1,026 material Form 8-K filings that 834 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).
Alpha Metallurgical Resources reported a fourth-quarter 2024 net loss of $2.1 million, or $0.16 per diluted share, compared with net income of $3.8 million in the third quarter, as weak met coal demand pressured results. The company lowered its 2025 metallurgical coal shipment guidance and raised its cost of coal sales guidance, which points to lower volumes and higher per-ton costs for shareholders.
Q4 2024 net loss of $2.1 million, or $0.16 per diluted share, versus net income of $3.8 million ($0.29 per share) in Q3 2024 and $176.0 million ($12.88 per share) in Q4 2023
Adjusted EBITDA of $53.2 million, up from $49.0 million in Q3 2024 but down from $266.3 million in Q4 2023
2025 metallurgical coal shipment guidance cut to 14.5 million to 15.5 million tons from 15.0 million to 16.0 million tons
2025 cost of coal sales guidance raised to $103.00 to $110.00 per ton from $103.00 to $108.00 per ton
TechnipFMC reported fourth-quarter 2024 revenue of $2,367.3 million, up 13.9% from a year earlier, and net income of $224.7 million, or $0.52 per diluted share, up from $0.12 a year earlier but down 18.2% from the prior quarter. The company raised its 2025 subsea revenue guidance to $8.4-8.8 billion and said 2025 shareholder distributions would grow at least 30%, which matters to shareholders because it signals higher expected revenue and cash returns. Net income included a discrete non-cash tax benefit of $54 million.
Q4 2024 revenue was $2,367.3 million, up 13.9% year over year, and adjusted diluted EPS was $0.54, versus $0.14 a year earlier.
Subsea 2025 revenue guidance was raised to $8.4-8.8 billion from $8.3-8.7 billion; subsea adjusted EBITDA margin guidance is 19-20%, up from 18.5-20%.
Net income included a discrete non-cash tax benefit of $54 million; the company returned $486 million to shareholders in 2024.
Management expects 2025 shareholder distributions to be at least 70% of free cash flow, driving growth of at least 30% year over year.
Life Time Group Holdings reported fourth-quarter 2024 revenue of $663.3 million, up 18.7%, and net income of $37.2 million, up 57.0%. For the full year, revenue rose 18.2% to $2,621.0 million and net income more than doubled to $156.2 million, and the company raised its 2025 outlook based on early 2025 results.
Net debt leverage ratio improved to 2.28x at December 31, 2024, from 3.61x a year earlier
2025 guidance: revenue $2,925 million to $2,975 million, net income $277 million to $284 million, adjusted EBITDA $780 million to $800 million, all raised from January 16, 2025 guidance
Full-year free cash flow of $273.6 million, including $207.4 million of sale-leaseback proceeds
Axon reported fourth-quarter and full-year 2024 results in a shareholder letter filed February 25, 2025, showing revenue of $2.1 billion for the year, up 33%, and Q4 net income of $135 million. The company set 2025 revenue guidance of $2.55 billion to $2.65 billion and Adjusted EBITDA guidance of $640 million to $670 million, which shareholders will weigh against a Q4 operating loss of $16 million driven by stock-based compensation.
Full-year 2024 revenue grew 33% to $2.1 billion; Q4 revenue was $575 million, up 34% year over year
Q4 net income was $135 million, or $1.67 per diluted share; operating loss was $16 million, driven by $131 million of stock-based compensation
2025 guidance: revenue of $2.55 billion to $2.65 billion and Adjusted EBITDA of $640 million to $670 million
Sensors & Other gross margin fell to 32.8% from 46.9% year over year; Sensors & Other revenue grew 18%
Easterly Government Properties reported fourth-quarter 2024 net income of $5.7 million ($0.05 per share fully diluted) and Core FFO of $32.6 million ($0.29 per share). The company raised the lower end of its 2025 Core FFO per share guidance, now $1.18 to $1.21, and the board approved a $0.265 per share dividend for the fourth quarter.
