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).
The Hanover Insurance Group reported fourth-quarter 2024 net income of $167.9 million, or $4.59 per diluted share, up from $107.9 million, or $2.98, a year earlier, and operating income of $194.6 million, or $5.32 per share, versus $3.13. Full-year 2024 net income was $426.0 million, or $11.70 per share, compared with $35.3 million, or $0.98, in 2023, and the company raised its quarterly dividend 5.9% to $0.90 per share.
Q4 2024 net income $167.9 million, or $4.59 per diluted share, versus $107.9 million, or $2.98, in Q4 2023
Q4 2024 combined ratio of 89.2%, compared with 94.2% in the prior-year quarter; catastrophe losses were $26.0 million
Quarterly dividend increased 5.9% to $0.90 per common share; about 170,000 shares repurchased for $26.7 million in Q4
Full-year 2024 net income $426.0 million, or $11.70 per diluted share, versus $35.3 million, or $0.98, in 2023
Enact Holdings, Inc., a publicly traded subsidiary of Genworth Financial, released its financial results for the quarter ended December 31, 2024, on February 4, 2025, attached as Exhibit 99.1. The filing contains no figures from those results, so its performance cannot be judged from this 8-K alone.
Enact Holdings (Nasdaq: ACT) issued its Q4 2024 results press release on February 4, 2025
Genworth plans to release its quarter ended December 31, 2024 earnings after market close on February 18, 2025
Genworth's earnings conference call is scheduled for February 19, 2025 at 9:00 a.m. ET
Unum Group reported fourth-quarter 2024 net income of $348.7 million, or $1.92 per diluted share, up from $330.6 million, or $1.69, a year earlier. After-tax adjusted operating income was $368.9 million, or $2.03 per diluted share, compared with $1.79 in the fourth quarter of 2023. The company also set a 2025 outlook for after-tax adjusted operating income per share growth of 8% to 12%, which matters to shareholders because it gives a benchmark for expected earnings growth.
Q4 2024 total revenue was $3,236.6 million, up from $3,145.1 million in Q4 2023.
Full-year 2024 net income was $1,779.1 million, or $9.46 per diluted share, versus $1,283.8 million in 2023; full-year adjusted operating EPS was $8.44, up from $7.66.
2025 outlook calls for core operations premium growth of 4% to 7% and adjusted operating EPS growth of 8% to 12%.
Book value per common share was $61.38 at December 31, 2024, up from $49.91; holding company liquidity was $2.0 billion.
Essex Property Trust reported fourth-quarter 2024 net income of $4.00 per diluted share, up from $1.02 a year earlier, and full-year net income of $11.54 per diluted share, up from $6.32. Core FFO per diluted share rose 2.3% to $3.92 in the quarter and 3.8% to $15.60 for the year, which the company said exceeded the high end of its original guidance range. The company also issued 2025 Core FFO guidance of $15.56 to $16.06 per diluted share.
Q4 2024 net income per diluted share was $4.00 versus $1.02 in Q4 2023; the company attributed the increase mainly to gains on sale of real estate and remeasurements of co-investments
Q4 2024 Core FFO per diluted share was $3.92 versus $3.83; full-year 2024 Core FFO per diluted share was $15.60 versus $15.03
Q4 2024 Total FFO per diluted share was $3.69, down 4.7% from $3.87 a year earlier
2025 Core FFO guidance is $15.56 to $16.06 per diluted share, with a midpoint of $15.81; the earnings call is set for February 5, 2025 at 9:00 a.m. PT
Atmos Energy reported first-quarter fiscal 2025 results for the quarter ended December 31, 2024, with earnings of $2.23 per diluted share on net income of $351.9 million. The company reaffirmed its fiscal 2025 EPS guidance of $7.05 to $7.25 per diluted share and declared a quarterly dividend of $0.87 per share, an indicated annual dividend of $3.48 that is 8.1% above fiscal 2024.
Q1 fiscal 2025 earnings were $2.23 per diluted share on net income of $351.9 million.
Fiscal 2025 EPS guidance was reaffirmed at $7.05 to $7.25 per diluted share.
Quarterly dividend declared at $0.87 per share; indicated annual dividend of $3.48, up 8.1% over fiscal 2024.
Fiscal 2025 capital expenditure guidance is approximately $3.7 billion; Q1 capital expenditures were $891.2 million.
Amentum reported first-quarter fiscal 2025 results for the period ended December 27, 2024, with GAAP revenue of $3.4 billion, up 72% from a year earlier mainly because of the combination with Jacobs' CMS businesses. On a pro forma basis, which includes CMS in the prior-year period, revenue rose 2%, and GAAP net income attributable to common shareholders was $12 million compared with a loss of $41 million a year earlier. The company reaffirmed its fiscal 2025 guidance, which matters to shareholders because it signals management still expects the full-year targets to hold.
GAAP revenue was $3,416 million versus $1,983 million a year earlier; pro forma revenue grew 2% to $3,416 million from $3,338 million.
Net income attributable to common shareholders was $12 million, or $0.05 diluted EPS, versus a loss of $41 million, or $(0.46), a year earlier.
Pro forma Adjusted EBITDA rose 3% to $262 million; Free Cash Flow was $102 million.
Fiscal 2025 guidance was reaffirmed: revenue of $13.8 billion to $14.2 billion and Adjusted Diluted EPS of $2.00 to $2.20.
Veralto reported fourth-quarter 2024 sales of $1,345 million, up 4.4% year over year, and GAAP diluted earnings per share of $0.91, up from $0.81. For full-year 2025, it targets low-to-mid single digit core sales growth and adjusted diluted EPS of $3.60 to $3.70, compared with full-year 2024 adjusted EPS of $3.54. Shareholders get higher reported earnings and a 2025 outlook for continued growth, though the guidance is a target rather than a raised forecast.
