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).
Americold closed its joint venture with EQT's Active Core Infrastructure fund on August 31, 2026, contributing 12 cold storage facilities valued at more than $1.3 billion. Americold received approximately $1.1 billion in net cash proceeds, which it intends to use to repay outstanding debt, and it will hold a 30% stake and serve as day-to-day manager. Shareholders face a capped contingent income support obligation of up to $70 million over the term.
Joint venture closed August 31, 2026; EQT holds 70% and Americold holds 30% of Americold-EQT Cold Storage Partnership, LLC
Approximately $1.1 billion in net cash proceeds, expected to be used to repay outstanding indebtedness
Income support arrangement capped at up to $70 million over the 10-year term
Joint venture obtained mortgage financing of up to $863.5 million, of which $845.5 million was drawn at closing
Array Technologies said it completed its acquisition of Affordable Wire Management, LLC (AWM), a provider of wire management and balance-of-system products for solar and energy storage projects, on August 31, 2026. Buyer paid cash consideration of approximately $165 million, net of customary adjustments and subject to final post-closing settlement. The company expects the deal to be at least high single digit accretive to Adjusted EPS in the first year before synergies.
Acquisition of AWM completed August 31, 2026 under a purchase agreement dated July 16, 2026
Cash consideration of approximately $165 million, subject to final post-closing settlement
Expected to be at least high single digit accretive to Adjusted EPS in the first year before synergies
Kevin G. Hostetler is CEO of Array; Scott Rand and Dan Smith, AWM co-founders, join as leaders of the combined business
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.
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.
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.
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
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.
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
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
Vince Holding's subsidiary completed the acquisition of the operating business of October's Very Own (OVO), a Canadian streetwear lifestyle brand, on August 24, 2026, while Authentic Brands Group took majority ownership of OVO's intellectual property. The company will hold a 5% stake in the OVO IP for $6,000,000 and a license to use it, with royalties payable to Authentic, and says the deal is expected to be earnings neutral in fiscal 2026 and accretive in fiscal 2027. The company also expects second quarter fiscal 2026 results at the high end of its prior guidance, excluding any tariff refund benefit.
OVO operating business acquired; the purchase agreement closed on August 24, 2026
Company to own 5% of OVO IP for $6,000,000 and hold a license with an initial term ending at the end of fiscal 2036
Q2 fiscal 2026 results expected at the high end of prior guidance, excluding any benefit from tariff refunds
Full second quarter results to be reported by September 15, 2026
HealthEquity reported second-quarter results for the period ended July 31, 2026, with revenue up 8%, net income up 10% and GAAP diluted earnings per share of $0.78, compared with $0.68 a year earlier. The company also raised its fiscal 2027 guidance, now expecting revenue of $1.411 billion to $1.421 billion and GAAP net income of $2.88 to $2.96 per diluted share.
Q2 revenue rose 8% to $350.7 million; net income rose 10% to $65.6 million
Adjusted EBITDA rose 11% to $167.0 million, with margin at 48% versus 46% a year earlier
Fiscal 2027 outlook: revenue $1.411 billion to $1.421 billion; non-GAAP EPS $4.66 to $4.73
Repurchased $108.1 million of stock in the quarter; $948.4 million remained authorized as of July 31, 2026
Best Buy reported second-quarter fiscal 2027 revenue of $9.78 billion, up from $9.44 billion a year earlier, and diluted EPS of $1.48, up from $0.87. The company raised its full-year FY27 adjusted diluted EPS guidance to $6.70 to $6.90 from $6.30 to $6.60, and also announced that Jason Bonfig will succeed Corie Barry as CEO effective November 1, 2026.
Q2 enterprise comparable sales rose 4.1%, with Domestic up 4.5% and International down 1.8%.
Diluted EPS was $1.48 versus $0.87; adjusted diluted EPS was $1.47 versus $1.28.
FY27 revenue guidance raised to $42.3 billion to $42.8 billion from $41.2 billion to $42.1 billion.
Quarterly dividend of $0.96 per share is payable October 8, 2026, to holders of record on September 17, 2026.
Dollar General reported second-quarter fiscal 2026 net sales up 5.2% to $11.3 billion, operating profit up 29.2% to $769.2 million and diluted EPS up 33.3% to $2.48. The company raised its fiscal 2026 diluted EPS guidance to $7.80 to $8.00 from $7.20 to $7.45, including an estimated $0.25 benefit from tariff refunds in the second quarter, and said it expects to resume share repurchases in the second half of the year.
