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).
Mama's Creations reported second-quarter fiscal 2027 results for the period ended July 31, 2026, with revenue up 55.0% to $54.6 million and net income up 100.9% to $2.6 million, or $0.06 per diluted share. Cash and cash equivalents rose to $138.6 million, driven mainly by about $108.6 million in net proceeds from a July common stock offering, which management said will support future acquisitions.
Revenue $54.6 million vs. $35.2 million a year earlier; gross margin 24.0% vs. 24.9%
Net income $2.6 million ($0.06 per diluted share) vs. $1.3 million ($0.03); adjusted EBITDA $5.5 million, up 68.9%
Cash $138.6 million at July 31, 2026, vs. $20.0 million at January 31, 2026; total debt $4.8 million
Costco selected for second-half multi-vendor mailer; first planned Kroger launch in Louisville division next month
U.S. Global Investors reported net income of $3.1 million, or $0.24 per share, for the fiscal year ended June 30, 2026, compared with a net loss of $334,000, or $(0.03) per share, a year earlier. Operating revenue rose 21% to $10.3 million, and the operating loss narrowed to $603,000 from $3.0 million. Shareholders should note that net income also included a non-cash gain of approximately $3.2 million on equity securities, and the filing gives no guidance for future periods.
Net income of $3.1 million, or $0.24 per share, versus a net loss of $334,000, or $(0.03) per share, in fiscal 2025
Operating revenue of $10.3 million, up 21% from the 12 months ended June 30, 2025; average assets under management of $1.5 billion, up 8%
Operating loss narrowed to $603,000 from $3.0 million; net income included a non-cash gain of approximately $3.2 million on equity securities
Repurchased 733,848 shares for about $2.0 million during the fiscal year; monthly dividend of $0.0075 per share authorized for July through September 2026
UiPath reported fiscal second-quarter 2027 revenue of $410 million, up 13% from a year earlier, and GAAP operating income of $32 million, compared with a loss of $20 million in the prior-year quarter. The company also named Hitesh Ramani chief financial officer effective September 3, 2026, replacing Ashim Gupta in that role, and added Yazdi Bagli to its board.
Revenue of $410 million, up 13% year over year; ARR of $1.938 billion, up 12%
GAAP operating income of $32 million versus a $20 million loss a year earlier; net income of $36 million, or $0.07 per diluted share
Guidance: third-quarter fiscal 2027 revenue of $440 million to $445 million; full-year fiscal 2027 revenue of $1.789 billion to $1.794 billion
Hitesh Ramani appointed CFO effective September 3, 2026; Ashim Gupta remains Chief Operating Officer
eGain reported fiscal 2026 total revenue of $91.1 million, up 3% from $88.4 million, but full-year GAAP net income fell to $8.9 million from $32.3 million, a year that included a roughly $29.0 million tax benefit. Fourth-quarter revenue declined 5%, and the company guided fiscal 2027 total revenue to $84.5 million to $86.0 million and a GAAP net loss of $2.0 million to $3.0 million, which points to lower revenue and a GAAP loss for shareholders in the coming year.
Q4 fiscal 2026 total revenue was $22.2 million, down from $23.2 million in Q4 fiscal 2025; Q4 GAAP net income was $1.3 million, or $0.05 per diluted share, versus $30.9 million a year earlier.
Full-year fiscal 2026 non-GAAP net income was $13.0 million, or $0.47 per diluted share, up from $5.7 million; GAAP net income was $8.9 million, or $0.32 per diluted share.
Fiscal 2027 guidance: total revenue of $84.5 million to $86.0 million and GAAP net loss of $2.0 million to $3.0 million, or $0.08 to $0.11 per share.
During fiscal 2026 the company repurchased about 1,607,000 shares at an average price of $7.16, totaling $11.5 million.
Ambarella reported second-quarter fiscal 2027 revenue of $108.1 million, up 13.2% from a year earlier, and a GAAP net loss of $6.7 million, down from $20.0 million. The company guided third-quarter revenue to between $115.0 million and $124.0 million, but GAAP and non-GAAP gross margins both declined year over year.
Q2 revenue was $108.1 million, up 13.2% from $95.5 million; six-month revenue was $208.5 million, up 14.9%.
GAAP net loss was $6.7 million, or $0.15 per diluted share, versus $20.0 million, or $0.47, a year earlier.
GAAP gross margin fell to 57.7% from 58.9%; non-GAAP net income was $8.2 million, or $0.18 per diluted share, versus $0.15.
