2,458 material Form 8-K filings that 2,075 companies we cover made with the SEC in November 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). 1,081 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
MaxCyte agreed to acquire Akron BioProducts for total consideration of $151.8 million, including $105.0 million in cash at closing, 20,639,733 new common shares, and $20.0 million in deferred cash payments, with closing expected before the end of 2026. The same day it reported third quarter revenue up 49% and a narrower net loss, and raised full-year 2026 revenue guidance to at least $34.5 million, but the deal adds share dilution, a new credit facility and reduced expected year-end cash.
Q3 2026 total revenue was $10.2 million, up 49% from $6.8 million; net loss narrowed to $4.8 million from $12.4 million
Full-year 2026 total revenue guidance raised to at least $34.5 million, excluding the Akron acquisition
Akron terms: $105.0 million cash at closing, 20,639,733 shares, and $20.0 million deferred in two $10.0 million payments in 2028 and 2029
Funding includes a MidCap Financial facility of up to $75.0 million; closing is subject to HSR review and Nasdaq listing approval
TriSalus Life Sciences reported third-quarter 2026 revenue of $12.9 million, up 11.3% from a year earlier, and narrowed its operating loss to $7.7 million from $9.0 million. The company revised its full-year 2026 revenue guidance to $46 million to $48 million, which it said represents growth of about 2% to 6% over 2025, and said team productivity has ramped slightly slower than anticipated.
Q3 2026 revenue $12.9 million, up 11.3% year over year; gross margin 86.2% vs. 83.5%
Net loss attributable to common stockholders $8.9 million, or $0.15 per share, vs. $41.3 million, or $0.96 per share, in Q3 2025; prior-year figure included about $30.5 million tied to a preferred stock conversion
Full-year 2026 revenue guidance revised to $46 million to $48 million
Cash and cash equivalents $41.1 million at September 30, 2026
Coursera committed on November 9, 2026 to a workforce reduction plan tied to its May 2026 combination with Udemy, aiming to align costs and operations after the merger. The company expects to terminate about 10% of its global workforce and to incur $14 million to $17 million in charges, mostly severance and healthcare benefits, largely paid in cash during the fourth quarter of 2026 and the first half of 2027.
Plan to terminate approximately 10% of Coursera's global workforce
Estimated expenses of $14 million to $17 million, mainly termination benefits including severance and healthcare
Charges expected mostly in cash during Q4 2026 and first half of 2027; local law and consultation may extend timing
Company says it will disclose costs of broader merger synergy initiatives in future periodic reports
America's Car-Mart amended its credit agreement with Silver Point Finance and lenders to waive certain anticipated or existing events of default through September 7, 2026, and has since extended that date and related relief repeatedly. On November 9, 2026, the agent and lenders agreed to extend the Scheduled Termination Date and temporary relief on minimum liquidity and Collateral Coverage Ratio requirements through November 12, 2026, which signals the company is operating under short-term lender forbearance.
Credit Agreement dated October 30, 2025, amended by First Amendment and Limited Waiver with Silver Point Finance, LLC as Agent
Scheduled Termination Date extended from September 7, 2026 to November 9, 2026 and then to November 12, 2026
Temporary relief on minimum liquidity thresholds and minimum Collateral Coverage Ratio extended through November 12, 2026
PepGen reported positive topline results from the 10 mg/kg cohort of its Phase 2 FREEDOM2-DM1 trial in myotonic dystrophy type 1, with mean splicing correction of 46.5% and no serious or severe adverse events reported. For the quarter ended September 30, 2026, the net loss widened to $19.4 million from $18.0 million a year earlier, and cash, cash equivalents and marketable securities were $104.8 million, which the company says will fund operations into 2028. The loss per share narrowed to $(0.28) from $(0.52), but weighted-average shares rose to 69,260,353 from 34,362,876, and the FDA's partial clinical hold on the FREEDOM2 study remains in place.
