1,106 material Form 8-K filings that 909 companies we cover made with the SEC in June 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).
Casey's reported fourth-quarter diluted EPS of $4.37, up from $2.63 a year earlier, with net income of $162.7 million, driven by higher inside and fuel gross profit. For fiscal 2026, diluted EPS was $19.16 and EBITDA was nearly $1.5 billion, and the company guided fiscal 2027 EBITDA growth of 8% to 10%. The board also expanded the share repurchase authorization to $1 billion from $400 million, which bears directly on shareholder returns.
Q4 fiscal 2026 diluted EPS $4.37, up 66.2%; net income $162.7 million, up 65.5%
Fiscal 2026 diluted EPS $19.16, up 30.9%; net income $714.4 million, up 30.7%
Share repurchase authorization expanded to $1 billion from $400 million, effective June 4, 2026
Quarterly dividend raised 14% to $0.65 per share, payable August 14, 2026
Lakeland Industries reported fiscal first quarter 2027 results for the period ended April 30, 2026. Net sales rose 1.4% to $47.4 million and net income was $0.4 million, compared with a net loss of $3.9 million a year earlier, but the profit swing reflects a $6.5 million gain on the sale of HPFR and HiViz product lines, while gross profit fell 4.9%.
Net sales were $47.4 million, up $0.7 million or 1.4% from $46.7 million in Q1 FY26.
Gross profit was $14.9 million, down $0.8 million or 4.9% from $15.6 million.
Net income was $0.4 million versus a net loss of $3.9 million, and the reconciliation includes a $6.5 million gain on sale of certain assets recorded in March 2026.
Adjusted EBITDA excluding FX was $1.1 million, compared with $0.6 million; borrowings under the revolving credit facility were $23.8 million as of April 30, 2026.
Cracker Barrel reported fiscal third-quarter 2026 revenue of $797.4 million, down 2.9% from a year earlier, and GAAP diluted earnings of $1.90 per share, which include a $47.4 million litigation settlement benefit. Excluding non-GAAP adjustments, adjusted diluted earnings were $0.29 per share versus $0.58 a year earlier, and adjusted EBITDA was $40.3 million versus $48.1 million. The company raised its fiscal 2026 revenue and adjusted EBITDA outlook, which is the main positive for shareholders.
Q3 total revenue $797.4 million, down 2.9%; comparable store restaurant sales down 2.6%
GAAP diluted EPS $1.90 vs $0.56; adjusted diluted EPS $0.29 vs $0.58
Fiscal 2026 adjusted EBITDA outlook raised to $120 million to $125 million from $85 million to $100 million
Fiscal 2026 revenue outlook raised to $3.27 billion to $3.30 billion from $3.24 billion to $3.27 billion
Perma-Pipe reported first-quarter fiscal 2026 results for the quarter ended April 30, 2026. Net sales rose 7.5% to $50.3 million, but gross profit fell to $14.6 million from $16.7 million, and net income attributable to common stock fell to $1.8 million from $5.0 million, which management attributed partly to Middle East project delays and start-up costs. Management still expects revenue and net income growth for fiscal 2026 compared with fiscal 2025.
Net sales were $50.3 million, up from $46.7 million a year earlier, driven by higher volumes in North America and MENA.
Net income attributable to common stock was $1.8 million, versus $5.0 million; diluted EPS was $0.22, versus $0.61.
Backlog reached $136.5 million at April 30, 2026, up about 12% from $121.6 million at January 31, 2026.
Management said no projects have been cancelled and still expects revenue and net income growth for fiscal 2026.
SailPoint reported fiscal first quarter 2027 results for the period ended April 30, 2026, with total revenue up 22% year-over-year to $280 million and total ARR up 26% to $1,163 million. GAAP net loss narrowed to $74.7 million, or $(0.13) per share, from $187.3 million, or $(0.42) per share, a year earlier. For shareholders, the company also guided fiscal 2027 total revenue to $1,265 million to $1,275 million and adjusted EPS to $0.30 to $0.34.
Total revenue was $280 million, up 22% year-over-year; subscription revenue was $266 million, up 23%.
