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).
Tetra Tech reported first-quarter fiscal 2025 results, with revenue up 16% year over year to $1.42 billion and net revenue up 18% to $1.20 billion. GAAP EPS fell to $0.00 from $0.28 because of a $115 million legal contingency charge, while adjusted EPS rose 25% to $0.35. The company raised the high end of its fiscal 2025 adjusted EPS guidance and reaffirmed the midpoint, while noting it has paused some U.S. federal government work, particularly with USAID.
Q1 revenue $1.42 billion, up 16% year over year; net revenue $1.20 billion, up 18%
GAAP EPS $0.00 versus $0.28 a year earlier, including a $115 million legal contingency charge; adjusted EPS $0.35, up 25%
Fiscal 2025 adjusted EPS guidance of $1.37 to $1.52, with the high end raised and the midpoint reaffirmed
Quarterly dividend of $0.058 per share payable February 26, 2025, to holders of record on February 12, 2025
John B. Sanfilippo & Son reported fiscal 2025 second-quarter results ended December 26, 2024. Net sales rose 3.4% to $301.1 million on a 7.1% increase in sales volume, but gross profit fell 9.8% to $52.3 million and diluted EPS fell 29.3% to $1.16, so shareholders see higher sales alongside lower profit.
Net sales increased $9.8 million, or 3.4%, to $301.1 million; sales volume rose 7.1% to 96.3 million pounds
Gross profit decreased 9.8% to $52.3 million; gross margin fell to 17.4% of net sales from 19.9%
Diluted EPS decreased 29.3% to $1.16 per share; the prior-year quarter included a one-time $2.2 million bargain purchase gain tied to the Lakeville Acquisition
Six-month net sales rose 9.9% to $577.3 million, while six-month diluted EPS fell 31.4% to $2.16
Landstar System reported fourth-quarter 2024 revenue of $1.209 billion, up slightly from $1.204 billion a year earlier, its first year-over-year quarterly revenue growth since the third quarter of 2022. Earnings per share fell to $1.31 from $1.62, and the company said EPS came in below the midpoint of its prior guidance, mainly due to a lower variable contribution margin and higher insurance and claims costs. The company also gave first-quarter 2025 EPS guidance of $1.05 to $1.25 and declared a quarterly dividend of $0.36 per share.
Q4 revenue of $1.209 billion vs. $1.204 billion in Q4 2023; truck revenue per load rose 3.1%, while loads hauled via truck fell 3.4%
Q4 EPS of $1.31 vs. $1.62; operating income of $57.8 million vs. $74.6 million
Insurance and claims costs were 6.7% of BCO revenue in Q4, versus a 4.7% average from fiscal 2019 through 2023
1Q 2025 guidance: EPS of $1.05 to $1.25 and consolidated revenue of $1.075 billion to $1.175 billion; quarterly dividend of $0.36 payable March 11, 2025
Meritage Homes reported fourth quarter and full-year 2024 results on January 29, 2025. Fourth quarter net earnings fell 13% and diluted EPS fell 12% on lower home closing revenue and margins, while full-year net earnings rose 6% to $786.2 million. The company also gave full-year 2025 guidance of 16,250 to 16,750 home closings and $6.6 billion to $6.9 billion in home closing revenue.
Q4 2024 net earnings were $172.6 million ($4.72 per diluted share), down from $198.9 million ($5.38) in Q4 2023.
Q4 2024 home closing gross margin was 23.2%, down 200 basis points from 25.2% a year earlier.
Full-year 2024 net earnings were $786.2 million ($21.44 per diluted share), up from $738.7 million ($19.93).
2025 guidance calls for 16,250 to 16,750 home closings and $6.6 billion to $6.9 billion in home closing revenue.
Silgan reported fourth quarter and full year 2024 results on January 29, 2025. Q4 net sales rose 5% to $1.4 billion and adjusted diluted EPS rose 35% to $0.85, but GAAP net income fell to $45.1 million ($0.42 per diluted share) from $64.4 million ($0.60). The company expects 2025 adjusted diluted EPS of $4.00 to $4.20, which it says is a 13% increase at the midpoint over 2024.
