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).
Dorian LPG reported results for the three months ended December 31, 2025, with revenues of $120.0 million, up 48.7% from a year earlier, and net income of $47.2 million, or $1.11 per diluted share, versus $0.50 a year earlier. The company also declared an irregular dividend of $0.70 per share, about $29.9 million in total, payable February 24, 2026.
Revenues were $120.0 million, up $39.3 million from $80.7 million, driven by higher average time charter equivalent rates and more available days.
Net income was $47.2 million, or $1.11 per diluted share, compared with $21.4 million, or $0.50 per diluted share, a year earlier.
Time charter equivalent rate per available day was $50,333, up 39.5% from $36,071.
The irregular dividend of about $29.9 million, or $0.70 per share, is payable on or about February 24, 2026, to shareholders of record as of February 9, 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%.
Standex reported fiscal second-quarter 2026 results for the period ended December 31, 2025, with net sales up 16.6% year over year to $221.3 million and adjusted diluted EPS up 8.9% to $2.08. GAAP diluted EPS was $0.17, reflecting a $17.98 million change in redeemable noncontrolling interest to redemption value. The company reiterated its fiscal 2026 outlook for sales growth of over $110 million.
Net sales rose 16.6% to $221.3 million; organic growth was 6.4%, and Electronics grew 11.1% organically
Adjusted diluted EPS was $2.08 versus $1.91 a year earlier; GAAP diluted EPS was $0.17 versus $0.07
Change of redeemable noncontrolling interest to redemption value was $17,979 thousand, which reduced GAAP net income attributable to Standex to $2.1 million
Fiscal 2026 sales outlook reiterated: revenue growth of over $110 million, with sales from fast growth markets expected to exceed $270 million
First Industrial reported fourth-quarter 2025 diluted EPS of $0.59, up from $0.52, and FFO of $0.77 per share/unit, up from $0.71, and raised its quarterly dividend 12.4% to $0.50 per share. It also initiated 2026 NAREIT FFO guidance of $3.09 to $3.19 per share/unit. Full-year 2025 EPS fell to $1.87 from $2.17, and gains on sale of real estate were $26.9 million for 2025 versus $112.0 million for 2024.
Q4 2025 diluted EPS $0.59 vs $0.52 a year earlier; FFO $0.77 per share/unit vs $0.71
Full-year 2025 FFO $2.96 per share/unit, up 11.7% from $2.65 in 2024; full-year EPS $1.87 vs $2.17
Quarterly dividend raised 12.4% to $0.50 per share/unit, payable April 20, 2026
2026 NAREIT FFO guidance initiated at $3.09 to $3.19 per share/unit, about 6% growth at the midpoint
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
Victory Capital reported fourth-quarter 2025 revenue of $374.1 million, up 61.0% from a year earlier, and GAAP net income of $112.8 million, or $1.32 per diluted share, up from $1.17. Full-year 2025 GAAP diluted EPS was $4.08, down from $4.38 in 2024, and the company recorded $2.1 billion of long-term net outflows in the quarter, so shareholders face mixed signals from the period.
Q4 2025 revenue $374.1 million, up 61.0% year over year and 3.6% from Q3 2025
Q4 GAAP operating margin 40.9%, down from 48.1% a year earlier
Q4 long-term net outflows of $2.1 billion; total AUM $313.8 billion at December 31, 2025
Board approved a regular quarterly cash dividend of $0.49 per share, payable March 25, 2026
WEX reported fourth-quarter and full-year 2025 results on February 4, 2026. Q4 revenue rose 5.7% to $672.9 million and GAAP diluted EPS rose to $2.41 from $1.60, while full-year revenue grew 1.2% to $2.66 billion and full-year adjusted EPS rose 5.4% to $16.10. The company guided 2026 full-year adjusted EPS to $17.25 to $17.85, above the 2025 level, but Q4 operating cash flow fell to $294.7 million from $638.4 million.
