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).
RH reported fourth quarter and fiscal 2025 results on March 31, 2026, with net revenues up 3.7% to $843 million and net income up 107% to $29 million for the quarter. For fiscal 2025, net revenues rose 8.1% to $3.44 billion and net income rose 72% to $125 million. However, the company guided to first-quarter 2026 revenue growth of negative 2% to negative 4%, so shareholders face a weaker near-term sales outlook even as profits improved.
Q4 2025 diluted EPS was $1.46 versus $0.69 a year earlier; net revenues were $842.6 million versus $812.4 million.
Fiscal 2025 diluted EPS was $6.31 versus $3.62; free cash flow was $252 million for the year.
Q1 2026 outlook: revenue growth of negative 2% to negative 4% and adjusted EBITDA margin of 5.5% to 6.5%.
Fiscal 2026 outlook: revenue growth of 4% to 8% and adjusted EBITDA margin of 14% to 16%.
PVH reported fourth quarter 2025 revenue of $2.505 billion, up 6% on a reported basis, and non-GAAP EPS of $3.82, above its $3.20 to $3.35 guidance. The company also gave a 2026 outlook projecting non-GAAP EPS of $11.80 to $12.10 and at least $300 million in 2026 stock repurchases, but its GAAP results showed a fourth quarter loss of $(3.46) per share.
Q4 2025 revenue was $2.505 billion, up 6% reported and flat in constant currency; non-GAAP EPS was $3.82 versus guidance of $3.20 to $3.35.
Q4 2025 GAAP EPS was $(3.46), compared with $2.83 in the prior year period.
2026 outlook projects non-GAAP EPS of $11.80 to $12.10 versus $11.40 in 2025, with revenue projected to increase slightly.
PVH plans at least $300 million in stock repurchases in 2026, after more than $560 million in 2025.
NIKE reported fiscal 2026 third-quarter results for the period ended February 28, 2026. Revenue was flat at $11.3 billion on a reported basis and down 3 percent on a currency-neutral basis, while net income fell 35 percent to $0.5 billion and diluted earnings per share fell to $0.35 from $0.54. For shareholders, the quarter shows lower profit on flat sales, with gross margin also down.
Revenues were $11.3 billion, flat reported and down 3 percent currency-neutral; NIKE Direct fell 4 percent to $4.5 billion.
Net income was $0.5 billion, down 35 percent; diluted EPS was $0.35 versus $0.54 a year earlier.
Gross margin decreased 130 basis points to 40.2 percent, primarily due to higher tariffs in North America.
The company returned about $609 million to shareholders through dividends in the quarter, up 3 percent.
BriaCell Therapeutics filed interim financial statements for its subsidiary BriaPro Therapeutics for the three and six months ended January 31, 2026, showing larger losses than a year earlier and a shareholders' deficit of $1,618,141. The filing states there is a material uncertainty about BriaPro's ability to continue as a going concern, and that it depends entirely on BriaCell for funding until it raises additional financing.
Six-month net loss was $472,231, compared with $233,185 in the prior-year period; three-month net loss was $227,493, compared with $151,062.
Six-month research and development expenses were $433,307, compared with $130,023 a year earlier.
Amounts due to related parties were $1,606,112 at January 31, 2026, and cash and cash equivalents were $1.
On February 18, 2026, BriaPro agreed to acquire BriaCell's license to Soluble CD80; the transaction closed March 30, 2026, with 23,972,589 shares issued to BriaCell and a credit facility of up to $3,000,000.
nCino reported fourth-quarter and fiscal 2026 results, with total revenues up 6% year over year and a GAAP net income attributable to nCino compared with a loss a year earlier. The company also gave fiscal 2027 guidance of $639.0 million to $643.0 million in total revenues and entered a $100 million accelerated share repurchase funded by a $200 million term loan, which adds debt.
Q4 fiscal 2026 total revenues were $149.7 million, up from $141.4 million; GAAP net income attributable to nCino was $8.3 million, versus a $18.6 million loss a year earlier.
Fiscal 2027 guidance: total revenues of $639.0 million to $643.0 million and free cash flow of $132.0 million to $137.0 million.
A $100 million accelerated share repurchase with Wells Fargo is expected to settle in the second quarter of fiscal 2027, funded by a $200 million senior secured term loan maturing October 28, 2029.
Cash, cash equivalents and restricted cash were $88.7 million at January 31, 2026, and $213.5 million was outstanding under the revolving credit facility.
MiNK Therapeutics reported fourth-quarter and full-year 2025 results on March 31, 2026, along with a filing that furnishes its press release. The company's net loss widened for the full year, and it ended 2025 with $13.4 million in cash, which it says provides a runway through 2026 together with $3.0 million raised since year end under its at-the-market sales program.
Full-year 2025 net loss was $12.5 million, or $2.93 per share, compared with $10.8 million, or $2.86 per share, in 2024.
Fourth-quarter 2025 net loss was $2.6 million, or $0.56 per share, compared with $2.5 million, or $0.62 per share, in the fourth quarter of 2024.
Cash balance was $13.4 million at year end 2025; the company raised an additional $3.0 million through its at-the-market program after year end.
The press release cites a C-Further Consortium collaboration providing up to $1.1 million in non-dilutive funding; the filing reports no revenue figures.
TD SYNNEX reported fiscal first-quarter 2026 results for the period ended February 28, 2026, with revenue of $17.2 billion, up 18.1% year over year, and GAAP diluted EPS of $4.04 versus $1.98 a year earlier. Non-GAAP diluted EPS was $4.73, up 68.9%, and the company declared a quarterly dividend of $0.48 per share, up 9%. Second-quarter revenue guidance of $16.1 billion to $16.9 billion is below first-quarter revenue, and operating cash flow was negative $895.9 million in the quarter.
