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8-K filings in February 2026, explained

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).

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ASHASHLAND INC. Feb 2, 5:11 PM ET

Ashland Q1 sales fall 5% to $386 million; EBITDA guidance narrowed to $400-$420 million

Mixed guidance Written later 2.027.01

Ashland reported first-quarter fiscal 2026 sales of $386 million, down 5% from $405 million a year earlier, and Adjusted EBITDA of $58 million, down 5%. The company narrowed its full-year Adjusted EBITDA guidance to $400 million to $420 million from $400 million to $430 million, citing about $11 million of temporary impacts from the Calvert City startup delay and weather disruptions, isolated to the second quarter.

  • Sales $386 million, down 5% from $405 million; Adjusted EBITDA $58 million, down 5% from $61 million
  • Net loss of $12 million, or $(0.26) per diluted share, versus a $165 million loss a year earlier that included the Avoca impairment
  • Fiscal 2026 Adjusted EBITDA guidance narrowed to $400 million to $420 million from $400 million to $430 million
  • Calvert City startup delay and recent weather disruptions cited for approximately $11 million of temporary impacts in the second quarter
Read the filing on SEC.gov ↗
NJRNEW JERSEY RESOURCES CORP Feb 2, 4:31 PM ET

New Jersey Resources raises fiscal 2026 earnings guidance by $0.25 a share; Q1 profit falls

Mixed guidance Written later 2.027.01

New Jersey Resources reported first-quarter fiscal 2026 net income of $122.5 million ($1.22 per share), down from $131.3 million a year earlier, as the prior-year period included a gain on the sale of Clean Energy Ventures' residential solar assets. The company raised its fiscal 2026 net financial earnings per share guidance to $3.28 to $3.43 from $3.03 to $3.18, a $0.25 increase, citing Energy Services performance in January 2026.

  • Q1 net income $122.5 million ($1.22 per share) vs. $131.3 million ($1.32) a year earlier; net financial earnings $118.2 million ($1.17 per share) vs. $128.9 million ($1.29)
  • Fiscal 2026 NFEPS guidance raised to $3.28 to $3.43 from $3.03 to $3.18; long-term 7% to 9% NFEPS growth target maintained
  • Total operating revenues rose to $604.9 million from $488.4 million; Energy Services NFE increased to $16.3 million from $7.8 million
  • Clean Energy Ventures NFE fell to $9.6 million from $48.1 million, mainly due to the November 2024 one-time gain on sale
Read the filing on SEC.gov ↗
PLTRPalantir Technologies Inc. Feb 2, 4:06 PM ET

Palantir Q4 revenue up 70% to $1.407 billion; 2026 revenue outlook $7.182-$7.198 billion

Positive guidance Written later 2.027.01

Palantir reported fourth-quarter 2025 revenue of $1.407 billion, up 70% from a year earlier, and diluted GAAP EPS of $0.24, compared with $0.03 in the prior-year quarter. The company also guided full-year 2026 revenue to $7.182-$7.198 billion, which shows the revenue growth it expects to continue into the new year.

  • Q4 2025 revenue of $1.407 billion, up 70% year over year; U.S. commercial revenue up 137% to $507 million
  • Q4 2025 GAAP net income of $609 million and diluted GAAP EPS of $0.24, versus $0.03 a year earlier
  • FY 2026 outlook: revenue of $7.182-$7.198 billion and adjusted free cash flow of $3.925-$4.125 billion
  • Q1 2026 outlook: revenue of $1.532-$1.536 billion
Read the filing on SEC.gov ↗
WWDWoodward, Inc. Feb 2, 4:00 PM ET

Woodward raises FY26 guidance after first-quarter sales rise 29% to $996 million

Positive guidance Written later 2.02

Woodward reported first-quarter fiscal 2026 results, with net sales of $996 million (up 29%) and diluted EPS of $2.17 (up 53%). The company raised its full-year fiscal 2026 sales growth and EPS guidance, which it says reflects first-quarter outperformance and a strong demand environment.

  • Net sales $996 million, up 29%; net earnings $134 million, up 54%; EPS $2.17 versus $1.42
  • Revised FY26 sales growth guidance of up 14% to 18%, up from 7% to 12%
  • Revised FY26 EPS guidance of $8.20 to $8.60, up from $7.50 to $8.00
  • Free cash flow of $70 million for the quarter; FY26 free cash flow guidance of $300 million to $350 million unchanged
Read the filing on SEC.gov ↗

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.