528 material Form 8-K filings that 462 companies we cover made with the SEC in January 2025, 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).
Heartland Express reported unaudited results for the fourth quarter and full year ended December 31, 2024, in a press release dated January 28, 2025. Fourth-quarter operating revenue fell to $242.6 million from $275.3 million, and the company posted a net loss of $1.9 million, or $0.02 per share, compared with net income of $5.1 million, or $0.06 per share, a year earlier, and the full year showed a net loss of $29.7 million, or $0.38 per share.
Q4 2024 operating revenue of $242.6 million vs. $275.3 million in Q4 2023; operating income of $1.0 million vs. $10.7 million
Q4 2024 net loss of $1.9 million ($0.02 per share) vs. net income of $5.1 million ($0.06 per share) in Q4 2023
Full-year 2024 net loss of $29.7 million ($0.38 per share) vs. net income of $14.8 million ($0.19 per share) in 2023
Debt paid down by $100.3 million in 2024; debt and finance lease obligations were $200.7 million at December 31, 2024
Standex reported fiscal second quarter 2025 results for the quarter ended December 31, 2024. Net sales rose 6.4% to $189.8 million, helped by the Amran/Narayan acquisition, while GAAP operating income fell 67.2% to $8.5 million, mainly due to $16.4 million in acquisition-related costs. Adjusted diluted EPS was flat at $1.91, and the company expects significantly higher third-quarter revenue on a sequential basis.
Net sales were $189.8 million, up 6.4% from $178.4 million a year earlier.
GAAP diluted EPS was $0.07, compared with $1.61 a year earlier; adjusted diluted EPS was $1.91, unchanged.
GAAP operating income was $8.5 million, versus $25.8 million; adjusted operating income rose 15.4% to $35.5 million.
Free cash flow was $2.2 million, versus $19.5 million a year earlier; net debt was $413.2 million at December 31, 2024.
Phillips 66 reported fourth-quarter 2024 earnings of $8 million, or $0.01 per share, and an adjusted loss of $61 million, or $0.15 per share, compared with adjusted earnings of $859 million in the third quarter. The company said results were hit by $230 million in pre-tax accelerated depreciation tied to the Los Angeles Refinery, and full-year 2024 earnings fell to $2.1 billion, or $4.99 per share, from $7.0 billion in 2023.
Q4 2024 reported earnings were $8 million ($0.01 per share) versus $346 million in Q3 2024; adjusted loss was $61 million ($0.15 per share).
Refining adjusted pre-tax loss widened to $759 million, including accelerated depreciation tied to the Los Angeles Refinery.
Full-year 2024 earnings were $2.1 billion ($4.99 per share) and adjusted earnings were $2.6 billion ($6.15 per share).
Returned $1.1 billion to shareholders in Q4 through dividends and share repurchases; the company set new targets through 2027, including returning over 50% of operating cash flow to shareholders.
RBC Bearings reported fiscal third-quarter 2025 results for the quarter ended December 28, 2024, with net sales of $394.4 million, up 5.5%, and GAAP diluted EPS of $1.82, up 30.9%. The company also expects fourth-quarter net sales of $434.0 million to $444.0 million, a growth rate of 4.9% to 7.3% over last year, which indicates continued top-line growth for shareholders.
Net sales were $394.4 million, up 5.5%; Aerospace/Defense segment rose 10.7% and Industrial segment rose 2.7%.
GAAP diluted EPS was $1.82 versus $1.39 a year earlier; adjusted diluted EPS was $2.34 versus $1.85, up 26.5%.
Fourth-quarter fiscal 2025 net sales are expected at $434.0 million to $444.0 million, with gross margin of 44.0% to 44.5%.
Backlog as of December 28, 2024, was $896.5 million, compared with $864.0 million on September 28, 2024.
Tompkins Financial reported fourth-quarter 2024 diluted earnings per share of $1.37 and net income of $19.7 million, up 31.0% from the fourth quarter of 2023. Full-year 2024 diluted EPS was $4.97, compared with $0.66 in 2023, a year that included a $70.0 million pre-tax loss on securities sales. The company also declared a quarterly dividend of $0.62 per share, payable February 21, 2025, which matters to shareholders as a cash return.
Q4 2024 net income $19.7 million, up 31.0% from Q4 2023; diluted EPS $1.37 versus $1.05
Full-year 2024 diluted EPS $4.97 versus $0.66 in 2023; net income $70.9 million
Q4 2024 net interest margin 2.93%, up from 2.79% in Q3 2024; total deposits $6.5 billion, down 1.6% from September 30, 2024
Quarterly dividend $0.62 per share, payable February 21, 2025, to holders of record February 14, 2025
Franklin Resources reported net income attributable to the company of $163.6 million, or $0.29 per diluted share, for the quarter ended December 31, 2024. That was down 35% from a year earlier but improved from a net loss of $84.7 million in the prior quarter, while operating revenues rose 13% year over year. Long-term net outflows of $50.0 billion, including $67.9 billion at Western Asset Management, reduced total assets under management to $1,575.7 billion, and the company's revenue depends on those assets.
Net income attributable to Franklin Resources was $163.6 million, or $0.29 per diluted share, versus a net loss of $84.7 million in the prior quarter and $251.3 million a year earlier.
Operating revenues were $2,251.6 million, up 13% from $1,991.1 million a year earlier and up 2% from $2,211.2 million in the prior quarter.
Adjusted diluted earnings per share were $0.59, flat from the prior quarter and down 9% from $0.65 a year earlier. The company says these are non-GAAP measures.