Q4 2025 revenue of $672.9 million, up 5.7%; Q4 adjusted net income of $143.7 million, or $4.11 per diluted share, up 15.1%
Full-year 2025 GAAP net income of $304.1 million, down from $309.6 million; diluted EPS of $8.47 versus $7.50
Q1 2026 guidance: revenue of $650 million to $670 million and adjusted EPS of $3.80 to $4.00
Full-year 2026 guidance: revenue of $2.70 billion to $2.76 billion and adjusted EPS of $17.25 to $17.85
O'Reilly Automotive reported fourth-quarter 2025 sales of $4.41 billion, up 8%, and diluted earnings per share of $0.71, up 13%. The company also issued 2026 guidance calling for diluted EPS of $3.10 to $3.20 and total revenue of $18.7 billion to $19.0 billion, both above 2025 levels, for shareholders evaluating the year ahead.
Q4 2025 sales rose $319 million, or 8%, to $4.41 billion; comparable store sales grew 5.6%
Q4 2025 operating income rose 12% to $829 million; diluted EPS was $0.71 versus $0.63 a year earlier
Full-year 2026 guidance: diluted EPS $3.10 to $3.20 and total revenue $18.7 billion to $19.0 billion
CEO Brad Beckham said SG&A again exceeded company expectations in Q4 due to health care and casualty claim cost inflation
STERIS reported fiscal 2026 third-quarter results for the quarter ended December 31, 2025, with revenue up 9% to $1.5 billion and diluted EPS from continuing operations of $1.96, compared with $1.75 a year earlier. The company kept its fiscal 2026 adjusted EPS outlook of $10.15 to $10.30, but raised its estimate of the tariff hit to pre-tax profit to approximately $55 million from approximately $45 million.
Q3 revenue from continuing operations was $1,496.2 million, up from $1,370.6 million; constant currency organic growth was 8%.
Q3 diluted EPS from continuing operations was $1.96 versus $1.75; adjusted EPS was $2.53 versus $2.32.
Fiscal 2026 outlook was maintained: adjusted EPS of $10.15 to $10.30 and revenue growth of 8% to 9%.
Estimated tariff impact on pre-tax profit rose to approximately $55 million from approximately $45 million.
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.
Black Hills Corp. reported fourth-quarter 2025 GAAP EPS of $1.39 and adjusted EPS of $1.41, up from $1.37 in the year-earlier quarter, and full-year 2025 adjusted EPS of $4.10, up from $3.91. The company initiated 2026 adjusted EPS guidance of $4.25 to $4.45, which excludes the pending merger with NorthWestern Energy expected to close in the second half of 2026.
Q4 2025 revenue was $635.5 million, up from $597.1 million; full-year revenue was $2.31 billion, up from $2.13 billion.
Full-year 2025 GAAP EPS was $3.98 and adjusted EPS was $4.10, which excludes $0.12 of merger-related costs.
2026 adjusted EPS guidance of $4.25 to $4.45 reflects 6% growth over 2025, assuming normal weather and excluding merger-related costs.
Shareholders vote on the NorthWestern merger at special meetings scheduled for April 2, 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.
Stewart Information Services reported fourth-quarter 2025 net income attributable to Stewart of $36.3 million, or $1.25 per diluted share, up from $22.7 million, or $0.80 per diluted share, a year earlier. Total revenues rose 19% to $790.6 million, and full-year 2025 net income was $115.5 million, or $4.05 per diluted share, compared with $73.3 million, or $2.61, in 2024.
Q4 2025 total revenues of $790.6 million, compared with $665.9 million in Q4 2024.
Q4 2025 diluted EPS of $1.25 versus $0.80; adjusted diluted EPS of $1.65 versus $1.12 (non-GAAP).
Full-year 2025 net income of $115.5 million and diluted EPS of $4.05, versus $73.3 million and $2.61 in 2024.
Q4 2025 results included $3.8 million of pretax net realized and unrealized losses, mainly in the title segment.
Monarch Casino & Resort reported fourth-quarter 2025 net revenue of $140.0 million, up 4.1% from a year earlier, and net income of $22.9 million, compared with $4.2 million in the prior-year quarter. The prior-year figure included a $27.6 million accrued loss on a construction litigation judgment, and the 2025 quarter included $7.0 million of litigation-related charges. The Board also declared a $0.30 per share dividend, part of an annual dividend of $1.20 per share, which shareholders should note when weighing the company's capital returns.
