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).
PG&E Corporation reported full-year 2024 GAAP earnings of $1.15 per share, up from $1.05 in 2023, and non-GAAP core earnings of $1.36 per share, up from $1.23. Fourth-quarter GAAP earnings fell to $0.30 per share from $0.43 a year earlier, and total operating revenues were essentially flat at $24.4 billion. The company raised its 2025 non-GAAP core EPS guidance to $1.48 to $1.52 per share and reaffirmed 2025 GAAP EPS guidance of $1.30 to $1.36.
Full-year 2024 GAAP EPS of $1.15 and non-GAAP core EPS of $1.36, compared with $1.05 and $1.23 in 2023
Fourth-quarter 2024 GAAP EPS of $0.30 versus $0.43 and non-GAAP core EPS of $0.31 versus $0.47 a year earlier
2025 non-GAAP core EPS guidance raised to $1.48 to $1.52 from $1.47 to $1.51; GAAP guidance reaffirmed at $1.30 to $1.36
Operating cash flow was $8.0 billion in 2024, up from $4.7 billion in 2023
Antero Resources reported fourth quarter 2024 net income of $150 million, up from $82 million a year earlier, and Adjusted Net Income of $181 million (non-GAAP). For 2025 it raised its maintenance production target by 50 MMcfe/d to 3.35 to 3.45 Bcfe/d and cut its drilling and completion capital budget by $25 million at the midpoint to $650 million to $700 million. Full-year 2024 net income was $57 million, down from $198 million in 2023.
Q4 2024 net income was $150 million vs. $82 million in Q4 2023; Adjusted EBITDAX was $332 million vs. $322 million
Q4 2024 net cash provided by operating activities was $278 million vs. $312 million a year earlier; Free Cash Flow was $159 million
2025 production guidance raised to 3.35 to 3.45 Bcfe/d; drilling and completion capital budget cut to $650 million to $700 million
Full-year 2024 Free Cash Flow was $73 million; estimated proved reserves were 17.9 Tcfe at year end 2024, flat from the prior year before sales of reserves in place
Getty Realty reported fourth-quarter 2024 net earnings of $0.39 per share, up from $0.30 a year earlier, and full-year 2024 AFFO of $2.34 per share, up from $2.25. The company lowered its 2025 AFFO guidance to $2.38 to $2.41 per diluted share from $2.40 to $2.42, citing the potential impact of a recent tenant bankruptcy filing, which lowers the outlook shareholders were given.
Q4 2024 net earnings were $0.39 per share versus $0.30 in Q4 2023; Q4 AFFO was $0.60 per share versus $0.57.
Full-year 2024 AFFO was $2.34 per share, a 4.0% increase from $2.25 in 2023.
2025 AFFO guidance was cut to $2.38 to $2.41 per diluted share from $2.40 to $2.42, due to a recent tenant bankruptcy filing.
The company invested $209.0 million across 78 properties in 2024 at an 8.3% initial cash yield.
Q2 Holdings reported fourth-quarter 2024 revenue of $183.0 million, up 13% year-over-year, and GAAP net income of $0.2 million, compared with a net loss of $18.1 million a year earlier. The company also issued 2025 guidance of $772.0 million to $779.0 million in full-year revenue and updated its three-year framework, which raises the 2026 free cash flow conversion target to greater than 85% from 70%. For shareholders, the results show year-over-year gains in revenue, profit and adjusted EBITDA, along with higher long-term targets.
Q4 2024 revenue of $183.0 million, up 13% year-over-year; full-year 2024 revenue of $696.5 million, up 12%
Q4 2024 GAAP net income of $0.2 million, versus a net loss of $18.1 million in Q4 2023; full-year 2024 GAAP net loss narrowed to $38.5 million from $65.4 million
Q4 2024 adjusted EBITDA of $37.6 million, up from $23.2 million; full-year 2025 guidance of $772.0 million to $779.0 million in revenue and $165.0 million to $170.0 million in adjusted EBITDA
Updated three-year framework targets average annual subscription revenue growth of approximately 15% and a full-year 2026 free cash flow conversion above 85%, up from 70%
CareTrust REIT reported fourth-quarter 2024 net income of $52.1 million, or $0.29 per diluted share, up from $26.3 million, or $0.22, a year earlier, and full-year normalized FFO of $232.9 million, or $1.50 per share. The company also issued 2025 guidance of $1.68 to $1.72 in normalized FFO per share and kept its quarterly dividend at $0.29 per share.
Q4 2024 net income attributable to CareTrust was $52.1 million ($0.29 per diluted share), versus $26.3 million ($0.22) in Q4 2023.
Q4 2024 normalized FFO was $72.9 million ($0.40 per share), versus $43.4 million ($0.36) a year earlier.
