924 material Form 8-K filings that 737 companies we cover made with the SEC in January 2026, 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).
CubeSmart furnished a January 2026 investor presentation under Item 2.02 and Item 7.01, with no new full-year results or new guidance in the filing. The slides show same-store revenue down 0.6% and same-store NOI down 1.1% for the year through September 30, 2025, with the full-year outlook still calling for same-store NOI to decline between 0.75% and 1.75%.
Year to date through September 30, 2025: same-store revenue down 0.6%, same-store expenses up 0.7%, same-store NOI down 1.1%
Full-year 2025 outlook: same-store NOI growth of (1.75%) to (0.75%); FFO, as adjusted, of $2.56 to $2.60 per share
Third-quarter 2025 FFO, as adjusted, of $0.65 per share
Bought the remaining 80% interest in the HVP IV joint venture for $452.8 million, including $44.4 million to repay debt, in February 2025
Globus Medical said preliminary unaudited sales were about $823.2 million for the fourth quarter of 2025 and about $2.936 billion for full year 2025, up 25.2% and 16.5% on an as-reported basis. The company also set 2026 revenue guidance of $3.18 billion to $3.22 billion and non-GAAP diluted EPS of $4.30 to $4.40, though the figures remain subject to change until final results are released on February 24, 2026.
Q4 2025 sales of approximately $823.2 million, up 25.2% from Q4 2024 on an as-reported basis
Q4 2025 base business revenue, excluding Nevro, was $723.3 million, up 10.0%, led by US Spine
FY2025 sales of approximately $2.936 billion, up 16.5%; 2026 revenue guidance $3.18 billion to $3.22 billion
2026 non-GAAP diluted EPS guidance of $4.30 to $4.40; final results due February 24, 2026
Jefferies Financial Group reported fourth-quarter 2025 results for the quarter ended November 30, 2025. Net revenues rose to $2.07 billion from $1.96 billion a year earlier, but net earnings attributable to common shareholders fell to $191 million, and diluted EPS from continuing operations fell to $0.87 from $0.91, partly reflecting a $30 million pre-tax markdown on its Point Bonita investment. The company also said the figures are preliminary and may be revised in its Form 10-K, which it expects to file on or about January 28, 2026.
Q4 2025 net revenues were $2.07 billion, compared with $1.96 billion in Q4 2024.
Net earnings attributable to common shareholders were $191 million, or $0.87 per diluted share from continuing operations, versus $206 million, or $0.91, a year earlier.
A $30 million pre-tax loss on the Point Bonita investment reduced results; excluding it, adjusted diluted EPS was $0.96.
The board declared a quarterly cash dividend of $0.40 per share, payable February 27, 2026, to holders of record on February 17, 2026.
AZZ reported third-quarter fiscal 2026 results for the period ended November 30, 2025, with sales up 5.5% to $425.7 million and GAAP diluted EPS up 21.4% to $1.36. The company also narrowed its full-year fiscal 2026 guidance, which it attributed to its confidence in business momentum as it moves into the fourth quarter.
Total sales of $425.7 million, up 5.5%; Metal Coatings sales rose 15.7% to $195.0 million while Precoat Metals fell 1.8% to $230.7 million
GAAP diluted EPS of $1.36, up 21.4%; adjusted diluted EPS of $1.52, up 9.4%; net income of $41.1 million
Adjusted EBITDA of $91.2 million versus $90.7 million a year earlier, with a margin of 21.4% versus 22.5%
Fiscal 2026 guidance narrowed: sales $1.625 to $1.7 billion, adjusted EBITDA $360 to $380 million, adjusted diluted EPS $5.90 to $6.20
PriceSmart reported fiscal first quarter 2026 results for the period ended November 30, 2025. Total revenues rose 9.9% to $1.38 billion and net income rose 7.3% to $40.2 million, or $1.29 per diluted share, compared with $1.21 a year earlier, while comparable net merchandise sales increased 8.0%.
Total revenues increased 9.9% to $1.38 billion from $1.26 billion a year earlier.
Net income was $40.2 million, or $1.29 per diluted share, versus $37.4 million, or $1.21 per diluted share.
Comparable net merchandise sales rose 8.0%, or 6.9% in constant currency; the company had 56 warehouse clubs at November 30, 2025, up from 54.
The company has purchased land for a tenth Costa Rica club in Ciudad Quesada, expected to open in fall 2026.
Constellation Brands reported third-quarter fiscal 2026 results for the quarter ended November 30, 2025, with net sales of $2.2 billion, down 10% from a year earlier, and reported diluted EPS of $2.88 versus $3.39. The company updated its fiscal 2026 reported EPS outlook to $9.72 to $10.02 and affirmed its comparable EPS outlook of $11.30 to $11.60, and it declared a quarterly dividend of $1.02 per Class A share.
Net sales were $2,222.8 million, down 10% from $2,463.8 million; Beer net sales fell 1% and Wine and Spirits net sales fell 51%, partly reflecting divestitures.
