504 material Form 8-K filings that 412 companies we cover made with the SEC in September 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).
Jones Lang LaSalle disclosed that Mihir Shah, CEO of Jones Lang LaSalle Technologies and a member of the Global Executive Board, will depart effective April 1, 2027. His separation agreement provides cash severance, a pro-rated incentive payment and other benefits, with equity awards treated under existing plans.
Mihir Shah leaves the company effective April 1, 2027; the separation agreement is dated September 28, 2026
Severance equals 54 weeks of base salary, or $675,000, plus a pro-rated Annual Incentive Plan payment of $590,000 and an additional payment of $2,360,000
Unvested equity awards are forfeited as of the Separation Date, with pro-rated vesting of outstanding awards based on service
Payments are conditioned on a general release of claims; the agreement includes a twelve-month non-solicitation covenant
MSG Knickerbockers entered into agreements on September 30, 2026 to separate its New York Rangers hockey business into MSG Rangers Corp., which will be distributed to its stockholders. The company keeps sole discretion over whether to proceed, and the distribution is expected on October 26, 2026, after which shareholders will hold shares in both companies.
Record date is October 20, 2026; distribution is expected October 26, 2026.
Holders receive one MSG Rangers share for every two shares of MSG Sports common stock held at the record date.
Regular way trading of MSG Knicks (MSGK) and MSG Rangers (MSGR) is expected to begin October 27, 2026.
Completion depends on effectiveness of the Form 10, certain conditions, final league approval and a tax opinion.
TTM Technologies completed its acquisition of Epiq Solutions on September 30, 2026, paying approximately $1.1 billion in cash, subject to customary adjustments. The purchase was funded with new term loans under a Third Amended and Restated Credit Agreement and proceeds from the company's 6.750% senior notes due 2034. The company expects the deal to be immediately accretive to adjusted EBITDA, moderately dilutive to non-GAAP diluted EPS in 2027, and accretive to non-GAAP diluted EPS in 2028.
Purchase price of approximately $1.1 billion in cash, paid to the seller on September 30, 2026, subject to working capital and other adjustments
New incremental facilities of $300 million term loan A and $800 million seven-year term loan B, with JPMorgan Chase Bank, N.A. as administrative agent
Company expects immediate accretion to adjusted EBITDA, moderate dilution to non-GAAP diluted EPS in 2027, and accretion in 2028
Take-Two Interactive entered a new long-term XBOX Publisher License Agreement with Microsoft, dated September 28, 2026 and effective September 17, 2026, that replaces all of its existing Xbox publisher license agreements with Microsoft. The filing describes the company's right to develop, publish, and sell Xbox-compatible products for all Xbox devices, but it does not disclose financial terms such as payment amounts or revenue share percentages.
Agreement signed September 28, 2026, with an effective date of September 17, 2026
Supersedes and replaces all of Take-Two's existing Xbox publisher license agreements with Microsoft
Microsoft has approval rights over each game concept and final version, including packaging and marketing featuring Microsoft's marks
Either party may terminate for material breach or insolvency; full text to be filed with the 10-Q for the period ending September 30, 2026
Alamo Group said on September 29, 2026 that, as part of a review of its product portfolio, it will stop producing its Dixie Chopper branded line. The company estimates $15.0 million to $20.0 million in charges in the third quarter of 2026, including $1.0 million to $4.0 million in cash costs for inventory returns, purchase commitments and related items. The charges are estimates that depend on factors such as the net realizable value of inventory and equipment returns, and the company may record other unanticipated charges.
Company will cease production of its Dixie Chopper branded product line, decided September 29, 2026
Estimated total charges of $15.0 million to $20.0 million expected in the third quarter of 2026
Approximately $1.0 million to $4.0 million of the charges are expected to be cash expenditures
Estimates are subject to assumptions and may change; additional charges are possible
Halozyme Therapeutics elected James Daly to its Board of Directors on September 28, 2026, disclosed in a filing dated September 30, 2026. Mr. Daly was placed in the class of directors with terms ending at the 2029 annual meeting and was not initially assigned to any Board committee.
Board election date: September 28, 2026
Term ends at the company's annual meeting of stockholders in 2029
Not initially assigned to any Board committee
Compensated under the non-employee director program; no related person transactions or election arrangements disclosed
Albertsons Companies appointed three new directors, William Boltz, Chris Drumgoole and Margaret Ham, effective October 14, 2026, expanding the board from 11 to 14 members. The company also named Senior Vice President Cody Perdue as Interim Chief Financial Officer effective September 30, 2026, after Sharon McCollam's previously announced retirement, so shareholders are seeing a change in the finance leadership while a permanent CFO is sought.
