1,027 material Form 8-K filings that 835 companies we cover made with the SEC in February 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).
CorVel reported results for the quarter ended December 31, 2024, with revenue of $228 million, up from $202 million a year earlier, and diluted earnings per share of $0.46, up from $0.33. Both headline measures improved, and the company ended the quarter with $163 million in cash and no borrowings. Per-share figures are adjusted for the three-for-one stock split paid December 24, 2024.
Quarterly revenue rose 13% to $228 million; nine-month revenue rose to $664 million from $588 million.
Quarterly gross profit rose 25% to $52.9 million, a 23.2% gross margin, versus $42.2 million a year earlier.
Nine-month diluted EPS was $1.32, compared with $1.09 in the prior-year period, adjusted for the stock split.
The company repurchased $9.6 million of common stock during the quarter and ended with $163 million in cash and no borrowings.
Cabot reported first-quarter fiscal 2025 results for the quarter ended December 31, 2024, with net income attributable to Cabot of $93 million, up from $50 million a year earlier. Net sales were $955 million, roughly flat against $958 million, while Adjusted EPS rose 13% to $1.76, and the company kept its fiscal 2025 Adjusted EPS outlook of $7.40 to $7.80.
Diluted EPS was $1.67 versus $0.88 a year earlier; Adjusted EPS was $1.76 versus $1.56.
Performance Chemicals segment EBIT rose 32% to $45 million; Reinforcement Materials EBIT rose 1% to $130 million.
Operating cash flow was $124 million, and the company returned $66 million to shareholders through dividends and share repurchases.
Fiscal 2025 Adjusted EPS outlook remains in the range of $7.40 to $7.80 and does not include recently announced tariffs.
Cleveland-Cliffs released preliminary fourth-quarter and full-year 2024 results, showing an approximate $85 million adjusted EBITDA loss for Q4 and approximately $775 million for the full year on revenue of approximately $19.2 billion. The company also priced an upsized $850 million offering of 7.500% senior guaranteed notes due 2031, with closing expected February 6, 2025, and says the proceeds will repay borrowings under its asset-based credit facility. The preliminary figures are unaudited, and complete results are due after the market close on February 24, 2025.
Q4 2024 preliminary: steel shipments of 3.8 million net tons, revenues of approximately $4.3 billion, adjusted EBITDA loss of approximately $85 million
Full-year 2024 preliminary: shipments of 15.6 million net tons, revenues of approximately $19.2 billion, adjusted EBITDA of approximately $775 million
Including Stelco, 2024 pro-forma adjusted EBITDA of approximately $1.2 billion
$850 million of 7.500% senior guaranteed notes due 2031 priced, upsized from $750 million; expected to close February 6, 2025
NewMarket reported fourth quarter 2024 net income of $110.7 million, or $11.56 per share, up from $80.4 million, or $8.38 per share, a year earlier. Full-year net income was $462.4 million, or $48.22 per share, compared with $388.9 million, or $40.44 per share, in 2023, and the filing gives no outlook figures for 2025.
Q4 2024 net sales were $654.6 million, compared with $643.4 million in Q4 2023.
Q4 petroleum additives operating profit rose to $135.7 million from $110.4 million, driven mainly by lower operating costs, while petroleum additives sales fell to $626.1 million from $642.0 million.
Net debt to EBITDA was 1.2 as of December 31, 2024, below the company's target range of 1.5 to 2.0.
A conference call is scheduled for 3:00 p.m. ET on February 4, 2025.
United States Lime & Minerals reported fourth quarter 2024 revenues of $80.1 million, up 21.9%, and net income of $27.0 million ($0.94 per diluted share), up 58.8%. For the full year, revenues rose 12.9% to $317.7 million and net income rose 46.0% to $108.8 million, and the Board declared a higher quarterly dividend of $0.06 per share.
