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).
Post Holdings reported first-quarter fiscal 2025 results for the period ended December 31, 2024, with net sales of $1,974.7 million, up 0.4%, and net earnings of $113.3 million, up 28.6%. The company raised its fiscal 2025 Adjusted EBITDA outlook to $1,420-$1,460 million from $1,410-$1,460 million and approved a new $500 million share repurchase authorization effective February 10, 2025, which replaces the existing program.
Net sales were $1,974.7 million, up 0.4% from $1,965.9 million; diluted EPS was $1.78 versus $1.35 a year earlier
Adjusted diluted EPS was $1.73 versus $1.69; Adjusted net earnings were $111.9 million versus $113.7 million
Fiscal 2025 Adjusted EBITDA outlook raised to $1,420-$1,460 million from $1,410-$1,460 million
New $500 million buyback approved February 4, 2025; $200.2 million remained under the existing authorization as of February 6, 2025, which will be cancelled February 9, 2025
CNO Financial Group reported fourth-quarter 2024 net income of $166.1 million, or $1.58 per diluted share, up from $36.3 million, or $0.32, a year earlier. Net operating income, which excludes non-economic market-volatility accounting impacts, rose to $138.0 million, or $1.31 per diluted share, from $133.9 million, or $1.18. For shareholders, full-year 2024 net income was $404.0 million, or $3.74 per diluted share, versus $276.5 million, or $2.40, in 2023, and the company returned $349.3 million to shareholders during the year.
4Q24 net income $166.1 million, $1.58 per diluted share, versus $36.3 million, $0.32 in 4Q23
4Q24 net operating income $138.0 million, $1.31 per diluted share, versus $133.9 million, $1.18 in 4Q23
Full-year 2024 net income $404.0 million, $3.74 per diluted share, versus $276.5 million, $2.40 in 2023
Returned $349.3 million to shareholders in 2024; $240.3 million of repurchase authority remained at December 31, 2024
Principal Financial Group reported fourth-quarter and full-year 2024 results, with GAAP net income of $905.4 million in the quarter versus a $871.7 million loss a year earlier. It also raised its first-quarter 2025 dividend to $0.75 per share and approved a new $1.5 billion share repurchase authorization, while its 2025 outlook is consistent with long-term targets of 9-12% non-GAAP operating EPS growth.
4Q24 GAAP net income attributable to PFG was $905.4 million, or $3.92 per diluted share, compared with a loss of $871.7 million, or $3.66 per share, in 4Q23
4Q24 non-GAAP operating earnings per diluted share were $1.94, up 6% from $1.83; full-year 2024 was $7.65 excluding significant variances, up 11%
Quarterly dividend raised to $0.75 per share, payable March 28, 2025, to shareholders of record as of March 12, 2025
Board approved a new $1.5 billion share repurchase authorization; about $0.8 billion remained under the prior authorization at December 31, 2024
Regency Centers reported fourth-quarter and full-year 2024 results and gave initial 2025 guidance. Nareit FFO per diluted share rose to $1.09 in the fourth quarter from $1.02 a year earlier, while net income per diluted share slipped to $0.46 from $0.47, including a $14.3 million impairment charge. The company guided to 2025 Core Operating Earnings of $4.30 to $4.36 per share, above the $4.13 reported for 2024.
Q4 2024 Nareit FFO was $199.5 million, or $1.09 per diluted share, versus $1.02 in Q4 2023; full-year 2024 Nareit FFO was $4.30 per share.
Q4 2024 net income attributable to common shareholders was $83.1 million, or $0.46 per diluted share, versus $0.47 a year earlier; the quarter included a $14.3 million impairment charge.
2025 guidance: Nareit FFO of $4.52 to $4.58 per diluted share and Core Operating Earnings of $4.30 to $4.36, compared with 2024 actuals of $4.30 and $4.13.
Same Property percent leased reached a record 96.7% at December 31, 2024; the quarterly common dividend declared February 4, 2025 is $0.705 per share.
Victory Capital reported fourth-quarter 2024 revenue of $232.4 million, up 12.9% from a year earlier, and GAAP net income of $76.9 million, or $1.17 per diluted share, up 39.4% from $55.2 million. Compared with the third quarter, net income fell 6.2%, and the company cited a $15.6 million increase in compensation-related expenses. The board also approved a new $200 million share repurchase plan and a 7% increase in the quarterly dividend to $0.47 per share.
