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).
Duke Energy reported fourth-quarter 2025 adjusted EPS of $1.50, down from $1.66 a year earlier, as higher O&M, interest expense and depreciation outweighed infrastructure cost recovery. For full-year 2025, adjusted EPS rose to $6.31 from $5.90, and the company introduced 2026 adjusted EPS guidance of $6.55 to $6.80. Shareholders get a higher 2026 range and an extended 5% to 7% long-term adjusted EPS growth target through 2030, but quarterly earnings declined.
Q4 2025 adjusted EPS was $1.50 versus $1.66 in Q4 2024; reported EPS was $1.50 versus $1.54.
Full-year 2025 reported and adjusted EPS was $6.31, compared with $5.71 reported and $5.90 adjusted in 2024.
2026 adjusted EPS guidance is $6.55 to $6.80, with long-term adjusted EPS growth of 5% to 7% through 2030.
The company cites a $103 billion five-year capital plan driving 9.6% earnings base growth through 2030.
Vornado Realty Trust reported fourth-quarter 2025 results, with net income attributable to common shareholders of $601,000 ($0.00 per diluted share), down from $1,203,000 a year earlier. Fourth-quarter FFO per diluted share was $0.56 versus $0.58, and FFO as adjusted was $0.55 versus $0.61. For the full year, net income rose to $842,851,000 ($4.20 per diluted share), mainly due to a $803,248,000 gain on the 770 Broadway master lease with NYU, while full-year FFO as adjusted rose to $2.32 per share from $2.26.
Q4 2025 net income attributable to common shareholders was $601,000, or $0.00 per diluted share, versus $1,203,000, or $0.01, in Q4 2024.
Q4 2025 FFO per diluted share was $0.56 versus $0.58; FFO as adjusted was $0.55 versus $0.61.
Full-year 2025 net income was $842,851,000 ($4.20 per diluted share), versus $8,275,000 ($0.04) in 2024, driven by the $803,248,000 gain on the 770 Broadway NYU master lease.
Full-year 2025 FFO as adjusted was $2.32 per diluted share, versus $2.26 in 2024.
Kilroy Realty reported fourth-quarter 2025 revenue of $272.2 million, down from $286.4 million a year earlier, and net income available to common stockholders of $12.4 million, or $0.10 per diluted share, versus $59.5 million, or $0.50, in the prior-year quarter. The company also initiated 2026 Nareit FFO guidance of $3.25 to $3.45 per diluted share, which shareholders can compare with full-year 2025 FFO of $4.20 per diluted share.
Q4 2025 FFO was $117.2 million, or $0.97 per diluted share, compared with $144.9 million, or $1.20, in Q4 2024.
Full-year 2025 revenue was $1,112.7 million, versus $1,135.6 million in 2024; full-year FFO was $4.20 per diluted share, versus $4.59.
Q4 2025 included a $16.3 million impairment of real estate assets.
The quarterly dividend was $0.54 per share, or $2.16 annualized, paid January 7, 2026.
Amentum reported first-quarter fiscal 2026 results for the period ended January 2, 2026, with revenue down 5% year over year to $3.24 billion while GAAP net income rose to $44 million from $12 million. The company reaffirmed its full-year fiscal 2026 guidance, and free cash flow was an outflow of $142 million, compared with $102 million positive a year earlier.
Revenues were $3,237 million, down from $3,416 million (5%), which the company attributed partly to contract transitions to unconsolidated joint ventures, divestitures, and the government shutdown.
Net income was $44 million, or $0.18 per diluted share, versus $12 million, or $0.05 per share, a year earlier.
Adjusted diluted EPS was $0.54, up 6% from $0.51; Adjusted EBITDA was $263 million, flat year over year.
Fiscal 2026 guidance was reaffirmed, including revenues of $13,950 million to $14,300 million and Adjusted Diluted EPS of $2.25 to $2.45.
PhenixFIN reported results for the quarter ended December 31, 2025. Total investment income rose to $6.7 million from $6.2 million a year earlier, and net investment income rose to $2.1 million from $1.6 million, but unrealized losses of $7.2 million produced a net decrease in net assets from operations of $4.8 million, compared with a net increase of $2.5 million a year earlier. Net asset value per share fell to $77.92 from $80.24 at September 30, 2025, which matters to shareholders because it measures the value of their stake.
