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).
Xylem entered into a new five-year, $1.5 billion senior unsecured revolving credit facility on September 8, 2026, and terminated its $1.0 billion facility from March 2023 at the same time. The company says the new facility will fund working capital and general corporate purposes, and no borrowings were outstanding on the filing date.
New facility: up to $1.5 billion, five years, available in U.S. dollars and Euros, with accordion increases of up to $500 million to a $2.0 billion maximum
Terminated 2023 facility: $1.0 billion, dated March 1, 2023, with citibank, N.A. as administrative agent
No borrowings outstanding under the new agreement as of September 8, 2026; loans carry a leverage-based covenant on total debt to EBITDA
Sound Point Meridian Capital, Inc. disclosed management's unaudited estimate that its net asset value per share was between $9.52 and $9.62 as of August 31, 2026. The filing provides a range rather than a single figure and does not compare the estimate with prior periods or explain changes in value.
Estimated NAV per share range: $9.52 to $9.62 as of August 31, 2026
Figures are management's unaudited estimate
Filed under Item 8.01 (Other Events) on September 8, 2026, signed by CEO Ujjaval Desai
Chime entered into a merger agreement to acquire Central Service Corporation (CSC), the parent of Stride Bank, N.A., for $590 million, subject to customary adjustments. Chime also raised its third-quarter and full-year 2026 guidance, and the deal is expected to close in the first half of 2027 after approvals from the OCC and the Federal Reserve. The acquisition would make Chime a bank holding company and give it its own bank charter.
Purchase price of $590 million, subject to adjustments for transaction expenses, certain dividends and preferred stock redemption
Expected close in the first half of 2027, subject to OCC and Federal Reserve approvals
Q3 2026 revenue guidance of $705 million, about 30% year-over-year growth; full-year revenue guidance of $2.76 billion to $2.77 billion
Full-year 2026 adjusted EBITDA guidance of $481 million to $489 million; Chime expects more than $100 million in net synergies
Estrella Immunopharma received a Nasdaq notice on September 1, 2026, stating its market value of listed securities fell below the $35 million minimum for 30 consecutive business days. The company has until March 1, 2027 to regain compliance, and the stock continues to trade on Nasdaq for now, but failure to comply could lead to delisting proceedings.
Nasdaq notice dated September 1, 2026 cites market value of listed securities below $35,000,000 for 30 consecutive business days, July 21 through August 31, 2026
Company does not meet Nasdaq's alternative standards for stockholders' equity of at least $2,500,000 or net income of at least $500,000
Compliance deadline is March 1, 2027; regaining compliance requires closing at $35,000,000 or more for at least ten consecutive business days
Common stock continues to trade on The Nasdaq Capital Market under the symbol ESLA
Worthington Steel GmbH, a subsidiary of Worthington Steel, Inc., signed a Domination and Profit and Loss Transfer Agreement (DPLTA) with Kloeckner & Co SE on September 8, 2026. The agreement takes effect only after Kloeckner shareholder approval and registration with the commercial register, no earlier than January 1, 2027, and registration may be delayed by German shareholder litigation. Outside Kloeckner shareholders may take a cash payment of EUR 11.00 per share or an annual payment of EUR 0.67 per share (EUR 0.66 net), and may challenge the terms in appraisal proceedings.
DPLTA signed September 8, 2026 between Worthington Steel GmbH and Kloeckner & Co SE, which follows the completion of Worthington Steel's voluntary takeover offer on June 3, 2026.
Kloeckner's extraordinary general meeting is expected October 23, 2026; approval requires at least 75% of the share capital represented.
Under the DPLTA, outside shareholders can elect EUR 11.00 per share in cash or an annual payment of EUR 0.67 per share (EUR 0.66 net).
Kloeckner shares were delisted from the Frankfurt Stock Exchange's regulated market effective August 12, 2026.
SUNation Energy and Suniva signed a First Amendment to their June 5, 2026 merger agreement on September 4, 2026, changing the conditions for closing and adding new stockholder approvals. The amendment also sets a $2,608,303 related party loan repayment or conversion plan at $2.26 per share, which depends on SUNation stockholder approval.
The amendment makes an increase in SUNation's authorized shares from 1 billion to 1.5 billion a closing condition, along with approval of share issuances tied to securities issued to Suniva lenders.
SUNation's closing net cash requirement changes from negative $1.5 million to negative $2.5 million, subject to adjustment for potential capital raises.
SUNation will use reasonable best efforts to repay or convert up to $2,608,303 in related party loans at a fixed conversion price of $2.26 per share; if stockholders do not approve the conversion, Suniva must repay the loans and accrued int
A consent letter limits further Suniva share issuances or committed issuances above 5% of its fully-diluted shares on a pro-forma basis without further SUNation written consent.
United Therapeutics entered an accelerated share repurchase agreement with Citibank to buy back about $477.6 million of its common stock, using the remainder of its $2 billion repurchase authorization. The company will pay the amount upfront on or around September 10, 2026, and will receive an initial delivery of about 719,376 shares, with final settlement expected in the fourth quarter of 2026.
