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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30 of 1,027 briefs match

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AMAntero Midstream Corp Feb 12, 5:21 PM ET

Antero Midstream Q4 Net Income Rises 10% Per Share; 2025 EBITDA Guided Up 5%

Positive earnings Written later 2.02

Antero Midstream reported fourth quarter 2024 net income of $111 million, or $0.23 per diluted share, a 10% per share increase from the prior year quarter. The company also issued 2025 guidance calling for net income of $445 million to $485 million and adjusted EBITDA of $1.08 billion to $1.12 billion, a 5% increase at the midpoint.

  • Q4 2024 net income was $111 million ($0.23 per diluted share), up 10% per share; adjusted EBITDA was $274 million, up 8%.
  • Full-year 2024 net income was $401 million ($0.83 per diluted share); full-year adjusted EBITDA was $1.05 billion, up 6%.
  • 2025 guidance: net income of $445 million to $485 million and adjusted EBITDA of $1.08 billion to $1.12 billion.
  • In Q4 2024 the company repurchased 1.9 million shares for $29 million, leaving about $471 million under its $500 million authorization as of December 31, 2024.
Read the filing on SEC.gov ↗
ARANTERO RESOURCES Corp Feb 12, 5:19 PM ET

Antero Resources Q4 net income rises to $150 million; raises 2025 production target

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
MSAMSA Safety Inc Feb 12, 5:02 PM ET

MSA Safety Q4 EPS rises to $2.22 from $1.93; sees low-single-digit 2025 organic growth

Positive earnings Written later 2.02

MSA Safety reported fourth quarter and full year 2024 results. Fourth quarter net sales rose 1% to $500 million, and GAAP diluted EPS rose 15% to $2.22 from $1.93. Full year net sales were $1.8 billion, up 1%, and full year GAAP diluted EPS was $7.21 versus $1.48 in 2023, a figure that included a $129 million divestiture loss in 2023. Full year free cash flow fell 39% to $242 million, and the company expects low-single-digit full-year organic sales growth in 2025.

  • Q4 2024 net sales $500 million, up 1% GAAP and 2% organic; adjusted diluted EPS $2.25 versus $2.06
  • Full year 2024 net sales $1.8 billion, up 1%; adjusted diluted EPS $7.70 versus $7.03
  • Full year 2024 free cash flow $242 million versus $397 million in 2023
  • 2025 outlook: low-single-digit full-year organic sales growth; conference call February 13, 2025 at 10:00 a.m. Eastern
Read the filing on SEC.gov ↗
VTRVentas, Inc. Feb 12, 4:39 PM ET

Ventas 2024 Normalized FFO rises 7% to $3.19 a share; 2025 guidance midpoint $3.41

Positive earnings Written later 2.02

Ventas reported full-year 2024 results, with Normalized FFO per share up 7% to $3.19 and attributable net income of $0.19 per share, compared with a loss of $0.10 per share in 2023. The company also gave 2025 Normalized FFO guidance of $3.35 to $3.46 per share and raised its quarterly dividend 7% to $0.48 per share, which may matter to shareholders because it points to expected profit growth and higher cash payouts.

  • Q4 2024 attributable net income was $0.13 per share, versus a loss of $0.23 per share in Q4 2023.
  • Full-year 2024 total revenues were $4.92 billion, up from $4.50 billion in 2023.
  • 2025 Normalized FFO guidance range is $3.35 to $3.46 per share, compared with $3.19 in 2024.
  • Quarterly dividend increased to $0.48 per share, payable April 17, 2025 to holders of record on March 31, 2025.
Read the filing on SEC.gov ↗
TYLTYLER TECHNOLOGIES INC Feb 12, 4:37 PM ET

Tyler Technologies Q4 revenue up 12.5% to $541.1 million, net income up 67.7%

Positive earnings Written later 2.02

Tyler Technologies reported fourth-quarter 2024 total revenues of $541.1 million, up 12.5%, and GAAP net income of $65.2 million, or $1.49 per diluted share. The company also issued full-year 2025 guidance of $2.30 billion to $2.34 billion in total revenues and GAAP diluted earnings per share of $7.31 to $7.56, compared with full-year 2024 revenues of $2.138 billion and GAAP diluted earnings per share of $6.05.

