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).
On February 4, 2026, Oracle completed a $25 billion offering of eight tranches of notes maturing between 2029 and 2066. Two days earlier, it agreed to an equity distribution program that lets sales agents sell up to $20.0 billion of common stock, though Oracle is not obligated to sell any shares. For shareholders, the new debt adds to Oracle's borrowings, and any share sales under the program would increase the number of shares outstanding.
Notes totaling $25 billion: $500 million Floating Rate Notes due 2029 up to $5.0 billion 5.700% Notes due 2036 and 6.700% Notes due 2056, with the 6.850% Notes due 2066 at $2.75 billion.
Net proceeds are for general corporate purposes, including capital expenditures, repayment of debt, investments or acquisitions, and dividends or share repurchases.
At-the-market program dated February 2, 2026 covers up to $20.0 billion of common stock, with 15 sales agents after a February 3, 2026 joinder.
Sales agents may receive a commission of up to 0.50% of gross proceeds from each share sale.
FMC reported fourth quarter and full year 2025 results with a large GAAP loss driven by a non-cash goodwill impairment, and gave 2026 guidance showing lower revenue, EBITDA and adjusted EPS. The Board has also authorized exploration of strategic options, including a possible sale of the company, but the company says the review is preliminary and may not result in any transaction.
Board authorized exploration of strategic options, including but not limited to the sale of the company; no assurance a transaction will result
2026 guidance: revenue $3.60 billion to $3.80 billion (down 5% at midpoint); adjusted EBITDA $670 million to $730 million (down 17%); adjusted EPS $1.63 to $1.89 (down 41%)
Q4 2025 GAAP net loss of $1.72 billion, or $13.74 per diluted share, driven mainly by a $1,356.2 million goodwill write-off
Full year 2025 revenue of $3.47 billion, down 18%; adjusted EPS of $2.96, down 15%
SiTime agreed to acquire certain assets of Renesas Electronics' timing business for $1.5 billion in cash and 4,130,644 newly issued shares, with the share count set by a 10-day VWAP collar. The companies expect the deal to close by the end of 2026, subject to regulatory approvals, and SiTime plans to fund the cash portion with cash on hand and a $900 million Wells Fargo bridge loan commitment. For shareholders, the deal adds a business expected to generate $300 million in revenue in the 12 months after closing, but it brings a large cash outlay, share issuance and new debt.
Consideration is $1.5 billion in cash plus 4,130,644 shares of common stock, with the share count based on a 10-day VWAP subject to a floor of $308.6686 and a ceiling of $417.6104.
Wells Fargo committed up to $900.0 million in a 364-day senior secured bridge loan; the acquisition is not conditioned on this financing.
The acquired business is expected to generate $300 million in revenue in the 12 months after closing, per the press release.
Closing is expected by the end of 2026 and requires HSR waiting period expiration and other approvals; SiTime may owe a $150.0 million or $75.0 million termination fee in specified circumstances.
Ralliant reported fourth-quarter 2025 revenue of $555 million, up 1% from a year earlier, and a net loss of $(1.4) billion, or $(12.10) per diluted share, driven by a $1.4 billion non-cash goodwill impairment in its Test & Measurement segment. The company also issued first-quarter and full-year 2026 outlooks and set a February 14, 2026 deadline for stockholder proposals ahead of its first annual meeting on June 5, 2026.
Q4 2025 revenue of $555 million, up 1% year over year; net loss of $(1.4) billion, including a $1.4 billion goodwill impairment tied mainly to the EA Elektro-Automatik business
Adjusted diluted EPS of $0.69; operating cash flow of $102 million and free cash flow of $92 million
Q1 2026 outlook: revenue of $508 million to $522 million and adjusted EPS of $0.46 to $0.52; full-year 2026 outlook: revenue of $2.1 billion to $2.2 billion and adjusted EPS of $2.22 to $2.42
First annual stockholder meeting set for June 5, 2026; deadline for stockholder proposals and nominations is February 14, 2026
Globe Life reported fourth quarter 2025 net operating income of $3.39 per diluted share, up from $3.14 a year earlier, and net income of $3.29 per share, up from $3.01. The company also raised its 2026 net operating income guidance to $14.95 to $15.65 per diluted share, which matters to shareholders because it signals higher expected profit for the coming year.
