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).
Azenta, Inc. disclosed that director Alan P. Malus resigned from its Board of Directors effective January 29, 2026. The company said the resignation was not due to any disagreement and that Malus has taken a full-time role with another company that will limit his time for Azenta duties.
Alan P. Malus resigned from the Board effective January 29, 2026
He also served on the Human Resources and Compensation Committee
Company states no disagreement with Azenta or its Board on operations, policies, or practices
Resignation attributed to Malus assuming full-time responsibilities at another company
Rayonier closed its merger with PotlatchDeltic on January 30, 2026, converting each PotlatchDeltic share into 1.8185 Rayonier common shares and $0.61 in cash. The Rayonier board was reconstituted to ten directors, and the combined company will keep the Rayonier name and trade under RYN starting February 2, 2026.
Each PotlatchDeltic common share converted into 1.8185 Rayonier common shares plus $0.61 in cash
Rayonier issued approximately 140.9 million common shares in connection with the merger
Eric J. Cremers, former PotlatchDeltic CEO, became Executive Chairman for a two-year term; Scott R. Jones became Lead Independent Director
Mark D. McHugh will serve as President and CEO for a four-year term, with an annual base salary of $950,000
Helix Acquisition Corp. III, a blank check company, 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 full $172.5 million was placed in a U.S.-based trust account, and the company has 24 months to complete a business combination but has not yet selected a target, so shareholder funds remain in trust rather than in an operating business.
IPO closed January 26, 2026: 17,250,000 Class A ordinary shares at $10.00 each, including 2,250,000 from the over-allotment option, for $172.5 million gross proceeds.
Concurrent private placement of 497,500 Class A shares at $10.00 each to sponsor Helix Holdings III LLC, for $4.975 million gross proceeds.
$172.5 million placed in trust account, with Continental Stock Transfer & Trust Company as trustee.
Company has 24 months from the IPO closing to complete a business combination; no target has been selected.
Lafayette Digital Acquisition Corp. I, a blank check company, said holders of its units may separate them into Class A ordinary shares and warrants starting on or about February 4, 2026. Separated shares and warrants will trade on Nasdaq under ZKP and ZKPW, while units not separated continue to trade as ZKPU. The filing is administrative and does not describe a business combination or change in financial results.
Separate trading of Class A ordinary shares and warrants begins on or about February 4, 2026.
Each unit consists of one Class A ordinary share and one-fourth of one redeemable warrant.
Separated securities trade under ZKP (shares) and ZKPW (warrants); units not separated continue under ZKPU.
Unit holders must contact Continental Stock Transfer & Trust Company through their brokers to separate units.
IBM's board elected Ramon Laguarta, chairman and chief executive officer of PepsiCo, to its board of directors, effective March 1, 2026. He will join the Directors and Corporate Governance Committee, and the filing furnishes the related press release as Exhibit 99.1.
Ramon L. Laguarta, 62, is chairman and CEO of PepsiCo and has led the company since 2018.
Board election is effective March 1, 2026; he will join the Directors and Corporate Governance Committee.
Arvind Krishna, IBM chairman, president and CEO, said Laguarta's technology transformation background would help IBM deliver value to shareholders.
Legato Merger Corp. IV, a blank check company with no operations, completed its initial public offering on January 26, 2026, selling 23,000,000 units at $10.00 each for gross proceeds of $230,000,000. The $230,000,000 was placed in a trust account, and the company must complete an initial business combination within 24 months (or 27 months if a deal agreement is signed in that period), or redeem the public shares.
23,000,000 units sold at $10.00 each on January 26, 2026, including 3,000,000 over-allotment units exercised in full on January 23, 2026; gross proceeds of $230,000,000
Private placement of 550,000 units at $10.00 each for $5,500,000 to initial shareholders and IPO underwriters, completed simultaneously
$230,000,000 placed in trust account; transaction costs of $12,001,028 and $2,466,163 in cash held outside the trust
Company has until the end of its combination period (24 months, or 27 months with a signed agreement) to complete a business combination
Rithm Acquisition Corp. received a notice on January 26, 2026 from the New York Stock Exchange saying it is not in compliance with the minimum of 300 public stockholders required by Section 802.01B of the NYSE Listed Company Manual. The company must submit a business plan showing how it will regain compliance within 18 months, and the company's securities remain listed and traded while the NYSE reviews that plan, but the NYSE may start suspension and delisting procedures if the plan is not met or accepted.
