Each material 8-K filed by a company listed on a US stock exchange (NYSE, Nasdaq, Cboe), read and summarized: what happened, the key numbers, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). This page lists the last 45 days; every brief stays on its company's 8-K page (4788 companies, A–Z).
RPM presented its MAP 2030 operating improvement program at an Investor Day in Cherry Hill, New Jersey, on November 9, 2026. The company set fiscal 2030 targets of $10 billion in revenue, $2 billion in adjusted EBITDA, a 20% adjusted EBITDA margin and a $30 billion market capitalization, up from fiscal 2026 net sales of $7,863 million and adjusted EBITDA of $1,228 million (15.6% margin).
Fiscal 2026 net sales were $7,863 million, with adjusted EBITDA of $1,228 million, a 15.6% margin.
Fiscal 2030 targets include $10 billion in revenue and $2 billion in adjusted EBITDA, a 20% margin.
The presentation is attached as Exhibit 99.1, and the Investor Day event will be recorded with a replay on the company website.
The company did not provide a reconciliation of its fiscal 2030 adjusted EBITDA target to GAAP, citing terms outside its control.
NorthWestern Energy filed a presentation for the EEI Financial Conference in Scottsdale, Arizona, November 8-10, 2026, in which executives will affirm the company's 2026 non-GAAP earnings guidance of $3.68 to $3.83 per diluted share. The filing reports no new financial results and no change to guidance, and the guidance excludes costs related to the pending merger with Black Hills Corp.
2026 non-GAAP EPS guidance of $3.68 to $3.83 per diluted share is affirmed, not changed
Presentation dated November 8, 2026, furnished as Exhibit 99.1 and not deemed filed under Section 18 of the Exchange Act
Presenters are CEO Brian Bird, CFO Crystal Lail, and Travis Meyer, director of corporate development and investor relations
The presentation cites a $3.21 billion five-year capital plan and a Montana final order on the Black Hills merger expected by November 12, 2026
Molina Healthcare said senior management will reaffirm its 2026 full-year GAAP diluted EPS guidance of at least $2.38 and adjusted diluted EPS guidance of at least $5.25 at UBS's Global Healthcare Conference on November 9, 2026. The filing reaffirms existing guidance rather than changing it, so shareholders get no new numbers, but it confirms the company's outlook as of early November.
Reaffirmed 2026 full-year GAAP diluted EPS guidance of at least $2.38
Reaffirmed 2026 full-year adjusted diluted EPS guidance of at least $5.25
Remarks at UBS conference on November 9, 2026 available by webcast at 10:15 a.m. Eastern Time, with a 30-day replay
First Watch posted an investor presentation with annual growth targets through 2028, including total revenue growth of 10% to 13% and adjusted EBITDA growth of 15% or more. The company said rising interest rate risk and near-term cash benefits outweigh committing to specific unit growth rates in out years, and it expects positive free cash flow beginning in 2027.
Targets through 2028: same restaurant sales growth of 2% to 4%, total revenue growth of 10% to 13%, and adjusted EBITDA growth of 15% or more
Positive free cash flow expected beginning in 2027 and increasing each year after
On track to open approximately 55 systemwide restaurants in 2027
No longer committing to specific unit count growth rates in out years
CarMax held a virtual Strategic Update on November 3, 2026, presenting a multi-year plan called Shift into GEAR and a financial framework through fiscal 2030. The company targets mid-single-digit used retail unit growth and mid-teens adjusted EPS growth, using fiscal 2026 adjusted EPS of $2.91 as the base, while maintaining a strong balance sheet and returning excess capital to shareholders. The filing contains targets rather than reported results, and it notes that Tier 2 lending expansion will pressure near-term auto finance income.
Targets mid-single-digit used retail unit CAGR and mid-teens adjusted EPS CAGR through fiscal 2030, using fiscal 2026 as the base
FY26 adjusted EPS of $2.91 is the base for the EPS CAGR target
Company expects $200 million run-rate savings exiting fiscal 2027 and plans CapEx of about $500 million per year starting in fiscal 2028
Tier 2 expansion is expected to pressure CarMax Auto Finance income in the near term due to upfront loss provisioning
CorMedix said unaudited cash and cash equivalents were about $355 million as of September 30, 2026, and reaffirmed its full-year 2026 total revenue guidance. The company also said CMS's final rule sets a $8.32 per session DefenCath Add-on for the first quarter of 2027, and it expects the 2027 average Add-on rate to exceed twice the current $2.37 rate.
Unaudited cash and cash equivalents of about $355 million as of September 30, 2026
2026 total revenue guidance of $325 million to $345 million reaffirmed, unchanged from August 2026
CMS set a DefenCath post-TDAPA Add-on of $8.32 per dialysis session for Q1 2027, versus $2.37 in effect for Q3 and Q4 2026
Company expects the Add-on to decline in Q2 2027 versus Q1, then rise in Q3 and/or Q4 2027; conference call set for November 12, 2026
At its October 28, 2026 Investor Day, Oracle set long-term FY30 targets of $225 billion or more in total revenue, a non-GAAP operating margin of 40% or more, and non-GAAP EPS of $21 or more, and reaffirmed its fiscal 2027 outlook. Oracle also committed to limiting additional capital markets funding for its FY27-FY30 investment cycle to $20 billion, which matters to shareholders because it sets expectations for future equity dilution and debt.
