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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28 of 528 briefs match

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CVSACovista Inc. Jan 30, 4:15 PM ET

Adtalem Q2 revenue rises 13.9% to $447.7 million; fiscal 2025 guidance raised

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
DECKDECKERS OUTDOOR CORP Jan 30, 4:09 PM ET

Deckers raises FY2025 outlook as Q3 revenue rises 17% to record $1.83 billion

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
PHMPULTEGROUP INC/MI/ Jan 30, 7:49 AM ET

PulteGroup Q4 EPS rises to $4.43; buyback authorization up $1.5 billion

Positive earnings Written later 2.028.01

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.
Read the filing on SEC.gov ↗
CMCSACOMCAST CORP Jan 30, 7:05 AM ET

Comcast Q4 revenue rises 2.1% to $31.9 billion; adjusted EPS up 13.9% to $0.96

Positive earnings Written later 2.02

Comcast reported fourth-quarter 2024 revenue of $31.9 billion, up 2.1%, and adjusted earnings per share of $0.96, up 13.9%. For the full year, revenue was $123.7 billion, up 1.8%, and adjusted EPS was $4.33, up 9.0%. The company also raised its annualized dividend to $1.32 per share for 2025 and increased its share repurchase authorization to $15 billion.

  • Q4 revenue $31.9 billion, up 2.1%; full-year revenue $123.7 billion, up 1.8%
  • Q4 adjusted EPS $0.96, up 13.9%; full-year adjusted EPS $4.33, up 9.0%
  • Q4 net income attributable to Comcast $4.8 billion, up 46.6%, including a $1.9 billion income tax benefit from an internal corporate reorganization
  • Annualized dividend raised to $1.32 per share for 2025; share repurchase authorization increased to $15 billion
Read the filing on SEC.gov ↗

L3Harris Q4 revenue rises 3% to $5.5 billion; diluted EPS $2.37 vs $0.83

Positive earnings Written later 2.02

L3Harris reported fourth-quarter 2024 revenue of $5.5 billion, up 3%, and GAAP diluted EPS of $2.37, compared with $0.83 a year earlier. The company also issued 2025 guidance of $21.8 billion to $22.2 billion in revenue and non-GAAP diluted EPS of $10.55 to $10.85, but that EPS measure now excludes amortization of acquisition-related intangible assets, so it is not directly comparable with the prior $13.70 to $14.00 outlook.

  • Q4 2024 revenue $5.5 billion, up 3%; operating income $569 million vs $154 million a year earlier
  • Q4 2024 non-GAAP diluted EPS $3.47, up 4% from $3.35
  • 2025 revenue guidance $21.8 billion to $22.2 billion; non-GAAP diluted EPS guidance $10.55 to $10.85 on the revised basis, vs prior $13.70 to $14.00
  • 2025 adjusted free cash flow guidance $2.4 billion to $2.5 billion vs $2.3 billion in 2024
Read the filing on SEC.gov ↗
BXBlackstone Inc. Jan 30, 6:55 AM ET

Blackstone Q4 profit attributable to shareholders rises to $704 million from $152 million

Positive earnings Written later 2.02

Blackstone reported fourth quarter 2024 results, with GAAP net income attributable to Blackstone of $704 million, up from $152 million a year earlier, and total revenues of $3.08 billion, up from $1.29 billion. For the full year, net income attributable to Blackstone was $2.8 billion, and the firm declared a quarterly dividend of $1.44 per share.

  • Q4 2024 diluted EPS was $0.92, compared with $0.20 in Q4 2023
  • Fee Related Earnings were $1.8 billion ($1.50 per share) in the quarter, and Distributable Earnings were $2.2 billion ($1.69 per share)
  • Total assets under management reached $1,127.2 billion, up 8% from a year earlier
  • Quarterly dividend of $1.44 per share, record date February 10, 2025, payable February 18, 2025
Read the filing on SEC.gov ↗
AVYAvery Dennison Corp Jan 30, 6:45 AM ET

Avery Dennison reports 2024 adjusted EPS of $9.43, up 19%, and gives 2025 EPS guidance

Positive earnings Written later 2.025.03

Avery Dennison reported preliminary, unaudited fourth-quarter and full-year 2024 results, with fourth-quarter reported EPS of $2.16 versus $1.77 a year earlier and full-year reported EPS of $8.73 versus $6.20. The company also guided to 2025 reported EPS of $9.55 to $9.95 and adjusted EPS of $9.80 to $10.20. The filing also states the company will switch to a calendar-year fiscal year, with 2025 ending December 31, 2025.

