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).
RH reported second-quarter fiscal 2026 results for the period ended August 1, 2026, with GAAP net revenues of $922.2 million, up 2.6% from a year earlier and above the high end of its guidance. The company also updated its fiscal 2026 outlook, calling for revenue growth of 5.5% to 7.0% and adjusted EBITDA margin of 15.0% to 16.2%, while adjusted EBITDA for the quarter included a $55.1 million tariff benefit.
GAAP net revenues were $922.2 million, up 2.6%; GAAP net income was $60.2 million.
Adjusted EBITDA was $178.5 million (19.4% margin), including a $55.1 million tariff benefit; normalized adjusted EBITDA was $123.5 million (13.4% margin).
Updated fiscal 2026 outlook: revenue growth of 5.5% to 7.0% and adjusted EBITDA margin of 15.0% to 16.2%.
Third-quarter outlook calls for revenue growth of 5.0% to 6.0% and adjusted EBITDA margin of 12.5% to 13.5%.
Champions Oncology reported unaudited first-quarter fiscal 2027 results for the period ended July 31, 2026, with revenue of $15.2 million, up 8.8% from a year earlier. The net loss narrowed to $426,000 from $466,000, and adjusted EBITDA rose to $671,000 from $59,000, though the company still reported a loss and spent more on sales and marketing.
Oncology revenue of $15.2 million, up from $14.0 million in the prior-year quarter
Net loss of $426,000 versus $466,000 a year earlier; basic loss per share of $0.03 in both periods
Adjusted EBITDA of $671,000 versus $59,000; oncology services margin of 51% versus 43%
Sales and marketing expense rose 66.6% to $3.1 million; cash used in operations was $492,000 and cash ended the quarter at $4.4 million with no debt
Oracle reported fiscal first-quarter 2027 results for the quarter ended August 31, 2026, with revenue up 30% to $19.3 billion and diluted GAAP EPS up 55% to $1.56. The company also gave Q2 and full fiscal 2027 guidance, including total revenue of at least $90 billion, and declared dividends. Free cash flow was negative $5.4 billion as capital expenditures reached $28.5 billion, a figure shareholders will watch alongside the growth in cloud revenue.
Total revenue $19.3 billion, up 30%; cloud revenue $11.6 billion, up 62%; cloud infrastructure $7.4 billion, up 121%
Diluted GAAP EPS $1.56, up 55%; non-GAAP EPS $1.92, up 30%
Operating cash flow $23.1 billion, but free cash flow was negative $5.4 billion
Common dividend $0.50 per share payable October 23, 2026 (record date October 9); preferred dividend $1,625 per share payable October 15, 2026
Frequency Electronics reported first-quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue of $23.5 million, up from $13.8 million a year earlier. Net income rose to $4.2 million, or $0.41 per diluted share, from $0.07 a year earlier, and the company said a secondary offering added approximately $73 million in cash.
Revenue was approximately $23.5 million, up 70% from $13.8 million in the same quarter of fiscal 2026.
Operating income was $5.2 million, compared with $0.4 million a year earlier.
Net income was $4.2 million, or $0.41 per diluted share, versus $0.07 per diluted share a year earlier.
Funded backlog was approximately $129 million at July 31, 2026, up from $111 million at April 30, 2026.
Reformation reported fiscal second-quarter 2026 net revenue of $155.2 million, up 24.1% from a year earlier, and net income of $12.4 million, or $0.23 per diluted share, up 79.4%. The company also set fiscal 2026 net revenue guidance of $602 million to $606 million, but the balance sheet now carries $246.7 million of total debt after term loans funded a dividend of about $90.0 million.
Net revenue rose 24.1% to $155.2 million; DTC revenue grew 21.2% and wholesale grew 48.7%.
Net income was $12.4 million, or $0.23 per diluted share, versus $6.9 million, or $0.13, a year earlier.
Full-year fiscal 2026 outlook: net revenue of $602 million to $606 million and adjusted EBITDA margin of 14% to 14.2%.
On June 17, 2026, the company added $92.0 million of term loans, used to fund an approximately $90.0 million dividend ($1.63 per share); total debt was $246.7 million.
Adobe reported third quarter fiscal 2026 results for the quarter ended August 28, 2026, with revenue of $6.76 billion, up 13% year over year, and non-GAAP diluted earnings per share of $6.13, up from $5.31 a year earlier. The company also raised its full-year fiscal 2026 revenue and earnings per share targets, which matters to shareholders because it signals higher expected profit for the year.
Q3 FY2026 revenue was $6.76 billion, up 13% year over year (12% in constant currency).
Diluted EPS was $4.62 on a GAAP basis (vs. $4.18) and $6.13 on a non-GAAP basis (vs. $5.31).
FY2026 revenue target is now $26.576 billion to $26.626 billion; non-GAAP EPS target is $24.45 to $24.50.
Q4 FY2026 revenue target is $6.80 billion to $6.85 billion; Q3 share repurchases were about 9.5 million shares.
