782 material Form 8-K filings that 631 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).
Duke Energy's subsidiary Piedmont Natural Gas closed the sale of its Tennessee natural gas distribution business to Spire on March 31, 2026, for $2.48 billion in cash, subject to customary purchase price adjustments. Duke said about $800 million will repay Piedmont debt and the remaining $1.5 billion, net of tax, will help fund its five-year capital plan of $103 billion.
Sale closed March 31, 2026, for $2.48 billion in cash, subject to customary purchase price adjustments.
About $800 million of proceeds will pay down debt at Piedmont Natural Gas; $1.5 billion, net of tax, will help fund a $103 billion five-year capital plan.
The business included nearly 3,800 miles of distribution and transmission pipelines serving more than 200,000 customers, with operations remaining in the Greater Nashville area.
Unaudited pro forma 2025 statements show a $693 million gain on sale, as if the deal had closed January 1, 2025; the filing notes the actual gain will depend on closing book value.
On March 31, 2026, McCormick signed definitive agreements with Unilever under which Unilever's foods business would be separated and combined with McCormick through two mergers. After the mergers, McCormick shareholders would own approximately 35.0% of the combined company's shares, which dilutes their current stake, and the McCormick board would expand to twelve members, including four Unilever designees. Completion depends on McCormick shareholder approval, an effective Form S-4 registration statement, and antitrust and other regulatory clearances.
Agreements dated March 31, 2026 cover the Merger Agreement, a Separation and Distribution Agreement, and an Employee Matters Agreement with Unilever and related entities.
Post-merger ownership: Unilever shareholders approximately 55.1%, McCormick shareholders approximately 35.0%, and DutchCo approximately 9.9%, unless Unilever elects a structure giving Unilever shareholders about 65%.
Closing requires McCormick shareholder approval of the share issuance and charter amendments, an effective Form S-4, and expiry of the Hart-Scott-Rodino waiting period.
The McCormick board would be set at twelve members: eight current directors and four designated by Unilever.
Alexander's subsidiary 731 Office One LLC agreed on March 31, 2026 to a Tenth Amendment of Bloomberg L.P.'s lease at the 731 Lexington Avenue property. Bloomberg receives a $56,808,900 rent abatement for April 1 to December 1, 2026, and its tenant improvement fund is cut by the same amount, from $113,617,800 to $56,808,900. A related loan amendment uses a free rent reserve to cover Bloomberg's monthly base rent for debt service during the abatement period, while Bloomberg's February 8, 2040 lease expiration and full-building lease are unchanged.
Rent abatement of $56,808,900 covers April 1, 2026 to December 1, 2026.
Bloomberg's tenant fund for improvements falls from $113,617,800 to $56,808,900.
Loan amendment sets up a free rent reserve of $56,808,900, of which about $53.9 million was already held in a lender reserve account.
Bloomberg's lease expiration remains February 8, 2040, and it continues to lease the entire office condominium.
D.R. Horton entered into Amendment No. 13 to its credit agreement, raising the aggregate revolving credit commitment to $3.295 billion and the aggregate credit facility limit to $4.0 billion. A subsidiary, DRH Rental, also amended its $1.050 billion revolving facility to extend the termination date to March 27, 2030 and reduce undrawn fees.
D.R. Horton's aggregate revolving credit commitment increased to $3.295 billion across multiple maturity tranches, including Series C maturing October 28, 2027, Series D maturing March 27, 2029 and Series E maturing March 27, 2031
Aggregate Credit Facility Limit increased to $4.0 billion
DRH Rental's $1.050 billion senior unsecured revolving facility termination date extended to March 27, 2030, with lower undrawn fees
On March 30, 2026, Ralliant entered into Amendment No. 2 to its Credit Agreement with PNC Bank, National Association, as administrative agent. The amendment refinances a $530.8 million term loan due December 2026 with a $550 million term loan due March 2029, at a rate 12.5 basis points higher than the current rate, and reduces a $619.2 million term loan due June 2028 to $600 million at a rate 12.5 basis points lower. It also removes the 85% cap on netting non-US cash in the consolidated net leverage ratio, and the filing states all other material terms are unchanged.
