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).
Ovintiv reported full-year 2025 net earnings of $1.2 billion, or $4.78 per diluted share, up from $1.125 billion, or $4.21 per diluted share, in 2024. The company also authorized a share buyback program totaling $3.0 billion and said 2026 shareholder returns will be at least 75% of full-year Non-GAAP Free Cash Flow, which increases the share of cash returned to shareholders.
Full-year 2025 net earnings of $1.2 billion ($4.78 per diluted share), compared with $1.1 billion ($4.21) in 2024
Fourth-quarter 2025 net earnings of $946 million ($3.70 per diluted share)
Board authorized a share buyback program totaling $3.0 billion; buybacks expected to begin immediately
Quarterly dividend of $0.30 per share, payable March 31, 2026, to holders of record on March 13, 2026
BWX Technologies reported fourth-quarter 2025 revenue of $885.8 million, up 19% from a year earlier, and GAAP diluted EPS of $1.01 versus $0.77. Fourth-quarter operating income was roughly flat at $92.1 million, and free cash flow fell to $56.8 million from $224.4 million. The company also initiated 2026 guidance for non-GAAP EPS of $4.55-$4.70, compared with $4.01 reported for 2025.
Q4 2025 revenue was $885.8 million, up from $746.3 million; GAAP diluted EPS was $1.01 versus $0.77.
Full year 2025 revenue was $3,198.4 million, up 18%, and net income was $329.9 million; backlog ended the year at $7.3 billion, up 50%.
2026 guidance: non-GAAP EPS of $4.55-$4.70, adjusted EBITDA of $645 million-$660 million, free cash flow of $305 million-$320 million, and revenue of about $3.75 billion.
Board declared a quarterly dividend of $0.27 per share payable March 27, 2026, to holders of record on March 11, 2026.
Kratos reported fourth-quarter 2025 revenue of $345.1 million, up from $283.1 million a year earlier, and GAAP net income of $5.9 million, or $0.03 per share, versus $3.9 million. The company also issued its first 2026 base case guidance, with revenue of $1.595 billion to $1.675 billion and adjusted EBITDA of $157.0 million to $167.0 million, including the recently closed Nomad acquisition. Free cash flow used in operations was $125.4 million for full year 2025, which shareholders may weigh against the revenue growth.
Q4 2025 revenue $345.1 million, up 21.9% from $283.1 million; organic growth 20.0%
Q4 2025 GAAP net income $5.9 million ($0.03 per share) vs. $3.9 million; adjusted EPS $0.18 vs. $0.13
Full year 2025 revenue $1.347 billion; net income $22.0 million; free cash flow used $125.4 million
2026 base case guidance: revenue $1.595 billion to $1.675 billion; adjusted EBITDA $157.0 million to $167.0 million
Boston Scientific expanded its board from ten to twelve members and appointed Catherine R. Smith and Christophe P. Weber as directors, effective February 18, 2026. The board also approved a $4.0 billion increase to its stock repurchase authorization, bringing the total available to $5.0 billion, all of which remained available as of the filing date.
Board increased from ten to twelve members on February 18, 2026; Catherine R. Smith and Christophe P. Weber appointed directors effective that date.
Smith joins the Audit and Nominating and Governance committees; Weber joins the Executive Compensation and Human Resources and Risk, Science and Technology committees, effective February 23, 2026.
On February 18, 2026, the board approved an additional $4.0 billion repurchase authorization, for a total of $5.0 billion.
Each new director will receive prorated annual compensation, including a cash retainer of about $24,663 and an equity award of about $42,420, with shares granted March 2, 2026.
ONEOK reported full-year 2025 net income attributable to ONEOK of $3.39 billion, up 12%, and adjusted EBITDA of $8.02 billion, up 18%. The company also issued 2026 guidance with a diluted EPS midpoint of $5.45, compared with $5.42 for 2025, and fourth-quarter 2025 net income slipped to $978 million from $1.00 billion.
Full-year 2025 diluted EPS was $5.42, versus $5.17 in 2024; fourth-quarter diluted EPS was $1.55, versus $1.57 a year earlier.
2026 guidance midpoints: net income $3.45 billion, diluted EPS $5.45 (range $5.04 to $5.87) and adjusted EBITDA $8.1 billion.
Total 2026 capital expenditures are expected to range from $2.7 billion to $3.2 billion.
In January 2026, ONEOK raised its quarterly dividend 4% to $1.07 per share.
Martin Marietta completed its asset exchange with Quikrete Holdings on February 23, 2026. It acquired aggregates operations producing about 20 million tons annually in Virginia, Missouri, Kansas and Vancouver, British Columbia, plus $450 million in cash, and gave up its Midlothian cement plant, related cement terminals, Texas ready-mixed concrete assets and certain nonoperating land. The company also updated its 2026 guidance to include the transaction, with midpoint revenue of $7,160 million and adjusted EBITDA from continuing operations of $2,430 million.
Martin Marietta received aggregates operations producing about 20 million tons annually plus $450 million in cash.
Martin Marietta transferred its Midlothian cement plant, related cement terminals, Texas ready-mixed concrete assets and certain nonoperating land.
Updated 2026 guidance midpoint: revenues $7,160 million, adjusted EBITDA from continuing operations $2,430 million, capital expenditures $575 million.