Three directors appointed effective October 14, 2026: William P. Boltz, Chris Drumgoole and Margaret M. Ham; board expands from 11 to 14 directors
Cody Perdue, SVP of Treasury, Investor Relations and Risk Management, named Interim CFO effective September 30, 2026
Perdue receives a stipend at an annual rate of $350,000 during his interim service, in addition to his normal compensation
Sharon McCollam stays in an advisory role through the end of the fiscal year on February 27, 2027; the search for a permanent CFO is underway
BioMarin entered into a Settlement and License Agreement with Ascendis Pharma on September 24, 2026, replacing an August 2026 binding term sheet. Ascendis receives a non-exclusive license to BioMarin patents covering TransCon CNP (navepegritide, Yuviwel), and BioMarin receives royalties on net sales until May 2030. The filing says the parties will dismiss all pending litigation between them over the patents, and it does not disclose dollar amounts.
Agreement dated September 24, 2026, deemed effective August 28, 2026, and supersedes the term sheet reported on August 31, 2026
Royalty of 20% of annual net sales in the United States and 18% in the EU, Brazil and South Korea, until May 2030
Pending litigation between the parties relating to the BioMarin patent rights to be dismissed with prejudice
Ascendis agreed not to challenge BioMarin's patent rights; no dollar figures disclosed
Ultra Clean Holdings appointed Alexander Davern to its Board of Directors, effective September 28, 2026. The filing says he has more than 30 years of industrial technology experience, including service as CEO of National Instruments from 2017 to 2020, and the appointment does not include any financial results or guidance.
Appointed to the Board effective September 28, 2026; announced in a press release dated September 30, 2026
Previously served at National Instruments from 1994 to 2020, including as CEO from 2017 to 2020 and CFO from 1998 to 2010
Currently an independent director of Cirrus Logic, Computer Modelling Group and Spectris plc
Will receive director compensation under the non-employee director policy and is expected to sign the standard indemnification agreement
Regeneron's Compensation Committee granted CEO Leonard Schleifer and CSO George Yancopoulos one-time performance share units effective September 24, 2026, replacing their annual equity awards through 2036. Payouts depend on new product filings, approvals and revenue from new products over a performance period ending December 31, 2035, with a maximum of 2,700,000 PSUs for the CEO and 2,900,000 for the CSO. The filing also discloses that both executives received equity stakes in a newly formed, majority-owned subsidiary that the company says has nominal value and no significant assets.
Grant effective September 24, 2026; performance period runs January 1, 2026 through December 31, 2035
Revenue-based earnout starts at $10 billion of new product annual revenues and the maximum requires about $30 billion
Award caps are 2,700,000 PSUs for the CEO and 2,900,000 PSUs for the CSO; shares are subject to a holding period until February 2036
Both executives received stakes in a new subsidiary formed to explore a non-core business that has not yet commenced operations
Progress Software reported fiscal third-quarter 2026 revenue of $246 million, down 2% year-over-year, while GAAP diluted earnings per share rose 25% to $0.55. The company raised its fiscal 2026 revenue and non-GAAP EPS guidance but cut its GAAP EPS guidance and expects a GAAP loss per share in the fourth quarter, and it closed its acquisition of Domo's AI and data platform business.
Q3 revenue was $246 million, down 2% year-over-year; ARR was $873 million, up 1% on a constant currency basis.
Fiscal 2026 revenue guidance was raised to $1,044 million-$1,052 million from $990 million-$1,002 million; GAAP diluted EPS guidance was cut to $1.18-$1.28 from $1.60-$1.74.
Fourth-quarter 2026 GAAP diluted loss per share is guided at $(0.41) to $(0.32); non-GAAP diluted EPS is guided at $1.24 to $1.33.
Q3 non-GAAP diluted EPS was $1.69, up 13% from $1.50; cash and cash equivalents were $113.7 million at quarter end.
Fortrea Holdings appointed Carrie Russell as its Chief Accounting Officer effective October 5, 2026. She has served as interim Chief Accounting Officer and principal accounting officer since August 7, 2026, while also serving as Vice President of Accounting. The filing gives her a $340,000 base salary and a 40% annual incentive bonus target, which is routine for an officer role and does not change the company's financial outlook.
Carrie Russell is appointed Chief Accounting Officer effective October 5, 2026, after serving as interim CAO since August 7, 2026
Annual base salary is $340,000, with an annual incentive bonus target of 40% of base salary
She is eligible for performance stock units and restricted stock units under the 2023 Omnibus Incentive Plan
Diamondback Energy amended its Stockholders Agreement with SGF FANG Holdings, LP, tying the Stephens group's board designation rights to its ownership level. Directors Darin Holderness and Lance Robertson resigned from the board in connection with a Board Stepdown under that agreement, not because of any disagreement with the company.
Amendment dated September 29, 2026 lets the Stephens Majority designate two directors if Stephens Stockholders own at least 10% but less than 25% of outstanding shares.
The Stephens Stockholders would have no designated directors if they own less than 10% of outstanding shares.
Darin Holderness resigned from the board on September 29, 2026; Lance Robertson resigned on September 30, 2026.
