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).
Avista Corp. reported 2025 net income based on GAAP of $193 million, or $2.38 per diluted share, up from $180 million, or $2.29, in 2024, and non-GAAP utility earnings of $207 million, or $2.55 per diluted share, up from $187 million, or $2.38. It initiated 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share, which reflects a $0.12 decrease from a large industrial customer's notice that it will return to procuring power independently sooner than expected. The company also said a late-December Washington order on its exit from Colstrip negatively affected 2025 utility earnings.
Full-year 2025 non-GAAP utility earnings were $207 million, or $2.55 per diluted share, versus $187 million, or $2.38, in 2024.
Full-year 2025 GAAP net income was $193 million, or $2.38 per diluted share, versus $180 million, or $2.29, in 2024.
Fourth-quarter 2025 non-GAAP utility earnings were $72 million, or $0.88 per diluted share, versus $0.89 in the fourth quarter of 2024.
2026 non-GAAP utility earnings guidance is $2.52 to $2.72 per diluted share, reflecting a $0.12 decrease from a large industrial customer's departure.
Talos Energy reported a fourth-quarter 2025 net loss attributable to the company of $202.6 million, or $1.19 per diluted share, on total revenues of $392.2 million. The loss includes a $170.4 million non-cash ceiling test impairment, which the company says does not affect cash flows. The company also issued 2026 guidance calling for production of 85 to 90 thousand barrels of oil equivalent per day and capital expenditures of $500 million to $550 million.
Q4 2025 total revenues were $392.2 million; net loss was $202.6 million, or $1.19 per diluted share
Adjusted net loss was $76.5 million, or $0.44 per diluted share, for the quarter
Full-year 2025 net loss was $494.3 million, or $2.82 per diluted share; full-year revenues were $1,780.1 million
2026 guidance: production of 85 to 90 MBoe/d and capital expenditures of $500 million to $550 million
UFP Technologies disclosed a material cybersecurity incident after detecting suspicious activity in its IT systems on or about February 14, 2026. The company says the attacker has been removed, access has been restored in all material respects, and operations have continued in all material respects, though some data appears to have been stolen or destroyed and the investigation into personal information is ongoing. The company expects a significant portion of direct response costs to be reimbursed by insurance and does not believe the incident is reasonably likely to materially affect its financial condition or results of operations.
Suspicious activity detected on or about February 14, 2026; affected billing and label making for customer deliveries
Company says the third party has been removed and access restored in all material respects
Certain company data appears stolen or destroyed; investigation into personal information and required notifications is ongoing
Company expects a significant portion of direct response costs to be covered by insurance recoveries
Solaris reported fourth quarter 2025 revenue of $180 million, up 8% from the third quarter, and a net loss of $4 million, or $(0.04) per diluted Class A share, which included a $41 million loss on debt extinguishment. The company raised its first quarter 2026 Adjusted EBITDA guidance to $72-77 million and set second quarter guidance at $76-84 million. For shareholders, higher revenue and raised guidance are offset by a GAAP net loss driven by the debt charge.
Fourth quarter 2025 revenue of $180 million, up 8% sequentially and up from $96 million in fourth quarter 2024.
Net loss of $4 million, or $(0.04) per diluted Class A share, including a $41 million loss on extinguishment of the Term Loan.
Adjusted pro forma earnings of $0.35 per fully diluted share, compared with $0.12 a year earlier.
First quarter 2026 Adjusted EBITDA guidance raised to $72-77 million from $70-75 million; second quarter guidance set at $76-84 million.
HP reported fiscal 2026 first-quarter results for the period ended January 31, 2026, with net revenue of $14.4 billion, up 6.9% from a year earlier, and non-GAAP diluted EPS of $0.81, up from $0.74. GAAP diluted EPS fell slightly to $0.58 from $0.59. HP kept its annual guidance but said it currently expects results closer to the low end of the range for GAAP EPS, non-GAAP EPS and free cash flow, citing rising memory costs.
Net revenue was $14.4 billion, up 6.9% (5.2% in constant currency) from $13.5 billion a year earlier.
GAAP diluted EPS was $0.58 versus $0.59; non-GAAP diluted EPS was $0.81 versus $0.74.
