AI filing briefs · archive

8-K filings in February 2026, explained

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).

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DIODDIODES INC /DEL/ Feb 10, 5:05 PM ET

Diodes Q4 revenue rises 15.4% to $391.6 million; Q1 2026 outlook $395 million

Positive earnings Written later 2.027.018.01

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)
Read the filing on SEC.gov ↗
AIZASSURANT, INC. Feb 10, 4:21 PM ET

Assurant Q4 net income rises 12% to $225.2 million; 2026 outlook held at 2025 levels

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

Advanced Energy Q4 revenue rises to $489 million; full-year revenue up 21%

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
MIRMirion Technologies, Inc. Feb 10, 4:17 PM ET

Mirion Q4 revenue rises 9.1% to $277.4 million; issues 2026 guidance

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
NTSTNETSTREIT Corp. Feb 10, 4:17 PM ET

NETSTREIT Q4 AFFO rises 3.1% to $0.33 per share; 2026 AFFO guidance reaffirmed

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
ELMDElectromed, Inc. Feb 10, 4:11 PM ET

Electromed reports record Q2 fiscal 2026 revenue of $18.9 million, up 16.3%

Positive earnings Written later 2.027.01

Electromed reported results for the quarter ended December 31, 2025. Net revenues rose 16.3% year over year to $18.9 million, and net income rose 40.3% to $2.8 million, or $0.32 per diluted share, compared with $0.22 a year earlier. The results show revenue and profit both improving, and the company also reported $2.8 million in share repurchases during the quarter.

  • Net revenues were $18.9 million, up 16.3% from $16.3 million in the prior-year quarter
  • Operating income was $3.6 million, up 42.4%, with an operating margin of 19.2% of net revenues
  • Net income was $2.8 million, or $0.32 per diluted share, versus $2.0 million, or $0.22 per diluted share
  • As of December 31, 2025, the company had $13.8 million in cash and no debt, after repurchasing $2.8 million of common stock in the quarter
Read the filing on SEC.gov ↗
WPCW. P. Carey Inc. Feb 10, 4:08 PM ET

W. P. Carey Q4 net income rises to $148.3 million; 2026 AFFO guidance $5.13-$5.23

Positive earnings Written later 2.027.01

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
Read the filing on SEC.gov ↗
EXELEXELIXIS, INC. Feb 10, 4:08 PM ET

Exelixis Q4 revenue rises to $598.7 million; 2026 financial guidance maintained

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
NMIHNMI Holdings, Inc. Feb 10, 4:06 PM ET

NMI Holdings Q4 2025 net income rises to $94.2 million, up from $86.2 million a year earlier

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
WELLWELLTOWER INC. Feb 10, 4:05 PM ET

Welltower Q4 normalized FFO rises 28.3% to $1.45 per share; 2026 outlook issued

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
ADCAGREE REALTY CORP Feb 10, 4:05 PM ET

Agree Realty Q4 AFFO per share up 6.5%; raises 2026 investment volume guidance

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
GILDGILEAD SCIENCES, INC. Feb 10, 4:02 PM ET

Gilead Q4 revenue rises 5% to $7.9 billion; 2026 diluted EPS guided at $6.75 to $7.15

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
RRRRed Rock Resorts, Inc. Feb 10, 4:01 PM ET

Red Rock Resorts Q4 revenue rises 3.2%; Q4 net income falls 3.5%; full-year profit up

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
WMBWILLIAMS COMPANIES, INC. Feb 10, 8:08 AM ET

Williams reports record 2025 Adjusted EBITDA of $7.75 billion; net income up 18%

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
ECLECOLAB INC. Feb 10, 8:04 AM ET

Ecolab Q4 sales rise 5% to $4.2 billion; 2026 adjusted EPS outlook $8.43-$8.63

Positive earnings Written later 2.022.05

Ecolab reported fourth-quarter 2025 net sales of $4.2 billion, up 5%, and adjusted diluted EPS of $2.08, up 15%, with reported diluted EPS of $1.98. It expects 2026 adjusted diluted EPS of $8.43 to $8.63, up 12% to 15% from $7.53 in 2025, while expanding its One Ecolab restructuring program, which carries pre-tax charges of about $425 million through 2027.

