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).
HP CEO Enrique Lores stepped down as President, CEO and board member effective the end of February 2, 2026, to pursue an opportunity outside HP. Board member Bruce Broussard was appointed interim CEO effective February 3, 2026, and the board has formed a CEO Search Committee to find a permanent successor. HP also reaffirmed its first quarter and fiscal 2026 outlook, so guidance was not changed.
Enrique Lores stepped down as President, CEO and board member, effective end of day February 2, 2026, to pursue an opportunity outside HP.
Bruce Broussard, age 63, was appointed interim CEO effective February 3, 2026; his pay includes $362,500 in monthly cash and a one-time restricted stock unit award with a grant date value of $7,000,000 that cliff-vests February 3, 2027.
HP reaffirmed fiscal 2026 non-GAAP diluted net EPS of $2.90 to $3.20 and free cash flow of $2.8 to $3.0 billion, and first quarter non-GAAP diluted net EPS of $0.73 to $0.81.
The board reduced authorized directorships from 13 to 12, effective February 3, 2026.
OLB Group announced the planned structure for spinning off DMint, Inc., its digital asset mining subsidiary, so that OLB shareholders would hold equity in two separately traded companies. The filing says shareholders would receive DMint shares without an additional investment, with the distribution tied to DMint's Form S-1 registration and a concurrent public offering.
OLB shareholders of record as of the expected record date would receive DMint shares on a pro rata basis, delivered through the Depository Trust Company system.
DMint plans a public offering under Form S-1 (333-292762); net proceeds are to fund mining equipment, power and hosting capacity, and Selmer, Tennessee facility operations.
OLB Group would focus on payment processing, merchant services and e-commerce, with its current leadership team continuing to oversee operations.
The filing does not state a completion date, financial results, or valuation figures for either company.
PayPal's board appointed Enrique Lores, former HP Inc. CEO and PayPal board chair, as President and CEO effective March 1, 2026, succeeding Alex Chriss, who resigned as CEO and director effective February 2, 2026. The company said the board's evaluation found that the pace of change and execution over the last two years was not in line with its expectations, and CFO and COO Jamie Miller will serve as interim CEO until Lores takes over.
Enrique Lores appointed President and CEO effective March 1, 2026; offer letter sets base salary at $1,450,000 and target bonus at 200% of base salary.
Lores receives make-whole RSUs with a grant date value of $20,000,000, 2026 annual RSUs and PSUs valued at $16,500,000 each, and one-time PSUs with a target value of $25,000,000.
Jamie Miller named Interim President and CEO effective immediately, with a cash retention award of $3,000,000 vesting 67% on February 2, 2027 and 33% on February 2, 2028.
David Dorman appointed independent Board Chair effective February 2, 2026, replacing Lores as Chair.
Supermicro reported unaudited results for the quarter ended December 31, 2025, with net sales of $12.7 billion, up from $5.7 billion a year earlier, and GAAP diluted earnings per share of $0.60 versus $0.51. Gross margin fell to 6.3% from 11.8% a year earlier, and the company said it used $24 million in operating cash flow in the quarter. The company guided to third-quarter net sales of at least $12.3 billion and full fiscal 2026 net sales of at least $40.0 billion.
Net sales of $12.7 billion vs. $5.7 billion in the same quarter last year; net income of $401 million vs. $321 million
Gross margin of 6.3% vs. 11.8% a year earlier; non-GAAP diluted EPS of $0.69 vs. $0.59
Third-quarter fiscal 2026 guidance: net sales of at least $12.3 billion and GAAP diluted EPS of at least $0.52
Fiscal 2026 net sales guidance of at least $40.0 billion; cash of $4.1 billion and bank debt and convertible notes of $4.9 billion as of December 31, 2025
Corteva reported fourth-quarter 2025 net sales of $3.91 billion, down 2%, and a GAAP loss from continuing operations of $537 million, or $0.80 per share. For full-year 2025, net sales rose 3% to $17.40 billion and GAAP income from continuing operations rose 40% to $1.20 billion, or $1.75 per share. The company also expects 2026 operating EBITDA of $4.0 billion to $4.2 billion and operating EPS of $3.45 to $3.70 per share.
