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).
Standard Nuclear reported second-quarter 2026 revenue of $4.7 million, up from $0.6 million a year earlier, as it made its first commercial TRISO fuel delivery. Its net loss widened to $3.4 million from $1.6 million, driven by higher general and administrative, research and development, and cost of revenue expenses, and the company said its July IPO added about $137.7 million of net proceeds.
Q2 2026 revenue of $4.7 million vs. $0.6 million in Q2 2025; gross profit of $3.2 million vs. a gross loss of $0.6 million
Net loss of $3.4 million, or $(0.12) per share, vs. $1.6 million, or $(0.06) per share, in the prior-year quarter
Total Contract Backlog of $241.5 million at June 30, 2026, rising to $576.9 million after an August 2026 fuel supply agreement
IPO priced July 15, 2026 at $15.00 per share; closed July 17, 2026 with net proceeds of about $137.7 million
Hormel reported third-quarter fiscal 2026 net sales of $2.96 billion, down 2.4% from a year earlier, and GAAP diluted EPS of $0.11 versus $0.33, while adjusted diluted EPS rose to $0.37 from $0.35. The company raised its low end of adjusted EPS guidance to $1.45 to $1.51 but cut its GAAP EPS and net sales guidance, reflecting charges tied to the Brazil divestiture, an Indonesia impairment and a litigation settlement.
Net sales were $2.96 billion, down 2.4% from $3.03 billion; organic net sales fell 2%.
GAAP diluted EPS was $0.11 versus $0.33; adjusted diluted EPS was $0.37 versus $0.35.
Fiscal 2026 adjusted EPS guidance was raised to $1.45 to $1.51 from $1.43 to $1.51; GAAP EPS guidance was cut to $1.06 to $1.12 from $1.28 to $1.37.
Discrete pre-tax items included a $56 million loss on the Brazil divestiture, a $48 million non-cash impairment in Indonesia and a $38 million litigation settlement.
Great Elm Group reported results for the fiscal year ended June 30, 2026, with revenue up about 70% to $27.8 million but a net loss attributable to stockholders of $35.4 million, compared with net income of $12.9 million a year earlier. The company attributed the swing mainly to $22.2 million of net realized and unrealized losses, largely tied to its investments in GECC common stock and related vehicles, which also weighed on book value.
Fiscal 2026 revenue was $27.8 million, up from $16.3 million in fiscal 2025, including $14.7 million from sales of two build-to-suit development properties.
Fiscal 2026 net loss was $(35.4) million, or $(1.17) per basic share, versus net income of $12.9 million in fiscal 2025.
Fourth-quarter revenue rose 88% to $10.6 million, but net income fell to $1.1 million from $13.6 million a year earlier.
Cash and cash equivalents were $53.5 million at June 30, 2026, and about $23.9 million of repurchase capacity remained as of August 24, 2026.
Phibro Animal Health reported results for the fiscal year ended June 30, 2026, with net sales up 17% to $1.52 billion and net income up to $99.7 million from $48.3 million. It also gave fiscal 2027 guidance for net sales of $1.55 billion to $1.60 billion and adjusted diluted EPS of $3.41 to $3.59, and said it will close its Chicago Heights, Illinois plant, affecting about 100 employees.
Fiscal 2026 diluted EPS was $2.43, up $1.24, and adjusted EBITDA was $255.0 million, up 39%.
Fourth-quarter net sales were $396.7 million, up 5%, and net income was $21.7 million, up 26%.
Fiscal 2027 guidance: net income of $122 million to $132 million and adjusted EBITDA of $258 million to $268 million.
Chicago Heights production is expected to cease during the summer of 2027, with products moved to other Phibro facilities and third-party contract manufacturers.
Synopsys reported third-quarter fiscal 2026 revenue of $2.477 billion, up from $1.740 billion a year earlier, and GAAP earnings of $2.84 per diluted share versus $1.50. The company raised its full-year fiscal 2026 revenue and non-GAAP EPS expectations, citing AI-driven demand, which signals stronger expected results for shareholders.
Q3 revenue was $2.477 billion versus $1.740 billion in Q3 fiscal 2025.
Q3 non-GAAP EPS was $3.91 versus $3.39; GAAP EPS was $2.84 versus $1.50.
Full-year fiscal 2026 revenue midpoint raised to $9.715 billion; non-GAAP EPS midpoint raised to $15.07.
Q4 fiscal 2026 non-GAAP EPS target range is $4.10 to $4.16 on revenue of $2.530 billion to $2.580 billion.