  • Q4 2024 net sales were $2.2 billion, up 3.6%, with reported EPS of $2.16 and adjusted EPS of $2.38, up 10%
  • Full-year 2024 net sales were $8.8 billion, up 4.7%, with adjusted EPS of $9.43, up 19%
  • 2025 guidance: reported EPS of $9.55 to $9.95; adjusted EPS of $9.80 to $10.20, excluding an estimated $0.25 per share of restructuring and other items
  • Audit Committee approved moving to a calendar-year fiscal year; the 2025 fiscal year began December 29, 2024 and ends December 31, 2025
Read the filing on SEC.gov ↗
DTDynatrace, Inc. Jan 30, 6:33 AM ET

Dynatrace Q3 revenue rises 19% to $436 million; full-year revenue guidance raised

Positive earnings Written later 2.02

Dynatrace reported fiscal third-quarter 2025 results for the quarter ended December 31, 2024, with total revenue up 19% to $436 million and non-GAAP EPS of $0.37 versus $0.32 a year earlier. The company raised its fiscal 2025 total revenue and non-GAAP net income guidance, but cut the midpoint of its ARR guidance by $18 million, and GAAP EPS of $1.19 includes a $320.9 million income tax benefit from an intra-entity IP transfer.

  • Total revenue of $436 million, up 19%; ARR of $1,647 million, up 16%
  • GAAP diluted EPS of $1.19 includes a $320.9 million income tax benefit ($1.06 per share) from an intra-entity IP transfer; non-GAAP diluted EPS was $0.37 versus $0.32
  • Fiscal 2025 total revenue guidance raised to $1,686 million-$1,691 million from $1,665 million-$1,675 million; ARR guidance midpoint lowered by $18 million to $1,705 million-$1,715 million
  • Q3 share repurchases of $40 million for 732,000 shares under a $500 million program
Read the filing on SEC.gov ↗
LAZLazard, Inc. Jan 30, 6:32 AM ET

Lazard 2024 net revenue rises 21% to $3.05 billion; net income $280 million

Positive earnings Written later 2.028.01

Lazard reported full-year 2024 U.S. GAAP net revenue of $3,052 million, up 21% from 2023, and net income of $280 million, or $2.68 per diluted share, compared with a 2023 loss of $0.90 per share. Fourth-quarter 2024 net revenue was $817 million, up 1%, and fourth-quarter diluted EPS was $0.80, up 23%. The company also declared a $0.50 quarterly dividend and said it may accelerate some employee deferred incentive award vesting into February 2025.

  • Full-year 2024 Financial Advisory net revenue was $1,756 million, up 27%; Asset Management net revenue was $1,187 million, up 3%.
  • Full-year 2024 adjusted diluted EPS was $2.34, compared with $0.77 in 2023; fourth-quarter adjusted diluted EPS was $0.78, compared with $0.66.
  • Lazard declared a quarterly dividend of $0.50 per share on January 29, 2025, payable February 21, 2025, to holders of record on February 10, 2025.
  • Ending AUM was $226 billion at December 31, 2024, down 8% from December 31, 2023.
Read the filing on SEC.gov ↗
URIUNITED RENTALS, INC. Jan 29, 4:25 PM ET

United Rentals Q4 revenue and profit rise; 2025 outlook calls for further growth

Positive earnings Written later 2.027.01

United Rentals reported fourth-quarter 2024 total revenue of $4.095 billion, up from $3.728 billion a year earlier, and net income of $689 million, up 1.5%. Net income margin fell 140 basis points to 16.8%, and the company's 2025 outlook projects total revenue of $15.6 billion to $16.1 billion, excluding the pending H&E acquisition. The company also raised its quarterly dividend 10% to $1.79 per share and paused share repurchases while the H&E deal is pending, with closing expected in the first quarter of 2025.