Fiscal 2026 guidance is maintained at non-GAAP diluted EPS of $2.90 to $3.20 and free cash flow of $2.8 to $3.0 billion, with results expected at the lower end.
Second-quarter non-GAAP diluted EPS is estimated at $0.70 to $0.76.
EOG Resources reported fourth quarter 2025 results on February 24, 2026, with revenue of $5,638 million, up from $5,585 million a year earlier. Net income fell to $701 million, or $1.30 per diluted share, from $1,251 million, or $2.23, in the fourth quarter of 2024, largely because impairments rose to $689 million. The filing also references first quarter and full year 2026 forecasts, but the figures for those forecasts are not in the text provided.
Q4 2025 revenue was $5,638 million versus $5,585 million in Q4 2024.
Q4 2025 net income was $701 million ($1.30 diluted EPS) versus $1,251 million ($2.23) in Q4 2024.
Q4 2025 impairments were $689 million versus $276 million in Q4 2024; excluding certain impairments, adjusted net income was $1,222 million ($2.27 per share), a non-GAAP measure.
Full year 2025 net income was $4,980 million ($9.12 per diluted share) versus $6,403 million ($11.25) in 2024.
Axon reported fourth-quarter 2025 revenue of $797 million, up 39% year over year, and set 2026 guidance of 27% to 30% revenue growth. GAAP net income fell to $3 million from $135 million a year earlier, with an operating loss of $50 million, while non-GAAP net income rose to $178 million.
Q4 2025 revenue of $797 million, up 39% year over year; Software & Services revenue of $343 million, up 40%
Operating loss of $50 million; net income of $3 million, or $0.03 per diluted share, versus $135 million a year earlier
Non-GAAP net income of $178 million, or $2.15 per diluted share, versus $168 million a year earlier
2026 outlook of 27% to 30% revenue growth and 25.5% Adjusted EBITDA margin; new 2028 target of $6 billion in annual revenue
Mosaic reported a fourth-quarter 2025 net loss of $519 million, compared with net income of $169 million a year earlier, and cited $422 million in pre-tax notable items. For full year 2025, net income rose to $541 million from $175 million and adjusted EBITDA reached $2.4 billion, up 10 percent, though the company's 2026 phosphate and potash outlook was given without a change to prior guidance figures in the filing.
Q4 2025 net loss of $519 million, or diluted EPS of $(1.64), versus net income of $169 million in Q4 2024
Full-year 2025 net income of $541 million and diluted EPS of $1.70; adjusted EBITDA of $2.4 billion, up 10 percent
Q4 2025 adjusted EBITDA of $505 million, down from $594 million; net sales of $3.0 billion versus $2.8 billion
2026 outlook includes capital expenditures of approximately $1.5 billion and potash production of approximately 9 million tonnes
Resideo Technologies reported fourth-quarter and full-year 2025 results and gave a 2026 outlook. The full-year GAAP net loss of $527 million, driven by the expense of terminating the Indemnification Agreement with Honeywell, reversed a $116 million profit in 2024, while net revenue and Adjusted EBITDA rose. Shareholders face a large 2025 loss but a 2026 outlook calling for higher revenue and Adjusted EPS than 2025.
Full-year 2025 net loss of $527 million, compared with net income of $116 million in 2024, driven by the Indemnification Agreement termination expense; diluted loss per share was $3.77.
Full-year 2025 net revenue of $7.47 billion, up 11%, and Adjusted EBITDA of $833 million, up 20%.
Fourth-quarter 2025 net income of $136 million versus $23 million a year earlier; Adjusted EPS was $0.50 versus $0.59.
2026 outlook: net revenue of $7.8 billion to $7.9 billion and Adjusted EPS of $3.00 to $3.20, compared with 2025 Adjusted EPS of $2.68.
Verra Mobility reported fourth quarter 2025 revenue up 16% to $257.9 million and full year revenue up 11% to $979.1 million, with full year net income of $136.6 million versus $31.4 million in 2024. Fourth quarter Adjusted EPS fell to $0.30 from $0.33, and Adjusted EBITDA margin fell to 39% from 46%, while the company guided 2026 Adjusted EBITDA of $405 million to $415 million, compared with $415.9 million in 2025.
