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).
Element Solutions and Solstice Advanced Materials agreed on August 27, 2026 to terminate the merger agreement they signed on July 6, 2026. Under the termination agreement, neither company owes the other a payment, and the parties mutually release each other from related liability claims, subject to customary exceptions. The company said both boards concluded the two companies would serve shareholders better as standalone companies.
Merger agreement with Solstice Advanced Materials Inc. dated July 6, 2026, now terminated
Termination Agreement signed August 27, 2026 by Element Solutions, Solstice and the two Merger Subs
Neither party will make termination payments to the other; mutual release of liability claims, subject to customary exceptions
CEO Benjamin Gliklich said the company's momentum continues in line with its guidance
Lockheed Martin entered a new $2.25 billion 364-day unsecured revolving credit facility on August 24, 2026, replacing a prior 364-day facility dated December 5, 2025, with no borrowings made at closing. It also extended its existing $3.0 billion 5-year revolving credit agreement by one year, to August 24, 2031. The filing describes committed backup liquidity rather than new debt drawn, and it does not state any change to the company's financial results.
New 364-day revolving credit facility of $2.25 billion, dated August 24, 2026; no borrowings made at closing
Facility matures August 23, 2027, with an option to convert outstanding borrowings into a one-year term loan for a fee of 0.50%
5-year $3.0 billion revolving credit agreement extended from August 24, 2030 to August 24, 2031
Term SOFR margin ranges from 0.585% to 1.085%, based on senior unsecured credit ratings
JBG SMITH Properties LP entered into a Second Amended and Restated Credit Agreement with Bank of America on August 27, 2026, providing a $690.0 million senior unsecured revolver maturing August 27, 2030, with $230.0 million drawn as of that date. The company also amended two Wells Fargo term loans and its $120.0 million 2023 Term Loan to align covenants with the new revolver, extending part of a $400.0 million term loan to August 25, 2028.
$690.0 million revolving facility replaces the $750.0 million Existing Credit Agreement, which was due June 29, 2027; $230.0 million was drawn as of August 27, 2026
Revolver matures August 27, 2030, with two six-month extension options at a 0.075% fee each
$228.9 million of the $400.0 million Tranche A-2 term loan was extended to August 25, 2028; $171.1 million remains due January 13, 2028, and the term loan was increased by $15.0 million
Financial covenants include total indebtedness to property valuation of not more than 60% and EBITDA to fixed charges of at least 1.50 to 1.00
Southern First Bancshares' Board authorized a share repurchase plan of up to $10.0 million of common stock, roughly 2% of the company's shares. The company may buy back shares through open market and privately negotiated transactions, with timing and amounts at management's discretion, and the company is not obligated to repurchase any shares.
Authorized repurchase of up to $10.0 million of common stock, or approximately 2%
Purchases may be made in open market and privately negotiated transactions, at management's discretion
Repurchases after August 23, 2027 would require additional Board and Federal Reserve approval
Plan may be discontinued, suspended or restarted at any time
BitGo entered into a merger agreement to acquire the institutional trading business of NYDIG, through a two-step merger with NYDIG IF Holdings LLC. Consideration includes $7,000,000 in cash, shares valued at about $35,500,000 at closing, and contingent cash and share payments tied to revenue milestones.
Closing consideration: $7,000,000 cash plus shares with an aggregate value of approximately $35,500,000
Contingent payments: $10,000,000 cash on a first revenue milestone, and up to $5,000,000 cash plus additional shares on a second milestone
Approximately 30 NYDIG employees are expected to join BitGo, along with institutional client trading relationships
BitGo agreed to file a registration statement covering the shares within 180 days after closing or 5 days after becoming S-3 eligible, whichever is earlier
Lam Research directors Sohail U. Ahmed and Michael R. Cannon notified the Board on August 24, 2026 that they will retire, effective November 2, 2026. The Board will shrink from 12 to 10 members once they leave, and the filing contains no replacement appointments.
Directors Sohail U. Ahmed and Michael R. Cannon will retire from the Board effective November 2, 2026.
Board size will be reduced from 12 to 10 directors upon their retirement.
Ahmed served about seven years; Cannon served about 16 years, including seven years as chair of the nominating and governance committee.
Koss Corporation reported fourth-quarter fiscal 2026 net sales of $3,263,853, up 5.8%, and net income of $476,801, compared with a net loss of $232,696 a year earlier. For the full year, sales rose 3.1% to $13,020,773 and the net loss narrowed to $391,464 from $874,831, with $1.0 million of tariff refunds received in the fourth quarter helping gross margin improve to 41.9%. Both headline sales and profit measures improved for shareholders, although the filing gives no forward guidance and European distributor sales declined.