Q4 2024 revenue $232.4 million, up 12.9% from $205.8 million in Q4 2023
GAAP diluted EPS $1.17 for Q4 2024, versus $0.82 in Q4 2023 and $1.24 in Q3 2024
Adjusted net income with tax benefit per diluted share $1.45, versus $1.15 a year earlier
New $200 million share repurchase plan; quarterly dividend raised to $0.47, payable March 10, 2025
Powell Industries reported first quarter fiscal 2025 results for the period ended December 31, 2024, with revenue up 24% from the prior year and diluted earnings per share of $2.86, up from $1.98. Net income rose 44% to $34.8 million, and new orders grew to $269 million, though revenue and profit both fell sequentially from the fourth quarter, which the company attributed mainly to seasonality. Management said it expects robust revenue and earnings through the rest of fiscal 2025.
Revenue of $241.4 million, up 24% year over year but down 12% from $275.1 million in the fourth quarter of fiscal 2024
Net income of $34.8 million, or $2.86 per diluted share, up 44% from $1.98 a year earlier
New orders of $269 million versus $198 million a year earlier; backlog steady at $1.3 billion
Conference call scheduled for February 7, 2025 at 11:00 a.m. Eastern time
Encompass Health reported fourth-quarter 2024 net operating revenue of $1,405.0 million, up 12.7%, and diluted earnings per share from continuing operations of $1.18, up from $0.94 a year earlier. The company also issued 2025 guidance for net operating revenue of $5,800 million to $5,900 million, Adjusted EBITDA of $1,160 million to $1,200 million, and adjusted earnings per share of $4.67 to $4.96.
Q4 2024 net operating revenue was $1,405.0 million, up from $1,246.8 million; diluted EPS from continuing operations was $1.18 versus $0.94
Q4 2024 Adjusted EBITDA was $289.6 million, up 13.6%; adjusted EPS was $1.17 versus $0.95
2025 guidance: net operating revenue $5,800 million to $5,900 million; Adjusted EBITDA $1,160 million to $1,200 million; adjusted EPS $4.67 to $4.96
Management will discuss results on an earnings call at 10:00 a.m. Eastern Time on February 7, 2025
COPT Defense Properties reported fourth-quarter and full-year 2024 results in an earnings release furnished as Exhibit 99.1. Full-year net income was $143.9 million, compared with a net loss of $74.3 million in 2023, which included impairment losses on real estate, and revenue rose to $753.3 million from $685.0 million.
Q4 2024 FFO per diluted share was $0.64, up from $0.62 in Q4 2023; full-year FFO per diluted share was $2.57, up from $2.41.
Q4 2024 diluted EPS was $0.31, compared with $0.30 in Q4 2023; full-year 2024 diluted EPS was $1.23, compared with a loss of $0.67 in 2023.
Q4 2024 total revenues were $183.4 million, up from $179.7 million; quarterly dividend per share was $0.295, up from $0.285.
Q4 2024 diluted AFFO was $47.9 million, down from $54.3 million in Q4 2023, while full-year diluted AFFO rose to $222.2 million from $203.0 million.
Lumentum reported fiscal second quarter 2025 net revenue of $402.2 million, up 19.4% from the prior quarter and 9.7% from a year earlier, with GAAP net loss narrowing to $60.9 million, or $0.88 per diluted share. It guided fiscal third quarter net revenue to $410 million to $425 million and non-GAAP diluted EPS to $0.47 to $0.53, and said CEO Alan Lowe will transition to Michael Hurlston.
Q2 net revenue $402.2 million vs. $336.9 million in Q1 and $366.8 million in Q2 2024
GAAP net loss $60.9 million ($0.88 per diluted share) vs. $82.4 million in Q1 and $99.1 million in Q2 2024
Q3 fiscal 2025 outlook: net revenue $410 million to $425 million; non-GAAP diluted EPS $0.47 to $0.53
Cash, cash equivalents and short-term investments were $896.7 million, down $19.4 million from Q1
ESCO reported fiscal first-quarter 2025 sales of $247.0 million, up 13.2%, and GAAP EPS of $0.91 versus $0.59 a year earlier. The company raised its full-year fiscal 2025 adjusted EPS guidance to $5.55 to $5.75 from $5.30 to $5.50, though it now excludes acquisition-related amortization from adjusted EPS. The filing also covered the annual meeting, where directors and executive pay were approved, and a board reduction from nine to eight directors.