2025 guidance: net income of $1.35 to $1.39 per diluted share, normalized FFO of $1.68 to $1.72, and normalized FAD of $1.72 to $1.76, based on 187.5 million shares.
As of February 12, 2025, the company had $750.0 million available under its ATM Program and no borrowings on its $1.2 billion revolving credit line.
Paycom Software said its board appointed Bob Foster as chief financial officer, effective Feb. 21, 2025, when Craig Boelte retires. Boelte had told the board on July 31, 2024 that he intended to retire within nine to 12 months. The change moves the finance leadership role to an executive who has served as the company's executive vice president of accounting and finance since October 2024.
Bob Foster, 63, takes the CFO role effective Feb. 21, 2025, succeeding Craig Boelte, who retires that day.
Foster has been executive vice president of accounting and finance since October 2024 and joined the company in November 2022.
Foster previously led payroll company iiPay, including as chief executive officer from 2016 to October 2022, and was a senior partner at Ernst & Young.
Foster's annual base salary in the new role is $545,000, and he is eligible for the Annual Incentive Plan and equity awards.
QuidelOrtho reported fourth-quarter 2024 revenue of $708 million, down from $743 million, and a GAAP net loss of $153 million. For the full year, revenue fell to $2.78 billion from $3.00 billion, and the net loss was $2.03 billion, driven by a $1.82 billion goodwill impairment charge. The company also issued 2025 guidance of $2.60 billion to $2.81 billion in revenue and $575 million to $615 million in adjusted EBITDA.
Q4 2024 revenue was $708 million versus $743 million; GAAP diluted loss was $2.28 per share versus earnings of $0.10 per share
Full-year 2024 GAAP diluted loss was $30.16 per share, including a goodwill impairment charge of approximately $1.82 billion
Full-year 2024 adjusted diluted EPS was $1.85, down from $4.13; adjusted EBITDA was $543 million versus $723 million
2025 guidance: total revenue $2.60 billion to $2.81 billion, adjusted EBITDA $575 million to $615 million, adjusted diluted EPS $2.07 to $2.57
Corsair reported fourth-quarter and full-year 2024 results. Full-year net revenue fell to $1.3 billion from $1.5 billion in 2023, and the company posted a net loss attributable to common shareholders of $99.2 million, compared with net income of $3.2 million a year earlier. The company also gave 2025 guidance of $1.4 billion to $1.6 billion in net revenue and $80 million to $100 million in adjusted EBITDA, though it says these are estimates, not guarantees.
Q4 2024 net revenue was $413.6 million vs. $417.3 million in Q4 2023; Q4 net income was $1.3 million, or $0.01 per diluted share, vs. $0.06.
FY2024 net loss attributable to common shareholders was $99.2 million, or $0.95 per diluted share, vs. net income of $3.2 million in 2023.
FY2024 adjusted EBITDA was $54.7 million vs. $95.1 million in 2023.
2025 outlook: net revenue of $1.4 billion to $1.6 billion and adjusted EBITDA of $80 million to $100 million.
Wabtec reported fourth-quarter 2024 sales of $2.58 billion, up 2.3% from a year earlier, with GAAP diluted EPS of $1.23 (up 2.5%) and adjusted diluted EPS of $1.68 (up 9.1%). It also issued 2025 guidance for adjusted EPS of $8.35 to $8.75 and sales of $10.725 billion to $11.025 billion, and raised its quarterly dividend by 25%.
Diebold Nixdorf reported fourth-quarter 2024 revenue of $988.9 million, down 4.6% from $1,036.8 million a year earlier, and a GAAP net income of $6.4 million, down from $23.1 million. For full-year 2024, GAAP revenue was $3.75 billion and the company posted a GAAP net loss of $14.5 million, while adjusted EBITDA was $452.2 million. The board also authorized a $100 million share repurchase program and guided to 2025 adjusted EBITDA of $470 million to $490 million, with revenue flat to up low single digits.
Q4 2024 GAAP net sales were $988.9 million, down 4.6% from $1,036.8 million; Q4 GAAP net income was $6.4 million versus $23.1 million a year earlier.
Full-year 2024 GAAP net loss was $(14.5) million; adjusted EBITDA was $452.2 million and free cash flow was $108.8 million.
2025 outlook: adjusted EBITDA of $470 million to $490 million, free cash flow of $190 million to $210 million, and total revenue flat to up low single digits.
The board authorized a share repurchase program of up to $100 million; the company paid down $338 million of debt during 2024.
Exelon reported fourth-quarter 2024 adjusted operating earnings of $0.64 per share, up from $0.60 a year earlier, and full-year adjusted earnings of $2.50 per share, up from $2.38. The company introduced 2025 adjusted earnings guidance of $2.64-$2.74 per share and raised its four-year capital plan to $38 billion, which includes $1.4 billion of additional equity.
