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).
Amphenol's wholly owned German subsidiary, Amphenol Technologies Holding GmbH, agreed to sell €500 million of 3.625% senior notes due 2031, guaranteed by parent Amphenol Corporation. Closing is expected March 30, 2026, subject to customary conditions. Net proceeds will repay the subsidiary's outstanding 0.750% Euro Senior Notes due 2026 at maturity and fund general corporate purposes.
Offering size: €500 million aggregate principal amount of senior notes due 2031
Interest rate: 3.625% per annum; Amphenol Corporation guarantees the notes
Expected closing date: March 30, 2026
Proceeds to repay 0.750% Euro Senior Notes due 2026 at maturity and for general corporate purposes
On March 23, 2026, SiTime signed a 156-month lease for about 149,300 square feet in two adjacent buildings at 3250 and 3260 Jay Street, Santa Clara, to serve as its new corporate headquarters. The company expects to begin occupying the space by April 1, 2027, and the filing sets out fixed base rent obligations that shareholders should note as a long-term commitment. The filing does not state how the lease will affect the company's financial results.
Lease signed March 23, 2026 with 3250 Jay Street Owner LLC for about 149,300 square feet; expected occupancy by April 1, 2027
Term of 156 months with two extension options of 60 months each
Annual base rent of $3,762,360 in months 1-12 and $5,733,120 in months 13-24, with six months of base rent abated; rent rises about 3% a year from month 25
Landlord allowances of up to $16,049,750 for buildout and up to $1,300,000 for power upgrades
Devon Energy entered into a First Amendment to its Amended and Restated Credit Agreement on March 24, 2026, with Bank of America, N.A. as administrative agent. The amendment extends the facility's maturity from March 24, 2030 to March 24, 2031 and renews the company's right to request three one-year extensions, subject to lender approval.
Maturity extended from March 24, 2030 to March 24, 2031
Right to request three one-year maturity extensions renewed, subject to lenders holding more than 50% of commitments
10 basis point credit spread adjustment to SOFR-based rates removed
Centene's board effective March 18, 2026 appointed Theodore Pienkos, a registered CPA who has been at the company since 2011, as Corporate Controller and Chief Accounting Officer. Kate Casso, who held that role since April 2021, moved to Senior Vice President, Finance Operations and Innovation, with part of her time devoted to innovation. This is a routine finance leadership change that does not alter reported results or guidance.
Theodore Pienkos, 44, named Corporate Controller and Chief Accounting Officer effective March 18, 2026
Pienkos base salary of $440,000 with target bonus of 60% of base salary
Kate Casso, prior Controller and CAO since April 2021, appointed Senior Vice President, Finance Operations and Innovation
Pienkos previously served as Deputy Corporate Controller since August 2024
Kodiak Gas Services, Inc. disclosed that its subsidiary Kodiak Gas Services, LLC issued $1,000,000,000 of 5.875% senior unsecured notes due April 1, 2031, under an indenture dated March 20, 2026. The parent company and certain subsidiaries guarantee the notes, which adds long-term debt that shareholders should weigh against the company's existing obligations.
Notes issued March 20, 2026 with $1,000,000,000 aggregate principal and a 5.875% coupon, maturing April 1, 2031.
Interest is paid semi-annually on April 1 and October 1, beginning October 1, 2026.
Issuer may redeem before April 1, 2028 at a make-whole premium, and from April 1, 2028 at 102.938% declining to 100.000% in 2030.
Indenture limits distributions, additional debt, asset sales and mergers, and includes a 101% change-of-control repurchase offer if ratings are downgraded.
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.
Trimble said senior vice president Peter Large, who oversees strategy, corporate development, partnerships and alliances, and the Office of Technology Innovation, will retire effective late May 2026. The company said the decision is not related to any disagreement over operations, policies, or practices, and Large will receive no severance.
Peter Large announced his retirement on March 24, 2026, effective late May 2026.