Q4 2025 operating EPS was $0.22, down 31% from the prior year, and operating EBITDA was $446 million, down 15%.
FY 2025 operating EPS was $3.34, up 30%, and free cash flow was $2.9 billion, a 69% improvement.
A Bayer litigation resolution involves a $610 million cash outflow, largely in the first quarter of 2026.
Corteva remains on track to complete its planned separation in the second half of 2026.
Uniti Group Inc. disclosed that a bankruptcy-remote subsidiary, Kinetic ABS Issuer LLC, completed a private offering of $960.1 million in secured fiber network revenue term notes on January 30, 2026, due in February 2031 on an anticipated repayment basis. The notes are secured by fiber network assets and residential customer contracts in five states, and the company says proceeds may fund general corporate purposes, including capital expenditures and debt repayment. The filing also sets up a revolving variable funding note facility of up to $150 million, which adds committed borrowing capacity if drawn.
Term notes total $960.1 million: $677.7 million Class A-2 at 5.219%, $113.0 million Class B at 5.561%, and $169.4 million Class C at 7.653%.
Variable funding notes of up to $150 million have an initial anticipated repayment date of February 2029, and interest is SOFR or base rate plus 1.75%.
Interest payments are due monthly on the 25th starting March 25, 2026; legal final maturity is February 2056.
Proceeds are intended for general corporate purposes, which may include success-based capital expenditures and repayment of outstanding debt.
Prudential Financial reported fourth quarter 2025 net income attributable to the company of $905 million ($2.55 per share), compared with a net loss of $57 million a year earlier, and after-tax adjusted operating income of $1.168 billion. The same day it said Prudential of Japan voluntarily suspended new sales for 90 days to address previously disclosed employee misconduct, and it declared a quarterly dividend of $1.40 per share, up 4% from the prior year.
Q4 2025 net income attributable to Prudential Financial was $905 million ($2.55 per share), versus a net loss of $57 million ($0.17 per share) in Q4 2024, including a net after-tax organizational charge of $107 million ($0.30 per share).
Full year 2025 net income was $3.576 billion ($9.99 per share), up from $2.727 billion ($7.50 per share) in 2024.
Prudential of Japan voluntarily suspended new sales for 90 days to address previously disclosed employee misconduct issues.
Quarterly dividend of $1.40 per share is payable March 12, 2026, to holders of record as of February 17, 2026; the board also authorized up to $1.0 billion of buybacks for 2026.
North European Oil Royalty Trust announced a first-quarter fiscal 2026 distribution of $0.22 per unit, up from $0.04 per unit a year earlier. The filing says the increase mainly reflects the absence of negative adjustments that reduced the prior-year payment, so unitholders would receive a larger payout.
Distribution of $0.22 per unit, payable February 25, 2026 to unit owners of record on February 13, 2026
Prior-year first-quarter distribution was $0.04 per unit; 2025 payment was reduced by $1,754,661 in remaining negative adjustments from calendar 2023
Trailing 12-month cumulative distribution is $0.99 per unit, versus $0.47 for the prior 12-month period
Further details are to be provided in the 10-Q scheduled for release on or about February 27, 2026
Veralto reported fourth-quarter 2025 sales up 3.8% to $1,396 million and diluted EPS of $1.01, up from $0.91 a year earlier. For full-year 2025, sales rose 6.0% to $5,503 million and diluted EPS was $3.76, up from $3.34. The company also guided 2026 adjusted diluted EPS to $4.10 to $4.20 and announced a $750 million share repurchase program and an 18% dividend increase.
