876 material Form 8-K filings that 702 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).
Wingstop appointed Rajneesh (Raj) Kapoor, previously President of International, as Chief Operating Officer effective January 7, 2026, restoring the role and giving him oversight of domestic and international franchise development and operations and company-owned restaurants. Two senior executives, Marisa J. Carona and Albert McGrath, had their duties reassigned and will remain employees through March 10, 2026, and will qualify for severance benefits.
Raj Kapoor, 55, named COO on January 7, 2026; base salary $625,000 and fiscal 2026 incentive bonus target $450,000
Kapoor has led International as Senior Vice President since May 2023; previously spent about five years at 7-Eleven, Inc.
Marisa J. Carona (Chief US Franchise Operations and Development Officer) and Albert McGrath (General Counsel and Secretary) had duties reassigned on January 7, 2026
Carona and McGrath remain employees through March 10, 2026; their departures qualify them for severance under the executive severance plan
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
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.
Advance Auto Parts said it appointed Richard A. Johnson, the retired chief executive of Foot Locker, to its board of directors effective January 12, 2026, and he will serve on the Compensation Committee. The filing reports a board appointment only and includes no financial results or guidance, so it does not change reported performance.
Richard A. Johnson appointed to the Board effective January 12, 2026; he will serve on the Compensation Committee.
Johnson was Foot Locker's chief executive and president from 2014 until September 2022, and its board chairman from 2016 through January 2023.
He is expected to sign the company's standard indemnification agreement, and will receive director compensation under the company's non-employee director policy.
The press release was issued January 13, 2026, and described Johnson as an independent director.
Procter & Gamble's Board declared a quarterly dividend of $1.0568 per share on common and ESOP preferred stock. Common shareholders of record on January 23, 2026 will receive the payment on or after February 17, 2026. The filing notes the company has paid dividends for 135 consecutive years and increased its dividend for 69 consecutive years.
Dividend amount: $1.0568 per share on common stock and Series A and Series B ESOP Convertible Class A Preferred Stock
Record date: close of business January 23, 2026 for common stock; start of business January 23, 2026 for preferred stock
Impinj said it expects fourth-quarter 2025 revenue near the high end of its prior guidance of $90.0 to $93.0 million and adjusted EBITDA above the midpoint of its prior guidance of $15.4 to $16.9 million. These figures are preliminary and unaudited, and the company says actual results could differ materially; full results are due February 5, 2026.
Q4 2025 revenue expected near the high end of the prior guidance range of $90.0 to $93.0 million
Q4 2025 adjusted EBITDA expected above the midpoint of the prior guidance range of $15.4 to $16.9 million
Full-year and Q4 2025 results to be released after U.S. markets close on February 5, 2026
CEO Chris Diorio and CFO Cary Baker to speak at a fireside chat on January 14, 2026, at 11:45 a.m. ET
Grocery Outlet said Executive Vice President and Chief Purchasing Officer Steve Wilson will retire effective March 20, 2026, after 31 years of service. Matt Delly, who joined the company in 2025 as Chief Merchandising Officer, will lead the combined purchasing and merchandising functions, which the company says is expected to increase efficiency.
Steve Wilson, EVP and Chief Purchasing Officer, retires effective March 20, 2026, after 31 years of service.
Matt Delly becomes Chief Merchandising and Purchasing Officer, leading purchasing and merchandising as one function.
Wilson will receive separation benefits under the Executive Severance Plan, described in the 2025 proxy statement filed April 17, 2025.
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.
Broadcom agreed on January 6, 2026 to sell $4.5 billion of senior unsecured notes in four tranches maturing 2031 to 2056, with the final terms filed January 8. The company plans to use the proceeds for general corporate purposes and debt repayment, including redeeming about $4 billion of notes from its own and VMware's older issues in January and February 2026.