Q4 2024 sales rose 4.4% to $1,345 million; GAAP net earnings were $227 million, or $0.91 per diluted share, versus $200 million, or $0.81, a year earlier
Q4 2024 non-GAAP adjusted diluted EPS was $0.95, compared with $0.87 in Q4 2023
Full-year 2024 sales rose 3.4% to $5,193 million; GAAP net earnings were $833 million, or $3.34 per diluted share
2025 targets: adjusted diluted EPS of $3.60 to $3.70 and free cash flow conversion of 90% to 100% of GAAP net earnings; Q1 2025 adjusted EPS guided to $0.84 to $0.88
IDEX reported fourth-quarter 2024 net sales of $863 million, up 9%, and diluted EPS of $1.62, up 13%. For full year 2024, sales were flat at $3.3 billion and diluted EPS fell 15% to $6.64, and the company projected 2025 organic sales growth of 1% to 3% with GAAP diluted EPS of $6.56 to $6.96.
Q4 2024 net sales $863 million, up 9% overall and 3% organically; adjusted diluted EPS $2.04, up 11%
Full-year 2024 net sales $3.3 billion, flat overall and down 2% organically; diluted EPS $6.64, down 15%
2025 outlook: full-year GAAP diluted EPS $6.56 to $6.96; first-quarter 2025 organic sales projected to decline 3% to 4%
Full-year 2024 operating cash flow $668 million, down 7%; free cash flow $603 million, down 4%
O-I Glass reported 2024 net sales of $6.5 billion, down about 8 percent, and a net loss attributable to the company of $0.69 per share, compared with a $0.67 loss in 2023. Adjusted EPS was $0.81, down from $3.09, and the company guided 2025 adjusted EPS to $1.20 to $1.50 and free cash flow to $150 million to $200 million, but management said it remains cautious about the commercial outlook.
Full-year 2024 net sales were $6.5 billion, down from $7.1 billion; net loss attributable to the company was $106 million ($0.69 per share) versus $103 million ($0.67 per share) in 2023.
Adjusted EPS of $0.81 in 2024 slightly exceeded guidance of $0.70 to $0.80, compared with $3.09 in 2023.
Fourth-quarter 2024 net loss was $1.00 per share, versus $3.05 per share a year earlier; adjusted results were a loss of $0.05 per share.
2025 guidance calls for adjusted EPS of $1.20 to $1.50 and free cash flow of $150 million to $200 million, compared with a $128 million use of cash in 2024.
Artisan Partners reported fourth-quarter 2024 revenue of $297.0 million, up 19% from a year earlier, and GAAP net income of $69.7 million, or $0.97 per share, compared with $64.8 million, or $0.92 per share, in the fourth quarter of 2023. The board also declared a variable quarterly dividend of $0.84 per share plus a special dividend of $0.50 per share, totaling $1.34 per share, payable February 28, 2025.
Q4 2024 revenue was $297.0 million, up 6% from $279.6 million in the September 2024 quarter and up 19% from a year earlier.
Q4 2024 GAAP net income was $69.7 million, or $0.97 per share, down from $72.9 million, or $1.03 per share, in the September quarter.
Full-year 2024 revenue was $1,111.8 million, up 14%, and GAAP net income was $259.7 million, or $3.66 per share, versus $3.19 per share in 2023.
Dividend of $1.34 per share is payable February 28, 2025 to holders of record as of February 14, 2025.
Douglas Emmett reported fourth-quarter 2024 revenue of $245 million, down from $259 million a year earlier, and a net loss attributable to common stockholders of $888,000, versus a $40.5 million loss in the prior-year quarter. Fourth-quarter FFO per fully diluted share fell to $0.38 from $0.46, and the company guided 2025 FFO per share to $1.42 to $1.48 and diluted EPS to a loss of $0.17 to $0.11.
Q4 2024 total revenues were $245 million, versus $259 million in Q4 2023; FFO per fully diluted share was $0.38, versus $0.46.
Q4 2024 net loss attributable to common stockholders narrowed to $888,000 from $40.5 million in Q4 2023.
Full-year 2024 net income attributable to common stockholders was $23.5 million, compared with a $42.7 million loss in 2023; full-year FFO per share was $1.71, versus $1.86.
2025 guidance: diluted EPS between $(0.17) and $(0.11) and FFO per fully diluted share between $1.42 and $1.48, excluding future acquisitions, dispositions and impairments.
Mueller Industries reported fourth-quarter and full-year 2024 results on February 4, 2025. Fourth-quarter net sales rose 26.1% to $923.5 million, and diluted EPS rose to $1.21 from $1.05, which the company attributed to acquisitions, higher unit volume and higher selling prices. Full-year diluted EPS was $5.31, compared with $5.30 in 2023, so annual profit was roughly flat for shareholders.
Q4 2024 net sales were $923.5 million, up 26.1% from $732.4 million, with the company citing acquisitions and COMEX copper averaging $4.22 per pound, 13% higher than a year earlier.
Q4 2024 diluted EPS was $1.21 versus $1.05, up 15.2%, and operating income was $170.3 million, up 26.0%.
Full-year 2024 diluted EPS was $5.31 versus $5.30, and full-year net sales were $3.8 billion, up 10.2%.
Year-end cash and short-term investments totaled $1.06 billion, and Q4 included $10.7 million of non-cash purchase accounting expense.
