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).
In an Investor Day presentation furnished under Form 8-K, Salesforce reiterated its FY27 revenue guidance at the high end of $46.1 billion to $46.4 billion and set a FY30 revenue target of $63 billion-plus. The company also disclosed a $25 billion accelerated share repurchase, which it expects to reduce its share count by at least 14%, a step that matters to shareholders because it returns capital and lifts per-share metrics.
FY27 revenue guidance is the high end of $46.1 billion to $46.4 billion, as of August 2026.
FY27 non-GAAP operating margin guidance is 34.3%, compared with 34.1% in FY26.
The $25 billion accelerated share repurchase is described as the company's largest ever, with an expected average share price of $182.
The FY30 revenue target of $63 billion-plus was stated as of May 2026 and includes Informatica.
Impact Biomedical said a Form F-4 registration statement for its proposed merger with Zoar Limited was filed with the SEC on September 10, 2026, and announced it on September 16, 2026. The filing is a step toward closing, which remains subject to SEC effectiveness, Impact stockholder approval, and NYSE American approval of the listing of PubCo shares.
Form F-4 registration statement filed with the SEC on Thursday, September 10, 2026, by Zoar Limited (PubCo)
Closing is subject to SEC effectiveness, Impact stockholder approval, and NYSE American listing approval
Combined company expected to be a pharmaceutical company focused on Active Pharmaceutical Ingredients and intermediates
On September 10, 2026, Aperture AC, a Cayman Islands SPAC, signed a Business Combination Agreement with Atlantic HPC Group Inc. Atlantic stockholders would receive SPAC common stock worth $150 million at $10.00 per share, plus up to 6,000,000 earnout shares tied to share price targets and a data center lease. The deal requires approval from both sets of shareholders, and Aperture public shareholders would be able to request redemption of their shares.
Agreement signed September 10, 2026, with Atlantic HPC Group Inc, a Delaware corporation; Aperture would re-domicile to Delaware and merge with a Merger Sub, with Atlantic as the surviving subsidiary
Merger consideration: SPAC common stock with an aggregate value of $150,000,000, valued at $10.00 per share
Earnout of up to 6,000,000 shares over five years after closing: 1,500,000 shares at a $12.50 VWAP, 1,500,000 more at $15.00, and 3,000,000 if a five-megawatt data center lease with a seven-year term is signed
Closing requires an Aperture extraordinary general meeting and Atlantic stockholder approval; a Form S-4 registration statement is to be filed with the SEC
Nuburu said its unaudited financial statements for the three and six months ended June 30, 2026 should no longer be relied upon because of a material error in valuing a convertible note receivable from Tekne S.p.A. The company will restate those results in an amendment to its Q2 2026 Form 10-Q, and the correction increases the value of its assets by $761,001.
Error involved using a Tekne equity value of €15.2 million ($17.4 million) instead of €25.4 million ($29.0 million) to value the note as of June 30, 2026.
Fair value of the Tekne convertible note receivable rises from €20,523,000 ($23,446,999) to €21,189,000 ($24,208,000), an increase of $761,001.
The change in fair value of convertible notes receivable for the three and six months ended June 30, 2026 increases by the same amount.
Audit Committee discussed the restatement with independent auditor WithumSmith+Brown, PC.
Bone Biologics said on September 10, 2026 that it received a Nasdaq letter because its stock closed below $1 per share for 30 consecutive business days. The company has 180 days, until March 9, 2027, to regain compliance, and it plans to seek stockholder approval for a reverse stock split at its upcoming annual meeting. The notice has no immediate effect on the stock's listing, but a failure to regain compliance could lead to delisting proceedings.
Nasdaq letter dated September 10, 2026 cites closing bid price below $1 per share for the last 30 consecutive business days
Compliance period runs 180 calendar days, until March 9, 2027
Regaining compliance requires a closing bid price of at least $1 for 10 consecutive business days
Company intends to seek stockholder approval for a reverse stock split at its upcoming annual meeting
On September 11, 2026, ProFrac and the parties to its Alpine term loan signed Amendment No. 5, which cuts required quarterly principal payments to $0 through March 31, 2028 and extends maturity to February 15, 2030. The same day, $60 million of term loans was assigned to THRC Holdings and Farris C. Wilks, a co-founder and principal stockholder, and was repaid through the transfer of 2,306,806 Flotek shares owned by a ProFrac subsidiary, which gives the company near-term repayment relief but also a related-party transaction and tighter cash-flow and distribution terms.
Quarterly amortization reduced from $15 million to $0 for quarters ending September 30, 2026 through March 31, 2028, then $10 million per quarter.
