504 material Form 8-K filings that 412 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).
Apogee Enterprises signed a Share Purchase Agreement on September 2, 2026, to acquire 100% of Latvian glass coatings provider Groglass through a newly formed subsidiary. The deal values Groglass at approximately €62.5 million on a cash-free, debt-free basis, including up to €10 million of earnout payments tied to financial targets over three years. The company expects to fund the deal with cash on hand and its existing credit facility, and closing is expected in its fiscal 2027 third quarter.
Price: up to €62.5 million (approximately $72.5 million), including up to €10 million (approximately $11.6 million) payable over three years if Groglass meets financial targets
Groglass is expected to contribute over $30 million in revenue in the first 12 months at an adjusted EBITDA margin of approximately 25%
Integration plan identifies at least $4 million of annualized cost synergies and operating improvement opportunities, expected within three years
Closing is subject to customary conditions and is expected in the third quarter of fiscal 2027
Sensient Technologies and its subsidiary Sensient Receivables entered into an amended trade receivables securitization program on August 31, 2026, adding PNC Bank as a purchaser and administrative agent. The facility limit rises from $105 million to $115 million, and the termination date moves to August 30, 2027. The filing describes a financing agreement and does not report any results or changes to earnings.
Facility limit increased from $105 million to $115 million
Termination date extended to August 30, 2027
PNC Bank added as a purchaser and administrative agent; Wells Fargo Bank remains a purchaser
Amendment dated August 31, 2026, filed as Exhibit 10.1
American Healthcare REIT (AHR) said Aric Chang, Chief Financial Officer, Real Estate at Public Storage, will become its CFO effective October 1, 2026, succeeding Brian Peay, who is retiring. Peay will remain CFO through September 30, 2026, and will then serve as a non-employee consultant through April 15, 2027. The filing describes a finance leadership change at the company, with no financial results or guidance included.
Aric Chang, age 47, joins as CFO effective October 1, 2026, after serving as CFO, Real Estate at Public Storage since May 2023
Chang's offer includes a $500,000 base salary, a target bonus of 100% of base salary, and a 2027 long-term incentive with a target grant date fair value of $1,000,000
Brian Peay, CFO since 2016 per the press release, retires effective September 30, 2026, and receives a $45,000 COBRA reimbursement and accelerated vesting of 18,159 restricted shares
Kroger appointed Mark Ibbotson, 63, as Executive Vice President and Chief Store Operations Officer, effective September 14, 2026. He previously held roles at Walmart U.S. and Asda, and has been a Senior Advisor for McKinsey & Company for the last four years. The filing sets his base salary at $1,000,000 and a current total target long-term equity value of $5 million.
Appointment made August 31, 2026; effective September 14, 2026.
Annual base salary of $1,000,000 and an incentive bonus target of 110% of base salary, pro-rated for 2026.
Equity package includes $1.25 million in restricted shares, $1.25 million in performance units under the 2026-2028 plan, and $1 million in restricted shares, all to be awarded in December 2026.
Prior experience at Walmart U.S. and Asda since 2004, including Executive Vice President of Central Operations and Realty.
Cal-Maine Foods entered a Second Amended and Restated Credit Agreement dated August 31, 2026, with BMO Bank N.A. as administrative agent, providing a senior unsecured revolving credit facility of up to $250 million. As of September 1, 2026, nothing had been borrowed under the facility and $5.9 million in standby letters of credit had been issued, and the facility matures August 31, 2031. The filing does not describe a new borrowing, but it sets the terms under which the company can borrow, including covenants that limit dividends and share repurchases.
Revolver of up to $250 million, with a $25 million sublimit for standby letters of credit and a $25 million sublimit for swingline loans
No amounts borrowed as of September 1, 2026; $5.9 million in standby letters of credit issued
Five-year term maturing August 31, 2031; amends and restates the credit agreement dated November 15, 2021
Covenants include a maximum Total Funded Debt to Capitalization Ratio of 50% tested quarterly and a minimum Tangible Net Worth of $1.5 billion plus 50% of consolidated net income (if positive) less permitted restricted payments
Hershey appointed Dave Hulays, currently Senior Vice President, Finance, as Senior Vice President and Chief Financial Officer, effective September 2, 2026, replacing Steven Voskuil, who will stay on as Senior Vice President, Strategic Projects until he retires in the first quarter of 2027. The filing describes a change in the company's principal financial officer and sets out Hulays's compensation, but it does not report any financial results.
