666 material Form 8-K filings that 525 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).
FTI Consulting entered into an incremental amendment to its existing credit agreement on March 17, 2026, providing a $300 million term loan. The company may use the proceeds for general corporate purposes, and the loan matures on March 17, 2029.
Incremental Term Loan of $300 million under the Second Amended and Restated Credit Agreement dated November 21, 2022
Interest at SOFR plus a 0.10% credit spread adjustment, or base rate, plus a margin tied to consolidated total net leverage ratio
Loan matures March 17, 2029; Bank of America, N.A. is administrative agent
Coty's Board appointed five new independent directors on March 18, 2026, and expanded its size to 10 members as part of a Board refreshment. Three directors resigned effective immediately, Robert Singer will leave on June 30, 2026, and Gordon von Bretten stepped down from the Board while staying in his executive role. For shareholders, the filing changes the Board's makeup and committee leadership but does not report any financial results or guidance.
Five new independent directors appointed effective March 18, 2026: Carsten Fischer, Robert Kunze-Concewitz, Alia Gogi, Maria Carla Liuni and Stephanie Plaines
Carsten Fischer named Lead Independent Director; Stephanie Plaines chairs the Audit and Finance Committee; Robert Kunze-Concewitz chairs the Remuneration Committee
Beatrice Ballini, Isabelle Parize and Anna Adeola Makanju resigned effective immediately; Robert Singer resigns effective June 30, 2026
Alarm.com said Jeff Bedell, its President of Venture Businesses and Corporate Strategy, will temporarily relinquish those duties effective March 12, 2026, citing a personal family issue. He remains a full-time employee and will serve as a senior advisor to the Chief Executive Officer. The filing describes a temporary, administrative change in responsibilities and does not name a replacement or report any financial effect.
Effective March 12, 2026, Jeff Bedell temporarily relinquishes his duties as President, Venture Businesses and Corporate Strategy
The change is due to a personal family issue that requires substantial focus, according to the filing
Bedell remains a full-time employee and will serve as a senior advisor to the Chief Executive Officer
The filing does not name a successor or give a return date
Phillips 66 Company, a wholly owned subsidiary of Phillips 66, entered into a 364-day, $2.25 billion term loan on March 18, 2026, and borrowed the full amount at closing. The company also amended its receivables securitization program to raise the maximum facility size from $1.25 billion to $1.75 billion, with a possible future increase to up to $2.0 billion. The filing describes new debt and expanded financing capacity but does not report earnings, guidance, or a use of proceeds.
Term loan: $2.25 billion, 364-day maturity, fully borrowed as of March 18, 2026, prepayable without premium or penalty
Interest: Term SOFR plus 1.100%, or reference rate plus 0.100%
Covenant: maximum consolidated net debt-to-capitalization ratio of 65%, tested each fiscal quarter
Receivables facility: maximum size raised from $1.25 billion to $1.75 billion under amendment dated March 13, 2026
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.
Five Below reported fourth-quarter fiscal 2025 net sales up 24.3% to $1.73 billion, with diluted EPS of $4.28 versus $3.39 a year earlier. For the full year, net sales rose 22.9% to $4.76 billion and diluted EPS rose to $6.47 from $4.60, and the company issued fiscal 2026 guidance calling for diluted EPS of $7.69 to $8.20.
Q4 net sales $1.73 billion, up from $1.39 billion; comparable sales up 15.4%
Q4 diluted EPS $4.28 vs $3.39; adjusted diluted EPS $4.31 vs $3.48
Fiscal 2026 outlook: net sales $5.20 billion to $5.30 billion; diluted EPS $7.69 to $8.20
Q1 fiscal 2026 outlook: net sales $1.18 billion to $1.20 billion; diluted EPS $1.55 to $1.67
Eagle Bancorp approved 2026 Continuity Awards for its senior management team other than CEO Susan Riel, who has announced plans to retire while the company searches for a successor. The awards combine cash payments and restricted stock units meant to retain key leaders and support a stable transition.
Lump-sum cash payments on March 27, 2026: $425,000 to Eric R. Newell, $325,000 to Evelyn K. Lee, and $425,000 to Ryan A. Riel
Cash awards must be repaid if the recipient resigns voluntarily (other than for good reason) or is terminated for cause before June 30, 2027
Each of Newell, Lee, and Riel received 4,086 RSUs granted March 16, 2026, valued at about $100,000, vesting on the third anniversary of the grant date
Hilton Domestic Operating Company, an indirect subsidiary of Hilton Worldwide Holdings, entered into Amendment No. 12 to its credit agreement on March 18, 2026. The amendment extends the maturity of the senior secured revolving credit facility, changes its interest pricing terms, and raises the letter of credit and swingline borrowing sublimits. The filing describes these as credit facility terms and does not report a dollar amount for the facility itself or any effect on earnings.
Revolving credit facility maturity extended to the earlier of five years after March 18, 2026 or 91 days before the stated maturity of existing term loans
Letter of credit sublimit increased from $250 million to $500 million
Same-day swingline borrowing sublimit increased from $100 million to $200 million
Base margin on SOFR-based loans is 1.00% per annum when first lien net leverage is 1.50 to 1.00 or lower, with step-ups at higher leverage levels
Upwork said its GM, Marketplace David T. Bottoms is leaving the company, with his employment continuing through April 3, 2026. Under a separation agreement dated March 17, 2026, he will receive a lump sum equal to twelve months' base salary and COBRA premium reimbursement, subject to a release of claims, and his equity awards will keep vesting through his last day.
