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).
ReposiTrak reported results for the fiscal year ended June 30, 2026, with revenue up 3% to $23.3 million and GAAP net income up 8% to $7.6 million. Fourth-quarter revenue fell 3% to $5.6 million, while fourth-quarter net income rose 16% to $2.1 million. The company ended the year with $27.3 million in cash and no bank debt, and it returned $5.3 million to shareholders through dividends, buybacks and preferred redemptions.
Fiscal 2026 operating income rose 26% to $7.8 million, and operating expense fell 6% to $15.4 million.
Diluted EPS was $0.39 for fiscal 2026, compared with $0.35 a year earlier; basic EPS was $0.41.
Fourth-quarter revenue was $5.6 million, down 3% year over year; fourth-quarter diluted EPS was $0.11.
The company repurchased 143,904 common shares for $1.8 million and redeemed 175,233 preferred shares for $1.9 million during the fiscal year.
Bassett Furniture reported fiscal third-quarter results for the quarter ended August 29, 2026, with net sales up 3.4% to $82.8 million and operating income rising to $2.8 million from $0.6 million a year earlier. Diluted earnings per share were $0.24 versus $0.09, and the company said $1.0 million of $2.8 million in tariff refunds was recorded in gross profit this quarter, with more expected mainly in the fourth quarter. The release does not include updated full-year guidance.
Net sales were $82.8 million, up from $80.1 million; net income was $2.1 million, up from $0.8 million.
Diluted EPS was $0.24 compared with $0.09 in the prior-year quarter.
The company received $2.8 million in tariff refunds from U.S. Customs and Border Protection; $1.0 million was recorded in gross profit this quarter.
A conference call to discuss the results is scheduled for October 1, 2026, at 9:00 am ET.
Progress Software reported fiscal third-quarter 2026 revenue of $246 million, down 2% year-over-year, while GAAP diluted earnings per share rose 25% to $0.55. The company raised its fiscal 2026 revenue and non-GAAP EPS guidance but cut its GAAP EPS guidance and expects a GAAP loss per share in the fourth quarter, and it closed its acquisition of Domo's AI and data platform business.
Q3 revenue was $246 million, down 2% year-over-year; ARR was $873 million, up 1% on a constant currency basis.
Fiscal 2026 revenue guidance was raised to $1,044 million-$1,052 million from $990 million-$1,002 million; GAAP diluted EPS guidance was cut to $1.18-$1.28 from $1.60-$1.74.
Fourth-quarter 2026 GAAP diluted loss per share is guided at $(0.41) to $(0.32); non-GAAP diluted EPS is guided at $1.24 to $1.33.
Q3 non-GAAP diluted EPS was $1.69, up 13% from $1.50; cash and cash equivalents were $113.7 million at quarter end.
Micron reported fiscal fourth-quarter 2026 revenue of $54.23 billion, up from $41.46 billion in the prior quarter and $11.32 billion a year earlier, with GAAP diluted earnings per share of $32.87. The company also guided first-quarter fiscal 2027 revenue to $61.5 billion, plus or minus $1.5 billion, and GAAP diluted earnings per share to $37.84, plus or minus $1.00, both above fourth-quarter levels. For shareholders, the filing shows sharply higher sales and profit and a higher outlook, and the company's forward-looking statements carry the risks described in its SEC filings.
Fiscal Q4 2026 revenue was $54.23 billion; GAAP net income was $37.70 billion, or $32.87 per diluted share
Fiscal 2026 revenue was $133.19 billion, up from $37.38 billion in fiscal 2025; GAAP net income was $84.97 billion
Q1 fiscal 2027 guidance: revenue of $61.5 billion plus or minus $1.5 billion; GAAP diluted EPS of $37.84 plus or minus $1.00
Board declared a quarterly dividend of $0.15 per share, payable October 29, 2026, to holders of record on October 14, 2026
Moving iMage Technologies reported fiscal 2026 net sales of $17.3 million, down 4.6% from the prior year, while its net loss narrowed to $297,000 from $948,000 on higher gross margin. Fourth-quarter sales fell to $4.55 million from $5.88 million and the quarterly net loss widened, and the company expects first-quarter fiscal 2027 revenue of about $4.5 million.
FY2026 net sales were $17.3 million, down 4.6% from $18.1 million in FY2025.
Gross profit rose 10% to $5.0 million, and net loss per share improved to $(0.03) from $(0.10).
Q4 2026 net sales were $4.55 million versus $5.88 million in Q4 2025, and the Q4 net loss was $296,000 versus $156,000.
The company ended FY2026 with $3.2 million in cash and zero debt, after $2.5 million of net cash used in operating activities.
Jabil reported preliminary, unaudited fourth-quarter fiscal 2026 net revenue of $10.6 billion, up from $8.25 billion a year earlier, and U.S. GAAP diluted EPS of $3.76, up from $1.99. The company also guided fiscal 2027 net revenue to $44.5 billion and core diluted EPS to $17.55, and expects first-quarter fiscal 2027 revenue of $10.6 billion to $11.4 billion, which points to continued growth for shareholders if the outlook holds.
