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).
Lafayette Digital Acquisition Corp. I, a Cayman Islands blank check company, closed its initial public offering on January 12, 2026, selling 28,750,000 units at $10.00 each for gross proceeds of $287.5 million, including the full exercise of the underwriters' over-allotment option. The filing says the net proceeds, including $10,062,500 in deferred underwriting commissions, were placed in a trust account for public shareholders, and the company intends to use the proceeds to pursue a business combination with one or more businesses.
IPO closed January 12, 2026: 28,750,000 units at $10.00 per unit, including 3,750,000 over-allotment units, for gross proceeds of $287,500,000.
Each unit includes one Class A ordinary share and one-fourth of one redeemable warrant exercisable at $11.50 per share.
Private placement of 760,000 units for $7,600,000 to the Sponsor (435,000 units) and BTIG, LLC (325,000 units).
Jason Glazer and Robert Cusack were appointed to the board on January 8, 2026; the amended and restated articles were adopted in connection with the IPO.
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
Arrowhead Pharmaceuticals issued $700 million of 0.00% convertible senior notes due January 15, 2032, including $75 million from the underwriters' full exercise of their over-allotment option. The company also spent approximately $47.9 million on capped call transactions, which are expected to reduce potential dilution from future conversions of the notes.
Notes issued January 12, 2026: $700 million principal, 0.00% interest rate, maturing January 15, 2032
Initial conversion price of approximately $87.07 per share; the company may settle conversions in cash, shares or a combination
Capped call transactions cost approximately $47.9 million, with a cap price of approximately $119.33 per share
Company may redeem notes on or after January 16, 2029 if the stock exceeds 130% of the conversion price under specified conditions
BioMarin said at the J.P. Morgan Healthcare Conference that preliminary 2025 total revenue was about $3.2 billion, within its prior guidance, and that VOXZOGO sales were about $920 million. The company also expects a fourth-quarter 2025 Roctavian asset write-down of $230 million to $260 million, which reduces non-GAAP diluted EPS by $0.60 to $0.64 per share, while its non-GAAP EPS guidance excluding the write-down is unchanged.
Preliminary 2025 total revenue of about $3.2 billion, against prior guidance of $3.15 billion to $3.2 billion
VOXZOGO 2025 revenue of about $920 million, against prior guidance of $900 million to $935 million
Roctavian write-down of $230 million to $260 million in Q4 2025, with $120 million to $125 million reducing non-GAAP diluted EPS by $0.60 to $0.64 per share
Full fourth-quarter and 2025 results expected in February 2026; figures are unaudited and preliminary
Crown Castle said DISH Wireless defaulted on its payment obligations and that it has terminated its wireless infrastructure agreement with DISH, seeking to recover more than $3.5 billion in remaining payments. The company said it does not expect the termination to affect its full-year 2025 results, but the filing does not describe how the dispute will be resolved or how much cash will be collected.
DISH Wireless defaulted on payment obligations; Crown Castle delivered a notice of default and termination on January 12, 2026.
Crown Castle seeks to recover more than $3.5 billion in remaining payments owed under the agreement.
Crown Castle does not anticipate the termination to affect its full-year 2025 financial results.
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
Regions Financial said Chief Financial Officer David Turner will retire effective March 31, 2026, and Anil Chadha, currently Controller and head of Corporate Finance, will succeed him as Senior Executive Vice President, Chief Financial Officer. A CFO change is a significant leadership transition, and the filing says the two will work together through March to ensure a smooth handoff, while Chadha's compensation terms have not yet been disclosed.
David J. Turner, Jr. retires as CFO effective March 31, 2026, after about 40 years in auditing and finance, including 20 years at the bank
Anil D. Chadha, 47, becomes CFO upon Turner's retirement; he has been Controller since December 2021 and head of Corporate Finance since December 2023
Regions says material compensation terms for both executives will be disclosed once approved
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.
Flanigan's Enterprises announced a broad leadership reshuffle, with James G. Flanigan II stepping down as President and Chairman, and Jeffrey D. Kastner stepping down as CFO to become Chairman and Chief Legal Officer. Allison Govoni becomes CFO and Peter Bruce becomes COO, both internal promotions, which shareholders may view as a significant change in top management.
James G. Flanigan II resigned as President and Chairman effective January 8, 2026, and remains CEO and a Board member
Jeffrey D. Kastner resigned as CFO effective January 8, 2026, and was named Chief Legal Officer and Chairman of the Board
Christopher O'Neil was named President effective January 8, 2026, with an annual base salary of $464,000
Allison Govoni named CFO effective January 8, 2026, at $222,000 annual base salary; Peter Bruce named COO at $272,000
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
Amphenol completed its acquisition of CommScope's Connectivity and Cable Solutions (CCS) business on January 9, 2026, for approximately $10.5 billion in cash, subject to customary post-closing adjustments. Amphenol expects the business to generate approximately $4.1 billion in full-year 2026 sales and to add approximately $0.15 to 2026 diluted earnings per share, excluding acquisition-related expenses. Financial statements and pro forma information for the business will be filed later by amendment.
Acquisition closed January 9, 2026, for approximately $10.5 billion in cash, subject to customary post-closing adjustments
Expected full-year 2026 sales for the CCS business of approximately $4.1 billion
Expected accretion of approximately $0.15 to 2026 diluted EPS, excluding acquisition-related expenses
CCS business will join the Communications Solutions Segment, with approximately 20,000 employees
Allegiant agreed on January 11, 2026 to merge with Sun Country Airlines, with Sun Country becoming a wholly owned subsidiary. Sun Country holders would receive $4.10 in cash and 0.1557 Allegiant shares per share, and the companies say the deal values Sun Country at about $1.5 billion including $0.4 billion of net debt. The deal requires stockholder, regulatory and other approvals and is expected to close in the second half of 2026, with Allegiant shareholders owning about 67% of the combined company.