  • Q4 2024 total revenue $4.095 billion vs $3.728 billion a year earlier; diluted EPS $10.47 vs $10.01; adjusted EPS $11.59
  • Net income margin fell 140 basis points to 16.8%; adjusted EBITDA margin fell 210 basis points to 46.4%
  • 2025 outlook: total revenue $15.6 billion to $16.1 billion; adjusted EBITDA $7.2 billion to $7.45 billion; excludes pending H&E acquisition
  • Quarterly dividend raised 10% to $1.79 per share, payable February 26, 2025; share repurchases paused, with about $250 million of authorization remaining
Read the filing on SEC.gov ↗
EATBRINKER INTERNATIONAL, INC Jan 29, 8:08 AM ET

Brinker Q2 diluted EPS rises to $2.61 from $0.94; updates fiscal 2025 guidance

Positive earnings Written later 2.02

Brinker International reported second quarter fiscal 2025 results for the period ended December 25, 2024, with total revenues of $1,358.2 million and net income of $118.5 million, both up from the prior-year quarter. The company also issued updated fiscal 2025 guidance, with total revenues expected at $5.15 billion to $5.25 billion and non-GAAP EPS expected at $7.50 to $8.00.

  • Total revenues were $1,358.2 million versus $1,074.1 million a year earlier; Chili's comparable restaurant sales rose 31.4%.
  • Net income was $118.5 million, or $2.61 per diluted share, versus $42.1 million, or $0.94, a year earlier.
  • Non-GAAP EPS excluding special items was $2.80 versus $0.99 in the prior-year quarter.
  • Updated fiscal 2025 guidance: total revenues of $5.15 billion to $5.25 billion and non-GAAP EPS of $7.50 to $8.00; the filing does not state prior guidance figures.
Read the filing on SEC.gov ↗
TRMKTRUSTMARK CORP Jan 28, 4:40 PM ET

Trustmark Q4 net income rises 9.7% to $56.3 million; quarterly dividend raised to $0.24

Positive earnings Written later 2.02

Trustmark reported fourth-quarter 2024 net income of $56.3 million, or $0.92 per diluted share, up $5.0 million from the prior quarter and up from $36.1 million a year earlier. The Board raised the regular quarterly dividend 4.3% to $0.24 per share and the company resumed share repurchases, buying back $7.5 million of stock in the quarter, which the company says reflects improved profitability and capital levels.

  • Q4 2024 net income $56.3 million, diluted EPS $0.92, up from $0.84 in Q3 2024 and $0.59 in Q4 2023 (total EPS)
  • Full-year 2024 net income from adjusted continuing operations was $186.3 million, or $3.04 per diluted share, up 17.0% from the prior year
  • Quarterly dividend increased to $0.24 from $0.23, payable March 15, 2025, to holders of record on March 1, 2025
  • A $100.0 million repurchase program is authorized from January 1 through December 31, 2025; deposits fell 3.0% year over year to $15.1 billion
Read the filing on SEC.gov ↗
LRNStride, Inc. Jan 28, 4:15 PM ET

Stride raises fiscal 2025 revenue outlook after 16.3% rise in quarterly revenue

Positive earnings Written later 2.02

Stride reported second-quarter fiscal 2025 revenue of $587.2 million, up 16.3%, and net income of $96.4 million, or $2.03 per diluted share, compared with $1.54 a year earlier. The company raised its full-year fiscal 2025 revenue forecast to $2.320 billion to $2.355 billion and its adjusted operating income forecast to $430 million to $450 million, which points to continued growth for shareholders.

  • Revenue of $587.2 million for the quarter ended December 31, 2024, compared with $504.9 million a year earlier
  • Net income of $96.4 million, or $2.03 per diluted share, versus $66.8 million, or $1.54 per diluted share
  • Full-year fiscal 2025 revenue outlook raised to $2.320 billion to $2.355 billion; adjusted operating income outlook of $430 million to $450 million
  • Second-quarter enrollments averaged 230.6K, up 19.4% from 193.1K a year earlier
Read the filing on SEC.gov ↗
FFIVF5, INC. Jan 28, 4:06 PM ET

F5 raises fiscal 2025 revenue outlook after 11% first-quarter revenue growth

Positive earnings Written later 2.02

F5 reported first-quarter fiscal 2025 revenue of $766 million, up 11% from $693 million a year earlier, and GAAP net income of $166 million, or $2.82 per diluted share, compared with $2.32 a year earlier. The company raised its fiscal 2025 revenue growth expectation to 6% to 7% from 4% to 5%, and its non-GAAP earnings per share growth expectation to 6.5% to 8.5% from 5% to 7%.

