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).
Duke Energy reported fourth-quarter 2025 adjusted EPS of $1.50, down from $1.66 a year earlier, as higher O&M, interest expense and depreciation outweighed infrastructure cost recovery. For full-year 2025, adjusted EPS rose to $6.31 from $5.90, and the company introduced 2026 adjusted EPS guidance of $6.55 to $6.80. Shareholders get a higher 2026 range and an extended 5% to 7% long-term adjusted EPS growth target through 2030, but quarterly earnings declined.
Q4 2025 adjusted EPS was $1.50 versus $1.66 in Q4 2024; reported EPS was $1.50 versus $1.54.
Full-year 2025 reported and adjusted EPS was $6.31, compared with $5.71 reported and $5.90 adjusted in 2024.
2026 adjusted EPS guidance is $6.55 to $6.80, with long-term adjusted EPS growth of 5% to 7% through 2030.
The company cites a $103 billion five-year capital plan driving 9.6% earnings base growth through 2030.
On February 5, 2026, the GigCapital9 board approved quarterly advisory fees for its directors and CEO, covering work such as identifying business targets, board committee service, and administrative support. The fee is $4,000 per quarter before a definitive business combination agreement is signed and rises to $6,000 per quarter after signing. The filing is a routine compensation disclosure, but the higher post-signing rate means payments to insiders would increase once a deal is signed.
Board approved the arrangement on February 5, 2026.
Quarterly fee is $4,000 before signing a definitive business combination agreement and $6,000 after signing.
Eight individuals are listed, including CEO Dr. Avi S. Katz, Dr. Raluca Dinu, and Admiral (Ret.) David Ben-Bashat.
The 8-K was signed by Dr. Avi S. Katz on February 9, 2026.
Fifth District Bancorp, Inc. promoted Amie L. Lyons from interim to permanent President and Chief Executive Officer of the Company and Fifth District Savings Bank on February 9, 2026. She had served in the interim role since June 2025, following the passing of the former CEO, and the Board of Directors expressed full confidence in her leadership.
Amie L. Lyons promoted to permanent President and CEO of the Company and the Bank on February 9, 2026
Lyons had served on an interim basis since June 2025, after the passing of the former President and CEO, Brian North
Chairman David C. Nolan said Lyons has been with the bank nearly 30 years and in senior management for the last several years
Pinterest said Kecia Steelman, President and CEO of Ulta Beauty, has been appointed to its board of directors as a Class II director, effective February 16, 2026. The board determined she is independent under NYSE rules, and she joins the Talent Development and Compensation Committee.
Kecia Steelman appointed Class II director, effective February 16, 2026
Board determined Ms. Steelman is independent under NYSE and Exchange Act rules
Joins Talent Development and Compensation Committee on the Effective Date
Director pay follows the Non-Employee Director Compensation Policy
Vornado Realty Trust reported fourth-quarter 2025 results, with net income attributable to common shareholders of $601,000 ($0.00 per diluted share), down from $1,203,000 a year earlier. Fourth-quarter FFO per diluted share was $0.56 versus $0.58, and FFO as adjusted was $0.55 versus $0.61. For the full year, net income rose to $842,851,000 ($4.20 per diluted share), mainly due to a $803,248,000 gain on the 770 Broadway master lease with NYU, while full-year FFO as adjusted rose to $2.32 per share from $2.26.
Q4 2025 net income attributable to common shareholders was $601,000, or $0.00 per diluted share, versus $1,203,000, or $0.01, in Q4 2024.
Q4 2025 FFO per diluted share was $0.56 versus $0.58; FFO as adjusted was $0.55 versus $0.61.
Full-year 2025 net income was $842,851,000 ($4.20 per diluted share), versus $8,275,000 ($0.04) in 2024, driven by the $803,248,000 gain on the 770 Broadway NYU master lease.
Full-year 2025 FFO as adjusted was $2.32 per diluted share, versus $2.26 in 2024.
Radian Group Inc. increased its board from eleven to twelve directors and appointed Seraina Macia, a former AIG and Zurich executive, as a new director on February 9, 2026. The filing also notes that director Gregory Serio plans to retire when his term ends in May 2026, and the company describes the move as part of its shift to a global multi-line specialty insurer.
Board expanded from eleven to twelve directors on February 9, 2026.
Seraina Macia, 57, has more than 35 years of insurance industry experience, including EVP & CEO of AIG EMEA.
Gregory Serio, a director since 2012, intends to retire when his term ends in May 2026.
Macia's compensation will follow the company's standard non-employee director arrangements.
Kilroy Realty reported fourth-quarter 2025 revenue of $272.2 million, down from $286.4 million a year earlier, and net income available to common stockholders of $12.4 million, or $0.10 per diluted share, versus $59.5 million, or $0.50, in the prior-year quarter. The company also initiated 2026 Nareit FFO guidance of $3.25 to $3.45 per diluted share, which shareholders can compare with full-year 2025 FFO of $4.20 per diluted share.
Q4 2025 FFO was $117.2 million, or $0.97 per diluted share, compared with $144.9 million, or $1.20, in Q4 2024.