NVIDIA reported second-quarter fiscal 2027 revenue of $96.2 billion, up 106% from a year ago, and GAAP diluted earnings per share of $2.46 versus $1.08 a year earlier. It expects third-quarter revenue of $108.0 billion, plus or minus 2%, and returned about $26.0 billion to shareholders during the quarter. Shareholders see strong growth in both sales and profit, though GAAP net income includes $7.8 billion of net gains from equity securities.
Q2 fiscal 2027 revenue of $96.2 billion, up 106% from a year ago and 18% from the prior quarter
GAAP diluted EPS of $2.46 vs. $1.08 a year ago; non-GAAP diluted EPS of $2.22 vs. $1.01
Q3 fiscal 2027 revenue outlook of $108.0 billion, plus or minus 2%, assuming no Data Center compute revenue from China
About $26.0 billion returned to shareholders; $99.0 billion remaining under buyback authorization; $0.25 dividend payable October 1, 2026
HP reported fiscal third-quarter 2026 net revenue of $15.7 billion, up 12.5% from a year earlier, and non-GAAP diluted EPS of $0.83, up 11%. GAAP diluted EPS fell 11% to $0.71 from $0.80, and both figures include an $0.11 benefit from tariff refunds. HP raised its fiscal 2026 non-GAAP EPS and free cash flow outlook, which matters to shareholders because it signals stronger expected full-year profit and cash generation.
Q3 net revenue was $15.7 billion, up 12.5% from $13.9 billion in the prior-year quarter.
Non-GAAP diluted EPS was $0.83, up from $0.75; GAAP diluted EPS was $0.71, down from $0.80.
Fiscal 2026 non-GAAP diluted EPS outlook raised to $3.19 to $3.29; GAAP outlook raised to $2.52 to $2.62.
Fiscal 2026 free cash flow outlook raised to $3.0 to $3.2 billion; Q3 returned $0.6 billion to shareholders.
Ooma reported fiscal second quarter 2027 revenue of $83.2 million, up 25% from a year earlier, with GAAP net income of $3.0 million, or $0.10 per diluted share, versus $1.3 million, or $0.04, a year earlier. The company also issued fiscal 2027 and third-quarter guidance, with full-year revenue expected at $332.0 million to $333.5 million, and said it reduced outstanding debt to $47 million.
Total revenue was $83.2 million, up 25% year over year; subscription and services revenue was $75.6 million, 91% of the total.
GAAP net income was $3.0 million, or $0.10 per diluted share, compared with $1.3 million, or $0.04, in the second quarter of fiscal 2026.
Non-GAAP net income was $10.2 million, or $0.35 per diluted share, up from $6.5 million, or $0.23; Adjusted EBITDA was $12.4 million versus $7.2 million.
Fiscal 2027 guidance: total revenue of $332.0 million to $333.5 million and GAAP net income of $11.9 million to $12.7 million.
Lantronix reported fiscal fourth-quarter 2026 revenue of $31.2 million, up 8% from a year earlier, with non-GAAP EPS of $0.04 and GAAP EPS of ($0.01). Full-year fiscal 2026 revenue was $120.9 million, down from $122.9 million in fiscal 2025, and the company expects double-digit revenue growth in fiscal 2027 and first-quarter fiscal 2027 revenue of $31.0 million to $33.0 million.
Q4 fiscal 2026 revenue of $31.2 million, up 8% year over year; GAAP net loss per share of ($0.01) versus ($0.07) a year earlier
Non-GAAP EPS of $0.04 for the quarter, compared with $0.01 a year earlier
Full-year fiscal 2026 revenue of $120.9 million versus $122.9 million in fiscal 2025; GAAP EPS of ($0.10) versus ($0.29)
Q1 fiscal 2027 outlook: revenue of $31.0 million to $33.0 million and non-GAAP EPS of $0.04 to $0.06
Veeva reported second-quarter fiscal 2027 total revenues of $928.0 million, up 18% from a year earlier, with GAAP diluted net income per share of $1.66 versus $1.19. The company said its full-year view improved and issued updated fiscal 2027 guidance, which points to higher revenue and non-GAAP earnings per share for shareholders.
