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).
SAIC reported second-quarter fiscal 2027 revenue of $1.88 billion, up about 6%, but net income fell 20% to $102 million and diluted EPS fell 12% to $2.38. The company raised its fiscal 2027 guidance for revenue, adjusted EBITDA, adjusted EBITDA margin and adjusted diluted EPS, while reiterating its free cash flow guidance.
Q2 revenue $1.88 billion, up 6%; organic growth 5.3%
Net income $102 million, down 20%; diluted EPS $2.38 vs. $2.71; adjusted diluted EPS $3.01 vs. $3.63
Fiscal 2027 adjusted diluted EPS guidance raised to $10.65-$10.75 from $9.90-$10.10; revenue guidance raised to $7.2 billion-$7.3 billion
Estimated backlog $22.1 billion at quarter end; quarterly dividend of $0.37 per share payable October 23, 2026
Gap reported second-quarter fiscal 2026 net sales of $3.7 billion, down 2% from a year earlier, while GAAP diluted earnings per share rose to $1.38 from $0.57, helped by a $417 million tariff recovery adjustment. The company raised its adjusted full-year EPS outlook to $2.35 to $2.45 but narrowed its net sales growth outlook to up 1% to 1.5%, and said Old Navy CEO Horacio Barbeito will step down effective November 2, 2026, with Michael Francis succeeding him.
Net sales were $3.7 billion, down 2%; comparable sales fell 1%, with Old Navy down 4% and Gap up 10%.
GAAP diluted EPS was $1.38 versus $0.57 a year earlier; adjusted diluted EPS, excluding the net tariff recovery, was $0.52.
Fiscal 2026 adjusted diluted EPS outlook raised to $2.35 to $2.45 from $2.30 to $2.40; net sales outlook is up 1% to 1.5%, down from up 1% to 2%.
Horacio Barbeito steps down as Old Navy President and CEO effective November 2, 2026; Michael Francis, Chief Customer Officer, takes over that day.
IREN reported fiscal 2026 revenue of $707.0 million, up from $501.0 million a year earlier, with AI Cloud Services revenue rising to $128.8 million from $16.4 million. The company swung to a net loss of $702.6 million from net income of $86.9 million, largely due to non-cash asset impairments tied to converting Bitcoin mining sites for AI Cloud use. The filing also announced a new multi-year AI Cloud contract with a leading frontier AI lab, which matters to shareholders because it signals demand for the company's capacity, though the stated $4 billion contracted ARR target is an internal operating metric rather than GAAP revenue.
FY26 total revenue was $707.0 million versus $501.0 million in FY25; AI Cloud Services revenue was $128.8 million versus $16.4 million.
FY26 net loss was $702.6 million versus net income of $86.9 million in FY25; impairments were $638.8 million for the year.
Q4 FY26 net loss was $684.0 million, including $450.4 million of impairments; Q4 adjusted EBITDA was $19.2 million versus $59.5 million in the prior quarter.
As of August 26, 2026, operating ARR was $1 billion, with $4 billion of contracted ARR for 2026 capacity.
SentinelOne reported second-quarter fiscal 2027 revenue of $292 million, up 21% from a year earlier, and said it exceeded its guidance. The company raised its fiscal 2027 revenue and non-GAAP operating income outlook, but it still reported a GAAP net loss of $93.4 million for the quarter.
Q2 revenue was $292 million, up from $242 million; annualized recurring revenue (ARR) grew 22% to $1.218 billion as of July 31, 2026.
Fiscal 2027 revenue guidance is now $1.202 billion to $1.207 billion; non-GAAP operating income guidance is $124 million to $128 million.
GAAP net loss was $93.4 million, or $(0.27) per share, versus $(0.22) a year earlier; non-GAAP diluted EPS was $0.08, versus $0.04.
Cash, cash equivalents and investments totaled $813 million as of July 31, 2026.