Upfront payment of about $477.6 million to Citibank on or around September 10, 2026
Initial delivery of about 719,376 shares, about 75% of the shares expected under the agreement at the September 8, 2026 closing price
Final share count depends on the average daily VWAP during the term, less a discount; final settlement expected in Q4 2026
Company previously completed ASR agreements totaling $1.5 billion in March 2026 and bought $22.4 million in open-market purchases in Q3 2026
Suniva, which is to merge with SUNation under a June 2026 merger agreement, announced on September 8, 2026 that it completed an $835 million financing of debt and equity. The funds will build a 4.5 GW solar cell facility in Laurens County, South Carolina, which the filing says is expected to be completed in late 2027. The filing does not say how the financing affects SUNation's own finances or the merger's timing.
Suniva completed an $835 million capital raise, comprising debt and equity financing, announced September 8, 2026.
Debt includes senior secured credit facilities from funds managed by Goldman Sachs Alternatives and I Squared Capital, plus a second lien facility from JBA Asset Management; equity came from Electron Capital Partners, Orion Infrastructure C
The Laurens County facility is described as a 4.5 GW project with an approximately $600 million investment and 564 anticipated jobs, with completion expected in late 2027.
SUNation and Suniva signed the Merger Agreement on June 5, 2026; the merger remains subject to closing conditions and stockholder and Nasdaq approvals.
Apnimed reported second-quarter 2026 results that swung to net income of $125.9 million, compared with a net loss of $69.5 million a year earlier. The gain was driven by an $85.4 million gain on sale of an equity method investment and a $57.1 million gain on reversal of a deposit liability, while revenue fell to $12.1 million from $17.1 million and the operating loss widened to $11.7 million from $5.9 million. The results also cover the completed IPO, with gross proceeds of $220.8 million, and the FDA's acceptance of the NDA for AD109 (proposed name Oxnimbi) with a PDUFA date of February 28, 2027.
Net income of $125.9 million, or $3.91 per diluted share, versus a net loss of $69.5 million, or $14.61 per share, in Q2 2025
Revenue - related party was $12.1 million versus $17.1 million a year earlier; loss from operations was $11.7 million versus $5.9 million
G&A expenses rose to $12.7 million from $5.4 million, while R&D fell 38% to $9.9 million
Cash and cash equivalents were $172.8 million at June 30, 2026, before the IPO's $220.8 million in gross proceeds
BIO-key International said its 2026 Annual Meeting of Stockholders, convened September 3, 2026, lacked enough votes to approve Proposal 4, which covers issuing up to 1,236,668 shares on exercise of warrants from its August 10, 2026 warrant inducement transaction. The company adjourned the meeting to October 2, 2026, and asked stockholders who have not voted on Proposal 4 to submit a new proxy, which matters because the share issuance is needed to meet Nasdaq listing rules.
Proposal 4 would approve up to 1,236,668 shares for warrants issued in the August 10, 2026 warrant inducement transaction, for Nasdaq Listing Rule 5635(d) purposes.
The Annual Meeting will reconvene on Friday, October 2, 2026, at 10:00 a.m. local time in Holmdel, NJ.
The record date remains July 15, 2026; stockholders who have already voted and do not want to change their vote need not act.
Amylyx entered a manufacturing and supply agreement with Bachem on September 8, 2026, and a term sheet with Polypeptide Group on September 1, 2026, to supply its long-term commercial needs for avexitide drug substance, if approved. The company will pay Polypeptide a $30 million upfront fee for capacity reservation, and both suppliers are non-exclusive.
Bachem Manufacturing Agreement signed September 8, 2026, with an initial five-year term that renews automatically for three-year periods
Polypeptide Term Sheet signed September 1, 2026, with a $30 million upfront fee for capacity reservation; a definitive agreement is still to be negotiated
Both agreements require minimum annual purchases beginning in 2028, with supply prices adjusted annually
Full agreements will be filed as exhibits to the Form 10-Q for the quarter ending September 30, 2026
Quantinuum finalized an Other Transaction Agreement with the U.S. Department of Commerce for an award of up to $100 million under the CHIPS Act, with $56 million made available on or about the September 4, 2026 award date and the rest tied to project milestones. On September 8, 2026, the company issued 2,369,528 Class A shares to the Department of Commerce, which adds to the share count held by existing investors and gives the government resale registration rights.
Award of up to $100 million: $56 million available on or about September 4, 2026, with additional $32 million and $12 million payments after milestones.
2,369,528 shares of Class A common stock issued to the Department of Commerce under a Securities Issuance Agreement dated September 8, 2026.
Company agreed to use commercially reasonable efforts to file a resale shelf registration within three months of the agreement.
Department of Commerce may claw back up to the full disbursed award if the company materially fails to meet research security, IP or domestic production requirements.
