AI filing briefs · archive

8-K filings in January 2026, explained

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).

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Arrowhead prices upsized $625 million convertible notes and common stock offering

Neutral financing Written later 1.018.01

On January 7, 2026, Arrowhead Pharmaceuticals agreed to sell $625 million of 0.00% convertible senior notes due 2032, upsized from $500 million, and 3,100,776 common shares at $64.50 per share. Underwriters exercised their over-allotment options in full on January 8, 2026. The filing says the offerings add shares and potential conversion shares, which could dilute existing shareholders, and that proceeds are for general corporate purposes and may partly prepay its Sixth Street credit facility.

  • Convertible notes: $625 million principal, 0.00% interest, maturing January 15, 2032; initial conversion price about $87.07 per share, a premium of about 35.0% to the $64.50 stock offering price.
  • Common stock: 3,100,776 shares at $64.50 each, plus a 456,116-share option exercised in full on January 8, 2026.
  • Expected net proceeds with options: about $681.3 million from the notes and $216.6 million from the stock; closings expected January 12, 2026 (notes) and January 9, 2026 (stock).
  • About $42.8 million of note proceeds will fund capped call transactions; the remainder is for general corporate purposes, and a portion may prepay Sixth Street Lending Partners loans.
Read the filing on SEC.gov ↗
FORMFORMFACTOR INC Jan 8, 5:43 PM ET

FormFactor to consolidate California plants, booking $30 to $40 million in charges

Mixed restructuring Written later 2.052.06

FormFactor adopted restructuring plans on January 5, 2026 to consolidate its manufacturing facilities in Carlsbad and Baldwin Park, California, aiming to improve cost structure and gross margin. The company expects restructuring charges of approximately $30 to $40 million on a GAAP basis, with about $20 to $25 million non-cash and about $10 to $15 million resulting in future cash spending. The filing notes that these estimates may be revised and that actual results may differ materially.

  • Plans adopted January 5, 2026 to consolidate manufacturing facilities in Carlsbad, California and Baldwin Park, California.
  • Personnel-related costs to sever or retain approximately 200 to 300 employees.
  • Expected GAAP restructuring charges of $30 to $40 million, including $20 to $25 million for leasehold impairment, facility exits and other costs.
  • Actions largely completed by end of December 2026, with facilities charges possibly extending beyond that; majority of charges expected in the current fiscal year.
Read the filing on SEC.gov ↗

Gabelli Dividend & Income Trust to use WHITE proxy card at 2026 annual meeting

Neutral shareholder Written later 8.01

The Trust said it plans to use a WHITE proxy card in connection with its 2026 annual meeting of shareholders. The filing does not give further details on the meeting date, agenda or the proxy contest, if any.

  • Trust plans to use a WHITE proxy card for its 2026 annual meeting of shareholders
  • Filing dated January 8, 2026, signed by John C. Ball, President and Treasurer
  • Information is furnished under Item 8.01 and not deemed filed under Section 18 of the Exchange Act
Read the filing on SEC.gov ↗
APHAMPHENOL CORP /DE/ Jan 8, 5:11 PM ET

Amphenol appoints Sanjiv Lamba to board, increasing board size from eight to nine

Neutral leadership Written later 5.027.01

Amphenol's board increased its size from eight to nine directors on January 8, 2026, and appointed Sanjiv Lamba to fill the new seat effective immediately. The Board has determined that Mr. Lamba is independent under NYSE listing standards, and he has not yet been assigned to any committee. The filing describes a board addition rather than a change in management or company results.

  • Sanjiv Lamba, 61, appointed to the board effective January 8, 2026, filling a newly created seat
  • Board determined Mr. Lamba is independent under NYSE listing standards; no committee assignments yet
  • Mr. Lamba is currently CEO of Linde plc (NASDAQ: LIN) and is named Chairman of Linde's board effective January 31, 2026
  • He receives non-employee director cash and equity compensation, including a prorated interim restricted share grant until the next annual meeting
Read the filing on SEC.gov ↗
GNLXGENELUX Corp Jan 8, 5:09 PM ET

Genelux prices $20.0 million public offering of 6,666,667 shares at $3.00 each

Neutral financing Written later 8.01

Genelux Corporation agreed on January 8, 2026 to sell 6,666,667 new shares of common stock at $3.00 per share through an underwritten offering led by Lucid Capital Markets, expected to bring in about $20.0 million gross before underwriting discounts and expenses. The company says net proceeds will go to general corporate purposes, including research and development and clinical trial costs, and the new shares will dilute existing holders' ownership.