Large's retirement is not the result of any disagreement with the company.
No severance will be paid; the departure qualifies as retirement under the Age & Service Equity Vesting Program.
Versigent's board appointed Paul Meister as a director, effective March 27, 2026, expanding the board from two to three members. The filing says he is expected to become board chair when the Aptiv spin-off takes effect on April 1, 2026, and the company will be renamed Versigent PLC at that point.
Board appointed Paul Meister on March 23, 2026; effective 9:00 a.m. Eastern Time on March 27, 2026
Board size increases from two to three directors; Meister joins the Audit, Compensation and Human Resources, and Nominating and Governance committees
Meister is expected to be appointed non-executive Chair; he is set to receive $300,000 in annual director pay plus a $185,000 annual Chair retainer
Meister must hold $600,000 in company ordinary shares within five years of appointment
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
Two Minerals Technologies board members, Alison A. Deans and Franklin L. Feder, notified the company on March 18, 2026 that they will retire from the board when their current terms end at the May 20, 2026 annual meeting of shareholders. The filing does not name replacements or explain the reasons for the retirements.
Directors Alison A. Deans and Franklin L. Feder notified the company on March 18, 2026 of their retirements.
Retirements take effect at the end of their terms, at the May 20, 2026 annual meeting of shareholders.
The filing does not name successor directors or give reasons for the departures.
Dycom Industries added Raejeanne Skillern, a former Amazon Web Services and Intel executive, to its board of directors effective March 24, 2026, expanding the board from ten to eleven members. The Board determined she is independent and has not yet assigned her to any committee.
Appointed to the Board effective March 24, 2026, with her term expiring at the 2026 Annual Meeting of Shareholders
Previously served as Vice President and Chief Marketing Officer at AWS from 2023 to 2025 and President of Flex's Communications, Enterprise & Cloud Division from 2019 to 2023
Board increased from ten to eleven members; she was determined independent under NYSE rules
Compensation will be prorated and follows the director pay described in the 2025 proxy statement
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.
Customers Bancorp entered into a Supplemental Executive Retirement Plan for Samvir Sidhu on March 19, 2026, replacing a plan adopted for him on May 3, 2021. The plan provides lifetime monthly benefits, including a $50,000 monthly benefit after normal retirement age, and is designed to encourage his continued contributions to the company.
Plan dated March 19, 2026, for executive Samvir Sidhu, superseding his plan adopted May 3, 2021
Monthly lifetime benefit of $50,000 payable after separation from service at normal retirement age
Additional benefits include an early termination benefit, a change-in-control benefit, and disability and death benefits; benefits can be forfeited if terminated for cause
Solventum Corporation disclosed that Mary Wilcox informed the company on March 20, 2026 of her intent to retire and resign as Chief Accounting Officer, pending the search for and appointment of a successor. The filing is a routine leadership transition for a senior finance role and does not report any financial results or guidance changes.
Mary Wilcox notified Solventum of her intent to retire and resign as Chief Accounting Officer on March 20, 2026.
Her departure is contingent on the company appointing a successor following a search.
The filing does not name a successor or state an effective departure date.
The 8-K was signed by CFO Wayde McMillan on March 24, 2026.
American Airlines Group elected Mary N. Dillon to its Board of Directors on March 24, 2026, and named her to the Compensation Committee and the Corporate Governance and Public Responsibility Committee. The filing describes her as a former president and CEO of Foot Locker and CEO of Ulta Beauty, which may matter to shareholders as a board addition with consumer-brand leadership experience, though the filing contains no financial results or operating changes.
Mary N. Dillon, age 64, elected to the board on March 24, 2026
Serves on the Compensation Committee and the Corporate Governance and Public Responsibility Committee
Served as President and CEO of Foot Locker from 2022 to 2025 and CEO of Ulta Beauty from 2013 to 2021
Director compensation follows the same basis as other non-employee directors
Twilio's board appointed Doug Robinson as a director effective March 24, 2026, and added him to the Compensation and Talent Management Committee. The board also expanded from nine to ten directors, a change that adds a seat but involves no financial results or guidance.
