AI filing briefs · archive

8-K filings in August 2026, explained

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).

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STDNStandard Nuclear, Inc. Aug 26, 8:26 PM ET

Standard Nuclear Q2 revenue rises to $4.7 million; net loss widens to $3.4 million

Mixed earnings Written later 2.02

Standard Nuclear reported second-quarter 2026 revenue of $4.7 million, up from $0.6 million a year earlier, as it made its first commercial TRISO fuel delivery. Its net loss widened to $3.4 million from $1.6 million, driven by higher general and administrative, research and development, and cost of revenue expenses, and the company said its July IPO added about $137.7 million of net proceeds.

  • Q2 2026 revenue of $4.7 million vs. $0.6 million in Q2 2025; gross profit of $3.2 million vs. a gross loss of $0.6 million
  • Net loss of $3.4 million, or $(0.12) per share, vs. $1.6 million, or $(0.06) per share, in the prior-year quarter
  • Total Contract Backlog of $241.5 million at June 30, 2026, rising to $576.9 million after an August 2026 fuel supply agreement
  • IPO priced July 15, 2026 at $15.00 per share; closed July 17, 2026 with net proceeds of about $137.7 million
Read the filing on SEC.gov ↗
SERSerina Therapeutics, Inc. Aug 26, 6:24 PM ET

Serina Therapeutics to Sell Up to $25 Million in Stock to Roth Principal Investments

Mixed financing Written later 1.013.02

Serina Therapeutics entered into a Common Stock Purchase Agreement and a Registration Rights Agreement with Roth Principal Investments, both dated August 21, 2026. The company can choose, at its sole discretion, to sell up to $25 million of newly issued common stock over up to 36 months, so the deal gives it a funding option while adding potential dilution at prices set below market.

  • Agreement dated August 21, 2026 allows the company to sell up to $25 million of newly issued common stock to Roth Principal Investments, at the company's option and with no obligation to sell.
  • Purchases are priced at a discount to volume weighted average price: 7% before cumulative sales reach $12.5 million and 3% after, for market open and intraday purchases.
  • Under NYSE American rules, issuance is capped at 5,077,554 shares, equal to 19.99% of shares outstanding before signing, unless stockholders approve more or other conditions are met.
  • Sales can begin only after a resale registration statement is declared effective by the SEC, and the company may direct purchases for up to 36 months from that Commencement Date.
Read the filing on SEC.gov ↗
HRLHORMEL FOODS CORP /DE/ Aug 26, 5:42 PM ET

Hormel Foods Q3 net sales fall 2.4%; adjusted EPS rises to $0.37 from $0.35

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
FTFTFuture FinTech Group Inc. Aug 26, 5:11 PM ET

Future FinTech (FTFT) to Execute 1-for-4 Reverse Stock Split Effective August 28, 2026

Neutral shareholder Written later 3.035.037.01

Future FinTech Group announced a 1-for-4 reverse stock split of its common stock, effective at 4:00 p.m. Eastern Time on August 28, 2026, with split-adjusted trading on Nasdaq starting August 31, 2026. The company says the split was approved by its board without shareholder approval, and that each shareholder's ownership percentage will stay the same, though the share count falls from approximately 32,309,970 to approximately 8,077,492.

  • Every four shares of common stock will combine into one share; the effective time is 4:00 p.m. Eastern Time on August 28, 2026.
  • Authorized common shares will be reduced from 37,500,000 to 9,375,000; the new CUSIP is 36117V600 and the ticker remains FTFT.
  • Fractional shares will be rounded up to one whole share for each holder of record.
  • The company cites Nasdaq continued listing standards, and warns the split may not sustain a share price at or above $1.00.
Read the filing on SEC.gov ↗
MUXMcEwen Inc. Aug 26, 5:10 PM ET

McEwen COO William Shaver retires; three executives promoted to vice president roles

Neutral leadership Written later 5.027.01

McEwen's chief operating officer, William Shaver, retired from that role and from the Board effective August 24, 2026, and the company said his departure was not the result of any disagreement. McEwen also promoted three executives to vice president roles covering operations, development projects, and permitting, with Vice-Chairman Ian Ball working closely with them. Shareholders will want to track how these changes affect production, mine construction and permitting toward the company's goal of 250,000-300,000 GEOs by 2030.

  • Shaver retired as COO and as a director effective immediately on August 24, 2026
  • Channa Kumarage promoted to Vice President, Operations, overseeing the operating mines
  • Kevin Bromfield promoted to Vice President, Development Projects, covering Grey Fox, Tartan Mine Project and Lookout Mountain/Windfall
  • Zahir Jina promoted to Vice President, Permitting, Government Relations and Sustainability; the Stock Mine in Timmins is nearing completion and El Gallo in Mexico is starting construction
Read the filing on SEC.gov ↗
AAMEATLANTIC AMERICAN CORP Aug 26, 5:03 PM ET

Atlantic American receives Nasdaq notice over delayed 10-Q and 10-K filings

Negative legal/regulatory Written later 3.01

Atlantic American Corporation received a Nasdaq notice on August 20, 2026, stating it is not in compliance with listing rule 5250(c)(1) because it has not filed its second quarter 2026 Form 10-Q and remains delinquent on its 2025 Form 10-K and first quarter 2026 Form 10-Q. Nasdaq says the notice has no immediate effect on the listing of the common stock, but the company must meet the October 12, 2026 deadline to regain compliance.

