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.
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
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
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.
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
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
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
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.
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.
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.
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.
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
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.
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.
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.
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
Lennar reported first-quarter 2026 results for the period ended February 28, 2026, with net earnings attributable to Lennar of $229 million, or $0.93 per diluted share, down from $520 million, or $1.96 per diluted share, a year earlier. Total revenues were $6.6 billion, compared with $7.6 billion, as home deliveries fell 5% and the average sales price dropped to $374,000 from $408,000. The company also gave second-quarter 2026 delivery and margin guidance.
Net earnings $229 million, or $0.93 per diluted share, versus $520 million, or $1.96, in Q1 2025
Total revenues $6.6 billion versus $7.6 billion; gross margin on home sales 15.2% versus 18.7%
Q2 2026 guidance: 20,000 to 21,000 deliveries and gross margin of 15.5% to 16.0%
Repurchased 2 million shares for $237 million during the quarter
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.
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.
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.
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.
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
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
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
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
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.
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
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.
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.
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
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
Kroger reported fourth quarter 2025 EPS of $1.35, up from $0.90 a year earlier, with sales of $34.7 billion and identical sales without fuel up 2.4%. For full-year 2025, GAAP EPS fell to $1.54 from $3.67 because of a $2.5 billion impairment and related charge for its automated fulfillment network, while adjusted EPS rose to $4.85 from $4.47. The company also guided 2026 adjusted EPS to $5.10 to $5.30 and expects to complete an additional $2 billion share repurchase by the end of fiscal 2026.
Q4 2025 operating profit was $1,246 million versus $912 million; adjusted EPS was $1.28 versus $1.14
Full-year 2025 GAAP EPS of $1.54 includes a $2.91 per diluted share loss from the $2.5 billion fulfillment network charge
2026 guidance: identical sales without fuel up 1.0% to 2.0%, adjusted FIFO operating profit $5.0 to $5.2 billion, free cash flow $2.7 to $2.9 billion
Board approved an additional $2 billion share repurchase authorization in December 2025, to be completed by end of fiscal 2026
Cracker Barrel reported fiscal 2026 second-quarter revenue of $874.8 million, down 7.9% from the prior year quarter, with GAAP diluted EPS of $0.06 versus $0.99 a year earlier. The company narrowed its fiscal 2026 outlook, with adjusted EBITDA now expected at $85 million to $100 million, compared with the previous $70 million to $110 million range.
Q2 total revenue $874.8 million, down 7.9%; comparable store restaurant sales down 7.1% and comparable store retail sales down 9.2%
GAAP diluted EPS $0.06 vs. $0.99; adjusted diluted EPS $0.25 vs. $1.38; GAAP net income $1.3 million vs. $22.2 million
Fiscal 2026 outlook: revenue $3.24 billion to $3.27 billion (previously $3.2 billion to $3.3 billion); adjusted EBITDA $85 million to $100 million (previously $70 million to $110 million)
Expects a net cash benefit of about $46 million in the third quarter from settlement of certain litigation; quarterly dividend of $0.25 per share payable May 13, 2026
Broadcom reported first-quarter fiscal 2026 revenue of $19.3 billion, up 29% from a year earlier, with GAAP diluted EPS of $1.50 versus $1.14 and non-GAAP diluted EPS of $2.05 versus $1.60. It guided second-quarter revenue to about $22.0 billion, up 47% year over year, and announced a $0.65 quarterly dividend and a new $10 billion share repurchase program, which together signal continued revenue growth and plans to return cash to shareholders.
Q1 AI semiconductor revenue was $8.4 billion, up 106% year over year, per CEO Hock Tan
GAAP net income was $7.3 billion, up 34% from $5.5 billion; non-GAAP net income was $10.2 billion
Quarterly dividend of $0.65 per share is payable March 31, 2026, to holders of record on March 23, 2026
New $10 billion share repurchase program runs through December 31, 2026
Grocery Outlet reported a fourth-quarter fiscal 2025 net loss of $218.2 million, or $(2.22) per diluted share, compared with net income of $2.3 million a year earlier, after $149.0 million of goodwill impairment and $110.2 million of long-lived asset impairment. Net sales rose 10.7% to $1.22 billion, although comparable store sales fell 0.8%, and the company's board adopted a plan on March 2, 2026 to close 36 underperforming stores. Fiscal 2026 guidance calls for adjusted EBITDA of $220 million to $235 million and diluted adjusted earnings per share of $0.45 to $0.55, versus $0.76 in fiscal 2025.
