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).
CorVel Corporation reported results for the three and nine months ended December 31, 2025, in a press release furnished as Exhibit 99.1 to a Form 8-K dated February 3, 2026. Both nine-month revenue and diluted earnings per share rose, and third-quarter revenue and diluted EPS also increased year over year, which indicates improved results for shareholders.
Nine-month revenue was $710 million, up 7% from $664 million a year earlier.
Nine-month diluted EPS was $1.53, up 16% from $1.32.
Third-quarter revenue was $236 million, up 3%, and diluted EPS was $0.47, up from $0.46.
The company ended the quarter with $230 million in cash and no borrowings and repurchased $13.4 million of common stock during the quarter.
On February 2, 2026, subsidiary Amneal Pharmaceuticals LLC amended its term loan credit agreement with JPMorgan Chase Bank, N.A. as administrative agent. Existing loans were converted into new term loans of $1,960,076,527.50, and a new term loan of $134,673,472.50 was added, with proceeds used to prepay the remaining existing loans. The company estimates annualized cash interest savings of approximately $11 million, and the August 1, 2032 maturity is unchanged.
Interest margin reduced by 50 basis points to 2.00% (base rate loans) and 3.00% (SOFR-based loans)
Converted term loans totaling $1,960,076,527.50 and a new term loan of $134,673,472.50
Estimated annualized cash interest savings of approximately $11 million; maturity remains August 1, 2032
Amendment allows a repricing transaction without a prepayment premium after August 2, 2026
Greif reported fiscal first quarter 2026 results for the three months ended December 31, 2025. Adjusted EBITDA rose 24.0% to $122.5 million, and adjusted net income rose 146.3% to $26.6 million, while net sales fell to $994.8 million from $1,016.7 million. The company reaffirmed its low-end fiscal 2026 guidance of $630 million Adjusted EBITDA and $315 million Adjusted free cash flow.
Adjusted EBITDA rose to $122.5 million from $98.8 million, driven in part by $65.0 million of run-rate cost optimization.
Adjusted net income was $26.6 million, or $0.48 per diluted Class A share, versus $10.8 million, or $0.20, a year earlier.
Net sales were $994.8 million versus $1,016.7 million, and net cash used in operating activities was $24.4 million.
About $130.0 million of share repurchases were completed in the quarter, and the Board authorized an additional $300.0 million of future repurchases.
United States Lime & Minerals reported fourth-quarter 2025 revenue of $87.9 million, up 9.8% from a year earlier, and full-year revenue of $372.7 million, up 17.3%. Net income for 2025 rose 23.4% to $134.3 million, or $4.67 per diluted share, and the Board declared a $0.06 regular quarterly dividend. Management cited January 2026 winter storm shipment interruptions and continuing weak roof shingle demand as factors for the first quarter, with the storm's impact not yet determined.
Q4 2025 revenue $87.9 million vs. $80.1 million in Q4 2024; Q4 diluted EPS $1.06 vs. $0.94
Full-year 2025 revenue $372.7 million vs. $317.7 million; diluted EPS $4.67 vs. $3.79
Q4 2025 net income $30.5 million, up 13.2% from $27.0 million
Quarterly dividend of $0.06 per share payable March 13, 2026 to holders of record February 20, 2026
Fabrinet reported fiscal second-quarter 2026 revenue of $1,132.9 million, up from $833.6 million a year earlier, with GAAP diluted earnings per share of $3.11 versus $2.38. The company said both measures exceeded its guidance ranges and issued third-quarter guidance of $1.15 billion to $1.20 billion in revenue and $3.22 to $3.37 in GAAP diluted EPS, which points to continued growth for shareholders to watch.
Q2 revenue was $1,132.9 million versus $833.6 million in the prior-year quarter.
GAAP net income was $112.6 million; GAAP diluted EPS was $3.11 versus $2.38; non-GAAP diluted EPS was $3.36 versus $2.61.
Q3 guidance (quarter ending March 27, 2026): revenue of $1.15 billion to $1.20 billion; GAAP EPS of $3.22 to $3.37; non-GAAP EPS of $3.45 to $3.60.
Non-GAAP free cash flow was negative $5.3 million in Q2, compared with $94.0 million a year earlier.
On February 2, 2026, Century Aluminum of Kentucky General Partnership, a subsidiary of Century Aluminum Company, sold about 750 acres in Hawesville, Kentucky to Justified DataPower LLC and completed the sale the same day. The buyer paid $200 million in cash plus a 6.8% non-dilutive minority interest in Raylan Data Holdings, which plans to develop a high-performance computing and artificial intelligence data center on the site. The filing says the cash proceeds and the minority stake are the consideration, and the company will have no obligation to contribute capital to maintain the stake.
Sale completed February 2, 2026, for $200 million in cash plus a 6.8% non-dilutive minority equity interest in Raylan Data Holdings LLC.
Property covers approximately 750 acres at 1627 State Route 3543, Hawesville, KY 42348.
Company subsidiary may require Raylan Data to buy the minority interest starting on the first anniversary of data center operations; the company will not fund construction or operations.
Company press release says TeraWulf Inc. will redevelop the site into a digital infrastructure campus.
Simon Property Group reported fourth-quarter 2025 results on February 2, 2026. Real Estate FFO rose 4.2% to $1.328 billion, or $3.49 per diluted share, while net income attributable to common stockholders was $3.048 billion, or $9.35 per diluted share, mainly because of a non-cash gain of $2.89 billion tied to its Taubman Realty Group acquisition. The company also estimated 2026 Real Estate FFO of $13.00 to $13.25 per diluted share and declared a quarterly dividend of $2.20, up $0.10 from a year earlier.
Real Estate FFO was $1.328 billion, or $3.49 per diluted share, versus $1.261 billion, or $3.35, a year earlier.
