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).
Louisiana-Pacific reported fourth-quarter and full-year 2024 results in a press release dated February 19, 2025, filed with the SEC as Exhibit 99.1. Q4 net sales rose 3% to $681 million and full-year net income reached $420 million, but the company guided 2025 consolidated Adjusted EBITDA to $615 million to $635 million, below the $688 million reported for 2024.
Q4 2024 net sales rose 3% to $681 million; net income was $63 million ($0.89 per diluted share) versus $0.81 a year earlier.
Q4 Adjusted EBITDA fell $5 million to $125 million; full-year 2024 net income was $420 million ($5.89 per diluted share), up $243 million.
2025 consolidated Adjusted EBITDA guidance is $615 million to $635 million for the full year and $130 million to $150 million for Q1 2025.
Quarterly dividend for Q1 2025 was raised to $0.28 per share from $0.26.
OGE Energy reported 2024 diluted earnings of $2.19 per share, up from $2.07 in 2023, with net income of $441.5 million compared with $416.8 million. The company guided to 2025 consolidated earnings of $2.21 to $2.33 per diluted share, with a $2.27 midpoint, and expects annual earnings per share growth of 5% to 7% from that midpoint, which signals continued growth for shareholders.
2024 net income was $441.5 million, or $2.19 per diluted share, versus $416.8 million, or $2.07, in 2023
Fourth-quarter 2024 net income was $101.9 million, or $0.50 per diluted share, versus $48.2 million, or $0.24, a year earlier
2025 guidance midpoint is $2.27 per diluted share, within a range of $2.21 to $2.33
Board approved a second-quarter dividend of $0.42125 per common share, payable April 25, 2025, to holders of record on April 7, 2025
CVR Energy reported fourth-quarter 2024 net income attributable to stockholders of $28 million, or 28 cents per diluted share, down from $91 million, or 91 cents, a year earlier. Adjusted results moved to a loss of 13 cents per share from adjusted earnings of 65 cents, and full-year net income attributable fell to $7 million, or 6 cents per share, from $769 million, or $7.65. The company attributed the refining decline mainly to lower crack spreads and, to a lesser degree, lower throughput.
Fourth-quarter 2024 net sales were $1.947 billion, compared with $2.202 billion in the fourth quarter of 2023.
Full-year 2024 net income attributable to CVR Energy stockholders was $7 million, or 6 cents per share, versus $769 million, or $7.65 per share, in 2023.
Petroleum Segment adjusted EBITDA was $9 million in the fourth quarter of 2024, compared with $152 million a year earlier; adjusted refining margin was $6.45 per barrel versus $12.91.
The company raised $408 million in the fourth quarter of 2024 through a Term Loan and the sale of its 50% interest in Midway Pipeline, and ended 2024 with $987 million in cash.
Sonoco reported a fourth-quarter 2024 GAAP net loss attributable to Sonoco of $43 million, or $(0.44) per diluted share, compared with net income of $81 million a year earlier. Adjusted diluted EPS was $1.00 versus $1.02, and full-year 2024 net sales fell 3% to $5.3 billion. The company guided 2025 adjusted EPS to $6.00 to $6.20, which it says reflects growth from the Eviosys acquisition completed December 4, 2024.
Q4 2024 net sales were $1.4 billion, up 2%, while GAAP operating profit fell to $56 million from $103 million
Full-year 2024 GAAP diluted EPS was $1.65 versus $4.80; adjusted diluted EPS was $4.89 versus $5.26
2025 guidance: adjusted EPS of $6.00 to $6.20, operating cash flow of $750 million to $850 million, and adjusted EBITDA of $1.3 billion to $1.4 billion
Agreement to sell the TFP business to TOPPAN Holdings, Inc. for approximately $1.8 billion
Toll Brothers reported first-quarter fiscal 2025 net income of $177.7 million, or $1.75 per diluted share, down from $239.6 million, or $2.25 per share, a year earlier. The company blamed the decline primarily on impairments and a delay in the sale of a stabilized apartment property in one of its joint ventures, and it reaffirmed all key full-year homebuilding guidance.
Home sales revenues were $1.84 billion, down 5%, while delivered homes rose 3% to 1,991.
Net signed contract value was $2.31 billion, up 12%, but management said sales are pressured at the lower end of the market.
Overall impairments were $22.6 million, compared with $1.5 million a year earlier.
Full-year fiscal 2025 guidance was reaffirmed, including 11,200 to 11,600 deliveries; second-quarter deliveries are guided to 2,500 to 2,700 units.