$550 million term loan due March 2029 replaces the $530.8 million term loan due December 2026, at a rate 12.5 basis points higher
$619.2 million term loan due June 2028 is reduced to $600 million, with its borrowing rate 12.5 basis points lower
The 85% cap on netting non-US cash and cash equivalents in the net leverage ratio is removed
Amendment No. 2 is dated March 30, 2026 and is filed as Exhibit 10.1 to the 8-K
Biogen signed a merger agreement on March 31, 2026 to acquire Apellis Pharmaceuticals through a tender offer. Apellis holders would receive $41.00 per share in cash plus one contingent value right worth up to $4.00 per share in milestone payments, and the deal does not require a financing condition or a stockholder vote. The deal would give Apellis shareholders a cash premium, and a $205 million termination fee applies in certain cases.
Upfront cash of $41.00 per Apellis share, plus one CVR paying up to $4.00 per share on milestones
Tender offer to remain open for 20 business days; the Offer must be completed by September 30, 2026 for either party to terminate
Apellis would owe Biogen a $205,000,000 termination fee in specified circumstances
Support stockholders holding about 14% of Apellis shares agreed to tender their shares
On March 27, 2026, an indirect subsidiary of International Seaways agreed to become a subsidiary guarantor under its $500 million revolving credit facility and to pledge a VLCC tanker as collateral. The vessel replaces assets previously sold or released from the facility's collateral pool. The filing is an administrative amendment to existing debt terms and does not disclose new borrowing amounts.
Agreement dated March 27, 2026, a joinder to the $500 Million RCF dated May 22, 2022
Subsidiary Hendricks Tanker Company LLC agreed to pledge a VLCC tanker as collateral
The tanker is a Substitution Vessel replacing assets previously sold or released from the collateral pool
Nordea Bank Abp, New York Branch is administrative agent, collateral agent and security trustee
DSS, Inc. agreed on March 26, 2026 to borrow $2,450,000 from Alset International Limited, a majority-owned subsidiary of Alset Inc., in exchange for a convertible note and warrants. The closing depends on stockholder approval, and the deal is a related-party transaction because the companies share common control.
HF Sinclair disclosed the compensation package for Franklin Myers, 73, who serves as Acting CEO and President on a temporary basis, effective February 17, 2026. The package includes a monthly cash stipend, a one-time restricted stock unit (RSU) grant, and monthly RSU grants starting in April 2026, and the Board will review his pay at least quarterly while he serves.
Myers, 73, was appointed Acting CEO and President effective February 17, 2026.
Monthly cash stipend of $9,000 for qualifying business expenses, starting February 17, 2026.
One-time RSU grant with a grant-date value of about $105,000, plus monthly RSU grants of about $105,000 starting April 2026.
Myers will not receive pay for continued Board service while serving as Acting CEO; the Board will review his compensation at least quarterly.
The Cheesecake Factory entered into a Fifth Amended and Restated Loan Agreement dated March 26, 2026, providing a $400 million revolving credit facility maturing March 26, 2031, that replaces its prior Fourth Amended and Restated Loan Agreement from October 6, 2022. The company says the facility will fund general corporate purposes, including dividends, stock repurchases and permitted acquisitions, and it carries unsecured obligations with covenants that restrict additional debt, dividends and certain investments.
$400 million revolving credit facility matures March 26, 2031, with JPMorgan Chase Bank, N.A. as administrative agent
Facility includes a feature for up to an additional $200 million in revolving commitments, subject to conditions
Financial covenants tested quarterly: maximum net adjusted leverage of 4.25 to 1.00 and minimum EBITDAR to interest and rent expense of 1.90 to 1.00
On March 31, 2026, T-Mobile USA, a wholly-owned subsidiary of T-Mobile US, elected to release certain subsidiary guarantors under its $10 billion revolving credit agreement, following repayment of certain legacy debt. The release corresponds to changes under the indentures governing its senior notes and other debt facilities, leaving TMUS and three Sprint entities as guarantors. The filing is administrative in nature and reports no financial results or change in the amount of debt.
Guarantees released under the $10 billion revolving credit agreement on March 31, 2026, after prior repayment of certain legacy indebtedness
Corresponding releases under indentures dated April 28, 2013, April 9, 2020 and September 15, 2022, governing senior notes
Remaining guarantors are TMUS, Sprint LLC, Sprint Capital Corporation and Sprint Communications LLC
Spire Inc. completed its $2.48 billion cash acquisition of Duke Energy's Piedmont Natural Gas business in Tennessee on March 31, 2026. It funded the deal with $800 million of delayed draw term loans and $825 million of senior notes issued by its subsidiary Spire Tennessee, which adds new debt obligations. The company said the business serves more than 200,000 customers in the Nashville area and expands its regulated utility footprint; the filing does not report any earnings effect.
