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).
Tompkins Financial reported fourth-quarter 2025 GAAP diluted earnings per share of $6.70, up from $1.37 a year earlier, with net income of $96.2 million. The increase was driven mainly by a $188.2 million pre-tax gain on the sale of Tompkins Insurance Agencies to Arthur J. Gallagher & Co., partly offset by a $78.7 million pre-tax loss on securities sales. The company also declared a $0.67 per-share dividend, and its non-GAAP operating diluted EPS was $1.78.
GAAP diluted EPS of $6.70 for Q4 2025 vs. $1.37 for Q4 2024; net income of $96.2 million vs. $19.7 million
Sale of Tompkins Insurance Agencies to Arthur J. Gallagher & Co. for about $223.0 million in cash produced a $188.2 million pre-tax gain
Sale of $564.2 million of available-for-sale securities produced a $78.7 million pre-tax loss; non-GAAP operating diluted EPS was $1.78
Board declared $0.67 per share dividend on January 29, 2026, payable February 22, 2026, to holders of record February 13, 2026
Moog reported record fiscal first quarter 2026 net sales of $1.1 billion, up 21% from the prior-year quarter, and diluted earnings per share of $2.46, up 38%. The company raised its fiscal 2026 net sales and adjusted EPS guidance, while free cash flow was a use of $79 million in the quarter.
Net sales rose 21% to $1.1 billion; diluted EPS was $2.46 versus $1.78 a year earlier
FY 2026 net sales guidance raised to $4.3 billion from $4.2 billion; adjusted diluted EPS guidance raised to $10.20 from $10.00
Free cash flow was negative $79 million in the quarter, driven primarily by inventory build and payment timing
Board declared a quarterly dividend of $0.30 per share, payable February 26, 2026, to holders of record as of February 17, 2026
Franklin Resources reported first-quarter fiscal 2026 results for the quarter ended December 31, 2025, with net income attributable to the company of $255.5 million, or $0.46 per diluted share, up from $163.6 million, or $0.29, a year earlier. Operating revenues were $2,327.1 million, up 3% from a year earlier but down 1% from the prior quarter, and long-term net inflows were $28.0 billion. The company's own adjusted diluted earnings per share were $0.70, compared with $0.59 a year earlier.
Net income attributable to Franklin Resources was $255.5 million, or $0.46 per diluted share, versus $163.6 million, or $0.29, a year earlier and $117.6 million, or $0.21, in the prior quarter.
Operating revenues were $2,327.1 million, up 3% year over year and down 1% from the prior quarter; operating income was $281.0 million.
Long-term net inflows were $28.0 billion, compared with net outflows of $11.9 billion in the prior quarter; ending AUM was $1,684.0 billion.
Adjusted diluted earnings per share, a non-GAAP measure, were $0.70, versus $0.67 in the prior quarter and $0.59 a year earlier.
First Hawaiian reported fourth-quarter 2025 net income of $69.9 million, or $0.56 per diluted share, down from $73.8 million, or $0.59 per share, in the prior quarter but up from $52.5 million, or $0.41 per share, a year earlier. The Board also adopted a stock repurchase program of up to $250.0 million and declared a quarterly dividend of $0.26 per share.
Net income $69.9 million vs $73.8 million in Q3 2025 and $52.5 million in Q4 2024
Diluted EPS $0.56 vs $0.59 in Q3 2025 and $0.41 in Q4 2024
Provision for credit losses $7.7 million vs $4.5 million in Q3 2025
Board adopted a repurchase program for up to $250.0 million; quarterly dividend of $0.26 payable February 27, 2026
Alpha Metallurgical Resources reported preliminary, unaudited fourth quarter 2025 results with a net loss of $17.3 million, or $1.34 per diluted share, and Adjusted EBITDA of $28.5 million. CEO Andy Eidson said late-quarter pricing gains pushed most of the benefit into the first quarter of 2026, while full year costs were at the lower end of guidance. The company will release audited results on February 27, 2026, and the preliminary figures may change.
Net loss of $17.3 million, or $1.34 per diluted share, for the quarter ended December 31, 2025
Adjusted EBITDA of $28.5 million, excluding about $6 million in non-recurring costs from the November 2025 water inundation at the Rolling Thunder mine
Met segment sold 3.8 million tons at $115.31 per ton, with coal revenues of $519.1 million
Total liquidity of $524.3 million at December 31, 2025; about $20 million spent repurchasing roughly 113,000 shares in the fourth quarter
Gentex reported fourth-quarter 2025 consolidated net sales of $644.4 million, up 19% year over year with the VOXX acquisition included, and diluted EPS of $0.43 versus $0.39. Core Gentex sales were about flat at $541.0 million, while full-year 2025 diluted EPS fell to $1.74 from $1.76 and net income attributable to Gentex declined to $384.8 million from $404.5 million. The company also gave 2026 revenue guidance of $2.60 to $2.70 billion and 2027 revenue guidance of $2.75 to $2.85 billion.
