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).
Group 1 Automotive agreed to sell $1.25 billion of senior unsecured notes in two tranches, due 2032 and 2035, with expected net proceeds of about $1,236.0 million and closing expected on September 22, 2026. The company plans to use the proceeds, with cash on hand, to fund its pending purchase of dealership assets and related real estate from Hennessy Automobile Companies, and the filing says the 2032 notes must be redeemed if that acquisition is not completed by the outside date.
$625.0 million of 6.250% senior notes due 2032 and $625.0 million of 6.625% senior notes due 2035, sold at par
Expected net proceeds of approximately $1,236.0 million; closing expected September 22, 2026
If the Hennessy Acquisition is not consummated by January 6, 2027, or any extended date, the 2032 notes must be redeemed at 100% of issue price plus accrued interest
Affiliates of certain initial purchasers are lenders under the company's revolving credit facility and will receive a portion of the net proceeds
Enbridge agreed with an underwriting syndicate led by RBC Capital Markets and CIBC Capital Markets to sell 38.9 million common shares at CDN$66.85 each, for gross proceeds of CDN$2.6 billion. The company plans to use the net proceeds to partially fund announced acquisitions and to create financial flexibility for future growth, which would add new shares outstanding for existing holders.
Offering of 38,900,000 common shares at CDN$66.85 per share, for aggregate gross proceeds of CDN$2.6 billion
Offering expected to close on or about September 14, 2026
Underwriters hold an option for up to 15% more shares, which would bring gross proceeds to about CDN$3.0 billion if fully exercised
Net proceeds intended to partially fund announced acquisitions and provide financial flexibility
Diversified Energy Company agreed on September 2, 2026 to acquire Birch Permian Holdings and related companies in a transaction with an aggregate purchase price of approximately $1.8 billion, including repayment of indebtedness. The deal adds about 46,000 net mineral acres in the Midland Basin plus midstream and water infrastructure, and is expected to close in the fourth quarter of 2026 subject to customary conditions. The company expects to fund roughly $1.5 billion through an asset-backed securitization, with the remainder from other sources including its revolving credit facility.
Aggregate purchase price of approximately $1.8 billion, subject to adjustments
Expected funding includes an asset-backed securitization of approximately $1.5 billion before closing
Merger Agreement requires a $50 million deposit; a $50 million termination fee applies in certain cases
Expected closing in the fourth quarter of 2026, subject to customary closing conditions
CooperCompanies said its strategic review is complete and the Board unanimously decided to retain CooperSurgical, while also expanding its share repurchase authorization from $2 billion to $3 billion. The same day it reported fiscal third-quarter results with revenue up 1% and non-GAAP diluted EPS up 4%, though GAAP EPS was lifted by a $307.2 million tax benefit.
Q3 revenue $1.066 billion, up 1%; non-GAAP diluted EPS $1.15, up 4% from $1.10
GAAP diluted EPS $2.24 versus $0.49, driven by a $307.2 million discrete tax benefit from a U.K. tax examination
Buyback authorization raised from $2 billion to $3 billion; about $1.5 billion remains available after $339.1 million repurchased in the quarter
Fiscal Q4 2026 non-GAAP diluted EPS guidance of $1.05 to $1.09; fiscal 2026 guidance of $4.51 to $4.55
In an investor presentation furnished under Regulation FD, Americold said its key operating metrics rose both year over year and sequentially in July and August 2026. The company closed its joint venture with EQT on August 31, 2026, which generated $1.15 billion of net proceeds used to pay down debt, and it reiterated full-year AFFO guidance of $1.26 to $1.32. For shareholders, the deal is a significant step in reducing leverage, and the company projects about $46 million in annual interest savings.
Occupancy, blended pricing and throughput all increased year over year in July and August, based on preliminary results that are subject to change.
The EQT joint venture closed August 31, 2026, with a total value of about $1.3 billion and a 70% EQT / 30% Americold ownership split.
