Every 8-K, 10-Q and 10-K that AIR's companies filed on SEC EDGAR, and what each one changed in AIR's read. Material filings first, newest first — never ordered by price.
Seven-day window, 4 weeks back · Material filings: 96 · All filings: 250
Navan reported Q2 FY2027 revenue growth of 35% YoY to $233M, GBV growth of 45% to $3.0B, and record new signed GBV of $4.0B (up 60% YoY). Non-GAAP operating income more than doubled. Company raised full-year FY2027 revenue and operating outlook.
AeroVironment reported Q1 FY2027 record revenue of $480.5M (+6% YoY), record funded backlog of $1.5B (+37% YoY), and improved profitability with net loss narrowing to $5.1M from $67.4M YoY, driven by higher gross margins and lower operating expenses.
ASO reported Q2 FY2026 net sales growth of 3.0% with diluted EPS of $2.17 (up 17.3%) and adjusted EPS of $2.31 (up 19.1%). Company raised full-year adjusted free cash flow guidance by $50M at midpoint and raised gross margin guidance by 70 bps. eCommerce grew 12.8%; new stores showed mid-single-digit comp growth.
AEO reported Q2 FY2026 record revenue of $1.38B (+8% YoY), comp sales +6%, and raised full-year operating income guidance to $540–550M. Aerie/OFFLINE grew 25% revenue with 19% comp sales. Tariff refunds of $196M boosted results.
Signet renewed its credit card program agreement with Bread Financial through December 2035, securing exclusive issuer rights for branded cards across Kay, Jared, Zales, and regional brands. Agreement includes signing bonus and profit-share component.
Q2 FY2027 revenue grew 55% to $54.6M; net income doubled to $2.6M; adjusted EBITDA up 69% to $5.5M. Major retailer wins (Costco, Kroger launch), facility expansion, and $108.6M capital raise strengthen balance sheet to $138.6M cash.
As stated in the filing: “…Horizon Bancorp, Inc. issued a press release announcing that the Company’s financial results for the third quarter of 2026 will be released after the market close on Wednesday, October 21, 2026.”
As stated in the filing: “…SouthState Bank Corporation (NYSE: SSB) (“SouthState” or the “Company”) announced today that it will release third quarter 2026 earnings results on Wednesday, October 21, 2026, after the market closes.”
Research, not tips. Filings come from SEC EDGAR; AIR's read is recomputed every trading day. A price move is shown as a fact beside a filing, never as the reason it is listed.
ServiceTitan reported Q2 FY2027 revenue of $292.8M (+21% YoY), exceeding prior guidance. Non-GAAP operating income of $44.4M (+52% YoY) and free cash flow of $50.5M (+47% YoY). Max locations doubled to 700+ enrolled. Net dollar retention >110%.
ABM reported Q3 FY2026 results with record $2.3B revenue (+4.2%), net income up 19% to $49.7M ($0.84 EPS), and adjusted EPS growth of 19%. Company raised full-year adjusted EPS midpoint and increased free cash flow expectations by $25M.
UNFI's Board authorized a $200 million share repurchase program, replacing the prior 2022 program. The filing announces Q4 FY2026 earnings results to be released September 8, 2026.
Q2 FY2027 revenue grew 13.2% YoY to $108.1M. GAAP net loss improved 67% to $6.7M. Non-GAAP net income rose 28% to $8.2M. Company launched AI Accelerator X7 and signed 7-year distribution agreements with Macnica and CapGemini.
Q2 2026 net sales increased 10% to $1.611B, near high-end of guidance. Adjusted operating income of $124M exceeded guidance range. Company raised full-year 2026 net sales and adjusted operating income guidance.
Toro reported Q3 FY2026 net sales up 8.4% YoY to $1.23B and adjusted EPS up 7.3% to $1.33. Company raised full-year net sales guidance to 6.3–6.6% growth and adjusted EPS to $4.60–$4.65, citing strong demand, margin expansion, and inventory management.
Q2 FY2026 net sales declined 2.2% YoY to $394M. Adjusted EPS grew modestly to $1.34 vs $1.26, but company lowered full-year FY2026 guidance citing softness at Lilly Pulitzer and macro headwinds. Increased promotional activity planned.
