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).
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.
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.
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.