10 mg/kg cohort: mean splicing correction of 46.5% at Week 13; five of six participants above 20% and four above 50%
Net loss of $19.4 million for the quarter versus $18.0 million a year earlier; research and development expenses were $14.5 million versus $13.4 million
Cash, cash equivalents and marketable securities were $104.8 million at September 30, 2026, down from $148.5 million at December 31, 2025
12.5 mg/kg cohort is fully enrolled with results expected in the first half of 2027; FREEDOM-OLE 10 mg/kg safety and 5 mg/kg clinical data expected in January 2027
AST SpaceMobile and Rakuten Group agreed to establish Rakuten AST, Inc., a joint venture to build a direct-to-device satellite network in Japan. The joint venture is expected to receive up to 148 billion yen (about $1 billion) in Japanese government support over roughly three years, and AST SpaceMobile will supply the satellites. The filing contains no revenue, profit, or financial impact figures for AST SpaceMobile itself.
Rakuten AST, Inc. agreed to be established November 6, 2026; planned establishment in November 2026
Rakuten Group holds 51% and AST SpaceMobile's Japanese subsidiary holds 49%
Expected up to 148 billion yen (about $1 billion) in support over about three years under Japan's J-LEO project
Planned commencement of domestic operations by the end of March 2029
Alliance Laundry reported third-quarter 2026 net revenues of $461 million, up 5% from a year earlier, and net income of $65 million compared with $33 million. It raised its full-year 2026 Adjusted EBITDA growth guidance to about 10%, the high end of its prior 8% to 10% range, while keeping revenue growth guidance at 6% to 7%. The company also repurchased $75 million of its common stock during the quarter.
Net revenues were $461 million, up 5% from $438 million; North America revenue rose 8% to $356 million.
Net income was $65 million versus $33 million; diluted EPS was $0.32 versus $0.19.
Adjusted EBITDA rose 14% to $127 million, with a 27.5% margin; a discrete tariff refund benefit helped results.
The company repurchased $75 million of stock and repaid $45 million of debt, reducing net leverage to 2.25x.
Kalaris Therapeutics reported a third-quarter net loss of $11.0 million, down from $11.9 million a year earlier, and $82.9 million in cash and marketable securities as of September 30, 2026. The company said a pilot manufacturer batch failed a release specification, pushing preliminary Phase 1b/2 data for TH103 in neovascular AMD to 2H 2027 and extending its cash runway into 2028.
Net loss was $11.0 million for the quarter ended September 30, 2026, versus $11.9 million a year earlier; net loss per share was $0.46 versus $0.64.
Research and development expenses were $8.3 million, down from $9.1 million; general and administrative expenses were $3.5 million, down from $3.6 million.
Cash, cash equivalents and marketable securities were $82.9 million, down from $118.0 million at December 31, 2025, and are expected to fund operations into 2028.
A new TH103 batch is now expected in Q2 2027, and technology transfer to KBI Biopharma was completed with test batches meeting target specifications.
LCI Industries said its board unanimously determined that a revised, unsolicited, non-binding proposal from Monomoy Capital Partners at $104.50 per share in cash is not a superior proposal and is not reasonably likely to lead to one. The board continues to recommend the pending merger with Patrick Industries, and shareholders will vote on it at a Special Meeting on November 18, 2026, which matters because a vote against the Patrick merger is not a vote for the Monomoy proposal.
Monomoy's revised proposal is $104.50 per share in cash, described by the board as a modest increase over its initial offer
Special Meeting of Shareholders scheduled for November 18, 2026
ISS and Glass Lewis both recommended that LCI shareholders vote FOR the Patrick merger
The companies remain on track to complete the transaction in the first half of 2027, subject to shareholder and regulatory approvals
At its Capital Markets Day on November 9, 2026, Entegris presented long-term targets of about 15% revenue CAGR, about 55% adjusted gross margin, about 35% adjusted operating margin and about 30% adjusted EPS CAGR. The Board authorized a share repurchase program of up to $500 million with no expiration date, and the company expects to raise its quarterly cash dividend by 10% beginning in the first quarter of 2027, subject to Board approval. The targets are long-term and not current results, but the buyback and dividend plan are concrete capital return steps for shareholders.
