278 material Form 8-K filings that 243 companies we cover made with the SEC in May 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).
UiPath reported first quarter fiscal 2025 revenue of $335 million, up 16% year-over-year, and annualized recurring revenue (ARR) of $1.508 billion, up 21%. The company also updated its fiscal 2025 guidance, citing increased deal scrutiny and longer sales cycles for large multi-year deals, and said CEO Rob Enslin is resigning effective June 1, 2024, with founder Daniel Dines returning as CEO.
Q1 fiscal 2025 revenue of $335 million, up 16% year-over-year; ARR of $1.508 billion, up 21%
GAAP operating loss of $49 million vs. $46 million a year earlier; net loss of $28.7 million vs. $31.9 million
Full-year fiscal 2025 revenue guidance of $1.405 billion to $1.410 billion; non-GAAP operating income of approximately $145 million
Rob Enslin resigns as CEO effective June 1, 2024; Daniel Dines re-appointed CEO effective the same date
Williams-Sonoma reported first-quarter 2024 net revenues of $1.66 billion, down from $1.76 billion a year earlier, with comparable brand revenue down 4.9%. Reported diluted EPS of $4.07 includes a $0.59 per share benefit from a $49 million out-of-period freight expense adjustment; without it, diluted EPS was $3.48, compared with $2.35 a year earlier. The company raised its fiscal 2024 operating margin outlook to 17.6% to 18.0% while reiterating its net revenue growth outlook of -3% to +3%.
Net revenues of $1.66 billion, down from $1.76 billion; comparable brand revenue -4.9%
Operating margin of 19.5% reported, or 16.6% without the out-of-period adjustment
Fiscal 2024 operating margin outlook raised to 17.6% to 18.0%; 17.0% to 17.4% without the adjustment
Returned $107 million to stockholders in the quarter, including $63 million in dividends
Take-Two reported fourth-quarter fiscal 2024 Net Bookings of $1.35 billion, down 3% from a year earlier, and a GAAP net loss of $2.90 billion, or $17.02 per share, driven largely by a $2.18 billion goodwill impairment. The company also gave initial fiscal 2025 guidance of $5.55 to $5.65 billion in Net Bookings and said the Grand Theft Auto VI window has narrowed to the fall of calendar 2025.
Q4 fiscal 2024 GAAP net revenue fell 3% to $1.40 billion; GAAP net loss was $2.90 billion, versus $610.3 million a year earlier
Fiscal 2024 Net Bookings rose 1% to $5.33 billion; GAAP net loss for the year was $3.74 billion, or $22.01 per share
Grand Theft Auto VI release window narrowed to Fall of Calendar 2025, from Calendar 2025, per the filing
DNOW reported first-quarter 2024 revenue of $563 million and diluted EPS of $0.19, down from $584 million and $0.28 in the year-earlier quarter. The company raised its full-year 2024 revenue outlook to mid-to-high single digit percentage growth and expects second-quarter revenue to rise 10% to 15% sequentially, while it completed the $185 million Whitco Supply acquisition and ended the quarter with no long-term debt.
Revenue was $563 million in Q1 2024, versus $584 million in Q1 2023.
Net income attributable to DNOW was $21 million, or $0.19 per diluted share, versus $31 million, or $0.28, a year earlier.
Full-year 2024 outlook raised to revenue growth in the mid-to-high single digit percentage range; second-quarter revenue expected to rise 10% to 15% sequentially.
Completed Whitco Supply acquisition for $185 million in cash; cash was $188 million and long-term debt was zero at March 31, 2024.
Metallus reported first-quarter 2024 net income of $24.0 million, or $0.52 per diluted share, up from $14.4 million, or $0.30, a year earlier, on net sales of $321.6 million, roughly flat year over year. The company expects second-quarter adjusted EBITDA to be lower than the first quarter's $43.4 million, and its board authorized an additional $100 million share repurchase program on May 6, 2024.