Long-term net outflows were $50.0 billion, including $67.9 billion at Western Asset Management; total assets under management ended the quarter at $1,575.7 billion, down from $1,678.6 billion.
Badger Meter reported fourth-quarter and full-year 2024 results on January 31, 2025, with sales, operating profit and earnings per share all higher than a year earlier. The company also said it acquired SmartCover Systems, a sewer and lift station monitoring business, and the filing does not state the deal terms. For shareholders, the results show growth in both sales and profit, and the acquisition extends the company's BlueEdge product line.
Q4 2024 net sales were $205.2 million, up 13% from $182.4 million a year earlier.
Q4 diluted EPS was $1.04, up 24% from $0.84, and operating profit rose 22% with a 19.1% margin.
Full-year 2024 net sales were $826.6 million, up 18%, and diluted EPS was $4.23, up 35% from $3.14.
The company announced the acquisition of SmartCover Systems on January 31, 2025; the filing does not disclose its price.
Grainger reported fourth-quarter 2024 sales of $4.2 billion, up 5.9%, and reported diluted EPS of $9.71, up 23.1%. For full-year 2024, sales rose 4.2% to $17.2 billion and reported diluted EPS rose 6.8% to $38.71, while reported operating margin fell 20 basis points to 15.4%. The company also issued 2025 guidance calling for net sales of $17.6 billion to $18.1 billion and diluted EPS of $39.00 to $41.50.
Q4 2024 net sales of $4,233 million rose 5.9%; reported operating margin was 15.0%, up 110 basis points.
FY 2024 reported diluted EPS of $38.71 rose 6.8%; FY 2024 operating cash flow was $2.1 billion.
2025 guidance: net sales of $17.6 billion to $18.1 billion, adjusted diluted EPS of $39.00 to $41.50, and share buybacks of $1.15 billion to $1.25 billion.
The company returned $1.6 billion to shareholders through dividends and share repurchases in 2024.
Piper Sandler reported fourth-quarter and full-year 2024 results on January 31, 2025. Q4 net revenues were $484 million, up 3% from a year earlier, and full-year net revenues were $1.53 billion, up 13%. Full-year GAAP earnings per diluted share were $10.24, up 106%, and the board declared a $3.00 special dividend plus a $0.65 quarterly dividend, which shareholders will receive as higher payouts totaling $5.50 per share for fiscal 2024.
Q4 2024 net revenues of $484 million, up 35% from Q3 2024 and 3% from Q4 2023.
Q4 2024 GAAP net income attributable to the company of $69 million, or $3.86 per diluted share, up 29% from Q4 2023.
Full-year 2024 GAAP net revenues of $1.53 billion, up 13%, and GAAP earnings of $10.24 per diluted share, up 106%.
Special dividend of $3.00 and quarterly dividend of $0.65 per share, payable March 14, 2025, to holders of record as of March 4, 2025.
First Hawaiian reported fourth-quarter 2024 net income of $52.5 million, or $0.41 per diluted share, down from $61.5 million and $0.48 in the prior quarter but up from $47.5 million and $0.37 a year earlier. The results include a $26.2 million pre-tax loss from selling $290.4 million of low-yielding securities, which the company reinvested in $291.5 million of higher-yielding securities.
Q4 2024 net income $52.5 million, $0.41 per diluted share, versus $61.5 million and $0.48 in Q3 2024
Q4 2024 included a $26.2 million pre-tax ($19.2 million after-tax) loss on the sale of securities
Net interest margin rose 8 basis points to 3.03%; total deposits rose $94.5 million to $20.3 billion
Board declared a $0.26 per share quarterly dividend payable February 28, 2025, and adopted a repurchase program of up to $100.0 million for 2025
Gentex reported fourth-quarter 2024 net sales of $541.6 million, down 8% from a year earlier, and diluted EPS of $0.39 versus $0.50. For calendar 2024, net sales rose 1% to a record $2.31 billion, but diluted EPS fell to $1.76 from $1.84. The company also issued 2025 revenue guidance of $2.40 to $2.45 billion, which is a forecast of growth for shareholders to weigh against the weaker fourth quarter and lower profit.
Q4 2024 net sales were $541.6 million, down from $589.1 million in Q4 2023; the company cited a revenue shortfall of approximately $45 to $50 million versus its beginning-of-quarter forecast.
Q4 2024 gross margin was 32.5% versus 34.5%, and the quarter included an $8.9 million intangible asset impairment charge.
Calendar 2024 net income was $404.5 million versus $428.4 million in 2023.
2025 guidance includes revenue of $2.40 to $2.45 billion and gross margin of 33.5% to 34.5%; the guidance excludes the pending VOXX International acquisition.
Colgate-Palmolive reported fourth quarter and full year 2024 results. Fourth quarter net sales were $4,944 million, down 0.1%, while GAAP diluted EPS rose 3% to $0.90. For the full year, net sales reached $20.1 billion (up 3.3%) and GAAP diluted EPS rose 27% to $3.51. For 2025, the company expects roughly flat net sales and mid-single-digit GAAP EPS growth.
Q4 2024 net sales $4,944 million, down 0.1%; organic sales up 4.3%
Q4 2024 GAAP diluted EPS $0.90, up 3%; Base Business EPS $0.91, up 5%
Full year 2024 net sales $20.1 billion, up 3.3%; GAAP diluted EPS $3.51, up 27%
2025 guidance: net sales roughly flat, including a mid-single-digit negative FX impact; GAAP EPS growth mid-single-digit
Broadridge reported second-quarter fiscal 2025 results for the period ended December 31, 2024, with total revenues up 13% to $1,589 million and diluted EPS up 103% to $1.20. The company reaffirmed its fiscal 2025 guidance, including 6-8% constant-currency recurring revenue growth, 8-12% adjusted EPS growth, and closed sales of $290-$330 million, which keeps the outlook unchanged for shareholders.
