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).
Packaging Corporation of America reported fourth quarter 2025 net income of $102 million, or $1.13 per share, down from $221 million, or $2.45 per share, a year earlier, while net sales rose to $2.4 billion from $2.1 billion. Excluding special items, including Wallula mill restructuring charges of $128.0 million, quarterly EPS was $2.32 versus $2.47, and full year EPS excluding special items rose to $9.84 from $9.04. The company expects first quarter 2026 earnings of $2.20 per share excluding special items, and said fourth quarter results were below its own guidance.
Q4 2025 reported net income $101.8 million, or $1.13 per share, versus $221.1 million, or $2.45 per share, in Q4 2024
Full year 2025 net income excluding special items was $888 million, or $9.84 per share, versus $814.5 million, or $9.04 per share, in 2024
Q4 2025 results were lower than fourth quarter guidance due to unfavorable December volume and mix
First quarter 2026 earnings are expected to be $2.20 per share excluding special items
Navient reported a fourth-quarter 2025 GAAP net loss of $5 million, or $0.06 per diluted share, compared with GAAP net income of $24 million a year earlier. On its Core Earnings measure, the company reported net income of $2 million ($0.02 per diluted share), up from a Core Earnings net loss of $25 million in the year-ago quarter, but full-year 2025 GAAP net loss of $80 million compared with net income of $131 million in 2024.
Q4 2025 GAAP net loss of $5 million ($0.06 diluted loss per share) versus GAAP net income of $24 million in Q4 2024.
Q4 2025 Core Earnings net income of $2 million ($0.02 diluted earnings per share) versus a Core Earnings net loss of $25 million in Q4 2024.
Consumer Lending segment recorded a $43 million provision for loan losses, and $14 million of regulatory and restructuring expenses were included in results.
Full-year 2025 GAAP net loss of $80 million ($0.81 diluted loss per share) versus net income of $131 million in 2024.
BXP reported fourth-quarter and full-year 2025 results on January 27, 2026. Net income attributable to BXP was $248.5 million, or $1.56 per diluted share, compared with a loss of $121.7 million in the third quarter, and diluted FFO per share rose to $1.76 from $1.74. The company also issued 2026 guidance of $2.08 to $2.29 in diluted EPS and $6.88 to $7.04 in diluted FFO per share, though funds available for distribution fell to $134.5 million from $201.8 million.
Q4 2025 net income attributable to BXP was $248.5 million, or $1.56 per diluted share, versus a loss of $121.7 million, or $0.77 per share, in Q3 2025.
Q4 2025 revenue was $877.1 million, up from $871.5 million, and diluted FFO per share was $1.76, up from $1.74.
Full-year 2026 guidance: diluted EPS of $2.08 to $2.29 and diluted FFO per share of $6.88 to $7.04.
Funds available for distribution fell to $134.5 million from $201.8 million, and the FAD payout ratio rose to 92.09% from 61.37%.
Danaher reported fourth quarter and full year 2025 results, with revenue and non-GAAP adjusted diluted EPS both higher than the prior year. GAAP full-year diluted EPS fell to $5.03 from $5.29, reflecting impairment charges, and the company initiated 2026 adjusted diluted EPS guidance of $8.35 to $8.50 and core revenue growth of 3% to 6%.
Full-year 2025 revenue rose 3.0% to $24.6 billion; non-GAAP core revenue rose 2.0%.
Full-year 2025 adjusted diluted EPS grew 4.5% to $7.80, while GAAP diluted EPS fell to $5.03 from $5.29.
Fourth quarter 2025 revenue rose 4.5% to $6.8 billion, and adjusted diluted EPS grew 4.0% to $2.23.
For 2026, the company expects non-GAAP core revenue growth of 3% to 6% and adjusted diluted EPS of $8.35 to $8.50.
Delta Air Lines signed a definitive agreement on January 27, 2026 to buy 16 Airbus A330-900 and 15 Airbus A350-900 aircraft, with an option for up to 20 more widebody aircraft. The filing says the order is within Delta's previously announced capital expenditure and capacity targets and that Delta has obtained long-term financing for a substantial portion of each aircraft's purchase price.
Firm order: 16 Airbus A330-900 aircraft and 15 Airbus A350-900 aircraft
Option to buy up to an additional 20 widebody aircraft
Deliveries begin in 2029; A330-900 uses Rolls-Royce Trent 7000 engines, A350-900 uses Trent XWB-84 EP engines
Order is within previously announced capital expenditure and capacity targets; long-term financing obtained for a substantial portion of the purchase price
Vistra Operations, a wholly owned subsidiary of Vistra Corp., completed a $2.250 billion private offering of senior secured notes on January 22, 2026, and received about $2.225 billion in net proceeds. The company plans to use the proceeds, together with cash on hand, partly to fund its previously announced acquisition of Cogentrix Energy, with the rest for general corporate purposes, including debt repayment. The offering adds debt to Vistra's balance sheet, but the filing does not report earnings or guidance changes.
