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).
Kinetik reported fourth-quarter 2025 total operating revenues of $430.4 million, up from $385.7 million a year earlier, and Adjusted EBITDA of $252.1 million, up from $237.5 million. Quarterly net income was driven by a $415.4 million gain on the sale of its EPIC Crude equity interest, and the company guided 2026 Adjusted EBITDA to $950 million to $1,050 million, which it said is a 7% increase at the midpoint.
Q4 2025 diluted EPS was $2.16 versus $0.01 in Q4 2024; Adjusted EBITDA was $252.1 million versus $237.5 million.
Net income including noncontrolling interest of $416.7 million includes a $415.4 million gain from the EPIC Crude divestiture completed October 31, 2025.
Full-year 2025 Adjusted EBITDA was $987.7 million; Q4 2025 Free Cash Flow was $(12.0) million versus $32.5 million a year earlier.
2026 guidance calls for Adjusted EBITDA of $950 million to $1,050 million and capital expenditures of $450 million to $510 million.
VSE Corporation reported fourth-quarter and full-year 2025 results on February 25, 2026, with revenue, GAAP net income and diluted EPS all higher than in 2024. The company also issued 2026 guidance that excludes the pending Precision Aviation Group acquisition, which is expected to close in the second quarter of 2026. For shareholders, the results show strong growth, though full-year free cash flow was only $6 million.
Q4 2025 revenue was $301.2 million, up 32%, and GAAP diluted EPS was $0.98 versus $0.51 a year earlier.
Full-year 2025 revenue was $1.1 billion, up 41%, with GAAP net income of $53.5 million and GAAP diluted EPS of $2.52.
2026 guidance excluding PAG calls for revenue growth of about 19% to 23% and Adjusted EBITDA margin of 16.8% to 17.3%.
Full-year 2025 operating cash flow was $27 million and free cash flow was $6 million; net debt was $223 million.
Kodiak Gas Services reported fourth-quarter 2025 net income attributable to common shareholders of $24.6 million, or $0.28 per diluted share, up from $19.1 million in the fourth quarter of 2024, on revenue of $332.9 million versus $309.5 million a year earlier. The company also gave initial 2026 guidance of $750 million to $780 million in adjusted EBITDA, which excludes its pending $675 million acquisition of Distributed Power Solutions, LLC, expected to close in early April 2026.
Q4 2025 net income attributable to common shareholders was $24.6 million, or $0.28 per diluted share, versus $19.1 million in Q4 2024
Q4 2025 total revenues were $332.9 million, up from $309.5 million in Q4 2024; adjusted EBITDA was $184.5 million
2026 guidance: adjusted EBITDA of $750 million to $780 million and discretionary cash flow of $480 million to $510 million, excluding the pending acquisition
Distributed Power Solutions deal valued at approximately $675 million, expected to close in early April 2026; guidance to be updated after closing
Innoviva reported fourth-quarter and full-year 2025 results. Total revenue rose 25% in the quarter to $114.6 million and 15% for the year to $411.3 million, and net income rose sharply, helped mainly by fair value gains on its Armata Pharmaceuticals investments. Operating income fell slightly in both periods, and the company also disclosed a $125 million share repurchase program.
Q4 2025 total revenue was $114.6 million, up from $91.8 million in Q4 2024; full-year revenue was $411.3 million, up from $358.7 million.
Q4 2025 net income was $164.2 million ($2.19 basic per share), compared with $20.3 million in Q4 2024; full-year net income was $271.2 million.
Q4 2025 income from operations was $39.0 million, down from $43.1 million a year earlier, and gross royalty revenue from GSK fell to $58.4 million from $66.0 million.
Cash and cash equivalents were $550.9 million at December 31, 2025, and the company initiated a $125 million share repurchase program in the fourth quarter.