Q4 2024 net sales $1.4 billion, up $71.1 million (5%), mainly from the Weener Packaging acquisition
Full year 2024 net income $276.4 million ($2.58 per diluted share) vs. $326.0 million ($2.98) in 2023; adjusted EPS $3.62 vs. $3.40
Q4 rationalization charges $21.4 million, tied to the announced restructuring program
2025 guidance: adjusted diluted EPS $4.00 to $4.20; free cash flow approximately $450 million
Selective Insurance Group reported fourth-quarter 2024 results on January 29, 2025. Net premiums written rose 10%, but net income available to common stockholders fell 24% and the GAAP combined ratio rose to 98.5% from 93.7%, driven by $100 million of unfavorable prior-year casualty reserve development. The company also gave 2025 expectations, including a combined ratio of 96% to 97%, which shareholders can compare with 2024 results.
Q4 2024 net income per diluted share was $1.52, down from $2.01 a year earlier; non-GAAP operating income per share was $1.62, down from $1.94.
Net premiums written rose 10% to $1.09 billion, and total revenues rose 13% to $1.26 billion.
Full-year 2024 net income per diluted share was $3.23, down from $5.84; the full-year combined ratio was 103.0%.
2025 guidance: GAAP combined ratio of 96% to 97%, after-tax net investment income of $405 million, and 61.5 million weighted average diluted shares.
Benchmark Electronics reported fourth quarter 2024 revenue of $657 million, down from $691 million a year earlier, while GAAP diluted EPS rose to $0.50 from $0.49 and non-GAAP EPS fell to $0.61 from $0.65. For fiscal 2024, revenue was $2.7 billion, down 6%, and GAAP EPS was $1.72 versus $1.79 in 2023. The company also gave first quarter 2025 revenue guidance of $620 million to $660 million.
Q4 2024 revenue $657 million vs. $691 million in Q4 2023; GAAP diluted EPS $0.50 vs. $0.49; non-GAAP diluted EPS $0.61 vs. $0.65
Fiscal 2024 revenue $2,656 million vs. $2,839 million in 2023; GAAP diluted EPS $1.72 vs. $1.79; non-GAAP diluted EPS $2.29 vs. $2.38
Fiscal 2024 free cash flow of $156 million, with GAAP operating margin of 4.1% and non-GAAP operating margin of 5.1%
Q1 2025 guidance: revenue $620 million to $660 million; GAAP diluted EPS $0.34 to $0.40; non-GAAP diluted EPS $0.48 to $0.54
Western Digital reported fiscal second quarter 2025 revenue of $4.29 billion, up 5% from the prior quarter and 41% from a year earlier, with GAAP diluted earnings per share of $1.63 compared with a loss of $0.93 a year earlier. The company guided fiscal third quarter revenue to $3.75 billion to $3.95 billion and non-GAAP EPS to $0.90 to $1.20, below the second quarter's $1.77 non-GAAP EPS, which matters to shareholders because the outlook points to lower results ahead while the company finalizes the separation of its HDD and Flash businesses.
Q2 revenue was $4.29 billion, up 5% sequentially and 41% year over year; Cloud revenue was $2.3 billion, up 6% sequentially.
Q2 GAAP diluted EPS was $1.63 and non-GAAP EPS was $1.77; GAAP gross margin fell to 35.4% from 37.9% in Q1.
Q3 fiscal 2025 guidance: revenue of $3.75 billion to $3.95 billion and non-GAAP diluted EPS of $0.90 to $1.20.
Operating cash inflow was $403 million, and the company ended the quarter with $2.29 billion in cash and cash equivalents.
Calix reported fourth-quarter 2024 revenue of $206.1 million, up 2.6% from the prior quarter but down 22% from the year-ago quarter. The GAAP net loss was $17.9 million, or $0.27 per diluted share, compared with a $0.10 loss per share a year earlier. The company guided first-quarter 2025 revenue to $204 million to $210 million and non-GAAP earnings per diluted share to $0.10 to $0.16.
Q4 2024 revenue was $206.1 million, up 2.6% sequentially and down 22% from $264.7 million a year earlier.
