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).
The Hanover Insurance Group reported record full-year 2025 net income of $662.5 million, or $18.16 per diluted share, up from $426.0 million, or $11.70 per share, in 2024. Fourth-quarter net income rose to $198.5 million, or $5.47 per diluted share, from $167.9 million, or $4.59, a year earlier, and the combined ratio improved to 91.6% for the year from 94.8%. For shareholders, the results also came with a 5.6% increase in the quarterly dividend to $0.95 per share.
Q4 2025 net income of $198.5 million, or $5.47 per diluted share, versus $167.9 million, or $4.59, in Q4 2024
Full-year 2025 operating income of $696.2 million, or $19.09 per diluted share, versus $485.9 million, or $13.34, in 2024
Full-year 2025 combined ratio of 91.6%, compared with 94.8% in 2024; catastrophe losses were $276.3 million
Quarterly dividend raised 5.6% to $0.95 per share; the company repurchased $130 million of shares in 2025
Supermicro reported unaudited results for the quarter ended December 31, 2025, with net sales of $12.7 billion, up from $5.7 billion a year earlier, and GAAP diluted earnings per share of $0.60 versus $0.51. Gross margin fell to 6.3% from 11.8% a year earlier, and the company said it used $24 million in operating cash flow in the quarter. The company guided to third-quarter net sales of at least $12.3 billion and full fiscal 2026 net sales of at least $40.0 billion.
Net sales of $12.7 billion vs. $5.7 billion in the same quarter last year; net income of $401 million vs. $321 million
Gross margin of 6.3% vs. 11.8% a year earlier; non-GAAP diluted EPS of $0.69 vs. $0.59
Third-quarter fiscal 2026 guidance: net sales of at least $12.3 billion and GAAP diluted EPS of at least $0.52
Fiscal 2026 net sales guidance of at least $40.0 billion; cash of $4.1 billion and bank debt and convertible notes of $4.9 billion as of December 31, 2025
Corteva reported fourth-quarter 2025 net sales of $3.91 billion, down 2%, and a GAAP loss from continuing operations of $537 million, or $0.80 per share. For full-year 2025, net sales rose 3% to $17.40 billion and GAAP income from continuing operations rose 40% to $1.20 billion, or $1.75 per share. The company also expects 2026 operating EBITDA of $4.0 billion to $4.2 billion and operating EPS of $3.45 to $3.70 per share.
Q4 2025 operating EPS was $0.22, down 31% from the prior year, and operating EBITDA was $446 million, down 15%.
FY 2025 operating EPS was $3.34, up 30%, and free cash flow was $2.9 billion, a 69% improvement.
A Bayer litigation resolution involves a $610 million cash outflow, largely in the first quarter of 2026.
Corteva remains on track to complete its planned separation in the second half of 2026.
Atmos Energy reported fiscal first-quarter results for the period ended December 31, 2025, with diluted earnings per share of $2.44 on net income of $403.0 million. The company affirmed its fiscal 2026 EPS guidance of $8.15 to $8.35 and declared a quarterly dividend of $1.00 per share, which it says implies a 14.9% increase in the indicated annual dividend over fiscal 2025.
Diluted EPS of $2.44 on net income of $403.0 million for the quarter ended December 31, 2025
Fiscal 2026 EPS guidance affirmed at $8.15 to $8.35 per diluted share
Quarterly dividend of $1.00 per share; indicated fiscal 2026 annual dividend of $4.00, a 14.9% increase over fiscal 2025
Capital expenditures of $1.0 billion in the quarter; fiscal 2026 capital expenditures expected to be about $4.2 billion
RenaissanceRe reported fourth-quarter and full-year 2025 results on February 3, 2026. Q4 net income available to common shareholders was $751.6 million, compared with a loss of $198.5 million a year earlier, while full-year net income rose to $2.6 billion from $1.8 billion, but full-year operating income fell to $1.9 billion from $2.2 billion and the combined ratio worsened to 87.2% from 83.9% due to large loss events.
Q4 2025 net income available to common shareholders was $751.6 million, or $16.75 per diluted share, versus a loss of $198.5 million, or $3.95 per share, in Q4 2024.
Full-year 2025 operating income available to common shareholders was $1.9 billion, or $39.10 per diluted share, down from $2.2 billion in 2024.
Full-year combined ratio was 87.2% versus 83.9% in 2024, including a 15.3 percentage point impact from the 2025 Large Loss Events.
The company repurchased approximately $1.6 billion of common shares in 2025, reducing its share count by 12.8%, and book value per common share rose 26.2% to $247.00.
Cabot reported fiscal first-quarter 2026 results for the quarter ended December 31, 2025. Net sales fell to $849 million from $955 million, net income attributable to Cabot fell to $73 million from $93 million, and diluted EPS fell to $1.37 from $1.67. The company narrowed its fiscal 2026 Adjusted EPS outlook to $6.00 to $6.50 per share, which is a lower-profit picture than the prior year's quarter for shareholders.
Adjusted EPS was $1.53 versus $1.76 a year earlier, down 13%; diluted EPS was $1.37 versus $1.67.
Reinforcement Materials segment EBIT fell 22% to $102 million on lower volumes, with Americas volumes down 15%.
Performance Chemicals segment EBIT rose 7% to $48 million on higher gross profit per ton.
Fiscal 2026 Adjusted EPS outlook narrowed to $6.00 to $6.50 per share; a multi-year supply agreement with PowerCo SE was signed during the quarter.