Same-store sales rose 3.5%, with customer traffic up 2.0% and average transaction amount up 1.5%
Fiscal 2026 diluted EPS guidance is $7.80 to $8.00, up from $7.20 to $7.45 previously
Board declared a quarterly dividend of $0.59 per share, payable on or before October 20, 2026, to holders of record on October 6, 2026
Share repurchases of up to $700 million planned for fiscal 2026; $1.4 billion remained under the authorization at the end of the quarter
Burlington Stores reported second-quarter fiscal 2026 total sales up 11% to $3.0 billion and net income of $184 million, or $2.88 per diluted share, versus $94 million, or $1.47, a year earlier. The results include $55 million in tariff refunds, which the company plans to reinvest in lower prices in the second half, and the company raised its full-year Adjusted EPS guidance to $11.77 to $11.97.
Total sales rose 11% to $2,998 million; comparable store sales rose 2%
Net income was $184 million, or $2.88 per diluted share, vs. $94 million, or $1.47, a year earlier
Adjusted EPS was $2.37 excluding tariff refunds and certain bankruptcy acquired lease expenses, up 38% from $1.72
Fiscal 2026 guidance now calls for comparable store sales growth of 3% to 4% and Adjusted EPS of $11.77 to $11.97
Dollar Tree reported fiscal 2026 second-quarter net sales of $4.9 billion, up 7.0%, and diluted EPS of $2.70, compared with $0.75 a year earlier from continuing operations. The company raised its fiscal 2026 adjusted EPS outlook to $7.70 to $8.05, and both figures include tariff refund benefits that the company says are partly reinvested.
Q2 net sales rose 7.0% to $4.9 billion; comparable store net sales rose 3.7%, with traffic up 0.4%.
Q2 diluted EPS was $2.70, including a $1.31 benefit from the net impact of tariff refunds.
Fiscal 2026 adjusted diluted EPS outlook raised to $7.70 to $8.05, including an approximate $0.60 tariff refund benefit.
Q3 fiscal 2026 adjusted EPS outlook is $0.80 to $0.95, including a $0.50 impact from tariff refund reinvestments.
Synopsys reported third-quarter fiscal 2026 revenue of $2.477 billion, up from $1.740 billion a year earlier, and GAAP earnings of $2.84 per diluted share versus $1.50. The company raised its full-year fiscal 2026 revenue and non-GAAP EPS expectations, citing AI-driven demand, which signals stronger expected results for shareholders.
Q3 revenue was $2.477 billion versus $1.740 billion in Q3 fiscal 2025.
Q3 non-GAAP EPS was $3.91 versus $3.39; GAAP EPS was $2.84 versus $1.50.
Full-year fiscal 2026 revenue midpoint raised to $9.715 billion; non-GAAP EPS midpoint raised to $15.07.
Q4 fiscal 2026 non-GAAP EPS target range is $4.10 to $4.16 on revenue of $2.530 billion to $2.580 billion.
NVIDIA reported second-quarter fiscal 2027 revenue of $96.2 billion, up 106% from a year ago, and GAAP diluted earnings per share of $2.46 versus $1.08 a year earlier. It expects third-quarter revenue of $108.0 billion, plus or minus 2%, and returned about $26.0 billion to shareholders during the quarter. Shareholders see strong growth in both sales and profit, though GAAP net income includes $7.8 billion of net gains from equity securities.
Q2 fiscal 2027 revenue of $96.2 billion, up 106% from a year ago and 18% from the prior quarter
GAAP diluted EPS of $2.46 vs. $1.08 a year ago; non-GAAP diluted EPS of $2.22 vs. $1.01
Q3 fiscal 2027 revenue outlook of $108.0 billion, plus or minus 2%, assuming no Data Center compute revenue from China
About $26.0 billion returned to shareholders; $99.0 billion remaining under buyback authorization; $0.25 dividend payable October 1, 2026
HP reported fiscal third-quarter 2026 net revenue of $15.7 billion, up 12.5% from a year earlier, and non-GAAP diluted EPS of $0.83, up 11%. GAAP diluted EPS fell 11% to $0.71 from $0.80, and both figures include an $0.11 benefit from tariff refunds. HP raised its fiscal 2026 non-GAAP EPS and free cash flow outlook, which matters to shareholders because it signals stronger expected full-year profit and cash generation.
Q3 net revenue was $15.7 billion, up 12.5% from $13.9 billion in the prior-year quarter.
Non-GAAP diluted EPS was $0.83, up from $0.75; GAAP diluted EPS was $0.71, down from $0.80.
Fiscal 2026 non-GAAP diluted EPS outlook raised to $3.19 to $3.29; GAAP outlook raised to $2.52 to $2.62.
Fiscal 2026 free cash flow outlook raised to $3.0 to $3.2 billion; Q3 returned $0.6 billion to shareholders.
