Every material Form 8-K Block filed with the SEC in 2026, 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). Newest first; each brief links to its own page and to the filing on SEC.gov.
Block, Inc. reported its third-quarter financial results for the period ended September 30, 2026, exceeding its previous guidance across key metrics. The company also provided a preliminary outlook for 2027, projecting continued growth in gross profit and adjusted operating income.
Gross profit grew 22% year over year to $3.24 billion for the third quarter of 2026.
Adjusted Operating Income increased 92% year over year to $923 million.
Cash App monthly transacting actives reached 60 million in September 2026.
For full-year 2027, Block expects gross profit to grow at least 15% year over year.
Block reported second-quarter 2026 results, with gross profit of $3.17 billion, up 25% year over year, and Adjusted Diluted EPS of $1.02, up 65%. The company raised its full-year 2026 guidance to $12.51 billion in gross profit and $4.02 in Adjusted Diluted EPS, but GAAP net income fell to $89 million from $538 million a year earlier.
Q2 2026 gross profit was $3.17 billion, up 25% year over year; Cash App gross profit rose 31% and Square gross profit rose 13%.
GAAP net income was $89 million versus $538 million in Q2 2025, and GAAP diluted EPS was $0.15 versus $0.87.
Adjusted Operating Income was $864 million, and Adjusted Diluted EPS was $1.02, up 65% year over year.
Full-year 2026 guidance was raised to $12.51 billion in gross profit, $3.47 billion in Adjusted Operating Income and $4.02 in Adjusted Diluted EPS.
Block, Inc. disclosed that Arnaud Weber, its Engineering Lead, left the company on June 5, 2026. The engineering organization will now report directly to CEO-level leader Jack Dorsey, identified as Block Head. The filing gives no financial figures, and it does not describe the reasons for the departure.
Arnaud Weber, Engineering Lead, departed the company on June 5, 2026
Engineering organization will report directly to Jack Dorsey, Block Head
Filing includes no financial figures and no reason for the departure
Block reported first-quarter 2026 gross profit of $2.91 billion, up 27% year over year, and Adjusted Diluted EPS of $0.85, up 52%, both above its guidance. It raised full-year 2026 guidance to $12.33 billion in gross profit and $3.85 in Adjusted Diluted EPS, but GAAP results included a $172 million operating loss and a $309 million net loss attributable to common stockholders, driven by $852 million in restructuring and other charges.
Q1 2026 gross profit was $2.91 billion, up 27% year over year; Cash App gross profit rose 38% and Square gross profit rose 9%.
GAAP diluted net loss per share was $0.52; Adjusted Diluted EPS was $0.85, a record.
Full-year 2026 guidance now calls for $12.33 billion in gross profit, $3.34 billion in Adjusted Operating Income and Adjusted Diluted EPS of $3.85.
Q1 charges included $852 million in restructuring and other charges tied to the February organizational change and accrued legal contingencies.
Block, Inc. named Andrea Acosta, formerly Chief Accounting Officer of Pinterest, as its principal accounting officer, effective May 26, 2026, succeeding interim principal accounting officer Amrita Ahuja, who remains Chief Financial Officer and Chief Operating Officer. The role is a senior finance position, and the filing describes pay of a $550,000 base salary and an $8.0 million restricted stock unit grant, which is routine for an executive appointment.
Andrea Acosta appointed Chief Accounting Officer by the Board on April 30, 2026, effective May 26, 2026
Acosta previously was Chief Accounting Officer of Pinterest, Inc. from February 2022
Compensation includes a $550,000 annual base salary, a $250,000 sign-on cash bonus, and an $8.0 million restricted stock unit award vesting over four years
Block said it will reduce its workforce by more than 40%, with estimated charges of $450 million to $500 million, mostly in the first quarter of 2026 and substantially complete by the end of the second quarter. The same day, it reported fourth-quarter 2025 gross profit up 24% to $2.87 billion and raised its 2026 gross profit guidance, but GAAP diluted EPS was $0.19 after a $234 million bitcoin remeasurement loss.
Workforce to fall by more than 40%; the letter says Block will go from over 10,000 people to just under 6,000, with over 4,000 people asked to leave or entering consultation.
Estimated restructuring charges of $450 million to $500 million, mainly cash costs for notice periods, severance and benefits, plus non-cash share-based award expenses.
Q4 2025 gross profit rose 24% year over year to $2.87 billion; GAAP diluted EPS was $0.19 versus $3.05 a year earlier, and Adjusted Diluted EPS was $0.65.
2026 guidance raised to $12.20 billion gross profit (18% growth) and $3.20 billion Adjusted Operating Income.
Block's Chief Accounting Officer and Principal Accounting Officer, Ajmere Dale, resigned to pursue another opportunity, effective February 26, 2026. CFO and COO Amrita Ahuja will serve as interim principal accounting officer while the company searches for a permanent replacement. The filing does not describe any change to financial results or guidance, but the principal accounting officer role is a key finance function, so shareholders may watch for the permanent appointment.
Ajmere Dale resigns as Chief Accounting Officer, effective February 26, 2026, to pursue another opportunity
Dale worked at Block for nearly ten years
Amrita Ahuja, Chief Financial Officer & Chief Operating Officer, becomes Interim Principal Accounting Officer upon Dale's departure
A search for a permanent replacement is underway; Ahuja's details are incorporated by reference from the April 25, 2025 proxy statement
Block entered into an amended and restated unsecured revolving credit agreement with Goldman Sachs Bank USA as administrative agent, increasing the facility from up to $775.0 million to up to $900.0 million and extending maturity to January 14, 2031. The filing states no borrowings or letters of credit were outstanding as of January 14, 2026, so the change adds available borrowing capacity rather than existing debt.
Facility size increased from up to $775.0 million to up to $900.0 million
Maturity extended to January 14, 2031, subject to a liquidity-based earlier maturity tied to certain convertible and senior notes
Loans priced at Term SOFR plus 1.25% to 1.75%, or base rate plus 0.25% to 0.75%, depending on total net leverage ratio
No borrowings or letters of credit outstanding as of January 14, 2026
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Block filing is on SEC EDGAR ↗. 8-K briefs of other companies →