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).
Coeur Mining reported fourth-quarter and full-year 2025 results on February 18, 2026, and gave 2026 production guidance for its current portfolio. Full-year revenue was $2.1 billion, up from $1.1 billion in 2024, and GAAP net income from continuing operations was $586 million, or $0.95 per share. The filing also names two board nominees tied to the pending New Gold acquisition, which is expected to close in the first half of 2026, and reports a director resignation effective February 16, 2026.
Q4 2025 revenue was $675 million versus $305 million in Q4 2024; GAAP net income from continuing operations was $215 million, or $0.29 per share.
2026 guidance for current assets: 390,000 to 460,000 ounces of gold and 18.2 to 21.3 million ounces of silver.
Patrick Godin, New Gold's CEO, and Marilyn Schonberner were approved for the Coeur board, effective only if the New Gold transaction closes.
Director N. Eric Fier resigned effective February 16, 2026, to focus on other business ventures.
Charles River Laboratories appointed Glenn Coleman as Corporate Executive Vice President and Chief Financial Officer, with a tentative start date of April 6, 2026. He succeeds interim CFO Michael G. Knell, who will remain as Chief Accounting Officer.
Coleman, 58, is currently CFO and Chief Administrative Officer of Premier, Inc. and previously served as CFO of DENTSPLY SIRONA and Integra Life Sciences.
Offer letter sets a base salary of $800,000 and a 2026 target bonus of 85% of base salary, pro-rated to his hire date.
Coleman receives a 2026 equity award with a grant value of $3,000,000 and a one-time new hire equity award of $3,500,000, plus a one-time cash award of $1,875,000.
Nordson reported record first quarter fiscal 2026 sales of $669 million, up 9% year over year, and diluted EPS of $2.38, up 44%, which includes a non-cash gain on a minority investment. The company raised its full-year guidance for sales and adjusted earnings, citing a strong start to the year and a 4% increase in backlog.
Q1 sales $669 million vs. $615 million a year earlier; organic growth 6.5%
Q1 adjusted diluted EPS $2.37, a first quarter record, up 15% from $2.06; GAAP diluted EPS $2.38 vs. $1.65
Full-year fiscal 2026 sales guidance raised to $2,860 million to $2,980 million; adjusted EPS guidance raised to $11.00 to $11.60
Q2 fiscal 2026 sales outlook of $710 million to $740 million and adjusted EPS of $2.70 to $2.90; management webcast February 19, 2026 at 8:30 a.m. ET
Wyndham Hotels & Resorts reported fourth-quarter and full-year 2025 results. Full-year net income fell 33% to $193 million, mainly due to impairment and other-related charges tied to franchisee Revo Hospitality Group's insolvency, while adjusted diluted EPS rose 6% to $4.58. The company also gave 2026 guidance and said its quarterly dividend will rise 5% to $0.43 per share.
Full-year 2025 net income was $193 million, down 33% from $289 million; diluted EPS was $2.50 versus $3.61.
Full-year fee-related and other revenues rose 2% to $1.43 billion; adjusted diluted EPS rose 6% to $4.58.
Revo-related charges included $74 million in operating expenses and $48 million in impairment, plus $38 million of Vienna House trademark and franchise agreement impairments.
2026 outlook calls for adjusted diluted EPS of $4.62 to $4.80 and adjusted EBITDA of $730 million to $745 million; the higher dividend is expected to be declared in first quarter 2026.
ITT entered into a credit agreement providing delayed draw term loan commitments of $2.875 billion, which can be drawn on up to two occasions to finance its previously announced acquisition of SPX FLOW, Inc. The filing sets out borrowing costs, a maturity of two years from the first borrowing, and a maximum net debt to adjusted EBITDA ratio of 3.50 to 1.00, which adds debt obligations for shareholders to weigh against the acquisition.
Delayed draw term loan commitments total $2,875,000,000 and expire on September 11, 2026 if undrawn or not otherwise terminated.
DDTL Loans bear interest at Term SOFR plus 1.00% to 1.50%, or an alternate base rate plus 0.00% to 0.50%, based on the Company's debt ratings.
An unused commitment fee of 0.10% per year accrues from May 3, 2026 until the loans are fully funded or the commitments end.
