Operational shutdowns in 8-K filings: how long they last and what companies say about cost

What these four filings cover

This guide reads four filings: a Clorox Form 8-K, a Key Tronic Form 8-K/A (Amendment No. 2), a Bassett Furniture Form 8-K/A (Amendment No. 1) and a Boston Scientific Form 8-K under Item 1.05. The question is how long an operational disruption lasts and how each company puts the cost into words. The filings do not follow one format, so the comparisons below are made company by company and stay inside what each filing says. Where a filing is silent on a point, this guide says so instead of filling the gap.

How long the disruptions lasted

Clorox gives the longest and least finished timeline. Its filing says the company announced on Aug. 14, 2023 that it had identified unauthorized activity on its IT systems and took immediate steps to stop and remediate it, including taking certain systems offline. The filing says the company expected to begin transitioning back to normal automated order processing the week of Sept. 25, which is six weeks after the announcement. On production, Clorox says it had already resumed production at the vast majority of its manufacturing sites and expected the ramp up to full production to occur over time. The filing also says the company could not estimate how long it would take to resume fully normalized operations.

Key Tronic is the only filing that states the length of the stoppage in weeks. It says that, as a precautionary measure, it halted domestic and Mexico operations for approximately two weeks during remediation efforts. The filing adds that after production was restarted, those locations returned to near capacity approximately another two weeks later, so by the filing's own figures the path from halt to near capacity ran about four weeks. Full restoration took longer: the filing says operations and corporate functions were restored in mid-June.

Bassett's filing gives no count of days or weeks. It says the company detected unauthorized occurrences on a portion of its IT systems on July 10, 2024. It describes the disruption as interrupted manufacturing at its domestic plants, delayed order fulfillment for its retail network and a delay of some wholesale shipments. It then says it resumed retail order fulfillment and caught up on the wholesale orders that had been delayed.

Boston Scientific's filing, dated September 8, 2026, describes recovery as under way and not complete. It says its sterilization facilities were operational and manufacturing had resumed across most facilities globally. On the end point, the company says the timeline for a full operational recovery is uncertain.

Lost sales and added expense

Only Key Tronic puts dollar figures on the loss. Its Amendment No. 2, dated August 6, 2024, says the company incurred approximately $2.3 million of additional expenses and was unable to fulfill approximately $15 million of revenue during the fourth quarter. The filing treats that revenue as deferred, not necessarily gone, stating that most of the orders are expected to be fulfilled in fiscal year 2025.

Clorox describes its cost in terms of materiality and not in dollars. Its filing says that, because of order processing delays and elevated product outages, the company believed the impact would be material on Q1 financial results. The Clorox filing as supplied contains no figure for lost sales or added expense.

Bassett reaches the opposite conclusion. It says that, as of the date of its amendment, it believes the impacts are not, and are not reasonably likely to be, material to its financial condition and results of operations for the fiscal year. Bassett also gives no dollar amount.

Guidance and outlook

Two filings address forward-looking numbers directly. Clorox says it was premature to determine the longer-term impact, including fiscal year outlook, given the ongoing recovery. In other words, Clorox did not give a revised outlook in this filing and said the recovery had not progressed far enough to do so.

Boston Scientific is more specific. It says it believes it is unlikely to meet the net sales growth and adjusted EPS guidance ranges for the third quarter and full year 2026 that it previously provided on July 29, 2026. The filing does not replace those ranges with new numbers. Key Tronic's and Bassett's filings, as supplied, do not mention guidance.

Insurance recovery

Insurance appears in only one of the four filings. Bassett says it will be seeking reimbursement of costs, expenses and losses from the cyber incident by submitting claims to its cybersecurity insurers. The company then states that the timing and amount of any such reimbursements is not known.

That is a statement of intent to claim, not a recovery. The Clorox, Key Tronic and Boston Scientific filings as supplied contain no statement about insurance, so these documents do not show whether those companies expected any reimbursement.

What the filings leave open

Taken together, the four filings show three ways companies describe an operational shutdown. One gives a stoppage length and dollar figures (Key Tronic). One gives a materiality judgment and declines to give an outlook (Clorox). One says guidance is unlikely to be met without giving revised numbers (Boston Scientific). Bassett gives a materiality conclusion and an insurance claim with no amount. For a reader logging incidents, the useful fields are the date the company says the incident began, the date it says production or order processing resumed, any stated dollar impact, any statement on guidance and any statement on insurance. In these four filings, several of those fields are blank, and in two of them the filing says the end date or full impact is not yet known.