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).
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.
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
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%.
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.
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.
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
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
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.
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
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.
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
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
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.
SOLV Energy reported fourth-quarter and full-year 2025 results, with full-year revenue of $2.49 billion versus $1.85 billion a year earlier and net income of $149 million versus $10 million. The company also initiated 2026 guidance calling for revenue of $3.72 billion to $3.82 billion and adjusted EBITDA of $400 million to $420 million, which gives shareholders a first forward view of the business after its IPO.
Q4 2025 revenue was $794 million versus $441 million in Q4 2024; Q4 gross margin was 18.1% versus 18.5%.
Full-year 2025 adjusted EBITDA was $342 million versus $165 million in 2024.
2026 guidance: revenue of $3.72 billion to $3.82 billion, gross profit of $580 million to $620 million, adjusted EBITDA of $400 million to $420 million.
Year-end 2025 backlog was $8 billion, up 87% from year-end 2024; the IPO raised $552.5 million in net proceeds.
Accenture reported second-quarter fiscal 2026 revenue of $18.0 billion, up 8% in U.S. dollars and 4% in local currency, and diluted earnings per share of $2.93, up 4% from $2.82 a year earlier. The company raised its full-year free cash flow outlook to $10.8 billion to $11.5 billion and raised the low end of its revenue growth and GAAP earnings per share ranges, which matters to shareholders because it points to higher expected cash generation and profit.
Revenue of $18.04 billion, up 8% in U.S. dollars and 4% in local currency; new bookings of $22.11 billion, up 6% in U.S. dollars.
Diluted EPS of $2.93 versus $2.82 a year earlier; operating margin of 13.8% versus 13.5%.
Full-year fiscal 2026 local-currency revenue growth now expected at 3% to 5%, up from 2% to 5%; free cash flow now $10.8 billion to $11.5 billion, up from $9.8 billion to $10.5 billion.
Quarterly dividend of $1.63 per share, up 10%, payable May 15, 2026; $1.7 billion spent on share repurchases in the quarter.
Five Below reported fourth-quarter fiscal 2025 net sales up 24.3% to $1.73 billion, with diluted EPS of $4.28 versus $3.39 a year earlier. For the full year, net sales rose 22.9% to $4.76 billion and diluted EPS rose to $6.47 from $4.60, and the company issued fiscal 2026 guidance calling for diluted EPS of $7.69 to $8.20.
Q4 net sales $1.73 billion, up from $1.39 billion; comparable sales up 15.4%
Q4 diluted EPS $4.28 vs $3.39; adjusted diluted EPS $4.31 vs $3.48
Fiscal 2026 outlook: net sales $5.20 billion to $5.30 billion; diluted EPS $7.69 to $8.20
Q1 fiscal 2026 outlook: net sales $1.18 billion to $1.20 billion; diluted EPS $1.55 to $1.67
Micron reported fiscal second-quarter 2026 revenue of $23.86 billion for the quarter ended February 26, 2026, up from $13.64 billion in the prior quarter and $8.05 billion a year earlier. GAAP diluted earnings per share were $12.07, compared with $4.60 in the prior quarter, and the company guided third-quarter revenue to $33.5 billion plus or minus $750 million. The board also approved a 30% increase in the quarterly dividend to $0.15 per share.
Revenue was $23.86 billion, versus $13.64 billion in fiscal Q1 2026 and $8.05 billion in fiscal Q2 2025.
GAAP net income was $13.79 billion, or $12.07 per diluted share; non-GAAP diluted EPS was $12.20.
Third-quarter 2026 guidance: revenue of $33.5 billion plus or minus $750 million, and GAAP diluted EPS of $18.90 plus or minus $0.40.
Quarterly dividend of $0.15 per share is payable April 15, 2026, to holders of record as of March 30, 2026.
Docusign reported fourth-quarter and fiscal 2026 results, with revenue up 8% in both periods and higher GAAP and non-GAAP diluted earnings per share in the quarter. The board also authorized up to $2.0 billion in additional stock repurchases and gave fiscal 2027 revenue guidance of $3,484 million to $3,496 million.
Q4 total revenue was $836.9 million, up 8% year over year; GAAP diluted EPS was $0.44 versus $0.39, and non-GAAP diluted EPS was $1.01 versus $0.86.
Fiscal 2026 total revenue was $3.2 billion, up 8%; GAAP diluted EPS was $1.48 versus $5.08, and the prior year included an income tax benefit of $819.9 million.