Loans mature two years from the first borrowing and may be prepaid without penalty or premium, subject to customary conditions.
SiriusPoint reported fourth-quarter 2025 net income available to common shareholders of $240 million, or $1.97 per diluted share, compared with a loss of $21.3 million a year earlier. Total revenues rose to $973.7 million from $612.8 million, and the company intends to repurchase $100 million of common shares over the next 12 months. The Core combined ratio worsened to 92.9% from 90.2%, a secondary measure that slipped.
Q4 2025 net income available to common shareholders was $240 million, or $1.97 per diluted share, versus a loss of $21.3 million ($0.13 per share) in Q4 2024.
Operating earnings per share were $0.70, compared with $0.27 a year earlier; annualized return on equity was 44.9%.
Core combined ratio was 92.9%, compared with 90.2%; gross written premium rose 17.6% to $896.9 million.
The company intends to repurchase $100 million of common shares over the next 12 months and will redeem all 8,000,000 Series B preference shares on February 26, 2026.
Remitly Global appointed Sebastian Gunningham as chief executive officer effective February 19, 2026, succeeding co-founder Matthew Oppenheimer, who will cease to be an employee but continue as Chair of the Board. The company also reported Q4 and full-year 2025 results that exceeded the high ends of its revenue and Adjusted EBITDA guidance, and provided Q1 and full-year 2026 guidance. A large part of Gunningham's equity award vests only if the stock reaches price thresholds from $20 to $50 per share, tying that pay to share price gains.
Gunningham receives a $350,000 annual base salary, 1,462,500 performance stock units and 787,500 restricted stock units, plus a $4,000,000 cash payment paid 50% at start and 50% at first anniversary
PSU thresholds run from $20 to $50 per share, measured as a 120-trading day average, implying a market capitalization up to $10.5 billion
Board membership increases from nine to ten members; Oppenheimer remains Chair and Phillip Riese is Lead Independent Director
Q4 and full-year 2025 revenue and Adjusted EBITDA exceeded the high ends of guidance; the filing gives no dollar figures for these results
Jackson Financial reported a fourth-quarter 2025 GAAP net loss attributable to common shareholders of $(215) million, or $(3.13) per diluted share, compared with net income of $334 million, or $4.45 per share, a year earlier. Adjusted operating earnings, a non-GAAP measure, rose to $455 million, or a record $6.61 per diluted share, and the company set a 2026 capital return target of $900 million to $1.1 billion.
Q4 2025 GAAP net loss of $(215) million, or $(3.13) per diluted share, versus net income of $334 million, or $4.45 per share, in Q4 2024
Q4 2025 adjusted operating earnings of $455 million, or a record $6.61 per diluted share, versus $349 million, or $4.65 per share, a year earlier
Full-year 2025 GAAP net loss of $(17) million, or $(0.24) per diluted share, versus net income of $902 million, or $11.74 per share, in 2024
Quarterly dividend to rise 12.5% to $0.90 per share in Q1 2026; 2026 capital return target set at $900 million to $1.1 billion
SM Energy agreed on February 17, 2026, to sell about 61,000 net acres and related assets in its southern Maverick Basin position in Webb County, Texas, to Caturus Energy for $950 million in cash, subject to customary adjustments. The company said it expects to use the proceeds mainly to reduce debt, and the deal is expected to close in the second quarter of 2026, subject to closing conditions including regulatory clearance and consents.
Cash purchase price of $950 million, subject to customary purchase price adjustments; Caturus deposited seven and one-half percent of the unadjusted price into escrow.
Assets include about 260 producing wells, with 2026 production expected at 37-39 MBoe/d and asset-level cash flows of about $160 million for the full year, excluding corporate burdens.
Expected closing in the second quarter of 2026 with an effective date of February 1, 2026; closing depends on Hart-Scott-Rodino waiting period expiration and required consents.
CEO Beth McDonald said the sale largely accomplishes a key priority of selling more than $1.0 billion in assets, and the company plans to share its updated return-of-capital program when it reports earnings next week.
