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
Tectonic Therapeutic reported topline Phase 1a results for TX2100, an investigational antibody for hereditary hemorrhagic telangiectasia (HHT), stating the drug was generally safe and well-tolerated in healthy adult volunteers. The FDA also granted TX2100 Fast Track designation for HHT and cleared the IND for a planned Phase 1b trial, which advances the clinical program toward patients. The filing discloses no revenue or financial results, and anti-drug antibody results remain pending.
Phase 1a enrolled 48 healthy adult volunteers across six dose cohorts; no deaths, serious adverse events or severe treatment-emergent adverse events were reported at any dose
FDA cleared the IND in August 2026 and granted Fast Track designation in September 2026
Phase 1b trial in HHT patients planned to begin by year-end 2026; Phase 2 planned to begin in early 2027
Detailed Phase 1a results to be presented at the CureHHT 16th HHT International Scientific Conference, October 12-16, 2026
MongoDB's Board of Directors authorized an additional $1.0 billion in share repurchases on September 25, 2026, bringing the aggregate authorized amount under its existing program to $2.0 billion. The company also held an Investor Day on September 29, 2026, where leadership discussed growth strategy while an interim CEO leads a pending leadership transition.
Board authorized an additional $1.0 billion in repurchases on September 25, 2026, for an aggregate $2.0 billion under the existing program.
$1,353,700,000 remains available for future repurchases as of the filing date.
Repurchases may be made in open market or privately negotiated transactions, and the company is not obligated to buy any particular amount.
Investor Day on September 29, 2026 covered strategy, and the presentation references a recently announced leadership transition led by interim CEO Dev Ittycheria.
On September 25, 2026, Angel Oak Mortgage REIT and two subsidiaries extended a loan financing facility with lender Global Investment Bank 3 through September 25, 2027. The filing says the interest rate pricing spread was reduced, with the low end falling from 1.75% to 1.35% while the stated top of the range stayed at 4.75%, which could lower borrowing costs for shareholders.
Facility extended through September 25, 2027
Pricing spread range changed from 1.75% to 4.75% to 1.35% to 4.75%
Sixth Amendment to Second Amended and Restated Master Repurchase Agreement filed as Exhibit 10.1, dated September 25, 2026, with portions redacted
On September 25, 2026, Angel Oak Mortgage REIT and two subsidiaries extended their loan financing facility with lender Multinational Bank 1 through December 28, 2026, the facility had been set to expire on September 25. The interest rate pricing spread was reduced to a range of 1.20% to 2.10%, from 1.30% to 2.10%, which lowers the bottom of the borrowing cost range.
Facility extended to December 28, 2026, from an original expiry of September 25, 2026
Interest rate pricing spread reduced to 1.20% to 2.10%, from 1.30% to 2.10%
Extension was made under an agreement that contemplates rolling three-month renewals with Multinational Bank 1
Dyne Therapeutics reported additional one-year clinical data from the Phase 1/2 ACHIEVE trial of z-basivarsen in myotonic dystrophy type 1 (DM1), based on a pooled group of 25 to 26 participants from several dose cohorts. The company also disclosed a mean baseline hand-opening time of 8.3 seconds for the 71 participants in the registrational expansion cohort, whose topline data are still expected in the first quarter of 2027. The results are not from a single registrational-dose group, and the filing says only 8 of 26 pooled participants received the registrational dose for the full 12 months.
Pooled group's hand myotonia (vHOT) improved 3.2 seconds from baseline at 6 months, versus a 0.4-second increase in the placebo group (N=14).
At 12 months, the pooled group improved 1.2 seconds on the 5xSTS test and 4.8% on the QMT total score relative to baseline.
Only 8 of 26 pooled participants received the 6.8 mg/kg registrational dose for the full 12 months analyzed.
Topline data from the 71-participant registrational expansion cohort are planned for the first quarter of 2027.
Legacy Education reported fiscal 2026 results for the year ended June 30, 2026, with revenue up 24.8% to $80.1 million and net income up 21.3% to $9.1 million. Diluted earnings per share rose 11.9% to $0.66, and year-end student population reached 3,377, up 8.9% from 2025, so shareholders see growth in both sales and profit.
Fiscal 2026 revenue of $80.1 million, up from $64.2 million in fiscal 2025, partly reflecting a full year of Contra Costa Medical Career College results versus half a year in the prior year
Fourth-quarter revenue rose 12.0% to $20.1 million and net income rose 53.3% to $1.9 million
Diluted EPS for fiscal 2026 was $0.66, up 11.9%; general and administrative expense rose 26.7% to $24.2 million
United States Gasoline Fund, LP filed its monthly account statement for the month ended August 31, 2026, furnished as Exhibit 99.1 to a Form 8-K, as required under Rule 4.22 of the Commodity Exchange Act. The fund reported net income of $10,592,058 for August, and its net asset value rose from $141,027,806 to $146,956,981 despite net withdrawals of shares during the month.
