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).
The Hanover Insurance Group reported record full-year 2025 net income of $662.5 million, or $18.16 per diluted share, up from $426.0 million, or $11.70 per share, in 2024. Fourth-quarter net income rose to $198.5 million, or $5.47 per diluted share, from $167.9 million, or $4.59, a year earlier, and the combined ratio improved to 91.6% for the year from 94.8%. For shareholders, the results also came with a 5.6% increase in the quarterly dividend to $0.95 per share.
Q4 2025 net income of $198.5 million, or $5.47 per diluted share, versus $167.9 million, or $4.59, in Q4 2024
Full-year 2025 operating income of $696.2 million, or $19.09 per diluted share, versus $485.9 million, or $13.34, in 2024
Full-year 2025 combined ratio of 91.6%, compared with 94.8% in 2024; catastrophe losses were $276.3 million
Quarterly dividend raised 5.6% to $0.95 per share; the company repurchased $130 million of shares in 2025
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
Atmos Energy reported fiscal first-quarter results for the period ended December 31, 2025, with diluted earnings per share of $2.44 on net income of $403.0 million. The company affirmed its fiscal 2026 EPS guidance of $8.15 to $8.35 and declared a quarterly dividend of $1.00 per share, which it says implies a 14.9% increase in the indicated annual dividend over fiscal 2025.
Diluted EPS of $2.44 on net income of $403.0 million for the quarter ended December 31, 2025
Fiscal 2026 EPS guidance affirmed at $8.15 to $8.35 per diluted share
Quarterly dividend of $1.00 per share; indicated fiscal 2026 annual dividend of $4.00, a 14.9% increase over fiscal 2025
Capital expenditures of $1.0 billion in the quarter; fiscal 2026 capital expenditures expected to be about $4.2 billion
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
Jack Henry & Associates reported fiscal second quarter 2026 results for the period ended December 31, 2025, with GAAP revenue of $619.3 million, up 7.9%, and GAAP diluted EPS of $1.72, up 28.6%. The company also gave full-year fiscal 2026 GAAP guidance of $2,508 million to $2,525 million in revenue and $6.61 to $6.72 in EPS, which shareholders can compare with future results.
GAAP revenue was $619.3 million, up 7.9% from $573.8 million; non-GAAP adjusted revenue rose 6.7%.
GAAP operating income was $159.1 million, up 29.4%; non-GAAP adjusted operating income rose 24.3%.
GAAP EPS was $1.72 per diluted share, compared with $1.34 a year earlier.
Credit facility borrowings were $20 million at December 31, 2025, down from $150 million a year earlier.
Powell Industries reported fiscal first-quarter 2026 revenue of $251.2 million, up 4% from a year earlier, and net income of $41.4 million, or $3.40 per diluted share, up 19%. New orders rose 63% to $439 million and backlog reached $1.6 billion, while the board raised the quarterly dividend to $0.27 per share, payable March 18, 2026.
Q1 fiscal 2026 revenue of $251.2 million, up 4% from $241.4 million a year earlier, but down 16% from the fourth quarter of fiscal 2025
Net income of $41.4 million, or $3.40 per diluted share, compared with $2.86 per diluted share a year earlier
New orders of $439 million, up 63%, including an approximately $75 million data center order; backlog of $1.6 billion as of December 31, 2025
Quarterly dividend increased to $0.27 per share, payable March 18, 2026, to holders of record on February 18, 2026
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
Artisan Partners reported fourth-quarter 2025 revenue of $335.5 million, up from $297.0 million a year earlier, and diluted earnings per share of $1.32 versus $0.97. For full-year 2025, revenue was $1,196.7 million versus $1,111.8 million in 2024, while the company also recorded $12.7 billion of net client outflows. The board declared a $1.58 per share dividend, and Ryan G. Von Hoff was named Chief Accounting Officer.
Q4 2025 revenue $335.5 million vs $297.0 million in Q4 2024; diluted EPS $1.32 vs $0.97
Full-year 2025 revenue $1,196.7 million vs $1,111.8 million; diluted EPS $4.05 vs $3.66
Net client cash outflows of $12.7 billion in 2025; ending AUM $179.9 billion
Dividend of $1.58 per share ($1.01 variable quarterly plus $0.57 special), payable February 27, 2026 to holders of record February 13, 2026
Chubb Limited reported fourth quarter 2025 net income of $3.21 billion, or $8.10 per share, up 28.0% per share from a year earlier, and full-year net income of $10.31 billion, or $25.68 per share, up 13.1%. Both quarterly and full-year net premiums written grew, and the company said it expects an excellent 2026 with strong growth in operating earnings and double-digit growth in EPS and tangible book value.
