Most material SEC filings — September 3, 2026

As of September 2, 2026, Eightco Holdings (market cap ~$3.8M) reported total treasury holdings of approximately $380M, comprising $90M indirect OpenAI equity, $18M Beast Industries equity, 16,278 ETH, 301.97M WLD tokens (valued at ~$112M at $0.37/token), and $122M cash. The company repurchased over 25 million shares under its $125M share repurchase program in the prior month. No new material investments or changes in holdings composition were announced beyond the ongoing buyback activity.

Apogee Therapeutics entered into a Merger Agreement dated June 18, 2026 with AbbVie Inc., whereby AbbVie will acquire Apogee through Andor LLC and Andor Merger Co. The filing includes amended corporate governance documents (Certificate of Incorporation and Bylaws) and a 280G Gross-Up Payment Agreement template capping total tax gross-ups at $12.5 million across named executives. No specific deal valuation is disclosed in these exhibits, but the transaction constitutes a change of control triggering severance and tax-gross-up obligations.

Gulf Resources, Inc. (market cap ~$6.8M) filed an 8-K on September 3, 2026, disclosing Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. The filing itself contains no additional detail on the specific delisting reason, threshold failed, timeline, or remediation plan—only the bare notice category.

Steel Partners Holdings L.P. and affiliated entities (Steel Partners Holdings GP Inc., SPH Group LLC, SPH Group Holdings LLC, Steel Excel Inc., Steel Connect LLC, SP Strategic Holdings LLC) purchased 1,707,172 shares of KLX Energy Services Holdings common stock between August 11–September 3, 2026, at prices ranging from $1.4857 to $1.5451 per share, totaling approximately $2.56M. This represents a coordinated, multi-entity accumulation disclosed via joint Schedule 13D filing on September 3, 2026.

Brady Corporation (market cap ~$3.2B) completed its transformational acquisition of Honeywell Technologies' Productivity Solutions and Services business on August 3, 2026, creating a new Intelligent Productivity Solutions (IPS) segment with ~$1.15B expected FY27 revenue. The company reported FY26 record adjusted diluted EPS of $5.29 (up 15% YoY) and raised its dividend for the 41st consecutive year from $0.98 to $1.00/share. FY27 adjusted diluted EPS guidance of $6.25–$6.75 represents 18–28% growth, with ~$0.80/share accretion from IPS net of financing costs; organic IDS segment growth expected ~5%. Net cash position of $172.2M as of July 31, 2026, supported the acquisition; company returned $88.3M to shareholders in FY26 via dividends and buybacks.

Plutonian Acquisition Corp. II (blank-check SPAC, ~$109M assets) entered a definitive merger agreement on Sept 3, 2026 with NT1 Pty Ltd, an Australian mineral exploration company focused on rare earths, niobium, and IOCG systems in Western Australia and Northern Territory. The transaction values NT1 at USD $500 million enterprise value, with NT1 shareholders receiving Purchaser shares at USD $10.00 per share. Expected close in 2027 pending regulatory and shareholder approvals; combined company will list on NYSE.

10% owner CASCADE INVESTMENT, L.L.C. (RSG) bought 534K shares (~$119.1M) on the open market (0.5% of holdings). Open-market insider purchase — historically a bullish signal.

Avi Liss resigned from Netcapital's board effective August 27, 2026, citing SEC civil action filed August 10, 2026 (SEC v. John Fanning et al., Civil Action No. 1:26-cv-13665, U.S. District Court, District of Massachusetts) alleging serious securities violations against the company and current/former officers and directors. Liss denies knowledge of or participation in alleged conduct, received no compensation as director, and demands preservation of D&O insurance coverage, indemnification rights, and corporate records while reserving all legal defenses.

