1,219 material Form 8-K filings that 987 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).
Amazon's 2025 Letter to Shareholders, filed with an 8-K, reports revenue of $717 billion, up 12% from $638 billion, and operating income of $80 billion, up 17% from $69 billion. Free cash flow fell to $11 billion from $38 billion, mainly due to a $50.7 billion year-over-year increase in net purchases of property and equipment tied to AI investment.
Revenue rose 12% year over year, from $638 billion to $717 billion.
Free cash flow decreased from $38 billion to $11 billion, driven by a $50.7 billion increase in net purchases of property and equipment.
AWS revenue increased 20%, from $108 billion to $129 billion.
Solaris Energy Infrastructure and certain subsidiaries amended their senior secured term loan agreement dated March 16, 2026. The amendment adds $200 million of additional borrowing commitments on top of the $300 million in term loans made at the original closing, and those commitments can be drawn once until October 8, 2026, subject to customary conditions. The filing adds debt capacity for the company, and the terms beyond the added commitments are only summarized here.
Amendment No. 1 dated April 8, 2026 to the senior secured term loan agreement dated March 16, 2026
Additional commitments total $200 million, on top of $300 million in term loans made at the original closing
Additional commitments available for a single borrowing until October 8, 2026, subject to customary conditions
Goldman Sachs Bank USA serves as administrative and collateral agent
On April 8, 2026, Equitable Holdings entered a Voting and Support Agreement with Nippon Life Insurance Company and Corebridge Financial, linked to the Merger Agreement dated March 26, 2026. Under the agreement, Nippon Life must vote its Corebridge common stock in favor of the merger, subject to limited qualifications, and pursue regulatory approvals. The filing does not state deal value or financial results, so its effect on Equitable shareholders is not quantified here.
Agreement dated April 8, 2026, among Equitable, Corebridge Financial and Nippon Life Insurance Company, filed as Exhibit 10.1
Nippon Life must vote its Covered Stock in favor of the Merger Agreement transactions, subject to certain limited qualifications
At closing, HoldCo and Nippon Life would enter a new Stockholder's Agreement and Registration Rights Agreement, replacing agreements dated December 9, 2024
The Voting and Support Agreement terminates at the earlier of merger closing, merger termination or certain other specified events
Corebridge Financial entered into a Voting and Support Agreement on April 8, 2026, with Nippon Life Insurance Company and Equitable Holdings, Inc. The agreement requires Nippon Life to vote its Corebridge shares in favor of the merger under the March 26, 2026 Merger Agreement, which the filing describes as a proposed transaction between Corebridge and Equitable.
Agreement dated April 8, 2026, tied to the Merger Agreement dated March 26, 2026, among Corebridge, Equitable, and newly formed holding company subsidiaries
Nippon Life must vote its Corebridge common stock in favor of the merger and may not transfer those shares before stockholder approval, subject to exceptions
At closing, Nippon Life and HoldCo will enter new Stockholder's and Registration Rights Agreements replacing the December 9, 2024 agreements
Dover entered into a $1.5 billion five-year unsecured revolving credit facility on April 2, 2026, replacing its existing $1 billion five-year credit facility and letting its 364-day facility expire. The new facility is mainly backup liquidity for the company's commercial paper program and is due April 2, 2031, so it adds $500 million of committed borrowing capacity compared with the facility it replaced.
$1.5 billion five-year unsecured revolving credit facility with twelve banks, dated April 2, 2026, with JPMorgan Chase Bank, N.A. as administrative agent
Replaces the $1 billion five-year credit agreement dated April 6, 2023; the 364-day credit agreement expired April 2, 2026
Up to $250 million available for letters of credit; margin of 0.68% to 1.10% over benchmark rates, tied to credit ratings
Requires a minimum interest coverage ratio of EBITDA to consolidated net interest expense of at least 3.00:1.00
Richardson Electronics reported third-quarter fiscal 2026 results for the quarter ended February 28, 2026, with net income of $0.9 million, or $0.07 per diluted share, compared with a net loss of $2.1 million, or $0.15 per share, a year earlier. Net sales rose 3.1% to $55.5 million and backlog grew 11.4% to $151.2 million, while operating expenses rose to $16.2 million from $14.5 million and cash fell to $29.5 million. The board also declared a $0.06 per share quarterly cash dividend.
Net sales were $55.5 million, up 3.1% from $53.8 million; PMT sales rose 9.7% year over year.
Net income was $0.9 million, or $0.07 per diluted share, versus a net loss of $2.1 million, or $0.15 per share, in the prior-year quarter.
Backlog was $151.2 million at February 28, 2026, up 11.4% from $135.7 million at the end of the second quarter.
Cash and cash equivalents were $29.5 million at February 28, 2026, versus $33.1 million at November 29, 2025; the dividend is payable May 27, 2026 to holders of record as of May 8, 2026.
Constellation Brands reported fiscal 2026 results for the year ended February 28, 2026, with net sales of $9.14 billion, down 10%, and comparable EPS of $11.82, down 14%. It issued fiscal 2027 comparable EPS guidance of $11.20 to $11.90 and withdrew its fiscal 2028 outlook, citing a dynamic operating environment. The board also declared a $1.03 quarterly dividend per Class A share.
