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).
Sabre entered a Strategic Governance Agreement with Constellation Software on March 5, 2026. Under the agreement, Sabre will appoint Damian McKay, CEO of Constellation's Vela Software Group, to its board, and Constellation agreed to a standstill capping its holdings at 15% of Sabre's outstanding common stock. Sabre also amended its rights agreement so the shareholder rights plan expires at the close of business on March 6, 2026.
Constellation Software holds about 12.7% of Sabre's outstanding shares, according to the press release.
Damian McKay, age 54, is to join the board no later than ten business days after March 5, 2026, with a term ending at the 2026 annual meeting.
Constellation's standstill limits its beneficial ownership to 15% of outstanding common stock during the Specified Period.
Shareholder rights plan (rights agreement dated March 1, 2026) terminates effective at the close of business on March 6, 2026.
Effective March 1, 2026, Las Vegas Sands appointed Patrick Dumont as Chairman, Chief Executive Officer, President and Treasurer. The company also entered new employment agreements with CFO Randy Hyzak and General Counsel D. Zachary Hudson, all effective March 2, 2026 and running to March 2, 2031. The filing sets out pay terms and severance, which matter to shareholders as they define the cost of leadership and potential payouts on departure.
Patrick Dumont appointed Chairman, CEO, President and Treasurer effective March 1, 2026
Dumont base salary $2,500,000, with target annual cash incentive of 250% and target equity award of 725% of salary
Hyzak (CFO) base salary $1,350,000; Hudson (General Counsel) base salary $1,600,000
Severance is two times salary plus target bonus if terminated within 24 months of a change of control
NIKE said its management approved a plan on February 27, 2026 for organizational changes that, together with earlier actions, are expected to bring pre-tax charges of about $300 million for the nine months ended February 28, 2026. Most of the charges, mostly for employee severance, are expected in the third quarter of fiscal 2026, and the company may take further actions that lead to more charges. The filing says actual charges may differ, possibly materially, from these estimates.
Expected pre-tax charges of approximately $300 million for the nine months ended February 28, 2026
Charges are primarily employee severance costs and substantially all are expected in the third quarter of fiscal 2026
Plan approved by management on February 27, 2026; additional charges possible in future quarters
GEO Group said Chief Financial Officer Mark Suchinski will leave his position effective March 31, 2026, to relocate out of state and take a job in another industry. Shayn March, the company's Executive Vice President, Finance and Treasurer with 17 years at GEO, was appointed Senior Vice President and Chief Financial Officer effective April 1, 2026. The filing contains no financial results or guidance, so the change is a leadership transition rather than a measure of operating performance.
Mark Suchinski's last day as CFO is March 31, 2026; he notified the company on February 27, 2026
Shayn March takes the CFO role effective April 1, 2026, under a two-year employment agreement
March's base salary is $650,000, with a target annual performance award of 100% of base salary
March received an initial grant of 12,175 shares of restricted stock subject to performance-based vesting
CooperCompanies reported fiscal first-quarter 2026 revenue of $1.024 billion, up 6% from a year earlier and up 3% organically, with GAAP diluted EPS of $0.66 versus $0.52. The company also raised its fiscal 2026 non-GAAP EPS and free cash flow guidance, which matters to shareholders because it points to higher expected earnings and cash generation for the full year.
Q1 revenue of $1.024 billion, up 6% reported and 3% organic; CooperVision $695.1 million and CooperSurgical $329.0 million
GAAP diluted EPS of $0.66 versus $0.52; non-GAAP diluted EPS of $1.10 versus $0.92
Fiscal 2026 guidance: non-GAAP diluted EPS of $4.58 to $4.66, free cash flow of $600 million to $625 million, revenue of $4.306 billion to $4.346 billion
Repurchased $92.5 million of common stock in the quarter; $873.9 million of authorization remains
Gap reported fourth-quarter net sales of $4.2 billion, up 2%, but diluted earnings per share fell to $0.45 from $0.54 and operating income fell to $229 million from $259 million. For fiscal 2025, diluted EPS was $2.13 versus $2.20, and the board authorized a new $1 billion share repurchase with no expiration date, which supersedes the prior program.
Q4 net sales $4.2 billion, up 2%; comparable sales up 3%; Q4 diluted EPS $0.45 versus $0.54 a year earlier.
Fiscal 2025 net sales $15.4 billion, up 2%; diluted EPS $2.13 versus $2.20.