Full-year AFFO guidance of $1.26 to $1.32 was reiterated, and net debt was about $4 billion at June 30, 2026.
Enbridge said a wholly-owned subsidiary has signed a definitive agreement to acquire Tallgrass Energy's crude oil transportation, gathering, storage and terminaling business for U.S.$2.55 billion in cash, subject to customary closing adjustments. Enbridge expects the deal to be accretive to distributable cash flow per share in the first full year of ownership, and says its 2026 financial guidance is not materially affected because closing is expected later in 2026.
Cash consideration of U.S.$2.55 billion, representing an estimated acquisition multiple of 10-11x forward enterprise value to EBITDA.
Assets include 75% of Pony Express Pipeline, 51% of Powder River Gateway system, and about 8.4 million barrels of storage across nine crude terminals.
PXP2 expansion of U.S.$0.3 billion is expected to increase Pony Express capacity to about 515 kbpd, with service expected in late 2027.
Closing is expected later in 2026, subject to regulatory approvals including Federal Trade Commission clearance; an equity offering will partially fund the deal.
Essential Properties Realty Trust promoted Chief Operating Officer R. Max Jenkins to President and Chief Operating Officer, expanded Robert W. Salisbury's role to include Chief Strategy Officer, and named Craig Vachris Chief Investment Officer after A Joseph Peil's employment ended September 8, 2026. CEO Peter M. Mavoides continues in his role and signed a new employment agreement, which matters to shareholders because it reshapes the senior team that runs investments and strategy.
Jenkins appointed President and Chief Operating Officer; Mavoides remains Chief Executive Officer, with amended employment agreements effective September 8, 2026 running through March 31, 2031
Jenkins and Salisbury received promotion grants of long-term incentive plan units with a target grant date value of $2,000,000, vesting 50% at three and four years
Craig Vachris, with more than 20 years of commercial real estate and net lease experience, named Executive Vice President and Chief Investment Officer
Peil's employment ended September 8, 2026, and he is eligible for severance for a termination without cause
Fortune Brands Innovations appointed Peter G. Clifford as Executive Vice President and Chief Financial Officer, effective September 21, 2026. Interim CFO Ashley George will return to her prior role as Senior Vice President, Finance. The filing also sets out Clifford's pay and inducement equity awards, which are granted outside the company's 2022 Long-Term Incentive Plan.
Clifford, 56, was CFO of Filtration Group Corporation until August 2026.
Base salary of $700,000, annual bonus target of 90% of base salary, and long-term incentive target of $1,950,000.
Inducement awards: performance-based RSUs on 130,000 shares and stock options on 65,000 shares, to be granted September 28, 2026.
Ashley George, Interim CFO, will become Senior Vice President, Finance.
Navan reported second-quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue up 35% year-over-year to $233 million. It raised its fiscal 2027 total revenue outlook to $927 million to $933 million, while its GAAP loss from operations widened to $26 million from $12 million a year earlier. Shareholders get higher revenue and guidance, though the GAAP operating loss grew and the GAAP net loss narrowed to $29 million from $39 million.
Q2 GAAP net loss was $29 million, compared with $39 million in the year-earlier quarter; non-GAAP net income was $14 million, compared with a non-GAAP net loss of $8 million.
Fiscal 2027 total revenue outlook raised to $927 million to $933 million; non-GAAP income from operations expected at $82 million to $86 million.
Third-quarter fiscal 2027 total revenue expected at $253 million to $255 million.
Navan acquired Smartrips, a Brazilian travel management company, and BoomPop, an AI-native meetings and events platform.
At an extraordinary general meeting on September 8, 2026, shareholders approved extending Andretti Acquisition Corp. II's deadline to complete a business combination from September 9, 2026 to September 9, 2027, or an earlier date set by the board. Holders of 15,776,190 Public Shares redeemed them for cash, an aggregate of approximately $171.69 million, leaving 7,223,810 Public Shares outstanding.
