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).
Ormat reported fourth-quarter and full-year 2024 results on February 26, 2025, and gave its 2025 outlook. Q4 total revenues fell 4.4% to $230.7 million, while net income attributable to stockholders rose 14.3% to $40.8 million; for the full year, revenues rose 6.1% to $879.7 million but net income fell 0.5% to $123.7 million. Shareholders get a 2025 total revenue range of $935 million to $975 million and a $0.12 quarterly dividend.
Q4 2024 total revenues were $230.7 million, down from $241.3 million; diluted EPS was $0.67 versus $0.59 a year earlier.
Full-year 2024 total revenues were $879.7 million, up 6.1%; diluted EPS was $2.04 versus $2.08, down 1.9%.
2025 guidance: total revenues of $935 million to $975 million and adjusted EBITDA of $563 million to $593 million.
Board declared a $0.12 per share quarterly dividend, payable March 26, 2025, to holders of record as of March 12, 2025.
Cactus reported fourth quarter 2024 revenue of $272.1 million, versus $274.9 million a year earlier, and net income of $57.4 million, versus $62.1 million. For the full year, revenue rose to $1.13 billion from $1.10 billion and net income rose to $232.8 million from $214.8 million. Management said first quarter 2025 Spoolable Technologies revenue is expected to be softer than the fourth quarter, while Pressure Control revenue is expected to be flat to up sequentially.
Q4 2024 revenue $272.1 million vs $274.9 million in Q4 2023; diluted EPS $0.68 vs $0.74
Full-year 2024 revenue $1.13 billion vs $1.10 billion; diluted EPS $2.77 vs $2.57
Q1 2025 outlook: Spoolable Technologies revenue softer than Q4; Pressure Control flat to up sequentially
Quarterly dividend of $0.13 per Class A share payable March 20, 2025; cash of $342.8 million and no bank debt at December 31, 2024
LifeStance Health Group reported fourth-quarter and full-year 2024 results on February 27, 2025. Revenue grew 19% for the full year to $1.25 billion, and the full-year net loss narrowed to $57.4 million from $186.3 million in 2023. The company also expects 2025 revenue of $1.40 billion to $1.44 billion and Adjusted EBITDA of $130 million to $150 million.
Q4 2024 revenue was $325.5 million, up 16%; full-year revenue was $1.25 billion, up 19%.
Q4 2024 net loss was $7.1 million versus $45.0 million a year earlier; full-year net loss was $57.4 million versus $186.3 million.
Full-year 2024 Adjusted EBITDA was $119.7 million, up 103%; Free Cash Flow was $85.7 million.
2025 guidance: revenue of $1.40 billion to $1.44 billion, Center Margin of $440 million to $464 million, Adjusted EBITDA of $130 million to $150 million; Q1 2025 revenue of $320 million to $340 million.
VSE reported fourth-quarter and full-year 2024 results, with revenue up 27% in the quarter and 26% for the year, while full-year GAAP diluted EPS fell 33% to $2.03. The company gave 2025 guidance only for its Aviation segment, withholding Fleet guidance because of the pending sale of that segment to One Equity Partners for up to $230 million. The filing also names Ben Thomas as chief operating officer and says Chief Legal Officer Farinaz Tehrani will resign effective March 28, 2025.
Q4 2024 revenue was $299.0 million, up 27%; GAAP diluted EPS was $0.77, down 6%; adjusted diluted EPS was $0.90, up 6%.
Full-year 2024 revenue was $1,080.1 million, up 26%; GAAP diluted EPS was $2.03, down 33%; adjusted diluted EPS was $3.13, down 5%.
2025 Aviation guidance: revenue growth of 35% to 40% and Adjusted EBITDA margin of 15.5% to 16.5%; no Fleet guidance due to the pending sale.
Ben Thomas appointed Chief Operating Officer effective immediately; Farinaz Tehrani to resign as Chief Legal Officer effective March 28, 2025.
Donaldson reported fiscal second quarter 2025 results for the quarter ended January 31, 2025, with net sales of $870.0 million, down 0.8% from a year earlier, and GAAP diluted EPS of $0.79 versus $0.81. Adjusted diluted EPS rose to $0.83 from $0.81, and the company narrowed its fiscal 2025 adjusted EPS guidance to $3.60 to $3.68 while raising its adjusted operating margin outlook to 15.6% to 16.0%, so shareholders see mixed headline results with improved adjusted profitability.
Net sales were $870.0 million, down 0.8% year over year and up 0.9% in constant currency; Aftermarket sales rose 4.0% while On-Road sales fell 24.4%.
GAAP diluted EPS was $0.79 versus $0.81 a year ago; adjusted diluted EPS was $0.83, excluding $2.2 million of restructuring charges and $4.4 million of business development charges.
Fiscal 2025 adjusted EPS guidance was narrowed to $3.60 to $3.68, with the midpoint consistent with prior guidance.
Adjusted operating margin guidance was raised to 15.6% to 16.0%, up from 15.3% to 15.9%.
Bristow Group reported fourth quarter and full-year 2024 results. Full-year net income rose to $94.8 million and Adjusted EBITDA of $236.8 million beat the top of its raised outlook, while fourth-quarter revenue fell from the prior quarter. The company also set a new $125 million share repurchase program, plans a quarterly dividend starting in Q1 2026, and intends to reduce gross debt to about $500 million by the end of 2026.
Full-year 2024 net income was $94.8 million, or $3.21 per diluted share, compared with a net loss of $6.8 million in 2023; total revenues were $1.4 billion versus $1.3 billion.
Fourth-quarter 2024 revenues were $353.5 million, down from $365.1 million in the third quarter, while diluted earnings per share rose to $1.07 from $0.95.
Full-year 2024 Adjusted EBITDA was $236.8 million, above the previously upward revised outlook range of $220 million to $230 million.
