The results are always in flux nowadays. Sites move up and down almost by the hour, even for long tail keywords. So it is hard to define if there is something cooking. I believe right now, there is:
For terms I am looking for, the SERPS just shifted from showing a subpage of a domain for a company search to showing the homepage url. The breadcrumb line changed to the fully fledged multi-column display.
That happened now 3 times in the past hour to me changing back and forth (logged out) and for those who watch: I think some Panda 2.5 tweaks are currently on the way - wishful thinking?