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).
Worthington Steel reported fiscal 2026 second-quarter results for the three months ended November 30, 2025, with net sales up 18% and net earnings attributable to the controlling interest up to $18.8 million from $12.8 million. The board also declared a quarterly dividend of $0.16 per share, which shareholders of record on March 13, 2026 will receive on March 27, 2026.
Net sales of $871.9 million, up from $739.0 million a year earlier, driven mainly by higher direct volumes
Diluted EPS attributable to controlling interest of $0.37 vs. $0.25; adjusted diluted EPS of $0.38 vs. $0.19
Operating income of $21.7 million vs. $18.9 million; toll volumes fell 24% year over year
Quarterly dividend of $0.16 per share, payable March 27, 2026, to holders of record on March 13, 2026
Worthington Enterprises reported unaudited second-quarter fiscal 2026 results for the quarter ended November 30, 2025, with net sales up 19.5% to $327 million and adjusted earnings per share up to $0.65 from $0.60. GAAP earnings per share were $0.55 versus $0.56 a year earlier, and gross margin fell to 25.8% from 27.0%. The company also said it plans to acquire LSI for about $205 million, with closing expected in January 2026.
Net sales were $327 million, up from $274 million; the Elgen acquisition contributed $25 million.
GAAP EPS was $0.55 versus $0.56 a year earlier; adjusted EPS was $0.65 versus $0.60.
Adjusted EBITDA was $60 million versus $56 million; gross margin was 25.8% versus 27.0%.
The planned LSI acquisition has a purchase price of about $205 million and is expected to close in January 2026.
Carnival reported record full-year 2025 revenue of $26.6 billion and adjusted net income of $3.1 billion, up over 60 percent, with fourth-quarter revenue of $6.3 billion and net income of $422 million. The board reinstated a quarterly dividend of $0.15 per share and guided to full-year 2026 adjusted net income of $3.5 billion. The company also proposed unifying its dual-listed structure into a single Carnival Corporation listing on the New York Stock Exchange, subject to shareholder and court approvals.
Full-year 2025 net income was $2.8 billion and adjusted net income was $3.1 billion, up over 60 percent.
Fourth-quarter 2025 revenue was $6.3 billion, up nearly $400 million, and diluted EPS was $0.31 on net income of $422 million.
Initial dividend of $0.15 per share has a record date of February 13, 2026 and a payment date of February 27, 2026.
2026 outlook calls for adjusted net income up approximately 12 percent, or $3.5 billion, with shareholder meetings planned for April 2026.
Winnebago Industries reported first quarter fiscal 2026 net revenues of $702.7 million, up 12.3% from $625.6 million a year earlier, and net income of $5.5 million, or $0.19 per diluted share, compared with a net loss of $5.2 million a year earlier. The company raised its fiscal 2026 consolidated net revenue range and its reported and adjusted earnings per share guidance ranges, which sets a higher outlook for shareholders for the year.
Net revenues rose 12.3% to $702.7 million; gross profit margin was 12.7% versus 12.3% a year earlier.
Adjusted EBITDA was $30.2 million, up 109.7% from $14.4 million.
Fiscal 2026 reported EPS guidance is now $1.40 to $2.10, up from $1.25 to $1.95; adjusted EPS guidance is $2.10 to $2.80, up from $2.00 to $2.70.
Management expects second quarter fiscal 2026 results to be stronger than a year earlier but seasonally lower than the first quarter; quarterly dividend of $0.35 per share is 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.