Q1 fiscal 2025 sales were $247.0 million, up from $218.3 million; GAAP EPS was $0.91 versus $0.59.
Adjusted EPS excluding acquisition-related amortization was $1.07, up 41% from $0.76 a year earlier.
Full-year fiscal 2025 adjusted EPS guidance raised by $0.25 to $5.55 to $5.75; Q2 adjusted EPS guidance is $1.20 to $1.30.
Pending $550 million SM&P acquisition; US closing conditions met, UK review in final stages. Board size cut to eight after Leon J. Olivier retired.
QuinStreet reported record fiscal second quarter 2025 revenue of $282.6 million for the quarter ended December 31, 2024, up 130% year-over-year, and posted a GAAP net loss of $1.5 million, or $0.03 per diluted share. The company raised its full fiscal 2025 outlook, now expecting revenue of $1.065 billion to $1.105 billion and Adjusted EBITDA of $80 million to $85 million.
Q2 revenue was $282.6 million, up 130% year-over-year, with Auto Insurance revenue up 615% and non-insurance revenue up 15%.
GAAP net loss narrowed to $1.5 million, or $0.03 per diluted share, from a net loss of $11.6 million a year earlier; adjusted net income was $11.9 million, or $0.20 per diluted share.
Adjusted EBITDA was $19.4 million for the quarter, compared with $417 thousand a year earlier.
For fiscal Q3, the company expects revenue of $265 million to $275 million and Adjusted EBITDA of $19.5 million to $20.0 million.
NMI Holdings reported fourth-quarter 2024 net income of $86.2 million, or $1.07 per diluted share, up from $83.4 million and $1.01 a year earlier but down from $92.8 million and $1.15 in the third quarter. Full-year 2024 net income rose to $360.1 million, or $4.43 per diluted share, from $322.1 million, or $3.84, in 2023, and the board authorized an additional $250 million share repurchase through December 31, 2027.
Q4 2024 net income $86.2 million, $1.07 per diluted share, vs. $83.4 million, $1.01 in Q4 2023 and $92.8 million, $1.15 in Q3 2024
Full-year 2024 net income $360.1 million, $4.43 per diluted share, vs. $322.1 million, $3.84 in 2023; adjusted diluted EPS $4.50
Q4 2024 loss ratio 12.0%, up from 6.2% a year earlier and 7.2% in Q3 2024; total revenue $166.5 million
Board authorized an additional $250 million share repurchase plan effective through December 31, 2027
Fortinet reported fourth-quarter 2024 revenue of $1.66 billion, up 17.3% from a year earlier, and GAAP diluted EPS of $0.68 versus $0.40. It also issued 2025 revenue guidance of $6.650 billion to $6.850 billion, compared with full-year 2024 revenue of $5.96 billion. Chief Financial Officer Keith Jensen plans to retire on May 15, 2025, and Chief Accounting Officer Christiane Ohlgart is expected to succeed him, which shareholders may watch during the transition.
Q4 2024 revenue was $1.66 billion, up 17.3% from $1.42 billion; GAAP net income was $526.2 million.
GAAP diluted EPS was $0.68 for Q4 2024, compared with $0.40 a year earlier.
2025 guidance: revenue of $6.650 billion to $6.850 billion; Q1 2025 revenue of $1.500 billion to $1.560 billion.
Keith Jensen, 66, will retire May 15, 2025 and remain in service through June 30, 2025; Christiane Ohlgart is set to become CFO.
Phillips Edison & Company reported fourth quarter and full-year 2024 results and issued 2025 guidance. Fourth quarter net income attributable to stockholders rose to $18.1 million, or $0.15 per diluted share, from $13.5 million, or $0.11, a year earlier, and full-year Core FFO per share reached $2.43, up 3.8%. For 2025, the company guided Core FFO per share to $2.52 to $2.59, which it says represents 5.1% growth at the midpoint, and gross acquisitions of $350 million to $450 million.
