513 material Form 8-K filings that 427 companies we cover made with the SEC in November 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).
Noble Corporation plc reported third quarter 2024 results on November 5, 2024. Revenue rose from $697 million a year earlier, helped by the Diamond acquisition closed on September 4, but net income fell to $61 million from $158 million and diluted EPS fell to $0.40 from $1.09. The company also authorized an additional $400 million share repurchase and set fourth quarter 2024 revenue guidance of $850 million to $890 million.
Q3 2024 total revenue was $801 million, up from $697 million in Q3 2023 and $693 million in Q2 2024.
Q3 2024 net income was $61 million and diluted EPS was $0.40, versus $158 million and $1.09 a year earlier; adjusted diluted EPS was $0.58 versus $0.87.
On October 22, 2024, the Board authorized up to an additional $400 million in share repurchases; $250 million was repurchased in Q3.
Q4 2024 guidance: total revenue $850 million to $890 million; Adjusted EBITDA $275 million to $305 million; a $0.50 dividend was declared, payable December 19, 2024.
Assurant reported third quarter 2024 GAAP net income of $133.8 million, down 30% from a year earlier, as reportable catastrophes cut results, mainly in Global Housing. Excluding those catastrophes, adjusted earnings per share rose 9% to $5.08, and the company raised its 2024 outlook, which matters to shareholders because it signals stronger expected underlying earnings growth and planned share repurchases.
GAAP net income was $133.8 million, down 30% from $190.1 million; diluted EPS was $2.55 versus $3.54.
Reportable catastrophes totaled $138.2 million pre-tax in Q3 2024, compared with $26.4 million a year earlier.
Adjusted EBITDA excluding catastrophes rose 8% to $385.1 million; 2024 outlook now calls for low double-digit growth in that measure and mid- to high-teens growth in adjusted EPS excluding catastrophes.
The company expects to return $300 million through share repurchases in 2024, with $475 million remaining under its current authorization.
Gulfport Energy reported a third-quarter 2024 net loss of $14.0 million, compared with net income of $608.4 million a year earlier, and revenue of $253.9 million, down from $266.7 million. The company expanded its common stock repurchase authorization by 54% to $1.0 billion and lowered its full-year 2024 drilling and completion capital guidance, which matters to shareholders because it changes how cash flow is allocated.
Net loss of $14.0 million in the quarter, versus net income of $608.4 million in the third quarter of 2023, which included a $554.7 million deferred tax benefit.
Total revenues of $253.9 million, down from $266.7 million; diluted loss of $0.83 per share, versus diluted earnings of $27.37 per share a year earlier.
Adjusted EBITDA of $178.1 million and adjusted free cash flow of $72.6 million, which the company said were above analyst consensus expectations.
Repurchase authorization raised 54% to $1.0 billion through December 31, 2025, with about $481.3 million of remaining capacity; 2024 drilling and completion capital guidance cut to $325 million to $335 million.
MasterBrand reported third-quarter 2024 results for the quarter ended September 29, 2024. Net sales rose 6% to $718.1 million, helped by the Supreme acquisition, while net income fell 51.3% to $29.1 million and diluted EPS fell to $0.22 from $0.46. The company reiterated its full-year 2024 outlook, which includes adjusted EBITDA of $385 million to $405 million, so shareholders face profit pressure with no change to guidance.
Net sales were $718.1 million, up 6%; the Supreme acquisition added 9% growth and lower average selling price reduced sales by 3%.
Diluted EPS was $0.22 versus $0.46 a year earlier; adjusted diluted EPS was $0.40 versus $0.49.
Full-year 2024 outlook reiterated: adjusted EBITDA of $385 million to $405 million and adjusted diluted EPS of $1.50 to $1.62.
Net debt was $953.9 million at September 29, 2024, and the company did not repurchase shares in the quarter.
United Fire Group reported third quarter 2024 net income of $19.7 million, or $0.76 per diluted share, up from $6.4 million, or $0.25 per diluted share, a year earlier. Net premiums written rose 23% to $305.6 million and the GAAP combined ratio improved 3.8 points to 98.2%, which points to stronger underwriting and investment income for shareholders.