Etsy signed an agreement on February 15, 2026 to sell its Depop fashion resale marketplace subsidiary to eBay for approximately $1.2 billion in cash, subject to purchase price adjustments. The deal is expected to close in the second quarter of 2026, subject to antitrust approvals and other closing conditions. Etsy said it will use the proceeds for general corporate purposes, continued share repurchases and investment in its core marketplace.
Purchase price is approximately $1.2 billion in cash, subject to adjustments for Depop's working capital, transaction expenses, cash, indebtedness and certain forfeited equity awards
Expected closing is the second quarter of 2026; outside date is November 15, 2026, extendable to February 15, 2027 for antitrust approvals
Purchaser would pay Etsy a $90 million termination fee in certain antitrust-related terminations and an additional $70 million fee on certain other termination events
Etsy will report fourth quarter and full year 2025 results and first quarter 2026 outlook the day after this announcement, per the press release
Royal Gold reported fourth-quarter revenue of $375.3 million, up from $202.6 million a year earlier, and full-year 2025 revenue of $1.03 billion, up from $719.4 million. Full-year net income attributable to stockholders rose to $466.3 million ($6.70 per basic share) from $332.0 million, and the company raised its 2026 dividend to $1.90 per share, its 25th consecutive annual increase.
Q4 2025 revenue of $375.3 million vs. $202.6 million in Q4 2024; Q4 net income of $93.6 million ($1.16 per share)
Full-year 2025 revenue of $1,030.5 million vs. $719.4 million; net income of $466.3 million vs. $332.0 million
Full-year 2025 operating cash flow of $704.8 million vs. $529.5 million
2026 annual dividend increased to $1.90 per share from $1.80 paid in 2025
Omnicom reported fourth-quarter 2025 revenue of $5.5 billion, up 27.9% from a year earlier, with one month of contribution from the Interpublic (IPG) acquisition that closed November 26, 2025. GAAP results swung to a net loss attributable to Omnicom of $941.1 million, driven by $1.1 billion of repositioning costs, a $543.4 million loss on planned dispositions and $186.7 million of IPG transaction costs, while non-GAAP adjusted EPS rose to $2.59 from $2.41. The Board also approved a $5.0 billion share repurchase program, including $2.5 billion of accelerated share repurchase arrangements.
Q4 2025 revenue was $5.5 billion, up from $4.3 billion; Q4 operating loss was $977.2 million versus operating income of $685.3 million a year earlier.
Q4 diluted loss per share was $4.02 versus diluted income of $2.26; non-GAAP adjusted diluted EPS was $2.59 versus $2.41.
Full-year 2025 revenue was $17.3 billion, and the net loss attributable to Omnicom was $54.5 million, compared with net income of $1,480.6 million in 2024.
The Board approved a $5.0 billion share repurchase program, and Omnicom entered into $2.5 billion of accelerated share repurchase arrangements.
Remitly reported fourth-quarter 2025 revenue of $442.2 million, up 26%, and net income of $41.2 million, compared with a net loss of $5.7 million a year earlier. For full-year 2025, net income was $67.9 million, the company's first full year of GAAP profitability, and the company said results exceeded its prior guidance for revenue and Adjusted EBITDA. The company also named Sebastian Gunningham as its new Chief Executive Officer, replacing co-founder Matt Oppenheimer, who will remain Chairman.
Q4 2025 revenue was $442.2 million, up from $351.9 million; net income was $41.2 million versus a net loss of $5.7 million
Full-year 2025 net income was $67.9 million versus a net loss of $37.0 million; Adjusted EBITDA was $272.2 million, up 93%
2026 outlook: total revenue of $1.940 billion to $1.960 billion and Adjusted EBITDA of $340 million to $360 million; GAAP net income expected to be positive
Sebastian Gunningham appointed CEO; Matt Oppenheimer remains Chairman and will advise through a transition period
eBay reported fourth-quarter 2025 revenue of $3.0 billion, up 15%, while GAAP earnings per diluted share fell 19% to $1.14 from $1.40. Non-GAAP EPS rose 13% to $1.41. The company also announced a definitive agreement to acquire Depop, Inc. for approximately $1.2 billion in cash, expected to close in the second quarter of 2026.
