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).
Flex agreed on September 3, 2026, to acquire all equity of EPC Power Corp. from Charge Parent, LLC for $4.4 billion in cash, subject to customary adjustments. EPC Power would join Flex's Cloud and Power Infrastructure business, which Flex plans to spin off as an independent public company in the first quarter of 2027, and the deal is expected to close in the fourth quarter of 2026. Flex has also obtained a $4.4 billion bridge loan commitment and intends to replace it with a mix of debt and equity, which means future financing could affect shareholders.
Purchase price is $4.4 billion in cash, payable at closing, with a locked box date of June 30, 2026.
Expected closing in the fourth quarter of 2026, subject to Hart-Scott-Rodino antitrust review and other customary conditions.
Outside date is December 31, 2026, with two automatic three-month extensions under certain circumstances.
Financing: a $4.4 billion 364-day senior unsecured bridge facility commitment from Citigroup Global Markets Inc. and Bank of America, N.A.; Flex intends to replace it with debt and equity.
ACRES Commercial Realty Corp. entered into two at-the-market equity distribution agreements on September 3, 2026: a common stock program of up to $50 million with Raymond James and a preferred stock program covering up to 2,980,000 Series C and 2,192,143 Series D shares with Seaport Global Securities. The filing also ends a prior preferred stock sales agreement with Jones Trading, under which only 7,857 Series D shares had been sold, so new share sales could dilute existing shareholders.
Common stock: up to $50 million of shares may be sold through Raymond James & Associates, with commissions not to exceed 2.0% of gross sales price
Preferred stock: up to 2,980,000 shares of 8.625% Series C and 2,192,143 shares of 7.875% Series D through Seaport Global Securities, with commissions not to exceed 2.0%
Prior preferred agreement with Jones Trading terminated effective September 1, 2026, after 7,857 Series D shares were sold under it
Dorian LPG agreed with Hanwha Ocean to build three 90,000 cbm dual-fuel VLGCs for delivery in 2030, at a total price of about $345 million. On September 2, 2026, the company also entered a seven-year $368.4 million credit facility that refinances four existing debt arrangements, and it reported that 99% of its calendar days for the quarter ending September 30, 2026 are fixed at more than $88,000 per day.
Three 90,000 cbm dual-fuel Panamax VLGCs ordered from Hanwha Ocean for delivery in June, September, and December 2030, at a total price of about $345 million
New seven-year $368.4 million credit facility dated September 2, 2026, with a margin of 140 basis points over SOFR, including a $213.4 million term loan and $155.1 million revolving credit facility
Company estimates it has fixed 99% of calendar days for the quarter ending September 30, 2026 at more than $88,000 per day, excluding potential demurrage
Facility includes a $200 million accordion feature; CFO Ted Young said it will consolidate four facilities into one
RCI Hospitality Holdings entered a one-year employment agreement with Travis Reese, its Interim President and Chief Executive Officer, effective September 1, 2026. The filing sets his annual salary at $650,000 and describes benefits, a company car, aircraft access under the corporate policy, and non-compete and confidentiality terms, which formalize the terms of his leadership role.
Agreement dated September 1, 2026, with a one-year term
Annual salary of $650,000 plus bonus eligibility
Benefits include a company-owned automobile, company aircraft access subject to policy, and two weeks' paid vacation annually
Nixxy, Inc. received a Nasdaq notice on September 1, 2026 that its stock has closed below $1.00 for 30 consecutive business days, and it has 180 calendar days to regain compliance. The company also named director Elsa Sung as Chief Financial Officer and appointed Joe Conlon as audit committee chair, both effective August 31, 2026, which matters to shareholders given the listing deficiency and oversight changes.
Nasdaq notice dated September 1, 2026: closing bid price below $1.00 for 30 consecutive business days; the stock is not immediately delisted
Company has an automatic 180-calendar day grace period to regain compliance, with a possible second 180-day period
Elsa Sung appointed Chief Financial Officer effective August 31, 2026 and resigned as audit committee chair
Joe Conlon appointed to the board and as audit committee chair; Ashissh Raichura resigned from the board on August 31, 2026
On September 3, 2026, Andretti Acquisition Corp. II and its sponsor entered into new non-redemption agreements with additional investors covering 448,959 Class A ordinary shares that will not be redeemed, in exchange for up to 112,240 Pubco shares (plus 37,413 more if a business combination closes after June 9, 2027). The company says these agreements are expected to increase trust account funds after the Special Meeting but not to increase the likelihood that shareholders approve the extension, which would move the business combination deadline from September 9, 2026 to September 9, 2027.
New agreements dated September 3, 2026 cover 448,959 Class A ordinary shares that will not be redeemed.
Investors may receive up to 112,240 Pubco shares if a business combination is completed by June 9, 2027, plus 37,413 additional shares if completed later.
Earlier agreements dated August 28 to September 2, 2026 cover up to 5,800,000 Public Shares.
