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).
KinderCare Education, a wholly-owned subsidiary, entered into an Amended and Restated Fifth Amendment to its master lease covering 545 center sites with landlord KCP RE LLC, effective August 11, 2026. The amendment extends lease terms to between December 31, 2033 and December 31, 2042 for most sites, but raises the cap on annual rent escalations from 10% to 12.5%, which increases the potential cost of future rent adjustments.
Schedule 1 (13 sites) was transferred to affiliate KCP RE II LLC under a new master lease ending December 31, 2029, at the same annual rent.
Lease expirations for Schedules 2 through 6 range from December 31, 2033 to December 31, 2042, with one five-year extension option for Schedules 4 through 6.
The escalation percentage is the lesser of 12.5% (previously 10%) or the applicable index increase, with adjustment dates from August 1, 2030.
Air T reported fiscal 2027 first-quarter results for the period ended June 30, 2026, with revenue up 63% to $115.5 million but an operating loss of $12.8 million compared with operating income of $0.8 million a year earlier. The company attributed the loss mainly to transaction and integration costs for Crestone's June 10 acquisition of Arena Aviation Capital and to depreciation from the fair-value step-up of the Rex aircraft fleet. Shareholders are seeing higher revenue alongside lower profitability in the quarter.
Q1 revenue was $115.5 million, up $44.6 million, or 63%, from the prior-year quarter.
Q1 operating loss was $12.8 million versus operating income of $0.8 million a year earlier; Adjusted EBITDA was $0.8 million, down 45% from $1.5 million.
Trailing twelve-month revenue was $371.7 million, up 25%, while the trailing twelve-month operating loss was $24.9 million.
Crestone acquired Arena Aviation Capital on June 10 for $33.9 million, including $21.7 million in cash and $12.2 million of contingent consideration; Blue Owl funded $10.0 million for preferred units representing 10.25% of the platform.
Air T reported fiscal first-quarter 2027 revenue of $115.5 million, up 63% from a year earlier, with $55.9 million coming from its Rex regional airline acquisition completed on December 18, 2025. The company swung to an operating loss of $12.8 million from operating income of $0.8 million a year earlier, and net loss per share was $5.86 versus $0.61, so higher sales did not translate into profit for shareholders.
Revenue $115.5 million, up $44.6 million or 63%; Rex contributed $55.9 million
Operating loss $12.8 million versus operating income of $0.8 million in the prior-year quarter
Net loss per share $5.86 versus $0.61; loss before income taxes $15.0 million versus $0.8 million
Adjusted EBITDA (a non-GAAP measure) $0.8 million versus $1.5 million; Regional Airline segment cited fuel expense of $11.8 million as the primary driver of its operating loss
Adagio Medical Holdings received a Nasdaq deficiency letter on August 13, 2026, saying it does not meet the minimum $2,500,000 stockholders' equity requirement for continued listing on the Nasdaq Capital Market. The company reported stockholders' equity of $(415,000) in its June 30, 2026 quarterly report, and the notice has no immediate effect on its listing. Shareholders should note the company must submit a compliance plan by September 28, 2026, and the company's filing cites going concern and financing risks.
Nasdaq notice received August 13, 2026 for stockholders' equity below $2,500,000 minimum
Reported stockholders' equity of $(415,000) in Form 10-Q for period ended June 30, 2026
Compliance plan due by September 28, 2026; Staff may grant up to 180 calendar days to regain compliance if plan is accepted
Company does not meet alternative standards of $35 million market value of listed securities or $500,000 net income
Optimum Communications received a New York Stock Exchange notice on August 13, 2026, because the average closing price of its Class A common stock fell below $1.00 over 30 consecutive trading days. The notice has no immediate effect on the stock's listing, but if the company does not regain compliance within six months, the NYSE will begin procedures to suspend and delist the shares.
NYSE notice received August 13, 2026, under Section 802.01C of the NYSE Listed Company Manual
Company has six months from receipt to regain compliance by meeting the $1.00 minimum closing and 30-day average price test
Company intends to monitor the share price through February 13, 2027; board will consider other options if compliance appears unlikely
Curing the price condition through an action requiring stockholder approval would need approval no later than the next annual meeting
Solana Company reported a second-quarter 2026 net loss of $30.3 million, or $0.38 per share, compared with a net loss of $9.8 million in the prior-year quarter. Revenue rose to $2.5 million, mainly from staking on its SOL holdings, but operating expenses reached $35.1 million, including $6.8 million of severance tied to the divestiture of its legacy PoNS medical device business.