Extension Amendment vote: 23,241,840 for, 2,775,781 against, 0 abstentions
Meeting Redemptions: 15,776,190 Public Shares at approximately $10.88 per share, about $171.69 million in total
On September 8, 2026, the Company and Sponsor signed a new non-redemption agreement covering up to 650,000 Non-Redeemed Shares
Sponsor converted 5,749,999 Class B shares into Class A; after the conversion and redemptions there are 13,733,809 Class A and one Class B ordinary share outstanding
Gloo Holdings reported second-quarter results for the three months ended July 31, 2026, with revenue of $46.6 million, up from $16.2 million a year earlier, and a net loss of $21.2 million, narrowed from $44.1 million. The company raised its fiscal 2026 revenue guidance to $200 million and reiterated that it expects Adjusted EBITDA profitability in the fourth quarter of 2026, which points to improving results for shareholders while losses remain.
Q2 2026 revenue was $46.6 million, up 188% from $16.2 million, and above guidance of $44.0 million.
Net loss narrowed to $21.2 million from $44.1 million; Adjusted EBITDA was negative $8.3 million, versus guidance of negative $8.5 million.
Fiscal 2026 revenue guidance raised to $200 million; third-quarter revenue expected at $55 million and Adjusted EBITDA at negative $3.5 million.
Cash and cash equivalents were $39.3 million at July 31, 2026, down from $57.3 million at January 31, 2026.
Skillsoft reported second-quarter fiscal 2027 revenue of $98.2 million, down 3% from a year earlier, while its net loss narrowed 17% to $15.0 million. The company lowered its full-year revenue guidance to $380 million-$390 million from $388 million-$406 million, citing pressure in its consumer business, and kept its Adjusted EBITDA and free cash flow guidance unchanged. The Global Knowledge business was sold to Enduring Ventures in July 2026.
Q2 revenue was $98.2 million, down 3% from $101.2 million a year earlier.
Net loss improved to $15.0 million, or $1.67 per share, from $18.0 million, or $2.10 per share.
Full-year fiscal 2027 revenue guidance was cut to $380 million-$390 million; Adjusted EBITDA ($108 million-$116 million) and free cash flow ($14 million-$22 million) guidance were maintained.
Global Knowledge sale to Enduring Ventures was completed in July 2026.
Procore Technologies said it completed its merger with DroneDeploy on September 9, 2026, under a merger agreement first announced July 27, 2026. Procore acquired DroneDeploy for an approximate purchase price of $845.0 million in cash, subject to adjustments for working capital, transaction expenses, cash and indebtedness. The filing gives no financial results for either company, so its effect on Procore's earnings is not stated.
Merger completed September 9, 2026; DroneDeploy is now a wholly-owned subsidiary of Procore
Approximate purchase price of $845.0 million in cash, subject to adjustments
Merger agreement originally entered into July 27, 2026, and reported in an 8-K filed July 29, 2026
Limoneira reported fiscal third-quarter 2026 revenue of $43.8 million, down from $47.5 million a year earlier, and a net loss of $0.17 per diluted share versus $0.06. Adjusted EBITDA rose to $3.9 million from $3.0 million, and the company raised its avocado volume guidance while narrowing lemon volume to the lower end of its range. The company also agreed to sell the Windfall Farms property for $15.0 million in cash, with closing expected September 14, 2026.
Q3 total net revenues were $43.8 million, versus $47.5 million, mainly due to the transition of citrus brokerage operations to Sunkist.
Q3 operating loss was $3.0 million, versus $0.6 million; net loss per diluted share was $0.17, versus $0.06.
Adjusted EBITDA was $3.9 million, versus $3.0 million in the prior-year quarter.
Fiscal 2026 avocado volume guidance raised to 7.0 to 7.25 million pounds; lemon volume expected at the lower end of 4.0 to 4.5 million cartons.
