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).
Chief Executive Officer Tony Thene resigned from the CEO post effective July 1, 2026, and the Board named President and Chief Operating Officer Brian Malloy as his successor on that date. Thene will remain with the company as Executive Chairman of the Board, which the company says provides continuity in strategic oversight.
Tony Thene notified the company of his CEO resignation on February 12, 2026, effective July 1, 2026.
Brian Malloy, currently President and Chief Operating Officer, will become President and CEO effective July 1, 2026.
Thene will become Executive Chairman of the Board effective July 1, 2026.
The changes were announced in a press release dated February 17, 2026; the filing reports no financial results.
Arbor Realty Trust appointed Yoni Goodman as Executive Vice President and Chief Operating Officer, effective February 17, 2026. His employment agreement sets a $1,000,000 base salary, a 2026 cash bonus of at least $2,000,000, and a five-year initial term that automatically extends for a second five-year term unless either party gives notice. The filing shows compensation terms that could raise shareholder costs, but the awards remain subject to Compensation Committee approval.
Yoni Goodman, age 43, appointed EVP and COO effective February 17, 2026
Base salary of $1,000,000; cash bonus targets of $1,500,000 (threshold), $3,000,000 (target) and $4,500,000 (maximum); 2026 bonus not less than $2,000,000
Proposed multi-year performance award through December 31, 2030, including up to $20,000,000 new business volume award and $5,000,000 total shareholder return award, subject to Compensation Committee approval
Previously a founding Principal of Green Pine Real Estate LLC from August 2024 through October 2025
World Acceptance Corporation appointed J. Tobin Turner, 51, as Executive Vice President and Chief Operating Officer, effective February 13, 2026 according to the 8-K, while the press release says February 17, 2026. He previously served as Senior Vice President of Marketing and Analytics (press release: Strategy and Analytics) since 2023, and he will oversee the branch network and day-to-day operations.
Base salary of $450,000 plus eligibility for the Stock Incentive Plan
Severance equal to $450,000 payable over 24 months if terminated without cause or for good reason
Grants of 6,000 time-based restricted shares and 2,500 performance-based restricted shares tied to trailing earnings per share from June 1, 2025 to March 31, 2027
Hecla reported fourth quarter and full year 2025 results, with 2025 sales up 53% to $1.4 billion and net income applicable to common stockholders of $321 million, compared with $35 million in 2024. The company also lowered its 2026 Casa Berardi guidance to reflect the pending sale of that mine to Orezone Gold for up to $593 million, expected to close in the first quarter of 2026.
2025 sales were $1.4 billion, up from $929.9 million in 2024; net income was $321 million, or $0.49 per share.
Fourth quarter 2025 net income was $134.3 million on sales of $448.1 million, versus $1.6 million in the fourth quarter of 2024.
Casa Berardi sale to Orezone Gold for total consideration of up to $593 million, subject to purchase price adjustments, expected to close in Q1 2026.
Common dividend of $0.00375 per share (record March 9, 2026; payable March 24, 2026); Series B preferred dividend of $0.875 per share (record March 16, 2026; payable April 1, 2026).
EQT reported fourth-quarter and full-year 2025 results and issued 2026 guidance. Fourth-quarter net income attributable to EQT rose to $677 million, or $1.08 per diluted share, from $418 million, or $0.69, a year earlier, and full-year 2025 net income attributable to EQT reached $2.04 billion versus $231 million in 2024. The company projects about $3.5 billion of free cash flow attributable to EQT in 2026 at recent strip pricing, which shareholders will weigh against the 2026 production and capital spending plans.
