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).
Abercrombie & Fitch reported third-quarter fiscal 2024 net sales of $1.2 billion, up 14% from a year earlier, and diluted earnings per share of $2.50, compared with $1.83. The company raised its full-year net sales growth outlook to 14% to 15% from 12% to 13% and now expects an operating margin of around 15%, which points to stronger profit expectations for shareholders.
Third-quarter net sales of $1.2 billion, up 14%; comparable sales rose 16%
Diluted earnings per share of $2.50 versus $1.83 a year earlier; operating income of $179 million versus $138 million
Full-year fiscal 2024 net sales growth outlook raised to 14% to 15%, from 12% to 13%; operating margin outlook around 15%, from 14% to 15%
Repurchased 720,687 shares for about $100 million in the third quarter; $102 million remains on the November 2021 authorization
DICK'S Sporting Goods reported third-quarter net sales of $3.06 billion, up 0.5%, and diluted earnings per share of $2.75, up from $2.39 a year earlier. Comparable sales rose 4.2%. The company raised its full-year 2024 guidance for diluted EPS to $13.65 to $13.95 from $13.55 to $13.90, and for comparable sales growth to 3.6% to 4.2% from 2.5% to 3.5%.
Q3 net sales $3.06 billion, up 0.5%; the calendar shift reduced sales by about $105 million
Q3 diluted EPS $2.75 vs. $2.39 a year earlier; non-GAAP EPS was $2.75 vs. $2.85
Full-year 2024 diluted EPS guidance raised to $13.65 to $13.95; comparable sales guidance raised to 3.6% to 4.2%
Board declared a quarterly dividend of $1.10 per share, payable December 27, 2024, to holders of record on December 13, 2024
Lamar Advertising reported third-quarter 2024 results on November 8, 2024, with net revenues up 4.0% to $564.1 million and net income up 5.3% to $147.8 million. The company raised its full-year 2024 diluted AFFO per share guidance to $7.85 to $7.95, saying fourth-quarter revenue growth is pacing ahead of the third quarter, while operating income fell $1.6 million year over year to $186.6 million.
Q3 2024 net revenues were $564.1 million, up 4.0% from $542.6 million in Q3 2023.
Diluted EPS was $1.44 versus $1.37 a year earlier; diluted AFFO per share rose 5.4% to $2.15.
Full-year 2024 diluted AFFO per share guidance raised to $7.85 to $7.95; diluted EPS expected at $4.97 to $4.99.
Operating income declined $1.6 million to $186.6 million; the company cited elevated expenses, which it expects to correct in Q4.
Atmus Filtration Technologies reported third-quarter 2024 net sales of $404 million, up about 1.9% from $396 million a year earlier, and GAAP diluted earnings per share of $0.52, up from $0.45. The company raised its 2024 guidance for revenue, adjusted EBITDA margin and adjusted earnings per share, which is a positive signal for shareholders.
Q3 net sales of $404 million vs. $396 million in Q3 2023; net income of $44 million vs. $38 million
Diluted EPS of $0.52 vs. $0.45; adjusted EPS of $0.61 vs. $0.52
2024 guidance raised: revenue of $1,650 million to $1,675 million; adjusted EPS of $2.35 to $2.50
Repurchased $10 million of stock in the quarter; $140 million remained under the $150 million program as of September 30, 2024
Axon reported third-quarter 2024 revenue of $544 million, up 32% from a year earlier, and net income of $67 million, or $0.86 per diluted share. The company raised its full-year 2024 revenue outlook to approximately $2.07 billion from a prior range of $2.00 billion to $2.05 billion, and its full-year Adjusted EBITDA outlook to approximately $510 million from $460 million to $475 million.
Q3 2024 revenue was $544 million, up 32% year over year; Axon Cloud & Services revenue rose 36% to $203 million.
Full-year 2024 revenue outlook raised to approximately $2.07 billion; full-year Adjusted EBITDA outlook raised to approximately $510 million.
Operating profit fell to $24 million from $57 million, mainly due to higher stock-based compensation expense of $102 million.
Net income was $67 million, or $0.86 per diluted share; non-GAAP net income was $113 million, or $1.45 per diluted share.