Full-year 2025 revenue was $1,112.7 million, versus $1,135.6 million in 2024; full-year FFO was $4.20 per diluted share, versus $4.59.
Q4 2025 included a $16.3 million impairment of real estate assets.
The quarterly dividend was $0.54 per share, or $2.16 annualized, paid January 7, 2026.
Amentum reported first-quarter fiscal 2026 results for the period ended January 2, 2026, with revenue down 5% year over year to $3.24 billion while GAAP net income rose to $44 million from $12 million. The company reaffirmed its full-year fiscal 2026 guidance, and free cash flow was an outflow of $142 million, compared with $102 million positive a year earlier.
Revenues were $3,237 million, down from $3,416 million (5%), which the company attributed partly to contract transitions to unconsolidated joint ventures, divestitures, and the government shutdown.
Net income was $44 million, or $0.18 per diluted share, versus $12 million, or $0.05 per share, a year earlier.
Adjusted diluted EPS was $0.54, up 6% from $0.51; Adjusted EBITDA was $263 million, flat year over year.
Fiscal 2026 guidance was reaffirmed, including revenues of $13,950 million to $14,300 million and Adjusted Diluted EPS of $2.25 to $2.45.
Pebblebrook Hotel Trust elected Nina P. Jones, a former T. Rowe Price portfolio manager, to its board effective March 1, 2026, and elected Bill Bayless, CEO and Executive Chairman of Maslow Campus Communities, to join later in 2026. The company also announced a board refreshment framework and said trustee Ron E. Jackson will not stand for re-election at the 2026 Annual Meeting, which will change the board's composition over time.
Nina P. Jones joins the board March 1, 2026 and will serve on the Audit and Compensation Committees.
Bill Bayless's election takes effect in the third quarter of 2026 per the 8-K, while the press release says he is expected to join in the fourth quarter.
Ron E. Jackson retires effective at the 2026 Annual Meeting; board size rises from seven to eight on March 1, 2026, then returns to seven.
Each new trustee receives a one-time $50,000 share award vesting in one-third annual increments over three years.
IDEX notified Roopa Unnikrishnan, a named executive officer serving as Senior Vice President and Chief Strategy and Innovation Officer, on February 4, 2026, that her position is being eliminated effective February 28, 2026. The company expects to enter a separation agreement with her under her letter agreement for a termination without cause, and the filing gives no financial terms. The change is an executive departure with no stated effect on financial results or guidance.
Position of Senior Vice President and Chief Strategy and Innovation Officer eliminated; notice given February 4, 2026
Effective date of separation is February 28, 2026
Separation expected to be a termination without cause under existing letter agreement, described in the March 26, 2025 proxy statement
Filing does not disclose separation payment amounts
Harmonic's Compensation Committee approved a 2026 Key Contributor Incentive Plan tied to non-GAAP operating profit and bookings, raised named executive base salaries effective July 1, 2026, and amended change-of-control severance agreements for three executives. The filing also accelerates vesting of equity for the head of the Video Business, which is being sold, once the sale closes. The changes set pay incentives and severance terms for top executives, which shareholders may track through future proxy and results disclosures.
CEO Nimrod Ben-Natan's new base salary is $750,000, up from $618,000, effective July 1, 2026
Bonus payouts are capped at 200% of the target portion for each metric; payment follows the end of fiscal 2026
Change-of-control severance for executives within 18 months of a change of control includes lump sums of 100% of base salary (200% for the CEO)
Vesting acceleration for Neven Haltmayer's unvested RSUs applies upon completion of the pending Video Business sale to Leone Media Inc. (d/b/a MediaKind)
Glacier Bancorp said Chief Financial Officer Ron Copher intends to retire after 20 years with the company. He will stay in the role until the Board appoints a successor and will then serve as an advisor for a period to help the transition. The search for a new CFO covers internal and external candidates.
Copher, Executive Vice President and CFO, informed the company of his plan to retire, announced February 9, 2026
Copher will continue as CFO until the Board of Directors appoints a successor, then serve in an advisory role
The company has engaged search firm Korn Ferry to find a successor, considering internal and external candidates
Five Below disclosed that George S. Hill's employment ended February 3, 2026, and that on February 8, 2026 the company entered a Separation Agreement confirming his severance under its Executive Severance Plan. The package includes a $700,000 lump-sum payment and additional healthcare and outplacement payments, plus a 90-day transition advisory role.
Employment ceased February 3, 2026; Separation Agreement signed February 8, 2026
Severance includes a $700,000 lump-sum payment (twelve months of base salary) and a $20,000 healthcare cash payment
Transition services include a fiscal 2025 short-term incentive payout based on actual performance and 3,269 restricted stock units scheduled to vest in March 2026
Planet Fitness increased its board from eight to nine members and appointed Steve Beard, Chairman and CEO of Covista Inc., effective February 9, 2026. The filing says he is independent under NYSE standards and has not been named to any board committee, so the change is a governance update with no stated financial effect.
Board size increased from eight to nine members; Beard appointed effective February 9, 2026
Beard is Chairman and CEO of Covista Inc., formerly Adtalem Global Education Inc.