Enact Holdings, a publicly traded subsidiary of Genworth Financial, issued a press release on February 3, 2026 with its results for the quarter ended December 31, 2025, furnished as Exhibit 99.1. This 8-K does not state any revenue, profit, or guidance figures, so the filing alone does not show how those results compare with prior periods. Genworth plans to release its own quarterly results after the market closes on February 23, 2026.
Enact Holdings (Nasdaq: ACT) released results for the quarter ended December 31, 2025 on February 3, 2026, in Exhibit 99.1.
Genworth Financial will issue its quarterly earnings release after market close on February 23, 2026.
Genworth will hold a conference call on February 24, 2026 at 9:00 a.m. ET to discuss the quarter.
Horace Mann reported full-year 2025 net income of $162.1 million, or $3.90 per diluted share, up from $102.8 million a year earlier, and record core earnings of $195.8 million, or $4.71 per share. Fourth-quarter net income fell 5.2% to $36.2 million, and fourth-quarter core earnings per share fell 28.0% to $1.21, so the full-year gains came alongside a weaker final quarter for shareholders.
Full-year 2025 total revenues were $1,701.4 million, up 6.7% from $1,595.2 million in 2024.
Full-year core earnings were $195.8 million, or $4.71 per diluted share, up 38.5% from $3.40 per share in 2024.
Fourth-quarter 2025 net income was $36.2 million, or $0.87 per diluted share, compared with $38.2 million, or $0.92, in the fourth quarter of 2024.
Full-year Property & Casualty combined ratio was 89.7%, an improvement of more than 8 points over the prior year, which the company attributed to lower catastrophe losses.
Prudential Financial reported fourth quarter 2025 net income attributable to the company of $905 million ($2.55 per share), compared with a net loss of $57 million a year earlier, and after-tax adjusted operating income of $1.168 billion. The same day it said Prudential of Japan voluntarily suspended new sales for 90 days to address previously disclosed employee misconduct, and it declared a quarterly dividend of $1.40 per share, up 4% from the prior year.
Q4 2025 net income attributable to Prudential Financial was $905 million ($2.55 per share), versus a net loss of $57 million ($0.17 per share) in Q4 2024, including a net after-tax organizational charge of $107 million ($0.30 per share).
Full year 2025 net income was $3.576 billion ($9.99 per share), up from $2.727 billion ($7.50 per share) in 2024.
Prudential of Japan voluntarily suspended new sales for 90 days to address previously disclosed employee misconduct issues.
Quarterly dividend of $1.40 per share is payable March 12, 2026, to holders of record as of February 17, 2026; the board also authorized up to $1.0 billion of buybacks for 2026.
Veralto reported fourth-quarter 2025 sales up 3.8% to $1,396 million and diluted EPS of $1.01, up from $0.91 a year earlier. For full-year 2025, sales rose 6.0% to $5,503 million and diluted EPS was $3.76, up from $3.34. The company also guided 2026 adjusted diluted EPS to $4.10 to $4.20 and announced a $750 million share repurchase program and an 18% dividend increase.
Q4 2025 GAAP diluted EPS was $1.01 versus $0.91 a year earlier; adjusted diluted EPS was $1.04 versus $0.95
Full-year 2025 sales were $5,503 million, up 6.0%, with non-GAAP core sales growth of 4.7%
2026 targets: adjusted diluted EPS of $4.10 to $4.20 and Q1 2026 adjusted diluted EPS of $0.97 to $1.01
During Q4 2025 the company established a $750 million share repurchase program and announced an 18% dividend increase
Weatherford reported fourth-quarter 2025 revenue of $1,289 million, down 4% from a year earlier but up 5% from the prior quarter, and net income of $138 million, up 23% year-over-year. For full year 2025, revenue fell 11% to $4,918 million and net income fell 15% to $431 million. The board raised the quarterly dividend 10% to $0.275 per share, and management said first-half 2026 activity is expected to remain soft.
Q4 2025 revenue of $1,289 million: down 4% year-over-year, up 5% sequentially
Q4 2025 diluted income per share of $1.91, up 27% year-over-year
Full year 2025 revenue of $4,918 million, down 11%; adjusted EBITDA of $1,067 million, down 23%
Quarterly dividend raised 10% to $0.275 per share, payable March 5, 2026, to holders of record as of February 6, 2026
Benchmark Electronics reported fourth-quarter 2025 revenue of $704 million, up from $657 million a year earlier, while GAAP diluted EPS fell to $0.17 from $0.44 on higher restructuring charges and other costs. CEO Jeff Benck said he will transition out of the role at the end of the quarter. The company also guided first-quarter 2026 non-GAAP diluted EPS to $0.53 to $0.59.
Q4 2025 revenue $704 million vs. $657 million in Q4 2024; diluted GAAP EPS $0.17 vs. $0.44; non-GAAP EPS $0.71 vs. $0.61
Full-year 2025 revenue $2,659 million vs. $2,656 million; diluted GAAP EPS $0.68 vs. $1.66; non-GAAP EPS $2.40 vs. $2.29
Q1 2026 guidance: revenue $655 million to $695 million; non-GAAP diluted EPS $0.53 to $0.59; GAAP diluted EPS $0.31 to $0.37
CEO Jeff Benck to transition out of the CEO role at the end of the fourth quarter; President David Moezidis cited as part of the leadership team
Jack Henry & Associates reported fiscal second quarter 2026 results for the period ended December 31, 2025, with GAAP revenue of $619.3 million, up 7.9%, and GAAP diluted EPS of $1.72, up 28.6%. The company also gave full-year fiscal 2026 GAAP guidance of $2,508 million to $2,525 million in revenue and $6.61 to $6.72 in EPS, which shareholders can compare with future results.
