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).
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
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
Exelixis said preliminary, unaudited fiscal 2025 net product revenue was about $2.123 billion and total revenue was about $2.320 billion. It also gave fiscal 2026 net product revenue guidance of $2.325 billion to $2.425 billion, which excludes any revenue from a potential zanzalintinib launch. The audit is ongoing, and final results are due February 10, 2026, so the figures could change.
Preliminary fiscal 2025 total revenues of about $2.320 billion and net product revenues of about $2.123 billion
Fiscal 2026 guidance: total revenues of $2.525 billion to $2.625 billion and net product revenues of $2.325 billion to $2.425 billion
Audited fiscal 2025 results are scheduled for release on February 10, 2026
An October 2025 buyback authorizes up to an additional $750 million of stock repurchases before December 31, 2026
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
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
Danaher estimated that fourth-quarter 2025 revenue rose in the mid-single digit percent range year over year, with non-GAAP core revenue growth toward the high end of its low-single digit guidance. It also expects full-year 2025 non-GAAP adjusted diluted EPS toward the high end of its $7.70 to $7.80 guidance range, which suggests results came in at or above the company's prior outlook. These figures are preliminary estimates ahead of the January 28, 2026 earnings call.
Q4 2025 estimated revenue growth: mid-single digit percent range year over year
Q4 2025 non-GAAP core revenue growth expected toward the high end of low-single digit guidance
FY 2025 non-GAAP adjusted diluted EPS expected toward the high end of the $7.70 to $7.80 range
CEO Rainer M. Blair to comment at J.P. Morgan Healthcare Conference on January 13, 2026; earnings call January 28, 2026
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
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
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
Harmony Biosciences said preliminary unaudited WAKIX net product revenue was about $868 million for 2025, up from $714.7 million in 2024, and about $243 million for the fourth quarter, up from $201.3 million a year earlier. It also issued 2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion and said it is phasing out its ZYN002 Fragile X program. The figures are unaudited and may change after year-end closing and auditor review.
Preliminary 2025 WAKIX net product revenue of about $868 million, versus $714.7 million in 2024 (about 21% growth)
Q4 2025 preliminary net product revenue of about $243 million, versus $201.3 million in Q4 2024
2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion for the year ending December 31, 2026
ZYN002 Fragile X program being phased out after review of RECONNECT study data; 22q deletion indication no longer pursued
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.
Vir Biotechnology said it had approximately $781 million in cash, cash equivalents and investments as of December 31, 2025, an unaudited figure, and that this balance is expected to fund operations into the fourth quarter of 2027, which it links to the Norgine licensing agreement and continued financial discipline. It also released updated Phase 2 SOLSTICE data for its chronic hepatitis delta combination therapy, with 88% of participants evaluated through Week 96 reaching undetectable hepatitis delta virus RNA versus 46% on the antibody alone. The filing contains no full-year revenue or profit figures, which the company expects to report in late February 2026.
Preliminary, unaudited cash, cash equivalents and investments of approximately $781 million as of December 31, 2025; full fourth-quarter and 2025 results expected in late February 2026.
Cash runway extended into the fourth quarter of 2027, tied by the company to the Norgine license for chronic hepatitis delta in Europe, Australia and New Zealand.
SOLSTICE Phase 2: undetectable HDV RNA at Week 96 in 88% (21/24) of combination participants versus 46% (11/24) on tobevibart alone.
Company to present at the J.P. Morgan Healthcare Conference on January 14, 2026, at 3:45 p.m. PT.
BioLife Solutions reported preliminary, unaudited revenue from continuing operations of $96.2 million for 2025, up 29% from 2024, and $24.8 million for the fourth quarter, up 20%. The full-year figure exceeded the top of the guidance range raised in November 2025 ($95.0 million to $96.0 million, adjusted for the evo sale). The company said final results may differ and will provide 2026 guidance with its complete 2025 results in February.
Full-year 2025 revenue from continuing operations: $96.2 million, up from $74.6 million in 2024
Fourth-quarter 2025 revenue: $24.8 million, up from $20.7 million a year earlier
Full-year revenue exceeded the top of the raised guidance range of $95.0 million to $96.0 million
About $1.3 million in biopreservation media revenue was accelerated into the third quarter of 2025 at a customer's request, so it is not in fourth-quarter revenue
DexCom reported preliminary, unaudited revenue of about $4.662 billion for fiscal 2025, up 16% from 2024, and about $1.260 billion for the fourth quarter, up 13%. It also gave an initial 2026 total revenue outlook of $5.16-$5.25 billion, growth of about 11-13%, with non-GAAP gross and operating margin targets, and said audited results will follow on February 12, 2026.
Fourth-quarter 2025 revenue of about $1.260 billion, up 13%: U.S. about $892 million (up 11%), international about $368 million (up 18%)
Fiscal 2025 preliminary revenue of about $4.662 billion, up 16%, which the company says exceeded the high end of its guidance
2026 outlook: total revenue of $5.16-$5.25 billion, non-GAAP gross profit margin of about 63-64% and non-GAAP operating margin of about 22-23%
2025 margin guidance reiterated at about 61% non-GAAP gross margin and 20-21% non-GAAP operating margin; audited results due February 12, 2026
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.
Sotera Health said preliminary full-year 2025 revenue is expected to surpass $1.16 billion, an increase of at least 5.5% year over year, within the guidance it gave with its third-quarter results. The figures are preliminary and remain subject to year-end closing procedures and audit, and the company will release full results and 2026 outlook on February 24, 2026.
Preliminary 2025 revenue expected to surpass $1.16 billion, up at least 5.5% year over year (5.0% on a constant-currency basis)
Revenue approximation is within the guidance given at the third-quarter 2025 earnings release
Figures are unaudited and subject to completion of year-end closing and audit
Full-year 2025 results and 2026 outlook scheduled for February 24, 2026
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
Moderna issued preliminary, unaudited 2025 results at the J.P. Morgan Healthcare Conference. Expected revenue of about $1.9 billion is $100 million above the midpoint of its prior $1.6 to $2.0 billion range, and expected GAAP operating expenses were lowered by $200 million. The audit is ongoing and figures could change, and full results are due February 13, 2026.
2025 revenue expected at about $1.9 billion (unaudited), $100 million above the midpoint of the $1.6 to $2.0 billion range from the 3Q25 call
2025 GAAP operating expenses now expected at $5.0 to $5.2 billion (unaudited), an improvement of $200 million
Year-end 2025 cash, cash equivalents and investments expected at about $8.1 billion, including a $0.6 billion draw on a $1.5 billion term loan
2026 framework reiterated: up to 10% revenue growth and about $4.9 billion in GAAP operating expenses
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
Veracyte preliminarily estimated full-year 2025 total revenue of $515 million to $517 million, up about 16%, and fourth-quarter revenue of $138 million to $140 million. The figures are unaudited and may change when audited results are released, expected in February 2026. The company also initiated 2026 total revenue guidance of $570 million to $582 million, or 10% to 13% growth.
Full-year 2025 testing volume of approximately 169,700 tests, up 19%
Fourth-quarter 2025 total revenue of $138 million to $140 million, up 16% to 18% from a year earlier
2026 guidance: total revenue of $570 million to $582 million and adjusted EBITDA margin of 25%
Audited full-year 2025 results to be reported on an earnings call in February 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.