CrowdStrike reported fiscal second-quarter 2027 revenue of $1.47 billion, up 26% from a year earlier, and GAAP net income attributable to CrowdStrike of $5.3 million, compared with a loss of $70.2 million a year earlier. The company raised its fiscal 2027 net new ARR growth guidance to 34% at the midpoint, an increase of 630 basis points, which is a significant change in its outlook for shareholders.
Total revenue was $1.47 billion, up 26% from $1.17 billion in Q2 fiscal 2026; ARR grew 25% to $5.84 billion as of July 31, 2026.
GAAP net income attributable to CrowdStrike was $5.3 million, or $0.01 per diluted share, versus a loss of $70.2 million, or $0.07 per share, a year earlier.
Fiscal 2027 net new ARR growth guidance was raised to 34% at the midpoint, up 630 basis points.
Full-year fiscal 2027 total revenue guidance is $5,991.1 million to $6,011.1 million; Q3 fiscal 2027 total revenue guidance is $1,523.2 million to $1,529.2 million.
Veeva reported second-quarter fiscal 2027 total revenues of $928.0 million, up 18% from a year earlier, with GAAP diluted net income per share of $1.66 versus $1.19. The company said its full-year view improved and issued updated fiscal 2027 guidance, which points to higher revenue and non-GAAP earnings per share for shareholders.
Q2 total revenues $928.0 million, up 18%; subscription revenues $766.8 million, up 16%
GAAP diluted EPS $1.66 vs. $1.19 a year ago; non-GAAP diluted EPS $2.35 vs. $1.99
Fiscal 2027 guidance: total revenues $3,682 million to $3,687 million; non-GAAP diluted EPS of approximately $9.21
Fiscal third-quarter guidance: total revenues $932 million to $935 million; non-GAAP diluted EPS $2.33 to $2.34
Everpure reported fiscal second-quarter 2027 revenue of $1.2 billion, up 38% from a year earlier, and net income of $74 million, up from $47 million. The company raised its fiscal 2027 revenue guidance to $5.03 billion to $5.07 billion from $4.41 billion to $4.51 billion, but operating cash flow was negative $136 million in the quarter.
Q2 fiscal 2027 revenue was $1.2 billion, up 38% year over year; product revenue was $687 million, up 54%.
Net income was $74 million, or $0.21 per diluted share, compared with $47 million, or $0.14, a year earlier.
Fiscal 2027 revenue guidance rose to $5.03 billion to $5.07 billion; non-GAAP operating income guidance rose to $940 million to $960 million.
Operating cash flow was negative $136 million and free cash flow was negative $238 million in the quarter.
Agilent reported third-quarter fiscal 2026 revenue of $1.88 billion for the quarter ended July 31, 2026, up 8.1% from a year earlier, with GAAP EPS of $1.28 versus $1.18. The company raised its fiscal 2026 non-GAAP EPS guidance to $6.18 to $6.21 and its revenue guidance to $7.49 billion to $7.51 billion, so both headline results and forward expectations moved higher for shareholders.
Q3 revenue was $1.88 billion, up 8.1% reported and 7.3% core; GAAP net income was $362 million, or $1.28 per share.
Non-GAAP EPS was $1.62, up 18% from the year-ago quarter, including a $0.06 net benefit from tariff refunds.
Fiscal 2026 non-GAAP EPS is now expected at $6.18 to $6.21, an increase of 15 cents at the midpoint.
Fourth-quarter 2026 revenue is expected at $1.98 billion to $2.0 billion, with non-GAAP EPS of $1.71 to $1.74 and no future tariff refund benefit assumed.
Salesforce reported second-quarter fiscal 2027 revenue of $11.3 billion, up 11% from a year earlier, including a $456 million contribution from Informatica. GAAP diluted net income per share was $4.29, versus $1.96 a year earlier, and included a $2.43 per share gain on strategic investments. The company raised its full-year fiscal 2027 revenue guidance to $46.1 billion to $46.4 billion, a change that includes pending acquisitions of Contentful and Fin.
Q2 FY27 revenue of $11.3 billion, up 11% Y/Y; Informatica contributed $456 million
GAAP diluted net income per share of $4.29 vs. $1.96 a year earlier; non-GAAP diluted EPS of $5.90
Full-year FY27 revenue guidance raised to $46.1 billion to $46.4 billion; the $200 million raise includes pending Contentful and Fin acquisitions
Third-quarter FY27 revenue guidance of $11.42 billion to $11.5 billion; final ASR settlement expected in October 2026
Williams-Sonoma reported second-quarter 2026 net revenues of $1.96 billion, up 6.7% from a year earlier, with comparable brand revenue up 6.2%. GAAP diluted EPS was $2.84 versus $2.00, and non-GAAP diluted EPS was $2.10, up 5%, after excluding tariff refund items, and the company raised its full-year 2026 outlook for net revenues, comparable sales and non-GAAP operating margin.