Total revenues rose 13% to $1,589 million from $1,405 million; operating income rose 69% to $211 million.
Adjusted EPS rose 70% to $1.56 from $0.92; diluted EPS rose to $1.20 from $0.59.
Recurring revenues rose 9% to $980 million; event-driven revenues rose 126% to $125 million.
FY25 guidance was unchanged, including 6-8% recurring revenue growth constant currency and closed sales of $290-$330 million.
Revvity reported fourth-quarter 2024 revenue of $729 million, up from $696 million a year earlier, and GAAP EPS of $0.78 versus $0.64. For full-year 2024, adjusted EPS from continuing operations rose to $4.90 from $4.65 on revenue that was essentially flat at $2,755 million. The company also initiated 2025 guidance of $2.80-$2.85 billion in revenue and $4.90-$5.00 in adjusted EPS, which gives shareholders its outlook for the year.
Q4 2024 GAAP EPS $0.78 vs $0.64; adjusted EPS from continuing operations $1.42 vs $1.25
Q4 2024 GAAP operating income $119 million vs $77 million; GAAP operating margin 16.3% vs 11.1%
Full-year 2024 GAAP EPS $2.20 vs $5.55 in 2023; the 2023 figure included $4.11 per share from discontinued operations
2025 guidance: total revenue $2.80-$2.85 billion and adjusted EPS $4.90-$5.00
Church & Dwight reported fourth-quarter 2024 net sales of $1,582.0 million, up 3.5%, and adjusted EPS of $0.77, up 18.5%, both ahead of its outlook. Full-year reported EPS fell 22.3% to $2.37 because of $357.1 million in asset impairments, mainly in its vitamin business, while full-year adjusted EPS rose 8.5% to $3.44. The company also expects 2025 adjusted EPS to grow 7% to 8% and raised its quarterly dividend 4%, but guided first-quarter adjusted EPS down 6% to $0.90.
Q4 2024 net sales $1,582.0 million, up 3.5%; organic sales up 4.2%, above the 2% to 3% outlook
Q4 reported EPS $0.76, up 22.6%; adjusted EPS $0.77 versus $0.65 a year earlier
Full-year reported EPS $2.37, down 22.3%, due to $357.1 million in tradename and asset impairments
Quarterly dividend raised 4% to $0.295 per share, payable March 3, 2025
Virtus Investment Partners reported fourth-quarter 2024 results. Revenue rose 9% from a year earlier to $233.5 million, and GAAP diluted earnings per share were $4.66, up from $4.21, though down from $5.71 in the prior quarter. Net outflows of $4.8 billion and a drop in assets under management to $175.0 billion from $183.7 billion in the prior quarter weighed on the period, so results point in mixed directions for shareholders.
GAAP diluted EPS was $4.66, up 11% from $4.21 a year earlier but down 18% from $5.71 in the prior quarter
Adjusted diluted EPS was $7.50, up 23% from $6.11 a year earlier
Net outflows were $4.8 billion, including a previously disclosed $3.3 billion lower-fee partial redemption of an institutional mandate
Assets under management ended the quarter at $175.0 billion, down from $183.7 billion at September 30, 2024
LyondellBasell reported a fourth-quarter 2024 net loss of $603 million, or $1.87 per diluted share, compared with net income of $185 million in the same quarter of 2023. Sales and other operating revenues were $9,497 million, down from $9,929 million a year earlier, and the company recorded $1,065 million of pre-tax asset write-downs. The filing also announced that Agustin Izquierdo will succeed Michael McMurray as chief financial officer effective March 1, 2025.
Q4 2024 net loss of $603 million, or $1.87 per share, versus net income of $185 million in Q4 2023
Q4 2024 sales and other operating revenues of $9,497 million, versus $9,929 million in Q4 2023
Full-year 2024 net income of $1,367 million, or $4.15 per share, versus $2,121 million in 2023
Agustin Izquierdo to succeed Michael McMurray as CFO effective March 1, 2025
Autoliv reported fourth-quarter 2024 results with net sales down 4.9% to $2,616 million and organic sales down 3.3%, while operating income reached a record $353 million and diluted EPS rose 14% to $3.10. Adjusted diluted EPS fell 19% to $3.05, and the company guided 2025 to around 2% organic sales growth and an adjusted operating margin of around 10-10.5%, with around $1.2 billion of operating cash flow.
Q4 2024 net sales were $2,616 million, down 4.9% from $2,751 million; organic sales declined 3.3% against a global LVP increase of 0.4%.
Operating income was a record $353 million (13.5% margin) versus $237 million a year earlier; adjusted operating income was $349 million.
Full year 2025 guidance: around 2% organic sales growth, adjusted operating margin of around 10-10.5%, and operating cash flow of around $1.2 billion.
The company expects 2025 LVP to decline slightly and will hold its Capital Markets Day on June 3, 2025.
ArcBest reported fourth quarter 2024 revenue of $1.0 billion, down from $1.1 billion a year earlier, and net income of $29.0 million, or $1.24 per diluted share, versus $48.8 million, or $2.01, in the prior-year quarter. For the full year, GAAP diluted earnings per share from continuing operations rose to $7.28 from $5.77, but that figure includes a $67.9 million after-tax benefit from a reduced contingent consideration liability, and non-GAAP diluted earnings per share fell to $6.28 from $7.88.
