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).
CooperCompanies reported fiscal first-quarter 2026 revenue of $1.024 billion, up 6% from a year earlier and up 3% organically, with GAAP diluted EPS of $0.66 versus $0.52. The company also raised its fiscal 2026 non-GAAP EPS and free cash flow guidance, which matters to shareholders because it points to higher expected earnings and cash generation for the full year.
Q1 revenue of $1.024 billion, up 6% reported and 3% organic; CooperVision $695.1 million and CooperSurgical $329.0 million
GAAP diluted EPS of $0.66 versus $0.52; non-GAAP diluted EPS of $1.10 versus $0.92
Fiscal 2026 guidance: non-GAAP diluted EPS of $4.58 to $4.66, free cash flow of $600 million to $625 million, revenue of $4.306 billion to $4.346 billion
Repurchased $92.5 million of common stock in the quarter; $873.9 million of authorization remains
Costco reported results for the second quarter of fiscal 2026, ended February 15, 2026, and sales for the four weeks ended March 1, 2026. Net sales rose 9.1% and net income rose to $2,035 million, or $4.58 per diluted share, up from $4.02 a year earlier, so both headline measures improved for shareholders.
Q2 net sales were $68.24 billion, up 9.1% from $62.53 billion a year earlier.
Q2 net income was $2,035 million, or $4.58 per diluted share, compared with $1,788 million, or $4.02, last year.
Total company comparable sales rose 7.4%, or 6.7% excluding gasoline prices and foreign exchange.
February net sales were $21.69 billion, up 9.5% from $19.81 billion, for the four weeks ended March 1, 2026.
Quanex reported first quarter fiscal 2026 results for the three months ended January 31, 2026, with net sales up 2.3% to $409.1 million and a narrower net loss of $4.1 million. Adjusted diluted EPS fell to a loss of $0.01 from earnings of $0.19 a year earlier, and Adjusted EBITDA declined to $27.4 million from $38.5 million. The company also issued fiscal 2026 guidance of $1.84 billion to $1.87 billion in net sales and $240 million to $245 million in Adjusted EBITDA, and said it expects to be a net borrower in the first half of the year.
Net sales rose to $409.1 million from $400.0 million, mainly due to foreign exchange translation and pass-through of tariffs.
Net loss narrowed to $4.1 million, or $0.09 per diluted share, from $14.9 million, or $0.32 per diluted share, a year earlier.
Adjusted EBITDA fell to $27.4 million from $38.5 million, and Adjusted EBITDA margin was 6.7% versus 9.6%.
Fiscal 2026 guidance calls for net sales of $1.84 billion to $1.87 billion and Adjusted EBITDA of $240 million to $245 million, with the first half expected to be more challenging than the first half of 2025.
Gap reported fourth-quarter net sales of $4.2 billion, up 2%, but diluted earnings per share fell to $0.45 from $0.54 and operating income fell to $229 million from $259 million. For fiscal 2025, diluted EPS was $2.13 versus $2.20, and the board authorized a new $1 billion share repurchase with no expiration date, which supersedes the prior program.
Q4 net sales $4.2 billion, up 2%; comparable sales up 3%; Q4 diluted EPS $0.45 versus $0.54 a year earlier.
Fiscal 2025 net sales $15.4 billion, up 2%; diluted EPS $2.13 versus $2.20.
Fiscal 2026 adjusted diluted EPS outlook of approximately $2.20 to $2.35, excluding a $313 million expected legal settlement gain and a $50 million charitable contribution.
New $1 billion share repurchase authorization; first quarter fiscal 2026 dividend of $0.175 per share, about 6% above the prior quarter.
Atea Pharmaceuticals reported a fourth-quarter 2025 net loss of $44.9 million, or $0.57 per share, up from $33.5 million, or $0.40 per share, a year earlier. For the full year, the net loss narrowed to $158.3 million, or $1.94 per share, from $168.4 million, or $2.00 per share. Cash and investments fell to $301.8 million at December 31, 2025, from $454.7 million, and the filing gives no revenue figure.
Q4 2025 research and development expenses rose to $47.8 million from $25.7 million, partly due to HCV Phase 3 spending and a milestone under the Merck License Agreement.
Full-year 2025 general and administrative expenses fell to $32.9 million from $48.8 million, mainly on lower stock-based compensation.
Income tax benefits of $6.8 million in Q4 and $6.2 million for the full year were primarily from recognition of previously unrecognized tax benefits.
C-BEYOND topline results are expected mid-2026 and C-FORWARD topline results around year-end 2026.
