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.
LMB refinanced its credit facility, replacing a $125M Wintrust facility with a $300M PNC credit facility (5-year term). No early termination penalties incurred. Expanded borrowing capacity supports growth and operational flexibility.
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.
IRT entered into a definitive merger agreement with Centerspace (CSR) on September 8, 2026. CSR shareholders will receive 3.8 IRT shares per CSR share. Both boards unanimously approved the transaction, intended to qualify as a tax-free reorganization.
Centerspace entered into a definitive merger agreement with Independence Realty Trust (IRT) in an all-stock transaction. Centerspace shareholders will receive 3.8 IRT shares per Centerspace share. Both boards unanimously approved the deal, with closing expected by June 30, 2027.
DEC entered into definitive agreements to acquire Birch Permian Holdings and affiliates for ~$1.8B, gaining ~46,000 net mineral acres in Midland Basin with 500 gross operated wells and midstream/water infrastructure. Closing expected Q4 2026.
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.
ECG refinanced its credit facility, increasing term loans by $200M to $477.5M and revolving commitments by $125M to $350M. Pricing improved 25–50 bps across borrowing rates and fees. Proceeds fund Epsilon Industries acquisition and general corporate purposes.
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.
D-Wave secured a $100M CHIPS Act award from the U.S. Department of Commerce for quantum R&D, disbursed in milestone-based tranches. Government will receive 7.1M discounted shares with limited voting rights and registration rights.
AGNT entered into a stock purchase agreement to buy 8.69M shares from a trust benefiting the CEO's family members at $3.68/share (10% discount to 5-day VWAP). Audit committee approved as fair and in company's best interests.
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%.
IPG Photonics entered into a definitive share purchase agreement to acquire Lumibird Medical for €300 million plus up to €50 million in earn-out consideration. Closing expected Q4 2026, subject to French regulatory approvals.
Amylyx secured dual manufacturing and supply agreements with Bachem and Polypeptide for avexitide drug substance, with commitments beginning 2028. Polypeptide deal includes $30M upfront capacity reservation fee, establishing non-exclusive long-term supply infrastructure contingent on regulatory approval.
Blue Owl Capital completed a $398M CLO securitization transaction, issuing $267M in secured notes and $25M in Class A-L loans backed by ~$362M in middle-market loans. Proceeds support general corporate purposes and future loan originations through July 2030.
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.
WAFD entered into a merger agreement with EverBank Financial Corp on September 6, 2026. EverBank will merge into WAFD, with WAFD as surviving corporation. EverBank shareholders will receive ~59.2% ownership post-merger; WAFD shareholders retain ~40.8%. Merger subject to regulatory approval and WAFD shareholder vote.
Rigetti secured up to $100M in CHIPS Act funding from U.S. Department of Commerce for quantum computing R&D across three technical areas. Company issued 7.74M shares at $12.92/share to Department as inducement. Funding disbursed in tranches contingent on milestone achievement.
BFH received regulatory approval for Comenity Bank merger (expected October 2026) and amended its $700M revolving credit facility with JPMorgan to permit the merger as a covenant exception. No material financial impact expected.
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.
Chime agreed to acquire Stride Bank for $590 million, gaining a national bank charter and infrastructure. Transaction expected immediately accretive to EPS with $100M+ net synergies. Closing targeted H1 2027 pending regulatory approval.
Worthington Steel's German subsidiary executed a Domination and Profit and Loss Transfer Agreement with Kloeckner & Co SE, following completion of a voluntary takeover offer in June 2026. Agreement subject to 75% shareholder approval (vote expected October 23, 2026) and registration by January 1, 2027.
Franklin Electric completed acquisition of Cat Pumps Corporation for $350M cash plus up to $50M earnout. Cat Pumps generates ~$115M revenue with 35%+ EBITDA margins. Transaction expected accretive to EPS in 2027 and expands addressable market by $1B+ in high-growth commercial/industrial segments.
Dorian LPG ordered three dual-fuel VLGC newbuildings (~$345M) for 2030 delivery and secured a $368.4M seven-year credit facility refinancing existing debt with improved terms and accordion capacity.
Matthews amended its credit agreement to align terms post-divestitures. Revolving facility reduced from $700M to $650M; foreign borrowing capacity eliminated. Covenant relief period through end-2027 allows higher leverage ratios (5.25x initially, stepping down to 4.50x).
Intellia secured a $400M non-dilutive senior secured credit facility from OrbiMed. $75M funded upfront; $325M tied to FDA approval of lonvo-z, revenue targets, and equity milestones. Five-year term, matures September 2031.
OTF closed $150M private placement of 7.60% senior unsecured notes due 2032. This is the third financing since June 30, bringing total debt raised to $800M. Strengthens liquidity and financial flexibility for portfolio growth.
USA Rare Earth completed merger with Serra Verde Group on September 3, 2026, creating integrated rare earth platform combining Serra Verde's upstream heavy rare earth mining in Brazil with USAR's processing and magnet capabilities. Consideration: $300M cash + 126.8M shares.
Greenland Mines completed acquisition of Sarfartoq rare earth mineral project in Greenland via merger. Independent Initial Assessment shows high-case NPV of ~$2.05B and IRR of 118.6%, with significant untested exploration potential across 191 sq km license.
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.
Apogee Enterprises agreed to acquire GroGlass, a Latvia-based high-performance glass coatings provider, for €62.5M (~$72.5M) plus up to €10M earnout. Expected to contribute ~$30M revenue at ~25% EBITDA margin with ≥$4M annualized synergies within three years.
Apogee Therapeutics completed its merger with AbbVie-owned Andor Merger Co. on September 3, 2026. Shareholders received $135.11 per share in cash. The company is now a wholly owned subsidiary of AbbVie with total equity value of approximately $10.9 billion.
Hillman Solutions completed acquisition of Kanebridge for ~$315M on August 28, 2026, funded via $200M additional term loans, cash on hand, and revolving credit. Acquisition expands company's asset base and market presence.
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.
Herc Holdings amended its receivables financing agreement for the ninth time, increasing borrowing commitments and uncommitted allocations while extending maturity to August 31, 2027. This enhances liquidity availability.
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.
XMax Inc. completed a private placement of 352,200 common shares at $8.417 per share for $2.96M aggregate proceeds with non-U.S. investors under Regulation S, with 18-month lock-up restrictions.
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.”