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.
Moving iMage Technologies reported fiscal 2026 net sales of $17.3 million, down 4.6% from the prior year, while its net loss narrowed to $297,000 from $948,000 on higher gross margin. Fourth-quarter sales fell to $4.55 million from $5.88 million and the quarterly net loss widened, and the company expects first-quarter fiscal 2027 revenue of about $4.5 million.
FY2026 net sales were $17.3 million, down 4.6% from $18.1 million in FY2025.
Gross profit rose 10% to $5.0 million, and net loss per share improved to $(0.03) from $(0.10).
Q4 2026 net sales were $4.55 million versus $5.88 million in Q4 2025, and the Q4 net loss was $296,000 versus $156,000.
The company ended FY2026 with $3.2 million in cash and zero debt, after $2.5 million of net cash used in operating activities.
Conagra Brands reported first-quarter fiscal 2027 results for the period ended August 30, 2026, with net sales down 1.4% to $2.6 billion while diluted EPS rose 5.9% to $0.36 and adjusted EPS rose 5.1% to $0.41. The company reaffirmed its full-year fiscal 2027 guidance, including adjusted EPS of $1.40 to $1.50, so shareholders see weaker sales offset by higher profit and no change to the outlook.
Net sales fell 1.4% to $2.6 billion; organic net sales decreased 1.1%, driven by a 2.1% volume decrease.
Diluted EPS was $0.36, up 5.9%; adjusted EPS was $0.41, up 5.1%, helped by lower adjusted SG&A and higher equity method earnings.
Fiscal 2027 guidance reaffirmed: adjusted EPS of $1.40 to $1.50 and adjusted operating margin of 10.0% to 10.5%.
Free cash flow was ($128) million, a decrease of $102 million; net debt was $7.4 billion, with a 3.99x net leverage ratio.
FactSet reported fourth-quarter fiscal 2026 revenue of $634.7 million, up 6.3% year over year, while GAAP diluted EPS fell 15.4% to $3.41 and adjusted diluted EPS rose 11.6% to $4.52. The company also issued fiscal 2027 guidance calling for revenue of $2,600 million to $2,625 million and GAAP diluted EPS of $17.00 to $17.50, and on September 24, 2026 its board amended the bylaws to let the board delegate powers to committees and update shareholder nomination procedures.
Q4 GAAP operating income fell 11.7% to $156.6 million; GAAP operating margin was 24.7% versus 29.7%, mainly due to restructuring charges and incentive plan costs.
Full-year fiscal 2026 revenue was $2.48 billion, up 6.7%, while GAAP diluted EPS was $14.57, down from $15.55.
Fiscal 2027 guidance: revenue of $2,600 million to $2,625 million, GAAP diluted EPS of $17.00 to $17.50, and adjusted diluted EPS of $19.25 to $19.65.
Q4 share repurchases totaled $138.0 million, and $356.0 million remained available under the program as of August 31, 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
Exascale Labs reported fiscal 2026 revenue of $14.8 million, up 111% from $7.0 million, but its net loss widened to $12.2 million from $7.7 million. The loss increase reflects higher operating expenses and a $7.4 million non-cash fair value change on simple agreements for future equity (SAFEs), which converted into Class A common stock when the Nasdaq business combination closed on August 27, 2026, eliminating a $29.1 million liability.
Revenue was $14.8 million versus $7.0 million; revenue from the intelligent computing power service rose 124.0%.
Net loss was $12.2 million versus $7.7 million, including a $7.4 million change in fair value of SAFEs.
Operating expenses rose to $7.2 million from $4.2 million; gross margin was 16.3% versus 15.8%.
Business combination closed August 27, 2026, with approximately $11.8 million in net cash proceeds; shares began trading on Nasdaq as XLAB on August 28, 2026.
AtlasClear reported fiscal 2026 results for the year ended June 30, 2026, with total revenue up 85% to $20.1 million. Net income was $2.0 million, or $0.02 per share, down from $5.8 million, or $0.96 per share, in fiscal 2025, and the loss from operations widened to $9.8 million, with the net result supported by non-cash fair-value gains.