NYSE notice received January 26, 2026 under Section 802.01B, which requires at least 300 public stockholders on a continuous basis
Business plan due within 45 days of receipt; the company's press release says it must bring itself into compliance by no later than March 12, 2026
Listing continues during an 18-month cure period if the NYSE approves the plan; the NYSE may begin suspension and delisting procedures if the plan fails
Chevron's independent directors completed their annual review of executive pay on January 28, 2026, approving a $75,000 base salary increase for Chairman and CEO Michael K. Wirth and ratifying smaller raises for other named executive officers, effective March 1, 2026. The filing also covers incentive target percentages, which were left unchanged, and equity award values for 2026 grants, which shareholders may track in future proxy and SEC filings.
Wirth's annual base salary rises $75,000 to $1,975,000; CFO Eimear P. Bonner's rises $50,000 to $1,100,000
Mark A. Nelson's base salary rises $25,000 to $1,350,000; R. Hewitt Pate's rises $50,000 to $1,250,000
Target bonus percentages under the Chevron Incentive Plan are unchanged for 2026, including 165 percent for Wirth
Equity award values of $23,000,000 for Wirth, $5,094,000 for Bonner, $8,533,800 for Nelson and $7,641,000 for Pate, with a February 1, 2026 grant date
Becton Dickinson's board adopted an executive severance plan effective January 27, 2026, covering named executive officers and other eligible managers whose employment is terminated without cause. At its January 27, 2026 annual meeting, shareholders approved adding 3,935,000 shares to the 2004 equity-based compensation plan and approved all board nominees and the other proposals.
Severance plan: CEO receives 1.5x base salary and target bonus in a lump sum; Executive Leadership Team members receive 1.0x; Business Unit Presidents and other eligible participants receive 1.0x base salary.
Equity plan: shareholders approved an increase of 3,935,000 shares available for awards under the 2004 Plan.
Proposal 4 vote: 232,072,981 for, 8,310,708 against, 1,170,610 abstentions.
Ernst & Young ratified as independent auditor for fiscal 2026 with 240,467,316 votes for and 16,959,702 against.
Space Asset Acquisition Corp. closed its initial public offering on January 29, 2026, selling 23,000,000 units at $10.00 per unit for $230,000,000 in gross proceeds, including the full exercise of the underwriters' over-allotment option. The company placed $230,000,000 in a U.S.-based trust account, and those funds generally stay there until a business combination, a shareholder-approved redemption, or the return of funds to public shareholders within 24 months of the IPO closing if no combination is completed. For shareholders, the filing details how the capital was raised and the conditions that govern use of the trust funds.
IPO closed January 29, 2026: 23,000,000 units at $10.00 per unit, including 3,000,000 over-allotment units, for $230,000,000 in gross proceeds.
Private placement of 645,000 units at $10.00 per unit for $6,450,000; the Sponsor bought 415,000 units and BTIG, LLC bought 230,000 units.
$230,000,000 placed in a trust account maintained by Efficiency INC.; trust funds are generally not released before a business combination, a qualifying shareholder redemption, or 24 months after the IPO closing.
Eric Zahler, Anders Johnson and Celeste Ford were appointed independent directors on January 27, 2026; each received 25,000 Class B ordinary shares as director compensation.
X3 Acquisition Corp. Ltd. sold an additional 2,500,000 units on January 26, 2026, through a partial exercise of the underwriters' over-allotment option, for gross proceeds of $25 million. The filing says $225 million of IPO and private placement proceeds is now held in a trust account for public shareholders, and the balance sheet adjustments reflect that deposit.
Underwriters bought 2,500,000 over-allotment units at $10.00 per unit on January 26, 2026, for $25,000,000 in gross proceeds, out of up to 3,000,000 units allowed.
The sponsor, X3 Acquisition Management LLC, bought 375,000 additional private placement warrants at $1.00 each, for $375,000, and owes the company $375,000 for the related funds advanced.
A total of $225,000,000 from the IPO and private placements was placed in the trust account as of January 26, 2026.
The underwriters have 45 days from the January 22, 2026 IPO date to buy the remaining 500,000 units.
First Advantage Corporation disclosed that director Bianca Stoica resigned from its Board of Directors and the Compensation Committee, effective immediately, after notifying the Board on January 29, 2026. The filing states her resignation was not due to any disagreement with the company, its management, or the Board on operations, policies or practices. The filing does not name a successor or provide financial figures.
Bianca Stoica notified the Board of her resignation on January 29, 2026.
Resignation covers her seat on the Board and on the Compensation Committee, effective immediately.
The company states the resignation was not due to any disagreement on operations, policies or practices.
