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).
Kadant reported third-quarter 2024 revenue of $271.6 million, up 11% from a year earlier, though organic revenue fell 1% excluding acquisitions. Net income attributable to Kadant rose 2% to $31.6 million, and adjusted EPS rose 6% to $2.84. The company raised its 2024 adjusted EPS guidance to $9.93 to $10.13 and narrowed its revenue guidance to $1.047 to $1.055 billion.
Q3 revenue $271.6 million, up 11%; organic revenue down 1%, with acquisitions adding 12%
Net income $31.6 million, up 2%; GAAP diluted EPS $2.68, up 2%; adjusted EPS $2.84, up 6%
2024 adjusted EPS guidance raised to $9.93 to $10.13 from $9.80 to $10.05
2024 revenue guidance narrowed to $1.047 to $1.055 billion from $1.045 to $1.065 billion
Essex Property Trust reported third quarter 2024 net income of $1.84 per diluted share, up from $1.36 a year earlier, and Core FFO of $3.91 per diluted share, up 3.4%. The company raised its full-year 2024 Core FFO and net income guidance midpoints but lowered its Total FFO midpoint, so shareholders see higher core earnings and a mixed picture on the FFO guidance.
Q3 2024 net income per diluted share was $1.84 versus $1.36 in Q3 2023, largely due to gains on remeasurement of co-investments.
Core FFO per diluted share was $3.91 in Q3 2024, $0.04 above the midpoint of guidance and up 3.4% from $3.78.
Full-year 2024 Core FFO guidance midpoint rose $0.06 to $15.56; the Total FFO midpoint fell $0.13 to $15.92.
Same-property revenue grew 3.5% and same-property NOI grew 2.6% versus Q3 2023.
Chemed reported third-quarter 2024 revenue of $606.2 million, up 7.4%, and adjusted diluted EPS of $5.64, up 6.0%. The company said Roto-Rooter's revenue and adjusted EBITDA were softer than anticipated, and it revised full-year 2024 adjusted EPS guidance to $23.00 to $23.15, which implies a 13.3% to 14.0% increase over 2023's $20.30.
Q3 2024 revenue $606.2 million, up 7.4%; GAAP diluted EPS $5.00, up 1.4%; adjusted diluted EPS $5.64, up 6.0%
VITAS net patient revenue $391.4 million, up 17.3%; Roto-Rooter revenue $214.8 million, down 6.9%
Roto-Rooter adjusted EBITDA $56.4 million, down 15.8%; adjusted EBITDA margin 26.3%, down 275 basis points
Full-year 2024 adjusted EPS guidance $23.00 to $23.15; company repurchased 100,000 shares for $57.8 million in the quarter
Donaldson Company appointed Brad Pogalz, currently Vice President Finance – Global FP&A, EMEA Finance, as Chief Financial Officer effective November 1, 2024. He succeeds Scott Robinson, who gave notice of retirement on October 25, 2024, and will leave the CFO role after October 31, 2024 and retire December 6, 2024. The filing does not include financial results, so the change is a leadership transition rather than a change in reported performance.
Brad Pogalz, age 49, becomes CFO effective November 1, 2024; he has been with the company in finance roles since March 2015.
Pogalz's base salary will be $500,000, with a 60% annual cash incentive target as a percentage of base salary.
Scott Robinson resigns as CFO effective at the close of business on October 31, 2024, and retires December 6, 2024, keeping his $625,000 base salary during the transition.
FirstEnergy reported third quarter 2024 GAAP earnings from continuing operations of $419 million, or $0.73 per share, on revenue of $3.7 billion, and operating earnings of $0.85 per share, within its guidance range. The company narrowed its full-year 2024 operating earnings guidance to $2.61 to $2.71 per share, lowering the top of the prior $2.61 to $2.81 range, and raised its 2024 capital investment plan to $4.6 billion.
Q3 2024 GAAP earnings from continuing operations were $419 million ($0.73 per share), compared with $421 million ($0.74 basic per share) in Q3 2023.
Q3 2024 operating EPS was $0.85, down from $0.88 in Q3 2023, while revenue rose to $3.7 billion from $3.5 billion.
2024 operating EPS guidance narrowed to $2.61 to $2.71 from $2.61 to $2.81, citing mild weather, lower Ohio distribution revenues and higher storm restoration costs.
