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).
Carlyle reported unaudited fourth-quarter and full-year 2024 results. Net income attributable to common stockholders was $211 million in Q4 and $1.0 billion for the year, compared with losses in the same periods of 2023. The board also declared a $0.35 quarterly dividend, with a February 21, 2025 record date and a February 28, 2025 payment date.
Q4 2024 net income attributable to common stockholders was $211 million, or $0.57 per diluted share, versus a loss of $692.0 million in Q4 2023.
FY 2024 net income attributable to common stockholders was $1.0 billion, or $2.77 per diluted share, versus a loss of $608.4 million in FY 2023.
Fee Related Earnings were $287 million in Q4 2024, up 13%, and $1.1 billion for FY 2024, up 29%.
Quarterly dividend of $0.35 per share is payable February 28, 2025 to holders of record on February 21, 2025.
Kilroy Realty reported fourth-quarter 2024 revenue of $286.4 million, up from $269.0 million a year earlier, and net income available to common stockholders of $59.5 million, or $0.50 per diluted share, versus $0.40. For the full year, revenue rose to $1,135.6 million, but net income available to common stockholders fell to $211.0 million, or $1.77 per diluted share, from $1.80, and FFO was $4.59 per diluted share versus $4.62. The company expects 2025 Nareit FFO of $3.85 to $4.05 per diluted share.
Q4 2024 FFO was $1.20 per diluted share, up from $1.08 a year earlier; quarterly leasing reached about 708,000 square feet, the highest quarterly volume since Q4 2019
Stabilized portfolio was 82.8% occupied at December 31, 2024, down from 85.0% a year earlier
Full-year 2024 net income available to common stockholders was $1.77 per diluted share versus $1.80 in 2023
2025 guidance: Nareit FFO of $3.85 to $4.05 per diluted share; same store NOI growth of (1.5%) to (3.0%)
Vornado Realty Trust reported fourth-quarter 2024 results. Net income attributable to common shareholders was $1.2 million, or $0.01 per diluted share, compared with a net loss of $61.0 million a year earlier, while revenue rose to $457.8 million from $441.9 million. Funds from operations (FFO), a key REIT profit measure, fell to $117.1 million, or $0.58 per diluted share, from $121.1 million, or $0.62.
Q4 2024 revenues were $457.8 million, up from $441.9 million in Q4 2023.
Q4 2024 FFO attributable to common shareholders was $117.1 million, or $0.58 per diluted share, versus $121.1 million, or $0.62, a year earlier.
Q4 2024 net income attributable to common shareholders was $1.2 million, or $0.01 per diluted share, versus a net loss of $61.0 million, or $0.32 per share.
For full-year 2024, FFO as adjusted was $447.1 million, or $2.26 per diluted share, versus $508.2 million, or $2.61, in 2023.
Watts Water Technologies reported fourth-quarter 2024 sales of $540 million, down 1% from a year earlier, with organic sales down 5%, while diluted EPS rose 21% to $2.02. For full year 2024, sales rose 10% to $2.25 billion and diluted EPS rose 11% to $8.69, but the company expects 2025 sales growth of down 3% to up 2%, a range that includes a decline.
Q4 2024 sales of $540 million, down 1% reported and down 5% organic; diluted EPS of $2.02, up 21%
Full year 2024 sales of $2.25 billion, up 10% reported and down 1% organic; diluted EPS of $8.69, up 11%
2025 outlook: sales growth of down 3% to up 2%; operating margin of 16.7% to 17.3%
I-CON Systems acquisition closed January 2, 2025; full year 2024 operating cash flow of $361 million
Harmonic reported unaudited fourth-quarter 2024 revenue of $222.2 million, up from $167.1 million a year earlier, and GAAP net income of $38.1 million, down from $83.8 million, which included a prior-year tax benefit. The company guided to 2025 GAAP net revenue of $585 million to $645 million and authorized a new $200 million share repurchase program through February 2028.