Q2 net revenues $1,959.8 million vs. $1,836.8 million a year earlier; comparable brand revenue +6.2%
GAAP diluted EPS $2.84 vs. $2.00; non-GAAP diluted EPS $2.10 vs. $2.00, including a $167.8 million tariff refund income reduction to cost of goods sold
Fiscal 2026 outlook raised: net revenues +4.7% to +7.2%, comps +4.0% to +6.5%, non-GAAP operating margin 17.8% to 18.2%
Outlook excludes any benefit from tariff refunds or related interest; quarterly results remain preliminary until the Form 10-Q is filed
Abercrombie & Fitch reported second-quarter fiscal 2026 net sales of $1.3 billion, up 5% from a year earlier, and diluted EPS of $4.17 versus $2.91 a year ago. The quarter includes about $100 million of IEEPA tariff refunds, worth $1.75 per diluted share, and the company raised its full-year EPS outlook to $13.10 to $13.60 from $10.20 to $11.00.
Q2 net sales $1.3 billion, up 5%; comparable sales flat
Operating margin 19.9% vs 17.1% a year ago; includes about $100 million tariff refund benefit
Full-year EPS outlook raised to $13.10 to $13.60; share repurchases at least $500 million vs around $450 million previously
Q3 outlook: net sales growth 5% to 6%, EPS $2.90 to $3.20
Dycom reported record fiscal 2027 second-quarter contract revenue of $2.006 billion, up 45.6% from a year earlier, with net income of $115.6 million, or $3.81 per diluted share, versus $3.33 a year earlier. The company raised its full-year fiscal 2027 contract revenue outlook to $7.48 billion to $7.66 billion, though it also deferred about $150 million of Communications wireless program revenue into fiscal 2028.
Q2 contract revenues were $2.006 billion, up 45.6%, or 16.7% organically, versus the quarter ended July 26, 2025.
Q2 net income was $115.6 million, or $3.81 per diluted share, compared with $97.5 million, or $3.33, a year earlier.
Full-year fiscal 2027 contract revenue outlook is $7.48 billion to $7.66 billion; third-quarter contract revenue is expected at $1.90 billion to $1.98 billion.
The acquisition of National Technology Integrators was completed in the quarter and contributed about $22.9 million of revenue.
J.M. Smucker reported first-quarter fiscal 2027 net sales of $2.2 billion, up 5%, and GAAP net income per diluted share of $3.03, compared with a loss of $0.41 a year earlier. The company raised its full-year fiscal 2027 adjusted earnings per share guidance to $10.50 to $11.00 from $9.75 to $10.25, and its free cash flow outlook to $1.1 billion from $1.0 billion, with the adjusted EPS figures including tariff refunds received in the quarter.
Net sales were $2,219.3 million, up $106.0 million or 5% from $2,113.3 million a year earlier.
GAAP net income per diluted share was $3.03; adjusted EPS was $3.24, up 71% from $1.90, including an $0.84 benefit from tariff refunds.
Fiscal 2027 adjusted EPS guidance is $10.50 to $11.00, up from $9.75 to $10.25; net sales are now expected to decrease 1.0% to 2.0%, versus the prior decrease of 3.0% to 4.0%.
Free cash flow for the quarter was $337.3 million, compared with negative $94.9 million a year earlier.
Target Hospitality signed a new multi-year lease and services contract to support a data center in Pecos, West Texas, which the company expects to generate about $250 million of revenue through August 2030. The company also raised its full-year 2026 revenue and adjusted EBITDA outlook, with the midpoints up 6% and 22%, respectively, which points to higher expected revenue and earnings for shareholders.
Contract has an anticipated four-year term and is designed to accommodate about 1,100 individuals, with initial occupancy in August 2026 and full completion expected in September 2026.
2026 outlook: total revenue of $435 million to $445 million and adjusted EBITDA of $105 million to $115 million; total capital expenditures of $490 million to $510 million, excluding acquisitions.
The customer can terminate with no less than 60 days' advance notice if its prime contract ends, is suspended for an extended period, or is not performed.
Donaldson reported record fourth-quarter fiscal 2026 sales of $1.1 billion, up 8.0%, and GAAP diluted EPS of $1.10, up 13.4%. For fiscal 2027 it forecasts sales growth of 5.5% to 9.5% and EPS of $4.22 to $4.38, compared with fiscal 2026 GAAP EPS of $3.85, reflecting dilution from the Facet acquisition.
