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
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
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.
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.
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.
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
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
The Bancorp reported fourth-quarter 2025 net income of $56.3 million, or $1.28 per diluted share, up from $1.15 a year earlier, and initiated 2026 EPS guidance of $5.90. Management said results fell short of its own expectations and prior guidance, citing transaction volume, slower sponsored credit growth, net interest margin compression and a legal settlement cost. The company repurchased $150.0 million of shares in the quarter and has authorized up to $200 million of repurchases for 2026.
Q4 2025 EPS of $1.28 vs. $1.15 in Q4 2024 (up 11%) and $1.18 in Q3 2025; net income $56.3 million vs. $55.9 million a year earlier
Net interest margin 4.30%, down from 4.55% a year earlier; net interest income $92.1 million vs. $94.3 million
2026 EPS guidance of $5.90, at least $1.75 for Q4 2026, and a preliminary 2027 outlook of $8.25
Q4 2025 share repurchases of $150.0 million; $200 million authorized for 2026, or $50 million per quarter
Hilltop Holdings reported fourth-quarter 2025 income attributable to common stockholders of $41.6 million, or $0.69 per diluted share, up from $35.5 million, or $0.55, a year earlier. For full-year 2025, income was $165.6 million, or $2.64 per diluted share, compared with $113.2 million, or $1.74, in 2024. The board also declared a $0.20 quarterly dividend and authorized a new repurchase program of up to $125.0 million through January 2027.
Q4 2025 income attributable to common stockholders was $41.6 million ($0.69 per diluted share), versus $35.5 million ($0.55) in Q4 2024.
Full-year 2025 income was $165.6 million ($2.64 per diluted share), versus $113.2 million ($1.74) in 2024.
Quarterly cash dividend of $0.20 per share, payable February 27, 2026, to holders of record on February 13, 2026.
New stock repurchase program authorizes up to $125.0 million of common stock through January 2027, funded from available cash.
Seacoast reported fourth-quarter 2025 net income of $34.3 million and net revenues of $203.3 million, up 53% from a year earlier, following its acquisition of Villages Bancorporation, which closed October 1, 2025. Results included $18.1 million in merger and integration costs and $23.4 million in day-one credit provisions tied to that deal. The company also disclosed a pre-tax loss of about $39.5 million from a January 2026 securities sale, which will affect first-quarter 2026 results.
Net revenues were $203.3 million, up $70.4 million, or 53%, from the fourth quarter of 2024.
Net income of $34.3 million included $18.1 million in merger and integration costs and $23.4 million in day-one credit provisions.
Adjusted pre-tax pre-provision earnings were $93.2 million, up 65% from the fourth quarter of 2024.
On January 23, 2026, the company sold securities with a 1.9% average book yield, a pre-tax loss of about $39.5 million, and reinvested about $277 million at a 4.8% yield.
DXC Technology reported fiscal third-quarter 2026 revenue of $3.19 billion, down 1.0% year over year (down 4.3% on an organic basis), and non-GAAP diluted EPS of $0.96, up 4.3%. The company narrowed its full-year fiscal 2026 non-GAAP EPS guidance to about $3.15 from $2.85 to $3.35, while trimming its revenue outlook, so shareholders see mixed signals on sales versus profit.
Q3 revenue $3.19 billion, down 1.0% year over year; adjusted EBIT $263 million, down 8.0%
GAAP diluted EPS $0.61, up 96.8%; non-GAAP diluted EPS $0.96, up 4.3%
FY2026 non-GAAP diluted EPS guidance of about $3.15, versus prior range of $2.85 to $3.35
Bookings $3.6 billion, down 17% year over year; free cash flow $266 million in the quarter
Carpenter Technology reported fiscal second quarter 2026 operating income of $155.2 million, up from $118.9 million a year earlier, and diluted earnings per share of $2.09 versus $1.66. Adjusted EPS was $2.33 after excluding a $15.6 million debt extinguishment loss. The company raised its fiscal 2026 operating income guidance to $680 million to $700 million, which signals stronger expected profit for shareholders.
