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.
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.
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
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
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.
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.
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.
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.
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.
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%.
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
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.
Darden reported fiscal third-quarter 2026 sales of $3.3 billion, up 5.9%, with same-restaurant sales up 4.2%. Reported diluted EPS from continuing operations fell to $2.68 from $2.74, while adjusted EPS rose 5.4% to $2.95 after excluding impairment and strategic review costs. The company also updated its fiscal 2026 adjusted EPS outlook to $10.57 to $10.67 and declared a $1.50 quarterly dividend.
Q3 total sales rose 5.9% to $3.3 billion; same-restaurant sales rose 4.2%, with LongHorn Steakhouse up 7.2% and Olive Garden up 3.2%.
Reported diluted EPS from continuing operations was $2.68, down from $2.74; adjusted EPS was $2.95, up 5.4%, excluding $0.16 of restaurant closure impairment.
Fiscal 2026 adjusted EPS outlook is $10.57 to $10.67, including about $0.25 from a 53rd week.
Darden repurchased $127 million of stock in the quarter, with $516 million left under a $1 billion authorization; quarterly dividend of $1.50 per share is payable May 1, 2026.
Signet reported fourth-quarter sales of $2.35 billion and adjusted diluted EPS of $6.25, down from $6.62 a year earlier, while full-year adjusted diluted EPS rose to $9.60 from $8.94. The company introduced fiscal 2027 guidance calling for total sales of $6.6 billion to $6.9 billion and adjusted diluted EPS of $8.80 to $10.74, and raised its quarterly dividend to $0.35 per share. Shareholders get a dividend increase and a outlook, but the fourth-quarter adjusted profit decline and the planned James Allen transition, which the company says will cost $60 million to $80 million in net revenue, are factors to weigh.
Q4 sales of $2.35 billion, same store sales down 0.7%; adjusted diluted EPS $6.25 vs. $6.62 in Q4 of FY25
Full-year GAAP diluted EPS of $7.08 vs. a loss of $0.81 in FY25; adjusted diluted EPS $9.60 vs. $8.94
FY27 guidance: total sales $6.6 to $6.9 billion; adjusted diluted EPS $8.80 to $10.74
Quarterly dividend raised to $0.35 per share, payable May 22, 2026, to holders of record April 24, 2026
Progressive reported February 2026 results in a news release furnished under Item 7.01, covering the month ended February 28, 2026. Net income rose 2% to $943 million and earnings per share rose 2% to $1.61, while net premiums written grew 5% to $6,995 million, but the combined ratio worsened to 85.7 from 82.6 a year earlier. The filing contains no guidance changes.
February net income $943 million vs. $928 million a year earlier (up 2%)
Diluted EPS $1.61 vs. $1.58 (up 2%); combined ratio 85.7 vs. 82.6 (3.1 points higher)
Management said February premium growth is about 2-3 points lower due to a month-end closing timing nuance; March results are due April 15, 2026
Williams-Sonoma reported fourth quarter fiscal 2025 net revenues of $2.36 billion, down from $2.46 billion a year earlier, which included a 14-week quarter, while comparable brand revenue rose 3.2% and diluted EPS fell to $3.04 from $3.28. Full-year diluted EPS of $8.84 was a record, and the board raised the quarterly dividend 15% to $0.76 per share, which matters to shareholders because it increases cash returns even as quarterly profit declined.
Q4 operating income was $478 million, with an operating margin of 20.3%, down from 21.5% a year earlier.
Fiscal 2025 diluted EPS was a record $8.84, up 0.6%, on net revenues of $7.81 billion.
Fiscal 2026 outlook calls for net revenue growth of 2.7% to 6.7% and an operating margin of 17.5% to 18.1%, including tariff effects front-loaded in the first half.
Quarterly dividend rises to $0.76 per share, payable May 22, 2026, to holders of record as of April 17, 2026.
Macy's reported fourth-quarter and fiscal 2025 results on March 18, 2026, with comparable sales up 1.5% for the year but net sales down 2.4% to $21.8 billion. Adjusted diluted EPS fell to $2.32 from $2.64 a year earlier, and 2026 adjusted EPS guidance of $1.90 to $2.10 sits below the $2.15 fiscal 2025 figure shown on the updated basis. GAAP results were boosted by a $328 million interchange fee settlement, and the board raised the quarterly dividend 5%.