Q4 2025 net operating income was $3.39 per diluted share versus $3.14 a year earlier, up 8%.
Full-year 2025 net operating income was $14.52 per diluted share versus $12.37 in 2024, above the midpoint of prior guidance.
2026 net operating income guidance is $14.95 to $15.65 per diluted share, an increase from previous guidance.
Life net sales rose 11% in the quarter, and health net sales rose 71%.
Phibro Animal Health reported fiscal second-quarter results for the period ended December 31, 2025, with net sales up 21% to $373.9 million and net income rising to $27.5 million from $3.2 million a year earlier. The company also raised its fiscal 2026 guidance, now calling for net sales of $1.45 billion to $1.50 billion and adjusted EBITDA of $245 million to $255 million, which signals higher expected sales and profit for shareholders.
Net sales of $373.9 million, up 21%; net income of $27.5 million versus $3.2 million a year earlier
Diluted EPS of $0.67 versus $0.08; adjusted diluted EPS of $0.87 versus $0.55
Fiscal 2026 guidance raised: net sales of $1.45 billion to $1.50 billion; adjusted EBITDA of $245 million to $255 million
Total debt of $737.0 million and a 3.1x gross leverage ratio as of December 31, 2025
American Healthcare REIT (NYSE: AHR) said its CEO and President, Danny Prosky, is on medical leave effective February 3, 2026, following a recent medical event. The board appointed Chairman Jeffrey T. Hanson, who was CEO from 2015 to 2021, as interim CEO and President effective the same date. The filing does not address financial results or guidance, but the leadership change is significant for shareholders during the interim period.
Danny Prosky, CEO, President and director, began a medical leave of absence effective February 3, 2026
Jeffrey T. Hanson, Chairman of the Board and CEO from 2015 to 2021, is Interim CEO and President effective February 3, 2026
The company said its senior leadership team is long-tenured and will work with Hanson to ensure continuity of operations
The press release was issued February 4, 2026 (Exhibit 99.1)
ePlus reported third-quarter fiscal 2026 results for the three months ended December 31, 2025, with net sales up 24.6% to $614.8 million and net earnings from continuing operations up 129.3% to $33.4 million. The company raised its fiscal 2026 guidance for net sales, gross profit and Adjusted EBITDA and declared a $0.25 quarterly dividend per share.
Q3 net earnings from continuing operations were $33.4 million, or $1.27 per diluted share, versus $0.55 a year earlier.
Nine-month net sales rose 22.2% to $1,860.9 million, and net earnings from continuing operations rose 68.5% to $98.7 million.
Fiscal 2026 net sales growth is now expected at 20% to 22%, up from the prior guidance of mid-teens; Adjusted EBITDA growth is now expected at 41% to 43%.
Quarterly dividend of $0.25 per share is payable March 18, 2026, to holders of record on February 24, 2026.
Rexford Industrial reported fourth-quarter and full-year 2025 results. Full-year net income attributable to common stockholders fell to $200.2 million, or $0.86 per diluted share, from $262.9 million, or $1.20 per diluted share, a year earlier, while Core FFO per diluted share rose 2.6% to $2.40. The company also guided 2026 Core FFO to $2.35 to $2.40 per diluted share and said Laura Clark will become chief executive on April 1, 2026.
Full-year 2025 net income attributable to common stockholders was $200.2 million, or $0.86 per diluted share, versus $262.9 million, or $1.20, in 2024
Full-year 2025 Core FFO was $2.40 per diluted share, up 2.6% from $2.34
Fourth-quarter net loss of $68.7 million included $89.1 million of impairments and $60.2 million of Co-CEO transition costs
2026 guidance: Core FFO of $2.35 to $2.40 per diluted share; Laura Clark to become CEO effective April 1, 2026
StoneX reported record net income of $139.0 million and net operating revenues of $724.4 million for the fiscal first quarter ended December 31, 2025, up 63% and 47% from a year earlier. Diluted earnings per share rose to $2.50 from $1.69. The company also approved a three-for-two stock split, which will add one share for every two shares held.
