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).
Apnimed reported second-quarter 2026 results that swung to net income of $125.9 million, compared with a net loss of $69.5 million a year earlier. The gain was driven by an $85.4 million gain on sale of an equity method investment and a $57.1 million gain on reversal of a deposit liability, while revenue fell to $12.1 million from $17.1 million and the operating loss widened to $11.7 million from $5.9 million. The results also cover the completed IPO, with gross proceeds of $220.8 million, and the FDA's acceptance of the NDA for AD109 (proposed name Oxnimbi) with a PDUFA date of February 28, 2027.
Net income of $125.9 million, or $3.91 per diluted share, versus a net loss of $69.5 million, or $14.61 per share, in Q2 2025
Revenue - related party was $12.1 million versus $17.1 million a year earlier; loss from operations was $11.7 million versus $5.9 million
G&A expenses rose to $12.7 million from $5.4 million, while R&D fell 38% to $9.9 million
Cash and cash equivalents were $172.8 million at June 30, 2026, before the IPO's $220.8 million in gross proceeds
MIND Technology reported fiscal second-quarter revenue of about $5.6 million for the quarter ended July 31, 2026, down from $13.6 million a year earlier, and a net loss of about $1.7 million, or $0.19 per share, versus net income of $1.9 million, or $0.24 per share, a year earlier. The company said order flow is being hurt by macro uncertainty, and its marine technology product backlog fell to $4.8 million from $12.8 million at July 31, 2025.
Revenue of about $5.6 million, versus $13.6 million in the second quarter of fiscal 2026 and $9.7 million in the first quarter of fiscal 2027
Operating loss of about $1.8 million, versus operating income of $2.7 million a year earlier; Adjusted EBITDA loss of about $949,000, versus $3.1 million a year earlier
Marine technology product backlog for the Seamap segment was $4.8 million at July 31, 2026, down from $12.8 million at July 31, 2025
Company reported $15.8 million in cash and said it is debt-free; conference call scheduled for September 9, 2026 at 9:00 a.m. Eastern Time
Casey's reported first-quarter results for the three months ended July 31, 2026, with net income up 27.1% to $273.7 million and diluted EPS up 27.7% to $7.37. The company said the gains came from higher inside and fuel gross profit, partly offset by higher operating expenses, which rose 8.0%. Its previously disclosed fiscal 2027 outlook remains unchanged, and shareholders elected all 11 director nominees at the September 2 annual meeting.
Diluted EPS was $7.37 versus $5.77 a year earlier; net income was $273.7 million, up 27.1%; EBITDA was $485.1 million, up 17.1%.
Fuel gross profit rose 19.6% to $446.9 million, and inside gross profit rose 6.3% to $749.8 million.
Quarterly dividend of $0.65 per share approved, payable November 13, 2026, to shareholders of record on November 1, 2026.
At the September 2 annual meeting, a shareholder proposal on special meeting rights received 11,445,252 votes for and 17,633,598 against.
Mission Produce reported fiscal third-quarter 2026 results for the quarter ended July 31, 2026. Revenue rose 26% to $450.0 million, but the company posted a net loss attributable to Mission Produce of $6.5 million, or $(0.08) per diluted share, including $25.4 million of pre-tax Calavo acquisition-related costs, compared with income of $14.7 million, or $0.21 per share, a year earlier. The company reaffirmed its second-half fiscal 2026 Adjusted EBITDA outlook of $84 million to $88 million and raised its estimated annualized Calavo synergy opportunity to more than $30 million.
Revenue $450.0 million, up 26%; avocado volume up 38% and per-unit prices down 9%
Net loss attributable to Mission Produce $6.5 million, or $(0.08) per diluted share, versus income of $14.7 million, or $0.21, a year earlier
Adjusted net income $15.0 million, or $0.18 per diluted share, versus $18.2 million, or $0.26, a year earlier
Second-half fiscal 2026 Adjusted EBITDA outlook of $84 million to $88 million reaffirmed; fourth-quarter Adjusted EBITDA expected at $52 million to $55 million
American Integrity Insurance Group furnished an investor presentation for its 2Q 2026 results, to be used at the KBW Insurance Conference on September 10, 2026. For the quarter ended June 30, 2026, net premiums earned rose to $105 million from $66 million, adjusted net income rose to $35 million from $31 million, and the combined ratio improved to 63% from 73%. For the six months, adjusted net income fell 21% to $55 million from $69 million.
Q2 2026 gross premiums written were $327 million, up 14% from $287 million in Q2 2025.
Q2 2026 adjusted return on equity was 40%, compared with 51% in Q2 2025.
The 2026-2027 catastrophe reinsurance program was finalized with a total cost expected to be $430 million to $440 million.
