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).
Ares Management reported fourth-quarter 2025 results and declared a quarterly dividend of $1.35 per share, which it said is a 20% increase. Fee-related and after-tax realized income rose from a year earlier, but GAAP net income attributable to the company fell sharply.
GAAP net income attributable to Ares was $54.2 million for Q4 2025, down from $177.3 million in Q4 2024; GAAP EPS was $0.08 versus $0.72
After-tax realized income was $529.1 million, up 22% from $434.7 million, or $1.45 per Class A share versus $1.23
Fee related earnings were $527.7 million, up 33% from $396.2 million; total revenues were $1.50 billion versus $1.26 billion
Quarterly common dividend of $1.35 per share is payable March 31, 2026 to holders of record on March 17, 2026
Xcel Energy reported fourth-quarter and full-year 2025 results on February 5, 2026. Revenue rose to $14.669 billion from $13.441 billion, and ongoing diluted EPS rose to $3.80 from $3.50, while GAAP diluted EPS fell slightly to $3.42 from $3.44 after a $296 million Marshall Wildfire litigation charge. The company reaffirmed its 2026 EPS guidance of $4.04 to $4.16 per share.
Full-year 2025 GAAP diluted EPS was $3.42 versus $3.44 in 2024; ongoing diluted EPS was $3.80 versus $3.50.
Full-year 2025 total operating revenues were $14.669 billion versus $13.441 billion in 2024; net income was $2.018 billion versus $1.936 billion.
Fourth-quarter 2025 GAAP diluted EPS was $0.95 versus $0.81 a year earlier.
Xcel Energy reaffirmed 2026 EPS guidance of $4.04 to $4.16 per share.
Dorian LPG reported results for the three months ended December 31, 2025, with revenues of $120.0 million, up 48.7% from a year earlier, and net income of $47.2 million, or $1.11 per diluted share, versus $0.50 a year earlier. The company also declared an irregular dividend of $0.70 per share, about $29.9 million in total, payable February 24, 2026.
Revenues were $120.0 million, up $39.3 million from $80.7 million, driven by higher average time charter equivalent rates and more available days.
Net income was $47.2 million, or $1.11 per diluted share, compared with $21.4 million, or $0.50 per diluted share, a year earlier.
Time charter equivalent rate per available day was $50,333, up 39.5% from $36,071.
The irregular dividend of about $29.9 million, or $0.70 per share, is payable on or about February 24, 2026, to shareholders of record as of February 9, 2026.
Patterson-UTI reported fourth-quarter 2025 revenue of $1.15 billion, down from $1.18 billion in the third quarter and $1.16 billion a year earlier, and a net loss of $9 million, narrower than the prior quarter and the year-earlier period. For full-year 2025, revenue fell to $4.83 billion from $5.38 billion, and adjusted free cash flow was $416 million, down from $523 million in 2024. The company also raised its quarterly dividend 25% to $0.10 per share and expects first-quarter 2026 Completion Services adjusted gross profit of about $95 million, down from $111 million in the fourth quarter.
Q4 2025 revenue of $1.15 billion, versus $1.18 billion in Q3 2025 and $1.16 billion in Q4 2024
Q4 2025 net loss attributable to common stockholders of $9 million, versus $36 million in Q3 2025 and $52 million in Q4 2024
Q4 2025 adjusted EBITDA of $221 million, versus $225 million in Q4 2024
Quarterly dividend raised 25% to $0.10 per share, payable March 16, 2026 to holders of record as of March 2, 2026
ASGN Incorporated, which is transitioning to the Everforth brand, reported fourth-quarter 2025 revenues of $980.1 million, close to $985.0 million a year earlier, while net income fell to $25.2 million, or $0.59 per diluted share, from $42.4 million, or $0.95. The company also gave first-quarter 2026 estimates of $960.0 million to $980.0 million in revenues and $0.62 to $0.71 in diluted earnings per share, and announced a definitive agreement to acquire Quinnox Inc. for $290 million in cash.
Q4 2025 net income was $25.2 million ($0.59 per diluted share), compared with $42.4 million ($0.95) in Q4 2024.
Q4 2025 revenues were $980.1 million, compared with $985.0 million a year earlier; Federal Government Segment revenues fell to $281.5 million from $292.3 million.
Q1 2026 estimates: revenues of $960.0 million to $980.0 million and diluted EPS of $0.62 to $0.71.
Full-year 2025 Free Cash Flow was $288.1 million, and the company repurchased $170.1 million of its shares in 2025.
MetLife reported fourth-quarter 2025 net income of $778 million, or $1.17 per share, down 37% from a year earlier, mainly due to net derivative and investment losses. Adjusted earnings per share excluding total notable items rose 24% to $2.58, and the company maintained its near-term 2026 targets for adjusted return on equity and double-digit adjusted EPS growth. The mixed picture matters to shareholders because reported profit fell sharply while the company's adjusted measures and revenue grew.
Q4 net income was $778 million ($1.17 per share), versus $1,239 million ($1.78 per share) a year earlier; net derivative losses were $646 million.
Q4 adjusted EPS excluding total notable items rose 24% to $2.58; full-year figure was $8.89, up 10%.
Q4 premiums, fees and other revenues rose 29% to $18.7 billion; adjusted PFOs excluding pension risk transfers rose 8% to $12.8 billion.
2026 outlook maintains adjusted ROE target of 15%-17% and expects the direct expense ratio to be 12.1% for 2026.
Ralliant reported fourth-quarter 2025 revenue of $555 million, up 1% from a year earlier, and a net loss of $(1.4) billion, or $(12.10) per diluted share, driven by a $1.4 billion non-cash goodwill impairment in its Test & Measurement segment. The company also issued first-quarter and full-year 2026 outlooks and set a February 14, 2026 deadline for stockholder proposals ahead of its first annual meeting on June 5, 2026.