Q1 2024 net income $24.0 million ($0.52 diluted EPS) vs. $14.4 million ($0.30) in Q1 2023; adjusted EPS $0.56 vs. $0.44
Net sales $321.6 million, down 2% from $328.1 million in Q4 2023 and roughly flat vs. $323.5 million in Q1 2023
Second-quarter 2024 adjusted EBITDA expected to be lower than Q1's $43.4 million, with surcharge revenue per ton expected to decline
Board authorized an additional $100 million share repurchase on May 6, 2024; $132.1 million remains under authorizations
NETSCOUT reported fourth-quarter fiscal 2024 revenue of $203.4 million, down from $208.1 million a year earlier, and a GAAP net loss of $32.4 million, or $0.46 per share, which includes a $50.2 million non-cash goodwill impairment charge. Non-GAAP net income rose to $0.55 per share from $0.38, and the company guided fiscal 2025 revenue to $800 million to $830 million, described as flat to slightly down, with GAAP EPS of $0.58 to $0.82.
Q4 fiscal 2024 revenue was $203.4 million versus $208.1 million in Q4 fiscal 2023; GAAP net loss was $32.4 million, or $0.46 per share (diluted)
Full fiscal 2024 revenue was $829.5 million versus $914.5 million in fiscal 2023; GAAP net loss was $147.7 million, or $2.07 per share
Fiscal 2025 outlook: revenue of $800 million to $830 million; GAAP EPS of $0.58 to $0.82; non-GAAP EPS of $2.10 to $2.30
Voluntary Separation Program restructuring charges are estimated at $18 million to $22 million in fiscal 2025
STERIS reported fiscal 2024 fourth-quarter revenue up 10% to $1.5 billion and full-year revenue up 12% to $5.5 billion, and announced a targeted restructuring plan with approximately $100 million in pre-tax charges. The fourth-quarter U.S. GAAP result was a net loss of $1.4 million, or $0.01 per diluted share, compared with net income of $187.2 million a year earlier, as results were negatively impacted by a $206.4 million pre-tax loss tied to the Dental segment and $44.4 million of restructuring charges. The company expects fiscal 2025 adjusted earnings per diluted share of $9.05 to $9.25, compared with $8.20 in fiscal 2024.
Q4 fiscal 2024 revenue rose 10% to $1.5 billion; Q4 U.S. GAAP net loss was $1.4 million, or $0.01 per diluted share, versus net income of $187.2 million a year earlier.
Full-year fiscal 2024 U.S. GAAP EPS was $3.81, up from $1.07; adjusted EPS was $8.83, up from $8.20.
Restructuring plan carries about $100 million in pre-tax charges, with $44.4 million recorded in Q4 and the balance in fiscal 2025; about $50 million is non-cash.
Fiscal 2025 outlook calls for revenue from continuing operations to rise 6.5% to 7.5% and adjusted EPS of $9.05 to $9.25.
Crane NXT reported first-quarter 2024 net sales of $313.6 million, down 4.7% from a year earlier, with GAAP EPS of $0.66 versus $0.77 and Adjusted EPS of $0.85 versus $0.98. It completed the $270 million cash acquisition of OpSec Security on May 3, 2024, and raised full-year 2024 sales growth guidance to 5% to 8% from -1% to +3%, while reaffirming Adjusted EPS guidance of $4.10 to $4.35.
Q1 2024 net sales were $313.6 million, down $15.5 million or 4.7%; core sales fell 4.2%, mainly from lower volumes at Crane Payment Innovations.
GAAP EPS was $0.66 versus $0.77; Adjusted EPS was $0.85 versus $0.98.
Full-year 2024 sales growth guidance was raised to 5% to 8% from -1% to +3%, reflecting the OpSec acquisition; Adjusted EPS guidance of $4.10 to $4.35 was unchanged.
Quarterly dividend of $0.16 per share declared, payable June 12, 2024 to holders of record as of May 31, 2024.
Sunrun reported first-quarter 2024 revenue of $458.2 million, down 22% from a year earlier, as more customers chose subscription agreements that recognize revenue over time. Net loss attributable to common stockholders narrowed to $87.8 million, or $0.40 per share, from $240.4 million, or $1.12 per share, a year earlier. The company cut its full-year 2024 solar installation and value-generated guidance while reiterating its cash generation target, which matters to shareholders because the revenue decline and lower guidance weigh against the narrower loss.
Total revenue was $458.2 million, down $131.6 million or 22% from Q1 2023; customer agreements and incentives revenue rose 31% to $323.0 million.
Net loss attributable to common stockholders was $87.8 million, or $0.40 per share, versus $240.4 million, or $1.12 per share, in Q1 2023.