Q4 2025 revenue was $257.9 million, up 16% from $221.5 million; Q4 net income was $18.9 million, or $0.12 per share, versus a net loss of $66.7 million in Q4 2024, which included a goodwill impairment
Full year 2025 Adjusted EPS was $1.32, up from $1.23 in 2024; Q4 Adjusted EBITDA was $101.8 million versus $102.0 million a year earlier
2026 guidance: total revenue of $1,020 million to $1,030 million, Adjusted EBITDA of $405 million to $415 million, Adjusted EPS of $1.32 to $1.38, and Free Cash Flow of $150 million to $160 million
A new five-year New York City Department of Transportation contract, effective January 1, 2026, has a total value of $998 million; the company repurchased $133.4 million of its shares in Q4 2025
Supernus reported fourth-quarter and full-year 2025 results and issued 2026 guidance in a press release furnished as Exhibit 99.1. Revenue grew, but the company swung to a net loss, driven mainly by higher selling, general and administrative expenses, including about $72.9 million of Sage acquisition-related costs in 2025. The 2026 outlook projects total revenues of $840 million to $870 million and GAAP operating earnings of $0 to $30 million.
Q4 2025 total revenues were $211.6 million, up 21% from $174.2 million; full-year 2025 revenues were $719.0 million, up 9%.
Q4 2025 net loss was $4.1 million, or $0.07 per diluted share, versus net earnings of $15.3 million, or $0.27, a year earlier; full-year net loss was $38.6 million, or $0.68 per share.
2026 guidance: total revenues of $840 million to $870 million, GAAP operating earnings of $0 to $30 million, and adjusted operating earnings (non-GAAP) of $140 million to $170 million.
ONAPGO new patient initiation resumed in the first quarter of 2026; Q4 2025 ONAPGO net sales were $8.9 million.
Cytokinetics reported fourth quarter and full year 2025 results and gave 2026 guidance, while its MYQORZO heart drug launches in the U.S. Revenue rose from a year earlier, but the net loss widened sharply as the company built out its commercial operations. The company's 2026 GAAP combined R&D and SG&A expense guidance of $830 million to $870 million signals continued heavy spending.
Q4 2025 total revenues were $17.8 million, up from $16.9 million in Q4 2024; full year 2025 revenues were $88.0 million, up from $18.5 million.
Q4 2025 net loss was $183.0 million, or $(1.50) per share, versus a $150.0 million loss, or $(1.26) per share, a year earlier; full year net loss was $785.0 million, or $(6.54) per share, versus $589.5 million, or $(5.26) per share, in 2024
Cash, cash equivalents and investments were approximately $1.22 billion at December 31, 2025, including $100 million from a Royalty Pharma loan tranche.
2026 GAAP combined R&D and SG&A expense guidance is $830 million to $870 million.
CAVA Group reported fiscal fourth-quarter 2025 revenue of $272.8 million, up 21.2%, and net income of $4.9 million, down from $78.6 million a year earlier. That prior-year figure included an $80.1 million tax benefit from releasing a valuation allowance, and adjusted net income fell to $4.9 million from $6.5 million, while adjusted EBITDA rose 2.6% to $25.8 million. The company also gave fiscal 2026 guidance for adjusted EBITDA of $176.0 million to $184.0 million.
Q4 2025 CAVA revenue rose 21.2% to $272.8 million; same restaurant sales increased 0.5%.
Q4 2025 CAVA restaurant-level profit margin was 21.4%, down 100 basis points from 22.4% a year earlier.
Full-year 2025 revenue was $1,169.3 million, up 22.5%; adjusted net income rose 26.9% to $63.7 million.
Fiscal 2026 guidance includes adjusted EBITDA of $176.0 million to $184.0 million and same restaurant sales growth of 3.0% to 5.0%.
Trex reported fourth-quarter and full-year 2025 results in a press release furnished as Exhibit 99.1. Full-year net sales rose 2.0% to $1.2 billion, but net income fell to $190 million from $238 million, and fourth-quarter net sales declined to $161 million from $168 million. The company also gave 2026 guidance for revenue of $1.185 billion to $1.230 billion and authorized a $150 million share repurchase for the first half of 2026.