Q4 fiscal 2026 net revenue $10.6 billion vs. $8.25 billion a year earlier; U.S. GAAP diluted EPS $3.76 vs. $1.99
Fiscal 2026 net revenue $36.0 billion; core diluted EPS $13.09 vs. $9.75 in fiscal 2025
Conagra Brands reported first-quarter fiscal 2027 results for the period ended August 30, 2026, with net sales down 1.4% to $2.6 billion while diluted EPS rose 5.9% to $0.36 and adjusted EPS rose 5.1% to $0.41. The company reaffirmed its full-year fiscal 2027 guidance, including adjusted EPS of $1.40 to $1.50, so shareholders see weaker sales offset by higher profit and no change to the outlook.
Net sales fell 1.4% to $2.6 billion; organic net sales decreased 1.1%, driven by a 2.1% volume decrease.
Diluted EPS was $0.36, up 5.9%; adjusted EPS was $0.41, up 5.1%, helped by lower adjusted SG&A and higher equity method earnings.
Fiscal 2027 guidance reaffirmed: adjusted EPS of $1.40 to $1.50 and adjusted operating margin of 10.0% to 10.5%.
Free cash flow was ($128) million, a decrease of $102 million; net debt was $7.4 billion, with a 3.99x net leverage ratio.
FactSet reported fourth-quarter fiscal 2026 revenue of $634.7 million, up 6.3% year over year, while GAAP diluted EPS fell 15.4% to $3.41 and adjusted diluted EPS rose 11.6% to $4.52. The company also issued fiscal 2027 guidance calling for revenue of $2,600 million to $2,625 million and GAAP diluted EPS of $17.00 to $17.50, and on September 24, 2026 its board amended the bylaws to let the board delegate powers to committees and update shareholder nomination procedures.
Q4 GAAP operating income fell 11.7% to $156.6 million; GAAP operating margin was 24.7% versus 29.7%, mainly due to restructuring charges and incentive plan costs.
Full-year fiscal 2026 revenue was $2.48 billion, up 6.7%, while GAAP diluted EPS was $14.57, down from $15.55.
Fiscal 2027 guidance: revenue of $2,600 million to $2,625 million, GAAP diluted EPS of $17.00 to $17.50, and adjusted diluted EPS of $19.25 to $19.65.
Q4 share repurchases totaled $138.0 million, and $356.0 million remained available under the program as of August 31, 2026.
Cal-Maine Foods reported a net loss attributable to the company of $58.6 million, or $1.26 per diluted share, for the first quarter ended August 29, 2026, compared with net income of $199.3 million, or $4.12 per diluted share, a year earlier. Net sales fell 41.5% to $539.6 million, mainly because conventional shell egg prices dropped sharply, and the company will pay no cash dividend for the quarter.
Net sales were $539.6 million, down from $922.6 million, a decrease of 41.5%.
Operating loss was $82.2 million, compared with operating income of $249.2 million a year earlier.
Conventional Shell Eggs segment loss was $71.0 million, with average selling price per dozen down 59.3%.
No cash dividend for the quarter; cumulative loss to recover before a future dividend was $94.5 million as of August 29, 2026.
Concentrix reported fiscal third-quarter 2026 revenue of $2,453.7 million, down 1.2% from a year earlier, and a GAAP net loss of $988.1 million, or $(16.24) per diluted share, driven by a non-cash $1,050.0 million goodwill impairment. Excluding non-GAAP items, diluted EPS rose 5.0% to $2.92, and the company raised its quarterly dividend to $0.37 per share. The company guided fourth-quarter non-GAAP diluted EPS to $2.86 to $2.98 and full-year 2026 non-GAAP diluted EPS to $10.97 to $11.09.
Revenue was $2,453.7 million, down 1.2% as reported and down 0.5% in constant currency
GAAP operating loss of $(910.3) million and net loss of $(988.1) million include a $1,050.0 million goodwill impairment
Non-GAAP operating income rose 1.3% to $309.0 million and non-GAAP net income rose 1.8% to $186.5 million
Quarterly dividend raised to $0.37 from $0.36, payable November 3, 2026; no shares repurchased in the quarter, with $396.6 million authorization remaining
Legacy Education reported fiscal 2026 results for the year ended June 30, 2026, with revenue up 24.8% to $80.1 million and net income up 21.3% to $9.1 million. Diluted earnings per share rose 11.9% to $0.66, and year-end student population reached 3,377, up 8.9% from 2025, so shareholders see growth in both sales and profit.