Q4 2024 GAAP diluted EPS was $0.32, versus $0.72 a year earlier; non-GAAP diluted EPS was $0.45, versus $0.13
Q4 2024 adjusted EBITDA was $71.8 million, versus $21.7 million a year earlier
2025 GAAP net revenue guidance is $585 million to $645 million, with GAAP net income of $22 million to $53 million
Board authorized a new $200 million buyback through February 2028, replacing the existing program
Simpson Manufacturing reported fourth-quarter and full-year 2024 results on February 10, 2025. Full-year net sales rose 0.8% to $2.2 billion, but income from operations fell 9.5% to $430.0 million and diluted EPS fell 8.0% to $7.60, while fourth-quarter sales and EPS both rose. The company also initiated 2025 guidance with an operating margin of 18.5% to 20.5%, a midpoint below its stated 20% ambition.
Full-year 2024 net sales of $2.2 billion, up 0.8%; fourth-quarter net sales of $517.4 million, up 3.1%
Full-year 2024 operating margin of 19.3%, down from 21.5%; diluted EPS of $7.60 versus $8.26 in 2023
2025 outlook: operating margin of 18.5% to 20.5%, capital expenditures of $150.0 million to $170.0 million
Quarterly dividend of $0.28 per share; $50.0 million of stock repurchased in the fourth quarter
Medpace reported fourth-quarter 2024 revenue of $536.6 million, up 7.7%, and GAAP diluted earnings of $3.67 per share, up from $2.46 a year earlier. The board also approved a $600 million increase to the stock repurchase program, and the company forecast 2025 revenue of $2.110 billion to $2.210 billion, growth of 0.0% to 4.8%, for shareholders to weigh against slower new business awards.
Q4 2024 revenue was $536.6 million, up 7.7% from $498.4 million; GAAP net income was $117.0 million.
Q4 2024 net new business awards fell 13.8% to $529.7 million, for a net book-to-bill ratio of 0.99x.
2025 guidance: revenue of $2.110 billion to $2.210 billion and GAAP diluted EPS of $11.93 to $12.69.
On February 6, 2025, the board approved a $600 million increase to the stock repurchase program.
Astera Labs reported preliminary fourth-quarter 2024 revenue of $141.1 million, up 25% from the prior quarter and up 179% from a year earlier, and GAAP net income of $24.7 million, or $0.14 per diluted share. For full-year 2024, revenue was $396.3 million, but the company reported a GAAP net loss of $83.4 million, which included $88.9 million of stock-based compensation tied to its IPO. The company also projected first-quarter 2025 revenue of $151 million to $155 million, which would be above the fourth-quarter level.
Q4 2024 revenue of $141.1 million, up 25% sequentially and up 179% year over year; GAAP net income of $24.7 million, or $0.14 per diluted share
Full-year 2024 revenue of $396.3 million, up 242%; GAAP net loss of $83.4 million, or $0.64 per share
Q1 2025 outlook: revenue of $151 million to $155 million; GAAP diluted EPS of $0.03 to $0.04; non-GAAP diluted EPS of $0.28 to $0.29
Coty reported fiscal second-quarter net revenue of $1,669.9 million, down 3% from a year earlier, with reported EPS of $0.02 versus $0.20, largely due to a $97 million equity swap mark-to-market hit. Adjusted operating income rose 8% to $333.7 million, and the company now expects FY25 adjusted EPS excluding the equity swap of $0.50-0.52, while forecasting reported FY25 sales to decline in the low single digits. A director also resigned on February 7, 2025, citing personal reasons.
Q2 reported net revenue of $1,669.9 million, down 3% year over year; like-for-like revenue down 1%
Q2 reported EPS of $0.02 versus $0.20 a year earlier; equity swap mark-to-market was a $0.11 negative impact
Q2 adjusted operating income of $333.7 million, up 8%; adjusted operating margin 20.0%
Board member Maria Asuncion Aramburuzabala Larregui resigned February 7, 2025, after four years, for personal reasons
SPS Commerce reported fourth-quarter and full-year 2024 results on February 10, 2025. Revenue grew 18% in the quarter and 19% for the year, but fourth-quarter net income fell to $17.6 million from $19.0 million. The company guided 2025 revenue to $758.0 million to $763.0 million, while its projected GAAP diluted EPS of $1.93 to $1.99 is below the $2.04 reported for 2024.
Q4 2024 revenue was $170.9 million, up from $145.0 million, with net income of $17.6 million ($0.46 per diluted share) versus $19.0 million ($0.51) a year earlier.
