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).
RingCentral reported fourth-quarter and full-year 2025 results on February 19, 2026, with total revenue up 5% in both periods and GAAP net income per diluted share of $0.26 for the quarter, compared with a loss of $0.08 a year earlier. The Board also initiated a quarterly cash dividend of $0.075 per share, payable March 16, 2026, and the company raised its share repurchase authorization to $500 million.
Q4 2025 total revenue was $644 million, up from $615 million; GAAP operating income was $42 million versus $16 million a year earlier.
Full-year 2025 total revenue was $2.515 billion, up from $2.400 billion; GAAP net income per diluted share was $0.48 versus a loss of $0.63 in 2024.
Quarterly dividend of $0.075 per share is payable March 16, 2026 to holders of record on March 9, 2026.
For fiscal 2026, guidance calls for total revenue growth of about 4% to 5% and non-GAAP EPS of $4.76 to $4.97.
Con Edison reported 2025 net income for common stock of $2,023 million, or $5.66 a share, up from $1,820 million, or $5.26 a share, in 2024, and adjusted EPS of $5.70 versus $5.40. Fourth-quarter results were lower than a year earlier, with adjusted EPS of $0.89 versus $0.98. The company expects 2026 adjusted EPS of $6.00 to $6.20 and a five-year adjusted EPS growth rate of 6% to 7%.
Full-year 2025 GAAP net income for common stock was $2,023 million, or $5.66 a share, compared with $1,820 million, or $5.26 a share, in 2024.
Full-year 2025 adjusted EPS was $5.70 versus $5.40; the CFO said this was at the top end of the company's guidance range.
Fourth-quarter 2025 GAAP net income was $297 million, or $0.82 a share, versus $310 million, or $0.90 a share, a year earlier.
For 2026, the company expects adjusted EPS of $6.00 to $6.20 and a five-year adjusted EPS growth rate of 6% to 7%.
Vicor reported fourth-quarter 2025 net income of $46.5 million, or $1.01 per diluted share, up from $10.2 million, or $0.23, a year earlier. The result included a $27.3 million tax benefit from the partial recognition of deferred tax assets. Product revenue rose 15.3% to $92.7 million, while royalty revenue fell 7.8% to $14.5 million.
Q4 product revenue was $92.7 million, up 15.3% from $80.4 million a year earlier.
Q4 royalty revenue was $14.5 million, down 7.8% year over year and down sequentially after a catch-up amount in Q3.
Full-year 2025 net income was $118.6 million, or $2.61 per diluted share, including a $24.0 million tax benefit.
Cash and cash equivalents were $402.8 million at December 31, 2025; Q4 backlog was $176.9 million.
Extra Space Storage reported fourth-quarter 2025 results on February 19, 2026. Net income per diluted share rose 9.7% to $1.36 and Core FFO per diluted share rose 2.5% to $2.08, while same-store revenue grew 0.4% and ending occupancy fell to 92.6% from 93.3%. The company also projected 2026 Core FFO of $8.05 to $8.35 per share, compared with full-year 2025 Core FFO of $8.21.
Q4 2025 net income of $1.36 per diluted share, up 9.7% from the prior-year quarter; FFO of $1.99 per diluted share.
Q4 2025 Core FFO of $2.08 per diluted share, up 2.5%; full-year 2025 Core FFO of $8.21, up 1.1%.
Same-store revenue rose 0.4% and same-store NOI rose 0.1% in Q4; ending same-store occupancy was 92.6% versus 93.3% a year earlier.
2026 guidance: Core FFO of $8.05 to $8.35 per share and same-store NOI growth of (2.25)% to 1.25%.
American Homes 4 Rent (AMH) reported fourth-quarter 2025 results on February 19, 2026. Rents and other single-family property revenues rose 4.2% to $455.0 million, and Core FFO per share rose 4.1% to $0.47, while net income attributable to common shareholders was roughly flat at $123.8 million, or $0.33 per diluted share. The company also raised its quarterly dividend 10% to $0.33 per share and guided 2026 Core FFO per share to $1.89 to $1.95.
Q4 2025 rents and other single-family property revenues rose 4.2% year-over-year to $455.0 million.
Net income attributable to common shareholders was $123.8 million, or $0.33 per diluted share, versus $123.2 million, or $0.33, a year earlier.
Core FFO attributable to common share and unit holders rose 4.1% to $0.47 per share for Q4 2025.
2026 Core FFO guidance is $1.89 to $1.95 per share, versus $1.87 for 2025; the board authorized a new $500.0 million common share repurchase program in February 2026.
