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).
Arcosa reported fourth-quarter 2025 net income of $52.1 million, compared with a net loss of $7.7 million a year earlier, and full-year 2025 revenue of $2.88 billion, up 12%. The company also guided to 2026 revenue of $2.95 billion to $3.10 billion and adjusted EBITDA of $590 million to $640 million, excluding its planned $450 million sale of the barge business, which is expected to close in the second quarter of 2026.
Q4 2025 net income was $52.1 million, or $1.06 diluted EPS, versus a net loss of $7.7 million, or $(0.16) per share, in Q4 2024.
Full-year 2025 revenue was $2.88 billion, up 12%, and adjusted EBITDA was $583.3 million, up 30%.
2026 guidance: revenue of $2.95 billion to $3.10 billion and adjusted EBITDA of $590 million to $640 million, excluding the barge divestiture.
Barge business (Arcosa Marine Products) to be sold to Wynnchurch Capital L.P. for $450 million in cash, expected to close in Q2 2026; Group President Jesse E. Collins Jr. retires effective April 3, 2026.
Tutor Perini reported fourth-quarter and full-year 2025 results in a press release furnished as Exhibit 99.1 to a Form 8-K dated February 26, 2026. Full-year revenue rose 28% to $5.5 billion, and the company returned to a profit after a loss in 2024, with diluted EPS of $1.51 compared with a loss of $3.13. The company also gave 2026 adjusted EPS guidance of $4.90 to $5.30, which excludes share-based compensation expense.
2025 revenue was $5.5 billion, up 28% from 2024.
Income from construction operations was $232.0 million in 2025, compared with a loss of $103.8 million in 2024.
Operating cash flow was a record $748.1 million in 2025, up 49% year-over-year.
The company expects 2026 adjusted EPS of $4.90 to $5.30 and does not provide GAAP EPS guidance.
Dell reported record fiscal 2026 fourth-quarter revenue of $33.4 billion, up 39%, and record full-year revenue of $113.5 billion, up 19%. It guided fiscal 2027 revenue to $138.0 billion to $142.0 billion, and it raised its cash dividend by 20% and its share repurchase authorization by $10 billion.
Q4 FY26 revenue of $33.4 billion, up 39%; diluted EPS of $3.37, up 57%
FY26 revenue of $113.5 billion, up 19%; diluted EPS of $8.68, up 36%
FY27 revenue guidance of $138.0 billion to $142.0 billion; GAAP diluted EPS midpoint of $11.52
Alignment Healthcare reported fourth-quarter 2025 total revenue of $1,012.8 million, up 44.4%, and a net loss of $11.0 million, compared with a $31.1 million loss a year earlier. For full-year 2025, revenue was $3.95 billion, up 46.1%, and the net loss narrowed to $1.0 million from $128.1 million. The company guided 2026 revenue to $5.14 billion to $5.19 billion and adjusted EBITDA to $133 million to $163 million, which signals expected continued growth and a path toward profitability for shareholders.
Q4 2025 total revenue was $1,012.8 million, up 44.4%; net loss was $11.0 million versus $31.1 million a year earlier.
Full-year 2025 revenue was $3.95 billion, up 46.1%; net loss was $1.0 million versus $128.1 million in 2024.
2026 guidance: revenue of $5.14 billion to $5.19 billion, adjusted EBITDA of $133 million to $163 million, and 292,000 to 298,000 health plan members.
Health plan membership guidance was raised by 2,000 at the midpoint; membership at the end of Q4 2025 was about 236,300, up 25.0%.
Universal Health Services reported fourth-quarter 2025 net income attributable to UHS of $445.9 million, or $7.06 per diluted share, up from $332.4 million, or $4.96, a year earlier, on net revenues up 9.1% to $4.486 billion. It also issued a 2026 forecast of $18.417 billion to $18.789 billion in net revenues and $22.64 to $24.52 in diluted EPS, and disclosed that a Nevada judge granted a new trial in a lawsuit where a jury had awarded $500 million in punitive damages against a subsidiary, which the company says would likely be vacated.
Q4 2025 net income attributable to UHS was $445.9 million ($7.06 per diluted share) vs. $332.4 million ($4.96) in Q4 2024; adjusted EPS was $5.88 vs. $4.92.
Q4 2025 net revenues rose 9.1% to $4.486 billion; full-year 2025 net revenues were $17.365 billion.
2026 forecast: net revenues of $18.417 billion to $18.789 billion and diluted EPS of $22.64 to $24.52.
On February 25, 2026, the judge in the Washoe County, Nevada case granted a new trial over juror misconduct; the company had recorded an $18 million legal reserve in Q3 2025.
Frontdoor reported fourth-quarter and full-year 2025 results, with full-year revenue up 14% to $2.09 billion and net income up 9% to $255 million. Fourth-quarter net income fell to $1 million from $9 million a year earlier, and the company gave 2026 revenue and Adjusted EBITDA guidance above 2025 levels.
Full-year 2025 revenue rose 14% to $2.09 billion, with organic revenue growth of 3.7%
Fourth-quarter 2025 net income was $1 million, down from $9 million; diluted EPS was $0.02 versus $0.11
2026 outlook: revenue of $2.155 billion to $2.195 billion and Adjusted EBITDA of $565 million to $580 million
Repurchased $280 million of shares in 2025; long-term Adjusted EBITDA margin outlook raised to the mid-20% range
Indivior reported fourth-quarter 2025 net revenue of $358 million, up 20% from a year earlier, and GAAP net income of $102 million ($0.79 per diluted share) versus $21 million a year earlier. The company also authorized a new $400 million share repurchase program and reaffirmed its full-year 2026 guidance, including net revenue of $1,125 million to $1,195 million and adjusted EBITDA of $535 million to $575 million.