Q4 2025 revenue of $555 million, up 1% year over year; net loss of $(1.4) billion, including a $1.4 billion goodwill impairment tied mainly to the EA Elektro-Automatik business
Adjusted diluted EPS of $0.69; operating cash flow of $102 million and free cash flow of $92 million
Q1 2026 outlook: revenue of $508 million to $522 million and adjusted EPS of $0.46 to $0.52; full-year 2026 outlook: revenue of $2.1 billion to $2.2 billion and adjusted EPS of $2.22 to $2.42
First annual stockholder meeting set for June 5, 2026; deadline for stockholder proposals and nominations is February 14, 2026
Standex reported fiscal second-quarter 2026 results for the period ended December 31, 2025, with net sales up 16.6% year over year to $221.3 million and adjusted diluted EPS up 8.9% to $2.08. GAAP diluted EPS was $0.17, reflecting a $17.98 million change in redeemable noncontrolling interest to redemption value. The company reiterated its fiscal 2026 outlook for sales growth of over $110 million.
Net sales rose 16.6% to $221.3 million; organic growth was 6.4%, and Electronics grew 11.1% organically
Adjusted diluted EPS was $2.08 versus $1.91 a year earlier; GAAP diluted EPS was $0.17 versus $0.07
Change of redeemable noncontrolling interest to redemption value was $17,979 thousand, which reduced GAAP net income attributable to Standex to $2.1 million
Fiscal 2026 sales outlook reiterated: revenue growth of over $110 million, with sales from fast growth markets expected to exceed $270 million
Essex Property Trust reported fourth-quarter 2025 results, with Core FFO per diluted share up 1.5% year over year while net income per diluted share fell to $1.25 from $4.00, which the company attributes mainly to gains on real estate sales and remeasurement of co-investments in the prior-year period. The company also issued 2026 Core FFO guidance with a midpoint of $15.94 per diluted share, the same as its 2025 Core FFO, and said it would be $16.23 excluding structured finance headwinds.
Q4 2025 net income per diluted share $1.25 vs. $4.00 in Q4 2024; full-year $10.40 vs. $11.54
Q4 2025 Core FFO per diluted share $3.98 vs. $3.92; full-year $15.94 vs. $15.60, above the midpoint of original guidance
Q4 2025 same-property revenue grew 3.8% year over year; full-year same-property revenue grew 3.3%
2026 Core FFO per diluted share guidance midpoint $15.94, flat versus 2025; excluding structured finance impact, $16.23
First Industrial reported fourth-quarter 2025 diluted EPS of $0.59, up from $0.52, and FFO of $0.77 per share/unit, up from $0.71, and raised its quarterly dividend 12.4% to $0.50 per share. It also initiated 2026 NAREIT FFO guidance of $3.09 to $3.19 per share/unit. Full-year 2025 EPS fell to $1.87 from $2.17, and gains on sale of real estate were $26.9 million for 2025 versus $112.0 million for 2024.
Q4 2025 diluted EPS $0.59 vs $0.52 a year earlier; FFO $0.77 per share/unit vs $0.71
Full-year 2025 FFO $2.96 per share/unit, up 11.7% from $2.65 in 2024; full-year EPS $1.87 vs $2.17
Quarterly dividend raised 12.4% to $0.50 per share/unit, payable April 20, 2026
2026 NAREIT FFO guidance initiated at $3.09 to $3.19 per share/unit, about 6% growth at the midpoint
Phibro Animal Health reported fiscal second-quarter results for the period ended December 31, 2025, with net sales up 21% to $373.9 million and net income rising to $27.5 million from $3.2 million a year earlier. The company also raised its fiscal 2026 guidance, now calling for net sales of $1.45 billion to $1.50 billion and adjusted EBITDA of $245 million to $255 million, which signals higher expected sales and profit for shareholders.
Net sales of $373.9 million, up 21%; net income of $27.5 million versus $3.2 million a year earlier
Diluted EPS of $0.67 versus $0.08; adjusted diluted EPS of $0.87 versus $0.55
Fiscal 2026 guidance raised: net sales of $1.45 billion to $1.50 billion; adjusted EBITDA of $245 million to $255 million
Total debt of $737.0 million and a 3.1x gross leverage ratio as of December 31, 2025
Victory Capital reported fourth-quarter 2025 revenue of $374.1 million, up 61.0% from a year earlier, and GAAP net income of $112.8 million, or $1.32 per diluted share, up from $1.17. Full-year 2025 GAAP diluted EPS was $4.08, down from $4.38 in 2024, and the company recorded $2.1 billion of long-term net outflows in the quarter, so shareholders face mixed signals from the period.
Q4 2025 revenue $374.1 million, up 61.0% year over year and 3.6% from Q3 2025
Q4 GAAP operating margin 40.9%, down from 48.1% a year earlier
Q4 long-term net outflows of $2.1 billion; total AUM $313.8 billion at December 31, 2025
Board approved a regular quarterly cash dividend of $0.49 per share, payable March 25, 2026
WEX reported fourth-quarter and full-year 2025 results on February 4, 2026. Q4 revenue rose 5.7% to $672.9 million and GAAP diluted EPS rose to $2.41 from $1.60, while full-year revenue grew 1.2% to $2.66 billion and full-year adjusted EPS rose 5.4% to $16.10. The company guided 2026 full-year adjusted EPS to $17.25 to $17.85, above the 2025 level, but Q4 operating cash flow fell to $294.7 million from $638.4 million.
