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.
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
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
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
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
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.
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.
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.
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.
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.
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
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
MediaAlpha said Chief Financial Officer Patrick Thompson will step down, and Tigran Sinanyan, a former CFO who is currently Senior Vice President of Finance, will succeed him effective October 1, 2026. The company also said third quarter 2026 revenue, contribution, and adjusted EBITDA are now expected to be at or above the top end of its previously disclosed guidance ranges, which matters to shareholders because it is an improved outlook alongside a senior finance leadership change.
Tigran Sinanyan becomes CFO and Treasurer effective October 1, 2026, with a base salary of $475,000.
Patrick Thompson's last day is October 30, 2026; he will serve as a consultant through February 26, 2027.
Q3 2026 revenue, contribution, and adjusted EBITDA are expected at or above the top end of guidance ranges from the July 29, 2026 second quarter earnings release.
Thompson said his transition is not related to any disagreement with the company on accounting, strategy, operations, or other matters.
CarGurus appointed Matthew Mandel as Chief Financial Officer, effective October 19, 2026, replacing CEO Jason Trevisan, who has served as interim principal financial and principal accounting officer since March 2025. Mandel's offer letter includes a $450,000 base salary, a target bonus of up to $450,000, and a $5,500,000 restricted stock unit grant, which matters to shareholders because it sets the compensation terms for the company's top finance role.
Matthew Mandel, 42, is currently Chief Financial Officer and Chief Operating Officer at Fleetio, a role he has held since November 2023.
Jason Trevisan will step down as interim principal financial and principal accounting officer on the start date and will continue as Chief Executive Officer.
Offer letter terms: $450,000 annual base salary, target bonus of up to $450,000, $250,000 sign-on bonus, and a $5,500,000 restricted stock unit grant.
Severance if terminated without Cause or for Good Reason is nine months of base salary plus nine months of COBRA premiums, paid in a lump sum.
AbbVie completed its acquisition of Apogee Therapeutics on September 3, 2026, paying $135.11 per share in cash, or about $10.9 billion in total equity value. AbbVie reaffirmed its 2026 full-year adjusted diluted EPS guidance of $13.87 to $14.07 and its third-quarter guidance of $3.84 to $3.88, but expects the deal to reduce adjusted EPS by $0.14 in 2026 and about $0.46 in 2027, with accretion beginning in 2032.
Apogee shareholders received $135.11 per share in cash, for a total equity value of about $10.9 billion.
Apogee's common stock ceased trading on NASDAQ before market open on September 3, 2026.
2026 full-year adjusted diluted EPS guidance of $13.87 to $14.07 was reaffirmed and includes a $0.14 per share dilutive impact from Apogee.
The acquisition is expected to reduce adjusted diluted EPS by about $0.46 in 2027, with accretion beginning in 2032.
Toro reported fiscal third-quarter 2026 results for the period ended July 31, 2026, with net sales up 8.4% to $1.23 billion and GAAP diluted EPS of $0.81, up from $0.54. The company raised its full-year net sales growth and adjusted EPS guidance, which matters to shareholders because it signals higher expected results for fiscal 2026.
Third-quarter net sales were $1.23 billion, up 8.4% year over year; GAAP diluted EPS was $0.81 versus $0.54, and adjusted diluted EPS was $1.33 versus $1.24.
Full-year fiscal 2026 net sales growth guidance was raised to 6.3% to 6.6%, from 4.0% to 6.5%.
Full-year adjusted EPS guidance was raised to $4.60 to $4.65, from $4.50 to $4.62.
Toro returned $110 million to shareholders in the quarter, bringing the year-to-date total to $471 million.
LB Pharmaceuticals appointed Joseph Miller as chief financial officer, effective September 2, 2026, replacing no named predecessor in the filing. Miller previously served as CFO of Aurinia Pharmaceuticals from April 2020 to March 2026, and the filing states his employment agreement sets a $530,000 base salary and a 40% target bonus, along with a 200,000-share stock option.
Start date: September 2, 2026; announced September 3, 2026
Base salary $530,000; target bonus 40% of base salary; employment is at will
Inducement option for 200,000 shares of common stock, vesting over four years with 25% after the first anniversary of the start date
Severance: nine months of base salary if terminated without cause outside a change of control; larger package of one year base salary plus 150% of target bonus within 3 months before or 12 months after a change of control
NVIDIA agreed on September 2, 2026 to acquire Hugging Face, an open-source AI model and community platform, for an approximately $11.9 billion purchase price, subject to adjustments. The deal also includes an equity-based retention program of up to about $1.0 billion for Hugging Face employees joining NVIDIA, and closing is expected in the first half of 2027 pending regulatory approvals. The filing also flags risks that government restrictions on open-source AI models could materially affect NVIDIA's business and the Hugging Face platform.
Purchase price of approximately $11.9 billion payable to Hugging Face stockholders, subject to certain adjustments
Equity-based retention program of up to approximately $1.0 billion for Hugging Face employees joining NVIDIA
Expected to close in the first half of 2027, subject to customary conditions and required regulatory approvals
NVIDIA commits to keep the Hugging Face platform open, including permitting uploads of models of users' choosing and support for other silicon vendors
Hillman Solutions Corp. completed its acquisition of Kanebridge, LLC, a master distributor of industrial fasteners, on August 28, 2026, for approximately $315 million before customary post-closing adjustments. The purchase was funded with cash on hand, a draw on the revolving credit facility and $200 million of new senior secured term loans maturing in 2033, which adds debt for shareholders to weigh against the expanded industrial distribution business.