Total investment income of $6.7 million, up from $6.2 million a year earlier; net investment income of $2.1 million, up from $1.6 million
Net decrease in net assets from operations of $4.8 million, or $(2.38) per share, versus a net increase of $2.5 million, or $1.22 per share, a year earlier
Net change in unrealized losses of $7.2 million; net asset value per share of $77.92 at December 31, 2025, down from $80.24 at September 30, 2025
Weighted average yield of 12.52% on debt and other income producing investments; one portfolio company on non-accrual status with a fair value of $0.0 million
Goodyear reported fourth-quarter 2025 net sales of $4.9 billion, flat from a year earlier, and Goodyear net income of $105 million ($0.36 per share), up from $73 million ($0.25 per share). For the full year, net sales fell to $18.3 billion from $18.9 billion and the company posted a net loss of $1.7 billion ($5.99 per share), driven by a $1.5 billion non-cash deferred tax asset valuation allowance and a $674 million goodwill impairment charge, compared with net income of $46 million in 2024.
Q4 2025 adjusted EPS was $0.39 versus $0.38 a year earlier; the quarter included a $56 million insurance recovery worth $0.19 per share.
Q4 2025 total segment operating income was $416 million, up from $382 million, with segment operating margin of 8.5%.
Full-year 2025 adjusted net income was $136 million, or $0.47 per share, compared with $278 million, or $0.97 per share, in 2024.
Full-year 2025 operating cash flow was $796 million, compared with $698 million in 2024.
Arch Capital Group reported fourth-quarter 2025 net income available to common shareholders of $1.2 billion, or $3.35 per diluted share, up from $925 million, or $2.42 per share, a year earlier. Underwriting income rose 32.3% to $827 million and the combined ratio improved to 80.6% from 85.0%, while the company repurchased $798 million of shares.
Net income available to common shareholders was $1.2 billion, or $3.35 per share, versus $925 million, or $2.42 per share, in the fourth quarter of 2024.
After-tax operating income available to common shareholders was $1.1 billion, or $2.98 per share, versus $866 million, or $2.26 per share, a year earlier.
Underwriting income was $827 million, up 32.3%, and the combined ratio was 80.6% versus 85.0%.
Share repurchases totaled $798 million, and book value per common share was $65.11 at December 31, 2025, a 4.5% increase from September 30, 2025.
onsemi reported fourth-quarter 2025 revenue of $1,530.1 million, down 11% from a year earlier, and GAAP diluted EPS of $0.45 versus $0.88. For full-year 2025, revenue fell 15% to $5,995.4 million and GAAP net income attributable to the company dropped to $121.0 million from $1,572.8 million, after $666.9 million of restructuring, asset impairment and other charges. The company also reported $1.4 billion of 2025 free cash flow, returned through share repurchases, and authorized a new buyback of up to $6 billion over three years.
Q4 2025 revenue $1,530.1 million, down 1% sequentially and 11% year over year; GAAP diluted EPS $0.45 (non-GAAP $0.64)
2025 GAAP net income $121.0 million versus $1,572.8 million in 2024; restructuring, asset impairments and other charges of $666.9 million
2025 free cash flow $1,418.6 million, with $1,377.6 million of share repurchases in the year
New share repurchase authorization of up to $6 billion over the next three years; Q1 2026 revenue outlook $1,435 to $1,535 million
Simpson Manufacturing reported fourth-quarter and full-year 2025 results on February 9, 2026. Full-year net sales rose 4.5% to $2.3 billion and diluted EPS rose 8.4% to $8.24, while fourth-quarter net sales rose 4.2% and diluted EPS rose 3.1% to $1.35, though fourth-quarter operating income fell 2.7%. The company also gave its 2026 outlook, estimating a consolidated operating margin of 19.5% to 20.5%.