Toast reported third-quarter 2024 results, with total revenue of $1,305 million, up from $1,032 million a year earlier, and net income of $56 million, compared with a net loss of $31 million in Q3 2023. The company raised its full-year 2024 Adjusted EBITDA outlook to $352 million to $362 million, up from $285 million to $305 million.
Total revenue rose to $1,305 million in Q3 2024 from $1,032 million in Q3 2023.
Net income was $56 million, or $0.07 diluted EPS, versus a net loss of $31 million, or $(0.09) per share, a year earlier.
Full-year 2024 Adjusted EBITDA outlook raised to $352 million to $362 million, up from $285 million to $305 million.
Q4 2024 Adjusted EBITDA is expected in the range of $90 million to $100 million.
TKO reported third quarter 2024 revenue of $681.2 million, up 52%, and net income of $57.7 million, up from $22.0 million a year earlier, driven mainly by WWE, which was consolidated only from September 12, 2023. The company now expects full-year 2024 revenue and Adjusted EBITDA at the upper end of its August ranges, and UFC segment revenue and Adjusted EBITDA both declined in the quarter.
Q3 2024 revenue $681.2 million, up $232.1 million; WWE revenue $326.3 million, UFC revenue $354.9 million, down 11%
Q3 2024 Adjusted EBITDA $310.0 million, up 29%; net income attributable to TKO Group Holdings was $23.1 million, or $0.29 basic EPS
Full-year 2024 revenue expected at upper end of $2.670 billion to $2.745 billion; Adjusted EBITDA at upper end of $1.220 billion to $1.240 billion
Cash and cash equivalents $457.4 million and gross debt $2.736 billion as of September 30, 2024
Tandem Diabetes Care reported third quarter 2024 GAAP sales of $244.0 million, up 31% from a year earlier, and raised its 2024 non-GAAP sales guidance to $903 million to $910 million. The net loss narrowed to $23.3 million from $33.0 million, which supports the company's revenue growth and improving loss trend for shareholders.
Q3 2024 GAAP sales were $244.0 million, up 31% from $185.6 million; non-GAAP sales were $242.9 million, up 25%.
GAAP net loss was $23.3 million, or $0.35 per share, compared with $33.0 million, or $0.51 per share, a year earlier.
Full-year 2024 non-GAAP sales guidance is now approximately $903 million to $910 million, with U.S. sales of $645 million to $650 million.
Non-GAAP gross margin guidance of about 51% and Adjusted EBITDA margin guidance of breakeven were reaffirmed.
Qualys reported third-quarter 2024 revenue of $153.9 million, up 8% from a year earlier, and GAAP diluted EPS of $1.24, flat from the same quarter in 2023. The company raised its full-year 2024 revenue, GAAP EPS and non-GAAP EPS guidance, but operating cash flow for the quarter fell 34% to $61.0 million.
Q3 2024 revenue was $153.9 million, up 8% from $142.0 million; non-GAAP diluted EPS was $1.56 versus $1.51.
Full-year 2024 revenue guidance was raised to $602.9 million-$605.9 million from $597.5 million-$601.5 million.
Full-year 2024 GAAP EPS guidance was raised to $4.31-$4.41 from $3.85-$4.01; non-GAAP EPS guidance was raised to $5.81-$5.91 from $5.46-$5.62.
Q3 2024 operating cash flow was $61.0 million, down 34% from $92.4 million a year earlier.
LGI Homes reported third-quarter 2024 home sales revenue up 5.6% to $651.9 million and net income up 3.8% to $69.6 million, and updated its full-year 2024 guidance. The company now expects 6,100 to 6,400 home closings and raised its gross margin guidance range by 50 basis points at both ends, to 24.0% to 25.0%. For shareholders, the quarter improved, but nine-month home sales revenue fell 6.0% and nine-month net income fell 1.3%.
Q3 net income rose 3.8% to $69.6 million, or $2.95 diluted EPS; Q3 gross margin fell 60 basis points to 25.1%.
Q3 home closings rose 0.3% to 1,757 and average sales price per home closed rose 5.2% to $371,004.
Nine-month home sales revenue fell 6.0% to $1.6 billion and nine-month net income fell 1.3% to $145.2 million.