Guidance includes aggregates shipment volume growth of 12.0% (2.0% organic) and average selling price growth of 2.5% (5.0% organic).
Addus HomeCare reported fourth quarter 2025 net service revenues of $373.1 million, up 25.6% from a year earlier, and net income of $29.8 million, or $1.61 per diluted share, versus $1.07 a year earlier. For the full year, revenue rose 23.2% to $1.42 billion and net income per diluted share was $5.22 compared with $4.23.
Q4 2025 net income per diluted share was $1.61 versus $1.07 in Q4 2024; adjusted EPS was $1.77 versus $1.38.
Full-year 2025 net service revenues were $1.42 billion, up 23.2%, and adjusted EBITDA was $180.0 million, up 28.3%.
Cash at December 31, 2025 was $81.6 million and bank debt was $124.3 million; the company paid down debt in 2025 and completed three acquisitions.
Texas personal care rate increase of 9.9% took effect September 1, 2025; Illinois announced a 3.9% increase starting January 1, 2026.
Keysight reported first-quarter fiscal 2026 revenue of $1.60 billion, up from $1.30 billion a year earlier, and GAAP net income of $281 million, or $1.63 per diluted share, versus $0.97 a year ago. The company also gave an outlook for second-quarter revenue of $1.690 billion to $1.710 billion and non-GAAP earnings per share of $2.27 to $2.33, which excludes any effect from the February 20, 2026 Supreme Court ruling on IEEPA tariffs.
Revenue was $1.60 billion versus $1.30 billion in the first quarter of 2025; Communications Solutions Group revenue rose 27% to $1,124 million.
GAAP net income was $281 million, or $1.63 per diluted share, versus $169 million, or $0.97, a year earlier; non-GAAP net income was $376 million, or $2.17 per share, versus $1.82.
Second-quarter fiscal 2026 outlook calls for revenue of $1.690 billion to $1.710 billion and non-GAAP EPS of $2.27 to $2.33 on about 173 million diluted shares.
V2X reported fourth-quarter and full-year 2025 results and established full-year 2026 guidance. Revenue and adjusted diluted EPS rose, while fourth-quarter GAAP net income and diluted EPS fell from a year earlier.
Q4 2025 revenue of $1.22 billion, up 5% year-over-year; Q4 net income was $22.8 million versus $25.0 million a year earlier
Q4 adjusted diluted EPS of $1.56, up 17% year-over-year; GAAP diluted EPS was $0.72 versus $0.78
Full-year 2025 revenue of $4.48 billion, up 4%; net income of $77.9 million versus $34.7 million in 2024
2026 guidance: revenue of $4.675 billion to $4.825 billion and adjusted diluted EPS of $5.50 to $5.90
Dominion Energy reported fourth-quarter 2025 GAAP net income of $567 million ($0.65 per share), up from $134 million ($0.14 per share) a year earlier, and operating earnings of $593 million ($0.68 per share) versus $504 million ($0.58 per share). The company set 2026 operating earnings guidance of $3.45 to $3.69 per share and extended its 5% to 7% long-term annual operating EPS growth target through 2030, which gives shareholders a higher earnings base and a forward outlook.
Q4 2025 GAAP net income was $567 million ($0.65 per share), versus $134 million ($0.14 per share) in Q4 2024.
Full-year 2025 GAAP EPS was $3.45 versus $2.33; operating EPS was $3.42 versus $2.77.
Q4 2025 operating revenue was $4,093 million, compared with $3,400 million in Q4 2024.
2026 operating EPS guidance is $3.45 to $3.69, midpoint $3.57, including $0.07 per share of RNG 45Z income.
Freshpet reported fourth-quarter and full-year 2025 results, with net sales up 8.6% in the quarter and 13.0% for the year, and net income well above the prior year. The company also issued 2026 guidance calling for net sales growth of 7% to 10% and Adjusted EBITDA of $205 million to $215 million, compared with Adjusted EBITDA of $195.7 million in 2025.
Q4 2025 net sales were $285.2 million, up 8.6%, with diluted EPS of $0.64 versus $0.36 a year earlier.
Full-year 2025 net sales were $1,102.0 million, up 13.0%, and free cash flow was $12.4 million, compared with negative $32.8 million in 2024.
Full-year 2025 net income of $139.1 million included a $68.4 million income tax benefit from the release of a valuation allowance.
2026 guidance: net sales growth of 7% to 10%, Adjusted EBITDA of $205 million to $215 million, and capital expenditures of about $150 million.
Domino's Pizza reported fourth-quarter 2025 revenue of $1,535.7 million, up 6.4%, and diluted earnings per share of $5.35, up 9.4% from $4.89 a year earlier. For fiscal 2025, diluted EPS was $17.57 and free cash flow was $671.5 million, and the board raised the quarterly dividend 15% to $1.99 per share.
Q4 2025 income from operations rose 8.0% to $295.7 million; fiscal 2025 income from operations rose 8.5% to $954.0 million
U.S. Company-owned store gross margin fell 5.4 percentage points to 10.1%, which the company attributed mainly to higher insurance costs, higher labor rates and higher food basket pricing
Fiscal 2025 free cash flow rose 31.2% to $671.5 million; the company repurchased $354.7 million of stock during 2025, with $459.7 million remaining authorized
Board approved a $1.99 per share quarterly dividend, payable March 30, 2026 to shareholders of record as of March 13, 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.