Q4 net revenue $140.0 million vs. $134.5 million; full-year net revenue $545.1 million vs. $522.2 million (up 4.4%).
Q4 diluted EPS $1.25 vs. $0.22; full-year diluted EPS $5.43 vs. $3.84.
Q4 included $7.0 million ($0.30 per diluted share) of litigation-related charges; Adjusted EBITDA rose 9.6% to $51.8 million.
Dividend of $0.30 per share payable March 16, 2026, to stockholders of record on March 2, 2026.
Everest reported fourth-quarter 2025 net income of $446 million, or $10.77 per diluted share, compared with a net loss of $593 million in the same quarter of 2024. For the full year, net income was $1.6 billion and net operating income was $1.9 billion, and the company repurchased $397 million of its common shares during the quarter.
Q4 2025 net operating income of $549 million, or $13.26 per diluted share, versus a net operating loss of $780 million in Q4 2024
Q4 2025 combined ratio of 98.4%, versus 135.5% in Q4 2024; gross written premium of $4.3 billion fell 8.6% on a comparable basis
Paid $122 million in premium consideration for the second layer of the Adverse Development Cover; recognized a $127.3 million pre-tax benefit from the sale of commercial retail renewal rights to AIG
Omega Healthcare reported fourth quarter and full year 2025 results in a February 4, 2026 press release filed under Form 8-K. Net income and AFFO per diluted share both rose from a year earlier, and full-year 2025 AFFO was $3.10 per diluted share versus $2.87 in 2024. The company also guided to 2026 AFFO of $3.15 to $3.25 per diluted share, which shareholders can compare with the 2025 figure.
Q4 2025 net income was $172 million, or $0.55 per diluted share, versus $116 million, or $0.41, in Q4 2024.
Q4 2025 AFFO was $250 million, or $0.80 per diluted share, versus $0.74 in Q4 2024.
2026 AFFO guidance is $3.15 to $3.25 per diluted share; the board declared a $0.67 quarterly dividend on January 29, 2026, payable February 17, 2026.
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.
Crown Holdings reported fourth-quarter 2025 net sales of $3,127 million, up from $2,903 million a year earlier, and adjusted diluted EPS of $1.74, up 9% from $1.59. Reported diluted EPS fell to $1.31 from $3.02, mainly because 2024 included a $275 million gain on the Eviosys equity investment sale. The company expects 2026 adjusted diluted EPS of $7.90 to $8.30 and adjusted free cash flow of approximately $900 million.
Q4 2025 net sales were $3,127 million, up from $2,903 million; segment income was $420 million, down from $428 million.
Full-year 2025 adjusted diluted EPS was $7.79, up 22% from $6.41; reported diluted EPS was $6.38 versus $3.55.
2026 outlook: adjusted diluted EPS of $7.90 to $8.30, adjusted free cash flow of approximately $900 million, and first-quarter adjusted EPS of $1.70 to $1.80.
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.
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
Ensign Group reported fourth-quarter and full-year 2025 results on February 4, 2026, with GAAP diluted earnings per share of $1.61 for the quarter (up 18.4%) and $5.84 for the year (up 14.1%). The company also issued 2026 guidance of $7.41 to $7.61 per diluted share and revenue of $5.77 billion to $5.84 billion, which shareholders can compare with the 2025 results.
Q4 2025 GAAP diluted EPS was $1.61 and adjusted diluted EPS was $1.82, up 22.1% from the prior-year quarter.
Full-year 2025 total revenue was $5.06 billion, up 18.7%, and GAAP net income attributable to the company was $344.0 million.
2026 guidance: diluted EPS of $7.41 to $7.61 and revenue of $5.77 billion to $5.84 billion; the midpoint EPS is 14.3% above 2025 results.
Cash on hand was $503.9 million and available line-of-credit capacity was $591.6 million at year end.
SiTime reported fourth-quarter 2025 revenue of $113.3 million, up 66% from a year earlier and 36% from the prior quarter, and GAAP net income of $9.2 million, or $0.34 per diluted share, compared with a GAAP net loss of $18.8 million a year earlier. For fiscal 2025, revenue rose 61% to $326.7 million, but the company still posted a GAAP net loss of $42.9 million, or $1.72 per share. The company said it would discuss its business outlook on its conference call, so no guidance is stated in the release itself.