On June 12, 2026, Domo Inc. (Delaware and Utah entities) executed a forbearance agreement with lenders including BlackRock and Tennenbaum Capital Partners, administered by Wilmington Trust. Domo anticipates breaching financial covenants under its August 2023 Amended and Restated Loan and Security Agreement for Q1 FY2027 (quarter ending April 30, 2026) and subsequent quarters. In exchange for forbearance through July 31, 2026 (extendable to August 31 if Required Lenders agree), Domo pays a forbearance fee of $5.834964 million (4.0% of outstanding credit extensions). The agreement mandates Domo maintain $10M minimum unrestricted cash, provide lenders full access to sale processes, and apply 100% of net proceeds from any "Qualified Sale Transaction" to repay all obligations. An extension fee of 10% of outstanding principal becomes due if the Initial Stop Date is extended. The forbearance period ends earlier upon consummation of any sale, expiration of a definitive purchase agreement, or November 30, 2026.

Charles M. Gillman (IDWR Office) purchased 101,603 shares of TransAct Technologies between 06-29-2026 and 07-01-2026 at prices ranging $5.21–$5.80 per share, accumulating a 5.1% stake disclosed 08-28-2026. Gillman is publicly calling for the company to hire investment banks to separately sell its slot-machine printer business and BOHA! restaurant software business, effectively demanding a breakup and return of proceeds to shareholders. This marks the opening of an activist campaign at a $53M market-cap company.

Diversified Energy announced acquisition of Birch Permian Holdings from Elliott Investment Management affiliates for ~$1.8 billion (net price subject to adjustments). The deal adds 68 Mboepd production (~35% increase) and ~$548M annualized Adjusted EBITDA (~55% increase). Financing includes ~$1.5B asset-backed securitization from Carlyle and existing credit facility; closing expected Q4 2026. Carlyle partnership expanded from $2B to potential $10B for future PDP acquisitions.

Hornbeck Offshore Services completed a merger with Helix Energy Solutions on September 1, 2026, creating a combined entity with 85 vessels (57 OSVs, 15 MPSVs, 7 well intervention vessels, 5 chartered), ~327 million fully diluted shares outstanding, and pro forma LTM adjusted EBITDA of $551 million (2Q2026). The combined company has $2.0 billion total backlog, $3.4 billion market capitalization, 0.4x net debt/EBITDA, and expects $75 million in annual synergies within three years. Hornbeck owns 55% and Helix 45% of the combined entity on a fully diluted basis.

Ciena reported fiscal Q3 2026 revenue of $1.671 billion (up 37% YoY from $1.219B), with adjusted EPS of $2.11 (up 215% YoY from $0.67). Adjusted gross margin expanded 450 basis points to 46.4%, and adjusted operating margin jumped 1,180 basis points to 22.5%. The company raised full-year FY2026 revenue guidance to $6.42B ±$50M (35% growth) and provided Q4 guidance of $1.75B ±$50M. Cloud provider revenue represented 53% of sales (up 82% YoY). Management issued preliminary FY2027 guidance of at least 30% revenue growth with 45–46% gross margin and 25–27% operating margin. Ciena completed a $2.9B zero-coupon convertible debt offering and repurchased $171.7M in shares ($0.4M shares) in Q3 under a $1B program.

Medicus Pharma (market cap ~$28.3M) entered a co-development and license agreement with Pfizer effective September 2, 2026, for exclusive worldwide rights to develop and commercialize PF-08046031 (CD228V), an anti-CD228 antibody-drug conjugate, in three specified cancer indications (2L melanoma, head/neck squamous cell carcinoma, esophageal cancer) plus any additional indications. Medicus pays Pfizer $12M upfront on signing, $15M on first anniversary, receives $2M development funding from Pfizer, and will owe tiered royalties on net sales (specific rates redacted) plus milestone payments (amounts redacted) upon development and commercialization achievements. The agreement also includes potential sublicensing income sharing and transaction payments if Medicus is acquired or sublicenses the asset.