Q4 2024 net income attributable to stockholders was $18.1 million, or $0.15 per diluted share, versus $13.5 million, or $0.11, in Q4 2023.
Q4 2024 Core FFO was $85.8 million, or $0.62 per diluted share, up 10.2%; full-year Core FFO was $2.43 per diluted share, up 3.8%.
2025 guidance: Core FFO per share $2.52 to $2.59; Nareit FFO per share $2.47 to $2.54; net income per share $0.54 to $0.59.
Conference call and webcast set for Friday, February 7, 2025, at 12:00 p.m. Eastern Time.
CleanSpark reported fiscal first-quarter 2025 results for the quarter ended December 31, 2024, with revenue of $162.3 million, up 120% from $73.8 million a year earlier, and net income of $246.8 million, or $0.85 per basic share, compared with $25.9 million, or $0.14, in the prior-year period. The income statement includes a $218.2 million gain on the fair value of bitcoin, and adjusted EBITDA rose to $321.6 million from $69.1 million, which matters to shareholders because the reported profit increase was large relative to the prior year.
Revenue of $162.3 million, up $88.5 million, or 120%, from $73.8 million a year earlier
Net income of $246.8 million, or $0.85 per basic share, versus $25.9 million, or $0.14 per basic share
Adjusted EBITDA of $321.6 million, up from $69.1 million; the company said it closed a $650 million convertible bond
Boyd Gaming reported fourth-quarter 2024 revenue of $1.0 billion, up from $954.4 million a year earlier, and net income of $170.5 million, or $1.92 per share, versus $92.6 million, or $0.94 per share, in the prior-year quarter. Full-year 2024 revenue rose to $3.9 billion, but full-year net income of $578.0 million was below $620.0 million in 2023, although diluted EPS was $6.19 compared with $6.12. The filing furnishes the earnings press release as Exhibit 99.1 and does not include forward guidance.
Q4 2024 adjusted earnings were $174.7 million, or $1.96 per share, compared with $163.8 million, or $1.66 per share, in Q4 2023.
Full-year 2024 adjusted earnings were $611.3 million, or $6.55 per share, versus $639.9 million, or $6.31 per share, in 2023.
The company repurchased $203 million of its shares in Q4 2024 and had about $640 million remaining under current authorizations as of December 31, 2024.
Prior-year Q4 results included $103.3 million in non-cash impairment charges.
Exponent reported fourth-quarter 2024 total revenues of $136.8 million, up 11.3%, and net income of $23.6 million, or $0.46 per diluted share, versus $0.41 a year earlier. The company also raised its quarterly cash dividend from $0.28 to $0.30 per share and guided to first-quarter 2025 revenues down in the low-single digits and full-year 2025 revenues growing in the low-single digits.
Q4 2024 total revenues rose 11.3% to $136.8 million; net income rose to $23.6 million, or $0.46 per diluted share, from $20.9 million, or $0.41
Quarterly dividend increased from $0.28 to $0.30 per share, payable March 21, 2025 to holders of record as of March 7, 2025
Q1 2025 guidance: revenues before reimbursements down in the low-single digits; EBITDA 25.0% to 26.0% of revenues before reimbursements
Full-year 2025 guidance: revenues before reimbursements to grow in the low-single digits; EBITDA 26.25% to 27.0%
Doximity reported fiscal third-quarter 2025 results for the quarter ended December 31, 2024, with revenue of $168.6 million, up 25% year over year, and net income of $75.2 million, up from $48.0 million. The company also issued fourth-quarter guidance of $132.5 million to $133.5 million in revenue and updated its fiscal 2025 revenue guidance to $564.6 million to $565.6 million.
Q3 revenue of $168.6 million versus $135.3 million a year earlier, up 25%
Diluted net income per share of $0.37 versus $0.24; adjusted EBITDA of $102.0 million, up 39%
Q4 guidance: revenue of $132.5 million to $133.5 million; adjusted EBITDA of $62.5 million to $63.5 million
Fiscal 2025 guidance updated to revenue of $564.6 million to $565.6 million and adjusted EBITDA of $306.6 million to $307.6 million
Expedia Group reported fourth-quarter 2024 revenue of $3.2 billion, up 10% from a year earlier, and gross bookings of $24.4 billion, up 13%. GAAP net income attributable to stockholders more than doubled to $299 million, and the board's Executive Committee declared a $0.40 quarterly dividend, reinstating a payout suspended in 2020 that shareholders will receive if they are on record by March 6, 2025.
