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).
CorVel reported results for the quarter ended December 31, 2024, with revenue of $228 million, up from $202 million a year earlier, and diluted earnings per share of $0.46, up from $0.33. Both headline measures improved, and the company ended the quarter with $163 million in cash and no borrowings. Per-share figures are adjusted for the three-for-one stock split paid December 24, 2024.
Quarterly revenue rose 13% to $228 million; nine-month revenue rose to $664 million from $588 million.
Quarterly gross profit rose 25% to $52.9 million, a 23.2% gross margin, versus $42.2 million a year earlier.
Nine-month diluted EPS was $1.32, compared with $1.09 in the prior-year period, adjusted for the stock split.
The company repurchased $9.6 million of common stock during the quarter and ended with $163 million in cash and no borrowings.
Cabot reported first-quarter fiscal 2025 results for the quarter ended December 31, 2024, with net income attributable to Cabot of $93 million, up from $50 million a year earlier. Net sales were $955 million, roughly flat against $958 million, while Adjusted EPS rose 13% to $1.76, and the company kept its fiscal 2025 Adjusted EPS outlook of $7.40 to $7.80.
Diluted EPS was $1.67 versus $0.88 a year earlier; Adjusted EPS was $1.76 versus $1.56.
Performance Chemicals segment EBIT rose 32% to $45 million; Reinforcement Materials EBIT rose 1% to $130 million.
Operating cash flow was $124 million, and the company returned $66 million to shareholders through dividends and share repurchases.
Fiscal 2025 Adjusted EPS outlook remains in the range of $7.40 to $7.80 and does not include recently announced tariffs.
Cleveland-Cliffs released preliminary fourth-quarter and full-year 2024 results, showing an approximate $85 million adjusted EBITDA loss for Q4 and approximately $775 million for the full year on revenue of approximately $19.2 billion. The company also priced an upsized $850 million offering of 7.500% senior guaranteed notes due 2031, with closing expected February 6, 2025, and says the proceeds will repay borrowings under its asset-based credit facility. The preliminary figures are unaudited, and complete results are due after the market close on February 24, 2025.
Q4 2024 preliminary: steel shipments of 3.8 million net tons, revenues of approximately $4.3 billion, adjusted EBITDA loss of approximately $85 million
Full-year 2024 preliminary: shipments of 15.6 million net tons, revenues of approximately $19.2 billion, adjusted EBITDA of approximately $775 million
Including Stelco, 2024 pro-forma adjusted EBITDA of approximately $1.2 billion
$850 million of 7.500% senior guaranteed notes due 2031 priced, upsized from $750 million; expected to close February 6, 2025
Lumentum appointed Michael Hurlston as President and CEO effective February 7, 2025, succeeding Alan Lowe, who is stepping down and will remain on the Board and as an advisor. The company also released preliminary fiscal second quarter 2025 results, with net revenue of about $402 million and non-GAAP diluted EPS of $0.40 to $0.42, at the high end of or above its prior guidance.
Michael Hurlston becomes President, CEO and a director effective February 7, 2025; he succeeds Alan Lowe, CEO since 2015.
Preliminary fiscal Q2 2025 net revenue is about $402 million, versus prior guidance of $380 million to $400 million.
Preliminary non-GAAP diluted EPS is $0.40 to $0.42, versus prior guidance of $0.30 to $0.40.
Full fiscal Q2 2025 results and earnings call are scheduled after the market closes on February 6, 2025; the results remain preliminary and unaudited.
NewMarket reported fourth quarter 2024 net income of $110.7 million, or $11.56 per share, up from $80.4 million, or $8.38 per share, a year earlier. Full-year net income was $462.4 million, or $48.22 per share, compared with $388.9 million, or $40.44 per share, in 2023, and the filing gives no outlook figures for 2025.
Q4 2024 net sales were $654.6 million, compared with $643.4 million in Q4 2023.
Q4 petroleum additives operating profit rose to $135.7 million from $110.4 million, driven mainly by lower operating costs, while petroleum additives sales fell to $626.1 million from $642.0 million.
