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).
Worthington Enterprises reported fiscal 2027 first-quarter results for the three months ended August 31, 2026, with net sales up 13% to $343.9 million and diluted EPS of $0.87 versus $0.70 a year earlier. Adjusted diluted EPS rose to $0.82 from $0.78, and the company declared a quarterly dividend of $0.20 per share.
Net sales rose $40.2 million, or 13%, to $343.9 million, including 6% from acquisitions and 7% from organic growth.
GAAP net earnings increased 22% to $42.6 million; adjusted net earnings rose 3% to $40.1 million.
Free cash flow increased to $54.0 million from $27.9 million, and the company repurchased 335,000 shares for $18.2 million.
Quarterly dividend of $0.20 per share is payable December 29, 2026, to holders of record on December 15, 2026.
ProPetro said its PROPWR unit has signed new long-term contracts to commit about 230 megawatts of power generation capacity to a subsidiary of Targa Resources Corp., a Permian Basin energy infrastructure company. With these contracts, total capacity committed under contract for PROPWR is about 510 MW, after removing previously announced oil and gas power capacity that is no longer committed.
New contracts commit about 230 MW of behind-the-meter power to a Targa subsidiary.
Total capacity committed under contract for PROPWR is now about 510 MW.
Full deployment is expected in early 2028, and the company says it may make additional megawatts available for data center deployments in 2027 and beyond.
i-80 Gold filed a Pre-Feasibility Study for its Granite Creek Underground Project, dated September 21, 2026, with an effective date of March 31, 2026. The study reports an after-tax NPV (5%) of $118 million and a mine life of 8.5 years at a $2,750 per ounce gold price, and it supersedes the March 2025 Preliminary Economic Assessment.
After-tax NPV (5%) of $118 million and pre-tax NPV of $138 million at a $2,750 per ounce gold price
Proven and probable mineral reserves of 2,198 thousand tonnes at 7.87 g/t gold, containing 556.5 thousand ounces
Life-of-mine total cash costs of $2,076 per ounce and all-in sustaining costs of $2,273 per ounce, with total capital and closure costs of $144.9 million
Study prepared by third-party firms including SRK Consulting (U.S.), Inc. and Hatch Associates Consultants, Inc., with an effective date of March 31, 2026
BlackBerry and Vector announced that Coretura, the software-defined vehicle platform company founded by Daimler Truck and Volvo Group, has selected Alloy Kore as the first design win for the jointly developed vehicle OS. The company says the win adds over $100 million to the QNX royalty backlog and is the largest design win in QNX history, though backlog is an estimate and may not reflect actual future revenue.
Coretura selected Alloy Kore, the foundational software layer jointly developed by QNX and Vector, as the first design win for the product.
The design win adds over $100 million to the QNX royalty backlog, which the company describes as estimated future revenue from variable forecasted royalties.
The filing says the win is the largest design win in QNX history and warns that actual revenue depends on production volumes and possible contract changes or terminations.
The announcement is dated September 22, 2026, and the press release is furnished as Exhibit 99.1.
Columbus McKinnon amended its credit agreement on September 21, 2026, refinancing its $1,452.9 million Term Loan B and reducing the interest rate margin on both the term loan and its $500 million revolver by 0.50% per annum. The company expects the change to cut annual cash interest expense by at least $7.3 million, which would give shareholders a modest boost to cash flow, though the filing contains no new earnings figures.
Term Loan B refinanced in an aggregate principal amount of $1,452.9 million, with margin reduced by 0.50% per annum
Revolving Facility margin also reduced by 0.50%; dollar term SOFR margin now ranges from 1.75% to 2.75% based on leverage
Company expects annual cash interest expense to fall by at least $7.3 million; maturity dates unchanged
Amendment signed September 21, 2026 and announced in a September 22, 2026 press release
Idaho Copper received a U.S. Forest Service letter approving its Exploration Plan of Operations and 2026 annual operating plan for the CuMo project in Boise County, Idaho, clearing the way for drilling and road-building. The company says the approval removes the remaining administrative conditions and lets it start work, with up to 15,000 feet of diamond core drilling targeted this season.
Forest Service letter approving the Exploration Plan of Operations and 2026 annual operating plan; USFS accepted the company's reclamation surety bond on or before the letter date
USFS accepted the signed Forest Service Evaluation form on September 9, 2026
Company is targeting up to 15,000 feet of additional diamond core drilling this season, with a larger campaign planned for 2027 toward a Prefeasibility Study
i-80 Gold furnished a September 21, 2026 press release on a feasibility study for its Granite Creek Underground gold project in Nevada. The base case shows an after-tax NPV (5%) of $118 million at $2,750/oz gold, rising to $598 million at $4,500/oz, and the study reports initial reserves of 556,500 oz gold. The filing also furnishes Mineral Point assay results, and the company says the study's production and sustaining capital figures improved on the March 2025 preliminary economic assessment.
