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
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.
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.
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.
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.
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.
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
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.
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.
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
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
AT&T reported fourth-quarter 2025 revenue of $33.5 billion, up 3.6% year over year, and adjusted EPS of $0.52 versus $0.43 a year earlier, while diluted EPS fell to $0.53 from $0.56. The company also gave a multi-year outlook for 2026-2028, including 2026 adjusted EPS of $2.25 to $2.35, plans to return $45 billion or more to shareholders, and a new segment structure that separates Legacy copper operations from advanced connectivity.
Q4 2025 revenue $33.5 billion vs. $32.3 billion a year earlier; net income $4.2 billion vs. $4.4 billion
Full-year 2025 diluted EPS $3.04 vs. $1.49; adjusted EPS $2.12 vs. $1.95
2026 outlook: adjusted EPS $2.25 to $2.35, capital investment $23 billion to $24 billion, free cash flow $18 billion or more
Plans to return $45 billion or more to shareholders during 2026-2028 and repurchase about $8 billion of stock in 2026
GE Vernova reported fourth-quarter 2025 revenue of $11.0 billion, up 4%, and net income of $3.7 billion, which included a $2.9 billion tax benefit. It raised its 2026 revenue and free cash flow guidance, now including the Prolec GE acquisition, which is expected to close on February 2, 2026. For shareholders, the filing shows higher reported sales and a raised outlook, while Wind segment losses and the one-time tax benefit affect how the profit figures should be read.
Q4 2025 revenue was $11.0 billion, up 4%, and full-year 2025 revenue was $38.1 billion, up 9%.
Q4 2025 net income was $3.7 billion, including a $2.9 billion tax benefit from a U.S. valuation allowance release; Q4 2024 net income was $484 million.
2026 revenue guidance is $44-$45 billion, up from $41-$42 billion; free cash flow guidance is $5.0-$5.5 billion, up from $4.5-$5.0 billion.
Wind segment expects approximately $400 million of segment EBITDA losses in 2026, and the Prolec GE acquisition for $5.275 billion is expected to close on February 2, 2026.
StandardAero released unaudited preliminary estimates for full-year 2025 on January 27, 2026. Revenue, net income, Adjusted EBITDA and free cash flow are all estimated well above 2024 levels, but the figures are ranges because year-end closing is not finished and results may differ materially. The company said it will disclose full 2025 results and its 2026 outlook next month.
Revenue estimated at $6,053.0 million to $6,083.0 million, up 15.6% to 16.1% from $5,237.2 million in 2024
Net income estimated at $270.0 million to $280.0 million, compared with $11.0 million in 2024
Adjusted EBITDA estimated at $806.0 million to $812.0 million; free cash flow $200.0 million to $210.0 million, versus a $45.0 million use of cash in 2024
Figures are unaudited and preliminary; full 2025 results and 2026 outlook to be disclosed next month
Nextpower reported third-quarter fiscal 2026 revenue of $909 million, up 34% from a year earlier, and raised its fiscal 2026 revenue and profitability outlook. The board also approved a share repurchase program of up to $500 million over three years, and the company reported $953 million in cash and no debt at quarter end. GAAP diluted EPS was $0.85, up from $0.79 a year earlier but down from $0.97 in the prior quarter.
Q3 FY26 revenue was $909 million, up from $679 million in Q3 FY25; GAAP diluted EPS was $0.85 versus $0.79 a year earlier and $0.97 in Q2 FY26.
FY26 revenue outlook raised to $3.425 billion to $3.500 billion from $3.275 billion to $3.475 billion; GAAP diluted EPS outlook raised to $3.43 to $3.53 from $3.26 to $3.46.
Board approved a share repurchase program of up to $500 million of Class A common stock with a term of three years.
Company reported $953 million in cash and cash equivalents and no debt at December 31, 2025, and received an investment grade rating from Fitch.
HCA Healthcare reported fourth-quarter 2025 revenue of $19.513 billion, up 6.7 percent, and diluted EPS of $8.14, up 44.6 percent from a year earlier, when results included a $0.59 per share facility loss. The company also issued 2026 guidance of $29.10 to $31.50 diluted EPS and authorized an additional $10 billion share repurchase program, with a $0.78 quarterly dividend declared.
Q4 2025 net income attributable to HCA was $1.878 billion, up 30.6 percent; adjusted diluted EPS was $8.01, up 28.8 percent.
