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.
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
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
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.
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.
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.
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.
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
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
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.
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.
Uranium Royalty Corp. reported results for the quarter ended July 31, 2026, with net income of $16.3 million, up from $1.0 million a year earlier, and diluted earnings per share of $0.10 versus $0.01. The company sold 593,255 pounds of U3O8 for $51.0 million revenue, and it used part of those proceeds to help finance its Sweetwater acquisition, completed in July 2026. Earnings rose sharply, but the filing gives no prior-year revenue or cost comparison and no guidance.
Revenue of $51.0 million from sales of 593,255 pounds of U3O8 at an average realized price of about $86.00 per pound
Net income of $16.3 million versus $1.0 million for the same period in 2025
Diluted EPS of $0.10 versus $0.01 a year earlier
Sweetwater acquisition completed in July 2026, partly funded by uranium sales
Vera Bradley reported second-quarter fiscal 2027 net revenues of $71.6 million, up 1.1% from a year earlier, and GAAP net income from continuing operations of $4.5 million, or $0.15 per diluted share, compared with a loss of $4.7 million a year earlier. The company reiterated its fiscal 2027 sales guidance of $255 million to $270 million and its expectation of at least a 50% improvement in its non-GAAP operating loss.
Net revenues rose 1.1% to $71.6 million from $70.9 million in the prior-year second quarter.
GAAP net income from continuing operations was $4.5 million, or $0.15 per diluted share, versus a loss of $4.7 million, or $0.17 per share, a year earlier.
Gross margin benefited from $7.7 million of tariff refunds; Indirect segment revenue fell 39.4% to $6.3 million.
Fiscal 2027 sales guidance of $255 million to $270 million and at least 50% operating loss improvement were reiterated.
Forgent Power Solutions reported fiscal fourth-quarter 2026 revenue of $462 million, up 94%, and net income of $66 million, compared with a net loss of $4.8 million a year earlier. The company also initiated fiscal 2027 guidance of $2.4 billion to $2.6 billion in revenue, which it said is significantly higher than its IPO forecast.
Q4 fiscal 2026 revenue of $462 million, up 94% year over year; net income of $66 million versus a $4.8 million loss a year earlier
Backlog of $3.0 billion as of June 30, 2026, an all-time high, up 256% year over year
Fiscal 2027 guidance: revenue $2.4 billion to $2.6 billion; adjusted EBITDA $575 million to $625 million; adjusted EPS $1.26 to $1.40
$35 million investment to expand Powertrain Solutions capacity in Tijuana, Mexico, expected to come online in Q4 fiscal 2027
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
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.
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
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
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
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
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.
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.
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.
Culp reported first-quarter fiscal 2027 results for the period ended August 2, 2026, with net sales of $54.0 million, up 6.5% from a year earlier, and net income of $6.0 million, or $0.47 per diluted share, versus a net loss of $231 thousand a year earlier. Reported profit includes $6.9 million in tariff refunds, and excluding them the company shows an adjusted operating loss of $271 thousand, narrower than the $1.9 million adjusted loss a year ago. The company also cut net debt to $3.1 million from $10.9 million at fiscal year-end and expects break-even operating income in the second quarter.
Net sales $54.0 million, up 6.5%; bedding sales up 13.2% to $31.8 million, upholstery down 1.9% to $22.2 million
Net income $6.0 million, or $0.47 per diluted share, including $6.9 million in tariff refunds tied to the Supreme Court's February 2026 IEEPA ruling
Adjusted operating loss of $271 thousand, compared with an adjusted operating loss of $1.9 million a year earlier
Net debt fell to $3.1 million from $10.9 million at fiscal year-end; company expects break-even operating income in the second quarter
CooperCompanies said its strategic review is complete and the Board unanimously decided to retain CooperSurgical, while also expanding its share repurchase authorization from $2 billion to $3 billion. The same day it reported fiscal third-quarter results with revenue up 1% and non-GAAP diluted EPS up 4%, though GAAP EPS was lifted by a $307.2 million tax benefit.
Q3 revenue $1.066 billion, up 1%; non-GAAP diluted EPS $1.15, up 4% from $1.10
GAAP diluted EPS $2.24 versus $0.49, driven by a $307.2 million discrete tax benefit from a U.K. tax examination
Buyback authorization raised from $2 billion to $3 billion; about $1.5 billion remains available after $339.1 million repurchased in the quarter
Fiscal Q4 2026 non-GAAP diluted EPS guidance of $1.05 to $1.09; fiscal 2026 guidance of $4.51 to $4.55
American Eagle Outfitters reported second-quarter fiscal 2026 results for the period ended August 1, 2026, with net revenue up 8% to $1.38 billion and diluted earnings per share of $0.79 versus $0.45 a year earlier. The quarter included a net $161 million operating benefit from tariff refunds, and the company set fiscal 2026 operating income guidance of $540 million to $550 million that includes that benefit. Aerie comparable sales rose 19% while American Eagle comparable sales fell 1%.
