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).
Health In Tech said full-year 2026 revenue is expected to be about $33 million, roughly in line with 2025 revenue, and attributed the outlook mainly to the timing of several strategic initiatives. The company also launched HitRix, an AI-powered platform for large-group self-funded health insurance submissions, and said it expects HitRix and related initiatives to contribute more meaningfully beginning in 2027.
2026 revenue outlook of approximately $33 million, roughly in line with 2025 revenue
Outlook reflects timing of HitRix commercialization, the Three-Year Rate Stabilization Program and additional carrier capacity
HitRix platform launched September 30, 2026, for large-group self-funded health insurance workflows
Distribution ecosystem included 933 partners as of June 30, 2026, up 19.9% year over year
Gray Media updated its third-quarter 2026 guidance, raising its political advertising revenue outlook to $188 million to $195 million and lifting the low end of its total revenue range to $950 million. The company also lowered its corporate and administrative expense estimate to $30 million to $35 million, and said the update was provided in connection with lender meetings about a potential credit facility refinancing.
Political advertising revenue guidance raised to $188 million to $195 million, from $165 million to $185 million previously.
Total revenue guidance now $950 million to $965 million, up from $935 million to $965 million.
Total corporate and administrative expense guidance lowered to $30 million to $35 million, from $35 million to $40 million.
Gray expects no outstanding borrowings under its Revolving Credit Facility as of September 30, 2026, and will report third-quarter results on November 6, 2026.
BlackBerry reported results for the quarter ended August 31, 2026, with revenue up 26% year-over-year to $163.3 million and GAAP net income of $33.9 million, compared with $13.3 million a year earlier. The company also raised its fiscal 2027 revenue and adjusted EBITDA outlook, which gives shareholders updated guidance for the year ending February 28, 2027.
Revenue was $163.3 million, up 26% year-over-year; QNX revenue was $80.3 million, a record quarter for the segment.
GAAP net income was $33.9 million, positive for the sixth consecutive quarter; adjusted basic EPS was $0.07.
Fiscal 2027 total revenue guidance is $616 million to $636 million, and total adjusted EBITDA guidance is $141 million to $158 million.
Third-quarter fiscal 2027 revenue guidance is $143 million to $154 million, ending November 30, 2026.
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
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.
Beta Bionics said the FDA cleared its Mint patch pump and that it submitted a 510(k) application for its 3D Intelligence algorithm. It also lowered its 2026 full-year revenue estimate from $131 million to $136 million to $121 million to $126 million, citing a possible deferral of up to $10 million in the fourth quarter as new iLet users may wait for Mint. The filing also discloses a securities class action filed September 4, 2026, which the company says it intends to defend vigorously.
2026 total revenue estimate cut to $121 million to $126 million, from $131 million to $136 million; the company cites a deferral of up to $10 million in Q4 2026
Mint full U.S. commercial launch expected in Q1 2027, ahead of the previous target; manufacturing capacity of at least 1.5 million disposable units in 2027
Expected initial pharmacy coverage of about 40% of insured U.S. lives, rising to at least 50% within the first year of full commercialization
Holtzman v. Beta Bionics, Inc. securities class action filed September 4, 2026 in the Central District of California; potential loss not currently probable or estimable
Orion Energy Systems said a longtime US retailer customer made a follow-on commitment for a new LED lighting project estimated at $10 million to $15 million, and raised its fiscal 2027 revenue outlook to $100 million to $102 million from $95 million to $97 million. The company said the timing of individual purchase orders is uncertain, and that Q2 revenue is expected to fall from the previously announced Q1 revenue of $25.7 million.
FY 2027 revenue outlook raised to $100 million to $102 million, up from $95 million to $97 million
New retailer project estimated at $10 million to $15 million; most revenue expected in the second half of fiscal 2027, which ends March 31, 2027
Fiscal Q2 revenue expected to decrease compared with Q1 revenue of $25.7 million
Company continues to expect positive Adjusted EBITDA for the fiscal year as a whole
At its Capital Markets Day on September 15, 2026, Ingram Micro reaffirmed its fiscal third-quarter 2026 guidance and expects results at the high end of the range it gave in late July. The company also introduced a multiyear financial framework for fiscal 2026 through 2029, which it states is not guidance for any specific fiscal year.
