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).
EPAM reported fourth-quarter and full-year 2025 results on February 19, 2026. Revenue grew in both periods, but full-year GAAP diluted EPS fell to $6.72 from $7.84, while non-GAAP diluted EPS rose 5.9% to $11.50. The company also gave 2026 guidance of $7.95 to $8.25 GAAP diluted EPS and $12.60 to $12.90 non-GAAP diluted EPS.
Q4 2025 revenue was $1.408 billion, up 12.8% year over year; Q4 GAAP diluted EPS was $1.98, up 10.0%.
Full-year 2025 revenue was $5.457 billion, up 15.4%, but GAAP income from operations fell 4.5% to $520.0 million.
2026 guidance: revenue growth of 4.5% to 7.5%, GAAP diluted EPS of $7.95 to $8.25, and non-GAAP diluted EPS of $12.60 to $12.90.
Share repurchases totaled $660.6 million in 2025, with $776.5 million remaining under the authorization as of December 31, 2025.
Kadant reported fourth-quarter 2025 revenue up 11% to a record $286.2 million, with GAAP EPS flat at $2.04. For fiscal 2025, revenue was $1.05 billion, roughly flat, while net income fell 9% to $102.0 million and GAAP EPS fell 9% to $8.65. The company expects 2026 revenue of $1.160 billion to $1.185 billion and GAAP EPS of $10.27 to $10.62.
Q4 2025 revenue of $286.2 million rose 11%, including an 8% contribution from acquisitions; Q4 net income was $24.0 million, and GAAP EPS was $2.04 in both periods.
Fiscal 2025 net income was $102.0 million, down 9%; adjusted EPS was $9.26, down 10%.
2026 guidance: revenue of $1.160 to $1.185 billion and GAAP EPS of $10.27 to $10.62; first-quarter 2026 revenue of $270 to $280 million.
Webcast to discuss results is scheduled for February 19, 2026, at 11:00 a.m. Eastern Time.
Oceaneering reported fourth-quarter 2025 revenue of $669 million, down 6% from a year earlier, and adjusted EBITDA of $90.5 million, down 11%. GAAP net income rose 217% to $178 million, but that increase reflects a discrete tax benefit. For the full year, revenue rose 5% to $2.8 billion and net income rose 140% to $354 million, and the company issued 2026 guidance for net income of $178 million to $203 million.
Q4 2025 adjusted EBITDA was $90.5 million, down 11%; Q4 revenue was $669 million, down 6%.
Q4 GAAP net income was $178 million, up 217%, which included a discrete tax benefit from releasing valuation allowances.
Full-year 2025 revenue was $2.8 billion, up 5%, and adjusted EBITDA was $401 million, up 16%.
2026 guidance: net income of $178 million to $203 million, consolidated EBITDA of $390 million to $440 million, and free cash flow of $100 million to $120 million.
American States Water reported fourth-quarter 2025 diluted EPS of $0.74, down $0.01 from $0.75 a year earlier, while full-year 2025 diluted EPS rose to $3.37 from $3.17. Fourth-quarter operating revenues rose to $164.3 million from $143.1 million, and the company said adjusted EPS, which excludes prior-year one-time items, increased $0.18 per share in the quarter.
Q4 2025 diluted EPS was $0.74 versus $0.75 in Q4 2024; excluding prior-year one-time items, adjusted EPS rose $0.18 per share.
Full-year 2025 diluted EPS was $3.37 versus $3.17 in 2024, an increase of $0.20 per share, or 6.3%.
Q4 2025 operating revenues were $164.3 million versus $143.1 million; full-year revenues were $658.1 million versus $595.5 million.
The company plans to invest $185 to $225 million in 2026 and declared a first-quarter 2026 dividend of $0.5040 per share, payable March 5, 2026.
Cheesecake Factory reported fourth-quarter fiscal 2025 revenue of $961.6 million, up from $921.0 million a year earlier, including $17.3 million of gift card breakage revenue. Net income fell to $28.8 million, or $0.60 per diluted share, from $41.2 million, or $0.83, and comparable restaurant sales declined 2.2%. The board also raised the quarterly dividend to $0.30 per share and increased the share repurchase authorization by 5.0 million shares to a total of 66.0 million.
Q4 revenue $961.6 million vs. $921.0 million a year earlier
Diluted EPS $0.60 vs. $0.83; adjusted diluted EPS $1.00 vs. $1.04 (non-GAAP)
Comparable restaurant sales declined 2.2% year over year
Dividend of $0.30 per share payable March 17, 2026; about 6.0 million shares remain under repurchase authorization
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.
