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).
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 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%
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.
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.