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).
Dorian LPG declared an irregular cash dividend of $0.70 per share, about $29.9 million in total, payable February 24, 2026 to holders of record on February 9, 2026. The company also said preliminary results for the quarter ended December 31, 2025 were affected by lower market rates in November and fog in the Houston Ship channel, and that it expects about $1.8 million in additional general and administrative expense.
Irregular dividend of $0.70 per share, about $29.9 million in total; record date February 9, 2026, payable on or about February 24, 2026
Market rates in November for December loadings were lower than in the previous two months
Fog in the Houston Ship channel caused unexpected waiting time, further reducing realized rates
Expected additional G&A expense of about $1.8 million from a higher Annual Cash Incentive plan accrual; full results due February 5, 2026
Cavco Industries reported results for the fiscal third quarter ended December 27, 2025. Net revenue rose 11.3% to $581.0 million, helped by higher home sales volume and the September 29, 2025 acquisition of American Homestar, but diluted earnings per share fell 19.1% to $5.58 from $6.90 as income before taxes declined 16.9%.
Net revenue was $581.0 million, up $59 million or 11.3% from $522.0 million a year earlier.
Diluted net income per share was $5.58, down 19.1% from $6.90; net income was $44.1 million versus $56.5 million.
American Homestar contributed $42 million to net revenue and $2.9 million of deal costs were recorded in the quarter.
Stock repurchases were approximately $44 million in the quarter, leaving approximately $98 million available under Board authorizations.
PennyMac Mortgage Investment Trust reported fourth-quarter 2025 net income attributable to common shareholders of $41.9 million, or $0.48 per share, up from $0.41 a year earlier but down from $0.55 in the third quarter. For the full year, earnings fell to $86.1 million, or $0.99 per share, from $1.37 in 2024, while book value per common share declined from $15.87 to $15.25 and full-year dividends totaled $1.60 per share.
Q4 2025 net income attributable to common shareholders was $41.9 million, or $0.48 per share, versus $0.41 in Q4 2024 and $0.55 in Q3 2025.
Full-year 2025 net income attributable to common shareholders was $86.1 million, versus $119.2 million in 2024; diluted EPS was $0.99 versus $1.37.
Book value per common share was $15.25 at December 31, 2025, up from $15.16 at September 30, 2025.
A Q4 2025 cash dividend of $0.40 per common share was paid on January 23, 2026.
Seacoast reported fourth-quarter 2025 net income of $34.3 million and net revenues of $203.3 million, up 53% from a year earlier, following its acquisition of Villages Bancorporation, which closed October 1, 2025. Results included $18.1 million in merger and integration costs and $23.4 million in day-one credit provisions tied to that deal. The company also disclosed a pre-tax loss of about $39.5 million from a January 2026 securities sale, which will affect first-quarter 2026 results.
Net revenues were $203.3 million, up $70.4 million, or 53%, from the fourth quarter of 2024.
Net income of $34.3 million included $18.1 million in merger and integration costs and $23.4 million in day-one credit provisions.
Adjusted pre-tax pre-provision earnings were $93.2 million, up 65% from the fourth quarter of 2024.
On January 23, 2026, the company sold securities with a 1.9% average book yield, a pre-tax loss of about $39.5 million, and reinvested about $277 million at a 4.8% yield.
Gallagher reported fourth-quarter 2025 revenue before reimbursements of $3,586 million, up from $2,679 million a year earlier, and adjusted diluted EPS of $2.38, up from $2.16. Reported net earnings fell to $154 million from $258 million, and reported diluted EPS fell to $0.58 from $1.12, with the company citing acquisition integration, intangible amortization, workforce and lease termination, and legal, tax and benefit plan costs. For shareholders, top-line growth and adjusted profit rose, while reported profit declined.
