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).
NETSOL reported record full-year fiscal 2026 revenue of $74.4 million, up 12.5% and above its $73 million guidance, and operating income nearly doubled to $6.9 million. GAAP net income attributable to NETSOL was $2.95 million, or $0.25 per diluted share, roughly flat with the prior year's $0.25, as a foreign exchange swing and higher non-controlling interest offset operating gains. The company also issued fiscal 2027 guidance calling for revenue growth of 13% to 16%.
Fourth-quarter fiscal 2026 revenue rose 12.5% to a record $20.7 million, and operating income rose 40.2% to $4.5 million.
Full-year GAAP net income attributable to NETSOL was $2.95 million, or $0.25 per diluted share, compared with $2.9 million, or $0.25, a year earlier.
Fiscal 2027 guidance: revenue growth of 13% to 16%, gross margin of approximately 50% or better, and adjusted EBITDA growth of 15% to 25%.
Cash was $27.1 million at June 30, 2026, and operating cash flow was $13.9 million versus $0.4 million a year earlier.
AAR CORP. reported first-quarter fiscal 2027 results for the period ended August 31, 2026, with sales up 24% to $918.0 million and GAAP diluted EPS of $1.00, compared with $0.95 a year earlier. The company also announced a definitive agreement to acquire a 65% controlling interest in MRO Holdings, and the guidance it gave excludes that acquisition's effect, so shareholders face both the quarterly gains and a large pending deal.
Q1 sales of $918.0 million, up 24% from $739.6 million; GAAP net income of $40.1 million versus $34.4 million
Adjusted diluted EPS of $1.49, up from $1.08; adjusted EBITDA of $116.5 million, up 34%
Full-year fiscal 2027 sales growth guidance (ex. LCP) changed to low teens from low double-digits to low teens; second-quarter sales growth guidance set at 14% to 16%
Net debt of $780.5 million and net leverage of 1.81x at August 31, 2026; acquisition expenses rose to $19.6 million from $4.4 million
IDT reported fiscal fourth-quarter 2026 revenue of $339.0 million, up 7%, and income from operations of $33.2 million, up 52%. For the full fiscal year, revenue rose 5% to $1,298.0 million and GAAP diluted EPS increased to $3.46 from $3.01. The company guided fiscal 2027 Adjusted EBITDA to $176 million to $180 million, while full-year operating cash flow fell to $91.1 million from $127.1 million.
Q4 2026 revenue rose 7% to $339.0 million; income from operations rose 52% to $33.2 million
FY 2026 revenue rose 5% to $1,298.0 million; income from operations rose 21% to $121.2 million
FY 2026 GAAP diluted EPS was $3.46, up from $3.01 in FY 2025
FY 2027 outlook: Adjusted EBITDA of $176 million to $180 million; FY 2026 net cash from operations fell to $91.1 million from $127.1 million
Precision Optics reported fiscal 2026 revenue of $31.5 million, up about 65%, and a narrower net loss of $3.6 million, or $0.43 per share, compared with $5.8 million, or $0.85 per share, a year earlier. The company guided fiscal 2027 revenue to $30 million to $33 million, similar to fiscal 2026, citing a pause in orders from an existing satellite customer that it expects to partly offset with other programs and a stronger second half. For shareholders, the results show strong growth and smaller losses, but the outlook projects no revenue growth for the coming year.
Fourth quarter ended June 30, 2026: revenue of $8.8 million, up about 42% from $6.2 million a year earlier, with a net loss of $0.1 million versus $1.4 million.
Fiscal 2026 revenue of $31.5 million, up about 65% from $19.1 million; net loss of $3.6 million, or $0.43 per share, versus $5.8 million, or $0.85 per share.
Fiscal 2027 revenue guidance of $30 million to $33 million, similar to fiscal 2026, reflecting a pause in orders from an existing satellite customer.
Fiscal 2027 Adjusted EBITDA guidance of $(1.2) million to $(1.7) million loss, compared with a $(2.1) million loss in fiscal 2026.
Jefferies reported results for the quarter ended August 31, 2026, with net earnings attributable to common shareholders of $261 million, up from $224 million a year earlier, and total net revenues of $2.22 billion, up from $2.05 billion. Investment Banking and Equities reached record quarterly revenue, while Fixed Income and Asset Management declined. The board also raised the share buyback authorization to $250 million and declared a $0.40 quarterly dividend.
Total net revenues of $2.22 billion versus $2.05 billion in the prior year quarter.
Diluted earnings per voting common share of $1.08 versus $1.01; return on adjusted tangible shareholders' equity of 13.5% versus 13.6%.
Asset management fees and investment return of $34 million versus $84 million in the prior year quarter.
Quarterly dividend of $0.40 payable November 25, 2026; buyback authorization increased to $250 million.
SCYNEXIS entered a contract with the U.S. Biomedical Advanced Research and Development Authority to develop its SCY-247 antifungal candidate, with potential non-dilutive funding of up to $214 million if all options are exercised. The initial base period provides approximately $18.5 million to advance SCY-247 into a Phase 2 study in patients with invasive candidiasis. The company says its SCY-770 development plans and cash runway into 2029 are unchanged.
Contract signed September 25, 2026; base period starts September 2026 with approximately $18.5 million
Potential total funding up to $214 million; BARDA may exercise up to six options extending the term up to ten years
Cost-share arrangement; company expects to fund its share of near-term SCY-247 costs within its existing operating plan
Full contract to be filed as an exhibit to the Form 10-Q for the quarter ending September 30, 2026, with confidential terms redacted
The Marygold Companies agreed on September 25, 2026 to be acquired by funds managed by Madison Dearborn Partners, with stockholders to receive $2.00 per share in cash, a premium of approximately 100% over the September 24, 2026 closing price. Stockholders holding about 75% of the voting power have already approved the merger by written consent, and the company's common stock will be delisted from NYSE American once the deal closes, which is expected in the first half of 2027 or earlier.