Full-year net sales rose 2.0% to $1.2 billion; full-year net income was $190 million, or $1.78 per diluted share, versus $238 million, or $2.20, in 2024.
Fourth-quarter net sales were $161 million versus $168 million a year earlier; fourth-quarter net income was $2 million, or $0.02 per diluted share.
2026 guidance: revenue of $1.185 billion to $1.230 billion and adjusted EBITDA of $315 million to $340 million.
The board authorized a $150 million share repurchase program to be executed in the first half of 2026.
Matson reported fourth-quarter 2025 net income of $143.1 million, or $4.60 per diluted share, up from $3.80 a year earlier, while consolidated revenue fell to $851.9 million from $890.3 million. The company expects first-quarter 2026 Ocean Transportation operating income of about $50 million, lower than a year earlier, and expects full-year 2026 consolidated operating income to approach the 2025 level.
Q4 2025 diluted EPS $4.60 vs. $3.80 in Q4 2024; net income $143.1 million vs. $128.0 million
Q4 2025 revenue $851.9 million vs. $890.3 million; full-year 2025 net income $444.8 million and diluted EPS $13.81
Q1 2026 Ocean Transportation operating income expected at about $50 million; consolidated operating income expected lower than $82.1 million in Q1 2025
Board declared a $0.36 per share dividend payable March 5, 2026 to holders of record on February 5, 2026
Corcept reported fourth quarter and full-year 2025 results with revenue up from 2024 but net income and diluted earnings per share down. The company also gave 2026 revenue guidance of $900 million to $1,000 million, and said its Cushing's syndrome business was constrained by specialty pharmacy capacity and a fourth-quarter pharmacy transition.
Full-year 2025 revenue was $761.4 million, up from $675.0 million in 2024.
Full-year 2025 net income was $99.7 million, or $0.82 diluted per share, down from $141.2 million, or $1.23 diluted per share, in 2024.
Fourth-quarter 2025 revenue was $202.1 million, up from $181.9 million; fourth-quarter net income was $24.3 million, or $0.20 diluted per share, down from $30.7 million, or $0.26.
Full-year 2026 revenue guidance is $900 million to $1,000 million; cash and investments were $532.4 million at December 31, 2025.
Jazz Pharmaceuticals reported full-year 2025 total revenues of $4.3 billion, up 5%, and fourth-quarter revenues of $1.2 billion, up 10%, but its GAAP net result swung to a loss of $356 million for the year after a profit of $560 million in 2024. The company also guided to 2026 total revenues of $4.25 billion to $4.50 billion, which gives shareholders a revenue outlook while the 2025 loss was driven largely by acquired in-process R&D charges.
Full-year 2025 total revenues were $4.27 billion, up from $4.07 billion in 2024; fourth-quarter revenues were $1.20 billion, up 10%.
Full-year 2025 GAAP net loss was $356 million, or $5.84 per diluted share, compared with GAAP net income of $560 million, or $8.65 per diluted share, in 2024.
Acquired in-process R&D expense was $948 million in 2025, including $905 million for Modeyso from the Chimerix acquisition.
2026 guidance calls for total revenues of $4.25 billion to $4.50 billion.
CoStar Group reported fiscal 2025 revenue of $3.2 billion, up 19%, and fourth-quarter revenue of $900 million, up 27%. Full-year net income fell to $7 million from $139 million in 2024, reflecting acquisition costs tied to Matterport and Domain, while Adjusted EBITDA rose 83% to $442 million. The company affirmed its 2026 revenue and Adjusted EBITDA guidance and plans to repurchase $700 million of stock in 2026.
Full-year 2025 revenue was $3.2 billion, up 19% from $2.7 billion; fourth-quarter revenue was $900 million, up 27% from $709 million.
Full-year 2025 net income was $7 million, or $0.02 per diluted share, versus $139 million, or $0.34 per diluted share, in 2024.
Full-year 2025 Adjusted EBITDA was $442 million, up 83%; full-year Adjusted EPS was $0.87 versus $0.73.
