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).
Sono Group N.V. signed a non-binding letter of intent on August 31, 2026, to combine with Sports One, a newly formed sports intelligence and sports franchise investment business, and sold 283,500 ordinary shares to private purchasers at market price. Sports One's existing equityholders would own a super-majority of the combined public company, and completion depends on definitive agreements, due diligence and shareholder approval, so there is no assurance the deal will close.
Share purchase of 283,500 ordinary shares, equal to 19.9% of outstanding ordinary shares, at the prior day's Nasdaq closing bid price, with a 180-day lock-up for purchasers
Proceeds are for working capital and general corporate purposes; the company agreed not to use them to repay debt (with limited exceptions) or to redeem shares
Sports One's existing equityholders would own a super-majority of the combined company, which is expected to be renamed Sports One
YA II PN, Ltd., the sole holder of the company's preferred shares, granted affiliates of Sports One a call option on approximately half of those shares (700 preferred shares subject to the option)
Kyntra Bio amended its royalty financing agreement with NQ Project Phoebus, L.P., lowering the maximum aggregate payments from $125 million to $65 million in exchange for a $42.6 million accelerated upfront payment. The company says the amendment and the FibroGen Europe bankruptcy together reduce its future liabilities by approximately $80 million, but pro forma cash, cash equivalents, investments, and accounts receivable fall to $53.1 million from $95.7 million as of June 30, 2026.
Maximum aggregate payments reduced from $125 million to $65 million, a $60 million reduction in payment obligations
$42.6 million upfront payment brings total payments to NQ Project Phoebus to $50 million, a full return of its invested capital
Remaining $15 million cap to be paid from 50% of Astellas revenue for EVRENZO sales in Europe and other Astellas territories excluding Japan
Pro forma cash and related balances of $53.1 million as of June 30, 2026; company expects cash runway into the fourth quarter of 2027
GrafTech approved a plan on August 6, 2026 to permanently cease manufacturing at its Monterrey, Mexico facility, and began notifying affected employees on August 31, 2026. The company estimates one-time cash costs of $20 million to $25 million, mostly expected by the end of 2027, and says the closure is meant to better align capacity with market conditions and reduce its cost structure.
Board approved closure of the Monterrey Facility on August 6, 2026; employee notifications began August 31, 2026
Production expected to conclude early in the second quarter of 2027, with phased wind-down subject to Mexican legal and labor obligations
Estimated one-time cash costs of $20 million to $25 million, including about $10.0 million for environmental and closure costs and $11.5 million for severance
Connecting pin production will rely on the Pamplona, Spain facility after the closure
ONEOK agreed to acquire Brazos Midstream's Permian Midland Basin assets for $4.425 billion in cash and signed a contribution agreement with an Apollo affiliate for a $9 billion minority equity investment. ONEOK says the deal reduces debt by about $5 billion and lowers expected pro forma 2027 leverage to about 3.25 times debt-to-EBITDA, but the Apollo investment carries a Class B return and distribution rights that will affect cash flow available to common shareholders.
Brazos Midland acquisition for $4.425 billion in cash, expected to close in the fourth quarter of 2026, subject to Hart-Scott-Rodino clearance.
Apollo investment of $9 billion for a Class B interest in ONEOK Holdings, with a 7.0% IRR cap for the first nine years; expected to close in the first half of September 2026.
About $5 billion of debt to be extinguished, with a tender offer capped at $2 billion, an early tender deadline of September 14, 2026 and an expiration of September 29, 2026.
DNA X, Inc. received a letter on August 28, 2026, from a Nasdaq Hearings Panel saying the company has regained compliance with the $2.5 million stockholders' equity requirement. The company's securities remain subject to delisting if it fails to maintain compliance with all Nasdaq listing rules through November 18, 2026, and it is under a mandatory panel monitor until August 28, 2027. If the company falls below the equity requirement again during that period, it would get no compliance plan or extra time, and its securities could be delisted.
Panel determined the company regained compliance with the $2.5 million stockholders' equity requirement; letter dated August 28, 2026
Securities remain subject to delisting if the company fails to maintain compliance with all Nasdaq rules until November 18, 2026
Mandatory panel monitor runs until August 28, 2027; a new equity deficiency would lead to a delisting determination with no cure period
Frontier Airlines, a subsidiary of Frontier Group Holdings, agreed on August 25, 2026 to end leases on 13 A320neo aircraft roughly six to seven years early, with the aircraft returned in the second half of 2026. The company expects about $260 million lower operating lease assets and liabilities, plus charges of $60 million to $80 million (non-cash) and $90 million to $120 million (cash), which will weigh on reported results in 2026 and beyond.
