AI filing briefs · archive

8-K filings in January 2025, explained

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).

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HTLDHEARTLAND EXPRESS INC Jan 31, 6:11 PM ET

Heartland Express swings to Q4 2024 net loss of $1.9 million on lower revenue

Negative earnings Written later 2.02

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
Read the filing on SEC.gov ↗
PSXPhillips 66 Jan 31, 9:36 AM ET

Phillips 66 posts $61 million adjusted Q4 loss; reported profit is $8 million

Negative earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

LyondellBasell Q4 net loss of $603 million after $1,065 million in asset write-downs

Negative earnings Written later 2.02

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
Read the filing on SEC.gov ↗
ARCBARCBEST CORP /TX/ Jan 31, 6:00 AM ET

ArcBest Q4 profit falls to $1.24 per share as revenue declines from $1.1 billion to $1.0 billion

Negative earnings Written later 2.02

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
Read the filing on SEC.gov ↗
LPGDORIAN LPG LTD. Jan 30, 5:43 PM ET

Dorian LPG Q3 revenue falls 50.5% to $80.7 million; EPS $0.50 vs. $2.47

Negative earnings Written later 2.02

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
Read the filing on SEC.gov ↗
WYWEYERHAEUSER CO Jan 30, 4:10 PM ET

Weyerhaeuser Q4 net earnings fall to $81 million from $219 million a year earlier

Negative earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
SCSCSCANSOURCE, INC. Jan 30, 8:30 AM ET

ScanSource Q2 net sales fell 15.5% to $747.5 million; GAAP diluted EPS was $0.70 vs $1.29

Negative earnings Written later 2.025.02

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.
Read the filing on SEC.gov ↗
ALGMALLEGRO MICROSYSTEMS, INC. Jan 30, 7:09 AM ET

Allegro MicroSystems Q3 sales fall 30% to $178 million; GAAP loss of $0.04 per share

Negative earnings Written later 2.02

Allegro MicroSystems reported fiscal third-quarter net sales of $177.9 million, down 30% from $255.0 million a year earlier and down from $187.4 million in the prior quarter, and posted a GAAP diluted loss of $0.04 per share versus earnings of $0.17. For the fourth quarter ending March 28, 2025, the company expects net sales of $180 million to $190 million and non-GAAP diluted EPS of $0.03 to $0.07.

  • Net sales were $177.9 million for the quarter ended December 27, 2024, versus $255.0 million a year earlier, and $187.4 million in the September 27, 2024 quarter.
  • GAAP diluted EPS was $(0.04) versus $0.17 a year earlier; non-GAAP diluted EPS was $0.07 versus $0.32.
  • Fourth-quarter guidance calls for net sales of $180 million to $190 million and non-GAAP diluted EPS of $0.03 to $0.07.
  • Interest expense is now expected to be about $6 million, reflecting the expected term loan repricing and a $30 million fourth-quarter debt repayment.
Read the filing on SEC.gov ↗

Bread Financial Q4 2024 diluted EPS falls to $0.14 from $0.87; sets 2025 outlook

Negative earnings Written later 2.027.018.01

Bread Financial reported fourth quarter 2024 net income of $7 million, or $0.14 per diluted share, down from $43 million, or $0.87, a year earlier, as revenue fell 9% to $926 million. The company also gave 2025 guidance, including a net loss rate of 8.0% to 8.2%, and declared a $0.21 quarterly dividend, which matters to shareholders because the earnings decline is steep even though the outlook assumes no late fee reduction under the CFPB rule.

  • Q4 2024 net income $7 million and $0.14 diluted EPS, versus $43 million and $0.87 in Q4 2023 (total company)
  • Q4 2024 revenue $926 million, down 9% from $1,017 million; full year 2024 net income $277 million versus $718 million
  • 2025 outlook: net loss rate of 8.0% to 8.2%, with the outlook assuming no late fee reduction related to the CFPB late fee rule
  • Quarterly dividend of $0.21 per share, payable March 21, 2025, to holders of record on February 14, 2025
Read the filing on SEC.gov ↗
CNXCNX Resources Corp Jan 30, 6:47 AM ET

CNX Resources posts $144.6 million Q4 2024 net loss on $283 million derivative loss

Negative earnings Written later 2.027.01

CNX Resources reported a fourth-quarter 2024 net loss of $144.6 million, or $0.97 per diluted share, compared with net income of $514.0 million, or $2.76 per diluted share, in the fourth quarter of 2023. The company's total revenue fell to $136.6 million from $968.8 million, mainly because of a $283.0 million loss on commodity derivative instruments, so shareholders face a sharp drop in reported earnings although the company also reported adjusted EBITDAX of $280 million.

