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).
Patterson-UTI reported a fourth-quarter 2024 net loss of $52 million, or $0.13 per share, compared with net income of $62 million a year earlier. Revenue was $1.2 billion and adjusted EBITDA was $225 million, both down from the prior year and the prior quarter, with lower completion activity cited as a main factor. For shareholders, the quarter shows weaker profit, while the company's full-year free cash flow of $523 million and its 2025 outlook point to continued cash generation.
Q4 2024 revenue of $1.2 billion, versus $1.6 billion in Q4 2023 and $1.4 billion in Q3 2024
Net loss attributable to common stockholders of $52 million ($0.13 per share), including $3 million in merger and integration expenses; Q4 2023 showed a profit of $0.15 per share
Full-year 2024 adjusted free cash flow of $523 million; $417 million returned to shareholders in 2024, including $290 million in share repurchases
For 2025, expected capital expenditures of approximately $600 million and a first-quarter Completion Services adjusted gross profit of approximately $100 million
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
Xcel Energy reported fourth-quarter and full-year 2024 results, with full-year GAAP earnings of $1.94 billion, or $3.44 per share, up from $3.21 in 2023. Full-year operating revenues fell to $13.44 billion from $14.21 billion, and the company reaffirmed its 2025 EPS guidance of $3.75 to $3.85 per share.
Full-year 2024 GAAP EPS was $3.44 versus $3.21 in 2023; ongoing EPS was $3.50 versus $3.35.
Fourth-quarter 2024 GAAP EPS was $0.81 versus $0.74 a year earlier; fourth-quarter ongoing EPS was $0.81 versus $0.83.
Full-year 2024 total operating revenues were $13.44 billion versus $14.21 billion in 2023.
Xcel Energy reaffirmed 2025 EPS guidance of $3.75 to $3.85 per share.
Murphy Oil's Compensation Committee approved on February 4, 2025 an increase in the severance multiplier from 2.0x to 2.5x under existing Severance Protection Agreements with E. Ted Botner and Daniel R. Hanchera. The filing says all other material terms of those agreements are unchanged, and it does not state any financial figures for the change.
Severance multiplier raised from 2.0x to 2.5x for E. Ted Botner (EVP, General Counsel and Corporate Secretary) and Daniel R. Hanchera (SVP, Business Development)
Approved by the Compensation Committee of the Board on February 4, 2025
All other material terms of the agreements remain unaffected
Form of agreement filed as Exhibit 10.38 to the 10-Q filed August 8, 2024
Aflac reported fourth-quarter 2024 net earnings of $1.9 billion, or $3.42 per diluted share, up from $268 million, or $0.46, a year earlier. Fourth-quarter total revenues rose to $5.4 billion from $3.8 billion, and adjusted earnings per diluted share increased 24.8% to $1.56. The company also declared a first-quarter 2025 dividend of $0.58 per share, a 16% increase, and repurchased $750 million of its shares in the quarter.
Q4 2024 net earnings were $1.9 billion, or $3.42 per diluted share, including net investment gains of $1.0 billion, or $1.86 per diluted share.
Q4 2024 adjusted earnings were $865 million, up 18.2% from $732 million; adjusted EPS was $1.56, up 24.8%.
Full-year 2024 net earnings were $5.4 billion, or $9.63 per diluted share, versus $4.7 billion, or $7.78, in 2023; full-year adjusted EPS was $7.21 versus $6.23.
The board declared a first-quarter dividend of $0.58 per share, payable March 3, 2025, to holders of record on February 19, 2025.
Cooper Companies said director William A. Kozy informed the board on January 31, 2025 that he will retire as a director at the company's next annual meeting of stockholders in April 2025. The filing states there are no disagreements between Mr. Kozy and the company on its operations, policies or practices.
William A. Kozy informed the board on January 31, 2025 of his retirement decision.
Retirement is effective on the date of the April 2025 annual meeting of stockholders.
The filing states there are no disagreements between Mr. Kozy and the company.
WEX reported fourth-quarter and full-year 2024 results, with Q4 revenue and adjusted earnings per share both down year over year while full-year revenue and adjusted EPS rose. The company also gave 2025 guidance of $2.60 billion to $2.66 billion in revenue and $14.65 to $15.25 in adjusted EPS per diluted share, a range that sits at or below the 2024 adjusted EPS of $15.28.
