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).
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.
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.
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.
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
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.
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
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.
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
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.
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
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.
Movado Group reported second-quarter fiscal 2027 net sales of $169.8 million, up 4.9% from a year earlier, and diluted earnings per share of $0.53 versus $0.13. The quarter includes $3.2 million in IEEPA duty refunds, worth $0.11 per diluted share, and the company has stopped providing an annual outlook, while declaring a $0.40 quarterly dividend.
Net sales were $169.8 million versus $161.8 million; U.S. and international sales each rose 4.9%.
Operating income was $14.9 million versus $4.0 million; adjusted operating income was $15.1 million, or 8.9% of net sales.
Diluted EPS was $0.53 versus $0.13; adjusted diluted EPS was $0.54 versus $0.23.
The company discontinued its annual outlook and expects second-half fiscal 2027 topline growth in the mid-single-digit range and gross margin of 55% to 56%, excluding additional IEEPA refunds.
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.
At its virtual annual shareholder meeting, Kewaunee Scientific reported fiscal 2026 (ended April 30, 2026) revenue of $282.0 million, EBITDA of $22.4 million and net earnings of $9.6 million. Year-end backlog fell to $165.9 million from $214.6 million, which the company attributed mainly to completing several large international projects.
Fiscal 2026 revenue was $282.0 million; EBITDA was $22.4 million, up from $21.6 million in fiscal 2025.
Lab Products Group sales rose 19.8% to $214.9 million; International segment sales rose 9.9% to $67.1 million.
Consolidated backlog was $165.9 million at April 30, 2026, versus $214.6 million a year earlier.
Long-term debt was reduced by about $20 million, and debt-to-equity improved to 0.61-to-1.0 from 0.99-to-1.0.
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.