Q4 2025 net income attributable to EQT was $677 million ($1.08 diluted EPS), versus $418 million ($0.69) in Q4 2024; adjusted EPS was $0.90 versus $0.67
Full-year 2025 diluted EPS was $3.31 versus $0.45 in 2024; adjusted EPS was $3.05 versus $1.60
2026 guidance: production of 2,275 to 2,375 Bcfe, maintenance capital expenditures of $2,070 to $2,210 million, and expected net debt of about $4.7 billion at year-end 2026
EQT exercised an option to buy part of ConEdison's interest in MVP Mainline and MVP Boost for a total of about $115 million payable by EQT, with closing expected in the first half of 2026
FirstEnergy reported 2025 GAAP earnings of $1.02 billion, or $1.77 per basic share, up from $978 million, or $1.70 per share, in 2024, on revenue of $15.1 billion. Core Earnings (non-GAAP) rose 7.6% to $2.55 per share, and the company reaffirmed its 2026 Core Earnings guidance of $2.62 to $2.82 per share, while announcing a $36 billion capital investment plan for 2026 to 2030.
2025 GAAP earnings were $1.02 billion, or $1.77 per basic share, compared with $978 million, or $1.70 per share, in 2024
Core Earnings were $2.55 per share, up 7.6% from $2.37 in 2024, at the top end of the increased and revised guidance range
2026 Core Earnings guidance of $2.62 to $2.82 per share was affirmed, and the 2026-2030 capital investment plan is $36 billion, an increase of nearly 30% over the previous five-year plan
AMD's board approved a $75 million special long-term equity award for CEO Lisa Su, to be granted March 15, 2026, and approved fiscal 2025 cash bonuses for Su and four other executive officers. The equity award converts into performance-based restricted stock units that can pay out from 0% to 200% of target, and only if the stock meets price hurdles through March 15, 2031, subject to her continued service.
CEO Value Creation Equity Award: $75 million target value, granted March 15, 2026; PRSUs earned from 0% to 200% of target
Stock price hurdles range from a 10% five-year CAGR (Tranche 1) to $600 per share (Tranche 4); performance period ends March 15, 2031
Fiscal 2025 EIP bonuses: Lisa T. Su $3,125,430; Mark Papermaster $1,293,187; Jean Hu $1,179,750; Forrest Norrod $1,157,062; Ava Hahn $738,100, expected to be paid March 2026
Centerspace reported full-year 2025 net income of $1.02 per diluted share, up from a net loss of $1.27 in 2024, and Core FFO of $4.93 per share, up from $4.88. For 2026 it guided to a net loss of $(0.49) to $(0.19) per diluted share and Core FFO of $4.81 to $5.05, while its strategic review of alternatives continues with no set timetable.
Q4 2025 net loss was $1.10 per diluted share, versus a $0.31 loss in Q4 2024; Q4 included a $14.5 million impairment of real estate investments.
Full-year 2025 revenue was $273.7 million, up 4.9%; same-store NOI grew 3.5%.
2026 guidance: net income (loss) per diluted share of $(0.49) to $(0.19); Core FFO per diluted share of $4.81 to $5.05, versus $4.93 in 2025.
Quarterly distribution of $0.77 per share, payable April 14, 2026, to holders of record on March 30, 2026.
Willamette Valley Vineyards' Chief Financial Officer, John Ferry, told the Board on February 12, 2026 that he intends to resign in May 2026, with the exact date still to be determined. Ferry also plans to help identify, appoint, and transition his successor, which should give the company some continuity during the change.
CFO John Ferry gave notice to the Board of Directors on February 12, 2026 of his intent to resign.
Departure is expected in May 2026; the exact date has not been set.
Ferry intends to assist with identifying, appointing, and transitioning his successor.
The 8-K was signed February 17, 2026 by President James W. Bernau.
Solaris Energy Infrastructure's board appointed Stephan E. Tompsett as Chief Financial Officer effective February 12, 2026, replacing Kyle Ramachandran, who had held the role since the company's initial public offering. Ramachandran remains President and head of the Solaris Power Solutions segment, and the filing says Tompsett's compensation terms are still being finalized and will be disclosed later.
Stephan E. Tompsett, age 49, was appointed CFO effective February 12, 2026, and serves as principal financial officer.
Tompsett was previously CFO of Aris Water Solutions from September 2022 until October 2025.
Kyle Ramachandran stepped down as CFO to focus on the growth of the company's power business and stays on as President.
Tompsett's compensation terms have not been finalized and will be disclosed in a later filing; an indemnification agreement (Exhibit 10.1) was signed.