Q2 2026 revenue was $2.5 million, almost all staking revenue, versus $43 thousand a year earlier
Q2 2026 net loss was $30.3 million, or $0.38 per share, versus $9.8 million in the prior-year quarter
General and administrative expenses were $11.1 million, including $6.8 million of severance tied to the PoNS divestiture
Total assets were $176.1 million at June 30, 2026, down from $303.9 million at December 31, 2025, and cash was $3.6 million
Cerenome reported second quarter 2026 results on August 14, 2026. Grant revenue fell to $0.4 million from $1.4 million a year earlier, the operating loss widened to $9.1 million from $1.5 million, and the company posted a net loss of $9.0 million, or $1.31 per basic share, compared with net income of $5.2 million in the prior-year quarter, which included a $6.5 million gain from a change in fair value of derivative instruments. Cash and investments totaled $8.6 million at June 30, 2026, and the company affirmed its 2026 milestones and outlook without changes.
Operating loss was $9.1 million in Q2 2026 versus $1.5 million in Q2 2025, which the company attributes mainly to expansion of CNSide commercial operations and funding of the REYOBIQ Phase 2 trial.
Net loss was $9.0 million, or $1.31 per basic share, versus net income of $5.2 million, or $0.62 per basic share, in Q2 2025.
Cash, cash equivalents and investments were $8.6 million as of June 30, 2026.
The company affirmed its 2026 milestones, including ReSPECT-GBM data expected in Q1 2027.
U.S. Physical Therapy appointed Nchacha Etta as Executive Vice President and Chief Financial Officer, effective September 1, 2026, ending Jason Curtis's role as interim CFO. Etta's employment agreement sets a $625,000 base salary and equity grants of about $550,000 and $200,000, with severance and change-in-control benefits that shareholders may want to note.
Base salary of $625,000 per year, plus discretionary bonuses set by the Board or compensation committee
Initial restricted stock grant of about $550,000 vesting in equal quarterly installments over four years
Change-in-control benefit of $283,333; termination without cause or for good reason triggers two years of base pay plus bonus-related payments
Jason Curtis, SVP Finance and Accounting, stops serving as interim CFO and remains SVP
On August 12, 2026, Reed's received a notice from NYSE American that it is below the $2.0 million stockholders' equity requirement and is not eligible for an exemption. NYSE American accepted the company's compliance plan that day, with a deadline of November 29, 2027 to regain compliance, and the company will face periodic reviews and possible delisting proceedings if it falls short.
Company reported a stockholders' deficit of $(1.5) million, below the $2.0 million NYSE American minimum.
NYSE American accepted the compliance plan, submitted June 26, 2026, on August 12, 2026.
Company must regain compliance by November 29, 2027, or NYSE American will initiate delisting proceedings as appropriate.
Shares continue to trade as REED with a ".BC" (below compliance) designation.
Barfresh reported second quarter 2026 revenue of $4.7 million, up 190% year over year, driven by the Arp's Dairy acquisition. The company also reported a gross loss, a net loss of $1.9 million and an Adjusted EBITDA loss of $1.2 million, and it revised its full year 2026 guidance lower, citing slower production efficiency gains at its existing facility.
Q2 2026 revenue was $4.7 million, up from $1.6 million in Q2 2025, with a gross loss of $150,000 versus gross profit of $506,000 a year earlier.
Q2 2026 net loss was $1.9 million, compared with $880,000 in Q2 2025; Adjusted EBITDA loss was $1.2 million, compared with $600,000.
FY 2026 revenue guidance is $23 million to $26 million, or 62% to 83% growth; FY 2026 Adjusted EBITDA guidance is negative $1.0 million to $2.0 million.
The company expects Adjusted EBITDA of negative $0.5 million to breakeven in the second half of 2026.
Centerspace completed the sale of 14 multifamily apartment communities and a note receivable, with aggregate gross proceeds of approximately $318.8 million, under a portfolio optimization and deleveraging plan. The company says it expects to use the proceeds to reduce debt and may pay a special distribution of about $50.0 million to $60.0 million to shareholders, though the distribution has not been declared.
Four purchase agreements with three unaffiliated buyers covered 14 communities in Denver, Minnesota, Rapid City, South Dakota, and Bismarck, North Dakota, plus a note receivable.