LeMaitre Vascular reported preliminary fourth-quarter 2025 sales of $64.5 million, up 16%, with operating income of $18.8 million, up 47%. The company also guided to 2026 full-year sales of $276 million to $284 million and diluted EPS of $2.81 to $3.01, and raised its quarterly dividend 25% and authorized a $100.0 million share repurchase program.
Q4 2025 diluted EPS was $0.68, up 39% from the prior-year quarter, and gross margin was 71.7%, up 240 basis points.
Full-year 2026 guidance calls for sales of $276 million to $284 million and diluted EPS of $2.81 to $3.01.
On February 19, 2026, the board raised the quarterly dividend 25% to $0.25 per share, payable March 26, 2026, and authorized up to $100.0 million in buybacks through February 18, 2027.
Chesapeake Utilities reported full-year 2025 net income of $140.3 million ($5.97 per share), up from $118.6 million ($5.26 per share) in 2024, and adjusted EPS of $6.01 versus $5.39 a year earlier. Fourth-quarter 2025 net income was $46.1 million ($1.93 per share) versus $36.7 million ($1.60 per share) a year earlier. The company reaffirmed its 2028 EPS guidance of $7.75 to $8.00 and its 2024-2028 capital expenditure guidance of $1.5 billion to $1.8 billion.
Full-year 2025 adjusted gross margin rose $71.1 million to $638.5 million, driven mainly by regulatory initiatives, infrastructure programs and natural gas growth
2025 capital expenditures totaled $470.4 million; 2026 capital expenditure guidance is $450 million to $500 million
Equity to total capitalization ratio was approximately 50 percent at December 31, 2025
Earnings call scheduled for February 26, 2026 at 8:30 a.m. Eastern Time
Crescent Energy reported full-year 2025 net income attributable to the company of $132.9 million, compared with a $114.6 million loss in 2024, and a fourth-quarter net loss of $8.7 million, compared with a $118.0 million loss a year earlier. The company also issued 2026 guidance, including production of 320 to 335 MBoe/d, and raised its share repurchase authorization to $400 million, which gives it more room to buy back stock.
Full-year 2025 net income attributable to Crescent was $132.9 million, or $0.54 per diluted Class A share, versus a $114.6 million loss in 2024
Fourth-quarter 2025 net loss attributable to Crescent was $8.7 million, or $0.03 per share, versus a $118.0 million loss in the fourth quarter of 2024; fourth-quarter revenue was $865 million versus $875 million a year earlier
2026 guidance calls for total production of 320 to 335 MBoe/d and development capital of $1,325 million to $1,425 million
Board raised the share repurchase authorization to $400 million from $150 million and extended the program indefinitely; a $0.12 per share dividend is payable March 25, 2026
NVIDIA reported fourth-quarter fiscal 2026 revenue of $68.1 billion, up 73% from a year ago, with GAAP diluted earnings per share of $1.76 versus $0.89 a year earlier. It forecast first-quarter fiscal 2027 revenue of $78.0 billion, plus or minus 2%, and said it will include stock-based compensation in non-GAAP results starting that quarter, which changes how its non-GAAP figures compare with prior periods.
Q4 revenue was $68.1 billion, up 20% from Q3 and up 73% from a year ago; Data Center revenue was $62.3 billion.
GAAP diluted EPS was $1.76 and non-GAAP diluted EPS was $1.62; GAAP gross margin was 75.0%.
Q1 fiscal 2027 revenue outlook is $78.0 billion, plus or minus 2%, with no Data Center compute revenue from China assumed.
Fiscal 2026 shareholder returns totaled $41.1 billion; $58.5 billion remained under the buyback authorization at quarter end.
HCI Group reported fourth-quarter 2025 pre-tax income of $144 million and diluted earnings per share of $7.25, compared with $6 million pre-tax and $0.23 per share a year earlier. For full-year 2025, pre-tax income was $429 million and diluted EPS was $22.72, versus $8.89 in 2024, with lower hurricane-related losses a key factor in the improvement. The company also said it plans a share buyback program, which it has not yet announced.
