1,557 material Form 8-K filings that 1,169 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).
Centene reported fourth-quarter and full-year 2025 results in a February 6, 2026 press release furnished under this 8-K. The full-year GAAP diluted loss of $13.53 per share reflected a $6.7 billion goodwill impairment, while adjusted diluted EPS was $2.08, and the company guided to 2026 adjusted diluted EPS greater than $3.00.
Full-year 2025 premium and service revenues rose 20% to $174.6 billion, and total revenues were $194.8 billion.
Full-year 2025 adjusted diluted EPS was $2.08, compared with $7.17 in 2024; the GAAP loss was driven by the $6.7 billion goodwill impairment.
Fourth-quarter 2025 GAAP diluted loss was $(2.24) per share and adjusted diluted loss was $(1.19) per share; the consolidated HBR was 94.3%.
2026 guidance calls for GAAP diluted EPS greater than $1.98, adjusted diluted EPS greater than $3.00, and total revenues of $186.5 billion to $190.5 billion.
Carlyle reported unaudited fourth-quarter and full-year 2025 results, with Q4 net income attributable to common stockholders up from $211 million a year earlier and full-year figures mixed. Full-year 2025 revenue was $4.78 billion, down from $5.43 billion in 2024, and full-year diluted EPS was $2.18 versus $2.77, while Fee Related Earnings rose 12% to $1.2 billion. The Board also declared a quarterly dividend of $0.35 per share.
Q4 2025 net income attributable to common stockholders was $358 million, or $0.96 per diluted share, versus $211 million, or $0.57, in Q4 2024
FY 2025 net income attributable to common stockholders was $809 million, or $2.18 per diluted share, versus $1.02 billion, or $2.77, in FY 2024
Fee Related Earnings were $290 million in Q4 2025 and $1.2 billion for FY 2025, up 12% from $1.1 billion in FY 2024
Quarterly dividend of $0.35 per common share is payable February 20, 2026, to holders of record on February 16, 2026
Fluor's board appointed Corporate Controller James P. Elliott as Chief Accounting Officer, effective February 4, 2026. The filing reports no related-party transactions and no family or selection arrangements, and it notes standard indemnification and change-in-control agreements.
Board appointed James P. Elliott, age 47, on February 3, 2026, effective February 4, 2026
Elliott has been Corporate Controller since 2025 and previously served as Director, Technical Accounting and Internal Reporting from 2019 to 2025
Company and Elliott will enter into an indemnification agreement and a change in control agreement, both previously filed as forms
KLA Corporation's Board of Directors declared a quarterly cash dividend of $1.90 per share on February 5, 2026. The dividend is payable on March 3, 2026 to stockholders of record at the close of business on February 17, 2026. The filing covers a routine capital return and includes no financial results or guidance.
Quarterly cash dividend of $1.90 per share declared February 5, 2026
Payable March 3, 2026 to holders of record as of February 17, 2026
Filing attaches the February 5, 2026 press release as Exhibit 99.1
Post Holdings reported first-quarter fiscal 2026 net sales of $2.2 billion, up 10.1%, and raised its fiscal 2026 Adjusted EBITDA outlook to $1,550-$1,580 million from $1,500-$1,540 million. GAAP net earnings fell 14.6% to $96.8 million, and the company also board-approved a new $500 million share repurchase authorization and appointed two directors.
Net sales were $2,174.6 million, up 10.1% from $1,974.7 million; Adjusted EBITDA rose 13.1% to $418.2 million.
Net earnings were $96.8 million, down 14.6%; diluted EPS was $1.71 versus $1.78, while Adjusted diluted EPS was $2.13 versus $1.73.
Board approved a $500 million share repurchase authorization effective February 7, 2026, and cancelled the existing authorization effective February 6, 2026; $377.9 million had been repurchased under the existing one as of February 4, 2026.
Michelle M. Atkinson and Jeff A. Zadoks were appointed directors effective March 15, 2026, bringing the Board to nine members.
AptarGroup reported fourth-quarter 2025 results with sales up 14% to $963 million, but reported net income fell 26% to $74 million and reported diluted EPS fell 24% to $1.13. Adjusted EPS was $1.25 versus $1.62 a year earlier, and the company set first-quarter 2026 adjusted EPS guidance of $1.13 to $1.21 while approving a new $600 million share repurchase authorization.
Q4 reported sales rose 14% to $963 million; core sales rose 5%, with all three segments showing core sales growth
Q4 reported diluted EPS was $1.13 versus $1.49 a year earlier; adjusted EPS was $1.25 versus $1.62
Q1 2026 adjusted EPS guidance is $1.13 to $1.21, assuming a 21.0% to 23.0% effective tax rate
Board approved a new authorization to repurchase up to $600 million of common stock; Q4 repurchases totaled $175 million
Hilltop Holdings extended Steve Thompson's employment agreement to December 31, 2028, after it expired on December 31, 2025. Separately, CEO Jeremy Ford told the compensation committee he will not take his 2025 annual cash incentive bonus, citing the say-on-pay vote results at the 2025 annual meeting of stockholders.
Steve Thompson's Second Amendment to Employment Agreement was signed February 2, 2026, effective December 31, 2025, and runs the term to December 31, 2028.
Jeremy B. Ford, Chairman, CEO and President, elected not to receive his 2025 annual cash incentive bonus due to the say-on-pay vote results.