The Special Meeting was adjourned to September 8, 2026 at 10:00 a.m. Eastern Time to consider the extension.
Radiant Logistics appointed David Buss as Senior Vice President and Chief Operating Officer effective August 31, 2026, under an employment agreement with a $250,000 base salary. The filing also sets the date of the 2026 Annual Meeting of Stockholders and the deadlines for stockholder proposals and director nominations.
David Buss, age 62, named Senior Vice President and Chief Operating Officer on August 31, 2026
Annual base salary of $250,000, with severance of six months, or twelve months after a Change of Control
2026 Annual Meeting on Monday, November 16, 2026; record date September 29, 2026
Director nomination notices due by September 17, 2026; stockholder proposal notices due by September 27, 2026
Rainier Acquisition Corp, a blank check company, closed the over-allotment option on its initial public offering on September 2, 2026, selling 1,125,000 additional units at $10.00 each. Total gross proceeds from the IPO and over-allotment were $86,250,000, which the filing says were placed in a U.S. trust account for public shareholders. The company has until August 28, 2028 to complete a business combination, and the sponsor's private placement units cannot be transferred until 30 days after that combination.
Underwriters exercised the over-allotment option in full on September 1, 2026, buying 1,125,000 additional units at $10.00 each; the closing occurred September 2, 2026.
Total IPO and over-allotment gross proceeds were $86,250,000, placed in a trust account maintained by Continental Stock Transfer & Trust Company.
On September 2, 2026, sponsor Ravenna 7 LLC bought 5,625 private placement units at $10.00 each, with no underwriting discounts or commissions paid.
The audited balance sheet as of August 28, 2026 shows total assets of $76,100,902, including $75,000,000 held in the trust account.
Mama's Creations reported second-quarter fiscal 2027 results for the period ended July 31, 2026, with revenue up 55.0% to $54.6 million and net income up 100.9% to $2.6 million, or $0.06 per diluted share. Cash and cash equivalents rose to $138.6 million, driven mainly by about $108.6 million in net proceeds from a July common stock offering, which management said will support future acquisitions.
Revenue $54.6 million vs. $35.2 million a year earlier; gross margin 24.0% vs. 24.9%
Net income $2.6 million ($0.06 per diluted share) vs. $1.3 million ($0.03); adjusted EBITDA $5.5 million, up 68.9%
Cash $138.6 million at July 31, 2026, vs. $20.0 million at January 31, 2026; total debt $4.8 million
Costco selected for second-half multi-vendor mailer; first planned Kroger launch in Louisville division next month
Albemarle's board appointed Ragnar Udd, currently Chief Commercial Officer of BHP, to succeed J. Kent Masters, Jr. as President and CEO, effective February 1, 2027 or an earlier mutually agreed date. Masters will become Executive Chair of the Board at that time. The filing sets out Udd's pay package, including a $1,300,000 base salary, a $1,400,000 sign-on bonus and $11,000,000 in make-whole equity awards, which signals the terms of a major leadership change for shareholders.
Ragnar Udd, 54, to become President and CEO effective February 1, 2027 or an earlier mutually agreed date
Udd's base salary is $1,300,000, with a target annual bonus of 135% of base salary and a maximum of 200% of target
Make-whole equity awards total $11,000,000 and a $1,400,000 cash sign-on bonus compensates for forfeited prior-employer awards
J. Kent Masters, Jr. becomes Executive Chair; his role runs through the 2027 annual shareholder meeting
Fly-E Group, Inc. received a Nasdaq notice that it did not satisfy Listing Rule 5250(c)(1) because its Form 10-Q for the period ended June 30, 2026 was not timely filed. The company filed the 10-Q on September 1, 2026, and Nasdaq confirmed compliance on September 3, 2026. Nasdaq said the notice is a deficiency notification, not an imminent delisting, and it has no immediate effect on the listing or trading of the company's shares.
Nasdaq notice received September 1, 2026 under Listing Rule 5250(c)(1)
Late filing was the Form 10-Q for the period ended June 30, 2026
Form 10-Q filed with the SEC on September 1, 2026
Nasdaq confirmed compliance in writing on September 3, 2026; notice has no immediate effect on Nasdaq Capital Market listing
Soulpower Acquisition Corp. and its partners signed a Second Amendment to their Business Combination Agreement dated November 24, 2025, on August 28, 2026. The amendment changes how certain contribution agreements and merger consideration are structured, and extends the Outside Date to April 2, 2027, giving the parties more time to close the transaction.
Second Amendment dated August 28, 2026 among Soulpower Acquisition Corporation, SWB Holdings and SWB LLC
Uruguay Contribution Agreement to be completed after Closing for $5,000,000 in cash plus potential Class A share issuance tied to milestones and earnout targets
Outside Date extended from the nine-month anniversary of the Signing Date to April 2, 2027
Full amendment filed as Exhibit 2.1, with some exhibits and schedules omitted
GrabAGun Digital Holdings said Chief Financial Officer Justin Hilty resigned and retired, with his employment ending September 1, 2026, under a Separation Agreement and Release. Under the agreement, Hilty will provide at least 40 hours a month of advisory services through March 1, 2027, and all of his 66,667 unvested RSUs vested on the separation date.
