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).
Polaris reported fourth quarter 2025 sales of $1.92 billion, up 9% from a year earlier, but a reported net loss of $304 million, or $5.34 per diluted share, driven by charges tied to the held-for-sale Indian Motorcycle business. The company guided 2026 sales up 1% to 3% and adjusted diluted EPS of $1.50 to $1.60, compared with an adjusted loss of $0.01 in 2025.
Q4 2025 sales were $1.92 billion, up 9% year over year; adjusted Q4 EPS was $0.08.
Q4 reported net loss attributable to Polaris was $304 million ($5.34 per diluted share), versus net income of $11 million ($0.19 per share) in Q4 2024.
Q4 2025 results included $288 million in impairment and other charges tied to the Indian Motorcycle business held for sale.
2026 outlook: sales up 1% to 3% and adjusted diluted EPS of $1.50 to $1.60, versus an adjusted loss of $0.01 in 2025.
Brown & Brown reported unaudited fourth-quarter and full-year 2025 results. Q4 total revenues rose 35.7% to $1.6 billion, but Organic Revenue fell 2.8%, and GAAP diluted EPS fell 19.2% to $0.59, while adjusted diluted EPS rose 8.1% to $0.93. The filing says the company is still finalizing its results and they may differ from these preliminary numbers.
Q4 2025 total revenues were $1.6 billion, up $423 million or 35.7%, with Organic Revenue down 2.8%.
Q4 2025 net income attributable to the Company was $264 million, up 25.7%, while diluted EPS was $0.59, down 19.2%.
Full-year 2025 diluted EPS was $3.16, down 8.7%; adjusted diluted EPS was $4.26, up 10.9%.
A conference call to discuss the results is scheduled for January 27, 2026, at 8:00 AM EST.
Nucor reported fourth-quarter 2025 net earnings attributable to stockholders of $378 million, or $1.64 per diluted share, and net sales of $7.69 billion. Earnings fell from the third quarter but rose from the fourth quarter of 2024, and full-year 2025 net earnings were $1.74 billion, down from $2.03 billion in 2024. The company expects earnings to increase in the first quarter of 2026 across all three operating segments.
Q4 2025 net earnings of $378 million, or $1.64 per diluted share, versus $607 million, or $2.63, in Q3 2025 and $287 million, or $1.22, in Q4 2024
Excluding impairment charges, adjusted net earnings were $400 million, or $1.73 per diluted share
Q4 2025 net sales of $7.69 billion, down 10% from Q3 2025 and up 9% from Q4 2024
Expects first quarter 2026 earnings to increase across all three segments, with the largest increase in steel mills
Triumph Financial reported fourth-quarter 2025 net income to common stockholders of $18.4 million, or $0.77 per diluted share, and total transportation revenue growth of 4.1%. The company said the quarter included one-time gains of $14.3 million from asset sales and nonrecurring expenses, and reported expenses of $98.1 million, above the $96.5 million it had estimated in its prior letter.
Net income to common stockholders was $18.4 million, or $0.77 per diluted share, for the quarter ended December 31, 2025.
Total transportation revenue grew 4.1%; Factoring revenue rose 5.8% and core operating margin was 32.6%.
Gains of $14.3 million from selling a Dallas building and an aircraft were offset by a $1.2 million impairment, a $1.1 million litigation reserve and a $0.8 million health plan adjustment, among other items.
The company stated a goal of about 20% transportation revenue growth in 2026, described as goals rather than earnings guidance.
W. R. Berkley reported fourth-quarter 2025 results on January 26, 2026. GAAP net income to common stockholders was $449.5 million, or $1.13 per diluted share, down from $576.1 million, or $1.44 per share, a year earlier, mainly as net investment gains fell and the company recorded a foreign currency loss. Operating income, a non-GAAP measure, rose 9.5% to $449.6 million, and pre-tax underwriting income grew 14.9% to $338 million.
