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).
Alaska Air Group reported fourth-quarter and full-year 2025 results on January 22, 2026. Fourth-quarter revenue rose 3% to $3.6 billion, and adjusted EPS of $0.43 beat the company's prior expectation of about $0.10, but both GAAP and adjusted EPS fell sharply from a year earlier. The company guided to full-year 2026 adjusted EPS of $3.50 to $6.50 and a first-quarter adjusted loss of $0.50 to $1.50 per share.
Q4 2025 GAAP net income was $21 million, or $0.18 per share, versus $71 million, or $0.55 per share, in Q4 2024.
Q4 2025 adjusted EPS was $0.43, versus $0.97 a year earlier and the company's prior expectation of about $0.10.
Full-year 2025 adjusted EPS was $2.44, versus $4.87 in 2024; the company repurchased 11.3 million shares for $570 million in 2025.
2026 guidance: full-year adjusted EPS of $3.50 to $6.50; first-quarter adjusted EPS of ($1.50) to ($0.50).
Apogee Enterprises promoted Mark Augdahl from interim Chief Financial Officer to Executive Vice President and Chief Financial Officer, effective January 19, 2026. He previously served as the company's Chief Accounting Officer, and the filing discloses his pay package, including a $550,000 base salary and a $700,000 restricted stock grant. The change gives shareholders a permanent finance chief, though the filing contains no financial results.
Augdahl has served as interim CFO since January 7, 2026, according to the press release, and was appointed Executive Vice President and CFO effective January 19, 2026.
Offer letter dated January 15, 2026 provides a $550,000 annual base salary, a $700,000 restricted stock grant, and a $50,000 sign-on incentive.
Restricted shares vest 50% after one year and 50% after two years, subject to continued employment.
Annual short-term incentive target is 75% of base salary for fiscal 2027, with a payout range of 0% to 150% of target.
Customers Bancorp reported unaudited fourth-quarter 2025 net income available to common shareholders of $70.1 million, or $1.98 per diluted share, up from $23.3 million, or $0.71 per diluted share, a year earlier, though down from $73.7 million, or $2.20 per diluted share, in the third quarter. Full-year 2025 net income was $209.2 million, or $6.26 per diluted share, compared with $5.09 in 2024, and the company gave 2026 targets for loan and deposit growth, net interest income, non-interest expense, capital and tax rate, while Sam Sidhu became chief executive effective January 1, 2026.
Q4 2025 core earnings were $72.9 million, or $2.06 per diluted share, versus $1.36 in Q4 2024.
Net interest income was $204.4 million in Q4 2025, and full-year 2025 net interest income was a record $750.5 million.
2026 targets: loan and deposit growth of 8% to 12%, net interest income of $800 million to $830 million, and non-interest expenses of $440 million to $460 million.
Sam Sidhu became Chief Executive Officer effective January 1, 2026, and Jay Sidhu is Executive Chairman.
Capital One Financial Corporation signed a merger agreement on January 22, 2026 to acquire Brex Inc., a business payments and spend management software company, for $5.15 billion in aggregate consideration. The deal is paid with about $2.75 billion in cash and about 10.6 million shares of Capital One common stock, and it is expected to close in the middle of calendar 2026 subject to closing conditions, including regulatory approvals. The filing does not state the expected effect on Capital One's earnings or share count beyond the shares to be issued.
Total consideration is $5.15 billion, subject to adjustments in the Merger Agreement.
Consideration includes about $2.75 billion in cash and about 10.6 million shares of Capital One common stock.
Closing is expected in the middle of calendar year 2026, subject to customary conditions and required regulatory approvals.
Brex founder and CEO Pedro Franceschi will continue to lead Brex as part of Capital One.
Sallie Mae reported fourth-quarter 2025 GAAP diluted EPS of $1.12, up from $0.50 a year earlier, and full-year EPS of $3.46, up from $2.68 in 2024. It also authorized a new $500 million share repurchase program and expects 2026 GAAP diluted EPS of $2.70 to $2.80, below the 2025 level. Shareholders get higher 2025 profit and new capital returns, but the 2026 outlook points to lower per-share earnings than 2025.
Q4 2025 net income was $233 million, versus $112 million in Q4 2024; full-year 2025 net income was $745 million, versus $608 million in 2024.
