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).
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%
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
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.
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
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.
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.
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
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.
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
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
Saia reported fourth quarter 2025 revenue of $790.0 million, up 0.1%, but operating income fell 36.9% to $64.0 million and diluted earnings per share dropped to $1.77 from $2.84. Management attributed about $4.7 million of the quarter's cost increase to unexpected adverse developments on accidents from prior years. For full year 2025, diluted EPS was $9.52 versus $13.51 in 2024, and net capital expenditures are expected to be $350 million to $400 million in 2026.
Q4 2025 diluted EPS was $1.77 versus $2.84 in Q4 2024; operating ratio was 91.9% versus 87.1%
Full year 2025 revenue was $3.2 billion, up 0.8%, while operating income fell 27.0% to $352.2 million
Management cited about $4.7 million in elevated self-insurance costs from accidents in prior years
2026 net capital expenditures are anticipated at approximately $350 million to $400 million, subject to market conditions
Fiserv reported fourth-quarter and full-year 2025 results, with GAAP revenue up 1% in the quarter to $5.28 billion while adjusted EPS fell 21% to $1.99. The company guided to 2026 organic revenue growth of 1% to 3% and adjusted EPS of $8.00 to $8.30, and said the results and outlook are in line with what it outlined in October.
Q4 2025 GAAP revenue rose 1% to $5.28 billion; organic revenue was flat.
Q4 2025 GAAP EPS fell 8% to $1.51; adjusted EPS fell 21% to $1.99.
Full-year 2025 GAAP EPS rose 18% to $6.34; adjusted EPS fell 2% to $8.64.
2026 outlook: organic revenue growth of 1% to 3% and adjusted EPS of $8.00 to $8.30; Investor Day set for May 14, 2026.
Blackbaud reported unaudited fourth-quarter and full-year 2025 results. Revenue fell 2.3% in both periods, mainly due to the divestiture of EVERFI, while GAAP diluted EPS rose sharply from a prior-year loss that included the EVERFI disposition charge. The company also gave 2026 guidance for GAAP revenue of $1.173 billion to $1.179 billion and non-GAAP diluted EPS of $5.15 to $5.25.
Q4 2025 GAAP revenue was $295.3 million, down 2.3%; non-GAAP organic revenue rose 4.3%.
Q4 2025 GAAP diluted EPS was $0.76 versus a loss of $7.06 per share a year earlier; non-GAAP diluted EPS was $1.19, up from $1.07.
Full-year 2025 GAAP revenue was $1.1 billion, down 2.3%; GAAP diluted EPS was $2.37 and non-GAAP diluted EPS was $4.45.
2026 guidance: non-GAAP adjusted EBITDA of $430 million to $438 million and non-GAAP free cash flow of $280 million to $290 million; about $961 million remained under the repurchase program at December 31, 2025.
Masco reported fourth-quarter and full-year 2025 results, with net sales and adjusted earnings per share both down from 2024. The company forecast 2026 adjusted EPS of $4.10 to $4.30, above its 2025 adjusted EPS of $3.96, and announced a new $2.0 billion share repurchase program and a $0.32 quarterly dividend.
Q4 2025 net sales fell 2% to $1,793 million; adjusted EPS fell 8% to $0.82 from $0.89
Full-year 2025 net sales fell 3% to $7,562 million; adjusted EPS fell 3% to $3.96
2026 EPS guidance: $3.91-$4.11 reported and $4.10-$4.30 adjusted, with about $50 million of additional restructuring charges expected in 2026
Board authorized a new $2.0 billion share repurchase program effective February 10, 2026; quarterly dividend of $0.32 payable March 9, 2026
Hasbro reported fourth-quarter 2025 net revenues of $1.45 billion, up 31%, and diluted earnings of $1.41 per share, compared with a loss of $0.25 per share a year earlier. For the full year, revenue rose 14% to $4.70 billion, but the company posted a net loss of $322.4 million, or $2.30 per share, after a $1.02 billion goodwill impairment recorded in the second quarter. The company also set 2026 guidance and authorized a new $1.0 billion share repurchase program.
Q4 2025 diluted EPS was $1.41, versus a loss of $0.25 in Q4 2024; Q4 operating margin was 20.6%.
Full-year 2025 net revenues were $4.70 billion, up 14%; net loss attributable to Hasbro was $322.4 million, including a $1,021.9 million goodwill impairment.
2026 outlook: revenue up 3%-5% in constant currency, adjusted operating margin of 24%-25%, and adjusted EBITDA of $1.40 billion to $1.45 billion.
