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).
Arcosa reported fourth quarter 2024 revenue up 14% to $666.2 million, helped by the $1.2 billion Stavola acquisition completed October 1, 2024, but posted a net loss of $7.7 million versus net income of $27.1 million a year earlier. Acquisition-related expenses of $15.6 million and higher interest expense weighed on results, while Adjusted EBITDA rose 52% to $128.3 million. The company guided to 2025 revenues of $2.8 billion to $3.0 billion and Adjusted EBITDA of $545 million to $595 million, with GAAP profit trends and guidance pointing in different directions for shareholders.
Q4 2024 revenue was $666.2 million, up 14% from $582.2 million; net loss was $7.7 million, or $0.16 per diluted share, versus net income of $27.1 million, or $0.56 per share, in Q4 2023.
Q4 Adjusted EBITDA rose 52% to $128.3 million; Adjusted Diluted EPS fell 32% to $0.46 from $0.68.
Full year 2025 guidance: consolidated revenues of $2.8 billion to $3.0 billion and Adjusted EBITDA of $545 million to $595 million.
Q4 free cash flow was $199.2 million; year-end net debt to Adjusted EBITDA was 2.9x, down from 3.4x at the end of the third quarter.
HP reported fiscal first-quarter revenue of $13.5 billion, up 2.4% from a year earlier, while GAAP diluted EPS fell to $0.59 from $0.62. HP also approved an expansion of its restructuring plan, adding about $0.3 billion in annualized savings and about $150 million in charges, with 1,000 to 2,000 additional gross workforce reductions, and it held its fiscal 2025 outlook.
Q1 fiscal 2025 net revenue $13.5 billion, up 2.4%; GAAP diluted EPS $0.59 versus $0.62, within the $0.57 to $0.63 outlook
Non-GAAP diluted EPS $0.74 versus $0.81 a year earlier, within the $0.70 to $0.76 outlook
Restructuring amendment adds about $0.3 billion in fiscal 2025 savings, bringing the total to about $1.9 billion, with about $150 million in additional charges
Incremental gross workforce reductions of about 1,000 to 2,000 employees, varying by country; fiscal 2025 non-GAAP EPS outlook of $3.45 to $3.75 held
Solventum reported fourth-quarter 2024 sales up 1.9% to $2.074 billion, but GAAP diluted EPS fell to $0.17 from $1.57 a year earlier, and adjusted EPS fell to $1.41 from $2.17. The company also introduced 2025 guidance for organic sales growth, adjusted EPS and free cash flow, but said the guidance still includes the Purification and Filtration segment it agreed to sell and will be updated after that deal closes.
Q4 2024 sales were $2.074 billion, up 1.9%; organic sales rose 2.3%
GAAP operating income was $136 million versus $406 million a year earlier; adjusted operating margin was 20.4% versus 25.9%
2025 guidance: organic sales growth of 1.0% to 2.0%, adjusted EPS of $5.45 to $5.65, free cash flow of $450 million to $550 million
Guidance includes Purification and Filtration, which Solventum announced it would sell on February 25, 2025
DoubleVerify reported fourth-quarter 2024 revenue of $190.6 million, up 11% from a year earlier, but net income fell to $23.4 million from $33.1 million. The company also agreed to acquire Rockerbox for $85 million in cash and guided first-quarter 2025 revenue to $151 million to $155 million, with full-year 2025 revenue growth of about 10%. Shareholders see revenue growth alongside lower profit, plus a new acquisition that adds to the company's spending.
Q4 2024 revenue of $190.6 million, up 11%; Q4 net income of $23.4 million versus $33.1 million in Q4 2023
Full-year 2024 revenue of $656.8 million, up 15%; full-year net income of $56.2 million versus $71.5 million in 2023
Q1 2025 revenue guidance of $151 million to $155 million; full-year 2025 revenue growth of approximately 10%
Agreed to acquire Rockerbox, Inc. for $85 million in cash, subject to customary adjustments, announced February 26, 2025
Acadia Healthcare reported fourth-quarter 2024 revenue of $774.2 million, up 4.2% from a year earlier, but net income attributable to Acadia fell to $32.6 million, or $0.35 per diluted share, from $57.7 million, or $0.63, in the prior-year quarter. The company also issued 2025 guidance, including revenue of $3.3 to $3.4 billion and adjusted EPS of $2.50 to $2.80, and authorized a $300 million share repurchase program.