On September 2, 2026, Nasdaq notified CXApp Inc. (CXAI, ~$22.9M market cap) that it has regained compliance with the minimum bid price requirement (Listing Rule 5550(a)(2)) after the stock closed at ≥$1.00 per share for 10 consecutive business days (August 19–September 1, 2026). The company had been notified September 11, 2025, of non-compliance and faced potential delisting; this formal closure removes that uncertainty.

Aptevo reported that 13 of 14 evaluable TP53-mutated frontline AML patients treated with mipletamig triplet (mipletamig + venetoclax + azacitidine) achieved clinical benefit; 11 (79%) achieved CR/CRi, nearly double the 41% published remission rate for venetoclax/azacitidine alone. RAINIER Phase 1b/2 trial expected to complete by year-end 2026 with regulatory interaction planned for 1H27.

Tyson Foods downwardly revised fiscal 2026 outlook on September 3, 2026, citing severe cattle shortage and margin compression in Beef. Company now projects total adjusted operating income of $1.85B–$2.05B (down from prior guidance) and revenue growth of 1.5%–2.0%. Beef segment revised to $(625)M–$(775)M operating loss (from prior profitable guidance); Chicken $1.85B–$1.95B; Pork $200M–$250M. Management attributed pressures to volatile cattle prices, industry-wide cattle-cycle dynamics, and announced August restructuring to three centralized facilities expected to improve costs in FY2027.

Akeso Inc. announced that ivonescimab (AK112/SMT112) achieved statistically significant overall survival improvement versus pembrolizumab monotherapy in the Phase III HARMONi-2 study in PD-L1-positive advanced NSCLC patients in China. This is a secondary endpoint read-out; the primary endpoint (PFS by IRRC) previously showed HR 0.51 (95% CI: 0.38, 0.69; p<0.0001). Akeso received NMPA marketing authorization in April 2025. Summit is conducting parallel HARMONi-7 (monotherapy, PD-L1 high) and HARMONi trials in its licensed territories (US, Europe, etc.); HARMONi BLA was submitted to FDA in January 2026 with PDUFA date November 14, 2026.

First Breach Inc. (assets ~$17.6M) registered 50.9M common shares for resale: 50M shares from RBW Capital Management LLC, North Commerce Parkway Capital LP, and TQP Holdings LLC (ELOC agreement dated May 21, 2026) and 887,472 shares to Dawson James Securities (engagement agreement dated November 11, 2025). Company separately engaged RBW/Dawson James as exclusive financial advisors for NASDAQ listing (1.5% advisory stock grant + $250K fee) and as exclusive placement agent for up to $10M private placement (7.5% placement fee + 4.0% warrant coverage). Auditors noted going-concern substantial doubt as of March 20, 2026.

Bank7 Corp. was named successful bidder to acquire approximately 71% controlling interest in Century Financial Services Corporation (Santa Fe, NM bank holding company) for $91 million gross purchase price ($89 million net after $2 million break-up credit). Century Bank operates 9 branches in New Mexico plus 2 loan production offices in Texas, with $1.36B in assets as of June 30, 2026. Transaction closes Q4 2026 pending regulatory approval; combined entity would have ~$3.4B in assets.

Lululemon reported Q2 FY2026 (ended Aug 2, 2026) net revenue of $2.415B, down 4% YoY (5% constant currency), with comparable sales declining 9% (10% constant currency). Americas revenue fell 8% with comp sales down 12%; International grew 4% reported but fell 2% constant currency. The company received $134.5M in tariff refunds (adding $0.86/share after-tax to Q2 EPS of $2.92). Full-year FY2026 revenue guidance was cut to $10.35–$10.50B (down 5–7%), with EPS guidance of $9.48–$9.73 (vs. prior expectations). Operating margin fell 190 bps to 18.8%, though gross margin rose 200 bps to 60.5% (560 bps from tariff refunds). The company repurchased 2.7M shares for $330M and opened 9 net new stores (825 total).