The company issued 2025 guidance of $1.420 billion to $1.615 billion in total revenues and $230 million to $260 million in Adjusted EBITDA, and plans a $0.125 per share quarterly dividend beginning in Q1 2026.
Innovex reported fourth-quarter 2024 revenue of $251 million, up 89% year-over-year, and adjusted EBITDA of about $49 million, up $17 million from a year earlier, with the Dril-Quip merger and DWS acquisition driving the gains. The board authorized a $100 million share repurchase program, and the company guided first-quarter 2025 adjusted EBITDA to $45 million to $50 million and revenue to $245 million to $255 million.
Q4 2024 revenue was $251 million, up 89% year-over-year and 65% sequentially; full-year 2024 revenue was $661 million, up 19%.
Q4 2024 adjusted EBITDA was about $49 million; free cash flow was $29 million.
Board authorized a $100 million share repurchase program.
Q1 2025 guidance: adjusted EBITDA of $45 million to $50 million and revenue of $245 million to $255 million.
Ovintiv reported a fourth-quarter 2024 net loss of $60 million, or $0.23 per diluted share, including a $350 million after-tax non-cash impairment. Full-year 2024 net earnings were $1.1 billion, or $4.21 per diluted share, down from $2.1 billion in 2023, and the Board declared a $0.30 quarterly dividend per share.
Q4 2024 net loss of $60 million, or $0.23 per diluted share, including a $350 million after-tax non-cash ceiling test impairment
Full-year 2024 net earnings of $1.1 billion, or $4.21 per diluted share, versus $2.1 billion ($7.90 per diluted share) in 2023
Full-year 2024 Non-GAAP Free Cash Flow of $1.7 billion; 2025 capital program of $2.15 to $2.25 billion
Quarterly dividend of $0.30 per share, payable March 31, 2025, to holders of record on March 14, 2025
Morningstar reported fourth-quarter 2024 revenue up 9.7% to $591.0 million and full-year 2024 revenue up 11.6% to $2.3 billion. Fourth-quarter diluted EPS rose to $2.71 from $1.71, including a $64.0 million gain on the sale of US TAMP assets, while adjusted diluted EPS rose 8.6% to $2.14. Revenue and profit both improved, although the adjusted operating margin slipped to 20.6% from 21.0%.
Q4 2024 revenue was $591.0 million, up 9.7% on a reported basis and 10.6% on an organic basis.
Q4 diluted EPS was $2.71 versus $1.71; the $64.0 million gain on the sale of US TAMP assets added $1.10 per share.
Q4 adjusted diluted EPS was $2.14, up 8.6%, and adjusted operating margin was 20.6% versus 21.0%.
Full-year 2024 diluted EPS was $8.58 versus $3.29, and free cash flow rose 127.5% to $448.9 million.
Chesapeake Utilities reported full-year 2024 net income of $118.6 million, or $5.26 per diluted share, up from $87.2 million, or $4.73, in 2023. Adjusted EPS of $5.39 was in line with its previously announced guidance range, and the company reaffirmed its 2025 EPS guidance of $6.15 to $6.35 per share, which matters to shareholders because it signals the company expects to keep growing earnings. Growth was driven largely by the Florida City Gas acquisition, though higher interest expense and additional shares outstanding partly offset the gains.
Full-year 2024 net income was $118.6 million ($5.26 per diluted share), compared with $87.2 million ($4.73) in 2023.
Full-year 2024 adjusted EPS was $5.39, compared with $5.31 in 2023, excluding Florida City Gas transaction and transition-related expenses.
Fourth-quarter 2024 net income was $36.7 million ($1.60 per share), compared with $25.3 million ($1.26) a year earlier; adjusted EPS was $1.63 versus $1.64.
The company reaffirmed 2025 EPS guidance of $6.15 to $6.35 per share and 2024 capital expenditures totaled $356 million.
Pebblebrook Hotel Trust reported fourth-quarter and full-year 2024 results and issued 2025 guidance. Full-year adjusted FFO per diluted share rose 5.0% to $1.68, while fourth-quarter adjusted FFO per share slipped to $0.20 from $0.21. The 2025 adjusted FFO per share outlook of $1.50 to $1.62 is below 2024, and the company cites Los Angeles fire impacts.
Q4 2024 net loss was $49.8 million, versus $41.9 million a year earlier; full-year 2024 net income was $0.0 million, versus a $74.3 million loss in 2023.
Adjusted FFO per diluted share was $0.20 in Q4 2024 (vs. $0.21) and $1.68 for full-year 2024 (up 5.0% from $1.60).
2025 outlook: adjusted FFO per diluted share of $1.50 to $1.62 and adjusted EBITDAre of $341.5 million to $355.5 million, versus $359.2 million in 2024.
Los Angeles fires are estimated to reduce 2025 adjusted FFO by $0.07 per diluted share; Q1 2025 net loss outlook is $33.9 million to $29.9 million.
Innoviva reported fourth quarter 2024 total revenue of $91.8 million, up from $85.8 million a year earlier, with U.S. net product sales of $24.9 million. Net income fell to $20.3 million, or $0.32 basic earnings per share, from $61.5 million, or $0.97, a year earlier, as the company cited changes in fair values of equity investments. The company said it expects U.S. net product sales to exceed $100 million in 2025.
Q4 2024 total revenue was $91.8 million, compared with $85.8 million in Q4 2023.
Q4 2024 net income was $20.3 million ($0.32 basic EPS), versus $61.5 million ($0.97) in Q4 2023.
Full year 2024 total revenue was $358.7 million and net income was $23.4 million ($0.37 basic EPS).
Company forecasts 2025 U.S. net product sales to exceed $100 million and plans a ZEVTERA launch in mid-2025.
