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).
Duolingo reported fourth-quarter 2025 revenue of $282.9 million, up 35% year over year, and full-year 2025 revenue of $1,037.6 million, up 39%. The company also guided to slower 2026 bookings growth of 10% to 12% and an Adjusted EBITDA margin of about 25%, and authorized a share repurchase program of up to $400 million, which management says reflects a deliberate shift toward user growth.
Q4 2025 revenue $282.9 million, up 35%; Q4 net income $42.0 million, versus $13.9 million in Q4 2024
Full-year 2025 net income $414.1 million, including a one-time income-tax benefit of $256.7 million
FY 2026 guidance: bookings $1,274 million to $1,298 million (10% to 12% growth); revenue $1,197 million to $1,221 million; Adjusted EBITDA margin about 25%, versus 29.5% in 2025
Board authorized share repurchases of up to $400 million with no expiration date
Encore Capital Group reported fourth-quarter and full-year 2025 results, with full-year net income of $256.8 million, or $10.91 per diluted share, compared with a net loss of $139.2 million in 2024. The company projects 2026 earnings per share of $12.00, an increase of 10%, and global collections of $2.7 billion, up 5%.
Full-year 2025 revenues were $1.77 billion, up 34% from $1.32 billion in 2024.
Fourth-quarter 2025 net income was $76.7 million, or $3.37 per diluted share, versus a net loss of $225.3 million, or $9.42 per share, in the same quarter of 2024.
The company repurchased about 9% of its shares outstanding in 2025 for $89.5 million.
For 2026, the company expects global portfolio purchases of $1.4 billion to $1.5 billion.
Avista Corp. reported 2025 net income based on GAAP of $193 million, or $2.38 per diluted share, up from $180 million, or $2.29, in 2024, and non-GAAP utility earnings of $207 million, or $2.55 per diluted share, up from $187 million, or $2.38. It initiated 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share, which reflects a $0.12 decrease from a large industrial customer's notice that it will return to procuring power independently sooner than expected. The company also said a late-December Washington order on its exit from Colstrip negatively affected 2025 utility earnings.
Full-year 2025 non-GAAP utility earnings were $207 million, or $2.55 per diluted share, versus $187 million, or $2.38, in 2024.
Full-year 2025 GAAP net income was $193 million, or $2.38 per diluted share, versus $180 million, or $2.29, in 2024.
Fourth-quarter 2025 non-GAAP utility earnings were $72 million, or $0.88 per diluted share, versus $0.89 in the fourth quarter of 2024.
2026 non-GAAP utility earnings guidance is $2.52 to $2.72 per diluted share, reflecting a $0.12 decrease from a large industrial customer's departure.
Sun Communities reported fourth-quarter 2025 net income attributable to common shareholders of $121.9 million, or $0.99 per diluted share, compared with a loss of $224.4 million a year earlier. Core FFO per share was $1.40 in the quarter, down slightly from $1.41, and $6.68 for the full year, down from $6.81, but the company guided 2026 Core FFO to $6.83 to $7.03 per share and raised its quarterly distribution to $1.12 from $1.04.
Q4 2025 net income attributable to common shareholders was $121.9 million, or $0.99 per diluted share, versus a $224.4 million loss, or $1.77 per share, in Q4 2024.
Core FFO per share was $1.40 for Q4 2025 and $6.68 for full-year 2025, compared with $1.41 and $6.81 in the prior-year periods.
2026 guidance projects Core FFO per share of $6.83 to $7.03 for the full year and $1.24 to $1.32 for the first quarter.
The Board approved a quarterly distribution of $1.12 per share, up $0.08 or about 8%, with the first payment expected in April 2026.
Gulfport Energy reported fourth quarter and full year 2025 results and issued 2026 operational and financial guidance on February 24, 2026. Fourth quarter net income was $132.4 million, compared with a net loss of $273.2 million a year earlier, and the company plans to repurchase more than $140 million of its common stock in the first quarter of 2026.
Q4 2025 total revenues were $398.2 million, up from $239.9 million in Q4 2024.
Full year 2025 net income was $427.8 million, compared with a net loss of $261.4 million in 2024.
2026 guidance calls for net daily production of 1.030 to 1.055 Bcfe per day and total capital expenditures of $400 million to $430 million.
The company plans to repurchase more than $140 million of common stock during the first quarter of 2026.