Beard will serve as a Class II director, up for re-election at the 2026 annual meeting of stockholders
Received 368 restricted stock units with a grant date value of $33,746, a pro-rated annual director grant that vests at the earlier of the next annual meeting or the one-year anniversary of the grant
Pebblebrook's board approved 2026 compensation for its executive officers, substantially the same structure as 2025. Pay mixes base salary, an annual cash bonus tied to seven objectives, and long-term equity awards, with 60% of equity in performance units.
CEO Jon E. Bortz's 2026 target cash incentive bonus is $1,390,000 on a $840,000 base salary.
Raymond D. Martz and Thomas C. Fisher each have a $560,000 base salary and a $590,000 target cash bonus.
Time-based grants vest in thirds on January 1, 2027, 2028 and 2029; performance units cover a three-year period ending December 31, 2028.
PhenixFIN reported results for the quarter ended December 31, 2025. Total investment income rose to $6.7 million from $6.2 million a year earlier, and net investment income rose to $2.1 million from $1.6 million, but unrealized losses of $7.2 million produced a net decrease in net assets from operations of $4.8 million, compared with a net increase of $2.5 million a year earlier. Net asset value per share fell to $77.92 from $80.24 at September 30, 2025, which matters to shareholders because it measures the value of their stake.
Total investment income of $6.7 million, up from $6.2 million a year earlier; net investment income of $2.1 million, up from $1.6 million
Net decrease in net assets from operations of $4.8 million, or $(2.38) per share, versus a net increase of $2.5 million, or $1.22 per share, a year earlier
Net change in unrealized losses of $7.2 million; net asset value per share of $77.92 at December 31, 2025, down from $80.24 at September 30, 2025
Weighted average yield of 12.52% on debt and other income producing investments; one portfolio company on non-accrual status with a fair value of $0.0 million
Goodyear reported fourth-quarter 2025 net sales of $4.9 billion, flat from a year earlier, and Goodyear net income of $105 million ($0.36 per share), up from $73 million ($0.25 per share). For the full year, net sales fell to $18.3 billion from $18.9 billion and the company posted a net loss of $1.7 billion ($5.99 per share), driven by a $1.5 billion non-cash deferred tax asset valuation allowance and a $674 million goodwill impairment charge, compared with net income of $46 million in 2024.
Q4 2025 adjusted EPS was $0.39 versus $0.38 a year earlier; the quarter included a $56 million insurance recovery worth $0.19 per share.
Q4 2025 total segment operating income was $416 million, up from $382 million, with segment operating margin of 8.5%.
Full-year 2025 adjusted net income was $136 million, or $0.47 per share, compared with $278 million, or $0.97 per share, in 2024.
Full-year 2025 operating cash flow was $796 million, compared with $698 million in 2024.
DTE Energy's Organization and Compensation Committee approved 2026 annual incentive plan measures and 2028 long-term incentive performance measures for executive officers on February 4, 2026. The filing reports how bonuses and long-term awards will be tied to earnings per share, cash from operations, safety, customer satisfaction and total shareholder return, which matters to shareholders because it shows how management pay is linked to company performance.
Annual incentive plan for 2026 weights DTE Energy operating earnings per share at 20% for executive officers, with Utility Operating Excellence Index at 30%
Target annual awards range from 75% to 125% of base salary, and the payout can range from 0% to 200% of target
Long-term performance stock units for the 2028 award cover January 1, 2026 through December 31, 2028, with total shareholder return vs. peers weighted at 80% for DTE Energy and DTE Electric executives
Long-term targets for awards granted in 2026, paying out in 2029, range from 190% to 525% of base salary
Arch Capital Group reported fourth-quarter 2025 net income available to common shareholders of $1.2 billion, or $3.35 per diluted share, up from $925 million, or $2.42 per share, a year earlier. Underwriting income rose 32.3% to $827 million and the combined ratio improved to 80.6% from 85.0%, while the company repurchased $798 million of shares.
Net income available to common shareholders was $1.2 billion, or $3.35 per share, versus $925 million, or $2.42 per share, in the fourth quarter of 2024.
After-tax operating income available to common shareholders was $1.1 billion, or $2.98 per share, versus $866 million, or $2.26 per share, a year earlier.
Underwriting income was $827 million, up 32.3%, and the combined ratio was 80.6% versus 85.0%.
Share repurchases totaled $798 million, and book value per common share was $65.11 at December 31, 2025, a 4.5% increase from September 30, 2025.
Ameren elected Timothy S. Rausch, a former executive vice president and chief nuclear officer at the Tennessee Valley Authority, to its board of directors, with a term starting March 1, 2026. He will also serve on the Finance Committee and the Nuclear, Operations and Environmental Sustainability Committee. The filing describes a board appointment only and includes no financial results or guidance.
