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).
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.
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.
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
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
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
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.
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
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.
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.
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
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
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.
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.
Stifel Financial reported record fourth-quarter net revenues of $1.56 billion, up from $1.36 billion a year earlier, and diluted EPS of $2.31 versus $2.09. For the full year, net income available to common shareholders fell to $646.5 million, or $5.87 per diluted share, from $694.1 million, or $6.25, as elevated legal provisions weighed on results. The board also declared a three-for-two stock split and an 11% dividend increase.
Q4 2025 net revenues $1.56 billion, up 14.4% from $1.36 billion; diluted EPS $2.31 versus $2.09
Full-year 2025 net revenues $5.53 billion; diluted EPS $5.87 versus $6.25, with $1.16 per share of after-tax legal provisions cited
Three-for-two stock split as a 50% stock dividend, distributed February 26, 2026, to holders of record February 12, 2026
Quarterly common dividend raised 11% to $0.51 per share starting in the first quarter of 2026
Lennox reported fourth-quarter 2025 revenue of $1.2 billion, down 11%, and adjusted diluted EPS of $4.45, down 22%, with figures reflecting a change from LIFO to FIFO inventory accounting. The company also guided for 2026 revenue growth of about 6% to 7% and adjusted EPS of $23.50 to $25.00, which shareholders can compare with a full-year 2025 adjusted EPS of $23.16.
Q4 2025 revenue $1.2 billion, down 11%; segment profit $212 million, down 16%
Q4 GAAP diluted EPS $4.07 versus $5.64 a year earlier; adjusted diluted EPS $4.45 versus $5.72 restated basis, down 22%
Full year 2025 adjusted diluted EPS $23.16, up 2%; revenue $5.2 billion, down 3%
2026 guidance: revenue up about 6% to 7%, adjusted EPS $23.50 to $25.00, free cash flow $750 million to $850 million
Elevance Health reported fourth quarter 2025 operating revenue of $49.3 billion, up 10% from a year earlier, and GAAP diluted EPS of $2.47 versus $1.81. For the full year, GAAP diluted EPS fell 1.8% to $25.21 and adjusted diluted EPS fell 8.3% to $30.29. The company projects 2026 adjusted diluted EPS of at least $25.50 and GAAP diluted EPS of at least $22.30, both below 2025 levels.
Q4 2025 operating gain was $0.3 billion versus $0.7 billion a year earlier; benefit expense ratio rose to 93.5%, up 110 basis points.
Full-year 2025 adjusted operating gain was $7.5 billion versus $9.3 billion in 2024.
2026 outlook: total operating revenue expected to decline at a low single digit rate; adjusted operating gain of at least $6.8 billion.
Returned $4.1 billion to shareholders in 2025; Q1 2026 dividend declared at $1.72 per share, payable March 25, 2026.
Qorvo reported fiscal 2026 third-quarter revenue of $993.0 million, up 8.4% from a year earlier but down from $1,058.5 million in the prior quarter. GAAP diluted EPS was $1.75, versus $0.43 a year earlier. The company expects March quarter revenue of about $800 million, which implies a steep sequential decline and is a key consideration for shareholders.
Q3 revenue of $993.0 million, up 8.4% year over year from $916.3 million and down from $1,058.5 million in fiscal Q2
GAAP diluted EPS of $1.75 versus $0.43 a year earlier; non-GAAP diluted EPS of $2.17 versus $1.61
March 2026 quarter outlook: revenue of about $800 million plus or minus $25 million, non-GAAP gross margin of 48% to 49%, non-GAAP diluted EPS of $1.20 plus or minus 15 cents
Applied Industrial Technologies reported fiscal 2026 second-quarter net sales of $1.2 billion, up 8.4%, and net income of $95.3 million, or $2.51 per diluted share, up 4.6%. The company narrowed its fiscal 2026 EPS guidance to $10.45 to $10.75 from $10.10 to $10.85, and also announced an acquisition and an 11% dividend increase.
Q2 diluted EPS of $2.51 versus $2.39 a year earlier; EBITDA of $140.4 million, up 3.9%
FY26 EPS guidance adjusted to $10.45 to $10.75 (prior $10.10 to $10.85); LIFO expense guidance raised to $24 million to $26 million
Acquisition of Thompson Industrial Supply Inc., expected to generate about $20 million in annual sales in its first year
Quarterly dividend raised 11% to $0.51 per share, payable February 27, 2026, to holders of record on February 13, 2026
Sysco reported fiscal second-quarter 2026 results for the 13 weeks ended December 27, 2025. Sales rose 3.0% to $20.8 billion, but GAAP operating income fell 2.8% to $692 million and GAAP net earnings fell 4.2% to $389 million, while adjusted diluted EPS rose 6.5% to $0.99. Management now expects full-year adjusted EPS at the high end of its previously provided $4.50-$4.60 range, a guidance change shareholders will weigh against the lower GAAP profit.