Q4 2025 net income to common stockholders: $449.5 million ($1.13 diluted EPS), versus $576.1 million ($1.44) in Q4 2024
Q4 2025 operating income: $449.6 million ($1.13 per diluted share), versus $410.4 million ($1.02) a year earlier
Q4 2025 combined ratio was 89.4%, compared with 90.2% in Q4 2024; full-year 2025 net income was $1.78 billion ($4.45 per diluted share)
Total capital returned to shareholders in Q4 2025 was $608.3 million, including $377.9 million of special dividends
Sanmina reported unaudited first-quarter fiscal 2026 results for the quarter ended December 27, 2025, with revenue of $3.19 billion, up from $2.01 billion a year earlier. GAAP diluted EPS fell to $0.89 from $1.16, while non-GAAP diluted EPS rose to $2.38 from $1.44, and the company cited $43.4 million in acquisition and integration expenses tied to the ZT Systems acquisition. The company also gave second-quarter guidance of $3.1 billion to $3.4 billion in revenue and non-GAAP diluted EPS of $2.25 to $2.55.
Revenue was $3.19 billion versus $2.01 billion in the year-earlier quarter.
GAAP diluted EPS was $0.89, down from $1.16; non-GAAP diluted EPS was $2.38, up from $1.44.
GAAP operating income was $73.6 million, versus $88.6 million a year earlier, with $43.4 million in acquisition and integration expenses.
Q2 fiscal 2026 outlook (quarter ending March 28, 2026): revenue of $3.1 billion to $3.4 billion and non-GAAP diluted EPS of $2.25 to $2.55.
CVR Energy preliminarily estimated a fourth-quarter 2025 net loss attributable to stockholders of $105 million to $120 million, driven by accelerated depreciation at Wynnewood and reduced fertilizer volumes at Coffeyville. For full-year 2025, it estimated net income attributable to stockholders of $17 million to $32 million. The figures are unaudited and subject to year-end closing and audit.
Q4 2025 net loss attributable to CVR Energy stockholders estimated at $105 million to $120 million
Full-year 2025 net income attributable to stockholders estimated at $17 million to $32 million
Q4 Adjusted EBITDA estimated at $78 million to $102 million; full-year at $380 million to $404 million
Results are preliminary; the independent auditor has not audited or reviewed the estimates
Hecla Mining said preliminary 2025 production reached 17.0 million ounces of silver, more than 5% above 2024, and 150,509 ounces of gold, both at or above the top of guidance. The company also set 2026 guidance calling for modestly lower silver and gold output and a record $55 million for exploration and pre-development, and it said full-year 2025 results remain preliminary and subject to audit review. The filing contains no revenue or earnings per share figures.
2025 silver production was 17,026,785 ounces versus 16,169,930 in 2024; gold was 150,509 ounces versus 141,923.
2026 consolidated silver guidance is 15.1-16.5 million ounces and gold guidance is 134.0-146.0 thousand ounces, both described as down modestly or lower.
2026 exploration and pre-development investment is guided to $55 million, a record and nearly double 2025; total 2026 capital investment is $255-$279 million.
Investor Day webcast in New York begins 12:30 p.m. Eastern Time on Monday, January 26, 2026.
Baker Hughes reported fourth-quarter 2025 results on January 25, 2026, with revenue flat year-over-year at $7.4 billion and GAAP net income down 26% to $876 million. Adjusted diluted EPS rose 12% to $0.78, and full-year adjusted EBITDA reached a record $4.8 billion, up 5%. The company projects mid-single-digit organic adjusted EBITDA growth for 2026.
Q4 2025 revenue was $7,386 million, flat year-over-year; IET revenue rose 9% while OFSE revenue fell 8%.
GAAP diluted EPS was $0.88 versus $1.18 a year earlier; adjusted diluted EPS was $0.78 versus $0.70.
Full-year 2025 free cash flow was $2,732 million, and IET orders reached a record $14.9 billion.
For 2026, the company expects mid-single-digit organic adjusted EBITDA growth, IET margins reaching its 20% target, and OFSE roughly flat.
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.