The Board recognized Mr. Ford's decision to forgo the compensation and his commitment to the Company and stockholders.
Kodiak Gas Services agreed to buy Distributed Power Solutions, LLC for about $675 million, paid as $575 million in cash plus 2,401,278 new shares of Kodiak common stock valued at about $100 million. The company expects the deal to close in early April 2026, subject to regulatory approvals, and says it will be immediately accretive to earnings and discretionary cash flow per share. Shareholders would face dilution from the new shares and the deal depends on closing conditions and approvals.
Cash consideration of $575 million at closing, plus 2,401,278 shares of common stock valued at about $100 million
Expected closing in early April 2026, subject to Hart-Scott-Rodino waiting periods and other customary conditions
Outside Date of May 31, 2026; buyer may owe a $37.125 million termination fee in certain cases where sellers terminate for buyer breach
Sellers agreed to a 180-day lock-up on the Kodiak shares received, with exceptions for certain transfers
Ventas reported fourth-quarter and full-year 2025 results that showed higher revenue, net income and per-share measures than a year earlier. The company also gave 2026 per-share guidance above its 2025 results and declared a quarterly dividend of $0.52, an 8% increase.
Q4 2025 total revenues were $1.57 billion, up from $1.29 billion in Q4 2024; Q4 Attributable Net Income per share was $0.15 versus $0.13.
Full-year 2025 Normalized FFO per share was $3.48, up 9% from $3.19; Nareit FFO per share was $3.50, up 11%.
2026 Normalized FFO per share guidance midpoint is $3.83, based on a methodology change that excludes stock-based compensation expense starting in Q1 2026.
Quarterly dividend of $0.52 per share is payable April 16, 2026 to holders of record on March 31, 2026.
Camden Property Trust reported fourth quarter 2025 EPS of $1.44 per diluted share, up from $0.37, and Core FFO of $1.76 per share, up from $1.73. EPS was lifted by a gain of approximately $128.0 million on property sales, and the company also gave initial 2026 Core FFO guidance of $6.60 to $6.90 per share, with a midpoint of $6.75, below the 2025 actual of $6.88.
Q4 2025 EPS was $1.44 per diluted share vs $0.37 in Q4 2024; the quarter included a gain of approximately $128.0 million on sale of operating properties.
Q4 2025 Core FFO was $1.76 per diluted share vs $1.73; same property NOI growth was 0.0% year over year.
2026 Core FFO guidance is $6.60 to $6.90 per share (midpoint $6.75) vs 2025 actual of $6.88; 2026 same property NOI guidance midpoint is (0.50)%.
Board declared a first quarter 2026 dividend of $1.06 per share, payable April 17, 2026 to holders of record as of March 31, 2026.
Viasat reported third-quarter fiscal 2026 results on February 5, 2026. Revenue rose 3% to $1.2 billion and net income of $25 million improved from a net loss of $158 million a year earlier, though Adjusted EBITDA fell 2% to $387 million. Management kept its fiscal 2026 revenue and Adjusted EBITDA outlook, now expects positive fiscal 2026 free cash flow, and said it is still evaluating strategic options, including separating its government and commercial businesses.
Revenue of $1.2 billion, up 3% year over year; net income of $25 million versus a net loss of $158 million in Q3 FY2025
Net income gain was primarily due to higher interest income on the deferral of Ligado's quarterly fees, which were received as part of a lump sum payment
Adjusted EBITDA of $387 million, down 2%; operating cash flow of $307 million and free cash flow of $24 million, both excluding the $420 million Ligado lump sum payment
FY2026 outlook: low single-digit revenue growth and flat Adjusted EBITDA; capital expenditures of $1.0 billion to $1.1 billion; now expects positive free cash flow for FY2026
Mettler-Toledo reported fourth-quarter 2025 reported sales of $1.130 billion, up 8%, and adjusted EPS of $13.36, up 8%. For 2026 it forecasts adjusted EPS of $46.05 to $46.70, up from its prior range of $45.35 to $46.00, while keeping local currency sales growth guidance at about 4%. The company's full-year 2025 adjusted operating profit of $1.193 billion was slightly below the prior year's $1.200 billion.
Q4 2025 reported sales rose 8% to $1.130 billion; local currency sales rose 5%, including a 1% benefit from acquisitions.
Q4 2025 diluted EPS was $13.98 versus $11.96, including a non-cash discrete tax benefit of $0.95 per share; adjusted EPS was $13.36 versus $12.41.
Full-year 2025 reported sales rose 4% to $4.026 billion and adjusted EPS rose 4% to $42.73, while adjusted operating profit fell 1% to $1.193 billion.
2026 adjusted EPS guidance is $46.05 to $46.70 versus the prior $45.35 to $46.00; first-quarter 2026 adjusted EPS is forecast at $8.60 to $8.75.
Toll Brothers amended its $2.35 billion senior unsecured revolving credit agreement and its $650 million term loan agreement on February 5, 2026. The revolver's commitments rose to $2.375 billion and its maturity moved from February 7, 2030 to February 5, 2031, while the term loan's maturity was extended for $548,437,500 of outstanding loans. The amendments also removed the ten basis point SOFR credit spread adjustment, a routine change to borrowing terms that does not alter reported results in the filing.
