815 material Form 8-K filings that 659 companies we cover made with the SEC in March 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).
American Eagle Outfitters reported fourth-quarter fiscal 2025 net revenue of $1.8 billion, up 10%, and a record holiday period. GAAP diluted earnings per share fell to $0.50 from $0.54 after $84 million of impairment and restructuring charges, while adjusted diluted EPS rose to $0.84 from $0.54. The company also guided fiscal 2026 operating income to $390 million to $410 million.
Q4 net revenue of $1.8 billion rose 10%; total comparable sales rose 8%, with Aerie up 23% and American Eagle up 2%.
Q4 GAAP operating profit was $96 million, including $84 million of impairment and restructuring charges tied to the exit from Quiet Platform, store impairments and corporate restructuring.
Fiscal 2025 GAAP diluted EPS was $1.09 versus $1.68 a year earlier; adjusted diluted EPS was $1.50 versus $1.74.
Fiscal 2026 operating income guidance is $390 million to $410 million; 2026 capital expenditures are expected at $250 million to $260 million.
Cracker Barrel reported fiscal 2026 second-quarter revenue of $874.8 million, down 7.9% from the prior year quarter, with GAAP diluted EPS of $0.06 versus $0.99 a year earlier. The company narrowed its fiscal 2026 outlook, with adjusted EBITDA now expected at $85 million to $100 million, compared with the previous $70 million to $110 million range.
Q2 total revenue $874.8 million, down 7.9%; comparable store restaurant sales down 7.1% and comparable store retail sales down 9.2%
GAAP diluted EPS $0.06 vs. $0.99; adjusted diluted EPS $0.25 vs. $1.38; GAAP net income $1.3 million vs. $22.2 million
Fiscal 2026 outlook: revenue $3.24 billion to $3.27 billion (previously $3.2 billion to $3.3 billion); adjusted EBITDA $85 million to $100 million (previously $70 million to $110 million)
Expects a net cash benefit of about $46 million in the third quarter from settlement of certain litigation; quarterly dividend of $0.25 per share payable May 13, 2026
Ooma reported fiscal fourth-quarter 2026 revenue of $74.6 million, up 15% year over year, and GAAP net income of $4.0 million, or $0.14 per diluted share, compared with a net loss of $0.3 million a year earlier. The company also gave first-quarter and full fiscal 2027 revenue and profit ranges, and the December 2025 acquisitions of FluentStream and Phone.com contributed $6.1 million of Q4 revenue. Shareholders get a clearer view of results and outlook, though the GAAP profit includes a $2.5 million tax benefit.
Q4 fiscal 2026 revenue was $74.6 million, up 15%; the FluentStream and Phone.com acquisitions contributed $6.1 million.
GAAP net income was $4.0 million, or $0.14 per diluted share, versus a net loss of $0.3 million, or $0.01 per share, a year earlier; it includes a $2.5 million tax benefit.
Non-GAAP net income was $9.4 million, or $0.34 per diluted share, versus $5.8 million, or $0.21, a year earlier.
Fiscal 2027 outlook: total revenue of $321 million to $325 million and GAAP net income of $9.3 million to $10.8 million; Q1 fiscal 2027 revenue of $79.6 million to $80.4 million.
Broadcom reported first-quarter fiscal 2026 revenue of $19.3 billion, up 29% from a year earlier, with GAAP diluted EPS of $1.50 versus $1.14 and non-GAAP diluted EPS of $2.05 versus $1.60. It guided second-quarter revenue to about $22.0 billion, up 47% year over year, and announced a $0.65 quarterly dividend and a new $10 billion share repurchase program, which together signal continued revenue growth and plans to return cash to shareholders.
Q1 AI semiconductor revenue was $8.4 billion, up 106% year over year, per CEO Hock Tan
GAAP net income was $7.3 billion, up 34% from $5.5 billion; non-GAAP net income was $10.2 billion
Quarterly dividend of $0.65 per share is payable March 31, 2026, to holders of record on March 23, 2026
New $10 billion share repurchase program runs through December 31, 2026
Okta reported fourth-quarter fiscal 2026 revenue of $761 million, up 11% year over year, and GAAP diluted earnings of $0.35 per share versus $0.13 a year earlier. The company set fiscal 2027 revenue guidance of $3.170 billion to $3.190 billion, which represents 9% growth, below the 12% growth reported for fiscal 2026.