Offering totaled $2.250 billion: $1.0 billion of 4.700% notes due January 31, 2031, and $1.250 billion of 5.350% notes due January 31, 2036
Net proceeds were about $2.225 billion after fees, expenses and original issue discount
Proceeds are earmarked partly for the Cogentrix Energy acquisition and partly for general corporate purposes, including debt repayment
Notes are secured by a first-priority interest in collateral shared with Credit Agreement lenders and are released if the company earns investment grade ratings from two of three agencies
Adobe's board committee approved a 2026 Performance Share Program for executives, tied 50% to relative stock return against NASDAQ-100 companies and 50% to Net New Sales growth over fiscal 2026-2028. The committee also approved a 2026 Executive Annual Incentive Plan and adopted a cash severance policy capping new severance at 2.99 times salary plus target bonus without stockholder ratification.
Performance Share Program covers calendar 2026-2028 relative TSR and fiscal 2026-2028 Net New Sales goals, with payouts from 0% to 200% of target
Chair and CEO Shantanu Narayen's target performance share award is 106,672 shares, with a maximum of 213,344 shares
Incentive Plan requires at least 95% of fiscal 2026 revenue and EPS targets; CEO target bonus is 200% of base salary
Cash Severance Policy limits new executive cash severance to 2.99 times base salary plus target annual bonus absent stockholder ratification
Jack Henry & Associates reported $6.2 million in deconversion revenue for the fiscal second quarter ended December 31, 2025, and raised its full-year fiscal 2026 deconversion revenue estimate to $28 million. The company says deconversion revenue is mainly tied to clients being acquired by other institutions and excludes it from non-GAAP revenue, so the change is unlikely to reflect its ongoing service business.
Fiscal Q2 2026 deconversion revenue, ended December 31, 2025: $6.2 million
Full-year fiscal 2026 deconversion revenue estimate increased to $28 million
Deconversion revenue is excluded from non-GAAP revenue in quarterly and annual earnings releases
Results announced in a press release dated January 27, 2026 (Exhibit 99.1)
PPG reported fourth-quarter 2025 net sales of $3.9 billion, up 5% from a year earlier, but adjusted earnings per share fell 6% to $1.51. For full-year 2025, adjusted EPS was $7.58, down 4%, on flat net sales of $15.9 billion. The company expects 2026 adjusted EPS of $7.70 to $8.10, which at the midpoint represents mid-single-digit growth.
Q4 2025 net sales were $3,914 million versus $3,729 million, up 5%; adjusted net income was $341 million versus $375 million, down 9%.
Q4 2025 reported EPS was $1.34 versus $0.01 a year earlier; adjusted EPS was $1.51 versus $1.61.
Full-year 2025 adjusted EPS was $7.58 versus $7.87; share repurchases totaled $790 million for the year.
2026 outlook: adjusted EPS of $7.70 to $8.10 and organic sales flat to low single-digit percentage growth, weighted toward the second half.
Dycom Industries entered into a First Amendment to its Third Amended and Restated Credit Agreement with Bank of America, N.A., as administrative agent, establishing an $800.0 million senior secured Term Loan B Facility. Proceeds were used to refinance a $600.0 million 364-day senior secured bridge loan, pay related fees and expenses, and fund cash to the company's balance sheet, which adds new debt obligations for shareholders to track.
Term Loan B Facility totals $800.0 million, senior secured, under an amendment dated January 27, 2026
Proceeds refinanced a $600.0 million 364-day senior secured bridge loan and added cash to the balance sheet
Term SOFR loans carry a 1.75% margin and base rate loans a 0.75% margin, subject to a 0.0% floor
Principal amortizes 0.25% per quarter starting September 15, 2026
Trustmark reported fourth-quarter 2025 net income of $57.9 million, or $0.97 per diluted share, up from $0.92 a year earlier, and full-year net income of $224.1 million, or $3.70 per diluted share. The board raised the regular quarterly dividend to $0.25 per share from $0.24, and a $100.0 million share repurchase program runs through December 31, 2026, which benefits shareholders through higher payouts and buybacks.
Q4 2025 net income $57.9 million; diluted EPS $0.97, versus $0.94 in Q3 2025 and $0.92 in Q4 2024
Full-year 2025 net income $224.1 million; diluted EPS $3.70; total revenue a record $799.8 million
Quarterly dividend raised to $0.25 per share, payable March 15, 2026, to holders of record March 1, 2026
$100.0 million stock repurchase authorization effective January 1, 2026, through December 31, 2026
Renasant Corporation reported fourth-quarter 2025 net income of $78.9 million, or $0.83 per diluted share, up from $59.8 million in the third quarter and $44.7 million a year earlier. For the full year, net income fell to $181.3 million from $195.5 million, which the filing ties partly to a $50.0 million after-tax Day 1 acquisition provision.
Q4 2025 net income $78.9 million vs. $59.8 million in Q3 2025 and $44.7 million in Q4 2024
Q4 2025 diluted EPS $0.83; adjusted diluted EPS (non-GAAP) $0.91 vs. $0.73 in Q4 2024
Full-year 2025 diluted EPS $2.07 vs. $3.27 in 2024, including a $50.0 million after-tax Day 1 acquisition provision
Q4 2025 merger and conversion related expenses of $10.6 million; $150.0 million buyback program runs until October 2026
WesBanco reported fourth-quarter 2025 net income available to common shareholders of $78.2 million, or $0.81 per diluted share, up from $47.1 million and $0.70 a year earlier. For the full year, net income was $202.6 million, or $2.23 per diluted share, versus $2.26 in 2024, after restructuring, merger-related and acquisition-related charges tied to the Premier Financial Corp. acquisition that closed February 28, 2025.