Revolving credit commitments increased from $2.35 billion to $2.375 billion
Revolver maturity extended from February 7, 2030 to February 5, 2031
$548,437,500 of term loan maturity extended to February 5, 2031; $101,562,500 remains due February 7, 2030
SOFR credit spread adjustment of ten basis points removed from the revolver and substantially all term loans
Unum Group reported fourth-quarter 2025 net income of $174.1 million ($1.04 per diluted share), down from $348.7 million ($1.92 per diluted share) a year earlier, and included an $82.0 million after-tax pension settlement loss. The company forecast 2026 after-tax adjusted operating income of $8.60 to $8.90 per share, which it says represents growth of about 8% to 12% over its redefined 2025 result of $7.93 per share.
Q4 2025 net income was $174.1 million ($1.04 per diluted share), compared with $348.7 million ($1.92 per diluted share) in Q4 2024.
Q4 2025 included an $82.0 million after-tax settlement loss ($0.49 per diluted share) on the U.S. pension plan annuity purchase.
2026 outlook: after-tax adjusted operating income of $8.60 to $8.90 per share, versus a redefined 2025 result of $7.93 per share.
Book value per common share was $67.11 at December 31, 2025, up from $61.38 a year earlier; 2025 shareholder returns totaled about $1.3 billion, including $1.0 billion of share repurchases.
Cathay General Bancorp appointed Lana Chan as a director of the company and Cathay Bank on February 4, 2026. Director Jane Jelenko notified the company she will retire effective April 30, 2026, and the filing says her decision was not due to any disagreement with the company. After these changes the board will have twelve directors, eight of them independent.
Lana Chan appointed director effective February 4, 2026, as a Class I director serving until the 2027 annual meeting
Jane Jelenko to retire from the board effective April 30, 2026; filing states no disagreement with the company
Board will have twelve directors, eight considered independent
Committee assignments for Chan not yet determined; an amended 8-K will be filed if assigned
Coty reported fiscal second-quarter 2026 results, with net revenue up 1% on a reported basis but down 3% like-for-like, and a reported net loss of $126.9 million compared with net income of $20.4 million a year earlier. The company withdrew its prior fiscal 2026 EBITDA and free cash flow guidance and will give outlook only for the third quarter, under interim CEO Markus Strobel, which leaves shareholders with less visibility on full-year results.
Q2 net revenue of $1,678.6 million rose 1% reported and fell 3% like-for-like; adjusted EBITDA of $330.2 million fell 15%
Reported net loss of $126.9 million vs. net income of $20.4 million a year earlier; adjusted EPS of $0.14 vs. $0.11
FY26 EBITDA and free cash flow guidance withdrawn; Q3 adjusted EBITDA expected at $100 million to $110 million
Markus Strobel became Executive Chairman and Interim CEO effective January 1, 2026; Wella stake sold to KKR for $750 million upfront
Regency Centers reported fourth-quarter and full-year 2025 results on February 5, 2026, with core operating earnings and Nareit FFO per diluted share higher than a year earlier. The company also issued initial 2026 guidance, which projects core operating earnings of $4.59 to $4.63 per share, above the $4.41 reported for 2025. Reported net income per share is expected to fall to $2.35 to $2.39 in 2026, from $2.82 in 2025, which included a $72.2 million gain from a partial distribution-in-kind transaction.
Q4 2025 Nareit FFO was $1.17 per diluted share, up from $1.09 a year earlier
Full-year 2025 core operating earnings were $4.41 per diluted share, up 6.8% from $4.13 in 2024
2026 guidance: Nareit FFO of $4.83 to $4.87 and core operating earnings of $4.59 to $4.63 per diluted share
2026 net income per diluted share guidance of $2.35 to $2.39, versus $2.82 in 2025 that included a $72.2 million gain
Amazon reported fourth quarter 2025 net sales up 14% to $213.4 billion, operating income of $25.0 billion, and diluted earnings per share of $1.95, all higher than a year earlier. Results include $2.4 billion of special charges, and first quarter 2026 operating income guidance of $16.5 billion to $21.5 billion includes about $1 billion of higher Amazon Leo costs. For shareholders, the profit gains come alongside a sharp drop in trailing twelve-month free cash flow to $11.2 billion, as the company expects about $200 billion of capital expenditures in 2026.
Net income $21.2 billion, or $1.95 per diluted share, versus $1.86 in fourth quarter 2024.
Fourth quarter operating income included $2.4 billion in special charges; excluding them, operating income would have been $27.4 billion.
First quarter 2026 guidance: net sales $173.5 billion to $178.5 billion; operating income $16.5 billion to $21.5 billion, compared with $18.4 billion in first quarter 2025.
Trailing twelve-month free cash flow fell to $11.2 billion from $38.2 billion, driven by a $50.7 billion year-over-year increase in property and equipment purchases.
COPT Defense Properties reported results for the quarter and year ended December 31, 2025 in an earnings release filed as Exhibit 99.1 to this 8-K. Q4 2025 net income was $39.4 million, up from $36.5 million in Q4 2024, and full-year 2025 net income was $159.5 million, up from $143.9 million in 2024. Results rose across the headline measures, which supports the shareholder case for the company's per-share earnings and funds-from-operations growth.