Fiscal 2026 adjusted diluted EPS outlook of approximately $2.20 to $2.35, excluding a $313 million expected legal settlement gain and a $50 million charitable contribution.
New $1 billion share repurchase authorization; first quarter fiscal 2026 dividend of $0.175 per share, about 6% above the prior quarter.
Guidewire reported unaudited results for the fiscal second quarter ended January 31, 2026, with total revenue of $359.1 million, up 24% from a year earlier, and GAAP net income of $60.1 million, compared with a net loss of $37.3 million a year earlier. The company raised its fiscal 2026 outlook across the board, including total revenue of $1,438 million to $1,448 million.
Q2 GAAP diluted earnings per share were $0.70, versus a loss of $0.45 a year earlier; non-GAAP diluted EPS was $1.17, versus $0.51.
Subscription and support revenue rose 33% to $237.2 million, while license revenue fell 7% to $59.5 million.
Annual recurring revenue was $1,121 million at January 31, 2026, up from $1,041 million at July 31, 2025.
Fiscal 2026 updated outlook: total revenue of $1,438 million to $1,448 million and GAAP operating income of $100 million to $110 million.
Pattern Group reported fourth-quarter 2025 revenue of $723 million, up 40% year over year, and net income of $29 million with diluted EPS of $0.16. For the full year, net income fell to $16 million from $68 million, and the loss attributable to common stockholders was $156.6 million, or $1.36 per share, after $172.9 million in adjustments. The board also authorized a repurchase program of up to $100 million of Series A common stock.
Q4 2025 revenue of $723 million, up 40%, and diluted EPS of $0.16 versus $0.13 a year earlier
Full-year 2025 net income of $16 million, including $104 million in share-based compensation and related taxes, versus $68 million in 2024
2026 guidance: full-year revenue of $3,120 million to $3,160 million and Adjusted EBITDA of $180 million to $182 million
$100 million share repurchase program authorized March 2, 2026, with no expiration date and no obligation to buy
Wiley reported third-quarter fiscal 2026 results for the quarter ended January 31, 2026, with revenue of $410 million, up 1% as reported and flat at constant currency, and GAAP diluted EPS of $0.56 compared with a loss of $0.43 a year earlier. The company now expects to reach the high end of its fiscal 2026 range for Adjusted EBITDA margin and Adjusted EPS, and it reaffirmed its revenue and free cash flow outlook. Shareholders also received higher capital returns, with $35 million of share repurchases in the quarter and a full-year repurchase target of $100 million.
Revenue of $410 million, up 1% as reported; Adjusted EPS of $0.97 compared with $0.84 a year earlier
Operating income of $62.8 million, up 21%; net income of $29.7 million compared with a net loss of $23.0 million
Fiscal 2026 Adjusted EPS outlook of $3.90 to $4.35, guided to the high end of the range; Adjusted EBITDA margin outlook of 25.5% to 26.5%, also high end
Free cash flow less product development spending of $55.5 million for the nine months; full-year free cash flow outlook of approximately $200 million reaffirmed
Pinterest closed the sale of $1 billion in 1.75% Convertible Senior Notes due 2031 to Elliott Associates and Elliott International on March 5, 2026, under an agreement signed March 3. The notes can convert into Class A common stock at an initial price of about $22.72 per share, so conversion would add shares outstanding, and the company must pay interest and repay principal on the notes.
Principal amount: $1 billion, issued to Elliott on March 5, 2026
Interest rate 1.75% per year, paid semi-annually on March 1 and September 1, starting September 1, 2026
Maturity March 1, 2031; initial conversion price about $22.72 per share (44.0063 shares per $1,000 note)
Company may redeem on or after March 5, 2029 if the stock trades at least 130% of the conversion price; holders may require repurchase on a change of control
Six Flags signed an Equity Purchase Agreement to sell six U.S. parks and related assets to EPR Properties and its operator affiliate for $318,885,000 in cash, and a separate subsidiary agreement covers Six Flags La Ronde in Montreal, for a combined $331 million across seven parks. The parks generated approximately $260 million in net revenue and $45 million in Adjusted EBITDA for 2025, and the company says proceeds will pay down debt, with closing expected by the end of the first quarter or early in the second quarter of 2026.
