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).
Ulta Beauty reported second-quarter fiscal 2026 results with net sales up 8.9% to $3.0 billion and diluted EPS up 13.3% to $6.55. The company raised its fiscal 2026 diluted EPS outlook to $28.70 to $29.00 from $28.36 to $28.80 and increased its fiscal 2026 stock repurchase plan to $1.8 billion from $1.5 billion, which matters to shareholders because it signals stronger expected profit and more capital returned to them.
Net sales rose 8.9% to $3.0 billion, while comparable sales increased 3.8% for the quarter ended August 1, 2026.
Operating income increased 10.1% to $379.6 million; gross margin slipped to 39.1% from 39.2%.
Updated fiscal 2026 diluted EPS outlook is $28.70 to $29.00, up from $28.36 to $28.80.
Fiscal 2026 repurchase plan increased to $1.8 billion from $1.5 billion; $1.0 billion remained under the $3.0 billion program as of August 1, 2026.
Rubrik reported second-quarter fiscal 2027 revenue of $427.3 million, up 38% from a year earlier, and a GAAP net loss of $(0.30) per share, narrower than $(0.49) a year earlier. The company raised guidance for all guided metrics for fiscal 2027 and said results exceeded all guided metrics. The board also added Rakefet Russak-Aminoach as a director, expanding the board from eight to nine members.
Q2 total revenue $427.3 million, up 38% from $309.9 million; subscription ARR $1.66 billion, up 33% year over year
GAAP net loss per share $(0.30) vs $(0.49); non-GAAP diluted net income per share $0.20 vs $(0.03)
Fiscal 2027 revenue guidance $1,685 million to $1,693 million; free cash flow guidance $323 million to $333 million
Rakefet Russak-Aminoach appointed Class I director effective August 26, 2026, with a term expiring at the 2028 annual meeting
Build-A-Bear reported second-quarter fiscal 2026 total revenues of $115.3 million, down from $124.2 million, and diluted EPS of $0.70, down from $0.94. The company lowered its fiscal 2026 revenue outlook to $500 million to $525 million and its pre-tax income outlook to $60 million to $68 million. The company also terminated Chief Growth Officer David Henderson without cause, effective August 26, 2026.
Second-quarter total revenues were $115.3 million, down from $124.2 million, and pre-tax income was $11.6 million, down from $15.3 million.
Second-quarter diluted EPS was $0.70, compared with $0.94 a year earlier.
Fiscal 2026 revenue outlook was lowered to $500 million to $525 million, and pre-tax income outlook to $60 million to $68 million, including an approximately $7 million IEEPA tariff refund.
Chief Growth Officer David Henderson was terminated without cause on August 26, 2026, with severance of $501,500 payable over 12 months.
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.