  • Nasdaq notice dated August 20, 2026 cites Listing Rule 5250(c)(1) for late periodic reports.
  • Company must submit an updated compliance plan for the Form 10-Q by September 4, 2026.
  • Nasdaq extension to regain compliance runs until October 12, 2026; a Nasdaq Hearings Panel appeal is available if the plan is not accepted.
  • The notice has no immediate effect on the listing of the common stock on The Nasdaq Global Market.
Read the filing on SEC.gov ↗

New America Acquisition I names Tim Ledwick CFO after George O'Leary resigns

Neutral leadership Written later 5.027.01

George O'Leary resigned as Chief Financial Officer of New America Acquisition I Corp. effective August 26, 2026, and the filing states the resignation was not due to any disagreement with management or the board. The board appointed Tim S. Ledwick as Chief Financial Officer and Christopher Devall as Chief Operating Officer, effective the same day. The filing describes the company as a blank-check company seeking a business combination, so the change affects its leadership rather than reported operations.

  • George O'Leary resigned as CFO effective August 26, 2026, with no disagreement with management or the board cited
  • Tim S. Ledwick, 68, has been CFO of Dominari Holdings Inc. since October 2025
  • Christopher Devall, 44, has been COO of Dominari Holdings since January 2023 and CEO of SIM Acquisition Corp. I since January 2026
  • A press release dated August 26, 2026 announcing the changes is furnished as Exhibit 99.1
Read the filing on SEC.gov ↗
BMRABIOMERICA INC Aug 26, 4:54 PM ET

Biomerica raises $2.23 million in private placement of 1.39 million shares at $1.60

Neutral financing Written later 1.013.02

Biomerica agreed on August 20, 2026 to sell 1,393,705 common shares at $1.60 each to institutional and individual investors, including B. Riley Principal Capital and some directors and executive officers, for gross proceeds of about $2.23 million; the deal closed August 26, 2026. The filing also gives B. Riley purchasers a board designation right while they hold at least 10% of voting power, and requires registration of the resale of the shares, with liquidated damages if deadlines are missed.

  • 1,393,705 shares sold at $1.60 per share, about $2.23 million gross proceeds
  • Closing occurred August 26, 2026; agreement dated August 20, 2026
  • B. Riley purchasers may designate one board representative while holding at least 10% of voting power
  • Directors and certain officers face 180-day lock-up; company must file resale registration within 30 days of closing
Read the filing on SEC.gov ↗

Crown Reserve Acquisition Corp. I amends Carvix merger deal, revises shareholder vote terms

Neutral m&a Written later 1.01

On August 26, 2026, Crown Reserve Acquisition Corp. I (CRAC), its merger subsidiary and Carvix, Inc. signed a First Amendment to their March 30, 2026 Business Combination Agreement. The amendment restates the shareholder vote thresholds for the extraordinary general meeting, makes the advisory organizational documents proposal non-binding and not a closing condition, and sets minimum annualized base salaries for named Carvix executives. The filing states that the amendment does not change any holder's voting rights, and it does not disclose financial results or a deal value.

  • Amendment dated August 26, 2026 amends the Business Combination Agreement dated March 30, 2026.
  • Domestication and organizational documents proposals require a special resolution of at least two-thirds of Class B ordinary shares; Class A holders have no vote on them.
  • Advisory organizational documents proposals are non-binding and are not a condition to completing the transaction.
  • Base salaries for Carvix executives are set at minimums listed in Annex A, which the filing does not reproduce in its text.
Read the filing on SEC.gov ↗
ARECAmerican Resources Corp Aug 26, 4:30 PM ET

American Resources receives Nasdaq notice over late June 10-Q filing

Negative legal/regulatory Written later 3.01

On August 20, 2026, Nasdaq notified American Resources Corporation that it is not in compliance with Listing Rule 5250(c)(1) because it did not timely file its Form 10-Q for the quarter ended June 30, 2026. The notice has no immediate effect on the listing or trading of the company's common stock, but the March 10-Q remains delinquent, so the company's compliance timeline is tight.

  • Nasdaq notice dated August 20, 2026 cites late filing of the June 30, 2026 quarterly report on Form 10-Q.
  • The notice has no immediate effect on listing or trading of the common stock on The Nasdaq Capital Market.
  • The company must submit an amended plan addressing the June filing to Nasdaq by September 4, 2026.
  • If Nasdaq staff accepts the plan, the maximum extension for the June filing would be October 15, 2026, the same deadline previously granted for the March 10-Q.
Read the filing on SEC.gov ↗
GEGGreat Elm Group, Inc. Aug 26, 4:30 PM ET

Great Elm Group swings to $35.4 million fiscal 2026 loss on GECC share price decline

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
PAHCPHIBRO ANIMAL HEALTH CORP Aug 26, 4:30 PM ET

Phibro Animal Health fiscal 2026 net sales rise 17% to $1.52 billion; net income up

Positive earnings Written later 2.02

Phibro Animal Health reported results for the fiscal year ended June 30, 2026, with net sales up 17% to $1.52 billion and net income up to $99.7 million from $48.3 million. It also gave fiscal 2027 guidance for net sales of $1.55 billion to $1.60 billion and adjusted diluted EPS of $3.41 to $3.59, and said it will close its Chicago Heights, Illinois plant, affecting about 100 employees.