CarGurus reported fourth-quarter and full-year 2025 results on February 19, 2026. Full-year revenue from continuing operations grew 14% to $907.0 million, and GAAP net income from continuing operations rose 53% to $196.7 million. The company also set 2026 guidance and announced a new $250.0 million share repurchase program.
Full-year 2025 revenue of $907.0 million, up 14%; GAAP net income from continuing operations of $196.7 million, up 53%
Fourth-quarter 2025 revenue of $241.1 million, up 15%; GAAP net income from continuing operations of $53.7 million, up 12%
2026 guidance: full-year revenue growth of 10% to 13%; first-quarter revenue of $240.5 million to $245.5 million
New $250.0 million share repurchase program for 2026, after about $350 million of shares repurchased in 2025
Universal Display reported fourth quarter 2025 revenue of $172.9 million, up from $162.3 million a year earlier, and net income of $66.3 million, or $1.39 per diluted share, versus $0.96 in the prior-year quarter. For full year 2025, revenue was $650.6 million and diluted EPS was $5.08, while the company guided 2026 revenue to $650 million to $700 million, with its results still subject to many variables.
Q4 2025 total revenue $172.9 million vs. $162.3 million in Q4 2024; net income $66.3 million vs. $46.0 million
Full year 2025 revenue $650.6 million vs. $647.7 million in 2024; diluted EPS $5.08 vs. $4.65
2026 revenue guidance: $650 million to $700 million
First quarter 2026 cash dividend of $0.50 per share, payable March 31, 2026 to holders of record on March 17, 2026
Five9 reported fourth-quarter and full-year 2025 results on February 19, 2026, with full-year revenue of $1,149.1 million, up 10%, and GAAP net income of $39.4 million, compared with a net loss of $12.8 million in 2024. The company also guided to full-year 2026 revenue of $1.247 billion to $1.261 billion and first-quarter 2026 revenue of $296.5 million to $302.5 million, which gives shareholders a company-issued outlook for the year ahead.
Q4 2025 revenue rose 8% to $300.3 million; GAAP diluted EPS was $0.23 versus $0.13, and non-GAAP diluted EPS was $0.80 versus $0.79.
Full-year 2025 GAAP diluted EPS was $0.45, compared with a loss of $0.17 per share in 2024; non-GAAP diluted EPS was $2.96 versus $2.47.
2026 guidance: full-year revenue of $1.247 billion to $1.261 billion and non-GAAP EPS of $3.15 to $3.21; Q1 2026 revenue of $296.5 million to $302.5 million.
The 2026 Annual Meeting of Stockholders will be held virtually on May 20, 2026, with a record date of March 24, 2026.
Alarm.com reported fourth quarter 2025 total revenue of $261.7 million, up 8.0%, and GAAP net income attributable to common stockholders of $0.66 per diluted share, up from $0.56 a year earlier. For full year 2026, the company guided to total revenue of $1.0580 billion to $1.0650 billion, compared with $1.0112 billion in 2025, and non-GAAP adjusted net income of $2.78 to $2.79 per diluted share. Cash flow from operations fell to $153.3 million in 2025 from $206.4 million in 2024.
Q4 2025 total revenue $261.7 million, up 8.0% from $242.2 million; SaaS and license revenue $180.2 million, up 8.8%
Q4 2025 GAAP net income attributable to common stockholders $34.7 million, or $0.66 per diluted share, versus $0.56 a year earlier
FY2026 guidance: total revenue $1.0580 billion to $1.0650 billion; non-GAAP adjusted EBITDA $213.0 million to $215.0 million
2025 cash flow from operations $153.3 million, down from $206.4 million in 2024; cash and equivalents $960.6 million at December 31, 2025
Comfort Systems USA reported fourth-quarter 2025 net income of $330.8 million, or $9.37 per diluted share, up from $145.9 million, or $4.09, a year earlier, on revenue of $2.65 billion. Backlog stood at $11.94 billion at year-end, and the board declared a quarterly dividend of $0.70 per share, a $0.10 increase, which raises the cash payout to shareholders.
Q4 2025 net income $330.8 million, or $9.37 per diluted share, versus $145.9 million, or $4.09, in Q4 2024.
Q4 2025 revenue $2.65 billion versus $1.87 billion a year earlier; backlog $11.94 billion at December 31, 2025, versus $9.38 billion at September 30, 2025.
Full-year 2025 net income $1.02 billion, or $28.88 per diluted share, versus $522.4 million, or $14.60, in 2024; the tax provision includes a $0.25 per share benefit from interest on a prior-year tax refund.
Quarterly dividend of $0.70 per share, up from $0.60, payable March 17, 2026, to holders of record on March 6, 2026.
