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).
Donaldson reported record fourth-quarter fiscal 2026 sales of $1.1 billion, up 8.0%, and GAAP diluted EPS of $1.10, up 13.4%. For fiscal 2027 it forecasts sales growth of 5.5% to 9.5% and EPS of $4.22 to $4.38, compared with fiscal 2026 GAAP EPS of $3.85, reflecting dilution from the Facet acquisition.
Q4 fiscal 2026 sales $1,058.8 million, up 8.0%; GAAP diluted EPS $1.10 versus $0.97; adjusted EPS $1.15 versus $1.03
Full-year fiscal 2026 sales $3.9 billion, up 5.3%; GAAP EPS $3.85, up 26.2%; adjusted EPS $3.98, up 8.2%
Fiscal 2027 guidance: EPS $4.22 to $4.38, including about $0.12 of dilution from Facet; operating margin 16.6% to 17.2%
Full-year fiscal 2026 cash used in acquisitions was $822.6 million, and long-term debt rose to $1,280.0 million from $630.4 million
Exyn Technologies said its former CEO and Chairman, Brandon Torres Declet, resigned effective August 19, 2026, after an internal investigation found about $286,000 in personal expenses charged to a company credit card and recorded as business expenses. Benjamin Williams was named interim CEO and Gregory McNeal became non-executive chairman. Shareholders face a leadership change and a governance problem tied to expense controls and financial records.
Declet agreed to repay the approximately $286,000 in Personal Travel Expenses, and the company agreed to hold off on immediately pursuing legal action to recover them.
Declet will receive no severance, option acceleration, or other special treatment of vested equity under the Separation Agreement dated August 25, 2026.
Benjamin Williams, the company's COO since May 2019, was appointed interim CEO; his base salary was raised from $294,000 to $355,000.
Gregory McNeal, an existing director, was appointed non-executive chairman with an additional cash retainer of $35,000.
Ensysce Biosciences said Nasdaq determined on August 25, 2026 that it complies with the $2.5 million stockholders' equity requirement, but the company remains subject to delisting if it does not evidence compliance in its next periodic report. Nasdaq also granted an extension on the minimum bid price rule to February 22, 2027, and said the Cy Biopharma transaction triggers a change of control requiring the post-transaction company to meet initial listing criteria, with trading suspension possible if it does not.
Nasdaq determined on August 25, 2026 that the company complies with the $2.5 million stockholders' equity requirement, but delisting remains possible if compliance is not evidenced in the next periodic report
Nasdaq granted an additional 180 calendar days, until February 22, 2027, to regain the $1.00 minimum bid price requirement
Nasdaq said the Cy Biopharma transaction, completed August 5, 2026, is a change of control requiring an initial listing application; failure could lead to trading suspension
The company intends to submit an initial listing application in a timely manner
Hope Bancorp and Bank of Hope signed an extension of CEO Kevin S. Kim's employment agreement on August 24, 2026, keeping him as President and CEO of the company and CEO of the bank. The extension sets the initial term end date at August 31, 2031, and caps automatic renewals at August 31, 2033. The filing discloses continuity in top leadership and a longer contract term but no change in pay or other financial terms.
Extension signed August 24, 2026 with CEO Kevin S. Kim
Initial term of the employment agreement now ends August 31, 2031, unless sooner terminated
Automatic renewals cannot extend the term beyond August 31, 2033
Renasant Corporation said Catherine Mealor, a Managing Director at Keefe, Bruyette & Woods, will join as Executive Vice President and Chief Financial Officer on October 5, 2026, and become CFO on January 1, 2027. James C. Mabry IV, CFO since August 2020, will retire as CFO on December 31, 2026, and the Board intends to nominate him as a director at the 2027 Annual Meeting of Shareholders.
Mealor joins October 5, 2026 and becomes CFO of Renasant and Renasant Bank on January 1, 2027.
Mealor's employment agreement sets a $600,000 base salary, a $400,000 cash signing award and stock valued at $450,000, and a two-year initial term.
Her target annual bonus is 75% of base salary under the Performance-Based Rewards Plan, starting with periods on or after January 1, 2027.
Mabry will serve as Executive Advisor from January 1, 2027 and is expected to serve in that role until the 2027 Annual Meeting.
On August 25, 2026, Huntsman stockholders voted to adopt the Merger Agreement with Olin Corporation, with 131,502,454 votes for and 1,828,828 against. The companies will implement the combination as a direct merger, and the transaction is expected to close in the first half of 2027, subject to regulatory approvals and other closing conditions.
