AI filing briefs · archive

8-K filings in January 2026, explained

924 material Form 8-K filings that 737 companies we cover made with the SEC in January 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).

2 of 924 briefs match

newest first · times in ET

AIRAAR CORP Jan 6, 4:27 PM ET

AAR sales rise 16% to $795 million; full-year organic growth outlook raised

Positive earnings Written later 2.02

AAR reported fiscal second-quarter 2026 sales of $795.3 million, up 16% from a year earlier, and GAAP net income of $34.6 million, or $0.90 per diluted share, compared with a net loss of $30.6 million a year earlier. The company raised its full-year fiscal 2026 organic sales growth expectation to approaching 11% from approaching 10%, and guided to total sales growth approaching 17%, reflecting recent acquisitions.

Q2 sales $795.3 million vs. $686.1 million; adjusted diluted EPS $1.18 vs. $0.90
GAAP diluted EPS $0.90 vs. a loss of $(0.87) a year earlier, which included $59.2 million of FCPA-related SG&A
Full-year FY2026 organic sales growth now approaching 11%, up from approaching 10%; total sales growth approaching 17%
Third-quarter guidance: total sales growth 20% to 22% and adjusted operating margin 9.8% to 10.1%

Read the filing on SEC.gov ↗

PENGPenguin Solutions, Inc. Jan 6, 4:10 PM ET

Penguin Solutions Q1 sales rise 1% to $343 million; GAAP EPS falls to $0.04

Mixed earnings Written later 2.02

Penguin Solutions reported first-quarter fiscal 2026 net sales of $343 million, up 1% from a year earlier, while GAAP diluted EPS fell to $0.04 from $0.10 and non-GAAP diluted EPS was flat at $0.49. The company also agreed to sell its remaining 19% interest in Zilia Technologies for $46.08 million, and it left its non-GAAP fiscal 2026 EPS outlook at $2.00 while lowering the GAAP EPS midpoint to $0.85 from $0.89.

Net sales were $343 million, up 1% from $341 million a year earlier; GAAP gross margin was 28.0%, down 70 basis points
GAAP diluted EPS was $0.04 versus $0.10 a year earlier; non-GAAP diluted EPS was $0.49, the same as a year earlier
Fiscal 2026 non-GAAP diluted EPS outlook held at $2.00 +/- $0.25; GAAP diluted EPS outlook lowered to $0.85 +/- $0.25 from $0.89
Agreement to sell remaining 19% interest in Zilia Technologies for $46.08 million, with closing expected on or about March 30, 2026 and no later than April 28, 2026

Read the filing on SEC.gov ↗

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.