Q4 2025 total SUBLOCADE net revenue was $252 million, up 30% year over year; full-year SUBLOCADE net revenue was $856 million, up 13%.
FY 2025 GAAP net income was $210 million ($1.64 per diluted share), compared with $7 million in FY 2024.
New share repurchase program of up to $400 million with a term of up to 18 months, to be made opportunistically from available cash.
Cash and investments ended Q4 2025 at $222 million, down from $347 million a year earlier, after the $295 million legacy DOJ payment.
Warby Parker reported fourth-quarter and full-year 2025 results, with full-year net revenue up 13.0% to $871.9 million and net income of $1.6 million, its first full year of positive net income. The company also authorized a $100 million share repurchase program and gave 2026 guidance of $959 million to $976 million in net revenue and $117 million to $119 million in Adjusted EBITDA.
Full-year 2025 net revenue rose $100.6 million, or 13.0%, to $871.9 million; fourth-quarter revenue rose 11.2% to $212.0 million.
Full-year 2025 net income was $1.6 million, compared with a net loss of $20.4 million in 2024; fourth-quarter net loss narrowed to $6.0 million.
Gross margin fell to 54.0% for the year from 55.3%, which the company attributed mainly to tariff costs on glasses.
The Board authorized repurchases of up to $100.0 million of Class A common stock with no fixed expiration date.
First Advantage reported fourth-quarter 2025 revenue of $420.0 million, up from $307.1 million a year earlier, and net income of $3.5 million, compared with a net loss of $100.4 million in the prior-year quarter. For full-year 2025, revenue rose to $1,574.4 million from $860.2 million, while the company posted a net loss of $34.8 million, narrower than the $110.3 million loss in 2024. The board also approved a $100 million share repurchase program and the company introduced 2026 guidance for revenue of $1,625 million to $1,700 million.
Q4 2025 diluted EPS was $0.02 versus a loss of $0.62 in Q4 2024; Q4 Adjusted Diluted EPS was $0.30 versus $0.18
Full-year 2025 revenue was $1,574.4 million; the net loss was $34.8 million, or $(0.20) per diluted share
Board approved a share repurchase program of up to $100 million with no expiration date
2026 guidance: revenue of $1,625 million to $1,700 million and Adjusted Diluted EPS of $1.15 to $1.25
Kinetik reported fourth-quarter 2025 total operating revenues of $430.4 million, up from $385.7 million a year earlier, and Adjusted EBITDA of $252.1 million, up from $237.5 million. Quarterly net income was driven by a $415.4 million gain on the sale of its EPIC Crude equity interest, and the company guided 2026 Adjusted EBITDA to $950 million to $1,050 million, which it said is a 7% increase at the midpoint.
Q4 2025 diluted EPS was $2.16 versus $0.01 in Q4 2024; Adjusted EBITDA was $252.1 million versus $237.5 million.
Net income including noncontrolling interest of $416.7 million includes a $415.4 million gain from the EPIC Crude divestiture completed October 31, 2025.
Full-year 2025 Adjusted EBITDA was $987.7 million; Q4 2025 Free Cash Flow was $(12.0) million versus $32.5 million a year earlier.
2026 guidance calls for Adjusted EBITDA of $950 million to $1,050 million and capital expenditures of $450 million to $510 million.
VSE Corporation reported fourth-quarter and full-year 2025 results on February 25, 2026, with revenue, GAAP net income and diluted EPS all higher than in 2024. The company also issued 2026 guidance that excludes the pending Precision Aviation Group acquisition, which is expected to close in the second quarter of 2026. For shareholders, the results show strong growth, though full-year free cash flow was only $6 million.
Q4 2025 revenue was $301.2 million, up 32%, and GAAP diluted EPS was $0.98 versus $0.51 a year earlier.
Full-year 2025 revenue was $1.1 billion, up 41%, with GAAP net income of $53.5 million and GAAP diluted EPS of $2.52.
2026 guidance excluding PAG calls for revenue growth of about 19% to 23% and Adjusted EBITDA margin of 16.8% to 17.3%.
Full-year 2025 operating cash flow was $27 million and free cash flow was $6 million; net debt was $223 million.
LeMaitre Vascular reported preliminary fourth-quarter 2025 sales of $64.5 million, up 16%, with operating income of $18.8 million, up 47%. The company also guided to 2026 full-year sales of $276 million to $284 million and diluted EPS of $2.81 to $3.01, and raised its quarterly dividend 25% and authorized a $100.0 million share repurchase program.
Q4 2025 diluted EPS was $0.68, up 39% from the prior-year quarter, and gross margin was 71.7%, up 240 basis points.
Full-year 2026 guidance calls for sales of $276 million to $284 million and diluted EPS of $2.81 to $3.01.
On February 19, 2026, the board raised the quarterly dividend 25% to $0.25 per share, payable March 26, 2026, and authorized up to $100.0 million in buybacks through February 18, 2027.
Crescent Energy reported full-year 2025 net income attributable to the company of $132.9 million, compared with a $114.6 million loss in 2024, and a fourth-quarter net loss of $8.7 million, compared with a $118.0 million loss a year earlier. The company also issued 2026 guidance, including production of 320 to 335 MBoe/d, and raised its share repurchase authorization to $400 million, which gives it more room to buy back stock.