LifeVantage reported fourth-quarter and full fiscal 2026 results (year ended June 30, 2026) showing sharp declines in revenue and profit from the prior year. The company is not issuing formal fiscal 2027 guidance because of the recent transition in its Chief Executive Officer role, leaving shareholders without a company forecast for the coming year.
Fiscal 2026 revenue was $182.6 million, down 20.1% from $228.5 million in fiscal 2025; Americas revenue fell 23.2%.
Fourth-quarter revenue was $42.4 million, down 23.1%, and diluted EPS was $0.10 versus $0.15 a year earlier.
Fiscal 2026 diluted EPS was $0.40 versus $0.75; adjusted EPS was $0.56 versus $0.82.
No formal fiscal 2027 guidance was issued due to the recent CEO transition; Terrence Moorehead is President and CEO.
Marvell reported record second-quarter fiscal 2027 net revenue of $2.739 billion, up 37% from a year earlier and $39.0 million above the midpoint of its May 27, 2026 guidance. GAAP net income was $308.0 million, or $0.33 per diluted share, compared with $194.8 million, or $0.22, a year earlier. The company said it is again raising its revenue outlook for fiscal 2027 and fiscal 2028, and it expects third-quarter revenue of $3.150 billion, plus or minus 5%.
Data center revenue was $2.171 billion, up 46% year over year, while communications and other revenue was $567.8 million, up 10%.
Q2 non-GAAP diluted EPS was $0.94, compared with $0.67 a year earlier; GAAP diluted EPS was $0.33.
Third-quarter outlook: net revenue of $3.150 billion plus or minus 5%, and non-GAAP diluted EPS of $1.10 plus or minus $0.05.
Marvell will hold an Investor Day on October 6, 2026.
Autodesk reported second-quarter fiscal 2027 revenue of $2.05 billion, up 16% year over year, and GAAP diluted earnings per share of $2.33 versus $1.46 a year earlier. The company raised its fiscal 2027 billings and revenue growth guidance, citing higher underlying growth expectations and the contribution from the MaintainX acquisition, while keeping its non-GAAP operating margin guidance unchanged.
Q2 revenue of $2,046 million, up 16% (14% in constant currency); billings of $1,854 million, up 10%
GAAP diluted EPS of $2.33 versus $1.46 a year earlier; non-GAAP EPS of $3.30, up $0.68 year over year
FY27 revenue guidance of $8,295 million to $8,345 million; non-GAAP operating margin guidance unchanged at about 39%
FY27 free cash flow guidance narrowed to $2,725 million to $2,750 million, including about $45 million of MaintainX transaction expenses
Workday reported fiscal 2027 second-quarter total revenues of $2.649 billion, up 12.8% year over year, and non-GAAP diluted earnings per share of $2.75, up from $2.21. The company raised its fiscal 2027 non-GAAP operating margin guidance to 31.0% and authorized an open-ended repurchase of up to $4.0 billion of Class A common stock.
Total revenues of $2.649 billion, up 12.8%; subscription revenues of $2.471 billion, up 13.9%
GAAP diluted net income per share of $2.57 includes a $1.52 per share tax benefit tied to an intellectual property transfer; non-GAAP figure was $2.75
Fiscal 2027 subscription revenue guidance of $9.940 billion to $9.950 billion; non-GAAP operating margin guidance raised to 31.0%
Operating cash flow was $520 million versus $616 million a year earlier; free cash flow was $460 million versus $588 million
HealthEquity reported second-quarter results for the period ended July 31, 2026, with revenue up 8%, net income up 10% and GAAP diluted earnings per share of $0.78, compared with $0.68 a year earlier. The company also raised its fiscal 2027 guidance, now expecting revenue of $1.411 billion to $1.421 billion and GAAP net income of $2.88 to $2.96 per diluted share.