  • Q4 2025 reported net sales were $4.2 billion, up 5%; organic sales rose 3%.
  • Q4 2025 reported diluted EPS was $1.98, up 19%; adjusted diluted EPS was $2.08, up 15%.
  • 2026 adjusted diluted EPS outlook is $8.43 to $8.63, up 12% to 15% from $7.53 in 2025; reported sales are expected to rise 7% to 9%.
  • Expanded One Ecolab initiative: restructuring costs of $334 million ($261 million after tax) and special charges of $91 million ($71 million after tax) expected by the end of 2027, mostly cash severance.
Read the filing on SEC.gov ↗
GCMGGCM Grosvenor Inc. Feb 10, 8:01 AM ET

GCM Grosvenor Q4 revenue rises 7% to $177.1 million; full-year net income up 143%

Positive earnings Written later 2.02

GCM Grosvenor reported fourth-quarter and full-year 2025 results, with revenue, GAAP net income and per-share earnings all higher than a year earlier. The company also raised its share repurchase authorization by $35 million to $255 million, declared a $0.12 per share dividend, and began prepaying $65 million of debt.

  • Q4 2025 GAAP revenue was $177.1 million, up 7%; full-year revenue was $557.6 million, up 8%.
  • Q4 2025 GAAP net income attributable to GCM Grosvenor Inc. was $19.0 million, up 149%; full-year net income was $45.4 million, up 143%.
  • Full-year 2025 fundraising rose 49% to $10.7 billion; full-year Fee-Related Earnings rose 11% to $185.1 million.
  • Board approved a $0.12 per share dividend payable March 16, 2026, to holders of record March 2, 2026.
Read the filing on SEC.gov ↗
FOURShift4 Payments, Inc. Feb 10, 8:00 AM ET

Shift4 signs deal to collapse Up-C structure; estimated $440 million TRA savings

Positive restructuring Written later 1.01

Shift4 Payments entered a Transaction Agreement dated February 7, 2026 with Jared Isaacman, Shift4 LLC and Rook Holdings to collapse its Up-C structure through a taxable exchange. The company says the deal relieves it of an estimated $440 million of future tax receivable agreement payments and removes a stockholder with majority voting power. Isaacman, who resigned as Executive Chairman after becoming NASA Administrator, received $191.8 million in value under the agreement.

  • Transaction Agreement dated February 7, 2026; Isaacman was sworn in as NASA Administrator on December 18, 2025 and resigned as Executive Chairman.
  • Company expects to be relieved of an estimated $440 million of future TRA payments and gains assignment of Rook's TRA rights.
  • Isaacman received $191.8 million in value: about $138.8 million in cash, 423,296 mandatory convertible preferred shares, and deemed satisfaction of an equity funding obligation.
  • Isaacman agreed to a five-year non-compete with the company.
Read the filing on SEC.gov ↗
CTSCTS CORP Feb 10, 8:00 AM ET

CTS Q4 2025 sales rise 9% to $137 million; diluted EPS $0.67 vs $0.38 a year earlier

Positive earnings Written later 2.027.01

CTS reported fourth-quarter and full-year 2025 results on February 10, 2026, with sales and profit both higher than in 2024. The company also gave 2026 guidance of $550 million to $580 million in sales and adjusted diluted EPS of $2.30 to $2.45, which gives shareholders a current outlook for the year ahead.

  • Q4 2025 sales were $137 million, up 9% year over year; diversified end markets rose 16% while transportation fell 1%
  • Q4 2025 diluted EPS was $0.67 versus $0.38; adjusted diluted EPS was $0.62 versus $0.50
  • Full-year 2025 sales were $541 million, up 5%; diluted EPS was $2.19 versus $1.80, and adjusted diluted EPS was $2.23 versus $2.12
  • 2026 guidance: sales of $550 million to $580 million and adjusted diluted EPS of $2.30 to $2.45
Read the filing on SEC.gov ↗
DDOGDatadog, Inc. Feb 10, 7:11 AM ET

Datadog Q4 revenue rises 29% to $953 million; FY2026 revenue outlook $4.06B-$4.10B

Positive earnings Written later 2.02

Datadog reported fourth-quarter 2025 revenue of $953 million, up 29% from a year earlier, and non-GAAP net income per diluted share of $0.59, up from $0.49. The company also gave first-quarter and full-year 2026 guidance, with fiscal 2026 revenue expected between $4.06 billion and $4.10 billion. GAAP results were weaker for the full year, with a GAAP operating loss of $(44) million and GAAP diluted EPS of $0.31 versus $0.52.

