73 material Form 8-K filings that 66 companies we cover made with the SEC in January 2024, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
EZCORP reported results for the quarter ended December 31, 2023, showing higher revenue, net income and diluted earnings per share from a year earlier. Net income rose to $28.5 million from $16.8 million, and diluted EPS was $0.36 versus $0.25, which points to improved profitability for shareholders. The company will hold an earnings call on February 1, 2024.
Total revenues rose to $300.0 million from $264.3 million, up 13%.
Net income was $28.5 million versus $16.8 million; diluted EPS was $0.36 versus $0.25.
Pawn loans outstanding rose 16% to $243.3 million.
Earnings conference call is scheduled for February 1, 2024, at 8:00 am Central Time.
Aflac reported fourth quarter 2023 net earnings of $268 million, or $0.46 per diluted share, up from $196 million a year earlier, while total revenues fell 4.3% to $3.8 billion. Adjusted earnings declined 10.4% to $732 million, and the company reported full year 2023 net earnings of $4.7 billion, or $7.78 per diluted share, against $4.4 billion in 2022. The board declared a first quarter dividend of $0.50 per share, a 19% increase, and the company repurchased $700 million of its shares in the fourth quarter.
Q4 2023 net earnings were $268 million, or $0.46 per diluted share, versus $196 million, or $0.31, a year earlier; adjusted earnings were $732 million, down 10.4%
Full year 2023 total revenues fell 2.3% to $18.7 billion; full year adjusted earnings per diluted share rose 9.9% to $6.23
First quarter 2024 dividend declared at $0.50 per share, payable March 1, 2024, to holders of record on February 21, 2024
Fourth quarter share repurchases totaled $700 million for 8.7 million shares; 77.7 million shares remained authorized at year end
Digi International reported first fiscal quarter 2024 revenue of $106 million, down 3% from a year earlier, and a GAAP net loss of $0.08 per diluted share, compared with net income of $0.16 per share in the prior-year quarter. The loss reflects a one-time $10 million debt issuance cost write-off, while adjusted net income per diluted share was flat at $0.48 and the company left its fiscal 2024 outlook unchanged.
Revenue was $106 million, down 3%; gross profit margin rose 130 basis points to 57.6%.
Net loss per diluted share was $0.08, including a $0.26 impact from a term loan debt issuance cost write-off, versus net income of $0.16 a year earlier.
Adjusted net income per diluted share was $0.48, flat year over year; Adjusted EBITDA was $23 million, flat.
For the second fiscal quarter, revenue is estimated at $105 million to $109 million; fiscal 2024 outlook is unchanged.
John B. Sanfilippo & Son reported fiscal 2024 second-quarter results for the quarter ended December 28, 2023. Net sales rose 6.2% to $291.2 million and diluted EPS rose 13.1% to $1.64, with the September 2023 Lakeville Acquisition contributing about $28.7 million of net sales. Excluding the acquisition, net sales fell 4.3% on a 2.6% decline in sales volume, so shareholders are seeing growth driven mainly by the acquisition.
Net sales increased $16.9 million, or 6.2%, to $291.2 million; excluding the Lakeville Acquisition, net sales decreased $11.8 million, or 4.3%
Diluted EPS increased 13.1% to $1.64; six-month diluted EPS increased 12.9% to $3.15
Lakeville Acquisition, completed September 29, 2023, contributed approximately $28.7 million of net sales in the quarter
A one-time $2.2 million bargain purchase gain reduced operating expenses in the quarter
MGIC Investment Corporation reported fourth-quarter 2023 net income of $184.5 million, or $0.66 per diluted share, up from $0.64 a year earlier, though dollar net income fell from $191.4 million. For the full year, net income was $712.9 million, or $2.49 per diluted share, down from $865.3 million, or $2.79, in 2022. Shareholders get a mixed picture: per-share profit rose in the quarter, while annual profit and total revenues declined.
