AI filing briefs · archive
Every 8-K brief, with filters
The whole archive: 33,511 AI briefs of material SEC Form 8-K filings by 4,787 companies: 2,125 written within three weeks of the filing (filed since Oct 19, 2026) and 31,386 written later, for past filings. Pick a month, or filter by date, 8-K item, tone, impact, topic or ticker.
Briefs on record33,511every one kept
Companies4,787with at least one brief
Recent filings2,125filed since Oct 19, 2026
Past filings31,386written later, in Nov 2026
Telos Corporation reported third quarter 2026 revenue of $55.2 million, up from $51.4 million a year earlier, and GAAP net income of $4.4 million, or $0.06 per diluted share, compared with a net loss of $2.1 million a year earlier. The company also raised its full-year 2026 revenue and adjusted EBITDA outlook, which points to stronger results for shareholders.
- Q3 2026 revenue was $55.2 million, versus $51.4 million in Q3 2025.
- GAAP net income was $4.4 million ($0.06 per diluted share), compared with a net loss of $2.1 million ($0.03 per share) a year earlier.
- Full-year 2026 revenue outlook was raised to $198.2 million-$200.7 million from $187 million-$195 million.
- Full-year 2026 adjusted EBITDA outlook was raised to $32.3 million-$34.1 million from $23.6 million-$28.6 million.
Read the filing on SEC.gov ↗
RB Global reported third-quarter 2026 results with revenue up 17% year over year to $1.3 billion and net income up 47% to $140.2 million, helped by a one-time $18.2 million excise tax refund. The company raised its full-year 2026 GTV growth outlook to 14% to 15% from 9% to 11% and narrowed its adjusted EBITDA range to $1,525 million to $1,545 million from $1,495 million to $1,545 million, while also declaring a $0.33 quarterly dividend.
- Diluted EPS was $0.70, up 63%; diluted adjusted EPS was $1.03, up 11%
- Full-year 2026 GTV growth outlook raised to 14% to 15% from 9% to 11%; adjusted EBITDA low end raised to $1,525 million
- Repurchased about 3.9 million shares for $350.0 million in the quarter; $500.0 million remained under the NCIB as of September 30, 2026
- Quarterly dividend of $0.33 per share payable December 17, 2026, to holders of record November 25, 2026
Read the filing on SEC.gov ↗
Air Industries Group reported results for the three and nine months ended September 30, 2026, in a press release furnished under Item 2.02. Third-quarter net sales rose 41.1% and the company swung to net income from a loss a year earlier, though results include merger-related costs tied to its pending merger with Tenax Aerospace Acquisition, LLC.
- Q3 2026 net sales were $14.6 million, up from $10.3 million in Q3 2025; net income was $946,000 versus a net loss of $44,000.
- Nine-month net sales were $38.2 million, up 8.7%, and the net loss narrowed to $902,000 from $1.5 million.
- Q3 operating costs included $539,000 of stock compensation and merger-related expenses, with $503,000 of merger-related expense.
- The company cited October 2026 net sales of about $5.6 million and firm customer orders in backlog of $95.4 million.
Read the filing on SEC.gov ↗
Select Water Solutions reported third-quarter 2026 revenue of $412 million, up 28% from a year earlier, and net income of $22.9 million, compared with $2.3 million in the third quarter of 2025. The company guided fourth-quarter Adjusted EBITDA to $95 million to $100 million and raised its 2026 net capital expenditure outlook to about $300 million to $310 million, while reporting that it closed the Pilot Water acquisition after quarter end.
- Revenue was $412 million, up $90 million or 28% year over year; Adjusted EBITDA was $93.5 million, up from $59.5 million a year earlier.
- Fourth-quarter 2026 Adjusted EBITDA is expected to be $95 million to $100 million; 2026 net capital expenditures are now expected to be about $300 million to $310 million.
- After quarter end, the company issued $900 million of 7.625% senior notes due November 1, 2034, and entered a new $500 million revolving credit facility that was undrawn as of November 9, 2026.
Read the filing on SEC.gov ↗
Constellation Energy reported third quarter 2026 results, with GAAP net income of $1.84 billion, or $5.19 per share, up from $930 million, or $2.97 per share, a year earlier. The company raised the midpoint of its full-year adjusted operating earnings guidance and narrowed the range to $12.50 to $12.80 per share, which signals stronger expected profit for shareholders.