The 2024 capital investment plan increased by $300 million to $4.6 billion, and the company affirmed its targeted 6% to 8% long-term annual operating earnings growth.
American Homes 4 Rent reported third quarter 2024 results, with rents and other single-family property revenues up 5.5% to $445.1 million and net income attributable to common shareholders of $73.8 million, or $0.20 per diluted share, flat from a year earlier. The company raised the midpoint of its full year 2024 Core FFO guidance by $0.01 per share to a range of $1.76 to $1.78, and said it acquired nearly 1,700 homes for about $480 million in October 2024.
Rents and other single-family property revenues rose 5.5% to $445.1 million, from $421.7 million a year earlier.
Net income attributable to common shareholders was $73.8 million, or $0.20 per diluted share, versus $74.1 million, or $0.20, in the third quarter of 2023; the company cited a $5.3 million loss on early debt extinguishment and $3.9 million
Core FFO per share rose 6.3% to $0.44; full year 2024 Core FFO guidance was raised to $1.76 to $1.78 from $1.74 to $1.78.
In October 2024, the company acquired nearly 1,700 single-family rental homes for about $480 million, funded with cash on hand and its undrawn revolving credit facility.
Adtalem Global Education Inc. (NYSE: ATGE) reported first-quarter fiscal 2025 results for the period ended September 30, 2024, with revenue up 13.2% and diluted EPS of $1.18 versus $0.25 a year earlier, and raised its fiscal 2025 guidance. The filing names Adtalem (ATGE), not Covista Inc. (CVSA) as stated in the request, so this summary covers Adtalem's filing.
Revenue of $417.4 million, up 13.2% year-over-year; total student enrollment of 90,140, up 11.2%
Diluted EPS $1.18 vs. $0.25 a year earlier; adjusted EPS $1.29 vs. $0.93
Fiscal 2025 guidance: revenue $1,690 million to $1,730 million; adjusted EPS $5.75 to $5.95
Repurchased $34 million of shares; $178 million remaining under $300 million authorization through January 2027
American Assets Trust reported third-quarter 2024 results, with FFO per diluted share of $0.71, up 20% from a year earlier, and net income attributable to stockholders of $16.7 million, or $0.28 per diluted share. The company raised its 2024 FFO per diluted share guidance to $2.51 to $2.55, a 1% increase at the midpoint, which is a direct benefit to shareholders if the company meets it.
Q3 2024 FFO per diluted share was $0.71, up from $0.59 in Q3 2023; nine-month FFO per diluted share was $2.03, up 10%.
Q3 2024 net income attributable to stockholders was $16.7 million ($0.28 per diluted share), versus $11.8 million ($0.20) a year earlier.
2024 FFO per diluted share guidance was raised to $2.51 to $2.55 from $2.48 to $2.54.
Q3 same-store cash NOI rose 15.8%, aided by a lease termination fee at Torrey Reserve Campus; excluding that fee, office same-store cash NOI was (3.7)%.
Zurn Elkay reported third-quarter 2024 net sales of $410 million, up from $398 million a year earlier, and net income from continuing operations of $44 million, up from $35 million. The company raised its full-year adjusted EBITDA margin expansion outlook to 250 to 270 basis points and its free cash flow outlook to approximately $260 million, which points to stronger results for shareholders.
Q3 net sales of $410 million vs. $398 million a year earlier; core sales up 3%
Diluted EPS from continuing operations of $0.25 vs. $0.20; adjusted EPS of $0.34 vs. $0.29
Full-year adjusted EBITDA now expected at approximately $387 million to $389 million; free cash flow outlook raised to about $260 million
Quarterly dividend increased 13% to $0.09 per share; $50 million used to repurchase 1.6 million shares in the quarter
EXL reported third-quarter 2024 revenue of $472.1 million, up 14.9% from a year earlier, and GAAP diluted EPS of $0.33, up 24.2%. The company raised its full-year 2024 guidance for revenue to $1.825 billion to $1.835 billion and for adjusted diluted EPS to $1.61 to $1.63, which gives shareholders a higher outlook than before.
Q3 2024 revenue was $472.1 million, up 14.9% year over year and up 5.3% sequentially on a reported basis.
Q3 2024 GAAP diluted EPS was $0.33, up from $0.26 in Q3 2023; adjusted diluted EPS was $0.44, up from $0.37.