Q4 2024 revenue $774.2 million, up 4.2%; adjusted EBITDA $153.1 million versus $171.6 million a year earlier
Full-year 2024 revenue $3.15 billion, up 7.7%; net income attributable to Acadia $255.6 million versus a loss of $21.7 million in 2023
2025 guidance: revenue $3.3 to $3.4 billion, adjusted EBITDA $675 to $725 million, adjusted EPS $2.50 to $2.80
Board authorized share repurchases of up to $300 million with no expiration date; conference call scheduled February 28, 2025
Sunrun reported fourth-quarter and full-year 2024 results. Revenue was flat in Q4 and down 10% for the year, and a $3.1 billion non-cash goodwill impairment drove a large GAAP net loss. The company reported Cash Generation of $34.2 million in Q4 and gave 2025 Cash Generation guidance of $200 million to $500 million.
Q4 2024 total revenue was $518.5 million, up $1.9 million, or 0%, from Q4 2023; full-year 2024 revenue was $2.0 billion, down 10%.
Q4 2024 net loss attributable to common stockholders was $2.8 billion, or $12.51 per share, including the $3.1 billion goodwill impairment; non-GAAP net income was $360.9 million, or $1.41 per diluted share.
2025 Cash Generation guidance is $200 million to $500 million for the full year and $40 million to $50 million for Q1 2025.
Edison International reported fourth-quarter 2024 net income of $340 million, or $0.88 per share, down from $378 million, or $0.99 per share, a year earlier. Full-year 2024 GAAP EPS rose to $3.33 from $3.12, and core EPS rose to $4.93 from $4.76. The company revised its 2025 core EPS guidance to $5.94-$6.34, which includes the impact of the TKM settlement, and the filing does not state the prior range.
Q4 2024 core EPS was $1.05, compared with $1.28 a year earlier; core earnings were $405 million versus $490 million.
Full-year 2024 operating revenue was $17.6 billion, up from $16.3 billion in 2023.
TKM settlement approved, authorizing $1.6 billion of cost recovery for pre-AB 1054 wildfire costs.
Quarterly dividend of $0.8275 per share declared, payable April 30, 2025, to holders of record on April 7, 2025.
Medical Properties Trust reported a fourth-quarter 2024 net loss of $413 million ($0.69 per share) and a full-year net loss of $2.4 billion ($4.02 per share), including about $415 million of impairments and fair market value adjustments tied to Prospect Medical Group and PHP Holdings. Normalized FFO fell to $0.18 per share for the quarter from $0.36 a year earlier and to $0.80 for the year from $1.59. The company said a $2.5 billion senior secured notes offering addresses all debt maturities through 2026.
Q4 2024 net loss of $413 million ($0.69 per share) versus $664 million ($1.11 per share) in Q4 2023
Q4 2024 normalized FFO of $0.18 per share versus $0.36; full-year 2024 normalized FFO of $0.80 versus $1.59
Full-year 2024 net loss of $2.4 billion ($4.02 per share) versus $556 million ($0.93 per share) in 2023
Private offering of more than $2.5 billion of senior secured notes due 2032 at a blended coupon of 7.885%
J.M. Smucker reported fiscal third-quarter results for the period ended January 31, 2025, with net sales down 2% to $2.2 billion and a GAAP net loss of $6.22 per diluted share, driven by $794.3 million and $208.2 million noncash impairment charges tied to Sweet Baked Snacks. Adjusted EPS rose 5% to $2.61, and the company raised the low and high ends of its fiscal 2025 adjusted EPS guidance while lowering its net sales growth outlook.
Net sales were $2,186.0 million, down $43.2 million or 2% from the prior-year quarter.
Net loss per diluted share was $6.22, including a $794.3 million goodwill impairment and a $208.2 million trademark impairment.
