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).
Matrix Service Company reported fourth-quarter fiscal 2026 revenue of $244.5 million, up from $216.4 million a year earlier, and net income of $1.1 million, or $0.04 per share, compared with a net loss of $11.3 million in the prior-year quarter. For the full fiscal year, the company still posted a net loss of $2.6 million, or $(0.09) per share, but that was narrower than the $(1.06) per share loss in fiscal 2025.
Q4 fiscal 2026 revenue was $244.5 million versus $216.4 million, the highest quarterly revenue in six years according to the company.
Q4 net income was $1.1 million, or $0.04 per share, versus a net loss of $11.3 million, or $(0.40) per share; adjusted net income was $4.6 million, or $0.16 per share.
Full-year fiscal 2026 revenue was $873.6 million versus $769.3 million; full-year adjusted net income per share was $0.26 versus $(0.93).
Total backlog was $953.2 million at June 30, 2026, and the company reported no outstanding debt with liquidity of $283.9 million.
Broadcom reported unaudited third-quarter fiscal 2026 results for the quarter ended August 2, 2026, with revenue of $29.6 billion, up 86% from a year earlier, and GAAP diluted EPS of $2.68, up from $0.85. The company guided fourth-quarter revenue to approximately $34.8 billion, up 93% year over year, and declared a $0.65 per share quarterly dividend, which shareholders of record on September 21, 2026 will receive on September 30, 2026.
Q3 net revenue $29.6 billion, up 86% year over year; AI semiconductor revenue $16.7 billion, up 221%
GAAP net income $13.1 billion and diluted EPS $2.68 vs. $0.85 a year earlier; non-GAAP diluted EPS $3.32
Q3 free cash flow $13.7 billion; cash and cash equivalents $24.0 billion at quarter end
Q4 revenue guidance about $34.8 billion; quarterly dividend $0.65 per share payable September 30, 2026
PVH reported second quarter 2026 revenue of $2.097 billion, down 3% from the prior year and in line with its guidance. The company posted a GAAP loss of $(2.23) per share after a $439 million noncash goodwill impairment, while non-GAAP EPS of $3.70 exceeded its $3.00 to $3.10 guidance, helped by a $1.80 per share benefit from tariff refunds. PVH reaffirmed its full year 2026 revenue, operating margin and non-GAAP EPS outlook, and named Alexis Rollier as its new Chief Financial Officer.
Q2 revenue was $2.097 billion, down 3% year over year; EMEA fell 6% and Americas fell 1%
GAAP EPS was $(2.23), including a $439 million pre-tax noncash goodwill impairment; non-GAAP EPS was $3.70 versus $2.52 a year earlier
Non-GAAP EPS included about $1.80 per share from $107 million of tariff refunds
Full year 2026 non-GAAP EPS outlook reaffirmed at $11.80 to $12.10; Alexis Rollier named CFO
Attovia Therapeutics reported a second quarter 2026 net loss of $20.7 million, up from $14.4 million a year earlier, as research and development expenses rose to $18.9 million. The company recorded $0.5 million of collaboration revenue, compared with none in the prior-year quarter. The company said its cash, plus about $305.4 million of net proceeds from its August 2026 IPO, will fund operations into 2030.
Net loss of $20.7 million for the quarter ended June 30, 2026, vs. $14.4 million a year earlier; net loss per share of $4.88 vs. $3.71
Collaboration revenue of $0.5 million, vs. none in Q2 2025, tied to the EndPath RadioTherapeutics license agreement
R&D expenses of $18.9 million vs. $13.6 million; G&A expenses of $3.3 million vs. $3.0 million
Cash, cash equivalents and marketable securities of $115.1 million at June 30, 2026, vs. $152.3 million at December 31, 2025; IPO net proceeds of about $305.4 million
Five Below reported second-quarter fiscal 2026 net sales up 22.9% to $1.26 billion and raised its full-year 2026 sales and EPS outlook. GAAP diluted EPS of $3.99 includes a $163.6 million pre-tax benefit from IEEPA tariff refunds, while adjusted diluted EPS was $1.68. The board also approved a new $600 million share repurchase program.