Full-year 2025 net income attributable to Crescent was $132.9 million, or $0.54 per diluted Class A share, versus a $114.6 million loss in 2024
Fourth-quarter 2025 net loss attributable to Crescent was $8.7 million, or $0.03 per share, versus a $118.0 million loss in the fourth quarter of 2024; fourth-quarter revenue was $865 million versus $875 million a year earlier
2026 guidance calls for total production of 320 to 335 MBoe/d and development capital of $1,325 million to $1,425 million
Board raised the share repurchase authorization to $400 million from $150 million and extended the program indefinitely; a $0.12 per share dividend is payable March 25, 2026
H2O America reported full-year 2025 revenue of $800.6 million, up 7%, and adjusted diluted EPS of $2.99, up from $2.95 in 2024, near the top of its narrowed guidance range. It initiated 2026 standalone adjusted EPS guidance of $3.08-3.18, raised its long-term EPS growth target to 6-8%, and set a $2.7 billion 2026-30 capital spending plan, which matters to shareholders because it signals expected earnings growth alongside a larger investment program tied to pending Texas acquisitions.
2025 revenue was $800.6 million, up 7% from $748.4 million in 2024; GAAP net income was $102.6 million, up 9%.
2025 adjusted diluted EPS was $2.99 versus $2.95 in 2024; GAAP diluted EPS was $2.92 versus $2.87.
2026 standalone adjusted diluted EPS guidance is $3.08-3.18, excluding the pending Quadvest and Cibolo Valley acquisitions and their financing.
Fourth-quarter 2025 diluted EPS was $0.45 versus $0.68 a year earlier; the 2026-30 capital expenditures budget is $2.7 billion, a 31% increase over the prior five-year plan.
Nutanix reported second-quarter fiscal 2026 revenue of $722.8 million, up 10% from a year earlier, and GAAP net income of $103.0 million, up from $56.4 million. The same day, it agreed to sell 4,136,789 shares to AMD at $36.26 per share for $150 million, and the companies announced a multi-year partnership with AMD funding up to $100 million for Nutanix R&D and go-to-market work. The company guided third-quarter revenue to $680 million to $690 million and said supply chain constraints could affect the timing of near-term revenue and free cash flow.
Q2 GAAP net income was $103.0 million, or $0.36 per diluted share, versus $56.4 million, or $0.19 per diluted share, a year earlier.
Annual Recurring Revenue was $2.36 billion as of January 31, 2026, up 16% year over year; free cash flow was $191.4 million.
Q3 fiscal 2026 revenue outlook is $680 million to $690 million; fiscal 2026 revenue outlook is $2.80 billion to $2.84 billion.
AMD agreed to buy 4,136,789 Class A shares at $36.26 per share, or $150 million in cash, in a private placement; closing is subject to a Hart-Scott-Rodino waiting period.
Pursuit Attractions and Hospitality reported full-year 2025 revenue of $452.4 million, up 23.4% from 2024, and Adjusted EBITDA of $117.1 million, up $40.1 million. GAAP net income attributable to Pursuit fell to $22.7 million from $368.5 million, mainly because 2024 included the gain on the GES sale. The company guided to 2026 Adjusted EBITDA of $123 million to $133 million and set 2030 targets, and it expects to close the $78.4 million Flyover sale in spring 2026.
Full-year 2025 revenue was $452.4 million, up 23.4%; fourth-quarter revenue was $57.1 million, up 24.6%.
Full-year 2025 net income attributable to Pursuit was $22.7 million, or $0.80 per diluted share, versus $368.5 million in 2024; fourth-quarter net loss was $25.7 million.
2026 Adjusted EBITDA guidance is $123 million to $133 million, about 9% growth at the mid-point versus 2025.
Pursuit expects to sell Flyover Attractions to Brogent Technologies for about $78.4 million, with closing expected in spring 2026.
TKO Group reported fourth quarter 2025 revenue of $1.038 billion, up 12%, and net income of $0.8 million, compared with a net loss of $60.9 million a year earlier. It also set 2026 targets of $5.675 billion to $5.775 billion in revenue and $2.240 billion to $2.290 billion in Adjusted EBITDA, and said it intends to launch up to $1 billion in share repurchases in March 2026.
Q4 2025 revenue $1.038 billion, up $110.2 million; Adjusted EBITDA $281.2 million, up 30%
Full year 2025 revenue $4.735 billion, down 3%; net income $546.2 million vs. net loss of $245.8 million in 2024
2026 targets: revenue $5.675 billion to $5.775 billion; Adjusted EBITDA $2.240 billion to $2.290 billion
Intends to repurchase up to $1.0 billion of Class A common stock, with launch expected in March 2026
Agilent reported first-quarter fiscal 2026 revenue of $1.80 billion, up 7.0% reported and 4.4% on a core basis, and GAAP EPS of $1.07, down 4% from a year earlier. The company raised its fiscal 2026 reported revenue outlook to $7.3 billion to $7.5 billion and increased its non-GAAP EPS range to $5.90 to $6.04, which matters to shareholders because the headline revenue and non-GAAP earnings measures moved up while GAAP profit declined.
Q1 revenue $1.80 billion, up 7.0% reported and 4.4% core; non-GAAP EPS $1.36, up 4% from $1.31
GAAP net income $305 million, or $1.07 per share, versus $318 million, or $1.11, in Q1 2025
FY2026 revenue outlook $7.3 billion to $7.5 billion; non-GAAP EPS $5.90 to $6.04
Q2 2026 revenue guidance $1.79 billion to $1.82 billion; non-GAAP EPS $1.39 to $1.42
Sterling Infrastructure reported fourth quarter and full year 2025 results and issued full year 2026 guidance in a press release furnished with the 8-K. Fourth quarter revenue rose 51% on a GAAP basis to $755.6 million, with the CEC acquisition contributing $129.1 million, while GAAP diluted EPS fell to $2.81 from $3.64 because the prior-year quarter included a one-time $91 million pre-tax gain from deconsolidating the RHB joint venture. The company expects 2026 revenue of $3.05 billion to $3.20 billion and adjusted diluted EPS of $13.45 to $14.05.
