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).
Monarch Casino & Resort reported record second-quarter 2024 net revenue of $128.1 million, up 3.6%, with diluted EPS of $1.19, up 4.4% from a year earlier. The company also declared a $0.30 per share quarterly dividend payable September 15, 2024, as part of its previously announced $1.20 annual dividend.
Net revenue rose 3.6% to $128.1 million from $123.7 million; diluted EPS was $1.19 versus $1.14.
Net income was $22.7 million, up 1.2%; adjusted EBITDA was $43.9 million, up 4.3%.
Dividend of $0.30 per share payable September 15, 2024, to holders of record on September 1, 2024.
In the second quarter, the company repurchased 452,464 shares for $30.5 million.
Oceaneering reported second-quarter 2024 net income of $35.0 million, or $0.34 per diluted share, up from $19.0 million, or $0.19, a year earlier, on revenue of $669 million, up 12%. The company narrowed its full-year 2024 adjusted EBITDA guidance to $340 million to $370 million and expects third-quarter EBITDA of $95 million to $105 million.
Q2 2024 revenue was $669 million versus $598 million in Q2 2023; net income was $35.0 million versus $19.0 million.
Adjusted net income was $28.6 million, or $0.28 per share, after $(1.0) million of pre-tax foreign exchange adjustments and $(5.5) million of discrete tax expenses.
Full-year 2024 adjusted EBITDA guidance was narrowed to $340 million to $370 million; free cash flow guidance of $110 million to $150 million was unchanged.
Manufactured Products backlog was $713 million at June 30, 2024, up $295 million year over year; ADTech operating income declined on a contract dispute reserve.
MSA Safety reported second-quarter 2024 results with net sales of $462 million, up 3% from a year earlier, and GAAP diluted EPS of $1.83 versus $1.70. Adjusted diluted EPS rose to $2.01 from $1.83, and the company maintained its mid-single-digit full-year sales growth outlook. For shareholders, the quarter shows higher sales and profit, with guidance unchanged.
Q2 2024 net sales were $462 million, up 3% reported and 4% organic constant currency
GAAP net income was $72 million, or $1.83 per diluted share, versus $67 million, or $1.70, a year earlier
Adjusted earnings were $80 million, or $2.01 per diluted share, up 10% year over year
The company is maintaining its mid-single-digit full-year sales growth outlook
Stewart Information Services reported second quarter 2024 total revenues of $602.2 million, up from $549.2 million a year earlier, and GAAP net income attributable to Stewart of $17.3 million, or $0.62 per diluted share, versus $15.8 million, or $0.58, in the prior-year quarter. Adjusted diluted EPS was $0.91 compared with $0.94, and the company said the housing market remains difficult.
Total revenues $602.2 million vs. $549.2 million in Q2 2023
GAAP net income attributable to Stewart $17.3 million vs. $15.8 million; diluted EPS $0.62 vs. $0.58
Adjusted diluted EPS $0.91 vs. $0.94 in Q2 2023
Net cash provided by operations $21.1 million vs. $35.1 million in Q2 2023
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.
Raymond James reported fiscal third-quarter 2024 results for the period ended June 30, 2024, with record net revenues of $3.23 billion, up 11% from a year earlier, and net income available to common shareholders of $491 million, or $2.31 per diluted share, compared with $1.71 a year earlier. The company also repurchased about 2 million shares for $243 million during the quarter, leaving approximately $945 million available under its Board-approved repurchase authorization.
Net revenues of $3.23 billion, up 11% from the prior year's fiscal third quarter and 4% from the preceding quarter
Net income available to common shareholders of $491 million, or $2.31 per diluted share, versus $1.71 a year earlier
Bank segment net interest margin of 2.64%, down 62 basis points from the prior year's fiscal third quarter
Repurchased about 2 million shares for $243 million, with approximately $945 million remaining under the authorization
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
Pegasystems reported second-quarter 2024 revenue of $351.2 million, up 18% from $298.3 million a year earlier, and GAAP net income of $6.6 million ($0.07 per diluted share) compared with a net loss of $46.8 million a year earlier. Annual contract value rose 12% to $1.31 billion, and the company reported $218.4 million of free cash flow for the first half of 2024. The filing gives no revenue or earnings guidance for future periods.