Chemed reported fourth-quarter 2024 revenue of $640.0 million, up 9.2%, with GAAP diluted EPS of $6.02, up 2.0%, and adjusted diluted EPS of $6.83, up 3.5%. The company guided to full-year 2025 adjusted diluted EPS of $24.95 to $25.45, compared with $23.13 in 2024, while Roto-Rooter revenue and adjusted EBITDA declined in the quarter.
Q4 2024 revenue $640.0 million, up 9.2%; VITAS net patient revenue up 17.4% to $411.0 million
Roto-Rooter Q4 revenue fell 2.9% to $229.0 million and adjusted EBITDA fell 7.2% to $60.3 million
2025 guidance: adjusted diluted EPS of $24.95 to $25.45 versus $23.13 for 2024; Roto-Rooter revenue growth of 2.4% to 3.0%
Repurchased 388,235 shares for $212.8 million in the quarter; about $255.3 million of authorization remained at December 31, 2024
Albany International reported fourth-quarter 2024 net revenues of $286.9 million, down 11.3% from a year earlier, and net income attributable to the company of $17.7 million ($0.56 per share) versus $30.5 million ($0.97 per share). The board also authorized a share repurchase program of up to $250 million, and the company gave initial 2025 guidance including total revenue of $1.165 to $1.265 billion and diluted EPS of $3.00 to $3.40.
Q4 2024 net revenues were $286.9 million, down 11.3%; adjusted EBITDA was $50.0 million, down 33.4% from $75.0 million
Full-year 2024 net revenues were $1.23 billion, up from $1.15 billion; full-year diluted EPS was $2.80 versus $3.55 in 2023
Board authorized a new share repurchase program of up to $250 million, superseding the current program
Initial 2025 guidance: total revenue of $1.165 to $1.265 billion, total adjusted EBITDA of $240 to $260 million, diluted EPS of $3.00 to $3.40
FirstEnergy reported full-year 2024 GAAP earnings from continuing operations of $978 million, or $1.70 per share, down from $1.96 in 2023, on revenue of $13.5 billion, up from $12.9 billion. Core (non-GAAP) earnings rose 8% to $2.37 per share, and the company introduced 2025 Core earnings guidance of $2.40 to $2.60 per share and a targeted 6-8% compound annual Core earnings growth rate through the five-year planning period. The GAAP decline reflects $0.93 per share in special items.
Full-year 2024 GAAP EPS was $1.70, versus $1.96 in 2023; Operating (non-GAAP) EPS was $2.63, versus $2.56.
Fourth-quarter 2024 GAAP EPS was $0.45, versus $0.30 a year earlier; Core EPS was $0.61, versus $0.52.
2025 Core EPS guidance is $2.40 to $2.60 per share, representing 5.5% growth at the midpoint over 2024 Core earnings.
Energize365 is extended through 2029 with a base capital investment plan of $28 billion, an 8% increase over the prior five-year program.
Certara reported fourth-quarter 2024 revenue of $100.4 million, up 14% from a year earlier, and net income of $6.6 million, compared with a net loss of $12.5 million in the prior-year quarter. The company also issued full-year 2025 guidance, forecasting revenue of $415 million to $425 million and adjusted diluted EPS of $0.42 to $0.46.
Q4 2024 revenue was $100.4 million, up 14%; software revenue rose 26% to $42.3 million
Q4 2024 diluted EPS was $0.04 versus a loss of $0.08; adjusted EBITDA was $33.5 million, up 13%
2025 guidance: revenue of $415 million to $425 million and adjusted EBITDA margin of 30% to 32%
Full-year 2024 net loss narrowed to $12.1 million from $55.4 million in 2023
CRH reported fourth-quarter and full-year 2024 results on February 26, 2025. Full-year revenue was $35.6 billion, up 2%, while net income rose 15% to $3.5 billion and basic EPS rose 16% to $5.06. The company also guided 2025 net income to $3.7 billion to $4.1 billion and adjusted EBITDA to $7.3 billion to $7.7 billion, and it raised the quarterly dividend to $0.37.
FY 2024 total revenues $35.6 billion, up 2%; net income $3.5 billion, up 15%; adjusted EBITDA $6.9 billion, up 12%
FY 2024 basic EPS $5.06, up 16%; Q4 2024 basic EPS $1.03, up 4%
2025 guidance: net income $3.7 billion to $4.1 billion; adjusted EBITDA $7.3 billion to $7.7 billion; diluted EPS $5.34 to $5.80
Quarterly dividend increased to $0.37 per share; new $0.3 billion share buyback tranche to be completed by May 2, 2025; net debt rose to $10.5 billion
Rush Street Interactive reported fourth-quarter 2024 revenue of $254.2 million, up 31% year over year, and net income of $6.5 million compared with a net loss of $5.5 million a year earlier. For full-year 2024, revenue rose 34% to $924.1 million and net income was $7.2 million, versus a net loss of $60.1 million in 2023. The company also initiated 2025 guidance of $1,010 million to $1,080 million in revenue and $115 million to $135 million in Adjusted EBITDA.
Q4 2024 revenue was $254.2 million, up 31% from $193.9 million; net income was $6.5 million versus a net loss of $5.5 million in Q4 2023.
Full-year 2024 revenue was $924.1 million, up 34%, and net income was $7.2 million versus a net loss of $60.1 million in 2023.
2025 guidance: revenue of $1,010 million to $1,080 million and Adjusted EBITDA of $115 million to $135 million, with no prior guidance to compare against.
Q4 2024 Adjusted EBITDA was $30.6 million versus $11.5 million a year earlier; unrestricted cash and cash equivalents were $229 million at December 31, 2024.
Acadia Pharmaceuticals reported fourth-quarter and full-year 2024 results, with total revenue of $957.8 million for the year and net income of $226.5 million, compared with a net loss of $61.3 million in 2023. The full-year profit includes a one-time $146.5 million gain from the sale of a rare pediatric disease priority review voucher. The company also gave full-year 2025 total revenue guidance of $1.03 billion to $1.095 billion.