Q4 2025 diluted EPS of $0.81 vs. $0.70 in Q4 2024; excluding certain items, $0.84 vs. $0.71 (non-GAAP)
Net interest income rose 75.7% year-over-year to $222.3 million; net interest margin was 3.61%, up 58 basis points
Full-year 2025 restructuring and merger-related expense was $75.9 million; full-year diluted EPS was $2.23 vs. $2.26 in 2024
Conference call set for 9:00 a.m. ET on January 28, 2026
Aldabra 4 Liquidity Opportunity Vehicle, Inc. closed its initial public offering on January 23, 2026, selling 30,015,000 units at $10.00 each for gross proceeds of $300,150,000, including the full exercise of the underwriters' over-allotment option. The company's $300,150,000 in offering and private placement proceeds was placed in a trust account for public shareholders, and the company must complete an initial business combination within 24 months of the offering closing or redeem public shares.
Offering of 30,015,000 units at $10.00 per unit closed January 23, 2026, for gross proceeds of $300,150,000
Private placement of 3,126,666 warrants to the sponsor and 1,740,000 warrants to the underwriters at $1.50 each, for gross proceeds of $7,300,000
Trust account holds $300,150,000, including $12,789,000 in deferred underwriting commissions
Ana Dutra, Jonathan Intrater and Carl Schecter were appointed to the board effective January 21, 2026
Ashland's Compensation Committee approved a one-time equity award of $2,000,000 in restricted stock units to Chair and CEO Guillermo Novo, under a letter agreement dated January 26, 2026. The units cliff-vest on December 31, 2028, and are meant to encourage his continued employment through at least that date.
Award value is $2,000,000, allocated 100% to time-based restricted stock units
Units cliff-vest on December 31, 2028, subject to Novo's continued employment
Grant date is two business days after the Form 10-Q for first quarter fiscal 2026 is released
Novo waived accelerated vesting on retirement before December 31, 2028 and agreed to 180 days' notice of resignation
Buckle announced that Executive Vice President of Stores Kari G. Smith and Senior Vice President of Sales Michelle M. Hoffman will retire effective February 13, 2026. Ms. Smith will also leave the Board of Directors on that date, and the company says her departure is not due to any disagreement over operations, policies, or practices. The filing gives no successor names or financial figures.
Kari G. Smith (EVP of Stores, director since February 2018) and Michelle M. Hoffman (SVP of Sales) retire effective February 13, 2026
Ms. Smith's board service also ends February 13, 2026; the filing states no disagreement with the company
Ms. Smith joined in May 1978 and Ms. Hoffman in August 1979; CEO Dennis H. Nelson thanked both for their service
First Bancorp authorized a stock repurchase plan of up to $40.0 million, valid through January 27, 2027, and declared a quarterly dividend of $0.24 per share, up from $0.23. Director Mary Clara Capel, who has served on the board since 2005, also retired from the company and First Bank boards effective January 27, 2026, with no disagreement cited. The buyback is not obligated to purchase any set amount of stock, so the actual effect on shareholders will depend on how much is repurchased.
Repurchase plan of up to $40.0 million of common stock, valid through January 27, 2027
Quarterly cash dividend raised to $0.24 per share from $0.23, payable April 24, 2026 to holders of record March 31, 2026
Mary Clara Capel retired as a director of First Bancorp and First Bank effective January 27, 2026
StandardAero released unaudited preliminary estimates for full-year 2025 on January 27, 2026. Revenue, net income, Adjusted EBITDA and free cash flow are all estimated well above 2024 levels, but the figures are ranges because year-end closing is not finished and results may differ materially. The company said it will disclose full 2025 results and its 2026 outlook next month.
Revenue estimated at $6,053.0 million to $6,083.0 million, up 15.6% to 16.1% from $5,237.2 million in 2024
Net income estimated at $270.0 million to $280.0 million, compared with $11.0 million in 2024
Adjusted EBITDA estimated at $806.0 million to $812.0 million; free cash flow $200.0 million to $210.0 million, versus a $45.0 million use of cash in 2024
Figures are unaudited and preliminary; full 2025 results and 2026 outlook to be disclosed next month
Enova International reported fourth quarter 2025 results on January 27, 2026, with total revenue of $839 million, up 15% from a year earlier, and net income of $79 million, or $3.00 per diluted share, up from $2.30. Full-year 2025 net income rose 47% to $308 million, and the company repurchased $35 million of its stock in the quarter, while also noting a pending acquisition of Grasshopper Bancorp expected to close in the second half of 2026.
Q4 2025 total revenue $839 million, up 15% from $730 million; originations rose 32%
Q4 2025 diluted EPS $3.00 vs. $2.30 a year earlier; adjusted EPS $3.46 vs. $2.61
Full-year 2025 net income $308 million, or $11.52 per diluted share, up from $7.43
Share repurchases of $35 million in the quarter; Grasshopper Bancorp deal expected to close in second half of 2026
Qorvo reported fiscal 2026 third-quarter revenue of $993.0 million, up 8.4% from a year earlier but down from $1,058.5 million in the prior quarter. GAAP diluted EPS was $1.75, versus $0.43 a year earlier. The company expects March quarter revenue of about $800 million, which implies a steep sequential decline and is a key consideration for shareholders.
