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).
Tyson Foods agreed on February 10, 2026 to sell $500 million of 4.950% senior notes due 2036 in an underwritten public offering. The company expects the sale to close on February 20, 2026, and plans to use the net proceeds for general corporate purposes, including paying down debt, which is expected to include retiring its 4.00% Notes due March 2026. The filing adds $500 million of long-term debt, with the stated use of proceeds being debt reduction and general corporate needs.
$500 million aggregate principal amount of 4.950% Senior Notes due 2036, sold under an effective Form S-3 shelf registration
Underwriters include BofA Securities, J.P. Morgan Securities and Morgan Stanley & Co. as representatives; closing expected February 20, 2026
Proceeds for general corporate purposes, including expected retirement of the outstanding 4.00% Notes due March 2026
On February 10, 2026, Celsius Holdings' board accepted the resignations of directors Israel Kontorvsky and Michael Del Pozzo, both appointed under PepsiCo's board designation rights, and appointed Christy Jacoby and John Short to fill the vacancies. The same day, Tony Guilfoyle moved from Chief Commercial Officer to Chief Customer Officer and no longer serves as an executive officer under SEC rules. The filing reports no compensation for the new directors and describes board seats tied to PepsiCo's rights under an August 28, 2025 securities purchase agreement.
Kontorvsky and Del Pozzo resigned from the board effective February 10, 2026; both had been appointed under PepsiCo's board designation rights.
Christy Jacoby, 55, and John Short, 53, were appointed directors effective February 10, 2026, with terms ending at the 2026 annual meeting.
Jacoby joined the Audit and Enterprise Risk Committee; Short joined the Governance and Nominating Committee.
Tony Guilfoyle became Chief Customer Officer and ceased to be an executive officer under SEC rules.
Deluxe and certain subsidiaries signed an asset purchase agreement to sell specified assets tied to their Safeguard and Safeguard Business Systems brands to PFG-SG Operating Group LLC. The buyer will pay about $25 million, with $12 million due at closing and the rest in three equal annual installments, and the deal is expected to close in the first quarter of 2026.
Aggregate purchase price is approximately $25 million: $12 million at closing, remainder in three equal installments on each later anniversary of closing.
Transaction is expected to close in the first quarter of 2026, subject to customary closing conditions.
Either side may terminate if closing conditions are not met by April 30, 2026, and the Seller Entities agree to a three-year non-compete and non-solicit covenant after closing.
Franklin BSP Realty Trust, Inc. (FBRT) said its board appointed Michael Comparato as chief executive officer, effective immediately, succeeding Richard J. Byrne, who resigned as CEO on February 10, 2026. Byrne will remain chairman, and Brian Buffone was appointed president to succeed Comparato, also effective immediately. The change is a leadership transition at the top of the company, which is externally managed by Benefit Street Partners L.L.C.
Michael Comparato, 48, appointed CEO effective February 10, 2026; he had been president since March 2023
Richard J. Byrne resigned as CEO on February 10, 2026 and will continue as Chairman of the Board
Brian Buffone, 48, appointed president; he has been head of real estate operations at the Advisor since January 2025
GXO reported fourth-quarter and full-year 2025 results on February 10, 2026. Revenue rose 7.9% to $3.5 billion in the quarter and 12.5% to $13.2 billion for the year, but net income and adjusted diluted EPS declined in both periods. The company also issued 2026 guidance, including adjusted diluted EPS of $2.85 to $3.15, which the release says increases 20% at the midpoint.
Q4 2025: revenue $3.5 billion, up 7.9%; diluted EPS $0.37 vs. $0.83; adjusted diluted EPS $0.87 vs. $1.00
Full year 2025: net income $36 million vs. $138 million; diluted EPS $0.28 vs. $1.12; adjusted diluted EPS $2.51 vs. $2.80
Full year 2025 adjusted EBITDA $881 million vs. $815 million in 2024
2026 guidance: adjusted EBITDA $930 million to $970 million; organic revenue growth 4% to 5%
Diodes reported fourth quarter 2025 revenue of $391.6 million, up from $339.3 million a year earlier but roughly flat from $392.2 million in the prior quarter. GAAP net income was $10.2 million, or $0.22 per diluted share, compared with $8.2 million, or $0.18, a year earlier and $14.3 million, or $0.31, in the prior quarter. The company also expects first-quarter 2026 revenue of about $395 million, plus or minus 3 percent, which it says represents 19% growth year over year.
Q4 2025 revenue $391.6 million, up 15.4% year over year; full-year 2025 revenue $1.48 billion, up 13%
Q4 2025 GAAP gross margin 31.1%, versus 32.7% a year earlier and 30.7% in the prior quarter
Full-year 2025 GAAP diluted EPS $1.43, versus $0.95 in 2024; non-GAAP diluted EPS for Q4 was $0.34
Q1 2026 outlook: revenue about $395 million (plus or minus 3%) and GAAP gross margin of 31.5% (plus or minus 1 point)
Centrus Energy reported full-year 2025 revenue of $448.7 million and net income of $77.8 million, both up from 2024, and ended the year with $2.0 billion in unrestricted cash. Diluted earnings per share fell to $3.90 from $4.47, as the diluted share count rose to 19,925 thousand from 16,373 thousand, and fourth-quarter net income dropped to $17.8 million from $53.7 million. The company also guided to 2026 total revenue of $425 million to $475 million.