Perdoceo Education reported fourth-quarter and full-year 2025 results that showed higher revenue, operating income and earnings per diluted share than in 2024, and gave a 2026 outlook for adjusted earnings per diluted share of $2.97 to $3.12, compared with $2.61 for 2025. For shareholders, the filing shows growth in both periods and a forecast for further adjusted earnings growth in 2026, while the company also declared a $0.15 quarterly dividend.
Q4 2025 revenue rose 20.0% to $211.6 million; GAAP earnings per diluted share were $0.54 versus $0.47 a year earlier.
Full-year 2025 revenue rose 24.2% to $846.1 million; GAAP earnings per diluted share were $2.42 versus $2.19.
2026 full-year outlook: GAAP earnings per diluted share of $2.78 to $2.93 and adjusted earnings per diluted share of $2.97 to $3.12.
Board declared a $0.15 quarterly dividend on February 19, 2026, and approved a new $100.0 million buyback program on January 2, 2026.
Old National Bancorp raised its quarterly common stock dividend 3.6% to $0.145 per share and approved a share repurchase program of up to $400 million, replacing a $200 million program. The company also disclosed that four directors will retire at the May 13, 2026 annual meeting, and the board will shrink from 16 to 12 members. For shareholders, the filing points to higher cash returns, though the company says the buyback does not commit it to repurchase any shares.
Quarterly common dividend increased 3.6% to $0.145 per share, payable March 16, 2026, to holders of record as of March 5, 2026.
Share repurchase authorization of up to $400 million replaces the prior $200 million program, which was set to expire February 28, 2026; the new program runs until February 28, 2027.
Quarterly dividend of $17.50 per share declared on Series A and Series C preferred stock, payable May 20, 2026.
Directors Austin M. Ramirez, Ellen A. Rudnick, Rebecca S. Skillman and Stephen C. Van Arsdell will retire at the 2026 annual meeting on May 13, 2026; board size reduced from 16 to 12.
GATX reported fourth-quarter 2025 net income of $97.0 million, or $2.66 per diluted share, up from $76.5 million, or $2.10, a year earlier. Full-year net income was $333.3 million, or $9.12 per diluted share, compared with $284.2 million, or $7.78 in 2024. The board raised the quarterly dividend 8.2% to $0.66 per share and approved a new $300 million share repurchase authorization, and the company gave 2026 guidance of $9.50 to $10.10 per diluted share.
Q4 2025 net income $97.0 million, or $2.66 per diluted share, vs. $76.5 million, or $2.10, in Q4 2024
Full-year 2025 net income $333.3 million, or $9.12 per diluted share, vs. $284.2 million, or $7.78, in 2024
2026 earnings guidance of $9.50 to $10.10 per diluted share, including $0.20 to $0.30 from the Wells Fargo transaction
Quarterly dividend of $0.66 per share payable March 31, 2026, to holders of record March 2, 2026; new $300 million buyback authorization
IDACORP reported fourth-quarter 2025 net income of $43.6 million, or $0.78 per diluted share, up from $37.9 million, or $0.70, a year earlier. For the full year, net income rose to $323.5 million, or $5.90 per diluted share, from $289.2 million, or $5.50 in 2024, and the company initiated 2026 earnings guidance of $6.25 to $6.45 per diluted share.
Q4 2025 net income was $43.6 million, or $0.78 per diluted share, versus $37.9 million, or $0.70, in Q4 2024.
Full-year 2025 net income was $323.5 million, or $5.90 per diluted share, versus $289.2 million, or $5.50, in 2024.
2026 guidance is $6.25 to $6.45 per diluted share, assuming normal weather and power supply expenses; Idaho Power capital expenditures are estimated at $1.3 billion to $1.5 billion.
Brady Corporation reported fiscal 2026 second-quarter sales of $384.1 million, up 7.7% from $356.7 million a year earlier, and diluted EPS of $1.01 versus $0.83. It also raised the low end of its full-year fiscal 2026 EPS guidance, which matters to shareholders because the company now expects a narrower range on both GAAP and adjusted diluted EPS.
Q2 sales rose 7.7% to $384.1 million, with organic growth of 1.6%, acquisitions adding 2.3%, and currency adding 3.8%.
Adjusted diluted EPS rose 9.0% to $1.09 from $1.00; GAAP diluted EPS was $1.01 versus $0.83.
Adjusted diluted EPS guidance for the year ending July 31, 2026 is now $4.95 to $5.15, up from $4.90 to $5.15; GAAP guidance is now $4.62 to $4.82, up from $4.57 to $4.82.
