392 material Form 8-K filings that 341 companies we cover made with the SEC in July 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).
Wyndham Hotels & Resorts reported second-quarter 2024 results with diluted EPS of $1.07, up from $0.82 a year earlier, and net income of $86 million, up from $70 million. The company raised its full-year adjusted diluted EPS outlook to $4.20 to $4.32 while lowering its fee-related and other revenues outlook to $1.41 to $1.43 billion and its global RevPAR outlook to approximately flat, which the company attributed to a more moderated RevPAR acceleration than previously anticipated.
Q2 2024 diluted EPS was $1.07 versus $0.82 in Q2 2023; net income was $86 million versus $70 million
Fee-related and other revenues were $366 million versus $358 million; global RevPAR rose 2% in constant currency
Full-year 2024 adjusted diluted EPS outlook raised to $4.20 to $4.32 from $4.18 to $4.30
Full-year fee-related and other revenues outlook cut to $1.41 to $1.43 billion from $1.43 to $1.46 billion; global RevPAR outlook changed to approximately flat from 2% to 3% growth
Chemed reported second-quarter 2024 revenue of $595.9 million, up 7.6%, and GAAP diluted EPS of $4.65, up 32.5%. The company raised its full-year 2024 adjusted EPS estimate to $23.55-$23.80 from the prior $23.30-$23.70, a higher outlook for shareholders.
Q2 2024 revenue rose 7.6% to $595.9 million; adjusted diluted EPS was $5.47, up 34.1%
VITAS revenue rose 16.7% to $374.6 million, while Roto-Rooter revenue fell 5.0% to $221.3 million
2024 adjusted EPS guidance raised to $23.55-$23.80 from $23.30-$23.70
As of June 30, 2024, cash and cash equivalents were $222.9 million with no current or long-term debt
Tyler Technologies reported second-quarter 2024 revenue of $541.0 million, up 7.3%, and GAAP diluted earnings of $1.57 per share, up from $1.15 a year earlier. The company revised its full-year 2024 guidance, with total revenue now expected at $2.120 billion to $2.150 billion, and said its outlook for the rest of the year is positive.
Q2 2024 GAAP net income was $67.7 million, or $1.57 per diluted share, versus $1.15 in Q2 2023; non-GAAP EPS was $2.40, up 20.9%.
SaaS revenues grew 23.2% to $156.0 million; SaaS arrangements made up about 97% of new software contract value.
Full-year 2024 guidance: total revenue of $2.120 billion to $2.150 billion; GAAP diluted EPS of $5.76 to $5.96; non-GAAP diluted EPS of $9.25 to $9.45.
Free cash flow was $48.6 million in Q2 2024, compared with negative $33.2 million a year earlier.
Edwards reported second-quarter sales of $1,385.9 million, up 7%, and GAAP diluted EPS of $0.61 versus $0.50 a year earlier. It cut full-year TAVR sales growth guidance to 5 to 7% from 8 to 10%, raised TMTT guidance to the higher end of $320 to $340 million, and agreed to buy JenaValve and exercise its option to buy Endotronix for about $1.2 billion in cash plus up to $445 million in milestone payments.
Q2 net sales of $1,385.9 million, up 7% from $1,295.5 million; TMTT sales rose 75% to $83 million
Full-year 2024 TAVR sales growth guidance lowered to 5 to 7% from 8 to 10%; total Edwards sales growth guidance kept at 8 to 10%
Acquisitions of JenaValve and Endotronix carry about $1.2 billion upfront cash plus up to $445 million on milestones, subject to closing conditions
Critical Care sale for $4.2 billion remains on track to close in late Q3 2024
Moelis & Company reported second-quarter 2024 results, with GAAP revenue up 47% to $264.6 million and GAAP net income attributable to the company of $13.2 million, compared with a loss a year earlier. The firm also declared a $0.60 per share quarterly dividend and reported $191.3 million in cash and liquid investments with no funded debt. The company notes that revenue and net income can fluctuate materially with the number, size and timing of completed transactions.
Second-quarter GAAP revenue was $264.6 million, compared with $179.9 million a year earlier; adjusted revenue rose 45%.
GAAP diluted earnings were $0.17 per share, compared with a loss of $0.17 per share in Q2 2023; adjusted diluted earnings were $0.18 per share.
Quarterly dividend of $0.60 per share, payable September 26, 2024, to holders of record on August 5, 2024.
Cash and short-term investments of $191.3 million as of June 30, 2024, with no debt or goodwill.
Century Communities reported second-quarter 2024 net income of $83.7 million, or $2.61 per diluted share, up 63% from a year earlier, on total revenues of $1.0 billion, up 23%. The company raised its full-year 2024 guidance for home deliveries and home sales revenues, and its board approved a new repurchase authorization of up to an additional 4.5 million shares.
