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).
Getty Realty said Executive Vice President, Chief Investment Officer and Chief Operating Officer Mark J. Olear will retire effective February 27, 2026. Senior Vice President of Acquisitions Robert J. Ryan will succeed him as Chief Investment Officer, and the Chief Operating Officer role will not be filled, so the change is a senior leadership transition rather than a financial result.
Mark J. Olear retires effective February 27, 2026; he will provide consulting services from March 2, 2026 through September 30, 2027.
Robert J. Ryan, 47, a Senior Vice President of Acquisitions since February 2023, is named Chief Investment Officer.
The Chief Operating Officer position will not be filled.
Olear's consulting fee is $25,000 per month through September 30, 2026, then $10,000 per month; his remaining unvested RSUs fully vest as of the Retirement Date.
Kimco Realty's board increased its size from nine to ten directors and elected Executive Vice President and Chief Operating Officer David Jamieson to the board, with his term beginning January 19, 2026. Jamieson will not receive additional compensation for board service and was not appointed to any committees, so the change adds an operating executive to the board without a disclosed cost to the company.
Board expanded from nine to ten directors on January 19, 2026, and Jamieson was elected to the new seat effective immediately
Jamieson is Executive Vice President and Chief Operating Officer, joined Kimco in 2007 and became COO in February 2017
He will receive no additional compensation for board service and was not appointed to any board committees
Appointment announced in a press release dated January 21, 2026 (Exhibit 99.1)
Allegro MicroSystems entered into Amendment No. 4 to its credit agreement, adding a new $285 million tranche of term loans maturing October 31, 2030. The proceeds will be used in part to refinance existing Amendment No. 3 term loans, pay fees and expenses, and for general corporate purposes. The filing shows a debt refinancing rather than a change in operating results, and it does not state the size of the loans being replaced.
New term loan tranche totals $285 million and matures October 31, 2030
Loans amortize at 0.00% per year and bear interest at Term SOFR plus 1.75% at the company's option
Proceeds will refinance all outstanding Amendment No. 3 term loans, pay fees, and fund general corporate purposes
Banc of California reported fourth-quarter and full-year 2025 results on January 21, 2026. Net earnings available to common stockholders rose to $67.4 million, or $0.42 per diluted share, from $59.7 million, or $0.38, in the third quarter, and full-year 2025 earnings were $189.2 million, or $1.17 per diluted share, versus $0.52 in 2024. Shareholders get higher quarterly and annual earnings per share, though the provision for credit losses also increased.
Q4 2025 diluted EPS $0.42 vs. $0.38 in Q3 2025; total revenue $292.9 million vs. $287.7 million in Q3
Full-year 2025 diluted EPS $1.17 vs. $0.52 in 2024; net earnings available to common stockholders $189.2 million vs. $87.1 million
Full-year 2025 provision for credit losses $70.6 million vs. $42.8 million in 2024
Conference call at 10:00 A.M. Pacific Time on Thursday, January 22, 2026
Landstar preliminarily reported fourth-quarter 2025 total revenue of $1,174 million, down from $1,209 million a year earlier, and basic and diluted EPS of $0.70, down from $1.31. Insurance and claims costs of $56 million, including $22.0 million in discrete items, weighed heavily on results, and the full results are due January 28, 2026.
Q4 2025 total revenue of $1,174 million vs. $1,209 million in Q4 2024
Q4 2025 EPS of $0.70 vs. $1.31 in Q4 2024; operating income of $30 million
Insurance and claims costs of $56 million, including $22.0 million ($0.49 per share) of discrete items
Cabral Matter judgment on January 13, 2026 led to a $5.7 million pre-tax charge; the company intends to appeal
Pinnacle Financial Partners filed results for legacy Synovus and legacy Pinnacle for the quarter and year ended December 31, 2025, after both merged into Pinnacle effective January 1, 2026. Synovus reported fourth-quarter diluted EPS of $1.22, down from $1.25 a year earlier, while adjusted diluted EPS rose to $1.45 from $1.25, partly because a $220 million life insurance policy surrender reduced reported EPS by $0.10. The investor call is scheduled for 8:30 a.m. ET on January 22, 2026.
Synovus 4Q25 diluted EPS was $1.22 versus $1.25 in 4Q24 and $1.33 in 3Q25; adjusted diluted EPS was $1.45 versus $1.25 in 4Q24.
Net income available to common shareholders was $171.1 million in 4Q25 versus $178.8 million in 4Q24.
Surrender of $220 million of bank-owned life insurance policies reduced 4Q25 diluted EPS by $0.10.
Total loans were $44.6 billion, up 5% year over year, and total deposits were $51.3 billion at December 31, 2025.
