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).
MacKenzie Realty Capital reported fiscal 2026 results for the year ended June 30, 2026, with net revenues down 9% and net loss down 41%. The same day, its Board temporarily suspended the Preferred Share Repurchase Program so it can react to strategic alternatives that its financial advisor, Maxim Group LLC, may bring. The Board says the company's issuance of common stock in exchange for preferred shares added selling pressure on the common stock, and it expects to reassess the program in due course.
Net revenues were $20.01 million for fiscal 2026, down 9% from $22.06 million in fiscal 2025.
Net loss was $14.13 million, down 41% from $23.97 million; net operating loss was $15.61 million, down 33% from $23.46 million.
The Preferred Share Repurchase Program is temporarily suspended; the Board expects to reassess it in due course.
The company says there can be no assurance that it will enter into any strategic transaction.
KLX Energy Services completed its subscription rights offering on September 29, 2026, selling 24,975,001 shares at $1.49 each for $37.2 million in gross proceeds. Backstop holders of its 2030 Notes exchanged them for 59,273,445 shares, cutting outstanding principal by $94.0 million, and the company expects 105,677,168 shares outstanding afterward, so existing shareholders will be diluted. The 2030 Notes indenture was also amended to loosen leverage tests, which gives the company more covenant flexibility.
Rights offering: 24,975,001 shares sold at $1.49 per share for $37.2 million gross; $31.0 million for general corporate purposes and $6.2 million to redeem 2030 Notes at par on October 10, 2026
Backstop exchange: 59,273,445 shares issued to Backstop Parties; 2030 Notes principal reduced by $94.0 million; 105,677,168 shares expected outstanding
Indenture amended: total net leverage incurrence test relaxed from 2.50:1.00 to 3.00:1.00; maintenance covenant step-down reset to 4.50:1.00 starting with the quarter ending September 30, 2026
Beasley Broadcast Group closed a registered direct offering and a concurrent private placement on September 30, 2026, selling 200,000 Class A shares at $14.00 each, pre-funded warrants for up to 157,000 shares, and common warrants for 357,000 shares exercisable at $15.00. The company expects net proceeds of about $4.3 million, which it plans to use with proceeds from asset sales to reduce revolver borrowings and redeem part of its 11.000% notes due 2028, but the sales add shares and warrants that could dilute existing shareholders.
200,000 Class A shares sold at $14.00 each to a single institutional investor, plus pre-funded warrants for up to 157,000 shares
Common warrants for 357,000 shares at a $15.00 exercise price, initially exercisable six months after issuance
Net proceeds of about $4.3 million after a 6.0% placement agent fee; about $2.2 million to reduce revolver borrowings and about $11.4 million to redeem 11.000% notes due 2028
Company agreed not to issue more equity for 60 days and not to enter variable rate transactions for 180 days after the September 30, 2026 closing
TTM Technologies completed its acquisition of Epiq Solutions on September 30, 2026, paying approximately $1.1 billion in cash, subject to customary adjustments. The purchase was funded with new term loans under a Third Amended and Restated Credit Agreement and proceeds from the company's 6.750% senior notes due 2034. The company expects the deal to be immediately accretive to adjusted EBITDA, moderately dilutive to non-GAAP diluted EPS in 2027, and accretive to non-GAAP diluted EPS in 2028.
Purchase price of approximately $1.1 billion in cash, paid to the seller on September 30, 2026, subject to working capital and other adjustments
New incremental facilities of $300 million term loan A and $800 million seven-year term loan B, with JPMorgan Chase Bank, N.A. as administrative agent
Company expects immediate accretion to adjusted EBITDA, moderate dilution to non-GAAP diluted EPS in 2027, and accretion in 2028
On September 29, 2026, Inogen agreed to sell substantially all assets of its U.S. oxygen rental business to Rotech Healthcare for an estimated up to $24.8 million, subject to post-closing reconciliation and payable in six installments. The filing also discloses a supply agreement with Rotech and a conditional increase in the share repurchase authorization to $45.0 million, effective only if the sale closes, which matters to shareholders because it removes a business with declining revenue while expanding capital return.
Purchase price is estimated at up to approximately $24.8 million, payable in six installments and subject to post-closing reconciliation.
The rental business generated $24.3 million of revenue in the first half of 2026, down 9.8% year over year.
Share repurchase authorization would rise from $30.0 million to $45.0 million and expire June 30, 2028 instead of December 31, 2027, but only upon closing.
The transaction is expected to close in the fourth quarter of 2026, and the rental business will be reported as discontinued operations starting with third-quarter 2026 results.
Progress Software reported fiscal third-quarter 2026 revenue of $246 million, down 2% year-over-year, while GAAP diluted earnings per share rose 25% to $0.55. The company raised its fiscal 2026 revenue and non-GAAP EPS guidance but cut its GAAP EPS guidance and expects a GAAP loss per share in the fourth quarter, and it closed its acquisition of Domo's AI and data platform business.
Q3 revenue was $246 million, down 2% year-over-year; ARR was $873 million, up 1% on a constant currency basis.
Fiscal 2026 revenue guidance was raised to $1,044 million-$1,052 million from $990 million-$1,002 million; GAAP diluted EPS guidance was cut to $1.18-$1.28 from $1.60-$1.74.
Fourth-quarter 2026 GAAP diluted loss per share is guided at $(0.41) to $(0.32); non-GAAP diluted EPS is guided at $1.24 to $1.33.
Q3 non-GAAP diluted EPS was $1.69, up 13% from $1.50; cash and cash equivalents were $113.7 million at quarter end.