Q4 net sales were $3,263,853, up $179,643 or 5.8% from $3,084,210 a year earlier.
Q4 net income was $476,801, or $0.05 per share, versus a net loss of $232,696, or $0.02 per share, in the prior-year quarter.
Full-year net loss was $391,464, or $0.04 per share, down $483,367 from $874,831, or $0.09 per share, in fiscal 2025.
Full-year gross margin rose to 41.9% from 37.8%, helped by $1.0 million in tariff refunds received in the fourth quarter.
Solstice Advanced Materials and Element Solutions mutually terminated their July 6, 2026 merger agreement on August 27, 2026, and neither party owes the other a payment. Solstice's board also approved a share repurchase program of up to $500 million, and the company reaffirmed its 2026 guidance.
Merger Agreement signed July 6, 2026 was terminated by mutual agreement; no termination fees are payable by either party.
Board authorized repurchases of up to $500 million of common stock, to be funded with cash on hand and cash from operations.
Goldman Sachs commitment letter and the Sir Martin E. Franklin voting and support agreement terminated automatically.
Full-year 2026 guidance affirmed: net sales of $4.125 billion to $4.185 billion and adjusted EBITDA of $1.035 billion to $1.055 billion.
Alto Neuroscience promoted Chief Financial Officer and Chief Business Officer Nicholas C. Smith to President and Chief Financial Officer effective August 26, 2026. CEO Amit Etkin remains chief executive but no longer holds the title of President. Smith's promotion comes with a $6 million cash retention agreement, which he forfeits if he leaves or is terminated for Cause before the two-year anniversary.
Nicholas C. Smith named President and Chief Financial Officer, effective August 26, 2026
Amit Etkin, M.D., Ph.D. continues as Chief Executive Officer and is no longer President
Retention Payment totals $6,000,000: $3,000,000 within ten days of the Effective Date and $3,000,000 at the twelve-month anniversary
Unpaid portion is forfeited and paid amounts may be recouped if Smith leaves before the two-year anniversary
Southland's subsidiaries agreed on August 26, 2026 to pay Liberty Mutual $5 million by September 30, 2026 to resolve about $36.4 million of surety losses tied to the Washington State Convention Center project. Southland expects the settlement to favorably affect pre-tax income by about $29 million in the third quarter of 2026, though that estimate is preliminary and subject to accounting review.
Settlement with Liberty Mutual, Zurich American and Fidelity and Deposit covers about $36.4 million of surety losses, about $34 million of which relates to the WSCC Judgement.
Company will pay $5 million to Liberty on or before September 30, 2026.
Preliminary estimate: favorable impact of about $29 million on income before income taxes in Q3 2026, subject to change.
Negotiations with Zurich to resolve the remaining surety payable related to the WSCC Judgement are ongoing.
K2 Capital Acquisition Corp, a special purpose acquisition company, amended its January 28, 2026 letter agreement with its sponsor and insiders on August 26, 2026. The amendment changes when founder shares and private placement units can be transferred after an initial business combination, which affects when insiders can sell their holdings.
Founder shares become transferable after the earlier of six months following the business combination or when the Class A share price equals or exceeds $12.00 for 20 of any 30 trading days, starting at least 150 days after completion
Lock-up on private placement units after a business combination shortened from 180 days to 30 days
Amendment No. 1 filed as Exhibit 10.1; signed by CEO Karan Thakur on August 27, 2026
Lantronix amended the employment or offer-letter agreements of CEO Saleel Awsare, Chief Revenue Officer Kurt Hoff and Chief Product & Strategy Officer Mathi Gurusamy, raising their annual base salaries effective August 1, 2026. The amendments also remove the two-year limit on severance for Hoff and Gurusamy, so their severance rights are no longer restricted to a qualifying termination within that window.
CEO Saleel Awsare's annual base salary increased to $550,000, effective August 1, 2026
Kurt Hoff and Mathi Gurusamy each have annual base salaries of $390,000, effective August 1, 2026
Severance restriction limiting payment to a qualifying termination within two years of start date no longer applies to Hoff or Gurusamy
Amendments dated August 26, 2026; filed in an 8-K signed August 27, 2026 by CFO Brent Stringham
Satellogic appointed Dustin Greer, its Senior Vice President and Corporate Controller since 2022, as Interim Chief Financial Officer, effective immediately, and he will also serve as principal accounting officer. The filing does not state why the prior CFO role changed, and it reports no new compensation arrangement with Mr. Greer tied to the appointment.