NextCure (tenant) and ARE-8000/9000/10000 Virginia Manor LLC (landlord) executed a Ninth Amendment on August 28, 2026, accelerating lease termination from March 31, 2030 to December 31, 2027 (or earlier via landlord's 3-business-day termination right). NextCure paid $758,648 lump sum and forfeited $39,292.70 security deposit; all future rent obligations cease September 1, 2026. The 29,864 sq ft Beltsville, Maryland facility (leased since January 2019) is being vacated with minimal obligations except environmental decommissioning report by September 15, 2026.

Latigo Biotherapeutics (Nasdaq: LTGO), a clinical-stage biotech, completed an upsized IPO in August 2026 raising $397.4M gross proceeds (including full underwriter option exercise), with cash sufficient to fund operations into 2029. Lead candidate onzotrigine published positive Phase 2 results in NEJM for moderate-to-severe acute post-surgical pain, meeting primary endpoint with high statistical significance and opioid-sparing potential. Company appointed Naomi Lowy, M.D. (former FDA deputy director of pain division) as SVP regulatory affairs; Q2 2026 R&D expenses were $21.2M, G&A $4.6M, net loss $25.8M.

For fiscal year ended June 30, 2026, U.S. Global Investors (market cap ~$20.4M) reported net income of $3.1M ($0.24/share) versus prior-year net loss of $334K. Operating revenue grew 21% to $10.3M; average AUM increased 8% to $1.5B with period-end AUM up 26% to $1.7B. Advisory fees from gold/natural resources funds rose 128% ($2.2M) driven by higher AUM; the new WAR ETF (launched Dec 2024) grew to $41.3M assets. Company repurchased 733,848 shares for ~$2.0M and maintains monthly $0.0075/share dividend; cash position $24.3M with $35.7M net working capital.

MacroGenics completed the sale of its GMP manufacturing operations and CDMO business (located in Rockville, MD and Frederick, MD) to Bora Pharmaceuticals Co., Ltd. and Bora Biologics USA, LLC for $119.6M net cash (after $8.8M transaction costs), with up to $5M in contingent consideration tied to 2027–2028 manufacturing milestones. The transaction eliminates contract manufacturing revenue (~$52.6M in 2025; ~$14M in Q1 2026) and associated costs, representing a strategic exit from contract manufacturing to focus on pre-clinical and clinical-stage R&D.

Soulpower Acquisition Corp. (SPAC) amended its business combination agreement with SWB LLC effective August 28, 2026. Key changes: (1) eliminated future "additional contribution agreements" framework; (2) restructured Uruguay asset contribution to occur post-closing with $5M cash payment plus up to 116.5M earnout/milestone shares; (3) added Carident AG contribution with $60M Put Option consideration (6M shares at $10/share); (4) redefined Company Net Asset Amount to exclude Uruguay contribution; (5) extended outside closing date from 9 months post-signing (November 2025) to April 2, 2027—a 17-month extension from original November 2025 signing. Merger consideration remains 120% of Net Asset Amount plus 20% of Uruguay contribution amount plus $60M Put Option, payable in Pubco shares at $10/share.

On September 1, 2026, Fly-E Group received a delinquency notice from Nasdaq for failing to timely file its Form 10-Q for the period ended June 30, 2026, violating Listing Rule 5250(c)(1). The company filed the Form 10-Q on September 1, 2026, and received written compliance confirmation from Nasdaq on September 3, 2026. The notice was a deficiency notification, not an imminent delisting notice, with no immediate effect on trading.