OPENLANE, Inc. disclosed that director Sanjeev Mehra resigned from its Board of Directors effective January 29, 2026. The company states the resignation was not related to any disagreement with it on operations, policies or practices.
Sanjeev Mehra notified the company of his board resignation on January 29, 2026, effective that day.
The filing states the resignation was not due to any disagreement with the company on operations, policies or practices.
The 8-K does not name a replacement director or describe board changes beyond this resignation.
Intuit entered a $5.8 billion unsecured short-term revolving credit facility with JPMorgan Chase Bank as administrative agent, maturing March 31, 2026. The company may use borrowings only to fund its early tax refund offering, which provides eligible customers access to federal refunds up to five days before IRS settlement. The company has not borrowed under the facility to date.
Mondelez International said CFO Luca Zaramella will also serve as Chief Operating Officer starting February 1, 2026, overseeing commercial operations in its four geographical regions and the corporate sales, marketing and supply chain functions. The company is searching for a successor for the CFO role and expects to announce one at a later date, so the leadership change is not yet complete for shareholders.
Zaramella, 56, has been CFO since August 2018 and joined the company in 1996.
Zaramella's COO role takes effect February 1, 2026, in addition to his CFO duties.
Approved 2026 pay: base salary of $1,250,000, target annual incentive of 150% of base salary, and long-term incentive target value of $7,225,000.
The company is conducting a search for a CFO successor and expects to announce one at a later date.
Power Integrations amended and restated its bylaws on January 27, 2026, updating stockholder meeting, nomination, and forum procedures. The Talent and Compensation Committee also raised the shares reserved under its inducement award plan by 500,000 to 850,000, adopted without stockholder approval for new hires. The filing describes governance procedures and equity grant capacity, not financial results.
Board amended and restated bylaws effective January 27, 2026, including universal proxy and stockholder nomination rules.
Bylaws now name the Delaware Court of Chancery and federal district courts as exclusive forums for certain proceedings.
Inducement plan shares reserved increased by 500,000 to a total of 850,000 shares of common stock.
Inducement plan awards are limited to individuals not previously employees or directors, adopted under Nasdaq Rule 5635(c)(4).
Robinhood's two broker-dealer subsidiaries, Robinhood Financial LLC and Robinhood Securities, LLC, furnished their Rule 606(a) order routing reports for the fourth quarter of 2025. The reports are unaudited, are made without commentary, and do not present Robinhood's consolidated results. The filing contains no consolidated earnings, revenue, or guidance figures.
Reports cover the fourth quarter of 2025 for Robinhood Financial LLC and Robinhood Securities, LLC, furnished as Exhibits 99.1 and 99.2.
The filing states the reports are unaudited, made without commentary, and should be read with Robinhood's Forms 10-Q and 10-K.
Robinhood Securities, LLC passes 80% of revenue from third-party market centers to Robinhood Financial LLC under a revenue and cost allocation agreement.
The filing lists Item 2.02 Results of Operations but refers to Item 7.01 and reports no financial results.
Cincinnati Financial's board declared a regular quarterly cash dividend of 94 cents per share, up 8% from the 87-cent dividend paid January 15, 2026. The same day, the company named three associates as executive officers and elected them to the boards of its property casualty subsidiaries, a routine change in leadership roles.
Quarterly dividend of 94 cents per share, up 8% from 87 cents
Dividend payable April 15, 2026, to shareholders of record as of March 24, 2026
Luyang Fu, Ph.D., named senior vice president and chief actuary
R. Phillip Sandercox named senior vice president, heading Cincinnati Re; Andrew M. Schnell named senior vice president and treasurer
NRG Energy completed its acquisition of 18 natural-gas-fired generation facilities and the CPower virtual power plant platform from LS Power, which the company says doubles its generation fleet to about 25 GW. The purchase price included $6.4 billion in cash, 24,250,000 newly issued NRG common shares, and about $3.2 billion of assumed debt, so the deal adds both cash and debt obligations and dilutes existing holders.
Purchase price: $6.4 billion in cash, 24,250,000 shares of common stock issued to sellers, and about $3.2 billion of assumed debt.
Acquired 18 natural-gas-fired facilities totaling about 13 GW, plus CPower's commercial and industrial VPP platform.
Cash portion funded partly by October 8, 2025 notes ($1.25 billion senior secured and $3.65 billion senior unsecured) and revolver borrowings.
Sellers' shares are locked up until July 30, 2026; NRG must file a Form S-3 resale registration for those shares; $1,500 million Lightning notes due 2032 and a $1.75 billion term loan were also disclosed.