Q4 fiscal 2026 sales $1,058.8 million, up 8.0%; GAAP diluted EPS $1.10 versus $0.97; adjusted EPS $1.15 versus $1.03
Full-year fiscal 2026 sales $3.9 billion, up 5.3%; GAAP EPS $3.85, up 26.2%; adjusted EPS $3.98, up 8.2%
Fiscal 2027 guidance: EPS $4.22 to $4.38, including about $0.12 of dilution from Facet; operating margin 16.6% to 17.2%
Full-year fiscal 2026 cash used in acquisitions was $822.6 million, and long-term debt rose to $1,280.0 million from $630.4 million
On August 25, 2026, Huntsman stockholders voted to adopt the Merger Agreement with Olin Corporation, with 131,502,454 votes for and 1,828,828 against. The companies will implement the combination as a direct merger, and the transaction is expected to close in the first half of 2027, subject to regulatory approvals and other closing conditions.
Merger proposal: 131,502,454 for, 1,828,828 against, 378,859 abstentions
Advisory vote on merger-related executive pay: 117,592,172 for, 15,456,713 against, 661,256 abstentions
Quorum of 133,710,141 votes, or 76.23% of the 175,381,417 shares entitled to vote as of the July 9, 2026 record date
Expected closing in the first half of 2027, subject to required regulatory approvals
nCino reported second-quarter fiscal 2027 results for the period ended July 31, 2026, with total revenues up 8% and GAAP operating income of $13.6 million, compared with a $9.3 million loss a year earlier. The board also authorized an additional $100 million stock repurchase program, and the company issued revenue and profit guidance for the third quarter and fiscal 2027.
Total revenues were $161.0 million, up 8% from $148.8 million; subscription revenues were $143.5 million, up 10%.
GAAP income from operations was $13.6 million versus a $9.3 million loss in the prior-year quarter; non-GAAP operating income was $40.8 million, up 36%.
The board authorized a new repurchase program of up to $100 million of common stock, following $300 million in repurchases since April 2025.
Third-quarter total revenues are guided to $161.25 million to $163.25 million; fiscal 2027 total revenues are guided to $644.0 million to $647.0 million.
Semtech reported second-quarter fiscal 2027 results for the quarter ended July 26, 2026, with net sales of $341.9 million, up 33% from a year earlier and up 17% from the prior quarter. GAAP net income was $160.1 million, which included a $101.4 million income tax benefit, compared with a net loss of $27.1 million a year earlier. The company also guided third-quarter net sales to $410.0 million plus or minus $5.0 million and adjusted diluted EPS to $1.05 plus or minus $0.03.
Net sales of $341.9 million, up from $257.6 million in Q2 FY2026 and $291.0 million in Q1 FY2027.
GAAP diluted EPS of $1.59, compared with a loss of $0.31 a year earlier; the quarter included a $101.4 million tax benefit.
Non-GAAP adjusted diluted EPS of $0.71, up from $0.41 in Q2 FY2026.
Q3 FY2027 outlook: net sales of $410.0 million plus or minus $5.0 million; adjusted diluted EPS of $1.05 plus or minus $0.03.
Manitowoc filed an 8-K furnishing an investor presentation for the Midwest IDEAS Investor Conference on August 26, 2026, which includes updated 2026 full-year guidance. The updated ranges are higher than prior guidance for net sales, adjusted EBITDA and adjusted diluted net loss per share, with adjusted EBITDA including a $16 million net benefit from tariff refunds.
Updated 2026 net sales guidance is $2.3 billion to $2.4 billion, up from $2.25 billion to $2.35 billion.
Updated adjusted EBITDA guidance is $150 million to $170 million, including a $16 million net benefit from tariff refunds, up from $125 million to $150 million.
Updated adjusted diluted net loss per share guidance is $0.80 to $1.20, up from $0.45 to $0.90.
The presentation is scheduled for Wednesday, August 26, 2026, at 12:15 PM ET, and the company states $29 million remains on its approved share repurchase plan.
Zymeworks announced that its partner Jazz Pharmaceuticals received FDA approval for two Ziihera regimens as first-line treatment of HER2-positive gastroesophageal adenocarcinoma. Zymeworks earned a $250 million milestone payment from Jazz on the approval and remains eligible for up to $1.3 billion in further milestones plus tiered royalties of 10% to 20% on Jazz's net sales. The filing does not report revenue, profit or guidance figures for the period.
FDA approved Ziihera plus tislelizumab and chemotherapy, and Ziihera plus chemotherapy, as first-line HER2+ GEA treatments, announced August 25, 2026
Zymeworks earned a $250 million milestone payment from Jazz; total payments from Jazz are $650 million to date
Zymeworks remains eligible for up to $1.3 billion in additional Jazz milestones and up to $144 million in BeOne milestones
Kimbell Royalty Partners completed the $221.2 million Drop Down acquisition of mineral and royalty interests from affiliated sellers on August 21, 2026, paying about $75 million in cash and issuing 9,500,000 OpCo Common Units and an equal number of Class B Units. On August 24, 2026, it raised its guidance, with midpoint Q3 and Q4 2026 production now 10% and 15% above the midpoint of prior 2026 guidance. The new units are exchangeable into Common Units and will be covered by a resale registration statement that Kimbell must file within 5 business days of the closing.