Q4 2024 revenues $80.1 million vs. $65.7 million in Q4 2023; gross profit $35.4 million, up 50.2%
Full-year 2024 net income $108.8 million ($3.79 per diluted share) vs. $74.5 million ($2.61) in 2023
Quarterly cash dividend raised to $0.06 per share from $0.05, payable March 14, 2025 to holders of record on February 21, 2025
New Jersey Resources reported first-quarter fiscal 2025 net income of $131.3 million, or $1.32 per share, up from $89.4 million, or $0.91 per share, a year earlier. The gain was helped by a one-time $54.9 million pre-tax gain from the sale of its residential solar portfolio, and the company kept its fiscal 2025 net financial earnings per share guidance of $3.05 to $3.20.
Net income of $131.3 million, or $1.32 per share, versus $89.4 million, or $0.91 per share, in the prior-year quarter
Net financial earnings of $128.9 million, or $1.29 per share, versus $72.4 million, or $0.74 per share
Fiscal 2025 NFEPS guidance maintained at $3.05 to $3.20, which includes the one-time solar sale gain
Webcast presentation scheduled for February 4, 2025, at 10 a.m. ET
Kyndryl reported fiscal third-quarter 2025 revenue of $3.74 billion, down 5% year over year, while net income was $215 million, compared with a net loss of $12 million a year earlier. Net income includes an after-tax gain of $138 million from the divestiture of its SIS platform in Canada, which the company excludes from adjusted results. The company raised its fiscal 2025 adjusted pretax income and adjusted free cash flow outlook.
Q3 revenue was $3.74 billion, down 5% year over year and 3% in constant currency; diluted EPS was $0.89 versus a loss of $0.05, and adjusted EPS was $0.51.
Fiscal 2025 outlook now calls for adjusted pretax income of at least $475 million and adjusted free cash flow of approximately $350 million.
Total signings were $4.1 billion in the quarter, up 10% on a reported basis, and the company expects approximately 2% constant-currency revenue growth in the fourth quarter.
Equity Residential reported fourth-quarter and full-year 2024 results and issued 2025 guidance in an 8-K that furnishes its press release. Diluted EPS rose sharply, and full-year normalized FFO per share increased 2.9%, while fourth-quarter FFO per share fell 3.0% and normalized FFO was flat. The filing names Equity Residential (NYSE: EQR), not VIVMARK RESIDENTIAL (VMRK) as stated in the request.
Q4 2024 diluted EPS was $1.10 vs. $0.82 a year earlier; FFO per share was $0.97 vs. $1.00; normalized FFO per share was $1.00, flat.
Full-year 2024 diluted EPS was $2.72 vs. $2.20; normalized FFO per share was $3.89 vs. $3.78.
2025 guidance: EPS of $3.00 to $3.10, normalized FFO per share of $3.90 to $4.00, and same store revenue growth of 2.25% to 3.25%.
The Board voted to increase the 2025 annual common share dividend by 2.6% to $2.77 per share.
Fabrinet reported fiscal second-quarter 2025 results for the period ended December 27, 2024, with revenue of $833.6 million and GAAP diluted EPS of $2.38, both up from the prior-year quarter and above the company's own guidance ranges. It guided third-quarter revenue to $850 million to $870 million and GAAP diluted EPS to $2.32 to $2.40, and its board added up to $100.0 million to the share repurchase program, bringing the total authorization to $534.3 million.
Q2 revenue $833.6 million vs. $712.7 million a year earlier; GAAP net income $86.6 million vs. $69.1 million
GAAP diluted EPS $2.38 vs. $1.89; non-GAAP diluted EPS $2.61 vs. $2.08
Q3 guidance: revenue $850 million to $870 million; GAAP diluted EPS $2.32 to $2.40
Share repurchase authorization expanded by up to $100.0 million to $534.3 million in aggregate
AECOM reported first-quarter fiscal 2025 results for the quarter ended December 31, 2024, with revenue of $4.01 billion, up 3%, and GAAP diluted EPS from continuing operations of $1.33, up 87%. The company raised its fiscal 2025 adjusted EBITDA and adjusted EPS guidance, which matters to shareholders because it signals higher expected profit for the full year.
Revenue was $4.01 billion, up 3%; net service revenue rose 5.5% on an adjusted basis to $1.80 billion.