Q4 2024 net income of $5.7 million, or $0.05 per share; Core FFO of $32.6 million, or $0.29 per share
Full-year 2024 net income of $20.6 million ($0.19 per share) and Core FFO of $126.9 million ($1.17 per share); results were at the upper end of raised guidance
2025 Core FFO per share guidance of $1.18 to $1.21 after raising the lower end; assumes $100 million of wholly owned acquisitions
Quarterly dividend of $0.265 per share, payable March 17, 2025 to holders of record on March 5, 2025
JBT Marel reported fourth quarter and full year 2024 results for JBT standalone, with fourth quarter loss from continuing operations of $7 million and full year income from continuing operations of $85 million, down $45 million, reflecting M&A costs and a pension settlement expense. The company also provided 2025 guidance projecting a loss from continuing operations of $70 million to $35 million, with adjusted EPS of $5.50 to $6.10, and raised its cost synergy target to $150 million.
Q4 2024 JBT standalone: record quarterly orders of $523 million; loss from continuing operations of $7 million versus income of $53 million a year earlier
Full year 2024 JBT standalone: revenue of $1,716 million, up 3 percent; adjusted EBITDA of $295 million, up 8 percent
2025 guidance: revenue of $3,575 million to $3,650 million; loss from continuing operations of $70 million to $35 million; adjusted EPS of $5.50 to $6.10
Cost synergy expectation raised from $125 million to $150 million within three years after the January 2, 2025 combination with Marel
APi Group said preliminary 2024 net revenues will exceed its October 2024 guide of about $7 billion and adjusted EBITDA will be in line with the midpoint of its $890 million to $900 million range, before a stronger U.S. dollar. It also gave initial 2025 guidance of $7.3 billion to $7.5 billion in net revenues and $970 million to $1.02 billion in adjusted EBITDA, and closed a repricing of its $2,157 million term loan that cuts the margin by 25 basis points, which the company estimates saves about $5 million a year. The 2024 figures are unaudited and the auditor has not finished its review.
2024 net revenues are expected to be above the October 31, 2024 guide of about $7,000 million; adjusted EBITDA is expected in line with the $890 million to $900 million guided midpoint, before currency impact
2025 guidance: net revenues of $7,300 million to $7,500 million excluding acquisitions or divestitures; adjusted EBITDA of $970 million to $1,020 million, a 13.4% margin at the midpoint
Amendment No. 7 closed February 14, 2025, refinancing approximately $2,157 million of term loans maturing January 3, 2029, with the margin reduced by 25 basis points and about $5 million in annual cash savings
Earnings call scheduled for February 26, 2025; Investor Day set for May 21, 2025
Getty Realty reported fourth-quarter 2024 net earnings of $0.39 per share, up from $0.30 a year earlier, and full-year 2024 AFFO of $2.34 per share, up from $2.25. The company lowered its 2025 AFFO guidance to $2.38 to $2.41 per diluted share from $2.40 to $2.42, citing the potential impact of a recent tenant bankruptcy filing, which lowers the outlook shareholders were given.
Q4 2024 net earnings were $0.39 per share versus $0.30 in Q4 2023; Q4 AFFO was $0.60 per share versus $0.57.
Full-year 2024 AFFO was $2.34 per share, a 4.0% increase from $2.25 in 2023.
2025 AFFO guidance was cut to $2.38 to $2.41 per diluted share from $2.40 to $2.42, due to a recent tenant bankruptcy filing.
The company invested $209.0 million across 78 properties in 2024 at an 8.3% initial cash yield.
NiSource reported full-year 2024 results, with adjusted EPS of $1.75 above its guidance range and GAAP diluted EPS of $1.62, up from $1.48 in 2023. The company raised its 2025 adjusted EPS guidance to $1.85-$1.89 and increased its base capital expenditure plan to $19.4 billion, which it says should support 8%-10% rate base growth and 6%-8% annual adjusted EPS growth for 2025-2029.
