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).
RF Industries reported first quarter fiscal 2026 results for the period ended January 31, 2026, with net sales of $19.0 million, down 1% from $19.2 million a year earlier. Profitability improved, as gross margin rose to 32.3% and the consolidated net loss narrowed to $50,000 from $245,000, but the filing contains no guidance and the company said revenue growth is expected to accelerate in the back half of the year.
Net sales were $19.0 million, down 1% year over year and down 16% from $22.7 million in the fourth quarter of fiscal 2025, which the company attributed to normal seasonality.
Gross profit margin was 32.3%, up 250 basis points from 29.8% a year earlier; operating income was $177,000 versus $56,000.
Consolidated net loss was $50,000, or $0.00 per diluted share, compared with a net loss of $245,000, or $0.02 per diluted share, a year earlier.
Backlog was $14.4 million at quarter-end on bookings of $17.9 million, and the company said backlog stood at $18.6 million as of March 16, 2026.
Semtech reported fourth-quarter fiscal 2026 net sales of $274.4 million, up 9% from a year earlier, and adjusted diluted EPS of $0.44, up from $0.40. The company posted a GAAP diluted loss of $0.32 per share, compared with GAAP diluted earnings of $0.43 a year earlier, after $44.6 million of goodwill and intangible impairments. For shareholders, revenue and adjusted earnings grew, while GAAP results were hurt by the impairment charges, and the company guided first-quarter fiscal 2027 net sales to $283.0 million, plus or minus $5.0 million.
Q4 fiscal 2026 net sales $274.4 million, up 9% year over year; fiscal 2026 net sales $1.05 billion, up 15%
Q4 GAAP diluted loss of $0.32 per share vs. GAAP diluted EPS of $0.43 in Q4 fiscal 2025; full-year GAAP diluted loss of $0.46 per share
Q4 adjusted diluted EPS $0.44 vs. $0.40 a year earlier; Q4 operating cash flow $61.5 million and free cash flow $59.1 million
Q1 fiscal 2027 outlook: net sales $283.0 million +/- $5.0 million; adjusted diluted EPS $0.45 +/- $0.03
Science Applications International Corporation reported fourth-quarter fiscal 2026 revenue of $1.75 billion, down 5% from a year earlier, while adjusted diluted EPS rose 2% to $2.62 and GAAP diluted EPS fell 7% to $1.87. For the full year, revenue fell 3% to $7.26 billion, but diluted EPS rose 7% to $7.70. The company gave fiscal 2027 adjusted diluted EPS guidance of $9.50 to $9.70 and reiterated its revenue guidance of $7.0 billion to $7.2 billion.
Q4 net income was $85 million, down 13%, and diluted EPS was $1.87 versus $2.00 a year earlier.
Full-year fiscal 2026 net income was $358 million; adjusted diluted EPS was $10.75, up 18% from $9.13.
FY2027 guidance: revenue $7.0 billion to $7.2 billion, adjusted EBITDA $705 million to $715 million, adjusted diluted EPS $9.50 to $9.70.
Estimated backlog at fiscal year-end was $22.6 billion, of which $3.6 billion was funded; Q4 book-to-bill ratio was 0.3.
Dollar Tree reported fourth-quarter fiscal 2025 results for the quarter ended January 31, 2026, with net sales up 9.0% to $5.45 billion and same-store net sales up 5.0%. The company also issued fiscal 2026 guidance calling for net sales of $20.5 billion to $20.7 billion and adjusted diluted EPS of $6.50 to $6.90, and said it returned $1.548 billion to shareholders through buybacks in fiscal 2025.
Q4 diluted EPS from continuing operations was $2.56, up 37.8%; Q4 operating income was $695 million, up 30.2%
Fiscal 2026 outlook: net sales of $20.5 billion to $20.7 billion, about 400 new stores and 75 closings, and adjusted diluted EPS of $6.50 to $6.90
First-quarter fiscal 2026 outlook: net sales of $4.9 billion to $5.0 billion and adjusted diluted EPS of $1.45 to $1.60
As of January 31, 2026, $1.8 billion remained under the share repurchase authorization; quarter-to-date repurchases were $193 million
Townsquare Media reported fourth-quarter 2025 net revenue of $106.5 million, down 9.6% from a year earlier, and a net loss of $4.8 million compared with net income of $25.0 million in the prior-year quarter. Adjusted EBITDA fell 30.9% to $21.5 million, and the company said results met its previously issued guidance; it also kept its quarterly dividend at $0.20 per share and issued 2026 guidance of $420 million to $440 million in full-year net revenue.
Q4 2025 net revenue fell to $106.5 million from $117.8 million; Adjusted EBITDA fell to $21.5 million from $31.2 million
Full-year 2025 net loss narrowed to $9.8 million from $10.9 million; full-year net revenue fell 5.2% to $427.4 million
2026 guidance: first-quarter net revenue of $96 million to $98 million and full-year net revenue of $420 million to $440 million
Quarterly dividend of $0.20 per share maintained, payable May 4, 2026 to holders of record as of April 27, 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.