Q2 total revenues $928.0 million, up 18%; subscription revenues $766.8 million, up 16%
GAAP diluted EPS $1.66 vs. $1.19 a year ago; non-GAAP diluted EPS $2.35 vs. $1.99
Fiscal 2027 guidance: total revenues $3,682 million to $3,687 million; non-GAAP diluted EPS of approximately $9.21
Fiscal third-quarter guidance: total revenues $932 million to $935 million; non-GAAP diluted EPS $2.33 to $2.34
Agilent reported third-quarter fiscal 2026 revenue of $1.88 billion for the quarter ended July 31, 2026, up 8.1% from a year earlier, with GAAP EPS of $1.28 versus $1.18. The company raised its fiscal 2026 non-GAAP EPS guidance to $6.18 to $6.21 and its revenue guidance to $7.49 billion to $7.51 billion, so both headline results and forward expectations moved higher for shareholders.
Q3 revenue was $1.88 billion, up 8.1% reported and 7.3% core; GAAP net income was $362 million, or $1.28 per share.
Non-GAAP EPS was $1.62, up 18% from the year-ago quarter, including a $0.06 net benefit from tariff refunds.
Fiscal 2026 non-GAAP EPS is now expected at $6.18 to $6.21, an increase of 15 cents at the midpoint.
Fourth-quarter 2026 revenue is expected at $1.98 billion to $2.0 billion, with non-GAAP EPS of $1.71 to $1.74 and no future tariff refund benefit assumed.
Salesforce reported second-quarter fiscal 2027 revenue of $11.3 billion, up 11% from a year earlier, including a $456 million contribution from Informatica. GAAP diluted net income per share was $4.29, versus $1.96 a year earlier, and included a $2.43 per share gain on strategic investments. The company raised its full-year fiscal 2027 revenue guidance to $46.1 billion to $46.4 billion, a change that includes pending acquisitions of Contentful and Fin.
Q2 FY27 revenue of $11.3 billion, up 11% Y/Y; Informatica contributed $456 million
GAAP diluted net income per share of $4.29 vs. $1.96 a year earlier; non-GAAP diluted EPS of $5.90
Full-year FY27 revenue guidance raised to $46.1 billion to $46.4 billion; the $200 million raise includes pending Contentful and Fin acquisitions
Third-quarter FY27 revenue guidance of $11.42 billion to $11.5 billion; final ASR settlement expected in October 2026
Okta reported fiscal second-quarter 2027 results for the period ended July 31, 2026, with total revenue of $805 million, up 11% year-over-year, and GAAP net income of $116 million, up from $67 million. The company also updated its full-year fiscal 2027 revenue outlook to $3.216 billion to $3.226 billion, representing 10% to 11% growth, and gave third-quarter revenue guidance of $813 million to $817 million.
Q2 total revenue was $805 million, up 11%; subscription revenue was $793 million, up 12%.
GAAP diluted net income per share was $0.65, compared with $0.37 a year earlier; non-GAAP diluted EPS was $1.05, compared with $0.91.
Full-year fiscal 2027 revenue guidance is $3.216 billion to $3.226 billion; the company cites about a one-point headwind from shifting professional services to partners.
Cash cash equivalents and short-term investments were $2.299 billion at July 31, 2026, after $350 million was paid to settle the 2026 notes.
Nutanix reported fourth-quarter fiscal 2026 revenue of $757.1 million, up 16% from a year earlier, and annual recurring revenue of $2.55 billion, also up 16%. GAAP net income of $1.27 billion was driven largely by a $1.19 billion income tax benefit, while non-GAAP operating income rose to $198.0 million from $119.5 million, and the company gave fiscal 2027 revenue guidance of $3.180 billion to $3.230 billion.
Q4 revenue $757.1 million vs. $653.3 million a year earlier; fiscal 2026 revenue $2.85 billion, up 12%
Q4 GAAP diluted EPS $4.34 vs. $0.13 a year earlier, including a $1.19 billion income tax benefit
Q4 non-GAAP operating margin 26.2% vs. 18.3%; free cash flow $277.6 million vs. $207.8 million
Q1 fiscal 2027 revenue outlook $755 million to $765 million; fiscal 2027 free cash flow outlook $850 million to $950 million
American National Group Inc. filed its financial supplement for the quarter ended June 30, 2026. GAAP net income attributable to common stockholders was $198 million, up from a $7 million loss in the first quarter and $141 million a year earlier, but distributable operating earnings fell 9% year over year to $291 million. The results are mixed for shareholders: reported profit improved while the company's own operating measure declined.
