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.
Dawson Geophysical reported unaudited fourth-quarter and full-year 2025 results. Q4 revenue rose 72% to $27.0 million and the company posted net income of $0.6 million, compared with a net loss of $0.8 million a year earlier. Full-year net loss narrowed to $1.9 million from $4.1 million, though revenue grew only 2%. The filing also says Wilks Brothers and its affiliates, which control about 80% of the stock, are in discussions on possible transactions with the company, with no definitive agreement reached.
Q4 2025 total revenue was $27.0 million, up 72% from $15.6 million; Q4 net income was $0.6 million, or $0.02 per share, versus a net loss of $0.8 million in Q4 2024
Full-year 2025 revenue was $75.6 million, up 2% from $74.2 million; net loss was $1.9 million, or $0.06 per share, compared with $4.1 million, or $0.13 per share, in 2024
Wilks Brothers, LLC and affiliates control about 80% of common stock; discussions on possible transactions have no guarantee of a definitive agreement, and $528,000 of related expenses were incurred in Q4 2025
Cash from operations was $14.0 million in 2025; cash rose to $4.9 million at December 31, 2025, and the 2026 capital budget is $3 million
Precision Optics Corporation sold 2,777,777 shares of common stock at $3.60 per share under a registered shelf offering led by Lucid Capital Markets, and the offering closed on March 30, 2026. The company expects net proceeds of about $10.7 million, including full exercise of a 45-day option for up to 416,667 more shares, to be used for working capital and general corporate purposes. The sale adds new shares outstanding, which dilutes existing shareholders, and the company also issued the underwriter warrants for up to 159,722 shares.
2,777,777 shares sold at $3.60 per share, with a 45-day option for up to 416,667 additional shares
Expected net proceeds of about $10.7 million including full exercise of the over-allotment option; offering closed March 30, 2026
Underwriter received a discount of up to 6.5% of gross proceeds and warrants for up to 159,722 shares at $4.21, exercisable from March 30, 2026 to March 27, 2031
CEO Joseph N. Forkey, CFO Wayne Coll and COO Joseph Traut bought shares in the offering on the same terms as other purchasers
Progress Software reported fiscal first-quarter 2026 revenue of $248 million, up 4% from a year earlier (2% on a constant currency basis), with GAAP diluted earnings per share of $0.53 versus $0.24. The company changed its full-year 2026 outlook in mixed directions: GAAP diluted EPS guidance was lowered to $1.71 to $1.87 from $1.74 to $1.91, while non-GAAP diluted EPS guidance was raised to $5.91 to $6.03 from $5.82 to $5.96.
Q1 revenue $248 million, up 4% year over year; GAAP diluted EPS $0.53 versus $0.24; non-GAAP diluted EPS $1.60 versus $1.31
Fiscal 2026 revenue guidance $988 million to $1,000 million, with the low end raised from $986 million
Fiscal 2026 GAAP diluted EPS guidance cut to $1.71 to $1.87; non-GAAP diluted EPS guidance raised to $5.91 to $6.03
Second-quarter 2026 revenue guidance $240 million to $246 million; GAAP diluted EPS $0.35 to $0.41
Sysco agreed to acquire Jetro Restaurant Depot in a deal with a total enterprise value of approximately $29.1 billion, paid with $21.6 billion in cash and 91.5 million Sysco shares. To fund the cash portion, Sysco plans $21 billion of new debt and hybrid debt and $1 billion from cash on hand, equity or equity-linked securities, and it has paused its share repurchase program to reduce leverage. Sysco also reaffirmed its fiscal 2026 guidance, which matters to shareholders because the deal adds significant debt and dilution while the company keeps its outlook unchanged.
Total enterprise value is approximately $29.1 billion, or 14.6x Jetro Restaurant Depot's operating income, based on calendar 2025 figures.
Sysco will issue about 19.1% of its outstanding shares to Jetro Restaurant Depot shareholders, who are expected to own about 16% of the combined common stock.
Sysco plans to reduce net leverage by at least 1.0x within 24 months after closing and expects the deal to close by the third quarter of fiscal 2027.
Sysco reaffirmed fiscal 2026 sales growth of 3% to 5% and adjusted EPS at the high end of $4.50 to $4.60, and expects to release third quarter results on April 28, 2026.
Ecolab filed supplemental 2025 and 2024 segment data that restates results at fixed 2026 currency rates and reflects a new segment structure effective January 1, 2026. Reported GAAP net sales rose to $16,081.2 million in 2025 from $15,741.4 million, while reported GAAP operating income fell to $2,737.6 million from $2,802.4 million. The filing is supplemental and does not replace the figures in Ecolab's 10-Q and 10-K reports.
