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).
Dauch reported fourth quarter 2025 sales flat at $1.38 billion, with a net loss of $75.3 million that widened from $13.7 million a year earlier. Full year 2025 sales fell to $5.84 billion from $6.12 billion, and the company swung to a net loss of $19.7 million from net income of $35.0 million. The company also issued its first 2026 outlook, including the partial-year contribution from the Dowlais acquisition, which closed February 3.
Q4 2025 adjusted EPS was $0.07, compared with an adjusted loss of $(0.06) in Q4 2024; GAAP loss per share was $(0.63)
Full year 2025 Adjusted EBITDA was $743.2 million, down from $749.2 million, with margin rising to 12.7% from 12.2%
2026 targets: sales of $10.3-$10.7 billion, Adjusted EBITDA of $1.3-$1.4 billion, and adjusted free cash flow of $235-$325 million
Q4 2025 restructuring and acquisition-related costs were $55.8 million, compared with $8.3 million a year earlier
Sensient Technologies reported fourth-quarter 2025 results on February 13, 2026. Revenue rose while operating income and earnings per share fell, and the company gave 2026 guidance of GAAP diluted EPS between $3.60 and $3.80. Shareholders get a mixed picture: sales grew, but Portfolio Optimization Plan costs and a one-time charge weighed on profit.
Q4 2025 revenue was $393.4 million, up 4.5% from $376.4 million; on a local currency basis, revenue rose 2.0%.
Q4 2025 operating income fell 9.1% to $38.2 million, including $6.3 million of Portfolio Optimization Plan costs.
Q4 2025 diluted EPS was 60 cents, down from 71 cents; full-year 2025 revenue was $1.61 billion, up 3.5%.
2026 outlook: GAAP diluted EPS between $3.60 and $3.80; local currency revenue growth of mid-single-digit to double-digit.
Wendy's reported fourth-quarter 2025 revenue of $543.0 million, down 5.5%, and net income of $26.5 million, down 44.2%, with reported diluted EPS of $0.14 versus $0.23 a year earlier. For full-year 2026, the company expects adjusted EBITDA of $460 million to $480 million and adjusted EPS of $0.56 to $0.60, below 2025 adjusted EBITDA of $522.4 million and adjusted EPS of $0.88, and it expects global systemwide sales growth of approximately flat.
Q4 2025 global systemwide sales were $3.4 billion, down 8.3%; U.S. same-restaurant sales fell 11.3%.
Full-year 2025 net income was $165.1 million, down 15.1%, and reported diluted EPS was $0.85 versus $0.95.
2026 outlook: adjusted EBITDA $460 million to $480 million; adjusted EPS $0.56 to $0.60; free cash flow $190 million to $205 million.
No shares were repurchased in Q4 2025 or in Q1 2026 to date; about $35.0 million remains under the authorization, which expires in February 2027. The regular quarterly dividend is $0.14 per share, payable March 16, 2026.
Essent Group reported fourth-quarter 2025 net income of $155.0 million, or $1.60 per diluted share, down from $167.9 million, or $1.58 per diluted share, a year earlier. For full-year 2025, net income was $690.0 million, or $6.90 per diluted share, versus $729.4 million, or $6.85 per diluted share, in 2024. The company also declared a $0.35 quarterly dividend payable March 23, 2026, and said it repurchased 9.9 million shares for $576 million in 2025.
Q4 2025 net income $155.0 million ($1.60 diluted EPS) vs. $167.9 million ($1.58) in Q4 2024
Full-year 2025 net income $690.0 million ($6.90 diluted EPS) vs. $729.4 million ($6.85) in 2024
Quarterly dividend of $0.35 per share, payable March 23, 2026, to holders of record on March 13, 2026
Q4 2025 mortgage insurance new insurance written was $11.8 billion vs. $12.2 billion in Q4 2024
Moderna reported fourth-quarter 2025 revenue of $678 million, down 30% from a year earlier, while its net loss narrowed to $826 million and loss per share improved to $(2.11). The company reiterated a 2026 target of up to 10% revenue growth, but disclosed that the U.S. FDA issued a Refusal-to-File letter for its seasonal flu vaccine, which the company says it is working to address through a Type A meeting.
Q4 2025 revenue was $678 million, down 30% from Q4 2024; net loss was $826 million versus $1.1 billion, and loss per share was $(2.11) versus $(2.91).
Full-year 2025 revenue was $1.9 billion, down 40%; full-year net loss was $2.8 billion versus $3.6 billion in 2024.
2026 framework: revenue growth of up to 10%, R&D of about $3.0 billion, SG&A of about $1.0 billion, and year-end cash and investments of $5.5 to $6.0 billion.
The U.S. FDA issued a Refusal-to-File letter for the mRNA-1010 seasonal flu vaccine; Moderna has requested a Type A meeting.
Atmus Filtration Technologies reported fourth-quarter and full-year 2025 results, with net sales up 9.8% in the quarter and 5.7% for the year, and diluted EPS rising from $0.48 to $0.58 in the quarter. The company also guided 2026 total revenue to $1.945 billion to $2.015 billion and adjusted EPS to $2.75 to $3.00, above its 2025 adjusted EPS of $2.73, following its January 7, 2026 acquisition of Koch Filter Corporation.
Q4 2025 net sales were $447 million, up from $407 million, and diluted EPS was $0.58 versus $0.48 a year earlier
Full-year 2025 net income was $207 million, or $2.50 diluted EPS, compared with $186 million, or $2.22, in 2024
2026 guidance: total revenue of $1.945 billion to $2.015 billion and adjusted EPS of $2.75 to $3.00
Atmus returned $78 million to investors in 2025, including $61 million of buybacks; $69 million remained under the authorization as of December 31, 2025
Advance Auto Parts reported fourth quarter and full year 2025 results on February 13, 2026, with net sales of $8.6 billion for the year, down from $9.1 billion, and full year diluted EPS of $1.13 versus a loss of $9.80 in 2024. The company also issued 2026 guidance calling for adjusted diluted EPS of $2.40 to $3.10, which would be above its 2025 adjusted EPS of $2.26, while its full year free cash flow was an outflow of $298 million.
Q4 2025 comparable store sales rose 1.1%, and Q4 diluted EPS was $0.49 versus a loss of $10.16 a year earlier
Full year 2025 adjusted operating margin was 2.5%, up from 0.4% in 2024; adjusted diluted EPS was $2.26
2026 guidance: net sales of $8,485 million to $8,575 million, comparable store sales growth of 1.0% to 2.0%, adjusted operating margin of 3.8% to 4.5%
Board declared a $0.25 per share regular dividend payable April 24, 2026, to holders of record on April 10, 2026
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.