Q4 2025 gross premiums earned were $332 million, up from $297 million in Q4 2024.
Q4 2025 gross loss ratio was 15.6%, compared with 37.2% in Q4 2024, which included a net $78 million loss from Hurricane Milton.
Full-year 2025 net income after noncontrolling interests was $299 million, compared with $110 million in 2024.
Management said it plans a share buyback program that is soon to be announced; the filing gives no amount.
StandardAero reported record full-year 2025 revenue of $6.06 billion, up 15.8%, and net income of $277.4 million, or $0.83 per diluted share, compared with $11.0 million a year earlier. The company also initiated 2026 guidance calling for revenue of $6.275 billion to $6.425 billion and Adjusted EPS of $1.35 to $1.45, which shareholders can compare with the 2025 results.
Full-year 2025 revenue was $6,062.5 million, up 15.8%; Adjusted EBITDA was $808.2 million, up 17.0%.
Fourth-quarter 2025 net income was $78.6 million, compared with a net loss of $14.1 million a year earlier.
2026 guidance: revenue $6,275 to $6,425 million, Adjusted EBITDA $870 to $905 million, Adjusted EPS $1.35 to $1.45.
Acadia Pharmaceuticals reported fourth-quarter 2025 GAAP revenue of $284 million, up 9% from a year earlier, and full-year 2025 GAAP revenue of $1.07 billion, up 12%. Fourth-quarter net income was $274 million, or $1.60 per diluted share, but it included a non-cash income tax benefit of $250 million, and GAAP NUPLAZID sales were reduced by a $20 million change in estimate for Inflation Reduction Act rebates. The company also issued full-year 2026 GAAP revenue guidance of $1.22 to $1.28 billion.
Q4 2025 GAAP total revenues were $284 million, up from $259.6 million in Q4 2024; FY 2025 revenues were $1.07 billion, up 12%.
Q4 2025 net income was $274 million, or $1.60 per diluted share, versus $144 million, or $0.86, a year earlier; the quarter included a $250 million non-cash tax benefit.
Q4 2025 GAAP NUPLAZID net sales were $174 million, including a $20 million IRA rebate change in estimate; non-GAAP adjusted sales were $189 million.
2026 GAAP guidance: total revenues of $1.22 to $1.28 billion, NUPLAZID net sales of $760 to $790 million, DAYBUE net sales of $460 to $490 million.
EPR Properties reported fourth-quarter and full-year 2025 results, with total revenue up 3.2% in the quarter and FFOAA per diluted share up 5.7% to $1.30. The company also introduced 2026 FFOAA per diluted share guidance of $5.28 to $5.48 and raised its monthly common dividend by 5.1%, which matters to shareholders because it sets the company's earnings and payout outlook for 2026.
Q4 2025 total revenue was $183.0 million, up 3.2%; net income available to common shareholders was $60.9 million, compared with a loss of $14.4 million a year earlier.
Full-year 2025 FFOAA per diluted share was $5.12, up 5.1%; Q4 FFOAA per diluted share was $1.30, up from $1.23.
2026 guidance: FFOAA per diluted share of $5.28 to $5.48, and investment spending of $400.0 million to $500.0 million.
Monthly common dividend raised 5.1% to $0.31 per share, payable April 15, 2026; Chief Investment Officer Gregory Zimmerman retires March 2, 2026, and Benjamin N. Fox succeeds him.
H2O America reported full-year 2025 revenue of $800.6 million, up 7%, and adjusted diluted EPS of $2.99, up from $2.95 in 2024, near the top of its narrowed guidance range. It initiated 2026 standalone adjusted EPS guidance of $3.08-3.18, raised its long-term EPS growth target to 6-8%, and set a $2.7 billion 2026-30 capital spending plan, which matters to shareholders because it signals expected earnings growth alongside a larger investment program tied to pending Texas acquisitions.
2025 revenue was $800.6 million, up 7% from $748.4 million in 2024; GAAP net income was $102.6 million, up 9%.
