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).
CMS awarded Clover Health's PPO Medicare Advantage plans 5 Stars and its HMO plan 4.5 Stars in the 2027 Star Ratings, which affect payments in 2028. The PPO rating reflects CMS removing 20 measures under a May 27, 2026 court decision that is on appeal; with those measures included, the PPO plans would have received 4.5 Stars.
PPO Medicare Advantage plans: 5 Stars; HMO plan: 4.5 Stars, for 2027 (payment year 2028)
With the 20 measures included, the PPO plans would have received 4.5 Stars
Medicare Advantage membership grew about 48% year over year to more than 157,000 through the first half of 2026, with about 98% in PPO plans
Core HEDIS score of 4.82 out of 5 Stars, ranking first among non-SNP PPO plans with over 2,000 members
Innovative Eyewear said preliminary, unaudited net sales for the third quarter ended September 30, 2026, were approximately $1.04 million, up about 55% from Q3 2025 and the company's highest quarterly net sales on record. The figures remain subject to quarter-end close procedures and review by the independent auditor, and the company says actual results may differ materially. Full third-quarter results are expected in mid-November 2026 with the Form 10-Q.
Preliminary nine-month 2026 net sales of approximately $2.8 million, up about 66%
Initial purchase order from a large U.S. big-box retailer for Lucyd Armor, planned for more than 150 stores with in-store sales expected to begin in October 2026
More than 3,000 smart eyewear units ordered by Directed Electronics for Australia and New Zealand, expected to ship in October 2026 and not included in Q3 sales
Park Aerospace reported second quarter fiscal 2027 net sales of $20,791,000, up from $16,381,000 a year earlier, and net earnings of $4,534,000, or $0.21 per diluted share, versus $2,404,000 or $0.12 a year earlier. Both headline measures improved sharply, and net earnings also rose from the prior quarter, which is a positive signal for shareholders.
Q2 net sales $20,791,000 vs $16,381,000 a year earlier and $18,312,000 in Q1 fiscal 2027
Q2 net earnings $4,534,000, or $0.21 diluted EPS, vs $2,404,000 or $0.12 a year earlier
Six-month net sales $39,103,000 vs $31,781,000; six-month diluted EPS $0.37 vs $0.22
Cash and marketable securities were $114,749,000 at August 30, 2026, up from $89,368,000 at March 1, 2026
Brookdale reported that its weighted average consolidated occupancy for the third quarter of 2026 was 83.1%, up 130 basis points from a year earlier. The filing presents occupancy data only and does not include revenue, profit, or guidance figures. Rising occupancy is a key operating measure for a senior living operator, and the company says it outpaced the NIC stabilized market on a sequential basis.
Q3 2026 weighted average consolidated occupancy was 83.1%, up 130 basis points year-over-year from 81.8% in Q3 2025.
September 2026 consolidated month-end occupancy was 84.6%; the September weighted average was 83.4%.
Sequential weighted average occupancy grew 70 basis points for both consolidated and same community results, which the company says outperformed the NIC market for the same period.
As of September 30, 2026, Brookdale operated 529 communities in 41 states, serving about 45,000 residents.
Oil-Dri Corporation of America reported fourth-quarter fiscal 2026 net sales of $129.3 million, up 3%, and net income of $14.4 million, up 10%, with diluted EPS for Common stock at $1.00 versus $0.89. For the full fiscal year ended July 31, 2026, net sales rose 2% and net income rose 6%, but gross margin fell to 27.8% from 29.5%. The filing also covers a quarterly dividend declaration and an executive officer appointment.
Q4 net sales $129.3 million, up 3%, the highest quarterly revenue in the Company's history
Q4 net income $14.4 million, up 10%; diluted EPS for Common stock $1.00 versus $0.89
Fiscal 2026 net sales $493.8 million (up 2%) and net income $57.0 million (up 6%); gross margin 27.8% versus 29.5%
Board declared quarterly dividends of $0.225 per Common share and $0.168 per Class B share, payable November 20, 2026; Anthony W. Parker named executive officer
Pacira BioSciences agreed to be acquired by Viatris through a cash tender offer at $36.50 per share, followed by a second-step merger, for an aggregate equity value of $1.65 billion. Pacira's board unanimously recommends that shareholders tender their shares, and the deal is expected to close by the end of 2026, subject to a majority tender and regulatory clearance.
Cash offer of $36.50 per share, with a $1.65 billion aggregate equity value
Tender offer to start within 15 business days of the October 8, 2026 agreement; deal expected to close by end of 2026
Pacira would pay Viatris a $62.0 million termination fee if it accepts a superior offer
Pacira generated approximately $746 million in revenue and $177 million in adjusted EBITDA in the twelve months ended June 30, 2026
RB Global appointed Steve Steinberg as Chief Financial Officer effective October 7, 2026, replacing Eric Guerin, whose last day was October 6, 2026. The company also said it expects full-year 2026 results to be at the high end of its August 4, 2026 outlook, which is a signal on performance for shareholders.
Steve Steinberg, 62, becomes CFO effective October 7, 2026, with an annual base salary of $625,000 and a target bonus of 100% of salary
Eric Guerin's last day as CFO was October 6, 2026; COO Steve Lewis's last day is expected to be October 9, 2026
2026 results expected at the high end of the August 4, 2026 outlook: GTV growth of 9-11% and Adjusted EBITDA of $1,495 million to $1,545 million
Third quarter 2026 results are scheduled for release before market open on November 9, 2026
Hallador Energy's subsidiary Hallador Power signed a six-year power purchase agreement and a capacity credit sale agreement with Duke Energy Indiana, both covering output from the Merom Generating Station from June 1, 2029 through May 31, 2035. The filing says Duke Energy Indiana will pay approximately $271 million for the capacity credits over the term, and the company's press release puts total forward sales at $3 billion. The deals lock in future revenue for much of Merom's output but require standby letters of credit and are unit contingent.