Q4 2024 revenue fell 4% to $636.5 million from $663.3 million; Q4 adjusted EPS was $3.57 versus $3.82, down 7%
Full-year 2024 revenue rose 3% to $2.63 billion; adjusted EPS rose 3% to $15.28 and GAAP EPS was $7.50
2025 guidance: revenue of $2.60 billion to $2.66 billion and adjusted EPS of $14.65 to $15.25; Q1 2025 adjusted EPS guidance is $3.35 to $3.50
Q4 2024 share repurchases totaled about $106 million; full-year repurchases totaled about $650 million
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.
Corteva reported fourth-quarter 2024 net sales of $4.0 billion, up 7% from a year earlier, and a GAAP loss from continuing operations of $50 million, smaller than the $231 million loss in the prior-year quarter. For full-year 2024, net sales fell 2% to $16.9 billion and GAAP diluted EPS from continuing operations was $1.22, down from $1.30, while the company refined its 2025 net sales and Operating EPS outlook for currency effects and expects to repurchase about $1 billion of shares in 2025.
Q4 2024 net sales were $3,978 million, up 7%; Q4 GAAP loss from continuing operations was $50 million versus $231 million a year earlier.
Full-year 2024 net sales were $16,908 million, down 2%; GAAP diluted EPS from continuing operations was $1.22 versus $1.30 in 2023.
2025 guidance: net sales of $17.2 billion to $17.6 billion and Operating EPS of $2.70 to $2.95 per share, refined for the stronger U.S. dollar.
The company expects to repurchase approximately $1 billion of shares during 2025 and records approximately $150 million to $165 million in 2025 restructuring charges.
EZCORP reported results for the quarter ended December 31, 2024, its first quarter of fiscal 2025. Total revenues rose 7% to $320.2 million, net income rose 9% to $31.0 million, and diluted earnings per share rose 11% to $0.40 on a GAAP basis. The company will hold an earnings conference call on February 6, 2025.
Pawn loans outstanding rose 13% to $274.8 million; U.S. Pawn loans rose 15%.
Diluted EPS was $0.40, up from $0.36; on an adjusted basis, EPS rose 17% to $0.42.
Merchandise sales gross margin was 35%, down from 36%; net inventory rose 21%.
Latin America Pawn PLO rose 4% as reported and 19% on a constant currency basis.
Globe Life reported fourth quarter 2024 results on February 5, 2025, with net income of $3.01 per diluted share, up from $2.88, and net operating income of $3.14, up 12% from $2.80. The company also projected 2025 net operating income of $13.45 to $14.05 per diluted share, which gives shareholders a range for expected earnings in the coming year.
Q4 2024 net income was $3.01 per diluted share, versus $2.88 a year earlier; net operating income was $3.14 versus $2.80.
Full-year 2024 net income was $11.94 per diluted share, versus $10.07; full-year net operating income was $12.37 versus $10.65.
2025 guidance: net operating income of $13.45 to $14.05 per diluted share for the year ending December 31, 2025.
Q4 legal proceedings reduced net income by $12.5 million after tax, compared with $711 thousand a year earlier.
Phibro Animal Health reported second-quarter results for the period ended December 31, 2024, with net sales up 24% to $309.3 million and net income of $3.2 million, compared with $1.3 million a year earlier. The company also issued fiscal 2025 guidance that includes the Zoetis Medicated Feed Additive portfolio acquired on October 31, 2024, and the filing does not state how the new ranges compare with prior guidance.
Net income of $3.2 million, or $0.08 per diluted share, versus $1.3 million, or $0.03, a year earlier
Adjusted EBITDA of $48.2 million, up $18.7 million, or 64%
Fiscal 2025 guidance: net sales of $1.25 billion to $1.30 billion and adjusted EBITDA of $172 million to $180 million
Interest expense rose to $9.0 million from $4.7 million, due to higher debt tied to the acquisition
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.
Horace Mann reported fourth-quarter and full-year 2024 results, with full-year net income of $103 million ($2.48 per diluted share) versus $45.0 million in 2023, and total revenues of $1,595.2 million, up 6.9%. The company also estimated 2025 core earnings per share at $3.60 to $3.90, and disclosed that Executive Vice President Matthew Sharpe will retire effective March 15, 2025.