  • Fiscal 2026 diluted EPS was $2.43, up $1.24, and adjusted EBITDA was $255.0 million, up 39%.
  • Fourth-quarter net sales were $396.7 million, up 5%, and net income was $21.7 million, up 26%.
  • Fiscal 2027 guidance: net income of $122 million to $132 million and adjusted EBITDA of $258 million to $268 million.
  • Chicago Heights production is expected to cease during the summer of 2027, with products moved to other Phibro facilities and third-party contract manufacturers.
Read the filing on SEC.gov ↗
VISNVistance Networks, Inc. Aug 26, 4:25 PM ET

Vistance Networks Adds $150 Million to Share Repurchase Program

Neutral shareholder Written later 8.01

Vistance Networks' Board of Directors authorized an additional $150 million for share repurchases on August 26, 2026, on top of the $100 million program announced April 30, 2026. The filing does not say how much stock has been bought under either program, and the company does not have to buy any particular amount.

  • Board authorized an additional $150 million repurchase on August 26, 2026.
  • The new authorization adds to the $100 million program announced April 30, 2026.
  • Repurchases may be made in the open market or in privately negotiated transactions, including under Rule 10b5-1 and Rule 10b-18 plans.
  • The program may be modified, suspended or discontinued at any time; CEO Chuck Treadway said repurchases will be weighed against other uses of capital.
Read the filing on SEC.gov ↗
SNPSSYNOPSYS INC Aug 26, 4:21 PM ET

Synopsys Q3 revenue rises to $2.477 billion; raises full-year revenue and EPS outlook

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
NVDANVIDIA CORP Aug 26, 4:21 PM ET

NVIDIA Q2 revenue rises 106% to $96.2 billion; Q3 revenue outlook $108.0 billion

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
TOXR21Shares XRP ETF Aug 26, 4:20 PM ET

21Shares XRP ETF switches XRP index to FTSE benchmark from August 27, 2026

Neutral legal/regulatory Written later 1.015.03

The fund's sponsor signed a licensing agreement with FTSE International for the FTSE XRP Index, which will replace the CME CF XRP-Dollar Reference Rate for valuing shares and calculating net asset value starting August 27, 2026. The filing also amends the sponsor fee to be paid at least quarterly rather than weekly, and updates the trust agreement to reflect these changes, which the filing says do not materially affect shareholder rights.

  • Benchmark change follows CF Benchmarks licensing termination effective August 31, 2026, with the FTSE switch beginning August 27, 2026.
  • FTSE XRP Index licence is expected to have a one-year initial term, renewing automatically for one-year periods.
  • Sponsor fee payment timing changed from weekly in arrears to at least quarterly in arrears, still payable in XRP.
  • Fourth Amended and Restated Trust Agreement signed August 26, 2026 with CSC Delaware Trust Company as trustee.
Read the filing on SEC.gov ↗
TSUI21Shares Sui Staking ETF Aug 26, 4:19 PM ET

21Shares Sui Staking ETF switches NAV benchmark to FTSE Sui Index from Aug 27

Neutral product/contract Written later 1.015.03

Starting August 27, 2026, the Trust will value its shares and calculate net asset value using the FTSE Sui Index instead of the CME CF Sui-Dollar Reference Rate - New York Variant, after the sponsor's license with CF Benchmarks ends August 31, 2026. The filing also changes the timing of the sponsor fee, which will now be paid at least quarterly in arrears instead of weekly, and renames the Trust from 21Shares Sui ETF to 21Shares Sui Staking ETF; the company says the other revisions do not materially affect shareholders' rights.

  • FTSE Sui Index replaces the CME CF Sui-Dollar Reference Rate - New York Variant for NAV calculations beginning August 27, 2026
  • Benchmark Licensing Agreement with FTSE International Limited is dated August 20, 2026, with a one-year initial term that renews automatically
  • Sponsor Fee moves from weekly to at least quarterly payment in arrears, still payable in SUI, under Amendment No. 1 dated August 26, 2026
  • Trust renamed on August 25, 2026 via Certificate of Amendment; Second Amended and Restated Trust Agreement signed August 26, 2026
Read the filing on SEC.gov ↗
HPQHP INC Aug 26, 4:17 PM ET

HP raises FY26 outlook as fiscal Q3 revenue rises 12.5% to $15.7 billion

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
TDOG21Shares Dogecoin ETF Aug 26, 4:17 PM ET

21Shares Dogecoin ETF switches to FTSE Dogecoin Index for NAV pricing from August 27

Neutral product/contract Written later 1.015.03

The trust's sponsor signed a licensing agreement with FTSE International for the FTSE Dogecoin Index, which will replace the CF Dogecoin-Dollar US Settlement Price Index used to value shares and calculate net asset value starting August 27, 2026. The trust also adopted a Third Amended and Restated Trust Agreement and an amendment changing the sponsor fee payment from weekly to at least quarterly, both payable in Dogecoin; the filing says the trust agreement changes do not materially impact shareholder rights.

  • Benchmark change: CF licensing agreement terminates effective August 31, 2026; FTSE Dogecoin Index used from August 27, 2026
  • FTSE license has a one-year initial term, renewing automatically for one-year periods unless terminated
  • Sponsor fee payment timing changed from weekly in arrears to at least quarterly in arrears, payable in Dogecoin
  • Filing states the trust agreement revisions are ministerial, technical or clarifying and do not materially impact shareholder rights
Read the filing on SEC.gov ↗
OOMAOOMA INC Aug 26, 4:16 PM ET

Ooma Q2 revenue rises 25% to $83.2 million; GAAP net income $3.0 million

Positive earnings Written later 2.02

Ooma reported fiscal second quarter 2027 revenue of $83.2 million, up 25% from a year earlier, with GAAP net income of $3.0 million, or $0.10 per diluted share, versus $1.3 million, or $0.04, a year earlier. The company also issued fiscal 2027 and third-quarter guidance, with full-year revenue expected at $332.0 million to $333.5 million, and said it reduced outstanding debt to $47 million.