Q4 2025 revenue before reimbursements: $3,586 million vs. $2,679 million in Q4 2024
Q4 2025 reported net earnings: $154 million vs. $258 million; reported diluted EPS $0.58 vs. $1.12
Q4 2025 adjusted diluted EPS: $2.38 vs. $2.16; full-year 2025 reported revenue $13,778 million vs. $11,401 million
CFO Commentary, posted on the investor relations page, includes estimates for 2026 and other future results
DXC Technology reported fiscal third-quarter 2026 revenue of $3.19 billion, down 1.0% year over year (down 4.3% on an organic basis), and non-GAAP diluted EPS of $0.96, up 4.3%. The company narrowed its full-year fiscal 2026 non-GAAP EPS guidance to about $3.15 from $2.85 to $3.35, while trimming its revenue outlook, so shareholders see mixed signals on sales versus profit.
Q3 revenue $3.19 billion, down 1.0% year over year; adjusted EBIT $263 million, down 8.0%
GAAP diluted EPS $0.61, up 96.8%; non-GAAP diluted EPS $0.96, up 4.3%
FY2026 non-GAAP diluted EPS guidance of about $3.15, versus prior range of $2.85 to $3.35
Bookings $3.6 billion, down 17% year over year; free cash flow $266 million in the quarter
FedEx France proposed a transformation program on January 23, 2026, to modernize its domestic operations in France, which may reduce up to 500 operational positions and change locations or schedules for up to 800 team members. FedEx expects pre-tax costs of $175 million to $275 million, mostly cash, through fiscal 2028, and the plan is subject to local consultation. FedEx also named Scott L. Ray to a US and Canada operations role and said John A. Smith will lead FedEx Freight after its spin-off, expected June 1, 2026.
Up to 500 operational positions may be reduced in France, and up to 800 team members may see changes to work locations or schedules.
Pre-tax costs for severance, legal and professional fees, and lease terminations are expected to range from $175 million to $275 million, substantially all in cash, through fiscal 2028.
Execution is expected over about 18 months and depends on local consultation processes, and actual amounts may differ from current estimates.
Scott L. Ray was named Chief Operating Officer, United States and Canada, of Federal Express Corporation, effective June 1, 2026; John A. Smith will lead FedEx Freight after its spin-off, expected June 1, 2026.
Schneider National reported fourth quarter 2025 operating revenues of $1.4 billion, up 5% from a year earlier, but income from operations fell 14% to $36.5 million and diluted earnings per share fell to $0.13 from $0.18. CEO Mark Rourke said results fell short of the company's guidance because of softer demand beginning in November, higher third-party carrier costs, and unplanned auto production shutdowns. The company guided 2026 adjusted diluted earnings per share to $0.70 to $1.00.
Q4 2025 operating revenues were $1.4 billion, up from $1.3 billion in Q4 2024; income from operations was $36.5 million versus $42.4 million.
Diluted EPS was $0.13 versus $0.18; adjusted diluted EPS was $0.13 versus $0.20.
Full-year 2026 adjusted diluted EPS guidance is $0.70 to $1.00, with net capital expenditures of $400 million to $450 million.
The board authorized a new $150.0 million stock repurchase program in January 2026, replacing the expiring program.
AppFolio reported fourth-quarter 2025 revenue of $248 million, up 22% from a year earlier, and GAAP operating income of $44 million, up from $23 million. Q4 net income fell to $40 million from $103 million, because the prior-year quarter included a large income tax benefit. The company also gave its first fiscal 2026 outlook, calling for revenue of $1.1 billion to $1.12 billion.
Q4 2025 revenue rose 22% year over year to $248 million; fiscal 2025 revenue rose 20% to $951 million.
Q4 2025 GAAP diluted EPS was $1.10, versus $2.79 a year earlier; fiscal 2025 GAAP diluted EPS was $3.88, versus $5.55.
Fiscal 2026 outlook: revenue of $1.1 billion to $1.12 billion, non-GAAP operating margin of 25.5% to 27.5%, and 36 million to 37 million diluted shares.
