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).
Cboe Global Markets reported record fourth-quarter 2025 net revenue of $671.1 million, up 28 percent, and diluted EPS of $2.97, up 60 percent from the prior-year quarter. The company also set 2026 guidance for mid single-digit organic total net revenue growth and adjusted operating expenses of $864 million to $879 million, which matters to shareholders as a baseline for the year ahead.
Q4 2025 net revenue $671.1 million, up 28 percent; adjusted diluted EPS $3.06, up 46 percent
Full-year 2025 diluted EPS $10.42, up 45 percent; full-year net revenue $2.4 billion, up 17 percent
2026 guidance: organic total net revenue growth 'mid single-digit'; adjusted operating expenses $864 million to $879 million
No share repurchases in Q4 2025; $614.5 million of buyback authorization remained at December 31, 2025
Ubiquiti reported results for the fiscal quarter ended December 31, 2025, with revenue of $814.9 million, up 35.8% from a year earlier and 11.1% from the prior quarter. GAAP net income rose 70.8% to $233.6 million, or $3.86 per diluted share, compared with $2.26 a year earlier. The board also declared a $0.80 per share cash dividend, payable February 23, 2026, to shareholders of record on February 17, 2026.
Revenue of $814.9 million, up 35.8% year over year and 11.1% from the prior quarter
GAAP diluted EPS of $3.86 versus $2.26 a year earlier; non-GAAP diluted EPS of $3.88
GAAP gross margin of 45.9%, up from 41.2% a year earlier and down slightly from 46.0% in the prior quarter
$0.80 per share cash dividend payable February 23, 2026; record date February 17, 2026
Piper Sandler reported record fourth-quarter 2025 net revenues of $666 million, up 38% from a year earlier, and full-year net revenues of $1.9 billion, up 24%. The board also declared a $5.00 special dividend and a $0.70 quarterly dividend, and approved a four-for-one forward stock split, which takes effect March 23, 2026.
Q4 2025 net revenues of $666 million, up 38% from Q4 2024; GAAP diluted EPS of $6.40
Full-year 2025 net revenues of $1.9 billion, up 24%; GAAP diluted EPS of $15.82 versus $10.24 in 2024
Special dividend of $5.00 and quarterly dividend of $0.70 per share, payable March 13, 2026 to holders of record March 3, 2026
Four-for-one forward split effective 4:30 p.m. ET March 23, 2026; split-adjusted trading begins March 24, 2026
Philip Morris International reported fourth-quarter and full-year 2025 results. Full-year reported diluted EPS was $7.26, up from $4.52 in 2024, and adjusted diluted EPS was $7.54, up 14.8%, while net revenues rose 7.3% to $40.6 billion. The company forecast 2026 reported diluted EPS of $7.87 to $8.02 and adjusted diluted EPS of $8.38 to $8.53.
Full-year 2025 reported diluted EPS of $7.26 versus $4.52 in 2024; adjusted diluted EPS of $7.54
Full-year 2025 net revenues of $40.6 billion, up 7.3% reported and 6.5% organically
2026 forecast: adjusted diluted EPS of $8.38 to $8.53, with no share repurchases assumed
Declared regular quarterly dividend of $1.47 per share, or $5.88 annualized
nVent reported fourth-quarter 2025 sales of $1.1 billion, up 42%, and reported EPS from continuing operations of $0.71, compared with a loss of $(0.10) a year earlier. Full-year 2025 sales reached $3.9 billion, up 30%, and the company issued 2026 guidance for reported EPS of $3.27 to $3.42, with adjusted EPS of $4.00 to $4.15.
Q4 2025 reported EPS from continuing operations was $0.71 versus $(0.10) in Q4 2024; adjusted EPS was $0.90, up 53%
Full-year 2025 sales were $3.9 billion, up 30%, with organic growth of 13%
2026 guidance: reported sales growth of 15% to 18%; reported EPS of $3.27 to $3.42; adjusted EPS of $4.00 to $4.15
Investor Day is set for February 24, 2026 in New York, where medium-term financial targets will be shared
Proto Labs reported record fourth-quarter 2025 revenue of $136.5 million, up 12.1% year over year, and swung to net income of $6.0 million, or $0.25 per diluted share, from a net loss a year earlier. For full year 2025, revenue rose 6.4% to a record $533.1 million and diluted EPS was $0.88, but the company guided to 6% to 8% revenue growth for 2026, with Q1 2026 revenue expected between $130.0 million and $138.0 million.
Q4 2025 revenue was $136.5 million, up 12.1%; CNC Machining revenue rose 25.0%.
Q4 2025 diluted EPS was $0.25, versus a loss of $0.02 per share in Q4 2024.
Full year 2025 revenue was $533.1 million, up 6.4%; diluted EPS was $0.88, versus $0.66 in 2024.
2026 outlook: revenue growth of 6% to 8% for fiscal 2026; Q1 2026 revenue of $130.0 million to $138.0 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.