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).
Gaming and Leisure Properties reported fourth-quarter 2025 revenue of $407.0 million, up from $389.6 million a year earlier, and net income of $275.4 million, up from $223.6 million. The company also set 2026 AFFO guidance of $1.207 billion to $1.222 billion, or $4.06 to $4.11 per diluted share, and declared a first-quarter dividend of $0.78 per share, which shareholders can use to judge the company's cash flow outlook.
Q4 2025 revenue was $407.0 million versus $389.6 million in Q4 2024; diluted EPS was $0.94 versus $0.79.
Q4 2025 AFFO was $290.0 million versus $269.7 million, and full-year 2025 AFFO was $1.120 billion.
2026 AFFO guidance is $1.207 billion to $1.222 billion, or $4.06 to $4.11 per diluted share and OP/LTIP unit.
Board declared a first-quarter 2026 dividend of $0.78 per share, payable March 27, 2026 to holders of record on March 13, 2026.
PPL Corporation reported 2025 reported earnings of $1.18 billion, or $1.59 per share, up from $888 million, or $1.20 per share, in 2024, and earnings from ongoing operations of $1.34 billion, or $1.81 per share, up from $1.69. The company forecast 2026 earnings of $1.90 to $1.98 per share, raised its capital plan to $23 billion for 2026 through 2029, and increased its quarterly dividend, which matters to shareholders because it sets out higher expected earnings and dividend growth.
Reported 2025 earnings were $1.18 billion, or $1.59 per share, compared with $888 million, or $1.20 per share, in 2024.
Earnings from ongoing operations were $1.34 billion, or $1.81 per share, compared with $1.69 per share in 2024.
2026 earnings forecast range is $1.90 to $1.98 per share, with a midpoint of $1.94 per share, a 7.2% increase over 2025 ongoing earnings.
Quarterly common dividend rises to $0.2850 per share from $0.2725, payable April 1, 2026, to shareowners of record as of March 10, 2026.
Balchem reported fourth-quarter 2025 net sales of $263.6 million, up 9.8%, and GAAP diluted EPS of $1.21 versus $1.03 a year earlier. For full-year 2025, net sales were $1.037 billion, up 8.8%, and GAAP EPS was $4.75 versus $3.93, and the company said it increased its dividend by a double-digit percentage.
Q4 2025 net earnings were $39.2 million, up 16.8%, and adjusted EBITDA was $67.9 million, up 8.1%.
Q4 adjusted EPS was $1.31 versus $1.13 a year earlier.
Full-year 2025 net earnings were $154.8 million, up 20.5%, and free cash flow was $173.6 million.
Q4 share repurchases totaled $53.6 million, and net debt was $89.4 million at December 31, 2025.
TDS reported fourth-quarter 2025 operating revenues of $330.7 million, up from $295.3 million a year earlier, and diluted EPS from continuing operations of $0.32 versus $0.01. For full-year 2025, revenues fell to $1.23 billion from $1.30 billion, but EPS from continuing operations was $0.39 compared with a loss of $1.24 in 2024. The company also gave 2026 estimates for TDS Telecom and Array, which shareholders can use to track results against guidance.
Q4 2025 diluted EPS from continuing operations was $0.32, versus $0.01 in Q4 2024
Full-year 2025 operating revenues were $1,228.2 million, down from $1,297.0 million in 2024
Array closed its wireless spectrum sale with AT&T on January 13, 2026, for $1.018 billion; a $10.25 per share special dividend was paid February 2, 2026
Cogent Communications reported fourth-quarter 2025 service revenue of $240.5 million, down 0.6% from the prior quarter and down 4.7% from a year earlier, and full-year 2025 service revenue of $975.8 million versus $1,036.1 million in 2024. Adjusted EBITDA rose to $76.7 million, and the basic and diluted net loss per share narrowed to $(0.64) from $(0.91) a year earlier, so revenue declined while profit measures improved for shareholders.
Q4 2025 service revenue was $240.5 million, down 0.6% sequentially and down 4.7% year over year.
Q4 2025 EBITDA, as adjusted, was $76.7 million, up 14.8% from $66.9 million in Q4 2024; the adjusted EBITDA margin was 31.9%.