Q2 net sales rose 22.9% to $1.26 billion; comparable sales rose 14.1%; adjusted diluted EPS was $1.68 versus $0.81 a year earlier
Full-year 2026 net sales outlook raised to $5.63 billion to $5.71 billion from $5.40 billion to $5.48 billion; adjusted diluted EPS outlook raised to $9.83 to $10.31 from $8.65 to $9.05
Board approved on August 29, 2026 a repurchase program of up to $600 million, replacing remaining capacity under the November 27, 2023 program
C3 AI reported fiscal first quarter 2027 results for the quarter ended July 31, 2026. Revenue fell from $70.3 million a year earlier, while the GAAP net loss narrowed to $92.8 million and free cash flow turned positive at $2.1 million. The company guided second-quarter revenue to $51.0 million to $55.0 million and full-year fiscal 2027 revenue to $210.0 million to $240.0 million.
Total revenue was $52.4 million, compared with $70.3 million in the same quarter a year earlier.
GAAP net loss per share was $(0.60), versus $(0.86) a year earlier; non-GAAP net loss per share was $(0.20), versus $(0.37).
Free cash flow was $2.1 million, compared with negative $34.3 million a year earlier; cash and marketable securities totaled $651.1 million.
Full-year fiscal 2027 revenue guidance is $210.0 million to $240.0 million, and second-quarter guidance is $51.0 million to $55.0 million.
Argan reported record second-quarter fiscal 2027 results for the three months ended July 31, 2026, with revenue up 61.5% year over year to $384.0 million and net income of $53.3 million, or $3.76 per diluted share, versus $2.50 a year earlier. Project backlog fell to about $2.5 billion from $2.9 billion at January 31, 2026, and the company reported no debt, which may matter to shareholders assessing future revenue visibility.
Q2 revenue rose $146.2 million to $384.0 million; gross margin was 19.3% versus 18.6% a year earlier
Diluted EPS was $3.76 versus $2.50; quarterly cash dividend per share was $0.500 versus $0.375
Project backlog was about $2.5 billion at July 31, 2026, down from $2.9 billion at January 31, 2026
Cash, cash equivalents and investments totaled $1.03 billion, and the company reported no debt
Petco reported second-quarter 2026 net sales of $1.5 billion, roughly flat year over year, with comparable sales up 0.6%. Net income rose to $38.7 million from $14.0 million, helped by a net $6.8 million benefit from IEEPA tariff refunds, and the company reaffirmed its full-year 2026 net sales and Adjusted EBITDA outlook.
Net sales were $1.5 billion, up 0.05%; comparable sales rose 0.6%, the second straight quarter of positive comps.
Operating income rose 11.1% to $47.8 million, and diluted earnings per share were $0.13 versus $0.05 a year earlier.
Adjusted EBITDA was $122.2 million versus $113.9 million; excluding the tariff refund benefit, it was $115.4 million.
Full-year 2026 Adjusted EBITDA outlook of $415 million to $430 million was reaffirmed; Q3 Adjusted EBITDA is expected at $100 million to $103 million. A further $75 million debt prepayment was made after the quarter.
Netskope reported second-quarter fiscal 2027 revenue of $220.5 million, up 29% from a year earlier, and annual recurring revenue of $899 million, up 27%. GAAP net loss rose to $110.8 million from $90.3 million, though GAAP loss per share narrowed to $0.27 from $0.84 because of a higher share count, and it also gave full-year revenue guidance of $888 million to $892 million.
Q2 revenue $220.5 million, up 29% year-over-year from $170.8 million
GAAP loss from operations $89.8 million, versus $46.0 million a year earlier
Non-GAAP net loss $13.7 million, or $(0.03) per share, versus $(0.32) a year earlier
Q3 revenue guidance $227 million to $229 million; full-year revenue guidance $888 million to $892 million
Snowflake reported second-quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue of $1.55 billion, up 35% year over year. It raised full-year fiscal 2027 product revenue guidance to $6,070 million, up from $5,840 million, and raised non-GAAP operating margin guidance to 14.5%. The quarter also included a GAAP operating loss of $263.0 million, which shareholders should weigh against the growth and guidance increase.
Q2 revenue was $1.55 billion, up 35% year over year; product revenue was $1.49 billion, up 37%.
Full-year fiscal 2027 product revenue guidance was raised to $6,070 million (36% growth) from $5,840 million (31% growth).
Full-year non-GAAP operating margin guidance was raised to 14.5% from 13.5%.
Q2 GAAP operating loss was $263.0 million (negative 17.0% margin); non-GAAP operating income was $237.0 million (15.3% margin).