For 2026, the company expects GAAP diluted EPS of $2.70 to $2.80, net charge-offs of $345 million to $385 million, and non-interest expenses of $750 million to $780 million.
The board authorized a $500 million buyback starting January 22, 2026, expected to run about 24 months through February 4, 2028.
The 2024 buyback program had $33 million of capacity left as of December 31, 2025 and expires February 6, 2026.
Life360 released preliminary, unaudited fourth-quarter and full-year 2025 results, saying full-year revenue and Adjusted EBITDA will exceed its prior guidance. The company also expects about 20% monthly active user growth in 2026 and plans to invest in strategic growth initiatives, which may weigh on margins. Full results and detailed 2026 guidance are due on a March 2, 2026 investor call.
Full-year 2025 revenue expected at $486-489 million, about 31-32% year-over-year growth
Full-year 2025 Adjusted EBITDA expected at $87-92 million, about an 18-19% margin
Q4 2025 monthly active users reached 95.8 million; Paying Circles reached 2.8 million
Investor call with CEO Lauren Antonoff and CFO Russell Burke set for March 2, 2026 PT
On January 15, 2026, Worthington Steel and its German subsidiary Worthington Steel GmbH signed a business combination agreement with Kloeckner & Co SE, under which the subsidiary will launch a voluntary cash takeover offer for Kloeckner shares at €11.00 each. The company expects the deal to be substantially accretive to EPS within the first full year and to generate about $150 million of annual run-rate synergies, but it anticipates pro forma net leverage of about 4.0x at closing, with a goal of getting below 2.5x within 24 months.
Offer price is €11.00 in cash per Kloeckner share, with closing conditions including acceptance by holders of at least 65% of Kloeckner shares.
SWOCTEM GmbH, which owns approximately 42% of Kloeckner shares, agreed in an Irrevocable Undertaking to accept the offer.
The company's Equity Commitment Letter provides financing of up to €1,632,000,000, and Worthington expects pro forma net leverage of about 4.0x including synergies at closing.
Closing is expected in the second half of calendar 2026, and the regulatory condition must be satisfied by the Long Stop Date, 12 months after the initial acceptance period expires.
Capital One reported fourth-quarter 2025 net income of $2.1 billion, or $3.26 per diluted share, up from $2.67 a year earlier but down from $4.83 in the third quarter. On January 22, 2026, it also agreed to acquire Brex Inc. for $5.15 billion, with about 50% cash and 50% stock, which adds a large deal shareholders will need to weigh.
Q4 2025 net income $2.1 billion, or $3.26 per diluted share, versus $4.83 in Q3 2025 and $2.67 in Q4 2024
Company-defined adjusted EPS, excluding adjusting items, was $3.86 per diluted share
Total net revenue rose 1% from Q3 to $15.6 billion; provision for credit losses rose $1.4 billion to $4.1 billion
Brex acquisition agreed January 22, 2026 for $5.15 billion, about 50% cash and 50% stock
East West Bancorp reported record full-year 2025 net income of $1.3 billion, or $9.52 per diluted share, both up 14% from 2024, with revenue up 12% to $2.9 billion. Fourth-quarter net income was $356 million, or $2.55 per diluted share, down 3.3% from the third quarter. The board raised the quarterly common stock dividend by 33% to $0.80 per share, which increases the cash returned to shareholders.
Full-year 2025 net income was $1.3 billion, or $9.52 per diluted share, up 14% year-over-year.
Full-year 2025 revenue was $2.9 billion, up $318 million, or 12%.
Fourth-quarter 2025 net income was $356 million, or $2.55 per diluted share, down 3.3% from the third quarter.
Quarterly dividend raised to $0.80 per share from $0.60, payable February 17, 2026 to holders of record as of February 2, 2026.
SouthState Bank reported fourth-quarter 2025 diluted earnings per share of $2.46, up 32% from a year earlier, on net income of $247.7 million. The board also approved a repurchase plan of up to 5,560,000 shares, effective through December 31, 2027, and declared a $0.60 quarterly dividend.