Full-year 2024 revenue was $637.8 million, up 19%, and net income was $77.1 million ($2.04 per diluted share), compared with $65.8 million ($1.76) in 2023.
2025 guidance calls for revenue of $758.0 million to $763.0 million and GAAP diluted EPS of $1.93 to $1.99.
First-quarter 2025 revenue is expected to be $178.5 million to $180.0 million.
Axcelis reported fourth-quarter 2024 revenue of $252.4 million and diluted EPS of $1.54, and full-year 2024 revenue of $1.02 billion, down from $1.13 billion in 2023. It guided first-quarter 2025 revenue to approximately $185 million and diluted EPS to approximately $0.38, well below fourth-quarter levels. Full-year diluted EPS fell to $6.15 from $7.43, and the company cited a near-term cyclical digestion period among its customers.
Q4 2024 revenue was $252.4 million, down from $310.3 million in Q4 2023 and $256.6 million in Q3 2024
Q4 2024 diluted EPS was $1.54, up from $1.49 in Q3 2024 but down from $2.15 in Q4 2023
Full-year 2024 revenue was $1.02 billion vs. $1.13 billion in 2023; diluted EPS was $6.15 vs. $7.43
Q1 2025 outlook: revenue of approximately $185 million and diluted EPS of approximately $0.38
Amkor Technology reported fourth quarter 2024 net sales of $1.63 billion, down from $1.75 billion a year earlier, and net income attributable to Amkor of $106 million, or $0.43 per diluted share, compared with $118 million, or $0.48, in the prior-year quarter. For full year 2024, net sales were $6.32 billion and diluted earnings per share were $1.43, both lower than in 2023. First quarter 2025 guidance of $1.225 billion to $1.325 billion in net sales and $0.01 to $0.17 per diluted share is below the fourth quarter results.
Q4 2024 net sales $1.63 billion, versus $1.75 billion in Q4 2023 and $1.86 billion in Q3 2024
Full year 2024 net income attributable to Amkor $354 million, or $1.43 per diluted share, versus $360 million, or $1.46, in 2023
Q1 2025 guidance: net income of $3 million to $43 million, or $0.01 to $0.17 per diluted share
Quarterly dividend raised 5% to $0.08269 per share, announced November 13, 2024; cash and short-term investments were $1.65 billion at December 31, 2024
Cincinnati Financial reported fourth-quarter 2024 net income of $405 million, down 66% from a year earlier, mainly because the fair value of equity securities it still holds declined. For the full year, net income rose 24% to $2.292 billion and non-GAAP operating income rose 26% to $1.197 billion, helped by higher property casualty underwriting profit. The company said its first-quarter 2025 results will be affected by the California wildfires.
Q4 2024 net income was $405 million, or $2.56 per share, versus $1.183 billion, or $7.50 per share, in Q4 2023; the company cited a $107 million after-tax decrease in the fair value of equity securities still held.
Full-year 2024 net income was $2.292 billion, or $14.53 per share, up from $1.843 billion, or $11.66 per share, in 2023.
Q4 2024 non-GAAP operating income rose 38% to $497 million, or $3.14 per share; full-year non-GAAP operating income rose 26% to $1.197 billion, or $7.58 per share.
Property casualty combined ratio improved to 84.7% in Q4 2024 from 87.5% a year earlier, and to 93.4% for full-year 2024 from 94.9% in 2023.
Arch Capital reported fourth-quarter 2024 net income available to common shareholders of $925 million, or $2.42 per diluted share, versus $2.3 billion, or $6.12 per share, a year earlier; the prior-year figure included a $1.18 billion deferred tax benefit. Net premiums earned rose 23.9% to $4.1 billion, but underwriting income fell 12.6% to $625 million as the combined ratio rose to 85.0% from 78.9%, driven by Hurricanes Milton and Helene. The company also estimated its share of the California wildfire insured loss at $450 million to $550 million.
Net income available to common shareholders was $925 million ($2.42 per share), versus $2.3 billion ($6.12 per share) in Q4 2023.
After-tax operating income was $866 million ($2.26 per share), versus $945 million ($2.49 per share) a year earlier.
