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).
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
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.
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
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.
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
Eastman reported fourth-quarter 2025 sales of $1,973 million, down 12% from $2,245 million a year earlier, and adjusted diluted EPS of $0.75 versus $1.87. For full-year 2025, adjusted EPS fell to $5.42 from $7.89, and operating cash flow was $970 million versus $1,287 million. The company raised its cost reduction target for 2026 to $125 million to $150 million and guided first-quarter 2026 adjusted EPS to $1.00 to $1.20, but gave no full-year adjusted EPS range.
Q4 2025 sales revenue $1,973 million, down 12%; GAAP diluted EPS $0.92 versus $2.82 a year earlier
FY2025 adjusted EPS $5.42 versus $7.89 in FY2024; cash from operations $970 million versus $1,287 million
2026 cost reduction actions increased to $125 million to $150 million
Q1 2026 adjusted EPS guided to $1.00 to $1.20, excluding possible impact of winter storms; no full-year adjusted EPS range given
Dolby reported fiscal first-quarter 2026 revenue of $347 million, down from $357 million a year earlier, and GAAP diluted EPS of $0.55, down from $0.70. The company also gave fiscal 2026 revenue guidance of $1.4 billion to $1.45 billion and declared a $0.36 per share cash dividend.
Q1 GAAP net income was $53 million, or $0.55 per diluted share, versus $68 million, or $0.70, a year earlier.
Q1 non-GAAP diluted EPS was $1.06, compared with $1.14 in the prior-year quarter.
Fiscal 2026 full-year revenue is expected at $1.4 billion to $1.45 billion; fiscal Q2 revenue is estimated at $375 million to $405 million.
Dividend of $0.36 per share is payable February 18, 2026, to holders of record as of February 10, 2026.
Weyerhaeuser reported fourth quarter 2025 net earnings of $74 million, or 10 cents per diluted share, on net sales of $1.5 billion, down from $81 million and $1.7 billion a year earlier. Excluding special items, including a $141 million after-tax net benefit, the company posted a fourth quarter net loss of $67 million, and full year 2025 earnings before special items fell to $143 million from $384 million, which weighs on shareholders.
Q4 2025 net earnings were $74 million, or $0.10 per diluted share, versus $81 million, or $0.11, in Q4 2024; net sales were $1.5 billion versus $1.7 billion.
Q4 2025 Adjusted EBITDA was $140 million, compared with $294 million in Q4 2024.
Full year 2025 net earnings were $324 million, or $0.45 per diluted share, versus $396 million in 2024; full year earnings before special items were $143 million, or $0.20 per share, versus $384 million.
Real Estate, Energy & Natural Resources expects full year 2026 Adjusted EBITDA of approximately $425 million; Timberlands expects Q1 2026 earnings before special items comparable to Q4 2025.
Robert Half reported fourth-quarter 2025 results, with revenue of $1.302 billion, down 6% from $1.382 billion a year earlier, and net income of $32 million ($0.32 per share), down from $54 million ($0.53 per share). For the full year, revenue was $5.379 billion and net income was $133 million ($1.33 per share), both lower than in 2024, and the company said Q4 revenues and earnings exceeded the midpoint of its prior fourth-quarter guidance.
Q4 2025 revenue: $1.302 billion, down 6% from $1.382 billion in Q4 2024 on a reported basis and down 7% on an adjusted basis, per the CEO
Q4 2025 net income: $32 million, or $0.32 per share, versus $54 million, or $0.53 per share, a year earlier
Full-year 2025 revenue: $5.379 billion and net income of $133 million ($1.33 per share), versus $5.796 billion and $252 million ($2.44 per share) in 2024
CEO said talent solutions and enterprise revenues returned to positive sequential growth on a same-day constant currency basis for the first time in over three years
PulteGroup reported fourth quarter 2025 results with diluted earnings of $2.56 per share and net income of $502 million, down from $4.43 and $913 million a year earlier. Home sale revenues fell 5% to $4.5 billion, and the prior-year quarter included a $255 million insurance benefit, so the comparison is weaker than the operating figures alone suggest. The filing gives no guidance for 2026.