GAAP revenue was $619.3 million, up 7.9% from $573.8 million; non-GAAP adjusted revenue rose 6.7%.
GAAP operating income was $159.1 million, up 29.4%; non-GAAP adjusted operating income rose 24.3%.
GAAP EPS was $1.72 per diluted share, compared with $1.34 a year earlier.
Credit facility borrowings were $20 million at December 31, 2025, down from $150 million a year earlier.
Powell Industries reported fiscal first-quarter 2026 revenue of $251.2 million, up 4% from a year earlier, and net income of $41.4 million, or $3.40 per diluted share, up 19%. New orders rose 63% to $439 million and backlog reached $1.6 billion, while the board raised the quarterly dividend to $0.27 per share, payable March 18, 2026.
Q1 fiscal 2026 revenue of $251.2 million, up 4% from $241.4 million a year earlier, but down 16% from the fourth quarter of fiscal 2025
Net income of $41.4 million, or $3.40 per diluted share, compared with $2.86 per diluted share a year earlier
New orders of $439 million, up 63%, including an approximately $75 million data center order; backlog of $1.6 billion as of December 31, 2025
Quarterly dividend increased to $0.27 per share, payable March 18, 2026, to holders of record on February 18, 2026
Enact Holdings reported fourth-quarter 2025 net income of $177 million, or $1.22 per diluted share, up from $163 million, or $1.05 per diluted share, a year earlier. The Board also approved a share repurchase program of up to $500 million and the company entered a stock repurchase agreement with Genworth Financial, which bears directly on shareholder capital returns.
Q4 2025 net income $177 million, or $1.22 per diluted share, vs. $163 million, or $1.05, in Q4 2024
Adjusted operating income $179 million, or $1.23 per diluted share; total revenues $312.7 million vs. $301.8 million a year earlier
Board approved repurchase program of up to $500 million; separate stock repurchase agreement with Genworth Financial, Inc.
Quarterly dividend of $0.21 per share payable March 19, 2026, to holders of record February 26, 2026
Artisan Partners reported fourth-quarter 2025 revenue of $335.5 million, up from $297.0 million a year earlier, and diluted earnings per share of $1.32 versus $0.97. For full-year 2025, revenue was $1,196.7 million versus $1,111.8 million in 2024, while the company also recorded $12.7 billion of net client outflows. The board declared a $1.58 per share dividend, and Ryan G. Von Hoff was named Chief Accounting Officer.
Q4 2025 revenue $335.5 million vs $297.0 million in Q4 2024; diluted EPS $1.32 vs $0.97
Full-year 2025 revenue $1,196.7 million vs $1,111.8 million; diluted EPS $4.05 vs $3.66
Net client cash outflows of $12.7 billion in 2025; ending AUM $179.9 billion
Dividend of $1.58 per share ($1.01 variable quarterly plus $0.57 special), payable February 27, 2026 to holders of record February 13, 2026
Chubb Limited reported fourth quarter 2025 net income of $3.21 billion, or $8.10 per share, up 28.0% per share from a year earlier, and full-year net income of $10.31 billion, or $25.68 per share, up 13.1%. Both quarterly and full-year net premiums written grew, and the company said it expects an excellent 2026 with strong growth in operating earnings and double-digit growth in EPS and tangible book value.
Q4 2025 net income $3.21 billion, up 24.7%; core operating income $2.98 billion, up 21.7%
Q4 consolidated net premiums written $13.1 billion, up 8.9%; P&C combined ratio a record low 81.2%
Full-year 2025 net income $10.31 billion, up 11.2%; core operating income $9.95 billion, up 8.9%
Q4 capital returned to shareholders $1.48 billion, including $1.10 billion in share repurchases
Mondelez reported fourth-quarter and full-year 2025 results on February 3, 2026. Full-year net revenues rose 5.8% to $38.5 billion, but diluted EPS fell 44.7% to $1.89 and adjusted EPS fell 14.6% on a constant currency basis to $2.92, with the company citing cocoa cost headwinds and derivative mark-to-market impacts. The company also guided 2026 organic net revenue growth of flat to 2% and adjusted EPS growth of flat to 5% on a constant currency basis.
FY2025 net revenues were $38.5 billion, up 5.8%, with organic net revenue up 4.3%
FY2025 diluted EPS was $1.89, down 44.7%; adjusted EPS was $2.92, down 14.6% on a constant currency basis
Q4 2025 diluted EPS was $0.51, down 60.8%, while Q4 net revenues rose 9.3% to $10.5 billion
2026 outlook: organic net revenue growth of flat to 2%, adjusted EPS growth of flat to 5% constant currency, and free cash flow of about $3 billion
Lumen reported fourth-quarter 2025 revenue of $3.041 billion, down 9% from $3.329 billion a year earlier, and a reported net loss of $2 million, compared with net income of $85 million in the prior-year quarter. The company also closed its $5.75 billion AT&T transaction and issued 2026 guidance calling for Adjusted EBITDA of $3.1 to $3.3 billion, which gives shareholders a clearer view of the company's post-transaction financial profile.
Q4 2025 revenue was $3.041 billion, down from $3.329 billion; full-year revenue was $12.402 billion, down from $13.108 billion.
Q4 reported net loss was $2 million; excluding Special Items, diluted EPS was $0.23 versus $0.09 a year earlier.