Q4 2025 net income $3.21 billion, up 24.7%; core operating income $2.98 billion, up 21.7%
Q4 consolidated net premiums written $13.1 billion, up 8.9%; P&C combined ratio a record low 81.2%
Full-year 2025 net income $10.31 billion, up 11.2%; core operating income $9.95 billion, up 8.9%
Q4 capital returned to shareholders $1.48 billion, including $1.10 billion in share repurchases
AMD reported fourth-quarter 2025 revenue of $10.3 billion, up 34% from a year earlier, with GAAP diluted earnings per share of $0.92 versus $0.29 and non-GAAP diluted earnings per share of $1.53 versus $1.09. For the first quarter of 2026, AMD expects revenue of about $9.8 billion, plus or minus $300 million, which is a sequential decline of about 5% but year-over-year growth of about 32% at the mid-point, and the filing says the quarter's non-GAAP results include about $360 million from a release of previously reserved inventory.
Q4 2025 revenue was $10.3 billion, up 34% year-over-year; GAAP net income was $1.5 billion versus $482 million a year earlier
Full-year 2025 revenue was $34.6 billion, up 34%; GAAP net income was $4.3 billion and non-GAAP diluted EPS was $4.17 versus $3.31
Q4 included an approximate $360 million release of previously reserved AMD Instinct MI308 inventory and about $390 million of MI308 revenue to China; excluding these items, non-GAAP gross margin would have been about 55%
Q1 2026 outlook: revenue of about $9.8 billion, plus or minus $300 million, including about $100 million of MI308 sales to China; non-GAAP gross margin expected at about 55%
Voya Financial reported fourth-quarter and full-year 2025 results, with fourth-quarter net income to common shareholders rising to $136 million from $93 million. Full-year after-tax adjusted operating earnings rose to $861 million, or $8.85 per diluted share, from $736 million, while full-year GAAP net income to common shareholders slipped to $613 million from $626 million.
Q4 2025 net income to common shareholders was $136 million, or $1.41 per diluted share, versus $93 million, or $0.94, in Q4 2024.
Full-year 2025 adjusted operating earnings were $861 million, or $8.85 per diluted share, versus $736 million, or $7.25, in 2024.
Full-year 2025 net income to common shareholders was $613 million, or $6.29 per diluted share, versus $626 million, or $6.17, in 2024; the company cited prior-year divestment gains and tax benefits that did not repeat.
Excess capital generated for 2025 was approximately $775 million, a 19% increase; remaining share repurchase authorization was $562 million as of Dec. 31, 2025.
Zurn Elkay Water Solutions reported fourth-quarter 2025 net sales of $407 million, up 10% from $371 million a year earlier, with core sales also up 10%. Diluted EPS from continuing operations was $0.24, compared with $0.21, and adjusted EPS was $0.36, compared with $0.32. The company also gave a 2026 outlook calling for mid-single digit core sales growth and full-year free cash flow of approximately $335 million.
Q4 2025 net sales were $407.2 million versus $370.7 million in Q4 2024, an increase of 10%.
Diluted EPS from continuing operations was $0.24 versus $0.21; adjusted EPS was $0.36 versus $0.32.
Full-year 2025 net sales were $1,696 million, up 8%, and free cash flow was a record $317 million.
2026 outlook: mid-single digit core sales growth and full-year free cash flow of approximately $335 million; Q1 core sales growth of 7% to 8%.
Match Group reported fourth-quarter 2025 revenue of $878 million, up 2% year over year, and net income of $210 million, up 32%. For full-year 2025, revenue was flat at $3.5 billion and Adjusted EBITDA declined 1% to $1.2 billion. The company also gave 2026 revenue guidance of $3,410 million to $3,535 million and declared a $0.20 quarterly dividend, a 5% increase from the prior dividend.
Q4 2025: revenue $878 million, up 2%; Payers down 5% to 13.8 million; revenue per payer up 7% to $20.72
Full-year 2025: Adjusted EBITDA $1.2 billion, down 1% year over year; free cash flow $1.0 billion
2026 guidance: revenue $3,410 million to $3,535 million; Adjusted EBITDA $1,280 million to $1,325 million
Dividend of $0.20 per share payable April 21, 2026, to holders of record on April 7, 2026
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
Chipotle reported fourth-quarter 2025 revenue up 4.9% to $3.0 billion and diluted EPS of $0.25, up from $0.24, while comparable restaurant sales fell 2.5% and operating margin slipped to 14.1% from 14.6%. For 2026, management expects full-year comparable restaurant sales to be about flat and plans 350 to 370 new restaurant openings.
