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).
Standard BioTools ended its agreement to sell its mass cytometry business to Multiplex Bio and agreed to sell it to Element Biosystems, a subsidiary of GMT Venture, for $5.5 million in cash. The company agreed to pay Multiplex Bio a $1.5 million termination fee, of which GMT Venture will pay $1.0 million, and says the Element deal increases its net cash position by about $15 million compared with the Multiplex Bio transaction, which the Treeline merger exchange ratio takes into account. Completion still depends on stockholder approval and the pending Treeline merger.
Multiplex Bio purchase agreement terminated on September 30, 2026; the company agreed to pay a $1.5 million termination fee, with GMT Venture paying $1.0 million of it on the company's behalf.
Element purchase price is $5.5 million in cash, on a cash-free and debt-free basis, with no financing condition and a GMT Venture equity commitment letter.
Closing requires stockholder approval and consummation of the Treeline merger; the company expects the Element deal to close by the end of 2026.
If the deal terminates in specified circumstances, the company owes Element a $1.0 million termination fee; expense reimbursements of up to $125,000 each apply if closing misses December 31, 2026 or March 31, 2027.
Carriage Services entered a five-year, $300 million senior secured revolving credit facility led by JPMorgan Chase, which replaces its $250 million facility, and terminated its $100 million at-the-market equity offering program effective October 4, 2026. The company says the new facility lowers borrowing costs and adds liquidity, and that it is lowering its targeted leverage range to 3.0x–3.5x. The facility is secured by a first-priority lien on substantially all company and subsidiary guarantor assets.
Revolving credit facility of up to $300 million, with an optional $100 million accordion feature that no lender is obligated to fund
Replaces the $250 million facility from May 2021; the company says the new facility expands capacity and reduces borrowing spreads
$100 million at-the-market equity program terminated effective October 4, 2026
Targeted leverage ratio lowered from 3.5x–4.0x to 3.0x–3.5x; $400 million of 4.25% Senior Notes mature in May 2029
Tevogen received written notice from Nasdaq on September 29, 2026, confirming it regained compliance with the $50 million minimum market value of listed securities requirement for continued listing on the Nasdaq Global Market. With this and a prior September 9, 2026 notice on publicly held shares, both Nasdaq compliance matters are now closed, removing the listing deficiency concerns the company had previously disclosed.
Nasdaq notice dated September 29, 2026 confirmed compliance with the $50 million minimum market value of listed securities requirement (Rule 5450(b)(2)(A))
Earlier notice dated September 9, 2026 confirmed compliance with the minimum market value of publicly held shares requirement (Rules 5450(b)(2)(C) and 5450(b)(3)(C))
Company issued a press release on September 30, 2026, furnished as Exhibit 99.1
ReposiTrak reported results for the fiscal year ended June 30, 2026, with revenue up 3% to $23.3 million and GAAP net income up 8% to $7.6 million. Fourth-quarter revenue fell 3% to $5.6 million, while fourth-quarter net income rose 16% to $2.1 million. The company ended the year with $27.3 million in cash and no bank debt, and it returned $5.3 million to shareholders through dividends, buybacks and preferred redemptions.
Fiscal 2026 operating income rose 26% to $7.8 million, and operating expense fell 6% to $15.4 million.
Diluted EPS was $0.39 for fiscal 2026, compared with $0.35 a year earlier; basic EPS was $0.41.
Fourth-quarter revenue was $5.6 million, down 3% year over year; fourth-quarter diluted EPS was $0.11.
The company repurchased 143,904 common shares for $1.8 million and redeemed 175,233 preferred shares for $1.9 million during the fiscal year.
Bassett Furniture reported fiscal third-quarter results for the quarter ended August 29, 2026, with net sales up 3.4% to $82.8 million and operating income rising to $2.8 million from $0.6 million a year earlier. Diluted earnings per share were $0.24 versus $0.09, and the company said $1.0 million of $2.8 million in tariff refunds was recorded in gross profit this quarter, with more expected mainly in the fourth quarter. The release does not include updated full-year guidance.
Net sales were $82.8 million, up from $80.1 million; net income was $2.1 million, up from $0.8 million.
Diluted EPS was $0.24 compared with $0.09 in the prior-year quarter.
The company received $2.8 million in tariff refunds from U.S. Customs and Border Protection; $1.0 million was recorded in gross profit this quarter.
A conference call to discuss the results is scheduled for October 1, 2026, at 9:00 am ET.
Micron reported fiscal fourth-quarter 2026 revenue of $54.23 billion, up from $41.46 billion in the prior quarter and $11.32 billion a year earlier, with GAAP diluted earnings per share of $32.87. The company also guided first-quarter fiscal 2027 revenue to $61.5 billion, plus or minus $1.5 billion, and GAAP diluted earnings per share to $37.84, plus or minus $1.00, both above fourth-quarter levels. For shareholders, the filing shows sharply higher sales and profit and a higher outlook, and the company's forward-looking statements carry the risks described in its SEC filings.
Fiscal Q4 2026 revenue was $54.23 billion; GAAP net income was $37.70 billion, or $32.87 per diluted share
Fiscal 2026 revenue was $133.19 billion, up from $37.38 billion in fiscal 2025; GAAP net income was $84.97 billion
Q1 fiscal 2027 guidance: revenue of $61.5 billion plus or minus $1.5 billion; GAAP diluted EPS of $37.84 plus or minus $1.00
Board declared a quarterly dividend of $0.15 per share, payable October 29, 2026, to holders of record on October 14, 2026
Q32 Bio said on September 30, 2026 that additional 36-week results and initial 16-week off-drug findings from Part B of its open-label SIGNAL-AA Phase 2a trial of bempikibart were presented at the EADV Congress 2026. The Part B study enrolled 33 patients with severe or very severe alopecia areata, and the company plans to start a registration-directed program in the first half of 2027, subject to regulatory discussions in the second half of 2026.