Carlisle Companies reported fourth quarter 2024 results on February 4, 2025. Revenue was $1.1 billion, down 0.4% from a year earlier, and GAAP diluted EPS from continuing operations fell 9.0% to $3.56, while adjusted EPS rose 7.2% to $4.47. The company expects mid-single-digit revenue growth and about 50 basis points of adjusted EBITDA margin expansion in 2025.
Q4 2024 revenue was $1,122.9 million, down 0.4% year over year; operating income fell 11.7% to $224.0 million.
Full-year 2024 diluted EPS from continuing operations was $18.34, up 29.0%; adjusted EPS was $20.20, up 30.2%.
Carlisle repurchased $420 million of shares in Q4 and $1.6 billion for the full year 2024.
2025 outlook calls for mid-single-digit revenue growth and about 50 basis points of adjusted EBITDA margin expansion.
American Assets Trust reported fourth-quarter 2024 net income attributable to stockholders of $9.0 million, or $0.15 per diluted share, down from $10.5 million a year earlier, and FFO of $0.55 per diluted share, down 4%. For the full year, net income rose to $56.8 million ($0.94 per share) and FFO rose 8% to $2.58 per share, and the company introduced 2025 FFO guidance of $1.87 to $2.01 per diluted share. The results point in mixed directions for shareholders: quarterly earnings weakened while full-year results improved and a 2025 outlook was set.
Q4 2024 net income attributable to stockholders was $9.0 million ($0.15 per diluted share), versus $10.5 million ($0.17 per diluted share) in Q4 2023.
Full-year 2024 FFO per diluted share was $2.58, up 8%; excluding lease termination fees and litigation income, it was $2.30 versus $2.31 in 2023.
2025 FFO per diluted share guidance is $1.87 to $2.01, with a midpoint of $1.94; it excludes future acquisitions, dispositions, equity issuances or repurchases, and debt financing or repayments.
On February 3, 2025, the company repaid in full the $100 million outstanding balance on its Series C Notes; the earnings call is set for February 5, 2025 at 8:00 a.m. PT.
DXC Technology reported third quarter fiscal 2025 results for the quarter ended December 31, 2024, with revenue down 5.1% year-over-year to $3.23 billion and GAAP diluted EPS down 61.7% to $0.31. Non-GAAP diluted EPS rose 7.0% to $0.92, and the company raised its full-year fiscal 2025 non-GAAP EPS, adjusted EBIT margin and free cash flow guidance.
Q3 revenue $3.23 billion, down 5.1% year-over-year (down 4.2% organic); GAAP diluted EPS $0.31 vs. $0.81 a year earlier
Non-GAAP diluted EPS $0.92, up 7.0% year-over-year; adjusted EBIT $286 million, up 11.7%
Full-year fiscal 2025 non-GAAP diluted EPS guidance raised to ~$3.35 from $3.00 to $3.25
Full-year free cash flow guidance raised to ~$625 million from approximately $550 million
Enact Holdings reported fourth-quarter 2024 GAAP net income of $163 million, or $1.05 per diluted share, up from $157 million, or $0.98, a year earlier, though down from $181 million in the third quarter. For the full year, net income was $688 million, or $4.37 per diluted share, compared with $666 million, or $4.11, in 2023, and the company returned $354 million to shareholders.
Q4 2024 adjusted operating income was $169 million, or $1.09 per diluted share, versus $158 million, or $0.98, in Q4 2023 and $182 million in Q3 2024.
Full-year 2024 adjusted operating income was $718 million, or $4.56 per diluted share, versus $676 million, or $4.18, in 2023.
Board declared a quarterly dividend of $0.185 per share, payable March 14, 2025, to holders of record on February 21, 2025.
Management will discuss the results on a conference call on February 5, 2025, at 8:00 a.m. Eastern.
Mueller Water Products reported fiscal 2025 first-quarter results for the quarter ended December 31, 2024, with net sales up 18.7% to $304.3 million and reported net income per diluted share of $0.22, compared with $0.09 a year earlier. The company raised its fiscal 2025 guidance for net sales and adjusted EBITDA, but operating cash flow and free cash flow declined from the prior year quarter.
Net sales rose 18.7% to $304.3 million from $256.4 million; net income per diluted share was $0.22 versus $0.09, and adjusted net income per diluted share was $0.25 versus $0.13.
Fiscal 2025 guidance raised: consolidated net sales of $1,370 million to $1,390 million and adjusted EBITDA of $310 million to $315 million.
Net cash provided by operating activities fell to $54.1 million from $67.9 million, and free cash flow decreased to $42.2 million from $62.2 million.
At December 31, 2024, total debt was $449.5 million and cash and cash equivalents were $338.2 million; the company had no ABL borrowings outstanding.
Voya Financial reported fourth-quarter 2024 net income available to common shareholders of $93 million, or $0.94 per diluted share, down from $118 million, or $1.10, a year earlier. For full-year 2024, GAAP net income rose to $626 million, or $6.17 per diluted share, from $589 million, or $5.42, but adjusted operating earnings fell in dollar terms to $736 million from $763 million, as higher loss ratios in Health Solutions offset gains in Wealth Solutions and Investment Management. The company returned $800 million to shareholders in 2024 and completed the OneAmerica retirement plan acquisition on Jan. 2, 2025.
Fourth-quarter 2024 adjusted operating earnings were $138 million, or $1.40 per diluted share, compared with $174 million, or $1.63, in the fourth quarter of 2023.
Health Solutions posted a fourth-quarter 2024 pre-tax adjusted operating loss of $102 million, compared with earnings of $44 million a year earlier, driven by higher Stop Loss loss ratios.
The company returned $800 million of capital to shareholders in 2024 and had a remaining share repurchase authorization of $761 million as of Dec. 31, 2024.