Net revenue of $1.38 billion rose 8%; comparable sales rose 6%, with Aerie up 19% and American Eagle down 1%.
Operating profit was $211 million versus $103 million last year, including a net $161 million tariff refund benefit.
Diluted EPS was $0.79 versus $0.45 last year.
Fiscal 2026 operating income guidance is $540 million to $550 million, inclusive of the net tariff refund benefit; third-quarter operating income is guided to $110 million to $115 million.
Navan reported second-quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue up 35% year-over-year to $233 million. It raised its fiscal 2027 total revenue outlook to $927 million to $933 million, while its GAAP loss from operations widened to $26 million from $12 million a year earlier. Shareholders get higher revenue and guidance, though the GAAP operating loss grew and the GAAP net loss narrowed to $29 million from $39 million.
Q2 GAAP net loss was $29 million, compared with $39 million in the year-earlier quarter; non-GAAP net income was $14 million, compared with a non-GAAP net loss of $8 million.
Fiscal 2027 total revenue outlook raised to $927 million to $933 million; non-GAAP income from operations expected at $82 million to $86 million.
Third-quarter fiscal 2027 total revenue expected at $253 million to $255 million.
Navan acquired Smartrips, a Brazilian travel management company, and BoomPop, an AI-native meetings and events platform.
Gloo Holdings reported second-quarter results for the three months ended July 31, 2026, with revenue of $46.6 million, up from $16.2 million a year earlier, and a net loss of $21.2 million, narrowed from $44.1 million. The company raised its fiscal 2026 revenue guidance to $200 million and reiterated that it expects Adjusted EBITDA profitability in the fourth quarter of 2026, which points to improving results for shareholders while losses remain.
Q2 2026 revenue was $46.6 million, up 188% from $16.2 million, and above guidance of $44.0 million.
Net loss narrowed to $21.2 million from $44.1 million; Adjusted EBITDA was negative $8.3 million, versus guidance of negative $8.5 million.
Fiscal 2026 revenue guidance raised to $200 million; third-quarter revenue expected at $55 million and Adjusted EBITDA at negative $3.5 million.
Cash and cash equivalents were $39.3 million at July 31, 2026, down from $57.3 million at January 31, 2026.
AeroVironment reported first-quarter fiscal 2027 revenue of $480.5 million, up 6% from a year earlier, and a net loss of $5.1 million, or $0.10 per diluted share, versus a $67.4 million loss a year earlier. The company said it continues to expect full-year fiscal 2027 revenue of $2.125 billion to $2.225 billion and non-GAAP adjusted EBITDA of $305 million to $325 million.
Revenue $480.5 million vs. $454.7 million a year earlier; net loss $5.1 million vs. $67.4 million
Non-GAAP adjusted EBITDA $53.4 million vs. $56.6 million; non-GAAP EPS $0.59 vs. $0.32
Funded backlog $1.5 billion as of August 1, 2026, up 37% year over year; bookings $0.7 billion, book-to-bill 1.4
Full-year fiscal 2027 guidance unchanged: revenue $2.125 billion to $2.225 billion, EPS $0.21 to $0.53
Caleres reported second quarter 2026 net sales of $695.5 million, up 5.6%, and GAAP diluted earnings of $1.71 per share versus $0.20 a year earlier, which included $55.6 million in tariff refunds. Excluding tariff refunds, adjusted diluted EPS was $0.47 versus $0.35. The company raised the low end of its full-year 2026 adjusted EPS guidance to $1.50 to $1.65 from $1.40 to $1.65, though Famous Footwear sales declined 6.3%.
Net sales were $695.5 million, up 5.6%; Brand Portfolio sales rose 23.6% while Famous Footwear sales fell 6.3%.
GAAP diluted EPS was $1.71 versus $0.20; adjusted diluted EPS, excluding tariff refunds, was $0.47 versus $0.35.
Full-year 2026 adjusted EPS guidance is $1.50 to $1.65, up from $1.40 to $1.65; GAAP EPS guidance is $2.80 to $2.95.
Third quarter 2026 GAAP EPS is expected at $0.62 to $0.70; Famous Footwear comparable store sales were flat quarter to date through Labor Day.
Perma-Pipe reported second-quarter fiscal 2026 results for the period ended July 31, 2026, with net sales up 24.4% to $59.6 million and net income attributable to common stock of $2.5 million, or $0.31 per diluted share, versus $0.9 million, or $0.10, a year earlier. The quarter included a $3.9 million charge for an uncollectible customer receivable, and the company said net income would have been higher without it, while six-month net income attributable to common stock fell to $4.3 million from $5.8 million.
