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).
CorVel reported results for the three months ended September 30, 2024, with revenue up 15% to $224 million and diluted EPS up 17% to $1.35 from a year earlier. For the six months, revenue reached $436 million and diluted EPS was $2.60, both higher than the prior-year period. The company ended the quarter with $138 million in cash and no borrowings, and the release gave no forward guidance.
Quarterly gross profit rose 15% to $50.7 million, at a 22.6% gross margin, versus $44.3 million a year earlier.
Six-month revenue was $436 million versus $386 million, and six-month diluted EPS was $2.60 versus $2.29.
The company repurchased $9.6 million of common stock during the quarter and held $138 million in cash with no borrowings.
BWX Technologies reported third-quarter 2024 revenue of $672.0 million, up 14%, and GAAP net income of $69.6 million, up 15%, with diluted GAAP EPS of $0.76 versus $0.66. The company raised its 2024 revenue and non-GAAP EPS guidance and announced the acquisition of A.O.T., targeted to close by year-end. Operating cash flow fell to $32.6 million from $74.3 million, which the company attributed to contract timing, and free cash flow was negative $7.7 million.
Q3 2024 revenue $672.0 million vs. $590.0 million a year earlier; diluted GAAP EPS $0.76 vs. $0.66; non-GAAP EPS $0.83 vs. $0.67
2024 non-GAAP EPS guidance raised to about $3.20 from $3.10-$3.20 range; revenue guidance raised to about $2.7 billion from more than $2.6 billion
Announced acquisition of A.O.T., a sole source provider of depleted uranium and finished specialty metals; targeted to close by year-end, with terms not stated in the filing
Operating cash flow was $32.6 million vs. $74.3 million; free cash flow was negative $7.7 million
Addus HomeCare reported third-quarter 2024 results on November 4, 2024, with net service revenues up 7.0% to $289.8 million and net income up to $20.2 million, or $1.10 per diluted share, from $15.4 million, or $0.95, a year earlier. The company said the Gentiva personal care acquisition is expected to close in the fourth quarter of 2024, and the release did not include updated full-year guidance.
Net service revenues rose 7.0% to $289.8 million, compared with $270.7 million in the third quarter of 2023.
Net income was $20.2 million, or $1.10 per diluted share, versus $15.4 million, or $0.95, a year earlier.
Adjusted net income per diluted share rose 13.0% to $1.30; Adjusted EBITDA rose 11.1% to $34.3 million.
Addus expects to close the Gentiva personal care acquisition in the fourth quarter of 2024.
Primoris reported third-quarter 2024 revenue of $1,649.1 million, up 7.8% from a year earlier, with net income of $58.4 million, or $1.07 per diluted share, compared with $0.89 a year earlier. The company raised its 2024 EPS guidance and increased its quarterly cash dividend to $0.08 per share from $0.06, which matters to shareholders because it reflects higher expected earnings and greater cash returned to holders.
Third-quarter revenue of $1,649.1 million, up $119.6 million, or 7.8%, with Energy and Utilities segments both growing
Diluted EPS of $1.07 versus $0.89 a year earlier; adjusted diluted EPS of $1.22 versus $1.02
2024 EPS guidance raised to $2.85 to $3.00, and adjusted EPS guidance raised to $3.40 to $3.55 per diluted share
Quarterly dividend raised to $0.08 per share from $0.06, declared October 30, 2024, payable on or about January 15, 2025 to holders of record as of December 31, 2024
Fabrinet reported fiscal first-quarter 2025 results for the quarter ended September 27, 2024, with revenue of $804.2 million, up from $685.5 million a year earlier, and GAAP diluted earnings per share of $2.13, up from $1.78. The company also guided second-quarter revenue to $800 million to $820 million and GAAP diluted EPS to $2.20 to $2.28.
Revenue was $804.2 million, compared with $685.5 million in the prior-year quarter, and was above the company's guidance range.
GAAP net income was $77.4 million, compared with $65.1 million; GAAP diluted EPS was $2.13, compared with $1.78.
