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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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BIIBBIOGEN INC. Jan 13, 5:38 PM ET

Biogen expects $222 million Q4 2025 charge, reducing EPS by about $1.26 per share

Negative earnings Written later 2.02

Biogen said its fourth-quarter 2025 GAAP and non-GAAP results will include about $222 million in pre-tax acquired in-process R&D, upfront and milestone expense. The company said this charge will reduce fourth-quarter 2025 net income per diluted share by about $1.26. Results for the quarter are not final and may differ from these preliminary estimates.

  • Estimated pre-tax acquired in-process R&D, upfront and milestone expense: about $222 million for Q4 2025
  • Estimated impact on GAAP and non-GAAP net income per diluted share: about $1.26 reduction
  • Quarter ended December 31, 2025 results have not been finalized and are subject to closing procedures
Read the filing on SEC.gov ↗

Provident CFO Thomas Lyons to retire; leaves June 30, 2026 or on successor appointment

Neutral leadership Written later 5.027.01

Provident Financial Services said Chief Financial Officer Thomas Lyons intends to resign, effective the earlier of June 30, 2026 or the appointment of a successor. The company says his retirement is not related to any disagreement over its operations, policies or practices, and it has started a nationwide search for a replacement, which matters to shareholders because it changes the leadership of the company's finance function.

  • Lyons will remain CFO until the earlier of June 30, 2026 or a successor's appointment, then serve as Special Advisor to the President and CEO until his last day of employment on January 31, 2027.
  • Under a Retirement Transition and Release Agreement dated January 13, 2026, post-transition base salary is an annualized $300,000, prorated, plus a pro-rated annual incentive bonus; payments are conditioned on a general release and continue
  • The company has engaged an executive search firm for a nationwide search, and President and CEO Anthony Labozzetta praised Lyons' leadership.
Read the filing on SEC.gov ↗

TDS completes $1.018 billion spectrum sale to AT&T; Array sets $10.25 special dividend

Positive m&a Written later 2.018.01

Array Digital Infrastructure, a subsidiary of TDS, completed the sale of select spectrum assets to AT&T on January 13, 2026, receiving $1.018 billion in cash under a purchase agreement dated November 6, 2024. The same day, Array's board declared a $10.25 per share special cash dividend, which gives Array stockholders, including TDS, a cash payment tied to the sale proceeds.

  • Sale closed January 13, 2026, with the full $1.018 billion purchase price paid in cash and no portion deferred.
  • $232 million of the purchase price was allocated to 700 MHz Designated Entity Spectrum Licenses held by entities in which Array now holds 100% of the equity.
  • Array declared a special cash dividend of $10.25 per share, with a record date of January 23, 2026 and a payment date scheduled for February 2, 2026.
  • As of January 13, 2026, TDS held 33,005,877 shares of Array Series A Common Stock and 37,782,608 shares of Common Stock.
Read the filing on SEC.gov ↗
RVTYREVVITY, INC. Jan 13, 9:14 AM ET

Revvity expects 2025 adjusted EPS above the $5.00 top of guidance; Q4 revenue near $772 million

Positive guidance Written later 2.027.01

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
Read the filing on SEC.gov ↗
IDXXIDEXX LABORATORIES INC /DE Jan 13, 8:33 AM ET

IDEXX names Michael Erickson CEO, succeeding Jay Mazelsky effective May 12, 2026

Neutral leadership Written later 5.027.01

IDEXX Laboratories said Michael (Mike) Erickson, PhD, will become President and Chief Executive Officer on May 12, 2026, replacing Jonathan (Jay) Mazelsky, who will become Executive Chair of the Board. Mazelsky plans to retire from the company and the Board immediately after the annual shareholder meeting in May 2027, and Erickson will join the Board as a Class II Director.