Q4 2025 revenue was $2,965 million, up 15% as reported and up 13% on an FX-neutral basis
GAAP net income from continuing operations was $525 million, down 23%; non-GAAP net income was $648 million, up 7%
Q1 2026 guidance: revenue of $3.00 to $3.05 billion and diluted GAAP EPS of $1.14 to $1.20
Depop acquisition from Etsy, Inc. is an all-cash transaction valued at approximately $1.2 billion
On February 11, 2026, Central Garden & Pet's board approved a $100 million increase in the company's share repurchase authorization, bringing the total to approximately $127 million as of that date. The same day, shareholders elected nine directors, ratified Deloitte & Touche LLP as auditor, and approved the advisory vote on executive pay. The filing also discloses the appointment of Kay M. Schwichtenberg to the board, effective March 1, 2026.
Board approved a $100 million increase to the share repurchase authorization on February 11, 2026; total authorization is approximately $127 million as of that date.
Company press release states management considers the market price of its shares to be currently undervalued.
Kay M. Schwichtenberg appointed to the board effective March 1, 2026, and to the Audit Committee; she retired as Executive Vice President, Animal & Public Health in February 2023.
Shareholders approved the executive compensation advisory vote with 16,346,943 votes for and 218,084 against.
Booking Holdings reported fourth-quarter 2025 revenue of $6.3 billion, up 16% from a year earlier, and GAAP net income of $1.4 billion, up 34%. For full year 2025, net income fell 8% to $5.4 billion, and the company said it expects 2026 adjusted EBITDA growth faster than revenue growth and mid-teens adjusted EPS growth. It also announced a 25-for-1 forward stock split and a 9.4% increase in its quarterly dividend.
Q4 2025 GAAP EPS was $44.22, up 38%; adjusted EPS was $48.80, up 17%.
Full year 2025 net income was $5.4 billion, down 8%, and GAAP EPS was $165.57, down 4%; full year results included a $457 million impairment.
Quarterly dividend of $10.50 per share is payable March 31, 2026, up from $9.60 in 2025.
Split: holders of record on March 6, 2026 receive 24 additional shares, distributed after the close on April 2, 2026; split-adjusted trading is expected April 6, 2026.
Clean Harbors reported fourth-quarter 2025 revenue of $1.50 billion and net income of $86.6 million, or $1.62 per diluted share, both up from the prior-year quarter. For full-year 2025, revenue reached a record $6.03 billion, but net income fell to $391.0 million from $402.3 million. The company also guided 2026 Adjusted EBITDA to $1.20 billion to $1.26 billion and expanded its buyback by $350 million.
Q4 2025 net income was $86.6 million, or $1.62 per diluted share, versus $84.0 million, or $1.55, a year earlier.
Full-year 2025 net income was $391.0 million, or $7.28 per diluted share, versus $402.3 million, or $7.42, in 2024.
2026 guidance: Adjusted EBITDA of $1.20 billion to $1.26 billion and adjusted free cash flow of $480 million to $540 million.
Agreed to acquire certain Depot Connect International businesses for about $130 million, with closing expected in the first half of 2026; buyback availability was raised to $600 million.
MSG Sports said its Chief Financial Officer, Victoria Mink, agreed on February 17, 2026 to leave the company, and a successor search has started. Its board also unanimously approved a plan to explore a possible spin-off that would separate the New York Knicks from the New York Rangers into two public companies, though the filing says there is no assurance the transaction will be completed.
Victoria Mink, Executive Vice President, CFO and Treasurer, agreed to leave on February 17, 2026, and will stay on for a period to assist with the spin-off and a transition.
Mink will receive severance under her employment agreement; the filing says her departure is not related to any disagreement on accounting or disclosure matters.
The possible spin-off would create two publicly traded companies, with record holders of Class A and Class B common stock receiving a pro-rata distribution of 100% of the new company's common stock.
Completion depends on league approvals, a tax opinion from counsel and final company board approval.
Verisk reported fourth-quarter and full-year 2025 results on February 18, 2026. Quarterly revenue rose 5.9% to $779 million and adjusted EPS rose 13.0% to $1.82, but GAAP diluted EPS fell 1.4% to $1.42 because the prior year included gains on investments and the current year included debt-related charges. The company guided 2026 revenue to $3,190 million to $3,240 million, plans a $1.5 billion accelerated share repurchase, and raised its quarterly dividend 11% to 50 cents per share.