Full-year 2024 net product sales were $957.8 million, up 32%, with NUPLAZID at $609.4 million and DAYBUE at $348.4 million.
Fourth-quarter 2024 net income was $143.7 million, or $0.86 per diluted share, compared with $45.8 million, or $0.28 per share, a year earlier.
2025 guidance calls for total revenue of $1.03 billion to $1.095 billion, with NUPLAZID net sales of $650 million to $690 million and DAYBUE net sales (U.S. only) of $380 million to $405 million.
Cash, cash equivalents and investment securities were $756.0 million at December 31, 2024, up from $438.9 million a year earlier.
Invitation Homes reported fourth-quarter and full-year 2024 results, with revenue and Core FFO per share both higher than a year earlier. For 2025, the company guided to Core FFO of $1.88 to $1.94 per share, with a midpoint of $1.91 compared with $1.88 in 2024, but expects Same Store NOI growth of 1.00% to 3.00%, below the 4.6% it reported for 2024.
Q4 2024 total revenues rose 5.6% to $659 million; net income per diluted share was $0.23, versus $0.21 in Q4 2023.
Q4 2024 Core FFO per share rose 5.9% to $0.47, while FFO per share fell to $0.36 from $0.41.
FY 2025 Core FFO per share guidance is $1.88 to $1.94, compared with $1.88 reported for FY 2024.
FY 2025 Same Store NOI growth guidance is 1.00% to 3.00%, versus 4.6% in FY 2024.
EPR Properties reported fourth-quarter 2024 results on February 26, 2025, with a net loss available to common shareholders of $14.4 million, compared with income of $39.5 million a year earlier, driven by impairment charges. Fourth-quarter FFOAA per diluted share rose to $1.23 from $1.18, while full-year 2024 FFOAA per diluted share fell to $4.87 from $5.18. The company also introduced 2025 FFOAA per diluted share guidance of $4.94 to $5.14 and a 3.5% increase in its monthly dividend.
Fourth-quarter total revenue was $177.2 million, up from $172.0 million; full-year revenue was $698.1 million, down from $705.7 million.
Fourth-quarter impairment charges included $40.0 million on real estate investments and a $16.1 million impairment on a joint venture investment in Breaux Bridge, Louisiana.
2025 guidance: FFOAA per diluted common share of $4.94 to $5.14, and net income per diluted share of $2.84 to $3.04.
Monthly common dividend of $0.295 per share, an annualized $3.54, up 3.5%, payable April 15, 2025.
Green Brick Partners reported record full-year 2024 total revenues of $2.1 billion, up 18.1%, and diluted EPS of $8.45, up 37.6%. Fourth-quarter total revenues were $567.3 million, up 26.0%, and diluted EPS was $2.31, up 46.2%. On February 17, 2025, the board approved raising the share repurchase authorization to $100 million.
Full-year 2024 total revenues were $2.10 billion, up 18.1% from 2023; diluted EPS was $8.45, up 37.6%.
Fourth-quarter 2024 total revenues were $567.3 million, up 26.0%; diluted EPS was $2.31, up 46.2%.
Full-year homebuilding gross margin was 33.8%, up 290 basis points; debt to total capital was 17.2% at year-end.
On February 17, 2025, the board increased the share repurchase authorization to $100 million.
TKO reported fourth-quarter 2024 revenue of $642.2 million, up 5%, and net income of $47.5 million, compared with a net loss of $16.1 million a year earlier. For the full year, revenue rose 67% to $2.804 billion and Adjusted EBITDA rose 55% to $1.251 billion, but net income fell to $6.4 million from $175.7 million, reflecting $375.0 million in settlement charges related to the UFC antitrust lawsuit. The company also gave 2025 targets of $2.930 billion to $3.000 billion in revenue and $1.350 billion to $1.390 billion in Adjusted EBITDA, excluding the pending IMG, On Location and Professional Bull Riders acquisition.
Q4 2024 revenue was $642.2 million, up 5%; WWE revenue fell 10% to $298.3 million, mainly from the timing of the Raw transition.
Full-year 2024 net income was $6.4 million, down from $175.7 million, after $401.1 million of litigation costs in 2024.
2025 targets: revenue of $2.930 billion to $3.000 billion and Adjusted EBITDA of $1.350 billion to $1.390 billion, excluding the Endeavor asset acquisition.
A $2.0 billion share repurchase program is expected to begin in the second or third quarter of 2025, and the first quarterly dividend of about $75 million is set for March 31, 2025.
The St. Joe Company reported fourth-quarter 2024 revenue of $104.3 million, up 20%, and net income attributable to the Company of $18.9 million, up 43%. For the full year, revenue rose 3% to $402.7 million while net income fell 5% to $74.2 million, or $1.27 per share. The board also declared a $0.14 per share quarterly dividend and raised its stock repurchase authority to $100.0 million.
Q4 2024 revenue rose 20% to $104.3 million; net income attributable to the Company rose 43% to $18.9 million, or $0.32 per share.
Full-year 2024 revenue rose 3% to $402.7 million; net income attributable to the Company fell 5% to $74.2 million, or $1.27 per share.
Quarterly dividend of $0.14 per share declared February 26, 2025, payable March 27, 2025, to holders of record on March 10, 2025.
Board raised the stock repurchase authority from the remaining $76.7 million as of December 31, 2024, to $100.0 million.
EVERTEC reported fourth quarter 2024 revenue of $216.4 million, up 11.2%, and GAAP net income attributable to common shareholders of $40.1 million, or $0.62 per diluted share, compared with $11.5 million, or $0.17, a year earlier. The company also gave 2025 guidance calling for revenue of $889 million to $899 million and adjusted earnings per share of $3.34 to $3.45, both above 2024 levels.