Q4 2024 gross bookings were $24.4 billion, up 13%, and booked room nights were 86.4 million, up 12%.
Q4 2024 net income attributable to Expedia Group stockholders was $299 million, versus $132 million; diluted EPS was $2.20, versus $0.92.
Quarterly dividend of $0.40 per share: record date March 6, 2025; payable March 27, 2025.
In 2024, the company repurchased over 12 million shares for $1.6 billion.
Monolithic Power Systems reported fourth-quarter 2024 revenue of $621.7 million, up 36.9% from $454.0 million a year earlier, and non-GAAP diluted earnings of $4.09 per share, up from $2.88. GAAP diluted EPS of $29.88 was inflated by a $1.3 billion tax benefit from a foreign subsidiary. The board raised the quarterly dividend to $1.56 per share from $1.25 and approved a $500 million stock repurchase program that expires February 4, 2028.
Q4 2024 revenue of $621.7 million compared with $454.0 million a year earlier and $620.1 million in the prior quarter.
GAAP net income of $1.4 billion ($29.88 per diluted share) included a $1.3 billion tax benefit; non-GAAP net income was $198.4 million ($4.09 per diluted share).
First-quarter 2025 revenue outlook is $610.0 million to $630.0 million.
Dividend of $1.56 per share payable April 15, 2025 to holders of record as of March 31, 2025.
InterDigital reported fourth quarter 2024 revenue of $252.8 million, up from $105.5 million a year earlier, and diluted EPS of $4.09 versus $1.41. Full-year 2024 revenue was $868.5 million, up 58%, and the company raised its quarterly dividend from $0.45 to $0.60 per share, starting with the dividend paid in the second quarter of 2025. The company also gave full-year 2025 revenue guidance of $660 million to $760 million and diluted EPS guidance of $6.79 to $9.67.
Q4 2024 revenue $252.8 million vs. $105.5 million in Q4 2023; diluted EPS $4.09 vs. $1.41
Full-year 2024 revenue $868.5 million, up 58%; diluted EPS $12.07 vs. $7.62
Quarterly dividend increased from $0.45 to $0.60 per share, effective with the dividend paid in Q2 2025
2025 outlook: full-year revenue $660 million to $760 million; Q1 2025 revenue $112 million to $116 million
Ralph Lauren reported fiscal third-quarter 2025 results for the quarter ended December 28, 2024, with revenue up 11% to $2.1 billion and diluted earnings per share of $4.66, up 11% from $4.19 a year earlier. The company raised its full-year fiscal 2025 revenue and adjusted operating margin expansion outlook, which is a positive signal for shareholders.
Q3 diluted EPS was $4.66 reported and $4.82 adjusted, up 11% and 16% respectively from the prior year
Q3 revenue rose 11% to $2.1 billion, with North America up 7%, Europe up 16% and Asia up 14%
Full-year fiscal 2025 constant currency revenue growth is now expected at approximately 6% to 7%
Company repurchased approximately $74 million of Class A common stock in the third quarter
Acadian Asset Management reported fourth-quarter 2024 results, with total revenue up 27.9% to $167.8 million and net income attributable to controlling interests up 86.4% to $42.5 million. Diluted earnings per share were $1.13, compared with $0.54 a year earlier, and the board approved a $0.01 per share interim dividend. For shareholders, the filing shows higher earnings per share, aided in part by a lower average diluted share count from stock repurchases.
Q4 2024 total revenue was $167.8 million, up 27.9% from $131.2 million in Q4 2023.
U.S. GAAP diluted EPS was $1.13 versus $0.54 a year earlier; ENI diluted EPS was $1.30 versus $0.77.
Assets under management were $117.3 billion at December 31, 2024, with net inflows of $0.9 billion in the quarter.
The board declared a $0.01 per share interim dividend, payable March 28, 2025 to holders of record on March 14, 2025.