Otter Tail reported full-year 2025 diluted earnings per share of $6.55, down from $7.17 in 2024, on revenue of $1.3 billion, down from $1.33 billion. The company also initiated 2026 diluted EPS guidance of $5.22 to $5.62, below the 2025 result, with Plastics segment earnings expected to decline 36%.
2025 net income was $275.9 million, compared with $301.7 million in 2024.
Fourth-quarter 2025 diluted EPS was $1.23, compared with $1.30 a year earlier.
2026 guidance: Electric $2.61 to $2.69 per share, Manufacturing $0.26 to $0.32, Plastics $2.49 to $2.71 per share.
Manufacturing segment sales volumes fell 6% in 2025; Plastics average sales prices fell 15%.
Marriott Vacations Worldwide's board appointed Matthew Avril, its interim CEO since November 9, 2025, as chief executive, effective immediately, and named Michael Flaskey president and chief operating officer. A new pay plan ties two-thirds of the executives' long-term equity awards to $950 million in Adjusted EBITDA and a $145 stock price over three years. The company will report fourth quarter 2025 results on February 25, 2026.
Avril, age 65, has been a board member since March 2025 and receives a base salary of not less than $1,100,000 under his CEO employment agreement.
Flaskey, age 58, previously served as CEO of Hornblower Group from August 2024 to January 2026 and receives a base salary of not less than $1,000,000.
The CEO Transformation Award has a target of 150,000 restricted stock units, with up to 300,000 units, earned on stock price and Adjusted EBITDA goals.
Fourth quarter 2025 earnings are due after market close on February 25, 2026, with a conference call on February 26, 2026, at 8:00 a.m. ET.
LGI Homes reported fourth-quarter 2025 home sales revenues of $474.0 million, down from $557.4 million a year earlier, and net income of $17.3 million, or $0.75 diluted EPS, versus $50.9 million, or $2.15, in the prior-year quarter. For full-year 2025, net income was $72.6 million, or $3.12 diluted EPS, compared with $196.1 million, or $8.30, in 2024. The company also issued 2026 guidance calling for 4,600 to 5,400 home closings and a gross margin of 18.0% to 20.0%, compared with 20.7% in 2025.
Q4 2025 home sales revenues were $474.0 million, versus $557.4 million in Q4 2024
Q4 2025 diluted EPS was $0.75, versus $2.15; full-year 2025 diluted EPS was $3.12, versus $8.30
2026 guidance: 4,600 to 5,400 home closings and average sales price of $355,000 to $365,000
Year-end 2025 backlog was 1,394 homes valued at $501.3 million, including a wholesale contract to deliver 480 homes during 2026
Danaher agreed to acquire Masimo, a provider of pulse oximetry and patient monitoring products, for $180 per share in cash under a merger agreement dated February 16, 2026. The total enterprise value is approximately $9.9 billion including assumed debt and net of acquired cash, and the deal is expected to close in the second half of 2026 subject to regulatory clearances and Masimo shareholder approval. For Danaher shareholders, the filing projects Masimo to be accretive to adjusted diluted EPS by $0.15 to $0.20 in the first full year and about $0.70 in the fifth full year.
Price: $180 per share in cash for all outstanding Masimo common stock
Total enterprise value of approximately $9.9 billion, including assumed indebtedness, net of acquired cash
Expected accretion to adjusted diluted EPS of $0.15 to $0.20 in the first full year and about $0.70 in the fifth full year
Expected close in the second half of 2026; Danaher expects to fund the deal with cash on hand and debt financing
Watsco reported full-year 2025 revenue of $7.24 billion, down 5%, and diluted earnings per share of $12.25 versus $13.30 in 2024. Fourth-quarter revenue fell 10% to $1.58 billion and quarterly EPS was $1.68 versus $2.37. The board also approved a 10% increase in the annual dividend to $13.20 per share, payable starting with the April 2026 payment.