Revenue of $17.2 billion, up 18.1% year over year; non-GAAP gross billings of $25.8 billion, up 24.4%
GAAP diluted EPS of $4.04 versus $1.98; non-GAAP diluted EPS of $4.73 versus $2.80
Q2 fiscal 2026 outlook: revenue $16.1 billion to $16.9 billion; non-GAAP diluted EPS $3.75 to $4.25
Returned $118 million to stockholders ($80 million in buybacks, $39 million in dividends); $0.48 dividend payable April 29, 2026
FactSet reported second-quarter fiscal 2026 results for the three months ended February 28, 2026, with GAAP revenue up 7.1% year over year to $611.0 million. The company raised its fiscal 2026 GAAP and adjusted diluted EPS guidance, though GAAP diluted EPS fell 4.5% to $3.59 due mainly to higher operating expenses and an impairment charge.
GAAP revenue of $611.0 million, up 7.1% from $570.7 million; organic revenue grew 6.8% to $606.2 million
GAAP diluted EPS of $3.59, down 4.5% from $3.76; adjusted diluted EPS of $4.46, up 4.2% from $4.28
Fiscal 2026 GAAP diluted EPS guidance raised to $14.85 to $15.35 from $14.55 to $15.25; adjusted diluted EPS guidance raised to $17.25 to $17.75 from $16.90 to $17.60
Repurchased 651,750 shares for $163.0 million in the quarter; $697.1 million remained available under the program as of February 28, 2026
AIRO reported fourth-quarter and full-year 2025 results, with full-year revenue of $90.9 million, up from $86.9 million, and fourth-quarter revenue of $48.3 million, up from $39.7 million. The full-year net loss narrowed to $(4.1) million from $(38.7) million, but the operating loss widened to $(28.8) million and adjusted EBITDA fell to $5.7 million from $33.7 million, while the company's first 2026 outlook calls for revenue growth of 15% to 25%.
Full-year 2025 revenue of $90.9 million, up from $86.9 million in 2024; fourth-quarter revenue of $48.3 million, up from $39.7 million.
Full-year net loss of $(4.1) million, compared with $(38.7) million in 2024; operating loss widened to $(28.8) million from $(17.4) million.
Full-year gross margin fell to 59.9% from 67.1%; adjusted EBITDA was $5.7 million, compared with $33.7 million in 2024.
2026 outlook calls for revenue growth of 15% to 25% year over year; about $150 million of Drones backlog as of March 31, 2026.
McCormick reported first-quarter fiscal 2026 results for the quarter ended February 28, 2026, with net sales up 16.7% and adjusted earnings per share of $0.66 versus $0.60 a year earlier. The company reaffirmed its fiscal 2026 outlook, including adjusted earnings per share of $3.05 to $3.13, and reported reported EPS of $3.77, which includes a non-cash gain tied to its McCormick de Mexico acquisition.
Net sales rose 16.7% as reported and 1.2% organically; the January 2, 2026 McCormick de Mexico acquisition contributed 12.4%.
Adjusted operating income was $268 million versus $225 million a year earlier; reported operating income was $228 million.
Reported diluted EPS of $3.77 includes a $3.22 non-cash gain on remeasurement of the previously held McCormick de Mexico stake; special charges reduced EPS by $0.11.
Fiscal 2026 outlook reaffirmed: adjusted EPS growth of 2% to 5% and adjusted operating income growth of 16% to 20%.
Dawson Geophysical reported unaudited fourth-quarter and full-year 2025 results. Q4 revenue rose 72% to $27.0 million and the company posted net income of $0.6 million, compared with a net loss of $0.8 million a year earlier. Full-year net loss narrowed to $1.9 million from $4.1 million, though revenue grew only 2%. The filing also says Wilks Brothers and its affiliates, which control about 80% of the stock, are in discussions on possible transactions with the company, with no definitive agreement reached.
Q4 2025 total revenue was $27.0 million, up 72% from $15.6 million; Q4 net income was $0.6 million, or $0.02 per share, versus a net loss of $0.8 million in Q4 2024
Full-year 2025 revenue was $75.6 million, up 2% from $74.2 million; net loss was $1.9 million, or $0.06 per share, compared with $4.1 million, or $0.13 per share, in 2024
Wilks Brothers, LLC and affiliates control about 80% of common stock; discussions on possible transactions have no guarantee of a definitive agreement, and $528,000 of related expenses were incurred in Q4 2025
Cash from operations was $14.0 million in 2025; cash rose to $4.9 million at December 31, 2025, and the 2026 capital budget is $3 million
DiaMedica Therapeutics reported full-year 2025 results showing a wider net loss of $32.8 million, or $0.70 per share, compared with $24.4 million, or $0.60 per share, in 2024, as research and development and general and administrative costs rose. The company ended 2025 with $59.9 million in cash and short-term investments, which it says will fund operations through the second half of 2027, after share sales in July 2025 and under its at-the-market program.
Net loss for 2025 was $32.8 million, or $0.70 per share, versus $24.4 million, or $0.60 per share, in 2024.
Research and development expenses rose to $24.6 million from $19.1 million, driven mainly by the ReMEDy2 trial and its global expansion.
General and administrative expenses rose to $9.8 million from $7.6 million, including higher share-based compensation.
Cash and short-term investments were $59.9 million at December 31, 2025, up from $44.1 million a year earlier.
TherapeuticsMD reported full-year 2025 results in a press release furnished on Form 8-K. The net loss from continuing operations narrowed to $0.7 million from $2.3 million in 2024, as license revenue rose 71.6% to $3.0 million and operating expenses fell 5.9% to $7.4 million. The company said it continues to explore strategic alternatives, including a possible acquisition, merger or sale of assets, but has set no timetable and gave no assurance of a transaction.