Board election made February 6, 2026; term begins March 1, 2026 and runs to the 2026 Annual Meeting of Shareholders
Rausch was chief nuclear officer at TVA from October 2018 to July 2025, after earlier roles at Talen Energy and PPL Corporation
Appointed to the Finance Committee and the Nuclear, Operations and Environmental Sustainability Committee, effective March 1, 2026
Rausch had no reportable business relationships with Ameren or its subsidiaries in 2025 or 2026 to the filing date
onsemi reported fourth-quarter 2025 revenue of $1,530.1 million, down 11% from a year earlier, and GAAP diluted EPS of $0.45 versus $0.88. For full-year 2025, revenue fell 15% to $5,995.4 million and GAAP net income attributable to the company dropped to $121.0 million from $1,572.8 million, after $666.9 million of restructuring, asset impairment and other charges. The company also reported $1.4 billion of 2025 free cash flow, returned through share repurchases, and authorized a new buyback of up to $6 billion over three years.
Q4 2025 revenue $1,530.1 million, down 1% sequentially and 11% year over year; GAAP diluted EPS $0.45 (non-GAAP $0.64)
2025 GAAP net income $121.0 million versus $1,572.8 million in 2024; restructuring, asset impairments and other charges of $666.9 million
2025 free cash flow $1,418.6 million, with $1,377.6 million of share repurchases in the year
New share repurchase authorization of up to $6 billion over the next three years; Q1 2026 revenue outlook $1,435 to $1,535 million
Simpson Manufacturing reported fourth-quarter and full-year 2025 results on February 9, 2026. Full-year net sales rose 4.5% to $2.3 billion and diluted EPS rose 8.4% to $8.24, while fourth-quarter net sales rose 4.2% and diluted EPS rose 3.1% to $1.35, though fourth-quarter operating income fell 2.7%. The company also gave its 2026 outlook, estimating a consolidated operating margin of 19.5% to 20.5%.
Q4 2025 net sales of $539.3 million, up 4.2%; diluted EPS of $1.35, up 3.1%
Full-year 2025 income from operations of $458.1 million, an operating margin of 19.6%
2026 outlook: operating margin of 19.5% to 20.5%, including a $10.0 million to $12.0 million gain on sale of vacant land; capital expenditures of $75.0 million to $85.0 million
Board authorized up to $150.0 million in share repurchases for January 1 to December 31, 2026
Principal Financial Group reported fourth-quarter 2025 GAAP net income attributable to PFG of $517 million, or $2.32 per diluted share, down from $905 million, or $3.92, a year earlier. Non-GAAP operating earnings per diluted share rose 13% to $2.19, and the company set 2026 guidance for 9-12% non-GAAP operating EPS growth and raised its first-quarter 2026 dividend to $0.80 per share.
4Q25 GAAP net income attributable to PFG was $517.0 million, down 43% from $905.4 million in 4Q24; diluted EPS was $2.32 versus $3.92.
4Q25 non-GAAP operating EPS was $2.19, up 13% from $1.94; excluding significant variances, it was $2.24, up 7%.
Full-year 2025 non-GAAP operating EPS was $8.27, up 19%; GAAP net income was $1,185.1 million, down 25%.
The first-quarter 2026 dividend is $0.80 per share, a one-cent increase over the prior quarter, payable March 27, 2026.
UDR reported fourth-quarter 2025 results on February 9, 2026, with FFO per diluted share of $0.62, up from $0.48 a year earlier, and FFOA per diluted share of $0.64, up 2%. The company also set 2026 FFOA guidance of $2.47 to $2.57 per share, with a midpoint of $2.52 that is slightly below the 2025 actual of $2.54, and announced a 2026 annualized dividend of $1.74 per share, a 1.2% increase.
Q4 2025 FFO per diluted share was $0.62, up from $0.48 in Q4 2024; FFOA per diluted share was $0.64, up from $0.63.
Q4 2025 total revenue was $433.1 million, up 2.5% year over year; GAAP net income per diluted share was $0.67, compared with a loss of $(0.02) a year earlier.
Full-year 2026 FFOA guidance is $2.47 to $2.57 per share, midpoint $2.52, versus 2025 actual of $2.54.
The 2026 annualized dividend is $1.74 per share, a 1.2% increase over 2025; the Q4 2025 dividend was $0.43 per share.
Warby Parker's board appointed Adrian Mitchell as Chief Financial Officer, effective February 10, 2026, taking over as principal financial and principal accounting officer from Dave Gilboa, who had held those roles on an interim basis. Gilboa will continue as Co-Chief Executive Officer. Mitchell previously served as Chief Operating Officer and Chief Financial Officer of Macy's, Inc. until June 2025.
Effective date is February 10, 2026; Mitchell succeeds Dave Gilboa as principal financial officer and principal accounting officer.
Offer letter dated January 31, 2026 sets an annual base salary of $530,000 and a target bonus of 65% of base salary.
Equity package includes an annualized award of $2.7 million, prorated for the rest of 2026, and a one-time sign-on award of restricted stock units valued at $1 million.
Mitchell previously held CFO and COO roles at Macy's, Inc. and served as CEO of Arhaus from 2016 to 2017.