Q2 2024 net income of $83.7 million, or $2.61 per diluted share, versus $51.4 million in Q2 2023
Full-year 2024 guidance raised to 10,700 to 11,300 home deliveries and $4.2 billion to $4.4 billion in home sales revenues
Board authorized up to an additional 4.5 million shares for repurchase; total authorization is 5,078,143 shares as of July 24, 2024
J. Scott Dixon appointed non-interim Chief Financial Officer effective immediately; base salary raised to $650,000
ServiceNow reported second-quarter 2024 total revenues of $2,627 million, up 22% year over year, and raised its 2024 subscription revenue guidance to $10,575 million to $10,585 million. The same day, President and Chief Operating Officer CJ Desai agreed to resign effective immediately after an internal investigation found that he and another individual violated company policy over a 2023 hire tied to a U.S. Army government contract, and the Department of Justice has opened its own investigation.
Total revenues $2,627 million, up 22% year over year; subscription revenues $2,542 million, up 23%.
GAAP net income $262 million, or $1.26 per diluted share, versus $1,044 million in Q2 2023.
Full-year 2024 subscription revenue guidance set at $10,575 million to $10,585 million.
CJ Desai resigned effective July 24, 2024; Chris Bedi named interim Chief Product Officer.
Align Technology reported second-quarter 2024 revenue of $1,028.5 million, up 2.6% from a year earlier, while GAAP net income fell 13.6% to $96.6 million, or $1.28 per diluted share. The company also revised its fiscal 2024 revenue outlook to 4% to 6% growth, citing a delayed launch of the iTero Lumina with restorative capabilities to the first quarter of 2025, which affects expectations for shareholders.
Q2 2024 revenue was $1,028.5 million, up 2.6% year-over-year; GAAP diluted EPS was $1.28 versus $1.46 a year earlier.
Non-GAAP diluted EPS was $2.41, compared with $2.22 in Q2 2023.
Q3 2024 worldwide revenue is expected in the range of $980 million to $1,000 million; fiscal 2024 revenue growth is expected to be 4% to 6%.
Align agreed in principle to settle legal matters for $31.1 million, primarily related to the Misty Snow Antitrust Class Action.
Republic Services reported second-quarter 2024 revenue of $4.048 billion, up 8.6% from a year earlier, and diluted earnings per share of $1.62, up from $1.35. The company raised its full-year 2024 adjusted diluted earnings per share guidance to $6.15 to $6.20 and increased its quarterly dividend by 4.5 cents to $0.580 per share, which shareholders may find meaningful.
Q2 2024 net income attributable to Republic Services was $511.5 million, or $1.62 per diluted share, versus $1.35 in Q2 2023
Q2 2024 adjusted diluted earnings per share was $1.61, versus $1.41 a year earlier
Full-year 2024 adjusted diluted EPS guidance raised to $6.15 to $6.20; adjusted free cash flow guidance $2.150 billion to $2.170 billion
Quarterly dividend increased to $0.58 per share, payable October 15, 2024, to holders of record on October 2, 2024
PROG Holdings reported second quarter 2024 revenue of $592.2 million, flat with the prior year, and diluted EPS of $0.77 versus $0.79 a year earlier. The company raised its full-year 2024 revenue and diluted EPS outlook, citing 7.9% year-over-year growth in Progressive Leasing GMV, though net earnings declined.
Q2 net earnings were $33.8 million versus $37.2 million; diluted EPS was $0.77 versus $0.79.
Progressive Leasing GMV rose 7.9% to $454.5 million year over year.
2024 revenue outlook raised to $2.40 billion-$2.45 billion from $2.285 billion-$2.36 billion; diluted EPS outlook raised to $2.52-$2.68 from $2.18-$2.43.
Third quarter 2024 diluted EPS outlook is $0.61-$0.71.
Silicon Labs reported second-quarter 2024 results for the quarter ended June 29, 2024, with revenue of $145 million, down from $245 million a year earlier. The company posted a GAAP operating loss of $48 million and a GAAP diluted loss of $(2.56) per share, compared with diluted earnings of $0.33 per share a year earlier. It expects third-quarter revenue of $160 million to $170 million, which would be above the second-quarter level.
Q2 2024 revenue was $145 million versus $245 million in Q2 2023; Industrial & Commercial revenue was $88 million and Home & Life revenue was $57 million.
GAAP operating loss was $48 million and GAAP diluted loss per share was $(2.56), versus diluted earnings of $0.33 per share in Q2 2023.
Non-GAAP diluted loss per share was $(0.56) for the quarter.
Third-quarter 2024 outlook: revenue of $160 million to $170 million; GAAP diluted loss per share of $(0.95) to $(1.25); non-GAAP diluted loss per share of $(0.10) to $(0.30).
Wabtec reported second quarter 2024 sales of $2.64 billion, up 9.8% from a year earlier, and GAAP diluted earnings per share of $1.64, up 54.7%. The company raised and tightened its 2024 adjusted diluted EPS guidance to $7.20 to $7.50, while leaving its revenue guidance unchanged at $10.25 billion to $10.55 billion, which indicates higher expected profit for shareholders.