Q4 2025 total revenue rose 4.9% to $3.0 billion; comparable restaurant sales decreased 2.5%, with transactions down 3.2%
Full-year 2025 revenue rose 5.4% to $11.9 billion; diluted EPS was $1.14 vs. $1.11 in 2024
Operating margin was 14.1% in Q4 vs. 14.6% a year earlier; full-year operating margin was 16.2% vs. 16.9%
2026 outlook: comparable restaurant sales about flat; $1.7 billion remained under buyback authorizations as of December 31, 2025
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%
Emerson reported first quarter fiscal 2026 results for the quarter ended December 31, 2025, with net sales up 4% to $4,346 million and GAAP EPS up 5% to $1.07. The company also updated its full-year 2026 outlook, including adjusted EPS guidance of $6.40 to $6.55 and plans to return about $2.2 billion to shareholders through roughly $1 billion in buybacks and about $1.2 billion in dividends.
Net sales rose 4% to $4,346 million; underlying sales grew 2% and underlying orders grew 9%.
Pretax earnings were flat at $775 million, and pretax margin fell to 17.8% from 18.6%.
Operating cash flow fell 10% to $699 million and free cash flow fell 13% to $602 million.
2026 adjusted EPS guidance is $6.40 to $6.55; second-quarter adjusted EPS guidance is $1.50 to $1.55.
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.
Mueller Industries reported fourth-quarter 2025 net income of $153.7 million, up 11.6%, and diluted EPS of $1.38, up 14.0%, on net sales of $962.4 million, up 4.2%. For full year 2025, net income reached $765.2 million, up 26.5%, and the CEO said this was the highest annual operating and net income in the company's history.
Q4 2025 net sales $962.4 million vs. $923.5 million; operating income $172.0 million, up 1.0%.
Q4 gross margin was hit by an $18.2 million unrealized loss on open hedge contracts as copper prices rose.
Full year 2025 diluted EPS was $6.86 vs. $5.31 in 2024, up 29.2%.
Year-end cash and short-term investments totaled $1.39 billion, and the company reported no debt.
Illinois Tool Works reported fourth-quarter 2025 revenue of $4.1 billion, up 4.1%, and GAAP earnings of $2.72 per diluted share, up 7%. It also initiated 2026 guidance for GAAP EPS of $11.00 to $11.40 and plans to repurchase about $1.5 billion of its shares, which is relevant to shareholders because it sets the company's expected profit and buyback levels for the year.
Q4 2025 revenue was $4.1 billion, up 4.1%, with organic growth of 1.3%
Full-year 2025 GAAP EPS was $10.49, above the prior guidance midpoint of $10.45
2026 guidance: revenue growth of 2% to 4% and GAAP EPS of $11.00 to $11.40
The company plans to repurchase approximately $1.5 billion of its own shares in 2026
Ball Corporation reported fourth-quarter 2025 net sales of $3.35 billion, up from $2.88 billion a year earlier, and comparable diluted earnings per share of 91 cents, up from 84 cents. The company expects 2026 comparable diluted EPS growth of 10-plus percent and free cash flow greater than $900 million, and it returned $1.54 billion to shareholders in 2025 through share repurchases and dividends.
Q4 2025 comparable diluted EPS was 91 cents versus 84 cents in Q4 2024; U.S. GAAP diluted EPS was 75 cents versus a loss of 11 cents.
Full-year 2025 net sales were $13.16 billion versus $11.80 billion in 2024, and adjusted free cash flow was $956 million.
2026 outlook: comparable diluted EPS growth of 10-plus percent and free cash flow greater than $900 million.
Ball completed the acquisition of an 80 percent stake in Benepack for approximately €184 million in late January 2026.
Hubbell reported fourth-quarter 2025 net sales of $1.5 billion, up 12% from a year earlier, and diluted EPS of $4.19 versus $3.66. For full-year 2025, diluted EPS was $16.54 versus $14.39, and the company expects 2026 GAAP diluted EPS of $17.30 to $18.00 and adjusted diluted EPS of $19.15 to $19.85.
Q4 2025 net sales were $1,492.7 million, up from $1,334.3 million; organic growth was 9%
Q4 2025 diluted EPS was $4.19 versus $3.66; adjusted diluted EPS was $4.73, up 15%
FY 2025 diluted EPS was $16.54 versus $14.39; adjusted diluted EPS was $18.21, up 10%
2026 outlook: total sales growth of 7-9% and GAAP diluted EPS of $17.30 to $18.00
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.
Spire Inc. reported first-quarter fiscal 2026 net income of $95.0 million, or $1.54 per diluted share, versus $81.3 million, or $1.34 per share, a year earlier, and adjusted earnings of $108.4 million, or $1.77 per share, up from $81.1 million. The company affirmed its fiscal 2026 adjusted earnings guidance of $5.25 to $5.45 per share and its fiscal 2027 guidance of $5.65 to $5.85 per share, which excludes or includes effects of pending acquisition and planned storage asset sale.