Q4 Adjusted EBITDA excluding Special Items was $767 million, down from $1.052 billion; full-year reported net loss was $1.739 billion.
The AT&T transaction closed, reducing total debt by over $4.8 billion; 2026 outlook includes Free Cash Flow of $1.2 to $1.4 billion.
AMD reported fourth-quarter 2025 revenue of $10.3 billion, up 34% from a year earlier, with GAAP diluted earnings per share of $0.92 versus $0.29 and non-GAAP diluted earnings per share of $1.53 versus $1.09. For the first quarter of 2026, AMD expects revenue of about $9.8 billion, plus or minus $300 million, which is a sequential decline of about 5% but year-over-year growth of about 32% at the mid-point, and the filing says the quarter's non-GAAP results include about $360 million from a release of previously reserved inventory.
Q4 2025 revenue was $10.3 billion, up 34% year-over-year; GAAP net income was $1.5 billion versus $482 million a year earlier
Full-year 2025 revenue was $34.6 billion, up 34%; GAAP net income was $4.3 billion and non-GAAP diluted EPS was $4.17 versus $3.31
Q4 included an approximate $360 million release of previously reserved AMD Instinct MI308 inventory and about $390 million of MI308 revenue to China; excluding these items, non-GAAP gross margin would have been about 55%
Q1 2026 outlook: revenue of about $9.8 billion, plus or minus $300 million, including about $100 million of MI308 sales to China; non-GAAP gross margin expected at about 55%
American Assets Trust reported lower fourth-quarter and full-year 2025 results, with FFO per diluted share down from the prior year and total revenue lower as well. The company also introduced 2026 FFO guidance of $1.96 to $2.10 per diluted share, with a midpoint of $2.03, which is above its 2025 full-year FFO of $2.00.
Q4 2025 FFO was $0.47 per diluted share, versus $0.55 in Q4 2024; full-year 2025 FFO was $2.00, versus $2.58 in 2024
Q4 2025 net income attributable to common stockholders was $0.05 per diluted share, versus $0.15 a year earlier; full-year figure was $0.92, versus $0.94
Q4 2025 total revenue was $110.1 million, versus $113.5 million in Q4 2024
2026 FFO guidance range is $1.96 to $2.10 per diluted share; the company will discuss it on a conference call on February 4, 2026 at 8:00 a.m. PT
Voya Financial reported fourth-quarter and full-year 2025 results, with fourth-quarter net income to common shareholders rising to $136 million from $93 million. Full-year after-tax adjusted operating earnings rose to $861 million, or $8.85 per diluted share, from $736 million, while full-year GAAP net income to common shareholders slipped to $613 million from $626 million.
Q4 2025 net income to common shareholders was $136 million, or $1.41 per diluted share, versus $93 million, or $0.94, in Q4 2024.
Full-year 2025 adjusted operating earnings were $861 million, or $8.85 per diluted share, versus $736 million, or $7.25, in 2024.
Full-year 2025 net income to common shareholders was $613 million, or $6.29 per diluted share, versus $626 million, or $6.17, in 2024; the company cited prior-year divestment gains and tax benefits that did not repeat.
Excess capital generated for 2025 was approximately $775 million, a 19% increase; remaining share repurchase authorization was $562 million as of Dec. 31, 2025.
Zurn Elkay Water Solutions reported fourth-quarter 2025 net sales of $407 million, up 10% from $371 million a year earlier, with core sales also up 10%. Diluted EPS from continuing operations was $0.24, compared with $0.21, and adjusted EPS was $0.36, compared with $0.32. The company also gave a 2026 outlook calling for mid-single digit core sales growth and full-year free cash flow of approximately $335 million.
Q4 2025 net sales were $407.2 million versus $370.7 million in Q4 2024, an increase of 10%.
Diluted EPS from continuing operations was $0.24 versus $0.21; adjusted EPS was $0.36 versus $0.32.
Full-year 2025 net sales were $1,696 million, up 8%, and free cash flow was a record $317 million.
2026 outlook: mid-single digit core sales growth and full-year free cash flow of approximately $335 million; Q1 core sales growth of 7% to 8%.
Champion Homes reported fiscal third-quarter 2026 results for the quarter ended December 27, 2025. Net sales rose 1.8% to $656.6 million, but net income fell 11.7% to $54.3 million and diluted EPS fell to $0.97, as lower gross profit reduced earnings. The board also refreshed the share repurchase authorization to $150 million after a $50.0 million increase approved January 29, 2026.
Net sales up 1.8% to $656.6 million; U.S. homes sold down 2.6% to 6,270
Gross profit margin fell 190 basis points to 26.2%; net income down 11.7% to $54.3 million
Diluted EPS $0.97 versus $1.06 a year earlier; Adjusted EBITDA down 10.2% to $74.8 million
Board increased the repurchase program by $50.0 million to $150 million on January 29, 2026; $50.0 million repurchased in the quarter
Match Group reported fourth-quarter 2025 revenue of $878 million, up 2% year over year, and net income of $210 million, up 32%. For full-year 2025, revenue was flat at $3.5 billion and Adjusted EBITDA declined 1% to $1.2 billion. The company also gave 2026 revenue guidance of $3,410 million to $3,535 million and declared a $0.20 quarterly dividend, a 5% increase from the prior dividend.