  • Offering of 6,666,667 shares at $3.00 per share, with gross proceeds of about $20.0 million before discounts and expenses
  • Underwriter has a 30-day option to buy up to 1,000,000 additional shares at the offering price
  • Closing is expected on or about January 9, 2026, subject to customary closing conditions
  • Proceeds are expected to fund general corporate purposes, including research and development and clinical trial expenses
Read the filing on SEC.gov ↗
CNMDCONMED Corp Jan 8, 5:00 PM ET

CONMED to replace CFO Todd Garner; he stays through November 2, 2026 as consultant

Neutral leadership Written later 5.02

CONMED announced that Chief Financial Officer Todd Garner is separating from the company, effective on the earlier of March 15, 2026 or the appointment of a new permanent CFO. The company has retained an executive search firm to find his successor, and the filing states the separation did not arise from any disagreement about operations, policies, financial results or accounting practices.

  • CFO Todd Garner's separation takes effect on the earlier of March 15, 2026 or the appointment of a new permanent CFO
  • Garner remains employed through November 2, 2026 under a Transition Letter Agreement dated January 6, 2026
  • During the consulting period he keeps his base salary and is eligible for a pro-rated 2026 bonus, but gets no annual equity award grant in Q1 2026
  • The company has retained an executive search firm to find a new CFO
Read the filing on SEC.gov ↗
ILMNILLUMINA, INC. Jan 8, 4:39 PM ET

Illumina Names Eric Green Chief Medical Officer; Chief Commercial Officer Cunningham Resigns

Neutral leadership Written later 5.027.01

Illumina said it appointed Eric D. Green, M.D., Ph.D., former director of the National Human Genome Research Institute, as Chief Medical Officer effective February 2, 2026. Chief Commercial Officer Everett Cunningham is resigning effective January 16, 2026, and CEO Jacob Thaysen will serve as interim chief commercial officer until a successor is named.

  • Eric D. Green, M.D., Ph.D., appointed Chief Medical Officer, effective February 2, 2026; reports to the CEO
  • Green served as NHGRI Director from 2009 to 2025 and spent more than three decades at the National Institutes of Health
  • Everett Cunningham resigns as Chief Commercial Officer effective January 16, 2026; he has been appointed CEO of a life science tools company
  • CEO Jacob Thaysen will act as interim chief commercial officer until a permanent successor is named
Read the filing on SEC.gov ↗
VVXV2X, Inc. Jan 8, 4:37 PM ET

V2X adds three directors, expanding board from 7 to 10 members

Neutral leadership Written later 5.02

On January 7, 2026, V2X's board increased its size from 7 to 10 members and appointed Nicole B. Theophilus, Gerard A. Fasano and Ross S. Niebergall as directors, effective immediately. The new directors receive a $105,000 annual cash retainer and a $165,000 annual RSU award, prorated for the current compensation period, and Mr. Fasano joins the Audit Committee.

  • Board expanded from 7 to 10 members on January 7, 2026, with three new directors effective immediately
  • Annual director pay: $105,000 cash retainer and $165,000 in RSUs, prorated for the remainder of the current period
  • Mr. Fasano appointed to the Audit Committee; Ms. Theophilus to the Compensation and Human Capital Committee
  • Mr. Niebergall replaces Mr. Widman on the Nominating and Governance Committee
Read the filing on SEC.gov ↗
MMSIMERIT MEDICAL SYSTEMS INC Jan 8, 4:33 PM ET

Merit Medical sees Q4 2025 revenue up 10%-11%; founder Lampropoulos resigns as chair

Positive earnings Written later 2.025.027.01

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
Read the filing on SEC.gov ↗
NAVINavient LLC Jan 8, 4:32 PM ET

Navient names Steve Hauber CFO, replacing Joe Fisher, who will leave in Q1 2026

Neutral leadership Written later 5.02

Navient said its CFO Joe Fisher is out and Steve Hauber, previously chief administrative officer, has taken the CFO role effective January 7, 2026, with Troy Standish adding technology and human resources to his duties. A new CFO role dedicated to subsidiary Earnest has been created and is being searched, which the company says reflects more independent operations for Navient and Earnest.