Adjusted EPS was $2.61, up 5%; free cash flow was $151.3 million versus $249.6 million a year earlier.
Fiscal 2025 adjusted EPS guidance was updated to $9.85 to $10.15 from $9.70 to $10.10; net sales growth guidance is 7.25% versus 7.50% to 8.50% previously.
Macerich reported fourth-quarter 2024 results on February 27, 2025, showing a net loss attributable to the company of $211.2 million, or $0.89 per diluted share, compared with net income of $62.2 million, or $0.29 per share, a year earlier. Total revenues rose to $273.7 million from $238.7 million, but FFO excluding certain items fell to $116.7 million ($0.47 per share) from $127.7 million ($0.57 per share), so shareholders face a weaker quarter on the company's core measures despite higher revenue.
Total revenues were $273.7 million in Q4 2024, up from $238.7 million in Q4 2023.
Net loss attributable to the company was $211.2 million ($0.89 per diluted share), versus net income of $62.2 million ($0.29 per share) a year earlier.
FFO excluding certain items was $116.7 million ($0.47 per share), down from $127.7 million ($0.57 per share).
Same center NOI, excluding lease termination income, fell 0.4% in Q4 2024; portfolio occupancy was 94.1% at December 31, 2024. The quarterly dividend is $0.17 per share, payable March 18, 2025.
First Advantage reported fourth quarter and full year 2024 results, which include costs from its Sterling acquisition, closed October 31, 2024. Full year revenue rose to $860.2 million from $763.8 million, but the company posted a net loss of $110.3 million versus net income of $37.3 million a year earlier, and adjusted diluted EPS fell to $0.82 from $1.00. The company also introduced 2025 guidance of $1.5 billion to $1.6 billion in revenue and $410 million to $450 million in adjusted EBITDA.
Full year 2024 revenue was $860.2 million, compared with $763.8 million in 2023
Full year 2024 GAAP net loss was $110.3 million, including $130.5 million of expenses tied to the Sterling acquisition
Full year 2024 adjusted diluted EPS was $0.82, compared with $1.00 in 2023
2025 guidance: revenue $1.5 billion to $1.6 billion; adjusted EBITDA $410 million to $450 million; adjusted diluted EPS $0.86 to $1.03
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.
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.
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.
DT Midstream reported full-year 2024 Adjusted EBITDA of $969 million, up from $924 million in 2023, and raised its 2025 Adjusted EBITDA guidance to $1.095 billion to $1.155 billion. Reported net income for 2024 was $354 million, or $3.60 per diluted share, down from $384 million in 2023, and the board raised the quarterly dividend 12% to $0.82 per share.
Full-year 2024 Adjusted EBITDA was $969 million, compared with $924 million in 2023.
Reported net income was $354 million, or $3.60 per diluted share, versus $384 million in 2023.
2025 Adjusted EBITDA guidance raised to $1.095 billion to $1.155 billion; 2026 early outlook is $1.155 billion to $1.225 billion.
Quarterly dividend of $0.82 per share, payable April 15, 2025 to stockholders of record on March 17, 2025.
Enovis reported fourth-quarter 2024 net sales of $561 million, up 23% on a reported basis, and adjusted earnings of $0.98 per diluted share, compared with $0.79 a year earlier. A $645 million non-cash goodwill impairment charge produced a fourth-quarter net loss from continuing operations of $704 million. The company also gave 2025 guidance of $2.19-2.22 billion in revenue and $3.10-3.25 in adjusted earnings per share, and CEO Matt Trerotola said he intends to retire once a successor is appointed.
