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).
Culp reported first-quarter fiscal 2027 results for the period ended August 2, 2026, with net sales of $54.0 million, up 6.5% from a year earlier, and net income of $6.0 million, or $0.47 per diluted share, versus a net loss of $231 thousand a year earlier. Reported profit includes $6.9 million in tariff refunds, and excluding them the company shows an adjusted operating loss of $271 thousand, narrower than the $1.9 million adjusted loss a year ago. The company also cut net debt to $3.1 million from $10.9 million at fiscal year-end and expects break-even operating income in the second quarter.
Net sales $54.0 million, up 6.5%; bedding sales up 13.2% to $31.8 million, upholstery down 1.9% to $22.2 million
Net income $6.0 million, or $0.47 per diluted share, including $6.9 million in tariff refunds tied to the Supreme Court's February 2026 IEEPA ruling
Adjusted operating loss of $271 thousand, compared with an adjusted operating loss of $1.9 million a year earlier
Net debt fell to $3.1 million from $10.9 million at fiscal year-end; company expects break-even operating income in the second quarter
CooperCompanies said its strategic review is complete and the Board unanimously decided to retain CooperSurgical, while also expanding its share repurchase authorization from $2 billion to $3 billion. The same day it reported fiscal third-quarter results with revenue up 1% and non-GAAP diluted EPS up 4%, though GAAP EPS was lifted by a $307.2 million tax benefit.
Q3 revenue $1.066 billion, up 1%; non-GAAP diluted EPS $1.15, up 4% from $1.10
GAAP diluted EPS $2.24 versus $0.49, driven by a $307.2 million discrete tax benefit from a U.K. tax examination
Buyback authorization raised from $2 billion to $3 billion; about $1.5 billion remains available after $339.1 million repurchased in the quarter
Fiscal Q4 2026 non-GAAP diluted EPS guidance of $1.05 to $1.09; fiscal 2026 guidance of $4.51 to $4.55
American Eagle Outfitters reported second-quarter fiscal 2026 results for the period ended August 1, 2026, with net revenue up 8% to $1.38 billion and diluted earnings per share of $0.79 versus $0.45 a year earlier. The quarter included a net $161 million operating benefit from tariff refunds, and the company set fiscal 2026 operating income guidance of $540 million to $550 million that includes that benefit. Aerie comparable sales rose 19% while American Eagle comparable sales fell 1%.
Net revenue of $1.38 billion rose 8%; comparable sales rose 6%, with Aerie up 19% and American Eagle down 1%.
Operating profit was $211 million versus $103 million last year, including a net $161 million tariff refund benefit.
Diluted EPS was $0.79 versus $0.45 last year.
Fiscal 2026 operating income guidance is $540 million to $550 million, inclusive of the net tariff refund benefit; third-quarter operating income is guided to $110 million to $115 million.
Kewaunee Scientific reported first-quarter fiscal 2027 sales of $66.3 million, down 6.7% from a year earlier, and diluted earnings per share of $0.58 versus $1.04. Pre-tax earnings fell 34.7%, partly due to extra compensation expense from settling long-term incentive awards in cash, which the company says will not recur. Backlog rose from April 30, 2026 but remained below its level a year earlier.
Sales were $66.3 million versus $71.1 million; net earnings attributable to the company were $1.7 million versus $3.1 million.
Pre-tax earnings were $2.6 million versus $3.9 million, a decrease of 34.7%.
Backlog rose to $169.0 million on July 31, 2026, from $165.9 million on April 30, 2026, but was $205.0 million on July 31, 2025.
Long-term debt excluding the sale-leaseback obligation fell to $13.8 million from $15.1 million on April 30, 2026.
Research Solutions reported fiscal 2026 net income of $2.8 million, or $0.09 per diluted share, up from $1.3 million, or $0.04, a year earlier, while total revenue fell to $48.3 million from $49.1 million. Fourth-quarter revenue of $12.1 million and net income of $666,000 were both below the prior-year quarter, which included a $1.1 million favorable Scite earnout adjustment, so shareholders see a mixed picture of annual profit growth alongside shrinking sales.
