AI filing briefs · archive

8-K filings in February 2025, explained

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).

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29 of 1,027 briefs match

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First Industrial Q4 FFO rises to $0.71 per share; 2025 FFO guidance $2.87-$2.97

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
AFLAFLAC INC Feb 5, 5:22 PM ET

Aflac Q4 net earnings rise to $1.9 billion; adjusted EPS up 24.8% to $1.56

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
EZPWEZCORP INC Feb 5, 4:50 PM ET

EZCORP Q1 revenue rises 7% to $320.2 million; net income up 9% to $31.0 million

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
GLGLOBE LIFE INC. Feb 5, 4:46 PM ET

Globe Life Q4 net operating income rises 12% to $3.14 per diluted share

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
PAHCPHIBRO ANIMAL HEALTH CORP Feb 5, 4:43 PM ET

Phibro sales rise 24% to $309.3 million in quarter; updates fiscal 2025 guidance

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗

Horace Mann 2024 net income rises to $103 million; 2025 core EPS guidance $3.60-$3.90

Positive earnings Written later 2.025.02

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.
Read the filing on SEC.gov ↗
BKHBLACK HILLS CORP /SD/ Feb 5, 4:33 PM ET

Black Hills Q4 EPS rises to $1.37 from $1.17; sets 2025 EPS guidance at $4.00-$4.20

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
METMETLIFE INC Feb 5, 4:32 PM ET

MetLife raises return target as Q4 adjusted EPS rises 14% to $2.09

Positive guidance Written later 2.027.018.01

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.
Read the filing on SEC.gov ↗
ORLYO REILLY AUTOMOTIVE INC Feb 5, 4:31 PM ET

O'Reilly Automotive Q4 sales up 7% to $4.10 billion; 2025 EPS outlook $42.60-$43.10

Positive earnings Written later 2.02

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%
Read the filing on SEC.gov ↗
CENTCENTRAL GARDEN & PET CO Feb 5, 4:26 PM ET

Central Garden & Pet Q1 sales rise 3% to $656 million, EPS $0.21; outlook kept

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
SNEXStoneX Group Inc. Feb 5, 4:25 PM ET

StoneX Group reports record Q1 net income of $85.1 million, up 23%

Positive earnings Written later 2.028.01

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.
Read the filing on SEC.gov ↗

Stewart Information Services reports Q4 net income up to $22.7 million, EPS $0.80

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗

Omega Healthcare Q4 net income rises to $116 million; 2025 AFFO guidance $2.90-$2.98

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
MOHMOLINA HEALTHCARE, INC. Feb 5, 4:18 PM ET

Molina Healthcare Q4 EPS rises to $4.44; 2025 adjusted EPS guidance at least $24.50

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
NWSNEWS CORP Feb 5, 4:16 PM ET

News Corp Q2 profit rises 58% to $306 million; agrees to sell Foxtel to DAZN

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
MCMoelis & Co Feb 5, 4:15 PM ET

Moelis Q4 revenue rises 104% to $438.7 million; quarterly dividend raised 8% to $0.65

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
ALLALLSTATE CORP Feb 5, 4:15 PM ET

Allstate Q4 2024 net income rises 30.1% to $1.9 billion as revenue grows 11.3%

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

Rexford Industrial Q4 Core FFO per share up 3.6% to $0.58; 2025 guidance set

Positive earnings Written later 2.027.01

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%
Read the filing on SEC.gov ↗
ENSGENSIGN GROUP, INC Feb 5, 4:10 PM ET

Ensign Group 2024 GAAP EPS rises 40.3% to $5.12; 2025 guidance $6.16 to $6.34

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

Universal Technical Institute Q1 revenue rises 15.3% to $201.4 million; guidance raised

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
KMPRKEMPER Corp Feb 5, 4:09 PM ET

Kemper Q4 2024 net income rises to $97.4 million, or $1.51 per diluted share

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

Cognizant Q4 revenue rises 6.8% to $5.1 billion; 2025 revenue and EPS guidance issued

Positive earnings Written later 2.027.01

Cognizant reported fourth-quarter and full-year 2024 results on February 5, 2025. Fourth-quarter revenue rose 6.8% year-over-year, and full-year GAAP diluted EPS rose to $4.51 from $4.21, while fourth-quarter GAAP diluted EPS slipped to $1.10 from $1.11. The company guided 2025 revenue to $20.3 billion to $20.8 billion and adjusted diluted EPS to $4.90 to $5.06.

  • Q4 2024 revenue was $5.1 billion (5,082 million), up 6.8% year-over-year; GAAP diluted EPS was $1.10 versus $1.11 a year earlier.
  • Full-year 2024 revenue was $19.7 billion, up 2.0%; GAAP diluted EPS was $4.51 versus $4.21 in 2023.
  • 2025 guidance: full-year revenue of $20.3 billion to $20.8 billion and adjusted diluted EPS of $4.90 to $5.06.
  • Cognizant returned $1.2 billion to shareholders in 2024 and declared a quarterly dividend of $0.31 per share, up 3%, payable February 26, 2025.
Read the filing on SEC.gov ↗
COHRCOHERENT CORP. Feb 5, 4:05 PM ET

Coherent posts Q2 revenue of $1.43 billion, up 27%; GAAP EPS $0.44 vs. loss a year earlier

Positive earnings Written later 2.027.01

Coherent Corp. reported fiscal second-quarter 2025 results for the quarter ended December 31, 2024, with revenue of $1.43 billion, up 27% from a year earlier, and GAAP diluted earnings of $0.44 per share, compared with a loss of $0.38 per share in the prior-year quarter. The company also gave third-quarter fiscal 2025 revenue guidance of $1.39 billion to $1.48 billion and non-GAAP EPS guidance of $0.75 to $0.95, and said it paid down $132 million of debt.