On August 19, 2026, Nexalin entered an Any Market Purchase Agreement (AMPA) with Alumni Capital LP committing up to $15,000,000 of common stock purchases at 92–97% of market price, plus a 2–3% commitment fee (112,500 shares). Concurrently, Nexalin issued 80,645 shares at $9.30/share and warrants to purchase 40,323 shares at $15.00/share. This S-1 registers 5,752,823 resale shares. However, the company faces imminent Nasdaq delisting: stock price fell below $1.00 minimum bid (January 2026 notice), and stockholders' equity ($1.52M as of June 30, 2026) fell below $2.50M minimum. A Nasdaq Hearings Panel hearing is scheduled for September 1, 2026. The company has accumulated $97.2M deficit, $1.0M cash, and reported going-concern doubt.

VenHub Global entered an Equity Purchase Agreement (ELOC) with Euphoria Capital on August 27, 2026, allowing the company to direct Euphoria to purchase up to $100,000,000 of common stock over 24 months at 97% of 3-day VWAP. VenHub issued 800,000 commitment shares to Euphoria and registered 18,278,571 additional ELOC shares plus 5.3M service-provider shares for resale. The company received $18.9M in February 2026 financing; as of June 30, 2026, it held $2.56M cash against $109.2M accumulated deficit and negative working capital of $1.77M.

Wei Zhu, via Bastion Trading Limited, Bastion Holdings Limited, and Lucio Holding Limited, filed a Schedule 13D joint filing on September 3, 2026, disclosing purchases of SkyAI common stock totaling approximately 331,677 shares between July 6–August 4, 2026 at prices ranging from $1.03 to $1.46 per share, followed by sales of 284,500 shares (August 5–13, 2026). No aggregate ownership percentage disclosed in excerpt. Specific beneficial ownership stake and aggregate purchase/sale dollar amounts not stated in provided text.

On June 16, 2026, AIxCrypto entered into a Common Shares Purchase Agreement with Gold King Arthur Holding Limited (counterparty: Shawn Wang, director) for up to $50,000,000 in volume-weighted average price (VWAP) purchases. The company may issue up to 4,044,975 shares (19.99% of outstanding pre-deal) at 93% of the 3-day VWAP, with the investor retaining a 3% draw fee. On August 18, 2026, the parties amended the agreement to remove minimum price floors. As of August 31, 2026, the stock traded at $0.7710; estimated proceeds ~$3.48M based on $0.8595 VWAP with 7% discount. Company already paid $100,000 upfront fee (non-refundable).

Rent the Runway agreed to pay $9M ($6M cash + $3M stock at RTR's option) to settle a securities class action alleging IPO prospectus misstatements about shipping costs. Settlement covers all RTR IPO purchasers from Oct 27, 2021–Nov 14, 2022. Average recovery estimated at $1.41/share pre-fees, $1.09 post-fees. No admission of fault by defendants.

Lands' End reported Q2 FY2026 net revenue of $302.0M (+2.7% YoY), with U.S. eCommerce up 9.0% to $182.4M, driven partly by carryover shipments from warehouse system disruption. The company completed a major transaction with WHP Global: it transferred its intellectual property to a joint venture, then sold a 50% controlling stake to WHP Global for $300M in proceeds, which it used to fully repay its term loan ($234M paid). Net income was $3.5M ($0.11 diluted EPS) vs. loss of $3.7M prior year; adjusted EBITDA declined 25% to $11.3M. Cash fell to $16.1M from $21.3M YoY; inventory rose 13% to $342.0M for seasonal build.

Q2 net sales rose 10% to $1.611B (vs. $1.459B YoY), exceeding guidance. Reported operating income jumped to $257M from $41M, but adjusted operating income was $124M (above $90–100M guidance), boosted by a $140.3M IEEPA tariff refund. Full-year FY2026 net sales guidance raised to $7.1–7.18B (from $7.03–7.13B); adjusted operating income raised to $560–590M (from $550–580M). Comparable store sales +9%. Diluted EPS $2.18 reported ($0.95 adjusted).