Total revenue rose to $20.1 million from $10.9 million, with stock locate revenue at $6.8 million versus $0.3 million
Loss from operations was $9.8 million, compared with $4.9 million in fiscal 2025
Net income was $2.0 million, including an $11.1 million non-cash gain on the earnout liability; fiscal 2025 net income was $5.8 million
Cash and cash equivalents totaled $15.4 million at June 30, 2026, versus $7.5 million a year earlier
Trio-Tech International reported fiscal 2026 revenue of $62.6 million, up 72% from $36.5 million, with a fiscal 2026 net loss attributable to common shareholders of $34,000 versus $41,000 in fiscal 2025. Fourth-quarter revenue rose about 40% to $14.9 million, but the company posted a net loss of $199,000 after net income of $183,000 a year earlier, and gross margin fell to 19% from 25%.
Fiscal 2026 revenue was $62.6 million, with Semiconductor Back-end Solutions revenue up 99% to $49.0 million.
Fourth-quarter operating loss was $266,000, compared with operating income of $467,000 a year earlier.
Total backlog was $24.2 million at June 30, 2026, compared with $11.0 million a year earlier.
Fiscal 2027 first-quarter bookings to date in Industrial Electronics total about $4.6 million, according to the company.
RAVE Restaurant Group reported fourth-quarter and fiscal 2026 results for the year ended June 28, 2026. Fourth-quarter revenue rose to $3.4 million while net income fell 6.2% to $0.8 million, but full-year net income rose to $2.9 million from $2.7 million. The filing also discloses that CEO Brandon Solano sent a complaint on August 31, 2026, alleging workplace harassment and discrimination by the Board, and that the company engaged Hagan Law Group on September 1, 2026 to investigate.
Q4 fiscal 2026 total revenue increased $0.3 million to $3.4 million, up 8.8% year over year; net income was $0.8 million, down 6.2%
Fiscal 2026 net income was $2.9 million ($0.20 per diluted share) versus $2.7 million ($0.19) in fiscal 2025; revenue was $12.9 million
Pie Five domestic comparable store sales fell 17.3% in Q4 and 9.9% for the year; Pizza Inn comparable sales rose 2.4% for the year
On August 31, 2026, CEO Brandon Solano sent a complaint to the Audit Committee Chairman; Hagan Law Group was engaged September 1, 2026 to investigate
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.
Cracker Barrel reported fourth-quarter fiscal 2026 revenue of $849.3 million, down 2.2% from a year earlier, while GAAP net income rose to $12.2 million from $6.8 million. For the full year, GAAP net income fell to $31.7 million from $46.4 million, and the company gave fiscal 2027 revenue and adjusted EBITDA outlooks of $3.325 billion to $3.4 billion and $180 million to $200 million.
Q4 GAAP diluted EPS was $0.54 versus $0.30; adjusted diluted EPS was $0.99 versus $0.74
Q4 adjusted EBITDA was $62.1 million versus $55.7 million, including about $9.1 million from tariff refunds, net of investments
Full-year total debt fell to $337.2 million from $484.6 million; a $150 million convertible note matured in June 2026
Quarterly dividend of $0.25 per share is payable November 12, 2026, to holders of record as of October 16, 2026
Aytu BioPharma reported fiscal 2026 fourth-quarter net revenue of $16.1 million, up 6.4% from $15.1 million a year earlier, and a net loss of less than $0.1 million, versus a $19.8 million loss in the prior-year quarter. For the full year, net revenue fell 13.3% to $57.6 million and the net loss widened to $14.3 million from $13.6 million, while Adjusted EBITDA was negative $3.7 million compared with $9.2 million, reflecting planned investments in the EXXUA launch.
Q4 fiscal 2026 net revenue was $16.1 million versus $15.1 million; EXXUA contributed $3.9 million and ADHD Portfolio revenue fell to $10.4 million from $13.1 million.
Full-year fiscal 2026 net revenue was $57.6 million versus $66.4 million, and full-year net loss was $14.3 million, or ($1.16) per share, versus $13.6 million, or ($2.16) per share.
Q4 Adjusted EBITDA was $0.5 million versus $2.0 million a year earlier; cash and cash equivalents were $26.3 million at June 30, 2026, compared with $31.0 million at June 30, 2025.
The company scheduled a conference call and webcast for September 22, 2026, at 4:30 p.m. Eastern time.
