2,914 material Form 8-K filings that 2,352 companies we cover made with the SEC in August 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).
Ionic Digital reported second-quarter 2026 revenue of $48.6 million, up 31% from a year earlier, with 90% coming from digital infrastructure leasing. The company swung to a net loss of $35.3 million, driven in part by a $28.2 million non-cash loss on cryptocurrency and a $27.2 million tax provision, and it reaffirmed its full-year 2026 outlook.
Q2 2026 revenue was $48.6 million, up 31% year-over-year; digital infrastructure leasing made up 90% of revenue.
Net loss was $35.3 million, compared with net income of $31.9 million in the prior-year quarter; basic and diluted loss per share was $0.94 versus earnings of $0.85.
Adjusted EBITDA was $37.6 million, compared with $3.8 million a year earlier; the company now excludes cryptocurrency gains and losses from this measure.
Full-year 2026 outlook reaffirmed: total revenue of $190 million to $195 million and Adjusted EBITDA of $137.5 million to $142.5 million.
Coty reported fiscal fourth-quarter 2026 net revenues of $1,269.2 million, up 1% on a reported basis but down 1% like-for-like, with a reported net loss of $144.3 million versus $72.1 million a year earlier. For the full fiscal year, net revenues fell 2% to $5,806.6 million and the reported net loss was $618.0 million. For the first quarter of fiscal 2027, Coty guided to a like-for-like sales decline in the low- to mid-single digits and an adjusted EBITDA decline in the low teens, which points to weaker profit in the near term for shareholders.
Q4 net revenues of $1,269.2 million rose 1% reported and fell 1% like-for-like; reported operating loss was $42.7 million versus $15.5 million operating income a year earlier
Adjusted operating income fell to $39.5 million from $67.7 million, and adjusted EPS was a loss of $0.02 versus a $0.05 loss a year earlier
FY26 reported net loss was $618.0 million; operating cash flow was $537.8 million and free cash flow was $348.2 million
Q1 FY27 outlook: like-for-like revenue down low- to mid-single digits, adjusted EBITDA down low-teens, adjusted EPS of $0.11 to $0.13 per share, and first-half free cash flow above $300 million
Unifi reported fiscal fourth-quarter 2026 net sales of $144.2 million, up 4.1% from a year earlier, and gross profit of $14.3 million, compared with a gross loss the prior year. The company still posted a net loss of $1.2 million after a year-earlier net profit that included a $35.8 million gain on a facility sale, and full-year sales fell to $531.3 million from $571.3 million. The company also agreed after quarter end to sell non-strategic real estate for $60.0 million, which it says will support debt reduction.
Q4 net sales were $144.2 million, up from $138.5 million, led by Brazil, while Americas and Asia were softer.
Q4 net loss was $1.2 million, or $0.06 per share, versus net income of $15.5 million, or $0.82 per share, in the prior-year quarter that included a $35.8 million gain.
Adjusted EBITDA was $8.2 million, compared with $(4.1) million in the prior-year quarter.
Fiscal 2026 net loss was $24.6 million, or $1.33 per share, and operating cash flow was $26.5 million; a $60.0 million real estate sale agreement was signed after the quarter.
John B. Sanfilippo & Son reported fiscal 2026 fourth-quarter diluted EPS of $0.71, down 38.3%, even though net sales rose 4.2% to $280.4 million. Higher input and transportation costs, a $2.7 million recall-related cost and other factors weighed on gross profit, while full-year net sales rose 6.2% to $1.18 billion and full-year diluted EPS rose 4.6% to $5.26. The company also said CEO Jeffrey T. Sanfilippo will step down in October to become Executive Chairman, with his brother Jasper succeeding him as CEO.
Q4 net sales rose 4.2% to $280.4 million, but gross margin fell to 15.7% from 18.1% and diluted EPS fell 38.3% to $0.71.
Full-year net sales rose 6.2% to $1.18 billion and diluted EPS rose 4.6% to $5.26; sales volume fell 2.5%.
