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).
National Beverage reported first-quarter results for the period ended August 1, 2026, with net sales of $331 million, essentially unchanged from a year earlier. Net income fell to $47 million from $55.8 million, and earnings per share dropped to $0.50 from $0.60, as higher aluminum, tariff, fuel and freight costs pressured gross margin, which was 35%. Shareholders also saw cash fall to $107 million after a $304 million special dividend of $3.25 per share paid July 30, 2026.
Net sales were $330.7 million for the three months ended August 1, 2026, versus $330.5 million a year earlier.
Net income was $47.0 million, or $0.50 per diluted share, compared with $55.8 million, or $0.60 per diluted share, a year earlier.
Gross margin was 35%; the company said aluminum costs alone reduced gross margin by almost 600 basis points.
The company paid a $304 million special dividend ($3.25 per share) on July 30, 2026, and reported cash of $107 million afterward.
On September 9, 2026, Centrus Energy priced an underwritten offering of Class A common stock, pre-funded warrants and common warrants, with gross proceeds expected to be about $500 million before underwriting discount and expenses. Closing is expected on or about September 11, 2026, and the company said proceeds may fund working capital, technology, debt repayment, capital expenditures and acquisitions. The filing also discloses advanced talks on a potential acquisition of a domestic manufacturing supplier for about $115 million to $125 million, but no definitive agreement has been signed, and the new warrants could dilute existing shareholders if exercised.
Offering of 500,000 Class A shares, pre-funded warrants for 2,005,513 shares and common warrants for up to 6,992,382 shares, priced at a combined $199.64 per share
Gross proceeds expected to be about $500 million, before underwriting discount and other offering expenses; closing expected on or about September 11, 2026
Common warrants have four exercise price series from $226.8625 to $362.9800 per share
Company is in advanced discussions on a potential acquisition priced at about $115 million to $125 million; target generated about $160 million of revenue in 2025, and no definitive agreement has been signed
On September 8, 2026, P3 Health Partners entered a Securities Purchase Agreement with affiliates of CPF to issue up to $70 million of units in multiple tranches, each including Series D-1 19.5% Cumulative Preferred Stock and warrants. A special committee of independent directors approved the deal because the CPF affiliates may be related parties. The preferred stock ranks senior to common stock, and the warrants could add to the number of common shares outstanding.
Up to $70 million of units to be issued in multiple tranches under a Securities Purchase Agreement dated September 8, 2026.
Series D-1 preferred stock: 19.5% cumulative dividend, $100 stated value per share, not convertible, no voting rights, redeemable at $100 per share plus unpaid dividends.
Warrants exercisable for 0.66333% of outstanding Class A and Class V common stock per $1,000,000 funded, with a seven-year term.
CPF may designate one additional independent director while it owns 40% of common stock; the 49.99% standstill limit is extended from January 1, 2027 to December 31, 2027.
Korsana Biosciences completed its merger with Cyclerion Therapeutics on September 8, 2026, and the combined company is set to trade on Nasdaq under the ticker KRSA starting September 9. The closing included a $380 million private placement and a 1-for-7 reverse split of Cyclerion common stock, leaving about 55.1 million shares and share equivalents outstanding, excluding equity awards. The company expects pro-forma cash of about $475 million to fund operations into 2029, but it reported a $30.9 million net loss for the six months ended June 30, 2026.
Merger closed September 8, 2026; shares begin trading on Nasdaq as KRSA on September 9, 2026
$380 million gross proceeds from a private placement led by Fairmount and Venrock Healthcare Capital Partners
About 55.1 million shares and share equivalents outstanding after closing, excluding equity awards
Pro-forma cash of about $475 million, expected to fund operations into 2029; net loss of $30.9 million for the six months ended June 30, 2026
Sphere 3D Corp. closed a $5.0 million private placement on September 11, 2026, selling 1,666,661 units at $3.00 each, with each unit including one common share and one warrant. The company also agreed to sell its non-core Iowa site and legacy mining fleet to fund AI and high-performance computing development. The new shares add dilution for existing shareholders, and the warrants could bring in about $5.8 million more if exercised for cash.
Private placement of 1,666,661 units at $3.00 per unit for $5.0 million in gross proceeds, closed September 11, 2026.
Each warrant has a $3.50 exercise price, is exercisable immediately, and expires five years after issuance.
Insiders, including the Chairman and CEO Joel Block, bought 333,332 units for about $1.0 million.
Iowa site sale for $1.5 million plus about $500,000 in deposit recovery; mining fleet sale for about $3 million; purchasers face a six-month lock-up.
Skye Bioscience's Chief Financial Officer John P. Sharp resigned effective September 8, 2026, and CEO Punit Dhillon was appointed principal financial and accounting officer. The company also gave notice to end its Master Services Agreement with Lohman & Associates on the same date, and Nasdaq confirmed the company regained compliance with the minimum bid price rule. The filing states Sharp's departure was not due to any disagreement with the auditors or the company on financial or operating matters.
Sharp resigned as CFO and principal financial and accounting officer effective September 8, 2026; the filing says there was no disagreement with auditors or the company on financial statements, internal controls, operations, policies or pra
Board appointed CEO Punit Dhillon as principal financial and accounting officer effective September 8, 2026; his employment terms are unchanged.
Company terminated the Master Services Agreement dated March 31, 2026 with Lohman & Associates, Inc., effective September 8, 2026.
Nasdaq letter received September 8, 2026 confirmed a closing bid price at or above $1.00 for 10 consecutive business days (August 24 through September 4, 2026), closing the matter.
