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.
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.
RenaissanceRe reported fourth-quarter and full-year 2025 results on February 3, 2026. Q4 net income available to common shareholders was $751.6 million, compared with a loss of $198.5 million a year earlier, while full-year net income rose to $2.6 billion from $1.8 billion, but full-year operating income fell to $1.9 billion from $2.2 billion and the combined ratio worsened to 87.2% from 83.9% due to large loss events.
Q4 2025 net income available to common shareholders was $751.6 million, or $16.75 per diluted share, versus a loss of $198.5 million, or $3.95 per share, in Q4 2024.
Full-year 2025 operating income available to common shareholders was $1.9 billion, or $39.10 per diluted share, down from $2.2 billion in 2024.
Full-year combined ratio was 87.2% versus 83.9% in 2024, including a 15.3 percentage point impact from the 2025 Large Loss Events.
The company repurchased approximately $1.6 billion of common shares in 2025, reducing its share count by 12.8%, and book value per common share rose 26.2% to $247.00.
Horace Mann reported full-year 2025 net income of $162.1 million, or $3.90 per diluted share, up from $102.8 million a year earlier, and record core earnings of $195.8 million, or $4.71 per share. Fourth-quarter net income fell 5.2% to $36.2 million, and fourth-quarter core earnings per share fell 28.0% to $1.21, so the full-year gains came alongside a weaker final quarter for shareholders.
Full-year 2025 total revenues were $1,701.4 million, up 6.7% from $1,595.2 million in 2024.
Full-year core earnings were $195.8 million, or $4.71 per diluted share, up 38.5% from $3.40 per share in 2024.
Fourth-quarter 2025 net income was $36.2 million, or $0.87 per diluted share, compared with $38.2 million, or $0.92, in the fourth quarter of 2024.
Full-year Property & Casualty combined ratio was 89.7%, an improvement of more than 8 points over the prior year, which the company attributed to lower catastrophe losses.
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.
Weatherford reported fourth-quarter 2025 revenue of $1,289 million, down 4% from a year earlier but up 5% from the prior quarter, and net income of $138 million, up 23% year-over-year. For full year 2025, revenue fell 11% to $4,918 million and net income fell 15% to $431 million. The board raised the quarterly dividend 10% to $0.275 per share, and management said first-half 2026 activity is expected to remain soft.
Q4 2025 revenue of $1,289 million: down 4% year-over-year, up 5% sequentially
Q4 2025 diluted income per share of $1.91, up 27% year-over-year
Full year 2025 revenue of $4,918 million, down 11%; adjusted EBITDA of $1,067 million, down 23%
Quarterly dividend raised 10% to $0.275 per share, payable March 5, 2026, to holders of record as of February 6, 2026
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
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.
Champion Homes reported fiscal third-quarter 2026 results for the quarter ended December 27, 2025. Net sales rose 1.8% to $656.6 million, but net income fell 11.7% to $54.3 million and diluted EPS fell to $0.97, as lower gross profit reduced earnings. The board also refreshed the share repurchase authorization to $150 million after a $50.0 million increase approved January 29, 2026.
Net sales up 1.8% to $656.6 million; U.S. homes sold down 2.6% to 6,270
Gross profit margin fell 190 basis points to 26.2%; net income down 11.7% to $54.3 million
Diluted EPS $0.97 versus $1.06 a year earlier; Adjusted EBITDA down 10.2% to $74.8 million
Board increased the repurchase program by $50.0 million to $150 million on January 29, 2026; $50.0 million repurchased in the quarter
Amcor reported fiscal second-quarter 2026 net sales of $5,449 million, up 68% from a year earlier, driven by the Berry acquisition, and adjusted EPS of $0.86, up 7%. GAAP diluted EPS fell to $0.38 from $0.56 as restructuring, transaction and integration expenses rose to $118 million, and the company reaffirmed its fiscal 2026 adjusted EPS guidance of $4.00 to $4.15 and free cash flow guidance of $1.8 billion to $1.9 billion.