  • Q4 2024 total revenues were $541.1 million, up 12.5%; GAAP net income was $65.2 million, or $1.49 per diluted share, up 67.7%.
  • Full-year 2024 total revenues were $2.138 billion, up 9.5%; free cash flow was $574.7 million, up 75.5%.
  • 2025 guidance: total revenues of $2.30 billion to $2.34 billion; GAAP diluted EPS of $7.31 to $7.56; non-GAAP diluted EPS of $10.90 to $11.15.
  • Management will discuss results on a conference call on Thursday, February 13, 2025, at 10:00 a.m. ET.
Read the filing on SEC.gov ↗

Four Corners Property Trust Q4 rental revenue rises 5.3% to $60.7 million

Positive earnings Written later 2.027.01

Four Corners Property Trust reported fourth-quarter and full-year 2024 results, with rental revenue up 5.3% year over year to $60.7 million and full-year AFFO per diluted share up $0.06 to $1.73. Per-share net income was flat for both periods, while FFO per diluted share was flat for the quarter and up $0.03 for the year. The company also announced a larger credit facility and a $0.3550 quarterly dividend.

  • Q4 2024 rental revenue was $60.7 million, up 5.3%; Q4 net income attributable to common shareholders was $26.2 million, or $0.27 per diluted share, versus $0.27 a year earlier.
  • Full-year 2024 FFO per diluted share was $1.65, up $0.03; AFFO per diluted share was $1.73, up $0.06.
  • The company acquired 45 properties for $132.5 million in Q4 2024 and 87 properties for $264.6 million in 2024, with no dispositions.
  • The credit facility increased from $765 million to $940 million; the company declared a Q4 2024 dividend of $0.3550 per common share.
Read the filing on SEC.gov ↗

Wyndham Hotels Q4 net income rises 70% to $85 million; 2025 outlook issued

Positive earnings Written later 2.027.01

Wyndham Hotels & Resorts reported fourth-quarter 2024 net income of $85 million, up from $50 million a year earlier, and full-year net income of $289 million, flat year over year. The company also issued 2025 guidance calling for adjusted diluted EPS of $4.66 to $4.78, compared with $4.33 in 2024, and raised its quarterly dividend by 8% to $0.41 per share.

  • Q4 2024 diluted EPS was $1.08, up from $0.60; full-year diluted EPS was $3.61, up 6%.
  • Full-year 2024 adjusted EBITDA rose 5% to $694 million; full-year transaction-related expenses were $47 million, tied to defending an unsuccessful hostile takeover attempt.
  • 2025 outlook: adjusted EBITDA of $745 million to $755 million and adjusted net income of $369 million to $379 million.
  • Quarterly dividend increase to $0.41 per share, from $0.38, expected to be declared in first quarter 2025.
Read the filing on SEC.gov ↗
MKSIMKS INC Feb 12, 4:31 PM ET

MKS Q4 2024 revenue rises to $935 million; GAAP net income $90 million

Positive earnings Written later 2.02

MKS Instruments reported fourth-quarter 2024 revenue of $935 million, up from $893 million a year earlier, and GAAP net income of $90 million, or $1.33 per diluted share, compared with a net loss of $68 million in the prior-year quarter. The company guided first-quarter 2025 revenue to $910 million, plus or minus $40 million, and non-GAAP diluted EPS to $1.40, plus or minus $0.27, which is below the fourth-quarter revenue level.