Fiscal 2026 net sales were $9,139 million, down 10%; reported EPS was $9.61 versus a loss of $0.45 in fiscal 2025, and comparable EPS was $11.82, down 14%.
Fiscal 2027 comparable EPS outlook is $11.20 to $11.90; reported EPS outlook is $11.10 to $11.80.
The company repurchased $924 million of shares in fiscal 2026 and an additional $75 million in March; its fiscal 2028 outlook was withdrawn.
Quarterly dividend of $1.03 per Class A share is payable May 14, 2026, to holders of record on April 29, 2026.
PriceSmart reported fiscal second-quarter 2026 results for the period ended February 28, 2026. Total revenues rose 9.7% to $1.50 billion, and net income rose 12.2% to $49.1 million, or $1.62 per diluted share, compared with $1.45 a year earlier. The company also said it plans an eighth warehouse club in Guatemala, anticipated to open in spring 2027, subject to permits.
Total revenues increased 9.7% to $1.50 billion from $1.36 billion a year earlier
Net income increased 12.2% to $49.1 million, or $1.62 per diluted share, versus $1.45 per diluted share
Comparable net merchandise sales rose 7.6%, or 5.5% on a constant-currency basis, for the 13 weeks ended March 1, 2026
Guatemala club in Villa Nueva is anticipated to open in spring 2027; the company will operate 61 clubs once five new clubs open
Intel repurchased the 49% equity interest held by Apollo-managed funds and affiliates in its Fab 34 joint venture in Ireland, paying $14.2 billion in cash on hand and a $6.5 billion bridge loan. Intel now owns 100% of the joint venture and expects to terminate the related ancillary agreements and wind up the venture, which the filing describes as a major capital commitment that adds debt Intel intends to refinance subject to market conditions.
Repurchase completed April 8, 2026 under an April 1, 2026 agreement
Purchase price of $14.2 billion financed with cash on hand and a $6.5 billion bridge loan
Apollo-managed funds acquired the 49% stake in June 2024
Intel expects to terminate ancillary agreements and wind up the joint venture
Dominion Energy amended its Sustainability Revolving Credit Agreement on April 7, 2026, extending its maturity to April 7, 2029. Separately, lenders consented effective April 8, 2026 to extend the maturity of its Core Revolving Credit Agreement to April 8, 2031. The filing describes these as routine debt facility extensions and does not disclose any change to borrowing amounts or pricing in the excerpt provided.
Sustainability Revolving Credit Agreement amended April 7, 2026; maturity extended to April 7, 2029, with up to two additional one-year extensions available on certain conditions
Core Revolving Credit Agreement maturity extended to April 8, 2031 with lender consent, effective April 8, 2026
Borrowers under the Core agreement include Dominion Energy, Virginia Electric and Power Company and Dominion Energy South Carolina, Inc.
Virco reported fiscal 2026 net income of $2.6 million on revenue of $199.7 million, compared with $21.6 million and $266.2 million in fiscal 2025. Fourth-quarter revenue fell 8.1% to $26.2 million and the operating loss widened to $9.9 million, and the company said shipments plus backlog were about 3% lower than a year earlier. The company also said incoming order rates were up by low double digits, and it does not present these metrics as guidance.
Full-year net income was $2.6 million, or $0.16 per diluted share, versus $21.6 million, or $1.32 per diluted share, in fiscal 2025.
Fourth-quarter revenue was $26.2 million, down 8.1% from $28.5 million, and the operating loss was $9.9 million versus $8.1 million a year earlier.
Shareholder distributions totaled $5.6 million, including $1.6 million in dividends and $4.0 million in share repurchases; cash ended the year at $14.4 million.
As of April 8, 2026, shipments plus backlog were about 3% lower than last year, while incoming order rates were running ahead of the prior year by low double digits.
Mosaic said it will begin idling and demobilizing its Araxá Mining and Chemical Complex and related mining at the Patrocínio Complex in Brazil, and plans to pursue a sale of Araxá assets. The company expects a pre-tax book impact of $350 to $400 million in the first quarter of 2026, which would weigh on reported results, though it said the impact on adjusted EBITDA is expected to be limited amid elevated sulfur prices.
Pre-tax book impact of $350 to $400 million expected in Q1 2026, with $275 to $300 million for asset impairment and write-offs
Idling expected to reduce annual phosphate production at Mosaic Fertilizantes by about 1 million tonnes
After a potential transaction, annual capital expenditure is expected to fall by $20 to $30 million and operating expenses by $70 to $80 million
Charges are subject to final accounting determinations
Navient said its board chair, Edward Bramson, will become President and Chief Executive Officer on June 5, 2026, and remain chair, while David Yowan leaves the CEO role and stays on the board. Director Jane Thompson will retire at the 2026 annual meeting, and the board will shrink to six members. The filing also discloses a related-party services arrangement with Beatrice Associates, whose chairman is a partner in the Sherborne Group.
