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).
Lennar reported first-quarter 2026 results for the period ended February 28, 2026, with net earnings attributable to Lennar of $229 million, or $0.93 per diluted share, down from $520 million, or $1.96 per diluted share, a year earlier. Total revenues were $6.6 billion, compared with $7.6 billion, as home deliveries fell 5% and the average sales price dropped to $374,000 from $408,000. The company also gave second-quarter 2026 delivery and margin guidance.
Net earnings $229 million, or $0.93 per diluted share, versus $520 million, or $1.96, in Q1 2025
Total revenues $6.6 billion versus $7.6 billion; gross margin on home sales 15.2% versus 18.7%
Q2 2026 guidance: 20,000 to 21,000 deliveries and gross margin of 15.5% to 16.0%
Repurchased 2 million shares for $237 million during the quarter
Rubrik reported fourth-quarter and fiscal 2026 results for the period ended January 31, 2026, with total revenue up 46% year-over-year to $377.7 million and GAAP net loss per share narrowing to $(0.43) from $(0.61). The company also gave fiscal 2027 guidance, including full-year revenue of $1,597 million to $1,607 million, which shareholders can compare with future results.
Q4 fiscal 2026 total revenue was $377.7 million, up 46% from $258.1 million; subscription ARR grew 34% to $1.46 billion
GAAP net loss per share was $(0.43) versus $(0.61) a year earlier; Q4 free cash flow was $70.1 million versus $75.2 million
Fiscal 2027 guidance: Q1 revenue of $365 million to $367 million; full-year revenue of $1,597 million to $1,607 million and free cash flow of $265 million to $275 million
Ulta Beauty reported fourth-quarter net sales of $3.9 billion, up 11.8% from a year earlier, but diluted EPS fell to $8.01 from $8.46 as operating margin declined to 12.2% from 14.8%. The company also guided fiscal 2026 to net sales growth of 6% to 7% and diluted EPS of $28.05 to $28.55, which compares with $25.64 in fiscal 2025.
Q4 net sales rose 11.8% to $3.9 billion; comparable sales rose 5.8%.
Q4 diluted EPS was $8.01 versus $8.46 a year earlier; operating margin was 12.2% versus 14.8%.
Fiscal 2026 outlook: net sales growth of 6% to 7%, operating income growth of 6% to 9%, diluted EPS of $28.05 to $28.55.
Fiscal 2025 diluted EPS was $25.64; the company repurchased shares worth $890.5 million during the year.
ServiceTitan reported fiscal fourth quarter 2026 revenue of $254.0 million, up 21% from a year earlier, and a GAAP loss from operations of $42.7 million, compared with $99.9 million in the prior-year quarter. For the full fiscal year 2026, total revenue was $961.0 million, up 24%. The company also gave fiscal 2027 guidance of $1,110 million to $1,120 million in total revenue and $128 million to $133 million in non-GAAP income from operations.
Q4 fiscal 2026 total revenue was $254.0 million, up 21% from $209.3 million; platform revenue was $245.1 million, up 23%.
GAAP loss from operations narrowed to $42.7 million from $99.9 million; non-GAAP income from operations rose to $27.1 million from $6.9 million.
Full fiscal 2026 GAAP loss from operations was $169.2 million, versus $230.0 million in fiscal 2025; full-year non-GAAP free cash flow was $85.1 million.
Fiscal 2027 guidance: total revenue of $1,110 million to $1,120 million and non-GAAP income from operations of $128 million to $133 million for the full year.
Income Opportunity Realty Investors reported results for the quarter ended December 31, 2025, with net income of $1.0 million, or $0.25 per diluted share, down from $1.1 million, or $0.27 per share, a year earlier. The company said the decline reflects lower interest income, partly offset by higher advisory fees, and full-year 2025 net income also fell to $4.0 million ($0.98 per share) from $4.7 million ($1.14 per share).
Q4 2025 net income: $1.0 million, or $0.25 per diluted share, versus $1.1 million, or $0.27 per share, in Q4 2024
Q4 2025 interest income from related parties: $1.3 million, versus $1.5 million in Q4 2024
Full-year 2025 net income: $4.0 million ($0.98 per share), versus $4.7 million ($1.14 per share) in 2024
Transcontinental Realty Investors reported net income attributable to common shares of $8.3 million, or $0.97 per diluted share, for the quarter ended December 31, 2025, up from $0.1 million, or $0.01 per share, a year earlier. The company said the increase was mainly due to a $12.7 million rise in gain on sale of assets, tied to the October 2025 sale of Villas at Bon Secour, while its net operating loss widened to $3.5 million from $1.7 million.
Net income attributable to common shares was $8.3 million, or $0.97 per diluted share, versus $0.1 million, or $0.01 per share, in Q4 2024.
Revenue rose $0.3 million to $12.1 million, driven by commercial properties, including higher occupancy at Stanford Center.