Q4 2025 GAAP diluted EPS was $1.01 versus $0.91 a year earlier; adjusted diluted EPS was $1.04 versus $0.95
Full-year 2025 sales were $5,503 million, up 6.0%, with non-GAAP core sales growth of 4.7%
2026 targets: adjusted diluted EPS of $4.10 to $4.20 and Q1 2026 adjusted diluted EPS of $0.97 to $1.01
During Q4 2025 the company established a $750 million share repurchase program and announced an 18% dividend increase
Radian Group completed its acquisition of Inigo Limited, a Lloyd's of London specialty insurer, on February 2, 2026, for a net purchase price of $1.67 billion, subject to post-closing adjustments. The company said the deal is expected to add mid-teens percentage accretion to earnings per share and about 200 basis points to return on equity in 2026, and to roughly double its total annual revenue.
Net purchase price paid at closing was $1.67 billion, funded from available liquidity and excess capital from Radian Guaranty
Company expects mid-teens percentage accretion to 2026 earnings per share and about 200 basis points of accretion to return on equity
Company expects the transaction to double its total annual revenue
$25 million in one-time cash retention awards granted to Inigo management sellers, vesting on the second anniversary of the grant date
On February 3, 2026, Antero Resources entered a $1.5 billion unsecured term loan with Royal Bank of Canada as administrative agent and borrowed the full amount in one draw to partially fund the Antero Resources HG Acquisition, which the filing reports as completed. The loan adds direct debt that matures on February 3, 2029 and carries variable interest, so shareholders will bear its cost and covenant limits.
$1.5 billion borrowed on February 3, 2026 under the Term Loan A Facility, with Royal Bank of Canada as administrative agent
Facility matures February 3, 2029, is unsecured, is not guaranteed by subsidiaries, and does not amortize
Variable interest at Term SOFR or Alternate Base Rate plus an Applicable Rate of 1.125% to 2.00% for Term SOFR loans
Covenant requires total indebtedness to capitalization of 65% or less at each fiscal quarter end; December 22, 2025 amendment to the HG purchase agreement also disclosed
Benchmark Electronics reported fourth-quarter 2025 revenue of $704 million, up from $657 million a year earlier, while GAAP diluted EPS fell to $0.17 from $0.44 on higher restructuring charges and other costs. CEO Jeff Benck said he will transition out of the role at the end of the quarter. The company also guided first-quarter 2026 non-GAAP diluted EPS to $0.53 to $0.59.
Q4 2025 revenue $704 million vs. $657 million in Q4 2024; diluted GAAP EPS $0.17 vs. $0.44; non-GAAP EPS $0.71 vs. $0.61
Full-year 2025 revenue $2,659 million vs. $2,656 million; diluted GAAP EPS $0.68 vs. $1.66; non-GAAP EPS $2.40 vs. $2.29
Q1 2026 guidance: revenue $655 million to $695 million; non-GAAP diluted EPS $0.53 to $0.59; GAAP diluted EPS $0.31 to $0.37
CEO Jeff Benck to transition out of the CEO role at the end of the fourth quarter; President David Moezidis cited as part of the leadership team
Enact Holdings reported fourth-quarter 2025 net income of $177 million, or $1.22 per diluted share, up from $163 million, or $1.05 per diluted share, a year earlier. The Board also approved a share repurchase program of up to $500 million and the company entered a stock repurchase agreement with Genworth Financial, which bears directly on shareholder capital returns.
Q4 2025 net income $177 million, or $1.22 per diluted share, vs. $163 million, or $1.05, in Q4 2024
Adjusted operating income $179 million, or $1.23 per diluted share; total revenues $312.7 million vs. $301.8 million a year earlier
Board approved repurchase program of up to $500 million; separate stock repurchase agreement with Genworth Financial, Inc.
Quarterly dividend of $0.21 per share payable March 19, 2026, to holders of record February 26, 2026
Mondelez reported fourth-quarter and full-year 2025 results on February 3, 2026. Full-year net revenues rose 5.8% to $38.5 billion, but diluted EPS fell 44.7% to $1.89 and adjusted EPS fell 14.6% on a constant currency basis to $2.92, with the company citing cocoa cost headwinds and derivative mark-to-market impacts. The company also guided 2026 organic net revenue growth of flat to 2% and adjusted EPS growth of flat to 5% on a constant currency basis.