  • Erickson, 52, has worked at IDEXX since 2011 and currently serves as Executive Vice President and General Manager of Global Point of Care Diagnostics and Telemedicine.
  • Erickson's letter agreement sets an annualized base salary of $1,000,000 and a bonus target of 120% of base salary, with an expected 2026 long-term equity award of not less than $7.8 million.
  • Mazelsky's letter agreement sets a base salary of $1,150,000 as Executive Chair, with an expected 2026 time-vesting restricted stock unit grant of not less than $8.275 million.
  • Lawrence D. Kingsley, the current independent Non-Executive Chair, will serve as independent Lead Director from the transition date.
Read the filing on SEC.gov ↗

Charles River Labs signs $510M K.F. (Cambodia) deal; Q4 DSA book-to-bill about 1.1x

Positive m&a Written later 2.027.01

Charles River Laboratories said at a J.P. Morgan conference that demand for its Discovery and Safety Assessment business improved through the second half of 2025, with a preliminary fourth-quarter book-to-bill of about 1.1x. The company also signed an agreement to buy K.F. (Cambodia) Ltd. for about $510 million and is exercising an option to buy the remaining 79% of PathoQuest SAS for about $60 million, which it expects to help non-GAAP earnings per share.

  • Preliminary DSA net book-to-bill of approximately 1.1x in Q4 2025; the company says the figure may change once audited 2025 results are complete
  • K.F. (Cambodia) Ltd. purchase price about $510 million, expected to close early in Q1 2026, with accretion of about $0.25 to 2026 and $0.60 to 2027 non-GAAP EPS
  • PathoQuest SAS remaining 79% stake for €51.6 million (about $60 million), expected to close by end of Q1 2026
  • 2026 outlook: top end of organic revenue growth ranges expected to be at least flat; incremental cost savings above $100 million
Read the filing on SEC.gov ↗
CNXCConcentrix Corp Jan 13, 7:33 AM ET

Concentrix posts $1.28 billion fiscal 2025 net loss after $1.52 billion goodwill impairment

Mixed earnings Written later 2.02

Concentrix reported fourth-quarter and fiscal 2025 results (ended November 30, 2025) with revenue up 4.3% in the quarter and 2.2% for the year. A non-cash goodwill impairment charge of $1,523.3 million produced a fourth-quarter diluted loss of $23.85 per share and a fiscal-year net loss of $1,278.9 million, while non-GAAP diluted EPS fell 9.5% in the quarter. The company also issued fiscal 2026 guidance calling for revenue of $10.035 billion to $10.180 billion and non-GAAP diluted EPS of $11.48 to $12.07.

  • Q4 revenue was $2,552.9 million, up 4.3% year-on-year; non-GAAP diluted EPS was $2.95 versus $3.26 a year earlier
  • Fiscal 2025 diluted loss per share was $(20.36) including the $1,523.3 million goodwill impairment, compared with $3.71 of diluted EPS in fiscal 2024
  • Fiscal 2026 guidance: reported revenue of $10.035 billion to $10.180 billion; non-GAAP diluted EPS of $11.48 to $12.07; adjusted free cash flow of $630 million to $650 million
  • Quarterly dividend of $0.36 per share declared, payable February 10, 2026, to holders of record on January 30, 2026
Read the filing on SEC.gov ↗
DALDELTA AIR LINES, INC. Jan 13, 6:30 AM ET

Delta Air Lines Q4 EPS rises to $1.86; 2026 outlook sees 20% EPS growth at midpoint

Positive earnings Written later 1.012.02

Delta reported December quarter 2025 GAAP earnings of $1.86 per diluted share, up from $1.29 a year earlier, on operating revenue of $16.0 billion, up 3%. The company guided to full-year 2026 EPS of $6.50 to $7.50, about 20% growth at the midpoint, and also agreed to buy 30 Boeing 787-10 aircraft with options for 30 more, with deliveries beginning in 2031.

  • Q4 2025 GAAP diluted EPS of $1.86 versus $1.29 in Q4 2024; net income of $1.2 billion versus $843 million
  • Full-year 2025 GAAP diluted EPS of $7.66 versus $5.33; full-year non-GAAP EPS of $5.82 versus $6.16 in 2024
  • 2026 guidance: full-year EPS of $6.50 to $7.50 and March quarter 2026 total revenue up 5% to 7% year over year
  • January 12, 2026 agreement with The Boeing Company for 30 787-10 aircraft, with an option for 30 more
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.