Hulays has been with Hershey since March 2012 and served as Senior Vice President, Finance since May 2025.
Hulays's offer letter provides a base salary of $725,000 and a target long-term incentive of $2 million.
Hulays's target 2026 annual incentive is 85% of base salary until his appointment date and 100% thereafter.
Voskuil remains with the company as Senior Vice President, Strategic Projects until his retirement in the first quarter of 2027.
Murphy USA appointed Anish K. Shah as Vice President & Controller effective September 1, 2026, and he will also serve as principal accounting officer. Donald R. Smith, Jr., the Chief Financial Officer and Treasurer, stops serving as principal accounting officer on the same date.
Anish K. Shah, age 53, was appointed by the Board on August 31, 2026, effective September 1, 2026.
Shah's offer letter sets an annual base salary of $360,000, a 50% target cash bonus and an 80% target long-term equity award, as a percentage of base salary.
Shah will receive a one-time $25,000 cash sign-on bonus and is eligible for a relocation benefit under Company policy.
Shah previously was an Assurance Partner at PricewaterhouseCoopers LLP and retired from PwC in 2026.
Microsoft said on September 2, 2026 that it will replace its three reporting segments with two, Agents and Infra and Devices and Consumer, beginning in fiscal 2027. The filing restates prior-period results to the new structure and says the total company FY27 Q1 revenue outlook is unchanged, with the segment split adjusted mechanically.
Three segments (Productivity and Business Processes, Intelligent Cloud, More Personal Computing) become two: Agents and Infra, and Devices and Consumer, starting in FY27.
Restated FY26 revenue: Agents and Infra $268.1 billion and Devices and Consumer $63.7 billion, totaling $331.8 billion.
Adjusted FY27 Q1 outlook: Agents and Infra revenue of $75.15 to $75.75 billion and Devices and Consumer revenue of $14.7 to $15.2 billion; total company outlook shown as no change.
Azure, Microsoft 365 commercial cloud and LinkedIn metrics are redefined, with some revenue moved between product lines.
Lowe's appointed five executive officers, effective September 1, 2026, including a new chief information and AI officer and chief marketing officer. The company says the roles are meant to connect its Pro, digital, loyalty, fulfillment and Home Services capabilities and to speed up growth work. The filing gives no financial figures or compensation terms for the appointments.
Five executive vice president appointments were made on August 28, 2026, effective September 1, 2026.
Appointees include Joseph M. McFarland III (Pro and Home Services), Quonta D. Vance (Stores) and Seemantini Godbole (Chief Information and AI Officer).
Adam D. Filipponi takes the role of Strategy and Business Development, and Jennifer E. Wilson becomes Chief Marketing Officer.
The filing does not disclose compensation terms or any departing officers.
Broadcom reported unaudited third-quarter fiscal 2026 results for the quarter ended August 2, 2026, with revenue of $29.6 billion, up 86% from a year earlier, and GAAP diluted EPS of $2.68, up from $0.85. The company guided fourth-quarter revenue to approximately $34.8 billion, up 93% year over year, and declared a $0.65 per share quarterly dividend, which shareholders of record on September 21, 2026 will receive on September 30, 2026.
Q3 net revenue $29.6 billion, up 86% year over year; AI semiconductor revenue $16.7 billion, up 221%
GAAP net income $13.1 billion and diluted EPS $2.68 vs. $0.85 a year earlier; non-GAAP diluted EPS $3.32
Q3 free cash flow $13.7 billion; cash and cash equivalents $24.0 billion at quarter end
Q4 revenue guidance about $34.8 billion; quarterly dividend $0.65 per share payable September 30, 2026
PVH reported second quarter 2026 revenue of $2.097 billion, down 3% from the prior year and in line with its guidance. The company posted a GAAP loss of $(2.23) per share after a $439 million noncash goodwill impairment, while non-GAAP EPS of $3.70 exceeded its $3.00 to $3.10 guidance, helped by a $1.80 per share benefit from tariff refunds. PVH reaffirmed its full year 2026 revenue, operating margin and non-GAAP EPS outlook, and named Alexis Rollier as its new Chief Financial Officer.