The Andersons reported fourth quarter 2024 net income attributable to the company of $45 million, or $1.31 per diluted share, down from $51 million, or $1.49 per share, a year earlier. For the full year, net income rose to $114 million, or $3.32 per diluted share, from $101 million, or $2.94 per share, but adjusted EBITDA for the year was $363 million, down from $405 million in 2023.
Q4 2024 net income attributable to the company was $45.1 million, versus $51.2 million in Q4 2023
Q4 2024 sales and merchandising revenues were $3.12 billion, versus $3.21 billion in Q4 2023
Full-year 2024 net income was $114.0 million ($3.32 per diluted share), versus $101.2 million ($2.94) in 2023
Management will discuss results and 2025 outlook on a webcast on February 19, 2025, at 8:30 a.m. ET
Centerspace reported results for the year ended December 31, 2024, showing a net loss of $1.27 per diluted share compared with net income of $2.32 in 2023. Core FFO per diluted share rose 2.1% to $4.88, and the company gave 2025 guidance of $4.86 to $5.10 in Core FFO per diluted share. The filing also amended its Code of Conduct and Code of Ethics for Senior Financial Officers, which the company says make no material change to obligations.
Full-year 2024 net loss of $1.27 per diluted share, versus net income of $2.32 in 2023; fourth-quarter net loss was $0.31 per share
Core FFO of $4.88 per diluted share for 2024, up from $4.78; same-store NOI grew 3.7%
2025 guidance: Core FFO of $4.86 to $5.10 per diluted share; net loss of $0.71 to $0.45 per diluted share
Quarterly distribution of $0.77 per share, payable April 8, 2025 to holders of record March 28, 2025
International Flavors & Fragrances reported fourth quarter and full year 2024 results on February 18, 2025. Full year reported EPS was $0.95 versus a loss of $10.05 in 2023, which included a $2.6 billion goodwill impairment, while fourth quarter reported EPS was a loss of $0.18 on fourth quarter sales up 3% to $2.77 billion. For 2025 the company guided to sales of $10.6 billion to $10.9 billion and adjusted operating EBITDA of $2 billion to $2.15 billion, with the Pharma Solutions divestiture assumed to close June 30, 2025.
Full year 2024 reported sales were $11.48 billion, flat versus 2023; comparable currency neutral sales rose 6%.
Full year 2024 reported EPS was $0.95 versus a loss of $10.05 in 2023; adjusted EPS excluding amortization was $4.31.
Fourth quarter 2024 reported loss before taxes was $(115) million; reported EPS was $(0.18).
2025 guidance: sales of $10.6 billion to $10.9 billion and adjusted operating EBITDA of $2 billion to $2.15 billion.
Element Solutions reported full-year 2024 net sales of $2.46 billion, up 5% from 2023, and reported net income of $245 million, up from $118 million. It also issued 2025 adjusted EBITDA guidance of $520 million to $540 million, while fourth-quarter net income fell 29% to $55 million.
Full-year 2024 adjusted EBITDA was a record $535 million, up 11% on a reported basis from $482 million in 2023.
Fourth-quarter 2024 net income was $55 million, down 29% from $77 million a year earlier.
2025 guidance: adjusted EBITDA of $520 million to $540 million, with first-quarter 2025 adjusted EBITDA of about $125 million.
The company expects a reduction of about $30 million from the Graphics business sale, expected to close in the first quarter of 2025 for about $325 million.
Comstock Resources reported fourth-quarter 2024 results with a GAAP net loss of $55.3 million, compared with net income of $108.4 million a year earlier. The loss reflects a $126.9 million unrealized hedging loss, and adjusted net income rose to $46.3 million, or $0.16 per share, while revenue fell, and the company reported that proved reserves fell to 3.8 Tcfe from 4.9 Tcfe, which shareholders should weigh alongside a planned increase in 2025 drilling spending.
Q4 2024 net loss was $55.3 million, or $0.19 per share, versus net income of $108.4 million, or $0.39 per share, in Q4 2023.
Q4 2024 adjusted net income was $46.3 million, or $0.16 per share, versus $27.9 million, or $0.10 per share, in Q4 2023.
Q4 2024 total revenues were $366.5 million, down from $410.6 million; production was 124.2 Bcfe versus 140.6 Bcfe.
Proved reserves at December 31, 2024 were 3.8 Tcfe, down from 4.9 Tcfe, with 2025 development spending planned at $1.0 billion to $1.1 billion.