Operating income was $155.2 million, up 31% from $118.9 million in the prior-year quarter; net sales were $728.0 million, up 8%.
Diluted EPS was $2.09 versus $1.66; adjusted diluted EPS was $2.33, excluding a $15.6 million debt extinguishment loss.
Fiscal 2026 operating income guidance was raised to $680 million to $700 million, and adjusted free cash flow is expected to be at least $280 million.
Third-quarter fiscal 2026 operating income is expected between $177 million and $182 million; $216.9 million remains under the $400.0 million buyback program.
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
Carpenter Technology reported second quarter fiscal 2026 results on January 29, 2026, with net sales of $728.0 million and EPS of $2.09, up from $1.66 a year earlier, while sequential EPS fell from $2.43. The company raised its outlook for adjusted free cash flow to at least $280 million for fiscal 2026 and expects fiscal 2026 operating income 30% to 33% above fiscal 2025.
Q2 fiscal 2026 net sales were $728.0 million, up from $676.9 million a year earlier, and operating income was $155.2 million, up 31% year over year.
Diluted EPS was $2.09 versus $1.66 a year earlier; excluding a $12.0 million after-tax debt extinguishment loss, adjusted EPS was $2.33.
The company now expects at least $280 million of adjusted free cash flow in fiscal 2026 and fiscal 2026 operating income 30% to 33% higher than fiscal 2025.
During the quarter, Carpenter repurchased $32.1 million of stock; $183.1 million of the $400.0 million authorization has been completed.
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.
Sandisk reported fiscal second quarter 2026 results for the quarter ended January 2, 2026, with revenue of $3.03 billion, up 61% from a year earlier, and GAAP net income of $803 million, or $5.15 per diluted share. The company also guided fiscal third quarter revenue to $4.40 billion to $4.80 billion and non-GAAP diluted earnings per share to $12.00 to $14.00, both above the second-quarter levels. The filing shows a large year-over-year increase in reported profit, and the outlook is a forecast that actual results may not match.
Q2 revenue was $3.03 billion, up 61% from $1.88 billion a year earlier and up 31% from $2.31 billion in Q1.
GAAP net income was $803 million ($5.15 diluted per share), versus $104 million ($0.72 per share) a year earlier; non-GAAP diluted EPS was $6.20.
Q3 fiscal 2026 guidance: revenue of $4.40 billion to $4.80 billion and non-GAAP diluted EPS of $12.00 to $14.00.
Datacenter revenue was $440 million in Q2, up 64% from Q1.
OSI Systems reported fiscal second-quarter 2026 revenue of $464 million, up 11% year over year, and record non-GAAP diluted EPS of $2.58, up 7%. The company raised its fiscal 2026 non-GAAP EPS guidance to $10.30 to $10.55 while keeping its prior revenue guidance unchanged. GAAP diluted EPS was flat at $2.22.
Q2 revenue of $464 million, up 11% year over year; GAAP diluted EPS flat at $2.22; non-GAAP diluted EPS of $2.58, up 7%
Fiscal 2026 non-GAAP diluted EPS guidance raised to $10.30 to $10.55, representing 10% to 13% growth; revenue guidance maintained
Backlog was $1.8 billion as of December 31, 2025; Security bookings were softer than expected, partly due to the U.S. government shutdown
Operating cash flow was $62 million in Q2, compared with $52.5 million a year earlier
SL Green reported a fourth-quarter 2025 net loss attributable to common stockholders of $104.6 million, or $1.49 per share, compared with net income of $9.4 million, or $0.13 per share, a year earlier. Revenue rose to $276.5 million from $245.9 million, but funds from operations (FFO) fell to $1.13 per share from $1.81, so shareholders saw higher sales alongside a sharp drop in profit measures.
