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
The Cheesecake Factory reported third quarter fiscal 2024 revenue of $865.5 million, up from $830.2 million a year earlier, and net income of $30.0 million, or $0.61 per diluted share, compared with $17.9 million, or $0.37, in the prior-year quarter. The company also declared a $0.27 quarterly dividend and said director Laurence B. Mindel retired from the board effective immediately.
Q3 fiscal 2024 revenue was $865.5 million versus $830.2 million in Q3 fiscal 2023.
Diluted net income per share was $0.61 versus $0.37; adjusted diluted EPS was $0.58 versus $0.39, excluding impairment and acquisition-related items.
Comparable restaurant sales at The Cheesecake Factory rose 1.6% year over year.
Board declared a $0.27 per share dividend payable November 26, 2024, to holders of record on November 13, 2024; director Laurence B. Mindel retired effective immediately.
Unum Group reported third quarter 2024 results on October 29, 2024, with net income of $645.7 million ($3.46 per diluted share), up from $202.0 million ($1.02) a year earlier. Adjusted operating income rose to $398.0 million ($2.13 per diluted share) from $381.7 million ($1.94), and management said it remains confident in its full-year 2024 outlook. Net income was lifted by a $357.4 million before-tax net reserve decrease from annual assumption updates, so shareholders may want to weigh that item alongside the adjusted measures.
Net income of $645.7 million ($3.46 per diluted share) in Q3 2024, versus $202.0 million ($1.02) in Q3 2023
Adjusted operating income of $398.0 million ($2.13 per diluted share), versus $381.7 million ($1.94) a year earlier
Before-tax net reserve decrease of $357.4 million from annual GAAP reserve assumption updates
Full-year 2024 outlook calls for after-tax adjusted operating income per share to rise 10% to 15% versus 2023
Artisan Partners reported third-quarter 2024 revenue of $279.6 million, up 12% from $248.7 million a year earlier, and GAAP net income of $72.9 million, or $1.03 per share, compared with $0.76 per share in the year-earlier quarter. The board also declared a variable quarterly dividend of $0.82 per share, which the company says represents about 80% of quarterly cash generation.
Revenue of $279.6 million for the quarter, up from $248.7 million in the September 2023 quarter and $270.8 million in the June 2024 quarter
GAAP diluted EPS of $1.03 versus $0.76 a year earlier; adjusted EPS of $0.92 versus $0.75
Ending AUM of $167.8 billion at September 30, 2024, up from $136.5 billion a year earlier
Dividend of $0.82 per share payable November 29, 2024, to holders of record as of November 15, 2024
BXP reported third-quarter 2024 results on October 29, 2024, with net income attributable to BXP, Inc. of $83.6 million, or $0.53 per diluted share, up from $79.6 million, or $0.51, in the prior quarter. Revenue rose to $859.2 million from $850.5 million, and diluted FFO per share rose to $1.81 from $1.77. The filing also gives full-year 2024 guidance of $2.05 to $2.07 in diluted EPS and $7.09 to $7.11 in diluted FFO per share.
Net income attributable to BXP, Inc. was $83.6 million, or $0.53 per diluted share, versus $79.6 million, or $0.51, in the quarter ended June 30, 2024.
Total revenue was $859.2 million, compared with $850.5 million in the prior quarter.
Diluted FFO per share was $1.81, compared with $1.77; funds available for distribution fell to $219.1 million from $270.6 million.
Full-year 2024 guidance: projected diluted EPS of $2.05 to $2.07 and projected diluted FFO per share of $7.09 to $7.11.
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)%.
Reddit reported third-quarter 2024 revenue of $348.4 million, up 68% from $207.5 million a year earlier, and net income of $29.9 million, compared with a net loss of $7.4 million in the prior-year quarter. The company also estimated fourth-quarter 2024 revenue of $385 million to $400 million and Adjusted EBITDA of $110 million to $125 million, which gives shareholders a first look at near-term expectations.
Q3 2024 revenue was $348.4 million, up 68% year-over-year; advertising revenue was $315.1 million, up 56%
Net income was $29.9 million, versus a net loss of $7.4 million in Q3 2023
Q4 2024 estimates: revenue of $385 million to $400 million and Adjusted EBITDA of $110 million to $125 million
Average daily active uniques reached 97.2 million, up 47% year-over-year
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
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.
Republic Services reported third-quarter 2024 net income of $565.7 million, or $1.80 per diluted share, up from $1.52 a year earlier, and revenue rose 6.5% to $4,076.2 million. The company also said full-year revenue is expected to be near the low end of its updated $16.075 billion to $16.125 billion guidance range, while it expects adjusted EBITDA at the high end of its range.