Genworth reported fourth-quarter 2024 net loss of $1 million, or breakeven per diluted share, compared with a $212 million loss a year earlier but down from $85 million of net income in the third quarter. Full-year 2024 net income was $299 million, or $0.68 per diluted share, up from $76 million in 2023, while quarterly total revenues fell to $1.78 billion from $1.91 billion.
Q4 2024 adjusted operating income was $15 million, or $0.04 per diluted share, versus a $230 million loss in Q4 2023 and $48 million in Q3 2024.
Full-year 2024 adjusted operating income was $273 million, or $0.62 per diluted share, compared with $41 million in 2023.
Enact reported Q4 2024 adjusted operating income of $137 million; Long-Term Care Insurance adjusted operating loss was $104 million.
The company repurchased $51 million of common stock in Q4 2024 and $565 million program-to-date through February 14, 2025.
La-Z-Boy reported fiscal third-quarter 2025 results for the quarter ended January 25, 2025, with sales up 4% to $522 million and GAAP diluted EPS of $0.68, up from $0.66 a year earlier. The company guided fiscal fourth-quarter sales to $545-565 million and Non-GAAP operating margin to 8.5-9.5%, assuming no significant changes in tariffs. The board also declared a $0.22 quarterly dividend, and the company has returned $90 million to shareholders year to date.
Third-quarter sales were $522 million, up 4%; Retail segment sales rose 11% to $228 million
GAAP net income attributable to La-Z-Boy fell 1% to $28.4 million, while GAAP diluted EPS rose to $0.68 from $0.66
Fourth-quarter outlook: sales of $545-565 million and Non-GAAP operating margin of 8.5-9.5%, assuming no significant tariff changes
Quarterly dividend of $0.22 per share, payable March 14, 2025 to holders of record on March 4, 2025
SiriusPoint reported a fourth quarter 2024 net loss of $21.3 million, or $0.13 per diluted share, which the company attributed mainly to three one-off items tied to its repositioning. Core combined ratio improved to 90.2% from 93.4% a year earlier, and full-year 2024 net income available to common shareholders was $183.9 million, or $1.04 per diluted share.
Q4 2024 net loss attributable to common shareholders of $21.3 million, or $0.13 per diluted share, driven by the CM Bermuda repurchase, closure of the Enstar LPT transaction, and a write-down of a single MGA investment
Q4 2024 Core combined ratio of 90.2%, versus 93.4% in Q4 2023; Core income of $66.7 million, versus $46.3 million
Full-year 2024 underlying net income of $304 million, up 14% from the prior year; full-year Core combined ratio of 91.0%, versus 89.1% in 2023
Book value per diluted common share ex. AOCI of $14.64 at December 31, 2024, up from $13.33 a year earlier
JBG SMITH reported a full-year 2024 net loss of $143.5 million, or $1.65 per diluted share, up from a $80.0 million loss, or $0.78 per share, in 2023. Core FFO fell to $73.9 million ($0.83 per diluted share) from $154.1 million ($1.46) a year earlier, and the company expects earnings to keep declining during the first half of 2025.
Full-year 2024 net loss was $143.5 million ($1.65 per diluted share) versus $80.0 million ($0.78) in 2023.
Fourth-quarter Core FFO was $11.6 million ($0.14 per diluted share), down from $36.1 million ($0.38) a year earlier.
The company expects continued decreases in earnings and higher Net Debt to Annualized Adjusted EBITDA during the first half of 2025.
Share repurchase capacity is about $840 million, and the company repurchased $170.7 million of shares in 2024.
Devon Energy reported fourth-quarter 2024 net earnings of $639 million, or $0.98 per diluted share, and core earnings of $756 million, or $1.16 per share. The company raised its quarterly dividend 9 percent to $0.24 per share and lowered its 2025 capital program by about $200 million while raising its production forecast, which matters to shareholders because it adds to capital returned and reflects a higher expected output for less capital.
Q4 2024 net earnings were $639 million, up from $812 million in Q3 2024 but down from $1,152 million in Q4 2023.
Q4 2024 free cash flow was $738 million, and the company returned $444 million to shareholders through dividends and buybacks.
2025 production outlook raised 2 percent to 805,000 to 825,000 Boe per day; capital program of $3.8 to $4.0 billion, a 5 percent or $200 million decline.
Quarterly dividend raised 9 percent to $0.24 per share, payable Mar. 31, 2025, to holders of record on Mar. 14, 2025.
