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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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SHAKShake Shack Inc. Jan 12, 5:12 PM ET

Shake Shack reports FY25 revenue of $1.45 billion and gives initial 2026 outlook

Mixed earnings Written later 2.027.01

Shake Shack released preliminary unaudited results for the fourth quarter and fiscal 2025, showing total revenue of $400.5 million for the quarter and $1.45 billion for the year, with same-Shack sales up 2.1% and 2.3%. The company said the last six weeks of the quarter did not meet its expectations because of inclement weather, and it issued initial fiscal 2026 guidance of $1.6 billion to $1.7 billion in total revenue and $237.0 million to $245.0 million in adjusted EBITDA. The figures remain subject to audit and the Form 10-K.

  • 4Q25 total revenue of $400.5 million; FY25 total revenue of $1.45 billion
  • Same-Shack sales up 2.1% in 4Q25 and 2.3% in FY25; last six weeks of 4Q25 missed expectations due to weather
  • FY26 guidance: net income of $50.0 million to $60.0 million and adjusted EBITDA of $237.0 million to $245.0 million
  • 45 Company-operated Shacks opened in FY25; 55 to 60 planned for 2026
Read the filing on SEC.gov ↗
BMRNBIOMARIN PHARMACEUTICAL INC Jan 12, 4:44 PM ET

BioMarin expects Roctavian write-down of $230M-$260M; 2025 revenue about $3.2B

Mixed earnings Written later 2.02

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
Read the filing on SEC.gov ↗
CCICROWN CASTLE INC. Jan 12, 4:37 PM ET

Crown Castle ends DISH Wireless contract after DISH defaults on payments

Mixed legal/regulatory Written later 2.02

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.
Read the filing on SEC.gov ↗
SRPTSarepta Therapeutics, Inc. Jan 12, 12:05 PM ET

Sarepta reports preliminary 2025 net product revenue of $1.86 billion

Mixed earnings Written later 2.02

Sarepta gave preliminary, unaudited fourth-quarter and full-year 2025 results at the J.P. Morgan Healthcare Conference, reporting $369.6 million in fourth-quarter net product revenue and $1.86 billion for the year. The company reconfirmed a yearly ELEVIDYS sales floor of $500.0 million but said it will not provide more detailed 2026 guidance until it evaluates its initiatives. Final results are due in late February 2026 and may differ materially from these figures.

  • Full-year 2025 total net product revenue of $1.86 billion; fourth quarter $369.6 million
  • ELEVIDYS fourth-quarter net product revenue of $110.4 million, affected by a severe flu season and rescheduling of 6 patient infusions into 2026
  • PMO net product revenue of $259.2 million in the fourth quarter and $965.6 million for the full year
  • Year-end 2025 cash, cash equivalents, restricted cash and investments of approximately $953.8 million; final results expected in late February 2026
Read the filing on SEC.gov ↗
UNHUNITEDHEALTH GROUP INC Jan 12, 6:58 AM ET

UnitedHealth to reaffirm 2025 adjusted EPS outlook at January 12 investor meetings

Mixed guidance Written later 7.01

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
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.