Q4 2024 revenue $1.0 billion vs. $1.1 billion in Q4 2023; net income $29.0 million, $1.24 per diluted share, vs. $48.8 million, $2.01
Full-year 2024 revenue $4.2 billion vs. $4.4 billion in 2023; GAAP diluted EPS from continuing operations $7.28 vs. $5.77
Full-year non-GAAP diluted EPS $6.28 vs. $7.88 in 2023
Over $85 million returned to shareholders in 2024 through buybacks and dividends; $48.7 million repurchase authorization remaining as of January 29, 2025
WisdomTree reported fourth-quarter 2024 net income of $27.3 million and diluted EPS of $0.18, compared with a net loss in the prior quarter. Operating revenues fell 2.2% from the third quarter to $110.7 million but rose 21.9% from a year earlier, and operating margin declined to 31.7%. The company also declared a $0.03 quarterly dividend, payable February 26, 2025.
Q4 2024 operating revenues were $110.7 million, down 2.2% from Q3 2024 and up 21.9% from Q4 2023.
Q4 2024 net income was $27.3 million, versus a net loss of $4.5 million in Q3 2024; full-year 2024 net income was $66.7 million, versus $102.5 million in 2023.
Operating income margin was 31.7%, down from 36.0% in Q3 2024, due to higher expenses including costs of the BNY Custody Migration.
Board declared a $0.03 per share quarterly dividend on January 28, 2025, payable February 26, 2025 to holders of record on February 12, 2025.
Dorian LPG reported fiscal third-quarter results for the three months ended December 31, 2024, with revenue of $80.7 million, down 50.5% from $163.1 million a year earlier, mainly due to lower spot charter rates. Net income fell to $21.4 million, or $0.50 per diluted share, from $100.0 million, or $2.47, and the company declared an irregular dividend of $0.70 per share, payable February 27, 2025.
Revenue of $80.7 million, down $82.4 million or 50.5% from the prior-year quarter
Net income of $21.4 million, or $0.50 per diluted share, versus $100.0 million, or $2.47, a year earlier
Time charter equivalent rate of $36,071 per available day, down 49.9% from $71,938
Irregular dividend of about $30.0 million, or $0.70 per share, payable on or about February 27, 2025 to holders of record as of February 5, 2025
Baker Hughes reported fourth-quarter 2024 revenue of $7.4 billion, up 8% year-over-year, and GAAP diluted EPS of $1.18 versus $0.43 a year earlier, with the GAAP figure boosted by a $664 million U.S. tax valuation allowance release. Full-year 2024 revenue was $27.8 billion, up 9%, and the company said it will raise its quarterly dividend 10% to $0.23. Shareholders see higher revenue, profit and a larger dividend, though fourth-quarter operating income fell 29% sequentially after a $281 million restructuring, impairment and other charge.
Q4 2024 revenue of $7,364 million, up 8% year-over-year; orders of $7,496 million, up 9%.
GAAP diluted EPS of $1.18 vs. $0.43 a year earlier; adjusted diluted EPS of $0.70, up 37%.
Q4 GAAP income tax benefit of $398 million reflects a $664 million valuation allowance release; restructuring, impairment and other charges were $281 million.
Quarterly dividend to increase 10% to $0.23 per share; full-year 2024 adjusted diluted EPS was $2.35.
Federated Hermes reported fourth-quarter 2024 diluted EPS of $1.04, up from $0.96 a year earlier, and full-year 2024 EPS of $3.23, down from $3.40. Full-year results include a $66.3 million non-cash impairment of an intangible asset recorded in Q2 2024, which the company said reduced EPS by $0.73. Total managed assets reached a record $829.6 billion at Dec. 31, 2024.
Q4 2024 net income was $84.7 million, compared with $82.2 million in Q4 2023.
Full-year 2024 net income was $268.3 million, compared with $299.0 million in 2023, including the $66.3 million impairment charge.
Total managed assets were $829.6 billion at Dec. 31, 2024, up 10% from $757.6 billion a year earlier.
The board declared a $0.31 quarterly dividend payable Feb. 14, 2025; the company bought back 552,533 Class B shares for $22.1 million in Q4 2024.
Arthur J. Gallagher & Co. reported fourth quarter 2024 revenues before reimbursements of $2,680.0 million, up from $2,393.1 million a year earlier, and net earnings of $258.2 million, compared with a net loss of $39.6 million. The company also reported full year 2024 net earnings of $1,470.4 million, up from $966.0 million in 2023, and separately adopted amended and restated bylaws on January 29, 2025.
Q4 2024 diluted EPS was $1.12 as reported, versus a loss of $0.15 in Q4 2023; adjusted diluted EPS was $2.13, versus $1.82
Full year 2024 revenues before reimbursements were $11,400.6 million, versus $9,926.5 million in 2023; full year diluted EPS was $6.50, versus $4.42
Full year 2024 adjusted diluted EPS was $10.09, versus $8.70 in 2023
Amended bylaws, effective January 29, 2025, clarified meeting chairman authority, deleted the performance-related fee disclosure requirement, and allowed bylaw amendments by written consent
PennyMac Mortgage Investment Trust reported fourth-quarter 2024 net income attributable to common shareholders of $36.1 million, or $0.41 per diluted share, on net investment income of $107.9 million. For the full year, net income attributable to common shareholders fell to $119.2 million, or $1.37 per diluted share, from $157.8 million, or $1.63, in 2023.
