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8-K filings in September 2026, explained

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).

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8 of 1,853 briefs match

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UROYUranium Royalty Corp. Sep 15, 4:05 PM ET

Uranium Royalty Q1 net income rises to $16.3 million on Sweetwater deal

Positive earnings Written later 2.02

Uranium Royalty Corp. reported results for the quarter ended July 31, 2026, with net income of $16.3 million, up from $1.0 million a year earlier, and diluted earnings per share of $0.10 versus $0.01. The company sold 593,255 pounds of U3O8 for $51.0 million revenue, and it used part of those proceeds to help finance its Sweetwater acquisition, completed in July 2026. Earnings rose sharply, but the filing gives no prior-year revenue or cost comparison and no guidance.

  • Revenue of $51.0 million from sales of 593,255 pounds of U3O8 at an average realized price of about $86.00 per pound
  • Net income of $16.3 million versus $1.0 million for the same period in 2025
  • Diluted EPS of $0.10 versus $0.01 a year earlier
  • Sweetwater acquisition completed in July 2026, partly funded by uranium sales
Read the filing on SEC.gov ↗
OESXORION ENERGY SYSTEMS, INC. Sep 15, 11:35 AM ET

Orion Energy Systems raises FY27 revenue outlook to $100 million to $102 million

Positive guidance Written later 2.02

Orion Energy Systems said a longtime US retailer customer made a follow-on commitment for a new LED lighting project estimated at $10 million to $15 million, and raised its fiscal 2027 revenue outlook to $100 million to $102 million from $95 million to $97 million. The company said the timing of individual purchase orders is uncertain, and that Q2 revenue is expected to fall from the previously announced Q1 revenue of $25.7 million.

  • FY 2027 revenue outlook raised to $100 million to $102 million, up from $95 million to $97 million
  • New retailer project estimated at $10 million to $15 million; most revenue expected in the second half of fiscal 2027, which ends March 31, 2027
  • Fiscal Q2 revenue expected to decrease compared with Q1 revenue of $25.7 million
  • Company continues to expect positive Adjusted EBITDA for the fiscal year as a whole
Read the filing on SEC.gov ↗
VRAVera Bradley, Inc. Sep 15, 8:13 AM ET

Vera Bradley swings to $4.5 million Q2 profit on 1.1% revenue growth

Positive earnings Written later 2.02

Vera Bradley reported second-quarter fiscal 2027 net revenues of $71.6 million, up 1.1% from a year earlier, and GAAP net income from continuing operations of $4.5 million, or $0.15 per diluted share, compared with a loss of $4.7 million a year earlier. The company reiterated its fiscal 2027 sales guidance of $255 million to $270 million and its expectation of at least a 50% improvement in its non-GAAP operating loss.

  • Net revenues rose 1.1% to $71.6 million from $70.9 million in the prior-year second quarter.
  • GAAP net income from continuing operations was $4.5 million, or $0.15 per diluted share, versus a loss of $4.7 million, or $0.17 per share, a year earlier.
  • Gross margin benefited from $7.7 million of tariff refunds; Indirect segment revenue fell 39.4% to $6.3 million.
  • Fiscal 2027 sales guidance of $255 million to $270 million and at least 50% operating loss improvement were reiterated.
Read the filing on SEC.gov ↗

Lindblad Expeditions buys 60% of White Desert for $61 million, raises 2026 guidance

Positive m&a Written later 1.017.01

Lindblad Expeditions acquired a 60% controlling interest in White Desert, PNR Airways and Echo Charlie for about $61 million in cash, plus about $6 million for balance-sheet cash, subject to customary true-up adjustments. The company also raised its full-year 2026 revenue, net yield and Adjusted EBITDA guidance to reflect the deal and continued strong performance across the business.

  • 60% controlling interest in White Desert, PNR Airways and Echo Charlie for about $61 million cash, plus about $6 million for balance-sheet cash
  • Options to buy the remaining equity in two equal tranches, exercisable within 30 days of December 31, 2030 and 2031, priced on the companies' EBITDA at the time
  • Updated 2026 guidance: tour revenues of $850 - $880 million, net yield per available guest night of 5.5% - 6.5%, Adjusted EBITDA of $140 - $148 million
  • CEO Natalya Leahy called the transaction the largest in the company's history
Read the filing on SEC.gov ↗

BlossomHill Reports 45% Response Rate for BH-30643 in EGFR C797S Lung Cancer Data

Positive product/contract Written later 7.01

BlossomHill Therapeutics presented updated Phase 1/2 SOLARA trial data for its investigational EGFR inhibitor BH-30643 in lung cancer patients with the EGFR C797S resistance mutation, at the IASLC 2026 World Conference on Lung Cancer. The filing reports a 45% objective response rate in 40 patients, which the company says has no approved targeted therapy, and it plans a Phase 2 study starting in Q1 2027.