Four tranches: $750 million 4.300% notes due 2031, $1.25 billion 4.600% due 2033, $1.25 billion 4.950% due 2036, and $1.25 billion 5.700% due 2056
Redemptions: $1,118,175,000 of 4.110% notes on January 22, 2026; $875 million of 4.150% and $757 million of 5.050% notes on January 17, 2026; $1.25 billion of VMware's 3.900% notes on February 6, 2026
Notes are not guaranteed by subsidiaries and are structurally subordinated to subsidiary liabilities
Clearway Energy Operating LLC, a subsidiary of Clearway Energy, Inc., completed a $600 million offering of 5.750% senior unsecured notes maturing January 15, 2034, under an indenture dated January 13, 2026. The notes add $600 million of direct debt obligations for the company, and the filing describes covenants limiting liens and certain mergers or asset transfers.
Principal amount: $600 million of 5.750% senior notes due January 15, 2034
Interest payable January 15 and July 15 each year, beginning July 15, 2026
Optional redemption: up to 40% at 105.750% from equity offerings before January 15, 2029; cash redemption at 100% plus make-whole premium before that date
Sold to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S; trustee is CSC Delaware Trust Company
Glaukos said preliminary, unaudited net sales were about $143 million for the fourth quarter of 2025, up 36% year over year, and about $507 million for full-year 2025, up 32%. The company also reaffirmed its 2026 net sales guidance of $600 million to $620 million, and reported about $283 million in cash, cash equivalents, short-term investments and restricted cash with no debt.
Q4 2025 preliminary net sales of about $143 million, up 36% from the same period in 2024
Full-year 2025 preliminary net sales of about $507 million, up 32% from 2024
2026 net sales guidance of $600 million to $620 million reaffirmed
About $283 million in cash and investments at year-end 2025 and no debt; full results due February 17, 2026
At the J.P. Morgan Healthcare Conference on January 13, 2026, Acadia Pharmaceuticals said it anticipates 2025 net sales will exceed $1 billion, consistent with its prior guidance. The company also posted a corporate slide presentation on its investor website.
Acadia anticipates 2025 net sales will exceed $1 billion.
The $1 billion figure is consistent with the company's prior guidance; the filing gives no new figures.
The information was presented at the J.P. Morgan Healthcare Conference on January 13, 2026, and a slide presentation was posted at ir.acadia.com.
JPMorgan Chase reported fourth-quarter 2025 net income of $13.0B, down 7% from a year earlier, and diluted EPS of $4.63, while managed revenue rose 7% to $46.8B. Results include a $2.2B credit reserve for the forward purchase commitment of the Apple credit card portfolio; the filing says excluding this item, net income would have been $14.7B and EPS $5.23.
4Q25 net income $13.0B, down 7% YoY; diluted EPS $4.63; managed revenue $46.8B, up 7% YoY
$2.2B reserve for the Apple credit card forward purchase commitment; after tax, $1.7B, or $0.60 per share
FY2025 net income $57.0B, down 2% YoY; diluted EPS $20.02
2026 outlook: net interest income of ~$103B, net interest income ex. Markets of ~$95B, adjusted expense of ~$105B, all market dependent
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
Royal Gold said its consolidated stream segment sales were about 64,000 gold equivalent ounces in the fourth quarter of 2025, including contributions from the Sandstorm portfolio after the October 20, 2025 acquisition closed. The company also reduced outstanding borrowings by $400 million since that closing, and it agreed to restructure its Bear Creek interests to support a Highlander/Bear Creek combination expected to close in the first quarter of 2026. Full fourth-quarter results are scheduled for release on February 18, 2026.
Q4 2025 consolidated stream segment sales were about 64,000 GEOs, with RGLD Gold AG at 58,200 GEOs and the Sandstorm portfolio at 5,800 GEOs from October 20 to December 31, 2025.
Revolving credit facility balance fell from $1,225 million on October 10, 2025 to $900 million on December 31, 2025, and then to $825 million after a $75 million repayment on January 12, 2026.
Royal Gold will receive $6.2 million of cash and a 1.75% NSR royalty on the Corani Project if the Highlander/Bear Creek transaction closes.