Q4 net sales rose 10.7% to $1.22 billion, including $82.4 million from the 53rd week; comparable store sales declined 0.8%.
Q4 net loss was $218.2 million, or $(2.22) per diluted share, versus net income of $2.3 million, or $0.02, a year earlier.
Board adopted the Optimization Plan on March 2, 2026 to close 36 stores; estimated fiscal 2026 net restructuring charges are $14 million to $25 million.
Fiscal 2026 outlook: net sales of $4.60 billion to $4.72 billion and adjusted EBITDA of $220 million to $235 million.
Bath & Body Works reported fourth-quarter 2025 net sales of $2,724 million, down 2%, and diluted EPS of $1.99 versus $2.09 a year earlier. It guided fiscal 2026 net sales down 4.5% to 2.5% and adjusted diluted EPS of $2.40 to $2.65, compared with adjusted EPS of $3.21 in 2025, which signals lower profit for shareholders.
Q4 2025 net sales were $2,724 million, down from $2,788 million; operating income was $599 million versus $678 million.
Q4 2025 diluted EPS was $1.99 ($2.05 adjusted), compared with $2.09 a year earlier.
Full-year 2026 guidance: net sales down 4.5% to 2.5%; adjusted diluted EPS of $2.40 to $2.65, compared with $3.21 in 2025.
Company expects free cash flow of approximately $600 million in fiscal 2026 and assumes no share repurchases.
Dycom reported record fourth-quarter contract revenues of $1.458 billion, up 34.4%, and full-year revenue of $5.546 billion, up 17.9%, with the Power Solutions acquisition contributing. Fourth-quarter GAAP net income fell to $16.3 million, or $0.55 per diluted share, after transaction-related costs, while adjusted diluted EPS rose to $2.03 and the company guided fiscal 2027 contract revenues to $6.85 billion to $7.15 billion.
Q4 contract revenues $1.458 billion, up 34.4%, or 16.6% organically; Q4 net income $16.3 million vs. $32.7 million a year earlier
Full-year net income $281.2 million, up 20.5%; diluted EPS $9.56 vs. $7.92
Power Solutions, LLC acquisition completed December 23, 2025; Q4 acquisition and integration costs $18.8 million
Fiscal 2027 outlook: contract revenues $6.85 billion to $7.15 billion; Q1 fiscal 2027 adjusted EBITDA $202 million to $218 million
Ross Stores reported fourth-quarter fiscal 2025 sales up 12% to $6.6 billion and diluted earnings per share of $2.00, above its guidance of $1.77 to $1.85. The company projected fiscal 2026 EPS of $7.02 to $7.36, compared with $6.61 in fiscal 2025, and approved a new two-year $2.55 billion stock buyback and a 10% increase in its quarterly dividend, which means more cash returned to shareholders.
Q4 sales rose 12% to $6.6 billion, with comparable store sales up 9%.
Q4 diluted EPS of $2.00, compared with $1.79 a year earlier and guidance of $1.77 to $1.85.
Q1 fiscal 2026 EPS guidance of $1.60 to $1.67 vs. $1.47; full-year fiscal 2026 guidance of $7.02 to $7.36 vs. $6.61.
New two-year $2.55 billion buyback for fiscal 2026 and 2027; quarterly dividend raised 10% to $0.445 per share, payable March 31, 2026.
Versant Media Group reported full-year 2025 results showing declines in revenue, net income and Adjusted EBITDA compared with 2024. The company also declared a $0.375 per share quarterly dividend and authorized its first share repurchase program of up to $1 billion, which matters to shareholders as a new capital return commitment alongside weaker results.
2025 revenue was $6.69 billion, down 5.3% from $7.06 billion in 2024
Net income attributable to Versant was $930 million, down 31.8% from $1.36 billion
Adjusted EBITDA was $2.42 billion, down 14.5%; Standalone Adjusted EBITDA was $2.18 billion, down 9.1%
Quarterly dividend of $0.375 per share is payable April 22, 2026 to holders of record on April 1, 2026
Tidewater reported fourth-quarter 2025 revenue of $336.8 million, down 2.4% from a year earlier, while net income attributable to the company rose to $219.9 million ($4.41 per diluted share) from $36.9 million, mainly because of a non-cash deferred tax benefit of $201.5 million. The company also updated its 2026 revenue guidance to $1.43 billion to $1.48 billion, pro forma for the pending Wilson Sons Ultratug acquisition, which it said assumes a mid-year close.