  • Joe Fisher leaves as EVP, CFO and principal accounting officer, effective January 6, 2026, and will depart during the first quarter
  • Steve Hauber's base salary rises to $525,000 effective January 17, 2026, with a target bonus of 125% of salary and equity grants of $637,500 in RSUs and $637,500 in PSUs
  • Troy Standish's base salary rises to $450,000 effective January 17, 2026, with a target bonus of 125% and equity grants of $450,000 in RSUs and $450,000 in PSUs
Read the filing on SEC.gov ↗
SBXESilverBox Corp V Jan 8, 4:31 PM ET

SilverBox Corp V adds two directors, Matt Godden and David Rone, to its board

Neutral leadership Written later 5.02

SilverBox Corp V's board appointed Matt Godden and David Rone as directors effective immediately on January 6, 2026, and placed them on the Audit, Compensation, and Nominating and Corporate Governance committees. The filing reports no financial results, and the appointments do not change the company's operations or financial position on their own.

  • Matt Godden, 44, is President and CEO of Centerline Logistics and was named Chairperson of the Compensation Committee.
  • David Rone, 63, is Managing Partner at Guggenheim Partners and was named Chairperson of the Nominating and Corporate Governance Committee.
  • Both directors signed indemnity agreements and a December 2, 2025 letter agreement tied to the company's initial public offering, including a 24-month deadline for an initial business combination.
Read the filing on SEC.gov ↗
PLUSEPLUS INC Jan 8, 4:21 PM ET

ePlus appoints Michael Portegello to board, expanding it to eight directors

Neutral leadership Written later 5.02

ePlus inc. increased its Board of Directors from seven to eight members and appointed Michael J. Portegello, 61, to fill the new seat, effective January 6, 2026. He also joined the Audit and Compensation Committees, and the Board determined he is independent under Nasdaq rules.

  • Board size increased from seven to eight directors on January 6, 2026, with Portegello filling the vacancy.
  • Portegello, 61, is a former Ernst & Young Global Client Service Partner and a Certified Public Accountant.
  • He will serve on the Audit and Compensation Committees and receive director pay, including a pro-rata restricted stock grant under the 2024 Non-Employee Director Long-Term Incentive Plan.
Read the filing on SEC.gov ↗
COCOVita Coco Company, Inc. Jan 8, 4:20 PM ET

Vita Coco adds Shelley Broader to board and names Charles van Es chief commercial officer

Neutral leadership Written later 5.027.01

Vita Coco's board increased its size from nine to ten directors and appointed Shelley Broader as a Class II director on January 7, 2026. The Board also appointed Charles van Es as Chief Commercial Officer, effective January 1, 2026, with no change to his compensation. The filing contains no financial results or guidance, so the changes are governance and management updates rather than a direct measure of business performance.

  • Shelley Broader appointed to the Board on January 7, 2026, filling a newly created seat, which expanded the Board from nine to ten directors
  • Charles van Es named Chief Commercial Officer effective January 1, 2026; he will lead global commercial strategy and market development while continuing to oversee the US market
  • Committee assignments for Ms. Broader have not been determined; the company will file an 8-K amendment once they are set
Read the filing on SEC.gov ↗
GBXGREENBRIER COMPANIES INC Jan 8, 4:20 PM ET

Greenbrier Q1 diluted EPS $1.14 vs $1.72 a year earlier; revenue $706.1 million

Negative earnings Written later 2.02

Greenbrier reported first-quarter fiscal 2026 results for the period ended November 30, 2025, with revenue of $706.1 million, down from $875.9 million a year earlier, and diluted EPS of $1.14, down from $1.72. The company reiterated its fiscal 2026 operating metrics and updated its capital expenditure guidance, and its board approved a $0.32 quarterly dividend.

  • Revenue of $706.1 million vs. $875.9 million in the prior-year quarter; Manufacturing revenue was $657.0 million vs. $830.9 million
  • Net earnings attributable to Greenbrier of $36.4 million, or $1.14 per diluted share, vs. $55.3 million, or $1.72, a year earlier
  • Operating cash flow of $76.2 million vs. a use of $65.1 million in the prior-year quarter; fiscal 2026 EPS guidance of $3.75 to $4.75 reiterated
  • Quarterly dividend of $0.32 per share payable February 17, 2026, to shareholders of record as of January 27, 2026
Read the filing on SEC.gov ↗
WMBWILLIAMS COMPANIES, INC. Jan 8, 4:16 PM ET

Williams Companies completes $2.75 billion senior notes offering due 2033, 2036 and 2056

Neutral financing Written later 1.01

Williams Companies completed a registered offering of $2.75 billion in senior unsecured notes on January 8, 2026, comprising $500 million of additional 5.650% notes due 2033, $1.25 billion of 5.150% notes due 2036 and $1 billion of 5.950% notes due 2056. The filing describes standard indenture terms, including covenants limiting liens and asset sales and optional redemption rights, and does not report any effect on the company's earnings or guidance.

