1,916 material Form 8-K filings that 1,609 companies we cover made with the SEC in July 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).
EquipmentShare raised its full-year 2026 guidance on July 9, 2026, citing customer demand and better-than-expected first-half performance. Its Board also approved a share repurchase program of up to $500 million of Class A common stock, expiring December 31, 2028, which gives shareholders a new capital return option. The company has not yet reported actual second-quarter results, which it will provide on its second quarter earnings call.
Total revenue guidance raised to $5.254 billion-$5.682 billion from $5.147 billion-$5.575 billion
Adjusted Core EBITDA guidance raised to $1.946 billion-$2.058 billion from $1.883 billion-$1.995 billion
Midpoint Rental Segment revenue growth outlook increased to 33% from 29%
$500 million repurchase program expires December 31, 2028; repurchases are at the company's discretion and may be suspended or terminated
RF Acquisition Corp III, a special purpose acquisition company, signed a Business Combination Agreement with HCC Healthcare Pte. Ltd., a Singapore private company whose operating subsidiaries are in Taiwan. If completed, RF Acquisition Corp III will merge into a subsidiary of HCC Healthcare, and HCC Healthcare expects its shares to be listed on Nasdaq or the NYSE. The deal requires approval by RF Acquisition Corp III shareholders and an effective Form F-4, with closing expected in the fourth quarter of 2026.
HCC Healthcare's pre-transaction equity value is set at $500,000,000 on a fully diluted basis, with each ordinary share valued at $10.00 after its recapitalization.
RF Acquisition Corp III will merge into Merger Sub, which will become a wholly owned subsidiary of HCC Healthcare.
Closing is expected in the fourth quarter of 2026, subject to shareholder approval, effectiveness of the Form F-4, and listing approval.
Either party may terminate if the closing has not occurred within 270 days after the agreement date, among other conditions.
Interactive Strength signed a stock purchase agreement on July 7, 2026 to acquire STEPR, Inc., a connected stair-climbing company, with consideration of cash and new Series F preferred stock whose value can be scaled down based on STEPR's future EBITDA and synergy results. In a press release filed with the 8-K, the company raised its 2026 pro forma revenue guidance to more than $50 million and expects closing in the fourth quarter of 2026.
Initial cash contribution of $1,500,000 to STEPR at closing, plus up to $1,200,000 to repay a shareholder loan and up to $2,500,000 in later working capital advances
Equity consideration at closing of $6,000,000 (Series F-1), $10,500,000 (Series F-2) and $2,500,000 (Series F-3), subject to performance-based scaling factors
Press release says STEPR is expected to generate more than $15 million in 2026 revenue and the company expects to reach Adjusted EBITDA profitability in Q4 2026
Closing expected in the fourth quarter of 2026, subject to closing conditions; indemnification deductible of $189,000 for general breaches
Reinsurance Group of America said Laura Cockrill took over as Executive Vice President and Chief Financial Officer effective June 22, 2026, after serving as Chief Strategy Officer. On July 2, 2026, the compensation committee raised her base salary to $650,000 and set her bonus target at 175% of base salary and long-term incentive target at 300% of base salary.
Laura Cockrill appointed CFO effective June 22, 2026; previously Chief Strategy Officer
Base salary increased to $650,000; Annual Bonus Plan target set at 175% of base salary
Long-term incentive target grant value set at 300% of base salary; any awards to be granted in 2027
$1,000,000 retention bonus paid in tranches: $200,000 in April 2027, $300,000 in April 2028, $500,000 in April 2029
Air Industries Group and Tenax Aerospace signed an Amended and Restated Merger Agreement on July 2, 2026, replacing the February 16, 2026 agreement. The revised deal fixes the share issuance and gives Tenax members about 96% of the combined company's common stock, leaving existing AIR stockholders with about 4%, which would be a major dilution for current shareholders if the merger closes.
Merger Consideration fixed at 126,900,000 AIR shares before the 1-for-5 reverse split (25,380,000 after), with the Debt Adjusted AIR Share Price set at $3.05 ($15.25 post-split).
Stockholders must approve raising authorized shares from 20 million to 200 million and the share issuance that would result in a change in control; the Closing must occur by September 30, 2026.
The tender offer in the original agreement for up to 1,000,000 shares has been eliminated.
Termination fees of $1,250,000 apply in specified circumstances, and AIR may reimburse Tenax up to $500,000 if stockholders do not approve the transaction.
FuboTV's board appointed Alisa Bowen, formerly president of Disney+, as chief executive officer effective July 10, 2026, succeeding co-founder David Gandler, whose employment ended July 9, 2026. Gandler also resigned from the board, and Bowen is expected to join the board after the July 28, 2026 annual meeting. The filing does not report financial results or guidance for the change.
Alisa Bowen, age 53, becomes CEO effective July 10, 2026; her employment agreement sets a $1,575,000 base salary and a 120% target bonus.
Bowen's agreement includes a $3,500,000 restricted stock unit award, a 2026 annual equity award with an aggregate grant-date value of $8,000,000, and a $1,100,000 one-time inducement bonus.