Unity Bancorp purchased about $27.6 million of transferable federal investment tax credits for about $25.1 million on September 10, 2026. The company expects a one-time reduction in income tax expense of about $2.5 million, which would increase net income, in the quarter ending September 30, 2026.
Credits purchased for about $25.1 million, about $0.91 per dollar of tax credit
Expected one-time income tax expense reduction and net income increase of about $2.5 million in the quarter ending September 30, 2026
Company plans to use the credits mainly through a carry-back claim; credits remain subject to a five-year recapture period
On September 10, 2026, Commerce.com (Nasdaq: CMRC) announced a strategic operating plan to reduce costs, along with its Board's authorization of up to $50 million in share repurchases through September 10, 2028. The company raised its full-year 2026 non-GAAP operating income guidance by $3 million and reaffirmed its revenue guidance, but it expects restructuring charges of $8.5 million to $26.3 million across the third and fourth quarters of 2026.
The plan is expected to generate annualized cost savings of $60 million to $80 million, or $0.73 to $0.97 per diluted share, with about $3 million realized in 2026.
Restructuring and one-time expenses are estimated at $4.2 million to $8.8 million in the quarter ending September 30, 2026, and $4.3 million to $17.5 million in the fourth quarter of 2026.
Full-year 2026 non-GAAP operating income guidance was raised to $31.0 million to $37.0 million from $28.0 million to $34.0 million; revenue guidance was reaffirmed at $336.5 million to $344.5 million.
The Board authorized repurchases of up to $50 million of common stock, to be funded from available cash, with no obligation to buy any specific amount.
Hanover Bancorp furnished an investor presentation under Regulation FD for presentation to investors on September 10, 2026. The slides show Q2 2026 net income of $4.1 million and diluted EPS of $0.55, up from $1.9 million and $0.25 in the first quarter of 2026. A footnote says a pending acquisition of Minden is subject to regulatory approvals and Minden shareholder approval, and the filing gives no further detail on it.
Q2 2026 net income was $4.1 million, versus $1.9 million in Q1 2026 and $2.4 million in Q2 2025.
Q2 2026 diluted EPS was $0.55, versus $0.25 in Q1 2026 and $0.33 a year earlier; adjusted diluted EPS was $0.58.
The Minden acquisition requires regulatory approvals and Minden shareholder approval; the private placement is not conditional on its closing.
Non-accrual loans were $28.3 million at June 30, 2026, or 1.42% of total loans.
Prelude Therapeutics said the U.S. Food and Drug Administration cleared its Investigational New Drug application for PRT13722, an oral KAT6A selective degrader, allowing a Phase 1 study in patients with HR+/HER2- breast cancer. The company expects to begin enrolling patients in the fourth quarter of 2026, so the filing marks a clinical milestone without any reported financial results.
FDA cleared the company to proceed with a Phase 1 study under the IND for PRT13722.
Enrollment is expected to begin in the fourth quarter of 2026.
The study will evaluate safety, tolerability, pharmacokinetics, pharmacodynamics and antitumor activity in adults with locally advanced or metastatic HR-positive, HER2-negative breast cancer.
The company also furnished investor presentation materials as Exhibit 99.2, which management intends to use in investor presentations.
Macy's reported second-quarter 2026 results for the 13 weeks ended August 1, 2026, with net sales up 1.1% to $4.9 billion and GAAP diluted EPS of $0.62, up from $0.31 a year earlier. The company raised its full-year 2026 guidance, including adjusted diluted EPS of $2.15 to $2.35, up from $2.00 to $2.20, and the quarter included a $0.23 per share net tariff refund benefit.
Net sales rose 1.1% to $4.9 billion; comparable sales rose 2.7%, and Bloomingdale's comparable sales rose 11.3%.
GAAP diluted EPS was $0.62 versus $0.31; adjusted diluted EPS was $0.63 versus $0.35, including a $0.23 net tariff refund benefit.
Full-year 2026 guidance now calls for net sales of $21.675 billion to $21.825 billion and comparable sales growth of 1.0% to 1.5%.
The board declared a quarterly dividend of 19.15 cents per share, payable October 1, 2026, to holders of record on September 15, 2026.
Designer Brands reported second-quarter 2026 results for the quarter ended August 1, 2026, with net sales down 1.2% to $730.6 million but net income attributable to the company rising to $17.6 million, or $0.31 per diluted share, from $10.5 million, or $0.21, a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance to $0.47-$0.52 from $0.28-$0.38, citing strong operating performance and a positive start to the third quarter.
Net sales fell 1.2% to $730.6 million; total comparable sales decreased 2.4%.
GAAP diluted EPS was $0.31 versus $0.21 last year; adjusted diluted EPS was $0.34 versus $0.33.
Full-year 2026 adjusted diluted EPS guidance raised to $0.47-$0.52 from $0.28-$0.38; net sales guidance raised to flat to up 1% from down 1% to up 1%.
Board approved a quarterly cash dividend of $0.05 per share, payable October 7, 2026 to holders of record on September 24, 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.