Net premiums earned rose 23.9% to $4.1 billion; underwriting income fell 12.6% to $625 million and the combined ratio was 85.0% versus 78.9%.
Estimated share of California wildfire insured loss is $450 million to $550 million; book value per share was $53.11 at December 31, 2024, after a $5.00 special dividend paid December 4, 2024.
Brixmor reported fourth-quarter 2024 net income attributable to the company of $83.4 million, or $0.27 per diluted share, up from $0.24 a year earlier, and full-year net income of $1.11 per diluted share, up from $1.01. It also gave 2025 guidance of Nareit FFO of $2.19 to $2.24 per diluted share, compared with $2.13 for 2024, and same property NOI growth of 3.50% to 4.50%.
Q4 2024 Nareit FFO was $161.4 million, or $0.53 per diluted share, versus $0.51 in Q4 2023; same property NOI rose 4.7%.
Full-year 2024 Nareit FFO was $647.9 million, or $2.13 per diluted share, versus $2.04 in 2023.
2025 guidance: Nareit FFO of $2.19 to $2.24 per diluted share and same property NOI growth of 3.50% to 4.50%.
Board declared a quarterly dividend of $0.2875 per share, payable April 15, 2025 to holders of record on April 2, 2025.
Inspire Medical Systems reported fourth-quarter 2024 revenue of $239.7 million, up 25% from a year earlier, and diluted earnings per share of $1.15 versus $0.49. It also reaffirmed 2025 revenue guidance of $940 million to $955 million and introduced 2025 diluted EPS guidance of $2.10 to $2.20, which gives shareholders a profit target for the year.
Q4 2024 net income was $35.2 million, with diluted EPS of $1.15 versus $0.49 a year earlier
Full-year 2024 revenue was $802.8 million, up 28%, with net income of $53.5 million and diluted EPS of $1.75
2025 revenue guidance of $940 million to $955 million was reaffirmed; diluted EPS guidance of $2.10 to $2.20 was introduced
Q4 2024 gross margin was 85.0%, compared with 85.4% a year earlier
Lattice reported fourth-quarter 2024 revenue of $117.4 million, down 31.2% from a year earlier, and full-year revenue of $509.4 million, down 30.9%. GAAP diluted earnings were $0.12 per share in the quarter, against $0.71 a year earlier, and it guided first-quarter 2025 revenue to $115 million to $125 million. The company also appointed Lorenzo A. Flores as CFO effective February 10, 2025.
Q4 2024 revenue $117.4 million, down 7.6% from Q3 2024 and down 31.2% from Q4 2023; GAAP diluted EPS $0.12 versus $0.71 a year earlier
Full-year 2024 revenue $509.4 million versus $737.2 million in 2023; GAAP diluted EPS $0.44 versus $1.85
Q1 2025 outlook: revenue $115 million to $125 million; non-GAAP diluted EPS $0.20 to $0.24
Lorenzo A. Flores named SVP and CFO effective February 10, 2025, with a $600,000 base salary; Tonya Stevens moves to Chief Accounting Officer
Arrowhead Pharmaceuticals reported results for the fiscal 2025 first quarter ended December 31, 2024. Revenue was $2.5 million versus $3.551 million a year earlier, and the net loss attributable to the company widened to $173.1 million, or $1.39 per diluted share, from $132.9 million, or $1.24 per share. The company said it is funded into 2028 and cited the Sarepta licensing agreement and the plozasiran NDA acceptance as recent progress.
Revenue of $2.5 million for the quarter, compared with $3.551 million a year earlier
Net loss attributable to Arrowhead of $173.1 million, or $1.39 per diluted share, versus $132.9 million, or $1.24 per share, a year earlier
Total cash resources of $552.9 million at December 31, 2024, down from $681.0 million at September 30, 2024
Sarepta agreement provides $825 million upon closing, including $500 million in cash and a $325 million equity investment
Insperity reported fourth quarter 2024 revenue up 2% to $1.6 billion but a net loss of $9 million, compared with net income of $19 million a year earlier. For full year 2024, revenue rose 1% to $6.6 billion while net income fell 47% to $91 million, and the company gave 2025 guidance of $3.10 to $3.95 in adjusted EPS, which reflects a higher effective income tax rate, and $240 million to $285 million in adjusted EBITDA.