David Gandler's employment as CEO ended July 9, 2026; he is entitled to severance under his May 4, 2023 agreement, plus a prorated target bonus, subject to a release.
Bowen is expected to join the board after the Annual Meeting of Stockholders on July 28, 2026, subject to board approval.
FirstSun Capital Bancorp expects its second quarter 2026 results to be hurt by charge-offs on two commercial loans and higher provisions for credit losses. The larger charge-off stems from a loan to a materials distributor where the company believes the borrower made fraudulent misrepresentations, and the company is updating its full-year 2026 credit outlook as a result.
Expected Q2 2026 provision for credit losses of $40 million to $41 million and charge-offs of $42 million to $43 million.
Approximately $22.0 million charge-off on a $23.6 million asset-based loan to a materials distributor; a receiver has been appointed and law enforcement has been notified.
Approximately $12.9 million charge-off on a $16.0 million commercial and industrial loan to a technology company.
For full-year 2026, net charge-offs expected in the high 50s basis points of average loans; no other prior guidance updated; Q2 results due July 27, 2026.
Sempra's board appointed Justin C. Bird, currently an Executive Vice President and head of Sempra Infrastructure, as Executive Vice President and Chief Financial Officer, with the start date to be set around the closing of the planned partial sale of its Sempra Infrastructure Partners equity interest, expected in the third quarter of 2026. Karen L. Sedgwick, the current CFO, is becoming CEO and President of Southern California Gas Company. The filing says Bird's compensation is not expected to change.
Justin C. Bird, 55, named EVP and Chief Financial Officer by the board on July 6, 2026
Start date is to be determined, on or around the closing of the planned sale of part of Sempra's stake in Sempra Infrastructure Partners, expected in Q3 2026
Bird has been an Executive Vice President since January 2024 and CEO of Sempra Infrastructure and its predecessor LNG business since April 2020
Karen L. Sedgwick moves to CEO and President of Southern California Gas Company, effective concurrently with Bird's appointment
For the fiscal second quarter ended May 31, 2026, Nurix reported revenue of $9.0 million, down from $44.1 million a year earlier, and a net loss of $89.5 million ($0.81 per share), up from $43.5 million ($0.52 per share). The company also announced a global collaboration with Roche for bexobrutideg, with a $700 million upfront payment expected within 30 days after the agreement takes effect, subject to antitrust clearances.
Revenue was $9.0 million versus $44.1 million; the prior-year period included $30 million of license revenue from two Sanofi license extensions.
Net loss was $89.5 million, or $0.81 per share, compared with $43.5 million, or $0.52 per share, a year earlier.
Roche collaboration covers bexobrutideg with potential total payments of up to $2.3 billion, including the $700 million upfront payment; closing requires Hart-Scott-Rodino clearance and other antitrust clearances.
Cash, cash equivalents and marketable securities were $443.5 million at May 31, 2026, versus $592.9 million at November 30, 2025; the company expects the Roche upfront payment in its third fiscal quarter of 2026.
WD-40 reported fiscal third-quarter 2026 results for the period ended May 31, 2026, with net sales of $195.1 million, up 24%, and operating income of $40.3 million, up 47%. The company also updated fiscal 2026 guidance to include its Americas homecare and cleaning brands and approved a new share repurchase program of up to $100.0 million, effective September 1, 2026.
Net sales were $195.1 million, up 24%; on a non-GAAP constant currency basis, net sales rose 20% to $187.8 million.
Diluted EPS was $2.24 versus $1.54 a year earlier; excluding a $1.3 million one-time amortization charge, non-GAAP adjusted diluted EPS was $2.33.
On June 15, 2026, the board approved a share repurchase program of up to $100.0 million, effective September 1, 2026.
Fiscal 2026 non-GAAP diluted EPS is now expected between $6.05 and $6.35; gross margin is expected between 54.5% and 55.5%.
Philip Morris International named Massimo Andolina, currently President of its Europe Region, as Group Chief Financial Officer, replacing Emmanuel Babeau effective August 1, 2026. Babeau will stay with the company as Strategic Advisor to CEO Jacek Olczak through March 31, 2027, and his separation terms, including severance and full vesting of outstanding equity awards, were set in a separation agreement.
Massimo Andolina, current President, Europe Region, becomes Group CFO effective August 1, 2026, replacing Emmanuel Babeau.
Babeau remains employed as Strategic Advisor to Group CEO Jacek Olczak through the Separation Date of March 31, 2027.
Babeau's severance includes a lump sum equal to his base salary of CHF 1,260,012 (or $1,563,423), plus CHF 393,754 (or $488,570) in lieu of his 2027 pro-rated annual incentive.
Outstanding equity awards will fully vest, and Babeau agreed to a twenty-four month non-competition provision.
enCore Energy entered a Separation and General Release Agreement with Robert J. Willette, whom the company terminated as CEO effective April 20, 2026, without cause. The deal, effective July 8, 2026, replaces his contractual severance with a $1,800,000 cash payment and 300,000 stock options for consulting services. The filing says he forfeits his unvested options and restricted stock units, which limits the cost to shareholders.
