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).
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
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
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.
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
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
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.
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
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
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.