Scribe Therapeutics reported second quarter 2026 results for the period ended June 30, 2026. Net loss narrowed to $6.5 million from $9.9 million a year earlier, but collaboration revenue fell to $1.9 million from $4.9 million. The company said its July 2026 IPO and concurrent Sanofi private placement, with about $140.6 million of net proceeds, extend its funding into the first half of 2029.
Net loss of $6.5 million, or $2.62 per share, versus $9.9 million, or $4.08 per share, a year earlier
Collaboration revenue of $1.9 million versus $4.9 million; research and development expenses of $8.8 million versus $13.9 million
Cash, cash equivalents and marketable securities of $43.0 million at June 30, 2026, plus about $140.6 million of net IPO and private placement proceeds
ChargePoint reported fiscal second-quarter 2027 results for the period ended July 31, 2026, with revenue up 18% year over year and GAAP net loss down 46%. The company also gave third-quarter revenue guidance of $105 million to $115 million, and said the GAAP and non-GAAP gross margins included a 4 percentage point benefit from tariff refunds.
Revenue was $116.1 million, up 18% from $98.6 million a year earlier; subscription revenue was $43.7 million, up 10%.
GAAP net loss was $35.6 million, or $1.35 per share, versus $66.2 million a year earlier; non-GAAP net loss was $9.2 million versus $33.0 million.
Third-quarter fiscal 2027 revenue guidance is $105 million to $115 million; cash and restricted cash were $95.7 million as of July 31, 2026.
Tilly's reported second-quarter fiscal 2026 net income of $8.4 million, or $0.27 per diluted share, up from $3.2 million, or $0.10, a year earlier, on net sales of $163.5 million, up 8.1%. The company also guided to third-quarter net income of $2.2 million to $3.7 million, which would be its sixth consecutive quarter of year-over-year profit improvement and compares with a $1.4 million net loss in last year's third quarter.
Q2 net sales were $163.5 million, up 8.1%, with total comparable net sales up 12.1%.
Q2 gross margin rose to 35.5% of net sales from 32.5%, and operating income was $8.2 million versus $2.7 million.
Third-quarter outlook calls for net sales of $150 million to $155 million and diluted EPS of $0.07 to $0.12.
Cash, cash equivalents and marketable securities were $62.2 million as of August 1, 2026.
Phreesia reported fiscal second quarter 2027 results for the period ended July 31, 2026, with total revenue of $129.5 million, up 10% year-over-year, and net income of $1.9 million, compared with $0.7 million a year earlier. The company maintained its fiscal 2027 revenue outlook of $510 million to $520 million and its Adjusted EBITDA outlook of $125 million to $135 million.
Q2 total revenue was $129.5 million, up 10% from $117.3 million a year earlier, and Adjusted EBITDA was $32.9 million versus $22.1 million.
Net income was $1.9 million, compared with $0.7 million in the same quarter last year.
Fiscal 2027 revenue and Adjusted EBITDA outlooks were maintained; the company noted more variability in network solutions revenue forecasting in the second half.
A May 7, 2026 restructuring plan eliminating about 220 positions has about $10 million in expected total charges, with $2.8 million recognized in the quarter.
NetApp reported first-quarter fiscal 2027 net revenues of $2.03 billion, up 30% from a year earlier, with GAAP earnings per share of $1.88 versus $1.15 and non-GAAP earnings per share of $2.58 versus $1.55. The company raised its full-year fiscal 2027 revenue and earnings per share guidance, but operating cash flow of $503 million and free cash flow of $401 million both declined year over year.
Net revenues $2.025 billion vs. $1.559 billion; GAAP net income $375 million vs. $233 million
Full-year fiscal 2027 net revenue guidance $7.975 billion to $8.225 billion; non-GAAP EPS guidance $9.73 to $10.03
Net cash from operating activities $503 million, down 25%; free cash flow $401 million, down 35%
Next quarterly dividend of $0.52 per share payable October 28, 2026, to holders of record October 9, 2026
REX American Resources reported fiscal second-quarter 2026 results for the three months ended July 31, 2026. Net sales and revenue rose to $168.5 million from $158.6 million, and net income attributable to REX shareholders rose to $34.9 million from $7.1 million, helped by $18.4 million of production tax credit income. The results show higher earnings per share for shareholders, with the company also noting progress on its One Earth carbon capture project.