The board authorized up to $2.0 billion more in stock repurchases; $2.6 billion remained under the program as of March 17, 2026.
Fiscal 2027 revenue guidance is $3,484 million to $3,496 million, about 8% growth; Q1 fiscal 2027 revenue guidance is $822 million to $826 million.
HealthEquity reported results for the fiscal year and fourth quarter ended January 31, 2026. Fiscal year revenue rose 9% to $1.31 billion and net income rose 123% to $215.2 million, or $2.46 per diluted share. The company raised its fiscal 2027 outlook, which now calls for revenue of $1.405 billion to $1.415 billion and GAAP net income of $2.78 to $2.85 per diluted share.
Fiscal 2026 revenue of $1.31 billion, up 9% from $1.20 billion; net income of $215.2 million, or $2.46 per diluted share, versus $96.7 million, or $1.09, a year earlier.
Fourth quarter revenue of $334.6 million, up 7%; net income of $49.7 million, or $0.58 per diluted share, versus $0.30 a year earlier.
Fiscal 2027 outlook (year ending January 31, 2027): revenue of $1.405 billion to $1.415 billion and Adjusted EBITDA of $618 million to $628 million.
Repurchased $301.7 million of common stock in fiscal 2026; $177.7 million remained authorized for repurchase as of January 31, 2026.
Dollar Tree reported fourth-quarter fiscal 2025 results for the quarter ended January 31, 2026, with net sales up 9.0% to $5.45 billion and same-store net sales up 5.0%. The company also issued fiscal 2026 guidance calling for net sales of $20.5 billion to $20.7 billion and adjusted diluted EPS of $6.50 to $6.90, and said it returned $1.548 billion to shareholders through buybacks in fiscal 2025.
Q4 diluted EPS from continuing operations was $2.56, up 37.8%; Q4 operating income was $695 million, up 30.2%
Fiscal 2026 outlook: net sales of $20.5 billion to $20.7 billion, about 400 new stores and 75 closings, and adjusted diluted EPS of $6.50 to $6.90
First-quarter fiscal 2026 outlook: net sales of $4.9 billion to $5.0 billion and adjusted diluted EPS of $1.45 to $1.60
As of January 31, 2026, $1.8 billion remained under the share repurchase authorization; quarter-to-date repurchases were $193 million
Buckle reported fourth-quarter fiscal 2025 net income of $80.8 million, or $1.59 per diluted share, up from $77.2 million, or $1.53 per diluted share, a year earlier. For the fiscal year ended January 31, 2026, net income was $209.7 million, or $4.14 per diluted share, compared with $195.5 million, or $3.89 per diluted share, in the prior year, with sales up 6.6% to $1.298 billion. The filing furnishes the full earnings release as Exhibit 99.1 and does not include forward guidance in the 8-K text.
Q4 net sales rose 5.3% to $399.1 million; comparable store net sales increased 3.9%
Q4 online sales rose 6.4% to $74.2 million
Fiscal year net sales rose 6.6% to $1.298 billion; comparable store net sales increased 5.6%
Store count was 440 at fiscal year-end, down from 441 a year earlier
Artesian Resources reported 2025 net income of $22.8 million, up $2.4 million, or 11.9%, from 2024, with diluted earnings per share up 11.6% to $2.21. Fourth-quarter net income rose 7.5% to $4.1 million, and fourth-quarter revenue rose 4.3% to $28.0 million. Profit and revenue both improved for the year and the quarter, which is the main news for shareholders.
Full-year 2025 revenues totaled $112.9 million, up $5.0 million, or 4.6%
Fourth-quarter 2025 diluted net income per share was $0.40, up 8.1% from $0.37
The company invested $58.8 million in water and wastewater infrastructure during 2025
Results were released March 12, 2026 as Exhibit 99.1 to a Form 8-K signed by CFO David B. Spacht on March 13, 2026
Rubrik reported fourth-quarter and fiscal 2026 results for the period ended January 31, 2026, with total revenue up 46% year-over-year to $377.7 million and GAAP net loss per share narrowing to $(0.43) from $(0.61). The company also gave fiscal 2027 guidance, including full-year revenue of $1,597 million to $1,607 million, which shareholders can compare with future results.
