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).
Gen Digital reported third-quarter fiscal 2025 revenue of $986 million, up 4%, and GAAP diluted EPS of $0.26, up 18%. It narrowed its full-year fiscal 2025 non-GAAP revenue range to $3,915 million to $3,930 million, raising the low end, while the EPS range moved to $2.20 to $2.22 from $2.18 to $2.23, which lowers the top end. A $42 million legal contract dispute charge is included in GAAP results.
Q3 GAAP operating income of $374 million, up 13%; GAAP diluted EPS of $0.26, up 18%
Q3 non-GAAP diluted EPS of $0.56, up 15%; non-GAAP operating margin 58.5%
FY25 non-GAAP revenue guidance $3,915 million to $3,930 million, up from $3,905 million to $3,930 million; EPS guidance $2.20 to $2.22, down from $2.18 to $2.23 at the top end
Quarterly dividend of $0.125 per share payable March 12, 2025 to holders of record on February 17, 2025
National Fuel Gas reported fiscal first-quarter 2025 results for the quarter ended December 31, 2024. GAAP net income fell to $45.0 million ($0.49 per share) from $133.0 million ($1.44 per share) after $104.6 million in after-tax impairment charges in its Exploration & Production segment, while adjusted operating results rose 14% to $151.9 million ($1.66 per share). The company raised its fiscal 2025 adjusted EPS guidance to $6.50 to $7.00 from $5.50 to $6.00, citing higher forecasted natural gas prices.
GAAP net income of $45.0 million, or $0.49 per share, versus $133.0 million, or $1.44 per share, a year earlier
Impairment charges of $104.6 million after tax, mainly a full cost ceiling test write-down at Seneca
Adjusted operating results of $151.9 million, or $1.66 per share, up 14% from the prior year
Fiscal 2025 adjusted EPS guidance raised to $6.50 to $7.00 from $5.50 to $6.00; NYMEX gas price assumption raised to $3.50 per MMBtu from $2.80
Applied Industrial Technologies reported fiscal 2025 second-quarter net income of $93.3 million, or $2.39 per diluted share, up from $2.32 a year earlier, on net sales of $1.1 billion that fell 0.4%. The company raised its fiscal 2025 EPS guidance to $9.65 to $10.05 from $9.25 to $10.00 and increased its quarterly dividend 24% to $0.46 per share.
Net sales of $1.1 billion, down 0.4% year over year; down 3.4% on an organic daily basis
Net income of $93.3 million, or $2.39 per diluted share, versus $2.32 a year earlier; EBITDA of $135.1 million, up 3.3%
Fiscal 2025 EPS guidance raised to $9.65 to $10.05 from $9.25 to $10.00, including the Hydradyne acquisition that closed December 31, 2024
Quarterly dividend raised to $0.46 per share, payable February 28, 2025, to holders of record on February 14, 2025
Victoria's Secret & Co. named Scott Sekella, former CFO of JOANN Inc., as chief financial officer effective January 29, 2025. Timothy Johnson stepped down as chief financial and administrative officer effective January 28, 2025, and is retiring in June 2025. In the same January 29 press release, the company raised the low end of its fourth quarter 2024 guidance for net sales, adjusted operating income, and adjusted diluted earnings per share, which it said are expected to fall within or near the top end of prior ranges.
Updated Q4 2024 adjusted operating income guidance is $260 million to $270 million, up from $240 million to $270 million.
Updated adjusted diluted EPS guidance is $2.20 to $2.30, up from $2.00 to $2.30; net sales growth guidance is +3% to +4%, up from +2% to +4%.
Sekella's pay includes a $750,000 base salary, a target bonus of 100% of salary, and a one-time $200,000 cash bonus.
Johnson remains employed by the company in a non-executive role.
Nextracker reported fiscal third-quarter 2025 results for the period ended December 31, 2024. Revenue fell year over year to $679 million and GAAP diluted EPS fell to $0.79 from $0.87, while adjusted diluted EPS rose to $1.03 from $0.96; the company raised its FY25 profit outlook and reaffirmed its revenue outlook of $2.8 billion to $2.9 billion.
Q3 FY25 revenue was $679 million, compared with $710 million in Q3 FY24 and $636 million in Q2 FY25.