CME Group announced senior leadership changes in its finance and legal divisions. Jack Tobin becomes Deputy Chief Financial Officer on November 2, 2026, and Chief Financial Officer in March 2027, when Lynne Fitzpatrick becomes Chief Executive Officer. The changes also bring a new General Counsel, John Marchese, and a new Chief Accounting Officer, Matthew Render, but the filing gives no financial results or figures tied to these appointments.
Jack Tobin becomes Deputy Chief Financial Officer on November 2, 2026, and Chief Financial Officer in March 2027, when Lynne Fitzpatrick becomes Chief Executive Officer.
Matthew Render succeeds Tobin as Managing Director, Chief Accounting Officer effective November 2, 2026, after joining CME Group in August 2026.
John Marchese is promoted to General Counsel, succeeding Jonathan Marcus, who has served as General Counsel since 2022 and is stepping down later this month.
Tobin previously planned to retire effective October 30, 2026, but will now continue with the company.
Aspire-Lakewood Holdings, Inc. filed a charter amendment changing its name from Aspire Biopharma Holdings, Inc., effective September 8, 2026, and its Board authorized a $10 million common stock repurchase program effective September 9, 2026. The company said the buyback reflects its view that its share price does not reflect its financial strength, and it cited the newly acquired Dura Control Systems Corp. (DCSC) as support.
Board authorized a $10 million common stock repurchase program, effective September 9, 2026, with no expiration date and no required number of shares.
Name change to Aspire-Lakewood Holdings, Inc. was effective September 8, 2026; no stockholder approval was required and the CUSIP is unchanged.
The 8-K states the Nasdaq trading symbol remains ASPB, while the press release uses ASBP.
DCSC reported audited 2025 revenue of approximately $209.5 million and Adjusted EBITDA of $22.3 million; unaudited six months ended June 30, 2026 revenue was approximately $103.9 million and Adjusted EBITDA $10.5 million.
Limbach Holdings and subsidiaries entered a five-year, $300.0 million credit agreement with PNC Bank, National Association, maturing September 9, 2031. The new facility replaces the company's existing $125.0 million Wintrust revolving credit facility, which was terminated after about $118.1 million of principal was repaid from PNC proceeds, with no early termination penalties reported.
Facility totals up to $300.0 million: $200.0 million revolver, $50.0 million term loan and $50.0 million delayed draw term loan
Loans priced at Base Rate plus 0.50% to 1.50%, or Term SOFR plus 1.50% to 2.50%, based on net leverage
Financial covenants require maximum net leverage of 3.00 to 1.00 and minimum fixed charge coverage of 1.15 to 1.00
About $7.0 million of existing letters of credit remain outstanding under the former Wintrust agreement until they expire, with latest expiry in April 2027
Genuine Parts Company said board member Court Carruthers has been appointed Chief Executive Officer-Elect, effective September 8, 2026, and will become CEO when the planned separation of its Automotive and Industrial businesses closes. The separation is targeted for the first quarter of 2027, and Will Stengel will remain Chairman and CEO until then before joining Motion as its Chairman and CEO. The changes set the leadership structure for the two standalone companies that shareholders will hold after the separation.
Court Carruthers: CEO-elect effective September 8, 2026, with a base salary of $1,000,000 that rises to $1,200,000 when he becomes CEO at closing
Separation of Automotive and Industrial businesses targeted for the first quarter of 2027
Bert Nappier named Executive Vice President, Chief Operating Officer and Chief Financial Officer, effective September 6, 2026; James Howe named Motion President and Chief Operating Officer
GPC and Motion investor days scheduled for December 8, 2026 and December 9, 2026
On September 8, 2026, Centerspace entered a merger agreement under which Independence Realty Trust (IRT) will acquire it in an all-stock transaction, with each Centerspace common share converted into 3.8 IRT common shares. Closing requires Centerspace and IRT shareholder approvals, an effective Form S-4 registration statement, lender consents, and other conditions, and the agreement can be terminated if the merger is not completed by June 30, 2027. For shareholders, the deal would replace their Centerspace shares with IRT shares, so the value they receive will move with IRT's share price.