Q2 2024 sales of $2.64 billion, up 9.8%; Freight segment sales up 13.1%
GAAP diluted EPS of $1.64, up 54.7%; adjusted diluted EPS of $1.96, up 39.0%
2024 adjusted diluted EPS guidance raised and tightened to $7.20 to $7.50; revenue guidance unchanged at $10.25 billion to $10.55 billion
Returned $235 million to shareholders through share repurchases and dividends in the quarter
Healthcare Services Group reported a second-quarter net loss of $1.8 million, or $0.02 per diluted share, compared with net income of $8.3 million a year earlier, even though revenue rose to $426.3 million. The company said the loss reflects client restructuring charges, including those tied to the LaVie Care Centers Chapter 11 filing. The company raised its third- and fourth-quarter revenue estimates and reaffirmed its 2024 adjusted cash flow forecast of $40.0 million to $55.0 million.
Q2 2024 revenue was $426.3 million, up from $418.9 million in Q2 2023 and in line with the company's expectation of $420.0 million to $430.0 million.
Net loss of $1.8 million, or $0.02 per diluted share, versus net income of $8.3 million, or $0.11 per diluted share, in Q2 2023; results include a $0.22 per share impact from client restructuring bad debt expense.
Q3 2024 revenue estimate raised to $425.0 million to $435.0 million; Q4 2024 estimate raised to $430.0 million to $440.0 million.
2024 adjusted cash flow from operations forecast of $40.0 million to $55.0 million reaffirmed; Q2 adjusted cash flow used in operations was $2.4 million.
Roper Technologies reported second-quarter 2024 revenue up 12% to $1.72 billion and adjusted DEPS up 9% to $4.48, while GAAP DEPS fell 7% to $3.12. The company raised the low end of its full-year 2024 adjusted DEPS guidance to $18.10-$18.25, from $18.05-$18.25, and continues to expect about 12% total revenue growth.
Q2 2024 revenue $1.72 billion, up 12%; organic revenue up 4%
GAAP DEPS $3.12, down 7% from $3.36; adjusted DEPS $4.48, up 9%
FY 2024 adjusted DEPS guidance $18.10-$18.25 vs. prior $18.05-$18.25
Lennox reported second-quarter 2024 revenue of $1.45 billion, up 3% (8% for core operations), and GAAP diluted EPS of $6.87 versus $6.10 a year earlier. The company raised its full-year 2024 EPS guidance to $19.50-$20.25 from $19.00-$20.00, which points to higher expected profit for shareholders.
Q2 revenue $1.45 billion, up 3%; core revenue up 8%
Adjusted diluted EPS $6.83, up 11%; GAAP diluted EPS $6.87 versus $6.10
2024 EPS guidance raised to $19.50-$20.25 from $19.00-$20.00
Business Climate Solutions segment margin fell 100 basis points to 24.3% due to new factory ramp-up costs
Blackstone Mortgage Trust reported a second quarter 2024 net loss attributable to the company of $61 million, or ($0.35) per share, compared with net income of $101.7 million in the same quarter of 2023. The company also declared a third quarter dividend of $0.47 per share, down from the $0.62 per share paid for the second quarter, and authorized a share repurchase program of up to $150.0 million.
Q2 2024 net loss attributable to the company of $61 million, or ($0.35) per share, versus net income of $101.7 million in Q2 2023
Distributable EPS of $0.49 for Q2 2024, up from $0.33 in Q1 2024; Distributable EPS prior to charge-offs was $0.56
Q3 2024 dividend of $0.47 per share, payable October 15, 2024, to stockholders of record as of September 30, 2024
Board authorized a share repurchase program of up to $150.0 million of class A common stock
Otis reported second quarter 2024 net sales of $3.6 billion, down 3.2% from a year earlier, while GAAP EPS rose 13.3% to $1.02 and adjusted EPS rose 15.2% to $1.06. The company raised its full-year adjusted EPS outlook to $3.85 to $3.90, up 9% to 10%, though organic sales for the full year are now expected to rise only 1% to 3%.
Q2 2024 net sales were $3.6 billion, down 3.2%; organic sales fell 1.2%, with New Equipment sales down 11.4% and Service sales up 3.0%.
GAAP EPS was $1.02 (up 13.3%) and adjusted EPS was $1.06 (up 15.2%); GAAP operating profit was $570 million.
Full-year 2024 outlook: net sales of $14.3 billion to $14.5 billion and adjusted EPS of $3.85 to $3.90.
Otis repurchased $300 million of shares in the second quarter and $600 million in the first half of 2024.
Allegion reported second-quarter 2024 revenue of $965.6 million, up 5.8%, and net earnings of $1.77 per diluted share, up 9.9% from $1.61. The company raised its full-year 2024 reported revenue growth and adjusted EPS outlook, which benefits shareholders by signaling stronger expected earnings for the year.
Q2 adjusted EPS of $1.96, up 11.4% from $1.76; adjusted operating margin of 23.7%, up 150 basis points
Full-year 2024 adjusted EPS outlook raised to $7.15 to $7.30; reported revenue growth raised to 2.5% to 3.5%
Available cash flow outlook affirmed at approximately $540 million to $570 million
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.