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).
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.
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.
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.
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.
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
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
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.
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.
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.
Mesa Royalty Trust announced that no distribution will be paid for September 2026 because costs, charges and expenses tied to its royalty properties exceeded the revenue received from hydrocarbon sales, as reported by the working interest owners. The filing also states that distributions are expected to be materially reduced until the Trust builds cash reserves to $2.0 million, and that accumulated excess production costs may result in no distributions in some periods.
No distribution will be paid for September 2026.
Costs and expenses attributable to the royalty properties exceeded revenue from hydrocarbon sales, as reported by working interest owners.
Distributions are expected to be materially reduced until the Trust's cash reserves reach $2.0 million.
Accumulated excess production costs will decrease distributions and may result in no distributions in some periods.
BlossomHill Therapeutics reported a second-quarter 2026 net loss of $23.8 million, or $(8.75) per share, up from $13.2 million, or $(5.51) per share, a year earlier, as research and development and general and administrative expenses rose. The company said its August 2026 initial public offering brought in $168.3 million in gross proceeds, and that it expects its cash and IPO proceeds to fund operations into the second quarter of 2028.
Q2 2026 net loss was $23.8 million, or $(8.75) per share, versus $13.2 million, or $(5.51) per share, in Q2 2025.
R&D expenses rose to $21.4 million from $12.5 million; G&A expenses rose to $3.3 million from $1.6 million.
Cash and cash equivalents were $95.4 million at June 30, 2026; the August 2026 IPO sold 10,516,240 shares for $168.3 million gross.
The FDA granted Fast Track designation to BH-30643 for advanced EGFR C797S-positive NSCLC; an end-of-phase 1 meeting is planned for Q4 2026.
Aeluma, Inc. reported fiscal 2026 results for the year ended June 30, 2026, with full-year revenue of $4.5 million, down from $4.7 million, and a net loss of $9.2 million, up from $3.0 million. The company said the losses reflected investments in new hires and manufacturing readiness, and it had $56.0 million in cash and cash equivalents at year-end, which it says will support its commercialization plans.
Q4 fiscal 2026 revenue was $0.6 million, versus $1.3 million in the same quarter of 2025; Q4 net loss was $4.0 million, or $0.22 per share, versus $0.9 million, or $0.05 per share.
Full-year net loss was $9.2 million, or $0.52 per share, compared with $3.0 million, or $0.23 per share, in fiscal 2025.
Adjusted EBITDA loss for the full year was $5.2 million, compared with a gain of $0.2 million a year earlier.
Cash and cash equivalents were $56.0 million at June 30, 2026; the company disclosed a letter of intent for up to $30 million in CHIPS R&D funding, which remains subject to definitive agreement negotiations.
Lennar reported third-quarter 2026 results for the period ended August 31, with net earnings of $284 million, or $1.19 per diluted share, down from $591 million, or $2.29, a year earlier. Revenue fell to $8.0 billion from $8.8 billion, and the company lowered its full-year 2026 delivery target to 80,000-81,000 homes, which weighs on shareholders' expectations for the year.
Q3 net earnings of $284 million, or $1.19 per diluted share, versus $591 million, or $2.29, in Q3 2025; excluding mark-to-market losses and one-time items, EPS was $1.23
Total revenues of $8.0 billion versus $8.8 billion; deliveries of 20,840 homes, down 3%; new orders of 20,879 homes, down 9%
Full-year 2026 delivery target cut to approximately 80,000-81,000 homes from 82,000-83,000 homes
Q4 2026 guidance: 22,000-23,000 deliveries, gross margin of 15.5%-16.0%, and new orders of 19,500-20,500 homes
Dave & Buster's reported second quarter 2026 results for the period ended August 4, 2026, in a press release furnished as Exhibit 99.1. Revenue fell 2.4% to $544.1 million, the company swung to a net loss of $12.5 million, and Adjusted EBITDA dropped to $98.9 million from $129.8 million a year earlier, which weighs on shareholders.
Total revenue of $544.1 million, down 2.4% from $557.4 million in the second quarter of fiscal 2025; comparable store sales fell 2.9%.
Net loss of $12.5 million, or $0.36 per diluted share, versus net income of $11.4 million, or $0.32 per diluted share, a year earlier.
Adjusted EBITDA of $98.9 million versus $129.8 million; adjusted free cash flow was positive $19.5 million for the six months ended August 4, 2026, compared with negative $36.5 million a year earlier.
Available liquidity of $492.1 million at quarter end; the company opened six new domestic stores in the quarter.
AMREP Corporation reported net income of $276,000, or $0.05 per diluted share, for the fiscal first quarter ended July 31, 2026, down from $4,692,000, or $0.87 per diluted share, a year earlier. Revenues fell to $6.1 million from $17.9 million, and shareholders also approved a 2026 Equity Compensation Plan at the September 10 annual meeting.