Q4 2025 net sales of $539.3 million, up 4.2%; diluted EPS of $1.35, up 3.1%
Full-year 2025 income from operations of $458.1 million, an operating margin of 19.6%
2026 outlook: operating margin of 19.5% to 20.5%, including a $10.0 million to $12.0 million gain on sale of vacant land; capital expenditures of $75.0 million to $85.0 million
Board authorized up to $150.0 million in share repurchases for January 1 to December 31, 2026
Principal Financial Group reported fourth-quarter 2025 GAAP net income attributable to PFG of $517 million, or $2.32 per diluted share, down from $905 million, or $3.92, a year earlier. Non-GAAP operating earnings per diluted share rose 13% to $2.19, and the company set 2026 guidance for 9-12% non-GAAP operating EPS growth and raised its first-quarter 2026 dividend to $0.80 per share.
4Q25 GAAP net income attributable to PFG was $517.0 million, down 43% from $905.4 million in 4Q24; diluted EPS was $2.32 versus $3.92.
4Q25 non-GAAP operating EPS was $2.19, up 13% from $1.94; excluding significant variances, it was $2.24, up 7%.
Full-year 2025 non-GAAP operating EPS was $8.27, up 19%; GAAP net income was $1,185.1 million, down 25%.
The first-quarter 2026 dividend is $0.80 per share, a one-cent increase over the prior quarter, payable March 27, 2026.
UDR reported fourth-quarter 2025 results on February 9, 2026, with FFO per diluted share of $0.62, up from $0.48 a year earlier, and FFOA per diluted share of $0.64, up 2%. The company also set 2026 FFOA guidance of $2.47 to $2.57 per share, with a midpoint of $2.52 that is slightly below the 2025 actual of $2.54, and announced a 2026 annualized dividend of $1.74 per share, a 1.2% increase.
Q4 2025 FFO per diluted share was $0.62, up from $0.48 in Q4 2024; FFOA per diluted share was $0.64, up from $0.63.
Q4 2025 total revenue was $433.1 million, up 2.5% year over year; GAAP net income per diluted share was $0.67, compared with a loss of $(0.02) a year earlier.
Full-year 2026 FFOA guidance is $2.47 to $2.57 per share, midpoint $2.52, versus 2025 actual of $2.54.
The 2026 annualized dividend is $1.74 per share, a 1.2% increase over 2025; the Q4 2025 dividend was $0.43 per share.
Corebridge Financial reported fourth-quarter and full-year 2025 results. The company posted a full-year net loss, compared with net income of $2.2 billion in 2024, mainly due to realized losses tied to Fortitude Re and changes in market risk benefits, while operating EPS rose 4% to $4.42. The board approved a quarterly dividend of $0.25 per share, up $0.01, which matters to shareholders because the company returned $2.6 billion to shareholders in 2025.
Full-year 2025 net loss of $366 million, or $0.68 per share, versus net income of $2.2 billion, or $3.72 per share, in 2024.
Full-year operating EPS of $4.42, up from $4.25; adjusted pre-tax operating income was $3.0 billion, down 6%.
Fourth-quarter net income of $814 million, or $1.59 per share, versus $2.2 billion a year earlier.
Declared dividend of $0.25 per share, payable March 31, 2026, to holders of record on March 17, 2026; 2025 shareholder returns totaled $2.6 billion, including $2.1 billion of buybacks.
Medpace reported fourth-quarter and full-year 2025 results on February 9, 2026. Revenue and GAAP earnings per diluted share both rose from the prior-year periods, and the company gave a 2026 forecast for revenue, GAAP net income and EBITDA, with the forecast implying slower revenue growth than in 2025.
Q4 2025 revenue was $708.5 million, up 32.0% from $536.6 million; GAAP diluted EPS was $4.67 versus $3.67.
Full-year 2025 revenue was $2.53 billion, up 20.0%; GAAP diluted EPS was $15.28 versus $12.63.
2026 guidance: revenue of $2.755 billion to $2.855 billion (8.9% to 12.8% growth) and GAAP diluted EPS of $16.68 to $17.50.
No share repurchases in Q4 2025; $821.7 million remained under the buyback program at December 31, 2025.
Cincinnati Financial reported fourth-quarter 2025 net income of $676 million, or $4.29 per share, up from $405 million, or $2.56 per share, a year earlier. The quarter included a $145 million after-tax increase in the fair value of equity securities still held, and non-GAAP operating income rose 7% to $531 million, or $3.37 per share. For full-year 2025, net income was $2.393 billion, or $15.17 per share, and book value per share reached $102.35 at December 31, 2025.
