Every material Form 8-K WEX filed with the SEC in 2026, 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). Newest first; each brief links to its own page and to the filing on SEC.gov.
WEX reported third-quarter 2026 results on October 28, 2026, with revenue of $780.1 million, up 12.8%, and both GAAP and adjusted diluted earnings per share higher than a year earlier. The company raised its full-year 2026 revenue and adjusted earnings per share guidance and repurchased about $200 million of shares in the quarter. Operating cash flow was negative $11.2 million in the quarter, compared with $376.6 million provided a year earlier, which shareholders may weigh against the higher earnings.
Q3 2026 revenue of $780.1 million rose 12.8%; GAAP diluted EPS of $3.88 rose 68.7% and adjusted diluted EPS of $6.13 rose 33.6%.
Full-year 2026 adjusted EPS guidance was raised to $21.28 to $21.48 from $19.68 to $20.08; revenue guidance was raised to $2.97 billion to $2.99 billion from $2.86 billion to $2.90 billion.
Net cash used for operating activities was $11.2 million in Q3 2026, compared with $376.6 million provided in Q3 2025.
Share repurchases were about $200 million in Q3 2026, with an additional $75 million through October 26.
WEX reported second-quarter 2026 revenue of $753.5 million, up 14.2%, and GAAP diluted earnings of $3.11 per share, up 57.1%. The company raised its full-year 2026 revenue and adjusted net income guidance, and said it bought back about $60 million of shares in the quarter. Operating cash flow was negative $77.6 million for the quarter, compared with $264.6 million provided a year earlier, which the company attributed mainly to higher domestic fuel prices affecting receivable balances.
Q2 2026 adjusted diluted EPS was $5.35, up 35.4%; GAAP diluted EPS was $3.11, up 57.1%.
Full-year 2026 revenue guidance raised to $2.86 billion to $2.90 billion, from $2.82 billion to $2.88 billion.
Full-year 2026 adjusted diluted EPS guidance raised to $19.68 to $20.08, from $18.95 to $19.55.
Share repurchases of about $60 million in Q2 and an additional $33 million through July 20, 2026.
WEX entered a cooperation agreement with Impactive Capital Master Fund LP on May 3, 2026. The Board will expand to 11 directors, nominate Kurt Adams, Ellen Alemany and Lauren Taylor Wolfe, and separate the Chair and CEO roles after the annual meeting, while the meeting is postponed from May 5 to May 14, 2026. The changes alter the board's composition and governance, and shareholders who already voted on Impactive's white proxy card must submit new voting instructions.
Cooperation Agreement with Impactive Capital Master Fund LP dated May 3, 2026; Impactive will withdraw its nomination notice.
Board to be set at 11 directors as of the 2026 annual meeting, including new nominees Kurt Adams, Ellen Alemany and Lauren Taylor Wolfe.
Annual meeting postponed from May 5, 2026 to May 14, 2026; the record date is unchanged.
Chair and CEO roles to be separated after the annual meeting; Melissa Smith will continue as CEO and President.
WEX reported first-quarter 2026 revenue of $673.8 million, up 5.8%, and adjusted net income of $145.3 million, or $4.15 per diluted share, up 18.2%. The company raised its full-year 2026 revenue guidance to $2.82 billion to $2.88 billion and its adjusted EPS guidance to $18.95 to $19.55 per diluted share, which signals higher expected results for shareholders.
Q1 2026 revenue of $673.8 million, up 5.8%; GAAP net income of $77.7 million, or $2.22 per diluted share, up 22.7%
Full-year 2026 revenue guidance raised to $2.82 billion to $2.88 billion; adjusted EPS guidance of $18.95 to $19.55
Second-quarter 2026 guidance: revenue of $727 million to $747 million and adjusted EPS of $4.93 to $5.13
Net cash used for operating activities was $330.8 million, compared with $481.6 million a year earlier; adjusted free cash flow was $49.5 million, compared with $16.2 million
WEX reported fourth-quarter and full-year 2025 results on February 4, 2026. Q4 revenue rose 5.7% to $672.9 million and GAAP diluted EPS rose to $2.41 from $1.60, while full-year revenue grew 1.2% to $2.66 billion and full-year adjusted EPS rose 5.4% to $16.10. The company guided 2026 full-year adjusted EPS to $17.25 to $17.85, above the 2025 level, but Q4 operating cash flow fell to $294.7 million from $638.4 million.
Q4 2025 revenue of $672.9 million, up 5.7%; Q4 adjusted net income of $143.7 million, or $4.11 per diluted share, up 15.1%
Full-year 2025 GAAP net income of $304.1 million, down from $309.6 million; diluted EPS of $8.47 versus $7.50
Q1 2026 guidance: revenue of $650 million to $670 million and adjusted EPS of $3.80 to $4.00
Full-year 2026 guidance: revenue of $2.70 billion to $2.76 billion and adjusted EPS of $17.25 to $17.85
WEX said directors Shikhar Ghosh and Jack VanWoerkom will retire from the board at the 2026 Annual Meeting of Stockholders and will not stand for re-election, and that the board will shrink from twelve seats to ten. David Foss, a director since November, will become Vice Chair and Lead Independent Director, and the company said neither retirement stemmed from a disagreement over operations, policies or practices. The filing includes a press release with a preview of fourth-quarter results, but it gives no figures and says only that the company closed the year with a strong quarter.
Ghosh and VanWoerkom retire effective at the 2026 Annual Meeting of Stockholders
Board seats reduced from 12 to 10 effective at the Annual Meeting
David Foss to become Vice Chair and Lead Independent Director; he joined the board in November
Press release previews fourth-quarter results in general terms only, with no specific figures given
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every WEX filing is on SEC EDGAR ↗. 8-K briefs of other companies →