Full-year 2024 net income was $103 million, or $2.48 per diluted share, compared with $1.09 per share in 2023; core earnings were $132 million, or $3.18 per share.
Fourth-quarter 2024 net income was $38.2 million, or $0.92 per share, versus $39.5 million, or $0.95 per share, a year earlier; fourth-quarter core earnings per share were $1.62, up from $0.84.
The fourth quarter included a $15.7 million after-tax charge related to non-core legacy commercial exposures.
2025 core EPS is estimated at $3.60 to $3.90, with a double-digit shareholder return on equity.
Murphy USA reported fourth-quarter 2024 net income of $142.5 million, or $6.96 per diluted share, down from $150.0 million, or $7.00, a year earlier. For full-year 2024, net income fell to $502.5 million, or $24.11 per diluted share, from $556.8 million, or $25.49. The company also issued 2025 guidance, which shareholders can compare with the lower 2024 results.
Q4 2024 net income was $142.5 million, or $6.96 per diluted share, versus $150.0 million, or $7.00, in Q4 2023.
Full-year 2024 net income was $502.5 million, or $24.11 per diluted share, versus $556.8 million, or $25.49, in 2023.
Q4 2024 total operating revenues were $4,710.4 million, down from $5,068.9 million; Adjusted EBITDA was $278.3 million, up from $275.2 million.
2025 guidance includes merchandise contribution of $855 million to $875 million and capital expenditures of $450 million to $500 million.
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
Black Hills Corp. reported fourth-quarter 2024 diluted EPS of $1.37, up from $1.17 a year earlier, with net income available for common stock of $98.1 million versus $79.6 million. Full-year 2024 diluted EPS was $3.91, the same as in 2023, while full-year revenue fell to $2.13 billion from $2.33 billion. The company also initiated 2025 EPS guidance of $4.00 to $4.20 and raised its five-year capital forecast by 10% to $4.7 billion.
Q4 2024 diluted EPS $1.37 vs. $1.17 in Q4 2023; quarterly revenue $597.1 million vs. $591.7 million
Full-year 2024 diluted EPS $3.91, unchanged from 2023; full-year revenue $2,127.7 million vs. $2,331.3 million
2025 EPS guidance initiated at $4.00 to $4.20 per share, with an equity issuance of $215 million to $235 million assumed
Quarterly dividend raised 4.0% to $0.676 per share, payable March 1, 2025
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.
O'Reilly Automotive reported fourth-quarter and full-year 2024 results on February 5, 2025, with record revenue for both periods. Fourth-quarter diluted earnings per share rose 3% to $9.50, though net income fell $1 million to $551 million after a $35 million self-insurance reserve charge. The company also guided to 2025 diluted EPS of $42.60 to $43.10 and total revenue of $17.4 billion to $17.7 billion.
Q4 2024 sales rose 7% to $4.10 billion; comparable store sales rose 4.4%
Full-year 2024 sales rose 6% to $16.71 billion; diluted EPS rose 6% to $40.66
Q4 included a $35 million self-insurance charge that reduced diluted EPS by $0.46
2025 guidance: diluted EPS $42.60 to $43.10; comparable store sales 2.0% to 4.0%
Weatherford reported fourth-quarter 2024 revenue of $1,341 million, down 2% from a year earlier, and net income attributable to the company of $112 million, down 20%. For full-year 2024, revenue rose 7% to $5,513 million and net income rose 21% to $506 million. The Board also declared a $0.25 per share quarterly dividend.
Q4 2024 revenue of $1,341 million fell 5% sequentially and 2% year-over-year; full-year revenue of $5,513 million rose 7%.
Q4 2024 diluted income per share was $1.50, compared with $1.90 in Q4 2023; full-year diluted income per share was $6.75, compared with $5.66.
CEO Girish Saligram cited a significant drop in activity in Latin America in the fourth quarter; Latin America revenue of $312 million fell 13% sequentially.
The Board declared a $0.25 per share dividend, payable March 19, 2025, to shareholders of record as of February 21, 2025.
Rayonier reported fourth quarter 2024 net income attributable to Rayonier of $327.1 million ($2.15 per share), up from $126.9 million a year earlier, with $291.1 million of that income from Large Dispositions. Adjusted EBITDA rose 23% to $115.1 million, but the company's 2025 Adjusted EBITDA guidance of $270-300 million is below the $298.8 million reported for full-year 2024, and its 2025 guidance excludes any further asset sales.
