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).
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
German American Bancorp's Chairman and CEO D. Neil Dauby and President and CFO Bradley M. Rust will host investor meetings on September 9, 2026, at the Raymond James 2026 U.S. Bank Conference. The attached presentation, furnished as Exhibit 99.1, shows first-half 2026 reported net income of $71.3 million and earnings per share of $1.90, compared with $41.9 million and $1.16 in the same period of 2025.
D. Neil Dauby and Bradley M. Rust will host a series of investor meetings on September 9, 2026.
Six-month 2026 reported net income was $71.3 million, versus $41.9 million in the first half of 2025; reported EPS was $1.90, versus $1.16.
As of June 30, 2026, total assets were $8.4 billion and total loans, net of unearned income, were $5.9 billion.
The presentation is furnished under Item 7.01 and is not deemed filed under Section 18 of the Exchange Act.
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.
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
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.
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.
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.
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.
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
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.
IQSTEL said it has launched a commercial sales pipeline with mobile operators for IDILIO TV, a microdrama streaming service, and set a corporate objective to reach a potential audience of about 40 million mobile users by the end of the second quarter of 2027. The company also disclosed preliminary, unaudited revenue of about $207 million for the first half of 2026, compared with about $130 million in the prior-year period. The filing says the 40 million figure is potential reach, not paying subscribers, and the 500,000 gross subscriber figure is an illustration, not guidance.
Corporate objective: potential audience of about 40 million mobile users by the end of Q2 2027 through operator distribution channels.
Illustrative only: 500,000 gross subscribers by end of 2027 based on an assumed 1.25% penetration rate, excluding churn; the company says this is not guidance.
Preliminary, unaudited first-half 2026 revenue of about $207 million, versus about $130 million in the prior-year period, subject to completion of customary review.
IDILIO TV is backed by a $5 million seed round led by a16z Speedrun, with participation from Goodwater Capital, WndrCo and David Vélez.
Philip Morris International furnished slides for a September 8, 2026 presentation by CEO Jacek Olczak at the Barclays Global Consumer Conference. The company raised its 2026 adjusted diluted EPS forecast to $8.35 to $8.50, a 10.7% to 12.7% increase, and says the change reflects currency only. Excluding currency, the forecast is $8.11 to $8.26, or 7.5% to 9.5% growth.
2026 adjusted diluted EPS forecast raised to $8.35 to $8.50 (10.7% to 12.7% growth), including a favorable currency impact of 24 cents
Excluding currency, the 2026 adjusted diluted EPS forecast is $8.11 to $8.26 (7.5% to 9.5% growth)
Q3 2026 adjusted diluted EPS forecast is $2.29 to $2.34, with 1 cent of favorable currency
Slides cite Japan consumer offtake recovery in line with expectations and October pricing confirmed
EVI Industries reported fiscal 2026 revenue of $446.6 million, up 15%, and net income of $7.7 million, up 3%, for the year ended June 30, 2026. Fourth-quarter revenue rose 11% to a record $121.9 million and net income rose 31% to $2.7 million. The company also said it closed its Sudsies acquisition on September 1, 2026, forming a consumer garment care division.
Fiscal 2026 revenue rose 15% to a record $446.6 million, and gross profit rose 19% to a record $140.7 million.
Fiscal 2026 net income rose 3% to $7.7 million; diluted earnings per share were $0.48, compared with $0.49 a year earlier.
Fourth-quarter revenue rose 11% to a record $121.9 million, and net income rose 31% to $2.7 million.
The Sudsies acquisition closed on September 1, 2026, and serves as the base of the new consumer garment care division.
Structure Therapeutics reported topline results from a Phase 1/2a single-dose study of ACCG-2671, an oral amylin receptor agonist, and 72-week results from an open-label extension of its Phase 2b aleniglipron trial. The filing shows aleniglipron participants reached up to 16.2% body weight loss, while ACCG-2671 showed a half-life of about 6 days but dose-related nausea and vomiting at the 5 mg and 10 mg doses.