Samsara reported fourth-quarter fiscal 2026 revenue of $444.3 million, up 28% year over year, and GAAP earnings of $0.04 per share, its second straight quarter of GAAP profitability. For the full fiscal year, revenue was $1.6 billion, up 30%, and the GAAP net loss narrowed to $9.1 million from $154.9 million. The company guided fiscal 2027 revenue to $1.965 billion to $1.975 billion, implying 21% to 22% growth.
Q4 revenue $444.3 million, up 28% year over year; ending ARR $1.890 billion, up 30%
Q4 GAAP EPS $0.04, versus a loss of $0.02 a year earlier; GAAP operating income $9.0 million versus a $18.4 million loss
Fiscal 2027 outlook: revenue $1.965 billion to $1.975 billion; non-GAAP EPS $0.65 to $0.69; Q1 revenue $454 million to $456 million
Guidewire reported unaudited results for the fiscal second quarter ended January 31, 2026, with total revenue of $359.1 million, up 24% from a year earlier, and GAAP net income of $60.1 million, compared with a net loss of $37.3 million a year earlier. The company raised its fiscal 2026 outlook across the board, including total revenue of $1,438 million to $1,448 million.
Q2 GAAP diluted earnings per share were $0.70, versus a loss of $0.45 a year earlier; non-GAAP diluted EPS was $1.17, versus $0.51.
Subscription and support revenue rose 33% to $237.2 million, while license revenue fell 7% to $59.5 million.
Annual recurring revenue was $1,121 million at January 31, 2026, up from $1,041 million at July 31, 2025.
Fiscal 2026 updated outlook: total revenue of $1,438 million to $1,448 million and GAAP operating income of $100 million to $110 million.
Marvell reported fourth-quarter fiscal 2026 net revenue of $2.219 billion, up 22% from a year earlier and $19.0 million above the midpoint of its December 2, 2025 guidance. GAAP diluted EPS was $0.46 and non-GAAP diluted EPS was $0.80, compared with $0.23 and $0.60 a year earlier. For the first quarter of fiscal 2027, the company expects revenue of $2.400 billion, plus or minus 5%, and non-GAAP diluted EPS of $0.79, plus or minus $0.05, including the expected results of the Celestial AI and XConn Technologies acquisitions.
Q4 fiscal 2026 net revenue was $2.219 billion, up 22% year over year; data center revenue was $1.651 billion, up 21%.
Fiscal 2026 net revenue was $8.195 billion, up 42%, and GAAP diluted EPS was $3.07 versus a loss of $1.02 in fiscal 2025.
Q4 GAAP net income was $396.1 million, down from $1.90 billion in the prior quarter, which included a $1.83 billion gain on sale of a business.
Q1 fiscal 2027 outlook: revenue $2.400 billion plus or minus 5%; non-GAAP diluted EPS $0.79 plus or minus $0.05; GAAP diluted EPS $0.31 plus or minus $0.05.
Pattern Group reported fourth-quarter 2025 revenue of $723 million, up 40% year over year, and net income of $29 million with diluted EPS of $0.16. For the full year, net income fell to $16 million from $68 million, and the loss attributable to common stockholders was $156.6 million, or $1.36 per share, after $172.9 million in adjustments. The board also authorized a repurchase program of up to $100 million of Series A common stock.
Q4 2025 revenue of $723 million, up 40%, and diluted EPS of $0.16 versus $0.13 a year earlier
Full-year 2025 net income of $16 million, including $104 million in share-based compensation and related taxes, versus $68 million in 2024
2026 guidance: full-year revenue of $3,120 million to $3,160 million and Adjusted EBITDA of $180 million to $182 million
$100 million share repurchase program authorized March 2, 2026, with no expiration date and no obligation to buy
Wiley reported third-quarter fiscal 2026 results for the quarter ended January 31, 2026, with revenue of $410 million, up 1% as reported and flat at constant currency, and GAAP diluted EPS of $0.56 compared with a loss of $0.43 a year earlier. The company now expects to reach the high end of its fiscal 2026 range for Adjusted EBITDA margin and Adjusted EPS, and it reaffirmed its revenue and free cash flow outlook. Shareholders also received higher capital returns, with $35 million of share repurchases in the quarter and a full-year repurchase target of $100 million.