Full-year 2025 revenue was $75.600 billion and diluted EPS was $28.33, compared with $22.00 in 2024.
2026 guidance: revenue $76.500 to $80.000 billion; net income $6.495 to $7.035 billion; adjusted EBITDA $15.550 to $16.450 billion.
Board authorized up to $10 billion in additional buybacks and declared a $0.78 dividend payable March 31, 2026.
Crane reported fourth-quarter 2025 sales of $581.0 million, up 6.8%, with GAAP earnings per diluted share from continuing operations of $1.39, up from $1.20 a year earlier. The company also initiated 2026 adjusted EPS guidance of $6.55 to $6.75 and said Executive Vice President and COO Alex Alcala will succeed Max Mitchell as President and CEO on April 27, 2026, with Mitchell becoming Executive Chairman.
Q4 2025 sales $581.0 million, up 6.8%; GAAP EPS from continuing operations $1.39 vs. $1.20; adjusted EPS $1.53 vs. $1.26
2026 adjusted EPS outlook of $6.55 to $6.75, about 10% growth at the midpoint versus 2025 on a comparable basis
Alex Alcala to become President and CEO effective April 27, 2026; Max Mitchell to become Executive Chairman
Quarterly dividend raised 11% to $0.255 per share, payable March 11, 2026
Customers Bancorp reported unaudited fourth-quarter 2025 net income available to common shareholders of $70.1 million, or $1.98 per diluted share, up from $23.3 million, or $0.71 per diluted share, a year earlier, though down from $73.7 million, or $2.20 per diluted share, in the third quarter. Full-year 2025 net income was $209.2 million, or $6.26 per diluted share, compared with $5.09 in 2024, and the company gave 2026 targets for loan and deposit growth, net interest income, non-interest expense, capital and tax rate, while Sam Sidhu became chief executive effective January 1, 2026.
Q4 2025 core earnings were $72.9 million, or $2.06 per diluted share, versus $1.36 in Q4 2024.
Net interest income was $204.4 million in Q4 2025, and full-year 2025 net interest income was a record $750.5 million.
2026 targets: loan and deposit growth of 8% to 12%, net interest income of $800 million to $830 million, and non-interest expenses of $440 million to $460 million.
Sam Sidhu became Chief Executive Officer effective January 1, 2026, and Jay Sidhu is Executive Chairman.
Life360 released preliminary, unaudited fourth-quarter and full-year 2025 results, saying full-year revenue and Adjusted EBITDA will exceed its prior guidance. The company also expects about 20% monthly active user growth in 2026 and plans to invest in strategic growth initiatives, which may weigh on margins. Full results and detailed 2026 guidance are due on a March 2, 2026 investor call.
Full-year 2025 revenue expected at $486-489 million, about 31-32% year-over-year growth
Full-year 2025 Adjusted EBITDA expected at $87-92 million, about an 18-19% margin
Q4 2025 monthly active users reached 95.8 million; Paying Circles reached 2.8 million
Investor call with CEO Lauren Antonoff and CFO Russell Burke set for March 2, 2026 PT
East West Bancorp reported record full-year 2025 net income of $1.3 billion, or $9.52 per diluted share, both up 14% from 2024, with revenue up 12% to $2.9 billion. Fourth-quarter net income was $356 million, or $2.55 per diluted share, down 3.3% from the third quarter. The board raised the quarterly common stock dividend by 33% to $0.80 per share, which increases the cash returned to shareholders.
Full-year 2025 net income was $1.3 billion, or $9.52 per diluted share, up 14% year-over-year.
Full-year 2025 revenue was $2.9 billion, up $318 million, or 12%.
Fourth-quarter 2025 net income was $356 million, or $2.55 per diluted share, down 3.3% from the third quarter.
Quarterly dividend raised to $0.80 per share from $0.60, payable February 17, 2026 to holders of record as of February 2, 2026.
SouthState Bank reported fourth-quarter 2025 diluted earnings per share of $2.46, up 32% from a year earlier, on net income of $247.7 million. The board also approved a repurchase plan of up to 5,560,000 shares, effective through December 31, 2027, and declared a $0.60 quarterly dividend.
