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).
Docusign reported second-quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue of $875.7 million, up 9% year over year, and GAAP diluted earnings of $0.40 per share versus $0.30 a year earlier. The company raised its fiscal 2027 outlook, now expecting revenue of $3,499 million to $3,507 million and annual recurring revenue growth of 8.50% to 9.00%, which signals a stronger expected year for shareholders.
Second-quarter revenue was $875.7 million, up 9% year over year, including about a 1.3% benefit from foreign exchange rates.
GAAP diluted net income per share was $0.40 versus $0.30; non-GAAP diluted net income per share was $1.16 versus $0.92.
Fiscal 2027 revenue guidance is $3,499 million to $3,507 million, with ARR growth guided to 8.50% to 9.00%.
Stock repurchases were $306.5 million in the quarter, compared with $201.5 million a year earlier.
Oxford Industries reported fiscal 2026 second-quarter net sales of $394 million, down from $403 million a year earlier, and GAAP diluted EPS of $3.25, which includes a $2.07 tariff refund impact. Adjusted EPS rose to $1.34 from $1.26, but the company lowered its fiscal 2026 sales and adjusted EPS guidance, citing softness at Lilly Pulitzer and consumer pressure. For shareholders, the guidance cut outweighs the quarter's adjusted profit gain, though the company declared a $0.70 quarterly dividend.
Q2 fiscal 2026 net sales were $394 million versus $403 million, with Lilly Pulitzer down 5.6% and Johnny Was down 8.8%
GAAP diluted EPS was $3.25 versus $1.12; adjusted EPS was $1.34 versus $1.26
Fiscal 2026 adjusted EPS guidance is now $1.60 to $2.00, versus $2.11 in fiscal 2025; net sales guidance is $1.43 billion to $1.47 billion
Board declared a $0.70 quarterly dividend payable October 30, 2026, to holders of record on October 16, 2026
Asana reported second quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue of $216.4 million, up 10% year over year and above the high end of its guidance. The company raised its full-year revenue and non-GAAP operating margin guidance, while its GAAP net loss narrowed to $39.2 million from $48.4 million a year earlier.
Revenue of $216.4 million, up 10% year over year, exceeded the high end of the company's guidance.
GAAP net loss of $39.2 million, or $0.17 per share, compared with a loss of $48.4 million, or $0.20 per share, a year earlier.
Non-GAAP operating income of $21.8 million, or 10% of revenue, compared with $14.0 million, or 7%, a year earlier.
Fiscal 2027 revenue outlook raised to $858.5 million to $863.5 million, representing growth of 9%.
Toro reported fiscal third-quarter 2026 results for the period ended July 31, 2026, with net sales up 8.4% to $1.23 billion and GAAP diluted EPS of $0.81, up from $0.54. The company raised its full-year net sales growth and adjusted EPS guidance, which matters to shareholders because it signals higher expected results for fiscal 2026.
Third-quarter net sales were $1.23 billion, up 8.4% year over year; GAAP diluted EPS was $0.81 versus $0.54, and adjusted diluted EPS was $1.33 versus $1.24.
Full-year fiscal 2026 net sales growth guidance was raised to 6.3% to 6.6%, from 4.0% to 6.5%.
Full-year adjusted EPS guidance was raised to $4.60 to $4.65, from $4.50 to $4.62.
Toro returned $110 million to shareholders in the quarter, bringing the year-to-date total to $471 million.
Ciena reported fiscal third quarter 2026 revenue of $1.67 billion, up 37% from a year earlier, with GAAP diluted EPS of $1.83 versus $0.35 and adjusted EPS of $2.11 versus $0.67. The company raised its fiscal 2026 revenue guidance to $6.42 billion plus or minus $50 million, which points to continued sales growth for shareholders.
Q3 fiscal 2026 revenue was $1.67 billion, compared with $1.22 billion in Q3 fiscal 2025
GAAP diluted EPS was $1.83 and adjusted EPS was $2.11, compared with $0.35 and $0.67 a year earlier
Fiscal Q4 2026 revenue guidance is $1.75 billion plus or minus $50 million
Fiscal 2026 revenue guidance was raised to $6.42 billion plus or minus $50 million, a 35% increase at the midpoint
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.