Q4 2024 net sales $561 million, up 23% reported and 6% on a Comparable Sales basis
Q4 2024 net loss from continuing operations $704 million, including a $645 million goodwill impairment charge
Full-year 2024 net sales $2.1 billion, up 23%; full-year net loss from continuing operations $827 million
2025 outlook: revenue $2.19-2.22 billion, adjusted EBITDA $405-415 million, adjusted EPS $3.10-3.25; CEO Matt Trerotola plans to retire upon successor appointment
National Vision reported fourth-quarter 2024 net revenue of $437.3 million, up 3.9%, but a net loss from continuing operations of $(29.4) million, which the company attributed largely to a non-cash goodwill impairment charge. For fiscal 2024, revenue rose 3.8% to $1,823.3 million, while the net loss was $(27.2) million, compared with net income of $3.5 million in fiscal 2023, and adjusted diluted EPS rose to $0.52 from $0.47. The company also gave fiscal 2025 guidance, including adjusted diluted EPS of $0.52 to $0.64.
Q4 2024 net loss from continuing operations was $(29.4) million, versus $(14.7) million in Q4 2023; diluted EPS was $(0.37), versus $(0.19)
Q4 2024 adjusted diluted EPS was $(0.04), unchanged from Q4 2023; adjusted operating income rose to $3.2 million from $(2.7) million
Fiscal 2025 outlook (53 weeks ending January 3, 2026) includes net revenue of $1.901 billion to $1.955 billion and adjusted diluted EPS of $0.52 to $0.64
Cash balance was $73.9 million as of December 28, 2024; fiscal 2024 operating cash flow was $133.6 million
Gulfport Energy reported a fourth-quarter and full-year 2024 net loss, driven by a $342.7 million impairment of oil and natural gas properties in the fourth quarter, after a profit in 2023. The company also gave 2025 guidance calling for flat total production and a 30%-plus increase in liquids output, with base capital spending of $370 million to $395 million.
Full-year 2024 net loss was $261.4 million, compared with net income of $1.47 billion in 2023; total revenues were $958.1 million, down from $1.79 billion.
Fourth-quarter 2024 net loss was $273.2 million, including a $342.7 million impairment; the same quarter of 2023 had net income of $245.7 million.
Full-year 2024 adjusted EBITDA was $731.1 million, which the company said was above analyst consensus expectations.
2025 guidance: net daily equivalent production of 1.04 to 1.065 Bcfe per day, described as flat, and net daily liquids production of 18.0 to 20.5 MBbl per day.
Grocery Outlet reported fourth-quarter fiscal 2024 net sales up 10.9% to $1.10 billion, but net income fell to $2.3 million, or $0.02 per diluted share, from $14.1 million, or $0.14, a year earlier. The company also issued fiscal 2025 guidance, announced a restructuring plan with $52 million to $61 million in expected total costs, and named Jason Potter as President and CEO.
Q4 net sales rose 10.9% to $1.10 billion; gross margin fell to 29.5% from 30.2%, and net income was $2.3 million versus $14.1 million a year earlier.
Fiscal 2025 outlook: net sales of $4.7 billion to $4.8 billion, adjusted EBITDA of $260 million to $270 million, and adjusted diluted EPS of $0.70 to $0.75.
Restructuring plan expected to cost $52 million to $61 million, of which $36 million to $45 million is cash; it includes terminating leases for 15 stores planned for fiscal 2025 and eight for fiscal 2026.
Jason Potter, who has over 30 years of industry experience and most recently led The Fresh Market, is the new President and CEO.
Sempra reported full-year 2024 GAAP earnings of $2.82 billion, or $4.42 per diluted share, down from $3.03 billion, or $4.79, in 2023, while adjusted earnings rose to $2.97 billion, or $4.65 per share, from $2.92 billion, or $4.61. The company revised its 2025 EPS guidance to $4.30 to $4.70, issued 2026 guidance of $4.80 to $5.30, and raised its five-year capital plan to $56 billion, which matters to shareholders because it sets the outlook for earnings and investment.