Q4 2023 net income $184.5 million or $0.66 per diluted share, versus $191.4 million or $0.64 in Q4 2022
Full-year 2023 net income $712.9 million or $2.49 per diluted share, versus $865.3 million or $2.79 in 2022
Q4 2023 total revenues $284.0 million, versus $292.3 million in Q4 2022
Repurchased 7.0 million shares in Q4 2023 at an average cost of $17.57; declared a $0.115 dividend payable March 5, 2024
M/I Homes reported fourth-quarter and full-year 2023 results on January 31, 2024. Revenue and profit fell in both periods: fourth-quarter net income dropped 19% to $105.3 million, and full-year net income declined to $465.4 million from $490.7 million, even though new contracts rose 20% for the year.
Q4 2023 revenue was $972.6 million, down 20%; diluted EPS was $3.66 versus $4.65 a year earlier.
Full-year 2023 revenue was $4.0 billion, a 2% decrease; net income was $465.4 million ($16.21 per diluted share) versus $490.7 million ($17.24) in 2022.
Full-year new contracts rose 20% to 7,977, while homes delivered fell 3% to 8,112.
Shareholders' equity reached $2.5 billion at December 31, 2023, with a homebuilding debt to capital ratio of 22%.
Nasdaq reported fourth-quarter and full-year 2023 results, with net revenues up 23% in the quarter to $1.1 billion, driven largely by the Adenza acquisition, which closed on November 1, 2023. GAAP diluted EPS fell 25% in the quarter to $0.36, while non-GAAP diluted EPS rose 12.5% to $0.72, so shareholders see revenue growth alongside lower reported profit per share. The company also initiated 2024 non-GAAP operating expense guidance of $2,105 million to $2,185 million and declared a quarterly cash dividend.
Q4 2023 net revenues were $1,117 million, up 23% year over year, with 7% organic growth.
Q4 2023 GAAP diluted EPS was $0.36, down 25%; non-GAAP diluted EPS was $0.72, up 12.5%.
Full-year 2023 net revenues were $3.9 billion, up 9%, and GAAP diluted EPS was $2.08, down 8%.
2024 non-GAAP operating expense guidance is $2,105 million to $2,185 million.
Extreme Networks reported fiscal second-quarter 2024 results for the quarter ended December 31, 2023, with revenue of $296.4 million, down 6.9% year-over-year, and GAAP diluted EPS of $0.03 versus $0.13 a year earlier. The company guided fiscal third-quarter revenue to $200.0 million to $210.0 million with a non-GAAP loss per share of $(0.22) to $(0.17), and said distributors and partners have lowered inventory purchases, which it expects to accelerate in the third quarter.
Q2 revenue $296.4 million, down from $318.3 million a year earlier; SaaS ARR $158.0 million, up 37.4%
Q2 GAAP diluted EPS $0.03 vs. $0.13 prior year; non-GAAP diluted EPS $0.24 vs. $0.27
Q3 fiscal 2024 guidance (quarter ending March 31, 2024): revenue $200.0 million to $210.0 million; non-GAAP EPS $(0.22) to $(0.17)
Q4 fiscal 2024 revenue target $265.0 million to $275.0 million
Evercore reported fourth-quarter 2023 U.S. GAAP net revenues of $784.2 million, down from $831.3 million a year earlier, and diluted EPS of $2.03 versus $3.44. For full year 2023, net revenues fell 12% to $2.4 billion and diluted EPS was $6.37 versus $11.61, with advisory fees down 18% as revenue from large transactions declined. The board also declared a quarterly dividend of $0.76 per share, payable March 8, 2024.
Q4 2023 GAAP net revenues $784.2 million vs $831.3 million in Q4 2022; Q4 diluted EPS $2.03 vs $3.44
Full year 2023 GAAP net revenues $2.4 billion, down 12%; full year diluted EPS $6.37 vs $11.61
Advisory fees fell $44.6 million (6%) in Q4 and $429.1 million (18%) for the full year
Quarterly dividend of $0.76 per share, payable March 8, 2024 to holders of record on February 23, 2024
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.