Intercontinental Exchange reported fourth-quarter and full-year 2024 results, with full-year net revenues of $9.3 billion, up 16% year over year, and full-year GAAP diluted EPS of $4.78, up 14%. Fourth-quarter net income attributable to ICE rose to $698 million from $373 million a year earlier, and the company said it expects to resume share repurchases in the first quarter of 2025.
Full-year 2024 GAAP diluted EPS was $4.78, up 14%; adjusted diluted EPS was $6.07, up 8%.
Q4 2024 GAAP diluted EPS was $1.21, versus $0.65 in Q4 2023; adjusted diluted EPS was $1.52 versus $1.33.
Full-year 2024 operating cash flow was $4.6 billion and adjusted free cash flow was $3.6 billion; dividends paid exceeded $1 billion.
2025 GAAP operating expense guidance is $4.915 billion to $4.965 billion; the company expects to resume share repurchases in the first quarter.
Air Products reported fiscal first-quarter 2025 results with GAAP EPS of $2.77, up 1%, and GAAP net income of $650 million, up 5%. The company kept its full-year fiscal 2025 adjusted EPS guidance of $12.70 to $13.00 and raised its quarterly dividend to $1.79 per share, while sales fell 2% to $2.9 billion.
GAAP net income of $650 million, up 5%; GAAP net income margin of 22.2%, up 150 basis points
Adjusted EPS of $2.86, up 1%; adjusted EBITDA of $1.2 billion, up 1%
First-quarter sales of $2.9 billion, down 2% from the prior year, with volumes down 2%
Fiscal 2025 adjusted EPS guidance of $12.70 to $13.00 maintained; second-quarter guidance of $2.75 to $2.85
IQVIA reported fourth-quarter 2024 revenue of $3,958 million, up 2.3% on a reported basis, and adjusted diluted EPS of $3.12, up 9.9%. GAAP diluted EPS fell 4.7% to $2.42, and the company reaffirmed its 2025 outlook while raising its share repurchase authorization by $2.0 billion to $3.013 billion.
Q4 2024 revenue was $3,958 million, up 2.3% reported and 3.0% at constant currency; full-year revenue was $15,405 million, up 2.8%.
Q4 GAAP net income was $437 million, down 6.8%; adjusted diluted EPS was $3.12, up 9.9%.
2025 guidance reaffirmed: revenue of $15,725 million to $16,125 million and adjusted diluted EPS of $11.70 to $12.10.
Board increased share repurchase authorization by $2,000 million on February 5, 2025; full-year 2024 repurchases totaled $1,350 million.
Liquidity Services reported fiscal first-quarter 2025 results for the quarter ended December 31, 2024, with revenue of $122.3 million, up from $71.3 million a year earlier, and GAAP net income of $5.8 million, up from $1.9 million. The company also gave second-quarter guidance and announced the acquisition of Auction Software, which it does not expect to significantly affect second-quarter results.
GMV was $386.1 million, up 26% from $305.9 million; GAAP diluted EPS was $0.18 versus $0.06 a year earlier
Q2 FY2025 guidance: GAAP net income of $5.5 million to $8.0 million and GMV of $360 million to $390 million
Company announced the acquisition of Auction Software, a private-label marketplace and SaaS solutions provider
Cash balances were $139.1 million with zero financial debt as of the report date
Rithm Capital reported fourth-quarter 2024 GAAP net income attributable to common stockholders of $263.2 million, or $0.50 per diluted share, up from $97.0 million, or $0.20, in the third quarter. For the full year, GAAP net income was $835.0 million, or $1.67 per diluted share, compared with $1.10 in 2023, and the board renewed buyback authorizations of up to $200 million for common stock and $100 million for preferred stock through December 31, 2025.
Q4 2024 total revenues were $2.1 billion, up from $619.5 million in Q3 2024.
Q4 earnings available for distribution were $315.8 million, or $0.60 per diluted share, versus $0.54 in Q3 2024.
Full-year 2024 earnings available for distribution were $1.1 billion, or $2.10 per diluted share, versus $2.06 in 2023.
Quarterly common dividend was $0.25 per share, unchanged; book value per common share was $12.56 at December 31, 2024.