Net debt to EBITDA was 1.2 as of December 31, 2024, below the company's target range of 1.5 to 2.0.
A conference call is scheduled for 3:00 p.m. ET on February 4, 2025.
Bath & Body Works said its Chief Human Resources Officer, Deon Riley, ceased serving in that role effective January 31, 2025, and the company will search for a successor. Riley is expected to stay on as a non-executive employee until her separation date on or about March 2, 2025, when her employment is expected to be terminated without cause under her executive severance agreement. For shareholders, this is a senior executive departure with severance terms tied to a release of claims and continued restrictive covenants.
Deon Riley ceased to serve as Chief Human Resources Officer effective January 31, 2025
Expected separation date on or about March 2, 2025, with termination without cause
Severance payments subject to the 2022 executive severance agreement and an effective release of claims
The company will search for a new Chief Human Resources Officer
Patterson-UTI Energy entered a Second Amended and Restated Credit Agreement on January 31, 2025, providing $500 million of committed senior unsecured revolving credit that matures January 31, 2030. The filing replaces the company's credit agreement dated March 27, 2018 and sets borrowing costs tied to its credit rating.
Facility commitments of $500 million, with a $100 million letter of credit sub-facility and a swing line sub-facility of up to $50 million
Maturity date of January 31, 2030; commitments may be increased by up to $200 million, to a maximum of $700 million, subject to conditions
SOFR loans priced at a margin of 1.25% to 2.25% plus a 0.10% adjustment, with the margin set by the company's credit rating
Financial covenants include a total debt to capitalization ratio not exceeding 50% at each fiscal quarter end
United States Lime & Minerals reported fourth quarter 2024 revenues of $80.1 million, up 21.9%, and net income of $27.0 million ($0.94 per diluted share), up 58.8%. For the full year, revenues rose 12.9% to $317.7 million and net income rose 46.0% to $108.8 million, and the Board declared a higher quarterly dividend of $0.06 per share.
Q4 2024 revenues $80.1 million vs. $65.7 million in Q4 2023; gross profit $35.4 million, up 50.2%
Full-year 2024 net income $108.8 million ($3.79 per diluted share) vs. $74.5 million ($2.61) in 2023
Quarterly cash dividend raised to $0.06 per share from $0.05, payable March 14, 2025 to holders of record on February 21, 2025
New Jersey Resources reported first-quarter fiscal 2025 net income of $131.3 million, or $1.32 per share, up from $89.4 million, or $0.91 per share, a year earlier. The gain was helped by a one-time $54.9 million pre-tax gain from the sale of its residential solar portfolio, and the company kept its fiscal 2025 net financial earnings per share guidance of $3.05 to $3.20.
Net income of $131.3 million, or $1.32 per share, versus $89.4 million, or $0.91 per share, in the prior-year quarter
Net financial earnings of $128.9 million, or $1.29 per share, versus $72.4 million, or $0.74 per share
Fiscal 2025 NFEPS guidance maintained at $3.05 to $3.20, which includes the one-time solar sale gain
Webcast presentation scheduled for February 4, 2025, at 10 a.m. ET
Adient Global Holdings, a wholly-owned subsidiary of Adient plc, entered into an indenture for $795 million of 7.500% senior unsecured notes maturing February 15, 2033. Proceeds, together with cash on hand, will redeem its 4.875% senior unsecured notes in full and pay related fees and expenses. The filing does not state the redeemed notes' total amount or any effect on Adient's earnings, but it adds new debt with a 7.500% coupon in place of 4.875% notes.
Notes: $795 million principal, 7.500% coupon, maturing February 15, 2033
Interest payable semi-annually on February 15 and August 15, starting August 15, 2025
Proceeds plus cash on hand to redeem 4.875% senior unsecured notes in full
Early redemption before February 15, 2028 requires a make-whole premium; change of control triggers a 101% repurchase offer
Kyndryl reported fiscal third-quarter 2025 revenue of $3.74 billion, down 5% year over year, while net income was $215 million, compared with a net loss of $12 million a year earlier. Net income includes an after-tax gain of $138 million from the divestiture of its SIS platform in Canada, which the company excludes from adjusted results. The company raised its fiscal 2025 adjusted pretax income and adjusted free cash flow outlook.