  • Total revenue was $83.2 million, up 25% year over year; subscription and services revenue was $75.6 million, 91% of the total.
  • GAAP net income was $3.0 million, or $0.10 per diluted share, compared with $1.3 million, or $0.04, in the second quarter of fiscal 2026.
  • Non-GAAP net income was $10.2 million, or $0.35 per diluted share, up from $6.5 million, or $0.23; Adjusted EBITDA was $12.4 million versus $7.2 million.
  • Fiscal 2027 guidance: total revenue of $332.0 million to $333.5 million and GAAP net income of $11.9 million to $12.7 million.
Read the filing on SEC.gov ↗
TSOL21Shares Solana Staking ETF Aug 26, 4:14 PM ET

21Shares Solana Staking ETF switches NAV benchmark to FTSE Solana Index from Aug. 27

Neutral product/contract Written later 1.015.03

The fund's sponsor signed a licensing agreement with FTSE International for the FTSE Solana Index, which will replace the CME CF Solana-Dollar Reference Rate - New York Variant for valuing shares starting August 27, 2026. The filing also shows a fund name change, a restated trust agreement, and a change to quarterly-or-less frequent payment of the sponsor fee, which the filing says are not expected to materially affect holders' rights.

  • FTSE Solana Index replaces the CME CF benchmark for net asset value starting August 27, 2026, after the CF Benchmarks license terminates August 31, 2026
  • Licensing agreement dated August 20, 2026 has an expected one-year initial term with automatic one-year renewals
  • Sponsor fee payment changed from weekly in arrears to at least quarterly in arrears, payable in SOL
  • Trust renamed from 21Shares Solana ETF to 21Shares Solana Staking ETF on August 25, 2026
Read the filing on SEC.gov ↗

21Shares Ethereum Staking ETF switches price benchmark to FTSE Ethereum Index from Aug. 27

Neutral product/contract Written later 1.015.03

The trust's sponsor signed a licensing agreement with FTSE International for the FTSE Ethereum Index, which will replace the CME CF Ether-Dollar Reference Rate used to value the fund's shares and calculate net asset value starting August 27, 2026. The sponsor also amended its fee terms so the sponsor fee is paid at least quarterly instead of weekly, and the trust renamed itself and updated its trust agreement; the filing says none of these changes materially affect shareholder rights.

  • Benchmark change: FTSE Ethereum Index replaces the CME CF Ether-Dollar Reference Rate - New York Variant, effective August 27, 2026, after the CF Benchmarks license terminates August 31, 2026.
  • Licensing agreement dated August 20, 2026, with an expected one-year initial term that renews automatically for one-year periods unless terminated.
  • Sponsor fee payment changed from weekly in arrears to at least quarterly in arrears, payable in ether (Amendment No. 2, August 26, 2026).
  • Trust renamed from 21Shares Ethereum ETF to 21Shares Ethereum Staking ETF; Fourth Amended and Restated Trust Agreement entered August 26, 2026.
Read the filing on SEC.gov ↗
ARKBArk 21Shares Bitcoin ETF Aug 26, 4:11 PM ET

ARKB switches bitcoin pricing benchmark to FTSE Bitcoin Index from August 27, 2026

Neutral legal/regulatory Written later 1.015.03

ARK 21Shares Bitcoin ETF will value its shares and calculate net asset value using the FTSE Bitcoin Index instead of the CME CF Bitcoin Reference Rate - New York Variant, starting August 27, 2026, after the prior licensing agreement with CF Benchmarks is set to end August 31, 2026. The sponsor also changed the timing of its fee payments from weekly to at least quarterly, with the fee still paid in bitcoin, and the filing says the revisions to the trust agreement do not materially affect the rights of the trust or shareholders.

  • Benchmark switch: from August 27, 2026, the trust uses the FTSE Bitcoin Index in place of the CME CF Bitcoin Reference Rate - New York Variant for net asset value.
  • Licensing: the Benchmark Licensing Agreement with FTSE International Limited is dated August 20, 2026, with an expected one-year initial term that renews automatically.
  • Sponsor fee: Amendment No. 1, dated August 26, 2026, moves Sponsor Fee payments from weekly to at least quarterly in arrears, payable in bitcoin.
  • Documents: the trust agreement was restated on August 26, 2026 with the sponsor and CSC Delaware Trust Company as trustee.
Read the filing on SEC.gov ↗
LTRXLANTRONIX INC Aug 26, 4:10 PM ET

Lantronix Q4 revenue up 8% to $31.2 million; expects double-digit growth in fiscal 2027

Positive earnings Written later 2.027.01

Lantronix reported fiscal fourth-quarter 2026 revenue of $31.2 million, up 8% from a year earlier, with non-GAAP EPS of $0.04 and GAAP EPS of ($0.01). Full-year fiscal 2026 revenue was $120.9 million, down from $122.9 million in fiscal 2025, and the company expects double-digit revenue growth in fiscal 2027 and first-quarter fiscal 2027 revenue of $31.0 million to $33.0 million.