Q4 2024 diluted EPS was $(0.22) versus $0.52 a year earlier; adjusted EPS was $0.05 versus $0.75
Full year 2024 diluted EPS was $2.42 versus $4.47; adjusted EPS was $3.58 versus $5.52
Operating expenses rose 17% in Q4 2024, including about $19 million tied to the Workday strategic partnership
Full year 2025 guidance: adjusted EPS of $3.10 to $3.95 and adjusted EBITDA of $240 million to $285 million
Roivant reported results for the quarter ended December 31, 2024. Revenue fell to $9.0 million from $15.6 million a year earlier, and the loss from continuing operations was $208.9 million, or $0.22 per share, compared with income of about $5.1 billion a year earlier, which included a one-time Telavant gain. Net income attributable to Roivant was $169.4 million, driven by a $327.0 million gain from discontinued operations tied to the sale of Dermavant to Organon.
Revenue, net was $9.0 million for the three months ended December 31, 2024, versus $15.6 million a year earlier.
R&D expenses rose $33.4 million to $141.6 million; G&A expenses rose $13.4 million to $141.5 million.
Income from discontinued operations was $327.0 million, reflecting the October 2024 sale of Dermavant to Organon.
Consolidated cash, cash equivalents, restricted cash and marketable securities were about $5.2 billion at December 31, 2024.
Incyte reported fourth-quarter 2024 total revenues of $1.2 billion, up 16% year over year, and full-year revenues of $4.2 billion, up 15%. Full-year GAAP net income fell to $32.6 million from $597.6 million, mainly because of a $679.4 million charge for in-process R&D assets acquired with Escient and a $100.0 million milestone payment to MacroGenics. The company also gave 2025 guidance for Jakafi and Opzelura net product revenues.
Q4 2024 GAAP net income was $201.2 million, or $1.02 per diluted share, versus $201.1 million, or $0.89, a year earlier
Full-year 2024 GAAP diluted EPS was $0.15, compared with $2.65 in 2023
2025 guidance: Jakafi net product revenues of $2,925 million to $2,975 million; Opzelura $630 million to $670 million
Cash, cash equivalents and marketable securities were $2.2 billion at December 31, 2024, down from $3.7 billion, mainly due to a $2.0 billion share repurchase in June 2024
Edgewell reported first-quarter fiscal 2025 net sales of $478.4 million, down 2.1%, and a GAAP loss of $0.04 per diluted share, versus earnings of $0.09 a year earlier. The company lowered its full-year GAAP EPS outlook to $2.54 to $2.74 from $2.59 to $2.79, citing foreign currency changes, and said adjusted EPS will be toward the lower end of its $3.15 to $3.35 range. Shareholders also voted at the February 6, 2025 annual meeting, re-electing all ten director nominees and approving the auditor and executive pay proposals.
Net sales were $478.4 million versus $488.9 million a year earlier; organic net sales decreased 1.3%.
GAAP diluted EPS was $(0.04) versus $0.09; adjusted EPS was $0.07 versus $0.24, including a $0.17 unfavorable currency impact.
Full-year fiscal 2025 GAAP EPS outlook was lowered to $2.54 to $2.74 from $2.59 to $2.79; adjusted EPS is now expected toward the lower end of $3.15 to $3.35.
At the February 6, 2025 annual meeting, all ten director nominees were elected and PricewaterhouseCoopers LLP was ratified as auditor.
Loews reported fourth-quarter 2024 net income of $187 million, or $0.86 per share, down from $446 million, or $1.99 per share, a year earlier, after a $265 million CNA pension settlement charge. For full-year 2024, net income was $1,414 million, or $6.41 per share, compared with $1,434 million, or $6.29 per share, in 2023, and the company repurchased $611 million of its shares.
Q4 2024 net income was $187 million, or $0.86 per share, versus $446 million, or $1.99 per share, in Q4 2023
CNA pension settlement charge of $265 million after tax and noncontrolling interests, previously reported in October 2024
Full-year 2024 net income was $1,414 million, or $6.41 per share, versus $1,434 million, or $6.29 per share, in 2023
Loews repurchased 7.7 million shares for $611 million in 2024 and an additional 1.9 million shares for $164 million in early 2025
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.