Full-year 2025 revenue $7.24 billion, down 5%; operating income $720 million, down 8%
Full-year gross profit margin rose to a record 28.0%, up 120 basis points
Fourth-quarter EPS $1.68 versus $2.37 a year earlier; operating cash flow for the quarter was a record $400 million
Annual dividend raised 10% to $13.20 per share, reflected in the April 2026 payment
Valmont reported fourth-quarter 2025 diluted GAAP EPS of $9.05, up from $3.84, and adjusted EPS of $4.92, up 28.1%, on net sales that rose 0.1% to $1.04 billion. The company also introduced a 2026 outlook of $4.2 to $4.4 billion in net sales and $20.50 to $23.50 in diluted EPS, which compares with full-year 2025 adjusted EPS of $19.09.
Q4 2025 diluted GAAP EPS was $9.05 versus $3.84; adjusted EPS was $4.92, up 28.1%. GAAP EPS included a $3.98 benefit from a lower effective tax rate.
Q4 Agriculture sales fell 19.9% to $222.7 million, and the segment posted an operating loss of $3.4 million including $27.5 million of Brazil legal and credit loss expense.
Full-year 2025 diluted GAAP EPS was $16.79, down 2.3%; adjusted EPS rose 11.1% to $19.09. Full-year net sales were $4.10 billion, up 0.7%.
2026 outlook: net sales of $4.2 to $4.4 billion, diluted EPS of $20.50 to $23.50, and capital expenditures of $170 to $200 million.
Genuine Parts reported a fourth-quarter 2025 net loss of $609 million, or $(4.39) per diluted share, compared with net income of $133 million, or $0.96 per share, a year earlier. The loss reflects an $825 million after-tax pension settlement and other non-recurring items, while sales rose 4.1% to $6.0 billion and adjusted diluted EPS fell to $1.55 from $1.61. The company also announced a plan to separate its automotive and industrial businesses into two public companies and issued 2026 guidance.
Q4 2025 sales were $6.0 billion, up 4.1%; net loss was $609 million, including a $741.97 million pre-tax pension settlement charge
Full-year 2026 guidance: diluted EPS of $6.10 to $6.60 and adjusted diluted EPS of $7.50 to $8.00, versus full-year 2025 adjusted diluted EPS of $7.37
Quarterly dividend raised 3.2% to $1.0625 per share, payable April 2, 2026 to holders of record March 6, 2026
Board announced intent to separate Automotive Parts Group and Industrial Parts Group into two independent, publicly traded companies
Fluor reported fourth-quarter and full-year 2025 results. The fourth-quarter net loss attributable to Fluor was $1.6 billion, or $(9.87) per diluted share, compared with net earnings of $1.9 billion a year earlier, reflecting a net $2 billion reduction in the valuation of its NuScale investment. For the full year, revenue was $15.5 billion, down from $16.3 billion, and the company reported a net loss of $51 million, or $(0.31) per share, including a $643 million adverse Santos ruling.
Q4 2025 net loss attributable to Fluor of $1.6 billion, or $(9.87) per diluted share, versus net earnings of $1.9 billion, or $10.57 per share, in Q4 2024.
Full-year 2025 adjusted EPS of $2.19, down from $2.32 in 2024; operating cash flow was $(387) million versus $828 million.
Fluor set 2026 adjusted EBITDA guidance of $525 million to $585 million, compared with $504 million in 2025.
Received $1.35 billion in Q1 2026 from NuScale share sales; plans $1.4 billion in share repurchases for 2026.
Science Applications International Corp. appointed James Reagan as chief executive officer, effective February 17, 2026, replacing his role as interim CEO held since October 23, 2025. The filing describes his base salary, bonus target and long-term incentive award, which give shareholders the terms of the permanent appointment.
Reagan has served as interim CEO since October 23, 2025, and was previously a board member from January 2023.
Initial compensation: $1,200,000 base salary, short-term incentive target of 150% of salary, and $7,500,000 in long-term incentive awards (40% RSUs, 60% PSUs).
Reagan previously served as Executive Vice President and Chief Financial Officer of Leidos Holdings from July 2015 until July 2021.
The filing contains no financial results; it was furnished as Exhibit 99.1 with a press release dated February 17, 2026.