CFO Justin Hilty's resignation was effective August 14, 2026; his retirement and employment end were effective September 1, 2026.
Hilty will provide a minimum of 40 hours a month of advisory services through March 1, 2027, paid an hourly cash consulting fee.
All 66,667 remaining unvested RSUs were accelerated to vest on the separation date, with the underlying common shares to be transferred on or shortly after vesting.
The filing attaches the Separation Agreement and Release dated September 1, 2026 as Exhibit 10.1.
Simmons First National Corp said it will close 26 Simmons Bank branches across its six-state footprint, effective December 4, 2026, as part of a broader review of its retail network. The company expects roughly $20 million to $23 million in pre-tax expenses tied to the closures, mostly in the third quarter of 2026, and is part of a wider set of operating initiatives it expects to cost $40 million to $45 million in the same quarter and to add $37 million to $42 million a year to pre-provision net revenue once fully implemented.
26 Simmons Bank branches to close, effective December 4, 2026; about 100 associates affected, with roughly 70% expected to be placed in other roles
Branch closure expenses estimated at $20 million to $23 million pre-tax, including $17 million to $19 million in real estate write-downs and lease termination fees
Broader initiatives expected to cost $40 million to $45 million pre-tax in Q3 2026 and to lift annual PPNR by $37 million to $42 million once fully implemented, though some benefit may be reinvested
SunPower agreed on September 2, 2026 to sell 103,109,005 common shares to accredited investors for about $26.2 million, at $0.2541 per share, equal to the Nasdaq closing price that day. The company said it will use the proceeds for working capital and general corporate purposes, and the deal is expected to close September 4, 2026. Because the shares are being issued at a low price and the company must file a resale registration statement, existing shareholders face dilution, and the investor group includes entities affiliated with CEO T.J. Rodgers.
Shares sold: 103,109,005 common shares at $0.2541 per share, for gross proceeds of about $26.2 million, including amounts funded under simple agreements for future equity.
Affiliate Investors include entities tied to Thurman John "T.J." Rodgers, William Anderson, J. Daniel McCranie and Devin Whatley.
Expected closing date is September 4, 2026, subject to closing conditions.
SunPower must file a resale registration statement with the SEC on or before October 2, 2026.
Gulf Resources received a Nasdaq extension to regain compliance with a listing rule requiring timely periodic reports, because it has not yet filed its quarterly report for the quarter ended June 30, 2026. The company says the extension and prior Nasdaq notice have no immediate effect on trading of its common stock, but if the late report does not evidence compliance, Nasdaq will notify the company of possible delisting, with a right to appeal to a hearings panel.
Nasdaq notified the company of delinquency on August 24, 2026 over the late Form 10-Q for the quarter ended June 30, 2026.
On September 1, 2026, Nasdaq granted an additional exception under Listing Rule 5250(c)(1); on September 2, Nasdaq confirmed the March 31, 2026 quarter 10-Q delinquency was resolved.
The company submitted an updated compliance plan to Nasdaq staff on August 28, 2026, but the company says there is no assurance it will regain compliance within the plan period.
Failure to evidence compliance after filing the delinquent report could lead to a Nasdaq delisting determination, which the company could appeal.
Net Power said its subsidiary took over EMPower USA's rights and assumed commitments under a $196.7 million engineering, procurement and construction contract with Saulsbury Industries for an approximately 123 MW natural-gas power facility, effective August 31, 2026. The company paid $97.6 million in cash on the closing date, and remaining payment commitments under the contract are approximately $119.1 million, so shareholders face large near-term capital needs before the project's financing and change order are settled.
Aggregate cash paid to EMPower, including $20.0 million of deposits, totaled $58.9 million; total cash paid on the closing date was $97.6 million.
Remaining EPC payment commitments are approximately $119.1 million, including a $10.2 million Mobilization Payment due on or before October 15, 2026.
Work under the EPC agreement has been suspended since July 1, 2026; the post-closing change order has not been executed, and the Purchaser may terminate if it is not executed within 30 days after closing.
Wärtsilä North America expressly reserved its position on the project relocation to the Purchaser's replacement site.
U.S. Global Investors reported net income of $3.1 million, or $0.24 per share, for the fiscal year ended June 30, 2026, compared with a net loss of $334,000, or $(0.03) per share, a year earlier. Operating revenue rose 21% to $10.3 million, and the operating loss narrowed to $603,000 from $3.0 million. Shareholders should note that net income also included a non-cash gain of approximately $3.2 million on equity securities, and the filing gives no guidance for future periods.