SPX Technologies reported fourth-quarter and full-year 2025 results that grew across revenue, GAAP EPS and adjusted EPS, and issued 2026 guidance calling for higher revenue, adjusted EBITDA and adjusted EPS than in 2025. For shareholders, the filing shows higher earnings in 2025 and a 2026 outlook that projects further growth, with the company citing demand, acquisitions and production capacity.
Q4 2025 revenue was $637.3 million, up 19.4%, and GAAP EPS was $1.54, up 29.4%.
Full-year 2025 revenue was $2,265.1 million, up 14.2%, and adjusted EPS was $6.76, up 21.1%.
2026 guidance: revenue of $2.535 to $2.605 billion, adjusted EBITDA of $590 to $620 million, and adjusted EPS of $7.60 to $8.00, compared with 2025 levels of $2.265 billion, $507 million and $6.76.
Realty Income reported fourth-quarter 2025 net income available to common stockholders of $296.1 million, or $0.32 per share, up from $199.6 million, or $0.23 per share, a year earlier, on total revenue of $1,487.9 million versus $1,340.3 million. The company also introduced 2026 AFFO per share guidance of $4.38 to $4.42, compared with full-year 2025 AFFO of $4.28 per share.
Q4 2025 net income per share was $0.32, compared with $0.23 in Q4 2024; AFFO per share was $1.08, compared with $1.05
Full-year 2025 AFFO per share was $4.28, compared with $4.19 in 2024
2026 guidance: net income per share of $1.65 to $1.69 and AFFO per share of $4.38 to $4.42; initial investment volume of approximately $8.0 billion
Occupancy was 98.9% at December 31, 2025, compared with 98.7% at September 30, 2025
DigitalOcean reported fourth-quarter and fiscal 2025 results on February 24, 2026, with Q4 revenue of $242 million, up 18% year-over-year. The company raised its 2026 growth outlook to 21% and now expects full-year 2026 revenue of $1.075 to $1.105 billion, which matters to shareholders because it signals faster expected growth than the company previously forecast. Fiscal 2025 net income of $259 million includes one-time benefits, and fourth-quarter operating cash flow fell to $57 million from $71 million a year earlier.
Q4 2025 revenue was $242 million, up 18% year-over-year, and net income attributable to common stockholders was $26 million, up 40%.
Full-year 2026 revenue outlook is $1.075 to $1.105 billion, with 21% growth expected; the company says it raised its outlook again after raising it last quarter.
Fiscal 2025 diluted EPS of $2.52 includes $0.66 from a one-time VA release and $0.30 from a one-time gain on partial extinguishment of 2026 Convertible Notes.
Q1 2026 revenue guidance is $249 to $250 million, and Q4 2025 operating cash flow was $57 million versus $71 million in Q4 2024.
Armstrong World Industries reported record fourth-quarter and full-year 2025 results, with full-year net sales of $1.6 billion, up 12%, and diluted net earnings per share of $7.08, up 17.6%. The company issued 2026 guidance calling for net sales of $1,745 million to $1,785 million and adjusted diluted EPS of $8.05 to $8.35.
Q4 2025 net sales were $388 million, up 5.6%; diluted EPS was $1.51, up 6.3%
Full-year 2025 net sales were $1,620.8 million, up 12.1%; operating income rose 15.1% to $430.9 million
2026 guidance: adjusted diluted EPS of $8.05 to $8.35, up 9% to 13%, and adjusted free cash flow of $375 million to $395 million
Company repurchased $129 million of stock in 2025 and had $533 million remaining under its authorization as of December 31, 2025
Ziff Davis reported preliminary unaudited fourth-quarter 2025 revenue of $406.7 million, down from $412.8 million a year earlier, and net income of $0.4 million versus $64.1 million, including a $58.0 million pre-tax loss on a business sale. Full-year revenue rose 3.5% to $1.45 billion, but the company deferred its fiscal 2026 guidance while it evaluates possible sales of entire divisions, which leaves shareholders without a forecast for next year.
Q4 2025 revenue was $406.7 million, down from $412.8 million in Q4 2024; diluted EPS was $0.01 versus $1.43.
Full-year 2025 revenue rose 3.5% to $1.45 billion; GAAP diluted EPS fell to $1.15 from $1.42, while adjusted diluted EPS rose 0.2% to $6.63.
