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).
First Industrial reported fourth-quarter 2024 FFO of $0.71 per share/unit, up from $0.63 a year earlier, and initiated 2025 NAREIT FFO guidance of $2.87 to $2.97 per share/unit, about 10% growth at the midpoint. Fourth-quarter diluted EPS fell to $0.52 from $0.67, while the board raised the quarterly dividend 20.3% to $0.445 per share/unit.
Q4 2024 FFO was $0.71 per share/unit diluted, versus $0.63 a year ago; full-year FFO was $2.65 versus $2.44 in 2023
Q4 2024 diluted EPS was $0.52, versus $0.67 a year ago; full-year 2024 EPS was $2.17 versus $2.07
Quarterly dividend raised to $0.445 per share/unit from $0.37, payable April 21, 2025
2025 FFO guidance of $2.87 to $2.97 per share/unit; conference call and webcast scheduled for February 6, 2025
Johnson Controls said Joakim Weidemanis, formerly an Executive Vice President at Danaher, will succeed George Oliver as chief executive on March 12, 2025, immediately after the annual shareholder meeting. Oliver will remain board chairman until July 31, 2025, and Mark Vergnano will then become independent chairman, so the change affects leadership and executive pay arrangements rather than reported financial results.
Joakim Weidemanis, 55, becomes CEO on March 12, 2025, with a $1,500,000 base salary and a bonus capped at 320% of salary.
Weidemanis receives a one-time equity grant valued at $5,000,000 on March 12, 2025, plus fiscal 2025 long-term incentive awards with a total value of $10,000,000.
George Oliver retires as CEO on March 12, 2025, stays chairman until July 31, 2025, then serves as an advisor at $75,000 per month from August 1, 2025 to December 31, 2025.
The filing also discloses a $5,000,000 retention RSU award for CFO Marc Vandiepenbeeck, with a grant date of March 12, 2025.
Upbound Group completed its acquisition of Bridge IT, Inc. (Brigit) on January 31, 2025, issuing about 2.69 million common shares and approximately $278.67 million in closing cash, subject to post-closing working capital adjustments. Additional deferred consideration of $75 million and up to $60 million in 2026 earnout payments may also be paid, and the company said Brigit adds technology and financial wellness products to its platform.
Acquisition closed January 31, 2025, under a merger agreement dated December 12, 2024.
Closing consideration: about 2.69 million common shares plus about $278.67 million in cash, subject to post-closing adjustments.
Further payments: $75 million deferred (half due 30 days after the first anniversary, remainder by 30 days after the second) and up to $60 million in 2026 earnouts.
Co-founder shares vest over two years; Brigit financial statements and pro forma information will be filed by amendment within 71 days.
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.
Helmerich & Payne reported fiscal first-quarter 2025 net income of $55 million, or $0.54 per diluted share, on operating revenues of $677 million, down from $75 million, or $0.76 per share, on $694 million in the prior quarter. The company completed its KCA Deutag acquisition on January 16, 2025, adding about $5.5 billion in backlog and raising its Middle East contracted rig count from 11 to about 65, while the quarter included $0.17 per share in net after-tax losses from select items.
Net income of $55 million ($0.54 per diluted share) vs. $75 million ($0.76) in the quarter ended September 30, 2024; revenue of $677 million vs. $694 million
Net income included a net $(0.17) per share in after-tax select items, including $(0.08) of transaction and integration costs and $(0.10) of non-cash fair value losses on equity investments
KCA Deutag acquisition completed January 16, 2025, adding approximately $5.5 billion in backlog
Quarterly dividend of $0.25 per share declared December 11, 2024, payable February 28, 2025
UDR reported fourth-quarter 2024 net loss per diluted share of $(0.02), compared with $0.10 a year earlier, and FFOA per diluted share of $0.63, flat year over year. The results include a $37.3 million non-cash loan reserve tied to a joint venture loan, and the company set full-year 2025 FFOA guidance of $2.45 to $2.55 per diluted share, which compares with $2.48 in 2024.
Q4 2024 net income per diluted share was $(0.02), versus $0.10 in Q4 2023; FFO per diluted share was $0.48, below the $0.61 to $0.63 guidance range.
Q4 2024 FFOA per diluted share was $0.63, flat year over year and above the $0.62 to $0.64 guidance range.
Full-year 2025 FFOA guidance is $2.45 to $2.55 per diluted share, versus $2.48 in 2024; the loan reserve is expected to reduce 2025 FFOA by about $0.02 per diluted share.
The board set a 2025 annualized dividend of $1.72 per share, a 1.2% increase, and the company will search for a new chief financial officer.