  • Q4 2024 net loss of $144.6 million, or $0.97 per diluted share, versus net income of $514.0 million, or $2.76 per diluted share, in Q4 2023
  • Q4 2024 total revenue and other operating income of $136.6 million, versus $968.8 million in Q4 2023
  • Q4 2024 adjusted EBITDAX of $280 million, versus $262 million in Q4 2023; full-year 2024 net loss of $90.5 million
  • 2025 guidance for adjusted EBITDAX of $1,090 million to $1,130 million; Apex Energy acquisition closed January 27, 2025, with a $505 million purchase price
Read the filing on SEC.gov ↗
BCBRUNSWICK CORP Jan 30, 6:17 AM ET

Brunswick Q4 2024 GAAP loss of $1.07 per share as net sales fell 15.2%

Negative earnings Written later 2.02

Brunswick reported fourth-quarter 2024 net sales of $1,154.9 million, down from $1,361.9 million a year earlier, and a GAAP diluted loss of $(1.07) per share compared with earnings of $1.03 per share in the prior-year quarter. For full-year 2024, GAAP diluted EPS fell 63.9% to $2.21, and adjusted diluted EPS fell 48.1% to $4.57, while the company guided to 2025 net sales of $5.2 billion to $5.6 billion and adjusted diluted EPS of $3.50 to $5.00.

  • Q4 2024 net sales were $1,154.9 million, down 15.2% from $1,361.9 million in Q4 2023.
  • Q4 2024 GAAP diluted EPS was $(1.07), versus $1.03 a year earlier; as adjusted EPS was $0.24, down 83.4%.
  • Full-year 2024 GAAP diluted EPS was $2.21, down 63.9%; as adjusted diluted EPS was $4.57, down 48.1%.
  • 2025 guidance calls for net sales of $5.2 billion to $5.6 billion and adjusted diluted EPS of $3.50 to $5.00; first-quarter 2025 adjusted EPS is guided to $0.15 to $0.25.
Read the filing on SEC.gov ↗
MURMURPHY OIL CORP Jan 30, 6:08 AM ET

Murphy Oil Q4 profit falls to $50 million, or $0.34 a share, from $116 million a year earlier

Negative earnings Written later 2.028.01

Murphy Oil reported fourth-quarter 2024 net income attributable to Murphy of $50 million, or $0.34 per diluted share, down from $116 million, or $0.75 per diluted share, a year earlier. For full year 2024, net income was $407 million, or $2.70 per diluted share, compared with $662 million, or $4.22, in 2023. The board also declared a quarterly dividend of $0.325 per share, an 8 percent increase, payable March 3, 2025.

  • Q4 2024 revenue from sales to customers was $670 million, versus $842 million in Q4 2023
  • Full-year 2024 net income attributable to Murphy was $407 million, versus $662 million in 2023
  • Quarterly dividend of $0.325 per share, payable March 3, 2025, to holders of record as of February 18, 2025
  • Murphy repurchased $300 million of stock, or 8.0 million shares, in 2024; no buybacks in Q4
Read the filing on SEC.gov ↗
DOWDOW INC. Jan 30, 6:04 AM ET

Dow posts Q4 2024 net loss of $35 million; operating EPS falls to $0.00

Negative earnings Written later 2.02

Dow Inc. reported fourth-quarter 2024 net sales of $10.4 billion, down 2% from a year earlier, and a GAAP net loss of $35 million, or $0.08 per share. Operating earnings per share were $0.00, compared with $0.43 a year earlier, and operating EBIT fell $105 million to $454 million. The company also said it will cut costs by $1 billion and reduce 2025 capital spending by $300 million to $500 million.

  • Net sales were $10.4 billion, down 2% year-over-year; volume rose 1% while local price fell 3%.
  • GAAP net loss was $35 million ($0.08 per share), narrower than the $95 million loss a year earlier; significant items totaling $0.08 were mainly restructuring and efficiency costs.
  • Full-year 2024 GAAP net income was $1.2 billion, up from $660 million in 2023, while operating EBIT was $2.6 billion, down from $2.8 billion.
  • Dow plans $1 billion of targeted cost reductions and 2025 capital spending cuts of $300 million to $500 million.
Read the filing on SEC.gov ↗
LBRTLiberty Energy Inc. Jan 29, 4:56 PM ET

Liberty Energy 2024 net income falls to $316 million from $556 million

Negative earnings Written later 2.02

Liberty Energy reported full-year 2024 revenue of $4.3 billion, down 9%, and net income of $316 million, or $1.87 per diluted share, compared with $556 million, or $3.15, in 2023. Fourth-quarter revenue fell 12% from a year earlier to $944 million, and diluted EPS was $0.31 versus $0.54. For shareholders, earnings declined sharply, though the company said it expects a modest sequential increase in first-quarter revenue and Adjusted EBITDA.

