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).
Under Armour reported third-quarter fiscal 2026 revenue of $1.33 billion, down 5% from a year earlier, and a GAAP net loss of $431 million, which included a $247 million non-cash tax valuation allowance. The company also widened its fiscal 2026 GAAP operating loss outlook to about $154 million, while raising its adjusted diluted EPS outlook to $0.10 to $0.11 from $0.03 to $0.05, a non-GAAP measure that excludes charges. For shareholders, the GAAP results and outlook weakened even as the adjusted figures improved.
Revenue was $1.33 billion, down 5% from $1.40 billion; North America fell 10% to $757 million.
GAAP net loss was $431 million, or $1.01 per diluted share, including a $247 million valuation allowance on U.S. federal deferred tax assets.
Adjusted diluted EPS was $0.09, excluding a $99 million litigation reserve expense tied to an insurance carrier dispute.
Fiscal 2026 GAAP operating loss is now expected to be about $154 million, compared with the prior outlook of a $56 million to $71 million loss.
Immunovant reported results for the fiscal third quarter ended December 31, 2025, with a net loss of $110.6 million ($0.61 per share), compared with $111.1 million ($0.76 per share) a year earlier. Cash and cash equivalents were $994.5 million at December 31, 2025, following a December 2025 underwritten financing with institutional investors and Roivant that generated approximately $550 million in gross proceeds, which the company says extends its cash runway to the potential launch of IMVT-1402 in Graves' disease.
Q3 net loss was $110.6 million ($0.61 per share), versus $111.1 million ($0.76 per share) in the prior-year quarter.
R&D expenses rose to $98.9 million from $94.5 million, driven by IMVT-1402 trial activities, including contract manufacturing costs.
G&A expenses fell to $15.4 million from $19.8 million, mainly due to lower personnel-related expenses, market research and IT costs.
The December 2025 financing generated approximately $550 million in gross proceeds; shares outstanding were 203,316,885 at December 31, 2025.
Roivant reported a net loss attributable to Roivant Sciences Ltd. of $265.9 million, or $0.38 per share, for the quarter ended December 31, 2025, compared with net income of $169.4 million a year earlier. The prior-year result included a $327.0 million gain from discontinued operations tied to the Dermavant sale, and the loss from continuing operations rose to $313.7 million from $208.9 million, so shareholders face a larger operating loss even as the company reported positive Phase 2 brepocitinib data in cutaneous sarcoidosis.
Revenue was $2.0 million for the quarter, down from $9.0 million a year earlier
Loss from continuing operations was $0.38 per share, compared with $0.22 per share a year earlier
R&D expenses rose $23.8 million to $165.4 million; G&A rose $33.5 million to $175.1 million, including a $17.1 million headquarters impairment
Consolidated cash, cash equivalents, restricted cash and marketable securities totaled $4.5 billion as of December 31, 2025
Ubiquiti reported results for the fiscal quarter ended December 31, 2025, with revenue of $814.9 million, up 35.8% from a year earlier and 11.1% from the prior quarter. GAAP net income rose 70.8% to $233.6 million, or $3.86 per diluted share, compared with $2.26 a year earlier. The board also declared a $0.80 per share cash dividend, payable February 23, 2026, to shareholders of record on February 17, 2026.
Revenue of $814.9 million, up 35.8% year over year and 11.1% from the prior quarter
GAAP diluted EPS of $3.86 versus $2.26 a year earlier; non-GAAP diluted EPS of $3.88
GAAP gross margin of 45.9%, up from 41.2% a year earlier and down slightly from 46.0% in the prior quarter
$0.80 per share cash dividend payable February 23, 2026; record date February 17, 2026
AutoNation reported fourth-quarter 2025 revenue of $6.9 billion, down 4% from a year earlier, while diluted EPS rose 1% to $4.70. For the full year, revenue rose 3% to $27.6 billion and diluted EPS rose 1% to $17.04, while adjusted EPS climbed to $20.22 from $17.46. The results matter to shareholders because Q4 operating income and net income both fell 8%, even as the company repurchased $785 million of its stock in 2025.
Q4 2025 operating income was $313.9 million, down 8%, and net income was $172.1 million, down 8%.