Purchase price of $2.48 billion in cash, subject to customary purchase price adjustments; transaction completed March 31, 2026
Financing included $800 million of delayed draw senior unsecured term loans, fully drawn March 31, 2026, with a final maturity of March 30, 2027
Spire Tennessee issued $825 million of Series 2026 Senior Notes in five tranches, due April 1, 2029 to April 1, 2038, at interest rates from 4.59% to 5.44%
Spire Tennessee will represent approximately 20% of Spire's capital investment plan through 2030, and more than 200 Piedmont employees transferred to Spire
Vontier and certain subsidiaries entered into a 364-day, $300 million senior unsecured term loan with PNC Bank as administrative agent on March 31, 2026. The loan matures March 30, 2027, and bears variable interest tied to Term SOFR or a base rate, with margins set by Vontier's long-term debt credit ratings.
Facility size: $300 million senior unsecured term loan, 364-day term
Maturity date: March 30, 2027
Interest: Term SOFR plus a margin of 0.070% to 1.325%, or a Base Rate plus 0% to 0.325%, based on long-term debt credit ratings
Agent: PNC Bank, National Association, with other lenders party to the agreement
Heartland Express director Dr. Benjamin J. Allen notified the company on March 25, 2026, that he will not seek re-election at the 2026 Annual Meeting of Stockholders. He will remain on the board, chair the Compensation Committee and sit on the Audit and Risk Committee until that meeting; the company says the decision was not tied to any disagreement or to its operations, policies or practices.
Dr. Benjamin J. Allen notified the company on March 25, 2026 of his decision not to stand for re-election
He will serve until the 2026 Annual Meeting of Stockholders, including as Chairperson of the Compensation Committee and a member of the Audit and Risk Committee
The company states the departure was not the result of any disagreement with management or the board
Allen served the company for 31 years, per the company's statement of thanks
Certara director Cynthia Collins, a Class II director who also sits on the Audit Committee, notified the company on March 27, 2026 that she will resign effective May 14, 2026, the date of the 2026 annual meeting. She said the resignation is not due to any disagreement with the company on its operations, policies or practices, and the filing reports no financial results or guidance.
Cynthia Collins notified Certara on March 27, 2026 of her intent to resign as a Class II director
Resignation takes effect May 14, 2026, the date of the 2026 annual meeting of stockholders
Collins is a member of the Board and the Audit Committee
Filing states the resignation is not the result of any disagreement with the company
RH reported fourth quarter and fiscal 2025 results on March 31, 2026, with net revenues up 3.7% to $843 million and net income up 107% to $29 million for the quarter. For fiscal 2025, net revenues rose 8.1% to $3.44 billion and net income rose 72% to $125 million. However, the company guided to first-quarter 2026 revenue growth of negative 2% to negative 4%, so shareholders face a weaker near-term sales outlook even as profits improved.
Q4 2025 diluted EPS was $1.46 versus $0.69 a year earlier; net revenues were $842.6 million versus $812.4 million.
Fiscal 2025 diluted EPS was $6.31 versus $3.62; free cash flow was $252 million for the year.
Q1 2026 outlook: revenue growth of negative 2% to negative 4% and adjusted EBITDA margin of 5.5% to 6.5%.
Fiscal 2026 outlook: revenue growth of 4% to 8% and adjusted EBITDA margin of 14% to 16%.
Oramed said Lifeward Ltd. completed its acquisition of Oratech Pharma, Oramed's wholly owned subsidiary, on March 25, 2026, paying with Lifeward shares, warrants and a revenue-based payment stream. The same day, Oramed closed a $9,000,000 purchase of Lifeward senior secured convertible notes, which the filing describes as previously announced terms being finalized rather than new terms.
Lifeward issued Oramed 1,250,363 ordinary shares, 1,006,113 pre-funded warrants at $0.0001 per share, and warrants for up to 1,296,296 shares at an initial $5.40 exercise price.
Oramed will receive revenue-based payments equal to 4% of Net Revenue from Lifeward's ReWalk Personal Exoskeleton products and related extended warranties, for up to 10 years or until earlier defined limits.
Oramed bought $9,000,000 aggregate principal of Lifeward notes, convertible at an initial $5.40 per share, plus warrants for up to 1,666,666 Lifeward shares.