Q2 revenue rose 8% to $350.7 million; net income rose 10% to $65.6 million
Adjusted EBITDA rose 11% to $167.0 million, with margin at 48% versus 46% a year earlier
Fiscal 2027 outlook: revenue $1.411 billion to $1.421 billion; non-GAAP EPS $4.66 to $4.73
Repurchased $108.1 million of stock in the quarter; $948.4 million remained authorized as of July 31, 2026
Titan Machinery reported fiscal second-quarter revenue of $496.4 million, down from $546.4 million a year earlier, and a net loss of $9.2 million, or $0.40 per diluted share, versus a $6.0 million loss, or $0.26 per share, last year. The company reaffirmed its fiscal 2027 profitability outlook but cut its Europe segment revenue assumption, so weaker sales and losses point to pressure on shareholder returns.
Gross profit margin rose to 18.6% from 17.1%, but gross profit slipped to $92.4 million from $93.6 million.
Adjusted EBITDA was $4.6 million, compared with $5.6 million a year earlier.
Europe fiscal 2027 revenue assumption was revised to down 30% to 40%, from down 20% to 25%; the company reaffirmed adjusted EBITDA of $17.0 million to $29.0 million.
Net cash used for operating activities was $25.1 million for the six months ended July 31, 2026, compared with $49.9 million provided a year earlier.
Malibu Boats reported fourth-quarter fiscal 2026 net sales up 42.7% to $295.5 million and GAAP net income up 53.7% to $7.4 million, helped by the Saxdor acquisition. For the full fiscal year, GAAP net income fell 88.8% to $1.7 million, and the company guided fiscal 2027 net sales to $1.08 billion to $1.12 billion and Adjusted EBITDA to $101 million to $109 million, while authorizing a $70 million share repurchase program.
Q4 fiscal 2026 net sales rose 42.7% to $295.5 million, including $61.2 million from the Saxdor segment acquired March 2, 2026.
Fiscal 2026 GAAP net income fell 88.8% to $1.7 million from $15.2 million; diluted EPS was $0.09, down 88.2%.
Fiscal 2027 guidance: net sales of $1.08 billion to $1.12 billion and Adjusted EBITDA of $101 million to $109 million.
Board authorized a $70 million share repurchase program for fiscal 2027; credit facility refinanced on July 10, 2026, with maturity extended to July 2031.
Best Buy reported second-quarter fiscal 2027 revenue of $9.78 billion, up from $9.44 billion a year earlier, and diluted EPS of $1.48, up from $0.87. The company raised its full-year FY27 adjusted diluted EPS guidance to $6.70 to $6.90 from $6.30 to $6.60, and also announced that Jason Bonfig will succeed Corie Barry as CEO effective November 1, 2026.
Q2 enterprise comparable sales rose 4.1%, with Domestic up 4.5% and International down 1.8%.
Diluted EPS was $1.48 versus $0.87; adjusted diluted EPS was $1.47 versus $1.28.
FY27 revenue guidance raised to $42.3 billion to $42.8 billion from $41.2 billion to $42.1 billion.
Quarterly dividend of $0.96 per share is payable October 8, 2026, to holders of record on September 17, 2026.
Dollar General reported second-quarter fiscal 2026 net sales up 5.2% to $11.3 billion, operating profit up 29.2% to $769.2 million and diluted EPS up 33.3% to $2.48. The company raised its fiscal 2026 diluted EPS guidance to $7.80 to $8.00 from $7.20 to $7.45, including an estimated $0.25 benefit from tariff refunds in the second quarter, and said it expects to resume share repurchases in the second half of the year.
Same-store sales rose 3.5%, with customer traffic up 2.0% and average transaction amount up 1.5%
Fiscal 2026 diluted EPS guidance is $7.80 to $8.00, up from $7.20 to $7.45 previously
Board declared a quarterly dividend of $0.59 per share, payable on or before October 20, 2026, to holders of record on October 6, 2026
Share repurchases of up to $700 million planned for fiscal 2026; $1.4 billion remained under the authorization at the end of the quarter
Burlington Stores reported second-quarter fiscal 2026 total sales up 11% to $3.0 billion and net income of $184 million, or $2.88 per diluted share, versus $94 million, or $1.47, a year earlier. The results include $55 million in tariff refunds, which the company plans to reinvest in lower prices in the second half, and the company raised its full-year Adjusted EPS guidance to $11.77 to $11.97.