Banner Corporation reported fourth-quarter 2025 net income of $51.2 million, or $1.49 per diluted share, up from $46.4 million, or $1.34 per share, a year earlier but down from $53.5 million, or $1.54 per share, in the third quarter. For the full year, net income rose to $195.4 million, or $5.64 per diluted share, from $168.9 million, or $4.88 per share, in 2024, and the board declared a $0.50 quarterly dividend payable February 13, 2026.
Q4 2025 revenue was $167.7 million, down from $170.7 million in the prior quarter and up 4% from $160.6 million a year earlier.
Q4 2025 net interest margin was 4.03%, compared with 3.98% in the prior quarter and 3.82% a year earlier.
Full-year 2025 net income was $195.4 million, or $5.64 per diluted share, versus $168.9 million, or $4.88, in 2024.
Quarterly cash dividend of $0.50 per share is payable February 13, 2026, to holders of record on February 3, 2026.
CACI reported fiscal second quarter 2026 revenue of $2.2 billion, up 5.7% year over year, and diluted earnings per share of $5.59, up 14.5%. The company raised its fiscal 2026 revenue and adjusted earnings guidance, and the guidance excludes its planned $2.6 billion all-cash acquisition of ARKA Group.
Q2 revenue $2.2 billion, up 5.7%; net income $123.9 million, up 12.7%
Q2 diluted EPS $5.59, up 14.5%; adjusted diluted EPS $6.81, up 14.5%
Fiscal 2026 revenue guidance raised to $9.3 billion to $9.5 billion from $9.2 billion to $9.4 billion
Fiscal 2026 adjusted diluted EPS guidance raised to $28.25 to $28.92 from $27.13 to $28.03; guidance excludes the pending ARKA Group acquisition
Fulton Financial reported fourth-quarter 2025 net income available to common shareholders of $96.4 million, or $0.53 per diluted share, down $1.5 million from the third quarter. For the full year 2025, net income available to common shareholders rose $102.9 million to $381.4 million, or $2.08 per diluted share, and operating diluted EPS was $2.16. The filing shows a small sequential decline in the quarter alongside a larger annual gain.
Q4 2025 net income available to common shareholders: $96.4 million, $0.53 per diluted share, down $1.5 million from Q3 2025
Q4 2025 operating diluted EPS: $0.55; full-year 2025 operating diluted EPS: $2.16, up $0.31 from 2024
Full-year 2025 net income available to common shareholders: $381.4 million, up $102.9 million from 2024
Net loans $24.1 billion and deposits $26.6 million at December 31, 2025; 2026 Repurchase Program authorizes up to $150 million
Joseph E. Scalzo returned as President and CEO of Simply Good Foods effective January 19, 2026, succeeding Geoff Tanner, who stepped down as CEO and board member effective January 18, 2026. The company also said its fiscal 2026 outlook, reaffirmed on January 8, 2026, remains unchanged, and that Chief Accounting Officer Timothy Matthews resigned effective February 6, 2026, with CFO Christopher Bealer taking on that role.
Scalzo's employment agreement has an initial two-year term, a $1,100,000 annual base salary and a target annual bonus of 150% of base salary.
Scalzo receives a one-time inducement stock option covering 2,000,000 shares, with an eight-year term and vesting over three years.
Tanner's separation agreement provides cash severance of $3,519,454 and a prorated fiscal 2026 bonus of $350,568, and 95,826 restricted stock units vested.
Scalzo joins the board on January 28, 2026, following the Annual Meeting of Stockholders; the company's fiscal 2026 outlook remains unchanged.
Universal Corporation said its board elected Anubhav Mittal as Senior Vice President and Chief Financial Officer, effective February 17, 2026, replacing Johan C. Kroner, who is retiring. Mittal was previously CFO of ADM Nutrition at Archer Daniels Midland Company, and the filing sets out his pay and sign-on terms, including a $600,000 signing bonus.
Board elected Anubhav Mittal on January 20, 2026; he takes the CFO role on February 17, 2026.
Base salary of $650,000, target bonus of $500,000, and long-term incentive target of $850,000 beginning May 2026.
One-time RSU grant of approximately $2 million, plus a $600,000 signing bonus repayable if he resigns or is terminated for cause within 24 months.
Johan C. Kroner steps down as CFO on February 17, 2026, and remains a Senior Vice President until July 1, 2026, serving as an advisor to CEO Preston D. Wigner.
Archrock Services, L.P., a wholly owned subsidiary of Archrock, Inc. (AROC), closed a private offering of $800 million of 6.000% senior notes due February 1, 2034 on January 21, 2026. The notes are fully and unconditionally guaranteed by Archrock, Inc. and certain subsidiaries on a senior unsecured basis. Archrock intends to use the net proceeds to repay part of its revolving credit facility borrowings, and the indenture limits certain payments, investments and additional debt.