AEVEX Corp. closed its acquisition of Maritime Applied Physics, LLC, the target that the press release calls BlackSea Technologies, on September 8, 2026. The total enterprise value is $600 million, subject to customary adjustments, and $350 million of it is paid in 12,727,273 newly issued Class A common shares, which dilutes existing shareholders. The filing says the target becomes the company's Maritime Systems division.
Total enterprise value of $600,000,000, subject to customary adjustments; $350,000,000 paid in 12,727,273 Class A common shares
Post-closing adjustment of up to $5,000,000 held in escrow based on net working capital, cash, indebtedness and transaction expenses
Up to $50,000,000 of contingent consideration, payable in additional shares if conditions are met by December 31, 2027, capped at 19.99% of outstanding shares
Target becomes the Maritime Systems division, led by former BlackSea CEO Bob Pudney; financial statements and pro forma information to follow by amendment
Concentra Group Holdings Parent, Inc. (NYSE: CON) said Tanner Newton, its senior vice president of strategy and finance, will become executive vice president and chief financial officer effective November 1, 2026. The change is part of a previously announced leadership succession in which Matthew DiCanio becomes president and chief executive officer and Keith Newton becomes executive chairman on the same date. The filing does not report financial results, and the terms of Tanner Newton's employment agreement will be disclosed in a later filing.
Tanner Newton, 34, was appointed EVP and CFO, effective November 1, 2026; he has been SVP of strategy and finance since January 2025.
Matthew DiCanio, currently president and CFO, becomes president and CEO on November 1, 2026; Keith Newton moves from CEO to executive chairman.
Tanner Newton is the son of Keith Newton, a board member and the current CEO; the company says no arrangements exist under which he was appointed.
Compensation terms are not yet disclosed; the company expects to file an 8-K after the employment agreement is signed.
IPG Photonics signed a share purchase agreement on September 8, 2026, to acquire Lumibird Medical from Lumibird S.A. for €300 million in cash on a cash-free, debt-free basis, plus up to €50 million in contingent earn-out payments tied to 2026 and 2027 performance metrics. The company expects to fund the deal with cash on hand, and closing is expected in the fourth quarter of 2026, subject to French regulatory approvals and an AMF waiver.
Purchase price of €300 million on a cash-free, debt-free basis, payable in cash at closing, with customary adjustments
Earn-out of up to €50 million in additional cash based on certain 2026 and 2027 performance metrics
Closing subject to French foreign investment authorization and an AMF waiver from a mandatory buyout offer; expected in Q4 2026
Company secured a warranty and indemnity insurance policy covering certain breaches of seller representations
Clearway Energy, Inc. said CFO Sarah Rubenstein will move to a new role at Clearway Energy Group LLC effective October 1, 2026, and Steven Ryder, currently CFO of Clearway Energy Group, will succeed her as CFO of the company. The company also appointed Samantha Prout as senior vice president, accounting and controller, effective September 8, 2026. The filing reports no financial results or guidance; the changes concern the leadership of the company's finance and accounting functions, and Clearway Energy Group held approximately 54.88% of the combined voting power as of June 30, 2026.
Sarah Rubenstein transitions out of her role as CFO effective October 1, 2026, and will become Head of the Transformation Office at Clearway Energy Group LLC.
Steven Ryder, EVP and CFO of Clearway Energy Group since September 2018, becomes CFO of Clearway Energy, Inc. effective October 1, 2026, and keeps his Clearway Energy Group role.
Samantha Prout, formerly Chief Accounting Officer and Controller at Amicus Therapeutics, joins as SVP, Accounting and Controller effective September 8, 2026, and succeeds Rubenstein as principal accounting officer.
Prout will receive a one-time cash sign-on bonus of $50,000.
Adobe's board appointed Anil Chakravarthy, currently president of the Customer Experience Orchestration business, as president and chief executive officer effective December 1, 2026. Shantanu Narayen, the current chair and CEO, will retire as CEO and become Executive Chair, and David Wadhwani is stepping down as president of the Creativity & Productivity business effective September 27, 2026. The filing contains no financial results, so the change is a leadership transition rather than a change in reported performance.
Anil Chakravarthy named President and CEO and board member, effective December 1, 2026
Shantanu Narayen retires as CEO and becomes Executive Chair of the Board on the same date
David Wadhwani steps down as President, Creativity & Productivity Business, effective September 27, 2026, and remains as a senior advisor for a transition period
Adobe plans to hold its Q3 FY2026 earnings call on September 10
Quaker Chemical said Executive Vice President, Global Specialty and Chief Growth Officer Jeewat Bijlani will no longer serve in that role effective September 30, 2026. The company said the departure is not related to any disagreement and is treated as a termination without cause under his employment agreement, with severance subject to a customary release of claims.
Jeewat Bijlani's departure as Executive Vice President, Global Specialty and Chief Growth Officer is effective September 30, 2026
The company says the departure is not related to any disagreement with Bijlani
Separation is a termination without cause; severance is subject to a customary release of claims and follows the Company's March 31, 2026 proxy statement terms
Full House Resorts' subsidiary FHR-Illinois and the City of Waukegan, Illinois, signed Amendment No. 1 to their development agreement for the American Place casino on September 2, 2026. The amendment extends the permanent facility's construction completion date to February 17, 2029 and allows the temporary casino structure to be kept in use for five years after the permanent casino opens.
