590 material Form 8-K filings that 521 companies we cover made with the SEC in October 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).
Helix Energy Solutions reported third quarter 2024 net income of $29.5 million, or $0.19 per diluted share, up from $15.6 million in the third quarter of 2023 but down from $32.3 million in the second quarter of 2024. Revenue fell to $342.4 million from $395.7 million a year earlier, and adjusted EBITDA was $87.6 million compared with $96.4 million, so shareholders see higher year-over-year profit alongside lower sales and EBITDA.
Net income $29.5 million, or $0.19 per diluted share, versus $32.3 million ($0.21) in Q2 2024 and $15.6 million ($0.10) in Q3 2023.
Revenue of $342.4 million versus $395.7 million in Q3 2023 and $364.8 million in Q2 2024.
Adjusted EBITDA of $87.6 million versus $96.4 million in Q3 2023 and $96.9 million in Q2 2024.
Cash and cash equivalents were $324.1 million on September 30, 2024, and Net Debt was negative $9.4 million; three well intervention contracts added over $800 million to backlog.
Getty Realty reported third-quarter 2024 results for the quarter ended September 30, 2024. Total revenues rose to $51.5 million from $50.5 million, while net earnings fell to $15.3 million, or $0.27 per diluted share, from $16.0 million, or $0.31 a year earlier. The company raised its 2024 AFFO guidance to $2.32 to $2.33 per diluted share from $2.30 to $2.32, citing year-to-date investment and capital markets activity.
Q3 net earnings were $15.3 million, or $0.27 per diluted share, versus $16.0 million, or $0.31, in Q3 2023.
Q3 AFFO was $33.2 million, or $0.59 per diluted share, versus $0.57 in Q3 2023.
2024 AFFO guidance raised to $2.32 to $2.33 per diluted share from $2.30 to $2.32.
Agreed to issue $125.0 million of senior unsecured notes in a private placement, expected to close in the quarter ending December 31, 2024.
Essential Properties Realty Trust reported third quarter 2024 results, with total revenues of $117.1 million, up from $91.7 million a year earlier, and diluted net income per share of $0.27, down from $0.29. It also issued 2025 AFFO per share guidance of $1.84 to $1.89 and reiterated its 2024 AFFO guidance of $1.72 to $1.75. Revenue and AFFO growth contrast with lower per-share net income, which shareholders will weigh alongside the new 2025 outlook.
Total revenues $117.1 million for the quarter, versus $91.7 million in the third quarter of 2023
Diluted net income per share $0.27, versus $0.29; AFFO per share $0.43, up 2%
Investments of $307.6 million at a weighted average cash cap rate of 8.1% in the quarter
2025 AFFO per share guidance $1.84 to $1.89; 2024 guidance reiterated at $1.72 to $1.75
MSA Safety reported third-quarter 2024 results with net sales of $433 million, down 3% from a year earlier, while GAAP diluted EPS rose 2% to $1.69 and adjusted diluted EPS rose 3% to $1.83. The company expects mid-single-digit sales growth in the fourth quarter, which it says would produce low-single-digit sales growth for the full year. Shareholders get a mixed picture: earnings per share grew on a lower sales base, and management's outlook points to a sales rebound in the final quarter.
Q3 net sales were $433 million, down 3% year over year; GAAP operating income was $91 million, down from $94 million.
GAAP net income was $67 million, or $1.69 per diluted share, versus $1.65 a year earlier; adjusted diluted EPS was $1.83 versus $1.78.
Management attributed the sales decline to the timing of self-contained breathing apparatus shipments and specific customer order delays.
The company expects mid-single-digit sales growth in Q4 2024, resulting in low-single-digit full-year growth; it will hold a conference call on October 24, 2024.
Plexus reported fiscal fourth-quarter 2024 revenue of $1.05 billion and GAAP diluted EPS of $1.48, up from $1.44 a year earlier, with record quarterly free cash flow of $194 million. For the full fiscal year, revenue fell to $3.96 billion from $4.21 billion and GAAP diluted EPS fell to $4.01 from $4.95, and first-quarter fiscal 2025 revenue guidance of $960 million to $1.00 billion sits below the fourth-quarter result.