Q3 revenue of $993.0 million, up 8.4% year over year from $916.3 million and down from $1,058.5 million in fiscal Q2
GAAP diluted EPS of $1.75 versus $0.43 a year earlier; non-GAAP diluted EPS of $2.17 versus $1.61
March 2026 quarter outlook: revenue of about $800 million plus or minus $25 million, non-GAAP gross margin of 48% to 49%, non-GAAP diluted EPS of $1.20 plus or minus 15 cents
Stride reported second-quarter fiscal 2026 results for the three months ended December 31, 2025, with revenue up 7.5% to $631.3 million and net income up 3.2% to $99.5 million. The company also issued fiscal 2026 revenue guidance of $2.480 billion to $2.555 billion and adjusted operating income guidance of $485 million to $505 million, which shareholders can compare with future results.
Q2 revenue of $631.3 million, up from $587.2 million; income from operations rose 17.4% to $146.9 million
Diluted EPS of $2.12 versus $2.03; adjusted EPS of $2.50 versus $2.37
Cash and marketable securities totaled $676.0 million at December 31, 2025, versus $1,011.4 million at June 30, 2025
Third-quarter fiscal 2026 guidance: revenue of $615 million to $645 million and adjusted operating income of $130 million to $140 million
National Bank Holdings reported fourth-quarter 2025 net income of $16.0 million, or $0.42 per diluted share, down from $35.3 million, or $0.92, in the third quarter, and full-year net income of $109.6 million, or $2.85 per diluted share, versus $118.8 million, or $3.08, in 2024. The board raised the quarterly dividend 3.2% to $0.32 per share and authorized a new $100.0 million share repurchase program, which replaces the prior $50.0 million program.
Q4 2025 net income $16.0 million ($0.42 per diluted share) vs. $35.3 million ($0.92) in Q3 2025; adjusted net income $22.7 million ($0.60 per share) excluding acquisition-related expenses and securities losses
Full-year 2025 net income $109.6 million ($2.85 per diluted share) vs. $118.8 million ($3.08) in 2024
Quarterly dividend increased to $0.32 per share, payable March 13, 2026, to holders of record on February 27, 2026
New $100.0 million repurchase authority; $15.2 million was repurchased under the prior program through January 27, 2026
F5 reported first-quarter fiscal 2026 revenue of $822 million, up 7% from $766 million a year earlier, and GAAP diluted earnings of $3.10 per share versus $2.82. The company raised its fiscal 2026 revenue growth guidance to 5% to 6% from 0% to 4%, and its non-GAAP earnings per share guidance to $15.65 to $16.05 from $14.50 to $15.50, which is a positive signal for shareholders although software revenue fell 8%.
Q1 fiscal 2026 revenue was $822 million, up 7%; product revenue rose 11% and systems revenue rose 37%, while software revenue fell 8% to $192 million.
GAAP diluted EPS was $3.10 versus $2.82; non-GAAP diluted EPS was $4.45 versus $3.84.
Fiscal 2026 revenue growth guidance was raised to 5% to 6% from 0% to 4%; non-GAAP EPS guidance was raised to $15.65 to $16.05 from $14.50 to $15.50.
Q2 fiscal 2026 guidance calls for revenue of $770 million to $790 million and non-GAAP EPS of $3.34 to $3.46.
Marten Transport reported fourth-quarter 2025 net income of $3.7 million, or 5 cents per diluted share, down from $5.6 million, or 7 cents, a year earlier, as operating revenue fell 8.8% to $210.1 million. Full-year 2025 net income was $17.4 million, or 21 cents per diluted share, compared with $26.9 million, or 33 cents, in 2024. Quarterly profit improved from the third quarter, but both the quarter and the year show lower earnings than the prior year.
Q4 2025 net income was $3.7 million, or 5 cents per diluted share, versus $5.6 million, or 7 cents, in Q4 2024.
Q4 2025 operating revenue was $210.1 million, down from $230.4 million; the Intermodal operations were sold effective September 30, 2025.
Full-year 2025 net income was $17.4 million, or 21 cents per diluted share, versus $26.9 million, or 33 cents, in 2024.
Q4 2025 net income rose 66.1% from $2.2 million in Q3 2025.
Seagate reported fiscal second-quarter 2026 revenue of $2.83 billion, up from $2.33 billion a year earlier, with GAAP diluted EPS of $2.60 versus $1.55. The company guided fiscal third-quarter revenue to $2.90 billion plus or minus $100 million and non-GAAP diluted EPS to $3.40 plus or minus $0.20, and declared a $0.74 quarterly dividend.
Fiscal Q2 2026 (quarter ended January 2, 2026): revenue $2.83 billion vs. $2.33 billion a year earlier; GAAP operating margin 29.8% vs. 21.0%.
GAAP diluted EPS $2.60 vs. $1.55; non-GAAP diluted EPS $3.11 vs. $2.03.
Fiscal Q3 2026 guidance: revenue of $2.90 billion plus or minus $100 million; non-GAAP diluted EPS of $3.40 plus or minus $0.20.
Quarterly cash dividend of $0.74 per share, payable April 8, 2026, to shareholders of record as of March 25, 2026.