Basic and diluted net loss per share was $(0.64) for Q4 2025 versus $(0.91) for Q4 2024; full-year 2025 was $(3.80) versus $(4.28) for 2024.
The Board approved a regular quarterly dividend of $0.02 per share payable March 20, 2026, and 2025 dividends totaled $150.1 million, or $3.05 per share.
Western Union reported fourth-quarter 2025 revenue of $1.0 billion, down 5%, while GAAP EPS fell to $0.36 from $1.13 because the prior year included a $0.75 tax benefit. Adjusted EPS rose to $0.45 from $0.40, and the company gave 2026 GAAP EPS guidance of $1.50 to $1.60 and adjusted EPS guidance of $1.75 to $1.85, assuming the pending International Money Express acquisition closes in the second quarter of 2026.
Q4 revenue was $1.0 billion, down 5%; Consumer Services revenue rose 15% while Consumer Money Transfer revenue fell 7%.
Q4 GAAP EPS was $0.36 versus $1.13 a year earlier; adjusted EPS was $0.45 versus $0.40.
Full-year 2025 revenue was $4.1 billion, down 4%; GAAP EPS was $1.52 versus $2.74 and adjusted EPS was $1.75 versus $1.74.
2026 outlook: GAAP revenue growth of 5% to 8% and GAAP EPS of $1.50 to $1.60; the Board approved a first-quarter 2026 dividend of $0.235 per share.
DNOW reported fourth-quarter and full-year 2025 results, the first to include its completed merger with MRC Global, which closed on November 6, 2025. Full-year revenue rose to $2.82 billion from $2.37 billion, but a GAAP net loss of $89 million, or $(0.76) per diluted share, was driven mainly by transaction charges, and adjusted diluted EPS fell to $0.86 from $0.91.
Full-year 2025 revenue was $2,820 million versus $2,373 million in 2024
Fourth-quarter net loss attributable to DNOW was $147 million, or $(0.95) per diluted share, primarily due to transaction charges
Fourth-quarter adjusted net income was $23 million, or $0.15 per diluted share, versus $0.25 a year earlier
First-year merger cost synergies are projected at $23 million, and the $70 million three-year synergy commitment is unchanged
Lamar Advertising reported fourth-quarter and full-year 2025 results on February 20, 2026, with net revenues up 2.8% in the quarter and 2.7% for the year. Quarterly net income rose from a year-earlier loss, but the comparison is distorted by a $159.7 million asset retirement obligation charge recorded in the 2024 period, and full-year free cash flow fell 5.3%. The company guided 2026 diluted earnings per share to $5.72 to $5.83 and diluted AFFO per share to $8.50 to $8.70.
Q4 2025 net revenues were $595.9 million, up 2.8% from $579.6 million; net income was $154.7 million versus a net loss of $1.0 million a year earlier
Full-year 2025 net revenues were $2.27 billion, up 2.7%; diluted EPS was $5.77 versus $3.52, helped by a $68.6 million gain on the sale of its Vistar Media stake
Full-year 2025 free cash flow was $696.6 million, down 5.3%; Q4 diluted AFFO per share rose 1.4% to $2.24
2026 guidance: diluted EPS of $5.72 to $5.83 and diluted AFFO per share of $8.50 to $8.70
ESAB reported fourth quarter and full year 2025 results that match the preliminary figures it released on February 2, 2026, filed alongside its 10-K. Reported sales grew, but GAAP earnings per share from continuing operations declined from the prior year, while core adjusted EPS rose. The company reaffirmed its 2026 outlook, which it said is consistent with its February 2 guidance.
Q4 2025 sales were $721 million, up 7% reported but down 2% in core organic sales; Q4 GAAP diluted EPS from continuing operations was $0.82, versus $1.18 a year earlier.
Q4 core adjusted EPS was $1.35, versus $1.28 in Q4 2024; full year core adjusted EPS was $5.27, versus $5.06.
Full year 2025 sales were $2,843 million, up 4% reported and flat in core organic sales; full year GAAP diluted EPS from continuing operations was $4.10, versus $4.68 in 2024.
For full year 2026, ESAB expects core adjusted EBITDA of $575 to $595 million and core adjusted EPS of $5.70 to $5.90.
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.