Net income of $3.1 million, or $0.24 per share, versus a net loss of $334,000, or $(0.03) per share, in fiscal 2025
Operating revenue of $10.3 million, up 21% from the 12 months ended June 30, 2025; average assets under management of $1.5 billion, up 8%
Operating loss narrowed to $603,000 from $3.0 million; net income included a non-cash gain of approximately $3.2 million on equity securities
Repurchased 733,848 shares for about $2.0 million during the fiscal year; monthly dividend of $0.0075 per share authorized for July through September 2026
Wintergreen Acquisition Corp. issued a $184,635 unsecured, non-interest-bearing promissory note to its sponsor, MACRO DREAM Holdings Limited, on September 1, 2026. The funds were deposited into the trust account to extend the deadline for completing a business combination from August 30, 2026 to September 30, 2026. The company says it is still pursuing its previously announced business combination with KIKA Technology Inc.
Sponsor note of $184,635 issued September 1, 2026, to MACRO DREAM Holdings Limited
Business combination deadline extended from August 30, 2026 to September 30, 2026
Sponsor may convert the note into units at $10.00 per unit after a business combination, subject to a $1,500,000 aggregate cap on similar loans
Note is forgiven and the sponsor has no right to payment if no business combination is completed; sponsor waived trust account claims
Smart Sand amended its senior secured asset-based credit facility on September 1, 2026, raising total revolving commitments by $20 million to $50 million and extending the term to September 1, 2031. The increase is supported by a $20 million sublimit tied to the value of its Oakdale, Wisconsin facility, and the company agreed to a negative pledge of the Oakdale real property.
Total revolving commitments rise by $20 million to $50 million under Amendment No. 2.
Facility term extended to September 1, 2031.
Oakdale, Wisconsin facility supports a $20 million borrowing base sublimit and a related minimum excess liquidity test.
The company agreed to a negative pledge of the Oakdale real property; the filing does not state the amount drawn.
UiPath reported fiscal second-quarter 2027 revenue of $410 million, up 13% from a year earlier, and GAAP operating income of $32 million, compared with a loss of $20 million in the prior-year quarter. The company also named Hitesh Ramani chief financial officer effective September 3, 2026, replacing Ashim Gupta in that role, and added Yazdi Bagli to its board.
Revenue of $410 million, up 13% year over year; ARR of $1.938 billion, up 12%
GAAP operating income of $32 million versus a $20 million loss a year earlier; net income of $36 million, or $0.07 per diluted share
Guidance: third-quarter fiscal 2027 revenue of $440 million to $445 million; full-year fiscal 2027 revenue of $1.789 billion to $1.794 billion
Hitesh Ramani appointed CFO effective September 3, 2026; Ashim Gupta remains Chief Operating Officer
Bally's Chief Financial Officer Mira Mircheva has notified the company she will resign, effective September 4, 2026, and will stay through September 30, 2026 for a transition. Bally's President George Papanier was appointed interim CFO effective September 4, 2026, while the board searches for a permanent CFO. The filing does not include any financial results or guidance changes.
Mircheva's resignation is effective September 4, 2026, and she remains with the company through September 30, 2026; she is leaving for personal reasons and not because of a dispute.
George Papanier, Bally's President, becomes interim CFO effective September 4, 2026, and keeps his roles as President and board member.
Papanier, a Certified Public Accountant, was interim CFO in 2023 and has been President of land-based casino operations since October 2021.
The board has started a search for a permanent CFO, and no timeline for that search is given.
eGain reported fiscal 2026 total revenue of $91.1 million, up 3% from $88.4 million, but full-year GAAP net income fell to $8.9 million from $32.3 million, a year that included a roughly $29.0 million tax benefit. Fourth-quarter revenue declined 5%, and the company guided fiscal 2027 total revenue to $84.5 million to $86.0 million and a GAAP net loss of $2.0 million to $3.0 million, which points to lower revenue and a GAAP loss for shareholders in the coming year.
Q4 fiscal 2026 total revenue was $22.2 million, down from $23.2 million in Q4 fiscal 2025; Q4 GAAP net income was $1.3 million, or $0.05 per diluted share, versus $30.9 million a year earlier.
Full-year fiscal 2026 non-GAAP net income was $13.0 million, or $0.47 per diluted share, up from $5.7 million; GAAP net income was $8.9 million, or $0.32 per diluted share.
Fiscal 2027 guidance: total revenue of $84.5 million to $86.0 million and GAAP net loss of $2.0 million to $3.0 million, or $0.08 to $0.11 per share.
During fiscal 2026 the company repurchased about 1,607,000 shares at an average price of $7.16, totaling $11.5 million.
Ambarella reported second-quarter fiscal 2027 revenue of $108.1 million, up 13.2% from a year earlier, and a GAAP net loss of $6.7 million, down from $20.0 million. The company guided third-quarter revenue to between $115.0 million and $124.0 million, but GAAP and non-GAAP gross margins both declined year over year.