2025 adjusted diluted EPS was $2.99 versus $2.95 in 2024; GAAP diluted EPS was $2.92 versus $2.87.
2026 standalone adjusted diluted EPS guidance is $3.08-3.18, excluding the pending Quadvest and Cibolo Valley acquisitions and their financing.
Fourth-quarter 2025 diluted EPS was $0.45 versus $0.68 a year earlier; the 2026-30 capital expenditures budget is $2.7 billion, a 31% increase over the prior five-year plan.
OUTFRONT Media reported fourth-quarter and full-year 2025 results on February 25, 2026. Fourth-quarter revenue and diluted earnings per share both rose from a year earlier, while full-year revenue was roughly flat and full-year net income fell from a year earlier, which included prior-year gains on dispositions. The board also declared a $0.30 per share quarterly dividend payable March 31, 2026.
Q4 2025 revenues were $513.3 million, up $20.1 million, or 4.1%, from $493.2 million in Q4 2024.
Q4 2025 net income attributable to OUTFRONT Media was $96.8 million, or $0.55 per diluted share, versus $0.43 a year earlier.
Full-year 2025 revenues were $1,831.7 million, up $0.8 million from 2024; full-year net income was $147.0 million versus $258.2 million.
Quarterly dividend of $0.30 per share is payable March 31, 2026, to holders of record on March 6, 2026.
Nutanix reported second-quarter fiscal 2026 revenue of $722.8 million, up 10% from a year earlier, and GAAP net income of $103.0 million, up from $56.4 million. The same day, it agreed to sell 4,136,789 shares to AMD at $36.26 per share for $150 million, and the companies announced a multi-year partnership with AMD funding up to $100 million for Nutanix R&D and go-to-market work. The company guided third-quarter revenue to $680 million to $690 million and said supply chain constraints could affect the timing of near-term revenue and free cash flow.
Q2 GAAP net income was $103.0 million, or $0.36 per diluted share, versus $56.4 million, or $0.19 per diluted share, a year earlier.
Annual Recurring Revenue was $2.36 billion as of January 31, 2026, up 16% year over year; free cash flow was $191.4 million.
Q3 fiscal 2026 revenue outlook is $680 million to $690 million; fiscal 2026 revenue outlook is $2.80 billion to $2.84 billion.
AMD agreed to buy 4,136,789 Class A shares at $36.26 per share, or $150 million in cash, in a private placement; closing is subject to a Hart-Scott-Rodino waiting period.
Pursuit Attractions and Hospitality reported full-year 2025 revenue of $452.4 million, up 23.4% from 2024, and Adjusted EBITDA of $117.1 million, up $40.1 million. GAAP net income attributable to Pursuit fell to $22.7 million from $368.5 million, mainly because 2024 included the gain on the GES sale. The company guided to 2026 Adjusted EBITDA of $123 million to $133 million and set 2030 targets, and it expects to close the $78.4 million Flyover sale in spring 2026.
Full-year 2025 revenue was $452.4 million, up 23.4%; fourth-quarter revenue was $57.1 million, up 24.6%.
Full-year 2025 net income attributable to Pursuit was $22.7 million, or $0.80 per diluted share, versus $368.5 million in 2024; fourth-quarter net loss was $25.7 million.
2026 Adjusted EBITDA guidance is $123 million to $133 million, about 9% growth at the mid-point versus 2025.
Pursuit expects to sell Flyover Attractions to Brogent Technologies for about $78.4 million, with closing expected in spring 2026.
St. Joe reported fourth-quarter 2025 net income attributable to the company of $29.9 million, or $0.52 per share, up 58% from a year earlier, on revenue of $128.9 million, up 24%. For the full year, net income rose 56% to $115.6 million, or $2.00 per share, on revenue of $513.2 million, up 27%. The board also declared a quarterly dividend of $0.16 per share.