Fourth quarter 2025 revenue was $755.6 million, up 51% on a GAAP basis; CEC acquisition contributed $129.1 million.
Fourth quarter GAAP diluted EPS was $2.81 versus $3.64 a year earlier, which included a one-time RHB gain; adjusted diluted EPS was $3.08, up 78%.
Full year 2025 revenue was $2.49 billion, up 18% on a GAAP basis; adjusted diluted EPS was $10.88 versus $7.09.
2026 guidance: revenue of $3.05 billion to $3.20 billion and adjusted diluted EPS of $13.45 to $14.05.
Sezzle reported fourth-quarter and full-year 2025 results with revenue and net income up sharply from 2024 and raised its FY2026 Adjusted Net Income per Diluted Share guidance to $4.70 from $4.35. The company also said its 2024 Consolidated Statements of Cash Flows should no longer be relied upon because it misclassified notes receivable purchases and repayments as investing activities; the restatement changes cash flow classification only, with no effect on the balance sheet or income statement.
Q4 2025 Total Revenue rose 32.2% year over year to $129.9 million; Net Income was $42.7 million, or $1.21 per diluted share.
FY2025 Net Income rose 69.5% to $133.1 million, or $3.72 per diluted share; Adjusted Net Income was $128.4 million.
FY2026 guidance: Adjusted Net Income per Diluted Share raised to $4.70 from $4.35; Total Revenue growth of 25% to 30%; Adjusted Net Income of $170.0 million.
2024 operating cash flow restated to $130.6 million from $40.9 million; $89.7 million reclassified from investing activities. Determined February 19, 2026; no amended 10-K or 10-Q filings planned.
Salesforce reported fourth-quarter fiscal 2026 revenue of $11.2 billion, up 12% year-over-year, and GAAP diluted net income per share of $2.07 versus $1.75 a year earlier. The company initiated full-year fiscal 2027 revenue guidance of $45.8 billion to $46.2 billion, up 10% to 11%, and announced a $50 billion share repurchase authorization and a higher quarterly dividend of $0.44 per share.
Q4 FY26 revenue $11.2 billion, up 12% Y/Y; GAAP diluted EPS $2.07 vs. $1.75 in Q4 FY25
FY27 revenue guidance $45.8 billion to $46.2 billion; GAAP diluted EPS guidance $7.85 to $7.93
MYR Group reported fourth-quarter and full-year 2025 results in a press release furnished with this 8-K. Full-year revenue rose to $3.66 billion from $3.36 billion, and net income rose to $118.4 million, or $7.53 per diluted share, from $30.3 million, or $1.83, a year earlier. Backlog reached $2.82 billion at year end, and the release contains no financial guidance for 2026.
Q4 2025 revenue was $973.5 million, up 17.3% from Q4 2024; diluted EPS was $2.33 versus $0.99
Full-year 2025 revenue was $3.66 billion versus $3.36 billion in 2024; net income was $118.4 million versus $30.3 million
Backlog was $2.82 billion at December 31, 2025, up 9.6% from $2.58 billion at December 31, 2024
Cash and cash equivalents were $150.2 million; $408.3 million was available under the $490 million revolving credit facility
Penumbra reported fourth quarter 2025 revenue of $385.4 million, up 22.1%, and net income of $47.3 million, compared with $33.7 million a year earlier. Full-year 2025 revenue rose 17.5% to $1,403.7 million and net income reached $177.7 million, versus $14.0 million in 2024. The company will not provide 2026 financial guidance or hold a conference call because of its proposed acquisition by Boston Scientific.
Q4 2025 diluted EPS was $1.20, compared with $0.86 in Q4 2024.
Full-year 2025 income from operations was $189.2 million, compared with $9.3 million in 2024.
No financial guidance for full-year 2026 because of the proposed acquisition by Boston Scientific Corporation (NYSE: BSX).
Range Resources reported fourth quarter 2025 revenues and other income of $820 million, up 31% from a year earlier, with net income of $179 million, or $0.75 per diluted share, compared with $94.8 million, or $0.39, in the prior-year quarter. The company also raised its stock repurchase authorization to $1.5 billion and provided 2026 guidance, including all-in capital spending of $650 million to $700 million and production of 2.35 to 2.40 billion cubic feet equivalent per day.
Q4 2025 net income was $179 million ($0.75 per diluted share), up from $94.8 million ($0.39) in Q4 2024; full-year 2025 net income was $658 million ($2.74 per diluted share).
Q4 2025 included a $33 million mark-to-market derivative gain; adjusted diluted EPS, comparable to analysts' estimates, was $0.82.
The board increased the repurchase program to $1.5 billion of current availability as of February 24, 2026.
2026 guidance calls for all-in capital spending of $650 million to $700 million and production of 2.35 to 2.40 Bcfe per day.
TJX reported fourth-quarter fiscal 2026 net sales of $17.7 billion, up 9%, and diluted earnings per share of $1.58, up 28%, including a litigation settlement benefit; adjusted EPS was $1.43, up 16%. The company guided fiscal 2027 diluted EPS to $4.93 to $5.02 and said it intends to raise its quarterly dividend 13% to $.48 per share and repurchase $2.50 to $2.75 billion of stock.