Q4 2025 net sales were $7.6 billion, down 1.7%, while comparable sales rose 1.8%; adjusted diluted EPS was $1.67 versus $1.80 a year earlier.
Fiscal 2025 GAAP and adjusted diluted EPS were each $2.32, above the company's $2.00 to $2.20 guidance range, against GAAP EPS of $2.07 and adjusted EPS of $2.64 in fiscal 2024.
Fiscal 2026 guidance calls for net sales of $21.4 billion to $21.65 billion and adjusted diluted EPS of $1.90 to $2.10.
Quarterly dividend raised 5% to 19.15 cents per share, payable April 1, 2026; about $1.1 billion remained under the $2.0 billion buyback authorization at fiscal year-end.
lululemon reported fourth quarter 2025 revenue up 1% to $3.6 billion, but diluted earnings per share fell to $5.01 from $6.14 and income from operations fell 22%. For fiscal 2025, revenue rose 5% to $11.1 billion while diluted EPS fell to $13.26 from $14.64. The company guided fiscal 2026 diluted EPS to $12.10 to $12.30, below fiscal 2025's $13.26, on revenue of $11.350 billion to $11.500 billion.
Q4 2025 revenue rose 1% to $3.6 billion, flat on a constant dollar basis; Americas revenue fell 4% while International rose 17%.
Q4 2025 gross margin fell 550 basis points to 54.9% and operating margin fell 660 basis points to 22.3%.
Fiscal 2026 guidance: net revenue of $11.350 billion to $11.500 billion and diluted EPS of $12.10 to $12.30; Q1 2026 diluted EPS guidance is $1.63 to $1.68.
The company repurchased 5.0 million shares for $1.2 billion in fiscal 2025 and ended the year with $1.8 billion in cash and cash equivalents.
Academy Sports and Outdoors reported fiscal 2025 net sales of $6.05 billion, up 2.0%, but diluted EPS fell 3.3% to $5.54 and comparable sales declined 1.5%. For the fourth quarter, sales rose 2.5% and diluted EPS rose 4.8% to $1.98, and the company guided to 2026 net sales growth of 2% to 5% and GAAP diluted EPS of $5.65 to $6.15.
Fiscal 2025 net sales were $6.05 billion, up 2.0%, while comparable sales fell 1.5%.
Fiscal 2025 diluted EPS was $5.54, down from $5.73; adjusted diluted EPS was $5.78, down from $6.02.
Fourth quarter net sales were $1.72 billion, up 2.5%, and diluted EPS was $1.98, up 4.8%.
2026 guidance calls for net sales growth of 2% to 5% and GAAP diluted EPS of $5.65 to $6.15; the board declared a $0.15 quarterly dividend, about 15% higher, payable April 10, 2026.
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.
National Beverage reported results for its third fiscal quarter ended January 31, 2026. Net income rose to $41.2 million from $39.6 million, and diluted earnings per share increased 5% to $0.44, while net sales fell slightly to $264.6 million from $267.1 million. For shareholders, profit grew on slightly lower sales, with gross margin up 60 basis points year over year.
Net sales were $264.6 million, compared with $267.1 million in the prior-year quarter.
Net income was $41.2 million, compared with $39.6 million a year earlier; diluted EPS was $0.44 versus $0.42.
Gross profit was $100 million, reflecting a 60 basis point year-over-year margin improvement.
Operating cash flow was $136 million, and quarter-end cash was $314 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.
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.
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.
Culp reported third-quarter fiscal 2026 net sales of $48.0 million, down from $52.3 million a year earlier, and a net loss of $3.4 million, or $(0.27) per diluted share, compared with a net loss of $4.1 million, or $(0.33) per share, in the prior-year quarter. The company gave only limited forward guidance, expecting sequential sales growth in the fourth quarter, and said it is not providing more specific operating guidance due to uncertainty over possible tariff refunds.