Merger proposal: 131,502,454 for, 1,828,828 against, 378,859 abstentions
Advisory vote on merger-related executive pay: 117,592,172 for, 15,456,713 against, 661,256 abstentions
Quorum of 133,710,141 votes, or 76.23% of the 175,381,417 shares entitled to vote as of the July 9, 2026 record date
Expected closing in the first half of 2027, subject to required regulatory approvals
Exelon announced an executive reshuffle. Robert Kleczynski becomes Chief Financial Officer on Oct. 5, 2026, succeeding Jeanne Jones, who becomes Executive Vice President of Finance and Strategy. Mike Innocenzo, Chief Operating Officer and PECO's interim president and CEO, will depart in 2027 on a date to be determined. In the same filing, Exelon reaffirmed its 2026 adjusted operating earnings guidance of $2.81-$2.91 per share.
Robert Kleczynski becomes CFO and principal financial officer effective Oct. 5, 2026, with a base salary of $650,000 and a long-term incentive target of $1,765,000
Michael Innocenzo will leave his roles as Chief Operating Officer, PECO president and CEO, and ComEd board chair in 2027, date to be determined
Exelon reaffirmed 2026 adjusted operating earnings guidance of $2.81-$2.91 per share and expects 2025-2029 adjusted operating earnings growth near the top of the 5 to 7 percent range
Syntec Optics' Audit Committee dismissed CBIZ CPAs as its independent auditor effective August 19, 2026, and appointed WithumSmith+Brown, PC as successor. The filing discloses several material weaknesses in internal control over financial reporting that CBIZ CPAs identified, including gaps in journal entry review, related-party transaction controls and cybersecurity-related IT controls.
Audit Committee approved the dismissal of CBIZ CPAs P.C. and the appointment of WithumSmith+Brown, PC on August 19, 2026
CBIZ CPAs' audit report on fiscal 2025 financial statements contained no adverse opinion, disclaimer, or qualification
Reportable events include material weaknesses in journal entry review, account reconciliations, related-party transactions, non-routine transactions and IT general controls
Withum's engagement begins with the review of the quarter ending September 30, 2026 and covers the fiscal 2026 audit
Shareholders of Future Vision II Acquisition Corp. approved amending its governing documents at an August 21, 2026 meeting, extending the deadline to complete a business combination to September 13, 2026, with monthly extensions up to September 13, 2027. Holders of 1,866,403 public shares tendered them for redemption, with an aggregate payment of approximately $20,586,425.09 (about $11.3 per share) from the trust account, leaving approximately $42,868,763.91 in the trust.
Proposals 1 and 2 each received 5,288,386 votes for and 630,276 against, with no abstentions
Deadline extended to September 13, 2026, with up to twelve one-month extensions to September 13, 2027
1,866,403 public shares tendered for redemption; 3,883,597 ordinary shares remain outstanding
The company continues to work toward its merger with MicroTouch Technology Inc., under a merger agreement dated January 16, 2026
DLH Holdings disclosed agreements with former President and CEO Zachary C. Parker, who left the role effective June 30, 2026. The filing sets out a separation agreement, a $187,550 transition advisory contract through September 30, 2026, and a consulting arrangement starting October 1, 2026 with equity grants valued at $850,000 in total.
Parker's employment ended June 30, 2026; he remains a non-employee board member through his current term.
Advisory agreement pays Z Parker Enterprises LLC an aggregate $187,550 in three monthly installments, effective July 1, 2026.
Consulting agreement runs October 1, 2026 through September 30, 2027, with 142,857 RSUs valued at $750,000 and 19,047 PSUs valued at $100,000.
Ryman Hospitality Properties and its operating partnership issued $700 million of 6.250% Senior Notes due 2035 under a new indenture dated August 25, 2026. Proceeds are intended to help fund an approximately $1.38 billion acquisition of the JW Marriott Orlando Grande Lakes Resort and The Ritz-Carlton Orlando, Grande Lakes, with the rest coming from a recent stock offering and cash on hand. The added debt increases the company's borrowing obligations, and the notes must be redeemed if the acquisition is not completed.