Total sales rose 11% to $2,998 million; comparable store sales rose 2%
Net income was $184 million, or $2.88 per diluted share, vs. $94 million, or $1.47, a year earlier
Adjusted EPS was $2.37 excluding tariff refunds and certain bankruptcy acquired lease expenses, up 38% from $1.72
Fiscal 2026 guidance now calls for comparable store sales growth of 3% to 4% and Adjusted EPS of $11.77 to $11.97
Dollar Tree reported fiscal 2026 second-quarter net sales of $4.9 billion, up 7.0%, and diluted EPS of $2.70, compared with $0.75 a year earlier from continuing operations. The company raised its fiscal 2026 adjusted EPS outlook to $7.70 to $8.05, and both figures include tariff refund benefits that the company says are partly reinvested.
Q2 net sales rose 7.0% to $4.9 billion; comparable store net sales rose 3.7%, with traffic up 0.4%.
Q2 diluted EPS was $2.70, including a $1.31 benefit from the net impact of tariff refunds.
Fiscal 2026 adjusted diluted EPS outlook raised to $7.70 to $8.05, including an approximate $0.60 tariff refund benefit.
Q3 fiscal 2026 adjusted EPS outlook is $0.80 to $0.95, including a $0.50 impact from tariff refund reinvestments.
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.
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.
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
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
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.
nCino reported second-quarter fiscal 2027 results for the period ended July 31, 2026, with total revenues up 8% and GAAP operating income of $13.6 million, compared with a $9.3 million loss a year earlier. The board also authorized an additional $100 million stock repurchase program, and the company issued revenue and profit guidance for the third quarter and fiscal 2027.
Total revenues were $161.0 million, up 8% from $148.8 million; subscription revenues were $143.5 million, up 10%.
GAAP income from operations was $13.6 million versus a $9.3 million loss in the prior-year quarter; non-GAAP operating income was $40.8 million, up 36%.
The board authorized a new repurchase program of up to $100 million of common stock, following $300 million in repurchases since April 2025.
Third-quarter total revenues are guided to $161.25 million to $163.25 million; fiscal 2027 total revenues are guided to $644.0 million to $647.0 million.
Semtech reported second-quarter fiscal 2027 results for the quarter ended July 26, 2026, with net sales of $341.9 million, up 33% from a year earlier and up 17% from the prior quarter. GAAP net income was $160.1 million, which included a $101.4 million income tax benefit, compared with a net loss of $27.1 million a year earlier. The company also guided third-quarter net sales to $410.0 million plus or minus $5.0 million and adjusted diluted EPS to $1.05 plus or minus $0.03.
Net sales of $341.9 million, up from $257.6 million in Q2 FY2026 and $291.0 million in Q1 FY2027.
GAAP diluted EPS of $1.59, compared with a loss of $0.31 a year earlier; the quarter included a $101.4 million tax benefit.
Non-GAAP adjusted diluted EPS of $0.71, up from $0.41 in Q2 FY2026.
Q3 FY2027 outlook: net sales of $410.0 million plus or minus $5.0 million; adjusted diluted EPS of $1.05 plus or minus $0.03.
Intuit reported fiscal 2026 fourth-quarter revenue of $4.4 billion, up 14%, and full-year revenue of $21.4 billion, up 14%. Fourth-quarter GAAP operating income rose to $475 million from $339 million, but the company booked a $293 million restructuring charge and GAAP diluted EPS was $1.34 versus $1.35 a year earlier. The company also gave fiscal 2027 guidance for revenue of $23,279 million to $23,512 million, and its board approved a $1.38 quarterly dividend.