CVR Energy reported a fourth-quarter 2025 net loss attributable to stockholders of $110 million, or $1.10 per diluted share, compared with net income of $28 million a year earlier. For full-year 2025, net income attributable to stockholders was $27 million, up from $7 million in 2024, but full-year net sales fell to $7.16 billion from $7.61 billion.
Q4 2025 net loss attributable to stockholders of $110 million, or $1.10 per diluted share, versus net income of $28 million, or 28 cents per share, in Q4 2024
Q4 2025 net loss included $62 million of accelerated depreciation tied to the December 2025 reversion of the Wynnewood Refinery Renewable Diesel Unit to hydrocarbon processing
Full-year 2025 net income attributable to stockholders of $27 million, or 27 cents per share, versus $7 million, or 6 cents, in 2024; full-year net sales were $7.16 billion versus $7.61 billion
Cash and cash equivalents were $511 million at December 31, 2025; the company prepaid $75 million of Term Loan principal in December 2025
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.
Occidental reported a fourth-quarter 2025 net loss attributable to common stockholders of $68 million, or $0.07 per diluted share, and adjusted income of $315 million, or $0.31 per diluted share, mainly reflecting charges and transaction costs tied to the OxyChem sale. Shareholders also got a dividend increase to $0.26 per share, and the company said it reduced debt by $5.8 billion after the OxyChem sale closed on January 2, 2026.
Q4 2025 net loss of $68 million ($0.07 per diluted share) versus reported income of $661 million ($0.65 per share) in Q3 2025
Q4 2025 adjusted income of $315 million ($0.31 per diluted share), down from $649 million ($0.64) in Q3 2025
Total company production of 1,481 Mboed, above the high end of guidance; operating cash flow of $2.6 billion
Quarterly dividend raised by more than 8% to $0.26 per share, payable April 15, 2026, to holders of record as of March 10, 2026
Coca-Cola Consolidated reported fourth quarter and fiscal 2025 results in a news release furnished as Exhibit 99.1. Fourth quarter net sales rose 9.0% to $1.9 billion and income from operations rose 10.7% to $242.1 million, but GAAP net income fell 23.3% to $137.3 million, mainly because of a prior-year benefit from a contingent consideration fair value adjustment. The company also said it repurchased all remaining shares owned by The Coca-Cola Company in the fourth quarter for approximately $2.4 billion.
Q4 2025 net sales were $1,904.2 million, up 9.0% from $1,746.5 million in Q4 2024; volume rose 4.6%.
Q4 2025 income from operations was $242.1 million, up 10.7%; gross margin fell 40 basis points to 39.6%.
Q4 2025 GAAP net income was $137.3 million versus $178.9 million, a decline of 23.3%; adjusted net income was $157.8 million versus $156.7 million.
Fiscal 2025 net sales were $7.2 billion, up 4.8%; fiscal 2025 GAAP net income was $570.6 million, down 9.9%.
Reliance reported fourth-quarter 2025 net sales of $3.5 billion, up 11.9% from a year earlier, with tons sold up 5.8%. Non-GAAP diluted EPS of $2.40 came in below management's $2.65 to $2.85 guidance range; the company said that normalizing for LIFO and tax impacts would have placed it within guidance at $2.65. Full-year 2025 diluted EPS fell 10.2% to $13.98, and the company guided first-quarter 2026 non-GAAP EPS to $4.50 to $4.70.
Q4 2025 net sales $3.5 billion, up 11.9% year over year; diluted EPS $2.22 versus $1.93 a year earlier
Q4 non-GAAP diluted EPS $2.40 versus management guidance of $2.65 to $2.85, including a $0.25 per share unfavorable LIFO and tax true-up
Full-year 2025 net sales $14.3 billion, up 3.3%; diluted EPS $13.98, down 10.2%
Q1 2026 non-GAAP EPS guidance $4.50 to $4.70; quarterly dividend of $1.25 per share payable March 20, 2026
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.
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
Grand Canyon Education reported fourth quarter 2025 service revenue of $308.1 million, up 5.3%, and diluted EPS of $3.14 versus $2.84 a year earlier. For full year 2025, net income fell 4.4% to $216.2 million, weighed down by a $35.0 million litigation settlement, and the company issued 2026 guidance with full-year diluted EPS of $9.55 to $10.16.
Q4 2025 service revenue $308.1 million, up 5.3%; operating income $108.1 million, up 8.1%
Q4 2025 diluted EPS $3.14 vs. $2.84; full-year diluted EPS $7.71 vs. $7.73
Full-year 2025 net income $216.2 million, down 4.4%, including a $35.0 million litigation settlement
2026 full-year service revenue guidance of $1,167.5 million to $1,189.0 million; diluted EPS $9.55 to $10.16
Avis Budget Group reported fourth quarter 2025 revenue of $2.7 billion, down 2% from a year earlier, and a net loss of $856 million, which includes a $518 million impairment and related charges on certain U.S. electric vehicle rental cars. The company's full-year 2025 net loss was $995 million, compared with $1,817 million in 2024, while full-year Adjusted EBITDA rose 19% to $748 million. The filing shows smaller losses than a year ago but lower revenue, and it provides no new financial guidance.