Q4 2025 GAAP net income was $9.2 million, or $0.34 per diluted share, versus a GAAP net loss of $18.8 million in Q4 2024.
Q4 2025 non-GAAP net income was $41.3 million, or $1.53 per diluted share; Q4 non-GAAP gross margin was 61.2%.
Fiscal 2025 GAAP net loss was $42.9 million, or $1.72 per share, while non-GAAP net income was $82.6 million, or $3.20 per diluted share.
Cash, cash equivalents and short-term investments totaled $808.4 million on December 31, 2025.
EastGroup reported fourth-quarter 2025 diluted EPS of $1.27, up from $1.16, and FFO excluding gain on involuntary conversion and business interruption claims of $2.34 per share, up 8.8% from $2.15. The company also projected 2026 diluted EPS of $4.93 to $5.13 and FFO per share of $9.40 to $9.60, against 2025 FFO of $8.98 per share.
Q4 2025 diluted EPS was $1.27 versus $1.16 a year earlier; same-property NOI, excluding lease termination income, rose 8.5% on a straight-line basis
Full-year 2025 FFO per share was $8.98, up 7.5%; FFO excluding certain claims was $8.95, up 7.7%
2026 guidance: EPS $4.93 to $5.13 and FFO per share $9.40 to $9.60; the company expects about $4.0 million of executive transition costs in G&A
Quarterly dividend was raised by $0.15 to $1.55 per share, a 10.7% increase; the company sold no equity under its offering program in Q4 2025
Boot Barn reported fiscal third-quarter 2026 results for the quarter ended December 27, 2025, with net sales up 16.0% and net income of $85.8 million, or $2.79 per diluted share, versus $2.43 a year earlier. The company also updated its fiscal 2026 outlook, now expecting net income per diluted share of $7.25 to $7.35 for the year and $1.35 to $1.45 for the fourth quarter.
Net sales rose 16.0% to $705.6 million; consolidated same store sales rose 5.7%, with e-commerce same store sales up 19.6%.
Net income was $85.8 million, or $2.79 per diluted share, compared with $75.1 million, or $2.43, a year earlier.
Full-year fiscal 2026 guidance: sales of $2.24 billion to $2.25 billion and diluted EPS of $7.25 to $7.35; fourth-quarter diluted EPS guidance of $1.35 to $1.45.
Digi International reported first-quarter fiscal 2026 revenue of $122 million, up 18%, with net income of $12 million, up 16%, and diluted earnings of $0.31 per share, up from $0.27. The company also gave second-quarter revenue guidance of $124 million to $128 million and fiscal 2026 revenue growth of 14% to 18%, which includes the recently acquired Particle business.
Revenue was $122 million, up 18% from $103.9 million a year earlier; net income was $12 million, up 16%.
Diluted earnings per share were $0.31, compared with $0.27; adjusted net income per diluted share was $0.56, up 24%, after the company began including interest expense in that measure.
Guidance: second-quarter revenue of $124 million to $128 million; fiscal 2026 revenue growth of 14% to 18%.
Operating cash flow was $36 million, versus $30 million a year earlier; debt was reduced to $135 million as of December 31, 2025.
Kulicke and Soffa reported first fiscal quarter 2026 results for the quarter ended January 3, 2026, with net revenue of $199.6 million and GAAP net income of $16.8 million, or $0.32 per diluted share. The year-earlier GAAP results included a $76.0 million gain relating to cessation of business, which weighs on the year-over-year comparison, while non-GAAP diluted EPS rose to $0.44 from $0.37. The company expects second-quarter fiscal 2026 net revenue of about $230 million, though operating activities used $8.9 million of cash in the quarter.
Net revenue of $199.6 million, up from $166.1 million a year earlier and $177.6 million in fiscal Q4 2025.
GAAP diluted EPS of $0.32, down from $1.51 a year earlier, when results included a $76.0 million gain relating to cessation of business.
Non-GAAP diluted EPS of $0.44, up from $0.37 a year earlier.