Sun Country holders would receive $4.10 in cash plus 0.1557 Allegiant shares per share, an implied $18.89 per share, a 19.8% premium to the $15.77 closing price on January 9, 2026.
Allegiant shareholders would own about 67% of the combined company and Sun Country shareholders about 33%, on a fully diluted basis.
Allegiant expects $140 million in annual synergies within three years of closing and says the deal should be accretive to earnings per share one year after closing.
Termination fees range from $30 million to $52.23 million depending on the circumstances, and the agreement can be terminated if the merger is not completed by January 11, 2027.
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.
TransMedics entered a lease on January 8, 2026 for about 498,286 square feet at 188 Assembly Park Drive in Somerville, Massachusetts, to serve as its new headquarters beginning on or before January 1, 2028, replacing its Andover site. The filing also discloses initial annual base rent of about $23.9 million, an $18 million letter of credit security deposit, and the purchase of two adjacent parcels for $15.0 million each.
Lease covers about 498,286 square feet; base rent initially about $23.9 million per year, rising 2% annually
Lease initial term is 192 months from the Rent Commencement Date, with two ten-year extension options
Security deposit delivered as a letter of credit of about $18 million
On January 8, 2026, the company bought two adjacent Somerville parcels for $15.0 million each, plus related costs
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.
FIS completed its acquisition of Global Payments' Issuer Solutions business on January 9, 2026, paying approximately $7.7 billion in cash and exchanging its Worldpay stake for the business. The company says the deal adds a credit issuing processing business and expects it to add $500 million in incremental Adjusted Free Cash Flow in 2026 and $700 million by 2028, though the filing includes no reported financial results for the acquired business.
Closed January 9, 2026; FIS paid approximately $7.7 billion in cash, subject to customary post-closing adjustments.
Issuer Solutions valued at a $13.5 billion enterprise value; Worldpay valued at a $24.25 billion enterprise value.
FIS expects an additional $500 million in Adjusted Free Cash Flow in 2026 and $700 million by 2028.
Financial statements for the acquired business and pro forma information will be filed by amendment within 71 calendar days.
Global Payments said on January 12, 2026 that it completed its acquisition of Worldpay from FIS and GTCR and sold its Issuer Solutions business to FIS. The filing also issued stock to GTCR, which now holds approximately 15.45% of Global Payments common stock, and set lock-up, standstill and registration terms for those shares. Shareholders face a larger share count and a new ownership stake, and the company said it expects to reduce adjusted net leverage to 3.0x within 18 to 24 months.
Acquisition of Worldpay and divestiture of Issuer Solutions to FIS completed, announced January 12, 2026
Stock Consideration issued to GTCR on January 9, 2026; GTCR now holds approximately 15.45% of outstanding common stock
Lock-up: 35% of GTCR's shares released 12 months after closing, 15% at 15 months, remainder at 18 months
Company expects to reduce adjusted net leverage to 3.0x within 18 to 24 months and plans to invest over $1 billion annually
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
Henry Schein appointed Frederick M. Lowery, currently Executive Vice President and President of Laboratory Products and BioProduction at Thermo Fisher Scientific, as chief executive officer effective March 2, 2026, and expanded its board from 14 to 15 members to seat him. Current CEO Stanley M. Bergman will remain CEO until Lowery starts, then become Chairman of the Board. The filing also amends the company's bylaws to remove the requirement that the board appoint a President.
Lowery's employment agreement sets a base salary of $1,250,000 and a target annual bonus of no less than 150% of base salary for 2026.
Lowery will receive a 2026 equity award with a target grant date fair value of $10,000,000, plus a $2,500,000 sign-on equity award vesting over three years.
Bergman continues as CEO until Lowery begins work, then becomes Chairman of the Board.
The board amended the bylaws effective January 10, 2026, to allow a CEO who is not also President or Chairman.
Duolingo said Gillian Munson, a board member since 2019 and chair of its Audit, Risk and Compliance Committee, will become chief financial officer effective February 23, 2026, succeeding Matthew Skaruppa, who will move to an advisory role through November 20, 2026. The company also gave preliminary fourth-quarter 2025 metrics, showing DAU growth of approximately 30% year over year and bookings at or slightly above the high end of its guidance range of $329.5 million to $335.5 million.
Gillian Munson becomes CFO effective February 23, 2026, replacing Matthew Skaruppa, who served nearly six years in the role
Munson's base salary is $800,000 and her start-date RSU grant is valued at $14 million, per the filing
Preliminary Q4 2025 DAU growth of approximately 30% year over year
Preliminary Q4 2025 bookings at or slightly above the high end of the $329.5 million to $335.5 million guidance range; the figures remain subject to closing and review procedures
Thermo Fisher said Chief Operating Officer Michel Lagarde and Executive Vice President Frederick M. Lowery will leave the company to pursue other opportunities, with departures on March 31, 2026 and February 28, 2026. Effective March 1, 2026, Marc N. Casper becomes Chairman and Chief Executive Officer, and Gianluca Pettiti moves up to President and Chief Operating Officer, a leadership reshuffle that changes who runs the company day to day.
Michel Lagarde, EVP and COO since 2021, departs March 31, 2026
Frederick M. Lowery, EVP since 2024, departs February 28, 2026
Effective March 1, 2026: Marc N. Casper becomes Chairman and CEO
Gianluca Pettiti promoted to President and COO; Michael Shafer takes an expanded role reporting to the CEO
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.