Q4 2025 net income was $247.7 million versus $144.2 million in Q4 2024; Q3 2025 net income was $246.6 million
Net interest income was $581 million, down $19 million from the prior quarter; net interest margin was 3.85% versus 4.05% in Q3 2025
Repurchase plan of up to 5,560,000 shares runs through December 31, 2027; it does not obligate the company to buy any specific number of shares
Quarterly dividend of $0.60 per share is payable February 13, 2026 to holders of record as of February 6, 2026
Deere & Company said CFO Joshua Jepsen will resign as Senior Vice President and Chief Financial Officer effective February 19, 2026, and that the departure is not related to any financial or accounting issue. Ryan D. Campbell, currently President of Worldwide Construction & Forestry and Power Systems, will serve as acting CFO on an interim basis while the company searches for a permanent replacement.
Joshua A. Jepsen resigned as SVP and CFO, effective February 19, 2026; notice given January 20, 2026
Ryan D. Campbell, age 51, appointed acting CFO, principal financial and accounting officer, effective February 19, 2026
Campbell previously served as Deere's CFO from March 2019 to May 2022
Company intends to search internal and external candidates for a permanent CFO
Autodesk announced a restructuring plan that will eliminate about 1,000 roles, roughly 7% of its workforce, with most cuts in customer-facing sales, and expects $135 million to $160 million in pre-tax charges. The company also said fourth-quarter and full-year fiscal 2026 billings, revenue, non-GAAP operating margin, non-GAAP earnings per share and free cash flow are now expected to be above the top end of its prior guidance, so shareholders face a higher near-term charge alongside stronger expected results.
About 1,000 employees, roughly 7% of the workforce, to be terminated, with a significant portion in customer-facing sales.
Expected pre-tax restructuring charges of $135 million to $160 million, with $90 million to $110 million recorded in the fourth quarter of fiscal 2026.
Fourth-quarter and full-year fiscal 2026 billings, revenue, non-GAAP operating margin, non-GAAP EPS and free cash flow now expected above the top end of guidance given November 25, 2025.
Plan expected to be completed by the end of the fourth quarter of fiscal 2027; charges to be excluded from non-GAAP measures.
ACM Research updated its 2025 revenue outlook to $885 million to $900 million, down from the $875 million to $925 million range it gave on November 5, 2025, and issued an initial 2026 revenue outlook of $1,080 million to $1,175 million. The 2025 figures are preliminary and subject to audit, with full results due in late February 2026, so shareholders will get the audited numbers later.
2025 revenue outlook narrowed to $885 million to $900 million, from $875 million to $925 million in the November 5, 2025 release
Initial 2026 revenue outlook of $1,080 million to $1,175 million, based on trade policy, customer spending, and supply chain assumptions
Full-year and fourth-quarter 2025 results expected in late February 2026; 2025 figures remain subject to audit
Freeport-McMoRan reported fourth-quarter 2025 net income attributable to common stock of $406 million, or $0.28 per share, up from $274 million, or $0.19 per share, a year earlier. Operating income fell to $811 million from $1,243 million, and the company cited $282 million in after-tax charges, mainly tied to the September 2025 mud rush incident at PTFI's Grasberg mine, which remains partly shut. The company expects a phased restart of the Grasberg Block Cave mine beginning in the second quarter of 2026.
Q4 2025 revenues were $5,633 million, compared with $5,720 million in Q4 2024; adjusted net income was $688 million, or $0.47 per share.
Full-year 2025 net income was $2,204 million, or $1.52 per share, versus $1,889 million, or $1.30 per share, in 2024.
For 2026, consolidated copper sales are expected to approximate 3.4 billion pounds and capital expenditures about $4.3 billion.
Operating cash flows for 2026 would approximate $8 billion at assumed prices, or $11 billion at recent prices, per the filing.
Abbott reported fourth-quarter 2025 sales of $11.459 billion, up 4.4 percent, and adjusted diluted EPS of $1.50, up 12 percent. GAAP diluted EPS fell to $1.01 from $5.27, mainly because the prior-year quarter included a $7.497 billion non-cash tax benefit. Abbott projects 2026 organic sales growth of 6.5% to 7.5% and adjusted diluted EPS of $5.55 to $5.80.