Early Return Agreement dated August 25, 2026 covers 13 A320neo aircraft currently in operation, to be returned in the second half of 2026.
Expected reduction of about $260 million in both operating lease right-of-use assets and operating lease liabilities.
Non-cash charges of $60 million to $80 million and cash charges of $90 million to $120 million, mostly recognized in Q3 and Q4 2026; most cash to be settled in 2028 and 2029.
On August 29, 2026, Frontier agreed with AerCap Holdings N.V. to direct lease 10 A321neo aircraft, with deliveries expected from Q4 2026 to Q1 2027.
SAIC reported second-quarter fiscal 2027 revenue of $1.88 billion, up about 6%, but net income fell 20% to $102 million and diluted EPS fell 12% to $2.38. The company raised its fiscal 2027 guidance for revenue, adjusted EBITDA, adjusted EBITDA margin and adjusted diluted EPS, while reiterating its free cash flow guidance.
Q2 revenue $1.88 billion, up 6%; organic growth 5.3%
Net income $102 million, down 20%; diluted EPS $2.38 vs. $2.71; adjusted diluted EPS $3.01 vs. $3.63
Fiscal 2027 adjusted diluted EPS guidance raised to $10.65-$10.75 from $9.90-$10.10; revenue guidance raised to $7.2 billion-$7.3 billion
Estimated backlog $22.1 billion at quarter end; quarterly dividend of $0.37 per share payable October 23, 2026
NACCO Industries posted an updated investor presentation on its website and furnished it under Items 2.02 and 7.01, with trailing twelve-month figures ended June 30, 2026. Net income fell sharply from the prior-year period, driven by asset impairment and pension settlement charges, while non-GAAP Consolidated Adjusted EBITDA rose. The presentation also removed solar development revenue from the company's expectations, which matters to shareholders weighing the company's growth outlook.
Trailing twelve-month net income ended June 30, 2026 was $17.3 million, down from $31.4 million a year earlier.
Consolidated Adjusted EBITDA, a non-GAAP measure, was $59.1 million versus $56.8 million a year earlier.
The period included $12.0 million of asset impairment charges and a $7.8 million pension settlement charge.
As of June 30, 2026, the company reported $45.5 million in cash, $114.6 million in total liquidity and $120.1 million in total debt.
On August 31, 2026, Ranger Energy Services agreed to acquire certain U.S. coiled tubing assets from STEP Energy Services for approximately $27.5 million, consisting of $22.5 million in cash and $5 million in Class A Common Stock. The company expects the deal to add $80 million to $90 million of revenue and more than $10 million of EBITDA in 2027, but 2026 cash flows are expected to be lower because of about $10 million of first-quarter post-close borrowings and the funding is through revolver borrowings.
Consideration is about $27.5 million: $22.5 million in cash and $5 million in Class A Common Stock, priced on a 30-trading-day volume weighted average price before closing.
Assets include 13 full coiled tubing spreads and five facilities, and Ranger expects to hire about 220 coiled tubing professionals and support staff.
Expected 2027 contribution is $80 million to $90 million of revenue and more than $10 million of EBITDA, including at least $2.5 million of first-year synergies.
Closing is expected on or about September 11, 2026, subject to customary conditions and third-party consents; post-close borrowings are expected to be about $30 million.
GameStop amended its exchange agreements for about $1.4 billion of 0.00% convertible notes due 2030 and 2032, ending the remaining averaging period and settling the balance in cash. Existing noteholders will receive about 55.5 million shares and $358.4 million in cash, with closing expected on or about September 3, 2026. The company also gave preliminary second-quarter results showing net sales down from the prior year while operating income and net income are expected to rise.