David T. Bottoms, GM, Marketplace, agreed to resign on March 12, 2026; last day of employment is April 3, 2026.
Separation terms include a lump sum of twelve months' base salary plus COBRA premium reimbursement for up to twelve months, subject to a release of claims.
Effective April 4, 2026, Anthony Kappus, GM & Chief Operating Officer, will lead Marketplace teams other than engineering.
Andrew Rabinovich, Chief Technology Officer & Head of AI/ML, will lead Marketplace engineering.
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.
ExlService Holdings entered a $125 million fixed dollar accelerated share repurchase with Morgan Stanley on March 16, 2026, part of a $500 million buyback authorized by the Board in February 2026. The company also disclosed that director Nitin Sahney will leave the Board at the 2026 annual meeting, stating his decision did not arise from any disagreement with the company.
$125 million paid to Morgan Stanley under the ASR; initial delivery of 3,346,720 shares on March 17, 2026, valued at about $100 million
Final settlement expected no later than the second quarter of 2026; final share count to be determined at settlement
Director Nitin Sahney will not stand for re-election and will resign from the Board at the 2026 annual meeting
Company is funding the buyback with cash on hand and borrowings under its existing credit facility
NOV Inc. appointed Sanjay K. Chowbey, President and CEO of Kennametal Inc., as a director effective March 17, 2026, expanding the board to nine members, eight of them independent. He will also serve on the Audit Committee. The filing describes a routine board addition with no financial results or guidance attached.
Sanjay K. Chowbey, age 58, appointed to the board on March 17, 2026, with a term expiring at the next annual meeting
He will serve on the Audit Committee and receive the company's standard non-employee director compensation
Board now has nine directors, eight of whom are independent
Chowbey is President and CEO of Kennametal Inc. (NYSE: KMT) and also serves on that company's board
Progressive reported February 2026 results in a news release furnished under Item 7.01, covering the month ended February 28, 2026. Net income rose 2% to $943 million and earnings per share rose 2% to $1.61, while net premiums written grew 5% to $6,995 million, but the combined ratio worsened to 85.7 from 82.6 a year earlier. The filing contains no guidance changes.
February net income $943 million vs. $928 million a year earlier (up 2%)
Diluted EPS $1.61 vs. $1.58 (up 2%); combined ratio 85.7 vs. 82.6 (3.1 points higher)
Management said February premium growth is about 2-3 points lower due to a month-end closing timing nuance; March results are due April 15, 2026
Williams-Sonoma reported fourth quarter fiscal 2025 net revenues of $2.36 billion, down from $2.46 billion a year earlier, which included a 14-week quarter, while comparable brand revenue rose 3.2% and diluted EPS fell to $3.04 from $3.28. Full-year diluted EPS of $8.84 was a record, and the board raised the quarterly dividend 15% to $0.76 per share, which matters to shareholders because it increases cash returns even as quarterly profit declined.
Q4 operating income was $478 million, with an operating margin of 20.3%, down from 21.5% a year earlier.
Fiscal 2025 diluted EPS was a record $8.84, up 0.6%, on net revenues of $7.81 billion.
Fiscal 2026 outlook calls for net revenue growth of 2.7% to 6.7% and an operating margin of 17.5% to 18.1%, including tariff effects front-loaded in the first half.
Quarterly dividend rises to $0.76 per share, payable May 22, 2026, to holders of record as of April 17, 2026.
McCormick said its Vice President & Controller, Gregory P. Repas, will retire effective July 1, 2026, and will step down as principal accounting officer on April 1, 2026. Julie Giese, currently Vice President and Assistant Corporate Controller, will take over both roles on April 1, 2026, with a $400,000 base salary. The change is an orderly succession in the finance function and does not involve an executive officer role.
Gregory P. Repas gave notice on March 12, 2026 of his intention to retire, effective July 1, 2026.
Julie Giese, age 46, was appointed Vice President & Controller and principal accounting officer on March 16, 2026, effective April 1, 2026.
Giese joined McCormick in August 2024 and previously was Director of Accounting for Pepco Holdings LLC from April 2016 through August 2024.
Giese's annual base salary is $400,000; the positions are not executive officer roles.
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
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.
General Mills reported fiscal 2026 third-quarter results on March 18, 2026, with net sales of $4.4 billion, down 8%, and diluted EPS of $0.56, down 50%. The company reaffirmed its full-year fiscal 2026 targets, which include adjusted operating profit and adjusted diluted EPS both expected to be down 16 to 20 percent in constant currency. For shareholders, the quarter shows steep declines in sales and earnings, while the unchanged outlook signals that management still expects a fourth-quarter improvement.
Third-quarter net sales were $4.4 billion, down 8%, with organic net sales down 3%.
Diluted EPS was $0.56, down 50%; adjusted diluted EPS was $0.64, down 37% in constant currency.
Operating profit was $525 million, down 41%; nine-month operating profit rose 6% to $3.0 billion, driven by a $1.0 billion gain on divestitures.
Full-year fiscal 2026 organic net sales are expected to be down 1.5 to 2 percent.
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.