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).
Molina Healthcare said it expects a non-cash, pre-tax impairment charge of about $93 million on certain intangible assets in the first quarter of 2026, tied to its decision to exit the Medicare Advantage Prescription Drug product for 2027. The company also amended its credit agreement with Truist Bank as administrative agent, temporarily lowering the minimum interest coverage ratio it must maintain, which gives it more room under the covenant through September 2027.
Estimated non-cash, pre-tax impairment charge of about $93 million on certain intangible assets, to be recorded in Q1 2026
Charge results from exiting the Medicare Advantage Prescription Drug product for 2027, which the company says does not fit its focus on dual eligible members in Medicare
First Amendment to Credit Agreement dated February 4, 2026, with Truist Bank as administrative agent; minimum interest coverage ratio cut from 3.00:1.00 to 1.75:1.00 through December 31, 2026, then rising to 2.75:1.00 by September 30, 2027
The charge will be excluded from adjusted net income, as defined in the fourth quarter earnings release issued February 5, 2026
Edgewell Personal Care closed the sale of its Feminine Care segment to Essity on February 2, 2026, receiving approximately $340 million in cash, subject to post-closing adjustments. The company plans to use the net proceeds mainly to pay down its U.S. revolving credit facility, and its pro forma filing estimates a loss on disposal and goodwill impairment of $42.1 million net of tax, which the company says may differ materially from the final figure.
Closing date was February 2, 2026; the company received about $340 million in cash from Essity, subject to adjustments for inventory, indebtedness and other items.
Pro forma filing shows $140.0 million outstanding on the revolving credit facility as of September 30, 2025, assumed to be repaid with sale proceeds.
Estimated loss on disposal and goodwill impairment of $42.1 million, net of tax, based on September 30, 2025 balances; the goodwill impairment alone was $37.4 million.
Transition services agreement with Essity covers accounting, IT, quality assurance, operations, supply chain and sales for at least one year.
Under Armour reported third-quarter fiscal 2026 revenue of $1.33 billion, down 5% from a year earlier, and a GAAP net loss of $431 million, which included a $247 million non-cash tax valuation allowance. The company also widened its fiscal 2026 GAAP operating loss outlook to about $154 million, while raising its adjusted diluted EPS outlook to $0.10 to $0.11 from $0.03 to $0.05, a non-GAAP measure that excludes charges. For shareholders, the GAAP results and outlook weakened even as the adjusted figures improved.
Revenue was $1.33 billion, down 5% from $1.40 billion; North America fell 10% to $757 million.
GAAP net loss was $431 million, or $1.01 per diluted share, including a $247 million valuation allowance on U.S. federal deferred tax assets.
Adjusted diluted EPS was $0.09, excluding a $99 million litigation reserve expense tied to an insurance carrier dispute.
Fiscal 2026 GAAP operating loss is now expected to be about $154 million, compared with the prior outlook of a $56 million to $71 million loss.
AutoNation reported fourth-quarter 2025 revenue of $6.9 billion, down 4% from a year earlier, while diluted EPS rose 1% to $4.70. For the full year, revenue rose 3% to $27.6 billion and diluted EPS rose 1% to $17.04, while adjusted EPS climbed to $20.22 from $17.46. The results matter to shareholders because Q4 operating income and net income both fell 8%, even as the company repurchased $785 million of its stock in 2025.
Q4 2025 operating income was $313.9 million, down 8%, and net income was $172.1 million, down 8%.
Full-year 2025 adjusted diluted EPS was $20.22 versus $17.46 a year earlier; adjusted free cash flow was $1.05 billion.
Share repurchases totaled $785 million in 2025, with $968 million of authorization remaining as of February 4, 2026.
Biogen reported fourth quarter 2025 revenue of $2.3 billion, down 7%, and a GAAP diluted loss of $(0.33) per share, compared with GAAP EPS of $1.83 a year earlier. For full year 2025, revenue rose 2% to $9.9 billion and non-GAAP diluted EPS was $15.28, above the company's $14.50 to $15.00 guidance range, though down 7% from $16.47. The company expects 2026 non-GAAP diluted EPS of $15.25 to $16.25 and a mid-single digit percentage revenue decline.
Q4 2025 total revenue was $2,279 million, down 7% year-over-year; non-GAAP diluted EPS was $1.99 versus $3.44 in Q4 2024.
Full year 2025 total revenue was $9.9 billion, up 2%; GAAP diluted EPS was $8.79 and non-GAAP diluted EPS was $15.28.
Full year 2026 guidance: non-GAAP diluted EPS of $15.25 to $16.25 and total revenue expected to decline by a mid-single digit percentage versus 2025.
Q4 2025 included approximately $131 million of GAAP other expense related to litigation matters.
MarketAxess reported fourth-quarter and full-year 2025 results, with Q4 revenue up 3.5% to $209.4 million and full-year revenue up 4% to $846.3 million. Q4 GAAP diluted EPS of $2.51 was lifted by a notable tax reserve benefit of about $31.3 million, while EPS excluding notable items was $1.68, down 3%. The company also gave 2026 guidance for expenses excluding notable items of $530.0 million to $545.0 million and amended its $750.0 million credit agreement, extending maturity to February 2, 2029.
Q4 2025 total revenues were $209.4 million, up 3.5%; full-year 2025 revenues were $846.3 million, up 4%.
Q4 2025 GAAP diluted EPS was $2.51 versus $1.73 a year earlier; excluding notable items, diluted EPS was $1.68, down 3%.
Full-year 2025 GAAP diluted EPS was $6.64 versus $7.28 in 2024, down 9%; excluding notable items it was $7.39, up 2%.
The Credit Facility matures February 2, 2029; $220.0 million was outstanding as of the filing date.
Newell Brands reported fourth quarter and full year 2025 results on February 6, 2026. Fourth quarter net sales fell 2.7% to $1.9 billion and the GAAP net loss widened to $315 million from $54 million, including $340 million of non-cash impairment charges, while normalized diluted EPS rose to $0.18 from $0.16. The company initiated 2026 guidance calling for net sales of (1%) to 1% and normalized EPS of $0.54 to $0.60, which gives shareholders a baseline for the coming year.
Q4 2025 net sales were $1.9 billion, down 2.7%, with core sales down 4.1%.
Q4 net loss was $315 million versus $54 million a year earlier; diluted loss per share was $0.75.
Q4 normalized diluted EPS was $0.18 versus $0.16 in the prior year period.
2026 outlook: net sales (1%) to 1%, normalized EPS $0.54 to $0.60, operating cash flow $350 million to $400 million.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.