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).
Option Care Health said it expects 2025 net revenue of $5.645 billion to $5.655 billion and adjusted diluted EPS of $1.72 to $1.76, both preliminary and unaudited, and gave preliminary 2026 guidance of $5.8 billion to $6.0 billion in net revenue and $1.82 to $1.92 in adjusted diluted EPS. The company also raised its 2025 share repurchase authorization from $500 million to $1 billion, which matters to shareholders because it expands the room for buybacks.
FY2025 preliminary net revenue $5.645 billion to $5.655 billion; adjusted diluted EPS $1.72 to $1.76; GAAP diluted EPS $1.27 to $1.29
FY2026 preliminary guidance: net revenue $5.8 billion to $6.0 billion; adjusted diluted EPS $1.82 to $1.92; adjusted EBITDA $480 million to $505 million
Board approved on January 9, 2026 to raise the 2025 share repurchase authorization from $500 million to $1 billion; $307 million repurchased in full-year 2025
FY2025 cash flow from operations below $320 million; the company says Stelara and Stelara biosimilars will be a 2026 headwind of $25 million to $35 million in gross profit
ANI Pharmaceuticals said preliminary, unaudited 2025 results are within or above its prior guidance, with Cortrophin Gel net revenues up 76% for the year. It also issued 2026 guidance calling for total net revenues of $1.055 billion to $1.115 billion and adjusted non-GAAP diluted EPS of $8.83 to $9.34, and said the 2025 figures may change materially before the audit is complete.
Preliminary 2025 total net revenues are expected to be within or above $854 million to $873 million, adjusted non-GAAP EBITDA $221 million to $228 million, and adjusted non-GAAP diluted EPS $7.37 to $7.64.
Cortrophin Gel net revenues were approximately $347.8 million for 2025, up 76% year over year, and approximately $111.4 million for the fourth quarter, up 88%.
2026 guidance: total net revenues $1.055 billion to $1.115 billion, adjusted non-GAAP EBITDA $275 million to $290 million, and adjusted non-GAAP diluted EPS $8.83 to $9.34.
The company had approximately $285 million in unrestricted cash and cash equivalents as of December 31, 2025; the company plans to report full 2025 results in late February.
NETSTREIT issued a business update for the fourth quarter and full year 2025 and initiated 2026 adjusted funds from operations (AFFO) per share guidance of $1.35 to $1.39. The company reaffirmed its 2025 AFFO per share guidance of $1.30 to $1.31 and reported record gross investment activity of $657.1 million at a 7.5% blended cash yield for 2025. The update did not include revenue, net income or GAAP earnings per share figures.
2026 AFFO per share guidance: $1.35 to $1.39; 2026 net investment activity expected at $350.0 million to $450.0 million
2025 AFFO per share guidance of $1.30 to $1.31 reaffirmed; 2025 gross investments totaled $657.1 million, a record per the release
Total liquidity of $1,037.4 million as of December 31, 2025; Fitch assigned an investment grade rating of BBB- in December 2025
Guidance includes $0.015 to $0.03 per share of estimated dilution from outstanding forward equity
On January 12, 2026, Bruker said during a J.P. Morgan Healthcare Conference presentation that preliminary fourth-quarter 2025 revenue is expected to be between $965 million and $970 million. It also outlined a preliminary 2026 outlook calling for flat to low-single-digit organic revenue growth, organic operating margin expansion of 250 to 300 basis points, and double-digit non-GAAP earnings per share growth, each compared with 2025. The fourth-quarter and full-year figures are unaudited and not yet finalized, and final results may differ materially.
Preliminary Q4 2025 revenue expected between $965 million and $970 million
Fourth-quarter 2025 Bruker Scientific Instruments book-to-bill ratio above 1.0
2026 outlook: organic revenue growth flat to up low-single digits versus 2025
2026 outlook: non-GAAP organic operating margin to expand 250 to 300 basis points and non-GAAP EPS to grow in double digits
Jazz Pharmaceuticals said in a January 12, 2026 filing that it expects to meet its previously announced total revenue guidance range for the year ended December 31, 2025. The company will present the update at the J.P. Morgan Healthcare Conference on January 13, 2026, and says the 2025 results have not been finalized and actual results may differ.
