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
American Eagle Outfitters reported fourth-quarter fiscal 2025 net revenue of $1.8 billion, up 10%, and a record holiday period. GAAP diluted earnings per share fell to $0.50 from $0.54 after $84 million of impairment and restructuring charges, while adjusted diluted EPS rose to $0.84 from $0.54. The company also guided fiscal 2026 operating income to $390 million to $410 million.
Q4 net revenue of $1.8 billion rose 10%; total comparable sales rose 8%, with Aerie up 23% and American Eagle up 2%.
Q4 GAAP operating profit was $96 million, including $84 million of impairment and restructuring charges tied to the exit from Quiet Platform, store impairments and corporate restructuring.
Fiscal 2025 GAAP diluted EPS was $1.09 versus $1.68 a year earlier; adjusted diluted EPS was $1.50 versus $1.74.
Fiscal 2026 operating income guidance is $390 million to $410 million; 2026 capital expenditures are expected at $250 million to $260 million.
Okta reported fourth-quarter fiscal 2026 revenue of $761 million, up 11% year over year, and GAAP diluted earnings of $0.35 per share versus $0.13 a year earlier. The company set fiscal 2027 revenue guidance of $3.170 billion to $3.190 billion, which represents 9% growth, below the 12% growth reported for fiscal 2026.
Q4 GAAP net income was $63 million, or $0.35 per diluted share, compared with $23 million, or $0.13, a year earlier
Q4 non-GAAP diluted net income per share was $0.90, compared with $0.78 a year earlier
Fiscal 2027 non-GAAP diluted EPS guidance is $3.74 to $3.82, based on a non-GAAP tax rate of 21%, down from 26%
Q1 fiscal 2027 total revenue guidance is $749 million to $753 million, representing 9% growth
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.
National Presto reported 2025 net sales of $503.5 million, up from $388.2 million in 2024, driven by its Defense segment. Net earnings fell 20.2% to $33.1 million ($4.63 per share) from $41.5 million ($5.82 per share), as the Housewares/Small Appliance segment posted a significant operating loss tied to tariffs and a capital loss from a supplier bankruptcy. Vice President of Engineering Jeff Morgan will also retire on April 30, 2026.
Net sales rose to $503.5 million from $388.2 million; Defense sales increased $121.9 million, or 42.9%
Net earnings declined to $33.1 million ($4.63 per share) from $41.5 million ($5.82 per share)
Housewares/Small Appliance net revenue fell $7.2 million, or 7.0%, and the segment reported a significant operating loss
Jeff Morgan will retire as Vice President of Engineering and resign his officer position effective April 30, 2026; the 2026 regular dividend is $1.00 per share with no extra dividend
On March 4, 2026, Azenta's UK subsidiary acquired UK Biocentre Limited, a UK provider of sample management and storage services, for GBP 20.5 million net of cash, including up to GBP 1.8 million in milestone-based contingent consideration. Azenta expects the deal to reduce its 2026 Adjusted EBITDA margin on a pro forma basis, while adding to its 2027 and 2028 organic revenue growth and margin expansion expectations.
Total consideration of GBP 20.5 million, net of cash, including up to GBP 1.8 million contingent on milestones
UK Biocentre generated about GBP 15.3 million in revenue for the twelve months ended September 30, 2025
Expected to be dilutive to 2026 Adjusted EBITDA margin by about 35 basis points on a pro forma fiscal-year basis
Expected to be accretive to 2027 and 2028 organic revenue growth and Adjusted EBITDA margin expansion expectations
Brown-Forman reported third-quarter fiscal 2026 results for the period ended January 31, 2026. Quarterly net sales and diluted earnings per share rose, but nine-month net sales and earnings per share declined, and the company reaffirmed its fiscal 2026 outlook for organic sales and operating income to decline in the low-single digits.
Third quarter: net sales rose 2% to $1.1 billion, operating income rose 21% to $340 million, and diluted EPS rose 1% to $0.58.
Nine months: net sales fell 2% to $3.0 billion, operating income was flat at $905 million, and diluted EPS fell 8% to $1.41.
Fiscal 2026 outlook reiterated for organic net sales and organic operating income declines in the low-single digit range; forecast effective tax rate updated to 19% to 21% from 21% to 23%.
Abercrombie & Fitch reported unaudited results for the fourth quarter and fiscal year ended January 31, 2026. Fourth-quarter net sales rose 5% to $1.67 billion and diluted EPS rose to $3.68 from $3.57, while operating margin fell to 14.1% from 16.2%. For the full year, net sales rose 6% to $5.27 billion, but diluted EPS fell to $10.46 from $10.69, or $9.86 excluding a one-time litigation settlement gain, and the company guided fiscal 2026 EPS to $10.20 to $11.00.
Q4 net sales $1.67 billion, up 5%; comparable sales up 1%; operating income $236 million vs. $256 million a year earlier
Full-year net sales $5.27 billion, up 6%; GAAP diluted EPS $10.46 and adjusted $9.86, vs. $10.69 in fiscal 2024
Full-year operating margin 13.3% reported and 12.5% adjusted, vs. 15.0% a year earlier
Fiscal 2026 outlook: net sales growth 3% to 5%, operating margin 12.0% to 12.5%, EPS $10.20 to $11.00, including a 15% tariff assumption
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
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.