GAAP net loss was $17.9 million, or $0.27 per diluted share; non-GAAP net income was $5.2 million, or $0.08 per diluted share.
First-quarter 2025 guidance: revenue of $204 million to $210 million and non-GAAP EPS of $0.10 to $0.16.
Remaining performance obligations rose 34% year over year to $325.8 million.
ServiceNow reported fourth-quarter 2024 total revenues of $2,957 million, up 21% year over year, and full-year 2025 subscription revenue guidance of $12,635 million to $12,675 million, growth of 18.5% to 19%. The board also authorized an additional $3.0 billion in share repurchases, which the company says is aimed at managing dilution.
Q4 2024 GAAP net income was $384 million, or $1.86 per basic share and $1.83 per diluted share.
FY 2025 GAAP subscription revenue guidance is 18.5% to 19% year-over-year growth, compared with 23% GAAP subscription revenue growth in 2024.
Board authorized $3.0 billion in additional repurchases; about $266 million remained under the original $1.5 billion program as of December 31, 2024.
Q1 2025 GAAP subscription revenue guidance is $2,995 million to $3,000 million.
C.H. Robinson reported fourth-quarter 2024 results. Total revenues fell 0.9% to $4.2 billion, while income from operations rose 71.1% to $183.8 million and diluted EPS rose 369.2% to $1.22, driven by higher gross profit and lower operating expenses.
Q4 2024 total revenues decreased 0.9% to $4.2 billion; gross profit increased 10.4% to $672.9 million.
Q4 2024 income from operations rose 71.1% to $183.8 million; diluted EPS was $1.22, up 369.2%.
Full-year 2024 diluted EPS was $3.86, up 41.9%; adjusted EPS was $4.51, up 36.7%.
For 2025, the company expects a full-year effective tax rate of 18% to 20% and capital expenditures of $75 million to $85 million.
First Bancorp reported fourth-quarter 2024 net income of $3.6 million, or $0.08 diluted EPS, down from $18.7 million ($0.45) in the prior quarter and $29.7 million ($0.72) a year earlier. The results include a $36.8 million loss from a securities loss-earnback transaction, and the company also reported adjusted diluted EPS of $0.76 for the quarter. For shareholders, reported profit fell sharply, while the company's adjusted measures and net interest income rose.
Q4 2024 net income was $3.6 million, or $0.08 diluted EPS, versus $18.7 million ($0.45) in Q3 2024 and $29.7 million ($0.72) in Q4 2023.
A $36.8 million loss on securities from a loss-earnback transaction reduced noninterest income to negative $23.2 million for the quarter.
Adjusted diluted EPS was $0.76 for Q4 2024, up from $0.70 in Q3 2024, according to the company's non-GAAP reconciliation.
Full-year 2024 net income was $76.2 million, or $1.84 diluted EPS, compared with $104.1 million, or $2.53, in 2023.
MaxLinear reported unaudited fourth-quarter and fiscal 2024 results on January 29, 2025. Q4 net revenue of $92.2 million rose 14% from the prior quarter but fell 26% from a year earlier, and the GAAP loss per diluted share was $0.68. The company expects first-quarter 2025 net revenue of approximately $85 million to $105 million, and its CEO said it is working toward a return to profitability in coming quarters.
Q4 2024 net revenue was $92.2 million, up 14% sequentially and down 26% from the year-ago quarter.
Q4 GAAP net loss was $57.8 million, or $0.68 per diluted share, compared with $0.90 in Q3 2024 and $0.47 in Q4 2023.
Fiscal 2024 net revenue was $360.5 million, down 48.0% from fiscal 2023; GAAP diluted loss per share was $2.93.
First-quarter 2025 net revenue is expected to be approximately $85 million to $105 million.
Provident Financial Services reported fourth-quarter 2024 net income of $48.5 million, or $0.37 per share, up from $46.4 million in the third quarter and $27.3 million a year earlier. Full-year 2024 net income fell to $115.5 million, or $1.05 per share, from $128.4 million in 2023, reflecting the May 16, 2024 Lakeland merger, including $56.9 million in full-year transaction costs and a large initial CECL provision on acquired loans.