The Denver, Minnesota, and Rapid City transactions closed in staggered closings in June and July 2026; the Bismarck transaction closed on August 11, 2026.
The company paid $25 million on its unsecured credit facility after the Denver closing and expects to use net proceeds to repay the remaining balance.
The company determined the transactions together constituted a significant disposition of assets; a potential special distribution of $50.0 million to $60.0 million is under evaluation.
Martin Marietta issued $5.5 billion of senior unsecured notes in five series maturing 2029 through 2056, with the proceeds, along with a $1.5 billion term loan, earmarked for the cash purchase of Lhoist North America. The notes carry a special mandatory redemption at 101% of principal if the acquisition is not completed or is abandoned, which adds a repayment risk for shareholders if the deal falls through.
Five series totaling $5.5 billion: $750 million due 2029, $1.25 billion due 2032, $1 billion due 2034, $1.5 billion due 2036 and $1 billion due 2056
Coupons range from 4.850% (2029 notes) to 6.375% (2056 notes)
Proceeds plus a $1.5 billion senior unsecured term loan will pay the cash consideration for the Lhoist North America acquisition
Closing of the offering is expected in the third quarter of 2026, subject to customary conditions
Femasys reported that quarterly sales fell 18.9% to $331,827 in the quarter ended June 30, 2026, mainly due to lower FemVue sales, while the quarterly net loss narrowed slightly to $4.47 million from $4.59 million. The company had about $1.4 million of cash at June 30, 2026, and completed a $30 million private placement after quarter-end, which it says gives it resources for its commercial and clinical plans and restored Nasdaq listing compliance.
Quarterly sales were $331,827, down $77,441 or 18.9% from $409,268 a year earlier; six-month sales rose 0.8% to $756,716.
Quarterly net loss was $4,469,095, or $(1.33) per share, versus $4,585,922, or $(3.18) per share, a year earlier; six-month net loss was $3,622,995 versus $10,482,761.
Cash and cash equivalents were about $1.4 million at June 30, 2026, with a $30 million private placement completed after the quarter, which could bring up to $90 million if warrants are fully exercised.
The company said it regained compliance with Nasdaq Listing Requirements and appointed John Canning as Chief Operating Officer.
On August 13, 2026, the NYSE told SES AI that it will start proceedings to delist the company's public warrants and immediately suspend their trading for an abnormally low selling price. The warrants, ticker SES WS, carry a $11.50 exercise price and each is exercisable for one Class A share. Trading in the Class A common stock under SES continues and is unaffected.
NYSE notice received August 13, 2026, under Section 802.01D of the NYSE Listed Company Manual
Warrants (ticker SES WS) trading suspended immediately; delisting requires SEC application and completion of procedures
Each warrant exercisable for one Class A share at $11.50 per share
Class A common stock (SES) continues trading on the NYSE
Data Storage Corp reported second-quarter 2026 sales of $358,530, up from $327,951 a year earlier, while its net loss attributable to common stockholders widened to $1,225,515 from $733,049. The company completed a tender offer that cut its share count and said it is evaluating acquisitions of recurring-revenue technology businesses, with about $9.3 million in cash and marketable securities and no long-term debt.
Q2 2026 sales rose to $358,530 from $327,951; loss from operations widened to $1,282,070 from $950,762.
Loss per share attributable to common stockholders was $(0.55) for the quarter versus $(0.10) a year earlier.
Six-month share repurchases in connection with the tender offer totaled $29,528,957; treasury stock stood at 5,625,129 shares at June 30, 2026.
Cash and cash equivalents plus marketable securities were about $9.3 million at June 30, 2026, with no long-term debt, according to management.
Cue Biopharma reported a second quarter 2026 revenue increase to $7.9 million from $3.0 million, but its net loss grew to $153.1 million from $8.5 million. The company attributed the larger loss mainly to one-time non-cash losses and expenses tied to its CUE-221 license agreement with Ascendant, and it had $17.4 million in cash at June 30, 2026 before a $50 million private placement completed after quarter end.
Second quarter revenue was $7.9 million, versus $3.0 million a year earlier, driven by a preclinical milestone under the Boehringer Ingelheim collaboration.
Net loss was $153.1 million, or $24.14 per share, versus $8.5 million, or $2.67 per share, in the second quarter of 2025.