2024 GAAP net income available to common shareholders was $739.7 million, or $1.62 per diluted share, versus $661.7 million, or $1.48, in 2023
2024 non-GAAP adjusted net income was $798.6 million, or $1.75 per share, versus $716.3 million, or $1.60, in 2023
2025 non-GAAP adjusted EPS guidance raised to $1.85-$1.89
Base capital expenditure plan increased to $19.4 billion from $19.3 billion, a $100 million increase
Rockwell Automation reported fiscal first-quarter 2025 sales of $1,881 million, down 8.4% from a year earlier, with diluted EPS of $1.61, down 13%. The company lowered its fiscal 2025 reported sales growth range to (5.5)% to 0.5%, citing about (1.5)% of currency impact, while reaffirming its EPS guidance. Shareholders face lower quarterly sales and profit, though the company's EPS guidance was unchanged.
Sales were $1,881 million, down 8.4% from $2,052 million; organic sales fell 7.6%.
Diluted EPS was $1.61 versus $1.86 a year ago; adjusted EPS was $1.83 versus $2.04.
Fiscal 2025 reported sales growth guidance cut to (5.5)% to 0.5% from (4)% to 2%; diluted EPS guidance of $7.65 to $8.85 reaffirmed.
Orders rose about 10% year over year, and the company repurchased shares for $99 million in the quarter.
ESCO reported fiscal first-quarter 2025 sales of $247.0 million, up 13.2%, and GAAP EPS of $0.91 versus $0.59 a year earlier. The company raised its full-year fiscal 2025 adjusted EPS guidance to $5.55 to $5.75 from $5.30 to $5.50, though it now excludes acquisition-related amortization from adjusted EPS. The filing also covered the annual meeting, where directors and executive pay were approved, and a board reduction from nine to eight directors.
Q1 fiscal 2025 sales were $247.0 million, up from $218.3 million; GAAP EPS was $0.91 versus $0.59.
Adjusted EPS excluding acquisition-related amortization was $1.07, up 41% from $0.76 a year earlier.
Full-year fiscal 2025 adjusted EPS guidance raised by $0.25 to $5.55 to $5.75; Q2 adjusted EPS guidance is $1.20 to $1.30.
Pending $550 million SM&P acquisition; US closing conditions met, UK review in final stages. Board size cut to eight after Leon J. Olivier retired.
QuinStreet reported record fiscal second quarter 2025 revenue of $282.6 million for the quarter ended December 31, 2024, up 130% year-over-year, and posted a GAAP net loss of $1.5 million, or $0.03 per diluted share. The company raised its full fiscal 2025 outlook, now expecting revenue of $1.065 billion to $1.105 billion and Adjusted EBITDA of $80 million to $85 million.
Q2 revenue was $282.6 million, up 130% year-over-year, with Auto Insurance revenue up 615% and non-insurance revenue up 15%.
GAAP net loss narrowed to $1.5 million, or $0.03 per diluted share, from a net loss of $11.6 million a year earlier; adjusted net income was $11.9 million, or $0.20 per diluted share.
Adjusted EBITDA was $19.4 million for the quarter, compared with $417 thousand a year earlier.
For fiscal Q3, the company expects revenue of $265 million to $275 million and Adjusted EBITDA of $19.5 million to $20.0 million.
For the quarter ended December 31, 2024, e.l.f. Beauty reported net sales up 31% to $355.3 million, but GAAP diluted earnings per share fell to $0.30 from $0.46 a year earlier. The company lowered its fiscal 2025 outlook, with net sales now expected at $1,300-1,310 million versus the prior $1,315-1,335 million, and it cited softer than expected trends in January.
Q3 net sales rose 31% to $355.3 million; GAAP net income was $17.3 million versus $26.9 million a year earlier.
Q3 GAAP diluted EPS was $0.30 versus $0.46; adjusted diluted EPS was $0.74, flat with the prior year.
Fiscal 2025 net sales outlook cut to $1,300-1,310 million from $1,315-1,335 million; adjusted EBITDA outlook cut to $289-293 million from $304-308 million.
CFO Mandy Fields said the company is taking a prudent approach to the final fiscal quarter given softer January trends.
CMS Energy reported full-year 2024 diluted EPS of $3.33, up from $3.01, and adjusted EPS of $3.34, up from $3.11. It raised its 2025 adjusted EPS guidance to $3.54 to $3.60 from $3.52 to $3.58 and increased its annual dividend by 11 cents to $2.17 per share. Fourth-quarter results were lower than a year earlier, with diluted EPS of $0.87 compared with $1.05.