FY2025 net revenues were $38.5 billion, up 5.8%, with organic net revenue up 4.3%
FY2025 diluted EPS was $1.89, down 44.7%; adjusted EPS was $2.92, down 14.6% on a constant currency basis
Q4 2025 diluted EPS was $0.51, down 60.8%, while Q4 net revenues rose 9.3% to $10.5 billion
2026 outlook: organic net revenue growth of flat to 2%, adjusted EPS growth of flat to 5% constant currency, and free cash flow of about $3 billion
Lumen reported fourth-quarter 2025 revenue of $3.041 billion, down 9% from $3.329 billion a year earlier, and a reported net loss of $2 million, compared with net income of $85 million in the prior-year quarter. The company also closed its $5.75 billion AT&T transaction and issued 2026 guidance calling for Adjusted EBITDA of $3.1 to $3.3 billion, which gives shareholders a clearer view of the company's post-transaction financial profile.
Q4 2025 revenue was $3.041 billion, down from $3.329 billion; full-year revenue was $12.402 billion, down from $13.108 billion.
Q4 reported net loss was $2 million; excluding Special Items, diluted EPS was $0.23 versus $0.09 a year earlier.
Q4 Adjusted EBITDA excluding Special Items was $767 million, down from $1.052 billion; full-year reported net loss was $1.739 billion.
The AT&T transaction closed, reducing total debt by over $4.8 billion; 2026 outlook includes Free Cash Flow of $1.2 to $1.4 billion.
Illinois utility subsidiaries PGL and NSG agreed to a proposed settlement with the Illinois Attorney General that would resolve open QIP and UEA rider proceedings, subject to Illinois Commerce Commission approval. Because of the settlement, WEC Energy's 2025 results will reflect a $205 million, or $0.46 per share, charge, up from the $150 million it had previously expected to record.
2025 charge of $205 million, or $0.46 per share, replaces the previously expected $150 million charge
PGL will permanently remove $130.0 million of qualified infrastructure investment costs from rate base starting in 2027
Bill credits over 2026-2028 total $75.0 million for PGL (QIP), plus $49.0 million for PGL and $1.0 million for NSG (UEA)
Rate base reduction and bill credit obligation recorded on the balance sheet at December 31, 2025 total $255.0 million
Take-Two Interactive reported preliminary results for its fiscal third quarter ended December 31, 2025, with Net Bookings of $1.76 billion, up 28% from a year earlier. The company raised its fiscal 2026 Net Bookings outlook to $6.65 billion to $6.7 billion and reported a narrower GAAP net loss than a year ago.
Q3 Net Bookings rose 28% to $1.76 billion; GAAP net revenue was $1.70 billion versus $1.36 billion last year.
GAAP net loss was $92.9 million, or $0.50 per share, compared with $125.2 million, or $0.71 per share, a year earlier.
Fiscal 2026 Net Bookings are now expected to range from $6.65 billion to $6.7 billion.
Grand Theft Auto VI is scheduled for release on November 19, 2026, according to the future lineup listed in the release.
Lumentum reported fiscal second-quarter 2026 results for the quarter ended December 27, 2025, with net revenue of $665.5 million, up 65.5% from a year earlier and 24.7% from the first quarter. GAAP net income was $78.2 million, or $0.89 per diluted share, compared with a net loss of $60.9 million a year earlier, and the company guided third-quarter net revenue to $780 million to $830 million.