Q2 2024 total revenue was $351.2 million, up 18% from $298.3 million; Pega Cloud revenue rose 38% to $134.1 million.
GAAP net income was $6.6 million, or $0.07 per diluted share, versus a net loss of $46.8 million, or $0.56 per share, in Q2 2023.
Non-GAAP net income was $45.8 million, or $0.52 per diluted share, versus $1.2 million, or $0.01, a year earlier.
For the six months ended June 30, 2024, revenue was $681.3 million, up 9%, and the GAAP net loss was $5.5 million, including a $32.4 million litigation settlement, net of recoveries.
Ameriprise reported second quarter 2024 results on July 24, 2024. Adjusted operating earnings per diluted share rose 15% to $8.53 from $7.44 a year earlier, while GAAP net income per diluted share fell 2% to $8.02, which the company attributed mainly to market impacts on derivatives and market risk benefits. Shareholders also received $693 million in capital returns during the quarter.
Adjusted operating EPS was $8.53 versus $7.44 a year ago; excluding $0.19 of severance expense, it was $8.72.
GAAP net income was $829 million versus $890 million a year ago, and GAAP EPS was $8.02 versus $8.21.
Adjusted operating net revenues rose 9%, and total net revenues were $4.22 billion versus $3.88 billion.
The company returned $693 million to shareholders, including $542 million in share repurchases.
Churchill Downs reported second quarter 2024 results for the three months ended June 30, 2024, with net revenue of $890.7 million, up from $768.5 million a year earlier. Net income attributable to the company rose to $209.3 million from $143.0 million, and diluted EPS was $2.79 versus $1.86, which benefits shareholders on both revenue and profit measures. The filing gives no updated full-year guidance.
Net revenue of $890.7 million vs. $768.5 million in Q2 2023
Net income attributable to CDI of $209.3 million vs. $143.0 million; diluted EPS of $2.79 vs. $1.86
Adjusted EBITDA of $444.8 million vs. $363.7 million; the Kentucky Derby Week contributed a $37.6 million revenue increase at Churchill Downs Racetrack
Repurchased 93,874 shares for about $13.0 million in Q2 2024; $179.9 million of authority remained at June 30, 2024
Rollins reported unaudited second-quarter 2024 results, with revenue of $892 million, up 8.7% from a year earlier, and net income of $129 million, up 17.5%. Diluted EPS rose 22.7% to $0.27, and operating margin widened to 20.4% from 18.9%, which points to higher profits per share for shareholders.
Q2 2024 revenue was $892 million, up 8.7%; organic revenue rose 7.7% to $878 million.
Operating income was $182 million, up 17.8%, with operating margin of 20.4%, up 150 basis points.
Net income was $129 million, up 17.5%; EPS was $0.27 versus $0.22 a year earlier.
Operating cash flow was $145 million, down 1.6% from $147 million, and dividends paid totaled $73 million.
Goosehead Insurance reported second-quarter 2024 total revenue of $78.1 million, up 13% from a year earlier, and net income of $10.9 million, up from $7.2 million. The company reiterated its full-year 2024 revenue guidance of $290 million to $310 million and repurchased 1.045 million shares during the quarter.
Total revenue was $78.1 million, up 13% from $69.3 million; core revenue grew 20% to $73.4 million.
Net income was $10.9 million versus $7.2 million; diluted EPS was $0.24 versus $0.15.
Full-year 2024 guidance was reiterated: total revenues of $290 million to $310 million.
The company repurchased 1.045 million shares at an average price of $60.46, with $36.8 million remaining under the authorization.
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
SEI Investments reported second-quarter 2024 revenue of $519.0 million, up 6% from a year earlier, and net income of $139.1 million, up 17%. Diluted earnings per share rose 18% to $1.05, and income from operations rose 21% to $136.5 million, all of which point to stronger profitability for shareholders.
Diluted EPS was $1.05 for the quarter ended June 30, 2024, compared with $0.89 a year earlier.
Revenue was $519.0 million, compared with $489.1 million in second-quarter 2023.
Net income was $139.1 million, compared with $118.9 million, an increase of 17%.
The company repurchased 1.6 million shares for $111.2 million at an average price of $67.44 per share.