Second-quarter fiscal 2026 outlook: net revenue about $230 million (+/- $10 million), GAAP diluted EPS about $0.53 and non-GAAP diluted EPS about $0.67.
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.
TTM Technologies reported fourth quarter 2025 net sales of $774.3 million, up 19% from a year earlier, and GAAP net income of $50.7 million, or $0.48 per diluted share, compared with $5.2 million a year earlier, a period that included a $32.6 million goodwill impairment. The company also gave first quarter 2026 guidance of $770 million to $810 million in net sales and non-GAAP earnings of $0.64 to $0.70 per diluted share, and expects fiscal 2026 net sales to grow 15% to 20%.
Q4 2025 non-GAAP net income of $74.8 million, or $0.70 per diluted share, versus $0.49 a year earlier; the company describes this as an all-time quarterly record high
Full-year 2025 net sales of $2.9 billion, up 19.0% from $2.4 billion in 2024; GAAP net income of $177.4 million, or $1.68 per diluted share
Q1 2026 guidance: net sales of $770 million to $810 million and non-GAAP EPS of $0.64 to $0.70
Coherent reported fiscal second-quarter 2026 results for the quarter ended December 31, 2025, with revenue of $1.69 billion, up 17% from a year earlier, and GAAP diluted EPS of $0.76, up 71%. The company also gave third-quarter fiscal 2026 guidance of $1.70 billion to $1.84 billion in revenue and non-GAAP EPS of $1.28 to $1.48, and said it closed the sale of its Munich materials-processing tools business at the end of January.
Q2 revenue of $1.69 billion, up 17% year over year and up 22% on a pro forma basis adjusted for the sale of the aerospace and defense business
Q2 GAAP diluted EPS of $0.76, up 71%; non-GAAP diluted EPS of $1.29, up 35%
Q3 fiscal 2026 outlook: revenue of $1.70 billion to $1.84 billion; non-GAAP EPS of $1.28 to $1.48
Industrial segment revenue of $477.6 million in Q2, down from $530.1 million a year earlier; Datacenter & Communications revenue rose to $1.21 billion from $904.6 million
Align Technology reported record fourth-quarter 2025 revenue of $1,047.6 million, up 5.3% from a year earlier, and GAAP net income of $135.8 million, or $1.89 per diluted share, compared with $1.39 a year earlier. The company also gave fiscal 2026 guidance, calling for worldwide revenue growth of 3% to 4% and a GAAP operating margin slightly below 18.0%.
Q4 2025 revenue was $1,047.6 million, up 5.3% year-over-year; Clear Aligner volume was a record 676.9 thousand cases, up 7.7%.
Q4 GAAP net income was $135.8 million, or $1.89 per diluted share, versus $1.39 a year earlier; non-GAAP diluted EPS was $3.29.
Q4 included $67.5 million of restructuring and accelerated depreciation charges.
For 2026, the company expects worldwide revenue growth of 3% to 4% and Q1 2026 revenue of $1,010 million to $1,030 million.
FormFactor reported fourth-quarter fiscal 2025 revenue of $215.2 million, up 13.6% from a year earlier, with GAAP diluted earnings per share of $0.29 versus $0.12. The company also guided first-quarter 2026 revenue to $225 million, plus or minus $5 million, and non-GAAP diluted EPS to $0.45, plus or minus $0.04, which shareholders can compare with the quarter just reported.
Q4 fiscal 2025 revenue was $215.2 million, up 6.2% from the prior quarter and 13.6% from a year earlier.
GAAP net income was $23.2 million, or $0.29 per diluted share; non-GAAP net income was $36.6 million, or $0.46 per diluted share.
Fiscal 2025 revenue was a record $785.0 million, up 2.8%, while fiscal 2025 GAAP net income fell to $54.4 million from $69.6 million.
For the quarter ending March 29, 2026, the company expects revenue of $225 million +/- $5 million and non-GAAP diluted EPS of $0.45 +/- $0.04.
Alphabet reported fourth-quarter 2025 revenue of $113.8 billion, up 18%, with net income up 30% to $34.5 billion and diluted EPS of $2.82, up 31%. Operating income rose 16%, but results included a $2.1 billion employee compensation charge for Waymo. The company said its 2026 capital expenditures are anticipated to be in the range of $175 billion to $185 billion.