Q4 2024 GAAP net income of $0.64 per share, up from $0.62; adjusted operating earnings of $0.64 per share, up from $0.60
Full-year 2024 adjusted operating earnings of $2.50 per share, up from $2.38 in 2023
2025 adjusted operating earnings guidance range of $2.64-$2.74 per share
Capital expenditure plan of $38 billion over four years, up 10% from the prior plan, with $1.4 billion of additional equity
TE Connectivity agreed on February 11, 2025, to acquire Richards Manufacturing through a subsidiary, for approximately $2.3 billion, funded by cash on hand and new debt. The company expects the deal to add about $0.10 to adjusted EPS in the first full year and to earn a mid-teens return on invested capital after synergies. Closing is expected in TE's fiscal third quarter of 2025, subject to regulatory approvals and customary conditions.
Purchase price is approximately $2.3 billion, all cash, subject to customary post-closing adjustments.
Richards is expected to contribute annual sales of approximately $400 million, with EBITDA margins in the mid-30 percent range.
TE expects approximately $0.10 accretion to adjusted EPS in the first full year, including financing costs.
Closing is expected in the fiscal third quarter ending June 2025; either party may terminate if not closed by June 11, 2025, extendable to December 11, 2025.
Blackstone Mortgage Trust reported a 2024 net loss attributable to the company of $204 million, or $(1.17) per share, compared with net income of $247 million, or $1.43 per share, in 2023. Fourth-quarter net income attributable to the company was $37 million, or $0.21 per share, but full-year Distributable EPS was $(0.03), below the $2.18 in dividends paid per share, and book value per share fell to $21.87 from $22.17 at September 30, 2024.
Full-year 2024 net loss attributable to the company: $204 million, or $(1.17) per share, versus 2023 net income of $1.43 per share
Q4 2024 net income attributable to the company: $37 million, or $0.21 per share, versus a Q3 2024 loss of $(0.32) per share
Full-year 2024 Distributable EPS: $(0.03); before charge-offs of CECL reserves: $2.15, versus $2.18 in dividends paid per share
Q4 2024 dividend of $0.47 per share; book value per share $21.87 at December 31, 2024, including $4.31 per share of CECL reserves
NiSource reported full-year 2024 results, with adjusted EPS of $1.75 above its guidance range and GAAP diluted EPS of $1.62, up from $1.48 in 2023. The company raised its 2025 adjusted EPS guidance to $1.85-$1.89 and increased its base capital expenditure plan to $19.4 billion, which it says should support 8%-10% rate base growth and 6%-8% annual adjusted EPS growth for 2025-2029.
2024 GAAP net income available to common shareholders was $739.7 million, or $1.62 per diluted share, versus $661.7 million, or $1.48, in 2023
2024 non-GAAP adjusted net income was $798.6 million, or $1.75 per share, versus $716.3 million, or $1.60, in 2023
2025 non-GAAP adjusted EPS guidance raised to $1.85-$1.89
Base capital expenditure plan increased to $19.4 billion from $19.3 billion, a $100 million increase
CVS Health reported fourth-quarter and full-year 2024 results on February 12, 2025, with revenue up 4.2% in both periods but profit down sharply. The company also issued 2025 guidance of $5.75 to $6.00 in adjusted EPS and $4.58 to $4.83 in GAAP diluted EPS, which shareholders will weigh against the lower 2024 earnings.
Q4 2024 total revenues rose to $97.7 billion, up 4.2%, while adjusted EPS fell to $1.19 from $2.12 a year earlier.
The Health Care Benefits segment posted a Q4 adjusted operating loss of $439 million, compared with adjusted operating income of $676 million, citing higher utilization and Medicare Advantage star ratings.
Full-year 2024 GAAP diluted EPS was $3.66 versus $6.47, and adjusted EPS was $5.42 versus $8.74.
2025 guidance: adjusted EPS of $5.75 to $6.00, GAAP diluted EPS of $4.58 to $4.83, and cash flow from operations of approximately $6.5 billion.
Vertiv reported fourth-quarter 2024 net sales of $2,346.4 million, up 26% from a year earlier, and adjusted diluted EPS of $0.99, up 77%. GAAP diluted EPS fell to $0.38 from $0.60, mainly because of a $180.0 million charge tied to the change in fair value of warrant liabilities. The company raised its 2025 net sales midpoint by about $75 million versus November guidance while keeping its adjusted diluted EPS outlook consistent with November.
Q4 2024 net sales $2,346.4 million vs. $1,865.4 million in Q4 2023; net income $147.0 million vs. $232.6 million
GAAP diluted EPS $0.38 vs. $0.60; adjusted diluted EPS $0.99, up 77%
Change in fair value of warrant liabilities was a $180.0 million expense in Q4 2024, versus $54.5 million a year earlier
2025 guidance: net sales $9,125 million to $9,275 million; adjusted diluted EPS $3.50 to $3.60
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.