Penumbra reported fourth-quarter and full-year 2024 results, with revenue up 10.8% in the quarter and 12.9% for the year. Net income fell sharply, to $14.0 million for the year from $91.0 million in 2023, largely due to a $76.9 million impairment charge tied to its Immersive Healthcare business. The company projected 2025 revenue of $1,340.0 million to $1,360.0 million, growth of 12% to 14%.
Q4 2024 revenue was $315.5 million, up 10.8% from $284.7 million; Q4 net income was $33.7 million versus $54.2 million a year earlier.
Full-year 2024 revenue was $1,194.6 million, up 12.9%, but income from operations fell to $9.3 million from $73.6 million.
The 2024 results include a $76.9 million impairment charge and a $5.8 million Italian government payback provision.
For 2025, the company projects total revenue of $1,340.0 million to $1,360.0 million and operating margin of 13% to 14%.
MasterBrand reported fourth-quarter 2024 net sales of $667.7 million, down 1% from a year earlier, and net income of $14.0 million, down 61%. The company also introduced 2025 guidance calling for adjusted EBITDA of $380 million to $410 million and adjusted diluted EPS of $1.40 to $1.57, while noting that tariff impacts beyond those in effect on the release date are not included.
Q4 2024 diluted EPS was $0.11 versus $0.28 in Q4 2023; adjusted diluted EPS was $0.21 versus $0.35
Full-year 2024 net sales were $2.7 billion, down 1%; net income was $125.9 million, down 31%
2025 outlook: adjusted EBITDA of $380 million to $410 million; adjusted diluted EPS of $1.40 to $1.57 (full-year 2024 adjusted diluted EPS was $1.37)
No shares were repurchased in Q4 2024; the company repurchased about 371 thousand shares for about $6.5 million over the full year
RB Global reported fourth quarter and full year 2024 results on February 18, 2025. Fourth quarter revenue rose 10% to $1.1 billion and net income rose 41% to $118.4 million, and the company gave a 2025 adjusted EBITDA outlook of $1,320 million to $1,380 million, compared with $1,302.7 million for full year 2024. The filing also confirms a quarterly dividend of $0.29 per share payable March 3, 2025.
Q4 2024 total revenue rose 10% year over year to $1.1 billion; diluted EPS was $0.58, up 41%.
Q4 2024 adjusted EBITDA rose 13% to $346.0 million; diluted adjusted EPS was $0.95, up 16%.
2025 outlook: adjusted EBITDA of $1,320 million to $1,380 million; GTV growth of 0% to 3%.
Quarterly cash dividend of $0.29 per share, payable March 3, 2025, to holders of record on February 14, 2025.
HealthEquity reported year-end operating metrics for the fiscal year ended January 31, 2025, showing growth in HSAs, total accounts and HSA Assets. The company affirmed its fiscal 2025 and 2026 guidance and set March 18, 2025 as the date for its fourth quarter and fiscal 2025 results, which will give shareholders the first full financial results for the period. The filing does not include reported revenue, profit or earnings per share for the period.
HSAs rose 14% to 9.9 million as of January 31, 2025, from 8.7 million a year earlier
HSA Assets grew 27% to $32.1 billion, from $25.2 billion a year earlier
Total Accounts rose 9% to 17.0 million; new HSAs from sales in the quarter fell 5% to 471
The company affirmed its fiscal 2025 and 2026 outlook and will report fourth quarter and fiscal 2025 results on March 18, 2025
Adeia reported fourth-quarter 2024 revenue of $119.2 million, up from $86.9 million a year earlier, and GAAP diluted EPS of $0.32 versus $0.11. For full-year 2024, revenue fell to $376.0 million from $388.8 million and GAAP diluted EPS fell to $0.57 from $0.60. The company guided 2025 revenue to $390.0 million to $430.0 million.
Q4 2024 GAAP net income was $36.0 million, versus $12.7 million in Q4 2023.
Full-year 2024 GAAP net income was $64.6 million, versus $67.4 million in 2023; non-GAAP diluted EPS was $1.26, versus $1.39.
Company paid down $50.0 million on its term loan and repurchased $20.0 million of common stock in Q4 2024.
2025 outlook: revenue of $390.0 million to $430.0 million and GAAP net income of $76.5 million to $81.6 million.
