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).
Worthington Enterprises reported fiscal 2027 first-quarter results for the three months ended August 31, 2026, with net sales up 13% to $343.9 million and diluted EPS of $0.87 versus $0.70 a year earlier. Adjusted diluted EPS rose to $0.82 from $0.78, and the company declared a quarterly dividend of $0.20 per share.
Net sales rose $40.2 million, or 13%, to $343.9 million, including 6% from acquisitions and 7% from organic growth.
GAAP net earnings increased 22% to $42.6 million; adjusted net earnings rose 3% to $40.1 million.
Free cash flow increased to $54.0 million from $27.9 million, and the company repurchased 335,000 shares for $18.2 million.
Quarterly dividend of $0.20 per share is payable December 29, 2026, to holders of record on December 15, 2026.
KB Home reported results for the quarter ended August 31, 2026. Revenues fell 20% to $1.30 billion, net income dropped to $65.3 million from $109.8 million, and diluted earnings per share were $1.05, down from $1.61. Management kept its full-year 2026 deliveries, housing revenue and margin guidance within the ranges it last gave, but the lower quarterly profit reduces earnings for shareholders.
Revenues were $1.30 billion, down 20%, and homes delivered fell 19% to 2,732.
Housing gross profit margin was 16.5%, compared to 18.2%, and homebuilding operating income was $67.1 million, compared to $131.2 million.
Net orders fell 12% to 2,604, while backlog value rose 3% to $2.05 billion.
Full-year 2026 guidance was not changed; fourth-quarter deliveries are expected at 3,000 to 3,500 homes.
Aytu BioPharma reported fiscal 2026 fourth-quarter net revenue of $16.1 million, up 6.4% from $15.1 million a year earlier, and a net loss of less than $0.1 million, versus a $19.8 million loss in the prior-year quarter. For the full year, net revenue fell 13.3% to $57.6 million and the net loss widened to $14.3 million from $13.6 million, while Adjusted EBITDA was negative $3.7 million compared with $9.2 million, reflecting planned investments in the EXXUA launch.
Q4 fiscal 2026 net revenue was $16.1 million versus $15.1 million; EXXUA contributed $3.9 million and ADHD Portfolio revenue fell to $10.4 million from $13.1 million.
Full-year fiscal 2026 net revenue was $57.6 million versus $66.4 million, and full-year net loss was $14.3 million, or ($1.16) per share, versus $13.6 million, or ($2.16) per share.
Q4 Adjusted EBITDA was $0.5 million versus $2.0 million a year earlier; cash and cash equivalents were $26.3 million at June 30, 2026, compared with $31.0 million at June 30, 2025.
The company scheduled a conference call and webcast for September 22, 2026, at 4:30 p.m. Eastern time.
MillerKnoll reported first-quarter fiscal 2027 net sales of $923.4 million, down 3.4% from a year earlier, while diluted earnings per share rose to $0.38 from $0.29. The company said the quarter included about $10 million in net operating income from U.S. tariff refunds, worth $0.11 per diluted share, and it cut its full-year net sales outlook to $3.88 billion to $4.03 billion from $3.93 billion to $4.13 billion, while keeping its adjusted EPS outlook of $1.85 to $2.15 unchanged.
Net sales were $923.4 million, down 3.4% as reported and down 3.3% organically; orders were $913.9 million, up 3.2%.
Diluted EPS was $0.38 versus $0.29; adjusted diluted EPS was $0.53 versus $0.45, both including the $0.11 tariff refund benefit.
Full-year fiscal 2027 net sales outlook was lowered to $3.88 billion to $4.03 billion from $3.93 billion to $4.13 billion; adjusted EPS outlook stayed at $1.85 to $2.15.
Interim CEO Jeff Stutz was named in the release; the board declared a $0.1875 quarterly dividend payable October 15, 2026.
AutoZone reported fourth-quarter fiscal 2026 results for the 16 weeks ended August 29, 2026, with net sales of $6.6 billion, up 5.6%, and diluted earnings per share of $56.05 versus $48.71 a year earlier. Full-year net sales reached $20.3 billion, and diluted EPS rose 5.3% to $152.55, while the company repurchased $2.0 billion of stock during the year and had $1.6 billion left under its authorization.
Q4 diluted EPS was $56.05 versus $48.71; net income was $931.6 million versus $837.0 million.
Q4 total company same store sales rose 2.7% (1.5% at constant currency); domestic same store sales rose 1.6%.
Q4 gross margin was 53.3%, up 182 basis points, helped by a 145 basis point impact from tariff refunds.
The company opened 175 stores in the quarter and had $1.6 billion remaining under its share repurchase authorization at year end.
THOR Industries reported fiscal 2026 fourth-quarter and full-year results for the year ended July 31, 2026. Full-year net sales rose 0.3% to $9.61 billion, but net income attributable to THOR fell 31.3% to $177.5 million, and fourth-quarter net income fell 67.5% to $40.8 million. The company said it will not give fiscal 2027 guidance until later this fall, after industry events in September.
Fourth quarter: net sales of $2.31 billion, down 8.4%; diluted EPS of $0.78 versus $2.36 a year earlier
Fiscal 2026: net sales of $9.61 billion, up 0.3%; diluted EPS of $3.38 versus $4.84 a year earlier
Fiscal 2027 guidance withheld until later this fall; management expects a relatively flat retail environment and cost initiatives to improve earnings by more than $100 million annually once fully implemented
Repurchased $115.1 million of shares in fiscal 2026, including $34.3 million in the fourth quarter; reduced debt by $59.7 million
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.