Q4 2025 net income was $247.7 million versus $144.2 million in Q4 2024; Q3 2025 net income was $246.6 million
Net interest income was $581 million, down $19 million from the prior quarter; net interest margin was 3.85% versus 4.05% in Q3 2025
Repurchase plan of up to 5,560,000 shares runs through December 31, 2027; it does not obligate the company to buy any specific number of shares
Quarterly dividend of $0.60 per share is payable February 13, 2026 to holders of record as of February 6, 2026
Abbott reported fourth-quarter 2025 sales of $11.459 billion, up 4.4 percent, and adjusted diluted EPS of $1.50, up 12 percent. GAAP diluted EPS fell to $1.01 from $5.27, mainly because the prior-year quarter included a $7.497 billion non-cash tax benefit. Abbott projects 2026 organic sales growth of 6.5% to 7.5% and adjusted diluted EPS of $5.55 to $5.80.
Full-year 2025 sales were $44.3 billion, up 5.7 percent, and adjusted diluted EPS was $5.15, up 10 percent
Full-year 2025 GAAP diluted EPS was $3.72, down from $7.64 in 2024, which included a $7.497 billion non-cash tax benefit
Abbott expects first-quarter 2026 adjusted diluted EPS of $1.12 to $1.18
The pending Exact Sciences acquisition is expected to close in the second quarter of 2026
McCormick reported fourth-quarter and fiscal 2025 results for the period ended November 30, 2025, with net sales up 3% in the quarter and adjusted earnings per share of $0.86 versus $0.80 a year earlier. The company also issued fiscal 2026 guidance for adjusted earnings per share of $3.05 to $3.13 and net sales growth of 13% to 17%, reflecting the January 2, 2026 acquisition of a controlling interest in McCormick de Mexico.
Q4 2025 net sales rose 3% to a level tied to a 2.9% reported increase; adjusted EPS was $0.86 versus $0.80 in Q4 2024
Fiscal 2025 adjusted EPS was $3.00 versus $2.95 in 2024; reported EPS was $2.93 versus $2.92
Fiscal 2026 guidance: adjusted EPS of $3.05 to $3.13 (2% to 5% growth), net sales growth of 13% to 17%, and adjusted operating income growth of 16% to 20%
The board authorized a 7% increase to the quarterly dividend, the 40th consecutive year of dividend increases
Life Time Group Holdings (NYSE: LTH) released preliminary, unaudited fourth-quarter and full-year 2025 results and introduced select fiscal 2026 guidance. Full-year 2025 revenue and adjusted EBITDA were estimated to rise, but the company's 2025 net income included about $49 million of tax-effected one-time gains, and its 2026 net income guidance is below the 2025 level, which may matter to shareholders assessing earnings quality.
Full-year 2025 total revenue is estimated at $2,993 to $2,995 million, up 14.2%; fourth-quarter revenue is estimated at $743 to $745 million, up 12.2%.
Full-year 2025 net income is estimated at $371 to $374 million, up 138.5%, and includes about $49 million of tax-effected items such as payroll tax credits and a legal settlement payment.
Fiscal 2026 guidance calls for total revenue of $3,300 to $3,330 million and net income of $330 to $336 million, a 10.6% decline at the midpoint.
The company plans to release full fourth-quarter and fiscal 2025 results on February 24, 2026, and the figures are subject to change after the audit.
CACI reported fiscal second quarter 2026 revenue of $2.2 billion, up 5.7% year over year, and diluted earnings per share of $5.59, up 14.5%. The company raised its fiscal 2026 revenue and adjusted earnings guidance, and the guidance excludes its planned $2.6 billion all-cash acquisition of ARKA Group.
Q2 revenue $2.2 billion, up 5.7%; net income $123.9 million, up 12.7%
Q2 diluted EPS $5.59, up 14.5%; adjusted diluted EPS $6.81, up 14.5%
Fiscal 2026 revenue guidance raised to $9.3 billion to $9.5 billion from $9.2 billion to $9.4 billion
Fiscal 2026 adjusted diluted EPS guidance raised to $28.25 to $28.92 from $27.13 to $28.03; guidance excludes the pending ARKA Group acquisition
Ally Financial reported preliminary fourth-quarter and full-year 2025 results that improved from 2024, with full-year GAAP EPS of $2.37 versus $1.80 and net income attributable to common shareholders of $742 million versus $558 million, driven mainly by lower provision for credit losses and higher net financing revenue. The company's board authorized an open-ended $2 billion share repurchase program, and Ally resumed repurchases in the fourth quarter. Fourth-quarter GAAP EPS of $0.95 was lower than $1.18 in the third quarter of 2025.