Net sales $48.0 million, down 8.2% from $52.3 million; bedding down about 5% and upholstery down about 12%
Net loss $3.4 million, or $(0.27) per diluted share, vs. $4.1 million, or $(0.33), a year earlier; the quarter included $1.0 million of legal settlement proceeds in other income
Company expects sequential consolidated sales growth in fourth quarter fiscal 2026; $4.8 million balance from sale of Canadian facility due in fourth quarter
Sprinklr reported fourth-quarter fiscal 2026 revenue of $220.6 million, up 9% year over year, and full-year revenue of $857.2 million, up 8%. GAAP net income fell sharply from the prior year, which included a $87.1 million valuation allowance release, while non-GAAP diluted EPS rose to $0.13 from $0.10. The board also authorized a $200 million share repurchase program, with about $125 million planned as an accelerated share repurchase.
Q4 total revenue $220.6 million, up 9%; Q4 GAAP diluted EPS $0.04 versus $0.37 a year earlier
Q4 non-GAAP diluted EPS $0.13 versus $0.10; full-year non-GAAP diluted EPS $0.49 versus $0.37
Board authorized $200 million repurchase program on March 8, 2026; about $125 million planned near term, to be completed by March 15, 2027
Fiscal 2027 total revenue guidance $869 million to $871 million; first-quarter guidance $215.5 million to $216.5 million
AeroVironment reported fiscal third-quarter revenue of $408.0 million for the period ended January 31, 2026, up from $167.6 million a year earlier, but posted a net loss of $156.6 million, or $3.15 per diluted share, after a $151.3 million goodwill impairment tied to its Space unit. The company also disclosed that the U.S. Government intends to terminate for convenience its Other Transaction Agreement for BADGER antenna systems under the SCAR program, which shareholders should weigh against the revenue growth and the updated full-year outlook.
Q3 revenue was $408.0 million versus $167.6 million a year earlier; gross margin fell to 24% of revenue from 38%.
Net loss was $156.6 million, or $3.15 per diluted share, compared with a net loss of $1.8 million, or $0.06 per share, a year earlier; non-GAAP earnings per diluted share were $0.64 versus $0.30.
The U.S. Government informed the company it intends to proceed with terminating the BADGER agreement, but the company may compete for future SCAR work.
For fiscal 2026 the company now expects revenue of $1.85 billion to $1.95 billion and a net loss of $218 million to $201 million.
ABM reported fiscal first-quarter 2026 results for the period ended January 31, 2026, with revenue up 6.1% to $2.2 billion while net income fell to $38.8 million, or $0.64 per diluted share, from $43.6 million, or $0.69, a year earlier. The company said segment operating margin of 7.1% was below its expectations, mainly due to Technical Solutions, and it left its fiscal 2026 outlook unchanged and declared a $0.29 quarterly dividend.
Revenue was $2.2 billion, up 6.1% year over year, including 5.5% organic growth.
Net income was $38.8 million, or $0.64 per diluted share, versus $43.6 million, or $0.69; adjusted EPS was $0.83 versus $0.87.
Segment operating margin was 7.1% versus 7.6%, with Technical Solutions operating profit down 49.0%.
Fiscal 2026 outlook was reaffirmed, with adjusted EPS expected at $3.85 to $4.15; a $0.29 dividend is payable May 4, 2026, to holders of record on April 2, 2026.
UNFI reported second-quarter fiscal 2026 net income of $20 million, or $0.31 per diluted share, compared with a net loss of $3 million a year earlier, while net sales fell 2.6% to $7.9 billion. The company raised its full-year outlook for adjusted EPS, adjusted EBITDA and free cash flow, but lowered its net sales outlook, so shareholders get higher profit expectations alongside a smaller expected revenue base.
Net sales fell 2.6% to $7.9 billion, including a nearly 500 basis point impact from optimization actions
Net income was $20 million ($0.31 per diluted share) versus a $3 million loss ($0.05 per share) a year earlier; adjusted EBITDA rose 23.4% to $179 million
Fiscal 2026 outlook: adjusted EPS raised to $2.30-$2.70 from $1.50-$2.30; net sales lowered to $31.0-$31.4 billion from $31.6-$32.0 billion
Net leverage ratio declined to 2.7x; the company repurchased 742,622 shares for approximately $25 million
Kohl's reported fourth-quarter fiscal 2025 net sales down 3.9% to $5.0 billion and comparable sales down 2.8%, while diluted EPS rose to $1.07 from $0.43 a year earlier. The company also issued fiscal 2026 guidance calling for net sales of down 2% to flat and adjusted diluted EPS of $1.00 to $1.60, so shareholders face a revenue decline alongside higher reported profit.