Q3 revenue was $3.74 billion, down 5% year over year and 3% in constant currency; diluted EPS was $0.89 versus a loss of $0.05, and adjusted EPS was $0.51.
Fiscal 2025 outlook now calls for adjusted pretax income of at least $475 million and adjusted free cash flow of approximately $350 million.
Total signings were $4.1 billion in the quarter, up 10% on a reported basis, and the company expects approximately 2% constant-currency revenue growth in the fourth quarter.
Healthpeak Properties announced that Chief Operating Officer Thomas Klaritch will retire, stepping down as COO and leader of the outpatient medical segment on March 1, 2025, and leaving employment on September 30, 2025. He will then provide consulting services through the end of 2025 for a fee of $50,000 per month, and his retirement benefits are conditioned on signing a Retirement and Release Agreement. The change affects senior management leadership and the outpatient medical segment, but the filing gives no financial results or guidance.
Klaritch steps down as COO and outpatient medical segment leader effective March 1, 2025
Employment terminates September 30, 2025; consulting services from October 1 to December 31, 2025 at $50,000 per month
Benefits include prorated 2025 bonus based on the average of prior three years' bonuses and prorated 2025 equity awards through September 30, 2025
Benefits are conditioned on signing a Retirement and Release Agreement filed as Exhibit 10.1
Buckle's Compensation Committee approved a fiscal 2025 executive compensation program, consistent with fiscal 2024, covering base salaries, incentive cash bonuses, benefits and restricted stock. The filing also details new performance-based and time-based stock grants made February 2, 2025, and a 2025 Management Incentive Plan tied to pre-bonus net income.
CEO Dennis H. Nelson base salary for fiscal 2025 is $1,300,000; CFO Thomas B. Heacock is $635,000
Nelson received 120,000 non-vested shares on February 2, 2025, of which 110,000 are performance based
Bonus pool equals 2.5% of fiscal 2025 pre-bonus net income as a base amount, plus a share of income above target
Equity Residential reported fourth-quarter and full-year 2024 results and issued 2025 guidance in an 8-K that furnishes its press release. Diluted EPS rose sharply, and full-year normalized FFO per share increased 2.9%, while fourth-quarter FFO per share fell 3.0% and normalized FFO was flat. The filing names Equity Residential (NYSE: EQR), not VIVMARK RESIDENTIAL (VMRK) as stated in the request.
Q4 2024 diluted EPS was $1.10 vs. $0.82 a year earlier; FFO per share was $0.97 vs. $1.00; normalized FFO per share was $1.00, flat.
Full-year 2024 diluted EPS was $2.72 vs. $2.20; normalized FFO per share was $3.89 vs. $3.78.
2025 guidance: EPS of $3.00 to $3.10, normalized FFO per share of $3.90 to $4.00, and same store revenue growth of 2.25% to 3.25%.
The Board voted to increase the 2025 annual common share dividend by 2.6% to $2.77 per share.
Fabrinet reported fiscal second-quarter 2025 results for the period ended December 27, 2024, with revenue of $833.6 million and GAAP diluted EPS of $2.38, both up from the prior-year quarter and above the company's own guidance ranges. It guided third-quarter revenue to $850 million to $870 million and GAAP diluted EPS to $2.32 to $2.40, and its board added up to $100.0 million to the share repurchase program, bringing the total authorization to $534.3 million.
Q2 revenue $833.6 million vs. $712.7 million a year earlier; GAAP net income $86.6 million vs. $69.1 million
GAAP diluted EPS $2.38 vs. $1.89; non-GAAP diluted EPS $2.61 vs. $2.08
Q3 guidance: revenue $850 million to $870 million; GAAP diluted EPS $2.32 to $2.40
Share repurchase authorization expanded by up to $100.0 million to $534.3 million in aggregate
AECOM reported first-quarter fiscal 2025 results for the quarter ended December 31, 2024, with revenue of $4.01 billion, up 3%, and GAAP diluted EPS from continuing operations of $1.33, up 87%. The company raised its fiscal 2025 adjusted EBITDA and adjusted EPS guidance, which matters to shareholders because it signals higher expected profit for the full year.
