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).
Simon Property Group announced the death of David Simon, its Chairman, CEO and President, who died March 22, 2026 at age 64. The board appointed his son Eli Simon, age 38, as CEO and President effective March 23, 2026, while he continues as Chief Operating Officer and director, and named Larry Glasscock Non-Executive Chairman.
David Simon died March 22, 2026, at age 64, per the press release.
Eli Simon, age 38, appointed CEO and President effective March 23, 2026; no compensation changes approved yet.
Larry Glasscock appointed Non-Executive Chairman; he continues as a director and on the Audit and Governance and Nominating Committees.
The Class B director seat vacated by David Simon has not yet been filled by the Voting Trust trustee.
Medtronic lowered its fiscal 2026 non-GAAP EPS guidance to $5.50 to $5.54, down from $5.62 to $5.66 given on its Q3 earnings call. The cut reflects a $157 million one-time MiniMed charge tied to Blackstone payments and dilution from the March 9, 2026 MiniMed IPO, which together hit fourth-quarter results. Fiscal 2027 high single-digit EPS growth guidance was left unchanged.
FY2026 non-GAAP EPS guidance now $5.50 to $5.54, versus $5.62 to $5.66 previously
One-time $157 million MiniMed charge expected in Q4 FY2026, about $0.08 per share impact
IPO of 10% of MiniMed closed March 9, 2026, with about $0.04 per share dilution in Q4 FY2026
FDA cleared the MiniMed Flex insulin pump on March 18, 2026, several months earlier than anticipated
Chesapeake Utilities said Chief Financial Officer Beth Cooper will retire effective June 30, 2026, after more than 36 years with the company. Jeffrey Sylvester, currently chief operating officer, will become CFO effective July 1, 2026 and will give up the COO role while remaining a senior vice president.
Beth Cooper, CFO, EVP, Treasurer and Assistant Secretary, retires effective June 30, 2026
Jeffrey S. Sylvester succeeds Cooper as CFO effective July 1, 2026 and ceases to serve as COO
Sylvester has served as senior vice president since 2019 and COO since January 2022
The filing states Sylvester's compensatory and other material employment terms will remain unchanged
AAR reported fiscal third-quarter 2026 sales of $845.1 million, up 25% from a year earlier, and GAAP diluted earnings of $1.71 per share, compared with a loss of $0.25 per share in the prior-year quarter. The company raised its full-year fiscal 2026 total sales growth forecast to about 19% from approaching 17%, which supports the earnings outlook for shareholders, though GAAP profit included a $35.7 million bargain purchase gain.
Q3 sales were $845.1 million, up from $678.2 million; GAAP diluted EPS was $1.71 versus a loss of $0.25 a year earlier.
Adjusted diluted EPS was $1.25, up from $0.99; adjusted EBITDA was $102.1 million, up 26%.
Full-year FY2026 total sales growth guidance was raised to about 19% from approaching 17%; organic growth guidance to about 12% from approaching 11%.
Net leverage was 2.17x as of February 28, 2026, which the company says is within its 2.0x to 2.5x target range.
Hub Group received a Nasdaq notice on March 19, 2026, because it has not timely filed its 2025 annual report on Form 10-K. The notice has no immediate effect on the listing or trading of its Class A common stock, but the company must submit a compliance plan by May 18, 2026, and Nasdaq can grant until September 14, 2026 to regain compliance. The company attributes the delay to a restatement of its 2025 quarterly financial statements, which matters to shareholders because the filing has not yet been completed.
Nasdaq notice received March 19, 2026, under Listing Rule 5250(c)(1) for not timely filing the 2025 Form 10-K
Compliance plan due to Nasdaq by May 18, 2026; Nasdaq may grant an exception until September 14, 2026
March 23, 2026 amendment to the June 20, 2025 credit agreement extends the deadline for delivering financial statements and waives related defaults
Delay tied to restatement of first, second and third quarter 2025 financial statements; company is also assessing impact on 2024 and 2023 statements
KB Home reported first-quarter results for the three months ended February 28, 2026, with revenues down 23% to $1.08 billion and net income down to $33.4 million from $109.6 million. Diluted earnings per share fell to $0.52 from $1.49, and the company said it repurchased $50.0 million of common stock, which supported per-share results.
