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).
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
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.
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
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
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.
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.
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.
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.
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.
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
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.
American Outdoor Brands reported first quarter fiscal 2027 results for the three months ended July 31, 2026. Net sales rose 25.4% to $37.3 million, and the GAAP net loss narrowed to $1.5 million from $6.8 million a year earlier. The company raised its Adjusted EBITDA guidance to $14.5 million to $17.5 million and kept its net sales guidance at $200 million to $210 million.
Net sales were $37.3 million, up from $29.7 million; excluding about $6.0 million of orders accelerated into fiscal 2025, growth was 4.3%.
Gross margin was 53.0%, compared with 46.7% a year earlier.
GAAP net loss was $1.5 million, or $(0.12) per diluted share, compared with $6.8 million, or $(0.54) per diluted share.
Fiscal 2027 guidance: net sales of $200 million to $210 million maintained; Adjusted EBITDA raised to $14.5 million to $17.5 million.
Victoria's Secret & Co. reported second quarter 2026 net sales up 10% to $1.611 billion, near the high end of its guidance, and adjusted operating income of $124 million, above its guidance range. The company raised its full-year 2026 net sales and adjusted operating income forecasts, which matters to shareholders because it signals higher expected results for the year. Reported net income of $183 million, or $2.18 per diluted share, includes a $140.3 million pre-tax benefit from IEEPA tariff refund recoveries.
Q2 2026 net sales were $1.611 billion, up from $1.459 billion a year earlier, with total comparable sales up 9%.
Q2 2026 GAAP net income was $183 million, or $2.18 per diluted share, versus $16 million, or $0.20 per diluted share, in Q2 2025.
Q2 2026 adjusted operating income was $124 million, above the $90 million to $100 million guidance range; adjusted net income per diluted share was $0.95 versus $0.33 a year earlier.
Full-year 2026 net sales guidance rose to $7.100 billion to $7.180 billion from $7.030 billion to $7.130 billion; adjusted operating income guidance rose to $560 million to $590 million from $550 million to $580 million.
Broadcom reported unaudited third-quarter fiscal 2026 results for the quarter ended August 2, 2026, with revenue of $29.6 billion, up 86% from a year earlier, and GAAP diluted EPS of $2.68, up from $0.85. The company guided fourth-quarter revenue to approximately $34.8 billion, up 93% year over year, and declared a $0.65 per share quarterly dividend, which shareholders of record on September 21, 2026 will receive on September 30, 2026.
Q3 net revenue $29.6 billion, up 86% year over year; AI semiconductor revenue $16.7 billion, up 221%
GAAP net income $13.1 billion and diluted EPS $2.68 vs. $0.85 a year earlier; non-GAAP diluted EPS $3.32
Q3 free cash flow $13.7 billion; cash and cash equivalents $24.0 billion at quarter end
Q4 revenue guidance about $34.8 billion; quarterly dividend $0.65 per share payable September 30, 2026
Five Below reported second-quarter fiscal 2026 net sales up 22.9% to $1.26 billion and raised its full-year 2026 sales and EPS outlook. GAAP diluted EPS of $3.99 includes a $163.6 million pre-tax benefit from IEEPA tariff refunds, while adjusted diluted EPS was $1.68. The board also approved a new $600 million share repurchase program.
Q2 net sales rose 22.9% to $1.26 billion; comparable sales rose 14.1%; adjusted diluted EPS was $1.68 versus $0.81 a year earlier
Full-year 2026 net sales outlook raised to $5.63 billion to $5.71 billion from $5.40 billion to $5.48 billion; adjusted diluted EPS outlook raised to $9.83 to $10.31 from $8.65 to $9.05
Board approved on August 29, 2026 a repurchase program of up to $600 million, replacing remaining capacity under the November 27, 2023 program
NetApp reported first-quarter fiscal 2027 net revenues of $2.03 billion, up 30% from a year earlier, with GAAP earnings per share of $1.88 versus $1.15 and non-GAAP earnings per share of $2.58 versus $1.55. The company raised its full-year fiscal 2027 revenue and earnings per share guidance, but operating cash flow of $503 million and free cash flow of $401 million both declined year over year.
Net revenues $2.025 billion vs. $1.559 billion; GAAP net income $375 million vs. $233 million
Full-year fiscal 2027 net revenue guidance $7.975 billion to $8.225 billion; non-GAAP EPS guidance $9.73 to $10.03
Net cash from operating activities $503 million, down 25%; free cash flow $401 million, down 35%
Next quarterly dividend of $0.52 per share payable October 28, 2026, to holders of record October 9, 2026
Dell reported fiscal second-quarter 2027 results for the quarter ended July 31, 2026, with net revenue of $46,971 million, up 58% year over year, and diluted EPS of $6.34, up 273%. Dell raised its full-year FY27 revenue guidance to $192.0 billion from $167.0 billion and its GAAP diluted EPS guidance to $24.37 from $17.31, while cash flow from operations fell 13% in the quarter to $2.2 billion.
Q2 net revenue of $47.0 billion, up 58% year over year; GAAP diluted EPS of $6.34, up 273%
Full-year FY27 revenue guidance raised to $192.0 billion from $167.0 billion; GAAP diluted EPS guidance $24.37, up from $17.31
Q3 FY27 guidance: revenue of $49.0 billion and GAAP diluted EPS of $6.10
Record $4.3 billion returned to shareholders in Q2; quarterly dividend of $0.63 per share payable Oct. 30 to holders of record as of Oct. 20
MiniMed reported first-quarter fiscal 2027 net sales of $843 million, up 16.6% from $723 million a year earlier, and reported net income of $0 compared with a loss of $16 million. The company raised its fiscal 2027 organic revenue growth guidance to approximately 10.5% from approximately 10%, while reaffirming its adjusted EBITDA margin guidance of approximately 16%.
Net sales were $843 million vs. $723 million; U.S. net sales grew 13.1% to $240 million and international grew 18.1% to $603 million.
Net income attributable to the company was $0 (EPS $0.00) vs. a loss of $19 million (EPS -$0.08) a year earlier.
FY27 organic revenue growth guidance raised to approximately 10.5% from approximately 10%; the figure includes a 1.0% to 1.5% benefit from an extra week in Q1.
Adjusted EBITDA margin guidance of approximately 16% was reaffirmed; a $2 million litigation benefit was recorded vs. a $17 million charge a year earlier.
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.