Q4 2025 revenue of $672.9 million, up 5.7%; Q4 adjusted net income of $143.7 million, or $4.11 per diluted share, up 15.1%
Full-year 2025 GAAP net income of $304.1 million, down from $309.6 million; diluted EPS of $8.47 versus $7.50
Q1 2026 guidance: revenue of $650 million to $670 million and adjusted EPS of $3.80 to $4.00
Full-year 2026 guidance: revenue of $2.70 billion to $2.76 billion and adjusted EPS of $17.25 to $17.85
O'Reilly Automotive reported fourth-quarter 2025 sales of $4.41 billion, up 8%, and diluted earnings per share of $0.71, up 13%. The company also issued 2026 guidance calling for diluted EPS of $3.10 to $3.20 and total revenue of $18.7 billion to $19.0 billion, both above 2025 levels, for shareholders evaluating the year ahead.
Q4 2025 sales rose $319 million, or 8%, to $4.41 billion; comparable store sales grew 5.6%
Q4 2025 operating income rose 12% to $829 million; diluted EPS was $0.71 versus $0.63 a year earlier
Full-year 2026 guidance: diluted EPS $3.10 to $3.20 and total revenue $18.7 billion to $19.0 billion
CEO Brad Beckham said SG&A again exceeded company expectations in Q4 due to health care and casualty claim cost inflation
Murphy USA reported fourth-quarter 2025 net income of $141.9 million, nearly flat from $142.5 million a year earlier, while diluted earnings per share rose to $7.53 from $6.96. For full-year 2025, net income fell to $470.6 million from $502.5 million, with diluted EPS of $24.10 compared with $24.11, and the company issued 2026 guidance calling for higher merchandise contribution and SG&A costs.
Q4 2025 total operating revenues were $4,743.6 million, up from $4,710.4 million; full-year revenues were $19,384.0 million, down from $20,244.3 million.
Q4 2025 total fuel contribution was 34.3 cents per gallon versus 32.5 cents in Q4 2024; full-year merchandise contribution rose to $869.0 million.
The company repurchased $652.0 million of common stock in 2025 and paid a quarterly dividend of $0.63 per share on December 1, 2025.
2026 guidance projects merchandise contribution of $890 million to $900 million and SG&A of $240 million to $250 million.
STERIS reported fiscal 2026 third-quarter results for the quarter ended December 31, 2025, with revenue up 9% to $1.5 billion and diluted EPS from continuing operations of $1.96, compared with $1.75 a year earlier. The company kept its fiscal 2026 adjusted EPS outlook of $10.15 to $10.30, but raised its estimate of the tariff hit to pre-tax profit to approximately $55 million from approximately $45 million.
Q3 revenue from continuing operations was $1,496.2 million, up from $1,370.6 million; constant currency organic growth was 8%.
Q3 diluted EPS from continuing operations was $1.96 versus $1.75; adjusted EPS was $2.53 versus $2.32.
Fiscal 2026 outlook was maintained: adjusted EPS of $10.15 to $10.30 and revenue growth of 8% to 9%.
Estimated tariff impact on pre-tax profit rose to approximately $55 million from approximately $45 million.
Silgan Holdings reported full-year 2025 net sales of $6.5 billion and net income of $288.4 million, or $2.70 per diluted share, up from $276.4 million in 2024, and adjusted EPS of $3.72, up 3%. Fourth-quarter net income fell to $18.2 million, or $0.17 per diluted share, from $45.1 million, with $32.5 million of rationalization charges, and the company guided 2026 adjusted EPS to $3.70 to $3.90 while first-quarter 2026 adjusted EPS is expected at $0.70 to $0.80 versus $0.82 a year earlier.
Full-year 2025 net sales were $6.5 billion, up $628.5 million or 11%, and net income was $288.4 million, or $2.70 per diluted share, versus $2.58 in 2024.
Fourth-quarter 2025 net income was $18.2 million, or $0.17 per diluted share, versus $45.1 million, or $0.42, a year earlier; rationalization charges were $32.5 million.
Adjusted EPS for 2026 is estimated at $3.70 to $3.90, compared with $3.72 in 2025.
Adjusted EPS for the first quarter of 2026 is estimated at $0.70 to $0.80, compared with $0.82 in the first quarter of 2025.
Black Hills Corp. reported fourth-quarter 2025 GAAP EPS of $1.39 and adjusted EPS of $1.41, up from $1.37 in the year-earlier quarter, and full-year 2025 adjusted EPS of $4.10, up from $3.91. The company initiated 2026 adjusted EPS guidance of $4.25 to $4.45, which excludes the pending merger with NorthWestern Energy expected to close in the second half of 2026.
Q4 2025 revenue was $635.5 million, up from $597.1 million; full-year revenue was $2.31 billion, up from $2.13 billion.
Full-year 2025 GAAP EPS was $3.98 and adjusted EPS was $4.10, which excludes $0.12 of merger-related costs.
2026 adjusted EPS guidance of $4.25 to $4.45 reflects 6% growth over 2025, assuming normal weather and excluding merger-related costs.
Shareholders vote on the NorthWestern merger at special meetings scheduled for April 2, 2026.
Rexford Industrial reported fourth-quarter and full-year 2025 results. Full-year net income attributable to common stockholders fell to $200.2 million, or $0.86 per diluted share, from $262.9 million, or $1.20 per diluted share, a year earlier, while Core FFO per diluted share rose 2.6% to $2.40. The company also guided 2026 Core FFO to $2.35 to $2.40 per diluted share and said Laura Clark will become chief executive on April 1, 2026.