Edward Bramson, 75, to serve as President and CEO and Board Chair, effective June 5, 2026; he will receive no salary for his 2026 CEO service at his request
David Yowan leaves the President and CEO role effective June 5, 2026, remains a director, and will receive an accelerated 2026 MIP bonus at 100% of target, payable June 5, 2026
Jane Thompson will retire from the board at the 2026 Annual Meeting, expected June 4, 2026; board size reduced to six members
Beatrice Associates, chaired by Sherborne Group partner Stephen Welker, received approximately $868,328 in compensation for services in 2025
AXIL Brands reported fiscal third-quarter results for the three months ended February 28, 2026, with net sales up 5.4% to $7.3 million while net income fell to $0.2 million from $0.6 million. Management attributed the profit decline to higher sales and marketing spending and increased tariffs and customs duties, and it reiterated fourth-quarter and full-year revenue ranges.
Net sales rose 5.4% to $7,294,030 from $6,922,367; gross margin fell to 69.1% from 71.7%.
Net income was $203,046, or $0.02 per diluted share, versus $576,662, or $0.07 per diluted share, a year earlier.
Adjusted EBITDA fell 47.1% to $470,794 from $890,546, with sales and marketing costs up approximately $400,000.
Outlook: fourth-quarter fiscal 2026 revenue of $8 million to $10 million; full fiscal 2026 revenue of $30.2 million to $32.2 million.
FactSet said Joshua Warren will become chief financial officer effective April 13, 2026, succeeding Helen Shan, who is transitioning out of the role on the same date. Warren's employment agreement sets a $500,000 base salary and a $1.5 million new-hire award, and the filing states Shan's departure is not the result of any disagreement with the company over accounting practices, financial statements or financial condition. The change is a senior finance leadership transition, and the filing does not report financial results.
Joshua Warren, age 46, appointed CFO effective April 13, 2026; previously CFO of Envestnet, Inc. from 2023 to 2025
Helen Shan transitions out as CFO effective April 13, 2026; her severance eligibility is subject to a separation agreement expected to be filed with the 10-Q for the quarter ending May 31, 2026
Warren's pay: $500,000 base salary, 110% target cash bonus, $2,250,000 target annual equity award beginning fiscal 2027, and a $1,500,000 new-hire award
Filing states Shan's departure is not the result of any disagreement regarding accounting practices, financial statements or financial condition
Regeneron said its first-quarter 2026 GAAP and non-GAAP results will include an acquired in-process research and development charge of about $102 million pre-tax. The charge mainly reflects premiums on equity securities purchased and milestone and up-front payments under collaboration and licensing agreements, and is expected to reduce net income per diluted share by about $0.81. The figures are preliminary and unaudited, and the final results may differ.
Expected acquired IPR&D charge: about $102 million pre-tax for the quarter ended March 31, 2026
Expected impact: about $0.81 reduction in GAAP and non-GAAP net income per diluted share
Charge relates to equity securities premiums and collaboration and licensing payments; Regeneron does not forecast such charges
RPM reported fiscal 2026 third-quarter sales of $1.61 billion, up 8.9%, with acquisitions, favorable currency translation and volume growth as drivers. Reported net income attributable to stockholders was $51.4 million, down 1.3%, and diluted EPS was flat at $0.40, while adjusted diluted EPS rose 62.9% to $0.57 after excluding $22.1 million in pre-tax charges tied to SG&A-focused optimization actions. The company reaffirmed its fourth-quarter outlook for mid-single-digit sales growth and low- to high-single-digit adjusted EBIT growth.
Net sales were $1.61 billion, up 8.9%, including 3.0% organic growth, 3.5% from acquisitions and 2.4% from currency translation.
Net income attributable to RPM stockholders was $51.4 million versus $52.0 million a year earlier; diluted EPS was $0.40 in both periods.
Adjusted diluted EPS was $0.57 versus $0.35, and adjusted EBIT was $116.4 million, up 48.8%.
Total debt was $2.56 billion compared with $2.10 billion a year ago, driven by debt used to finance acquisitions; the Kalzip acquisition closed March 31, 2026.
Delta reported March quarter 2026 GAAP operating revenue of $15.9 billion, up 13 percent, but a GAAP net loss of $289 million, or $0.44 per share, driven by a $550 million loss on investments. Adjusted earnings were $0.64 per share versus $0.45 a year earlier. For the June quarter, Delta guided to adjusted earnings of $1.00 to $1.50 per share and expects pre-tax profit of around $1 billion, despite a more than $2 billion increase in fuel expense at the forward curve.
March quarter GAAP operating revenue of $15.9 billion, up from $14.0 billion; adjusted operating revenue of $14.2 billion, up 9.4 percent
GAAP pre-tax loss of $214 million versus pre-tax income of $320 million a year earlier; GAAP net loss of $289 million
Adjusted diluted earnings per share of $0.64 versus $0.45, with an adjusted operating margin of 4.6 percent
June quarter guidance: total revenue up low-teens, adjusted EPS of $1.00 to $1.50, operating margin of 6 to 8 percent, and an all-in fuel price of about $4.30 per gallon
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.