Q4 net sales $17.7 billion, up 9%; consolidated comparable sales up 5%
Q4 diluted EPS $1.58 including a $.15 net benefit from a litigation settlement; adjusted EPS $1.43, up 16%
FY27 guidance: full-year diluted EPS $4.93 to $5.02 and first-quarter diluted EPS $.97 to $.99
Plans to buy back $2.50 to $2.75 billion of stock in FY27 and a new $3.0 billion authorization; dividend increase expected to be declared in March 2026
LifeStance reported fourth-quarter 2025 revenue of $382.2 million, up 17%, and net income of $11.7 million, compared with a net loss a year earlier, and issued 2026 guidance for revenue of $1.615 billion to $1.655 billion. The Board also approved a share repurchase program of up to $100 million and announced that Executive Chairman Kenneth Burdick will become non-executive Chairman effective March 16, 2026.
Q4 2025 revenue was $382.2 million, up 17%; full year revenue was $1,424.3 million, up 14%.
Q4 2025 net income was $11.7 million, versus a net loss of $7.1 million in Q4 2024; full year net income was $9.7 million.
2026 guidance: revenue of $1.615 billion to $1.655 billion and Adjusted EBITDA of $185 million to $205 million.
Board approved a repurchase program of up to $100 million of common stock; Kenneth Burdick moves to non-executive Chairman effective March 16, 2026.
Globus Medical reported fourth-quarter 2025 worldwide net sales of $826.4 million, up 25.7%, and GAAP diluted EPS of $1.03 versus $0.19 a year earlier. The company reaffirmed 2026 revenue guidance of $3.18 to $3.22 billion and raised its non-GAAP diluted EPS guidance to $4.40 to $4.50 from $4.30 to $4.40. The sales growth includes the Nevro acquisition; the base business excluding Nevro grew 10.6% in the quarter.
Q4 2025 worldwide net sales were $826.4 million, up 25.7%; base business excluding Nevro rose 10.6%.
Q4 2025 GAAP net income was $140.6 million; GAAP diluted EPS was $1.03 versus $0.19 in Q4 2024.
2026 revenue guidance reaffirmed at $3.18 to $3.22 billion; non-GAAP diluted EPS guidance raised to $4.40 to $4.50 from $4.30 to $4.40.
EXL reported fourth-quarter and full-year 2025 results, with revenue and earnings per share both up year over year. The company also issued 2026 guidance calling for revenue growth of 9% to 11%, and its board authorized a $500 million share repurchase program effective February 28, 2026.
Q4 2025 revenue was $542.6 million, up 12.7% from $481.4 million a year earlier; Q4 GAAP diluted EPS was $0.38, up from $0.31.
Full-year 2025 revenue was $2.09 billion, up 13.6%; GAAP diluted EPS was $1.54, up 28.0% from $1.21.
2026 guidance: revenue of $2.275 billion to $2.315 billion and adjusted diluted EPS of $2.14 to $2.19.
Board authorized a $500 million common stock repurchase program, effective February 28, 2026, for a two-year period.
Workday reported fiscal fourth-quarter 2026 total revenues of $2.532 billion, up 14.5%, and GAAP diluted earnings per share of $0.55, up from $0.35 a year earlier. It also guided fiscal 2027 subscription revenues to $9.925 billion to $9.950 billion, or 12% to 13% growth, while restructuring expenses rose to $303 million for the full year from $84 million.
Q4 total revenues were $2.532 billion, up 14.5%; GAAP diluted EPS was $0.55 versus $0.35.
Fiscal 2026 total revenues were $9.552 billion, up 13.1%; GAAP operating income was $721 million versus $415 million.
Fiscal 2027 guidance: subscription revenues of $9.925 billion to $9.950 billion and non-GAAP operating margin of about 30.0%.
Co-founder Aneel Bhusri returned as chief executive officer; the company repurchased 12.8 million Class A shares for $2.9 billion in fiscal 2026.
Option Care Health reported fourth-quarter 2025 net revenue of $1,465.4 million, up 8.8%, and GAAP diluted EPS of $0.37, up 5.7%, while net income fell 2.7% to $58.5 million. For full-year 2025, net revenue rose 13.0% to $5,649.5 million and adjusted diluted EPS rose 8.9% to $1.72, though net income declined 2.0% to $207.6 million. The company also projected 2026 net revenue of $5.8 billion to $6.0 billion and adjusted diluted EPS of $1.82 to $1.92.
Q4 2025 net revenue $1,465.4 million, up 8.8%; net income $58.5 million, down 2.7%
Full-year 2025 adjusted diluted EPS $1.72, up 8.9%; GAAP diluted EPS $1.27, up 3.3%
2026 guidance: net revenue $5.8 billion to $6.0 billion; adjusted diluted EPS $1.82 to $1.92; adjusted EBITDA $480 million to $505 million
Repurchased $307 million of stock in 2025; conference call set for February 24, 2026 at 8:30 a.m. ET
Henry Schein reported fourth-quarter and full-year 2025 results that rose on both sales and per-share earnings, and it introduced 2026 guidance for non-GAAP diluted EPS of $5.23 to $5.37. The company said Fred Lowery will join as CEO next week, which matters to shareholders because it marks a leadership change alongside the new outlook.
Q4 2025 net sales were $3.4 billion, up 7.7%; GAAP diluted EPS was $0.85 versus $0.74, and non-GAAP diluted EPS was $1.34 versus $1.19.