On September 11, 2026, Caring Brands completed an additional closing of its private placement of Series B Convertible Preferred Stock, raising $2,549,900 in gross proceeds and bringing the offering total to $7,149,900. The company says pro forma stockholders' equity of $8,220,419 as of August 31, 2026 is above the $2,500,000 Nasdaq minimum, but the figures are preliminary and unaudited, and Nasdaq has not confirmed compliance.
Subsequent closing on September 11, 2026 added $2,549,900 in gross proceeds; total offering proceeds are $7,149,900.
Preferred shares from the closing are initially convertible into 3,642,714 common shares at $0.70 per share, subject to a 19.99% exchange cap.
Pro forma stockholders' equity is $8,220,419 versus a historical deficit of $2,632,167 at August 31, 2026, against a Nasdaq minimum of $2,500,000.
Nasdaq has not confirmed compliance; the company has asked the Nasdaq Hearings Panel to resolve the deficiency after a July 15, 2026 delisting determination.
On September 11, 2026, New Fortress Energy completed a restructuring of its principal funded debt under UK Restructuring Plans. The Brazil business was separated into BrazilCo, and about $5.7 billion of third-party debt was exchanged for new equity, term loans and preferred equity, with plan creditors receiving 65% of CoreCo common stock. Existing stockholders keep 35% of CoreCo common stock, and the new structure adds preferred equity and new debt ahead of common shareholders.
Terminated debt exchanged for 65% of CoreCo common stock, with existing stockholders retaining 35%
CoreCo issued 2,454,936 Series A Mandatorily Convertible Preferred shares; the press release cites $2.45 billion of liquidation preference
$571.3 million in New CoreCo Take-Back Term Loans plus $136.5 million of new financing raised from existing creditors
Chief Executive Officer Wesley R. Edens received CoreCo shares and preferred stock under the Term Loan A exchange and purchased additional shares on the Closing Date for $1,667,985.02
Coffee Holding Co. reported results for the quarter ended July 31, 2026. Net sales fell 9.3% to $21,686,262 as lower green coffee prices led to price cuts and promotions, but net income was $1,993,438, or $0.35 per share, compared with a net loss of $1,205,413, or $0.21 per share, a year earlier. Management attributed much of the profit gain to a favorable inventory position, tariff refunds and a net trading gain, and said it expects more tariff refunds to add to earnings over the next two quarters.
Net sales were $21,686,262, down $2,224,252 or 9.3% from $23,910,514 a year earlier.
Net income was $1,993,438 ($0.35 per share) versus a net loss of $1,205,413 ($0.21 per share) in the prior-year quarter.
Gross profit rose to $5,424,131, or 25.0% of net sales, from 9.4% a year earlier.
Tariff refunds received in the quarter contributed approximately $0.06 per share to earnings.
Opus Genetics filed a revised data presentation on September 11, 2026, correcting an error in the Cohort 1 results of its OPGx-BEST1 gene therapy trial that it presented at its September 9, 2026 investor conference. The error was in converting logMAR visual acuity to ETDRS letters on Slide 15, and the company calls it immaterial. The filing also lists each participant's three-month letter change, and two participants show losses in the treated eye, so shareholders may want to review the corrected figures.
Slide 15, which charts mean best-corrected visual acuity from baseline through 3 months in Cohort 1, was corrected for a logMAR-to-ETDRS translation error.
Corrected three-month changes in the treated eye: 101-101 up 12 letters, 101-104 up 1, 102-101 down 10, 102-102 up 2, 101-106 up 6.
Corrected three-month changes in the fellow eye: 101-101 up 4 letters, 101-104 down 7, 102-101 down 8, 102-102 down 5, 101-106 up 2.
Microperimetry grid images for baseline and 3 months were added to the appendix; the original presentation was furnished on September 9, 2026.
Kroger reported second-quarter 2026 sales of $34.6 billion, up from $33.9 billion a year earlier, and GAAP earnings of $1.05 per diluted share versus $0.91. The company kept its full-year 2026 adjusted EPS guidance of $5.10 to $5.30 but lowered its identical sales without fuel guidance to 0.2% to 0.8% from 1.0% to 2.0%, and adjusted FIFO operating profit fell slightly year over year.
Q2 2026 adjusted EPS was $1.09 versus $1.04 a year earlier; adjusted FIFO operating profit was $1,076 million versus $1,091 million.
Identical sales without fuel rose 0.2% in the quarter, compared with 3.4% a year earlier.
Full-year 2026 adjusted EPS guidance of $5.10 to $5.30 was reaffirmed; identical sales guidance was cut to 0.2% to 0.8%.
Kroger repurchased $1.0 billion of shares in the quarter, with about $800 million left on the $2 billion authorization, and will host an investor update on October 20, 2026.
Hooker Furnishings reported fiscal 2027 second-quarter net income of $1.7 million, compared with a $3.3 million loss a year earlier, helped by $7.9 million in tariff recoveries. Net sales fell 8.7% to $63.3 million, and management said it does not expect meaningful near-term improvement in market conditions. The profit rebound matters to shareholders, but it is partly driven by one-time tariff recoveries while sales decline.
Quarterly net income of $1.7 million, or $0.15 diluted per share, versus a net loss of $3.3 million, or $0.31 per share, a year earlier
Net sales decreased $6.0 million, or 8.7%, to $63.3 million in the second quarter
Received $7.9 million in tariff recoveries during the quarter; the company does not expect material additional recoveries
Cash and cash equivalents rose to $18.7 million with no outstanding term loan balance; $1.3 million used for share repurchases
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.