Q4 2025 net income $676 million, or $4.29 per share, vs. $405 million, or $2.56 per share, in Q4 2024
Q4 2025 non-GAAP operating income $531 million, or $3.37 per share, up 7%; full-year non-GAAP operating income $1.254 billion, up 5%
Full-year 2025 property casualty combined ratio 94.9%, up from 93.4% in 2024; book value per share $102.35 at December 31, 2025
AECOM reported first quarter fiscal 2026 results for the quarter ended December 31, 2025. Revenue fell 5% to $3.8 billion and GAAP diluted EPS fell 20% to $1.06, while the company raised its fiscal 2026 adjusted EPS guidance to $5.85 to $6.05 from $5.65 to $5.85 and the board raised the share repurchase authorization to $1 billion.
Revenue fell 5% to $3.8 billion; operating income fell 7% to $222 million; net income fell 21% to $140 million
Adjusted EPS fell 2% to $1.29; adjusted EBITDA rose 6% to $287 million
Fiscal 2026 adjusted EPS guidance raised to $5.85 to $6.05, from $5.65 to $5.85; free cash flow guidance of approximately $400 million
Returned more than $340 million to shareholders in the quarter; board approved repurchase authorization increase to $1 billion
Amkor reported fourth-quarter 2025 net sales of $1.89 billion, up 16% from a year earlier, and full-year 2025 net sales of $6.71 billion, up 6%. Its first-quarter 2026 guidance of $1.60 billion to $1.70 billion in net sales and $45 million to $70 million in net income is well below the fourth-quarter results, and full-year 2026 capital expenditures are expected at $2.5 billion to $3.0 billion.
Q4 2025 net income attributable to Amkor was $172 million, or $0.69 per diluted share, versus $106 million, or $0.43, in Q4 2024.
Full-year 2025 net income was $374 million, or $1.50 per diluted share, versus $1.43 in 2024.
Q1 2026 guidance: net sales of $1.60 billion to $1.70 billion, gross margin of 12.5% to 13.5%, and EPS of $0.18 to $0.28.
Full-year 2026 capital expenditures are expected at approximately $2.5 billion to $3.0 billion, compared with $905 million of property, plant and equipment payments in 2025.
ZoomInfo reported fourth-quarter 2025 revenue of $319.1 million, up 3% year over year, and GAAP net income of $34.7 million, or $0.11 per diluted share, compared with $14.6 million, or $0.04, a year earlier. Full-year 2026 revenue guidance of $1.247 billion to $1.267 billion is roughly level with 2025 revenue of $1,249.5 million. The board also approved an additional $1.0 billion share repurchase program on February 5, 2026, which the company says it may fund from working capital, operating cash flow and credit facility borrowings.
Q4 2025 revenue was $319.1 million, up 3% year over year; GAAP net income was $34.7 million, or $0.11 per diluted share, versus $0.04 a year earlier.
FY 2026 guidance: revenue of $1.247 billion to $1.267 billion and non-GAAP adjusted EPS of $1.10 to $1.12, compared with $1.09 in 2025.
Board approved an additional $1.0 billion stock repurchase program on February 5, 2026; in 2025 the company repurchased 40.5 million shares for $407.0 million.
Net revenue retention rate was 90% as of December 31, 2025.
Upwork reported fourth-quarter 2025 revenue of $198.4 million, up 4% year over year, and full-year 2025 revenue of $787.8 million, up 2%. GAAP net income fell sharply in both periods, to $15.6 million for the quarter and $115.4 million for the year, because 2024 results included a $140.3 million non-cash tax benefit. The company guided to 2026 revenue of $835 million to $850 million.
Q4 2025 revenue was $198.4 million, up 4% year over year; GAAP net income was $15.6 million versus $147.2 million in Q4 2024.
Full-year 2025 revenue was $787.8 million, up 2%; GAAP net income was $115.4 million versus $215.6 million in 2024.
2026 guidance: revenue of $835 million to $850 million and adjusted EBITDA of $240 million to $250 million; Q1 2026 revenue guidance is $192 million to $197 million.
On February 3, 2026, the board adopted amended and restated bylaws with a cure process for defective stockholder director nomination notices.