Net loss from continuing operations was $(0.7) million, or $(0.06) per share, versus $(2.3) million, or $(0.20) per share, in 2024.
License revenue, primarily from the Mayne License Agreement, was $3.0 million, up from $1.8 million in 2024.
Total operating expenses were $7.4 million, down $0.5 million, mainly due to lower impairment charges.
Cash and cash equivalents were $7.5 million as of December 31, 2025.
Progress Software reported fiscal first-quarter 2026 revenue of $248 million, up 4% from a year earlier (2% on a constant currency basis), with GAAP diluted earnings per share of $0.53 versus $0.24. The company changed its full-year 2026 outlook in mixed directions: GAAP diluted EPS guidance was lowered to $1.71 to $1.87 from $1.74 to $1.91, while non-GAAP diluted EPS guidance was raised to $5.91 to $6.03 from $5.82 to $5.96.
Q1 revenue $248 million, up 4% year over year; GAAP diluted EPS $0.53 versus $0.24; non-GAAP diluted EPS $1.60 versus $1.31
Fiscal 2026 revenue guidance $988 million to $1,000 million, with the low end raised from $986 million
Fiscal 2026 GAAP diluted EPS guidance cut to $1.71 to $1.87; non-GAAP diluted EPS guidance raised to $5.91 to $6.03
Second-quarter 2026 revenue guidance $240 million to $246 million; GAAP diluted EPS $0.35 to $0.41
Worthington Enterprises reported unaudited third-quarter fiscal 2026 results for the quarter ended February 28, 2026, with net sales up 24% to $379 million and GAAP earnings of $0.92 per share, compared with $0.79 a year earlier. Adjusted EPS was $0.98, up from $0.91, and management said the company's TTM adjusted EBITDA reached $297 million. The filing furnishes a transcript of the March 25, 2026 call, which included no quantified full-year guidance.
Q3 net sales $379 million, up 24% from $305 million; organic growth 14%, with $32 million from acquisitions including LSI
GAAP EPS $0.92 vs. $0.79 a year earlier; adjusted EPS $0.98 vs. $0.91
Adjusted EBITDA $85 million vs. $74 million; TTM adjusted EBITDA $297 million; net debt to TTM adjusted EBITDA about 1.0x
Board declared quarterly dividend of $0.19 per share payable in June 2026
Carnival reported first-quarter 2026 net income of $258 million, compared with a net loss of $78 million a year earlier, on revenue of $6.165 billion. The company raised its full-year 2026 adjusted net income outlook by nearly $150 million versus December guidance, partly offsetting more than $500 million in higher fuel costs, and approved an initial $2.5 billion share buyback that starts after shareholder meetings on April 17, 2026.
Q1 2026 net income attributable to Carnival was $258 million, versus a $78 million loss a year earlier; diluted EPS was $0.19.
Adjusted EPS was $0.20, compared with $0.13 a year earlier, per the company's non-GAAP reconciliation.
Full-year 2026 adjusted net income outlook improved by nearly $150 million versus December guidance, partly offsetting fuel price changes of more than $500 million.
The initial $2.5 billion share buyback will begin after the shareholder meetings expected on April 17, 2026, and has no expiration date.
Ecolab filed supplemental 2025 and 2024 segment data that restates results at fixed 2026 currency rates and reflects a new segment structure effective January 1, 2026. Reported GAAP net sales rose to $16,081.2 million in 2025 from $15,741.4 million, while reported GAAP operating income fell to $2,737.6 million from $2,802.4 million. The filing is supplemental and does not replace the figures in Ecolab's 10-Q and 10-K reports.
Reported GAAP net sales were $16,081.2 million in 2025, up from $15,741.4 million in 2024.
Reported GAAP operating income was $2,737.6 million in 2025, down from $2,802.4 million in 2024.
Special (gains) and charges were a $150.3 million charge in 2025, compared with a $188.7 million gain in 2024.
Effective January 1, 2026, the former Light & Heavy segment was split into Heavy Water, Light Water and High-Tech, and the company now has nine operating segments.
Nortech Systems reported fourth-quarter 2025 net income of $897 thousand, or $0.32 per basic share, compared with a net loss of $1.5 million, or $0.54 per share, a year earlier, on net sales of $30.3 million, up from $28.6 million. For the full year, net sales fell 7.6% to $118.4 million and the net loss narrowed to $252 thousand from $1.3 million. The company also closed $17.2 million in debt financing, which it said was completed the week before the release.
Q4 2025 net sales of $30.3 million vs. $28.6 million in Q4 2024; gross profit rose to $5.1 million from $2.8 million
Q4 2025 net income of $897 thousand ($0.32 basic per share) vs. a net loss of $1.5 million ($0.54 per share) in Q4 2024
Full-year 2025 net sales of $118.4 million vs. $128.1 million in 2024; full-year net loss of $252 thousand vs. $1.3 million
90-day backlog was $27.3 million as of December 31, 2025, vs. $26.5 million a year earlier; company closed $17.2 million in debt financing
Interlink Electronics reported fourth-quarter 2025 revenue of $2.85 million, down from $2.99 million a year earlier, as lower force-sensing shipments outweighed gains in gas-sensor and Calman Technology printed electronics sales. Gross margin fell to 31.7% from 39.6%, and the net loss widened to $574,000 from $413,000, so headline revenue and profit both moved lower for shareholders. The same filing discloses discretionary bonuses for the CEO and CFO for fiscal 2025.