Net income was $19.7 million ($0.76 per diluted share) versus $6.4 million ($0.25) in Q3 2023
Adjusted operating income was $0.81 per diluted share versus $0.31 a year earlier
Net premiums written grew 23% to $305.6 million, led by commercial and assumed reinsurance lines
Net investment income rose 49% to $24.5 million; GAAP combined ratio improved to 98.2% from 102.0%
Grocery Outlet reported third quarter fiscal 2024 net sales up 10.4% to $1.11 billion, while net income fell 10.9% to $24.2 million, or $0.24 per diluted share. The company lowered its fiscal 2024 adjusted diluted EPS guidance to $0.77 to $0.80 from $0.89 to $0.95 and adjusted EBITDA guidance to $237 million to $242 million from $252 million to $260 million, and it approved a new $100.0 million share repurchase program.
Q3 net sales rose 10.4% to $1.11 billion; comparable store sales rose 1.2%.
Q3 net income fell 10.9% to $24.2 million, or $0.24 per diluted share; adjusted EBITDA rose 6.0% to $72.3 million.
Fiscal 2024 adjusted diluted EPS guidance cut to $0.77 to $0.80 from $0.89 to $0.95.
New $100.0 million share repurchase program, effective immediately with no expiration date, replaces the 2021 program with $9.4 million remaining.
Safety Insurance Group reported third quarter 2024 net income of $25.9 million, or $1.73 per diluted share, up from $1.9 million, or $0.13 per diluted share, a year earlier. Its combined ratio improved to 100.7% from 104.8%, and its board declared a $0.90 per share quarterly dividend, payable December 13, 2024.
Q3 2024 net income $25.9 million, or $1.73 per diluted share, versus $1.9 million, or $0.13, in Q3 2023
Q3 2024 total revenue $295.3 million versus $229.4 million a year earlier
Combined ratio 100.7% for Q3 2024, down from 104.8%; losses and loss adjustment expenses rose to $182.5 million
Quarterly dividend of $0.90 per share declared, payable December 13, 2024 to holders of record on December 2, 2024
Mercury Systems reported first quarter fiscal 2025 results for the period ended September 27, 2024, with revenue of $204.4 million, up from $181.0 million a year earlier. GAAP net loss narrowed to $17.5 million, or $0.30 per share, from $36.7 million, or $0.64 per share, and adjusted EPS was $0.04 compared with $(0.24) a year earlier. The filing does not include new guidance.
Revenue of $204.4 million, up from $181.0 million in the prior-year quarter
Bookings of $247.7 million, a book-to-bill ratio of 1.21; total backlog of $1.34 billion, up $187.8 million year-over-year
GAAP net loss of $17.5 million ($0.30 per share) vs. $36.7 million ($0.64 per share); adjusted EBITDA of $21.5 million vs. $2.0 million
Free cash flow was $(20.9) million vs. $(47.1) million in the prior-year quarter
Essential Utilities reported third-quarter 2024 net income of $69.4 million, or $0.25 per share, down from $0.30 a year earlier, while revenue rose about 6% to $435.3 million. Year-to-date EPS of $1.50 rose about 9% from $1.37, helped by a first-quarter gain on an energy plant sale, and the company reinstated multi-year guidance of 5% to 7% compounded annual EPS growth through 2027, with 2025 EPS guidance of $2.07 to $2.11 that excludes the pending DELCORA acquisition.
Q3 2024 net income was $69.4 million, or $0.25 per share, versus $80.1 million, or $0.30, in Q3 2023; revenue rose to $435.3 million from $411.3 million.
Nine-month net income was $410.6 million, or $1.50 per share, versus $1.37 a year earlier, including a first-quarter gain on the energy plant sale.
2025 net income per diluted share guidance is $2.07 to $2.11, with 5% to 7% compounded annual EPS growth through 2027.
The 2024 EPS guidance of $1.96 to $2.00 was reaffirmed, and $500 million in three-year notes were issued in Q3.