Q4 FY2026 total revenue was $4.4 billion, up 14%; full-year GAAP diluted EPS was $16.46, up 20%.
Q4 GAAP operating income was $475 million, including a $293 million restructuring charge; Q4 GAAP diluted EPS was $1.34 versus $1.35 a year earlier.
FY2027 GAAP revenue guidance is $23,279 million to $23,512 million; non-GAAP guidance now includes share-based compensation.
Quarterly dividend of $1.38 per share is payable October 16, 2026, to holders of record on October 8, 2026.
The Cato Corporation reported second-quarter 2026 net income of $1.1 million, or $0.06 per diluted share, down from $6.8 million, or $0.35, a year earlier, as sales fell 6% to $163.9 million. Chairman and CEO John Cato said pressure on customers' discretionary income will continue and that he anticipates the back half of 2026 to be challenging, which weighs on the outlook for shareholders.
Q2 sales were $163.9 million, down 6% from $174.7 million, with same-store sales down 3.7%.
Q2 gross margin fell to 32.8% of sales from 36.2% due to lower merchandise margins and occupancy cost deleverage.
Six-month net income was $10.5 million, or $0.53 per diluted share, versus $10.1 million, or $0.51, a year earlier, on sales down 2.9% to $333.3 million.
The company closed eight stores in the quarter and had 1,057 stores as of August 1, 2026, versus 1,101 a year earlier.
Solésence said on August 17, 2026 that its previously issued financial statements from December 31, 2023 through March 31, 2026 should no longer be relied upon and must be restated. The errors involved how labor and overhead were allocated to inventory, which overstated inventories and misstated cost of revenue, and the filing says the errors also affected gross profit, net income (loss), earnings per share and stockholders' equity.
Ten periods are affected, from December 31, 2023 through March 31, 2026, per the Audit Committee, Board and executive officers' August 17, 2026 conclusion.
The errors relate to labor and overhead allocation in inventories, which the company says did not comply with ASC 330 inventory-costing requirements.
The company expects to amend its 10-K reports for 2023, 2024 and 2025 and several 10-Q reports in the coming weeks.
The 8-K is dated August 20, 2026, and was signed by CFO Laura Riffner; the Audit Committee discussed the matters with its independent accountant.
BJ's Wholesale Club reported second-quarter fiscal 2026 net sales of $6.09 billion, up 15.9%, and diluted EPS of $1.36, up from $1.14 a year earlier. The company raised its full-year fiscal 2026 adjusted EPS outlook to $4.60 to $4.80, and Chief Commercial Officer Paul Cichocki is retiring effective August 21, 2026.
Q2 net sales $6.09 billion, up 15.9%; diluted EPS $1.36 versus $1.14 a year earlier
Comparable club sales rose 11.9%, or 3.1% excluding gasoline sales
Fiscal 2026 adjusted EPS outlook raised to $4.60 to $4.80; capital expenditures of approximately $800 million expected
Chief Commercial Officer Paul Cichocki retires effective August 21, 2026, and serves as part-time advisor through October 1, 2026
American Battery Technology reported preliminary, unaudited results for the quarter ended June 30, 2026, with revenue up 5.1% to $8.2 million and gross profit up 86% to $1.3 million from the prior quarter. The company also warned that a federal directive taking effect August 27, 2026 could block most of its foreign black mass sales, which it says make up the majority of total revenue and could have a material adverse effect.
Q4 FY26 revenue of $8.2 million, up 5.1% from $7.8 million in Q3 FY26
Gross profit of $1.3 million, up 86% from $0.7 million in Q3 FY26; cost of goods sold fell 2.8% to $6.9 million
Department of Commerce directive requires U.S. black mass sellers to allocate 100% of sales to U.S. persons, effective August 27, 2026; public comment period open until November 4, 2026
Company has submitted an exception request to BIS; there is no assurance it will be granted
Ross Stores reported second-quarter fiscal 2026 sales of $6.3 billion, up 13%, with comparable store sales up 10%. Diluted earnings per share were $2.66 versus $1.56 a year earlier, including an approximate $0.60 benefit from $253 million in IEEPA tariff refunds, and the company raised its third- and fourth-quarter and full-year 2026 earnings per share projections.