Q4 2025 diluted EPS was $0.33, compared with $0.31 in Q4 2024; full-year 2025 diluted EPS was $1.34, compared with $1.23 in 2024
Q4 2025 FFO per Nareit share was $0.70, compared with $0.64 in Q4 2024; full-year 2025 FFO per share was $2.72, compared with $2.57 in 2024
Q4 2025 total revenues were $197.4 million, compared with $183.4 million in Q4 2024
Total debt was $2.77 billion at December 31, 2025, up from $2.44 billion at September 30, 2025
FirstCash reported fourth-quarter 2025 revenue of $1.06 billion, up 20% from $884 million a year earlier, and GAAP diluted earnings per share of $2.35, up 26%. For full-year 2025, GAAP diluted EPS rose 29% to $7.42, and the company also declared a $0.42 per share quarterly dividend, but it expects 2026 net revenue at its AFF payment solutions segment to decline 5% to 10%.
Q4 2025 revenue was $1,058.4 million versus $883.8 million in Q4 2024; GAAP net income was $104.2 million.
Full-year 2025 GAAP net income was $330 million and diluted EPS was $7.42, versus $5.73 in 2024.
Board declared a $0.42 per share dividend, payable February 27, 2026, to holders of record as of February 18, 2026.
2026 outlook expects AFF net revenue to fall 10% to 15% in the first half and 5% to 10% for the full year, while U.K. pawn segment income is expected at $115 million to $125 million.
Encompass Health reported fourth-quarter 2025 net operating revenue of $1.54 billion, up 9.9% from a year earlier, and diluted earnings per share from continuing operations of $1.42, up from $1.18. The company also issued 2026 guidance, including adjusted earnings per share of $5.81 to $6.10, which gives shareholders a company-set benchmark for the year ahead.
Q4 2025 net operating revenue was $1.54 billion, up 9.9% from $1.41 billion in Q4 2024.
Q4 2025 adjusted EBITDA was $335.6 million, up 15.9%; adjusted EPS was $1.46, up 24.8%.
2026 guidance: net operating revenue of $6.365 billion to $6.465 billion and adjusted EBITDA of $1.340 billion to $1.380 billion.
The company will hold its earnings call at 10:00 a.m. Eastern Time on February 6, 2026.
Equity Residential reported fourth-quarter 2025 diluted EPS of $1.00, down from $1.10, while normalized FFO per share rose to $1.03 from $1.00 and full-year 2025 EPS rose to $2.94 from $2.72. The company guided 2026 normalized FFO per share to $4.02 to $4.14, but 2026 EPS guidance of $1.44 to $1.56 implies a 49.0% decline at the midpoint versus 2025. The filing names Equity Residential (NYSE: EQR), not VIVMARK RESIDENTIAL (VMRK) as stated in the request; the summary reflects the filing.
Q4 2025 diluted EPS was $1.00 versus $1.10 a year earlier; normalized FFO per share was $1.03 versus $1.00.
Full-year 2025 diluted EPS was $2.94 versus $2.72; normalized FFO per share was $3.99 versus $3.89.
2026 guidance: EPS $1.44 to $1.56 (midpoint down 49.0% versus 2025); normalized FFO $4.02 to $4.14 (midpoint up 2.3%).
During 2025 the company repurchased about 4.8 million common shares for about $300.0 million.
Boston Scientific said director Yoshiaki Fujimori, a board member since July 2016 who chairs the Risk, Science and Technology Committee, will not seek re-election at the 2026 Annual Meeting of Stockholders. He will remain a director and in his committee roles until that meeting, and the company said his decision is not the result of any disagreement. The filing does not name a replacement and says the board will continue to evaluate whether adding directors is in the company's best interest.
Yoshiaki Fujimori informed the company on February 2, 2026 that he will not stand for re-election.
He has served on the board since July 2016 and chairs the Risk, Science and Technology Committee.
He remains a director until the 2026 Annual Meeting of Stockholders.
The company states the decision was not the result of any disagreement.
Cousins Properties reported fourth quarter 2025 results on February 5, 2026. Funds From Operations (FFO) rose to $119.5 million, or $0.71 per share, from $108.9 million, or $0.69, a year earlier, while the company posted a net loss to common stockholders of $3.5 million, or $0.02 per share, compared with net income of $13.6 million, or $0.09, because of impairment charges. The company also gave initial 2026 guidance of $2.87 to $2.97 in FFO per share, which shareholders will weigh against the impairment-driven drop in GAAP earnings.
Q4 2025 FFO was $119.5 million, or $0.71 per share, up from $108.9 million, or $0.69, in Q4 2024.
Q4 2025 net loss to common stockholders was $3.5 million, or $0.02 per share, versus net income of $13.6 million, or $0.09, attributed to impairment charges.
Full-year 2025 FFO was $478.4 million, or $2.84 per share, compared with $414.1 million, or $2.69, in 2024.
2026 guidance: net income of $0.23 to $0.33 per share and FFO of $2.87 to $2.97 per share.
Bloom Energy reported fourth-quarter 2025 revenue of $777.7 million, up 35.9% from a year earlier, and full-year 2025 revenue of $2.02 billion, up 37.3%. Profit weakened: fourth-quarter net income attributable to common stockholders was $1.1 million versus $104.8 million a year earlier, and the company recorded $66.2 million of debt conversion inducement expense, with full-year 2025 GAAP net loss widening to $88.4 million. The company also issued full-year 2026 outlook for revenue of $3.1 billion to $3.3 billion and non-GAAP EPS of $1.33 to $1.48.