Board authorized repurchases of up to $500 million of common stock on November 8, 2026, with no expiration date.
Quarterly cash dividend expected to rise 10% beginning in the first quarter of 2027, subject to Board declaration.
Long-term targets: revenue CAGR of about 15%, adjusted gross margin of about 55%, adjusted operating margin of about 35%, adjusted EPS CAGR of about 30%.
Management says it expects to return about 50% of excess cash to shareholders.
Arbutus reported third-quarter 2026 net income of $59.1 million, driven mainly by a $67.3 million dividend from Genevant, compared with a net loss of $7.7 million a year earlier. Revenue fell to $0.3 million from $0.5 million, and the operating loss widened to $10.5 million from $8.7 million. The company ended the quarter with $337.5 million in cash and investments after returning $230 million to shareholders through a tender offer in early October.
Net income was $59.1 million, or $0.30 per basic and diluted share, for the quarter ended September 30, 2026, versus a net loss of $0.04 per share a year earlier.
Total revenue was $0.3 million, down from $0.5 million, and the operating loss was $10.5 million, compared with $8.7 million.
A $230 million Dutch Auction tender offer completed in early October 2026 bought 46 million shares at $5.00 per share, about 23% of shares outstanding as of September 29, 2026.
The FDA lifted the clinical hold on the AB-101 IND application in October 2026.
Energy Focus reported third quarter 2026 net sales of $4.8 million, up from $0.8 million a year earlier, and net income of $0.5 million, or $0.08 per share, compared with a net loss of $0.2 million in the third quarter of 2025. The company attributed the growth mainly to a Taiwan Uninterruptible Power Supply project with a new customer, and its forward-looking statements still cite substantial doubt about its ability to continue as a going concern.
Q3 2026 net sales were $4.8 million, up 481.2% year over year and up 28.1% from $3.7 million in Q2 2026.
Q3 2026 net income was $0.5 million, or $0.08 per diluted share, versus a Q2 2026 net loss of $0.9 million, or $(0.14) per share.
Nine-month 2026 net loss was $0.5 million, or $(0.08) per share, compared with $0.7 million, or $(0.12) per share, in the same period of 2025.
Cash was $3.3 million at September 30, 2026, including $0.9 million of short-term borrowings proceeds, versus $1.1 million at December 31, 2025.
Autolus reported third-quarter 2026 AUCATZYL net product revenue of $41.2 million, up from $21.1 million a year earlier, and now expects full-year 2026 AUCATZYL net product revenue at or above the upper end of $150 million, up from prior guidance. The company also reported a narrower net loss and said its cash is expected to fund operations into Q2 2028.
Q3 2026 net product revenue was $41.2 million versus $21.1 million in Q3 2025.
Gross margin was 57%, up from 55% in Q2 2026 and negative in Q3 2025.
Net loss was $55.1 million, compared with $79.1 million in the year-earlier quarter; loss per share was $(0.21) versus $(0.30).
Cash, cash equivalents and marketable securities were $248.4 million at September 30, 2026, up from $201.6 million at June 30, 2026, mainly from Perceptive senior secured note inflows.
CMC said CFO Paul Lawrence will retire effective January 15, 2027, and will stay on as Special Advisor to the CEO through June 30, 2027. Kenji Hashimoto, a former Amazon and American Airlines executive, joins as Senior Vice President and Deputy CFO on November 16, 2026, and is slated to become CFO on January 15, 2027, a planned succession rather than an unexpected departure.
Paul Lawrence notified the company on November 6, 2026, of his retirement as SVP and CFO, effective January 15, 2027; the filing says it is not the result of any disagreement with the company.
Kenji Hashimoto, 57, previously served as Managing Director at Global Infrastructure Partners from March 2024 to July 2025 and spent about 22 years at American Airlines.
