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).
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.
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.
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
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.
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.
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.
Synopsys reported third-quarter fiscal 2026 revenue of $2.477 billion, up from $1.740 billion a year earlier, and GAAP earnings of $2.84 per diluted share versus $1.50. The company raised its full-year fiscal 2026 revenue and non-GAAP EPS expectations, citing AI-driven demand, which signals stronger expected results for shareholders.
Q3 revenue was $2.477 billion versus $1.740 billion in Q3 fiscal 2025.
Q3 non-GAAP EPS was $3.91 versus $3.39; GAAP EPS was $2.84 versus $1.50.
Full-year fiscal 2026 revenue midpoint raised to $9.715 billion; non-GAAP EPS midpoint raised to $15.07.
Q4 fiscal 2026 non-GAAP EPS target range is $4.10 to $4.16 on revenue of $2.530 billion to $2.580 billion.
NVIDIA reported second-quarter fiscal 2027 revenue of $96.2 billion, up 106% from a year ago, and GAAP diluted earnings per share of $2.46 versus $1.08 a year earlier. It expects third-quarter revenue of $108.0 billion, plus or minus 2%, and returned about $26.0 billion to shareholders during the quarter. Shareholders see strong growth in both sales and profit, though GAAP net income includes $7.8 billion of net gains from equity securities.
Q2 fiscal 2027 revenue of $96.2 billion, up 106% from a year ago and 18% from the prior quarter
GAAP diluted EPS of $2.46 vs. $1.08 a year ago; non-GAAP diluted EPS of $2.22 vs. $1.01
Q3 fiscal 2027 revenue outlook of $108.0 billion, plus or minus 2%, assuming no Data Center compute revenue from China
About $26.0 billion returned to shareholders; $99.0 billion remaining under buyback authorization; $0.25 dividend payable October 1, 2026
HP reported fiscal third-quarter 2026 net revenue of $15.7 billion, up 12.5% from a year earlier, and non-GAAP diluted EPS of $0.83, up 11%. GAAP diluted EPS fell 11% to $0.71 from $0.80, and both figures include an $0.11 benefit from tariff refunds. HP raised its fiscal 2026 non-GAAP EPS and free cash flow outlook, which matters to shareholders because it signals stronger expected full-year profit and cash generation.
Q3 net revenue was $15.7 billion, up 12.5% from $13.9 billion in the prior-year quarter.
Non-GAAP diluted EPS was $0.83, up from $0.75; GAAP diluted EPS was $0.71, down from $0.80.
Fiscal 2026 non-GAAP diluted EPS outlook raised to $3.19 to $3.29; GAAP outlook raised to $2.52 to $2.62.
Fiscal 2026 free cash flow outlook raised to $3.0 to $3.2 billion; Q3 returned $0.6 billion to shareholders.
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
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.
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
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.
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.
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
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
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
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.
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.
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
Williams-Sonoma reported second-quarter 2026 net revenues of $1.96 billion, up 6.7% from a year earlier, with comparable brand revenue up 6.2%. GAAP diluted EPS was $2.84 versus $2.00, and non-GAAP diluted EPS was $2.10, up 5%, after excluding tariff refund items, and the company raised its full-year 2026 outlook for net revenues, comparable sales and non-GAAP operating margin.
Q2 net revenues $1,959.8 million vs. $1,836.8 million a year earlier; comparable brand revenue +6.2%
GAAP diluted EPS $2.84 vs. $2.00; non-GAAP diluted EPS $2.10 vs. $2.00, including a $167.8 million tariff refund income reduction to cost of goods sold
Fiscal 2026 outlook raised: net revenues +4.7% to +7.2%, comps +4.0% to +6.5%, non-GAAP operating margin 17.8% to 18.2%
Outlook excludes any benefit from tariff refunds or related interest; quarterly results remain preliminary until the Form 10-Q is filed
Abercrombie & Fitch reported second-quarter fiscal 2026 net sales of $1.3 billion, up 5% from a year earlier, and diluted EPS of $4.17 versus $2.91 a year ago. The quarter includes about $100 million of IEEPA tariff refunds, worth $1.75 per diluted share, and the company raised its full-year EPS outlook to $13.10 to $13.60 from $10.20 to $11.00.
Q2 net sales $1.3 billion, up 5%; comparable sales flat
Operating margin 19.9% vs 17.1% a year ago; includes about $100 million tariff refund benefit
Full-year EPS outlook raised to $13.10 to $13.60; share repurchases at least $500 million vs around $450 million previously
Q3 outlook: net sales growth 5% to 6%, EPS $2.90 to $3.20
Bath & Body Works reported second-quarter 2026 net sales of $1,514 million, down 2.3% from a year earlier, while diluted earnings per share rose to $0.58 from $0.30. The company raised its full-year 2026 diluted EPS guidance to $3.13 to $3.33 and narrowed its net sales decline forecast to 4% to 2.5%, but the quarter included about $80 million of tariff refunds, and third-quarter EPS guidance of $0.05 to $0.10 is below the $0.37 reported a year earlier.
