In the filings: Micron and Workday report results; Tesla signs a major agreement
The 8-Ks from big US companies that said something, from results to deals to executive exits, quoted straight from EDGAR.
The short version
- 16 8-Ks from $10B+ companies, 28–30 Sep.
- MU: reported results of operations.
- WDAY: reported results of operations and disclosed exit or restructuring costs.
- JBL: reported results of operations.
Between 28 and 30 September, companies worth $10 billion or more filed 16 current reports (8-Ks) that we pulled from SEC EDGAR. An 8-K is how a public company tells investors that something material has happened, within four business days. Most are routine. These are the ones with real content, quoted directly from the filings.
Micron (MU)
In an 8-K filed Wednesday, 30 September, Micron reported results of operations. The stock closed Wednesday at $1,065.11 (+0.00%). Read the filing.
“• Revenue of $54.23 billion versus $41.46 billion for the prior quarter and $11.32 billion for the same period last year.”Workday (WDAY)
In an 8-K filed Tuesday, 29 September, Workday reported results of operations and disclosed exit or restructuring costs. Read the filing.
“Workday, Inc. (“Workday”) is reiterating its fiscal 2027 third quarter and full-year financial guidance provided on its fiscal 2027 second quarter earnings call on August 27, 2026, with the exception of GAAP operating margin.”Jabil (JBL)
In an 8-K filed Wednesday, 30 September, Jabil reported results of operations. The stock closed Wednesday at $286.86 (-10.03%). Read the filing.
““We delivered a fourth quarter that exceeded our expectations, closing an exceptional fiscal 2026 in which we grew revenue 21%, expanded core operating margin 40 basis points and generated more than $1.5 billion in adjusted free cash flow,” said CEO Mike Dastoor. “Our teams supported significant growth in AI infrastructure, delivered strong performance across several other end markets and brought critical new capacity online.”Tesla (TSLA)
In an 8-K filed Tuesday, 29 September, Tesla signed a material agreement, ended a material agreement and took on a new debt obligation. The stock closed Wednesday at $354.81 (+0.56%). Read the filing.
“On September 29, 2026, Tesla, Inc. (“ Tesla ”) entered into the following credit agreements: • $20.0 billion senior unsecured three-year delayed draw term loan facility (the “ Term Loan Facility ”) pursuant to a Delayed Draw Term Loan Credit Agreement, dated as of September 29, 2026 (the “ DDTL Credit Agreement ”), by and among Tesla, as borrower, Citibank, N.A. (“ Citi ”), as administrative agent, and the lenders and other agents party thereto. • $8.0 billion senior unsecured five-year revolvin”Sherwin-Williams (The) (SHW)
In an 8-K filed Tuesday, 29 September, Sherwin-Williams (The) signed a material agreement, ended a material agreement, took on a new debt obligation and disclosed another material event. Read the filing.
“On September 24, 2026, The Sherwin-Williams Company (“Sherwin-Williams”) entered into a new 364-day senior unsecured Term Loan Credit Agreement (the “New Credit Agreement”) with the lenders party thereto and Citibank, N.A., as administrative agent (the “Administrative Agent”).”Transdigm (TDG)
In an 8-K filed Tuesday, 29 September, Transdigm signed a material agreement and took on a new debt obligation. Read the filing.
“Completed Financing Summary On September 28, 2026, TransDigm Inc. (the “Issuer”), a wholly-owned subsidiary of TransDigm Group Incorporated (“TransDigm Group”), completed the previously announced offering of $3,000 million of new 6.75% Senior Secured Notes maturing January 2035 (the “Notes”) at an issue price of 100.00% of the principal amount thereof.”Diamondback Energy (FANG)
In an 8-K filed Wednesday, 30 September, Diamondback Energy signed a material agreement and reported a director or officer change. Read the filing.
“Agreement On September 29, 2026, Diamondback Energy, Inc. (the “Company”) and SGF FANG Holdings, LP entered into the First Amendment (the “Amendment”) to the Stockholders Agreement, dated as of September 10, 2024 (as amended, supplemented or joined from time to time, the “Stockholders Agreement”).”Take-Two Interactive Software (TTWO)
In an 8-K filed Wednesday, 30 September, Take-Two Interactive Software signed a material agreement. Read the filing.
“On September 28, 2026, Take-Two Interactive Software, Inc. (the “Company”) and Microsoft Corporation (“Microsoft”) entered into a new long-term XBOX Publisher License Agreement (together with all exhibits, addendums and amendments thereto, the “Agreement”), with an effective date of September 17, 2026.”How to read an 8-K
Each 8-K lists numbered items. Item 2.02 means results were released, 5.02 means a director or officer changed, 1.01 means a material agreement was signed and 8.01 is a catch-all for other events. The press release, when there is one, is usually attached as Exhibit 99.1. Our 8-K explainer covers every item, and the filings page lists the newest ones as they land.
Figures: SEC EDGAR filings and daily index; Yahoo Finance prices. Prices are closing prices unless marked.
Stocks in this story
The daily filings brief
Before the US open: the movers, the SEC filings and the earnings that matter. Free, one short email per US trading day.
We only use your email to send the brief.