Reported FFO fell to $1.242 billion, or $3.27 per diluted share, from $1.389 billion, or $3.68, including a one-time after-tax loss of $120.7 million tied mainly to Catalyst Brands restructuring costs.
Net income attributable to common stockholders was $3.048 billion, or $9.35 per diluted share, including a $2.89 billion non-cash gain.
2026 guidance: Real Estate FFO of $13.00 to $13.25 per diluted share; quarterly dividend of $2.20 payable March 31, 2026.
Rambus reported fourth-quarter 2025 GAAP revenue of $190.2 million, up from $161.1 million a year earlier, with record quarterly product revenue of $96.8 million. GAAP diluted earnings were $0.58 per share, flat year over year, as a higher tax provision offset the revenue gain. Shareholders get higher sales but unchanged GAAP per-share earnings, and first-quarter 2026 guidance was given for several measures, with full revenue guidance deferred to the conference call.
Q4 2025 GAAP net income was $63.8 million, versus $62.2 million in Q4 2024; GAAP diluted EPS was $0.58 in both periods.
Non-GAAP diluted EPS was $0.68, versus $0.55 a year earlier.
Full-year 2025 revenue was $707.6 million, versus $556.6 million in 2024; full-year product revenue was $347.8 million.
Q1 2026 outlook: licensing billings of $66 million to $72 million, product revenue of $84 million to $90 million, and contract and other revenue of $21 million to $27 million.
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
NAPCO Security Technologies reported fiscal second-quarter results for the three months ended December 31, 2025, with net revenue up 12.2% to $48.2 million and diluted EPS up to $0.38 from $0.28. The company also declared a quarterly dividend of $0.15 per share and appointed Joseph Pipczynski as Chief Revenue Officer, effective January 29, 2026.
Net revenue of $48.2 million, up 12.2% from a year earlier; net income of $13.5 million, up 29.0%
Diluted EPS of $0.38 versus $0.28 a year earlier; gross profit margin of 58.6% versus 57.0%
Quarterly dividend of $0.15 per share, payable April 3, 2026 to holders of record on March 12, 2026
Joseph Pipczynski appointed Chief Revenue Officer effective January 29, 2026, reporting to President and COO Kevin Buchel
Revvity reported fourth-quarter 2025 revenue of $772 million, up 6% from a year earlier, and adjusted EPS from continuing operations of $1.70, up from $1.42. For full-year 2025, revenue rose to $2.86 billion and adjusted EPS reached $5.06, though GAAP EPS fell to $2.07 from $2.20. The company also initiated 2026 guidance, which calls for revenue of $2.96 billion to $2.99 billion and adjusted EPS of $5.35 to $5.45.
Q4 2025 GAAP EPS was $0.87 vs. $0.78 a year earlier; GAAP operating income fell to $112 million from $119 million.
Diagnostics Q4 revenue rose 10% to $390 million; Life Sciences Q4 revenue rose 2% to $382 million.
Full-year 2025 revenue was $2,856 million vs. $2,755 million in 2024; GAAP EPS was $2.07 vs. $2.20.
2026 guidance: revenue of $2.96 billion to $2.99 billion, organic revenue growth of 2% to 3%, and adjusted EPS of $5.35 to $5.45.
Lumen Technologies completed the sale of its Mass Markets fiber-to-the-home business in 11 states to AT&T on February 2, 2026, for $5.75 billion in cash, subject to adjustments. The company plans to use about $4.8 billion of proceeds and cash on hand to redeem super priority notes and repay term loans, which it says will cut annual interest expense by about $300 million.
Cash consideration of $5.75 billion, subject to working capital and other purchase price adjustments, received at the February 2, 2026 closing
About $4.8 billion of proceeds and cash on hand to be used to redeem secured notes and repay term loans
Lumen expects annual interest expense to fall by about $300 million and total debt to drop below $13 billion
Lumen keeps its fiber backbone network, central offices and copper-based consumer services; management will discuss the deal on the Q4/full-year 2025 earnings call on February 3
Tenet Healthcare said its 2025 Adjusted EBITDA is expected to come in at the upper end of its $4.47 billion to $4.57 billion guidance range, based on preliminary figures that are not yet final. The company also completed a transaction with CommonSpirit Health that ends CommonSpirit's 23.8% stake in Conifer Health Solutions and gives Tenet about $1.9 billion in payments over three years, which Tenet says reduces its balance sheet liabilities by about $885 million.
Expected 2025 Adjusted EBITDA is at the upper end of the $4.47 billion to $4.57 billion guidance range; final results are due February 11, 2026
CommonSpirit to pay Tenet about $1.9 billion in annual installments over the next three years
Conifer redeems CommonSpirit's 23.8% equity stake for $540 million, effective January 1, 2026
Revenue cycle services for CommonSpirit end at the close of 2026; balance sheet liabilities fall about $885 million and paid-in capital rises about $305 million
IDEXX reported fourth quarter 2025 revenue of $1,091 million, up 14% as reported and 12% organic, and fourth quarter EPS of $3.08, up 18%. The company also gave initial 2026 guidance of $4,632 million to $4,720 million in revenue and $14.29 to $14.80 in EPS, which would represent reported EPS growth of 9% to 13%.
Q4 2025 revenue $1,091 million, up 14% as reported and 12% organic; CAG Diagnostics recurring revenue up 12% as reported
Q4 2025 EPS $3.08, up 18% as reported and 17% comparable; operating margin 28.9%, up 150 basis points as reported
Full-year 2025 revenue $4,304 million, up 10%; full-year EPS $13.08, up 23% as reported and 14% comparable
2026 outlook: revenue $4,632 million to $4,720 million; EPS $14.29 to $14.80; operating margin 32.0% to 32.5%
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.