Both transactions closed on March 25, 2026, under agreements dated January 12, 2026.
PVH reported fourth quarter 2025 revenue of $2.505 billion, up 6% on a reported basis, and non-GAAP EPS of $3.82, above its $3.20 to $3.35 guidance. The company also gave a 2026 outlook projecting non-GAAP EPS of $11.80 to $12.10 and at least $300 million in 2026 stock repurchases, but its GAAP results showed a fourth quarter loss of $(3.46) per share.
Q4 2025 revenue was $2.505 billion, up 6% reported and flat in constant currency; non-GAAP EPS was $3.82 versus guidance of $3.20 to $3.35.
Q4 2025 GAAP EPS was $(3.46), compared with $2.83 in the prior year period.
2026 outlook projects non-GAAP EPS of $11.80 to $12.10 versus $11.40 in 2025, with revenue projected to increase slightly.
PVH plans at least $300 million in stock repurchases in 2026, after more than $560 million in 2025.
NIKE reported fiscal 2026 third-quarter results for the period ended February 28, 2026. Revenue was flat at $11.3 billion on a reported basis and down 3 percent on a currency-neutral basis, while net income fell 35 percent to $0.5 billion and diluted earnings per share fell to $0.35 from $0.54. For shareholders, the quarter shows lower profit on flat sales, with gross margin also down.
Revenues were $11.3 billion, flat reported and down 3 percent currency-neutral; NIKE Direct fell 4 percent to $4.5 billion.
Net income was $0.5 billion, down 35 percent; diluted EPS was $0.35 versus $0.54 a year earlier.
Gross margin decreased 130 basis points to 40.2 percent, primarily due to higher tariffs in North America.
The company returned about $609 million to shareholders through dividends in the quarter, up 3 percent.
Lincoln National Corporation entered into a Third Amended and Restated Credit Agreement on March 27, 2026, with Bank of America, N.A. as administrative agent. The unsecured facility allows letters of credit and borrowing of up to $2.0 billion and replaces the agreement dated December 21, 2023. The filing describes it as containing customary terms and covenants, and the company's financing capacity is governed by these terms.
Facility allows borrowing and letters of credit of up to $2.0 billion, unsecured
Commitment termination date is March 27, 2031
Letter of credit fee of 1.0% per annum and facility fee of 0.125% per annum, both adjusting with credit ratings
Minimum consolidated net worth covenant set at $9,932,000,000 plus 50% of net equity issuance proceeds received after December 31, 2025
MSCI said its Global Controller and Chief Accounting Officer, C. Jack Read, plans to resign to pursue another opportunity. He will stay in the role and as principal accounting officer until August 9, 2026, and the company says his decision was not due to any disagreement on financial statements, internal controls, operations, policies or practices. MSCI has started a search for a successor, so shareholders will see a leadership change in a key finance role but no financial results are reported in this filing.
C. Jack Read informed MSCI on March 27, 2026 of his intention to resign as Global Controller and Chief Accounting Officer.
Read will remain in his roles and as principal accounting officer until August 9, 2026.
The company states the resignation was not due to any disagreement on financial statements, internal controls, operations, policies or practices.
MSCI has initiated a process to identify a successor.
BriaCell Therapeutics filed interim financial statements for its subsidiary BriaPro Therapeutics for the three and six months ended January 31, 2026, showing larger losses than a year earlier and a shareholders' deficit of $1,618,141. The filing states there is a material uncertainty about BriaPro's ability to continue as a going concern, and that it depends entirely on BriaCell for funding until it raises additional financing.
Six-month net loss was $472,231, compared with $233,185 in the prior-year period; three-month net loss was $227,493, compared with $151,062.
Six-month research and development expenses were $433,307, compared with $130,023 a year earlier.
Amounts due to related parties were $1,606,112 at January 31, 2026, and cash and cash equivalents were $1.
On February 18, 2026, BriaPro agreed to acquire BriaCell's license to Soluble CD80; the transaction closed March 30, 2026, with 23,972,589 shares issued to BriaCell and a credit facility of up to $3,000,000.
State Street appointed C. Jack Read as Executive Vice President, Global Controller and Chief Accounting Officer, effective August 10, 2026, succeeding Elizabeth M. Schaefer. His letter agreement sets a $450,000 annualized base salary, a target 2026 incentive award of $2,100,000, and one-time transition payments of $1,730,000 in deferred stock and $700,000 in cash to offset compensation he forfeits at MSCI. The filing does not report any change to financial results or guidance.
