AI filing briefs · archive

8-K filings in February 2026, explained

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).

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AROCArchrock, Inc. Feb 24, 9:28 PM ET

Archrock Q4 revenue rises to $377.1 million; net income reaches $116.8 million

Positive earnings Written later 2.027.01

Archrock reported fourth-quarter 2025 revenue of $377.1 million and net income of $116.8 million, both up from the fourth quarter of 2024, and gave 2026 guidance with net income of $306 million to $356 million and adjusted EBITDA of $865 million to $915 million. The fourth quarter included $22.9 million of sales and use tax benefits and $31.6 million of net asset sale gains that the company said were not in its 2025 guidance.

  • Q4 2025 revenue was $377.1 million versus $326.4 million in Q4 2024; net income was $116.8 million and EPS was $0.67 versus $0.34.
  • Q4 results included a $22.9 million cash net benefit from prior period sales and use tax audit settlements and $31.6 million of net gains from asset sales.
  • Excluding those items, full-year 2025 adjusted EBITDA would have been $846.4 million, against prior guidance of $835 million to $850 million.
  • The board approved an additional $100 million share repurchase authorization, with $117.7 million of capacity available as of December 31, 2025.
Read the filing on SEC.gov ↗

LifeStance Q4 revenue rises 17% to $382.2 million; board approves $100 million buyback

Positive earnings Written later 2.025.027.018.01

LifeStance reported fourth-quarter 2025 revenue of $382.2 million, up 17%, and net income of $11.7 million, compared with a net loss a year earlier, and issued 2026 guidance for revenue of $1.615 billion to $1.655 billion. The Board also approved a share repurchase program of up to $100 million and announced that Executive Chairman Kenneth Burdick will become non-executive Chairman effective March 16, 2026.

  • Q4 2025 revenue was $382.2 million, up 17%; full year revenue was $1,424.3 million, up 14%.
  • Q4 2025 net income was $11.7 million, versus a net loss of $7.1 million in Q4 2024; full year net income was $9.7 million.
  • 2026 guidance: revenue of $1.615 billion to $1.655 billion and Adjusted EBITDA of $185 million to $205 million.
  • Board approved a repurchase program of up to $100 million of common stock; Kenneth Burdick moves to non-executive Chairman effective March 16, 2026.
Read the filing on SEC.gov ↗
PARRPAR PACIFIC HOLDINGS, INC. Feb 24, 5:25 PM ET

Par Pacific posts Q4 net income of $77.7 million vs. a loss a year earlier

Positive earnings Written later 2.02

Par Pacific reported fourth-quarter 2025 net income attributable to stockholders of $77.7 million, or $1.53 per diluted share, compared with a net loss of $55.7 million in the same quarter of 2024. For the full year, net income was $369.4 million, or $7.16 per diluted share, versus a net loss of $33.3 million in 2024, while full-year revenue declined to $7.46 billion from $7.97 billion. The company also repurchased 6.5 million shares in 2025, reducing shares outstanding by 10%, and its board authorized a new $250 million repurchase program in February 2026.

  • Q4 2025 net income attributable to stockholders was $77.7 million ($1.53 per diluted share), versus a $55.7 million loss in Q4 2024.
  • Full-year 2025 net income was $369.4 million ($7.16 per diluted share), versus a $33.3 million loss in 2024.
  • Full-year 2025 Adjusted EBITDA was $633.5 million, compared with $238.7 million in 2024.
  • Full-year 2025 revenue was $7.46 billion, down from $7.97 billion in 2024; Q4 revenue was $1.81 billion, down from $1.83 billion.
Read the filing on SEC.gov ↗
IPARINTERPARFUMS INC Feb 24, 5:22 PM ET

Interparfums reports record 2025 sales of $1.49 billion and reaffirms 2026 guidance

Positive earnings Written later 2.027.018.01

Interparfums reported record fourth-quarter and full-year 2025 results, with full-year net sales of $1.49 billion (up 2%) and diluted EPS of $5.24 (up from $5.12). The company reaffirmed its 2026 outlook of $1.48 billion in sales and $4.85 in EPS and kept its annual dividend at $3.20 per share, but said it may revisit guidance later in 2026.

