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).
Vornado Realty Trust reported fourth-quarter 2024 results. Net income attributable to common shareholders was $1.2 million, or $0.01 per diluted share, compared with a net loss of $61.0 million a year earlier, while revenue rose to $457.8 million from $441.9 million. Funds from operations (FFO), a key REIT profit measure, fell to $117.1 million, or $0.58 per diluted share, from $121.1 million, or $0.62.
Q4 2024 revenues were $457.8 million, up from $441.9 million in Q4 2023.
Q4 2024 FFO attributable to common shareholders was $117.1 million, or $0.58 per diluted share, versus $121.1 million, or $0.62, a year earlier.
Q4 2024 net income attributable to common shareholders was $1.2 million, or $0.01 per diluted share, versus a net loss of $61.0 million, or $0.32 per share.
For full-year 2024, FFO as adjusted was $447.1 million, or $2.26 per diluted share, versus $508.2 million, or $2.61, in 2023.
Watts Water Technologies reported fourth-quarter 2024 sales of $540 million, down 1% from a year earlier, with organic sales down 5%, while diluted EPS rose 21% to $2.02. For full year 2024, sales rose 10% to $2.25 billion and diluted EPS rose 11% to $8.69, but the company expects 2025 sales growth of down 3% to up 2%, a range that includes a decline.
Q4 2024 sales of $540 million, down 1% reported and down 5% organic; diluted EPS of $2.02, up 21%
Full year 2024 sales of $2.25 billion, up 10% reported and down 1% organic; diluted EPS of $8.69, up 11%
2025 outlook: sales growth of down 3% to up 2%; operating margin of 16.7% to 17.3%
I-CON Systems acquisition closed January 2, 2025; full year 2024 operating cash flow of $361 million
Harmonic reported unaudited fourth-quarter 2024 revenue of $222.2 million, up from $167.1 million a year earlier, and GAAP net income of $38.1 million, down from $83.8 million, which included a prior-year tax benefit. The company guided to 2025 GAAP net revenue of $585 million to $645 million and authorized a new $200 million share repurchase program through February 2028.
Q4 2024 GAAP diluted EPS was $0.32, versus $0.72 a year earlier; non-GAAP diluted EPS was $0.45, versus $0.13
Q4 2024 adjusted EBITDA was $71.8 million, versus $21.7 million a year earlier
2025 GAAP net revenue guidance is $585 million to $645 million, with GAAP net income of $22 million to $53 million
Board authorized a new $200 million buyback through February 2028, replacing the existing program
Universal Corp said preliminary results for the quarter ended December 31, 2024 show sales and other operating revenue of $937.2 million and diluted earnings per share of $2.27, but it has delayed its third-quarter earnings release and Form 10-Q. The delay follows an internal investigation into embezzlement at its Mozambique subsidiary, which has identified about $16.7 million in unauthorized payments over fiscal years 2016 through 2025, and the company expects to report one or more material weaknesses in internal control over financial reporting.
Preliminary quarter ended December 31, 2024: sales and other operating revenue $937.2 million, operating income $100.7 million, net income $57.1 million, diluted EPS $2.27.
Internal investigation has identified about $16.7 million in unauthorized payments in fiscal 2016 through 2025, including about $7 million in fiscal 2022 through 2025.
On February 10, 2025, lenders agreed to extend the deadline for delivering the quarterly financials to June 16, 2025; the company paid a consent fee of 0.05% of each consenting lender's commitment and term loans.
The company does not believe material adjustments to previously issued financial statements will be necessary, but it expects to report one or more material weaknesses in internal control over financial reporting.
Simpson Manufacturing reported fourth-quarter and full-year 2024 results on February 10, 2025. Full-year net sales rose 0.8% to $2.2 billion, but income from operations fell 9.5% to $430.0 million and diluted EPS fell 8.0% to $7.60, while fourth-quarter sales and EPS both rose. The company also initiated 2025 guidance with an operating margin of 18.5% to 20.5%, a midpoint below its stated 20% ambition.