Full-year 2024 revenue guidance was raised to $1.825 billion to $1.835 billion, from $1.805 billion to $1.830 billion.
Full-year 2024 adjusted diluted EPS guidance was raised to $1.61 to $1.63, from $1.59 to $1.62.
InvenTrust reported third-quarter 2024 results on October 29, 2024, with Nareit FFO of $0.45 per diluted share and Core FFO of $0.44, both up from $0.41 a year earlier. The company raised the low end of its full-year Nareit FFO guidance to $1.74 from $1.73 and its Core FFO guidance to $1.70 to $1.73 from $1.69 to $1.73, which points to higher expected per-share operating results for shareholders.
Q3 Nareit FFO was $30.9 million, or $0.45 per diluted share, versus $0.41 in Q3 2023
Same Property NOI rose 6.5% to $45.5 million for the quarter
Full-year Core FFO guidance is now $1.70 to $1.73 per diluted share, up from $1.69 to $1.73
Net loss narrowed to $0.5 million, or $0.01 per share, from $0.8 million a year earlier
First Solar reported third quarter 2024 net sales of $887.7 million, down from $1.01 billion in the prior quarter, and diluted earnings of $2.91 per share, down from $3.25. The company cut several 2024 guidance ranges, including net sales to $4.10 billion to $4.25 billion from $4.4 billion to $4.6 billion, and lowered its volume sold outlook, which matters to shareholders because it reduces expected 2024 revenue and profit.
Q3 2024 net sales were $887.7 million versus $1.01 billion in Q2 2024; the release cites lower volume sold and a $50 million product warranty reserve charge.
Diluted EPS was $2.91 for Q3 2024, compared with $3.25 in Q2 2024 and $2.50 in Q3 2023.
2024 guidance now calls for operating income of $1.48 billion to $1.54 billion (prior $1.5 billion to $1.6 billion) and volume sold of 14.2 GW to 14.6 GW (prior 15.6 GW to 16.3 GW).
Cash, cash equivalents and marketable securities, less debt, fell to $0.7 billion from $1.2 billion in Q2, mainly due to capital expenditures for new U.S. factories in Alabama and Louisiana.
Exelixis reported third-quarter 2024 total revenues of $539.5 million, up from $471.9 million a year earlier, and GAAP diluted earnings of $0.40 per share, up from $0.00. The company raised its 2024 total revenue and net product revenue guidance, and its quarter included a $51.7 million non-cash impairment charge on leased facilities not in use.
Q3 2024 total revenues were $539.5 million versus $471.9 million in Q3 2023; net product revenues were $478.1 million.
GAAP diluted EPS was $0.40 versus $0.00 a year earlier; non-GAAP diluted EPS was $0.47 versus $0.10.
2024 total revenue guidance was raised to $2.150 billion-$2.200 billion from $1.975 billion-$2.075 billion.
Allison Transmission reported record third-quarter 2024 net sales of $824 million, up 12% year over year, with net income of $200 million, up 27%, and diluted EPS of $2.27, up 29%. The company raised its full-year 2024 revenue, earnings and cash flow guidance, citing strength in North America On-Highway demand.
Q3 net sales $824 million, up 12% from $736 million; North America On-Highway up $81 million
Q3 net income $200 million, up 27%; diluted EPS $2.27, a quarterly record, up 29%
2024 guidance: net sales $3,135 to $3,215 million; net income $675 to $725 million; adjusted free cash flow $605 to $655 million
Results released October 29, 2024; earnings call at 5:00 p.m. EDT the same day
Alignment Healthcare reported third-quarter 2024 results, with total revenue of $692.4 million, up 51.6% from a year earlier, and a net loss of $26.4 million, narrowed from $35.1 million. The company raised its full-year 2024 revenue and membership guidance and narrowed its adjusted gross profit and adjusted EBITDA guidance.
Q3 total revenue was $692.4 million, up from $456.7 million in the year-earlier quarter.
Net loss was $26.4 million, or $(0.14) per share, versus a net loss of $35.1 million, or $(0.19) per share, a year earlier.
Health plan membership was about 182,300 at quarter end, up 57.7% year over year.
Full-year 2024 revenue guidance is $2.665 billion to $2.680 billion; full-year adjusted EBITDA guidance is a loss of $10 million to income of $5 million.