Reported GAAP net sales were $16,081.2 million in 2025, up from $15,741.4 million in 2024.
Reported GAAP operating income was $2,737.6 million in 2025, down from $2,802.4 million in 2024.
Special (gains) and charges were a $150.3 million charge in 2025, compared with a $188.7 million gain in 2024.
Effective January 1, 2026, the former Light & Heavy segment was split into Heavy Water, Light Water and High-Tech, and the company now has nine operating segments.
Newsmax reported record full-year 2025 revenue of $189.3 million, up 10.7%, and fourth-quarter revenue of $52.2 million, up 9.6%. The company also posted a full-year net loss of $99.5 million, driven largely by about $79 million in legal settlement expenses, and issued 2026 revenue guidance of $212 million to $216 million, which it says represents 13% growth at the midpoint.
FY2025 total revenue was $189.3 million, up 10.7% from $171.0 million in 2024.
FY2025 net loss was $99.5 million, versus $72.2 million in 2024, largely due to about $79 million in legal settlement expenses.
Q4 2025 net loss narrowed to $3.0 million from $6.9 million a year earlier; Q4 adjusted EBITDA was a $1.3 million loss.
2026 full-year revenue guidance is $212 million to $216 million.
H.B. Fuller reported first-quarter fiscal 2026 net revenue of $771 million, down 2.3% from a year earlier, with organic revenue down 6.6%. Net income rose to $21 million, or $0.38 per diluted share, from $13.2 million, or $0.24, a year earlier, and the company raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted EPS. Management also cited Middle East geopolitical instability as adding cost and supply chain complexity.
Q1 adjusted EPS (diluted) was $0.57, up 6% year-on-year; adjusted EBITDA was $119 million, up 4%, with adjusted EBITDA margin at 15.4%.
Full-year 2026 adjusted EBITDA is now expected at $645 million to $675 million, and adjusted EPS (diluted) at $4.55 to $4.90.
Full-year 2026 net revenue is now expected to be up mid-single digits, while organic revenue is expected to be up low-single digits.
Second-quarter 2026 adjusted EBITDA is expected at $175 million to $185 million, with net revenue up low-single digits.
Worthington Steel reported fiscal third-quarter results for the three months ended February 28, 2026, with net sales up 12% to $769.8 million on higher direct volumes and selling prices. Operating income fell to $3.1 million from $18.3 million, and diluted earnings per share were $0.20 versus $0.27, with the filing attributing the rise in selling, general and administrative expense mainly to $15.4 million of professional fees tied to the proposed Kloeckner acquisition. The company also declared a $0.16 quarterly dividend, and the filing does not state a numeric fourth-quarter outlook.
Net sales of $769.8 million, up $82.4 million or 12% from $687.4 million; direct selling prices rose 9%
Operating income of $3.1 million versus $18.3 million; SG&A rose $22.9 million, including $15.4 million of professional fees for the proposed Kloeckner acquisition
Diluted EPS attributable to controlling interest of $0.20 versus $0.27; adjusted diluted EPS of $0.27 versus $0.35
Quarterly dividend of $0.16 per share, payable June 26, 2026, to shareholders of record on June 12, 2026
Enerpac Tool Group reported fiscal second-quarter 2026 results for the period ended February 28, 2026. Net sales rose 6% to $154.8 million, but net earnings fell to $16.3 million, or $0.31 per diluted share, from $20.9 million, or $0.38, a year earlier, after $3.3 million in restructuring charges tied mainly to its EMEA service business. The company also narrowed its full-year fiscal 2026 guidance, with net sales now projected at $635 million to $650 million.
Net sales were $154.8 million, up 6% from $145.5 million; organic sales rose 2%, with service revenue down 17% organically.
Net earnings were $16.3 million, or $0.31 per diluted share, versus $20.9 million, or $0.38, in the prior-year quarter.
Full-year fiscal 2026 guidance projects net sales of $635 million to $650 million and adjusted EPS of $1.85 to $1.92.
The company repurchased about 1.3 million shares for $51 million in the quarter.
EnerSys said it will close its lead-acid battery manufacturing facility in Tijuana, Mexico, and move most production to its Springfield, Missouri plant. The company expects a pre-tax charge of about $37 million, of which $14 million is non-cash, and an estimated annual pre-tax benefit of about $20 million starting in fiscal 2028. Shareholders face the near-term charge in exchange for projected cost savings, and the restructuring is expected to be substantially complete by December 2027.