Noteholders receive about 55.5 million shares (about 73%) and $358.4 million in cash (about 27%); the company says the share count is now fixed
Preliminary Q2 net sales of $780 million to $800 million, versus $972.2 million a year earlier
Preliminary Q2 operating income of $150 million to $170 million versus $66.4 million; net income of $290 million to $310 million versus $168.6 million
About $2.8 billion of notes remain outstanding after the exchange; complete Q2 results are due September 8, 2026
On August 26, 2026, RenX Enterprises sold $5,662,716.07 in second senior convertible notes and second warrants in a private placement, with net proceeds of about $5.4 million after fees. The company used the proceeds to repay its February notes at 110% of their outstanding principal, and amended the related agreements to change registration deadlines and liquidated damages terms. The filing shows added debt and potential dilution from conversion and warrant shares, though it does not state a financial result.
Second Notes principal of $5,662,716.07 issued August 26, 2026; net proceeds of about $5.4 million
Up to 11,664,772 shares issuable on conversion at the Floor Price, and 3,520,859 shares under Second Warrants
Proceeds used to repay February Notes at 110% of outstanding principal
Second Registration Statement due 15th calendar day after the Second Closing Date
Nasdaq staff determined to delist Jupiter Neurosciences' common stock from the Nasdaq Capital Market after the company did not regain compliance with the $35,000,000 minimum market value of listed securities by August 25, 2026. The company intends to appeal to the Nasdaq Hearings Panel and expects the hearing request to stay further action, but it cannot assure that the appeal will succeed. Separately, the company regained compliance with the $1.00 minimum bid price requirement, though the delisting threat remains.
Nasdaq notice received August 27, 2026 states the Staff determined to delist the common stock from The Nasdaq Capital Market.
Market value of listed securities was below the $35,000,000 minimum; the compliance deadline was August 25, 2026.
Company intends to request a hearing before the Nasdaq Hearings Panel and expects this to stay further action; success is not assured.
Closing bid price was at least $1.00 for 10 consecutive business days, August 13 through August 26, 2026, and the bid price matter is closed.
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.
Standard Nuclear reported second-quarter 2026 revenue of $4.7 million, up from $0.6 million a year earlier, as it made its first commercial TRISO fuel delivery. Its net loss widened to $3.4 million from $1.6 million, driven by higher general and administrative, research and development, and cost of revenue expenses, and the company said its July IPO added about $137.7 million of net proceeds.
Q2 2026 revenue of $4.7 million vs. $0.6 million in Q2 2025; gross profit of $3.2 million vs. a gross loss of $0.6 million
Net loss of $3.4 million, or $(0.12) per share, vs. $1.6 million, or $(0.06) per share, in the prior-year quarter
Total Contract Backlog of $241.5 million at June 30, 2026, rising to $576.9 million after an August 2026 fuel supply agreement
IPO priced July 15, 2026 at $15.00 per share; closed July 17, 2026 with net proceeds of about $137.7 million
Serina Therapeutics entered into a Common Stock Purchase Agreement and a Registration Rights Agreement with Roth Principal Investments, both dated August 21, 2026. The company can choose, at its sole discretion, to sell up to $25 million of newly issued common stock over up to 36 months, so the deal gives it a funding option while adding potential dilution at prices set below market.
Agreement dated August 21, 2026 allows the company to sell up to $25 million of newly issued common stock to Roth Principal Investments, at the company's option and with no obligation to sell.
Purchases are priced at a discount to volume weighted average price: 7% before cumulative sales reach $12.5 million and 3% after, for market open and intraday purchases.
Under NYSE American rules, issuance is capped at 5,077,554 shares, equal to 19.99% of shares outstanding before signing, unless stockholders approve more or other conditions are met.
Sales can begin only after a resale registration statement is declared effective by the SEC, and the company may direct purchases for up to 36 months from that Commencement Date.
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.
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.
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.
American National Group Inc. filed its financial supplement for the quarter ended June 30, 2026. GAAP net income attributable to common stockholders was $198 million, up from a $7 million loss in the first quarter and $141 million a year earlier, but distributable operating earnings fell 9% year over year to $291 million. The results are mixed for shareholders: reported profit improved while the company's own operating measure declined.