Q3 fiscal 2027 guidance: revenue of $115.0 million to $124.0 million and non-GAAP gross margin of 59.0% to 60.0%.
Quanex reported net sales of $501.8 million for the three months ended July 31, 2026, up 1.3% from $495.3 million a year earlier, and net income of $26.5 million, or $0.58 per diluted share, compared with a net loss of $276.0 million in the prior-year quarter. The prior-year loss included a $302.3 million non-cash goodwill impairment, so the year-over-year swing largely reflects that charge.
Net sales were $501.8 million, up 1.3% from $495.3 million, mainly due to favorable pricing, partly offset by IEEPA tariff reimbursements to customers.
Diluted EPS was $0.58 versus a loss of $6.04 a year earlier; adjusted diluted EPS was $0.79 versus $0.69.
The company repaid $42.25 million of debt in the quarter and repurchased 99,786 shares for about $1.7 million; about $28.7 million remained under its authorization as of July 31, 2026.
Management will host a conference call on Friday, September 4, 2026, at 11:00 a.m. ET.
Latigo Biotherapeutics reported a second-quarter 2026 net loss of $25.8 million, unchanged from the same quarter of 2025, as lower research and development expenses offset higher general and administrative costs. The company said it completed an upsized initial public offering in August 2026 with gross proceeds of $397.4 million, and that cash and the IPO proceeds are projected to fund operations into 2029.
Net loss was $25.8 million for the three months ended June 30, 2026, and for the same period in 2025.
Research and development expenses fell to $21.2 million from $22.9 million; general and administrative expenses rose to $4.6 million from $2.8 million.
IPO completed in August 2026 with gross proceeds of $397.4 million, before underwriting discounts, commissions and other offering expenses.
Cash and cash equivalents were $55.0 million as of June 30, 2026, before the IPO proceeds.
Smith & Wesson Brands reported first quarter fiscal 2027 net sales of $112.6 million, up 32.3% from a year earlier, and GAAP net income of $2.6 million, or $0.06 per diluted share, compared with a net loss of $3.4 million, or $0.08 per share, a year ago. The company said first quarter gross margin benefited from $2.9 million in non-recurring tariff refunds, and it reiterated its outlook for second quarter sales about 10% above last year and fiscal 2027 revenue growth of roughly 5-7%.
Net sales were $112.6 million, up $27.5 million, or 32.3%, from $85.1 million in the prior-year quarter.
GAAP net income was $2.6 million, or $0.06 per diluted share, versus a net loss of $3.4 million, or $0.08 per share, a year earlier.
Gross margin was 28.7%, compared with 25.9%; the company said $2.9 million in tariff refunds added about 260 basis points and were non-recurring.
Free cash flow was negative $20.8 million for the quarter; the board authorized a $0.13 per share quarterly dividend payable October 1, 2026 to holders of record on September 17, 2026.
Samsara reported second quarter fiscal 2027 results for the period ended August 1, 2026, with revenue up 30% to $508.4 million and GAAP net income of $16.2 million, or $0.03 per share, compared with a GAAP loss of $0.03 per share a year earlier. The company guided to third-quarter revenue of $514 million to $516 million and full-year fiscal 2027 revenue of $2.043 billion to $2.047 billion, and said it expects to be GAAP profitable for both periods.
Q2 revenue of $508.4 million, up from $391.5 million a year earlier; ending ARR of $2.125 billion, up 30%
GAAP income from operations of $4.9 million, compared with a loss of $26.6 million in Q2 fiscal 2026
Non-GAAP operating income of $106.0 million, or 21% of revenue; stock-based compensation expense-related charges totaled $101.1 million in the quarter
Q3 fiscal 2027 revenue guidance of $514 million to $516 million; full-year fiscal 2027 revenue guidance of $2.043 billion to $2.047 billion
Zscaler reported fourth-quarter fiscal 2026 revenue of $898.2 million, up 25% year over year, and a GAAP net loss of $3.4 million, narrowed from $17.6 million a year earlier. The company also guided fiscal 2027 revenue growth to 16.6% to 17.5% and announced a restructuring with about 3% headcount reduction and $30.0 million to $33.0 million in charges, which shareholders will weigh against slower guided growth and lower free cash flow.