Q4 2024 revenue was $216.4 million, up from $194.6 million in Q4 2023, including a one-time $0.6 million revenue item in Latin America.
Q4 2024 GAAP net income attributable to common shareholders was $40.1 million, or $0.62 per diluted share, including an $8.9 million net gain from the sale of tax credits.
Full year 2024 revenue was $845.5 million, up 22%, and GAAP net income attributable to common shareholders was $112.6 million, or $1.73 per diluted share.
2025 outlook: revenue of $889 million to $899 million and adjusted earnings per share of $3.34 to $3.45, versus $3.28 in 2024.
Encore Capital Group reported a full-year 2024 GAAP net loss of $139.2 million, or $5.83 per share, compared with a loss of $206.5 million in 2023, while full-year revenue rose 8% to $1.32 billion. Fourth-quarter results included a $100.6 million goodwill impairment and other Cabot-related charges tied to exiting Spanish and Italian non-performing loan markets, and the company said it expects 2025 collections to rise 11% to $2.4 billion and plans to resume share repurchases in 2025.
Full-year 2024 revenue of $1.32 billion, up 8% from 2023; fourth-quarter revenue of $265.6 million, down 4%
Fourth-quarter GAAP net loss of $225.3 million, or $9.42 per share, including $262.2 million in Cabot-related and other charges
Full-year 2024 collections rose 16% to $2.16 billion; 2025 collections are expected to increase 11% to $2.4 billion
Pure Storage reported fiscal fourth-quarter 2025 revenue of $879.8 million, up 11% year over year, and full-year revenue of $3.2 billion, up 12%. GAAP operating income and diluted EPS for the quarter fell from a year earlier, and the company guided fiscal 2026 revenue to $3.515 billion, up 11%, while its audit committee approved up to $250 million in additional share repurchases.
Q4 revenue $879.8 million, up 11% from $789.8 million a year earlier; full-year revenue $3.2 billion, up 12%.
Q4 GAAP operating income $42.5 million versus $57.4 million a year earlier; Q4 diluted EPS $0.12 versus $0.20.
FY26 guidance: revenue $3.515 billion, up 11%; non-GAAP operating income $595 million, a 17.0% margin.
Audit Committee approved up to an additional $250 million in share repurchases; Q4 repurchases totaled about $192 million.
Schrödinger reported fourth-quarter and full-year 2024 results and gave 2025 guidance. Full-year total revenue fell 4.2% to $207.5 million, with software revenue up 13.3% and drug discovery revenue down 53%, and the company posted a $187.1 million net loss after 2023 net income of $40.7 million. For shareholders, the results mix growing software sales and a higher fourth-quarter revenue total with wider losses and a sharply lower drug discovery contribution.
Full-year software revenue rose 13.3% to $180.4 million, while drug discovery revenue fell 53% to $27.2 million.
Full-year net loss was $187.1 million, compared with net income of $40.7 million in 2023; 2023 included a $147.2 million gain on equity investments.
Fourth-quarter total revenue rose 19.1% to $88.3 million, but the fourth-quarter net loss widened to $40.2 million from $30.7 million.
For 2025, the company expects software revenue growth of 10% to 15% and drug discovery revenue of $45 million to $50 million.
Tandem Diabetes reported fourth-quarter and full-year 2024 results and gave 2025 guidance. GAAP sales rose 26% for the year to $940.2 million, and the net loss narrowed to $96.0 million from $222.6 million. The company expects 2025 sales of approximately $997 million to $1.007 billion, with adjusted EBITDA margin of about 3 percent for the full year.
Q4 2024 GAAP sales grew 44% to $282.6 million; non-GAAP sales grew 21% to $252.4 million, with GAAP results affected by the Tandem Choice program.
Q4 2024 GAAP net income was $0.8 million, or $0.01 per share, compared with a net loss of $30.0 million, or $0.46 per share, a year earlier.
Full-year 2024 GAAP net loss was $96.0 million, or $1.47 per share, compared with $222.6 million, or $3.43 per share, in 2023.
2025 guidance: full-year sales of approximately $997 million to $1.007 billion and first-quarter sales of approximately $219 million to $224 million.
eBay reported fourth-quarter 2024 revenue of $2.6 billion, up 1%, and GMV of $19.3 billion, up 4%. Non-GAAP earnings per diluted share rose 16% to $1.25, while GAAP EPS was flat at $1.40. The company also guided first-quarter 2025 revenue to $2.52 billion to $2.56 billion and declared a $0.29 quarterly dividend.
Q4 2024 revenue $2.6 billion, up 1%; GMV $19.3 billion, up 4%
GAAP EPS $1.40, unchanged from Q4 2023; non-GAAP EPS $1.25, up from $1.07
Full-year 2024 GAAP EPS $3.95, down 24% from $5.21
Q1 2025 guidance: revenue $2.52 billion to $2.56 billion; non-GAAP EPS $1.32 to $1.36
Corcept Therapeutics reported fourth-quarter and full-year 2024 results and gave a corporate update in a press release attached to this 8-K. Full-year 2024 revenue rose to $675.0 million from $482.4 million and full-year net income rose to $141.2 million, while fourth-quarter net income and diluted earnings per share were slightly lower than a year earlier. The company also gave 2025 revenue guidance of $900-950 million.
Q4 2024 revenue was $181.9 million, compared with $135.4 million in Q4 2023.
Q4 2024 net income was $30.7 million, or $0.26 diluted per share, versus $31.4 million, or $0.28, in Q4 2023.
Full-year 2024 net income was $141.2 million, or $1.23 diluted per share, versus $106.1 million, or $0.94, in 2023.
Cash and investments were $603.2 million at December 31, 2024; company expects ROSELLA pivotal trial data in the current quarter.