Nextpower reported third-quarter fiscal 2026 revenue of $909 million, up 34% from a year earlier, and raised its fiscal 2026 revenue and profitability outlook. The board also approved a share repurchase program of up to $500 million over three years, and the company reported $953 million in cash and no debt at quarter end. GAAP diluted EPS was $0.85, up from $0.79 a year earlier but down from $0.97 in the prior quarter.
Q3 FY26 revenue was $909 million, up from $679 million in Q3 FY25; GAAP diluted EPS was $0.85 versus $0.79 a year earlier and $0.97 in Q2 FY26.
FY26 revenue outlook raised to $3.425 billion to $3.500 billion from $3.275 billion to $3.475 billion; GAAP diluted EPS outlook raised to $3.43 to $3.53 from $3.26 to $3.46.
Board approved a share repurchase program of up to $500 million of Class A common stock with a term of three years.
Company reported $953 million in cash and cash equivalents and no debt at December 31, 2025, and received an investment grade rating from Fitch.
UMB Financial reported fourth-quarter 2025 GAAP net income available to common shareholders of $209.5 million, or $2.74 per diluted share, up from $120.0 million, or $2.44 per share, a year earlier. Total revenue rose 66.0% year over year to $720.9 million, and the company also declared a quarterly dividend of $0.43 per share, reflecting results that include the Heartland Financial acquisition.
GAAP net income available to common shareholders was $209.5 million, or $2.74 per diluted share, versus $120.0 million, or $2.44 per share, in Q4 2024.
Total revenue was $720.9 million, up 66.0% from Q4 2024 and up 6.3% from Q3 2025.
Noninterest expense of $425.6 million included $39.7 million in acquisition-related and other nonrecurring costs.
Quarterly dividend of $0.43 per share is payable April 1, 2026, to holders of record as of March 10, 2026.
Texas Instruments reported fourth-quarter 2025 revenue of $4.42 billion, up 10% from a year earlier, but net income fell 3% to $1.16 billion and earnings per share fell 2% to $1.27. The company also gave a first-quarter outlook of $4.32 billion to $4.68 billion in revenue and $1.22 to $1.48 in earnings per share, and reported $6.5 billion returned to shareholders over the trailing 12 months.
Q4 revenue of $4.42 billion, up 10% year over year and down 7% sequentially.
Q4 net income of $1.16 billion, down 3%; EPS of $1.27 versus $1.30, including a 6-cent reduction not in the original guidance.
First-quarter outlook: revenue of $4.32 billion to $4.68 billion and EPS of $1.22 to $1.48.
Trailing 12-month free cash flow of $2.9 billion, up 96%; total cash returned to owners of $6.5 billion.
Hanmi Financial reported fourth-quarter 2025 net income of $21.2 million, or $0.70 per diluted share, down from $22.1 million, or $0.73, in the third quarter, and full-year 2025 net income of $76.1 million, or $2.51 per diluted share, up from $62.2 million in 2024. Criticized loans rose sharply in the quarter to $97.0 million, which shareholders may want to track alongside the earnings trend.
Q4 2025 net income was $21.2 million, or $0.70 per diluted share, versus $22.1 million, or $0.73, in Q3 2025.
Full-year 2025 net income was $76.1 million, or $2.51 per diluted share, versus $62.2 million, or $2.05, in 2024.
Criticized loans rose to $97.0 million, or 1.48% of loans, from $45.4 million, or 0.69%, at September 30, 2025, including a $55.0 million hospitality loan downgrade.
Nonperforming loans fell to $18.1 million, or 0.28% of loans, from $19.4 million, or 0.30%, in the prior quarter.
Manhattan Associates reported fourth-quarter 2025 revenue of $270.4 million, up from $255.8 million a year earlier, and GAAP diluted EPS of $0.86, up from $0.77. For full-year 2026 it guided revenue to $1,133 million to $1,153 million, but GAAP diluted EPS to $3.37 to $3.53, which is 6% to 2% below 2025.
Q4 2025 revenue was $270.4 million versus $255.8 million in Q4 2024; GAAP diluted EPS was $0.86 versus $0.77.
Full-year 2025 revenue was $1,081.4 million versus $1,042.4 million; GAAP diluted EPS was $3.60 versus $3.51.
2026 guidance: revenue of $1,133 million to $1,153 million (5% to 7% growth); GAAP diluted EPS of $3.37 to $3.53 (down 6% to 2%).
The board replenished buyback authority to $100.0 million in January 2026, after $274.5 million of repurchases in 2025.
Steel Dynamics reported fourth-quarter 2025 net income of $266 million, or $1.82 per diluted share, up from $1.36 a year earlier but down from $2.74 in the third quarter. For full-year 2025, net income fell to $1.2 billion, or $7.99 per diluted share, from $9.84 in 2024, as lower realized steel pricing reduced operating income. The company also repurchased $901 million of its stock in 2025, which reduces the share count for remaining shareholders.
Q4 2025 net income $266 million, $1.82 per diluted share, versus $207 million, $1.36 per share in Q4 2024
Q4 2025 net income was lower than the $404 million, or $2.74 per diluted share, reported for Q3 2025
Full-year 2025 net sales rose 3.6% to $18.2 billion, while operating income declined 24% to $1.5 billion
Share repurchases of $901 million in 2025, representing over four percent of outstanding shares
General Mills appointed Joan Bottarini, Executive Vice President and Chief Financial Officer of Hyatt Hotels Corporation, to its board of directors effective January 26, 2026, bringing the board to twelve directors. On the same date, the board amended and restated the company's bylaws, revising director nomination and shareholder proposal procedures and the majority voting provision. The changes affect how shareholders can nominate directors and submit proposals for annual meetings.
