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).
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.
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%.
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.
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.
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.