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).
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
On September 1, 2026, INNOVATE completed the merger of HC2 Broadcasting Holdings into a CONX subsidiary, giving CONX a 75% ownership interest and control of HC2, while INNOVATE keeps 25%. The $105 million bridge loan, including accrued interest, was extinguished, and INNOVATE will no longer control its Broadcasting segment, though it retains a minority stake and an option to buy up to an additional 15%.
CONX holds 75% of HC2 and INNOVATE holds 25%, subject to possible post-closing adjustments.
CONX committed up to $75 million of equity to HC2, with about $3.7 million funded at closing.
The $105 million bridge loan facility and accrued interest were extinguished at closing.
INNOVATE's Innovate Director holds one of three board seats; CONX affiliates appoint the majority.
Attovia Therapeutics reported a second quarter 2026 net loss of $20.7 million, up from $14.4 million a year earlier, as research and development expenses rose to $18.9 million. The company recorded $0.5 million of collaboration revenue, compared with none in the prior-year quarter. The company said its cash, plus about $305.4 million of net proceeds from its August 2026 IPO, will fund operations into 2030.
Net loss of $20.7 million for the quarter ended June 30, 2026, vs. $14.4 million a year earlier; net loss per share of $4.88 vs. $3.71
Collaboration revenue of $0.5 million, vs. none in Q2 2025, tied to the EndPath RadioTherapeutics license agreement
R&D expenses of $18.9 million vs. $13.6 million; G&A expenses of $3.3 million vs. $3.0 million
Cash, cash equivalents and marketable securities of $115.1 million at June 30, 2026, vs. $152.3 million at December 31, 2025; IPO net proceeds of about $305.4 million
C3 AI reported fiscal first quarter 2027 results for the quarter ended July 31, 2026. Revenue fell from $70.3 million a year earlier, while the GAAP net loss narrowed to $92.8 million and free cash flow turned positive at $2.1 million. The company guided second-quarter revenue to $51.0 million to $55.0 million and full-year fiscal 2027 revenue to $210.0 million to $240.0 million.
Total revenue was $52.4 million, compared with $70.3 million in the same quarter a year earlier.
GAAP net loss per share was $(0.60), versus $(0.86) a year earlier; non-GAAP net loss per share was $(0.20), versus $(0.37).
Free cash flow was $2.1 million, compared with negative $34.3 million a year earlier; cash and marketable securities totaled $651.1 million.
Full-year fiscal 2027 revenue guidance is $210.0 million to $240.0 million, and second-quarter guidance is $51.0 million to $55.0 million.
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
Netskope reported second-quarter fiscal 2027 revenue of $220.5 million, up 29% from a year earlier, and annual recurring revenue of $899 million, up 27%. GAAP net loss rose to $110.8 million from $90.3 million, though GAAP loss per share narrowed to $0.27 from $0.84 because of a higher share count, and it also gave full-year revenue guidance of $888 million to $892 million.
Q2 revenue $220.5 million, up 29% year-over-year from $170.8 million
GAAP loss from operations $89.8 million, versus $46.0 million a year earlier
Non-GAAP net loss $13.7 million, or $(0.03) per share, versus $(0.32) a year earlier
Q3 revenue guidance $227 million to $229 million; full-year revenue guidance $888 million to $892 million
Snowflake reported second-quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue of $1.55 billion, up 35% year over year. It raised full-year fiscal 2027 product revenue guidance to $6,070 million, up from $5,840 million, and raised non-GAAP operating margin guidance to 14.5%. The quarter also included a GAAP operating loss of $263.0 million, which shareholders should weigh against the growth and guidance increase.
Q2 revenue was $1.55 billion, up 35% year over year; product revenue was $1.49 billion, up 37%.
Full-year fiscal 2027 product revenue guidance was raised to $6,070 million (36% growth) from $5,840 million (31% growth).
Full-year non-GAAP operating margin guidance was raised to 14.5% from 13.5%.
Q2 GAAP operating loss was $263.0 million (negative 17.0% margin); non-GAAP operating income was $237.0 million (15.3% margin).
Scribe Therapeutics reported second quarter 2026 results for the period ended June 30, 2026. Net loss narrowed to $6.5 million from $9.9 million a year earlier, but collaboration revenue fell to $1.9 million from $4.9 million. The company said its July 2026 IPO and concurrent Sanofi private placement, with about $140.6 million of net proceeds, extend its funding into the first half of 2029.
Net loss of $6.5 million, or $2.62 per share, versus $9.9 million, or $4.08 per share, a year earlier
Collaboration revenue of $1.9 million versus $4.9 million; research and development expenses of $8.8 million versus $13.9 million
Cash, cash equivalents and marketable securities of $43.0 million at June 30, 2026, plus about $140.6 million of net IPO and private placement proceeds
TOMI Environmental Solutions reported that holders converted convertible notes with an aggregate principal amount of $2,475,000 into 1,649,989 shares of common stock as of September 1, 2026. As a result, shareholders' equity is approximately $3.8 million, above the $2.5 million Nasdaq requirement, but the company says there is no assurance the Nasdaq Hearings Panel will deem it compliant.
Convertible notes with $2,475,000 aggregate principal converted into common stock as of September 1, 2026
Company issued 1,649,989 shares of common stock upon conversion
Shareholders' equity of approximately $3.8 million exceeds the $2.5 million requirement under Nasdaq Listing Rule 5550(b)(1)
Company states there can be no assurances the Nasdaq Hearings Panel will deem it to have regained compliance
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.
FuelCell Energy reported results for the third fiscal quarter ended July 31, 2026. Revenue fell 29% year over year and the gross loss widened, but the net loss narrowed because the prior-year period included impairment and restructuring expenses. The company also disclosed a Fit Energy purchase agreement and a first data center capacity reservation, which add to its backlog, though Awarded Capacity Backlog is not contracted revenue.
Revenue was $33.0 million versus $46.7 million, and gross loss was $(24.5) million versus $(5.1) million; the company cited $17.0 million in inventory and purchase commitment charges tied to Phase 0 of the Fit Energy agreement.
Net loss was $(45.3) million, or $(0.64) per share, compared with $(3.78) per share a year earlier, when impairment expense was $64.5 million.
Committed Backlog was $1.3 billion as of July 31, 2026, and the company added $2.4 billion to Awarded Capacity Backlog from Fit Energy's option for up to 350 MW.
Cash, cash equivalents and restricted cash totaled $737.3 million as of July 31, 2026, including net proceeds of about $245.5 million from a July 9, 2026 stock offering.
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.
On September 1, 2026, cbdMD agreed to acquire assets of Twinlab through an assignment for the benefit of creditors, subject to court approval. The consideration is assumption of about $1.75 million of debt owed to Akretive Holdings plus 2,229,805 new common shares, equal to 19.9% of outstanding stock, which dilutes existing shareholders. The company also cut the conversion price of its Series B preferred stock from $1.00 to $0.60, effective September 2, 2026.
Consideration: assumption of about $1,750,000 of debt owed to Akretive Holdings, plus 2,229,805 common shares (19.9% of outstanding shares at signing).
Deal runs through an assignment for the benefit of creditors; closing requires a sale order from the ABC Court. The company expects to complete the deal in its first fiscal quarter.
Company states combined unaudited trailing twelve-month revenue to June 2026 of about $30 million, about 40% above cbdMD standalone revenue for the same period; it says this figure is illustrative only.
Series B conversion price cut from $1.00 to $0.60 effective September 2, 2026; 591,207 Series B shares are outstanding.
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.
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.