Q2 revenue was $108.1 million, up 13.2% from $95.5 million; six-month revenue was $208.5 million, up 14.9%.
GAAP net loss was $6.7 million, or $0.15 per diluted share, versus $20.0 million, or $0.47, a year earlier.
GAAP gross margin fell to 57.7% from 58.9%; non-GAAP net income was $8.2 million, or $0.18 per diluted share, versus $0.15.
Q3 fiscal 2027 guidance: revenue of $115.0 million to $124.0 million and non-GAAP gross margin of 59.0% to 60.0%.
Quanex reported net sales of $501.8 million for the three months ended July 31, 2026, up 1.3% from $495.3 million a year earlier, and net income of $26.5 million, or $0.58 per diluted share, compared with a net loss of $276.0 million in the prior-year quarter. The prior-year loss included a $302.3 million non-cash goodwill impairment, so the year-over-year swing largely reflects that charge.
Net sales were $501.8 million, up 1.3% from $495.3 million, mainly due to favorable pricing, partly offset by IEEPA tariff reimbursements to customers.
Diluted EPS was $0.58 versus a loss of $6.04 a year earlier; adjusted diluted EPS was $0.79 versus $0.69.
The company repaid $42.25 million of debt in the quarter and repurchased 99,786 shares for about $1.7 million; about $28.7 million remained under its authorization as of July 31, 2026.
Management will host a conference call on Friday, September 4, 2026, at 11:00 a.m. ET.
Ralph Lauren said Chief Product & Merchandising Officer Halide Alagoz will become Chief Operating & Product Officer on November 29, 2026, when Chief Operating Officer Bob Ranftl retires. The company also expanded roles for the CFO, CMO and Chief Global Impact & Communications Officer as part of a broader leadership reshuffle.
Alagoz, 54, has been Chief Product & Merchandising Officer since March 2020 and will take on AI strategy and the architecture & design organization.
Ranftl notified the company of his retirement on August 31, 2026; the changes take effect November 29, 2026.
CFO Justin Picicci adds real estate and logistics; CMO Iris Langlois-Meurinne takes over licensing; Katie Ioanilli adds Design with Intent.
Latigo Biotherapeutics reported a second-quarter 2026 net loss of $25.8 million, unchanged from the same quarter of 2025, as lower research and development expenses offset higher general and administrative costs. The company said it completed an upsized initial public offering in August 2026 with gross proceeds of $397.4 million, and that cash and the IPO proceeds are projected to fund operations into 2029.
Net loss was $25.8 million for the three months ended June 30, 2026, and for the same period in 2025.
Research and development expenses fell to $21.2 million from $22.9 million; general and administrative expenses rose to $4.6 million from $2.8 million.
IPO completed in August 2026 with gross proceeds of $397.4 million, before underwriting discounts, commissions and other offering expenses.
Cash and cash equivalents were $55.0 million as of June 30, 2026, before the IPO proceeds.
Smith & Wesson Brands reported first quarter fiscal 2027 net sales of $112.6 million, up 32.3% from a year earlier, and GAAP net income of $2.6 million, or $0.06 per diluted share, compared with a net loss of $3.4 million, or $0.08 per share, a year ago. The company said first quarter gross margin benefited from $2.9 million in non-recurring tariff refunds, and it reiterated its outlook for second quarter sales about 10% above last year and fiscal 2027 revenue growth of roughly 5-7%.
Net sales were $112.6 million, up $27.5 million, or 32.3%, from $85.1 million in the prior-year quarter.
GAAP net income was $2.6 million, or $0.06 per diluted share, versus a net loss of $3.4 million, or $0.08 per share, a year earlier.
Gross margin was 28.7%, compared with 25.9%; the company said $2.9 million in tariff refunds added about 260 basis points and were non-recurring.
Free cash flow was negative $20.8 million for the quarter; the board authorized a $0.13 per share quarterly dividend payable October 1, 2026 to holders of record on September 17, 2026.
T-Mobile said CFO Peter Osvaldik will retire from the CFO role in February 2027 and stay as Strategic Advisor through July 1, 2027. Jessica Uhl, former CFO of Shell and most recently President of GE Vernova, joins as CFO Designate in mid-September 2026 and is expected to become CFO at the transition. The company reaffirmed its 2026 financial guidance and capital return program.
Jessica Uhl starts as CFO Designate in mid-September 2026 and is expected to become CFO in February 2027.
Uhl's offer letter provides a base salary of no less than $975,000 and a $1,000,000 sign-on bonus.
Uhl's one-time sign-on LTI awards have a target grant-date value of $9,525,000.
T-Mobile reaffirmed its previously stated 2026 financial guidance and maintained its capital return program.
Samsara reported second quarter fiscal 2027 results for the period ended August 1, 2026, with revenue up 30% to $508.4 million and GAAP net income of $16.2 million, or $0.03 per share, compared with a GAAP loss of $0.03 per share a year earlier. The company guided to third-quarter revenue of $514 million to $516 million and full-year fiscal 2027 revenue of $2.043 billion to $2.047 billion, and said it expects to be GAAP profitable for both periods.