Credit Acceptance reported GAAP net income of $122.0 million, or $10.99 per diluted share, for the three months ended December 31, 2025, down from $151.9 million, or $12.26 per diluted share, a year earlier. Adjusted net income was flat at $126.0 million, while adjusted earnings per diluted share rose to $11.35 from $10.17, and Consumer Loan unit volume fell 9.1%, which shareholders may weigh against the profit trend.
GAAP net income was $122.0 million, or $10.99 per diluted share, versus $151.9 million, or $12.26 per diluted share, in the fourth quarter of 2024.
Adjusted net income per diluted share was $11.35, up from $10.17 a year earlier; adjusted net income was $126.0 million in both periods.
Consumer Loan unit volume declined 9.1% and dollar volume declined 11.3% year over year in the fourth quarter.
A $35.8 million contingent loss tied to previously disclosed legal matters was excluded from adjusted results; cumulative contingent losses reached $82.6 million, and a potential cash payment of $75.5 million is cited in preliminary settlem
SkyWest reported fourth-quarter 2025 net income of $91 million, or $2.21 per diluted share, down from $2.34 a year earlier, even as revenue rose 8% to $1.0 billion. Full-year net income rose to $428 million, or $10.35 per diluted share, from $7.77 per diluted share in 2024. Operating expenses grew faster than revenue in the quarter, and the company also reported multi-year contract extensions with United and Delta in January 2026.
Q4 2025 net income of $91 million, or $2.21 per diluted share, versus $97 million, or $2.34, in Q4 2024
Q4 2025 revenue of $1.0 billion, up $80 million or 8% from $944 million; operating expenses rose 11% to $890 million
Full-year 2025 net income of $428 million, or $10.35 per diluted share, versus $323 million, or $7.77, in 2024
January 2026 contract extensions: 40 E175 aircraft with United and 13 E175 aircraft with Delta
SL Green reported a fourth-quarter 2025 net loss attributable to common stockholders of $104.6 million, or $1.49 per share, compared with net income of $9.4 million, or $0.13 per share, a year earlier. Revenue rose to $276.5 million from $245.9 million, but funds from operations (FFO) fell to $1.13 per share from $1.81, so shareholders saw higher sales alongside a sharp drop in profit measures.
Q4 2025 total revenues were $276.5 million, up from $245.9 million in Q4 2024
Q4 2025 net loss to common stockholders was $104.6 million ($1.49 per diluted share), versus net income of $9.4 million ($0.13) in Q4 2024
Q4 2025 FFO was $1.13 per diluted share versus $1.81 a year earlier; full-year 2025 FFO was $5.72 versus $8.11
Manhattan same-store office occupancy rose to 93.0% as of December 31, 2025, from 92.4% at September 30, 2025
On January 29, 2026, VSE Corporation agreed to acquire Precision Aviation Group for up to $2.025 billion, made up of $1.75 billion in cash and $275 million in newly issued shares, plus up to $125 million in contingent payments tied to PAG's 2026 profitability. The deal is expected to close in the second quarter of 2026, subject to U.S. antitrust and Australian and UK foreign investment approvals, and lenders have committed up to $1.95 billion of new financing. VSE also released preliminary, unaudited 2025 results, with full-year revenue of about $1,101 million to $1,115 million, though the filing gives no prior-year comparison.
Upfront price of $2.025 billion: $1.75 billion cash plus $275 million in VSE stock, with up to $125 million more in earnout payments tied to 2026 profitability targets
Debt commitment letter for up to $1.95 billion of new financing, plus backstop commitments for VSE's existing revolving credit facility and term loan A
Expected closing in the second quarter of 2026; agreement can be terminated if closing has not occurred by July 29, 2026, with a possible three-month extension
Preliminary full-year 2025 revenue of about $1,101 million to $1,115 million and adjusted EBITDA of about $176 million to $184 million; full results and 2026 outlook due next month
Darling Ingredients issued a statement on fourth-quarter and fiscal 2025 results for its 50/50 joint venture, Diamond Green Diesel (DGD), which its JV partner released as part of consolidated results. DGD's fourth-quarter net income rose to $55 million from $48 million a year earlier, but its full-year 2025 result was a net loss of $68 million, compared with net income of $298 million in 2024. Darling's CEO said the company expects to end the year with solid improvement over its prior outlook, with fuller commentary due in the company's upcoming earnings release.
