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).
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
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
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
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
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.
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.
Herc Rentals and its special purpose vehicle entered a Ninth Amendment to their receivables financing agreement on August 31, 2026. The amendment increases commitments and uncommitted allocations for greater borrowing availability and extends the maturity date to August 31, 2027.
Ninth Amendment to the receivables financing agreement signed August 31, 2026 with Credit Agricole Corporate and Investment Bank as administrative agent
Amendment increases commitments and uncommitted allocations to provide greater borrowing availability
Maturity date of the agreement extended to August 31, 2027
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.
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%.
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.
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.
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%
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.
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.
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.
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.