Full-year 2025 sales were $44.3 billion, up 5.7 percent, and adjusted diluted EPS was $5.15, up 10 percent
Full-year 2025 GAAP diluted EPS was $3.72, down from $7.64 in 2024, which included a $7.497 billion non-cash tax benefit
Abbott expects first-quarter 2026 adjusted diluted EPS of $1.12 to $1.18
The pending Exact Sciences acquisition is expected to close in the second quarter of 2026
McCormick reported fourth-quarter and fiscal 2025 results for the period ended November 30, 2025, with net sales up 3% in the quarter and adjusted earnings per share of $0.86 versus $0.80 a year earlier. The company also issued fiscal 2026 guidance for adjusted earnings per share of $3.05 to $3.13 and net sales growth of 13% to 17%, reflecting the January 2, 2026 acquisition of a controlling interest in McCormick de Mexico.
Q4 2025 net sales rose 3% to a level tied to a 2.9% reported increase; adjusted EPS was $0.86 versus $0.80 in Q4 2024
Fiscal 2025 adjusted EPS was $3.00 versus $2.95 in 2024; reported EPS was $2.93 versus $2.92
Fiscal 2026 guidance: adjusted EPS of $3.05 to $3.13 (2% to 5% growth), net sales growth of 13% to 17%, and adjusted operating income growth of 16% to 20%
The board authorized a 7% increase to the quarterly dividend, the 40th consecutive year of dividend increases
Procter & Gamble reported fiscal second-quarter 2026 net sales of $22.2 billion, up 1%, while organic sales were unchanged and diluted EPS fell 5% to $1.78 on higher restructuring charges. The company lowered its fiscal 2026 diluted EPS growth outlook to 1% to 6% from 3% to 9%, but kept its core EPS, sales and cash return guidance, so shareholders face lower reported earnings even as underlying results held steady.
Net sales of $22.2 billion, up 1%; organic sales unchanged for the quarter ended December 31, 2025.
Diluted EPS of $1.78, down 5%; core EPS of $1.88, unchanged from the prior year.
Fiscal 2026 diluted EPS growth outlook cut to 1% to 6% from 3% to 9%; core EPS growth outlook of in-line to up 4% maintained.
Returned $4.8 billion to shareowners in the quarter: $2.5 billion in dividends and $2.3 billion in share repurchases.
Life Time Group Holdings (NYSE: LTH) released preliminary, unaudited fourth-quarter and full-year 2025 results and introduced select fiscal 2026 guidance. Full-year 2025 revenue and adjusted EBITDA were estimated to rise, but the company's 2025 net income included about $49 million of tax-effected one-time gains, and its 2026 net income guidance is below the 2025 level, which may matter to shareholders assessing earnings quality.
Full-year 2025 total revenue is estimated at $2,993 to $2,995 million, up 14.2%; fourth-quarter revenue is estimated at $743 to $745 million, up 12.2%.
Full-year 2025 net income is estimated at $371 to $374 million, up 138.5%, and includes about $49 million of tax-effected items such as payroll tax credits and a legal settlement payment.
Fiscal 2026 guidance calls for total revenue of $3,300 to $3,330 million and net income of $330 to $336 million, a 10.6% decline at the midpoint.
The company plans to release full fourth-quarter and fiscal 2025 results on February 24, 2026, and the figures are subject to change after the audit.
GE Aerospace reported fourth-quarter and full-year 2025 results and initiated 2026 guidance, with fourth-quarter GAAP revenue of $12.7 billion, up 18%, and GAAP continuing EPS of $2.31, up 32%. The company expects 2026 adjusted EPS of $7.10 to $7.40, compared with $6.37 in 2025, along with operating profit of $9.85 billion to $10.25 billion and free cash flow of $8.0 billion to $8.4 billion.
Q4 2025 GAAP total revenue $12.7 billion, up 18%; GAAP profit $2.9 billion, up 24%; adjusted EPS $1.57, up 19%.
Q4 2025 GAAP continuing EPS $2.31, up 32%, versus $1.75 a year earlier.
2026 guidance: adjusted EPS $7.10 to $7.40 (2025: $6.37); operating profit $9.85 billion to $10.25 billion; free cash flow $8.0 billion to $8.4 billion.
Full-year 2025 adjusted revenue $42.3 billion, up 21%; company cites a backlog of roughly $190 billion.
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.