Cadence reported fourth-quarter 2024 revenue of $1.356 billion, up from $1.069 billion a year earlier, and non-GAAP diluted EPS of $1.88, up from $1.38. For fiscal 2024, revenue reached $4.641 billion and non-GAAP EPS was $5.97, and the company gave 2025 guidance of $5.14 billion to $5.22 billion in revenue and $6.65 to $6.75 in non-GAAP EPS.
Q4 2024 revenue was $1.356 billion versus $1.069 billion in Q4 2023; GAAP diluted EPS was $1.24 versus $1.19.
Fiscal 2024 revenue was $4.641 billion versus $4.090 billion in 2023; non-GAAP diluted EPS was $5.97 versus $5.15.
Year-end backlog was $6.8 billion and current remaining performance obligations were $3.4 billion.
For fiscal 2025, the company expects GAAP diluted EPS of $4.19 to $4.29 and non-GAAP diluted EPS of $6.65 to $6.75.
Magnolia Oil & Gas reported fourth-quarter 2024 net income of $88.7 million, down 22% from $113.9 million a year earlier, and diluted EPS of $0.44 versus $0.53. Full-year 2024 net income was $397.3 million, down 10%, while total revenues rose to $1.32 billion from $1.23 billion and production grew 9%. The company also raised its quarterly dividend 15% to $0.15 per share and guided to 2025 total production growth of 5% to 7% on D&C capital of $460 million to $490 million.
Q4 2024 net income $88.7 million (down 22%); diluted EPS $0.44 versus $0.53; Q4 total revenues $326.6 million versus $322.6 million
Full-year 2024 net income $397.3 million (down 10%); diluted EPS $1.94 versus $2.04; full-year total revenues $1.32 billion versus $1.23 billion
Quarterly dividend raised 15% to $0.15 per Class A share, payable March 3, 2025, to holders of record as of February 14, 2025
2025 guidance: D&C capital of $460 million to $490 million and full-year total production growth of 5% to 7%
Perdoceo reported fourth-quarter 2024 revenue of $176.4 million, up 19.3%, and diluted EPS of $0.47 versus $0.26. For the full year, revenue fell 4.0% to $681.3 million while diluted EPS was $2.19 versus $2.18, and the company gave a 2025 full-year diluted EPS outlook of $2.11 to $2.31.
Q4 2024 operating income rose 133.2% to $37.2 million; full-year operating income rose 15.8% to $174.3 million.
Full-year 2024 adjusted diluted EPS was $2.29 versus $2.10 a year earlier; the company completed the USAHS acquisition in December 2024.
2025 outlook: full-year operating income of $172.0 million to $192.0 million and diluted EPS of $2.11 to $2.31.
Board declared a quarterly dividend of $0.13 per share, payable March 13, 2025 to holders of record on March 1, 2025.
Expeditors International of Washington reported fourth quarter 2024 results on February 18, 2025, with diluted EPS of $1.68 versus $1.09 a year earlier. Revenue, net earnings and operating income all rose sharply from the prior-year quarter, and the company said it returned $1.1 billion to shareholders through buybacks and dividends in 2024.
Diluted EPS of $1.68 for the quarter, up 54% from $1.09; full-year 2024 diluted EPS was $5.72 versus $5.01
Net earnings attributable to shareholders of $236 million, up 49%; operating income of $301 million, up 51%
Revenues of $3.0 billion for the quarter, up 30%; full-year 2024 revenues of $10.6 billion, up 14%
Repurchased 2.0 million shares in the quarter at an average price of $120.14; 2024 capital returned to shareholders totaled $1.1 billion
Otter Tail reported 2024 diluted EPS of $7.17, up from $7.00 in 2023, on net income of $301.7 million, while full-year operating revenues fell to $1.33 billion from $1.35 billion. The company's 2025 diluted EPS guidance of $5.68 to $6.08 is below 2024 actual results, with declines expected in the Plastics and Manufacturing segments, which matters to shareholders for near-term earnings expectations.
2024 diluted EPS was $7.17 versus $7.00 in 2023; fourth-quarter diluted EPS was $1.30 versus $1.37.
2025 diluted EPS guidance is $5.68 to $6.08, with Plastics expected to decline 29% and Manufacturing expected to decline 27%.
Electric segment earnings are expected to rise 7% in 2025, based on an average rate base increase of 12%.
Long-term EPS growth target was raised to 6 to 8% from 5 to 7%; five-year capital spending plan totals $1.4 billion for the Electric segment.