Resignations were stated to be unrelated to any disagreement with the company on operations, policies or practices.
Sonoco Products entered into a first amendment to its credit agreement on September 25, 2026, adding two term loan facilities totaling $800 million. It borrowed $500 million on the closing date and used it to refinance an existing $500 million term loan that was due in August 2028, with the remaining $300 million available for future refinancings.
New $400 million Tranche A term loan matures December 31, 2029, with no scheduled payments before maturity
New $400 million Tranche B delayed-draw term loan matures December 31, 2031; $100 million drawn at closing and $300 million remaining
$500 million borrowed on September 25, 2026 refinances an existing $500 million syndicated term loan scheduled to mature in August 2028
Interest margins are tied to senior unsecured debt ratings from S&P and/or Moody's
TD SYNNEX amended its trade receivables securitization program on September 25, 2026, extending the maturity to September 25, 2028 and raising lender commitments to $3.0 billion. The filing also lowers the program fee rates on used commitments to 0.725% (commercial paper funded) and 0.825% (other funding), and the lenders received an upfront fee.
Maturity extended to September 25, 2028
Aggregate lender commitment increased to $3,000,000,000
Program fee on used portion set at 0.725% per annum for commercial paper funding and 0.825% for other funding
Lenders were paid an upfront fee; the filing does not state its amount
Micron reported fiscal fourth-quarter 2026 revenue of $54.23 billion, up from $41.46 billion in the prior quarter and $11.32 billion a year earlier, with GAAP diluted earnings per share of $32.87. The company also guided first-quarter fiscal 2027 revenue to $61.5 billion, plus or minus $1.5 billion, and GAAP diluted earnings per share to $37.84, plus or minus $1.00, both above fourth-quarter levels. For shareholders, the filing shows sharply higher sales and profit and a higher outlook, and the company's forward-looking statements carry the risks described in its SEC filings.
Fiscal Q4 2026 revenue was $54.23 billion; GAAP net income was $37.70 billion, or $32.87 per diluted share
Fiscal 2026 revenue was $133.19 billion, up from $37.38 billion in fiscal 2025; GAAP net income was $84.97 billion
Q1 fiscal 2027 guidance: revenue of $61.5 billion plus or minus $1.5 billion; GAAP diluted EPS of $37.84 plus or minus $1.00
Board declared a quarterly dividend of $0.15 per share, payable October 29, 2026, to holders of record on October 14, 2026
City Holding Company (NASDAQ: CHCO) appointed Jessica Alsop as a Class I director and Vonda Huss as a Class II director, both effective September 30, 2026. Both will stand for election at the Company's 2027 Annual Meeting of Shareholders, and neither has been appointed to a board committee as of the filing date. The filing describes routine board additions with no financial results attached, so it has limited direct effect on shareholders.
Jessica Alsop has been senior vice president and chief legal officer at West Virginia University Health System since 2019.
Vonda Huss has been executive vice president and chief human resources officer at Brighthouse Financial since 2017 and previously spent 29 years at Wells Fargo.
Both were also appointed to the board of City National Bank of West Virginia, the Company's affiliate, effective September 30, 2026.
HealthEquity appointed Noémie Heuland, Chief Financial Officer of Moody's Corporation, to its Board of Directors effective September 24, 2026, expanding the Board to eleven members from ten. The filing also discloses that the company paid approximately $146,519 to Moody's controlled subsidiaries in the fiscal year ended January 31, 2026 for bond ratings services and data sets, and expects to pay more than $120,000 in the fiscal year ending January 31, 2027.
Heuland appointed effective September 24, 2026; Board expands to 11 members from 10, with nine of the 11 independent.
Heuland will serve on the Audit and Risk Committee and the Cybersecurity and Technology Committee.
Paid approximately $146,519 to Moody's controlled subsidiaries in the fiscal year ended January 31, 2026 for ratings services and data sets.
Expects payments to Moody's controlled subsidiaries to exceed $120,000 in the fiscal year ending January 31, 2027.
Mattel's CEO Ynon Kreiz resigned as CEO and chairman effective October 2, 2026, and the board named director Roger Lynch as chairman effective that date and as CEO no later than November 2, 2026. Jonathan Anschell will serve as interim principal executive officer until Lynch takes over, and the filing discloses Lynch's pay package, including a $2,300,000 base salary and $10,600,000 make-whole signing bonus.
Ynon Kreiz resigned as CEO and chairman effective October 2, 2026, to take a senior role at another public company
Roger Lynch, a board member since 2018, becomes chairman October 2, 2026 and CEO no later than November 2, 2026
Lynch's offer letter includes a $2,300,000 base salary, a 200% target bonus, and a $10,600,000 make-whole signing bonus
Diana Ferguson was named Independent Lead Director effective October 2, 2026
Pitney Bowes and its subsidiaries amended their credit agreement on September 29, 2026, reducing the interest rate margin on $585.5 million of tranche B term loans by 75 basis points. The company expects the change to cut annual interest expense by about $4 million, and the March 2032 maturity and other terms are unchanged.