Quanta Services reported fourth-quarter and full-year 2025 results that rose from the prior year, with fourth-quarter revenue of $7.84 billion versus $6.55 billion and adjusted diluted EPS of $3.16 versus $2.94. The company also issued full-year 2026 guidance calling for revenue of $33.25 billion to $33.75 billion and adjusted diluted EPS of $12.65 to $13.35, and completed three acquisitions in the fourth quarter for about $1.73 billion in upfront consideration.
Q4 2025 revenue was $7.84 billion, up from $6.55 billion in Q4 2024; GAAP diluted EPS was $2.08 versus $2.03.
Full-year 2025 revenue was $28.48 billion, up from $23.67 billion; GAAP diluted EPS was $6.80 versus $6.03.
2026 guidance: revenue of $33.25 billion to $33.75 billion; GAAP diluted EPS of $8.36 to $9.06; adjusted diluted EPS of $12.65 to $13.35.
Acquisitions Tri-City, Wilson and Billings had upfront consideration of about $1.73 billion, of which about $1.54 billion was cash funded through commercial paper.
DT Midstream reported full-year 2025 net income of $441 million, or $4.30 per diluted share, up from $354 million, or $3.60, in 2024. The company also issued 2026 Adjusted EBITDA guidance of $1.155 billion to $1.225 billion and raised its quarterly dividend 7% to $0.88 per share. For shareholders, higher annual earnings and a larger dividend are offset only slightly by fourth-quarter net income of $111 million, below $115 million in the third quarter.
Full-year 2025 net income was $441 million, or $4.30 per diluted share, compared with $354 million, or $3.60, in 2024
Fourth-quarter 2025 net income was $111 million, or $1.08 per diluted share, compared with $115 million, or $1.13, in the third quarter
2026 Adjusted EBITDA guidance is $1.155 billion to $1.225 billion; 2027 early outlook is $1.225 billion to $1.295 billion
Quarterly dividend increased 7% to $0.88 per share, payable April 15, 2026, to stockholders of record on March 16, 2026
TechnipFMC reported fourth-quarter 2025 revenue of $2.5 billion, up 6.3% from a year earlier, with diluted earnings per share of $0.59 versus $0.52 a year earlier. Results fell from the third quarter, with revenue down 4.9% and diluted EPS down from $0.75, and the company raised its 2026 Subsea revenue and adjusted EBITDA margin guidance.
Q4 2025 revenue was $2,517.0 million, up 6.3% year over year and down 4.9% from the third quarter
Q4 diluted EPS was $0.59 (GAAP) and $0.70 (adjusted), versus $0.52 in Q4 2024; net income was $242.7 million
Subsea 2026 revenue guidance raised to $9.2-9.6 billion from $9.1-9.5 billion; adjusted EBITDA margin guidance raised to 21-22% from 20.5-22%
Full-year 2025 revenue was $9.9 billion, up 9.4%; 2026 free cash flow guidance is $1.3-1.45 billion
Targa Resources reported record fourth-quarter and full-year 2025 results, with full-year net income attributable to the company rising to $1,923 million from $1,312 million. The company estimates 2026 adjusted EBITDA of $5.4 billion to $5.6 billion and intends to recommend a 25% increase in its common dividend to $5.00 per share annualized.
Full-year 2025 net income attributable to Targa was $1,923 million, up from $1,312 million in 2024; adjusted EBITDA was $4,957 million, up 20%.
Fourth-quarter 2025 net income attributable to Targa was $545 million, up from $351 million; adjusted EBITDA was $1,341 million, up from $1,122 million.
Estimates 2026 adjusted EBITDA of $5.4 billion to $5.6 billion and net growth capital expenditures of approximately $4.5 billion.
Intends to recommend a quarterly common dividend of $1.25 per share ($5.00 annualized) for the first quarter of 2026, payable in May 2026.
CenterPoint Energy reported fourth-quarter and full-year 2025 results, with non-GAAP earnings per diluted share rising to $0.45 in the quarter from $0.40 a year earlier and to $1.76 for the full year from $1.62. The company reiterated its 2026 non-GAAP EPS guidance and raised its 10-year capital investment plan by $500 million to $65.5 billion, which matters to shareholders because it sets the earnings outlook and the scale of planned spending.
Q4 2025 GAAP net income was $264 million, or $0.40 per diluted share, versus $0.38 in Q4 2024; non-GAAP EPS was $0.45 versus $0.40.
Full-year 2025 non-GAAP EPS was $1.76, up 9% from $1.62 in 2024; GAAP EPS was $1.60 versus $1.58.
2026 non-GAAP EPS guidance is reiterated at at least the midpoint of $1.89-$1.91, which the company says would be 8% growth over 2025.
10-year capital plan raised by $500 million to $65.5 billion of planned investment for 2026 through 2035, including electric transmission.
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.