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).
Stryker disclosed in an update to customers that a cybersecurity incident, which caused a global disruption to its Microsoft environment, is ongoing and continues to disrupt order processing, manufacturing and shipping. The company says patient-related services and connected products do not appear to be affected, but the full scope and financial impact are not yet known.
Operations remain disrupted, including order processing, manufacturing and shipping, per a March 12, 2026 update by CISO Dave Nathans
Company does not believe patient-related services were disrupted or connected products were impacted
Investigation is ongoing; operational and financial impacts are not yet known and no dollar estimate was given
NGL Energy Partners LP closed a new $950.0 million seven-year senior secured term loan due March 11, 2033, and amended its asset-based revolving credit facility, cutting commitments from $475.0 million to $425.0 million. The company said proceeds will repay its existing term loan and help redeem a portion of its Class D Preferred Units, with the CEO saying about 195,000 Class D Units will be repurchased, leaving about 316,000 outstanding. For shareholders, the filing shows a refinancing and a change in the capital structure, with new debt covenants including a minimum debt service coverage ratio of 1.10:1.00.
New $950.0 million term loan matures March 11, 2033, with 1.0% quarterly amortization starting June 30, 2026
Term loan pays off the existing term loan from February 2, 2024 and funds part of a Class D Preferred Units redemption
ABL facility commitments reduced from $475.0 million to $425.0 million; letter of credit sub-limit cut to $100.0 million
Management expects about 195,000 Class D Units repurchased, leaving about 316,000 outstanding
Axcelis Technologies said Chief Financial Officer James Coogan will leave effective April 24, 2026, and the board named David Ryzhik, its Senior Vice President of Investor Relations and Corporate Strategy, as interim CFO effective March 12, 2026. The company said it will search for a permanent CFO with an executive search firm, and the filing says Coogan's departure did not result from any disagreement over financial statements, operations, policies, or practices.
James Coogan notified the company on March 10, 2026 of his intent to resign as CFO, effective April 24, 2026
David Ryzhik, 46, appointed interim CFO effective March 12, 2026, with a monthly base salary increase of $8,750
Ryzhik's compensation includes a monthly bonus opportunity increase of $27,242 and RSUs with a grant date fair value of $400,000
CEO Russell Low cited Ryzhik's role in the pending merger with Veeco
Lennar reported first-quarter 2026 results for the period ended February 28, 2026, with net earnings attributable to Lennar of $229 million, or $0.93 per diluted share, down from $520 million, or $1.96 per diluted share, a year earlier. Total revenues were $6.6 billion, compared with $7.6 billion, as home deliveries fell 5% and the average sales price dropped to $374,000 from $408,000. The company also gave second-quarter 2026 delivery and margin guidance.
Net earnings $229 million, or $0.93 per diluted share, versus $520 million, or $1.96, in Q1 2025
Total revenues $6.6 billion versus $7.6 billion; gross margin on home sales 15.2% versus 18.7%
Q2 2026 guidance: 20,000 to 21,000 deliveries and gross margin of 15.5% to 16.0%
Repurchased 2 million shares for $237 million during the quarter
Salesforce entered into accelerated share repurchase agreements to buy back $25 billion of its common stock, funded by a registered offering of senior notes with aggregate principal of $25 billion and expected net proceeds of about $24.885 billion. The company also took a $6 billion five-year term loan to repay $6 billion of existing term loans, which adds a new debt obligation.
ASR agreements dated March 11, 2026 cover $25 billion of common stock, with about 80% of the shares to be delivered on March 16, 2026 against a $25 billion payment
Eight series of senior notes totaling $25 billion were priced March 11, 2026, with maturities from 2028 to 2066 and coupons from 4.500% to 6.700%; closing is expected March 13, 2026
The $6 billion Five-Year Credit Agreement, with JPMorgan Chase Bank, N.A. as administrative agent, refinanced $4 billion and $2 billion term loans from June 20, 2025
Adobe reported record first-quarter fiscal 2026 revenue of $6.40 billion, up 12% year over year, and GAAP diluted earnings per share of $4.60. CEO Shantanu Narayen also said he will transition from the CEO role once a successor is appointed, and he will remain Chair of the Board. Adobe has not named a successor, and the search is ongoing.
Q1 fiscal 2026 revenue was $6.40 billion, up 12% year over year (11% in constant currency).
Non-GAAP diluted EPS was $6.06, compared with $5.08 a year earlier; GAAP diluted EPS was $4.60, compared with $4.14.
Second-quarter fiscal 2026 targets: revenue of $6.43 billion to $6.48 billion and non-GAAP EPS of $5.80 to $5.85; Adobe reaffirmed its FY2026 targets.
Narayen, CEO for eighteen years, will stay as CEO until a successor is appointed; a special committee led by Frank Calderoni is running the search.
Agape ATP Corp said Nasdaq informed it on March 10, 2026 that it has regained compliance with the $1.00 minimum bid price requirement. As a result, the Hearings Panel hearing set for March 17, 2026 was cancelled, and the company's common stock will continue to trade on Nasdaq. The change removes the delisting process that had been underway for shareholders.
Nasdaq notified the company on January 27, 2026 that it was not in compliance with the $1.00 minimum bid price rule.
On February 2, 2026, Nasdaq staff determined to delist the securities after the closing bid was $0.10 or less for ten consecutive trading days as of January 30, 2026.
On March 10, 2026, Nasdaq's Hearings Advisor confirmed the company had regained bid price compliance.