Q4 2025 revenue of $336.8 million, down from $345.1 million in Q4 2024; Q4 Adjusted EBITDA of $143.1 million
Q4 net income of $219.9 million ($4.41 per diluted share), versus $36.9 million ($0.70 per diluted share) a year earlier, helped by a $201.5 million non-cash deferred tax benefit
2026 revenue guidance set at $1.43 billion to $1.48 billion, with gross margin guidance of 49% to 51%, pro forma for the Wilson Sons Ultratug acquisition
Full-year 2025 revenue of $1,352.8 million, up 0.5%; the company has $500 million remaining in its share repurchase authorization
Alamo Group reported fourth quarter 2025 net sales of $373.7 million, down 3.0% from a year earlier, and fully diluted EPS of $1.28 versus $2.33. For the full year, net sales fell 1.5% to $1,603.7 million and diluted EPS fell to $8.59 from $9.63, while the company raised its quarterly dividend 13.3% to $0.34 per share.
Q4 2025 adjusted fully diluted EPS was $1.70, compared with $2.39 in Q4 2024.
Vegetation Management Division Q4 net sales fell 13.2% to $138.7 million, and its adjusted EBITDA margin was 2.3%.
Industrial Equipment Division Q4 net sales rose 4.2% to $234.9 million, with adjusted EBITDA of $41.5 million.
The quarterly dividend increased from $0.30 to $0.34 per share, and the Petersen Industries acquisition closed in January 2026.
Life360 released unaudited fourth-quarter and audited full-year 2025 results on March 2, 2026, with an investor presentation for a conference call that day. Full-year revenue rose 32% to $489.5 million, and the company reported its first full year of net income at $150.8 million, which includes a one-time, non-cash tax benefit of $118.4 million. The company also gave 2026 guidance of $640 million to $680 million in consolidated revenue and $128 million to $138 million in Adjusted EBITDA.
Full-year 2025 revenue of $489.5 million, up from $371.5 million in 2024; Q4 2025 revenue of $146.0 million, up 26% year over year
Full-year 2025 net income of $150.8 million, versus a net loss of $4.6 million in 2024; excluding the $118.4 million tax benefit, net income was $32.5 million
2026 guidance: consolidated revenue of $640 million to $680 million and Adjusted EBITDA of $128 million to $138 million, about 20% margin
Cash, cash equivalents and restricted cash of $495.8 million at December 31, 2025, up from $160.5 million a year earlier, mainly from the June 2025 convertible notes offering
Dave Inc. reported fourth-quarter 2025 revenue of $163.7 million, up 62%, and net income of $66.0 million, up 292%, with full-year revenue of $554.2 million and net income of $195.9 million. The company also set 2026 guidance for revenue of $690 million to $710 million and raised its share repurchase authorization to $300 million from $125 million, which matters to shareholders because it signals both continued growth expectations and new capacity to buy back stock.
Q4 2025 revenue was $163.7 million, up 62% from $100.9 million; GAAP net income was $66.0 million versus $16.8 million a year earlier.
Full-year 2025 revenue was $554.2 million, up 60%; full-year GAAP net income was $195.9 million versus $57.9 million in 2024.
2026 guidance calls for revenue of $690 million to $710 million and Adjusted EBITDA of $290 million to $305 million.
The board authorized a new buyback of up to $300 million, replacing the prior $125 million program, under which about $113.2 million remained available.
Uniti reported fourth-quarter 2025 revenue of $917.3 million, up from $293.3 million a year earlier, but a net loss of $305.7 million, compared with net income of $21.6 million in the prior-year quarter. For the full year, net income of $1,304.7 million included a one-time $1,683.9 million gain tied to the Windstream merger, and the company issued a 2026 outlook calling for a net loss of $360 million to $410 million and Adjusted EBITDA of $1,425 million to $1,475 million.
Q4 2025 revenue $917.3 million vs. $293.3 million in Q4 2024; Q4 net loss $305.7 million vs. net income of $21.6 million
Full-year 2025 net income $1,304.7 million, including a one-time $1,683.9 million gain on settlement of preexisting relationships; full-year Adjusted EBITDA $1,173.8 million
2026 outlook: revenue $3,605 million to $3,655 million; net loss $410 million to $360 million; Adjusted EBITDA $1,425 million to $1,475 million
February 4 closing of $1.0 billion of 8.625% senior notes due 2032; January 30 closing of $960.1 million Kinetic fiber securitization notes
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