Dustin Greer appointed Interim CFO effective August 21, 2026, and also serves as principal accounting officer
Greer, age 47, has been Senior Vice President and Corporate Controller since 2022
Filing states no material plan, contract or arrangement was entered into or amended in connection with the appointment
Concentra Group Holdings Parent agreed on August 21, 2026 to buy 1,000,000 shares of its common stock from chairman Robert A. Ortenzio and related entities in a privately negotiated deal, closing August 24, 2026. The purchase, funded with cash on hand and approved by the independent Audit and Compliance Committee, represents about 0.784% of shares outstanding and reduces the share count shareholders own a stake in.
1,000,000 shares purchased at $34.65 per share, for a total of $34.65 million
Price is a 1% discount to the August 21, 2026 closing price
Transaction closed August 24, 2026; funded through cash on hand
Stockholders said the sale is to diversify their investment portfolios for financial planning purposes
JetBlue disclosed that directors Jesse Lynn and Steven D. Miller resigned from its board, effective August 24, 2026, after the Icahn Group's ownership fell below the level that entitled it to two board seats under a 2024 agreement. The filing says the resignations were not due to any disagreement with the company's operations, policies or practices.
Resignations effective August 24, 2026, following notice from the Icahn Group on August 21, 2026
Jesse Lynn also left the audit, governance and nominating, and finance committees
Steven D. Miller also left the audit and finance committees
Resignations were tied to the Director Appointment and Nomination Agreement dated February 16, 2024
Red River Bancshares' board declared a quarterly cash dividend of $0.25 per share on August 27, 2026. Shareholders of record as of September 8, 2026 will receive the payment on September 17, 2026.
Quarterly cash dividend of $0.25 per common share declared August 27, 2026
Record date is September 8, 2026; payment date is September 17, 2026
The filing contains no earnings, guidance, or other financial results
Affirm Holdings furnished a shareholder letter on its fourth fiscal quarter ended June 30, 2026 results, which is attached as Exhibit 99.1. The Board also appointed Michael Linford as President, effective August 27, 2026, with expanded oversight of legal, compliance, public affairs, revenue and global markets functions, and his compensation was unchanged.
Shareholder letter dated August 27, 2026 covers the fiscal fourth quarter ended June 30, 2026; it includes non-GAAP measures reconciled in the letter.
Board appointed Michael Linford as President on August 25, 2026, effective August 27, 2026; he was COO from September 2024 and CFO from August 2018 to November 2024.
Libor Michalek remains President, overseeing engineering, risk, operations, product and design; Linford and Michalek report to CEO Max Levchin.
Gap reported second-quarter fiscal 2026 net sales of $3.7 billion, down 2% from a year earlier, while GAAP diluted earnings per share rose to $1.38 from $0.57, helped by a $417 million tariff recovery adjustment. The company raised its adjusted full-year EPS outlook to $2.35 to $2.45 but narrowed its net sales growth outlook to up 1% to 1.5%, and said Old Navy CEO Horacio Barbeito will step down effective November 2, 2026, with Michael Francis succeeding him.
Net sales were $3.7 billion, down 2%; comparable sales fell 1%, with Old Navy down 4% and Gap up 10%.
GAAP diluted EPS was $1.38 versus $0.57 a year earlier; adjusted diluted EPS, excluding the net tariff recovery, was $0.52.
Fiscal 2026 adjusted diluted EPS outlook raised to $2.35 to $2.45 from $2.30 to $2.40; net sales outlook is up 1% to 1.5%, down from up 1% to 2%.
Horacio Barbeito steps down as Old Navy President and CEO effective November 2, 2026; Michael Francis, Chief Customer Officer, takes over that day.
Southern Cross Acquisition II Corp., a blank check company, closed its initial public offering on August 27, 2026, selling 7,652,630 units at $10.00 each for gross proceeds of $76,526,300. About $76,717,616 from the IPO and private unit sale was placed in a trust account, and access to those funds is restricted until a business combination or other specified events occur. The company also appointed three independent directors and adopted amended and restated articles of association.
Closed IPO on August 27, 2026 of 7,652,630 units at $10.00 per unit, including a partial over-allotment of 152,630 units, for gross proceeds of $76,526,300.
Sold 224,932 private units to the Sponsor and D. Boral Capital LLC for $2,249,320.
About $76,717,616 placed in the trust account; funds are not released until a business combination, a shareholder redemption event, or failure to complete a business combination within 12 months.
Hongmei Zhao, Wenhua Qian and Zhiqiang Du became independent directors effective August 26, 2026.
GE Vernova said CFO Kenneth Parks will retire on April 2, 2027, and that Claire McDonough, currently CFO of Rivian Automotive, will become CFO effective January 1, 2027. McDonough joins as a strategic advisor on November 1, 2026, ahead of taking the role, which is a planned succession that shareholders may watch for continuity in financial leadership.
Kenneth Parks, CFO, will retire on April 2, 2027, and serve as strategic advisor to CEO Scott Strazik from January 1, 2027 until then.