Net operating revenues of $724.4 million, up 47% from $492.1 million; net income of $139.0 million, up 63% from $85.1 million
Diluted EPS of $2.50 versus $1.69 a year earlier; return on equity of 22.5% versus 19.5%
Three-for-two stock split: additional shares distributed after close on March 20, 2026, record date March 10, 2026; split-adjusted trading expected to begin March 23, 2026
Mueller Water Products reported first-quarter fiscal 2026 results for the quarter ended December 31, 2025, with net sales up 4.6% to $318.2 million and diluted earnings per share of $0.27, up from $0.22. The company raised its fiscal 2026 guidance for net sales and adjusted EBITDA, which signals management's expectation of stronger full-year results.
Net sales rose to $318.2 million from $304.3 million, driven mainly by higher pricing across most product lines.
Net income rose to $43.2 million from $35.3 million; diluted EPS was $0.27 versus $0.22, and adjusted EPS was $0.29 versus $0.25.
Fiscal 2026 net sales guidance was raised to $1.47 billion to $1.49 billion, and adjusted EBITDA guidance was raised to $355 million to $360 million.
Water Management Solutions adjusted operating income fell 11.2%, and the company repurchased $5.5 million of common stock during the quarter.
A10 Networks reported record fourth-quarter revenue of $80.4 million, up from $74.2 million a year earlier, and record full-year revenue of $290.6 million. GAAP net income fell in both periods, to $9.9 million for the quarter and $42.1 million for the year, while management raised its 2026 revenue growth outlook to 10-12% and expects EPS growth of 12-14%.
Q4 2025 GAAP net income was $9.9 million, or $0.14 per diluted share, versus $18.3 million, or $0.24, in Q4 2024
Q4 2025 non-GAAP EPS was $0.26 per diluted share, versus $0.31 in Q4 2024
Full-year 2025 revenue rose 11.0% to $290.6 million; full-year GAAP net income was $42.1 million, or $0.57 per diluted share
2026 outlook: revenue growth of 10-12% and EPS growth of 12-14%; quarterly dividend of $0.06 per share payable March 2, 2026 to holders of record on February 16, 2026
Crown Castle reported fourth quarter and full year 2025 results, with site rental revenues of $4,049 million, down 5.1% from 2024, and Adjusted EBITDA of $2,863 million, down 6%. Net income rose to $444 million from a $3,903 million loss in 2024, which included a $5.0 billion goodwill impairment, and the company's 2026 outlook midpoint for site rental revenues is $3,850 million, also lower. The company also began a restructuring plan to cut about 20% of tower and corporate headcount, with about $30 million in charges and about $65 million in annualized operating cost savings.
Full year 2025 site rental revenues were $4,049 million versus $4,268 million in 2024; net income was $444 million versus a $(3,903) million loss, mainly due to the absence of the 2024 goodwill impairment.
2026 outlook midpoints: site rental revenues $3,850 million, Adjusted EBITDA $2,690 million and AFFO $1,920 million, excluding DISH Wireless contributions after its contract termination announced January 12, 2026.
Restructuring plan cuts tower and corporate headcount by about 20%, with total charges of about $30 million, including about $20 million in the first quarter of 2026, and about $65 million in annualized operating cost savings.
The company expects to keep its dividend at $4.25 per share annualized and, after the $8.5 billion Fiber Business sale closes (assumed June 30, 2026), to repurchase about $1 billion of shares and repay about $7 billion of debt.
Allstate reported fourth-quarter 2025 revenue of $17.3 billion, up 5.1% from a year earlier, and net income applicable to common shareholders of $3.8 billion, up from $1.9 billion. For full-year 2025, net income applicable to common shareholders was $10.2 billion, compared with $4.6 billion in 2024. The company also said its common dividend will rise to $1.08 per share and that a new $4.0 billion share repurchase program will begin once the existing $1.5 billion program is completed.
Q4 2025 net income applicable to common shareholders was $3.8 billion ($14.37 per diluted share), versus $1.9 billion ($7.07) a year earlier.