Net revenue of $665.5 million, up 24.7% from the first quarter ($533.8 million) and 65.5% from the year-ago quarter ($402.2 million)
GAAP net income of $78.2 million, or $0.89 per diluted share, versus $4.2 million, or $0.05, in the first quarter
Third-quarter fiscal 2026 outlook: net revenue of $780 million to $830 million, non-GAAP operating margin of 30.0% to 31.0%, and non-GAAP diluted EPS of $2.15 to $2.35
Total cash, cash equivalents, and short-term investments of $1,155.3 million at quarter end, up $33.5 million sequentially
Jacobs reported fiscal first quarter 2026 results for the quarter ended December 26, 2025, with gross revenue of $3.3 billion, up 12.3%, and GAAP net earnings of $125.0 million, compared with a net loss of $17.1 million a year earlier. The company raised the low end of its fiscal 2026 adjusted net revenue growth range and its adjusted EPS range, and also announced a 12.5% dividend increase and a transaction to acquire the remaining stake in PA Consulting, which matter to shareholders because they reflect higher profit, higher guidance and increased capital returns.
Gross revenue of $3.3 billion, up 12.3% year over year; adjusted net revenue of $2.3 billion, up 8.2%
GAAP EPS of $1.11 versus a loss of $0.10 a year earlier; adjusted EPS of $1.53, up 15.0%
Fiscal 2026 adjusted EPS guidance of $6.95 to $7.30 (previously $6.90 to $7.30); adjusted net revenue growth of 6.5% to 10.0% (previously 6.0% to 10.0%)
Repurchased $252 million of Jacobs shares in the quarter; quarterly dividend increased 12.5%
IAC Inc. reported fourth-quarter 2025 revenue of $646.0 million, down 10% from a year earlier, and an operating loss of $113.4 million, which included a $207.5 million non-cash goodwill impairment at Care.com. The net loss attributable to IAC shareholders narrowed to $76.8 million from $199.0 million, helped by an $118.5 million unrealized gain on its MGM Resorts stake. The company also said it will stop providing quarterly earnings guidance and gave full-year 2026 total Adjusted EBITDA guidance of $260 million to $335 million.
Q4 revenue was $646.0 million versus $721.4 million a year earlier; Search revenue fell 68% to $29.0 million.
Diluted loss per share was $0.99 versus $2.42 in Q4 2024.
People Inc. Digital revenue rose 14% to $354.8 million, its fastest growth in five quarters.
FY 2026 guidance includes total operating income of $95 million to $190 million; quarterly outlooks will no longer be provided.
Amgen reported fourth-quarter and full-year 2025 results, with total revenue up 9% to $9.9 billion in the quarter and up 10% to $36.8 billion for the year. Full-year non-GAAP EPS rose 10% to $21.84, while fourth-quarter non-GAAP EPS was roughly flat at $5.29, and the company guided 2026 total revenue to $37.0 billion to $38.4 billion. Shareholders also face the FDA's January 16, 2026 request that TAVNEOS be voluntarily withdrawn from the U.S. market, which the filing does not quantify.
Full-year total revenue rose 10% to $36.8 billion; fourth-quarter total revenue rose 9% to $9.9 billion.
Full-year GAAP EPS rose 88% to $14.23 and non-GAAP EPS rose 10% to $21.84; fourth-quarter non-GAAP EPS was $5.29 versus $5.31.
2026 guidance: total revenue of $37.0 billion to $38.4 billion and non-GAAP EPS of $21.60 to $23.00.
On January 16, 2026, the FDA requested that ChemoCentryx voluntarily withdraw TAVNEOS from the U.S. market.
Cirrus Logic reported fiscal third-quarter 2026 revenue of $580.6 million and GAAP diluted earnings per share of $2.66, up from $2.11 a year earlier. Its fourth-quarter revenue outlook of $410 million to $470 million is down 24% sequentially at the midpoint, which points to a sharp slowdown in the current quarter.
Q3 FY26 revenue was $580.6 million, up from $555.7 million in Q3 FY25 and $561.0 million in Q2 FY26.
GAAP diluted EPS was $2.66 versus $2.11 in Q3 FY25; non-GAAP diluted EPS was $2.97.
Q4 FY26 revenue is expected between $410 million and $470 million, down 24% sequentially at the midpoint.
One customer contributed approximately 94% of total revenue in Q3 FY26.