Claire McDonough, 45, becomes CFO effective January 1, 2027; she joins as strategic advisor on November 1, 2026.
McDonough's offer includes $1,000,000 base salary, a 100% target annual incentive, a $5,225,000 target LTIP grant expected in 2027, a $14,500,000 make-whole LTIP award, and a $5,000,000 cash sign-on payment.
The filing says full agreements will be filed with the Form 10-Q for the quarter ending September 30, 2026.
Devon Energy's Compensation Committee approved a higher base salary and a new restricted stock award for CEO and President Clay M. Gaspar. The salary increase is retroactive to May 7, 2026, the closing date of the Coterra Energy merger, and the stock award is valued at $2.7 million. The filing reports compensation changes only and gives no financial results, so it does not indicate operating performance.
Base salary raised to an annualized rate of $1,500,000, effective retroactively to May 7, 2026
Restricted stock award valued at $2,700,000, based on the closing price on the September 10, 2026 grant date
Stock award vests in three annual installments from the grant date
Committee approved the changes on August 21, 2026, citing benchmarking data and its consultant's recommendation
Elastic N.V. nominated former Microsoft Developer Division president Julia Liuson as a non-executive director, subject to a shareholder vote at the October 2026 annual general meeting. Director Caryn Marooney, who sits on the compensation and nominating committees, said she will not stand for re-appointment when her term expires, and the company said this is not due to any disagreement with the company or its board.
Julia Liuson was nominated to the board on August 26, 2026, and would also join the Compensation Committee if elected.
Liuson was President of Microsoft's Developer Division from November 2021 until June 2026.
Caryn Marooney notified the board on August 24, 2026 that she will not seek re-appointment at the 2026 AGM.
The board election is scheduled for the 2026 AGM in October 2026.
OceanLight Acquisition Corp said underwriters exercised in full their over-allotment option for 1,500,000 additional units, with the closing on August 24, 2026, generating $15,000,000 in gross proceeds. The sponsor also bought 7,500 private placement units for $75,000. The filing says $115,000,000 of IPO net proceeds from the Units, Option Units and Private Placement Units was placed in a trust account.
Underwriters exercised the over-allotment option in full on August 21, 2026, buying 1,500,000 Option Units at $10.00 each; closing occurred August 24, 2026 for $15,000,000 in gross proceeds
OceanLight Capital Sponsor Ltd. bought 7,500 private placement units at $10.00 each, generating $75,000
A total of $115,000,000 ($10.00 per Unit) of net proceeds was placed in a trust account maintained by Continental Stock Transfer & Trust Company
Pro forma public shares subject to redemption rise to 11,500,000 from 10,000,000
Avidbank Holdings sold $30 million of 7.00% fixed-to-floating subordinated notes due September 1, 2036, under an agreement dated August 26, 2026, with institutional purchasers. The company plans to use the proceeds to redeem its $22 million of 5.000% subordinated notes due 2029 and for general corporate purposes, and on August 27, 2026 it repurchased $18 million of those 2029 notes and called the remaining $4 million for September 30, 2026.
$30 million of notes sold at 100% of face amount, fixed at 7.00% until September 1, 2031, then resetting quarterly to three-month term SOFR plus 291 basis points
On August 27, 2026, $18 million of the 2029 notes were repurchased for about $18.2 million, including accrued interest; the remaining $4 million is to be redeemed on September 30, 2026
The notes are unsecured, subordinated obligations, are intended to qualify as Tier 2 regulatory capital, and were sold in a private placement with Piper Sandler & Co. as sole placement agent
Skillsoft director Helena B. Foulkes notified the board on August 26, 2026 that she is resigning from the board and all its committees, effective August 31, 2026. The filing states her resignation did not result from any disagreement with Skillsoft or its management on financial, operational, policy or practice matters.
Helena B. Foulkes notified the board on August 26, 2026 of her resignation, effective August 31, 2026.
She had served on the board since June 2021 and sat on the Audit Committee, Talent and Compensation Committee, and Nominating and Governance Committee.
The filing states there was no disagreement with Skillsoft or its management on financials, operations, policies or practices.
Life Time Group Holdings disclosed that two directors, J. Kristofer Galashan (Class II) and Paul Hackwell (Class III), resigned from the Board of Directors, with both resignations effective August 26, 2026. The filing does not state reasons for the resignations or name replacements.