Adjusted EPS was $1.31, up 25%; GAAP diluted EPS from continuing operations was $1.33, up 87%.
Fiscal 2025 adjusted EPS guidance is $5.05 to $5.20, and adjusted EBITDA guidance is $1,175 million to $1,210 million.
Total backlog reached a record $23.9 billion, up 4%, and the company returned $55 million to shareholders in the quarter.
Healthpeak reported fourth-quarter 2024 net income of $0.01 per share, down from $0.13 a year earlier, and Nareit FFO of $0.44 per share, down from $0.48, while FFO as Adjusted of $0.46 and AFFO of $0.40 per share were up or flat from the prior year. The company also gave 2025 guidance, including diluted earnings per share of $0.30 to $0.36, and raised its quarterly dividend 1.7% to $0.305 per share, with a planned switch to monthly payments starting April 2025.
Q4 2024 net income of $0.01 per share vs $0.13 in Q4 2023; Q4 total revenues of $697,988 thousand vs $553,652 thousand
Q4 2024 Nareit FFO of $0.44 per share vs $0.48; AFFO of $0.40 vs $0.36
2025 guidance: diluted EPS $0.30 to $0.36 and Nareit FFO $1.81 to $1.87 per share, vs 2024 full-year Nareit FFO of $1.61
Dividend raised to $0.305 per share; monthly dividend expected from April 2025; COO Tom Klaritch and GC Jeff Miller depart December 31, 2025
J&J Snack Foods reported fiscal first-quarter 2025 results for the period ended December 28, 2024. Net sales rose 4.1% to $362.6 million, but gross margin fell to 25.9% from 27.2%, and net earnings dropped to $5.1 million from $7.3 million, with diluted EPS of $0.26 versus $0.37 a year earlier. The board also approved a $50 million share repurchase authorization effective for two years.
Net sales increased 4.1% to $362.6 million; gross profit fell 0.7% to $93.9 million.
Operating income was $6.2 million versus $9.7 million a year earlier; diluted EPS was $0.26 versus $0.37.
Board approved a $50 million stock repurchase authorization effective for two years.
Company named two veteran leaders to new Chief Customer Officer and Chief Operating Officer roles.
Clorox reported fiscal second-quarter 2025 net sales down 15% to $1.69 billion and adjusted EPS down 28% to $1.55, with results reflecting the lapping of the August 2023 cyberattack recovery and prior divestitures. The company raised its fiscal 2025 adjusted EPS outlook and said it will acquire P&G's 20% interest in the Glad bags and wraps joint venture when the venture ends on January 31, 2026.
Q2 net sales fell 15% to $1.69 billion; organic sales fell 9%.
Q2 diluted EPS rose 105% to $1.54, while adjusted EPS fell 28% to $1.55 from $2.16.
Fiscal 2025 adjusted EPS outlook raised to $6.95-$7.35 from $6.65-$6.90; diluted EPS outlook raised to $5.52-$5.92 from $5.17-$5.42.
Glad joint venture with P&G ends January 31, 2026; Clorox intends to acquire P&G's 20% interest at fair market value.
Woodward reported first-quarter fiscal 2025 net sales of $773 million, down 2%, and diluted EPS of $1.42, down 3% from a year earlier. The company said its 2025 guidance is unchanged except that adjusted EPS guidance was narrowed to $5.85-$6.25 from $5.75-$6.25, reflecting a lower expected tax rate, which matters to shareholders because the profit decline and the guidance change point in different directions.
Net sales $773 million, down 2%; net earnings $87 million, down 3%
Diluted EPS $1.42, down 3%; adjusted EPS $1.35, down 7%
Free cash flow $1 million, down 81%; cash from operations $35 million, down 26%
Adjusted EPS guidance narrowed to $5.85-$6.25 from $5.75-$6.25; adjusted tax rate now expected to be about 19%, from about 20%
Rambus reported fourth-quarter 2024 GAAP revenue of $161.1 million, up from $122.2 million a year earlier, with net income of $62.2 million and diluted EPS of $0.58 versus $0.53. The company also gave first-quarter 2025 outlook for product revenue of $72 million to $78 million and licensing billings of $59 million to $65 million, but said full revenue guidance will be discussed on its conference call.
