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).
Alliance Entertainment reported fiscal 2026 results for the year ended June 30, 2026, with net revenues up 8% to $1.149 billion and gross margin up 80 basis points to 13.3%. GAAP net income fell to $13.1 million, or $0.26 per diluted share, from $15.1 million, or $0.30, after a $7.8 million non-cash write-off, while adjusted diluted EPS rose 24% to $0.46 and operating cash flow was negative $1.7 million. The filing includes no financial guidance for fiscal 2027.
Net revenues rose 8% to $1.149 billion from $1.063 billion; gross profit rose 15% to $152.3 million.
GAAP net income was $13.1 million ($0.26 per diluted share) versus $15.1 million ($0.30) in fiscal 2025, including a $7.8 million non-cash write-off of a vendor rebate receivable.
Adjusted diluted EPS rose 24% to $0.46 from $0.37; adjusted EBITDA rose 14% to $41.5 million.
Net cash used in operating activities was $1.7 million, compared with $26.8 million provided in fiscal 2025; $45.7 million was available under the $120 million revolving credit facility at year-end.
RH reported second-quarter fiscal 2026 results for the period ended August 1, 2026, with GAAP net revenues of $922.2 million, up 2.6% from a year earlier and above the high end of its guidance. The company also updated its fiscal 2026 outlook, calling for revenue growth of 5.5% to 7.0% and adjusted EBITDA margin of 15.0% to 16.2%, while adjusted EBITDA for the quarter included a $55.1 million tariff benefit.
GAAP net revenues were $922.2 million, up 2.6%; GAAP net income was $60.2 million.
Adjusted EBITDA was $178.5 million (19.4% margin), including a $55.1 million tariff benefit; normalized adjusted EBITDA was $123.5 million (13.4% margin).
Updated fiscal 2026 outlook: revenue growth of 5.5% to 7.0% and adjusted EBITDA margin of 15.0% to 16.2%.
Third-quarter outlook calls for revenue growth of 5.0% to 6.0% and adjusted EBITDA margin of 12.5% to 13.5%.
Champions Oncology reported unaudited first-quarter fiscal 2027 results for the period ended July 31, 2026, with revenue of $15.2 million, up 8.8% from a year earlier. The net loss narrowed to $426,000 from $466,000, and adjusted EBITDA rose to $671,000 from $59,000, though the company still reported a loss and spent more on sales and marketing.
Oncology revenue of $15.2 million, up from $14.0 million in the prior-year quarter
Net loss of $426,000 versus $466,000 a year earlier; basic loss per share of $0.03 in both periods
Adjusted EBITDA of $671,000 versus $59,000; oncology services margin of 51% versus 43%
Sales and marketing expense rose 66.6% to $3.1 million; cash used in operations was $492,000 and cash ended the quarter at $4.4 million with no debt
IBEX reported fiscal 2026 results for the year ended June 30, 2026, with full-year revenue up 15.4% to $644.1 million and diluted EPS up 32.8% to $3.13. Fourth-quarter revenue rose 11.6%, but net income fell 8.8% to $8.7 million and diluted EPS fell 11.3% to $0.59. The company also introduced fiscal 2027 guidance and amended its U.S. and UAE credit facilities, extending maturities to October 22, 2029.
Fiscal 2026 revenue $644.1 million, up 15.4%; diluted EPS $3.13 versus $2.36 a year earlier
Fourth-quarter net income $8.7 million versus $9.6 million; net income margin 5.3% versus 6.5%
Fiscal 2027 revenue guidance $700 million to $715 million; adjusted EBITDA guidance $90 million to $94 million
U.S. credit facility of $25 million and UAE facilities amended on September 8, 2026, with maturity extended to October 22, 2029
Oracle reported fiscal first-quarter 2027 results for the quarter ended August 31, 2026, with revenue up 30% to $19.3 billion and diluted GAAP EPS up 55% to $1.56. The company also gave Q2 and full fiscal 2027 guidance, including total revenue of at least $90 billion, and declared dividends. Free cash flow was negative $5.4 billion as capital expenditures reached $28.5 billion, a figure shareholders will watch alongside the growth in cloud revenue.
Total revenue $19.3 billion, up 30%; cloud revenue $11.6 billion, up 62%; cloud infrastructure $7.4 billion, up 121%
Diluted GAAP EPS $1.56, up 55%; non-GAAP EPS $1.92, up 30%
Operating cash flow $23.1 billion, but free cash flow was negative $5.4 billion
Common dividend $0.50 per share payable October 23, 2026 (record date October 9); preferred dividend $1,625 per share payable October 15, 2026
Copart reported fourth-quarter fiscal 2026 results for the three months ended July 31, 2026, with revenue up 2.4% but gross profit down 5.5% and net income attributable to Copart down 17.4%. Diluted earnings per share fell to $0.35 from $0.41, and for the full fiscal year diluted EPS declined to $1.55 from $1.59.