Exchange ratio of 3.8 IRT common shares for each Centerspace common share, with cash paid in lieu of fractional shares
Termination fees of $45 million payable by Centerspace and $60 million payable by IRT under specified circumstances
Merger can be terminated if not completed by June 30, 2027; presentation says closing could occur as soon as the end of Q4 2026
Until closing, Centerspace may pay regular quarterly dividends of up to $0.77 per share, then a stub dividend of up to $0.09 per share in the closing quarter
electroCore's board appointed Joshua Lev, its interim president and CFO, and Mike Fox, its COO, as co-Chief Executive Officers and president, effective September 8, 2026. Both will keep their current finance and operations roles and join the board as Class III directors, increasing the board from six to eight members. The filing also shows higher pay for both executives, a revised executive severance policy, and bylaw changes that tighten rules for shareholder director nominations.
Lev and Fox were named co-CEOs and president on September 8, 2026, and will remain CFO and COO, respectively.
Lev's base salary rises from $470,000 to $540,000 with a 50% target bonus; Fox's base salary rises from $505,000 to $540,000 and his target bonus rises from 40% to 50%.
Each received 55,000 restricted stock units vesting in equal annual installments over three years.
The CEO change-in-control severance formula now provides a lump sum at a 1.5x multiple, and the bylaws add stricter advance notice and group disclosure requirements for shareholder nominees.
Analog Devices agreed to acquire Alif Semiconductor, a maker of low-power microcontrollers and fusion processors with AI/ML acceleration, in an all-cash deal for $1.35 billion upfront plus up to $200 million in contingent consideration. The filing says the deal is expected to close in the fourth quarter of calendar 2026, subject to closing conditions and Hart-Scott-Rodino antitrust review, and both boards have approved it.
Upfront consideration: $1.35 billion in cash to Alif stockholders
Contingent consideration: up to $200 million additional payment
Expected close: fourth quarter of calendar 2026, subject to Hart-Scott-Rodino waiting period and customary conditions
Advisors: PJT Partners to ADI; Qatalyst Partners to Alif
Academy Sports and Outdoors reported second-quarter fiscal 2026 net sales of $1,647.3 million, up 3.0%, with comparable sales down 0.4%. The company raised its fiscal 2026 adjusted EPS guidance to $6.50 to $6.90 from $6.40 to $6.80, while keeping its sales guidance unchanged, which supports shareholders' expectations for earnings growth.
Q2 net sales of $1,647.3 million, up 3.0%; comparable sales fell 0.4%
Q2 adjusted diluted EPS of $2.31, up 19.1%; GAAP diluted EPS of $2.17, up 17.3%; net tariff refund benefit added $0.06 to EPS
Fiscal 2026 adjusted diluted EPS guidance raised to $6.50 to $6.90; sales guidance unchanged at $6,230 million to $6,355 million
Quarterly dividend of $0.15 per share, payable October 14, 2026, to holders of record on September 16, 2026
Lyft said Michael Brous, its Head of Lyft Urban Solutions and Safety & Customer Care since November 2025, will become Chief Financial Officer effective September 28, 2026, replacing Erin Brewer, who is retiring. Brewer will advise the company through December 15, 2026, and the filing says her departure is not the result of any dispute with the company. The same day, Lyft reaffirmed its third quarter 2026 guidance for Gross Bookings, Adjusted EBITDA and Adjusted EBITDA margin, which it first gave on August 6, 2026.
Michael Brous becomes CFO effective September 28, 2026; he has been at Lyft for nearly eight years, including since 2018 through the Motivate acquisition.
Brous's employment letter sets a $650,000 annual base salary and a target annual cash bonus of 50% of base salary, subject to Board approval.
