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).
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
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
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
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.
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
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.
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.
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.
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
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.
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.
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.
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.
Upexi reported results for the fiscal year ended June 30, 2026, in a press release furnished as Exhibit 99.1. Total revenue rose to about $25.0 million from $15.8 million, but the net loss grew to $246.1 million, or $3.87 per share, from $13.7 million, or $1.73 per share, mainly due to $195.1 million of unrealized losses on digital assets, so shareholders face a much larger reported loss despite higher revenue.
Total revenue was about $25.0 million for fiscal 2026, compared with $15.8 million for fiscal 2025; digital asset revenue totaled $17.4 million.
Net loss was $246.1 million, or $3.87 per share, versus $13.7 million, or $1.73 per share, a year earlier, driven by $195.1 million of unrealized losses on digital assets.
General and administrative expenses rose to $26.4 million from $11.9 million, primarily reflecting the build-out of the treasury strategy.
Subsequent to year-end, the credit facility with BitGo Prime, LLC was amended to reduce the interest rate from 11.5% to 7.5% per year.
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
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
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
Kestra Medical Technologies reported first quarter fiscal 2027 revenue of $31.0 million, up 60% from the prior year period, and raised its FY27 revenue guidance to $141 million from $137 million. The GAAP net loss widened to $44.1 million from $25.8 million, so revenue growth came with larger losses for shareholders.
Revenue was $31.0 million for the quarter ended July 31, 2026, up 60% from the prior year period; gross margin was 56.5% versus 45.7%.
GAAP net loss was $44.1 million, or $0.75 per share, compared with $25.8 million, or $0.50 per share, a year earlier.
FY27 revenue guidance was increased to $141 million, growth of 48% over FY26, from prior guidance of $137 million.
Cash, cash equivalents and investments totaled $244.7 million as of July 31, 2026; total liquidity was about $320 million including committed unused term loan availability.
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
Coffee Holding Co. reported results for the quarter ended July 31, 2026. Net sales fell 9.3% to $21,686,262 as lower green coffee prices led to price cuts and promotions, but net income was $1,993,438, or $0.35 per share, compared with a net loss of $1,205,413, or $0.21 per share, a year earlier. Management attributed much of the profit gain to a favorable inventory position, tariff refunds and a net trading gain, and said it expects more tariff refunds to add to earnings over the next two quarters.
Net sales were $21,686,262, down $2,224,252 or 9.3% from $23,910,514 a year earlier.
Net income was $1,993,438 ($0.35 per share) versus a net loss of $1,205,413 ($0.21 per share) in the prior-year quarter.
Gross profit rose to $5,424,131, or 25.0% of net sales, from 9.4% a year earlier.
Tariff refunds received in the quarter contributed approximately $0.06 per share to earnings.
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.
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.
Vince Holding reported second quarter 2026 net sales of $81.8 million, up 11.7% from a year earlier, and raised its full-year fiscal 2026 outlook for the Vince business. GAAP net income fell to $10.6 million, or $0.80 per diluted share, from $12.1 million, or $0.93, a year earlier, because the prior-year quarter included a $5.6 million employee retention credit benefit. The company also completed its OVO acquisition, which it says is outside the outlook.
Net sales rose 11.7% to $81.8 million; wholesale up 10.4% to $49.4 million and direct-to-consumer up 13.7% to $32.4 million
GAAP diluted EPS was $0.80 vs. $0.93; adjusted diluted EPS was $1.02 vs. $0.38, including tariff refunds and excluding $2.9 million of OVO transaction costs
Fiscal 2026 outlook raised: Vince business net sales now expected to increase approximately 8% to 10%, excluding OVO
OVO acquisition completed, following the August 27, 2026 announcement; the company paid $6 million for a 5% stake in the OVO intellectual property holding entity
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.
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
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.
Limoneira reported fiscal third-quarter 2026 revenue of $43.8 million, down from $47.5 million a year earlier, and a net loss of $0.17 per diluted share versus $0.06. Adjusted EBITDA rose to $3.9 million from $3.0 million, and the company raised its avocado volume guidance while narrowing lemon volume to the lower end of its range. The company also agreed to sell the Windfall Farms property for $15.0 million in cash, with closing expected September 14, 2026.
Q3 total net revenues were $43.8 million, versus $47.5 million, mainly due to the transition of citrus brokerage operations to Sunkist.
Q3 operating loss was $3.0 million, versus $0.6 million; net loss per diluted share was $0.17, versus $0.06.
Adjusted EBITDA was $3.9 million, versus $3.0 million in the prior-year quarter.
Fiscal 2026 avocado volume guidance raised to 7.0 to 7.25 million pounds; lemon volume expected at the lower end of 4.0 to 4.5 million cartons.
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.