Net income: $276,000 ($0.05 per diluted share) vs. $4,692,000 ($0.87) in the same quarter last year
Revenues: $6,051,000 vs. $17,851,000 a year earlier
Shareholders approved the 2026 Equity Compensation Plan, which allows up to 500,000 shares and becomes effective September 20, 2026
Directors Timothy S. McNaney and Albert V. Russo were re-elected to terms ending at the 2029 annual meeting
Zumiez reported fiscal 2026 second-quarter net sales down 2.5% to $209.0 million, with a net loss of $2.7 million, or $0.17 per share, compared with a net loss of $1.0 million, or $0.06 per share, a year earlier. The company said sales through September 7, 2026 were down 4.3% and gave third-quarter guidance of $222 million to $226 million in net sales and EPS of $0.00 to $0.10, which points to weak results for shareholders.
Q2 net sales were $209.0 million, down 2.5%; comparable sales fell 2.1%.
Q2 net loss was $2.7 million, or $0.17 per share, versus $1.0 million, or $0.06 per share, a year earlier.
Third-quarter guidance (three months ending October 31, 2026): net sales of $222 million to $226 million and EPS of $0.00 to $0.10.
Third quarter-to-date net sales fell 4.3% through September 7, 2026; cash and current marketable securities were $97.3 million, down from $106.7 million a year earlier.
Kewaunee Scientific reported first-quarter fiscal 2027 sales of $66.3 million, down 6.7% from a year earlier, and diluted earnings per share of $0.58 versus $1.04. Pre-tax earnings fell 34.7%, partly due to extra compensation expense from settling long-term incentive awards in cash, which the company says will not recur. Backlog rose from April 30, 2026 but remained below its level a year earlier.
Sales were $66.3 million versus $71.1 million; net earnings attributable to the company were $1.7 million versus $3.1 million.
Pre-tax earnings were $2.6 million versus $3.9 million, a decrease of 34.7%.
Backlog rose to $169.0 million on July 31, 2026, from $165.9 million on April 30, 2026, but was $205.0 million on July 31, 2025.
Long-term debt excluding the sale-leaseback obligation fell to $13.8 million from $15.1 million on April 30, 2026.
Lakeland Industries reported fiscal second quarter 2027 results for the period ended July 31, 2026. Net sales fell 4.5% year over year to $50.1 million, and the company posted a net loss of $4.9 million, compared with net income of $0.8 million a year earlier. The loss included a non-cash goodwill impairment of approximately $3.2 million tied to LHD Germany, partly offset by a $1.9 million gain on lease settlement.
Net sales were $50.1 million versus $52.5 million in Q2 FY26, a decrease of 4.5%; gross margin was 37.0% versus 35.9%.
Net loss was $4.9 million, or $0.50 per share, versus net income of $0.8 million, or $0.08 per share, in Q2 FY26.
Adjusted EBITDA was $1.4 million versus $5.0 million a year earlier; adjusted EBITDA excluding FX was $2.7 million versus $5.1 million.
As of July 31, 2026, the company had $24.9 million outstanding under its revolving credit facility and was in compliance with its debt covenants.
MIND Technology reported fiscal second-quarter revenue of about $5.6 million for the quarter ended July 31, 2026, down from $13.6 million a year earlier, and a net loss of about $1.7 million, or $0.19 per share, versus net income of $1.9 million, or $0.24 per share, a year earlier. The company said order flow is being hurt by macro uncertainty, and its marine technology product backlog fell to $4.8 million from $12.8 million at July 31, 2025.
Revenue of about $5.6 million, versus $13.6 million in the second quarter of fiscal 2026 and $9.7 million in the first quarter of fiscal 2027
Operating loss of about $1.8 million, versus operating income of $2.7 million a year earlier; Adjusted EBITDA loss of about $949,000, versus $3.1 million a year earlier
Marine technology product backlog for the Seamap segment was $4.8 million at July 31, 2026, down from $12.8 million at July 31, 2025
Company reported $15.8 million in cash and said it is debt-free; conference call scheduled for September 9, 2026 at 9:00 a.m. Eastern Time
Braveheart Bio, a clinical-stage company with no reported revenue, posted a second-quarter 2026 net loss of $15.0 million, up from $0.4 million a year earlier, as R&D and G&A spending rose. Cash was $122.8 million at June 30, 2026, or about $527.3 million on an as-adjusted basis after its August 2026 IPO, which the company says funds operations into 2029.
Net loss attributable to common stockholders was $18.6 million, or $2.51 per share, versus $0.14 per share in Q2 2025; this includes a $3.6 million non-cash deemed dividend.
R&D expenses were $11.1 million and G&A expenses were $4.8 million for the quarter, compared with $0.0 million and less than $0.1 million a year earlier.
Cash and cash equivalents were $122.8 million at June 30, 2026; the IPO closed in August 2026 with aggregate net proceeds of about $404.5 million.