Q4 2025 revenue was $779 million, up 5.9%; net income was $197 million, down 6.2%.
GAAP diluted EPS was $1.42, down 1.4%; diluted adjusted EPS was $1.82, up 13.0%.
2026 guidance: total revenue of $3,190 million to $3,240 million; diluted adjusted EPS of $7.45 to $7.75.
Board raised the quarterly dividend to 50 cents from 45 cents, payable March 31, 2026, and lifted the buyback authorization to $2.5 billion.
Charles River Laboratories reported fourth-quarter 2025 revenue of $994.2 million, down 0.8% from a year earlier, and a GAAP net loss of $(276.6) million, or $(5.62) per diluted share, driven by non-cash impairments. Non-GAAP earnings per share fell 10.2% to $2.39, and the company guided 2026 non-GAAP earnings per share to $10.70 to $11.20, which it said would be an increase of about 4% to 9%.
Q4 2025 revenue was $994.2 million, down 0.8% from $1,002.5 million; organic revenue declined 2.6%.
Q4 GAAP net loss was $(276.6) million, or $(5.62) per diluted share, including $211.0 million of intangible asset impairments and a $165.0 million goodwill impairment.
Q4 non-GAAP diluted EPS was $2.39, down 10.2% from $2.66; non-GAAP operating margin fell to 18.1% from 19.9%.
2026 guidance: non-GAAP EPS of $10.70 to $11.20 and GAAP EPS of $6.30 to $6.80; guidance excludes planned divestitures of about 7% of annual revenue.
Insulet reported fourth-quarter revenue of $783.8 million, up 31.2%, and GAAP net income of $101.6 million, or $1.44 per diluted share, compared with $1.39 a year earlier. Full-year GAAP net income fell to $247.1 million from $418.3 million, largely due to a $123.9 million loss on extinguishment of debt and prior-year tax benefits, while full-year adjusted EPS rose 53.4% to $4.97. The board also raised the share repurchase authorization by $350 million to a total of $475 million, extended through December 31, 2027, and the company guided 2026 total constant currency revenue growth to 20% to 22%.
Q4 2025 revenue of $783.8 million, up 31.2%; Omnipod revenue of $781.8 million, up 33.5%
Full-year 2025 revenue of $2.7 billion, up 30.7%; GAAP diluted EPS of $3.48 vs. $5.78 in 2024
Board approved a $350 million repurchase increase on February 13, 2026; $415 million remained available as of February 16, 2026, with about $300 million planned for Q1 2026
2026 guidance: total constant currency revenue growth of 20% to 22% and adjusted EPS growth above 25%
Analog Devices reported fiscal first-quarter 2026 revenue of $3.16 billion, up 30% from a year earlier, and diluted earnings per share of $1.69 versus $0.78. It forecast second-quarter revenue of $3.5 billion, plus or minus $100 million, and raised its quarterly dividend 11% to $1.10 per share, payable March 17, 2026.
Q1 diluted EPS was $1.69 versus $0.78 a year earlier; adjusted diluted EPS was $2.46 versus $1.63.
Q2 fiscal 2026 outlook: revenue of $3.5 billion (+/- $100 million), reported EPS of $2.19 and adjusted EPS of $2.88 (each +/- $0.15).
Quarterly dividend raised to $1.10 from $0.99 per share, payable March 17, 2026 to holders of record on March 3, 2026.
Dana reported full-year 2025 sales of $7.5 billion, down from $7.7 billion in 2024, while adjusted EBITDA rose to $610 million from $395 million on cost savings. The company confirmed its 2026 outlook and increased its capital return authorization from $1 billion to $2 billion, which matters to shareholders because it expands the company's planned share repurchases.
Full-year 2025 sales were $7.5 billion, compared with $7.7 billion in 2024; adjusted EBITDA margin was 8.1%, compared with 5.1%.
Adjusted free cash flow for 2025 was $331 million, compared with $81 million in 2024.