  • Full-year 2024 revenue was $4.3 billion, down 9% from $4.7 billion; Adjusted EBITDA was $922 million, down 24%.
  • Fourth-quarter 2024 net income was $52 million, or $0.31 per diluted share, versus $92 million and $0.54 a year earlier.
  • Fourth-quarter Adjusted EBITDA was $156 million, down 38% from $253 million in the fourth quarter of 2023.
  • The Board declared a $0.08 quarterly dividend payable March 20, 2025; the company expects a modest sequential increase in first-quarter 2025 revenue and Adjusted EBITDA.
Read the filing on SEC.gov ↗
LVSLAS VEGAS SANDS CORP Jan 29, 4:15 PM ET

Las Vegas Sands Q4 net revenue falls 0.7% to $2.90 billion; quarterly profit declines

Negative earnings Written later 2.02

Las Vegas Sands reported fourth-quarter 2024 net revenue of $2.90 billion, down 0.7% from the prior year quarter, and net income attributable to the company of $324 million, or $0.45 per diluted share, versus $382 million, or $0.50, a year earlier. For full year 2024, net income attributable to the company rose to $1.45 billion, or $1.96 per diluted share, from $1.22 billion, or $1.60, in 2023, and the company repurchased $450 million of its common stock during the quarter.

  • Q4 2024 net revenue $2.90 billion, down 0.7%; consolidated adjusted property EBITDA $1.11 billion versus $1.20 billion
  • Q4 2024 net income attributable to Las Vegas Sands $324 million ($0.45 per diluted share) versus $382 million ($0.50) in Q4 2023
  • Full year 2024 net income attributable to Las Vegas Sands $1.45 billion ($1.96 per diluted share) versus $1.22 billion ($1.60) in 2023
  • Next quarterly dividend of $0.25 per share payable February 19, 2025 to holders of record on February 10, 2025
Read the filing on SEC.gov ↗
RHIROBERT HALF INC. Jan 29, 4:04 PM ET

Robert Half Q4 net income falls to $54 million; revenue drops to $1.382 billion

Negative earnings Written later 2.02

Robert Half reported fourth-quarter 2024 results, with net income of $54 million, or $0.53 per share, down from $87 million, or $0.83 per share, a year earlier. Revenue fell to $1.382 billion from $1.473 billion, while Protiviti revenue grew year over year, and full-year 2024 net income fell to $252 million from $411 million.

  • Q4 2024 net income was $54 million ($0.53 per share) versus $87 million ($0.83 per share) in Q4 2023.
  • Full-year 2024 net income was $252 million ($2.44 per share) on revenue of $5.796 billion, versus $411 million ($3.88 per share) on $6.393 billion in 2023.
Read the filing on SEC.gov ↗
AVTAVNET INC Jan 29, 8:03 AM ET

Avnet Q2 sales fall 8.7% to $5.7 billion; diluted EPS $0.99 vs. $1.28 a year earlier

Negative earnings Written later 2.02

Avnet reported fiscal second-quarter 2025 results ended December 28, 2024, with sales down 8.7% from a year earlier and diluted EPS down 22.7% to $0.99. Adjusted diluted EPS was $0.87, compared with $1.40 a year earlier. Its third-quarter outlook of $5.05 billion to $5.35 billion in sales and $0.65 to $0.75 in adjusted diluted EPS sits below the quarter just reported, which matters to shareholders because it signals lower near-term earnings.

  • Q2 sales were $5.7 billion versus $6.2 billion a year earlier; Asia sales rose 8.4% while EMEA fell 25.1%
  • Diluted EPS was $0.99 versus $1.28; adjusted diluted EPS was $0.87 versus $1.40
  • Third-quarter fiscal 2025 guidance: sales $5.05 billion to $5.35 billion and adjusted diluted EPS $0.65 to $0.75, with GAAP EPS guidance of $0.56 to $0.71
  • Inventory fell $362 million, and the company returned $51 million through share repurchases and $29 million in dividends in the quarter
Read the filing on SEC.gov ↗
EXPEAGLE MATERIALS INC Jan 29, 6:46 AM ET

Eagle Materials Q3 net earnings fell to $119.6 million; diluted EPS $3.56

Negative earnings Written later 2.02

Eagle Materials reported fiscal third-quarter results for the quarter ended December 31, 2024, with revenue of $558.0 million, compared with $558.8 million a year earlier. Net earnings fell to $119.6 million from $129.1 million, and diluted EPS was $3.56 versus $3.72, as adverse weather reduced cement and concrete volumes. The filing contains no updated guidance, and the lower profit per share is the main concern for shareholders.