Maturity extended from January 26, 2029 to February 15, 2030; PFP Holding may pay 675 basis points of interest in kind for 12 months from September 1, 2026.
$60 million of 2026 Term Loans assigned to THRC Holdings ($34.32 million) and Farris C. Wilks ($25.68 million) and cancelled in exchange for 2,306,806 Flotek shares.
Borrower must prepay 100% of excess cash flow each quarter, and company distributions are restricted to a $1 million annual basket.
Lennar reported third-quarter 2026 results for the period ended August 31, with net earnings of $284 million, or $1.19 per diluted share, down from $591 million, or $2.29, a year earlier. Revenue fell to $8.0 billion from $8.8 billion, and the company lowered its full-year 2026 delivery target to 80,000-81,000 homes, which weighs on shareholders' expectations for the year.
Q3 net earnings of $284 million, or $1.19 per diluted share, versus $591 million, or $2.29, in Q3 2025; excluding mark-to-market losses and one-time items, EPS was $1.23
Total revenues of $8.0 billion versus $8.8 billion; deliveries of 20,840 homes, down 3%; new orders of 20,879 homes, down 9%
Full-year 2026 delivery target cut to approximately 80,000-81,000 homes from 82,000-83,000 homes
Q4 2026 guidance: 22,000-23,000 deliveries, gross margin of 15.5%-16.0%, and new orders of 19,500-20,500 homes
Fluence Energy lowered its fiscal 2026 guidance on September 16, 2026, citing delays in ramping up its Houston contract manufacturing facility and continuing supply chain issues affecting U.S. production. Revenue is now expected at about $2.4 billion, down from a prior guidance midpoint of about $3.0 billion, and the adjusted EBITDA loss is now expected at about $200.0 million, versus a prior midpoint loss of about $10.0 million. The company also named Bernerd Da Santos as executive vice president and chief operating officer, and management plans to provide a fiscal 2027 business plan when it reports fiscal 2026 results.
Fiscal 2026 revenue guidance now approximately $2.4 billion, versus a prior midpoint of approximately $3.0 billion.
Fiscal 2026 adjusted EBITDA loss now approximately $200.0 million, versus a prior midpoint loss of approximately $10.0 million.
The company cites delays in the ramp-up of its Houston contract manufacturing facility; the contract manufacturer has implemented corrective actions that have increased daily production.
Bernerd Da Santos, formerly of AES, took the chief operating officer role effective September 15, 2026; Peter Williams, senior vice president and chief product officer, was terminated on September 11, 2026.
On September 16, 2026, Teva's subsidiaries issued €1.5 billion and $3.2 billion of senior unsecured notes due 2032 to 2037, guaranteed by Teva Pharmaceutical Industries. Teva plans to use the proceeds to fund conditional redemptions of several existing notes, pay related fees, and for general corporate purposes. The filing shows a refinancing of existing debt rather than a stated change in operations or results.
Euro notes: €1.0 billion of 4.250% notes due March 16, 2033, and €500 million of 4.625% notes due September 16, 2036
USD notes: $1.2 billion of 5.250% notes due January 16, 2032; $1.0 billion of 5.500% notes due January 16, 2034; and $1.0 billion of 5.750% notes due January 16, 2037
Conditional redemptions include up to $450 million of 4.750% notes due 2027 and up to €1.15 billion of 4.375% notes due 2030, reduced from up to €1.25 billion
Teva may redeem notes, or issue further redemption notices, at its sole discretion and is under no obligation to do so
Generac agreed to issue Amazon a warrant to buy up to 1,693,745 common shares at $200.9266 per share, alongside a long-term backup generator supply agreement. The warrant vests in tranches tied to gross payments from Amazon and its affiliates, up to $8 billion in total, and can be exercised through September 16, 2033.
Warrant covers up to 1,693,745 shares at $200.9266 per share; 307,954 shares vested immediately.
Vesting tied to aggregate gross payments, net of certain offsets, from Amazon for backup generators for Amazon data centers, up to $8 billion.
Initial backup generator deliveries are expected to total $2.4 billion in 2027 and 2028.
Warrant is exercisable on or before September 16, 2033; shares issued without SEC registration under Section 4(a)(2).
AES disclosed that Bernerd Da Santos, who had moved from President of US & Renewables to Chairman of the AES Clean Energy Board in April 2026, left the company effective September 14, 2026, to become Executive Vice President and Chief Operating Officer at Fluence Energy, Inc. His separation agreement provides severance under the company's executive severance plan, which matters to shareholders because it is a cost tied to a senior leadership departure.
Departure effective September 14, 2026; he accepted a role as EVP and COO at Fluence Energy, Inc.