BD completed the spin-off of its Biosciences & Diagnostic Solutions business and its combination with Waters Corporation, and received $4 billion of cash from the transaction. BD plans to use $2 billion for an accelerated share repurchase and $2 billion for debt repayment, subject to market conditions, and BD shareholders will own 39.2% of the combined company on a fully diluted basis.
Transaction closed February 9, 2026; BD shareholders receive about 0.135 shares of Waters common stock per BD share held at the February 5, 2026 record date.
BD received $4 billion of cash and BD shareholders own 39.2% of the combined company on a fully diluted basis.
The transaction valued the business at $18.8 billion, based on Waters' February 6, 2026 closing price.
BD expects to use $2 billion for an accelerated share repurchase and $2 billion for debt repayment; claire M. Fraser left the BD board and joined the Waters board.
Equity LifeStyle Properties approved a 2026 executive bonus plan on February 3, 2026, with bonus potential tied mainly to operational targets such as core MH and RV revenues and net operating income. The board also declared a first quarter 2026 dividend of $0.5425 per share, payable April 10, 2026, to holders of record on March 27, 2026.
CEO Marguerite Nader's bonus potential is 290% of annual salary; Patrick Waite, Paul Seavey and David Eldersveld are each set at 220%.
70% of bonus potential depends on operational targets; the remaining 30% is at the Compensation Committee's discretion based on strategic initiatives.
Total bonus potential may rise by up to an additional $889,804 if stretch goals are exceeded.
Quarterly dividend of $0.5425 per share, or $2.17 annualized, payable April 10, 2026.
Waters Corporation closed its combination with the Biosciences and Diagnostic Solutions businesses of Becton, Dickinson and Company (BD) on February 9, 2026, through a Reverse Morris Trust transaction. The filing says Waters shareholders will own 60.8% of the combined company on a fully diluted basis and BD shareholders 39.2%, and that the deal added $4.0 billion of new term debt at the SpinCo level, which Waters guarantees.
Waters pre-closing shareholders own 60.8% and BD shareholders 39.2% of the combined company, on a fully diluted basis.
SpinCo borrowed $4.0 billion of unsecured term loans on February 6, 2026: $3.5 billion due 364 days after funding and $500.0 million due on the second anniversary.
Claire M. Fraser, Ph.D., joined the Waters board effective February 9, 2026, increasing its size from 10 to 11 members.
Corebridge Financial reported fourth-quarter and full-year 2025 results. The company posted a full-year net loss, compared with net income of $2.2 billion in 2024, mainly due to realized losses tied to Fortitude Re and changes in market risk benefits, while operating EPS rose 4% to $4.42. The board approved a quarterly dividend of $0.25 per share, up $0.01, which matters to shareholders because the company returned $2.6 billion to shareholders in 2025.
Full-year 2025 net loss of $366 million, or $0.68 per share, versus net income of $2.2 billion, or $3.72 per share, in 2024.
Full-year operating EPS of $4.42, up from $4.25; adjusted pre-tax operating income was $3.0 billion, down 6%.
Fourth-quarter net income of $814 million, or $1.59 per share, versus $2.2 billion a year earlier.
Declared dividend of $0.25 per share, payable March 31, 2026, to holders of record on March 17, 2026; 2025 shareholder returns totaled $2.6 billion, including $2.1 billion of buybacks.
Trex Company appointed Irene Tasi, Senior Vice President and Chief Transformation Officer at PPG Industries, as a director effective February 9, 2026. The board said she will serve on the Audit and Compensation committees and will stand for election at the 2026 annual meeting, and that the board will have eleven directors, ten of them independent, until a previously disclosed director retirement takes effect.
Board appointed Ms. Tasi on February 6, 2026, effective February 9, 2026
Ms. Tasi will serve on the Audit Committee and Compensation Committee
Board will have eleven directors, ten independent, before reducing to ten after the 2026 annual meeting as director Kaplan retires
Ms. Tasi previously spent over 20 years at Masco Corporation before joining PPG in 2021
Medpace reported fourth-quarter and full-year 2025 results on February 9, 2026. Revenue and GAAP earnings per diluted share both rose from the prior-year periods, and the company gave a 2026 forecast for revenue, GAAP net income and EBITDA, with the forecast implying slower revenue growth than in 2025.
Q4 2025 revenue was $708.5 million, up 32.0% from $536.6 million; GAAP diluted EPS was $4.67 versus $3.67.
Full-year 2025 revenue was $2.53 billion, up 20.0%; GAAP diluted EPS was $15.28 versus $12.63.
2026 guidance: revenue of $2.755 billion to $2.855 billion (8.9% to 12.8% growth) and GAAP diluted EPS of $16.68 to $17.50.
No share repurchases in Q4 2025; $821.7 million remained under the buyback program at December 31, 2025.
Cincinnati Financial reported fourth-quarter 2025 net income of $676 million, or $4.29 per share, up from $405 million, or $2.56 per share, a year earlier. The quarter included a $145 million after-tax increase in the fair value of equity securities still held, and non-GAAP operating income rose 7% to $531 million, or $3.37 per share. For full-year 2025, net income was $2.393 billion, or $15.17 per share, and book value per share reached $102.35 at December 31, 2025.