Pre-tax charge of about $37 million: $14 million non-cash, mainly equipment write-offs, and about $23 million in cash charges
Estimated annual pre-tax benefit of about $20 million, beginning in fiscal year 2028
Reduction of about 474 employees upon completion; the company also plans to sell the Tijuana land and buildings and possibly plant and equipment
Restructuring expected to be substantially complete by December 2027, with most charges incurred by the second half of fiscal year 2027
Global Self Storage reported fourth-quarter and full-year 2025 results on March 25, 2026. Full-year total revenues rose 1.4% to $12.7 million, but net income fell to $2.0 million, or $0.18 per diluted share, from $2.1 million, or $0.19, while fourth-quarter revenues declined 0.9%. The company kept its quarterly dividend at $0.0725 per share.
Full-year 2025 total revenues increased 1.4% to $12.7 million; full-year net income was $2.0 million, or $0.18 per diluted share, versus $2.1 million, or $0.19, in 2024.
Q4 2025 total revenues decreased 0.9% to $3.2 million, while Q4 net income rose to $323,000, or $0.03 per diluted share, from $84,000, or $0.01.
Full-year FFO increased 2.7% to $4.0 million ($0.36 per diluted share), and AFFO increased 3.4% to $4.4 million ($0.39 per diluted share).
Same-store occupancy at December 31, 2025 was 93.0%, up from 92.9%; capital resources totaled approximately $24.5 million.
Chewy reported fiscal 2025 net sales of $12.60 billion, up 6.2%, and adjusted EBITDA of $719.2 million, up 26.1%. Full-year GAAP net income fell to $222.8 million from $392.7 million, and diluted EPS fell to $0.52 from $0.91, mainly because the prior year included a $275.7 million tax benefit from releasing a valuation allowance. Shareholders get higher sales and adjusted profit alongside a lower GAAP profit figure.
Fourth-quarter net sales were $3.26 billion, up 0.5% from a year earlier (8.1% on a normalized 13-week basis), and Q4 net income rose to $39.2 million from $22.8 million.
Full-year diluted EPS was $0.52 versus $0.91; adjusted diluted EPS rose 22.1% to $1.27.
Free cash flow was $562.4 million, up 24.3%, and active customers reached 21.3 million, up 4.0%.
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
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
Sutro Biopharma reported full-year 2025 results in a press release furnished with an 8-K on March 23, 2026. Revenue rose to $102.5 million from $62.0 million and net loss narrowed to $191.1 million from $227.5 million, but the company also recorded $53.4 million in restructuring and related costs. The company also terminated its at-the-market share sales agreement with Jefferies LLC effective March 23, 2026, so it can no longer sell common shares under that program.
Revenue was $102.5 million for 2025, up from $62.0 million in 2024, mainly tied to Astellas and Ipsen collaborations.
Net loss was $191.1 million, or $22.49 per share, versus $227.5 million, or $29.40 per share, in 2024.
Restructuring and related costs were $53.4 million in 2025, compared with none in 2024.
Cash, cash equivalents and marketable securities were $141.4 million at December 31, 2025, versus $316.9 million a year earlier.
Coeur Mining completed its acquisition of New Gold on March 20, 2026, issuing about 393 million Coeur common shares to New Gold shareholders and entering a new $1.0 billion revolving credit facility. The company also announced an expanded $750 million share repurchase program, an inaugural $0.02 per share semiannual dividend policy, and consolidated 2026 guidance that includes nine months of New Afton and Rainy River production, which means the larger share count and capital return plans both affect shareholders.
The arrangement closed on March 20, 2026; each New Gold share was exchanged for 0.4959 Coeur shares, and about 393 million Coeur shares were issued.
Authorized Coeur common stock was increased from 900 million to 1.3 billion shares effective March 19, 2026.
The $750 million repurchase program replaces the prior $75 million program; the first $0.02 per share dividend is expected in the second quarter of 2026.
2026 consolidated gold production guidance is 680,000 to 815,000 ounces, with nine months of contribution from New Afton and Rainy River.
On March 16, 2026, Solaris Energy Infrastructure acquired 100% of Focus Genco Cayman Ltd. (Genco) for 4,182,772 Class A common shares and about $81 million in cash, subject to post-closing adjustments. The company also took on a $300 million senior secured term loan and a $148.61 million Stonebriar term loan, and it terminated its Bank of America asset-based lending facility, so shareholders face new share issuance and higher secured debt.
Acquired all outstanding Genco shares on March 16, 2026, for 4,182,772 Class A common shares plus about $81 million in cash.
Sellers have a 90-day lockup on the shares received, and the company agreed to register those shares for resale.
Entered a $300 million senior secured term loan with Goldman Sachs Bank USA, maturing March 15, 2027, at Term SOFR plus 3.00%.
Stonebriar Commercial Finance provided a $148.61 million term loan maturing April 1, 2032, guaranteed by OpCo; the bank facility with Bank of America was terminated with no outstanding borrowings.