Revenue of $410 million, up 1% as reported; Adjusted EPS of $0.97 compared with $0.84 a year earlier
Operating income of $62.8 million, up 21%; net income of $29.7 million compared with a net loss of $23.0 million
Fiscal 2026 Adjusted EPS outlook of $3.90 to $4.35, guided to the high end of the range; Adjusted EBITDA margin outlook of 25.5% to 26.5%, also high end
Free cash flow less product development spending of $55.5 million for the nine months; full-year free cash flow outlook of approximately $200 million reaffirmed
Victoria's Secret & Co. reported fourth quarter 2025 net sales of $2.270 billion, up 8%, and adjusted operating income of $316 million, both above its previously communicated guidance. GAAP operating income fell to $229 million from $268 million, and GAAP net income per diluted share was $2.14 versus $2.33, reflecting a $119.6 million Adore Me impairment charge. The company also issued first quarter and fiscal 2026 guidance and said it has begun a strategic review of DailyLook.
Q4 2025 net sales were $2.270 billion, up 8% from $2.106 billion, above the $2.170 billion to $2.200 billion guidance range.
Q4 2025 adjusted operating income was $316 million and adjusted EPS was $2.77, both above guidance; GAAP operating income was $229 million and GAAP EPS was $2.14.
Fiscal 2026 guidance calls for net sales of $6.850 billion to $6.950 billion and operating income of $430 million to $460 million.
The company initiated a strategic review of DailyLook, a non-core asset acquired through the Adore Me transaction in December 2022.
BJ's Wholesale Club reported fourth-quarter and fiscal 2025 results on March 5, 2026, with net sales up 5.5% to $5.45 billion and diluted EPS of $0.96, up from $0.92. The company also guided fiscal 2026 adjusted EPS to $4.40 to $4.60, compared with adjusted EPS of $4.40 for fiscal 2025, and projected capital expenditures of approximately $800 million.
Q4 net sales rose 5.5% year-over-year to $5.45 billion; membership fee income rose 10.9% to $129.8 million
Q4 operating income was $178.1 million, down 0.2% from $178.4 million a year earlier
Fiscal 2025 net income rose 8.2% to $578.4 million, with diluted EPS of $4.38 versus $4.00
Fiscal 2026 guidance: comparable club sales excluding gasoline up 2.0% to 3.0%, adjusted EPS $4.40 to $4.60, capital expenditures about $800 million
Kroger reported fourth quarter 2025 EPS of $1.35, up from $0.90 a year earlier, with sales of $34.7 billion and identical sales without fuel up 2.4%. For full-year 2025, GAAP EPS fell to $1.54 from $3.67 because of a $2.5 billion impairment and related charge for its automated fulfillment network, while adjusted EPS rose to $4.85 from $4.47. The company also guided 2026 adjusted EPS to $5.10 to $5.30 and expects to complete an additional $2 billion share repurchase by the end of fiscal 2026.
Q4 2025 operating profit was $1,246 million versus $912 million; adjusted EPS was $1.28 versus $1.14
Full-year 2025 GAAP EPS of $1.54 includes a $2.91 per diluted share loss from the $2.5 billion fulfillment network charge
2026 guidance: identical sales without fuel up 1.0% to 2.0%, adjusted FIFO operating profit $5.0 to $5.2 billion, free cash flow $2.7 to $2.9 billion
Board approved an additional $2 billion share repurchase authorization in December 2025, to be completed by end of fiscal 2026
Burlington Stores reported fourth-quarter fiscal 2025 total sales up 11% to $3.64 billion, with comparable store sales up 4%, and net income of $310 million, or $4.84 per diluted share, versus $4.02 a year earlier. The company also forecast fiscal 2026 adjusted EPS of $10.95 to $11.45, compared with $10.17 in fiscal 2025, which signals growth expectations for shareholders.
Q4 total sales rose 11% to $3.64 billion; comparable store sales rose 4%.
Q4 net income was $310 million, or $4.84 per diluted share, vs. $261 million, or $4.02, a year earlier.
Fiscal 2026 outlook: total sales up 8% to 10% and adjusted EPS of $10.95 to $11.45, vs. $10.17 in fiscal 2025.
First-quarter fiscal 2026 outlook: adjusted EPS of $1.60 to $1.75, vs. $1.67 in the prior-year quarter.
Liquidia reported full-year 2025 total revenue of $158.3 million, up from $14.0 million in 2024, as YUTREPIA launched in June 2025. The net loss narrowed to $68.9 million, or $0.80 per share, from $128.3 million, or $1.63 per share, and the company posted its second consecutive quarter of net income, $14.6 million in the fourth quarter.
YUTREPIA net product sales were $148.3 million for 2025, including $90.1 million in the fourth quarter.
Fourth-quarter 2025 net income was $14.6 million, compared with a net loss of $38.5 million in the fourth quarter of 2024.
Selling, general and administrative expenses rose to $157.2 million from $81.6 million in 2024.
Cash and cash equivalents were $190.7 million at December 31, 2025, compared with $176.5 million a year earlier.
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.