Hashimoto's employment agreement provides a minimum annual base salary of $675,000, an annual cash bonus of up to 90% of base salary, and a target equity grant of up to 240% of base salary.
The employment agreement expires November 9, 2027, unless terminated or extended under its terms.
Scholar Rock agreed on November 9, 2026, to sell a Rare Pediatric Disease Priority Review Voucher to BioNTech US Inc. for $205 million in cash, payable at closing, which remains subject to customary conditions including the Hart-Scott-Rodino waiting period. The same day it reported third-quarter results, with its first ISEMBYLD product revenue of $0.6 million offset by a wider net loss of $107.2 million.
Buyer BioNTech US Inc. agreed to pay $205 million in cash at closing for the voucher, awarded after the September 11, 2026 FDA approval of ISEMBYLD
Q3 2026 net product revenue was $0.6 million, versus none in Q3 2025
Q3 2026 net loss was $107.2 million, or $0.81 per share, compared with a net loss of $102.2 million, or $0.90 per share, a year earlier
Cash, cash equivalents and marketable securities were $413.6 million as of September 30, 2026
Palladyne AI reported third-quarter 2026 revenue of $8.6 million, up from $0.9 million a year earlier, and raised the low end of its full-year 2026 revenue guidance to $25.0 million while keeping the top end at $27.0 million. The GAAP net loss widened to $12.0 million, or $0.25 per share, from $3.7 million, or $0.09 per share, in the prior-year quarter. Shareholders also face a 9% reduction in fully diluted shares after warrants and contingent shares expired on September 24, 2026.
Q3 2026 revenue was $8.6 million versus $0.9 million in Q3 2025, and up 48% sequentially.
GAAP net loss was $12.0 million ($0.25 per share) versus $3.7 million ($0.09 per share) a year earlier.
Full-year 2026 revenue guidance is now $25.0 million to $27.0 million, up from a prior low end, and backlog was $18.7 million as of September 30, 2026.
All 20.5 million warrants and 2.3 million remaining contingent merger consideration shares expired on September 24, 2026; cash, equivalents and marketable securities were $47.0 million.
Sionna Therapeutics reported a third-quarter 2026 net loss of $32.4 million, up from $20.3 million a year earlier, as research and development and general and administrative expenses rose. The company cut its workforce by about 46% in September 2026 and is not advancing SION-719 after its PreciSION CF Phase 2a trial missed its key activity endpoint, focusing instead on SION-451 + SION-2222, with a Phase 2 trial planned for the first quarter of 2027. Cash, cash equivalents and marketable securities were $249.8 million at September 30, 2026, which the company expects to fund operations into the second half of 2029.
Net loss was $32.4 million, or $0.72 per share, for the quarter ended September 30, 2026, compared with $20.3 million, or $0.46 per share, a year earlier.
R&D expenses were $22.0 million and G&A expenses were $12.8 million, up from $16.0 million and $7.8 million in the prior-year quarter.
Cash, cash equivalents and marketable securities totaled $249.8 million, down from $310.3 million at December 31, 2025.
The AscenSION CF Phase 2 proof-of-concept trial of SION-451 + SION-2222 is expected to start in the first quarter of 2027.
908 Devices reported third-quarter 2026 revenue of $19.0 million, up 35% from a year earlier, and a net loss from continuing operations of $4.6 million, down from $14.9 million. The company raised the low end of its full-year 2026 revenue guidance to $68.5 million to $70.0 million. A $11.0 million noncash reduction in contingent consideration expense helped narrow the loss, and the company reported no debt outstanding.
Q3 2026 revenue was $19.0 million, up from $14.0 million a year earlier; GAAP gross margin was 53%, unchanged from the prior year.
Operating expenses fell to $15.5 million from $23.7 million, mainly due to an $11.0 million noncash reduction in contingent consideration expense.
2026 revenue guidance is now $68.5 million to $70.0 million, up from $68.0 million to $70.0 million at the low end.