Full-year 2025 net income attributable to common stockholders was $200.2 million, or $0.86 per diluted share, versus $262.9 million, or $1.20, in 2024
Full-year 2025 Core FFO was $2.40 per diluted share, up 2.6% from $2.34
Fourth-quarter net loss of $68.7 million included $89.1 million of impairments and $60.2 million of Co-CEO transition costs
2026 guidance: Core FFO of $2.35 to $2.40 per diluted share; Laura Clark to become CEO effective April 1, 2026
StoneX reported record net income of $139.0 million and net operating revenues of $724.4 million for the fiscal first quarter ended December 31, 2025, up 63% and 47% from a year earlier. Diluted earnings per share rose to $2.50 from $1.69. The company also approved a three-for-two stock split, which will add one share for every two shares held.
Net operating revenues of $724.4 million, up 47% from $492.1 million; net income of $139.0 million, up 63% from $85.1 million
Diluted EPS of $2.50 versus $1.69 a year earlier; return on equity of 22.5% versus 19.5%
Three-for-two stock split: additional shares distributed after close on March 20, 2026, record date March 10, 2026; split-adjusted trading expected to begin March 23, 2026
Mueller Water Products reported first-quarter fiscal 2026 results for the quarter ended December 31, 2025, with net sales up 4.6% to $318.2 million and diluted earnings per share of $0.27, up from $0.22. The company raised its fiscal 2026 guidance for net sales and adjusted EBITDA, which signals management's expectation of stronger full-year results.
Net sales rose to $318.2 million from $304.3 million, driven mainly by higher pricing across most product lines.
Net income rose to $43.2 million from $35.3 million; diluted EPS was $0.27 versus $0.22, and adjusted EPS was $0.29 versus $0.25.
Fiscal 2026 net sales guidance was raised to $1.47 billion to $1.49 billion, and adjusted EBITDA guidance was raised to $355 million to $360 million.
Water Management Solutions adjusted operating income fell 11.2%, and the company repurchased $5.5 million of common stock during the quarter.
Stewart Information Services reported fourth-quarter 2025 net income attributable to Stewart of $36.3 million, or $1.25 per diluted share, up from $22.7 million, or $0.80 per diluted share, a year earlier. Total revenues rose 19% to $790.6 million, and full-year 2025 net income was $115.5 million, or $4.05 per diluted share, compared with $73.3 million, or $2.61, in 2024.
Q4 2025 total revenues of $790.6 million, compared with $665.9 million in Q4 2024.
Q4 2025 diluted EPS of $1.25 versus $0.80; adjusted diluted EPS of $1.65 versus $1.12 (non-GAAP).
Full-year 2025 net income of $115.5 million and diluted EPS of $4.05, versus $73.3 million and $2.61 in 2024.
Q4 2025 results included $3.8 million of pretax net realized and unrealized losses, mainly in the title segment.
Aflac reported fourth quarter 2025 net earnings of $1.4 billion, or $2.64 per diluted share, down from $1.9 billion a year earlier, on total revenues of $4.9 billion, down 9.9%. Adjusted earnings fell 5.4% to $818 million, while adjusted earnings per diluted share rose 0.6% to $1.57. The company also declared a first quarter dividend of $0.61 per share, a 5.2% increase, and repurchased $800 million of its shares in the quarter.
Q4 2025 net earnings were $1.4 billion, or $2.64 per diluted share, versus $1.9 billion, or $3.42, a year earlier; net investment gains of $537 million contributed.
Q4 2025 adjusted earnings were $818 million, down 5.4%; adjusted EPS was $1.57, up 0.6%.
Full-year 2025 total revenues fell 9.3% to $17.2 billion; full-year net earnings were $3.6 billion, or $6.82 per diluted share, versus $9.63 in 2024.
Board declared a first quarter dividend of $0.61 per share, payable March 2, 2026; the company repurchased $800 million of shares in Q4 and $3.5 billion for the year.
Monarch Casino & Resort reported fourth-quarter 2025 net revenue of $140.0 million, up 4.1% from a year earlier, and net income of $22.9 million, compared with $4.2 million in the prior-year quarter. The prior-year figure included a $27.6 million accrued loss on a construction litigation judgment, and the 2025 quarter included $7.0 million of litigation-related charges. The Board also declared a $0.30 per share dividend, part of an annual dividend of $1.20 per share, which shareholders should note when weighing the company's capital returns.
Q4 net revenue $140.0 million vs. $134.5 million; full-year net revenue $545.1 million vs. $522.2 million (up 4.4%).
Q4 diluted EPS $1.25 vs. $0.22; full-year diluted EPS $5.43 vs. $3.84.
Q4 included $7.0 million ($0.30 per diluted share) of litigation-related charges; Adjusted EBITDA rose 9.6% to $51.8 million.
Dividend of $0.30 per share payable March 16, 2026, to stockholders of record on March 2, 2026.
Everest reported fourth-quarter 2025 net income of $446 million, or $10.77 per diluted share, compared with a net loss of $593 million in the same quarter of 2024. For the full year, net income was $1.6 billion and net operating income was $1.9 billion, and the company repurchased $397 million of its common shares during the quarter.
Q4 2025 net operating income of $549 million, or $13.26 per diluted share, versus a net operating loss of $780 million in Q4 2024
Q4 2025 combined ratio of 98.4%, versus 135.5% in Q4 2024; gross written premium of $4.3 billion fell 8.6% on a comparable basis
Paid $122 million in premium consideration for the second layer of the Adverse Development Cover; recognized a $127.3 million pre-tax benefit from the sale of commercial retail renewal rights to AIG
Omega Healthcare reported fourth quarter and full year 2025 results in a February 4, 2026 press release filed under Form 8-K. Net income and AFFO per diluted share both rose from a year earlier, and full-year 2025 AFFO was $3.10 per diluted share versus $2.87 in 2024. The company also guided to 2026 AFFO of $3.15 to $3.25 per diluted share, which shareholders can compare with the 2025 figure.