Q4 2025: revenue $878 million, up 2%; Payers down 5% to 13.8 million; revenue per payer up 7% to $20.72
Full-year 2025: Adjusted EBITDA $1.2 billion, down 1% year over year; free cash flow $1.0 billion
2026 guidance: revenue $3,410 million to $3,535 million; Adjusted EBITDA $1,280 million to $1,325 million
Dividend of $0.20 per share payable April 21, 2026, to holders of record on April 7, 2026
Take-Two Interactive reported preliminary results for its fiscal third quarter ended December 31, 2025, with Net Bookings of $1.76 billion, up 28% from a year earlier. The company raised its fiscal 2026 Net Bookings outlook to $6.65 billion to $6.7 billion and reported a narrower GAAP net loss than a year ago.
Q3 Net Bookings rose 28% to $1.76 billion; GAAP net revenue was $1.70 billion versus $1.36 billion last year.
GAAP net loss was $92.9 million, or $0.50 per share, compared with $125.2 million, or $0.71 per share, a year earlier.
Fiscal 2026 Net Bookings are now expected to range from $6.65 billion to $6.7 billion.
Grand Theft Auto VI is scheduled for release on November 19, 2026, according to the future lineup listed in the release.
Amcor reported fiscal second-quarter 2026 net sales of $5,449 million, up 68% from a year earlier, driven by the Berry acquisition, and adjusted EPS of $0.86, up 7%. GAAP diluted EPS fell to $0.38 from $0.56 as restructuring, transaction and integration expenses rose to $118 million, and the company reaffirmed its fiscal 2026 adjusted EPS guidance of $4.00 to $4.15 and free cash flow guidance of $1.8 billion to $1.9 billion.
Net sales $5,449 million vs. $3,241 million a year earlier; quarterly volumes about 1.5% lower on a combined basis
GAAP diluted EPS $0.38 vs. $0.56; adjusted EPS $0.86 vs. $0.80
Free cash flow $289 million, including $69 million of Berry transaction, restructuring and integration costs
Fiscal 2026 guidance reaffirmed; quarterly dividend of $0.65 per share declared, payable March 17, 2026
Lumentum reported fiscal second-quarter 2026 results for the quarter ended December 27, 2025, with net revenue of $665.5 million, up 65.5% from a year earlier and 24.7% from the first quarter. GAAP net income was $78.2 million, or $0.89 per diluted share, compared with a net loss of $60.9 million a year earlier, and the company guided third-quarter net revenue to $780 million to $830 million.
Net revenue of $665.5 million, up 24.7% from the first quarter ($533.8 million) and 65.5% from the year-ago quarter ($402.2 million)
GAAP net income of $78.2 million, or $0.89 per diluted share, versus $4.2 million, or $0.05, in the first quarter
Third-quarter fiscal 2026 outlook: net revenue of $780 million to $830 million, non-GAAP operating margin of 30.0% to 31.0%, and non-GAAP diluted EPS of $2.15 to $2.35
Total cash, cash equivalents, and short-term investments of $1,155.3 million at quarter end, up $33.5 million sequentially
Clorox reported second-quarter fiscal 2026 results for the period ended December 31, 2025, with net sales down 1% to $1.67 billion and diluted EPS down 16% to $1.29. The company kept its full-year outlook but said results are tracking toward the lower end of the range because of order fulfillment challenges, an inventory drawdown, and higher costs.
Net sales fell 1% to $1.67 billion; organic sales also fell 1%, driven by lower consumption.
Diluted EPS fell 16% to $1.29 from $1.54; adjusted EPS fell 10% to $1.39 from $1.55.
Full-year fiscal 2026 guidance was maintained: diluted EPS of $5.60 to $5.95 and adjusted EPS of $5.95 to $6.30, both at the lower end of the range.
Household segment adjusted EBIT fell 54%; International segment adjusted EBIT rose 48%.
Sonos reported first fiscal quarter 2026 results for the period ended December 27, 2025. Revenue was $546 million, down from $551 million a year earlier, while GAAP net income rose to $94 million from $50 million and Adjusted EBITDA rose to $132 million from $91 million. The company did not provide guidance in this release and said it will give guidance on its earnings call.
Revenue of $546 million versus $551 million in the prior-year quarter
GAAP diluted EPS of $0.75 versus $0.40; non-GAAP diluted EPS of $0.93 versus $0.68
Adjusted EBITDA of $132 million versus $91 million, which the company says is up 45%
No guidance in the release; company will provide guidance on its February 3, 2026 earnings call
Chipotle reported fourth-quarter 2025 revenue up 4.9% to $3.0 billion and diluted EPS of $0.25, up from $0.24, while comparable restaurant sales fell 2.5% and operating margin slipped to 14.1% from 14.6%. For 2026, management expects full-year comparable restaurant sales to be about flat and plans 350 to 370 new restaurant openings.
Q4 2025 total revenue rose 4.9% to $3.0 billion; comparable restaurant sales decreased 2.5%, with transactions down 3.2%
Full-year 2025 revenue rose 5.4% to $11.9 billion; diluted EPS was $1.14 vs. $1.11 in 2024
Operating margin was 14.1% in Q4 vs. 14.6% a year earlier; full-year operating margin was 16.2% vs. 16.9%
2026 outlook: comparable restaurant sales about flat; $1.7 billion remained under buyback authorizations as of December 31, 2025
Carlisle Companies reported fourth-quarter 2025 results on February 3, 2026. Revenue rose 0.4% to $1.1 billion, but operating income fell 15%, diluted EPS from continuing operations fell 10% to $3.19, and adjusted EPS fell 13% to $3.90. For 2026, the company expects low-single-digit revenue growth, about 50 basis points of adjusted EBITDA margin expansion, and plans to repurchase up to $1 billion of shares.