Q2 2026 GAAP net income to common stockholders: $198 million, versus a $7 million loss in Q1 2026 and $141 million in Q2 2025
Distributable operating earnings: $291 million, down 5% from $306 million in Q1 2026 and down 9% from $320 million in Q2 2025
Total revenue: $1,706 million, up 7% from Q1 2026 and up 1% from Q2 2025
Total common stockholders' equity was $8,253 million at June 30, 2026, down 13% from a year earlier; gross annuity sales were $3,713 million, down 13% year over year
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
Photronics reported third quarter fiscal 2026 revenue of $216.0 million, up 2.7% from a year earlier, and GAAP diluted EPS of $0.49 versus $0.39 a year ago. Operating income fell to $45.5 million from $48.2 million, and non-GAAP diluted EPS of $0.50 was slightly below $0.51 in the prior-year quarter. The company also gave fourth quarter guidance for revenue of $207 million to $227 million.
Revenue $216.0 million, up 2.7% year-over-year and 2.9% sequentially
GAAP diluted EPS $0.49 vs $0.39 a year ago and $0.54 in the second quarter; non-GAAP diluted EPS $0.50 vs $0.51 a year ago
Operating margin 21.1% vs 22.9% a year ago
Q4 fiscal 2026 guidance: revenue $207 million to $227 million, operating margin 19% to 24%, non-GAAP diluted EPS $0.40 to $0.56
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.
Strattec reported fiscal fourth-quarter 2026 sales of $151.8 million, roughly flat from $152.0 million a year earlier, and GAAP diluted earnings per share of $0.95 versus $2.01. For the full fiscal year, sales rose to $579.4 million from $565.1 million and gross margin expanded to 16.5% from 15.0%, while the company authorized a new $40 million share buyback.
Q4 net income attributable to Strattec was $3.9 million, or $0.95 per diluted share, versus $8.3 million, or $2.01, a year earlier; adjusted diluted EPS was $2.06, unchanged.
Q4 gross margin fell to 15.6% from 16.7%; Q4 Adjusted EBITDA was $12.5 million versus $13.0 million.
Fiscal 2026 Adjusted EBITDA was $50.5 million, a 15.3% increase over the prior year.
The company had $108.2 million in cash and no debt at June 28, 2026, and repurchased $7.4 million of shares in the fourth quarter.
Ensysce Biosciences said Nasdaq determined on August 25, 2026 that it complies with the $2.5 million stockholders' equity requirement, but the company remains subject to delisting if it does not evidence compliance in its next periodic report. Nasdaq also granted an extension on the minimum bid price rule to February 22, 2027, and said the Cy Biopharma transaction triggers a change of control requiring the post-transaction company to meet initial listing criteria, with trading suspension possible if it does not.
Nasdaq determined on August 25, 2026 that the company complies with the $2.5 million stockholders' equity requirement, but delisting remains possible if compliance is not evidenced in the next periodic report
Nasdaq granted an additional 180 calendar days, until February 22, 2027, to regain the $1.00 minimum bid price requirement
Nasdaq said the Cy Biopharma transaction, completed August 5, 2026, is a change of control requiring an initial listing application; failure could lead to trading suspension
The company intends to submit an initial listing application in a timely manner
QumulusAI reported unaudited results for the quarter ended June 30, 2026, its first quarterly report since trading on the Nasdaq Global Market began July 16, 2026. Revenue rose 118% year over year to $6.7 million, but the company posted a net loss of $22.8 million, compared with net income of $12.1 million a year earlier, due in part to a $19.2 million non-cash loss on convertible notes.
Revenue of $6.7 million, up 118% from $3.1 million; gross margin 67% versus 55%
Operating loss of $7.7 million versus $2.2 million, driven by a $5.8 million rise in depreciation and amortization
Net loss of $22.8 million, or $0.72 per share, versus net income of $12.1 million
Signed 21 new direct customer contracts with aggregate expected take-or-pay value of $169.7 million
Electromed reported record fiscal 2026 results, with net revenues up 15.3% to $73.8 million and net income up to $11.3 million, or $1.30 per diluted share. The company also said CEO and director Jim Cunniff plans to retire on or about April 2, 2027, and the board has begun a search for his successor.
FY 2026 net revenues rose 15.3% to $73.8 million; operating income rose 43.7% to $13.9 million
Q4 FY 2026 net income rose 54.3% to $3.4 million, or $0.39 per diluted share
Cash from operations fell to $9.7 million from $11.4 million; the company repurchased $3.9 million of stock
CEO Jim Cunniff expects to retire on or about April 2, 2027 and will leave the board upon retirement
Intuit reported fiscal 2026 fourth-quarter revenue of $4.4 billion, up 14%, and full-year revenue of $21.4 billion, up 14%. Fourth-quarter GAAP operating income rose to $475 million from $339 million, but the company booked a $293 million restructuring charge and GAAP diluted EPS was $1.34 versus $1.35 a year earlier. The company also gave fiscal 2027 guidance for revenue of $23,279 million to $23,512 million, and its board approved a $1.38 quarterly dividend.
