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).
Globe Life reported fourth quarter 2025 net operating income of $3.39 per diluted share, up from $3.14 a year earlier, and net income of $3.29 per share, up from $3.01. The company also raised its 2026 net operating income guidance to $14.95 to $15.65 per diluted share, which matters to shareholders because it signals higher expected profit for the coming year.
Q4 2025 net operating income was $3.39 per diluted share versus $3.14 a year earlier, up 8%.
Full-year 2025 net operating income was $14.52 per diluted share versus $12.37 in 2024, above the midpoint of prior guidance.
2026 net operating income guidance is $14.95 to $15.65 per diluted share, an increase from previous guidance.
Life net sales rose 11% in the quarter, and health net sales rose 71%.
ePlus reported third-quarter fiscal 2026 results for the three months ended December 31, 2025, with net sales up 24.6% to $614.8 million and net earnings from continuing operations up 129.3% to $33.4 million. The company raised its fiscal 2026 guidance for net sales, gross profit and Adjusted EBITDA and declared a $0.25 quarterly dividend per share.
Q3 net earnings from continuing operations were $33.4 million, or $1.27 per diluted share, versus $0.55 a year earlier.
Nine-month net sales rose 22.2% to $1,860.9 million, and net earnings from continuing operations rose 68.5% to $98.7 million.
Fiscal 2026 net sales growth is now expected at 20% to 22%, up from the prior guidance of mid-teens; Adjusted EBITDA growth is now expected at 41% to 43%.
Quarterly dividend of $0.25 per share is payable March 18, 2026, to holders of record on February 24, 2026.
McKesson reported fiscal third-quarter results for the period ended December 31, 2025, with revenue up 11% to $106.2 billion and adjusted earnings per diluted share up 16% to $9.34. The company raised and narrowed its fiscal 2026 adjusted EPS guidance to $38.80 to $39.20 from $38.35 to $38.85, which signals higher expected profit for shareholders this year.
Third-quarter revenue was $106.2 billion, up 11%, led by North American Pharmaceutical and Oncology & Multispecialty growth.
GAAP diluted EPS was $9.59, up from $6.95, and includes a pre-tax credit related to the Rite Aid bankruptcy.
Fiscal 2026 adjusted EPS guidance was raised to $38.80 to $39.20, indicating 17% to 19% growth over the prior year.
For the first nine months, McKesson returned $2.4 billion to shareholders, including $2.1 billion of share repurchases.
Kennametal reported fiscal 2026 second-quarter sales of $530 million, up 10 percent, and GAAP diluted EPS of $0.44 versus $0.23 a year earlier. The company raised its annual sales and adjusted EPS outlook, with annual adjusted EPS now expected at $2.05 to $2.45, though year-to-date operating cash flow and free operating cash flow declined.
Q2 sales $530 million vs $482 million prior year; operating income $53 million vs $32 million
Diluted EPS $0.44 vs $0.23; adjusted EPS $0.47 vs $0.25 prior year
Annual outlook: sales $2.190 to $2.250 billion; adjusted EPS $2.05 to $2.45
Six-month operating cash flow $73 million vs $101 million; free operating cash flow $38 million vs $57 million
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.