Noble reported fourth-quarter 2024 results on February 17, 2025. Revenue rose from $643 million a year earlier, driven by a full quarter of the Diamond Offshore acquisition, while GAAP net income fell from $150 million and diluted EPS fell from $1.03 to $0.59. The company also issued 2025 revenue and adjusted EBITDA guidance and approved a $0.50 quarterly dividend, which matters to shareholders because revenue and adjusted EBITDA rose while GAAP earnings declined year over year.
Q4 2024 total revenue was $927 million versus $643 million a year earlier; net income was $97 million versus $150 million.
Diluted EPS was $0.59 versus $1.03 a year earlier; adjusted diluted EPS was $0.56 versus $0.39.
Adjusted EBITDA was $319 million versus $201 million a year earlier; marketed fleet utilization was 77% versus 82% in the prior quarter.
2025 guidance: total revenue of $3,250 million to $3,450 million and adjusted EBITDA of $1,050 million to $1,150 million; quarterly dividend of $0.50 per share payable March 20, 2025.
Genuine Parts reported fourth-quarter and full-year 2024 results on February 18, 2025. Sales rose in both periods, but diluted earnings per share fell sharply, weighed by restructuring costs and a $62 million inventory write-down, and the company issued 2025 guidance and raised its quarterly dividend 3%.
Q4 2024 GAAP diluted EPS was $0.96, versus $2.26 a year earlier; adjusted diluted EPS was $1.61 versus $2.26 in the prior-year quarter.
Full-year 2024 sales were $23.5 billion, up 1.7%; GAAP diluted EPS was $6.47 versus $9.33, and adjusted diluted EPS was $8.16, down 12.5%.
2025 guidance calls for adjusted diluted EPS of $7.75 to $8.25 and total sales growth of 2% to 4%; GAAP EPS guidance excludes a pension settlement charge expected in late 2025 or early 2026.
Quarterly dividend raised 3% to $1.03 per share, payable April 2, 2025 to shareholders of record March 7, 2025.
Tennant reported record full-year 2024 net sales of $1.29 billion, up 3.5%, but net income fell 23.6% to $83.7 million and diluted EPS fell 24.9% to $4.38. The company's 2025 guidance projects net sales of $1.21 billion to $1.25 billion and an organic sales decline of 1% to 4%, which shareholders will weigh against the weaker profit trend.
Full-year 2024 net sales rose 3.5% to $1,286.7 million; diluted EPS fell to $4.38 from $5.83.
Fourth-quarter net income was $6.6 million, down 78.7%, and included $10.3 million of legal contingency costs.
2025 guidance: net sales of $1,210 million to $1,250 million, organic net sales decline of 1% to 4%, and diluted EPS of $3.80 to $4.30.
Full-year adjusted EBITDA rose 8.2% to $208.8 million, with a 16.2% margin.
Vulcan Materials reported fourth-quarter 2024 revenue of $1,853.6 million, up from $1,834.3 million a year earlier, and adjusted EBITDA of $550.1 million, up from $476.1 million. For full-year 2024, revenue fell to $7,417.7 million from $7,781.9 million, while the company issued 2025 guidance calling for net earnings of $1.01 to $1.17 billion and adjusted EBITDA of $2.35 to $2.55 billion. The company also said it will redeem all $400 million of its 4.50% notes due 2025 on March 28, 2025.
Q4 2024 diluted EPS attributable to Vulcan was $2.21, versus $1.70 in Q4 2023
Full-year 2024 revenue was $7,417.7 million, versus $7,781.9 million in 2023
2025 guidance: net earnings attributable to Vulcan of $1.01 to $1.17 billion; adjusted EBITDA of $2.35 to $2.55 billion
Redemption of $400 million 4.50% notes due 2025 scheduled for March 28, 2025
Watsco reported fourth-quarter 2024 sales of $1.75 billion, up 9%, and diluted EPS of $2.37, up from $2.06 a year earlier. For full-year 2024, sales rose 5% to a record $7.62 billion, but diluted EPS fell to $13.30 from $13.67. The board also raised the annual dividend 11% to $12.00 per share, effective with the April 2025 payment.
Q4 net income attributable to Watsco rose 17% to $97 million; Q4 diluted EPS was $2.37 versus $2.06.
Full-year net income attributable to Watsco was $536 million, flat with 2023; full-year diluted EPS was $13.30 versus $13.67.
Full-year operating cash flow rose 38% to a record $773 million.
Annual dividend increased to $12.00 per share from the April 2025 payment; the company has paid dividends for 51 consecutive years.