Buyer is EPR Properties (NYSE: EPR); the 8-K lists six parks, and the press release adds Six Flags La Ronde, for seven parks total
Press release cites $331 million total cash consideration, subject to purchase price adjustments; the 8-K states $318,885,000 for the Transaction
Parks collectively had about 4.5 million guests, $260 million in net revenue and $45 million in Adjusted EBITDA for the year ended Dec. 31, 2025
Ten percent of the purchase price goes into escrow at closing, with a three-year non-compete in favor of the buyer
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
McKesson said CFO Britt Vitalone will retire, with his last day as CFO on May 28, 2026, and Kenny Cheung, formerly CFO of Sysco, will take over as CFO effective May 29, 2026. Vitalone will then serve as a non-employee advisor under a $50,000 monthly advisory fee, and the filing describes Cheung's sign-on and ongoing pay package. A CFO change at a company of this size is a significant leadership event for shareholders, though the filing reports no change in financial results or guidance.
Britt Vitalone's last day as CFO is May 28, 2026; he remains an employee through July 1, 2026
Kenny Cheung, 44, will become EVP and CFO on May 29, 2026; he previously was CFO of Sysco from 2023 and CFO of Hertz from 2020 to 2023
Cheung's package includes a $3,500,000 sign-on bonus, $6,000,000 in sign-on restricted stock units, and a $1,050,000 base salary
Vitalone's advisory agreement, effective July 2, 2026, pays a $50,000 monthly fee
Delta announced leadership changes, including Peter Carter becoming President, Dan Janki becoming Executive Vice President and Chief Operating Officer, and Erik Snell becoming Executive Vice President and Chief Financial Officer, all effective April 1, 2026. John Laughter, Executive Vice President and Chief of Operations, retires April 30, 2026 and is designated principal operating officer, and the company's new CFO and COO roles change who leads finance and operations.
Peter W. Carter, age 62, becomes President effective April 1, 2026; he is currently Executive Vice President and Chief External Affairs Officer.
Daniel C. Janki, age 57, becomes Executive Vice President and Chief Operating Officer effective April 1, 2026; he has been Chief Financial Officer since July 2021.
Erik S. Snell, age 49, becomes Executive Vice President and Chief Financial Officer effective April 1, 2026; he is currently Chief Customer Experience Officer.
John E. Laughter retires effective April 30, 2026; per Exhibit 99.1, Alicia Tillman is leaving Delta and Ranjan Goswami is named Chief Marketing and Product Officer.
Sysco Corporation said Chief Financial Officer Kenny Cheung will resign to join a Fortune 10 company in a different industry, and that Senior Vice President and U.S. Foodservice CFO Brandon Sewell will serve as interim CFO effective March 6, 2026. The company also reaffirmed its fiscal 2026 guidance, which calls for adjusted EPS at the high end of $4.50 to $4.60 and sales growth of 3%-5%, and said there were no disagreements with Cheung on accounting or disclosure matters.
Kenny Cheung resigned as EVP and CFO; he remains an advisor until April 17, 2026
Brandon Sewell appointed interim CFO effective March 6, 2026, with a $420,000 annual base salary
Sewell's target annual cash incentive for fiscal 2026 is 100% of base salary, pro-rated from March 1, 2026
Fiscal 2026 adjusted EPS guidance reaffirmed at the high end of $4.50 to $4.60; sales growth of 3%-5%
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
Kroger reported fourth quarter 2025 EPS of $1.35, up from $0.90 a year earlier, with sales of $34.7 billion and identical sales without fuel up 2.4%. For full-year 2025, GAAP EPS fell to $1.54 from $3.67 because of a $2.5 billion impairment and related charge for its automated fulfillment network, while adjusted EPS rose to $4.85 from $4.47. The company also guided 2026 adjusted EPS to $5.10 to $5.30 and expects to complete an additional $2 billion share repurchase by the end of fiscal 2026.
Q4 2025 operating profit was $1,246 million versus $912 million; adjusted EPS was $1.28 versus $1.14
Full-year 2025 GAAP EPS of $1.54 includes a $2.91 per diluted share loss from the $2.5 billion fulfillment network charge
2026 guidance: identical sales without fuel up 1.0% to 2.0%, adjusted FIFO operating profit $5.0 to $5.2 billion, free cash flow $2.7 to $2.9 billion
Board approved an additional $2 billion share repurchase authorization in December 2025, to be completed by end of fiscal 2026
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.