Net sales $5,449 million vs. $3,241 million a year earlier; quarterly volumes about 1.5% lower on a combined basis
GAAP diluted EPS $0.38 vs. $0.56; adjusted EPS $0.86 vs. $0.80
Free cash flow $289 million, including $69 million of Berry transaction, restructuring and integration costs
Fiscal 2026 guidance reaffirmed; quarterly dividend of $0.65 per share declared, payable March 17, 2026
Sonos reported first fiscal quarter 2026 results for the period ended December 27, 2025. Revenue was $546 million, down from $551 million a year earlier, while GAAP net income rose to $94 million from $50 million and Adjusted EBITDA rose to $132 million from $91 million. The company did not provide guidance in this release and said it will give guidance on its earnings call.
Revenue of $546 million versus $551 million in the prior-year quarter
GAAP diluted EPS of $0.75 versus $0.40; non-GAAP diluted EPS of $0.93 versus $0.68
Adjusted EBITDA of $132 million versus $91 million, which the company says is up 45%
No guidance in the release; company will provide guidance on its February 3, 2026 earnings call
Carlisle Companies reported fourth-quarter 2025 results on February 3, 2026. Revenue rose 0.4% to $1.1 billion, but operating income fell 15%, diluted EPS from continuing operations fell 10% to $3.19, and adjusted EPS fell 13% to $3.90. For 2026, the company expects low-single-digit revenue growth, about 50 basis points of adjusted EBITDA margin expansion, and plans to repurchase up to $1 billion of shares.
Q4 2025 revenue was $1,127.7 million, up 0.4% from $1,122.9 million a year earlier
Q4 diluted EPS from continuing operations was $3.19 versus $3.56; adjusted EPS was $3.90 versus $4.47
Q4 adjusted EBITDA fell 12% to $249.0 million; CCM adjusted EBITDA fell 10% and CWT fell 10%
2026 outlook: low-single-digit revenue growth and adjusted EBITDA margin up about 50 basis points; up to $1 billion of share repurchases planned
H&R Block reported fiscal 2026 second-quarter results for the period ended December 31, 2025. Revenue rose 11.1% to $198.9 million, while the net loss from continuing operations narrowed slightly to $241.6 million, but the loss per share widened 6.7% to $1.91 because of fewer shares outstanding. The company reaffirmed its full-year fiscal 2026 outlook.
Total revenue of $198.9 million, up $19.8 million or 11.1% from the prior year
Net loss from continuing operations of $241.6 million, improved by $0.9 million
Loss per share from continuing operations of $1.91, up 6.7%, due to share repurchases
Reaffirmed fiscal 2026 revenue of $3.875 to $3.895 billion and adjusted diluted EPS of $4.85 to $5.00
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.
Columbia Sportswear reported fourth quarter 2025 net sales down 2% to $1,070.2 million and diluted EPS of $1.73, down from $1.80. For full year 2025, net sales rose 1% but diluted EPS fell to $3.24 from $3.82, including $29.0 million of impairment charges, and the company guided 2026 diluted EPS to $3.20 to $3.65 against $3.23 in 2025. Its first quarter 2026 EPS outlook of $0.29 to $0.37 is well below the $0.75 reported a year earlier.
Q4 2025 net sales fell 2% to $1,070.2 million; operating income fell 15% to $116.7 million; diluted EPS $1.73 vs $1.80
FY 2025 net sales rose 1% to $3,397.4 million; diluted EPS $3.24 vs $3.82; impairment charges cut EPS by $0.45
FY 2026 outlook: net sales $3.43 to $3.50 billion, operating income $211 to $243 million, diluted EPS $3.20 to $3.65
Q1 2026 outlook: net sales $747 to $759 million and diluted EPS $0.29 to $0.37 vs $0.75; quarterly dividend $0.30 per share payable March 20, 2026
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.