Fiscal 2026 revenue of $80.1 million, up from $64.2 million in fiscal 2025, partly reflecting a full year of Contra Costa Medical Career College results versus half a year in the prior year
Fourth-quarter revenue rose 12.0% to $20.1 million and net income rose 53.3% to $1.9 million
Diluted EPS for fiscal 2026 was $0.66, up 11.9%; general and administrative expense rose 26.7% to $24.2 million
Carnival reported record third-quarter 2026 results for the period ended August 31, with net income attributable to the company of $1.92 billion, up from $1.85 billion a year earlier, and revenue of $8.4 billion, up from $8.2 billion. The company said its full-year 2026 adjusted net income outlook improved by more than $150 million compared with June guidance, offsetting a $150 million impact from higher fuel prices.
Q3 net income attributable to Carnival was $1.92 billion versus $1.85 billion a year earlier; total revenues were $8.4 billion versus $8.2 billion.
Diluted EPS was $1.40 versus $1.33 a year earlier; adjusted EPS was $1.43, in line with the prior year.
Full-year 2026 adjusted net income is now expected to improve by more than $150 million versus June guidance, overcoming a $150 million impact from increased fuel prices.
The company completed about $1.2 billion of share repurchases year to date and paid $618 million in dividends for the first nine months.
CarMax reported second-quarter fiscal 2027 results for the period ended August 31, 2026, with total net revenues up 19.5% to $7.9 billion and net earnings of $165.3 million, or $1.16 per diluted share, versus $0.64 a year earlier. The company said it plans to resume share repurchases in the third fiscal quarter and will hold a Strategic Update on November 3, 2026.
Total net revenues rose 19.5% to $7.9 billion; net earnings rose 73.3% to $165.3 million
Diluted EPS of $1.16 versus $0.64 a year ago, an increase of 81.3%
Gross profit per retail used unit fell $111 to $2,105 amid pricing actions to support sales
Plans to resume share repurchases in Q3 fiscal 2027; $1.31 billion remained under the authorization as of August 31, 2026
Uranium Energy Corp reported results for its fiscal year ended July 31, 2026, with revenue of $37.3 million and gross profit of $16.9 million from selling 400,000 pounds from inventory at a weighted average realized price of $93.13 per pound. The company said it ended the year with $753 million in liquid assets, including $495 million in cash, and no debt, while fourth-quarter production rose 157% from the third quarter.
Fiscal 2026 revenue of $37.3 million and gross profit of $16.9 million from 400,000 pounds sold
Weighted average realized price of $93.13 per pound; fourth-quarter total cost per pound down 33%
$753 million in liquid assets, including $495 million cash, and no debt as of July 31, 2026
Burke Hollow began production in April 2026; fiscal 2026 production totaled 229,294 pounds
NETSOL reported record full-year fiscal 2026 revenue of $74.4 million, up 12.5% and above its $73 million guidance, and operating income nearly doubled to $6.9 million. GAAP net income attributable to NETSOL was $2.95 million, or $0.25 per diluted share, roughly flat with the prior year's $0.25, as a foreign exchange swing and higher non-controlling interest offset operating gains. The company also issued fiscal 2027 guidance calling for revenue growth of 13% to 16%.
Fourth-quarter fiscal 2026 revenue rose 12.5% to a record $20.7 million, and operating income rose 40.2% to $4.5 million.
Full-year GAAP net income attributable to NETSOL was $2.95 million, or $0.25 per diluted share, compared with $2.9 million, or $0.25, a year earlier.
Fiscal 2027 guidance: revenue growth of 13% to 16%, gross margin of approximately 50% or better, and adjusted EBITDA growth of 15% to 25%.
Cash was $27.1 million at June 30, 2026, and operating cash flow was $13.9 million versus $0.4 million a year earlier.
Exascale Labs reported fiscal 2026 revenue of $14.8 million, up 111% from $7.0 million, but its net loss widened to $12.2 million from $7.7 million. The loss increase reflects higher operating expenses and a $7.4 million non-cash fair value change on simple agreements for future equity (SAFEs), which converted into Class A common stock when the Nasdaq business combination closed on August 27, 2026, eliminating a $29.1 million liability.
Revenue was $14.8 million versus $7.0 million; revenue from the intelligent computing power service rose 124.0%.
Net loss was $12.2 million versus $7.7 million, including a $7.4 million change in fair value of SAFEs.
Operating expenses rose to $7.2 million from $4.2 million; gross margin was 16.3% versus 15.8%.
Business combination closed August 27, 2026, with approximately $11.8 million in net cash proceeds; shares began trading on Nasdaq as XLAB on August 28, 2026.
AAR CORP. reported first-quarter fiscal 2027 results for the period ended August 31, 2026, with sales up 24% to $918.0 million and GAAP diluted EPS of $1.00, compared with $0.95 a year earlier. The company also announced a definitive agreement to acquire a 65% controlling interest in MRO Holdings, and the guidance it gave excludes that acquisition's effect, so shareholders face both the quarterly gains and a large pending deal.