Q4 2025 revenue was $2.85 million versus $2.99 million, down 4.5%, driven by lower force-sensing product shipments.
Q4 gross margin was 31.7% versus 39.6%; net loss was $574,000 versus $413,000.
Full-year 2025 revenue was $11.89 million, up 1.8%, while full-year net loss narrowed to $1.62 million from $1.98 million.
On March 25, 2026, the compensation committee approved bonuses of $60,000 for CEO Steven N. Bronson and $20,000 for CFO Ryan J. Hoffman for fiscal 2025.
Argan reported fourth-quarter fiscal 2026 results for the quarter ended January 31, 2026, with revenue up 12.7% to $262.1 million and net income of $49.2 million, or $3.47 per diluted share, versus $2.22 a year earlier. For the full fiscal year, revenue rose 8.1% to $944.6 million and diluted EPS reached $9.74, compared with $6.15, while project backlog grew to approximately $2.9 billion.
Q4 revenue $262.1 million, up $29.6 million or 12.7% from $232.5 million; gross margin 25.0% vs 20.5%
Q4 net income $49.2 million, or $3.47 per diluted share, vs $31.4 million, or $2.22, a year earlier
Fiscal 2026 net income $137.8 million, or $9.74 per diluted share, vs $85.5 million, or $6.15, in fiscal 2025
Project backlog approximately $2.9 billion at January 31, 2026, vs approximately $1.4 billion a year earlier; the company reported no debt
Newsmax reported record full-year 2025 revenue of $189.3 million, up 10.7%, and fourth-quarter revenue of $52.2 million, up 9.6%. The company also posted a full-year net loss of $99.5 million, driven largely by about $79 million in legal settlement expenses, and issued 2026 revenue guidance of $212 million to $216 million, which it says represents 13% growth at the midpoint.
FY2025 total revenue was $189.3 million, up 10.7% from $171.0 million in 2024.
FY2025 net loss was $99.5 million, versus $72.2 million in 2024, largely due to about $79 million in legal settlement expenses.
Q4 2025 net loss narrowed to $3.0 million from $6.9 million a year earlier; Q4 adjusted EBITDA was a $1.3 million loss.
2026 full-year revenue guidance is $212 million to $216 million.
VirTra reported fourth-quarter and full-year 2025 results, with full-year revenue down 15% to $22.4 million and net income falling to $0.3 million, or $0.02 per diluted share, from $1.4 million, or $0.12, a year earlier. Management attributed the decline to delayed federal funding that affected awards, purchasing and deliveries, and said Q4 bookings improved to $7.3 million and backlog was $25.6 million.
Full-year revenue was $22.4 million versus $26.4 million (restated) in 2024; gross margin was 68% versus 74%.
Q4 2025 revenue was $2.9 million versus $4.7 million a year earlier; Q4 net loss was $1.0 million, or $0.09 per diluted share.
Adjusted EBITDA, a non-GAAP measure, was $1.6 million for 2025 versus $2.9 million in 2024.
Bookings were $7.3 million in Q4 and $26.7 million for 2025; backlog was $25.6 million at December 31, 2025.
REX American Resources reported results for the full fiscal year and fourth quarter ended January 31, 2026. Full-year net sales rose to $650.5 million from $642.5 million and net income attributable to REX shareholders rose to $83.0 million from $58.2 million, with diluted EPS of $2.50 versus $1.65. Fourth-quarter profit was also helped by approximately $28.1 million in 45Z tax credits recognized as a reduction to income tax expense.
Full fiscal 2025 net income attributable to REX shareholders was $83.0 million, up from $58.2 million; diluted EPS was $2.50 versus $1.65.
Q4 2025 net income attributable to REX shareholders was $43.7 million, up from $11.1 million; EPS was $1.32 versus $0.31.
Approximately $28.1 million in 45Z tax credits in Q4 2025 was recorded as a reduction to income tax expense.
As of January 31, 2026, REX had $375.8 million in cash, cash equivalents and short-term investments and no bank debt; the One Earth carbon capture project still awaits permitting.
H.B. Fuller reported first-quarter fiscal 2026 net revenue of $771 million, down 2.3% from a year earlier, with organic revenue down 6.6%. Net income rose to $21 million, or $0.38 per diluted share, from $13.2 million, or $0.24, a year earlier, and the company raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted EPS. Management also cited Middle East geopolitical instability as adding cost and supply chain complexity.
Q1 adjusted EPS (diluted) was $0.57, up 6% year-on-year; adjusted EBITDA was $119 million, up 4%, with adjusted EBITDA margin at 15.4%.
Full-year 2026 adjusted EBITDA is now expected at $645 million to $675 million, and adjusted EPS (diluted) at $4.55 to $4.90.
Full-year 2026 net revenue is now expected to be up mid-single digits, while organic revenue is expected to be up low-single digits.
Second-quarter 2026 adjusted EBITDA is expected at $175 million to $185 million, with net revenue up low-single digits.
CMC reported fiscal second-quarter 2026 net earnings of $93.0 million, or $0.83 per diluted share, compared with $25.5 million, or $0.22, a year earlier, on net sales of $2.1 billion versus $1.8 billion. The board also raised the quarterly dividend by $0.02 to $0.20 per share, and management expects consolidated core EBITDA to increase meaningfully in the third quarter from second-quarter levels.