Amendment dated September 2, 2026, formalizes terms the Waukegan City Council approved in July 2026.
Permanent American Place construction completion date extended to February 17, 2029, with operations to begin within three months of completion.
Temporary casino structure may be retained and used for five years beyond the permanent casino's opening.
All other terms of the original January 18, 2023 Development Agreement remain in effect.
Alamo Group said on September 8, 2026 that it will stop producing its Boxer branded line of products as part of an ongoing review of its product portfolio. The company estimates approximately $7.0 million to $10.0 million in charges in the third quarter of 2026, and does not expect material cash expenditures tied to the impairment charges.
Decision to cease production of the Boxer branded product line made September 8, 2026
Estimated charges of approximately $7.0 million to $10.0 million, expected in the third quarter of 2026
Company does not expect material cash expenditures; estimates depend on inventory and equipment net realizable value and may change
MIND Technology reported fiscal second-quarter revenue of about $5.6 million for the quarter ended July 31, 2026, down from $13.6 million a year earlier, and a net loss of about $1.7 million, or $0.19 per share, versus net income of $1.9 million, or $0.24 per share, a year earlier. The company said order flow is being hurt by macro uncertainty, and its marine technology product backlog fell to $4.8 million from $12.8 million at July 31, 2025.
Revenue of about $5.6 million, versus $13.6 million in the second quarter of fiscal 2026 and $9.7 million in the first quarter of fiscal 2027
Operating loss of about $1.8 million, versus operating income of $2.7 million a year earlier; Adjusted EBITDA loss of about $949,000, versus $3.1 million a year earlier
Marine technology product backlog for the Seamap segment was $4.8 million at July 31, 2026, down from $12.8 million at July 31, 2025
Company reported $15.8 million in cash and said it is debt-free; conference call scheduled for September 9, 2026 at 9:00 a.m. Eastern Time
Solaris Energy Infrastructure completed its acquisition of Omega Foundation Services, an engineering, procurement and construction firm, through a merger agreement signed and closed on September 1, 2026. The seller, Andrew W. Bennett, received 3,599,199 Class A common shares and about $77 million in cash, subject to post-closing adjustments. The company says the deal adds specialized EPC capabilities to its power infrastructure offering.
Consideration: 3,599,199 Class A common shares plus about $77 million in cash, subject to customary post-closing adjustments
Merger agreement dated September 1, 2026, with the transaction closing the same day
Seller is subject to a 180-day lockup on the shares received, with a longer restriction on a portion of them
Press release of September 2, 2026 cites about $101 million of net cash consideration and $28 million of debt and lease assumption; financial statements and pro forma information to be filed by amendment
Allegion plc said its International president, Tim Eckersley, will retire effective December 31, 2026, after a 40-year career. The board appointed Serge Zappone, currently Allegion APAC general manager, as President, International and Senior Vice President effective January 1, 2027, reporting to CEO John H. Stone. The filing describes an orderly handover, with Eckersley leading the segment through 2026.
Tim Eckersley to step down as President, International and retire effective December 31, 2026
Serge Zappone appointed to succeed him effective January 1, 2027, reporting to CEO John H. Stone
Eckersley will remain in charge of Allegion International through 2026 and work with Zappone on the transition
Zappone joined Allegion in 2020 and has more than 30 years of building products industry experience
TPG Inc. disclosed that President Todd Sisitsky notified the company on September 6, 2026 that he is stepping down as President and from the Board of Directors, effective immediately. The filing does not name a successor or give a reason, so shareholders will be watching for any leadership announcement.
Todd Sisitsky notified TPG of his decision on September 6, 2026
He is leaving his position as President and his seat on the Board of Directors, effective immediately
The filing does not name a replacement or state the reason for the departure
Zimmer Biomet said Kevin Thornal, Group President, Global Businesses and the Americas, will leave the company effective September 30, 2026, as his position is restructured. Gary Campbell, Brian Hatcher and Bradley Kessler were promoted to new roles effective October 1, and the company reiterated its full-year 2026 financial outlook provided on August 5, 2026.
Kevin Thornal's position is restructured and he departs effective September 30, 2026, with severance under the Restated Executive Severance Plan.
Thornal's severance is a lump sum of twelve months of base salary plus target annual bonus, plus twelve months of COBRA premiums, conditioned on a general release.
Gary Campbell becomes President, Americas; Brian Hatcher becomes President, Recon, S.E.T., CMFT, Neuro and Biosurgery; Bradley Kessler becomes President, Americas – Robotics, Technology and Data, all effective October 1.
The company reiterated its full-year 2026 financial outlook provided on August 5, 2026.
Casey's reported first-quarter results for the three months ended July 31, 2026, with net income up 27.1% to $273.7 million and diluted EPS up 27.7% to $7.37. The company said the gains came from higher inside and fuel gross profit, partly offset by higher operating expenses, which rose 8.0%. Its previously disclosed fiscal 2027 outlook remains unchanged, and shareholders elected all 11 director nominees at the September 2 annual meeting.