Goodyear approved a rationalization plan in Europe, Middle East and Africa on March 16, 2026, to streamline its sales and distribution model. The plan would reduce about 600 positions, add about 200 new roles, and result in a net reduction of about 400 positions, with some portions still subject to employee consultation in certain countries.
Pre-tax charges expected between $100 million and $110 million, including $75 million to $85 million in rationalization charges
Total cash outflows expected at $100 million to $110 million, with $25 million in 2026 and $50 million in 2027
Expected to improve EMEA segment operating income by $35 million to $40 million in 2028 and about $50 million annually thereafter
Ecolab agreed to acquire CoolIT Systems, a maker of liquid cooling systems for AI data centers, for about $4.75 billion in cash, funded with new transaction debt and expected to close in the third quarter of 2026. The company said the deal is expected to add 1% to Ecolab's total organic sales growth rate and to be accretive to adjusted diluted EPS in 2028, while leverage rises to about 3x at closing. Ecolab also set first-quarter 2026 adjusted EPS guidance of $1.69 to $1.71 and kept its full-year 2026 outlook, excluding CoolIT, at $8.43 to $8.63.
Purchase price of approximately $4.75 billion in cash at closing, subject to customary adjustments; 29x and 24x estimated next 12-month and 2027 adjusted EBITDA
Expected to close in the third quarter of 2026, subject to regulatory approvals; financed with new transaction debt, with pro forma net debt to adjusted EBITDA of about 3x at close, returning to 2x by the end of the second year
Q1 2026 adjusted diluted EPS expected at $1.69 to $1.71, up 13% to 14% from $1.50 a year earlier
Full-year 2026 adjusted diluted EPS outlook of $8.43 to $8.63, excluding CoolIT, up 12% to 15% from $7.53 in 2025
Eledon Pharmaceuticals reported its fourth quarter and full year 2025 results on March 19, 2026. The net loss for 2025 widened to $45.6 million from $36.2 million, driven by higher research and development expenses, though the loss per share narrowed to $0.52 from $0.66 on a larger share count.
Full-year 2025 net loss was $45.6 million, or $0.52 per basic share, versus $36.2 million, or $0.66 per share, in 2024.
Research and development expenses rose to $66.3 million from $52.0 million, which the company attributed to clinical trial activity, manufacturing scale-up and added personnel.
A non-cash gain of $33.4 million from changes in the fair value of warrant liabilities reduced the 2025 net loss; excluding warrant items, the net loss would have been $79.1 million.
Sono Group N.V. said its supervisory board resolved on March 14, 2026 to end all current and future funding to its subsidiary Sono Motors GmbH and exit its legacy solar operations, citing a lack of profitability and no clear path to profitability. The same day, the company adopted a Treasury Strategy focused on buying and holding Bitcoin using a covered-call yield approach, which it projects will generate cash flow in the first year; the company says it cannot yet estimate the total costs of the exit, so shareholders face unquantified charges alongside the strategic shift.
Funding to Sono Motors GmbH was terminated with immediate effect; the decisions were made on March 14, 2026.
The company cannot yet make a good faith estimate of total costs and charges and will amend the filing when material amounts become reasonably estimable.
The Treasury Strategy centers on Bitcoin holdings using a covered-call yield strategy and is projected to generate cash flow in its first year.
The company plans to seek shareholder ratification of the Treasury Strategy at an extraordinary general meeting; no meeting date is given.
GrowGeneration reported fourth-quarter and full-year 2025 results, with full-year net sales down to $161.7 million from $188.9 million after store closures, while the GAAP net loss narrowed to $24.0 million from $49.5 million. The company also gave 2026 guidance of $162 million to $168 million in revenue and breakeven Adjusted EBITDA, and its board authorized a share repurchase of up to $10 million of common stock.
Full-year 2025 net sales were $161.7 million, down from $188.9 million in 2024, reflecting retail store consolidations.
Full-year 2025 GAAP net loss was $24.0 million versus $49.5 million in 2024; Adjusted EBITDA loss was $6.0 million versus $14.5 million.
Board authorized repurchases of up to $10 million of common stock, which may begin after customary administrative and regulatory processes and may run for up to two years.
2026 outlook calls for revenue of $162 million to $168 million, gross margin of 27% to 29%, and breakeven Adjusted EBITDA for the full year.
Scholastic reported fiscal third-quarter revenue of $329.1 million, down 2% from a year earlier, and an operating loss of $26.9 million compared with $23.9 million a year ago. Diluted earnings per share rose to $2.55 from a loss of $0.13, driven by a $119.8 million pretax gain on sale-leaseback transactions, and the company reaffirmed its full-year Adjusted EBITDA outlook of $146 million to $156 million. The board also authorized a $300 million share repurchase program, including a planned $200 million tender offer priced between $36 and $40 per share.