$700 million aggregate principal of 6.250% Senior Notes due February 15, 2035
Proceeds intended to fund part of an approximately $1.38 billion purchase of the Orlando Grande Lakes properties
Balance funded by proceeds of a 5,865,000-share offering at $117.00 per share, closed August 12, 2026, and cash on hand
Notes subject to special mandatory redemption at 100% of issue price plus accrued interest if the acquisition is not completed
Sun Communities appointed Robert A. Garechana, currently executive vice president and chief investment officer at Equity Residential, as its new chief financial officer, effective September 8, 2026. Current CFO Fernando Castro-Caratini moves to an advisory role through October 31, 2026, and the company will pay him severance under his existing agreement.
Garechana, age 47, was Equity Residential's CFO from 2018 to 2025 and its treasurer from 2008 to 2018.
Base salary is $625,000, with a target annual bonus of 150% of base salary.
Start-date equity grant has a target grant date value of $2,500,000, with 30% time-vesting over three years and 70% performance-vesting after three years.
Castro-Caratini remains an advisor through October 31, 2026.
Electromed reported record fiscal 2026 results, with net revenues up 15.3% to $73.8 million and net income up to $11.3 million, or $1.30 per diluted share. The company also said CEO and director Jim Cunniff plans to retire on or about April 2, 2027, and the board has begun a search for his successor.
FY 2026 net revenues rose 15.3% to $73.8 million; operating income rose 43.7% to $13.9 million
Q4 FY 2026 net income rose 54.3% to $3.4 million, or $0.39 per diluted share
Cash from operations fell to $9.7 million from $11.4 million; the company repurchased $3.9 million of stock
CEO Jim Cunniff expects to retire on or about April 2, 2027 and will leave the board upon retirement
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.
Manitowoc filed an 8-K furnishing an investor presentation for the Midwest IDEAS Investor Conference on August 26, 2026, which includes updated 2026 full-year guidance. The updated ranges are higher than prior guidance for net sales, adjusted EBITDA and adjusted diluted net loss per share, with adjusted EBITDA including a $16 million net benefit from tariff refunds.
Updated 2026 net sales guidance is $2.3 billion to $2.4 billion, up from $2.25 billion to $2.35 billion.
Updated adjusted EBITDA guidance is $150 million to $170 million, including a $16 million net benefit from tariff refunds, up from $125 million to $150 million.
Updated adjusted diluted net loss per share guidance is $0.80 to $1.20, up from $0.45 to $0.90.
The presentation is scheduled for Wednesday, August 26, 2026, at 12:15 PM ET, and the company states $29 million remains on its approved share repurchase plan.
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.
Maison Solutions Inc. (Nasdaq: MSS) received a Nasdaq letter on August 20, 2026, saying it is not in compliance with listing rules because it did not timely file its Form 10-K for the fiscal year ended April 30, 2026. The letter has no immediate effect on the listing of the Class A common stock, which continues to trade on The Nasdaq Capital Market, but the company must still submit a compliance plan.
Nasdaq cited Listing Rule 5250(c)(1), which requires timely filing of periodic reports, after the Form 10-K for the year ended April 30, 2026 was not filed on time.
The company has until October 19, 2026 to submit a plan to regain compliance.
If Nasdaq accepts the plan, it may grant an exception until February 9, 2027; if not, the company may appeal to a Nasdaq Hearings Panel.
The company said it is working diligently to complete the Form 10-K and intends to submit the plan within the 60-day period.
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.
Zymeworks announced that its partner Jazz Pharmaceuticals received FDA approval for two Ziihera regimens as first-line treatment of HER2-positive gastroesophageal adenocarcinoma. Zymeworks earned a $250 million milestone payment from Jazz on the approval and remains eligible for up to $1.3 billion in further milestones plus tiered royalties of 10% to 20% on Jazz's net sales. The filing does not report revenue, profit or guidance figures for the period.
FDA approved Ziihera plus tislelizumab and chemotherapy, and Ziihera plus chemotherapy, as first-line HER2+ GEA treatments, announced August 25, 2026
Zymeworks earned a $250 million milestone payment from Jazz; total payments from Jazz are $650 million to date
Zymeworks remains eligible for up to $1.3 billion in additional Jazz milestones and up to $144 million in BeOne milestones
DICK'S reported second-quarter 2026 GAAP net sales of $5.6 billion, up from $3.6 billion a year earlier, mainly because of the Foot Locker acquisition, while GAAP earnings per diluted share fell 26% to $3.50. The company lowered its full-year 2026 Foot Locker comparable sales and operating income outlook, citing challenging athletic footwear conditions, but kept its DICK'S Business comparable sales outlook unchanged, which matters to shareholders because Foot Locker now makes up a large share of results.
