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).
Shake Shack released preliminary unaudited results for the fourth quarter and fiscal 2025, showing total revenue of $400.5 million for the quarter and $1.45 billion for the year, with same-Shack sales up 2.1% and 2.3%. The company said the last six weeks of the quarter did not meet its expectations because of inclement weather, and it issued initial fiscal 2026 guidance of $1.6 billion to $1.7 billion in total revenue and $237.0 million to $245.0 million in adjusted EBITDA. The figures remain subject to audit and the Form 10-K.
4Q25 total revenue of $400.5 million; FY25 total revenue of $1.45 billion
Same-Shack sales up 2.1% in 4Q25 and 2.3% in FY25; last six weeks of 4Q25 missed expectations due to weather
FY26 guidance: net income of $50.0 million to $60.0 million and adjusted EBITDA of $237.0 million to $245.0 million
45 Company-operated Shacks opened in FY25; 55 to 60 planned for 2026
Inspire Medical Systems reported preliminary, unaudited revenue for the fourth quarter and full year 2025, with full-year revenue up about 14% from 2024, and gave initial 2026 revenue guidance of $1,003 million to $1,013 million, a 10% to 11% increase. The company said final results may differ and the audit is not complete. It also named Matthew Osberg as Chief Financial Officer, starting January 19, 2026, succeeding interim CFO Richard Buchholz.
Q4 2025 revenue preliminarily estimated at $268.9 million to $269.1 million, about 12% higher than Q4 2024
Full-year 2025 revenue preliminarily estimated at $911.8 million to $912.0 million, about 14% higher than 2024
2026 revenue guidance of $1,003 million to $1,013 million, reaffirmed from the outlook given on the third-quarter 2025 call; excludes any increase from reimbursement
Matthew Osberg's start date is January 19, 2026; his CFO appointment is effective after the 2025 Form 10-K is filed, with a $650,000 base salary and a $600,000 sign-on bonus
EOG Resources filed an 8-K under Item 2.02 that covers its price risk management for the fourth quarter of 2025. The excerpt shows EOG paid a net $21 million to settle financial commodity derivative contracts, and it reports average Q4 2025 benchmark prices. The excerpt does not include revenue, profit, EPS or guidance, so it does not show whether results improved or declined.
Net cash paid for settlements of financial commodity derivative contracts in Q4 2025: $21 million
Q4 2025 NYMEX West Texas Intermediate crude averaged $59.17 per barrel; Henry Hub natural gas averaged $3.55 per million British thermal units
No cash received under the 10-year Brent Linked Gas Sales Contract; deliveries are expected to start in January 2027
BioMarin said at the J.P. Morgan Healthcare Conference that preliminary 2025 total revenue was about $3.2 billion, within its prior guidance, and that VOXZOGO sales were about $920 million. The company also expects a fourth-quarter 2025 Roctavian asset write-down of $230 million to $260 million, which reduces non-GAAP diluted EPS by $0.60 to $0.64 per share, while its non-GAAP EPS guidance excluding the write-down is unchanged.
Preliminary 2025 total revenue of about $3.2 billion, against prior guidance of $3.15 billion to $3.2 billion
VOXZOGO 2025 revenue of about $920 million, against prior guidance of $900 million to $935 million
Roctavian write-down of $230 million to $260 million in Q4 2025, with $120 million to $125 million reducing non-GAAP diluted EPS by $0.60 to $0.64 per share
Full fourth-quarter and 2025 results expected in February 2026; figures are unaudited and preliminary
Crescent Energy said it expects to report about $165 million of total cash received from hedge positions for the full year 2025 and about $84 million for the fourth quarter, based on preliminary figures. The company says the amounts are subject to change and final results will appear in its 2025 Form 10-K.
Full-year 2025 total cash received from hedges: approximately $165 million
Three months ended December 31, 2025 total cash received from hedges: approximately $84 million
Settlements of derivatives acquired in the SilverBow and Vital mergers contributed $83 million for the year and $34 million for the quarter
Final amounts to be reported in the 10-K for the year ended December 31, 2025
Exelixis said preliminary, unaudited fiscal 2025 net product revenue was about $2.123 billion and total revenue was about $2.320 billion. It also gave fiscal 2026 net product revenue guidance of $2.325 billion to $2.425 billion, which excludes any revenue from a potential zanzalintinib launch. The audit is ongoing, and final results are due February 10, 2026, so the figures could change.