Q4 2024 diluted EPS of $0.41, up from $0.36 in Q3 2024 but below $0.44 in Q4 2023
Full-year 2024 net investment income of $334.2 million, down from $429.0 million in 2023
Book value per common share rose to $15.87 at December 31, 2024, from $15.85 at September 30, 2024
Q4 2024 cash dividend of $0.40 per common share was paid on January 24, 2025
Ameris Bancorp reported fourth-quarter 2024 net income of $94.4 million, or $1.37 per diluted share, up from $65.9 million, or $0.96 per diluted share, a year earlier. Full-year 2024 net income was $358.7 million, or $5.19 per diluted share, compared with $269.1 million, or $3.89 per diluted share, in 2023. The company also raised its quarterly cash dividend to $0.20 per share from $0.15.
Q4 2024 adjusted net income was $95.1 million, or $1.38 per diluted share, compared with $73.6 million, or $1.07, in Q4 2023
Full-year 2024 net income of $358.7 million compared with $269.1 million in 2023
Quarterly dividend increased by $0.05, or 33.3%, to $0.20 per common share
Q4 net interest margin was 3.64%, up 13 basis points from 3.51% in Q3 2024; no shares were repurchased in Q4
Eastman Chemical reported fourth-quarter and full-year 2024 results, with sales and per-share earnings both higher than a year earlier. The company also projected 2025 EPS of $8.00-$8.75 and cash from operations of about $1.3 billion.
Q4 2024 sales were $2,245 million, up 2% from $2,207 million; GAAP diluted EPS was $2.82 versus $2.61, and adjusted EPS was $1.87 versus $1.31.
Full-year 2024 sales were $9,382 million, up from $9,210 million; GAAP diluted EPS was $7.67 versus $7.49, and adjusted EPS was $7.89 versus $6.40.
Q4 2024 GAAP earnings before interest and taxes fell to $349 million from $477 million, which included a 2023 gain on the Texas City sale.
For 2025, the company expects EPS of $8.00-$8.75 and cash from operations of about $1.3 billion.
The Hartford reported fourth quarter 2024 net income available to common stockholders of $848 million ($2.88 per diluted share), up 11% from a year earlier, while core earnings of $865 million ($2.94 per diluted share) fell 7%. For full year 2024, net income rose 24% to $3.1 billion and core earnings rose 11% to $3.1 billion, and the company returned $2.1 billion to stockholders.
Q4 2024 net income available to common stockholders was $848 million ($2.88 per diluted share), up from $766 million in Q4 2023.
Q4 2024 core earnings were $865 million ($2.94 per diluted share), down from $935 million in Q4 2023.
Q4 2024 included a $203 million pre-tax charge for asbestos and environmental reserves, of which $62 million was ceded to the A&E retroactive reinsurance treaty, and a $58 million pre-tax benefit from the Navigators ADC deferred gain amorti
For full year 2024, net income was $3.1 billion ($10.35 per diluted share) and core earnings were $3.1 billion ($10.30 per diluted share).
Adtalem Global Education Inc. (NYSE: ATGE) reported second quarter fiscal 2025 results on January 30, 2025, with revenue up 13.9% and diluted EPS of $1.98 versus $0.98 a year earlier. The company raised its fiscal 2025 revenue and adjusted EPS guidance, and the filing was made by Adtalem, not Covista Inc. (CVSA) as named in the request.
Revenue of $447.7 million, up 13.9% year-over-year; total enrollment of 91,264, up 11.6%
Diluted EPS of $1.98 versus $0.98 prior year; adjusted EPS of $1.81 versus $1.23
Fiscal 2025 revenue guidance raised to $1,730 million to $1,760 million; adjusted EPS guidance of $6.10 to $6.30
Repurchased $38 million of shares; $140 million remains under the $300 million authorization through January 2027
Cavco reported results for its fiscal third quarter ended December 28, 2024, with net revenue of $522 million, up 16.8% from a year earlier, mainly on higher home sales volume. Net income attributable to common stockholders rose 56.9% to $56.5 million, and diluted earnings per share were $6.90 versus $4.27, which the company said included positive tax items and stock buybacks.
Net revenue of $522 million, up 16.8% from $447 million, primarily on home sales volume growth of 21.6%
Diluted EPS of $6.90 versus $4.27 a year earlier; net income attributable to common stockholders of $56.5 million
Financial services gross profit was 55.5% of net revenue, compared with 36.8% in the prior-year quarter
Stock repurchases were approximately $42 million in the quarter; backlogs totaled $224 million at quarter end
Weyerhaeuser reported fourth quarter 2024 net earnings of $81 million, or 11 cents per diluted share, on net sales of $1.7 billion, down from $219 million, or 30 cents, a year earlier. For full year 2024, net earnings were $396 million, or 54 cents per share, versus $839 million in 2023, and the company expects first quarter 2025 earnings before special items and Adjusted EBITDA to be about $20 million higher than the fourth quarter.
Q4 2024 net earnings were $81 million, up from $28 million in Q3 2024 but down from $219 million in Q4 2023; Adjusted EBITDA was $294 million versus $321 million a year earlier.
Full year 2024 net sales were $7.1 billion and Adjusted EBITDA was $1.3 billion, compared with $7.7 billion and $1.7 billion in 2023.
Q1 2025 outlook: earnings before special items and Adjusted EBITDA are expected to be about $20 million higher than Q4 2024.
The company returned $735 million to shareholders based on 2024 results and actions, including $153 million of share repurchases completed in 2024, and raised its base dividend by 5.3 percent.
Deckers reported third-quarter fiscal 2025 results for the period ended December 31, 2024, with net sales up 17.1% to $1.827 billion and diluted EPS up to $3.00 from $2.52. The company raised its full-year fiscal 2025 revenue growth outlook to approximately 15% and its diluted EPS outlook to $5.75 to $5.80, which matters to shareholders because both headline measures improved and guidance moved higher.
