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).
Stitch Fix reported fourth quarter and full fiscal 2026 results, with revenue up 4.2% in the quarter and 6.4% for the year, and a narrower net loss than a year earlier. The company expects fiscal 2027 revenue of $1.310 billion to $1.360 billion, a decline of 2.8% to growth of 0.9%, citing a more challenging consumer environment and a lower active client base, which weighs on shareholder expectations for growth.
Q4 fiscal 2026 net revenue was $324.4 million, up 4.2% year-over-year, with a net loss of $2.1 million versus $8.6 million a year earlier.
Full fiscal 2026 net revenue was $1.35 billion, up 6.4%, with a net loss of $12.6 million versus $28.7 million; gross margin was 43.7%, down 70 basis points.
Fiscal 2027 net revenue outlook is $1.310 billion to $1.360 billion, or (2.8)% to 0.9% year-over-year; Q1 fiscal 2027 outlook is $323 million to $328 million, or (5.6)% to (4.1)%.
Active clients were 2.277 million at August 1, 2026, down 1.4% year-over-year; the company cited shipment timing and an August post-checkout offer flow change that reduced Fix volume in Q1.
Aurora Innovation held its Analyst and Investor Day in Dallas and furnished a press release and presentation under Item 7.01. The company outlined a 2030 vision and near-term estimates, including FY26 revenue of $14-16 million and a targeted breakeven gross margin on a run-rate basis in 1H 2027 at about 500 trucks. The filing presents these as targets and estimates, not reported results, so shareholders will need later filings to measure progress.
FY26 revenue estimate of $14-16 million, with an exit 2026 revenue run-rate estimate of $80 million
Targets 200 driverless trucks in operation by exit 2026 and more than 1,000 by exit 2027
2030 vision: more than 30,000 driverless trucks, $5 billion-plus projected annual revenue and about 60% target gross margin
Targets breakeven gross margin on a run-rate basis in 1H 2027 at about 500 trucks
McDonald's unveiled its McDonald's > NEXT strategy and multi-year financial targets, running through 2030, in a press release tied to its Investor Day on September 23, 2026. The company plans about $8.5 billion in total NEXT partnering support for franchisees through 2036, including about $5 billion through 2030, and says the targets are meant to drive growth and efficiency for shareholders.
Targets 1.5 percentage points of share gains in both chicken and beverage by 2030 while maintaining beef market share leadership
Targets an operating margin in the low-to-mid 50% range by 2030 and about 250 basis points of gross restaurant-level efficiency gains
Plans about $8.5 billion in total NEXT partnering support through 2036, including about $5 billion through 2030, via rent relief and capital support
Expects about $3 billion of annual baseline capital expenditures from 2027 through 2030, plus $1.5 billion to $2 billion of cumulative capital partnering support
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.