DGD Q4 2025 net income was $55 million vs. $48 million in Q4 2024, on 285.3 million gallons sold or shipped.
Darling's share of DGD Adjusted EBITDA was $58 million ($0.41 per gallon) in Q4 2025 vs. $59 million a year earlier.
DGD full-year 2025 net loss was $68 million vs. net income of $298 million in 2024; Darling's share of Adjusted EBITDA was $104 million vs. $290 million.
Full Q4 and fiscal 2025 results are due after market on Feb. 11, 2026, with a conference call on Feb. 12, 2026 at 9 a.m. Eastern Time.
Norfolk Southern reported fourth-quarter 2025 revenue of $3.0 billion, down 2% from a year earlier, and diluted earnings per share of $2.87, down 11% from $3.23 in the prior-year quarter, which included railway line sales. Excluding merger-related expenses and the Eastern Ohio incident, the company reported Q4 diluted EPS of $3.22, up 6% from adjusted prior-year results, and full-year 2025 diluted EPS of $12.75, up 10%. Shareholders get a mixed picture: reported quarterly profit fell, while full-year results and adjusted quarterly profit improved.
Q4 2025 railway operating revenues were $3.0 billion, down $50 million, or 2%, with volume down 4%
Q4 2025 income from railway operations was $937 million, down 17%; the quarter included a net gain of $85 million from a large land sale
Full-year 2025 diluted EPS was $12.75, up 10%, and the full-year operating ratio was 64.2%, compared with 66.4% in 2024
Company repurchased and retired 2.2 million shares in 2025 at a cost of $533 million
Oshkosh reported fourth-quarter 2025 sales of $2.69 billion, up 3.5%, but net income fell to $133.8 million, or $2.10 per diluted share, from $153.1 million, or $2.33, a year earlier. The company also gave 2026 guidance of about $10.90 diluted EPS and about $11.50 adjusted EPS on projected net sales of about $11.0 billion, which matters to shareholders because it sets expectations for the coming year.
Q4 2025 net income $133.8 million, or $2.10 diluted EPS, versus $2.33 in Q4 2024; adjusted EPS $2.26 versus $2.58
Q4 2025 sales rose $90.7 million, or 3.5%, to $2.69 billion; consolidated operating income fell 5.3% to $212.0 million
2026 outlook: diluted EPS of about $10.90 and adjusted EPS of about $11.50 on projected net sales of about $11.0 billion
Board declared a quarterly dividend of $0.57 per share, payable March 3, 2026 to holders of record as of February 17, 2026
MarineMax reported fiscal 2026 first-quarter revenue of $505.2 million, up 7.8% from a year earlier, with same-store sales up more than 10%. Gross margin fell to 31.8% from 36.2%, and the company posted a net loss of $7.9 million, or $0.36 per share, compared with net income of $18.1 million, or $0.77 per diluted share, a year earlier. The company reaffirmed its fiscal 2026 adjusted EBITDA guidance of $110 million to $125 million.
Revenue of $505.2 million, up 7.8% from $468.5 million in the prior-year quarter
Net loss of $7.9 million, or $0.36 per share, versus net income of $18.1 million, or $0.77 per diluted share, a year earlier
Adjusted EBITDA of $15.5 million, down from $26.1 million; adjusted net loss of $4.6 million, or $0.21 per share
Fiscal 2026 guidance reaffirmed: adjusted EBITDA of $110 million to $125 million and adjusted EPS of $0.40 to $0.95 per diluted share
Parker-Hannifin reported fiscal second-quarter results for the quarter ended December 31, 2025, with net sales up 9% to a record $5.2 billion and adjusted EPS up 17% to $7.65. Reported net income fell 11% to $845 million and diluted EPS fell 9% to $6.60, because the year-earlier quarter included a one-time after-tax divestiture gain. The company raised its fiscal 2026 guidance and said it has a definitive agreement to acquire Filtration Group Corporation.