GAAP diluted EPS was $0.79 versus $0.87 a year earlier; adjusted diluted EPS was $1.03 versus $0.96.
FY25 GAAP diluted EPS outlook was raised to $3.11 to $3.31 from $2.50 to $2.70; adjusted diluted EPS outlook to $3.75 to $3.95 from $3.10 to $3.30.
Q3 FY25 results included about $52 million of IRA 45X vendor rebates, which Q3 FY24 did not include.
OSI Systems reported fiscal second-quarter 2025 results for the period ended December 31, 2024, with revenue up 12% year over year and GAAP diluted EPS of $2.22 versus $2.11 a year earlier. The company raised its fiscal 2025 revenue and non-GAAP diluted EPS guidance, which gives shareholders a higher outlook for the full year.
Q2 FY25 revenue was $419.8 million, up from $373.2 million a year earlier.
Q2 FY25 net income was $37.8 million, or $2.22 per diluted share, versus $36.6 million, or $2.11, a year earlier.
Non-GAAP diluted EPS was $2.42 for Q2 FY25, compared with $2.21 a year earlier.
FY2025 revenue guidance rose to $1.685 billion-$1.710 billion from $1.670 billion-$1.695 billion; non-GAAP diluted EPS guidance rose to $9.10-$9.40 from $9.00-$9.30.
Agilysys reported fiscal 2025 third-quarter total net revenue of $69.6 million, up 14.9% from $60.6 million a year earlier, and adjusted diluted EPS of $0.38 versus $0.35. The company cut its full-year fiscal 2025 total revenue guidance to approximately $273 million, citing weaker one-time product revenue, while keeping subscription revenue growth guidance of at least 38%.
Q3 total net revenue rose 14.9% to $69.6 million; subscription and maintenance revenue rose 45.1% year over year.
GAAP net income was $3.8 million, or $0.14 per diluted share, versus $2.85 a year earlier, when results included discrete tax events.
Adjusted diluted EPS was $0.38 versus $0.35; free cash flow was $19.7 million versus $11.3 million.
Full-year fiscal 2025 total revenue guidance was revised to approximately $273 million; at least 38% subscription growth was maintained.
Impinj said its fourth-quarter 2024 revenue and adjusted EBITDA are expected to fall within its prior guidance, reaffirming ranges it had already given. The figures are preliminary and unaudited, and the company says final results could differ materially, so shareholders will need the February 5, 2025 earnings release for confirmed numbers.
Q4 2024 revenue expected within prior guidance of $91.0 million to $94.0 million
Q4 2024 adjusted EBITDA expected within prior guidance of $13.6 million to $15.1 million
CEO Chris Diorio and CFO Cary Baker to speak at the Needham Growth Conference fireside chat on January 15, 2025 at 11:00 a.m. ET
Full-year and Q4 2024 results to be released after market close on February 5, 2025
ACM Research said its 2024 revenue is now expected to be $755 million to $770 million, up from the $725 million to $745 million range it gave on November 7, 2024. It also projected 2025 revenue of $850 million to $950 million, citing trade policies, customer spending, supply chain limits and tool acceptance timing. The 2024 figures are preliminary and subject to audit.
2024 revenue outlook updated to $755 million to $770 million, versus $725 million to $745 million previously
Initial 2025 revenue outlook of $850 million to $950 million
Fourth quarter and full year 2024 results expected in late February 2025
CEO Dr. David Wang cited continued mainland China investment and new products, and said the impact of new U.S. component export restrictions on ACM Shanghai is manageable
Alignment Healthcare said it had about 209,900 health plan members as of January 1, 2025, up about 35% year over year, and expects 225,000 to 231,000 members by December 31, 2025. It reaffirmed its 2024 guidance and its confidence in about $40 million of adjusted EBITDA in 2025, with 2025 guidance to come on its fourth-quarter earnings call. The filing also says Dawn Maroney was promoted to President, effective immediately, to oversee day-to-day operations, while the filing provides no fourth-quarter or full-year 2024 results.