Q1 sales of $918.0 million, up 24% from $739.6 million; GAAP net income of $40.1 million versus $34.4 million
Adjusted diluted EPS of $1.49, up from $1.08; adjusted EBITDA of $116.5 million, up 34%
Full-year fiscal 2027 sales growth guidance (ex. LCP) changed to low teens from low double-digits to low teens; second-quarter sales growth guidance set at 14% to 16%
Net debt of $780.5 million and net leverage of 1.81x at August 31, 2026; acquisition expenses rose to $19.6 million from $4.4 million
IDT reported fiscal fourth-quarter 2026 revenue of $339.0 million, up 7%, and income from operations of $33.2 million, up 52%. For the full fiscal year, revenue rose 5% to $1,298.0 million and GAAP diluted EPS increased to $3.46 from $3.01. The company guided fiscal 2027 Adjusted EBITDA to $176 million to $180 million, while full-year operating cash flow fell to $91.1 million from $127.1 million.
Q4 2026 revenue rose 7% to $339.0 million; income from operations rose 52% to $33.2 million
FY 2026 revenue rose 5% to $1,298.0 million; income from operations rose 21% to $121.2 million
FY 2026 GAAP diluted EPS was $3.46, up from $3.01 in FY 2025
FY 2027 outlook: Adjusted EBITDA of $176 million to $180 million; FY 2026 net cash from operations fell to $91.1 million from $127.1 million
Precision Optics reported fiscal 2026 revenue of $31.5 million, up about 65%, and a narrower net loss of $3.6 million, or $0.43 per share, compared with $5.8 million, or $0.85 per share, a year earlier. The company guided fiscal 2027 revenue to $30 million to $33 million, similar to fiscal 2026, citing a pause in orders from an existing satellite customer that it expects to partly offset with other programs and a stronger second half. For shareholders, the results show strong growth and smaller losses, but the outlook projects no revenue growth for the coming year.
Fourth quarter ended June 30, 2026: revenue of $8.8 million, up about 42% from $6.2 million a year earlier, with a net loss of $0.1 million versus $1.4 million.
Fiscal 2026 revenue of $31.5 million, up about 65% from $19.1 million; net loss of $3.6 million, or $0.43 per share, versus $5.8 million, or $0.85 per share.
Fiscal 2027 revenue guidance of $30 million to $33 million, similar to fiscal 2026, reflecting a pause in orders from an existing satellite customer.
Fiscal 2027 Adjusted EBITDA guidance of $(1.2) million to $(1.7) million loss, compared with a $(2.1) million loss in fiscal 2026.
Jefferies reported results for the quarter ended August 31, 2026, with net earnings attributable to common shareholders of $261 million, up from $224 million a year earlier, and total net revenues of $2.22 billion, up from $2.05 billion. Investment Banking and Equities reached record quarterly revenue, while Fixed Income and Asset Management declined. The board also raised the share buyback authorization to $250 million and declared a $0.40 quarterly dividend.
Total net revenues of $2.22 billion versus $2.05 billion in the prior year quarter.
Diluted earnings per voting common share of $1.08 versus $1.01; return on adjusted tangible shareholders' equity of 13.5% versus 13.6%.
Asset management fees and investment return of $34 million versus $84 million in the prior year quarter.
Quarterly dividend of $0.40 payable November 25, 2026; buyback authorization increased to $250 million.
Vail Resorts reported fiscal 2026 results for the year ended July 31, 2026, with net income attributable to the company falling to $147.5 million from $280.0 million, which it attributed mainly to weather. The company also gave fiscal 2027 guidance of $158 million to $233 million in net income and $805 million to $865 million in Resort Reported EBITDA, and said season pass unit sales were down about 12% through September 18, 2026.
Fiscal 2026 net income attributable to Vail Resorts was $147.5 million, versus $280.0 million a year earlier; Resort Reported EBITDA was $745.7 million, versus $844.1 million.
Fourth-quarter net loss attributable to Vail Resorts was $190.2 million, compared with a $182.4 million loss in the prior-year quarter.
Fiscal 2027 guidance: net income attributable to Vail Resorts of $158 million to $233 million and Resort Reported EBITDA of $805 million to $865 million.
Pass product units sold through September 18, 2026 fell about 12%, and sales dollars fell about 6%; the quarterly dividend is $2.22 per share, payable October 27, 2026.
Worthington Enterprises reported unaudited results for the first quarter of fiscal 2027, ended August 31, 2026: sales rose 13% to $344 million, and adjusted EPS was $0.82 versus $0.78 a year earlier, while gross margin fell to 26.4% from 27.1%. The company also granted CEO Joseph Hayek 150,000 performance shares and reported that three directors retired at its September 22, 2026 annual meeting.
Sales rose 13% to $344 million; adjusted EBITDA was $74 million versus $67 million a year earlier.
GAAP EPS was $0.87 versus $0.70; the quarter included a net $0.05 per share nonrecurring benefit and about $4 million from IEEPA tariff refunds.