Fiscal 2026 guidance is deferred while outside advisers evaluate value-creating opportunities, including the potential sale of entire divisions.
The company repurchased $173.8 million of its stock in 2025 and reported free cash flow of $287.9 million; the earnings call is set for February 24, 2026 at 8:30 a.m. ET.
Brady Corporation reported fiscal 2026 second-quarter sales of $384.1 million, up 7.7% from $356.7 million a year earlier, and diluted EPS of $1.01 versus $0.83. It also raised the low end of its full-year fiscal 2026 EPS guidance, which matters to shareholders because the company now expects a narrower range on both GAAP and adjusted diluted EPS.
Q2 sales rose 7.7% to $384.1 million, with organic growth of 1.6%, acquisitions adding 2.3%, and currency adding 3.8%.
Adjusted diluted EPS rose 9.0% to $1.09 from $1.00; GAAP diluted EPS was $1.01 versus $0.83.
Adjusted diluted EPS guidance for the year ending July 31, 2026 is now $4.95 to $5.15, up from $4.90 to $5.15; GAAP guidance is now $4.62 to $4.82, up from $4.57 to $4.82.
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
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
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.
Otter Tail reported full-year 2025 diluted earnings per share of $6.55, down from $7.17 in 2024, on revenue of $1.3 billion, down from $1.33 billion. The company also initiated 2026 diluted EPS guidance of $5.22 to $5.62, below the 2025 result, with Plastics segment earnings expected to decline 36%.
2025 net income was $275.9 million, compared with $301.7 million in 2024.
Fourth-quarter 2025 diluted EPS was $1.23, compared with $1.30 a year earlier.
2026 guidance: Electric $2.61 to $2.69 per share, Manufacturing $0.26 to $0.32, Plastics $2.49 to $2.71 per share.
Manufacturing segment sales volumes fell 6% in 2025; Plastics average sales prices fell 15%.
Diodes reported fourth-quarter 2025 revenue of $391.6 million, up 15.4% from a year earlier and flat from the prior quarter, with GAAP net income of $10.2 million, or $0.22 per diluted share, compared with $0.18 a year earlier. The company guided first-quarter 2026 revenue to about $395 million, plus or minus 3%, and set three-year interim targets of $2 billion in annual revenue and over $4 in non-GAAP EPS, which matters to shareholders because it gives a new benchmark for future performance.
Q4 2025 revenue $391.6 million, up 15.4% year over year; full-year 2025 revenue about $1.5 billion, up 13%
Q4 2025 GAAP net income $10.2 million, or $0.22 per diluted share, versus $0.18 a year earlier; Q4 GAAP gross margin 31.1% versus 32.7% a year earlier
Q1 2026 revenue guidance of about $395 million, plus or minus 3%; midpoint is a 19% increase year over year
Three-year interim targets: about $2 billion revenue, about $700 million gross profit, 35%-plus gross margin, and over $4 non-GAAP EPS, which the CEO said is expected by calendar 2028
PHINIA reported fourth-quarter 2025 net sales of $889 million, up 6.7% from a year earlier, and net earnings of $45 million, up from $5 million. For full year 2025, net earnings were $130 million, up from $79 million, and diluted EPS was $3.24 versus $1.76. The company also guided 2026 net sales of $3.52 billion to $3.72 billion and adjusted EBITDA of $485 million to $525 million, compared with $478 million in 2025.
Q4 2025 net sales of $889 million, up 6.7%; Q4 diluted EPS of $1.15 versus $0.12 a year earlier
Full-year 2025 net earnings of $130 million and diluted EPS of $3.24, versus $79 million and $1.76 in 2024
2026 guidance: net sales of $3.52 billion to $3.72 billion; net earnings of $165 million to $195 million; adjusted free cash flow of $200 million to $240 million
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
Cboe Global Markets reported record fourth-quarter 2025 net revenue of $671.1 million, up 28 percent, and diluted EPS of $2.97, up 60 percent from the prior-year quarter. The company also set 2026 guidance for mid single-digit organic total net revenue growth and adjusted operating expenses of $864 million to $879 million, which matters to shareholders as a baseline for the year ahead.