Full-year 2024 operating revenue was $7.5 billion ($7,515 million) versus $7.5 billion ($7,462 million) in 2023, and net income available to common stockholders was $993 million versus $877 million.
Fourth-quarter 2024 net income available to common stockholders was $262 million, down from $306 million in the fourth quarter of 2023.
2025 adjusted EPS guidance was raised to $3.54 to $3.60 from $3.52 to $3.58 per share, and long-term adjusted EPS growth of 6 to 8 percent was reaffirmed.
The company's 2025 annual dividend is $2.17 per share, up 11 cents, its 19th consecutive annual increase.
Haemonetics reported third-quarter fiscal 2025 revenue of $348.5 million, up 3.7%, and GAAP earnings of $0.74 per diluted share, up from $0.61. The company lowered its fiscal 2025 reported revenue growth guidance to 3% to 5% from 5% to 8% and cut free cash flow guidance to $120 million to $140 million from $130 million to $180 million, while narrowing its adjusted earnings per share guidance to $4.50 to $4.70.
Third-quarter revenue was $348.5 million, up 3.7%, while organic revenue decreased 0.3%.
GAAP earnings per diluted share were $0.74, versus $0.61 a year earlier; adjusted earnings per diluted share were $1.19, up 14.4%.
Fiscal 2025 reported revenue growth guidance was lowered to 3% to 5% from 5% to 8%.
Free cash flow guidance was cut to $120 million to $140 million from $130 million to $180 million; adjusted earnings per share guidance was narrowed to $4.50 to $4.70 from $4.45 to $4.75.
Prestige Consumer Healthcare reported third-quarter fiscal 2025 revenue of $290.3 million, up 2.7%, with diluted EPS of $1.22 versus $1.06 a year earlier. The company raised its fiscal 2025 adjusted diluted EPS outlook to approximately $4.50 from $4.40 to $4.46, and narrowed its revenue outlook to $1,128 million to $1,132 million. Nine-month revenue declined 0.8%, and third-quarter free cash flow fell, so shareholders gain from higher earnings guidance but see mixed trends in sales and cash flow.
Q3 revenue $290.3 million, up 2.7% from $282.7 million; diluted EPS $1.22 versus $1.06
Nine-month revenue $841.2 million, down 0.8%; non-GAAP adjusted diluted EPS $3.20 versus $3.19
FY2025 adjusted diluted EPS outlook raised to approximately $4.50 from $4.40 to $4.46; revenue outlook $1,128 million to $1,132 million
Q3 non-GAAP free cash flow $63.5 million versus $69.5 million; net debt about $0.9 billion, leverage 2.5x
STERIS reported fiscal 2025 third-quarter results for the quarter ended December 31, 2024, with revenue up 6% to $1.4 billion and diluted EPS from continuing operations of $1.75, up from $1.49 a year earlier. The company lowered its fiscal 2025 revenue growth expectation to about 6% from 6.5% to 7.5% and narrowed its adjusted EPS range to $9.05 to $9.15 from $9.05 to $9.25, mainly due to currency. Shareholders get stronger quarterly growth alongside a less optimistic full-year outlook.
Q3 revenue rose 6% to $1.4 billion; diluted EPS from continuing operations was $1.75 versus $1.49
Adjusted diluted EPS was $2.32 versus $2.09 in the prior-year quarter
Fiscal 2025 revenue growth now expected at about 6%, versus prior expectations of 6.5% to 7.5%
Fiscal 2025 adjusted EPS now $9.05 to $9.15, versus $9.05 to $9.25; company cites about a ten cent negative currency impact
MetLife reported fourth quarter 2024 net income of $1.2 billion, or $1.78 per share, up from $574 million, or $0.77 per share, a year earlier. Adjusted earnings per share rose 14% to $2.09, and full year adjusted earnings per share rose 12% to $8.15. The company also raised its adjusted return on equity target to 15% to 17% from 13% to 15%, set a new target of double-digit adjusted earnings per share growth, and lowered its direct expense ratio target.
