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).
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
Raymond James reported record fiscal first-quarter net revenues of $3.54 billion for the quarter ended December 31, 2024, up 17% from a year earlier, and net income available to common shareholders of $599 million, or $2.86 per diluted share, up from $2.32 a year earlier. The Board also raised the quarterly cash dividend 11% to $0.50 per share and authorized common stock repurchases of up to $1.5 billion, which affects the capital returned to shareholders.
Net income available to common shareholders of $599 million, or $2.86 per diluted share, versus $497 million, or $2.32 per diluted share, a year earlier
Net revenues of $3.54 billion, up 17% year over year and 2% sequentially
Capital Markets net revenues rose 42% to $480 million, with investment banking revenues of $317 million
Quarterly cash dividend raised 11% to $0.50 per share; repurchase authorization of up to $1.5 billion, with about $1.45 billion available as of January 24, 2025
Dolby Laboratories reported first-quarter fiscal 2025 revenue of $357 million, up from $316 million a year earlier, and GAAP diluted EPS of $0.70, up from $0.69. The company also declared a $0.33 per share dividend and gave fiscal second-quarter and full-year fiscal 2025 ranges, with full-year revenue expected at $1.33 billion to $1.39 billion.
Q1 fiscal 2025 total revenue $357 million vs. $316 million in Q1 fiscal 2024
Non-GAAP diluted EPS $1.14 vs. $1.01; GAAP diluted EPS $0.70 vs. $0.69
Q2 fiscal 2025 revenue guided to $355 million to $385 million; full-year revenue to $1.33 billion to $1.39 billion
Cash dividend of $0.33 per share payable February 19, 2025 to holders of record on February 11, 2025
Annaly Capital Management reported fourth-quarter 2024 results on January 29, 2025. GAAP net income rose to $0.78 per average common share from $0.05 in the prior quarter, and earnings available for distribution rose to $0.72 from $0.66, while book value per common share fell to $19.15 from $19.54. The company declared a quarterly common dividend of $0.65 per share, and its CEO described the 2025 outlook as optimistic.
GAAP net income of $0.78 per average common share for Q4 2024, versus $0.05 in Q3 2024 and a loss of $0.88 in Q4 2023
Earnings available for distribution of $0.72 per share, up from $0.66 in Q3 2024
Book value per common share of $19.15 at December 31, 2024, down from $19.54 at September 30, 2024
Declared quarterly common stock cash dividend of $0.65 per share
Hawkins reported fiscal 2025 third-quarter results for the quarter ended December 29, 2024, with sales up 8% and operating income up 14% from a year earlier. Diluted EPS was $0.72, up from $0.71, though the prior-year figure was helped by a $0.08 per share favorable tax adjustment, and management expects continued growth in Water Treatment and Health and Nutrition.
Sales rose $17.7 million, or 8%, to $226.2 million; Water Treatment sales grew 22% to $99.8 million, while Industrial sales fell 1% to $92.0 million.
Net income was $15.0 million, or $0.72 per diluted share, versus $14.9 million, or $0.71, a year earlier.
Operating income was $21.1 million, the company's 27th consecutive quarter of year-over-year operating income growth.
Effective tax rate for the full fiscal year is expected to be approximately 26-27%; total debt was $114.0 million at quarter end.
Century Communities reported fourth-quarter 2024 net income of $102.7 million, or $3.20 per diluted share, up 13% from a year earlier, and full-year 2024 net income of $333.8 million, or $10.40 per diluted share. The company also gave 2025 guidance of 11,700 to 12,400 home deliveries and $4.5 billion to $4.8 billion in home sales revenues, which shareholders can compare with actual 2025 results.
Q4 2024 net income was $102.7 million, or $3.20 per diluted share, compared with $91.3 million, or $2.83, in Q4 2023
Full-year 2024 deliveries rose 15% to 11,007 homes, and total revenues were $4.4 billion
2025 outlook: 11,700 to 12,400 home deliveries and home sales revenues of $4.5 billion to $4.8 billion
In 2024 the company repurchased 1,027,702 shares for $83.8 million and paid dividends of $1.04 per share
Ameriprise Financial reported fourth quarter 2024 GAAP net income of $1,071 million, or $10.58 per diluted share, compared with $377 million, or $3.57, a year earlier. Adjusted operating earnings per diluted share excluding unlocking and other items rose 23% to $9.54, and total net revenues rose 13% to $4,501 million. For shareholders, the filing also shows the company returned $768 million of capital in the quarter, while distribution expenses rose 24% to $1,616 million.