Q4 2025 revenue was $2.7 billion, down 2% from $2,710 million in Q4 2024.
Q4 2025 net loss was $856 million, versus $1,957 million in Q4 2024; the $518 million impairment and related charges reduced the carrying value of certain U.S. EV rental cars.
Full-year 2025 revenue was $11.7 billion, down 1% from $11,789 million, and full-year net loss was $995 million, versus $1,817 million in 2024.
Full-year 2025 Adjusted EBITDA was $748 million, up 19% from $628 million; Q4 Adjusted EBITDA was $5 million, compared with a loss of $101 million a year earlier.
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.
Sonic Automotive reported fourth-quarter 2025 revenue of $3.9 billion, down 1%, and net income of $46.9 million, down 20%, while full-year revenue rose 7% to a record $15.2 billion. Full-year net income fell 45% to $118.7 million, reflecting a $173.8 million non-cash impairment charge, and the board approved a $0.38 quarterly dividend payable April 15, 2026.
Q4 2025 diluted EPS was $1.36, down 19%; adjusted diluted EPS was $1.52, up 1%
Q4 gross profit was a record $598.7 million, up 4%
Full-year 2025 diluted EPS was $3.42, down 45%, including a $173.8 million second-quarter impairment charge
Quarterly dividend of $0.38 per share is payable April 15, 2026 to holders of record on March 13, 2026
Sabre reported fourth-quarter and full-year 2025 results and gave 2026 guidance. Q4 revenue rose 3% to $667 million, but operating income fell 54% to $21 million and the net loss widened to $103 million, while full-year net income reached $525 million, mainly due to the gain on the Hospitality Solutions sale. Sabre expects full-year 2026 pro forma Adjusted EBITDA of about $585 million.
Q4 2025 revenue rose 3% to $667 million, while operating income fell 54% to $21 million amid a restructuring charge and higher incentive expenses.
Full-year 2025 net income attributable to common stockholders was $525 million, versus a loss of $279 million in 2024, driven by the gain on sale of Hospitality Solutions.
2026 outlook: full-year pro forma Adjusted EBITDA of about $585 million and first-quarter pro forma Adjusted EBITDA of about $130 million, with mid-single digit revenue growth expected.
Roshan Mendis, Executive Vice President and Chief Commercial Officer, will depart in the second quarter of 2026; Shawn Williams becomes Chief Operating Officer effective February 19, 2026.
SolarEdge reported fourth-quarter 2025 revenue of $335.4 million, up 70% from a year earlier but down 1.4% from the prior quarter, and a GAAP net loss of $132.1 million, or $2.21 per share, which included a one-time, non-cash $70.5 million finance expense tied to the liquidation of its Korean business entity. For full-year 2025, revenue rose 31% to $1.18 billion and the GAAP net loss narrowed to $405.4 million from $1.81 billion in 2024. The company guided first-quarter 2026 revenue to $290 million to $320 million.
Q4 2025 GAAP net loss was $132.1 million, versus $50.1 million in the prior quarter; non-GAAP net loss was $8.2 million.
Full-year 2025 operating cash flow was $104.3 million and free cash flow was $76.9 million, compared with a $421.5 million free cash flow deficit in 2024.
Q1 2026 guidance: revenue of $290 million to $320 million, non-GAAP gross margin of 20% to 24%, and non-GAAP operating expenses of $88 million to $93 million.
Enpro reported fourth-quarter 2025 sales of $295.4 million, up 14.3%, and adjusted diluted earnings per share of $1.99, up 26.8%. A $67.2 million non-cash pension settlement loss turned the quarter to a GAAP net loss of $32.0 million, and the company introduced 2026 guidance calling for adjusted diluted EPS of $8.50 to $9.20.
Q4 2025 sales were $295.4 million, up 14.3%; GAAP diluted loss per share was $1.52 versus earnings of $0.66 a year earlier.
The $67.2 million pre-tax pension settlement loss followed the termination of Enpro's U.S. defined benefit pension plan.
Full-year 2025 adjusted diluted EPS was $7.91, up 13.6%; GAAP diluted EPS was $1.91 versus $3.45.
2026 guidance: revenue growth of 8% to 12%, adjusted EBITDA of $305 million to $320 million, and adjusted diluted EPS of $8.50 to $9.20.
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.
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.