Planned equity grants include RSUs with grant date values of about $775,000 and $2,000,000, plus PSUs with a grant date value of about $775,000.
Lyft reaffirmed Q3 2026 Gross Bookings, Adjusted EBITDA and Adjusted EBITDA margin guidance and expects to report Q3 2026 earnings in November 2026.
WW International appointed Stephen J. Bye as President and Chief Executive Officer and as a director, with his start date to be set on or before November 27, 2026. Bye most recently led Ookla, and the filing discloses his employment terms, including a $850,000 base salary and a $1,500,000 signing bonus. The interim office led by the CFO and Chief Operations Officer will dissolve when he starts.
Start date is on or before November 27, 2026, as mutually agreed; the Board increases from six to seven directors on that date.
Base salary is $850,000, with a target bonus of 125% of base salary and a $1,500,000 signing bonus paid in 2027 and 2028.
Initial grant has a value of $5,100,000 and is expected in or after January 2027; severance includes two times base salary plus target bonus on a change in control.
Interim Office of the Chief Executive, formed April 3, 2026, dissolves on his start date; CFO Felicia DellaFortuna and Chief Operations Officer Jonathan Volkmann keep their current titles.
Tenax Therapeutics furnished an investor presentation at the Cantor Global Healthcare Conference on September 9, 2026, reviewing full results of its Phase 3 LEVEL trial of TNX-103 (oral levosimendan) in PH-HFpEF. The trial did not reach statistical significance on its primary endpoint, the change in 6-minute walk distance, which was a 3.5-meter treatment difference (p = 0.63). The company says the results will guide the design of its follow-on trial, LEVEL-2, and the presentation includes subgroup results for patients with baseline walk distance below the median.
Primary endpoint, 6MWD change at week 12: 3.5 m treatment difference vs. placebo (p = 0.63); the company describes the trial as not meeting its primary endpoint.
Overall population NT-proBNP fell 49% vs. placebo at week 12 (nominal p < 0.0001); RVSP fell 3.5 mmHg vs. placebo.
Prespecified subgroup with baseline 6MWD below 333 m: +26.3 m treatment effect (95% CI 6.0 to 46.7; nominal p = 0.0112); these are subgroup results from a trial whose primary endpoint was not met.
Adverse events were higher on TNX-103 (86.7% vs. 71.9% any adverse event); serious adverse events were 10.8% vs. 10.7%.
Caleres reported second quarter 2026 net sales of $695.5 million, up 5.6%, and GAAP diluted earnings of $1.71 per share versus $0.20 a year earlier, which included $55.6 million in tariff refunds. Excluding tariff refunds, adjusted diluted EPS was $0.47 versus $0.35. The company raised the low end of its full-year 2026 adjusted EPS guidance to $1.50 to $1.65 from $1.40 to $1.65, though Famous Footwear sales declined 6.3%.
Net sales were $695.5 million, up 5.6%; Brand Portfolio sales rose 23.6% while Famous Footwear sales fell 6.3%.
GAAP diluted EPS was $1.71 versus $0.20; adjusted diluted EPS, excluding tariff refunds, was $0.47 versus $0.35.
Full-year 2026 adjusted EPS guidance is $1.50 to $1.65, up from $1.40 to $1.65; GAAP EPS guidance is $2.80 to $2.95.
Third quarter 2026 GAAP EPS is expected at $0.62 to $0.70; Famous Footwear comparable store sales were flat quarter to date through Labor Day.
Daedalus Special Acquisition Corp. (DSAC) signed a non-binding letter of intent on September 8, 2026, for a proposed business combination with HUBX Yazılım Hizmetleri Anonim Şirketi, an AI consumer app company based in Turkiye, which would list on Nasdaq. The letter is non-binding and the deal depends on definitive agreements, due diligence, and shareholder and regulatory approvals, so shareholders face uncertainty about whether and on what terms the combination will proceed.