Q4 FY2026 total revenue was $4.4 billion, up 14%; full-year GAAP diluted EPS was $16.46, up 20%.
Q4 GAAP operating income was $475 million, including a $293 million restructuring charge; Q4 GAAP diluted EPS was $1.34 versus $1.35 a year earlier.
FY2027 GAAP revenue guidance is $23,279 million to $23,512 million; non-GAAP guidance now includes share-based compensation.
Quarterly dividend of $1.38 per share is payable October 16, 2026, to holders of record on October 8, 2026.
Quad/Graphics filed slides for presentations at the Midwest IDEAS Conference on August 26, 2026. The deck shows second-quarter 2026 net sales of $577.5 million, up from $571.9 million a year earlier, while adjusted EBITDA fell to $42.0 million from $43.3 million. Net debt leverage rose to 2.03x at June 30, 2026, from 1.57x at December 31, 2025.
Q2 2026 net sales were $577.5 million, compared with $571.9 million in Q2 2025.
Q2 2026 adjusted EBITDA was $42.0 million (7.3% margin), compared with $43.3 million (7.6% margin) in Q2 2025.
Q2 2026 adjusted diluted EPS was $0.24, compared with $0.14 in Q2 2025; net earnings were $3.7 million versus a $0.1 million loss.
Net Debt Leverage Ratio was 2.03x at June 30, 2026, versus 1.57x at December 31, 2025; the 2026 guidance range for adjusted EBITDA is $175 million to $215 million.
Marzetti reported fourth-quarter and fiscal 2026 results for the period ended June 30, 2026. Quarterly net sales fell 2.2% to $465.0 million, while net income rose to $48.3 million, helped by an $18.5 million gain on the sale of its Milpitas, California, property, and adjusted diluted EPS rose 9.0% to $1.46. For shareholders the picture is mixed: reported quarterly sales declined and part of the profit gain came from the one-time property gain, though fiscal 2026 net income rose to $191.6 million and operating cash flow reached a record $283.8 million.
Fourth-quarter net sales were $465.0 million, down 2.2%, or up 0.4% excluding $12.2 million of prior-year temporary supply agreement sales with Winland Foods.
The Bachan's acquisition, which closed May 1, 2026, added $15.4 million of fourth-quarter Retail segment sales.
Fiscal 2026 net income was $191.6 million, or $6.98 per diluted share, versus $6.07 a year earlier; adjusted diluted EPS was $6.83 versus $6.72.
Fiscal 2026 cash dividends totaled $108.8 million and share repurchases totaled $36.3 million; the company increased its regular dividend for the 63rd consecutive year.
SelectQuote reported fourth-quarter fiscal 2026 revenue of $321.7 million, down from $345.1 million a year earlier, and a net loss of $16.8 million, compared with net income of $12.9 million in the prior-year quarter. Adjusted EBITDA rose to $11.9 million from $2.7 million, and cash used in operations narrowed to $3.3 million from $37.5 million. The company also gave fiscal 2027 guidance of $1.35 billion to $1.45 billion in revenue and $90 million to $115 million in Adjusted EBITDA.
Q4 fiscal 2026 revenue was $321.7 million versus $345.1 million in Q4 fiscal 2025; net loss was $16.8 million versus net income of $12.9 million
Q4 Adjusted EBITDA was $11.9 million versus $2.7 million a year earlier; fiscal 2026 Adjusted EBITDA was $109.1 million versus $126.3 million
Fiscal 2026 net income was $62.2 million and operating cash flow was $31.9 million, a $44 million improvement over fiscal 2025
Fiscal 2027 guidance: revenue of $1.35 billion to $1.45 billion, Adjusted EBITDA of $90 million to $115 million, and operating cash flow of more than $60 million
DICK'S reported second-quarter 2026 GAAP net sales of $5.6 billion, up from $3.6 billion a year earlier, mainly because of the Foot Locker acquisition, while GAAP earnings per diluted share fell 26% to $3.50. The company lowered its full-year 2026 Foot Locker comparable sales and operating income outlook, citing challenging athletic footwear conditions, but kept its DICK'S Business comparable sales outlook unchanged, which matters to shareholders because Foot Locker now makes up a large share of results.