Stockholders will receive $2.00 per share in cash, a premium of approximately 100% over the September 24, 2026 closing price.
Written stockholder consent from holders of about 75% of voting power was delivered on September 25, 2026, satisfying the stockholder approval condition.
Common stock will stop trading on NYSE American after closing; the company will become privately held.
A termination fee of approximately $2.6 million may be payable by the company in certain circumstances; the Termination Date is June 7, 2027.
Kodiak Sciences reported that both Zenkuda and tabirafusp-ted met the primary endpoints in the Phase 3 DAYBREAK study in wet age-related macular degeneration, with both achieving non-inferiority in vision gains versus aflibercept at year one. The company plans to submit a multi-indication biologics license application for Zenkuda in the fourth quarter of 2026.
Zenkuda met its primary endpoint with a p-value of 0.0007, and 54% of patients were on 6-month dosing
Tabirafusp-ted met its vision primary endpoint (p-value of 0.0036) and its anatomical key secondary endpoint (p-value of less than 0.0001)
Kodiak plans to submit a Zenkuda BLA in 4Q2026 covering five positive Phase 3 studies in wet AMD, diabetic retinopathy and retinal vein occlusion
Zenkuda showed a 0% intraocular inflammation rate in the study, and tabirafusp-ted showed 0.4%, per the press release
Adicet Bio reported preliminary Phase 1 data for prula-cel, an investigational cell therapy, in 22 efficacy-evaluable patients with systemic lupus erythematosus, with or without lupus nephritis, using an August 28, 2026 data cut-off. The company plans to start pivotal study start-up activities for lupus nephritis in the fourth quarter of 2026, and the filing says the high DORIS remission rate may support including lupus patients without nephritis. The data are early, from a small group, and the filing contains no revenue or cash figures.
22 efficacy-evaluable patients (16 with lupus nephritis, 6 with extra-renal SLE); follow-up ranged from 6 to 21 months; data cut-off August 28, 2026.
At 12 months, 50% of evaluable lupus nephritis patients achieved a complete renal response and 54% of evaluable patients achieved DORIS remission.
Among 24 safety-evaluable patients, no cytokine release syndrome above Grade 2 was reported; Grade 1 or 2 CRS occurred in 25%; infections occurred in 54%, with Grade 3 or higher in 8.3%.
Pivotal lupus nephritis study start-up activities are planned for Q4 2026; a mid-2027 clinical data update in LN/SLE is anticipated.
Fate Therapeutics said the California Institute for Regenerative Medicine awarded it a $15.0 million grant through its CLIN2 program to support the Phase 2 RECLAIM-LN trial of FT819 in lupus nephritis. The filing does not state financial results or any change to company guidance, so the grant's direct effect on shareholders is not quantified.
CIRM awarded a $15.0 million grant on September 25, 2026, under its CLIN2 program.
The grant supports the Phase 2 RECLAIM-LN trial of FT819 in refractory lupus nephritis.
The trial is expected to enroll approximately 53 patients; the primary endpoint is complete renal response at Week 26.
Volato Group's Alignment Engine subsidiary signed a Master Services Agreement on September 22, 2026, with two initial orders for dedicated AMD GPU infrastructure at its Ohio AI campus, totaling approximately $1.17 billion in contract value. The filing says the customer has committed to about $133 million in contractual prepayments, and the orders run for 48 months on a take-or-pay basis, which the company describes as its first major customer commitment for the platform.
Two 48-month orders under the MSA with an aggregate contractual value of approximately $1.17 billion.
Initial deployment of AMD MI355X GPUs has a contractual start date of December 31, 2026; second deployment of AMD MI455X GPUs starts June 30, 2027.
Customer has committed to approximately $133 million in prepayments, including approximately $40 million due after execution of the initial order.
Either party may terminate for an uncured material breach after a 30-day cure period.
A federal jury awarded Ramaco Resources' subsidiary $30.0 million in damages on September 25, 2026, in its lawsuit against Federal Insurance Company and ACE American Insurance Company over a denied claim for a 2018 silo failure at the Elk Creek plant. The court entered judgment on the verdict, but attorneys' fees remain to be decided and the defendants may still challenge the award through post-trial motions or an appeal.
Jury awarded $27.5 million for net economic loss and $2.5 million for aggravation and inconvenience.
Judgment was entered on September 25, 2026, against Federal Insurance Company and ACE American Insurance Company.
Attorneys' fees were not decided by the jury and will be determined by the Court.
Defendants may file post-trial motions within 28 days of judgment and a notice of appeal within 30 days of the final judgment.
Gray Media updated its third-quarter 2026 guidance, raising its political advertising revenue outlook to $188 million to $195 million and lifting the low end of its total revenue range to $950 million. The company also lowered its corporate and administrative expense estimate to $30 million to $35 million, and said the update was provided in connection with lender meetings about a potential credit facility refinancing.
Political advertising revenue guidance raised to $188 million to $195 million, from $165 million to $185 million previously.
Total revenue guidance now $950 million to $965 million, up from $935 million to $965 million.
Total corporate and administrative expense guidance lowered to $30 million to $35 million, from $35 million to $40 million.
Gray expects no outstanding borrowings under its Revolving Credit Facility as of September 30, 2026, and will report third-quarter results on November 6, 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.