  • Revenue of $558.0 million versus $558.8 million in the prior-year quarter
  • Net earnings of $119.6 million, or $3.56 per diluted share, versus $129.1 million, or $3.72 per diluted share
  • Heavy Materials operating earnings decreased 20% to $85.4 million on lower sales volume; Light Materials operating earnings rose 18% to $97.4 million
  • Repurchased about 195,000 shares for $55 million and announced the acquisition of Bullskin Stone and Lime, LLC
Read the filing on SEC.gov ↗

First Commonwealth Q4 net income falls to $35.8 million; EPS $0.35 vs $0.44 a year ago

Negative earnings Written later 2.027.01

First Commonwealth Financial reported fourth-quarter 2024 net income of $35.8 million, or $0.35 per diluted share, down from $44.8 million, or $0.44 per share, in the fourth quarter of 2023 but up from $32.1 million in the third quarter of 2024. For the full year, net income was $142.6 million, or $1.39 per share, compared with $157.1 million, or $1.54 per share, in 2023. The company also declared a quarterly dividend of $0.13 per share, which is 4.0% above the fourth quarter of 2023.

  • Q4 2024 net income $35.8 million, $0.35 diluted EPS, versus $44.8 million, $0.44 in Q4 2023 and $32.1 million, $0.31 in Q3 2024
  • Full-year 2024 net income $142.6 million, $1.39 diluted EPS, versus $157.1 million, $1.54 in 2023
  • Quarterly cash dividend of $0.13 per share, payable February 21, 2025 to shareholders of record as of February 7, 2025
  • Q4 2024 net charge-offs of $13.7 million, up from $8.8 million in Q3 2024; conference call scheduled for January 29, 2025 at 2:00 PM ET
Read the filing on SEC.gov ↗
PCARPACCAR INC Jan 28, 8:05 AM ET

PACCAR Q4 2024 net income falls to $872.0 million; revenue down to $7.91 billion

Negative earnings Written later 2.02

PACCAR reported fourth-quarter 2024 revenue of $7.91 billion and net income of $872.0 million ($1.66 per diluted share), down from $9.08 billion and $1.42 billion ($2.70 per diluted share) a year earlier. For full-year 2024, revenue was $33.66 billion and net income was $4.16 billion ($7.90 per diluted share), versus $35.13 billion and $4.60 billion ($8.76) in 2023, a year that included a $446.4 million after-tax charge tied to European civil litigation. The company also raised its regular quarterly dividend 10% to 33 cents per share, payable March 5, 2025.

  • Q4 2024 net income was $872.0 million ($1.66 per diluted share), versus $1.42 billion ($2.70 per diluted share) in Q4 2023.
  • Full-year 2024 net income was $4.16 billion ($7.90 per diluted share), versus $4.60 billion ($8.76) in 2023.
  • Regular quarterly dividend raised 10% to 33 cents per share, payable March 5, 2025.
  • Conference call with securities analysts on January 28, 2025, at 9:00 a.m. Pacific time.
Read the filing on SEC.gov ↗
ADNTAdient plc Jan 28, 6:53 AM ET

Adient Q1 sales fall to $3.5 billion; net income attributable to Adient is zero

Negative earnings Written later 2.02

Adient reported first-quarter fiscal 2025 results for the three months ended December 31, 2024, with net sales of $3,495 million, down from $3,660 million a year earlier. Net income attributable to Adient was zero, compared with $20 million a year earlier, and adjusted diluted earnings per share fell to $0.27 from $0.31, so shareholders saw lower sales and weaker profit on both reported and adjusted measures.