Cash and cash equivalents were $17.4 million at June 30, 2026; a $50 million private placement was completed after quarter end.
Phase 2 data readout for CUE-221 in Chronic Spontaneous Urticaria is anticipated by the end of the third quarter of 2026.
Upland Software reported second quarter 2026 revenue of $49.1 million, down 8% year over year, and a GAAP net loss of $35.3 million after a non-cash goodwill impairment. The company cut its full-year 2026 revenue and Adjusted EBITDA outlook relative to 2025, with both expected to decline at the midpoint, so shareholders face weaker reported results and a lower near-term earnings base.
Q2 2026 total revenue was $49.1 million, down from $53.4 million, mainly due to divestitures completed in 2025.
GAAP net loss was $35.3 million versus $13.0 million a year earlier, driven by a $35.2 million non-cash impairment of goodwill and other intangibles recorded in June 2026.
Full-year 2026 revenue guidance is $190.1 million to $196.1 million, an 11% decline at the midpoint; Adjusted EBITDA guidance is $49.8 million to $52.8 million, a 12% decline at the midpoint.
Adjusted EBITDA was $12.8 million in Q2 2026 versus $13.6 million a year earlier, and cash on hand was $31.0 million at June 30, 2026.
Proficient Auto Logistics completed its acquisition of Hansen & Adkins on August 13, 2026, paying an upfront price of about $130 million including about $75 million of assumed debt, with the balance paid in about $52 million of cash and 421,354 new common shares. The company also completed a $75.0 million private offering of 5.500% convertible senior notes due 2033, with an initial conversion price of about $6.50 per share, and the filing notes that new shares and conversions could dilute existing holders.
Hansen & Adkins acquisition completed August 13, 2026; upfront price about $130 million, including about $75 million of assumed debt
About $52 million paid in cash and 421,354 common shares issued to Steven Hansen; earnout of up to about $22.1 million, of which $2 million is payable in shares
$75.0 million 5.500% convertible senior notes due August 15, 2033; initial conversion price about $6.50 versus a $5.10 last sale price on August 11, 2026
Capped call transactions cost about $9.2 million; company estimates net note proceeds of $71.4 million and intends to use them to refinance indebtedness
Space Exploration Technologies Corp. completed its merger with Anysphere, Inc. (Cursor) on August 14, 2026, making Cursor a wholly owned subsidiary. Cursor's stock and vested restricted stock units were converted into the right to receive Class A common stock, based on an implied Cursor equity value of $60.0 billion. The filing does not state what percentage of the company's shares this represents, so the dilution to existing shareholders cannot be determined from this filing.
Merger became effective August 14, 2026, under a merger agreement dated June 16, 2026
Cursor common and preferred stock converted into 389,289,254 Class A shares, based on an implied equity value of $60.0 billion
Vested Cursor restricted stock units converted into 1,752,426 Class A shares before tax withholding
Unvested restricted stock units and stock options were assumed, covering about 29,128,326 restricted stock units and about 44,365,047 stock options
Replimune reported a fiscal first-quarter 2027 net loss of $69.8 million, or $0.72 per share, down from $86.7 million, or $0.95 per share, a year earlier, as research and development and selling, general and administrative expenses both fell. The company also said the FDA granted accelerated approval for TUDRIQEV on August 6, 2026, and expects product in the market within 60 days, while cash declined to $195.3 million at June 30, 2026.
Net loss was $69.8 million ($0.72 per share) for the quarter ended June 30, 2026, versus $86.7 million ($0.95 per share) a year earlier.
R&D expenses were $49.3 million versus $57.8 million, and SG&A expenses were $19.0 million versus $32.6 million.
Cash, cash equivalents and short-term investments were $195.3 million at June 30, 2026, down from $268.9 million at March 31, 2026; the company cites $141.0 million in net proceeds from an August 2026 stock issuance.
The FDA granted accelerated approval for TUDRIQEV on August 6, 2026; Michelle DiNapoli was appointed Chief Commercial Officer, effective August 18, 2026.
Galectin Therapeutics reported its June 30, 2026 quarterly results, with a net loss applicable to common stockholders of $9.2 million, or $0.14 per share, up from $7.6 million, or $0.12 per share, a year earlier. The increase was mainly due to a $3.2 million charge for the change in fair value of derivative liabilities, and the company also reported that a $105.8 million debt conversion into common stock strengthened its balance sheet and that it reached FDA alignment on its planned Phase 3 trial.