Envista reported fourth-quarter 2024 sales of $652.9 million, up 1.1% from a year earlier, and GAAP net income of $1.2 million, compared with a loss of $217.4 million in the same quarter of 2023. Adjusted diluted EPS fell to $0.24 from $0.29, and adjusted EBITDA declined to $91.0 million, so headline profit measures moved in different directions. The company also issued full-year 2025 guidance and reported a full-year 2024 net loss of $1,118.6 million, driven by a $1,153.8 million goodwill and intangible asset impairment.
Q4 2024 sales were $652.9 million, with core sales up 2.0%; GAAP diluted EPS was $0.01 versus a loss of $1.27 a year earlier
Q4 2024 adjusted EBITDA was $91.0 million, down from $100.5 million, with a margin of 13.9% versus 15.6%
Full-year 2024 net loss was $1,118.6 million, including a $1,153.8 million goodwill and intangible asset impairment
2025 guidance calls for core sales growth of 1% to 3%, adjusted EBITDA margin of about 14%, and adjusted EPS of $0.95 to $1.05, compared with full-year 2024 adjusted EPS of $0.73
News Corp reported fiscal second-quarter revenue of $2.24 billion, up 5%, and net income from continuing operations of $306 million, up 58%, for the quarter ended December 31, 2024. The company also agreed to sell Foxtel to DAZN for A$3.4 billion enterprise value, with closing expected in the second half of fiscal 2025, subject to regulatory approvals.
Quarterly revenue was $2.24 billion, up 5% from $2.14 billion; Total Segment EBITDA was $478 million, up 20%
Reported EPS from continuing operations was $0.40 versus $0.28 a year earlier; Adjusted EPS was $0.33 versus $0.27
Foxtel sale to DAZN at A$3.4 billion enterprise value; News Corp will receive a minority stake of about 6% in DAZN and one board seat
A semi-annual cash dividend of $0.10 per share is payable April 9, 2025 to holders of record as of March 12, 2025
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
Moelis & Company reported fourth quarter 2024 revenues of $438.7 million, up 104% from the prior year, with GAAP net income of $1.15 per diluted share compared with a loss of $0.08 per share a year earlier. Full year 2024 GAAP revenues were $1,194.5 million and GAAP diluted earnings were $1.78 per share, and the board raised the regular quarterly dividend 8% to $0.65 per share, which shareholders of record on February 18, 2025 will receive on March 27, 2025.
Q4 2024 revenues were $438.7 million, up 104% from $214.9 million in Q4 2023.
Q4 2024 GAAP net income was $99.8 million, or $1.15 per diluted share, versus a net loss of $6.5 million, or $0.08 per share, in Q4 2023.
Full year 2024 GAAP revenues were $1,194.5 million and GAAP diluted EPS was $1.78, versus a loss of $0.36 per share in 2023.
Quarterly dividend increased 8% to $0.65 per share; record date February 18, 2025, payment date March 27, 2025; cash and liquid investments were $560.4 million with no debt.
Sonos said it is reorganizing and reducing its workforce by about 12%, with its interim CEO Tom Conrad citing about 200 eliminated positions. The company expects $15 million to $18 million in restructuring charges, mostly employee severance and benefits, largely in the fiscal second quarter of 2025, and says the changes are meant to improve its operating model and cost structure.
Reduction in force covers approximately 12% of employees; the CEO's letter cites about 200 positions eliminated
Estimated restructuring and related charges of $15 million to $18 million, substantially all severance and benefits
Charges expected to be incurred substantially in fiscal Q2 2025; actual amounts may differ materially
First quarter fiscal 2025 results to be released before market open on February 6, 2025, with a call at 4:15 p.m. Eastern Time
Corpay reported fourth quarter 2024 revenue up 10% to $1,034.4 million, while GAAP net income fell 4% to $246.0 million, which includes about $37 million of net charges and gains. Adjusted EPS rose 21% to $5.36, and the company gave 2025 guidance of $4,350 million to $4,450 million in revenue and $20.75 to $21.25 in adjusted EPS, citing worse foreign exchange, fuel price and interest rate outlooks since November.