- Q3 2026 adjusted operating earnings were $5.06 per share, compared with $3.04 per share in Q3 2025
- Q3 2026 operating revenues were $9.55 billion, compared with $6.57 billion in Q3 2025
- Full-year 2026 adjusted operating earnings guidance narrowed to $12.50 to $12.80 per share, with the midpoint raised
- Agreed to acquire the Rhode Island State Energy Center from Shell Energy North America for $715 million
Read the filing on SEC.gov ↗
NRG reported third-quarter 2026 GAAP net income of $561 million, up from $152 million a year earlier, and Adjusted EBITDA of $2,013 million, up from $1,205 million. The company reaffirmed its 2026 guidance, initiated 2027 guidance, and agreed to sell six gas-fired generation assets totaling 4.9 GW to LS Power for $4 billion in cash, with closing expected in the second quarter of 2027.
- Q3 2026 GAAP EPS (basic) was $2.59 versus $0.70 a year earlier; Adjusted EPS was $4.68 versus $2.78.
- 2026 guidance reaffirmed, including Adjusted EPS of $7.90 to $9.90 and Adjusted EBITDA of $5,325 million to $5,825 million.
- 2027 guidance initiated, with Adjusted EPS of $8.05 to $10.05; the 2027 plan includes $1 billion of share repurchases and an 8% dividend increase to $2.05 per share.
- The 4.9 GW sale to LS Power is for $4 billion in cash, subject to closing adjustments and approvals including HSR, FERC and the NYSPSC.
Read the filing on SEC.gov ↗
Kodiak Gas Services reported third quarter 2026 net income attributable to common shareholders of $71.5 million, or $0.70 per diluted share, compared with a net loss of $14.0 million a year earlier. The company also raised its full-year 2026 adjusted EBITDA and discretionary cash flow guidance, reflecting higher revenue and the DPS acquisition, which closed April 1, 2026.
- Total revenues were $401.8 million, up from $322.7 million in the third quarter of 2025.
- Net income attributable to common shareholders was $71.5 million, or $0.70 per diluted share, versus a loss of $14.0 million, or $0.17 per share, a year earlier.
- Full-year 2026 adjusted EBITDA guidance was raised to $840 million to $860 million; discretionary cash flow guidance rose to $580 million to $600 million.
- The quarterly dividend was $0.51 per share, and the share repurchase program was extended to December 31, 2027, with about $31.7 million available.
Read the filing on SEC.gov ↗
OneMedNet said it expects preliminary third-quarter 2026 revenue of about $1 million, up 242% from the prior quarter and 465% from the year-earlier quarter. It also guided to fourth-quarter 2026 revenue of $12 million to $14 million, pending customer acceptance of delivered data by quarter-end. The third-quarter figures remain preliminary and may change before the Form 10-Q, expected by November 16, 2026.
- Preliminary Q3 2026 revenue of about $1 million for the quarter ended September 30, 2026, up 242% from the prior quarter and 465% from Q3 2025.
- Q4 2026 revenue guidance of about $12 million to $14 million, pending customer acceptance of delivered data by quarter-end.
- Q3 results are preliminary and subject to adjustment; the Form 10-Q is expected by November 16, 2026.
Read the filing on SEC.gov ↗
Strive reported GAAP net income of $509.0 million for the quarter ended September 30, 2026, compared with losses in the comparable 2025 periods. The filing attributes the result to a $533.7 million net unrealized gain on digital assets, while total revenues were $2.7 million. Shareholders should note the gain is a fair value adjustment on bitcoin, not operating income.
- GAAP net income was $509.0 million, or $5.24 per diluted share, for the three months ended September 30, 2026; non-GAAP adjusted net income attributable to common stockholders was $494.6 million, or $5.46 per diluted share.
- Net unrealized gain on digital assets was $533.7 million; total operating expenses were $38.7 million.
- Strive acquired 8,136 bitcoin in the third quarter and 15,124 bitcoin from October 1 through October 30, 2026.
- On October 20, 2026, Strive completed an offering of 7,000,000 SATS shares for net proceeds of approximately $609.0 million; cash and cash equivalents were $490.4 million as of October 30, 2026.
Read the filing on SEC.gov ↗
PPL reported third-quarter 2026 GAAP earnings of $367 million, or $0.49 per share, compared with $318 million, or $0.43 per share, in the third quarter of 2025. The company also narrowed its full-year 2026 ongoing earnings forecast to a range of $1.92 to $1.96 per share and increased its long-term annual EPS growth target to 7% to 9% through at least 2030, supported by a $25 billion capital investment plan.
- Announced third-quarter 2026 reported GAAP earnings of $0.49 per share on net income of $367 million.
- Achieved third-quarter ongoing EPS of $0.54 compared to $0.48 in 2025.
- Increased long-term annual EPS growth target to 7% to 9% through at least 2030.
- Announced a $25 billion capital plan for 2027 to 2030, driving average annual rate base growth of 10%.
Read the filing on SEC.gov ↗
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.