Full-year 2025 revenue was $448.7 million, up from $442.0 million in 2024; gross profit was $117.5 million, up from $111.5 million.
Diluted net income per share was $3.90 for 2025, down from $4.47 in 2024; basic was $4.33 versus $4.49.
Fourth-quarter 2025 net income was $17.8 million, down from $53.7 million a year earlier; diluted EPS was $0.79 versus $3.20.
For 2026, Centrus expects total revenue of $425 million to $475 million and total capital deployment of $350 million to $500 million.
Insperity reported a fourth-quarter 2025 net loss of $33 million, or $(0.88) per diluted share, as revenue rose 3% to $1.7 billion and gross profit fell 21% to $172 million. The company also announced a realignment plan that will eliminate about 4% of non-sales positions, with estimated one-time charges of about $9 million, and issued 2026 guidance for adjusted EBITDA of $170 million to $230 million.
Q4 2025: revenue up 3% to $1.7 billion; net loss $33 million; diluted EPS $(0.88) versus $(0.22) a year earlier
Full year 2025: revenue up 4% to $6.8 billion; net loss $7 million; adjusted EBITDA $131 million
Realignment Plan: about 4% of non-sales positions eliminated, with about $9 million in one-time charges, mostly in Q1 2026
2026 guidance: adjusted EBITDA $170 million to $230 million; adjusted EPS $1.69 to $2.72
On February 5, 2026, Dauch's board appointed Fiona MacAulay and Simon Mackenzie Smith as independent directors, with committee seats effective April 29, 2026. The same day, Dauch named Markus Bannert Vice President, Metal Forming, with a base salary of €800,000 and a performance equity award with a target of 90,909 shares. The filing describes these as board and executive appointments and contains no financial results.
MacAulay joins as a Class I director serving until the 2027 annual meeting and is appointed to the Compensation and Nominating/Corporate Governance committees, effective April 29, 2026.
Smith joins as a Class II director serving until the 2028 annual meeting and is appointed to the Audit and Technology committees, effective April 29, 2026.
Bannert's base salary is €800,000, with a target annual bonus of 75% and a target long-term incentive of 150% of base salary.
Bannert's inducement award has a target of 90,909 shares, with up to 272,727 shares earnable; 50% vests at the end of the performance period ending March 31, 2029, and the rest one year later.
O-I Glass reported full-year 2025 net sales of $6.4 billion, down from $6.5 billion, and a net loss attributable to the company of $0.84 per share, compared with a $0.69 loss in 2024, mainly due to restructuring-related items. Adjusted earnings rose to $1.60 per share from $0.81, and the company guided to 2026 adjusted EPS of $1.65 to $1.90 and adjusted EBITDA of $1.25 billion to $1.30 billion. For shareholders, the reported loss widened while the company expects higher adjusted earnings and free cash flow in 2026.
Net sales were $6.4 billion in 2025 versus $6.5 billion in 2024; loss before income taxes was $49 million versus earnings of $38 million.
Adjusted EPS was $1.60 in 2025 versus $0.81 in 2024; free cash flow was $168 million versus a $128 million use of cash.
2026 guidance: adjusted EBITDA of $1.25 billion to $1.30 billion, adjusted EPS of $1.65 to $1.90, and free cash flow of about $200 million.
Cumulative three-year Fit To Win benefit target raised to at least $750 million; 2025 benefits were $300 million.
Northern Oil and Gas said it expects a non-cash impairment charge of $260 million to $270 million for the fourth quarter of 2025, driven by lower average oil prices year over year. The company also estimated unrealized derivative gains of $84.0 million to $88.0 million and realized hedge gains of $70.0 million to $72.0 million for the quarter. The impairment does not affect cash flows, but it is a large charge that will weigh on reported fourth-quarter results, which remain preliminary and unaudited.
Expected non-cash impairment charge in Q4 2025 of $260 million to $270 million under the full-cost ceiling test; the company says it has no cash flow impact.
Estimated Q4 2025 unrealized mark-to-market gains on derivatives of $84.0 million to $88.0 million, and realized hedge gains of $70.0 million to $72.0 million.
Record 33 ground game transactions in Q4 2025, deploying about $77.0 million; 84 transactions and $173.5 million deployed for full-year 2025.
Figures are preliminary and unaudited, subject to financial closing and audit procedures, and may differ materially.
Danaher Corporation disclosed that director Jessica L. Mega retired from its Board of Directors effective February 5, 2026, citing commitments tied to her other professional obligations. The filing states her decision was not the result of any disagreement with Danaher on its operations, policies or practices.
Jessica L. Mega notified the Board on February 5, 2026, of her retirement, effective the same day.
She cited commitments related to her other professional obligations.
The filing states there was no disagreement with Danaher on operations, policies or practices.
The 8-K contains no financial results; its only exhibit is an inline XBRL cover page.
Edwards Lifesciences reported fourth-quarter 2025 net sales of $1.57 billion, up 13.3% from a year earlier, with TAVR sales up 12.0% and TMTT sales up more than 40%. Profit fell sharply on a GAAP basis: net income from continuing operations was $64.2 million, or $0.11 per diluted share, versus $345.0 million, or $0.58, a year earlier, after a $208.6 million litigation charge and a $99.8 million impairment on its JenaValve investment. The company said it has increased confidence in its 2026 outlook, including adjusted EPS of $2.90 to $3.05.