Aleniglipron 72-week open-label extension: up to 16.2% mean body weight loss at the 180 mg dose, with fewer than 5% of participants discontinuing due to treatment-emergent adverse events
ACCG-2671 single ascending dose study (31 healthy participants): terminal half-life of about 6 days; nausea in 4 of 5 at 5 mg and in 6 of 6 at 10 mg
ACCG-2671 multiple ascending dose portion has begun, with topline data expected in the first half of 2027
Phase 3 ACCOMPLISH program for aleniglipron is enrolling, with topline data expected in the second half of 2028
Spyre Therapeutics reported 12-week Part A induction results from the Phase 2 SKYLINE trial of SPY003, an anti-IL-23 antibody in development for moderately-to-severely active ulcerative colitis. SPY003 met its primary endpoint with a 10.0-point reduction in Robarts Histopathology Index score from baseline (p<0.0001), and the company reported no drug-related serious adverse events for the drug. For shareholders, the results complete proof-of-concept for all three monotherapy components of the company's IBD combinations, but the data come from a 44-subject open-label study and do not include financial results.
Primary endpoint: 10.0-point RHI reduction at Week 12 (p<0.0001) in 44 subjects receiving SPY003, with clinical remission at 20% and endoscopic improvement at 30%
Safety: 19 subjects (43%) had treatment-emergent adverse events; 3 serious adverse events were reported, all deemed not drug-related
Next readouts: SKYWAY sub-studies (SPY072) expected 4Q 2026; SKYLINE Part B topline induction data expected in 2027
Definium Therapeutics said the U.S. Food and Drug Administration granted Breakthrough Therapy designation to DT120 ODT for major depressive disorder. This is the program's second Breakthrough Therapy designation, following one for generalized anxiety disorder. The filing reports no financial figures, and the designation is based on Phase 3 Emerge study results.
FDA granted Breakthrough Therapy designation for DT120 ODT in major depressive disorder, announced September 8, 2026
Second Breakthrough Therapy designation for the DT120 program, after the designation for generalized anxiety disorder
Phase 3 Emerge study: single 100 µg dose showed an 8.1-point placebo-adjusted MADRS improvement at Week 6 (p<0.0001)
Philip Morris International said at its Barclays Global Consumer Conference presentation on September 8, 2026 that it raised its 2026 reported diluted EPS forecast to $7.28-$7.43, with the change reflecting currency only. All other forecast assumptions remain unchanged from those communicated on July 22, 2026, so the company's operating outlook is not changed by this filing.
Reported diluted EPS forecast raised to $7.28-$7.43; total 2026 adjustments of $1.07 per share, including a $0.33 non-cash impairment of the RBH equity investment
Adjusted diluted EPS forecast of $8.35-$8.50, a projected 10.7%-12.7% increase versus $7.54 in 2025; excluding currency, the range is $8.11-$8.26 (7.5%-9.5% growth)
Favorable currency impact now $0.24 per share (previously $0.15); Q3 adjusted EPS forecast updated to $2.29-$2.34 (previously an unfavorable 8 cents of currency impact, now a favorable 1 cent)
ABM reported fiscal third-quarter 2026 revenue up 4.2% to a quarterly record of $2.3 billion and net income up 19% to $49.7 million, or $0.84 per diluted share. The company raised the midpoint of its full-year adjusted EPS outlook to $3.95 to $4.10 and lowered its segment operating margin outlook, while declaring a $0.29 quarterly dividend.
Revenue rose 4.2% to $2.3 billion, with 2.1% organic growth and 2.1% from acquisitions; Technical Solutions revenue was affected by deferred projects.
Net income was $49.7 million, or $0.84 per diluted share, versus $41.8 million, or $0.67, a year earlier; adjusted EPS was $1.04 versus $0.82.
Adjusted EPS outlook midpoint raised to $3.95 to $4.10 from $3.85 to $4.15; segment operating margin outlook narrowed to 7.7% to 7.8% from 7.8% to 8.0%.
Board declared a $0.29 per share dividend payable November 2, 2026, to holders of record on October 1, 2026.
Monte Rosa Therapeutics said its partner Novartis has started a Phase 2 clinical study of MRT-6160 (DDY391) in people with Sjögren's disease, triggering a $50 million milestone payment to Monte Rosa. The payment is tied to the first patient visit, and the company is eligible for up to $2.1 billion in development, regulatory, and sales milestones under the Novartis agreement. The filing does not report revenue, earnings, or guidance.
Novartis initiated a Phase 2a/b study of MRT-6160 (DDY391) in participants with Sjögren's disease; the study is identified as NCT07737743 on ClinicalTrials.gov
Monte Rosa will receive a $50 million milestone payment from Novartis in connection with the first patient visit
Monte Rosa is eligible for up to $2.1 billion in development, regulatory, and sales milestones, plus additional Phase 2 study initiation milestones
Monte Rosa will co-fund any Phase 3 development and share 30% of U.S. manufacturing and commercialization profits and losses for MRT-6160
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.