  • Net sales were $3,495 million versus $3,660 million in the prior-year quarter.
  • Net income attributable to Adient was zero (shown as a dash) versus $20 million; diluted EPS was zero versus $0.21.
  • Adjusted diluted EPS was $0.27 versus $0.31; adjusted EBITDA was $196 million versus $216 million.
  • Net debt rose to $1,542 million at December 31, 2024, from $1,460 million at September 30, 2024; free cash flow was $45 million versus negative $14 million a year earlier.
Read the filing on SEC.gov ↗
PIIPolaris Inc. Jan 27, 6:41 PM ET

Polaris Q4 sales fall 23%, EPS drops 90%; 2025 adjusted EPS guided down about 65%

Negative earnings Written later 2.02

Polaris reported fourth quarter 2024 sales of $1,755 million, down 23% from a year earlier, as the company cut shipments to manage dealer inventory in a subdued retail market. Reported diluted EPS fell 90% to $0.19, and adjusted diluted EPS fell 54% to $0.92. The company expects 2025 sales to fall 1% to 4% and adjusted EPS to fall about 65%, which signals a further sharp earnings decline for shareholders.

  • Q4 2024 sales were $1,755 million, down 23%; North America sales fell 26% to $1,481 million.
  • Full year 2024 reported diluted EPS was $1.95, down 78%; adjusted diluted EPS was $3.25, down 65%.
  • 2025 outlook: sales down 1% to 4% and adjusted diluted EPS down approximately 65% versus 2024.
  • CEO Mike Speetzen said he anticipates challenging headwinds will carry forward into 2025.
Read the filing on SEC.gov ↗
NUENUCOR CORP Jan 27, 5:18 PM ET

Nucor Q4 2024 net earnings fall to $287 million, or $1.22 per share, from $785 million

Negative earnings Written later 2.027.01

Nucor reported fourth-quarter 2024 net earnings attributable to stockholders of $287 million, or $1.22 per diluted share, down from $785 million, or $3.16 per share, a year earlier. Full-year 2024 net earnings were $2.03 billion, or $8.46 per share, versus $4.53 billion, or $18.00 per share, in 2023. The company said it expects lower overall net earnings in the first quarter of 2025 because of higher corporate, administrative and tax costs.

  • Q4 2024 net sales were $7.08 billion, down 8% from $7.71 billion in Q4 2023 and down 5% from Q3 2024.
  • Full-year 2024 net sales were $30.73 billion, down 11% from $34.71 billion in 2023.
  • Q1 2025 outlook: steel mills and steel products earnings similar to Q4 2024; raw materials earnings expected to decrease; higher corporate, administrative and tax impacts may lower net earnings.
  • Nucor repurchased about 13.1 million shares in 2024 and declared a $0.55 per share quarterly dividend payable February 11, 2025.
Read the filing on SEC.gov ↗
GGGGRACO INC Jan 27, 4:11 PM ET

Graco Q4 sales fall 3% to $548.7 million and earnings per share slip to $0.63

Negative earnings Written later 2.02

Graco reported fourth-quarter 2024 results on January 27, 2025, with net sales down 3% and operating earnings down 23% from a year earlier. For the full year, net sales fell 4% to $2.1 billion and diluted earnings per share fell to $2.82 from $2.94. The company initiated a 2025 outlook for low single-digit sales growth on an organic, constant currency basis, its first forward view after a year of slower demand.

  • Fourth-quarter net sales were $548.7 million, down 3% from $566.6 million a year earlier; operating earnings fell 23% to $130.0 million.
  • Fourth-quarter diluted EPS was $0.63 versus $0.64; adjusted diluted EPS was $0.64 versus $0.80.
  • Full-year net sales were $2.1 billion, down 4%; full-year diluted EPS was $2.82 versus $2.94.
  • 2025 outlook calls for low single-digit sales growth on an organic, constant currency basis.
Read the filing on SEC.gov ↗
MRTNMARTEN TRANSPORT LTD Jan 27, 4:07 PM ET

Marten Transport Q4 net income falls to $5.6 million; revenue down 14.1% from 2023

Negative earnings Written later 2.027.01

Marten Transport reported fourth-quarter 2024 net income of $5.6 million, or 7 cents per diluted share, down from $12.4 million, or 15 cents, a year earlier. Operating revenue fell 14.1% to $230.4 million, and for the full year net income was $26.9 million, or 33 cents per diluted share, versus $70.4 million, or 86 cents, in 2023. Net income did rise 50.1% from the third quarter of 2024, which the company describes as its first sequential improvement in net income, operating income and operating ratio, net of fuel surcharges, since the second quarter of 2022.