2026 guidance was affirmed: revenue of $3.78 billion to $3.82 billion and Adjusted EBITDA of $740 million to $800 million.
MercadoLibre released fourth-quarter and full-year 2025 results on February 24, 2026, reporting net revenues and financial income of $8,759 million, up 45% year over year. Net income was $559 million, down 13% year over year, which the company attributed to a normalized tax rate compared with unusually low levels in Q4 2024. Income from operations included $99 million of one-off tax credits; excluding them, operating income declined 4% year over year, so shareholders face higher revenue alongside lower profit.
Q4 2025 net revenues and financial income: $8,759 million, up 45% year over year (47% FX-neutral)
Q4 2025 income from operations: $889 million (10.1% margin), including $99 million of one-off tax credits in Brazil; excluding them, operating income declined 4% year over year with a 9.0% margin
Q4 2025 net income: $559 million, down 13% year over year
Adjusted free cash flow: $763 million in Q4 2025 and $1.5 billion for full-year 2025
eXp World Holdings reported full-year 2025 revenue up 4% to $4.8 billion, but its net loss widened to $22.7 million from $21.3 million in 2024, and adjusted EBITDA fell to $33.2 million from $75.5 million. The company guided to 2026 full-year adjusted EBITDA of $50 million to $75 million and declared a $0.05 quarterly dividend. For shareholders, sales grew while profitability declined.
Full-year 2025 revenue rose 4% to $4.8 billion; net loss was $22.7 million, or $(0.14) per diluted share.
Full-year 2025 adjusted EBITDA was $33.2 million, compared with $75.5 million in 2024.
2026 outlook: full-year revenue of $4.85 billion to $5.15 billion and adjusted EBITDA of $50 million to $75 million.
Board declared a $0.05 per share dividend on February 10, 2026, payable March 27, 2026 to holders of record on March 9, 2026.
Harmony Biosciences reported fourth quarter and full year 2025 results, with WAKIX net product revenue up 21% in the quarter and 22% for the year. Fourth quarter GAAP net income fell to $22.5 million from $49.5 million, while full year GAAP net income rose to $158.7 million, and the company reiterated 2026 WAKIX net revenue guidance of $1.0 to $1.04 billion.
Q4 2025 net product revenue was $243.8 million, compared with $201.3 million in Q4 2024.
Q4 2025 GAAP net income was $22.5 million, or $0.38 per diluted share, versus $49.5 million, or $0.85, a year earlier.
Full year 2025 net product revenue was $868.5 million, compared with $714.7 million in 2024; full year GAAP net income was $158.7 million, or $2.71 per diluted share.
2026 WAKIX net revenue guidance of $1.0 to $1.04 billion was reiterated.
NRG Energy reported full-year 2025 revenue of $30.7 billion and Adjusted EPS of $8.24, up from $6.83 in 2024. GAAP net income fell to $864 million from $1.1 billion, mainly due to unrealized non-cash mark-to-market losses on hedges, and fourth-quarter GAAP net income was $66 million. The company reaffirmed its 2026 guidance, which includes about 11 months of ownership of assets acquired from LS Power that closed on January 30, 2026.
Full-year GAAP net income was $864 million, versus $1,125 million in 2024; fourth-quarter GAAP net income was $66 million, versus $643 million a year earlier.
Full-year Adjusted EPS was $8.24, versus $6.83 in 2024; Adjusted EBITDA was $4,087 million, versus $3,789 million.
Full-year revenue was $30,713 million, versus $28,130 million in 2024.
2026 guidance was reaffirmed, including Adjusted EPS of $7.90 to $9.90 and Adjusted EBITDA of $5,325 million to $5,825 million.
FIS reported fourth-quarter and full-year 2025 results and gave 2026 guidance after closing its Total Issuing Solutions acquisition and selling its Worldpay stake on January 9, 2026. Full-year GAAP diluted EPS fell 49% to $0.73, including a $539 million non-cash deferred tax expense tied to the Worldpay sale, while adjusted EPS rose 10%. The company said it will temporarily pause share repurchases and tuck-in M&A to reduce debt.