  • Total offering of $2.75 billion across three tranches, completed January 8, 2026.
  • New 2033 Notes of $500 million are an add-on to $750 million of 5.650% notes issued March 2, 2023, and trade interchangeably with them.
  • Interest on the 2033 Notes is paid March 15 and September 15, beginning March 15, 2026; interest on the 2036 and 2056 Notes begins September 15, 2026.
  • Notes were issued under a Form S-3 registration statement and a prospectus supplement dated January 5, 2026.
Read the filing on SEC.gov ↗
GSGOLDMAN SACHS GROUP INC Jan 8, 4:15 PM ET

Goldman Sachs to move Apple Card to new issuer, adding $0.46 to Q4 2025 EPS

Mixed product/contract Written later 2.028.01

Goldman Sachs agreed to transition the Apple Card program and associated accounts to a new issuer, a process expected to take about 24 months. The firm expects the transaction to increase fourth quarter 2025 diluted EPS by $0.46, driven by a $2.48 billion release of loan loss reserves that is partly offset by a $2.26 billion reduction in net revenues and $38 million of operating expenses. The filing also reorganizes the firm's reporting segments starting in Q4 2025, narrowing its consumer-related focus within Platform Solutions.

  • Apple Card program and associated accounts to transition to a new issuer in about 24 months
  • Expected $0.46 increase to fourth quarter 2025 diluted EPS
  • $2.48 billion loan loss reserve release, offset by $2.26 billion net revenue reduction and $38 million operating expenses
  • Reporting segments reorganized from Q4 2025 into Global Banking & Markets, Asset & Wealth Management and Platform Solutions
Read the filing on SEC.gov ↗
LNTALLIANT ENERGY CORP Jan 8, 4:15 PM ET

Alliant Energy Appoints Manu Asthana, Former PJM CEO, as Director Effective Feb. 23

Neutral leadership Written later 5.02

Alliant Energy's boards increased their size to 11 directors and appointed Manu Asthana, former president and CEO of PJM Interconnection, as a director effective February 23, 2026. He will join the Audit and Operations Committees and is slated for election at the 2026 Annual Meeting of Shareowners, which matters to shareholders as it adds grid and electricity-market experience and a new board seat.

  • Manu Asthana, 52, appointed to the boards of Alliant Energy, Interstate Power and Light, and Wisconsin Power and Light effective February 23, 2026
  • Previously President and CEO of PJM Interconnection from 2020 to 2025; PJM oversees a grid serving 67 million people in 13 states and the District of Columbia
  • Will serve on the Audit Committee and Operations Committee; 2026 annual retainer for all Boards is $300,000
Read the filing on SEC.gov ↗
LFUSLITTELFUSE INC /DE Jan 8, 4:15 PM ET

Littelfuse says EVP and Chief Legal Officer Ryan Stafford will leave April 30, 2026

Neutral leadership Written later 5.02

Littelfuse agreed on January 7, 2026 that Ryan K. Stafford, Executive Vice President, Mergers & Acquisitions, Chief Legal Officer and Corporate Secretary, will separate from the company effective April 30, 2026. His severance includes a lump sum cash payment, accelerated vesting of 50% of restricted stock units granted January 23, 2025, and a prorated 2026 bonus. The filing does not give a successor or the dollar value of the severance.

  • Separation effective April 30, 2026, under a Letter Agreement dated January 7, 2026
  • Lump sum cash payment due on or before the 60th day after the Separation Date
  • Accelerated vesting of 50% of restricted stock units granted January 23, 2025
  • Prorated 2026 bonus under the Annual Incentive Plan and benefits continuation for limited periods
Read the filing on SEC.gov ↗
GOLFAcushnet Holdings Corp. Jan 8, 4:15 PM ET

Acushnet Forms Vietnam Footwear Joint Venture with Myre, Acushnet Holds 40% Stake

Neutral m&a Written later 1.01

Acushnet Cayman, a subsidiary of Acushnet Holdings, signed a Subscription and Shareholders' Agreement on January 6, 2026 to form ACL FootJoy Pte. Ltd. with Myre Overseas Corp. The joint venture will source materials for and contract manufacturing of footwear in Vietnam, with Acushnet holding the sole right to purchase and distribute the output. The filing discloses no dollar amounts, so the financial effect on shareholders is not quantified.