  • Fourth-quarter 2025 net sales rose 7% to $386 million and diluted EPS rose 16% to $0.88, while operating income fell 24% to $28 million.
  • Full-year 2025 operating income was $270 million, down 2% from $275 million, with operating margin of 18.2% versus 18.9%.
  • 2026 guidance is $1.48 billion in sales and $4.85 EPS, unchanged; the company will monitor early-2026 developments before potentially revisiting it.
  • The Board approved a 2026 annual cash dividend of $3.20 per share, unchanged from 2025; the next $0.80 quarterly dividend is payable March 31, 2026.
Read the filing on SEC.gov ↗
UFPTUFP TECHNOLOGIES INC Feb 24, 4:41 PM ET

UFP Technologies amends Intuitive Surgical supply pact, extends term to 2029

Positive product/contract Written later 1.01

UFP Technologies and customer Intuitive Surgical signed Amendment No. 27 to their manufacturing supply agreement on February 19, 2026, effective January 1, 2026. The amendment extends the agreement by two years through December 31, 2029, raises annual minimum volumes for the largest program in 2028 and 2029, and adds a new program, which points to a longer and larger commitment from a key medical customer.

  • Amendment No. 27 signed February 19, 2026 and effective January 1, 2026
  • Agreement term extended two years, through December 31, 2029
  • Annual minimum volumes for the largest program increased for 2028 and 2029; an additional program added
  • Volume-based pricing and cost-sharing provisions added; dollar amounts not disclosed in the filing
Read the filing on SEC.gov ↗
UFPTUFP TECHNOLOGIES INC Feb 24, 4:39 PM ET

UFP Technologies 2025 sales rise 19.5% to $602.8 million; EPS up 15.4%

Positive earnings Written later 2.02

UFP Technologies reported fiscal 2025 net sales of $602.8 million, up 19.5%, and GAAP diluted EPS of $8.75, up from $7.58. Fourth-quarter results were weaker: sales rose 3.4% to $148.9 million, but operating income fell 3.4% and adjusted EPS slipped to $2.44 from $2.46. Shareholders should note that the company attributed about $6.3 million of labor-related inefficiencies at its Illinois facility to 2025 results.

  • Full-year 2025 net income was $68.3 million, up 15.8%, and adjusted EPS was $9.76 versus $8.68 in 2024.
  • Fourth-quarter 2025 sales were $148.9 million, up 3.4%, with organic sales essentially flat; gross margin fell to 28.2% from 29.2%.
  • Full-year organic growth was approximately 1.5%, while acquisitions contributed $90.7 million of 2025 net sales.
  • Long-term debt fell to $123.0 million at December 31, 2025, from $176.9 million a year earlier.
Read the filing on SEC.gov ↗

Everus Q4 revenue tops $1 billion; initiates 2026 revenue guidance of $4.1B to $4.2B

Positive earnings Written later 2.027.01

Everus Construction Group reported fourth-quarter 2025 revenue of $1.01 billion, up 33.1%, and net income of $55.3 million, up 60.8%, with diluted EPS of $1.08 versus $0.67 a year earlier. For full-year 2025, net income rose 40.7% to $201.8 million and diluted EPS was $3.95, but free cash flow fell to $100.0 million from $128.8 million. The company also initiated 2026 guidance for revenue of $4.1 billion to $4.2 billion and EBITDA of $320 million to $335 million.

  • Q4 2025 revenue of $1.01 billion, up 33.1%; E&M revenue up 44.0% to $791.6 million, T&D revenue up 6.8% to $227.7 million
  • Q4 2025 diluted EPS of $1.08, compared with $0.67 in Q4 2024; full-year 2025 diluted EPS of $3.95, compared with $2.81
  • Full-year 2025 free cash flow of $100.0 million, down from $128.8 million, mainly from higher net capital expenditures and lower operating cash flow
  • 2026 guidance: revenue of $4.1 billion to $4.2 billion, EBITDA of $320 million to $335 million, and gross capital expenditures of $90 million to $100 million
Read the filing on SEC.gov ↗
SUISUN COMMUNITIES INC Feb 24, 4:28 PM ET

Sun Communities Q4 profit rises to $0.99 a share; 2026 Core FFO outlook $6.83-$7.03

Positive guidance Written later 2.02

Sun Communities reported fourth-quarter 2025 net income attributable to common shareholders of $121.9 million, or $0.99 per diluted share, compared with a loss of $224.4 million a year earlier. Core FFO per share was $1.40 in the quarter, down slightly from $1.41, and $6.68 for the full year, down from $6.81, but the company guided 2026 Core FFO to $6.83 to $7.03 per share and raised its quarterly distribution to $1.12 from $1.04.