$800 million aggregate principal of 6.000% senior notes due February 1, 2034, issued by Archrock Services, L.P. and Archrock Partners Finance Corp.
Net proceeds intended to repay a portion of outstanding borrowings under Archrock's revolving credit facility.
Interest payable semi-annually on February 1 and August 1, starting August 1, 2026; Regions Bank is trustee.
Eagle Bancorp reported fourth quarter 2025 net income of $7.6 million, or $0.25 per share, after a net loss of $67.5 million in the third quarter. The improvement was driven mainly by a $97.7 million decrease in provision for credit losses, though the company's profit was still below the $15.3 million net income reported in the fourth quarter of 2024. The company also declared a $0.01 per share cash dividend.
Net income was $7.6 million, or $0.25 per share, versus a net loss of $67.5 million, or $(2.22) per share, in the third quarter of 2025.
Provision for credit losses fell to $15.5 million from $113.2 million in the prior quarter; net charge-offs were $12.3 million.
Noninterest expense rose to $59.8 million from $41.9 million, and net interest margin declined to 2.38% from 2.43%.
A cash dividend of $0.01 per share is payable February 13, 2026, to shareholders of record on February 2, 2026.
Assured Guaranty's UK subsidiary closed its purchase of Warwick Company (UK) Limited on January 21, 2026, for approximately $158 million in cash, subject to post-closing adjustments. The Bermuda-based reinsurer, renamed Assured Life Reinsurance Ltd., gives the company an entry into the annuity reinsurance market. The filing does not report financial results of the acquired business, so its effect on earnings is not quantified.
Purchase price of approximately $158 million in cash, subject to post-closing adjustments; part held by an escrow agent pending a final book value based on the December 31, 2025 balance sheet
Acquired Warwick Re Limited, a Bermuda Class E life reinsurer, and renamed it Assured Life Reinsurance Ltd.
Dan Bevill named President of Assured Life Re, which plans to reinsure fixed-term and pension risk transfer annuities
Interparfums reported fourth-quarter 2025 net sales of $386 million, up 7% from $362 million a year earlier, and full-year net sales of $1.49 billion, up 2%. The release covers net sales only; full financial results, including profit, will be issued on February 24, 2026, so shareholders will not see earnings until then.
Q4 2025 net sales were $386 million, up 7% on a reported basis and 3% on an organic basis.
U.S.-based net sales fell 6% for the full year to $482 million, while European-based net sales rose 7% to $1.02 billion.
Full results will be released February 24, 2026, with a conference call on February 25, 2026 at 11:00 am ET.
FB Financial Corporation (NYSE: FBK) reported fourth-quarter 2025 net income of $57.0 million, or $1.07 per diluted share, up from $0.81 a year earlier and $0.43 in the prior quarter. For the full year, diluted earnings per share were $2.45, slightly below $2.48 in 2024, and the filing does not include new guidance for 2026.
Q4 2025 net income of $57.0 million, or $1.07 per diluted share, versus $0.81 in Q4 2024 and $0.43 in Q3 2025
Adjusted diluted EPS of $1.16 for Q4 2025, versus $0.85 a year earlier; adjusted results exclude items such as $4.6 million in merger and integration costs
Full-year 2025 net income of $122.6 million, or $2.45 per diluted share, compared with $116.0 million, or $2.48, in 2024
Net interest margin rose to 3.98% from 3.50% a year earlier, while the efficiency ratio rose to 60.2% from 56.1%; the company repurchased 1,717,948 shares in the quarter
The New York Times Company adopted an Executive Severance Plan on January 15, 2026, setting standardized severance terms for executives, and amended CEO Meredith Kopit Levien's employment agreement the same day. The amendment adds enhanced change-in-control severance for the CEO and extends her post-employment non-solicitation covenant from 15 to 18 months, which shareholders may view as a change in how executive exits would be paid if control of the company changed.
Severance Plan adopted January 15, 2026; CEO Meredith Kopit Levien is not eligible and remains under her July 21, 2020 employment agreement
Non-change-in-control cash severance for Executive Committee members is 52 weeks of base pay; other Section 16 Officers receive one week per six months of service, between 26 and 52 weeks
Under the amendment, a CEO termination without Cause or for Good Reason within 12 months after a Change in Control triggers two times base salary, 24 months of COBRA premium payments, and two times target annual bonus
Schwab reported fourth-quarter 2025 GAAP net income of $2.5 billion, or $1.33 per diluted share, up from $0.94 a year earlier, on net revenues of $6.3 billion, up 19% year-over-year. Full-year 2025 net revenues reached a record $23.9 billion, up 22%, and the company announced a definitive agreement to acquire Forge Global, expected to close in the first half of 2026.
