1,298 material Form 8-K filings that 1,057 companies we cover made with the SEC in April 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).
Kodiak Gas Services completed its acquisition of Distributed Power Solutions, LLC (DPS) on April 1, 2026, paying $587 million in cash and issuing about 2.4 million shares of common stock. The company says the deal adds about 395 megawatts of generation capacity and expands Kodiak beyond contract compression into distributed power, and it expects the acquisition to be immediately accretive to earnings and discretionary cash flow per share.
Cash consideration of $587 million, including adjustments for additional power generation assets, indebtedness and working capital
Issued an aggregate of 2,401,278 shares of common stock to the sellers, Mustang PRS, LLC and Louisiana Machinery Company, L.L.C.
Acquired business rebranded as Kodiak Power Solutions; adds about 395 megawatts of generation capacity
Kodiak entered a registration rights agreement with the sellers covering resale of the shares they received
Associated Banc-Corp completed its acquisition of American National Corporation on April 1, 2026, with American National merging into Associated and its bank merging into Associated Bank, National Association. The former American National executive Wende Kotouc was appointed to Associated's board, which increased from 13 to 14 members, and the company issued shares to former American National shareholders as merger consideration.
Former American National voting shareholders received an aggregate 22,478,042 Associated common shares, per Item 3.02; Item 8.01 cites 22,975,382 shares to all American National voting and non-voting holders.
Wende Kotouc, 63, was appointed to fill the board seat created by the expansion from 13 to 14 directors.
John F. Kotouc will serve as a consultant for two years at an annual retainer of $400,000.
American National systems, branches and customers are expected to convert to Associated in the third quarter of 2026.
Aptiv PLC completed the spin-off of Versigent Limited on April 1, 2026, under a separation and distribution agreement the two companies signed on March 30, 2026. The agreement sets out the principal actions for the spin-off and govern the companies' relationship afterward. The filing does not report financial results or the value of the transaction, so shareholders can use the pro forma financial information Aptiv plans to file by amendment.
Spin-off of Versigent Limited completed April 1, 2026
Separation and Distribution Agreement dated March 30, 2026, filed as Exhibit 2.1
Versigent's information statement, filed as Exhibit 99.1 to its March 12, 2026 Form 8-K, summarizes the agreement's material terms
Pro forma financial information to be filed by amendment no later than four business days after the spin-off
Aptiv PLC completed the spin-off of Versigent on April 1, 2026, distributing all Versigent ordinary shares to Aptiv shareholders, and Versigent began trading on the NYSE as VGNT that day. The company took on $1.35 billion in senior secured credit facilities and $1.6 billion in senior unsecured notes, with proceeds used to pay a dividend to Aptiv, and it appointed a new CEO and CFO effective with the spin-off.
Aptiv shareholders of record on March 17, 2026 received one Versigent ordinary share for every three Aptiv shares held.
Credit agreement includes a $500 million five-year term loan A, fully drawn March 27, 2026, and an $850 million five-year revolving credit facility.
Cyprium Corporation and Cyprium Holdings Luxembourg issued $800 million of 6.125% notes due 2031 and $800 million of 6.375% notes due 2034 on March 18, 2026.
Joseph T. Liotine was appointed Chief Executive Officer and Douglas R. Ostermann Chief Financial Officer, effective with the spin-off; Paul Meister became non-executive Chair.
Westwater Resources disclosed that SK On Co., Ltd. terminated its Products Procurement Agreement, which covered purchases of CSPG natural graphite anode products, effective immediately after notice was received on March 31, 2026. The agreement covered a portion of the planned Phase I production capacity at the Kellyton Graphite Plant, so shareholders lose a named customer commitment for that capacity, though SK On has indicated it may consider future agreements on updated terms.
SK On notified Westwater on March 31, 2026 that it was terminating the Procurement Agreement effective immediately.
The agreement, signed February 5, 2024, covered a portion of planned Phase I capacity at the Kellyton Graphite Plant.
SK On has indicated a willingness to consider future agreements, subject to updated terms and conditions.
Westwater expects initial battery-grade graphite production within approximately 12 months of securing the remaining project financing.
Penguin Solutions reported fiscal second-quarter 2026 net sales of $343 million, down 6% from a year earlier, and raised its full-year fiscal 2026 net sales and non-GAAP EPS outlook. GAAP diluted EPS rose to $0.58 from $0.09, helped by a $27.0 million gain on disposition of an equity investment, while non-GAAP diluted EPS was flat at $0.52.
Net sales were $343.0 million versus $365.5 million a year earlier; Integrated Memory rose to $171.6 million from $105.3 million, while Advanced Computing fell to $115.7 million from $200.2 million.
GAAP diluted EPS was $0.58 versus $0.09; non-GAAP diluted EPS was $0.52, the same as the year-ago quarter.
Fiscal 2026 net sales growth outlook was raised to 12% year over year (±5%) from 6% (±10%); non-GAAP EPS outlook was raised to $2.15 (±$0.15) from $2.00 (±$0.25).
GAAP gross margin fell 130 basis points to 27.3%, while non-GAAP gross margin rose 40 basis points to 31.2%.
Fulton Financial Corporation completed its acquisition of Blue Foundry Bancorp, a Rutherford, N.J. company, as announced April 1, 2026, under a merger agreement dated November 24, 2025. Fulton says the deal makes it a $34 billion financial services company and expands its presence in New Jersey. The filing does not disclose the purchase price or Blue Foundry's financial results, so shareholders cannot assess the deal's financial effect from this document.
Acquisition closed April 1, 2026, under a merger agreement dated November 24, 2025.
Fulton says the acquisition makes it a $34 billion financial services company.
