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).
Mirion reported third-quarter 2024 revenue of $206.8 million, up 8.2% from a year earlier, while its GAAP net loss widened to $14.0 million from $12.9 million. The company raised the low end of its full-year 2024 revenue growth guidance to 6% to 7% and cut its adjusted free cash flow range top end to $75 million, while keeping adjusted EBITDA and adjusted EPS guidance unchanged. For shareholders, sales and adjusted EBITDA grew, but GAAP losses increased.
Third-quarter revenue was $206.8 million, up from $191.2 million in the same period of 2023.
GAAP net loss was $14.0 million, or $0.07 per share, compared with a net loss of $12.9 million, or $0.06 per share, a year earlier.
Adjusted EBITDA rose 17.8% to $45.7 million, with an adjusted EBITDA margin of 22.1%.
2024 revenue growth guidance is now 6% to 7%, up from 5% to 7%; adjusted free cash flow guidance is now $65 million to $75 million, down from $65 million to $85 million.
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
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.
Park Hotels & Resorts reported third quarter 2024 total revenues of $649 million, down from $679 million a year earlier, and adjusted FFO attributable to stockholders of $102 million, down from $108 million. GAAP diluted EPS rose to $0.26 from $0.13, helped by gains on asset sales and derecognition, and the company said it will not update its full-year 2024 outlook until labor agreement negotiations are resolved.
Total revenues were $649 million versus $679 million, a decline of 4.4%; Comparable RevPAR rose 3.3% to $189.73.
Diluted EPS was $0.26 versus $0.13, while Adjusted FFO per diluted share was $0.49 versus $0.51.
Full-year 2024 outlook was not updated due to uncertainty over labor union negotiations at operator hotels.
The quarterly dividend remained $0.25 per share, paid October 15, 2024.
JBG SMITH reported third-quarter 2024 results on October 29, 2024. Core FFO fell to $19.3 million, or $0.23 per diluted share, from $41.0 million, or $0.40, a year earlier, while the net loss narrowed to $27.0 million from $58.0 million, and the nine-month net loss widened to $83.6 million from $47.4 million, so shareholders see mixed results.
Q3 2024 Core FFO was $19.3 million ($0.23 per diluted share), down from $41.0 million ($0.40) in Q3 2023.
Q3 2024 net loss was $27.0 million ($0.32 per share), versus $58.0 million ($0.58) in Q3 2023; the nine-month net loss was $83.6 million ($0.95), versus $47.4 million ($0.45).
Annualized NOI at share was $282.4 million for Q3 2024; the company declared a $0.175 quarterly dividend payable November 22, 2024.
DaVita reported third-quarter 2024 results. Revenue rose to $3.264 billion from $3.121 billion a year earlier and operating income rose to $535 million, but diluted EPS fell to $2.50 from $2.62 and net income attributable to DaVita fell to $215 million from $247 million. The company kept its 2024 adjusted guidance, which now includes center closure costs, and reported $406 million of share repurchases in the quarter.
Total revenues were $3.264 billion for the quarter ended September 30, 2024, versus $3.121 billion in the same quarter of 2023.
Diluted EPS was $2.50 versus $2.62 a year earlier; adjusted diluted EPS was $2.59.
2024 guidance: adjusted operating income of $1.91 billion to $2.01 billion, adjusted diluted EPS of $9.25 to $10.05, and free cash flow of $950 million to $1.2 billion.
The company repurchased 2.7 million shares for $406 million in the third quarter.
Mondelez reported third-quarter 2024 net revenues of $9.2 billion, up 1.9%, and diluted EPS of $0.63, down 12.5%, while adjusted EPS rose 28.6% on a constant currency basis to $0.99. The company reaffirmed its 2024 outlook and said it agreed to acquire a majority stake in Evirth, a Chinese cakes and pastries maker, though the filing does not state the deal terms.
Net revenues rose 1.9% to $9.2 billion; organic net revenue grew 5.4%.
Diluted EPS fell 12.5% to $0.63; adjusted EPS rose 28.6% on a constant currency basis to $0.99.
Operating income fell 16.4% to $1,153 million, with operating income margin at 12.5%.
2024 outlook reaffirmed, including Free Cash Flow of $3.5 billion or more.
STAG Industrial reported third quarter 2024 results on October 29, 2024. Total revenue rose to $190.7 million and Core FFO per diluted share edged up to $0.60, but net income attributable to common stockholders fell to $41.8 million from $50.0 million, and net income per share dropped to $0.23 from $0.28. Interest expense rose to $28.7 million from $23.8 million, and the mixed results matter to shareholders because the per-share earnings decline is the GAAP measure while Core FFO is a non-GAAP measure the company emphasizes.
Net income attributable to common stockholders was $41.8 million in Q3 2024, versus $50.0 million in Q3 2023.