Q2 GAAP EPS $3.50 vs. $4.71 a year earlier; non-GAAP EPS $3.53 vs. $4.38; 9.6 million shares issued for Foot Locker dilute per-share results.
DICK'S Business comparable sales rose 4.9%; Foot Locker proforma comparable sales fell 3.6%.
Full-year 2026 outlook: Foot Locker comparable sales now negative 2.0% to 0.0% and Foot Locker segment loss of $(80) million to $(40) million; DICK'S comparable sales outlook maintained at 2.5% to 4.0%.
Quarterly dividend of $1.25 per share, payable September 25, 2026, to holders of record on September 11, 2026.
Madison Air Solutions agreed to sell 90,108,130 Class A common shares at $24.97 each in a private placement expected to bring in about $2.25 billion before fees, with closing expected on or about September 1, 2026. The company says the proceeds will fully fund the equity portion of its acquisition of ebm-papst entities, for which estimated total cash payable at closing is $5.0 billion. Chairman Larry Gies and an affiliated entity, Madison Solutions LLC, are buying a combined $620.0 million of the shares, and the filing notes the sale may dilute existing stockholders.
Sale of 90,108,130 Class A shares at $24.97 per share, with gross proceeds expected to be about $2.25 billion
Larry Gies agreed to buy $300.0 million of shares; Madison Solutions LLC agreed to buy $320.0 million
Expected closing on September 1, 2026; proceeds fund the equity portion of the ebm-papst acquisition, with estimated total cash payable at closing of $5.0 billion
Shares must be registered for resale within 90 calendar days after closing; Gies and Madison Solutions shares are locked up for one year
Citi Trends reported second-quarter fiscal 2026 net sales up 10.9% to $211.6 million, with comparable store sales up 10.5%. The company posted a net loss of $0.9 million, or $0.11 per diluted share, compared with net income of $3.8 million a year earlier, which included an $11.0 million gain on a building sale. It raised its fiscal 2026 adjusted EBITDA outlook to $38 million to $42 million, which signals higher expected profitability for the year.
Q2 net sales of $211.6 million rose $20.9 million, or 10.9%, from Q2 2025; comparable store sales rose 10.5%.
Q2 net loss of $0.9 million ($0.11 per diluted share) compares with net income of $3.8 million ($0.46 per diluted share) in Q2 2025, which included an $11.0 million gain on the Savannah office building sale.
Fiscal 2026 adjusted EBITDA outlook raised to $38 million to $42 million from $35 million to $40 million; comparable store sales growth outlook raised to 9% to 11%.
First-half net income was $6.8 million; cash was $55.9 million at quarter-end with no debt.
Ensysce Biosciences said its first tranche of a Series C Preferred Stock financing, totaling roughly $43 million, closed on August 7, 2026, raising more than $21 million in gross proceeds. The company believes this restores compliance with Nasdaq's minimum stockholders' equity requirement and that it qualifies for a second 180-day grace period to regain compliance with the $1.00 bid price rule.
First tranche closed August 7, 2026, raising more than $21 million gross; total financing is about $43 million for 120,260 Series C Preferred shares
Second tranche depends on a clinical trial milestone that has not yet occurred
Company believes stockholders' equity is at least $2.5 million, meeting the Nasdaq Rule 5550(b)(1) requirement, pending Nasdaq confirmation
Second 180-day bid price grace period was requested from Nasdaq on August 24, 2026; Nasdaq response is pending
Jupiter Neurosciences sold 307,692 shares at $6.50 each in a registered direct offering that closed August 24, 2026, for gross proceeds of about $2.0 million before fees and expenses. The company believes the sale brings its stockholders' equity above the $2.5 million Nasdaq continued-listing requirement, but it is still waiting for Nasdaq's formal confirmation, and its shares may face delisting if compliance is not shown at its next periodic report.
