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).
Culp reported first-quarter fiscal 2027 results for the period ended August 2, 2026, with net sales of $54.0 million, up 6.5% from a year earlier, and net income of $6.0 million, or $0.47 per diluted share, versus a net loss of $231 thousand a year earlier. Reported profit includes $6.9 million in tariff refunds, and excluding them the company shows an adjusted operating loss of $271 thousand, narrower than the $1.9 million adjusted loss a year ago. The company also cut net debt to $3.1 million from $10.9 million at fiscal year-end and expects break-even operating income in the second quarter.
Net sales $54.0 million, up 6.5%; bedding sales up 13.2% to $31.8 million, upholstery down 1.9% to $22.2 million
Net income $6.0 million, or $0.47 per diluted share, including $6.9 million in tariff refunds tied to the Supreme Court's February 2026 IEEPA ruling
Adjusted operating loss of $271 thousand, compared with an adjusted operating loss of $1.9 million a year earlier
Net debt fell to $3.1 million from $10.9 million at fiscal year-end; company expects break-even operating income in the second quarter
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.
American Eagle Outfitters reported second-quarter fiscal 2026 results for the period ended August 1, 2026, with net revenue up 8% to $1.38 billion and diluted earnings per share of $0.79 versus $0.45 a year earlier. The quarter included a net $161 million operating benefit from tariff refunds, and the company set fiscal 2026 operating income guidance of $540 million to $550 million that includes that benefit. Aerie comparable sales rose 19% while American Eagle comparable sales fell 1%.
Net revenue of $1.38 billion rose 8%; comparable sales rose 6%, with Aerie up 19% and American Eagle down 1%.
Operating profit was $211 million versus $103 million last year, including a net $161 million tariff refund benefit.
Diluted EPS was $0.79 versus $0.45 last year.
Fiscal 2026 operating income guidance is $540 million to $550 million, inclusive of the net tariff refund benefit; third-quarter operating income is guided to $110 million to $115 million.
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.
Aviat Networks disclosed that on September 2, 2026, its subsidiary Aviat U.S., Inc. received orders from an existing North America customer worth $35 million to $40 million. The company said future deployment timing, scale and scope remain subject to the customer's internal planning and market conditions, so the orders do not guarantee the full amount will be realized as revenue on a fixed schedule.
Orders of $35 million to $40 million received September 2, 2026 by subsidiary Aviat U.S., Inc.
Customer is an existing North America customer; the filing does not name it.
Future deployments depend on the customer's internal planning and market conditions.
Filed under Regulation FD (Item 8.01, Other Events) on September 9, 2026, signed by CFO Andrew C. Schmidt.
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.
AeroVironment reported first-quarter fiscal 2027 revenue of $480.5 million, up 6% from a year earlier, and a net loss of $5.1 million, or $0.10 per diluted share, versus a $67.4 million loss a year earlier. The company said it continues to expect full-year fiscal 2027 revenue of $2.125 billion to $2.225 billion and non-GAAP adjusted EBITDA of $305 million to $325 million.
Revenue $480.5 million vs. $454.7 million a year earlier; net loss $5.1 million vs. $67.4 million
Non-GAAP adjusted EBITDA $53.4 million vs. $56.6 million; non-GAAP EPS $0.59 vs. $0.32
Funded backlog $1.5 billion as of August 1, 2026, up 37% year over year; bookings $0.7 billion, book-to-bill 1.4
Full-year fiscal 2027 guidance unchanged: revenue $2.125 billion to $2.225 billion, EPS $0.21 to $0.53
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.
On September 9, 2026, MediaAlpha agreed to buy the Tax Receivables Agreement interest of three Parallaxes entities (PLX) for $12.0 million in cash, a $10.7 million (47%) discount to the estimated value as of June 30, 2026. The company estimates its total remaining TRA liability will fall to about $32 million as of September 30, 2026, from $54.7 million as of June 30, 2026, and the deal does not trigger a change of control or early termination.
Cash price of $12.0 million is a $10.7 million, or 47%, discount to the estimated value as of June 30, 2026.
PLX's share of the estimated TRA liability was $22.7 million of the $54.7 million total as of June 30, 2026.
Estimated total remaining TRA liability is about $32 million as of September 30, 2026.
Payment was funded from subsidiary cash; QLH made a pro rata distribution to members, including certain directors and executive officers.
Tenon Medical said it repaid in full its original issue discount senior convertible promissory notes, with an aggregate principal balance of approximately $5.16 million, ahead of their September 11, 2026 maturity date. The company says the repayment removes the potential for the notes to convert into common stock at a discount to market prices, which it describes as reducing potential dilution for shareholders.