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.
Ennis reported revenue of $102.0 million for the quarter ended August 31, 2026, up 3.3% from the prior-year quarter, but diluted earnings per share fell to $0.37 from $0.51. The company tied the decline mainly to a $5.3 million favorable litigation judgment in the prior-year quarter and a $700,000 charge this quarter, and its Board raised the quarterly dividend 5.0% to $0.2625 per share.
Revenue was $102.0 million, up $3.3 million or 3.3% from $98.7 million; gross profit margin was 29.9% versus 30.5%.
Net earnings were $9.4 million, or $0.37 per diluted share, versus $13.2 million, or $0.51, a year earlier.
The quarterly dividend rises from $0.25 to $0.2625 per share, payable November 6, 2026 to holders of record on October 9, 2026.
Cash rose to $54.0 million at August 31, 2026 from $34.6 million at February 28, 2026, and the company reports no debt.
Progressive reported August 2026 results in a news release furnished under Regulation FD. Net premiums written rose 6% to $7,605 million, but net income fell 22% to $951 million and diluted earnings per share fell 21% to $1.63, with the combined ratio rising to 89.3 from 83.1. Shareholders see higher premium volume alongside lower monthly profit, driven by a higher loss and expense ratio.
Net income was $951 million versus $1,220 million in August 2025, down 22%.
Diluted earnings per share were $1.63 versus $2.07 a year earlier, down 21%.
Net premiums written rose 6% to $7,605 million; policies in force reached 40,492 thousand, up 7%.
Companywide combined ratio was 89.3 versus 83.1, with catastrophe losses from severe weather cited for the month.
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.
Ispire reported fiscal fourth-quarter revenue of $26.7 million, up 33% from a year earlier, and a net loss of $13.8 million ($0.24 per share), versus $14.8 million a year ago. For fiscal 2026, revenue fell 24.7% to $96.0 million, though the net loss narrowed to $33.2 million, and the company said the timing of reaching positive cash flow is now less certain because of Malaysia facility investments.
Q4 revenue $26.7 million vs. $20.1 million a year earlier; gross margin 6.3% vs. 12.3%, hit by inventory impairments
Fiscal 2026 revenue $96.0 million vs. $127.5 million; net loss $33.2 million ($0.58 per share) vs. $39.2 million
Company previously expected positive cash flow in the second half of calendar 2026; it now says timing is less certain
Cash of $19.3 million at June 30, 2026; total stockholders' deficit of $29.2 million
American Battery Technology reported fiscal 2026 results for the year ended June 30, 2026, with revenue up 407% to $21.7 million and a net loss of $73.4 million, compared with $46.8 million a year earlier. Loss per share was $0.58 in both years, and cash rose to $49.5 million with no outstanding debt, though the filing gives no forward guidance.
Revenue rose to $21.7 million from $4.3 million in fiscal 2025.
Net loss attributable to common stockholders was $73.4 million, versus $46.8 million; basic and diluted loss per share was $0.58 in both years.
Adjusted gross profit (non-GAAP) was $1.7 million, compared with an adjusted gross loss of $6.2 million in fiscal 2025.
Cash and cash equivalents were $49.5 million as of June 30, 2026, up from $7.5 million, and the company reported no outstanding debt.
Evolution Petroleum reported fiscal fourth-quarter 2026 revenue of $24.2 million, up 15% from a year earlier, and net income of $4.6 million, compared with $3.4 million a year earlier. Adjusted EBITDA fell to $6.5 million from $8.6 million, and excluding selected items the company posted an adjusted net loss of $0.6 million versus adjusted net income of $1.1 million a year earlier. The company also declared a $0.12 per share dividend payable September 30, 2026.
Q4 revenue was $24.2 million, up 15% year over year, driven by a 20% increase in average realized prices, partly offset by a 4% drop in production to 6,901 BOEPD.
Q4 net income was $4.6 million, or $0.13 per diluted share, compared with a net loss of $8.9 million in fiscal Q3 2026.
Fiscal 2026 net loss was $2.4 million versus net income of $1.5 million in fiscal 2025; full-year revenue was $86.3 million.
Dividend of $0.12 per share is payable September 30, 2026, to holders of record on September 21, 2026.