Shares issued: 307,692 common shares at $6.50 each, under an agreement dated August 21, 2026
Gross proceeds: approximately $2.0 million before placement agent fees and offering expenses, closed August 24, 2026
Nasdaq stockholders' equity requirement: $2.5 million; company awaiting formal determination of compliance
Delisting risk remains if compliance is not evidenced at the next periodic report
At its recessed annual meeting on August 21, 2026, New Concept Energy stockholders approved issuing 2,000,000 new common shares to Realty Advisors, Inc. (RAI) for $1.00 per share in cash, or $2,000,000 in total. The issuance will proceed only after the NYSE American approves the additional listing application, and the filing states that it will cause a change in control, with RAI owning about 33.65% of outstanding shares afterward.
Stockholders approved the issuance with 1,872,051 votes for, 128,492 against and 120 abstentions.
RAI will pay $1.00 per share, $2,000,000 in total, from its working capital once the NYSE American approves the listing.
After the issuance RAI would hold 2,400,000 of 7,131,935 outstanding shares, about 33.65%, versus 400,000 shares (7.79%) it holds now.
NAPCO Security Technologies reported fiscal fourth-quarter and full-year 2026 results for the period ended June 30, 2026. Fourth-quarter revenue and net income reached records, while full-year net income slipped 0.9% after a $16 million litigation settlement charge in the third quarter. The board also declared a quarterly dividend of $0.17 per share, an increase of 13.3%.
Q4 net income rose 52.7% to a record $17.8 million; diluted EPS was $0.50, including about $0.09 from net tariff refunds.
Full-year net income fell 0.9% to $43.0 million, while diluted EPS rose 0.8% to $1.20 and non-GAAP diluted EPS was $1.60.
Full-year net revenue rose 11.4% to a record $202.3 million; recurring service revenue rose 13.0% to $97.5 million.
Quarterly dividend increased 13.3% to $0.17 per share, payable October 2, 2026, to holders of record September 11, 2026.
Expion Energy closed a $9.0 million private placement of 8% convertible debentures, with about $8.2 million in expected net proceeds, and acquired oil and gas assets in Eastern Louisiana for an adjusted cash price of $3,425,000. Kevin Sellers replaced Joseph Hammer as chief executive effective August 24, 2026, and the lead investor is affiliated with Hammer, who remains interim chairman. The financing is convertible into preferred stock and warrants, which could dilute shareholders, and the company is shifting into a new business line.
$9.0 million 8% convertible debentures due August 21, 2029, with net proceeds of about $8.2 million; conversion into Series A-1 preferred requires shareholder approval, with an initial conversion price of $4.25 per share.
Warrants to purchase up to 2,117,219 common shares; investors may buy up to $91.0 million of additional convertible preferred stock, subject to shareholder approval.
Acquired Eastern Louisiana oil and gas assets for an adjusted cash price of $3,425,000; the exploration agreement commits up to $4,000,000 to leasing and calls for a new lateral wellbore by February 15, 2027.
Kevin Sellers named CEO and board member effective August 24, 2026; lead purchaser Five Narrow Lane LP is affiliated with Joseph Hammer, who stepped down as CEO and remains interim chairman.
Azenta's President and CEO John Marotta resigned from the company and its Board effective August 22, 2026, and the Board named director Dr. Martin Madaus as interim President and CEO. The company reaffirmed its fourth quarter fiscal 2026 total revenue guidance but expects a one-time approximately $3 million consulting expense to affect fourth quarter adjusted EBITDA, and a search for a permanent CEO is underway.
John P. Marotta resigned as President, CEO and director effective August 22, 2026; the company says the resignation was not due to any disagreement on operations, policies or practices.
Dr. Martin D. Madaus, a Board member since January 2024, was elected interim President and CEO effective August 22, 2026, and will step down from the Nominating and Governance Committee chair role.
Fourth quarter fiscal 2026 total revenue guidance, issued August 4, 2026, was reaffirmed; adjusted EBITDA will be affected by a one-time approximately $3 million consulting expense.
The Board reduced its size from nine to eight members, and the company has retained Heidrick & Struggles to search for a permanent CEO.
RUM Group's affiliate signed a six-year commercial agreement with an unaffiliated U.S. cloud customer to supply GPU services at the company's Maysville, GA site, which is still under development, with a total order value of approximately $13.7 billion. In connection with the deal, the company entered a binding term sheet to issue the customer a warrant for up to 50,808,408 Class A shares at $0.01 per share, which creates potential dilution for existing shareholders, and the company disclosed that it does not currently have financing for the required spending.