Homes delivered fell 14% to 2,370, and average selling price was $452,100 compared with $500,700.
Homebuilding operating income was $33.0 million versus $127.3 million; housing gross profit margin was 15.3% versus 20.2%.
Net orders rose 3% to 2,846, while ending backlog was 3,604 homes worth $1.70 billion, compared with 4,436 homes worth $2.20 billion a year earlier.
For the second quarter, guidance calls for 2,250 to 2,450 deliveries and housing revenues of $1.05 billion to $1.15 billion.
Robinhood's board approved a new $1.5 billion share repurchase program on March 24, 2026, replacing prior authorizations and adding more than $1.1 billion of incremental capacity. Separately, subsidiary Robinhood Securities entered a 364-day senior secured revolving credit facility with a $3.25 billion total commitment, which can be increased by up to $1.625 billion. The filing does not report revenue, profit or guidance, so the buyback and credit line are the key changes for shareholders.
Board approved a $1.5 billion Class A share repurchase program; management expects to execute it over about three years starting in the first quarter of 2026
Repurchase program has no expiration date and may be suspended or discontinued at any time
Robinhood Securities' credit agreement dated March 20, 2026 has a $3.25 billion commitment, expandable to $4.875 billion, with JPMorgan Chase Bank, N.A. as administrative agent
Undrawn commitments accrue fees at 0.45%; loans bear a margin of 1.25% (Tranche A) or 2.50% (Tranche B and C) over the benchmark rate
On March 18, 2026, PGE received final Oregon Public Utility Commission orders approving $110 million of recovery for deferred 2024 and January 2024 storm costs, against $124 million requested before interest. PGE expects a $15 million pre-tax GAAP charge in the first quarter of 2026, which it plans to exclude from adjusted earnings and 2026 adjusted earnings guidance. On March 23, 2026, PGE also entered credit agreements for a $350 million unsecured term loan and a delayed draw term loan of up to $681 million to help fund the purchase of assets from PacifiCorp.
OPUC final orders received March 18, 2026 approve $110 million in recovery against $124 million requested, before interest
PGE expects a $15 million pre-tax GAAP charge in Q1 2026 and plans to exclude it from adjusted earnings and 2026 adjusted guidance
$350 million unsecured term loan with borrowings available through September 23, 2026 and maturity on March 23, 2028
Delayed draw term loan of up to $681 million to finance assets purchased from PacifiCorp, with maturity 364 days after funding
Dollar General's Board approved Jerry W. "JJ" Fleeman Jr., currently CEO of Ahold Delhaize USA, to succeed Todd Vasos as CEO effective January 1, 2027. Vasos remains CEO until then, serves as Senior Advisor through April 2, 2027, and is expected to stay on the Board, and the filing details the compensation terms for both executives.
Fleeman, age 52, has more than 35 years of grocery retail experience and has been CEO of Ahold Delhaize USA since April 2023.
Fleeman's initial terms include a $1.25 million base salary, a 150% target fiscal 2026 bonus opportunity (prorated), and a $500,000 cash signing bonus.
Fleeman will receive an inducement equity award with a nominal value of about $4 million and a new hire equity award with a nominal annual value of $7.5 million.
Vasos's employment ends April 2, 2027, and his transition agreement becomes void if a new CEO does not start by January 2, 2027.
Thermo Fisher said it closed its acquisition of Clario Holdings, a provider of endpoint data solutions for clinical trials, for $8.875 billion in cash plus possible earn-out and other payments. The company expects the deal to contribute $0.45 of adjusted earnings per share in the first year after close, with details to come on its first-quarter earnings call.
Purchase price: $8.875 billion in cash at closing, plus $125 million due in January 2027 and up to $400 million in earn-out payments tied to 2026 and 2027 performance
Expected contribution: $0.45 adjusted EPS in the first year after close
Synergy target: approximately $175 million of adjusted operating income by year 5 after close
Clario will be part of the Laboratory Products and Biopharma Services segment
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.