Q2 2026 GAAP net income to common stockholders: $198 million, versus a $7 million loss in Q1 2026 and $141 million in Q2 2025
Distributable operating earnings: $291 million, down 5% from $306 million in Q1 2026 and down 9% from $320 million in Q2 2025
Total revenue: $1,706 million, up 7% from Q1 2026 and up 1% from Q2 2025
Total common stockholders' equity was $8,253 million at June 30, 2026, down 13% from a year earlier; gross annuity sales were $3,713 million, down 13% year over year
Borealis Foods reported preliminary U.S. K-12 school foodservice revenue up 110% for the six months ended June 30, 2026, compared with the same period in 2025. The figure is unaudited and may change when the company completes its financial statements for the quarter, and the filing gives no total company revenue, profit or guidance.
Preliminary K-12 channel revenue rose 110% for the six months ended June 30, 2026, versus the same period in 2025.
The company says it now serves more than 20,000 schools, representing about 2,500 school districts.
School products shipped over the past 12 months through 106 distributors across 40 states.
The revenue figure is unaudited and subject to adjustment before the quarter's financial statements are finalized.
Williams-Sonoma reported second-quarter 2026 net revenues of $1.96 billion, up 6.7% from a year earlier, with comparable brand revenue up 6.2%. GAAP diluted EPS was $2.84 versus $2.00, and non-GAAP diluted EPS was $2.10, up 5%, after excluding tariff refund items, and the company raised its full-year 2026 outlook for net revenues, comparable sales and non-GAAP operating margin.
Q2 net revenues $1,959.8 million vs. $1,836.8 million a year earlier; comparable brand revenue +6.2%
GAAP diluted EPS $2.84 vs. $2.00; non-GAAP diluted EPS $2.10 vs. $2.00, including a $167.8 million tariff refund income reduction to cost of goods sold
Fiscal 2026 outlook raised: net revenues +4.7% to +7.2%, comps +4.0% to +6.5%, non-GAAP operating margin 17.8% to 18.2%
Outlook excludes any benefit from tariff refunds or related interest; quarterly results remain preliminary until the Form 10-Q is filed
Abercrombie & Fitch reported second-quarter fiscal 2026 net sales of $1.3 billion, up 5% from a year earlier, and diluted EPS of $4.17 versus $2.91 a year ago. The quarter includes about $100 million of IEEPA tariff refunds, worth $1.75 per diluted share, and the company raised its full-year EPS outlook to $13.10 to $13.60 from $10.20 to $11.00.
Q2 net sales $1.3 billion, up 5%; comparable sales flat
Operating margin 19.9% vs 17.1% a year ago; includes about $100 million tariff refund benefit
Full-year EPS outlook raised to $13.10 to $13.60; share repurchases at least $500 million vs around $450 million previously
Q3 outlook: net sales growth 5% to 6%, EPS $2.90 to $3.20
Bath & Body Works reported second-quarter 2026 net sales of $1,514 million, down 2.3% from a year earlier, while diluted earnings per share rose to $0.58 from $0.30. The company raised its full-year 2026 diluted EPS guidance to $3.13 to $3.33 and narrowed its net sales decline forecast to 4% to 2.5%, but the quarter included about $80 million of tariff refunds, and third-quarter EPS guidance of $0.05 to $0.10 is below the $0.37 reported a year earlier.
Q2 2026 net sales of $1,514 million, down 2.3% from $1,549 million; Direct net sales rose 3.0% to $275 million
Q2 diluted EPS of $0.58 vs. $0.30; adjusted EPS of $0.62 vs. $0.37. Excluding about $80 million of tariff refunds, adjusted EPS would have been $0.31
Full-year 2026 diluted EPS guidance raised to $3.13 to $3.33; adjusted EPS guidance $2.60 to $2.80; net sales guidance narrowed to a decline of 4% to 2.5%
Q3 2026 diluted EPS guidance of $0.05 to $0.10 (adjusted $0.07 to $0.12) vs. $0.37 (adjusted $0.35) in Q3 2025
Photronics reported third quarter fiscal 2026 revenue of $216.0 million, up 2.7% from a year earlier, and GAAP diluted EPS of $0.49 versus $0.39 a year ago. Operating income fell to $45.5 million from $48.2 million, and non-GAAP diluted EPS of $0.50 was slightly below $0.51 in the prior-year quarter. The company also gave fourth quarter guidance for revenue of $207 million to $227 million.
