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).
Minerals Technologies reported third-quarter 2024 diluted EPS of $1.45, compared with a loss of $0.59 a year earlier, on net sales of $525 million, down 4% as reported. Excluding special items, EPS was $1.51, a third-quarter record for the company. Shareholders also get a new $200 million share repurchase program and a 10% dividend increase, while sales declined.
Diluted EPS of $1.45 versus a loss of $0.59 in Q3 2023; $1.51 excluding special items, a third-quarter record
Net sales of $525 million, down 4% as reported and 2% on an underlying basis; reported operating income of $77 million versus a loss of $7.9 million a year earlier
New $200 million share repurchase program announced; previous $75 million program completed
Quarterly dividend raised 10% to $0.11 per share, payable December 5, 2024, to holders of record on October 31, 2024
Phillips Edison reported third-quarter 2024 Core FFO of $84.4 million, or $0.62 per diluted share, up 9.6% from a year earlier, and narrowed its full-year 2024 Core FFO per share guidance to $2.40 to $2.44 from $2.37 to $2.45. GAAP net income attributable to stockholders fell to $11.6 million, or $0.09 per diluted share, from $12.2 million, or $0.10, a year earlier. Shareholders see higher recurring earnings and raised acquisition guidance, while reported net income declined.
Q3 2024 Core FFO was $84.4 million, or $0.62 per diluted share, up from $0.58 in Q3 2023.
Q3 2024 net income attributable to stockholders was $11.6 million, or $0.09 per diluted share, versus $12.2 million, or $0.10, in Q3 2023.
2024 Core FFO per share guidance was updated to $2.40 to $2.44, from a previous $2.37 to $2.45.
2024 acquisitions guidance was raised to $275 million to $325 million, from $200 million to $300 million.
Eastern Bankshares reported a third-quarter 2024 net loss of $6.2 million, compared with net income of $26.3 million in the second quarter, after a $40.9 million initial provision on non-PCD loans acquired from Cambridge and $30.5 million of merger-related charges. Operating net income rose to $49.7 million, or $0.25 per diluted share, from $0.22, and the Board raised the quarterly cash dividend 9% to $0.12 per share, which matters to shareholders because it reflects both the GAAP loss and the higher core earnings and payout.
Net loss of $6.2 million, or $0.03 per diluted share, versus net income of $26.3 million, or $0.16 per diluted share, in the prior quarter.
Operating net income of $49.7 million, or $0.25 per diluted share, versus $36.5 million, or $0.22, in the prior quarter.
Total revenue of $203.4 million versus $154.0 million, following the Cambridge Bancorp merger completed July 12, 2024.
Quarterly cash dividend of $0.12 per share, up $0.01, payable December 16, 2024 to shareholders of record on December 3, 2024.
Cousins Properties reported third quarter 2024 results. Funds from operations (FFO) rose to $102.3 million, or $0.67 per share, from $99.0 million, or $0.65, a year earlier, and the company raised its full-year 2024 FFO guidance. GAAP net income available to common stockholders fell to $11.2 million, or $0.07 per share, from $19.4 million, or $0.13, mainly because of higher depreciation expense, and the company lowered its full-year net income guidance.
Q3 2024 FFO was $102.3 million, or $0.67 per share, versus $99.0 million, or $0.65, in Q3 2023.
Q3 2024 net income available to common stockholders was $11.2 million, or $0.07 per share, versus $19.4 million, or $0.13, in Q3 2023.
Full-year 2024 FFO guidance was raised to $2.66 to $2.70 per share from $2.63 to $2.68.
Full-year 2024 net income guidance was lowered to $0.26 to $0.30 per share from $0.31 to $0.36.
Healthpeak Properties reported third-quarter 2024 results in which AFFO rose to $0.41 per share from $0.40 a year earlier, while Nareit FFO fell to $0.44 from $0.46 and net income was flat at $0.12 per share. The company raised several full-year 2024 guidance ranges, including diluted earnings per share to $0.40 to $0.42 from $0.27 to $0.31, and declared a $0.30 quarterly dividend.
Q3 2024 AFFO of $0.41 per share versus $0.40 in Q3 2023; Nareit FFO of $0.44 versus $0.46; net income of $0.12 per share, unchanged.
2024 diluted EPS guidance raised to $0.40 to $0.42 from $0.27 to $0.31; AFFO guidance raised to $1.56 to $1.58 from $1.54 to $1.58.