Net earnings $93.0 million, or $0.83 per diluted share, versus $25.5 million, or $0.22, a year earlier
Adjusted earnings $130.1 million, or $1.16 per diluted share, versus $35.8 million, or $0.31; core EBITDA $297.5 million, up approximately 114% year over year
Quarterly dividend raised to $0.20 per share from $0.18, payable April 15, 2026 to holders of record on April 6, 2026
Precast business, acquired in December, contributed $33.6 million of adjusted EBITDA in the quarter
Sypris reported fourth-quarter 2025 revenue of $30.3 million, down from $33.4 million a year earlier, and a net loss of $3.9 million ($0.17 per share) compared with net income of $0.1 million. For full-year 2025, revenue was $119.9 million versus $140.2 million and the net loss was $6.3 million, which matters to shareholders because both headline revenue and profit measures weakened. Management cited tariffs and regulatory uncertainty affecting Sypris Technologies, while Sypris Electronics revenue rose.
Q4 2025 revenue of $30.3 million vs. $33.4 million; net loss of $3.9 million, or $0.17 per share, vs. net income of $0.1 million, or $0.01 per diluted share
Full-year 2025 revenue of $119.9 million vs. $140.2 million; net loss of $6.3 million, or $0.28 per share, vs. a net loss of $1.7 million, or $0.08 per share
Sypris Technologies Q4 revenue fell to $12.5 million from $19.5 million; Sypris Electronics Q4 revenue rose 27.6% to $17.7 million
Sypris Electronics Q4 gross profit included $1.0 million of inventory charges; 2026 annual meeting set for June 16, 2026 in Louisville, Kentucky
Worthington Steel reported fiscal third-quarter results for the three months ended February 28, 2026, with net sales up 12% to $769.8 million on higher direct volumes and selling prices. Operating income fell to $3.1 million from $18.3 million, and diluted earnings per share were $0.20 versus $0.27, with the filing attributing the rise in selling, general and administrative expense mainly to $15.4 million of professional fees tied to the proposed Kloeckner acquisition. The company also declared a $0.16 quarterly dividend, and the filing does not state a numeric fourth-quarter outlook.
Net sales of $769.8 million, up $82.4 million or 12% from $687.4 million; direct selling prices rose 9%
Operating income of $3.1 million versus $18.3 million; SG&A rose $22.9 million, including $15.4 million of professional fees for the proposed Kloeckner acquisition
Diluted EPS attributable to controlling interest of $0.20 versus $0.27; adjusted diluted EPS of $0.27 versus $0.35
Quarterly dividend of $0.16 per share, payable June 26, 2026, to shareholders of record on June 12, 2026
Enerpac Tool Group reported fiscal second-quarter 2026 results for the period ended February 28, 2026. Net sales rose 6% to $154.8 million, but net earnings fell to $16.3 million, or $0.31 per diluted share, from $20.9 million, or $0.38, a year earlier, after $3.3 million in restructuring charges tied mainly to its EMEA service business. The company also narrowed its full-year fiscal 2026 guidance, with net sales now projected at $635 million to $650 million.
Net sales were $154.8 million, up 6% from $145.5 million; organic sales rose 2%, with service revenue down 17% organically.
Net earnings were $16.3 million, or $0.31 per diluted share, versus $20.9 million, or $0.38, in the prior-year quarter.
Full-year fiscal 2026 guidance projects net sales of $635 million to $650 million and adjusted EPS of $1.85 to $1.92.
The company repurchased about 1.3 million shares for $51 million in the quarter.
Jefferies reported results for the quarter ended February 28, 2026, with net earnings attributable to common shareholders of $156 million, or $0.70 per diluted share from continuing operations, compared with $128 million, or $0.57, a year earlier. Total net revenues rose to $2.02 billion from $1.59 billion, although the quarter included a $36 million non-cash, after-tax goodwill write-down tied to the planned sale of Tessellis.
Total net revenues of $2.02 billion, compared with $1.59 billion in the prior year quarter.
Diluted earnings per share from continuing operations of $0.70, compared with $0.57.
A $36 million non-cash, after-tax goodwill write-down tied to the Tessellis sale, and $17 million of losses related to Market Financial Solutions and First Brands.
Quarterly dividend of $0.40 per share, payable May 29, 2026; 3.0 million shares repurchased for $174 million.
Karman Holdings reported fourth-quarter and full-year 2025 results, with revenue and net income both higher than in 2024. The company also raised its full-year 2026 guidance for revenue and adjusted EBITDA, citing the Seemann Composites and MSC acquisitions and higher demand.
Q4 2025 revenue was $134.5 million, up 47.4% year over year, and Q4 net income was $7.7 million, up from $1.7 million
Full-year 2025 revenue was $471.5 million, up 36.6%, and net income was $17.4 million, or $0.13 per diluted share
2026 outlook raised to $715 million to $730 million in revenue and $207 million to $218 million in non-GAAP adjusted EBITDA, excluding future acquisitions
Backlog was $801.1 million at December 31, 2025, and the company said it exceeded $1 billion as of March 20, 2026
Dolphin Entertainment reported results for the year and fourth quarter ended December 31, 2025, in a press release furnished as Exhibit 99.1. Full-year revenue rose 10% to $56.7 million and the net loss narrowed to $3.1 million from $12.6 million, and the company expects continued revenue growth and Adjusted EBITDA margin expansion in 2026.
Full-year 2025 revenue was $56.7 million, up from $51.7 million in 2024.
Full-year 2025 net loss was $3.1 million, or $(0.27) per share, compared with a $12.6 million loss, or $(1.22) per share, in 2024.
Full-year 2025 Adjusted EBITDA was $2.9 million, compared with $0.9 million in 2024.
Fourth-quarter 2025 revenue was $15.6 million, up 27% year over year, and the company reported net income of $1.0 million versus a net loss of $2.0 million a year earlier.
Global Self Storage reported fourth-quarter and full-year 2025 results on March 25, 2026. Full-year total revenues rose 1.4% to $12.7 million, but net income fell to $2.0 million, or $0.18 per diluted share, from $2.1 million, or $0.19, while fourth-quarter revenues declined 0.9%. The company kept its quarterly dividend at $0.0725 per share.