Net sales rose 9% to $5.2 billion, with organic sales up 6.6%
Diluted EPS was $6.60, down from $7.25; adjusted EPS rose 17% to $7.65
Fiscal 2026 EPS guidance raised to $26.26 to $26.86, or $30.40 to $31.00 adjusted
Definitive agreement to acquire Filtration Group Corporation announced; the filing does not state a price
ManpowerGroup reported fourth-quarter 2025 revenue of $4.7 billion, up 7% as reported, and diluted EPS of $0.64 versus $0.47 a year earlier, after $0.28 per share of restructuring, pension and Argentina-related charges. For the full year, the company posted a net loss of $13.3 million, or $0.29 per diluted share, compared with net earnings of $145.1 million in 2024, due mainly to $88.7 million in goodwill and intangible impairment charges. Excluding charges, fourth-quarter EPS was $0.92, down 17% in constant currency, and the company guided first-quarter 2026 diluted EPS to $0.45 to $0.55.
Q4 2025 revenue was $4.7 billion, up 7% as reported and 2% organic constant currency
Q4 diluted EPS was $0.64 as reported and $0.92 excluding charges, a 17% constant-currency decrease
Full-year 2025 net loss was $13.3 million, including $88.7 million of impairment charges
Q1 2026 diluted EPS outlook is $0.45 to $0.55, including a favorable currency impact of $0.06
Lockheed Martin reported fourth-quarter and full-year 2025 results on January 29, 2026. Full-year sales rose 6% to $75.0 billion and a record $194 billion backlog, but net earnings fell to $5.0 billion, or $21.49 per share, from $22.31 in 2024, after a $479 million pension settlement charge and program losses. The company expects 2026 sales of $77.5 billion to $80.0 billion and diluted EPS of $29.35 to $30.25.
Q4 2025 sales were $20.3 billion, up from $18.6 billion, and diluted EPS was $5.80, up from $2.22 a year earlier.
Full-year 2025 business segment operating profit was $6.7 billion, up from $6.1 billion, and free cash flow was $6.9 billion.
2026 outlook: sales of $77.5 billion to $80.0 billion, diluted EPS of $29.35 to $30.25, and free cash flow of $6.5 billion to $6.8 billion, which the company said is an increase from its prior expectation.
International Paper reported preliminary full-year 2025 net sales of $23.63 billion, up from $15.84 billion in 2024, but a loss from continuing operations of $2.84 billion, compared with earnings of $725 million a year earlier. The loss reflects a $2.47 billion pre-tax goodwill impairment tied to its PS EMEA business, and the company also announced plans to separate its North America and EMEA packaging businesses into two independent public companies, expected within 12 to 15 months.
Full-year 2025 net sales were $23.63 billion versus $15.84 billion in 2024; loss from continuing operations was $2.84 billion versus earnings of $725 million.
Fourth-quarter 2025 loss from continuing operations was $2.36 billion, including a $2.47 billion pre-tax non-cash goodwill impairment charge.
2026 targets call for full-year adjusted EBITDA of $3.5 to $3.7 billion and first-quarter adjusted EBITDA of $740 to $760 million.
The separation of PS NA and PS EMEA is expected to be completed in 12 to 15 months; the Form 10-K is intended for filing on February 26, 2026.
Comcast reported fourth-quarter 2025 revenue of $32.3 billion, up 1.2% from a year earlier, while net income attributable to Comcast fell 54.6% to $2.2 billion. The prior-year quarter included a $1.9 billion income tax benefit from an internal corporate reorganization, and adjusted EPS fell 12.4% to $0.84, so shareholders see higher sales alongside lower profit per share in the quarter.