Quarterly common dividend of $0.30 per share declared October 23, 2024, payable November 15, 2024 to holders of record on November 4, 2024.
Expected 2024 merger-related synergies raised to approximately $50 million from the Physicians Realty Trust merger.
The Ensign Group reported third-quarter 2024 GAAP diluted earnings per share of $1.34, up 20.7% from a year earlier, and adjusted diluted EPS of $1.39, up 15.8%. Revenue rose 15.0% to $1.08 billion, and the company raised its full-year 2024 EPS and revenue guidance, which matters to shareholders because it signals higher expected earnings and sales for the year.
Q3 2024 GAAP net income was $78.4 million, up 22.8% from the prior year quarter; GAAP diluted EPS was $1.34 versus $1.11.
Full-year 2024 diluted EPS guidance was raised to $5.46 to $5.52 from $5.38 to $5.50.
Full-year 2024 revenue guidance was raised to $4.25 billion to $4.26 billion from $4.20 billion to $4.22 billion.
Same Facilities occupancy rose 2.8% year over year to 81.7%; cash on hand was $532.1 million as of September 30, 2024.
Deckers reported second-quarter fiscal 2025 net sales of $1.311 billion, up 20.1%, and diluted earnings per share of $1.59, up from $1.14 a year earlier. The company raised its full-year fiscal 2025 revenue guidance to about $4.8 billion and its diluted EPS guidance to $5.15 to $5.25, which matters to shareholders because both headline forecasts moved higher.
Q2 fiscal 2025 net sales rose 20.1% to $1.311 billion; HOKA brand sales rose 34.7% to $570.9 million
Q2 diluted EPS was $1.59 versus $1.14, reflecting a six-for-one stock split during the quarter
Full-year fiscal 2025 guidance: net sales about $4.8 billion; diluted EPS $5.15 to $5.25
Cash and equivalents were $1.226 billion with no outstanding borrowings; $685.4 million remained under the buyback authorization
L3Harris reported third-quarter 2024 revenue of $5.3 billion, up 8%, with GAAP diluted EPS of $2.10, up 4%, and non-GAAP diluted EPS of $3.34, up 5%. The company raised its 2024 revenue guidance to $21.1 billion to $21.3 billion and its 2024 non-GAAP diluted EPS guidance to $12.95 to $13.15, which gives shareholders an updated outlook while GAAP operating margin declined to 9.4% from 9.7%.
Third-quarter revenue of $5.3 billion, up 8%, including 5% organic growth
GAAP diluted EPS of $2.10, up 4%; non-GAAP diluted EPS of $3.34, up 5%
2024 revenue guidance raised to $21.1 billion to $21.3 billion; non-GAAP diluted EPS guidance raised to $12.95 to $13.15 from $12.85 to $13.15
GAAP operating margin of 9.4%, down 30 basis points from 9.7%
Exponent reported third-quarter 2024 net income of $26.0 million, or $0.50 per diluted share, up from $24.5 million, or $0.48, a year earlier, while revenues before reimbursements were roughly flat at $125.1 million. The company kept its full-year revenue growth outlook and raised its full-year EBITDA margin outlook to 27.9% to 28.1%, and it also declared a $0.28 quarterly dividend payable December 20, 2024.
Q3 2024 net income $26.0 million, or $0.50 per diluted share, vs. $24.5 million, or $0.48, in Q3 2023
Q3 revenues before reimbursements $125.1 million, roughly flat vs. $125.0 million a year earlier
Full-year 2024 guidance: revenues before reimbursements to grow in the low to mid-single digits; EBITDA margin raised to 27.9% to 28.1%
Quarterly dividend of $0.28 per share, payable December 20, 2024, to holders of record as of December 6, 2024
Applied Industrial Technologies reported fiscal 2025 first-quarter net sales of $1.1 billion, up 0.3% year over year, and net income of $92.1 million, or $2.36 per share, down 1.0%. The company raised its fiscal 2025 EPS guidance to $9.25 to $10.00 from $9.20 to $9.95, mainly on updated interest and other income assumptions, while keeping its sales and EBITDA margin guidance unchanged.