Revenue was $4.01 billion, up 3%; net service revenue rose 5.5% on an adjusted basis to $1.80 billion.
Adjusted EPS was $1.31, up 25%; GAAP diluted EPS from continuing operations was $1.33, up 87%.
Fiscal 2025 adjusted EPS guidance is $5.05 to $5.20, and adjusted EBITDA guidance is $1,175 million to $1,210 million.
Total backlog reached a record $23.9 billion, up 4%, and the company returned $55 million to shareholders in the quarter.
Western Digital's board appointed Don R. Bennett as Interim Chief Financial Officer, effective February 28, 2025, when Wissam G. Jabre ceases to hold the role. Bennett will also take over as principal financial officer, and he currently leads finance for the company's hard disk drive business.
Don R. Bennett, 55, appointed Interim CFO by the board on January 30, 2025, effective February 28, 2025.
Bennett has been SVP, Finance, and CFO of the HDD business since November 2020 and joined the company in 1995.
Temporary annual base salary of $525,000 and a target short-term incentive of 120% of base salary, through three months after he leaves the interim role.
Healthpeak reported fourth-quarter 2024 net income of $0.01 per share, down from $0.13 a year earlier, and Nareit FFO of $0.44 per share, down from $0.48, while FFO as Adjusted of $0.46 and AFFO of $0.40 per share were up or flat from the prior year. The company also gave 2025 guidance, including diluted earnings per share of $0.30 to $0.36, and raised its quarterly dividend 1.7% to $0.305 per share, with a planned switch to monthly payments starting April 2025.
Q4 2024 net income of $0.01 per share vs $0.13 in Q4 2023; Q4 total revenues of $697,988 thousand vs $553,652 thousand
Q4 2024 Nareit FFO of $0.44 per share vs $0.48; AFFO of $0.40 vs $0.36
2025 guidance: diluted EPS $0.30 to $0.36 and Nareit FFO $1.81 to $1.87 per share, vs 2024 full-year Nareit FFO of $1.61
Dividend raised to $0.305 per share; monthly dividend expected from April 2025; COO Tom Klaritch and GC Jeff Miller depart December 31, 2025
J&J Snack Foods reported fiscal first-quarter 2025 results for the period ended December 28, 2024. Net sales rose 4.1% to $362.6 million, but gross margin fell to 25.9% from 27.2%, and net earnings dropped to $5.1 million from $7.3 million, with diluted EPS of $0.26 versus $0.37 a year earlier. The board also approved a $50 million share repurchase authorization effective for two years.
Net sales increased 4.1% to $362.6 million; gross profit fell 0.7% to $93.9 million.
Operating income was $6.2 million versus $9.7 million a year earlier; diluted EPS was $0.26 versus $0.37.
Board approved a $50 million stock repurchase authorization effective for two years.
Company named two veteran leaders to new Chief Customer Officer and Chief Operating Officer roles.
Clorox reported fiscal second-quarter 2025 net sales down 15% to $1.69 billion and adjusted EPS down 28% to $1.55, with results reflecting the lapping of the August 2023 cyberattack recovery and prior divestitures. The company raised its fiscal 2025 adjusted EPS outlook and said it will acquire P&G's 20% interest in the Glad bags and wraps joint venture when the venture ends on January 31, 2026.
Q2 net sales fell 15% to $1.69 billion; organic sales fell 9%.
Q2 diluted EPS rose 105% to $1.54, while adjusted EPS fell 28% to $1.55 from $2.16.
Fiscal 2025 adjusted EPS outlook raised to $6.95-$7.35 from $6.65-$6.90; diluted EPS outlook raised to $5.52-$5.92 from $5.17-$5.42.
Glad joint venture with P&G ends January 31, 2026; Clorox intends to acquire P&G's 20% interest at fair market value.