Q3 net sales rose 17.1% to $1.827 billion; UGG brand sales rose 16.1% to $1.244 billion and HOKA brand sales rose 23.7% to $530.9 million
Q3 diluted EPS was $3.00 versus $2.52 a year earlier; operating income was $567.3 million versus $487.9 million
Full-year fiscal 2025 net sales are now expected to rise about 15% to $4.9 billion, and diluted EPS is now expected at $5.75 to $5.80
Company repurchased about 275 thousand shares for $44.7 million in the quarter and had about $640.7 million left under its repurchase authorization
The Bancorp reported fourth-quarter 2024 net income of $55.9 million, or $1.15 per diluted share, up from $44.0 million, or $0.81, a year earlier, with EPS up 42%. The company affirmed its 2025 guidance of $5.25 per share, but said planned 2025 buybacks of $150 million are $100 million lower than in 2024 to help repay $96 million of senior secured debt.
Q4 2024 net income of $55.9 million, or $1.15 per diluted share, versus $44.0 million, or $0.81, in Q4 2023
Full-year 2024 EPS growth of 23%, per CEO Damian Kozlowski
2025 guidance of $5.25 per share affirmed; it does not include $150 million of planned 2025 buybacks
Planned buybacks cut $100 million from 2024 to repay $96 million of senior secured debt
Boot Barn Holdings reported fiscal third-quarter 2025 results for the quarter ended December 28, 2024, with net sales up 16.9% to $608.2 million and diluted earnings per share of $2.43, compared with $1.81 a year earlier. The company said third-quarter diluted EPS was above the high end of its guidance range and issued updated fiscal 2025 guidance that supersedes its October 28, 2024 outlook. Net income included an estimated $0.22 per diluted share benefit tied to the former CEO's resignation.
Same store sales rose 8.6%, with e-commerce same store sales up 11.1%
Income from operations increased to $99.5 million from $75.1 million
Fiscal 2025 guidance: total sales of $1.908 billion to $1.918 billion and diluted EPS of $5.81 to $5.90
Fourth-quarter guidance: total sales of $451 million to $460 million and diluted EPS of $1.17 to $1.26
FirstCash reported record fourth-quarter and full-year 2024 revenue and GAAP net income, driven mainly by its pawn operations, and declared a quarterly dividend of $0.38 per share. The company's 2025 outlook expects pawn to remain the main earnings driver, while its AFF payment solutions segment is expected to see revenue decline 10% to 15% in 2025.
Q4 2024 revenue was $884 million, up 4% from $852 million a year earlier; GAAP diluted EPS was $1.86 versus $1.53, up 22%
Full-year 2024 revenue was a record $3.4 billion, up 8%; GAAP net income was $259 million, up from $219 million, with diluted EPS of $5.73 versus $4.80
Adjusted (non-GAAP) Q4 diluted EPS rose 4% to $2.12 from $2.04
Quarterly dividend of $0.38 per share is payable February 28, 2025 to holders of record as of February 14, 2025
Visa reported fiscal first-quarter 2025 results for the quarter ended December 31, 2024, with net revenue of $9.5 billion, up 10% from a year earlier. GAAP net income was $5.1 billion, or $2.58 per share, up 8% per share, while non-GAAP EPS was $2.75, up 14%. The board also declared a quarterly dividend of $0.590 per share, payable March 3, 2025 to holders of record as of February 11, 2025.
Net revenue of $9.5 billion rose 10% (11% on a constant-dollar basis); payments volume grew 9% and processed transactions grew 11%.
GAAP net income of $5.1 billion rose 5%; GAAP EPS of $2.58 rose 8%.
Results included $213 million of severance costs and $75 million of net equity investment losses.
Visa repurchased about 13 million class A shares for $3.9 billion in the quarter and had $9.1 billion of remaining repurchase authorization as of December 31, 2024.
VIAVI reported preliminary fiscal second-quarter results for the quarter ended December 28, 2024, with net revenue of $270.8 million, up 6.4% year over year. GAAP net income fell 15.0% to $9.1 million, while non-GAAP diluted EPS rose 18.2% to $0.13. The company also guided third-quarter net revenue to $276 million to $288 million and non-GAAP EPS to $0.10 to $0.13, and said the results are preliminary until it files its Form 10-Q.
Net revenue of $270.8 million, up $16.3 million or 6.4% year over year; Network Enablement revenue rose 15.1% to $179.0 million
GAAP diluted EPS of $0.04, down $0.01 or 20.0% year over year; non-GAAP diluted EPS of $0.13, up $0.02 or 18.2%
Third-quarter fiscal 2025 guidance: net revenue of $276 million to $288 million and non-GAAP EPS of $0.10 to $0.13
Acquisition of Inertial Labs, Inc. completed January 28, 2025; results remain preliminary pending the Form 10-Q
ResMed reported fiscal second-quarter 2025 results for the quarter ended December 31, 2024, with revenue up 10% to $1.3 billion and diluted earnings per share of $2.34, up from $1.42. The prior-year quarter included $64.2 million of restructuring charges, which lifts the year-over-year comparison; non-GAAP diluted EPS rose 29% to $2.43. The board also declared a quarterly dividend of $0.53 per share.
Revenue rose 10% to $1.3 billion ($1,282.1 million); gross margin improved 300 basis points to 58.6%.
Diluted EPS was $2.34 versus $1.42; non-GAAP diluted EPS was $2.43 versus $1.88.