On January 28, 2026, Cullen/Frost's board elected Marsha M. Shields and Jeffrey M. Rummel as directors and expanded the board from thirteen to fifteen members. Director Chris Avery notified the company on January 27, 2026, that he will retire and not stand for re-election when his term expires at the 2026 annual meeting, scheduled for April 29, 2026. The filing contains no financial figures; the changes concern board composition and independence.
Marsha M. Shields and Jeffrey M. Rummel elected directors on January 28, 2026; board size raised from 13 to 15.
Chris Avery notified the company on January 27, 2026, of his retirement; his term ends at the annual meeting scheduled for April 29, 2026.
Rummel was managing partner of Ernst & Young's San Antonio office from 2020 to June 2025; Shields is CEO and Managing Partner of McCombs Enterprises.
Both new directors were determined to be independent and will serve on the Audit and Risk Committees; Shields has an ownership stake in entities with 2025 banking transactions with the company.
Source Capital said its average discount to net asset value stayed under 10% for 2025, so no tender offer will occur for that year. The board also extended the discount management program through 2027 and approved a contingent tender offer for 2027, which would be triggered only if the average discount exceeds 10%.
No 2025 tender offer, because the average discount to NAV for January 1 to December 31, 2025 was under 10%
Fund traded at a premium in Q4 2025, peaking at 1.20% above NAV on November 28, 2025
Program extended through December 31, 2027; a 2027 tender would cover 10% of outstanding shares at 98% of NAV if the average discount exceeds 10%
As of December 31, 2025, about 21.7% of NAV was in private credit, and about 25.9% of NAV including committed capital
SM Energy completed its all-stock merger with Civitas Resources on January 30, 2026, and the combined company will keep the SM ticker. The company also amended its credit agreement, raising lender commitments and the borrowing base and extending the facility's maturity, and it assumed Civitas's senior notes, which now add to its debt.
Both companies' stockholders approved the merger on January 27, 2026; Beth McDonald became CEO and the board grew to 11 members.
Revolving commitments rose from $2.0 billion to $2.5 billion, the borrowing base rose from $3.0 billion to $5.0 billion, and maturity was extended to January 30, 2031.
The company assumed five series of Civitas senior notes, with coupons from 5.000% to 9.625% and maturities from 2026 to 2033.
The company said it expects $200 million to $300 million in annual synergies and at least $1.0 billion in divestitures over the next year.
Tompkins Financial reported fourth-quarter 2025 GAAP diluted earnings per share of $6.70, up from $1.37 a year earlier, with net income of $96.2 million. The increase was driven mainly by a $188.2 million pre-tax gain on the sale of Tompkins Insurance Agencies to Arthur J. Gallagher & Co., partly offset by a $78.7 million pre-tax loss on securities sales. The company also declared a $0.67 per-share dividend, and its non-GAAP operating diluted EPS was $1.78.
GAAP diluted EPS of $6.70 for Q4 2025 vs. $1.37 for Q4 2024; net income of $96.2 million vs. $19.7 million
Sale of Tompkins Insurance Agencies to Arthur J. Gallagher & Co. for about $223.0 million in cash produced a $188.2 million pre-tax gain
Sale of $564.2 million of available-for-sale securities produced a $78.7 million pre-tax loss; non-GAAP operating diluted EPS was $1.78
Board declared $0.67 per share dividend on January 29, 2026, payable February 22, 2026, to holders of record February 13, 2026
Moog reported record fiscal first quarter 2026 net sales of $1.1 billion, up 21% from the prior-year quarter, and diluted earnings per share of $2.46, up 38%. The company raised its fiscal 2026 net sales and adjusted EPS guidance, while free cash flow was a use of $79 million in the quarter.
Net sales rose 21% to $1.1 billion; diluted EPS was $2.46 versus $1.78 a year earlier
FY 2026 net sales guidance raised to $4.3 billion from $4.2 billion; adjusted diluted EPS guidance raised to $10.20 from $10.00
Free cash flow was negative $79 million in the quarter, driven primarily by inventory build and payment timing
Board declared a quarterly dividend of $0.30 per share, payable February 26, 2026, to holders of record as of February 17, 2026
Illumina completed its acquisition of SomaLogic and related aptamer-based and functional proteomics assets from Standard BioTools on January 30, 2026, paying $350 million in cash at closing, subject to customary adjustments. The deal adds up to $75 million in potential milestone payments and royalties tied to product and service revenue, and Illumina said it funded the purchase with cash on hand. The filing does not give financial results for the acquired business, which Illumina said it will discuss on its February 5, 2026 earnings call.