Appointment effective August 10, 2026, succeeding Elizabeth M. Schaefer; letter agreement dated March 27, 2026
Read most recently served as Managing Director, Global Controller and Chief Accounting Officer at MSCI Inc. since August 2024
Annualized base salary of $450,000 with a target 2026 total incentive compensation award of $2,100,000
One-time transition payments of $1,730,000 in deferred stock and $700,000 in cash
Crown Holdings, Inc. said Dr. John M. Rost, its President of the Asia Pacific Division, will become Executive Vice President and Chief Operating Officer for Asia Pacific and Transit Packaging, effective April 1, 2026. The new role adds the company's global Transit Packaging operations to his existing Asia Pacific responsibilities, and he will continue to report to Chairman, President and CEO Timothy J. Donahue.
Appointment announced in a press release dated March 26, 2026, effective April 1, 2026
Dr. Rost, age 56, has been President of the Asia Pacific region and is based in Singapore; the new role is Tampa, FL based
New role adds responsibility for the company's global Transit Packaging operations
Dr. Rost joined Crown in 1997 and previously served as Senior Vice President, Technology, Sustainability and Regulatory Affairs
Toll Brothers said its board added Karl K. Mistry as a director on March 30, 2026, and he succeeded Douglas C. Yearley, Jr. as chief executive the same day under a previously announced succession plan. Yearley now serves as Executive Chairman, so the company's leadership transition is complete while he remains involved in the business.
Karl K. Mistry appointed director on March 30, 2026; board increased from 9 to 10 members
Mistry succeeded Douglas C. Yearley, Jr. as CEO effective March 30, 2026
Yearley assumes the role of Executive Chairman
Mistry is not expected to serve on any board committee
Vertex said it has finished submitting its rolling Biologics License Application to the FDA for povetacicept, seeking accelerated approval for immunoglobulin A nephropathy in adults. Using a priority review voucher, the company expects the FDA review to take six months from the date the FDA accepts the application, rather than the typical ten months.
Rolling BLA for povetacicept in adults with IgAN submission completed
Company used a priority review voucher
Expected FDA review period: six months from acceptance, versus the typical ten months
nCino reported fourth-quarter and fiscal 2026 results, with total revenues up 6% year over year and a GAAP net income attributable to nCino compared with a loss a year earlier. The company also gave fiscal 2027 guidance of $639.0 million to $643.0 million in total revenues and entered a $100 million accelerated share repurchase funded by a $200 million term loan, which adds debt.
Q4 fiscal 2026 total revenues were $149.7 million, up from $141.4 million; GAAP net income attributable to nCino was $8.3 million, versus a $18.6 million loss a year earlier.
Fiscal 2027 guidance: total revenues of $639.0 million to $643.0 million and free cash flow of $132.0 million to $137.0 million.
A $100 million accelerated share repurchase with Wells Fargo is expected to settle in the second quarter of fiscal 2027, funded by a $200 million senior secured term loan maturing October 28, 2029.
Cash, cash equivalents and restricted cash were $88.7 million at January 31, 2026, and $213.5 million was outstanding under the revolving credit facility.
Marvell completed the sale of 2,000,000 shares of Series A Convertible Preferred Stock to NVIDIA for $2 billion in cash on March 31, 2026, under a securities purchase agreement. The preferred stock is convertible into a maximum of 21,778,000 common shares, which would increase the share count if converted, and the companies announced a related partnership on NVLink Fusion and silicon photonics.
Aggregate purchase price of $2,000,000,000 paid in cash by NVIDIA for 2,000,000 Series A Preferred shares
Initial conversion price of approximately $91.8355 per common share, with a maximum of 21,778,000 common shares issuable on conversion
Each preferred share has a stated value of $1,000; holders have no preemptive or redemption rights
Certificate of Designation filed with the Delaware Secretary of State on March 31, 2026; the shares were sold in a private placement
Effective March 25, 2026, Chief Financial Officer Jeff Woolard also became Cirrus Logic's Principal Accounting Officer, replacing Ulf Habermann in that role. Habermann will stay in a senior role in the finance organization, and the filing says his change was not due to any disagreement with the company. Woolard's compensation will not change.