Q4 2025 net income $676 million, or $4.29 per share, vs. $405 million, or $2.56 per share, in Q4 2024
Q4 2025 non-GAAP operating income $531 million, or $3.37 per share, up 7%; full-year non-GAAP operating income $1.254 billion, up 5%
Full-year 2025 property casualty combined ratio 94.9%, up from 93.4% in 2024; book value per share $102.35 at December 31, 2025
At a February 9, 2026 special meeting, NGL Energy Partners unitholders approved the 2025 Long-Term Incentive Plan, which allows up to 10,000,000 units to be issued under the plan over a 10-year term. Unitholders also ratified Grant Thornton LLP as the independent registered public accounting firm for fiscal year 2026. The filing describes plan terms that limit repricing and bar automatic replenishment of units, but it does not state any financial results.
2025 Plan approved: 50,358,968 votes for, 7,383,960 against, 1,252,770 abstain, 25,523,262 broker non-votes
Plan authorizes up to 10,000,000 units, with a 10-year term and no evergreen replenishment
Grant Thornton LLP ratified for fiscal 2026: 83,060,271 for, 509,685 against, 949,004 abstain
Record date for the special meeting was December 18, 2025
AECOM reported first quarter fiscal 2026 results for the quarter ended December 31, 2025. Revenue fell 5% to $3.8 billion and GAAP diluted EPS fell 20% to $1.06, while the company raised its fiscal 2026 adjusted EPS guidance to $5.85 to $6.05 from $5.65 to $5.85 and the board raised the share repurchase authorization to $1 billion.
Revenue fell 5% to $3.8 billion; operating income fell 7% to $222 million; net income fell 21% to $140 million
Adjusted EPS fell 2% to $1.29; adjusted EBITDA rose 6% to $287 million
Fiscal 2026 adjusted EPS guidance raised to $5.85 to $6.05, from $5.65 to $5.85; free cash flow guidance of approximately $400 million
Returned more than $340 million to shareholders in the quarter; board approved repurchase authorization increase to $1 billion
Amkor reported fourth-quarter 2025 net sales of $1.89 billion, up 16% from a year earlier, and full-year 2025 net sales of $6.71 billion, up 6%. Its first-quarter 2026 guidance of $1.60 billion to $1.70 billion in net sales and $45 million to $70 million in net income is well below the fourth-quarter results, and full-year 2026 capital expenditures are expected at $2.5 billion to $3.0 billion.
Q4 2025 net income attributable to Amkor was $172 million, or $0.69 per diluted share, versus $106 million, or $0.43, in Q4 2024.
Full-year 2025 net income was $374 million, or $1.50 per diluted share, versus $1.43 in 2024.
Q1 2026 guidance: net sales of $1.60 billion to $1.70 billion, gross margin of 12.5% to 13.5%, and EPS of $0.18 to $0.28.
Full-year 2026 capital expenditures are expected at approximately $2.5 billion to $3.0 billion, compared with $905 million of property, plant and equipment payments in 2025.
ZoomInfo reported fourth-quarter 2025 revenue of $319.1 million, up 3% year over year, and GAAP net income of $34.7 million, or $0.11 per diluted share, compared with $14.6 million, or $0.04, a year earlier. Full-year 2026 revenue guidance of $1.247 billion to $1.267 billion is roughly level with 2025 revenue of $1,249.5 million. The board also approved an additional $1.0 billion share repurchase program on February 5, 2026, which the company says it may fund from working capital, operating cash flow and credit facility borrowings.
Q4 2025 revenue was $319.1 million, up 3% year over year; GAAP net income was $34.7 million, or $0.11 per diluted share, versus $0.04 a year earlier.
FY 2026 guidance: revenue of $1.247 billion to $1.267 billion and non-GAAP adjusted EPS of $1.10 to $1.12, compared with $1.09 in 2025.
Board approved an additional $1.0 billion stock repurchase program on February 5, 2026; in 2025 the company repurchased 40.5 million shares for $407.0 million.
Net revenue retention rate was 90% as of December 31, 2025.
On February 8, 2026, Fox Factory entered a cooperation agreement with Engine Capital L.P. and its affiliates, announced February 9. The company will add Alan L. Bazaar and a second independent director with manufacturing operations experience, and will form a Transformation Committee to oversee profitability, cost-cutting and margin improvement. Chairman Dudley W. Mendenhall and director Ted D. Waitman will leave the board by the 2026 annual meeting, and the filing reports no financial results.
Agreement dated February 8, 2026 with Engine Capital L.P. and certain affiliates; Alan L. Bazaar to join the board within ten business days.
A second independent director with executive-level manufacturing operations experience to be added as a Class I director, with a term expiring at the 2026 annual meeting.
Transformation Committee to be chaired by Sidney Johnson; management to retain a nationally recognized consulting firm to reduce costs and improve margins.
Dudley W. Mendenhall will not stand for re-election and Ted D. Waitman will resign, both effective no later than the 2026 annual meeting; board size capped at seven without Engine Capital's consent.