Expects fiscal Q3 2026 results at the high end of the guidance range provided on its late-July second-quarter earnings call.
Long-term targets for fiscal 2026-2029E include net sales CAGR of about 4% to 6% and non-GAAP net income CAGR of about 11% to 13%.
Adjusted free cash flow to adjusted EBITDA is targeted at about 30% or more annually, and adjusted ROIC at about 16% to 17% on a four-year average.
In an investor update for the Barclays Global Financial Services Conference, PennyMac Financial said its production segment pretax income is expected to be lower than in 2Q26, mainly due to lower pull-through adjusted lock volume after mortgage rates rose 50 basis points from June 30. It expects servicing segment pretax income to be higher than 2Q26, while corporate pretax loss is expected to be similar to 3Q25, so shareholders face a mix of weaker production and stronger servicing expectations.
Total acquisitions and originations were $16.6 billion quarter-to-date through 8/31/26, versus $34.9 billion in 2Q26.
Production revenue margin is expected at 75 to 85 basis points, compared with 77 basis points in 2Q26.
Servicing realization of MSR cash flows is expected to decline 10% or more due to lower prepayment speeds.
Owned servicing portfolio was $503 billion in unpaid principal balance, up from June 30.
Kroger reported second-quarter 2026 sales of $34.6 billion, up from $33.9 billion a year earlier, and GAAP earnings of $1.05 per diluted share versus $0.91. The company kept its full-year 2026 adjusted EPS guidance of $5.10 to $5.30 but lowered its identical sales without fuel guidance to 0.2% to 0.8% from 1.0% to 2.0%, and adjusted FIFO operating profit fell slightly year over year.
Q2 2026 adjusted EPS was $1.09 versus $1.04 a year earlier; adjusted FIFO operating profit was $1,076 million versus $1,091 million.
Identical sales without fuel rose 0.2% in the quarter, compared with 3.4% a year earlier.
Full-year 2026 adjusted EPS guidance of $5.10 to $5.30 was reaffirmed; identical sales guidance was cut to 0.2% to 0.8%.
Kroger repurchased $1.0 billion of shares in the quarter, with about $800 million left on the $2 billion authorization, and will host an investor update on October 20, 2026.
Designer Brands reported second-quarter 2026 results for the quarter ended August 1, 2026, with net sales down 1.2% to $730.6 million but net income attributable to the company rising to $17.6 million, or $0.31 per diluted share, from $10.5 million, or $0.21, a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance to $0.47-$0.52 from $0.28-$0.38, citing strong operating performance and a positive start to the third quarter.
Net sales fell 1.2% to $730.6 million; total comparable sales decreased 2.4%.
GAAP diluted EPS was $0.31 versus $0.21 last year; adjusted diluted EPS was $0.34 versus $0.33.
Full-year 2026 adjusted diluted EPS guidance raised to $0.47-$0.52 from $0.28-$0.38; net sales guidance raised to flat to up 1% from down 1% to up 1%.
Board approved a quarterly cash dividend of $0.05 per share, payable October 7, 2026 to holders of record on September 24, 2026.
Shoe Station Group reported second-quarter results for the period ended August 1, 2026, with net sales of $284.3 million, down from $306.4 million a year earlier, and net income of $6.3 million, or $0.23 per diluted share, versus $0.70 in the prior-year quarter. The company lowered its fiscal 2026 net sales and adjusted EPS guidance, which matters to shareholders because the company cites a more promotional footwear market and weaker assortments as pressures that it expects to continue through the rest of the year.
Q2 2026 net sales were $284.3 million versus $306.4 million, with comparable store sales down 7.1 percent.
Gross profit margin was 31.9 percent versus 38.8 percent in Q2 2025; net income was $6.3 million, or $0.23 per diluted share, versus $0.70.
Fiscal 2026 guidance now calls for net sales of $1.100 billion to $1.111 billion, GAAP EPS of $0.32 to $0.47, and adjusted EPS of $0.75 to $0.90.
Comparable store sales declined 2.7 percent in the four weeks ended August 29, 2026, an improvement from the Q2 decline of 7.1 percent.
