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).
Hormel Foods reported preliminary first-quarter fiscal 2026 results, expecting net sales of about $3 billion, 2% organic net sales growth and diluted EPS of $0.33 (adjusted $0.34). The company reaffirmed its fiscal 2026 organic net sales and adjusted EPS guidance and agreed to sell its whole-bird turkey business to Life-Science Innovations, which it expects to close by the end of its second fiscal quarter. The company estimates minimal impact from the sale on fiscal 2026 net sales and adjusted EPS guidance.
Preliminary Q1 fiscal 2026 net sales of about $3 billion, with 2% organic net sales growth; the company says this is its fifth consecutive quarter of year-over-year organic growth
Preliminary Q1 diluted EPS of $0.33 and adjusted diluted EPS of $0.34
Fiscal 2026 organic net sales and adjusted diluted EPS guidance reaffirmed
Definitive agreement to sell whole-bird turkey business to Life-Science Innovations; expected to close by end of fiscal Q2 2026, with financial terms not disclosed
OGE Energy reported full-year 2025 net income of $470.7 million, or $2.32 per diluted share, up from $2.19 in 2024, and gave 2026 consolidated EPS guidance of $2.38 to $2.48, with a $2.43 midpoint. Fourth-quarter 2025 earnings fell to $0.34 per diluted share from $0.50, and the Board approved a $0.425 per share second-quarter dividend.
2025 net income was $470.7 million, or $2.32 per diluted share, versus $441.5 million, or $2.19, in 2024.
Fourth-quarter 2025 net income was $69.2 million, or $0.34 per diluted share, versus $101.9 million, or $0.50, a year earlier; the filing cites a prior-year interim rate order recognized in Q4 2024.
2026 guidance: $2.38 to $2.48 per diluted share, midpoint $2.43, with targeted annual EPS growth of 5% to 7% from the midpoint.
Board approved a second-quarter dividend of $0.425 per share, payable April 24, 2026, to holders of record on April 6, 2026.
Toll Brothers reported results for the first quarter ended January 31, 2026, with net income of $210.9 million, or $2.19 per diluted share, up from $177.7 million, or $1.75, a year earlier. Home sales revenues were $1.85 billion, roughly flat, while deliveries fell to 1,899 homes from 1,991, and backlog value dropped to $6.02 billion from $6.94 billion. Management said it is maintaining full-year fiscal 2026 guidance.
Net income $210.9 million, or $2.19 per diluted share, versus $177.7 million, or $1.75, in the prior-year quarter.
Home sales revenues $1.85 billion versus $1.84 billion; delivered homes 1,899 versus 1,991.
Quarter-end backlog $6.02 billion (5,051 homes) versus $6.94 billion (6,312 homes) a year earlier.
Full-year fiscal 2026 guidance includes 10,300 to 10,700 deliveries and an adjusted home sales gross margin of 26.00%.
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
MKS Inc. reported fourth-quarter 2025 revenue of $1,033 million, up from $935 million a year earlier, with GAAP net income of $108 million and diluted EPS of $1.58. Its first-quarter 2026 guidance calls for revenue of $1,040 million plus or minus $40 million and non-GAAP EPS of $2.00 plus or minus $0.28, and the company completed a refinancing of its term loans and a €1.0 billion senior notes offering on February 4, 2026.
Q4 2025 revenue was $1,033 million, versus $935 million in Q4 2024; GAAP net income was $108 million, versus $90 million.
Q4 2025 non-GAAP net earnings per diluted share were $2.47, versus $2.15 in Q4 2024; full-year 2025 was $7.88.
Q1 2026 guidance: revenue of $1,040 million (plus or minus $40 million) and non-GAAP EPS of $2.00 (plus or minus $0.28).
On February 4, 2026, the company issued €1.0 billion of 4.25% senior notes due 2034 and refinanced its term loans, prepaying about $1.3 billion.
Rush Street Interactive reported record fourth-quarter 2025 revenue of $324.9 million, up 28%, and full-year revenue of $1,134 million, up 23%, which exceeded the high end of its prior guidance. Full-year net income rose to $74.0 million from $7.2 million, but net income attributable to Rush Street Interactive shareholders was $33.3 million after non-controlling interests, and the company initiated 2026 guidance for revenue of $1,375 million to $1,425 million and adjusted EBITDA of $210 million to $230 million.
Q4 2025 revenue was $324.9 million, up from $254.2 million; net income was $19.1 million, up from $6.5 million.
Full-year 2025 revenue was $1,134 million, up 23% from $924 million, and exceeded the high end of guidance.
Full-year 2025 diluted earnings per share attributable to Rush Street Interactive were $0.31, up from $0.03 in 2024.
2026 guidance: revenue of $1,375 million to $1,425 million and adjusted EBITDA of $210 million to $230 million.