Q4 2025 total revenues were $276.5 million, up from $245.9 million in Q4 2024
Q4 2025 net loss to common stockholders was $104.6 million ($1.49 per diluted share), versus net income of $9.4 million ($0.13) in Q4 2024
Q4 2025 FFO was $1.13 per diluted share versus $1.81 a year earlier; full-year 2025 FFO was $5.72 versus $8.11
Manhattan same-store office occupancy rose to 93.0% as of December 31, 2025, from 92.4% at September 30, 2025
Cullen/Frost reported fourth-quarter 2025 net income available to common shareholders of $164.6 million, up 7.4% from a year earlier, and full-year 2025 net income available to common shareholders of $641.9 million, up 11.5%. The board also authorized a $300 million common stock repurchase program running through January 27, 2027, and declared a $1.00 first-quarter dividend per common share, which gives shareholders a direct view of capital returns.
Q4 2025 diluted EPS was $2.56, versus $2.36 in Q4 2024; net interest margin was 3.66%, versus 3.53%.
Full-year 2025 diluted EPS was $9.92, versus $8.87 in 2024.
Board authorized up to $300 million of common stock repurchases over one year, expiring January 27, 2027; the company completed its prior $150 million authorization.
First-quarter cash dividend of $1.00 per common share is payable March 13, 2026, to holders of record on February 27, 2026.
Parker-Hannifin reported fiscal second-quarter results for the quarter ended December 31, 2025, with net sales up 9% to a record $5.2 billion and adjusted EPS up 17% to $7.65. Reported net income fell 11% to $845 million and diluted EPS fell 9% to $6.60, because the year-earlier quarter included a one-time after-tax divestiture gain. The company raised its fiscal 2026 guidance and said it has a definitive agreement to acquire Filtration Group Corporation.
Net sales rose 9% to $5.2 billion, with organic sales up 6.6%
Diluted EPS was $6.60, down from $7.25; adjusted EPS rose 17% to $7.65
Fiscal 2026 EPS guidance raised to $26.26 to $26.86, or $30.40 to $31.00 adjusted
Definitive agreement to acquire Filtration Group Corporation announced; the filing does not state a price
ManpowerGroup reported fourth-quarter 2025 revenue of $4.7 billion, up 7% as reported, and diluted EPS of $0.64 versus $0.47 a year earlier, after $0.28 per share of restructuring, pension and Argentina-related charges. For the full year, the company posted a net loss of $13.3 million, or $0.29 per diluted share, compared with net earnings of $145.1 million in 2024, due mainly to $88.7 million in goodwill and intangible impairment charges. Excluding charges, fourth-quarter EPS was $0.92, down 17% in constant currency, and the company guided first-quarter 2026 diluted EPS to $0.45 to $0.55.
Q4 2025 revenue was $4.7 billion, up 7% as reported and 2% organic constant currency
Q4 diluted EPS was $0.64 as reported and $0.92 excluding charges, a 17% constant-currency decrease
Full-year 2025 net loss was $13.3 million, including $88.7 million of impairment charges
Q1 2026 diluted EPS outlook is $0.45 to $0.55, including a favorable currency impact of $0.06
Lockheed Martin reported fourth-quarter and full-year 2025 results on January 29, 2026. Full-year sales rose 6% to $75.0 billion and a record $194 billion backlog, but net earnings fell to $5.0 billion, or $21.49 per share, from $22.31 in 2024, after a $479 million pension settlement charge and program losses. The company expects 2026 sales of $77.5 billion to $80.0 billion and diluted EPS of $29.35 to $30.25.
Q4 2025 sales were $20.3 billion, up from $18.6 billion, and diluted EPS was $5.80, up from $2.22 a year earlier.
Full-year 2025 business segment operating profit was $6.7 billion, up from $6.1 billion, and free cash flow was $6.9 billion.
2026 outlook: sales of $77.5 billion to $80.0 billion, diluted EPS of $29.35 to $30.25, and free cash flow of $6.5 billion to $6.8 billion, which the company said is an increase from its prior expectation.
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.
International Paper reported preliminary full-year 2025 net sales of $23.63 billion, up from $15.84 billion in 2024, but a loss from continuing operations of $2.84 billion, compared with earnings of $725 million a year earlier. The loss reflects a $2.47 billion pre-tax goodwill impairment tied to its PS EMEA business, and the company also announced plans to separate its North America and EMEA packaging businesses into two independent public companies, expected within 12 to 15 months.