Q2 revenue was $2.097 billion, down 3% year over year; EMEA fell 6% and Americas fell 1%
GAAP EPS was $(2.23), including a $439 million pre-tax noncash goodwill impairment; non-GAAP EPS was $3.70 versus $2.52 a year earlier
Non-GAAP EPS included about $1.80 per share from $107 million of tariff refunds
Full year 2026 non-GAAP EPS outlook reaffirmed at $11.80 to $12.10; Alexis Rollier named CFO
Five Below reported second-quarter fiscal 2026 net sales up 22.9% to $1.26 billion and raised its full-year 2026 sales and EPS outlook. GAAP diluted EPS of $3.99 includes a $163.6 million pre-tax benefit from IEEPA tariff refunds, while adjusted diluted EPS was $1.68. The board also approved a new $600 million share repurchase program.
Q2 net sales rose 22.9% to $1.26 billion; comparable sales rose 14.1%; adjusted diluted EPS was $1.68 versus $0.81 a year earlier
Full-year 2026 net sales outlook raised to $5.63 billion to $5.71 billion from $5.40 billion to $5.48 billion; adjusted diluted EPS outlook raised to $9.83 to $10.31 from $8.65 to $9.05
Board approved on August 29, 2026 a repurchase program of up to $600 million, replacing remaining capacity under the November 27, 2023 program
AIG said Executive Chair Peter Zaffino will leave his Executive Chair role and the Board effective September 15, 2026, and become a Senior Advisor to CEO Eric Andersen. Lead Independent Director John Rice will become Board Chair on the same date. The company said the move is not due to any disagreement with management, the Board, or on its operations, policies or practices, and that Zaffino's pay is unchanged under an amended employment agreement.
Peter Zaffino steps down as Executive Chair and Board member effective September 15, 2026, and becomes Senior Advisor to the CEO.
John Rice, Lead Independent Director since January 2023 and a Board member since March 2022, becomes Board Chair effective September 15, 2026.
An amendment to Zaffino's employment agreement, dated September 1, 2026, confirms no change to his compensation under the agreement.
The full amendment will be filed as an exhibit to the Form 10-Q for the quarter ended September 30, 2026.
On September 1, 2026, Coinbase Global increased its board from nine to ten directors and appointed Anthony Armstrong, effective immediately, to serve on the Audit and Compliance Committee. The filing describes routine director terms and compensation under the existing non-employee director program, with no financial results or guidance included.
Board size increased from nine to ten directors on September 1, 2026, and Anthony Armstrong appointed effective immediately
Armstrong will serve on the Audit and Compliance Committee until the 2027 annual meeting or until a successor is elected
Compensation follows the non-employee director program; Coinbase also entered its standard indemnification agreement with him
Argan reported record second-quarter fiscal 2027 results for the three months ended July 31, 2026, with revenue up 61.5% year over year to $384.0 million and net income of $53.3 million, or $3.76 per diluted share, versus $2.50 a year earlier. Project backlog fell to about $2.5 billion from $2.9 billion at January 31, 2026, and the company reported no debt, which may matter to shareholders assessing future revenue visibility.
Q2 revenue rose $146.2 million to $384.0 million; gross margin was 19.3% versus 18.6% a year earlier
Diluted EPS was $3.76 versus $2.50; quarterly cash dividend per share was $0.500 versus $0.375
Project backlog was about $2.5 billion at July 31, 2026, down from $2.9 billion at January 31, 2026
Cash, cash equivalents and investments totaled $1.03 billion, and the company reported no debt
Vail Resorts board member Sue Decker told the board she will not seek reelection when her term ends at the 2026 Annual Meeting of Stockholders, after eleven years of service. The company said her decision was not due to any disagreement with the company, and the board will shrink to nine members at that meeting, with a search for a new independent director underway.
Sue Decker informed the board on September 2, 2026 that she will not stand for reelection
Her term ends at the 2026 Annual Meeting of Stockholders; she will serve on the Compensation Committee until then or until the board decides otherwise
Board size will fall to nine members effective at the 2026 Annual Meeting, with a new independent director expected in early 2027 to return it to ten
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.
NetApp reported first-quarter fiscal 2027 net revenues of $2.03 billion, up 30% from a year earlier, with GAAP earnings per share of $1.88 versus $1.15 and non-GAAP earnings per share of $2.58 versus $1.55. The company raised its full-year fiscal 2027 revenue and earnings per share guidance, but operating cash flow of $503 million and free cash flow of $401 million both declined year over year.