Q4 2025 revenue was $1,127.7 million, up 0.4% from $1,122.9 million a year earlier
Q4 diluted EPS from continuing operations was $3.19 versus $3.56; adjusted EPS was $3.90 versus $4.47
Q4 adjusted EBITDA fell 12% to $249.0 million; CCM adjusted EBITDA fell 10% and CWT fell 10%
2026 outlook: low-single-digit revenue growth and adjusted EBITDA margin up about 50 basis points; up to $1 billion of share repurchases planned
Jacobs reported fiscal first quarter 2026 results for the quarter ended December 26, 2025, with gross revenue of $3.3 billion, up 12.3%, and GAAP net earnings of $125.0 million, compared with a net loss of $17.1 million a year earlier. The company raised the low end of its fiscal 2026 adjusted net revenue growth range and its adjusted EPS range, and also announced a 12.5% dividend increase and a transaction to acquire the remaining stake in PA Consulting, which matter to shareholders because they reflect higher profit, higher guidance and increased capital returns.
Gross revenue of $3.3 billion, up 12.3% year over year; adjusted net revenue of $2.3 billion, up 8.2%
GAAP EPS of $1.11 versus a loss of $0.10 a year earlier; adjusted EPS of $1.53, up 15.0%
Fiscal 2026 adjusted EPS guidance of $6.95 to $7.30 (previously $6.90 to $7.30); adjusted net revenue growth of 6.5% to 10.0% (previously 6.0% to 10.0%)
Repurchased $252 million of Jacobs shares in the quarter; quarterly dividend increased 12.5%
Enphase Energy reported fourth-quarter 2025 revenue of $343.3 million, down from $410.4 million in the third quarter, and GAAP diluted earnings per share of $0.29, down from $0.50. The company guided first-quarter 2026 revenue to $270.0 million to $300.0 million, below the fourth-quarter level, so shareholders face lower reported sales and earnings in the latest quarter and a lower revenue outlook for the next one.
Q4 2025 revenue was $343.3 million, versus $410.4 million in Q3 2025 and $382.7 million in Q4 2024.
GAAP diluted EPS was $0.29, versus $0.50 in Q3 2025 and $0.45 in Q4 2024; non-GAAP diluted EPS was $0.71, versus $0.90 in Q3 2025.
Non-GAAP gross margin was 46.1%, down from 49.2% in Q3 2025, including a 5.1 percentage point reciprocal tariff impact.
Q1 2026 outlook: revenue of $270.0 million to $300.0 million, including approximately $35.0 million of safe harbor shipments.
H&R Block reported fiscal 2026 second-quarter results for the period ended December 31, 2025. Revenue rose 11.1% to $198.9 million, while the net loss from continuing operations narrowed slightly to $241.6 million, but the loss per share widened 6.7% to $1.91 because of fewer shares outstanding. The company reaffirmed its full-year fiscal 2026 outlook.
Total revenue of $198.9 million, up $19.8 million or 11.1% from the prior year
Net loss from continuing operations of $241.6 million, improved by $0.9 million
Loss per share from continuing operations of $1.91, up 6.7%, due to share repurchases
Reaffirmed fiscal 2026 revenue of $3.875 to $3.895 billion and adjusted diluted EPS of $4.85 to $5.00
IAC Inc. reported fourth-quarter 2025 revenue of $646.0 million, down 10% from a year earlier, and an operating loss of $113.4 million, which included a $207.5 million non-cash goodwill impairment at Care.com. The net loss attributable to IAC shareholders narrowed to $76.8 million from $199.0 million, helped by an $118.5 million unrealized gain on its MGM Resorts stake. The company also said it will stop providing quarterly earnings guidance and gave full-year 2026 total Adjusted EBITDA guidance of $260 million to $335 million.
Q4 revenue was $646.0 million versus $721.4 million a year earlier; Search revenue fell 68% to $29.0 million.
Diluted loss per share was $0.99 versus $2.42 in Q4 2024.
People Inc. Digital revenue rose 14% to $354.8 million, its fastest growth in five quarters.
FY 2026 guidance includes total operating income of $95 million to $190 million; quarterly outlooks will no longer be provided.
Emerson reported first quarter fiscal 2026 results for the quarter ended December 31, 2025, with net sales up 4% to $4,346 million and GAAP EPS up 5% to $1.07. The company also updated its full-year 2026 outlook, including adjusted EPS guidance of $6.40 to $6.55 and plans to return about $2.2 billion to shareholders through roughly $1 billion in buybacks and about $1.2 billion in dividends.
Net sales rose 4% to $4,346 million; underlying sales grew 2% and underlying orders grew 9%.
Pretax earnings were flat at $775 million, and pretax margin fell to 17.8% from 18.6%.
Operating cash flow fell 10% to $699 million and free cash flow fell 13% to $602 million.
2026 adjusted EPS guidance is $6.40 to $6.55; second-quarter adjusted EPS guidance is $1.50 to $1.55.
Columbia Sportswear reported fourth quarter 2025 net sales down 2% to $1,070.2 million and diluted EPS of $1.73, down from $1.80. For full year 2025, net sales rose 1% but diluted EPS fell to $3.24 from $3.82, including $29.0 million of impairment charges, and the company guided 2026 diluted EPS to $3.20 to $3.65 against $3.23 in 2025. Its first quarter 2026 EPS outlook of $0.29 to $0.37 is well below the $0.75 reported a year earlier.