GAAP operating loss was $(80) million, compared with $(185) million in the prior-year quarter.
Operating cash flow was $38 million and free cash flow was $33 million.
Fiscal 2027 guidance: total revenue of $1,265 million to $1,275 million and adjusted EPS of $0.30 to $0.34.
Titan Machinery reported fiscal first-quarter 2027 results for the three months ended April 30, 2026. Revenue fell to $522.4 million from $594.3 million, while the net loss narrowed to $12.6 million, or $0.55 per diluted share, from $13.2 million, or $0.58 per share. The company reaffirmed its fiscal 2027 modeling assumptions, which include an adjusted diluted loss per share of ($1.25) to ($1.75), so shareholders see a smaller loss against weaker sales and continued expected losses for the year.
Revenue was $522.4 million versus $594.3 million a year earlier; Europe revenue fell 35.6% and Agriculture revenue fell 10.4%.
Net loss was $12.6 million, or $0.55 per diluted share, compared with a net loss of $13.2 million, or $0.58 per share.
Gross profit margin rose to 17.1% from 15.3%, while adjusted EBITDA was $1.0 million versus $2.6 million.
Fiscal 2027 guidance was reaffirmed, with adjusted diluted loss per share expected at ($1.25) to ($1.75); net cash used for operating activities was $23.1 million.
J.M. Smucker reported fourth-quarter fiscal 2026 net sales of $2.3 billion, up 6%, and adjusted earnings per share of $2.77, up 20%. For the full fiscal year, adjusted EPS fell 10% to $9.15 and the company posted a net loss of $1.30 per diluted share, while it guided fiscal 2027 net sales down 3.0% to 4.0% and adjusted EPS of $9.75 to $10.25.
Q4 net sales $2.3 billion (about $2,268.1 million), up 6%; adjusted EPS $2.77 vs. $2.31 a year earlier.
Q4 GAAP net income $3.64 per diluted share, compared with a net loss of $6.85 in the prior-year quarter, which included $867.3 million of goodwill impairment charges.
Fiscal 2026 net sales $9.1 billion, up 4%; net loss of $1.30 per diluted share; adjusted EPS $9.15, down 10%.
Fiscal 2027 outlook: net sales down 3.0% to 4.0%, adjusted EPS $9.75 to $10.25, free cash flow about $1.0 billion.
UNFI reported third-quarter fiscal 2026 results for the 13 weeks ended May 2, 2026. Net sales fell 4.2% to $7.7 billion, which the company said included about 450 basis points of impact from optimization actions, while net income rose to $33 million from a $7 million loss a year earlier. The company reiterated its full-year fiscal 2026 outlook midpoints and narrowed the ranges, and reported net leverage of 2.5x.
Net sales decreased 4.2% to $7.7 billion, including about 450 basis points of impact from optimization actions
Net income of $33 million, or $0.52 per diluted share, versus a net loss of $7 million, or $0.12 per share, a year earlier
Adjusted EBITDA rose 16.6% to $183 million; free cash flow was $54 million versus $119 million
Fiscal 2026 outlook midpoints reiterated for net sales, net income, EPS, Adjusted EBITDA and Adjusted EPS, with ranges narrowed
Designer Brands reported first quarter 2026 results for the quarter ended May 2, 2026, with net sales up 1.4% to $696.4 million and net income attributable to the company of $1.2 million, or $0.02 diluted EPS, compared with a loss of $17.8 million, or $0.37 per share, a year earlier. The company reaffirmed full-year 2026 diluted EPS guidance of $0.28 to $0.38 and said it expects EPS toward the high end of that range, while comparable sales fell 1.1%.
Net sales rose 1.4% to $696.4 million, but total comparable sales decreased 1.1%.
Gross margin expanded to 45.3% from 42.9%, and adjusted diluted EPS was $0.07 versus a loss of $0.27 a year earlier.
Full-year 2026 guidance was reaffirmed: net sales change of down 1% to up 1%, and diluted EPS of $0.28 to $0.38.
Cash and equivalents were $50.1 million and total debt was $475.3 million at the end of the quarter, down from $522.9 million a year earlier.
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.