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.
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.
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.
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
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
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.
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
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
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.
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.
Roper Technologies reported fourth-quarter 2025 revenue up 10% to $2.06 billion and adjusted diluted EPS up 8% to $5.21, while GAAP diluted EPS fell 7% to $3.97. The company also gave 2026 guidance of adjusted diluted EPS of $21.30 to $21.55, compared with $20.00 in 2025, and reported that it repurchased 1.12 million shares for $500 million in 2025.
Q4 2025 revenue rose 10% to $2.06 billion; acquisitions contributed 5 points and organic growth was 4%
Q4 2025 GAAP net earnings fell 7% to $428 million, while adjusted net earnings rose 8% to $561 million
Full-year 2026 adjusted DEPS guidance of $21.30 to $21.55; Q1 2026 adjusted DEPS guidance of $4.95 to $5.00
Full-year 2025 operating cash flow rose 6% to $2.54 billion; the company repurchased 1.12 million shares for $500 million
American Airlines reported fourth-quarter 2025 revenue of $14.0 billion, up 2.5% from a year earlier, while GAAP net income fell to $99 million, or $0.15 per diluted share, from $590 million, or $0.84. The company guided to full-year 2026 adjusted EPS of $1.70 to $2.70 but expects a first-quarter 2026 adjusted loss of $0.10 to $0.50 per diluted share, citing Winter Storm Fern, which shareholders should weigh against the stronger revenue outlook.
Q4 2025 total operating revenues were $14.0 billion, up 2.5%; full-year revenue was $54.6 billion, up 0.8%
Q4 2025 GAAP net income was $99 million ($0.15 per diluted share) versus $590 million ($0.84) a year earlier; full-year net income was $111 million ($0.17)
Q1 2026 guidance calls for total revenue up 7.0% to 10.0% and an adjusted loss of $0.10 to $0.50 per diluted share; the storm has caused more than 9,000 flight cancellations
The company reduced total debt by $2.1 billion in 2025 to $36.5 billion and expects free cash flow of more than $2 billion in 2026
Invesco reported fourth-quarter 2025 results on January 27, 2026. Operating revenues rose 6.2% from a year earlier to $1,692.0 million, but a $1.8 billion non-cash intangible asset impairment produced a GAAP loss of $2.61 per diluted share, compared with diluted EPS of $0.46 a year earlier. Excluding the impairment, adjusted diluted EPS was $0.62, up from $0.52, and the company declared a $0.21 per share common dividend.
GAAP diluted EPS was a loss of $2.61 versus $0.46 in Q4 2024, driven by a $1.8 billion non-cash intangible asset impairment.
Adjusted diluted EPS was $0.62, up from $0.52 in Q4 2024; net revenues rose 8.8% to $1,258.9 million.
Net long-term inflows were $19.1 billion in the quarter, and ending assets under management reached $2.2 trillion.
Common dividend of $0.21 per share is payable March 3, 2026, to holders of record on February 13, 2026.
Kimberly-Clark reported fourth-quarter and full-year 2025 results with net sales of $4.1 billion (down 0.6%) for the quarter and $16.4 billion (down 2.1%) for the year. Quarterly profit rose, with adjusted EPS up 24.0%, while full-year diluted GAAP EPS fell to $6.07 from $7.55 after $1.46 per share of charges. The company guided 2026 adjusted EPS from continuing operations to double-digit growth on a constant-currency basis, and said its pending Kenvue acquisition is a key next step.
Q4 2025 diluted EPS was $1.50 versus $1.34 a year earlier; adjusted EPS was $1.86, up 24.0%.
Full-year 2025 diluted EPS was $6.07 versus $7.55; adjusted EPS was $7.53 versus $7.30, up 3.2%.
Full-year 2025 operating profit was $2.4 billion versus $2.7 billion, including net charges of $380 million.
2026 outlook: adjusted EPS from continuing operations expected to grow double digits on a constant-currency basis; adjusted EPS attributable to Kimberly-Clark expected flat.
JetBlue reported fourth-quarter 2025 operating revenue of $2.2 billion, down 1.5% year over year, and a net loss of $177 million, compared with $44 million a year earlier. For full-year 2025, revenue fell 2.3% to $9.1 billion and the net loss narrowed to $602 million from $795 million. The company also outlined 2026 targets, including adjusted operating margin of breakeven or better, which shareholders will be watching against future results.
Q4 2025 net loss was $177 million, or $0.48 per share, versus $44 million, or $0.13 per share, in Q4 2024.
Full-year 2025 net loss was $602 million, or $1.66 per share, versus $795 million, or $2.30 per share, in 2024.
Estimated full-year 2026 guidance includes RASM up 2.0% to 5.0% year over year and adjusted operating margin of breakeven or better.
Estimated full-year 2026 interest expense is about $580 million and capital expenditures about $900 million.
UPS reported fourth-quarter 2025 consolidated revenue of $24.5 billion and GAAP diluted earnings per share of $2.10, compared with $2.01 in the year-earlier quarter, and declared a $1.64 quarterly dividend. The company also guided to 2026 revenue of about $89.7 billion and a non-GAAP adjusted operating margin of about 9.6%, versus 9.8% for 2025, so shareholders face a mix of higher reported earnings and a lower expected margin.
UnitedHealth reported fourth quarter and full year 2025 results on January 27, 2026. Full year revenue rose to $447.6 billion, but diluted earnings per share fell to $13.23 from $15.51, after a fourth quarter charge of $1.6 billion net of taxes, or $1.78 per share. The company also issued 2026 guidance calling for diluted earnings per share above $17.10 and adjusted earnings per share above $17.75.
Q4 2025 diluted EPS was $0.01 versus $5.98 in Q4 2024; adjusted EPS was $2.11 versus $6.81
Full year 2025 revenue was $447.6 billion, up 12% year over year; diluted EPS was $13.23 versus $15.51 in 2024
Q4 2025 included a $1.6 billion net-of-tax charge ($1.78 per share) tied to cyberattack costs, divestitures, and restructuring
2026 outlook: revenue above $439.0 billion, earnings from operations above $24.0 billion, and cash flows from operations above $18.0 billion
Synchrony reported fourth quarter 2025 net earnings of $751 million, or $2.04 per diluted share, down from $774 million in the fourth quarter of 2024. The results included a $51 million after-tax restructuring charge tied to a voluntary employee early retirement program, which equaled $0.14 per diluted share. For shareholders, lower net earnings were partly offset by a higher per-share figure, and the company returned $1.1 billion in capital during the quarter.
Net earnings were $751 million, down 3.0% from $774 million; diluted EPS was $2.04, up from $1.91.
Net revenue was $3,793 million, down 0.2% from $3,801 million in the prior-year quarter.
A $51 million after-tax restructuring charge, or $0.14 per diluted share, related to a voluntary employee early retirement program.
Share repurchases totaled $952 million, and common stock dividends totaled $106 million, for $1.1 billion returned to shareholders.
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.