New $1.0 billion share repurchase program replaces the 2018 authorization; quarterly dividend of $0.70 per share is payable March 4, 2026, to holders of record on February 18, 2026.
Aramark reported first quarter fiscal 2026 results for the quarter ended January 2, 2026, with revenue up 6% to $4.8 billion and organic revenue up 5%. Operating income was $218 million, roughly flat, and adjusted operating income rose 1% to $263 million, but GAAP diluted EPS fell 8% to $0.36 while adjusted EPS was unchanged at $0.51. The company said a calendar shift from a 53rd week in the prior year reduced growth this quarter and is expected to help the second quarter, and it provided fiscal 2026 outlook ranges.
Revenue of $4.8 billion rose 6% year-over-year; organic revenue rose 5%, and about 8% without the calendar shift.
GAAP diluted EPS was $0.36, down from $0.39; adjusted EPS was unchanged at $0.51.
Fiscal 2026 outlook: revenue of $19.55 billion to $19.95 billion and adjusted EPS of $2.18 to $2.28.
The company repurchased $30 million of stock and declared a quarterly dividend of $0.12 per share, payable March 4, 2026.
CVS Health reported fourth-quarter and full-year 2025 results, with revenue rising to $105.7 billion in the quarter and $402.1 billion for the year. Adjusted EPS fell to $1.09 in the quarter but rose to $6.75 for the full year, while full-year GAAP diluted EPS fell to $1.39 after a $5.7 billion goodwill impairment. The company confirmed its 2026 EPS guidance but lowered its cash flow from operations guidance to at least $9.0 billion from at least $10.0 billion.
Q4 2025 total revenues were $105.7 billion, up 8.2%, while adjusted EPS was $1.09 versus $1.19 a year earlier, primarily due to lower adjusted operating income in Health Care Benefits.
Full-year 2025 GAAP diluted EPS was $1.39 versus $3.66, reflecting a $5.7 billion goodwill impairment; full-year adjusted EPS rose to $6.75 from $5.42.
2026 guidance: GAAP diluted EPS of $5.94 to $6.14 and adjusted EPS of $7.00 to $7.20 were confirmed; cash flow from operations guidance was updated to at least $9.0 billion from at least $10.0 billion.
The results were released February 10, 2026 as Exhibit 99.1 and signed by CFO Brian O. Newman; 2025 cash flow from operations was $10.6 billion.
Zimmer Biomet reported fourth-quarter 2025 net sales of $2.244 billion, up 10.9%, while GAAP diluted EPS fell 41.7% to $0.70; adjusted diluted EPS rose 4.8% to $2.42. For full-year 2025, net sales were $8.232 billion (up 7.2%) and GAAP diluted EPS was $3.55 (down 19.9%). The company guided 2026 reported revenue growth of 2.5% to 4.5% and adjusted diluted EPS of $8.30 to $8.45, and its board approved a repurchase authorization of up to $1.5 billion.
Q4 2025 net sales $2.244 billion, up 10.9% reported and 5.4% organic constant currency
Q4 GAAP diluted EPS $0.70 versus $1.20 a year earlier; Q4 operating profit $154.5 million versus $389.0 million
2026 guidance: reported revenue change 2.5% to 4.5%; adjusted diluted EPS $8.30 to $8.45 versus $8.20 in 2025
Board approved buyback of up to $1.5 billion starting February 9, 2026, with no expiration; $250 million repurchased in Q4 2025
Axalta reported fourth quarter 2025 net sales of $1,262 million, down 4% year over year, and net income of $60 million versus $137 million a year earlier. For full year 2025, it reported record Adjusted EBITDA of $1,128 million but diluted EPS of $1.74, down 2%, and it gave 2026 guidance of $2.55 to $2.70 in Adjusted Diluted EPS while the pending AkzoNobel merger of equals is expected to close in late 2026 or early 2027.
Q4 2025 net sales were $1,262 million, down 4%; diluted EPS was $0.28 versus $0.63, and Adjusted Diluted EPS was $0.59 versus $0.60.
Full year 2025 net sales were $5,117 million, down 3%; net income was $379 million and diluted EPS was $1.74, while Adjusted Diluted EPS was a company record $2.49.
Q4 net income decline was driven mainly by higher income tax expense, lower net sales and higher merger-related costs.
FY 2026 guidance includes Adjusted EBITDA of $1,140 million to $1,170 million and Adjusted Diluted EPS of $2.55 to $2.70.
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