Full Q4 2025 results will be released after market close on February 18, 2026, with a conference call on February 19, 2026.
Illumina released unaudited preliminary results for the fourth quarter and fiscal year 2025 ahead of a J.P. Morgan Healthcare Conference webcast on January 13, 2026. Fourth-quarter revenue rose 5% to about $1.155 billion, while full-year revenue was flat at about $4.34 billion. The company said the figures are subject to audit and adjustment, and full results are due February 5, 2026.
Q4 2025 revenue of about $1.155 billion, up 5% from Q4 2024 (up 4% on a constant currency basis)
Q4 2025 ex-China revenue of about $1.100 billion, up 7% from Q4 2024
Preliminary GAAP diluted EPS of $2.14 to $2.17 for Q4 and $5.42 to $5.45 for fiscal 2025; non-GAAP diluted EPS of $1.27 to $1.30 for Q4 and $4.76 to $4.79 for fiscal 2025
Full fourth-quarter and fiscal 2025 results are scheduled after market close on February 5, 2026
Vericel released preliminary, unaudited 2025 results on January 13, 2026, ahead of its January 14 presentation at the J.P. Morgan Healthcare Conference. The company expects total net revenue of about $276 million, GAAP net income for a second consecutive year, and $200 million in cash and investments with no debt. The figures are subject to change and may differ materially from the audited statements.
Total net revenue expected at approximately $276 million, including MACI net revenue of $239.5 million and Burn Care net revenue of $36.5 million
Gross margin expected at 74% and adjusted EBITDA margin at 26%
GAAP net income profitability expected for the second consecutive year
Fourth-quarter total revenue and MACI revenue each grew 23%; PricewaterhouseCoopers has not audited the preliminary data
Aclarion closed a registered direct offering that the company says raised $10.4 million at $5.18 per share, which it describes as leaving it with zero debt and cash runway into 2028. The sale adds new shares and pre-funded warrants to the share count, so existing shareholders will hold a smaller percentage of the company.
Offering closed January 9, 2026, per the January 13, 2026 press release.
Filing describes 200,000 common shares at $5.18 per share, plus pre-funded warrants for up to 1,800,000 shares.
As of January 12, 2026, the company reported $21.6 million in cash and zero debt.
Company says cash runway now extends into 2028 based on current operating plans.
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.
Photronics appointed CFO Eric Rivera as President effective January 12, 2026, while he keeps the CFO role and principal financial officer duties. The company also named Rui (Elie) Zhang Chief Accounting Officer and Todd Alesio Senior Vice President and Chief Administrative Officer, a reshuffle the company describes as organizational clarity rather than a change in direction.
Eric Rivera, 49, appointed President effective January 12, 2026, and continues as Chief Financial Officer
Rui (Elie) Zhang, 55, appointed Chief Accounting Officer and principal accounting officer; remains Corporate Controller
Todd Alesio, 48, appointed Senior Vice President and Chief Administrative Officer; remains Head of Global Human Resources
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
Ichor Holdings preliminarily expects fourth-quarter 2025 revenue and gross margin slightly above the midpoint of its November 3, 2025 guidance ranges. The results are unaudited and subject to change, and the company has not yet filed its 2025 annual report on Form 10-K. For the first quarter of 2026, it expects revenue of at least $240 million and sequential gross margin improvement.
Q4 2025 revenue and gross margin expected slightly above the midpoint of guidance given November 3, 2025
Q4 2025 figures are preliminary, unaudited and subject to completion and audit procedures
Q1 2026 outlook: revenue of at least $240 million and sequential gross margin improvement versus Q4 2025
Details to be discussed on the Q4 2025 earnings call and webcast scheduled for February 9, 2026
Acadia Healthcare said it is reaffirming its 2025 financial guidance, first set in its November 5, 2025 earnings release and updated by a December 2, 2025 press release, in connection with its presentation at the 44th Annual J.P. Morgan Healthcare Conference on January 13, 2026. The filing contains no new 2025 results and no change to the guidance ranges, so it gives shareholders a reconfirmation of the company's existing outlook.