Q4 fiscal 2026 revenue of $898.2 million, up 25% year over year; GAAP net loss per share of $0.02 versus $0.11 a year earlier
Non-GAAP operating margin reached a record 24% in Q4; free cash flow fell to $60.8 million from $171.9 million
Fiscal 2027 revenue guidance of $3.908 billion to $3.938 billion, growth of 16.6% to 17.5%
Restructuring plan committed September 1, 2026: about 3% headcount reduction and $30.0 million to $33.0 million in charges, mostly in the first half of fiscal 2027
lululemon reported second-quarter fiscal 2026 net revenue of $2.4 billion, down 4% from a year earlier, and diluted EPS of $2.92 versus $3.10, with comparable sales down 9%. Results include $0.86 per share from IEEPA tariff refunds and associated interest, and the company revised its full-year outlook to net revenue of $10.350 billion to $10.500 billion and EPS of $9.48 to $9.73, both including that refund. For shareholders, the filing shows lower sales and profit and a third-quarter revenue forecast down 10% to 11%, with Heidi O'Neill set to become CEO next week.
Net revenue fell 4% to $2.4 billion; Americas net revenue fell 8% and Americas comparable sales fell 12%.
Diluted EPS was $2.92 versus $3.10; $0.86 per share came from $134.5 million in tariff refunds plus $4.1 million of interest.
2026 outlook: net revenue of $10.350 billion to $10.500 billion (down 5% to 7%); diluted EPS of $9.48 to $9.73; excludes further tariff refunds and share buybacks.
Q3 2026 outlook: net revenue of $2.290 billion to $2.320 billion (down 10% to 11%) and diluted EPS of $0.93 to $0.98.
Concrete Pumping Holdings reported third-quarter fiscal 2026 revenue of $116.8 million, up 12.6% from a year earlier, with net income up 33% to $4.9 million. The company raised its fiscal 2026 revenue and Adjusted EBITDA outlook and declared an initial quarterly dividend of $0.13 per share, which gives shareholders a regular cash payout for the first time in the company's filings reviewed here.
Revenue rose to $116.8 million from $103.7 million, while gross margin slipped to 38.7% from 39.0% on fuel cost inflation.
Fiscal 2026 revenue outlook raised to $425.0 million to $435.0 million from $410.0 million to $425.0 million; Adjusted EBITDA outlook raised to $103.0 million to $108.0 million from $98.0 million to $105.0 million.
Initial quarterly dividend of $0.13 per share is payable October 2, 2026, to stockholders of record at the close of business on September 18, 2026.
Share repurchase program expiration extended from December 31, 2026 to November 30, 2028, with about $11.9 million available for repurchase as of July 31, 2026.
Guidewire reported fourth-quarter and fiscal 2026 results for the year ended July 31, 2026, with fiscal-year revenue up 23% to $1,475.4 million and fourth-quarter GAAP net income down to $31.4 million from $52.0 million. The company also said Chief Accounting Officer David Peterson will retire effective November 4, 2026, and that CFO Jeff Cooper is expected to take over the principal accounting officer duties, subject to board appointment.
Fiscal 2026 GAAP diluted EPS was $1.63, up from $0.81; fourth-quarter GAAP diluted EPS was $0.38, down from $0.60.
Fourth-quarter total revenue was $411.1 million, up 15%; fourth-quarter GAAP net income was hurt by a $24.0 million foreign currency loss.
Outlook for fiscal 2027 total revenue is $1,707 million to $1,727 million.
Peterson's retirement takes effect November 4, 2026; he is not leaving over any disagreement with the company.
Torrid reported second-quarter fiscal 2026 results on September 3, 2026, with net sales down 11.8% to $231.7 million. Net income rose to $5.2 million, or $0.05 per share, helped by an $11.1 million IEEPA tariff refund recorded in cost of goods sold; excluding that refund, Adjusted EBITDA was $12.1 million versus $21.5 million a year earlier. The company raised its full-year fiscal 2026 outlook to reflect the tariff benefit and said the outlook is otherwise unchanged.
Net sales decreased 11.8% to $231.7 million from $262.8 million; comparable sales fell 6.3%.
Net income was $5.2 million, or $0.05 per share, versus $1.6 million, or $0.02 per share, a year earlier.
Adjusted EBITDA was $23.3 million including the $11.1 million tariff benefit, or $12.1 million excluding it, compared with $21.5 million last year.
Full-year fiscal 2026 outlook: net sales $940 million to $960 million and Adjusted EBITDA $76 million to $86 million; third-quarter Adjusted EBITDA is expected at $15 million to $20 million.