Non-binding letter of intent signed September 8, 2026, with HubX, a Turkiye-based consumer AI company
HubX plans to become a public company listed on The Nasdaq Stock Market through the transaction
HubX has received an investment of up to $75 million, according to the press release
The Company and HubX intend to file a Form F-4 registration statement; no definitive agreement has been signed
Pyxis Oncology (Nasdaq: PYXS) reported updated Phase 1 monotherapy data for micvotabart pelidotin (MICVO) in second-line and beyond recurrent or metastatic head and neck squamous cell carcinoma, with a data cutoff of August 18, 2026. The company reported a 36% confirmed objective response rate among 33 efficacy-evaluable patients and said no new safety signals were observed, but 54.3% of the 35 safety-evaluable patients had treatment-related adverse events of grade 3 or higher. The company plans to initiate a pivotal Phase 3 study in mid-2027.
Confirmed objective response rate of 36% (12 of 33) and disease control rate of 94% (31 of 33)
Median progression-free survival of 6.2 months; 12-month overall survival probability of 79%; median overall survival not yet reached
Grade 3 or higher treatment-related adverse events in 54.3% of patients (19 of 35); 5 patients (14.3%) discontinued treatment due to these events
End of Phase 2 meeting with the FDA expected in the first quarter of 2027; Phase 3 Headliner trial planned to start in mid-2027
Destination XL Group reported second-quarter fiscal 2026 sales of $111.6 million, down 3.4% from a year earlier, with comparable sales down 3.5%. Net income was $2.0 million, or $0.04 per diluted share, helped by a $4.6 million tariff refund, compared with a prior-year net loss of $0.3 million. The company also said its board no longer considers the proposed FullBeauty merger advisable and recommends that stockholders vote against the share issuance proposal.
Total sales $111.6 million vs. $115.5 million a year earlier; comparable sales down 3.5%, with stores down 4.3% and direct down 1.6%.
Net income $2.0 million, or $0.04 per diluted share, including a $4.6 million tariff refund; prior-year quarter was a net loss of $0.3 million.
Board determined the FullBeauty merger is no longer advisable and recommends stockholders vote against the issuance proposal.
Cash and investments were $20.1 million at August 1, 2026, with no outstanding debt.
Flotek Industries raised its 2026 guidance for the second time this year, citing continued demand in international chemistry sales. Revenue is now expected at $360 million to $370 million and Adjusted EBITDA at $50 million to $54 million, up from the August 4, 2026 ranges. The company also reported second-quarter 2026 revenue of $99.4 million, up 70% from a year earlier.
2026 revenue guidance raised to $360 million-$370 million from $340 million-$350 million
2026 Adjusted EBITDA guidance raised to $50 million-$54 million from $47 million-$51 million
International chemistry sales in the second half of 2026 could exceed $40 million, versus $12.6 million in the first half
Q2 2026 net income was $10.0 million, compared with $1.8 million in Q2 2025
Sunbelt Rentals reported results for the fiscal first quarter ended July 31, 2026, with total revenue up 11.2% to $3,115 million and net income up 17.4% to $438 million. The company raised its full-year fiscal 2027 guidance and declared its first quarterly cash dividend of $0.30 per share, paid quarterly rather than semi-annually. Headline earnings and guidance both moved higher for shareholders.
Total revenue rose 11.2% to $3,115 million; rental revenue rose 12.5% to $2,927 million
Net income rose 17.4% to $438 million; diluted EPS rose 23.0% to $1.07 from $0.87
Full-year fiscal 2027 total revenue growth guidance raised to 6% to 9% from 4.5% to 7.5%
Quarterly dividend of $0.30 per share payable October 2, 2026, to holders of record as of September 18, 2026
Chewy reported second-quarter fiscal 2026 results with net sales of $3.33 billion, up 7.3% year over year, and net income of $80.5 million, up from $62.0 million. CEO Sumit Singh said the results give the company confidence to raise its full-year revenue and profitability outlook, which matters to shareholders because it signals stronger expected growth and earnings.