Woodward reported first-quarter fiscal 2025 net sales of $773 million, down 2%, and diluted EPS of $1.42, down 3% from a year earlier. The company said its 2025 guidance is unchanged except that adjusted EPS guidance was narrowed to $5.85-$6.25 from $5.75-$6.25, reflecting a lower expected tax rate, which matters to shareholders because the profit decline and the guidance change point in different directions.
Net sales $773 million, down 2%; net earnings $87 million, down 3%
Diluted EPS $1.42, down 3%; adjusted EPS $1.35, down 7%
Free cash flow $1 million, down 81%; cash from operations $35 million, down 26%
Adjusted EPS guidance narrowed to $5.85-$6.25 from $5.75-$6.25; adjusted tax rate now expected to be about 19%, from about 20%
Rambus reported fourth-quarter 2024 GAAP revenue of $161.1 million, up from $122.2 million a year earlier, with net income of $62.2 million and diluted EPS of $0.58 versus $0.53. The company also gave first-quarter 2025 outlook for product revenue of $72 million to $78 million and licensing billings of $59 million to $65 million, but said full revenue guidance will be discussed on its conference call.
Q4 2024 GAAP revenue $161.1 million vs. $122.2 million in Q4 2023; product revenue $73.4 million
Q4 2024 net income $62.2 million vs. $58.5 million; diluted EPS $0.58 vs. $0.53
Q1 2025 outlook: product revenue $72 million to $78 million; licensing billings $59 million to $65 million
Micron patent license agreement extended through 2029
MGIC Investment Corporation reported fourth-quarter 2024 net income of $184.7 million, or $0.72 per diluted share, compared with $184.5 million, or $0.66 per share, a year earlier. Full-year 2024 net income was $763.0 million, or $2.89 per diluted share, up from $2.49 in 2023, though fourth-quarter results were below the third quarter's $200.0 million, or $0.77 per share. The company also repurchased $193.3 million of its stock in the quarter and declared a $0.13 quarterly dividend.
Q4 2024 net income of $184.7 million, or $0.72 per diluted share, versus $0.66 in Q4 2023 and $0.77 in Q3 2024
Full-year 2024 net income of $763.0 million, or $2.89 per diluted share, versus $2.49 in 2023
Q4 net premiums earned of $241.3 million versus $226.4 million a year earlier; new insurance written of $15.9 billion versus $10.9 billion
Repurchased 7.8 million shares for $193.3 million in Q4 2024; repurchased 3.5 million more shares for $85.5 million in January 2025
NAPCO Security Technologies reported fiscal second-quarter results for the three months ended December 31, 2024, with net sales of $43.0 million, down 9.7% from a year earlier. Net income fell 17.0% to $10.5 million and diluted EPS was $0.28 versus $0.34, while recurring service revenue rose 14.4% to $21.2 million. Management attributed the drop in equipment sales to reduced purchases by two large distributors and to project timing, and the board declared a $0.125 per share dividend.
Net sales $43.0 million, down 9.7%; equipment revenues $21.7 million vs $29.0 million a year earlier
Net income $10.5 million, down 17.0%; diluted EPS $0.28 vs $0.34
Gross profit margin 57.0% vs 52.6%; recurring service revenue up 14.4% to $21.2 million
Quarterly dividend of $0.125 per share, payable April 3, 2025, to holders of record on March 12, 2025
EMCOR Group completed its purchase of all outstanding stock of Miller Electric Company, a Southeastern U.S. electrical contractor, for $865 million in cash, subject to customary adjustments. The company said Miller Electric is expected to generate about $805 million in revenue and about $80 million in Adjusted EBITDA in calendar 2024, and that the deal is expected to be modestly accretive to earnings per share in 2025.
Acquisition completed February 3, 2025 for $865 million in cash, funded through cash on hand
Miller Electric expected to generate approximately $805 million in revenue and $80 million in Adjusted EBITDA in calendar 2024
Expected to be modestly accretive to EMCOR's 2025 earnings per share; Miller Electric will join the Electrical Construction Services segment
EMCOR will discuss the acquisition when it reports fourth quarter and full year 2024 results on February 26, 2025
Ollie's Bargain Outlet announced that Eric van der Valk became President and Chief Executive Officer effective February 2, 2025, and joined the Board, while John Swygert moved from CEO to Executive Chairman. The filing completes the leadership succession plan first announced in June 2024, and it sets new pay terms for both executives, including a $775,000 base salary for van der Valk and a $600,000 base salary for Swygert.