American Outdoor Brands reported first quarter fiscal 2027 results for the three months ended July 31, 2026. Net sales rose 25.4% to $37.3 million, and the GAAP net loss narrowed to $1.5 million from $6.8 million a year earlier. The company raised its Adjusted EBITDA guidance to $14.5 million to $17.5 million and kept its net sales guidance at $200 million to $210 million.
Net sales were $37.3 million, up from $29.7 million; excluding about $6.0 million of orders accelerated into fiscal 2025, growth was 4.3%.
Gross margin was 53.0%, compared with 46.7% a year earlier.
GAAP net loss was $1.5 million, or $(0.12) per diluted share, compared with $6.8 million, or $(0.54) per diluted share.
Fiscal 2027 guidance: net sales of $200 million to $210 million maintained; Adjusted EBITDA raised to $14.5 million to $17.5 million.
Planet Labs reported record second-quarter fiscal 2027 revenue of $116.1 million, up 58% from a year earlier, and a net loss of $9.4 million, narrower than the $22.6 million loss a year earlier. Adjusted EBITDA profit rose to $13.9 million from $6.4 million, and cash, cash equivalents and short-term investments reached $865.4 million. The company also gave outlook for the third quarter and full fiscal 2027, but the filing does not compare this outlook with any earlier guidance.
Q2 revenue $116.1 million, up 58% year over year; gross margin 57% versus 58% a year earlier
Q2 net loss $9.4 million versus $22.6 million a year earlier; GAAP net loss per share $0.03
Q3 fiscal 2027 revenue expected at $101 million to $105 million, with an adjusted EBITDA loss of $1 million to $6 million
Full fiscal 2027 revenue expected at $430 million to $441 million, with adjusted EBITDA profit of $3 million to $10 million
Red River Bancshares filed an investor presentation for September 2026 conferences that includes its second-quarter 2026 results as of June 30, 2026. Net income was $11.8 million and diluted EPS was $1.78, both slightly lower than in the first quarter of 2026 but higher than in the second quarter of 2025.
Net income of $11.8 million in 2Q26, versus $12.0 million in 1Q26 and $10.2 million in 2Q25
Diluted EPS of $1.78 in 2Q26, versus $1.81 in 1Q26 and $1.51 in 2Q25; the filing says 1Q26 included about $590,000 of periodic items that added $0.07 to EPS
Net interest margin (FTE) rose 10 basis points to 3.61%, and net interest income was $29.0 million
Quarterly cash dividend of $0.25 per share; total assets were $3.31 billion and deposits were $2.91 billion as of June 30, 2026
Wiley reported first-quarter fiscal 2027 revenue of $386 million, down 3% from $397 million a year earlier, and a GAAP diluted loss of $0.23 per share compared with diluted earnings of $0.22. Adjusted EPS fell 10% to $0.44, and the company reaffirmed its full-year fiscal 2027 outlook. Shareholders face lower quarterly revenue and profit, higher debt after the Emerald acquisition, and a full-year outlook that depends on a second-half recovery the company expects.
Revenue of $386 million vs. $397 million a year earlier, down 3%; AI licensing revenue of $14 million vs. $29 million in the prior year
GAAP diluted EPS of $(0.23) vs. $0.22; adjusted EPS of $0.44 vs. $0.49, down 10%
Full-year fiscal 2027 outlook reaffirmed, including adjusted EPS of $4.60 to $5.05
Net debt rose to $1,185 million from $746 million after the June 1 Emerald acquisition; net debt-to-EBITDA ratio of 2.7x
Duluth Holdings reported fiscal second-quarter 2026 results for the period ended August 2, 2026. Net sales fell 7.8% to $121.4 million, while net income rose to $18.4 million from $1.3 million, helped by $16.3 million in tariff refunds, and the company raised its fiscal 2026 Adjusted EBITDA guidance to $38 million to $42 million.
Diluted EPS was $0.50 versus $0.04 a year earlier, including a $0.44 impact from tariff refunds.
Adjusted EBITDA was $27.0 million versus $12.0 million in the prior-year quarter.
Fiscal 2026 net sales guidance of $540 million to $560 million was affirmed; Adjusted EBITDA guidance was raised from $28 million to $32 million.
Inventory fell 15.5% to $125.2 million, and the company ended the quarter with about $96 million of net liquidity and zero drawn on its $70.0 million asset-based lending facility.
Campbell's reported fourth-quarter fiscal 2026 net sales down 8% to $2.1 billion and a GAAP loss of $0.23 per share, compared with earnings of $0.48 a year earlier. Adjusted EPS fell 37% to $0.39, and the board cut the quarterly dividend 36% to $0.25 per share to speed debt reduction. For fiscal 2027, the company guided to adjusted EPS of $1.65 to $1.80, versus $2.17 in fiscal 2026.