OneSpaWorld reported fourth-quarter 2025 total revenues of $242.1 million, up 11%, and net income of $12.1 million, down 16%, after $5.7 million of restructuring and impairment charges. For fiscal 2025, revenues rose 7% to $961.0 million and net income fell 2% to $71.6 million. The company reaffirmed its fiscal 2026 guidance, introduced first-quarter 2026 guidance and declared a $0.05 quarterly dividend.
Q4 2025 total revenues rose 11% to $242.1 million and Adjusted EBITDA rose 17% to $31.2 million.
Q4 2025 net income fell 16% to $12.1 million, or $0.12 per diluted share, versus $0.14 a year earlier, including $5.7 million of restructuring and impairment charges.
Q1 2026 guidance: total revenues of $241 million to $246 million and Adjusted EBITDA of $30 million to $32 million; fiscal 2026 guidance reaffirmed.
Quarterly dividend of $0.05 per share payable March 25, 2026, to shareholders of record as of March 11, 2026.
OPENLANE reported fourth-quarter and full-year 2025 results and gave 2026 guidance. Revenue and income from continuing operations rose, but large Series A Preferred Stock dividends turned the quarterly result into a loss for common stockholders. The 2026 guidance projects net income of $130 million to $147 million and Adjusted EBITDA of $350 million to $370 million.
Q4 2025 total operating revenues were $494.3 million, up from $455.0 million a year earlier; income from continuing operations was $59.5 million versus $52.3 million.
Q4 2025 loss attributable to common stockholders was $188.0 million, or $1.77 per diluted share, after $247.5 million of Series A Preferred Stock dividends (including deemed dividends), versus $0.29 per diluted share in Q4 2024.
Full-year 2025 revenue was $1.9 billion, up 8%, and Adjusted EBITDA was $333 million, up 13%; the loss attributable to common stockholders was $0.96 per diluted share versus $0.45 in 2024.
2026 guidance: net income of $130 million to $147 million, Adjusted EBITDA of $350 million to $370 million, and diluted net income per share of $0.95 to $1.09; the company's Investor Day is on March 3, 2026.
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.
Cinemark Holdings reported fourth-quarter 2025 revenue of $776.3 million, down 4.7% from a year earlier, with net income attributable to the company falling to $34.1 million from $51.3 million. For full year 2025, revenue rose 2.1% to $3.1 billion, but net income attributable to the company fell to $138.2 million from $309.7 million, so shareholders saw higher sales alongside sharply lower earnings. The board also declared a quarterly dividend of $0.09 per share.
Q4 2025 diluted EPS was $0.16 versus $0.33 a year earlier; Q4 Adjusted EBITDA was $131.7 million versus $156.9 million.
FY 2025 diluted EPS was $1.04 versus $2.06 in FY 2024; FY Adjusted EBITDA was $577.9 million versus $590.2 million.
The company returned $315 million to shareholders through dividends and share repurchases in 2025 and reported $344.3 million in cash at year end.
Board declared a $0.09 per share quarterly dividend, payable March 17, 2026, to holders of record as of March 3, 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
Fresh Del Monte Produce Inc. (NYSE: FDP) reported fourth-quarter and full-year 2025 results on February 18, 2026. Fourth-quarter net sales rose to $1,019.5 million from $1,013.2 million, and diluted EPS was $0.67 versus $0.42, but full-year GAAP diluted EPS fell to $1.88 from $2.96 after $59.3 million of asset impairment and other charges, while adjusted full-year diluted EPS rose 22% to $3.68.
Q4 2025 net sales $1,019.5 million vs. $1,013.2 million in Q4 2024; Q4 diluted EPS $0.67 vs. $0.42
Full-year 2025 net sales $4,322.3 million vs. $4,280.2 million; GAAP diluted EPS $1.88 vs. $2.96
Full-year 2025 adjusted diluted EPS $3.68 vs. $3.01; Mann Packing divestiture completed in Q4 2025
Board declared quarterly dividend of $0.30 per share, payable March 27, 2026 to holders of record March 4, 2026
Innospec reported fourth quarter and full year 2025 results. Fourth quarter revenue fell 2% to $455.6 million, while GAAP net income rose to $47.4 million from a prior-year loss that included a UK pension settlement charge. Full-year revenue fell 4% to $1.78 billion and adjusted EBITDA fell 10% to $203.0 million, so the year's operating trend was weaker even though GAAP earnings improved.
Q4 GAAP net income of $47.4 million, or $1.91 per diluted share, versus a net loss of $70.4 million, or $2.80 per share, a year earlier
Q4 adjusted non-GAAP EPS of $1.50 versus $1.41 a year ago; full-year adjusted EPS of $5.27 versus $5.92 in 2024
Full-year adjusted EBITDA of $203.0 million, down 10% from $225.2 million; net cash of $292.5 million at December 31, 2025
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