Diluted EPS was $7.37 versus $5.77 a year earlier; net income was $273.7 million, up 27.1%; EBITDA was $485.1 million, up 17.1%.
Fuel gross profit rose 19.6% to $446.9 million, and inside gross profit rose 6.3% to $749.8 million.
Quarterly dividend of $0.65 per share approved, payable November 13, 2026, to shareholders of record on November 1, 2026.
At the September 2 annual meeting, a shareholder proposal on special meeting rights received 11,445,252 votes for and 17,633,598 against.
Amerant Bancorp entered into an employment agreement with President and CEO Carlos Iafigliola, effective September 4, 2026, running an initial three years. The agreement sets a $875,000 base salary and includes severance terms that depend on whether a termination occurs before or after a change in control.
Initial term runs from September 4, 2026 to the third anniversary, with automatic one-year renewals unless notice of at least 60 days is given
Base salary of $875,000; target annual bonus at least 90% of base salary, maximum at least 135%
Severance before a change in control: two times base salary plus bonus component, paid over 24 monthly installments
Severance after a change in control within 24 months: lump sum of 2.99 times the same measure, subject to banking golden parachute rules
Espey Mfg. & Electronics declared a special cash dividend of $0.75 per share, in addition to a regular quarterly dividend of $0.25 per share, payable September 25, 2026 to holders of record on September 18, 2026. The Board also promoted Kaitlyn O'Neil, who was already principal financial officer and treasurer, to Chief Financial Officer & Treasurer.
Special cash dividend of $0.75 per share, plus regular quarterly dividend of $0.25 per share
Dividends payable September 25, 2026 to shareholders of record on September 18, 2026
Kaitlyn O'Neil promoted to Chief Financial Officer & Treasurer; she previously held the principal financial officer and treasurer roles
On September 8, 2026, Smithfield Foods updated its third quarter 2026 outlook ahead of the Barclays Global Consumer Staples Conference, citing further pressure on the fresh pork market spread and lower hog prices. The company now expects a Fresh Pork third quarter adjusted operating loss of $70 million to $90 million and total company third quarter adjusted operating income of $115 million to $175 million, while reaffirming its fiscal 2026 Packaged Meats outlook. Shareholders will receive updated full-year Fresh Pork, Hog Production and total company guidance with third quarter results.
Fresh Pork third quarter adjusted operating loss now expected at $70 million to $90 million, driven by industry spread compression.
Hog Production third quarter adjusted operating profit now expected at $25 million to $45 million, driven by lower hog prices.
Total company third quarter adjusted operating income expected at $115 million to $175 million.
Packaged Meats fiscal 2026 adjusted operating income outlook of $1.075 billion to $1.15 billion reaffirmed, unchanged from the prior range.
BBOT released new Phase 1 data for BBO-8520 and said it will focus its capital on BBO-8520 plus pembrolizumab in second-line-plus KRAS G12C inhibitor-experienced lung cancer and on BBO-11818 and BBO-10203 combinations in KRAS-mutant cancers. The attached corporate presentation says BBO-8520 in first-line NSCLC and BBO-10203 in breast cancer have been deprioritized, with no near-term plans for further investment. For shareholders, the filing narrows the pipeline focus, and the company projects its $344.1 million in cash will fund operations into 2028.
BBO-8520 plus pembrolizumab showed a 75% objective response rate at the 500 mg once-daily dose and 53% across all dose levels (N=17) in the ONKORAS-101 study, with a June 1, 2026 data cutoff.
Cash, cash equivalents and marketable securities were $344.1 million as of June 30, 2026, which the company projects will fund operations into 2028.
BBO-11818 and BBO-10203 monotherapy data update is expected in Q4 2026; expanded BBO-8520 plus pembrolizumab data is expected in mid-2027.
The corporate presentation says BBO-8520 in 1L NSCLC and BBO-10203 in breast cancer have been deprioritized, with no near-term plans for further investment.
Satellogic's Board approved the appointment of Frank Dixon Whitworth III as President, effective September 7, 2026. Whitworth is a retired U.S. Navy Vice Admiral who served as Director of the National Geospatial-Intelligence Agency from June 2022 until his retirement in December 2025, and he has been a strategic advisor to the company since March 2026. His offer letter sets out pay and severance terms, which shareholders can review in the 10-Q filing for the period ending September 30, 2026.
Board approved the appointment on September 4, 2026, effective September 7, 2026.
Offer letter provides a $400,000 annual base salary and a $240,000 target annual performance bonus.
First-year restricted stock unit grant has a grant date value of $1,875,000, vesting quarterly over five years.
If terminated without cause outside a change of control, he receives six months of base salary, a prorated bonus and some equity acceleration.