Diluted EPS was $2.56 versus $4.43 in the prior-year quarter; the quarter included an $81 million charge tied to the intended divestiture of certain manufacturing assets.
Home sale revenues were $4.5 billion, down 5%, on 7,821 closings, down 3%.
Net new orders rose 4% to 6,428 homes, while the value of orders was $3.5 billion, comparable with a year earlier.
The company repurchased $300 million of common shares in the quarter and $1.2 billion for the full year 2025.
Altria filed its audited 2025 financial statements and auditor reports in this 8-K, to be included in its 2025 Form 10-K. Net revenues were $23.3 billion, down from $24.0 billion in 2024, and net earnings were $6.9 billion, or $4.12 per share, versus $11.3 billion, or $6.54 per share, a year earlier. For shareholders, lower earnings and large 2025 impairment charges, alongside dividends paid of $7.0 billion, were the main takeaways.
Net revenues were $23.3 billion in 2025, compared with $24.0 billion in 2024.
Net earnings were $6.9 billion ($4.12 per share) in 2025, versus $11.3 billion ($6.54 per share) in 2024, which included a $2.7 billion gain on the sale of IQOS System commercialization rights.
2025 included a $1.2 billion goodwill impairment and $978 million in asset impairment and exit costs.
Share repurchases were $1.0 billion in 2025, down from $3.4 billion in 2024; dividends paid were $7.0 billion.
Eagle Materials reported fiscal third-quarter results for the quarter ended December 31, 2025. Revenue was $556.0 million versus $558.0 million a year earlier, while net earnings fell to $102.9 million from $119.6 million and diluted EPS fell to $3.22 from $3.56, so earnings per share declined for shareholders. The company also repurchased about 648,000 shares for $142.6 million and issued $750 million of 10-year senior notes at 5.00%.
Revenue of $556.0 million, compared with $558.0 million a year earlier
Net earnings of $102.9 million and diluted EPS of $3.22, versus $119.6 million and $3.56
Adjusted EBITDA of $190.1 million, compared with $208.8 million a year earlier
Light Materials revenue fell 16% to $203.5 million, while Heavy Materials revenue rose 11% to $390.2 million
Dow reported a fourth-quarter 2025 GAAP net loss of $1.5 billion, or $2.15 per share, on net sales of $9.5 billion, down 9% from a year earlier, with declines in all operating segments. Operating EBIT was $33 million, down $421 million year-over-year, driven by price declines and lower operating rates, and the GAAP loss included impairment and pension settlement charges. For shareholders, the results show a sharp drop in profitability for the quarter and full year, and the company said its Transform to Outperform program is expected to provide at least $2 billion in additional near-term earnings.
Q4 2025 net sales were $9.5 billion, down 9% year-over-year and down 5% sequentially.
GAAP loss per share was $2.15; operating loss per share was $0.34, versus $0.00 a year earlier.
Full-year 2025 GAAP net loss was $2.4 billion, compared with net income of $1.2 billion in 2024.
Fourth-quarter dividends totaled $251 million; the company expects Transform to Outperform to provide at least $2 billion in additional near-term earnings.
Liberty Energy reported fourth quarter and full year 2025 results in an 8-K filed January 28, 2026. For the full year, revenue, net income, and Adjusted EBITDA all declined from 2024, and the company said first quarter 2026 revenue and Adjusted EBITDA are expected to be lower than fourth quarter levels because of pricing headwinds and winter weather. The company also declared a $0.09 quarterly dividend, and it highlighted a 1 GW power development agreement with Vantage Data Centers.
Full year 2025 revenue was $4.0 billion, down 7% from $4.3 billion in 2024; net income was $148 million ($0.89 diluted EPS) versus $316 million ($1.87) in 2024.
Full year 2025 Adjusted EBITDA was $634 million, down 31% from $922 million in 2024.
Fourth quarter 2025 revenue was $1.0 billion, up 10% from the third quarter, but fourth quarter net income was $14 million ($0.08 per share) versus $52 million in the fourth quarter of 2024.