  • Revenue reached $766 million, up from $693 million; software revenue rose 22%, systems revenue rose 18%, and global services revenue rose 3%.
  • GAAP earnings were $2.82 per diluted share versus $2.32; non-GAAP earnings were $3.84 per diluted share versus $3.43.
  • Fiscal 2025 revenue growth guidance was raised to 6% to 7%, up from 4% to 5%.
  • Second-quarter fiscal 2025 guidance calls for revenue of $705 million to $725 million and non-GAAP earnings of $3.02 to $3.14 per diluted share.
Read the filing on SEC.gov ↗
SANMSANMINA CORP Jan 27, 4:03 PM ET

Sanmina Q1 revenue rises to $2.01 billion; GAAP EPS $1.16 vs $0.98 a year earlier

Positive earnings Written later 2.02

Sanmina reported unaudited first-quarter fiscal 2025 results for the quarter ended December 28, 2024, with revenue of $2.01 billion, up from $1.87 billion a year earlier, and GAAP diluted EPS of $1.16 versus $0.98. The company guided to second-quarter revenue of $1.9 billion to $2.0 billion and non-GAAP diluted EPS of $1.30 to $1.40, and its board authorized up to $300 million in additional share repurchases, which affects shareholders through capital returns and earnings expectations.

  • Revenue of $2.01 billion versus $1.87 billion in the year-earlier quarter
  • GAAP diluted EPS of $1.16 versus $0.98; non-GAAP diluted EPS of $1.44 versus $1.30
  • Q2 fiscal 2025 outlook: revenue of $1.9 billion to $2.0 billion; non-GAAP diluted EPS of $1.30 to $1.40
  • Board authorized up to $300 million in additional buybacks; about $37 million remained available as of December 28, 2024
Read the filing on SEC.gov ↗
EBCEastern Bankshares, Inc. Jan 23, 4:23 PM ET

Eastern Bankshares Q4 net income $60.8 million; $1.2 billion securities repositioning

Positive earnings Written later 2.027.01

Eastern Bankshares reported fourth-quarter 2024 net income of $60.8 million, or $0.30 per diluted share, compared with a net loss of $6.2 million in the third quarter, and operating net income rose 37% to $68.3 million. The company plans to sell and reinvest about $1.2 billion of low-yielding securities by the middle of the first quarter of 2025, which it expects to produce an after-tax non-operating loss of about $200 million, already reflected in shareholders' equity, and to add about $0.13 to 2025 operating earnings per share. The board also declared a regular quarterly dividend of $0.12 per share.

  • Q4 2024 net income was $60.8 million, or $0.30 per diluted share, versus a net loss of $6.2 million in Q3 2024.
  • Operating net income was $68.3 million, or $0.34 per diluted share, up from $49.7 million in Q3 2024.
  • About $1.2 billion of securities to be sold and reinvested in Q1 2025, with an after-tax non-operating loss of about $200 million already reflected in shareholders' equity; expected to add about $0.13 to 2025 operating EPS.
  • Quarterly dividend of $0.12 per share, payable March 14, 2025, to shareholders of record on March 3, 2025.
Read the filing on SEC.gov ↗
TWLOTWILIO INC Jan 23, 4:21 PM ET

Twilio flags about 11% Q4 2024 revenue growth and a $2.0 billion buyback

Positive earnings Written later 2.025.038.01

Twilio said preliminary fourth-quarter 2024 revenue grew about 11% year over year and that it expects positive GAAP income from operations for the quarter. Non-GAAP operating income for the quarter and full year 2024 is expected to exceed the top end of its October 30, 2024 guidance ranges. The board also authorized a $2.0 billion share repurchase program running through December 31, 2027.