Full-year 2024 GAAP EPS was $4.42 versus $4.79 in 2023; adjusted EPS was $4.65 versus $4.61, and a $330 million foreign tax credit valuation allowance charge weighed on GAAP results
Fourth-quarter 2024 GAAP EPS was $1.04 versus $1.16; adjusted EPS was $1.50 versus $1.13
2025 EPS guidance revised to $4.30 to $4.70; 2026 EPS guidance of $4.80 to $5.30; long-term EPS growth rate raised to 7% to 9%
Quarterly common dividend declared at $0.645 per share, payable April 15, 2025, an annualized $2.58 per share versus $2.48 in 2024
Public Service Enterprise Group reported full-year 2024 net income of $1.77 billion ($3.54 per share), down from $2.56 billion ($5.13 per share) in 2023, while non-GAAP operating earnings rose to $3.68 per share from $3.48. Operating revenues fell to $10.29 billion from $11.24 billion, and the company initiated 2025 non-GAAP operating earnings guidance of $3.94 to $4.06 per share, with a raised five-year capital spending plan that matters to shareholders for future earnings growth and dividends.
FY 2024 net income $1.77 billion ($3.54 per share) vs. $2.56 billion ($5.13) in FY 2023; non-GAAP operating EPS $3.68 vs. $3.48
FY 2024 operating revenues $10.29 billion vs. $11.24 billion in FY 2023
2025 non-GAAP operating earnings guidance of $3.94 to $4.06 per share; midpoint up about 9% over 2024
2025-2029 capital spending plan raised to $22.5 billion to $26 billion, up $3.5 billion from prior plan; indicative 2025 dividend $2.52 per share, up $0.12
Elanco reported fourth-quarter 2024 revenue of $1,020 million, down 1% on a reported basis, and a reported net loss of $8 million, narrower than the $141 million loss a year earlier. For 2025, it guided to adjusted EBITDA of $830 million to $870 million and adjusted EPS of $0.80 to $0.86, both below 2024 levels of $910 million and $0.91, citing about $45 million of foreign exchange headwind to adjusted EBITDA.
Q4 2024 revenue $1,020 million, down 1% reported and up 4% organic constant currency; Q4 adjusted EPS $0.14 vs. $0.08 a year earlier
Full-year 2024 reported net income $338 million vs. a $1,231 million loss in 2023; full-year revenue $4,439 million, flat reported
2025 guidance: revenue $4,445 million to $4,510 million, reported net (loss) income $(25) million to $7 million, adjusted EBITDA $830 million to $870 million
2025 guidance reflects about $110 million revenue and $45 million adjusted EBITDA foreign exchange headwinds; innovation revenue target raised to $640 million to $720 million
Integra LifeSciences reported fourth-quarter 2024 revenue of $442.6 million, up 11.5% on a reported basis but up 3.5% on an organic basis, and adjusted earnings of $0.97 per diluted share versus $0.89. For full-year 2024 it posted a GAAP net loss of $6.9 million, or $(0.09) per diluted share, and adjusted earnings per share fell to $2.56 from $3.10, with 2025 adjusted EPS guided to $2.41 to $2.51.
Q4 2024 revenue $442.6 million, up 11.5% reported and 3.5% organic; GAAP EPS $0.25 in both Q4 2024 and Q4 2023
Full-year 2024 GAAP net loss $6.9 million, or $(0.09) per diluted share, versus GAAP net income of $67.7 million, or $0.84, in 2023
Full-year 2024 adjusted EBITDA $322.2 million, down $47.4 million; 2025 revenue guidance $1,650 million to $1,715 million
Q1 2025 adjusted EPS guidance $0.40 to $0.45; full-year 2025 adjusted EPS guidance $2.41 to $2.51
Atlas Energy Solutions reported fourth-quarter and full-year 2024 results and said it completed its $220.0 million acquisition of Moser Energy Systems on February 24, 2025. Full-year sales rose to $1.1 billion, but net income fell to $59.9 million from $226.5 million in 2023, and fourth-quarter sales declined from the third quarter. The acquisition was funded in part by a $540.0 million term loan and a February 2025 share offering that raised $254.1 million net, and the Moser deal includes about 1.7 million shares of stock consideration.
Full-year 2024 sales rose $442.0 million, or 72.0%, to $1.1 billion, while net income was $59.9 million versus $226.5 million in 2023.
Fourth-quarter 2024 sales fell 10.9% sequentially to $271.3 million, while net income rose to $14.4 million from $3.9 million in the third quarter.
