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).
FedEx reported second-quarter fiscal 2026 results for the quarter ended November 30, 2025, with revenue of $23.5 billion, up 7% from $22.0 billion a year earlier, and GAAP net income of $956 million, up from $741 million. The company raised the low end of its fiscal 2026 revenue growth and diluted EPS forecasts, while the FedEx Freight spin-off remains on track for June 1, 2026, which matters to shareholders because it will create a separately traded company.
Q2 revenue $23.5 billion, up 7%; GAAP diluted EPS $4.04 vs. $3.03 a year earlier; adjusted diluted EPS $4.82 vs. $4.05.
Fiscal 2026 revenue growth forecast now 5% to 6% (prior 4% to 6%); diluted EPS before MTM pension adjustments now $14.80 to $16.00 (prior $14.20 to $16.00).
FedEx Freight segment GAAP operating income fell to $90 million from $312 million, with $152 million of spin-off costs in the quarter.
Repurchased $276 million of shares in Q2; $1.3 billion remained under the 2024 authorization as of November 30, 2025.
Scholastic reported fiscal second-quarter revenue of $551.1 million, up 1%, and diluted earnings per share of $2.17, up 27% from $1.71 a year earlier. The company affirmed its fiscal 2026 outlook for Adjusted EBITDA and free cash flow after adjusting for completed sale-leasebacks, and its board raised the share repurchase authorization to $150 million, an increase of $80 million, which matters to shareholders because it signals more capital returned to them.
Revenue rose 1% to $551.1 million, led by Children's Book Publishing and Distribution, while Education Solutions sales declined 13% to $62.2 million.
Diluted EPS was $2.17 versus $1.71; excluding one-time items, diluted EPS was $2.57 versus $1.82.
Fiscal 2026 Adjusted EBITDA outlook is $146 million to $156 million after a $14 million partial-year impact from the sale-leasebacks; free cash flow is forecast to exceed $430 million.
Sale-leasebacks generated an estimated $401 million in net proceeds after the quarter ended, and the buyback authorization now stands at $150 million.
Cintas reported fiscal 2026 second-quarter revenue of $2.80 billion, up 9.3% from a year earlier, and diluted EPS of $1.21, up 11.0%. The company raised its full fiscal 2026 revenue guidance to $11.15 billion to $11.22 billion and its diluted EPS guidance to $4.81 to $4.88. For shareholders, the quarter's growth and higher outlook are the key takeaways, and the company has returned $1.24 billion through buybacks and dividends in the first six months of the fiscal year.
Q2 revenue $2.80 billion, up 9.3%; organic revenue growth 8.6%
Q2 diluted EPS $1.21 vs. $1.09 a year earlier, up 11.0%
FY2026 revenue guidance raised from $11.06 billion-$11.18 billion to $11.15 billion-$11.22 billion
FY2026 diluted EPS guidance raised from $4.74-$4.86 to $4.81-$4.88
Darden reported fiscal 2026 second-quarter sales up 7.3% to $3.1 billion, with same-restaurant sales up 4.3%, and adjusted diluted EPS from continuing operations of $2.08, up 2.5%. The company also updated its full fiscal 2026 outlook, now calling for adjusted diluted EPS of $10.50 to $10.70, and declared a $1.50 quarterly dividend.
Q2 sales rose 7.3% to $3.1 billion; reported diluted EPS from continuing operations was $2.03, versus $1.82 a year earlier
Fiscal 2026 adjusted diluted EPS from continuing operations outlook is $10.50 to $10.70, including about $0.20 from the 53rd week
Quarterly dividend of $1.50 per share declared, payable February 2, 2026, to holders of record on January 9, 2026
Company repurchased $222 million of common stock in the quarter; $643 million remains under the $1 billion authorization
FactSet reported results for the first quarter of fiscal 2026, ended November 30, 2025, with GAAP revenue up 6.9% and GAAP diluted EPS up 4.4% from a year earlier. The company reaffirmed its fiscal 2026 outlook and its board raised the share repurchase authorization from $400 million to $1 billion, which matters to shareholders because it expands the capital available for buybacks while margins declined year over year.
GAAP revenues were $607.6 million, up 6.9% from $568.7 million; organic revenues grew 6.0% to $600.0 million.
GAAP diluted EPS was $4.06 versus $3.89; adjusted diluted EPS was $4.51, up 3.2%.
GAAP operating margin fell to 31.6% from 33.6%, and adjusted operating margin fell to 36.2% from 37.6%.
The board increased the repurchase authorization from $400 million to $1 billion; FactSet repurchased $139.9 million of stock in the quarter.
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.