3,560 material Form 8-K filings that 2,489 companies we cover made with the SEC in October 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). 2,508 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
On October 8, 2026, Mobix Labs held an investor call on its critical minerals strategy, with the transcript furnished as Exhibit 99.1 to this Form 8-K. The company said fiscal fourth-quarter 2026 revenue, which ended September 30, is now expected to come in closer to the high end of its $1.4 million to $1.8 million guidance range, and that growth is expected to continue into fiscal first quarter 2027. The call also covered the planned acquisition of Special Project Delivery, which has agreed to acquire Winner Water Services, and the filing states that each transaction has its own closing conditions and approval requirements.
Fiscal Q4 2026 revenue is expected closer to the high end of the $1.4 million to $1.8 million guidance range, well above the $1.6 million midpoint.
The company said this would represent more than 100% growth quarter over quarter, with substantially higher gross margins.
Winner Water Services has received $53 million in Department of Energy and Department of Defense awards over ten years and is building a $25 million demonstration plant in Alabama, with operations expected no later than Q1 2028.
CEO Phil Sansone said he could envision a $30 to $50 million revenue run rate at this time next year, a forward-looking view rather than formal guidance.
Fox Factory said preliminary third-quarter fiscal 2026 net sales and adjusted EBITDA came in below its guidance, and it lowered its fiscal 2026 outlook, including the divestiture of Marucci Sports, which closed September 25, 2026. CEO Michael Dennison stepped down and also left the Board, and director Douglas Grimm became interim CEO effective October 16, 2026, while the Board searches for a permanent CEO. Shareholders face lower expected results and a leadership change at the same time.
Q3 preliminary net sales of $336 million to $340 million, versus prior guidance of $355 million to $380 million; adjusted EBITDA of $38 million to $42 million, versus guidance of $46 million to $54 million (excluding about $12 million of IE
Fiscal 2026 net sales outlook lowered to $1.35 billion to $1.38 billion from $1.42 billion to $1.47 billion; adjusted EBITDA outlook of $140 million to $150 million excluding tariff refunds, versus prior $176 million to $196 million.
Michael Dennison stepped down as CEO and as a director effective October 15, 2026; Douglas Grimm was appointed Interim CEO effective October 16, 2026, with an annual base salary of $1,065,000.
The Board retained Heidrick & Struggles to search for a permanent CEO, and the company plans to hold its third-quarter earnings call on November 5, 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.