Q4 2025 net income was $172 million, or $0.55 per diluted share, versus $116 million, or $0.41, in Q4 2024.
Q4 2025 AFFO was $250 million, or $0.80 per diluted share, versus $0.74 in Q4 2024.
2026 AFFO guidance is $3.15 to $3.25 per diluted share; the board declared a $0.67 quarterly dividend on January 29, 2026, payable February 17, 2026.
A10 Networks reported record fourth-quarter revenue of $80.4 million, up from $74.2 million a year earlier, and record full-year revenue of $290.6 million. GAAP net income fell in both periods, to $9.9 million for the quarter and $42.1 million for the year, while management raised its 2026 revenue growth outlook to 10-12% and expects EPS growth of 12-14%.
Q4 2025 GAAP net income was $9.9 million, or $0.14 per diluted share, versus $18.3 million, or $0.24, in Q4 2024
Q4 2025 non-GAAP EPS was $0.26 per diluted share, versus $0.31 in Q4 2024
Full-year 2025 revenue rose 11.0% to $290.6 million; full-year GAAP net income was $42.1 million, or $0.57 per diluted share
2026 outlook: revenue growth of 10-12% and EPS growth of 12-14%; quarterly dividend of $0.06 per share payable March 2, 2026 to holders of record on February 16, 2026
Crown Castle reported fourth quarter and full year 2025 results, with site rental revenues of $4,049 million, down 5.1% from 2024, and Adjusted EBITDA of $2,863 million, down 6%. Net income rose to $444 million from a $3,903 million loss in 2024, which included a $5.0 billion goodwill impairment, and the company's 2026 outlook midpoint for site rental revenues is $3,850 million, also lower. The company also began a restructuring plan to cut about 20% of tower and corporate headcount, with about $30 million in charges and about $65 million in annualized operating cost savings.
Full year 2025 site rental revenues were $4,049 million versus $4,268 million in 2024; net income was $444 million versus a $(3,903) million loss, mainly due to the absence of the 2024 goodwill impairment.
2026 outlook midpoints: site rental revenues $3,850 million, Adjusted EBITDA $2,690 million and AFFO $1,920 million, excluding DISH Wireless contributions after its contract termination announced January 12, 2026.
Restructuring plan cuts tower and corporate headcount by about 20%, with total charges of about $30 million, including about $20 million in the first quarter of 2026, and about $65 million in annualized operating cost savings.
The company expects to keep its dividend at $4.25 per share annualized and, after the $8.5 billion Fiber Business sale closes (assumed June 30, 2026), to repurchase about $1 billion of shares and repay about $7 billion of debt.
Allstate reported fourth-quarter 2025 revenue of $17.3 billion, up 5.1% from a year earlier, and net income applicable to common shareholders of $3.8 billion, up from $1.9 billion. For full-year 2025, net income applicable to common shareholders was $10.2 billion, compared with $4.6 billion in 2024. The company also said its common dividend will rise to $1.08 per share and that a new $4.0 billion share repurchase program will begin once the existing $1.5 billion program is completed.
Q4 2025 net income applicable to common shareholders was $3.8 billion ($14.37 per diluted share), versus $1.9 billion ($7.07) a year earlier.
Q4 2025 adjusted net income was $3.8 billion, or $14.31 per diluted share, versus $2.1 billion ($7.67) in Q4 2024.
Full-year 2025 revenue was $67.7 billion, 5.6% above 2024; full-year adjusted net income was $9.3 billion.
Dividend to increase to $1.08 per share, payable April 1, 2026; a $4.0 billion repurchase program over 24 months will follow the existing $1.5 billion program.
Corpay reported fourth-quarter 2025 revenue of $1,248.2 million, up 21%, and adjusted diluted EPS of $6.04, up 13%, both of which the company said finished ahead of its expectations. It also issued 2026 guidance calling for total revenues of $5,215 million to $5,315 million and adjusted EPS of $25.50 to $26.50, and agreed to sell its PayByPhone mobile parking payments business to Lightyear Capital.
Q4 2025 revenue $1,248.2 million, up 21% from $1,034.4 million; organic revenue growth 11%
Q4 GAAP diluted EPS $3.75 vs. $3.44 a year earlier; adjusted diluted EPS $6.04 vs. $5.36
2026 guidance: total revenues $5,215 million to $5,315 million; adjusted diluted EPS $25.50 to $26.50
Definitive agreement to sell PayByPhone to Lightyear Capital; price and closing timing are not stated in the filing
EnerSys reported fiscal third-quarter 2026 net sales of $919.1 million, up 1.4%, with GAAP diluted EPS of $2.40, down from $2.88, and adjusted diluted EPS of $2.77, down from $3.12 but within its $2.71 to $2.81 guidance range. The company also guided fourth-quarter net sales of $960 million to $1 billion and adjusted diluted EPS of $2.95 to $3.05, and declared a quarterly dividend of $0.2625 per share.
Q3 net sales $919.1 million, up 1.4%; pricing up 3%, foreign currency up 2%, organic volume down 4%
Q3 GAAP diluted EPS $2.40 vs $2.88 a year earlier; adjusted diluted EPS $2.77 vs $3.12 a year earlier
Q4 fiscal 2026 outlook: net sales $960 million to $1 billion; adjusted diluted EPS $2.95 to $3.05
Quarterly dividend of $0.2625 per share payable March 27, 2026, to holders of record as of March 13, 2026
Central Garden & Pet reported fiscal 2026 first-quarter results with net sales of $617 million, down from $656 million, and GAAP diluted EPS of $0.11, down from $0.21. Non-GAAP diluted EPS was $0.21, flat with a year earlier, and the company reaffirmed its fiscal 2026 non-GAAP diluted EPS outlook of $2.70 or better. The company said the results are preliminary until it files its Form 10-Q, and the Garden segment swung to an operating loss.