Health plan membership of about 209,900 as of January 1, 2025, up about 35% from January 1, 2024
Expects 225,000 to 231,000 members as of December 31, 2025, about 22% to 25% growth versus the midpoint of year-end 2024 membership guidance
Reaffirmed 2024 guidance: revenue of $2,665 million to $2,680 million and adjusted EBITDA of ($10) million to $5 million
Dawn Maroney promoted to President effective January 13, 2025; she reports to founder and CEO John Kao
Progyny said on January 13, 2025 that fourth-quarter 2024 revenue, net income and Adjusted EBITDA are now expected to be slightly above the ranges it gave in November. The company said member activity paced better than its guidance assumed, which had expected activity to be flat to down. The filing gives no specific dollar figures for the updated expectations.
Updated expectations cover the quarter and year ending December 31, 2024, and were issued January 13, 2025 in Exhibit 99.1.
Revenue, net income and Adjusted EBITDA for Q4 2024 are now expected to be slightly above the November guidance ranges.
CEO Pete Anevski will present at the JP Morgan Healthcare Conference on January 14, 2025 at 7:30 a.m. Pacific Time.
Alnylam said preliminary full-year 2024 global net product revenues were $1,646 million, up 33% from 2023, and fourth-quarter revenues were approximately $451 million. The company also guided to 2025 combined net product revenue of $2,050 million to $2,250 million and expects non-GAAP operating income profitability in 2025, which matters to shareholders because it sets the company's first public outlook for the year. The figures are unaudited and subject to adjustment before full results in February 2025.
Preliminary Q4 2024 global net product revenues were approximately $451 million; full-year 2024 was $1,646 million, up 33%.
2025 combined net product revenue guidance is $2,050 million to $2,250 million, or 31% growth at the midpoint.
Total TTR guidance is $1,600 million to $1,725 million; Total Rare guidance is $450 million to $525 million.
Full results are due in February 2025; the vutrisiran heart-disease PDUFA target action date is March 23, 2025.
Moderna disclosed preliminary, unaudited 2024 product sales of $3.0-3.1 billion and year-end cash of about $9.5 billion, ahead of its January 13, 2025 J.P. Morgan presentation. It also set a 2025 revenue range of $1.5-2.5 billion, mostly in the second half, and projected 2025 cash cost reductions of $1.0 billion and year-end 2025 cash of about $6.0 billion. The 2024 figures remain subject to the ongoing audit, and the filing gives no prior-year comparison for the new 2025 range.
Unaudited 2024 product sales of $3.0-3.1 billion, including $1.7 billion in the U.S.
Year-end 2024 cash, cash equivalents and investments of about $9.5 billion (unaudited).
2025 revenue projected at $1.5-2.5 billion, mostly in the second half; 2025 cash cost reductions of $1.0 billion, with a further $0.5 billion planned for 2026.
Expected year-end 2025 cash and investments of about $6.0 billion; full results due February 14, 2025.
US Foods reaffirmed its fiscal 2024 guidance, first given on its Nov. 7, 2024 third quarter earnings call, and did not change any of the ranges. The company also said CEO Dave Flitman and CFO Dirk Locascio will take part in a fireside chat at the 27th Annual ICR Conference on Jan. 14, 2025, which investors can hear by live webcast.
Net sales guidance reaffirmed at $37.7 billion to $38.0 billion for fiscal 2024
Adjusted EBITDA guidance reaffirmed at $1.72 billion to $1.74 billion
Adjusted diluted EPS guidance reaffirmed at $3.05 to $3.15
Fireside chat with Dave Flitman and Dirk Locascio on Jan. 14, 2025 at 9:30 a.m. EST
H.B. Fuller preliminarily expects fiscal 2024 adjusted EBITDA of about $594 million, below its prior guidance of $610 million to $620 million given on September 25, 2024. The company cited weaker fourth-quarter demand, delayed orders, and higher raw material costs, and said the figures are unaudited and subject to change.
Preliminary fiscal 2024 net revenue of about $3.57 billion, adjusted diluted EPS of about $3.84, and adjusted EBITDA of about $594 million
Prior adjusted EBITDA guidance was $610 million to $620 million, communicated September 25, 2024
Expected cash flow from operations of about $300 million for the year
Full fiscal 2024 results are scheduled for release after the market close on January 15, 2025, with a conference call on January 16, 2025
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.