Google Cloud revenue rose 48% to $17.7 billion; Google Services revenue rose 14% to $95.9 billion.
Operating income rose 16% and operating margin was 31.6%, including a $2.1 billion Waymo employee compensation charge.
Management anticipates 2026 capital expenditures of $175 billion to $185 billion.
Board declared a quarterly dividend of $0.21 per share, payable March 16, 2026 to holders of record as of March 9, 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
Vishay Intertechnology reported fourth-quarter and full-year 2025 results and gave a first-quarter 2026 revenue outlook of $800 million to $830 million. Q4 revenue of $800.9 million compared with $714.7 million a year earlier, and GAAP EPS was $0.01 versus a loss of $0.49 per share, which included a goodwill impairment. The company still posted a full-year 2025 net loss of $9.0 million, though that was smaller than the $31.2 million loss in 2024.
Q4 2025 revenue $800.9 million, up from $714.7 million in Q4 2024 and $790.6 million in Q3 2025
Q4 2025 gross margin 19.6%, including a negative impact of about 130 basis points related to Newport
Full-year 2025 revenue $3.07 billion versus $2.94 billion in 2024; full-year GAAP diluted loss of $0.07 per share versus $0.23
1Q 2026 outlook: revenue of $800 million to $830 million and gross margin of 19.9% +/- 50 basis points
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.
On February 4, 2026, CME Group reported fourth-quarter and full-year 2025 results, with full-year revenue of $6.5 billion and operating income of $4.2 billion. Full-year GAAP diluted earnings per share were $11.16, up from $9.67 in 2024, and the company said it was the fourth consecutive year of record annual revenue and adjusted earnings per share.
Fourth-quarter 2025 revenue was $1.6 billion, compared with $1.5 billion in the fourth quarter of 2024.
Fourth-quarter 2025 GAAP diluted EPS was $3.24 versus $2.40; adjusted diluted EPS was $2.77 versus $2.52.
Full-year 2025 adjusted diluted EPS was $11.20 versus $10.26 in 2024.
Record 2025 average daily volume of 28.1 million contracts; Q4 ADV was 27.4 million contracts, up 7% from Q4 2024.
CDW reported fourth quarter 2025 net sales of $5.5 billion, up 6.3% from a year earlier, and GAAP diluted earnings per share of $2.14, up 8.8%. Full-year 2025 net sales rose 6.8% to $22.4 billion, while full-year net income fell 1.0% to $1.07 billion, and the company also declared a quarterly dividend of $0.630 per share.
Q4 2025 net sales were $5,511 million, up 6.3% from $5,186 million in Q4 2024; Public segment sales rose 8.7%
Q4 2025 GAAP diluted EPS was $2.14 versus $1.97; non-GAAP diluted EPS was $2.57 versus $2.48
Full-year 2025 net sales were $22,424 million, up 6.8%; full-year net income was $1,067 million, down 1.0%
Board declared a quarterly cash dividend of $0.630 per share, payable March 10, 2026 to holders of record as of February 25, 2026
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
Eli Lilly reported fourth-quarter 2025 revenue of $19.3 billion, up 43% from a year earlier, with reported EPS of $7.39, up 51%. The company also issued full-year 2026 guidance of $80 billion to $83 billion in revenue and non-GAAP EPS of $33.50 to $35.00, which gives shareholders a baseline for the coming year.
Q4 2025 revenue was $19.3 billion, up 43%, led by Mounjaro and Zepbound volume growth
Q4 2025 reported EPS was $7.39 (up 51%); non-GAAP EPS was $7.54 (up 42%), both including $0.52 of acquired IPR&D charges
2026 guidance: revenue of $80 billion to $83 billion and non-GAAP EPS of $33.50 to $35.00, assuming about 894 million shares outstanding
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.
Yum! Brands reported fourth-quarter and full-year 2025 results, with GAAP diluted EPS of $1.91 for the quarter (up from $1.49) and $5.55 for the year (up from $5.22). Excluding Special Items, full-year EPS rose 10% to $6.05, and total revenues grew 9% to $8.214 billion. The board also raised the quarterly dividend to $0.75 per share, and management said it has begun a review of strategic options for the Pizza Hut brand.