Fourth-quarter Adjusted EBITDA was $63.2 million, down 11.1% sequentially.
Moser acquisition was valued at $220.0 million, including $180.0 million cash; quarterly dividend raised to $0.25 per share, payable February 28, 2025.
Veracyte reported fourth-quarter 2024 revenue up 21% to $118.6 million and full-year 2024 net income of $24.1 million, compared with a net loss in 2023. The company is considering ending funding for its French subsidiary, Veracyte SAS, which could lead to bankruptcy proceedings after a works council consultation unless a buyer is found, and it is not providing total company revenue guidance for 2025.
Q4 2024 total revenue $118.6 million, up 21%; testing revenue $112.2 million, up 24%
Q4 2024 net income $5.1 million, diluted EPS $0.06; full-year 2024 net income $24.1 million, diluted EPS $0.31
2025 testing revenue guidance $470 million to $480 million; no total revenue guidance due to Marseille, France uncertainty
Veracyte SAS may begin bankruptcy proceedings after works council consultation if no funding or buyer is identified
Realty Income reported fourth-quarter 2024 results on February 24, 2025. Total revenue rose to $1.34 billion from $1.08 billion a year earlier, and AFFO per share increased 4.0% to $1.05, but net income available to common stockholders fell to $199.6 million, or $0.23 per share, from $218.4 million, or $0.30 per share, after $143.0 million of impairment provisions. The board also authorized a share repurchase program of up to $2.0 billion, and the company gave 2025 AFFO per share guidance of $4.22 to $4.28.
Q4 2024 net income per share was $0.23, down from $0.30 in Q4 2023; provisions for impairment were $143.0 million in the quarter
Q4 2024 AFFO per share rose 4.0% to $1.05; full-year 2024 AFFO per share rose 4.8% to $4.19
In February 2025, the board authorized a repurchase program of up to $2.0 billion in common stock, expiring January 2028
2025 guidance: net income per share $1.52 to $1.58 and AFFO per share $4.22 to $4.28
Owens Corning reported a fourth-quarter 2024 net loss attributable to the company of $258 million, or $2.97 per diluted share, compared with net earnings of $131 million a year earlier. The loss reflects a $483 million impairment tied to its strategic review and a $91 million loss on sale of a business, while full-year net sales rose 13% to $11.0 billion. Full-year GAAP diluted EPS fell 44% to $7.37, though adjusted diluted EPS rose 10% to $15.91.
Q4 2024 net sales were $2.84 billion, up 23% from $2.30 billion; Q4 net loss attributable to the company was $258 million versus $131 million profit in Q4 2023.
Full-year 2024 net sales were $11.0 billion, up 13%; net earnings attributable to the company were $647 million, down 46%.
Full-year adjusted diluted EPS was $15.91, up 10%; GAAP diluted EPS was $7.37, down 44%.
The company expects Q1 2025 revenue from continuing operations to grow in the mid-20 percent range; the glass reinforcements sale is expected to close in 2025.
Brady Corporation reported fiscal 2025 second-quarter sales of $356.7 million, up 10.6% from a year earlier, with acquisitions adding 10.2 points. GAAP diluted EPS fell 7.8% to $0.83, while adjusted diluted EPS rose 7.5% to $1.00, and the company raised the low end of its full-year adjusted EPS guidance. The company also lowered its GAAP EPS guidance to $3.99 to $4.24 to reflect facility closure and reorganization costs.
Q2 net sales of $356.7 million, up 10.6%; organic sales grew 2.6%
GAAP diluted EPS of $0.83 versus $0.90; adjusted diluted EPS of $1.00 versus $0.93
Full-year adjusted EPS guidance low end raised to $4.45 from $4.40; range now $4.45 to $4.70
GAAP EPS guidance updated to $3.99 to $4.24 from $4.02 to $4.32 for facility closure costs
Vicor reported fourth-quarter 2024 net revenue of $96.2 million, up 3.8% from a year earlier, with net income of $10.2 million, or $0.23 per diluted share, versus $0.19 a year earlier. For the full year, revenue fell 11.4% to $359.1 million and net income dropped to $6.1 million, or $0.14 per diluted share, from $53.6 million, or $1.19, after a $19.5 million litigation-contingency expense. Shareholders see improving quarterly results but a sharp decline for the year.