NexPoint Residential Trust reported a third-quarter 2024 net loss of $8.9 million, or $(0.35) per diluted share, compared with net income of $33.7 million, or $1.28 per share, a year earlier, as total revenues fell to $64.1 million from $69.8 million. The company raised its full-year 2024 Core FFO per diluted share guidance midpoint to $2.78 from $2.72 and its earnings per share guidance midpoint to $0.03 from $(1.15), and its board approved a 10.3% dividend increase and a $100 million buyback.
Q3 2024 net loss of $8.9 million, or $(0.35) per diluted share, versus net income of $33.7 million, or $1.28 per share, in Q3 2023; the change primarily reflects a $43.1 million decrease in gain on sales of real estate
Total revenues of $64.1 million in Q3 2024, down from $69.8 million; Q3 Same Store NOI decreased 2.4% to $37.5 million
Full-year 2024 Core FFO per diluted share guidance midpoint raised to $2.78 from $2.72; earnings per diluted share guidance midpoint raised to $0.03 from $(1.15)
On October 28, 2024, the board approved a quarterly dividend of $0.51 per share, a 10.3% increase, and authorized repurchase of up to $100 million of common stock through October 28, 2026
CTS reported third-quarter 2024 sales of $132 million, down 2% from a year earlier, while net income rose to $19 million from $14 million and diluted EPS reached $0.61 versus $0.44. The company lowered its full-year 2024 sales guidance to $515 million-$525 million from $525 million-$540 million, but kept its adjusted diluted EPS guidance of $2.05-$2.25, so shareholders face weaker revenue expectations even as profitability improved.
Q3 2024 sales were $132 million, down 2% year over year, and net income was $19 million, or 14% of sales.
Diluted EPS was $0.61 versus $0.44 a year earlier; adjusted diluted EPS was $0.63 versus $0.54.
Full-year 2024 sales guidance was cut to $515 million-$525 million from $525 million-$540 million.
Adjusted diluted EPS guidance of $2.05-$2.25 was reiterated; operating cash flow rose to $35 million from $22 million.
Commvault reported fiscal second-quarter 2025 results for the period ended September 30, 2024, with total revenue of $233.3 million, up 16% year over year, and GAAP diluted earnings of $0.35 per share versus $0.29 a year earlier. The company raised its full-year fiscal 2025 revenue guidance to $952 million to $957 million, and the outlook includes the acquisition of Clumio, Inc., which closed on October 1, 2024.
Total revenue was $233.3 million, up 16% year over year; subscription revenue was $134.0 million, up 37%
GAAP net income was $15.6 million, or $0.35 per diluted share, versus $0.29 a year earlier; GAAP operating margin was 6.4%
Full-year fiscal 2025 total revenue guidance is $952 million to $957 million; free cash flow is expected to be at least $200 million
Second-quarter share repurchases totaled $51.9 million, or approximately 363,000 shares
Zebra Technologies reported third-quarter 2024 net sales of $1.255 billion, up 31.3% from $956 million a year earlier, and net income of $137 million, or $2.64 per diluted share, compared with a net loss of $15 million a year earlier. The company also said it increased its full-year outlook and expects fourth-quarter sales growth of 28% to 31%, which gives shareholders updated near-term guidance.
Q3 net sales were $1.255 billion versus $956 million, with organic net sales growth of 30.6%.
GAAP diluted EPS was $2.64 versus a loss of $0.28; non-GAAP diluted EPS was $3.49 versus $0.87.
Fourth-quarter outlook calls for sales growth of 28% to 31% and non-GAAP diluted EPS of $3.80 to $4.00.
Full-year free cash flow is expected to be at least $850 million; nine-month free cash flow was $666 million.
ATI reported third quarter 2024 sales of $1.05 billion, up 2% from a year earlier, but diluted earnings per share fell 8% to $0.57 and net income attributable to ATI fell 8% to $82.7 million. The company lowered its full-year 2024 adjusted EBITDA and adjusted EPS guidance, citing customer uncertainty and delayed aerospace shipments, which weighs on shareholder expectations for the year.
Q3 2024 sales were $1.05 billion versus $1,025.6 million in Q3 2023; diluted EPS was $0.57 versus $0.62.
Full-year 2024 adjusted EBITDA guidance was cut to $700 million-$710 million from $720 million-$750 million.
Full-year 2024 adjusted EPS guidance was lowered to $2.24-$2.30 from $2.40-$2.60.
The board authorized a $700 million share repurchase; $660 million remained as of September 29, 2024.