  • Q4 2025 revenue was $953 million, up 29% year-over-year; non-GAAP operating income was $230 million, a 24% margin.
  • FY2026 guidance: revenue of $4.06 billion to $4.10 billion and non-GAAP EPS of $2.08 to $2.16.
  • Q1 2026 guidance: revenue of $951 million to $961 million and non-GAAP EPS of $0.49 to $0.51.
  • Full-year 2025 GAAP net income was $107.7 million, down from $183.7 million in 2024; Investor Day is set for February 12, 2026.
Read the filing on SEC.gov ↗
SPGIS&P Global Inc. Feb 10, 7:10 AM ET

S&P Global Q4 revenue rose 9% to $3.916 billion; 2026 adjusted EPS outlook $19.40-$19.65

Positive earnings Written later 2.027.01

S&P Global reported fourth-quarter and full-year 2025 results on February 10, 2026, with revenue up 9% in the quarter and 8% for the year. The company also gave 2026 adjusted diluted EPS guidance of $19.40 to $19.65 and organic constant currency revenue growth of 6.0% to 8.0%, with GAAP guidance to follow the Mobility spin expected in mid-2026.

  • Q4 2025 revenue was $3.916 billion, up 9%; GAAP diluted EPS was $3.75, up 32%, and adjusted diluted EPS was $4.30, up 14%.
  • Full-year 2025 revenue was $15.336 billion, up 8%; GAAP diluted EPS was $14.66, up 19%, and adjusted diluted EPS was $17.83, up 14%.
  • 2026 adjusted diluted EPS guidance is $19.40 to $19.65, with organic constant currency revenue growth of 6.0% to 8.0%.
  • The company returned $6.2 billion to shareholders in 2025, including $1.2 billion in dividends and $5.0 billion in share repurchases; the quarterly dividend is $0.97.
Read the filing on SEC.gov ↗
INCYINCYTE CORP Feb 10, 7:06 AM ET

Incyte Q4 2025 net product revenue up 20% to $1.22 billion; sets 2026 guidance

Positive earnings Written later 2.02

Incyte reported fourth quarter and full year 2025 results, with total revenue of $1.51 billion for the quarter and $5.14 billion for the year, and full year net product revenue of $4.35 billion, above its prior guidance of $4.23 to $4.32 billion. The company also gave 2026 total net product revenue guidance of $4.77 to $4.94 billion, and GAAP net income rose to $299.3 million in the quarter from $201.2 million a year earlier.

  • Q4 2025 total revenue was $1.51 billion, up 28% year over year, including $100.0 million of milestone and contract revenue.
  • Full year 2025 GAAP net income was $1.29 billion, compared with $32.6 million in 2024, and GAAP diluted EPS was $6.41 versus $0.15.
  • Cash, cash equivalents and marketable securities were $3.6 billion at December 31, 2025, compared with $2.2 billion a year earlier.
Read the filing on SEC.gov ↗
TRMBTRIMBLE INC. Feb 10, 7:04 AM ET

Trimble Q4 non-GAAP EPS rises to $1.00; revenue dips 1% to $969.8 million

Positive earnings Written later 2.02

Trimble reported fourth quarter 2025 revenue of $969.8 million, down 1% from a year earlier, while GAAP diluted EPS rose to $0.65 from $0.36 and non-GAAP diluted EPS rose to $1.00 from $0.89. The company also initiated 2026 guidance calling for revenue of $3,810 million to $3,910 million, compared with $3,587.3 million in fiscal 2025, and non-GAAP EPS of $3.42 to $3.62, compared with $3.13.