Ceding percentage on the non-catastrophe quota share was reduced from 40% to 25% effective January 1, 2026.
InnovAge reported fiscal 2026 revenue of $989.7 million, up about 15.9% from $853.7 million, and a net loss attributable to the company of $2.5 million, or $0.02 per share, versus $30.3 million, or $0.22 per share, a year earlier. The company also issued fiscal 2027 guidance calling for revenue of $1,050 million to $1,085 million and Adjusted EBITDA of $105 million to $115 million, but it accrued $52.4 million in litigation losses for the year, which weighs on shareholder results.
Fiscal 2026 Adjusted EBITDA was $94.6 million, up from $34.5 million in fiscal 2025; the margin was 9.6%.
Fourth-quarter net income attributable to InnovAge was $8.3 million, or $0.06 per share, compared with a loss of $0.8 million a year earlier.
Fiscal 2026 litigation costs and settlements totaled $57.0 million, including $52.4 million of accrued losses for potential resolutions or paid settlements.
Fiscal 2027 guidance: census of 8,625 to 8,850 participants, total revenues of $1,050 million to $1,085 million, and Adjusted EBITDA of $105 million to $115 million.
Barnes & Noble Education reported fiscal 2027 first-quarter results for the period ended August 1, 2026. Revenue rose 0.8% to $290.6 million and the net loss narrowed to $12.9 million from $18.3 million a year earlier, while the company reiterated its fiscal 2027 outlook, including an Adjusted EBITDA target of $85 million to $92 million.
Revenue was $290.6 million, up $2.4 million or 0.8% year over year; BNC First Day revenue rose 9.0% to $124.7 million.
Net loss was $12.9 million, an improvement of 29.3% from $18.3 million; Adjusted EBITDA was a loss of $9.3 million versus a loss of $11.5 million.
First Day Complete will be offered at 263 campuses in fall 2026, reaching more than 1.43 million students, about 26% more than fall 2025.
The company reiterated its fiscal 2027 outlook and targets Adjusted EBITDA of $85 million to $92 million; total debt was $123.5 million, down from $170.0 million a year earlier.
Braze reported results for the fiscal quarter ended July 31, 2026, with revenue of $227.2 million, up 26.2% from a year earlier, and a GAAP net loss of $0.17 per share, narrower than the $0.26 loss a year earlier. The company also issued Q3 guidance and updated its full-year fiscal 2027 revenue outlook to $910.0 million to $913.0 million, which gives shareholders a current view of expected revenue and profitability.
Revenue was $227.2 million, up 26.2% from $180.1 million in the prior-year quarter.
GAAP net loss per share was $0.17 versus $0.26 a year earlier; non-GAAP diluted EPS was $0.19 versus $0.15.
Free cash flow was $21.7 million versus $3.5 million a year earlier.
Q3 fiscal 2027 revenue guidance is $229.0 million to $230.0 million; full-year revenue guidance is $910.0 million to $913.0 million.
Braveheart Bio, a clinical-stage company with no reported revenue, posted a second-quarter 2026 net loss of $15.0 million, up from $0.4 million a year earlier, as R&D and G&A spending rose. Cash was $122.8 million at June 30, 2026, or about $527.3 million on an as-adjusted basis after its August 2026 IPO, which the company says funds operations into 2029.
Net loss attributable to common stockholders was $18.6 million, or $2.51 per share, versus $0.14 per share in Q2 2025; this includes a $3.6 million non-cash deemed dividend.
R&D expenses were $11.1 million and G&A expenses were $4.8 million for the quarter, compared with $0.0 million and less than $0.1 million a year earlier.
Cash and cash equivalents were $122.8 million at June 30, 2026; the IPO closed in August 2026 with aggregate net proceeds of about $404.5 million.
The company said the first patient in the LIONHEART-HCM Phase 3 trial is expected to be dosed this year, and the NOBLEHEART-HCM Phase 3 trial is expected to start in the first half of 2027.
ServiceTitan reported fiscal second-quarter 2027 results for the period ended July 31, 2026, with total revenue up 21% year over year to $292.8 million and a GAAP net loss of $24.9 million, down from $32.2 million a year earlier. The company also issued fiscal third-quarter and full fiscal 2027 revenue and non-GAAP operating income outlooks, which shareholders can compare against future results.
Total revenue of $292.8 million, up from $242.1 million; platform revenue grew 22% to $284.5 million.
GAAP loss from operations narrowed to $27.6 million from $34.8 million; non-GAAP income from operations rose to $44.4 million from $29.2 million.
Non-GAAP free cash flow was $50.5 million, compared with $34.3 million a year earlier.