Expects to meet the 2025 total revenue guidance range provided on November 5, 2025
Presentation slides show Xywav and Epidiolex each with $1B+ in 2025 sales, and Modeyso with nearly $50 million in 2025 revenue
Figures are unaudited; the company states 2025 financial results have not been finalized and actual results may differ
Update to be presented January 13, 2026 at the J.P. Morgan Healthcare Conference in San Francisco
ADMA Biologics preliminarily estimated unaudited full-year 2025 total revenue of approximately $510-$511 million, which the company says meets or exceeds its prior guidance. It raised its fiscal 2026 revenue and Adjusted EBITDA guidance, and the figures remain subject to audit and change.
Preliminary unaudited FY 2025 total revenue of approximately $510-$511 million, which the company says meets or exceeds prior guidance
FY 2026 revenue guidance raised to approximately $635 million from $630 million previously
FY 2026 Adjusted EBITDA guidance raised to approximately $360 million from $355 million; FY 2026 Adjusted Net Income guidance reiterated at approximately $255 million
Year-end 2025 cash of approximately $88 million, including an unaudited estimate of approximately $40 million operating cash flow in Q4 2025
Progyny said on January 12, 2026 that its fourth-quarter 2025 revenue, net income and Adjusted EBITDA are now expected to be slightly above the ranges it gave in November 2025. The company said this excludes any non-cash impacts to net income tied to the previously announced departure of president Michael Sturmer, and that member engagement paced favorably during the quarter. Shareholders get an upward revision to recent guidance, though the filing does not give specific dollar figures.
Fourth-quarter 2025 revenue, net income and Adjusted EBITDA are expected to be slightly above the November 2025 guidance ranges.
The outlook excludes any non-cash impacts to net income from the departure of president Michael Sturmer.
CEO Pete Anevski cited member engagement that paced favorably versus the November guidance.
Management will discuss the updated expectations at the JP Morgan Healthcare Conference on Tuesday, January 13, 2026, at 10:30 a.m. Eastern Time.
Alnylam announced preliminary 2025 global net product revenues of approximately $2,987 million, up 81% from 2024, and full year 2026 combined net product revenue guidance of $4,900 million to $5,300 million. The company also launched a five-year strategy called Alnylam 2030. The figures are unaudited and subject to adjustment until complete results are released in February 2026.
Preliminary fourth quarter 2025 net product revenues were approximately $995 million; full year 2025 was approximately $2,987 million.
2026 combined net product revenue guidance is $4,900 million to $5,300 million, including Total TTR guidance of $4,400 million to $4,700 million.
Results are preliminary and unaudited; complete fourth quarter and full year 2025 results are expected in February 2026.
Management will discuss the results and guidance in a webcast on January 12, 2026 at 9:00 am PT.
UnitedHealth said senior management will meet with investors on January 12, 2026 and intends to reaffirm the adjusted 2025 earnings per share expectations it gave on October 28, 2025. The company also warned that full-year 2025 financial closing procedures are not complete, so actual results could change and fall outside the previously disclosed ranges.
Senior management meetings with investors on January 12, 2026
Intent to reaffirm adjusted 2025 EPS expectations first disclosed October 28, 2025
Full-year 2025 closing procedures not yet complete; results could fall outside the ranges
US Foods reaffirmed the fiscal 2025 guidance it first gave on its November 6, 2025 third quarter earnings call, and the filing reports no new financial results. The company also said CEO Dave Flitman and CFO Dirk Locascio will take part in a fireside chat at the ICR Conference on January 12, 2026, with a webcast available to the public.
Reaffirmed fiscal 2025 guidance: net sales growth of 4% to 5%, Adjusted EBITDA growth of 10% to 12%, and Adjusted Diluted EPS growth of 24% to 26%
Guidance was originally announced on the third quarter earnings call on November 6, 2025
Fireside chat at the 28th Annual ICR Conference in Orlando, Fla., on Monday, January 12, 2026, at 4:30 p.m. EST
Live audio webcast available on the Investor Relations page, with a replay later the same day
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.