  • Q4 fiscal 2026 revenue of $31.2 million, up 8% year over year; GAAP net loss per share of ($0.01) versus ($0.07) a year earlier
  • Non-GAAP EPS of $0.04 for the quarter, compared with $0.01 a year earlier
  • Full-year fiscal 2026 revenue of $120.9 million versus $122.9 million in fiscal 2025; GAAP EPS of ($0.10) versus ($0.29)
  • Q1 fiscal 2027 outlook: revenue of $31.0 million to $33.0 million and non-GAAP EPS of $0.04 to $0.06
Read the filing on SEC.gov ↗
CURICuriosityStream Inc. Aug 26, 4:09 PM ET

CuriosityStream names Sean Piche as CFO, replacing Brady Hayden effective Sept. 1

Neutral leadership Written later 5.02

CuriosityStream said CFO Brady Hayden will step down effective September 1, 2026, and the Board appointed Sean Piche, CPA, to succeed him and report to President and CEO Clint Stinchcomb. The filing states Hayden's departure is not the result of any disagreement with the company. The attached press release cites second-quarter revenue of $23.2 million, up 22% year over year, and says the company raised its full-year revenue and adjusted EBITDA guidance.

  • Sean Piche, CPA, becomes CFO effective September 1, 2026, succeeding Brady Hayden
  • Piche's offer letter sets base salary at $120,000 for the rest of 2026, rising to $180,000 on January 1, 2027
  • Piche receives an annual bonus target of 100% of base salary and 150,000 restricted stock units under the Inducement Equity Incentive Plan
  • Press release cites Q2 revenue of $23.2 million, up 22% year over year, and record net income of $8.9 million
Read the filing on SEC.gov ↗
CRWDCrowdStrike Holdings, Inc. Aug 26, 4:07 PM ET

CrowdStrike Q2 revenue up 26% to $1.47 billion; raises FY27 net new ARR outlook

Positive guidance Written later 2.02

CrowdStrike reported fiscal second-quarter 2027 revenue of $1.47 billion, up 26% from a year earlier, and GAAP net income attributable to CrowdStrike of $5.3 million, compared with a loss of $70.2 million a year earlier. The company raised its fiscal 2027 net new ARR growth guidance to 34% at the midpoint, an increase of 630 basis points, which is a significant change in its outlook for shareholders.

  • Total revenue was $1.47 billion, up 26% from $1.17 billion in Q2 fiscal 2026; ARR grew 25% to $5.84 billion as of July 31, 2026.
  • GAAP net income attributable to CrowdStrike was $5.3 million, or $0.01 per diluted share, versus a loss of $70.2 million, or $0.07 per share, a year earlier.
  • Fiscal 2027 net new ARR growth guidance was raised to 34% at the midpoint, up 630 basis points.
  • Full-year fiscal 2027 total revenue guidance is $5,991.1 million to $6,011.1 million; Q3 fiscal 2027 total revenue guidance is $1,523.2 million to $1,529.2 million.
Read the filing on SEC.gov ↗
VEEVVEEVA SYSTEMS INC Aug 26, 4:06 PM ET

Veeva Q2 revenue rises 18% to $928.0 million; full-year outlook improves

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
PEverpure, Inc. Aug 26, 4:06 PM ET

Everpure Q2 revenue rises 38% to $1.2 billion and FY27 revenue guidance is raised

Positive guidance Written later 2.02

Everpure reported fiscal second-quarter 2027 revenue of $1.2 billion, up 38% from a year earlier, and net income of $74 million, up from $47 million. The company raised its fiscal 2027 revenue guidance to $5.03 billion to $5.07 billion from $4.41 billion to $4.51 billion, but operating cash flow was negative $136 million in the quarter.

  • Q2 fiscal 2027 revenue was $1.2 billion, up 38% year over year; product revenue was $687 million, up 54%.
  • Net income was $74 million, or $0.21 per diluted share, compared with $47 million, or $0.14, a year earlier.
  • Fiscal 2027 revenue guidance rose to $5.03 billion to $5.07 billion; non-GAAP operating income guidance rose to $940 million to $960 million.
  • Operating cash flow was negative $136 million and free cash flow was negative $238 million in the quarter.
Read the filing on SEC.gov ↗
AAGILENT TECHNOLOGIES, INC. Aug 26, 4:06 PM ET

Agilent Q3 revenue rises 8.1% to $1.88 billion; fiscal 2026 outlook raised

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

Inhibikase Therapeutics dismisses CohnReznick, appoints Deloitte as auditor

Neutral other Written later 4.01

Inhibikase Therapeutics, Inc. dismissed CohnReznick LLP as its independent registered public accounting firm effective immediately and appointed Deloitte & Touche LLP for fiscal 2026, both approved by the Audit Committee on August 21, 2026. The prior auditor's reports on the 2025 and 2024 financial statements contained no adverse opinion, disclaimer, or qualification, and the filing reports no disagreements with the former auditor. The filing also discloses one reportable event: a material weakness in internal control over financial reporting that CohnReznick flagged for fiscal 2024, which the company says was remediated by prior management.

  • CohnReznick LLP dismissed effective immediately; Audit Committee approved the change on August 21, 2026
  • Deloitte & Touche LLP appointed as independent auditor for the fiscal year ending December 31, 2026
  • CohnReznick reported a material weakness in internal control over financial reporting during fiscal 2024, disclosed in the 10-Q for the quarter ended June 30, 2024
  • CohnReznick's response letter, dated August 26, 2026, is filed as Exhibit 16.1
Read the filing on SEC.gov ↗
NOGNORTHERN OIL & GAS, INC. Aug 26, 4:05 PM ET

Northern Oil and Gas issues $500 million of 7.500% senior notes due 2034

Neutral financing Written later 1.012.03

Northern Oil and Gas, Inc. (NOG) issued $500 million in aggregate principal amount of 7.500% Senior Notes due September 1, 2034, under an indenture with Wilmington Trust, National Association, as trustee. The company can redeem up to 40% of the notes before September 1, 2029 using equity offering proceeds, and holders can require repurchase at 101% of principal upon a change of control.