Q4 fiscal 2026 total revenue was $377.7 million, up 46% from $258.1 million; subscription ARR grew 34% to $1.46 billion
GAAP net loss per share was $(0.43) versus $(0.61) a year earlier; Q4 free cash flow was $70.1 million versus $75.2 million
Fiscal 2027 guidance: Q1 revenue of $365 million to $367 million; full-year revenue of $1,597 million to $1,607 million and free cash flow of $265 million to $275 million
ServiceTitan reported fiscal fourth quarter 2026 revenue of $254.0 million, up 21% from a year earlier, and a GAAP loss from operations of $42.7 million, compared with $99.9 million in the prior-year quarter. For the full fiscal year 2026, total revenue was $961.0 million, up 24%. The company also gave fiscal 2027 guidance of $1,110 million to $1,120 million in total revenue and $128 million to $133 million in non-GAAP income from operations.
Q4 fiscal 2026 total revenue was $254.0 million, up 21% from $209.3 million; platform revenue was $245.1 million, up 23%.
GAAP loss from operations narrowed to $42.7 million from $99.9 million; non-GAAP income from operations rose to $27.1 million from $6.9 million.
Full fiscal 2026 GAAP loss from operations was $169.2 million, versus $230.0 million in fiscal 2025; full-year non-GAAP free cash flow was $85.1 million.
Fiscal 2027 guidance: total revenue of $1,110 million to $1,120 million and non-GAAP income from operations of $128 million to $133 million for the full year.
Transcontinental Realty Investors reported net income attributable to common shares of $8.3 million, or $0.97 per diluted share, for the quarter ended December 31, 2025, up from $0.1 million, or $0.01 per share, a year earlier. The company said the increase was mainly due to a $12.7 million rise in gain on sale of assets, tied to the October 2025 sale of Villas at Bon Secour, while its net operating loss widened to $3.5 million from $1.7 million.
Net income attributable to common shares was $8.3 million, or $0.97 per diluted share, versus $0.1 million, or $0.01 per share, in Q4 2024.
Revenue rose $0.3 million to $12.1 million, driven by commercial properties, including higher occupancy at Stanford Center.
Net operating loss increased $1.8 million to $3.5 million, mainly from higher costs at lease-up properties.
On October 10, 2025, the company sold Villas at Bon Secour for $28.0 million, recording a $12.2 million gain; stabilized occupancy was 81% at December 31, 2025.
American Realty Investors reported net income attributable to common shares of $9.8 million, or $0.60 per diluted share, for the three months ended December 31, 2025, compared with a net loss of $0.2 million, or $0.01 per share, a year earlier. The swing was driven mainly by a $15.0 million increase in gains on sale of assets, including the October 2025 sale of Villas at Bon Secour, while the net operating loss widened.
Total revenue rose to $13.0 million from $12.0 million year over year.
Net operating loss widened to $3.0 million from $1.8 million, as operating expenses increased $2.1 million.
Gain on real estate transactions was $14.4 million, versus a loss of $0.6 million a year earlier.
Total stabilized occupancy was 81% at December 31, 2025: 93% multifamily and 59% commercial.
Ollie's Bargain Outlet reported fourth-quarter and fiscal 2025 results on March 12, 2026. Q4 net sales rose 16.8% to $779.3 million and diluted EPS rose to $1.39 from $1.11, and the company gave an initial fiscal 2026 outlook calling for adjusted diluted EPS of $4.40 to $4.50 and net sales of $2.985 billion to $3.013 billion.
Q4 net sales of $779.3 million, up 16.8% from $667.1 million; comparable store sales rose 3.6%
Q4 diluted EPS of $1.39 versus $1.11 a year earlier; adjusted diluted EPS of $1.39 versus $1.19
FY2026 outlook: net sales of $2.985 billion to $3.013 billion, adjusted diluted EPS of $4.40 to $4.50, and 75 new stores
Dollar General reported fiscal 2025 fourth-quarter net sales of $10.9 billion, up 5.9%, and diluted EPS of $1.93, up 121.8% from $0.87 a year earlier. The prior-year quarter included charges tied to a store portfolio optimization review, which the company said reduced EPS by about $0.81 per share. The company also guided fiscal 2026 diluted EPS to $7.10 to $7.35 and declared a $0.59 quarterly dividend.
Q4 fiscal 2025 net sales rose 5.9% to $10.9 billion; same-store sales rose 4.3%.
Q4 diluted EPS was $1.93 versus $0.87; the prior-year quarter was reduced by about $0.81 per share from store review charges.
Fiscal 2026 guidance: diluted EPS of $7.10 to $7.35 and net sales growth of 3.7% to 4.2%; guidance assumes no share repurchases.
Quarterly dividend of $0.59 per share, payable on or before April 21, 2026, to holders of record on April 7, 2026.