  • Objective response rate of 45% (18 of 40 patients, 95% CI 29%-62%); disease control rate of 88% (35 of 40) as of the May 12, 2026 data cutoff
  • Treatment-related dose reductions and discontinuations occurred in 9% and 3% of 174 patients treated at 40 mg, 50 mg and 60 mg twice daily
  • Median follow-up was 6.9 months; the company plans a global Phase 2 study in EGFR C797S-positive NSCLC in Q1 2027
  • Presentation follows FDA Fast Track designation for BH-30643 in advanced or metastatic EGFR C797S-positive NSCLC
Read the filing on SEC.gov ↗

Rocket Pharmaceuticals says FDA aligns on RP-A501 Danon disease pivotal trial path

Positive legal/regulatory Written later 7.01

Rocket Pharmaceuticals said the U.S. Food and Drug Administration confirmed continued enrollment and dosing under a modified protocol for its global pivotal Phase 2 trial of RP-A501 in Danon disease, along with a 12-patient pivotal population and established 12-month co-primary endpoints. The alignment is a regulatory milestone for the program, and the company said it expects to complete dosing of the remaining patients by mid-2027.

  • FDA confirmed a pivotal population of 12 male patients treated at the recalibrated dose of 3.8 × 10¹³ GC/kg.
  • The first three patients treated under the modified protocol count toward the 12-patient pivotal population, leaving nine to be enrolled and treated.
  • Primary assessment at 12 months uses myocardial LAMP2 protein expression and a 10% reduction from baseline in left ventricular mass index as co-primary endpoints.
  • Rocket plans a Danon disease program webinar on October 6, 2026, at 4:30 p.m. ET.
Read the filing on SEC.gov ↗
VERAVera Therapeutics, Inc. Sep 15, 6:45 AM ET

Vera Therapeutics says TRUTAKNA met all endpoints in final ORIGIN 3 IgA nephropathy analysis

Positive product/contract Written later 7.018.01

Vera Therapeutics announced that TRUTAKNA (atacicept-vymj) met all prespecified endpoints in the final efficacy analysis of the ORIGIN 3 trial in adults with IgA nephropathy at risk for disease progression. The company reported a placebo-adjusted 52-week eGFR change of 5.6 mL/min/1.73m2 and a 76% reduction in risk of composite kidney disease progression, and plans to submit a supplemental BLA to the FDA in Q4 2026.

  • Final analysis set of 428 patients; 52-week eGFR treatment effect of 5.6 mL/min/1.73m2 versus placebo (p<0.0001)
  • Composite kidney disease progression through 104 weeks: 11 events on TRUTAKNA versus 38 on placebo, hazard ratio 0.24
  • Company plans to submit supplemental BLA to FDA in Q4 2026 for full approval, and reported over 350 patient start forms in the first ten weeks
  • Overall adverse event and infection rates were similar to placebo; infections were reported in 32% of TRUTAKNA patients versus 28% of placebo
Read the filing on SEC.gov ↗

Forgent Power Solutions Q4 sales up 94% to $462 million; FY2027 guidance above IPO view

Positive earnings Written later 2.02

Forgent Power Solutions reported fiscal fourth-quarter 2026 revenue of $462 million, up 94%, and net income of $66 million, compared with a net loss of $4.8 million a year earlier. The company also initiated fiscal 2027 guidance of $2.4 billion to $2.6 billion in revenue, which it said is significantly higher than its IPO forecast.

  • Q4 fiscal 2026 revenue of $462 million, up 94% year over year; net income of $66 million versus a $4.8 million loss a year earlier
  • Backlog of $3.0 billion as of June 30, 2026, an all-time high, up 256% year over year
  • Fiscal 2027 guidance: revenue $2.4 billion to $2.6 billion; adjusted EBITDA $575 million to $625 million; adjusted EPS $1.26 to $1.40
  • $35 million investment to expand Powertrain Solutions capacity in Tijuana, Mexico, expected to come online in Q4 fiscal 2027
Read the filing on SEC.gov ↗

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.