Q4 2025 GAAP EPS was $0.95 versus $0.26 in Q4 2024; adjusted EPS was $1.09 versus $0.78
Full-year 2025 GAAP EPS was $2.37 versus $1.80 in 2024; adjusted EPS was $3.81 versus $2.35
Board authorized an open-ended $2 billion share repurchase program during the quarter; repurchases resumed in Q4 2025
Q4 2025 GAAP EPS of $0.95 declined from $1.18 in Q3 2025
Travelers reported fourth quarter 2025 net income of $2.496 billion, or $11.06 per diluted share, up from $2.082 billion, or $8.96, a year earlier. Core income was $2.511 billion, and the combined ratio improved 3.0 points to 80.2%. The board also authorized an additional $5.0 billion of share repurchases, adding to $2.015 billion remaining under earlier authorizations.
Q4 2025 net income of $2.496 billion, or $11.06 per diluted share, vs. $2.082 billion, or $8.96, in Q4 2024
Full-year 2025 net income of $6.288 billion, or $27.43 per diluted share, vs. $4.999 billion, or $21.47, in 2024
Combined ratio of 80.2% improved 3.0 points; catastrophe losses, net of reinsurance, were $95 million pre-tax vs. $175 million a year earlier
Board authorized $5.0 billion in additional share repurchases and declared a $1.10 per share dividend payable March 31, 2026
Nicolet Bankshares reported record full-year 2025 net income of $151 million and diluted earnings per share of $9.78, up 21.5% from 2024. Fourth-quarter net income of $40 million was slightly below the third quarter, and the board declared a $0.32 quarterly dividend. The company said it expects to close its proposed merger with MidWest One Financial Group in the first quarter, subject to regulatory and shareholder approvals.
Full-year 2025 net income was $151 million, versus $124 million in 2024; diluted EPS was $9.78, versus $8.05.
Fourth-quarter 2025 net income was $40 million and diluted EPS $2.65, down from $42 million and $2.73 in third quarter 2025, and up from $34 million and $2.19 in fourth quarter 2024.
Full-year net interest margin was 3.76%, up 29 basis points from 3.47% in 2024.
Quarterly cash dividend of $0.32 per share is payable March 16, 2026, to shareholders of record as of March 2, 2026.
Netflix reported fourth-quarter 2025 revenue of $12.1 billion, up 18% year over year, and operating income of $3.0 billion, up 30%. The company also gave a 2026 revenue forecast of $50.7 billion to $51.7 billion and an operating margin target of 31.5%, and said the Warner Bros. acquisition was amended to an all-cash deal at $27.75 per WBD share, with share buybacks paused to help fund it.
Q4 2025 revenue $12.1 billion, up 18% year over year; operating income $3.0 billion, up 30%
Diluted EPS $0.56 vs $0.43 in Q4 2024; net income $2.4 billion vs $1.9 billion
2026 forecast: revenue $50.7 billion-$51.7 billion and operating margin of 31.5%
Warner Bros. deal amended to all-cash at $27.75 per WBD share; bridge facility commitments raised by $8.2 billion to $42.2 billion on January 19, 2026
Delta reported December quarter 2025 GAAP earnings of $1.86 per diluted share, up from $1.29 a year earlier, on operating revenue of $16.0 billion, up 3%. The company guided to full-year 2026 EPS of $6.50 to $7.50, about 20% growth at the midpoint, and also agreed to buy 30 Boeing 787-10 aircraft with options for 30 more, with deliveries beginning in 2031.
Q4 2025 GAAP diluted EPS of $1.86 versus $1.29 in Q4 2024; net income of $1.2 billion versus $843 million
Full-year 2025 GAAP diluted EPS of $7.66 versus $5.33; full-year non-GAAP EPS of $5.82 versus $6.16 in 2024
2026 guidance: full-year EPS of $6.50 to $7.50 and March quarter 2026 total revenue up 5% to 7% year over year
January 12, 2026 agreement with The Boeing Company for 30 787-10 aircraft, with an option for 30 more
Inspire Medical Systems reported preliminary, unaudited revenue for the fourth quarter and full year 2025, with full-year revenue up about 14% from 2024, and gave initial 2026 revenue guidance of $1,003 million to $1,013 million, a 10% to 11% increase. The company said final results may differ and the audit is not complete. It also named Matthew Osberg as Chief Financial Officer, starting January 19, 2026, succeeding interim CFO Richard Buchholz.