Sales rose 3.0% to $20.8 billion; U.S. Foodservice local case volume rose 1.2%.
GAAP diluted EPS fell 1.2% to $0.81; adjusted diluted EPS rose 6.5% to $0.99.
Full-year adjusted EPS now expected at the high end of the prior $4.50-$4.60 range, per CEO Kevin Hourican and CFO Kenny Cheung.
Cash balance was $1.2 billion at quarter end; dividends paid were $518 million in the first 26 weeks.
World Acceptance Corporation reported a net loss of $0.9 million, or $0.19 per diluted share, for its fiscal third quarter ended December 31, 2025, compared with net income of $13.4 million, or $2.45 per diluted share, a year earlier. Total revenues rose 1.9% to $141.3 million, but the provision for credit losses increased to $51.4 million, and the company said new customer growth required a substantial rebuild of its loan loss allowance.
Q3 net loss of $0.9 million ($0.19 per diluted share) versus net income of $13.4 million ($2.45 per share) a year earlier
Total revenues rose 1.9% to $141.3 million; provision for credit losses rose $7.3 million to $51.4 million
Gross loans rose 1.5% year over year to $1.40 billion; net charge-offs rose to 18.7% of average net loans on an annualized basis
Company expects a 3-5% reduction in headcount and lower charge-offs as new customers gain tenure
Boeing reported fourth-quarter 2025 revenue of $23.9 billion, up 57% from a year earlier, and GAAP diluted earnings of $10.23 per share versus a loss of $5.46 per share in the prior-year quarter. The profit was driven mainly by a $9.6 billion gain on the sale tied to closing the Digital Aviation Solutions transaction, so shareholders should weigh the gain against underlying operating results, which remained a loss in Commercial Airplanes and Defense, Space & Security.
Q4 revenue $23.9 billion versus $15.2 billion; 160 commercial deliveries versus 57
GAAP diluted EPS $10.23; core EPS (non-GAAP) $9.92, versus a loss of $5.90 a year earlier
Full-year 2025 revenue $89.5 billion, up 34%; GAAP diluted EPS $2.48 versus a loss of $18.36 in 2024
Full-year 2025 free cash flow (non-GAAP) was negative $1.9 billion; cash and marketable securities rose to $29.4 billion at year-end
General Motors reported a fourth-quarter 2025 net loss of $3.3 billion, which included more than $7.2 billion in special charges tied to electric vehicle capacity changes and U.S. policy shifts. Full-year 2025 net income fell to $2.7 billion from $6.0 billion, while the company guided to 2026 EBIT-adjusted of $13.0 billion to $15.0 billion and raised its quarterly dividend 20% to $0.18 per share alongside a new $6.0 billion share repurchase authorization.
Q4 2025 revenue was $45.3 billion, down 5.1% from $47.7 billion; EBIT-adjusted rose 13.3% to $2.8 billion.
Full-year 2025 EPS-diluted was $3.27 versus $6.37 in 2024; EPS-diluted-adjusted was $10.60, flat year over year.
2026 guidance: EBIT-adjusted $13.0 billion to $15.0 billion and EPS-diluted $11.00 to $13.00.
Quarterly dividend raised to $0.18 per share, payable March 19, 2026; new $6.0 billion buyback with no expiration date.
American Airlines reported fourth-quarter 2025 revenue of $14.0 billion, up 2.5% from a year earlier, while GAAP net income fell to $99 million, or $0.15 per diluted share, from $590 million, or $0.84. The company guided to full-year 2026 adjusted EPS of $1.70 to $2.70 but expects a first-quarter 2026 adjusted loss of $0.10 to $0.50 per diluted share, citing Winter Storm Fern, which shareholders should weigh against the stronger revenue outlook.
