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).
Matrix Service Company reported fourth-quarter fiscal 2026 revenue of $244.5 million, up from $216.4 million a year earlier, and net income of $1.1 million, or $0.04 per share, compared with a net loss of $11.3 million in the prior-year quarter. For the full fiscal year, the company still posted a net loss of $2.6 million, or $(0.09) per share, but that was narrower than the $(1.06) per share loss in fiscal 2025.
Q4 fiscal 2026 revenue was $244.5 million versus $216.4 million, the highest quarterly revenue in six years according to the company.
Q4 net income was $1.1 million, or $0.04 per share, versus a net loss of $11.3 million, or $(0.40) per share; adjusted net income was $4.6 million, or $0.16 per share.
Full-year fiscal 2026 revenue was $873.6 million versus $769.3 million; full-year adjusted net income per share was $0.26 versus $(0.93).
Total backlog was $953.2 million at June 30, 2026, and the company reported no outstanding debt with liquidity of $283.9 million.
In an investor webinar presentation furnished under Regulation FD, 20/20 Biolabs said Q2 2026 was its best quarter to date for cancer testing revenue, up 47% year over year. The presentation also described two preliminary, non-binding discussions with senior FDA personnel on August 25-26, 2026, which the company said did not constitute formal FDA feedback, concurrence or authorization.
Q2 2026 cancer testing revenue up 47% year over year, per the company's sales update
29 orders from new accounts; Maryland Firefighter Cancer Screening Program up more than 200% over 2025
Two in-person FDA discussions held August 25-26, 2026; company says no formal FDA feedback or authorization was given
Presentation used in the investor webinar held September 2, 2026 (Exhibit 99.1)
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
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
Petco reported second-quarter 2026 net sales of $1.5 billion, roughly flat year over year, with comparable sales up 0.6%. Net income rose to $38.7 million from $14.0 million, helped by a net $6.8 million benefit from IEEPA tariff refunds, and the company reaffirmed its full-year 2026 net sales and Adjusted EBITDA outlook.
Net sales were $1.5 billion, up 0.05%; comparable sales rose 0.6%, the second straight quarter of positive comps.
Operating income rose 11.1% to $47.8 million, and diluted earnings per share were $0.13 versus $0.05 a year earlier.
Adjusted EBITDA was $122.2 million versus $113.9 million; excluding the tariff refund benefit, it was $115.4 million.
Full-year 2026 Adjusted EBITDA outlook of $415 million to $430 million was reaffirmed; Q3 Adjusted EBITDA is expected at $100 million to $103 million. A further $75 million debt prepayment was made after the quarter.
ChargePoint reported fiscal second-quarter 2027 results for the period ended July 31, 2026, with revenue up 18% year over year and GAAP net loss down 46%. The company also gave third-quarter revenue guidance of $105 million to $115 million, and said the GAAP and non-GAAP gross margins included a 4 percentage point benefit from tariff refunds.
Revenue was $116.1 million, up 18% from $98.6 million a year earlier; subscription revenue was $43.7 million, up 10%.
GAAP net loss was $35.6 million, or $1.35 per share, versus $66.2 million a year earlier; non-GAAP net loss was $9.2 million versus $33.0 million.
Third-quarter fiscal 2027 revenue guidance is $105 million to $115 million; cash and restricted cash were $95.7 million as of July 31, 2026.
Tilly's reported second-quarter fiscal 2026 net income of $8.4 million, or $0.27 per diluted share, up from $3.2 million, or $0.10, a year earlier, on net sales of $163.5 million, up 8.1%. The company also guided to third-quarter net income of $2.2 million to $3.7 million, which would be its sixth consecutive quarter of year-over-year profit improvement and compares with a $1.4 million net loss in last year's third quarter.
Q2 net sales were $163.5 million, up 8.1%, with total comparable net sales up 12.1%.
Q2 gross margin rose to 35.5% of net sales from 32.5%, and operating income was $8.2 million versus $2.7 million.
Third-quarter outlook calls for net sales of $150 million to $155 million and diluted EPS of $0.07 to $0.12.
Cash, cash equivalents and marketable securities were $62.2 million as of August 1, 2026.
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.
Phreesia reported fiscal second quarter 2027 results for the period ended July 31, 2026, with total revenue of $129.5 million, up 10% year-over-year, and net income of $1.9 million, compared with $0.7 million a year earlier. The company maintained its fiscal 2027 revenue outlook of $510 million to $520 million and its Adjusted EBITDA outlook of $125 million to $135 million.
Q2 total revenue was $129.5 million, up 10% from $117.3 million a year earlier, and Adjusted EBITDA was $32.9 million versus $22.1 million.
Net income was $1.9 million, compared with $0.7 million in the same quarter last year.
Fiscal 2027 revenue and Adjusted EBITDA outlooks were maintained; the company noted more variability in network solutions revenue forecasting in the second half.
A May 7, 2026 restructuring plan eliminating about 220 positions has about $10 million in expected total charges, with $2.8 million recognized in the quarter.
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
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.
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.