Gold.com reported FY2026 results with $82.3M net income (+375% YoY), $3.02 diluted EPS (+325% YoY), and $179.8M EBITDA (+179% YoY). Company declared $1.00/share special dividend. Sunshine Minting acquisition completed in April significantly expands production capacity.
Genesco reported Q2 FY2027 results beating expectations with improved operating income and EPS. Company raised full-year adjusted EPS guidance to high end of $2.00–$2.40 range. Journeys and Johnston & Murphy posted positive comparable sales; gross margin improved 140 bps adjusted.
SWBI reported Q1 FY2027 net sales of $112.6M (+32.3% YoY), gross margin of 28.7% (+280bps), and EPS of $0.06 vs. prior-year loss of $0.08. Management guides Q2 sales ~10% above prior year and FY2027 revenue growth of 5-7%.
Lands' End reported Q2 2026 revenue growth of 2.7% YoY to $302.0M, with gross margin expansion of 320 bps to 52.0%, driven by tariff refunds. Net income swung to $3.5M profit vs. prior-year loss. However, Adjusted EBITDA declined 25% YoY, and operating cash flow deteriorated significantly.
DocuSign reported Q2 FY2027 revenue of $875.7M (+9% YoY), raised full-year guidance, and achieved IAM representing 15.1% of ARR (up from 12.6%). Company delivered on AI-powered agentic capabilities and expanded enterprise integrations.
As stated in the filing: “Wesbanco, Inc. issued a press release announcing that the Company's financial results for the third quarter of 2026 will be released after the market close on Wednesday, October 21, 2026.”
As stated in the filing: “…Columbia Banking System, Inc. (“Columbia” Nasdaq: COLB), parent company of Columbia Bank, today announced it will release third quarter 2026 financial results on Thursday, October 22, 2026, after market close.”
As stated in the filing: “On October 5, 2026 , Broadstone Net Lease, Inc. (the “Company”) issued a press release announcing that it will release its financial and operating results for the quarter ended September 30, 2026 after the market closes on Wednesday, October 28, 2026.”
As stated in the filing: “Pebblebrook Hotel Trust (the "Company") announced on September 11, 2026 that it will report its financial and operating results for the quarter ending September 30, 2026, on Thursday, October 29, 2026, after the market closes.”
As stated in the filing: “…On September 29, 2026, we announced we will release our third quarter 2026 financial results after the market closes on Monday, November 2, 2026, and will host a conference call at 11 a.m. Eastern Standard Time (10 a.m. Central Standard Time) on Tuesday, November 3, 2026.”
As stated in the filing: “UMH’s final third quarter results will be released on Monday, November 2, 2026, after the close of trading on the New York Stock Exchange and will be available on the Company’s website at www.umh.reit , in the Financials section.”
As stated in the filing: “…On October 1, 2026, Blue Owl Capital Corporation (the “Company”) issued a press release to announce that the Company will release its financial results for the third quarter ended September 30, 2026 on Wednesday, November 4, 2026 after market close.”
As stated in the filing: “…On October 1, 2026, Blue Owl Technology Finance Corp. (the “Company”) issued a press release to announce that the Company will release its financial results for the third quarter ended September 30, 2026 on Wednesday, November 4, 2026 after market close.”
As stated in the filing: “…CION Investment Corporation (NYSE: CION) (“CION”) announced today that it will report its financial results for the third quarter ended September 30, 2026 on Thursday, November 5, 2026, prior to the opening of the financial markets.”
As stated in the filing: “On October 5, 2026, Goldman Sachs BDC, Inc. (the “Company”) issued a press release announcing that it will report its third quarter ended September 30, 2026 financial results after the market closes on Thursday, November 5, 2026, and that it will host an earnings conference call on Friday, November 6, 2026 at 9:00 am Eastern Time to discuss its financial results.”
As stated in the filing: “On September 24, 2026, ICF International, Inc. (the “Company”) announced it will release its third quarter 2026 earnings results after the market closes on Thursday, November 5, 2026.”