Directors resigning: J. Kristofer Galashan (Class II) and Paul Hackwell (Class III)
Resignations notice given and effective August 26, 2026
Filing does not state reasons or name successors
Report signed August 27, 2026 by Erik Weaver, EVP and CFO
IREN reported fiscal 2026 revenue of $707.0 million, up from $501.0 million a year earlier, with AI Cloud Services revenue rising to $128.8 million from $16.4 million. The company swung to a net loss of $702.6 million from net income of $86.9 million, largely due to non-cash asset impairments tied to converting Bitcoin mining sites for AI Cloud use. The filing also announced a new multi-year AI Cloud contract with a leading frontier AI lab, which matters to shareholders because it signals demand for the company's capacity, though the stated $4 billion contracted ARR target is an internal operating metric rather than GAAP revenue.
FY26 total revenue was $707.0 million versus $501.0 million in FY25; AI Cloud Services revenue was $128.8 million versus $16.4 million.
FY26 net loss was $702.6 million versus net income of $86.9 million in FY25; impairments were $638.8 million for the year.
Q4 FY26 net loss was $684.0 million, including $450.4 million of impairments; Q4 adjusted EBITDA was $19.2 million versus $59.5 million in the prior quarter.
As of August 26, 2026, operating ARR was $1 billion, with $4 billion of contracted ARR for 2026 capacity.
At the August 26, 2026 annual meeting, Boot Barn stockholders approved the 2026 Equity Incentive Plan, which succeeds the 2020 plan for new grants. They also elected all management nominees to the board, approved the non-binding say-on-pay vote, and ratified Deloitte & Touche LLP as auditor. The plan adds 1,000,000 new shares, which matters to shareholders because it sets the potential pool for future equity awards.
The 2026 plan authorizes 1,000,000 new shares plus Rollover Shares, capped at 1,088,748 shares as of the Effective Date.
The plan terminates on the day before its tenth anniversary unless ended earlier or extended by the board with stockholder approval.
Say-on-pay passed with 27,036,041 votes for, 334,861 against and 22,781 abstentions.
Deloitte & Touche LLP was ratified as independent auditor for the fiscal year ending March 27, 2027.
Applied Materials elected Akash Palkhiwala, Chief Financial Officer and Chief Operating Officer of Qualcomm, to its board of directors and Audit Committee, effective August 27, 2026. The filing describes a standard non-employee director pay package, which does not change reported financial results, but the appointment adds a senior finance executive to the board's oversight.
Palkhiwala receives a $100,000 annual director retainer plus a $25,000 annual retainer for Audit Committee service, both prorated for the fiscal year.
He receives an automatic restricted stock unit grant valued at $250,000, prorated to the 2027 Annual Meeting, scheduled to vest in full on March 1, 2027.
Palkhiwala has served as Qualcomm's CFO since 2019 and COO since 2024; Chairman Tom Iannotti called him a terrific addition.
Outlook Therapeutics said its CFO Lawrence A. Kenyon will leave the role effective September 1, 2026, and the Board appointed Kevin Lundquist as CFO, Treasurer and principal financial and accounting officer from the same date. Kenyon will stay on in a non-executive role through September 30, 2026, and will step down from the Board, which will shrink to eight directors. The company says the departure was not due to any disagreement over accounting, financial reporting or operations.
Kevin Lundquist, 58, was CFO of CapsoVision Inc. from October 2024 to February 2026 and previously was CFO of Abzena Biologics from 2022 to 2023.
Lundquist's base salary is $450,000, with a target bonus of 50% of salary and an option to buy 500,000 shares.
Kenyon's separation agreement provides a lump sum of 12 months' base salary, $20,000 and his full 2026 target bonus, plus full option vesting and up to 12 months of COBRA benefits.
Titan Acquisition Corp. filed an August 2026 investor presentation with OpenPayd for use in meetings with existing and potential shareholders about their proposed business combination. The deck reports $96 million in annual recurring revenue (ARR) and more than $300 billion in annualized transaction volume as of July 31, 2026, and says a Nasdaq listing is anticipated by calendar Q4 2026. The filing is furnished rather than filed and does not contain new audited financial results.
ARR of $96 million as of July 31, 2026; the deck defines ARR as one month's revenue multiplied by twelve and says it is not a forecast
Annualized transaction volume of $300 billion or more as of July 2026, with more than 1,200 clients
Presentation information is current as of August 26, 2026; a Nasdaq listing is anticipated by calendar Q4 2026
The deck says the business combination remains subject to shareholder approval, closing conditions and possible changes to terms
National Health Investors entered a Change in Control Severance Agreement with executive Christian Maingot, effective August 27, 2026. The agreement sets severance terms that apply if his employment ends without cause or for good reason within two years after a change in control, or without cause within 30 days before one.