Q4 2024 net revenue $96.2 million, up 3.8% from $92.7 million a year earlier
Q4 2024 net income $10.2 million, or $0.23 per diluted share, versus $0.19 a year earlier
Full-year 2024 net income $6.1 million, or $0.14 per diluted share, versus $1.19 in 2023
Full-year 2024 included a $19.5 million litigation-contingency expense; Q4 operating cash flow was $10.1 million versus $21.5 million a year earlier
Lamar Advertising reported fourth-quarter 2024 net revenue of $579.6 million, up 4.3%, but a net loss of $1.0 million, or $(0.01) per diluted share, after a $159.7 million revision to its asset retirement obligation. For the full year, net revenue rose 4.6% to $2.21 billion, while net income fell 26.9% to $362.9 million; the company also set 2025 diluted AFFO per share guidance of $8.13 to $8.28.
Q4 2024 net revenue $579.6 million, up 4.3%; net loss $1.0 million versus net income of $149.3 million a year earlier
Full-year 2024 diluted AFFO per share $7.99, up 7.0% and above the top end of revised guidance
2025 guidance: diluted EPS $6.01 to $6.07 and diluted AFFO per share $8.13 to $8.28
Proceeds of $115.1 million from the February 3, 2025 sale of its 20% stake in Vistar Media repaid part of the revolving credit facility
Hasbro reported fiscal 2024 revenue of $4.14 billion, down 17% mainly due to the eOne divestiture, while net earnings attributable to Hasbro were $385.6 million, compared with a loss of $1.49 billion in 2023. The company also issued 2025 guidance calling for adjusted operating margin of 21% to 22% and adjusted EBITDA of $1.1 billion to $1.15 billion, and declared a $0.70 quarterly dividend.
Full year 2024 net revenues were $4,135.5 million, down from $5,003.3 million in 2023; excluding the eOne divestiture, revenue declined 7%.
Reported diluted earnings per share were $2.75 for 2024, compared with a loss of $10.73 per share in 2023.
2025 outlook: adjusted operating margin of 21%-22% and adjusted EBITDA of $1.1 billion to $1.15 billion, with total revenue expected up slightly in constant currency.
Quarterly dividend of $0.70 per share, payable March 12, 2025, to shareholders of record on March 3, 2025.
EPAM reported fourth-quarter 2024 revenue of $1.248 billion, up 7.9% year over year, and GAAP diluted EPS of $1.80, up 8.4%. For full-year 2025, it guided to non-GAAP diluted EPS of $10.45 to $10.75 and GAAP diluted EPS of $6.78 to $7.08, compared with 2024 actuals of $10.86 non-GAAP and $7.84 GAAP.
Oceaneering reported fourth quarter 2024 revenue of $713 million, up 9% from a year earlier, and net income of $56.1 million, or $0.55 per diluted share, versus $0.43 a year earlier. For full year 2024, revenue was $2.7 billion, up 10%, and net income was $147 million, up 51%. The company also adjusted the lower end of its 2025 EBITDA guidance, citing potential impacts of geopolitical uncertainties, while its 2025 consolidated EBITDA range is $380 million to $430 million.
Q4 2024 revenue of $713 million, up 9% year over year; net income of $56.1 million, up 26%; diluted EPS of $0.55 versus $0.43
Full year 2024 revenue of $2.7 billion, up 10%; net income of $147 million, up 51%
2025 guidance: net income of $160 million to $190 million and consolidated EBITDA of $380 million to $430 million, with the lower end of the EBITDA range adjusted
Conference call and webcast scheduled for Thursday, February 20, 2025 at 10:00 a.m. Central Time
PROG Holdings reported fourth-quarter 2024 revenue of $623.3 million, up 8.0% from a year earlier, and net earnings of $57.5 million, compared with $18.6 million. The quarter's net earnings included a $27.6 million deferred tax benefit. The company's full-year 2025 outlook calls for GAAP diluted EPS of $2.82 to $3.22, below the $4.53 it reported for 2024.
