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).
PepsiCo reported fourth-quarter 2025 net revenue of $29.3 billion, up from $27.8 billion a year earlier, and EPS of $1.85 versus $1.11. For the full year, net revenue rose 2.3% to $93.9 billion, but EPS fell to $6.00 from $6.95, mainly due to impairment charges of $1.99 billion, primarily related to the Rockstar brand. The company affirmed its 2026 guidance and raised its annualized dividend 4% to $5.92 per share, while announcing a new buyback of up to $10 billion through February 28, 2030.
Q4 2025 net revenue $29,343 million vs. $27,784 million; EPS $1.85 vs. $1.11 (up 68%)
Full-year 2025 net revenue $93,925 million vs. $91,854 million (up 2.3%); EPS $6.00 vs. $6.95 (down 14%)
Full-year 2025 impairment of intangible assets $1,993 million, primarily related to the Rockstar brand
2026 guidance affirmed: organic revenue growth 2% to 4%, core constant currency EPS growth 4% to 6%; dividend to $5.92 from $5.69 per share, payable June 2026
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
Healthpeak reported fourth-quarter 2025 diluted net income of $0.16 per share, up from $0.01 a year earlier, while full-year 2025 net income fell to $0.10 per share from $0.36 in 2024. It set 2026 guidance of $0.34 to $0.38 per share for diluted earnings and $1.70 to $1.74 per share for Nareit FFO, which is below the $1.81 it reported for 2025. The company also plans an initial public offering of Janus Living, a senior housing REIT, expected in the first half of 2026.
Q4 2025: net income $0.16 per share vs. $0.01 a year earlier; Nareit FFO $0.47 vs. $0.44; AFFO $0.40 vs. $0.44
Full-year 2025: net income $0.10 per share vs. $0.36 in 2024; Nareit FFO $1.81 vs. $1.61
2026 guidance: diluted EPS $0.34 to $0.38; Nareit FFO $1.70 to $1.74 per share
Board declared $0.305 per share in dividends for Q1 2026; Janus Living IPO expected in the first half of 2026
DaVita reported fourth-quarter 2025 revenue of $3.620 billion, up from $3.295 billion a year earlier, while GAAP diluted EPS from continuing operations fell to $2.94 from $3.09 and operating income was $561 million versus $565 million. The company also issued 2026 guidance of $13.60 to $15.00 adjusted diluted EPS, $2.085 billion to $2.235 billion adjusted operating income, and $1.000 billion to $1.250 billion free cash flow, compared with 2025 adjusted diluted EPS of $10.78.
Q4 2025 consolidated revenue was $3.620 billion versus $3.295 billion in Q4 2024; operating income was $561 million versus $565 million.
Q4 2025 diluted EPS from continuing operations was $2.94 (Q4 2024: $3.09); adjusted diluted EPS was $3.40 (Q3 2025: $2.51).
2026 guidance: adjusted operating income of $2,085 million to $2,235 million and adjusted diluted EPS of $13.60 to $15.00.
Repurchased 2.7 million shares for $331 million in Q4 2025, and 1.7 million shares for $200 million from January 1 through February 2, 2026.
MGIC Investment Corporation reported fourth-quarter 2025 net income of $169.3 million, or $0.75 per diluted share, compared with $184.7 million, or $0.72 per diluted share, a year earlier. Net income for the full year 2025 was $738.3 million, or $3.14 per diluted share, versus $763.0 million, or $2.89 per diluted share, in 2024, while quarterly losses incurred rose to $31.2 million from $8.7 million.
Q4 2025 net income $169.3 million vs. $184.7 million in Q4 2024; diluted EPS $0.75 vs. $0.72
Q4 2025 net premiums earned $236.0 million vs. $241.3 million a year earlier; total revenues $298.7 million vs. $301.4 million
Q4 2025 losses incurred, net $31.2 million vs. $8.7 million in Q4 2024; loss ratio 13.2% vs. 3.6%
January 2026: repurchased 2.7 million shares for $73.2 million and declared a $0.15 per share dividend payable March 6, 2026
Gibraltar closed its all-cash acquisition of OmniMax International, valued at $1.335 billion and subject to customary adjustments, on February 2, 2026. The deal was funded with new credit facilities, including $1.3 billion in term loans and a $500 million revolver, and the company's prior credit facility was terminated and repaid, so shareholders will see substantially higher debt alongside the company's stated synergy and deleveraging targets.
Acquisition closed February 2, 2026 at a value of $1.335 billion, all cash, subject to customary post-closing adjustments
New Credit Agreement with Bank of America, N.A. as administrative agent includes $500.0 million revolver, $650.0 million Term Loan A and $650.0 million Term Loan B
Management targets $27 million of cost synergies, with $35 million by the end of year three, and deleveraging to 2.0-2.5x within 24 months
Credit agreement sets maximum total net leverage of 5.25:1.00, stepping down to 4.25:1.00, and minimum interest coverage of 3.00:1.00
Tyson Foods reported first-quarter fiscal 2026 results ended December 27, 2025, with sales up 5.1% to $14.3 billion. Profit fell sharply, with GAAP operating income down 48% to $302 million and GAAP EPS down 76% to $0.24, while adjusted EPS fell 15% to $0.97. The company also gave fiscal 2026 guidance for total adjusted operating income of $2.1 billion to $2.3 billion and sales growth of 2% to 4%.
Sales of $14,313 million, up 5.1%; excluding a $150 million increase in legal contingency accruals recorded as a reduction to sales, sales rose 6.2%
GAAP operating income of $302 million, down 48%; adjusted operating income of $572 million, down 13%
Adjusted EPS of $0.97, down 15% from $1.14; beef segment adjusted operating loss of $143 million
Fiscal 2026 outlook: total adjusted operating income of $2.1 billion to $2.3 billion, free cash flow of $1.1 billion to $1.7 billion
Aptiv reported fourth-quarter and full-year 2025 results on February 2, 2026. Revenue rose, but U.S. GAAP net income fell sharply, and full-year GAAP results include a $648 million non-cash goodwill impairment, while adjusted earnings per share rose. The company also issued 2026 guidance ahead of its planned spin-off of the Electrical Distribution Systems business as Versigent.
Q4 2025 revenue was $5.2 billion, up 5%; U.S. GAAP net income was $138 million, versus $268 million a year earlier.
Q4 diluted EPS was $0.64 on a U.S. GAAP basis versus $1.14 a year earlier; adjusted EPS was $1.86 versus $1.75.
Full-year 2025 U.S. GAAP net income was $165 million, including a $648 million goodwill impairment; adjusted EPS was $7.82 versus $6.26.
2026 guidance calls for net sales of $21.12 billion to $21.82 billion and adjusted EPS of $8.15 to $8.75.
Disney reported fiscal first-quarter revenue of $26.0 billion, up 5% from a year earlier, while diluted EPS fell 4% to $1.34 and adjusted EPS fell 7% to $1.63. Total segment operating income dropped 9% to $4.6 billion, and the company cited a $110 million impact from the temporary suspension of YouTube TV carriage. Disney expects double-digit adjusted EPS growth for fiscal 2026 and is on track to repurchase $7 billion of stock.
Revenue rose 5% to $26.0 billion; Experiences reported record quarterly revenue of $10.0 billion
Adjusted EPS fell to $1.63 from $1.76; total segment operating income fell 9% to $4.6 billion
Fiscal 2026 outlook: double-digit adjusted EPS growth, $19 billion in cash from operations, and $7 billion in planned stock repurchases
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.