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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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RLGTRADIANT LOGISTICS, INC Sep 14, 5:15 PM ET

Radiant Logistics Q4 revenue up 18.5%; full-year adjusted EBITDA falls to $36.7 million

Mixed earnings Written later 2.02

Radiant Logistics reported fourth-quarter results for the three months ended June 30, 2026, with revenue of $261.4 million, up 18.5%, and GAAP net income attributable to the company of $7.5 million, up 53.1%. For the full fiscal year, GAAP net income rose to $18.8 million, but adjusted EBITDA fell to $36.7 million from $38.8 million and adjusted net income fell to $25.3 million from $30.9 million, so shareholders see stronger quarterly growth alongside lower full-year adjusted profit.

  • Q4 revenue $261.4 million, up $40.8 million or 18.5%; Q4 diluted EPS $0.15 versus $0.10 a year earlier
  • Q4 adjusted EBITDA $10.4 million, up 31.6%; adjusted EBITDA margin 15.5%, up 240 basis points
  • Full-year revenue $934.4 million versus $902.7 million; full-year adjusted EBITDA $36.7 million versus $38.8 million
  • On August 7, 2026, the $200 million revolving credit facility was extended to August 7, 2031; the company reported no net debt as of June 30, 2026
Read the filing on SEC.gov ↗
CUBECubeSmart Sep 14, 4:32 PM ET

CubeSmart same-store NOI down 1.1% year to date; 2026 FFO outlook $2.54 to $2.60

Mixed earnings Written later 2.027.01

CubeSmart filed an investor presentation with its 8-K that shows year-to-date 2026 same-store results through June 30, 2026, including revenue growth of 0.7%, expense growth of 5.1%, and a 1.1% decline in same-store net operating income. The full-year 2026 outlook shown was last updated in the July 30, 2026 earnings release, and the filing does not state a new change to it. The deck also reports second-quarter FFO, as adjusted, of $0.63 per share and share repurchases of 2.0 million shares for $75.8 million.

  • Q2 2026 FFO, as adjusted, per share: $0.63
  • Year-to-date same-store revenue growth 0.7%, expense growth 5.1%, NOI growth (1.1)%
  • 2026 full-year outlook (last updated July 30, 2026): same-store NOI growth (1.00%) to 0.25%; FFO, as adjusted, per share $2.54 to $2.60
  • Repurchased 2.0 million common shares for $75.8 million at an average of $37.90 per share
Read the filing on SEC.gov ↗

Dave & Buster's posts Q2 net loss of $12.5 million as revenue falls 2.4%

Negative earnings Written later 2.02

Dave & Buster's reported second quarter 2026 results for the period ended August 4, 2026, in a press release furnished as Exhibit 99.1. Revenue fell 2.4% to $544.1 million, the company swung to a net loss of $12.5 million, and Adjusted EBITDA dropped to $98.9 million from $129.8 million a year earlier, which weighs on shareholders.

  • Total revenue of $544.1 million, down 2.4% from $557.4 million in the second quarter of fiscal 2025; comparable store sales fell 2.9%.
  • Net loss of $12.5 million, or $0.36 per diluted share, versus net income of $11.4 million, or $0.32 per diluted share, a year earlier.
  • Adjusted EBITDA of $98.9 million versus $129.8 million; adjusted free cash flow was positive $19.5 million for the six months ended August 4, 2026, compared with negative $36.5 million a year earlier.
  • Available liquidity of $492.1 million at quarter end; the company opened six new domestic stores in the quarter.
Read the filing on SEC.gov ↗

Kestra Medical revenue rises 60% to $31.0 million; FY27 guidance raised to $141 million

Mixed earnings Written later 2.02

Kestra Medical Technologies reported first quarter fiscal 2027 revenue of $31.0 million, up 60% from the prior year period, and raised its FY27 revenue guidance to $141 million from $137 million. The GAAP net loss widened to $44.1 million from $25.8 million, so revenue growth came with larger losses for shareholders.

