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).
AptarGroup said CEO Stephan Tanda will retire effective September 1, 2026, and its board has appointed Gael Touya, currently president of the Aptar Pharma segment, as successor CEO on that date. Tanda will stay on as strategic advisor and board member through December 31, 2026, to support the transition.
Gael Touya, age 56, has led the Pharma segment since September 2018 and is expected to join the board on the Effective Date
Touya's initial base salary is $1,060,000, with a 2026 target bonus of 120% of salary
Tanda will serve as strategic advisor through December 31, 2026, with a 2026 target short-term incentive of 130% of salary
Chief Financial Officer Vanessa Kanu and President Hedi Tlili each received restricted stock units with a grant date fair value of $1.3 million
DTE Electric, a DTE Energy subsidiary, entered into a Primary Supply Agreement and a Clean Capacity Accelerator Agreement with a Google LLC unit to serve a planned 1.0 gigawatt data center in southeast Michigan. The filing says the agreements include minimum monthly charges, possible termination fees, and a term through December 2047, and that Google's parent provides credit support. The filing does not give financial figures for the deal's revenue or earnings effect.
Primary Supply Agreement runs through December 2047 with extension options, covering a future 1.0 gigawatt data center in southeast Michigan
Clean Capacity Accelerator Agreement has DTE Electric deploy up to 480 megawatts of storage and 1,600 megawatts of renewable generation at Customer's cost, operated over a 20-year term
Customer provides about 300 megawatts of accredited capacity in MISO Zone 7 at no cost to DTE Electric; Board approved the agreements on March 16, 2026
Jacobs entered a $1.5 billion revolving credit facility and two term loan facilities totaling $1.2 billion, all dated March 16, 2026. The company said it will use the borrowings, along with cash on hand if needed, to finance the cash purchase of the remaining shares of PA Consulting Group Limited, and the filing says the new facilities replace the existing revolving credit agreement.
Revolving facility of $1.5 billion matures March 16, 2031; JEGI borrowed $545 million on March 16 to repay the existing revolver, and the company borrowed about $56 million for the PA Consulting acquisition.
Term loans of $700 million (maturing March 16, 2029) and $500 million (maturing March 16, 2031) were borrowed on March 17, 2026.
Both agreements require a Consolidated Leverage Ratio of 3.50:1.00 or less, temporarily rising to 4.00:1.00 after certain material acquisitions closes.
Interest rates are based on SOFR and other reference rates plus a margin tied to the company's debt rating or leverage ratio.
lululemon reported fourth quarter 2025 revenue up 1% to $3.6 billion, but diluted earnings per share fell to $5.01 from $6.14 and income from operations fell 22%. For fiscal 2025, revenue rose 5% to $11.1 billion while diluted EPS fell to $13.26 from $14.64. The company guided fiscal 2026 diluted EPS to $12.10 to $12.30, below fiscal 2025's $13.26, on revenue of $11.350 billion to $11.500 billion.
Q4 2025 revenue rose 1% to $3.6 billion, flat on a constant dollar basis; Americas revenue fell 4% while International rose 17%.
Q4 2025 gross margin fell 550 basis points to 54.9% and operating margin fell 660 basis points to 22.3%.
Fiscal 2026 guidance: net revenue of $11.350 billion to $11.500 billion and diluted EPS of $12.10 to $12.30; Q1 2026 diluted EPS guidance is $1.63 to $1.68.
The company repurchased 5.0 million shares for $1.2 billion in fiscal 2025 and ended the year with $1.8 billion in cash and cash equivalents.
lululemon added Chip Bergh, former President and CEO of Levi Strauss & Co., to its board effective March 17, 2026, increasing the board from 9 to 10 members. David Mussafer, lead director, said he will not stand for reelection at the 2026 annual meeting, which will reduce the board back to 9 members after that meeting. The filing does not report any financial results.
Chip Bergh appointed to the board effective March 17, 2026; he will be a Class I director with a term expiring at the 2026 annual meeting
Bergh will serve on the Corporate Responsibility, Sustainability, and Governance Committee and the People, Culture, and Compensation Committee; the board considers him independent under Nasdaq standards
David Mussafer, lead director since joining the board in 2005, will not stand for reelection; the company said this was not due to any disagreement
The company is still searching for a permanent CEO, with Meghan Frank and André Maestrini serving as interim co-CEOs
Docusign reported fourth-quarter and fiscal 2026 results, with revenue up 8% in both periods and higher GAAP and non-GAAP diluted earnings per share in the quarter. The board also authorized up to $2.0 billion in additional stock repurchases and gave fiscal 2027 revenue guidance of $3,484 million to $3,496 million.