Full-year 2024 net sales of $2.2 billion, up 0.8%; fourth-quarter net sales of $517.4 million, up 3.1%
Full-year 2024 operating margin of 19.3%, down from 21.5%; diluted EPS of $7.60 versus $8.26 in 2023
2025 outlook: operating margin of 18.5% to 20.5%, capital expenditures of $150.0 million to $170.0 million
Quarterly dividend of $0.28 per share; $50.0 million of stock repurchased in the fourth quarter
Coty reported fiscal second-quarter net revenue of $1,669.9 million, down 3% from a year earlier, with reported EPS of $0.02 versus $0.20, largely due to a $97 million equity swap mark-to-market hit. Adjusted operating income rose 8% to $333.7 million, and the company now expects FY25 adjusted EPS excluding the equity swap of $0.50-0.52, while forecasting reported FY25 sales to decline in the low single digits. A director also resigned on February 7, 2025, citing personal reasons.
Q2 reported net revenue of $1,669.9 million, down 3% year over year; like-for-like revenue down 1%
Q2 reported EPS of $0.02 versus $0.20 a year earlier; equity swap mark-to-market was a $0.11 negative impact
Q2 adjusted operating income of $333.7 million, up 8%; adjusted operating margin 20.0%
Board member Maria Asuncion Aramburuzabala Larregui resigned February 7, 2025, after four years, for personal reasons
SPS Commerce reported fourth-quarter and full-year 2024 results on February 10, 2025. Revenue grew 18% in the quarter and 19% for the year, but fourth-quarter net income fell to $17.6 million from $19.0 million. The company guided 2025 revenue to $758.0 million to $763.0 million, while its projected GAAP diluted EPS of $1.93 to $1.99 is below the $2.04 reported for 2024.
Q4 2024 revenue was $170.9 million, up from $145.0 million, with net income of $17.6 million ($0.46 per diluted share) versus $19.0 million ($0.51) a year earlier.
Full-year 2024 revenue was $637.8 million, up 19%, and net income was $77.1 million ($2.04 per diluted share), compared with $65.8 million ($1.76) in 2023.
2025 guidance calls for revenue of $758.0 million to $763.0 million and GAAP diluted EPS of $1.93 to $1.99.
First-quarter 2025 revenue is expected to be $178.5 million to $180.0 million.
Cincinnati Financial reported fourth-quarter 2024 net income of $405 million, down 66% from a year earlier, mainly because the fair value of equity securities it still holds declined. For the full year, net income rose 24% to $2.292 billion and non-GAAP operating income rose 26% to $1.197 billion, helped by higher property casualty underwriting profit. The company said its first-quarter 2025 results will be affected by the California wildfires.
Q4 2024 net income was $405 million, or $2.56 per share, versus $1.183 billion, or $7.50 per share, in Q4 2023; the company cited a $107 million after-tax decrease in the fair value of equity securities still held.
Full-year 2024 net income was $2.292 billion, or $14.53 per share, up from $1.843 billion, or $11.66 per share, in 2023.
Q4 2024 non-GAAP operating income rose 38% to $497 million, or $3.14 per share; full-year non-GAAP operating income rose 26% to $1.197 billion, or $7.58 per share.
Property casualty combined ratio improved to 84.7% in Q4 2024 from 87.5% a year earlier, and to 93.4% for full-year 2024 from 94.9% in 2023.
Arch Capital reported fourth-quarter 2024 net income available to common shareholders of $925 million, or $2.42 per diluted share, versus $2.3 billion, or $6.12 per share, a year earlier; the prior-year figure included a $1.18 billion deferred tax benefit. Net premiums earned rose 23.9% to $4.1 billion, but underwriting income fell 12.6% to $625 million as the combined ratio rose to 85.0% from 78.9%, driven by Hurricanes Milton and Helene. The company also estimated its share of the California wildfire insured loss at $450 million to $550 million.
Net income available to common shareholders was $925 million ($2.42 per share), versus $2.3 billion ($6.12 per share) in Q4 2023.