Q4 2025 total operating revenues were $14.0 billion, up 2.5%; full-year revenue was $54.6 billion, up 0.8%
Q4 2025 GAAP net income was $99 million ($0.15 per diluted share) versus $590 million ($0.84) a year earlier; full-year net income was $111 million ($0.17)
Q1 2026 guidance calls for total revenue up 7.0% to 10.0% and an adjusted loss of $0.10 to $0.50 per diluted share; the storm has caused more than 9,000 flight cancellations
The company reduced total debt by $2.1 billion in 2025 to $36.5 billion and expects free cash flow of more than $2 billion in 2026
Invesco reported fourth-quarter 2025 results on January 27, 2026. Operating revenues rose 6.2% from a year earlier to $1,692.0 million, but a $1.8 billion non-cash intangible asset impairment produced a GAAP loss of $2.61 per diluted share, compared with diluted EPS of $0.46 a year earlier. Excluding the impairment, adjusted diluted EPS was $0.62, up from $0.52, and the company declared a $0.21 per share common dividend.
GAAP diluted EPS was a loss of $2.61 versus $0.46 in Q4 2024, driven by a $1.8 billion non-cash intangible asset impairment.
Adjusted diluted EPS was $0.62, up from $0.52 in Q4 2024; net revenues rose 8.8% to $1,258.9 million.
Net long-term inflows were $19.1 billion in the quarter, and ending assets under management reached $2.2 trillion.
Common dividend of $0.21 per share is payable March 3, 2026, to holders of record on February 13, 2026.
UnitedHealth reported fourth quarter and full year 2025 results on January 27, 2026. Full year revenue rose to $447.6 billion, but diluted earnings per share fell to $13.23 from $15.51, after a fourth quarter charge of $1.6 billion net of taxes, or $1.78 per share. The company also issued 2026 guidance calling for diluted earnings per share above $17.10 and adjusted earnings per share above $17.75.
Q4 2025 diluted EPS was $0.01 versus $5.98 in Q4 2024; adjusted EPS was $2.11 versus $6.81
Full year 2025 revenue was $447.6 billion, up 12% year over year; diluted EPS was $13.23 versus $15.51 in 2024
Q4 2025 included a $1.6 billion net-of-tax charge ($1.78 per share) tied to cyberattack costs, divestitures, and restructuring
2026 outlook: revenue above $439.0 billion, earnings from operations above $24.0 billion, and cash flows from operations above $18.0 billion
Polaris reported fourth quarter 2025 sales of $1.92 billion, up 9% from a year earlier, but a reported net loss of $304 million, or $5.34 per diluted share, driven by charges tied to the held-for-sale Indian Motorcycle business. The company guided 2026 sales up 1% to 3% and adjusted diluted EPS of $1.50 to $1.60, compared with an adjusted loss of $0.01 in 2025.
Q4 2025 sales were $1.92 billion, up 9% year over year; adjusted Q4 EPS was $0.08.
Q4 reported net loss attributable to Polaris was $304 million ($5.34 per diluted share), versus net income of $11 million ($0.19 per share) in Q4 2024.
Q4 2025 results included $288 million in impairment and other charges tied to the Indian Motorcycle business held for sale.
2026 outlook: sales up 1% to 3% and adjusted diluted EPS of $1.50 to $1.60, versus an adjusted loss of $0.01 in 2025.
Booz Allen reported fiscal third-quarter 2026 results for the quarter ended December 31, 2025, with revenue down 10.2% year over year to $2.6 billion. The company said revenue fell about 6% excluding the impact of the government shutdown, while adjusted diluted EPS rose 14.2% to $1.77. It raised its fiscal 2026 adjusted diluted EPS guidance but lowered its free cash flow guidance, so the results point in different directions for shareholders.
Revenue was $2.6 billion, down 10.2% from $2.9 billion a year earlier; adjusted EBITDA was $285 million, down 14.2%, with a 10.9% margin.
Adjusted diluted EPS was $1.77, up 14.2% from $1.55; GAAP diluted EPS was $1.63, up 12.4% from $1.45.
Fiscal 2026 adjusted diluted EPS guidance was raised to $5.95 to $6.15 from $5.45 to $5.65.
Fiscal 2026 free cash flow guidance was lowered to $825 million to $900 million from $850 million to $950 million.
Materion said a quality issue at a large precision clad strip customer will lead to a fourth-quarter charge of about $20 to $25 million, excluded from non-GAAP results. The company estimates adjusted EPS of $1.50-$1.55 for the fourth quarter and $5.40-$5.45 for full-year 2025, which it says is slightly below the midpoint of its full-year guidance. Shareholders get a preliminary view ahead of the February 12, 2026 earnings release, and the figures remain unaudited.