Brixmor Property Group reported fourth-quarter 2025 net income attributable to the company of $137.1 million, or $0.44 per diluted share, up from $0.27 a year earlier, and Nareit FFO of $178.4 million, or $0.58 per diluted share, versus $0.53. The company also expects 2026 Nareit FFO of $2.33 to $2.37 per diluted share, compared with $2.25 for 2025, and same property NOI growth of 4.50% to 5.50%.
Q4 2025 net income attributable to Brixmor was $137.1 million, or $0.44 per diluted share, versus $0.27 in Q4 2024
Full-year 2025 net income attributable to Brixmor was $386.2 million, or $1.25 per diluted share, versus $1.11 in 2024
2026 guidance: Nareit FFO of $2.33 to $2.37 per diluted share and same property NOI growth of 4.50% to 5.50%
Quarterly dividend of $0.3075 per share, payable April 15, 2026 to holders of record on April 2, 2026
Ichor reported fourth quarter and fiscal 2025 results, with Q4 revenue of $223.6 million, above the midpoint of its November guidance range, and a GAAP net loss of $16.0 million, or $(0.46) per diluted share. For full-year 2025, revenue rose 11.6% to $947.7 million, but the GAAP net loss widened to $52.8 million from $20.8 million in 2024, and the company guided first-quarter 2026 revenue to $240 million to $260 million.
Q4 2025 revenue was $223.6 million, down from $239.3 million in Q3 2025 and $233.3 million in Q4 2024.
Q4 2025 GAAP diluted EPS was $(0.46), compared with $(0.12) in Q4 2024; non-GAAP diluted EPS was $0.01.
Full-year 2025 revenue was $947.7 million, up 11.6%; GAAP net loss was $52.8 million, or $(1.54) per share.
Q1 2026 outlook: revenue of $240 million to $260 million and GAAP diluted EPS of $(0.10) to $0.02, with a $(0.04) midpoint.
Heartland Express reported unaudited results for the fourth quarter and full year ended December 31, 2025, in a press release dated February 3, 2026. Fourth-quarter operating revenue fell to $179.4 million from $242.6 million a year earlier, and the company booked a $19.0 million non-cash trade name impairment tied to unifying CFI with Heartland Express, which deepened the quarterly loss for shareholders.
Q4 2025 operating revenue was $179.4 million, versus $242.6 million in Q4 2024; net loss was $19.4 million, or $0.25 per share, versus a net loss of $1.9 million, or $0.02 per share.
Full-year 2025 operating revenue was $805.7 million, versus $1.0 billion in 2024, with a net loss of $52.5 million, or $0.67 per share.
Q4 2025 included a $19.0 million impairment of the CFI trade name; the company reported a Q4 operating ratio of 112.7% and a non-GAAP adjusted operating ratio of 101.6%.
Universal Corp. reported lower results for the quarter ended December 31, 2025, with revenue down 8% to $861.3 million and diluted earnings per share down 44% to $1.32, which the company attributed mainly to lower tobacco sales volumes and higher inventory write-downs. The board also named Steven S. Diel as senior vice president and chief financial officer effective April 1, 2026, succeeding Johan C. Kroner, who retires July 1, 2026.
Quarter revenue $861.3 million, down 8% from $937.2 million a year earlier
Diluted EPS $1.32 vs. $2.37 a year earlier; adjusted diluted EPS (non-GAAP) $1.35
Nine-month revenue $2.2 billion, down 2%; nine-month diluted EPS $3.02 vs. $3.41
Steven S. Diel becomes CFO April 1, 2026; Johan C. Kroner steps down as CFO that day and retires July 1, 2026
Kyndryl reported fiscal third-quarter revenue of $3.9 billion, up 3% as reported and flat in constant currency, but GAAP net income fell to $57 million from $215 million a year earlier, which included a transaction-related benefit. The company also named interim leaders for finance, legal and accounting, and said its Form 10-Q will be delayed pending a review, though it does not expect a restatement.
Revenue was $3.9 billion, up 3% as reported and unchanged in constant currency; net income was $57 million, or $0.25 per diluted share, versus $215 million, or $0.89, a year earlier.
Adjusted net income was $122 million, or $0.52 per diluted share, versus $124 million, or $0.51, in the prior-year quarter.