Q4 2025 net sales $1.57 billion, up 13.3% (11.6% constant currency); adjusted EPS $0.58 versus $0.59 a year earlier
GAAP diluted EPS from continuing operations $0.11, versus $0.58 in Q4 2024, reflecting $208.6 million in intellectual property and litigation expenses and a $99.8 million impairment loss
2026 guidance: constant currency sales growth of 8% to 10% and adjusted EPS of $2.90 to $3.05, with management citing increased confidence
Q1 2026 outlook: total sales of $1.55 billion to $1.63 billion and adjusted EPS of $0.70 to $0.76
Assurant reported fourth-quarter 2025 GAAP net income of $225.2 million, up 12% from a year earlier, and full-year net income of $872.7 million, up 15%. For 2026, the company expects Adjusted EBITDA excluding reportable catastrophes and Adjusted earnings per diluted share excluding reportable catastrophes to be consistent with 2025 levels, or to rise mid-to-high single digits excluding $113 million of favorable prior-year reserve development.
Q4 2025 GAAP net income per diluted share was $4.41, up 14% from $3.87; full-year 2025 was $16.93, up 17%.
Q4 2025 Adjusted earnings per diluted share excluding reportable catastrophes was $5.75, up 4% from $5.54.
Full-year 2025 net earned premiums, fees and other income reached $12.35 billion, up 8% from $11.42 billion.
Global Housing Adjusted EBITDA excluding reportable catastrophes is expected to decrease in 2026, while Global Lifestyle is expected to rise high single digits.
On February 10, 2026, NextEra Energy Capital Holdings, a wholly-owned subsidiary of NextEra Energy, sold €650 million of 2030 debentures and €650 million of 2034 debentures, both guaranteed by parent NextEra Energy. The filing is mainly administrative: it files legal opinions from outside counsel as exhibits for these registered securities, and it does not report earnings or guidance.
Two series sold on February 10, 2026: €650 million of 2.989% debentures due February 10, 2030 and €650 million of 3.624% debentures due February 10, 2034
Total principal sold is €1.3 billion, and NextEra Energy guarantees both series
Debentures were registered under Registration Statement Nos. 333-278184, 333-278184-01 and 333-278184-02
Exhibits filed are legal opinions from Squire Patton Boggs (US) LLP and Morgan, Lewis & Bockius LLP, dated February 10, 2026
Two Southwest Airlines board members, C. David Cush and Gregg A. Saretsky, submitted resignations on February 9, 2026, effective February 23, 2026. The company states neither departure involves a disagreement with Southwest on its operations, policies or practices.
Directors C. David Cush and Gregg A. Saretsky submitted resignations on February 9, 2026.
Resignations take effect February 23, 2026.
The filing states neither departure is due to a disagreement with the company on operations, policies or practices.
American International Group reported fourth-quarter and full-year 2025 results on February 10, 2026, and declared a quarterly dividend of $0.45 per share. Fourth-quarter GAAP net income per diluted share fell to $1.35 from $1.43 a year earlier, mainly due to a change in unrealized losses on its Corebridge stake, while adjusted after-tax income per diluted share rose 51% to $1.96. For the full year, GAAP EPS was $5.43 versus a loss of $2.17 in 2024, and adjusted EPS rose 43% to $7.09.
Q4 2025 General Insurance underwriting income was $670 million, up 48% year-over-year, with a combined ratio of 88.8%.
Full-year 2025 returned $6.8 billion to shareholders, including $5.8 billion of share repurchases and approximately $1.0 billion of dividends.
Quarterly dividend of $0.45 per share is payable March 30, 2026, to shareholders of record at the close of business on March 16, 2026.
Advanced Energy reported fourth-quarter 2025 revenue of $489 million, up from $415 million a year earlier, and full-year 2025 revenue of $1.80 billion, up 21%. Q4 diluted GAAP EPS from continuing operations was $1.31 versus $1.29 a year earlier, and non-GAAP EPS was $1.94 versus $1.30, while the company guided first-quarter 2026 revenue to $500 million plus or minus $20 million.
Q4 2025 revenue was $489 million, compared with $463 million in Q3 2025 and $415 million in Q4 2024.
Q4 2025 GAAP diluted EPS from continuing operations was $1.31; non-GAAP diluted EPS was $1.94. Q4 2024 GAAP results included a one-time, net tax benefit of $15 million.
Full-year 2025 cash flow from continuing operations was $235 million, and the company repurchased $30 million of common stock.
Q1 2026 guidance: revenue of $500 million plus or minus $20 million; GAAP EPS of $1.44 plus or minus $0.25; non-GAAP EPS of $1.94 plus or minus $0.25.
Mirion reported fourth-quarter 2025 revenue of $277.4 million, up 9.1% from a year earlier, and GAAP net income of $17.8 million, up 11.9%. Adjusted earnings per share fell to $0.15 from $0.17, and full-year 2025 revenue was $925.4 million, up from $860.8 million in 2024. The company also guided 2026 revenue growth of 22.0% to 24.0% and Adjusted EBITDA of $285 million to $300 million.