Eric van der Valk named President and CEO effective February 2, 2025, after serving as President since June 2024
John Swygert moves from CEO to Executive Chairman; board size increases to 10 from nine
Van der Valk base salary $775,000 with EBITDA-linked bonus target of 100% of salary; Swygert base salary $600,000 with 75% target
Swygert to receive long-term equity grant valued at $1,800,000 on or about February 3, 2025
UMB Financial completed its merger with Heartland Financial USA (HTLF) on January 31, 2025, with HTLF common shareholders receiving 0.55 UMB common shares for each share held. The company said the deal raises its assets to about $68 billion and expands its footprint from eight to 13 states, while UMB's authorized common shares rose from 80,000,000 to 160,000,000 to accommodate the issuance. Shareholders face share dilution from the roughly 24 million shares issued, and the company assumed $150 million of HTLF subordinated notes plus trust preferred debt.
Merger effective at 11:59 p.m. on January 31, 2025; HTLF common holders receive 0.55 UMB common shares per share
Approximately 24 million UMB common shares issued as total aggregate Merger consideration; authorized shares raised from 80,000,000 to 160,000,000
UMB assumed $150,000,000 of 2.75% fixed-to-floating rate subordinated notes due September 15, 2031, plus HTLF trust preferred securities
HTLF banking subsidiary to merge into UMB Bank; banking center and systems conversions anticipated in the fourth quarter of 2025
Saia reported fourth quarter 2024 results on February 3, 2025, with revenue up 5.0% but operating income down 9.9% and diluted earnings per share down from $3.33 to $2.84. For the full year, revenue rose 11.4% to $3.2 billion and diluted EPS reached $13.51 versus $13.26 in 2023, while the company said it expects 2025 net capital expenditures to be over $700 million.
Q4 2024 operating ratio was 87.1% compared with 85.0% in Q4 2023.
Full year 2024 operating income was $482.2 million, up 4.7%, and diluted EPS was $13.51.
Net capital expenditures were $1,040.9 million in 2024, and the company anticipates over $700 million in 2025, subject to market conditions.
Year-end 2024 cash was $19.5 million and total debt was $200.3 million, compared with $296.2 million cash and $16.5 million debt at December 31, 2023.
Simply Good Foods USA, a subsidiary of Simply Good Foods, entered a Repricing Amendment on January 31, 2025 to its 2017 Credit Agreement. The amendment lowers the rate on its Initial Term Loans, which lowers borrowing costs on that debt, and removes the credit spread adjustment on SOFR loans. The filing does not state the loan balance or annual savings.
SOFR-based Initial Term Loans rate reduced from 2.50% to 2.00%
ABR-based Initial Term Loans rate reduced from 1.50% to 1.00%
Credit spread adjustment removed for SOFR loans; prepayment premium period reset to six months after the amendment's effective date
Amendment signed January 31, 2025 with Barclays Bank PLC as administrative agent
IDEXX reported fourth quarter 2024 revenue of $954 million, up 6%, and EPS of $2.62, up 13% as reported. For the full year, revenue rose 6% to $3,898 million and EPS rose 6% to $10.67, after a $0.56 per share charge tied to an ongoing litigation matter. The company also issued initial 2025 guidance of $4,055 million to $4,170 million in revenue and $11.74 to $12.24 in EPS, and assumes about $1.5 billion of share repurchases.
Q4 2024 revenue of $954 million, up 6% as reported and organically; Q4 EPS of $2.62, up 13% as reported
Full year 2024 EPS of $10.67 included a $0.56 per share negative impact from a discrete litigation expense accrual
2025 outlook: revenue of $4,055 million to $4,170 million and EPS of $11.74 to $12.24, both initial estimates
Outlook assumes about $1.5 billion of share repurchases in 2025, subject to market conditions
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.