Q4 2025 net revenues rose 19% year-over-year to a record $6.3 billion; full-year net revenues were $23.9 billion, up 22%.
GAAP diluted EPS was $1.33 versus $0.94 a year earlier; adjusted EPS was $1.39, excluding $127 million of pre-tax transaction-related costs.
Q4 GAAP net income was $2.5 billion, up 34%; the pre-tax profit margin was 50.2% versus 43.3%.
Schwab announced a definitive agreement to acquire Forge Global, with closing expected in the first half of 2026.
Boyd Gaming entered an amended and restated credit agreement on January 21, 2026, replacing its March 2, 2022 credit agreement. The new facilities provide a $1,450.0 million senior secured revolving credit facility and a $1,200.0 million senior secured term A loan delayed draw facility, with proceeds used to refinance the prior agreement and pay transaction costs.
Revolving credit facility of $1,450.0 million and term A loan delayed draw facility of $1,200.0 million, both maturing on the fifth anniversary of the closing date
Proceeds used to refinance all outstanding obligations under the Prior Credit Agreement and to fund transaction costs
Term A Loans available to be drawn until July 1, 2027; borrowing availability reduced by the greater of prior Term A Loans and $400.0 million on February 1, 2026
Interest rates range from SOFR plus 1.25% to 2.25%, with covenants including minimum interest coverage and maximum net leverage ratios
Karman raised its fiscal 2025 revenue and adjusted EBITDA guidance and set fiscal 2026 guidance that includes nine months of projected results from the Seemann and MSC acquisition. The company is acquiring Seemann Composites and MSC for $220 million, with closing expected in the first quarter of 2026, subject to customary conditions and regulatory approvals. Management says the deal is immediately accretive in 2026 to revenue growth, earnings per share and cash flow, but the company did not reconcile its non-GAAP guidance to GAAP measures.
FY2025 revenue guidance raised to $470 million-$471 million from $461 million-$463 million; adjusted EBITDA raised to $144.5 million-$144.9 million from $142 million-$143 million.
FY2026 guidance: revenue of $700 million-$715 million and adjusted EBITDA of $205 million-$215 million.
Seemann and MSC acquisition: $220 million total consideration, including $210 million in cash and about $10 million in common stock, expected to close in Q1 2026.
Investor conference call and webcast held January 21, 2026, at 1:30 PM PST / 4:30 PM EST.
RLI Corp. reported fourth-quarter 2025 net earnings of $91.2 million ($0.99 per diluted share), up from $40.9 million ($0.44 per share) a year earlier, and full-year net earnings of $403.3 million ($4.37 per share) versus $345.8 million ($3.74) in 2024. Underwriting income rose sharply on a lower combined ratio, although gross premiums written fell 2% in the fourth quarter.
Fourth-quarter 2025 underwriting income was $70.9 million on an 82.6 combined ratio, compared with $22.2 million on a 94.4 combined ratio in the fourth quarter of 2024.
Full-year 2025 operating earnings were $320.8 million ($3.47 per share), up from $269.3 million ($2.91 per share) in 2024.
Gross premiums written declined 2% in the fourth quarter and rose 1% for the full year.
A special dividend of $2.00 per share was paid on December 19, 2025, and year-end book value per share was $19.35, up 33% including dividends from year-end 2024.
Kinder Morgan reported fourth-quarter 2025 net income attributable to KMI of $996 million, up from $667 million a year earlier, and revenue of $4,508 million versus $3,987 million. The GAAP increase includes a gain on an asset sale; excluding certain items, adjusted net income was $866 million, up 22%. The board approved a quarterly dividend of $0.2925 per share, a 2% increase, and the 2026 budget projects adjusted EPS of $1.36, up 5%.
Q4 2025 EPS was $0.45, up 50%; adjusted EPS was $0.39, up 22%.
Q4 2025 adjusted EBITDA was $2,271 million, up 10% from Q4 2024.
2026 budget: net income attributable to KMI of $3.1 billion, flat versus 2025; adjusted EPS of $1.36, up 5%.
Quarterly dividend of $0.2925 per share is payable February 17, 2026, to holders of record on February 2, 2026.
SiTime Corporation's board increased its size to nine directors and appointed Faraj Aalaei as a Class II director, effective January 21, 2026. Mr. Aalaei will also serve on the Compensation and Talent Committee, and his term runs to the 2027 Annual Meeting of Stockholders. The filing discloses no financial results, and the appointment is a board governance change that shareholders may note.