Full-year 2025 net sales were $23.63 billion versus $15.84 billion in 2024; loss from continuing operations was $2.84 billion versus earnings of $725 million.
Fourth-quarter 2025 loss from continuing operations was $2.36 billion, including a $2.47 billion pre-tax non-cash goodwill impairment charge.
2026 targets call for full-year adjusted EBITDA of $3.5 to $3.7 billion and first-quarter adjusted EBITDA of $740 to $760 million.
The separation of PS NA and PS EMEA is expected to be completed in 12 to 15 months; the Form 10-K is intended for filing on February 26, 2026.
Altria reported fourth-quarter and full-year 2025 results on January 29, 2026. Full-year net revenues fell 3.1% to $23.3 billion and reported diluted EPS fell 37.0% to $4.12, while adjusted diluted EPS rose 4.4% to $5.42, and the company guided to 2026 adjusted diluted EPS of $5.56 to $5.72. The same filing says Salvatore Mancuso joined the Board and will become Chief Executive Officer on May 14, 2026.
Full-year net revenues fell 3.1% to $23.3 billion; reported diluted EPS fell 37.0% to $4.12.
Fourth-quarter adjusted diluted EPS was flat at $1.30; reported EPS fell 63.1% to $0.66, mainly due to e-vapor impairment charges.
2026 adjusted diluted EPS guidance is $5.56 to $5.72, growth of 2.5% to 5.5% from $5.42, weighted to the second half.
Salvatore Mancuso was elected to the Board effective January 29, 2026, and becomes CEO effective May 14, 2026.
CSW Industrials reported fiscal third-quarter 2026 revenue of $233.0 million, up 20.3% mainly from acquisitions, but diluted EPS fell 61.3% to $0.62 and adjusted EPS fell 21.1% to $1.42. Management attributed the profit decline mainly to interest expense on debt used for acquisitions, and organic revenue fell 2.9%. The results show growth in sales alongside lower per-share profit for shareholders.
Quarterly revenue of $233.0 million, up 20.3%, included $45.0 million from acquisitions while organic revenue fell 2.9%
Diluted EPS of $0.62 versus $1.60 a year earlier; adjusted EPS of $1.42 versus $1.80
Net debt of $764.2 million, a net leverage ratio of 2.3x within the company's 1-3x target range
Closed the MARS Parts acquisition for $650 million in cash, funded partly by a $600 million Term Loan A
Lazard reported fourth-quarter 2025 net revenue of $907 million, up 11% from a year earlier, while U.S. GAAP net income fell 42% to $50 million. Adjusted diluted EPS rose 3% to $0.80, and the company also named Tracy Farr as Chief Financial Officer. The mixed results matter to shareholders because GAAP earnings declined even as revenue grew.
Q4 2025 U.S. GAAP net revenue was $907 million, up 11%; full-year net revenue was $3,099 million, up 2%
Q4 2025 U.S. GAAP diluted EPS was $0.45, down 44%; adjusted diluted EPS was $0.80, up 3%
Full-year 2025 U.S. GAAP diluted EPS was $2.17, down 19%; adjusted diluted EPS was $2.44, up 4%
Tracy Farr was appointed Chief Financial Officer; a quarterly dividend of $0.50 per share was declared, payable February 20, 2026
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.
Honeywell reported fourth-quarter 2025 sales of $9.8 billion, up 6%, and adjusted sales of $10.1 billion, up 10%. GAAP earnings per share fell 72% to $0.49, mainly due to one-time charges including an impairment tied to assets held for sale and a charge related to Flexjet litigation, while adjusted EPS rose 17% to $2.59. The company expects 2026 adjusted EPS of $10.35 to $10.65 and now expects the Honeywell Aerospace spin-off in the third quarter of 2026.
Q4 2025 sales were $9,758 million, up 6%; adjusted sales were $10,070 million, up 10%.
Q4 2025 operating income fell 35% to $996 million; operating margin was 10.2%, down 640 basis points.