Net sales were $617 million versus $656 million a year earlier, which management partly attributed to shipment timing and portfolio optimization.
GAAP diluted EPS was $0.11 versus $0.21; non-GAAP diluted EPS was $0.21, flat year over year.
Garden segment posted an operating loss of $10 million versus operating income of $2 million a year earlier.
Fiscal 2026 non-GAAP diluted EPS outlook of $2.70 or better was reaffirmed; the company has not yet filed its Form 10-Q for the quarter ended December 27, 2025.
Moelis & Company reported fourth quarter 2025 revenue of $487.9 million, up 11% from the prior year, while GAAP diluted earnings per share fell 4% to $1.10 from $1.15. For full year 2025, GAAP revenue rose 27% to $1,516.8 million and GAAP diluted EPS rose to $2.94 from $1.78. The board also declared a $0.65 per share quarterly dividend and approved a new share repurchase authorization of up to $300.0 million.
Q4 2025 GAAP net income attributable to Moelis was $87.9 million, down 2% from $89.4 million a year earlier
Full year 2025 GAAP revenue was $1,516.8 million, up 27%; Adjusted revenue was $1,535.9 million, up 28%
Quarterly dividend of $0.65 per share is payable March 26, 2026 to holders of record on February 17, 2026
Company had $848.8 million in cash and liquid investments and no debt or goodwill as of December 31, 2025
MAA reported fourth quarter 2025 results on February 4, 2026. Q4 diluted earnings per share were $0.48, down from $1.42 a year earlier, and Core FFO per diluted share was $2.23, unchanged from the prior year. The company also issued initial 2026 guidance, with a Core FFO midpoint of $8.53 per diluted share, below the $8.74 reported for 2025, which matters because Core FFO is the company's main measure of operating performance for shareholders.
Q4 2025 total rental and other property revenues were $555.6 million, up from $549.8 million in Q4 2024.
Q4 2025 net income available for common shareholders was $56.6 million, down from $165.7 million, and included a $53.0 million legal costs and settlements charge.
Full-year 2025 diluted EPS was $3.78 versus $4.49 in 2024; full-year Core FFO per diluted share was $8.74 versus $8.88.
Initial 2026 guidance: diluted EPS of $4.11 to $4.47 (midpoint $4.29) and Core FFO of $8.35 to $8.71 (midpoint $8.53).
e.l.f. Beauty reported third-quarter fiscal 2026 net sales up 38% to $489.5 million, with GAAP net income of $39.4 million, compared with $17.3 million a year earlier. The company raised its fiscal 2026 net sales and adjusted EPS outlook, though gross margin declined on higher tariff costs and long-term debt rose to $816.7 million from $154.1 million a year earlier.
Q3 GAAP diluted EPS was $0.65, up from $0.30; adjusted diluted EPS was $1.24, up from $0.74.
Fiscal 2026 net sales outlook raised to $1,600-1,612 million from $1,550-1,570 million.
Fiscal 2026 adjusted diluted EPS outlook raised to $3.05-3.10 from $2.80-2.85.
Gross margin decreased about 30 basis points to 71% in the quarter, primarily due to higher tariff costs.
Equitable Holdings reported a full-year 2025 net loss of $1.4 billion, compared with net income of $1.3 billion in 2024, and full-year Non-GAAP operating earnings per share fell to $5.64 from $5.92. Fourth-quarter Non-GAAP operating EPS rose to $1.73 from $1.55, while GAAP net income fell to $215 million from $892 million. The company expects 2026 cash generation of approximately $1.8 billion, up from $1.6 billion in 2025, and returned $1.8 billion to shareholders in 2025.
Full-year 2025 net loss attributable to Holdings was $1.4 billion, or $(4.83) per share, versus net income of $1.3 billion in 2024.
Fourth-quarter 2025 net income was $215 million, or $0.70 per share, down from $892 million in the fourth quarter of 2024.
Full-year Non-GAAP operating EPS was $5.64 versus $5.92 in 2024; fourth-quarter Non-GAAP operating EPS was $1.73 versus $1.55.
The company expects cash generation of approximately $1.8 billion in 2026, up from $1.6 billion in 2025.
Crown Holdings reported fourth-quarter 2025 net sales of $3,127 million, up from $2,903 million a year earlier, and adjusted diluted EPS of $1.74, up 9% from $1.59. Reported diluted EPS fell to $1.31 from $3.02, mainly because 2024 included a $275 million gain on the Eviosys equity investment sale. The company expects 2026 adjusted diluted EPS of $7.90 to $8.30 and adjusted free cash flow of approximately $900 million.
Q4 2025 net sales were $3,127 million, up from $2,903 million; segment income was $420 million, down from $428 million.
Full-year 2025 adjusted diluted EPS was $7.79, up 22% from $6.41; reported diluted EPS was $6.38 versus $3.55.
2026 outlook: adjusted diluted EPS of $7.90 to $8.30, adjusted free cash flow of approximately $900 million, and first-quarter adjusted EPS of $1.70 to $1.80.
PTC reported first-quarter fiscal 2026 results for the quarter ended December 31, 2025, with revenue of $686 million, up from $565 million a year earlier, and GAAP diluted earnings per share of $1.39, up from $0.68. The company raised its full-year fiscal 2026 revenue and EPS guidance and said it repurchased $200 million of stock in the quarter, which supports per-share results for shareholders.
Q1 revenue was $686 million, up 21% year over year; GAAP operating margin was 32%, versus 20% a year earlier.