Q2 sales $6.3 billion, up 13% from $5.5 billion; comparable store sales up 10%
Diluted EPS $2.66 vs. $1.56 a year ago, including about $0.60 from tariff refunds; prior guidance was $1.85 to $1.93
Fiscal 2026 EPS projection raised to $8.61 to $8.77; Q3 comparable sales guidance 6% to 7%, Q4 4% to 5%
2026 new store plan raised to 115 locations; company remains on track to repurchase $1.275 billion of stock in fiscal 2026
Hovnanian reported fiscal third-quarter 2026 revenue of $705.7 million, down from $800.6 million a year earlier, and a net loss available to common stockholders of $4.5 million, or $0.70 per diluted share, compared with net income of $13.9 million, or $1.99 per share. Management said adjusted pretax results came in below its guided range, and it issued fourth-quarter guidance for revenue of $800 million to $900 million.
Q3 total revenues were $705.7 million versus $800.6 million in the prior-year quarter; the company said this was within its guidance range.
Net loss available to common stockholders was $4.5 million, or $0.70 per diluted share, versus net income of $13.9 million, or $1.99 per share, a year earlier.
Adjusted loss before income taxes was $2.3 million, compared with adjusted income of $39.8 million in the third quarter of fiscal 2025; adjusted EBITDA was $31.9 million, within guidance.
Fourth-quarter fiscal 2026 guidance: total revenues of $800 million to $900 million, adjusted income before income taxes of $15 million to $30 million, and adjusted EBITDA of $50 million to $65 million.
Exyn Technologies reported second-quarter 2026 revenue of $950 thousand, down from $1.4 million a year earlier, and a net loss of $6.9 million, up from $2.9 million, although gross margin rose to 46.9%. The same day, the company said Chief Operating Officer Ben Williams would serve as interim chief executive and independent director Gregory McNeal as chairman, following the resignation of Brandon Torres Declet as CEO and chairman, which adds leadership change to weaker results for shareholders.
Revenue was $950 thousand in Q2 2026 versus $1.4 million in Q2 2025; the company cited the timing of customer deployments.
Net loss was $6.9 million, or $1.55 per share, versus $2.9 million, or $2.22 per share, a year earlier.
Gross margin rose 630 basis points to 46.9%; cash and cash equivalents were about $7.8 million as of June 30, 2026.
Ben Williams was appointed interim CEO and Gregory McNeal chairman, both effective August 19, 2026.
Walmart reported second-quarter results for the three months ended July 31, 2026, with revenue of $187.9 billion, up 5.9%, and operating income up 28.8% to $9.4 billion. GAAP diluted earnings per share fell 9.1% to $0.80, a period that included $1.2 billion in other losses, while the company raised its fiscal 2027 adjusted EPS guidance to $2.80 to $2.87.
Q2 GAAP diluted EPS was $0.80, down from $0.88; adjusted EPS was $0.81 after excluding a $0.12 net loss on equity and other investments and a $0.11 net benefit from a tax matter.
Q2 operating income was $9.4 billion, up 28.8%, including the impact of tariff refunds received, partly offset by price investments.
FY27 adjusted EPS guidance is $2.80 to $2.87, up from $2.75 to $2.85 previously; net sales growth guidance is 4.0% to 5.0% in constant currency.
Q3 adjusted EPS is expected to be $0.62 to $0.64, with Q3 net sales growth of 3.0% to 3.75% in constant currency.
Deere reported third-quarter fiscal 2026 net income of $1.379 billion, or $5.10 per share, up from $1.289 billion, or $4.75 per share, a year earlier, on net sales and revenues up 5% to $12.608 billion. The company now forecasts fiscal 2026 net income of $4.75 billion to $5.00 billion, and nine-month net income fell 4% to $3.808 billion, so shareholders see a stronger quarter but a lower year-to-date profit.