Q4 2024 revenue rose 10% to $1,034.4 million; GAAP diluted EPS was $3.44 versus $3.48 a year earlier
Q4 adjusted diluted EPS rose 21% to $5.36; GAAP results include a $90.0 million goodwill impairment and a $121.3 million gain on disposition of a business
2025 guidance: revenue of $4,350 million to $4,450 million and adjusted diluted EPS of $20.75 to $21.25
Company said its 2025 earnings growth outlook is adversely impacted by foreign exchange, fuel price and interest rate trends
Universal Technical Institute reported first-quarter fiscal 2025 results for the period ended December 31, 2024, with revenue of $201.4 million, up 15.3%, and net income of $22.2 million, up 113.2%. The company raised its fiscal 2025 guidance ranges for revenue, net income, diluted EPS, adjusted EBITDA, adjusted free cash flow and new student starts.
Revenue rose 15.3% to $201.4 million from $174.7 million; net income rose to $22.2 million from $10.4 million.
Diluted EPS was $0.40, compared with $0.17 a year earlier; operating expenses rose 8.4% to $174.0 million.
Revised fiscal 2025 revenue guidance is $810 million to $820 million, up from $800 million to $815 million.
Revised fiscal 2025 diluted EPS guidance is $0.96 to $1.04, up from $0.93 to $1.01; adjusted EBITDA guidance is $122 million to $126 million.
Ford reported fourth-quarter 2024 net income of $1.8 billion, compared with a loss of $0.5 billion a year earlier, on revenue of $48.2 billion. For full-year 2024, adjusted EBIT was $10.2 billion, down from $10.4 billion in 2023, and the company forecast 2025 adjusted EBIT of $7.0 billion to $8.5 billion, below 2024's level, with first-quarter 2025 adjusted EBIT expected to be roughly breakeven.
Q4 2024 revenue rose 5% to $48.2 billion; diluted EPS was $0.45 versus a loss of $0.13 a year earlier
Full-year 2024 net income was $5.9 billion and diluted EPS was $1.46, up from $1.08; adjusted EPS fell to $1.84 from $2.01
2025 outlook: adjusted EBIT of $7.0 billion to $8.5 billion, adjusted free cash flow of $3.5 billion to $4.5 billion, and capital spending of $8 billion to $9 billion
Board declared a first-quarter regular dividend and a supplemental dividend of $0.15 per share each, payable March 3 to holders of record on Feb. 18
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
Vishay reported fourth-quarter 2024 revenue of $714.7 million, down from $785.2 million a year earlier, and a GAAP loss of $0.49 per share. The company also recorded a non-cash $66.5 million charge to write off all goodwill in its MOSFETs reporting unit, which drove the full-year 2024 net loss attributable to stockholders of $31.2 million compared with earnings of $323.8 million in 2023.
Q4 2024 revenue was $714.7 million, down from $785.2 million in Q4 2023 and $735.4 million in Q3 2024.
Q4 2024 GAAP loss per share was $0.49; adjusted EPS was $0.00.
Full-year 2024 GAAP net loss attributable to stockholders was $31.2 million, versus earnings of $323.8 million in 2023.
For Q1 2025, management expects revenue of $710 million +/- $20 million and a gross margin of 19.0% +/- 50 basis points, including a 175-200 basis point negative impact related to Newport.
CDW reported fourth-quarter 2024 net sales up 3.3% to $5.2 billion, but net income fell 10.8% and diluted EPS fell 9.8% to $1.97, while full-year net sales declined 1.8% to $21.0 billion. The company also raised its share repurchase authorization by $750 million and declared a quarterly dividend of $0.625 per share.
Q4 2024 net sales were $5.2 billion, up 3.3% from $5.0 billion, while gross profit margin fell to 22.3% from 23.0%.
Q4 2024 diluted EPS was $1.97 versus $2.18 a year earlier; full-year 2024 diluted EPS was $7.97 versus $8.10.
Board authorized a $750 million increase to the buyback program, incremental to $588 million unused as of December 31, 2024.
Quarterly dividend of $0.625 per share is payable March 11, 2025 to holders of record on February 25, 2025.
The New York Times Company reported fourth-quarter 2024 revenue of $726.6 million, up 7.5% year over year, with operating profit of $146.6 million and diluted EPS of $0.75, compared with $0.66 a year earlier. The board approved a $350 million Class A share repurchase program and raised the quarterly dividend by 5 cents to $0.18 per share, and the company guided first-quarter 2025 digital-only subscription revenue to rise 14% to 17%.