Revenue was $329.1 million, down 2% from $335.4 million; Adjusted EBITDA was $0.0 million versus $6.0 million a year earlier.
Operating loss was $26.9 million versus $23.9 million; net income of $62.5 million includes a $119.8 million pretax gain on sale-leaseback transactions.
Full-year Adjusted EBITDA outlook of $146 million to $156 million was reaffirmed, and full-year revenue is expected to be approximately flat.
A $200 million modified Dutch auction tender offer, priced at $36 to $40 per share, is anticipated to launch in the coming days.
ACCESS Newswire reported fourth-quarter and full-year 2025 results, with full-year revenue down 2% to $22.6 million from $23.1 million in 2024. The loss from continuing operations narrowed sharply to $1.6 million from $13.3 million, mainly because 2024 included a $14.15 million impairment charge, and adjusted EBITDA rose to $3.2 million from $1.8 million.
Q4 2025 revenue was $5.8 million, flat versus Q4 2024 and up 1% from $5.7 million in Q3 2025.
Full-year 2025 revenue was $22.6 million, down 2% from $23.1 million in 2024, driven by lower PRO plan and webcasting and events revenue.
Q4 2025 net loss from continuing operations was $0.5 million, or $0.13 per diluted share, versus $10.9 million, or $2.85 per share, in Q4 2024.
Full-year 2025 net income was $4.3 million including discontinued operations, which included a $9.0 million gain on disposal of a business.
Titan Machinery reported fourth-quarter fiscal 2026 revenue of $641.8 million, down from $759.9 million a year earlier, while its net loss narrowed to $36.2 million from $43.8 million. For the full fiscal year, revenue fell to $2.4 billion from $2.7 billion and the net loss widened to $54.2 million, or $2.38 per diluted share, from $36.9 million, or $1.63 per share. The company also introduced fiscal 2027 modeling assumptions that point to a further decline in revenue in its Agriculture segment and a continued loss, which shareholders will weigh against the fiscal 2026 results.
Q4 fiscal 2026 net loss was $36.2 million, or $1.59 per diluted share, versus $43.8 million, or $1.93 per share, a year earlier; gross margin rose to 13.5% from 6.7%.
Full-year fiscal 2026 adjusted EBITDA was $13.9 million, up from $12.8 million in fiscal 2025, while reported net loss was $54.2 million.
Inventory fell $206 million in fiscal 2026, above the $150 million target, and the company says it has no further targeted inventory reductions planned for fiscal 2027.
Fiscal 2027 assumptions include adjusted EBITDA of $17.0 million to $29.0 million and adjusted diluted loss per share of $1.25 to $1.75, compared with an adjusted loss of $2.22 per share in fiscal 2026.
Darden reported fiscal third-quarter 2026 sales of $3.3 billion, up 5.9%, with same-restaurant sales up 4.2%. Reported diluted EPS from continuing operations fell to $2.68 from $2.74, while adjusted EPS rose 5.4% to $2.95 after excluding impairment and strategic review costs. The company also updated its fiscal 2026 adjusted EPS outlook to $10.57 to $10.67 and declared a $1.50 quarterly dividend.
Q3 total sales rose 5.9% to $3.3 billion; same-restaurant sales rose 4.2%, with LongHorn Steakhouse up 7.2% and Olive Garden up 3.2%.
Reported diluted EPS from continuing operations was $2.68, down from $2.74; adjusted EPS was $2.95, up 5.4%, excluding $0.16 of restaurant closure impairment.
Fiscal 2026 adjusted EPS outlook is $10.57 to $10.67, including about $0.25 from a 53rd week.
Darden repurchased $127 million of stock in the quarter, with $516 million left under a $1 billion authorization; quarterly dividend of $1.50 per share is payable May 1, 2026.
Signet reported fourth-quarter sales of $2.35 billion and adjusted diluted EPS of $6.25, down from $6.62 a year earlier, while full-year adjusted diluted EPS rose to $9.60 from $8.94. The company introduced fiscal 2027 guidance calling for total sales of $6.6 billion to $6.9 billion and adjusted diluted EPS of $8.80 to $10.74, and raised its quarterly dividend to $0.35 per share. Shareholders get a dividend increase and a outlook, but the fourth-quarter adjusted profit decline and the planned James Allen transition, which the company says will cost $60 million to $80 million in net revenue, are factors to weigh.
Q4 sales of $2.35 billion, same store sales down 0.7%; adjusted diluted EPS $6.25 vs. $6.62 in Q4 of FY25
Full-year GAAP diluted EPS of $7.08 vs. a loss of $0.81 in FY25; adjusted diluted EPS $9.60 vs. $8.94
FY27 guidance: total sales $6.6 to $6.9 billion; adjusted diluted EPS $8.80 to $10.74
Quarterly dividend raised to $0.35 per share, payable May 22, 2026, to holders of record April 24, 2026
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.