Q4 2025 GAAP diluted EPS $1.91 vs. $1.49 a year earlier; EPS excluding Special Items $1.73 vs. $1.61
Full-year 2025 GAAP diluted EPS $5.55 vs. $5.22; EPS excluding Special Items $6.05 vs. $5.48, up 10%
Full-year total revenues $8,214 million vs. $7,549 million; Q4 total revenues $2,514 million vs. $2,362 million
Quarterly dividend of $0.75 per share, up 6%, payable March 6, 2026 to holders of record on February 20, 2026
The New York Times Company reported fourth-quarter 2025 total revenues of $802.3 million, up 10.4% from a year earlier, and diluted EPS of $0.79 versus $0.75. Operating profit rose 10.2% to $161.6 million, and full-year 2025 free cash flow was $550.5 million compared with $381.3 million in 2024. The company also declared a $0.23 quarterly dividend, up $0.05, and guided first-quarter 2026 digital-only subscription revenues to rise 14% to 17%.
Digital-only subscribers rose by about 450,000 in the fourth quarter to 12.21 million; total subscribers reached 12.78 million.
Digital advertising revenues rose 24.9% to $147.2 million; digital-only ARPU rose 0.7% to $9.72.
Operating profit margin was 20.1%, down about 10 basis points year over year, and adjusted operating costs rose 9.7%.
First-quarter 2026 guidance calls for adjusted operating costs to increase 8% to 9% compared with first-quarter 2025.
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
Evercore reported record fourth-quarter 2025 net revenues of $1.3 billion, up 32% from a year earlier, with U.S. GAAP net income attributable to the firm of $204.0 million and diluted EPS of $4.76. For the full year, net revenues reached $3.9 billion, up 29%, and the board declared a quarterly dividend of $0.84 per share payable March 13, 2026.
Q4 2025 U.S. GAAP net revenues $1.3 billion vs. $975.3 million in Q4 2024; Advisory Fees rose 33%
Q4 2025 U.S. GAAP operating income $312.2 million, up 47%; operating margin 24.2% vs. 21.8%
Full year 2025 U.S. GAAP net income attributable to Evercore $591.9 million vs. $378.3 million; diluted EPS $14.05 vs. $9.08
Christine Varney appointed to the Board of Directors effective March 1, 2026; $812.4 million returned to shareholders in 2025
Cognizant reported fourth-quarter and full-year 2025 results on February 4, 2026, with revenue and profit up year over year. The company also issued 2026 guidance, forecasting revenue of $22.14 billion to $22.66 billion and adjusted diluted EPS of $5.56 to $5.70.
Q4 2025 revenue was $5.3 billion, up 4.9% year over year; Q4 GAAP diluted EPS was $1.34, up from $1.10.
Full-year 2025 revenue was $21.1 billion, up 7.0%; adjusted diluted EPS was $5.28, up 11%; GAAP diluted EPS was $4.56, up 1%, including a one-time non-cash income tax charge of $0.80.
2026 guidance: revenue of $22.14 billion to $22.66 billion and adjusted diluted EPS of $5.56 to $5.70.
The quarterly cash dividend was raised 6.5% to $0.33 per share, and the company expects to return $1.6 billion to shareholders in 2026.
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
Bio-Techne reported fiscal second-quarter results for the three months ended December 31, 2025, with revenue flat at $295.9 million and GAAP operating income up 15% to $54.5 million. Adjusted EPS rose to $0.46 from $0.42, and the company also declared an $0.08 per share quarterly dividend.
Revenue was $295.9 million, flat versus the prior year, with foreign currency adding 2% and a held-for-sale business reducing revenue by 2%.
GAAP EPS was $0.24 versus $0.22; adjusted EPS was $0.46 versus $0.42.
Adjusted operating margin was 31.1% versus 30.1%, and GAAP operating income rose to $54.5 million from $47.4 million.
The $0.08 per share dividend is payable February 27, 2026, to shareholders of record on February 16, 2026.
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