  • Q4 2024 revenue of $935 million vs. $893 million in Q4 2023; non-GAAP diluted EPS of $2.15 vs. $1.17
  • Q4 2024 GAAP net income of $90 million, or $1.33 per diluted share, vs. a net loss of $68 million in Q4 2023
  • Q1 2025 guidance: revenue of $910 million (plus or minus $40 million) and GAAP diluted EPS of $0.63 (plus or minus $0.28)
  • Company made a voluntary $100 million principal prepayment on its USD term loan B in January 2025
Read the filing on SEC.gov ↗
SCISERVICE CORP INTERNATIONAL Feb 12, 4:21 PM ET

SCI Q4 revenue rose 4% and EPS grew 12%; 2025 adjusted EPS guidance is $3.70 to $4.00

Positive earnings Written later 2.02

Service Corporation International reported fourth-quarter 2024 revenue of $1,093.0 million, up $37 million or 4% from a year earlier, and diluted EPS of $1.04, up from $0.93. The company also gave 2025 adjusted EPS guidance of $3.70 to $4.00, with a midpoint of $3.85, which it says is within its long-term growth framework of 8% to 12%. Full-year 2024 net income attributable to common stockholders was $518.6 million, down from $537.3 million, and diluted EPS was flat at $3.53.

  • Q4 2024 revenue $1,093.0 million vs $1,055.8 million; diluted EPS $1.04 vs $0.93
  • Q4 results included a $20.3 million California legal reserve reduction, offset by $17.2 million in divestiture and impairment losses and $11.5 million in restructuring charges
  • 2025 adjusted diluted EPS guidance $3.70 to $4.00, midpoint $3.85
  • Full-year 2024 net income attributable to common stockholders $518.6 million vs $537.3 million in 2023
Read the filing on SEC.gov ↗
QTWOQ2 Holdings, Inc. Feb 12, 4:17 PM ET

Q2 Holdings Q4 revenue rises 13% to $183.0 million; GAAP net income turns positive

Positive earnings Written later 2.02

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%
Read the filing on SEC.gov ↗

Essential Properties Q4 2024 AFFO per share rises 7% to $0.45; 2025 low end raised

Positive earnings Written later 2.027.01

Essential Properties Realty Trust reported fourth quarter 2024 results, with diluted net income per share of $0.30, down 3% from a year earlier, while AFFO per share rose 7% to $0.45 and total revenues reached $119.7 million, up from $97.7 million. The company raised the bottom end of its 2025 AFFO per share guidance by $0.01 to a range of $1.85 to $1.89, which indicates higher expected cash earnings per share for shareholders.

  • Q4 2024 diluted net income per share was $0.30, down 3%; total revenues were $119.7 million versus $97.7 million a year earlier.
  • Q4 2024 AFFO per diluted share was $0.45, up 7%; FFO per diluted share was $0.47, up 2%.
  • Q4 2024 investments totaled $333.4 million across 78 properties at an 8.0% weighted average cash cap rate.
  • 2025 AFFO per share guidance was raised at the bottom end by $0.01 to $1.85 to $1.89; investment volume estimate is $900 million to $1.1 billion.
Read the filing on SEC.gov ↗
RDDTReddit, Inc. Feb 12, 4:12 PM ET

Reddit Q4 revenue rises 71% to $427.7 million; net income reaches $71.0 million

Positive earnings Written later 2.02

Reddit reported fourth quarter 2024 revenue of $427.7 million, up 71% from a year earlier, and net income of $71.0 million, compared with $18.5 million in the prior-year quarter. For the first quarter of 2025, Reddit estimated revenue of $360 million to $370 million and Adjusted EBITDA of $80 million to $90 million, giving shareholders a range to compare with future results.