Non-GAAP diluted EPS was $2.39, compared with $2.00 a year earlier.
Second-quarter guidance for the quarter ending December 27, 2024: revenue of $800 million to $820 million and GAAP diluted EPS of $2.20 to $2.28.
Horace Mann Educators reported third-quarter 2024 results, with net income of $34.3 million, or $0.83 per diluted share, up from $11.7 million a year earlier. Total revenues rose 8.8% to $412.1 million, and the company reaffirmed its full-year 2024 core EPS guidance of $2.40 to $2.70.
Q3 2024 core earnings were $31.3 million, or $0.76 per diluted share, versus $18.3 million, or $0.44, in Q3 2023.
Total revenues were $412.1 million, up 8.8% from $378.7 million.
Property & Casualty combined ratio was 97.9%, including 18 points of catastrophe losses and 7 points of favorable prior years' reserve development.
Full-year 2024 core EPS guidance of $2.40 to $2.70 was maintained, and results were released alongside a November 5, 2024 webcast.
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
Construction Partners completed its acquisition of Asphalt Inc., LLC d/b/a Lone Star Paving and entered into an $850.0 million senior secured term loan to help fund it. The company also raised its fiscal 2025 guidance for revenue, net income, Adjusted EBITDA and Adjusted EBITDA Margin, citing a expected contribution from Lone Star. The filing does not give the prior guidance figures, so the size of the increase cannot be measured from this document.
Acquisition of Lone Star Paving closed; the press release is dated November 4, 2024, and the term loan is effective November 1, 2024.
$850.0 million senior secured first lien term loan, fully drawn, matures November 1, 2031, bears interest at Term SOFR plus 2.50%.
Raised fiscal 2025 outlook: revenue $2.48 billion to $2.58 billion; net income $97 million to $113 million; Adjusted EBITDA $347 million to $377 million.
On October 30, 2024, the existing credit agreement was amended, setting a maximum consolidated net leverage ratio of 4.50 to 1.00 for quarters through September 30, 2025.
Glaukos reported third-quarter 2024 net sales of $96.7 million, up 24% from a year earlier, and narrowed its net loss to $21.4 million from $30.4 million. The company raised its full-year 2024 net sales guidance to $377 million to $379 million from $370 million to $376 million, which is a positive signal for shareholders on revenue trend, though the company still reported a GAAP net loss.
Q3 2024 net sales of $96.7 million, up 24% year over year; glaucoma sales $76.0 million, up 30%
Q3 2024 net loss of $21.4 million, or $0.39 per diluted share, versus $30.4 million, or $0.63, in Q3 2023
2024 net sales guidance raised to $377 million to $379 million from $370 million to $376 million
Cash, short-term investments and restricted cash of $267.2 million as of September 30, 2024
Bright Horizons Family Solutions reported third-quarter 2024 revenue of $719 million, up 11%, and diluted earnings per share of $0.94, up 36% from $0.69. The company also gave updated 2024 guidance of about $2.675 billion in revenue and diluted adjusted EPS of $3.37 to $3.42, which shareholders can compare with the company's prior outlook once it is available.
Q3 2024 income from operations was $89.4 million, up 34%; net income was $54.9 million, up 37%.
Adjusted EBITDA was $121.0 million, up 20%; diluted adjusted EPS was $1.11, up 26% from $0.88.
Back-Up Care revenue grew 18% and Full Service revenue grew 9%, per the CEO.
2024 outlook: revenue of about $2.675 billion and diluted adjusted EPS of $3.37 to $3.42.
Palomar Holdings reported third quarter 2024 net income of $30.5 million, or $1.15 per diluted share, up from $18.4 million, or $0.73, a year earlier. Gross written premiums rose 32.2% to $415.0 million, and the company expects full-year 2024 adjusted net income of $124 million to $128 million, which includes about $8 million of Hurricane Milton losses expected in the fourth quarter.