Operating cash flow was $309 million; $78 million was paid in dividends and $75 million was spent on share repurchases.
Quarterly dividend of $0.53 per share has a February 13, 2025 record date and is payable March 20, 2025.
AppFolio reported fourth-quarter revenue of $204 million, up 19% year over year, and full-year 2024 revenue of $794 million, up 28%. Full-year GAAP operating income rose to $136 million from $1 million, while fourth-quarter GAAP operating income fell to $23 million from $28 million. The company also gave 2025 guidance of $920 million to $940 million in revenue, and its interim CFO Tim Eaton was named interim Principal Accounting Officer.
Q4 2024 revenue $204 million, up 19% year over year; Q4 GAAP operating income $23 million vs. $28 million in Q4 2023
FY 2024 revenue $794 million, up 28%; FY 2024 GAAP operating income $136 million vs. $1 million in 2023
2025 outlook: revenue of $920 million to $940 million; non-GAAP operating margin of 24.5% to 26.5%
On January 29, 2025, Tim Eaton was appointed interim Principal Accounting Officer while remaining interim CFO
SkyWest reported fourth-quarter 2024 net income of $97 million, or $2.34 per diluted share, up from $18 million, or $0.42 per share, a year earlier. For the full year 2024, net income was $323 million, or $7.77 per diluted share, compared with $34 million, or $0.77 per share, in 2023. Revenue and profit both rose sharply, which points to a strong year for shareholders, though cash and marketable securities declined over the quarter.
Q4 2024 total operating revenues were $944 million, up 26% from $752 million in Q4 2023
Full year 2024 net income was $323 million, or $7.77 per diluted share, versus $34 million, or $0.77, in 2023
Cash and marketable securities were $802 million at December 31, 2024, down from $836 million at September 30, 2024
Share repurchases in Q4 2024 totaled 47,000 shares for $4.9 million, with $48 million of remaining authorization
Kirby reported fourth quarter 2024 results. GAAP net earnings attributable to Kirby fell to $42.8 million, or $0.74 per share, from $61.9 million, or $1.04 per share, a year earlier, after a $56.3 million non-cash impairment charge. Excluding one-time items, adjusted earnings were $74.9 million, or $1.29 per share, and revenues rose slightly to $802.3 million, and the company expects 2025 earnings per share growth of 15% to 25%.
Q4 2024 GAAP EPS $0.74 vs. $1.04 in Q4 2023; adjusted EPS $1.29, up 24% year over year
Q4 revenues $802.3 million vs. $799.2 million in Q4 2023
$56.3 million non-cash impairment in Distribution and Services, mainly conventional diesel fracturing equipment inventory
2025 outlook: earnings per share growth of 15% to 25% year over year; operating cash flow of $620 million to $720 million
Berkshire Hills Bancorp reported fourth-quarter 2024 GAAP net income of $19.7 million, or $0.46 per share, down from $37.5 million, or $0.88 per share, in the prior quarter. Operating earnings rose 5% linked quarter to $26.0 million, or $0.60 per share, but GAAP results included $6.6 million in non-operating expenses related primarily to the pending merger with Brookline Bancorp.
Q4 2024 GAAP EPS $0.46 vs $0.88 in Q3 2024; operating EPS $0.60, up 3% linked quarter and 28% year over year
Total net revenue $110.2 million in Q4 2024 vs $125.6 million in Q3 2024 and $80.0 million in Q4 2023
FY2024 GAAP EPS $1.43 vs $1.60 in 2023; FY2024 operating EPS $2.22, up 4%
Management held a conference call on January 30, 2025 to discuss results and provide guidance; the filing does not state guidance figures
Cullen/Frost reported fourth-quarter 2024 net income available to common shareholders of $153.2 million, up from $100.9 million a year earlier, when results included a $51.5 million FDIC surcharge. For full-year 2024, net income available to common shareholders fell 2.6% to $575.9 million, and diluted EPS was $8.87 versus $9.10 in 2023. The board also authorized a $150 million share repurchase program running through January 28, 2026.
Q4 2024 net income available to common shareholders was $153.2 million, up $52.3 million from $100.9 million in Q4 2023
Q4 2024 diluted EPS was $2.36, compared with $1.55 in Q4 2023
Full-year 2024 net income available to common shareholders was $575.9 million, down 2.6% from $591.3 million in 2023
Board authorized up to $150 million in common stock repurchases through January 28, 2026, and declared a first-quarter dividend of $0.95 per common share payable March 14, 2025
Schneider National reported fourth-quarter 2024 operating revenues of $1.3 billion, down 2% from a year earlier, while income from operations rose 35% to $42.4 million and diluted EPS rose to $0.18 from $0.15. The company guided to 2025 adjusted diluted EPS of $0.90 to $1.20, but full-year 2024 net income fell to $117.0 million from $238.5 million.
Q4 2024 operating revenues were $1.3 billion versus $1.4 billion in Q4 2023; income from operations was $42.4 million versus $31.3 million.
Diluted EPS was $0.18 versus $0.15; adjusted diluted EPS was $0.20 versus $0.16.
Full-year 2024 net income was $117.0 million versus $238.5 million, and diluted EPS was $0.66 versus $1.34.
2025 guidance calls for adjusted diluted EPS of $0.90 to $1.20 and net capital expenditures of $400 million to $450 million; the quarter included about $7.0 million of claims reserve expense.