Joan Bottarini was appointed effective January 26, 2026, and the board determined she is independent under NYSE standards.
Bottarini joined the Audit and Compensation and Talent Committees; the board now has twelve directors.
Bylaws were amended to revise director nomination and shareholder proposal procedures and to clarify when an election is deemed contested.
The board declared a quarterly dividend of $0.61 per share, payable May 1, 2026, to holders of record as of April 10, 2026.
Madison Gas and Electric, a subsidiary of MGE Energy, issued $90 million of unsecured senior notes on January 22, 2026, under a Note Purchase Agreement. The notes carry fixed rates from 5.05% to 5.79% and mature between 2036 and 2056, and MGE expects to use the proceeds for capital expenditures and other corporate obligations.
Three $30 million tranches: Series A at 5.05% due January 31, 2036; Series B at 5.25% due January 31, 2041; Series C at 5.79% due January 31, 2056
Interest is payable semi-annually on January 31 and July 31, starting July 31, 2026
Agreement requires a consolidated indebtedness-to-capitalization ratio of no more than 65%
Applied Industrial Technologies reported fiscal 2026 second-quarter net sales of $1.2 billion, up 8.4%, and net income of $95.3 million, or $2.51 per diluted share, up 4.6%. The company narrowed its fiscal 2026 EPS guidance to $10.45 to $10.75 from $10.10 to $10.85, and also announced an acquisition and an 11% dividend increase.
Q2 diluted EPS of $2.51 versus $2.39 a year earlier; EBITDA of $140.4 million, up 3.9%
FY26 EPS guidance adjusted to $10.45 to $10.75 (prior $10.10 to $10.85); LIFO expense guidance raised to $24 million to $26 million
Acquisition of Thompson Industrial Supply Inc., expected to generate about $20 million in annual sales in its first year
Quarterly dividend raised 11% to $0.51 per share, payable February 27, 2026, to holders of record on February 13, 2026
Community Financial System reported fourth-quarter 2025 net income of $54.4 million, or $1.03 per share, up from $0.94 a year earlier, and total revenues of $215.5 million, up 9.8%. For full-year 2025 it reported net income of $210.5 million, or $3.97 per share. Management said the company is well positioned for another year of earnings growth in 2026, but the filing gives no numeric 2026 forecast.
Q4 2025 net income $54.4 million, or $1.03 per share, versus $49.8 million, or $0.94 per share, in Q4 2024
Q4 2025 operating diluted EPS of $1.12, versus $1.00 a year earlier; full-year 2025 operating diluted EPS of $4.24
Q4 2025 total revenues $215.5 million, up 9.8% from Q4 2024; net interest income $133.4 million, up 11.2%
ClearPoint Federal Bank & Trust acquisition for approximately $40 million in cash, expected to close in Q2 2026
First BanCorp reported fourth-quarter 2025 net income of $87.1 million, or $0.55 per diluted share, up from $75.7 million a year earlier but down from $100.5 million in the third quarter. Full-year 2025 net income was $344.9 million, or $2.15 per diluted share, compared with $298.7 million, or $1.81, in 2024. The sequential decline reflects a one-time $16.6 million tax valuation allowance reversal recorded in the third quarter.
Q4 2025 net income $87.1 million, or $0.55 per diluted share, versus $75.7 million, or $0.46, in Q4 2024
Q3 2025 net income of $100.5 million included a one-time reversal of about $16.6 million in valuation allowance, worth $0.10 per diluted share
Net interest income rose to $222.8 million from $217.9 million in Q3 2025; net interest margin was 4.68%
Full-year 2025 net income was $344.9 million, or $2.15 per diluted share, versus $298.7 million, or $1.81, in 2024
Ingredion's Executive Vice President and Chief Financial Officer, James Gray, notified the company on January 26, 2026 that he will retire from his positions effective March 31, 2026. The company says his departure is not the result of any dispute or disagreement and that it is reviewing its succession plan.
James Gray, Executive Vice President and Chief Financial Officer, will retire effective March 31, 2026.
The filing states the decision is not the result of any dispute or disagreement with the company.
Ingredion will announce a new chief financial officer upon his retirement; no successor is named in the filing.
Bristow Group issued $500 million of 6.750% senior secured notes due 2033 and extended its asset-based revolving credit facility to January 26, 2031. Proceeds were used to fund the satisfaction and discharge of its 6.875% notes due 2028, which had about $397 million outstanding, and the remaining proceeds are for general corporate purposes.
$500 million of 6.750% senior secured notes due February 1, 2033, secured by helicopters and substantially all other company and guarantor assets
ABL facility maturity extended to January 26, 2031, with total commitments reduced from $85 million to $70 million and an option to increase to $105 million
About $397 million of 6.875% notes due 2028 were discharged, with liens released and redemption set for March 1, 2026
Savara amended its March 2025 Loan and Security Agreement with Hercules Capital and its lenders on January 26, 2026. The loan allows borrowing of up to $105 million in term loans, with up to $75 million of additional draws now conditioned on FDA approval of MOLBREEVI for aPAP, and two financial covenant compliance dates were extended.