UiPath reported fiscal fourth-quarter 2026 revenue of $481 million, up 14% year over year, and GAAP operating income of $80 million, compared with $34 million a year earlier. For the full year, it reported GAAP operating income of $57 million, versus a loss of $163 million in fiscal 2025, and said this was its first full year of GAAP profitability. The company also announced a new $500 million stock repurchase authorization after completing a $1 billion program, and gave fiscal 2027 revenue guidance of $1.754 billion to $1.759 billion.
Q4 fiscal 2026 revenue $481 million, up 14% year over year; ARR $1.853 billion, up 11%
Q4 GAAP operating income $80 million; full-year GAAP operating income $57 million vs. a $163 million loss in fiscal 2025
Fiscal 2027 revenue guidance $1.754 billion to $1.759 billion; non-GAAP operating income approximately $415 million
New $500 million buyback authorized March 5, 2026, with no specified expiration date
Netskope reported fourth-quarter fiscal 2026 revenue of $196.3 million, up 32% year over year, and full-year revenue of $709.0 million, also up 32%. The company issued fiscal 2027 revenue guidance of $870 million to $876 million, while its GAAP operating loss widened sharply. Shareholders should also note that a lock-up period ends at the market open on March 13, 2026, when about 390 million shares may become eligible for sale.
Q4 GAAP net loss per share was $(0.14), compared with $(0.75) a year earlier; GAAP loss from operations was $(114.3) million, compared with $(41.2) million.
ARR grew 31% year over year to $811 million as of January 31, 2026; full-year free cash flow was $12.4 million.
Fiscal 2027 guidance: total revenue of $870 million to $876 million and free cash flow margin of 2% to 4%.
Lock-up expires at the market open on March 13, 2026; about 390 million Class A shares may become eligible for sale, subject to volume limits and Rule 144 for affiliates.
Oracle reported fiscal third-quarter 2026 results for the period ended February 28, 2026, with total revenue of $17.2 billion, up 22% in US dollars, and GAAP diluted earnings per share of $1.27, up 24%. The company raised its fiscal 2027 total revenue guidance to $90 billion and kept its fiscal 2026 revenue ($67 billion) and capital expenditure ($50 billion) outlook unchanged, and it also declared dividends of $0.50 per common share payable April 24, 2026.
Q3 total revenue $17.2 billion, up 22% in USD; GAAP net income $3.7 billion
Non-GAAP diluted EPS $1.79, up 21% in USD; GAAP diluted EPS $1.27, up 24%
Fiscal 2027 total revenue guidance raised to $90 billion; fiscal 2026 guidance unchanged
Common stock dividend of $0.50 per share, record date April 9, 2026, payable April 24, 2026
Casey's reported third-quarter results for the period ended January 31, 2026, with diluted EPS of $3.49, up from $2.33, and net income of $130.1 million, up 49.3%. The company now expects fiscal 2026 EBITDA to rise 18% to 20%, citing strong year-to-date financial performance, which is a higher outlook for shareholders.
Diluted EPS of $3.49 vs. $2.33 a year earlier; net income of $130.1 million vs. $87.1 million
Fiscal 2026 EBITDA now expected to increase 18% to 20%; inside same-store sales outlook raised to 3.5% to 4.5%
Company repurchased about $76 million of shares in the quarter and declared a $0.57 quarterly dividend payable May 15, 2026
Earnings conference call scheduled for March 10, 2026 at 7:30 a.m. CDT
Korn Ferry reported third quarter fiscal 2026 fee revenue of $717.4 million, up 7% from a year earlier, and diluted earnings per share of $1.23, up 12%. The company also gave a fourth-quarter outlook of $730 million to $750 million in fee revenue and diluted EPS of $1.34 to $1.40, assuming no material negative impact from the recent Middle East conflict.
Q3 fee revenue was $717.4 million, up 7% year over year; net income attributable to Korn Ferry was $65.3 million, up 12%
Q3 diluted EPS was $1.23 versus $1.10 a year earlier; adjusted diluted EPS was $1.28 versus $1.19
Q4 FY'26 outlook: fee revenue of $730 million to $750 million and diluted EPS of $1.34 to $1.40
CooperCompanies reported fiscal first-quarter 2026 revenue of $1.024 billion, up 6% from a year earlier and up 3% organically, with GAAP diluted EPS of $0.66 versus $0.52. The company also raised its fiscal 2026 non-GAAP EPS and free cash flow guidance, which matters to shareholders because it points to higher expected earnings and cash generation for the full year.
