Radar — what the filings changed

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Material

Wed 23 Sep

8-KFiled 23 Sep 2026All industries
APOG · Apogee Enterprises, Inc.
8-K · Item 2.01 — Acquisition or disposal of assets
Apogee completed acquisition of GroGlass, a Latvian high-performance glass coatings provider, for €62.5M base plus up to €10M earnout. Adds anti-reflective coating technology and premium brands to Performance Surfaces portfolio.
Recognition: Balanced 53 → Balanced 56Gap 50 → 46 (Very high)
More of the market is starting to notice.
The gap narrowed — attention is catching up.
APOG on AIR Filing on EDGAR
More facts
Momentum: Watch
8-KFiled 23 Sep 2026Biotech
ZYME · Zymeworks Inc.
8-K · Items 1.01, 2.01, 2.03 — Material agreement
Zymeworks completed acquisition of Theravance Biopharma on September 23, 2026. Shareholders received $17/share cash plus CVRs tied to ampreloxetine milestones. Company secured $350M senior debt at 8.25% to fund transaction.
No notable change in AIR's read.
ZYME on AIR Filing on EDGAR
More facts
Momentum: Strong
8-KFiled 23 Sep 2026All industries
SUI · Sun Communities Inc
8-K · Item 2.01 — Acquisition or disposal of assets
Sun Communities completed sale of UK business (Park Holidays) to Aermont Capital affiliate for ~£772.3 million (~$1.05 billion gross), netting ~$1.03 billion after closing costs. Proceeds available for deployment.
No notable change in AIR's read.
SUI on AIR Filing on EDGAR
More facts
Momentum: Watch
8-KFiled 23 Sep 2026Biotech
TBPH · Theravance Biopharma, Inc.
8-K · Items 1.01, 2.01, 3.01, 3.03, 5.01, 5.02, 8.01 — Material agreement
Theravance Biopharma completed its acquisition by Zymeworks Inc. on September 23, 2026. Shareholders received $17.00 per share in cash plus contingent value rights tied to ampreloxetine monetization. The company is being delisted from Nasdaq and will cease independent operations as a wholly owned subsidiary.
No notable change in AIR's read.
TBPH on AIR Filing on EDGAR
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Momentum: Balanced

Tue 22 Sep

8-KFiled 22 Sep 2026All industries
TALO · Talos Energy Inc.
8-K · Items 2.01, 8.01 — Acquisition or disposal of assets
Talos Energy completed acquisition of deepwater Gulf of America assets from Shell for $420M net cash. Includes 50% operatorship of Coulomb field and 25% interest in Na Kika platform. Expected to enhance scale, cash flow, and margins.
No notable change in AIR's read.
TALO on AIR Filing on EDGAR
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Momentum: Strong
8-KFiled 22 Sep 2026Software / SaaS
PRGS · Progress Software Corp /Ma
8-K · Item 2.01 — Acquisition or disposal of assets
Progress Software completed acquisition of Domo's AI and data platform business for $400M. Adds 2,400+ customers, cloud-native technology, and strategic partnerships. Strengthens Progress's data governance and AI capabilities.
Gap 35 → 32 (High)

Mon 21 Sep

8-KFiled 21 Sep 2026Banks
AX · Axos Financial, Inc.
8-K · Item 2.01 — Acquisition or disposal of assets
Axos Bank completed acquisition of approximately $1.9 billion in IRA deposits from Capital One on September 21, 2026, pursuant to a Purchase and Assumption Agreement dated April 22, 2026.
Fundamentals: Strong 69 → Strong 79Recognition: Balanced 60 → Balanced 57
The reported numbers improved.
Market attention has faded.
The price trend weakened.
AX on AIR Filing on EDGAR
More facts
Momentum: Balanced

Thu 17 Sep

8-KFiled 17 Sep 2026All industries
SGRY · Surgery Partners, Inc.
8-K · Item 2.01 — Acquisition or disposal of assets
Surgery Partners completed sale of Idaho Falls hospital facilities to Intermountain Health for $797M gross proceeds ($587M net). Proceeds will reduce debt leverage by 30bps and streamline portfolio toward pure-play surgical provider model with improved operational metrics.
No notable change in AIR's read.
SGRY on AIR Filing on EDGAR
8-KFiled 17 Sep 2026All industries
REXR · Rexford Industrial Realty, Inc.
8-K · Item 2.01 — Acquisition or disposal of assets
Rexford Industrial completed a $1.2 billion sale of 22 industrial properties to EQT Real Estate affiliate, advancing its $2.0 billion non-core portfolio realignment. Year-to-date dispositions total $1.5 billion. Proceeds deployed toward debt repayment, stock repurchases, and development projects.
No notable change in AIR's read.
REXR on AIR Filing on EDGAR

Expected quarterly and annual reports

Thu 8 Oct

AEHR · Aehr Test Systems · Industrials
Quarterly results due — last year filed 8 Oct 2025
Last quarter (Q4 2026, against a year earlier): net income turned positive
AIR's current read: News flow Balanced, Gap Low · 4
Add to calendar
AZZ · Azz Inc · Industrials
Quarterly results due — last year filed 8 Oct 2025
Last quarter (Q1 2027, against a year earlier): revenue up 6%, net income down 70%
AIR's current read: News flow Balanced, Gap High · 37
Add to calendar
NXTT · Next Technology Holding Inc. · Software / SaaS
Quarterly results due — last year filed 8 Oct 2025
Last quarter (Q2 2026, against a year earlier): net income turned to a loss
AIR's current read: News flow Watch, Gap Low · 0
Add to calendar
WOR · Worthington Enterprises, Inc. · All industries
Quarterly results due — last year filed 8 Oct 2025
Last quarter (Q3 2026, against a year earlier): revenue up 24%, net income up 15%
AIR's current read: News flow Balanced, Gap Very high · 64
Add to calendar