  • Q4 2024 revenue was $427.7 million, up 71% year over year; advertising revenue was $394.5 million.
  • Q4 2024 diluted EPS was $0.36; basic EPS was $0.40. Net income was $71.0 million versus $18.5 million a year earlier.
  • Full-year 2024 revenue was $1.3 billion, up 62%, and the full-year net loss was $484.3 million.
  • Q1 2025 outlook: revenue of $360 million to $370 million and Adjusted EBITDA of $80 million to $90 million.
Read the filing on SEC.gov ↗
PLMRPalomar Holdings, Inc. Feb 12, 4:10 PM ET

Palomar Holdings Q4 net income rises 35% to $35.0 million

Positive earnings Written later 2.02

Palomar Holdings reported fourth-quarter 2024 net income of $35.0 million, or $1.29 per diluted share, up from $25.9 million, or $1.02, a year earlier. Adjusted net income rose 47.5% to $41.3 million, and the company expects full-year 2025 adjusted net income of $180 million to $192 million, compared with $133.5 million in 2024.

  • Q4 2024 gross written premiums rose 23.3% to $373.7 million, and net earned premiums rose 54.6%.
  • Q4 2024 diluted adjusted EPS was $1.52, versus $1.11 in Q4 2023; the combined ratio was 75.9%, versus 74.2%.
  • Q4 2024 catastrophe losses were $8.1 million, primarily related to Hurricane Milton.
  • For full-year 2025, the company expects adjusted net income of $180 million to $192 million, including $8 million to $12 million of catastrophe losses.
Read the filing on SEC.gov ↗
HUBSHUBSPOT INC Feb 12, 4:10 PM ET

HubSpot Q4 revenue rises 21% to $703.2 million; 2025 revenue guided up 14%

Positive earnings Written later 2.02

HubSpot reported fourth-quarter 2024 revenue of $703.2 million, up 21% from a year earlier, and GAAP net income of $4.9 million, compared with a net loss of $12.4 million in Q4 2023. For 2025, the company guided total revenue to $2.985 billion to $2.995 billion, up 14% year over year, and non-GAAP net income per diluted share to $9.11 to $9.19, which is a slower growth rate than the 21% reported for full-year 2024.

  • Q4 2024 total revenue was $703.2 million, up 21% as reported; subscription revenue was $687.3 million.
  • Q4 2024 GAAP net income was $4.9 million, or $0.09 per diluted share, versus a net loss of $12.4 million, or $0.25 per share, in Q4 2023.
  • Q4 2024 non-GAAP net income per diluted share was $2.32, compared with $1.77 in Q4 2023.
  • First-quarter 2025 revenue is guided to $697.0 million to $699.0 million, up 13% year over year.
Read the filing on SEC.gov ↗
STAGSTAG Industrial, Inc. Feb 12, 4:09 PM ET

STAG Industrial Q4 Core FFO per share up 5.2% to $0.61; full-year $2.40

Positive earnings Written later 2.02

STAG Industrial reported fourth-quarter and full-year 2024 results on February 12, 2025. Core FFO per diluted share rose 5.2% in the quarter to $0.61 and 4.8% for the year to $2.40, while full-year net income attributable to common stockholders fell 1.9% to $189.0 million. Shareholders get a measure of growth in core cash earnings, though full-year GAAP net income declined.

  • Q4 2024 Core FFO per diluted share was $0.61, up from $0.58 in Q4 2023; full-year 2024 was $2.40, up from $2.29.
  • Q4 2024 net income attributable to common stockholders was $50.9 million, up from $41.7 million; full-year was $189.0 million, down from $192.6 million.
  • Q4 2024 total revenue was $199.3 million, up from $183.3 million in Q4 2023.
  • Acquired 15 buildings in Q4 2024 for $293.7 million; portfolio occupancy was 96.5% as of December 31, 2024.
Read the filing on SEC.gov ↗
BROSDutch Bros Inc. Feb 12, 4:07 PM ET

Dutch Bros Q4 revenue rises 34.9% to $342.8 million; net income $6.4 million

Positive earnings Written later 2.027.01

Dutch Bros reported fourth-quarter 2024 revenue of $342.8 million, up 34.9% from a year earlier, and net income of $6.4 million, compared with a net loss of $3.8 million in the same period of 2023. The company also gave initial 2025 guidance of $1.555 billion to $1.575 billion in total revenue and $265 million to $275 million in Adjusted EBITDA, which it says reflects elevated coffee costs.