Preliminary fiscal 2025 total revenues of about $2.320 billion and net product revenues of about $2.123 billion
Fiscal 2026 guidance: total revenues of $2.525 billion to $2.625 billion and net product revenues of $2.325 billion to $2.425 billion
Audited fiscal 2025 results are scheduled for release on February 10, 2026
An October 2025 buyback authorizes up to an additional $750 million of stock repurchases before December 31, 2026
Diamondback Energy disclosed fourth-quarter 2025 realized prices, derivative results and weighted average share counts in an Item 2.02 filing. The filing does not include revenue, net income, earnings per share or guidance, so shareholders cannot assess overall profitability from it.
Average unhedged realized oil price was $58.00 per barrel; hedged oil price was $57.07 per barrel.
Average unhedged natural gas price was $0.03 per Mcf and hedged price was $1.03 per Mcf; NGL price was $13.51 per barrel.
Expected total gain on derivative instruments was $192 million, including a $73 million net cash gain on settlements.
Basic and diluted weighted average shares outstanding were 285,789 thousand for the quarter.
Sarepta gave preliminary, unaudited fourth-quarter and full-year 2025 results at the J.P. Morgan Healthcare Conference, reporting $369.6 million in fourth-quarter net product revenue and $1.86 billion for the year. The company reconfirmed a yearly ELEVIDYS sales floor of $500.0 million but said it will not provide more detailed 2026 guidance until it evaluates its initiatives. Final results are due in late February 2026 and may differ materially from these figures.
Full-year 2025 total net product revenue of $1.86 billion; fourth quarter $369.6 million
ELEVIDYS fourth-quarter net product revenue of $110.4 million, affected by a severe flu season and rescheduling of 6 patient infusions into 2026
PMO net product revenue of $259.2 million in the fourth quarter and $965.6 million for the full year
Year-end 2025 cash, cash equivalents, restricted cash and investments of approximately $953.8 million; final results expected in late February 2026
PTC Therapeutics said preliminary, unaudited 2025 total product and royalty revenue was about $823.4 million, which it describes as exceeding its guidance. The company also guided to 2026 total product revenue of $700 million to $800 million, excluding Evrysdi royalty and collaboration revenue, and to GAAP R&D and SG&A expense of $775 million to $815 million. Final 2025 results remain subject to the year-end audit.
Unaudited 2025 total product and royalty revenue of about $823.4 million; unaudited total product revenue of about $587.8 million
Sephience unaudited Q4 2025 net revenue of about $92.5 million, including $81.6 million in the US and $10.9 million ex-US
2026 guidance: total product revenue of $700 million to $800 million, excluding Evrysdi royalty and collaboration revenue
2026 GAAP R&D and SG&A expense guidance of $775 million to $815 million, or $680 million to $720 million excluding about $95 million of non-cash stock-based compensation
Danaher estimated that fourth-quarter 2025 revenue rose in the mid-single digit percent range year over year, with non-GAAP core revenue growth toward the high end of its low-single digit guidance. It also expects full-year 2025 non-GAAP adjusted diluted EPS toward the high end of its $7.70 to $7.80 guidance range, which suggests results came in at or above the company's prior outlook. These figures are preliminary estimates ahead of the January 28, 2026 earnings call.
Q4 2025 estimated revenue growth: mid-single digit percent range year over year
Q4 2025 non-GAAP core revenue growth expected toward the high end of low-single digit guidance
FY 2025 non-GAAP adjusted diluted EPS expected toward the high end of the $7.70 to $7.80 range
CEO Rainer M. Blair to comment at J.P. Morgan Healthcare Conference on January 13, 2026; earnings call January 28, 2026
Concentra published a presentation for the J.P. Morgan Healthcare Conference, to be given January 14, 2026, with preliminary, unaudited Q4 2025 operational metrics. The filing shows early visits-per-day growth but no revenue, profit or earnings per share figures for the quarter, which the company says will come in late January.
