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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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NDSNNORDSON CORP Feb 18, 4:31 PM ET

Nordson raises full-year guidance after record Q1 sales of $669 million

Positive guidance Written later 2.027.01

Nordson reported record first quarter fiscal 2026 sales of $669 million, up 9% year over year, and diluted EPS of $2.38, up 44%, which includes a non-cash gain on a minority investment. The company raised its full-year guidance for sales and adjusted earnings, citing a strong start to the year and a 4% increase in backlog.

  • Q1 sales $669 million vs. $615 million a year earlier; organic growth 6.5%
  • Q1 adjusted diluted EPS $2.37, a first quarter record, up 15% from $2.06; GAAP diluted EPS $2.38 vs. $1.65
  • Full-year fiscal 2026 sales guidance raised to $2,860 million to $2,980 million; adjusted EPS guidance raised to $11.00 to $11.60
  • Q2 fiscal 2026 sales outlook of $710 million to $740 million and adjusted EPS of $2.70 to $2.90; management webcast February 19, 2026 at 8:30 a.m. ET
Read the filing on SEC.gov ↗

PMI sets 2026-28 targets: 9-11% adjusted EPS CAGR, 6-8% net revenue growth

Positive guidance Written later 7.01

At the Consumer Analyst Group of New York conference on February 18, 2026, PMI furnished presentation slides that restate its 2026-28 growth targets: 6-8% organic net revenue CAGR, 8-10% organic operating income CAGR, and 9-11% currency-neutral adjusted diluted EPS CAGR. The slides also show 2025 smoke-free net revenues of about $17 billion and project 2026 adjusted diluted EPS of $8.38 to $8.53, which gives shareholders a multi-year benchmark for the company's performance.

  • 2026-28 targets: 6-8% organic net revenue CAGR, 8-10% organic operating income CAGR, 9-11% currency-neutral adjusted diluted EPS CAGR
  • 2026 adjusted diluted EPS estimate of $8.38 to $8.53, compared with $7.54 in 2025 per the slides
  • Expected 2026-28 operating cash flow of about $45 billion and average annual capital expenditures of $1.3 to $1.5 billion
  • 2025 net revenues of $40.6 billion, up 7.3% from 2024, with smoke-free net revenues of about $17 billion
Read the filing on SEC.gov ↗

Philip Morris International reaffirms 2026 EPS forecast of $7.87 to $8.02

Neutral guidance Written later 7.01

Philip Morris International reaffirmed its 2026 full-year reported diluted EPS forecast of $7.87 to $8.02 while presenting at the Consumer Analyst Group of New York Conference. The forecast is unchanged from the February 6, 2026 earnings release, so shareholders see no change to guidance in this filing.

  • Reported diluted EPS forecast of $7.87 to $8.02 for 2026 was reaffirmed, with assumptions unchanged from the February 6, 2026 earnings release.
  • Adjusted diluted EPS forecast of $8.38 to $8.53 represents growth of 11.1% to 13.1% versus $7.54 in 2025.
  • Excluding a favorable currency impact of $0.27 per share, adjusted growth is projected at 7.5% to 9.5%.
  • CEO Jacek Olczak and CFO Emmanuel Babeau were scheduled to present at about 10:00 a.m. ET on February 18, 2026.
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.