  • Acushnet Cayman owns 40% and Myre Overseas Corp. owns 60% of ACL FootJoy Pte. Ltd.
  • Acushnet Cayman appoints three of up to six board directors and the board chair, who holds a casting vote
  • Acushnet Cayman and its designees have sole rights to buy, distribute and sell all products made at the Footwear Factories
Read the filing on SEC.gov ↗

Graphic Packaging GC Lauren Tashma to depart; remains employed through March 1, 2026

Neutral leadership Written later 5.02

Graphic Packaging said its General Counsel and Secretary, Lauren Tashma, is transitioning out of her role. She gave up the position effective January 6, 2026, and remains an employee through March 1, 2026, while the company expects to pay separation benefits under its Executive Severance Plan.

  • Lauren S. Tashma relinquished the General Counsel and Secretary role as of January 6, 2026.
  • She remains an employee through the end of the day on March 1, 2026, and keeps certain subsidiary officer or director roles.
  • The company expects her to receive separation benefits and to sign a release agreement and a transition services agreement.
Read the filing on SEC.gov ↗
WDFCWD 40 CO Jan 8, 4:07 PM ET

WD-40 sales rise 1% to $154.4 million, but profit falls 8% in first quarter

Mixed earnings Written later 2.02

WD-40 Company reported first-quarter fiscal 2026 results for the quarter ended November 30, 2025. Net sales rose 1% to $154.4 million, but operating income fell 7% to $23.3 million and diluted earnings per share fell 8% to $1.28, with currency translation adding about $3.4 million to sales. Management reaffirmed its fiscal 2026 guidance and said it expects results toward the mid-to-high end of its ranges.

  • Net sales were $154.4 million, up 1%; on a constant currency basis, net sales were $151.0 million, down 2%.
  • Net income was $17.5 million, down 8%, and diluted EPS was $1.28 versus $1.39 a year earlier.
  • Maintenance product sales in direct markets rose 8%, while Asia-Pacific net sales fell 10%.
  • Fiscal 2026 guidance was reaffirmed, including operating income of $103 million to $110 million and diluted EPS of $5.75 to $6.15.
Read the filing on SEC.gov ↗
PCRXPacira BioSciences, Inc. Jan 8, 4:02 PM ET

Pacira reports preliminary 2025 revenue of $726.4 million, up from $701.0 million

Positive earnings Written later 2.02

Pacira BioSciences reported preliminary, unaudited total revenue of $726.4 million for 2025, compared with $701.0 million in 2024, with fourth-quarter EXPAREL net product sales of $155.8 million. The figures are subject to adjustment, and the company expects to report complete fourth-quarter and full-year 2025 results and financial guidance later in the first quarter of 2026.

  • Full-year 2025 total revenue of $726.4 million, compared with $701.0 million in 2024.
  • Full-year EXPAREL net product sales of $575.1 million, compared with $549.0 million, with volume growth of 6 percent.
  • During the fourth quarter of 2025, the company repurchased 2.0 million shares for $50.0 million; $150.0 million remains on its authorization, which expires December 31, 2026.
Read the filing on SEC.gov ↗
HNIHNI CORP Jan 8, 1:54 PM ET

HNI to close Wayland, New York plant in 2027, taking $14.9 million in charges

Mixed restructuring Written later 2.052.06

HNI Corporation said it will exit its Wayland, New York manufacturing facility in 2027 and move production to its other North American plants as part of an operational improvement plan adopted January 8, 2026. The company estimates the move will reduce annual costs by $7.5 to $8.0 million once fully mature, but will reduce pre-tax earnings by an estimated $14.9 million across 2026 and 2027, and about 135 Wayland employment terminations are expected.

  • Wayland, New York plant to close in 2027, with production shifted to existing HNI facilities
  • Estimated pre-tax charges of $14.9 million in 2026 and 2027, including $5.7 million of non-cash charges
  • Estimated annual savings of $7.5 to $8.0 million once fully mature; total Kimball International integration cost synergies now expected to reach $68 million by end of 2028
  • Approximately 135 employment terminations in Wayland
Read the filing on SEC.gov ↗
EAIENTERGY ARKANSAS, LLC Jan 8, 11:10 AM ET

Entergy Arkansas closes $1 billion sale of 2036 and 2056 first mortgage bonds

Neutral financing Written later 8.01

Entergy Arkansas sold $500 million of 4.95% first mortgage bonds due 2036 and $500 million of 5.75% bonds due 2056, for $1 billion in total, with the sale closing on January 8, 2026. The bonds were issued under the company's effective automatic shelf registration statement. For shareholders, this is a routine debt financing and the filing does not state how the proceeds will be used.