  • Notes: $500 million, 7.500% coupon, maturing September 1, 2034; interest paid semi-annually from March 1, 2027
  • Early redemption before September 1, 2029 at 107.500% of principal from equity offering proceeds, or at 100% plus a make-whole premium
  • Redemption prices from September 1, 2029: 103.750% in 2029, 101.875% in 2030, 100.000% in 2031 and after
  • Indenture covenants limit debt, dividends, asset sales and mergers; the covenants end if the notes reach investment grade
Read the filing on SEC.gov ↗
LONALeonaBio, Inc. Aug 26, 4:05 PM ET

LeonaBio announces 500th patient enrolled in Phase 3 ELAINE-3 breast cancer trial

Neutral financing Written later 8.01

LeonaBio said it has enrolled the 500th subject in its Phase 3 ELAINE-3 trial of lasofoxifene with abemaciclib in ESR1-mutated metastatic breast cancer. The filing also sets the start of the exercise window for 23,031,494 Series A Common Warrants at $6.35 per share, which could bring about $146.2 million in cash if fully exercised, and states that the enrollment announcement triggers that window.

  • 500th subject enrolled in the ELAINE-3 Trial (NCT05696626), announced August 26, 2026
  • 23,031,494 Series A Common Warrants with an exercise price of $6.35 per share, issued in connection with the December 2025 Private Placement
  • Warrants become exercisable after the latest of June 30, 2026, this announcement, and FDA action on Eli Lilly's imlunestrant with abemaciclib, and no later than October 31, 2026
  • Full exercise would provide approximately $146.2 million; warrants expire no later than November 30, 2026
Read the filing on SEC.gov ↗
CRMSalesforce, Inc. Aug 26, 4:03 PM ET

Salesforce Q2 revenue rises 11% to $11.3 billion; raises FY27 revenue outlook

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
OKTAOkta, Inc. Aug 26, 4:03 PM ET

Okta Q2 revenue rises 11% to $805 million; GAAP net income up to $116 million

Positive earnings Written later 2.02

Okta reported fiscal second-quarter 2027 results for the period ended July 31, 2026, with total revenue of $805 million, up 11% year-over-year, and GAAP net income of $116 million, up from $67 million. The company also updated its full-year fiscal 2027 revenue outlook to $3.216 billion to $3.226 billion, representing 10% to 11% growth, and gave third-quarter revenue guidance of $813 million to $817 million.

  • Q2 total revenue was $805 million, up 11%; subscription revenue was $793 million, up 12%.
  • GAAP diluted net income per share was $0.65, compared with $0.37 a year earlier; non-GAAP diluted EPS was $1.05, compared with $0.91.
  • Full-year fiscal 2027 revenue guidance is $3.216 billion to $3.226 billion; the company cites about a one-point headwind from shifting professional services to partners.
  • Cash cash equivalents and short-term investments were $2.299 billion at July 31, 2026, after $350 million was paid to settle the 2026 notes.
Read the filing on SEC.gov ↗
NTNXNutanix, Inc. Aug 26, 4:01 PM ET

Nutanix Q4 revenue rises 16% to $757.1 million; FY27 outlook $3.18-$3.23 billion

Positive earnings Written later 2.02

Nutanix reported fourth-quarter fiscal 2026 revenue of $757.1 million, up 16% from a year earlier, and annual recurring revenue of $2.55 billion, also up 16%. GAAP net income of $1.27 billion was driven largely by a $1.19 billion income tax benefit, while non-GAAP operating income rose to $198.0 million from $119.5 million, and the company gave fiscal 2027 revenue guidance of $3.180 billion to $3.230 billion.

  • Q4 revenue $757.1 million vs. $653.3 million a year earlier; fiscal 2026 revenue $2.85 billion, up 12%
  • Q4 GAAP diluted EPS $4.34 vs. $0.13 a year earlier, including a $1.19 billion income tax benefit
  • Q4 non-GAAP operating margin 26.2% vs. 18.3%; free cash flow $277.6 million vs. $207.8 million
  • Q1 fiscal 2027 revenue outlook $755 million to $765 million; fiscal 2027 free cash flow outlook $850 million to $950 million
Read the filing on SEC.gov ↗
LEGLEGGETT & PLATT INC Aug 26, 1:27 PM ET

Leggett & Platt completes merger with Somnigroup unit; LEG stock to be delisted from NYSE

Neutral m&a Written later 1.022.013.013.035.015.025.03

Leggett & Platt completed its merger on August 26, 2026, with Somnigroup-linked parent Sparrow Unity Corporation. Each Leggett share was converted into 0.1455 shares of Parent common stock, and the company asked the NYSE to withdraw its listing, so shareholders now hold Parent shares rather than Leggett stock.

  • Each share of Leggett common stock converted into 0.1455 shares of Parent common stock, with cash paid in lieu of fractional shares
  • Credit Agreement repaid in full, with approximately $277,000 in aggregate obligations; commercial paper program terminated with none outstanding
  • Eight directors, including Karl G. Glassman and Angela Barbee, ceased to be directors at closing
  • NYSE asked to suspend trading and withdraw the listing; the company intends to file Form 15 to end SEC reporting
Read the filing on SEC.gov ↗
SGISOMNIGROUP INTERNATIONAL INC. Aug 26, 12:41 PM ET

Somnigroup Completes $2.3 Billion Leggett & Platt Acquisition

Mixed m&a Written later 2.012.037.01

Somnigroup completed its all-stock acquisition of Leggett & Platt on August 26, 2026, a transaction the company values at about $2.3 billion including Leggett & Platt's existing debt. Former Leggett & Platt shareholders now own about 9% of the combined company on a fully diluted basis, which dilutes existing Somnigroup holders, while the company reports leverage reduced by about 0.2 times and a higher synergy target.