Q4 2025 revenue rose 9.1% to $277.4 million; GAAP net income was $17.8 million versus $15.9 million
Q4 GAAP EPS was $0.07, flat with 2024; adjusted EPS was $0.15 versus $0.17
FY2026 guidance: revenue growth of 22.0% to 24.0%, Organic Revenue growth of 5.0% to 7.0%, Adjusted EBITDA of $285 million to $300 million
FY2026 Adjusted EPS guidance of $0.50 to $0.57 per share, now including stock-based compensation
NETSTREIT reported fourth quarter and full year 2025 results, with Q4 net income of $0.02 per diluted share versus a loss of $0.07 a year earlier and AFFO up 3.1% to $0.33 per share. Core FFO slipped 3.1% in the quarter, to $0.31 per share, and the company reaffirmed its 2026 AFFO per share guidance of $1.35 to $1.39 while raising its quarterly dividend 2.3% to $0.22.
Q4 2025 gross investment activity was a record $245.4 million at a 7.5% cash yield.
Full year 2025 AFFO was $1.31 per diluted share, up 4.0% from $1.26; full year Core FFO was $1.23, down 2.4% from $1.26.
The quarterly dividend rises to $0.22 per share, payable March 31, 2026 to holders of record on March 16, 2026.
Management will hold an earnings conference call on February 11, 2026 at 11:00 AM ET.
Acadia Realty Trust reported fourth quarter 2025 revenue of $104.8 million, up from $93.3 million a year earlier, and FFO Before Special Items of $0.34 per share, up from $0.32. GAAP net earnings per share fell to $0.04 from $0.07, so the quarter's headline measures point in different directions. The company also gave initial 2026 FFO As Adjusted guidance of $1.21 to $1.25 per share, a new metric it will report beginning in 2026.
Q4 2025 total revenues were $104.8 million, versus $93.3 million in Q4 2024.
Q4 2025 FFO Before Special Items was $0.34 per share, versus $0.32; GAAP net earnings per share were $0.04, versus $0.07.
Full-year 2025 GAAP net earnings per share were $0.10, versus $0.19 in 2024; the filing cites a loss on change in control related to Georgetown Renaissance.
2026 FFO As Adjusted guidance is $1.21 to $1.25 per share, with REIT Portfolio same-property NOI growth of 5% to 9%.
Mattel reported fourth-quarter 2025 net sales of $1,766 million, up 7% as reported, while reported EPS fell to $0.34 from $0.42. For full year 2025, net sales were $5,348 million, down 1%, and reported EPS was $1.24 versus $1.58. The company guided 2026 adjusted EPS to $1.18-$1.30, below the 2025 actual of $1.41, and its board authorized a new $1.5 billion share repurchase program.
Q4 2025 net sales $1,766 million, up 7% as reported; reported operating income $141 million, down $17 million
FY2025 net sales $5,348 million, down 1%; reported EPS $1.24 vs. $1.58 a year earlier
2026 guidance: adjusted operating income $550-$600 million vs. $620 million in 2025; adjusted EPS $1.18-$1.30 vs. $1.41
Board authorized a $1.5 billion share repurchase, expected to be completed by 2028; Mattel repurchased $600 million of shares in 2025
Pegasystems reported fourth-quarter and full-year 2025 results, with Q4 revenue up 3% and annual contract value up 17% for the year. Q4 GAAP diluted EPS more than doubled, but non-GAAP diluted EPS fell 5%, and the GAAP figure includes a $175 million non-cash tax benefit. The company also extended its share repurchase program to June 30, 2027 and raised its authorization by $1 billion.
Q4 2025 total revenue was $504.3 million, up 3% from $490.8 million a year earlier; full-year revenue was $1.75 billion, up 17%.
Q4 2025 GAAP diluted EPS was $1.27 versus $0.63; non-GAAP diluted EPS was $0.76 versus $0.80, down 5%.
2026 guidance: revenue of $2.0 billion, GAAP diluted EPS of $1.87, non-GAAP diluted EPS of $2.75, and free cash flow of $575 million.
Share repurchase program expiration extended from June 30, 2026 to June 30, 2027, with authorized repurchases increased by $1 billion.
Douglas Emmett reported fourth-quarter 2025 revenues of $249.4 million, up from $245.0 million a year earlier, but a net loss attributable to common stockholders of $6.8 million, compared with a $0.9 million loss in the prior-year quarter. FFO per fully diluted share fell to $0.35 from $0.38, and the company gave 2026 guidance of FFO per fully diluted share of $1.39 to $1.45 and a net loss per diluted share of $(0.20) to $(0.14).
Q4 2025 revenues were $249.4 million, up from $245.0 million in Q4 2024.
Q4 2025 net loss attributable to common stockholders was $6.8 million, versus $0.9 million in Q4 2024.
Q4 2025 FFO per fully diluted share was $0.35 versus $0.38; AFFO was $52.5 million versus $58.7 million.
2026 guidance: FFO per fully diluted share of $1.39 to $1.45 and net loss per diluted share of $(0.20) to $(0.14); guidance excludes future acquisitions, dispositions, and impairment charges.
Astera Labs reported fourth-quarter 2025 revenue of $270.6 million, up 17% from the prior quarter and 92% from a year earlier, and full-year 2025 revenue of $852.5 million, up 115%. GAAP net income for the quarter was $45.0 million, or $0.25 per diluted share, down from $91.1 million, or $0.50, in the third quarter, while GAAP net income for the full year was $219.1 million. The company guided first-quarter 2026 revenue to $286 million to $297 million and GAAP diluted EPS to $0.36 to $0.38.
