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).
Biogen said its fourth-quarter 2025 GAAP and non-GAAP results will include about $222 million in pre-tax acquired in-process R&D, upfront and milestone expense. The company said this charge will reduce fourth-quarter 2025 net income per diluted share by about $1.26. Results for the quarter are not final and may differ from these preliminary estimates.
Estimated pre-tax acquired in-process R&D, upfront and milestone expense: about $222 million for Q4 2025
Estimated impact on GAAP and non-GAAP net income per diluted share: about $1.26 reduction
Quarter ended December 31, 2025 results have not been finalized and are subject to closing procedures
Impinj said it expects fourth-quarter 2025 revenue near the high end of its prior guidance of $90.0 to $93.0 million and adjusted EBITDA above the midpoint of its prior guidance of $15.4 to $16.9 million. These figures are preliminary and unaudited, and the company says actual results could differ materially; full results are due February 5, 2026.
Q4 2025 revenue expected near the high end of the prior guidance range of $90.0 to $93.0 million
Q4 2025 adjusted EBITDA expected above the midpoint of the prior guidance range of $15.4 to $16.9 million
Full-year and Q4 2025 results to be released after U.S. markets close on February 5, 2026
CEO Chris Diorio and CFO Cary Baker to speak at a fireside chat on January 14, 2026, at 11:45 a.m. ET
Glaukos said preliminary, unaudited net sales were about $143 million for the fourth quarter of 2025, up 36% year over year, and about $507 million for full-year 2025, up 32%. The company also reaffirmed its 2026 net sales guidance of $600 million to $620 million, and reported about $283 million in cash, cash equivalents, short-term investments and restricted cash with no debt.
Q4 2025 preliminary net sales of about $143 million, up 36% from the same period in 2024
Full-year 2025 preliminary net sales of about $507 million, up 32% from 2024
2026 net sales guidance of $600 million to $620 million reaffirmed
About $283 million in cash and investments at year-end 2025 and no debt; full results due February 17, 2026
JPMorgan Chase reported fourth-quarter 2025 net income of $13.0B, down 7% from a year earlier, and diluted EPS of $4.63, while managed revenue rose 7% to $46.8B. Results include a $2.2B credit reserve for the forward purchase commitment of the Apple credit card portfolio; the filing says excluding this item, net income would have been $14.7B and EPS $5.23.
4Q25 net income $13.0B, down 7% YoY; diluted EPS $4.63; managed revenue $46.8B, up 7% YoY
$2.2B reserve for the Apple credit card forward purchase commitment; after tax, $1.7B, or $0.60 per share
FY2025 net income $57.0B, down 2% YoY; diluted EPS $20.02
2026 outlook: net interest income of ~$103B, net interest income ex. Markets of ~$95B, adjusted expense of ~$105B, all market dependent
Illumina released unaudited preliminary results for the fourth quarter and fiscal year 2025 ahead of a J.P. Morgan Healthcare Conference webcast on January 13, 2026. Fourth-quarter revenue rose 5% to about $1.155 billion, while full-year revenue was flat at about $4.34 billion. The company said the figures are subject to audit and adjustment, and full results are due February 5, 2026.
Q4 2025 revenue of about $1.155 billion, up 5% from Q4 2024 (up 4% on a constant currency basis)
Q4 2025 ex-China revenue of about $1.100 billion, up 7% from Q4 2024
Preliminary GAAP diluted EPS of $2.14 to $2.17 for Q4 and $5.42 to $5.45 for fiscal 2025; non-GAAP diluted EPS of $1.27 to $1.30 for Q4 and $4.76 to $4.79 for fiscal 2025
Full fourth-quarter and fiscal 2025 results are scheduled after market close on February 5, 2026
Vericel released preliminary, unaudited 2025 results on January 13, 2026, ahead of its January 14 presentation at the J.P. Morgan Healthcare Conference. The company expects total net revenue of about $276 million, GAAP net income for a second consecutive year, and $200 million in cash and investments with no debt. The figures are subject to change and may differ materially from the audited statements.
Total net revenue expected at approximately $276 million, including MACI net revenue of $239.5 million and Burn Care net revenue of $36.5 million
Gross margin expected at 74% and adjusted EBITDA margin at 26%
GAAP net income profitability expected for the second consecutive year
Fourth-quarter total revenue and MACI revenue each grew 23%; PricewaterhouseCoopers has not audited the preliminary data
Ichor Holdings preliminarily expects fourth-quarter 2025 revenue and gross margin slightly above the midpoint of its November 3, 2025 guidance ranges. The results are unaudited and subject to change, and the company has not yet filed its 2025 annual report on Form 10-K. For the first quarter of 2026, it expects revenue of at least $240 million and sequential gross margin improvement.