Free cash flow was $54 million versus $28 million a year earlier; Building Performance Solutions adjusted EBITDA was flat at $60 million.
The Compensation Committee approved 150,000 performance shares for CEO Joseph Hayek on September 21, 2026; directors Michael J. Endres, Ozey K. Horton, Jr. and Virgil L. Winland retired at the annual meeting.
Astrotech reported fiscal year 2026 results for the year ended June 30, 2026. Revenue fell to $913,000 from $1,049,000, and the net loss widened to $14.4 million, or $8.49 per share, from $13.9 million, or $8.32 per share, a year earlier. Cash and short-term investments totaled $11.3 million at year end, and the company launched a lunar resource initiative through a new subsidiary.
Revenue was $913,000 for fiscal 2026, down from $1,049,000 in fiscal 2025.
Net loss was $14.4 million ($8.49 per share), up from $13.9 million ($8.32 per share).
Total operating expenses were $14.4 million, down from $15.2 million.
Cash and short-term investments were $11.3 million as of June 30, 2026.
Tamboran Resources reported results for the quarter ended June 30, 2026, and said it began delivering gas to the Northern Territory gas market in September 2026. The excerpted materials do not report revenue or net income, so shareholders can see the cash position, debt, and construction cost figures but not the quarter's profit or loss.
First gas delivered to the Northern Territory gas market in early September 2026, with 40 TJ/d contracted to the Northern Territory Government
Cash balance of $225 million at June 30, 2026; pro forma cash of about $240 million including a $15 million receivable from Daly Waters Energy
$30 million of drawn debt at June 30, 2026, with $31 million undrawn; Sturt Plateau Compression Facility built about $9 million below forecast budget
Costco reported fourth-quarter fiscal 2026 net sales of $93.9 billion, up 11.2%, and net income of $3.00 billion, or $6.75 per diluted share, compared with $5.87 a year earlier. The quarter included a non-recurring benefit of $0.15 per diluted share from IEEPA tariff refunds, partly reinvested in member values, so shareholders see both stronger headline results and a one-time boost.
Q4 net sales rose 11.2% to $93.9 billion; Q4 total company comparable sales were up 9.4%, or 6.7% excluding gasoline prices and foreign exchange.
Q4 diluted EPS was $6.75 versus $5.87; the quarter included a $0.15 per diluted share non-recurring tariff refund benefit.
Fiscal 2026 net income was $9.226 billion, or $20.76 per diluted share, versus $8.099 billion, or $18.21, in fiscal 2025.
Fiscal 2026 net sales rose 10.1% to $297.2 billion; the company operates 939 warehouses.
ICF International announced it will release its third quarter 2026 earnings after the market closes on Thursday, November 5, 2026, with a webcast call at 4:30 p.m. Eastern time. The filing contains no financial results, so it does not change the company's reported performance or outlook.
Third quarter 2026 earnings release: Thursday, November 5, 2026, after the market close
Webcast call: 4:30 p.m. Eastern time on November 5, 2026
Filing attaches press release dated September 24, 2026 (Exhibit 99.1) announcing the timing only
AtlasClear reported fiscal 2026 results for the year ended June 30, 2026, with total revenue up 85% to $20.1 million. Net income was $2.0 million, or $0.02 per share, down from $5.8 million, or $0.96 per share, in fiscal 2025, and the loss from operations widened to $9.8 million, with the net result supported by non-cash fair-value gains.
Total revenue rose to $20.1 million from $10.9 million, with stock locate revenue at $6.8 million versus $0.3 million
Loss from operations was $9.8 million, compared with $4.9 million in fiscal 2025
Net income was $2.0 million, including an $11.1 million non-cash gain on the earnout liability; fiscal 2025 net income was $5.8 million
Cash and cash equivalents totaled $15.4 million at June 30, 2026, versus $7.5 million a year earlier
Scholastic reported fiscal 2027 first-quarter revenue of $216.8 million, down 4% from $225.6 million a year earlier, with an operating loss of $92.2 million, unchanged from the prior year. The diluted loss per share widened to $3.77 from $2.83, and the company affirmed its full-year fiscal 2027 guidance. For shareholders, the quarter's headline measures declined, while the outlook was left unchanged.
Revenue fell 4% to $216.8 million, mainly due to lower Education and Children's Book Publishing and Distribution revenues and the elimination of rental income after the December 2025 sale-leaseback transactions.
Diluted loss per share was $3.77, compared with a loss of $2.83 in the prior year period; adjusted diluted loss per share was $3.63, compared with $2.52.
Net cash used in operating activities was $94.6 million, compared with $81.8 million a year earlier.
Fiscal 2027 guidance was affirmed: revenue growth of about 2% to 4%, Adjusted EBITDA of about $135 million to $145 million, and Free Cash Flow of about $35 million to $40 million.