Revenue guidance reaffirmed at $3.28 billion to $3.30 billion for 2025.
Adjusted EBITDA guidance reaffirmed at $601 million to $611 million for 2025.
Adjusted earnings per share guidance reaffirmed at $1.94 to $2.04 for 2025.
Live webcast of the presentation starts at 5:15 p.m. Pacific Time on January 13, 2026, with a replay available for thirty days.
Dentsply Sirona appointed Donald Zurbay, former President and CEO of Patterson Companies, to its Board of Directors effective January 10, 2026, increasing the board from 10 to 11 members. The company also formed an ad hoc Growth and Value Creation Committee, co-chaired by Chairman Gregory Lucier and CEO Daniel Scavilla, to oversee its Return-to-Growth action plan.
Donald J. Zurbay appointed to the Board effective January 10, 2026, and will serve on the Audit and Finance Committee
Board size increased from 10 to 11 members; Zurbay will serve until the 2026 annual meeting of stockholders
Ad hoc four-member Growth and Value Creation Committee co-chaired by Gregory Lucier and Daniel Scavilla
Committee will oversee the Return-to-Growth action plan first outlined on the November 7, 2025 third-quarter 2025 earnings call
Amneal Pharmaceuticals said in a January 13, 2026 investor presentation filing that it expects to meet or exceed the 2025 full-year financial guidance it gave on October 30, 2025. It also estimates net leverage of about 3.6x as of December 31, 2025, down from 3.9x a year earlier. The filing reaffirms the existing guidance ranges rather than raising them, and the figures remain estimates subject to year-end close.
Guidance ranges unchanged from October 30, 2025: net revenue $3.0 billion to $3.1 billion and adjusted diluted EPS $0.75 to $0.80
Adjusted EBITDA guidance of $675 million to $685 million; operating cash flow guidance of $300 million to $330 million
Estimated net leverage of approximately 3.6x as of December 31, 2025, compared with 3.9x as of December 31, 2024
Figures are based on current estimates and remain subject to change until year- and quarter-end closing processes are complete
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
JPMorgan Chase reported fourth-quarter 2025 net income of $13.0 billion, or $4.63 per diluted share, down from $14.0 billion, or $4.81 per share, a year earlier. The results include a $2.2 billion credit reserve for the forward purchase commitment of the Apple credit card portfolio; excluding that item, net income was $14.7 billion, or $5.23 per share, while managed net revenue rose 7% to $46.8 billion.
Q4 2025 net income $13.0 billion, down 7% year over year; diluted EPS $4.63, down 4%
Apple credit card reserve of $2.2 billion reduced EPS by $0.60; excluding it, net income was $14.7 billion ($5.23 per share)
Managed net revenue $46.8 billion, up 7%; noninterest expense $24.0 billion, up 5%
Full-year 2025 net income $57.0 billion ($20.02 per share); quarterly dividend $1.50 per share
BNY reported fourth-quarter 2025 results, with diluted earnings per share of $2.02, up from $1.54 a year earlier, and $2.08 excluding notable items. Total revenue rose 7% to $5.2 billion, while noninterest expense was flat at $3.4 billion, and the company returned $1.4 billion to common shareholders. For shareholders, the quarter shows higher profit and revenue, with a $51 million net charge tied mainly to severance.
Diluted EPS of $2.02 for Q4 2025, up 31% from Q4 2024; adjusted diluted EPS of $2.08, up 21%
Total revenue of $5.2 billion, up 7% year over year; net income applicable to common shareholders of $1.4 billion, up 26%
Full-year 2025 diluted EPS of $7.40, up 28%; net income applicable to common shareholders of $5.3 billion
Returned $1.4 billion to common shareholders in Q4, including $377 million in dividends and $1.0 billion in share repurchases
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
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.