Old Dominion Freight Line reported second-quarter 2024 results, with revenue of $1,498.7 million, up 6.1% from a year earlier, and diluted earnings per share of $1.48, up 11.3%. The operating ratio improved to 71.9% from 72.3%, and management called it the third consecutive quarter of growth in both revenue and earnings per diluted share.
Q2 2024 net income was $322.0 million, up 10.2%, and operating income was $421.7 million, up 7.7%.
First-half diluted EPS was $2.82, up 8.0%, and the company used $637.1 million for share repurchases in the first six months, including a $200.0 million accelerated share repurchase agreement that expires no later than November 2024.
The company expects 2024 capital expenditures of approximately $750 million and had $74.3 million in cash and cash equivalents at June 30, 2024.
General Dynamics reported second-quarter 2024 revenue of $12 billion, up 18% from a year earlier, with operating earnings of $1.2 billion and diluted EPS of $3.26, up 20.7%. Growth was led by the Aerospace segment, where revenue rose 50.5% on higher Gulfstream deliveries, and the company's backlog stood at $91.3 billion.
Revenue $12 billion (11,976 million), up 18.0%; operating earnings $1.16 billion, up 20.2%
Diluted EPS $3.26 vs. $2.70 a year earlier; operating margin 9.7%, up 20 basis points
Gulfstream delivered 37 aircraft in the quarter (31 large-cabin) vs. 24 a year earlier
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
Stifel Financial reported second quarter 2024 net revenues of $1.2 billion, up 15.9% from $1.05 billion a year earlier, and net income available to common shareholders of $156.0 million, or $1.41 per diluted share, versus $1.10 in the second quarter of 2023. Non-GAAP diluted EPS was $1.60, compared with $1.20, after excluding merger-related and restructuring and severance costs, so shareholders saw higher revenue and earnings year over year.
Net revenues of $1.2 billion ($1,217.9 million), up 15.9% from $1.05 billion in Q2 2023.
GAAP diluted EPS of $1.41 vs. $1.10 a year earlier; non-GAAP diluted EPS of $1.60 vs. $1.20.
Institutional Group pre-tax net income of $48.8 million, compared with a pre-tax loss of $11.6 million in Q2 2023.
The company's 4.25% Senior Notes matured on July 18, 2024, retiring the $500.0 million outstanding balance; Q2 stock repurchases totaled $17.6 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
Evercore reported second-quarter 2024 U.S. GAAP net revenues of $689.2 million, up 38% from a year earlier, and diluted earnings per share of $1.81, compared with $0.95. Advisory fees rose 52%, while underwriting fees fell 19%. The board also declared a quarterly dividend of $0.80 per share, and the filing includes no forward guidance.
GAAP net revenues were $689.2 million, up from $499.4 million in Q2 2023; the company called it a record second quarter by both GAAP and adjusted measures.
GAAP operating income was $108.2 million, up 88% from $57.7 million, with an operating margin of 15.7% versus 11.6%.
Diluted EPS was $1.81 versus $0.95; GAAP net income attributable to Evercore was $73.8 million versus $37.2 million.
The board declared a quarterly dividend of $0.80 per share, payable September 13, 2024, to holders of record on August 30, 2024.
Prosperity Bancshares reported second quarter 2024 net income of $111.6 million, or $1.17 per diluted share, up from $86.9 million, or $0.94, a year earlier, and essentially flat with $110.4 million, or $1.18, in the first quarter. The company said the quarter included a $10.7 million net gain from a Visa Class B-1 stock exchange and sale of securities, offset by merger related and FDIC special assessment charges, and that excluding these items EPS was $1.22. The results followed the April 1, 2024 completion of the Lone Star State Bancshares merger.
Net income of $111.6 million, or $1.17 per diluted share, for Q2 2024, compared with $86.9 million, or $0.94, in Q2 2023
Excluding merger related provision and expenses, Visa and securities gains, and FDIC special assessment, net of tax, EPS was $1.22 (non-GAAP)
Net interest margin rose to 2.94% from 2.79% in Q1 2024; loans rose $1.06 billion or 5.0% in the quarter, largely from the merger
Repurchased 671 thousand shares in Q2 2024; declared a third quarter dividend of $0.56 per share, payable October 1, 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.