Radiant Logistics reported fourth-quarter results for the three months ended June 30, 2026, with revenue of $261.4 million, up 18.5%, and GAAP net income attributable to the company of $7.5 million, up 53.1%. For the full fiscal year, GAAP net income rose to $18.8 million, but adjusted EBITDA fell to $36.7 million from $38.8 million and adjusted net income fell to $25.3 million from $30.9 million, so shareholders see stronger quarterly growth alongside lower full-year adjusted profit.
Q4 revenue $261.4 million, up $40.8 million or 18.5%; Q4 diluted EPS $0.15 versus $0.10 a year earlier
Q4 adjusted EBITDA $10.4 million, up 31.6%; adjusted EBITDA margin 15.5%, up 240 basis points
Full-year revenue $934.4 million versus $902.7 million; full-year adjusted EBITDA $36.7 million versus $38.8 million
On August 7, 2026, the $200 million revolving credit facility was extended to August 7, 2031; the company reported no net debt as of June 30, 2026
CubeSmart filed an investor presentation with its 8-K that shows year-to-date 2026 same-store results through June 30, 2026, including revenue growth of 0.7%, expense growth of 5.1%, and a 1.1% decline in same-store net operating income. The full-year 2026 outlook shown was last updated in the July 30, 2026 earnings release, and the filing does not state a new change to it. The deck also reports second-quarter FFO, as adjusted, of $0.63 per share and share repurchases of 2.0 million shares for $75.8 million.
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.
National Beverage reported first-quarter results for the period ended August 1, 2026, with net sales of $331 million, essentially unchanged from a year earlier. Net income fell to $47 million from $55.8 million, and earnings per share dropped to $0.50 from $0.60, as higher aluminum, tariff, fuel and freight costs pressured gross margin, which was 35%. Shareholders also saw cash fall to $107 million after a $304 million special dividend of $3.25 per share paid July 30, 2026.
Net sales were $330.7 million for the three months ended August 1, 2026, versus $330.5 million a year earlier.
Net income was $47.0 million, or $0.50 per diluted share, compared with $55.8 million, or $0.60 per diluted share, a year earlier.
Gross margin was 35%; the company said aluminum costs alone reduced gross margin by almost 600 basis points.
The company paid a $304 million special dividend ($3.25 per share) on July 30, 2026, and reported cash of $107 million afterward.
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.
Hooker Furnishings reported fiscal 2027 second-quarter net income of $1.7 million, compared with a $3.3 million loss a year earlier, helped by $7.9 million in tariff recoveries. Net sales fell 8.7% to $63.3 million, and management said it does not expect meaningful near-term improvement in market conditions. The profit rebound matters to shareholders, but it is partly driven by one-time tariff recoveries while sales decline.
Quarterly net income of $1.7 million, or $0.15 diluted per share, versus a net loss of $3.3 million, or $0.31 per share, a year earlier
Net sales decreased $6.0 million, or 8.7%, to $63.3 million in the second quarter
Received $7.9 million in tariff recoveries during the quarter; the company does not expect material additional recoveries
Cash and cash equivalents rose to $18.7 million with no outstanding term loan balance; $1.3 million used for share repurchases
Alliance Entertainment reported fiscal 2026 results for the year ended June 30, 2026, with net revenues up 8% to $1.149 billion and gross margin up 80 basis points to 13.3%. GAAP net income fell to $13.1 million, or $0.26 per diluted share, from $15.1 million, or $0.30, after a $7.8 million non-cash write-off, while adjusted diluted EPS rose 24% to $0.46 and operating cash flow was negative $1.7 million. The filing includes no financial guidance for fiscal 2027.
Net revenues rose 8% to $1.149 billion from $1.063 billion; gross profit rose 15% to $152.3 million.
GAAP net income was $13.1 million ($0.26 per diluted share) versus $15.1 million ($0.30) in fiscal 2025, including a $7.8 million non-cash write-off of a vendor rebate receivable.
Adjusted diluted EPS rose 24% to $0.46 from $0.37; adjusted EBITDA rose 14% to $41.5 million.
Net cash used in operating activities was $1.7 million, compared with $26.8 million provided in fiscal 2025; $45.7 million was available under the $120 million revolving credit facility at year-end.