Q4 2025 revenue rose 24% to $128.9 million; real estate revenue rose 47% to $68.2 million
Full-year 2025 net income attributable to the company was $115.6 million, or $2.00 per share, versus $74.2 million, or $1.27 per share, in 2024
Quarterly dividend of $0.16 per share is payable March 26, 2026, to holders of record on March 9, 2026
Fourth-quarter leasing revenue fell 9% to $14.2 million, which the company attributed to the September 2025 sale of the Watercrest joint venture senior living property
TKO Group reported fourth quarter 2025 revenue of $1.038 billion, up 12%, and net income of $0.8 million, compared with a net loss of $60.9 million a year earlier. It also set 2026 targets of $5.675 billion to $5.775 billion in revenue and $2.240 billion to $2.290 billion in Adjusted EBITDA, and said it intends to launch up to $1 billion in share repurchases in March 2026.
Q4 2025 revenue $1.038 billion, up $110.2 million; Adjusted EBITDA $281.2 million, up 30%
Full year 2025 revenue $4.735 billion, down 3%; net income $546.2 million vs. net loss of $245.8 million in 2024
2026 targets: revenue $5.675 billion to $5.775 billion; Adjusted EBITDA $2.240 billion to $2.290 billion
Intends to repurchase up to $1.0 billion of Class A common stock, with launch expected in March 2026
Encore Capital Group reported fourth-quarter and full-year 2025 results, with full-year net income of $256.8 million, or $10.91 per diluted share, compared with a net loss of $139.2 million in 2024. The company projects 2026 earnings per share of $12.00, an increase of 10%, and global collections of $2.7 billion, up 5%.
Full-year 2025 revenues were $1.77 billion, up 34% from $1.32 billion in 2024.
Fourth-quarter 2025 net income was $76.7 million, or $3.37 per diluted share, versus a net loss of $225.3 million, or $9.42 per share, in the same quarter of 2024.
The company repurchased about 9% of its shares outstanding in 2025 for $89.5 million.
For 2026, the company expects global portfolio purchases of $1.4 billion to $1.5 billion.
Veracyte reported fourth-quarter 2025 total revenue of $140.6 million, up 19% from a year earlier, and GAAP net income of $41.1 million, or $0.51 per diluted share, compared with $5.1 million, or $0.06, in the prior-year quarter. The company also reiterated its 2026 total revenue guidance of $570 million to $582 million, which shows results improved and the outlook was held steady.
Q4 2025 total revenue was $140.6 million, up 19% from $118.6 million; testing revenue was $135.8 million, up 21%.
Q4 2025 GAAP net income was $41.1 million, or $0.51 per diluted share, versus $5.1 million, or $0.06, in Q4 2024.
Full-year 2025 total revenue was $517.1 million, up 16%, and GAAP net income was $66.4 million.
The company reiterated 2026 total revenue guidance of $570 million to $582 million (10% to 13% growth) and expects adjusted EBITDA margin of about 25%.
Safety Insurance Group reported fourth quarter and full-year 2025 results. Full-year net income rose to $99.3 million, or $6.70 per diluted share, from $70.7 million, or $4.78, in 2024, and the combined ratio improved to 99.0% from 101.1%. The company also said it repurchased $20 million of shares in the fourth quarter.
Q4 2025 net income was $20.1 million, or $1.36 per diluted share, versus $8.1 million, or $0.55, in Q4 2024
Full-year 2025 combined ratio was 99.0%, compared with 101.1% in 2024
Company repurchased $20 million of shares in the quarter ended December 31, 2025
Board approved a $0.92 quarterly dividend payable March 13, 2026 to holders of record on March 2, 2026
Everpure reported fiscal fourth-quarter 2026 revenue of $1.1 billion, up 20% year-over-year, and GAAP net income of $100 million, or $0.29 per diluted share, versus $42 million, or $0.12, a year earlier. It also guided fiscal 2027 revenue to $4.3 billion to $4.4 billion, which would be 17% to 20% growth.