Equity Bancshares Inc. (EQBK, Kansas) agreed on September 2, 2026, to acquire Lincoln Bancorp (Iowa) via merger, with Lincoln stockholders receiving combined cash and EQBK Class A Stock consideration. Total merger consideration is $121.2M ($91.7M stock + up to $29.5M cash), with Adjusted Value Per Share based on a Calculation Date equity measurement; deal consideration is subject to downward adjustments for equity deficits, excess merger costs, and credit losses. Regulatory approvals from Federal Reserve, FDIC, and Iowa/Kansas banking authorities required; expected closing within 30 days of regulatory approvals.

Climb Bio announced positive Phase 1 data for CLYM116, an anti-APRIL monoclonal antibody in IgA nephropathy. A single 320 mg dose achieved ~29-day half-life (3× longer than competitor sibeprenlimab), 90% free APRIL suppression, and 60–75% IgA/Gd-IgA1 suppression maintained through 12 weeks, with no serious adverse events or hypogammaglobulinemia. Phase 2 NAVIGATE-2 trial is ongoing with initial data expected H1 2027; Phase 3 initiation targeted for 2027 with an 800 mg loading dose followed by 400 mg every-12-weeks maintenance.

Wiley completed acquisition of Emerald Publishing for ~$450M net cash on June 1, 2026 (valued at ~7x Adjusted EBITDA including $30M cost synergies). Q1 FY2027 (ended July 31, 2026) revenue $386M (−3% YoY); Adjusted EPS $0.44 (−10% YoY); Adjusted EBITDA $68M (−4% YoY). Research segment revenue grew 4% with Publishing +12% (including $13M from 2 months of Emerald) offset by Research Solutions −30% due to $29M prior-year AI licensing comparison. Learning declined 20% with $8M prior-year AI comparison. AI licensing revenue was $14M for quarter; company reaffirmed full-year guidance: organic revenue low-to-mid single digit growth, Adjusted EBITDA margin 26.5%–27.5%, Adjusted EPS $4.60–$5.05, Free Cash Flow $205M.

Chairman & CEO Jenisch Jan Philipp (AMRZ) bought 30K shares (~$1.3M) on the open market (5.5% of holdings). Open-market insider purchase — historically a bullish signal.

China's NMPA approved Milestone's etripamil nasal spray (CARDAMYST) for PSVT treatment, marking the first regulatory approval outside the U.S. Everest Medicines holds exclusive Greater China commercialization rights. Approval triggers immediate $2.0 million milestone payment to Milestone, with up to $98.0 million in future commercial/development milestones and tiered royalties up to 18% on Greater China sales.

President & CEO Barber James J. (VSTS) bought 85K shares (~$1.0M) on the open market (8.9% of holdings). Open-market insider purchase — historically a bullish signal.

10% owner Conifer Management, L.L.C. (GPI) bought 30K shares (~$8.3M) on the open market (2.4% of holdings). Open-market insider purchase — historically a bullish signal.

Albemarle appointed Ragnar Udd (currently BHP Chief Commercial Officer) as President and CEO effective February 1, 2027, with a base salary of $1.3M, target AIP bonus of 135% of base ($1.755M), and $7.5M in 2027 LTI awards. Udd receives $1.4M make-whole cash bonus and $11M in make-whole equity awards to compensate for forfeited prior employer compensation. Incumbent CEO Kent Masters transitions to Executive Chair through the 2027 annual shareholder meeting. Both executives subject to 2-year post-employment non-compete, non-solicitation, and confidentiality restrictions covering lithium, specialty chemicals, and 14 specified countries.

Mama's Creations reported Q2 FY2027 revenue of $54.6M (+55% YoY), net income of $2.6M (+101% YoY), and adjusted EBITDA of $5.5M (+69% YoY). In July 2026, the company completed a public stock offering raising net proceeds of $108.6M (full underwriter option exercised), ending Q2 with cash of $138.6M vs. $20.0M at fiscal year-end January 2026. Operational wins include 12+ new retail placements (60%+ using chicken bottoms), Costco selection for second-half multi-vendor mailer (business grew from $0.5M four years ago to $25M last fiscal year), and first-ever Kroger launch with 4 items in 100+ Louisville stores. East Rutherford facility expansion officially opened.