Reported EPS was $2.88 and comparable EPS was $3.06; reported operating income fell 13% to $692.0 million.
Fiscal 2026 reported EPS outlook was updated to $9.72 to $10.02; comparable EPS outlook of $11.30 to $11.60 was affirmed.
The company repurchased $824 million of shares year-to-date through December 2025 and declared a $1.02 dividend payable February 12, 2026, to holders of record as of January 29, 2026.
UniFirst reported first-quarter fiscal 2026 results for the period ended November 29, 2025. Revenue rose 2.7% to $621.3 million, but net income fell to $34.4 million from $43.1 million and diluted earnings per share fell to $1.89 from $2.31. The company reaffirmed its full-year fiscal 2026 guidance, which it had given on October 22, 2025.
Revenue increased 2.7% to $621.3 million from $604.9 million a year earlier.
Operating margin was 7.3% versus 9.2% in the prior year period, which the company attributed to planned investments in growth and digital transformation.
Full-year fiscal 2026 guidance was reaffirmed: revenue of $2.475 billion to $2.495 billion and diluted earnings per share of $6.58 to $6.98.
The company repurchased $31.7 million of shares and declared a quarterly dividend of $0.365 per share.
Albertsons reported third-quarter fiscal 2025 results for the 12 weeks ended November 29, 2025. Net sales and other revenue rose 1.9% to $19,123.7 million, but GAAP net income fell to $293.3 million ($0.55 per share) from $400.6 million ($0.69 per share), while adjusted net income per share rose to $0.72 from $0.71. The company also narrowed its fiscal 2025 outlook, with adjusted EBITDA guidance of $3.825 billion to $3.875 billion.
Identical sales rose 2.4%, with digital sales up 21% and loyalty members up 12% to 49.8 million.
Net income was $293.3 million, or $0.55 per share, versus $400.6 million, or $0.69 per share, a year earlier, which included an $81.0 million state tax benefit.
Adjusted EBITDA was $1,038.7 million, down from $1,065.1 million a year earlier.
Fiscal 2025 identical sales growth outlook narrowed to 2.2% to 2.5% from 2.2% to 2.75%; adjusted net income per share outlook narrowed to $2.08 to $2.16 from $2.06 to $2.19.
Apogee Enterprises reported third-quarter fiscal 2026 results for the quarter ended November 29, 2025. Net sales rose 2.1% to $348.6 million, helped by $18.4 million from the UW Solutions acquisition, but net earnings fell 21.2% to $16.5 million and diluted EPS fell to $0.77 from $0.96. The company also updated its fiscal 2026 outlook, which now projects net sales of about $1.39 billion and adjusted diluted EPS of $3.40 to $3.50, and expanded Project Fortify Phase 2 to about $28 million to $29 million in pre-tax charges.
Net sales were $348.6 million, up 2.1% from $341.3 million, including $18.4 million from UW Solutions
Net earnings were $16.5 million, down 21.2%; diluted EPS was $0.77 versus $0.96 a year earlier
Adjusted diluted EPS was $1.02 versus $1.19; adjusted EBITDA margin was 13.2% versus 13.4%
Fiscal 2026 outlook: net sales about $1.39 billion, diluted EPS $2.49 to $2.65, adjusted diluted EPS $3.40 to $3.50
MSC Industrial reported fiscal 2026 first-quarter results for the quarter ended November 29, 2025, with net sales up 4.0% to $965.7 million and income from operations up 5.5% to $76.2 million. Diluted EPS rose to $0.93 from $0.83, and adjusted diluted EPS rose to $0.99 from $0.86, so the headline profit and earnings measures improved for shareholders. The company gave a second-quarter outlook for average daily sales growth and adjusted operating margin, and its CEO said a soft start to the quarter, tied to holiday timing, is affecting that sales outlook.
Net sales of $965.7 million, up 4.0% from $928.5 million in the prior-year quarter
Diluted EPS of $0.93 vs. $0.83; adjusted diluted EPS of $0.99 vs. $0.86
Q2 outlook: average daily sales growth of 3.5% to 5.5% and adjusted operating margin of 7.3% to 7.9%
Full-year fiscal 2026 outlook for certain metrics was maintained; CEO cited a soft start to fiscal Q2 from holiday timing
Cal-Maine Foods reported fiscal 2026 second-quarter results for the period ended November 29, 2025. Net sales fell 19.4% to $769.5 million, and diluted earnings per share fell 52.3% to $2.13, as shell egg selling prices dropped 26.5%. The company also said it will pay a dividend of approximately $0.72 per share and repurchased $74.8 million of its stock during the quarter.
Net sales were $769.5 million, down 19.4% from $954.7 million a year earlier.
Net income attributable to Cal-Maine Foods was $102.8 million, down 53.1%; diluted EPS was $2.13 versus $4.47.
Shell egg sales fell 28.1%, with selling prices 26.5% lower and sales volume 2.2% lower.
Dividend of approximately $0.72 per share is payable February 12, 2026, to holders of record on 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.