Blue Foundry Bank will operate as a separate, wholly owned subsidiary until this summer, when it is planned to merge into Fulton Bank, N.A.
Fulton will make a $1.5 million contribution to the Fulton Forward Foundation for New Jersey nonprofit organizations.
Lamb Weston reported fiscal third-quarter 2026 net sales of $1,564.8 million, up 3%, but net income fell 63% to $54.0 million and diluted EPS fell to $0.39 from $1.03. The company raised the midpoint of its fiscal 2026 net sales and adjusted EBITDA outlook and cut its expected capital expenditures, while the International segment took a $32.5 million raw potato write-off.
Q3 net sales $1,564.8 million, up 3%; adjusted EBITDA $271.7 million, down 27%
Q3 net income $54.0 million, down 63%; diluted EPS $0.39 versus $1.03 a year earlier
Fiscal 2026 adjusted EBITDA guidance narrowed to $1.08 billion to $1.14 billion from $1.00 billion to $1.20 billion
Expected fiscal 2026 capital expenditures cut to approximately $400 million from approximately $500 million; quarterly dividend $0.38 per share
Avantor said Executive Vice President and CFO R. Brent Jones will leave the company on or before June 24, 2026, to join a company outside the life sciences industry. Chief Accounting Officer Steve Eck will serve as interim CFO while the company searches for a permanent CFO, and the company reaffirmed its fiscal 2026 guidance.
Jones notified the company on March 26, 2026 of his resignation; his employment agreement requires 90 days' notice unless waived.
Eck, 50, has been Senior Vice President and Chief Accounting Officer since 2019 and will keep those roles while serving as interim CFO.
Eck will receive $45,000 per month as interim CFO and a one-time restricted stock unit award valued at $250,000 that vests over three years.
Avantor reaffirmed the fiscal 2026 financial guidance it gave on its fourth quarter 2025 earnings call on February 11, 2026.
Conagra reported third-quarter fiscal 2026 results for the quarter ended February 22, 2026. Reported net sales fell 1.9% to $2.8 billion and adjusted EPS fell to $0.39 from $0.51, though organic net sales rose 2.4%. The company narrowed its fiscal 2026 adjusted EPS outlook to about $1.70, the low end of its $1.70 to $1.85 range, and lowered its expected adjusted equity earnings, which points to lower profit for shareholders this year.
Reported net sales fell 1.9% to $2.8 billion, with a 4.8% decrease from M&A offsetting 2.4% organic growth.
Adjusted EPS was $0.39, down 23.5%; reported diluted EPS was $0.42, up 40.0%, including about $0.07 from unusual tax items.
Fiscal 2026 adjusted EPS guidance is about $1.70, at the low end of the $1.70 to $1.85 range; adjusted equity earnings now expected at about $140 million versus a prior estimate of about $170 million.
For the first three quarters, the company reported a net loss of $299.3 million, including $771.3 million in goodwill impairment charges.
Atlas Energy Solutions said it now expects first quarter 2026 Adjusted EBITDA of approximately $26-30 million, compared with prior guidance of roughly flat with fourth quarter 2025 levels, citing costly Kermit maintenance, purchased third-party sand, and higher trucking and diesel costs. The company also announced a five-year power purchase agreement for private grid power, which it expects to generate approximately $50-55 million of annualized Adjusted Free Cash Flow once operational in the first half of 2027.
Q1 2026 Adjusted EBITDA now expected at approximately $26-30 million, versus prior guidance of approximately flat with Q4 2025 levels.
Q1 margins were hurt by about 150 thousand tons of purchased third-party sand, and by a temporary spike in trucking rates and late-quarter diesel price increases.
Five-year power purchase agreement with a technology infrastructure provider, with two additional five-year renewal options; full energization expected in the first half of 2027.
Q2 2026 Adjusted EBITDA expected to total approximately $50 million.
Keurig Dr Pepper said its subsidiary Kodiak BidCo paid €31.85 per share in cash on April 1, 2026 for JDE Peet's shares tendered by March 27, 2026, with total consideration of about €14.86 billion. The deal was funded partly by $4.5 billion of newly issued convertible preferred stock and a $4 billion joint venture investment in the Pod Manufacturing JV, and the company terminated its $364-day bridge credit facility on March 30, 2026.
Kodiak BidCo paid €31.85 per share in cash, with 466,712,270 shares (96.22%) tendered as of March 27, 2026, for about €14.86 billion in total consideration
Company issued 4,500,000 Series A Convertible Perpetual Preferred shares at $1,000 each for $4.5 billion on March 30, 2026
Investor partner contributed about $4 billion to the Pod Manufacturing JV for a 49% interest, and the $364-day bridge credit agreement was terminated March 30, 2026
Post-closing acceptance period runs to April 13, 2026; JDE Peet's shares are expected to stop trading on April 29, 2026 and be delisted on April 30, 2026
Cal-Maine Foods reported fiscal third-quarter 2026 results for the period ended February 28, 2026, with net sales down 53.0% to $667.0 million and net income attributable to the company down 90.1% to $50.5 million. Management attributed the decline mainly to much lower egg prices compared with the prior year, and the filing gives no updated numeric guidance, so shareholders face a sharply weaker quarter.
Net sales of $667.0 million, down 53.0%; conventional egg sales fell 72.1% with 70.1% lower selling prices
Net income attributable to Cal-Maine Foods of $50.5 million, down 90.1%; diluted EPS of $1.06 versus $10.38 a year earlier
The company repurchased 329,830 shares for $24.3 million in the quarter; $350.8 million remains under its $500 million authorization
Cash dividend of about $0.36 per share, payable May 14, 2026 to holders of record on April 29, 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.