Drop Down closed August 21, 2026: about $75 million in cash plus 9,500,000 OpCo Common Units and Class B Units (OpCo units valued at about $146.3 million)
Q3 2026 net production guidance of 26.5 to 29.5 Mboe/d; Q4 2026 guidance of 27.7 to 30.7 Mboe/d
Midpoint of guidance is 10% higher for Q3 and 15% higher for Q4 than prior 2026 guidance; cash G&A per Boe guidance lowered
Shelf registration statement to be filed within 5 business days of closing and made effective within 120 days
Comstock Inc. closed the sale of its mineral, mining, processing and mining-district real estate entities to Mackay Precious Metals Inc., a subsidiary of Mackay Gold & Silver Corp. The company says the transaction, valued at more than $45 million, reduces ongoing costs and enhances balance sheet liquidity, and it expects a gain of about $10 million to $12 million.
Comstock has received $20 million in cash and 2 million Mackay Gold & Silver common shares, currently valued at about $4.5 million
Expected gain of about $10 million to $12 million, with no cash taxes expected on the gain
A secured second-tranche payment of $7 million is due within 18 months
Estimated annual operational savings of $1.5 million; Comstock retains a 1.5% NSR royalty and a $10 million contingent payment tied to a mine construction decision or a change-of-control deal of at least $500 million within seven years
Arbutus Biopharma announced plans for a modified Dutch auction tender offer to buy back up to $230 million of its common shares, at $5.00 to $5.75 per share, funded from cash on hand. The offer has not yet commenced and is subject to exemptive relief, so its terms and completion are not assured, but it would return proceeds from the Moderna settlement to shareholders.
Offer to repurchase up to $230 million of common shares at not less than $5.00 and not more than $5.75 per share, in cash
Expected to commence on or about August 24, 2026, and expire on or about September 29, 2026, unless extended or terminated
Funded through the company's cash on hand; commencement depends on obtaining exemptive relief under Canadian and US securities laws
Follows the March 2026 Moderna settlement and a July 2026 initial payment under that settlement
BJ's Wholesale Club reported second-quarter fiscal 2026 net sales of $6.09 billion, up 15.9%, and diluted EPS of $1.36, up from $1.14 a year earlier. The company raised its full-year fiscal 2026 adjusted EPS outlook to $4.60 to $4.80, and Chief Commercial Officer Paul Cichocki is retiring effective August 21, 2026.
Q2 net sales $6.09 billion, up 15.9%; diluted EPS $1.36 versus $1.14 a year earlier
Comparable club sales rose 11.9%, or 3.1% excluding gasoline sales
Fiscal 2026 adjusted EPS outlook raised to $4.60 to $4.80; capital expenditures of approximately $800 million expected
Chief Commercial Officer Paul Cichocki retires effective August 21, 2026, and serves as part-time advisor through October 1, 2026
Ross Stores reported second-quarter fiscal 2026 sales of $6.3 billion, up 13%, with comparable store sales up 10%. Diluted earnings per share were $2.66 versus $1.56 a year earlier, including an approximate $0.60 benefit from $253 million in IEEPA tariff refunds, and the company raised its third- and fourth-quarter and full-year 2026 earnings per share projections.
Q2 sales $6.3 billion, up 13% from $5.5 billion; comparable store sales up 10%
Diluted EPS $2.66 vs. $1.56 a year ago, including about $0.60 from tariff refunds; prior guidance was $1.85 to $1.93
Fiscal 2026 EPS projection raised to $8.61 to $8.77; Q3 comparable sales guidance 6% to 7%, Q4 4% to 5%
2026 new store plan raised to 115 locations; company remains on track to repurchase $1.275 billion of stock in fiscal 2026
On August 19, 2026, ScanSource agreed to acquire MicroAge, a technology provider, for $220.5 million in cash at closing, with closing expected in September 2026 subject to antitrust waiting-period expiration and third-party consents. On August 20, the company reported fourth-quarter fiscal 2026 net sales of $953.1 million, up 17.3%, and GAAP diluted EPS of $1.24 versus $0.88, and issued fiscal 2027 guidance that excludes the pending MicroAge deal.
Purchase price is $220.5 million in cash at closing, with $3 million in escrow for purchase price adjustments and $6.8 million for indemnification claims.