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.
lululemon reported fourth quarter 2025 revenue up 1% to $3.6 billion, but diluted earnings per share fell to $5.01 from $6.14 and income from operations fell 22%. For fiscal 2025, revenue rose 5% to $11.1 billion while diluted EPS fell to $13.26 from $14.64. The company guided fiscal 2026 diluted EPS to $12.10 to $12.30, below fiscal 2025's $13.26, on revenue of $11.350 billion to $11.500 billion.
Q4 2025 revenue rose 1% to $3.6 billion, flat on a constant dollar basis; Americas revenue fell 4% while International rose 17%.
Q4 2025 gross margin fell 550 basis points to 54.9% and operating margin fell 660 basis points to 22.3%.
Fiscal 2026 guidance: net revenue of $11.350 billion to $11.500 billion and diluted EPS of $12.10 to $12.30; Q1 2026 diluted EPS guidance is $1.63 to $1.68.
The company repurchased 5.0 million shares for $1.2 billion in fiscal 2025 and ended the year with $1.8 billion in cash and cash equivalents.
Kestra Medical Technologies reported revenue of $24.6 million for the quarter ended January 31, 2026, up 63% from the prior year, and raised its fiscal 2026 revenue guidance to $93 million from $91 million. The net loss widened to $34.2 million from $21.8 million, so shareholders are weighing faster sales growth against larger losses.
Q3 FY26 revenue was $24.6 million, up 63% from $15.1 million in the prior year period.
Gross margin was 52.6% versus 43.4% a year earlier; gross profit was $12.9 million versus $6.5 million.
GAAP net loss was $34.2 million versus $21.8 million; adjusted EBITDA loss was $21.2 million versus $16.3 million.
FY26 revenue guidance rose to $93 million from $91 million (initial guidance $85 million); cash and cash equivalents were $291 million at January 31, 2026.
Academy Sports and Outdoors reported fiscal 2025 net sales of $6.05 billion, up 2.0%, but diluted EPS fell 3.3% to $5.54 and comparable sales declined 1.5%. For the fourth quarter, sales rose 2.5% and diluted EPS rose 4.8% to $1.98, and the company guided to 2026 net sales growth of 2% to 5% and GAAP diluted EPS of $5.65 to $6.15.
Fiscal 2025 net sales were $6.05 billion, up 2.0%, while comparable sales fell 1.5%.
Fiscal 2025 diluted EPS was $5.54, down from $5.73; adjusted diluted EPS was $5.78, down from $6.02.
Fourth quarter net sales were $1.72 billion, up 2.5%, and diluted EPS was $1.98, up 4.8%.
2026 guidance calls for net sales growth of 2% to 5% and GAAP diluted EPS of $5.65 to $6.15; the board declared a $0.15 quarterly dividend, about 15% higher, payable April 10, 2026.
RF Industries reported first quarter fiscal 2026 results for the period ended January 31, 2026, with net sales of $19.0 million, down 1% from $19.2 million a year earlier. Profitability improved, as gross margin rose to 32.3% and the consolidated net loss narrowed to $50,000 from $245,000, but the filing contains no guidance and the company said revenue growth is expected to accelerate in the back half of the year.
Net sales were $19.0 million, down 1% year over year and down 16% from $22.7 million in the fourth quarter of fiscal 2025, which the company attributed to normal seasonality.
Gross profit margin was 32.3%, up 250 basis points from 29.8% a year earlier; operating income was $177,000 versus $56,000.
Consolidated net loss was $50,000, or $0.00 per diluted share, compared with a net loss of $245,000, or $0.02 per diluted share, a year earlier.
Backlog was $14.4 million at quarter-end on bookings of $17.9 million, and the company said backlog stood at $18.6 million as of March 16, 2026.
Semtech reported fourth-quarter fiscal 2026 net sales of $274.4 million, up 9% from a year earlier, and adjusted diluted EPS of $0.44, up from $0.40. The company posted a GAAP diluted loss of $0.32 per share, compared with GAAP diluted earnings of $0.43 a year earlier, after $44.6 million of goodwill and intangible impairments. For shareholders, revenue and adjusted earnings grew, while GAAP results were hurt by the impairment charges, and the company guided first-quarter fiscal 2027 net sales to $283.0 million, plus or minus $5.0 million.