  • Underwriting agreement dated January 5, 2026; sale of the bonds closed January 8, 2026
  • $500 million of 4.95% First Mortgage Bonds due January 15, 2036
  • $500 million of 5.75% First Mortgage Bonds due January 15, 2056
Read the filing on SEC.gov ↗
LWLamb Weston Holdings, Inc. Jan 8, 9:18 AM ET

Lamb Weston to close Munro, Argentina plant, taking $50M-$60M in pre-tax charges

Negative restructuring Written later 2.05

Lamb Weston committed on January 5, 2026 to close its Munro, Argentina manufacturing facility and move Latin American production to its new Mar del Plata plant, as part of efforts to improve operating efficiency. The company expects total pre-tax charges of approximately $50 million to $60 million, mostly in fiscal 2026, with about half expected to result in future cash spending.

  • Plan committed January 5, 2026: close Munro, Argentina facility and consolidate Latin America production in Mar del Plata, Argentina
  • Expected total pre-tax charges of approximately $50 million to $60 million, substantially all recognized in fiscal year ending May 31, 2026
  • About half of the charges expected to be cash expenditures, substantially all paid in fiscal 2026
  • Charges include asset and inventory write-downs, employee severance, and costs for contracted raw potatoes not used in production
Read the filing on SEC.gov ↗
CMCCOMMERCIAL METALS Co Jan 8, 8:31 AM ET

CMC posts Q1 fiscal 2026 net earnings of $177.3 million, up from prior-year loss

Positive earnings Written later 2.027.01

CMC reported first-quarter fiscal 2026 net earnings of $177.3 million, or $1.58 per diluted share, on net sales of $2.1 billion, compared with a net loss of $175.7 million in the prior-year quarter, which included a $265.0 million litigation charge. Adjusted earnings were $206.2 million, or $1.84 per diluted share, versus $0.76 a year earlier. Management expects second-quarter core EBITDA to decline modestly from first-quarter levels due to seasonal slowdown, partly offset by the recently acquired precast businesses.

  • Net earnings of $177.3 million, or $1.58 per diluted share, versus a net loss of $175.7 million, or $1.54 per diluted share, a year earlier
  • Adjusted earnings of $206.2 million, or $1.84 per diluted share, versus $86.9 million, or $0.76 per diluted share, in the prior-year period
  • Second-quarter fiscal 2026 consolidated core EBITDA expected to decline modestly from first-quarter levels
  • Quarterly dividend of $0.18 per share declared January 5, 2026, payable February 2, 2026
Read the filing on SEC.gov ↗
XNCRXencor Inc Jan 8, 8:05 AM ET

Xencor preliminary year-end cash falls to $611 million from $706.7 million

Negative earnings Written later 2.02

Xencor preliminarily estimates cash, cash equivalents and marketable debt securities of approximately $611 million as of December 31, 2025, down from $706.7 million a year earlier. The company says it expects cash to fund research and development programs and operations through 2028, but the figures are unaudited and may change after year-end closing and audit procedures.

  • Preliminary cash, cash equivalents and marketable debt securities: approximately $611 million as of December 31, 2025, versus $706.7 million as of December 31, 2024
  • Company expects cash to fund research and development and operations through 2028, based on current operating plans
  • Figures are unaudited and not reviewed by the independent auditor; actual results may differ
  • Press release also outlines 2026 milestones, including a Phase 1 study start for XmAb412 in 2H26 and clinical data updates across several programs
Read the filing on SEC.gov ↗
WMTWalmart Inc. Jan 8, 7:59 AM ET

Walmart appoints Shishir Mehrotra to its Board of Directors effective January 8, 2026

Neutral leadership Written later 5.02

Walmart's Board appointed Shishir Mehrotra, CEO of Superhuman (formerly Grammarly), as a director effective January 8, 2026, and placed him on the Compensation and Management Development Committee and the Technology and eCommerce Committee. The filing describes a prorated share of non-management director pay for Mehrotra, with the appointment's direct financial effect on shareholders not quantified.

  • Mehrotra, age 46, joined the Board effective January 8, 2026, with no arrangement with others for his appointment disclosed.
  • He received a prorated portion of a $230,000 annual stock award on January 8, 2026.
  • He will receive a prorated portion of a $115,000 annual retainer, paid quarterly in arrears through the 2026 Annual Shareholders' Meeting.
  • Mehrotra previously served as CEO and co-founder of Coda and as YouTube's Chief Product Officer and Chief Technology Officer.
Read the filing on SEC.gov ↗
AYIACUITY INC. (DE) Jan 8, 7:40 AM ET

Acuity Q1 net sales rise 20% to $1.1 billion; diluted EPS up 14% to $3.82

Positive earnings Written later 2.02

Acuity Inc. reported fiscal first-quarter 2026 results for the quarter ended November 30, 2025. Net sales rose 20.2% to $1.14 billion, operating profit rose 20.3% to $160.4 million, and diluted EPS rose 14.0% to $3.82. The release does not include updated financial guidance, and part of the sales growth comes from three months of QSC performance within the Acuity Intelligent Spaces segment.