Net income for August 2026 was $10,592,058, on total income of $10,707,367 and total expenses of $115,309.
Net asset value rose to $146,956,981 at August 31, 2026, from $141,027,806 at August 1, 2026.
Net asset value per share was $127.79 on 1,150,000 shares outstanding at month end.
Additions totaled $18,080,338 (150,000 shares) and withdrawals totaled $22,743,221 (200,000 shares) during the month.
The fund filed its monthly account statement for the month ended August 31, 2026, showing net income of $2,128,917. Net asset value fell to $44,487,522 from $44,964,555 at the start of the month because of $2,605,950 in withdrawals of 50,000 shares.
Net income of $2,128,917 for the month ended August 31, 2026, on total income of $2,169,885 and total expenses of $40,968
Realized trading gain of $744,539 and unrealized gain of $1,293,169 on commodity futures
Net asset value of $44,487,522 at month end, or $52.34 per share on 850,000 shares
Withdrawals of 50,000 shares totaling $2,605,950 during the month
United States Natural Gas Fund, LP issued its monthly account statement for the month ended August 31, 2026, as required under Rule 4.22 of the Commodity Exchange Act. The statement shows net income of $30.1 million and net asset value of $571.0 million, or $10.55 per share, at month end. The figures show the fund's August results and changes in its net asset value for limited partners.
Net income of $30,054,525 for August 2026 on total income of $30,576,081 and total expenses of $521,556
Unrealized gain on commodity futures of $38,468,260 offset a realized trading loss of $14,184,090
Net asset value of $570,973,024 at August 31, 2026, or $10.55 per share on 54,146,103 shares
During August, 10,600,000 shares were added ($106.1 million) and 4,000,000 shares were withdrawn ($41.2 million)
Carnival reported record third-quarter 2026 results for the period ended August 31, with net income attributable to the company of $1.92 billion, up from $1.85 billion a year earlier, and revenue of $8.4 billion, up from $8.2 billion. The company said its full-year 2026 adjusted net income outlook improved by more than $150 million compared with June guidance, offsetting a $150 million impact from higher fuel prices.
Q3 net income attributable to Carnival was $1.92 billion versus $1.85 billion a year earlier; total revenues were $8.4 billion versus $8.2 billion.
Diluted EPS was $1.40 versus $1.33 a year earlier; adjusted EPS was $1.43, in line with the prior year.
Full-year 2026 adjusted net income is now expected to improve by more than $150 million versus June guidance, overcoming a $150 million impact from increased fuel prices.
The company completed about $1.2 billion of share repurchases year to date and paid $618 million in dividends for the first nine months.
Nasdaq has determined that Liminatus Pharma regained compliance with its minimum bid price rule and closed the matter, according to an 8-K filed September 29, 2026. The company had transferred to The Nasdaq Capital Market effective August 4, 2026, after a hearing before the Nasdaq Hearings Panel, and completed a 1-for-50 reverse stock split on August 20, 2026. Its closing bid price was above $1.00 for 13 consecutive trading days, from August 21 to September 9, 2026.
Nasdaq notice dated September 24, 2026 said the company regained compliance with the Bid Price Rule and the matter is closed.
Closing bid price was above $1.00 for 13 consecutive trading days, August 21 to September 9, 2026.
The company effected a 1-for-50 reverse stock split at the close of trading on August 20, 2026.
Company issued a press release on September 29, 2026 (Exhibit 99.1) announcing the regained compliance.
Keros Therapeutics said it expects to receive a $20 million development milestone payment from partner Takeda after the first patient was dosed in the Phase 3 ELRiSE MF trial of elritercept. Keros expects to distribute 25% of the net cash proceeds from the payment to its stockholders after receipt.
$20 million development milestone payment under the elritercept license agreement with Takeda
Triggered by dosing of the first patient in the Phase 3 ELRiSE MF trial in myelofibrosis and anemia
Keros expects to distribute 25% of net cash proceeds from the payment to stockholders after receipt
Keros received a $200 million upfront payment in February 2025 and is eligible for milestones potentially exceeding $1.1 billion
SoundThinking agreed on September 28, 2026 to be acquired by Transom Capital Group through a tender offer for $8.00 per share in cash plus one non-transferable contingent value right worth up to $3.00 per share. The up-front price is a 46% premium to the September 28, 2026 closing price, and holders of about 33% of the outstanding shares have already agreed to tender, so the deal would give shareholders a cash exit if completed.