Management expects first quarter 2026 revenue and Adjusted EBITDA to decline sequentially; the Board declared a $0.09 dividend payable March 18, 2026.
Murphy Oil reported fourth-quarter 2025 net income attributable to Murphy of $11.9 million, or $0.08 per diluted share, down from $50.4 million a year earlier, and full-year net income of $104.2 million, down from $407.2 million in 2024. The company also raised its quarterly dividend to $0.35 per share and issued 2026 production and capital spending guidance, which shareholders will weigh against the sharp drop in earnings.
Q4 2025 revenue from production was $613.1 million, versus $669.6 million in Q4 2024; Q4 adjusted net income was $19.7 million, versus $51.0 million.
Full-year 2025 net income attributable to Murphy was $104.2 million, or $0.72 per diluted share, versus $407.2 million in 2024.
Quarterly dividend increased to $0.35 per share, or $1.40 annualized, payable March 2, 2026 to holders of record as of February 17, 2026.
2026 guidance: full-year net production of 167,000 to 175,000 BOEPD and capital expenditures of $1.2 billion to $1.3 billion, excluding noncontrolling interest.
Meritage Homes reported fourth quarter 2025 net earnings of $84.0 million, or $1.20 per diluted share, down 51% from $172.6 million, or $2.36 per share, a year earlier. Home closing revenue fell 12% to $1.4 billion on 7% fewer closings and lower average prices, and the company recorded $42.9 million of non-recurring charges. The company expects 2026 home closing volume and revenue to be consistent with 2025, assuming no further deterioration in market conditions.
Q4 2025 net earnings $84.0 million ($1.20 per diluted share) vs. $172.6 million ($2.36) in Q4 2024
Full year 2025 net earnings $453.0 million ($6.35 per diluted share), down 42% from $786.2 million
Home closing gross margin 16.5% in Q4 2025 vs. 23.2% a year earlier; adjusted margin 19.3% excluding non-recurring charges
Company anticipates $400 million in share repurchases during 2026, assuming no material changes to market conditions
Landstar reported fourth-quarter 2025 revenue of $1,174.5 million, down from $1,209.3 million a year earlier, and EPS of $0.70 versus $1.31. Insurance and claims expense rose to $56 million from about $30 million, which the company said had a significant adverse impact on results. The board declared a $0.40 quarterly dividend, unchanged from the prior quarter's rate in the filing's figures, while earnings declined.
Revenue $1,174.5 million vs. $1,209.3 million; operating income $29.6 million vs. $57.8 million
EPS $0.70 vs. $1.31 in the 2024 fourth quarter
Insurance and claims of $56 million included $16.7 million ($0.37 per share) from three vehicular accidents and a $5.3 million ($0.12 per share) reserve increase
Quarterly dividend of $0.40 per share payable March 11, 2026, to holders of record as of February 18, 2026
Century Communities reported fourth quarter 2025 total revenues of $1.2 billion, net income of $36.0 million ($1.21 per diluted share), and adjusted EPS of $1.59, all down sharply from the year-earlier quarter. Full year 2025 net income was $147.6 million ($4.86 per diluted share), down from $333.8 million in 2024; the company also gave 2026 guidance of 10,000 to 11,000 new home deliveries and $3.6 billion to $4.1 billion in home sales revenues. Net new home contracts rose 9.5% in the quarter, but lower deliveries and profit were the main measures for shareholders.
Q4 2025 net income was $36.0 million, or $1.21 per diluted share, versus $102.7 million, or $3.20 per diluted share, in Q4 2024.
Q4 2025 new home deliveries were 3,030, down from 3,198, while net new home contracts rose to 2,702 from 2,467.
Full year 2025 net income was $147.6 million, or $4.86 per diluted share, versus $333.8 million, or $10.40 per diluted share, in 2024.
2026 guidance: 10,000 to 11,000 new home deliveries and home sales revenues of $3.6 billion to $4.1 billion, assuming no significant changes to the current economic environment.