Purchase price of $350 million in cash at closing, subject to customary adjustments
Up to $75 million in potential milestone payments to Standard BioTools, plus royalty streams
Transaction completed January 30, 2026; agreement dated June 22, 2025
Illumina will discuss the financial implications on its February 5, 2026 earnings call
Franklin Resources reported first-quarter fiscal 2026 results for the quarter ended December 31, 2025, with net income attributable to the company of $255.5 million, or $0.46 per diluted share, up from $163.6 million, or $0.29, a year earlier. Operating revenues were $2,327.1 million, up 3% from a year earlier but down 1% from the prior quarter, and long-term net inflows were $28.0 billion. The company's own adjusted diluted earnings per share were $0.70, compared with $0.59 a year earlier.
Net income attributable to Franklin Resources was $255.5 million, or $0.46 per diluted share, versus $163.6 million, or $0.29, a year earlier and $117.6 million, or $0.21, in the prior quarter.
Operating revenues were $2,327.1 million, up 3% year over year and down 1% from the prior quarter; operating income was $281.0 million.
Long-term net inflows were $28.0 billion, compared with net outflows of $11.9 billion in the prior quarter; ending AUM was $1,684.0 billion.
Adjusted diluted earnings per share, a non-GAAP measure, were $0.70, versus $0.67 in the prior quarter and $0.59 a year earlier.
Verizon said its 2026 earnings and cash flow expectations rest on significant changes to its cost structure and market strategy. The company plans to return about $55 billion to stockholders through dividends and buybacks through the end of 2028, and its board declared a higher quarterly dividend and a new $25 billion share repurchase authorization.
Quarterly dividend declared at $0.7075 per share, payable May 1, 2026, to holders of record on April 10, 2026
Annualized dividend increase of $0.07 per share, or 2.5%
New share repurchase program authorized for up to $25 billion of common stock
Company expects to repurchase at least $3 billion of common stock in 2026
First Hawaiian reported fourth-quarter 2025 net income of $69.9 million, or $0.56 per diluted share, down from $73.8 million, or $0.59 per share, in the prior quarter but up from $52.5 million, or $0.41 per share, a year earlier. The Board also adopted a stock repurchase program of up to $250.0 million and declared a quarterly dividend of $0.26 per share.
Net income $69.9 million vs $73.8 million in Q3 2025 and $52.5 million in Q4 2024
Diluted EPS $0.56 vs $0.59 in Q3 2025 and $0.41 in Q4 2024
Provision for credit losses $7.7 million vs $4.5 million in Q3 2025
Board adopted a repurchase program for up to $250.0 million; quarterly dividend of $0.26 payable February 27, 2026
Alpha Metallurgical Resources reported preliminary, unaudited fourth quarter 2025 results with a net loss of $17.3 million, or $1.34 per diluted share, and Adjusted EBITDA of $28.5 million. CEO Andy Eidson said late-quarter pricing gains pushed most of the benefit into the first quarter of 2026, while full year costs were at the lower end of guidance. The company will release audited results on February 27, 2026, and the preliminary figures may change.
Net loss of $17.3 million, or $1.34 per diluted share, for the quarter ended December 31, 2025
Adjusted EBITDA of $28.5 million, excluding about $6 million in non-recurring costs from the November 2025 water inundation at the Rolling Thunder mine
Met segment sold 3.8 million tons at $115.31 per ton, with coal revenues of $519.1 million
Total liquidity of $524.3 million at December 31, 2025; about $20 million spent repurchasing roughly 113,000 shares in the fourth quarter
Gentex reported fourth-quarter 2025 consolidated net sales of $644.4 million, up 19% year over year with the VOXX acquisition included, and diluted EPS of $0.43 versus $0.39. Core Gentex sales were about flat at $541.0 million, while full-year 2025 diluted EPS fell to $1.74 from $1.76 and net income attributable to Gentex declined to $384.8 million from $404.5 million. The company also gave 2026 revenue guidance of $2.60 to $2.70 billion and 2027 revenue guidance of $2.75 to $2.85 billion.
Q4 2025 consolidated net sales $644.4 million, up from $541.6 million; core Gentex sales $541.0 million
Amgen and Kyowa Kirin signed a Termination Agreement on January 30, 2026, to end their License and Collaboration Agreement dated June 1, 2021. The termination takes effect only after regulatory approval is received, and the filing gives no financial terms or reasons.
Termination Agreement dated January 30, 2026 with Kyowa Kirin Co., Ltd.
