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).
Deckers reported record third-quarter fiscal 2026 net sales of $1.958 billion, up 7.1%, and diluted earnings per share of $3.33, up 11% from $3.00. The company raised its full-year fiscal 2026 diluted EPS guidance to $6.80 to $6.85 and its HOKA and UGG revenue growth outlooks, and expects share repurchases to exceed $1.0 billion for the year.
Q3 net sales rose 7.1% to $1.958 billion; HOKA rose 18.5% to $628.9 million and UGG rose 4.9% to $1.305 billion.
Q3 gross margin was 59.8%, down from 60.3% a year earlier; operating income rose to $614.4 million from $567.3 million.
Full-year fiscal 2026 net sales outlook is $5.400 billion to $5.425 billion; gross margin is now expected to be approximately 57%.
Repurchased about 8.0 million shares for $813.5 million in the first nine months; about $1.8 billion remained under the authorization as of December 31, 2025.
Tetra Tech reported first-quarter fiscal 2026 revenue of $1.21 billion and net revenue of $1.04 billion, with EPS of $0.40 against $0.00 a year earlier, when a $115 million legal contingency charge weighed on results. The company raised its fiscal 2026 net revenue and adjusted EPS guidance and declared a $0.065 per share quarterly dividend, up 12% year over year, so shareholders see a higher outlook alongside lower reported revenue.
Q1 revenue was $1.21 billion versus $1.42 billion a year earlier; net revenue was $1.04 billion versus $1.20 billion.
Q1 EPS was $0.40 versus $0.00 a year earlier; adjusted EPS was $0.35, unchanged from the prior year.
FY2026 net revenue guidance was raised to $4.15 billion to $4.30 billion, and adjusted EPS guidance to $1.46 to $1.56.
Quarterly dividend of $0.065 per share is payable February 27, 2026, to holders of record on February 12, 2026; Q1 share repurchases totaled $50 million.
Adtalem Global Education (NYSE: ATGE) reported second quarter fiscal 2026 revenue of $503.4 million, up 12.4%, and raised its fiscal 2026 adjusted earnings per share guidance to $7.80 to $8.00, while keeping its revenue guidance unchanged. The results include $18.0 million of incremental Walden revenue from a shifted academic week, and Chamberlain's operating income fell 24.2%, so shareholders may weigh the strength of the headline growth against those factors. Note: this 8-K was filed by Adtalem Global Education Inc., not Covista Inc. (CVSA) as the request stated.
Q2 fiscal 2026 revenue $503.4 million, up 12.4% year-over-year; diluted EPS $2.11 vs. $1.98; adjusted EPS $2.43 vs. $1.81, up 34.3%
Fiscal 2026 adjusted EPS guidance raised to $7.80 to $8.00 from $7.60 to $7.90; revenue guidance maintained at $1,900 million to $1,940 million
Chamberlain Q2 operating income $32.0 million vs. $42.2 million a year earlier, down 24.2%; Walden operating income rose 53.8% to $75.2 million
New $750 million share repurchase program through December 2028; $165 million of shares repurchased in Q2
Brinker reported second-quarter fiscal 2026 results that improved from a year earlier, with total revenues of $1,452.2 million and net income of $128.5 million. The company raised its full-year fiscal 2026 guidance for total revenues and non-GAAP earnings per diluted share, citing a stronger outlook for Chili's, though Winter Storm Fern reduced results by an estimated $20.0 million in revenue and $0.15 per diluted share.
Diluted EPS was $2.86 versus $2.61 a year earlier; excluding special items, non-GAAP EPS was $2.87 versus $2.80.
Full-year fiscal 2026 total revenue guidance was raised to $5.76 billion-$5.83 billion from $5.60 billion-$5.70 billion.
Full-year non-GAAP EPS guidance was raised to $10.45-$10.85 from $9.90-$10.50.
Company comparable restaurant sales rose 7.5%, with Chili's up 8.6% and Maggiano's down 2.4%; the company repurchased $100.0 million of its stock during the quarter.
ADP reported fiscal second-quarter 2026 results for the quarter ended December 31, 2025, with revenue up 6% and net earnings up 10%, and raised its full-year fiscal 2026 outlook for revenue growth and adjusted diluted EPS growth. For shareholders, the quarter showed growth in both revenue and profit, and the updated guidance signals management's expectations for the rest of the year.