Agreement with Christian Maingot dated and effective August 27, 2026, filed as Exhibit 10.1
Severance includes a lump sum of 2.0 times the average of base salary and bonus over the most recent two calendar years
Also includes a lump sum equal to the greater of target bonus or earned bonus, pro-rated, plus 18 months of COBRA coverage and accelerated time-based equity vesting
Includes 12-month post-employment non-compete and non-solicitation restrictions if severance is paid
SentinelOne reported second-quarter fiscal 2027 revenue of $292 million, up 21% from a year earlier, and said it exceeded its guidance. The company raised its fiscal 2027 revenue and non-GAAP operating income outlook, but it still reported a GAAP net loss of $93.4 million for the quarter.
Q2 revenue was $292 million, up from $242 million; annualized recurring revenue (ARR) grew 22% to $1.218 billion as of July 31, 2026.
Fiscal 2027 revenue guidance is now $1.202 billion to $1.207 billion; non-GAAP operating income guidance is $124 million to $128 million.
GAAP net loss was $93.4 million, or $(0.27) per share, versus $(0.22) a year earlier; non-GAAP diluted EPS was $0.08, versus $0.04.
Cash, cash equivalents and investments totaled $813 million as of July 31, 2026.
Cintas director Melanie W. Barstad told the company on August 26, 2026 that she will not seek re-election at the 2026 annual shareholder meeting. She will remain on the board until that meeting, and the filing states her decision did not stem from any disagreement with the company over its operations, policies or procedures.
Melanie W. Barstad notified Cintas on August 26, 2026 of her decision not to stand for re-election
She will continue as a director until the 2026 annual meeting of shareholders
The filing states the decision was not due to any disagreement with the company
Ulta Beauty reported second-quarter fiscal 2026 results with net sales up 8.9% to $3.0 billion and diluted EPS up 13.3% to $6.55. The company raised its fiscal 2026 diluted EPS outlook to $28.70 to $29.00 from $28.36 to $28.80 and increased its fiscal 2026 stock repurchase plan to $1.8 billion from $1.5 billion, which matters to shareholders because it signals stronger expected profit and more capital returned to them.
Net sales rose 8.9% to $3.0 billion, while comparable sales increased 3.8% for the quarter ended August 1, 2026.
Operating income increased 10.1% to $379.6 million; gross margin slipped to 39.1% from 39.2%.
Updated fiscal 2026 diluted EPS outlook is $28.70 to $29.00, up from $28.36 to $28.80.
Fiscal 2026 repurchase plan increased to $1.8 billion from $1.5 billion; $1.0 billion remained under the $3.0 billion program as of August 1, 2026.
Elastic reported first-quarter fiscal 2027 results for the quarter ended July 31, 2026, with total revenue of $478 million, up 15% year over year. GAAP net loss narrowed to $16.7 million from $24.6 million a year earlier, and non-GAAP diluted earnings per share rose to $0.70 from $0.60. The company also issued guidance for the second quarter and full fiscal 2027, with fiscal 2027 revenue expected between $1.998 billion and $2.010 billion.
Total revenue of $478 million, up 15% year over year; sales-led subscription revenue of $399 million, up 18%
GAAP net loss of $16.7 million versus $24.6 million a year earlier, including a $19.9 million restructuring and other related charge
Non-GAAP diluted earnings per share of $0.70 versus $0.60 a year earlier
Q2 fiscal 2027 revenue guidance of $486 million to $487 million; fiscal 2027 revenue guidance of $1.998 billion to $2.010 billion
C3.ai's board appointed John C. Dwyer as a Class III director effective August 25, 2026, and the filing describes his initial term as running until the 2026 Annual Meeting of Stockholders. The filing says he receives standard non-employee director pay, including an initial option award with a grant date fair value of $900,000 that vests over five years.
Appointed to the board effective August 25, 2026 as a Class III director
Initial term runs until the Company's 2026 Annual Meeting of Stockholders
Initial option award with grant date fair value of $900,000, vesting over five years
Filing states no arrangements or understandings tied to his appointment and no related-party transactions requiring disclosure
PagerDuty reported second-quarter fiscal 2027 revenue of $124.4 million, up 0.8% year over year, with GAAP net income attributable to common stockholders of $4.7 million, or $0.06 per diluted share, down from $9.8 million, or $0.10, a year earlier. The company also said it is reducing current headcount by approximately 15%, with estimated non-recurring charges of $5.5 million to $7.5 million, mostly in the third quarter of fiscal 2027, which matters to shareholders because it adds costs while the company reports slower profit growth.
Revenue was $124.4 million, up 0.8% year over year; GAAP operating income was $10.2 million versus $3.6 million a year earlier.
Net income attributable to common stockholders was $4.7 million ($0.06 diluted per share), compared with $9.8 million ($0.10) in the prior-year quarter.
Headcount reduction of approximately 15%; estimated charges of $5.5 million to $7.5 million, mostly in Q3 fiscal 2027, with implementation substantially complete by end of Q4 fiscal 2027.
