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).
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%.
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)
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
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
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
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.
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.
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.
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
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.
HCA Healthcare reported fourth-quarter 2025 revenue of $19.513 billion, up 6.7 percent, and diluted EPS of $8.14, up 44.6 percent from a year earlier, when results included a $0.59 per share facility loss. The company also issued 2026 guidance of $29.10 to $31.50 diluted EPS and authorized an additional $10 billion share repurchase program, with a $0.78 quarterly dividend declared.
Q4 2025 net income attributable to HCA was $1.878 billion, up 30.6 percent; adjusted diluted EPS was $8.01, up 28.8 percent.
Full-year 2025 revenue was $75.600 billion and diluted EPS was $28.33, compared with $22.00 in 2024.
2026 guidance: revenue $76.500 to $80.000 billion; net income $6.495 to $7.035 billion; adjusted EBITDA $15.550 to $16.450 billion.
Board authorized up to $10 billion in additional buybacks and declared a $0.78 dividend payable March 31, 2026.
RTX reported fourth-quarter and full-year 2025 results on January 27, 2026, with fourth-quarter sales of $24.2 billion, up 12% from a year earlier, and full-year sales of $88.6 billion, up 10%. The company also issued 2026 guidance calling for adjusted sales of $92.0 billion to $93.0 billion and adjusted EPS of $6.60 to $6.80, compared with full-year 2025 adjusted EPS of $6.29.
Q4 2025 sales of $24.2 billion, up 12%; Q4 adjusted EPS of $1.55, up 1%
Full-year 2025 GAAP EPS of $4.96, up 40%; adjusted EPS of $6.29, up 10%
Full-year 2025 free cash flow of $7.9 billion, up $3.4 billion from 2024
2026 outlook: adjusted sales of $92.0 billion to $93.0 billion, adjusted EPS of $6.60 to $6.80, free cash flow of $8.25 billion to $8.75 billion
Northrop Grumman reported fourth-quarter 2025 sales up 10% to $11.7 billion and full-year 2025 sales of $42.0 billion, with full-year MTM-adjusted EPS of $26.34 versus $26.08 in 2024. The company guided 2026 sales of $43.5 billion to $44.0 billion and MTM-adjusted EPS of $27.40 to $27.90, consistent with its October outlook, and reported a record backlog of $95.7 billion.
Q4 2025 sales rose to $11.7 billion from $10.7 billion; full-year sales were $42.0 billion, up 2%
Full-year 2025 diluted EPS was $29.08, including a $394 million after-tax mark-to-market pension benefit; MTM-adjusted EPS was $26.34
2026 guidance: sales of $43.5 billion to $44.0 billion, MTM-adjusted EPS of $27.40 to $27.90, and free cash flow of $3.1 billion to $3.5 billion
Full-year 2025 segment operating income fell 4%, mainly due to a $477 million B-21 loss provision in the first quarter
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.