Q4 fiscal 2024 revenue was $1.05 billion and GAAP diluted EPS was $1.48, compared with $1,023.9 million and $1.44 in the year-earlier quarter.
Fiscal 2024 revenue was $3.96 billion versus $4.21 billion, and GAAP diluted EPS was $4.01 versus $4.95.
Fiscal first-quarter 2025 guidance calls for revenue of $960 million to $1.00 billion and GAAP diluted EPS of $1.25 to $1.40.
Fiscal 2024 free cash flow was a record $341 million, and the 2025 share repurchase program authorizes an additional $50.0 million.
Wyndham Hotels & Resorts reported third-quarter 2024 results on October 23, 2024. Diluted EPS rose 7% to $1.29, and the company raised its full-year 2024 adjusted diluted EPS outlook to $4.22-$4.34 from $4.20-$4.32, while net income and fee-related revenues both fell slightly from the prior-year quarter.
Diluted EPS was $1.29 versus $1.21 a year earlier; net income was $102 million versus $103 million.
Fee-related and other revenues were $394 million versus $400 million, which included $18 million of pass-through revenue in the 2023 quarter.
Full-year 2024 adjusted diluted EPS outlook raised to $4.22-$4.34 from $4.20-$4.32; other outlook items unchanged.
Company returned $126 million to shareholders in the quarter, including $97 million of share repurchases.
ARMOUR Residential REIT reported unaudited Q3 2024 results, with GAAP net income available to common stockholders of $62.9 million, or $1.21 per share, after a Q2 loss. Distributable Earnings per common share fell to $1.00 from $1.08 in Q2, and net interest income dropped to $1.8 million from $7.0 million, so the quarter's improvement came mainly from the GAAP line rather than the company's distributable measure.
GAAP net income available to common stockholders of $62.9 million, or $1.21 per share, versus a loss of $51.3 million, or $1.05 per share, in Q2 2024.
Distributable Earnings available to common stockholders of $52.0 million, or $1.00 per share, versus $52.5 million, or $1.08 per share, in Q2 2024.
Book value per common share rose to $20.76 at September 30, 2024, from $20.30 at June 30, 2024.
Common dividend of $0.24 per share per month in Q3; a $0.24 dividend was declared for payment on November 27, 2024.
First American Financial Corporation reported a third-quarter 2024 net loss of $104 million, or $1.00 per diluted share, compared with a net loss of $2 million, or 2 cents per share, a year earlier. Total revenue fell 5 percent to $1.4 billion, mainly because of $312 million in net investment losses tied to an investment portfolio rebalancing project. Adjusted earnings rose to $1.34 per diluted share from $1.22, and management said it is cautiously optimistic about 2025.
Net loss of $104 million, or $1.00 per diluted share, versus $2 million, or 2 cents, in Q3 2023
Adjusted EPS of $1.34, up from $1.22; total revenue of $1.4 billion, down 5 percent
Net investment losses of $312 million, or $2.28 per diluted share, mainly from the portfolio rebalancing
Common stock dividend raised 2 percent to an annual rate of $2.16 per share
Ameriprise Financial reported third-quarter 2024 results on October 23, 2024. Adjusted operating earnings per diluted share rose 17% to $9.02 excluding unlocking and severance expense, while GAAP net income per diluted share fell to $5.00 from $8.14, mainly due to market impacts on derivatives and market risk benefits. For shareholders, the GAAP decline is large, but the company also returned $713 million of capital in the quarter.
Adjusted operating EPS was $8.10, up 16% from $6.96; excluding unlocking and severance, it was $9.02, up 17% from $7.74.
GAAP net income was $511 million, down 41% from $872 million a year earlier.
Total net revenues were $4.4 billion on a GAAP basis, up 12%.
The company returned $713 million to shareholders in the quarter, including $563 million of share repurchases and $150 million of dividends.