IBEX reported fiscal 2026 results for the year ended June 30, 2026, with full-year revenue up 15.4% to $644.1 million and diluted EPS up 32.8% to $3.13. Fourth-quarter revenue rose 11.6%, but net income fell 8.8% to $8.7 million and diluted EPS fell 11.3% to $0.59. The company also introduced fiscal 2027 guidance and amended its U.S. and UAE credit facilities, extending maturities to October 22, 2029.
Fiscal 2026 revenue $644.1 million, up 15.4%; diluted EPS $3.13 versus $2.36 a year earlier
Fourth-quarter net income $8.7 million versus $9.6 million; net income margin 5.3% versus 6.5%
Fiscal 2027 revenue guidance $700 million to $715 million; adjusted EBITDA guidance $90 million to $94 million
U.S. credit facility of $25 million and UAE facilities amended on September 8, 2026, with maturity extended to October 22, 2029
Copart reported fourth-quarter fiscal 2026 results for the three months ended July 31, 2026, with revenue up 2.4% but gross profit down 5.5% and net income attributable to Copart down 17.4%. Diluted earnings per share fell to $0.35 from $0.41, and for the full fiscal year diluted EPS declined to $1.55 from $1.59.
Q4 revenue rose $27.3 million, or 2.4%, to $1.2 billion; gross profit fell $28.3 million, or 5.5%, to $481.4 million
Q4 net income attributable to Copart fell $68.9 million, or 17.4%, to $327.4 million
Fiscal 2026 revenue rose 0.4% to $4.7 billion, while net income attributable to Copart fell 4.4% to $1.5 billion
Fiscal 2026 cash flow statement shows $1.6 billion in common stock repurchases
LightPath Technologies reported results for its fiscal 2026 fourth quarter and full year ended June 30, 2026. Revenue rose 92.7% for the year to $71.7 million and gross profit rose to $25.8 million, but the full-year net loss widened to $20.5 million, mainly due to a $15.6 million non-cash change in the fair value of acquisition earnout liabilities tied to G5 Infrared. For shareholders, the company ended the year with a backlog of approximately $110.9 million and cash of $93.2 million.
Q4 fiscal 2026 revenue was $21.2 million, up 73.8% from $12.2 million; net loss was $4.1 million, or $0.06 per share, versus $7.1 million, or $0.16 per share, a year earlier.
Full-year fiscal 2026 revenue was $71.7 million, up 92.7%; net loss was $20.5 million, or $0.38 per share, versus $14.9 million, or $0.36 per share.
Backlog was approximately $110.9 million at June 30, 2026, up 197% from $37.4 million a year earlier.
Adjusted EBITDA was $2.1 million in Q4 fiscal 2026, compared with a loss of $2.0 million a year earlier; full-year adjusted EBITDA was $4.2 million.
MasterCraft reported fiscal 2026 net sales of $348.9 million, up 22.8%, after completing its merger with Marine Products on May 15, 2026. A $10.1 million non-cash impairment in the Leisure segment and $20.4 million in acquisition-related expenses produced a loss from continuing operations of $1.6 million, compared with income of $10.7 million a year earlier. Adjusted Net Income rose to $30.2 million, or $1.76 per diluted share, from $0.92 per share, and the company gave outlook for a six-month transition period ending December 31, 2026.
Fiscal 2026 loss from continuing operations was $1.6 million, or $(0.09) per diluted share, versus income of $10.7 million, or $0.65 per share, in fiscal 2025.
Fiscal 2026 Adjusted EBITDA was $45.6 million, up from $24.4 million, and Adjusted Net Income per diluted share was $1.76, up from $0.92.
Fourth-quarter net sales were $129.9 million, up 63.4%, and the quarter's loss from continuing operations was $7.0 million, or $(0.35) per diluted share.
For the six-month transition period from July 1 to December 31, 2026, the company expects net sales of $287 million to $291 million and Adjusted EBITDA of $29 million to $32 million.