  • Q4 2024 revenue growth of approximately 11% year over year, with positive GAAP income from operations for the quarter
  • Non-GAAP income from operations for Q4 and full-year 2024 above the top end of the October 30, 2024 guidance ranges
  • Free cash flow for fiscal 2024 within the range given on October 30, 2024
  • $2.0 billion share repurchase program authorized January 19, 2025, expiring December 31, 2027; prior programs expired December 31, 2024
Read the filing on SEC.gov ↗
SSBSouthState Bank Corp Jan 23, 4:06 PM ET

SouthState reports Q4 2024 net income of $144.2 million, up from $106.8 million

Positive earnings Written later 2.027.018.01

SouthState reported fourth-quarter 2024 net income of $144.2 million, or $1.87 diluted earnings per share, compared with $143.2 million and $1.86 in the prior quarter and $106.8 million and $1.39 a year earlier. The company also said it completed its merger with Independent Bank Group on January 1, 2025, and declared a quarterly dividend of $0.54 per share.

  • Q4 2024 net income was $144.2 million and diluted EPS was $1.87, versus $1.39 in Q4 2023; adjusted diluted EPS (non-GAAP) was $1.93
  • Net interest income rose to $369.8 million from $351.5 million in Q3 2024
  • Merger with Independent Bank Group, Inc. completed January 1, 2025
  • Quarterly dividend of $0.54 per share payable February 14, 2025 to holders of record as of February 7, 2025
Read the filing on SEC.gov ↗
ALKALASKA AIR GROUP, INC. Jan 22, 5:21 PM ET

Alaska Air Group Q4 adjusted EPS $0.97 beats guidance; 2025 outlook above $5.75

Positive earnings Written later 2.027.01

Alaska Air Group reported fourth-quarter adjusted earnings of $0.97 per share, above its prior guidance of $0.40 to $0.50, and full-year 2024 adjusted EPS of $4.87. It guided full-year 2025 adjusted EPS above $5.75 but expects a first-quarter 2025 loss of $0.50 to $0.70 per share. The company also authorized a new $1 billion share repurchase plan over four years.

  • Q4 2024 adjusted EPS was $0.97 versus prior guidance of $0.40 to $0.50; GAAP EPS was $0.55.
  • Full-year 2024 revenue was $11.7 billion; GAAP net income was $395 million, compared with $235 million in 2023.
  • Full-year 2025 adjusted EPS is expected to be above $5.75; Q1 2025 adjusted EPS is expected to be a loss of $0.70 to $0.50 per share.
  • A new $1 billion share repurchase plan begins in January 2025; about $250 million of shares were repurchased in Q4 2024.
Read the filing on SEC.gov ↗
SLBSLB LIMITED/NV Jan 17, 7:08 AM ET

SLB Q4 2024 EPS excluding charges rises 7% to $0.92; dividend raised 3.6%

Positive earnings Written later 2.027.01

SLB reported fourth-quarter 2024 revenue of $9.28 billion, up 3% year on year, and GAAP diluted EPS of $0.77, flat year on year. Adjusted EPS, excluding charges and credits, rose 7% to $0.92, and full-year 2024 revenue grew 10% to $36.29 billion. The board raised the quarterly dividend 3.6% to $0.285 per share and SLB entered $2.3 billion of accelerated share repurchases, which the company says lifts total 2025 shareholder returns to a minimum of $4 billion.

  • Q4 2024 revenue $9.28 billion, up 3% year on year and 1% sequentially
  • Q4 GAAP diluted EPS $0.77, flat year on year; excluding charges and credits $0.92, up 7%
  • Full-year 2024 GAAP EPS $3.11, up 7%; excluding charges and credits $3.41, up 14%
  • Quarterly dividend raised to $0.285 per share from $0.275, payable April 3, 2025
Read the filing on SEC.gov ↗

National Vision CFO to depart as preliminary 2024 revenue rises 3.8%

Positive earnings Written later 2.025.027.01

National Vision said its CFO, Melissa Rasmussen, will leave to pursue another opportunity after a transition period, and she will stay through the release of fourth quarter and fiscal 2024 results on February 26, 2025. The company also released preliminary results showing fiscal 2024 net revenue from continuing operations of approximately $1,823 million, up 3.8%, and now expects Adjusted Operating Income from continuing operations slightly above the higher end of its prior fiscal 2024 guidance. The results are unaudited and may change until financial closing procedures are complete.