Q4 revenue $1.1 billion, up 20% year-over-year; full-year revenue $3.7 billion, up 16%
Q4 GAAP operating income $87 million, up from $42 million; full-year GAAP operating income $115 million
FY27 guidance: revenue $4.3 billion to $4.4 billion; non-GAAP operating income $780 million to $820 million
Q1 FY27 guidance: revenue $990 million to $1.01 billion, up 27% to 30%
Agilent reported first-quarter fiscal 2026 revenue of $1.80 billion, up 7.0% reported and 4.4% on a core basis, and GAAP EPS of $1.07, down 4% from a year earlier. The company raised its fiscal 2026 reported revenue outlook to $7.3 billion to $7.5 billion and increased its non-GAAP EPS range to $5.90 to $6.04, which matters to shareholders because the headline revenue and non-GAAP earnings measures moved up while GAAP profit declined.
Q1 revenue $1.80 billion, up 7.0% reported and 4.4% core; non-GAAP EPS $1.36, up 4% from $1.31
GAAP net income $305 million, or $1.07 per share, versus $318 million, or $1.11, in Q1 2025
FY2026 revenue outlook $7.3 billion to $7.5 billion; non-GAAP EPS $5.90 to $6.04
Q2 2026 revenue guidance $1.79 billion to $1.82 billion; non-GAAP EPS $1.39 to $1.42
Sterling Infrastructure reported fourth quarter and full year 2025 results and issued full year 2026 guidance in a press release furnished with the 8-K. Fourth quarter revenue rose 51% on a GAAP basis to $755.6 million, with the CEC acquisition contributing $129.1 million, while GAAP diluted EPS fell to $2.81 from $3.64 because the prior-year quarter included a one-time $91 million pre-tax gain from deconsolidating the RHB joint venture. The company expects 2026 revenue of $3.05 billion to $3.20 billion and adjusted diluted EPS of $13.45 to $14.05.
Fourth quarter 2025 revenue was $755.6 million, up 51% on a GAAP basis; CEC acquisition contributed $129.1 million.
Fourth quarter GAAP diluted EPS was $2.81 versus $3.64 a year earlier, which included a one-time RHB gain; adjusted diluted EPS was $3.08, up 78%.
Full year 2025 revenue was $2.49 billion, up 18% on a GAAP basis; adjusted diluted EPS was $10.88 versus $7.09.
2026 guidance: revenue of $3.05 billion to $3.20 billion and adjusted diluted EPS of $13.45 to $14.05.
BJ's Restaurants reported fourth-quarter 2025 revenue of $355.4 million, up 3.2%, and diluted earnings of $0.58 per share, compared with a diluted loss of $0.23 per share a year earlier. The company also issued 2026 guidance, including comparable restaurant sales growth of 1% to 3% and Adjusted EBITDA of $140 million to $150 million. For shareholders, the quarter moved from a loss to a profit on higher revenue, and the outlook sets targets for the coming year.
Q4 2025 total revenues rose 3.2% to $355.4 million; comparable restaurant sales rose 2.6%
Q4 diluted EPS was $0.58 versus a loss of $0.23; adjusted diluted EPS was $0.66, up 39.2% from $0.47
Fiscal 2025 diluted EPS was $2.16 versus $0.70; Adjusted EBITDA was $134.1 million, up 14.5%
2026 outlook: restaurant level operating profit of $221 million to $233 million and capital expenditures of $85 million to $95 million; share repurchases up to $50 million
Sezzle reported fourth-quarter and full-year 2025 results with revenue and net income up sharply from 2024 and raised its FY2026 Adjusted Net Income per Diluted Share guidance to $4.70 from $4.35. The company also said its 2024 Consolidated Statements of Cash Flows should no longer be relied upon because it misclassified notes receivable purchases and repayments as investing activities; the restatement changes cash flow classification only, with no effect on the balance sheet or income statement.
Q4 2025 Total Revenue rose 32.2% year over year to $129.9 million; Net Income was $42.7 million, or $1.21 per diluted share.