Voya will host a conference call on Feb. 5, 2025, at 10 a.m. ET to discuss the results.
FICO reported first-quarter fiscal 2025 results for the quarter ended December 31, 2024, with revenue of $440 million, up 15% from $382 million a year earlier. GAAP net income was $152.5 million, or $6.14 per share, versus $4.80 per share in the prior year period, and the company reiterated its fiscal 2025 guidance. For shareholders, both revenue and profit grew in the quarter, and the company kept its full-year outlook unchanged.
Revenue of $440.0 million, up 15% from $382.1 million a year earlier
GAAP EPS of $6.14 vs $4.80; non-GAAP EPS of $5.79 vs $4.81
Scores revenue up 23% to $235.7 million; Software revenue up 8% to $204.3 million
Fiscal 2025 guidance reiterated: revenue of $1.98 billion and GAAP EPS of $25.05
Omnicom reported fourth-quarter and full-year 2024 results on February 4, 2025, with revenue, net income and diluted earnings per share all higher than in the prior-year periods. The filing does not include forward guidance, and it notes the pending merger with IPG, which it says drove $14.6 million of acquisition transaction costs in both the quarter and the year.
Q4 2024 revenue was $4.3 billion, up 6.4%, with organic growth of 5.2%; diluted EPS was $2.26, up 6.1%
Full-year 2024 revenue was $15.7 billion, up 6.8%; net income was $1,480.6 million, up 6.4%
Full-year diluted EPS was $7.46, up 8.0%; non-GAAP adjusted diluted EPS was $8.06, up 5.5%
Zurn Elkay Water Solutions reported fourth-quarter 2024 net sales of $371 million, up 4% from $357 million a year earlier, and net income from continuing operations of $36 million, compared with $14 million. Adjusted EPS rose to $0.32 from $0.26, and the company expects 2025 adjusted EBITDA of $405 million to $420 million and free cash flow of about $290 million.
Q4 2024 net sales were $371 million vs. $357 million; core sales rose 4%.
Q4 diluted EPS from continuing operations was $0.21 vs. $0.08; adjusted EPS was $0.32 vs. $0.26.
Full-year 2024 adjusted EPS was $1.28 vs. $0.97; the company repurchased $150 million of shares.
2025 outlook: adjusted EBITDA of $405 million to $420 million and free cash flow of about $290 million.
A10 Networks reported fourth-quarter 2024 revenue of $74.2 million, up from $70.4 million a year earlier, and full-year revenue of $261.7 million, up 4.0%. GAAP diluted EPS was $0.24, flat year over year, while non-GAAP diluted EPS rose to $0.31 from $0.25. The board also declared a quarterly dividend of $0.06 per share, payable March 3, 2025.
Q4 2024 revenue of $74.2 million, up 5% from $70.4 million in Q4 2023; enterprise revenue grew 8% and service provider revenue grew 4%
Q4 GAAP net income of $18.3 million, or $0.24 per diluted share, compared with $17.9 million, or $0.24, a year earlier
Q4 non-GAAP net income of $23.0 million, or $0.31 per diluted share, compared with $0.25 in Q4 2023
Quarterly dividend of $0.06 per share payable March 3, 2025, to stockholders of record on February 14, 2025
Chipotle reported fourth-quarter 2024 revenue of $2.8 billion, up 13.1%, with comparable restaurant sales up 5.4% and diluted EPS of $0.24 versus $0.20 a year earlier. Restaurant-level operating margin fell to 24.8% from 25.4%, and the Board authorized an additional $300 million in share repurchases, which the filing says is in addition to prior authorizations.
Q4 total revenue rose 13.1% to $2.8 billion, with comparable restaurant sales up 5.4% on 4.0% transaction growth
Q4 net income was $331.8 million, or $0.24 per diluted share, versus $0.20 a year earlier
Restaurant-level operating margin was 24.8%, down from 25.4% in the prior-year quarter
Board authorized $300 million in additional share repurchases; 2025 outlook calls for 315 to 345 new company-owned restaurant openings
Simon reported fourth-quarter 2024 results. Net income attributable to common stockholders fell to $667.2 million, or $2.04 per diluted share, from $747.5 million, or $2.29, a year earlier, and the quarter included a $75.3 million after-tax gain from the JCPenney and SPARC Group combination. Total revenue rose to $1,582.2 million from $1,527.4 million, and Real Estate FFO per diluted share rose 3.7% to $3.35. The company also gave 2025 guidance of $6.95 to $7.20 per diluted share for net income and $12.40 to $12.65 per diluted share for Real Estate FFO and FFO.
Q4 2024 net income attributable to common stockholders was $667.2 million, or $2.04 per diluted share, versus $747.5 million, or $2.29, in Q4 2023.
Q4 2024 total revenue was $1,582.2 million, up from $1,527.4 million; Real Estate FFO was $1.261 billion, or $3.35 per diluted share, up 3.7%.
2025 guidance: net income of $6.95 to $7.20 per diluted share; Real Estate FFO and FFO of $12.40 to $12.65 per diluted share.
Board declared a Q1 2025 common dividend of $2.10 per share, up 7.7% year-over-year, payable March 31, 2025.
Enphase Energy reported fourth-quarter 2024 revenue of $382.7 million, up from $302.6 million a year earlier, and GAAP diluted earnings of $0.45 per share, up from $0.15. For the first quarter of 2025, it expects revenue of $340.0 million to $380.0 million, and full-year 2024 GAAP net income fell to $102.7 million from $438.9 million, so shareholders see mixed signals of stronger quarterly profit alongside lower annual results and a revenue outlook below the fourth-quarter level.