Q4 2025 diluted EPS was $0.60, down 52.0%; full-year diluted EPS was $5.39, up 30.1%
Full-year 2025 revenue was $123.7 billion, flat versus 2024; full-year adjusted EPS was $4.31, down 0.6%
Comcast returned $2.7 billion to shareholders in Q4, including $1.2 billion in dividends and $1.5 billion in share repurchases
Free cash flow was $4.4 billion in Q4 and $19.2 billion for the full year, including a $2.0 billion cash tax benefit in Q4 2024
Sherwin-Williams reported fourth-quarter 2025 net sales of $5.60 billion, up 5.6%, and diluted earnings of $1.92 per share, up 1.1%. For full-year 2025, diluted EPS fell 2.7% to $10.26 while adjusted diluted EPS rose 0.9% to $11.43, and the company guided 2026 adjusted diluted EPS to $11.50 to $11.90, which it said is a 2.4% increase at the midpoint.
Q4 2025 net sales were $5,595.9 million, up 5.6%; adjusted diluted EPS rose 6.7% to $2.23.
Full-year 2025 net sales were $23.57 billion, up 2.1%, while diluted EPS fell 2.7% to $10.26.
2026 guidance: diluted EPS of $10.70 to $11.10 and adjusted diluted EPS of $11.50 to $11.90, excluding $0.80 per share of Valspar acquisition-related amortization.
Net operating cash for 2025 was $3.45 billion; the company returned $2.45 billion to shareholders through dividends and repurchases.
Altria reported fourth-quarter and full-year 2025 results on January 29, 2026. Full-year net revenues fell 3.1% to $23.3 billion and reported diluted EPS fell 37.0% to $4.12, while adjusted diluted EPS rose 4.4% to $5.42, and the company guided to 2026 adjusted diluted EPS of $5.56 to $5.72. The same filing says Salvatore Mancuso joined the Board and will become Chief Executive Officer on May 14, 2026.
Full-year net revenues fell 3.1% to $23.3 billion; reported diluted EPS fell 37.0% to $4.12.
Fourth-quarter adjusted diluted EPS was flat at $1.30; reported EPS fell 63.1% to $0.66, mainly due to e-vapor impairment charges.
2026 adjusted diluted EPS guidance is $5.56 to $5.72, growth of 2.5% to 5.5% from $5.42, weighted to the second half.
Salvatore Mancuso was elected to the Board effective January 29, 2026, and becomes CEO effective May 14, 2026.
Tractor Supply reported fourth-quarter 2025 net sales up 3.3% to $3.90 billion, while diluted EPS fell 2.7% to $0.43 from $0.44 a year earlier. Management said fourth-quarter results came in below its expectations and gave fiscal 2026 guidance of net sales growth of 4% to 6% and diluted EPS of $2.13 to $2.23, compared with $2.06 for fiscal 2025.
Q4 2025 net sales rose 3.3% to $3.90 billion; comparable store sales rose 0.3%
Q4 2025 operating income fell 6.5% to $297.7 million; net income fell 3.8% to $227.4 million
Fiscal 2026 guidance: net sales growth of 4% to 6%, net income of $1.11 billion to $1.17 billion, diluted EPS of $2.13 to $2.23
Fiscal 2025 diluted EPS rose 0.9% to $2.06; the company returned $848.5 million to shareholders
L3Harris reported fourth-quarter and full-year 2025 results on January 29, 2026, and initiated 2026 guidance. Full-year revenue rose 3% to $21.9 billion and GAAP diluted EPS rose 8% to $8.53, but fourth-quarter GAAP diluted EPS fell to $1.59 from $2.37, and fourth-quarter operating margin dropped to 7.0% from 10.3%. The company expects 2026 revenue of $23 billion to $23.5 billion and diluted EPS of $11.30 to $11.50.