Q4 2025 net sales fell 2% to $1,070.2 million; operating income fell 15% to $116.7 million; diluted EPS $1.73 vs $1.80
FY 2025 net sales rose 1% to $3,397.4 million; diluted EPS $3.24 vs $3.82; impairment charges cut EPS by $0.45
FY 2026 outlook: net sales $3.43 to $3.50 billion, operating income $211 to $243 million, diluted EPS $3.20 to $3.65
Q1 2026 outlook: net sales $747 to $759 million and diluted EPS $0.29 to $0.37 vs $0.75; quarterly dividend $0.30 per share payable March 20, 2026
Amgen reported fourth-quarter and full-year 2025 results, with total revenue up 9% to $9.9 billion in the quarter and up 10% to $36.8 billion for the year. Full-year non-GAAP EPS rose 10% to $21.84, while fourth-quarter non-GAAP EPS was roughly flat at $5.29, and the company guided 2026 total revenue to $37.0 billion to $38.4 billion. Shareholders also face the FDA's January 16, 2026 request that TAVNEOS be voluntarily withdrawn from the U.S. market, which the filing does not quantify.
Full-year total revenue rose 10% to $36.8 billion; fourth-quarter total revenue rose 9% to $9.9 billion.
Full-year GAAP EPS rose 88% to $14.23 and non-GAAP EPS rose 10% to $21.84; fourth-quarter non-GAAP EPS was $5.29 versus $5.31.
2026 guidance: total revenue of $37.0 billion to $38.4 billion and non-GAAP EPS of $21.60 to $23.00.
On January 16, 2026, the FDA requested that ChemoCentryx voluntarily withdraw TAVNEOS from the U.S. market.
Skyworks reported first-quarter fiscal 2026 revenue of $1.035 billion, down from $1.07 billion in the year-earlier quarter, and GAAP diluted EPS of $0.53 versus $1.00. It forecast March-quarter revenue of $875 million to $925 million and declared a $0.71 per share dividend, so shareholders see lower year-over-year results and a lower sales outlook for the next quarter.
Q1 revenue of $1.035 billion versus $1.07 billion for the quarter ended December 27, 2024
GAAP diluted EPS of $0.53 versus $1.00; non-GAAP diluted EPS of $1.54 versus $1.60
March-quarter revenue outlook of $875 million to $925 million; non-GAAP EPS of $1.04 at the revenue midpoint
Quarterly dividend of $0.71 per share, payable March 17, 2026, to holders of record on February 24, 2026
Mercury Systems reported second-quarter fiscal 2026 results for the period ended December 26, 2025. Revenue rose to $233 million from $223 million a year earlier, and the GAAP net loss narrowed to $15 million, or $0.26 per share, from $18 million, or $0.30 per share. Cash flow weakened: free cash flow was $46 million, down from $82 million, and the filing gives no revenue or earnings guidance.
Q2 bookings were $288 million, up 18.6% year over year, with a book-to-bill of 1.23
Backlog reached $1.5 billion at December 26, 2025, up 8.8% year over year
Adjusted EBITDA was $30 million, up from $22 million, and adjusted EPS was $0.16 versus $0.07
Operating cash flow was $52 million versus $85 million, and free cash flow was $46 million versus $82 million
Cirrus Logic reported fiscal third-quarter 2026 revenue of $580.6 million and GAAP diluted earnings per share of $2.66, up from $2.11 a year earlier. Its fourth-quarter revenue outlook of $410 million to $470 million is down 24% sequentially at the midpoint, which points to a sharp slowdown in the current quarter.
Q3 FY26 revenue was $580.6 million, up from $555.7 million in Q3 FY25 and $561.0 million in Q2 FY26.
GAAP diluted EPS was $2.66 versus $2.11 in Q3 FY25; non-GAAP diluted EPS was $2.97.
Q4 FY26 revenue is expected between $410 million and $470 million, down 24% sequentially at the midpoint.
One customer contributed approximately 94% of total revenue in Q3 FY26.
AMETEK reported record fourth-quarter and full-year 2025 sales and adjusted earnings, with full-year sales of $7.4 billion, up 7%, and adjusted earnings of $7.43 per diluted share, up 9%. The company also guided 2026 adjusted earnings to $7.87 to $8.07 per diluted share and separately announced its acquisition of LKC Technologies, a maker of ophthalmic diagnostic devices.
Q4 2025 sales were a record $2.0 billion, up 13%; GAAP diluted EPS was $1.73 versus $1.67, and adjusted EPS was $2.01, up 7%.
Full-year 2025 GAAP diluted EPS was $6.40 versus $5.93 in 2024; adjusted EPS was $7.43, up 9%.
2026 outlook: sales up mid to high single digits and adjusted EPS of $7.87 to $8.07; Q1 2026 adjusted EPS of $1.85 to $1.90.
LKC Technologies, headquartered in Germantown, MD, will join the Electronic Instruments Group; the filing does not disclose the purchase price.
Mueller Industries reported fourth-quarter 2025 net income of $153.7 million, up 11.6%, and diluted EPS of $1.38, up 14.0%, on net sales of $962.4 million, up 4.2%. For full year 2025, net income reached $765.2 million, up 26.5%, and the CEO said this was the highest annual operating and net income in the company's history.
Q4 2025 net sales $962.4 million vs. $923.5 million; operating income $172.0 million, up 1.0%.
Q4 gross margin was hit by an $18.2 million unrealized loss on open hedge contracts as copper prices rose.
Full year 2025 diluted EPS was $6.86 vs. $5.31 in 2024, up 29.2%.
Year-end cash and short-term investments totaled $1.39 billion, and the company reported no debt.