Q4 2025 adjusted net income was $3.8 billion, or $14.31 per diluted share, versus $2.1 billion ($7.67) in Q4 2024.
Full-year 2025 revenue was $67.7 billion, 5.6% above 2024; full-year adjusted net income was $9.3 billion.
Dividend to increase to $1.08 per share, payable April 1, 2026; a $4.0 billion repurchase program over 24 months will follow the existing $1.5 billion program.
Corpay reported fourth-quarter 2025 revenue of $1,248.2 million, up 21%, and adjusted diluted EPS of $6.04, up 13%, both of which the company said finished ahead of its expectations. It also issued 2026 guidance calling for total revenues of $5,215 million to $5,315 million and adjusted EPS of $25.50 to $26.50, and agreed to sell its PayByPhone mobile parking payments business to Lightyear Capital.
Q4 2025 revenue $1,248.2 million, up 21% from $1,034.4 million; organic revenue growth 11%
Q4 GAAP diluted EPS $3.75 vs. $3.44 a year earlier; adjusted diluted EPS $6.04 vs. $5.36
2026 guidance: total revenues $5,215 million to $5,315 million; adjusted diluted EPS $25.50 to $26.50
Definitive agreement to sell PayByPhone to Lightyear Capital; price and closing timing are not stated in the filing
e.l.f. Beauty reported third-quarter fiscal 2026 net sales up 38% to $489.5 million, with GAAP net income of $39.4 million, compared with $17.3 million a year earlier. The company raised its fiscal 2026 net sales and adjusted EPS outlook, though gross margin declined on higher tariff costs and long-term debt rose to $816.7 million from $154.1 million a year earlier.
Q3 GAAP diluted EPS was $0.65, up from $0.30; adjusted diluted EPS was $1.24, up from $0.74.
Fiscal 2026 net sales outlook raised to $1,600-1,612 million from $1,550-1,570 million.
Fiscal 2026 adjusted diluted EPS outlook raised to $3.05-3.10 from $2.80-2.85.
Gross margin decreased about 30 basis points to 71% in the quarter, primarily due to higher tariff costs.
Equitable Holdings reported a full-year 2025 net loss of $1.4 billion, compared with net income of $1.3 billion in 2024, and full-year Non-GAAP operating earnings per share fell to $5.64 from $5.92. Fourth-quarter Non-GAAP operating EPS rose to $1.73 from $1.55, while GAAP net income fell to $215 million from $892 million. The company expects 2026 cash generation of approximately $1.8 billion, up from $1.6 billion in 2025, and returned $1.8 billion to shareholders in 2025.
Full-year 2025 net loss attributable to Holdings was $1.4 billion, or $(4.83) per share, versus net income of $1.3 billion in 2024.
Fourth-quarter 2025 net income was $215 million, or $0.70 per share, down from $892 million in the fourth quarter of 2024.
Full-year Non-GAAP operating EPS was $5.64 versus $5.92 in 2024; fourth-quarter Non-GAAP operating EPS was $1.73 versus $1.55.
The company expects cash generation of approximately $1.8 billion in 2026, up from $1.6 billion in 2025.
PTC reported first-quarter fiscal 2026 results for the quarter ended December 31, 2025, with revenue of $686 million, up from $565 million a year earlier, and GAAP diluted earnings per share of $1.39, up from $0.68. The company raised its full-year fiscal 2026 revenue and EPS guidance and said it repurchased $200 million of stock in the quarter, which supports per-share results for shareholders.
Q1 revenue was $686 million, up 21% year over year; GAAP operating margin was 32%, versus 20% a year earlier.
Non-GAAP diluted EPS was $1.92, up from $1.10; GAAP EPS included a $0.06 non-cash tax benefit.
FY26 revenue guidance was raised to $2,675 million to $2,940 million from $2,650 million to $2,915 million.
FY26 GAAP EPS guidance was raised to $4.42 to $6.93 from $4.37 to $6.87; non-GAAP EPS guidance rose to $6.69 to $9.15 from $6.49 to $8.95.