Notes with approximately $5.16 million aggregate principal balance repaid in full
Notes were issued on March 11, 2026 and were due September 11, 2026
Company states the repayment reduces potential dilution from discounted conversion into common stock
GameSquare Holdings received a Nasdaq letter on September 8, 2026 confirming it has regained compliance with the $1.00 minimum bid price requirement for continued listing on The Nasdaq Capital Market. Nasdaq has closed the matter, removing the bid price deficiency that had been disclosed in September 2025.
Nasdaq notified the company of a bid price deficiency on September 10, 2025, after 30 consecutive trading days below $1.00 per share.
Compliance was regained because the closing bid price was at or above $1.00 for 10 consecutive business days, from August 24, 2026 to September 4, 2026.
Nasdaq considers the matter closed; the filing was signed by CEO Justin Kenna on September 9, 2026.
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
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.
Perma-Pipe reported second-quarter fiscal 2026 results for the period ended July 31, 2026, with net sales up 24.4% to $59.6 million and net income attributable to common stock of $2.5 million, or $0.31 per diluted share, versus $0.9 million, or $0.10, a year earlier. The quarter included a $3.9 million charge for an uncollectible customer receivable, and the company said net income would have been higher without it, while six-month net income attributable to common stock fell to $4.3 million from $5.8 million.
Net sales rose to $59.6 million from $47.9 million; gross margin fell to 29.2% from 30.1%.
Net income attributable to common stock was $2.5 million, or $0.31 per diluted share, including a $3.9 million receivable charge and a $1.6 million discrete tax benefit.
Backlog was $142.3 million at July 31, 2026, up from $136.5 million at April 30, 2026.
On August 25, 2026, the company entered into a new global credit agreement with JPMorgan that replaced its prior $18.0 million revolving facility.
Core & Main reported fiscal second-quarter net sales of $2,145 million, up 2.5%, and net income of $150 million, up 6.4%, for the quarter ended August 2, 2026. The company reaffirmed its full-year fiscal 2026 outlook and said it repurchased $169 million of shares in the quarter, with a further $11 million after quarter end.
Diluted EPS rose 10.0% to $0.77; Adjusted Diluted EPS rose 8.0% to $0.94
Adjusted EBITDA rose 3.0% to $274 million; gross profit margin was 26.7% versus 26.8% a year earlier
Full-year fiscal 2026 outlook reaffirmed: net sales of $7,800 to $7,900 million and Adjusted EBITDA of $950 to $980 million
Year-to-date open market share repurchases reached nearly $270 million and 5.7 million shares
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
Tyra Biosciences reported initial Phase 2 SURF302 results for oral dabogratinib in FGFR3-altered low-grade intermediate-risk non-muscle invasive bladder cancer, as of an August 31, 2026 data cutoff. The company selected 60 mg once daily as the potential dose for a planned registrational adjuvant program, with a registrational study expected to start in 2027, subject to health authority feedback. Results are early, based on 26 evaluable participants, and the company notes they may change with further follow-up.
SURF302 3-month overall response rate was 79% (11/14) at 60 mg once daily and 67% (8/12) at 50 mg once daily
Grade 3 treatment-emergent adverse events occurred in 14% (3 of 22) at 60 mg and 9% (2 of 22) at 50 mg; no Grade 4 or 5 events were reported
The company plans to meet health authorities on Phase 3 design and dose selection and expects to start a registrational adjuvant study in 2027
Company estimates an IR NMIBC market opportunity of greater than $5 billion, based on third-party market research and assumptions
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.
Korn Ferry reported first quarter fiscal 2027 fee revenue of $756.5 million, up 7% year-over-year, with net income attributable to Korn Ferry of $69.0 million, up 4%. The company also gave second-quarter fiscal 2027 outlook for fee revenue of $860 million to $878 million and adjusted diluted earnings per share of $1.30 to $1.40, including two months of the AMS acquisition, which closed on September 1, 2026.
Q1 fiscal 2027 fee revenue was $756.5 million, up 7% year-over-year, the sixth consecutive quarter of top-line growth.
Diluted EPS was $1.32, up 5%; adjusted diluted EPS was $1.43, up 9%, excluding $7.6 million of integration and acquisition costs.
Adjusted EBITDA was $128.2 million, up 7%, with a margin of 17.0%, flat year-over-year.
Q2 fiscal 2027 outlook: fee revenue of $860 million to $878 million and adjusted diluted EPS of $1.30 to $1.40.
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.
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.