Full-year 2025 total revenues increased 1.4% to $12.7 million; full-year net income was $2.0 million, or $0.18 per diluted share, versus $2.1 million, or $0.19, in 2024.
Q4 2025 total revenues decreased 0.9% to $3.2 million, while Q4 net income rose to $323,000, or $0.03 per diluted share, from $84,000, or $0.01.
Full-year FFO increased 2.7% to $4.0 million ($0.36 per diluted share), and AFFO increased 3.4% to $4.4 million ($0.39 per diluted share).
Same-store occupancy at December 31, 2025 was 93.0%, up from 92.9%; capital resources totaled approximately $24.5 million.
MillerKnoll reported third-quarter fiscal 2026 results for the quarter ended February 28, 2026, with net sales up 5.8% to $926.6 million and diluted EPS of $0.34, compared with a loss of $0.19 a year earlier. Adjusted diluted EPS was $0.43, down 2.3% from $0.44, and the company guided fourth-quarter adjusted diluted EPS to $0.49 to $0.55.
Orders rose 9.2% to $931.6 million, led by North America Contract orders up 13.1%.
Adjusted operating margin was 5.7%, compared with 6.6% a year earlier.
Fourth-quarter net sales outlook is $955 million to $995 million, including an estimated $8 million to $9 million direct impact from the Middle East conflict.
Board declared a quarterly dividend of $0.1875 per share, payable April 15, 2026.
Paychex reported third-quarter fiscal 2026 results for the quarter ended February 28, 2026, with total revenue up 20% to $1.8 billion and GAAP diluted earnings per share up 9% to $1.56. The results include $71.0 million of acquisition-related costs tied to the Paycor acquisition, and the company narrowed its fiscal 2026 outlook only for interest on funds held for clients, now expected at $200 million to $210 million.
Third-quarter total revenue was $1.8 billion, up 20%; operating income was $792.0 million, up 14%.
Adjusted diluted EPS was $1.71, up 15%; GAAP diluted EPS was $1.56, up 9%.
For the nine months, GAAP diluted EPS was $3.71, down 1%, while total revenue rose 18% to $4.9 billion.
Fiscal 2026 interest on funds held for clients is now expected at $200 million to $210 million; other guidance is unchanged.
Cintas reported fiscal 2026 third-quarter revenue of $2.84 billion, up 8.9%, and diluted earnings per share of $1.24, up 9.7%, for the quarter ended February 28, 2026. The company raised its full-year revenue outlook to $11.21 billion to $11.24 billion and its adjusted diluted EPS outlook to $4.86 to $4.90, and said it agreed on March 10, 2026 to acquire UniFirst Corporation. For shareholders, the higher guidance is the key change, while the pending UniFirst deal brings expected transaction costs of $0.03 to $0.04 per share in fiscal 2026.
Third-quarter revenue was $2.84 billion, up 8.9%, with organic revenue growth of 8.2%.
Net income was $502.5 million, up 8.4%; diluted EPS was $1.24 versus $1.13 a year earlier.
Operating income rose 8.2% to $659.9 million, but operating margin slipped to 23.2% from 23.4%; gross margin hit an all-time high of 51.0%.
Fiscal 2026 guidance: revenue of $11.21 billion to $11.24 billion and adjusted diluted EPS of $4.86 to $4.90, excluding UniFirst transaction costs.
Winnebago Industries reported second-quarter fiscal 2026 net revenues of $657.4 million, up 6.0% from a year earlier, and net income of $4.8 million, or $0.17 per diluted share, compared with a net loss of $0.4 million a year earlier. The company raised its reported EPS guidance to $1.50 to $2.20 from $1.40 to $2.10 and maintained its revenue and adjusted EPS guidance, which is now $2.10 to $2.80 adjusted EPS.
Net revenues $657.4 million vs $620.2 million in Q2 fiscal 2025, driven mainly by price adjustments and product mix
Net income $4.8 million, or $0.17 per diluted share, vs net loss of $0.4 million, or $0.02 per share, a year earlier
Adjusted EPS $0.27 vs $0.19 a year earlier; Motorhome RV operating income rose to $7.5 million from a $0.6 million loss
Reported EPS guidance raised to $1.50 to $2.20; consolidated net revenues guidance of $2.8 billion to $3.0 billion maintained
Chewy reported fiscal 2025 net sales of $12.60 billion, up 6.2%, and adjusted EBITDA of $719.2 million, up 26.1%. Full-year GAAP net income fell to $222.8 million from $392.7 million, and diluted EPS fell to $0.52 from $0.91, mainly because the prior year included a $275.7 million tax benefit from releasing a valuation allowance. Shareholders get higher sales and adjusted profit alongside a lower GAAP profit figure.
Fourth-quarter net sales were $3.26 billion, up 0.5% from a year earlier (8.1% on a normalized 13-week basis), and Q4 net income rose to $39.2 million from $22.8 million.
Full-year diluted EPS was $0.52 versus $0.91; adjusted diluted EPS rose 22.1% to $1.27.
Free cash flow was $562.4 million, up 24.3%, and active customers reached 21.3 million, up 4.0%.
Worthington Enterprises reported fiscal 2026 third-quarter results for the period ended February 28, 2026, with net sales up 24% to $378.7 million and GAAP diluted EPS of $0.92, up from $0.79 a year earlier. The company also declared a quarterly dividend of $0.19 per share, unchanged from the prior quarter's level of $0.17 only in the sense that it is higher than last year's $0.17, and cash fell to $6.0 million after the LSI and Elgen acquisitions.