Tranche B term loans outstanding of $585.5 million; margin cut from 375 to 300 basis points over Term SOFR, or 3.00%, and 2.00% for Base Rate loans
Company expects annual interest expense to fall by about $4 million based on the current principal balance
Maturity date (March 2032) and other loan terms unchanged, per the press release
S&P Global Ratings upgraded the issuer credit rating to 'BB-' from 'B+'
General Mills' board elected Chief Operating Officer Dana McNabb as chief executive, succeeding Jeffrey Harmening, who is retiring as CEO and will serve as Executive Chair of the board. Both appointments take effect January 1, 2027, and the board also set new pay levels for each executive.
McNabb's CEO base salary will be $1,350,000, with an annual cash incentive target of 180% of base salary, plus an incremental long-term incentive award of $2,100,000.
Harmening's base salary as Executive Chair will be reduced to $1,100,000, and his annual cash incentive target will decrease to 125% of base salary.
McNabb has been Chief Operating Officer since June 2026 and joined General Mills in 1999.
Jabil reported preliminary, unaudited fourth-quarter fiscal 2026 net revenue of $10.6 billion, up from $8.25 billion a year earlier, and U.S. GAAP diluted EPS of $3.76, up from $1.99. The company also guided fiscal 2027 net revenue to $44.5 billion and core diluted EPS to $17.55, and expects first-quarter fiscal 2027 revenue of $10.6 billion to $11.4 billion, which points to continued growth for shareholders if the outlook holds.
Q4 fiscal 2026 net revenue $10.6 billion vs. $8.25 billion a year earlier; U.S. GAAP diluted EPS $3.76 vs. $1.99
Fiscal 2026 net revenue $36.0 billion; core diluted EPS $13.09 vs. $9.75 in fiscal 2025
Conagra Brands reported first-quarter fiscal 2027 results for the period ended August 30, 2026, with net sales down 1.4% to $2.6 billion while diluted EPS rose 5.9% to $0.36 and adjusted EPS rose 5.1% to $0.41. The company reaffirmed its full-year fiscal 2027 guidance, including adjusted EPS of $1.40 to $1.50, so shareholders see weaker sales offset by higher profit and no change to the outlook.
Net sales fell 1.4% to $2.6 billion; organic net sales decreased 1.1%, driven by a 2.1% volume decrease.
Diluted EPS was $0.36, up 5.9%; adjusted EPS was $0.41, up 5.1%, helped by lower adjusted SG&A and higher equity method earnings.
Fiscal 2027 guidance reaffirmed: adjusted EPS of $1.40 to $1.50 and adjusted operating margin of 10.0% to 10.5%.
Free cash flow was ($128) million, a decrease of $102 million; net debt was $7.4 billion, with a 3.99x net leverage ratio.
Moderna appointed Juan Andres, a former Moderna executive who retired in 2023, as its new Chief Operating Officer, effective October 5, 2026, reporting to CEO Stephane Bancel. The company also said Chief Technical Operations and Quality Officer Jerh Collins will retire, so the appointment adds a senior operations role while a manufacturing leader departs.
Juan Andres, 62, starts as COO on October 5, 2026 and will serve on the Executive Committee.
Andres receives an initial base salary of $800,000 and a target annual bonus of 90% of base salary.
A new hire equity award with total value of $5,000,000 is subject to four-year vesting; annual equity target is $4,000,000 to $5,000,000.
Jerh Collins, Ph.D., Chief Technical Operations and Quality Officer, will retire; the filing gives no retirement date.
Johnson Controls International plc said Julie Brandt, its Vice President and President, Global Commercial and Field Operations, will leave her role as part of a planned transition tied to changes in the company's operating model. She moves to an advisory role on October 1, 2026, and is expected to stay in that role through December 31, 2026, and her departure will entitle her to severance under the company's officer severance policy.
Julie Brandt's transition to an advisory role begins October 1, 2026.
Brandt is expected to remain with the company in the advisory role through December 31, 2026.
Her departure triggers severance benefits under the Severance and Change in Control Policy for Officers; the filing gives no dollar amount.
The decision was determined on September 25, 2026, and the 8-K was dated September 30, 2026.
AEP filed notice that Alicia Knapp, its President of Nuclear Development, left the company on September 29, 2026, in an involuntary separation. She may receive severance under the company's Executive Severance Plan if she signs a release of claims and a one-year noncompetition agreement, which would give her one times her current salary and target annual incentive plus prorated vesting of certain long-term incentive awards.
Alicia Knapp, President Nuclear Development, left AEP on September 29, 2026 in an involuntary separation.
Severance benefits depend on Knapp signing a release of all claims that she may lawfully release and a one-year noncompetition agreement.
Benefits would include one times her current salary and target annual incentive compensation, plus prorated vesting of performance shares and restricted stock units.