Purchase price of approximately $315 million, subject to customary post-closing adjustments for cash, indebtedness, working capital and transaction expenses
New $200 million senior secured term loans maturing July 22, 2033, priced at SOFR plus 2.00% or ABR plus 1.00%, with no financial maintenance covenants
Kanebridge supplies more than 44,000 fastener SKUs to distributors across the U.S. and Canada, and the company says the deal expands its industrial addressable market to about $3 billion
Duluth Holdings reported fiscal second-quarter 2026 results for the period ended August 2, 2026. Net sales fell 7.8% to $121.4 million, while net income rose to $18.4 million from $1.3 million, helped by $16.3 million in tariff refunds, and the company raised its fiscal 2026 Adjusted EBITDA guidance to $38 million to $42 million.
Diluted EPS was $0.50 versus $0.04 a year earlier, including a $0.44 impact from tariff refunds.
Adjusted EBITDA was $27.0 million versus $12.0 million in the prior-year quarter.
Fiscal 2026 net sales guidance of $540 million to $560 million was affirmed; Adjusted EBITDA guidance was raised from $28 million to $32 million.
Inventory fell 15.5% to $125.2 million, and the company ended the quarter with about $96 million of net liquidity and zero drawn on its $70.0 million asset-based lending facility.
Campbell's reported fourth-quarter fiscal 2026 net sales down 8% to $2.1 billion and a GAAP loss of $0.23 per share, compared with earnings of $0.48 a year earlier. Adjusted EPS fell 37% to $0.39, and the board cut the quarterly dividend 36% to $0.25 per share to speed debt reduction. For fiscal 2027, the company guided to adjusted EPS of $1.65 to $1.80, versus $2.17 in fiscal 2026.
Q4 net sales fell 8% to $2.1 billion (organic down 1%); GAAP EPS was a loss of $0.23 versus $0.48, and adjusted EPS fell 37% to $0.39.
Quarterly dividend cut to $0.25 per share from $0.39, a 36% reduction, payable November 2, 2026 to holders of record on October 1, 2026.
Fiscal 2027 guidance: net sales down 4% to 2%, adjusted EBIT down 12% to 7%, adjusted EPS $1.65 to $1.80 versus $2.17.
New cost savings program targets $500 million in total savings by fiscal 2030.
Genesco reported second quarter fiscal 2027 results for the three months ended August 1, 2026, with net sales down 3% to $530 million and comparable sales down 1%. GAAP diluted EPS was $0.32 versus a loss of $1.79 a year earlier, helped by $22.5 million in tariff refunds, and the company raised its adjusted EPS outlook to the high end of the $2.00 to $2.40 range, while cutting its comparable sales expectation to flat.
Net sales were $530 million versus $546 million a year earlier; e-commerce comparable sales fell 6% and stores rose 1%.
GAAP diluted EPS was $0.32 versus a loss of $1.79 last year; adjusted EPS loss narrowed to $0.83 from $1.14.
Full-year adjusted EPS outlook raised to the high end of $2.00 to $2.40; comparable sales now expected flat versus prior guidance of up 1% to 2%.
Ciena reported fiscal third quarter 2026 revenue of $1.67 billion, up 37% from a year earlier, with GAAP diluted EPS of $1.83 versus $0.35 and adjusted EPS of $2.11 versus $0.67. The company raised its fiscal 2026 revenue guidance to $6.42 billion plus or minus $50 million, which points to continued sales growth for shareholders.
Q3 fiscal 2026 revenue was $1.67 billion, compared with $1.22 billion in Q3 fiscal 2025
GAAP diluted EPS was $1.83 and adjusted EPS was $2.11, compared with $0.35 and $0.67 a year earlier
Fiscal Q4 2026 revenue guidance is $1.75 billion plus or minus $50 million
Fiscal 2026 revenue guidance was raised to $6.42 billion plus or minus $50 million, a 35% increase at the midpoint
Victoria's Secret & Co. reported second quarter 2026 net sales up 10% to $1.611 billion, near the high end of its guidance, and adjusted operating income of $124 million, above its guidance range. The company raised its full-year 2026 net sales and adjusted operating income forecasts, which matters to shareholders because it signals higher expected results for the year. Reported net income of $183 million, or $2.18 per diluted share, includes a $140.3 million pre-tax benefit from IEEPA tariff refund recoveries.
Q2 2026 net sales were $1.611 billion, up from $1.459 billion a year earlier, with total comparable sales up 9%.
Q2 2026 GAAP net income was $183 million, or $2.18 per diluted share, versus $16 million, or $0.20 per diluted share, in Q2 2025.
Q2 2026 adjusted operating income was $124 million, above the $90 million to $100 million guidance range; adjusted net income per diluted share was $0.95 versus $0.33 a year earlier.
Full-year 2026 net sales guidance rose to $7.100 billion to $7.180 billion from $7.030 billion to $7.130 billion; adjusted operating income guidance rose to $560 million to $590 million from $550 million to $580 million.
Brady reported fiscal 2026 fourth-quarter sales of $436.9 million, up 10.0%, and full-year sales of $1.66 billion, up 9.8%. GAAP diluted EPS fell to $0.96 in the quarter from $1.04 as acquisition and integration costs rose, while adjusted diluted EPS rose 17.5% to $1.48. The company also guided fiscal 2027 adjusted diluted EPS to $6.25 to $6.75 and raised its annual dividend to $1.00 per share from $0.98.
Q4 sales $436.9 million, up 10.0%; organic growth 8.4%
Q4 GAAP diluted EPS $0.96 vs. $1.04 a year earlier; adjusted diluted EPS $1.48 vs. $1.26
Fiscal 2027 adjusted diluted EPS guidance of $6.25 to $6.75, including about $0.80 accretion from the IPS segment
Annual dividend raised to $1.00 per share from $0.98; $0.25 quarterly payment on October 30, 2026 to holders of record October 9, 2026
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