  • Revenue was $31.0 million for the quarter ended July 31, 2026, up 60% from the prior year period; gross margin was 56.5% versus 45.7%.
  • GAAP net loss was $44.1 million, or $0.75 per share, compared with $25.8 million, or $0.50 per share, a year earlier.
  • FY27 revenue guidance was increased to $141 million, growth of 48% over FY26, from prior guidance of $137 million.
  • Cash, cash equivalents and investments totaled $244.7 million as of July 31, 2026; total liquidity was about $320 million including committed unused term loan availability.
Read the filing on SEC.gov ↗
IMMRIMMERSION CORP Sep 14, 9:03 AM ET

Immersion Q1 fiscal 2027 revenue rises to $294.4 million; GAAP profit $4.9 million

Positive earnings Written later 2.028.01

Immersion reported first-quarter fiscal 2027 results for the three months ended July 31, 2026, with total revenues of $294.4 million, up from $292.0 million a year earlier, and GAAP net income attributable to Immersion stockholders of $4.9 million, or $0.17 per diluted share, versus a loss of $0.9 million a year earlier. Non-GAAP net income attributable to Immersion stockholders was $16.6 million, or $0.50 per diluted share, slightly below $0.52 a year earlier. The Board also declared a quarterly dividend of $0.075 per share payable October 30, 2026.

  • Total revenues of $294.4 million vs. $292.0 million in the same quarter last year; the consolidated figures include Barnes & Noble Education
  • GAAP net income attributable to Immersion stockholders of $4.9 million, or $0.17 per diluted share, vs. a loss of $(0.9) million, or $(0.03) per share, a year earlier
  • Non-GAAP net income attributable to Immersion stockholders of $16.6 million, or $0.50 per diluted share, vs. $16.9 million, or $0.52, a year earlier
  • Quarterly cash dividend of $0.075 per share payable October 30, 2026, to holders of record on October 16, 2026
Read the filing on SEC.gov ↗
BNGOBionano Genomics, Inc. Sep 14, 8:30 AM ET

Bionano Genomics Q2 2026 revenue of $8.2M beats guidance; FY26 low end raised

Positive earnings Written later 7.01

In a Regulation FD filing tied to the H.C. Wainwright 28th Annual Global Investment Conference on September 14, 2026, Bionano presented Q2 2026 results showing revenue of $8.2 million, above its $7.5 million to $7.8 million guidance and up 21% from Q2 2025. The company raised the lower end of its FY26 revenue guidance to $31 million to $33 million from $30 million to $33 million, and it projects FY27 revenue of $50 million to $54 million. The filing also repeats that the company's ability to continue as a going concern depends on obtaining significant additional financing.

  • Q2 2026 revenue was $8.2 million, above guidance of $7.5 million to $7.8 million and up 21% from Q2 2025.
  • FY26 revenue guidance is $31 million to $33 million, with the lower end raised from $30 million.
  • FY27 revenue outlook is $50 million to $54 million, with adjusted EBITDA projected at about $0 in the Q4 FY27 exit rate.
  • The company disclosed that its ability to continue as a going concern requires significant additional financing.
Read the filing on SEC.gov ↗
RFILR F INDUSTRIES LTD Sep 14, 8:08 AM ET

RF Industries Q3 sales hit record $24.0 million, up 21%; diluted EPS $0.12

Positive earnings Written later 2.02

RF Industries reported third-quarter fiscal 2026 results for the period ended July 31, 2026, with net sales of $23.96 million, up 21% from $19.79 million a year earlier. Consolidated net income was $1.44 million, or $0.12 per diluted share, compared with $392,000, or $0.04, in the prior-year quarter. For shareholders, the filing shows higher sales, operating income and profit, though the 8-K does not include guidance.

  • Net sales $23.96 million, up 21% year over year and up 16% from $20.7 million in the second quarter of fiscal 2026
  • Gross profit margin 35.6%, up from 34% in the prior-year quarter; operating income $1.8 million versus $720,000
  • Consolidated net income $1.44 million, or $0.12 per diluted share, versus $0.04; non-GAAP EPS $0.19 versus $0.10
  • Backlog $18.6 million at July 31, 2026, and $19.8 million as of September 14, 2026
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.