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).
In an Investor Day presentation furnished under Form 8-K, Salesforce reiterated its FY27 revenue guidance at the high end of $46.1 billion to $46.4 billion and set a FY30 revenue target of $63 billion-plus. The company also disclosed a $25 billion accelerated share repurchase, which it expects to reduce its share count by at least 14%, a step that matters to shareholders because it returns capital and lifts per-share metrics.
FY27 revenue guidance is the high end of $46.1 billion to $46.4 billion, as of August 2026.
FY27 non-GAAP operating margin guidance is 34.3%, compared with 34.1% in FY26.
The $25 billion accelerated share repurchase is described as the company's largest ever, with an expected average share price of $182.
The FY30 revenue target of $63 billion-plus was stated as of May 2026 and includes Informatica.
Fluence Energy lowered its fiscal 2026 guidance on September 16, 2026, citing delays in ramping up its Houston contract manufacturing facility and continuing supply chain issues affecting U.S. production. Revenue is now expected at about $2.4 billion, down from a prior guidance midpoint of about $3.0 billion, and the adjusted EBITDA loss is now expected at about $200.0 million, versus a prior midpoint loss of about $10.0 million. The company also named Bernerd Da Santos as executive vice president and chief operating officer, and management plans to provide a fiscal 2027 business plan when it reports fiscal 2026 results.
Fiscal 2026 revenue guidance now approximately $2.4 billion, versus a prior midpoint of approximately $3.0 billion.
Fiscal 2026 adjusted EBITDA loss now approximately $200.0 million, versus a prior midpoint loss of approximately $10.0 million.
The company cites delays in the ramp-up of its Houston contract manufacturing facility; the contract manufacturer has implemented corrective actions that have increased daily production.
Bernerd Da Santos, formerly of AES, took the chief operating officer role effective September 15, 2026; Peter Williams, senior vice president and chief product officer, was terminated on September 11, 2026.
AH Realty Trust filed its Q2 2026 investor presentation, which CEO Shawn Tibbetts and CFO Matthew Barnes-Smith will use in investor meetings starting September 16, 2026. The deck gives a revised 2026 outlook with higher same-store NOI growth ranges and reports leverage down to 7.1x after the $485 million multifamily portfolio sale. For shareholders, the filing shows lower debt and a larger buyback authorization, though it does not compare the quarter with prior-year results.
Revised 2026 FFO, As Adjusted per diluted share outlook of $0.53 to $0.57, or $52.3 million to $56.3 million in total FFO, As Adjusted.
Raised 2026 same-store cash NOI growth ranges: retail 2.50% to 3.50% and office 2.75% to 3.75%.
Net debt to total adjusted EBITDAre fell to 7.1x in 2Q26 from about 8.3x in 1Q26; target range is 5.5x to 6.5x.
Share repurchase authorization increased to $100 million; about 5.6 million shares repurchased for $33.2 million through June 30, 2026.
Oscar Health said it will raise its full year 2026 guidance for earnings from operations to $600 million to $800 million, up $100 million from its prior expectation, and narrow its medical loss ratio outlook to 81.0% to 82.0%. It will reaffirm total revenue guidance of $18.7 billion to $19.0 billion and its SG&A expense ratio range of 15.6% to 16.1%, and will discuss strategy and long-term financial targets at its Investor Day on September 16, 2026.
Earnings from operations guidance raised to $600 million to $800 million, from $500 million to $700 million.
Medical loss ratio guidance improved to 81.0% to 82.0%, from a prior 81.5% to 82.5%.
Total revenue ($18.7 billion to $19.0 billion) and SG&A expense ratio (15.6% to 16.1%) guidance reaffirmed; Investor Day webcast held September 16, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.