Capacity agreement: 225 ZRCs per day on average, with Duke Energy Indiana paying approximately $271 million over the six-year term
Energy agreement: 200 MW annual average base energy quantity, unit contingent, with the company estimating about $422 million of energy revenue at current forward prices
Standby letters of credit: $3.5 million for the PPA rising to $7.0 million in January 2029, and $6 million for the MPPSA rising to $12 million in January 2029
Press release says the agreements raise total forward sales to $3 billion; full agreements to be filed with the next Form 10-Q
Beyond Air, Inc. said preliminary, unaudited revenue for the quarter ended September 30, 2026 was about $2.3 million, up about 30% from the prior quarter and 27% from the same quarter last year. The company reaffirmed its revenue guidance of $8 million for calendar 2026 and $16 million to $18 million for calendar 2027, but the preliminary figure may differ materially from final results due in November 2026.
Preliminary Q3 2026 revenue of about $2.3 million, unaudited and not reviewed by the auditor
Calendar 2026 revenue guidance of $8 million reaffirmed, excluding the second-generation LungFit PH system
Calendar 2027 guidance of $16 million to $18 million reaffirmed, including the second-generation system pending FDA approval
PowerCompute reported preliminary, unaudited September 2026 operating results and said it repaid its Arch Bitcoin-backed credit facility in full using 267.4 Bitcoin, releasing all pledged collateral. The company mined 8.1 Bitcoin in September, up 37% from September 2025, and generated about $312,000 of energy sales over the three months ended September 30, 2026. For shareholders, secured debt fell from $23.70 million to $1.25 million, while Bitcoin held dropped to 63.7 BTC from 323.02 BTC.
Mined 8.1 BTC in September 2026, up 37% from 5.9 BTC in September 2025 and up 2.7% from 7.9 BTC in August 2026.
Applied 267.4 BTC to repay about $22.45 million of principal and accrued interest under the Arch credit facility, reducing total secured debt from $23.70 million to $1.25 million.
Energy sales of about $89,000 in September 2026 and about $312,000 for the three months ended September 30, 2026, from selling power during heat-related curtailment in Oklahoma and Mississippi.
Bitcoin held fell to 63.7 BTC at September 30, 2026, from 323.02 BTC at August 31, 2026, valued at about $5.3 million.
Hyperfine said preliminary, unaudited third-quarter 2026 revenue was about $6.0 million, up 53% from the second quarter, and reaffirmed its full-year 2026 revenue outlook of $20 million to $22 million. The company also expects cash and cash equivalents of about $37.9 million at September 30, 2026, down from $43.5 million at June 30, 2026, and says the figures may change before the 10-Q is filed.
Preliminary Q3 2026 revenue of about $6.0 million, up 53% sequentially; nine-month revenue of about $13.8 million, up 66% year over year
Full-year 2026 revenue outlook of $20 million to $22 million reaffirmed
Preliminary cash and cash equivalents of about $37.9 million at September 30, 2026, versus $43.5 million at June 30, 2026
Figures are unaudited and subject to quarter-end close; complete results are scheduled for November 9, 2026
AngioDynamics reported fiscal first-quarter 2027 net sales of $80.9 million, up 6.9%, and a GAAP net loss of $7.1 million, or $0.17 per share, versus a loss of $10.9 million a year earlier. The company also said Eric Honroth will succeed Jim Clemmer as President and CEO on November 2, 2026, and reiterated its fiscal 2027 guidance, which matters to shareholders because it signals continuity in results and a planned leadership change.
Net sales were $80.9 million, up 6.9%; Med Tech sales rose 13.2% to $39.9 million while Med Device sales rose 1.4% to $41.0 million.
GAAP net loss narrowed to $7.1 million, or $0.17 per share, from $10.9 million, or $0.26 per share, a year earlier.
Adjusted EBITDA was $5.0 million versus $2.2 million; gross margin was 59.4%, including $1.2 million of tariff refunds.
Eric Honroth becomes CEO effective November 2, 2026, succeeding Jim Clemmer; fiscal 2027 net sales guidance of $336.0 million to $341.0 million was reiterated.
TETRA Technologies signed a First Amendment to its term loan credit agreement on October 2, 2026. The amendment lowers the loan's interest rate by 0.75 percentage points, extends maturity to December 31, 2030, and pauses scheduled principal payments until June 30, 2028.
Interest rate reduced from SOFR + 5.75% to SOFR + 5.00% per annum
Maturity extended from January 12, 2030 to December 31, 2030
Scheduled amortization payments suspended until June 30, 2028; TETRA Bromine Project LLC required to become a guarantor
Helen of Troy reported second-quarter fiscal 2027 net sales of $440.9 million, up 2.1% from $431.8 million, and GAAP diluted EPS of $0.19, compared with a loss of $13.44 a year earlier that included asset impairment charges. The company raised its fiscal 2027 GAAP diluted EPS outlook to $3.63-$4.26 and its adjusted diluted EPS outlook to $3.60-$4.15, which gives shareholders a higher expected profit range, though the filing notes the outlook includes tariff refunds that the company plans to partly reinvest.
Q2 net sales of $440.9 million, up 2.1%; GAAP diluted EPS of $0.19 versus a $13.44 loss a year earlier
Adjusted diluted EPS of $0.79, compared with $0.59; the quarter includes a net pre-tax tariff refund benefit of about $4.0 million
Fiscal 2027 consolidated net sales outlook narrowed to $1.768-$1.822 billion; GAAP diluted EPS outlook raised to $3.63-$4.26
Free cash flow outlook raised to $120-$140 million; the company plans to reinvest the vast majority of tariff refunds
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.