Q4 2024 revenue of $382.7 million, compared with $380.9 million in Q3 2024 and $302.6 million in Q4 2023; European revenue fell about 25% from Q3.
Diluted EPS was $0.45 on a GAAP basis and $0.94 non-GAAP, versus $0.15 GAAP and $0.54 non-GAAP in Q4 2023.
Q1 2025 revenue outlook is $340.0 million to $380.0 million, including about $50.0 million of safe harbor revenue.
In Q4 2024 the company repurchased 2,883,438 shares for about $199.7 million.
H&R Block reported fiscal 2025 second-quarter results for the period ended December 31, 2024. Revenue was flat at $179.1 million, while the loss from continuing operations per share widened to $1.79 from $1.33, and the company reaffirmed its full-year fiscal 2025 outlook. For shareholders, the larger loss and flat revenue are the headline measures, and the company spent $190.5 million repurchasing 3.2 million shares in the quarter.
Total revenue was $179.1 million, flat versus $179.1 million a year earlier.
Net loss from continuing operations was $242.5 million, versus $189.1 million a year earlier.
Adjusted diluted loss per share from continuing operations was $(1.73), versus $(1.27) a year earlier.
Fiscal 2025 outlook reaffirmed: revenue of $3.69 to $3.75 billion and adjusted diluted EPS of $5.15 to $5.35.
Mattel reported fourth quarter and full year 2024 results on February 4, 2025. Fourth quarter net sales rose 2% to $1,646 million, while full year net sales fell 1% to $5,380 million, and full year reported EPS rose to $1.58 from $0.60. The company also set 2025 guidance for adjusted EPS of $1.66 to $1.72 and a plan to repurchase $600 million of shares.
Q4 2024 net sales were $1,646 million, up 2% as reported; Q4 adjusted EPS was $0.35 versus $0.29 a year earlier
Full year 2024 net income was $542 million, an improvement of $327 million; reported EPS was $1.58 versus $0.60
2025 guidance calls for adjusted operating income of $740 million to $765 million and free cash flow of approximately $600 million
Mattel repurchased $400 million of shares in 2024 and targets $600 million of share repurchases in 2025
Western Union reported fourth-quarter 2024 revenue of $1.1 billion, up 1% from a year earlier, and full-year revenue of $4.2 billion, down 3%. Q4 GAAP EPS was $1.13, but that figure included a $0.75 tax benefit, while adjusted EPS rose to $0.40 from $0.37; the company also set 2025 guidance and approved a $0.235 quarterly dividend.
Q4 revenue of $1.1 billion (about $1,058.2 million) rose 1% from $1,052.3 million; Consumer Services revenue grew 56%.
Q4 GAAP EPS was $1.13 versus $0.35, including a $0.75 tax benefit; adjusted EPS was $0.40 versus $0.37.
2025 outlook: GAAP revenue of $4,090 million to $4,190 million and adjusted EPS of $1.75 to $1.85, versus full-year 2024 adjusted EPS of $1.74.
Board approved a $0.235 per share dividend payable March 31, 2025, to holders of record on March 17, 2025.
Kulicke & Soffa reported first quarter fiscal 2025 net revenue of $166.1 million, down 3% from a year earlier, and GAAP net income of $81.6 million, or $1.51 per diluted share. GAAP results include a $76.0 million gain relating to cessation of business, while non-GAAP net income rose 19.1% to $20.2 million, or $0.37 per diluted share. The company expects second quarter revenue of approximately $165 million, plus or minus $10 million.
Net revenue of $166.1 million, down 3% from the prior-year quarter and down 8.4% from the fourth quarter of fiscal 2024
GAAP net income of $81.6 million, or $1.51 per diluted share, versus $9.3 million, or $0.16, a year earlier; includes a $76.0 million gain relating to cessation of business
Non-GAAP net income of $20.2 million, or $0.37 per diluted share, up 19.1% from the prior-year quarter
Second quarter fiscal 2025 outlook: net revenue approximately $165 million +/- $10 million; non-GAAP diluted EPS approximately $0.19 +/- 10%
Ichor Holdings reported fourth quarter 2024 revenue of $233.3 million, up from $203.5 million a year earlier, and a GAAP net loss of $3.9 million, or $(0.12) per diluted share, compared with a loss of $11.9 million, or $(0.40), in the fourth quarter of 2023. Fiscal 2024 revenue rose 5% to $849.0 million, but the company still posted a full-year GAAP net loss of $20.8 million, and its first-quarter 2025 outlook calls for revenue of $235 million to $255 million.
Q4 2024 revenue of $233.3 million, up from $211.1 million in Q3 2024 and $203.5 million in Q4 2023
Q4 2024 GAAP gross margin was 11.6%, down from 13.2% in Q3 2024, which management attributed to cost headwinds and one-time inventory charges
Q4 2024 non-GAAP diluted EPS was $0.08, compared with $(0.06) in Q4 2023
Q1 2025 outlook: revenue of $235 million to $255 million and GAAP diluted EPS of $0.04 to $0.16
Columbia Sportswear reported fourth quarter 2024 net sales up 3% and diluted EPS up 16% to $1.80, while full-year 2024 net sales fell 3% and diluted EPS fell 7% to $3.82. The company expects 2025 diluted EPS of $3.80 to $4.15, a range that includes the 2024 level, and declared a $0.30 quarterly dividend, so the results point in mixed directions for shareholders.
Q4 2024 net sales rose 3% to $1,096.6 million; operating income rose 21% to $137.3 million, helped by a $25.0 million prAna impairment in Q4 2023.