Q2 GAAP EPS $3.50 vs. $4.71 a year earlier; non-GAAP EPS $3.53 vs. $4.38; 9.6 million shares issued for Foot Locker dilute per-share results.
DICK'S Business comparable sales rose 4.9%; Foot Locker proforma comparable sales fell 3.6%.
Full-year 2026 outlook: Foot Locker comparable sales now negative 2.0% to 0.0% and Foot Locker segment loss of $(80) million to $(40) million; DICK'S comparable sales outlook maintained at 2.5% to 4.0%.
Quarterly dividend of $1.25 per share, payable September 25, 2026, to holders of record on September 11, 2026.
Madison Air Solutions agreed to sell 90,108,130 Class A common shares at $24.97 each in a private placement expected to bring in about $2.25 billion before fees, with closing expected on or about September 1, 2026. The company says the proceeds will fully fund the equity portion of its acquisition of ebm-papst entities, for which estimated total cash payable at closing is $5.0 billion. Chairman Larry Gies and an affiliated entity, Madison Solutions LLC, are buying a combined $620.0 million of the shares, and the filing notes the sale may dilute existing stockholders.
Sale of 90,108,130 Class A shares at $24.97 per share, with gross proceeds expected to be about $2.25 billion
Larry Gies agreed to buy $300.0 million of shares; Madison Solutions LLC agreed to buy $320.0 million
Expected closing on September 1, 2026; proceeds fund the equity portion of the ebm-papst acquisition, with estimated total cash payable at closing of $5.0 billion
Shares must be registered for resale within 90 calendar days after closing; Gies and Madison Solutions shares are locked up for one year
Targa Resources said its board appointed Benjamin J. Branstetter, currently President of Logistics and Transportation, as Chief Financial Officer effective September 1, 2026, succeeding William A. Byers, who is retiring from the role. The company also named Brent B. Secrest as President of Logistics and Transportation effective the same day, and Byers' separation terms forfeit some of his unvested 2025 and 2026 equity awards.
Branstetter becomes CFO effective September 1, 2026, with a base salary increase to $600,000 and an annual long-term incentive award of 400% of base salary, first applying to the 2027 award.
Byers retires as CFO effective September 1, 2026, and stays as a non-executive employee through December 31, 2026.
Byers' separation agreement forfeits his 2025 PSU awards and all 2026 RSU and PSU awards, while his 2024 and 2025 RSU and 2024 PSU awards remain outstanding.
Brent B. Secrest, formerly Executive Vice President and Chief Commercial Officer at Enterprise Products Holdings LLC until May 2025, takes the President – Logistics and Transportation role effective September 1, 2026.
Citi Trends reported second-quarter fiscal 2026 net sales up 10.9% to $211.6 million, with comparable store sales up 10.5%. The company posted a net loss of $0.9 million, or $0.11 per diluted share, compared with net income of $3.8 million a year earlier, which included an $11.0 million gain on a building sale. It raised its fiscal 2026 adjusted EBITDA outlook to $38 million to $42 million, which signals higher expected profitability for the year.
Q2 net sales of $211.6 million rose $20.9 million, or 10.9%, from Q2 2025; comparable store sales rose 10.5%.
Q2 net loss of $0.9 million ($0.11 per diluted share) compares with net income of $3.8 million ($0.46 per diluted share) in Q2 2025, which included an $11.0 million gain on the Savannah office building sale.
Fiscal 2026 adjusted EBITDA outlook raised to $38 million to $42 million from $35 million to $40 million; comparable store sales growth outlook raised to 9% to 11%.
First-half net income was $6.8 million; cash was $55.9 million at quarter-end with no debt.
On August 24, 2026, SPAC Bleichroeder Acquisition Corp. III (Mach X) signed a business combination agreement with defense company Ursa Major Technologies, Inc. Ursa Major would merge into a wholly owned subsidiary of Mach X, with an aggregate purchase price of $1.6 billion, and the combined company is expected to trade on Nasdaq. Closing is expected in the first quarter of 2027 and requires shareholder and regulatory approvals, so Mach X shareholders will vote on the transaction.
Agreement signed August 24, 2026; Mach X to be renamed Inflection Point Mach X Bleichroeder Corp. at closing
Purchase price of $1.6 billion, equal to 160,000,000 shares of New Ursa Major common stock at $10.00 per share
At least $350 million of PIPE commitments, of which approximately $110 million will be funded at signing
Closing expected in the first quarter of 2027, subject to shareholder and regulatory approvals
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.