Q4 2025 consolidated net sales $644.4 million, up from $541.6 million; core Gentex sales $541.0 million
WisdomTree reported fourth quarter 2025 operating revenues of $147.4 million and net income of $40.0 million, or $0.28 per diluted share, compared with $0.13 per share in the third quarter of 2025 and $0.18 in the fourth quarter of 2024. The company attributed the revenue growth mainly to the Ceres Acquisition, and its board declared a $0.03 quarterly dividend.
Operating revenues were $147.4 million, up 17.4% from the third quarter of 2025 and 33.2% from the fourth quarter of 2024.
Net income was $40.0 million, or $0.28 per diluted share, versus $27.3 million and $0.18 per share in the fourth quarter of 2024.
Ending assets under management were $144.5 billion, with net outflows of $0.3 billion in the quarter.
The $0.03 per share dividend is payable February 25, 2026 to stockholders of record on February 11, 2026.
Colgate-Palmolive reported fourth quarter 2025 net sales up 5.8% to $5,230 million, but GAAP diluted EPS was $(0.05) versus $0.90 a year earlier, driven by a $794 million after-tax goodwill and intangible asset impairment tied to the skin health business. Excluding these items, Base Business EPS rose 4% to $0.95. The company also guided 2026 net sales growth of 2% to 6% and GAAP double-digit EPS growth.
Q4 2025 net sales rose 5.8% to $5,230 million; organic sales rose 2.2%.
GAAP diluted EPS was $(0.05), down 106%, after a $794 million after-tax impairment charge on skin health goodwill and intangibles.
Base Business EPS rose 4% to $0.95; full-year 2025 GAAP EPS fell 25% to $2.63.
2026 guidance: net sales up 2% to 6%, organic sales growth of 1% to 4%, and GAAP double-digit EPS growth.
IES Holdings reported fiscal 2026 first-quarter revenue of $871 million, up 16%, and operating income of $97.7 million, up 31%. Diluted EPS was $4.51 versus $2.72, though the result includes a $16.9 million unrealized gain on marketable securities, and the company completed its $192.0 million acquisition of Gulf Island Fabrication after quarter end.
Revenue of $871 million, up 16% from $750 million; operating income of $97.7 million, up 31% from $74.6 million.
Diluted EPS of $4.51 vs $2.72; diluted adjusted EPS of $3.71 vs $2.64, excluding the $16.9 million securities gain.
Residential revenue fell 11% to $284.1 million, and segment operating income dropped to $8.9 million from $23.8 million.
Acquired Gulf Island Fabrication in January 2026 for an aggregate equity value of $192.0 million; the company reported $88.8 million cash and no debt at quarter end.
Air Products reported first quarter fiscal 2026 results on January 30, 2026, with GAAP operating income of $735 million, up 14%, and GAAP EPS of $3.04, up 10%. Adjusted EPS of $3.16 was above the top end of the company's guidance, and it kept its full-year fiscal 2026 adjusted EPS guidance of $12.85 to $13.15, which matters to shareholders because it signals management's expectations for the year.
First quarter sales of $3.1 billion rose 6%, while volumes were flat due to lower helium demand.
Adjusted EPS of $3.16 rose 10% and exceeded the top end of prior guidance; adjusted operating income of $757 million rose 12%.
Fiscal 2026 second quarter adjusted EPS guidance is $2.95 to $3.10; full-year capital expenditures are still expected to be about $4.0 billion.
Quarterly dividend increased to $1.81 per share, the 44th consecutive year of dividend increases.
Church & Dwight reported fourth-quarter 2025 net sales of $1,644.2 million, up 3.9%, and adjusted EPS of $0.86, up 11.7%, while reported EPS fell to $0.60 after a $45.6 million after-tax charge tied to its VMS exit. For 2026, the company expects organic sales growth of 3% to 4% and adjusted EPS growth of 5% to 8%, while reported sales are expected to decline 0.5% to 1.5% because of 2025 business exits.
Q4 2025 organic sales rose 0.7%, below the company's outlook of approximately 1.5%.
Full-year 2025 net sales were $6,203.2 million, up 1.6%, and reported diluted EPS was $3.02 versus $2.37 in 2024.
The quarterly dividend rises 4.2% to $0.3075 per share, payable March 2, 2026.
The company expects Q1 2026 adjusted EPS of $0.92 per share and repurchased $900 million of shares in 2025.