FactSet reported fourth-quarter fiscal 2026 revenue of $634.7 million, up 6.3% year over year, while GAAP diluted EPS fell 15.4% to $3.41 and adjusted diluted EPS rose 11.6% to $4.52. The company also issued fiscal 2027 guidance calling for revenue of $2,600 million to $2,625 million and GAAP diluted EPS of $17.00 to $17.50, and on September 24, 2026 its board amended the bylaws to let the board delegate powers to committees and update shareholder nomination procedures.
Q4 GAAP operating income fell 11.7% to $156.6 million; GAAP operating margin was 24.7% versus 29.7%, mainly due to restructuring charges and incentive plan costs.
Full-year fiscal 2026 revenue was $2.48 billion, up 6.7%, while GAAP diluted EPS was $14.57, down from $15.55.
Fiscal 2027 guidance: revenue of $2,600 million to $2,625 million, GAAP diluted EPS of $17.00 to $17.50, and adjusted diluted EPS of $19.25 to $19.65.
Q4 share repurchases totaled $138.0 million, and $356.0 million remained available under the program as of August 31, 2026.
The Hartford Insurance Group said CEO Christopher Swift will leave the chief executive role effective March 1, 2027, and become executive chair while still chairing the board. President A. Morris Tooker, who joined in 2015, will become CEO on the same date and joins the board October 1, 2026. Tooker's proposed target pay is $12 million a year, and the change is a planned succession rather than a reported change in financial results.
Swift resigns as CEO effective March 1, 2027; expected to step down as executive chair in the second half of 2027
Tooker, 57, named CEO effective March 1, 2027 and elected director effective October 1, 2026
Tooker target total annual compensation of $12 million: $1.1 million base salary, $2.75 million AIP target, $8.15 million LTI target
Swift 2027 base salary of $1.2 million, AIP target of $2.4 million and LTI target of $7.4 million
Hormel Foods agreed on September 29, 2026 to acquire all outstanding membership interests of Brakebush Brothers, LLC, a value-added chicken company, for a base price of $1.055 billion in cash, subject to customary adjustments. The deal is expected to close in the first quarter of Hormel's fiscal 2027, subject to antitrust waiting periods and other closing conditions, and the company expects it to be accretive to adjusted earnings per share beginning in fiscal 2028.
Base purchase price of $1.055 billion in cash, subject to customary adjustments
Brakebush generated approximately $1.2 billion in net sales over the last 12 months, per the press release
Expected closing in the first quarter of fiscal 2027; either party may terminate if not completed by March 29, 2027, with a possible three-month extension
Company plans to finance the deal with a combination of cash on hand and long-term debt and expects run-rate cost synergies of about $20 million by the end of fiscal 2028
Cal-Maine Foods reported a net loss attributable to the company of $58.6 million, or $1.26 per diluted share, for the first quarter ended August 29, 2026, compared with net income of $199.3 million, or $4.12 per diluted share, a year earlier. Net sales fell 41.5% to $539.6 million, mainly because conventional shell egg prices dropped sharply, and the company will pay no cash dividend for the quarter.
Net sales were $539.6 million, down from $922.6 million, a decrease of 41.5%.
Operating loss was $82.2 million, compared with operating income of $249.2 million a year earlier.
Conventional Shell Eggs segment loss was $71.0 million, with average selling price per dozen down 59.3%.
No cash dividend for the quarter; cumulative loss to recover before a future dividend was $94.5 million as of August 29, 2026.
Cboe Exchange signed a Master License Agreement with S&P Opco, LLC, effective September 28, 2026 and running until December 31, 2051, extending its rights to the S&P 500 index for standardized options. Updated per-contract license fees start January 1, 2027, and Cboe estimates they will have a de minimis impact on its 2027 net revenue growth.
Agreement effective September 28, 2026, through December 31, 2051
No impact on 2026 royalty fee terms; updated fees begin January 1, 2027
Cboe estimates a de minimis impact on 2027 net revenue growth and will give 2027 organic net revenue guidance with fourth quarter earnings in February
SPX options set a record 970.6 million contracts in 2025, with average daily volume of 3.9 million contracts, up 25%
Northern Trust Chief Financial Officer David W. Fox, Jr. told the company on September 28, 2026 that he plans to retire on or around March 31, 2027. The company said it will conduct a comprehensive internal and external search for his successor, and Fox is expected to keep leading Finance during the transition.
Fox informed the company on September 28, 2026 of his plan to retire, effective on or around March 31, 2027.
Fox intends to remain in his role through the end of the first quarter of 2027 to support an orderly transition.
The company plans a comprehensive internal and external search for its next Chief Financial Officer.
Fox joined Northern Trust in 2012 and previously spent more than 25 years at JPMorgan.