FY2025 Net Income rose 69.5% to $133.1 million, or $3.72 per diluted share; Adjusted Net Income was $128.4 million.
FY2026 guidance: Adjusted Net Income per Diluted Share raised to $4.70 from $4.35; Total Revenue growth of 25% to 30%; Adjusted Net Income of $170.0 million.
2024 operating cash flow restated to $130.6 million from $40.9 million; $89.7 million reclassified from investing activities. Determined February 19, 2026; no amended 10-K or 10-Q filings planned.
Salesforce reported fourth-quarter fiscal 2026 revenue of $11.2 billion, up 12% year-over-year, and GAAP diluted net income per share of $2.07 versus $1.75 a year earlier. The company initiated full-year fiscal 2027 revenue guidance of $45.8 billion to $46.2 billion, up 10% to 11%, and announced a $50 billion share repurchase authorization and a higher quarterly dividend of $0.44 per share.
Q4 FY26 revenue $11.2 billion, up 12% Y/Y; GAAP diluted EPS $2.07 vs. $1.75 in Q4 FY25
FY27 revenue guidance $45.8 billion to $46.2 billion; GAAP diluted EPS guidance $7.85 to $7.93
MYR Group reported fourth-quarter and full-year 2025 results in a press release furnished with this 8-K. Full-year revenue rose to $3.66 billion from $3.36 billion, and net income rose to $118.4 million, or $7.53 per diluted share, from $30.3 million, or $1.83, a year earlier. Backlog reached $2.82 billion at year end, and the release contains no financial guidance for 2026.
Q4 2025 revenue was $973.5 million, up 17.3% from Q4 2024; diluted EPS was $2.33 versus $0.99
Full-year 2025 revenue was $3.66 billion versus $3.36 billion in 2024; net income was $118.4 million versus $30.3 million
Backlog was $2.82 billion at December 31, 2025, up 9.6% from $2.58 billion at December 31, 2024
Cash and cash equivalents were $150.2 million; $408.3 million was available under the $490 million revolving credit facility
Penumbra reported fourth quarter 2025 revenue of $385.4 million, up 22.1%, and net income of $47.3 million, compared with $33.7 million a year earlier. Full-year 2025 revenue rose 17.5% to $1,403.7 million and net income reached $177.7 million, versus $14.0 million in 2024. The company will not provide 2026 financial guidance or hold a conference call because of its proposed acquisition by Boston Scientific.
Q4 2025 diluted EPS was $1.20, compared with $0.86 in Q4 2024.
Full-year 2025 income from operations was $189.2 million, compared with $9.3 million in 2024.
No financial guidance for full-year 2026 because of the proposed acquisition by Boston Scientific Corporation (NYSE: BSX).
Range Resources reported fourth quarter 2025 revenues and other income of $820 million, up 31% from a year earlier, with net income of $179 million, or $0.75 per diluted share, compared with $94.8 million, or $0.39, in the prior-year quarter. The company also raised its stock repurchase authorization to $1.5 billion and provided 2026 guidance, including all-in capital spending of $650 million to $700 million and production of 2.35 to 2.40 billion cubic feet equivalent per day.
Q4 2025 net income was $179 million ($0.75 per diluted share), up from $94.8 million ($0.39) in Q4 2024; full-year 2025 net income was $658 million ($2.74 per diluted share).
Q4 2025 included a $33 million mark-to-market derivative gain; adjusted diluted EPS, comparable to analysts' estimates, was $0.82.
The board increased the repurchase program to $1.5 billion of current availability as of February 24, 2026.
2026 guidance calls for all-in capital spending of $650 million to $700 million and production of 2.35 to 2.40 Bcfe per day.
TJX reported fourth-quarter fiscal 2026 net sales of $17.7 billion, up 9%, and diluted earnings per share of $1.58, up 28%, including a litigation settlement benefit; adjusted EPS was $1.43, up 16%. The company guided fiscal 2027 diluted EPS to $4.93 to $5.02 and said it intends to raise its quarterly dividend 13% to $.48 per share and repurchase $2.50 to $2.75 billion of stock.