AMETEK reported record fourth-quarter and full-year 2025 sales and adjusted earnings, with full-year sales of $7.4 billion, up 7%, and adjusted earnings of $7.43 per diluted share, up 9%. The company also guided 2026 adjusted earnings to $7.87 to $8.07 per diluted share and separately announced its acquisition of LKC Technologies, a maker of ophthalmic diagnostic devices.
Q4 2025 sales were a record $2.0 billion, up 13%; GAAP diluted EPS was $1.73 versus $1.67, and adjusted EPS was $2.01, up 7%.
Full-year 2025 GAAP diluted EPS was $6.40 versus $5.93 in 2024; adjusted EPS was $7.43, up 9%.
2026 outlook: sales up mid to high single digits and adjusted EPS of $7.87 to $8.07; Q1 2026 adjusted EPS of $1.85 to $1.90.
LKC Technologies, headquartered in Germantown, MD, will join the Electronic Instruments Group; the filing does not disclose the purchase price.
Ovintiv completed its acquisition of NuVista Energy on February 3, 2026, in a cash and stock transaction valued at $2.7 billion. Ovintiv expects the assets to add about 930 net well locations and 140,000 net acres in the Alberta Montney, with 2026 production from them averaging about 100 MBOE/d and about $100 million in annual cost synergies. Ovintiv issued about 30.1 million shares, and its full-year and first-quarter 2026 guidance is due February 23, 2026.
Ovintiv paid C$1.57 billion in cash and 30,076,903 shares of Ovintiv common stock, after shareholder elections and closing adjustments.
NuVista shareholders could elect C$18.00 in cash or 0.344 of an Ovintiv share per NuVista share, or a mix; the final mix varied by election.
The acquisition is expected to add about 930 net well locations and 140,000 net acres, and about 100 MBOE/d of 2026 production.
Ovintiv expects cost synergies of about $100 million annually and will issue full-year and Q1 2026 guidance on February 23, 2026.
Disney's board appointed Josh D'Amaro, Chairman of Disney Experiences, as chief executive effective March 18, 2026, when he succeeds Robert A. Iger, who becomes Senior Advisor and stays on the board through December 31, 2026. Dana Walden was named President and Chief Creative Officer on the same date, reporting directly to D'Amaro, marking a leadership transition at the top of the company.
D'Amaro's base salary is $2,500,000, with a target bonus of 250% of base salary and a long-term incentive target value of $26,250,000 per fiscal year.
Walden's base salary is $3,750,000, with a target bonus of 200% of base salary and a long-term incentive target value of $15,750,000 per fiscal year.
D'Amaro is expected to join the board after the 2026 Annual Meeting; Iger steps down from the Executive Committee after that meeting.
The filing cites Disney Experiences' $36 billion in FY2025 annual revenue and Disney's $94.4 billion total FY2025 revenue.
Graphic Packaging reported fourth-quarter and full-year 2025 results, with full-year net sales down 2% to $8.6 billion and net income down to $444 million from $658 million. The company guided 2026 Adjusted EBITDA to $1.05 billion to $1.25 billion, compared with $1.395 billion in 2025, and CEO Robbert Rietbroek has initiated a comprehensive review of operations and footprint along with a selective portfolio review.
Fourth-quarter 2025 net sales were $2,103 million, flat versus $2,095 million, while net income fell to $71 million ($0.24 per diluted share) from $138 million ($0.46).
Full-year 2025 net sales were $8,617 million versus $8,807 million; net income was $444 million ($1.48 per diluted share) versus $658 million ($2.16).
2026 guidance: Net Sales $8.4 billion to $8.6 billion, Adjusted EBITDA $1.05 billion to $1.25 billion, Adjusted EPS $0.75 to $1.15; Adjusted Free Cash Flow target of $700 million to $800 million was affirmed.
Full-year 2025 Net Leverage Ratio was 3.8x, up from 3.0x in 2024.
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.