Q4 2025 revenue $777.7 million, up 35.9% from $572.4 million in Q4 2024; Q4 GAAP gross margin 30.8%, down 7.5 percentage points year over year
Q4 2025 GAAP diluted EPS $0.00 versus $0.38 in Q4 2024; full-year 2025 GAAP diluted EPS $(0.37) versus $(0.13) in 2024
ABM Industries amended its credit agreement on February 3, 2026, and drew $255.0 million under a new incremental term loan. The company said the proceeds partly funded its previously disclosed acquisition of Iveagh New Opportunities Limited for about $275.0 million in cash. The amendment also raises the annual cap on shareholder payouts, which matters for dividend capacity.
Company incurred $255.0 million of a new First Incremental Term Loan on February 3, 2026
Term SOFR loans priced at 2.000% per annum and Base Rate loans at 1.000% until pricing grid applies after the quarter ending April 30, 2026
Restricted payments cap raised to the greater of $72.0 million and $1.16 per share, up from $50.0 million and $1.00 per share
Proceeds partly fund Iveagh acquisition with aggregate purchase price of approximately $275.0 million in cash
Molina Healthcare reported a fourth-quarter 2025 GAAP loss of $3.15 per diluted share and full-year 2025 adjusted earnings of $11.03 per share, down 51% from the prior year. For 2026, it guided to adjusted earnings of at least $5.00 per diluted share and premium revenue of about $42 billion, a roughly 2% decline, and said it will exit its traditional Medicare Advantage Part D product for 2027.
Q4 2025 GAAP loss of $3.15 per diluted share and adjusted loss of $2.75, burdened by about $2.00 of unfavorable retroactive revenue items
Full-year 2025 total revenue of $45.4 billion, up from $40.7 billion, while GAAP EPS fell to $8.92 from $20.42
2026 guidance: GAAP EPS of at least $3.20 and adjusted EPS of at least $5.00, burdened by $2.50 per share from a new Florida Medicaid contract and the Part D product
Company will exit the MAPD product, which has about $1 billion in annual premium, for 2027
Dave Inc. said preliminary, unaudited results show 2025 revenue and Adjusted EBITDA above the top end of its guidance, and fourth-quarter 28-day delinquency between 1.95% and 2.00%, better than its prior expectation of below 2.10%. The figures remain subject to year-end closing procedures and could differ from the audited results. Full results and the 2026 outlook are scheduled for March 2, 2026.
Full-year 2025 revenue is expected at $554 million, up 60% from $347 million in 2024 and above the $544-$547 million guidance range.
Full-year 2025 Adjusted EBITDA is expected at $227 million, up from $86 million in 2024 and above the $215-$218 million guidance range.
Fourth-quarter 2025 revenue is expected at $164 million, up 62% from $101 million a year earlier.
Full audited results and the Form 10-K are due March 2, 2026, with a conference call at 5:00 p.m. Eastern time.
QuidelOrtho said board member Matthew Strobeck notified the board on January 30, 2026 that he will not seek re-election at the 2026 annual stockholders meeting. The filing says the decision reflects other professional commitments and not any disagreement with the company, its board or management.
Matthew W. Strobeck gave notice to the board on January 30, 2026 of his decision not to stand for re-election
He will serve until the 2026 Annual Meeting, when the board size is set to drop from eleven to ten directors
The filing states the departure was not due to any dispute or disagreement on operations, policies or practices
Impinj reported fourth-quarter 2025 revenue of $92.8 million, up from $91.6 million a year earlier, and a GAAP net loss of $1.1 million, narrower than the $2.7 million loss in the prior-year quarter. For full-year 2025, revenue fell to $361.1 million from $366.1 million and the company swung to a GAAP net loss of $10.8 million, compared with net income of $40.8 million in 2024, which included $45.0 million of litigation settlement income. The company guided first-quarter 2026 revenue to $71.0 million-$74.0 million and a GAAP net loss of $15.1 million-$16.6 million.
Q4 2025 revenue of $92.8 million vs. $91.6 million in Q4 2024; GAAP net loss of $1.1 million, or $0.04 per diluted share
Full-year 2025 revenue of $361.1 million vs. $366.1 million in 2024; GAAP net loss of $10.8 million, or $0.37 per diluted share
Full-year 2025 adjusted EBITDA of $69.6 million vs. $65.9 million in 2024
Q1 2026 outlook: revenue of $71.0 million-$74.0 million; non-GAAP net income of $2.5 million-$4.0 million
Power Integrations reported fourth-quarter 2025 net revenue of $103.2 million, down 2% from a year earlier and down 13% from the prior quarter, while full-year 2025 revenue rose 6% to $443.5 million. The company also approved a reduction of about 7% of its global workforce, with $3.5 million to $4.0 million of severance costs expected in the first quarter of 2026, and guided first-quarter 2026 revenue to $104 million to $109 million.
Q4 2025 GAAP net income was $13.3 million, or $0.24 per diluted share, versus $0.16 a year earlier and a $0.02 loss in the prior quarter.
Full-year 2025 GAAP net income was $22.1 million, or $0.39 per diluted share, versus $0.56 in 2024.
