1,673 material Form 8-K filings that 1,260 companies we cover made with the SEC in February 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).
CorVel Corporation reported results for the three and nine months ended December 31, 2025, in a press release furnished as Exhibit 99.1 to a Form 8-K dated February 3, 2026. Both nine-month revenue and diluted earnings per share rose, and third-quarter revenue and diluted EPS also increased year over year, which indicates improved results for shareholders.
Nine-month revenue was $710 million, up 7% from $664 million a year earlier.
Nine-month diluted EPS was $1.53, up 16% from $1.32.
Third-quarter revenue was $236 million, up 3%, and diluted EPS was $0.47, up from $0.46.
The company ended the quarter with $230 million in cash and no borrowings and repurchased $13.4 million of common stock during the quarter.
PepsiCo reported fourth-quarter 2025 net revenue of $29.3 billion, up from $27.8 billion a year earlier, and EPS of $1.85 versus $1.11. For the full year, net revenue rose 2.3% to $93.9 billion, but EPS fell to $6.00 from $6.95, mainly due to impairment charges of $1.99 billion, primarily related to the Rockstar brand. The company affirmed its 2026 guidance and raised its annualized dividend 4% to $5.92 per share, while announcing a new buyback of up to $10 billion through February 28, 2030.
Q4 2025 net revenue $29,343 million vs. $27,784 million; EPS $1.85 vs. $1.11 (up 68%)
Full-year 2025 net revenue $93,925 million vs. $91,854 million (up 2.3%); EPS $6.00 vs. $6.95 (down 14%)
Full-year 2025 impairment of intangible assets $1,993 million, primarily related to the Rockstar brand
2026 guidance affirmed: organic revenue growth 2% to 4%, core constant currency EPS growth 4% to 6%; dividend to $5.92 from $5.69 per share, payable June 2026
Greif reported fiscal first quarter 2026 results for the three months ended December 31, 2025. Adjusted EBITDA rose 24.0% to $122.5 million, and adjusted net income rose 146.3% to $26.6 million, while net sales fell to $994.8 million from $1,016.7 million. The company reaffirmed its low-end fiscal 2026 guidance of $630 million Adjusted EBITDA and $315 million Adjusted free cash flow.
Adjusted EBITDA rose to $122.5 million from $98.8 million, driven in part by $65.0 million of run-rate cost optimization.
Adjusted net income was $26.6 million, or $0.48 per diluted Class A share, versus $10.8 million, or $0.20, a year earlier.
Net sales were $994.8 million versus $1,016.7 million, and net cash used in operating activities was $24.4 million.
About $130.0 million of share repurchases were completed in the quarter, and the Board authorized an additional $300.0 million of future repurchases.
Sezzle Inc. announced it will release its fourth quarter and full year 2025 results after the market close on February 25, 2026, with a conference call at 5:00 p.m. Eastern Time that day. The filing contains no financial results, so it gives shareholders a date to watch rather than new performance figures.
Fourth quarter and full year 2025 results due after market close on February 25, 2026
Conference call and webcast set for 5:00 p.m. ET on February 25, 2026
Management to appear at Wolfe Research FinTech Forum on March 10, 2026 and Oppenheimer Non-Deal Roadshow on March 11, 2026
United States Lime & Minerals reported fourth-quarter 2025 revenue of $87.9 million, up 9.8% from a year earlier, and full-year revenue of $372.7 million, up 17.3%. Net income for 2025 rose 23.4% to $134.3 million, or $4.67 per diluted share, and the Board declared a $0.06 regular quarterly dividend. Management cited January 2026 winter storm shipment interruptions and continuing weak roof shingle demand as factors for the first quarter, with the storm's impact not yet determined.
Q4 2025 revenue $87.9 million vs. $80.1 million in Q4 2024; Q4 diluted EPS $1.06 vs. $0.94
Full-year 2025 revenue $372.7 million vs. $317.7 million; diluted EPS $4.67 vs. $3.79
Q4 2025 net income $30.5 million, up 13.2% from $27.0 million
Quarterly dividend of $0.06 per share payable March 13, 2026 to holders of record February 20, 2026
Fabrinet reported fiscal second-quarter 2026 revenue of $1,132.9 million, up from $833.6 million a year earlier, with GAAP diluted earnings per share of $3.11 versus $2.38. The company said both measures exceeded its guidance ranges and issued third-quarter guidance of $1.15 billion to $1.20 billion in revenue and $3.22 to $3.37 in GAAP diluted EPS, which points to continued growth for shareholders to watch.
Q2 revenue was $1,132.9 million versus $833.6 million in the prior-year quarter.
GAAP net income was $112.6 million; GAAP diluted EPS was $3.11 versus $2.38; non-GAAP diluted EPS was $3.36 versus $2.61.
Q3 guidance (quarter ending March 27, 2026): revenue of $1.15 billion to $1.20 billion; GAAP EPS of $3.22 to $3.37; non-GAAP EPS of $3.45 to $3.60.
Non-GAAP free cash flow was negative $5.3 million in Q2, compared with $94.0 million a year earlier.