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
Palo Alto Networks reported fiscal second quarter 2026 results for the quarter ended January 31, 2026, with revenue up 15% year over year to $2.6 billion and GAAP net income of $432 million, or $0.61 per diluted share, up from $267 million, or $0.38, a year earlier. The company also issued fiscal third quarter and full fiscal year 2026 guidance, including full-year revenue of $11.28 billion to $11.31 billion, which gives shareholders a forward view of expected growth.
Q2 revenue was $2.6 billion, up 15% from $2.3 billion in the year-earlier quarter.
GAAP net income was $432 million, or $0.61 per diluted share, versus $267 million, or $0.38, a year earlier.
Non-GAAP net income per diluted share was $1.03, versus $0.81 a year earlier; non-GAAP operating margin was 30.3%, versus 28.4%.
Fiscal 2026 revenue guidance is $11.28 billion to $11.31 billion, and Q3 revenue guidance is $2.941 billion to $2.945 billion.
Mercury General reported fourth-quarter 2025 net income of $202.5 million, or $3.66 per diluted share, up from $101.1 million, or $1.82, a year earlier, and full-year net income of $541.1 million, or $9.77 per share, up 15.6%. The company also declared a quarterly dividend of $0.3175 per share, and it says Palisades and Eaton wildfire net losses of about $380 million for 2025 remain a significant factor in its results.
Q4 2025 net income was $202.5 million ($3.66 per diluted share) versus $101.1 million ($1.82) in Q4 2024.
Q4 2025 combined ratio was 88.6% versus 91.4%; net premiums earned rose 6.9% to $1.45 billion.
Full-year 2025 net income was $541.1 million, up 15.6%, while catastrophe losses net of reinsurance were $508 million versus $277 million.
Quarterly dividend of $0.3175 per share is payable March 26, 2026 to shareholders of record on March 12, 2026.
HealthEquity said its HSA Assets reached $36.5 billion as of January 31, 2026, up 14% from a year earlier, and its HSA count rose 7% to 10.6 million. The company reaffirmed its fiscal 2026 and 2027 outlook and said fiscal 2026 results are expected to be near the top end of previously provided ranges, which signals strong sales for shareholders while full fiscal 2027 guidance is deferred to March.
Fourth-quarter new HSAs from sales rose 17% year over year, and the company reported more than one million new HSA accounts from sales for fiscal 2026.
Total HSA Assets were $36.5 billion, up 14% from $32.1 billion, with HSA investments up 26% to $18.5 billion.
Total Accounts reached 17.8 million, up 4%, and the company expects to provide full fiscal 2027 guidance when it reports year-end results in March.
The fourth-quarter and fiscal 2026 results conference call is scheduled for March 17, 2026, at 4:30 p.m. Eastern Time.
Republic Services reported fourth-quarter 2025 diluted EPS of $1.76, up from $1.63 a year earlier, on revenue of $4,136 million, up 2.2%. For full-year 2025, diluted EPS rose to $6.85 from $6.49, and the company expects 2026 adjusted diluted EPS of $7.20 to $7.28 on revenue of $17.050 billion to $17.150 billion.
Q4 2025 net income was $545 million, or $1.76 per diluted share, versus $512 million, or $1.63, in Q4 2024.
Q4 2025 adjusted EPS was $1.76, up 11.4% from $1.58 in the prior-year quarter.
Full-year 2025 adjusted EPS was $7.02, up 8.7% from $6.46; cash returned to shareholders was $1.6 billion.
2026 guidance: revenue of $17.050 billion to $17.150 billion and adjusted EBITDA of $5.475 billion to $5.525 billion.
Cadence reported fourth-quarter 2025 revenue of $1.440 billion, up from $1.356 billion a year earlier, and fiscal 2025 revenue of $5.297 billion, up from $4.641 billion. Fiscal 2025 GAAP diluted earnings per share rose to $4.06 from $3.85, while GAAP operating margin fell to 28.2% from 29.1%. For 2026, Cadence expects GAAP diluted EPS of $4.95 to $5.05 and non-GAAP diluted EPS of $8.05 to $8.15, excluding its pending Hexagon design and engineering acquisition.
Q4 2025 revenue was $1.440 billion versus $1.356 billion in Q4 2024; GAAP diluted EPS was $1.42 versus $1.24.
Fiscal 2025 non-GAAP diluted EPS was $7.14 versus $5.97 in 2024; GAAP operating margin was 28.2% versus 29.1%.
2026 outlook: revenue of $5.9 billion to $6.0 billion and non-GAAP diluted EPS of $8.05 to $8.15, excluding the pending Hexagon D&E acquisition.
Q1 2026 outlook: revenue of $1.420 billion to $1.460 billion, with approximately $200 million expected for share repurchases in the quarter.