Full-year 2024 Solar Energy Capacity Installed guidance was cut to a 15% decline to flat growth, from -5% to +5%.
Cash Generation was negative $311 million in Q1; management reiterated a $200 million to $500 million annualized run-rate target for Q4 2024.
Griffon reported fiscal second-quarter 2024 revenue of $672.9 million, down 5% from the prior year, while net income was $64.1 million, or $1.28 per diluted share, compared with a net loss of $62.3 million a year earlier. The company raised its full-year 2024 segment EBITDA guidance to $555 million from $525 million and its revenue outlook to $2.65 billion from $2.6 billion, which would benefit shareholders if achieved.
Q2 revenue was $672.9 million, down 5% from $711.0 million in the prior year quarter.
Net income was $64.1 million, or $1.28 per diluted share, versus a net loss of $62.3 million, or $1.17 per share, a year earlier.
Adjusted earnings per share were $1.35, compared with $1.21 in the prior year quarter.
2024 outlook: segment adjusted EBITDA raised to $555 million from $525 million; revenue raised to $2.65 billion from $2.6 billion.
Reynolds Consumer Products reported first-quarter 2024 net income of $49 million, up from $17 million a year earlier, and diluted EPS of $0.23 versus $0.08. Net revenues fell 5% to $833 million from $874 million, and the company raised its full-year 2024 net income outlook while reiterating its net revenue and Adjusted EBITDA outlook. Shareholders get higher profit and a higher net income outlook, but revenue is declining and the second-quarter revenue outlook is below the prior-year level.
Q1 2024 net revenues were $833 million vs. $874 million in Q1 2023; retail net revenues fell 3% to $794 million.
Q1 net income was $49 million vs. $17 million; Adjusted EBITDA was $122 million vs. $82 million.
Full-year 2024 net income outlook raised to $341 million to $357 million from $331 million to $347 million; EPS outlook raised to $1.62 to $1.70 from $1.57 to $1.65.
Board approved a quarterly dividend of $0.23 per share, payable May 31, 2024, to holders of record as of May 17, 2024.
Cirrus Logic reported fiscal fourth-quarter 2024 revenue of $371.8 million, above the top end of its guidance range, and GAAP earnings per share of $0.81 compared with a loss of $0.97 a year earlier. Revenue fell 40 percent from the prior quarter, and the company guided June quarter revenue to $290 million to $350 million, which is down 14 percent sequentially at the midpoint.
Q4 FY24 revenue of $371.8 million, down 40 percent quarter over quarter and approximately flat year over year
Q4 GAAP diluted EPS of $0.81 versus a loss of $0.97 a year earlier; non-GAAP EPS of $1.24 versus $0.92
FY24 revenue of $1.79 billion, down six percent; GAAP EPS of $4.90 versus $3.09
Q1 FY25 guidance: revenue of $290 million to $350 million and GAAP gross margin of 49 to 51 percent
AECOM reported second-quarter fiscal 2024 results for the quarter ended March 31, 2024, with revenue up 13% to $3.9 billion, while net income from continuing operations fell 6% to $111 million and diluted EPS fell 4% to $0.81 as reported. The company raised its fiscal 2024 adjusted EBITDA guidance, which matters to shareholders because it signals management's confidence in the full year despite a $103 million loss from discontinued operations.
Revenue rose 13% to $3.9 billion; net service revenue rose 8% to $1.8 billion.
Fiscal 2024 adjusted EBITDA guidance raised to between $1,070 million and $1,105 million; adjusted EPS guidance is $4.35 to $4.55.
As-reported diluted EPS fell 4% to $0.81; a $103 million loss related to the 2021 civil construction business sale was recorded in discontinued operations.
The company returned $145 million to shareholders in the first half of fiscal 2024 through share repurchases and dividends.
Interface reported first-quarter 2024 net sales of $289.7 million, down 2.0% from a year earlier, while GAAP and adjusted earnings per share rose to $0.24 from a GAAP loss of $0.01 a year earlier. The company raised its full-year 2024 net sales guidance to $1.29 billion to $1.31 billion, which matters to shareholders because it signals management's updated view of the year's top line.
Q1 2024 net sales were $289.7 million, down 2.0% from $295.8 million; currency neutral orders rose 5.1%.