Helmerich & Payne reported a fiscal first-quarter net loss of $97 million, or $0.98 per diluted share, for the quarter ended December 31, 2025, compared with a loss of $0.58 per share in the prior quarter and net income of $54.8 million, or $0.54 per diluted share, a year earlier. Revenue rose to $1.02 billion from $677.3 million a year earlier, but the loss reflects a $103 million non-cash impairment charge, and CEO John Lindsay plans to retire in March.
Net loss of $97 million, or $0.98 per share, including a $103 million non-cash impairment charge; adjusted loss was $14 million, or $0.15 per share
Operating revenues of $1.02 billion, compared with $1.01 billion in the prior quarter and $677.3 million a year earlier
Term loan repaid by $260 million of the $400 million balance as of end of January; full repayment expected by end of fiscal third quarter 2026
Second-quarter guidance: North America Solutions direct margin of $205 million to $230 million; International Solutions $12 million to $22 million; Offshore Solutions $20 million to $30 million
EZCORP reported results for the quarter ended December 31, 2025, with net income rising 43% to $44.3 million and diluted EPS rising 38% to $0.55 on revenue of $382.0 million, up 19%. Management also highlighted two acquisitions closed after quarter end, including Simple Management Group (105 stores) and 12 Texas pawn stores for $27.5 million, and a conference call set for February 5, 2026.
Net income $44.3 million, up 43%; adjusted net income $43.9 million, up 38%
Total revenues $382.0 million, up 19%; gross profit $223.0 million, up 20%
Acquired 87.7% controlling interest in Founders One on January 2, 2026, adding 105 stores; 12 Texas stores acquired for $27.5 million on January 12, 2026
Conference call scheduled for February 5, 2026 at 8:00 am Central Time
Kemper Corporation reported a net loss attributable to shareholders of $8.0 million, or $(0.13) per diluted share, for the fourth quarter of 2025, compared with net income of $97.4 million, or $1.51 per diluted share, a year earlier. Adjusted net operating income fell to $14.6 million, or $0.25 per share, from $115.1 million, or $1.78 per share, with Specialty Property & Casualty results under pressure from bodily injury severity and a $35.0 million Florida Statutory Profit Limit Refund.
Q4 2025 total revenues fell $55.4 million to $1,131.4 million from the prior-year quarter.
Specialty Personal Automobile Underlying Combined Ratio was 110.0 percent, compared with 91.4 percent in Q4 2024.
Specialty Property & Casualty segment adjusted net operating income was $2.6 million, versus $101.2 million a year earlier.
Full-year 2025 net income was $143.3 million, or $2.29 per diluted share, down from $317.8 million, or $4.91, in 2024; C. Thomas Evans, Jr. is Interim CEO.
McKesson reported fiscal third-quarter results for the period ended December 31, 2025, with revenue up 11% to $106.2 billion and adjusted earnings per diluted share up 16% to $9.34. The company raised and narrowed its fiscal 2026 adjusted EPS guidance to $38.80 to $39.20 from $38.35 to $38.85, which signals higher expected profit for shareholders this year.
Third-quarter revenue was $106.2 billion, up 11%, led by North American Pharmaceutical and Oncology & Multispecialty growth.
GAAP diluted EPS was $9.59, up from $6.95, and includes a pre-tax credit related to the Rite Aid bankruptcy.
Fiscal 2026 adjusted EPS guidance was raised to $38.80 to $39.20, indicating 17% to 19% growth over the prior year.
For the first nine months, McKesson returned $2.4 billion to shareholders, including $2.1 billion of share repurchases.
Workday said on February 4, 2026 that it is reorganizing several functions, which will eliminate about 2% of its current workforce, mostly non-revenue roles in Global Customer Operations. The company expects about $135 million in charges in the fourth quarter of fiscal 2026, and it now expects its GAAP operating margin to fall well below its non-GAAP margin, while its other results are expected to be in line with guidance.