FY30 targets: total revenue of $225 billion or more, non-GAAP operating margin of 40%+, and non-GAAP EPS of $21+
Positive free cash flow expected during the second half of FY28; free cash flow target of $30 billion+ for FY29
Additional capital raises through FY30 limited to $20 billion: $10 billion equity and $10 billion gross debt, excluding refinancing and following a $20 billion at-the-market equity raise in Q1 fiscal 2027
Fiscal 2027 outlook reaffirmed: total revenue of at least $90 billion and non-GAAP EPS of $8.10
Kroger outlined a multi-year plan called Build America's Favorite Grocer and set new long-term financial targets through 2029, including 3%-6% adjusted EBITDA growth and 7%-11% adjusted net EPS growth for FY2027 through FY2029, excluding the pending Giant Eagle acquisition. The company reaffirmed its full-year 2026 guidance from its second quarter earnings, and replaced its prior 8%-11% total shareholder return target with the EPS-only target.
Targets approximately 3% comparable sales growth in 2029, excluding fuel and pharmacy
Targets 3%-6% adjusted EBITDA CAGR and 7%-11% adjusted net EPS CAGR for FY2027 through FY2029
Reaffirms 2026 full-year guidance provided at second quarter earnings
New EPS target replaces prior 8%-11% total shareholder return target, which included dividend yield
On October 8, 2026, Velo3D CEO Arun Jeldi posted on his personal X account that the company has no change to revenue guidance and no customer impact from recent changes. The post also said the company is progressing well toward year end, but the filing does not provide new financial results or quantify the recent changes.
CEO Arun Jeldi's X post, dated October 8, 2026, states there is no change in revenue guidance.
The post states there is no customer impact from recent changes, without describing those changes.
The filing furnishes the post as Exhibit 99.1 under Item 7.01 and does not include new financial figures.
At its 2026 Investor Day on October 8, 2026, Mission Produce presented five-year financial targets and an ambition to double sales and triple Adjusted EBITDA by 2035. The company also reaffirmed its second-half and fourth-quarter fiscal 2026 outlook and disclosed fiscal fourth-quarter-to-date share repurchases under its $100 million authorization.
Five-year targets include mid-single-digit organic sales growth and approximately 300 basis points of margin expansion, with a 2035 ambition to double sales and triple Adjusted EBITDA.
Reaffirmed second-half fiscal 2026 Adjusted EBITDA of $84 million to $88 million, including fourth-quarter Adjusted EBITDA of $52 million to $55 million.
Fiscal fourth-quarter-to-date repurchases of 290,994 shares at an average price of $12.94, under the $100 million program authorized June 8, 2026.
Calavo integration has increased the annualized synergy target to more than $30 million from at least $25 million.
Zscaler held its 2026 Investor Day on October 6, 2026, where executives discussed strategy, platform innovation, go-to-market priorities, and long-term growth drivers. The company also reaffirmed its first quarter and full fiscal 2027 guidance, which was first given on September 3, 2026, so shareholders have no new revised outlook to weigh.
First quarter fiscal 2027 revenue guidance remains $935 million to $939 million, about 19% year-over-year growth.
Full fiscal 2027 revenue guidance remains $3.908 billion to $3.938 billion, growth of 16.6% to 17.5%.
Full fiscal 2027 non-GAAP net income per share guidance remains $4.86 to $4.90.
Investor Day presentation was held at 8:30 a.m. Eastern Time on October 6, 2026, with a replay on the Investor Relations website.
Health In Tech said full-year 2026 revenue is expected to be about $33 million, roughly in line with 2025 revenue, and attributed the outlook mainly to the timing of several strategic initiatives. The company also launched HitRix, an AI-powered platform for large-group self-funded health insurance submissions, and said it expects HitRix and related initiatives to contribute more meaningfully beginning in 2027.
2026 revenue outlook of approximately $33 million, roughly in line with 2025 revenue
Outlook reflects timing of HitRix commercialization, the Three-Year Rate Stabilization Program and additional carrier capacity
HitRix platform launched September 30, 2026, for large-group self-funded health insurance workflows
Distribution ecosystem included 933 partners as of June 30, 2026, up 19.9% year over year
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.
Frequently asked questions
Which filings get a brief?
Form 8-K filings by companies listed on a US stock exchange (NYSE, Nasdaq, Cboe; not over-the-counter stocks) that report a material event: results (Item 2.02), deals (1.01, 2.01), executive changes (5.02), restructuring (2.05), impairments (2.06), delisting notices (3.01), restatements (4.02), cybersecurity incidents (1.05), bankruptcy (1.03) and Regulation FD or other events (7.01, 8.01). Routine filings such as vote results or exhibits only are skipped.
How is the impact score set?
The AI rates each filing from 1 (routine) to 5 (major, such as a merger, bankruptcy or restatement) based only on what the filing says. It is a reading aid for sorting the day's filings, not a prediction of how the stock will move.
How quickly do briefs appear?
On weekdays the SEC filing feed is checked every 5 minutes from 6 am to 5:45 pm Eastern, when nearly all 8-Ks come in, and every hour after that until 10 pm. Briefs of the 1,000 largest companies follow within minutes; the others usually within the hour, or later the same day when many filings arrive at once.
Which companies are covered?
Every company with shares listed on the NYSE, Nasdaq or Cboe that files 8-Ks, about 4,500 of them. Foreign companies that report on Form 6-K instead are not included. The S&P 1500 only filter above narrows the list to the large, mid and small caps of the S&P Composite 1500.
Are older briefs kept?
Yes. This page shows the last 45 days, but every brief ever published stays online: each has its own page, and each company has an 8-K page listing all of its briefs, newest first, linked from its stock page and from the A-Z list of companies.