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
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.
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
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.
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
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.
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
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
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.
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
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
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.
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.
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.