Doug Robinson joins the board effective immediately, serving as a Class I director until the 2026 Annual Meeting.
Robinson previously spent 15 years at Workday, most recently as Co-President, and held positions at PeopleSoft and Oracle earlier.
The board size increased from nine to ten directors, and Class I expanded from three to four directors.
Robinson will receive the standard non-employee director compensation and enter Twilio's standard indemnification agreement.
Worthington Enterprises reported fiscal 2026 third-quarter results for the period ended February 28, 2026, with net sales up 24% to $378.7 million and GAAP diluted EPS of $0.92, up from $0.79 a year earlier. The company also declared a quarterly dividend of $0.19 per share, unchanged from the prior quarter's level of $0.17 only in the sense that it is higher than last year's $0.17, and cash fell to $6.0 million after the LSI and Elgen acquisitions.
Net sales $378.7 million, up 24%; net earnings $45.1 million, up 15%; GAAP diluted EPS $0.92 versus $0.79
Adjusted diluted EPS $0.98 versus $0.91; adjusted net earnings $48.5 million, up 7%
Quarterly dividend of $0.19 per share, payable June 29, 2026, to shareholders of record on June 15, 2026
Cash and cash equivalents were $6.0 million at February 28, 2026, down $244.1 million from May 31, 2025, mainly due to the Elgen and LSI acquisitions
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.
Moog Inc. completed a $500 million offering of 5.500% senior notes maturing October 15, 2034, and said the notes' issuance satisfied the condition for redeeming all $500 million of its 4.250% senior notes due 2027. The company is refinancing its 2027 debt with longer-dated notes, which keeps its total debt level at the same $500 million amount while extending maturities; the filing gives no revenue, profit or guidance figures.
$500 million of 5.500% senior notes due October 15, 2034 were issued March 24, 2026, under an indenture with Truist Bank as trustee.
Moog called all $500 million of its 4.250% senior notes due 2027 for redemption, expected April 3, 2026, with the redemption price estimated at about $6.4 million in accrued interest.
The notes allow redemption before April 15, 2029 with a make-whole premium, and include a 101% change-of-control repurchase offer if a ratings downgrade also occurs.
eBay appointed Brian Sharples as an independent director, effective March 20, 2026, increasing the board to 12 members. The filing covers a board appointment, not financial results or guidance, so it has no direct effect on reported performance.
Board appointed Brian H. Sharples on March 19, 2026; effective March 20, 2026, with a term ending at the 2026 annual meeting.
Board size increased to 12 members; 11 of 12 directors are independent, according to the press release.
Sharples will receive standard non-employee director compensation and enter into the company's standard Indemnity Agreement.
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
GameStop reported fourth-quarter and fiscal 2025 results for the periods ended January 31, 2026, in a press release furnished under Item 2.02. Quarterly net sales fell from $1.283 billion to $1.104 billion, while operating income rose from $79.8 million to $135.2 million and GAAP net income eased from $131.3 million to $127.9 million, which includes a $151.0 million loss on digital assets and related receivables. The filing gives no guidance and says no conference call would be held, so shareholders must rely on the 10-K for further detail.
Q4 net sales $1.104 billion vs. $1.283 billion a year earlier; diluted EPS $0.22 vs. $0.29
Q4 operating income $135.2 million vs. $79.8 million; net income $127.9 million vs. $131.3 million
Q4 loss on digital assets and related receivables of $151.0 million; adjusted net income $291.4 million vs. $136.4 million
Fiscal 2025 net income $418.4 million vs. $131.3 million; net sales $3.630 billion vs. $3.823 billion
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.
TDS approved a 2026 Executive Officer Bonus Program on March 18, 2026, covering its Vice Chair, executive and senior vice presidents, and the TDS Telecom President and CEO. Bonuses are weighted 80% on company performance and 20% on individual performance, with the company measure split 65% TDS Telecom and 35% Array Digital Infrastructure. The filing does not state any dollar amounts or financial results.