Q4 2024 net income was $1.2 billion, or $1.78 per share, versus $574 million, or $0.77 per share, in Q4 2023.
Q4 2024 adjusted earnings were $1.5 billion, or $2.09 per share, versus $1.83 per share a year earlier; full year adjusted earnings per share were $8.15, up 12%.
Q4 2024 premiums, fees and other revenues were $14.5 billion, up 6% from the prior-year quarter.
Adjusted ROE target raised to 15% to 17%; direct expense ratio target lowered from 12.3% to 12.1% over the near term and 11.3% over the New Frontier period.
EnerSys reported third-quarter fiscal 2025 net sales of $906.2 million, up 5.2% from a year earlier but below its $920 million to $960 million guidance, and adjusted diluted EPS of $3.12, above its $3.00 to $3.10 guidance. The company cut its full-year net sales forecast to $3,603 million to $3,643 million from $3,675 million to $3,765 million, while raising its full-year adjusted EPS forecast to $9.97 to $10.07 from $9.65 to $9.95, and declared a $0.24 quarterly dividend.
Q3 net sales $906.2 million, up 5.2%, but below the $920 million to $960 million guidance
Q3 adjusted diluted EPS $3.12 versus $2.56 a year earlier and guidance of $3.00 to $3.10; GAAP diluted EPS $2.88
Full-year fiscal 2025 net sales guidance lowered to $3,603 million to $3,643 million; adjusted EPS guidance raised to $9.97 to $10.07
Quarterly dividend of $0.24 per share payable March 28, 2025 to holders of record as of March 14, 2025
PTC reported first-quarter fiscal 2025 revenue of $565 million, up 3% from $550 million, and GAAP EPS of $0.68 versus $0.55, while non-GAAP EPS was $1.10 versus $1.11. The company lowered its full-year fiscal 2025 revenue and EPS guidance, which matters to shareholders because the outlook for the year is now lower than previously stated.
Q1 fiscal 2025 revenue was $565 million, up 3% from $550 million; GAAP EPS was $0.68 versus $0.55 and non-GAAP EPS was $1.10 versus $1.11.
FY2025 revenue guidance was lowered to $2.43 billion to $2.53 billion from $2.505 billion to $2.605 billion.
FY2025 non-GAAP EPS guidance was lowered to $5.30 to $6.00 from $5.60 to $6.30.
Q1 operating cash flow was $238 million, up 27%, and the company repurchased $75 million of its stock.
Johnson Controls reported fiscal first quarter 2025 sales of $5.4 billion, up 4% from a year earlier and up 10% organically, with GAAP EPS of $0.55 and adjusted EPS of $0.64. The company raised its full-year fiscal 2025 adjusted EPS guidance to approximately $3.50 to $3.60 from $3.40 to $3.50, which is a higher outlook for shareholders. The same day, it named Joakim Weidemanis as its next Chief Executive Officer, effective March 12, 2025.
Q1 sales of $5.4 billion rose 4% as reported and 10% organically; GAAP income from continuing operations was $363 million
Full-year fiscal 2025 adjusted EPS guidance raised to approximately $3.50 to $3.60, from $3.40 to $3.50; adjusted segment EBITA margin improvement now more than 80 basis points, up from more than 50
Fiscal Q2 adjusted EPS guidance of approximately $0.77 to $0.79 was initiated
Joakim Weidemanis will succeed George Oliver as CEO effective March 12, 2025, after the 2025 Annual General Meeting
Mondelēz reported fourth-quarter and full-year 2024 results, with net revenues up 1.2% for the year and diluted EPS down 5.5% to $3.42. The company expects 2025 Adjusted EPS to decline about 10% on a constant currency basis due to cocoa cost inflation, which weighs on the outlook for shareholders.
FY 2024 net revenues rose 1.2% to $36.4 billion, with Organic Net Revenue up 4.3%.
Q4 2024 Adjusted EPS was $0.65, down 15.9% on a constant currency basis; Q4 diluted EPS was $1.30.
2025 outlook: Organic Net Revenue growth of about 5%, Adjusted EPS down about 10% constant currency, and Free Cash Flow of $3+ billion.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.