  • Q4 2024 total revenues rose 34.9% to $342.8 million; diluted EPS was $0.03 versus $(0.02) a year earlier.
  • Full-year 2024 revenues were $1.28 billion, up 32.6%, and net income was $66.5 million versus $10.0 million in 2023.
  • 2025 guidance: total revenues of $1.555 billion to $1.575 billion; Adjusted EBITDA of $265 million to $275 million; at least 160 shop openings; same shop sales growth of 2% to 4%.
Read the filing on SEC.gov ↗
CTRECareTrust REIT, Inc. Feb 12, 4:07 PM ET

CareTrust REIT Q4 net income nearly doubles to $52.1 million; 2025 guidance issued

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
HOODRobinhood Markets, Inc. Feb 12, 4:05 PM ET

Robinhood Q4 revenue rises 115% to $1.01 billion; net income reaches $916 million

Positive earnings Written later 2.02

Robinhood reported fourth-quarter 2024 total net revenues of $1.01 billion, up 115% from a year earlier, and net income of $916 million, or $1.01 diluted earnings per share, compared with $30 million, or $0.03, in Q4 2023. The profit figure includes a $369 million deferred tax benefit, which added $0.41 to diluted EPS, so shareholders may weigh it against core operating results. The company also gave a 2025 outlook for combined Adjusted Operating Expenses and SBC of $2.0 billion to $2.1 billion.

  • Q4 2024 total net revenues were $1.01 billion, up 115% year-over-year; transaction-based revenues were $672 million.
  • Q4 2024 net income was $916 million, including a $369 million deferred tax benefit worth $0.41 of diluted EPS.
  • Full-year 2024 net income was $1.41 billion, or $1.56 diluted EPS, compared with a net loss of $541 million in 2023.
  • 2025 outlook for combined Adjusted Operating Expenses and SBC is $2.0 billion to $2.1 billion; the Bitstamp and TradePMR acquisitions are expected to close in the first half of 2025.
Read the filing on SEC.gov ↗
SAHSONIC AUTOMOTIVE INC Feb 12, 8:50 AM ET

Sonic Automotive Q4 revenue hits record $3.9 billion; net income up 51%

Positive earnings Written later 2.027.01

Sonic Automotive reported fourth quarter 2024 revenue of $3.9 billion, up 9% year-over-year, with reported net income of $58.6 million, up 51%, and diluted earnings of $1.67 per share, up 50%. For the full year, revenue was $14.2 billion, down 1%, while reported net income rose 21% to $216.0 million; adjusted net income fell 7% in the quarter and 20% for the year, and the board approved a $0.35 per share quarterly dividend.

  • Q4 2024 total revenues $3.9 billion, up 9%; reported net income $58.6 million, up 51%; diluted EPS $1.67, up 50%
  • Q4 adjusted net income $53.1 million, down 7%; adjusted diluted EPS $1.51, down 7%
  • Full year 2024 revenues $14.2 billion, down 1%; reported net income $216.0 million, up 21%; diluted EPS $6.18, up 24%
  • Board approved quarterly cash dividend of $0.35 per share, payable April 15, 2025, to holders of record on March 14, 2025
Read the filing on SEC.gov ↗
CHEFChefs' Warehouse, Inc. Feb 12, 8:31 AM ET

Chefs' Warehouse Q4 sales up 8.7% to $1,033.6 million; diluted EPS $0.55 vs $0.38

Positive earnings Written later 2.02

Chefs' Warehouse reported fourth-quarter 2024 net sales of $1,033.6 million, up 8.7% from a year earlier, and GAAP net income of $23.9 million, or $0.55 per diluted share, versus $16.0 million, or $0.38, in the prior-year quarter. The company also issued fiscal 2025 guidance calling for net sales of $3.94 billion to $4.04 billion and adjusted EBITDA of $233 million to $246 million.