Q4 fiscal 2026 net sales $274.4 million, up 9% year over year; fiscal 2026 net sales $1.05 billion, up 15%
Q4 GAAP diluted loss of $0.32 per share vs. GAAP diluted EPS of $0.43 in Q4 fiscal 2025; full-year GAAP diluted loss of $0.46 per share
Q4 adjusted diluted EPS $0.44 vs. $0.40 a year earlier; Q4 operating cash flow $61.5 million and free cash flow $59.1 million
Q1 fiscal 2027 outlook: net sales $283.0 million +/- $5.0 million; adjusted diluted EPS $0.45 +/- $0.03
Science Applications International Corporation reported fourth-quarter fiscal 2026 revenue of $1.75 billion, down 5% from a year earlier, while adjusted diluted EPS rose 2% to $2.62 and GAAP diluted EPS fell 7% to $1.87. For the full year, revenue fell 3% to $7.26 billion, but diluted EPS rose 7% to $7.70. The company gave fiscal 2027 adjusted diluted EPS guidance of $9.50 to $9.70 and reiterated its revenue guidance of $7.0 billion to $7.2 billion.
Q4 net income was $85 million, down 13%, and diluted EPS was $1.87 versus $2.00 a year earlier.
Full-year fiscal 2026 net income was $358 million; adjusted diluted EPS was $10.75, up 18% from $9.13.
FY2027 guidance: revenue $7.0 billion to $7.2 billion, adjusted EBITDA $705 million to $715 million, adjusted diluted EPS $9.50 to $9.70.
Estimated backlog at fiscal year-end was $22.6 billion, of which $3.6 billion was funded; Q4 book-to-bill ratio was 0.3.
National Beverage reported results for its third fiscal quarter ended January 31, 2026. Net income rose to $41.2 million from $39.6 million, and diluted earnings per share increased 5% to $0.44, while net sales fell slightly to $264.6 million from $267.1 million. For shareholders, profit grew on slightly lower sales, with gross margin up 60 basis points year over year.
Net sales were $264.6 million, compared with $267.1 million in the prior-year quarter.
Net income was $41.2 million, compared with $39.6 million a year earlier; diluted EPS was $0.44 versus $0.42.
Gross profit was $100 million, reflecting a 60 basis point year-over-year margin improvement.
Operating cash flow was $136 million, and quarter-end cash was $314 million.
Adobe reported record first-quarter fiscal 2026 revenue of $6.40 billion, up 12% year over year, and GAAP diluted earnings per share of $4.60. CEO Shantanu Narayen also said he will transition from the CEO role once a successor is appointed, and he will remain Chair of the Board. Adobe has not named a successor, and the search is ongoing.
Q1 fiscal 2026 revenue was $6.40 billion, up 12% year over year (11% in constant currency).
Non-GAAP diluted EPS was $6.06, compared with $5.08 a year earlier; GAAP diluted EPS was $4.60, compared with $4.14.
Second-quarter fiscal 2026 targets: revenue of $6.43 billion to $6.48 billion and non-GAAP EPS of $5.80 to $5.85; Adobe reaffirmed its FY2026 targets.
Narayen, CEO for eighteen years, will stay as CEO until a successor is appointed; a special committee led by Frank Calderoni is running the search.
Ulta Beauty reported fourth-quarter net sales of $3.9 billion, up 11.8% from a year earlier, but diluted EPS fell to $8.01 from $8.46 as operating margin declined to 12.2% from 14.8%. The company also guided fiscal 2026 to net sales growth of 6% to 7% and diluted EPS of $28.05 to $28.55, which compares with $25.64 in fiscal 2025.
Q4 net sales rose 11.8% to $3.9 billion; comparable sales rose 5.8%.
Q4 diluted EPS was $8.01 versus $8.46 a year earlier; operating margin was 12.2% versus 14.8%.
Fiscal 2026 outlook: net sales growth of 6% to 7%, operating income growth of 6% to 9%, diluted EPS of $28.05 to $28.55.
Fiscal 2025 diluted EPS was $25.64; the company repurchased shares worth $890.5 million during the year.
G-III Apparel reported a fourth-quarter fiscal 2026 net loss of $31.9 million, or $0.76 per share, compared with net income of $48.8 million a year earlier, after $45.0 million of after-tax asset impairment charges. For the full year, net sales fell 7.0% to $2.96 billion and GAAP diluted EPS was $1.51, down from $4.20, while the company guided to fiscal 2027 net income of $88.0 million to $92.0 million, or $2.00 to $2.10 per diluted share, on expected net sales of about $2.71 billion.
Q4 fiscal 2026 net sales fell 8.1% to $771.5 million; non-GAAP EPS was $0.30 versus $1.27 a year earlier, including $17.5 million of bad debt expense tied to the Saks Global bankruptcy.
Fiscal 2026 net income was $67.4 million versus $193.6 million in fiscal 2025; non-GAAP EPS was $2.61 versus $4.42.