  • Q4 2025 net income attributable to common shareholders was $121.9 million, or $0.99 per diluted share, versus a $224.4 million loss, or $1.77 per share, in Q4 2024.
  • Core FFO per share was $1.40 for Q4 2025 and $6.68 for full-year 2025, compared with $1.41 and $6.81 in the prior-year periods.
  • 2026 guidance projects Core FFO per share of $6.83 to $7.03 for the full year and $1.24 to $1.32 for the first quarter.
  • The Board approved a quarterly distribution of $1.12 per share, up $0.08 or about 8%, with the first payment expected in April 2026.
Read the filing on SEC.gov ↗
GMEDGLOBUS MEDICAL INC Feb 24, 4:23 PM ET

Globus Medical Q4 sales rise 25.7%; raises 2026 non-GAAP EPS outlook

Positive earnings Written later 2.02

Globus Medical reported fourth-quarter 2025 worldwide net sales of $826.4 million, up 25.7%, and GAAP diluted EPS of $1.03 versus $0.19 a year earlier. The company reaffirmed 2026 revenue guidance of $3.18 to $3.22 billion and raised its non-GAAP diluted EPS guidance to $4.40 to $4.50 from $4.30 to $4.40. The sales growth includes the Nevro acquisition; the base business excluding Nevro grew 10.6% in the quarter.

  • Q4 2025 worldwide net sales were $826.4 million, up 25.7%; base business excluding Nevro rose 10.6%.
  • Q4 2025 GAAP net income was $140.6 million; GAAP diluted EPS was $1.03 versus $0.19 in Q4 2024.
  • 2026 revenue guidance reaffirmed at $3.18 to $3.22 billion; non-GAAP diluted EPS guidance raised to $4.40 to $4.50 from $4.30 to $4.40.
Read the filing on SEC.gov ↗
MGEEMGE ENERGY INC Feb 24, 4:18 PM ET

MGE Energy 2025 net income rises to $135.9 million, or $3.72 per share, from $120.6 million

Positive earnings Written later 2.02

MGE Energy reported fourth-quarter and full-year 2025 results on February 24, 2026, with net income rising in both periods versus 2024. Electric segment growth was driven mainly by the Darien Solar Project and the Paris Battery Energy Storage System, both of which became operational in 2025.

  • Full-year 2025 net income was $135.9 million, or $3.72 per diluted share, versus $120.6 million, or $3.33 per share, in 2024.
  • Fourth-quarter 2025 net income was $23.3 million, or 64 cents per diluted share, versus $22.0 million, or 61 cents, a year earlier.
  • Full-year 2025 operating revenues were $743.7 million, up from $676.9 million in 2024.
  • Electric segment earnings rose $11.3 million in 2025, while gas segment earnings rose $2.5 million.
Read the filing on SEC.gov ↗
LTCLTC PROPERTIES INC Feb 24, 4:17 PM ET

LTC Properties Q4 revenue rises 60% to $84.3 million; Core FFO per share $0.70

Positive earnings Written later 2.02

LTC Properties reported fourth-quarter 2025 total revenues of $84.3 million, up from $52.6 million a year earlier, as it shifted its portfolio toward its SHOP senior housing segment. Diluted earnings per share were $2.11 versus $0.39, helped by a $78.1 million gain on sale of real estate, while diluted Core FFO per share rose to $0.70 from $0.65. The company also introduced 2026 guidance, including full-year diluted Core FFO per share of $2.75 to $2.79.

  • Q4 2025 total revenues were $84.3 million, compared with $52.6 million in Q4 2024.
  • Diluted EPS was $2.11, compared with $0.39, including a $78.1 million gain on sale of real estate.
  • Diluted Core FFO per share was $0.70, compared with $0.65; diluted Nareit FFO per share was flat at $0.72.
  • 2026 guidance: full-year diluted Core FFO per share of $2.75 to $2.79; first-quarter diluted Core FFO per share of $0.66 to $0.68.
Read the filing on SEC.gov ↗
MMSIMERIT MEDICAL SYSTEMS INC Feb 24, 4:14 PM ET

Merit Medical Q4 revenue rises 11% to $393.9 million; 2026 guidance set

Positive earnings Written later 2.027.01

Merit Medical reported fourth-quarter 2025 revenue of $393.9 million, up 11%, and non-GAAP EPS of $1.04, up 12%. For fiscal 2026 it guided to total revenue of $1.610 billion to $1.630 billion and non-GAAP EPS of $4.01 to $4.15, implying growth of 6% to 8% and 5% to 8%, respectively.

  • Q4 2025 GAAP EPS was $0.63, up from $0.46 a year earlier; non-GAAP EPS was $1.04 versus $0.93.
  • Full-year 2025 revenue was $1.516 billion, up 12%, and non-GAAP EPS was $3.83, up 11%.
  • 2026 guidance: revenue of $1.610 billion to $1.630 billion and non-GAAP EPS of $4.01 to $4.15, excluding possible effects of trade policies and unannounced acquisitions.
  • Q4 2025 free cash flow was $74.0 million, up 13%.
Read the filing on SEC.gov ↗
EXLSExlService Holdings, Inc. Feb 24, 4:11 PM ET

EXL reports Q4 revenue up 12.7% and 2025 EPS up 28%, guides 2026 revenue of $2.275B-$2.315B

Positive earnings Written later 2.02

EXL reported fourth-quarter and full-year 2025 results, with revenue and earnings per share both up year over year. The company also issued 2026 guidance calling for revenue growth of 9% to 11%, and its board authorized a $500 million share repurchase program effective February 28, 2026.