Ends the License and Collaboration Agreement dated June 1, 2021
Termination is effective upon receipt of regulatory approval
Agreement filed as Exhibit 10.1; portions omitted as not material
WisdomTree reported fourth quarter 2025 operating revenues of $147.4 million and net income of $40.0 million, or $0.28 per diluted share, compared with $0.13 per share in the third quarter of 2025 and $0.18 in the fourth quarter of 2024. The company attributed the revenue growth mainly to the Ceres Acquisition, and its board declared a $0.03 quarterly dividend.
Operating revenues were $147.4 million, up 17.4% from the third quarter of 2025 and 33.2% from the fourth quarter of 2024.
Net income was $40.0 million, or $0.28 per diluted share, versus $27.3 million and $0.18 per share in the fourth quarter of 2024.
Ending assets under management were $144.5 billion, with net outflows of $0.3 billion in the quarter.
The $0.03 per share dividend is payable February 25, 2026 to stockholders of record on February 11, 2026.
Colgate-Palmolive reported fourth quarter 2025 net sales up 5.8% to $5,230 million, but GAAP diluted EPS was $(0.05) versus $0.90 a year earlier, driven by a $794 million after-tax goodwill and intangible asset impairment tied to the skin health business. Excluding these items, Base Business EPS rose 4% to $0.95. The company also guided 2026 net sales growth of 2% to 6% and GAAP double-digit EPS growth.
Q4 2025 net sales rose 5.8% to $5,230 million; organic sales rose 2.2%.
GAAP diluted EPS was $(0.05), down 106%, after a $794 million after-tax impairment charge on skin health goodwill and intangibles.
Base Business EPS rose 4% to $0.95; full-year 2025 GAAP EPS fell 25% to $2.63.
2026 guidance: net sales up 2% to 6%, organic sales growth of 1% to 4%, and GAAP double-digit EPS growth.
IES Holdings reported fiscal 2026 first-quarter revenue of $871 million, up 16%, and operating income of $97.7 million, up 31%. Diluted EPS was $4.51 versus $2.72, though the result includes a $16.9 million unrealized gain on marketable securities, and the company completed its $192.0 million acquisition of Gulf Island Fabrication after quarter end.
Revenue of $871 million, up 16% from $750 million; operating income of $97.7 million, up 31% from $74.6 million.
Diluted EPS of $4.51 vs $2.72; diluted adjusted EPS of $3.71 vs $2.64, excluding the $16.9 million securities gain.
Residential revenue fell 11% to $284.1 million, and segment operating income dropped to $8.9 million from $23.8 million.
Acquired Gulf Island Fabrication in January 2026 for an aggregate equity value of $192.0 million; the company reported $88.8 million cash and no debt at quarter end.
Air Products reported first quarter fiscal 2026 results on January 30, 2026, with GAAP operating income of $735 million, up 14%, and GAAP EPS of $3.04, up 10%. Adjusted EPS of $3.16 was above the top end of the company's guidance, and it kept its full-year fiscal 2026 adjusted EPS guidance of $12.85 to $13.15, which matters to shareholders because it signals management's expectations for the year.
First quarter sales of $3.1 billion rose 6%, while volumes were flat due to lower helium demand.
Adjusted EPS of $3.16 rose 10% and exceeded the top end of prior guidance; adjusted operating income of $757 million rose 12%.
Fiscal 2026 second quarter adjusted EPS guidance is $2.95 to $3.10; full-year capital expenditures are still expected to be about $4.0 billion.
Quarterly dividend increased to $1.81 per share, the 44th consecutive year of dividend increases.
Church & Dwight reported fourth-quarter 2025 net sales of $1,644.2 million, up 3.9%, and adjusted EPS of $0.86, up 11.7%, while reported EPS fell to $0.60 after a $45.6 million after-tax charge tied to its VMS exit. For 2026, the company expects organic sales growth of 3% to 4% and adjusted EPS growth of 5% to 8%, while reported sales are expected to decline 0.5% to 1.5% because of 2025 business exits.
Q4 2025 organic sales rose 0.7%, below the company's outlook of approximately 1.5%.
Full-year 2025 net sales were $6,203.2 million, up 1.6%, and reported diluted EPS was $3.02 versus $2.37 in 2024.
The quarterly dividend rises 4.2% to $0.3075 per share, payable March 2, 2026.
The company expects Q1 2026 adjusted EPS of $0.92 per share and repurchased $900 million of shares in 2025.
Charter Communications reported fourth-quarter 2025 revenue of $13.6 billion, down 2.3% year over year, and net income attributable to Charter shareholders of $1.3 billion, down 9.1%. Fourth-quarter Adjusted EBITDA fell 1.2% to $5.7 billion, while full-year 2025 free cash flow rose to $5.0 billion from $4.3 billion, and the company expects 2026 capital expenditures of approximately $11.4 billion.