Tesla reported fourth-quarter 2025 results, with revenue down 3% year over year to $24.9 billion and GAAP net income attributable to common stockholders down 61% to $840 million. For shareholders, the profit decline is the key takeaway, though gross margin rose to 20.1% and the company ended the quarter with $44.1 billion in cash and investments.
Q4 2025 GAAP diluted EPS was $0.24, down 60% year over year; non-GAAP diluted EPS was $0.50, down 17%.
Q4 2025 total revenue was $24.9 billion, down 3% year over year, while GAAP gross margin rose to 20.1% from 16.3%.
Full-year 2025 revenue was $94.8 billion, down 3%, and GAAP net income attributable to common stockholders was $3.8 billion, down 46%.
Q4 2025 free cash flow was $1.4 billion; on January 16, 2026, Tesla agreed to invest approximately $2 billion in xAI Series E Preferred Stock, with closing expected in Q1 2026.
NVR reported fourth-quarter 2025 net income of $363.8 million, or $121.54 per diluted share, down 20% and 13% from a year earlier, on revenue of $2.71 billion versus $2.85 billion. For the full year, net income was $1.34 billion, down 20%, and diluted earnings per share were $436.55, down 14%. Shareholders are affected because profit and per-share earnings declined in both periods, with lower gross margins and land deposit impairments cited as pressures.
Q4 2025 homebuilding gross profit margin was 20.4%, down from 23.6% in Q4 2024, with contract land deposit impairments of approximately $35.7 million
Full-year 2025 diluted EPS was $436.55 versus $506.69 in 2024; full-year revenue was $10.32 billion, down 2%
Q4 2025 new orders rose 3% to 4,951 units, while settlements fell 8% to 5,668 units
NVR repurchased 243,082 shares for $1.82 billion in 2025
M/I Homes reported fourth-quarter and full-year 2025 results, with revenue and profit both lower than in 2024. Fourth-quarter net income fell to $64 million ($2.39 per diluted share) from $134 million ($4.71), and results included $51 million in inventory and warranty charges. For shareholders, the filing shows lower earnings per share for both periods, with the company also reporting $202 million in stock repurchases for 2025.
Q4 2025 revenue declined 5% to $1.1 billion; homes delivered fell 4% to 2,301
Q4 2025 net income was $64 million ($2.39 per diluted share), versus $134 million ($4.71) in Q4 2024; $3.91 excluding charges
Full-year 2025 net income was $403 million ($14.74 per diluted share), versus $19.71 in 2024; revenue declined 2% to $4.4 billion
Company repurchased $202 million of stock in 2025 and reported record shareholders' equity of $3.2 billion
National Bank Holdings reported fourth-quarter 2025 net income of $16.0 million, or $0.42 per diluted share, down from $35.3 million, or $0.92, in the third quarter, and full-year net income of $109.6 million, or $2.85 per diluted share, versus $118.8 million, or $3.08, in 2024. The board raised the quarterly dividend 3.2% to $0.32 per share and authorized a new $100.0 million share repurchase program, which replaces the prior $50.0 million program.
Q4 2025 net income $16.0 million ($0.42 per diluted share) vs. $35.3 million ($0.92) in Q3 2025; adjusted net income $22.7 million ($0.60 per share) excluding acquisition-related expenses and securities losses
Full-year 2025 net income $109.6 million ($2.85 per diluted share) vs. $118.8 million ($3.08) in 2024
Quarterly dividend increased to $0.32 per share, payable March 13, 2026, to holders of record on February 27, 2026
New $100.0 million repurchase authority; $15.2 million was repurchased under the prior program through January 27, 2026
Marten Transport reported fourth-quarter 2025 net income of $3.7 million, or 5 cents per diluted share, down from $5.6 million, or 7 cents, a year earlier, as operating revenue fell 8.8% to $210.1 million. Full-year 2025 net income was $17.4 million, or 21 cents per diluted share, compared with $26.9 million, or 33 cents, in 2024. Quarterly profit improved from the third quarter, but both the quarter and the year show lower earnings than the prior year.