Board expanded from its prior size to nine directors, effective January 21, 2026
Faraj Aalaei appointed Class II director; term expires at the 2027 Annual Meeting of Stockholders
Aalaei is founder and CEO of Cognichip, Inc., and previously led Aquantia Corp. until its acquisition by Marvell Technology Group in September 2019
Aalaei receives compensation under the Company's Independent Director Compensation Policy, including RSU awards
Knight-Swift reported a fourth-quarter 2025 net loss attributable to Knight-Swift of $6.8 million, or $(0.04) per diluted share, compared with earnings of $0.43 per share a year earlier. Results included $52.9 million of non-cash impairment charges tied to combining its Abilene truckload brand into Swift, while adjusted EPS fell to $0.31 from $0.36 on revenue of $1.9 billion, down 0.4%.
Q4 2025 total revenue was $1.9 billion, down 0.4% year-over-year; operating income fell 66.1% to $26.5 million
Adjusted EPS was $0.31 versus $0.36 a year earlier; GAAP EPS was $(0.04) versus $0.43
Company guided first-quarter 2026 Adjusted EPS to a range of $0.28 to $0.32
Net cash capital expenditures for full-year 2026 are expected to be $625 million to $675 million
First Bancorp reported fourth-quarter 2025 net income of $15.7 million, or $0.38 per diluted share, after a $43.7 million securities loss tied to a November securities loss-earnback transaction. That was down from $20.4 million in the third quarter but up from $3.6 million a year earlier. For full-year 2025, net income rose to $111.0 million, or $2.68 per diluted share, from $76.2 million, or $1.84, in 2024.
Q4 2025 diluted EPS was $0.38, down from $0.49 in the linked third quarter and up from $0.08 in Q4 2024.
Excluding the $43.7 million securities loss, adjusted diluted EPS was $1.19 for Q4 2025.
Full-year 2025 net income was $111.0 million, or $2.68 per diluted share, versus $76.2 million, or $1.84, in 2024.
Net interest margin was 3.58% in Q4 2025, up from 3.46% in the third quarter and 3.05% a year earlier.
TrustCo Bank Corp NY reported fourth-quarter 2025 net income of $15.6 million, or $0.85 per diluted share, up from $11.3 million, or $0.59, a year earlier. Net interest income rose 12.4% to $43.7 million, helped by higher loan yields and a lower cost of interest-bearing liabilities. Compared with the third quarter of 2025, net income was slightly lower, down from $16.3 million, and diluted EPS was $0.85 versus $0.86.
Q4 2025 net income $15.6 million, or $0.85 diluted EPS, versus $11.3 million, or $0.59, in Q4 2024
Net interest income $43.7 million, up 12.4% year over year; net interest margin 2.82% versus 2.60%
Full-year 2025 net income $61.1 million, or $3.25 diluted EPS, versus $48.8 million, or $2.57, in 2024
Board-approved buyback allows repurchase of up to two million shares, or 11.1%, over the next year; 1 million shares repurchased in 2025
MKS said on January 21, 2026 that it now expects fourth-quarter 2025 revenue of about $1,030 million, a $40 million increase at the midpoint of prior guidance, citing increased demand across all markets and divisions. The company also outlined a proposed refinancing of its term loans and revolving credit facility, to be discussed with lenders on January 22, 2026, which it says is expected to be leverage neutral and reduce interest expense; the company states there is no assurance the transactions will close.
Q4 2025 revenue expected at about $1,030 million, plus or minus $5 million, up $40 million at the guidance midpoint
GAAP net income expected at $106 million, plus or minus $3 million; Adjusted EBITDA expected at $248 million, plus or minus $2 million
Gross margin and per-share earnings expected to exceed the midpoint of prior guidance; GAAP operating expenses expected slightly above the prior range
Proposed refinancing would replace a $2.2 billion term loan with a new term loan of about $0.9 billion due 2033 and upsize the $675 million revolver to $1 billion
City Holding Company reported record net income of $130.5 million and record diluted earnings of $8.93 per share for the year ended December 31, 2025, up from $117.1 million and $7.89 in 2024. Fourth-quarter net income of $31.6 million ($2.18 per diluted share) was higher than a year earlier but down from the third quarter, so shareholders see a strong full year with a softer finish.
Full-year 2025 net income was $130.5 million versus $117.1 million in 2024; diluted EPS was $8.93 versus $7.89.
Fourth-quarter 2025 net income was $31.6 million, or $2.18 per diluted share, compared with $28.7 million ($1.94) in Q4 2024 and $35.2 million ($2.41) in Q3 2025.
Net interest margin was 3.94% for Q4 2025, down from 4.04% in Q3 2025, and 3.94% for the full year, up from 3.86%.
The Board approved a quarterly cash dividend of $0.87 per share, payable January 30, 2026, to holders of record as of January 15, 2026.
Five9 said Amit Mathradas will become chief executive effective February 2, 2026. Current CEO Michael Burkland stays in the role until then, after which he will remain chairman and a director through the 2026 annual meeting, then provide consulting services for one year.