Broadridge reported first-quarter fiscal 2025 results ended September 30, 2024, with total revenues down 1% to $1,423 million and diluted EPS down 11% to $0.68, while recurring revenues rose 3% to $900 million. The company raised its fiscal 2025 recurring revenue growth guidance to 6-8% constant currency from 5-7%, and reaffirmed 8-12% adjusted EPS growth, citing the recently closed SIS acquisition.
Total revenues decreased 1% to $1,423 million; operating income fell 9% to $134 million
Diluted EPS was $0.68 versus $0.76; adjusted EPS was $1.00 versus $1.09, down 8%
Fiscal 2025 recurring revenue growth guidance raised to 6-8% constant currency from 5-7%; adjusted EPS growth guidance of 8-12% unchanged
Acquisition of Kyndryl's SIS business completed November 1, 2024, for approximately $185 million
Cummins reported third-quarter 2024 revenue of $8.5 billion, flat year over year, and net income attributable to Cummins of $809 million, up from $656 million a year earlier. The company now expects full-year 2024 EBITDA of about 15.5% of sales, at the top of its prior 15.0% to 15.5% range, while keeping its full-year revenue guidance of down 3% to flat. The company also raised its quarterly dividend from $1.68 to $1.82 per share.
Q3 2024 diluted EPS was $5.86, compared with $4.59 in Q3 2023; net income attributable to Cummins was $809 million versus $656 million.
Q3 2024 EBITDA was 16.4% of sales, compared with 14.6% a year earlier.
Full-year 2024 EBITDA guidance is about 15.5%, versus the prior range of 15.0% to 15.5%; revenue guidance of down 3% to flat was maintained.
Quarterly common stock dividend increased from $1.68 to $1.82 per share.
AdaptHealth reported third-quarter 2024 net revenue of $805.9 million, up 0.2%, and net income attributable to the company of $22.9 million, compared with a net loss of $454.1 million a year earlier. The company lowered its 2024 net revenue and adjusted EBITDA guidance while raising its free cash flow guidance, so results and outlook point in different directions for shareholders.
Net revenue was $805.9 million versus $804.0 million, and adjusted EBITDA was $164.3 million versus $161.2 million, up 1.9%.
Net income attributable to AdaptHealth was $22.9 million, compared with a net loss of $454.1 million in the prior-year quarter, which included a $511.9 million goodwill impairment.
2024 net revenue guidance was lowered to $3.220 billion to $3.260 billion from $3.255 billion to $3.315 billion.
2024 adjusted EBITDA guidance was lowered to $655 million to $675 million from $660 million to $700 million; free cash flow guidance was raised to $175 million to $195 million from $160 million to $180 million.
Sotera Health reported third-quarter 2024 net revenues of $285 million, up 8.5% from a year earlier, and net income of $17 million, or $0.06 per diluted share, compared with a net loss of $14 million a year earlier. The company reaffirmed its 2024 net revenue and Adjusted EBITDA growth outlook, but lowered its capital expenditure forecast to $175 million to $185 million.
Q3 2024 net revenues were $285 million, up 8.5%; Adjusted EBITDA was $146 million, up 9.0%
Q3 2024 net income was $17 million ($0.06 per diluted share), versus a net loss of $14 million ($0.05 per share) in Q3 2023
2024 outlook for net revenue and Adjusted EBITDA growth of 4.0% to 6.0% was reaffirmed; Adjusted EPS range of $0.67 to $0.75 was also reaffirmed
Capital expenditure guidance was updated to $175 million to $185 million, from $205 million to $225 million previously
UL Solutions reported third-quarter 2024 revenue of $731 million, up 8.1% from a year earlier, and net income of $94 million, or $0.44 per diluted share, versus $57 million and $0.27 a year earlier. The company raised its full-year 2024 outlook to mid-to-high single digit constant currency organic revenue growth, which signals management's expectations for the rest of the year.
Revenue of $731 million, up 8.1%, including 9.3% organic growth
Net income of $94 million ($0.44 per diluted share) versus $57 million ($0.27) a year earlier
Adjusted EBITDA of $183 million, up 12.3%, with margin of 25.0%
Full-year 2024 organic revenue growth outlook increased to mid-to-high single digit range
CONSOL Energy reported third-quarter 2024 results on November 5, 2024. GAAP net income was $95.6 million, down from $100.7 million a year earlier, and adjusted EBITDA was $179.2 million, down from $185.5 million, while coal revenue at the Pennsylvania Mining Complex rose to $439.7 million and free cash flow was $121.8 million. The company also gave full-year 2024 guidance and said its pending merger with Arch Resources is still expected to close by the end of the first quarter of 2025.