Q4 revenue rose $27.3 million, or 2.4%, to $1.2 billion; gross profit fell $28.3 million, or 5.5%, to $481.4 million
Q4 net income attributable to Copart fell $68.9 million, or 17.4%, to $327.4 million
Fiscal 2026 revenue rose 0.4% to $4.7 billion, while net income attributable to Copart fell 4.4% to $1.5 billion
Fiscal 2026 cash flow statement shows $1.6 billion in common stock repurchases
Zumiez reported fiscal 2026 second-quarter net sales down 2.5% to $209.0 million, with a net loss of $2.7 million, or $0.17 per share, compared with a net loss of $1.0 million, or $0.06 per share, a year earlier. The company said sales through September 7, 2026 were down 4.3% and gave third-quarter guidance of $222 million to $226 million in net sales and EPS of $0.00 to $0.10, which points to weak results for shareholders.
Q2 net sales were $209.0 million, down 2.5%; comparable sales fell 2.1%.
Q2 net loss was $2.7 million, or $0.17 per share, versus $1.0 million, or $0.06 per share, a year earlier.
Third-quarter guidance (three months ending October 31, 2026): net sales of $222 million to $226 million and EPS of $0.00 to $0.10.
Third quarter-to-date net sales fell 4.3% through September 7, 2026; cash and current marketable securities were $97.3 million, down from $106.7 million a year earlier.
Frequency Electronics reported first-quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue of $23.5 million, up from $13.8 million a year earlier. Net income rose to $4.2 million, or $0.41 per diluted share, from $0.07 a year earlier, and the company said a secondary offering added approximately $73 million in cash.
Revenue was approximately $23.5 million, up 70% from $13.8 million in the same quarter of fiscal 2026.
Operating income was $5.2 million, compared with $0.4 million a year earlier.
Net income was $4.2 million, or $0.41 per diluted share, versus $0.07 per diluted share a year earlier.
Funded backlog was approximately $129 million at July 31, 2026, up from $111 million at April 30, 2026.
LightPath Technologies reported results for its fiscal 2026 fourth quarter and full year ended June 30, 2026. Revenue rose 92.7% for the year to $71.7 million and gross profit rose to $25.8 million, but the full-year net loss widened to $20.5 million, mainly due to a $15.6 million non-cash change in the fair value of acquisition earnout liabilities tied to G5 Infrared. For shareholders, the company ended the year with a backlog of approximately $110.9 million and cash of $93.2 million.
Q4 fiscal 2026 revenue was $21.2 million, up 73.8% from $12.2 million; net loss was $4.1 million, or $0.06 per share, versus $7.1 million, or $0.16 per share, a year earlier.
Full-year fiscal 2026 revenue was $71.7 million, up 92.7%; net loss was $20.5 million, or $0.38 per share, versus $14.9 million, or $0.36 per share.
Backlog was approximately $110.9 million at June 30, 2026, up 197% from $37.4 million a year earlier.
Adjusted EBITDA was $2.1 million in Q4 fiscal 2026, compared with a loss of $2.0 million a year earlier; full-year adjusted EBITDA was $4.2 million.
Reformation reported fiscal second-quarter 2026 net revenue of $155.2 million, up 24.1% from a year earlier, and net income of $12.4 million, or $0.23 per diluted share, up 79.4%. The company also set fiscal 2026 net revenue guidance of $602 million to $606 million, but the balance sheet now carries $246.7 million of total debt after term loans funded a dividend of about $90.0 million.
Net revenue rose 24.1% to $155.2 million; DTC revenue grew 21.2% and wholesale grew 48.7%.
Net income was $12.4 million, or $0.23 per diluted share, versus $6.9 million, or $0.13, a year earlier.
Full-year fiscal 2026 outlook: net revenue of $602 million to $606 million and adjusted EBITDA margin of 14% to 14.2%.
On June 17, 2026, the company added $92.0 million of term loans, used to fund an approximately $90.0 million dividend ($1.63 per share); total debt was $246.7 million.
Adobe reported third quarter fiscal 2026 results for the quarter ended August 28, 2026, with revenue of $6.76 billion, up 13% year over year, and non-GAAP diluted earnings per share of $6.13, up from $5.31 a year earlier. The company also raised its full-year fiscal 2026 revenue and earnings per share targets, which matters to shareholders because it signals higher expected profit for the year.