Up-front cash of $8.00 per share, plus a CVR paying up to $3.00 per share tied to 2027 revenue milestones for ShotSpotter and SafePointe
Implied enterprise value of about $114 million on up-front consideration, or about $159 million with the maximum CVR payment
Veradace Partners (about 16%) and Gary M. Lauder and affiliates (about 17%) agreed to tender their shares; the offer requires more than 50% of outstanding shares to be tendered
Closing is expected in the fourth quarter of 2026; the deal has no financing condition, and shares will stop trading on Nasdaq once completed
Invivyd reported topline results from the Phase 3 LIBERTY study of its investigational COVID-19 antibody VYD2311, which it says showed a safety and tolerability profile superior to an mRNA COVID-19 vaccine. The company also plans to submit a Biologics License Application to the FDA under the Accelerated Approval pathway, pending data from the ongoing DECLARATION pivotal study expected in October 2026. For shareholders, the results come from a 210-person study, and the regulatory path depends on DECLARATION data that have not yet been reported.
VYD2311 alone: 56.5% of subjects had a treatment-emergent adverse event, injection site reaction or hypersensitivity reaction over 6 days, versus 91.4% in the mRNA vaccine arm (P<0.0001).
VYD2311 combined with the mRNA vaccine: 78.9% versus 91.4% on the same measure, with P=0.057 for that comparison.
DECLARATION topline safety and immunogenicity data are expected in October 2026; that study enrolls approximately 2,400 participants.
LIBERTY enrolled 210 healthy adults aged 18 to 49, randomized 1:1:1 across three arms.
CarMax reported second-quarter fiscal 2027 results for the period ended August 31, 2026, with total net revenues up 19.5% to $7.9 billion and net earnings of $165.3 million, or $1.16 per diluted share, versus $0.64 a year earlier. The company said it plans to resume share repurchases in the third fiscal quarter and will hold a Strategic Update on November 3, 2026.
Total net revenues rose 19.5% to $7.9 billion; net earnings rose 73.3% to $165.3 million
Diluted EPS of $1.16 versus $0.64 a year ago, an increase of 81.3%
Gross profit per retail used unit fell $111 to $2,105 amid pricing actions to support sales
Plans to resume share repurchases in Q3 fiscal 2027; $1.31 billion remained under the authorization as of August 31, 2026
Immix Biopharma said an interim update from its Phase 2 NEXICART-2 trial shows an 89% (40/45) complete response rate across all 45 enrolled relapsed/refractory AL Amyloidosis patients, as assessed by an independent review committee. The company said the final readout and BLA submission are planned for mid-2027, so the data remain interim and the therapy has not been approved.
Complete response rate of 89% (40/45) across all 45 enrolled patients, per an independent review committee
All 25 new patients are in complete response or MRD-negative (21 in CR, 4 MRD-negative)
Four MRD-negative patients still pending; the company says this could raise the CR rate to up to 98% (44/45)
Final readout and BLA submission planned for mid-2027; company reported no neurotoxicity or enterocolitis to date
Uranium Energy Corp reported results for its fiscal year ended July 31, 2026, with revenue of $37.3 million and gross profit of $16.9 million from selling 400,000 pounds from inventory at a weighted average realized price of $93.13 per pound. The company said it ended the year with $753 million in liquid assets, including $495 million in cash, and no debt, while fourth-quarter production rose 157% from the third quarter.
Fiscal 2026 revenue of $37.3 million and gross profit of $16.9 million from 400,000 pounds sold
Weighted average realized price of $93.13 per pound; fourth-quarter total cost per pound down 33%
$753 million in liquid assets, including $495 million cash, and no debt as of July 31, 2026
Burke Hollow began production in April 2026; fiscal 2026 production totaled 229,294 pounds
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.
Generation Income Properties said LC2, an affiliate of Loci Capital Partners, confirmed on September 24, 2026 that its preferred equity investment in GIP SPE, LLC has been fully redeemed for $4,160,217, funded mainly by net proceeds from a warrant exercise disclosed on September 21, 2026. The company said the redemption removes the preferred investment from its balance sheet, while its Nasdaq bid price compliance requirement remains outstanding.
LC2 confirmed full redemption on September 24, 2026 of the remaining preferred equity in GIP SPE, LLC.
Total remaining redemption payment and costs were $4,160,217, funded principally by net proceeds from the warrant exercise disclosed September 21, 2026.
The original $14.1 million preferred investment from LC2 was partial financing for the August 2023 purchase of properties from Modiv Inc.
The company must still maintain a closing bid price of at least $1.00 per share for Nasdaq compliance and says a reverse stock split is available if necessary.