Net sales rose 0.3% to $1.1 billion, but fell 3.0% on an organic daily basis
Net income of $92.1 million ($2.36 per share) and EBITDA of $129.0 million both declined from the prior year
Fiscal 2025 EPS guidance raised to $9.25 to $10.00; sales guidance of down 2.5% to up 2.5% maintained
Quarterly dividend of $0.37 per share declared, payable November 29, 2024 to holders of record on November 15, 2024
OSI Systems reported fiscal first-quarter 2025 revenue of $344.0 million, up 23% from $279.2 million a year earlier, and GAAP net income of $17.9 million, or $1.05 per diluted share, compared with $0.75 a year earlier. The company raised its fiscal 2025 revenue and non-GAAP adjusted diluted EPS guidance, which signals improved expectations for shareholders.
Q1 revenue was $344.0 million, up 23% from $279.2 million in the same quarter of fiscal 2024.
GAAP diluted EPS was $1.05 versus $0.75; non-GAAP adjusted diluted EPS was $1.25 versus $0.91.
Fiscal 2025 revenue guidance rose to $1.670 billion-$1.695 billion from $1.620 billion-$1.650 billion.
Non-GAAP adjusted diluted EPS guidance rose to $9.00-$9.30 from $8.80-$9.15; net cash used in operations was $37.2 million and backlog was about $1.8 billion.
Tractor Supply reported third-quarter 2024 net sales up 1.6% to $3.47 billion, but comparable store sales fell 0.2% and diluted EPS fell 3.9% to $2.24. The company raised the lower end of its fiscal 2024 sales and earnings guidance and reached a definitive agreement to acquire online pet pharmacy Allivet.
Q3 net sales rose 1.6% to $3.47 billion; net income fell 5.3% to $241.5 million
Diluted EPS was $2.24 versus $2.33 a year earlier; SG&A rose to 27.8% of net sales from 26.7%
Fiscal 2024 EPS guidance is now $10.10 to $10.40, up from $10.00 to $10.40 at the low end; comparable store sales guidance is now 0.0% to +1.0%
Definitive agreement reached to acquire Allivet, a leading online pet pharmacy
Bread Financial reported third-quarter 2024 net income of $2 million, or $0.05 per diluted share, down from $171 million a year earlier. The drop reflects a $96 million pre-tax charge from repurchasing $262 million of convertible notes; adjusted diluted EPS was $1.83, still well below the prior-year figure, and revenue fell 5% to $983 million. The company also declared a $0.21 quarterly dividend and left its 2024 outlook unchanged.
Q3 2024 net income was $2 million, or $0.05 per diluted share, versus $171 million in Q3 2023; adjusted diluted EPS was $1.83.
Revenue was $983 million, down $48 million or 5% from $1,031 million; average loans rose 1% to $17.8 billion.
The net loss rate rose to 7.8% from 6.9%, and the delinquency rate rose to 6.4% from 6.3%.
Quarterly dividend of $0.21 per share is payable December 13, 2024, to holders of record on November 8, 2024; the 2024 outlook is unchanged.
Reliance reported third-quarter 2024 net sales of $3.42 billion, down 5.6% from a year earlier, and diluted EPS of $3.61 versus $4.99 in Q3 2023. The company expects non-GAAP EPS of $2.65 to $2.85 for Q4 2024 and says demand will weaken temporarily, which points to lower earnings for shareholders in the near term.
Net sales $3.42 billion vs. $3.62 billion in Q3 2023; tons sold up 7.1%, while average selling price per ton fell 12.0%
Diluted EPS $3.61 vs. $4.99; non-GAAP diluted EPS $3.64 vs. $5.00
Q4 2024 guidance: non-GAAP EPS of $2.65 to $2.85; tons sold expected down 6.0% to 8.0% from Q3 2024
Board declared a $1.10 quarterly dividend payable December 6, 2024; repurchase authorization replenished to $1.5 billion
TechnipFMC reported third-quarter 2024 revenue of $2,348.4 million, up 14.2% from a year earlier, and net income attributable to the company of $274.6 million, or $0.63 per diluted share, compared with $90.0 million a year earlier. The board also raised its share repurchase authorization by $1 billion and the company raised its 2025 Subsea revenue and margin guidance, which matters to shareholders because it signals higher capital returns and a stronger outlook.
Revenue of $2,348.4 million, up 14.2% year over year and 1.0% from the second quarter.
Net income attributable to TechnipFMC of $274.6 million ($0.63 diluted EPS), including a $60.6 million non-cash tax benefit.