  • Merger closed August 26, 2026 under an agreement dated April 13, 2026; Leggett & Platt is now a wholly owned subsidiary.
  • Each Leggett & Platt share converted into 0.1455 Somnigroup shares; former Leggett & Platt shareholders own about 9% of the combined company.
  • Annual run-rate synergy target raised to $75 million from the initial $50 million; net leverage reduced by about 0.2 times.
  • The company expects about $50 million of annualized non-cash expense from fair value adjustments to the acquired business and about $10 million from the acquired bonds; $1.5 billion of Leggett & Platt notes remain outstanding.
Read the filing on SEC.gov ↗

American National Group Q2 net income rose to $198 million; operating earnings fell 9%

Mixed earnings Written later 2.02

American National Group Inc. filed its financial supplement for the quarter ended June 30, 2026. GAAP net income attributable to common stockholders was $198 million, up from a $7 million loss in the first quarter and $141 million a year earlier, but distributable operating earnings fell 9% year over year to $291 million. The results are mixed for shareholders: reported profit improved while the company's own operating measure declined.

  • Q2 2026 GAAP net income to common stockholders: $198 million, versus a $7 million loss in Q1 2026 and $141 million in Q2 2025
  • Distributable operating earnings: $291 million, down 5% from $306 million in Q1 2026 and down 9% from $320 million in Q2 2025
  • Total revenue: $1,706 million, up 7% from Q1 2026 and up 1% from Q2 2025
  • Total common stockholders' equity was $8,253 million at June 30, 2026, down 13% from a year earlier; gross annuity sales were $3,713 million, down 13% year over year
Read the filing on SEC.gov ↗
NOMANomadar Corp. Aug 26, 9:15 AM ET

Nomadar parent approves Cádiz CF spin-off, first step in planned reorganization

Neutral restructuring Written later 8.01

On August 19, 2026, the board of Cádiz CF, the parent of Sport City Cádiz and Nomadar's controlling shareholder, approved calling a shareholder meeting on a reverse partial spin-off that would transfer Cádiz CF's stake in Sport City to Sport City. The filing says the broader Reorganization aims to make Nomadar the parent of Cádiz CF through a share exchange for new Nomadar common stock, which could lead to dilution, but it gives no value for Cádiz CF or share count and states that completion is not assured.

  • August 19, 2026: Cádiz CF board approved calling a shareholder meeting and filed the Spin-Off Project with the Commercial Registry of Spain.
  • The spin-off is expected to be submitted for approval by Cádiz CF shareholders on or about September 30, 2026.
  • The later Exchange would issue new Nomadar common stock, par value $0.000001 per share; the filing does not state the value ascribed to Cádiz CF or the number of shares.
  • Any contribution to Nomadar would require approval by its board and, if required, its stockholders; no assurance of completion is given.
Read the filing on SEC.gov ↗

Abundia authorizes $5 million stock buyback program through December 31, 2026

Neutral shareholder Written later 8.01

Abundia's board authorized a stock repurchase plan of up to $5,000,000 of common stock, effective August 25, 2026, to run until December 31, 2026, unless completed sooner or extended. The company said the plan follows a recently announced credit facility that enabled the retirement of convertible debt, and it does not obligate Abundia to buy a specific number of shares. The filing reports no financial results, and the number and timing of repurchases will depend on trading price, financial performance and other market conditions.

  • Board authorized the repurchase plan on August 17, 2026; it is effective August 25, 2026.
  • Up to $5,000,000 of common stock may be repurchased before December 31, 2026, unless completed sooner or extended.
  • The press release states the program could cover up to approximately 12% of total outstanding float, based on the August 21, 2026 closing price.
  • The plan may be suspended, modified or terminated at any time and does not require a specific number of share purchases.
Read the filing on SEC.gov ↗
GEVOGevo, Inc. Aug 26, 9:05 AM ET

Gevo names Greg Hanselman chief operating officer and expands two other executive roles

Neutral leadership Written later 5.027.01

Gevo, Inc. appointed Greg Hanselman as Chief Operating Officer effective August 20, 2026, after he served as Executive Vice President, Operations and Engineering since January 2026. The company also expanded the responsibilities of Kyle James and Dave Kettner, which it says supports the North Dakota expansion and its growth plans.

  • Greg Hanselman, 60, becomes Chief Operating Officer effective August 20, 2026, with an initial annual base salary of $380,000 and an annual cash incentive of 65% of base salary.
  • Hanselman's expected equity grants are 215% of his annual base salary, and he will take part in the Change in Control Severance Plan with 6-month severance benefits.
  • Kyle James is now Chief Commercial and Risk Officer, and Dave Kettner keeps his General Counsel role while adding Chief Legal and Emerging Business Officer.
  • The press release says Gevo is executing against an outlook to deliver more than $60 million in Adjusted EBITDA in 2026, a non-GAAP measure.
Read the filing on SEC.gov ↗
WMWASTE MANAGEMENT INC Aug 26, 8:37 AM ET

WM CEO Jim Fish to retire January 4, 2027; President John Morris named successor

Neutral leadership Written later 5.027.01

WM said CEO Jim Fish will retire as chief executive and resign from the board effective January 4, 2027, and will serve in an advisory role until mid-February 2027. The board named President John Morris, Jr. to succeed him as President and CEO and as a director on the same date, which matters to shareholders as a planned leadership transition to an internal candidate; the filing gives no financial results or guidance.