At Week 36, mean SALT score reduction from baseline was 35.3% in the mITT analysis, and 40.0% (10/25) of mITT patients achieved a SALT-20 response.
At the 16-week off-drug time point, 44% of patients achieved SALT-20, 61% achieved SALT 30 and 50% achieved SALT 50 (18 patients entered this period).
The company reported no serious adverse events or Grade 3 or higher treatment-related adverse events; injection site reactions were the most common treatment-emergent adverse event at 36.3%.
Q32 Bio plans regulatory discussions in the second half of 2026, a registration-directed program in the first half of 2027, and expects Part B open-label extension data in the second half of 2027.
Elmet Group's subsidiary Elmet Technologies was awarded a contract valued at approximately $36 million by the Defense Logistics Agency to supply molybdenum and tungsten alloys and precision wire to the U.S. National Defense Stockpile. The filing describes the award as separate from the $2 billion DLA contract announced September 14, 2026, and it does not report any financial results or effects on earnings.
Contract valued at approximately $36 million, awarded by the Defense Logistics Agency
Products include TZM alloy billets, bar stock, ingots, and molybdenum and tungsten wire for jet engine components
Separate from the $2 billion DLA IDIQ contract with a $150 million funded commitment announced September 14, 2026
PowerCompute said its Bitcoin-backed credit facility with Arch Lending was settled on September 24, 2026, its scheduled reset date, and was not triggered by a margin call or forced liquidation. The company says secured debt fell about 94%, from about $19.4 million at June 30, 2026 to about $1.25 million, and that no Bitcoin remains pledged, which it expects to lower interest and collar-related expense.
Arch facility settled September 24, 2026, with $21,892,132 principal, $118,582 accrued interest and a $440,122 fee covered by sale of about 267.3 of 307 pledged Bitcoin
About 39.6 Bitcoin returned to the company; no Bitcoin remains pledged as collateral
Secured debt fell from about $19.4 million at June 30, 2026 to about $1.25 million, a reduction of about 94%
Remaining secured promissory note matures December 31, 2026 and is not secured by Bitcoin
Power Solutions International (PSI) entered a new $220 million committed revolving credit agreement with HSBC as administrative agent, maturing September 25, 2029, and used part of it to repay in full its prior $135 million facility with Standard Chartered Bank. The new facility carries a lower borrowing spread of SOFR plus 1.80% versus SOFR plus 2.60% under the prior facility, and the company borrowed $35.0 million at closing, which shareholders may track as new debt secured by substantially all company and guarantor assets.
Committed capacity rises from $135 million to $220 million, with a $70 million letter of credit sublimit and expiry on September 25, 2029.
Borrowing rate is SOFR plus 1.80% per annum, down from SOFR plus 2.60% under the prior facility.
The company borrowed $35.0 million at closing and repaid about $15.1 million under the prior facility, with no early termination penalties.
Covenants require an interest coverage ratio of at least 3.00 to 1.00 and a leverage ratio of no more than 3.00 to 1.00, tested quarterly; a change of control default applies under specified Weichai conditions.
Pitney Bowes and its subsidiaries amended their credit agreement on September 29, 2026, reducing the interest rate margin on $585.5 million of tranche B term loans by 75 basis points. The company expects the change to cut annual interest expense by about $4 million, and the March 2032 maturity and other terms are unchanged.
Tranche B term loans outstanding of $585.5 million; margin cut from 375 to 300 basis points over Term SOFR, or 3.00%, and 2.00% for Base Rate loans
Company expects annual interest expense to fall by about $4 million based on the current principal balance
Maturity date (March 2032) and other loan terms unchanged, per the press release
S&P Global Ratings upgraded the issuer credit rating to 'BB-' from 'B+'
Jabil reported preliminary, unaudited fourth-quarter fiscal 2026 net revenue of $10.6 billion, up from $8.25 billion a year earlier, and U.S. GAAP diluted EPS of $3.76, up from $1.99. The company also guided fiscal 2027 net revenue to $44.5 billion and core diluted EPS to $17.55, and expects first-quarter fiscal 2027 revenue of $10.6 billion to $11.4 billion, which points to continued growth for shareholders if the outlook holds.
Q4 fiscal 2026 net revenue $10.6 billion vs. $8.25 billion a year earlier; U.S. GAAP diluted EPS $3.76 vs. $1.99
Fiscal 2026 net revenue $36.0 billion; core diluted EPS $13.09 vs. $9.75 in fiscal 2025
Sagimet reported 52-week results from the open-label extension of a Phase 3 acne trial of denifanstat, run by license partner Ascletis in China, with results presented at EADV 2026. The company also terminated its at-the-market stock sale prospectus supplement, so it will not sell shares under the Leerink Partners sales agreement unless a new prospectus or registration statement is filed.
Extension trial reported 57% IGA success, 72% reduction in total lesions and 77% reduction in inflammatory lesions
Denifanstat was generally well-tolerated, with no adverse event-related permanent discontinuations
At-the-market prospectus supplement suspended and terminated effective September 30, 2026
Patient screening for the US AURORA Phase 3 trial is expected to begin in October 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.