The hearing scheduled for March 17, 2026 was cancelled, and the stock will continue to trade under the symbol ATPC.
Karman Holdings announced that CEO Anthony Koblinski will retire as chief executive effective March 23, 2026, and will remain on the board. The board appointed Jonathan Rambeau, former president of L3Harris Technologies' Communications & Spectrum Dominance segment, as CEO effective the same date. The filing includes no financial results, and the pay terms show the scale of the new CEO's compensation.
Jon Rambeau becomes CEO effective March 23, 2026; the board approved the appointment March 6, 2026.
Rambeau's base salary is not less than $975,000, with a target annual bonus of 150% of base salary.
Rambeau receives a one-time RSU grant with a grant date value of $6,500,000 that vests on the third anniversary of his start date.
Koblinski's retirement is not due to any disagreement with the company; he continues as a board member.
Halozyme Therapeutics appointed David Ramsay as interim Chief Financial Officer, effective March 23, 2026, while it continues its search for a permanent CFO. Ramsay previously served as the company's CFO from 2003 to 2009 and from 2013 to 2015, and the filing describes his pay and equity grants for the interim role.
Ramsay will receive a monthly salary of $50,000 as interim CFO.
He will receive 10,000 restricted stock units vesting June 30, 2026, if he remains employed through that date.
If he is still interim CFO on July 1, 2026, he will receive an additional 2,500 RSUs.
The company has engaged an executive search firm for a permanent CFO, and Ramsay will serve until one is appointed.
Integer Holdings agreed on March 9, 2026 to a cooperation agreement with activist investor Irenic Capital Management, and appointed James Flanagan and Aaron Kapito to its board, effective March 12, 2026. Two incumbent directors, yet to be determined, will not stand for re-election at the 2026 Annual Meeting, and Irenic has withdrawn its director nomination notice and bylaw proposal for that meeting. For shareholders, the filing changes board composition and sets standstill and voting commitments that run until the earlier of a date tied to the 2027 advance notice deadline or March 9, 2027.
James F. Flanagan was appointed to the board and will serve on the Audit Committee and the Technology Strategy Committee.
Aaron Kapito, designated by Irenic, was appointed to the board and will serve on the Compensation and Organization Committee and the Technology Strategy Committee.
The board size was increased to 13 members, effective March 12, 2026, and is limited to 11 members after the 2026 Annual Meeting until the cooperation period ends.
Irenic Parties must hold at least a 1.5% net-long position to designate a substitute if Kapito leaves the board.
G-III Apparel reported a fourth-quarter fiscal 2026 net loss of $31.9 million, or $0.76 per share, compared with net income of $48.8 million a year earlier, after $45.0 million of after-tax asset impairment charges. For the full year, net sales fell 7.0% to $2.96 billion and GAAP diluted EPS was $1.51, down from $4.20, while the company guided to fiscal 2027 net income of $88.0 million to $92.0 million, or $2.00 to $2.10 per diluted share, on expected net sales of about $2.71 billion.
Q4 fiscal 2026 net sales fell 8.1% to $771.5 million; non-GAAP EPS was $0.30 versus $1.27 a year earlier, including $17.5 million of bad debt expense tied to the Saks Global bankruptcy.
Fiscal 2026 net income was $67.4 million versus $193.6 million in fiscal 2025; non-GAAP EPS was $2.61 versus $4.42.
Fiscal 2027 outlook assumes about $470 million of lost sales from Calvin Klein and Tommy Hilfiger products; first-quarter net loss is expected to be $13.0 million to $18.0 million.
Year-end cash was $406.7 million, and the company returned $54.0 million to shareholders in fiscal 2026, including $49.8 million of share repurchases.
Dollar General reported fiscal 2025 fourth-quarter net sales of $10.9 billion, up 5.9%, and diluted EPS of $1.93, up 121.8% from $0.87 a year earlier. The prior-year quarter included charges tied to a store portfolio optimization review, which the company said reduced EPS by about $0.81 per share. The company also guided fiscal 2026 diluted EPS to $7.10 to $7.35 and declared a $0.59 quarterly dividend.
Q4 fiscal 2025 net sales rose 5.9% to $10.9 billion; same-store sales rose 4.3%.
Q4 diluted EPS was $1.93 versus $0.87; the prior-year quarter was reduced by about $0.81 per share from store review charges.
Fiscal 2026 guidance: diluted EPS of $7.10 to $7.35 and net sales growth of 3.7% to 4.2%; guidance assumes no share repurchases.
Quarterly dividend of $0.59 per share, payable on or before April 21, 2026, to holders of record on April 7, 2026.
On March 11, 2026, KLA's Board set a quarterly dividend of $2.30 per share, starting with the dividend expected to be declared in May 2026, up 21% from the $1.90 declared in February 2026. The Board also approved a new $7 billion share repurchase program, in addition to the $5 billion program announced in April 2025 that had $3.94 billion remaining as of December 31, 2025, giving shareholders higher cash returns.
New quarterly dividend level: $2.30 per share, up from $1.90 declared in February 2026 (21% increase)
Dividend expected to be declared in May 2026 and continue until the Board decides otherwise
New share repurchase authorization of up to $7 billion, added to the April 2025 program's $3.94 billion remaining as of December 31, 2025
Investor day held March 12, 2026, with CEO Richard Wallace and CFO Bren Higgins presenting; slides and webcast replay posted on the investor relations site
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.