188 material Form 8-K filings that 175 companies we cover made with the SEC in April 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).
Antero Midstream reported first quarter 2024 results for the period ended March 31, 2024, with net income of $104 million, or $0.21 per diluted share, a 17% per-share increase from the prior year quarter. Adjusted EBITDA rose 10% to $265 million, and free cash flow after dividends was $74 million, up 62%, while leverage fell to 3.1x from 3.3x at year-end 2023. The company said it continues to expect to reach its 3.0x leverage target in 2024.
Net income was a company record $104 million, or $0.21 per diluted share, versus $86.5 million and $0.18 a year earlier.
Revenue was $279 million, up from $259 million in the prior year quarter, and Adjusted EBITDA was $265 million, up 10%.
Free cash flow after dividends was $74 million, up 62%, and leverage declined to 3.1x as of March 31, 2024.
Management continues to expect to achieve its 3.0x leverage target in 2024; a conference call is set for April 25, 2024 at 10:00 am MT.
Tyler Technologies reported first-quarter 2024 total revenue of $512.4 million, up 8.6%, and GAAP net income of $54.2 million, or $1.26 per diluted share, up from $0.73. The company also revised its full-year 2024 guidance, but the filing does not state the prior guidance, so the direction of the change is not clear from this document. Free cash flow fell 10.1% to $57.2 million.
Total revenues were $512.4 million, up 8.6%; SaaS revenues grew 22.0% to $148.8 million.
GAAP diluted EPS was $1.26 versus $0.73 a year earlier; non-GAAP diluted EPS was $2.20 versus $1.76.
Free cash flow was $57.2 million, down 10.1% from $63.6 million.
2024 guidance: total revenues of $2.110 billion to $2.140 billion and GAAP diluted EPS of $5.27 to $5.47.
Goosehead Insurance reported first-quarter 2024 revenue of $64.5 million, up 11%, and swung to net income of $1.8 million from a net loss of $0.2 million a year earlier. The company also announced a $100 million share repurchase authorization through March 2025 and revised its full-year 2024 outlook, which now calls for total revenues of $290 million to $310 million.
Q1 2024 total revenues were $64.5 million, up 11% from the prior-year period; Core Revenue rose 13% to $58.8 million.
Net income was $1.8 million versus a net loss of $0.2 million a year earlier; basic EPS was $0.07.
Adjusted EBITDA rose to $11.7 million from $10.2 million, with the margin flat at 18%.
The board approved a $100 million share repurchase authorization through March 2025; 2024 total revenue guidance is $290 million to $310 million.
Chemed reported first-quarter 2024 revenue of $589.2 million, up 5.2%, and GAAP diluted EPS of $4.24, up 18.4%, with VITAS driving the gains while Roto-Rooter revenue fell 5.8%. The company reiterated its full-year 2024 adjusted EPS guidance range of $23.30 to $23.70 and said it will provide updated guidance with its June 30, 2024 results.
Consolidated revenue rose 5.2% to $589.2 million; adjusted diluted EPS was $5.20, up 21.5%.
VITAS net patient revenue rose 14.0% to $354.0 million, and its adjusted EBITDA excluding Medicare Cap rose 67.2% to $60.7 million.
Roto-Rooter revenue fell 5.8% to $235.2 million, and its adjusted EBITDA declined 15.6%.
Full-year 2024 adjusted EPS guidance of $23.30 to $23.70 was reiterated; cash and equivalents were $313.4 million at March 31, 2024, with no debt.
St. Joe reported first quarter 2024 results with revenue up 20% to $87.8 million and net income attributable to the Company up 34% to $13.9 million, or $0.24 per share. The board also declared a quarterly dividend of $0.12 per share, payable June 13, 2024, to holders of record on May 15, 2024, while real estate revenue fell 7%.
Revenue rose 20% to $87.8 million; hospitality revenue rose 60% to $39.3 million
Net income attributable to the Company rose 34% to $13.9 million, or $0.24 per share, versus $10.4 million, or $0.18, a year earlier
Quarterly dividend of $0.12 per share payable June 13, 2024, to shareholders of record May 15, 2024
Total real estate revenue fell 7% to $34.2 million; 216 homesites sold at an average base price of about $117,000
Old Dominion Freight Line reported first-quarter 2024 revenue of $1.46 billion, up 1.2% from a year earlier, and diluted earnings per share of $1.34, up 3.9%. Operating ratio rose slightly to 73.5% from 73.4%, as higher depreciation offset gains in yield. Prior-period per-share data was adjusted for the company's March 2024 two-for-one stock split.