  • Q4 2024 operating revenue $230.4 million vs. $268.2 million in Q4 2023; operating income $6.7 million vs. $15.7 million
  • Q4 2024 net income $5.6 million (7 cents per diluted share), up 50.1% from Q3 2024 net income of $3.8 million
  • Full-year 2024 operating revenue $963.7 million vs. $1.131 billion in 2023; net income $26.9 million (33 cents per diluted share) vs. $70.4 million (86 cents)
Read the filing on SEC.gov ↗
AGNCAGNC Investment Corp. Jan 27, 4:06 PM ET

AGNC posts Q4 comprehensive loss of $0.11 per share as book value falls 4.6%

Negative earnings Written later 2.02

AGNC Investment Corp. reported a fourth-quarter 2024 comprehensive loss of $(0.11) per share, versus comprehensive income of $0.64 per share in the prior quarter. Tangible net book value fell 4.6% to $8.41 per share, and the company declared a $0.36 dividend, producing a -0.6% economic return on tangible common equity for the quarter.

  • Net income was $0.10 per common share, down from $0.39 in the third quarter; other comprehensive loss was $(0.20) per share.
  • Tangible net book value per share was $8.41 as of December 31, 2024, down from $8.82 on September 30, 2024.
  • Net spread and dollar roll income was $0.37 per share, compared with $0.43 in the prior quarter.
  • The company issued 53.2 million shares through at-the-market offerings for net proceeds of $511 million.
Read the filing on SEC.gov ↗
LKFNLAKELAND FINANCIAL CORP Jan 24, 6:59 AM ET

Lakeland Financial Q4 profit falls 18% to $24.2 million; full-year net income $93.5 million

Negative earnings Written later 2.02

Lakeland Financial Corporation reported fourth-quarter 2024 net income of $24.2 million, down 18% from a year earlier, with diluted earnings per share of $0.94 versus $1.16. For the full year, net income was $93.5 million versus $93.8 million in 2023, and diluted EPS was $3.63 versus $3.65, so shareholders saw slightly lower annual earnings despite higher revenue.

  • Q4 2024 net income was $24.2 million, down $5.4 million or 18% from $29.6 million; diluted EPS was $0.94 versus $1.16 a year earlier.
  • Full-year 2024 net income was $93.5 million versus $93.8 million for 2023; diluted EPS was $3.63 versus $3.65.
  • Full-year provision expense rose to $16.8 million, up 186%, mainly from a $43.3 million credit downgrade to an industrial company in Northern Indiana.
  • Board approved a $0.50 per share fourth-quarter dividend, payable February 5, 2025, to shareholders of record as of January 25, 2025.
Read the filing on SEC.gov ↗
CSXCSX CORP Jan 23, 4:01 PM ET

CSX Q4 profit falls 17% to $733 million on $108 million goodwill charge

Negative earnings Written later 2.02

CSX reported fourth quarter 2024 net income of $733 million, or $0.38 per diluted share, down from $882 million, or $0.45, a year earlier, as revenue fell 4% to $3.54 billion. The quarter included a $108 million non-cash goodwill impairment charge tied to Quality Carriers; excluding it, adjusted EPS was $0.42. For full year 2024, net income was $3.47 billion, or $1.79 per share, compared with $1.82 in 2023.

  • Q4 2024 revenue was $3.54 billion, down 4% year over year; net income was $733 million, or $0.38 per diluted share, versus $0.45 a year earlier.
  • A $108 million goodwill impairment charge related to Quality Carriers reduced fourth quarter results; adjusted EPS was $0.42.
  • Full year 2024 revenue was $14.54 billion, down 1%; EPS was $1.79 versus $1.82 in 2023.
Read the filing on SEC.gov ↗
STLDSTEEL DYNAMICS INC Jan 23, 9:56 AM ET

Steel Dynamics Q4 net income falls to $207 million, $1.36 per share

Negative earnings Written later 2.02

Steel Dynamics reported fourth quarter 2024 net sales of $3.9 billion and net income of $207 million, or $1.36 per diluted share, down from $424 million, or $2.61 per diluted share, a year earlier. For full-year 2024, net income was $1.5 billion, or $9.84 per diluted share, compared with $2.5 billion, or $14.64, in 2023, which matters to shareholders because lower earnings reduce the cash available for dividends and buybacks.

  • Q4 2024 net sales were $3.9 billion, versus $4.2 billion in Q4 2023.
  • Q4 2024 net income was $207 million, or $1.36 per diluted share, versus $424 million, or $2.61, in Q4 2023.
  • Full-year 2024 net income was $1.5 billion, or $9.84 per diluted share, versus $14.64 in 2023; the company repurchased $1.2 billion of stock, six percent of outstanding shares.
  • Sinton Texas Flat Roll Steel Division posted a $58 million operating loss in Q4 2024; the company expects positive operating income contributions beginning in the first half of 2025.
Read the filing on SEC.gov ↗
EGBNEAGLE BANCORP INC Jan 22, 4:36 PM ET

Eagle Bancorp Q4 net income falls to $15.3 million, or $0.50 per diluted share

Negative earnings Written later 2.025.027.01

Eagle Bancorp reported unaudited fourth-quarter 2024 net income of $15.3 million, or $0.50 per diluted share, down from $21.8 million, or $0.72 per diluted share, in the third quarter. The decline reflected lower noninterest income, a higher provision for credit losses and lower net interest income, and nonperforming assets rose to $211.5 million, driven largely by a $74.9 million office loan moved to nonaccrual. The company also announced a cash dividend of $0.165 per share and director Kathy A. Raffa said she will not stand for re-election at the 2025 Annual Meeting.