Cash and marketable securities were $99.1 million as of September 30, 2026, with no debt outstanding.
Enova International's Board authorized a new share repurchase program of up to $500 million, expiring June 30, 2028. The new program replaces the existing $400 million program, which would have expired June 30, 2027. The filing says the company is not obligated to buy any shares and the Board may change or end the program at any time.
New repurchase authorization of up to $500 million, described as the largest in Enova's history
Program expires June 30, 2028; replaces the $400 million program that would have expired June 30, 2027
Repurchases may be made in the open market or through privately negotiated transactions; no obligation to buy
Liquidia reported a third-quarter 2026 net loss of $236.3 million, or $2.64 per share, after a $389.7 million litigation settlement charge tied to its global settlement with United Therapeutics. Net product sales of YUTREPIA rose to $222.7 million from $51.7 million a year earlier, and non-GAAP adjusted EBITDA was $140.5 million. The settlement resolves all pending litigation with United Therapeutics, and Liquidia agreed to pay net $380.7 million in installments in 2026 and 2027.
Q3 2026 net loss of $236.3 million, or $2.64 per share, versus a net loss of $3.5 million, or $0.04 per share, in Q3 2025
Net product sales of $222.7 million, up 31% from Q2 2026 and up from $51.7 million in Q3 2025
Adjusted EBITDA of $140.5 million, the fifth consecutive quarterly increase; cash and cash equivalents were $396.1 million before settlement payments
Global settlement with United Therapeutics dated October 13, 2026, with Liquidia agreeing to pay net $380.7 million in 2026 and 2027
Harvard Bioscience filed an investor presentation dated November 2026 that reports third-quarter 2026 revenue of $22.2 million, up 8% from a year earlier, but adjusted EBITDA of $1.8 million, down from $2.0 million. The company lowered its full-year 2026 adjusted EBITDA growth outlook to (1)% to 4% from 6% to 10%, while its 3% to 5% revenue growth outlook is shown without a stated change.
3Q26 revenue $22.2 million vs $20.6 million in 3Q25 (up 8%); 3Q26 GAAP diluted loss per share $(0.58) vs $(0.28)
3Q26 adjusted EBITDA $1.8 million vs $2.0 million; adjusted EBITDA margin 7.9% vs 9.6%
FY26 adjusted EBITDA growth outlook lowered to (1)% to 4%, from 6% to 10%; FY26 revenue growth outlook 3% to 5%
4Q26 outlook: revenue $23.7 million to $25.5 million; adjusted EBITDA $3.8 million to $4.2 million
Janus International Group reported third quarter 2026 revenue of $213.1 million, down 2.8% year-over-year, and a net loss of $13.3 million, or $(0.10) per diluted share, compared with net income of $15.2 million a year earlier. The company also updated its full year 2026 guidance, which now projects Adjusted EBITDA of $127 million to $133 million, a 22.7% decline at the midpoint from the prior year.
Q3 2026 revenue was $213.1 million, down 2.8% year-over-year; self-storage revenue fell 5.0%.
Net loss was $13.3 million, or $(0.10) per diluted share, including an $18.3 million impairment of goodwill and intangible assets.
Adjusted EBITDA was $34.0 million, down 22.0% year-over-year, with a 16.0% margin.
2026 guidance: total revenue of $855 million to $865 million and Adjusted EBITDA of $127 million to $133 million.
WhiteFiber's indirect subsidiaries entered into a $300.0 million Term Loan Credit Agreement with Morgan Stanley Senior Funding and a lender group on November 9, 2026. No loans had been funded as of the filing date, and initial funding depends on conditions tied to the first 40 megawatts of the NC-1 data center in Madison, North Carolina. The loans are not guaranteed by WhiteFiber, Inc., but the financing adds debt tied to the project and includes covenants and a mortgage on the data center.