Dorman Products reported fourth quarter 2024 net sales of $533.8 million, up 8.0%, and diluted EPS of $1.77, up 11%. For full year 2024, net sales were $2.0 billion, up 4.1%, and diluted EPS was $6.14, up 50%. The company also issued 2025 guidance calling for net sales growth of 3% to 5% and diluted EPS of $7.00 to $7.30.
Q4 2024 net sales $533.8 million, up 8.0%; Q4 diluted EPS $1.77, up 11% from $1.60
Full year 2024 net sales $2,009.2 million, up 4.1%; full year diluted EPS $6.14, up 50%
2025 guidance: net sales growth 3% to 5%; diluted EPS $7.00 to $7.30; adjusted diluted EPS $7.55 to $7.85
Conference call and webcast scheduled for February 27, 2025 at 8:00 a.m. Eastern time
AMERISAFE reported fourth-quarter 2024 net income of $13.2 million, down 31.2% from $19.2 million a year earlier, and diluted EPS of $0.69 versus $1.00. For the full year, net income was $55.4 million, down 10.7%, while net premiums earned rose 1.3% to $270.6 million. The board also raised the quarterly dividend 5.4% to $0.39 per share from $0.37, which shareholders of record as of March 7, 2025 will receive on March 21, 2025.
Q4 2024 net income was $13.2 million, down 31.2%; diluted EPS was $0.69 versus $1.00 in Q4 2023.
Full-year 2024 net income was $55.4 million, down 10.7%; diluted EPS was $2.89 versus $3.23.
Full-year 2024 net combined ratio was 88.7%, up from 85.9% in 2023; Q4 net combined ratio was 86.1% versus 85.5%.
Quarterly dividend increased to $0.39 per share, payable March 21, 2025 to holders of record as of March 7, 2025.
LegalZoom reported fourth-quarter and full-year 2024 results and gave 2025 guidance of about 5% revenue growth and an Adjusted EBITDA margin of about 23%. Quarterly revenue rose 2% and net income rose 74%, while full-year net income rose 115% to $30.0 million, which shows higher profit on modest sales growth.
Q4 2024 revenue was $161.7 million, up 2% year-over-year; subscription revenue was $108.7 million, up 2%.
Q4 2024 net income was $12.9 million, or $0.07 per share, compared with $7.4 million in Q4 2023.
Full-year 2024 revenue was $681.9 million, up 3%, and full-year Adjusted EBITDA was $148.1 million, up 25%.
Guidance: Q1 2025 revenue of $175 million to $179 million and Adjusted EBITDA of $33 million to $36 million; full-year 2025 revenue growth of about 5%.
MYR Group reported fourth-quarter 2024 revenue of $829.8 million, down 17.4% from a year earlier, and net income of $16.0 million, or $0.99 per diluted share, versus $1.43 a year earlier. For full-year 2024, revenue fell 7.7% to $3.36 billion and net income fell to $30.3 million, or $1.83 per diluted share, from $5.40 in 2023. The board also approved a $75.0 million share repurchase program that expires on September 5, 2025, which the company intends to fund with cash on hand and credit facility borrowings.
Q4 2024 revenue was $829.8 million, down $174.4 million from Q4 2023; net income was $16.0 million, or $0.99 per diluted share, versus $1.43
Full-year 2024 revenue was $3.36 billion, down 7.7%; net income was $30.3 million, or $1.83 per diluted share, versus $5.40 in 2023
Backlog was $2.58 billion at December 31, 2024, compared with $2.60 billion at September 30, 2024
Repurchase program authorizes up to $75.0 million of common stock through September 5, 2025, or until funds are exhausted
Nutanix reported second-quarter fiscal 2025 results for the period ended January 31, 2025, with revenue of $654.7 million, up 16% from $565.2 million a year earlier, and GAAP net income of $56.4 million, up from $32.8 million. The company also gave revenue guidance of $620 million to $630 million for the third quarter and $2.495 billion to $2.515 billion for fiscal 2025, which shareholders can compare with future results.
Annual recurring revenue reached $2.06 billion, up 19% year over year
GAAP diluted earnings per share were $0.19, compared with $0.12 a year earlier
Free cash flow was $187.1 million, compared with $162.6 million a year earlier
Third-quarter revenue outlook is $620 million to $630 million; fiscal 2025 revenue outlook is $2.495 billion to $2.515 billion
EMCOR reported record fourth-quarter and full-year 2024 revenues, diluted EPS and operating income, with fourth-quarter revenue up 9.6% to $3.77 billion and diluted EPS of $6.32. The company guided 2025 diluted EPS to $22.25 to $24.00 and increased its share repurchase authorization by $500 million.
Q4 2024 diluted EPS of $6.32 versus $4.47 a year earlier; full-year 2024 diluted EPS of $21.52 versus $13.31
Full-year 2024 revenues of $14.57 billion, up 15.8%; operating income of $1.34 billion, or 9.2% of revenues
2025 guidance: revenues of $16.1 billion to $16.9 billion, operating margin of 8.5% to 9.2%, diluted EPS of $22.25 to $24.00
Board authorized an additional $500 million for share repurchases under the existing program, which has no expiration date
Par Pacific reported a fourth-quarter 2024 net loss of $55.7 million, or $1.01 per diluted share, compared with net income of $289.3 million, or $4.77 per diluted share, a year earlier. For full year 2024, the company posted a net loss of $33.3 million, versus net income of $728.6 million in 2023, and Adjusted EBITDA fell to $238.7 million from $696.2 million. The company also said its Wyoming refinery has been idled since a February 12, 2025 operational incident and is expected to restart in mid-April at reduced throughput.
