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).
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
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
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.