Marzetti reported fiscal second-quarter net sales up 1.7% to $518.0 million and diluted earnings of $2.15 per share, up from $1.78 a year earlier, with gross profit at a second-quarter record of $137.3 million. The company also agreed to acquire Bachan's, Inc. for $400 million, subject to customary adjustments, to be funded with cash on hand and additional financing.
Net sales rose 1.7% to $518.0 million; Retail net sales fell 1.1% to $277.5 million while Foodservice rose 5.2% to $240.4 million.
Diluted EPS was $2.15 versus $1.78; the prior-year quarter included a $0.39 per share noncash pension settlement charge.
Bachan's purchase price is $400 million; Bachan's net sales were approximately $87 million for the twelve months ended December 31, 2025.
The acquisition is expected to close before the June 30, 2026 fiscal year end, subject to regulatory approval and other closing conditions.
TransDigm reported first-quarter fiscal 2026 net sales of $2,285 million, up 14% from a year earlier, and adjusted earnings per share of $8.23, up 5%. Net income fell 9.7% to $445 million, mainly due to higher interest expense, and the company raised its full-year fiscal 2026 guidance, excluding the pending Stellant and JPE/VSA acquisitions.
Q1 net sales $2,285 million, up 14% from $2,006 million; EBITDA As Defined $1,197 million, up 13%
Q1 net income $445 million, down from $493 million; GAAP EPS $6.62 versus $7.62 a year earlier
Fiscal 2026 guidance raised: net sales $9,845 million to $10,035 million; GAAP EPS $32.47 to $34.39; adjusted EPS $37.42 to $39.34
Pending acquisitions of Stellant (about $960 million) and JPE/VSA (about $2.2 billion) are excluded from guidance
Dauch Corporation completed its business combination with Dowlais Group plc on February 3, 2026, through a UK court-sanctioned scheme of arrangement. Dowlais shareholders receive 43 pence in cash and 0.0881 new Dauch shares for each Dowlais share, and Dauch will issue 116,971,634 shares as part of the consideration, which dilutes existing holders.
Business combination completed February 3, 2026; Dowlais shares suspended on the London Stock Exchange and cancellation effective 8:00 a.m. GMT on February 4, 2026
Consideration per Dowlais share: 43 pence in cash plus 0.0881 new Dauch shares; 116,971,634 Dauch shares to be issued
Filing states new shares will trade on the NYSE under AXL on February 4, 2026, and under DCH on the NYSE from February 5, 2026
Chairman and CEO David C. Dauch's target Breakout Award is 575,758 shares, with payouts tied to a 20-day average share price above $12.00
PayPal reported fourth-quarter and full-year 2025 results with revenue and earnings per share higher than a year earlier, and named Enrique Lores as its next President and CEO. The company's 2026 guidance calls for a mid-single digit decline in first-quarter non-GAAP EPS and a low-single digit decline to slightly positive full-year non-GAAP EPS, which matters to shareholders because it signals lower expected earnings in the year ahead.
Q4 2025 net revenues rose 4% to $8.7 billion; non-GAAP EPS rose 3% to $1.23, and GAAP EPS rose 38% to $1.53.
Full-year 2025 net revenues rose 4% to $33.2 billion, and non-GAAP EPS rose 14% to $5.31.
2026 guidance: first-quarter non-GAAP EPS expected to show a mid-single digit decline from $1.33; full-year non-GAAP EPS expected to show a low-single digit decline to slightly positive from $5.31.
The Board appointed Enrique Lores as next President and CEO; Jamie Miller is currently interim CEO. A quarterly dividend of $0.14 per share is payable March 25, 2026.
J&J Snack Foods reported fiscal first-quarter 2026 results for the period ended December 27, 2025, with net sales down 5.2% to $343.8 million and GAAP diluted earnings per share of $0.05, versus $0.26 a year earlier. The company cited a $6.1 million plant closure expense and a 9.9% rise in selling and marketing costs, while adjusted EBITDA rose 7.0% to $27.0 million. The board also approved a new $50 million share repurchase authorization.
Net sales were $343.8 million, down 5.2% from $362.6 million a year earlier, mainly due to the bakery business.