Charter Communications reported fourth-quarter 2025 revenue of $13.6 billion, down 2.3% year over year, and net income attributable to Charter shareholders of $1.3 billion, down 9.1%. Fourth-quarter Adjusted EBITDA fell 1.2% to $5.7 billion, while full-year 2025 free cash flow rose to $5.0 billion from $4.3 billion, and the company expects 2026 capital expenditures of approximately $11.4 billion.
Fourth-quarter revenue was $13.6 billion, down 2.3%, driven by lower residential video and political advertising revenue.
Fourth-quarter net income attributable to Charter shareholders was $1.3 billion, compared with $1.5 billion a year earlier.
Total Internet customers declined by 119,000 in the quarter to 29.7 million, while total mobile lines rose by 428,000 to 11.8 million.
Full-year 2025 free cash flow was $5.0 billion, up from $4.3 billion; Charter expects full-year 2026 capital expenditures of approximately $11.4 billion.
American Express reported full-year 2025 revenue net of interest expense of $72.2 billion, up 10%, and diluted EPS of $15.38, up 10% from $14.01. The company forecast 2026 revenue growth of 9% to 10% and EPS of $17.30 to $17.90, and plans to raise its quarterly dividend about 16%. These figures point to continued growth and higher dividend payments for shareholders, though the 2026 outlook is forward-looking and subject to the risks listed in the filing.
Full-year 2025 net income was $10.8 billion, up 7% from $10.1 billion; EPS excluding the prior-year Accertify gain rose 15% to $15.38.
Fourth-quarter 2025 net income was $2.46 billion, up 13%, and diluted EPS was $3.53, up 16%.
2026 guidance calls for revenue growth of 9% to 10% and EPS of $17.30 to $17.90.
The quarterly dividend is planned to rise about 16%, from $0.82 to $0.95 per share, starting with the first-quarter 2026 declaration.
Regeneron reported fourth quarter 2025 total revenues of $3.9 billion, up 3% from a year earlier, while fourth quarter GAAP earnings per diluted share fell 2% to $7.86. For full year 2025, revenues rose 1% to $14.3 billion and GAAP EPS rose 8% to $41.48, and the company also gave full year 2026 financial guidance.
Q4 2025 total revenues were $3,884 million, up 3% from $3,789 million in Q4 2024.
Q4 2025 GAAP EPS was $7.86 versus $8.06; non-GAAP EPS was $11.44 versus $12.07.
Full year 2025 GAAP EPS was $41.48 versus $38.34; full year non-GAAP EPS was $44.31 versus $45.62.
The company repurchased $3.5 billion of its stock in 2025 and declared a $0.94 per share dividend payable March 5, 2026.
Aon reported fourth-quarter and full-year 2025 results on January 30, 2026. Q4 revenue rose 4% to $4.3 billion and full-year revenue rose 9% to $17.2 billion, with 6% full-year organic growth. Q4 diluted EPS jumped 138%, reflecting $1.2 billion of other income that primarily came from gains on the sale of NFP Wealth, while adjusted EPS rose 10%. Aon also introduced 2026 guidance calling for mid-single-digit or greater organic revenue growth and 70 to 80 basis points of adjusted operating margin expansion.
Q4 2025 total revenue was $4.3 billion, up 4%, with 5% organic revenue growth.
Q4 diluted EPS was $7.82 versus $3.28; adjusted EPS was $4.85 versus $4.42.
Full-year 2025 revenue was $17.2 billion, up 9%; diluted EPS was $17.02 versus $12.49, and adjusted EPS was $17.07 versus $15.60.
2026 guidance: mid-single-digit or greater organic revenue growth, 70 to 80 basis points of adjusted operating margin expansion, strong adjusted EPS growth and double-digit free cash flow growth.
LyondellBasell reported a fourth-quarter 2025 net loss of $140 million, or $0.45 per diluted share, on sales of $7,091 million, compared with a $890 million loss on $7,727 million of sales in the prior quarter. For full year 2025, the company posted a net loss of $738 million after net income of $1,367 million in 2024, with sales down to $30,153 million from $33,394 million. The company also raised its Cash Improvement Plan target to $1.3 billion by the end of 2026, which it says supports cash generation for shareholders.
Q4 2025 net loss of $140 million, or $0.45 per diluted share, versus a net loss of $603 million in Q4 2024
Full year 2025 net loss of $738 million, or $2.34 per diluted share, versus net income of $1,367 million in 2024
Excluding identified items, full year 2025 earnings were $1.70 per diluted share, compared with $6.22 in 2024
Cash Improvement Plan target raised from $1.1 billion to $1.3 billion by year-end 2026; 2026 capital expenditures planned at $1.2 billion
Verizon reported fourth-quarter 2025 revenue of $36.4 billion, up 2.0% from a year earlier, and 616,000 postpaid phone net additions, up from 504,000. Reported EPS fell to $0.55 from $1.18 as selling, general and administrative expense rose 26.0%, while adjusted EPS, which excludes special items, was $1.09. The company also guided to 2026 adjusted EPS of $4.90 to $4.95 and free cash flow of $21.5 billion or more, and said the Frontier acquisition closed on January 20, 2026.