Non-GAAP diluted EPS was $1.92, up from $1.10; GAAP EPS included a $0.06 non-cash tax benefit.
FY26 revenue guidance was raised to $2,675 million to $2,940 million from $2,650 million to $2,915 million.
FY26 GAAP EPS guidance was raised to $4.42 to $6.93 from $4.37 to $6.87; non-GAAP EPS guidance rose to $6.69 to $9.15 from $6.49 to $8.95.
Helmerich & Payne reported a fiscal first-quarter net loss of $97 million, or $0.98 per diluted share, for the quarter ended December 31, 2025, compared with a loss of $0.58 per share in the prior quarter and net income of $54.8 million, or $0.54 per diluted share, a year earlier. Revenue rose to $1.02 billion from $677.3 million a year earlier, but the loss reflects a $103 million non-cash impairment charge, and CEO John Lindsay plans to retire in March.
Net loss of $97 million, or $0.98 per share, including a $103 million non-cash impairment charge; adjusted loss was $14 million, or $0.15 per share
Operating revenues of $1.02 billion, compared with $1.01 billion in the prior quarter and $677.3 million a year earlier
Term loan repaid by $260 million of the $400 million balance as of end of January; full repayment expected by end of fiscal third quarter 2026
Second-quarter guidance: North America Solutions direct margin of $205 million to $230 million; International Solutions $12 million to $22 million; Offshore Solutions $20 million to $30 million
EZCORP reported results for the quarter ended December 31, 2025, with net income rising 43% to $44.3 million and diluted EPS rising 38% to $0.55 on revenue of $382.0 million, up 19%. Management also highlighted two acquisitions closed after quarter end, including Simple Management Group (105 stores) and 12 Texas pawn stores for $27.5 million, and a conference call set for February 5, 2026.
Net income $44.3 million, up 43%; adjusted net income $43.9 million, up 38%
Total revenues $382.0 million, up 19%; gross profit $223.0 million, up 20%
Acquired 87.7% controlling interest in Founders One on January 2, 2026, adding 105 stores; 12 Texas stores acquired for $27.5 million on January 12, 2026
Conference call scheduled for February 5, 2026 at 8:00 am Central Time
Ensign Group reported fourth-quarter and full-year 2025 results on February 4, 2026, with GAAP diluted earnings per share of $1.61 for the quarter (up 18.4%) and $5.84 for the year (up 14.1%). The company also issued 2026 guidance of $7.41 to $7.61 per diluted share and revenue of $5.77 billion to $5.84 billion, which shareholders can compare with the 2025 results.
Q4 2025 GAAP diluted EPS was $1.61 and adjusted diluted EPS was $1.82, up 22.1% from the prior-year quarter.
Full-year 2025 total revenue was $5.06 billion, up 18.7%, and GAAP net income attributable to the company was $344.0 million.
2026 guidance: diluted EPS of $7.41 to $7.61 and revenue of $5.77 billion to $5.84 billion; the midpoint EPS is 14.3% above 2025 results.
Cash on hand was $503.9 million and available line-of-credit capacity was $591.6 million at year end.
SiTime reported fourth-quarter 2025 revenue of $113.3 million, up 66% from a year earlier and 36% from the prior quarter, and GAAP net income of $9.2 million, or $0.34 per diluted share, compared with a GAAP net loss of $18.8 million a year earlier. For fiscal 2025, revenue rose 61% to $326.7 million, but the company still posted a GAAP net loss of $42.9 million, or $1.72 per share. The company said it would discuss its business outlook on its conference call, so no guidance is stated in the release itself.
Q4 2025 GAAP net income was $9.2 million, or $0.34 per diluted share, versus a GAAP net loss of $18.8 million in Q4 2024.
Q4 2025 non-GAAP net income was $41.3 million, or $1.53 per diluted share; Q4 non-GAAP gross margin was 61.2%.
Fiscal 2025 GAAP net loss was $42.9 million, or $1.72 per share, while non-GAAP net income was $82.6 million, or $3.20 per diluted share.
Cash, cash equivalents and short-term investments totaled $808.4 million on December 31, 2025.
EastGroup reported fourth-quarter 2025 diluted EPS of $1.27, up from $1.16, and FFO excluding gain on involuntary conversion and business interruption claims of $2.34 per share, up 8.8% from $2.15. The company also projected 2026 diluted EPS of $4.93 to $5.13 and FFO per share of $9.40 to $9.60, against 2025 FFO of $8.98 per share.
Q4 2025 diluted EPS was $1.27 versus $1.16 a year earlier; same-property NOI, excluding lease termination income, rose 8.5% on a straight-line basis
Full-year 2025 FFO per share was $8.98, up 7.5%; FFO excluding certain claims was $8.95, up 7.7%
2026 guidance: EPS $4.93 to $5.13 and FFO per share $9.40 to $9.60; the company expects about $4.0 million of executive transition costs in G&A
Quarterly dividend was raised by $0.15 to $1.55 per share, a 10.7% increase; the company sold no equity under its offering program in Q4 2025
Kemper Corporation reported a net loss attributable to shareholders of $8.0 million, or $(0.13) per diluted share, for the fourth quarter of 2025, compared with net income of $97.4 million, or $1.51 per diluted share, a year earlier. Adjusted net operating income fell to $14.6 million, or $0.25 per share, from $115.1 million, or $1.78 per share, with Specialty Property & Casualty results under pressure from bodily injury severity and a $35.0 million Florida Statutory Profit Limit Refund.
Q4 2025 total revenues fell $55.4 million to $1,131.4 million from the prior-year quarter.
Specialty Personal Automobile Underlying Combined Ratio was 110.0 percent, compared with 91.4 percent in Q4 2024.