Talen's board named President Terry Nutt as chief executive effective January 1, 2027, succeeding Mac McFarland, who retires March 1, 2027. The same day, Talen entered $1.5 billion of accelerated share repurchase agreements, funded by selling about $1.5 billion of future PJM capacity revenues, and raised its remaining buyback authorization to $3.0 billion. For shareholders, the buyback reduces the share count, but the company says its adjusted free cash flow forecast for 2H 2026 through 2028 falls from about $4 billion to about $2.8 billion after the capacity sale.
Terry Nutt becomes CEO and joins the board on January 1, 2027; his base salary is set at $1,200,000, with a target bonus of 135% of base and a long-term incentive target of 700% of base.
Mac McFarland serves as Senior Advisor from January 1, 2027 until his retirement on March 1, 2027, and will receive $100,000 for those services.
The ASRs with Goldman Sachs & Co. LLC and Banco Santander cost $1.5 billion, with about 4.0 million shares initially received; the company expects them to be completed by the end of the first quarter of 2027 and says they would repurchase m
The capacity monetization covers PJM 2027/2028 and 2028/2029 delivery years, with Citi, at SOFR plus 200 basis points; the company targets net leverage of 3.5x by the second half of 2027.
Crane Company's Board accepted the resignation of Lead Independent Director James L. L. Tullis under the company's director retirement policy, effective at the conclusion of the 2027 Annual Meeting of Stockholders. The filing says the departure was not due to any disagreement with the company on operations, policies, or practices, and the Board will begin searching for a successor to the Lead Independent Director role.
Board accepted Tullis's resignation at a regularly scheduled meeting on September 27, 2026
Resignation is effective at the conclusion of the 2027 Annual Meeting of Stockholders
Filing states the retirement was not the result of any disagreement with the company
Board will begin a process to identify a successor Lead Independent Director
On September 29, 2026, Tesla entered into three credit agreements totaling $30.0 billion: a $20.0 billion delayed draw term loan, an $8.0 billion five-year revolver and a $2.0 billion 364-day revolver. The company said no loans were outstanding under the facilities as of that date and that it does not currently plan to draw on them in 2026. The new agreements replaced an existing $5.0 billion revolving credit agreement that was terminated without early termination penalties.
Facilities total $30.0 billion: $20.0 billion term loan, $8.0 billion five-year revolver, $2.0 billion 364-day revolver
No loans were outstanding as of September 29, 2026; Tesla does not currently plan to draw on the facilities in 2026
Credit agreements require at least $5.0 billion of consolidated liquidity
Existing $5.0 billion revolving credit agreement with Citi, due January 20, 2028, was terminated with no borrowings and no early termination penalties
Unitil Corporation entered a Note Purchase Agreement on September 24, 2026, selling $27 million of 5.42% notes due 2031 and $33 million of 5.79% notes due 2036, totaling $60 million. The company plans to use the proceeds to make capital contributions to its utility subsidiaries, refinance existing debt and for general corporate purposes, which adds long-term debt to its balance sheet.
Series 2026A: $27 million of 5.42% senior unsecured notes due September 24, 2031
Series 2026B: $33 million of 5.79% senior unsecured notes due September 24, 2036
Proceeds planned for capital contributions to utility subsidiaries, debt refinancing and general corporate purposes
Notes sold privately to institutional investors under Section 4(a)(2) and are not registered under the Securities Act
Verizon's Board of Directors elected Charles Phillips, Co-Founder & Managing Partner of Recognize Partners LP, as a director effective September 25, 2026. He will receive the standard non-employee director compensation described in the company's April 6, 2026 proxy statement, and he has not yet been named to a Board committee.
Charles Phillips elected as director effective September 25, 2026
Phillips is Co-Founder & Managing Partner of Recognize Partners LP
Compensation follows the Non-Employee Director Compensation program in the April 6, 2026 proxy statement
Concentrix reported fiscal third-quarter 2026 revenue of $2,453.7 million, down 1.2% from a year earlier, and a GAAP net loss of $988.1 million, or $(16.24) per diluted share, driven by a non-cash $1,050.0 million goodwill impairment. Excluding non-GAAP items, diluted EPS rose 5.0% to $2.92, and the company raised its quarterly dividend to $0.37 per share. The company guided fourth-quarter non-GAAP diluted EPS to $2.86 to $2.98 and full-year 2026 non-GAAP diluted EPS to $10.97 to $11.09.
Revenue was $2,453.7 million, down 1.2% as reported and down 0.5% in constant currency
GAAP operating loss of $(910.3) million and net loss of $(988.1) million include a $1,050.0 million goodwill impairment
Non-GAAP operating income rose 1.3% to $309.0 million and non-GAAP net income rose 1.8% to $186.5 million
Quarterly dividend raised to $0.37 from $0.36, payable November 3, 2026; no shares repurchased in the quarter, with $396.6 million authorization remaining
Fox Factory Holding Corp. completed the sale of Wheelhouse Holdings, parent of baseball bat maker Marucci Sports, to Squared Up Holdings, an investor group led by Marucci senior management, on September 25, 2026. The Company received $200 million in cash, which it used to reduce borrowings under its credit facility, plus a $25 million subordinated note due December 31, 2026. The unaudited pro forma financial information filed with the 8-K shows a $120.1 million loss on the disposal, which weighs on shareholders even as it reduces debt.