  • CFO Melissa Rasmussen will depart after a transition period; she plans to remain through the February 26, 2025 earnings release, and the company has begun a search for a successor and may appoint an interim CFO.
  • Preliminary fiscal 2024 net revenue from continuing operations was approximately $1,823 million, an increase of 3.8% from fiscal 2023.
  • Preliminary fourth quarter 2024 net revenue from continuing operations was approximately $437 million, up 3.9%, with adjusted comparable store sales growth of approximately 1.5%.
  • Adjusted Operating Income from continuing operations is now expected to be slightly above the higher end of prior fiscal 2024 guidance; the figures remain preliminary.
Read the filing on SEC.gov ↗
VCELVericel Corp Jan 14, 4:05 PM ET

Vericel Preliminary 2024 Revenue Up 20% to $237 Million; Raises Mid-Term Margin Targets

Positive earnings Written later 2.027.01

Vericel released preliminary, unaudited results for 2024, projecting total net revenue of about $237 million to $237.5 million, up 20%, and GAAP net income for the full year. It also issued 2025 guidance calling for 20% to 23% revenue growth and raised its mid-term gross margin and adjusted EBITDA margin targets. Shareholders should note that the company says the final audited figures may differ materially from these estimates.

  • Full-year 2024 total net revenue expected at about $237 million to $237.5 million, up 20%; full-year GAAP net income positive
  • Fourth-quarter 2024 revenue expected at $75.2 million to $75.7 million; GAAP net income expected at $17.5 million to $18.5 million
  • 2025 guidance: 20% to 23% revenue growth, gross margin of 73% to 74%, adjusted EBITDA margin of 25% to 26%
  • About $167 million in cash, restricted cash and investments and no debt as of December 31, 2024; figures are preliminary and unaudited
Read the filing on SEC.gov ↗
SHAKShake Shack Inc. Jan 13, 7:06 AM ET

Shake Shack Q4 revenue rises 14.8% to $328.7 million; sees 2025 revenue up 16%-18%

Positive earnings Written later 2.027.01

Shake Shack reported preliminary, unaudited fourth-quarter and fiscal 2024 results, with fourth-quarter total revenue of $328.7 million, up 14.8%, and Adjusted EBITDA of $46.5 million, up 48% year over year. The company also gave initial 2025 guidance of $1.45 billion to $1.48 billion in total revenue and $200 million to $210 million in Adjusted EBITDA, and said it now sees its Company-operated footprint reaching at least 1,500 Shacks over time, up from a prior target of 450.

  • Q4 2024 total revenue $328.7 million; FY2024 total revenue $1.3 billion; same-Shack sales up 4.3% in Q4
  • Q4 2024 Adjusted EBITDA $46.5 million, up 48%; restaurant-level profit margin about 22.7% of Shack sales
  • 2025 guidance: total revenue $1.45 billion to $1.48 billion; Adjusted EBITDA $200 million to $210 million; net income $45 million to $60 million
  • Long-term Company-operated Shack target raised to at least 1,500 from 450; results are preliminary and unaudited pending the Form 10-K
Read the filing on SEC.gov ↗
ADMAADMA BIOLOGICS, INC. Jan 13, 7:05 AM ET

ADMA Biologics Sees 2024 Revenue of $417-425 Million, Above Prior $415 Million Guidance

Positive earnings Written later 2.02

ADMA Biologics preliminarily estimated unaudited total 2024 revenue of $417-425 million, above its previous guidance of $415 million, and said year-end 2024 cash grew to more than $100 million. The company also expects 2025 total revenue above $485 million and net income above $170 million, which gives shareholders updated figures for the year ahead.

  • Preliminary unaudited FY 2024 total revenue of $417-425 million, versus previous guidance of $415 million
  • Year-end 2024 total cash above $100 million, up about $45 million quarter over quarter, after $30 million of debt discharged in Q4 2024
  • FY 2025 total revenue expected to exceed $485 million and net income to exceed $170 million; FY 2026 revenue expected above $600 million
  • PAS submitted to the FDA for yield enhancement production process; approval anticipated mid-2025
Read the filing on SEC.gov ↗
OPCHOption Care Health, Inc. Jan 13, 7:05 AM ET

Option Care Health expects 2025 revenue of $5.2B-$5.4B; 2024 revenue up 16%

Positive earnings Written later 2.027.018.01

Option Care Health reported preliminary, unaudited fourth-quarter and full-year 2024 results, with full-year net revenue of about $4.99 billion to $5.00 billion, up 16.0% to 16.2%, and adjusted diluted EPS of $1.55 to $1.59. For 2025 it expects net revenue of $5.2 billion to $5.4 billion and adjusted EPS of $1.59 to $1.69, including a $60 million to $70 million gross profit reduction tied to Stelara pricing adjustments. The Board also approved a new $500 million share repurchase program with no specified expiration date.