Facilities: $200.0 million initial term loan and $100.0 million delayed-draw term loan, both maturing on the fifth anniversary of initial funding
Interest at Term SOFR (2.00% floor) plus 6.00%, or base rate (3.00% floor) plus 5.00%, at the borrower's election
No loans funded as of the filing; initial funding is scheduled within 30 days after closing, with up to two 30-day extensions
Loans are not guaranteed by WhiteFiber, Inc.; the Operating Partnership must deliver an unsecured Phase 1 completion guarantee before initial funding
TransDigm reported fourth-quarter fiscal 2026 net sales of $2,988 million, up 23%, and EPS of $10.33, up 33%, while quarterly net income fell 4% to $586 million on higher interest and tax expense. The company also issued fiscal 2027 guidance calling for net sales of $11,950 million to $12,150 million and EPS of $42.06 to $42.91, which shareholders can compare against the fiscal 2026 results.
Q4 net sales $2,988 million, up 23% from $2,437 million; EPS $10.33, up 33% from $7.75.
Q4 net income $586 million, down $23 million or 4%; adjusted EPS $12.44, up 15% from $10.82.
Fiscal 2027 guidance: net sales $11,950 million to $12,150 million; EPS $42.06 to $42.91; adjusted EPS $47.09 to $47.94.
Company returned $943 million through buybacks in Q4 and $2.8 billion for fiscal 2026.
Venture Global reported third quarter 2026 revenue of $4.8 billion, up 43% from a year earlier, and net income attributable to common stockholders of $2.5 billion, compared with $429 million in the same quarter of 2025. The company raised its full-year 2026 Consolidated Adjusted EBITDA guidance to $10.0-$10.3 billion from $8.7-$9.1 billion, which is a positive signal for shareholders, though the company notes that natural gas prices could affect the outlook.
Q3 2026 revenue of $4.8 billion, up 43% from Q3 2025; diluted EPS of $0.96 versus $0.16
Net income attributable to common stockholders of $2.5 billion, versus $429 million a year earlier
2026 Consolidated Adjusted EBITDA guidance raised to $10.0-$10.3 billion from $8.7-$9.1 billion
Plaquemines Phase 1 began commercial operations on October 31, 2026; quarterly dividend of $0.04 per share payable December 31, 2026
Sono Group reported third-quarter 2026 net income of $0.6 million, compared with a net loss of $1.4 million in the third quarter of 2025, driven mainly by Bitcoin treasury income and a non-cash fair-value gain. For the first nine months, the company reported a net loss of $5.1 million, versus net income of $7.4 million a year earlier that included a $12.4 million fair-value gain, and management disclosed substantial doubt about its ability to continue as a going concern. Shareholders will vote on a proposed redomiciliation to Delaware at a meeting on December 11, 2026.
Q3 2026 net income was $0.6 million, versus a net loss of $1.4 million in Q3 2025; basic EPS was $0.32.
Nine-month 2026 net loss was $5.1 million, compared with net income of $7.4 million in the prior-year period.
General and administrative expenses fell 24% to $0.6 million in Q3 2026.
At September 30, 2026, cash was $0.5 million, Bitcoin was valued at $4.4 million, and $5.05 million of convertible debentures were outstanding, maturing January to April 2027.
Black Diamond Therapeutics reported updated Phase 2 data for silevertinib in frontline EGFR non-classical mutation lung cancer and said feedback from an October 1, 2026 FDA End of Phase 2 meeting supports a pivotal program. Its third-quarter financial results show a wider net loss than a year earlier, and cash, cash equivalents and investments declined to $102.0 million, which the company says funds operations into the second half of 2028.
Q3 2026 net loss was $10.0 million, compared with $8.5 million in Q3 2025; neither quarter had license revenue.
Nine-month 2026 net loss was $28.95 million, versus net income of $37.5 million in the first nine months of 2025, which included $70 million of license revenue.
Cash, cash equivalents and investments were $102.0 million at September 30, 2026, down from $128.7 million at December 31, 2025.
The planned global Phase 3 trial would enroll 300 patients and could start in the second quarter of 2027, with preliminary data anticipated in 2028.
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.