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).
Woodward approved a plan on January 12, 2026 to wind down its China on-highway natural gas truck manufacturing business after earlier efforts to sell it were unsuccessful. The company expects cumulative pre-tax charges of $20 million to $25 million, with $15 million to $20 million expected to be cash expenditures, and says the business has not significantly contributed to its overall financial performance on a consistent basis.
Estimated cumulative pre-tax charges of $20 million to $25 million, including $3 million to $4 million of non-cash facility and asset charges
Estimated $15 million to $20 million of the charges will result in future cash expenditures
Majority of charges expected in the second and third quarters of fiscal year 2026; wind-down substantially completed by the end of fiscal year 2026
Wind-down includes closing a small manufacturing facility in China and a limited number of sales, engineering and product support roles
J.B. Hunt Transport Services reported fourth-quarter 2025 results on January 15, 2026. Diluted earnings per share rose to $1.90 from $1.53 a year earlier, while total operating revenue fell 2% to $3.10 billion, so shareholders saw higher profit on lower sales.
Q4 2025 net earnings were $181.1 million, versus $155.5 million in Q4 2024.
Q4 2025 operating income rose 19% to $246.5 million; the prior-year quarter included $16.0 million of intangible asset impairment charges.
Full-year 2025 diluted EPS was $6.12 versus $5.56, up 10%, on revenue of $12.00 billion, down 1%.
The company bought back about 6.3 million shares for about $923 million in 2025, with about $968 million remaining under its authorization.
American Express reported preliminary December 2025 credit statistics for its U.S. Consumer and U.S. Small Business Card Member loans held for investment. Consumer 30-day delinquencies and the consumer net write-off rate improved or held steady, while small business delinquencies rose slightly and the small business write-off rate was flat from November. Total loans held for investment grew to $131.0 billion, which is relevant to shareholders as a measure of card lending and credit quality.
U.S. Consumer 30-day delinquencies were 1.3% in December, down from 1.4% in November and October.
U.S. Consumer net write-off rate (principal only) was 2.1% in December, down from 2.2% in October and flat with November.
U.S. Small Business 30-day delinquencies were 1.7% in December, up from 1.6% in November and October; its net write-off rate was 2.7%, unchanged from November.
Total Card Member loans held for investment were $131.0 billion, up from $129.1 billion in November and $126.4 billion in October.
STAAR Surgical entered a cooperation agreement with Broadwood Partners, its largest stockholder, which owns 31% of common stock. Under the deal, the board expanded from six to seven, CEO Stephen Farrell and director Elizabeth Yeu resigned, and three Broadwood-linked nominees joined the board. The company also said it is no longer in compliance with Nasdaq's three-member audit committee rule and intends to use a cure period.
Farrell's CEO service ends January 31, 2026, or earlier if the board decides; he will serve as a consultant for one year at $45,000 per month
Farrell is eligible for 18 months of base salary and insurance premium reimbursement, subject to a general release
Yeu's resignation leaves the audit committee below the three-independent-director minimum; the company notified Nasdaq on January 14, 2026
Broadwood agreed not to request a special stockholder meeting until June 18, 2026
H.B. Fuller reported fourth quarter fiscal 2025 net revenue of $895 million, down 3.1% year-on-year, while adjusted EBITDA rose 14.6% to $170 million and diluted net income was $30 million, compared with a loss of $7 million a year earlier. The company also issued fiscal 2026 guidance calling for adjusted EBITDA of $630 million to $660 million and adjusted EPS of $4.35 to $4.70, which gives shareholders a near-term profit outlook alongside a revenue forecast of flat to up 2%.
Q4 2025 net revenue was $895 million, down 3.1%; adjusted for the flooring divestiture, it rose 0.9%
Q4 2025 adjusted EBITDA was $170 million, up 14.6%, with an adjusted EBITDA margin of 19.0%
Q4 2025 diluted EPS was $0.54; adjusted EPS was $1.28, up 39.1%
Fiscal 2026 guidance: adjusted EBITDA $630 million to $660 million; adjusted EPS $4.35 to $4.70; net revenue flat to up 2%
Goldman Sachs reported fourth-quarter 2025 diluted earnings per share of $14.01, up from $11.95 a year earlier, while net revenues fell 3% to $13.45 billion. For the full year, EPS was $51.32 versus $40.54 in 2024, and the board raised the quarterly dividend to $4.50 per share from $4.00. Results were shaped by Apple Card loan markdowns in Platform Solutions, which were more than offset by a $2.48 billion reserve reduction in provisions for credit losses.
Q4 2025 net earnings were $4.62 billion, and EPS was $14.01 versus $12.25 in Q3 2025 and $11.95 in Q4 2024
Platform Solutions net revenues were negative $1.68 billion in Q4 2025, reflecting $2.26 billion of markdowns tied to the Apple Card loan transfer
Full-year 2025 net revenues were $58.28 billion, up 9%, with Global Banking & Markets up 18%
Quarterly dividend increased to $4.50 per share, payable March 30, 2026, to holders of record on March 2, 2026
BlackRock reported fourth-quarter and full-year 2025 results on January 15, 2026. GAAP diluted EPS fell 33% in the quarter to $7.16 and 16% for the year to $35.31, which the company attributes to noncash acquisition-related expenses and a noncash charitable contribution, while revenue rose 23% in the quarter and 19% for the year. Shareholders also received a 10% increase in the quarterly dividend to $5.73 per share and 7 million additional shares authorized for repurchase.
Q4 2025 GAAP diluted EPS was $7.16 versus $10.63 a year earlier; as adjusted diluted EPS was $13.16 versus $11.93.
Q4 2025 total revenue was $7.0 billion, up 23% from $5.7 billion; full-year revenue was $24.2 billion, up 19%.
Full-year 2025 net inflows were $698 billion, including $342 billion in the fourth quarter; AUM ended the year at $14.0 trillion.
Quarterly dividend raised 10% to $5.73 per share, payable March 24, 2026 to holders of record on March 6, 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.