Q4 2024 net income attributable to Rayonier was $327.1 million ($2.15 per share), versus $126.9 million ($0.85 per share) in Q4 2023
Q4 2024 Adjusted EBITDA was $115.1 million, versus $93.7 million in the prior year quarter
2025 guidance: net income attributable to Rayonier of $79-100 million, EPS of $0.51-0.64, and Adjusted EBITDA of $270-300 million, versus $298.8 million for full-year 2024
Real Estate segment Adjusted EBITDA is guided to $86-96 million for 2025, down from the 'exceptionally strong' 2024 results
Safehold reported fourth-quarter 2024 results, with revenue of $91.9 million, down 11% from $103.0 million a year earlier, and GAAP earnings per share of $0.36 versus $0.58. For the full year, revenue rose 4% to $365.7 million and GAAP net income attributable to common shareholders was $105.8 million, compared with a loss of $55.0 million in 2023, a year that included a $145.4 million goodwill impairment. The mixed picture matters to shareholders because the quarterly decline and the full-year gain are driven by different factors.
Q4 2024 revenue was $91.9 million, down 11% from $103.0 million; Q4 GAAP EPS was $0.36 versus $0.58.
FY 2024 GAAP EPS was $1.48, compared with a loss of $0.82 in FY 2023, which included a $145.4 million goodwill impairment.
FY 2024 EPS excluding merger, Caret-related costs, non-recurring gains and prior-period credit loss provisions was $1.57, up 8% from $1.45.
Q4 GAAP net income fell 37% year over year, mainly because of a derivative hedge gain recorded in Q4 2023.
Central Garden & Pet reported first quarter fiscal 2025 results for the period ended December 28, 2024, with net sales up 3% to $656 million and EPS of $0.21 versus $0.01 a year earlier. The company kept its fiscal 2025 non-GAAP EPS outlook of $2.20 or better, but management said the quarter benefited from the timing of shipments and promotions.
Net sales rose 3% to $656 million from $635 million a year ago; net income was $14 million versus $0.4 million.
Gross margin improved 160 basis points to 29.8%; operating income rose to $28 million from $8 million.
Cash used by operations was $69 million; the company repurchased $52 million of stock, with $131 million remaining under its authorization.
Fiscal 2025 non-GAAP EPS outlook of $2.20 or better was maintained, excluding acquisitions, divestitures or restructuring.
StoneX reported record fiscal first-quarter results for the quarter ended December 31, 2024, with net operating revenues of $492.1 million, up 17%, and net income of $85.1 million, up 23%. The board also approved a three-for-two stock split, with trading expected on a split-adjusted basis at market open on March 24, 2025. The filing states that per-share figures in the release have not been retroactively adjusted for the split.
Diluted EPS was $2.54, up 19% from $2.13; return on equity was 19.5%.
Other gains of $5.7 million came from class action settlement proceeds, which the company called nonrecurring.
Shareholders of record on March 11, 2025 receive one additional share for every two shares owned, distributed after close on March 21, 2025.
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
Stewart Information Services reported fourth quarter 2024 net income attributable to Stewart of $22.7 million, or $0.80 per diluted share, up from $8.8 million, or $0.32 per diluted share, a year earlier. Total revenues rose to $665.9 million from $582.2 million, and full year 2024 net income was $73.3 million compared with $30.4 million in 2023. Results beat the prior year on every headline measure, though the filing does not provide forward guidance.
Q4 2024 total revenues of $665.9 million, up from $582.2 million in Q4 2023
Q4 2024 adjusted diluted EPS of $1.12, compared with $0.60 a year earlier (non-GAAP)
Full year 2024 diluted EPS of $2.61, compared with $1.11 in 2023
Direct title revenues from commercial operations rose 52% to $95.2 million in Q4 2024
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.
TransUnion's Executive Vice President and Chief Global Solutions Officer, Timothy J. Martin, will retire in September 2026, under a Retirement and Transition Agreement signed January 31, 2025. He stays in his role until a successor starts, then serves in an advisory capacity until retirement, and his base salary drops to $500,000 after the succession date.