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
Lovesac reported second-quarter fiscal 2027 net sales of $161.2 million, up 0.4%, and net income of $7.4 million, or $0.51 per diluted share, compared with a net loss of $6.7 million a year earlier. The filing says the profit includes $0.86 per share of net benefit from $21.0 million in IEEPA tariff refunds and interest, and omni-channel comparable net sales fell 1.9%. The company expects a third-quarter net loss of $9 million to $12 million and full-year fiscal 2027 net income of $14.5 million to $18.5 million.
Net sales were $161.2 million for the quarter ended August 2, 2026, up from $160.5 million; omni-channel comparable net sales decreased 1.9%.
Net income was $7.4 million, or $0.51 per diluted share, versus a net loss of $6.7 million, or $(0.45) per share, a year earlier.
The company received $21.0 million of IEEPA tariff refunds and related interest in the quarter.
Guidance: third-quarter net loss of $9 million to $12 million; full-year fiscal 2027 net income of $14.5 million to $18.5 million.
Research Solutions reported fiscal 2026 net income of $2.8 million, or $0.09 per diluted share, up from $1.3 million, or $0.04, a year earlier, while total revenue fell to $48.3 million from $49.1 million. Fourth-quarter revenue of $12.1 million and net income of $666,000 were both below the prior-year quarter, which included a $1.1 million favorable Scite earnout adjustment, so shareholders see a mixed picture of annual profit growth alongside shrinking sales.
Fiscal 2026 net income was $2.8 million, or $0.09 per diluted share, versus $1.3 million, or $0.04, in fiscal 2025.
Fiscal 2026 total revenue was $48.3 million versus $49.1 million; transaction revenue fell to $27.5 million from $30.1 million.
Fourth-quarter net income was $666,000, or $0.02 per diluted share, versus $2.4 million, which included a $1.1 million Scite earnout adjustment.
B2B ARR rose 14.1% to $16.2 million, and total ARR rose 7.8% to $22.5 million as of June 30, 2026.
Wealthfront reported fiscal second quarter 2027 results for the period ended July 31, 2026. Revenue rose 1% year-over-year to $91.9 million, but GAAP diluted net income fell 49% to $17.6 million and diluted EPS fell to $0.10 from $0.24, mainly due to higher stock-based compensation tied to awards recognized after the December 2025 IPO. Total Platform Assets grew 12% to $99.0 billion, and the company said it surpassed $100 billion at the end of August.
Total revenue $91.9 million, up 1% from $91.1 million; GAAP net income $17.6 million versus $34.7 million
Stock-based compensation expense $16.4 million versus $1.6 million a year earlier; adjusted EBITDA $38.1 million, down 15%
Total Platform Assets $99.0 billion, up 12%; funded clients 1.51 million, up 14%
Company repurchased 3.3 million shares for approximately $30 million in the quarter
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.
SailPoint reported fiscal second quarter 2027 results for the period ended July 31, 2026, with total revenue up 17% year-over-year to $309 million and total ARR up 25% to $1.231 billion. The GAAP operating loss widened to $59 million from $41 million a year earlier, while adjusted income from operations rose to $63 million from $54 million. The company also gave fiscal 2027 revenue guidance of $1,265 million to $1,275 million and adjusted EPS guidance of $0.30 to $0.34.
Total revenue was $309 million, up 17% year-over-year; subscription revenue was $295 million, up 19%.
GAAP operating loss was $(59) million, or (19)% of revenue, versus $(41) million, or (15)%, in fiscal Q2 2026.
Adjusted income from operations was $63 million, or 20% of revenue, versus $54 million, or 20%, a year earlier.
Fiscal 2027 guidance: total revenue $1,265 million to $1,275 million; adjusted EPS $0.30 to $0.34; Q3 revenue $326 million to $330 million.
Jersey Mike's reported second-quarter 2026 results for the 13 weeks ended June 28, 2026, with total revenue up 10% year over year to $208 million and same-store sales up 2.3%. Net income fell to $37 million from $59 million, while Adjusted EBITDA rose 7% to $114 million. The company also gave full-year 2026 guidance, which for shareholders sets targets for same-store sales, store growth and Adjusted EBITDA.