Net operating loss increased $1.8 million to $3.5 million, mainly from higher costs at lease-up properties.
On October 10, 2025, the company sold Villas at Bon Secour for $28.0 million, recording a $12.2 million gain; stabilized occupancy was 81% at December 31, 2025.
American Realty Investors reported net income attributable to common shares of $9.8 million, or $0.60 per diluted share, for the three months ended December 31, 2025, compared with a net loss of $0.2 million, or $0.01 per share, a year earlier. The swing was driven mainly by a $15.0 million increase in gains on sale of assets, including the October 2025 sale of Villas at Bon Secour, while the net operating loss widened.
Total revenue rose to $13.0 million from $12.0 million year over year.
Net operating loss widened to $3.0 million from $1.8 million, as operating expenses increased $2.1 million.
Gain on real estate transactions was $14.4 million, versus a loss of $0.6 million a year earlier.
Total stabilized occupancy was 81% at December 31, 2025: 93% multifamily and 59% commercial.
G-III Apparel reported a fourth-quarter fiscal 2026 net loss of $31.9 million, or $0.76 per share, compared with net income of $48.8 million a year earlier, after $45.0 million of after-tax asset impairment charges. For the full year, net sales fell 7.0% to $2.96 billion and GAAP diluted EPS was $1.51, down from $4.20, while the company guided to fiscal 2027 net income of $88.0 million to $92.0 million, or $2.00 to $2.10 per diluted share, on expected net sales of about $2.71 billion.
Q4 fiscal 2026 net sales fell 8.1% to $771.5 million; non-GAAP EPS was $0.30 versus $1.27 a year earlier, including $17.5 million of bad debt expense tied to the Saks Global bankruptcy.
Fiscal 2026 net income was $67.4 million versus $193.6 million in fiscal 2025; non-GAAP EPS was $2.61 versus $4.42.
Fiscal 2027 outlook assumes about $470 million of lost sales from Calvin Klein and Tommy Hilfiger products; first-quarter net loss is expected to be $13.0 million to $18.0 million.
Year-end cash was $406.7 million, and the company returned $54.0 million to shareholders in fiscal 2026, including $49.8 million of share repurchases.
Ollie's Bargain Outlet reported fourth-quarter and fiscal 2025 results on March 12, 2026. Q4 net sales rose 16.8% to $779.3 million and diluted EPS rose to $1.39 from $1.11, and the company gave an initial fiscal 2026 outlook calling for adjusted diluted EPS of $4.40 to $4.50 and net sales of $2.985 billion to $3.013 billion.
Q4 net sales of $779.3 million, up 16.8% from $667.1 million; comparable store sales rose 3.6%
Q4 diluted EPS of $1.39 versus $1.11 a year earlier; adjusted diluted EPS of $1.39 versus $1.19
FY2026 outlook: net sales of $2.985 billion to $3.013 billion, adjusted diluted EPS of $4.40 to $4.50, and 75 new stores
DICK'S Sporting Goods reported fourth-quarter fiscal 2025 net sales of $6.2 billion, up 59.9% from a year earlier, driven by the September 2025 Foot Locker acquisition. Profit fell sharply, with GAAP earnings per diluted share down 61% to $1.41 and non-GAAP EPS down 5% to $3.45, and the company guided to 2026 GAAP EPS of $13.70 to $14.70 and announced a 3% dividend increase to $1.25 per quarter.
Q4 net sales $6.2 billion vs. $3.9 billion; the Foot Locker acquisition closed September 8, 2025.
Q4 GAAP EPS $1.41 vs. $3.62; non-GAAP EPS $3.45 vs. $3.62.
2026 outlook: net sales $22.1 billion to $22.4 billion; GAAP EPS $13.70 to $14.70.
Quarterly dividend $1.25 per share, payable April 10, 2026, to holders of record March 27, 2026.
Dollar General reported fiscal 2025 fourth-quarter net sales of $10.9 billion, up 5.9%, and diluted EPS of $1.93, up 121.8% from $0.87 a year earlier. The prior-year quarter included charges tied to a store portfolio optimization review, which the company said reduced EPS by about $0.81 per share. The company also guided fiscal 2026 diluted EPS to $7.10 to $7.35 and declared a $0.59 quarterly dividend.
Q4 fiscal 2025 net sales rose 5.9% to $10.9 billion; same-store sales rose 4.3%.
Q4 diluted EPS was $1.93 versus $0.87; the prior-year quarter was reduced by about $0.81 per share from store review charges.
Fiscal 2026 guidance: diluted EPS of $7.10 to $7.35 and net sales growth of 3.7% to 4.2%; guidance assumes no share repurchases.
Quarterly dividend of $0.59 per share, payable on or before April 21, 2026, to holders of record on April 7, 2026.
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.