Severance equal to one times annualized base salary plus annual target bonus for fiscal 2026, plus a pro-rata fiscal 2026 bonus at target performance
He will also receive applicable retirement benefits under company plans; the filing gives no dollar amounts
Full separation agreement to be filed as an exhibit to the Form 10-Q for the quarter ending September 30, 2026
Mission Produce said it will close three facilities in its distribution network, consolidating its Swedesboro, New Jersey and Dallas-area operations and closing the former Calavo facility in Jacksonville, Florida, as part of its integration of Calavo Growers, which the company completed on May 28, 2026. The company has not yet estimated total costs, but it has disclosed several specific charges, and it plans to report the full amounts in future SEC filings.
Facility actions were determined on September 11, 2026: consolidate Swedesboro, New Jersey into one facility; combine Dallas-area facilities into one in Garland, Texas; close the Calavo facility in Jacksonville, Florida.
Expected employee severance and related benefits of approximately $1.4 million, which are expected to be cash charges.
Expected accelerated depreciation of approximately $8.6 million and estimated asset retirement obligations of approximately $5.4 million; lease termination costs are not yet determinable.
The company cannot yet make a good faith estimate of the total costs or future cash charges.
Exicure received a Nasdaq extension on September 10, 2026, to regain compliance with the $2.5 million minimum stockholders' equity requirement, with a deadline of December 2, 2026. The company said the extension does not mean it has regained compliance, and failure to meet the deadline could lead Nasdaq to issue a delisting determination that the company could appeal.
Nasdaq notified Exicure on June 5, 2026 that it did not meet the $2.5 million minimum stockholders' equity requirement under Listing Rule 5550(b)(1).
Nasdaq granted an extension on September 10, 2026, through December 2, 2026, for the company to regain compliance.
The company must publicly demonstrate compliance on or before December 2, 2026; Nasdaq will monitor compliance through the next periodic report.
If the terms are not met, Nasdaq may issue a written delisting determination, which Exicure could appeal to a Nasdaq Hearings Panel.
ACP Holdings Acquisition Corp., a Cayman Islands special purpose acquisition company, signed a business combination agreement on September 15, 2026, under which May Mobility, Inc. would merge into a subsidiary of ACP and become a publicly listed company named May Mobility, Inc. on Nasdaq under the ticker MAY. ACP shareholders must approve the deal, and the 8-K sets an outside closing date of May 26, 2027, while the press release says closing is expected by year-end; the amount of gross proceeds depends on how many public shareholders redeem their shares.
Aggregate consideration to May Mobility holders is based on a $1.35 billion purchase price at $10.00 per share, with a pro forma enterprise value of approximately $1.4 billion.
Gross proceeds of up to $337 million, including up to $217 million from the ACP trust account (subject to redemptions) and a fully committed $120 million PIPE.
Closing is expected on or before May 26, 2027, subject to ACP and May Mobility shareholder approvals and other customary conditions.
May Mobility generated approximately $10 million in revenue and burned approximately $93 million in cash in 2025, according to the press release.
Xenetic Biosciences agreed on September 14, 2026 to acquire all share capital of Swiss company Santersus AG in exchange for newly issued Xenetic common stock, subject to Xenetic stockholder approval and other conditions. On a pro forma basis, existing Xenetic equity holders would own about 15.0% of the combined company and Santersus equity holders about 85.0%, subject to adjustment based on Xenetic's net cash at closing, so current shareholders' stake would be substantially diluted.
Santersus equity holders expected to own about 85.0% and Xenetic equity holders about 15.0% of the combined company on a fully diluted basis.
Closing is expected in the fourth quarter of 2026, subject to stockholder approval, Nasdaq listing approval and an effective Form S-1 resale registration statement.
Xenetic may owe Santersus a $500,000 termination fee under specified circumstances; either party may reimburse the other for fees and expenses up to $300,000.
The combined company would be renamed Santersus Bio, Inc. with an eight-member board, six designated by Santersus, and expected to trade under the symbol SNTS.
Oscar Health said it will raise its full year 2026 guidance for earnings from operations to $600 million to $800 million, up $100 million from its prior expectation, and narrow its medical loss ratio outlook to 81.0% to 82.0%. It will reaffirm total revenue guidance of $18.7 billion to $19.0 billion and its SG&A expense ratio range of 15.6% to 16.1%, and will discuss strategy and long-term financial targets at its Investor Day on September 16, 2026.
Earnings from operations guidance raised to $600 million to $800 million, from $500 million to $700 million.
Medical loss ratio guidance improved to 81.0% to 82.0%, from a prior 81.5% to 82.5%.
Total revenue ($18.7 billion to $19.0 billion) and SG&A expense ratio (15.6% to 16.1%) guidance reaffirmed; Investor Day webcast held September 16, 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.