2026 outlook: adjusted EPS of $10.35 to $10.65, up 6% to 9%, and sales of $38.8 billion to $39.8 billion.
The Honeywell Aerospace spin-off is now expected in the third quarter of 2026, ahead of prior expectations.
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.
United Rentals reported fourth-quarter 2025 total revenue of $4.208 billion, but net income fell 5.2% to $653 million and diluted EPS was $10.27. The company also gave 2026 guidance calling for total revenue of $16.8 billion to $17.3 billion and adjusted EBITDA of $7.575 billion to $7.825 billion, and announced a new $5 billion share repurchase program plus a 10% dividend increase.
Q4 2025 total revenue was $4.208 billion, versus $4.095 billion a year earlier; net income was $653 million, versus $689 million.
Full-year 2025 total revenue was $16.099 billion and net income was $2.494 billion; full-year diluted EPS was $38.61.
2026 outlook: total revenue $16.8 billion to $17.3 billion; adjusted EBITDA $7.575 billion to $7.825 billion; free cash flow excluding merger and restructuring payments $2.15 billion to $2.45 billion.
The company intends to repurchase $1.5 billion of common stock in 2026, including $1.15 billion under the new program, and the quarterly dividend rises to $1.97 per share.
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
Whirlpool reported fourth-quarter and full-year 2025 results and gave 2026 guidance. Fourth-quarter net sales fell 0.9% to $4,098 million and ongoing earnings per diluted share dropped to $1.10 from $4.57, while full-year ongoing EPS fell 49.0% to $6.23. The company expects 2026 ongoing EPS of about $7.00, which would be above its 2025 ongoing result, and plans to pay down about $400 million of debt.
Q4 2025 net sales $4,098 million, down 0.9% year over year; Q4 GAAP EPS $1.91 versus a $7.10 loss a year earlier
Full-year 2025 net sales $15.5 billion, down 6.5%; ongoing EBIT $729 million, down 17.8%
2026 outlook: ongoing EPS about $7.00, GAAP EPS about $6.25, net sales $15.3 to $15.6 billion
2026 free cash flow guided at $400 to $500 million; Whirlpool reduced its stake in Whirlpool of India to about 40% and used proceeds to reduce debt
Beacon Financial reported fourth-quarter 2025 net income of $53.4 million, or $0.64 per share, compared with a net loss of $4.2 million in the third quarter, and its board approved a quarterly dividend of $0.3225 per share. The filing says the quarter included three months of combined results from the September 2025 merger with Brookline Bancorp versus one month in the prior quarter, so results may not be directly comparable to prior periods. For shareholders, the quarter shows a return to profit and a dividend more than double the $0.135 paid a year earlier, while full-year 2025 merger-related charges totaled $70.1 million.
Q4 2025 net income was $53.4 million, or $0.64 per share, versus a net loss of $4.2 million, or $0.05 per share, in Q3 2025.
Q4 2025 operating earnings (non-GAAP) were $66.4 million, or $0.79 per share.
Full-year 2025 net income was $90.3 million, or $1.03 per share, including $70.1 million of merger-related charges.
Quarterly dividend of $0.3225 per share is payable February 27, 2026, to holders of record on February 13, 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.
Southwest reported 2025 net income of $441 million, or $0.79 per diluted share, down 5.2% from $465 million a year earlier, while full-year operating revenues reached a record $28.1 billion, up 2.1%. The company guided 2026 adjusted EPS of at least $4.00, and said Winter Storm Fern is included in its first quarter and full-year outlook.
Q4 2025 net income was $323 million, or $0.61 per diluted share, up from $261 million, or $0.42, a year earlier.
Full-year 2025 adjusted EBIT was $574 million, above prior guidance of $500 million; full-year adjusted EPS was $0.93, down from $0.96.
2026 adjusted EPS guidance is at least $4.00; first quarter 2026 adjusted EPS is guided at least $0.45.
Southwest returned $2.9 billion to shareholders in 2025 through share repurchases and dividends.