  • Net sales were $1,143.7 million versus $951.6 million a year earlier, an increase of $192.1 million or 20.2%.
  • Diluted EPS was $3.82 versus $3.35; adjusted diluted EPS was $4.69 versus $3.97.
  • Acuity Intelligent Spaces net sales were $257.4 million versus $73.5 million, including three months of QSC performance.
  • During the quarter the company repurchased about 77,000 shares for about $28 million and repaid $100.0 million of term-loan borrowings.
Read the filing on SEC.gov ↗
LNNLINDSAY CORP Jan 8, 7:22 AM ET

Lindsay Q1 revenue falls 6% to $155.8 million; diluted EPS $1.54 vs. $1.57

Negative earnings Written later 2.02

Lindsay Corporation reported first-quarter fiscal 2026 results for the period ended November 30, 2025, with revenue down 6% and net earnings down 4% from a year earlier. Irrigation sales fell 9% on weaker North America and international demand, while Infrastructure revenue rose 17%. The company also disclosed a $80 million supply agreement in the Middle East and North Africa region signed after quarter-end and a new share repurchase authorization of up to $150 million.

  • Total revenues were $155.8 million, down $10.5 million, or 6%, from $166.3 million; operating income was $19.6 million, down 6%.
  • Diluted EPS was $1.54 versus $1.57; net earnings were $16.5 million versus $17.2 million.
  • Irrigation revenue fell 9% to $133.4 million, while Infrastructure revenue rose 17% to $22.4 million.
  • The board authorized a new share repurchase program of up to $150 million; the company repurchased $30.3 million of shares in the quarter.
Read the filing on SEC.gov ↗
SNXTD SYNNEX CORP Jan 8, 7:06 AM ET

TD SYNNEX Q4 revenue rises 9.7% to $17.4 billion; GAAP EPS up 32.8%

Positive earnings Written later 2.02

TD SYNNEX reported fiscal fourth-quarter 2025 results for the period ended November 30, 2025, with revenue of $17.4 billion, up 9.7% year over year and above the high end of its outlook. GAAP diluted EPS rose to $3.04 from $2.29, and non-GAAP diluted EPS was $3.83, up 24.0%. The company also declared a $0.48 quarterly dividend, up 9% year over year, and guided fiscal first-quarter 2026 non-GAAP diluted EPS to $3.00 to $3.50.

  • Q4 FY25 revenue was $17.4 billion, up 9.7%, and above the high end of the company's outlook; up 7.5% in constant currency.
  • GAAP diluted EPS was $3.04 versus $2.29; non-GAAP diluted EPS was $3.83 versus $3.09.
  • Q1 FY26 outlook: revenue of $15.1 to $15.9 billion and non-GAAP diluted EPS of $3.00 to $3.50.
  • Quarterly dividend of $0.48 per share, payable January 30, 2026, to holders of record as of January 16, 2026.
Read the filing on SEC.gov ↗
SMPLSimply Good Foods Co Jan 8, 7:03 AM ET

Simply Good Foods Q1 net income falls 33.7% to $25.3 million; outlook reaffirmed

Negative earnings Written later 2.02

Simply Good Foods reported fiscal first quarter 2026 results, with net sales of $340.2 million, down 0.3% year over year, and net income of $25.3 million, down 33.7%. Adjusted EBITDA fell 20.6% to $55.6 million, and gross margin declined 590 basis points to 32.3%, driven by input inflation and tariff costs. The company reaffirmed its full-year fiscal 2026 outlook and raised its share repurchase authorization by $200 million, which matters to shareholders because profit fell sharply while the company kept its guidance and returned cash through buybacks.