Total borrowing capacity under the Loan Agreement is up to $105 million in term loans.
Up to $75 million of additional draws become available after FDA approval of MOLBREEVI for aPAP: $45 million first, then $30 million.
Draw windows end on the earlier of 120 days after approval or June 30, 2027.
Unrestricted cash covenant compliance extended to April 1, 2027; minimum trailing six-month revenue covenant extended to September 30, 2027, if market capitalization falls below set thresholds.
PACCAR reported fourth-quarter 2025 revenues of $6.82 billion and net income of $556.9 million ($1.06 per diluted share), down from $7.91 billion and $872.0 million ($1.66 per share) a year earlier. Full-year 2025 net income was $2.38 billion ($4.51 per diluted share), including a $264.5 million after-tax charge for civil litigation in Europe, while full-year revenue was $28.44 billion versus $33.66 billion in 2024. Both revenue and profit declined, and the filing gives industry ranges for 2026 but no company earnings guidance.
Q4 2025 revenues were $6.82 billion versus $7.91 billion in Q4 2024; diluted EPS was $1.06 versus $1.66.
2025 net income of $2.38 billion ($4.51 per diluted share) included a $264.5 million after-tax charge; adjusted net income (non-GAAP) was $2.64 billion ($5.01 per diluted share).
PACCAR declared $2.72 per share in dividends for 2025, including a $1.40 year-end dividend paid January 7, 2026.
Company estimates 2026 U.S. and Canada Class 8 retail sales of 230,000-270,000 trucks and capital spending of $725-$775 million.
Sysco reported fiscal second-quarter 2026 results for the 13 weeks ended December 27, 2025. Sales rose 3.0% to $20.8 billion, but GAAP operating income fell 2.8% to $692 million and GAAP net earnings fell 4.2% to $389 million, while adjusted diluted EPS rose 6.5% to $0.99. Management now expects full-year adjusted EPS at the high end of its previously provided $4.50-$4.60 range, a guidance change shareholders will weigh against the lower GAAP profit.
Sales rose 3.0% to $20.8 billion; U.S. Foodservice local case volume rose 1.2%.
GAAP diluted EPS fell 1.2% to $0.81; adjusted diluted EPS rose 6.5% to $0.99.
Full-year adjusted EPS now expected at the high end of the prior $4.50-$4.60 range, per CEO Kevin Hourican and CFO Kenny Cheung.
Cash balance was $1.2 billion at quarter end; dividends paid were $518 million in the first 26 weeks.
Helix Acquisition Corp. III, a blank-check company focused on healthcare, closed its initial public offering on January 26, 2026, selling 17,250,000 Class A ordinary shares at $10.00 per share for gross proceeds of $172.5 million, including the full exercise of the underwriters' over-allotment option. The proceeds, together with a concurrent private placement, were placed in a trust account, and the funds will not be released until the company completes an initial business combination or redeems public shares if it does not complete one within 24 months.
IPO closed January 26, 2026: 17,250,000 Class A ordinary shares at $10.00 each, gross proceeds of $172.5 million, including 2,250,000 shares from the over-allotment option
Private placement of 497,500 Class A shares to sponsor Helix Holdings III LLC at $10.00 per share, for gross proceeds of $4.975 million
Trust account holds $172.5 million; funds are released only on a business combination or on redemption if none is completed within 24 months of the IPO closing
Mark C. McKenna and John Schmid were appointed independent directors on January 22, 2026
Union Pacific reported fourth-quarter 2025 net income of $1.8 billion and diluted EPS of $3.11, up 7% from $2.91, with results helped by $234 million of industrial park land sales. Adjusted quarterly diluted EPS was $2.86, down from $2.96, and fourth-quarter operating revenue fell 1%. For the full year, net income rose 6% to $7.1 billion and diluted EPS rose 8% to $11.98, and the company expects 2026 EPS growth in the mid-single digits.
Q4 operating revenue of $6.1 billion declined 1%, and revenue carloads fell 4%
Q4 diluted EPS was $3.11 reported and $2.86 adjusted, versus $2.91 and $2.96 a year earlier
Full year 2025 net income of $7.1 billion rose 6%; diluted EPS of $11.98 rose 8%
2026 outlook calls for EPS growth of mid-single digits and a capital plan of $3.3 billion
Commvault reported fiscal third-quarter results for the period ended December 31, 2025, with revenue of $314 million, up 19% year over year, and GAAP net income of $18 million, or $0.40 per diluted share, versus $0.24 a year earlier. The company also updated its full-year fiscal 2026 guidance, now calling for total revenue of $1,177 million to $1,180 million, and said a restructuring charge of $11.9 million in the quarter relates to a cost optimization program.
Q3 total revenue was $313.8 million, up 19%; subscription revenue was $206 million, up 30%.
GAAP diluted EPS was $0.40 versus $0.24 a year earlier; non-GAAP diluted EPS was $1.17 versus $0.94.
Restructuring expense was $11.9 million in the quarter; operating cash flow was $4 million, with free cash flow of $2 million.
Full-year fiscal 2026 free cash flow is expected at $215 million to $220 million, including one-time payments tied to the restructuring plan; the board made $250 million available for share repurchases as of January 14, 2026.