Fiscal 2026 net income was $2.8 million, or $0.09 per diluted share, versus $1.3 million, or $0.04, in fiscal 2025.
Fiscal 2026 total revenue was $48.3 million versus $49.1 million; transaction revenue fell to $27.5 million from $30.1 million.
Fourth-quarter net income was $666,000, or $0.02 per diluted share, versus $2.4 million, which included a $1.1 million Scite earnout adjustment.
B2B ARR rose 14.1% to $16.2 million, and total ARR rose 7.8% to $22.5 million as of June 30, 2026.
Lakeland Industries reported fiscal second quarter 2027 results for the period ended July 31, 2026. Net sales fell 4.5% year over year to $50.1 million, and the company posted a net loss of $4.9 million, compared with net income of $0.8 million a year earlier. The loss included a non-cash goodwill impairment of approximately $3.2 million tied to LHD Germany, partly offset by a $1.9 million gain on lease settlement.
Net sales were $50.1 million versus $52.5 million in Q2 FY26, a decrease of 4.5%; gross margin was 37.0% versus 35.9%.
Net loss was $4.9 million, or $0.50 per share, versus net income of $0.8 million, or $0.08 per share, in Q2 FY26.
Adjusted EBITDA was $1.4 million versus $5.0 million a year earlier; adjusted EBITDA excluding FX was $2.7 million versus $5.1 million.
As of July 31, 2026, the company had $24.9 million outstanding under its revolving credit facility and was in compliance with its debt covenants.
Navan reported second-quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue up 35% year-over-year to $233 million. It raised its fiscal 2027 total revenue outlook to $927 million to $933 million, while its GAAP loss from operations widened to $26 million from $12 million a year earlier. Shareholders get higher revenue and guidance, though the GAAP operating loss grew and the GAAP net loss narrowed to $29 million from $39 million.
Q2 GAAP net loss was $29 million, compared with $39 million in the year-earlier quarter; non-GAAP net income was $14 million, compared with a non-GAAP net loss of $8 million.
Fiscal 2027 total revenue outlook raised to $927 million to $933 million; non-GAAP income from operations expected at $82 million to $86 million.
Third-quarter fiscal 2027 total revenue expected at $253 million to $255 million.
Navan acquired Smartrips, a Brazilian travel management company, and BoomPop, an AI-native meetings and events platform.
Gloo Holdings reported second-quarter results for the three months ended July 31, 2026, with revenue of $46.6 million, up from $16.2 million a year earlier, and a net loss of $21.2 million, narrowed from $44.1 million. The company raised its fiscal 2026 revenue guidance to $200 million and reiterated that it expects Adjusted EBITDA profitability in the fourth quarter of 2026, which points to improving results for shareholders while losses remain.
Q2 2026 revenue was $46.6 million, up 188% from $16.2 million, and above guidance of $44.0 million.
Net loss narrowed to $21.2 million from $44.1 million; Adjusted EBITDA was negative $8.3 million, versus guidance of negative $8.5 million.
Fiscal 2026 revenue guidance raised to $200 million; third-quarter revenue expected at $55 million and Adjusted EBITDA at negative $3.5 million.
Cash and cash equivalents were $39.3 million at July 31, 2026, down from $57.3 million at January 31, 2026.
Wealthfront reported fiscal second quarter 2027 results for the period ended July 31, 2026. Revenue rose 1% year-over-year to $91.9 million, but GAAP diluted net income fell 49% to $17.6 million and diluted EPS fell to $0.10 from $0.24, mainly due to higher stock-based compensation tied to awards recognized after the December 2025 IPO. Total Platform Assets grew 12% to $99.0 billion, and the company said it surpassed $100 billion at the end of August.