Total revenue rose 10% to $208 million; systemwide sales rose 10% to $1.210 billion
Net income was $37 million versus $59 million a year earlier, including a $14 million gain on sale of company-owned stores
Adjusted EBITDA rose 7% to $114 million, including a $10 million net adverse impact from advertising fund timing
Full-year 2026 outlook: same-store sales growth of 2.5-3.0%, net unit growth of at least 8%, Adjusted EBITDA growth of at least 20%
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
Mission Produce reported fiscal third-quarter 2026 results for the quarter ended July 31, 2026. Revenue rose 26% to $450.0 million, but the company posted a net loss attributable to Mission Produce of $6.5 million, or $(0.08) per diluted share, including $25.4 million of pre-tax Calavo acquisition-related costs, compared with income of $14.7 million, or $0.21 per share, a year earlier. The company reaffirmed its second-half fiscal 2026 Adjusted EBITDA outlook of $84 million to $88 million and raised its estimated annualized Calavo synergy opportunity to more than $30 million.
Revenue $450.0 million, up 26%; avocado volume up 38% and per-unit prices down 9%
Net loss attributable to Mission Produce $6.5 million, or $(0.08) per diluted share, versus income of $14.7 million, or $0.21, a year earlier
Adjusted net income $15.0 million, or $0.18 per diluted share, versus $18.2 million, or $0.26, a year earlier
Second-half fiscal 2026 Adjusted EBITDA outlook of $84 million to $88 million reaffirmed; fourth-quarter Adjusted EBITDA expected at $52 million to $55 million
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.
eGain reported fiscal 2026 total revenue of $91.1 million, up 3% from $88.4 million, but full-year GAAP net income fell to $8.9 million from $32.3 million, a year that included a roughly $29.0 million tax benefit. Fourth-quarter revenue declined 5%, and the company guided fiscal 2027 total revenue to $84.5 million to $86.0 million and a GAAP net loss of $2.0 million to $3.0 million, which points to lower revenue and a GAAP loss for shareholders in the coming year.
Q4 fiscal 2026 total revenue was $22.2 million, down from $23.2 million in Q4 fiscal 2025; Q4 GAAP net income was $1.3 million, or $0.05 per diluted share, versus $30.9 million a year earlier.
Full-year fiscal 2026 non-GAAP net income was $13.0 million, or $0.47 per diluted share, up from $5.7 million; GAAP net income was $8.9 million, or $0.32 per diluted share.
Fiscal 2027 guidance: total revenue of $84.5 million to $86.0 million and GAAP net loss of $2.0 million to $3.0 million, or $0.08 to $0.11 per share.
During fiscal 2026 the company repurchased about 1,607,000 shares at an average price of $7.16, totaling $11.5 million.
Guidewire reported fourth-quarter and fiscal 2026 results for the year ended July 31, 2026, with fiscal-year revenue up 23% to $1,475.4 million and fourth-quarter GAAP net income down to $31.4 million from $52.0 million. The company also said Chief Accounting Officer David Peterson will retire effective November 4, 2026, and that CFO Jeff Cooper is expected to take over the principal accounting officer duties, subject to board appointment.
Fiscal 2026 GAAP diluted EPS was $1.63, up from $0.81; fourth-quarter GAAP diluted EPS was $0.38, down from $0.60.
Fourth-quarter total revenue was $411.1 million, up 15%; fourth-quarter GAAP net income was hurt by a $24.0 million foreign currency loss.
Outlook for fiscal 2027 total revenue is $1,707 million to $1,727 million.
Peterson's retirement takes effect November 4, 2026; he is not leaving over any disagreement with the company.
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.
Red River Bancshares filed an investor presentation for September 2026 conferences that includes its second-quarter 2026 results as of June 30, 2026. Net income was $11.8 million and diluted EPS was $1.78, both slightly lower than in the first quarter of 2026 but higher than in the second quarter of 2025.
Net income of $11.8 million in 2Q26, versus $12.0 million in 1Q26 and $10.2 million in 2Q25
Diluted EPS of $1.78 in 2Q26, versus $1.81 in 1Q26 and $1.51 in 2Q25; the filing says 1Q26 included about $590,000 of periodic items that added $0.07 to EPS
Net interest margin (FTE) rose 10 basis points to 3.61%, and net interest income was $29.0 million
Quarterly cash dividend of $0.25 per share; total assets were $3.31 billion and deposits were $2.91 billion as of June 30, 2026
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.
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.