GAAP diluted EPS was $0.05 versus $0.26; adjusted EPS was $0.33, flat year over year.
Plant closure expense was $6.1 million; adjusted EBITDA rose 7.0% to $27.0 million.
The company repurchased $42 million of stock in the quarter and approved a new $50 million authorization effective for about two years.
Pentair reported fourth-quarter 2025 sales of $1,021 million, up 5%, and adjusted EPS of $1.18, up 9%, while GAAP EPS was $0.98, down 1%. For full year 2025, sales rose 2% to $4.2 billion and adjusted EPS rose 14% to $4.92. The company guided 2026 GAAP EPS to $4.94 to $5.09 and adjusted EPS to $5.25 to $5.40, and named incoming CFO Nick Brazis.
Q4 2025 adjusted EPS $1.18, up from $1.08; GAAP EPS $0.98, down from $0.99
Full year 2025 sales $4.2 billion, up 2%; GAAP EPS $3.93, up 5%; adjusted EPS $4.92, up 14%
2026 guidance: GAAP EPS $4.94 to $5.09, adjusted EPS $5.25 to $5.40, sales up about 3% to 4%
Robert P. Fishman is outgoing CFO; Nick Brazis is incoming CFO; Investor Day set for March 4
Merck reported fourth-quarter 2025 sales of $16.4 billion, up 5%, while GAAP EPS fell to $1.19 from $1.48 a year earlier. For 2026, it expects non-GAAP EPS of $5.00 to $5.15, a range that includes a one-time charge of about $3.65 per share for the Cidara Therapeutics acquisition, which shareholders should weigh against the 2025 non-GAAP EPS of $8.98.
Q4 2025 GAAP EPS was $1.19 vs. $1.48 in Q4 2024; non-GAAP EPS was $2.04 vs. $1.72.
Full-year 2025 sales were $65.0 billion, up 1%; GAAP EPS was $7.28 vs. $6.74.
2026 outlook: worldwide sales of $65.5 billion to $67.0 billion and non-GAAP EPS of $5.00 to $5.15.
KEYTRUDA/KEYTRUDA QLEX full-year sales were $31.7 billion, up 7%; GARDASIL/GARDASIL 9 fell 39% to $5.2 billion.
ADM reported fourth-quarter 2025 revenue of $18.6 billion, down from $21.5 billion a year earlier, and adjusted EPS of $0.87, down 24%. Full-year 2025 adjusted EPS was $3.43, down 28%, and ADM issued 2026 adjusted EPS guidance of approximately $3.60 to $4.25 while raising its quarterly dividend 2%.
Q4 2025 net earnings attributable to ADM were $456 million; diluted GAAP EPS was $0.94 versus $1.17 a year earlier
Full-year 2025 revenue was $80.3 billion versus $85.5 billion in 2024; diluted GAAP EPS was $2.23 versus $3.65
2026 adjusted EPS outlook of approximately $3.60 to $4.25; the lower end assumes continued U.S. biofuel policy deferral and flat crush margins
Quarterly dividend raised to 52.0 cents per share from 51.0 cents, payable March 10, 2026 to holders of record on February 17, 2026
Gartner reported fourth-quarter 2025 revenue of $1.8 billion, up 2% as reported and flat on a foreign-currency-neutral basis. GAAP net income fell 39% to $242 million, diluted EPS fell 34% to $3.36, and adjusted EPS fell 28% to $3.94. On January 29, 2026, the board authorized up to $500 million of additional share repurchases, on top of about $750 million remaining at the end of December 2025.
Q4 2025 revenues $1,753 million, up 2% as reported; net income $242 million, down 39%
Full-year 2025 revenues $6.5 billion, up 4%; adjusted EPS $13.17, down 7%
Q4 free cash flow $271 million, down 13%; operating cash flow $295 million, down 12%
Board added up to $500 million to buyback authorization on January 29, 2026; 7.0 million shares repurchased for $2.0 billion in 2025
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