Net sales rose 7.3% to $3.33 billion; excluding SmartPak and Modern Animal contributions, growth was 5.7%.
Diluted EPS was $0.20, up $0.06 from $0.14; adjusted diluted EPS was $0.36, up $0.03.
Adjusted EBITDA rose 23.7% to $226.7 million, with adjusted EBITDA margin of 6.8%, up 90 basis points.
Free cash flow fell 15.5% to $89.5 million from $105.9 million a year earlier.
Signet reported second-quarter fiscal 2027 diluted EPS of $1.33, compared with a loss of $0.22 a year earlier, and sales of $1,528.1 million, down slightly from $1,535.1 million. The company raised its full-year adjusted diluted EPS guidance to $10.45 to $12.15 from $9.20 to $11.00 and renewed its consumer credit card program with Bread through December 31, 2035.
Diluted EPS was $1.33 versus a loss of $0.22 a year earlier, including $0.86 of asset impairment charges net of taxes.
Sales were $1,528.1 million versus $1,535.1 million a year earlier; same store sales rose 2.2%.
Fiscal 2027 adjusted diluted EPS guidance was raised to $10.45 to $12.15 from $9.20 to $11.00.
The credit card program agreement with Bread runs through December 31, 2035, and the company plans a $125 million accelerated share repurchase.
Independence Realty Trust (IRT) signed a merger agreement with Centerspace (CSR) on September 8, 2026, in an all-stock deal under which Centerspace holders receive 3.800 IRT shares per share. IRT holders would own about 78% of the combined company and Centerspace holders about 22%, on a fully diluted basis excluding preferred units. The deal requires approval from both companies' shareholders and is expected to close as early as the end of the fourth quarter of 2026.
Exchange ratio: 3.800 IRT common shares for each Centerspace common share, with about 67.6 million IRT shares and common units to be issued
Pro forma ownership: IRT holders about 78%, Centerspace holders about 22%; combined enterprise value about $8.1 billion
IRT expects approximately 5% accretion to 2027 Core FFO per share and about $24 million of annualized synergies
Closing expected as early as the end of Q4 2026, subject to shareholder approvals and lender consents
J.Jill reported second-quarter fiscal 2026 net sales up 0.5% to $154.8 million, with net income of $16.8 million versus $10.5 million a year earlier. The results include a $13.3 million pre-tax benefit from IEEPA tariff refunds, and the company raised its full-year fiscal 2026 outlook, though net sales and net income were down for the 26-week period.
Q2 diluted EPS was $1.11 versus $0.69 a year earlier; Q2 gross margin was 76.8% including the $13.3 million tariff refund benefit (68.3% excluding it).
For the 26 weeks ended August 1, 2026, net sales fell 2.7% to $299.3 million and net income was $21.5 million versus $22.2 million.
Full-year fiscal 2026 outlook raised: adjusted EBITDA of $75 million to $80 million and free cash flow of approximately $40 million.
Quarterly dividend of $0.09 per share declared September 2, 2026, payable October 7, 2026; $11.8 million remains under the $25.0 million repurchase program, which expires December 6, 2026.
Albertsons Companies appointed Meg Whitman to its board effective September 8, 2026, and elected her Executive Chair, a role the company describes as newly created. Kim Fennebresque moves from Chair to Lead Independent Director, and the board expands from 10 to 11 members. Because Whitman is an employee, the board has determined she is not independent under NYSE rules.
Whitman's appointment is effective September 8, 2026, with a term ending at the 2027 annual meeting.
Whitman will receive an annual base salary of $100,000 and time-based restricted stock units with a grant date value of $8.9 million, vesting in one year.
Fennebresque, Chair since September 2025, is now Lead Independent Director.
Whitman will also serve as an operations and strategic advisor to CEO Susan Morris and has not been appointed to any board committee.
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