  • Q4 2025 revenue was $542.6 million, up 12.7% from $481.4 million a year earlier; Q4 GAAP diluted EPS was $0.38, up from $0.31.
  • Full-year 2025 revenue was $2.09 billion, up 13.6%; GAAP diluted EPS was $1.54, up 28.0% from $1.21.
  • 2026 guidance: revenue of $2.275 billion to $2.315 billion and adjusted diluted EPS of $2.14 to $2.19.
  • Board authorized a $500 million common stock repurchase program, effective February 28, 2026, for a two-year period.
Read the filing on SEC.gov ↗
GDDYGoDaddy Inc. Feb 24, 4:10 PM ET

GoDaddy Q4 revenue rose 7% to $1.3 billion; net income up 23% to $245.1 million

Positive earnings Written later 2.02

GoDaddy reported fourth-quarter 2025 revenue of $1.3 billion, up 7% year over year, and net income of $245.1 million, up 23%. For full-year 2026, the company expects revenue of $5.195 billion to $5.275 billion, about 6% growth at the midpoint, and free cash flow of approximately $1.8 billion, compared with $1.6 billion in 2025.

  • Q4 2025 diluted earnings per share were $1.80, versus $1.36 a year earlier.
  • Full-year 2025 net income was $875.0 million, down from $936.9 million, which included a one-time, non-cash tax benefit of $34.6 million in 2025 and $267.4 million in 2024.
  • Q1 2026 revenue is expected in the range of $1.250 billion to $1.270 billion.
  • Full-year 2026 NEBITDA margin is expected to be over 33%.
Read the filing on SEC.gov ↗
GPORGULFPORT ENERGY CORP Feb 24, 4:10 PM ET

Gulfport Energy Q4 net income $132.4 million vs. loss a year earlier; sets 2026 guidance

Positive guidance Written later 2.027.01

Gulfport Energy reported fourth quarter and full year 2025 results and issued 2026 operational and financial guidance on February 24, 2026. Fourth quarter net income was $132.4 million, compared with a net loss of $273.2 million a year earlier, and the company plans to repurchase more than $140 million of its common stock in the first quarter of 2026.

  • Q4 2025 total revenues were $398.2 million, up from $239.9 million in Q4 2024.
  • Full year 2025 net income was $427.8 million, compared with a net loss of $261.4 million in 2024.
  • 2026 guidance calls for net daily production of 1.030 to 1.055 Bcfe per day and total capital expenditures of $400 million to $430 million.
  • The company plans to repurchase more than $140 million of common stock during the first quarter of 2026.
Read the filing on SEC.gov ↗
FSLRFIRST SOLAR, INC. Feb 24, 4:09 PM ET

First Solar 2025 EPS rises to $14.21; 2026 net sales guided to $4.9B-$5.2B

Positive earnings Written later 2.02

First Solar reported fourth quarter and full-year 2025 results, with net sales of $1.7 billion for the quarter and $5.2 billion for the year, up from $4.2 billion in 2024. The company also issued 2026 guidance calling for net sales of $4.9 billion to $5.2 billion and Adjusted EBITDA of $2.6 billion to $2.8 billion, which compares with 2025 Adjusted EBITDA of $2.36 billion shown in the filing's reconciliation.

  • Q4 2025 net income per diluted share was $4.84, versus $3.65 in Q4 2024; full-year 2025 diluted EPS was $14.21, versus $12.02 in 2024
  • 2026 guidance: volume sold of 17.0 GW to 18.2 GW, net sales of $4.9 billion to $5.2 billion, and year-end net cash balance of $1.7 billion to $2.3 billion
  • Year-end 2025 net cash balance was $2.4 billion, helped by proceeds from sales of 2025 Section 45X tax credits
Read the filing on SEC.gov ↗
SPXCSPX Technologies, Inc. Feb 24, 4:08 PM ET

SPX Technologies Q4 revenue up 19.4%, sets 2026 adjusted EPS guidance of $7.60-$8.00

Positive guidance Written later 2.02

SPX Technologies reported fourth-quarter and full-year 2025 results that grew across revenue, GAAP EPS and adjusted EPS, and issued 2026 guidance calling for higher revenue, adjusted EBITDA and adjusted EPS than in 2025. For shareholders, the filing shows higher earnings in 2025 and a 2026 outlook that projects further growth, with the company citing demand, acquisitions and production capacity.