Reduction in force terminated about 7% of global workforce on February 2, 2026, with costs of $3.5 million to $4.0 million expected mainly in Q1 2026.
Balu Balakrishnan stepped down as Chairman; Balakrishnan S. Iyer was appointed Chairman, and the Board will no longer have a Lead Independent Director.
Simon Property Group's board appointed Martin J. Cicco as a director effective February 5, 2026, to serve the balance of a term expiring at the 2026 annual meeting, and increased the board from 13 to 14 members. The board has determined Cicco is independent under NYSE rules, and his committee assignments have not yet been set. The change adds a director with more than 45 years of real estate and capital markets experience to the board.
Martin J. Cicco appointed to the board effective February 5, 2026, for the balance of a term expiring at the 2026 annual meeting
Board size increased from 13 to 14 members
Board determined Cicco is independent under NYSE requirements; committee appointments not yet determined
Cicco will receive non-employee director compensation under the arrangements in the April 1, 2025 proxy statement
JPMorgan Chase & Co. closed a public offering of $3 billion in Fixed-to-Floating Rate Subordinated Notes due 2037 on February 5, 2026. The notes were registered under a Form S-3 shelf registration, and the filing adds a legal opinion on the notes as an exhibit. The filing gives no use of proceeds, so the effect on shareholders is not described.
Aggregate principal amount: $3 billion
Notes are Fixed-to-Floating Rate Subordinated Notes due 2037
Closed February 5, 2026, registered under Form S-3 (File No. 333-285537)
Reinsurance Group of America reported fourth-quarter 2025 net income available to shareholders of $463 million, or $6.97 per diluted share, up from $148 million, or $2.22 per share, a year earlier. Full-year net income was $1,182 million, or $17.69 per diluted share, compared with $717 million, or $10.73 per share, in 2024, while full-year net premiums fell 3.4%. The board also declared a $0.93 quarterly dividend and authorized a share repurchase program of up to $500 million.
Q4 adjusted operating income was $515 million, or $7.75 per diluted share, versus $334 million, or $4.99 per share, in Q4 2024.
Q4 net premiums rose 15.0% to $4.8 billion, while full-year net premiums fell 3.4% to $17.2 billion.
On January 29, 2026, the board authorized repurchases of up to $500 million of common stock, with no expiration date.
The $0.93 quarterly dividend is payable March 3, 2026, to shareholders of record as of February 17, 2026.
CNO Financial Group reported fourth quarter 2025 net income of $93 million, or $0.95 per diluted share, down from $183 million, or $1.74, a year earlier, mainly due to non-economic accounting impacts from market volatility. Net operating income, a non-GAAP measure that excludes those items, rose to $143 million, or $1.47 per diluted share, from $1.31 per share in the prior-year quarter. The company said it achieved, and in most cases exceeded, its 2025 guidance metrics.
Q4 2025 net income was $93 million ($0.95 per diluted share), versus $183 million ($1.74) in Q4 2024.
Q4 2025 net operating income was $143 million ($1.47 per diluted share), up 12% per share from $1.31.
Full-year 2025 net income was $229 million ($2.30 per diluted share), versus $421 million ($3.89) in 2024, including a $101.9 million goodwill and other asset impairment.
Full-year 2025 net operating income was $439 million ($4.40 per diluted share), up 11% per share; the company returned $386 million to shareholders.
News Corp reported fiscal second-quarter results for the three months ended December 31, 2025, with revenue up 6% to $2.36 billion and Total Segment EBITDA up 9% to $521 million. Net income from continuing operations fell 21% to $242 million, mainly because the prior year included an $87 million gain on REA Group's sale of PropertyGuru, and reported EPS from continuing operations was $0.34 versus $0.40 a year earlier.
Revenue was $2.36 billion, up 6% from $2.24 billion a year earlier.
Net income from continuing operations was $242 million, down 21% from $306 million, due to the absence of an $87 million prior-year gain.
Reported EPS from continuing operations was $0.34 versus $0.40; adjusted EPS was $0.40 versus $0.33.
The company declared a semi-annual cash dividend of $0.10 per share, payable April 8, 2026 to holders of record as of March 11, 2026.
Microchip reported third-quarter fiscal 2026 net sales of $1.186 billion, up 15.6% from a year earlier and up 4.0% sequentially. GAAP net income attributable to common stockholders was $34.9 million, or $0.06 per diluted share, compared with a loss of $53.6 million, or $0.10 per share, a year earlier. The company guided fourth-quarter fiscal 2026 net sales to $1.240 billion to $1.280 billion and declared a quarterly dividend of 45.5 cents per share.
Net sales $1.186 billion, up 15.6% from $1.026 billion in the year-ago quarter and up 4.0% sequentially; the updated guidance given January 5, 2026 was $1.185 billion.
Non-GAAP diluted EPS $0.44, up from $0.20; GAAP diluted EPS $0.06, up from a loss of $0.10. The updated guidance for non-GAAP EPS was $0.40.
Fourth-quarter fiscal 2026 net sales guidance of $1.240 billion to $1.280 billion; GAAP diluted EPS guidance of $0.08 to $0.12.
Quarterly common dividend of 45.5 cents per share, payable March 10, 2026 to holders of record on February 23, 2026.