Expand Energy reported fourth-quarter and full-year 2025 results and issued its 2026 outlook. Net income turned from losses in 2024 to profits in 2025, with the company citing higher production and lower debt, and it plans to prioritize debt reduction of at least $1 billion in 2026 while continuing the base dividend and opportunistic share repurchases.
Q4 2025 net income of $553 million, or $2.30 per diluted share, compared with a net loss of $399 million, or $1.72 per share, in Q4 2024
Full-year 2025 net income of $1,819 million, or $7.57 per diluted share, compared with a net loss of $714 million in 2024
2026 outlook: approximately $2.85 billion of capital and about 7.5 Bcfe/d of daily production, with debt reduction of at least $1 billion
Quarterly base dividend of $0.575 per share, payable March 26, 2026, to holders of record on March 5, 2026
Marine Petroleum Trust declared a quarterly cash distribution of $0.101614 per unit, payable March 30, 2026, to unitholders of record on February 27, 2026. The payment is higher than the $0.049136 per unit paid last quarter and the $0.077052 per unit paid in the same quarter of 2025, and the press release attributes the change to royalty income, which reflects oil and natural gas production and prices.
Distribution of $0.101614 per unit, payable March 30, 2026, to holders of record on February 27, 2026
Up from $0.049136 per unit last quarter and $0.077052 per unit in the same quarter of 2025
Oil production volume rose and natural gas volume fell versus last quarter; oil realized prices fell while natural gas prices rose slightly
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.
Krystal Biotech reported fourth-quarter and full-year 2025 results, with product revenue from VYJUVEK rising from the prior-year periods. Net income for the quarter was $51.4 million, or $1.70 per diluted share, compared with $45.5 million, or $1.52 per diluted share, a year earlier. The company also issued fiscal 2026 non-GAAP R&D and SG&A expense guidance of $175.0 million to $195.0 million.
Q4 2025 product revenue, net, was $107.1 million, up from $91.1 million in Q4 2024.
Full-year 2025 product revenue, net, was $389.1 million, up from $290.5 million in 2024.
Full-year 2025 net income was $204.8 million, or $6.84 per diluted share, versus $89.2 million, or $3.00 per diluted share, in 2024.
FY 2026 non-GAAP R&D and SG&A expense guidance is $175.0 million to $195.0 million, excluding stock-based compensation.
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.
Labcorp reported fourth-quarter 2025 revenue of $3.52 billion, up from $3.33 billion, and full-year revenue of $13.95 billion, up from $13.01 billion. Full-year diluted EPS rose to $10.46 from $8.84, and the company provided 2026 guidance calling for adjusted EPS of $17.55 to $18.25, compared with $16.44 in 2025. Fourth-quarter restructuring and other charges of $110.8 million, up from $11.4 million a year earlier, were a notable offsetting item.
Q4 2025 diluted EPS was $1.98 vs $1.70 a year earlier; Q4 adjusted EPS was $4.07 vs $3.45
2026 guidance: revenue of $14.61 billion to $14.79 billion and free cash flow of $1.24 billion to $1.36 billion
Q4 2025 free cash flow was $490.3 million vs $665.1 million, which the company attributed to working capital timing
Quarterly dividend of $0.72 per share is payable March 12, 2026, to holders of record on February 27, 2026
Waystar reported fourth-quarter and full-year 2025 results and gave full-year 2026 guidance. Revenue grew 24% in the quarter and 17% for the year, and full-year net income was $112.1 million, compared with a loss of $19.1 million in 2024. Quarterly diluted EPS of $0.10 was slightly below the $0.11 reported a year earlier.
Q4 2025 revenue was $303.5 million, up 24% year-over-year; Q4 net income was $20.0 million, or $0.10 diluted EPS
FY 2025 revenue was $1,099.3 million, up 17%; FY net income was $112.1 million versus a $19.1 million loss in 2024
2026 guidance: revenue of $1.274 billion to $1.294 billion and adjusted EBITDA of $530 million to $540 million
2026 non-GAAP diluted EPS guidance is $1.59 to $1.68
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.
Allegion reported fourth-quarter 2025 net revenues of $1,033.2 million, up 9.3%, and diluted EPS of $1.70, up 3.0%, with adjusted EPS of $1.94, up 4.3%. The company also gave 2026 guidance calling for reported revenue growth of 5% to 7% and adjusted EPS of $8.70 to $8.90, compared with 2025 adjusted EPS of $8.14.
Q4 2025 revenue of $1,033.2 million, up 9.3% reported and 3.3% organic; Americas organic revenue up 4.8%
Q4 2025 diluted EPS of $1.70 vs. $1.65; adjusted EPS of $1.94 vs. $1.86
Full-year 2025 adjusted EPS of $8.14, up 8.1%; reported EPS of $7.44, up 9.1%
2026 outlook: reported revenue growth 5% to 7%, reported EPS $8.00 to $8.20, adjusted EPS $8.70 to $8.90
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.