Fourth-quarter charge of approximately $20 to $25 million covers a quality claim, material scrap and temporary plant idling costs
Adjusted EPS estimated at $1.50-$1.55 for Q4 and $5.40-$5.45 for full-year 2025, both excluding the charge
Estimates are slightly below the midpoint of full-year guidance; Electronic Materials and Precision Optics performed better than expected
Fourth-quarter earnings release scheduled for February 12, 2026; figures are preliminary and unaudited
Alaska Air Group reported fourth-quarter and full-year 2025 results on January 22, 2026. Fourth-quarter revenue rose 3% to $3.6 billion, and adjusted EPS of $0.43 beat the company's prior expectation of about $0.10, but both GAAP and adjusted EPS fell sharply from a year earlier. The company guided to full-year 2026 adjusted EPS of $3.50 to $6.50 and a first-quarter adjusted loss of $0.50 to $1.50 per share.
Q4 2025 GAAP net income was $21 million, or $0.18 per share, versus $71 million, or $0.55 per share, in Q4 2024.
Q4 2025 adjusted EPS was $0.43, versus $0.97 a year earlier and the company's prior expectation of about $0.10.
Full-year 2025 adjusted EPS was $2.44, versus $4.87 in 2024; the company repurchased 11.3 million shares for $570 million in 2025.
2026 guidance: full-year adjusted EPS of $3.50 to $6.50; first-quarter adjusted EPS of ($1.50) to ($0.50).
Sallie Mae reported fourth-quarter 2025 GAAP diluted EPS of $1.12, up from $0.50 a year earlier, and full-year EPS of $3.46, up from $2.68 in 2024. It also authorized a new $500 million share repurchase program and expects 2026 GAAP diluted EPS of $2.70 to $2.80, below the 2025 level. Shareholders get higher 2025 profit and new capital returns, but the 2026 outlook points to lower per-share earnings than 2025.
Q4 2025 net income was $233 million, versus $112 million in Q4 2024; full-year 2025 net income was $745 million, versus $608 million in 2024.
For 2026, the company expects GAAP diluted EPS of $2.70 to $2.80, net charge-offs of $345 million to $385 million, and non-interest expenses of $750 million to $780 million.
The board authorized a $500 million buyback starting January 22, 2026, expected to run about 24 months through February 4, 2028.
The 2024 buyback program had $33 million of capacity left as of December 31, 2025 and expires February 6, 2026.
Capital One reported fourth-quarter 2025 net income of $2.1 billion, or $3.26 per diluted share, up from $2.67 a year earlier but down from $4.83 in the third quarter. On January 22, 2026, it also agreed to acquire Brex Inc. for $5.15 billion, with about 50% cash and 50% stock, which adds a large deal shareholders will need to weigh.
Q4 2025 net income $2.1 billion, or $3.26 per diluted share, versus $4.83 in Q3 2025 and $2.67 in Q4 2024
Company-defined adjusted EPS, excluding adjusting items, was $3.86 per diluted share
Total net revenue rose 1% from Q3 to $15.6 billion; provision for credit losses rose $1.4 billion to $4.1 billion
Brex acquisition agreed January 22, 2026 for $5.15 billion, about 50% cash and 50% stock
Freeport-McMoRan reported fourth-quarter 2025 net income attributable to common stock of $406 million, or $0.28 per share, up from $274 million, or $0.19 per share, a year earlier. Operating income fell to $811 million from $1,243 million, and the company cited $282 million in after-tax charges, mainly tied to the September 2025 mud rush incident at PTFI's Grasberg mine, which remains partly shut. The company expects a phased restart of the Grasberg Block Cave mine beginning in the second quarter of 2026.
Q4 2025 revenues were $5,633 million, compared with $5,720 million in Q4 2024; adjusted net income was $688 million, or $0.47 per share.
Full-year 2025 net income was $2,204 million, or $1.52 per share, versus $1,889 million, or $1.30 per share, in 2024.
For 2026, consolidated copper sales are expected to approximate 3.4 billion pounds and capital expenditures about $4.3 billion.
Operating cash flows for 2026 would approximate $8 billion at assumed prices, or $11 billion at recent prices, per the filing.
Procter & Gamble reported fiscal second-quarter 2026 net sales of $22.2 billion, up 1%, while organic sales were unchanged and diluted EPS fell 5% to $1.78 on higher restructuring charges. The company lowered its fiscal 2026 diluted EPS growth outlook to 1% to 6% from 3% to 9%, but kept its core EPS, sales and cash return guidance, so shareholders face lower reported earnings even as underlying results held steady.