Q4 2024 revenues were $1.83 billion, down from $2.18 billion in Q4 2023
Full year 2024 net loss of $33.3 million, or $0.59 per diluted share, versus net income of $728.6 million in 2023
Repurchased 5 million common shares in 2024, or 9% of year-end shares outstanding
Wyoming refinery restart expected in mid-April 2025 at reduced throughput, with full operations by end of May
XPEL reported preliminary, unaudited fourth-quarter and full-year 2024 results on February 26, 2025. Revenue grew in both periods, but net income declined, and first-quarter 2025 revenue is expected to be approximately $97 million to $99 million. Shareholders get higher sales alongside lower profit, with China revenue down 44.3% in the quarter.
Q4 2024 revenue rose 1.9% to $107.5 million; net income fell 25.7% to $8.9 million, or $0.32 per share, from $0.43 a year earlier.
Full-year 2024 revenue rose 6.1% to $420.4 million; net income fell to $45.5 million, or $1.65 per share, from $52.8 million, or $1.91 per share, in 2023.
The company expects first-quarter 2025 revenue of approximately $97 million to $99 million.
A recently completed workforce reduction is expected to yield approximately $2 million in annual run-rate savings.
Graham Holdings reported fourth-quarter 2024 revenue of $1.2 billion, up 7%, and diluted earnings per share of $125.55, compared with $11.72 a year earlier. The EPS figure includes a one-time, noncash $653.4 million pension settlement gain; excluding certain items, fourth-quarter EPS was $22.58 versus $10.94. On February 25, 2025, the company also agreed to settle a significant portion of a mandatorily redeemable noncontrolling interest for $205 million.
Q4 2024 revenue was $1,245.8 million, up 7% from $1,166.8 million; operating income was $72.5 million versus $40.8 million.
Q4 diluted EPS was $125.55 versus $11.72; excluding certain items, EPS was $22.58 versus $10.94.
A $653.4 million pre-tax, noncash pension settlement gain was recorded in Q4 2024 after a group annuity purchase; the February 25, 2025 settlement totals $205 million, including $186.25 million in cash and $18.75 million in Class B stock.
Photronics reported first quarter fiscal 2025 revenue of $212.1 million, down 2% from a year earlier and 5% from the prior quarter. GAAP diluted EPS rose to $0.68 from $0.42, while non-GAAP diluted EPS was $0.52, down from $0.59 in the fourth quarter of 2024; the company's GAAP profit gain includes an FX gain of $18.4 million. For second quarter fiscal 2025, the company expects revenue of $208 million to $216 million and non-GAAP diluted EPS of $0.44 to $0.50.
Q1 fiscal 2025 revenue was $212.1 million, down 2% year-over-year and 5% sequentially.
GAAP net income attributable to shareholders was $42.9 million, or $0.68 per diluted share, versus $0.42 a year earlier.
Non-GAAP diluted EPS was $0.52, compared with $0.48 a year earlier and $0.59 in the fourth quarter of 2024.
Q2 fiscal 2025 guidance: revenue of $208 million to $216 million and non-GAAP diluted EPS of $0.44 to $0.50.
Brink's reported fourth-quarter and full-year 2024 results, with full-year revenue up 3% to $5.0 billion and fourth-quarter revenue up 1% to $1.26 billion. Fourth-quarter non-GAAP EPS fell 23% to $2.12, and a $38 million charge tied to the DOJ and FinCEN resolutions reduced fourth-quarter EPS by $0.86 on a GAAP basis. The company also gave first-quarter 2025 guidance for revenue, adjusted EBITDA and EPS.
Full-year 2024 revenue was $5,012 million, up 3% on a GAAP basis; full-year GAAP EPS was $3.61 and non-GAAP EPS was $7.17, down 2%.
Fourth-quarter 2024 non-GAAP operating profit fell 6% and non-GAAP EPS fell 23% to $2.12; GAAP EPS was $0.84.
Charges for the DOJ and FinCEN resolutions totaled $45.7 million for 2024, including $38 million in the fourth quarter.
Q1 2025 guidance: revenue $1,200 million to $1,250 million, non-GAAP adjusted EBITDA $190 million to $210 million, non-GAAP EPS $1.10 to $1.40.
APi Group reported fourth-quarter 2024 net revenues of $1.9 billion, up 5.8%, and net income of $67 million, up from $25 million a year earlier. For full-year 2025 it gave initial guidance of $7.3 billion to $7.5 billion in net revenues and $970 million to $1.02 billion in adjusted EBITDA, compared with $7.0 billion and $893 million in 2024. Shareholders get a view of expected 2025 growth, though full-year 2024 organic revenue fell 0.9%.
Q4 2024 net revenues $1,861 million, up 5.8% (1.3% organic); adjusted EBITDA $242 million, up 16.3%
Q4 2024 GAAP net income $67 million vs. $25 million; diluted EPS $(0.10) vs. $(1.08)
Q4 2024 adjusted diluted EPS $0.51 vs. $0.44 a year earlier, up 15.9%
2025 guidance: net revenues $7,300-$7,500 million; adjusted EBITDA $970-$1,020 million; Q1 2025 adjusted EBITDA $185-$195 million
Vita Coco reported fourth-quarter and full-year 2024 results, with net sales up 5% for the year to $516 million and net income up to $56 million. The company guided 2025 net sales to $555-570 million and Adjusted EBITDA to $86-92 million, which points to continued growth if met, though fourth-quarter net income fell from the prior year.
Q4 2024 net sales rose 20% to $127 million, but Q4 net income fell to $3 million ($0.06 per diluted share) from $7 million ($0.11).
Full-year 2024 net income rose to $56 million ($0.94 per diluted share) from $47 million ($0.79), and Adjusted EBITDA rose to $84 million from $68 million.
2025 outlook: net sales of $555-570 million, gross margin of 35-37%, and Adjusted EBITDA of $86-92 million; the outlook excludes any impact from potential tariffs.
