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).
Hershey reaffirmed its 2026 full-year guidance for net sales, organic sales and earnings per share in a March 31, 2026 press release. The company also said it will outline its strategic priorities and financial framework at a 2026 Investor Day held that day at the New York Stock Exchange, with a webcast starting at 12:00 p.m. ET. The filing reports no new quarterly results, and the reaffirmed guidance leaves the outlook unchanged.
Net sales growth guidance for 2026 is 4% to 5%, including an approximate 150 basis point benefit from the 2025 acquisition of LesserEvil, LLC.
Organic net sales growth guidance is 2.5% to 3.5%.
Reported EPS growth guidance is 79% to 89%; adjusted EPS growth guidance is 30% to 35%.
Investor Day webcast begins at 12:00 p.m. ET on March 31, 2026; management will discuss the financial outlook and strategic plans.
Medtronic lowered its fiscal 2026 non-GAAP EPS guidance to $5.50 to $5.54, down from $5.62 to $5.66 given on its Q3 earnings call. The cut reflects a $157 million one-time MiniMed charge tied to Blackstone payments and dilution from the March 9, 2026 MiniMed IPO, which together hit fourth-quarter results. Fiscal 2027 high single-digit EPS growth guidance was left unchanged.
FY2026 non-GAAP EPS guidance now $5.50 to $5.54, versus $5.62 to $5.66 previously
One-time $157 million MiniMed charge expected in Q4 FY2026, about $0.08 per share impact
IPO of 10% of MiniMed closed March 9, 2026, with about $0.04 per share dilution in Q4 FY2026
FDA cleared the MiniMed Flex insulin pump on March 18, 2026, several months earlier than anticipated
AAR reported fiscal third-quarter 2026 sales of $845.1 million, up 25% from a year earlier, and GAAP diluted earnings of $1.71 per share, compared with a loss of $0.25 per share in the prior-year quarter. The company raised its full-year fiscal 2026 total sales growth forecast to about 19% from approaching 17%, which supports the earnings outlook for shareholders, though GAAP profit included a $35.7 million bargain purchase gain.
Q3 sales were $845.1 million, up from $678.2 million; GAAP diluted EPS was $1.71 versus a loss of $0.25 a year earlier.
Adjusted diluted EPS was $1.25, up from $0.99; adjusted EBITDA was $102.1 million, up 26%.
Full-year FY2026 total sales growth guidance was raised to about 19% from approaching 17%; organic growth guidance to about 12% from approaching 11%.
Net leverage was 2.17x as of February 28, 2026, which the company says is within its 2.0x to 2.5x target range.
FedEx reported third-quarter fiscal 2026 results for the quarter ended February 28, 2026, with revenue of $24.0 billion, up from $22.2 billion a year earlier, and GAAP diluted EPS of $4.41 versus $3.76. The company raised its fiscal 2026 EPS forecast before MTM retirement plan adjustments to $16.05 to $16.85 from $14.80 to $16.00, and says the FedEx Freight spin-off remains on track for June 1, 2026.
Q3 revenue $24.0 billion versus $22.2 billion; GAAP operating income $1.35 billion versus $1.29 billion
GAAP diluted EPS $4.41 versus $3.76; adjusted diluted EPS $5.25 versus $4.51
Fiscal 2026 EPS before MTM adjustments raised to $16.05 to $16.85 from $14.80 to $16.00; no GAAP EPS outlook provided
FedEx Freight spin-off on track for June 1, 2026; FedEx Freight issued $3.7 billion of senior notes on February 5, 2026
Jabil reported preliminary, unaudited second-quarter fiscal 2026 results for the period ended February 28, 2026, with net revenue of $8.3 billion, up from $6.7 billion a year earlier, and U.S. GAAP diluted earnings per share of $2.08, up from $1.06. The company raised its fiscal 2026 outlook for revenue and core earnings per share, which matters to shareholders because both headline measures improved and full-year guidance moved higher, though the quarterly figures remain subject to change.
Net revenue of $8.3 billion versus $6.7 billion in the year-earlier quarter
Core diluted EPS of $2.69 versus $1.94; U.S. GAAP diluted EPS of $2.08 versus $1.06
Fiscal 2026 outlook: net revenue of $34 billion and core diluted EPS of $12.25
Third-quarter guidance: net revenue of $8.1 billion to $8.9 billion and core diluted EPS of $2.83 to $3.23
Kestra Medical Technologies reported revenue of $24.6 million for the quarter ended January 31, 2026, up 63% from the prior year, and raised its fiscal 2026 revenue guidance to $93 million from $91 million. The net loss widened to $34.2 million from $21.8 million, so shareholders are weighing faster sales growth against larger losses.
Q3 FY26 revenue was $24.6 million, up 63% from $15.1 million in the prior year period.
Gross margin was 52.6% versus 43.4% a year earlier; gross profit was $12.9 million versus $6.5 million.
GAAP net loss was $34.2 million versus $21.8 million; adjusted EBITDA loss was $21.2 million versus $16.3 million.
FY26 revenue guidance rose to $93 million from $91 million (initial guidance $85 million); cash and cash equivalents were $291 million at January 31, 2026.