CONMED reported fourth-quarter 2025 sales of $373.2 million, up 7.9%, while GAAP diluted earnings per share fell to $0.54 from $1.08, and adjusted EPS rose to $1.43 from $1.34. For 2026, the company expects adjusted diluted EPS of $4.30 to $4.45, compared with $4.59 adjusted for full-year 2025, so shareholders face a lower adjusted earnings outlook despite higher sales.
Q4 2025 net sales $373.2 million, up 7.9% as reported and 7.1% in constant currency; international revenue up 17.0%, domestic up 1.4%
Q4 GAAP diluted EPS $0.54 vs $1.08 a year earlier; adjusted diluted EPS $1.43 vs $1.34
Full-year 2025 net sales $1,374.7 million, up 5.2%; GAAP diluted EPS $1.51 vs $4.25 in 2024; adjusted EPS $4.59 vs $4.17
2026 outlook: reported revenue $1.345 billion to $1.375 billion and adjusted diluted EPS $4.30 to $4.45
ServiceNow reported fourth-quarter 2025 total revenue of $3,568 million, up 20.5% from a year earlier, and GAAP net income of $401 million, or $0.38 per diluted share, compared with $384 million, or $0.37, in the same quarter of 2024. The company also gave first-quarter and full-year 2026 subscription revenue guidance and said its board authorized an additional $5.0 billion in share repurchases, which it said will help manage dilution.
Q4 2025 total revenue $3,568 million (up 20.5%); subscription revenue $3,466 million (up 21%)
Q4 2025 income from operations $443 million, up from $374 million a year earlier
Full-year 2026 GAAP subscription revenue guidance of $15,530 million to $15,570 million
Board authorized $5.0 billion in additional repurchases; about $1.4 billion remained under prior authorizations as of December 31, 2025, and a $2 billion accelerated share repurchase is planned
First Interstate BancSystem reported fourth-quarter 2025 net income of $108.8 million, or $1.08 per diluted share, up from $71.4 million in the third quarter and $52.1 million a year earlier. The results include a $62.7 million gain from the sale of its Arizona and Kansas branches, which closed on October 10, 2025, and the board raised its stock repurchase authorization by $150.0 million, to $300.0 million in total since August 2025.
Q4 2025 net income of $108.8 million, or $1.08 per diluted share, versus $0.69 in Q3 2025 and $0.50 in Q4 2024
$62.7 million gain from the sale of the Arizona and Kansas branches, which closed on October 10, 2025, was the main driver of higher noninterest income
Net interest income fell 3.7% year over year to $206.4 million in Q4 2025, while net interest margin rose to 3.36%
Board authorized an additional $150.0 million for buybacks on January 27, 2026, and declared a $0.47 per share dividend payable February 20, 2026 to holders of record as of February 10, 2026
Meta reported fourth-quarter 2025 revenue of $59.89 billion, up 24%, and diluted EPS of $8.88, up 11%, but full-year net income fell 3% to $60.46 billion and diluted EPS fell 2% to $23.49 after a valuation allowance charge tied to the One Big Beautiful Bill Act raised the full-year tax provision to $25.47 billion. The company guided to 2026 total expenses of $162-169 billion and capital expenditures of $115-135 billion, and said it expects 2026 operating income to exceed 2025 operating income.
Q4 2025 revenue was $59.89 billion, up 24% year over year; income from operations rose 6% to $24.75 billion, and operating margin fell to 41% from 48%.
Full-year 2025 effective tax rate was 30%, versus 12% in 2024; the company said it would have been 13% absent the charge.
Q1 2026 revenue guidance is $53.5-56.5 billion, with an assumed foreign currency tailwind of about 4%.
Capital expenditures were $72.22 billion in 2025; 2026 capital expenditures are expected at $115-135 billion.
Progressive reported December 2025 net income of $1.147 billion, up 22% from $942 million a year earlier, and full-year 2025 net income of $11.308 billion, up from $8.480 billion in 2024. The company also said CFO John Sauerland will retire on July 3, 2026, and Chief Strategy Officer Andrew Quigg is expected to succeed him.