Full-year 2024 guidance: 6,100 to 6,400 home closings and gross margin of 24.0% to 25.0%, with the range raised 50 basis points at both ends.
Payoneer reported third quarter 2024 revenue of $248.3 million, up 19% from a year earlier, and net income of $41.6 million, up from $12.8 million. The company raised its full-year 2024 guidance to revenue of $950 million to $960 million and adjusted EBITDA of $255 million to $265 million.
Q3 2024 adjusted EBITDA was $69.3 million, up 19% from $58.2 million a year earlier.
Net income included a $19.5 million tax benefit and a $14.7 million loss on warrant repurchase and redemption.
Volume was $20.4 billion, up 25% year-over-year, with B2B volume up 57%.
Share repurchases totaled $21 million at a weighted average price of $5.67, and all 25 million public warrants were repurchased for $21 million.
QuinStreet reported fiscal first-quarter revenue of $279.2 million, up 125% from a year earlier, and a GAAP net loss of $1.4 million, or $(0.02) per diluted share, compared with a $10.6 million loss a year earlier. The company raised its full fiscal 2025 revenue and adjusted EBITDA outlook, though it said it is still early in the year.
Revenue of $279.2 million, up 125% year over year; Financial Services revenue was $210.9 million and Home Services revenue was $65.1 million
GAAP net loss of $1.4 million, or $(0.02) per diluted share, versus a net loss of $10.6 million a year earlier; adjusted EBITDA was $20.3 million versus $984 thousand
Fiscal second-quarter outlook: revenue of $235 million to $245 million and adjusted EBITDA of $17.5 million to $18.5 million
Full fiscal 2025 outlook raised: revenue of $975 million to $1.025 billion and adjusted EBITDA of $75 million to $80 million
Moog reported fiscal fourth-quarter 2024 net sales of $917 million, up 5%, and full-year sales of $3.6 billion, up 9%, which it described as a record. Fourth-quarter operating margin fell to 9.1% from 10.1% because of higher restructuring and other charges, while diluted earnings per share rose 8% to $1.33. The company guided fiscal 2025 to $3.7 billion in net sales and $8.20 diluted earnings per share, compared with $6.40 in fiscal 2024, and declared a $0.28 quarterly dividend.
Q4 2024 net sales were $917 million, up from $872 million a year earlier; diluted EPS was $1.33 versus $1.23.
Q4 2024 operating margin was 9.1%, down 100 basis points, due to higher charges related to simplification initiatives.
FY2025 guidance: net sales of $3.7 billion and diluted EPS of $8.20, compared with $3.6 billion and $6.40 in FY2024.
Quarterly dividend of $0.28 per share is payable December 6, 2024 to holders of record as of November 21, 2024.
Pathward, N.A., a subsidiary of Pathward Financial, completed the sale of substantially all assets and liabilities of its commercial insurance premium finance business to Honor Capital Corporation on October 31, 2024. The company raised its fiscal 2025 GAAP earnings per diluted share guidance to $7.25 to $7.75, citing the sale proceeds and related assumptions.
Cash purchase price at closing was $603.3 million, based on net asset value plus a $31.2 million premium, subject to post-closing adjustment
Fiscal 2025 GAAP EPS guidance raised to $7.25 to $7.75 and assumes two 25 basis point rate cuts, in November and December 2024
Company expects to sell about $150 million to $200 million in securities in the first quarter of fiscal 2025, generating a loss that will largely offset the pre-tax gain from the sale
Waters reported third-quarter 2024 sales of $740 million, up 4% from a year earlier, and GAAP diluted EPS of $2.71, up from $2.27. The company said sales and EPS exceeded its guidance and raised its full-year 2024 sales and non-GAAP EPS guidance, which matters to shareholders because it signals stronger expected results for the year.
Q3 2024 sales were $740 million, up 4% as reported from $712 million in Q3 2023.
GAAP diluted EPS was $2.71 vs. $2.27 a year earlier; non-GAAP EPS was $2.93 vs. $2.84.
Full-year 2024 non-GAAP EPS guidance raised to $11.67 to $11.87.
Fourth-quarter 2024 non-GAAP EPS is expected at $3.90 to $4.10.
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.