Darling Ingredients issued a statement on fourth quarter and fiscal 2024 results for its 50/50 Diamond Green Diesel (DGD) joint venture, whose figures were reported by its partner Valero. DGD's renewable diesel segment earned about $170 million in operating income in the quarter, but a lower of cost-or-market valuation adjustment of about $118 million reduced results, and the company's full-year 2024 figures also include a $176 million adjustment. The filing does not include consolidated revenue, earnings per share or 2025 guidance; the company will release full results and outlook on February 6, 2025.
DGD Q4 2024 EBITDA per gallon was $0.40, or $0.81 excluding the lower of cost-or-market adjustment
DGD full-year 2024 EBITDA per gallon was $0.46, or $0.60 excluding the adjustment
DGD sold or shipped 292.8 million gallons in Q4 2024 and 1.25 billion gallons for full-year 2024
Full fourth quarter and fiscal 2024 results and 2025 outlook are scheduled for release and a conference call on February 6, 2025
ScanSource reported fiscal second-quarter 2025 results for the quarter ended December 31, 2024, with net sales down 15.5% year over year and GAAP net income down 47.9%. The company reaffirmed its fiscal 2025 outlook and said its CEO, Mike Baur, was also appointed President effective January 27, 2025, with no change to his compensation.
Net sales were $747.5 million versus $884.8 million a year earlier; gross profit rose 1.0% to $101.7 million.
GAAP diluted EPS was $0.70 versus $1.29; non-GAAP diluted EPS was $0.85, unchanged year over year.
Fiscal 2025 outlook reaffirmed: net sales $3.1 billion to $3.5 billion and adjusted EBITDA $140 million to $160 million.
Mike Baur, Chair and CEO, was appointed President effective January 27, 2025, and his compensation will not change.
Oshkosh reported fourth-quarter 2024 net sales of $2.62 billion, up 6.3 percent, and diluted EPS of $2.33 versus $2.28 a year earlier. It initiated 2025 EPS guidance of about $10.30 (adjusted about $11.00) and raised its quarterly dividend 11 percent to $0.51 per share. Defense segment operating income fell 75.8 percent on contract catch-up adjustments, and the company expects Access demand to soften in the first half of 2025.
Q4 2024 sales were $2.62 billion, up 6.3 percent; Vocational sales rose 19.8 percent to $880.6 million.
Q4 2024 diluted EPS was $2.33 (GAAP) and $2.58 (adjusted), versus $2.28 and $2.56 a year earlier.
Defense segment operating income fell 75.8 percent to $15.0 million, reflecting cumulative catch-up adjustments on contracts.
2025 guidance: diluted EPS of about $10.30 and adjusted EPS of about $11.00 on projected net sales of about $10.6 billion; quarterly dividend of $0.51 payable March 3, 2025.
PulteGroup reported fourth-quarter 2024 net income of $913 million, or $4.43 per diluted share, up from $711 million, or $3.28 per share, a year earlier. The result included a $255 million pre-tax insurance benefit, and home sale gross margin fell to 27.5%. The board also approved a $1.5 billion increase to the share repurchase authorization, which leaves $2.1 billion available, giving shareholders a larger capacity for buybacks.
Q4 net income was $913 million, or $4.43 per diluted share, including a $255 million pre-tax insurance benefit worth $0.93 per share; the prior-year quarter was $3.28 per share.
Home sale revenues rose 13% to $4.7 billion, driven by a 6% increase in closings to 8,103 homes.
Home sale gross margin was 27.5%, down from 28.9%; net new orders were 6,167 homes, compared with 6,214 a year earlier.
The board approved a $1.5 billion increase to the share repurchase authorization, leaving $2.1 billion remaining, as announced in a separate January 30, 2025 release.
NETSCOUT reported third-quarter fiscal 2025 revenue of $252.0 million, up from $218.1 million a year earlier, and GAAP net income of $48.8 million, or $0.67 per diluted share, compared with a net loss of $132.6 million in the prior-year quarter that included a goodwill impairment charge. The company narrowed its fiscal 2025 outlook ranges while keeping the midpoints for revenue and non-GAAP earnings per share unchanged.
Q3 fiscal 2025 revenue was $252.0 million versus $218.1 million in Q3 fiscal 2024; product revenue was $128.2 million versus $95.8 million.
GAAP net income was $48.8 million, or $0.67 per diluted share, versus a net loss of $132.6 million, or $(1.87) per share, a year earlier; non-GAAP diluted EPS was $0.94 versus $0.73.
Fiscal 2025 revenue outlook narrowed to $810 million to $820 million from $800 million to $830 million; non-GAAP EPS outlook narrowed to $2.15 to $2.25 from $2.10 to $2.30, with midpoints maintained.
The company intends to fully repay the $75.0 million outstanding on its revolving credit facility in the fourth quarter of fiscal 2025.
ManpowerGroup reported fourth-quarter 2024 revenue of $4.4 billion, down 5% as reported, and diluted EPS of $0.47 versus a loss of $1.73 a year earlier, which reflected large prior-year charges. Excluding restructuring, pension, and Austria-related charges, quarterly EPS was $1.02, down 27% in constant currency, and the company guided first-quarter 2025 diluted EPS to $0.47 to $0.57.
Q4 2024 revenue was $4.4 billion, down 5% as reported and down 3% in constant currency; net earnings were $22.5 million versus a net loss of $84.5 million a year earlier.
Full-year 2024 revenue was $17.9 billion, down 6%, while diluted EPS was $3.01 versus $1.76 in 2023; adjusted EPS was $4.55.
First-quarter 2025 diluted EPS is guided to $0.47 to $0.57, including an estimated 6 cents unfavorable currency impact and a 36% effective tax rate.
The company repurchased $34 million of common stock in the fourth quarter.
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