Destination XL Group reported second-quarter fiscal 2026 sales of $111.6 million, down 3.4% from a year earlier, with comparable sales down 3.5%. Net income was $2.0 million, or $0.04 per diluted share, helped by a $4.6 million tariff refund, compared with a prior-year net loss of $0.3 million. The company also said its board no longer considers the proposed FullBeauty merger advisable and recommends that stockholders vote against the share issuance proposal.
Total sales $111.6 million vs. $115.5 million a year earlier; comparable sales down 3.5%, with stores down 4.3% and direct down 1.6%.
Net income $2.0 million, or $0.04 per diluted share, including a $4.6 million tariff refund; prior-year quarter was a net loss of $0.3 million.
Board determined the FullBeauty merger is no longer advisable and recommends stockholders vote against the issuance proposal.
Cash and investments were $20.1 million at August 1, 2026, with no outstanding debt.
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.
J.Jill reported second-quarter fiscal 2026 net sales up 0.5% to $154.8 million, with net income of $16.8 million versus $10.5 million a year earlier. The results include a $13.3 million pre-tax benefit from IEEPA tariff refunds, and the company raised its full-year fiscal 2026 outlook, though net sales and net income were down for the 26-week period.
Q2 diluted EPS was $1.11 versus $0.69 a year earlier; Q2 gross margin was 76.8% including the $13.3 million tariff refund benefit (68.3% excluding it).
For the 26 weeks ended August 1, 2026, net sales fell 2.7% to $299.3 million and net income was $21.5 million versus $22.2 million.
Full-year fiscal 2026 outlook raised: adjusted EBITDA of $75 million to $80 million and free cash flow of approximately $40 million.
Quarterly dividend of $0.09 per share declared September 2, 2026, payable October 7, 2026; $11.8 million remains under the $25.0 million repurchase program, which expires December 6, 2026.
Apnimed reported second-quarter 2026 results that swung to net income of $125.9 million, compared with a net loss of $69.5 million a year earlier. The gain was driven by an $85.4 million gain on sale of an equity method investment and a $57.1 million gain on reversal of a deposit liability, while revenue fell to $12.1 million from $17.1 million and the operating loss widened to $11.7 million from $5.9 million. The results also cover the completed IPO, with gross proceeds of $220.8 million, and the FDA's acceptance of the NDA for AD109 (proposed name Oxnimbi) with a PDUFA date of February 28, 2027.
Net income of $125.9 million, or $3.91 per diluted share, versus a net loss of $69.5 million, or $14.61 per share, in Q2 2025
Revenue - related party was $12.1 million versus $17.1 million a year earlier; loss from operations was $11.7 million versus $5.9 million
G&A expenses rose to $12.7 million from $5.4 million, while R&D fell 38% to $9.9 million
Cash and cash equivalents were $172.8 million at June 30, 2026, before the IPO's $220.8 million in gross proceeds
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
InnovAge reported fiscal 2026 revenue of $989.7 million, up about 15.9% from $853.7 million, and a net loss attributable to the company of $2.5 million, or $0.02 per share, versus $30.3 million, or $0.22 per share, a year earlier. The company also issued fiscal 2027 guidance calling for revenue of $1,050 million to $1,085 million and Adjusted EBITDA of $105 million to $115 million, but it accrued $52.4 million in litigation losses for the year, which weighs on shareholder results.
Fiscal 2026 Adjusted EBITDA was $94.6 million, up from $34.5 million in fiscal 2025; the margin was 9.6%.
Fourth-quarter net income attributable to InnovAge was $8.3 million, or $0.06 per share, compared with a loss of $0.8 million a year earlier.
Fiscal 2026 litigation costs and settlements totaled $57.0 million, including $52.4 million of accrued losses for potential resolutions or paid settlements.
Fiscal 2027 guidance: census of 8,625 to 8,850 participants, total revenues of $1,050 million to $1,085 million, and Adjusted EBITDA of $105 million to $115 million.
GameStop reported second-quarter results for the period ended August 1, 2026, with operating income of $160.2 million, up from $66.4 million a year earlier, and net income of $298.7 million, up from $168.6 million. Net sales fell to $790.2 million from $972.2 million, and the company raised its fiscal 2026 Adjusted EBITDA outlook to in excess of $650 million from over $600 million.
Operating income was $160.2 million, the highest second-quarter operating income in company history, compared with $66.4 million a year earlier.
Net sales were $790.2 million versus $972.2 million; the company cites the prior-year Nintendo Switch 2 launch, planned store closures and the France divestiture.
Net income of $298.7 million included a $166.3 million gain on a derivative asset and a $72.1 million unrealized gain on an equity investment in eBay.
Fiscal 2026 Adjusted EBITDA outlook raised to in excess of $650 million, up from the over $600 million outlook given on June 26, 2026.