Cash and cash equivalents were $165 million at December 31, 2024, with no debt outstanding.
Lantheus reported fourth-quarter 2024 revenue up 10.5% to $391.1 million, but a $119.1 million unrealized loss on equity investments turned GAAP results to a net loss of $11.8 million, or $(0.17) per share, from $1.47 a year earlier. Adjusted diluted EPS fell 9.0% to $1.59, and the company guided to full-year 2025 revenue of $1.545 billion to $1.610 billion and adjusted diluted EPS of $7.00 to $7.20.
Q4 2024 revenue $391.1 million, up 10.5%; PYLARIFY sales $266.0 million, up 15.7%
GAAP net loss of $11.8 million, or $(0.17) per share, versus net income of $103.4 million in Q4 2023
Adjusted diluted EPS $1.59 in Q4, down 9.0% from $1.75; full year 2024 revenue $1.53 billion, up 18.3%
FY 2025 guidance: revenue $1.545 billion to $1.610 billion; adjusted diluted EPS $7.00 to $7.20
Verisk reported fourth-quarter and full-year 2024 results, with revenue and per-share profit both higher than in the prior year, and gave 2025 guidance for revenue of $3,030 million to $3,080 million. The board also approved a 15% dividend increase and an additional $1.0 billion share repurchase authorization, which bear directly on shareholder returns.
Q4 2024 diluted EPS attributable to Verisk was $1.44, up 15.2%; diluted adjusted EPS was $1.61, up 15.0%.
Full-year 2024 revenue was $2,882 million, up 7.5%, and diluted EPS was $6.66, up 27.6%.
2025 guidance: revenue of $3,030 million to $3,080 million and diluted adjusted EPS of $6.80 to $7.10.
Board approved a 45-cent quarterly dividend payable March 31, 2025, up 15%, and an additional $1.0 billion buyback authorization on February 19, 2025.
Bentley Systems reported fourth-quarter 2024 revenue of $349.8 million, up 12.6%, and full-year revenue of $1,353.1 million, up 10.1%. GAAP diluted earnings per share fell to $0.16 from $0.54 a year earlier, while adjusted EPS rose to $0.21 from $0.20, and the company set a 2025 revenue outlook of $1,461 million to $1,490 million and raised its quarterly dividend by one cent.
Q4 2024 total revenues were $349.8 million, up 12.6% year over year; net income per diluted share was $0.16 versus $0.54.
Q4 adjusted EPS was $0.21 versus $0.20; the prior-year GAAP figure included a $170.8 million tax benefit related to internal restructuring.
2025 outlook: total revenues of $1,461 million to $1,490 million and free cash flows of $415 million to $455 million.
Quarterly cash dividend raised by one cent to $0.07 per share, payable March 27, 2025, to holders of record as of March 19, 2025.
Astec Industries reported fourth-quarter 2024 net sales of $359.0 million, up 6.5%, and net income attributable to the controlling interest of $21.1 million, up from $14.9 million. For the full year, net sales fell 2.5% to $1,305.1 million and net income fell to $4.3 million from $33.5 million, including a $20.2 million goodwill impairment. The company expects 2025 adjusted EBITDA of $105 million to $125 million, compared with $111.8 million in 2024.
Q4 diluted EPS was $0.92, up from $0.65 a year earlier; Q4 adjusted EPS was $1.19, up from $0.90
Full-year 2024 net sales were $1,305.1 million, down 2.5% from $1,338.2 million
Full-year 2024 net income was $4.3 million, down from $33.5 million, after a $20.2 million goodwill impairment in Materials Solutions
2025 adjusted EBITDA guidance is $105 million to $125 million
Steve Madden reported fourth-quarter 2024 revenue up 12.0% to $582.3 million, with GAAP diluted EPS flat at $0.49 and adjusted diluted EPS down to $0.55 from $0.61. For the full year, revenue rose 15.2% to $2,282.9 million and GAAP diluted EPS rose to $2.35 from $2.30. The company guided 2025 revenue growth of 17% to 19% and diluted EPS of $2.30 to $2.40, while citing new US tariffs as a headwind.
Q4 2024 revenue rose 12.0% to $582.3 million; GAAP diluted EPS was $0.49, flat year over year, and adjusted diluted EPS was $0.55 versus $0.61.
Full-year 2024 revenue rose 15.2% to $2,282.9 million; GAAP diluted EPS was $2.35 versus $2.30, and adjusted diluted EPS was $2.67 versus $2.45.
2025 outlook calls for revenue growth of 17% to 19% and diluted EPS of $2.30 to $2.40, assuming the Kurt Geiger acquisition closes on May 1, 2025.
Board declared a quarterly dividend of $0.21 per share, payable March 21, 2025 to holders of record on March 10, 2025.
Option Care Health reported fourth quarter and full-year 2024 results on February 26, 2025, with net revenue and adjusted earnings per share both higher than in 2023. GAAP diluted earnings per share fell 16.9% for the full year, which the company tied to non-operating income in 2023. The company also issued 2025 guidance calling for net revenue of $5.3 billion to $5.5 billion and adjusted diluted earnings per share of $1.59 to $1.69.
Q4 2024 net revenue was $1,346.4 million, up 19.7% from $1,124.4 million; GAAP diluted EPS was $0.35, up 9.4%.
Q4 2024 adjusted diluted EPS was $0.44, up 15.8% from $0.38; company repurchased approximately $90.0 million of stock in the quarter.
Full-year 2024 net revenue was $4,998.2 million, up 16.2%; GAAP diluted EPS was $1.23, down 16.9%; adjusted diluted EPS was $1.58, up 10.5%.
2025 guidance: net revenue of $5.3 billion to $5.5 billion and adjusted diluted EPS of $1.59 to $1.69; cash flow from operations of at least $320 million.
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