GAAP net income was $14.2 million, or $0.24 per diluted share, versus a GAAP net loss of $0.7 million, or $0.01 per share, in Q1 2023.
Gross profit margin was 38.1%, up 569 basis points year-over-year, driven mainly by input cost deflation and higher prices.
Full-year 2024 net sales guidance is $1.29 billion to $1.31 billion; Q2 2024 net sales guidance is $335 million to $345 million.
XPEL reported first-quarter 2024 results for the three months ended March 31, with revenue up 5.0% to $90.1 million but net income down 41.7% to $6.7 million. The company cut its annual revenue growth projection to 8-10% from 15%, and management attributed the weakness mainly to slower US aftermarket demand, port delays, and lower China sales. Shareholders face weaker profitability and a lower growth outlook, though management said April showed some momentum.
Revenue rose 5.0% to $90.1 million; net income fell 41.7% to $6.7 million, or $0.24 per diluted share, versus $0.41 a year earlier
About $1.6 million of annual dealer conference costs fell in Q1 2024, versus Q2 in 2023; normalized net income would have declined 30.7%
2024 annual revenue growth projection revised to 8-10% from 15%; China revenue fell 78.2% to $1.5 million
Cummins reported first-quarter 2024 revenue of $8.4 billion, down 1% from a year earlier, while net income attributable to Cummins rose to $2.0 billion, mainly because of a $1.3 billion non-taxable gain from the March 18 divestiture of its remaining Atmus stake. The company raised its 2024 EBITDA guidance to 14.5% to 15.5% of sales but left its revenue decline forecast of 2% to 5% unchanged, and EBITDA excluding special items fell to $1.3 billion from $1.4 billion.
Q1 revenue was $8.4 billion, down 1% from Q1 2023; diluted EPS was $14.03 versus $5.55 a year earlier.
The results include a $1.3 billion gain ($9.08 per diluted share) from the Atmus separation and $29 million of restructuring expenses.
EBITDA excluding special items was $1.3 billion, or 15.5% of sales, compared with $1.4 billion, or 16.3%, in Q1 2023.
2024 guidance: revenue to fall 2% to 5% (unchanged), and EBITDA raised to 14.5% to 15.5% of sales from 14.4% to 15.4%.
Cognex reported first-quarter 2024 revenue of $211 million, up 5% from a year earlier, but operating income fell 36% to $14 million and net income per diluted share fell to $0.07 from $0.15. The company also named Dennis Fehr chief financial officer effective May 3, 2024, and expects second-quarter revenue of $230 million to $245 million.
Q1 2024 revenue was $211 million, up 5% from Q1 2023; excluding the Moritex acquisition and currency effects, revenue declined 3%.
GAAP net income per diluted share was $0.07 versus $0.15 a year earlier; adjusted EPS was $0.11 versus $0.13.
Q2 2024 revenue is expected to be between $230 million and $245 million.
Dennis Fehr was appointed Senior Vice President of Finance and Chief Financial Officer, effective May 3, 2024, succeeding Laura MacDonald as principal financial officer.
First Solar reported first quarter 2024 net sales of $794 million and diluted EPS of $2.20, down from the fourth quarter of 2023 but up sharply from a year earlier. The company kept its full-year 2024 net sales, gross margin, operating income and EPS guidance unchanged, but cut its expected year-end net cash balance to $600 million to $900 million and raised its capital expenditure forecast to $1.8 billion to $2.0 billion.
Q1 2024 net sales of $794 million, down $0.4 billion from the prior quarter and up from $548 million in Q1 2023
Diluted EPS of $2.20 versus $3.25 in Q4 2023 and $0.40 in Q1 2023; net income of $236.6 million
2024 guidance: net sales $4.4 billion to $4.6 billion and EPS $13.00 to $14.00 unchanged; net cash balance lowered to $600 million to $900 million from $0.9 billion to $1.2 billion
Capital expenditure guidance raised to $1.8 billion to $2.0 billion from $1.7 billion to $1.9 billion; cash less debt fell to $1.4 billion from $1.6 billion
Glaukos reported first quarter 2024 net sales of $85.6 million, up 16% from $73.9 million a year earlier, and raised its full-year 2024 net sales guidance to $357 million to $365 million from $350 million to $360 million. The GAAP net loss widened to $40.8 million, or $0.82 per share, from $34.6 million, or $0.72 per share, in the same period of 2023, including an $11.7 million acquired in-process R&D charge that the company excluded from its non-GAAP results.