Full-year 2025 adjusted diluted EPS was $20.22 versus $17.46 a year earlier; adjusted free cash flow was $1.05 billion.
Share repurchases totaled $785 million in 2025, with $968 million of authorization remaining as of February 4, 2026.
Piper Sandler reported record fourth-quarter 2025 net revenues of $666 million, up 38% from a year earlier, and full-year net revenues of $1.9 billion, up 24%. The board also declared a $5.00 special dividend and a $0.70 quarterly dividend, and approved a four-for-one forward stock split, which takes effect March 23, 2026.
Q4 2025 net revenues of $666 million, up 38% from Q4 2024; GAAP diluted EPS of $6.40
Full-year 2025 net revenues of $1.9 billion, up 24%; GAAP diluted EPS of $15.82 versus $10.24 in 2024
Special dividend of $5.00 and quarterly dividend of $0.70 per share, payable March 13, 2026 to holders of record March 3, 2026
Four-for-one forward split effective 4:30 p.m. ET March 23, 2026; split-adjusted trading begins March 24, 2026
Philip Morris International reported fourth-quarter and full-year 2025 results. Full-year reported diluted EPS was $7.26, up from $4.52 in 2024, and adjusted diluted EPS was $7.54, up 14.8%, while net revenues rose 7.3% to $40.6 billion. The company forecast 2026 reported diluted EPS of $7.87 to $8.02 and adjusted diluted EPS of $8.38 to $8.53.
Full-year 2025 reported diluted EPS of $7.26 versus $4.52 in 2024; adjusted diluted EPS of $7.54
Full-year 2025 net revenues of $40.6 billion, up 7.3% reported and 6.5% organically
2026 forecast: adjusted diluted EPS of $8.38 to $8.53, with no share repurchases assumed
Declared regular quarterly dividend of $1.47 per share, or $5.88 annualized
Virtus Investment Partners reported fourth-quarter 2025 results, with revenue down 11% from a year earlier to $208.0 million and adjusted diluted earnings per share down 13% to $6.50. GAAP diluted earnings per share rose 11% to $5.17, but the company said that reflected items such as investment gains and fair value adjustments, and assets under management fell to $159.5 billion, which matters to shareholders because lower assets generally reduce fee revenue.
Revenue of $208.0 million, down 11% from $233.5 million a year earlier and down 4% from $216.4 million in the prior quarter
GAAP diluted EPS of $5.17 versus $4.66 a year earlier; adjusted diluted EPS of $6.50 versus $7.50
Net outflows of $8.1 billion in the quarter versus $4.8 billion a year earlier; ending assets under management of $159.5 billion, down 9% year over year
Cash and cash equivalents of $386.5 million at December 31, 2025; the company repurchased 60,292 shares for $10.0 million during the quarter
Biogen reported fourth quarter 2025 revenue of $2.3 billion, down 7%, and a GAAP diluted loss of $(0.33) per share, compared with GAAP EPS of $1.83 a year earlier. For full year 2025, revenue rose 2% to $9.9 billion and non-GAAP diluted EPS was $15.28, above the company's $14.50 to $15.00 guidance range, though down 7% from $16.47. The company expects 2026 non-GAAP diluted EPS of $15.25 to $16.25 and a mid-single digit percentage revenue decline.
Q4 2025 total revenue was $2,279 million, down 7% year-over-year; non-GAAP diluted EPS was $1.99 versus $3.44 in Q4 2024.
Full year 2025 total revenue was $9.9 billion, up 2%; GAAP diluted EPS was $8.79 and non-GAAP diluted EPS was $15.28.
Full year 2026 guidance: non-GAAP diluted EPS of $15.25 to $16.25 and total revenue expected to decline by a mid-single digit percentage versus 2025.
Q4 2025 included approximately $131 million of GAAP other expense related to litigation matters.
nVent reported fourth-quarter 2025 sales of $1.1 billion, up 42%, and reported EPS from continuing operations of $0.71, compared with a loss of $(0.10) a year earlier. Full-year 2025 sales reached $3.9 billion, up 30%, and the company issued 2026 guidance for reported EPS of $3.27 to $3.42, with adjusted EPS of $4.00 to $4.15.