Share repurchase authorization increased by $1 billion, bringing total authorized repurchases to up to $1.2 billion.
2025 Subsea revenue guidance raised to $8.3-8.7 billion from about $8 billion; adjusted EBITDA margin guidance raised to 18.5-20% from about 18%.
Northrop Grumman reported third quarter 2024 sales of $10.0 billion, up 2% from a year earlier, and diluted earnings per share of $7.00, up 13% from $6.18. The company raised its 2024 MTM-adjusted EPS guidance by 75 cents to $25.65 to $26.05, which matters to shareholders because it signals higher expected per-share profit for the year.
Q3 2024 diluted EPS was $7.00 versus $6.18 in Q3 2023; net earnings were $1.0 billion, up 9%
2024 MTM-adjusted EPS guidance raised to $25.65 to $26.05, from $24.90 to $25.30 previously
Q3 free cash flow fell 16% to $730 million, principally due to higher net federal tax payments
WEX reported third-quarter 2024 revenue up 2% to a third-quarter record $665.5 million, with GAAP diluted EPS of $2.52 versus $0.42 a year earlier and adjusted diluted EPS of $4.35 versus $4.05. The company lowered its full-year 2024 outlook and guided fourth-quarter adjusted EPS to $3.51 to $3.61, citing lower fuel prices and softer Mobility volumes, and said results came in below its expectations.
Q3 2024 total revenue rose 2% to $665.5 million; GAAP net income was $102.9 million, or $2.52 per diluted share.
Full-year 2024 revenue is now expected at $2.62 billion to $2.63 billion, and adjusted EPS at $15.21 to $15.31.
Fourth-quarter 2024 guidance: revenue of $630 million to $640 million and adjusted EPS of $3.51 to $3.61.
WEX spent about $370 million on share repurchases in Q3, and its Board increased the repurchase authorization by $1 billion.
Textron reported third-quarter 2024 revenue of $3.43 billion, up from $3.34 billion a year earlier, but adjusted earnings per share fell to $1.40 from $1.49 after a four-week strike at Textron Aviation. The company cut its full-year 2024 adjusted EPS outlook to $5.40-$5.60 from $6.20-$6.40 and lowered its manufacturing cash flow outlook, which matters to shareholders because it reduces expected earnings for the year.
GAAP EPS from continuing operations was $1.18 versus $1.35 a year earlier; adjusted EPS was $1.40 versus $1.49
Textron Aviation revenue and segment profit were hit by the IAM strike, which ended with a new five-year contract ratified on October 20
2024 manufacturing cash flow before pension contributions is now expected at $650 million to $750 million, down from $0.9 billion to $1.0 billion
Textron returned $215 million to shareholders through share repurchases in the third quarter and $890 million year to date
Allegion reported third-quarter 2024 revenue of $967.1 million, up 5.4% from a year earlier, and diluted EPS of $1.99, up 12.4%. The company raised its full-year 2024 adjusted EPS outlook to $7.35 to $7.45 and affirmed its reported revenue growth and available cash flow outlook, which matters to shareholders because it signals higher expected earnings for the year.
Q3 2024 revenue $967.1 million, up 5.4% reported and up 3.3% organic
Diluted EPS $1.99 vs. $1.77; adjusted EPS $2.16, up 11.3%
Full-year 2024 adjusted EPS outlook raised to $7.35 to $7.45; reported revenue growth affirmed at 2.5% to 3.5%
Year-to-date available cash flow $388.0 million, up $67.6 million; full-year outlook affirmed at $540 to $570 million
UPS reported third-quarter 2024 consolidated revenue of $22.2 billion, up 5.6% from a year earlier, and diluted EPS of $1.80 versus $1.31 a year ago. Non-GAAP adjusted diluted EPS was $1.76, compared with $1.57, and the company updated its 2024 outlook, including a consolidated non-GAAP adjusted operating margin expectation of approximately 9.6%.
Consolidated operating profit was $2.0 billion, up 47.8% from the third quarter of 2023.
The Coyote Logistics divestiture produced a $152 million net gain after $116 million of transformation strategy costs, adding $0.04 per diluted share.
2024 outlook: consolidated revenue of approximately $91.1 billion and non-GAAP adjusted operating margin of approximately 9.6%.
Capital expenditures are expected to be about $4.0 billion and dividend payments about $5.4 billion, subject to Board approval.
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.