  • Q4 2025 revenue was $637.3 million, up 19.4%, and GAAP EPS was $1.54, up 29.4%.
  • Full-year 2025 revenue was $2,265.1 million, up 14.2%, and adjusted EPS was $6.76, up 21.1%.
  • 2026 guidance: revenue of $2.535 to $2.605 billion, adjusted EBITDA of $590 to $620 million, and adjusted EPS of $7.60 to $8.00, compared with 2025 levels of $2.265 billion, $507 million and $6.76.
  • Form 10-K for 2025 is expected by March 2, 2026.
Read the filing on SEC.gov ↗
OREALTY INCOME CORP Feb 24, 4:08 PM ET

Realty Income Q4 EPS rises to $0.32 from $0.23; 2026 AFFO guidance $4.38-$4.42

Positive guidance Written later 2.027.01

Realty Income reported fourth-quarter 2025 net income available to common stockholders of $296.1 million, or $0.32 per share, up from $199.6 million, or $0.23 per share, a year earlier, on total revenue of $1,487.9 million versus $1,340.3 million. The company also introduced 2026 AFFO per share guidance of $4.38 to $4.42, compared with full-year 2025 AFFO of $4.28 per share.

  • Q4 2025 net income per share was $0.32, compared with $0.23 in Q4 2024; AFFO per share was $1.08, compared with $1.05
  • Full-year 2025 AFFO per share was $4.28, compared with $4.19 in 2024
  • 2026 guidance: net income per share of $1.65 to $1.69 and AFFO per share of $4.38 to $4.42; initial investment volume of approximately $8.0 billion
  • Occupancy was 98.9% at December 31, 2025, compared with 98.7% at September 30, 2025
Read the filing on SEC.gov ↗
SKTTANGER INC. Feb 24, 4:06 PM ET

Tanger Q4 FFO rises to $0.63 a share; 2026 FFO guidance set at $2.41-$2.49

Positive earnings Written later 2.027.01

Tanger reported fourth-quarter 2025 diluted net income of $0.29 per share, up from $0.23, and FFO of $0.63 per share, up from $0.54, with quarterly total revenues of $160.3 million versus $140.7 million a year earlier. The company also introduced full-year 2026 guidance of $2.41 to $2.49 in diluted FFO per share and $1.04 to $1.12 in diluted net income per share, and disclosed January 2026 financing transactions including $550 million of unsecured term loans.

  • Q4 2025 diluted net income was $0.29 per share ($33.2 million), versus $0.23 per share ($26.3 million) a year earlier
  • Full-year 2025 FFO was $2.33 per share ($278.0 million), versus $2.12 per share in 2024
  • 2026 guidance: diluted FFO of $2.41 to $2.49 per share and diluted net income of $1.04 to $1.12 per share
  • January 2026 financing included $550 million of unsecured term loans and $250 million of 2.375% exchangeable senior notes due 2031
Read the filing on SEC.gov ↗
TMDXTransMedics Group, Inc. Feb 24, 4:05 PM ET

TransMedics Q4 revenue up 32% to $160.8 million; 2026 revenue outlook $727M-$757M

Positive earnings Written later 2.02

TransMedics reported fourth quarter 2025 revenue of $160.8 million, up 32% from a year earlier, and full year 2025 revenue of $605.5 million, up 37%. Net income was boosted by an $83.8 million tax benefit in the quarter, mainly from a one-time $103.3 million release of a deferred tax asset valuation allowance, and the company guided to 2026 revenue of $727 million to $757 million.

  • Q4 2025 revenue $160.8 million, up 32% from $121.6 million; net income $105.4 million, or $2.62 per diluted share, versus $0.19 a year earlier
  • Q4 net income includes an $83.8 million tax benefit, primarily a one-time $103.3 million valuation allowance release
  • Full year 2025 revenue $605.5 million, up 37%; net income $190.3 million, or $4.87 per diluted share
  • 2026 revenue outlook of $727 million to $757 million, 20% to 25% growth; Q4 gross margin 58% versus 59% a year earlier
Read the filing on SEC.gov ↗
WDAYWorkday, Inc. Feb 24, 4:02 PM ET

Workday Q4 revenue up 14.5% to $2.532 billion; fiscal 2027 subscription outlook given

Positive earnings Written later 2.02

Workday reported fiscal fourth-quarter 2026 total revenues of $2.532 billion, up 14.5%, and GAAP diluted earnings per share of $0.55, up from $0.35 a year earlier. It also guided fiscal 2027 subscription revenues to $9.925 billion to $9.950 billion, or 12% to 13% growth, while restructuring expenses rose to $303 million for the full year from $84 million.

