1,191 material Form 8-K filings that 965 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
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
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
Frontdoor, Inc. disclosed that Vice President, Chief Accounting Officer and Controller Sally J. Shanks gave notice on August 31, 2026 that she will resign effective September 18, 2026, to pursue other business opportunities. The company said the decision was not the result of any disagreement over its operations, policies or practices, and CFO Jason L. Bailey will act as principal accounting officer until a successor is appointed.
Sally J. Shanks, VP, Chief Accounting Officer and Controller, gave notice on August 31, 2026
Resignation takes effect September 18, 2026
Company says the departure was not due to any disagreement with management or the Board
Jason L. Bailey, SVP and CFO, will assume principal accounting officer duties until a successor is named
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
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.
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
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
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.
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
NextCure amended its Beltsville, Maryland lease, vacated its remaining roughly 29,864 square feet effective August 31, 2026, and ended future rent obligations effective September 1, 2026. The company paid a one-time termination fee of about $0.8 million and forfeited a security deposit of about $39,000, which reduces its ongoing facility costs but involves a one-time cash charge.
Lease amendment dated August 28, 2026 covers about 29,864 rentable square feet at 8000 Virginia Manor Road, Beltsville, Maryland
Company vacated and surrendered the premises effective August 31, 2026
Future rent obligations terminated effective September 1, 2026
One-time termination fee of about $0.8 million paid and security deposit of about $39,000 forfeited
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
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.
CF Industries said its Vice President and Corporate Controller and Chief Accounting Officer, Richard A. Hoker, told the company on August 31, 2026 that he intends to retire effective March 3, 2027. The filing does not name a successor or describe the reasons for the departure.
Richard A. Hoker, Vice President and Corporate Controller and Chief Accounting Officer, informed the company of his retirement intention on August 31, 2026
Retirement is effective March 3, 2027
Filing does not name a successor or give retirement reasons
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.
James River Group Holdings disclosed that director Thomas L. Brown told the company on August 31, 2026 that he does not intend to stand for re-election at the 2026 annual shareholder meeting. The company said the decision was not the result of any disagreement over its operations, policies or practices.
Director Thomas L. Brown advised the company on August 31, 2026 of his decision.
Brown does not intend to seek re-election at the 2026 annual general meeting of shareholders.
The company states the decision was not due to a disagreement on operations, policies or practices.
The 8-K was signed September 3, 2026 by Chief Legal Officer Jeanette Miller.
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
Hooker Furnishings' board declared a quarterly cash dividend of $0.115 per share, announced in a press release attached to this 8-K. The dividend is payable September 30, 2026, to shareholders of record on September 15, 2026, so shareholders on that record date will receive the payment.
Quarterly cash dividend of $0.115 per share declared September 3, 2026
Record date is September 15, 2026
Payment date is September 30, 2026
Shares trade on Nasdaq Global Select Market under ticker HOFT
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
Wiley reported first-quarter fiscal 2027 revenue of $386 million, down 3% from $397 million a year earlier, and a GAAP diluted loss of $0.23 per share compared with diluted earnings of $0.22. Adjusted EPS fell 10% to $0.44, and the company reaffirmed its full-year fiscal 2027 outlook. Shareholders face lower quarterly revenue and profit, higher debt after the Emerald acquisition, and a full-year outlook that depends on a second-half recovery the company expects.
Revenue of $386 million vs. $397 million a year earlier, down 3%; AI licensing revenue of $14 million vs. $29 million in the prior year
GAAP diluted EPS of $(0.23) vs. $0.22; adjusted EPS of $0.44 vs. $0.49, down 10%
Full-year fiscal 2027 outlook reaffirmed, including adjusted EPS of $4.60 to $5.05
Net debt rose to $1,185 million from $746 million after the June 1 Emerald acquisition; net debt-to-EBITDA ratio of 2.7x
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.
HF Foods Group closed its acquisition of Canadian frozen seafood distributor Searay Foods and Morgan Foods on August 31, 2026, paying a base price of CAD$47.9 million (about US$35.0 million). The company issued 1,701,871 shares and borrowed under its credit facilities, and the sellers can earn additional payments tied to future EBITDA targets. The filing says the deal marks HF Foods' first international expansion, but it does not give Searay's revenue or profit in US dollars.
Base purchase price of CAD$47.9 million (about US$35.0 million), equal to five times baseline Adjusted EBITDA of CAD$9.6 million, paid as CAD$38.4 million in cash and 1,701,871 shares at US$4.00 per share
Closing completed August 31, 2026; the amendment subordinates earnout payments to the buyers' credit facilities and adds simple interest at SOFR plus 2% on deferred earnouts
Lenders under the JPMorgan-led Credit Agreement consented to Searay Canada and Morgan Foods joining as borrowers within five business days after closing
Company says the deal is expected to be immediately accretive to margins and EPS, a forward-looking statement; financial statements and pro forma information will be filed by amendment
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
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
Lands' End reported second-quarter fiscal 2026 net revenue of $302.0 million, up 2.7% from a year earlier, and net income of $3.5 million, or $0.11 per diluted share, compared with a net loss of $3.7 million a year earlier. Adjusted EBITDA fell 25% to $11.3 million, and the company repurchased $10.5 million of its stock in the quarter. The company also issued third-quarter and full fiscal 2026 guidance, including fiscal 2026 net revenue of $1.30 billion to $1.35 billion.
Q2 net revenue $302.0 million, up $7.9 million or 2.7% from $294.1 million
Q2 net income $3.5 million, $0.11 per diluted share, versus a net loss of $3.7 million a year earlier
Q2 Adjusted EBITDA $11.3 million, down 25% from $15.1 million
Fiscal 2026 guidance: net revenue $1.30 billion to $1.35 billion; adjusted diluted EPS $0.44 to $0.72
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.