Q4 GAAP net income was $63 million, or $0.35 per diluted share, compared with $23 million, or $0.13, a year earlier
Q4 non-GAAP diluted net income per share was $0.90, compared with $0.78 a year earlier
Fiscal 2027 non-GAAP diluted EPS guidance is $3.74 to $3.82, based on a non-GAAP tax rate of 21%, down from 26%
Q1 fiscal 2027 total revenue guidance is $749 million to $753 million, representing 9% growth
Grocery Outlet reported a fourth-quarter fiscal 2025 net loss of $218.2 million, or $(2.22) per diluted share, compared with net income of $2.3 million a year earlier, after $149.0 million of goodwill impairment and $110.2 million of long-lived asset impairment. Net sales rose 10.7% to $1.22 billion, although comparable store sales fell 0.8%, and the company's board adopted a plan on March 2, 2026 to close 36 underperforming stores. Fiscal 2026 guidance calls for adjusted EBITDA of $220 million to $235 million and diluted adjusted earnings per share of $0.45 to $0.55, versus $0.76 in fiscal 2025.
Q4 net sales rose 10.7% to $1.22 billion, including $82.4 million from the 53rd week; comparable store sales declined 0.8%.
Q4 net loss was $218.2 million, or $(2.22) per diluted share, versus net income of $2.3 million, or $0.02, a year earlier.
Board adopted the Optimization Plan on March 2, 2026 to close 36 stores; estimated fiscal 2026 net restructuring charges are $14 million to $25 million.
Fiscal 2026 outlook: net sales of $4.60 billion to $4.72 billion and adjusted EBITDA of $220 million to $235 million.
National Presto reported 2025 net sales of $503.5 million, up from $388.2 million in 2024, driven by its Defense segment. Net earnings fell 20.2% to $33.1 million ($4.63 per share) from $41.5 million ($5.82 per share), as the Housewares/Small Appliance segment posted a significant operating loss tied to tariffs and a capital loss from a supplier bankruptcy. Vice President of Engineering Jeff Morgan will also retire on April 30, 2026.
Net sales rose to $503.5 million from $388.2 million; Defense sales increased $121.9 million, or 42.9%
Net earnings declined to $33.1 million ($4.63 per share) from $41.5 million ($5.82 per share)
Housewares/Small Appliance net revenue fell $7.2 million, or 7.0%, and the segment reported a significant operating loss
Jeff Morgan will retire as Vice President of Engineering and resign his officer position effective April 30, 2026; the 2026 regular dividend is $1.00 per share with no extra dividend
Veeva reported fourth-quarter fiscal 2026 revenue of $836.0 million, up 16% year over year, with GAAP diluted net income per share of $1.45 versus $1.18 a year earlier. The company also issued fiscal 2027 revenue guidance of $3,585 million to $3,600 million and non-GAAP diluted EPS of about $8.85. The filing does not state prior full-year guidance, so it does not say whether the new outlook is higher or lower than before.
Q4 total revenue $836.0 million, up from $720.9 million; GAAP operating income $245.9 million, up 30%
Q4 GAAP diluted EPS $1.45 vs $1.18; non-GAAP diluted EPS $2.06 vs $1.74
Fiscal 2027 revenue guidance $3,585 million to $3,600 million; non-GAAP operating income about $1,590 million
Q1 fiscal 2027 (ending April 30, 2026) revenue guidance $855 million to $858 million
Brown-Forman reported third-quarter fiscal 2026 results for the period ended January 31, 2026. Quarterly net sales and diluted earnings per share rose, but nine-month net sales and earnings per share declined, and the company reaffirmed its fiscal 2026 outlook for organic sales and operating income to decline in the low-single digits.
Third quarter: net sales rose 2% to $1.1 billion, operating income rose 21% to $340 million, and diluted EPS rose 1% to $0.58.