Q3 2024 net income $30.5 million ($1.15 per diluted share) vs. $18.4 million ($0.73) in Q3 2023
Q3 2024 adjusted net income $32.4 million ($1.23 per diluted share), up 39.3% from $23.3 million
Q3 2024 catastrophe losses of $12.9 million from Hurricanes Beryl, Debby, and Helene; combined ratio 80.5% vs. 75.8%
Full-year 2024 adjusted net income outlook of $124 million to $128 million
Astera Labs reported record third-quarter fiscal 2024 revenue of $113.1 million, up 47% from the prior quarter and up 206% from a year earlier, in an 8-K furnished November 4, 2024. The company posted a GAAP net loss of $7.6 million, or $0.05 per share, and non-GAAP diluted earnings of $0.23 per share, and it gave fourth-quarter revenue guidance of $126 million to $130 million.
Q3 revenue of $113.1 million, up from $76.9 million in Q2 2024 and $36.9 million in Q3 2023
GAAP operating loss narrowed to $8.9 million from $24.3 million in the prior quarter; GAAP net loss was $7.6 million
Non-GAAP diluted EPS of $0.23, compared with $0.13 in Q2 2024
Q4 2024 outlook: revenue of $126 million to $130 million and GAAP gross margin of approximately 75%
MGIC Investment Corporation reported third quarter 2024 net income of $200.0 million, or $0.77 per diluted share, up from $0.64 a year earlier and equal to the prior quarter's $0.77. The company also said it agreed on terms for a 40% quota share reinsurance transaction covering most of its 2025 and 2026 new insurance written, and it will terminate its 2021 quota share transaction effective December 31, 2024, with expected termination fees of about $8 million.
Q3 2024 net income was $200.0 million, or $0.77 per diluted share, versus $0.64 in Q3 2023 and $204.2 million, or $0.77 per share, in Q2 2024.
Net premiums earned were $243.3 million, compared with $241.3 million in Q3 2023. Annualized return on equity was 15.6%, versus 15.1% a year earlier.
Agreed on terms for a 40% quota share reinsurance transaction with unaffiliated reinsurers covering most 2025 and 2026 new insurance written.
Repurchased 5.2 million shares for $122.9 million in Q3 2024 and declared a $0.13 per share dividend payable November 21, 2024.
Ichor Holdings reported third quarter 2024 revenue of $211.1 million, up from $203.2 million in the second quarter and $196.8 million a year earlier, and above the guidance range it gave in August. The GAAP net loss narrowed to $2.8 million, or $(0.08) per diluted share, from $5.1 million in the prior quarter and $10.4 million a year earlier. The company guided fourth quarter 2024 revenue to $220 million to $235 million.
Q3 2024 revenue was $211.1 million, compared with $203.2 million in Q2 2024 and $196.8 million in Q3 2023.
GAAP net loss was $2.8 million, or $(0.08) per diluted share; non-GAAP diluted EPS was $0.12.
Q4 2024 outlook: revenue of $220 million to $235 million and GAAP diluted EPS of $0.01 to $0.13.
Free cash flow was $2.2 million in Q3 2024, the sixth consecutive quarter of positive free cash flow.
Wynn Resorts reported third-quarter 2024 operating revenues of $1.69 billion, up $21.4 million from a year earlier, and a net loss attributable to the company of $32.1 million, versus $116.7 million a year earlier. Adjusted Property EBITDAR was $527.7 million, down $2.7 million, and the Board raised the share repurchase authorization to $1.00 billion while declaring a $0.25 quarterly dividend.
Operating revenues were $1.69 billion, up $21.4 million from $1.67 billion in Q3 2023; Wynn Macau rose $56.9 million.
Diluted net loss per share was $0.29, compared with $1.03 in Q3 2023. Adjusted net income per diluted share was $0.90, versus $0.99.
Adjusted Property EBITDAR was $527.7 million, compared with $530.4 million a year earlier, with Las Vegas Operations down $17.0 million.
On November 1, 2024, the Board authorized repurchases of up to $1.00 billion, an increase of approximately $766 million; the $0.25 dividend is payable November 27, 2024 to holders of record on November 15, 2024.