Q4 2025 net income was $3.7 million, or 5 cents per diluted share, versus $5.6 million, or 7 cents, in Q4 2024.
Q4 2025 operating revenue was $210.1 million, down from $230.4 million; the Intermodal operations were sold effective September 30, 2025.
Full-year 2025 net income was $17.4 million, or 21 cents per diluted share, versus $26.9 million, or 33 cents, in 2024.
Q4 2025 net income rose 66.1% from $2.2 million in Q3 2025.
PACCAR reported fourth-quarter 2025 revenues of $6.82 billion and net income of $556.9 million ($1.06 per diluted share), down from $7.91 billion and $872.0 million ($1.66 per share) a year earlier. Full-year 2025 net income was $2.38 billion ($4.51 per diluted share), including a $264.5 million after-tax charge for civil litigation in Europe, while full-year revenue was $28.44 billion versus $33.66 billion in 2024. Both revenue and profit declined, and the filing gives industry ranges for 2026 but no company earnings guidance.
Q4 2025 revenues were $6.82 billion versus $7.91 billion in Q4 2024; diluted EPS was $1.06 versus $1.66.
2025 net income of $2.38 billion ($4.51 per diluted share) included a $264.5 million after-tax charge; adjusted net income (non-GAAP) was $2.64 billion ($5.01 per diluted share).
PACCAR declared $2.72 per share in dividends for 2025, including a $1.40 year-end dividend paid January 7, 2026.
Company estimates 2026 U.S. and Canada Class 8 retail sales of 230,000-270,000 trucks and capital spending of $725-$775 million.
Alexandria Real Estate Equities reported a fourth-quarter 2025 net loss attributable to common stockholders of $1.08 billion, or $6.35 per diluted share, compared with a loss of $64.9 million, or $0.38 per share, a year earlier. Fund from operations (FFO) per share, as adjusted, fell to $2.16 from $2.39, and the company declared a common dividend of $0.72 per share, down 45% from $1.32 in the prior quarter, while reiterating its 2026 FFO guidance of $6.25 to $6.55 per share.
4Q25 net loss attributable to common stockholders of $1.08 billion, or $6.35 per diluted share, versus $64.9 million, or $0.38 per share, in 4Q24
4Q25 FFO per share, as adjusted, of $2.16, down from $2.39 in 4Q24; full-year 2025 was $9.01
Common dividend declared of $0.72 per share for 4Q25, a 45% reduction from $1.32 for 3Q25
2026 FFO per share, as adjusted, guidance of $6.25 to $6.55 was reiterated on January 26, 2026
Landstar preliminarily reported fourth-quarter 2025 total revenue of $1,174 million, down from $1,209 million a year earlier, and basic and diluted EPS of $0.70, down from $1.31. Insurance and claims costs of $56 million, including $22.0 million in discrete items, weighed heavily on results, and the full results are due January 28, 2026.
Q4 2025 total revenue of $1,174 million vs. $1,209 million in Q4 2024
Q4 2025 EPS of $0.70 vs. $1.31 in Q4 2024; operating income of $30 million
Insurance and claims costs of $56 million, including $22.0 million ($0.49 per share) of discrete items
Cabral Matter judgment on January 13, 2026 led to a $5.7 million pre-tax charge; the company intends to appeal
Knight-Swift reported a fourth-quarter 2025 net loss attributable to Knight-Swift of $6.8 million, or $(0.04) per diluted share, compared with earnings of $0.43 per share a year earlier. Results included $52.9 million of non-cash impairment charges tied to combining its Abilene truckload brand into Swift, while adjusted EPS fell to $0.31 from $0.36 on revenue of $1.9 billion, down 0.4%.