NextEra Energy reported fourth-quarter and full-year 2025 results, with full-year adjusted earnings per share of $3.71, up from $3.43 in 2024 and above the top end of the range it communicated in December. The company kept its 2026 adjusted EPS guidance of $3.92 to $4.02 and its long-term growth targets, so shareholders see higher earnings and no change to expected future growth.
Q4 2025 GAAP net income attributable to NextEra Energy was $1.535 billion, or $0.73 per share, versus $1.203 billion, or $0.58 per share, in Q4 2024.
Q4 2025 adjusted earnings were $1.133 billion, or $0.54 per share, versus $1.095 billion, or $0.53 per share, a year earlier.
Full-year 2025 GAAP net income was $6.835 billion, or $3.30 per share, versus $6.946 billion, or $3.37 per share, in 2024.
The company continues to expect 2026 adjusted EPS of $3.92 to $4.02 and adjusted EPS growth of 8%+ per year through 2032.
World Acceptance Corporation reported a net loss of $0.9 million, or $0.19 per diluted share, for its fiscal third quarter ended December 31, 2025, compared with net income of $13.4 million, or $2.45 per diluted share, a year earlier. Total revenues rose 1.9% to $141.3 million, but the provision for credit losses increased to $51.4 million, and the company said new customer growth required a substantial rebuild of its loan loss allowance.
Q3 net loss of $0.9 million ($0.19 per diluted share) versus net income of $13.4 million ($2.45 per share) a year earlier
Total revenues rose 1.9% to $141.3 million; provision for credit losses rose $7.3 million to $51.4 million
Gross loans rose 1.5% year over year to $1.40 billion; net charge-offs rose to 18.7% of average net loans on an annualized basis
Company expects a 3-5% reduction in headcount and lower charge-offs as new customers gain tenure
Hope Bancorp reported fourth-quarter 2025 net income of $34.5 million, or $0.27 per diluted share, up 12% from the third quarter and 42% from a year earlier. For the full year, net income fell to $61.6 million from $99.6 million, mainly because of a $37.7 million net loss on securities sales and $21.5 million of merger and restructuring costs. The company also declared a quarterly cash dividend of $0.14 per share.
Q4 2025 net income $34.5 million, $0.27 per diluted share, versus $30.8 million ($0.24) in Q3 2025 and $24.3 million ($0.20) in Q4 2024
Full-year 2025 net income $61.6 million, $0.49 per diluted share, versus $99.6 million ($0.82) in 2024
Full-year 2025 EPS excluding notable items $0.89, up from $0.85 in 2024
Quarterly cash dividend of $0.14 per share, payable on or about February 20, 2026, to holders of record as of February 6, 2026
Boeing reported fourth-quarter 2025 revenue of $23.9 billion, up 57% from a year earlier, and GAAP diluted earnings of $10.23 per share versus a loss of $5.46 per share in the prior-year quarter. The profit was driven mainly by a $9.6 billion gain on the sale tied to closing the Digital Aviation Solutions transaction, so shareholders should weigh the gain against underlying operating results, which remained a loss in Commercial Airplanes and Defense, Space & Security.
Q4 revenue $23.9 billion versus $15.2 billion; 160 commercial deliveries versus 57
GAAP diluted EPS $10.23; core EPS (non-GAAP) $9.92, versus a loss of $5.90 a year earlier
Full-year 2025 revenue $89.5 billion, up 34%; GAAP diluted EPS $2.48 versus a loss of $18.36 in 2024
Full-year 2025 free cash flow (non-GAAP) was negative $1.9 billion; cash and marketable securities rose to $29.4 billion at year-end
Pinterest announced a global restructuring plan on January 26, 2026, including a reduction in force affecting less than 15% of its workforce and office space reductions. The company expects total pre-tax restructuring charges of approximately $35 million to $45 million, primarily cash-related, and plans to complete the plan by September 30, 2026, while redirecting resources toward AI-focused roles and products and reinvesting in key development areas.
Pre-tax restructuring charges expected at approximately $35 million to $45 million, primarily cash-related
Reduction in force expected to affect less than 15% of the workforce, plus office space reductions
Plan announced January 26, 2026 and expected to be completed by September 30, 2026
Company intends to exclude the restructuring charges from non-GAAP measures, including Adjusted EBITDA
General Motors reported a fourth-quarter 2025 net loss of $3.3 billion, which included more than $7.2 billion in special charges tied to electric vehicle capacity changes and U.S. policy shifts. Full-year 2025 net income fell to $2.7 billion from $6.0 billion, while the company guided to 2026 EBIT-adjusted of $13.0 billion to $15.0 billion and raised its quarterly dividend 20% to $0.18 per share alongside a new $6.0 billion share repurchase authorization.
Q4 2025 revenue was $45.3 billion, down 5.1% from $47.7 billion; EBIT-adjusted rose 13.3% to $2.8 billion.
Full-year 2025 EPS-diluted was $3.27 versus $6.37 in 2024; EPS-diluted-adjusted was $10.60, flat year over year.
2026 guidance: EBIT-adjusted $13.0 billion to $15.0 billion and EPS-diluted $11.00 to $13.00.
Quarterly dividend raised to $0.18 per share, payable March 19, 2026; new $6.0 billion buyback with no expiration date.
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