Fourth-quarter revenue was $5.6 billion, up 2%, with GAAP operating margin of 7.0% versus 10.3% a year earlier
Full-year non-GAAP diluted EPS was $10.73, up 11%, and cash from operations was $3.1 billion, up 21%
2026 guidance: revenue of $23 billion to $23.5 billion, diluted EPS of $11.30 to $11.50, and free cash flow of $3.0 billion
The company reorganized into three segments starting in 2026 and expects the Space Technology majority stake sale to close in the second half of 2026
CNX reported fourth-quarter 2025 net income of $196.3 million, down from $202.1 million in the third quarter, while diluted EPS rose to $1.28 from $1.21 and revenue rose to $610.5 million from $583.8 million. The board also approved a $2.0 billion increase to the stock repurchase program, bringing the amount available to about $2.4 billion as of January 27, 2026.
Q4 2025 total revenue and other operating income was $610.5 million, versus $583.8 million in Q3 2025.
Q4 2025 net income was $196.3 million, versus $202.1 million in Q3 2025; diluted EPS was $1.28, versus $1.21.
Adjusted EBITDAX was $292 million in Q4 2025, versus $298 million in Q3 2025.
The board approved a $2.0 billion repurchase increase on January 27, 2026, with about $2.4 billion now available; the program has no expiration date.
Group 1 Automotive reported record full-year 2025 revenue of $22.6 billion, up 13.2%, but diluted earnings per share from continuing operations fell to $25.13 from $36.72 as non-cash asset impairment charges of $192.8 million weighed on results. The company repurchased about 10.1% of its outstanding shares in 2025 for $554.8 million, and its adjusted diluted EPS, a non-GAAP measure, rose 3.8% to $40.71.
Full-year 2025 revenue was a record $22.6 billion, up 13.2% from $19.9 billion in 2024.
Full-year 2025 net income from continuing operations was $323.7 million, down from $497.0 million.
Fourth-quarter 2025 diluted EPS from continuing operations was $3.47, compared with $7.08 a year earlier, including $68.2 million of asset impairment charges.
Group 1 had $378.7 million remaining under its share repurchase authorization as of December 31, 2025.
CSW Industrials reported fiscal third-quarter 2026 revenue of $233.0 million, up 20.3% mainly from acquisitions, but diluted EPS fell 61.3% to $0.62 and adjusted EPS fell 21.1% to $1.42. Management attributed the profit decline mainly to interest expense on debt used for acquisitions, and organic revenue fell 2.9%. The results show growth in sales alongside lower per-share profit for shareholders.
Quarterly revenue of $233.0 million, up 20.3%, included $45.0 million from acquisitions while organic revenue fell 2.9%
Diluted EPS of $0.62 versus $1.60 a year earlier; adjusted EPS of $1.42 versus $1.80
Net debt of $764.2 million, a net leverage ratio of 2.3x within the company's 1-3x target range
Closed the MARS Parts acquisition for $650 million in cash, funded partly by a $600 million Term Loan A
Lazard reported fourth-quarter 2025 net revenue of $907 million, up 11% from a year earlier, while U.S. GAAP net income fell 42% to $50 million. Adjusted diluted EPS rose 3% to $0.80, and the company also named Tracy Farr as Chief Financial Officer. The mixed results matter to shareholders because GAAP earnings declined even as revenue grew.
Q4 2025 U.S. GAAP net revenue was $907 million, up 11%; full-year net revenue was $3,099 million, up 2%
Q4 2025 U.S. GAAP diluted EPS was $0.45, down 44%; adjusted diluted EPS was $0.80, up 3%
Full-year 2025 U.S. GAAP diluted EPS was $2.17, down 19%; adjusted diluted EPS was $2.44, up 4%
Tracy Farr was appointed Chief Financial Officer; a quarterly dividend of $0.50 per share was declared, payable February 20, 2026
Ameriprise Financial reported fourth quarter 2025 results with adjusted operating earnings per diluted share up 16% to a record $10.83, on adjusted operating net revenues of $4.9 billion, up 10%. GAAP net income per diluted share fell 1% to $10.47 from $10.58, which the company attributed to unfavorable market impacts on derivatives and market risk benefits. The company returned $1.1 billion to shareholders in the quarter, or 101% of adjusted operating earnings.
Adjusted operating EPS was $10.83 for Q4 2025, up from $9.36; full-year adjusted operating EPS was $39.29, up 14%.