Total revenue $91.9 million, up 1% from $91.1 million; GAAP net income $17.6 million versus $34.7 million
Stock-based compensation expense $16.4 million versus $1.6 million a year earlier; adjusted EBITDA $38.1 million, down 15%
Total Platform Assets $99.0 billion, up 12%; funded clients 1.51 million, up 14%
Company repurchased 3.3 million shares for approximately $30 million in the quarter
AeroVironment reported first-quarter fiscal 2027 revenue of $480.5 million, up 6% from a year earlier, and a net loss of $5.1 million, or $0.10 per diluted share, versus a $67.4 million loss a year earlier. The company said it continues to expect full-year fiscal 2027 revenue of $2.125 billion to $2.225 billion and non-GAAP adjusted EBITDA of $305 million to $325 million.
Revenue $480.5 million vs. $454.7 million a year earlier; net loss $5.1 million vs. $67.4 million
Non-GAAP adjusted EBITDA $53.4 million vs. $56.6 million; non-GAAP EPS $0.59 vs. $0.32
Funded backlog $1.5 billion as of August 1, 2026, up 37% year over year; bookings $0.7 billion, book-to-bill 1.4
Full-year fiscal 2027 guidance unchanged: revenue $2.125 billion to $2.225 billion, EPS $0.21 to $0.53
Limoneira reported fiscal third-quarter 2026 revenue of $43.8 million, down from $47.5 million a year earlier, and a net loss of $0.17 per diluted share versus $0.06. Adjusted EBITDA rose to $3.9 million from $3.0 million, and the company raised its avocado volume guidance while narrowing lemon volume to the lower end of its range. The company also agreed to sell the Windfall Farms property for $15.0 million in cash, with closing expected September 14, 2026.
Q3 total net revenues were $43.8 million, versus $47.5 million, mainly due to the transition of citrus brokerage operations to Sunkist.
Q3 operating loss was $3.0 million, versus $0.6 million; net loss per diluted share was $0.17, versus $0.06.
Adjusted EBITDA was $3.9 million, versus $3.0 million in the prior-year quarter.
Fiscal 2026 avocado volume guidance raised to 7.0 to 7.25 million pounds; lemon volume expected at the lower end of 4.0 to 4.5 million cartons.
Educational Development Corporation announced that its second quarter fiscal year 2027 earnings call will be held on Wednesday, October 14, 2026, at 3:30 PM CT (4:30 PM ET). The filing contains no financial results, so the announcement is administrative and does not change the company's reported performance.
Earnings call scheduled for Wednesday, October 14, 2026, at 3:30 PM CT (4:30 PM ET)
Craig White, Heather Cobb and Dan O'Keefe are scheduled to present the second quarter results
Live Q&A webcast; audio replay to be posted at www.edcpub.com/investors
Caleres reported second quarter 2026 net sales of $695.5 million, up 5.6%, and GAAP diluted earnings of $1.71 per share versus $0.20 a year earlier, which included $55.6 million in tariff refunds. Excluding tariff refunds, adjusted diluted EPS was $0.47 versus $0.35. The company raised the low end of its full-year 2026 adjusted EPS guidance to $1.50 to $1.65 from $1.40 to $1.65, though Famous Footwear sales declined 6.3%.
Net sales were $695.5 million, up 5.6%; Brand Portfolio sales rose 23.6% while Famous Footwear sales fell 6.3%.
GAAP diluted EPS was $1.71 versus $0.20; adjusted diluted EPS, excluding tariff refunds, was $0.47 versus $0.35.
Full-year 2026 adjusted EPS guidance is $1.50 to $1.65, up from $1.40 to $1.65; GAAP EPS guidance is $2.80 to $2.95.
Third quarter 2026 GAAP EPS is expected at $0.62 to $0.70; Famous Footwear comparable store sales were flat quarter to date through Labor Day.
Perma-Pipe reported second-quarter fiscal 2026 results for the period ended July 31, 2026, with net sales up 24.4% to $59.6 million and net income attributable to common stock of $2.5 million, or $0.31 per diluted share, versus $0.9 million, or $0.10, a year earlier. The quarter included a $3.9 million charge for an uncollectible customer receivable, and the company said net income would have been higher without it, while six-month net income attributable to common stock fell to $4.3 million from $5.8 million.
Net sales rose to $59.6 million from $47.9 million; gross margin fell to 29.2% from 30.1%.