Pathward Financial reported fiscal fourth-quarter net income of $33.6 million, or $1.35 per share, compared with $35.9 million, or $1.36 per share, a year earlier, while total revenue rose 4% to $167.9 million. For the full fiscal year, net income rose to $168.4 million, or $6.62 per share, from $5.99 per share, and the CEO said that figure was just above the high end of updated guidance.
Fourth-quarter net income was $33.6 million, or $1.35 per share, versus $35.9 million, or $1.36 per share, in the prior-year quarter.
Fourth-quarter total revenue was $167.9 million, up $6.9 million or 4%, while noninterest income fell 7% to $52.0 million.
Fiscal 2024 earnings were $6.62 per diluted share, up 11% from $5.99, and the CEO said this was just above the high end of updated guidance.
The sale of the commercial insurance premium finance business was announced August 28, 2024, and is expected to close by October 31, 2024.
Align Technology reported third-quarter 2024 revenue of $977.9 million, up 1.8% year-over-year but down 4.9% from the second quarter, and GAAP diluted EPS of $1.55 versus $1.58 a year earlier. The company also announced a restructuring plan with about $30 million in Q4 severance charges and expects to repurchase up to $275.0 million of stock beginning in Q4 2024, while guiding Q4 revenue to $995 million to $1,015 million.
Q3 2024 revenue $977.9 million, up 1.8% year-over-year; Clear Aligner revenue down 1.0% year-over-year; Imaging Systems and CAD/CAM Services up 15.6%
GAAP diluted EPS $1.55 vs $1.58 in Q3 2023; non-GAAP diluted EPS $2.35 vs $2.14
Restructuring charges of about $30 million expected in Q4 2024, roughly 3 points of operating margin; Raj Pudipeddi to leave in Q4 2024
Q4 2024 revenue outlook $995 million to $1,015 million; GAAP operating margin expected slightly lower than 14.0%
First BanCorp. reported third-quarter 2024 net income of $73.7 million, or $0.45 per diluted share, down from $75.8 million, or $0.46, in the second quarter and $82.0 million, or $0.46, a year earlier. Net interest income rose to $202.1 million, but a higher provision for credit losses of $15.2 million and non-interest expenses of $122.9 million reduced pre-tax income to $96.4 million, which matters to shareholders because it lowered reported profit per share compared with the prior quarter.
Net income of $73.7 million, or $0.45 per diluted share, versus $75.8 million, or $0.46, in Q2 2024 and $82.0 million, or $0.46, in Q3 2023
Net interest income of $202.1 million, up from $199.6 million; net interest margin rose to 4.25% from 4.22%
Provision for credit losses of $15.2 million, up from $11.6 million; non-interest expenses of $122.9 million, up from $118.7 million
Repurchased $50.0 million of junior subordinated debentures and paid $26.1 million in common stock dividends during the quarter
PROG Holdings reported third-quarter 2024 revenue of $606.1 million, up 4.0% from a year earlier, and net earnings of $84.0 million versus $35.0 million, though the gain was driven mainly by a $53.6 million non-cash tax benefit. Adjusted EBITDA fell to $63.5 million from $71.7 million, and non-GAAP diluted EPS fell to $0.77 from $0.90. The company raised its full-year 2024 revenue and net earnings outlook.
Q3 2024 revenue $606.1 million (up 4.0%); GAAP diluted EPS $1.94 vs. $0.76; non-GAAP diluted EPS $0.77 vs. $0.90
Net earnings included a $53.6 million non-cash, net tax benefit from reversing an uncertain tax position
Full-year 2024 revenue outlook raised to $2.44 billion-$2.46 billion from $2.40 billion-$2.45 billion; net earnings outlook raised to $165.5 million-$170.5 million from $110.5 million-$116.0 million
Old Dominion reported third quarter 2024 revenue of $1.47 billion, down 3.0% from a year earlier, and diluted earnings per share of $1.43, down 7.1%. The company said softness in the domestic economy and a higher operating ratio of 72.7% drove the decline, the first year-over-year quarterly decrease in revenue and earnings per share this year.