Q3 FY2026 revenue was $6.76 billion, up 13% year over year (12% in constant currency).
Diluted EPS was $4.62 on a GAAP basis (vs. $4.18) and $6.13 on a non-GAAP basis (vs. $5.31).
FY2026 revenue target is now $26.576 billion to $26.626 billion; non-GAAP EPS target is $24.45 to $24.50.
Q4 FY2026 revenue target is $6.80 billion to $6.85 billion; Q3 share repurchases were about 9.5 million shares.
MasterCraft reported fiscal 2026 net sales of $348.9 million, up 22.8%, after completing its merger with Marine Products on May 15, 2026. A $10.1 million non-cash impairment in the Leisure segment and $20.4 million in acquisition-related expenses produced a loss from continuing operations of $1.6 million, compared with income of $10.7 million a year earlier. Adjusted Net Income rose to $30.2 million, or $1.76 per diluted share, from $0.92 per share, and the company gave outlook for a six-month transition period ending December 31, 2026.
Fiscal 2026 loss from continuing operations was $1.6 million, or $(0.09) per diluted share, versus income of $10.7 million, or $0.65 per share, in fiscal 2025.
Fiscal 2026 Adjusted EBITDA was $45.6 million, up from $24.4 million, and Adjusted Net Income per diluted share was $1.76, up from $0.92.
Fourth-quarter net sales were $129.9 million, up 63.4%, and the quarter's loss from continuing operations was $7.0 million, or $(0.35) per diluted share.
For the six-month transition period from July 1 to December 31, 2026, the company expects net sales of $287 million to $291 million and Adjusted EBITDA of $29 million to $32 million.
Vince Holding reported second quarter 2026 net sales of $81.8 million, up 11.7% from a year earlier, and raised its full-year fiscal 2026 outlook for the Vince business. GAAP net income fell to $10.6 million, or $0.80 per diluted share, from $12.1 million, or $0.93, a year earlier, because the prior-year quarter included a $5.6 million employee retention credit benefit. The company also completed its OVO acquisition, which it says is outside the outlook.
Net sales rose 11.7% to $81.8 million; wholesale up 10.4% to $49.4 million and direct-to-consumer up 13.7% to $32.4 million
GAAP diluted EPS was $0.80 vs. $0.93; adjusted diluted EPS was $1.02 vs. $0.38, including tariff refunds and excluding $2.9 million of OVO transaction costs
Fiscal 2026 outlook raised: Vince business net sales now expected to increase approximately 8% to 10%, excluding OVO
OVO acquisition completed, following the August 27, 2026 announcement; the company paid $6 million for a 5% stake in the OVO intellectual property holding entity
Lovesac reported second-quarter fiscal 2027 net sales of $161.2 million, up 0.4%, and net income of $7.4 million, or $0.51 per diluted share, compared with a net loss of $6.7 million a year earlier. The filing says the profit includes $0.86 per share of net benefit from $21.0 million in IEEPA tariff refunds and interest, and omni-channel comparable net sales fell 1.9%. The company expects a third-quarter net loss of $9 million to $12 million and full-year fiscal 2027 net income of $14.5 million to $18.5 million.
Net sales were $161.2 million for the quarter ended August 2, 2026, up from $160.5 million; omni-channel comparable net sales decreased 1.9%.
Net income was $7.4 million, or $0.51 per diluted share, versus a net loss of $6.7 million, or $(0.45) per share, a year earlier.
The company received $21.0 million of IEEPA tariff refunds and related interest in the quarter.
Guidance: third-quarter net loss of $9 million to $12 million; full-year fiscal 2027 net income of $14.5 million to $18.5 million.
Macy's reported second-quarter 2026 results for the 13 weeks ended August 1, 2026, with net sales up 1.1% to $4.9 billion and GAAP diluted EPS of $0.62, up from $0.31 a year earlier. The company raised its full-year 2026 guidance, including adjusted diluted EPS of $2.15 to $2.35, up from $2.00 to $2.20, and the quarter included a $0.23 per share net tariff refund benefit.
Net sales rose 1.1% to $4.9 billion; comparable sales rose 2.7%, and Bloomingdale's comparable sales rose 11.3%.
GAAP diluted EPS was $0.62 versus $0.31; adjusted diluted EPS was $0.63 versus $0.35, including a $0.23 net tariff refund benefit.
Full-year 2026 guidance now calls for net sales of $21.675 billion to $21.825 billion and comparable sales growth of 1.0% to 1.5%.
The board declared a quarterly dividend of 19.15 cents per share, payable October 1, 2026, to holders of record on September 15, 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.