ABM reported fiscal third-quarter 2026 revenue up 4.2% to a quarterly record of $2.3 billion and net income up 19% to $49.7 million, or $0.84 per diluted share. The company raised the midpoint of its full-year adjusted EPS outlook to $3.95 to $4.10 and lowered its segment operating margin outlook, while declaring a $0.29 quarterly dividend.
Revenue rose 4.2% to $2.3 billion, with 2.1% organic growth and 2.1% from acquisitions; Technical Solutions revenue was affected by deferred projects.
Net income was $49.7 million, or $0.84 per diluted share, versus $41.8 million, or $0.67, a year earlier; adjusted EPS was $1.04 versus $0.82.
Adjusted EPS outlook midpoint raised to $3.95 to $4.10 from $3.85 to $4.15; segment operating margin outlook narrowed to 7.7% to 7.8% from 7.8% to 8.0%.
Board declared a $0.29 per share dividend payable November 2, 2026, to holders of record on October 1, 2026.
United Natural Foods reported fourth-quarter fiscal 2026 net income of $35 million, compared with a net loss of $87 million a year earlier, while net sales fell 0.7% to $7.6 billion. The company also gave fiscal 2027 guidance and, on September 3, 2026, authorized a new share repurchase program of up to $200 million, which replaces the September 2022 program.
Q4 fiscal 2026 net income of $35 million ($0.57 diluted EPS) vs. a net loss of $87 million a year earlier; Adjusted EBITDA rose 48.3% to $172 million.
Full-year fiscal 2026 net sales fell 2.0% to $31.2 billion; net income was $84 million vs. a net loss of $118 million in fiscal 2025.
Fiscal 2027 guidance: net sales $31.2-$31.8 billion, net income $105-$145 million, Adjusted EPS $3.00-$3.50, Adjusted EBITDA $730-$780 million.
Board authorized up to $200 million in share repurchases on September 3, 2026; the program has no fixed expiration date.
UiPath reported fiscal second-quarter 2027 revenue of $410 million, up 13% from a year earlier, and GAAP operating income of $32 million, compared with a loss of $20 million in the prior-year quarter. The company also named Hitesh Ramani chief financial officer effective September 3, 2026, replacing Ashim Gupta in that role, and added Yazdi Bagli to its board.
Revenue of $410 million, up 13% year over year; ARR of $1.938 billion, up 12%
GAAP operating income of $32 million versus a $20 million loss a year earlier; net income of $36 million, or $0.07 per diluted share
Guidance: third-quarter fiscal 2027 revenue of $440 million to $445 million; full-year fiscal 2027 revenue of $1.789 billion to $1.794 billion
Hitesh Ramani appointed CFO effective September 3, 2026; Ashim Gupta remains Chief Operating Officer
Zscaler reported fourth-quarter fiscal 2026 revenue of $898.2 million, up 25% year over year, and a GAAP net loss of $3.4 million, narrowed from $17.6 million a year earlier. The company also guided fiscal 2027 revenue growth to 16.6% to 17.5% and announced a restructuring with about 3% headcount reduction and $30.0 million to $33.0 million in charges, which shareholders will weigh against slower guided growth and lower free cash flow.
Q4 fiscal 2026 revenue of $898.2 million, up 25% year over year; GAAP net loss per share of $0.02 versus $0.11 a year earlier
Non-GAAP operating margin reached a record 24% in Q4; free cash flow fell to $60.8 million from $171.9 million
Fiscal 2027 revenue guidance of $3.908 billion to $3.938 billion, growth of 16.6% to 17.5%
Restructuring plan committed September 1, 2026: about 3% headcount reduction and $30.0 million to $33.0 million in charges, mostly in the first half of fiscal 2027
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.
Concrete Pumping Holdings reported third-quarter fiscal 2026 revenue of $116.8 million, up 12.6% from a year earlier, with net income up 33% to $4.9 million. The company raised its fiscal 2026 revenue and Adjusted EBITDA outlook and declared an initial quarterly dividend of $0.13 per share, which gives shareholders a regular cash payout for the first time in the company's filings reviewed here.
Revenue rose to $116.8 million from $103.7 million, while gross margin slipped to 38.7% from 39.0% on fuel cost inflation.
Fiscal 2026 revenue outlook raised to $425.0 million to $435.0 million from $410.0 million to $425.0 million; Adjusted EBITDA outlook raised to $103.0 million to $108.0 million from $98.0 million to $105.0 million.
Initial quarterly dividend of $0.13 per share is payable October 2, 2026, to stockholders of record at the close of business on September 18, 2026.
Share repurchase program expiration extended from December 31, 2026 to November 30, 2028, with about $11.9 million available for repurchase as of July 31, 2026.
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.