Amit Mathradas becomes CEO effective February 2, 2026.
Burkland keeps his $585,000 annual base salary, prorated for the time he remains CEO, and stays eligible for 2025 and 2026 bonus programs.
Burkland will not stand for re-election at the 2026 Annual Meeting; the board intends to appoint an independent chairman by that date.
Burkland will receive no new equity awards during his transition roles; existing RSUs and PRSUs continue to vest under their terms.
Prologis reported fourth quarter 2025 results on January 21, 2026, with net earnings attributable to common stockholders of $1.4 billion ($1.49 per diluted share), up from $1.37 a year earlier, and total revenues of $2.25 billion, up from $2.20 billion. Core FFO per share fell to $1.44 from $1.50, and the company issued 2026 guidance of $6.00 to $6.20 per share for Core FFO.
Q4 2025 net earnings attributable to common stockholders: $1.4 billion, or $1.49 per diluted share, versus $1.37 in Q4 2024
Q4 2025 total revenues: $2.25 billion, versus $2.20 billion in Q4 2024
Q4 2025 Core FFO per diluted share: $1.44, versus $1.50 in Q4 2024; full-year 2025 Core FFO per share was $5.81
2026 guidance: Core FFO per share of $6.00 to $6.20 and net earnings per share of $3.70 to $4.00
GE Vernova said Mavi Zingoni will step down as Chief Executive Officer of its Power Segment and as an officer effective January 21, 2026, and will stay on as an advisor until she leaves the company on June 30, 2026. The board appointed Eric Gray as CEO of the Power Segment effective the same day, while he continues as President and CEO of Gas Power, so the change is a leadership transition rather than a financial result.
Mavi Zingoni resigns as CEO, Power Segment and as an officer effective January 21, 2026
Zingoni serves as an advisor during the transition and departs on June 30, 2026, under a mutual agreement
Eric Gray appointed CEO, Power Segment effective January 21, 2026, and keeps his role as President and CEO, Gas Power
Ally Financial reported preliminary fourth-quarter and full-year 2025 results that improved from 2024, with full-year GAAP EPS of $2.37 versus $1.80 and net income attributable to common shareholders of $742 million versus $558 million, driven mainly by lower provision for credit losses and higher net financing revenue. The company's board authorized an open-ended $2 billion share repurchase program, and Ally resumed repurchases in the fourth quarter. Fourth-quarter GAAP EPS of $0.95 was lower than $1.18 in the third quarter of 2025.
Q4 2025 GAAP EPS was $0.95 versus $0.26 in Q4 2024; adjusted EPS was $1.09 versus $0.78
Full-year 2025 GAAP EPS was $2.37 versus $1.80 in 2024; adjusted EPS was $3.81 versus $2.35
Board authorized an open-ended $2 billion share repurchase program during the quarter; repurchases resumed in Q4 2025
Q4 2025 GAAP EPS of $0.95 declined from $1.18 in Q3 2025
Gibraltar Industries reported preliminary, unaudited 2025 results that came in below its previous guidance for both net sales and EPS. Full-year 2025 net sales are estimated at $1,128 million to $1,138 million, versus prior guidance of $1,150 million to $1,175 million, and GAAP EPS is estimated at $3.21 to $3.26, versus prior guidance of $3.67 to $3.77. Shareholders should note the figures may change after audit procedures, and management points to a $115 million cash balance and the pending Omnimax acquisition.
2025 net sales estimate of $1,128 million to $1,138 million, below previous guidance of $1,150 million to $1,175 million
2025 GAAP EPS estimate of $3.21 to $3.26, below previous guidance of $3.67 to $3.77 and 2024 GAAP EPS of $4.58
Fourth-quarter net sales estimate of $261 million to $271 million, below previous guidance of $283 million to $308 million
Omnimax acquisition now expected to close in the first quarter of 2026; cash balance above $115 million
Johnson & Johnson reported fourth-quarter 2025 reported sales of $24.6 billion, up 9.1% from a year earlier, and full-year 2025 sales of $94.2 billion, up 6.0%. The company also issued 2026 guidance with estimated reported sales of $100.5 billion at the midpoint, a 6.7% increase, and adjusted EPS of $11.53 at the midpoint, a 6.9% increase.
Q4 2025 reported EPS was $2.10 versus $1.41 a year earlier; adjusted EPS was $2.46 versus $2.04
Full-year 2025 reported EPS was $11.03 versus $5.79; adjusted EPS was $10.79 versus $9.98
Q4 and full-year 2025 EPS each include a $(0.10) impact from the acquisition of Halda Therapeutics
2026 guidance: estimated reported sales of $100.0 billion to $101.0 billion and adjusted EPS of $11.43 to $11.63
F.N.B. Corporation reported fourth-quarter 2025 net income available to common shareholders of $168.7 million, or $0.47 per diluted share, up from $109.9 million, or $0.30, a year earlier. Full-year 2025 net income was $565.4 million, or $1.56 per diluted share, up 23% from 2024, which matters to shareholders because it reflects higher reported earnings per share.