Retirement Date set for September 2026; retirement was first disclosed on November 11, 2024
Base salary stays at $612,000 until the successor starts, then falls to $500,000 until retirement
Eligible for fiscal 2024 and 2025 annual bonuses at a 100% target, plus a planned 2025 long-term incentive grant with a $1,000,000 target value
Omega Healthcare Investors reported fourth-quarter and full-year 2024 results, with Q4 net income of $116 million, or $0.41 per share, up from $57 million, or $0.22 per share, a year earlier. The company also issued 2025 Adjusted FFO guidance of $2.90 to $2.98 per diluted share, which gives shareholders a reference point for the year ahead.
Q4 2024 net income was $116 million, or $0.41 per share, versus $57 million, or $0.22 per share, in Q4 2023.
Q4 2024 Adjusted FFO was $214 million, or $0.74 per share, versus $173 million, or $0.68 per share, in Q4 2023.
Q4 2024 total revenues were $279.3 million, a $40.0 million increase over Q4 2023.
The board declared a $0.67 quarterly dividend on January 29, 2025, payable February 18, 2025, to holders of record on February 10, 2025.
Molina Healthcare reported fourth quarter 2024 GAAP earnings of $4.44 per diluted share, up from $3.70 a year earlier, and full year 2024 GAAP EPS of $20.42, up 9%. The company also issued full year 2025 guidance of at least $24.50 adjusted EPS and at least $22.50 GAAP EPS, with premium revenue of approximately $42 billion.
Q4 2024 total revenue was $10,499 million, compared with $9,048 million in Q4 2023
Full year 2024 GAAP EPS was $20.42 (up 9%) and adjusted EPS was $22.65 (up 8%)
2025 guidance includes approximately $1.00 per diluted share of implementation costs for recent Medicaid and Medicare Duals contract wins
Operating cash flow for 2024 was $644 million, compared with $1,662 million in 2023
Deluxe reported fourth quarter and full year 2024 results and gave a full year 2025 outlook. Full year revenue fell 3.2% to $2,121.8 million, but net income rose to $52.9 million from $26.2 million, helped by cost management and lower restructuring spend. Fourth quarter net income fell 16.0% to $12.6 million, and the company guided 2025 revenue to $2.090 to $2.155 billion.
Full year 2024 revenue was $2,121.8 million, down 3.2% from $2,192.3 million in 2023; comparable adjusted revenue fell 1.2%.
Full year 2024 GAAP diluted EPS was $1.18 versus $0.59 in 2023; comparable adjusted diluted EPS rose 7.9% to $3.26.
Fourth quarter 2024 net income was $12.6 million, down from $15.0 million a year earlier.
2025 outlook: revenue of $2.090 to $2.155 billion, adjusted EBITDA of $415 to $435 million, adjusted diluted EPS of $3.25 to $3.55, and free cash flow of $120 to $140 million.
Impinj reported fourth-quarter and full-year 2024 results on February 5, 2025. Fourth-quarter revenue was $91.6 million, up from $70.7 million a year earlier, and full-year GAAP net income was $40.8 million, which included $45.0 million of litigation settlement income. The company guided to first-quarter 2025 revenue of $70.0 million to $73.0 million and a GAAP net loss, and Chief Revenue Officer Jeff Dossett will depart effective February 21, 2025.
Q4 2024 revenue of $91.6 million versus $70.7 million in Q4 2023; GAAP net loss of $2.7 million, or $0.09 per diluted share
Full-year 2024 GAAP net income of $40.8 million, or $1.39 per diluted share, including $45.0 million from litigation settlement income
Q1 2025 outlook: revenue of $70.0 million to $73.0 million; GAAP net loss of $16.8 million to $15.3 million, or $0.59 to $0.53 per share
Chief Revenue Officer Jeff Dossett intends to retire and will leave the company effective February 21, 2025
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.
Mid-America Apartment Communities reported fourth quarter 2024 results on February 5, 2025. Diluted earnings per share rose to $1.42 from $1.37, but Core FFO per diluted share fell to $2.23 from $2.32, and full-year Core FFO per share declined to $8.88 from $9.17. Its initial 2025 Core FFO guidance midpoint of $8.77 is below the 2024 result, which may matter to shareholders weighing the company's near-term earnings outlook.