Q4 2025 total operating revenue $36.4 billion, up 2.0%; net income $2.4 billion versus $5.1 billion a year earlier
Q4 2025 EPS $0.55 (diluted $0.55 vs $1.18) and adjusted EPS $1.09; full-year 2025 EPS $4.06 and adjusted EPS $4.71
2026 outlook: adjusted EPS $4.90 to $4.95, 750,000 to 1.0 million postpaid phone net additions, free cash flow of $21.5 billion or more
Frontier acquisition closed January 20, 2026, expanding fiber access to over 30 million homes and businesses
Chevron reported unaudited fourth quarter 2025 earnings of $2.8 billion, or $1.39 per diluted share, down from $3.2 billion, or $1.84 per share, a year earlier. Adjusted earnings were $3.0 billion ($1.52 per share), also lower than the $3.6 billion ($2.06 per share) a year earlier, and the company announced a 4 percent increase in its quarterly dividend to $1.78 per share, which shareholders may view as a positive sign for cash returns.
Q4 2025 earnings were $2.8 billion ($1.39 per diluted share) versus $3.2 billion ($1.84) in Q4 2024; adjusted earnings were $3.0 billion ($1.52) versus $3.6 billion ($2.06).
Sales and other operating revenues were $45.8 billion in Q4 2025 versus $48.3 billion in Q4 2024.
Quarterly dividend rises 4 percent to $1.78 per share, payable March 10, 2026, to holders of record on February 17, 2026.
Full-year 2025 cash flow from operations was $33.9 billion and the company returned $27.1 billion to shareholders during the year.
Autoliv reported fourth-quarter 2025 net sales of $2,817 million, up 7.7%, and adjusted diluted EPS of $3.19, up 4.7%, while GAAP diluted EPS fell 3.8% to $2.98. For full year 2026 it guided to around 0% organic sales growth, an adjusted operating margin of around 10.5-11.0%, and operating cash flow of around $1.2 billion, and said Q1 2026 adjusted operating margin will be considerably weaker than Q1 2025.
Q4 2025 net sales of $2,817 million, up 7.7%; organic sales growth of 4.2%
Diluted EPS of $2.98 (down 3.8%); adjusted diluted EPS of $3.19 (up 4.7%)
Full year 2026 guidance: organic sales growth around 0%, adjusted operating margin around 10.5-11.0%
Management expects Q1 2026 adjusted operating margin to be considerably weaker than Q1 2025
Flagstar Bank reported net income attributable to common stockholders of $21 million, or $0.05 per diluted share, for the fourth quarter ended December 31, 2025, compared with a net loss of $45 million in the third quarter. For the full year 2025, the bank reported a net loss attributable to common stockholders of $210 million, or $0.50 per diluted share, versus $1,153 million in 2024. Shareholders see a return to quarterly profit, though the company still posted a full-year loss.
Q4 2025 net income attributable to common stockholders was $21 million, or $0.05 per diluted share, versus a $45 million loss ($0.11 per share) in Q3 2025 and a $196 million loss ($0.47 per share) in Q4 2024.
Full-year 2025 net loss attributable to common stockholders was $210 million, or $0.50 per diluted share, compared with a $1,153 million loss ($3.49 per share) for 2024.
ArcBest reported fourth quarter 2025 revenue of $972.7 million, down from $1.0 billion a year earlier, and a net loss from continuing operations of $8.1 million, or $0.36 per diluted share, which included a $9.1 million after-tax noncash impairment charge. For full-year 2025, revenue was $4.0 billion versus $4.2 billion, and net income from continuing operations fell to $60.1 million, or $2.62 per diluted share, from $173.4 million, a figure that included a $67.9 million after-tax benefit from a reduction in contingent consideration. The company returned more than $86 million to shareholders in 2025 through share repurchases and dividends.
Q4 2025 net loss from continuing operations of $8.1 million ($0.36 per diluted share) versus net income of $29.0 million ($1.24 per diluted share) in Q4 2024
Full-year 2025 non-GAAP net income of $84.8 million ($3.70 per diluted share) versus $149.7 million ($6.28 per diluted share) in 2024
Asset-Light operating loss of $15.3 million for 2025 versus operating income of $58.4 million in 2024
$100.8 million of share repurchase authorization remained as of 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.