Q4 net sales $17.7 billion, up 9%; consolidated comparable sales up 5%
Q4 diluted EPS $1.58 including a $.15 net benefit from a litigation settlement; adjusted EPS $1.43, up 16%
FY27 guidance: full-year diluted EPS $4.93 to $5.02 and first-quarter diluted EPS $.97 to $.99
Plans to buy back $2.50 to $2.75 billion of stock in FY27 and a new $3.0 billion authorization; dividend increase expected to be declared in March 2026
XPEL reported fourth-quarter 2025 revenue of $122.3 million, up 13.7% from a year earlier, and net income attributable to stockholders of $13.4 million, up 50.7%. For full-year 2025, revenue was $476.2 million, up 13.3%, and the company expects first-quarter 2026 revenue of $112 million to $114 million. The 2025 results are preliminary and unaudited, with the Form 10-K expected on or before March 2, 2026.
Q4 2025 revenue was $122.3 million, up 13.7% from $107.5 million in Q4 2024
Q4 2025 diluted earnings per share were $0.48, versus $0.32 in Q4 2024
Full-year 2025 revenue was $476.2 million, up 13.3%; net income attributable to stockholders was $51.2 million, or $1.85 per diluted share
First-quarter 2026 revenue outlook is $112 million to $114 million
Hayward Holdings reported higher net sales, net income and diluted EPS for the fourth quarter and full year 2025. The company also forecast fiscal 2026 net sales growth of about 4% and adjusted diluted EPS of $0.82 to $0.86, an increase of about 6% to 12%.
Q4 2025 net income rose 25% to $68.4 million; diluted EPS rose 24% to $0.31
Q4 adjusted diluted EPS rose 7.4% to $0.29; adjusted EBITDA rose 4% to $102.9 million
Full-year 2025 net sales rose 7% to $1,122.2 million; net income rose 28% to $151.6 million
2026 outlook: net sales up about 4% and adjusted diluted EPS of $0.82 to $0.86
Photronics reported first quarter fiscal 2026 results for the quarter ended February 1, 2026, with revenue of $225.1 million, up 6.1% from a year earlier, and GAAP diluted earnings of $0.74 per share compared with $0.68 a year earlier. The company guided second-quarter revenue to $212 million to $220 million and non-GAAP diluted EPS to $0.49 to $0.55, both below first-quarter levels, which shareholders may weigh against the year-over-year gains.
Revenue was $225.1 million, up 6.1% year over year from $212.1 million and up 4.3% from the fourth quarter of 2025.
GAAP diluted EPS was $0.74 versus $0.68 a year earlier; non-GAAP diluted EPS was $0.61 versus $0.52.
Q2 fiscal 2026 guidance: revenue of $212 million to $220 million and non-GAAP diluted EPS of $0.49 to $0.55.
Cash, cash equivalents and short-term investments were $636.9 million at quarter end; a conference call is set for February 27, 2026 at 8:30 a.m. Eastern.
United Therapeutics reported fourth quarter and full year 2025 results, with full year revenue rising 11% to a record $3.18 billion. Fourth quarter revenue was $790.2 million, up from $735.9 million a year earlier, and diluted earnings per share were $7.70 versus $6.19. The filing shows growth in both the quarter and the year, though it does not include new financial guidance.
Q4 2025 total revenues were $790.2 million, up 7% from $735.9 million in Q4 2024.
Full year 2025 net income was $1,334.7 million, or $27.86 per diluted share, compared with $1,195.1 million, or $24.64 per diluted share, in 2024.
Tyvaso DPI revenues rose 25% for the full year to $1,292.5 million, while Nebulized Tyvaso revenues were roughly flat at $585.7 million.
Cash, cash equivalents, and marketable investments were $4,697.0 million at December 31, 2025.
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