Revenue rose 6% to $5.4 billion; net earnings rose 10% to $1.1 billion
Diluted EPS rose 11% to $2.62; adjusted diluted EPS also rose 11% to $2.62
Fiscal 2026 revenue growth outlook is now about 6%, up from 5% to 6%
Adjusted diluted EPS growth outlook is now 9% to 10%, up from 8% to 10%
Halozyme raised its 2026 financial guidance on January 28, 2026, with total revenue now expected at $1,710 million to $1,810 million, up from $1,430 million to $1,530 million. The company also gave preliminary, unaudited 2025 total revenue of $1,385 million to $1,400 million and disclosed its acquisition of Surf Bio, which carries up to $400 million in total consideration.
2026 royalty revenue guidance raised to $1,130 million-$1,170 million from $900 million-$940 million
2026 non-GAAP diluted EPS guidance raised to $7.75-$8.25 from $6.50-$7.00, including about $60 million of Hypercon and Surf Bio investment not in prior guidance
Surf Bio acquired for an upfront payment of $300 million, plus up to $100 million in milestone payments
Preliminary 2025 royalty revenue estimated at $865 million-$870 million, with 51% to 52% year-over-year growth
Jack Henry & Associates reported $6.2 million in deconversion revenue for the fiscal second quarter ended December 31, 2025, and raised its full-year fiscal 2026 deconversion revenue estimate to $28 million. The company says deconversion revenue is mainly tied to clients being acquired by other institutions and excludes it from non-GAAP revenue, so the change is unlikely to reflect its ongoing service business.
Fiscal Q2 2026 deconversion revenue, ended December 31, 2025: $6.2 million
Full-year fiscal 2026 deconversion revenue estimate increased to $28 million
Deconversion revenue is excluded from non-GAAP revenue in quarterly and annual earnings releases
Results announced in a press release dated January 27, 2026 (Exhibit 99.1)
F5 reported first-quarter fiscal 2026 revenue of $822 million, up 7% from $766 million a year earlier, and GAAP diluted earnings of $3.10 per share versus $2.82. The company raised its fiscal 2026 revenue growth guidance to 5% to 6% from 0% to 4%, and its non-GAAP earnings per share guidance to $15.65 to $16.05 from $14.50 to $15.50, which is a positive signal for shareholders although software revenue fell 8%.
Q1 fiscal 2026 revenue was $822 million, up 7%; product revenue rose 11% and systems revenue rose 37%, while software revenue fell 8% to $192 million.
GAAP diluted EPS was $3.10 versus $2.82; non-GAAP diluted EPS was $4.45 versus $3.84.
Fiscal 2026 revenue growth guidance was raised to 5% to 6% from 0% to 4%; non-GAAP EPS guidance was raised to $15.65 to $16.05 from $14.50 to $15.50.
Q2 fiscal 2026 guidance calls for revenue of $770 million to $790 million and non-GAAP EPS of $3.34 to $3.46.
Agilysys reported fiscal 2026 third-quarter revenue of $80.4 million, up 15.6% from $69.6 million a year earlier, and net income of $9.9 million, or $0.35 per diluted share, versus $3.8 million, or $0.14, a year earlier. The company raised its full-year total revenue guidance to $318 million and reiterated its Adjusted EBITDA target of 20% of revenue and 29% subscription revenue growth, which means shareholders get a higher revenue outlook while profit targets are unchanged.
Q3 total net revenue rose 15.6% to $80.4 million, the 16th consecutive record revenue quarter.
Net income was $9.9 million, or $0.35 per diluted share, compared with $3.8 million, or $0.14, a year earlier.
Full-year fiscal 2026 total revenue guidance was raised to $318 million, the higher end of the previous range.
Gross margin was 62.5% versus 63.0% a year earlier, and total backlog declined slightly during the quarter per CEO Ramesh Srinivasan.
ACM Research updated its 2025 revenue outlook to $885 million to $900 million, down from the $875 million to $925 million range it gave on November 5, 2025, and issued an initial 2026 revenue outlook of $1,080 million to $1,175 million. The 2025 figures are preliminary and subject to audit, with full results due in late February 2026, so shareholders will get the audited numbers later.