Full fiscal 2027 revenue outlook is $491.5 million to $496.5 million; non-GAAP operating margin outlook is 25.0% to 26.0%.
On August 21, 2026, Rocket Pharmaceuticals adopted a company-wide Severance and Change in Control Program and entered into employment agreements or an amendment with its CEO, General Counsel and Chief Operating Officer. The filing sets out severance levels, including enhanced payments if a termination occurs around a change in control, which define the company's potential payout obligations to these executives.
Program adopted August 21, 2026; CEO receives 15 months base salary without a change in control and 18 months within 12 months after one
CEO Gaurav Shah's agreement sets an annual base salary of $674,856 and a 60% target bonus
General Counsel Martin Wilson's agreement sets an annual base salary of $547,313 and a 45% target bonus
Chief Operating Officer Christopher Stevens' amendment, dated August 21, 2026, amends his July 7, 2025 agreement
Rubrik reported second-quarter fiscal 2027 revenue of $427.3 million, up 38% from a year earlier, and a GAAP net loss of $(0.30) per share, narrower than $(0.49) a year earlier. The company raised guidance for all guided metrics for fiscal 2027 and said results exceeded all guided metrics. The board also added Rakefet Russak-Aminoach as a director, expanding the board from eight to nine members.
Q2 total revenue $427.3 million, up 38% from $309.9 million; subscription ARR $1.66 billion, up 33% year over year
GAAP net loss per share $(0.30) vs $(0.49); non-GAAP diluted net income per share $0.20 vs $(0.03)
Fiscal 2027 revenue guidance $1,685 million to $1,693 million; free cash flow guidance $323 million to $333 million
Rakefet Russak-Aminoach appointed Class I director effective August 26, 2026, with a term expiring at the 2028 annual meeting
LifeVantage reported fourth-quarter and full fiscal 2026 results (year ended June 30, 2026) showing sharp declines in revenue and profit from the prior year. The company is not issuing formal fiscal 2027 guidance because of the recent transition in its Chief Executive Officer role, leaving shareholders without a company forecast for the coming year.
Fiscal 2026 revenue was $182.6 million, down 20.1% from $228.5 million in fiscal 2025; Americas revenue fell 23.2%.
Fourth-quarter revenue was $42.4 million, down 23.1%, and diluted EPS was $0.10 versus $0.15 a year earlier.
Fiscal 2026 diluted EPS was $0.40 versus $0.75; adjusted EPS was $0.56 versus $0.82.
No formal fiscal 2027 guidance was issued due to the recent CEO transition; Terrence Moorehead is President and CEO.
Marvell reported record second-quarter fiscal 2027 net revenue of $2.739 billion, up 37% from a year earlier and $39.0 million above the midpoint of its May 27, 2026 guidance. GAAP net income was $308.0 million, or $0.33 per diluted share, compared with $194.8 million, or $0.22, a year earlier. The company said it is again raising its revenue outlook for fiscal 2027 and fiscal 2028, and it expects third-quarter revenue of $3.150 billion, plus or minus 5%.
Data center revenue was $2.171 billion, up 46% year over year, while communications and other revenue was $567.8 million, up 10%.
Q2 non-GAAP diluted EPS was $0.94, compared with $0.67 a year earlier; GAAP diluted EPS was $0.33.
Third-quarter outlook: net revenue of $3.150 billion plus or minus 5%, and non-GAAP diluted EPS of $1.10 plus or minus $0.05.
Marvell will hold an Investor Day on October 6, 2026.
Rein Therapeutics received a Nasdaq notice on August 21, 2026, because its common stock closed below $1.00 per share over the previous 30 consecutive trading days. The company has until February 17, 2027 to regain compliance, and Nasdaq says it will start suspension and delisting procedures if compliance is not regained in time.
Notice received from Nasdaq on August 21, 2026 under Rule 5550(a)(1), the minimum $1.00 bid price standard
Compliance deadline is February 17, 2027, 180 days from the notice date
Regaining compliance requires a closing bid price of at least $1.00 for a minimum of 10 consecutive business days
Filing states there is no assurance of additional time after the initial 180-day period
Autodesk reported second-quarter fiscal 2027 revenue of $2.05 billion, up 16% year over year, and GAAP diluted earnings per share of $2.33 versus $1.46 a year earlier. The company raised its fiscal 2027 billings and revenue growth guidance, citing higher underlying growth expectations and the contribution from the MaintainX acquisition, while keeping its non-GAAP operating margin guidance unchanged.