Total revenue was $190.7 million, up from $179.3 million a year earlier.
Core FFO per diluted share was $0.60, up from $0.59; nine-month Core FFO per share was $1.79 versus $1.71.
The company acquired six buildings for $113.0 million and sold one building for $22.6 million in the quarter.
D.R. Horton reported fourth-quarter fiscal 2024 diluted earnings of $3.92 per share, down from $4.45 a year earlier, on revenue of $10.0 billion, down 5% from $10.5 billion. For the full fiscal year, diluted EPS rose 4% to $14.34 on revenue of $36.8 billion, up 4%, and the company raised its quarterly dividend 33% to $0.40 per share and gave initial fiscal 2025 revenue guidance of $36.0 billion to $37.5 billion.
Q4 net income was $1.3 billion versus $1.5 billion a year earlier; Q4 revenue was $10.0 billion versus $10.5 billion.
Q4 net sales orders rose 1% to 19,035 homes; the cancellation rate was 21%, unchanged from the prior year quarter.
The quarterly dividend was increased to $0.40 per share, payable November 19, 2024 to holders of record on November 12, 2024.
Fiscal 2025 guidance includes 90,000 to 92,000 homes closed and share repurchases of approximately $2.4 billion.
Penske Automotive Group reported third quarter 2024 revenue up 2% to $7.6 billion, but net income attributable to common stockholders fell 14.2% to $226.1 million and earnings per share fell to $3.39 from $3.92. The board also approved a quarterly dividend of $1.19 per share, an 11% increase, and the company agreed to acquire a third Porsche dealership in Melbourne, Australia.
Revenue rose 2% to $7.6 billion; retail automotive service and parts revenue hit a record $778.0 million, up 14%
Net income attributable to common stockholders was $226.1 million versus $263.4 million a year earlier
Quarterly dividend raised to $1.19 per share, payable December 3, 2024, to holders of record on November 15, 2024
October 2024 agreement to buy a Porsche dealership expected to add $130 million in estimated annualized revenue
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.
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.
Northwest Bancshares reported third-quarter 2024 net income of $34 million, or $0.26 per diluted share, down from $39 million, or $0.31, a year earlier but up from $5 million, or $0.04, in the second quarter, which included a $39 million loss on sale of investments. The company said its net interest margin widened to 3.33% and declared a $0.20 quarterly dividend. Higher credit loss provisions and a rise in classified loans to $320 million are items shareholders may watch.
Q3 2024 net income $34 million, $0.26 diluted EPS, versus $39 million, $0.31 in Q3 2023 and $5 million, $0.04 in Q2 2024
Net interest margin rose to 3.33% from 3.23% a year earlier; net interest income was $111.3 million
Quarterly dividend of $0.20 per share, payable November 18, 2024, to holders of record as of November 8, 2024; 120th consecutive quarterly dividend
Provision for credit losses was $4.9 million; classified loans rose to $320 million, or 2.83% of total loans
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
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
JetBlue reported third-quarter 2024 GAAP net loss of $60 million, or $0.17 per share, versus $153 million, or $0.46 per share, a year earlier, on operating revenue of $2.4 billion, up 0.5%. The company also guided to fourth-quarter 2024 revenue down 3.0% to 7.0% year over year and full-year 2024 revenue down 4.0% to 5.0%, so shareholders face a narrower loss alongside weaker revenue expectations for the rest of the year.
Q3 2024 operating loss of $38 million, versus $156 million in Q3 2023; operating margin of (1.6)%
Q3 2024 operating revenue of $2.365 billion, up 0.5%; fuel expense fell 16.8% to $584 million
Q4 2024 revenue guided to (7.0)% to (3.0)% year over year; full-year 2024 revenue guided to (5.0)% to (4.0)%
Company cites $2.6 billion in cash and cash equivalents at September 30, 2024, up from $1.2 billion at December 31, 2023
Rithm Capital reported third quarter 2024 results on October 29, 2024. GAAP net income attributable to common stockholders fell to $97.0 million, or $0.20 per diluted share, from $213.2 million, or $0.43, in the second quarter, while non-GAAP earnings available for distribution rose to $270.3 million, or $0.54 per share. The company also added two independent directors, William Addas and Ranjit Kripalani, effective November 1, 2024.
GAAP net income attributable to common stockholders was $97.0 million, or $0.20 per diluted share, versus $213.2 million, or $0.43, in Q2 2024.
Total revenues were $619.5 million, compared with $1.23 billion in Q2 2024.
Earnings available for distribution, a non-GAAP measure, was $270.3 million, or $0.54 per diluted share, versus $0.47 in Q2 2024.
The quarterly common dividend was $0.25 per share, unchanged from Q2 2024; directors Addas and Kripalani take office November 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.