2025 revenue outlook narrowed to $885 million to $900 million, from $875 million to $925 million in the November 5, 2025 release
Initial 2026 revenue outlook of $1,080 million to $1,175 million, based on trade policy, customer spending, and supply chain assumptions
Full-year and fourth-quarter 2025 results expected in late February 2026; 2025 figures remain subject to audit
GE Aerospace reported fourth-quarter and full-year 2025 results and initiated 2026 guidance, with fourth-quarter GAAP revenue of $12.7 billion, up 18%, and GAAP continuing EPS of $2.31, up 32%. The company expects 2026 adjusted EPS of $7.10 to $7.40, compared with $6.37 in 2025, along with operating profit of $9.85 billion to $10.25 billion and free cash flow of $8.0 billion to $8.4 billion.
Q4 2025 GAAP total revenue $12.7 billion, up 18%; GAAP profit $2.9 billion, up 24%; adjusted EPS $1.57, up 19%.
Q4 2025 GAAP continuing EPS $2.31, up 32%, versus $1.75 a year earlier.
2026 guidance: adjusted EPS $7.10 to $7.40 (2025: $6.37); operating profit $9.85 billion to $10.25 billion; free cash flow $8.0 billion to $8.4 billion.
Full-year 2025 adjusted revenue $42.3 billion, up 21%; company cites a backlog of roughly $190 billion.
Karman raised its fiscal 2025 revenue and adjusted EBITDA guidance and set fiscal 2026 guidance that includes nine months of projected results from the Seemann and MSC acquisition. The company is acquiring Seemann Composites and MSC for $220 million, with closing expected in the first quarter of 2026, subject to customary conditions and regulatory approvals. Management says the deal is immediately accretive in 2026 to revenue growth, earnings per share and cash flow, but the company did not reconcile its non-GAAP guidance to GAAP measures.
FY2025 revenue guidance raised to $470 million-$471 million from $461 million-$463 million; adjusted EBITDA raised to $144.5 million-$144.9 million from $142 million-$143 million.
FY2026 guidance: revenue of $700 million-$715 million and adjusted EBITDA of $205 million-$215 million.
Seemann and MSC acquisition: $220 million total consideration, including $210 million in cash and about $10 million in common stock, expected to close in Q1 2026.
Investor conference call and webcast held January 21, 2026, at 1:30 PM PST / 4:30 PM EST.
MKS said on January 21, 2026 that it now expects fourth-quarter 2025 revenue of about $1,030 million, a $40 million increase at the midpoint of prior guidance, citing increased demand across all markets and divisions. The company also outlined a proposed refinancing of its term loans and revolving credit facility, to be discussed with lenders on January 22, 2026, which it says is expected to be leverage neutral and reduce interest expense; the company states there is no assurance the transactions will close.
Q4 2025 revenue expected at about $1,030 million, plus or minus $5 million, up $40 million at the guidance midpoint
GAAP net income expected at $106 million, plus or minus $3 million; Adjusted EBITDA expected at $248 million, plus or minus $2 million
Gross margin and per-share earnings expected to exceed the midpoint of prior guidance; GAAP operating expenses expected slightly above the prior range
Proposed refinancing would replace a $2.2 billion term loan with a new term loan of about $0.9 billion due 2033 and upsize the $675 million revolver to $1 billion
Revvity said it expects full-year 2025 adjusted earnings per share to exceed the upper end of its $4.90-$5.00 guidance from October 27, 2025. It also preliminarily estimated fourth-quarter revenue of approximately $772 million and full-year 2025 revenue of approximately $2,855 million, with final results due February 2, 2026. For shareholders, this is an early signal that profit and revenue are running ahead of the prior outlook, though the figures remain preliminary until the full release.
Full-year 2025 adjusted EPS now expected to exceed the upper end of the $4.90-$5.00 guidance
Fourth-quarter 2025 revenue expected at approximately $772 million, up approximately 6% reported and 4% organic
Full-year 2025 revenue expected at approximately $2,855 million, up approximately 4% reported and 3% organic
Full fourth-quarter and full-year 2025 results and earnings call scheduled for February 2, 2026
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.