Annual dividend declared was raised 5.6% to $0.95 per share, plus a special dividend of $1.05 per share, both payable September 9, 2026.
Jeffrey T. Sanfilippo steps down as CEO in October; Jasper Sanfilippo will succeed him.
Peoples Financial Services Corp. (PFIS) furnished a 2026 Q2 investor presentation as Exhibit 99.1 to an 8-K, for use in investor meetings during 2026. The presentation reports Q2 2026 net income of $14.8 million, or $1.48 per diluted share, compared with $1.47 in Q1 2026, and tangible book value per share of $43.51, up $1.22 from the prior quarter.
Q2 2026 net income of $14.8 million, or $1.48 per diluted share, versus $1.47 in Q1 2026
ROATCE of 13.7%, net interest margin (FTE) of 3.82%, and efficiency ratio of 55.2% for Q2 2026
Nonperforming loans to total loans rose to 0.33% at June 30, 2026, from 0.28% at March 31, 2026
Tangible book value per share of $43.51 at June 30, 2026, up $1.22 quarter over quarter
BILL reported fourth-quarter fiscal 2026 total revenue of $436.2 million, up 14% year-over-year, but its GAAP net loss widened to $18.5 million from $7.1 million a year earlier, including a $76.6 million restructuring charge. Non-GAAP operating income rose 80% to $101.6 million. The company guided fiscal 2027 total revenue to $1,807.0 million to $1,857.0 million and plans to net rewards expense from revenue starting with the quarter ending September 30, 2026, which will change how its reported revenue is presented.
Q4 total revenue was $436.2 million, up 14%; core revenue was $400.5 million, up 16%.
Q4 GAAP net loss was $18.5 million, or $0.19 per share, versus a net loss of $7.1 million, or $0.07 per share, a year earlier.
Q4 restructuring expense was $76.6 million; non-GAAP operating income was $101.6 million, up 80%.
FY27 guidance: total revenue of $1,807.0 million to $1,857.0 million (9% to 12% growth) and non-GAAP net income per diluted share of $3.56 to $3.79.
Carlyle Credit Income Fund reported third quarter 2026 results for the quarter ended June 30, 2026. Total investment income fell to $4.3 million from $5.5 million in the prior quarter, and net investment income fell to $1.5 million, or $0.07 per common share, from $0.09. The fund swung to a net income of $3.5 million from a net loss of $33.0 million in the prior quarter, and its net asset value per common share was $3.32, versus $3.34 at March 31, 2026.
Net investment income was $0.07 per common share in the quarter, versus $0.09 in the prior quarter and $0.19 a year earlier.
Total investment income was $4.3 million, down from $5.5 million in the prior quarter and $8.6 million in the third quarter of 2025.
The fund declared monthly common dividends of $0.06 per share for September, October and November 2026, unchanged from the prior quarter.
The fund will hold a conference call at 10:00 a.m. EDT on August 20, 2026.
TJX reported second-quarter fiscal 2027 net sales of $15.2 billion, up 5%, with comparable sales up 4% and diluted earnings per share of $1.36, up 24% from $1.10. The company raised its full-year fiscal 2027 pretax profit margin and diluted EPS outlook, to $5.31 to $5.36 per share. Q2 results include a net benefit from IEEPA tariff refunds, so adjusted diluted EPS was $1.22, up 11%.
Q2 net sales $15.2 billion, up 5%; comparable sales up 4%, with Marmaxx at +1% and HomeGoods at +7%
Q2 diluted EPS $1.36 vs. $1.10 a year earlier; adjusted diluted EPS $1.22 excluding a $.14 net tariff refund benefit
Full-year fiscal 2027 diluted EPS outlook raised to $5.31 to $5.36; adjusted outlook $5.15 to $5.20
Returned $1.3 billion to shareholders in Q2 through buybacks ($798 million) and dividends ($529 million)
Progressive reported July 2026 net income of $961 million, down 12% from $1.09 billion a year earlier, with earnings of $1.65 per share versus $1.85. Net premiums written rose 5% to $7.4 billion, but the combined ratio worsened to 86.8 from 85.3, and the company recorded pretax realized losses on securities of $47 million compared with gains of $79 million a year earlier. Year-to-date net income rose to $7.09 billion from $6.83 billion.
