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).
Inspire Medical Systems reported fourth-quarter 2025 revenue up 12% to $269.1 million and full-year revenue up 14% to $912.0 million. The company revised its 2026 revenue outlook to $950 million to $1.0 billion after a clarified billing code change for its Inspire V procedure, and it plans a shareholder vote in 2026 to declassify its board.
Q4 2025 revenue rose 12% to $269.1 million; full-year 2025 revenue rose 14% to $912.0 million.
Q4 2025 GAAP net income was $136.1 million, or $4.66 per diluted share, including an $85.8 million income tax benefit; adjusted EPS was $1.65.
2026 revenue outlook is $950 million to $1.0 billion, or 4% to 10% growth; GAAP EPS outlook is $1.23 to $1.81.
The company said the Inspire V procedure will transition to CPT code 64582 with a -52 modifier; the 2026 annual meeting will consider declassifying the board.
Essential Properties Realty Trust reported fourth quarter 2025 results on February 11, 2026, with net income per diluted share of $0.34, up 13%, and AFFO per diluted share of $0.49, up 9%. The company raised its 2026 AFFO per share guidance to a range of $1.99 to $2.04, which matters to shareholders because it is the company's forward estimate of its core cash earnings per share.
Q4 2025 net income per diluted share was $0.34, up 13%; FFO per diluted share was $0.54, up 15%.
Full-year 2025 AFFO per diluted share was $1.89, up 9%, and net income per diluted share was $1.28, up 11%.
2026 AFFO per share guidance was raised to $1.99 to $2.04, with investment volume estimated at $1.0 billion to $1.4 billion.
Q4 2025 investments totaled $295.8 million at a 7.7% weighted average cash cap rate; the Q4 dividend was $0.31 per share, paid January 14, 2026.
On February 11, 2026, T-Mobile updated the multi-year plan it first shared at its September 2024 Capital Markets Day, raising its 2027 service revenue and Core Adjusted EBITDA targets. It also set a new target of 18–19 million total broadband customers by 2030 and said it expects to roughly double Q1 2026 share repurchases to up to approximately $5.0 billion. The filing shows 2025 net income of $10.992 billion, down from $11.339 billion in 2024.
2027 service revenues are now expected at $80.5–$81.5 billion, up from prior expectations of $75.0–$76.0 billion.
2026 Core Adjusted EBITDA is expected at $37.0–$37.5 billion and 2027 at $40.0–$41.0 billion.
Q1 2026 share repurchases are now expected to be up to approximately $5.0 billion, and the 2026 stockholder return authorization is up to $14.6 billion.
Full-year 2025 net income was $10.992 billion, compared with $11.339 billion in 2024.
SAIC reported preliminary unaudited results for fiscal 2026 and cut its fiscal 2027 revenue guidance to $7.0 billion-$7.2 billion from $7.35 billion-$7.55 billion, now expecting an organic revenue decline of 2% to 4%. The company cited two unfavorable recompete award decisions and procurement delays. FY2026 adjusted EBITDA and adjusted diluted EPS came in above prior expectations, but revenue was modestly below, and FY2027 adjusted EBITDA guidance was lowered.
FY2026 revenue of about $7.26 billion, versus prior guidance of $7.275 billion-$7.325 billion; adjusted EBITDA of about $705 million, versus prior about $695 million
FY2026 adjusted diluted EPS of $10.40-$10.60, versus prior $9.80-$10.00; free cash flow of $570 million-$575 million, versus prior above $550 million
FY2027 adjusted EBITDA guidance of $705 million-$715 million, down from $725 million-$735 million; adjusted EBITDA margin raised to 9.9%-10.1% from 9.7%-9.9%
Full fourth quarter and fiscal 2026 results are scheduled for March 16, 2026, before market open; CFO Prabu Natarajan presents at the TD Cowen conference on February 11, 2026 at 4:20 PM ET
Humana reported a fourth-quarter 2025 GAAP net loss of $6.61 per share, compared with a loss of $5.76 per share a year earlier, and full-year 2025 GAAP EPS of $9.84 versus $9.98 in 2024. The company introduced 2026 guidance of at least $8.89 GAAP EPS and at least $9.00 on an Adjusted basis, which it says reflects a year-over-year decline tied to the Star Ratings headwind for Bonus Year 2026, net of mitigation.
4Q25 GAAP net loss per share was $6.61; Adjusted net loss per share was $3.96
FY 2025 GAAP EPS was $9.84 (FY 2024: $9.98); FY 2025 Adjusted EPS was $17.14 (FY 2024: $16.21)
FY 2026 guidance: GAAP EPS of at least $8.89 and Adjusted EPS of at least $9.00, versus FY 2025 Adjusted EPS of $17.14
Company anticipates FY 2026 individual Medicare Advantage membership growth of approximately 25 percent over 2025
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.