  • Q4 total revenues were $2.532 billion, up 14.5%; GAAP diluted EPS was $0.55 versus $0.35.
  • Fiscal 2026 total revenues were $9.552 billion, up 13.1%; GAAP operating income was $721 million versus $415 million.
  • Fiscal 2027 guidance: subscription revenues of $9.925 billion to $9.950 billion and non-GAAP operating margin of about 30.0%.
  • Co-founder Aneel Bhusri returned as chief executive officer; the company repurchased 12.8 million Class A shares for $2.9 billion in fiscal 2026.
Read the filing on SEC.gov ↗
RGENREPLIGEN CORP Feb 24, 7:33 AM ET

Repligen Q4 revenue rises 18% to $198 million; 2026 revenue guidance $810M-$840M

Positive earnings Written later 2.02

Repligen reported fourth-quarter 2025 revenue of $198 million, up 18% as reported and 14% organic, and full-year 2025 revenue of $738 million, up 16%. GAAP results improved from the prior year, with fourth-quarter net income of $13 million versus a loss of $34 million, and the company issued 2026 guidance calling for revenue of $810 million to $840 million and adjusted diluted EPS of $1.93 to $2.01.

  • Q4 2025 revenue was $198 million, up from $168 million, an 18% increase as reported and 14% organic.
  • Q4 GAAP diluted EPS was $0.23, compared with a loss of $0.60 a year earlier; adjusted diluted EPS was $0.49, compared with $0.44.
  • 2026 guidance: total reported revenue of $810 million to $840 million and adjusted diluted EPS of $1.93 to $2.01.
  • Cash, cash equivalents and marketable securities were $768 million at December 31, 2025.
Read the filing on SEC.gov ↗
SHCSotera Health Co Feb 24, 7:14 AM ET

Sotera Health 2025 revenue rises 5.7% to $1.164 billion; net income $78 million

Positive earnings Written later 2.025.02

Sotera Health reported full-year 2025 net revenues up 5.7% to $1.164 billion and net income of $78 million, or $0.27 per diluted share, compared with $44 million, or $0.16 per diluted share, in 2024. The company also gave initial 2026 guidance for net revenues of $1.233 billion to $1.251 billion and Adjusted EBITDA of $632 million to $641 million. General Counsel Alex Dimitrief retires March 31, 2026, will serve as an advisor on ethylene oxide litigation, and Erika Ostrowski becomes Senior Vice President and General Counsel effective April 1, 2026.

  • Fourth-quarter 2025 net revenues rose 4.6% to $303 million, and net income was $35 million, or $0.12 per diluted share, versus $12 million a year earlier.
  • Full-year 2025 Adjusted EBITDA increased 8.2% to $594 million, and Adjusted EPS was $0.86, up $0.16 per diluted share.
  • 2026 outlook: net revenues of $1.233 billion to $1.251 billion and Adjusted EPS of $0.93 to $1.01.
  • Dimitrief's advisory agreement is expected to pay $22,500 per month for up to 12 months.
Read the filing on SEC.gov ↗
DOCNDigitalOcean Holdings, Inc. Feb 24, 7:02 AM ET

DigitalOcean raises 2026 revenue outlook as Q4 revenue rises 18% to $242 million

Positive guidance Written later 2.02

DigitalOcean reported fourth-quarter and fiscal 2025 results on February 24, 2026, with Q4 revenue of $242 million, up 18% year-over-year. The company raised its 2026 growth outlook to 21% and now expects full-year 2026 revenue of $1.075 to $1.105 billion, which matters to shareholders because it signals faster expected growth than the company previously forecast. Fiscal 2025 net income of $259 million includes one-time benefits, and fourth-quarter operating cash flow fell to $57 million from $71 million a year earlier.

  • Q4 2025 revenue was $242 million, up 18% year-over-year, and net income attributable to common stockholders was $26 million, up 40%.
  • Full-year 2026 revenue outlook is $1.075 to $1.105 billion, with 21% growth expected; the company says it raised its outlook again after raising it last quarter.
  • Fiscal 2025 diluted EPS of $2.52 includes $0.66 from a one-time VA release and $0.30 from a one-time gain on partial extinguishment of 2026 Convertible Notes.
  • Q1 2026 revenue guidance is $249 to $250 million, and Q4 2025 operating cash flow was $57 million versus $71 million in Q4 2024.
Read the filing on SEC.gov ↗
KDPKeurig Dr Pepper Inc. Feb 24, 7:01 AM ET

Keurig Dr Pepper Q4 sales rise 10.5%; 2025 GAAP EPS $1.53, adjusted $2.05

Positive earnings Written later 2.02

Keurig Dr Pepper reported fourth-quarter 2025 net sales of $4.5 billion, up 10.5%, and full-year net sales of $16.6 billion, up 8.2%. Full-year adjusted diluted EPS rose 7.3% to $2.05, and the company expects 2026 net sales of $25.9-$26.4 billion with low-double-digit constant currency adjusted EPS growth, including an expected contribution from JDE Peet's. The company also said Chair Bob Gamgort will leave the Board at the end of the first quarter of 2026, with Pamela Patsley becoming Chair.

