172 material Form 8-K filings that 152 companies we cover made with the SEC in September 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).
Jabil reported fourth-quarter fiscal 2024 net revenue of $7.0 billion, down from $8.5 billion a year earlier, and core diluted EPS of $2.30, down from $2.45. Fiscal 2025 guidance calls for net revenue of $27.0 billion, below fiscal 2024's $28.9 billion, and the board approved a restructuring plan with $150 million to $200 million in pre-tax costs, which may weigh on shareholders in the near term.
Q4 fiscal 2024 net revenue was $6.96 billion versus $8.46 billion a year earlier; GAAP diluted EPS was $1.18 versus $1.15, helped by a $942 million divestiture gain for the fiscal year.
Fiscal 2025 outlook: net revenue of $27.0 billion, core operating margin of 5.4%, and core diluted EPS of $8.65.
The 2025 Restructuring Plan, approved September 24, 2024, is expected to cost $150 million to $200 million pre-tax, with net cash outlays of $100 million to $130 million.
The board authorized a share repurchase program of up to $1 billion.
Darden Restaurants reported fiscal 2025 first-quarter sales of $2.8 billion, up 1.0%, but adjusted diluted earnings per share fell 1.7% to $1.75, while same-restaurant sales declined 1.1%. The company reiterated its full-year fiscal 2025 outlook of $9.40 to $9.60 in diluted earnings per share from continuing operations, excluding pending Chuy's acquisition costs, and declared a quarterly dividend of $1.40 per share.
Total sales rose 1.0% to $2.8 billion, helped by 42 net new restaurants; same-restaurant sales fell 1.1%.
Reported diluted EPS from continuing operations was $1.74, versus $1.60 a year earlier; adjusted EPS was $1.75, down 1.7%.
The company repurchased $172 million of stock and had $743 million remaining under a $1 billion authorization.
Quarterly dividend of $1.40 per share is payable November 1, 2024, to holders of record on October 10, 2024.
Ferguson reported fourth-quarter sales of $7.9 billion, up 1.4%, and full-year sales of $29.6 billion, down 0.3%, for the periods ended July 31, 2024. Reported diluted EPS fell 21.8% in the quarter to $2.23, mainly due to one-time, non-cash deferred tax charges from the new corporate structure, while adjusted EPS rose 7.6% to $2.98. The company also guided fiscal 2025 to low single digit net sales growth and a 9.0% to 9.5% adjusted operating margin.
Q4 net sales of $7,946 million, up 1.4%; reported diluted EPS of $2.23 versus $2.85 a year earlier
Full-year reported diluted EPS of $8.53, down 6.5%; adjusted diluted EPS of $9.69, down 1.5%
Discrete tax adjustments included $137 million in one-time, non-cash deferred tax charges tied to the Merger
FY2025 guidance: low single digit net sales growth, adjusted operating margin of 9.0% to 9.5%, and a $0.79 quarterly dividend payable November 8, 2024
RH reported second-quarter fiscal 2024 net revenues of $830 million, up 3.6% from a year earlier, but net income fell to $29 million from $76.5 million and diluted EPS fell to $1.45 from $3.36. The company also revised its full-year fiscal 2024 forecast, now calling for revenue growth of 5% to 7% and adjusted operating margin of 11% to 12%, which matters to shareholders because it sets the outlook for the rest of the year.
Q2 net revenues were $830 million, up 3.6%, while income from operations fell to $96 million from $151 million.
Net income was $29 million versus $76.5 million a year earlier; diluted EPS was $1.45 versus $3.36.
Full-year fiscal 2024 forecast: demand growth of 8% to 10%, revenue growth of 5% to 7%, adjusted operating margin of 11% to 12%, adjusted EBITDA margin of 17% to 18%.
Third-quarter forecast: revenue growth of 7% to 9% and adjusted operating margin of 15% to 16%; the company expects year-end backlog of about $80 million to $100 million.
UiPath reported fiscal second-quarter 2025 revenue of $316 million, up 10% year-over-year, and annual recurring revenue (ARR) of $1.551 billion, up 19%. The company still posted a GAAP operating loss of $103 million and said it raised its full-year profitability guidance, now calling for non-GAAP operating income of about $170 million. The board also authorized an additional $500 million in share repurchases and named CFO Ashim Gupta chief operating officer while he keeps the CFO role.
Q2 fiscal 2025 revenue of $316 million, up 10% year-over-year; ARR of $1.551 billion, up 19%.
GAAP operating loss of $103 million, versus $78 million a year earlier; net loss of $86 million.
Full-year fiscal 2025 guidance: revenue of $1.420 billion to $1.425 billion and non-GAAP operating income of about $170 million.
Board added $500 million to the buyback program, bringing total repurchase capacity to up to $554 million; Gupta named COO effective September 5, 2024.
G-III reported second-quarter fiscal 2025 results for the quarter ended July 31, 2024. Net sales fell 2% from a year earlier, while GAAP net income per diluted share rose to $0.53 from $0.35, and the company raised its fiscal 2025 earnings per share outlook to $3.94 to $4.04 while reaffirming its net sales forecast of $3.20 billion. The company also announced a license agreement for the Converse brand, with products expected to launch in Fall 2025.
Net sales fell 2% to $644.8 million from $659.8 million in the prior-year second quarter.
GAAP diluted EPS was $0.53 versus $0.35; non-GAAP diluted EPS was $0.52 versus $0.40.
Fiscal 2025 GAAP diluted EPS outlook raised to $3.94 to $4.04 from $3.58 to $3.68; net sales outlook unchanged at $3.20 billion.
Repaid $400 million senior secured notes due August 2025 and repurchased 1.2 million shares for $31.6 million.
Greif reported fiscal third-quarter 2024 results for the period ended July 31, 2024. Net sales rose to $1,454.2 million, but net income attributable to Greif fell 3.5% to $87.1 million, and adjusted EBITDA fell 14.5% to $193.7 million, while net debt rose $701.5 million to $2,715.3 million, which matters to shareholders because it increases financial leverage even as the company raised its quarterly dividend.
Net sales increased to $1,454.2 million from $1,330.3 million a year earlier, mainly on higher average selling prices and volumes.
Diluted earnings per Class A share were $1.50, versus $1.55 a year earlier; excluding adjustments, they were $1.03, versus $1.75.
Net debt rose to $2,715.3 million and the leverage ratio increased to 3.66x from 2.17x in the prior-year quarter.
The Board declared a quarterly dividend of $0.54 per Class A share, up 2 cents from the prior quarter, payable October 1, 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.