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.
AbbVie said its fourth-quarter 2025 results will include $1.3 billion in pre-tax acquired IPR&D and milestones expense, which lowers both GAAP and adjusted diluted EPS by $0.71. The company's full-year 2025 adjusted EPS guidance now falls to $9.90-$9.94 from $10.61-$10.65 excluding the charge, and results for the quarter have not been finalized.
Q4 2025 acquired IPR&D and milestones expense: $1.3 billion pre-tax ($1,265 million), reducing EPS by $0.71
Full-year 2025 adjusted diluted EPS guidance: $9.90-$9.94, including the Q4 expense, versus $10.61-$10.65 previously announced on October 31, 2025 excluding it
Q4 2025 adjusted diluted EPS guidance: $2.61-$2.65, versus $3.32-$3.36 before the expense; figures are preliminary and subject to closing procedures
CoStar Group issued its 2026 financial outlook and medium-term targets and announced a new $1.5 billion share repurchase program and a new executive compensation program. The company expects 2026 revenue of $3.78 billion to $3.82 billion and Adjusted EBITDA of $740 million to $800 million, and plans to reduce net investment in Homes.com by more than $300 million in 2026. The filing also amends CEO Andrew Florance's employment agreement and adopts an Executive Severance Plan.
2026 revenue guidance of $3.78 billion to $3.82 billion, about 18% growth over the midpoint of prior 2025 guidance
2026 net income guidance of $175 million to $215 million, or $0.42 to $0.52 per diluted share; Adjusted EBITDA guidance of $740 million to $800 million
New $1.5 billion share repurchase program, following the accelerated completion of a $500 million program in 2025
Net investment in Homes.com expected to fall by more than $300 million in 2026, from $850 million in 2025; CEO employment agreement amended effective January 1, 2026 to delete a legacy tax gross-up provision
Trinity Industries completed a restructuring of its railcar partnerships with Napier Park on December 30, 2025, exchanging its stake in Triumph Rail Holdings for Napier Park's stake in RIV 2013 Rail Holdings. The company raised its full-year 2025 EPS guidance to $3.05 to $3.20 and expects a non-cash pre-tax gain of approximately $190 million, though the filing warns that these estimates may not be materially accurate.
Full-year 2025 EPS guidance raised to $3.05 to $3.20; anticipated 2025 EPS impact of $1.50 from the transactions
Trinity now wholly owns RIV 2013 Rail Holdings; Napier Park owns 99.8% of Triumph Rail Holdings
Preliminary non-cash pre-tax gain of approximately $190 million expected for the quarter and year ending December 31, 2025
Triumph will no longer be consolidated in Trinity's financial statements
Microchip said it expects net sales of about $1,185 million for the fiscal third quarter ended December 31, 2025. That is above its original guidance of $1,109 million to $1,149 million from November 6, 2025, and above the high end of the range it had revised on December 2, 2025. The company will report full third-quarter results on February 5, 2026, and no conference call is planned for this update.
Expected Q3 fiscal 2026 net sales: about $1,185 million
Original guidance (November 6, 2025): $1,109 million to $1,149 million
Revised guidance (December 2, 2025): net sales at the high end of the original range
Full Q3 fiscal 2026 results due February 5, 2026; no conference call scheduled
WEC Energy Group said its 2025 results will reflect a $150 million charge, or $0.34 per share, from an increase in reserves tied to Illinois Commerce Commission orders and unresolved regulatory dockets. Its GAAP earnings guidance for 2025 falls to $4.83 to $4.93 per share, while adjusted guidance of $5.17 to $5.27 per share is unchanged, with the company expecting the upper end of that range. The company also said Peoples Gas and North Shore Gas filed Illinois rate requests on January 5, 2026, for new rates starting in 2027.
$150 million charge for increased reserves, equal to $0.34 per share, reflected in 2025 results
2025 GAAP EPS guidance of $4.83 to $4.93; adjusted (non-GAAP) guidance unchanged at $5.17 to $5.27
Peoples Gas proposed base rate increase of $202.2 million and North Shore Gas of $14.4 million, with an order expected in Q4 2026
Year-end earnings call scheduled for February 5, 2026
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.