Q4 2024 GAAP net income $1,071 million, or $10.58 per diluted share, versus $377 million, or $3.57, in Q4 2023
Q4 2024 adjusted operating EPS excluding unlocking and other items $9.54, up 23% from $7.75
Full year 2024 adjusted operating EPS excluding unlocking and other items $35.79, up 17% from $30.46
Capital returned to shareholders was $768 million in Q4 2024 and $2.8 billion for the full year
SEI Investments reported fourth-quarter 2024 results on January 29, 2025, with revenue of $557.2 million, up 15% from a year earlier, and diluted EPS of $1.19, up 31%. Operating income rose 43% to $145.5 million, and operating margin reached 26%. The company also repurchased 3.1 million shares for $259.5 million in the quarter, while ending assets under management declined 3% from the prior quarter.
Q4 2024 revenue was $557.2 million, up 15% from $484.9 million in Q4 2023.
Diluted EPS was $1.19 versus $0.91 a year earlier; full-year 2024 diluted EPS was $4.41 versus $3.46.
Net income for Q4 2024 was $155.8 million, up 29% from $120.7 million.
SEI repurchased 3.1 million shares for $259.5 million at an average price of $83.43 per share in Q4 2024.
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
Capitol Federal Financial reported first-quarter fiscal 2025 net income of $15.4 million, or $0.12 per share, for the quarter ended December 31, 2024, up from $12.1 million, or $0.09 per share, in the prior quarter. The increase was mainly due to lower income tax expense, since the prior quarter included tax tied to a pre-1988 bad debt recapture. The company also announced a quarterly dividend of $0.085 per share, which is unchanged.
Net income of $15.4 million, or $0.12 per share, versus $12.1 million, or $0.09 per share, in the quarter ended September 30, 2024.
Net interest margin rose six basis points to 1.86% from 1.80% in the prior quarter.
Management expects non-interest expenses to rise 4.0% in fiscal 2025 compared to fiscal 2024.
Quarterly dividend of $0.085 per share, payable February 21, 2025, to stockholders of record as of February 7, 2025.
M/I Homes reported fourth-quarter and full-year 2024 results on January 29, 2025, in a press release furnished as Exhibit 99.1. Revenue and net income rose in both periods, with full-year net income of $563.7 million, or $19.71 per diluted share, compared with $16.21 in 2023. For shareholders, the results show higher earnings, $176.0 million of stock repurchases and a lower homebuilding debt-to-capital ratio, though the release does not include earnings guidance.
Q4 2024 revenue was $1.2 billion, up 24%, and net income was $133.5 million, or $4.71 per diluted share, versus $3.66 a year earlier.
Full-year 2024 revenue rose 12% to $4.5 billion, and net income was $563.7 million, or $19.71 per diluted share, versus $16.21 in 2023.
The company repurchased $176.0 million of stock in 2024, and its homebuilding debt-to-capital ratio fell to 19% from 22%.
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.
Norfolk Southern reported fourth-quarter 2024 diluted earnings per share of $3.23, up 39% from $2.32 a year earlier, on railway operating revenue of $3.0 billion, down 2%. For full-year 2024, diluted EPS was $11.57, up 44%, while revenue was $12.1 billion, down $33 million. Results include charges and gains tied to the Eastern Ohio incident, restructuring, and railway line sales, and the company also presented adjusted figures that exclude them.
Q4 2024 income from railway operations was $1.1 billion, up 40% from Q4 2023; adjusted Q4 diluted EPS was $3.04, up 7%.
Full-year 2024 operating ratio was 66.4%, compared with 76.5% in 2023; adjusted operating ratio was 65.8%.
Restructuring and other charges totaled $183 million for 2024, and Eastern Ohio incident expenses were $325 million net of insurance recoveries.
The company repurchased no shares under its stock repurchase program in 2024, compared with $627 million of repurchases in 2023.
General Dynamics reported fourth-quarter 2024 net earnings of $1.1 billion and revenue of $13.3 billion, both up about 14% from a year earlier. For the full year, net earnings were $3.8 billion and diluted EPS was $13.63, up 13.4%, with the company citing steady growth across all four segments. The release does not include 2025 guidance; the company said it would add guidance information to its website charts after its earnings call.
Q4 diluted EPS of $4.15, up 14.0% from $3.64 a year earlier
Full-year revenue of $47.7 billion, up 12.9%, and net earnings of $3.8 billion, up 14.1%
Backlog ended 2024 at $90.6 billion; full-year book-to-bill was 1-to-1
Gulfstream delivered 47 aircraft in the fourth quarter and 136 for the year
Corning reported fourth-quarter 2024 GAAP sales of $3.5 billion, up 17% year over year, and GAAP diluted EPS of $0.36, compared with a loss of $0.05 a year earlier. Core sales rose 18% to $3.87 billion and core EPS rose 46% to $0.57. For full-year 2024, GAAP EPS fell 15% to $0.58, and the company guided to first-quarter 2025 core EPS of $0.48 to $0.52, up about 30%.