Plan approved by the TDS Compensation and Human Resources Committee on March 18, 2026
Performance weighting: 80% company measures, 20% individual measures
Company measure for most participants: TDS Telecom 65%, Array 35%
Array's separate 2026 Annual Incentive Plan, filed by Array on March 22, 2026, sets the annual bonus for the Array President and CEO
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
Concentrix reported first quarter fiscal 2026 results for the period ended February 28, 2026. Revenue rose 5.4% to $2.5 billion, but net income fell 69% to $21.6 million and diluted EPS fell to $0.33 from $1.04, while non-GAAP diluted EPS fell 6.5% to $2.61. The company also gave second quarter and full year 2026 guidance, with full year non-GAAP diluted EPS expected at $11.48 to $12.07.
Revenue was $2,500.4 million, up 5.4% as reported and 1.9% in constant currency; operating income fell 29.8% to $118.6 million.
Non-GAAP operating income was $295.0 million, down 8.2%, and non-GAAP operating margin fell to 11.8% from 13.6%.
Second quarter revenue is expected at $2.460 billion to $2.485 billion, with non-GAAP diluted EPS of $2.57 to $2.69.
Full year 2026 reported revenue is expected at $10.035 billion to $10.180 billion, and adjusted free cash flow at $630.0 million to $650.0 million.
Core & Main reported fourth-quarter fiscal 2025 net sales down 6.9% to $1,581 million, mainly due to one fewer selling week, while diluted EPS rose 12.1% to $0.37. For the full fiscal year, net sales rose 2.8% to $7,647 million and diluted EPS rose 8.5% to $2.31, and the company forecast fiscal 2026 net sales of $7.8 billion to $7.9 billion and adjusted EBITDA of $950 million to $980 million.
Q4 net sales fell 6.9% to $1,581 million; average daily net sales rose 0.9%
Q4 diluted EPS rose 12.1% to $0.37; adjusted diluted EPS rose 2.0% to $0.52
Fiscal 2025 net income rose 6.5% to $462 million; adjusted EBITDA rose 0.1% to $931 million
Fiscal 2026 outlook: net sales of $7,800 million to $7,900 million and adjusted EBITDA of $950 million to $980 million
Corebridge Financial directors Rose Marie Glazer and Adam Burk resigned from the board effective March 23, 2026, and AIG waived its right to designate any board members. The changes follow Corebridge's February 17, 2026 repurchase of common stock from AIG, which reduced AIG's ownership to about 5%. The filing says the resignations were not related to any disagreement with the company, and the board plans to cut its authorized size to 11 from 13.
Rose Marie Glazer and Adam Burk resigned from the board effective close of business March 23, 2026, with no disagreement cited
AIG waived its right to designate board members on March 23, 2026, reducing its designees to zero from one
The February 17, 2026 share repurchase from AIG was about $750 million at $30.42 per share and cut AIG's stake to about 5%
The board intends to reduce its authorized seats to 11 from 13
QuidelOrtho appointed Nathaniel Sisitsky as Chief Legal Officer and Corporate Secretary, effective March 23, 2026, succeeding Michelle Hodges, who is retiring from both roles. Hodges will remain as a special advisor to the CEO for up to 24 months under a transition agreement, with her equity awards continuing to vest. The change is a senior legal leadership transition with no financial results or guidance included.
Nathaniel "Nate" Sisitsky named Chief Legal Officer and Corporate Secretary, effective March 23, 2026
Sisitsky previously served as Chief Legal Officer and Corporate Secretary at STAAR Surgical Company and reports to CEO Brian Blaser
Hodges notified the company of her retirement on March 18, 2026; she will receive base salary for up to six months, then serve as special advisor for up to 24 months at a 50% salary reduction after the first 12 months
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.