All In FutureTech Alliance disclosed that counsel for stockholder Primo Vital Limited sent letters in May and September 2026 claiming that its prior beneficial ownership disclosures about director Jingsheng (Jason) Lu were inaccurate. The company says it takes no position on the dispute over 11,986,523 shares it reported as roughly 31.3% of its common stock, and that this report does not resolve who controlled those shares.
Primo Letters dated May 22, 2026 and September 2, 2026 claim Mr. Lu was removed as Primo's director on May 19, 2026 and lost authority on March 3, 2026, when Ourgame was placed into liquidation in the Cayman Islands.
The company's Form 10-K and Special Meeting Proxy Statement reported Primo as record holder of 11,986,523 shares, about 31.3% of common stock, with shared voting power held by Mr. Lu.
The company relied on a December 11, 2024 joint Schedule 13D/A and says it will evaluate further information and its disclosure obligations.
Moving iMage Technologies reported fiscal 2026 net sales of $17.3 million, down 4.6% from the prior year, while its net loss narrowed to $297,000 from $948,000 on higher gross margin. Fourth-quarter sales fell to $4.55 million from $5.88 million and the quarterly net loss widened, and the company expects first-quarter fiscal 2027 revenue of about $4.5 million.
FY2026 net sales were $17.3 million, down 4.6% from $18.1 million in FY2025.
Gross profit rose 10% to $5.0 million, and net loss per share improved to $(0.03) from $(0.10).
Q4 2026 net sales were $4.55 million versus $5.88 million in Q4 2025, and the Q4 net loss was $296,000 versus $156,000.
The company ended FY2026 with $3.2 million in cash and zero debt, after $2.5 million of net cash used in operating activities.
Conagra Brands reported first-quarter fiscal 2027 results for the period ended August 30, 2026, with net sales down 1.4% to $2.6 billion while diluted EPS rose 5.9% to $0.36 and adjusted EPS rose 5.1% to $0.41. The company reaffirmed its full-year fiscal 2027 guidance, including adjusted EPS of $1.40 to $1.50, so shareholders see weaker sales offset by higher profit and no change to the outlook.
Net sales fell 1.4% to $2.6 billion; organic net sales decreased 1.1%, driven by a 2.1% volume decrease.
Diluted EPS was $0.36, up 5.9%; adjusted EPS was $0.41, up 5.1%, helped by lower adjusted SG&A and higher equity method earnings.
Fiscal 2027 guidance reaffirmed: adjusted EPS of $1.40 to $1.50 and adjusted operating margin of 10.0% to 10.5%.
Free cash flow was ($128) million, a decrease of $102 million; net debt was $7.4 billion, with a 3.99x net leverage ratio.
Connect Biopharma reported preliminary topline results from its Phase 2 Seabreeze STAT COPD study of rademikibart as an add-on treatment for acute COPD exacerbations, with 159 participants randomized 1:1. The primary endpoint, treatment failure through Week 4, was reduced 81% versus placebo (p=0.0122), but the key secondary FEV1 result at Week 4 (70 mL improvement, p=0.1607) was not statistically significant. The company plans to engage the FDA on a Phase 3 program, and no timing was given.
Treatment failure through Week 4 was reduced 81% versus placebo (p=0.0122); 2 of 78 rademikibart participants and 11 of 81 placebo participants experienced treatment failure
FEV1 improved 70 mL at Week 4 versus placebo, but the result was not statistically significant (p=0.1607)
Any treatment-emergent adverse event occurred in 11 (14.1%) rademikibart participants versus 21 (25.9%) placebo participants
Connect plans to engage the FDA on a Phase 3 program; the filing gives no timing for that engagement
FactSet reported fourth-quarter fiscal 2026 revenue of $634.7 million, up 6.3% year over year, while GAAP diluted EPS fell 15.4% to $3.41 and adjusted diluted EPS rose 11.6% to $4.52. The company also issued fiscal 2027 guidance calling for revenue of $2,600 million to $2,625 million and GAAP diluted EPS of $17.00 to $17.50, and on September 24, 2026 its board amended the bylaws to let the board delegate powers to committees and update shareholder nomination procedures.
Q4 GAAP operating income fell 11.7% to $156.6 million; GAAP operating margin was 24.7% versus 29.7%, mainly due to restructuring charges and incentive plan costs.
Full-year fiscal 2026 revenue was $2.48 billion, up 6.7%, while GAAP diluted EPS was $14.57, down from $15.55.
Fiscal 2027 guidance: revenue of $2,600 million to $2,625 million, GAAP diluted EPS of $17.00 to $17.50, and adjusted diluted EPS of $19.25 to $19.65.
Q4 share repurchases totaled $138.0 million, and $356.0 million remained available under the program as of August 31, 2026.
Hyperscale Data and its subsidiaries signed an amendment on September 29, 2026 to their existing loan agreement with JGB-affiliated lenders. Affiliate Ault & Company borrowed an additional $21 million and issued notes totaling $22,580,645, and the maturity of all loans under the agreement was extended to December 14, 2027. The added debt is secured by collateral owned by the guarantors, and the proceeds are to fund a loan to Rockwell One Holdings secured by a Georgia manufacturing facility.
Ault & Company, an affiliate of the Company, borrowed an additional $21 million and issued secured notes totaling $22,580,645 to the lenders.
Maturity of all loans under the Loan Agreement extended to December 14, 2027.
Additional loan is secured by collateral from certain Hyperscale guarantors, including mortgages on owned properties; Milton C. Ault, III and Scott Soura also agreed to guarantee repayment of the notes.
Ault & Company intends to lend the proceeds to Rockwell One Holdings, secured by a first-priority leasehold mortgage on a LaGrange, Georgia property.
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.