Standex reported fiscal first-quarter 2025 results for the quarter ended September 30, 2024, with net sales down 7.7% to $170.5 million and GAAP diluted EPS down 3.2% to $1.53. On October 28, 2024, it also completed the acquisition of Amran Instrument Transformers and Narayan Powertech Pvt. Ltd. for a combined enterprise value of approximately $462 million, funded partly by a $250 million 364-day term loan, and the company describes it as its largest acquisition in its history.
Net sales were $170.5 million, down 7.7% from $184.8 million a year earlier; Electronics and Engraving revenue declined.
GAAP diluted EPS was $1.53 versus $1.58; adjusted diluted EPS was $1.71 versus $1.74.
Amran and Narayan acquisitions have a combined enterprise value of approximately $462 million, with cash financed by cash-on-hand, credit facilities and a $250 million term loan.
For fiscal second quarter 2025, the company expects moderately to significantly higher revenue sequentially, driven by the acquisition.
Corning reported third-quarter 2024 GAAP net sales of $3.39 billion and a GAAP net loss attributable to Corning of $117 million, or $(0.14) per share, compared with net income of $164 million a year earlier. Core sales rose 8% to $3.73 billion and core EPS rose 20% to $0.54, led by Optical Communications, and management expects fourth-quarter core sales of about $3.75 billion and core EPS of $0.53 to $0.57.
Q3 2024 GAAP net loss attributable to Corning was $117 million, or $(0.14) per share, versus $164 million, or $0.19 per share, a year earlier
Core sales were $3.73 billion, up 8% year over year; core EPS was $0.54, up 20%
Optical Communications sales rose 36% to $1.2 billion, with Enterprise sales up 55%
Fourth-quarter 2024 outlook: core sales of about $3.75 billion and core EPS of $0.53 to $0.57
Hayward Holdings reported third-quarter fiscal 2024 results with net sales up 3% to $227.6 million, net income up 40% to $16.5 million, and diluted EPS of $0.07. The company raised the low end of its full-year 2024 net sales and Adjusted EBITDA guidance, which signals modestly improved expectations for shareholders.
Q3 net sales rose 3% year over year to $227.6 million; net income rose 40% to $16.5 million
Adjusted EBITDA rose 8% to $51.1 million; adjusted diluted EPS rose 22% to $0.11
Full-year 2024 net sales guidance is now $1.020 billion to $1.040 billion, up from $1.010 billion to $1.040 billion
Full-year 2024 Adjusted EBITDA guidance is now $260 million to $270 million, up from $255 million to $270 million
Crocs reported third-quarter 2024 revenue of $1,062 million, up 1.6%, and GAAP diluted earnings per share of $3.36, up 17.1%. The company lowered its full-year HEYDUDE revenue outlook to a decline of about 14.5%, from a prior range of down 8% to 10%, and now expects overall 2024 revenue growth at the lower end of its 3% to 5% range, which weighs on the outlook for shareholders.
Q3 revenue $1,062 million, up 1.6%; GAAP diluted EPS $3.36, up 17.1%; adjusted diluted EPS $3.60, up 10.8%
HEYDUDE Brand Q3 revenue fell 17.4% to $204 million; full-year 2024 HEYDUDE revenue now expected to fall about 14.5%
Full-year 2024 adjusted diluted EPS guidance of $12.82 to $12.90, at the high end of the prior $12.45 to $12.90 range
Q4 2024 adjusted diluted EPS expected at $2.20 to $2.28; the company repaid $110 million of debt in the quarter
Armstrong World Industries reported third-quarter 2024 net sales of $386.6 million, up 11.3%, and diluted net earnings per share of $1.75, up 12.2%. The company raised its full-year 2024 guidance for adjusted EBITDA, adjusted diluted earnings per share and adjusted free cash flow, and narrowed its sales outlook, which matters to shareholders because it signals higher expected profit for the year.
Q3 net sales were $386.6 million versus $347.3 million a year earlier; net earnings were $76.9 million versus $69.5 million.
2024 adjusted diluted EPS guidance is $6.15 to $6.25; 2024 adjusted EBITDA guidance is $482 million to $490 million.
The company repurchased shares for $15 million in Q3 and had $677 million remaining under its authorization as of September 30, 2024.
Nine-month diluted EPS was $4.61, up from $3.93 a year earlier.
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.