Q2 2026 net loss applicable to common stockholders was $9.2 million, or $0.14 per share, versus $7.6 million, or $0.12 per share, in Q2 2025
Chairman Richard Uihlein's conversion of about $105.8 million in debt and accrued interest into 34,376,167 common shares took effect July 31, 2026
Cash and cash equivalents were $13.2 million at June 30, 2026, with $10 million remaining under the chairman's line of credit; the company expects cash to fund planned operations through June 2027
The company expects to submit the registrational Phase 3 protocol for belapectin in the third quarter of 2026
LanzaTech reported second-quarter 2026 net income of $184.3 million, compared with a net loss of $32.5 million a year earlier, mainly because of a $208.1 million non-cash unrealized gain on its SGLT investment. Revenue slipped to $9.0 million from $9.1 million, while operating expenses fell to $11.7 million from $35.1 million and Adjusted EBITDA loss narrowed to $7.6 million from $29.7 million. The company also reintroduced 2026 guidance, with full-year revenue of $50 million to $55 million and full-year Adjusted EBITDA of $(22) million to $(26) million.
Net income of $184.3 million versus a net loss of $32.5 million, driven by the $208.1 million non-cash gain on the SGLT investment
Revenue of $9.0 million, down from $9.1 million; operating expenses of $11.7 million, down from $35.1 million
Adjusted EBITDA loss of $7.6 million, compared with $29.7 million in the second quarter of 2025
Reintroduced guidance: third-quarter 2026 revenue of $8 million to $11 million; full-year 2026 revenue of $50 million to $55 million and Adjusted EBITDA of $(22) million to $(26) million
Neumora reported a second-quarter 2026 net loss of $43.1 million, down from $52.7 million a year earlier, as research and development and general and administrative expenses declined. On the same day, President Joshua Pinto became chief executive officer effective August 14, 2026, succeeding Paul L. Berns, who becomes Executive Chairperson. The company said its $116.8 million in cash and cash equivalents is expected to support operations into the third quarter of 2027.
Q2 2026 net loss was $43.1 million, compared with $52.7 million in Q2 2025.
R&D expense was $29.3 million (Q2 2025: $38.7 million); G&A expense was $12.9 million (Q2 2025: $15.3 million).
Joshua Pinto, Ph.D., succeeds Paul L. Berns as CEO effective August 14, 2026, and was appointed a Class III director.
Cash and cash equivalents were $116.8 million as of June 30, 2026, expected to fund operations into the third quarter of 2027.
At an August 12, 2026 extraordinary meeting, shareholders approved amendments that allow RF Acquisition Corp II to extend its deadline to complete a business combination from August 15, 2026 up to six one-month extensions, to February 15, 2027. Each extension requires a $75,000 deposit into the trust account, recorded as a non-interest bearing, unsecured promissory note payable upon a business combination. Holders of 833,157 shares redeemed for about $9,277,866.57, leaving about $44,522,115.92 in the trust account.
Shareholders approved the Articles Amendment and Trust Agreement Amendment on August 12, 2026, with 6,767,656 votes for and 260,877 against each, and no abstentions.
Up to six one-month extensions from August 15, 2026, to February 15, 2027, with a $75,000 trust deposit for each monthly extension.
Holders of 833,157 shares redeemed for about $9,277,866.57 (about $11.13 per share); about $44,522,115.92 remains in the trust account.
The company gave up its right to withdraw up to $100,000 of trust interest to pay liquidation and dissolution expenses; 3,998,108 ordinary shares remain outstanding after the redemption.
EDAP TMS agreed on August 11, 2026 to sell 8,425,000 American Depositary Shares at $4.75 each in an underwritten public offering, with closing expected August 14, 2026. Expected net proceeds of about $37.1 million will fund operating costs, capital expenditures and general corporate purposes, including working capital. The sale adds new shares that will dilute existing holders, and the underwriters hold a 30-day option to buy up to 1,263,750 more ADSs.
8,425,000 ADSs offered at $4.75 per ADS before underwriting discounts and commissions
Expected net proceeds of about $37.1 million, before any sale under the underwriters' option
Underwriters hold a 30-day option to buy up to 1,263,750 additional ADSs
Executive officers and directors agreed to a 90-day lock-up, subject to exceptions and waiver by the representatives
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.