About 2% of Workday's current workforce to be eliminated, primarily in non-revenue roles within Global Customer Operations
Approximately $135 million in charges in Q4 fiscal 2026: about $40 million in cash severance and benefits, $15 million in stock-based compensation, and $80 million in non-cash impairment of office space and long-lived assets
Q4 fiscal 2026 GAAP operating margin now expected 24 to 25 percentage points below non-GAAP; full-year GAAP margin 22 to 23 points below non-GAAP
Fourth-quarter and full-year fiscal 2026 results scheduled for February 24, 2026
VSE Corporation agreed on February 2, 2026 to sell 3,989,362 shares of common stock at $188.00 each, and underwriters exercised their option in full for 598,404 more shares. The company estimates net proceeds of about $830.2 million, which it plans to use mainly to fund part of the cash price for its pending PAG Acquisition.
Firm shares: 3,989,362 at $188.00 per share; option for 598,404 additional shares exercised in full on February 3, 2026
Estimated net proceeds of approximately $830.2 million after underwriting discounts and before offering expenses
Proceeds intended to help fund cash consideration for the PAG Acquisition of PAG HoldCo, parent of Precision Aviation Group; closing expected February 4, 2026
Executive officers and directors agreed to a 60-day lock-up on sales of common stock, subject to exceptions
Lamb Weston said its board appointed Jan Eli B. Craps as Executive Chair effective February 6, 2026, and named James D. Gray as Chief Financial Officer effective April 2, 2026, succeeding Bernadette M. Madarieta, who remains CFO through April 1, 2026. The filing also details large equity awards for the new executives and other named executive officers, plus a new 2,000,000-share inducement plan, which bear on shareholder dilution and management incentives.
Jan Eli B. Craps, age 48, former CEO of Budweiser APAC, appointed Executive Chair effective February 6, 2026, with a target long-term incentive valued at approximately $3,150,000.
James D. Gray, age 59, currently CFO of Ingredion Incorporated, becomes CFO April 2, 2026, with a $825,000 base salary and a $2,200,000 target long-term incentive.
On February 2, 2026, the Compensation Committee approved supplemental awards for NEOs, including 29,314 RSUs and 213,574 options at $60.00 for CEO Michael J. Smith.
The Board adopted a 2026 Inducement Stock Plan reserving 2,000,000 shares of common stock for new hires.
Freshpet appointed John O'Connor, formerly a Senior Vice President at Zoetis, as Chief Financial Officer effective February 9, 2026, replacing Ivan Garcia, who had been Interim CFO since October 2025. The company also reaffirmed its fiscal 2025 guidance from November 3, 2025, and said it will report fourth quarter and full year 2025 results on February 23, 2026.
O'Connor's base salary is $525,000, with a target annual bonus of at least 70% of salary and a long-term equity incentive target of at least 150% of salary.
He receives an inducement grant of restricted stock units covering 7,500 shares, vesting in equal installments over the first three anniversaries of the effective date.
Ivan Garcia steps down as Interim CFO and continues as Senior Vice President, Finance.
Freshpet reaffirmed its fiscal 2025 guidance and will report fourth quarter and full year 2025 results on February 23, 2026.
Fortive reported fourth-quarter 2025 revenue of $1.12 billion, up 4.6% year over year, and adjusted diluted EPS of $0.90, up 12.5%. For the full year, adjusted diluted EPS of $2.71 exceeded the high end of its guidance range, and the company initiated 2026 adjusted EPS guidance of $2.90 to $3.00. Shareholders also benefit from roughly $1.3 billion of share repurchases in the second half of 2025, which the company says reduced diluted shares outstanding by about 8%.
Q4 2025 revenue $1.12 billion, up 4.6%; core revenue up 3.3%
Q4 2025 GAAP diluted EPS $0.60, up 7.1%; adjusted diluted EPS $0.90, up 12.5%
FY 2025 adjusted diluted EPS $2.71, up 12%, above the high end of guidance
FY 2026 adjusted diluted EPS guidance of $2.90 to $3.00
Texas Instruments agreed to acquire Silicon Labs for $231.00 per share in an all-cash deal with a total enterprise value of about $7.5 billion, which both boards unanimously approved. Texas Instruments expects the deal to be accretive to its earnings per share, excluding transaction-related costs, in the first full year after closing, and to generate about $450 million in annual manufacturing and operational synergies within three years of closing. The transaction is expected to close in the first half of 2027, subject to Silicon Labs stockholder approval and regulatory approvals.