Net income rose to $95.0 million ($1.54 per diluted share) from $81.3 million ($1.34) a year ago.
Adjusted earnings rose to $108.4 million ($1.77 per share) from $81.1 million ($1.34 per share); Gas Utility adjusted earnings were $103.9 million, up from $77.8 million.
Fiscal 2026 adjusted EPS guidance of $5.25–$5.45 and fiscal 2027 guidance of $5.65–$5.85 were affirmed; both acquisition and storage sale remain subject to regulatory approvals.
Financing included $900 million of Junior Subordinated Notes and $825 million of Spire Tennessee Senior Notes tied to the Tennessee acquisition, plus $200 million of Spire Missouri First Mortgage Bonds issued in October 2025.
Eaton reported fourth quarter 2025 sales of $7.1 billion, up 13%, and diluted earnings per share of $2.91, up 19%, both records. The company also guided 2026 EPS to $11.57 to $12.07 and adjusted EPS to $13.00 to $13.50, which the filing says is up 13% and 10% at the midpoint over 2025, respectively.
Q4 2025 diluted EPS $2.91 (up 19% year over year); adjusted EPS $3.33 (record)
Q4 2025 sales $7.1 billion, up 13%; full-year 2025 sales a record $27.4 billion
Hamilton Lane reported results for the third fiscal quarter ended December 31, 2025, with total revenues of $198.6 million, up 18% from a year earlier, and net income attributable to the company of $58.4 million, up 10%. The company also declared a quarterly dividend of $0.54 per share and a target full-year dividend of $2.16, a 10% increase from the prior fiscal year.
Total revenues were $198.6 million for the quarter, up 18% from $168.3 million a year earlier.
Diluted EPS was $1.37 versus $1.32 a year earlier, up 4%; non-GAAP EPS was $1.55 versus $1.25, up 24%.
Fee Related Earnings rose 42% to $93.8 million for the quarter.
Quarterly dividend of $0.54 per share is payable April 6, 2026, to holders of record on March 20, 2026.
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
PJT Partners reported full-year 2025 revenues of $1.71 billion, up 15% from 2024, with GAAP diluted EPS of $6.68, up 36%. Fourth-quarter revenues were $535 million, up 12%, and GAAP diluted EPS was $1.97, up 8%. Revenue and profit both improved for shareholders, and the company reported $586 million...
Full-year 2025 revenues of $1.71 billion, up 15%; GAAP diluted EPS of $6.68, up 36%
Fourth-quarter 2025 revenues of $535 million, up 12%; GAAP diluted EPS of $1.97, up 8%
Cash, cash equivalents and short-term investments of $586 million at December 31, 2025, with no funded debt
Quarterly dividend of $0.25 per Class A share, payable March 18, 2026 to holders of record as of March 4, 2026
Marathon Petroleum reported fourth-quarter 2025 net income attributable to MPC of $1.5 billion, or $5.12 per diluted share, up from $371 million, or $1.15 per share, a year earlier. For the full year, net income was $4.0 billion, or $13.22 per diluted share, versus $3.4 billion, or $10.08, in 2024, and the company returned $4.5 billion to shareholders in 2025.
Q4 2025 adjusted net income was $1.2 billion, or $4.07 per diluted share, versus $249 million, or $0.77, in Q4 2024.
Full-year 2025 adjusted net income was $3.3 billion, or $10.70 per diluted share, versus $3.3 billion, or $9.51, in 2024.
Cash from operations was $8.3 billion for 2025, down from $8.7 billion in 2024.
As of December 31, 2025, $4.4 billion remained available under share repurchase authorizations.
Teradyne reported fourth-quarter 2025 revenue of $1.083 billion, up 44% from a year earlier, with GAAP diluted EPS of $1.63 and non-GAAP diluted EPS of $1.80. The company said results were above the high end of its Q4 guidance range, and it gave first-quarter 2026 revenue guidance of $1.150 billion to $1.250 billion, with non-GAAP diluted EPS of $1.89 to $2.25.
Q4 2025 revenue was $1.083 billion, up 44% from Q4 2024 and up 41% from Q3 2025; GAAP net income was $257.2 million
Q4 2025 non-GAAP diluted EPS was $1.80, compared with $0.95 in Q4 2024; GAAP diluted EPS was $1.63, compared with $0.90
Q1 2026 guidance: revenue of $1.150 billion to $1.250 billion and GAAP diluted EPS of $1.82 to $2.19
Full-year 2025 revenue was $3.190 billion, up 13% from 2024; a conference call is set for 8:30 a.m. ET on February 3, 2026
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.