GAAP net income per diluted share was $10.47 for Q4 2025, versus $10.58 a year earlier; full-year GAAP EPS was $36.28, up from $33.05.
Adjusted operating net revenues rose 10% to $4.9 billion, and assets under management, administration and advisement reached $1.7 trillion, up 11%.
Capital returned to shareholders was $1.1 billion in Q4 2025 and $3.4 billion for the full year, per the filing.
Caterpillar reported fourth-quarter 2025 sales and revenues of $19.1 billion, up 18% from a year earlier, while GAAP profit per share fell to $5.12 from $5.78. For full-year 2025, sales and revenues reached a record $67.6 billion, but GAAP profit per share declined to $18.81 from $22.05, so shareholders see higher sales alongside lower profit.
Q4 2025 sales and revenues were $19.1 billion, up 18% from $16.2 billion in Q4 2024.
Q4 2025 profit per share was $5.12 versus $5.78; adjusted profit per share was $5.16 versus $5.14.
Full-year 2025 profit per share was $18.81 versus $22.05; adjusted profit per share was $19.06 versus $21.90.
Full-year 2025 enterprise operating cash flow was $11.7 billion, and the company deployed $7.9 billion for share repurchases and dividends.
Brunswick reported fourth-quarter 2025 net sales of $1,333.8 million, up 15.5%, with adjusted diluted EPS of $0.58 versus $0.24 a year earlier. For full-year 2025, GAAP diluted EPS was a loss of $2.06 after $353.1 million of restructuring, exit and impairment charges, while adjusted diluted EPS fell 28.4% to $3.27. The company guided 2026 net sales of $5.6 billion to $5.8 billion and adjusted diluted EPS of $3.80 to $4.40.
Q4 2025 net sales were $1,333.8 million, up 15.5%, and GAAP diluted EPS was $0.28.
Full-year 2025 net sales were $5,362.8 million, up 2.4%, the first full-year sales growth in three years according to the company.
Full-year 2025 GAAP operating loss was $40.7 million, compared with earnings of $311.6 million in 2024.
2026 guidance: net sales of $5.6 billion to $5.8 billion and adjusted diluted EPS of $3.80 to $4.40.
Honeywell reported fourth-quarter 2025 sales of $9.8 billion, up 6%, and adjusted sales of $10.1 billion, up 10%. GAAP earnings per share fell 72% to $0.49, mainly due to one-time charges including an impairment tied to assets held for sale and a charge related to Flexjet litigation, while adjusted EPS rose 17% to $2.59. The company expects 2026 adjusted EPS of $10.35 to $10.65 and now expects the Honeywell Aerospace spin-off in the third quarter of 2026.
Q4 2025 sales were $9,758 million, up 6%; adjusted sales were $10,070 million, up 10%.
Q4 2025 operating income fell 35% to $996 million; operating margin was 10.2%, down 640 basis points.
2026 outlook: adjusted EPS of $10.35 to $10.65, up 6% to 9%, and sales of $38.8 billion to $39.8 billion.
The Honeywell Aerospace spin-off is now expected in the third quarter of 2026, ahead of prior expectations.
Dow announced Transform to Outperform, a company-wide plan to simplify operations and cut costs, targeting at least $2 billion in near-term Operating EBITDA improvement. The plan includes a workforce reduction of approximately 4,500 roles and about $1.1-1.5 billion in one-time costs, recorded in 2026 and 2027, which will weigh on near-term results and cash before the targeted benefits build.
Board approved severance and related benefit costs for about 4,500 roles globally on January 26, 2026
Anticipated one-time costs of about $1.1-1.5 billion, including about $600-800 million in severance and about $500-700 million in other costs
Targets $500 million in-year Op. EBITDA gain in 2026 and $1.2 billion incremental in 2027, with cash costs of $800-1,000 million in 2026 and $300-500 million in 2027
Company will file an amendment if charges and future cash payments differ materially from current estimates
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