Mission Produce reported fiscal third-quarter 2026 results for the quarter ended July 31, 2026. Revenue rose 26% to $450.0 million, but the company posted a net loss attributable to Mission Produce of $6.5 million, or $(0.08) per diluted share, including $25.4 million of pre-tax Calavo acquisition-related costs, compared with income of $14.7 million, or $0.21 per share, a year earlier. The company reaffirmed its second-half fiscal 2026 Adjusted EBITDA outlook of $84 million to $88 million and raised its estimated annualized Calavo synergy opportunity to more than $30 million.
Revenue $450.0 million, up 26%; avocado volume up 38% and per-unit prices down 9%
Net loss attributable to Mission Produce $6.5 million, or $(0.08) per diluted share, versus income of $14.7 million, or $0.21, a year earlier
Adjusted net income $15.0 million, or $0.18 per diluted share, versus $18.2 million, or $0.26, a year earlier
Second-half fiscal 2026 Adjusted EBITDA outlook of $84 million to $88 million reaffirmed; fourth-quarter Adjusted EBITDA expected at $52 million to $55 million
American Integrity Insurance Group furnished an investor presentation for its 2Q 2026 results, to be used at the KBW Insurance Conference on September 10, 2026. For the quarter ended June 30, 2026, net premiums earned rose to $105 million from $66 million, adjusted net income rose to $35 million from $31 million, and the combined ratio improved to 63% from 73%. For the six months, adjusted net income fell 21% to $55 million from $69 million.
Q2 2026 gross premiums written were $327 million, up 14% from $287 million in Q2 2025.
Q2 2026 adjusted return on equity was 40%, compared with 51% in Q2 2025.
The 2026-2027 catastrophe reinsurance program was finalized with a total cost expected to be $430 million to $440 million.
Ceding percentage on the non-catastrophe quota share was reduced from 40% to 25% effective January 1, 2026.
AdaptHealth appointed Harriss Currie as Chief Financial Officer, effective September 9, 2026. Jason Clemens, the current CFO, ends his CFO authority on September 8, 2026, and leaves the company effective October 1, 2026, with severance for a termination without cause. The change in the top finance role is a leadership transition; the filing contains no financial results or guidance.
Harriss Currie, age 64, starts as CFO on September 9, 2026, under an employment agreement dated September 7, 2026.
Currie's annual base salary is $670,000, with a target bonus of 100% of base salary, and a sign-on RSU grant valued at $818,462.
Currie previously served as CFO of Luminex Corp. from October 2003 until its sale to DiaSorin in July 2021.
Jason Clemens's CFO authority ends September 8, 2026, and his employment ends October 1, 2026; he will receive severance for a termination without cause.
Lightbridge Corporation said the U.S. Department of Energy selected it for the Nuclear Energy Launch Pad INL program, which the company says gives an accelerated, DOE-authorized path to build a facility at Idaho National Laboratory that would make Lead Test Assemblies of its fuel for commercial reactors. The company said cost estimates for the facility are still being developed, but based on preliminary estimates it expects existing cash and financial resources to fund it; no financial results or guidance were reported.
Selection announced in a press release dated August 31, 2026, and discussed in a shareholder letter dated September 8, 2026.
The planned SHED facility would be authorized by DOE rather than the NRC; the company said it hopes to meet utility demand for Lead Test Assemblies by the mid-2030s.
Company said it has been working with an EPC firm in preparation for construction of SHED as soon as next year.
Company said that based on preliminary estimates, SHED can be funded from current cash and financial resources; detailed cost estimates are still in development.
Blue Owl Capital Corporation completed a $398 million term debt securitization, known as a collateralized loan obligation, on September 2, 2026, through its consolidated subsidiary Owl Rock CLO XXVI, LLC. The debt is secured by middle market loans and matures in July 2038, and the company expects to use the net proceeds for general corporate purposes.
Closed September 2, 2026; the transaction totals $398 million, including secured notes, Class A-L loans and preferred shares.
Secured notes include $182 million Class A-1 at three-month term SOFR plus 1.48%, $25 million Class A-F at 5.54%, $40 million Class B and $20 million Class C.
The company bought all $106.15 million of preferred shares to meet risk-retention rules and initially transferred $362.067 million in funded par amount of middle market loans to the issuer.
The debt matures in July 2038; the investment adviser has waived its collateral management fee but may rescind the waiver.
Xponential Fitness appointed Jennifer Ryu as Chief Financial Officer, effective October 19, 2026, succeeding Robert Julian, who has been interim CFO since March 2026. The filing also notes the Board has initiated a review of strategic alternatives to maximize shareholder value, which is ongoing and led by independent directors with Jefferies as financial advisor.
Ryu has been Executive Vice President and CFO of Resources Connection Inc. since 2019
Offer letter sets base salary at $550,000, a 60% target bonus, and a $150,000 sign-on bonus
Ryu's new hire and annual grants total $1.7 million, split 50% restricted stock units and 50% performance share units
Robert Julian will remain a consultant to the Company to ensure a smooth transition
InnovAge reported fiscal 2026 revenue of $989.7 million, up about 15.9% from $853.7 million, and a net loss attributable to the company of $2.5 million, or $0.02 per share, versus $30.3 million, or $0.22 per share, a year earlier. The company also issued fiscal 2027 guidance calling for revenue of $1,050 million to $1,085 million and Adjusted EBITDA of $105 million to $115 million, but it accrued $52.4 million in litigation losses for the year, which weighs on shareholder results.