Enterprise value of $225 million, paid as $200 million in cash and a $25 million subordinated convertible note
Note matures December 31, 2026; if unpaid, principal increases by $2.5 million and interest rises to 10% per year
Pro forma loss on disposal of $120.1 million and approximately $7.5 million in transaction costs
Pro forma six-month net sales fell to $647.6 million from $726.8 million historical
Acuity Inc. increased its Board from nine to ten members and elected Nick Tzitzon as an independent director, effective September 24, 2026. Tzitzon was also appointed to the Audit and Governance Committees, which adds a new director with software and AI leadership experience to oversight roles.
Board size increased from nine to ten members; Tzitzon elected effective September 24, 2026
Tzitzon is Vice Chairman of ServiceNow, Inc. since January 2020 and leads its AI Institute
Previously Executive Vice President of SAP SE from October 2012 to January 2020
Joins Audit and Governance Committees; initial term expires at next annual meeting
Workday reiterated its fiscal 2027 third-quarter and full-year guidance from August 27, 2026, except for GAAP operating margin, which it now expects to be roughly 20 to 21 percentage points below non-GAAP margin in the third quarter and about 19 points below for the full year. The company is reducing about 2.5% of its workforce, mainly in Product and Technology, and reducing leased office space, with charges of $65 million to $80 million that shareholders will see in GAAP results.
Reorganizations announced September 29, 2026 include a reduction of about 2.5% of current workforce, mainly in Product and Technology.
Charges of $65 million to $80 million: about $55 million to $70 million in fiscal Q3 and $10 million in fiscal Q4 2027.
Charges include $40 million to $55 million in cash severance and benefit costs, about $10 million in stock-based compensation, and about $15 million in office space impairment.
Employee actions are expected to be substantially complete by Q1 fiscal 2028; office actions by Q4 fiscal 2027.
Carnival reported record third-quarter 2026 results for the period ended August 31, with net income attributable to the company of $1.92 billion, up from $1.85 billion a year earlier, and revenue of $8.4 billion, up from $8.2 billion. The company said its full-year 2026 adjusted net income outlook improved by more than $150 million compared with June guidance, offsetting a $150 million impact from higher fuel prices.
Q3 net income attributable to Carnival was $1.92 billion versus $1.85 billion a year earlier; total revenues were $8.4 billion versus $8.2 billion.
Diluted EPS was $1.40 versus $1.33 a year earlier; adjusted EPS was $1.43, in line with the prior year.
Full-year 2026 adjusted net income is now expected to improve by more than $150 million versus June guidance, overcoming a $150 million impact from increased fuel prices.
The company completed about $1.2 billion of share repurchases year to date and paid $618 million in dividends for the first nine months.
TransDigm Inc., a subsidiary of TransDigm Group, completed a $3 billion offering of 6.75% senior secured notes maturing January 2035 on September 28, 2026, at 100% of principal. The company plans to use the net proceeds to repurchase $2.1 billion of its 6.75% notes due 2028 through a tender offer and for general corporate purposes, which refinances existing debt and adds new long-term borrowing.
Notes: $3,000 million, 6.75% coupon, issued at 100.00% of principal, maturing January 31, 2035
Interest payable January 31 and July 31 each year, starting January 31, 2027
Proceeds intended to repurchase $2,100 million of 6.75% notes due 2028 via a tender offer launched September 14, 2026, plus general corporate purposes
Indenture dated September 28, 2026 includes covenants limiting additional debt, distributions and asset sales; trustee is The Bank of New York Mellon Trust Company, N.A.
Sherwin-Williams entered a new 364-day, $750 million senior unsecured term loan on September 24, 2026, using it to repay and terminate its existing 364-day credit agreement dated August 8, 2025. Its subsidiary SW Luxembourg also took a new €100 million term loan from ING Bank, guaranteed by Sherwin-Williams, which can help refinance the existing facility. The filing describes these as refinancing and general corporate purposes, and the new loans mature in September 2027.
New $750 million term loan with Citibank, N.A. as administrative agent matures September 23, 2027
Existing 364-day credit agreement dated August 8, 2025 was repaid and terminated effective September 24, 2026
SW Luxembourg obtained a €100 million term loan from ING Bank, guaranteed by Sherwin-Williams, maturing September 23, 2027
New credit agreement requires leverage ratio of no more than 3.75 to 1.00, rising to 4.25 to 1.00 for four quarters after a Qualifying Acquisition
CarMax reported second-quarter fiscal 2027 results for the period ended August 31, 2026, with total net revenues up 19.5% to $7.9 billion and net earnings of $165.3 million, or $1.16 per diluted share, versus $0.64 a year earlier. The company said it plans to resume share repurchases in the third fiscal quarter and will hold a Strategic Update on November 3, 2026.