Net sales $378.7 million, up 24%; net earnings $45.1 million, up 15%; GAAP diluted EPS $0.92 versus $0.79
Adjusted diluted EPS $0.98 versus $0.91; adjusted net earnings $48.5 million, up 7%
Quarterly dividend of $0.19 per share, payable June 29, 2026, to shareholders of record on June 15, 2026
Cash and cash equivalents were $6.0 million at February 28, 2026, down $244.1 million from May 31, 2025, mainly due to the Elgen and LSI acquisitions
KB Home reported first-quarter results for the three months ended February 28, 2026, with revenues down 23% to $1.08 billion and net income down to $33.4 million from $109.6 million. Diluted earnings per share fell to $0.52 from $1.49, and the company said it repurchased $50.0 million of common stock, which supported per-share results.
Homes delivered fell 14% to 2,370, and average selling price was $452,100 compared with $500,700.
Homebuilding operating income was $33.0 million versus $127.3 million; housing gross profit margin was 15.3% versus 20.2%.
Net orders rose 3% to 2,846, while ending backlog was 3,604 homes worth $1.70 billion, compared with 4,436 homes worth $2.20 billion a year earlier.
For the second quarter, guidance calls for 2,250 to 2,450 deliveries and housing revenues of $1.05 billion to $1.15 billion.
Paysign reported full-year 2025 revenue of $82.0 million, up 40.5%, and net income of $7.55 million, or $0.13 per diluted share, compared with $3.82 million, or $0.07, in 2024. The company also projected 2026 revenue of $106.5 million to $110.5 million and net income of $13.0 million to $16.0 million, with growth attributed mainly to its patient affordability business. Fourth-quarter 2025 net income of $1.36 million was down 0.8% from the prior-year quarter.
Full-year 2025 revenue was $82.0 million, up from $58.4 million in 2024.
Full-year 2025 net income was $7.55 million, or $0.13 per diluted share, versus $3.82 million, or $0.07, in 2024.
Q4 2025 net income was $1.36 million, down 0.8% from $1.37 million in Q4 2024.
2026 guidance: revenue of $106.5 million to $110.5 million and net income of $13.0 million to $16.0 million.
GameStop reported fourth-quarter and fiscal 2025 results for the periods ended January 31, 2026, in a press release furnished under Item 2.02. Quarterly net sales fell from $1.283 billion to $1.104 billion, while operating income rose from $79.8 million to $135.2 million and GAAP net income eased from $131.3 million to $127.9 million, which includes a $151.0 million loss on digital assets and related receivables. The filing gives no guidance and says no conference call would be held, so shareholders must rely on the 10-K for further detail.
Q4 net sales $1.104 billion vs. $1.283 billion a year earlier; diluted EPS $0.22 vs. $0.29
Q4 operating income $135.2 million vs. $79.8 million; net income $127.9 million vs. $131.3 million
Q4 loss on digital assets and related receivables of $151.0 million; adjusted net income $291.4 million vs. $136.4 million
Fiscal 2025 net income $418.4 million vs. $131.3 million; net sales $3.630 billion vs. $3.823 billion
Concentrix reported first quarter fiscal 2026 results for the period ended February 28, 2026. Revenue rose 5.4% to $2.5 billion, but net income fell 69% to $21.6 million and diluted EPS fell to $0.33 from $1.04, while non-GAAP diluted EPS fell 6.5% to $2.61. The company also gave second quarter and full year 2026 guidance, with full year non-GAAP diluted EPS expected at $11.48 to $12.07.
Revenue was $2,500.4 million, up 5.4% as reported and 1.9% in constant currency; operating income fell 29.8% to $118.6 million.
Non-GAAP operating income was $295.0 million, down 8.2%, and non-GAAP operating margin fell to 11.8% from 13.6%.
Second quarter revenue is expected at $2.460 billion to $2.485 billion, with non-GAAP diluted EPS of $2.57 to $2.69.
Full year 2026 reported revenue is expected at $10.035 billion to $10.180 billion, and adjusted free cash flow at $630.0 million to $650.0 million.
Core & Main reported fourth-quarter fiscal 2025 net sales down 6.9% to $1,581 million, mainly due to one fewer selling week, while diluted EPS rose 12.1% to $0.37. For the full fiscal year, net sales rose 2.8% to $7,647 million and diluted EPS rose 8.5% to $2.31, and the company forecast fiscal 2026 net sales of $7.8 billion to $7.9 billion and adjusted EBITDA of $950 million to $980 million.
Q4 net sales fell 6.9% to $1,581 million; average daily net sales rose 0.9%
Q4 diluted EPS rose 12.1% to $0.37; adjusted diluted EPS rose 2.0% to $0.52
Fiscal 2025 net income rose 6.5% to $462 million; adjusted EBITDA rose 0.1% to $931 million
Fiscal 2026 outlook: net sales of $7,800 million to $7,900 million and adjusted EBITDA of $950 million to $980 million
Assured Guaranty Ltd. furnished audited December 31, 2025 financial statements for its subsidiary Assured Guaranty Re Ltd., with a second set for Assured Guaranty Re Overseas Ltd. attached as Exhibit 99.2. The subsidiary's 2025 net income and total revenues both rose from 2024, and it paid $80.0 million in dividends, down from $97.4 million. These are subsidiary-level figures, not the parent's consolidated results.
Net income for the year ended December 31, 2025 was $124.6 million, versus $98.5 million in 2024.
Total revenues were $198.1 million in 2025, versus $163.3 million in 2024.
Dividends were $80.0 million in 2025, down from $97.4 million in 2024.
Total shareholder's equity was $1.17 billion at December 31, 2025, versus $1.09 billion a year earlier.
