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8-K filings in September 2026, explained

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).

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FIZZNATIONAL BEVERAGE CORP Sep 11, 5:00 PM ET

National Beverage Q1 profit falls to $0.50 per share from $0.60 as sales hold flat

Mixed earnings Written later 2.02

National Beverage reported first-quarter results for the period ended August 1, 2026, with net sales of $331 million, essentially unchanged from a year earlier. Net income fell to $47 million from $55.8 million, and earnings per share dropped to $0.50 from $0.60, as higher aluminum, tariff, fuel and freight costs pressured gross margin, which was 35%. Shareholders also saw cash fall to $107 million after a $304 million special dividend of $3.25 per share paid July 30, 2026.

  • Net sales were $330.7 million for the three months ended August 1, 2026, versus $330.5 million a year earlier.
  • Net income was $47.0 million, or $0.50 per diluted share, compared with $55.8 million, or $0.60 per diluted share, a year earlier.
  • Gross margin was 35%; the company said aluminum costs alone reduced gross margin by almost 600 basis points.
  • The company paid a $304 million special dividend ($3.25 per share) on July 30, 2026, and reported cash of $107 million afterward.
Read the filing on SEC.gov ↗
AXRAMREP CORP. Sep 11, 4:35 PM ET

AMREP net income falls to $276,000 in first quarter; revenue drops to $6.1 million

Negative earnings Written later 2.025.025.07

AMREP Corporation reported net income of $276,000, or $0.05 per diluted share, for the fiscal first quarter ended July 31, 2026, down from $4,692,000, or $0.87 per diluted share, a year earlier. Revenues fell to $6.1 million from $17.9 million, and shareholders also approved a 2026 Equity Compensation Plan at the September 10 annual meeting.

  • Net income: $276,000 ($0.05 per diluted share) vs. $4,692,000 ($0.87) in the same quarter last year
  • Revenues: $6,051,000 vs. $17,851,000 a year earlier
  • Shareholders approved the 2026 Equity Compensation Plan, which allows up to 500,000 shares and becomes effective September 20, 2026
  • Directors Timothy S. McNaney and Albert V. Russo were re-elected to terms ending at the 2029 annual meeting
Read the filing on SEC.gov ↗
OCCOPTICAL CABLE CORP Sep 11, 4:15 PM ET

Optical Cable Corp. Q3 Net Sales Rise 22% to $24.3 Million; Net Income $1.9 Million

Positive earnings Written later 2.02

Optical Cable Corporation reported third quarter fiscal 2026 results for the period ended July 31, 2026, with net sales up 22.0% to $24.3 million and net income of $1.9 million, or $0.21 per share, versus $302,000 a year earlier. Gross profit rose 43.9% to $9.1 million, and the company reported a sales order backlog of $13.5 million. The filing contains no guidance; management declined to give forward guidance on sales or margins during the earnings call.

  • Q3 net sales $24.3 million, up 22.0% from $19.9 million; gross margin 37.4% vs. 31.7%
  • Q3 net income $1.9 million, or $0.21 per share, vs. $302,000, or $0.04 per share, a year earlier
  • Nine-month net income $2.5 million, or $0.28 per share, vs. a net loss of $1.5 million, or $0.19 per share, in the prior-year period
  • Sales order backlog $13.5 million at July 31, 2026, up from $13.3 million at April 30, 2026
Read the filing on SEC.gov ↗
JVACOFFEE HOLDING CO INC Sep 11, 9:05 AM ET

Coffee Holding swings to $0.35/share profit as quarterly sales fall 9.3%

Mixed earnings Written later 2.02

Coffee Holding Co. reported results for the quarter ended July 31, 2026. Net sales fell 9.3% to $21,686,262 as lower green coffee prices led to price cuts and promotions, but net income was $1,993,438, or $0.35 per share, compared with a net loss of $1,205,413, or $0.21 per share, a year earlier. Management attributed much of the profit gain to a favorable inventory position, tariff refunds and a net trading gain, and said it expects more tariff refunds to add to earnings over the next two quarters.

  • Net sales were $21,686,262, down $2,224,252 or 9.3% from $23,910,514 a year earlier.
  • Net income was $1,993,438 ($0.35 per share) versus a net loss of $1,205,413 ($0.21 per share) in the prior-year quarter.
  • Gross profit rose to $5,424,131, or 25.0% of net sales, from 9.4% a year earlier.
  • Tariff refunds received in the quarter contributed approximately $0.06 per share to earnings.
Read the filing on SEC.gov ↗
HOFTHOOKER FURNISHINGS Corp Sep 11, 6:01 AM ET

Hooker Furnishings Q2 profit $1.7 million on tariff recoveries; sales down 8.7%

Mixed earnings Written later 2.02

Hooker Furnishings reported fiscal 2027 second-quarter net income of $1.7 million, compared with a $3.3 million loss a year earlier, helped by $7.9 million in tariff recoveries. Net sales fell 8.7% to $63.3 million, and management said it does not expect meaningful near-term improvement in market conditions. The profit rebound matters to shareholders, but it is partly driven by one-time tariff recoveries while sales decline.

  • Quarterly net income of $1.7 million, or $0.15 diluted per share, versus a net loss of $3.3 million, or $0.31 per share, a year earlier
  • Net sales decreased $6.0 million, or 8.7%, to $63.3 million in the second quarter
  • Received $7.9 million in tariff recoveries during the quarter; the company does not expect material additional recoveries
  • Cash and cash equivalents rose to $18.7 million with no outstanding term loan balance; $1.3 million used for share repurchases
Read the filing on SEC.gov ↗

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.