Former CEO Robert J. Willette was terminated effective April 20, 2026, without cause and not over any disagreement with the company.
Separation Agreement effective July 8, 2026 provides a cash payment of $1,800,000, less tax withholdings and documented attorneys' fees.
Willette receives 300,000 nonqualified stock options for consulting, cooperation and advisory services, fully vested on grant with a five-year term.
Willette forfeits all unvested stock options other than the consulting options and unvested restricted stock units.
Stereotaxis completed its acquisition of 100% of Robocath, a French surgical robotics company, on July 7, 2026, for approximately $20 million in cash and common stock. The filing says the company issued 1,469,485 common shares, pre-funded warrants for 4,575,143 shares, and 225,000 shares to Robocath's financial advisor, with up to $25.0 million more in possible earnout consideration.
Acquisition closed July 7, 2026; total consideration approximately $20 million in cash and common stock
Issued 1,469,485 common shares and pre-funded warrants to buy 4,575,143 shares, exercisable until July 7, 2031
Issued 225,000 shares to Robocath's financial advisor as partial success fee payment
Earnout could add up to $25.0 million in shares or warrants, subject to targets, market value and adjustments
Rackspace Technology cut its fiscal 2026 revenue outlook by $150 million to a $2.45 billion to $2.55 billion range and its Adjusted EBITDA outlook by $20 million to $285 million to $295 million, citing resource prioritization, supply constraints and exits from lower-margin Public Cloud resale. The company also reported preliminary second-quarter 2026 results showing a GAAP net loss of $62 million to $91 million, and set up a $250 million at-the-market stock offering and a receivables facility extension, which together give it additional funding capacity.
Preliminary Q2 2026 GAAP net loss of $(91) million to $(62) million, or $(0.36) to $(0.25) per diluted share; revenue expected at $641 million to $649 million
FY26 revenue outlook lowered to $2.45 billion to $2.55 billion from $2.6 billion to $2.7 billion; Public Cloud outlook cut by $125 million and Private Cloud by $25 million
FY26 Adjusted EBITDA outlook lowered to $285 million to $295 million from $305 million to $315 million
Equity Distribution Agreement with Goldman Sachs & Co. LLC for up to $250 million of common stock; receivables facility maturity extended to July 2, 2029 with a limit increase of up to $50 million to $350 million
On July 2, 2026, a MARA subsidiary acquired the membership interests of MAT 1177 LLC from HIF USA LLC, and the deal closed on signing. The purchase price is structured as post-closing milestone payments that total $600.0 million if all milestones are achieved, and the filing does not disclose any revenue or profit effect from the site.
July 2, 2026: Volt Texas, LLC, a MARA subsidiary, acquired the membership interests of MAT 1177 LLC from HIF USA LLC; the transaction closed at signing.
The site includes rights to land under purchase contracts, an owned adjacent parcel, and rights under a letter agreement for 2,000 megawatts of power capacity with an electric utility.
Aggregate purchase price is $600.0 million if all milestones are achieved, paid as development milestones are met; HIF keeps a minority interest once a data center lease is signed.
Press release says the site could provide up to 1 GW of grid capacity by October 2027 and up to 2 GW by April 2028, with MARA's total potential capacity reaching about 4.8 GW upon full energization.
Simply Good Foods reported fiscal third-quarter 2026 net sales of $357.0 million, down 6.3% from a year earlier, and a net loss of $52.0 million, compared with net income of $41.1 million a year ago. The loss reflects an $82.0 million non-cash impairment charge, and adjusted EBITDA fell 22.5% to $57.2 million. The company updated its fiscal 2026 outlook, now expecting net sales of $1.345 billion to $1.355 billion and adjusted EBITDA of $220 million to $225 million.
Q3 net sales of $357.0 million vs. $381.0 million a year earlier; Atkins sales fell 24.6%
Q3 net loss of $52.0 million, or $0.58 per diluted share, vs. $0.40 diluted earnings per share a year earlier, including an $82.0 million impairment
Fiscal 2026 adjusted EBITDA now expected at $220 million to $225 million, down 21% to 19% year-over-year
Fourth-quarter net sales expected at $322 million to $332 million
United Natural Foods named Alfredo Luchini, formerly a Carrier Climate Solutions Americas CFO, as Chief Financial Officer effective August 10, 2026, and promoted President and CFO Matteo Tarditi to President and Chief Operating Officer effective August 3, 2026. Mark Bushway, President of Natural, Organic, Specialty & Fresh Products and Chief Supply Chain Officer, will leave the company on January 1, 2027, and the filing contains no financial results.
Alfredo Luchini, 42, becomes CFO effective August 10, 2026, with an $800,000 base salary, a bonus target of 100% of salary, a $2,000,000 targeted annual equity award, a $1,500,000 sign-on RSU award and a $150,000 cash sign-on bonus.
Matteo Tarditi becomes President and Chief Operating Officer effective August 3, 2026, with base salary rising from $848,000 to $890,000.
Louis Martin becomes Chief Commercial Officer effective August 3, 2026.
Mark Bushway will serve as Chief Supply Chain Officer until he leaves the company on January 1, 2027.
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.