  • Net sales of $340.2 million vs. $341.3 million; Quest grew 9.6% while Atkins fell 16.5% and OWYN fell 3.3%
  • Net income of $25.3 million vs. $38.1 million; diluted EPS of $0.26 vs. $0.38; adjusted diluted EPS of $0.39 vs. $0.49
  • Fiscal 2026 outlook reaffirmed: net sales -2% to +2%, gross margins down 100 to 150 basis points, adjusted EBITDA -4% to +1%
  • Board approved a $200 million increase to the repurchase program on January 6, 2026; about $224 million is available
Read the filing on SEC.gov ↗
NEOGNEOGEN CORP Jan 8, 7:03 AM ET

Neogen Q2 revenue falls 2.8% to $224.7 million; full-year guidance raised

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
TFXTELEFLEX INC Jan 8, 6:55 AM ET

Teleflex CEO Liam Kelly departs as interim CEO named and 2025 revenue outlook cut

Negative leadership Written later 2.025.02

Teleflex said CEO Liam Kelly left his roles as President and CEO effective the end of January 7, 2026, and director Stuart Randle was named Interim President and CEO effective January 8, 2026. The company also lowered its preliminary full-year 2025 revenue expectation to $3.270 billion to $3.278 billion from $3.305 billion to $3.320 billion, citing softer demand and delayed orders.

  • Liam Kelly departed as President and CEO effective the end of January 7, 2026; Stephen Klasko was named independent Chair effective January 8, 2026.
  • Preliminary 2025 revenue is now expected at $3.270 billion to $3.278 billion, versus prior guidance of $3.305 billion to $3.320 billion.
  • The Board engaged Spencer Stuart to search for a permanent CEO; Randle receives a $140,000 monthly stipend and a $1.5 million restricted stock grant.
  • Full fourth quarter and 2025 results are expected in late February or early March 2026.
Read the filing on SEC.gov ↗
RPMRPM INTERNATIONAL INC/DE/ Jan 8, 6:53 AM ET

RPM Q2 sales rise 3.5% to $1.91 billion as adjusted EPS falls 13.7% to $1.20

Mixed earnings Written later 2.02

RPM reported fiscal 2026 second-quarter results for the quarter ended November 30, 2025, with record sales of $1.91 billion, up 3.5%, but net income attributable to stockholders fell 12.0% to $161.2 million and adjusted diluted EPS fell 13.7% to $1.20. The company said a slower demand environment prompted SG&A-focused optimization actions expected to save about $100 million annually once fully implemented, and it gave mid-single-digit sales growth outlooks for both the third and fourth quarters.

  • Second-quarter net sales were $1,909,895 thousand, up 3.5%, with a 0.5% organic decline and 3.4% growth from acquisitions.
  • Diluted EPS was $1.26 versus $1.42 a year earlier; adjusted EBIT was $226.6 million, down 11.2%.
  • Cost savings of about $100 million annually: roughly $5 million expected in Q3 fiscal 2026, an incremental $20 million in Q4 fiscal 2026 and an incremental $75 million in fiscal 2027.
  • Outlook: Q3 fiscal 2026 sales expected to rise in the mid-single-digit range and adjusted EBIT up mid- to high-single digits; Q4 sales up mid-single digits and adjusted EBIT up low- to high-single digits.
Read the filing on SEC.gov ↗
NPOEnpro Inc. Jan 8, 6:01 AM ET

Enpro director Ronald Keating will not stand for reelection at 2026 annual meeting

Neutral leadership Written later 5.02

Enpro director Ronald C. Keating told the company on January 6, 2026 that he will not seek reelection at the 2026 annual shareholder meeting. The filing states his decision did not result from any disagreement with the company on its operations, policies or practices, so it does not signal a dispute.

  • Director Ronald C. Keating informed Enpro on January 6, 2026 of his decision.
  • He will not stand for reelection at the company's 2026 annual meeting of shareholders.
  • The filing states the decision did not stem from any disagreement with the company.
Read the filing on SEC.gov ↗
TRNOTerreno Realty Corp Jan 8, 6:01 AM ET

Terreno Realty amends credit facility, adds $200.0 million term loan maturing 2031

Neutral financing Written later 1.012.03

Terreno Realty Corporation's subsidiary entered a Fourth Amendment to its senior credit agreement on January 7, 2026, adding a $200.0 million term loan due January 15, 2031. Proceeds were used to reduce borrowings under the $600.0 million revolving credit facility and for general corporate purposes. The amendment also adds an accordion feature allowing the facility to grow by up to $1.0 billion, to a maximum of $2.0 billion, subject to lender approval.

  • New $200.0 million term loan matures January 15, 2031
  • Revolving credit facility of $600.0 million matures January 2029; two $100.0 million term loans mature in January 2027 and January 2028
  • Accordion feature allows aggregate facility size to rise to a maximum of $2.0 billion, subject to lender approval
  • Term loan interest margins range from 1.15% to 1.65% over SOFR, depending on leverage
Read the filing on SEC.gov ↗

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.