Q2 2026 net sales of $1,514 million, down 2.3% from $1,549 million; Direct net sales rose 3.0% to $275 million
Q2 diluted EPS of $0.58 vs. $0.30; adjusted EPS of $0.62 vs. $0.37. Excluding about $80 million of tariff refunds, adjusted EPS would have been $0.31
Full-year 2026 diluted EPS guidance raised to $3.13 to $3.33; adjusted EPS guidance $2.60 to $2.80; net sales guidance narrowed to a decline of 4% to 2.5%
Q3 2026 diluted EPS guidance of $0.05 to $0.10 (adjusted $0.07 to $0.12) vs. $0.37 (adjusted $0.35) in Q3 2025
Dycom reported record fiscal 2027 second-quarter contract revenue of $2.006 billion, up 45.6% from a year earlier, with net income of $115.6 million, or $3.81 per diluted share, versus $3.33 a year earlier. The company raised its full-year fiscal 2027 contract revenue outlook to $7.48 billion to $7.66 billion, though it also deferred about $150 million of Communications wireless program revenue into fiscal 2028.
Q2 contract revenues were $2.006 billion, up 45.6%, or 16.7% organically, versus the quarter ended July 26, 2025.
Q2 net income was $115.6 million, or $3.81 per diluted share, compared with $97.5 million, or $3.33, a year earlier.
Full-year fiscal 2027 contract revenue outlook is $7.48 billion to $7.66 billion; third-quarter contract revenue is expected at $1.90 billion to $1.98 billion.
The acquisition of National Technology Integrators was completed in the quarter and contributed about $22.9 million of revenue.
J.M. Smucker reported first-quarter fiscal 2027 net sales of $2.2 billion, up 5%, and GAAP net income per diluted share of $3.03, compared with a loss of $0.41 a year earlier. The company raised its full-year fiscal 2027 adjusted earnings per share guidance to $10.50 to $11.00 from $9.75 to $10.25, and its free cash flow outlook to $1.1 billion from $1.0 billion, with the adjusted EPS figures including tariff refunds received in the quarter.
Net sales were $2,219.3 million, up $106.0 million or 5% from $2,113.3 million a year earlier.
GAAP net income per diluted share was $3.03; adjusted EPS was $3.24, up 71% from $1.90, including an $0.84 benefit from tariff refunds.
Fiscal 2027 adjusted EPS guidance is $10.50 to $11.00, up from $9.75 to $10.25; net sales are now expected to decrease 1.0% to 2.0%, versus the prior decrease of 3.0% to 4.0%.
Free cash flow for the quarter was $337.3 million, compared with negative $94.9 million a year earlier.
Kohl's reported second-quarter fiscal 2026 net sales down 0.9% to $3.3 billion, while GAAP diluted EPS was $1.28 versus $1.35 a year earlier. The company raised its full-year 2026 guidance, which includes about $150 million of tariff refunds received in the quarter, and said it is restarting share repurchases of up to $100 million this year.
Net sales fell 0.9% to $3.3 billion and comparable sales fell 0.9% in the quarter ended August 1, 2026.
GAAP operating income was $261 million versus $279 million a year earlier; gross margin rate rose 305 basis points to 43.0%.
Full-year 2026 adjusted diluted EPS guidance is $1.80 to $2.40; net sales guidance is a decrease of 1.5% to flat.
Share repurchases of up to $100 million are restarting under an existing $3 billion authorization; the $0.125 quarterly dividend is payable September 23, 2026.
Target Hospitality signed a new multi-year lease and services contract to support a data center in Pecos, West Texas, which the company expects to generate about $250 million of revenue through August 2030. The company also raised its full-year 2026 revenue and adjusted EBITDA outlook, with the midpoints up 6% and 22%, respectively, which points to higher expected revenue and earnings for shareholders.
Contract has an anticipated four-year term and is designed to accommodate about 1,100 individuals, with initial occupancy in August 2026 and full completion expected in September 2026.
2026 outlook: total revenue of $435 million to $445 million and adjusted EBITDA of $105 million to $115 million; total capital expenditures of $490 million to $510 million, excluding acquisitions.
The customer can terminate with no less than 60 days' advance notice if its prime contract ends, is suspended for an extended period, or is not performed.
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.