Q4 fiscal 2026 (quarter ended June 30, 2026): net sales $953.1 million, up 17.3%; GAAP diluted EPS $1.24 versus $0.88 a year earlier.
Fiscal 2026 GAAP net income was $78.9 million, or $3.64 per diluted share, versus $3.00; cash was $88.4 million and total debt was $101.4 million at June 30, 2026.
Fiscal 2027 outlook (excluding MicroAge): net sales growth of 6% to 10%, adjusted EBITDA of $158 million to $165 million, and free cash flow of at least $85 million.
Deere reported third-quarter fiscal 2026 net income of $1.379 billion, or $5.10 per share, up from $1.289 billion, or $4.75 per share, a year earlier, on net sales and revenues up 5% to $12.608 billion. The company now forecasts fiscal 2026 net income of $4.75 billion to $5.00 billion, and nine-month net income fell 4% to $3.808 billion, so shareholders see a stronger quarter but a lower year-to-date profit.
Q3 net income $1.379 billion ($5.10 per share) vs. $1.289 billion ($4.75 per share) in Q3 2025
Q3 net sales and revenues rose 5% to $12.608 billion; nine-month net income fell 4% to $3.808 billion
Fiscal 2026 net income forecast set at $4.75 billion to $5.00 billion
Nordson reported record fiscal third-quarter 2026 sales of $818 million, up 10% year over year, and diluted EPS of $2.73, up 23%. The company raised its full-year guidance for sales and adjusted earnings, citing backlog up 35% over the prior year.
Q3 net income was $153 million, or $2.73 per diluted share, versus $126 million, or $2.22, a year earlier
Q3 adjusted EPS was a record $3.25, up 19%, excluding a non-cash loss on a minority investment and acquisition-related items
Full-year sales guidance now $3,035 million to $3,075 million; adjusted EPS guidance now $11.80 to $12.00
Management will discuss results on a webcast on August 20, 2026 at 8:30 a.m. Eastern
TJX reported second-quarter fiscal 2027 net sales of $15.2 billion, up 5%, with comparable sales up 4% and diluted earnings per share of $1.36, up 24% from $1.10. The company raised its full-year fiscal 2027 pretax profit margin and diluted EPS outlook, to $5.31 to $5.36 per share. Q2 results include a net benefit from IEEPA tariff refunds, so adjusted diluted EPS was $1.22, up 11%.
Q2 net sales $15.2 billion, up 5%; comparable sales up 4%, with Marmaxx at +1% and HomeGoods at +7%
Q2 diluted EPS $1.36 vs. $1.10 a year earlier; adjusted diluted EPS $1.22 excluding a $.14 net tariff refund benefit
Full-year fiscal 2027 diluted EPS outlook raised to $5.31 to $5.36; adjusted outlook $5.15 to $5.20
Returned $1.3 billion to shareholders in Q2 through buybacks ($798 million) and dividends ($529 million)
Estée Lauder reported fiscal 2026 results for the year ended June 30, 2026, with net sales up 5% to $15.0 billion and diluted earnings of $0.50 per share, compared with a loss of $3.15 per share a year earlier, which included large impairment charges. The company affirmed its fiscal 2027 organic net sales growth outlook of 3% to 5% and raised its adjusted operating margin outlook to 12.7% to 13.5%.
Full-year net sales were $15.0 billion, up 5% as reported and up 3% organically.
Diluted earnings were $0.50 per share, versus a loss of $3.15 per share in fiscal 2025; adjusted diluted earnings were $2.51, up from $1.51.
Fiscal 2027 outlook: organic net sales growth of 3% to 5% affirmed; adjusted operating margin outlook raised to 12.7% to 13.5%.
Free cash flow was $1.32 billion, compared with $0.67 billion in the prior year.
Target reported second-quarter 2026 net sales of $26.5 billion, up 5.3 percent, and diluted EPS of $4.11 versus $2.05 a year earlier. The results include a $994 million tariff refund benefit worth $1.65 per share, and excluding refunds EPS rose 20 percent. Target raised its full-year 2026 net sales growth outlook to around 5 percent and set a full-year EPS range of $9.90 to $10.90, which includes the refund benefit.
Q2 net sales of $26.5 billion rose 5.3 percent; comparable sales grew 3.8 percent, with digital comparable sales up 8.7 percent.
Q2 operating income was $2.6 billion versus $1.3 billion last year, including the $994 million tariff refund benefit.
Full-year 2026 EPS guidance is $9.90 to $10.90, including about $1.65 of Q2 tariff refund benefit; the company excludes potential future refunds from guidance.
No stock was repurchased in Q2; about $8.3 billion remained under the repurchase program approved in August 2021.