Upwork reported fourth-quarter 2025 revenue of $198.4 million, up 4% year over year, and full-year 2025 revenue of $787.8 million, up 2%. GAAP net income fell sharply in both periods, to $15.6 million for the quarter and $115.4 million for the year, because 2024 results included a $140.3 million non-cash tax benefit. The company guided to 2026 revenue of $835 million to $850 million.
Q4 2025 revenue was $198.4 million, up 4% year over year; GAAP net income was $15.6 million versus $147.2 million in Q4 2024.
Full-year 2025 revenue was $787.8 million, up 2%; GAAP net income was $115.4 million versus $215.6 million in 2024.
2026 guidance: revenue of $835 million to $850 million and adjusted EBITDA of $240 million to $250 million; Q1 2026 revenue guidance is $192 million to $197 million.
On February 3, 2026, the board adopted amended and restated bylaws with a cure process for defective stockholder director nomination notices.
White Pearl Acquisition Corp. (WPAC) consummated its initial public offering on February 3, 2026, selling 11,500,000 units at $10.00 each for gross proceeds of $115,000,000, including the full exercise of the underwriters' over-allotment option. The full $115,000,000 was deposited in a trust account for public shareholders, and the company has 18 months, to August 3, 2027 by default, to complete an initial business combination or liquidate, which the auditor flagged as raising substantial doubt about its ability to continue as a going concern.
IPO of 11,500,000 units at $10.00 per unit, gross proceeds of $115,000,000, closed February 3, 2026
$115,000,000 placed in trust account; cash outside trust was $2,156,745
Auditor WWC, P.C. cited going-concern doubt tied to the 18-month deadline, initially August 3, 2027
Private placement of 290,000 units to sponsor White Pearl Group Limited for $2,900,000
Kroger's Board appointed Greg Foran, 64, as chief executive officer effective February 10, 2026, and he will also join the Board. Foran previously led Air New Zealand as CEO from February 2020 until October 2025 and Walmart U.S. from August 2014 until January 2020. Ron Sargent, interim CEO since March 2025, remains Chairman, and Kroger reaffirmed its fiscal 2025 guidance.
Foran's offer letter sets base salary at $1,500,000 a year and an annual cash incentive target of 200% of base salary.
Foran's long-term incentive target is $12,000,000 a year, with a standard grant planned for March 2026 subject to Compensation Committee approval.
Sargent remains Chairman and principal executive officer until the Form 10-K for the fiscal year ended January 31, 2026 is filed.
Kroger reaffirmed its fiscal 2025 guidance and said it will provide a further update on the leadership transition on its March 5 earnings call.
Brixmor Property Group reported fourth-quarter 2025 net income attributable to the company of $137.1 million, or $0.44 per diluted share, up from $0.27 a year earlier, and Nareit FFO of $178.4 million, or $0.58 per diluted share, versus $0.53. The company also expects 2026 Nareit FFO of $2.33 to $2.37 per diluted share, compared with $2.25 for 2025, and same property NOI growth of 4.50% to 5.50%.
Q4 2025 net income attributable to Brixmor was $137.1 million, or $0.44 per diluted share, versus $0.27 in Q4 2024
Full-year 2025 net income attributable to Brixmor was $386.2 million, or $1.25 per diluted share, versus $1.11 in 2024
2026 guidance: Nareit FFO of $2.33 to $2.37 per diluted share and same property NOI growth of 4.50% to 5.50%
Quarterly dividend of $0.3075 per share, payable April 15, 2026 to holders of record on April 2, 2026
Ichor reported fourth quarter and fiscal 2025 results, with Q4 revenue of $223.6 million, above the midpoint of its November guidance range, and a GAAP net loss of $16.0 million, or $(0.46) per diluted share. For full-year 2025, revenue rose 11.6% to $947.7 million, but the GAAP net loss widened to $52.8 million from $20.8 million in 2024, and the company guided first-quarter 2026 revenue to $240 million to $260 million.
Q4 2025 revenue was $223.6 million, down from $239.3 million in Q3 2025 and $233.3 million in Q4 2024.
Q4 2025 GAAP diluted EPS was $(0.46), compared with $(0.12) in Q4 2024; non-GAAP diluted EPS was $0.01.
Full-year 2025 revenue was $947.7 million, up 11.6%; GAAP net loss was $52.8 million, or $(1.54) per share.
Q1 2026 outlook: revenue of $240 million to $260 million and GAAP diluted EPS of $(0.10) to $0.02, with a $(0.04) midpoint.
Director George H. Ellis, a board member since May 2010, retired from the Liquidity Services board effective February 4, 2026, as part of long-term succession planning and not due to any disagreement with the company. The board reduced its size from 8 to 7 directors and cut the Audit and Governance committees from 4 to 3 independent directors each.
George H. Ellis notified the company on February 3, 2026 of his retirement, effective February 4, 2026.
Ellis served as director since May 2010 and as Audit Committee Chair from 2010 through February 2024.
Board size reduced from 8 to 7 directors; Audit and Governance committees each reduced from 4 to 3 independent directors.