Q4 2025 revenue $270.6 million, up 17% sequentially and 92% year-over-year
Q4 2025 GAAP net income $45.0 million, or $0.25 diluted EPS, versus $91.1 million and $0.50 in Q3 2025
Teradata reported fourth-quarter 2025 total revenue of $421 million, up 3% as reported and 1% in constant currency, with non-GAAP diluted EPS of $0.74 versus $0.53. For full-year 2025, total revenue fell 5% to $1.663 billion, while non-GAAP diluted EPS rose to $2.58 from $2.42. The company's 2026 outlook calls for total revenue of -2% to flat and non-GAAP diluted EPS of $2.55 to $2.65, so shareholders face a mixed picture of a stronger quarter but a weaker revenue trend.
Q4 2025 total revenue was $421 million, up 3% as reported; recurring revenue was $367 million, up 5%.
Q4 2025 GAAP diluted EPS was $0.38 versus $0.26; non-GAAP diluted EPS was $0.74 versus $0.53.
Full-year 2025 total revenue was $1.663 billion, down 5%; free cash flow was $285 million and share repurchases were $140 million.
2026 outlook: total revenue -2% to flat and non-GAAP diluted EPS $2.55 to $2.65; Q1 2026 total revenue expected to rise 1% to 3%.
Lattice Semiconductor reported fourth-quarter 2025 revenue of $145.8 million, up 24.2% from a year earlier, but posted a GAAP net loss of $7.6 million, or $(0.06) per diluted share, compared with net income of $16.5 million a year earlier. For full-year 2025, revenue was $523.3 million and GAAP net income fell to $3.1 million from $61.1 million, while the company guided first-quarter 2026 revenue to $158 million to $172 million.
Q4 2025 revenue was $145.8 million, up 24.2% year over year; GAAP net loss was $7.6 million, or $(0.06) per diluted share.
Q4 2025 non-GAAP diluted EPS was $0.32, compared with $0.15 in Q4 2024.
Q1 2026 outlook calls for revenue of $158 million to $172 million and non-GAAP diluted EPS of $0.34 to $0.38.
The board authorized repurchases of up to an additional $250 million of common stock; the company repurchased $100 million in 2025.
MasterBrand reported fourth-quarter 2025 net sales of $644.6 million, down 3.5% year over year, and a net loss of $42.0 million compared with net income of $14.0 million a year earlier. For full-year 2025, net income fell to $26.7 million from $125.9 million, while net sales rose 1.3% to $2.7 billion. The company expects first-quarter 2026 net sales to decline year over year and adjusted EBITDA of $23 million to $33 million, and it is moving to quarterly guidance because of limited visibility.
Q4 2025 net sales were $644.6 million, down 3.5%; net loss was $42.0 million versus net income of $14.0 million in Q4 2024.
Full-year 2025 net income was $26.7 million versus $125.9 million in 2024; diluted EPS was $0.21 versus $0.96.
Q1 2026 outlook: net sales down mid- to high-single-digit percentage; adjusted EBITDA $23 million to $33 million; adjusted diluted EPS $(0.06) to $0.00.
Company expects about $30 million of cost savings in 2026, with benefits starting in Q1; the pending American Woodmark merger is ongoing.
W. P. Carey reported fourth quarter 2025 revenue of $444.5 million, up 9.4% from a year earlier, and diluted earnings per share of $0.67, up from $0.21. The company also issued 2026 AFFO guidance of $5.13 to $5.23 per diluted share, based on expected investment volume of $1.25 billion to $1.75 billion. Net income gains were driven mainly by smaller mark-to-market losses on its Lineage shares and higher gains on property sales.
Q4 2025 AFFO per diluted share was $1.27, up 5.0% from $1.21; full-year AFFO per share was $4.97, up 5.7% from $4.70
Full-year 2025 net income attributable to W. P. Carey was $466.4 million, up 1.2%; investment volume was a record $2.1 billion
Quarterly dividend raised to $0.920 per share, up 4.5% year over year, paid January 15, 2026
Company will hold a conference call on February 11, 2026 at 12:00 p.m. Eastern Time
Ford reported fourth-quarter and full-year 2025 results on February 10, 2026. Fourth-quarter revenue fell 5% to $45.9 billion and the company posted a net loss of $11.1 billion, which reflected special items, while full-year revenue rose 1% to a record $187.3 billion but the full-year net loss was $8.2 billion, compared with net income of $5.9 billion in 2024. For 2026, Ford expects adjusted EBIT of $8.0 billion to $10.0 billion, compared with $6.8 billion in 2025, which gives shareholders a company-set range to track.
Q4 2025 net loss of $11.1 billion versus net income of $1.8 billion a year earlier; Q4 adjusted EBIT was $1.0 billion versus $2.1 billion
Full-year 2025 revenue of $187.3 billion; net loss of $8.2 billion; diluted EPS of $(2.06) versus $1.46 in 2024
2026 outlook: adjusted EBIT of $8.0 billion to $10.0 billion, adjusted free cash flow of $5.0 billion to $6.0 billion, capital spending of $9.5 billion to $10.5 billion
Conference call at 5:00 p.m. ET on February 10, 2026; first-quarter 2026 results to be reported after market close on April 28
Exelixis reported fourth-quarter and full-year 2025 results on February 10, 2026. Total revenues rose to $598.7 million in the quarter from $566.8 million a year earlier, and GAAP diluted EPS was $0.88 versus $0.48, while the company maintained its previously provided 2026 financial guidance.
Q4 2025 total revenues were $598.7 million, up from $566.8 million in Q4 2024; FY 2025 total revenues were $2.320 billion, up from $2.169 billion.