Fri 9 Oct

APLD · Applied Digital Corp. · Software / SaaS
Quarterly results due — last year filed 9 Oct 2025
Last quarter (Q4 2026, against a year earlier): revenue up 181%, net loss widened
AIR's current read: News flow Balanced, Gap Very high · 98
Add to calendar
HELE · Helen Of Troy Ltd · Industrials
Quarterly results due — last year filed 9 Oct 2025
Last quarter (Q1 2027, against a year earlier): revenue up 8%, net income turned positive
AIR's current read: News flow Balanced, Gap Low · 0
Add to calendar
JEF · Jefferies Financial Group Inc. · All industries
Quarterly results due — last year filed 9 Oct 2025
Last quarter (Q3 2018, against a year earlier): revenue up 32%, net income up 94%
AIR's current read: News flow Balanced, Gap Low · 4
Add to calendar
KBH · Kb Home · All industries
Quarterly results due — last year filed 9 Oct 2025
Last quarter (Q2 2026, against a year earlier): revenue down 27%, net income down 75%

Mon 12 Oct

WS · Worthington Steel, Inc. · All industries
Quarterly results due — last year filed 10 Oct 2025
Last quarter (Q4 2026, against a year earlier): net income turned to a loss
AIR's current read: News flow Balanced, Gap Very high · 85
Add to calendar

Wed 14 Oct

ACI · Albertsons Companies, Inc. · All industries
Quarterly results due — last year filed 14 Oct 2025
Last quarter (Q3 2026, against a year earlier): revenue up 2%, net income down 27%
AIR's current read: News flow Balanced, Gap High · 29
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DPZ · Dominos Pizza Inc · All industries
Quarterly results due — last year filed 14 Oct 2025
Last quarter (Q2 2026, against a year earlier): revenue up 4%, net income up 4%
AIR's current read: News flow Balanced, Gap Low · 1
Add to calendar
PKE · Park Aerospace Corp · Industrials
Quarterly results due — last year filed 14 Oct 2025
AIR's current read: News flow Balanced, Gap Low · 0
Add to calendar

Thu 15 Oct

TFIN · Triumph Financial, Inc. · Banks
Quarterly results due — last year filed 15 Oct 2025
AIR's current read: News flow Balanced, Gap Medium · 12
Add to calendar
WINA · Winmark Corp · All industries
Quarterly results due — last year filed 15 Oct 2025
Last quarter (Q2 2026, against a year earlier): revenue up 8%, net income down 2%
AIR's current read: News flow Balanced, Gap Low · 0
Add to calendar

Fri 16 Oct

ALOY · Realloys Inc. · All industries
Quarterly results due — last year filed 16 Oct 2025
Last quarter (Q2 2026, against a year earlier): revenue up 83%, net loss widened
AIR's current read: News flow Balanced, Gap Very high · 98
Add to calendar
CMC · COMMERCIAL METALS Co · All industries
Annual results due — last year filed 16 Oct 2025
Last quarter (Q3 2026, against a year earlier): revenue up 23%, net income up 108%
AIR's current read: News flow Balanced, Gap Very high · 61
Add to calendar

Mon 19 Oct

ALV · Autoliv Inc · Industrials
Quarterly results due — last year filed 17 Oct 2025
Last quarter (Q2 2026, against a year earlier): revenue up 3%, net income down 40%
AIR's current read: News flow Balanced, Gap Low · 0
Add to calendar
EPAC · Enerpac Tool Group Corp · All industries
Annual results due — last year filed 17 Oct 2025
Last quarter (Q3 2026, against a year earlier): revenue up 6%, net income up 35%
AIR's current read: News flow Balanced, Gap High · 34
Add to calendar
FR · First Industrial Realty Trust Inc · All industries
Quarterly results due — last year filed 17 Oct 2025
Last quarter (Q2 2026, against a year earlier): revenue up 8%, net income up 40%
AIR's current read: News flow Balanced, Gap High · 33
Add to calendar

Tue 20 Oct

REXR · Rexford Industrial Realty, Inc. · All industries
Quarterly results due — last year filed 20 Oct 2025
Last quarter (Q2 2026, against a year earlier): revenue down 2%, net income turned to a loss
AIR's current read: News flow Balanced, Gap Very high · 70
Add to calendar
SMMT · Summit Therapeutics Inc. · Biotech
Quarterly results due — last year filed 20 Oct 2025
Last quarter (Q3 2024, against a year earlier): net loss widened
AIR's current read: News flow Balanced, Gap Very high · 89
Add to calendar

Wed 21 Oct

ADC · Agree Realty Corp · All industries
Quarterly results due — last year filed 21 Oct 2025
Last quarter (Q2 2026, against a year earlier): revenue up 17%, net income up 11%
AIR's current read: News flow Balanced, Gap Low · 2
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BCPC · Balchem Corp · All industries
Quarterly results due — last year filed 21 Oct 2025
Last quarter (Q2 2026, against a year earlier): revenue up 11%, net income up 17%
AIR's current read: News flow Balanced, Gap High · 34
Add to calendar
GPC · Genuine Parts Co · All industries
Quarterly results due — last year filed 21 Oct 2025
Last quarter (Q2 2026, against a year earlier): revenue up 6%, net income down 11%
AIR's current read: News flow Balanced, Gap Low · 0
Add to calendar
KREF · KKR Real Estate Finance Trust Inc. · All industries
Quarterly results due — last year filed 21 Oct 2025
AIR's current read: News flow Balanced, Gap Low · 0

Expected dates come from each company's filing history. They are not forecasts, and companies move them.

Material

Announced by the company

Expected quarterly and annual reports