Q4 2024 diluted EPS $1.42 vs. $1.37 a year earlier; full-year 2024 EPS $4.49 vs. $4.71
Q4 2024 Same Store revenue down 0.2% and Same Store NOI down 2.1% year over year
2025 guidance: Core FFO per diluted share $8.61 to $8.93 (midpoint $8.77); EPS $5.51 to $5.83
Q1 2025 Core FFO guidance $2.08 to $2.24 per diluted share; quarterly dividend of $1.515 per share
Allstate reported fourth quarter and full year 2024 results. Fourth quarter revenue rose 11.3% to $16.5 billion, and net income applicable to common shareholders rose 30.1% to $1.9 billion, with diluted earnings per share of $7.07 compared with $5.52 a year earlier. The company also expects about $1.1 billion of pre-tax, net-of-reinsurance losses from the January California wildfires, and it has agreed to sell two Health and Benefits businesses for a combined $3.25 billion.
Q4 2024 revenue was $16.5 billion, up 11.3% from the prior year quarter; net income applicable to common shareholders was $1.9 billion, up 30.1%.
Q4 2024 diluted earnings per share were $7.07 versus $5.52; adjusted net income was $2.1 billion, or $7.67 per diluted share.
Full year 2024 net income applicable to common shareholders was $4.6 billion, compared with a loss of $316 million in 2023; adjusted net income was $4.9 billion, with an adjusted return on equity of 26.8%.
Expected pre-tax losses from the January California wildfires are about $1.1 billion, net of reinsurance; Group Health and Employer Voluntary Benefits sales have a combined price of $3.25 billion.
Rexford Industrial reported fourth quarter 2024 results on February 5, 2025, with Q4 total revenues of $242.9 million, up from $210.4 million a year earlier. Full-year 2024 net income attributable to common stockholders was $262.9 million, or $1.20 per diluted share, versus $1.12 in 2023, and Core FFO per diluted share rose 6.8% to $2.34. The company also initiated 2025 guidance of $2.37 to $2.41 in Core FFO per diluted share and authorized a $300 million share repurchase program.
Q4 2024 net income attributable to common stockholders was $59.4 million, or $0.27 per diluted share, versus $61.7 million, or $0.29, a year earlier
Q4 2024 Core FFO was $0.58 per diluted share, up 3.6% from $0.56; full-year Core FFO was $2.34, up 6.8%
2025 guidance: net income of $1.21 to $1.25 per diluted share and Core FFO of $2.37 to $2.41 per diluted share
Board authorized up to $300 million of share repurchases over 24 months and a quarterly dividend of $0.43 per share, up 3.0%
SiTime reported fourth-quarter and full-year 2024 results on February 5, 2025. Revenue grew sharply, but the company still posted GAAP net losses for both periods, and the filing gives no revenue or earnings guidance for 2025. Non-GAAP net income was positive, but that measure excludes stock-based compensation and acquisition-related costs.
Q4 2024 net revenue was $68.1 million, up 18% from $57.7 million in Q3 2024 and up 61% from the year-ago period.
Full-year 2024 net revenue was $202.7 million, up 41% from $144.0 million in 2023.
Q4 2024 GAAP net loss was $18.8 million, or $0.80 per diluted share; non-GAAP net income was $11.8 million, or $0.48 per diluted share.
Full-year 2024 GAAP net loss was $93.6 million, or $4.05 per diluted share; non-GAAP net income was $22.2 million, or $0.93 per diluted share.
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
ASGN Incorporated (NYSE: ASGN) reported fourth-quarter 2024 revenue of $985.0 million, down from $1,074.1 million a year earlier, and net income of $42.4 million, down from $50.3 million. For the full year, revenue fell to $4,099.7 million and net income to $175.2 million, and the company estimates first-quarter 2025 revenue of $950.0 million to $970.0 million. The filing names ASGN Incorporated, not Everforth Inc (EFOR) as stated in the request, so these figures are ASGN's.
Q4 2024 net income was $42.4 million ($0.95 per diluted share) versus $50.3 million ($1.06) in Q4 2023.
Full-year 2024 revenue was $4,099.7 million versus $4,450.6 million in 2023; full-year diluted EPS was $3.83 versus $4.50.
Q1 2025 estimates: revenue of $950.0 million to $970.0 million and diluted EPS of $0.63 to $0.69.