Silicon Labs stockholders will receive $231.00 in cash per share; total enterprise value is about $7.5 billion
Texas Instruments expects to fund the deal with cash on hand and debt financing arranged before closing; no financing contingency
Expected synergies of about $450 million a year within three years post-close; accretive to EPS in the first full year, excluding transaction costs
Expected closing in the first half of 2027, subject to regulatory approvals and Silicon Labs stockholder approval
Flex reported third-quarter fiscal 2026 results for the period ended December 31, 2025, with net sales of $7.1 billion, up 8% from a year earlier. GAAP earnings per share fell to $0.64 from $0.67, while adjusted EPS rose to $0.87 from $0.77, and the company raised its full-year net sales and adjusted EPS guidance.
Q3 net sales were $7.1 billion, up 8%; GAAP net income was $239 million versus $263 million a year earlier.
Q3 GAAP EPS was $0.64 versus $0.67; adjusted EPS was $0.87 versus $0.77.
Fiscal 2026 net sales guidance was raised to $27.2 billion to $27.5 billion from $26.7 billion to $27.3 billion.
Fiscal 2026 adjusted EPS guidance was raised to $3.21 to $3.27 from $3.09 to $3.17.
Silicon Labs reported fourth-quarter revenue of $208 million, up 25% year over year, and a GAAP diluted loss of $(0.08) per share, compared with $(0.73) a year earlier. For fiscal 2025, revenue was $785 million, up 34%, and the company posted a GAAP diluted loss of $(1.98) per share. Because of the separately announced pending acquisition by Texas Instruments, the company cancelled its February 10, 2026 earnings call and suspended forward-looking guidance.
Q4 2025 revenue was $208 million, up 25%; Industrial & Commercial revenue rose 37% to $122 million and Home & Life rose 12% to $87 million.
Q4 GAAP diluted loss per share was $(0.08) versus $(0.73) in Q4 2024; non-GAAP diluted earnings per share were $0.56.
Full-year 2025 revenue was $785 million, up 34%; full-year GAAP diluted loss per share was $(1.98) and non-GAAP diluted earnings per share were $0.92.
The February 10, 2026 earnings call was cancelled and forward-looking guidance has been suspended due to the pending acquisition by Texas Instruments.
Silicon Labs agreed to merge with Texas Instruments, which will acquire it for $231.00 per share in cash, a total enterprise value of about $7.5 billion. The Silicon Labs board unanimously approved the deal and recommends that stockholders adopt the merger agreement, and the closing is expected in the first half of 2027 subject to stockholder and regulatory approvals.
Merger consideration of $231.00 in cash per share, with a total enterprise value of about $7.5 billion
Expected close in the first half of 2027, subject to stockholder approval and regulatory approvals
Either party may terminate if the merger is not completed by February 4, 2027, extendable to February 4, 2028 in certain regulatory cases
Texas Instruments expects about $450 million of annual manufacturing and operational synergies within three years after closing
Johnson Controls reported fiscal first-quarter 2026 results for the three months ended December 31, 2025, with sales up 7% to $5.8 billion and diluted GAAP EPS from continuing operations of $0.90, compared with $0.55 a year earlier. The company raised its fiscal 2026 adjusted EPS guidance to about $4.70 from about $4.55, which points to a higher earnings outlook for shareholders.
Q1 sales rose 7% to $5.8 billion; organic sales rose 6%.
Diluted GAAP EPS from continuing operations was $0.90 versus $0.55; adjusted EPS was $0.89.
Fiscal 2026 adjusted EPS guidance raised to about $4.70 from about $4.55; fiscal Q2 adjusted EPS guidance is about $1.11.
Q1 orders rose 39% organically, and backlog reached $18.2 billion, up 20% organically.
Performance Food Group reported fiscal second-quarter 2026 net sales of $16.4 billion, up 5.2%, and net income of $61.7 million, up 45.5%. The company lowered its full-year fiscal 2026 net sales and Adjusted EBITDA ranges, citing a refined outlook, while Adjusted Diluted EPS was flat at $0.98 for the quarter.