Q4 total revenue was $836.9 million, up 8% year over year; GAAP diluted EPS was $0.44 versus $0.39, and non-GAAP diluted EPS was $1.01 versus $0.86.
Fiscal 2026 total revenue was $3.2 billion, up 8%; GAAP diluted EPS was $1.48 versus $5.08, and the prior year included an income tax benefit of $819.9 million.
The board authorized up to $2.0 billion more in stock repurchases; $2.6 billion remained under the program as of March 17, 2026.
Fiscal 2027 revenue guidance is $3,484 million to $3,496 million, about 8% growth; Q1 fiscal 2027 revenue guidance is $822 million to $826 million.
Peloton said Jen Cotter will move from Chief Content Officer to a non-executive advisory role effective March 31, 2026, and will advise the company through August 16, 2026. Sarah Robb O'Hagan, former CEO of EXOS, will join April 1, 2026 as Chief Content and Member Development Officer, reporting to CEO Peter Stern. The filing gives no financial results, but it sets out the leadership change and Cotter's severance-related payments.
Jen Cotter's advisory role takes effect at the close of business on March 31, 2026, and her advisory services run through August 16, 2026.
Sarah Robb O'Hagan, 53, starts April 1, 2026 and reports to CEO Peter Stern.
O'Hagan previously served as CEO of EXOS from 2020 to 2024 and as president of Gatorade and Equinox.
Cotter's transition agreement provides 12 months of base salary continuation and COBRA coverage of up to 18 months, subject to a release of claims.
Indivior Pharmaceuticals, Inc. issued $500 million of 0.625% convertible senior notes due March 15, 2031, including a $50 million option exercised in full, and used part of the proceeds to prepay and terminate its Note Purchase Agreement dated November 4, 2024. The filing names Indivior Pharmaceuticals, Inc. and ticker INDV, not Supernus, as the request stated; the details here follow the filing. Shareholders face potential dilution of up to 16,202,200 shares on conversion, and the notes add $500 million of senior unsecured debt.
$500 million principal of 0.625% Convertible Senior Notes due March 15, 2031, issued March 17, 2026
Initial conversion price of approximately $41.66 per share, a 35.0% premium over the March 12, 2026 closing price
Up to 16,202,200 common shares may be issued on conversion at the initial maximum conversion rate
Prepaid all outstanding principal, interest and fees under the Note Purchase Agreement; it terminated March 17, 2026
Kestra Medical Technologies reported revenue of $24.6 million for the quarter ended January 31, 2026, up 63% from the prior year, and raised its fiscal 2026 revenue guidance to $93 million from $91 million. The net loss widened to $34.2 million from $21.8 million, so shareholders are weighing faster sales growth against larger losses.
Q3 FY26 revenue was $24.6 million, up 63% from $15.1 million in the prior year period.
Gross margin was 52.6% versus 43.4% a year earlier; gross profit was $12.9 million versus $6.5 million.
GAAP net loss was $34.2 million versus $21.8 million; adjusted EBITDA loss was $21.2 million versus $16.3 million.
FY26 revenue guidance rose to $93 million from $91 million (initial guidance $85 million); cash and cash equivalents were $291 million at January 31, 2026.
HealthEquity reported results for the fiscal year and fourth quarter ended January 31, 2026. Fiscal year revenue rose 9% to $1.31 billion and net income rose 123% to $215.2 million, or $2.46 per diluted share. The company raised its fiscal 2027 outlook, which now calls for revenue of $1.405 billion to $1.415 billion and GAAP net income of $2.78 to $2.85 per diluted share.
Fiscal 2026 revenue of $1.31 billion, up 9% from $1.20 billion; net income of $215.2 million, or $2.46 per diluted share, versus $96.7 million, or $1.09, a year earlier.
Fourth quarter revenue of $334.6 million, up 7%; net income of $49.7 million, or $0.58 per diluted share, versus $0.30 a year earlier.
Fiscal 2027 outlook (year ending January 31, 2027): revenue of $1.405 billion to $1.415 billion and Adjusted EBITDA of $618 million to $628 million.
Repurchased $301.7 million of common stock in fiscal 2026; $177.7 million remained authorized for repurchase as of January 31, 2026.
Drugs Made In America Acquisition II Corp. issued a $150,000 unsecured convertible bridge note to Alpha Multi Family Office on March 11, 2026, as the first payment toward a contemplated $1,400,000 convertible notes financing. The company intends to use the bridge proceeds for accounting, audit and other expenses related to its business combination, and the rest of the financing remains subject to a definitive agreement not yet signed.