Q2 revenue of $508.4 million, up from $391.5 million a year earlier; ending ARR of $2.125 billion, up 30%
GAAP income from operations of $4.9 million, compared with a loss of $26.6 million in Q2 fiscal 2026
Non-GAAP operating income of $106.0 million, or 21% of revenue; stock-based compensation expense-related charges totaled $101.1 million in the quarter
Q3 fiscal 2027 revenue guidance of $514 million to $516 million; full-year fiscal 2027 revenue guidance of $2.043 billion to $2.047 billion
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
WD-40 Company said Keith Stauffer will join as vice president, global finance on Sept. 7, 2026, and become chief financial officer on Nov. 2, 2026, succeeding Sara Hyzer, who will then become division president, Americas. The filing describes a planned transition in which Hyzer remains CFO until November 2 and through the filing of the fiscal 2026 Form 10-K, which gives shareholders a defined handoff period for the company's top finance role.
Keith Stauffer, 57, to join as vice president, global finance effective Sept. 7, 2026, and CFO effective Nov. 2, 2026.
Sara Hyzer remains CFO until Nov. 2, 2026, then becomes division president, Americas.
Stauffer's pay includes a $525,000 base salary, a target annual cash incentive of 60% of eligible earnings, and about $543,000 in sign-on bonus.
Stauffer previously served as CFO, U.S., at Galderma S.A. (July 2025 to August 2026) and CFO of TerrAscend Corp. (April 2020 to July 2025).
Zscaler reported fourth-quarter fiscal 2026 revenue of $898.2 million, up 25% year over year, and a GAAP net loss of $3.4 million, narrowed from $17.6 million a year earlier. The company also guided fiscal 2027 revenue growth to 16.6% to 17.5% and announced a restructuring with about 3% headcount reduction and $30.0 million to $33.0 million in charges, which shareholders will weigh against slower guided growth and lower free cash flow.
Q4 fiscal 2026 revenue of $898.2 million, up 25% year over year; GAAP net loss per share of $0.02 versus $0.11 a year earlier
Non-GAAP operating margin reached a record 24% in Q4; free cash flow fell to $60.8 million from $171.9 million
Fiscal 2027 revenue guidance of $3.908 billion to $3.938 billion, growth of 16.6% to 17.5%
Restructuring plan committed September 1, 2026: about 3% headcount reduction and $30.0 million to $33.0 million in charges, mostly in the first half of fiscal 2027
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%.
lululemon reported second-quarter fiscal 2026 net revenue of $2.4 billion, down 4% from a year earlier, and diluted EPS of $2.92 versus $3.10, with comparable sales down 9%. Results include $0.86 per share from IEEPA tariff refunds and associated interest, and the company revised its full-year outlook to net revenue of $10.350 billion to $10.500 billion and EPS of $9.48 to $9.73, both including that refund. For shareholders, the filing shows lower sales and profit and a third-quarter revenue forecast down 10% to 11%, with Heidi O'Neill set to become CEO next week.
Net revenue fell 4% to $2.4 billion; Americas net revenue fell 8% and Americas comparable sales fell 12%.
Diluted EPS was $2.92 versus $3.10; $0.86 per share came from $134.5 million in tariff refunds plus $4.1 million of interest.
2026 outlook: net revenue of $10.350 billion to $10.500 billion (down 5% to 7%); diluted EPS of $9.48 to $9.73; excludes further tariff refunds and share buybacks.
Q3 2026 outlook: net revenue of $2.290 billion to $2.320 billion (down 10% to 11%) and diluted EPS of $0.93 to $0.98.
Concrete Pumping Holdings reported third-quarter fiscal 2026 revenue of $116.8 million, up 12.6% from a year earlier, with net income up 33% to $4.9 million. The company raised its fiscal 2026 revenue and Adjusted EBITDA outlook and declared an initial quarterly dividend of $0.13 per share, which gives shareholders a regular cash payout for the first time in the company's filings reviewed here.
Revenue rose to $116.8 million from $103.7 million, while gross margin slipped to 38.7% from 39.0% on fuel cost inflation.
Fiscal 2026 revenue outlook raised to $425.0 million to $435.0 million from $410.0 million to $425.0 million; Adjusted EBITDA outlook raised to $103.0 million to $108.0 million from $98.0 million to $105.0 million.
Initial quarterly dividend of $0.13 per share is payable October 2, 2026, to stockholders of record at the close of business on September 18, 2026.
Share repurchase program expiration extended from December 31, 2026 to November 30, 2028, with about $11.9 million available for repurchase as of July 31, 2026.