Effective date of the change: March 25, 2026
Jeff Woolard, CFO, assumed the additional role of Principal Accounting Officer
Ulf Habermann ceased being Principal Accounting Officer and continues in a senior finance role
Filing states no disagreement with the company led to the change; Woolard's compensation is unchanged
On March 27, 2026, Yunhong Green CTI Ltd.'s board appointed Fred H.F. Chak as a director, according to the 8-K filed March 31, 2026. The filing does not describe his background, committee roles or any compensation, so the effect on shareholders cannot be assessed from this document alone.
Board appointed Fred H.F. Chak as a Director on March 27, 2026
Filing does not state his background, committee assignments or compensation
Report was signed by CEO Jana M. Schwan and dated March 31, 2026
Hershey reaffirmed its 2026 full-year guidance for net sales, organic sales and earnings per share in a March 31, 2026 press release. The company also said it will outline its strategic priorities and financial framework at a 2026 Investor Day held that day at the New York Stock Exchange, with a webcast starting at 12:00 p.m. ET. The filing reports no new quarterly results, and the reaffirmed guidance leaves the outlook unchanged.
Net sales growth guidance for 2026 is 4% to 5%, including an approximate 150 basis point benefit from the 2025 acquisition of LesserEvil, LLC.
Organic net sales growth guidance is 2.5% to 3.5%.
Reported EPS growth guidance is 79% to 89%; adjusted EPS growth guidance is 30% to 35%.
Investor Day webcast begins at 12:00 p.m. ET on March 31, 2026; management will discuss the financial outlook and strategic plans.
CoreWeave's indirect subsidiary entered into an $8.5 billion delayed draw term loan facility with MUFG Bank and others, dated March 30, 2026, to finance capital expenditures for a customer contract, including GPU servers and related infrastructure. The company said the facility received A3 and A (low) ratings and is secured by substantially all assets of the borrowing subsidiary, with the parent providing a limited guarantee. The debt adds to CoreWeave's obligations, and its terms include a debt service coverage ratio requirement of at least 1.15x.
Facility size is $8.5 billion, with draws available until a commitment termination date in June 2027 and maturity on March 31, 2032
Initial borrowing capacity is approximately $7.5 billion, rising to $8.5 billion as underlying assets reach stabilization, per the press release
Floating rate loans priced at SOFR plus 2.25%; fixed rate tranche at approximately 5.9%, per the press release; undrawn fee of 0.50% per annum
Obligations secured by substantially all assets of the borrower and guaranteed by the parent on a limited recourse basis for specified bad acts
MiNK Therapeutics reported fourth-quarter and full-year 2025 results on March 31, 2026, along with a filing that furnishes its press release. The company's net loss widened for the full year, and it ended 2025 with $13.4 million in cash, which it says provides a runway through 2026 together with $3.0 million raised since year end under its at-the-market sales program.
Full-year 2025 net loss was $12.5 million, or $2.93 per share, compared with $10.8 million, or $2.86 per share, in 2024.
Fourth-quarter 2025 net loss was $2.6 million, or $0.56 per share, compared with $2.5 million, or $0.62 per share, in the fourth quarter of 2024.
Cash balance was $13.4 million at year end 2025; the company raised an additional $3.0 million through its at-the-market program after year end.
The press release cites a C-Further Consortium collaboration providing up to $1.1 million in non-dilutive funding; the filing reports no revenue figures.
Cintas Corporation No. 2, a wholly-owned subsidiary of Cintas, entered into a $2.0 billion revolving credit facility on March 27, 2026, maturing March 27, 2031. On the same date it terminated and repaid its existing credit agreement dated March 23, 2022. The filing describes the new facility as a refinancing of existing borrowing capacity, and it does not state any change in the company's operating results.
$2.0 billion revolving credit facility dated March 27, 2026, with KeyBank National Association as administrative agent
Facility matures March 27, 2031, with a letter of credit sub-facility of up to $300.0 million and a swing line sub-facility of up to $150.0 million
Leverage covenant requires consolidated indebtedness to consolidated EBITDA of no more than 3.50 to 1.00, rising to 4.00 to 1.00 for four quarters after certain material acquisitions
Existing Third Amended and Restated Credit Agreement dated March 23, 2022 was terminated and repaid on March 27, 2026
BrightSpring Health Services completed the sale of its Community Living business to National Mentor Holdings (Sevita) on March 30, 2026, for $835 million in cash, subject to customary adjustments. The filing also says the company expects to repay $425 million of its first lien term loan after closing, and that Community Living president Robert Barnes resigned effective at closing.