Blackbaud reported unaudited fourth-quarter and full-year 2024 results, with a GAAP net loss driven by $405.4 million in EVERFI impairment and disposition charges. Revenue grew, and full-year non-GAAP diluted EPS rose to $4.07, but the company also issued 2025 guidance with GAAP revenue of $1.115 billion to $1.125 billion, below its 2024 GAAP revenue of $1.155 billion.
Q4 2024 GAAP total revenue was $302.2 million, up 2.4%; Q4 GAAP net loss was $330.8 million, or $6.74 per diluted share.
Full-year 2024 GAAP total revenue was $1.2 billion (exact $1.155 billion), up 4.5%; full-year GAAP net loss was $283.2 million, or $5.60 per share.
Full-year 2024 non-GAAP diluted EPS was $4.07, up $0.09; 2025 guidance calls for non-GAAP EPS of $4.16 to $4.35.
The company plans to buy back 3% to 5% of its outstanding shares in 2025; about $645 million remained under its repurchase program as of December 31, 2024.
Valmont reported fourth-quarter and full-year 2024 results. Q4 diluted EPS rose to $3.84 from $1.38 and net sales rose 2.1% to $1.04 billion, while full-year net sales fell 2.4% to $4.08 billion and diluted EPS rose to $17.19 from $6.78. The company also guided 2025 diluted EPS to $17.20 to $18.80 on net sales of $4.0 to $4.2 billion, a range that brackets the prior year's level.
Q4 2024 net sales rose 2.1% to $1.04 billion; operating income was $120.0 million, or 11.6% of net sales, versus $63.5 million a year earlier
Full-year 2024 diluted EPS was $17.19 versus $6.78 in 2023, which included a $140.8 million goodwill and intangible impairment in 2023
2025 outlook: net sales of $4.0 to $4.2 billion and diluted EPS of $17.20 to $18.80, excluding any effect from proposed additional U.S. tariffs on Mexico and Canada
Operating cash flow rose 86.7% to $572.7 million for the full year; Moody's upgraded the company's credit rating to Baa2
Fluor reported fourth quarter and full year 2024 results on February 18, 2025. Revenue rose to $16.3 billion and GAAP net income attributable to Fluor reached $2.1 billion, or $12.30 per diluted share, driven by a $2.2 billion NuScale-related equity method gain, while adjusted EPS fell to $2.32 from $2.73 and new awards and backlog declined. Fluor set 2025 adjusted EBITDA guidance of $575 million to $675 million and adjusted EPS guidance of $2.25 to $2.75.
Full year 2024 revenue was $16.3 billion, up from $15.5 billion in 2023; adjusted EBITDA was $530 million, down from $613 million.
Net income reflected $2,221 million for deconsolidation and remeasurement of the NuScale investment, partly offset by a $116 million jury-verdict provision at a joint venture.
New awards were $15.1 billion versus $19.5 billion, and ending backlog was $28.5 billion versus $29.4 billion.
2025 guidance: adjusted EBITDA of $575 million to $675 million and adjusted EPS of $2.25 to $2.75 per share; Q4 share repurchases were $125 million, with $300 million planned for 2025.
Visteon reported fourth-quarter and full-year 2024 results in which net sales and GAAP net income declined from 2023, while adjusted EBITDA reached a record for the full year. The company also issued 2025 guidance for sales, adjusted EBITDA and adjusted free cash flow, and the compensation committee approved officer pay increases effective April 1, 2025.
Q4 2024 net sales were $939 million versus $990 million a year earlier, and diluted EPS was $4.37 versus $12.98.
Full-year 2024 net sales were $3,866 million versus $3,954 million, and net income was $274 million versus $486 million, with diluted EPS of $9.82 versus $17.05.
Full-year 2024 adjusted EBITDA was a record $474 million versus $434 million in 2023. 2025 guidance is sales of $3.65 billion to $3.85 billion and adjusted EBITDA of $450 million to $480 million, excluding any 2025 tariff impact.
On February 16, 2025, the committee approved pay increases for certain officers, including a $1,150,000 base salary and $10,000,000 long-term incentive award for CEO Sachin Lawande.
Donnelley Financial Solutions (DFIN) reported fourth-quarter 2024 net sales of $156.3 million, down 11.4% from a year earlier, and net earnings of $6.3 million, or $0.21 per diluted share, versus $10.6 million, or $0.35, in the fourth quarter of 2023. For the full year, net sales were $781.9 million, down 1.9%, while net earnings rose to $92.4 million, or $3.06 per diluted share, from $82.2 million, or $2.69. The quarterly decline reflects lower capital markets and investment companies transactional revenue, while full-year results show higher profit despite lower sales.