  • Jim Fish steps down as CEO and resigns from the board effective January 4, 2027; advisory role expected until mid-February 2027.
  • John J. Morris, Jr., age 57, has been WM President since May 2025 and will become President, CEO and a director on January 4, 2027.
  • Morris was previously President and Chief Operating Officer (May 2025 to May 2026) and Executive Vice President and Chief Operating Officer (January 2019 to May 2025).
  • The filing states Morris was not appointed under any arrangement with another person and has no family relationship with any director or executive officer; it includes no financial results or guidance.
Read the filing on SEC.gov ↗
BRLSBorealis Foods Inc. Aug 26, 8:15 AM ET

Borealis Foods says preliminary K-12 school revenue rose 110% in first half of 2026

Positive earnings Written later 2.027.01

Borealis Foods reported preliminary U.S. K-12 school foodservice revenue up 110% for the six months ended June 30, 2026, compared with the same period in 2025. The figure is unaudited and may change when the company completes its financial statements for the quarter, and the filing gives no total company revenue, profit or guidance.

  • Preliminary K-12 channel revenue rose 110% for the six months ended June 30, 2026, versus the same period in 2025.
  • The company says it now serves more than 20,000 schools, representing about 2,500 school districts.
  • School products shipped over the past 12 months through 106 distributors across 40 states.
  • The revenue figure is unaudited and subject to adjustment before the quarter's financial statements are finalized.
Read the filing on SEC.gov ↗
MUMICRON TECHNOLOGY INC Aug 26, 8:06 AM ET

Micron names Manish Bhatia president and COO, Scott DeBoer president and CTO

Neutral leadership Written later 5.02

Micron Technology promoted two senior executives effective immediately: Manish Bhatia to President and Chief Operating Officer and Scott DeBoer to President and Chief Technology and Products Officer. The filing also says Sumit Sadana moved from Executive Vice President and Chief Business Officer to Senior Advisor to the CEO, and that no compensation changes were made for Bhatia or DeBoer at this time.

  • Manish Bhatia, 54, now President and Chief Operating Officer, with P&L accountability for global operations and business units
  • Scott DeBoer, 60, now President and Chief Technology and Products Officer, overseeing Micron Research Labs
  • Sumit Sadana transitioned to Senior Advisor to the CEO, effective August 26, 2026
  • No changes to compensation arrangements for Bhatia or DeBoer at this time
Read the filing on SEC.gov ↗
PMTSCPI Card Group Inc. Aug 26, 8:05 AM ET

CPI Card Group names Brennan Hughes chief accounting officer, effective Aug. 24, 2026

Neutral leadership Written later 5.027.01

CPI Card Group appointed Brennan Hughes as Chief Accounting Officer, effective August 24, 2026, replacing Donna Abbey Carmignani, who left the role effective August 20, 2026. The filing describes Hughes's prior roles at Artisan Partners and Janus Henderson and his compensation package, but it does not report any financial results. The change affects the company's finance leadership, which the filing says is tied to its growth and capital allocation.

  • Brennan Hughes appointed Chief Accounting Officer, effective August 24, 2026; previously Director of Finance and Head of Investor Relations at Artisan Partners (2024 to 2026)
  • Hughes's compensation includes a $350,000 base salary, $200,000 target annual short-term incentive, $200,000 target annual long-term incentive, a $100,000 restricted stock unit grant on August 31, 2026, and a $150,000 cash sign-on award
  • Donna Abbey Carmignani ceased serving as Controller and Chief Accounting Officer effective August 20, 2026 and is eligible for severance under the company's existing guidelines
Read the filing on SEC.gov ↗
WSMWILLIAMS SONOMA INC Aug 26, 8:03 AM ET

Williams-Sonoma raises 2026 outlook as Q2 revenue rises 6.7% and EPS hits $2.84

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
ANFABERCROMBIE & FITCH CO /DE/ Aug 26, 7:38 AM ET

Abercrombie & Fitch Q2 net sales up 5% to $1.3 billion; EPS $4.17 with tariff refund

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
BBWIBath & Body Works, Inc. Aug 26, 7:17 AM ET

Bath & Body Works Q2 EPS of $0.58 beats guidance; full-year EPS outlook raised

Mixed earnings Written later 2.027.01

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
Read the filing on SEC.gov ↗
PLABPHOTRONICS INC Aug 26, 7:13 AM ET

Photronics Q3 revenue rises 2.7% to $216.0 million; GAAP EPS $0.49

Mixed earnings Written later 2.02

Photronics reported third quarter fiscal 2026 revenue of $216.0 million, up 2.7% from a year earlier, and GAAP diluted EPS of $0.49 versus $0.39 a year ago. Operating income fell to $45.5 million from $48.2 million, and non-GAAP diluted EPS of $0.50 was slightly below $0.51 in the prior-year quarter. The company also gave fourth quarter guidance for revenue of $207 million to $227 million.

  • Revenue $216.0 million, up 2.7% year-over-year and 2.9% sequentially
  • GAAP diluted EPS $0.49 vs $0.39 a year ago and $0.54 in the second quarter; non-GAAP diluted EPS $0.50 vs $0.51 a year ago
  • Operating margin 21.1% vs 22.9% a year ago
  • Q4 fiscal 2026 guidance: revenue $207 million to $227 million, operating margin 19% to 24%, non-GAAP diluted EPS $0.40 to $0.56
Read the filing on SEC.gov ↗
DYDYCOM INDUSTRIES INC Aug 26, 7:05 AM ET

Dycom posts record Q2 revenue of $2.01 billion and raises fiscal 2027 outlook

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
12

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.