Verizon disclosed that Sowmyanarayan Sampath ceased to serve as Executive Vice President and Group CEO of Verizon Consumer effective February 4, 2026. He will serve in an advisory capacity until March 27, 2026, when he is expected to leave the company. The filing does not name a successor or give a reason for the change.
Sowmyanarayan Sampath ceased to serve as EVP and Group CEO - Verizon Consumer on February 4, 2026
Advisory role until March 27, 2026, the date he is expected to leave the company
Filing does not name a successor or state the reason for the departure
ESCO Technologies reported first-quarter fiscal 2026 sales of $290 million, up 35% from a year earlier, and GAAP earnings per share from continuing operations of $1.11, up 41%. The company raised its full-year adjusted EPS guidance to $7.90 to $8.15 per share, which the filing says reflects a midpoint increase of $0.38.
Q1 sales rose $75 million (35.0%) to $290 million; entered orders rose 143% to $557 million.
GAAP EPS from continuing operations was $1.11, up from $0.79; adjusted EPS was $1.64, up from $0.95.
Full-year fiscal 2026 revenue guidance raised by $20 million to $1.29 billion to $1.33 billion; adjusted EPS guidance raised to $7.90 to $8.15 from $7.50 to $7.80.
Quarterly dividend of $0.08 per share is payable April 17, 2026 to holders of record on April 2, 2026.
On February 5, 2026, NextEra Energy Capital Holdings, a wholly owned subsidiary, sold $700 million of 4.40% debentures due 2031 and $600 million of 5.85% debentures due 2056, both guaranteed by NextEra Energy. The filing mainly attaches legal opinions from counsel tied to the registered offering, so it is a routine financing step that adds to the parent group's debt.
$700 million of 4.40% debentures due March 1, 2031 sold February 5, 2026
$600 million of 5.85% debentures due March 1, 2056 sold February 5, 2026
Debentures are guaranteed by NextEra Energy, Inc. and were registered under the Securities Act of 1933
Exhibits include legal opinions from Squire Patton Boggs and Morgan, Lewis & Bockius dated February 5, 2026
On February 5, 2026, AT&T closed the sale of five series of Global Notes with total principal of $6.5 billion, maturing from 2031 to 2056. The notes were sold under an underwriting agreement dated January 29, 2026, and were registered under a previously filed Form S-3. The filing adds the related legal documents to AT&T's registration statement and does not describe any change to operations or results.
Five tranches: $1.5 billion of 4.400% notes due 2031, $1.25 billion of 4.750% notes due 2033, $1.25 billion of 5.125% notes due 2036, $850 million of 5.850% notes due 2046 and $1.65 billion of 6.000% notes due 2056.
Underwriting agreement dated January 29, 2026, with BofA Securities, Deutsche Bank Securities, Morgan Stanley, MUFG Securities Americas, TD Securities and Wells Fargo Securities as representatives.
Notes were issued under an indenture dated May 15, 2013, with The Bank of New York Mellon Trust Company, N.A., as trustee.
MGM Resorts reported fourth-quarter and full-year 2025 results on February 5, 2026. Fourth-quarter net income attributable to MGM Resorts rose to $294 million from $157 million, while full-year net income fell to $206 million from $747 million, weighed down by a $279 million goodwill impairment and $303 million in net other non-operating expense. The company also repurchased over $1.2 billion of shares in 2025, leaving $1.6 billion of authorization as of December 31, 2025.
Q4 2025 consolidated net revenues were $4.6 billion, up 6%, and diluted EPS was $1.11 versus $0.52 a year earlier
Full-year 2025 diluted EPS was $0.76 versus $2.40, while full-year Adjusted EPS rose to $3.31 from $2.59
Full-year 2025 Consolidated Adjusted EBITDA was $2.4 billion, up 1%, and net revenues were $17.5 billion, up 2%
Repurchased 37.5 million shares in 2025; $1.6 billion remained under the April 2025 plan as of December 31, 2025
Strategy Inc reported a fourth-quarter 2025 operating loss of $17.4 billion, which includes an unrealized loss on its digital assets, compared with a $1.0 billion operating loss a year earlier. The company also set a monthly framework for recommending changes to the STRC preferred stock dividend rate, tied to the stock's volume-weighted average price near its $100 stated amount.
Net loss of $12.4 billion, or $42.93 per diluted common share, versus a net loss of $670.8 million, or $3.03 per share, in Q4 2024
Total revenues of $123.0 million, up 1.9% year over year; gross profit of $81.3 million, down from $86.5 million a year earlier
Holds 713,502 bitcoin; market price of about $83,740 per bitcoin as of January 30, 2026
STRC dividend rate is 11.25%; any rate change under the new framework requires board approval
Following the January 30, 2026 completion of its merger with PotlatchDeltic, Rayonier disclosed that Wayne Wasechek was appointed Executive Vice President and Chief Financial Officer at the merger's effective time. The filing says he is expected to receive a $535,000 base salary, a target annual cash incentive of 100% of base salary, and long-term incentive awards with a target grant date fair value of $975,000.
Merger with PotlatchDeltic completed January 30, 2026
Wayne Wasechek appointed Executive Vice President and Chief Financial Officer
Expected base salary of $535,000 with a cash incentive target of 100% of base salary
Expected long-term incentive awards with a target grant date fair value of $975,000
Envista reported fourth-quarter 2025 sales of $751 million, up from $652.9 million a year earlier, and GAAP net income of $33 million, compared with $1 million in the prior-year quarter. The company also issued full-year 2026 guidance calling for core sales growth of 2% to 4% and adjusted diluted EPS of $1.35 to $1.45, giving shareholders a first look at its outlook for the year.
