151 material Form 8-K filings that 136 companies we cover made with the SEC in February 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).
Ensign Group reported fourth-quarter and full-year 2023 results, with revenue up 23.3% for the year and adjusted diluted EPS up 15.2%. GAAP diluted EPS fell from the prior year because of litigation costs outside the ordinary course of business, and the company issued 2024 guidance calling for diluted EPS of $5.29 to $5.47 and revenue of $4.13 billion to $4.17 billion.
Full-year 2023 total revenue was $3.73 billion, up 23.3%; fourth-quarter revenue was $980.4 million, up 21.1%.
Full-year GAAP diluted EPS was $3.65 versus $3.95 in 2022; adjusted diluted EPS was $4.77, up 15.2%.
Fourth-quarter GAAP diluted EPS was $0.38 versus $1.06, including $58.8 million of litigation costs that the company excludes from adjusted results.
2024 guidance: diluted EPS of $5.29 to $5.47 and revenue of $4.13 billion to $4.17 billion.
SkyWest reported fourth-quarter 2023 net income of $18 million, or $0.42 per diluted share, compared with a net loss of $47 million a year earlier, as revenue rose 10% to $752 million. For full-year 2023, net income fell to $34 million, or $0.77 per diluted share, from $73 million, or $1.44, in 2022. Shareholders also saw the company repurchase $289 million of stock during 2023 and take a 25% stake in Contour Airlines.
Q4 2023 revenue was $752 million, up $71 million, or 10%, from $681 million in Q4 2022
Full-year 2023 net income was $34 million, or $0.77 per diluted share, versus $73 million, or $1.44, in 2022
SkyWest repurchased $45 million of stock in Q4 2023 and $289 million for the full year, with $91 million of authorization remaining
SkyWest acquired a 25% ownership stake in Contour Airlines, a Part 135 carrier
Illinois Tool Works reported fourth-quarter 2023 revenue of $4.0 billion, up 0.3% from a year earlier, and diluted EPS of $2.38, down from $2.95. For full year 2023, revenue rose 1% to $16.1 billion and diluted EPS was $9.74, versus $9.77 in 2022. The company also initiated 2024 GAAP EPS guidance of $10.00 to $10.40, which it says is a 5% increase at the midpoint.
Q4 2023 revenue was $3,983 million vs. $3,971 million in Q4 2022; organic revenue fell 0.5%.
Q4 2023 diluted EPS was $2.38 vs. $2.95 a year earlier, including a $0.04 impact from Argentina's currency devaluation.
Full year 2023 revenue was $16.1 billion, up 1%; diluted EPS of $9.74 rose 6% excluding 2022 divestiture gains of $0.60.
2024 guidance: GAAP EPS of $10.00 to $10.40, revenue growth of 2% to 4%, and planned share repurchases of about $1.5 billion.
MACOM reported fiscal first quarter 2024 revenue of $157.1 million, down 12.7% from a year earlier but up 4.5% from the prior quarter. GAAP net income was $12.5 million, or $0.17 per diluted share, compared with $29.5 million, or $0.41, a year earlier. For the fiscal second quarter ending March 29, 2024, the company expects revenue of $178 million to $184 million.
Revenue was $157.1 million, down from $180.1 million a year earlier and up from $150.4 million in the prior quarter
GAAP gross margin was 55.6%, compared with 61.3% a year earlier
Adjusted net income was $41.8 million, or $0.58 per diluted share, compared with $58.0 million, or $0.81, a year earlier
Outlook for the quarter ending March 29, 2024: revenue of $178 million to $184 million and adjusted earnings of $0.56 to $0.62 per diluted share
BrightSphere Investment Group (NYSE: BSIG), whose sole operating business is Acadian Asset Management, reported fourth-quarter 2023 results on February 1, 2024. U.S. GAAP diluted EPS fell 25.0% to $0.54 from $0.72 a year earlier, as operating expenses rose 27.8%, while total revenue grew 6.9% to $131.2 million and ENI diluted EPS rose to $0.77 from $0.67. The filing also declares a $0.01 quarterly dividend and reports $2.0 billion of net client outflows for the quarter.
Total revenue of $131.2 million, up 6.9% from $122.7 million in Q4 2022, mainly from higher management fees
U.S. GAAP net income attributable to controlling interests of $22.8 million, down from $30.4 million; operating expenses rose 27.8% to $95.6 million
Net client outflows of $(2.0) billion in Q4 2023; AUM of $103.7 billion at December 31, 2023
Quarterly dividend of $0.01 per share payable March 28, 2024 to holders of record as of March 15, 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.