Outlook: fiscal Q3 2027 revenue of $285 million to $287 million; full fiscal 2027 revenue of $1,139 million to $1,144 million and non-GAAP operating income of $152 million to $154 million.
GameStop reported second-quarter results for the period ended August 1, 2026, with operating income of $160.2 million, up from $66.4 million a year earlier, and net income of $298.7 million, up from $168.6 million. Net sales fell to $790.2 million from $972.2 million, and the company raised its fiscal 2026 Adjusted EBITDA outlook to in excess of $650 million from over $600 million.
Operating income was $160.2 million, the highest second-quarter operating income in company history, compared with $66.4 million a year earlier.
Net sales were $790.2 million versus $972.2 million; the company cites the prior-year Nintendo Switch 2 launch, planned store closures and the France divestiture.
Net income of $298.7 million included a $166.3 million gain on a derivative asset and a $72.1 million unrealized gain on an equity investment in eBay.
Fiscal 2026 Adjusted EBITDA outlook raised to in excess of $650 million, up from the over $600 million outlook given on June 26, 2026.
EVI Industries reported fiscal 2026 revenue of $446.6 million, up 15%, and net income of $7.7 million, up 3%, for the year ended June 30, 2026. Fourth-quarter revenue rose 11% to a record $121.9 million and net income rose 31% to $2.7 million. The company also said it closed its Sudsies acquisition on September 1, 2026, forming a consumer garment care division.
Fiscal 2026 revenue rose 15% to a record $446.6 million, and gross profit rose 19% to a record $140.7 million.
Fiscal 2026 net income rose 3% to $7.7 million; diluted earnings per share were $0.48, compared with $0.49 a year earlier.
Fourth-quarter revenue rose 11% to a record $121.9 million, and net income rose 31% to $2.7 million.
The Sudsies acquisition closed on September 1, 2026, and serves as the base of the new consumer garment care division.
enGene Therapeutics reported a third-quarter net loss of $32.5 million, or $0.47 per share, for the three months ended July 31, 2026, up from $29.0 million, or $0.57 per share, a year earlier. Total operating expenses rose to $34.0 million from $29.9 million, and the company ended the quarter with $266.3 million in cash, cash equivalents, and marketable securities, which it said will support its planned BLA submission for detalimogene.
Q3 net loss attributable to common shareholders: $32.5 million ($0.47 per share), versus $29.0 million ($0.57 per share) a year earlier
Total operating expenses: $34.0 million, versus $29.9 million; general and administrative expenses rose $6.6 million, partly due to workforce reduction-related costs
Cash, cash equivalents, and marketable securities: $266.3 million as of July 31, 2026
Pre-BLA meeting with the FDA and initiation of the detalimogene BLA submission are both planned for 4Q 2026
ABM reported fiscal third-quarter 2026 revenue up 4.2% to a quarterly record of $2.3 billion and net income up 19% to $49.7 million, or $0.84 per diluted share. The company raised the midpoint of its full-year adjusted EPS outlook to $3.95 to $4.10 and lowered its segment operating margin outlook, while declaring a $0.29 quarterly dividend.
Revenue rose 4.2% to $2.3 billion, with 2.1% organic growth and 2.1% from acquisitions; Technical Solutions revenue was affected by deferred projects.
Net income was $49.7 million, or $0.84 per diluted share, versus $41.8 million, or $0.67, a year earlier; adjusted EPS was $1.04 versus $0.82.
Adjusted EPS outlook midpoint raised to $3.95 to $4.10 from $3.85 to $4.15; segment operating margin outlook narrowed to 7.7% to 7.8% from 7.8% to 8.0%.
Board declared a $0.29 per share dividend payable November 2, 2026, to holders of record on October 1, 2026.
United Natural Foods reported fourth-quarter fiscal 2026 net income of $35 million, compared with a net loss of $87 million a year earlier, while net sales fell 0.7% to $7.6 billion. The company also gave fiscal 2027 guidance and, on September 3, 2026, authorized a new share repurchase program of up to $200 million, which replaces the September 2022 program.
Q4 fiscal 2026 net income of $35 million ($0.57 diluted EPS) vs. a net loss of $87 million a year earlier; Adjusted EBITDA rose 48.3% to $172 million.
Full-year fiscal 2026 net sales fell 2.0% to $31.2 billion; net income was $84 million vs. a net loss of $118 million in fiscal 2025.
Fiscal 2027 guidance: net sales $31.2-$31.8 billion, net income $105-$145 million, Adjusted EPS $3.00-$3.50, Adjusted EBITDA $730-$780 million.
Board authorized up to $200 million in share repurchases on September 3, 2026; the program has no fixed expiration date.
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.