July net premiums written were $7.4 billion, up 5%; net premiums earned were $7.4 billion, also up 5%.
The July combined ratio was 86.8, up 1.5 points from 85.3 a year earlier.
July pretax net realized losses on securities were $47 million, compared with gains of $79 million in July 2025.
Policies in force reached 40.3 million at July 31, 2026, up 7% from a year earlier; August results are due September 18, 2026.
Lowe's reported second-quarter 2026 net earnings of $2.4 billion and diluted EPS of $4.27, flat from a year earlier, while total sales rose to $26.0 billion from $24.0 billion. The company lowered the top end of its fiscal 2026 diluted EPS and comparable sales outlook, which matters to shareholders because the forecast now points to flat comparable sales and a narrower earnings range.
Q2 diluted EPS was $4.27, the same as the prior-year quarter; adjusted diluted EPS rose 1.6% to $4.40 from $4.33.
Q2 comparable sales rose 0.2%, and online sales grew 15.7%; total sales were $26.0 billion versus $24.0 billion.
Fiscal 2026 diluted EPS is now about $11.75 (previously $11.75 to $12.25); adjusted diluted EPS is about $12.25 (previously $12.25 to $12.75).
Q2 EPS included an $0.11 benefit from IEEPA tariff refunds, and $96 million in pre-tax acquisition-related expenses.
Estée Lauder reported fiscal 2026 results for the year ended June 30, 2026, with net sales up 5% to $15.0 billion and diluted earnings of $0.50 per share, compared with a loss of $3.15 per share a year earlier, which included large impairment charges. The company affirmed its fiscal 2027 organic net sales growth outlook of 3% to 5% and raised its adjusted operating margin outlook to 12.7% to 13.5%.
Full-year net sales were $15.0 billion, up 5% as reported and up 3% organically.
Diluted earnings were $0.50 per share, versus a loss of $3.15 per share in fiscal 2025; adjusted diluted earnings were $2.51, up from $1.51.
Fiscal 2027 outlook: organic net sales growth of 3% to 5% affirmed; adjusted operating margin outlook raised to 12.7% to 13.5%.
Free cash flow was $1.32 billion, compared with $0.67 billion in the prior year.
Target reported second-quarter 2026 net sales of $26.5 billion, up 5.3 percent, and diluted EPS of $4.11 versus $2.05 a year earlier. The results include a $994 million tariff refund benefit worth $1.65 per share, and excluding refunds EPS rose 20 percent. Target raised its full-year 2026 net sales growth outlook to around 5 percent and set a full-year EPS range of $9.90 to $10.90, which includes the refund benefit.
Q2 net sales of $26.5 billion rose 5.3 percent; comparable sales grew 3.8 percent, with digital comparable sales up 8.7 percent.
Q2 operating income was $2.6 billion versus $1.3 billion last year, including the $994 million tariff refund benefit.
Full-year 2026 EPS guidance is $9.90 to $10.90, including about $1.65 of Q2 tariff refund benefit; the company excludes potential future refunds from guidance.
No stock was repurchased in Q2; about $8.3 billion remained under the repurchase program approved in August 2021.
Analog Devices reported fiscal third-quarter 2026 revenue of $4.02 billion for the quarter ended August 1, 2026, up 40% from $2.88 billion a year earlier, and diluted earnings per share of $2.74 versus $1.04. The company forecast fourth-quarter revenue of $4.3 billion, plus or minus $100 million, and reported EPS of $3.14, plus or minus $0.15, and it declared a $1.10 quarterly dividend.
Q3 revenue $4.02 billion, up 40% from $2.88 billion; operating income $1.61 billion versus $818 million
Diluted EPS $2.74 versus $1.04; adjusted diluted EPS $3.45 versus $2.05
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.