Keysight reported preliminary third-quarter fiscal 2026 results for the period ended July 31, 2026, with revenue of $1.85 billion and GAAP net income of $397 million, or $2.30 per share, compared with $1.35 billion and $1.10 per share a year earlier. The company also expects fourth-quarter revenue of $1.930 billion to $1.950 billion and non-GAAP earnings of $3.34 to $3.40 per share.
Q3 revenue was $1.85 billion, up from $1.35 billion in the third quarter of 2025; orders were $2.09 billion.
GAAP diluted EPS was $2.30 versus $1.10 a year earlier; non-GAAP diluted EPS was $3.07 versus $1.72.
Fourth-quarter fiscal 2026 guidance: revenue of $1.930 billion to $1.950 billion and non-GAAP EPS of $3.34 to $3.40.
Free cash flow was $403 million in the quarter, compared with $291 million a year earlier.
Fabrinet reported record fourth-quarter fiscal 2026 revenue of $1,315.8 million, up from $909.7 million a year earlier, and GAAP diluted EPS of $3.83 versus $2.42. The company guided first-quarter fiscal 2027 revenue to $1.375 billion to $1.425 billion and non-GAAP diluted EPS to $4.10 to $4.25, and its Thai subsidiary took a term loan of about $75.0 million guaranteed by Fabrinet.
Q4 fiscal 2026 revenue of $1,315.8 million, up from $909.7 million; GAAP net income of $139.3 million versus $87.2 million
Fiscal 2027 first-quarter guidance: revenue of $1.375 billion to $1.425 billion; non-GAAP EPS of $4.10 to $4.25
On August 17, 2026, Fabrinet Co., Ltd. borrowed a THB 2.50 billion (about $75.0 million) term loan from Bank of Ayudhya, guaranteed by Fabrinet, to support capital expenditures
On August 11, 2026, the compensation committee raised CEO Seamus Grady's base salary to $1,500,000 and set his fiscal 2027 target bonus at $2,625,000
Replimune reported a fiscal first-quarter 2027 net loss of $69.8 million, or $0.72 per share, down from $86.7 million, or $0.95 per share, a year earlier, as research and development and selling, general and administrative expenses both fell. The company also said the FDA granted accelerated approval for TUDRIQEV on August 6, 2026, and expects product in the market within 60 days, while cash declined to $195.3 million at June 30, 2026.
Net loss was $69.8 million ($0.72 per share) for the quarter ended June 30, 2026, versus $86.7 million ($0.95 per share) a year earlier.
R&D expenses were $49.3 million versus $57.8 million, and SG&A expenses were $19.0 million versus $32.6 million.
Cash, cash equivalents and short-term investments were $195.3 million at June 30, 2026, down from $268.9 million at March 31, 2026; the company cites $141.0 million in net proceeds from an August 2026 stock issuance.
The FDA granted accelerated approval for TUDRIQEV on August 6, 2026; Michelle DiNapoli was appointed Chief Commercial Officer, effective August 18, 2026.
Neumora reported a second-quarter 2026 net loss of $43.1 million, down from $52.7 million a year earlier, as research and development and general and administrative expenses declined. On the same day, President Joshua Pinto became chief executive officer effective August 14, 2026, succeeding Paul L. Berns, who becomes Executive Chairperson. The company said its $116.8 million in cash and cash equivalents is expected to support operations into the third quarter of 2027.
Q2 2026 net loss was $43.1 million, compared with $52.7 million in Q2 2025.
R&D expense was $29.3 million (Q2 2025: $38.7 million); G&A expense was $12.9 million (Q2 2025: $15.3 million).
Joshua Pinto, Ph.D., succeeds Paul L. Berns as CEO effective August 14, 2026, and was appointed a Class III director.
Cash and cash equivalents were $116.8 million as of June 30, 2026, expected to fund operations into the third quarter of 2027.
Bio Green Med Solution reported second quarter 2026 results on August 12, 2026, with $336,000 in fire safety product revenue and a net loss of $0.4 million, compared with a $1.3 million net loss a year earlier. The company also disclosed a June 2026 Business Combination Agreement under which Future NRG Sdn. Bhd. shareholders would receive more than 99% of the combined company, which would matter to shareholders if the exchange closes.
Revenue of $336,000 for the quarter ended June 30, 2026, versus no revenue in the prior-year period, following the September 2025 acquisition of Fitters Sdn. Bhd.
Net loss of $0.4 million, or $(0.08) per share from continuing operations, compared with $1.3 million, or $(0.93) per share, a year earlier.
June 2026 Business Combination Agreement with Future NRG Sdn. Bhd.; the Exchange can be terminated by either party if not closed by December 31, 2026.
Cash and cash equivalents of $3.8 million as of June 30, 2026; the company estimates current resources will fund planned expenditure into the first quarter of 2027.
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