Full-year 2025 net sales were $13.2 billion, up 4.0%; GAAP diluted EPS was $3.27 versus $3.05, and non-GAAP diluted EPS was $4.97 versus $4.74.
Full-year 2025 non-GAAP net income was $605 million, flat with 2024.
For 2026, non-GAAP diluted EPS is expected at $5.23 to $5.37 and total sales growth at 3% to 5%.
Ovintiv reported full-year 2025 net earnings of $1.2 billion, or $4.78 per diluted share, up from $1.125 billion, or $4.21 per diluted share, in 2024. The company also authorized a share buyback program totaling $3.0 billion and said 2026 shareholder returns will be at least 75% of full-year Non-GAAP Free Cash Flow, which increases the share of cash returned to shareholders.
Full-year 2025 net earnings of $1.2 billion ($4.78 per diluted share), compared with $1.1 billion ($4.21) in 2024
Fourth-quarter 2025 net earnings of $946 million ($3.70 per diluted share)
Board authorized a share buyback program totaling $3.0 billion; buybacks expected to begin immediately
Quarterly dividend of $0.30 per share, payable March 31, 2026, to holders of record on March 13, 2026
Keysight reported first-quarter fiscal 2026 revenue of $1.60 billion, up from $1.30 billion a year earlier, and GAAP net income of $281 million, or $1.63 per diluted share, versus $0.97 a year ago. The company also gave an outlook for second-quarter revenue of $1.690 billion to $1.710 billion and non-GAAP earnings per share of $2.27 to $2.33, which excludes any effect from the February 20, 2026 Supreme Court ruling on IEEPA tariffs.
Revenue was $1.60 billion versus $1.30 billion in the first quarter of 2025; Communications Solutions Group revenue rose 27% to $1,124 million.
GAAP net income was $281 million, or $1.63 per diluted share, versus $169 million, or $0.97, a year earlier; non-GAAP net income was $376 million, or $2.17 per share, versus $1.82.
Second-quarter fiscal 2026 outlook calls for revenue of $1.690 billion to $1.710 billion and non-GAAP EPS of $2.27 to $2.33 on about 173 million diluted shares.
Dominion Energy reported fourth-quarter 2025 GAAP net income of $567 million ($0.65 per share), up from $134 million ($0.14 per share) a year earlier, and operating earnings of $593 million ($0.68 per share) versus $504 million ($0.58 per share). The company set 2026 operating earnings guidance of $3.45 to $3.69 per share and extended its 5% to 7% long-term annual operating EPS growth target through 2030, which gives shareholders a higher earnings base and a forward outlook.
Q4 2025 GAAP net income was $567 million ($0.65 per share), versus $134 million ($0.14 per share) in Q4 2024.
Full-year 2025 GAAP EPS was $3.45 versus $2.33; operating EPS was $3.42 versus $2.77.
Q4 2025 operating revenue was $4,093 million, compared with $3,400 million in Q4 2024.
2026 operating EPS guidance is $3.45 to $3.69, midpoint $3.57, including $0.07 per share of RNG 45Z income.
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.
RingCentral reported fourth-quarter and full-year 2025 results on February 19, 2026, with total revenue up 5% in both periods and GAAP net income per diluted share of $0.26 for the quarter, compared with a loss of $0.08 a year earlier. The Board also initiated a quarterly cash dividend of $0.075 per share, payable March 16, 2026, and the company raised its share repurchase authorization to $500 million.
Q4 2025 total revenue was $644 million, up from $615 million; GAAP operating income was $42 million versus $16 million a year earlier.
Full-year 2025 total revenue was $2.515 billion, up from $2.400 billion; GAAP net income per diluted share was $0.48 versus a loss of $0.63 in 2024.
Quarterly dividend of $0.075 per share is payable March 16, 2026 to holders of record on March 9, 2026.
For fiscal 2026, guidance calls for total revenue growth of about 4% to 5% and non-GAAP EPS of $4.76 to $4.97.
Comfort Systems USA reported fourth-quarter 2025 net income of $330.8 million, or $9.37 per diluted share, up from $145.9 million, or $4.09, a year earlier, on revenue of $2.65 billion. Backlog stood at $11.94 billion at year-end, and the board declared a quarterly dividend of $0.70 per share, a $0.10 increase, which raises the cash payout to shareholders.
Q4 2025 net income $330.8 million, or $9.37 per diluted share, versus $145.9 million, or $4.09, in Q4 2024.
Q4 2025 revenue $2.65 billion versus $1.87 billion a year earlier; backlog $11.94 billion at December 31, 2025, versus $9.38 billion at September 30, 2025.
Full-year 2025 net income $1.02 billion, or $28.88 per diluted share, versus $522.4 million, or $14.60, in 2024; the tax provision includes a $0.25 per share benefit from interest on a prior-year tax refund.
Quarterly dividend of $0.70 per share, up from $0.60, payable March 17, 2026, to holders of record on March 6, 2026.
GATX reported fourth-quarter 2025 net income of $97.0 million, or $2.66 per diluted share, up from $76.5 million, or $2.10, a year earlier. Full-year net income was $333.3 million, or $9.12 per diluted share, compared with $284.2 million, or $7.78 in 2024. The board raised the quarterly dividend 8.2% to $0.66 per share and approved a new $300 million share repurchase authorization, and the company gave 2026 guidance of $9.50 to $10.10 per diluted share.