Sutro Biopharma reported full-year 2025 results in a press release furnished with an 8-K on March 23, 2026. Revenue rose to $102.5 million from $62.0 million and net loss narrowed to $191.1 million from $227.5 million, but the company also recorded $53.4 million in restructuring and related costs. The company also terminated its at-the-market share sales agreement with Jefferies LLC effective March 23, 2026, so it can no longer sell common shares under that program.
Revenue was $102.5 million for 2025, up from $62.0 million in 2024, mainly tied to Astellas and Ipsen collaborations.
Net loss was $191.1 million, or $22.49 per share, versus $227.5 million, or $29.40 per share, in 2024.
Restructuring and related costs were $53.4 million in 2025, compared with none in 2024.
Cash, cash equivalents and marketable securities were $141.4 million at December 31, 2025, versus $316.9 million a year earlier.
Eledon Pharmaceuticals reported its fourth quarter and full year 2025 results on March 19, 2026. The net loss for 2025 widened to $45.6 million from $36.2 million, driven by higher research and development expenses, though the loss per share narrowed to $0.52 from $0.66 on a larger share count.
Full-year 2025 net loss was $45.6 million, or $0.52 per basic share, versus $36.2 million, or $0.66 per share, in 2024.
Research and development expenses rose to $66.3 million from $52.0 million, which the company attributed to clinical trial activity, manufacturing scale-up and added personnel.
A non-cash gain of $33.4 million from changes in the fair value of warrant liabilities reduced the 2025 net loss; excluding warrant items, the net loss would have been $79.1 million.
GrowGeneration reported fourth-quarter and full-year 2025 results, with full-year net sales down to $161.7 million from $188.9 million after store closures, while the GAAP net loss narrowed to $24.0 million from $49.5 million. The company also gave 2026 guidance of $162 million to $168 million in revenue and breakeven Adjusted EBITDA, and its board authorized a share repurchase of up to $10 million of common stock.
Full-year 2025 net sales were $161.7 million, down from $188.9 million in 2024, reflecting retail store consolidations.
Full-year 2025 GAAP net loss was $24.0 million versus $49.5 million in 2024; Adjusted EBITDA loss was $6.0 million versus $14.5 million.
Board authorized repurchases of up to $10 million of common stock, which may begin after customary administrative and regulatory processes and may run for up to two years.
2026 outlook calls for revenue of $162 million to $168 million, gross margin of 27% to 29%, and breakeven Adjusted EBITDA for the full year.
Scholastic reported fiscal third-quarter revenue of $329.1 million, down 2% from a year earlier, and an operating loss of $26.9 million compared with $23.9 million a year ago. Diluted earnings per share rose to $2.55 from a loss of $0.13, driven by a $119.8 million pretax gain on sale-leaseback transactions, and the company reaffirmed its full-year Adjusted EBITDA outlook of $146 million to $156 million. The board also authorized a $300 million share repurchase program, including a planned $200 million tender offer priced between $36 and $40 per share.
Revenue was $329.1 million, down 2% from $335.4 million; Adjusted EBITDA was $0.0 million versus $6.0 million a year earlier.
Operating loss was $26.9 million versus $23.9 million; net income of $62.5 million includes a $119.8 million pretax gain on sale-leaseback transactions.
Full-year Adjusted EBITDA outlook of $146 million to $156 million was reaffirmed, and full-year revenue is expected to be approximately flat.
A $200 million modified Dutch auction tender offer, priced at $36 to $40 per share, is anticipated to launch in the coming days.
ACCESS Newswire reported fourth-quarter and full-year 2025 results, with full-year revenue down 2% to $22.6 million from $23.1 million in 2024. The loss from continuing operations narrowed sharply to $1.6 million from $13.3 million, mainly because 2024 included a $14.15 million impairment charge, and adjusted EBITDA rose to $3.2 million from $1.8 million.
Q4 2025 revenue was $5.8 million, flat versus Q4 2024 and up 1% from $5.7 million in Q3 2025.
Full-year 2025 revenue was $22.6 million, down 2% from $23.1 million in 2024, driven by lower PRO plan and webcasting and events revenue.
Q4 2025 net loss from continuing operations was $0.5 million, or $0.13 per diluted share, versus $10.9 million, or $2.85 per share, in Q4 2024.
Full-year 2025 net income was $4.3 million including discontinued operations, which included a $9.0 million gain on disposal of a business.
Titan Machinery reported fourth-quarter fiscal 2026 revenue of $641.8 million, down from $759.9 million a year earlier, while its net loss narrowed to $36.2 million from $43.8 million. For the full fiscal year, revenue fell to $2.4 billion from $2.7 billion and the net loss widened to $54.2 million, or $2.38 per diluted share, from $36.9 million, or $1.63 per share. The company also introduced fiscal 2027 modeling assumptions that point to a further decline in revenue in its Agriculture segment and a continued loss, which shareholders will weigh against the fiscal 2026 results.
Q4 fiscal 2026 net loss was $36.2 million, or $1.59 per diluted share, versus $43.8 million, or $1.93 per share, a year earlier; gross margin rose to 13.5% from 6.7%.
Full-year fiscal 2026 adjusted EBITDA was $13.9 million, up from $12.8 million in fiscal 2025, while reported net loss was $54.2 million.
Inventory fell $206 million in fiscal 2026, above the $150 million target, and the company says it has no further targeted inventory reductions planned for fiscal 2027.
Fiscal 2027 assumptions include adjusted EBITDA of $17.0 million to $29.0 million and adjusted diluted loss per share of $1.25 to $1.75, compared with an adjusted loss of $2.22 per share in fiscal 2026.
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