Q4 2025 revenue preliminarily estimated at $268.9 million to $269.1 million, about 12% higher than Q4 2024
Full-year 2025 revenue preliminarily estimated at $911.8 million to $912.0 million, about 14% higher than 2024
2026 revenue guidance of $1,003 million to $1,013 million, reaffirmed from the outlook given on the third-quarter 2025 call; excludes any increase from reimbursement
Matthew Osberg's start date is January 19, 2026; his CFO appointment is effective after the 2025 Form 10-K is filed, with a $650,000 base salary and a $600,000 sign-on bonus
PTC Therapeutics said preliminary, unaudited 2025 total product and royalty revenue was about $823.4 million, which it describes as exceeding its guidance. The company also guided to 2026 total product revenue of $700 million to $800 million, excluding Evrysdi royalty and collaboration revenue, and to GAAP R&D and SG&A expense of $775 million to $815 million. Final 2025 results remain subject to the year-end audit.
Unaudited 2025 total product and royalty revenue of about $823.4 million; unaudited total product revenue of about $587.8 million
Sephience unaudited Q4 2025 net revenue of about $92.5 million, including $81.6 million in the US and $10.9 million ex-US
2026 guidance: total product revenue of $700 million to $800 million, excluding Evrysdi royalty and collaboration revenue
2026 GAAP R&D and SG&A expense guidance of $775 million to $815 million, or $680 million to $720 million excluding about $95 million of non-cash stock-based compensation
NeoGenomics said it expects preliminary, unaudited fourth-quarter 2025 revenue of about $190 million, up 11% year over year, and full-year 2025 revenue of about $727 million, up 10%. The company also announced that CFO Jeff Sherman will retire, with Abhishek Jain, formerly CFO of CareDx, becoming Chief Financial Officer on March 2, 2026. The revenue figures are not audited and may change, and the company plans to report full results on its February 2026 earnings call.
Preliminary Q4 2025 revenue of about $190 million, up 11% year over year; full-year 2025 revenue of about $727 million, up 10%
Figures are unaudited, based on management estimates, not reviewed by auditors, and subject to change
Jeff Sherman moves to Executive Vice President, Finance on March 2, 2026, retires April 14, 2026, then serves as special advisor through April 2028
Abhishek Jain to become CFO on March 2, 2026; $520,000 base salary, 60% target bonus, initial equity grant of $2,750,000
Merit Medical said preliminary, unaudited fourth-quarter 2025 revenue was in the range of $389 million to $395 million, up about 10% to 11% from a year earlier, or 8% to 10% in constant currency. The company also named F. Ann Millner as Board Chair after founder Fred P. Lampropoulos resigned as director and Chair, which matters to shareholders because the company's leadership is changing while full 2025 results and 2026 guidance are still pending.
Preliminary Q4 2025 revenue of about $389 million to $395 million, up about 10% to 11% year over year; constant currency growth of about 8% to 10%
Lampropoulos resigned as director and Chair effective January 4, 2026, citing personal reasons, and is not leaving over any dispute or financial reporting matter
F. Ann Millner, formerly Lead Independent Director, became Chair effective January 5, 2026; the board also reduced its size from eleven to ten members
Full 2025 results and fiscal 2026 guidance are scheduled for release after the close on February 24, 2026
AAR reported fiscal second-quarter 2026 sales of $795.3 million, up 16% from a year earlier, and GAAP net income of $34.6 million, or $0.90 per diluted share, compared with a net loss of $30.6 million a year earlier. The company raised its full-year fiscal 2026 organic sales growth expectation to approaching 11% from approaching 10%, and guided to total sales growth approaching 17%, reflecting recent acquisitions.
Q2 sales $795.3 million vs. $686.1 million; adjusted diluted EPS $1.18 vs. $0.90
GAAP diluted EPS $0.90 vs. a loss of $(0.87) a year earlier, which included $59.2 million of FCPA-related SG&A
Full-year FY2026 organic sales growth now approaching 11%, up from approaching 10%; total sales growth approaching 17%
Third-quarter guidance: total sales growth 20% to 22% and adjusted operating margin 9.8% to 10.1%
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