Q4 2025 GAAP diluted EPS was $0.88 versus $0.48; FY 2025 GAAP diluted EPS was $2.78 versus $1.76.
Collaboration revenues for FY 2025 fell to $197.3 million from $359.3 million, mainly due to lower milestone-related revenue.
Exelixis maintained 2026 guidance, including total revenues of $2.525 billion to $2.625 billion, and authorized up to an additional $750 million in stock repurchases before December 31, 2026.
Rambus Inc. said its Senior Vice President and Chief Financial Officer, Desmond Lynch, will resign effective February 27, 2026, to pursue another professional opportunity, and that the departure is not tied to any disagreement with the company. Vice President and Chief Accounting Officer John Allen will serve as interim CFO while the company searches for a permanent successor. The company also reaffirmed its previously issued guidance for the first quarter of fiscal 2026.
Desmond Lynch resigns as CFO effective February 27, 2026, to pursue another professional opportunity
John Allen, age 62, named Vice President, Interim Chief Financial Officer; he remains Chief Accounting Officer
Allen's annual base salary is $383,985 with a target bonus of $153,594; compensation is subject to review
Rambus reaffirmed its previously issued guidance for the first quarter of fiscal 2026
NMI Holdings reported fourth-quarter 2025 net income of $94.2 million, or $1.20 per diluted share, up from $86.2 million, or $1.07 per share, a year earlier but slightly below the $96.0 million, or $1.22 per share, in the third quarter. For the full year 2025, net income was $388.9 million, or $4.92 per diluted share, compared with $360.1 million, or $4.43 per share, in 2024.
Q4 2025 total revenue was $180.7 million, up from $166.5 million a year earlier and $178.7 million in Q3 2025.
Q4 2025 loss ratio was 13.9%, up from 12.0% a year earlier and 12.3% in Q3 2025.
Book value per share excluding net unrealized gains and losses was $34.58 at December 31, 2025, up from $29.80 a year earlier.
Full-year 2025 diluted EPS was $4.92, compared with $4.43 for 2024.
Welltower reported fourth quarter 2025 normalized funds from operations (FFO) of $1.45 per diluted share, up 28.3% from a year earlier, and net income of $0.14 per diluted share. The company also issued 2026 guidance of $6.09 to $6.25 in normalized FFO per diluted share and declared a quarterly dividend of $0.74 per share, a 10.4% increase. For shareholders, the results show higher operating earnings and a higher payout, with the filing's 2026 outlook setting the benchmark for the year ahead.
Q4 2025 normalized FFO was $1.45 per diluted share, up 28.3% year over year; net income attributable to common stockholders was $0.14 per diluted share.
Full-year 2025 normalized FFO was $5.29 per diluted share, up 22.5% over the prior year.
2026 guidance: normalized FFO of $6.09 to $6.25 per diluted share and net income of $3.11 to $3.27 per diluted share.
Quarterly dividend of $0.74 per share, a 10.4% increase, payable March 10, 2026 to holders of record as of February 25, 2026.
InvenTrust reported fourth-quarter 2025 net income of $2.7 million, or $0.03 per diluted share, down from $9.8 million, or $0.13, a year earlier, while Core FFO rose to $0.46 per diluted share from $0.43. The company also gave initial 2026 guidance for Core FFO of $1.91 to $1.95 per diluted share and approved a 5% dividend increase, to an annual rate of $1.00 per share starting in April 2026.
Q4 2025 total income was $77.4 million, up from $71.2 million; Q4 net income fell to $2.7 million from $9.8 million.
Full-year 2025 net income was $111.4 million, or $1.42 per diluted share, versus $13.7 million in 2024; the year included a $91.0 million gain on sale of investment properties.
Initial 2026 guidance: Nareit FFO of $1.97 to $2.03 per diluted share, Core FFO of $1.91 to $1.95, and net income of $0.16 to $0.22.
Same Property NOI rose 3.0% in Q4 and 5.3% for the full year; leased occupancy was 96.7% at December 31, 2025.
Agree Realty reported fourth-quarter and full-year 2025 results, with Q4 AFFO per share up 6.5% to $1.11 and Core FFO per share up 7.3% to $1.10. The company gave 2026 AFFO per share guidance of $4.54 to $4.58 and raised its 2026 investment volume guidance to $1.4 billion to $1.6 billion, which matters to shareholders because it signals higher expected property investment and the dividend is set at an annualized $3.144 per share.
Q4 2025 AFFO per share rose 6.5% to $1.11; Core FFO per share rose 7.3% to $1.10.
Full-year 2025 net income per share fell 0.7% to $1.77, while full-year AFFO per share rose 4.6% to $4.33.
2026 investment volume guidance raised to $1.4 billion to $1.6 billion from $1.25 billion to $1.50 billion issued January 5, 2026; AFFO per share guidance is $4.54 to $4.58.
Monthly dividend of $0.262 per share for December, annualized at $3.144, a 3.6% year-over-year increase.
BlackLine reported fourth-quarter 2025 revenue of $183.2 million, up 8.1% from a year earlier, but GAAP net income attributable to the company fell to $4.9 million, or $0.08 per diluted share, from $56.4 million, or $0.79, in the fourth quarter of 2024. Non-GAAP net income rose to $45.2 million, or $0.63 per share, and the company gave 2026 guidance of $764 million to $768 million in GAAP revenue.
