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.
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
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.
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.
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.
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.
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.
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
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.
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.
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
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.
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.
Torrid reported second-quarter fiscal 2026 results on September 3, 2026, with net sales down 11.8% to $231.7 million. Net income rose to $5.2 million, or $0.05 per share, helped by an $11.1 million IEEPA tariff refund recorded in cost of goods sold; excluding that refund, Adjusted EBITDA was $12.1 million versus $21.5 million a year earlier. The company raised its full-year fiscal 2026 outlook to reflect the tariff benefit and said the outlook is otherwise unchanged.
Net sales decreased 11.8% to $231.7 million from $262.8 million; comparable sales fell 6.3%.
Net income was $5.2 million, or $0.05 per share, versus $1.6 million, or $0.02 per share, a year earlier.
Adjusted EBITDA was $23.3 million including the $11.1 million tariff benefit, or $12.1 million excluding it, compared with $21.5 million last year.
Full-year fiscal 2026 outlook: net sales $940 million to $960 million and Adjusted EBITDA $76 million to $86 million; third-quarter Adjusted EBITDA is expected at $15 million to $20 million.
Duluth Holdings reported fiscal second-quarter 2026 results for the period ended August 2, 2026. Net sales fell 7.8% to $121.4 million, while net income rose to $18.4 million from $1.3 million, helped by $16.3 million in tariff refunds, and the company raised its fiscal 2026 Adjusted EBITDA guidance to $38 million to $42 million.
Diluted EPS was $0.50 versus $0.04 a year earlier, including a $0.44 impact from tariff refunds.
Adjusted EBITDA was $27.0 million versus $12.0 million in the prior-year quarter.
Fiscal 2026 net sales guidance of $540 million to $560 million was affirmed; Adjusted EBITDA guidance was raised from $28 million to $32 million.
Inventory fell 15.5% to $125.2 million, and the company ended the quarter with about $96 million of net liquidity and zero drawn on its $70.0 million asset-based lending facility.
Genesco reported second quarter fiscal 2027 results for the three months ended August 1, 2026, with net sales down 3% to $530 million and comparable sales down 1%. GAAP diluted EPS was $0.32 versus a loss of $1.79 a year earlier, helped by $22.5 million in tariff refunds, and the company raised its adjusted EPS outlook to the high end of the $2.00 to $2.40 range, while cutting its comparable sales expectation to flat.
Net sales were $530 million versus $546 million a year earlier; e-commerce comparable sales fell 6% and stores rose 1%.
GAAP diluted EPS was $0.32 versus a loss of $1.79 last year; adjusted EPS loss narrowed to $0.83 from $1.14.
Full-year adjusted EPS outlook raised to the high end of $2.00 to $2.40; comparable sales now expected flat versus prior guidance of up 1% to 2%.
Brady reported fiscal 2026 fourth-quarter sales of $436.9 million, up 10.0%, and full-year sales of $1.66 billion, up 9.8%. GAAP diluted EPS fell to $0.96 in the quarter from $1.04 as acquisition and integration costs rose, while adjusted diluted EPS rose 17.5% to $1.48. The company also guided fiscal 2027 adjusted diluted EPS to $6.25 to $6.75 and raised its annual dividend to $1.00 per share from $0.98.
Q4 sales $436.9 million, up 10.0%; organic growth 8.4%
Q4 GAAP diluted EPS $0.96 vs. $1.04 a year earlier; adjusted diluted EPS $1.48 vs. $1.26
Fiscal 2027 adjusted diluted EPS guidance of $6.25 to $6.75, including about $0.80 accretion from the IPS segment
Annual dividend raised to $1.00 per share from $0.98; $0.25 quarterly payment on October 30, 2026 to holders of record October 9, 2026
PVH reported second quarter 2026 revenue of $2.097 billion, down 3% from the prior year and in line with its guidance. The company posted a GAAP loss of $(2.23) per share after a $439 million noncash goodwill impairment, while non-GAAP EPS of $3.70 exceeded its $3.00 to $3.10 guidance, helped by a $1.80 per share benefit from tariff refunds. PVH reaffirmed its full year 2026 revenue, operating margin and non-GAAP EPS outlook, and named Alexis Rollier as its new Chief Financial Officer.
Q2 revenue was $2.097 billion, down 3% year over year; EMEA fell 6% and Americas fell 1%
GAAP EPS was $(2.23), including a $439 million pre-tax noncash goodwill impairment; non-GAAP EPS was $3.70 versus $2.52 a year earlier
Non-GAAP EPS included about $1.80 per share from $107 million of tariff refunds
Full year 2026 non-GAAP EPS outlook reaffirmed at $11.80 to $12.10; Alexis Rollier named CFO
Snowflake reported second-quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue of $1.55 billion, up 35% year over year. It raised full-year fiscal 2027 product revenue guidance to $6,070 million, up from $5,840 million, and raised non-GAAP operating margin guidance to 14.5%. The quarter also included a GAAP operating loss of $263.0 million, which shareholders should weigh against the growth and guidance increase.