  • Q4 2024 net revenue of about $1.34 billion to $1.35 billion, up 19.2% to 20.1% year over year
  • Full-year 2024 adjusted diluted EPS of $1.55 to $1.59; GAAP diluted EPS of $1.21 to $1.23
  • 2025 guidance: net revenue of $5.2 billion to $5.4 billion and adjusted EBITDA of $445 million to $465 million
  • New $500 million share repurchase program approved January 10, 2025; full results due February 26, 2025
Read the filing on SEC.gov ↗

Inspire Medical Q4 revenue up 25%; 2025 revenue guidance $940 million to $955 million

Positive earnings Written later 2.027.01

Inspire Medical Systems reported preliminary, unaudited fourth-quarter 2024 revenue of $239.5 million to $239.7 million, about 25% higher than a year earlier, and full-year 2024 revenue of $802.6 million to $802.8 million, up about 28%. The company also gave initial 2025 revenue guidance of $940 million to $955 million, a 17% to 19% increase, and announced leadership changes, including a new Chief Manufacturing and Quality Officer. The figures are estimates that may change before the full 2024 results are reported in the Form 10-K.

  • Preliminary Q4 2024 revenue of $239.5 million to $239.7 million, up about 25% year over year
  • Preliminary full-year 2024 revenue of $802.6 million to $802.8 million, up about 28%
  • Initial 2025 revenue guidance of $940 million to $955 million, a 17% to 19% increase
  • Jason Kelly named Chief Manufacturing and Quality Officer effective January 20, 2025; Chief Medical Officer Charisse Sparks left the company at the beginning of 2025
Read the filing on SEC.gov ↗
BOOTBoot Barn Holdings, Inc. Jan 10, 4:58 PM ET

Boot Barn preliminary Q3 net sales rise 16.9% to about $608.2 million; EPS about $2.43

Positive earnings Written later 2.027.01

Boot Barn said preliminary third-quarter fiscal 2025 results (quarter ended December 28, 2024) beat the high-end of its prior guidance shown in its investor presentation, with net sales of about $608.2 million and diluted EPS of about $2.43 versus $1.81 a year earlier. The results include a $6.7 million benefit tied to the CEO transition, and the company said the figures remain subject to quarter-end closing adjustments and will be formally reported on January 30, 2025, when it will also give fourth-quarter guidance.

  • Net sales of about $608.2 million, up 16.9% year over year; same store sales up about 8.6%
  • Income from operations of about $99.5 million versus $75.1 million a year earlier, including a $6.7 million CEO transition benefit
  • Diluted EPS of about $2.43 versus $1.81; about $0.22 of that per-share amount relates to the CEO transition benefit
  • Jonathon D. Kosoff named Chief Digital Officer, effective January 27, 2025; full third-quarter results due January 30, 2025
Read the filing on SEC.gov ↗
AYIACUITY INC. (DE) Jan 8, 7:31 AM ET

Acuity Brands Q1 sales rise 1.8% to $951.6 million; diluted EPS up 4.4% to $3.35

Positive earnings Written later 2.02

Acuity Brands reported fiscal first-quarter 2025 results for the quarter ended November 30, 2024, with net sales up 1.8% and diluted EPS up 4.4% from a year earlier. The company also said it completed its acquisition of QSC, LLC effective January 1, 2025, for a gross purchase price of $1.215 billion, which is a large deal relative to the company's size.

  • Net sales were $951.6 million, up $16.9 million or 1.8% from the prior year.
  • GAAP operating profit was $133.3 million, up 0.3%; adjusted operating profit was $158.7 million, up 3.1%.
  • Diluted EPS was $3.35, up $0.14 or 4.4%; adjusted diluted EPS was $3.97, up 6.7%.
  • QSC, LLC acquisition closed effective January 1, 2025, at a gross purchase price of $1.215 billion, or $1.1 billion net of about $100 million in present value of expected tax benefits.
Read the filing on SEC.gov ↗

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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.