DTE Energy reported 2025 net income of nearly $1.5 billion, or $7.03 per diluted share, versus $6.77 in 2024, and operating earnings of $7.36 per share versus $6.83. The company confirmed its 2026 operating EPS guidance of $7.59 to $7.73 and said a $6.5 billion increase to its five-year capital investment plan is driven by an Oracle data center agreement and utility modernization needs.
2025 operating EPS of $7.36 was above the high end of the company's guidance, driven by its non-utility operations.
2026 operating EPS guidance of $7.59 to $7.73 was confirmed, and the company expects to reach the high end of the range due to RNG tax credits.
The five-year capital plan rose by $6.5 billion, and the company expects to reach final terms on additional data center customers in the first quarter of 2026.
WESCO International said Indraneel "Neel" Dev became Executive Vice President and Chief Financial Officer on February 16, 2026, replacing David S. Schulz, who had held the role. Schulz remains with the company as Executive Vice President and special advisor to the CEO until his retirement, effective May 31, 2026. The change in the top finance role is a significant governance event, though the filing gives no financial figures.
Neel Dev became EVP and CFO on February 16, 2026, the mutually agreed transition date
David S. Schulz continued as CFO until the transition date
Schulz will serve as EVP and special advisor to the CEO until his retirement effective May 31, 2026
Somnigroup reported fourth-quarter 2025 net sales of $1.87 billion, up 54.7%, with diluted EPS up 65.0% to $0.66, largely due to the inclusion of Mattress Firm, which it acquired on February 5, 2025. The company guided 2026 adjusted EPS to $3.00 to $3.40 and raised its quarterly dividend 13% to $0.17 per share, payable March 19, 2026, while full-year 2025 GAAP EPS fell 14.8% to $1.84.
Q4 2025 net sales rose 54.7% to $1,868.4 million; diluted EPS rose 65.0% to $0.66; adjusted EPS rose 20.0% to $0.72.
Full-year 2025 diluted EPS was $1.84, down 14.8% from $2.16; full-year adjusted EPS was $2.70, up 5.9%.
2026 adjusted EPS guidance is $3.00 to $3.40, about a 19% increase at the midpoint over 2025 adjusted EPS.
Quarterly dividend increased to $0.17 per share, payable March 19, 2026, to holders of record on March 5, 2026.
CNH Industrial reported fourth-quarter 2025 consolidated revenues up 6% to $5.16 billion, but net income fell 49% to $89 million and diluted EPS fell to $0.07 from $0.14. For full-year 2025, revenues declined 9% to $18.10 billion and net income fell to $505 million from $1,259 million. The company expects global industry retail demand for agricultural equipment to be about 5% lower in 2026 and forecasts 2026 adjusted diluted EPS of $0.35 to $0.45.
Q4 2025 net income was $89 million, versus $176 million in Q4 2024; Q4 included $123 million in non-cash impairment charges tied to the 2021 Raven acquisition and $62 million tied to Monarch Tractor and other minority holdings.
Full-year 2025 consolidated revenues were $18.10 billion, down 9%; full-year diluted EPS was $0.41, versus $0.99 in 2024; adjusted diluted EPS was $0.55, versus $1.05.
2026 outlook: Agriculture net sales down 5% to flat year-over-year; Industrial free cash flow of $150 million to $350 million; adjusted diluted EPS of $0.35 to $0.45.
Full-year 2025 net cash provided by operating activities was $2,538 million, and Industrial free cash flow was $513 million.
Portland General Electric agreed on February 15, 2026 to acquire PacifiCorp's Washington transmission and distribution business and three generation facilities for $1.9 billion in cash, with a Manulife-led group expected to hold a minority stake. The deal depends on several regulatory approvals and can be terminated after August 15, 2027, with $35 million termination fees in certain cases. The same day, the company reported 2025 GAAP earnings of $2.77 per diluted share, down from $3.01 in 2024, and initiated 2026 adjusted EPS guidance of $3.33 to $3.53.