Total net revenues rose 19.5% to $7.9 billion; net earnings rose 73.3% to $165.3 million
Diluted EPS of $1.16 versus $0.64 a year ago, an increase of 81.3%
Gross profit per retail used unit fell $111 to $2,105 amid pricing actions to support sales
Plans to resume share repurchases in Q3 fiscal 2027; $1.31 billion remained under the authorization as of August 31, 2026
Westlake approved a plan to cease operations at its 165,000-metric-ton-a-year PVC plant in Cologne, Germany, with closure expected in the first quarter of 2027 and about 120 jobs affected. The company expects total pre-tax charges of about $205 million, and said it expects sequentially lower financial performance in the third quarter of 2026 than in the second quarter.
Total pre-tax closure charges of about $205 million: about $105 million non-cash and about $100 million cash
About $110 million of the charges expected to be recorded in 2026, with the remainder in 2027
Production to shift to other German sites, including the recently acquired Wilhelmshaven facility
Westlake expects sequentially lower third-quarter 2026 financial performance versus the second quarter
At its 2026 Annual Meeting on September 24, 2026, Korn Ferry stockholders elected all nine director nominees, approved an advisory resolution on executive pay, approved the amended and restated 2022 Stock Incentive Plan, and ratified Ernst & Young LLP as auditor for fiscal 2027. The amended plan adds 1,400,000 shares for stock-based awards and extends its term to September 24, 2036, which sets the terms under which future equity may be granted to employees and directors.
Plan adds 1,400,000 shares available for stock-based awards and extends term to September 24, 2036
Plan approved with 43,102,365 votes for and 2,155,490 against
Executive compensation advisory resolution approved with 43,800,129 votes for and 1,145,915 against
Ernst & Young LLP ratified as independent auditor for fiscal 2027 with 46,296,359 votes for
On September 28, 2026, AAR agreed to acquire a 65% controlling interest in MRO Holdings, an aircraft maintenance provider, for an estimated cash price of $1,819,174,310 plus Series A preferred stock with an agreed value of $780,825,690, subject to adjustments and closing conditions including regulatory approvals. The deal is expected to close in AAR's fiscal third quarter ending February 2027 and is to be funded partly by about $2.1 billion of new debt, which AAR expects to take net leverage to about 3.6x at closing. The filing also notes that a private investment in public equity offering may dilute existing stockholders, and the company's fiscal 2026 adjusted EBITDA was $401.1 million, up from $324.2 million.
Estimated cash purchase price of $1,819,174,310 and Series A preferred stock with an agreed value of $780,825,690, plus a $22,500,000 escrow deposit
Implied enterprise value of $4.0 billion; AAR expects about $2.1 billion of new debt financing and net leverage of about 3.6x at closing
Expected close in fiscal third quarter ending February 2027, subject to regulatory approvals; termination fee of $100,000,000 ($150,000,000 if the outside date is extended) applies if competition approvals fail
Press release shows fiscal 2026 net income of $187.7 million versus $12.5 million in fiscal 2025, and adjusted EBITDA of $401.1 million versus $324.2 million
Chesapeake Utilities designated Jeffrey S. Sylvester, its Senior Vice President and Chief Financial Officer, as principal financial officer, and Michael D. Galtman, its Senior Vice President and Chief Transformation Officer, as principal accounting officer, both on September 28, 2026. The filing states no compensation changes were made in connection with either designation, so the change is administrative in nature for shareholders.
Jeffrey S. Sylvester was designated principal financial officer on September 28, 2026; he was appointed CFO effective July 1, 2026
Michael D. Galtman was designated principal accounting officer on September 28, 2026; he became Chief Transformation Officer effective April 1, 2026
Galtman previously served as Chief Accounting Officer from 2019 to April 2026
No compensation changes were implemented for either officer in connection with the designations
Clearway Energy subsidiary Swan Purchaser LLC agreed on September 23, 2026 to buy membership interests in Swan TargetCo LLC from an affiliate of Clearway Energy Group for a base price of about $230 million in cash, subject to adjustments. Swan TargetCo will indirectly own Swan Solar, which is developing a 650-megawatt solar facility in Bates County, Missouri, and the deal is expected to close in the third quarter of 2028 subject to conditions.
Base purchase price of approximately $230 million in cash, subject to adjustments tied to a financial model with minimum economic thresholds
Swan Solar is developing and constructing a solar photovoltaic facility with about 650 megawatts of installed capacity in Bates County, Missouri
Closing expected during the third quarter of 2028, subject to customary conditions and third-party actions
Seller is Swan CE Seller LLC, an affiliate of Clearway Energy Group LLC; Purchaser will hold 100% of Target Company class A units at closing
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