  • Q4 2025 revenue was $969.8 million, down 1% year over year and up 4% on an organic basis; annualized recurring revenue was $2.39 billion, up 6%.
  • Q4 2025 GAAP net income was $156.6 million and non-GAAP net income was $240.8 million; the company repurchased about 1.9 million shares for $148.1 million.
  • Full-year 2026 guidance: revenue of $3,810 million to $3,910 million, GAAP EPS of $2.04 to $2.23, non-GAAP EPS of $3.42 to $3.62.
  • First-quarter 2026 guidance: revenue of $893 million to $918 million, non-GAAP EPS of $0.69 to $0.74.
Read the filing on SEC.gov ↗
XYLXylem Inc. Feb 10, 7:02 AM ET

Xylem Q4 adjusted EPS rises 20% to $1.42; 2026 revenue guided to $9.1-$9.2 billion

Positive earnings Written later 2.02

Xylem reported fourth-quarter and full-year 2025 results on February 10, 2026. Fourth-quarter revenue rose 6% to $2.4 billion and adjusted EPS rose 20% to $1.42, while GAAP EPS rose 2% to $1.37 because of higher restructuring and realignment costs. The company initiated 2026 guidance of $9.1 to $9.2 billion in revenue and $5.35 to $5.60 in adjusted EPS, and declared a first-quarter dividend of $0.43 per share, up 8%.

  • Q4 2025 revenue of $2.4 billion, up 6% reported and 4% organic; GAAP EPS $1.37, up 2%; adjusted EPS $1.42, up 20%
  • Full-year 2025 revenue of $9.0 billion, up 6%; GAAP diluted EPS $3.92, up 7%; adjusted EPS $5.08, up 19%
  • 2026 guidance: revenue of $9.1 to $9.2 billion and adjusted EPS of $5.35 to $5.60
  • Quarterly dividend of $0.43 per share, up 8%, payable March 24, 2026 to holders of record as of February 24, 2026
Read the filing on SEC.gov ↗

Marriott Q4 adjusted EPS rises to $2.58; 2026 guidance calls for $11.32-$11.57

Positive earnings Written later 2.02

Marriott reported fourth quarter 2025 results, with diluted EPS of $1.65 versus $1.63 a year earlier and adjusted diluted EPS of $2.58 versus $2.45. The company also gave 2026 guidance, including adjusted EBITDA growth of 8 to 10 percent and adjusted diluted EPS of $11.32 to $11.57 for the full year, which matters to shareholders as the company's outlook for profit and capital returns.

  • Q4 2025 adjusted EBITDA was $1,402 million, up 9 percent from $1,286 million; worldwide RevPAR rose 1.9 percent.
  • Q4 2025 reported net income was $445 million, down 2 percent from $455 million; adjusted net income rose to $695 million from $686 million.
  • Full-year 2025 reported diluted EPS was $9.51 versus $8.33, and adjusted diluted EPS was $10.02 versus $9.33.
  • For 2026, guidance includes worldwide RevPAR growth of 1.5 to 2.5 percent and more than $4.3 billion in capital returns to shareholders.
Read the filing on SEC.gov ↗
KOCOCA COLA CO Feb 10, 6:59 AM ET

Coca-Cola Full-Year EPS Rises 23% to $3.04; Q4 Operating Income Falls 32%

Positive earnings Written later 2.02

Coca-Cola reported fourth quarter and full year 2025 results on February 10, 2026. Full-year net revenues rose 2% to $47.9 billion and diluted EPS rose 23% to $3.04, while fourth-quarter operating income fell 32% after a $960 million non-cash impairment charge on the BODYARMOR trademark. The company also forecast 2026 comparable EPS (non-GAAP) growth of 7% to 8% versus $3.00 in 2025.