Fiscal 2026 outlook: adjusted pretax income of $575 million to $600 million, free cash flow of $325 million to $375 million, and a constant-currency revenue decline of 2% to 3%.
Harsh Chugh was named Interim Chief Financial Officer, effective immediately, and the Form 10-Q filing is delayed pending a review described in a Form 12b-25.
Waters reported fourth-quarter 2025 sales of $932 million, up 7% as reported, and non-GAAP EPS of $4.53, up 10%. GAAP diluted EPS fell to $3.77 from $3.88, and the company said it would close its acquisition of Becton, Dickinson's Biosciences and Diagnostic Solutions business on the release date and guided 2026 reported revenue to $6.405 billion to $6.455 billion.
Q4 2025 sales $932 million, up 7% as reported and 6% in constant currency
Q4 GAAP diluted EPS $3.77 vs $3.88 a year earlier; non-GAAP EPS $4.53 vs $4.10
2026 guidance: non-GAAP EPS $14.30 to $14.50 and reported revenue $6.405 billion to $6.455 billion, including about $3.000 billion from the acquired business
Sally Beauty Holdings reported first-quarter fiscal 2026 results for the period ended December 31, 2025, with net sales up 0.6% to $943 million and comparable sales flat. GAAP diluted EPS fell 22% to $0.45, while adjusted diluted EPS rose 12% to $0.48, and the company raised the low end of its full-year adjusted diluted EPS guidance to $2.02 from $2.00.
Net sales of $943 million, up 0.6%; consolidated comparable sales flat
GAAP diluted EPS of $0.45, down 22%; adjusted diluted EPS of $0.48, up 12%
GAAP operating earnings of $76 million, down 24.3%; adjusted operating earnings of $80 million
FY2026 adjusted diluted EPS guidance now $2.02 to $2.10 (previously $2.00 to $2.10); other full-year guidance unchanged
Curbline Properties reported fourth-quarter and full-year 2025 results and gave 2026 guidance. Q4 net income fell year over year to $9.5 million, while Q4 Operating FFO rose to $30.4 million, and full-year 2025 net income rose sharply to $39.8 million. The company expects 2026 net income of $0.32 to $0.40 per diluted share and Operating FFO of $1.17 to $1.21 per diluted share.
Q4 2025 net income attributable to Curbline was $9.5 million, or $0.09 per diluted share, versus $11.5 million, or $0.11, a year earlier.
Q4 2025 Operating FFO was $30.4 million, or $0.29 per diluted share, versus $23.8 million, or $0.23, in Q4 2024.
Full-year 2025 net income attributable to Curbline was $39.8 million, or $0.37 per diluted share, versus $10.3 million, or $0.09, in 2024.
2026 guidance: net income of $0.32 to $0.40 per diluted share and Operating FFO of $1.17 to $1.21 per diluted share, versus full-year 2025 Operating FFO of $1.06.
Edgewell reported first-quarter fiscal 2026 results with continuing-operations net sales of $422.8 million, up 1.9%, but a wider loss of $0.63 per diluted share from continuing operations versus $0.21 a year earlier. The company also completed the sale of its Feminine Care business for $340 million and now reports its outlook on a continuing-operations basis, which shows lower adjusted EPS and EBITDA ranges than the prior consolidated outlook because Feminine Care is removed.
Continuing-operations net sales were $422.8 million, up 1.9%; organic net sales decreased 0.5%.
Adjusted EPS was $(0.16) versus $(0.10) a year earlier; GAAP loss per diluted share was $(0.63) from continuing operations and $(1.41) including discontinued operations.
Fiscal 2026 adjusted EPS outlook is $1.70 to $2.10 on a continuing basis, versus $2.15 to $2.55 previously; the company says the full-year outlook for continuing operations is unchanged from its prior outlook.
Expected pre-tax restructuring and related charges for fiscal 2026 rose to approximately $65 million from $49 million.
Dynatrace reported third-quarter fiscal 2026 total revenue of $515 million, up 18% from a year earlier, and raised its full-year fiscal 2026 guidance. The board also authorized a new share repurchase program of up to $1 billion of common stock, which the company says will be funded from existing cash and future cash flow.
Total revenue of $515 million, up 18% (16% in constant currency); total ARR of $1,972 million, up 20%.
