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).
Genevant and Arbutus, both tied to Roivant, agreed to settle their patent infringement litigation against Moderna over LNP technology in its COVID-19 vaccines. Moderna will pay $950 million by July 8, 2026, plus a contingent $1.3 billion tied to a Federal Circuit appeal on 28 U.S.C. §1498. Roivant's board also raised its share repurchase authorization to $1.0 billion, including the previously approved $500 million.
Moderna to pay a noncontingent $950 million lump sum on or before July 8, 2026
Additional $1.3 billion contingent payment depends on the Federal Circuit's §1498 ruling; a partial outcome yields a prorated amount
Board increased the share repurchase program to up to $1.0 billion, funded with cash on hand, with no expiration date
CrowdStrike reported fourth-quarter fiscal 2026 results for the quarter ended January 31, 2026. Revenue rose 23% to $1.31 billion, and GAAP net income attributable to CrowdStrike was $38.7 million, compared with a loss of $86.3 million a year earlier. The company also gave fiscal 2027 total revenue guidance of $5.87 billion to $5.93 billion, which matters to shareholders as a forward view of growth.
Q4 total revenue was $1.31 billion, up 23% from $1.06 billion; ending ARR reached $5.25 billion, up 24%
GAAP net income attributable to CrowdStrike was $38.7 million, or $0.15 per diluted share, versus a loss of $86.3 million, or $0.35 per share, a year earlier
Fiscal 2027 total revenue guidance is $5.87 billion to $5.93 billion; Q1 fiscal 2027 total revenue guidance is $1.36 billion to $1.36 billion
Subsequent to January 31, 2026, through March 2, 2026, the company repurchased shares for $50.6 million, with $949.4 million remaining under the program
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.
On March 3, 2026, Pinterest agreed to sell $1 billion of 1.75% convertible senior notes due 2031 to Elliott, with closing expected on or about March 5, 2026. The company said it will use the proceeds for a $1 billion accelerated share repurchase, and its board authorized a new $3.5 billion buyback program that replaces the existing one. The notes convert at an initial price of about $22.72 per share, so conversion could add shares outstanding.
Elliott to buy $1 billion of notes at 1.75% interest, maturing March 1, 2031; closing expected on or about March 5, 2026
Initial conversion price of about $22.72 per share, a 30% premium to the March 2, 2026 closing price
$1 billion accelerated share repurchase with Goldman Sachs; initial delivery of about 80% of expected shares; final settlement no later than May 1, 2026
Board-approved $3.5 billion program leaves about $2.5 billion after the ASR; company intends up to $500 million more under a Rule 10b5-1 plan
Kontoor Brands reported fourth-quarter and full-year 2025 results on March 3, 2026, and gave initial 2026 guidance. Fourth-quarter revenue and reported diluted EPS rose from a year earlier, though much of the revenue gain came from the Helly Hansen acquisition, and full-year reported EPS fell to $4.05 from $4.36. The company expects 2026 revenue of $3.40 to $3.45 billion and adjusted EPS of $6.40 to $6.50, and plans $225 million of voluntary term loan payments.
Q4 2025 revenue was $1.02 billion, up 46%; up 2% excluding Helly Hansen and the 53rd week.
Q4 reported diluted EPS was $1.31 versus $1.14 a year earlier; adjusted EPS was $1.73, up 26%.
2026 outlook: revenue of $3.40 to $3.45 billion, adjusted EPS of $6.40 to $6.50, and cash from operations of about $425 million.
Full-year 2025 reported diluted EPS was $4.05 versus $4.36 in 2024; net income fell 7%.
THOR Industries reported fiscal second quarter 2026 results for the three months ended January 31, 2026, with net sales of $2.13 billion, up 5.3% from a year earlier, and net income attributable to THOR of $17.8 million, or $0.34 per diluted share, compared with a loss of $551,000 a year earlier. The company left its full-year fiscal 2026 guidance unchanged, citing recent geopolitical events that it said created too much short-term uncertainty to raise the outlook. Management said net income was aided by gains tied to real estate transactions and asset sales.
Net sales of $2.13 billion, up 5.3%; gross profit margin of 11.8% versus 12.1% a year earlier
Net income attributable to THOR of $17.8 million versus a loss of $551,000; diluted EPS of $0.34 versus $(0.01)
Full-year fiscal 2026 guidance held: net sales of $9.0 billion to $9.5 billion and diluted EPS of $3.75 to $4.25
North American Motorized net sales rose 29.3%, while the European RV segment posted a pre-tax loss of $12.3 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.