Q4 2025 GAAP revenue $183.2 million, up 8.1%; full-year 2025 revenue $700.4 million, up 7.2%
Q4 GAAP net income $4.9 million ($0.08 per diluted share) vs. $56.4 million ($0.79) a year earlier; non-GAAP net income $45.2 million ($0.63) vs. $34.6 million ($0.47)
Q4 operating cash flow $26.7 million vs. $43.8 million; full-year 2025 share repurchases totaled $235.5 million
2026 guidance: GAAP revenue $764 million to $768 million for the full year and $180 million to $182 million for Q1
On February 9, 2026, UMB Financial's Compensation Committee approved change-in-control agreements with each named executive officer, providing severance if they are terminated without cause or resign for good reason within 24 months after a change in control. The filing gives no financial amounts for the company, and the full agreements will be filed with the 10-Q for the quarter ending March 31, 2026.
Agreements approved February 9, 2026 with each named executive officer; initial term runs through December 31, 2026 and renews annually.
CEO and CEO of UMB Bank, n.a. receive 3X the sum of base salary and bonus; other named executive officers receive 2X.
Benefits include 18 months of group health premiums, pro-rated target bonus, and full equity acceleration for assumed awards.
Full form of agreement to be attached to the Form 10-Q for the quarter ending March 31, 2026.
Lyft reported fourth-quarter 2025 revenue of $1.6 billion, up 3% year over year, after a $168 million impact from legal, tax and regulatory reserve changes and settlements; without that item, revenue would have been $1.8 billion. Net income of $2.8 billion was driven largely by a $2.9 billion benefit from releasing a deferred tax valuation allowance, and the board authorized up to an additional $1 billion in share repurchases. For shareholders, operating metrics grew while the reported results were shaped by one-time items, and Lyft's Q1 2026 guidance calls for gross bookings of $4.86 billion to $5.00 billion and adjusted EBITDA of $120 million to $140 million.
Q4 2025 gross bookings of $5.1 billion, up 19% year over year; adjusted EBITDA of $154.1 million, up 37%
Q4 revenue of $1.6 billion included a $168 million reserve and settlement impact; full-year 2025 revenue was $6.3 billion, up 9%
New share repurchase program authorizes up to $1 billion of Class A common stock, in addition to the 2025 program
Q1 2026 outlook: gross bookings of approximately $4.86 billion to $5.00 billion; adjusted EBITDA of approximately $120 million to $140 million
Robinhood reported record full-year 2025 revenue of $4.5 billion, up 52%, and fourth-quarter revenue of $1.28 billion, up 27% year over year. Fourth-quarter net income fell 34% to $605 million because the year-earlier period included a $424 million benefit from a tax benefit and regulatory accrual reversal. The company also named Shiv Verma chief financial officer effective February 6, 2026, succeeding Jason Warnick, who is now a strategic advisor until September 1, 2026.
Q4 2025 total net revenues were $1.28 billion, up 27% year over year; diluted EPS was $0.66 versus $1.01 in Q4 2024
Full-year 2025 revenue was $4.5 billion, up 52%; diluted EPS was $2.05 versus $1.56 in 2024
Shiv Verma, previously SVP of Finance and Strategy and Treasurer, was appointed CFO effective February 6, 2026
Jason Warnick remains with the company as a strategic advisor until his retirement on September 1, 2026
Astera Labs agreed on February 5, 2026 to issue Amazon a warrant to buy up to 3,262,299 shares of common stock at $142.82 per share. The warrant vests only as Amazon and its affiliates make specified purchases of Astera's products, up to a total of $6.5 billion, so it ties the equity grant to customer spending. Shareholders may face dilution if the warrant is exercised, and the filing does not state a current financial result.
Warrant covers up to 3,262,299 common shares at $142.82 per share, exercisable through February 5, 2033
Vesting depends on purchases by Amazon and affiliates of smart fabric switch, signal conditioning and optical engine products, up to $6.5 billion
Warrant issued without SEC registration under Section 4(a)(2), which the company says is exempt; the warrant holder has no voting rights while unexercised
Gilead reported fourth quarter and full year 2025 results on February 10, 2026. Fourth quarter revenue rose 5% to $7.9 billion and GAAP diluted EPS rose to $1.74 from $1.42, while non-GAAP diluted EPS fell to $1.86 from $1.90. The company also issued full year 2026 guidance, with diluted EPS of $6.75 to $7.15 and non-GAAP diluted EPS of $8.45 to $8.85.
Q4 2025 total revenues rose 5% to $7.9 billion; Q4 diluted EPS was $1.74 versus $1.42 a year earlier
Q4 2025 non-GAAP diluted EPS was $1.86 versus $1.90, reflecting higher acquired IPR&D expenses of $539 million
Full year 2025 revenues rose 2% to $29.4 billion; diluted EPS was $6.78 versus $0.38 in 2024
2026 guidance: product sales of $29.6 billion to $30.0 billion; the board declared a $0.82 quarterly dividend payable March 30, 2026
Sun Communities appointed Fernando Castro-Caratini as interim Chief Financial Officer effective February 4, 2026, after Mark E. Patten left the role the same day in what the company called a mutual decision. The company has started a search for a permanent CFO, so the post remains interim for now.
Castro-Caratini, age 42, previously served as CFO for about four years and was a senior advisor before this appointment.
Patten's departure was described as mutual and not tied to disagreements over financial policies, accounting, financial statements or disclosures.