  • Q4 2024 net income was $15.3 million, versus $21.8 million in Q3 2024 and $20.2 million in Q4 2023
  • Provision for credit losses was $12.1 million in Q4 2024, compared with $10.1 million in Q3 2024
  • Nonperforming assets rose to $211.5 million from $137.1 million at September 30, 2024, mainly from a $74.9 million commercial real estate office loan moved to nonaccrual
  • Cash dividend of $0.165 per share is payable February 21, 2025 to shareholders of record on February 7, 2025
Read the filing on SEC.gov ↗
TFINTriumph Financial, Inc. Jan 22, 4:10 PM ET

Triumph Financial Q4 net income falls to $3.0 million, $0.13 per diluted share

Negative earnings Written later 2.02

Triumph Financial reported fourth-quarter 2024 net income to common stockholders of $3.0 million, or $0.13 per diluted share, down from $4.5 million in the third quarter and $8.8 million a year earlier. Management said Q1 2025 earnings may decline from current levels as it invests in new products before expected revenue begins in the second half of the year, which means lower near-term earnings for shareholders.

  • Q4 2024 net income to common stockholders was $3.0 million, or $0.13 per diluted share, versus $4.5 million, or $0.19, in Q3 2024 and $8.8 million, or $0.37, in Q4 2023.
  • Full-year 2024 net income to common stockholders was $12.9 million, or $0.54 per diluted share.
  • Management expects full-quarter expenses of about $99 million in Q1 2025 and said Q1 earnings may decline from current levels.
  • The company completed its acquisition of Isometric Technologies (ISO) in Q4 2024 and created a new Intelligence segment.
Read the filing on SEC.gov ↗
DHIHORTON D R INC /DE/ Jan 21, 1:08 PM ET

D.R. Horton Q1 profit falls 11% to $844.9 million; EPS down 7% to $2.61

Negative earnings Written later 2.02

D.R. Horton reported first-quarter fiscal 2025 results for the period ended December 31, 2024. Net income attributable to the company fell 11% to $844.9 million, and diluted earnings per share fell 7% to $2.61, while consolidated revenues declined 1% to $7.6 billion. The company reiterated its fiscal 2025 revenue guidance, updated its share repurchase guidance to $2.6 billion to $2.8 billion, and declared a quarterly dividend of $0.40 per share.

  • Diluted EPS of $2.61 versus $2.82 a year earlier; net income attributable to D.R. Horton of $844.9 million versus $947.4 million
  • Consolidated revenues of $7.6 billion versus $7.7 billion; homes closed fell 1% to 19,059 from 19,340
  • Homebuilding pre-tax profit margin of 14.1% versus 15.0% a year earlier; Forestar pre-tax income of $21.9 million versus $51.2 million
  • Fiscal 2025 revenue guidance of $36.0 billion to $37.5 billion reiterated; quarterly dividend of $0.40 per share payable February 14, 2025
Read the filing on SEC.gov ↗
WAFDWAFD INC Jan 21, 11:07 AM ET

WaFd Q1 EPS falls to $0.54 as it exits single-family mortgage lending

Negative earnings Written later 2.025.027.01

WaFd reported diluted earnings of $0.54 per share for the quarter ended December 31, 2024, down from $0.71 in the prior quarter and $0.85 a year earlier. The company said it will stop originating single-family mortgages and home equity lines of credit, recording $5.4 million in restructuring charges and expecting an 8% workforce reduction, which it estimates will save about $17 million in annual expenses by the end of June 2025.