Specialty Property & Casualty segment adjusted net operating income was $2.6 million, versus $101.2 million a year earlier.
Full-year 2025 net income was $143.3 million, or $2.29 per diluted share, down from $317.8 million, or $4.91, in 2024; C. Thomas Evans, Jr. is Interim CEO.
Boot Barn reported fiscal third-quarter 2026 results for the quarter ended December 27, 2025, with net sales up 16.0% and net income of $85.8 million, or $2.79 per diluted share, versus $2.43 a year earlier. The company also updated its fiscal 2026 outlook, now expecting net income per diluted share of $7.25 to $7.35 for the year and $1.35 to $1.45 for the fourth quarter.
Net sales rose 16.0% to $705.6 million; consolidated same store sales rose 5.7%, with e-commerce same store sales up 19.6%.
Net income was $85.8 million, or $2.79 per diluted share, compared with $75.1 million, or $2.43, a year earlier.
Full-year fiscal 2026 guidance: sales of $2.24 billion to $2.25 billion and diluted EPS of $7.25 to $7.35; fourth-quarter diluted EPS guidance of $1.35 to $1.45.
Digi International reported first-quarter fiscal 2026 revenue of $122 million, up 18%, with net income of $12 million, up 16%, and diluted earnings of $0.31 per share, up from $0.27. The company also gave second-quarter revenue guidance of $124 million to $128 million and fiscal 2026 revenue growth of 14% to 18%, which includes the recently acquired Particle business.
Revenue was $122 million, up 18% from $103.9 million a year earlier; net income was $12 million, up 16%.
Diluted earnings per share were $0.31, compared with $0.27; adjusted net income per diluted share was $0.56, up 24%, after the company began including interest expense in that measure.
Guidance: second-quarter revenue of $124 million to $128 million; fiscal 2026 revenue growth of 14% to 18%.
Operating cash flow was $36 million, versus $30 million a year earlier; debt was reduced to $135 million as of December 31, 2025.
Kulicke and Soffa reported first fiscal quarter 2026 results for the quarter ended January 3, 2026, with net revenue of $199.6 million and GAAP net income of $16.8 million, or $0.32 per diluted share. The year-earlier GAAP results included a $76.0 million gain relating to cessation of business, which weighs on the year-over-year comparison, while non-GAAP diluted EPS rose to $0.44 from $0.37. The company expects second-quarter fiscal 2026 net revenue of about $230 million, though operating activities used $8.9 million of cash in the quarter.
Net revenue of $199.6 million, up from $166.1 million a year earlier and $177.6 million in fiscal Q4 2025.
GAAP diluted EPS of $0.32, down from $1.51 a year earlier, when results included a $76.0 million gain relating to cessation of business.
Non-GAAP diluted EPS of $0.44, up from $0.37 a year earlier.
Second-quarter fiscal 2026 outlook: net revenue about $230 million (+/- $10 million), GAAP diluted EPS about $0.53 and non-GAAP diluted EPS about $0.67.
TTM Technologies reported fourth quarter 2025 net sales of $774.3 million, up 19% from a year earlier, and GAAP net income of $50.7 million, or $0.48 per diluted share, compared with $5.2 million a year earlier, a period that included a $32.6 million goodwill impairment. The company also gave first quarter 2026 guidance of $770 million to $810 million in net sales and non-GAAP earnings of $0.64 to $0.70 per diluted share, and expects fiscal 2026 net sales to grow 15% to 20%.
Q4 2025 non-GAAP net income of $74.8 million, or $0.70 per diluted share, versus $0.49 a year earlier; the company describes this as an all-time quarterly record high
Full-year 2025 net sales of $2.9 billion, up 19.0% from $2.4 billion in 2024; GAAP net income of $177.4 million, or $1.68 per diluted share
Q1 2026 guidance: net sales of $770 million to $810 million and non-GAAP EPS of $0.64 to $0.70
Coherent reported fiscal second-quarter 2026 results for the quarter ended December 31, 2025, with revenue of $1.69 billion, up 17% from a year earlier, and GAAP diluted EPS of $0.76, up 71%. The company also gave third-quarter fiscal 2026 guidance of $1.70 billion to $1.84 billion in revenue and non-GAAP EPS of $1.28 to $1.48, and said it closed the sale of its Munich materials-processing tools business at the end of January.
Q2 revenue of $1.69 billion, up 17% year over year and up 22% on a pro forma basis adjusted for the sale of the aerospace and defense business
Q2 GAAP diluted EPS of $0.76, up 71%; non-GAAP diluted EPS of $1.29, up 35%
Q3 fiscal 2026 outlook: revenue of $1.70 billion to $1.84 billion; non-GAAP EPS of $1.28 to $1.48
Industrial segment revenue of $477.6 million in Q2, down from $530.1 million a year earlier; Datacenter & Communications revenue rose to $1.21 billion from $904.6 million
Align Technology reported record fourth-quarter 2025 revenue of $1,047.6 million, up 5.3% from a year earlier, and GAAP net income of $135.8 million, or $1.89 per diluted share, compared with $1.39 a year earlier. The company also gave fiscal 2026 guidance, calling for worldwide revenue growth of 3% to 4% and a GAAP operating margin slightly below 18.0%.
Q4 2025 revenue was $1,047.6 million, up 5.3% year-over-year; Clear Aligner volume was a record 676.9 thousand cases, up 7.7%.
Q4 GAAP net income was $135.8 million, or $1.89 per diluted share, versus $1.39 a year earlier; non-GAAP diluted EPS was $3.29.
Q4 included $67.5 million of restructuring and accelerated depreciation charges.
For 2026, the company expects worldwide revenue growth of 3% to 4% and Q1 2026 revenue of $1,010 million to $1,030 million.
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