Tapestry reported fiscal second-quarter 2025 net sales of $2.20 billion, up 5% from a year earlier, with non-GAAP diluted EPS of $2.00 versus $1.63 a year earlier. Reported diluted EPS was $1.38, slightly below $1.39 a year earlier, after a $120 million loss on debt extinguishment tied to the terminated Capri Holdings merger. The company raised its fiscal 2025 non-GAAP EPS outlook to $4.85 to $4.90 from $4.50 to $4.55, and expects to return more than $2 billion to shareholders this fiscal year.
Q2 net sales of $2.20 billion, up 5%; Coach sales rose 11% on a reported basis.
Non-GAAP diluted EPS of $2.00 versus $1.63 a year earlier; reported diluted EPS of $1.38 versus $1.39.
Fiscal 2025 non-GAAP EPS outlook raised to $4.85 to $4.90 from $4.50 to $4.55.
Reported net income of $310 million, including a $120 million loss on debt extinguishment tied to the terminated Capri Holdings merger.
CMS Energy reported full-year 2024 diluted EPS of $3.33, up from $3.01, and adjusted EPS of $3.34, up from $3.11. It raised its 2025 adjusted EPS guidance to $3.54 to $3.60 from $3.52 to $3.58 and increased its annual dividend by 11 cents to $2.17 per share. Fourth-quarter results were lower than a year earlier, with diluted EPS of $0.87 compared with $1.05.
Full-year 2024 operating revenue was $7.5 billion ($7,515 million) versus $7.5 billion ($7,462 million) in 2023, and net income available to common stockholders was $993 million versus $877 million.
Fourth-quarter 2024 net income available to common stockholders was $262 million, down from $306 million in the fourth quarter of 2023.
2025 adjusted EPS guidance was raised to $3.54 to $3.60 from $3.52 to $3.58 per share, and long-term adjusted EPS growth of 6 to 8 percent was reaffirmed.
The company's 2025 annual dividend is $2.17 per share, up 11 cents, its 19th consecutive annual increase.
Equifax reported fourth-quarter 2024 revenue of $1.419 billion, up 7% on a reported basis, and diluted EPS of $1.39 versus $1.06 a year earlier. The company also issued 2025 guidance with a revenue midpoint of $5.950 billion and Adjusted EPS midpoint of $7.45, which assumes about a 12% decline in U.S. mortgage hard credit inquiries.
Q4 2024 net income attributable to Equifax was $174.0 million, up 31% from $132.4 million
Q4 2024 adjusted diluted EPS was $2.12, up 17%; full-year 2024 adjusted EPS was $7.29, up 9%
2025 guidance: revenue of $5.890 billion to $6.010 billion and Adjusted EPS of $7.25 to $7.65 per share
Company plans to grow its dividend and return cash through share repurchases in 2025
Snap-on reported fourth-quarter 2024 net earnings of $258.1 million, or $4.82 per diluted share, up from $4.75 a year earlier, on net sales of $1,198.7 million, nearly flat against $1,196.6 million. For full-year 2024, net sales fell 0.5% to $4,707.4 million, while diluted EPS rose to $19.51 from $18.76, helped by a $0.32 per share after-tax legal benefit, so shareholders see higher profit on slightly lower sales. The company expects 2025 capital expenditures of about $100 million and an effective tax rate of 22% to 23%.
Q4 2024 net sales of $1,198.7 million vs. $1,196.6 million a year earlier; operating margin before financial services rose to 22.1% from 21.6%
Full-year 2024 net sales of $4,707.4 million, down $22.8 million or 0.5%, including a 0.9% organic decline
Full-year 2024 diluted EPS of $19.51 vs. $18.76, including a $0.32 per share after-tax benefit from final legal matter payments received in the first half of 2024
2025 outlook: capital expenditures of about $100 million and effective income tax rate of 22% to 23%
ITT reported fourth-quarter 2024 revenue of $929.0 million, up 12%, and diluted EPS of $1.55, up 38% from a year earlier, with adjusted EPS of $1.50, up 12%. For full-year 2024, revenue rose 11% to $3,630.7 million and diluted EPS was $6.30, up 27%, and the company set 2025 EPS guidance of $6.05 to $6.45 and raised its quarterly dividend 10% to $0.351 per share.