After-tax operating income was $866 million ($2.26 per share), versus $945 million ($2.49 per share) a year earlier.
Net premiums earned rose 23.9% to $4.1 billion; underwriting income fell 12.6% to $625 million and the combined ratio was 85.0% versus 78.9%.
Estimated share of California wildfire insured loss is $450 million to $550 million; book value per share was $53.11 at December 31, 2024, after a $5.00 special dividend paid December 4, 2024.
Insperity reported fourth quarter 2024 revenue up 2% to $1.6 billion but a net loss of $9 million, compared with net income of $19 million a year earlier. For full year 2024, revenue rose 1% to $6.6 billion while net income fell 47% to $91 million, and the company gave 2025 guidance of $3.10 to $3.95 in adjusted EPS, which reflects a higher effective income tax rate, and $240 million to $285 million in adjusted EBITDA.
Q4 2024 diluted EPS was $(0.22) versus $0.52 a year earlier; adjusted EPS was $0.05 versus $0.75
Full year 2024 diluted EPS was $2.42 versus $4.47; adjusted EPS was $3.58 versus $5.52
Operating expenses rose 17% in Q4 2024, including about $19 million tied to the Workday strategic partnership
Full year 2025 guidance: adjusted EPS of $3.10 to $3.95 and adjusted EBITDA of $240 million to $285 million
Roivant reported results for the quarter ended December 31, 2024. Revenue fell to $9.0 million from $15.6 million a year earlier, and the loss from continuing operations was $208.9 million, or $0.22 per share, compared with income of about $5.1 billion a year earlier, which included a one-time Telavant gain. Net income attributable to Roivant was $169.4 million, driven by a $327.0 million gain from discontinued operations tied to the sale of Dermavant to Organon.
Revenue, net was $9.0 million for the three months ended December 31, 2024, versus $15.6 million a year earlier.
R&D expenses rose $33.4 million to $141.6 million; G&A expenses rose $13.4 million to $141.5 million.
Income from discontinued operations was $327.0 million, reflecting the October 2024 sale of Dermavant to Organon.
Consolidated cash, cash equivalents, restricted cash and marketable securities were about $5.2 billion at December 31, 2024.
Incyte reported fourth-quarter 2024 total revenues of $1.2 billion, up 16% year over year, and full-year revenues of $4.2 billion, up 15%. Full-year GAAP net income fell to $32.6 million from $597.6 million, mainly because of a $679.4 million charge for in-process R&D assets acquired with Escient and a $100.0 million milestone payment to MacroGenics. The company also gave 2025 guidance for Jakafi and Opzelura net product revenues.
Q4 2024 GAAP net income was $201.2 million, or $1.02 per diluted share, versus $201.1 million, or $0.89, a year earlier
Full-year 2024 GAAP diluted EPS was $0.15, compared with $2.65 in 2023
2025 guidance: Jakafi net product revenues of $2,925 million to $2,975 million; Opzelura $630 million to $670 million
Cash, cash equivalents and marketable securities were $2.2 billion at December 31, 2024, down from $3.7 billion, mainly due to a $2.0 billion share repurchase in June 2024
Loews reported fourth-quarter 2024 net income of $187 million, or $0.86 per share, down from $446 million, or $1.99 per share, a year earlier, after a $265 million CNA pension settlement charge. For full-year 2024, net income was $1,414 million, or $6.41 per share, compared with $1,434 million, or $6.29 per share, in 2023, and the company repurchased $611 million of its shares.
Q4 2024 net income was $187 million, or $0.86 per share, versus $446 million, or $1.99 per share, in Q4 2023
CNA pension settlement charge of $265 million after tax and noncontrolling interests, previously reported in October 2024
Full-year 2024 net income was $1,414 million, or $6.41 per share, versus $1,434 million, or $6.29 per share, in 2023
Loews repurchased 7.7 million shares for $611 million in 2024 and an additional 1.9 million shares for $164 million in early 2025
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.