Director KNIGHT LESTER B (AON) bought 20K shares (~$6.5M) on the open market (11% of holdings). Open-market insider purchase — historically a bullish signal.

Campbell's reported FY2026 net sales of $9.7B (down 5% YoY) and adjusted EPS of $2.17 (down 27%). The company announced a dividend reset from $0.39 to $0.25 per share quarterly ($1.56 to $1.00 annualized)—a 36% cut—to accelerate debt reduction. Additionally, it launched a new $500M cost-savings program by fiscal 2030, supplementing the prior $375M program ($225M achieved to date). FY2027 guidance: net sales declining 4–2% organically; adjusted EPS of $1.65–$1.80 (down 24–17%). Major impairments of $117M on Cape Cod and Kettle Brand trademarks in Q4.

Duluth Holdings reported Q2 2026 net income of $18.4M (vs. $1.3M prior year), including $16.3M in tariff refunds. Inventory decreased $22.9M (15.5%). The company raised FY2026 Adjusted EBITDA guidance to $38–$42M from $28–$32M, reflecting operational gains (490 bps gross margin expansion ex-tariffs) and tariff benefits. Net liquidity stands at $96.1M with zero debt on its $70M ABL facility.

On September 2, 2026, GT Biopharma's Board eliminated all outstanding Series A through K Preferred Stock (11 series total) via Certificates of Elimination filed with Delaware. Simultaneously, the company executed a 25-to-1 reverse stock split of Common Stock, reducing authorized Common shares from 625M to 25M post-split, while authorized Preferred shares were set at 1.5M. No dollar amounts, share counts, or preferred holder information disclosed. Effective date: September 8, 2026.

American Outdoor Brands reported Q1 FY2027 (ended July 31, 2026) net sales of $37.3M, up $7.6M or 25.4% YoY; unadjusted for a $6.0M retailer acceleration, organic growth was 4.3%. Gross margin expanded 630 basis points to 53.0%. GAAP net loss improved to $1.5M (−$0.12/share) from $6.8M loss (−$0.54/share) YoY. Non-GAAP Adjusted EBITDA swung to $1.2M (+3.1% margin) from −$3.1M loss. Management raised full-year Adjusted EBITDA guidance to $14.5–17.5M (from prior $12.0–15.0M implied) and maintained net sales guidance of $200–210M.

Concrete Pumping reported Q3 FY2026 revenue of $116.8M (+13% YoY), Adjusted EBITDA of $30.4M (+13% YoY), and net income of $4.9M (+33% YoY). The company initiated a quarterly cash dividend of $0.13/share (~$6.5M annualized at ~50M shares) and raised full-year FY2026 guidance: revenue to $425–$435M (from $410–$425M), Adjusted EBITDA to $103–$108M (from $98–$105M), and free cash flow to ~$50M (from ~$45M). The board extended the share repurchase program to November 30, 2028, with $11.9M remaining authorization. Leverage improved to 3.6x from 3.8x. No material counterparties or M&A announcements; the prior Templant acquisition (U.K.) contributed $3.1M in Q3 revenue.

Pro-Dex reported fiscal 2026 full-year net sales of $77.5M (up $10.9M or 16% YoY) and net income of $13.7M (up $4.7M or 52% YoY), driven by $15.3M incremental revenue from largest customer's next-generation orthopedic handpiece (offset by $6.0M repair revenue decline). Acquired Advanced Precision Machining (APM) on February 9, 2026 for approximately $6.5M net cash; APM contributed $718K revenue and materially improved gross margin to 31% (from 29%). Gross profit increased $4.8M to $24.3M; operating expenses rose $2.5M to $11.3M, including $500K consulting fees to APM founder and $349K allowance for receivables.