Q2 revenue of $2,046 million, up 16% (14% in constant currency); billings of $1,854 million, up 10%
GAAP diluted EPS of $2.33 versus $1.46 a year earlier; non-GAAP EPS of $3.30, up $0.68 year over year
FY27 revenue guidance of $8,295 million to $8,345 million; non-GAAP operating margin guidance unchanged at about 39%
FY27 free cash flow guidance narrowed to $2,725 million to $2,750 million, including about $45 million of MaintainX transaction expenses
Alerus Financial declared a quarterly cash dividend of $0.22 per share, a 4.76% increase over the dividend paid a year earlier, payable October 9, 2026 to holders of record on September 25, 2026. The board also approved a new stock repurchase program for up to 1,250,000 shares, which takes effect once the prior program's remaining authorization is used up or the prior program ends, and runs through August 26, 2029. The company is not obligated to buy any shares under the new program.
Quarterly dividend of $0.22 per share, payable October 9, 2026 to holders of record September 25, 2026
Dividend is 4.76% above the amount paid a year ago
New repurchase program authorizes up to 1,250,000 shares and expires August 26, 2029
About 320,033 shares remained under the prior program as of August 26, 2026; the prior program is scheduled to expire February 18, 2027
Sun Communities entered into an amended and restated employment agreement with Chief Investment Officer and Executive Vice President Aaron Weiss, dated August 21, 2026, which takes effect October 19, 2026. The filing sets a $600,000 base salary, a 100% target bonus and enhanced severance and change-in-control terms, which shareholders may view as relevant to executive pay costs and retention.
Base salary of $600,000 with an annual cash bonus target of 100% of base salary
Five-year term beginning October 19, 2026, with automatic one-year renewals
Severance on termination without cause or for good reason equals 1.5 times base salary plus target bonus; change-in-control payment equals two times base salary plus target bonus
TFS Financial's board declared a quarterly cash dividend of $0.3175 per share, payable September 23, 2026, to holders of record on September 9, 2026. The mutual holding company, which owns 81% of common stock, has waived its right to receive the dividend on its shares, so public shareholders receive the payout on their shares.
Dividend of $0.3175 per share, payable September 23, 2026, to shareholders of record as of September 9, 2026
MHC owns 227,119,132 shares, or 81% of common stock outstanding, and has waived its dividend on those shares
MHC waiver covers up to $1.27 per share through July 7, 2027, after waiving $1.13 per share over the four quarters ending June 30, 2026
Workday reported fiscal 2027 second-quarter total revenues of $2.649 billion, up 12.8% year over year, and non-GAAP diluted earnings per share of $2.75, up from $2.21. The company raised its fiscal 2027 non-GAAP operating margin guidance to 31.0% and authorized an open-ended repurchase of up to $4.0 billion of Class A common stock.
Total revenues of $2.649 billion, up 12.8%; subscription revenues of $2.471 billion, up 13.9%
GAAP diluted net income per share of $2.57 includes a $1.52 per share tax benefit tied to an intellectual property transfer; non-GAAP figure was $2.75
Fiscal 2027 subscription revenue guidance of $9.940 billion to $9.950 billion; non-GAAP operating margin guidance raised to 31.0%
Operating cash flow was $520 million versus $616 million a year earlier; free cash flow was $460 million versus $588 million
Key Tronic reported fiscal fourth-quarter 2026 revenue of $102.0 million, up 14% from $89.6 million in the prior quarter but down from $110.5 million a year earlier. The net loss widened to $34.3 million, or $3.16 per share, from $3.9 million a year earlier, mainly because of a $28.4 million non-cash deferred tax valuation allowance charge. The company will not issue revenue or earnings guidance for the first quarter of fiscal 2027, and the results remain preliminary pending the auditor's completion of its procedures.
Q4 revenue was $102.0 million, up 14% from $89.6 million in the prior quarter and down from $110.5 million a year earlier.
Q4 net loss was $34.3 million ($3.16 per share), versus $3.9 million ($0.36 per share) a year earlier, including a $28.4 million non-cash tax charge.
Q4 adjusted net loss narrowed to $2.9 million ($0.26 per diluted share) from $3.8 million ($0.35) a year earlier.
No revenue or earnings guidance for Q1 fiscal 2027; the financial data is preliminary and subject to change pending the independent audit.
A federal court in Nevada dismissed all claims the SEC brought against Live Ventures in its 2021 enforcement action, with no judgment, penalty, admission or findings against the company. CEO Jon Isaac separately agreed to a consent judgment with a $175,000 civil penalty on the individual claims against him, while denying the allegations.
Court dismissed all claims against Live Ventures in the SEC civil action, Case No. 2:21-cv-01433-JCM-MDC, filed August 2021
Company faced no judgment, penalty, admission or findings of any kind
Jon Isaac agreed to a consent judgment with a $175,000 civil penalty; he admits no wrongdoing and denies the allegations
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