Q4 2024 revenue $726.6 million, up 7.5%; operating profit $146.6 million, up 13.6%; diluted EPS $0.75 vs. $0.66
Digital-only subscribers reached 10.82 million, a net addition of 350,000 in the quarter; digital-only ARPU rose 4.4% to $9.65
Board approved a $350 million share repurchase program in February 2025 and a dividend of $0.18 per share payable April 17, 2025
Q1 2025 guidance: digital-only subscription revenue up 14% to 17%; adjusted operating costs up 5% to 6%
Performance Food Group reported fiscal second-quarter 2025 net sales up 9.4% to $15.6 billion and Adjusted EBITDA up 22.5% to $423.0 million, but net income fell 45.8% to $42.4 million and diluted EPS fell 46.0% to $0.27, mainly due to higher interest expense from recent acquisitions. The company raised its full-year fiscal 2025 net sales and Adjusted EBITDA outlook, which matters to shareholders because the higher sales forecast is paired with lower reported profit so far.
Q2 net sales rose 9.4% to $15.6 billion, driven by recent acquisitions including Cheney Brothers.
Q2 net income fell $35.9 million to $42.4 million, primarily due to a $38.8 million increase in interest expense.
Full-year fiscal 2025 net sales outlook raised to about $63 billion to $64 billion from $62.5 billion to $63.5 billion.
Full-year Adjusted EBITDA outlook raised to $1.725 billion to $1.8 billion from $1.7 billion to $1.8 billion.
NCR Voyix's board appointed Executive Chair James G. Kelly as President and Chief Executive Officer, effective February 4, 2025, succeeding David Wilkinson, who also left the board. Kevin Reddy was named non-executive Chair, and the company reaffirmed its full-year 2024 revenue and adjusted EBITDA guidance. The filing gives no new financial results, so the change in leadership and the reaffirmed guidance are the main items for shareholders.
James G. Kelly, 62, becomes President and CEO effective February 4, 2025, and steps down as Executive Chair while remaining a board member.
Kelly's offer letter sets an annual base salary of $700,000, a 125% target bonus and a 2025 target long-term incentive award of $5,425,000.
David Wilkinson's departure is treated as a termination without cause; his consulting agreement covers 60 days at $15,000 per month.
The company reaffirmed its 2024 revenue and adjusted EBITDA guidance and plans to report fourth quarter and full-year 2024 results on February 27, 2025.
Stanley Black & Decker reported fourth quarter 2024 net sales of $3.7 billion, flat versus the prior year, and diluted EPS of $1.28, compared with a diluted loss of $2.03 a year earlier. For full year 2024, revenue fell 3% to $15.4 billion, while diluted EPS was $1.95 versus a loss of $2.07 in 2023. The company's 2025 planning assumptions, which exclude new tariffs, include adjusted EPS of $5.25 and free cash flow of $750 million, but management said tariff planning remains a factor.
Q4 2024 net sales were $3.7 billion, flat versus prior year; Q4 diluted EPS was $1.28 versus a diluted loss of $2.03 in Q4 2023.
Q4 adjusted EPS was $1.49; full year 2024 revenue was $15.4 billion, down 3%, and full year adjusted EPS was $4.36.
2025 planning assumptions excluding new tariffs: adjusted EPS of $5.25 (+/- $0.50), GAAP EPS of $4.05 (+/- $0.65), and free cash flow of $750 million (+/- $100 million).
Full year 2024 free cash flow was $753 million, which supported $1.1 billion in total debt reduction.
Workday announced a restructuring plan to eliminate about 1,750 positions, or 8.5% of its current workforce, and to exit certain owned office space. The company expects fiscal 2025 fourth-quarter and full-year results to be in line with or above prior guidance, except for GAAP operating margin, which will be reduced by the charges from the plan.
Plan expected to cost $230 million to $270 million, with $60 million to $70 million recognized in the fourth quarter of fiscal 2025 and the rest in the first quarter of fiscal 2026
About $145 million to $175 million of the charges are future cash expenditures for severance and related costs; about $50 million to $60 million are non-cash stock-based compensation; about $35 million are non-cash office space impairment c
Actions expected to be substantially complete by the second quarter of fiscal 2026; fourth-quarter GAAP operating margin expected to be 22 to 23 percentage points below non-GAAP margin
Ares Management Corp appointed R. Kipp deVeer and Blair Jacobson as Co-Presidents effective February 5, 2025, while Michael Arougheti stepped down as President and remains Chief Executive Officer. The filing says Ares Capital Corporation also named Kort Schnabel as its CEO effective April 30, 2025, which may matter to shareholders in that affiliated vehicle.
Kipp deVeer and Blair Jacobson appointed Co-Presidents effective February 5, 2025; both will report to CEO Michael Arougheti.
Michael Arougheti, a Co-Founder, stepped down as President but continues as CEO and a Board member.
Kort Schnabel to become CEO of Ares Capital Corporation effective April 30, 2025; Jim Miller will remain sole President there.
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.