Q4 2024 GAAP net income attributable to Corning was $310 million, versus a $40 million loss in Q4 2023.
Full-year 2024 GAAP net income attributable to Corning was $506 million, down 13% from $581 million, and GAAP diluted EPS was $0.58, down 15%.
Q1 2025 outlook: core sales of about $3.6 billion, up approximately 10%, and core EPS of $0.48 to $0.52.
Display Technologies expects 2025 segment net income of $900 million to $950 million.
Nasdaq reported fourth-quarter 2024 net revenue of $1.2 billion, up 10% from a year earlier, and GAAP diluted earnings per share of $0.61, up 72%. For full-year 2024, net revenue rose 19% to $4.6 billion, but GAAP diluted earnings per share fell 7% to $1.93. The company also gave initial 2025 non-GAAP operating expense guidance of $2,245 million to $2,325 million and declared a quarterly cash dividend.
Q4 2024 non-GAAP diluted EPS was $0.76, up 5%; full-year non-GAAP diluted EPS was $2.82, flat versus 2023
Solutions revenue in Q4 2024 was $949 million, up 10%; Index revenue was $188 million, up 29%
2025 non-GAAP operating expense guidance is $2,245 million to $2,325 million; non-GAAP tax rate guidance is 22.5% to 24.5%
Nasdaq returned $138 million to shareholders through dividends in Q4 2024 and repurchased $181 million of senior unsecured notes
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.
Stifel reported record fourth-quarter net revenues of $1.36 billion, up from $1.15 billion a year earlier, and diluted EPS of $2.09 versus $1.38. For the full year, net revenues were $4.97 billion and diluted EPS was $6.25, and the board approved a 10% increase in the quarterly dividend to $0.46 per share starting in the first quarter of 2025.
Q4 2024 net income available to common shareholders was $234.7 million, or $2.09 per diluted share, versus $153.2 million, or $1.38, a year earlier
Full-year 2024 net income available to common shareholders was $694.1 million, or $6.25 per diluted share, versus $485.3 million, or $4.28 in 2023
Quarterly dividend increases 10% to $0.46 per common share starting in the first quarter of 2025
Company repurchased $45.5 million of common stock in Q4 2024 and $242.6 million in full-year 2024
Lennox reported fourth quarter 2024 revenue of $1.3 billion, up 16% from a year earlier, with GAAP diluted earnings per share of $5.52 versus $4.04 and adjusted diluted EPS of $5.60, up 54%. The company also issued full year 2025 guidance, forecasting adjusted EPS of $22.00 to $23.50 and free cash flow of $650 million to $800 million, which gives shareholders a outlook for the coming year.
Q4 2024 revenue $1.3 billion, up 16%; core revenue up 22%
Q4 GAAP diluted EPS $5.52 vs. $4.04; adjusted diluted EPS $5.60, up 54%
Full year 2025 adjusted EPS guidance of $22.00 to $23.50, vs. $22.58 adjusted EPS in 2024
Q4 free cash flow $273 million, up 50%; 2025 free cash flow estimated at $650 million to $800 million
Prosperity Bancshares reported fourth quarter 2024 net income of $130.1 million, or $1.37 per diluted share, up from $95.5 million, or $1.02 per share, a year earlier. The company said the increase was mainly due to higher net interest income and a lower FDIC special assessment, partly offset by higher salaries and benefits. The filing also approved a 2025 stock repurchase program covering up to 5% of outstanding common stock.
Q4 2024 net income $130.1 million, up 36.2% from $95.5 million in Q4 2023
Diluted EPS $1.37 versus $1.02 a year earlier, an increase of 34.3%
Net interest margin (tax equivalent) 3.05%, up from 2.75% in Q4 2023
2025 stock repurchase program covers up to about 4.8 million shares, or 5% of common stock, through January 21, 2026
Otis reported fourth quarter 2024 net sales of $3.7 billion, up 1.5%, and adjusted EPS of $0.93, up 6.9%. For the full year, net sales were $14.3 billion, up 0.4%, and adjusted EPS was $3.83, up 8.2%. The company forecast 2025 adjusted EPS of $4.00 to $4.10, and shareholders received $1.0 billion of share repurchases in 2024.
Q4 2024 GAAP EPS was $0.84, up 6.3%, and GAAP operating profit was $531 million, flat margin at 14.4%
Full year 2024 GAAP EPS rose 20.1% to $4.07, driven primarily by a non-recurring tax benefit
2025 outlook: net sales of $14.1 to $14.4 billion and adjusted EPS of $4.00 to $4.10, up 4 to 7%
2024 share repurchases totaled $1.0 billion, including $200 million in the fourth quarter
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.