Total revenue was $1,460.1 million versus $1,442.1 million in Q1 2023, up 1.2%.
Net income was $292.3 million, up 2.5%; diluted weighted average shares fell 1.2% to 218.8 million.
LTL revenue per hundredweight rose 4.1%, while LTL tons per day fell 3.2%.
Cash and cash equivalents were $581.0 million at March 31, 2024; share repurchases totaled $85.3 million in the quarter.
Capitol Federal Financial reported net income of $13.8 million, or $0.11 per share, for the quarter ended March 31, 2024, up from $2.5 million, or $0.02 per share, in the prior quarter. The prior quarter included a $13.3 million securities strategy loss, and the company also announced a $0.085 per share quarterly dividend payable May 17, 2024. For the six months, net income fell to $16.3 million from $30.4 million, mainly because of that securities loss and lower net interest income.
Quarter ended March 31, 2024: net income $13.8 million, $0.11 per share, versus $2.5 million, $0.02 per share, in the quarter ended December 31, 2023
Prior quarter included $13.3 million ($10.0 million net of tax) in net losses from the securities strategy; net interest margin rose to 1.82% from 1.71%
Six months ended March 31, 2024: net income $16.3 million, $0.12 per share, versus $30.4 million, $0.23 per share a year earlier
Quarterly cash dividend of $0.085 per share, payable May 17, 2024, to stockholders of record on May 3, 2024
M/I Homes reported first-quarter 2024 results for the three months ended March 31, with revenue up 5% to $1.05 billion and net income up 34% to $138.1 million, or $4.78 per diluted share, all described by the company as first-quarter records. Shareholders' equity rose 21% from a year earlier to $2.6 billion, and new contracts increased 17%, which points to continued demand for its homes.
Net income rose 34% to $138.1 million, or $4.78 per diluted share, versus $3.64 a year earlier
Revenue rose 5% to $1.05 billion; homes delivered rose 8% to 2,158
New contracts rose 17% to 2,547; cancellation rate fell to 8% from 13%
Shareholders' equity reached $2.6 billion, or $95.09 book value per share, at March 31, 2024
Wabtec reported first-quarter 2024 sales of $2.50 billion, up 13.8%, and adjusted earnings of $1.89 per diluted share, up 47.7%. The company raised its 2024 adjusted earnings guidance to $7.00 to $7.40 per share from $6.50 to $6.90, which points to a higher earnings outlook for shareholders.
Q1 2024 GAAP EPS was $1.53, up 64.5%; adjusted EPS was $1.89, up 47.7%
Freight segment sales rose 17.2% to $1.82 billion; Transit segment sales rose 5.5% to $673 million
2024 sales guidance is $10.25 billion to $10.55 billion; adjusted EPS guidance is $7.00 to $7.40
The company returned $211 million to shareholders through buybacks and dividends in the quarter
Healthcare Services Group reported first-quarter 2024 results on April 24, 2024. Revenue rose to $423.4 million from $417.2 million, net income rose to $15.3 million from $11.7 million, and diluted EPS was $0.21 versus $0.16 a year earlier. The company reiterated its 2024 adjusted cash flow range of $40.0 million to $55.0 million, but said the February Change Healthcare cyberattack disrupted customer collections during the quarter.
Revenue of $423.4 million compared with $417.2 million in the first quarter of 2023
Net income of $15.3 million and diluted EPS of $0.21, versus $11.7 million and $0.16 a year earlier
Cash flows used in operating activities were $26.0 million for the quarter
2024 adjusted cash flow from operations range of $40.0 million to $55.0 million reiterated
Stifel Financial reported first quarter 2024 net revenues of $1.2 billion, up from $1.1 billion a year earlier, and GAAP net income available to common shareholders of $154.3 million, or $1.40 per diluted share, compared with $1.28 a year ago. Non-GAAP diluted EPS was $1.49, and the company repurchased $159.3 million of its common stock during the quarter.
Net revenues of $1,163.0 million, up 5.1% from $1,106.8 million in Q1 2023
GAAP diluted EPS of $1.40 vs $1.28 a year ago (up 9.4%); non-GAAP diluted EPS of $1.49 vs $1.40
GAAP pre-tax margin of 18.8% vs 19.0%; non-GAAP pre-tax margin of 19.8% vs 20.5%
Quarterly common dividend of $0.42 per share, up from $0.36; $159.3 million of stock repurchased
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.