Mercury Systems reported second-quarter fiscal 2026 results for the period ended December 26, 2025. Revenue rose to $233 million from $223 million a year earlier, and the GAAP net loss narrowed to $15 million, or $0.26 per share, from $18 million, or $0.30 per share. Cash flow weakened: free cash flow was $46 million, down from $82 million, and the filing gives no revenue or earnings guidance.
Q2 bookings were $288 million, up 18.6% year over year, with a book-to-bill of 1.23
Backlog reached $1.5 billion at December 26, 2025, up 8.8% year over year
Adjusted EBITDA was $30 million, up from $22 million, and adjusted EPS was $0.16 versus $0.07
Operating cash flow was $52 million versus $85 million, and free cash flow was $46 million versus $82 million
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.
Grainger reported fourth-quarter and full-year 2025 results on February 3, 2026. Sales grew, but operating margin and diluted EPS declined, and reported full-year EPS fell 8.6% after a $196 million loss tied to its exit from the U.K. market. The company also issued 2026 guidance calling for net sales of $18.7 billion to $19.1 billion and adjusted diluted EPS of $42.25 to $44.75.
Q4 2025 net sales were $4.4 billion, up 4.5%, while operating margin was 14.3%, down 70 basis points.
Q4 2025 diluted EPS was $9.44, down 2.8%. Full-year 2025 diluted EPS was $35.40 reported (down 8.6%) and $39.48 adjusted (up 1.3%).
Full-year 2025 free cash flow was $1.3 billion, and the company returned $1.5 billion to shareholders through dividends and share repurchases.
2026 guidance includes net sales of $18.7 billion to $19.1 billion, adjusted diluted EPS of $42.25 to $44.75, and a share buyback of $0.95 billion to $1.05 billion.
ATI reported fourth quarter 2025 sales of $1.18 billion, up 5% from the third quarter and flat from a year earlier, with GAAP diluted EPS of $0.69 versus $0.94 a year ago. Adjusted EPS rose to $0.93 from $0.79, but the company recorded $22.9 million of restructuring and other charges and an $18.6 million pension remeasurement loss in the quarter. The company also set fiscal 2026 adjusted EBITDA guidance of $975 million to $1.025 billion and adjusted EPS guidance of $3.99 to $4.27.
Q4 2025 sales were $1.18 billion, up 5% from Q3 2025 and flat from Q4 2024
Q4 2025 GAAP diluted EPS was $0.69, down from $0.94 in Q4 2024; adjusted EPS was $0.93, up from $0.79
Fiscal 2026 guidance: adjusted EBITDA of $975 million to $1.025 billion and adjusted EPS of $3.99 to $4.27, versus fiscal 2025 adjusted EPS of $3.24
In fiscal 2025 the company repurchased $470 million of shares and repaid $150 million of debt in Q4
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
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.
Pfizer reported fourth-quarter 2025 revenues of $17.6 billion, down 1% from a year earlier, and a net loss of $1.6 billion, or $(0.29) per share, after $4.4 billion in non-cash intangible asset impairment charges. Adjusted diluted EPS rose 5% to $0.66, and the company reaffirmed its full-year 2026 guidance of $59.5 to $62.5 billion in revenue and $2.80 to $3.00 in adjusted diluted EPS, which excludes share repurchases.
Q4 2025 revenues $17.6 billion, down 1% reported and down 3% operationally; down 2% for full year 2025 to $62.6 billion
Q4 2025 reported net loss of $1.6 billion, or $(0.29) per share, versus net income of $410 million, or $0.07 per share, a year earlier
Q4 2025 adjusted diluted EPS $0.66 versus $0.63; full-year 2025 adjusted diluted EPS $3.22 versus $3.11
2026 guidance reaffirmed; no share repurchases expected in 2026, and $3.3 billion remains under the existing authorization
Rithm Capital reported fourth-quarter and full-year 2025 results in a press release furnished under Item 2.02. Q4 GAAP net income attributable to common stockholders was $53.1 million, or $0.09 per diluted share, down from $193.7 million, or $0.35, in Q3 2025, while earnings available for distribution, a non-GAAP measure, rose to $418.9 million, or $0.74 per share. For shareholders, the GAAP profit decline is the key figure, though the company's non-GAAP measure and dividend of $0.25 per share were unchanged from Q3.