Net income attributable to common stock was $2.5 million, or $0.31 per diluted share, including a $3.9 million receivable charge and a $1.6 million discrete tax benefit.
Backlog was $142.3 million at July 31, 2026, up from $136.5 million at April 30, 2026.
On August 25, 2026, the company entered into a new global credit agreement with JPMorgan that replaced its prior $18.0 million revolving facility.
Core & Main reported fiscal second-quarter net sales of $2,145 million, up 2.5%, and net income of $150 million, up 6.4%, for the quarter ended August 2, 2026. The company reaffirmed its full-year fiscal 2026 outlook and said it repurchased $169 million of shares in the quarter, with a further $11 million after quarter end.
Diluted EPS rose 10.0% to $0.77; Adjusted Diluted EPS rose 8.0% to $0.94
Adjusted EBITDA rose 3.0% to $274 million; gross profit margin was 26.7% versus 26.8% a year earlier
Full-year fiscal 2026 outlook reaffirmed: net sales of $7,800 to $7,900 million and Adjusted EBITDA of $950 to $980 million
Year-to-date open market share repurchases reached nearly $270 million and 5.7 million shares
Destination XL Group reported second-quarter fiscal 2026 sales of $111.6 million, down 3.4% from a year earlier, with comparable sales down 3.5%. Net income was $2.0 million, or $0.04 per diluted share, helped by a $4.6 million tariff refund, compared with a prior-year net loss of $0.3 million. The company also said its board no longer considers the proposed FullBeauty merger advisable and recommends that stockholders vote against the share issuance proposal.
Total sales $111.6 million vs. $115.5 million a year earlier; comparable sales down 3.5%, with stores down 4.3% and direct down 1.6%.
Net income $2.0 million, or $0.04 per diluted share, including a $4.6 million tariff refund; prior-year quarter was a net loss of $0.3 million.
Board determined the FullBeauty merger is no longer advisable and recommends stockholders vote against the issuance proposal.
Cash and investments were $20.1 million at August 1, 2026, with no outstanding debt.
SailPoint reported fiscal second quarter 2027 results for the period ended July 31, 2026, with total revenue up 17% year-over-year to $309 million and total ARR up 25% to $1.231 billion. The GAAP operating loss widened to $59 million from $41 million a year earlier, while adjusted income from operations rose to $63 million from $54 million. The company also gave fiscal 2027 revenue guidance of $1,265 million to $1,275 million and adjusted EPS guidance of $0.30 to $0.34.
Total revenue was $309 million, up 17% year-over-year; subscription revenue was $295 million, up 19%.
GAAP operating loss was $(59) million, or (19)% of revenue, versus $(41) million, or (15)%, in fiscal Q2 2026.
Adjusted income from operations was $63 million, or 20% of revenue, versus $54 million, or 20%, a year earlier.
Fiscal 2027 guidance: total revenue $1,265 million to $1,275 million; adjusted EPS $0.30 to $0.34; Q3 revenue $326 million to $330 million.
Sunbelt Rentals reported results for the fiscal first quarter ended July 31, 2026, with total revenue up 11.2% to $3,115 million and net income up 17.4% to $438 million. The company raised its full-year fiscal 2027 guidance and declared its first quarterly cash dividend of $0.30 per share, paid quarterly rather than semi-annually. Headline earnings and guidance both moved higher for shareholders.
Total revenue rose 11.2% to $3,115 million; rental revenue rose 12.5% to $2,927 million
Net income rose 17.4% to $438 million; diluted EPS rose 23.0% to $1.07 from $0.87
Full-year fiscal 2027 total revenue growth guidance raised to 6% to 9% from 4.5% to 7.5%
Quarterly dividend of $0.30 per share payable October 2, 2026, to holders of record as of September 18, 2026
Chewy reported second-quarter fiscal 2026 results with net sales of $3.33 billion, up 7.3% year over year, and net income of $80.5 million, up from $62.0 million. CEO Sumit Singh said the results give the company confidence to raise its full-year revenue and profitability outlook, which matters to shareholders because it signals stronger expected growth and earnings.