  • Fourth-quarter net revenues grew 2% to $11.8 billion; organic revenues (non-GAAP) grew 5%.
  • Fourth-quarter diluted EPS grew 4% to $0.53; comparable EPS (non-GAAP) grew 6% to $0.58.
  • 2026 outlook calls for organic revenue (non-GAAP) growth of 4% to 5% and free cash flow (non-GAAP) of about $12.2 billion.
  • Full-year free cash flow was $5.3 billion, including a $6.1 billion fairlife contingent consideration payment; excluding it, $11.4 billion.
Read the filing on SEC.gov ↗
DGXQUEST DIAGNOSTICS INC Feb 10, 6:53 AM ET

Quest Diagnostics 2025 adjusted EPS up 10.3% to $9.85; 2026 guidance issued

Positive earnings Written later 2.028.01

Quest Diagnostics reported fourth-quarter and full-year 2025 results with double-digit full-year growth in revenue and EPS, and issued 2026 guidance for net revenues of $11.70 billion to $11.82 billion. The board also raised the quarterly dividend 7.5% to $0.86 per share and added $1 billion to its share repurchase authorization, which matters to shareholders because it increases cash returned to them.

  • Full-year 2025 net revenues were $11.04 billion, up 11.8%, and reported diluted EPS was $8.75, up 13.8%.
  • Fourth-quarter revenues were $2.81 billion, up 7.1%, and adjusted diluted EPS was $2.42, up 8.5%.
  • 2026 guidance: reported diluted EPS of $9.45 to $9.65 and adjusted diluted EPS of $10.50 to $10.70.
  • Quarterly dividend rises from $0.80 to $0.86 per share, payable April 20, 2026 to holders of record on April 6, 2026; repurchase authorization increased by $1 billion.
Read the filing on SEC.gov ↗
DDDuPont de Nemours, Inc. Feb 10, 6:06 AM ET

DuPont Q4 adjusted EPS rose 18% to $0.46; GAAP loss narrowed; 2026 outlook issued

Positive earnings Written later 2.02

DuPont reported fourth quarter and full year 2025 results, with Q4 net sales flat at $1.7 billion and a GAAP loss from continuing operations of $108 million, narrower than the $291 million loss a year earlier. For the full year, net sales rose 2% to $6.8 billion, GAAP income from continuing operations was $98 million, and adjusted EPS was $1.68, up from $1.45. The company also issued 2026 guidance calling for full year adjusted EPS of $2.25 to $2.30.

  • Q4 2025 adjusted EPS was $0.46, up 18%; GAAP EPS from continuing operations was $(0.27), versus $(0.70) a year earlier.
  • Q4 net sales were flat at $1.7 billion, with organic sales down 1%; about $30 million of order timing shifted into the third quarter.
  • Full year 2025 adjusted EPS was $1.68 versus $1.45; cash from continuing operations was $560 million, down from $765 million.
  • 2026 guidance: full year net sales of $7.075 billion to $7.135 billion and adjusted EPS of $2.25 to $2.30; Q1 2026 adjusted EPS of about $0.48.
Read the filing on SEC.gov ↗
WCCWESCO INTERNATIONAL INC Feb 10, 6:01 AM ET

WESCO Q4 sales up 10% to $6.1 billion; adjusted EPS below company expectations

Positive earnings Written later 2.027.01

WESCO reported fourth-quarter and full-year 2025 results, with net sales of $6.1 billion in the quarter (up 10.3%) and $23.5 billion for the year (up 7.8%). Quarterly GAAP earnings per diluted share rose to $3.34 from $3.03, but the company said adjusted EPS was below its expectations, and cash flow fell sharply for both periods. The company also gave a 2026 outlook of adjusted diluted EPS of $14.50 to $16.50 and plans to raise its annual dividend more than 10% to $2.00 per share.

  • Q4 2025 net sales were $6,068.6 million, up 10.3%; GAAP EPS was $3.34 vs. $3.03 a year earlier, and adjusted EPS was $3.40 vs. $3.16.
  • Full-year 2025 net sales were $23,510.9 million, up 7.8%; GAAP EPS was flat at $13.05, and adjusted EPS was $12.91, up 5.6%.
  • Q4 operating cash flow was $71.9 million vs. $276.6 million; full-year free cash flow was $53.8 million vs. $1,045.2 million.
  • 2026 outlook: adjusted diluted EPS of $14.50 to $16.50 and free cash flow of $500 million to $800 million; planned annual dividend of $2.00 per share.
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.