  • Diluted EPS was $0.54 versus $0.71 for the prior quarter and $0.85 a year earlier; net income was $47.3 million, down 23% from the prior quarter.
  • Net interest income fell 10% to $155 million, and net interest margin dropped to 2.39% from 2.62%.
  • The company recorded $5.4 million in restructuring charges and expects annual expense savings of about $17 million by the end of June 2025.
  • Executive Vice President James Endrizzi moved to a Senior Vice President role effective January 16, 2025, and forfeits unvested awards of 37,841 restricted and performance shares.
Read the filing on SEC.gov ↗
TFCTRUIST FINANCIAL CORP Jan 17, 6:00 AM ET

Truist Q4 profit falls to $0.91 per share from $0.99; revenue slips 0.6%

Negative earnings Written later 2.02

Truist reported fourth-quarter 2024 net income available to common shareholders of $1.2 billion, or $0.91 per diluted share, down from $1.34 billion, or $0.99 per share, in the third quarter. Total taxable-equivalent revenue fell 0.6% to $5.11 billion while noninterest expense rose 3.7%, so both headline measures declined from the prior quarter.

  • Net income available to common shareholders was $1.2 billion, or $0.91 per diluted share, versus $0.99 in 3Q24
  • Total TE revenue was $5.11 billion, down 0.6% from 3Q24; noninterest expense rose 3.7% to $3.04 billion
  • Repurchased $500 million of common shares and redeemed $750 million of series L preferred shares; CET1 ratio was 11.5%
  • Average deposits increased $5.7 billion, or 1.5%, to $390.0 billion
Read the filing on SEC.gov ↗
WDCWESTERN DIGITAL CORP Jan 16, 4:30 PM ET

Western Digital sees Q2 revenue at midpoint, EPS at low end; CFO to leave

Negative earnings Written later 2.025.02

Western Digital said preliminary second-quarter revenue is expected at the midpoint of its $4.20 billion to $4.40 billion guidance, while non-GAAP diluted EPS is expected at the low end of its $1.75 to $2.05 range, citing a more challenging pricing environment in its flash business. Executive Vice President and CFO Wissam Jabre will resign effective February 28, 2025, when the company expects to complete the separation of its flash business, and the company has started a search for the hard disk drive business CFO role.

  • Q2 revenue (quarter ended December 27, 2024) is expected at the midpoint of the $4.20 billion to $4.40 billion guidance issued October 24, 2024.
  • Non-GAAP diluted EPS is expected at the lower end of the $1.75 to $2.05 guidance range, due to a more challenging pricing environment in the flash business.
  • The figures are preliminary and may change after financial closing procedures and auditor review; a GAAP reconciliation was not provided.
  • CFO Wissam Jabre notified the company on January 10, 2025 that he will not continue as CFO of the hard disk drive business; he resigns effective February 28, 2025.
Read the filing on SEC.gov ↗
WABCWESTAMERICA BANCORPORATION Jan 16, 12:53 PM ET

Westamerica Q4 net income falls 19.7% to $31.7 million; EPS $1.19

Negative earnings Written later 2.02

Westamerica Bancorporation reported fourth quarter 2024 net income of $31.7 million, or $1.19 per diluted share, down from $39.5 million, or $1.48 per share, a year earlier. The decline reflected lower net interest income, which fell 15.0% year over year, and results were also lower than the $35.1 million net income reported for the third quarter of 2024. The company paid a $0.44 per common share dividend in the quarter.

  • Q4 2024 net income was $31.7 million, down 19.7% from $39.5 million in Q4 2023 and down from $35.1 million in Q3 2024.
  • Diluted EPS was $1.19, compared with $1.48 in Q4 2023 and $1.31 in Q3 2024; a tax provision adjustment reduced EPS by $0.01.
  • Net interest income on an FTE basis was $59.2 million, down 15.0% from $69.7 million a year earlier; net interest margin was 4.01% versus 4.41%.
  • Full-year 2024 net income was $138.6 million, or $5.20 per diluted share, down 14.3% and 14.2%, respectively, from 2023.
Read the filing on SEC.gov ↗

Papa John's preliminary 2024 global sales fell about 3% to $4.9 billion

Negative earnings Written later 2.027.01

Papa John's released preliminary, unaudited sales and unit development figures for the fourth quarter and full year 2024, ahead of an investor conference. Global system-wide sales fell about 3% for the year, and North America comparable sales declined 4%, so the results show weaker sales. Final results are due before the market opens on February 27, 2025.

  • Full-year 2024 global system-wide sales were about $4.9 billion, down about 3% from 2023, and down about 1% excluding the 53rd week in 2023.
  • North America comparable sales were down 4% for the full year and down 4% in the fourth quarter.
  • International comparable sales were up 2% in the fourth quarter but down less than 1% for the full year.
  • The company had 124 net new restaurants in 2024, and final results are scheduled for February 27, 2025.
Read the filing on SEC.gov ↗

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.