Full-year 2024 net sales fell 3% to $3,368.6 million; diluted EPS fell 7% to $3.82 from $4.09.
2025 outlook: net sales of $3.40 to $3.47 billion and diluted EPS of $3.80 to $4.15, compared with $3.82 in 2024.
First quarter 2025 net sales are expected to decline 3 to 1 percent to $749 to $764 million; quarterly dividend of $0.30 per share payable March 21, 2025.
Allegiant Travel Company reported a fourth-quarter 2024 GAAP diluted loss of $(12.00) per share, driven by a Sunseeker Resort impairment charge of about $322 million, while revenue rose 2.7% to $627.7 million. The company also issued 2025 guidance, including full-year adjusted airline-only EPS of $7.75 to $10.25, and said it has launched a process to sell at least a majority interest in Sunseeker Resort.
Q4 2024 GAAP diluted loss per share of $(12.00), net loss of $216.2 million, including a Sunseeker Resort impairment of $321.8 million
Q4 2024 total operating revenue of $627.7 million, up 2.7%; adjusted diluted EPS of $2.10 versus $0.11 a year earlier
Full-year 2024 GAAP diluted loss per share of $(13.49); adjusted diluted EPS of $2.48, down 66.1%
2025 guidance: full-year adjusted airline-only EPS of $7.75 to $10.25; first quarter adjusted airline-only EPS of $1.75 to $2.75
Mercury Systems reported fiscal second-quarter 2025 results for the period ended December 27, 2024, with revenue of $223.1 million, up from $197.5 million a year earlier. The GAAP net loss narrowed to $17.6 million, or $0.30 per share, from $45.6 million, or $0.79 per share. The company also said it cut about 145 positions on January 29, 2025, which it expects to save about $15 million annually.
Q2 revenue of $223.1 million vs. $197.5 million a year earlier, up 13%
GAAP net loss of $17.6 million ($0.30 per share) vs. $45.6 million ($0.79 per share) a year earlier
Adjusted EPS of $0.07 vs. $(0.42) a year earlier; free cash flow of $81.9 million
Workforce reduction of about 145 positions on January 29, 2025, with about $5 million in employee separation charges expected in the quarter ending March 28, 2025
Cirrus Logic reported fiscal third-quarter revenue of $555.7 million, up 3% from the prior quarter but down 10% from a year earlier, and above the top of its guidance range. GAAP diluted EPS was $2.11, up from $1.83 in the prior quarter but down from $2.50 a year earlier, and the company guided March-quarter revenue to $350 million to $410 million, down 32% sequentially at the midpoint. The filing also names Jeff Woolard as chief financial officer effective February 24, 2025, replacing interim CFO Ulf Habermann, who remains principal accounting officer.
Q3 FY25 revenue $555.7 million: up 3% sequentially, down 10% year over year; GAAP diluted EPS $2.11, non-GAAP $2.51
Q4 FY25 revenue guided to $350 million to $410 million; GAAP gross margin guided to 51% to 53%
Jeff Woolard named CFO effective February 24, 2025, with $475,000 base salary and $200,000 cash hiring bonus
Ulf Habermann steps down as interim CFO and remains principal accounting officer and treasurer
AMETEK reported record fourth-quarter 2024 sales of $1.76 billion, up 2%, and adjusted earnings of $1.87 per diluted share, up 11%, with full-year 2024 sales of $6.94 billion, up 5%. The company also guided 2025 adjusted earnings to $7.02 to $7.18 per diluted share and announced the acquisition of Kern Microtechnik, a German maker of precision machining and inspection systems with annual sales of about €50 million.
Q4 2024 GAAP diluted EPS was $1.67, up from $1.48 a year earlier; adjusted EPS was $1.87.
Q4 operating income rose 5% to a record $469.0 million, with operating margin of 26.6%.
2025 outlook: sales up low single digits and adjusted EPS of $7.02 to $7.18; Q1 2025 sales roughly flat and adjusted EPS of $1.67 to $1.69.
Kern Microtechnik, headquartered near Munich, will join the Electronic Instruments Group; annual sales are about €50 million.
Fox Corporation reported results for the quarter ended December 31, 2024, with revenues up 20% to $5.08 billion, driven by higher political advertising, MLB postseason ratings, NFL pricing and sports sublicensing. Net income attributable to Fox stockholders rose to $373 million ($0.81 per share) from $109 million ($0.23 per share), and Adjusted EBITDA reached $781 million, up 123%, which points to stronger earnings for shareholders in this quarter.
Revenues of $5.08 billion, up $844 million or 20% from the prior year quarter
Net income attributable to Fox Corporation stockholders of $373 million ($0.81 per share) versus $109 million ($0.23 per share)
Adjusted EBITDA of $781 million, up $431 million or 123%, partly offset by higher sports programming rights amortization and production costs
Dividend of $0.27 per share payable March 26, 2025; remaining repurchase authorization of $900 million
CNH Industrial reported fourth-quarter 2024 revenue of $4.88 billion, down 28%, and net income of $176 million, down from $583 million a year earlier. For full year 2024, revenue fell 20% to $19.84 billion and net income fell 45% to $1,259 million, and the company expects 2025 Agriculture net sales to fall 13% to 18%, which points to further weakness for shareholders.
Q4 2024 diluted EPS was $0.14 versus $0.44 in Q4 2023; adjusted diluted EPS was $0.15 versus $0.39
Full year 2024 diluted EPS was $0.99 versus $1.69 in 2023; adjusted diluted EPS was $1.05 versus $1.63
2025 outlook: Agriculture net sales down 13% to 18%, Construction net sales down 5% to 10%, adjusted diluted EPS of $0.65 to $0.75
Management said challenging market conditions will continue at least through the first half of 2025
MSG Sports reported fiscal second-quarter results for the three months ended December 31, 2024, in a press release furnished with an 8-K on February 4, 2025. Revenue rose 9% on three more home regular-season games and higher per-game revenue, but operating income fell 54% as direct operating expenses rose faster than revenue, cutting diluted earnings per share to $0.05 from $0.59.