Net revenues $2.025 billion vs. $1.559 billion; GAAP net income $375 million vs. $233 million
Full-year fiscal 2027 net revenue guidance $7.975 billion to $8.225 billion; non-GAAP EPS guidance $9.73 to $10.03
Net cash from operating activities $503 million, down 25%; free cash flow $401 million, down 35%
Next quarterly dividend of $0.52 per share payable October 28, 2026, to holders of record October 9, 2026
NXP B.V., a wholly owned subsidiary of NXP Semiconductors, signed a $250.0 million unsecured senior loan facility with the European Investment Bank on September 1, 2026. Proceeds are expected to fund an expansion of an existing back-end semiconductor assembly and test facility in Kuala Lumpur, Malaysia, and the loan is guaranteed by the parent company and two indirect subsidiaries.
Facility size: $250.0 million unsecured senior loan from European Investment Bank, signed September 1, 2026
Use of proceeds: expansion of an existing assembly and test facility in Kuala Lumpur, Malaysia
Borrowings may be in U.S. dollars or euros, at fixed or floating rates, with a maximum tenor of six years
A potential second facility agreement may be entered into in due course
Director James G. Pratt retired from Heartland Express's Board effective immediately on September 1, 2026, and the filing states the decision was not due to any disagreement with management, the Board, or the company's operations, policies, or practices. The board also reassigned committee roles, with Brenda S. Neville taking Pratt's seat on the Audit and Risk Committee and Amanda M. Hupfeld becoming committee chairperson.
James G. Pratt retired from the Board effective September 1, 2026, after about 20 years of service
No disagreement with management, the Board, or company operations, policies, or practices was cited
Brenda S. Neville replaced Pratt on the Audit and Risk Committee effective September 1, 2026
Amanda M. Hupfeld became Chairperson of the Audit and Risk Committee
Associated Banc-Corp said its general counsel and corporate secretary, Randall J. Erickson, will retire effective October 13, 2026, after more than 14 years in the role. Angela M.W. Kelley, 45, will succeed him in the position on the same date, reporting directly to CEO Andy Harmening. The filing describes a planned succession with a transition period through the end of 2026.
Randall J. Erickson, 67, retires as executive vice president, general counsel and corporate secretary effective October 13, 2026, and stays in an advisory role through the end of 2026.
Angela M.W. Kelley, 45, becomes executive vice president, general counsel and corporate secretary on October 13, 2026, based in Milwaukee.
Kelley previously was CEO of Diversity Lab/Talent Multipliers since 2025 and general counsel at PacWest Bancorp (2021 to 2023) and NBT Bancorp (2019 to 2021).
ExlService Holdings said its president and head of Insurance, Healthcare and Life Sciences, Vivek Jetley, will resign effective October 26, 2026 to become chief executive of Hexaware Technologies Limited. The filing says the departure was not due to any disagreement with the company, and his duties will be taken over by other members of management.
Vivek Jetley notified the company on August 31, 2026 of his resignation, effective October 26, 2026.
He will remain in his current role and help with an orderly transition until his departure.
Chairman and CEO Rohit Kapoor thanked Jetley and said the company has a deep bench of talent.
The filing states the resignation did not result from any disagreement with the company, its board or management.
REX American Resources reported fiscal second-quarter 2026 results for the three months ended July 31, 2026. Net sales and revenue rose to $168.5 million from $158.6 million, and net income attributable to REX shareholders rose to $34.9 million from $7.1 million, helped by $18.4 million of production tax credit income. The results show higher earnings per share for shareholders, with the company also noting progress on its One Earth carbon capture project.
Diluted net income per share attributable to REX common shareholders was $1.06, compared with $0.22 in the second quarter of 2025, on 33,090,000 diluted weighted average shares.
Net sales and revenue were $168.5 million, compared with $158.6 million, primarily reflecting improved pricing.
Gross profit was $53.3 million, compared with $14.3 million, including $18.4 million of production tax credit income.
As of July 31, 2026, REX had $379.5 million of cash, cash equivalents and short-term investments and no bank debt; the EPA issued draft permits for three Class VI injection wells on August 17, 2026.
Brown-Forman reported first quarter fiscal 2027 results for the period ended July 31, 2026, with net sales down 1% to $911 million and operating income down 3% to $252 million. Diluted earnings per share rose 6% to $0.38, and the company reaffirmed its full fiscal 2027 outlook, which calls for approximately flat organic net sales and a 3% to 5% decline in organic operating income.