Inspire Medical Systems reported third-quarter 2024 revenue of $203.2 million, up 33% from $153.3 million a year earlier, and diluted earnings per share of $0.60 compared with a loss of $0.29 per share in the prior-year quarter. The company raised its full-year 2024 revenue guidance to $793 million to $798 million from $788 million to $798 million, and raised its full-year diluted EPS guidance to $1.20 to $1.40 from $0.60 to $0.80.
Q3 2024 revenue $203.2 million, up 33% year over year; U.S. revenue $195.8 million
Q3 2024 net income $18.5 million; diluted EPS $0.60 versus a diluted net loss of $0.29 per share in Q3 2023
Full-year 2024 revenue guidance raised to $793 million to $798 million; EPS guidance raised to $1.20 to $1.40
Full-year 2024 gross margin guidance maintained at 83% to 85%
NAPCO Security Technologies reported results for the three months ended September 30, 2024, its first quarter of fiscal 2025. Net sales rose 6% to $44.0 million and net income rose 7% to $11.2 million, or $0.30 per diluted share, while Adjusted EBITDA fell 4% to $12.3 million. The Board also declared a $0.125 per share quarterly dividend and authorized repurchases of up to 1,000,000 additional shares.
Net sales rose 6% to $44.0 million; recurring service revenues rose 22% to $21.1 million
Net income rose 7% to $11.2 million; diluted EPS was $0.30 versus $0.28 a year earlier
Adjusted EBITDA fell 4% to $12.3 million; equipment gross margin was 24% versus 28% a year earlier
Dividend of $0.125 per share payable January 3, 2025, to holders of record December 12, 2024; cash and investments were $102.2 million with no debt
Public Service Enterprise Group reported third-quarter 2024 net income of $520 million, or $1.04 per share, up from $139 million, or $0.27 per share, a year earlier. Non-GAAP operating earnings were $0.90 per share, compared with $0.85 in the prior-year quarter, and the company narrowed its full-year 2024 non-GAAP operating earnings guidance to $3.64 to $3.68 per share from $3.60 to $3.70.
Net income of $520 million ($1.04 per share) for the quarter, versus $139 million ($0.27 per share) in Q3 2023
Non-GAAP operating earnings of $448 million ($0.90 per share), versus $425 million ($0.85 per share)
Full-year 2024 non-GAAP operating earnings guidance narrowed to $3.64 to $3.68 per share from $3.60 to $3.70
New Jersey Board of Public Utilities approved an additional $505 million in annual PSE&G revenues, effective October 15
Fox Corporation reported results for the quarter ended September 30, 2024, with revenues up 11% to $3.56 billion and net income of $832 million, up from $415 million a year earlier. The filing says net income includes a gain from the change in fair value of the company's investments, and adjusted EPS, a non-GAAP measure, rose to $1.45 from $1.09. The filing does not include guidance.
Revenues of $3.56 billion, up $357 million or 11%, driven by higher advertising, affiliate fee and other revenues
Net income attributable to Fox stockholders of $827 million ($1.78 per share) vs. $407 million ($0.82) a year earlier; adjusted EPS of $1.45 vs. $1.09
Adjusted EBITDA of $1.05 billion, up $179 million or 21%; non-operating other, net contributed $233 million
Repurchased about $250 million of Class A stock in the quarter, with $1.15 billion remaining under the authorization
DigitalOcean reported third quarter 2024 revenue of $198 million, up 12% year-over-year, and net income of $33 million, up 72%, and raised its full-year 2024 revenue guidance to $775 million to $777 million. Adjusted free cash flow fell to $26 million from $56 million a year earlier, and the filing also disclosed the October 30, 2024 resignation of Chief Revenue Officer Muhammad Aaqib Gadit, with a deferred payment of about $7.3 million to him.