Base case at $2,750/oz gold: after-tax NPV (5%) of $118 million and undiscounted after-tax cash flow of $153 million.
Initial proven and probable reserves of 2.20 million tonnes grading 7.87 g/t gold, containing 556,500 oz gold; mine life of about 8.5 years.
Average annual gold production of about 75,000 oz from 2028 to 2032, versus the March 2025 PEA; sustaining capital of $83 million, which the company says is lower than the PEA.
Lone Tree Plant commissioning is planned for the fourth quarter of 2027; inferred resources fell 38% as infill drilling upgraded material to higher categories.
The FDA has lifted the full clinical hold on Filana Therapeutics' IND for a planned Phase 2a study of simufilam in TSC-related epilepsy. Patient screening is expected to begin by the first quarter of 2027, so the hold removal is a development milestone rather than a change in financial results.
FDA lifted the full clinical hold on the simufilam IND, announced September 22, 2026
Planned Phase 2a study: 16-week randomized, double-blind trial at 13 U.S. sites, targeting 40 subjects aged 12 to 55
Patient screening expected to begin by the first quarter of 2027
Company completed trial-readiness work during the hold, including engaging a clinical research organization and identifying sites
Celldex reported positive topline results from its two Phase 3 EMBARQ-CSU trials of barzolvolimab in chronic spontaneous urticaria, with both trials meeting the primary endpoint and all key secondary endpoints at Week 12. The company plans to submit a Biologics License Application to the FDA in 2027, and treatment in both trials will continue to 52 weeks. The filing contains no financial results, so the near-term effect on shareholders depends on the regulatory timeline.
EMBARQ-CSU1 and EMBARQ-CSU2 both met the primary endpoint (mean change in UAS7 at Week 12) and all key secondary endpoints across both dose groups.
Complete response (UAS7=0) at Week 12 was 42.1% to 45.7% on barzolvolimab versus 9.3% to 12.6% on placebo.
1,939 patients were randomized; data cutoff was September 9, 2026.
Viking Therapeutics reported positive topline results from the maintenance phase of its VK2735 study, in which patients moved to every-other-week or monthly dosing maintained up to 97% and up to 90% of their weight loss, respectively. The company also reported GI-related adverse event rates similar to placebo, and the filing presents no financial measures for the period.
Every-other-week dosing maintained up to 97% of Week 21 weight loss versus 61% for placebo (p<0.0001).
Monthly dosing maintained up to 90% of Week 21 weight loss versus 61% for placebo (p=0.0002).
Induction phase: weight loss of approximately 16% to 19% after 21 weeks of weekly dosing versus approximately 0% for placebo.
Management conference call scheduled for 8:00 a.m. ET on September 22, 2026.
Tonix announced a new pharmacy benefit manager agreement, effective immediately, that covers TONMYA for about 21 million Medicare Part D beneficiaries. The company says total commercial and government coverage for TONMYA now reaches about 166 million individuals, which expands the patients who can access the drug.
New agreement adds about 21 million Medicare lives, or 38% of about 55 million Medicare lives in the U.S.
Medicare coverage for TONMYA now totals 32 million lives, or 58% of Medicare lives in the U.S.
Total commercial and government coverage reaches about 166 million covered lives, or 53% of about 314 million total U.S. lives
Sales force totals 150 representatives after about 50 were fully activated
AutoZone reported fourth-quarter fiscal 2026 results for the 16 weeks ended August 29, 2026, with net sales of $6.6 billion, up 5.6%, and diluted earnings per share of $56.05 versus $48.71 a year earlier. Full-year net sales reached $20.3 billion, and diluted EPS rose 5.3% to $152.55, while the company repurchased $2.0 billion of stock during the year and had $1.6 billion left under its authorization.
Q4 diluted EPS was $56.05 versus $48.71; net income was $931.6 million versus $837.0 million.
Q4 total company same store sales rose 2.7% (1.5% at constant currency); domestic same store sales rose 1.6%.
Q4 gross margin was 53.3%, up 182 basis points, helped by a 145 basis point impact from tariff refunds.
The company opened 175 stores in the quarter and had $1.6 billion remaining under its share repurchase authorization at year end.
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.