Healthpeak reported fourth-quarter 2025 diluted net income of $0.16 per share, up from $0.01 a year earlier, while full-year 2025 net income fell to $0.10 per share from $0.36 in 2024. It set 2026 guidance of $0.34 to $0.38 per share for diluted earnings and $1.70 to $1.74 per share for Nareit FFO, which is below the $1.81 it reported for 2025. The company also plans an initial public offering of Janus Living, a senior housing REIT, expected in the first half of 2026.
Q4 2025: net income $0.16 per share vs. $0.01 a year earlier; Nareit FFO $0.47 vs. $0.44; AFFO $0.40 vs. $0.44
Full-year 2025: net income $0.10 per share vs. $0.36 in 2024; Nareit FFO $1.81 vs. $1.61
2026 guidance: diluted EPS $0.34 to $0.38; Nareit FFO $1.70 to $1.74 per share
Board declared $0.305 per share in dividends for Q1 2026; Janus Living IPO expected in the first half of 2026
Simon Property Group reported fourth-quarter 2025 results on February 2, 2026. Real Estate FFO rose 4.2% to $1.328 billion, or $3.49 per diluted share, while net income attributable to common stockholders was $3.048 billion, or $9.35 per diluted share, mainly because of a non-cash gain of $2.89 billion tied to its Taubman Realty Group acquisition. The company also estimated 2026 Real Estate FFO of $13.00 to $13.25 per diluted share and declared a quarterly dividend of $2.20, up $0.10 from a year earlier.
Real Estate FFO was $1.328 billion, or $3.49 per diluted share, versus $1.261 billion, or $3.35, a year earlier.
Reported FFO fell to $1.242 billion, or $3.27 per diluted share, from $1.389 billion, or $3.68, including a one-time after-tax loss of $120.7 million tied mainly to Catalyst Brands restructuring costs.
Net income attributable to common stockholders was $3.048 billion, or $9.35 per diluted share, including a $2.89 billion non-cash gain.
2026 guidance: Real Estate FFO of $13.00 to $13.25 per diluted share; quarterly dividend of $2.20 payable March 31, 2026.
Rambus reported fourth-quarter 2025 GAAP revenue of $190.2 million, up from $161.1 million a year earlier, with record quarterly product revenue of $96.8 million. GAAP diluted earnings were $0.58 per share, flat year over year, as a higher tax provision offset the revenue gain. Shareholders get higher sales but unchanged GAAP per-share earnings, and first-quarter 2026 guidance was given for several measures, with full revenue guidance deferred to the conference call.
Q4 2025 GAAP net income was $63.8 million, versus $62.2 million in Q4 2024; GAAP diluted EPS was $0.58 in both periods.
Non-GAAP diluted EPS was $0.68, versus $0.55 a year earlier.
Full-year 2025 revenue was $707.6 million, versus $556.6 million in 2024; full-year product revenue was $347.8 million.
Q1 2026 outlook: licensing billings of $66 million to $72 million, product revenue of $84 million to $90 million, and contract and other revenue of $21 million to $27 million.
DaVita reported fourth-quarter 2025 revenue of $3.620 billion, up from $3.295 billion a year earlier, while GAAP diluted EPS from continuing operations fell to $2.94 from $3.09 and operating income was $561 million versus $565 million. The company also issued 2026 guidance of $13.60 to $15.00 adjusted diluted EPS, $2.085 billion to $2.235 billion adjusted operating income, and $1.000 billion to $1.250 billion free cash flow, compared with 2025 adjusted diluted EPS of $10.78.
Q4 2025 consolidated revenue was $3.620 billion versus $3.295 billion in Q4 2024; operating income was $561 million versus $565 million.
Q4 2025 diluted EPS from continuing operations was $2.94 (Q4 2024: $3.09); adjusted diluted EPS was $3.40 (Q3 2025: $2.51).
2026 guidance: adjusted operating income of $2,085 million to $2,235 million and adjusted diluted EPS of $13.60 to $15.00.
Repurchased 2.7 million shares for $331 million in Q4 2025, and 1.7 million shares for $200 million from January 1 through February 2, 2026.
MGIC Investment Corporation reported fourth-quarter 2025 net income of $169.3 million, or $0.75 per diluted share, compared with $184.7 million, or $0.72 per diluted share, a year earlier. Net income for the full year 2025 was $738.3 million, or $3.14 per diluted share, versus $763.0 million, or $2.89 per diluted share, in 2024, while quarterly losses incurred rose to $31.2 million from $8.7 million.
Q4 2025 net income $169.3 million vs. $184.7 million in Q4 2024; diluted EPS $0.75 vs. $0.72
Q4 2025 net premiums earned $236.0 million vs. $241.3 million a year earlier; total revenues $298.7 million vs. $301.4 million
Q4 2025 losses incurred, net $31.2 million vs. $8.7 million in Q4 2024; loss ratio 13.2% vs. 3.6%
January 2026: repurchased 2.7 million shares for $73.2 million and declared a $0.15 per share dividend payable March 6, 2026
NAPCO Security Technologies reported fiscal second-quarter results for the three months ended December 31, 2025, with net revenue up 12.2% to $48.2 million and diluted EPS up to $0.38 from $0.28. The company also declared a quarterly dividend of $0.15 per share and appointed Joseph Pipczynski as Chief Revenue Officer, effective January 29, 2026.