Q4 2025 net income $97.0 million, or $2.66 per diluted share, vs. $76.5 million, or $2.10, in Q4 2024
Full-year 2025 net income $333.3 million, or $9.12 per diluted share, vs. $284.2 million, or $7.78, in 2024
2026 earnings guidance of $9.50 to $10.10 per diluted share, including $0.20 to $0.30 from the Wells Fargo transaction
Quarterly dividend of $0.66 per share payable March 31, 2026, to holders of record March 2, 2026; new $300 million buyback authorization
DT Midstream reported full-year 2025 net income of $441 million, or $4.30 per diluted share, up from $354 million, or $3.60, in 2024. The company also issued 2026 Adjusted EBITDA guidance of $1.155 billion to $1.225 billion and raised its quarterly dividend 7% to $0.88 per share. For shareholders, higher annual earnings and a larger dividend are offset only slightly by fourth-quarter net income of $111 million, below $115 million in the third quarter.
Full-year 2025 net income was $441 million, or $4.30 per diluted share, compared with $354 million, or $3.60, in 2024
Fourth-quarter 2025 net income was $111 million, or $1.08 per diluted share, compared with $115 million, or $1.13, in the third quarter
2026 Adjusted EBITDA guidance is $1.155 billion to $1.225 billion; 2027 early outlook is $1.225 billion to $1.295 billion
Quarterly dividend increased 7% to $0.88 per share, payable April 15, 2026, to stockholders of record on March 16, 2026
TechnipFMC reported fourth-quarter 2025 revenue of $2.5 billion, up 6.3% from a year earlier, with diluted earnings per share of $0.59 versus $0.52 a year earlier. Results fell from the third quarter, with revenue down 4.9% and diluted EPS down from $0.75, and the company raised its 2026 Subsea revenue and adjusted EBITDA margin guidance.
Q4 2025 revenue was $2,517.0 million, up 6.3% year over year and down 4.9% from the third quarter
Q4 diluted EPS was $0.59 (GAAP) and $0.70 (adjusted), versus $0.52 in Q4 2024; net income was $242.7 million
Subsea 2026 revenue guidance raised to $9.2-9.6 billion from $9.1-9.5 billion; adjusted EBITDA margin guidance raised to 21-22% from 20.5-22%
Full-year 2025 revenue was $9.9 billion, up 9.4%; 2026 free cash flow guidance is $1.3-1.45 billion
Targa Resources reported record fourth-quarter and full-year 2025 results, with full-year net income attributable to the company rising to $1,923 million from $1,312 million. The company estimates 2026 adjusted EBITDA of $5.4 billion to $5.6 billion and intends to recommend a 25% increase in its common dividend to $5.00 per share annualized.
Full-year 2025 net income attributable to Targa was $1,923 million, up from $1,312 million in 2024; adjusted EBITDA was $4,957 million, up 20%.
Fourth-quarter 2025 net income attributable to Targa was $545 million, up from $351 million; adjusted EBITDA was $1,341 million, up from $1,122 million.
Estimates 2026 adjusted EBITDA of $5.4 billion to $5.6 billion and net growth capital expenditures of approximately $4.5 billion.
Intends to recommend a quarterly common dividend of $1.25 per share ($5.00 annualized) for the first quarter of 2026, payable in May 2026.
Coeur Mining reported fourth-quarter and full-year 2025 results on February 18, 2026, and gave 2026 production guidance for its current portfolio. Full-year revenue was $2.1 billion, up from $1.1 billion in 2024, and GAAP net income from continuing operations was $586 million, or $0.95 per share. The filing also names two board nominees tied to the pending New Gold acquisition, which is expected to close in the first half of 2026, and reports a director resignation effective February 16, 2026.
Q4 2025 revenue was $675 million versus $305 million in Q4 2024; GAAP net income from continuing operations was $215 million, or $0.29 per share.
2026 guidance for current assets: 390,000 to 460,000 ounces of gold and 18.2 to 21.3 million ounces of silver.
Patrick Godin, New Gold's CEO, and Marilyn Schonberner were approved for the Coeur board, effective only if the New Gold transaction closes.
Director N. Eric Fier resigned effective February 16, 2026, to focus on other business ventures.
SiriusPoint reported fourth-quarter 2025 net income available to common shareholders of $240 million, or $1.97 per diluted share, compared with a loss of $21.3 million a year earlier. Total revenues rose to $973.7 million from $612.8 million, and the company intends to repurchase $100 million of common shares over the next 12 months. The Core combined ratio worsened to 92.9% from 90.2%, a secondary measure that slipped.
Q4 2025 net income available to common shareholders was $240 million, or $1.97 per diluted share, versus a loss of $21.3 million ($0.13 per share) in Q4 2024.
Operating earnings per share were $0.70, compared with $0.27 a year earlier; annualized return on equity was 44.9%.
Core combined ratio was 92.9%, compared with 90.2%; gross written premium rose 17.6% to $896.9 million.
The company intends to repurchase $100 million of common shares over the next 12 months and will redeem all 8,000,000 Series B preference shares on February 26, 2026.
Royal Gold reported fourth-quarter revenue of $375.3 million, up from $202.6 million a year earlier, and full-year 2025 revenue of $1.03 billion, up from $719.4 million. Full-year net income attributable to stockholders rose to $466.3 million ($6.70 per basic share) from $332.0 million, and the company raised its 2026 dividend to $1.90 per share, its 25th consecutive annual increase.