Q4 2025 revenue and gross margin expected slightly above the midpoint of guidance given November 3, 2025
Q4 2025 figures are preliminary, unaudited and subject to completion and audit procedures
Q1 2026 outlook: revenue of at least $240 million and sequential gross margin improvement versus Q4 2025
Details to be discussed on the Q4 2025 earnings call and webcast scheduled for February 9, 2026
Concentrix reported fourth-quarter and fiscal 2025 results (ended November 30, 2025) with revenue up 4.3% in the quarter and 2.2% for the year. A non-cash goodwill impairment charge of $1,523.3 million produced a fourth-quarter diluted loss of $23.85 per share and a fiscal-year net loss of $1,278.9 million, while non-GAAP diluted EPS fell 9.5% in the quarter. The company also issued fiscal 2026 guidance calling for revenue of $10.035 billion to $10.180 billion and non-GAAP diluted EPS of $11.48 to $12.07.
Q4 revenue was $2,552.9 million, up 4.3% year-on-year; non-GAAP diluted EPS was $2.95 versus $3.26 a year earlier
Fiscal 2025 diluted loss per share was $(20.36) including the $1,523.3 million goodwill impairment, compared with $3.71 of diluted EPS in fiscal 2024
Fiscal 2026 guidance: reported revenue of $10.035 billion to $10.180 billion; non-GAAP diluted EPS of $11.48 to $12.07; adjusted free cash flow of $630 million to $650 million
Quarterly dividend of $0.36 per share declared, payable February 10, 2026, to holders of record on January 30, 2026
JPMorgan Chase reported fourth-quarter 2025 net income of $13.0 billion, or $4.63 per diluted share, down from $14.0 billion, or $4.81 per share, a year earlier. The results include a $2.2 billion credit reserve for the forward purchase commitment of the Apple credit card portfolio; excluding that item, net income was $14.7 billion, or $5.23 per share, while managed net revenue rose 7% to $46.8 billion.
Q4 2025 net income $13.0 billion, down 7% year over year; diluted EPS $4.63, down 4%
Apple credit card reserve of $2.2 billion reduced EPS by $0.60; excluding it, net income was $14.7 billion ($5.23 per share)
Managed net revenue $46.8 billion, up 7%; noninterest expense $24.0 billion, up 5%
Full-year 2025 net income $57.0 billion ($20.02 per share); quarterly dividend $1.50 per share
BNY reported fourth-quarter 2025 results, with diluted earnings per share of $2.02, up from $1.54 a year earlier, and $2.08 excluding notable items. Total revenue rose 7% to $5.2 billion, while noninterest expense was flat at $3.4 billion, and the company returned $1.4 billion to common shareholders. For shareholders, the quarter shows higher profit and revenue, with a $51 million net charge tied mainly to severance.
Diluted EPS of $2.02 for Q4 2025, up 31% from Q4 2024; adjusted diluted EPS of $2.08, up 21%
Total revenue of $5.2 billion, up 7% year over year; net income applicable to common shareholders of $1.4 billion, up 26%
Full-year 2025 diluted EPS of $7.40, up 28%; net income applicable to common shareholders of $5.3 billion
Returned $1.4 billion to common shareholders in Q4, including $377 million in dividends and $1.0 billion in share repurchases
Delta reported December quarter 2025 GAAP earnings of $1.86 per diluted share, up from $1.29 a year earlier, on operating revenue of $16.0 billion, up 3%. The company guided to full-year 2026 EPS of $6.50 to $7.50, about 20% growth at the midpoint, and also agreed to buy 30 Boeing 787-10 aircraft with options for 30 more, with deliveries beginning in 2031.
Q4 2025 GAAP diluted EPS of $1.86 versus $1.29 in Q4 2024; net income of $1.2 billion versus $843 million
Full-year 2025 GAAP diluted EPS of $7.66 versus $5.33; full-year non-GAAP EPS of $5.82 versus $6.16 in 2024
2026 guidance: full-year EPS of $6.50 to $7.50 and March quarter 2026 total revenue up 5% to 7% year over year
January 12, 2026 agreement with The Boeing Company for 30 787-10 aircraft, with an option for 30 more
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.