Q3 2024 revenue was $1,470.2 million, down 3.0% from $1,515.3 million in Q3 2023.
Operating ratio rose 210 basis points to 72.7%; net income fell 9.1% to $308.6 million.
Nine-month diluted EPS rose 2.2% to $4.25, and the company spent $824.8 million on share repurchases in the first nine months.
Cash and cash equivalents were $74.2 million at September 30, 2024, and 2024 capital expenditures are expected to total about $750 million.
UniFirst reported fourth-quarter and full fiscal 2024 results, ended August 31, 2024. Q4 revenue rose 11.9% to $639.9 million and diluted EPS rose to $2.39 from $1.47, though both periods included an extra week. The company guided fiscal 2025 revenue to $2.425 billion to $2.445 billion and diluted EPS to $6.79 to $7.19, against fiscal 2024 diluted EPS of $7.77, and noted that fiscal 2025 has one less week.
Q4 fiscal 2024 revenue $639.9 million, up 11.9%; extra week added approximately 8.0% to quarterly revenue growth
Q4 diluted EPS $2.39 vs $1.47 a year earlier; full-year diluted EPS $7.77 vs $5.53
Fiscal 2025 guidance: revenue $2.425 billion to $2.445 billion; diluted EPS $6.79 to $7.19; net income at midpoint $131.0 million vs $145.5 million in fiscal 2024
Balance sheet: $175.1 million cash and short-term investments and no long-term debt as of August 31, 2024; $76.2 million remaining on buyback authorization
United Community Banks reported third-quarter 2024 net income of $47.3 million, or $0.38 per diluted share on a GAAP basis, down 30% from the second quarter and 3% from a year earlier. The GAAP results include a $21.4 million after-tax loss, or $0.18 per share, from the sale of $318 million in manufactured housing loans, while operating diluted EPS of $0.57 rose 27% year over year.
Net income of $47.3 million; GAAP diluted EPS of $0.38, down 30% from the second quarter of 2024 and down 3% from the third quarter of 2023.
Sale of $318 million in manufactured housing loans reduced results by $21.4 million after-tax, or $0.18 per share.
Operating diluted EPS of $0.57, up 27% from the year-ago quarter, including a $9.9 million Hurricane Helene loan loss provision.
Preliminary CET1 ratio of 13.1%; quarterly common dividend of $0.24 per share, up 4% year over year.
Watsco reported third-quarter 2024 sales up 2% to a record $2.16 billion, while operating income fell 2% to $250 million and diluted EPS declined 3% to $4.22. Nine-month EPS was $10.92 versus $11.60 a year earlier, though operating cash flow rose 50% to a record $394 million.
Q3 sales $2.16 billion, up 2% (flat on a same-store basis); net income attributable to Watsco $171 million, flat year over year
Q3 diluted EPS $4.22 versus $4.35 a year earlier, down 3%
Nine-month EPS $10.92 versus $11.60; operating cash flow up 50% to a record $394 million
Annual dividend rate raised 10% to $10.80 per share, effective April 2024
Travel + Leisure Co. reported third quarter 2024 net revenue of $993 million, up 1% from a year earlier, while net income fell 12% to $97 million and diluted EPS fell 7% to $1.39. Adjusted EBITDA slipped 2% to $242 million, and the company kept its full-year adjusted EBITDA guidance unchanged but narrowed its full-year gross VOI sales outlook at the top end, so results are mixed for shareholders.
Net revenue rose 1% to $993 million, but net income fell 12% to $97 million and diluted EPS fell to $1.39 from $1.49.
Adjusted EBITDA fell 2% to $242 million; adjusted diluted EPS rose 2% to $1.57.
Full-year adjusted EBITDA guidance held at $915 million to $935 million; gross VOI sales guidance narrowed to $2.25 billion to $2.30 billion from $2.25 billion to $2.35 billion.
Returned $105 million to shareholders in the quarter, including $35 million in dividends and $70 million in share repurchases; $509 million remained on the buyback authorization as of September 30, 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.