Fiscal 2026 Adjusted EBITDA was $94.6 million, up from $34.5 million in fiscal 2025; the margin was 9.6%.
Fourth-quarter net income attributable to InnovAge was $8.3 million, or $0.06 per share, compared with a loss of $0.8 million a year earlier.
Fiscal 2026 litigation costs and settlements totaled $57.0 million, including $52.4 million of accrued losses for potential resolutions or paid settlements.
Fiscal 2027 guidance: census of 8,625 to 8,850 participants, total revenues of $1,050 million to $1,085 million, and Adjusted EBITDA of $105 million to $115 million.
Barnes & Noble Education reported fiscal 2027 first-quarter results for the period ended August 1, 2026. Revenue rose 0.8% to $290.6 million and the net loss narrowed to $12.9 million from $18.3 million a year earlier, while the company reiterated its fiscal 2027 outlook, including an Adjusted EBITDA target of $85 million to $92 million.
Revenue was $290.6 million, up $2.4 million or 0.8% year over year; BNC First Day revenue rose 9.0% to $124.7 million.
Net loss was $12.9 million, an improvement of 29.3% from $18.3 million; Adjusted EBITDA was a loss of $9.3 million versus a loss of $11.5 million.
First Day Complete will be offered at 263 campuses in fall 2026, reaching more than 1.43 million students, about 26% more than fall 2025.
The company reiterated its fiscal 2027 outlook and targets Adjusted EBITDA of $85 million to $92 million; total debt was $123.5 million, down from $170.0 million a year earlier.
Snap Inc disclosed that Chief Business Officer Ajit Mohan notified the company on September 3, 2026, that he will leave to pursue other opportunities. His expected last day is December 31, 2026, and he confirmed the departure is not related to any disagreement with the company on accounting, strategy, management, operations, policies, or practices. The filing does not name a successor or report any financial results.
Ajit Mohan, Chief Business Officer, gave notice on September 3, 2026
Expected last day at Snap is December 31, 2026
Mohan confirmed no disagreement with Snap on accounting, strategy, management, operations, or policies
Everus Construction Group entered a First Amendment to its credit agreement on September 1, 2026, refinancing its existing term loans and revolving commitments and increasing both. The company says proceeds will partly fund its previously announced acquisition of Epsilon Industries, and pricing on borrowings is lower than under the original agreement.
Term loans increased by $200.0 million to a total of $477.5 million
Revolving credit commitments increased by $125.0 million to a total of $350.0 million
Term SOFR margin cut to 1.75%-2.50% from 2.00%-2.75%, based on net leverage
Proceeds partly fund the previously announced Epsilon Industries acquisition
Braze reported results for the fiscal quarter ended July 31, 2026, with revenue of $227.2 million, up 26.2% from a year earlier, and a GAAP net loss of $0.17 per share, narrower than the $0.26 loss a year earlier. The company also issued Q3 guidance and updated its full-year fiscal 2027 revenue outlook to $910.0 million to $913.0 million, which gives shareholders a current view of expected revenue and profitability.
Revenue was $227.2 million, up 26.2% from $180.1 million in the prior-year quarter.
GAAP net loss per share was $0.17 versus $0.26 a year earlier; non-GAAP diluted EPS was $0.19 versus $0.15.
Free cash flow was $21.7 million versus $3.5 million a year earlier.
Q3 fiscal 2027 revenue guidance is $229.0 million to $230.0 million; full-year revenue guidance is $910.0 million to $913.0 million.
Braveheart Bio, a clinical-stage company with no reported revenue, posted a second-quarter 2026 net loss of $15.0 million, up from $0.4 million a year earlier, as R&D and G&A spending rose. Cash was $122.8 million at June 30, 2026, or about $527.3 million on an as-adjusted basis after its August 2026 IPO, which the company says funds operations into 2029.
Net loss attributable to common stockholders was $18.6 million, or $2.51 per share, versus $0.14 per share in Q2 2025; this includes a $3.6 million non-cash deemed dividend.
R&D expenses were $11.1 million and G&A expenses were $4.8 million for the quarter, compared with $0.0 million and less than $0.1 million a year earlier.
Cash and cash equivalents were $122.8 million at June 30, 2026; the IPO closed in August 2026 with aggregate net proceeds of about $404.5 million.
The company said the first patient in the LIONHEART-HCM Phase 3 trial is expected to be dosed this year, and the NOBLEHEART-HCM Phase 3 trial is expected to start in the first half of 2027.
ServiceTitan reported fiscal second-quarter 2027 results for the period ended July 31, 2026, with total revenue up 21% year over year to $292.8 million and a GAAP net loss of $24.9 million, down from $32.2 million a year earlier. The company also issued fiscal third-quarter and full fiscal 2027 revenue and non-GAAP operating income outlooks, which shareholders can compare against future results.