  • Q2 revenue was $1.43 billion, up 26.8% year over year and 6.4% sequentially from $1.35 billion.
  • GAAP diluted EPS was $0.44; non-GAAP diluted EPS was $0.95, versus $0.27 a year earlier.
  • Q3 fiscal 2025 guidance: revenue of $1.39 billion to $1.48 billion; non-GAAP gross margin of 37% to 39%; non-GAAP EPS of $0.75 to $0.95.
  • The CFO said the company paid down $132 million of outstanding debt in the quarter.
Read the filing on SEC.gov ↗

Johnson Controls raises FY25 guidance after Q1 sales rise 4% and GAAP EPS of $0.55

Positive guidance Written later 2.027.01

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
Read the filing on SEC.gov ↗
TROWPRICE T ROWE GROUP INC Feb 5, 7:10 AM ET

T. Rowe Price Q4 net revenues rise 11.1% to $1.82 billion; adjusted EPS $2.12

Positive earnings Written later 2.027.01

T. Rowe Price reported fourth-quarter 2024 net revenues of $1.82 billion, up 11.1% from a year earlier, and diluted earnings per share of $1.92, compared with $1.90 in the fourth quarter of 2023. Net client outflows were $19.3 billion in the quarter and $43.2 billion for the full year, and assets under management ended 2024 at $1.61 trillion. The financial results are unaudited, with the audit by KPMG expected to be completed in mid-February 2025.

  • Q4 2024 net revenues of $1.82 billion, up 11.1% from Q4 2023 and 2.2% from Q3 2024.
  • Q4 2024 diluted EPS of $1.92 versus $1.90 a year earlier; adjusted diluted EPS of $2.12 versus $1.72.
  • Net client outflows of $19.3 billion in Q4 2024 and $43.2 billion for 2024; ending AUM of $1.61 trillion.
  • Returned $355 million to stockholders in Q4 2024; expects 2025 effective tax rate of 23.0% to 27.0% on a U.S. GAAP basis.
Read the filing on SEC.gov ↗
NYTNEW YORK TIMES CO Feb 5, 7:04 AM ET

New York Times Q4 revenue rose 7.5% to $726.6 million; operating profit up 13.6%

Positive earnings Written later 2.02

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%
Read the filing on SEC.gov ↗
EVREvercore Inc. Feb 5, 6:45 AM ET

Evercore Q4 net revenues rise 24% to $975.3 million; diluted EPS $3.30

Positive earnings Written later 2.02

Evercore reported fourth-quarter 2024 results on a U.S. GAAP basis, with net revenues of $975.3 million, up 24% from a year earlier, and net income attributable to the firm of $140.4 million, up from $82.7 million. The company also declared a quarterly dividend of $0.80 per share, payable March 14, 2025, which matters to shareholders because it sets the near-term cash return on their shares.

  • Q4 2024 U.S. GAAP net revenues were $975.3 million, up 24% from $784.2 million in Q4 2023.
  • Q4 2024 diluted EPS was $3.30 versus $2.03 a year earlier; full-year 2024 diluted EPS was $9.08 versus $6.37.
  • Full-year 2024 net revenues were $2,979.6 million, up 23%, and the company returned $590.6 million to shareholders through dividends and repurchases.
  • Quarterly dividend of $0.80 per share is payable March 14, 2025, to holders of record on February 28, 2025.
Read the filing on SEC.gov ↗
TECHBIO-TECHNE Corp Feb 5, 6:30 AM ET

Bio-Techne Q2 sales rise 9% to $297.0 million; GAAP EPS $0.22 vs $0.17

Positive earnings Written later 2.025.028.01

Bio-Techne reported second-quarter fiscal 2025 results with net sales up 9% to $297.0 million and GAAP diluted EPS of $0.22, up from $0.17 a year earlier. Adjusted EPS rose to $0.42 from $0.40, while the adjusted operating margin held flat at 30.1%. For shareholders, quarterly revenue and profit both improved, though six-month GAAP diluted EPS was $0.42 versus $0.49 a year earlier.

  • Net sales rose 9% to $297.0 million for the quarter ended December 31, 2024.
  • GAAP diluted EPS was $0.22 versus $0.17; adjusted diluted EPS was $0.42 versus $0.40.
  • GAAP operating income increased 25% to $47.4 million; adjusted operating margin was flat at 30.1%.
  • Board appointed Dr. Amy Herr as an independent director effective February 1, 2025; a $0.08 per share quarterly dividend was also declared.
Read the filing on SEC.gov ↗
ARESAres Management Corp Feb 5, 6:17 AM ET

Ares Management Q4 revenue rises 19% to $1.26 billion; GAAP EPS falls to $0.72

Positive earnings Written later 2.027.01

Ares Management reported fourth-quarter 2024 results on February 5, 2025, with total revenues of $1.26 billion, up from $1.05 billion a year earlier. Fee related earnings rose 7% to $396.2 million and after-tax realized income per share rose 2% to $1.23, while GAAP basic EPS fell to $0.72 from $0.88 after a $22.8 million Series B preferred dividend was deducted. The company also declared a quarterly common dividend of $1.12 per share, payable March 31, 2025.

  • Total revenues of $1,258,997 thousand for Q4 2024 versus $1,053,981 thousand for Q4 2023
  • GAAP net income attributable to Ares Management of $177.3 million; $154.5 million to Class A and non-voting common stockholders after the preferred dividend
  • After-tax realized income of $434.7 million, or $1.23 per Class A share, up 9% in dollars
  • Quarterly common dividend of $1.12 per share payable March 31, 2025 to holders of record on March 17, 2025
Read the filing on SEC.gov ↗

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.