Nine months: net sales fell 2% to $3.0 billion, operating income was flat at $905 million, and diluted EPS fell 8% to $1.41.
Fiscal 2026 outlook reiterated for organic net sales and organic operating income declines in the low-single digit range; forecast effective tax rate updated to 19% to 21% from 21% to 23%.
Abercrombie & Fitch reported unaudited results for the fourth quarter and fiscal year ended January 31, 2026. Fourth-quarter net sales rose 5% to $1.67 billion and diluted EPS rose to $3.68 from $3.57, while operating margin fell to 14.1% from 16.2%. For the full year, net sales rose 6% to $5.27 billion, but diluted EPS fell to $10.46 from $10.69, or $9.86 excluding a one-time litigation settlement gain, and the company guided fiscal 2026 EPS to $10.20 to $11.00.
Q4 net sales $1.67 billion, up 5%; comparable sales up 1%; operating income $236 million vs. $256 million a year earlier
Full-year net sales $5.27 billion, up 6%; GAAP diluted EPS $10.46 and adjusted $9.86, vs. $10.69 in fiscal 2024
Full-year operating margin 13.3% reported and 12.5% adjusted, vs. 15.0% a year earlier
Fiscal 2026 outlook: net sales growth 3% to 5%, operating margin 12.0% to 12.5%, EPS $10.20 to $11.00, including a 15% tariff assumption
Bath & Body Works reported fourth-quarter 2025 net sales of $2,724 million, down 2%, and diluted EPS of $1.99 versus $2.09 a year earlier. It guided fiscal 2026 net sales down 4.5% to 2.5% and adjusted diluted EPS of $2.40 to $2.65, compared with adjusted EPS of $3.21 in 2025, which signals lower profit for shareholders.
Q4 2025 net sales were $2,724 million, down from $2,788 million; operating income was $599 million versus $678 million.
Q4 2025 diluted EPS was $1.99 ($2.05 adjusted), compared with $2.09 a year earlier.
Full-year 2026 guidance: net sales down 4.5% to 2.5%; adjusted diluted EPS of $2.40 to $2.65, compared with $3.21 in 2025.
Company expects free cash flow of approximately $600 million in fiscal 2026 and assumes no share repurchases.
Dycom reported record fourth-quarter contract revenues of $1.458 billion, up 34.4%, and full-year revenue of $5.546 billion, up 17.9%, with the Power Solutions acquisition contributing. Fourth-quarter GAAP net income fell to $16.3 million, or $0.55 per diluted share, after transaction-related costs, while adjusted diluted EPS rose to $2.03 and the company guided fiscal 2027 contract revenues to $6.85 billion to $7.15 billion.
Q4 contract revenues $1.458 billion, up 34.4%, or 16.6% organically; Q4 net income $16.3 million vs. $32.7 million a year earlier
Full-year net income $281.2 million, up 20.5%; diluted EPS $9.56 vs. $7.92
Power Solutions, LLC acquisition completed December 23, 2025; Q4 acquisition and integration costs $18.8 million
Fiscal 2027 outlook: contract revenues $6.85 billion to $7.15 billion; Q1 fiscal 2027 adjusted EBITDA $202 million to $218 million
National Vision reported fourth-quarter 2025 net revenue of $503.4 million, up 15.1%, and income from continuing operations of $3.3 million, compared with a $29.4 million loss a year earlier. For fiscal 2025, net income from continuing operations was $29.6 million, and the company issued fiscal 2026 guidance including adjusted diluted EPS of $0.85 to $1.09. The board also authorized up to $50 million in share repurchases effective March 2, 2026.
Q4 2025 net revenue was $503.4 million, up 15.1%; the 53rd week added $35.6 million.
Q4 diluted EPS from continuing operations was $0.04, compared with $(0.37) a year earlier.
Fiscal 2026 outlook: net revenue of $2.033 billion to $2.091 billion and adjusted diluted EPS of $0.85 to $1.09.
Board authorized up to $50 million in share repurchases effective March 2, 2026, running until December 28, 2030.
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.