Net sales rose to $59.6 million from $47.9 million; gross margin fell to 29.2% from 30.1%.
Net income attributable to common stock was $2.5 million, or $0.31 per diluted share, including a $3.9 million receivable charge and a $1.6 million discrete tax benefit.
Backlog was $142.3 million at July 31, 2026, up from $136.5 million at April 30, 2026.
On August 25, 2026, the company entered into a new global credit agreement with JPMorgan that replaced its prior $18.0 million revolving facility.
Core & Main reported fiscal second-quarter net sales of $2,145 million, up 2.5%, and net income of $150 million, up 6.4%, for the quarter ended August 2, 2026. The company reaffirmed its full-year fiscal 2026 outlook and said it repurchased $169 million of shares in the quarter, with a further $11 million after quarter end.
Diluted EPS rose 10.0% to $0.77; Adjusted Diluted EPS rose 8.0% to $0.94
Adjusted EBITDA rose 3.0% to $274 million; gross profit margin was 26.7% versus 26.8% a year earlier
Full-year fiscal 2026 outlook reaffirmed: net sales of $7,800 to $7,900 million and Adjusted EBITDA of $950 to $980 million
Year-to-date open market share repurchases reached nearly $270 million and 5.7 million shares
Sunbelt Rentals reported results for the fiscal first quarter ended July 31, 2026, with total revenue up 11.2% to $3,115 million and net income up 17.4% to $438 million. The company raised its full-year fiscal 2027 guidance and declared its first quarterly cash dividend of $0.30 per share, paid quarterly rather than semi-annually. Headline earnings and guidance both moved higher for shareholders.
Total revenue rose 11.2% to $3,115 million; rental revenue rose 12.5% to $2,927 million
Net income rose 17.4% to $438 million; diluted EPS rose 23.0% to $1.07 from $0.87
Full-year fiscal 2027 total revenue growth guidance raised to 6% to 9% from 4.5% to 7.5%
Quarterly dividend of $0.30 per share payable October 2, 2026, to holders of record as of September 18, 2026
Chewy reported second-quarter fiscal 2026 results with net sales of $3.33 billion, up 7.3% year over year, and net income of $80.5 million, up from $62.0 million. CEO Sumit Singh said the results give the company confidence to raise its full-year revenue and profitability outlook, which matters to shareholders because it signals stronger expected growth and earnings.
Net sales rose 7.3% to $3.33 billion; excluding SmartPak and Modern Animal contributions, growth was 5.7%.
Diluted EPS was $0.20, up $0.06 from $0.14; adjusted diluted EPS was $0.36, up $0.03.
Adjusted EBITDA rose 23.7% to $226.7 million, with adjusted EBITDA margin of 6.8%, up 90 basis points.
Free cash flow fell 15.5% to $89.5 million from $105.9 million a year earlier.
Signet reported second-quarter fiscal 2027 diluted EPS of $1.33, compared with a loss of $0.22 a year earlier, and sales of $1,528.1 million, down slightly from $1,535.1 million. The company raised its full-year adjusted diluted EPS guidance to $10.45 to $12.15 from $9.20 to $11.00 and renewed its consumer credit card program with Bread through December 31, 2035.
Diluted EPS was $1.33 versus a loss of $0.22 a year earlier, including $0.86 of asset impairment charges net of taxes.
Sales were $1,528.1 million versus $1,535.1 million a year earlier; same store sales rose 2.2%.
Fiscal 2027 adjusted diluted EPS guidance was raised to $10.45 to $12.15 from $9.20 to $11.00.
The credit card program agreement with Bread runs through December 31, 2035, and the company plans a $125 million accelerated share repurchase.
Korn Ferry reported first quarter fiscal 2027 fee revenue of $756.5 million, up 7% year-over-year, with net income attributable to Korn Ferry of $69.0 million, up 4%. The company also gave second-quarter fiscal 2027 outlook for fee revenue of $860 million to $878 million and adjusted diluted earnings per share of $1.30 to $1.40, including two months of the AMS acquisition, which closed on September 1, 2026.
Q1 fiscal 2027 fee revenue was $756.5 million, up 7% year-over-year, the sixth consecutive quarter of top-line growth.
Diluted EPS was $1.32, up 5%; adjusted diluted EPS was $1.43, up 9%, excluding $7.6 million of integration and acquisition costs.
Adjusted EBITDA was $128.2 million, up 7%, with a margin of 17.0%, flat year-over-year.
Q2 fiscal 2027 outlook: fee revenue of $860 million to $878 million and adjusted diluted EPS of $1.30 to $1.40.
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