Q4 2025 net revenue $671.1 million, up 28 percent; adjusted diluted EPS $3.06, up 46 percent
Full-year 2025 diluted EPS $10.42, up 45 percent; full-year net revenue $2.4 billion, up 17 percent
2026 guidance: organic total net revenue growth 'mid single-digit'; adjusted operating expenses $864 million to $879 million
No share repurchases in Q4 2025; $614.5 million of buyback authorization remained at December 31, 2025
Mettler-Toledo reported fourth-quarter 2025 reported sales of $1.130 billion, up 8%, and adjusted EPS of $13.36, up 8%. For 2026 it forecasts adjusted EPS of $46.05 to $46.70, up from its prior range of $45.35 to $46.00, while keeping local currency sales growth guidance at about 4%. The company's full-year 2025 adjusted operating profit of $1.193 billion was slightly below the prior year's $1.200 billion.
Q4 2025 reported sales rose 8% to $1.130 billion; local currency sales rose 5%, including a 1% benefit from acquisitions.
Q4 2025 diluted EPS was $13.98 versus $11.96, including a non-cash discrete tax benefit of $0.95 per share; adjusted EPS was $13.36 versus $12.41.
Full-year 2025 reported sales rose 4% to $4.026 billion and adjusted EPS rose 4% to $42.73, while adjusted operating profit fell 1% to $1.193 billion.
2026 adjusted EPS guidance is $46.05 to $46.70 versus the prior $45.35 to $46.00; first-quarter 2026 adjusted EPS is forecast at $8.60 to $8.75.
Gen Digital reported third-quarter fiscal 2026 results for the quarter ended January 2, 2026, with revenue of $1,240 million, up 26% from a year earlier, and GAAP diluted EPS of $0.31, up from $0.26. The company raised its non-GAAP fiscal 2026 revenue and EPS guidance and declared a regular quarterly dividend of $0.125 per share.
Q3 revenue of $1,240 million, up 26%; GAAP operating income of $433 million, up 16%; GAAP diluted EPS of $0.31, up 22%
Non-GAAP FY26 revenue guidance raised to $4.955 billion to $4.975 billion from $4.920 billion to $4.970 billion; non-GAAP EPS guidance raised to $2.54 to $2.56 from $2.51 to $2.56
Non-GAAP Q4 FY26 guidance: revenue of $1.24 billion to $1.26 billion and EPS of $0.64 to $0.66
Quarterly dividend of $0.125 per share, payable March 11, 2026, to holders of record on February 16, 2026
ScanSource reported second-quarter fiscal 2026 net sales of $766.5 million, up 2.5% year over year, and GAAP diluted EPS of $0.75, up from $0.70, while non-GAAP diluted EPS fell to $0.80 from $0.85. The company replaced its prior fiscal 2026 outlook with lower net sales of $3.0 billion to $3.1 billion and lower adjusted EBITDA of $140 million to $150 million, so shareholders face a weaker full-year forecast despite higher quarterly sales.
Q2 net sales were $766.5 million, up 2.5%; adjusted EBITDA was $31.2 million, down 11.6%.
GAAP diluted EPS was $0.75 versus $0.70; non-GAAP diluted EPS was $0.80 versus $0.85.
FY26 net sales outlook cut to $3.0 billion to $3.1 billion from $3.1 billion to $3.3 billion.
FY26 adjusted EBITDA outlook cut to $140 million to $150 million from $150 million to $160 million; free cash flow outlook unchanged at at least $80 million.
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
Broadridge reported second quarter fiscal 2026 results for the three months ended December 31, 2025, with total revenues up 8% to $1,714 million and Recurring revenues up 9% to $1,070 million. The company raised its fiscal 2026 Adjusted EPS growth guidance to 9-12% from 8-12%, while reaffirming its other outlook measures. Reported diluted EPS more than doubled to $2.42, but that figure was helped by digital asset gains, while Adjusted EPS rose only 2% to $1.59.
Total revenues rose 8% to $1,714 million; Operating income fell 2% to $206 million, with margin at 12.0% versus 13.3%.
Adjusted EPS rose 2% to $1.59 and diluted EPS rose 102% to $2.42, which included an unrealized gain on digital assets of $137 million.
FY’26 Adjusted EPS growth guidance was raised to 9-12% from 8-12%; Recurring revenue growth, Adjusted Operating income margin of 20-21%, and Closed sales of $290-$330 million were unchanged.
Broadridge completed the acquisition of Acolin Group Holdco Limited on January 5, 2026, for approximately $70 million plus contingent consideration.
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
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
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
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
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