Revenue $216.0 million, up 2.7% year-over-year and 2.9% sequentially
GAAP diluted EPS $0.49 vs $0.39 a year ago and $0.54 in the second quarter; non-GAAP diluted EPS $0.50 vs $0.51 a year ago
Operating margin 21.1% vs 22.9% a year ago
Q4 fiscal 2026 guidance: revenue $207 million to $227 million, operating margin 19% to 24%, non-GAAP diluted EPS $0.40 to $0.56
Dycom reported record fiscal 2027 second-quarter contract revenue of $2.006 billion, up 45.6% from a year earlier, with net income of $115.6 million, or $3.81 per diluted share, versus $3.33 a year earlier. The company raised its full-year fiscal 2027 contract revenue outlook to $7.48 billion to $7.66 billion, though it also deferred about $150 million of Communications wireless program revenue into fiscal 2028.
Q2 contract revenues were $2.006 billion, up 45.6%, or 16.7% organically, versus the quarter ended July 26, 2025.
Q2 net income was $115.6 million, or $3.81 per diluted share, compared with $97.5 million, or $3.33, a year earlier.
Full-year fiscal 2027 contract revenue outlook is $7.48 billion to $7.66 billion; third-quarter contract revenue is expected at $1.90 billion to $1.98 billion.
The acquisition of National Technology Integrators was completed in the quarter and contributed about $22.9 million of revenue.
J.M. Smucker reported first-quarter fiscal 2027 net sales of $2.2 billion, up 5%, and GAAP net income per diluted share of $3.03, compared with a loss of $0.41 a year earlier. The company raised its full-year fiscal 2027 adjusted earnings per share guidance to $10.50 to $11.00 from $9.75 to $10.25, and its free cash flow outlook to $1.1 billion from $1.0 billion, with the adjusted EPS figures including tariff refunds received in the quarter.
Net sales were $2,219.3 million, up $106.0 million or 5% from $2,113.3 million a year earlier.
GAAP net income per diluted share was $3.03; adjusted EPS was $3.24, up 71% from $1.90, including an $0.84 benefit from tariff refunds.
Fiscal 2027 adjusted EPS guidance is $10.50 to $11.00, up from $9.75 to $10.25; net sales are now expected to decrease 1.0% to 2.0%, versus the prior decrease of 3.0% to 4.0%.
Free cash flow for the quarter was $337.3 million, compared with negative $94.9 million a year earlier.
Movado Group reported second-quarter fiscal 2027 net sales of $169.8 million, up 4.9% from a year earlier, and diluted earnings per share of $0.53 versus $0.13. The quarter includes $3.2 million in IEEPA duty refunds, worth $0.11 per diluted share, and the company has stopped providing an annual outlook, while declaring a $0.40 quarterly dividend.
Net sales were $169.8 million versus $161.8 million; U.S. and international sales each rose 4.9%.
Operating income was $14.9 million versus $4.0 million; adjusted operating income was $15.1 million, or 8.9% of net sales.
Diluted EPS was $0.53 versus $0.13; adjusted diluted EPS was $0.54 versus $0.23.
The company discontinued its annual outlook and expects second-half fiscal 2027 topline growth in the mid-single-digit range and gross margin of 55% to 56%, excluding additional IEEPA refunds.
BeOne Medicines filed its 2026 interim report for the six months ended June 30, 2026, with Shanghai's STAR Market and furnished an R&D expense breakdown under Item 2.02. The filing gives total R&D expenses of $1.15 billion for the period versus $1.01 billion a year earlier, but it does not report revenue, net income or EPS, and the full report is in Chinese only.
Total R&D expenses were $1.15 billion for the six months ended June 30, 2026, versus $1.01 billion for the same period in 2025.
Internal R&D expenses were $718.4 million, up from $606.5 million; external R&D expenses were $435.1 million, up from $400.3 million.
BRUKINSA R&D expenses fell to $42.7 million from $63.0 million, and BEQALZI R&D expenses fell to $74.0 million from $94.0 million.
The STAR Interim Report is available only in Chinese on the Shanghai Stock Exchange website and is not filed with the SEC.
At its virtual annual shareholder meeting, Kewaunee Scientific reported fiscal 2026 (ended April 30, 2026) revenue of $282.0 million, EBITDA of $22.4 million and net earnings of $9.6 million. Year-end backlog fell to $165.9 million from $214.6 million, which the company attributed mainly to completing several large international projects.
Fiscal 2026 revenue was $282.0 million; EBITDA was $22.4 million, up from $21.6 million in fiscal 2025.
Lab Products Group sales rose 19.8% to $214.9 million; International segment sales rose 9.9% to $67.1 million.
Consolidated backlog was $165.9 million at April 30, 2026, versus $214.6 million a year earlier.
Long-term debt was reduced by about $20 million, and debt-to-equity improved to 0.61-to-1.0 from 0.99-to-1.0.
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.