Trio-Tech International reported fiscal 2026 revenue of $62.6 million, up 72% from $36.5 million, with a fiscal 2026 net loss attributable to common shareholders of $34,000 versus $41,000 in fiscal 2025. Fourth-quarter revenue rose about 40% to $14.9 million, but the company posted a net loss of $199,000 after net income of $183,000 a year earlier, and gross margin fell to 19% from 25%.
Fiscal 2026 revenue was $62.6 million, with Semiconductor Back-end Solutions revenue up 99% to $49.0 million.
Fourth-quarter operating loss was $266,000, compared with operating income of $467,000 a year earlier.
Total backlog was $24.2 million at June 30, 2026, compared with $11.0 million a year earlier.
Fiscal 2027 first-quarter bookings to date in Industrial Electronics total about $4.6 million, according to the company.
RAVE Restaurant Group reported fourth-quarter and fiscal 2026 results for the year ended June 28, 2026. Fourth-quarter revenue rose to $3.4 million while net income fell 6.2% to $0.8 million, but full-year net income rose to $2.9 million from $2.7 million. The filing also discloses that CEO Brandon Solano sent a complaint on August 31, 2026, alleging workplace harassment and discrimination by the Board, and that the company engaged Hagan Law Group on September 1, 2026 to investigate.
Q4 fiscal 2026 total revenue increased $0.3 million to $3.4 million, up 8.8% year over year; net income was $0.8 million, down 6.2%
Fiscal 2026 net income was $2.9 million ($0.20 per diluted share) versus $2.7 million ($0.19) in fiscal 2025; revenue was $12.9 million
Pie Five domestic comparable store sales fell 17.3% in Q4 and 9.9% for the year; Pizza Inn comparable sales rose 2.4% for the year
On August 31, 2026, CEO Brandon Solano sent a complaint to the Audit Committee Chairman; Hagan Law Group was engaged September 1, 2026 to investigate
MarketWise furnished a September 24, 2026 press release and an updated investor presentation under Item 7.01, both posted to its website. The presentation shows second-quarter 2026 GAAP net revenue of $75.8 million, down 5% from a year earlier, and a net loss of $2.6 million, compared with net income of $15.3 million in 2Q 2025, while billings rose 57% to $91.2 million. For shareholders, revenue and profit declined even as billings grew, and the company said it intends to scale back marketing investment in the second half of 2026.
2Q 2026 GAAP net revenue was $75.8 million, versus $79.95 million in 2Q 2025 (down 5%)
2Q 2026 net loss was $2.6 million, versus net income of $15.3 million in 2Q 2025
2Q 2026 billings were $91.2 million, up 57% year over year; operating cash flow (CFFO) was $22.4 million
As of June 30, 2026, cash and equivalents were $32.9 million and total debt was $0; 2Q 2026 figures are unaudited
H.B. Fuller reported third-quarter 2026 results for the quarter ended August 29, 2026, with net revenue of $938 million, up 5.2% year-on-year, and diluted EPS of $1.44 against $1.22 a year earlier. The company also updated its fiscal 2026 guidance, now expecting adjusted EBITDA of $655 million to $670 million and adjusted diluted EPS of $4.70 to $4.85, citing year-to-date performance.
Net revenue was $938 million, up 5.2%; organic revenue rose 4.4%, with pricing adding 7.4% and volume lower.
Adjusted EBITDA was $187 million, up 9%, and adjusted EBITDA margin was a record 19.9%, up 80 basis points.
Net income was $79 million versus $67 million a year earlier; net working capital rose to 18.5% of annualized net revenue.
Updated fiscal 2026 guidance: adjusted EBITDA of $655 million to $670 million and adjusted diluted EPS of $4.70 to $4.85; the filing does not state the prior ranges.
Darden reported first-quarter fiscal 2027 sales of $3.2 billion, up 5.1%, with blended same-restaurant sales up 3.1% on a fiscal calendar basis. Diluted EPS from continuing operations was $2.05, up 4.1% from prior-year adjusted EPS of $1.97, though below the $2.19 reported a year earlier, which included a one-time gain on the Olive Garden Canada sale. The company reaffirmed its fiscal 2027 EPS outlook of $11.10 to $11.35 and declared a $1.62 quarterly dividend.
Total sales rose 5.1% to $3.2 billion; LongHorn Steakhouse same-restaurant sales rose 6.2% on a fiscal calendar basis.
Diluted EPS from continuing operations was $2.05, up 4.1% from prior-year adjusted EPS of $1.97; reported prior-year EPS was $2.19.
Darden repurchased $222.3 million of stock and has $1.3 billion remaining under its $1.5 billion authorization.
Quarterly dividend of $1.62 per share is payable November 2, 2026, to holders of record on October 9, 2026.
TD SYNNEX reported fiscal third-quarter 2026 results for the period ended August 31, 2026, with revenue of $21.6 billion, up 37.7% from a year earlier, and GAAP diluted EPS of $5.18 versus $2.74. The company also declared a quarterly dividend of $0.48 per share payable October 30, 2026, and gave fourth-quarter revenue guidance of $21.8 billion to $22.6 billion with non-GAAP diluted EPS of $5.65 to $6.15.