Q4 2025 GAAP diluted EPS was $0.98, up from $0.56; adjusted EPS was $1.68, up 20%
Full-year 2025 revenue was $10.7 billion, up 5% on a GAAP basis
2026 outlook: revenue of $13,770 million to $13,850 million and adjusted EPS of $6.22 to $6.32
Quarterly dividend raised 10% to $0.44 per share; share repurchases paused until target leverage of 2.8x is reached
Ryman Hospitality Properties reported fourth quarter 2025 revenue of $737.8 million, up 13.9% from a year earlier, and net income of $74.5 million, up 3.0%. For the full year, net income fell 11.7% to $247.3 million and net income per diluted share fell 13.9% to $3.77, and the company issued 2026 guidance with consolidated Adjusted EBITDAre of $846.0 million to $895.0 million at the midpoint range shown in the filing.
Q4 2025 total revenue was $737.8 million, up from $647.6 million; Q4 net income per diluted share was $1.11, down 1.8%.
Full-year 2025 net income was $247.3 million, down from $280.2 million; net income available to common stockholders per diluted share was $3.77 versus $4.38.
2026 guidance projects consolidated net income available to common stockholders per diluted share of $3.80 to $3.93, and the company does not expect to update it before its next earnings release.
The revolving credit facility was increased to $850 million from $700 million and extended to January 2030; a $1.20 per share dividend is payable April 15, 2026.
Albany International reported fourth-quarter 2025 net revenue of $321.2 million, up from $286.9 million a year earlier, but GAAP net income attributable to the company fell to $13.9 million, or $0.49 per basic share, from $17.7 million, or $0.57. For the full year 2025 the company reported a net loss attributable to the company of $57.3 million, or $1.94 per share. The company also said it is working on a strategic review of its structures assembly business and its Salt Lake City production site, with an advisor engaged.
Q4 2025 net revenue $321.2 million vs. $286.9 million in Q4 2024; GAAP diluted EPS $0.48 vs. $0.56
Q4 2025 Adjusted EPS $0.65 vs. $0.58; Adjusted EBITDA $57.3 million vs. $50.0 million
Full-year 2025 net loss attributable to the company of $57.3 million, or $1.94 per share, vs. net income of $87.6 million in 2024
Q1 2026 outlook: consolidated revenue $275 million to $285 million; Adjusted EPS $0.50 to $0.60
American Tower reported fourth quarter and full year 2025 results, with revenue up 7.5% to $2,738 million in the quarter and up 5.1% to $10,645 million for the year. Quarterly net income attributable to common stockholders fell 33.3% to $821 million, while full year figures rose 12.2% to $2,530 million. The company's 2026 outlook projects Adjusted EBITDA of $7,090 million to $7,160 million, a midpoint decline of 0.1% from 2025.
Q4 2025 total revenue rose 7.5% to $2,738 million; full year 2025 revenue rose 5.1% to $10,645 million.
Q4 2025 net income attributable to AMT common stockholders fell 33.3% to $821 million; full year rose 12.2% to $2,530 million.
Full year 2025 AFFO attributable to common stockholders per share was $10.76, up 2.1%; per share, as adjusted, rose 8.0%.
2026 outlook: Adjusted EBITDA of $7,090 million to $7,160 million and AFFO per share of $10.78 to $10.95, with AFFO growth at the midpoint of 0.7%.
On February 23, 2026, AMD issued Meta a performance-based warrant to buy up to 160 million AMD common shares at $0.01 per share, alongside an amended purchase agreement under which Meta committed to buy the initial 1 gigawatt equivalent of AMD Instinct GPUs. The warrant's shares vest in tranches tied to Meta's purchases, up to 6 gigawatts, and to AMD stock price thresholds that rise to $600 per share, so the full share count would only be issued if those conditions are met. AMD says it expects the partnership to drive multi-year revenue growth and be accretive to non-GAAP earnings per share, but the filing gives no revenue or earnings figures.