8x8 posted an investor presentation on September 9, 2026, with first-quarter fiscal 2027 results and fiscal 2027 guidance given as of August 4, 2026. Revenue rose to a record, but the company's own guidance implies lower non-GAAP operating margin and operating profit for fiscal 2027 than fiscal 2026, and the term loan is due in August 2027.
Q1 fiscal 2027 total revenue of $190M, up 4.9% year over year; GAAP operating margin 2.3% and non-GAAP operating margin 9.9%.
Skillsoft reported second-quarter fiscal 2027 revenue of $98.2 million, down 3% from a year earlier, while its net loss narrowed 17% to $15.0 million. The company lowered its full-year revenue guidance to $380 million-$390 million from $388 million-$406 million, citing pressure in its consumer business, and kept its Adjusted EBITDA and free cash flow guidance unchanged. The Global Knowledge business was sold to Enduring Ventures in July 2026.
Q2 revenue was $98.2 million, down 3% from $101.2 million a year earlier.
Net loss improved to $15.0 million, or $1.67 per share, from $18.0 million, or $2.10 per share.
Full-year fiscal 2027 revenue guidance was cut to $380 million-$390 million; Adjusted EBITDA ($108 million-$116 million) and free cash flow ($14 million-$22 million) guidance were maintained.
Global Knowledge sale to Enduring Ventures was completed in July 2026.
Academy Sports and Outdoors reported second-quarter fiscal 2026 net sales of $1,647.3 million, up 3.0%, with comparable sales down 0.4%. The company raised its fiscal 2026 adjusted EPS guidance to $6.50 to $6.90 from $6.40 to $6.80, while keeping its sales guidance unchanged, which supports shareholders' expectations for earnings growth.
Q2 net sales of $1,647.3 million, up 3.0%; comparable sales fell 0.4%
Q2 adjusted diluted EPS of $2.31, up 19.1%; GAAP diluted EPS of $2.17, up 17.3%; net tariff refund benefit added $0.06 to EPS
Fiscal 2026 adjusted diluted EPS guidance raised to $6.50 to $6.90; sales guidance unchanged at $6,230 million to $6,355 million
Quarterly dividend of $0.15 per share, payable October 14, 2026, to holders of record on September 16, 2026
Flotek Industries raised its 2026 guidance for the second time this year, citing continued demand in international chemistry sales. Revenue is now expected at $360 million to $370 million and Adjusted EBITDA at $50 million to $54 million, up from the August 4, 2026 ranges. The company also reported second-quarter 2026 revenue of $99.4 million, up 70% from a year earlier.
2026 revenue guidance raised to $360 million-$370 million from $340 million-$350 million
2026 Adjusted EBITDA guidance raised to $50 million-$54 million from $47 million-$51 million
International chemistry sales in the second half of 2026 could exceed $40 million, versus $12.6 million in the first half
Q2 2026 net income was $10.0 million, compared with $1.8 million in Q2 2025
On September 8, 2026, Smithfield Foods updated its third quarter 2026 outlook ahead of the Barclays Global Consumer Staples Conference, citing further pressure on the fresh pork market spread and lower hog prices. The company now expects a Fresh Pork third quarter adjusted operating loss of $70 million to $90 million and total company third quarter adjusted operating income of $115 million to $175 million, while reaffirming its fiscal 2026 Packaged Meats outlook. Shareholders will receive updated full-year Fresh Pork, Hog Production and total company guidance with third quarter results.
Fresh Pork third quarter adjusted operating loss now expected at $70 million to $90 million, driven by industry spread compression.
Hog Production third quarter adjusted operating profit now expected at $25 million to $45 million, driven by lower hog prices.
Total company third quarter adjusted operating income expected at $115 million to $175 million.
Packaged Meats fiscal 2026 adjusted operating income outlook of $1.075 billion to $1.15 billion reaffirmed, unchanged from the prior range.
Philip Morris International furnished slides for a September 8, 2026 presentation by CEO Jacek Olczak at the Barclays Global Consumer Conference. The company raised its 2026 adjusted diluted EPS forecast to $8.35 to $8.50, a 10.7% to 12.7% increase, and says the change reflects currency only. Excluding currency, the forecast is $8.11 to $8.26, or 7.5% to 9.5% growth.