Q3 revenue was $21.6 billion, up 37.7% year over year, and above the high end of the company's outlook
GAAP net income was $416 million versus $227 million a year earlier; GAAP operating margin was 2.98% versus 2.45%
Q4 fiscal 2026 guidance: revenue of $21.8 billion to $22.6 billion and non-GAAP diluted EPS of $5.65 to $6.15
Quarterly dividend of $0.48 per share, up 9% year over year, payable October 30, 2026 to holders of record on October 16, 2026
Wabash National furnished an investor presentation for the Davidson Conference that reviews its second quarter 2026 results and third quarter outlook. Q2 2026 net sales were $417 million, down from $459 million a year earlier, and GAAP diluted loss per share was $(0.56) versus $(0.23) in Q2 2025, so the headline results declined year over year. The company guided to Q3 revenue of $440 million to $460 million and EPS of $(0.40) to $(0.50), and reported backlog of $956 million.
Q2 2026 net sales were $417.2 million versus $458.8 million in Q2 2025; GAAP diluted EPS was $(0.56) versus $(0.23)
Q2 2026 adjusted diluted EPS was $(0.53), excluding facility idling costs and related tax effects
Q3 2026 outlook: revenue of $440 million to $460 million and EPS of $(0.40) to $(0.50)
Backlog rose 14% to $956 million at the end of Q2 2026; $150 million of convertible senior notes were executed in July
NeoVolta reported fiscal 2026 results for the year ended June 30, 2026, with revenue up 58% to $13.3 million but a GAAP net loss of $21.5 million, or $(0.55) per share, versus $5.0 million in fiscal 2025. Fourth-quarter revenue fell sharply to approximately $13.5 thousand, and the company attributed the decline to federal tax law changes affecting residential and installer-channel sales, which matters to shareholders because losses widened as sales in that channel dropped.
Fiscal 2026 revenue was $13.3 million, up from $8.4 million in fiscal 2025.
Fourth-quarter GAAP net loss was $11.7 million, compared with $1.6 million a year earlier, including a $3.9 million provision for credit losses and bad debt expenses.
Cash and cash equivalents were $22.2 million at June 30, 2026, plus $3.2 million of restricted cash, following a May 2026 public offering.
The company reported adjusted EBITDA of $(12.8) million for fiscal 2026, its first period disclosing this non-GAAP measure, and a senior secured term loan provides $20 million in initial funding.
AtlasClear Holdings preliminarily reported fiscal 2026 revenue (year ended June 30, 2026) of about $20.1 million, up about 85% from $10.9 million, and about $21.9 million including interest income. It also expects net income of about $2.0 million, its second straight year of positive net income, though these preliminary, unaudited results may change once the audit is complete.
Total revenues of about $20.1 million, up about 85% from $10.9 million; with $1.8 million of interest income, about $21.9 million, versus $12.9 million in fiscal 2025.
Stock locate fees rose to about $6.8 million from $0.3 million; commission revenue grew about 56% to about $9.3 million.
Expected net income of about $2.0 million, including non-cash fair value gains; cash about $15.4 million and stockholders' equity about $21.1 million at June 30, 2026, versus a $6.8 million deficit a year earlier.
Results are unaudited and may differ materially; the company expects to file its 10-K and report full results by September 28, 2026.
Paychex reported first-quarter fiscal 2027 results for the three months ended August 31, 2026, with total revenue up 6% to $1.6 billion and diluted earnings per share up 14% to $1.21. The company raised its fiscal 2027 outlook for PEO and Insurance Solutions revenue growth to 7% to 8% and left most other guidance unchanged, including adjusted diluted EPS growth of 7% to 9%.
Total revenue rose 6% to $1.6 billion; operating income rose 14% to $619.2 million.
Adjusted diluted EPS rose 10% to $1.34; GAAP diluted EPS rose 14% to $1.21.
PEO and Insurance Solutions revenue growth outlook raised to 7% to 8% from 6% to 7%; interest on funds held for clients outlook raised to $200 million to $210 million.
Paid dividends of $1.19 per share totaling $424.1 million in the quarter; cash flow from operations was $413.5 million, down from $718.4 million a year earlier.
Cintas reported first-quarter fiscal 2027 revenue of $3.01 billion, up 10.9%, and diluted EPS of $1.36, up 13.3% from a year earlier. The company raised its full-year revenue and adjusted EPS guidance, though the results include $14.4 million of transaction expenses tied to the proposed UniFirst acquisition, which is still under review by the U.S. Federal Trade Commission.