Total revenue of $292.8 million, up from $242.1 million; platform revenue grew 22% to $284.5 million.
GAAP loss from operations narrowed to $27.6 million from $34.8 million; non-GAAP income from operations rose to $44.4 million from $29.2 million.
Non-GAAP free cash flow was $50.5 million, compared with $34.3 million a year earlier.
Outlook: fiscal Q3 2027 revenue of $285 million to $287 million; full fiscal 2027 revenue of $1,139 million to $1,144 million and non-GAAP operating income of $152 million to $154 million.
Carlsmed appointed Jeffrey Bertolini, previously its senior vice president of operational excellence, as chief operating officer effective September 8, 2026. His base salary rose to $475,000 and his target incentive rose to 60% of salary, and he received 50,000 stock options. The filing reports no financial results, so the change is a management appointment rather than a change in reported performance.
Jeffrey Bertolini, age 60, appointed chief operating officer by the board on September 4, 2026, effective September 8, 2026.
Base salary increased to $475,000 from $440,000; target annual incentive increased to 60% of base salary.
Granted 50,000 stock options on September 8, 2026.
Previously served as senior vice president, operational excellence, since March 2025, and joined the company in September 2024.
Intellia Therapeutics said the FDA accepted its Biologics License Application for lonvo-z, its investigational one-time treatment for hereditary angioedema, and granted Priority Review with a PDUFA target action date of March 10, 2027. The FDA also said it does not currently plan to hold an advisory committee meeting on the application. The milestone sets a defined regulatory timeline for a product the company says could be the first approved in vivo CRISPR-based therapy.
FDA accepted the BLA for lonvo-z and granted Priority Review
PDUFA target action date is March 10, 2027
FDA does not currently plan an advisory committee to discuss the application
Phase 3 HAELO trial met its primary and all key secondary endpoints, with an 87% reduction in mean monthly attacks versus placebo
LiqTech International's Chief Financial and Operating Officer, David Noerby Foss Kowalczyk, notified the company on August 31, 2026, that he intends to resign effective November 30, 2026. The filing says the departure is not due to any disagreement with the company over its operations, policies or practices.
Resignation notice given August 31, 2026; effective date November 30, 2026
Departing officer: David Noerby Foss Kowalczyk, Chief Financial and Operating Officer
Filing states no disagreement with the company on operations, policies or practices
8-K signed September 8, 2026 by CEO Fei Chen; no successor is named in the filing
Inhibrx Biosciences reported primary endpoint results from the randomized Phase 2 portion of its HexAgon study of INBRX-106 plus pembrolizumab in first-line head and neck squamous cell carcinoma, with a data cutoff of August 19, 2026. The company plans to add about 50 HPV+ oropharyngeal patients to the Phase 2 portion to support a potential accelerated regulatory pathway, then align with the FDA and start a Phase 3 confirmatory portion.
Confirmed objective response rate was 48.3% for INBRX-106 plus pembrolizumab vs 26.5% for pembrolizumab alone; 4 patients (13.8%) in the combination arm had a complete response vs none in the control arm.
Median progression-free survival was 9.6 months vs 4.9 months, though the company said median PFS continues to mature.
In HPV+ patients, confirmed objective response rate was 80.0% vs 33.3%, based on 10 combination-arm and 9 control-arm patients.
The most common treatment-related adverse events were rash, fatigue and diarrhea, which the company described as predominantly low grade.
Effective September 4, 2026, NTIC's board named Gautam Ramdas President and Chief Executive Officer, replacing G. Patrick Lynch, who became Chairman of the Board and will remain an employee for up to three years. The board also expanded from eight to nine directors, added Ramdas as a director, and appointed Brian Haglund as Chief Operating Officer. The company says the changes are part of its management succession plan and not the result of any disagreement with the company.
Gautam Ramdas named President and CEO, with a base salary of $520,000 and severance of 18 months' base salary on involuntary termination
G. Patrick Lynch named Chairman, with a base salary of $150,000 and severance of $667,000 payable on termination for any reason
Richard Nigon, former Chairman, named lead independent director; Brian Haglund named Chief Operating Officer at a base salary of $302,500
Board expanded from eight to nine directors; Ramdas received a promotional option on 15,278 shares at $7.99 per share
On September 3, 2026, AGNT agreed to buy 8,693,290 of its common shares from the Gratitude 2022 Trust at $3.68 per share, a 10% discount to the five-day volume-weighted average price. The trust's sole beneficiaries are adult family members of Chairman and CEO Glenn Sanford, and the audit committee, made up of independent directors, approved the deal, so shareholders should note the related-party nature of this sizable purchase.
Seller: Frank Selden as trustee of the Gratitude 2022 Trust; beneficiaries are adult family members of Glenn Sanford
Audit committee of independent, disinterested directors reviewed and approved the deal under the related person transaction policy
Closing is subject to customary conditions and must occur on or before September 11, 2026, unless extended
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