Q4 2025 operating EPS (non-GAAP) was $0.50, excluding $16.6 million pre-tax of significant items, including a $20.0 million contribution to the FNB Foundation
Full-year 2025 operating EPS (non-GAAP) was $1.59, compared with $1.39 in 2024
Net interest income was a record $365.4 million in Q4 2025, up $43.2 million, or 13.4%, from Q4 2024
Common Equity Tier 1 ratio was an estimated 11.4% at December 31, 2025, compared with 10.6% a year earlier; the company repurchased $18 million of common stock in Q4 2025
Old National Bancorp reported fourth-quarter and full-year 2025 results on January 21, 2026. Q4 net income applicable to common shares was $212.6 million, or $0.55 per diluted share, up from $0.46 in the prior quarter, and full-year diluted EPS was $1.79 compared with $1.68 in 2024. Results included $24.5 million of merger-related charges and a $15.9 million pension plan loss; excluding these and realized debt securities gains, adjusted EPS was $0.62.
Q4 2025 net income applicable to common shares of $212.6 million; diluted EPS of $0.55 vs. $0.46 in Q3 2025
Adjusted diluted EPS of $0.62 excludes $24.5 million of merger-related charges and a $15.9 million pension plan loss
Full-year 2025 net income applicable to common shares of $653.1 million; diluted EPS of $1.79 vs. $1.68 in 2024
Total loans of $48.8 billion, up $768.8 million or 6.4% annualized; company repurchased 1.1 million shares in Q4
Pursuit Attractions and Hospitality agreed on January 21, 2026 to sell its Flyover flying theater attractions business to Flyover Attractions B.V. for $78.4 million in cash, subject to post-closing adjustments. Closing depends on customary conditions, including required regulatory approvals, and either party may terminate if closing has not occurred by May 21, 2026.
Purchase price is $78.4 million in cash, subject to post-closing adjustments for debt, cash, working capital and certain unpaid expenses
Company would receive a $10.0 million termination fee from the Buyer if the Buyer fails to close in specified circumstances
Outside termination date is May 21, 2026; the Buyer has obtained a representations and warranties insurance policy
Full Purchase Agreement will be filed as an exhibit to the Form 10-K for the year ended December 31, 2025
Teledyne reported fourth quarter 2025 net sales of $1,612.3 million, up 7.3% from a year earlier, and GAAP diluted EPS of $5.84 versus $4.20. The company also issued 2026 outlook, with full-year GAAP diluted EPS of $19.76 to $20.22 and non-GAAP diluted EPS of $23.45 to $23.85, which shareholders can compare with 2025 results.
Q4 2025 net sales of $1,612.3 million, up 7.3%; net income attributable to Teledyne of $275.6 million, up 38.8%
Q4 2025 non-GAAP diluted EPS of $6.30, up 14.1%; full-year 2025 non-GAAP diluted EPS of $21.99
2026 outlook: GAAP diluted EPS of $19.76 to $20.22; non-GAAP diluted EPS of $23.45 to $23.85; Q1 2026 non-GAAP EPS of $5.40 to $5.50
Q4 2025 stock repurchases of $400.0 million at a weighted average price of $507.52 per share; quarter-end consolidated leverage ratio of 1.4x
Travelers reported fourth quarter 2025 net income of $2.496 billion, or $11.06 per diluted share, up from $2.082 billion, or $8.96, a year earlier. Core income was $2.511 billion, and the combined ratio improved 3.0 points to 80.2%. The board also authorized an additional $5.0 billion of share repurchases, adding to $2.015 billion remaining under earlier authorizations.
Q4 2025 net income of $2.496 billion, or $11.06 per diluted share, vs. $2.082 billion, or $8.96, in Q4 2024
Full-year 2025 net income of $6.288 billion, or $27.43 per diluted share, vs. $4.999 billion, or $21.47, in 2024
Combined ratio of 80.2% improved 3.0 points; catastrophe losses, net of reinsurance, were $95 million pre-tax vs. $175 million a year earlier
Board authorized $5.0 billion in additional share repurchases and declared a $1.10 per share dividend payable March 31, 2026
Halliburton reported fourth-quarter 2025 net income of $589 million, or $0.70 per diluted share, up from $18 million, or $0.02 per share, in the third quarter, on revenue of $5.7 billion. For the full year, revenue fell to $22.2 billion from $22.9 billion and operating income fell to $2.3 billion from $3.8 billion, so shareholders see a stronger quarter within a weaker year.