GAAP net income of $40 million, or $0.13 per diluted share, versus $362 million, or $1.19, a year earlier, when a tax benefit was recorded; non-GAAP net income per diluted share was $0.44 versus $0.37.
Fiscal 2026 total revenue guidance raised to $2,005 million-$2,010 million from $1,985 million-$1,995 million.
New $1 billion repurchase program has no time limit; the prior $500 million program was substantially completed, with $495 million spent through February 6, 2026.
Apollo reported fourth-quarter 2025 GAAP net income attributable to common stockholders of $660 million, or $1.07 per share, down from $1,462 million in the prior-year quarter. Its primary non-GAAP measure, Adjusted Net Income, rose to $1.54 billion, or $2.47 per share, from $1.36 billion, and the company said it intends to raise its annual common dividend 10% starting in the first quarter of 2026.
GAAP net income attributable to common stockholders was $660 million ($1.07 per share) in Q4 2025, versus $1,462 million in Q4 2024; full-year 2025 was $3,395 million ($5.58 per share).
Adjusted Net Income was $1,540 million ($2.47 per share) in Q4 2025, up from $1,360 million ($2.22 per share) a year earlier.
Fee Related Earnings reached a record $690 million in Q4 2025, and total revenues were $9,864 million versus $5,283 million in Q4 2024.
Apollo intends to increase the annual common dividend 10%, from $2.04 to $2.25 per share, starting with the first quarter 2026 dividend; a $0.51 quarterly dividend is payable February 27, 2026.
BD reported fiscal first-quarter revenue of $5.3 billion, up 1.6% as reported, and GAAP diluted EPS of $1.34, up from $1.04 a year earlier. Adjusted diluted EPS fell 15.2% to $2.91 from $3.43, so the headline measures moved in different directions. The company said its combination with Waters Corporation of the Biosciences and Diagnostic Solutions business is expected to close on the same day, and it gave New BD fiscal 2026 adjusted diluted EPS guidance of $12.35 to $12.65.
Revenue was $5,252 million, up 1.6% as reported and 0.4% on a currency-neutral basis; New BD revenue rose 2.5% on that basis.
Adjusted diluted EPS was $2.91, down from $3.43 (down 15.2%); GAAP diluted EPS was $1.34, up from $1.04.
The Biosciences and Diagnostic Solutions combination with Waters Corporation was expected to close February 9, 2026.
Fiscal 2026 New BD adjusted diluted EPS guidance is $12.35 to $12.65; revenue growth guidance is low single-digit and unchanged.
Cleveland-Cliffs reported a fourth-quarter 2025 GAAP net loss of $235 million, or $0.44 per diluted share, narrower than the $434 million loss a year earlier. For full-year 2025, the net loss widened to $1.4 billion from $714 million in 2024, and revenue fell to $18.6 billion from $19.2 billion. The company also gave 2026 expectations and said it is targeting a definitive agreement with POSCO in the first half of 2026.
Q4 2025 GAAP net loss of $235 million, or $0.44 per diluted share, versus $434 million, or $0.92 per diluted share, in Q4 2024
Q4 2025 revenues of $4.3 billion, flat with the prior-year fourth quarter
Full-year 2025 GAAP net loss of $1.4 billion, or $2.91 per diluted share, versus $714 million, or $1.58 per diluted share, in 2024
Company is targeting a definitive agreement with POSCO in the first half of 2026
Loews Corporation reported fourth-quarter 2025 net income of $402 million, or $1.94 per share, up from $187 million, or $0.86 per share, a year earlier. The prior-year quarter included a $265 million after-tax CNA pension settlement charge. For the full year, net income was $1,667 million, or $7.97 per share, compared with $1,414 million, or $6.41 per share, in 2024. The company also disclosed that the Boardwalk litigation has been remanded to the Delaware Chancery Court for further proceedings.
Q4 2025 net income was $402 million ($1.94 per share), compared with $187 million ($0.86 per share) in Q4 2024
Q4 2024 included a $265 million after-tax CNA pension settlement charge
Full-year 2025 net income was $1,667 million ($7.97 per share), compared with $1,414 million ($6.41 per share) in 2024
Q4 2025 total revenues were $4,734 million, compared with $4,546 million a year earlier; Loews repurchased 8.9 million shares for $782 million in 2025
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