Q2 fiscal 2026 net sales rose 5.2% to $16.4 billion; diluted EPS was $0.39 versus $0.27 a year earlier.
Adjusted Diluted EPS remained flat at $0.98; Adjusted EBITDA rose 6.7% to $451.2 million.
Full-year fiscal 2026 Adjusted EBITDA outlook lowered to $1.875 billion to $1.975 billion from $1.9 billion to $2.0 billion.
Full-year net sales outlook lowered to $67.25 billion to $68.25 billion from $67.5 billion to $68.5 billion.
Uber reported fourth-quarter 2025 revenue of $14.4 billion, up 20% year over year, and GAAP income from operations of $1.8 billion, up 130%. GAAP net income fell 96% to $296 million because of a $1.6 billion pre-tax headwind from revaluations of equity investments. CFO Prashanth Mahendra-Rajah will step down on February 16, 2026, and Balaji Krishnamurthy will succeed him as CFO.
Q4 2025 Gross Bookings were $54.1 billion, up 22% year over year, and free cash flow was $2.8 billion.
GAAP net income was $296 million, or $0.14 diluted EPS, versus $6.9 billion a year earlier, which included a $6.4 billion tax valuation release.
Q1 2026 outlook: Gross Bookings of $52.0 billion to $53.5 billion and non-GAAP EPS of $0.65 to $0.72.
Krishnamurthy's CFO pay includes a $600,000 base salary, RSU awards of $9,375,000, option awards of $3,125,000 and a one-time RSU award of $5,000,000.
Kennametal reported fiscal 2026 second-quarter sales of $530 million, up 10 percent, and GAAP diluted EPS of $0.44 versus $0.23 a year earlier. The company raised its annual sales and adjusted EPS outlook, with annual adjusted EPS now expected at $2.05 to $2.45, though year-to-date operating cash flow and free operating cash flow declined.
Q2 sales $530 million vs $482 million prior year; operating income $53 million vs $32 million
Diluted EPS $0.44 vs $0.23; adjusted EPS $0.47 vs $0.25 prior year
Annual outlook: sales $2.190 to $2.250 billion; adjusted EPS $2.05 to $2.45
Six-month operating cash flow $73 million vs $101 million; free operating cash flow $38 million vs $57 million
Cencora reported fiscal first-quarter 2026 revenue of $85.9 billion, up 5.5% year over year, with GAAP diluted EPS of $2.87 (up 14.8%) and adjusted diluted EPS of $4.08 (up 9.4%). The company raised its adjusted operating income growth guidance to 11.5% to 13.5% and reaffirmed adjusted diluted EPS guidance of $17.45 to $17.75, citing the OneOncology acquisition and U.S. Healthcare Solutions performance.
Revenue of $85.9 billion for the quarter ended December 31, 2025, up 5.5% year over year
GAAP diluted EPS of $2.87 versus $2.50 a year earlier; adjusted diluted EPS of $4.08 versus $3.73
Adjusted operating income growth guidance raised to 11.5% to 13.5% from 8% to 10%; adjusted diluted EPS guidance reaffirmed at $17.45 to $17.75
OneOncology majority stake acquired February 2, 2026 for approximately $4.6 billion in cash, funded with new debt
Bunge reported fourth-quarter and full-year 2025 results on February 4, 2026. Net sales rose to $23.8 billion in the quarter from $13.5 billion a year earlier, but GAAP diluted EPS fell to $0.49 from $4.36, and net income attributable to Bunge fell to $95 million from $602 million. The company also expects 2026 adjusted EPS of $7.50 to $8.00.
Q4 2025 GAAP diluted EPS was $0.49 vs. $4.36 a year earlier; adjusted EPS was $1.99 vs. $2.13
Full-year 2025 GAAP diluted EPS was $4.93 vs. $7.99; adjusted EPS was $7.57 vs. $9.19
Full-year 2025 net sales were $70.3 billion vs. $53.1 billion, and net income attributable to Bunge was $816 million vs. $1.14 billion
2026 outlook: adjusted EPS of $7.50 to $8.00; Investor Day scheduled for March 10
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