Q3 2024 revenue was $198 million, up 12% year-over-year; diluted net income per share was $0.33
Full-year 2024 total revenue guidance raised to $775 million to $777 million
Q4 2024 revenue guidance set at $199 million to $201 million
Adjusted free cash flow was $26 million in Q3 2024, versus $56 million in Q3 2023; Chief Revenue Officer Muhammad Aaqib Gadit resigned October 30, 2024
The New York Times Company reported third-quarter 2024 results with total revenues up 7.0% year-over-year to $640.2 million and diluted earnings per share of $0.39, compared with $0.32 a year earlier. The company also issued fourth-quarter 2024 revenue and adjusted operating cost guidance, which shareholders can compare with future results.
Total revenues rose 7.0% to $640.2 million; digital-only subscription revenues rose 14.2% to $322.2 million.
Diluted EPS was $0.39 versus $0.32; adjusted diluted EPS was $0.45 versus $0.37.
Operating profit rose 20.7% to $76.7 million, including $4.6 million of Generative AI Litigation Costs.
Fourth-quarter 2024 guidance: digital-only subscription revenues up 14% to 17%; adjusted operating costs up 5% to 6%.
Freshpet reported third-quarter 2024 net sales of $253.4 million, up 26.3% from a year earlier, and net income of $11.9 million, compared with a net loss of $7.2 million in the prior-year quarter. The company raised its 2024 net sales and Adjusted EBITDA guidance, which signals higher expected full-year results for shareholders.
Q3 net sales of $253.4 million, up 26.3%, driven by volume gains of 26.1%
Q3 net income of $11.9 million, compared with a net loss of $7.2 million a year earlier
Q3 Adjusted EBITDA of $43.5 million, compared with $23.2 million a year earlier
2024 guidance: net sales of about $975 million (previously at least $965 million); Adjusted EBITDA of at least $155 million (previously at least $140 million); capital expenditures of about $180 million (previously about $200 million)
Loews Corporation reported third quarter 2024 net income of $401 million, or $1.82 per share, up from $253 million, or $1.12 per share, a year earlier. Excluding a $37 million pension plan termination charge in the prior-year quarter, net income grew 38%, driven by CNA, Boardwalk and parent company investment income, partly offset by a lower result at Loews Hotels.
Net income attributable to Loews was $401 million, or $1.82 per share, versus $253 million, or $1.12 per share, in Q3 2023.
CNA net income rose to $259 million from $235 million; Boardwalk net income rose 57% to $77 million from $49 million.
Loews Hotels posted a net loss of $8 million versus net income of $17 million, due to a joint venture property impairment.
Loews repurchased 0.8 million shares for $64 million in Q3 2024 and another 1.2 million shares for $92 million so far in Q4 2024.
Revvity reported third-quarter 2024 revenue of $684 million, up 2% from $671 million a year earlier, and adjusted EPS from continuing operations of $1.28, up from $1.18. The company raised its full-year 2024 adjusted EPS guidance to $4.83 to $4.87 and authorized a new two-year $1 billion share repurchase program.
Q3 2024 revenue of $684 million vs. $671 million a year earlier; GAAP EPS of $0.77 vs. $0.08
Q3 adjusted EPS from continuing operations of $1.28 vs. $1.18; adjusted operating profit margin of 28.3% vs. 27.5%
Full-year 2024 adjusted EPS guidance raised to $4.83 to $4.87; revenue guidance set at $2.75 to $2.77 billion, reflecting currency changes
New two-year $1 billion share repurchase program replaces the remainder of the program announced in May 2023; Investor Day on November 21, 2024
Berkshire Hathaway reported third-quarter 2024 net earnings of $26.3 billion, compared with a net loss of $12.8 billion a year earlier, driven mainly by investment gains. Operating earnings, which exclude investment gains and losses, fell to $10.1 billion from $10.8 billion, and nine-month net earnings rose to $69.3 billion from $58.6 billion.
Q3 2024 net earnings of $26.3 billion versus a net loss of $12.8 billion in Q3 2023
Q3 2024 investment gains of $16.2 billion versus investment losses of $23.5 billion a year earlier
Q3 2024 operating earnings of $10.1 billion, down from $10.8 billion; insurance-underwriting earnings fell to $750 million from $2.4 billion
Berkshire used approximately $2.9 billion to repurchase its shares in the first nine months of 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.