Q4 2024 diluted EPS was $1.34, versus $0.41 a year earlier; non-GAAP diluted EPS was $0.80, versus $0.72
Q4 2024 Progressive Leasing GMV was $597.5 million, up 9.1% year over year
Full-year 2025 outlook: total revenues of $2.515 billion to $2.590 billion and diluted EPS of $2.82 to $3.22
Q1 2025 outlook: total revenues of $665 million to $685 million and diluted EPS of $0.73 to $0.78
Charles River Laboratories reported fourth-quarter 2024 revenue of $1.00 billion, down 1.1%, and a GAAP loss of $4.22 per share after a $215.0 million goodwill impairment tied to its Biologics Solutions unit. Non-GAAP EPS rose 8.1% to $2.66 in the quarter, but full-year 2024 non-GAAP EPS fell 3.3% to $10.32, and the company guided to lower 2025 revenue and non-GAAP EPS of $9.10 to $9.60 while planning about $350 million in stock repurchases.
Q4 2024 revenue was $1.00 billion, down 1.1% from $1.01 billion; organic revenue declined 1.8%
Q4 GAAP loss per share was $(4.22), versus $3.62 diluted EPS a year earlier; the goodwill impairment accounted for $4.20 per share
2025 guidance: reported revenue decline of 7.0% to 4.5%; non-GAAP EPS of $9.10 to $9.60 versus $10.32 in 2024
Company plans to repurchase approximately $350 million of common stock in 2025
Trimble reported fourth-quarter 2024 revenue of $983.4 million, up 5% year over year, and non-GAAP diluted EPS of $0.89 versus $0.63 a year earlier. Full-year 2024 revenue fell 3% to $3,683.3 million, and the company set 2025 revenue guidance of $3.37 billion to $3.47 billion. The board also authorized a new $1.0 billion share repurchase program that replaces the prior $800.0 million authorization.
Q4 2024 revenue $983.4 million, up 5%; GAAP diluted EPS $0.36 versus $0.25 a year earlier
Healthcare Realty Trust reported a fourth-quarter 2024 net loss attributable to common stockholders of $106.8 million, or $(0.31) per diluted share, compared with a $40.5 million loss a year earlier, while normalized FFO per share rose to $0.40 from $0.39. The company also named Connie Moore interim President and CEO and guided to a 2025 loss per share of $(0.28) to $(0.20), which matters to shareholders because it signals continued reported losses alongside a leadership transition.
Fourth-quarter total revenues were $309.8 million, down from $330.4 million a year earlier.
Normalized FFO per share was $0.40 for the quarter, at the high end of prior guidance and up 2.5% year over year.
2025 guidance: earnings per share of $(0.28) to $(0.20) and normalized FFO per share of $1.56 to $1.60.
Connie Moore was appointed interim President and CEO, and the board is searching for a permanent CEO; the quarterly dividend is $0.31 per share, payable March 19, 2025.
Innospec reported fourth-quarter 2024 net sales of $466.8 million, down 6% from a year earlier, and a net loss of $70.4 million, or $2.80 per diluted share, driven by a non-cash $155.6 million charge on the buy-out of its UK pension scheme. Excluding special items, adjusted EPS fell to $1.41 from $1.84, and full-year 2024 revenue fell 5% to $1.85 billion, so the charge and weaker sales weigh on shareholder results even as Performance Chemicals and Fuel Specialties operating income grew.
Q4 2024 net sales were $466.8 million, down 6% from $494.7 million in Q4 2023
Q4 GAAP net loss of $70.4 million, or $2.80 per diluted share, including a $155.6 million non-cash UK pension settlement charge
Adjusted EPS was $1.41 in Q4 versus $1.84 a year earlier; full-year adjusted EPS was $5.92 versus $6.09
Net cash was $289.2 million at December 31, 2024, compared with $203.7 million a year earlier
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.
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
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.
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
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%.
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.
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.
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.
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.
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