Q4 2025 net income $589 million, or $0.70 per diluted share, versus $0.70 in Q4 2024 and $0.02 in Q3 2025
Adjusted net income $576 million, or $0.69 per diluted share, versus $0.58 in Q3 2025
Full-year 2025 revenue $22.2 billion versus $22.9 billion in 2024; operating income $2.3 billion versus $3.8 billion
Q4 2025 repurchases of $250 million of common stock and dividends of $0.17 per share
BankUnited reported fourth-quarter 2025 net income of $69.3 million, or $0.90 per diluted share, down from $0.95 in the prior quarter and roughly flat with a year earlier, while full-year 2025 net income rose 15% to $268.4 million. The board also authorized up to $200 million in additional share repurchases and a $0.02 increase in the quarterly dividend to $0.33 per share, which adds to shareholder capital returns.
Fourth-quarter net income was $69.3 million, or $0.90 diluted EPS, including a $3.8 million software write-down; third-quarter 2025 was $71.9 million, or $0.95.
Full-year 2025 net income was $268.4 million, or $3.53 diluted EPS, up 15% from 2024.
On January 20, 2026, the board authorized repurchases of up to $200 million of common stock, in addition to $55.5 million remaining at December 31, 2025.
The quarterly dividend will increase $0.02 per share to $0.33 from $0.31.
Dime Community Bancshares reported fourth-quarter 2025 net income available to common stockholders of $30.0 million, or $0.68 per diluted share, up from $25.8 million, or $0.59, in the third quarter and a loss of $22.2 million in the fourth quarter of 2024. Management said total fourth-quarter revenue of $124 million was a record and that net interest margin rose to 3.11%, which points to stronger core earnings for shareholders.
Q4 2025 diluted EPS $0.68, versus $0.59 in Q3 2025 and a $(0.54) loss in Q4 2024
Adjusted diluted EPS (non-GAAP) $0.79 for Q4 2025, versus $0.61 in Q3 2025 and $0.42 in Q4 2024
Full-year 2025 net income available to common stockholders $103.4 million, or $2.36 per diluted share, versus $0.55 in 2024
Net interest margin 3.11% for Q4 2025, up from 3.01% in Q3 2025; efficiency ratio 52.6%, down from 53.8%
Truist reported fourth quarter 2025 net income available to common shareholders of $1.3 billion, or $1.00 per diluted share, up from $0.91 a year earlier but down from $1.04 in the third quarter. Total revenue rose to $5.25 billion from $5.06 billion a year earlier, while results included a $130 million legal accrual and $63 million in severance charges. The company repurchased $750 million of common shares in the quarter.
Net income available to common shareholders was $1.3 billion, or $1.00 per diluted share, versus $0.91 in 4Q24 and $1.04 in 3Q25.
Total revenue was $5.25 billion, up from $5.06 billion in 4Q24 and up 1.1% on a taxable-equivalent basis from 3Q25.
Results included an incremental $130 million legal settlement accrual ($0.08 per diluted share) and $63 million in severance charges ($0.04 per diluted share).
Truist repurchased $750 million of common shares; its CET1 ratio was 10.8%, down from 11.0% in 3Q25.
Citizens Financial Group reported fourth quarter 2025 net income of $528 million, up 32% from a year earlier, and diluted EPS of $1.13, up 36%. Full year 2025 net income was $1.8 billion and diluted EPS was $3.86. The company also declared a quarterly common dividend of $0.46 per share, payable February 18, 2026, to holders of record on February 4, 2026.
Q4 2025 total revenue was $2,157 million, up 9% from Q4 2024, and net interest margin was 3.07%.
Q4 2025 net charge-offs were 43 basis points of average loans, down from 53 basis points in Q4 2024.
Common shares repurchased in Q4 2025 totaled $125 million, and the quarterly dividend rose $0.04 to $0.46 per share.
TE Connectivity reported fiscal first-quarter 2026 net sales of $4.7 billion, up 22% from a year earlier, and GAAP diluted EPS from continuing operations of $2.53, up 45%. The company said results exceeded its guidance and expects second-quarter sales of about $4.7 billion and adjusted EPS of about $2.65, up 20%. The company returned $615 million to shareholders in the quarter.
Net sales were $4.7 billion, up 22% reported and 15% organically; orders were a record $5.1 billion, up 28%.
GAAP diluted EPS from continuing operations was $2.53, up 45%; adjusted EPS was $2.72, up 33%.
Second-quarter outlook: sales of about $4.7 billion (up 13% reported) and adjusted EPS of about $2.65 (up 20%).
Free cash flow was $608 million, with $615 million returned to shareholders; the call is at 8:30 a.m. ET on January 21, 2026.
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