Q4 2025 GAAP net income to common stockholders: $53.1 million, or $0.09 per diluted share, versus $193.7 million, or $0.35, in Q3 2025
Q4 2025 earnings available for distribution (non-GAAP): $418.9 million, or $0.74 per diluted share, versus $296.9 million, or $0.54, in Q3 2025
Full-year 2025 GAAP net income to common stockholders: $567.2 million, or $1.04 per diluted share, versus $835.0 million, or $1.67, in 2024
Quarterly common dividend of $0.25 per share declared for both Q4 2025 and Q3 2025
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.
Ingredion reported full-year 2025 reported diluted EPS of $11.18, up from $9.71 in 2024, while net sales fell 3% to $7.2 billion. The company guided 2026 reported and adjusted EPS to $11.00 to $11.80, but expects first-quarter 2026 operating income to fall in the mid-double digits.
Full-year 2025 adjusted diluted EPS was $11.13, versus $10.65 in 2024; fourth-quarter adjusted EPS was $2.53, versus $2.63 a year earlier
Fourth-quarter 2025 adjusted operating income fell 8% to $228 million; Food & Industrial Ingredients–U.S./Canada operating income fell 32% in the quarter
Full-year 2025 cash from operations was $944 million, down from $1,436 million in 2024; the company repurchased $224 million of shares
First-quarter 2026 operating income is expected to be down mid-double digits, compared with a 26% increase in the prior-year first quarter
NXP Semiconductors reported fourth-quarter 2025 revenue of $3.34 billion, up 7% from a year earlier, and full-year revenue of $12.27 billion, down 3%. GAAP diluted earnings per share were $1.79, down from $1.93, while non-GAAP diluted EPS rose to $3.35 from $3.18. The company also gave first-quarter 2026 revenue guidance of $3.05 billion to $3.25 billion and said it completed the $900 million sale of its MEMS sensors business on February 2, 2026.
Q4 2025 revenue was $3.34 billion, up 7% year-on-year; full-year 2025 revenue was $12.27 billion, down 3%.
Q4 GAAP diluted EPS was $1.79, down from $1.93 a year earlier; non-GAAP diluted EPS was $3.35, up from $3.18.
Q1 2026 revenue guidance is $3.05 billion to $3.25 billion, with non-GAAP diluted EPS guidance of $2.77 to $3.17.
The MEMS sensors business sale closed February 2, 2026 for $900 million in cash before closing adjustments, plus up to $50 million contingent on technical milestones.
WTW reported fourth-quarter 2025 results on February 3, 2026. Reported revenue fell 3% to $2.9 billion after the sale of TRANZACT, and diluted EPS fell 38% to $7.62, while adjusted diluted EPS rose 2% to $8.12. The company also expects 2026 share repurchases of $1.0 billion or greater, and cites a roughly $0.30 headwind to adjusted EPS from the Willis Re joint venture.
Q4 2025 reported revenue was $2.9 billion, down 3% from the prior year due to the sale of TRANZACT; organic revenue rose 6%.
Q4 2025 diluted EPS was $7.62 versus $12.25 a year earlier; adjusted diluted EPS was $8.12, up 2%.
Full-year 2025 diluted EPS was $16.26 versus a loss of $0.96 in 2024; adjusted diluted EPS was $17.08, up 5%.
For 2026, the company expects share repurchases of $1.0 billion or greater and a Willis Re joint venture headwind of about $0.30 on adjusted diluted EPS.
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
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.
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