Q3 2024 diluted EPS was $1.80 versus $1.52 in Q3 2023; adjusted EPS was $1.81 versus $1.54
Q3 2024 revenue was $4,076.2 million versus $3,825.9 million, growth of 6.5%
Full-year 2024 revenue expected near the low end of the $16.075 billion to $16.125 billion range
Quarterly dividend of $0.58 per share, payable January 15, 2025, to holders of record on January 2, 2025
Mercury General reported third-quarter 2024 net income of $230.9 million, or $4.17 per diluted share, compared with a net loss of $8.2 million, or $0.15 per share, a year earlier. Net premiums earned rose 21.1% to $1.32 billion, and the combined ratio improved to 93.6% from 98.6%. The company also declared a quarterly dividend of $0.3175 per share, and it expects Hurricane Milton losses of $5 million or less in the fourth quarter.
Net income of $230.9 million ($4.17 per diluted share) versus a net loss of $8.2 million ($0.15 per share) in Q3 2023
Operating income of $140.4 million ($2.54 per diluted share) versus $62.9 million ($1.14 per share) in Q3 2023
Net premiums earned up 21.1% to $1.32 billion; combined ratio 93.6% versus 98.6%
Quarterly dividend of $0.3175 per share, payable December 26, 2024 to holders of record December 12, 2024
Edison International reported third-quarter 2024 GAAP net income of $516 million, or $1.33 per share, up from $155 million, or $0.40 per share, a year earlier. Core EPS was $1.51 versus $1.38, and the company narrowed its 2024 core EPS guidance to $4.80-$5.00 from $4.75-$5.05, while reiterating its long-term growth targets.
Q3 2024 operating revenue was $5,201 million, up from $4,702 million in Q3 2023.
Q3 2024 core EPS was $1.51, compared with $1.38 a year earlier; GAAP EPS was $1.33.
2024 core EPS guidance narrowed to $4.80-$5.00, from $4.75-$5.05 as of July 25, 2024.
Company reiterated 5%-7% long-term core EPS growth targets for 2021-2025 and 2025-2028.
Visa reported fiscal fourth-quarter 2024 net revenue of $9.6 billion, up 12%, and GAAP earnings per share of $2.65, up 17%. The board also raised the quarterly dividend 13% to $0.590 per share, and the filing discloses a Justice Department antitrust lawsuit against the company.
Fiscal Q4 GAAP net income $5.3 billion, up 14%; non-GAAP EPS $2.71, up 16%
Full-year net revenue $35.9 billion, up 10%; full-year GAAP EPS $9.73, up 17%
Quarterly dividend raised 13% to $0.590 per share, payable December 2, 2024, to holders of record as of November 12, 2024
U.S. Department of Justice sued Visa on September 24, 2024 over alleged Sherman Act violations; Visa says the suit is meritless
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
UMB Financial reported third-quarter 2024 GAAP net income of $109.6 million, or $2.23 per diluted share, up from $101.3 million in the second quarter and $96.6 million a year earlier. It also declared a quarterly dividend of $0.40 per share, a 2.6% increase, payable January 2, 2025, and reiterated that its pending Heartland Financial acquisition is expected to close in the first quarter of 2025.
Q3 2024 GAAP net income $109.6 million, or $2.23 per diluted share, versus $2.07 in Q2 2024 and $1.98 in Q3 2023
Net operating income (non-GAAP) $110.4 million, or $2.25 per diluted share
Quarterly dividend raised to $0.40 per share, payable January 2, 2025, to holders of record on December 10, 2024
Net interest margin fell to 2.46% from 2.51% in the linked quarter; average loans rose to $24.4 billion
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.
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.
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
PJT Partners reported third-quarter 2024 results in a press release furnished as Exhibit 99.1 to a Form 8-K. Revenue rose 17% from a year earlier to $326 million, and GAAP diluted EPS rose 16% to $0.79, with the company describing these as record third-quarter results. The company also declared a quarterly dividend of $0.25 per share and reported $477 million in cash and short-term investments with no funded debt.
Q3 2024 total revenues were $326.3 million, up 17% from $278.4 million a year earlier
GAAP diluted EPS was $0.79 versus $0.68; Adjusted EPS was $0.93 versus $0.78
GAAP pretax income was $49.4 million, up 16% from a year earlier
Quarterly dividend of $0.25 per Class A share is payable December 18, 2024 to holders of record on December 4, 2024
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.