Net sales rose 7.3% to $3.33 billion; excluding SmartPak and Modern Animal contributions, growth was 5.7%.
Diluted EPS was $0.20, up $0.06 from $0.14; adjusted diluted EPS was $0.36, up $0.03.
Adjusted EBITDA rose 23.7% to $226.7 million, with adjusted EBITDA margin of 6.8%, up 90 basis points.
Free cash flow fell 15.5% to $89.5 million from $105.9 million a year earlier.
Signet reported second-quarter fiscal 2027 diluted EPS of $1.33, compared with a loss of $0.22 a year earlier, and sales of $1,528.1 million, down slightly from $1,535.1 million. The company raised its full-year adjusted diluted EPS guidance to $10.45 to $12.15 from $9.20 to $11.00 and renewed its consumer credit card program with Bread through December 31, 2035.
Diluted EPS was $1.33 versus a loss of $0.22 a year earlier, including $0.86 of asset impairment charges net of taxes.
Sales were $1,528.1 million versus $1,535.1 million a year earlier; same store sales rose 2.2%.
Fiscal 2027 adjusted diluted EPS guidance was raised to $10.45 to $12.15 from $9.20 to $11.00.
The credit card program agreement with Bread runs through December 31, 2035, and the company plans a $125 million accelerated share repurchase.
Korn Ferry reported first quarter fiscal 2027 fee revenue of $756.5 million, up 7% year-over-year, with net income attributable to Korn Ferry of $69.0 million, up 4%. The company also gave second-quarter fiscal 2027 outlook for fee revenue of $860 million to $878 million and adjusted diluted earnings per share of $1.30 to $1.40, including two months of the AMS acquisition, which closed on September 1, 2026.
Q1 fiscal 2027 fee revenue was $756.5 million, up 7% year-over-year, the sixth consecutive quarter of top-line growth.
Diluted EPS was $1.32, up 5%; adjusted diluted EPS was $1.43, up 9%, excluding $7.6 million of integration and acquisition costs.
Adjusted EBITDA was $128.2 million, up 7%, with a margin of 17.0%, flat year-over-year.
Q2 fiscal 2027 outlook: fee revenue of $860 million to $878 million and adjusted diluted EPS of $1.30 to $1.40.
Jersey Mike's reported second-quarter 2026 results for the 13 weeks ended June 28, 2026, with total revenue up 10% year over year to $208 million and same-store sales up 2.3%. Net income fell to $37 million from $59 million, while Adjusted EBITDA rose 7% to $114 million. The company also gave full-year 2026 guidance, which for shareholders sets targets for same-store sales, store growth and Adjusted EBITDA.
Total revenue rose 10% to $208 million; systemwide sales rose 10% to $1.210 billion
Net income was $37 million versus $59 million a year earlier, including a $14 million gain on sale of company-owned stores
Adjusted EBITDA rose 7% to $114 million, including a $10 million net adverse impact from advertising fund timing
Full-year 2026 outlook: same-store sales growth of 2.5-3.0%, net unit growth of at least 8%, Adjusted EBITDA growth of at least 20%
J.Jill reported second-quarter fiscal 2026 net sales up 0.5% to $154.8 million, with net income of $16.8 million versus $10.5 million a year earlier. The results include a $13.3 million pre-tax benefit from IEEPA tariff refunds, and the company raised its full-year fiscal 2026 outlook, though net sales and net income were down for the 26-week period.
Q2 diluted EPS was $1.11 versus $0.69 a year earlier; Q2 gross margin was 76.8% including the $13.3 million tariff refund benefit (68.3% excluding it).
For the 26 weeks ended August 1, 2026, net sales fell 2.7% to $299.3 million and net income was $21.5 million versus $22.2 million.
Full-year fiscal 2026 outlook raised: adjusted EBITDA of $75 million to $80 million and free cash flow of approximately $40 million.
Quarterly dividend of $0.09 per share declared September 2, 2026, payable October 7, 2026; $11.8 million remains under the $25.0 million repurchase program, which expires December 6, 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.