Q4 2024 net income $48.5 million, $0.37 per share, versus $46.4 million, $0.36 per share in Q3 2024
Full-year 2024 net income $115.5 million, $1.05 per share, versus $128.4 million in 2023
Quarterly cash dividend of $0.24 per share payable February 28, 2025, to holders of record February 14, 2025
Virtual Annual Meeting of Stockholders set for April 24, 2025; record date February 28, 2025
Extreme Networks reported fiscal second-quarter 2025 results for the quarter ended December 31, 2024. Revenue fell 5.7% year-over-year, while GAAP diluted EPS rose to $0.06 from $0.03 and non-GAAP diluted EPS declined to $0.21 from $0.24. The company also issued revenue targets for the third quarter and full fiscal 2025, which set the near-term outlook for shareholders.
Q2 fiscal 2025 total net revenue was $279.4 million, down from $296.4 million a year earlier and up 3.8% quarter-over-quarter.
GAAP diluted EPS was $0.06 versus $0.03 a year earlier; non-GAAP diluted EPS was $0.21 versus $0.24.
Q3 fiscal 2025 (ending March 31, 2025) guidance: total net revenue of $276.0 million to $284.0 million and non-GAAP EPS of $0.16 to $0.20.
FY2025 (ending June 30, 2025) total net revenue guidance: $1,120.0 million to $1,138.0 million.
VF Corp reported third-quarter fiscal 2025 revenue of $2.83 billion, up 2% from a year earlier, and swung to diluted earnings of $0.43 per share from a loss of $0.24. The company guided fourth-quarter revenue down 4% to 6% and an adjusted operating loss of $(30) million to $0, while raising its fiscal 2025 free cash flow guidance to $440 million.
Q3 fiscal 2025 revenue was $2.83 billion, up 2% from $2.78 billion in Q3 fiscal 2024.
Q3 operating income was $226 million, compared with a loss of $91 million a year earlier; diluted EPS was $0.43 versus $(0.24).
Q4 fiscal 2025 guidance: revenue down 4% to 6% versus last year and an adjusted operating loss of $(30) million to $0 million.
Fiscal 2025 free cash flow guidance raised to $440 million from $425 million; quarterly dividend of $0.09 per share payable March 20, 2025.
MSCI reported fourth-quarter 2024 operating revenues of $743.5 million, up 7.7%, and adjusted EPS of $4.18, up 13.6%. Diluted EPS fell 23.1% to $3.90 as net income declined 24.3%, which the company attributed in part to a $143.0 million one-time gain on its Burgiss investment in the prior-year quarter. The company also gave full-year 2025 guidance and declared a first-quarter 2025 dividend of $1.80 per share, up 12.5%.
Q4 2024 operating revenues $743.5 million, up 7.7%; net income $305.5 million, down 24.3%
Diluted EPS $3.90, down 23.1%; adjusted EPS $4.18, up 13.6%
Full-year 2025 guidance includes adjusted EBITDA expense of $1,220 to $1,250 million and free cash flow of $1,400 to $1,460 million
Quarterly dividend of $1.80 per share declared, up 12.5%, payable February 28, 2025
Central Pacific Financial reported fourth-quarter 2024 net income of $11.3 million, or $0.42 per diluted share, down from $13.3 million, or $0.49, in the third quarter and $14.9 million, or $0.55, a year earlier. Results were hit by a $9.9 million pre-tax loss from an investment securities repositioning, and the board raised the quarterly dividend 3.8% to $0.27 per share and authorized a new buyback of up to $30 million for 2025.
Q4 2024 net income $11.3 million, $0.42 per diluted share; full-year 2024 net income $53.4 million, $1.97 per share, versus $58.7 million and $2.17 in 2023
Pre-tax loss of $9.9 million on sale of lower-yielding securities; company estimates the reinvestment will add $2.7 million to annual net interest income
Net interest margin rose 10 basis points to 3.17%; company reported adjusted Q4 EPS of $0.70 (non-GAAP)
Board approved quarterly dividend of $0.27 per share, payable March 17, 2025, and a share repurchase program of up to $30 million
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.