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8-K filings in March 2026, explained

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).

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AVAVAeroVironment Inc Mar 18, 4:28 PM ET

AeroVironment COO Brad Truesdell to retire once a successor is named

Neutral leadership Written later 5.02

AeroVironment's Executive Vice President and Chief Operating Officer, Brad Truesdell, notified the company on March 12, 2026, that he intends to retire once a successor is appointed. He will remain in the role as principal operating officer until the successor is in place and duties are transferred, and the company is searching for a new principal operating officer. The filing does not report any financial results, so the change affects shareholders through leadership continuity in operations.

  • Brad Truesdell, EVP and Chief Operating Officer, notified the company of his retirement intention on March 12, 2026.
  • Retirement takes effect upon appointment of a successor; he continues as principal operating officer until then.
  • The company is currently searching for a new principal operating officer.
  • After leaving, Truesdell is expected to serve as a consultant to help with transition services.
Read the filing on SEC.gov ↗
MUMICRON TECHNOLOGY INC Mar 18, 4:02 PM ET

Micron posts record Q2 revenue of $23.86 billion and guides Q3 revenue to $33.5 billion

Positive earnings Written later 2.02

Micron reported fiscal second-quarter 2026 revenue of $23.86 billion for the quarter ended February 26, 2026, up from $13.64 billion in the prior quarter and $8.05 billion a year earlier. GAAP diluted earnings per share were $12.07, compared with $4.60 in the prior quarter, and the company guided third-quarter revenue to $33.5 billion plus or minus $750 million. The board also approved a 30% increase in the quarterly dividend to $0.15 per share.

  • Revenue was $23.86 billion, versus $13.64 billion in fiscal Q1 2026 and $8.05 billion in fiscal Q2 2025.
  • GAAP net income was $13.79 billion, or $12.07 per diluted share; non-GAAP diluted EPS was $12.20.
  • Third-quarter 2026 guidance: revenue of $33.5 billion plus or minus $750 million, and GAAP diluted EPS of $18.90 plus or minus $0.40.
  • Quarterly dividend of $0.15 per share is payable April 15, 2026, to holders of record as of March 30, 2026.
Read the filing on SEC.gov ↗
JBLJABIL INC Mar 18, 7:32 AM ET

Jabil Q2 revenue rises to $8.3 billion; company raises fiscal 2026 outlook

Positive guidance Written later 2.02

Jabil reported preliminary, unaudited second-quarter fiscal 2026 results for the period ended February 28, 2026, with net revenue of $8.3 billion, up from $6.7 billion a year earlier, and U.S. GAAP diluted earnings per share of $2.08, up from $1.06. The company raised its fiscal 2026 outlook for revenue and core earnings per share, which matters to shareholders because both headline measures improved and full-year guidance moved higher, though the quarterly figures remain subject to change.

  • Net revenue of $8.3 billion versus $6.7 billion in the year-earlier quarter
  • Core diluted EPS of $2.69 versus $1.94; U.S. GAAP diluted EPS of $2.08 versus $1.06
  • Fiscal 2026 outlook: net revenue of $34 billion and core diluted EPS of $12.25
  • Third-quarter guidance: net revenue of $8.1 billion to $8.9 billion and core diluted EPS of $2.83 to $3.23
Read the filing on SEC.gov ↗
MMacy's, Inc. Mar 18, 7:06 AM ET

Macy's FY2025 EPS $2.32 beats guidance; 2026 EPS outlook $1.90 to $2.10

Mixed earnings Written later 2.02

Macy's reported fourth-quarter and fiscal 2025 results on March 18, 2026, with comparable sales up 1.5% for the year but net sales down 2.4% to $21.8 billion. Adjusted diluted EPS fell to $2.32 from $2.64 a year earlier, and 2026 adjusted EPS guidance of $1.90 to $2.10 sits below the $2.15 fiscal 2025 figure shown on the updated basis. GAAP results were boosted by a $328 million interchange fee settlement, and the board raised the quarterly dividend 5%.

  • Q4 2025 net sales were $7.6 billion, down 1.7%, while comparable sales rose 1.8%; adjusted diluted EPS was $1.67 versus $1.80 a year earlier.
  • Fiscal 2025 GAAP and adjusted diluted EPS were each $2.32, above the company's $2.00 to $2.20 guidance range, against GAAP EPS of $2.07 and adjusted EPS of $2.64 in fiscal 2024.
  • Fiscal 2026 guidance calls for net sales of $21.4 billion to $21.65 billion and adjusted diluted EPS of $1.90 to $2.10.
  • Quarterly dividend raised 5% to 19.15 cents per share, payable April 1, 2026; about $1.1 billion remained under the $2.0 billion buyback authorization at fiscal year-end.
Read the filing on SEC.gov ↗

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.