Customer will buy GPU services in three tranches with a total order value of approximately $13.7 billion; the third tranche requires the customer's approval of the proposed delivery date.
Warrant covers up to 50,808,408 Class A shares at $0.01 per share; the initial 50% vests in three 16.67% tranches tied to the customer's purchases.
The remaining 50% of warrant shares can vest in five 10% tranches only if the customer signs one or more expansion agreements.
The company has no current financing for the project, and its obligations under the commercial agreement are not subject to any financing condition.
A federal court in California ruled in several related cases involving Sable's Santa Ynez Pipeline System. The court found Sable violated the 2020 consent decree by restarting operations without state authorization, imposed a $1.449 million penalty, and declined to order a shutdown because the federal pipeline regulator PHMSA had approved the Restart Plan. The court also denied California's bid for a preliminary injunction against the federal Defense Production Act order, and California filed a notice of appeal on August 20, 2026.
Court found Sable violated the Consent Decree by restarting the onshore pipeline without OSFM authorization, but declined to order a shutdown.
Court imposed a $1.449 million penalty on the Company.
Court denied California's motion for a preliminary injunction against the DPA Order; California filed notice of appeal on August 20, 2026.
In a separate case, the court declared the DPA Order bars California Department of Parks and Recreation from suing to stop Sable's onshore operations; defendant filed notice of appeal on August 21, 2026.
On August 21, 2026, a Delaware federal jury returned a verdict in patent infringement action brought by Beckman Coulter against Cytek Biosciences. The jury found noninfringement and invalidity on three of four asserted claims, but found infringement under the doctrine of equivalents on one claim and awarded $20 million in lost profits and $36.11 million in royalties. The company plans post-verdict motions and may appeal, and says the verdict does not require changes to its current products or operations.
Jury found noninfringement and invalidity on three of the four asserted patent claims.
On the remaining claim, jury found no literal infringement but found infringement under the doctrine of equivalents.
Past damages awarded: $20 million in lost profits and $36.11 million in royalties.
Company intends to pursue post-verdict motions and may appeal to the Federal Circuit; it says its products remain available.
Elutia completed the sale of its SimpliDerm breast reconstruction business, which made up substantially all of its Women's Health segment, to Cellution Biologics on August 17, 2026. The company received $7.7 million in cash at closing, subject to post-closing adjustments, with up to $3 million more in contingent payments. The filing says the company's 2025 and first-half 2026 pro forma continuing operations exclude the business, which had accounted for most of its reported net sales.
Net cash received at closing: $7.7 million, subject to post-closing inventory adjustments
Contingent payments of up to $3 million over the next 18 months, tied to technology transfer and commercial milestones
Pro forma six-month 2026 net sales from continuing operations: $2.2 million, versus $5.5 million as reported
Company expects to record an estimated gain of $4.9 million, which is not reflected in the pro forma periods
WhiteFiber completed a $310.0 million private offering of 5.00% convertible senior notes due 2032 on August 21, 2026, including the full $40.0 million option. The company used about $118.5 million of the roughly $298.5 million in net proceeds to exchange $198.15 million of its 4.500% notes due 2031 for cash and about 6.3 million ordinary shares. The new notes add debt and could dilute shareholders on conversion, which the company can settle in cash, shares, or both, and the filing says more project financing will be needed.
$310.0 million principal of 5.00% notes maturing September 1, 2032, with semiannual interest starting March 1, 2027
Initial conversion price of about $33.84 per share, a premium of about 25% over the August 18, 2026 last sale price
Exchanged $198.15 million of 4.500% notes due 2031 for about $118.5 million cash and about 6.3 million ordinary shares, leaving about $31.85 million outstanding
Net proceeds of about $298.5 million; the company says it will require additional project financing, such as construction loans
Insteel Industries will close its Upper Sandusky, Ohio welded wire facility and move manufacturing to its remaining welded wire plants, with operations expected to cease by the end of October 2026. The company expects restructuring charges of about $4.6 million, and says the move is not expected to affect its revenue.
Up to 65 positions to be eliminated at the Upper Sandusky facility
Operations expected to cease by the end of October 2026
Expected restructuring charge of approximately $4.6 million, including $1.0 million asset impairment
Cash charges expected to begin in the first quarter of fiscal 2027
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