Q1 revenue of $1.024 billion, up 6% reported and 3% organic; CooperVision $695.1 million and CooperSurgical $329.0 million
GAAP diluted EPS of $0.66 versus $0.52; non-GAAP diluted EPS of $1.10 versus $0.92
Fiscal 2026 guidance: non-GAAP diluted EPS of $4.58 to $4.66, free cash flow of $600 million to $625 million, revenue of $4.306 billion to $4.346 billion
Repurchased $92.5 million of common stock in the quarter; $873.9 million of authorization remains
Costco reported results for the second quarter of fiscal 2026, ended February 15, 2026, and sales for the four weeks ended March 1, 2026. Net sales rose 9.1% and net income rose to $2,035 million, or $4.58 per diluted share, up from $4.02 a year earlier, so both headline measures improved for shareholders.
Q2 net sales were $68.24 billion, up 9.1% from $62.53 billion a year earlier.
Q2 net income was $2,035 million, or $4.58 per diluted share, compared with $1,788 million, or $4.02, last year.
Total company comparable sales rose 7.4%, or 6.7% excluding gasoline prices and foreign exchange.
February net sales were $21.69 billion, up 9.5% from $19.81 billion, for the four weeks ended March 1, 2026.
Samsara reported fourth-quarter fiscal 2026 revenue of $444.3 million, up 28% year over year, and GAAP earnings of $0.04 per share, its second straight quarter of GAAP profitability. For the full fiscal year, revenue was $1.6 billion, up 30%, and the GAAP net loss narrowed to $9.1 million from $154.9 million. The company guided fiscal 2027 revenue to $1.965 billion to $1.975 billion, implying 21% to 22% growth.
Q4 revenue $444.3 million, up 28% year over year; ending ARR $1.890 billion, up 30%
Q4 GAAP EPS $0.04, versus a loss of $0.02 a year earlier; GAAP operating income $9.0 million versus a $18.4 million loss
Fiscal 2027 outlook: revenue $1.965 billion to $1.975 billion; non-GAAP EPS $0.65 to $0.69; Q1 revenue $454 million to $456 million
Guidewire reported unaudited results for the fiscal second quarter ended January 31, 2026, with total revenue of $359.1 million, up 24% from a year earlier, and GAAP net income of $60.1 million, compared with a net loss of $37.3 million a year earlier. The company raised its fiscal 2026 outlook across the board, including total revenue of $1,438 million to $1,448 million.
Q2 GAAP diluted earnings per share were $0.70, versus a loss of $0.45 a year earlier; non-GAAP diluted EPS was $1.17, versus $0.51.
Subscription and support revenue rose 33% to $237.2 million, while license revenue fell 7% to $59.5 million.
Annual recurring revenue was $1,121 million at January 31, 2026, up from $1,041 million at July 31, 2025.
Fiscal 2026 updated outlook: total revenue of $1,438 million to $1,448 million and GAAP operating income of $100 million to $110 million.
Marvell reported fourth-quarter fiscal 2026 net revenue of $2.219 billion, up 22% from a year earlier and $19.0 million above the midpoint of its December 2, 2025 guidance. GAAP diluted EPS was $0.46 and non-GAAP diluted EPS was $0.80, compared with $0.23 and $0.60 a year earlier. For the first quarter of fiscal 2027, the company expects revenue of $2.400 billion, plus or minus 5%, and non-GAAP diluted EPS of $0.79, plus or minus $0.05, including the expected results of the Celestial AI and XConn Technologies acquisitions.
Q4 fiscal 2026 net revenue was $2.219 billion, up 22% year over year; data center revenue was $1.651 billion, up 21%.
Fiscal 2026 net revenue was $8.195 billion, up 42%, and GAAP diluted EPS was $3.07 versus a loss of $1.02 in fiscal 2025.
Q4 GAAP net income was $396.1 million, down from $1.90 billion in the prior quarter, which included a $1.83 billion gain on sale of a business.
Q1 fiscal 2027 outlook: revenue $2.400 billion plus or minus 5%; non-GAAP diluted EPS $0.79 plus or minus $0.05; GAAP diluted EPS $0.31 plus or minus $0.05.