Q4 net sales fell 3.9% to $5.0 billion; comparable sales fell 2.8%
Q4 diluted EPS of $1.07 versus $0.43 a year earlier; operating income $212 million versus $126 million
Full-year 2026 guidance: net sales down 2% to flat, adjusted operating margin 2.8% to 3.4%, adjusted diluted EPS $1.00 to $1.60
Quarterly dividend of $0.125 per share payable April 1, 2026, to holders of record on March 18, 2026
Amplify Energy reported fourth-quarter 2025 net income of approximately $64.4 million, compared with a net loss of $21.0 million in the third quarter, mainly due to a gain on the sale of its East Texas and Oklahoma assets. Excluding the gain and other one-time items, the company reported an adjusted net loss of $10.4 million, versus adjusted net income of $3.2 million in the prior quarter, and it issued 2026 guidance of $45 million to $65 million in capital investment and $20 million to $45 million in adjusted EBITDA.
Q4 2025 net income of approximately $64.4 million versus a net loss of $21.0 million in Q3 2025, driven by the East Texas and Oklahoma asset sale gain
Total revenues excluding hedges were $56.6 million in Q4 2025, down from $66.4 million in Q3 2025; adjusted EBITDA was $21.5 million versus $20.3 million
2026 guidance: total capital investment of $45 million to $65 million and adjusted EBITDA of $20 million to $45 million, based on flat oil prices of $65 per barrel (WTI)
All outstanding credit facility debt was repaid; cash and cash equivalents were approximately $61 million as of December 31, 2025
Signet Jewelers preliminarily reported fourth quarter and full year fiscal 2026 results, which ended January 31, 2026. Q4 same store sales declined 0.7% to 0.9%, while full-year same store sales rose 1.2% to 1.3%, and management expects results in the upper half of its range. Management said it will provide Fiscal 2027 guidance at its strategic priorities update next Thursday, so forward outlook is not yet available.
Q4 fiscal 2026 sales of $2.34 to $2.35 billion; operating income of $313 to $318 million and adjusted operating income of $322 to $327 million.
Full year fiscal 2026 sales of approximately $6.8 billion; operating income of $388 to $393 million and adjusted operating income of $510 to $515 million.
Management expects more than $500 million in free cash flow in FY26 and a modest gross merchandise margin decline from a shift to broader promotions.
Hurco Companies reported a first-quarter fiscal 2026 net loss of $3,468,000, or $0.54 per diluted share, versus a $4,320,000 loss, or $0.67 per share, a year earlier. Sales fell 8% to $42,868,000, though orders rose 5% to $41,980,000, with the Americas up 18%. The filing gives no full-year guidance, so the quarter's mixed picture is the main signal for shareholders.
Net loss of $3,468,000 ($0.54 per diluted share) vs. $4,320,000 ($0.67) in the prior-year quarter
Sales and service fees of $42,868,000, down $3,546,000 or 8%; favorable currency added 4%
Orders of $41,980,000, up 5%; Americas orders rose 18% to $17,301,000
Gross margin improved to 19% of sales from 18%, while SG&A rose to 26% of sales from 22%
Western Alliance said counterparties tied to Jefferies will not repay the remaining $126.4 million loan balance and will stop payments, so the bank will record a non-cash impairment charge of the same amount in the first quarter of 2026. Management says planned securities gains and expense cuts should offset $100 million of the charge, leaving a $26 million gap, and it still expects another profitable quarter.
Counterparties will not make a $42.125 million principal payment and will discontinue future payments; the outstanding balance is $126.4 million.
The bank filed a complaint in New York Supreme Court on March 6, 2026, alleging breach of contract and fraud.
Management targets $100 million of offsets: $50 million of securities gains (about $45 million realized quarter-to-date) and $50 million of expense savings.
The after-tax impact would reduce the year-end 2025 CET1 ratio by only 7 basis points, according to the company.
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.
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
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.
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