Heartland Express reported unaudited results for the fourth quarter and full year ended December 31, 2025, in a press release dated February 3, 2026. Fourth-quarter operating revenue fell to $179.4 million from $242.6 million a year earlier, and the company booked a $19.0 million non-cash trade name impairment tied to unifying CFI with Heartland Express, which deepened the quarterly loss for shareholders.
Q4 2025 operating revenue was $179.4 million, versus $242.6 million in Q4 2024; net loss was $19.4 million, or $0.25 per share, versus a net loss of $1.9 million, or $0.02 per share.
Full-year 2025 operating revenue was $805.7 million, versus $1.0 billion in 2024, with a net loss of $52.5 million, or $0.67 per share.
Q4 2025 included a $19.0 million impairment of the CFI trade name; the company reported a Q4 operating ratio of 112.7% and a non-GAAP adjusted operating ratio of 101.6%.
Commerce Bancshares' compensation committee approved 2026 base salaries, 2025 performance bonuses, and a new design for 2026 long-term equity awards for its CEO and other named executive officers. The filing shows CEO John W. Kemper's 2026 salary at $1,050,000 and his 2025 performance-based bonus at $2,313,108, with the 2026 equity mix now split between time-vested and performance-vested restricted stock units.
CEO John W. Kemper: 2026 salary of $1,050,000 and 2025 performance-based bonus of $2,313,108, effective March 28, 2026 for the salary
Effective February 9, 2026, Joseph R. Cavatoni stepped down as principal executive officer of WGC USA Asset Management, the sponsor of World Gold Trust and SPDR Gold MiniShares Trust, to expand his role at the World Gold Council. Jonathan D. Spiegel was appointed to succeed him with immediate effect. The filing says the change does not arise from any disagreement about the trust's operations, policies or practices.
Joseph R. Cavatoni steps down as principal executive officer of the sponsor effective February 9, 2026
Jonathan D. Spiegel, age 44, appointed principal executive officer with immediate effect
Spiegel joined the World Gold Council on January 13, 2026 as Chief Executive Officer of the Funds
Prior role: Director and Head of ETF Product Development at New York Life Investment Management, October 2021 to December 2025
Effective February 9, 2026, Joseph R. Cavatoni stepped down as principal executive officer of World Gold Trust Services, LLC, the sponsor of SPDR Gold Trust, to expand his role at the World Gold Council. The sponsor appointed Jonathan D. Spiegel to the role with immediate effect; the filing says the departure did not arise from any disagreement about the Trust's operations, policies or practices.
Joseph R. Cavatoni steps down as sponsor principal executive officer effective February 9, 2026
Jonathan D. Spiegel, age 44, appointed sponsor principal executive officer with immediate effect
Spiegel joined World Gold Council on January 13, 2026 as Chief Executive Officer of the Funds
Prior to WGC, Spiegel was Director and Head of ETF Product Development at New York Life Investment Management from October 2021 through December 2025
Sherwin-Williams amended its Amended and Restated Credit Agreement with Citicorp USA, Inc. as administrative agent, and the lenders party thereto. The main purpose of the amendment is to extend the maturity of $75 million of borrowing and letter of credit commitments from June 20, 2026 to December 20, 2030. The filing describes this as a routine extension of existing credit capacity and does not report any change in borrowing amounts or pricing.
Amendment No. 1 dated February 9, 2026 amends the credit agreement dated November 17, 2025
Maturity of $75 million of commitments extended from June 20, 2026 to December 20, 2030
Certain lenders and their affiliates have provided other banking and financial services to the company and may do so in the future
Labcorp Holdings appointed John H. Sampson, M.D., Ph.D., as a board member effective February 9, 2026, and named him to the Quality and Compliance Committee. Sampson is vice chancellor for health affairs and dean of the University of Colorado Anschutz School of Medicine and previously held senior leadership roles at Duke University Health System. The filing describes a board addition with no financial results, guidance or deal terms attached.
Board appointment effective February 9, 2026; Board approved the appointment on February 6, 2026
Sampson joins the Quality and Compliance Committee
Sampson will receive director compensation under the company's program described in its April 4, 2025 proxy statement
Sampson is vice chancellor for health affairs and dean at the University of Colorado Anschutz School of Medicine
Co-founder Aneel Bhusri was appointed Workday's chief executive officer effective February 6, 2026, and will also remain Chair of the Board. Carl Eschenbach stepped down as CEO and resigned from the Board, and Workday reaffirmed its fiscal 2026 fourth-quarter and full-year outlook, with the exception of GAAP operating margin, which was addressed in a February 4 Form 8-K.
Aneel Bhusri appointed CEO effective February 6, 2026; Carl Eschenbach resigned as CEO and as a director.
Bhusri's base salary is $1,250,000, with an annual target cash bonus of up to 200% of base salary beginning in fiscal 2027.
Bhusri is expected to receive grants dated March 5, 2026: a $60 million RSU award and a $75 million performance-based RSU award.
Eschenbach will receive a lump sum payment of $3,601,355 and accelerated vesting of 139,773 and 24,153 shares; Workday will report fourth-quarter and full-year results after market on February 24, 2026.
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