Wiley reported third-quarter fiscal 2026 results for the quarter ended January 31, 2026, with revenue of $410 million, up 1% as reported and flat at constant currency, and GAAP diluted EPS of $0.56 compared with a loss of $0.43 a year earlier. The company now expects to reach the high end of its fiscal 2026 range for Adjusted EBITDA margin and Adjusted EPS, and it reaffirmed its revenue and free cash flow outlook. Shareholders also received higher capital returns, with $35 million of share repurchases in the quarter and a full-year repurchase target of $100 million.
Revenue of $410 million, up 1% as reported; Adjusted EPS of $0.97 compared with $0.84 a year earlier
Operating income of $62.8 million, up 21%; net income of $29.7 million compared with a net loss of $23.0 million
Fiscal 2026 Adjusted EPS outlook of $3.90 to $4.35, guided to the high end of the range; Adjusted EBITDA margin outlook of 25.5% to 26.5%, also high end
Free cash flow less product development spending of $55.5 million for the nine months; full-year free cash flow outlook of approximately $200 million reaffirmed
BJ's Wholesale Club reported fourth-quarter and fiscal 2025 results on March 5, 2026, with net sales up 5.5% to $5.45 billion and diluted EPS of $0.96, up from $0.92. The company also guided fiscal 2026 adjusted EPS to $4.40 to $4.60, compared with adjusted EPS of $4.40 for fiscal 2025, and projected capital expenditures of approximately $800 million.
Q4 net sales rose 5.5% year-over-year to $5.45 billion; membership fee income rose 10.9% to $129.8 million
Q4 operating income was $178.1 million, down 0.2% from $178.4 million a year earlier
Fiscal 2025 net income rose 8.2% to $578.4 million, with diluted EPS of $4.38 versus $4.00
Fiscal 2026 guidance: comparable club sales excluding gasoline up 2.0% to 3.0%, adjusted EPS $4.40 to $4.60, capital expenditures about $800 million
Burlington Stores reported fourth-quarter fiscal 2025 total sales up 11% to $3.64 billion, with comparable store sales up 4%, and net income of $310 million, or $4.84 per diluted share, versus $4.02 a year earlier. The company also forecast fiscal 2026 adjusted EPS of $10.95 to $11.45, compared with $10.17 in fiscal 2025, which signals growth expectations for shareholders.
Q4 total sales rose 11% to $3.64 billion; comparable store sales rose 4%.
Q4 net income was $310 million, or $4.84 per diluted share, vs. $261 million, or $4.02, a year earlier.
Fiscal 2026 outlook: total sales up 8% to 10% and adjusted EPS of $10.95 to $11.45, vs. $10.17 in fiscal 2025.
First-quarter fiscal 2026 outlook: adjusted EPS of $1.60 to $1.75, vs. $1.67 in the prior-year quarter.
Liquidia reported full-year 2025 total revenue of $158.3 million, up from $14.0 million in 2024, as YUTREPIA launched in June 2025. The net loss narrowed to $68.9 million, or $0.80 per share, from $128.3 million, or $1.63 per share, and the company posted its second consecutive quarter of net income, $14.6 million in the fourth quarter.
YUTREPIA net product sales were $148.3 million for 2025, including $90.1 million in the fourth quarter.
Fourth-quarter 2025 net income was $14.6 million, compared with a net loss of $38.5 million in the fourth quarter of 2024.
Selling, general and administrative expenses rose to $157.2 million from $81.6 million in 2024.
Cash and cash equivalents were $190.7 million at December 31, 2025, compared with $176.5 million a year earlier.
Ooma reported fiscal fourth-quarter 2026 revenue of $74.6 million, up 15% year over year, and GAAP net income of $4.0 million, or $0.14 per diluted share, compared with a net loss of $0.3 million a year earlier. The company also gave first-quarter and full fiscal 2027 revenue and profit ranges, and the December 2025 acquisitions of FluentStream and Phone.com contributed $6.1 million of Q4 revenue. Shareholders get a clearer view of results and outlook, though the GAAP profit includes a $2.5 million tax benefit.
Q4 fiscal 2026 revenue was $74.6 million, up 15%; the FluentStream and Phone.com acquisitions contributed $6.1 million.
GAAP net income was $4.0 million, or $0.14 per diluted share, versus a net loss of $0.3 million, or $0.01 per share, a year earlier; it includes a $2.5 million tax benefit.
Non-GAAP net income was $9.4 million, or $0.34 per diluted share, versus $5.8 million, or $0.21, a year earlier.
Fiscal 2027 outlook: total revenue of $321 million to $325 million and GAAP net income of $9.3 million to $10.8 million; Q1 fiscal 2027 revenue of $79.6 million to $80.4 million.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.