  • Q4 net sales $4.5 billion, up 10.5%; GAAP diluted EPS $0.26 versus a loss of $0.11 a year earlier; adjusted diluted EPS $0.60, up 1.7%.
  • Full year net sales $16.6 billion, up 8.2%; GAAP diluted EPS $1.53; adjusted diluted EPS $2.05, up 7.3%.
  • 2026 guidance: net sales of $25.9-$26.4 billion and low-double-digit constant currency adjusted EPS growth, assuming an early April JDE Peet's close.
  • Pamela Patsley to succeed Bob Gamgort as Board Chair at the end of Q1 2026.
Read the filing on SEC.gov ↗
OPCHOption Care Health, Inc. Feb 24, 6:55 AM ET

Option Care Health Q4 revenue rises 8.8%; full-year 2026 guidance issued

Positive earnings Written later 2.02

Option Care Health reported fourth-quarter 2025 net revenue of $1,465.4 million, up 8.8%, and GAAP diluted EPS of $0.37, up 5.7%, while net income fell 2.7% to $58.5 million. For full-year 2025, net revenue rose 13.0% to $5,649.5 million and adjusted diluted EPS rose 8.9% to $1.72, though net income declined 2.0% to $207.6 million. The company also projected 2026 net revenue of $5.8 billion to $6.0 billion and adjusted diluted EPS of $1.82 to $1.92.

  • Q4 2025 net revenue $1,465.4 million, up 8.8%; net income $58.5 million, down 2.7%
  • Full-year 2025 adjusted diluted EPS $1.72, up 8.9%; GAAP diluted EPS $1.27, up 3.3%
  • 2026 guidance: net revenue $5.8 billion to $6.0 billion; adjusted diluted EPS $1.82 to $1.92; adjusted EBITDA $480 million to $505 million
  • Repurchased $307 million of stock in 2025; conference call set for February 24, 2026 at 8:30 a.m. ET
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Ferguson 2025 sales rise 5.0% to $31.3 billion; diluted EPS up 24.2% to $10.16

Positive earnings Written later 2.02

Ferguson reported unaudited results for the calendar year ended December 31, 2025, with net sales up 5.0% to $31.3 billion and reported diluted earnings per share up 24.2% to $10.16. It also issued 2026 guidance calling for low to mid-single digit sales growth and a 9.4% to 9.8% adjusted operating margin, and it repurchased $0.9 billion of shares during 2025 while keeping its quarterly dividend at $0.89.

  • Calendar 2025 net sales $31.3 billion, up 5.0%; reported diluted EPS $10.16 vs. $8.18, up 24.2%; adjusted diluted EPS $10.58, up 13.4%
  • Calendar 2026 guidance: net sales low to mid-single digit growth, adjusted operating margin 9.4% to 9.8%, capital expenditures $350 million to $400 million
  • Fourth quarter net sales $7.5 billion, up 3.6%; diluted EPS $1.99 vs. $1.78; non-residential revenue up 10% while residential revenue fell 2%
  • Results are unaudited; audited figures are expected in a Transition Report on Form 10-KT on February 27, 2026
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TILEINTERFACE INC Feb 24, 6:37 AM ET

Interface Q4 net sales rise 4.3% to $349 million; full-year adjusted EPS $1.94

Positive earnings Written later 2.027.01

Interface reported fourth-quarter 2025 net sales of $349.4 million, up 4.3% year over year, and full-year 2025 net sales of $1.387 billion, up 5.4%. Full-year GAAP diluted EPS was $1.96 versus $1.48 a year earlier, and adjusted diluted EPS was $1.94 versus $1.46. The company also gave fiscal 2026 guidance of $1.420 billion to $1.460 billion in net sales, which shareholders can compare with the 2025 results.