Revenue was $357.8 million, up $30.9 million (9%) from the prior year quarter.
Operating income was $13.3 million, down $15.5 million (54%); adjusted operating income was $20.2 million, down 45%.
Direct operating expenses rose $43.5 million (19%) to $275.8 million, driven mainly by higher team personnel compensation and league revenue sharing and luxury tax.
Diluted earnings per share were $0.05 versus $0.59 a year earlier; net income was $1.1 million versus $14.2 million.
CTS Corporation reported fourth-quarter and full-year 2024 results on February 4, 2025. Q4 sales rose 2% to $127 million, but GAAP diluted EPS fell to $0.45 from $0.49, while adjusted diluted EPS rose to $0.53 from $0.47. For 2025, the company expects sales of $520 million to $550 million and adjusted diluted EPS of $2.20 to $2.35, compared with 2024 adjusted EPS of $2.17.
Q4 2024 sales were $127 million, up 2% year over year; the SyQwest acquisition added $11 million.
Full-year 2024 sales were $516 million, down 6%; full-year diluted EPS was $1.89 versus $1.92 in 2023.
Full-year 2024 operating cash flow was $99 million, up from $89 million in 2023.
2025 guidance: sales of $520 million to $550 million and adjusted diluted EPS of $2.20 to $2.35.
IES Holdings reported fiscal 2025 first-quarter results for the quarter ended December 31, 2024, with revenue up 18% and net income attributable to IES up 37% from a year earlier. Diluted earnings per share were $2.72, compared with $1.87, and the company furnished an earnings presentation on its website. The filing gives no guidance for future periods.
Revenue of $750 million, up 18% from $634 million; operating income of $74.6 million, up 29%
Net income attributable to IES of $56.3 million, up 37%; diluted EPS $2.72 vs. $1.87 a year earlier
Infrastructure Solutions revenue rose 72% to $108.1 million; Residential operating income slipped to $23.8 million from $24.1 million
Subsequent to quarter end, the revolving credit facility was increased from $150 million to $300 million and extended to 2030
Lancaster Colony reported record fiscal second-quarter net sales of $509.3 million, up 4.8%, and record gross profit and operating income. A $14.0 million noncash pension settlement charge reduced net income to $49.0 million, or $1.78 per diluted share, down from $1.87 a year earlier. The company says it remains on track to close its planned Atlanta-area sauce and dressing facility acquisition in its fiscal third quarter.
Net sales rose to $509.3 million from $485.9 million; Retail up 6.3% to $280.8 million and Foodservice up 3.0% to $228.5 million
Operating income rose 15.1% to a record $75.7 million; gross profit rose 9.3% to a record $132.8 million
Net income was $49.0 million, or $1.78 per diluted share, versus $1.87 a year earlier
The $14.0 million noncash pension settlement charge reduced EPS by $0.39; the acquisition is expected to close in the quarter ending March 31, 2025
Cummins reported fourth-quarter 2024 revenue of $8.4 billion, down 1% from a year earlier, and net income attributable to Cummins of $418 million, or $3.02 per diluted share, compared with a net loss of $1.4 billion a year earlier. The quarter included $312 million of Accelera reorganization charges, most of them non-cash, and the company projected 2025 revenue of down 2% to up 3%, with EBITDA of 16.2% to 17.2% of sales.
Q4 2024 revenue of $8.4 billion, down 1% from Q4 2023; diluted EPS of $3.02 versus a loss of $(10.01) a year earlier
Q4 results include $312 million, or $2.14 per diluted share, of Accelera strategic reorganization actions, of which $305 million were non-cash charges
Full year 2024 revenue of $34.1 billion, flat versus 2023; diluted EPS of $28.37, including a $1.3 billion gain on the Atmus separation
2025 outlook: revenue down 2% to up 3%; EBITDA 16.2% to 17.2% of sales; long-term goal of returning 50% of operating cash flow to shareholders
Silicon Labs reported fourth-quarter 2024 revenue of $166 million, up from $86.8 million a year earlier, and a GAAP net loss of $23.8 million, or $(0.73) per share, versus a $69.8 million loss a year earlier. For the first quarter of 2025, the company expects revenue of $170 million to $185 million and a GAAP diluted loss per share of $(0.75) to $(1.05).
Q4 2024 revenue was $166 million, versus $86.8 million in Q4 2023.
Q4 2024 GAAP diluted loss per share was $(0.73), versus $(2.19) in Q4 2023; non-GAAP diluted loss per share was $(0.11).
Q1 2025 revenue outlook is $170 million to $185 million, which the company says resumes sequential growth.
Q1 2025 GAAP diluted loss per share outlook is $(0.75) to $(1.05), wider than the Q4 2024 GAAP loss.
ATI reported fourth quarter 2024 sales of $1.2 billion, up 10% from the prior year, while net income attributable to ATI was $137.1 million, or $0.94 per diluted share, down from $0.99 a year earlier. The company also issued its first 2025 guidance, with full-year adjusted EBITDA of $800 million to $840 million and adjusted EPS of $2.80 to $3.00.
Q4 2024 sales were $1,172.7 million, up 10% from Q4 2023; diluted EPS was $0.94 versus $0.99 a year earlier.