Bridge note: $150,000 principal, no interest, maturity nine months from issuance, convertible at a 35% discount to market after a business combination
Total contemplated financing: $1,400,000, with $1,250,000 still subject to a convertible note purchase agreement yet to be negotiated
Addendum dated March 9, 2026 contemplates $400,000 in aggregate funding disbursed on or prior to March 30, 2026
GE HealthCare appointed Kevin A. Lobo, Chair and CEO of Stryker Corporation, as a director effective March 13, 2026, and named him to the Talent, Culture, and Compensation Committee. Directors Risa Lavizzo-Mourey and Tomislav Mihaljevic told the Board they will not stand for re-election at the 2026 Annual Meeting of Stockholders due to other commitments, and the filing says their decisions did not stem from any disagreement with the Company.
Kevin A. Lobo appointed director effective March 13, 2026; term expires at the 2026 Annual Meeting of Stockholders
Lobo also appointed to the Talent, Culture, and Compensation Committee, effective immediately
Risa Lavizzo-Mourey and Tomislav Mihaljevic will not stand for re-election at the 2026 Annual Meeting
Lobo is Chair and CEO of Stryker Corporation and will receive non-employee director compensation under the existing program
Public Storage entered into a merger agreement on March 16, 2026 under which National Storage Affiliates Trust would merge into a Public Storage subsidiary. Each NSA common share would convert into 0.1400 of a Public Storage common share, and the filing describes support agreements from certain NSA holders to vote for the deal. Completion depends on customary conditions, including approval by NSA shareholders and limited partners, so shareholders would receive Public Storage stock if the deal closes.
Merger agreement dated March 16, 2026 among Public Storage, its operating partnership, National Storage Affiliates Trust and NSA OP, LP
Each NSA common share converts into 0.1400 of a Public Storage common share, plus cash in lieu of fractional shares
NSA 6.000% Series A and Series B preferred shares convert into materially similar Public Storage preferred shares
Closing requires approval by a majority of NSA common shares entitled to vote; a separate dropdown joint venture financing is part of the transaction structure
Lumen Technologies said on March 13, 2026, that Board Chair T. Michael Glenn and Audit Committee Chair Hal Stanley Jones will retire and not stand for re-election at the 2026 Annual Meeting, and that General Kevin P. Chilton will become the next Board Chair. The same day, the Board appointed CFO Christopher D. Stansbury as President, while CEO Kathleen Johnson keeps the CEO role but gives up the President title, a leadership change shareholders will want to track.
Chair T. Michael Glenn and Audit Chair Hal Stanley Jones informed the Board on March 13, 2026, that they will retire at the 2026 Annual Meeting; the filing says the decisions were not the result of any disagreement with Lumen.
General Kevin P. Chilton, a Board member since 2017, is set to become Board Chair effective immediately after the 2026 Annual Meeting, contingent on his election to the Board.
Christopher D. Stansbury, age 60, was appointed President on March 13, 2026; he has been Executive Vice President and CFO since April 2022.
Kathleen Johnson remains Chief Executive Officer but no longer holds the title of President, effective March 13, 2026.
Cencora said Chief Financial Officer James F. Cleary will retire effective June 30, 2026, and that the decision was not due to any disagreement with the company. The company also reaffirmed its adjusted diluted EPS guidance range of $17.45 to $17.75 for fiscal 2026, and it has engaged an executive search firm to find a successor.
Cleary, 62, retires as Executive Vice President and CFO effective June 30, 2026, and has served as CFO since November 2018
Cleary will serve in an advisory capacity through the end of 2026 to support the transition
Fiscal 2026 adjusted diluted EPS guidance of $17.45 to $17.75 was reaffirmed, not changed
Cencora has engaged an executive search firm to evaluate internal and external candidates
Academy Sports and Outdoors reported fiscal 2025 net sales of $6.05 billion, up 2.0%, but diluted EPS fell 3.3% to $5.54 and comparable sales declined 1.5%. For the fourth quarter, sales rose 2.5% and diluted EPS rose 4.8% to $1.98, and the company guided to 2026 net sales growth of 2% to 5% and GAAP diluted EPS of $5.65 to $6.15.
Fiscal 2025 net sales were $6.05 billion, up 2.0%, while comparable sales fell 1.5%.
Fiscal 2025 diluted EPS was $5.54, down from $5.73; adjusted diluted EPS was $5.78, down from $6.02.
Fourth quarter net sales were $1.72 billion, up 2.5%, and diluted EPS was $1.98, up 4.8%.
2026 guidance calls for net sales growth of 2% to 5% and GAAP diluted EPS of $5.65 to $6.15; the board declared a $0.15 quarterly dividend, about 15% higher, payable April 10, 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.