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).
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.
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.
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%.
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.
Lucky Strike Entertainment reported fourth-quarter and fiscal 2026 results, with total revenue up 0.9% in the quarter and 3.7% for the year, but same-store revenue fell 2.5% in the quarter and 0.2% for the year. Adjusted EBITDA declined in both periods, and the full-year net loss widened to $35.8 million from $10.0 million, while the quarterly net loss narrowed to $26.2 million from $74.7 million. The company also issued fiscal 2027 guidance calling for total revenue of $1,280 million to $1,310 million and adjusted EBITDA of $340 million to $360 million.
Q4 total revenue $303.9 million, up 0.9%; same-store revenue down 2.5%, which the company attributed largely to June, when the World Cup drew viewers away from its venues
Q4 net loss $26.2 million vs. $74.7 million a year earlier; adjusted EBITDA $74.1 million vs. $88.7 million
Fiscal 2026 net loss $35.8 million vs. $10.0 million; adjusted EBITDA $333.2 million vs. $367.7 million
Fiscal 2027 guidance: total revenue growth of 3% to 5%, adjusted EBITDA $340 million to $360 million, capital expenditures of about $90 million; quarterly dividend of $0.06 per share payable September 22, 2026
Malibu Boats reported fourth-quarter fiscal 2026 net sales up 42.7% to $295.5 million and GAAP net income up 53.7% to $7.4 million, helped by the Saxdor acquisition. For the full fiscal year, GAAP net income fell 88.8% to $1.7 million, and the company guided fiscal 2027 net sales to $1.08 billion to $1.12 billion and Adjusted EBITDA to $101 million to $109 million, while authorizing a $70 million share repurchase program.
Q4 fiscal 2026 net sales rose 42.7% to $295.5 million, including $61.2 million from the Saxdor segment acquired March 2, 2026.
Fiscal 2026 GAAP net income fell 88.8% to $1.7 million from $15.2 million; diluted EPS was $0.09, down 88.2%.
Fiscal 2027 guidance: net sales of $1.08 billion to $1.12 billion and Adjusted EBITDA of $101 million to $109 million.
Board authorized a $70 million share repurchase program for fiscal 2027; credit facility refinanced on July 10, 2026, with maturity extended to July 2031.
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.