Early look shows Q4 2025 visits per day up year over year at +3.4%, +9.1%, +2.3% and +9.4% across total company (excluding Nova), workers' compensation and employer services.
Concentra repurchased about 1.1 million shares in Q4 2025.
Late January: Q4 and FY 2025 flash results and 2026 guidance; regularly scheduled Q4 earnings call in late February.
Presentation lists FY 2025 guidance of $2.145 billion to $2.160 billion in revenue and $425 million to $430 million in Adjusted EBITDA.
Harmony Biosciences said preliminary unaudited WAKIX net product revenue was about $868 million for 2025, up from $714.7 million in 2024, and about $243 million for the fourth quarter, up from $201.3 million a year earlier. It also issued 2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion and said it is phasing out its ZYN002 Fragile X program. The figures are unaudited and may change after year-end closing and auditor review.
Preliminary 2025 WAKIX net product revenue of about $868 million, versus $714.7 million in 2024 (about 21% growth)
Q4 2025 preliminary net product revenue of about $243 million, versus $201.3 million in Q4 2024
2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion for the year ending December 31, 2026
ZYN002 Fragile X program being phased out after review of RECONNECT study data; 22q deletion indication no longer pursued
BioLife Solutions reported preliminary, unaudited revenue from continuing operations of $96.2 million for 2025, up 29% from 2024, and $24.8 million for the fourth quarter, up 20%. The full-year figure exceeded the top of the guidance range raised in November 2025 ($95.0 million to $96.0 million, adjusted for the evo sale). The company said final results may differ and will provide 2026 guidance with its complete 2025 results in February.
Full-year 2025 revenue from continuing operations: $96.2 million, up from $74.6 million in 2024
Fourth-quarter 2025 revenue: $24.8 million, up from $20.7 million a year earlier
Full-year revenue exceeded the top of the raised guidance range of $95.0 million to $96.0 million
About $1.3 million in biopreservation media revenue was accelerated into the third quarter of 2025 at a customer's request, so it is not in fourth-quarter revenue
Alkermes furnished a corporate presentation for the J.P. Morgan Healthcare Conference that includes preliminary, unaudited estimated total revenues for 2025. The filing says these figures may change after the company completes its year-end financial statement review, and it gives no prior-year comparison or profit figures.
Presentation states the commercial business generated total revenues above $1.45 billion in 2025.
Revenue figures are preliminary and unaudited and subject to change after the year-end review.
Presentation was made available January 12, 2026, for a J.P. Morgan Healthcare Conference presentation on January 13, 2026.
The planned Avadel acquisition is expected to close in Q1 2026.
Krystal Biotech disclosed preliminary, unaudited 2025 results ahead of its J.P. Morgan Healthcare Conference presentation on January 12, 2026, including VYJUVEK net product revenue and cash of about $955 million as of December 31, 2025. It also gave 2026 combined non-GAAP R&D and SG&A expense guidance of $175 million to $195 million. The company said its audit is ongoing and the figures could change, with full 2025 results due in February 2026.
Preliminary Q4 2025 VYJUVEK net product revenue of $106 million to $107 million; full year 2025 of $388 million to $389 million
Cash, cash equivalents and investments of approximately $955 million as of December 31, 2025
2026 combined non-GAAP R&D and SG&A expense guidance of $175 million to $195 million, excluding stock-based compensation
Figures are unaudited and subject to change; full 2025 results to be reported in February 2026
DexCom reported preliminary, unaudited revenue of about $4.662 billion for fiscal 2025, up 16% from 2024, and about $1.260 billion for the fourth quarter, up 13%. It also gave an initial 2026 total revenue outlook of $5.16-$5.25 billion, growth of about 11-13%, with non-GAAP gross and operating margin targets, and said audited results will follow on February 12, 2026.