Q4 2024 GAAP revenue $161.1 million vs. $122.2 million in Q4 2023; product revenue $73.4 million
Q4 2024 net income $62.2 million vs. $58.5 million; diluted EPS $0.58 vs. $0.53
Q1 2025 outlook: product revenue $72 million to $78 million; licensing billings $59 million to $65 million
Micron patent license agreement extended through 2029
MGIC Investment Corporation reported fourth-quarter 2024 net income of $184.7 million, or $0.72 per diluted share, compared with $184.5 million, or $0.66 per share, a year earlier. Full-year 2024 net income was $763.0 million, or $2.89 per diluted share, up from $2.49 in 2023, though fourth-quarter results were below the third quarter's $200.0 million, or $0.77 per share. The company also repurchased $193.3 million of its stock in the quarter and declared a $0.13 quarterly dividend.
Q4 2024 net income of $184.7 million, or $0.72 per diluted share, versus $0.66 in Q4 2023 and $0.77 in Q3 2024
Full-year 2024 net income of $763.0 million, or $2.89 per diluted share, versus $2.49 in 2023
Q4 net premiums earned of $241.3 million versus $226.4 million a year earlier; new insurance written of $15.9 billion versus $10.9 billion
Repurchased 7.8 million shares for $193.3 million in Q4 2024; repurchased 3.5 million more shares for $85.5 million in January 2025
NAPCO Security Technologies reported fiscal second-quarter results for the three months ended December 31, 2024, with net sales of $43.0 million, down 9.7% from a year earlier. Net income fell 17.0% to $10.5 million and diluted EPS was $0.28 versus $0.34, while recurring service revenue rose 14.4% to $21.2 million. Management attributed the drop in equipment sales to reduced purchases by two large distributors and to project timing, and the board declared a $0.125 per share dividend.
Net sales $43.0 million, down 9.7%; equipment revenues $21.7 million vs $29.0 million a year earlier
Net income $10.5 million, down 17.0%; diluted EPS $0.28 vs $0.34
Gross profit margin 57.0% vs 52.6%; recurring service revenue up 14.4% to $21.2 million
Quarterly dividend of $0.125 per share, payable April 3, 2025, to holders of record on March 12, 2025
Saia reported fourth quarter 2024 results on February 3, 2025, with revenue up 5.0% but operating income down 9.9% and diluted earnings per share down from $3.33 to $2.84. For the full year, revenue rose 11.4% to $3.2 billion and diluted EPS reached $13.51 versus $13.26 in 2023, while the company said it expects 2025 net capital expenditures to be over $700 million.
Q4 2024 operating ratio was 87.1% compared with 85.0% in Q4 2023.
Full year 2024 operating income was $482.2 million, up 4.7%, and diluted EPS was $13.51.
Net capital expenditures were $1,040.9 million in 2024, and the company anticipates over $700 million in 2025, subject to market conditions.
Year-end 2024 cash was $19.5 million and total debt was $200.3 million, compared with $296.2 million cash and $16.5 million debt at December 31, 2023.
IDEXX reported fourth quarter 2024 revenue of $954 million, up 6%, and EPS of $2.62, up 13% as reported. For the full year, revenue rose 6% to $3,898 million and EPS rose 6% to $10.67, after a $0.56 per share charge tied to an ongoing litigation matter. The company also issued initial 2025 guidance of $4,055 million to $4,170 million in revenue and $11.74 to $12.24 in EPS, and assumes about $1.5 billion of share repurchases.
Q4 2024 revenue of $954 million, up 6% as reported and organically; Q4 EPS of $2.62, up 13% as reported
Full year 2024 EPS of $10.67 included a $0.56 per share negative impact from a discrete litigation expense accrual
2025 outlook: revenue of $4,055 million to $4,170 million and EPS of $11.74 to $12.24, both initial estimates
Outlook assumes about $1.5 billion of share repurchases in 2025, subject to market conditions
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.