2026 adjusted diluted EPS forecast raised to $8.35 to $8.50 (10.7% to 12.7% growth), including a favorable currency impact of 24 cents
Excluding currency, the 2026 adjusted diluted EPS forecast is $8.11 to $8.26 (7.5% to 9.5% growth)
Q3 2026 adjusted diluted EPS forecast is $2.29 to $2.34, with 1 cent of favorable currency
Slides cite Japan consumer offtake recovery in line with expectations and October pricing confirmed
Philip Morris International said at its Barclays Global Consumer Conference presentation on September 8, 2026 that it raised its 2026 reported diluted EPS forecast to $7.28-$7.43, with the change reflecting currency only. All other forecast assumptions remain unchanged from those communicated on July 22, 2026, so the company's operating outlook is not changed by this filing.
Reported diluted EPS forecast raised to $7.28-$7.43; total 2026 adjustments of $1.07 per share, including a $0.33 non-cash impairment of the RBH equity investment
Adjusted diluted EPS forecast of $8.35-$8.50, a projected 10.7%-12.7% increase versus $7.54 in 2025; excluding currency, the range is $8.11-$8.26 (7.5%-9.5% growth)
Favorable currency impact now $0.24 per share (previously $0.15); Q3 adjusted EPS forecast updated to $2.29-$2.34 (previously an unfavorable 8 cents of currency impact, now a favorable 1 cent)
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
HPE reported fiscal third-quarter 2026 revenue of $12.2 billion, up 34% from a year earlier, with GAAP diluted EPS of $1.06 versus $0.21 a year earlier, both above its prior outlook. The company raised its full-year fiscal 2026 and fiscal 2027 outlooks and declared a quarterly dividend of $0.1425 per share, which matters to shareholders because it signals higher expected earnings and cash flow.
Q3 revenue was $12.2 billion, up 34%. Non-GAAP diluted EPS was $1.11, above the $0.88 to $0.93 outlook range.
Full-year fiscal 2026 GAAP diluted EPS outlook was raised to $2.93 to $3.03, and non-GAAP EPS to $3.75 to $3.85.
Free cash flow for fiscal 2026 is now expected to be at least $3.75 billion, and at least $5.0 billion for fiscal 2027.
Quarterly dividend of $0.1425 per share is payable October 16, 2026, to holders of record on September 17, 2026.
Albany International said it completed its strategic review of the Amelia Earhart Drive facility in Salt Lake City and will keep the site, following an amended CH-53K contract with Sikorsky and new business wins. The company also reversed part of a forward loss reserve from the third quarter of 2025 and raised its third-quarter 2026 adjusted EPS outlook to $1.40 to $1.50, while its net revenue outlook was unchanged.
The company will retain the Amelia Earhart Drive facility and end the strategic review; Guggenheim Securities served as its financial advisor.
It reversed a portion of the forward loss reserve recognized in Q3 2025 on the CH-53K contract, and the contract modification is expected to generate positive cash flow beginning in 2027.
Q3 2026 adjusted EPS outlook rose from $0.60 to $0.70 to $1.40 to $1.50; Q3 consolidated net revenue outlook remains $320 million to $330 million.
Q4 2026 outlook calls for consolidated net revenue of $325 million to $335 million and adjusted EPS of $0.65 to $0.75; investor webcast on September 2, 2026 at 8:30 a.m. ET.
Medtronic reported first quarter fiscal 2027 revenue of $9.8 billion, up 13.7% as reported and organically, and GAAP diluted EPS of $1.14 versus $0.81 a year earlier. The company raised its fiscal 2027 organic revenue growth guidance to 7.25% to 7.75% and its non-GAAP diluted EPS guidance to $5.94 to $6.00, both measures improving on the prior outlook.
Q1 revenue of $9.756 billion, up 13.7% as reported and organically; the extra fiscal week benefited organic growth by approximately $570 million, per the company
Q1 GAAP diluted EPS of $1.14, up 40.7%; non-GAAP diluted EPS of $1.45, up 15.1%
FY27 organic revenue growth guidance raised to 7.25% to 7.75% from 6.75% to 7.25%
FY27 non-GAAP diluted EPS guidance raised to $5.94 to $6.00 from $5.90 to $6.00
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.