Fiscal 2027 outlook assumes about $470 million of lost sales from Calvin Klein and Tommy Hilfiger products; first-quarter net loss is expected to be $13.0 million to $18.0 million.
Year-end cash was $406.7 million, and the company returned $54.0 million to shareholders in fiscal 2026, including $49.8 million of share repurchases.
DICK'S Sporting Goods reported fourth-quarter fiscal 2025 net sales of $6.2 billion, up 59.9% from a year earlier, driven by the September 2025 Foot Locker acquisition. Profit fell sharply, with GAAP earnings per diluted share down 61% to $1.41 and non-GAAP EPS down 5% to $3.45, and the company guided to 2026 GAAP EPS of $13.70 to $14.70 and announced a 3% dividend increase to $1.25 per quarter.
Q4 net sales $6.2 billion vs. $3.9 billion; the Foot Locker acquisition closed September 8, 2025.
Q4 GAAP EPS $1.41 vs. $3.62; non-GAAP EPS $3.45 vs. $3.62.
2026 outlook: net sales $22.1 billion to $22.4 billion; GAAP EPS $13.70 to $14.70.
Quarterly dividend $1.25 per share, payable April 10, 2026, to holders of record March 27, 2026.
Culp reported third-quarter fiscal 2026 net sales of $48.0 million, down from $52.3 million a year earlier, and a net loss of $3.4 million, or $(0.27) per diluted share, compared with a net loss of $4.1 million, or $(0.33) per share, in the prior-year quarter. The company gave only limited forward guidance, expecting sequential sales growth in the fourth quarter, and said it is not providing more specific operating guidance due to uncertainty over possible tariff refunds.
Net sales $48.0 million, down 8.2% from $52.3 million; bedding down about 5% and upholstery down about 12%
Net loss $3.4 million, or $(0.27) per diluted share, vs. $4.1 million, or $(0.33), a year earlier; the quarter included $1.0 million of legal settlement proceeds in other income
Company expects sequential consolidated sales growth in fourth quarter fiscal 2026; $4.8 million balance from sale of Canadian facility due in fourth quarter
Sprinklr reported fourth-quarter fiscal 2026 revenue of $220.6 million, up 9% year over year, and full-year revenue of $857.2 million, up 8%. GAAP net income fell sharply from the prior year, which included a $87.1 million valuation allowance release, while non-GAAP diluted EPS rose to $0.13 from $0.10. The board also authorized a $200 million share repurchase program, with about $125 million planned as an accelerated share repurchase.
Q4 total revenue $220.6 million, up 9%; Q4 GAAP diluted EPS $0.04 versus $0.37 a year earlier
Q4 non-GAAP diluted EPS $0.13 versus $0.10; full-year non-GAAP diluted EPS $0.49 versus $0.37
Board authorized $200 million repurchase program on March 8, 2026; about $125 million planned near term, to be completed by March 15, 2027
Fiscal 2027 total revenue guidance $869 million to $871 million; first-quarter guidance $215.5 million to $216.5 million
On March 10, 2026, Cintas entered a merger agreement to acquire UniFirst at an implied enterprise value of about $5.5 billion. UniFirst shareholders would receive $155 in cash and 0.7720 Cintas shares per share, a combined $310 based on Cintas's March 9, 2026 closing price of $200.77, and the deal is expected to close in the second half of calendar 2026. The deal adds new cash and share obligations for Cintas shareholders, while Cintas also reported preliminary fiscal third-quarter 2026 revenue growth of 8.9%.
Consideration: $155 in cash and 0.7720 Cintas shares per UniFirst share, a combined $310 based on Cintas's $200.77 close on March 9, 2026
Termination fees: $213.3 million payable by UniFirst to Cintas and $350 million payable by Cintas to UniFirst in specified circumstances
Cintas expects approximately $375 million of operating cost synergies within four years and EPS accretion by the end of the second full year after closing
Cintas preliminary fiscal Q3 2026 revenue was $2.84 billion, up 8.9% from $2.61 billion; full results are due March 25, 2026
SolarEdge said Chief Financial Officer Asaf Alperovitz will step down effective June 9, 2026, to take a CFO role at a public company outside the solar industry. The company said his departure is not related to any financial or accounting issue, and it is reaffirming its first-quarter 2026 financial guidance first given on February 18, 2026. Shareholders will look to the board's search for a replacement CFO during the transition.
CFO Asaf Alperovitz notified the board on March 10, 2026 of his resignation, effective June 9, 2026
Board of Directors has started a process to identify a replacement CFO
Company states the departure is not related to any financial or accounting issue or disagreement
First-quarter 2026 guidance, provided February 18, 2026, was re-affirmed
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