Q4 2025 total revenue was $1.9 billion, down 0.4% year-over-year; operating income fell 66.1% to $26.5 million
Adjusted EPS was $0.31 versus $0.36 a year earlier; GAAP EPS was $(0.04) versus $0.43
Company guided first-quarter 2026 Adjusted EPS to a range of $0.28 to $0.32
Net cash capital expenditures for full-year 2026 are expected to be $625 million to $675 million
Gibraltar Industries reported preliminary, unaudited 2025 results that came in below its previous guidance for both net sales and EPS. Full-year 2025 net sales are estimated at $1,128 million to $1,138 million, versus prior guidance of $1,150 million to $1,175 million, and GAAP EPS is estimated at $3.21 to $3.26, versus prior guidance of $3.67 to $3.77. Shareholders should note the figures may change after audit procedures, and management points to a $115 million cash balance and the pending Omnimax acquisition.
2025 net sales estimate of $1,128 million to $1,138 million, below previous guidance of $1,150 million to $1,175 million
2025 GAAP EPS estimate of $3.21 to $3.26, below previous guidance of $3.67 to $3.77 and 2024 GAAP EPS of $4.58
Fourth-quarter net sales estimate of $261 million to $271 million, below previous guidance of $283 million to $308 million
Omnimax acquisition now expected to close in the first quarter of 2026; cash balance above $115 million
D.R. Horton reported fiscal first-quarter 2026 results for the quarter ended December 31, 2025, with net income attributable to the company down 30% to $594.8 million and diluted earnings per share down 22% to $2.03. Revenues were $6.9 billion, compared with $7.6 billion a year earlier, and the company reiterated its fiscal 2026 guidance and declared a quarterly dividend of $0.45 per share.
Net income attributable to D.R. Horton was $594.8 million, or $2.03 per diluted share, versus $844.9 million, or $2.61 per diluted share, a year earlier
Homes closed fell 7% to 17,818, while net sales orders rose 3% to 18,300 homes
Fiscal 2026 guidance was reiterated, including consolidated revenues of $33.5 billion to $35.0 billion
Quarterly dividend of $0.45 per share is payable February 12, 2026 to stockholders of record on February 5, 2026
Prudential Financial furnished preliminary, unaudited fourth-quarter 2025 figures ahead of its February 3, 2026 earnings release. It estimates alternative investment income for its General Account portfolio was $5 million to $25 million below near-term expectations, and reports PGIM assets under management of $1.47 trillion as of December 31, 2025.
Alternative investment income of the General Account (excluding Closed Block Division and Funds Withheld portfolios) estimated at $5-$25 million below near-term expectations for Q4 2025
PGIM other related revenues, net of related expenses, approximately $55 million on an adjusted operating income basis for the quarter ended December 31, 2025
PGIM assets under management were $1.47 trillion as of December 31, 2025
Financial closing procedures are not complete, and final results could differ materially; full results are scheduled for February 3, 2026
Westamerica Bancorporation reported fourth quarter 2025 net income of $27.8 million, or $1.12 per diluted share, down from $31.7 million, or $1.19 per share, a year earlier. Results were flat with the third quarter on EPS, which was also $1.12, and included a $0.02 per-share reduction from a tax provision true-up for 2024. For full-year 2025, net income was $116.2 million, or $4.52 per share, down 16.2% and 13.1% respectively from 2024.
Q4 2025 net income $27.8 million, down 12.3% from $31.7 million in Q4 2024; diluted EPS $1.12 versus $1.19
Full-year 2025 net income $116.2 million, down 16.2%; diluted EPS $4.52 versus $5.20
Net interest income (FTE) $53.5 million, down 9.6% year over year; noninterest income $10.0 million
Company paid a $0.46 per-share dividend and retired 485 thousand common shares in Q4 2025
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
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
On January 9, 2026, the Audit Committee concluded that Southwest Gas Holdings' unaudited financial statements for the periods ended June 30 and September 30, 2025 should no longer be relied upon. Errors in state income tax expense and deferred income taxes understated tax expense and net deferred income tax liabilities, which lowers reported net income for those periods. The company says revenues, operating margin and cash flows were not affected, and the restated figures will appear in its 2025 Form 10-K.