Q4 2024 net sales were $156.3 million, down 11.4% from $176.5 million in Q4 2023; software solutions net sales rose 10.7% to $81.6 million.
Q4 2024 Adjusted EBITDA was $31.7 million, down $9.6 million, with an Adjusted EBITDA margin of 20.3%.
Full-year 2024 net earnings were $92.4 million, or $3.06 per diluted share, compared with $82.2 million, or $2.69, in 2023.
Full-year 2024 Free Cash Flow was $105.2 million, and the company repurchased $58.7 million of shares during the year.
Constellation Energy reported fourth-quarter 2024 GAAP net income of $2.71 per share, up from a loss of $0.11 a year earlier, and adjusted operating earnings of $2.44 per share, up from $1.74. Full-year 2024 adjusted operating earnings of $8.67 per share exceeded the top of the company's twice-revised guidance range of $8.00-$8.40, while quarterly operating revenues fell to $5.4 billion from $5.8 billion, and the company affirmed its 2025 adjusted operating earnings guidance of $8.90-$9.60 per share.
Q4 2024 GAAP EPS was $2.71 (diluted) versus ($0.11) in Q4 2023; adjusted operating EPS was $2.44 versus $1.74.
Q4 2024 operating revenues were $5,382 million versus $5,796 million in Q4 2023.
Full-year 2024 adjusted operating EPS was $8.67, above the $8.00-$8.40 guidance range; 2025 guidance of $8.90-$9.60 was affirmed.
The company entered a definitive agreement to acquire Calpine Corporation for 50 million shares plus $4.5 billion in cash, and bought back about $1 billion of stock in 2024.
Waystar reported fourth-quarter and full-year 2024 results on February 18, 2025. Fourth-quarter revenue rose 18% to $244.1 million, and the company reported GAAP net income of $19.1 million, compared with a net loss of $14.4 million a year earlier; the full-year net loss narrowed to $19.1 million from $51.3 million. The company also issued fiscal 2025 guidance of $1.0 billion to $1.016 billion in revenue and $399 million to $407 million in adjusted EBITDA, giving shareholders a first forward view.
Q4 2024 revenue of $244.1 million, up 18% year over year; net income of $19.1 million, or $0.11 per diluted share, versus a $14.4 million loss a year earlier
Full-year 2024 revenue of $943.5 million, up 19%; adjusted EBITDA of $383.5 million, up 15%
2025 guidance: revenue of $1.0 billion to $1.016 billion; adjusted EBITDA of $399 million to $407 million; diluted non-GAAP net income per share of $1.29 to $1.32
Full-year 2024 net loss narrowed to $19.1 million from $51.3 million in 2023
Allegion reported fourth-quarter 2024 revenue of $945.6 million, up 5.4%, and diluted EPS of $1.65, up 23.1% from $1.34, with adjusted EPS of $1.86, up 10.7%. For full-year 2025, the company expects reported revenue growth of 1% to 3% and adjusted EPS of $7.65 to $7.85, compared with reported EPS of $7.05 to $7.25.
Q4 2024 revenue $945.6 million, up 5.4% reported and up 3.5% organic; Americas segment revenue up 6.4%
Q4 2024 diluted EPS $1.65 vs. $1.34; adjusted EPS $1.86, up 10.7%
Full-year 2024 diluted EPS $6.82, up 11.4%; available cash flow $582.9 million, up 12.9%
2025 outlook: reported revenue growth 1% to 3%; adjusted EPS $7.65 to $7.85
UFP Industries reported fourth-quarter 2024 net sales of $1.46 billion, down 4 percent, and net earnings attributable to controlling interest of $68.0 million, down 34 percent. Diluted earnings per share were $1.12 versus $1.62 a year earlier, including impairment and severance charges of about $0.11 per share. Management expects softer demand and a competitive pricing environment to continue through the first half of 2025.
Q4 2024 net sales of $1.46 billion fell 4 percent, driven by a 4 percent decrease in selling prices.
Q4 net earnings attributable to controlling interest were $68.0 million, down 34 percent; diluted EPS was $1.12 versus $1.62.
Fiscal 2024 net sales were $6.7 billion, down 8 percent, with diluted EPS of $6.77 versus $8.07 in fiscal 2023.
Management expects softer demand and competitive pricing through the first half of 2025; the filing gives no numeric guidance.
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