Campbell's reported second quarter fiscal 2026 results for the quarter ended February 1, 2026, with net sales down 5% to $2.6 billion and adjusted EPS down 31% to $0.51. The company lowered its full-year fiscal 2026 guidance, now expecting adjusted EPS of $2.15 to $2.25 versus the prior $2.40 to $2.55, citing its Snacks business and a more cautious view for the rest of the year. The lower guidance reduces the earnings outlook for shareholders.
Net sales fell 5% to $2.6 billion; organic net sales fell 3%.
GAAP diluted EPS was $0.48 versus $0.58; adjusted EPS was $0.51 versus $0.74.
Full-year fiscal 2026 adjusted EPS guidance was lowered to $2.15 to $2.25 from $2.40 to $2.55.
Snacks segment operating earnings fell 39% to $67 million; January storm-related delays reduced adjusted EPS by about $0.04 in the quarter.
Walker & Dunlop said it will hold a virtual Investor Day on March 10, 2026, covering its five-year strategy, called Journey to '30. The presentation, filed as Exhibit 99.1, includes 2026 outlook ranges and 2030 targets, which give shareholders the company's first stated multi-year financial goals in this filing.
Virtual Investor Day on Tuesday, March 10, 2026, with a live webcast starting at 9:00 a.m. Eastern Time
The presentation lists 2026 outlook ranges: diluted EPS $3.50-$4.00, adjusted core EPS $4.50-$5.00, and adjusted EBITDA $300-$325 million
The presentation lists 2030 targets: total revenues of $2 billion or more, diluted EPS and adjusted core EPS of $8.00-$10.00, and adjusted EBITDA of $400-$500 million
HPE reported fiscal first-quarter 2026 revenue of $9.3 billion, up 18% from a year earlier, with non-GAAP diluted EPS of $0.65, up $0.16. GAAP diluted EPS was $0.31, down $0.13 from the prior-year period. The company raised its fiscal 2026 non-GAAP diluted EPS outlook to $2.30 to $2.50 and its GAAP outlook to $1.02 to $1.22, which matters to shareholders because it signals higher expected profit for the full year.
Q1 revenue was $9.3 billion, up 18% from the prior-year period; Networking revenue was $2.7 billion, up 151.5%
Non-GAAP diluted EPS was $0.65, up $0.16 year over year; GAAP diluted EPS was $0.31, down $0.13
Fiscal 2026 outlook raised: non-GAAP diluted EPS $2.30 to $2.50, GAAP diluted EPS $1.02 to $1.22, free cash flow at least $2.0 billion
Quarterly dividend of $0.1425 per share, payable April 23, 2026 to holders of record as of March 24, 2026
Vail Resorts reported lower second-quarter fiscal 2026 results, with net income attributable to the company down from a year earlier, and reduced its full-year fiscal 2026 guidance. The company attributed the results to the worst Rockies winter in its history, with lowest snowfall levels in more than 30 years at its Colorado and Utah resorts, and it declared a $2.22 quarterly dividend.
Q2 fiscal 2026 net income attributable to Vail Resorts was $210.0 million, compared with $244.4 million a year earlier.
Resort Reported EBITDA was $421.3 million, down 8.3% from $459.7 million, while resort net revenue fell 4.7% to $1.08 billion.
Fiscal 2026 guidance was cut to net income attributable of $144 million to $190 million and Resort Reported EBITDA of $745 million to $775 million.
Quarterly dividend of $2.22 per share is payable April 9, 2026, to shareholders of record as of March 26, 2026.
Toro reported first-quarter fiscal 2026 net sales of $1.04 billion, up 4% from a year earlier, and reported EPS of $0.69 versus $0.52, with adjusted EPS up 14% to $0.74. The company raised its full-year net sales growth guidance to 3% to 6.5% and adjusted EPS guidance to $4.40 to $4.60, while the Residential segment's sales and earnings declined.
Net sales rose 4% to $1.04 billion; Professional up 7.2% to $824.0 million, Residential down 6.8% to $206.0 million
Reported diluted EPS was $0.69 versus $0.52; adjusted EPS was $0.74 versus $0.65
Full-year adjusted EPS guidance raised to $4.40 to $4.60 from $4.35 to $4.50
Company returned $133 million to shareholders in the quarter, including $94.9 million of stock repurchases and $38.3 million of dividends
Ciena reported fiscal first quarter 2026 revenue of $1.43 billion, up 33.1% from a year earlier, with GAAP diluted EPS of $1.03 versus $0.31 and adjusted EPS of $1.35 versus $0.64. The company raised its fiscal 2026 revenue outlook to $5.9 billion to $6.3 billion and expects fiscal second quarter revenue of $1.5 billion plus or minus $50 million, which signals higher expected sales for shareholders.
Q1 fiscal 2026 revenue was $1.43 billion, up 33.1% from $1.07 billion in Q1 fiscal 2025
GAAP diluted EPS was $1.03 and adjusted EPS was $1.35, compared with $0.31 and $0.64 a year earlier
Fiscal 2026 revenue outlook raised to $5.9 billion to $6.3 billion; Q2 revenue expected at $1.5 billion plus or minus $50 million
Repurchased about 0.4 million shares for $80.5 million under the $1 billion share repurchase program
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.