On February 4, 2025, ASGN agreed to acquire TopBloc, LLC for $340 million in cash and equity.
ePlus reported results for the three and nine months ended December 31, 2024, with third-quarter net sales up 0.4% to $511.0 million but net earnings down 11.5% to $24.1 million. The company updated its fiscal 2025 outlook to net sales of $2.07 billion to $2.11 billion and adjusted EBITDA of $165.0 million to $171.0 million, and the filing does not state the prior range, so the direction of the change is not stated.
Q3 net sales rose 0.4% to $511.0 million; net earnings fell 11.5% to $24.1 million
Q3 diluted EPS was $0.91 vs $1.02 a year earlier; non-GAAP diluted EPS was $1.06 vs $1.18
Nine-month net sales fell 6.0% to $1,570.7 million; net earnings fell 11.7% to $82.8 million
Fiscal 2025 net sales now expected at $2.07 billion to $2.11 billion; adjusted EBITDA at $165.0 million to $171.0 million
Ensign Group reported fourth-quarter and full-year 2024 results, with revenue and earnings per share both up from 2023. The company also issued 2025 guidance of $6.16 to $6.34 per diluted share and revenue of $4.83 billion to $4.91 billion, which would be higher than 2024 results based on the release's own comparison.
Full-year 2024 total revenue was $4.26 billion, up 14.2%; GAAP diluted EPS was $5.12, up 40.3%, and adjusted diluted EPS was $5.50, up 15.3%.
Fourth-quarter 2024 revenue was $1.13 billion, up 15.5%; GAAP diluted EPS was $1.36 versus $0.38 a year earlier, and adjusted diluted EPS was $1.49.
2025 guidance: diluted EPS of $6.16 to $6.34 and revenue of $4.83 billion to $4.91 billion, based on about 59.5 million diluted shares and a 25.0% tax rate.
Cash on hand was $464.6 million at year-end, with $572.1 million of available line-of-credit capacity.
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.
Kemper reported fourth-quarter 2024 net income of $97.4 million, or $1.51 per diluted share, up from $51.4 million, or $0.80 per share, a year earlier. Total revenues were flat at $1,186.8 million, down $0.4 million, as lower Non-Core Operations premiums offset higher Specialty Property & Casualty earned premiums. For shareholders, profit rose while revenue held steady.
Adjusted Consolidated Net Operating Income was $115.1 million, or $1.78 per diluted share, versus $50.5 million, or $0.78, in Q4 2023.
Specialty Property & Casualty Underlying Combined Ratio was 91.7% versus 98.2% a year earlier.
Parent liquidity was $1.3 billion; the company repurchased about $14 million of stock and is retiring $450 million of senior notes due February 2025.
Full-year 2024 net income was $317.8 million, or $4.91 per diluted share, compared with a net loss of $272.1 million in 2023.
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
Align Technology reported fourth-quarter 2024 revenue of $995.2 million, up 4.0% from a year earlier, while GAAP net income fell 16.3% to $103.8 million, or $1.39 per diluted share, in a quarter that included $37.0 million of restructuring and other charges. For fiscal 2024, revenue rose 3.5% to $4.0 billion while net income fell 5.3% to $421.4 million. The company guided first-quarter 2025 revenue to $965 million to $985 million and expects low single-digit revenue growth for 2025, citing unfavorable foreign exchange.
Q4 2024 GAAP net income was $103.8 million, or $1.39 per diluted share, versus $124.0 million, or $1.64, a year earlier; non-GAAP diluted EPS was $2.44.
Fiscal 2024 revenue was $4.0 billion, up 3.5%, and GAAP diluted EPS was $5.62, versus $5.81 in 2023.
Q1 2025 revenue outlook is $965 million to $985 million, down sequentially from Q4 2024.
Company repurchased $352.9 million of common stock in 2024 and reported $1,043.9 million in cash and cash equivalents as of December 31, 2024.
Digi International reported first fiscal quarter 2025 results for the period ended December 31, 2024. Revenue fell 2% to $104 million, while net income was $10 million compared with a net loss of $3 million a year earlier, and the company left its fiscal 2025 outlook unchanged.
Revenue was $104 million, down 2% from the prior-year quarter.
Net income was $10 million, or $0.27 per diluted share, compared with a net loss of $3 million, or $0.08 per diluted share.
Annualized Recurring Revenue was $120 million at quarter end, up 11%.
Outstanding debt was reduced to $95.0 million, and fiscal 2025 guidance was unchanged, with revenue and Adjusted EBITDA projected to be flat year over year.
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