The company said the first patient in the LIONHEART-HCM Phase 3 trial is expected to be dosed this year, and the NOBLEHEART-HCM Phase 3 trial is expected to start in the first half of 2027.
enGene Therapeutics reported a third-quarter net loss of $32.5 million, or $0.47 per share, for the three months ended July 31, 2026, up from $29.0 million, or $0.57 per share, a year earlier. Total operating expenses rose to $34.0 million from $29.9 million, and the company ended the quarter with $266.3 million in cash, cash equivalents, and marketable securities, which it said will support its planned BLA submission for detalimogene.
Q3 net loss attributable to common shareholders: $32.5 million ($0.47 per share), versus $29.0 million ($0.57 per share) a year earlier
Total operating expenses: $34.0 million, versus $29.9 million; general and administrative expenses rose $6.6 million, partly due to workforce reduction-related costs
Cash, cash equivalents, and marketable securities: $266.3 million as of July 31, 2026
Pre-BLA meeting with the FDA and initiation of the detalimogene BLA submission are both planned for 4Q 2026
Virco reported second-quarter results for the period ended July 31, 2026, with net sales of $87.5 million, down from $92.1 million a year earlier, and net income of $8.6 million, down from $10.2 million. For the six months, net sales fell 6.1% to $118.2 million and net income fell 46.5% to $5.8 million, and management said recent demand trends are unlikely to meaningfully improve full-year results. The board also declared a $0.025 quarterly dividend payable October 9, 2026.
Q2 net sales of $87.5 million vs. $92.1 million; Q2 net income of $8.6 million vs. $10.2 million (down 15.4%)
Six-month net sales of $118.2 million, down 6.1% from $125.8 million; six-month net income of $5.8 million vs. $10.9 million (down 46.5%)
Management said school budget uncertainty caused cautious spending in the first two quarters and that recent trends are unlikely to meaningfully improve full-year results
Board declared a $0.025 per share dividend, payable October 9, 2026 to holders of record on September 18, 2026
lululemon reported second-quarter fiscal 2026 net revenue of $2.4 billion, down 4% from a year earlier, and diluted EPS of $2.92 versus $3.10, with comparable sales down 9%. Results include $0.86 per share from IEEPA tariff refunds and associated interest, and the company revised its full-year outlook to net revenue of $10.350 billion to $10.500 billion and EPS of $9.48 to $9.73, both including that refund. For shareholders, the filing shows lower sales and profit and a third-quarter revenue forecast down 10% to 11%, with Heidi O'Neill set to become CEO next week.
Net revenue fell 4% to $2.4 billion; Americas net revenue fell 8% and Americas comparable sales fell 12%.
Diluted EPS was $2.92 versus $3.10; $0.86 per share came from $134.5 million in tariff refunds plus $4.1 million of interest.
2026 outlook: net revenue of $10.350 billion to $10.500 billion (down 5% to 7%); diluted EPS of $9.48 to $9.73; excludes further tariff refunds and share buybacks.
Q3 2026 outlook: net revenue of $2.290 billion to $2.320 billion (down 10% to 11%) and diluted EPS of $0.93 to $0.98.
Wiley reported first-quarter fiscal 2027 revenue of $386 million, down 3% from $397 million a year earlier, and a GAAP diluted loss of $0.23 per share compared with diluted earnings of $0.22. Adjusted EPS fell 10% to $0.44, and the company reaffirmed its full-year fiscal 2027 outlook. Shareholders face lower quarterly revenue and profit, higher debt after the Emerald acquisition, and a full-year outlook that depends on a second-half recovery the company expects.
Revenue of $386 million vs. $397 million a year earlier, down 3%; AI licensing revenue of $14 million vs. $29 million in the prior year
GAAP diluted EPS of $(0.23) vs. $0.22; adjusted EPS of $0.44 vs. $0.49, down 10%
Full-year fiscal 2027 outlook reaffirmed, including adjusted EPS of $4.60 to $5.05
Net debt rose to $1,185 million from $746 million after the June 1 Emerald acquisition; net debt-to-EBITDA ratio of 2.7x
Campbell's reported fourth-quarter fiscal 2026 net sales down 8% to $2.1 billion and a GAAP loss of $0.23 per share, compared with earnings of $0.48 a year earlier. Adjusted EPS fell 37% to $0.39, and the board cut the quarterly dividend 36% to $0.25 per share to speed debt reduction. For fiscal 2027, the company guided to adjusted EPS of $1.65 to $1.80, versus $2.17 in fiscal 2026.
Q4 net sales fell 8% to $2.1 billion (organic down 1%); GAAP EPS was a loss of $0.23 versus $0.48, and adjusted EPS fell 37% to $0.39.
Quarterly dividend cut to $0.25 per share from $0.39, a 36% reduction, payable November 2, 2026 to holders of record on October 1, 2026.
Fiscal 2027 guidance: net sales down 4% to 2%, adjusted EBIT down 12% to 7%, adjusted EPS $1.65 to $1.80 versus $2.17.
New cost savings program targets $500 million in total savings by fiscal 2030.
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.