Diluted net income per share attributable to REX common shareholders was $1.06, compared with $0.22 in the second quarter of 2025, on 33,090,000 diluted weighted average shares.
Net sales and revenue were $168.5 million, compared with $158.6 million, primarily reflecting improved pricing.
Gross profit was $53.3 million, compared with $14.3 million, including $18.4 million of production tax credit income.
As of July 31, 2026, REX had $379.5 million of cash, cash equivalents and short-term investments and no bank debt; the EPA issued draft permits for three Class VI injection wells on August 17, 2026.
Brown-Forman reported first quarter fiscal 2027 results for the period ended July 31, 2026, with net sales down 1% to $911 million and operating income down 3% to $252 million. Diluted earnings per share rose 6% to $0.38, and the company reaffirmed its full fiscal 2027 outlook, which calls for approximately flat organic net sales and a 3% to 5% decline in organic operating income.
Net sales fell 1% to $911 million, with organic net sales also down 1%, driven by the end of the Korbel relationship and lower used barrel sales.
Operating income fell 3% to $252 million, and operating margin declined 50 basis points to 27.7%.
Diluted EPS rose 6% to $0.38, aided by lower non-operating postretirement expense and share repurchases made in the prior year.
Fiscal 2027 outlook reaffirmed: organic net sales approximately flat, organic operating income down 3% to 5%, and a regular quarterly dividend of $0.2310 per share payable October 1, 2026.
FuelCell Energy reported results for the third fiscal quarter ended July 31, 2026. Revenue fell 29% year over year and the gross loss widened, but the net loss narrowed because the prior-year period included impairment and restructuring expenses. The company also disclosed a Fit Energy purchase agreement and a first data center capacity reservation, which add to its backlog, though Awarded Capacity Backlog is not contracted revenue.
Revenue was $33.0 million versus $46.7 million, and gross loss was $(24.5) million versus $(5.1) million; the company cited $17.0 million in inventory and purchase commitment charges tied to Phase 0 of the Fit Energy agreement.
Net loss was $(45.3) million, or $(0.64) per share, compared with $(3.78) per share a year earlier, when impairment expense was $64.5 million.
Committed Backlog was $1.3 billion as of July 31, 2026, and the company added $2.4 billion to Awarded Capacity Backlog from Fit Energy's option for up to 350 MW.
Cash, cash equivalents and restricted cash totaled $737.3 million as of July 31, 2026, including net proceeds of about $245.5 million from a July 9, 2026 stock offering.
Sprinklr reported second-quarter fiscal 2027 results for the period ended July 31, 2026, with total revenue up 1% year-over-year to $213.7 million. GAAP net income per diluted share fell to $0.03 from $0.05, and the company issued updated full-year fiscal 2027 guidance, including total revenue of $866.5 million to $868.5 million. The filing does not state whether the updated guidance is above or below prior guidance.
Q2 total revenue was $213.7 million, up from $212.0 million a year earlier; subscription revenue was $194.8 million, up 3%.
Q2 GAAP operating income was $10.0 million, down from $16.3 million; GAAP diluted EPS was $0.03 versus $0.05.
Non-GAAP diluted EPS was $0.11 versus $0.13 a year earlier; Q2 free cash flow was $13.1 million.
Updated fiscal 2027 guidance (year ending January 31, 2027): total revenue $866.5 million to $868.5 million; non-GAAP EPS of approximately $0.47.
Ollie's reported second-quarter fiscal 2026 net sales up 9.1% to $741.3 million and diluted EPS of $1.42, up from $0.99, with tariff refunds boosting gross margin. Comparable store sales fell 1.8%, and the company lowered its fiscal 2026 net sales and comparable store sales outlook while raising its EPS outlook.
Net sales rose 9.1% to $741.3 million; comparable store sales declined 1.8% against a 5.0% increase a year earlier.
Diluted EPS was $1.42 versus $0.99; IEEPA tariff refunds benefited gross margin by 380 basis points.
Fiscal 2026 net sales outlook lowered to $2.928 to $2.941 billion from $2.980 to $3.000 billion; comparable store sales growth now 0% to 0.5%.
Adjusted EPS outlook raised to $4.57 to $4.65 from $4.45 to $4.55; share repurchase outlook raised to about $175 million from about $125 million.
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.