SEPTInvestingStart Free
Stocks/REF/SEC Filings/8-K Nov 5, 2026

REF 8-K: Guidance raise

Reformation Inc.

Filed with the SEC on Nov 5, 2026 · accession 0001628280-26-071092

REF filed a 8-K (current report) with the SEC on Nov 5, 2026. Reformation Inc. reported Q3 FY2026 results with net revenue up 19.1% to $173.6 million and raised its full-year fiscal 2026 net revenue growth outlook to approximately 20-21% and adjusted EBITDA margin outlook to approximately 14.2%. The stock moved -8.5% by the first close after the filing.

Summary of the filing

Reformation Inc. reported Q3 FY2026 results with net revenue up 19.1% to $173.6 million and raised its full-year fiscal 2026 net revenue growth outlook to approximately 20-21% and adjusted EBITDA margin outlook to approximately 14.2%. The company also reported a net loss of $(1.1) million due to IPO-related tax impacts, while adjusted EBITDA grew 64.2% to $23.1 million.

For details, click here →How to read a 8-K →

Key details

Q3 FY2026 net revenue$173.6M
Q3 FY2026 adjusted EBITDA$23.1M
Q3 FY2026 net loss-$1.1M
Full year FY2026 net revenue guidance low$610.0M
Full year FY2026 net revenue guidance high$612.0M
IssuerReformation Inc.
Chief executive officerHali Borenstein

How REF stock reacted

Close before

$18.41

Nov 4, 2026

First close after

-8.47%

$16.85

5 trading days

—

Since filing

-10.81%

$16.42

✦ Ask GOAX AI about this filing — what it means for REF, what changed since its last filings and what to watch next.

Try it free for 7 days

🔔 Want to stay updated on new SEC filings for REF?

Click here

Frequently asked questions

What did REF file with the SEC on Nov 5, 2026?

REF filed a 8-K (Guidance raise). Reformation Inc. reported Q3 FY2026 results with net revenue up 19.1% to $173.6 million and raised its full-year fiscal 2026 net revenue growth outlook to approximately 20-21% and adjusted EBITDA margin outlook to approximately 14.2%. The company also reported a net loss of $(1.1) million due to IPO-related tax impacts, while adjusted EBITDA grew 64.2% to $23.1 million.

What does a guidance raise mean for REF stock?

Guidance is the company’s own forecast. Investors price stocks on the future, so a raise or cut often moves the stock more than the past quarter’s numbers.

How do I read a 8-K?

A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more. The "Item" number tells you the topic (e.g. 2.02 results, 5.02 executive change, 1.01 new agreement, 1.03 bankruptcy). Exhibits (99.1 press release) usually hold the details.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A 8-K (current report): A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more.

How did REF stock react to this filing?

REF closed at $18.41 before the filing and $16.85 on Nov 5, 2026 (-8.47%).

Get alerts when REF files with the SEC, plus live charts, key levels and news for 13,000+ stocks.

Try SEPT free for 7 days
REF overviewREF analysisREF newsLatest SEC filings
Source: SEC EDGAR filing 0001628280-26-071092. The summary and key details are extracted by SEPT from the filing and may contain errors. Price reaction uses daily closing prices. Not financial advice.