First-quarter revenue of $3.01 billion, up 10.9%; organic revenue growth of 8.9%
Diluted EPS of $1.36 vs. $1.20 a year earlier; adjusted diluted EPS of $1.39, up 15.8%
Fiscal 2027 revenue guidance raised to $12.15 billion to $12.27 billion; adjusted diluted EPS guidance raised to $5.45 to $5.54
UniFirst transaction expenses of $14.4 million; closing expected before the end of calendar 2026
Cracker Barrel reported fourth-quarter fiscal 2026 revenue of $849.3 million, down 2.2% from a year earlier, while GAAP net income rose to $12.2 million from $6.8 million. For the full year, GAAP net income fell to $31.7 million from $46.4 million, and the company gave fiscal 2027 revenue and adjusted EBITDA outlooks of $3.325 billion to $3.4 billion and $180 million to $200 million.
Q4 GAAP diluted EPS was $0.54 versus $0.30; adjusted diluted EPS was $0.99 versus $0.74
Q4 adjusted EBITDA was $62.1 million versus $55.7 million, including about $9.1 million from tariff refunds, net of investments
Full-year total debt fell to $337.2 million from $484.6 million; a $150 million convertible note matured in June 2026
Quarterly dividend of $0.25 per share is payable November 12, 2026, to holders of record as of October 16, 2026
General Mills reported first-quarter fiscal 2027 net sales of $4.4 billion, down 3 percent, with organic net sales flat. Diluted EPS of $0.74 fell 67 percent from a year earlier, when results included a $1 billion gain on the U.S. yogurt divestiture; adjusted diluted EPS of $0.75 was down 13 percent in constant currency. The company reaffirmed its full-year fiscal 2027 outlook, including adjusted diluted EPS of $3.00 to $3.20.
Net sales were $4.4 billion, down 3 percent, driven by the U.S. yogurt divestiture; organic net sales were flat.
Operating profit was $634 million, down 63 percent, mainly due to the $1 billion yogurt divestiture gain recorded a year ago.
Diluted EPS was $0.74 versus $2.22 a year ago; adjusted diluted EPS was $0.75, down 13 percent in constant currency.
Fiscal 2027 guidance reaffirmed: adjusted diluted EPS of $3.00 to $3.20 and organic net sales down 1.5 percent to up 0.5 percent.
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
Optimum Communications said its previously issued financial statements for fiscal 2025 and the first half of 2026 should no longer be relied upon, because it failed to recognize non-cash deferred tax benefits tied to two earlier impairment charges on its cable franchise rights. The restatements are expected to reduce previously reported net losses, but the company also expects to report a material weakness in internal control over financial reporting related to income taxes.
The restatement covers the 10-K for fiscal 2025, the 10-Qs for the periods ended September 30, 2025, March 31, 2026 and June 30, 2026, and the financial statements of subsidiary CSC Holdings, LLC.
Reported net losses would decline by approximately $430 million for the three and nine months ended September 30, 2025 and the year ended December 31, 2025, and by approximately $720 million for the quarter ended March 31, 2026 and the six
Cash balances, revenues, capital expenditures, cash flows, EBITDA and loss before income taxes are not affected, according to the filing.
The Audit Committee concluded on September 16, 2026 that the affected statements should not be relied upon; the figures remain preliminary and may change.
Bloomia Holdings reported fiscal 2026 results for the year ended June 30, 2026, with revenue of $48.1 million, down slightly from $48.4 million, and a net loss attributable to the company of $11.2 million, or $4.43 per diluted share, versus a $2.6 million loss, or $1.45 per share, a year earlier. The loss reflects a $13.2 million non-cash impairment charge and excess production waste that the company attributes to an industry-wide mite issue, which pushed adjusted EBITDA to a loss of $0.5 million. Total debt fell to $21.7 million, which shareholders may weigh against the weaker operating results.
Fiscal 2026 revenue was $48.1 million, compared with $48.4 million in fiscal 2025.
Net loss attributable to Bloomia Holdings was $11.2 million, or $4.43 per diluted share, compared with a $2.6 million loss, or $1.45 per share.
Adjusted EBITDA was a loss of $0.5 million, compared with $2.0 million in fiscal 2025; the company cites over $2.5 million of excess waste.
Total debt decreased to $21.7 million at June 30, 2026, from $34.1 million at June 30, 2025.
Ennis reported revenue of $102.0 million for the quarter ended August 31, 2026, up 3.3% from the prior-year quarter, but diluted earnings per share fell to $0.37 from $0.51. The company tied the decline mainly to a $5.3 million favorable litigation judgment in the prior-year quarter and a $700,000 charge this quarter, and its Board raised the quarterly dividend 5.0% to $0.2625 per share.
Revenue was $102.0 million, up $3.3 million or 3.3% from $98.7 million; gross profit margin was 29.9% versus 30.5%.
Net earnings were $9.4 million, or $0.37 per diluted share, versus $13.2 million, or $0.51, a year earlier.
The quarterly dividend rises from $0.25 to $0.2625 per share, payable November 6, 2026 to holders of record on October 9, 2026.
Cash rose to $54.0 million at August 31, 2026 from $34.6 million at February 28, 2026, and the company reports no debt.
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