Fourth-quarter 2025 revenue of about $1.260 billion, up 13%: U.S. about $892 million (up 11%), international about $368 million (up 18%)
Fiscal 2025 preliminary revenue of about $4.662 billion, up 16%, which the company says exceeded the high end of its guidance
2026 outlook: total revenue of $5.16-$5.25 billion, non-GAAP gross profit margin of about 63-64% and non-GAAP operating margin of about 22-23%
2025 margin guidance reiterated at about 61% non-GAAP gross margin and 20-21% non-GAAP operating margin; audited results due February 12, 2026
Sotera Health said preliminary full-year 2025 revenue is expected to surpass $1.16 billion, an increase of at least 5.5% year over year, within the guidance it gave with its third-quarter results. The figures are preliminary and remain subject to year-end closing procedures and audit, and the company will release full results and 2026 outlook on February 24, 2026.
Preliminary 2025 revenue expected to surpass $1.16 billion, up at least 5.5% year over year (5.0% on a constant-currency basis)
Revenue approximation is within the guidance given at the third-quarter 2025 earnings release
Figures are unaudited and subject to completion of year-end closing and audit
Full-year 2025 results and 2026 outlook scheduled for February 24, 2026
NeoGenomics said it expects preliminary, unaudited fourth-quarter 2025 revenue of about $190 million, up 11% year over year, and full-year 2025 revenue of about $727 million, up 10%. The company also announced that CFO Jeff Sherman will retire, with Abhishek Jain, formerly CFO of CareDx, becoming Chief Financial Officer on March 2, 2026. The revenue figures are not audited and may change, and the company plans to report full results on its February 2026 earnings call.
Preliminary Q4 2025 revenue of about $190 million, up 11% year over year; full-year 2025 revenue of about $727 million, up 10%
Figures are unaudited, based on management estimates, not reviewed by auditors, and subject to change
Jeff Sherman moves to Executive Vice President, Finance on March 2, 2026, retires April 14, 2026, then serves as special advisor through April 2028
Abhishek Jain to become CFO on March 2, 2026; $520,000 base salary, 60% target bonus, initial equity grant of $2,750,000
Moderna issued preliminary, unaudited 2025 results at the J.P. Morgan Healthcare Conference. Expected revenue of about $1.9 billion is $100 million above the midpoint of its prior $1.6 to $2.0 billion range, and expected GAAP operating expenses were lowered by $200 million. The audit is ongoing and figures could change, and full results are due February 13, 2026.
2025 revenue expected at about $1.9 billion (unaudited), $100 million above the midpoint of the $1.6 to $2.0 billion range from the 3Q25 call
2025 GAAP operating expenses now expected at $5.0 to $5.2 billion (unaudited), an improvement of $200 million
Year-end 2025 cash, cash equivalents and investments expected at about $8.1 billion, including a $0.6 billion draw on a $1.5 billion term loan
2026 framework reiterated: up to 10% revenue growth and about $4.9 billion in GAAP operating expenses
At the J.P. Morgan Healthcare Conference on January 12, 2026, Regeneron disclosed preliminary, unaudited fourth-quarter and full-year 2025 information. The company expects an acquired in-process R&D charge of about $19 million pre-tax, reducing both GAAP and non-GAAP diluted EPS by about $0.14, and about $60 million in matching donations to the Good Days retinal disease fund recorded to SG&A. Shareholders should note that the results are not final and remain subject to closing procedures.
Acquired IPR&D charge of about $19 million pre-tax lowers Q4 2025 GAAP and non-GAAP diluted EPS by about $0.14
Matching program contribution of about $60 million tied to donations to the Good Days Retinal Vascular and Neovascular Disease Fund, recorded to SG&A
Company says results are preliminary and unaudited, and actual results may differ; formal 2026 guidance to come with Q4 2025 earnings
About $3.8 billion returned to shareholders in 2025 and about $1.5 billion remaining under the share repurchase program as of December 31, 2025
Veracyte preliminarily estimated full-year 2025 total revenue of $515 million to $517 million, up about 16%, and fourth-quarter revenue of $138 million to $140 million. The figures are unaudited and may change when audited results are released, expected in February 2026. The company also initiated 2026 total revenue guidance of $570 million to $582 million, or 10% to 13% growth.
Full-year 2025 testing volume of approximately 169,700 tests, up 19%
Fourth-quarter 2025 total revenue of $138 million to $140 million, up 16% to 18% from a year earlier
2026 guidance: total revenue of $570 million to $582 million and adjusted EBITDA margin of 25%
Audited full-year 2025 results to be reported on an earnings call in February 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.