Q4 net sales fell 8% to $2.1 billion (organic down 1%); GAAP EPS was a loss of $0.23 versus $0.48, and adjusted EPS fell 37% to $0.39.
Quarterly dividend cut to $0.25 per share from $0.39, a 36% reduction, payable November 2, 2026 to holders of record on October 1, 2026.
Fiscal 2027 guidance: net sales down 4% to 2%, adjusted EBIT down 12% to 7%, adjusted EPS $1.65 to $1.80 versus $2.17.
New cost savings program targets $500 million in total savings by fiscal 2030.
Genesco reported second quarter fiscal 2027 results for the three months ended August 1, 2026, with net sales down 3% to $530 million and comparable sales down 1%. GAAP diluted EPS was $0.32 versus a loss of $1.79 a year earlier, helped by $22.5 million in tariff refunds, and the company raised its adjusted EPS outlook to the high end of the $2.00 to $2.40 range, while cutting its comparable sales expectation to flat.
Net sales were $530 million versus $546 million a year earlier; e-commerce comparable sales fell 6% and stores rose 1%.
GAAP diluted EPS was $0.32 versus a loss of $1.79 last year; adjusted EPS loss narrowed to $0.83 from $1.14.
Full-year adjusted EPS outlook raised to the high end of $2.00 to $2.40; comparable sales now expected flat versus prior guidance of up 1% to 2%.
Victoria's Secret & Co. reported second quarter 2026 net sales up 10% to $1.611 billion, near the high end of its guidance, and adjusted operating income of $124 million, above its guidance range. The company raised its full-year 2026 net sales and adjusted operating income forecasts, which matters to shareholders because it signals higher expected results for the year. Reported net income of $183 million, or $2.18 per diluted share, includes a $140.3 million pre-tax benefit from IEEPA tariff refund recoveries.
Q2 2026 net sales were $1.611 billion, up from $1.459 billion a year earlier, with total comparable sales up 9%.
Q2 2026 GAAP net income was $183 million, or $2.18 per diluted share, versus $16 million, or $0.20 per diluted share, in Q2 2025.
Q2 2026 adjusted operating income was $124 million, above the $90 million to $100 million guidance range; adjusted net income per diluted share was $0.95 versus $0.33 a year earlier.
Full-year 2026 net sales guidance rose to $7.100 billion to $7.180 billion from $7.030 billion to $7.130 billion; adjusted operating income guidance rose to $560 million to $590 million from $550 million to $580 million.
Brady reported fiscal 2026 fourth-quarter sales of $436.9 million, up 10.0%, and full-year sales of $1.66 billion, up 9.8%. GAAP diluted EPS fell to $0.96 in the quarter from $1.04 as acquisition and integration costs rose, while adjusted diluted EPS rose 17.5% to $1.48. The company also guided fiscal 2027 adjusted diluted EPS to $6.25 to $6.75 and raised its annual dividend to $1.00 per share from $0.98.
Q4 sales $436.9 million, up 10.0%; organic growth 8.4%
Q4 GAAP diluted EPS $0.96 vs. $1.04 a year earlier; adjusted diluted EPS $1.48 vs. $1.26
Fiscal 2027 adjusted diluted EPS guidance of $6.25 to $6.75, including about $0.80 accretion from the IPS segment
Annual dividend raised to $1.00 per share from $0.98; $0.25 quarterly payment on October 30, 2026 to holders of record October 9, 2026
Lands' End reported second-quarter fiscal 2026 net revenue of $302.0 million, up 2.7% from a year earlier, and net income of $3.5 million, or $0.11 per diluted share, compared with a net loss of $3.7 million a year earlier. Adjusted EBITDA fell 25% to $11.3 million, and the company repurchased $10.5 million of its stock in the quarter. The company also issued third-quarter and full fiscal 2026 guidance, including fiscal 2026 net revenue of $1.30 billion to $1.35 billion.
Q2 net revenue $302.0 million, up $7.9 million or 2.7% from $294.1 million
Q2 net income $3.5 million, $0.11 per diluted share, versus a net loss of $3.7 million a year earlier
Q2 Adjusted EBITDA $11.3 million, down 25% from $15.1 million
Fiscal 2026 guidance: net revenue $1.30 billion to $1.35 billion; adjusted diluted EPS $0.44 to $0.72
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.