Illinois Tool Works reported fourth-quarter 2025 revenue of $4.1 billion, up 4.1%, and GAAP earnings of $2.72 per diluted share, up 7%. It also initiated 2026 guidance for GAAP EPS of $11.00 to $11.40 and plans to repurchase about $1.5 billion of its shares, which is relevant to shareholders because it sets the company's expected profit and buyback levels for the year.
Q4 2025 revenue was $4.1 billion, up 4.1%, with organic growth of 1.3%
Full-year 2025 GAAP EPS was $10.49, above the prior guidance midpoint of $10.45
2026 guidance: revenue growth of 2% to 4% and GAAP EPS of $11.00 to $11.40
The company plans to repurchase approximately $1.5 billion of its own shares in 2026
Graphic Packaging reported fourth-quarter and full-year 2025 results, with full-year net sales down 2% to $8.6 billion and net income down to $444 million from $658 million. The company guided 2026 Adjusted EBITDA to $1.05 billion to $1.25 billion, compared with $1.395 billion in 2025, and CEO Robbert Rietbroek has initiated a comprehensive review of operations and footprint along with a selective portfolio review.
Fourth-quarter 2025 net sales were $2,103 million, flat versus $2,095 million, while net income fell to $71 million ($0.24 per diluted share) from $138 million ($0.46).
Full-year 2025 net sales were $8,617 million versus $8,807 million; net income was $444 million ($1.48 per diluted share) versus $658 million ($2.16).
2026 guidance: Net Sales $8.4 billion to $8.6 billion, Adjusted EBITDA $1.05 billion to $1.25 billion, Adjusted EPS $0.75 to $1.15; Adjusted Free Cash Flow target of $700 million to $800 million was affirmed.
Full-year 2025 Net Leverage Ratio was 3.8x, up from 3.0x in 2024.
Grainger reported fourth-quarter and full-year 2025 results on February 3, 2026. Sales grew, but operating margin and diluted EPS declined, and reported full-year EPS fell 8.6% after a $196 million loss tied to its exit from the U.K. market. The company also issued 2026 guidance calling for net sales of $18.7 billion to $19.1 billion and adjusted diluted EPS of $42.25 to $44.75.
Q4 2025 net sales were $4.4 billion, up 4.5%, while operating margin was 14.3%, down 70 basis points.
Q4 2025 diluted EPS was $9.44, down 2.8%. Full-year 2025 diluted EPS was $35.40 reported (down 8.6%) and $39.48 adjusted (up 1.3%).
Full-year 2025 free cash flow was $1.3 billion, and the company returned $1.5 billion to shareholders through dividends and share repurchases.
2026 guidance includes net sales of $18.7 billion to $19.1 billion, adjusted diluted EPS of $42.25 to $44.75, and a share buyback of $0.95 billion to $1.05 billion.
Ball Corporation reported fourth-quarter 2025 net sales of $3.35 billion, up from $2.88 billion a year earlier, and comparable diluted earnings per share of 91 cents, up from 84 cents. The company expects 2026 comparable diluted EPS growth of 10-plus percent and free cash flow greater than $900 million, and it returned $1.54 billion to shareholders in 2025 through share repurchases and dividends.
Q4 2025 comparable diluted EPS was 91 cents versus 84 cents in Q4 2024; U.S. GAAP diluted EPS was 75 cents versus a loss of 11 cents.
Full-year 2025 net sales were $13.16 billion versus $11.80 billion in 2024, and adjusted free cash flow was $956 million.
2026 outlook: comparable diluted EPS growth of 10-plus percent and free cash flow greater than $900 million.
Ball completed the acquisition of an 80 percent stake in Benepack for approximately €184 million in late January 2026.
Hubbell reported fourth-quarter 2025 net sales of $1.5 billion, up 12% from a year earlier, and diluted EPS of $4.19 versus $3.66. For full-year 2025, diluted EPS was $16.54 versus $14.39, and the company expects 2026 GAAP diluted EPS of $17.30 to $18.00 and adjusted diluted EPS of $19.15 to $19.85.
Q4 2025 net sales were $1,492.7 million, up from $1,334.3 million; organic growth was 9%
Q4 2025 diluted EPS was $4.19 versus $3.66; adjusted diluted EPS was $4.73, up 15%
FY 2025 diluted EPS was $16.54 versus $14.39; adjusted diluted EPS was $18.21, up 10%
2026 outlook: total sales growth of 7-9% and GAAP diluted EPS of $17.30 to $18.00
ATI reported fourth quarter 2025 sales of $1.18 billion, up 5% from the third quarter and flat from a year earlier, with GAAP diluted EPS of $0.69 versus $0.94 a year ago. Adjusted EPS rose to $0.93 from $0.79, but the company recorded $22.9 million of restructuring and other charges and an $18.6 million pension remeasurement loss in the quarter. The company also set fiscal 2026 adjusted EBITDA guidance of $975 million to $1.025 billion and adjusted EPS guidance of $3.99 to $4.27.
Q4 2025 sales were $1.18 billion, up 5% from Q3 2025 and flat from Q4 2024
Q4 2025 GAAP diluted EPS was $0.69, down from $0.94 in Q4 2024; adjusted EPS was $0.93, up from $0.79
Fiscal 2026 guidance: adjusted EBITDA of $975 million to $1.025 billion and adjusted EPS of $3.99 to $4.27, versus fiscal 2025 adjusted EPS of $3.24
In fiscal 2025 the company repurchased $470 million of shares and repaid $150 million of debt in Q4
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