Q4 2025 sales were $751 million, with core sales growth of 10.8%.
Q4 2025 GAAP diluted EPS was $0.20 versus $0.01 a year earlier; adjusted diluted EPS was $0.38 versus $0.24.
2026 guidance: core sales growth of 2% to 4%, adjusted EBITDA growth of 7% to 13%, adjusted diluted EPS of $1.35 to $1.45.
Full-year 2025 share repurchases totaled about $166 million, with about $84 million of repurchase capacity remaining at year-end.
Hub Group said preliminary 2025 revenue of about $3.7 billion fell from $3.9 billion in 2024, and it delayed its full earnings release. The company will restate its first three quarters of 2025 because it understated purchased transportation costs and accounts payable, and it expects to report ineffective internal controls for 2025, which raises doubt about the reliability of earlier reported results.
Preliminary 2025 consolidated operating revenue of about $3.7 billion, versus $3.9 billion in 2024
Q1, Q2 and Q3 2025 financial statements should no longer be relied upon; restatement covers the first nine months of 2025
Total reduction to accounts payable and purchased transportation costs recorded in those periods was $77 million; the full impact is not yet estimated
Cash and restricted cash of about $140 million and net debt of about $116 million as of December 31, 2025
Synaptics reported fiscal second-quarter 2026 revenue of $302.5 million, up 13% from a year earlier, with Core IoT product sales up 53%. The company posted a GAAP net loss of $14.8 million, or $0.38 per share, compared with a profit of $1.8 million a year earlier, while non-GAAP diluted earnings per share rose to $1.21 from $0.92. Its third-quarter outlook calls for revenue of $290 million plus or minus $10 million and non-GAAP earnings per share of $1.00 plus or minus $0.15, both below the second-quarter results.
Q2 fiscal 2026 net revenue was $302.5 million, up from $267.2 million in the prior-year quarter
GAAP net loss was $14.8 million ($0.38 per share), compared with net income of $1.8 million ($0.05 per share) a year earlier
Non-GAAP diluted earnings per share were $1.21, up from $0.92
Third-quarter fiscal 2026 guidance: revenue of $290 million ±$10 million; GAAP loss per share of ($0.46) ±$0.25
Boyd Gaming reported fourth-quarter 2025 revenue of $1.1 billion, up from $1.0 billion a year earlier, but net income attributable to the company fell to $140.4 million, or $1.79 per share, from $170.5 million, or $1.92 per share. Adjusted earnings per share rose to $2.21 from $1.96, while total Adjusted EBITDAR fell to $336.6 million from $379.3 million; for the full year, the $1.4 billion after-tax FanDuel gain drove net income of $1.8 billion.
Q4 2025 revenues were $1.1 billion versus $1.0 billion in Q4 2024; Q4 Adjusted EBITDAR was $336.6 million versus $379.3 million.
Q4 2025 net income attributable to Boyd Gaming was $140.4 million, or $1.79 per share, versus $1.92 per share a year earlier; Adjusted EPS was $2.21 versus $1.96.
Full-year 2025 net income was $1.8 billion, or $22.56 per share, including a $1.4 billion after-tax gain from the FanDuel equity sale and $128.4 million in pretax impairment charges.
The company repurchased $185 million of shares in Q4 2025 and had about $362 million remaining under current authorizations as of December 31, 2025.
Reddit reported fourth-quarter 2025 revenue of $726 million, up 70% year over year, and net income of $252 million, compared with $71 million a year earlier. The company also gave first-quarter 2026 estimates of $595 million to $605 million in revenue and $210 million to $220 million in Adjusted EBITDA, and its board authorized up to $1 billion in Class A share repurchases, which the company may suspend or discontinue at any time.
Q4 2025 revenue was $726 million, up 70% year over year; ad revenue was $690 million, up 75%.
Q4 2025 net income was $252 million, an improvement of $181 million; Adjusted EBITDA was $327 million.
Q1 2026 estimates: revenue of $595 million to $605 million and Adjusted EBITDA of $210 million to $220 million.
Board authorized a share repurchase program of up to $1 billion of Class A common stock with no expiration date.
Illumina reported fourth-quarter 2025 revenue of $1.16 billion, up 5% from a year earlier, and fiscal 2025 revenue of $4.34 billion, flat versus 2024. GAAP net income for fiscal 2025 was $850 million, compared with a net loss of $1.22 billion in 2024 that included impairment charges, and non-GAAP diluted EPS was $4.84 versus $4.16. For fiscal 2026 the company expects revenue of $4.5 billion to $4.6 billion and non-GAAP diluted EPS of $5.05 to $5.20, including $0.18 of dilution from the SomaLogic acquisition.
Q4 2025 non-GAAP diluted EPS was $1.35, versus $0.95 in Q4 2024; Q4 2025 GAAP operating margin was 17.4%.
Fiscal 2025 ex-China revenue was $4.10 billion, up 2% from 2024; free cash flow was $931 million.
Fiscal 2026 guidance includes ex-China organic revenue growth of 2% to 4% and a non-GAAP operating margin of 23.3% to 23.5%.
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