Net revenue of $48.2 million, up 12.2% from a year earlier; net income of $13.5 million, up 29.0%
Diluted EPS of $0.38 versus $0.28 a year earlier; gross profit margin of 58.6% versus 57.0%
Quarterly dividend of $0.15 per share, payable April 3, 2026 to holders of record on March 12, 2026
Joseph Pipczynski appointed Chief Revenue Officer effective January 29, 2026, reporting to President and COO Kevin Buchel
Revvity reported fourth-quarter 2025 revenue of $772 million, up 6% from a year earlier, and adjusted EPS from continuing operations of $1.70, up from $1.42. For full-year 2025, revenue rose to $2.86 billion and adjusted EPS reached $5.06, though GAAP EPS fell to $2.07 from $2.20. The company also initiated 2026 guidance, which calls for revenue of $2.96 billion to $2.99 billion and adjusted EPS of $5.35 to $5.45.
Q4 2025 GAAP EPS was $0.87 vs. $0.78 a year earlier; GAAP operating income fell to $112 million from $119 million.
Diagnostics Q4 revenue rose 10% to $390 million; Life Sciences Q4 revenue rose 2% to $382 million.
Full-year 2025 revenue was $2,856 million vs. $2,755 million in 2024; GAAP EPS was $2.07 vs. $2.20.
2026 guidance: revenue of $2.96 billion to $2.99 billion, organic revenue growth of 2% to 3%, and adjusted EPS of $5.35 to $5.45.
Tyson Foods reported first-quarter fiscal 2026 results ended December 27, 2025, with sales up 5.1% to $14.3 billion. Profit fell sharply, with GAAP operating income down 48% to $302 million and GAAP EPS down 76% to $0.24, while adjusted EPS fell 15% to $0.97. The company also gave fiscal 2026 guidance for total adjusted operating income of $2.1 billion to $2.3 billion and sales growth of 2% to 4%.
Sales of $14,313 million, up 5.1%; excluding a $150 million increase in legal contingency accruals recorded as a reduction to sales, sales rose 6.2%
GAAP operating income of $302 million, down 48%; adjusted operating income of $572 million, down 13%
Adjusted EPS of $0.97, down 15% from $1.14; beef segment adjusted operating loss of $143 million
Fiscal 2026 outlook: total adjusted operating income of $2.1 billion to $2.3 billion, free cash flow of $1.1 billion to $1.7 billion
Aptiv reported fourth-quarter and full-year 2025 results on February 2, 2026. Revenue rose, but U.S. GAAP net income fell sharply, and full-year GAAP results include a $648 million non-cash goodwill impairment, while adjusted earnings per share rose. The company also issued 2026 guidance ahead of its planned spin-off of the Electrical Distribution Systems business as Versigent.
Q4 2025 revenue was $5.2 billion, up 5%; U.S. GAAP net income was $138 million, versus $268 million a year earlier.
Q4 diluted EPS was $0.64 on a U.S. GAAP basis versus $1.14 a year earlier; adjusted EPS was $1.86 versus $1.75.
Full-year 2025 U.S. GAAP net income was $165 million, including a $648 million goodwill impairment; adjusted EPS was $7.82 versus $6.26.
2026 guidance calls for net sales of $21.12 billion to $21.82 billion and adjusted EPS of $8.15 to $8.75.
Disney reported fiscal first-quarter revenue of $26.0 billion, up 5% from a year earlier, while diluted EPS fell 4% to $1.34 and adjusted EPS fell 7% to $1.63. Total segment operating income dropped 9% to $4.6 billion, and the company cited a $110 million impact from the temporary suspension of YouTube TV carriage. Disney expects double-digit adjusted EPS growth for fiscal 2026 and is on track to repurchase $7 billion of stock.
Revenue rose 5% to $26.0 billion; Experiences reported record quarterly revenue of $10.0 billion
Adjusted EPS fell to $1.63 from $1.76; total segment operating income fell 9% to $4.6 billion
Fiscal 2026 outlook: double-digit adjusted EPS growth, $19 billion in cash from operations, and $7 billion in planned stock repurchases
IDEXX reported fourth quarter 2025 revenue of $1,091 million, up 14% as reported and 12% organic, and fourth quarter EPS of $3.08, up 18%. The company also gave initial 2026 guidance of $4,632 million to $4,720 million in revenue and $14.29 to $14.80 in EPS, which would represent reported EPS growth of 9% to 13%.
Q4 2025 revenue $1,091 million, up 14% as reported and 12% organic; CAG Diagnostics recurring revenue up 12% as reported
Q4 2025 EPS $3.08, up 18% as reported and 17% comparable; operating margin 28.9%, up 150 basis points as reported
Full-year 2025 revenue $4,304 million, up 10%; full-year EPS $13.08, up 23% as reported and 14% comparable
2026 outlook: revenue $4,632 million to $4,720 million; EPS $14.29 to $14.80; operating margin 32.0% to 32.5%
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.