GAAP net income of $95.6 million and diluted EPS of $3.22 for Q3 2024, versus net income of $100.7 million in Q3 2023
Adjusted EBITDA of $179.2 million, versus $185.5 million a year earlier
PAMC coal revenue of $439.7 million on 6.8 million tons sold, versus $431.1 million on 6.1 million tons
Quarterly dividend of $0.25 per share, payable November 26, 2024, to holders of record as of November 15, 2024
Easterly Government Properties reported third quarter 2024 results on November 5, 2024. Total revenue rose to $74.8 million from $72.0 million a year earlier, and Core FFO rose to $32.2 million, or $0.30 per share, from $30.2 million, or $0.29 per share, while net income fell to $5.1 million, or $0.05 per share, from $6.1 million, or $0.06 per share. The company maintained its 2024 Core FFO guidance of $1.15 to $1.17 per share and introduced 2025 guidance of $1.17 to $1.21 per share.
Total revenue of $74.8 million in Q3 2024, up from $72.0 million in Q3 2023
Net income of $5.1 million, or $0.05 per share, down from $6.1 million, or $0.06 per share
Core FFO of $32.2 million, or $0.30 per share, up from $0.29 per share a year earlier
2024 Core FFO guidance maintained at $1.15 to $1.17 per share; 2025 guidance introduced at $1.17 to $1.21 per share
Marathon Petroleum reported third-quarter 2024 net income attributable to MPC of $622 million, or $1.87 per diluted share, down from $3.3 billion, or $8.28 per share, a year earlier. The decline was driven primarily by lower market crack spreads in its Refining & Marketing segment, though the board raised the quarterly dividend and approved an additional $5 billion share repurchase authorization.
Adjusted EBITDA was $2.5 billion in Q3 2024, versus $5.7 billion in Q3 2023.
Refining & Marketing margin was $14.35 per barrel, versus $26.16 per barrel a year earlier.
Quarterly dividend increased to $0.91 per share, payable December 10, 2024, to holders of record on November 20, 2024.
Company has $8.5 billion available under its share repurchase authorizations after the new $5 billion approval.
NXP reported third quarter 2024 revenue of $3.25 billion, down 5% from a year earlier but up 4% from the second quarter. GAAP diluted earnings per share were $2.79, compared with $3.01 a year earlier, and it guided fourth quarter revenue to $3.0 billion to $3.2 billion, below the third quarter level, citing broader macro weakness in Europe and the Americas.
Q3 2024 revenue $3.25 billion, down 5% year over year and up 4% from Q2 2024
GAAP diluted EPS $2.79 vs. $3.01 in Q3 2023; non-GAAP diluted EPS $3.45 vs. $3.70
Q4 2024 revenue guidance $3.0 billion to $3.2 billion; non-GAAP diluted EPS guidance $2.93 to $3.33
Q3 capital return of $564 million, including $305 million in share repurchases; board authorized an additional $2.0 billion for buybacks on August 29
Gartner reported third quarter 2024 results on November 5, 2024, with revenue of $1.5 billion, up 5.4% from a year earlier, and adjusted EPS of $2.50, down 2.3%. GAAP net income of $415 million, up 130.6%, includes a $300 million gain on event cancellation insurance claims, and the company updated its full-year 2024 outlook, though the filing text does not state the revised figures.
Revenue was $1.5 billion, up 5.4% as reported and 5.6% in FX neutral terms, for the quarter ended September 30, 2024.
GAAP diluted EPS was $5.32, up 135.4%, driven by a $300 million gain on event cancellation insurance claims for events cancelled in 2020 and 2021.
Adjusted EPS was $2.50, down 2.3%, and adjusted EBITDA was $340 million, up 2.1%.
Gartner updated its full-year 2024 financial outlook; the 8-K does not provide the updated figures, which are in the earnings supplement.
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.