  • Q4 2025 GAAP diluted EPS was $0.41 versus $0.37 a year earlier; adjusted diluted EPS was $0.49 versus $0.34.
  • Full-year 2025 adjusted operating income was $173.8 million, up 22.9% from $141.4 million in 2024 (per the company's non-GAAP measures).
  • Fiscal 2026 guidance: first-quarter net sales of $315 million to $325 million; full-year net sales of $1.420 billion to $1.460 billion.
  • Net debt fell to $110.3 million at December 28, 2025, from $203.5 million a year earlier; the company repaid $128 million of debt in Q4.
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XHRXenia Hotels & Resorts, Inc. Feb 24, 6:31 AM ET

Xenia Hotels Q4 2025 net income $6.1 million vs. loss a year earlier; adjusted FFO per share up 15.4%

Positive earnings Written later 2.027.01

Xenia Hotels & Resorts reported fourth-quarter 2025 net income attributable to common stockholders of $6.1 million, or $0.07 per share, compared with a loss of $638,000 a year earlier. Adjusted EBITDAre rose 7.5% to $63.6 million and adjusted FFO per diluted share rose 15.4% to $0.45. The company also issued full-year 2026 guidance, with adjusted FFO per diluted share of $1.78 to $1.99, which shareholders will compare with the 2025 result of $1.76.

  • Q4 2025 Same-Property RevPAR rose 4.5% to $176.45, and Same-Property Hotel EBITDA margin rose 214 basis points to 25.9%.
  • Full-year 2025 net income attributable to common stockholders was $63.1 million, or $0.64 per share, and adjusted FFO per diluted share was $1.76, up 10.7%.
  • 2026 guidance: net income of $21 million to $41 million, Adjusted EBITDAre of $250 million to $270 million, and adjusted FFO of $170 million to $190 million.
  • The board declared a $0.14 per share dividend for the first quarter of 2026, payable April 15, 2026 to holders of record on March 31, 2026.
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PLNTPlanet Fitness, Inc. Feb 24, 6:30 AM ET

Planet Fitness Q4 revenue rises 10.5% to $376.3 million; issues 2026 outlook

Positive earnings Written later 2.02

Planet Fitness reported fourth-quarter and full-year 2025 results on February 24, 2026. Q4 total revenue rose 10.5% to $376.3 million and diluted EPS was $0.73, up from $0.56, while full-year revenue rose 12.1% to $1.3 billion and diluted EPS was $2.62, up from $2.00. The company also gave 2026 growth expectations, including revenue growth of about 9% and adjusted diluted EPS growth of 9% to 10%, which shareholders can compare against the 2025 results.

  • Q4 2025 revenue $376.3 million, up 10.5%; net income attributable to the company $60.4 million, or $0.73 per diluted share, versus $0.56 a year earlier
  • Full-year 2025 revenue $1.3 billion, up 12.1%; net income attributable to the company $219.1 million, or $2.62 per diluted share, versus $2.00
  • 2026 outlook: system-wide same club sales growth of 4% to 5%, revenue up about 9%, adjusted diluted EPS up 9% to 10% on about 80.0 million shares
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HSICHENRY SCHEIN INC Feb 24, 6:14 AM ET

Henry Schein Q4 sales up 7.7% to $3.4 billion; 2026 EPS guided at $5.23 to $5.37

Positive earnings Written later 2.02

Henry Schein reported fourth-quarter and full-year 2025 results that rose on both sales and per-share earnings, and it introduced 2026 guidance for non-GAAP diluted EPS of $5.23 to $5.37. The company said Fred Lowery will join as CEO next week, which matters to shareholders because it marks a leadership change alongside the new outlook.

  • Q4 2025 net sales were $3.4 billion, up 7.7%; GAAP diluted EPS was $0.85 versus $0.74, and non-GAAP diluted EPS was $1.34 versus $1.19.
  • Full-year 2025 net sales were $13.2 billion, up 4.0%; GAAP diluted EPS was $3.27 versus $3.05, and non-GAAP diluted EPS was $4.97 versus $4.74.
  • Full-year 2025 non-GAAP net income was $605 million, flat with 2024.
  • For 2026, non-GAAP diluted EPS is expected at $5.23 to $5.37 and total sales growth at 3% to 5%.
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Armstrong World Industries reports record 2025 sales, EPS up 18% and 2026 guidance

Positive guidance Written later 2.027.01

Armstrong World Industries reported record fourth-quarter and full-year 2025 results, with full-year net sales of $1.6 billion, up 12%, and diluted net earnings per share of $7.08, up 17.6%. The company issued 2026 guidance calling for net sales of $1,745 million to $1,785 million and adjusted diluted EPS of $8.05 to $8.35.

  • Q4 2025 net sales were $388 million, up 5.6%; diluted EPS was $1.51, up 6.3%
  • Full-year 2025 net sales were $1,620.8 million, up 12.1%; operating income rose 15.1% to $430.9 million
  • 2026 guidance: adjusted diluted EPS of $8.05 to $8.35, up 9% to 13%, and adjusted free cash flow of $375 million to $395 million
  • Company repurchased $129 million of stock in 2025 and had $533 million remaining under its authorization as of December 31, 2025
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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.