Warrant covers up to 160 million AMD common shares at an exercise price of $0.01 per share, issued February 23, 2026
First tranche vests on shipment of the initial 1 gigawatt; full vesting requires Meta purchases of 6 gigawatts, plus stock price thresholds up to $600 per share for the final tranche
Warrant exercisable until 5:00 p.m. Eastern time on February 23, 2031, by cash or cashless exercise at Meta's election
Shipments supporting the first gigawatt deployment are scheduled to begin in the second half of 2026
Constellation reported fourth-quarter 2025 results on February 24, 2026. Q4 operating revenues rose to $6,074 million from $5,382 million, but GAAP net income per share fell to $1.38 from $2.71 and adjusted operating earnings per share fell to $2.30 from $2.44. Full-year adjusted operating earnings per share rose to $9.39 from $8.67, while full-year GAAP earnings per share fell to $7.40 from $11.89. 2026 guidance will be discussed on a March 31, 2026 call.
Q4 2025 revenue of $6,074 million vs. $5,382 million in Q4 2024; Q4 GAAP net income of $432 million vs. $852 million
Full-year 2025 adjusted operating earnings of $9.39 per share vs. $8.67 in 2024; full-year GAAP net income of $2,319 million vs. $3,749 million
Calpine acquisition completed January 7, 2026; quarterly dividend of $0.4265 per share payable March 20, 2026
2026 guidance to be discussed on the March 31, 2026 conference call
Life Time reported fourth-quarter and full-year 2025 results on February 24, 2026. Revenue rose 12.3% to $745.1 million in the quarter and 14.3% to $2,995.3 million for the year, and net income for the year rose 139.2% to $373.7 million, which the company says was helped by one-time items. The board also approved a $500 million share repurchase program, and the company's 2026 net income guidance of $330 million to $336 million is below its 2025 actual.
Q4 2025 revenue $745.1 million, up 12.3%; diluted EPS $0.54 versus $0.17 a year earlier
Full-year 2025 net income $373.7 million, up 139.2%; includes items such as $41.3 million of employee retention credit proceeds and $12.6 million of income tax benefits from a CEO stock option exercise
2026 guidance: total revenue $3,300 million to $3,330 million and Adjusted EBITDA $910 million to $925 million, with net income of $330 million to $336 million, reiterated from the January 22, 2026 preliminary estimates
$500 million share repurchase program, which the 2026 guidance does not include
Elanco reported fourth-quarter 2025 revenue of $1,144 million, up 12%, and a reported net loss of $276 million, which included $202 million of asset impairment, restructuring and other special charges. For full year 2025, revenue rose 6% to $4,715 million, but the company posted a reported net loss of $232 million, compared with net income of $338 million in 2024; adjusted EPS rose to $0.94 from $0.91. The company also guided 2026 revenue to $4,950 million to $5,020 million and adjusted EPS to $1.00 to $1.06.
Q4 2025 revenue $1,144 million, up 12% reported and 9% organic constant currency; adjusted EPS $0.13 vs. $0.14 a year earlier
Full year 2025 reported EPS $(0.47) vs. $0.68 in 2024; adjusted EPS $0.94 vs. $0.91
2026 guidance: revenue $4,950 million to $5,020 million; adjusted EBITDA $955 million to $985 million; adjusted EPS $1.00 to $1.06
2026 innovation revenue target raised to $1.15 billion; net leverage ratio ended 2025 at 3.6x
Home Depot reported fourth-quarter fiscal 2025 sales of $38.2 billion, down 3.8%, and diluted EPS of $2.58, down from $3.02, in a quarter that had 13 weeks versus 14 a year earlier. For the full fiscal year, sales rose 3.2% to $164.7 billion, but diluted EPS fell 4.6% to $14.23, and the company gave fiscal 2026 guidance for diluted EPS growth of flat to 4.0%. Shareholders also received a 1.3% increase in the quarterly dividend to $2.33 per share.
Q4 sales $38.2 billion, down 3.8%; diluted EPS $2.58 vs. $3.02; the 14th week in fiscal 2024 added about $0.30 to EPS
Fiscal 2025 sales $164.7 billion, up 3.2%; diluted EPS $14.23 vs. $14.91; comparable sales up 0.3%
Fiscal 2026 guidance: total sales growth of about 2.5% to 4.5%; diluted EPS growth of about flat to 4.0% from $14.23
Quarterly dividend raised 1.3% to $2.33 per share, payable March 26, 2026, to holders of record March 12, 2026
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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.