IDEX Corporation amended and restated its credit agreement on September 3, 2026, establishing an $800 million revolving credit facility that matures September 3, 2031, extended from November 1, 2027. The filing describes the facility as a senior unsecured arrangement that can fund working capital, general corporate purposes and refinancing of existing debt, which gives the company longer-dated borrowing capacity.
Revolving facility of $800 million with final maturity of September 3, 2031, up from November 1, 2027 under the original agreement
Up to $100 million available for letters of credit and up to $50 million for same-day swingline loans
Lender commitments may be increased by up to $400 million, and the maturity may be extended twice by one year each
Scotts Miracle-Gro said Executive Vice President and Chief Strategy Officer Christopher J. Hagedorn will leave the role, with the departure effective September 30, 2026, under an agreement reached August 29, 2026. The filing does not give a reason for the departure or name a successor.
Christopher J. Hagedorn is departing as Executive Vice President and Chief Strategy Officer.
Agreement reached August 29, 2026; departure effective September 30, 2026.
The filing does not name a replacement or describe any compensation terms.
Guidewire reported fourth-quarter and fiscal 2026 results for the year ended July 31, 2026, with fiscal-year revenue up 23% to $1,475.4 million and fourth-quarter GAAP net income down to $31.4 million from $52.0 million. The company also said Chief Accounting Officer David Peterson will retire effective November 4, 2026, and that CFO Jeff Cooper is expected to take over the principal accounting officer duties, subject to board appointment.
Fiscal 2026 GAAP diluted EPS was $1.63, up from $0.81; fourth-quarter GAAP diluted EPS was $0.38, down from $0.60.
Fourth-quarter total revenue was $411.1 million, up 15%; fourth-quarter GAAP net income was hurt by a $24.0 million foreign currency loss.
Outlook for fiscal 2027 total revenue is $1,707 million to $1,727 million.
Peterson's retirement takes effect November 4, 2026; he is not leaving over any disagreement with the company.
Torrid reported second-quarter fiscal 2026 results on September 3, 2026, with net sales down 11.8% to $231.7 million. Net income rose to $5.2 million, or $0.05 per share, helped by an $11.1 million IEEPA tariff refund recorded in cost of goods sold; excluding that refund, Adjusted EBITDA was $12.1 million versus $21.5 million a year earlier. The company raised its full-year fiscal 2026 outlook to reflect the tariff benefit and said the outlook is otherwise unchanged.
Net sales decreased 11.8% to $231.7 million from $262.8 million; comparable sales fell 6.3%.
Net income was $5.2 million, or $0.05 per share, versus $1.6 million, or $0.02 per share, a year earlier.
Adjusted EBITDA was $23.3 million including the $11.1 million tariff benefit, or $12.1 million excluding it, compared with $21.5 million last year.
Full-year fiscal 2026 outlook: net sales $940 million to $960 million and Adjusted EBITDA $76 million to $86 million; third-quarter Adjusted EBITDA is expected at $15 million to $20 million.
American Outdoor Brands reported first quarter fiscal 2027 results for the three months ended July 31, 2026. Net sales rose 25.4% to $37.3 million, and the GAAP net loss narrowed to $1.5 million from $6.8 million a year earlier. The company raised its Adjusted EBITDA guidance to $14.5 million to $17.5 million and kept its net sales guidance at $200 million to $210 million.
Net sales were $37.3 million, up from $29.7 million; excluding about $6.0 million of orders accelerated into fiscal 2025, growth was 4.3%.
Gross margin was 53.0%, compared with 46.7% a year earlier.
GAAP net loss was $1.5 million, or $(0.12) per diluted share, compared with $6.8 million, or $(0.54) per diluted share.
Fiscal 2027 guidance: net sales of $200 million to $210 million maintained; Adjusted EBITDA raised to $14.5 million to $17.5 million.
Nexentis Technologies Inc. received a Nasdaq letter on August 31, 2026, saying its stockholders' equity of $1,782,000 as of June 30, 2026 fell below Nasdaq's $2,500,000 minimum for continued listing. The company plans to submit a compliance plan by October 15, 2026, and the listing of its common stock is not immediately affected, but failure to regain compliance could lead to delisting.
Reported stockholders' equity as of June 30, 2026: $1,782,000, versus a Nasdaq minimum of $2,500,000
Compliance plan due October 15, 2026; company plans to submit it on time
If accepted, Nasdaq staff may allow up to 180 days, through February 27, 2027, to regain compliance
NETSTREIT's chief accounting officer, Sofia Chernylo, stepped down by mutual agreement effective September 1, 2026, and the company stated the departure involved no disagreement on accounting or disclosure matters. The board appointed Matthew Fennewald, the company's current Vice President and Corporate Controller, to succeed her as Senior Vice President, Chief Accounting Officer and principal accounting officer.
Sofia Chernylo ceased serving as Senior Vice President, Chief Accounting Officer and principal accounting officer effective September 1, 2026.
The filing states her departure was not due to any disagreement with auditors or management on accounting, disclosure or internal controls.