Net sales of $22.2 billion, up 1%; organic sales unchanged for the quarter ended December 31, 2025.
Diluted EPS of $1.78, down 5%; core EPS of $1.88, unchanged from the prior year.
Fiscal 2026 diluted EPS growth outlook cut to 1% to 6% from 3% to 9%; core EPS growth outlook of in-line to up 4% maintained.
Returned $4.8 billion to shareowners in the quarter: $2.5 billion in dividends and $2.3 billion in share repurchases.
BankUnited reported fourth-quarter 2025 net income of $69.3 million, or $0.90 per diluted share, down from $0.95 in the prior quarter and roughly flat with a year earlier, while full-year 2025 net income rose 15% to $268.4 million. The board also authorized up to $200 million in additional share repurchases and a $0.02 increase in the quarterly dividend to $0.33 per share, which adds to shareholder capital returns.
Fourth-quarter net income was $69.3 million, or $0.90 diluted EPS, including a $3.8 million software write-down; third-quarter 2025 was $71.9 million, or $0.95.
Full-year 2025 net income was $268.4 million, or $3.53 diluted EPS, up 15% from 2024.
On January 20, 2026, the board authorized repurchases of up to $200 million of common stock, in addition to $55.5 million remaining at December 31, 2025.
The quarterly dividend will increase $0.02 per share to $0.33 from $0.31.
Concentrix reported fourth-quarter and fiscal 2025 results (ended November 30, 2025) with revenue up 4.3% in the quarter and 2.2% for the year. A non-cash goodwill impairment charge of $1,523.3 million produced a fourth-quarter diluted loss of $23.85 per share and a fiscal-year net loss of $1,278.9 million, while non-GAAP diluted EPS fell 9.5% in the quarter. The company also issued fiscal 2026 guidance calling for revenue of $10.035 billion to $10.180 billion and non-GAAP diluted EPS of $11.48 to $12.07.
Q4 revenue was $2,552.9 million, up 4.3% year-on-year; non-GAAP diluted EPS was $2.95 versus $3.26 a year earlier
Fiscal 2025 diluted loss per share was $(20.36) including the $1,523.3 million goodwill impairment, compared with $3.71 of diluted EPS in fiscal 2024
Fiscal 2026 guidance: reported revenue of $10.035 billion to $10.180 billion; non-GAAP diluted EPS of $11.48 to $12.07; adjusted free cash flow of $630 million to $650 million
Quarterly dividend of $0.36 per share declared, payable February 10, 2026, to holders of record on January 30, 2026
BioMarin said at the J.P. Morgan Healthcare Conference that preliminary 2025 total revenue was about $3.2 billion, within its prior guidance, and that VOXZOGO sales were about $920 million. The company also expects a fourth-quarter 2025 Roctavian asset write-down of $230 million to $260 million, which reduces non-GAAP diluted EPS by $0.60 to $0.64 per share, while its non-GAAP EPS guidance excluding the write-down is unchanged.
Preliminary 2025 total revenue of about $3.2 billion, against prior guidance of $3.15 billion to $3.2 billion
VOXZOGO 2025 revenue of about $920 million, against prior guidance of $900 million to $935 million
Roctavian write-down of $230 million to $260 million in Q4 2025, with $120 million to $125 million reducing non-GAAP diluted EPS by $0.60 to $0.64 per share
Full fourth-quarter and 2025 results expected in February 2026; figures are unaudited and preliminary
Neogen reported fiscal 2026 second-quarter revenue of $224.7 million, down 2.8% from a year earlier, though core revenue rose 2.9%. The net loss narrowed to $15.9 million from $456.3 million a year earlier, which included a goodwill impairment, but adjusted net income fell to $22.6 million from $24.4 million. The company raised its fiscal 2026 revenue outlook to $845 million to $855 million and its adjusted EBITDA outlook to about $175 million.
Revenue was $224.7 million, down 2.8% from $231.3 million; core revenue rose 2.9%, while divestitures and discontinued product lines reduced revenue by 6.6%.
Net loss was $15.9 million, or $(0.07) per diluted share, versus a $456.3 million loss a year earlier that included a $461.4 million goodwill impairment.
Adjusted EBITDA was $48.7 million, down from $51.4 million; gross margin was 47.5%, down from 49.0%, citing tariff costs, inventory write-offs and product mix.
For fiscal 2026, revenue is now expected at $845 million to $855 million and adjusted EBITDA at approximately $175 million.
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