December 2025 net income was $1.147 billion versus $942 million; diluted EPS was $1.95 versus $1.60.
December combined ratio was 87.1 versus 84.1 a year earlier, a higher (less favorable) figure.
Full-year 2025 net income was $11.308 billion versus $8.480 billion; full-year diluted EPS was $19.23 versus $14.40.
Sauerland retires July 3, 2026; Quigg is expected to be appointed CFO upon his retirement.
Scotts Miracle-Gro reported first-quarter net sales of $354.4 million, down 3% from a year earlier, and a net loss of $125.0 million, compared with $69.5 million a year earlier. The larger loss reflects a $77.2 million loss from discontinued operations tied to Hawthorne, which is being sold to Vireo Growth, Inc. The company reaffirmed its fiscal 2026 guidance and authorized a $500 million share repurchase program, with repurchases expected to begin in late 2026.
Net sales were $354.4 million, down 3% from $366.6 million in the prior-year quarter.
Net loss from continuing operations narrowed to $47.8 million, or $0.83 per share, from $66.1 million, or $1.15 per share; total net loss was $125.0 million, or $2.16 per share.
Hawthorne sale to Vireo Growth, Inc. is in advanced discussions, with closing anticipated in the fiscal second quarter.
Board approved a share repurchase program of up to $500 million; fiscal 2026 guidance, including $275 million of free cash flow, was reaffirmed.
Extreme Networks reported fiscal second-quarter revenue of $317.9 million, up 14% from a year earlier, and GAAP diluted EPS of $0.06, unchanged from last year. The CFO said the company is raising its fiscal 2026 revenue outlook, which now targets $1,262.0 million to $1,270.0 million, while GAAP operating margin fell to 4.1% from 4.5%.
Q2 revenue $317.9 million, up from $279.4 million a year earlier
GAAP diluted EPS $0.06 versus $0.06 last year; non-GAAP diluted EPS $0.26 versus $0.21
FY26 revenue target raised to $1,262.0 million to $1,270.0 million; FQ3 revenue target $309.1 million to $314.1 million
GAAP operating margin 4.1% versus 4.5% last year; ending cash $219.8 million
Corning reported fourth-quarter 2025 GAAP sales of $4.22 billion, up 20% from a year earlier, and GAAP diluted EPS of $0.62 versus $0.36. It also forecast first-quarter 2026 core sales of $4.2 billion to $4.3 billion and core EPS of $0.66 to $0.70, and raised its internal Springboard sales target, which matters to shareholders because it signals expected growth and profit gains.
Q4 2025 GAAP sales $4.22 billion (up 20% year over year); core sales $4.41 billion (up 14%)
Q4 2025 GAAP EPS $0.62 vs. $0.36 a year earlier; core EPS $0.72, up 26%
Full-year 2025 GAAP sales $15.63 billion; GAAP EPS $1.83 vs. $0.58 in 2024
Q1 2026 outlook: core sales $4.2 billion to $4.3 billion; core EPS $0.66 to $0.70; Meta agreement up to $6 billion
Littelfuse reported fourth-quarter 2025 net sales of $594 million, up 12%, but a $301 million non-cash goodwill impairment on its Semiconductor Products business produced a GAAP net loss of $242 million. Adjusted diluted EPS rose to $2.69 from $1.53, and the company guided first-quarter 2026 net sales to $625 million to $645 million, with adjusted EPS of $2.70 to $2.90.
Q4 2025 net sales were $594 million, up 12%; organic growth contributed 7%.
GAAP diluted loss per share was $9.72 for Q4 2025, versus a loss of $2.09 a year earlier, including the $301 million goodwill impairment.
Adjusted diluted EPS was $2.69 for Q4 2025, compared with $1.53 a year earlier; full-year 2025 adjusted EPS was $10.68, up 34%.
First-quarter 2026 guidance: net sales of $625 million to $645 million and adjusted diluted EPS of $2.70 to $2.90; the company also declared a $0.75 per share dividend payable March 5, 2026.
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