Q1 2024 net sales were $85.6 million, up 16% on both a reported and constant currency basis.
GAAP net loss was $40.8 million, or $(0.82) per diluted share, versus $34.6 million, or $(0.72), in Q1 2023.
Non-GAAP net loss was $34.6 million, or $(0.70) per diluted share, including an $11.7 million acquired in-process R&D charge.
Cash, cash equivalents, short-term investments and restricted cash were about $278.7 million as of March 31, 2024, versus $301.3 million at December 31, 2023.
Kulicke & Soffa reported fiscal second-quarter 2024 net revenue of $172.1 million, down 0.5% from a year earlier, and a net loss of $102.7 million, or $(1.83) per diluted share, compared with net income of $15.0 million a year earlier. The loss reflects pre-tax charges tied to the cancellation of Project W, and the company expects third-quarter net revenue of about $180 million with GAAP diluted EPS of about $0.17.
Net revenue of $172.1 million, down 0.5% from $173.0 million in the same quarter last year.
Net loss of $102.7 million, or $(1.83) per diluted share; non-GAAP net loss was $53.2 million, or $(0.95) per share.
Pre-tax charges related to Project W totaled $105.5 million, including a $44.5 million impairment charge.
Third-quarter fiscal 2024 outlook: net revenue of about $180 million +/- $10 million and GAAP diluted EPS of about $0.17 +/- 10%.
Gates Industrial reported first-quarter 2024 net sales of $862.6 million, down 3.9% from a year earlier, while net income attributable to shareholders rose to $40.0 million, or $0.15 per diluted share, from $26.4 million, or $0.09. The company raised its full-year 2024 Adjusted EBITDA guidance to $745 million to $805 million from $725 million to $785 million, which matters to shareholders because it signals stronger expected profitability despite softer sales.
Q1 2024 net sales were $862.6 million, down 3.9%, with a core revenue decline of 3.6%.
Adjusted EBITDA rose to $195.6 million from $174.5 million, and the margin widened to 22.7% from 19.4%.
Adjusted EPS was $0.31 versus $0.25 a year earlier, despite a higher effective tax rate.
Full-year 2024 Adjusted EBITDA guidance was raised to $745 million to $805 million from $725 million to $785 million; other guidance metrics were unchanged.
Marriott reported first quarter 2024 results with total revenues up 6% to $5,977 million, but reported diluted EPS fell to $1.93 from $2.43 and reported net income fell to $564 million from $757 million. The company raised its full-year 2024 adjusted EPS outlook to $9.31 to $9.65 and expects to return $4.2 billion to $4.4 billion to shareholders in 2024.
Adjusted diluted EPS rose to $2.13 from $2.09; adjusted net income fell to $620 million from $648 million.
Worldwide comparable systemwide constant dollar RevPAR rose 4.2%, with U.S. & Canada up 1.5% and international markets up 11.1%.
Full-year 2024 adjusted EBITDA outlook is $4,960 million to $5,090 million; investment spending is $1,000 million to $1,200 million.
Marriott repurchased 4.8 million shares for $1.2 billion in the first quarter.
Parsons reported first-quarter 2024 revenue of $1.5 billion, up 31% from a year earlier, and raised its fiscal 2024 revenue, adjusted EBITDA, and operating cash flow guidance. The company posted a net loss of $107 million because of a $214 million pre-tax charge tied to repurchasing part of its 2025 convertible notes, so shareholders see stronger operations offset by a large one-time loss.
Revenue of $1.5 billion, up $362 million or 31% year over year; adjusted EBITDA of $141 million, up 56%
Net loss of $107 million, or $1.01 per diluted share, including a $214 million pre-tax charge on convertible note repurchases; excluding that charge, diluted EPS would have been $0.49
Fiscal 2024 revenue guidance raised to $6.1 billion-$6.4 billion from $5.8 billion-$6.0 billion; adjusted EBITDA guidance raised to $535 million-$575 million
Total backlog of $9.0 billion, up 8%; book-to-bill ratio of 1.4x on $2.1 billion of net bookings
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.