Patten will receive separation payments of $3,000,000.
Castro-Caratini's transition agreement runs to February 28, 2027, with a salary of $45,833 per month and a 2026 bonus of up to $1,100,000 plus a $1,000,000 tenure bonus.
Red Rock Resorts reported fourth quarter and full year 2025 results in a press release attached as Exhibit 99.1. Fourth-quarter net revenues rose 3.2% to $511.8 million and Adjusted EBITDA rose 5.4% to $213.3 million, while net income fell 3.5% to $84.6 million. For the full year, net income rose 22.1% to $355.7 million, and the board declared a $1.00 special dividend per Class A share, payable February 27, 2026.
Q4 2025 net revenues were $511.8 million, up 3.2% from $495.7 million in Q4 2024.
Q4 2025 net income was $84.6 million, down 3.5% from $87.7 million.
Full-year 2025 net income was $355.7 million, up 22.1%, and net revenues were $2.01 billion, up 3.7%.
Special dividend of $1.00 per Class A share is payable February 27, 2026 to holders of record on February 20, 2026; a $0.26 quarterly dividend is payable March 31, 2026.
On February 10, 2026, American Express issued $3.5 billion in total principal of senior and subordinated notes under a February 3, 2026 prospectus supplement. The filing mainly attaches legal exhibits for these debt issuances and reports no new financial results. For shareholders, it shows the company raising debt funding, but the filing does not describe how the proceeds will be used.
Senior notes: $1.35 billion of 4.009% fixed-to-floating notes due February 9, 2029; $1.0 billion of 4.456% fixed-to-floating notes due February 10, 2032; and $650 million of floating rate notes due February 9, 2029.
Subordinated notes: $500 million of 5.412% fixed-to-fixed notes due February 8, 2041.
The notes were issued under indentures with The Bank of New York Mellon as trustee.
Filed exhibits include a legal opinion from Benjamin L. Kuder, Esq.
McDonald's board increased its size to 12 directors and elected James D. Farley Jr., president and CEO of Ford Motor Company, effective February 4, 2026. The board said he is independent and has not been named to any board committee.
Board expanded to 12 directors, effective February 4, 2026, and Farley elected the same day.
Farley currently serves as President and CEO of Ford Motor Company and sits on Ford's board.
Farley has no board committee assignments yet; he will receive director compensation generally consistent with non-employee directors.
Valaris and Transocean entered a Business Combination Agreement on February 9, 2026, under which Transocean will acquire all Valaris shares in exchange for Transocean shares at 15.235 Transocean shares per Valaris share, effected by a Bermuda scheme of arrangement. After closing, Transocean shareholders would own about 53% of the combined company and Valaris shareholders about 47%, so Valaris holders would give up control to Transocean's existing investor base.
Exchange ratio of 15.235 Transocean shares for each Valaris share, with Transocean shares issued under the Securities Act Section 3(a)(10) exemption.
Post-closing ownership: about 53% Transocean shareholders and about 47% Valaris shareholders.
Termination fees: $195 million payable by Transocean and $173 million payable by Valaris in specified circumstances; the agreement can be terminated if closing has not occurred by February 9, 2027.
Closing requires shareholder approvals from both companies, a Bermuda court sanction order, NYSE listing approval for the new shares, and certain regulatory approvals.
J.M. Smucker said John Brase, President and Chief Operating Officer, is no longer an executive officer effective February 9, 2026, and the company has eliminated the COO role. The company also made several promotions, including Mark Smucker resuming the President title, and said it expects to maintain its fiscal 2026 outlook, with an update due on February 26, 2026.
John Brase is no longer an executive officer effective February 9, 2026; the company expects to enter a separation agreement with him.
Tucker Marshall's base salary rises from $725,000 to $745,000 after his promotion to Chief Financial Officer | Executive Vice President.
Robert Ferguson was elected an executive officer as Chief Product Supply Officer, with a base salary of $700,000.
The company expects to maintain its fiscal 2026 outlook and will update it on its third quarter earnings call on February 26, 2026.
Prudential Financial's board elected Maryann T. Mannen as an independent director on February 9, 2026, effective May 12, 2026, subject to shareholder approval per the news release. Mannen is chairman, president and chief executive officer of Marathon Petroleum Corporation and MPLX LP, and will sit on two board committees.
Board elected Maryann T. Mannen as an independent director on February 9, 2026; appointment effective May 12, 2026
Mannen will serve on the Corporate Governance and Business Ethics Committee and the Compensation and Human Capital Committee
Mannen is chairman, president and CEO of Marathon Petroleum Corporation and MPLX LP, and previously served as CFO of Marathon Petroleum
Williams reported unaudited 2025 results showing higher net income, earnings per share and revenue than in 2024, with total revenues of $11.95 billion versus $10.503 billion. The company also set 2026 Adjusted EBITDA guidance of $8.05 billion to $8.35 billion and raised its annualized dividend 5% to $2.10, which signals expected growth but also reflects a $212 million impairment charge for 2025.
GAAP net income was $2.615 billion, or $2.14 per diluted share, up 18% from 2024
Adjusted EBITDA was $7.75 billion for 2025, up $670 million or 9% from 2024
2026 Adjusted EBITDA guidance is $8.05 billion to $8.35 billion, up 6% at the midpoint versus 2025
Annualized dividend rises 5% to $2.10 for 2026 from $2.00 in 2025
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