Net sales fell 1% to $911 million, with organic net sales also down 1%, driven by the end of the Korbel relationship and lower used barrel sales.
Operating income fell 3% to $252 million, and operating margin declined 50 basis points to 27.7%.
Diluted EPS rose 6% to $0.38, aided by lower non-operating postretirement expense and share repurchases made in the prior year.
Fiscal 2027 outlook reaffirmed: organic net sales approximately flat, organic operating income down 3% to 5%, and a regular quarterly dividend of $0.2310 per share payable October 1, 2026.
G-III reported second-quarter fiscal 2027 net sales down 10% to $554.1 million, while GAAP diluted earnings per share rose to $0.46 from $0.25, helped by a 440 basis point gain in gross margin. The company said it raised its fiscal 2027 net income guidance excluding Marc Jacobs, which it completed on September 1, 2026, and expects the acquisition to be slightly dilutive in fiscal 2027. Shareholders face a lower sales and earnings outlook than fiscal 2026 on the company's own figures, offset in part by margin gains and the addition of a brand the company targets for $1 billion in long-term annual revenue.
Second-quarter net sales fell 10% to $554.1 million from $613.3 million; gross margin rose to 45.2% from 40.8%.
Second-quarter GAAP diluted EPS was $0.46 vs. $0.25; non-GAAP diluted EPS was $0.26 vs. $0.25.
Fiscal 2027 guidance excluding Marc Jacobs: net sales of about $2.71 billion vs. $2.96 billion in fiscal 2026; non-GAAP diluted EPS of $2.20 to $2.30 vs. $2.61.
Marc Jacobs acquisition closed September 1, 2026; G-III owns 50% of the joint venture that holds the brand's intellectual property with WHP Global.
Sprinklr reported second-quarter fiscal 2027 results for the period ended July 31, 2026, with total revenue up 1% year-over-year to $213.7 million. GAAP net income per diluted share fell to $0.03 from $0.05, and the company issued updated full-year fiscal 2027 guidance, including total revenue of $866.5 million to $868.5 million. The filing does not state whether the updated guidance is above or below prior guidance.
Q2 total revenue was $213.7 million, up from $212.0 million a year earlier; subscription revenue was $194.8 million, up 3%.
Q2 GAAP operating income was $10.0 million, down from $16.3 million; GAAP diluted EPS was $0.03 versus $0.05.
Non-GAAP diluted EPS was $0.11 versus $0.13 a year earlier; Q2 free cash flow was $13.1 million.
Updated fiscal 2027 guidance (year ending January 31, 2027): total revenue $866.5 million to $868.5 million; non-GAAP EPS of approximately $0.47.
Ollie's reported second-quarter fiscal 2026 net sales up 9.1% to $741.3 million and diluted EPS of $1.42, up from $0.99, with tariff refunds boosting gross margin. Comparable store sales fell 1.8%, and the company lowered its fiscal 2026 net sales and comparable store sales outlook while raising its EPS outlook.
Net sales rose 9.1% to $741.3 million; comparable store sales declined 1.8% against a 5.0% increase a year earlier.
Diluted EPS was $1.42 versus $0.99; IEEPA tariff refunds benefited gross margin by 380 basis points.
Fiscal 2026 net sales outlook lowered to $2.928 to $2.941 billion from $2.980 to $3.000 billion; comparable store sales growth now 0% to 0.5%.
Adjusted EPS outlook raised to $4.57 to $4.65 from $4.45 to $4.55; share repurchase outlook raised to about $175 million from about $125 million.
Vertiv agreed to acquire Utility Innovation Holdings, which operates as UtilityInnovation Group (UIG), a microgrid and power architecture provider for data centers, for about $1.45 billion in upfront cash plus up to $1.15 billion in additional cash tied to EBITDA targets. The company expects to fund the deal from existing resources and to close in the fourth quarter of 2026, subject to regulatory approval, and expects the deal to be accretive to adjusted earnings per share in the first year after completion.
Upfront cash of about $1.45 billion at closing, subject to customary adjustments for working capital, indebtedness and transaction expenses
Up to $1.15 billion in additional cash, payable in two tranches if EBITDA targets over 12- and 24-month periods are met
Purchase price represents about 13x expected UIG 2027 EBITDA; Vertiv expects accretion to adjusted EPS in the first year
Expected to close in the fourth quarter of 2026 after the Hart-Scott-Rodino waiting period and other customary conditions
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.