Q4 2025 reported EPS from continuing operations was $0.71 versus $(0.10) in Q4 2024; adjusted EPS was $0.90, up 53%
Full-year 2025 sales were $3.9 billion, up 30%, with organic growth of 13%
2026 guidance: reported sales growth of 15% to 18%; reported EPS of $3.27 to $3.42; adjusted EPS of $4.00 to $4.15
Investor Day is set for February 24, 2026 in New York, where medium-term financial targets will be shared
RXO reported a fourth-quarter 2025 GAAP net loss of $46 million, compared with $25 million a year earlier, with revenue down to $1.5 billion from $1.7 billion and adjusted EBITDA of $17 million versus $42 million. The company also closed a $450 million asset-based revolving credit facility on February 5, 2026, which replaces its prior $600 million facility, and expects first-quarter 2026 adjusted EBITDA of $5 million to $12 million.
Q4 2025 revenue was $1.5 billion versus $1.7 billion in Q4 2024; gross margin was 14.8% versus 15.5%
Q4 2025 GAAP net loss was $46 million, or $0.27 per diluted share, versus a net loss of $25 million, or $0.15 per share, a year earlier
Q4 2025 adjusted EBITDA was $17 million, down from $42 million; the GAAP loss included a $12 million goodwill impairment
Q1 2026 outlook: adjusted EBITDA of $5 million to $12 million, with Brokerage volume down 5% to 10% and gross margin of 11% to 13%
MarketAxess reported fourth-quarter and full-year 2025 results, with Q4 revenue up 3.5% to $209.4 million and full-year revenue up 4% to $846.3 million. Q4 GAAP diluted EPS of $2.51 was lifted by a notable tax reserve benefit of about $31.3 million, while EPS excluding notable items was $1.68, down 3%. The company also gave 2026 guidance for expenses excluding notable items of $530.0 million to $545.0 million and amended its $750.0 million credit agreement, extending maturity to February 2, 2029.
Q4 2025 total revenues were $209.4 million, up 3.5%; full-year 2025 revenues were $846.3 million, up 4%.
Q4 2025 GAAP diluted EPS was $2.51 versus $1.73 a year earlier; excluding notable items, diluted EPS was $1.68, down 3%.
Full-year 2025 GAAP diluted EPS was $6.64 versus $7.28 in 2024, down 9%; excluding notable items it was $7.39, up 2%.
The Credit Facility matures February 2, 2029; $220.0 million was outstanding as of the filing date.
Newell Brands reported fourth quarter and full year 2025 results on February 6, 2026. Fourth quarter net sales fell 2.7% to $1.9 billion and the GAAP net loss widened to $315 million from $54 million, including $340 million of non-cash impairment charges, while normalized diluted EPS rose to $0.18 from $0.16. The company initiated 2026 guidance calling for net sales of (1%) to 1% and normalized EPS of $0.54 to $0.60, which gives shareholders a baseline for the coming year.
Q4 2025 net sales were $1.9 billion, down 2.7%, with core sales down 4.1%.
Q4 net loss was $315 million versus $54 million a year earlier; diluted loss per share was $0.75.
Q4 normalized diluted EPS was $0.18 versus $0.16 in the prior year period.
2026 outlook: net sales (1%) to 1%, normalized EPS $0.54 to $0.60, operating cash flow $350 million to $400 million.
Proto Labs reported record fourth-quarter 2025 revenue of $136.5 million, up 12.1% year over year, and swung to net income of $6.0 million, or $0.25 per diluted share, from a net loss a year earlier. For full year 2025, revenue rose 6.4% to a record $533.1 million and diluted EPS was $0.88, but the company guided to 6% to 8% revenue growth for 2026, with Q1 2026 revenue expected between $130.0 million and $138.0 million.
Q4 2025 revenue was $136.5 million, up 12.1%; CNC Machining revenue rose 25.0%.
Q4 2025 diluted EPS was $0.25, versus a loss of $0.02 per share in Q4 2024.
Full year 2025 revenue was $533.1 million, up 6.4%; diluted EPS was $0.88, versus $0.66 in 2024.
2026 outlook: revenue growth of 6% to 8% for fiscal 2026; Q1 2026 revenue of $130.0 million to $138.0 million.
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.