Q2 revenue was $1.55 billion, up 35% year over year; product revenue was $1.49 billion, up 37%.
Full-year fiscal 2027 product revenue guidance was raised to $6,070 million (36% growth) from $5,840 million (31% growth).
Full-year non-GAAP operating margin guidance was raised to 14.5% from 13.5%.
Q2 GAAP operating loss was $263.0 million (negative 17.0% margin); non-GAAP operating income was $237.0 million (15.3% margin).
FuelCell Energy reported results for the third fiscal quarter ended July 31, 2026. Revenue fell 29% year over year and the gross loss widened, but the net loss narrowed because the prior-year period included impairment and restructuring expenses. The company also disclosed a Fit Energy purchase agreement and a first data center capacity reservation, which add to its backlog, though Awarded Capacity Backlog is not contracted revenue.
Revenue was $33.0 million versus $46.7 million, and gross loss was $(24.5) million versus $(5.1) million; the company cited $17.0 million in inventory and purchase commitment charges tied to Phase 0 of the Fit Energy agreement.
Net loss was $(45.3) million, or $(0.64) per share, compared with $(3.78) per share a year earlier, when impairment expense was $64.5 million.
Committed Backlog was $1.3 billion as of July 31, 2026, and the company added $2.4 billion to Awarded Capacity Backlog from Fit Energy's option for up to 350 MW.
Cash, cash equivalents and restricted cash totaled $737.3 million as of July 31, 2026, including net proceeds of about $245.5 million from a July 9, 2026 stock offering.
Ollie's reported second-quarter fiscal 2026 net sales up 9.1% to $741.3 million and diluted EPS of $1.42, up from $0.99, with tariff refunds boosting gross margin. Comparable store sales fell 1.8%, and the company lowered its fiscal 2026 net sales and comparable store sales outlook while raising its EPS outlook.
Net sales rose 9.1% to $741.3 million; comparable store sales declined 1.8% against a 5.0% increase a year earlier.
Diluted EPS was $1.42 versus $0.99; IEEPA tariff refunds benefited gross margin by 380 basis points.
Fiscal 2026 net sales outlook lowered to $2.928 to $2.941 billion from $2.980 to $3.000 billion; comparable store sales growth now 0% to 0.5%.
Adjusted EPS outlook raised to $4.57 to $4.65 from $4.45 to $4.55; share repurchase outlook raised to about $175 million from about $125 million.
Palo Alto Networks reported fiscal fourth-quarter 2026 revenue of $3.41 billion, up 34% year over year, and non-GAAP net income per diluted share of $1.02, up from $0.95. The company posted a GAAP net loss of $282 million, or $0.35 per diluted share, compared with GAAP net income of $254 million, or $0.36, a year earlier, and it also announced the acquisition of Console and fiscal 2027 guidance for revenue of $14.10 billion to $14.20 billion.
Q4 fiscal 2026 revenue $3.41 billion, up 34% year over year; Next-Generation Security ARR $9.10 billion, up 63%
GAAP net loss $282 million, or ($0.35) per diluted share, versus GAAP net income of $254 million a year earlier; the filing lists a $524 million change in fair value of convertible senior notes and capped calls among non-GAAP adjustments
Non-GAAP operating income $1.0 billion versus $768 million a year earlier; adjusted free cash flow $1.3 billion
Fiscal 2027 guidance: total revenue $14.10 billion to $14.20 billion; diluted non-GAAP EPS $4.16 to $4.19; first-quarter revenue $3.300 billion to $3.310 billion
GitLab reported second-quarter fiscal 2027 revenue of $286.3 million, up 21% from a year earlier, while its GAAP net loss widened to $36.8 million from $9.2 million. The company also said Chief Accounting Officer Simon Mundy will resign effective September 16, 2026, and CFO Jessica Ross will take on the principal accounting officer role.
Revenue of $286.3 million, up 21% year over year; non-GAAP operating income of $42.6 million, versus $39.6 million a year earlier
GAAP net loss attributable to GitLab of $36.8 million, or $(0.22) per share, compared with a loss of $9.2 million, or $(0.06) per share, a year earlier
Restructuring charges of $19.4 million were excluded from non-GAAP results; the restructuring was announced in May 2026
Third-quarter revenue guidance of $281 million to $283 million; fiscal 2027 revenue guidance of $1,129 million to $1,133 million
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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