Matthew Fennewald, age 36, joined NETSTREIT in August 2020 and has been Vice President, Corporate Controller since February 2024.
The filing reports no new material compensation arrangements tied to Mr. Fennewald's appointment.
Planet Labs reported record second-quarter fiscal 2027 revenue of $116.1 million, up 58% from a year earlier, and a net loss of $9.4 million, narrower than the $22.6 million loss a year earlier. Adjusted EBITDA profit rose to $13.9 million from $6.4 million, and cash, cash equivalents and short-term investments reached $865.4 million. The company also gave outlook for the third quarter and full fiscal 2027, but the filing does not compare this outlook with any earlier guidance.
Q2 revenue $116.1 million, up 58% year over year; gross margin 57% versus 58% a year earlier
Q2 net loss $9.4 million versus $22.6 million a year earlier; GAAP net loss per share $0.03
Q3 fiscal 2027 revenue expected at $101 million to $105 million, with an adjusted EBITDA loss of $1 million to $6 million
Full fiscal 2027 revenue expected at $430 million to $441 million, with adjusted EBITDA profit of $3 million to $10 million
Milestone Pharmaceuticals announced that China's National Medical Products Administration approved etripamil nasal spray for paroxysmal supraventricular tachycardia in adults, the first approval of the drug outside the United States. The approval triggers a $2.0 million milestone payment to Milestone and makes it eligible for up to $98.0 million more in milestones and tiered royalties of up to 18% from Everest Medicines, its Greater China licensee.
NMPA approval announced September 3, 2026; first regulatory approval of etripamil outside the United States
$2.0 million milestone payment to Milestone triggered by the approval
Everest Medicines holds an exclusive Greater China license and will lead commercialization
Milestone is eligible for up to $98.0 million in commercial and development milestones and royalties up to 18%
Bunge Global SA said its Controller and Chief Accounting Officer, Matt Simmons, will retire effective March 31, 2027, and will stay through the transition period. Richard James, a company veteran, will succeed him as Controller and CAO effective April 1, 2027, and the filing states the retirement is not due to any disagreement on accounting, reporting, operations, policies or practices.
Matt Simmons to retire as Controller and Chief Accounting Officer effective March 31, 2027, and will remain through the transition period
Richard James, age 45, to succeed him effective April 1, 2027
James has worked at Bunge for over fourteen years, most recently as Vice President, Finance Integration and Transformation since December 2022
Filing states the retirement is not the result of any disagreement with the Company on accounting, financial reporting, operations, policies or practices
Red River Bancshares filed an investor presentation for September 2026 conferences that includes its second-quarter 2026 results as of June 30, 2026. Net income was $11.8 million and diluted EPS was $1.78, both slightly lower than in the first quarter of 2026 but higher than in the second quarter of 2025.
Net income of $11.8 million in 2Q26, versus $12.0 million in 1Q26 and $10.2 million in 2Q25
Diluted EPS of $1.78 in 2Q26, versus $1.81 in 1Q26 and $1.51 in 2Q25; the filing says 1Q26 included about $590,000 of periodic items that added $0.07 to EPS
Net interest margin (FTE) rose 10 basis points to 3.61%, and net interest income was $29.0 million
Quarterly cash dividend of $0.25 per share; total assets were $3.31 billion and deposits were $2.91 billion as of June 30, 2026
Plutonian Acquisition Corp. II, a special purpose acquisition company, and NT1 Pty Ltd, an Australian mineral exploration company, entered into a business combination agreement on September 3, 2026. The deal is expected to create a combined company listed on the New York Stock Exchange and is expected to close in 2027, subject to regulatory and shareholder approvals. Plutonian II shareholders will vote on the transaction, so the outcome will depend on that vote and the other closing conditions.
NT1 enterprise value estimated at $500 million; NT1 shareholders to receive Purchaser shares valued at $10.00 per share
Transaction expected to close in 2027, subject to regulatory approvals, shareholder approvals and customary closing conditions
Combined company expected to be listed on the New York Stock Exchange
Plutonian II's initial public offering prospectus is dated April 28, 2026
At a September 2, 2026 special meeting, Cyabra, Inc. stockholders approved an amendment to its 2026 Omnibus Equity Incentive Plan, raising the maximum shares issuable under the plan from 2,072,125 to 22,072,125 and setting an annual reserve equal to 15% of fully diluted capitalization. Stockholders also approved a Nasdaq proposal covering share issuances tied to a private placement, exchange agreement and conversion agreements, with more than 20% of outstanding common stock involved.
Plan maximum raised by 20,000,000 shares, from 2,072,125 to 22,072,125 shares of common stock
Plan Amendment proposal approved with 6,318,847 votes for and 422,993 against
Nasdaq proposal approved with 6,629,672 votes for and 118,489 against, covering issuances tied to a private placement and conversion agreements
Board approved the Plan Amendment on July 31, 2026, subject to stockholder approval
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