Q4 2024 adjusted EPS was $0.79 and ATI adjusted EBITDA was $209.8 million, or 17.9% of sales.
Full-year 2025 guidance: adjusted EBITDA of $800 million to $840 million and adjusted EPS of $2.80 to $3.00.
Full-year 2024 sales were $4.4 billion, the highest since 2012, and the company repurchased $260 million of stock.
ADM reported fourth-quarter and full-year 2024 results on February 4, 2025. Full-year adjusted EPS fell 32% to $4.74 and GAAP EPS fell 43% to $3.65, and the company guided to 2025 adjusted EPS of $4.00 to $4.75, citing weaker market fundamentals and biofuel and trade policy uncertainty. ADM also announced targeted actions to deliver $500 million to $750 million in cost savings over three to five years and a 2% increase in its quarterly dividend.
Full-year 2024 net earnings attributable to ADM were $1.8 billion, compared with $3.5 billion in 2023.
Fourth-quarter 2024 adjusted EPS was $1.14, down 16%, while GAAP EPS was $1.17, up 10%.
2025 adjusted EPS guidance is $4.00 to $4.75 per share, which the filing ties to weaker market fundamentals and policy uncertainty.
WEC Energy Group reported fourth-quarter and full-year 2024 results. Full-year GAAP net income was $1.5 billion, or $4.83 per share, up from $4.22 in 2023, while consolidated revenue fell $293.1 million to $8.6 billion. The company reaffirmed its 2025 earnings guidance of $5.17 to $5.27 per share.
Full-year 2024 GAAP earnings were $4.83 per share; adjusted earnings were $4.88 per share, up 5.4% from $4.63 in 2023.
Fourth-quarter 2024 GAAP net income was $453.5 million, or $1.43 per share, compared with $218.5 million, or 69 cents per share, in the fourth quarter of 2023.
Calendar 2025 earnings are expected to be $5.17 to $5.27 per share, a range the company reaffirmed.
The board declared a quarterly dividend of 89.25 cents per share on Jan. 16, a 6.9% increase.
Regeneron reported fourth-quarter 2024 revenue of $3.79 billion, up 10% from a year earlier, but GAAP diluted EPS fell 21% to $8.06 on unrealized losses on equity securities. Full-year 2024 revenue rose 8% to $14.20 billion and GAAP diluted EPS rose 10% to $38.34. The board started a quarterly cash dividend of $0.88 per share and added a $3.0 billion buyback, bringing total repurchase capacity to about $4.5 billion.
Q4 2024 GAAP net income was $918 million, down 21%; non-GAAP diluted EPS was $12.07, up 2%
Full-year 2024 GAAP net income was $4.413 billion, up 12%, and total revenue was $14.20 billion, up 8%
Dividend of $0.88 per share is payable March 20, 2025 to holders of record on February 20, 2025
Share repurchase capacity is about $4.5 billion after the new $3.0 billion program; the company repurchased $976 million of stock in Q4 2024
Xylem reported fourth-quarter 2024 revenue of $2.3 billion, up 7%, and full-year revenue of $8.6 billion, up 16% on a reported basis and 6% organically. Q4 reported EPS was $1.34 (up 22%) and adjusted EPS was $1.18 (up 19%); reported results include a non-recurring gain on remeasurement of its previously held Idrica equity interest. The company guided 2025 revenue of about $8.6 to $8.7 billion and adjusted EPS of $4.50 to $4.70, and declared a $0.40 quarterly dividend, up 11%.
Q4 2024 revenue $2.3 billion, up 7% on a reported and organic basis; orders $2.2 billion, up 7%
Q4 adjusted EPS $1.18, up 19%; reported EPS $1.34, up 22%, including a non-recurring Idrica remeasurement gain
2025 guidance: revenue of about $8.6 to $8.7 billion, adjusted EBITDA margin of 21.3% to 21.8%, adjusted EPS of $4.50 to $4.70
First-quarter dividend of $0.40 per share, up 11%, payable March 19, 2025 to holders of record as of February 18, 2025
Hamilton Lane reported results for the fiscal third quarter ended December 31, 2024, with management and advisory fees up 11% to $126.3 million and GAAP diluted EPS of $1.32, compared with $0.51 a year earlier. The company declared a quarterly dividend of $0.49 per share and set a target full-year dividend of $1.96, a 10% increase from the prior fiscal year. Headline profit and fee measures both rose, which is the main point for shareholders.
Management and advisory fees of $126.3 million, up 11% from the prior-year quarter.
GAAP diluted EPS of $1.32 versus $0.51 a year earlier; GAAP net income of $53.0 million.
Quarterly dividend of $0.49 per share, payable April 4, 2025 to holders of record on March 14, 2025.
Total assets under management of $134.7 billion, up $14.8 billion year over year.
Energizer reported fiscal first-quarter 2025 results for the quarter ended December 31, 2024. Net sales rose 2.1% to $731.7 million, and net earnings were $22.3 million, up from $1.9 million a year earlier. The company raised its fiscal 2025 organic net sales outlook to 2% to 3% and reaffirmed its Adjusted EBITDA and Adjusted earnings per share targets.
Net sales were $731.7 million versus $716.6 million a year earlier, with organic net sales up 3.8%.
Diluted earnings per share were $0.30 versus $0.03; Adjusted diluted earnings per share were $0.67 versus $0.59.
Fiscal 2025 organic net sales outlook raised to up 2% to 3%; Adjusted EBITDA ($625 million to $645 million) and Adjusted earnings per share ($3.45 to $3.65) outlook reaffirmed.
Gross margin was 36.8% reported and 40.0% adjusted; the reported figure includes $14.0 million of network transition costs.
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