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).
Moderna and Arbutus/Genevant agreed on March 3, 2026 to settle all pending patent infringement litigation between them, covering Spikevax and mRESVIA, with no future royalties owed. Moderna must pay a $950 million lump sum by July 8, 2026, and may owe a further $1.3 billion contingent payment depending on a Federal Circuit appeal over whether 28 U.S.C. § 1498 bars the claims; if Moderna prevails, no further payments are due.
$950 million noncontingent lump sum payment due on or before July 8, 2026
Contingent payment of $1.3 billion, due within 90 days of a Federal Circuit decision, if § 1498 does not bar the claims
Moderna may appeal the § 1498 issue to the Federal Circuit; full prevailing outcome means no further payments
Fully paid-up, royalty-free license covers Spikevax, mNEXSPIKE and mRESVIA; full agreement to be filed with the Form 10-Q for the quarter ending March 31, 2026
On March 4, 2026, EPAM Systems entered into a $300 million accelerated share repurchase agreement with Morgan Stanley under its $1.0 billion buyback authorization approved in October 2025. EPAM received an initial delivery of 1,703,336 shares, worth $240 million at the March 4 closing price, with the final share count to be set by the average share price over the deal's term, less a discount. The company said it is funding the transaction with cash on hand and borrowings under its existing credit facility, and $452.5 million of authorization remains after the agreement.
Payment: $300 million to Morgan Stanley, signed March 4, 2026
Initial delivery: 1,703,336 shares, or $240 million at the March 4, 2026 closing price, expected by March 5, 2026
Final settlement expected no later than the second quarter of 2026; final share count depends on the volume-weighted average price, less a discount
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
H2O America priced an underwritten offering of 11,484,824 common shares at $53.00 per share on March 3, 2026, an increase of approximately $58.7 million over the offering size announced March 2. The company expects the net proceeds, together with certain debt financing, to fund its Quadvest acquisition, though the offering is not conditioned on that deal closing; new shares sold by the company or settled under forward sale agreements would dilute existing shareholders' earnings per share.
Priced at $53.00 per share for 11,484,824 shares; the company sells 3,937,654 shares directly and 7,547,170 shares are sold through forward sale agreements
Estimated net proceeds of approximately $588.9 million, or $677.2 million if the underwriters' option is exercised in full
Underwriters exercised their option in full on March 3, 2026, for 1,722,723 additional shares
Forward sale agreements have an initial forward price of $51.2775 per share and settle on or before March 2, 2028
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.
Hexcel entered into a cooperation agreement with Vision One Fund, LP on March 3, 2026, under which the activist investor withdrew its nominees for the 2026 annual meeting and agreed to standstill, non-disparagement and voting commitments. The company appointed Neal J. Keating, former chairman, president and CEO of Kaman Corporation, to its Board and Audit Committee the same day.
Vision One Parties agreed to withdraw their nominees for the 2026 Annual Meeting and to customary standstill restrictions until the Expiration Date.
Neal J. Keating, age 70, was appointed to the Board and Audit Committee on March 3, 2026, and will be nominated for election at the 2026 annual meeting.
Board size is capped at ten directors until the 2026 Annual Meeting and nine directors afterward, subject to the Expiration Date terms in the agreement.
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
Ziff Davis said it signed a Securities Purchase Agreement on March 2, 2026, to sell its Connectivity division to Accenture Inc. for $1.2 billion in cash, subject to customary adjustments. The deal has been unanimously approved by the company's Board and is expected to close in the coming months, subject to closing conditions. Shareholders will see the company's remaining business change once the sale closes, though the filing does not state the financial effect of the sale.
Purchase price is $1.2 billion in cash, subject to customary adjustments set out in the agreement.
Agreement signed March 2, 2026, between Ziff Davis, Ziff Davis, LLC and Accenture Inc.
Deal can be terminated if it has not closed by December 2, 2026, which may be automatically extended to March 2, 2027.
At closing, Ziff Davis will provide transition services to Accenture under a Transition Services Agreement.
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.