3.84; gross margin decreased 10 basis points to 41.3% on tariff costs
Ferguson Enterprises reported results for the quarter ended October 31, 2025, with net sales of $8.2 billion, up 5.1%, and reported diluted earnings per share of $2.90, up 23.9%. It now expects calendar 2025 net sales growth of about 5%, compared with mid-single digit growth previously, and raised the low end of its adjusted operating margin range to 9.4%-9.6%. For shareholders, the filing shows higher sales and profit, along with a quarterly dividend of $0.89, up 7%.
Net sales of $8.2 billion, up 5.1%; reported diluted EPS of $2.90, up 23.9%; adjusted diluted EPS of $2.84, up 15.9%
Calendar 2025 guidance: net sales growth about 5% (prior: mid-single digit); adjusted operating margin 9.4%-9.6% (prior: 9.2%-9.6%)
US non-residential revenue rose 12% in the quarter, while US residential revenue fell 1%
Share repurchases of $208 million in the quarter; quarterly dividend of $0.89 payable February 27, 2026
Korn Ferry reported second quarter fiscal 2026 fee revenue of $721.7 million, up 7% from a year earlier, and diluted earnings per share of $1.36, up 19%. Net income attributable to Korn Ferry rose 19% to $72.4 million, and the company guided third quarter diluted EPS to $1.15 to $1.21, below the $1.36 reported in the quarter just ended.
Q2 fee revenue $721.7 million, up 7% year over year (6% at constant currency)
Net income attributable to Korn Ferry $72.4 million; diluted EPS $1.36 vs. $1.14; adjusted diluted EPS $1.33 vs. $1.21
Estimated remaining fees under existing contracts $1.842 billion at quarter end, up 20%
Q3 fiscal 2026 fee revenue expected between $680 million and $694 million; diluted EPS $1.15 to $1.21
Core & Main reported fiscal third-quarter net sales of $2,062 million, up 1.2%, and diluted earnings per share of $0.72, up 4.3%, while Adjusted EBITDA fell 1.1% to $274 million. The company reaffirmed its full-year fiscal 2025 outlook and its board raised the share repurchase authorization by $500 million to $1 billion, which could reduce the share count for existing shareholders.
Net sales rose 1.2% to $2,062 million; net income rose 2.1% to $143 million
Diluted EPS rose 4.3% to $0.72; Adjusted EBITDA fell 1.1% to $274 million
Full-year fiscal 2025 outlook reaffirmed, including net sales of $7,600 to $7,700 million
About $316 million of Class A shares repurchased as of December 8, 2025, leaving about $684 million available
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.