Aggregate cash consideration at closing: $835 million, subject to working capital and other customary adjustments
Closing date: March 30, 2026; the company issued a press release on March 31, 2026
Expected repayment of $425 million of the first lien term loan after closing
Robert Barnes resigned as President, ResCare Community Living; accelerated vesting of 15,540 RSUs and 5,640 stock options, with no severance
TD SYNNEX reported fiscal first-quarter 2026 results for the period ended February 28, 2026, with revenue of $17.2 billion, up 18.1% year over year, and GAAP diluted EPS of $4.04 versus $1.98 a year earlier. Non-GAAP diluted EPS was $4.73, up 68.9%, and the company declared a quarterly dividend of $0.48 per share, up 9%. Second-quarter revenue guidance of $16.1 billion to $16.9 billion is below first-quarter revenue, and operating cash flow was negative $895.9 million in the quarter.
Revenue of $17.2 billion, up 18.1% year over year; non-GAAP gross billings of $25.8 billion, up 24.4%
GAAP diluted EPS of $4.04 versus $1.98; non-GAAP diluted EPS of $4.73 versus $2.80
Q2 fiscal 2026 outlook: revenue $16.1 billion to $16.9 billion; non-GAAP diluted EPS $3.75 to $4.25
Returned $118 million to stockholders ($80 million in buybacks, $39 million in dividends); $0.48 dividend payable April 29, 2026
FactSet reported second-quarter fiscal 2026 results for the three months ended February 28, 2026, with GAAP revenue up 7.1% year over year to $611.0 million. The company raised its fiscal 2026 GAAP and adjusted diluted EPS guidance, though GAAP diluted EPS fell 4.5% to $3.59 due mainly to higher operating expenses and an impairment charge.
GAAP revenue of $611.0 million, up 7.1% from $570.7 million; organic revenue grew 6.8% to $606.2 million
GAAP diluted EPS of $3.59, down 4.5% from $3.76; adjusted diluted EPS of $4.46, up 4.2% from $4.28
Fiscal 2026 GAAP diluted EPS guidance raised to $14.85 to $15.35 from $14.55 to $15.25; adjusted diluted EPS guidance raised to $17.25 to $17.75 from $16.90 to $17.60
Repurchased 651,750 shares for $163.0 million in the quarter; $697.1 million remained available under the program as of February 28, 2026
AIRO reported fourth-quarter and full-year 2025 results, with full-year revenue of $90.9 million, up from $86.9 million, and fourth-quarter revenue of $48.3 million, up from $39.7 million. The full-year net loss narrowed to $(4.1) million from $(38.7) million, but the operating loss widened to $(28.8) million and adjusted EBITDA fell to $5.7 million from $33.7 million, while the company's first 2026 outlook calls for revenue growth of 15% to 25%.
Full-year 2025 revenue of $90.9 million, up from $86.9 million in 2024; fourth-quarter revenue of $48.3 million, up from $39.7 million.
Full-year net loss of $(4.1) million, compared with $(38.7) million in 2024; operating loss widened to $(28.8) million from $(17.4) million.
Full-year gross margin fell to 59.9% from 67.1%; adjusted EBITDA was $5.7 million, compared with $33.7 million in 2024.
2026 outlook calls for revenue growth of 15% to 25% year over year; about $150 million of Drones backlog as of March 31, 2026.
McCormick reported first-quarter fiscal 2026 results for the quarter ended February 28, 2026, with net sales up 16.7% and adjusted earnings per share of $0.66 versus $0.60 a year earlier. The company reaffirmed its fiscal 2026 outlook, including adjusted earnings per share of $3.05 to $3.13, and reported reported EPS of $3.77, which includes a non-cash gain tied to its McCormick de Mexico acquisition.
Net sales rose 16.7% as reported and 1.2% organically; the January 2, 2026 McCormick de Mexico acquisition contributed 12.4%.
Adjusted operating income was $268 million versus $225 million a year earlier; reported operating income was $228 million.
Reported diluted EPS of $3.77 includes a $3.22 non-cash gain on remeasurement of the previously held McCormick de Mexico stake; special charges reduced EPS by $0.11.
Fiscal 2026 outlook reaffirmed: adjusted EPS growth of 2% to 5% and adjusted operating income growth of 16% to 20%.
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