Fourth-quarter revenue was $13.6 billion, down 2.3%, driven by lower residential video and political advertising revenue.
Fourth-quarter net income attributable to Charter shareholders was $1.3 billion, compared with $1.5 billion a year earlier.
Total Internet customers declined by 119,000 in the quarter to 29.7 million, while total mobile lines rose by 428,000 to 11.8 million.
Full-year 2025 free cash flow was $5.0 billion, up from $4.3 billion; Charter expects full-year 2026 capital expenditures of approximately $11.4 billion.
American Express reported full-year 2025 revenue net of interest expense of $72.2 billion, up 10%, and diluted EPS of $15.38, up 10% from $14.01. The company forecast 2026 revenue growth of 9% to 10% and EPS of $17.30 to $17.90, and plans to raise its quarterly dividend about 16%. These figures point to continued growth and higher dividend payments for shareholders, though the 2026 outlook is forward-looking and subject to the risks listed in the filing.
Full-year 2025 net income was $10.8 billion, up 7% from $10.1 billion; EPS excluding the prior-year Accertify gain rose 15% to $15.38.
Fourth-quarter 2025 net income was $2.46 billion, up 13%, and diluted EPS was $3.53, up 16%.
2026 guidance calls for revenue growth of 9% to 10% and EPS of $17.30 to $17.90.
The quarterly dividend is planned to rise about 16%, from $0.82 to $0.95 per share, starting with the first-quarter 2026 declaration.
Regeneron reported fourth quarter 2025 total revenues of $3.9 billion, up 3% from a year earlier, while fourth quarter GAAP earnings per diluted share fell 2% to $7.86. For full year 2025, revenues rose 1% to $14.3 billion and GAAP EPS rose 8% to $41.48, and the company also gave full year 2026 financial guidance.
Q4 2025 total revenues were $3,884 million, up 3% from $3,789 million in Q4 2024.
Q4 2025 GAAP EPS was $7.86 versus $8.06; non-GAAP EPS was $11.44 versus $12.07.
Full year 2025 GAAP EPS was $41.48 versus $38.34; full year non-GAAP EPS was $44.31 versus $45.62.
The company repurchased $3.5 billion of its stock in 2025 and declared a $0.94 per share dividend payable March 5, 2026.
Aon reported fourth-quarter and full-year 2025 results on January 30, 2026. Q4 revenue rose 4% to $4.3 billion and full-year revenue rose 9% to $17.2 billion, with 6% full-year organic growth. Q4 diluted EPS jumped 138%, reflecting $1.2 billion of other income that primarily came from gains on the sale of NFP Wealth, while adjusted EPS rose 10%. Aon also introduced 2026 guidance calling for mid-single-digit or greater organic revenue growth and 70 to 80 basis points of adjusted operating margin expansion.
Q4 2025 total revenue was $4.3 billion, up 4%, with 5% organic revenue growth.
Q4 diluted EPS was $7.82 versus $3.28; adjusted EPS was $4.85 versus $4.42.
Full-year 2025 revenue was $17.2 billion, up 9%; diluted EPS was $17.02 versus $12.49, and adjusted EPS was $17.07 versus $15.60.
2026 guidance: mid-single-digit or greater organic revenue growth, 70 to 80 basis points of adjusted operating margin expansion, strong adjusted EPS growth and double-digit free cash flow growth.
LyondellBasell reported a fourth-quarter 2025 net loss of $140 million, or $0.45 per diluted share, on sales of $7,091 million, compared with a $890 million loss on $7,727 million of sales in the prior quarter. For full year 2025, the company posted a net loss of $738 million after net income of $1,367 million in 2024, with sales down to $30,153 million from $33,394 million. The company also raised its Cash Improvement Plan target to $1.3 billion by the end of 2026, which it says supports cash generation for shareholders.
Q4 2025 net loss of $140 million, or $0.45 per diluted share, versus a net loss of $603 million in Q4 2024
Full year 2025 net loss of $738 million, or $2.34 per diluted share, versus net income of $1,367 million in 2024
Excluding identified items, full year 2025 earnings were $1.70 per diluted share, compared with $6.22 in 2024
Cash Improvement Plan target raised from $1.1 billion to $1.3 billion by year-end 2026; 2026 capital expenditures planned at $1.2 billion
Verizon reported fourth-quarter 2025 revenue of $36.4 billion, up 2.0% from a year earlier, and 616,000 postpaid phone net additions, up from 504,000. Reported EPS fell to $0.55 from $1.18 as selling, general and administrative expense rose 26.0%, while adjusted EPS, which excludes special items, was $1.09. The company also guided to 2026 adjusted EPS of $4.90 to $4.95 and free cash flow of $21.5 billion or more, and said the Frontier acquisition closed on January 20, 2026.