Q3 net income $1.379 billion ($5.10 per share) vs. $1.289 billion ($4.75 per share) in Q3 2025
Q3 net sales and revenues rose 5% to $12.608 billion; nine-month net income fell 4% to $3.808 billion
Fiscal 2026 net income forecast set at $4.75 billion to $5.00 billion
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
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.
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)
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.
Keysight reported preliminary third-quarter fiscal 2026 results for the period ended July 31, 2026, with revenue of $1.85 billion and GAAP net income of $397 million, or $2.30 per share, compared with $1.35 billion and $1.10 per share a year earlier. The company also expects fourth-quarter revenue of $1.930 billion to $1.950 billion and non-GAAP earnings of $3.34 to $3.40 per share.
Q3 revenue was $1.85 billion, up from $1.35 billion in the third quarter of 2025; orders were $2.09 billion.
GAAP diluted EPS was $2.30 versus $1.10 a year earlier; non-GAAP diluted EPS was $3.07 versus $1.72.
Fourth-quarter fiscal 2026 guidance: revenue of $1.930 billion to $1.950 billion and non-GAAP EPS of $3.34 to $3.40.
Free cash flow was $403 million in the quarter, compared with $291 million a year earlier.
Mercury Systems reported fourth-quarter and fiscal 2026 results for the period ended July 3, 2026. Revenue grew, and bookings and backlog hit company records, but fourth-quarter GAAP net income fell to $1 million from $16 million a year earlier, and management said it is increasing its organic growth outlook without giving new figures.
Q4 fiscal 2026 revenue was $290 million, up from $273 million; bookings were $660 million, up 93.1%
Q4 GAAP diluted EPS was $0.01 versus $0.27 a year earlier; adjusted EBITDA was $49 million versus $51 million
Full-year revenue rose to $984 million from $912 million; GAAP net loss narrowed to $30 million ($0.50 per share) from $38 million
Backlog exceeded $1.9 billion, up 38.4% year over year; management said it is increasing its outlook for organic growth
Flexible Solutions International reported a second-quarter 2026 net loss of $1,912,967, or $0.15 per share, versus net income of $2,028,912, or $0.16 per share, a year earlier. Sales fell about 14% to $7,610,148, and management said scale-up costs for food-grade and Panama operations outweighed revenue so far, with the company expecting a return to profitability in Q3 2026.
Q2 2026 sales were $7,610,148, down about 14% from $8,867,132 in Q2 2025, which included a $2.5 million R&D payment not repeated in 2026.
Q2 2026 net loss was $1,912,967 ($0.15 per share), compared with net income of $2,028,912 ($0.16 per share) in Q2 2025.
Management guided that Panama revenue could reach $3 million, ENP revenue could exceed $5 million, and NanoChem revenue could exceed $4 million in Q3 2026.
Management expects to raise prices to customers in the third or fourth quarter unless oil prices fall significantly.
Elauwit Connection reported second-quarter 2026 revenue of $2.9 million, down 46% from $5.3 million a year earlier, and a net loss of $3.1 million, compared with $0.9 million in the prior-year quarter. The company attributed the revenue decline to the timing of construction projects, which it expects to weight toward the second half of 2026, and said contracted units rose 33% year over year to 42,687.
Q2 2026 revenue was $2.9 million, down from $5.3 million in Q2 2025; six-month revenue was $7.3 million, down from $10.8 million.
Q2 2026 net loss was $3.1 million ($0.47 per share), compared with $0.9 million ($0.17 per share) a year earlier.
Contracted units reached 42,687 at June 30, 2026, up 33% year over year; billed units rose 163% to 22,967.
As of June 30, 2026, cash and cash equivalents were $1.2 million and total debt was $2.2 million.
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