GT Biopharma received notice from Nasdaq on September 22, 2026, that it has regained compliance with the $1.00 minimum bid price requirement for continued listing on the Nasdaq Capital Market. The company's common stock maintained a closing bid price above $1.00 for at least ten consecutive business days, which Nasdaq required. The regained compliance removes the risk of delisting that the company had faced under the earlier deadline of November 16, 2026.
Nasdaq notified GT Biopharma on September 22, 2026 that it regained compliance with the minimum bid price requirement.
The stock had closed below $1.00 for 30 consecutive business days, leading to a Nasdaq notice on November 20, 2025.
On May 20, 2026, Nasdaq granted an additional 180 calendar day compliance period, through November 16, 2026.
The company's common stock closed above $1.00 for at least ten consecutive business days to meet the standard.
Worthington Enterprises reported unaudited results for the first quarter of fiscal 2027, ended August 31, 2026: sales rose 13% to $344 million, and adjusted EPS was $0.82 versus $0.78 a year earlier, while gross margin fell to 26.4% from 27.1%. The company also granted CEO Joseph Hayek 150,000 performance shares and reported that three directors retired at its September 22, 2026 annual meeting.
Sales rose 13% to $344 million; adjusted EBITDA was $74 million versus $67 million a year earlier.
GAAP EPS was $0.87 versus $0.70; the quarter included a net $0.05 per share nonrecurring benefit and about $4 million from IEEPA tariff refunds.
Free cash flow was $54 million versus $28 million a year earlier; Building Performance Solutions adjusted EBITDA was flat at $60 million.
The Compensation Committee approved 150,000 performance shares for CEO Joseph Hayek on September 21, 2026; directors Michael J. Endres, Ozey K. Horton, Jr. and Virgil L. Winland retired at the annual meeting.
Nektar Therapeutics disclosed that a federal jury found Eli Lilly breached the implied covenant of good faith and fair dealing in their license agreement for rezpegaldesleukin. The jury awarded Nektar $90 million in damages plus interest, to be determined by the court. The verdict remains subject to post-trial proceedings and possible appeal, so the amount Nektar ultimately receives is not yet certain.
Jury verdict returned September 24, 2026 in Nektar Therapeutics v. Eli Lilly & Co., Case No. 3:23-cv-03943-JD
Jury awarded Nektar $90 million in damages plus interest, with interest to be set by the District Court
Verdict is subject to post-trial proceedings and any resulting judgment may be appealed
Costco reported fourth-quarter fiscal 2026 net sales of $93.9 billion, up 11.2%, and net income of $3.00 billion, or $6.75 per diluted share, compared with $5.87 a year earlier. The quarter included a non-recurring benefit of $0.15 per diluted share from IEEPA tariff refunds, partly reinvested in member values, so shareholders see both stronger headline results and a one-time boost.
Q4 net sales rose 11.2% to $93.9 billion; Q4 total company comparable sales were up 9.4%, or 6.7% excluding gasoline prices and foreign exchange.
Q4 diluted EPS was $6.75 versus $5.87; the quarter included a $0.15 per diluted share non-recurring tariff refund benefit.
Fiscal 2026 net income was $9.226 billion, or $20.76 per diluted share, versus $8.099 billion, or $18.21, in fiscal 2025.
Fiscal 2026 net sales rose 10.1% to $297.2 billion; the company operates 939 warehouses.
Infleqtion announced that it entangled 30 logical qubits using 80 physical qubits on its Sqale quantum computing platform, a milestone on its 2026 roadmap. The filing contains no financial results or guidance, so the announcement's direct effect on shareholders is limited to the company's stated technology progress and roadmap targets.
Demonstration of 30 entangled logical qubits using 80 physical qubits on the Sqale platform, announced September 24, 2026
Company targets 100 logical qubits in 2028 and 1,000 logical qubits by 2030
Infleqtion says it has three customers for logical qubit circuits on the Sqale platform, including the Wellcome Leap Q4Bio program
H.B. Fuller reported third-quarter 2026 results for the quarter ended August 29, 2026, with net revenue of $938 million, up 5.2% year-on-year, and diluted EPS of $1.44 against $1.22 a year earlier. The company also updated its fiscal 2026 guidance, now expecting adjusted EBITDA of $655 million to $670 million and adjusted diluted EPS of $4.70 to $4.85, citing year-to-date performance.
Net revenue was $938 million, up 5.2%; organic revenue rose 4.4%, with pricing adding 7.4% and volume lower.
Adjusted EBITDA was $187 million, up 9%, and adjusted EBITDA margin was a record 19.9%, up 80 basis points.
Net income was $79 million versus $67 million a year earlier; net working capital rose to 18.5% of annualized net revenue.
Updated fiscal 2026 guidance: adjusted EBITDA of $655 million to $670 million and adjusted diluted EPS of $4.70 to $4.85; the filing does not state the prior ranges.
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