Cash consideration of $1.9 billion at closing, funded in part by up to $1.9 billion in 364-day bridge loans and up to $600 million of equity commitments from Manulife Infrastructure Fund III, L.P. and affiliates
Closing requires Required Regulatory Approvals, including HSR, FERC, WUTC and OPUC; either party may terminate after August 15, 2027
2025 GAAP net income of $306 million, or $2.77 per diluted share, versus $313 million, or $3.01, in 2024; total revenues rose to $3,576 million from $3,440 million
2026 adjusted EPS guidance of $3.33 to $3.53 per diluted share; quarterly dividend of $0.525 per share payable April 15, 2026
Louisiana-Pacific reported fourth-quarter 2025 net sales of $567 million, down $114 million, and a net loss of $8 million, compared with net income of $63 million a year earlier. For full year 2025, net income fell $275 million to $146 million, or $2.08 per diluted share, and the company forecast full year 2026 consolidated Adjusted EBITDA of $430 million.
Q4 2025 net loss of $8 million, or $(0.11) per diluted share, versus net income of $63 million in Q4 2024; net sales fell $114 million to $567 million.
Full year 2025 net income was $146 million ($2.08 per diluted share), down $275 million; Adjusted EBITDA was $436 million, down $252 million.
2026 outlook: first quarter consolidated Adjusted EBITDA of $50 million and full year of $430 million; full year Siding net sales of about $1.7 billion.
Quarterly dividend set at $0.30 per share for Q1 2026, up from $0.28; about $1 billion total liquidity as of December 31, 2025.
Leidos reported fourth-quarter revenue of $4.2 billion, down 4% year over year, while diluted EPS rose 19% to $2.53, which the company attributed to the six-week government shutdown and the prior-year extra work week. For fiscal 2025, revenue grew 3% to $17.2 billion and diluted EPS rose 21% to $11.14, and Leidos issued fiscal 2026 guidance calling for revenue of $17.5 billion to $17.9 billion and non-GAAP diluted EPS of $12.05 to $12.45. The company also agreed to acquire power design firm Entrust for $2.4 billion, expected to close in the first half of fiscal 2026.
Q4 revenue $4.2 billion, down 4%; Q4 net income $335 million, up 19%
FY2025 revenue $17.2 billion, up 3%; FY2025 diluted EPS $11.14, up 21%
FY2026 guidance: revenue $17.5 billion to $17.9 billion; non-GAAP diluted EPS $12.05 to $12.45
Entrust acquisition for $2.4 billion, subject to customary adjustments; expected close in first half of fiscal 2026
Hyatt Hotels said Executive Chairman Thomas J. Pritzker is retiring effective immediately and will not stand for re-election as a director at the 2026 Annual Meeting. CEO Mark S. Hoplamazian was appointed Chairman of the Board in addition to his CEO role. The filing says the company's dual-class ownership structure is not affected, though voting provisions covering 2,270,395 Class B shares end as a result of Pritzker's retirement.
Thomas J. Pritzker retires as Executive Chairman effective February 16, 2026 and will serve out his director term
Mark S. Hoplamazian, President and CEO, succeeds Pritzker as Chairman of the Board, effective immediately
2,270,395 Class B shares, about 4.0% of total voting power, are no longer subject to 2007 Stockholders' Agreement voting provisions
Filing says Pritzker's decision was not due to any disagreement with the company on operations, policies or practices
Sonoco reported fourth-quarter 2025 net sales of $1.8 billion, up 29.7%, mainly from the Eviosys acquisition, and GAAP net income of $332.2 million, compared with a loss of $43.0 million a year earlier, largely due to the gain on the ThermoSafe sale. The company also issued 2026 guidance calling for adjusted diluted EPS of $5.80 to $6.20, which management said would be about a 20% improvement in adjusted earnings excluding divested businesses.
Q4 2025 net sales $1.8 billion, up 29.7%; adjusted net income $104.7 million, up 5.1%
Q4 2025 GAAP diluted EPS $3.33 vs. $(0.44) a year earlier; adjusted diluted EPS $1.05 vs. $1.00
2026 guidance: net revenue $7.25 billion to $7.75 billion; adjusted EBITDA $1.25 billion to $1.35 billion
Net debt reduced by $2.7 billion in 2025; net leverage approximately 3.0x; Investor Day webcast on February 17, 2026
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.