2026 preliminary guidance: sales of $7.30 to $7.70 billion, adjusted EBITDA of $750 to $850 million, and diluted adjusted EPS of $2.00 to $3.00.
Capital return authorization increased from $1 billion to $2 billion; the company will host a Capital Markets Day on March 25, 2026.
Garmin reported record fourth-quarter and full-year 2025 revenue and profit, with fourth-quarter revenue up 17% to $2.12 billion and pro forma EPS up 16% to $2.79. It guided 2026 revenue to $7.9 billion and pro forma EPS to $9.35, and announced a new $500 million share repurchase program and a proposed $4.20 per share annual dividend, which requires shareholder approval.
Q4 2025 revenue of $2.12 billion, up 17%; GAAP EPS of $2.73, up 21%; pro forma EPS of $2.79, up 16%
Fiscal 2025 revenue of $7.25 billion, up 15%; pro forma EPS of $8.56, up 16%
2026 guidance: revenue of $7.9 billion, up 9%; pro forma EPS of $9.35
New $500 million share repurchase program through December 30, 2028; proposed $4.20 annual dividend for the June 5, 2026 annual meeting
Global Payments reported fourth-quarter 2025 results with GAAP diluted EPS of $0.92, down from $2.25 a year earlier, while adjusted EPS rose 12% to $3.18. The company also guided to 2026 adjusted EPS of $13.80 to $14.00, authorized $2.5 billion in share repurchases including a $550 million accelerated plan, and named a new director and chief accounting officer.
Q4 2025 GAAP revenue was $1.90 billion, down 0.1% from a year earlier, and GAAP diluted EPS was $0.92 versus $2.25.
Adjusted net revenue was $2.32 billion, up 1.4%, and adjusted EPS was $3.18 versus $2.85.
2026 outlook calls for adjusted EPS of $13.80 to $14.00, growth of 13% to 15%; the board authorized $2.5 billion in share repurchases, with a $550 million accelerated share repurchase.
Jennifer Bozeman Whyte becomes chief accounting officer effective March 1, 2026; Vivek Sankaran joins the board effective February 19, 2026.
HF Sinclair reported a fourth quarter 2025 net loss attributable to stockholders of $28 million, or $(0.16) per diluted share, compared with a $214 million loss a year earlier, and adjusted net income of $221 million, or $1.20 per diluted share. The company also disclosed that CEO and President Tim Go is taking a voluntary leave of absence, with Chairperson Franklin Myers named temporary CEO and President, and that the 2025 audit is not complete while the Audit Committee reviews disclosure processes. Shareholders face leadership uncertainty and a delayed Form 10-K, though the board declared a $0.50 quarterly dividend.
Q4 2025 net loss of $28 million, or $(0.16) per diluted share, versus a net loss of $214 million, or $(1.14), in Q4 2024
Adjusted net income of $221 million, or $1.20 per diluted share, versus an adjusted net loss of $191 million, or $(1.02), a year earlier
Q4 sales and other revenues were $6,464 million, down $36 million (1%) from $6,500 million
Tim Go took a voluntary leave of absence effective February 17, 2026; Franklin Myers, 73, is temporary CEO and President, and the 2025 audit is not yet complete
Travel + Leisure Co. (TNL) reported a fourth-quarter 2025 net loss of $61 million, or $0.95 per diluted share, compared with net income of $119 million a year earlier, after $210 million of inventory write-downs and impairments tied to its Resort Optimization Initiative. Fourth-quarter revenue rose 6% to $1.03 billion, while full-year 2025 net income was $230 million, down from $411 million. The company guided 2026 Adjusted EBITDA to $1,030 million to $1,055 million and its Board approved a new $750 million share repurchase authorization.
Q4 2025 net loss of $61 million (diluted loss of $0.95 per share) vs. net income of $119 million in Q4 2024
Q4 2025 revenue of $1.03 billion; full-year 2025 net income of $230 million, diluted EPS of $3.44, Adjusted EBITDA of $990 million
2026 full-year Adjusted EBITDA guidance of $1,030 million to $1,055 million; management will recommend a Q1 2026 dividend of $0.60 per share
Board approved a new $750 million share repurchase authorization
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.