Q4 2025 total operating revenue $36.4 billion, up 2.0%; net income $2.4 billion versus $5.1 billion a year earlier
Q4 2025 EPS $0.55 (diluted $0.55 vs $1.18) and adjusted EPS $1.09; full-year 2025 EPS $4.06 and adjusted EPS $4.71
2026 outlook: adjusted EPS $4.90 to $4.95, 750,000 to 1.0 million postpaid phone net additions, free cash flow of $21.5 billion or more
Frontier acquisition closed January 20, 2026, expanding fiber access to over 30 million homes and businesses
Chevron reported unaudited fourth quarter 2025 earnings of $2.8 billion, or $1.39 per diluted share, down from $3.2 billion, or $1.84 per share, a year earlier. Adjusted earnings were $3.0 billion ($1.52 per share), also lower than the $3.6 billion ($2.06 per share) a year earlier, and the company announced a 4 percent increase in its quarterly dividend to $1.78 per share, which shareholders may view as a positive sign for cash returns.
Q4 2025 earnings were $2.8 billion ($1.39 per diluted share) versus $3.2 billion ($1.84) in Q4 2024; adjusted earnings were $3.0 billion ($1.52) versus $3.6 billion ($2.06).
Sales and other operating revenues were $45.8 billion in Q4 2025 versus $48.3 billion in Q4 2024.
Quarterly dividend rises 4 percent to $1.78 per share, payable March 10, 2026, to holders of record on February 17, 2026.
Full-year 2025 cash flow from operations was $33.9 billion and the company returned $27.1 billion to shareholders during the year.
Autoliv reported fourth-quarter 2025 net sales of $2,817 million, up 7.7%, and adjusted diluted EPS of $3.19, up 4.7%, while GAAP diluted EPS fell 3.8% to $2.98. For full year 2026 it guided to around 0% organic sales growth, an adjusted operating margin of around 10.5-11.0%, and operating cash flow of around $1.2 billion, and said Q1 2026 adjusted operating margin will be considerably weaker than Q1 2025.
Q4 2025 net sales of $2,817 million, up 7.7%; organic sales growth of 4.2%
Diluted EPS of $2.98 (down 3.8%); adjusted diluted EPS of $3.19 (up 4.7%)
Full year 2026 guidance: organic sales growth around 0%, adjusted operating margin around 10.5-11.0%
Management expects Q1 2026 adjusted operating margin to be considerably weaker than Q1 2025
Flagstar Bank reported net income attributable to common stockholders of $21 million, or $0.05 per diluted share, for the fourth quarter ended December 31, 2025, compared with a net loss of $45 million in the third quarter. For the full year 2025, the bank reported a net loss attributable to common stockholders of $210 million, or $0.50 per diluted share, versus $1,153 million in 2024. Shareholders see a return to quarterly profit, though the company still posted a full-year loss.
Q4 2025 net income attributable to common stockholders was $21 million, or $0.05 per diluted share, versus a $45 million loss ($0.11 per share) in Q3 2025 and a $196 million loss ($0.47 per share) in Q4 2024.
Full-year 2025 net loss attributable to common stockholders was $210 million, or $0.50 per diluted share, compared with a $1,153 million loss ($3.49 per share) for 2024.
ArcBest reported fourth quarter 2025 revenue of $972.7 million, down from $1.0 billion a year earlier, and a net loss from continuing operations of $8.1 million, or $0.36 per diluted share, which included a $9.1 million after-tax noncash impairment charge. For full-year 2025, revenue was $4.0 billion versus $4.2 billion, and net income from continuing operations fell to $60.1 million, or $2.62 per diluted share, from $173.4 million, a figure that included a $67.9 million after-tax benefit from a reduction in contingent consideration. The company returned more than $86 million to shareholders in 2025 through share repurchases and dividends.
Q4 2025 net loss from continuing operations of $8.1 million ($0.36 per diluted share) versus net income of $29.0 million ($1.24 per diluted share) in Q4 2024
Full-year 2025 non-GAAP net income of $84.8 million ($3.70 per diluted share) versus $149.7 million ($6.28 per diluted share) in 2024
Asset-Light operating loss of $15.3 million for 2025 versus operating income of $58.4 million in 2024
$100.8 million of share repurchase authorization remained as of January 28, 2026
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