1,853 material Form 8-K filings that 1,500 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).
Palo Alto Networks reported fiscal fourth-quarter 2026 revenue of $3.41 billion, up 34% year over year, and non-GAAP net income per diluted share of $1.02, up from $0.95. The company posted a GAAP net loss of $282 million, or $0.35 per diluted share, compared with GAAP net income of $254 million, or $0.36, a year earlier, and it also announced the acquisition of Console and fiscal 2027 guidance for revenue of $14.10 billion to $14.20 billion.
Q4 fiscal 2026 revenue $3.41 billion, up 34% year over year; Next-Generation Security ARR $9.10 billion, up 63%
GAAP net loss $282 million, or ($0.35) per diluted share, versus GAAP net income of $254 million a year earlier; the filing lists a $524 million change in fair value of convertible senior notes and capped calls among non-GAAP adjustments
Non-GAAP operating income $1.0 billion versus $768 million a year earlier; adjusted free cash flow $1.3 billion
Fiscal 2027 guidance: total revenue $14.10 billion to $14.20 billion; diluted non-GAAP EPS $4.16 to $4.19; first-quarter revenue $3.300 billion to $3.310 billion
GitLab reported second-quarter fiscal 2027 revenue of $286.3 million, up 21% from a year earlier, while its GAAP net loss widened to $36.8 million from $9.2 million. The company also said Chief Accounting Officer Simon Mundy will resign effective September 16, 2026, and CFO Jessica Ross will take on the principal accounting officer role.
Revenue of $286.3 million, up 21% year over year; non-GAAP operating income of $42.6 million, versus $39.6 million a year earlier
GAAP net loss attributable to GitLab of $36.8 million, or $(0.22) per share, compared with a loss of $9.2 million, or $(0.06) per share, a year earlier
Restructuring charges of $19.4 million were excluded from non-GAAP results; the restructuring was announced in May 2026
Third-quarter revenue guidance of $281 million to $283 million; fiscal 2027 revenue guidance of $1,129 million to $1,133 million
Dell reported fiscal second-quarter 2027 results for the quarter ended July 31, 2026, with net revenue of $46,971 million, up 58% year over year, and diluted EPS of $6.34, up 273%. Dell raised its full-year FY27 revenue guidance to $192.0 billion from $167.0 billion and its GAAP diluted EPS guidance to $24.37 from $17.31, while cash flow from operations fell 13% in the quarter to $2.2 billion.
Q2 net revenue of $47.0 billion, up 58% year over year; GAAP diluted EPS of $6.34, up 273%
Full-year FY27 revenue guidance raised to $192.0 billion from $167.0 billion; GAAP diluted EPS guidance $24.37, up from $17.31
Q3 FY27 guidance: revenue of $49.0 billion and GAAP diluted EPS of $6.10
Record $4.3 billion returned to shareholders in Q2; quarterly dividend of $0.63 per share payable Oct. 30 to holders of record as of Oct. 20
Sportsman's Warehouse reported second-quarter results for the thirteen weeks ended August 1, 2026, with net sales up 0.6% to $295.6 million and a net loss of $4.4 million, compared with $7.1 million a year earlier. The company reaffirmed its full-year 2026 guidance for same store sales and adjusted EBITDA. For shareholders, sales and loss improved year over year, and inventory and net debt were reduced, while same store sales were flat for the quarter.
Net sales rose 0.6% to $295.6 million; same store sales were flat, with Hunting and Shooting Sports up 6.7%.
Net loss narrowed to $4.4 million, or $(0.11) per diluted share, from $7.1 million, or $(0.18), a year earlier.
Adjusted EBITDA was $8.7 million, compared with $8.3 million in the second quarter of fiscal 2025.
Fiscal 2026 guidance was reiterated: same store sales down 1.0% to up 2.0% and adjusted EBITDA of $30 million to $36 million. Total inventory fell $44.5 million year over year, and net debt was $167.0 million.
Credo Technology Group reported first-quarter fiscal 2027 revenue of $479.0 million, up 114.7% from a year earlier and 9.6% from the prior quarter. GAAP net income was $129.4 million, or $0.67 per diluted share, down from $169.1 million in the prior quarter but up from $63.4 million a year earlier. The company guided second-quarter revenue to $525 million to $535 million.
Q1 fiscal 2027 revenue was $479.0 million, up 114.7% year over year and 9.6% quarter over quarter.
GAAP diluted EPS was $0.67, compared with $0.88 in the prior quarter and $0.34 a year earlier; non-GAAP diluted EPS was $1.20, compared with $1.16 in the prior quarter.
Q2 fiscal 2027 outlook calls for revenue of $525 million to $535 million and non-GAAP gross margin of 67.0% to 69.0%.
Ending cash and short-term investments totaled $764.3 million as of August 1, 2026.
Yext reported results for its fiscal second quarter ended July 31, 2026. Revenue fell 2% to $111.1 million and GAAP net income fell to $13.1 million from $26.8 million, while Adjusted EBITDA rose 29% to $34.0 million. For shareholders, the top-line and GAAP profit declines sit alongside stronger non-GAAP profit and a 1.8 million share buyback in the quarter.
Revenue was $111.1 million versus $113.1 million a year earlier, a 2% decrease.
GAAP net income was $13.1 million ($0.13 basic EPS) versus $26.8 million ($0.22 basic EPS) a year earlier.
Adjusted EBITDA was $34.0 million versus $26.4 million, with a margin of 30.6%; non-GAAP diluted EPS was $0.21 versus $0.12.
Total ARR was $440.8 million, down 1% year over year; customers with $50,000 or more in ARR grew 2% to $405.9 million.
MiniMed reported first-quarter fiscal 2027 net sales of $843 million, up 16.6% from $723 million a year earlier, and reported net income of $0 compared with a loss of $16 million. The company raised its fiscal 2027 organic revenue growth guidance to approximately 10.5% from approximately 10%, while reaffirming its adjusted EBITDA margin guidance of approximately 16%.
Net sales were $843 million vs. $723 million; U.S. net sales grew 13.1% to $240 million and international grew 18.1% to $603 million.
Net income attributable to the company was $0 (EPS $0.00) vs. a loss of $19 million (EPS -$0.08) a year earlier.
FY27 organic revenue growth guidance raised to approximately 10.5% from approximately 10%; the figure includes a 1.0% to 1.5% benefit from an extra week in Q1.
Adjusted EBITDA margin guidance of approximately 16% was reaffirmed; a $2 million litigation benefit was recorded vs. a $17 million charge a year earlier.
Regis Corporation reported fiscal 2026 revenue of $224.5 million, up $14.4 million, and operating income of $24.4 million, up from $19.9 million. Net income fell to $6.9 million, or $2.41 per diluted share, from $123.5 million, or $46.10, in the prior year, which included a $115.5 million income tax benefit. Fourth-quarter revenue declined to $56.0 million, and the CFO said the company is evaluating refinancing alternatives to reduce its cost of debt.
Fiscal 2026 revenue rose to $224.5 million from $210.1 million, driven mainly by company-owned salon revenue; fourth-quarter revenue fell $4.4 million to $56.0 million.
Fiscal 2026 net income was $6.9 million, or $2.41 per diluted share, versus $123.5 million, or $46.10, a year earlier, when a $115.5 million tax benefit was recorded.
Fiscal 2026 adjusted diluted EPS was $2.70, down from $2.85, while adjusted EBITDA rose $1.2 million to $32.8 million.
Cash from operations was $13.1 million for the year, down $0.6 million; the company had $26.0 million in cash at June 30, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.