Q4 2025 revenue of $375.3 million vs. $202.6 million in Q4 2024; Q4 net income of $93.6 million ($1.16 per share)
Full-year 2025 revenue of $1,030.5 million vs. $719.4 million; net income of $466.3 million vs. $332.0 million
Full-year 2025 operating cash flow of $704.8 million vs. $529.5 million
2026 annual dividend increased to $1.90 per share from $1.80 paid in 2025
Remitly reported fourth-quarter 2025 revenue of $442.2 million, up 26%, and net income of $41.2 million, compared with a net loss of $5.7 million a year earlier. For full-year 2025, net income was $67.9 million, the company's first full year of GAAP profitability, and the company said results exceeded its prior guidance for revenue and Adjusted EBITDA. The company also named Sebastian Gunningham as its new Chief Executive Officer, replacing co-founder Matt Oppenheimer, who will remain Chairman.
Q4 2025 revenue was $442.2 million, up from $351.9 million; net income was $41.2 million versus a net loss of $5.7 million
Full-year 2025 net income was $67.9 million versus a net loss of $37.0 million; Adjusted EBITDA was $272.2 million, up 93%
2026 outlook: total revenue of $1.940 billion to $1.960 billion and Adjusted EBITDA of $340 million to $360 million; GAAP net income expected to be positive
Sebastian Gunningham appointed CEO; Matt Oppenheimer remains Chairman and will advise through a transition period
Booking Holdings reported fourth-quarter 2025 revenue of $6.3 billion, up 16% from a year earlier, and GAAP net income of $1.4 billion, up 34%. For full year 2025, net income fell 8% to $5.4 billion, and the company said it expects 2026 adjusted EBITDA growth faster than revenue growth and mid-teens adjusted EPS growth. It also announced a 25-for-1 forward stock split and a 9.4% increase in its quarterly dividend.
Q4 2025 GAAP EPS was $44.22, up 38%; adjusted EPS was $48.80, up 17%.
Full year 2025 net income was $5.4 billion, down 8%, and GAAP EPS was $165.57, down 4%; full year results included a $457 million impairment.
Quarterly dividend of $10.50 per share is payable March 31, 2026, up from $9.60 in 2025.
Split: holders of record on March 6, 2026 receive 24 additional shares, distributed after the close on April 2, 2026; split-adjusted trading is expected April 6, 2026.
Insulet reported fourth-quarter revenue of $783.8 million, up 31.2%, and GAAP net income of $101.6 million, or $1.44 per diluted share, compared with $1.39 a year earlier. Full-year GAAP net income fell to $247.1 million from $418.3 million, largely due to a $123.9 million loss on extinguishment of debt and prior-year tax benefits, while full-year adjusted EPS rose 53.4% to $4.97. The board also raised the share repurchase authorization by $350 million to a total of $475 million, extended through December 31, 2027, and the company guided 2026 total constant currency revenue growth to 20% to 22%.
Q4 2025 revenue of $783.8 million, up 31.2%; Omnipod revenue of $781.8 million, up 33.5%
Full-year 2025 revenue of $2.7 billion, up 30.7%; GAAP diluted EPS of $3.48 vs. $5.78 in 2024
Board approved a $350 million repurchase increase on February 13, 2026; $415 million remained available as of February 16, 2026, with about $300 million planned for Q1 2026
2026 guidance: total constant currency revenue growth of 20% to 22% and adjusted EPS growth above 25%
Analog Devices reported fiscal first-quarter 2026 revenue of $3.16 billion, up 30% from a year earlier, and diluted earnings per share of $1.69 versus $0.78. It forecast second-quarter revenue of $3.5 billion, plus or minus $100 million, and raised its quarterly dividend 11% to $1.10 per share, payable March 17, 2026.
Q1 diluted EPS was $1.69 versus $0.78 a year earlier; adjusted diluted EPS was $2.46 versus $1.63.
Q2 fiscal 2026 outlook: revenue of $3.5 billion (+/- $100 million), reported EPS of $2.19 and adjusted EPS of $2.88 (each +/- $0.15).
Quarterly dividend raised to $1.10 from $0.99 per share, payable March 17, 2026 to holders of record on March 3, 2026.
Garmin reported record fourth-quarter and full-year 2025 revenue and profit, with fourth-quarter revenue up 17% to $2.12 billion and pro forma EPS up 16% to $2.79. It guided 2026 revenue to $7.9 billion and pro forma EPS to $9.35, and announced a new $500 million share repurchase program and a proposed $4.20 per share annual dividend, which requires shareholder approval.
Q4 2025 revenue of $2.12 billion, up 17%; GAAP EPS of $2.73, up 21%; pro forma EPS of $2.79, up 16%
Fiscal 2025 revenue of $7.25 billion, up 15%; pro forma EPS of $8.56, up 16%
2026 guidance: revenue of $7.9 billion, up 9%; pro forma EPS of $9.35
New $500 million share repurchase program through December 30, 2028; proposed $4.20 annual dividend for the June 5, 2026 annual meeting
Hecla reported fourth quarter and full year 2025 results, with 2025 sales up 53% to $1.4 billion and net income applicable to common stockholders of $321 million, compared with $35 million in 2024. The company also lowered its 2026 Casa Berardi guidance to reflect the pending sale of that mine to Orezone Gold for up to $593 million, expected to close in the first quarter of 2026.
2025 sales were $1.4 billion, up from $929.9 million in 2024; net income was $321 million, or $0.49 per share.
Fourth quarter 2025 net income was $134.3 million on sales of $448.1 million, versus $1.6 million in the fourth quarter of 2024.
Casa Berardi sale to Orezone Gold for total consideration of up to $593 million, subject to purchase price adjustments, expected to close in Q1 2026.
Common dividend of $0.00375 per share (record March 9, 2026; payable March 24, 2026); Series B preferred dividend of $0.875 per share (record March 16, 2026; payable April 1, 2026).
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