Q4 2024 revenue $929.0 million, up 12% (6% organic); operating income $159.9 million, up 35%
Q4 2024 diluted EPS $1.55 vs. $1.12; adjusted EPS $1.50, up 12%
Full-year 2024 diluted EPS $6.30 vs. $4.97; adjusted EPS $5.86 vs. $5.21
Quarterly dividend raised to $0.351 per share, payable March 31, 2025 to holders of record on March 6, 2025
Entegris reported fourth-quarter 2024 net sales of $850 million, up 5% from the prior year, with GAAP diluted EPS of $0.67 versus $0.25 a year earlier. The company also issued first-quarter 2025 guidance calling for sales of $775 million to $805 million and non-GAAP diluted EPS of $0.64 to $0.71, which gives shareholders a near-term outlook for the business.
Net sales were $849.8 million for the quarter ended December 31, 2024, up from $812.3 million a year earlier
Adjusted net sales excluding divestitures rose 11% from the prior year
Non-GAAP diluted EPS was $0.84, compared with $0.65 a year earlier
First-quarter 2025 guidance: sales of $775 million to $805 million and non-GAAP diluted EPS of $0.64 to $0.71
Lincoln National reported fourth-quarter 2024 net income available to common stockholders of $1.7 billion, or $9.63 per diluted share, compared with a loss of $1.2 billion a year earlier. Adjusted operating income available to common stockholders rose to $332 million, or $1.91 per diluted share, from $252 million, and the company said the large net income figure was driven mainly by non-economic items such as a $1.2 billion pre-tax change in market risk benefits. For shareholders, the headline earnings measures improved, but the reported net income is heavily affected by items the company excludes from its adjusted figures.
Q4 2024 net income available to common stockholders was $1.7 billion, or $9.63 per diluted share, versus a loss of $1.2 billion, or $7.35 per share, in Q4 2023
Q4 2024 adjusted operating income available to common stockholders was $332 million, or $1.91 per diluted share, versus $252 million, or $1.47 per share, a year earlier
Full-year 2024 adjusted operating income available to common stockholders was $1.2 billion, or $7.07 per diluted share, versus $5.32 in 2023
Group Protection reported Q4 operating income of $107 million with an 8.4% margin, while Life Insurance posted an operating loss of $15 million
Prestige Consumer Healthcare reported third-quarter fiscal 2025 revenue of $290.3 million, up 2.7%, with diluted EPS of $1.22 versus $1.06 a year earlier. The company raised its fiscal 2025 adjusted diluted EPS outlook to approximately $4.50 from $4.40 to $4.46, and narrowed its revenue outlook to $1,128 million to $1,132 million. Nine-month revenue declined 0.8%, and third-quarter free cash flow fell, so shareholders gain from higher earnings guidance but see mixed trends in sales and cash flow.
Q3 revenue $290.3 million, up 2.7% from $282.7 million; diluted EPS $1.22 versus $1.06
Nine-month revenue $841.2 million, down 0.8%; non-GAAP adjusted diluted EPS $3.20 versus $3.19
FY2025 adjusted diluted EPS outlook raised to approximately $4.50 from $4.40 to $4.46; revenue outlook $1,128 million to $1,132 million
Q3 non-GAAP free cash flow $63.5 million versus $69.5 million; net debt about $0.9 billion, leverage 2.5x
Hilton reported fourth-quarter and full-year 2024 results that its filing says exceeded the high end of its guidance for diluted EPS, net income and Adjusted EBITDA. The company also issued 2025 guidance, projecting diluted EPS of $7.45 to $7.56 and net income of $1,829 million to $1,858 million, and said it expects to return about $3.3 billion to shareholders in 2025.
Q4 2024 diluted EPS was $2.06 versus $0.57 a year earlier; full-year diluted EPS was $6.14 versus $4.33
Q4 2024 net income was $505 million versus $150 million; Adjusted EBITDA was $858 million versus $803 million
Full-year 2025 guidance: diluted EPS $7.45 to $7.56, Adjusted EBITDA $3,700 million to $3,740 million, net unit growth 6.0% to 7.0%
System-wide comparable RevPAR rose 3.5% in Q4 and 2.7% for the full year, on a currency neutral basis
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