Income tax expense and net deferred income tax liabilities were understated by about $27 million for the three and six months ended June 30, 2025, and by an incremental $8 million for the three and nine months ended September 30, 2025.
Restated three months ended September 30, 2025 shows a loss from continuing operations of $3.8 million, compared with income of $4.2 million as previously reported.
The errors arose because state apportionment rates were not updated after Centuri share sales on May 22, 2025 and August 11, 2025.
The restated amounts are preliminary and unaudited by PricewaterhouseCoopers LLP, and the company expects a material weakness in internal controls for its 2025 Form 10-K.
Greenbrier reported first-quarter fiscal 2026 results for the period ended November 30, 2025, with revenue of $706.1 million, down from $875.9 million a year earlier, and diluted EPS of $1.14, down from $1.72. The company reiterated its fiscal 2026 operating metrics and updated its capital expenditure guidance, and its board approved a $0.32 quarterly dividend.
Revenue of $706.1 million vs. $875.9 million in the prior-year quarter; Manufacturing revenue was $657.0 million vs. $830.9 million
Net earnings attributable to Greenbrier of $36.4 million, or $1.14 per diluted share, vs. $55.3 million, or $1.72, a year earlier
Operating cash flow of $76.2 million vs. a use of $65.1 million in the prior-year quarter; fiscal 2026 EPS guidance of $3.75 to $4.75 reiterated
Quarterly dividend of $0.32 per share payable February 17, 2026, to shareholders of record as of January 27, 2026
Xencor preliminarily estimates cash, cash equivalents and marketable debt securities of approximately $611 million as of December 31, 2025, down from $706.7 million a year earlier. The company says it expects cash to fund research and development programs and operations through 2028, but the figures are unaudited and may change after year-end closing and audit procedures.
Preliminary cash, cash equivalents and marketable debt securities: approximately $611 million as of December 31, 2025, versus $706.7 million as of December 31, 2024
Company expects cash to fund research and development and operations through 2028, based on current operating plans
Figures are unaudited and not reviewed by the independent auditor; actual results may differ
Press release also outlines 2026 milestones, including a Phase 1 study start for XmAb412 in 2H26 and clinical data updates across several programs
Lindsay Corporation reported first-quarter fiscal 2026 results for the period ended November 30, 2025, with revenue down 6% and net earnings down 4% from a year earlier. Irrigation sales fell 9% on weaker North America and international demand, while Infrastructure revenue rose 17%. The company also disclosed a $80 million supply agreement in the Middle East and North Africa region signed after quarter-end and a new share repurchase authorization of up to $150 million.
Total revenues were $155.8 million, down $10.5 million, or 6%, from $166.3 million; operating income was $19.6 million, down 6%.
Diluted EPS was $1.54 versus $1.57; net earnings were $16.5 million versus $17.2 million.
Irrigation revenue fell 9% to $133.4 million, while Infrastructure revenue rose 17% to $22.4 million.
The board authorized a new share repurchase program of up to $150 million; the company repurchased $30.3 million of shares in the quarter.
Simply Good Foods reported fiscal first quarter 2026 results, with net sales of $340.2 million, down 0.3% year over year, and net income of $25.3 million, down 33.7%. Adjusted EBITDA fell 20.6% to $55.6 million, and gross margin declined 590 basis points to 32.3%, driven by input inflation and tariff costs. The company reaffirmed its full-year fiscal 2026 outlook and raised its share repurchase authorization by $200 million, which matters to shareholders because profit fell sharply while the company kept its guidance and returned cash through buybacks.
Net sales of $340.2 million vs. $341.3 million; Quest grew 9.6% while Atkins fell 16.5% and OWYN fell 3.3%
Net income of $25.3 million vs. $38.1 million; diluted EPS of $0.26 vs. $0.38; adjusted diluted EPS of $0.39 vs. $0.49
Fiscal 2026 outlook reaffirmed: net sales -2% to +2%, gross margins down 100 to 150 basis points, adjusted EBITDA -4% to +1%
Board approved a $200 million increase to the repurchase program on January 6, 2026; about $224 million is available
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
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.
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.
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