  • Q4 2024 net sales rose 8.7% to $1,033.6 million from $950.5 million
  • GAAP net income was $23.9 million, or $0.55 per diluted share, vs $16.0 million, or $0.38, in Q4 2023
  • Adjusted EBITDA was $68.2 million vs $59.0 million; operating income was $46.5 million vs $38.2 million
  • Fiscal 2025 guidance: net sales of $3.94 billion to $4.04 billion; adjusted EBITDA of $233 million to $246 million
Read the filing on SEC.gov ↗
DDOMINION ENERGY, INC Feb 12, 7:36 AM ET

Dominion Energy Q4 operating EPS rises to $0.58 from $0.29; 2025 guidance narrowed

Positive earnings Written later 2.02

Dominion Energy reported fourth-quarter 2024 operating earnings of $504 million ($0.58 per share), up from $260 million ($0.29 per share) a year earlier, though GAAP net income fell to $145 million ($0.15 per share) from $331 million ($0.37 per share). The company narrowed its 2025 operating EPS guidance to $3.28 to $3.52 per share, keeping the $3.40 midpoint unchanged, which signals no change to its outlook for shareholders.

  • Q4 2024 operating EPS of $0.58 versus $0.29 in Q4 2023; Q4 GAAP EPS of $0.15 versus $0.37
  • Full-year 2024 operating EPS of $2.77 versus $1.95 in 2023; full-year GAAP EPS of $2.44 versus $2.33
  • Q4 2024 operating revenue of $3.4 billion versus $3.5 billion in Q4 2023
  • 2025 operating EPS guidance narrowed to $3.28 to $3.52, midpoint $3.40; 5% to 7% long-term growth rate through 2029 reaffirmed
Read the filing on SEC.gov ↗

Wabtec Q4 adjusted EPS rises 9.1% to $1.68; 2025 adjusted EPS guidance $8.35-$8.75

Positive earnings Written later 2.027.01

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%.

  • Q4 2024 sales $2.58 billion, up 2.3%; GAAP diluted EPS $1.23, adjusted $1.68
  • Full-year 2024 sales $10.39 billion; GAAP diluted EPS $6.04, adjusted $7.56
  • 2025 guidance: adjusted EPS $8.35 to $8.75 and sales of $10.725 billion to $11.025 billion
  • Quarterly dividend raised 25%; share buyback authorization increased by $1.0 billion in December
Read the filing on SEC.gov ↗
CMECME GROUP INC. Feb 12, 7:05 AM ET

CME Group Q4 net income rises to $875 million; full-year revenue hits record $6.1 billion

Positive earnings Written later 2.02

CME Group reported fourth-quarter 2024 revenue of $1.5 billion, up from $1.4 billion a year earlier, with diluted earnings per share of $2.40 versus $2.24. For full-year 2024, revenue was $6.1 billion and diluted earnings per share were $9.67, compared with $8.86 in 2023. On February 6, 2025, the company also declared a first-quarter dividend of $1.25 per share, up 9% from $1.15.

  • Q4 2024 net income was $875 million, up from $815 million in Q4 2023; diluted EPS was $2.40 versus $2.24.
  • Q4 2024 adjusted diluted EPS was $2.52, a non-GAAP measure reconciled to GAAP in the release.
  • Full-year 2024 revenue was $6.1 billion and net income was $3.5 billion.
  • First-quarter 2025 dividend of $1.25 per share, a 9% increase from $1.15.
Read the filing on SEC.gov ↗
EXCEXELON CORP Feb 12, 6:56 AM ET

Exelon Q4 adjusted EPS rises to $0.64; 2025 outlook set at $2.64-$2.74 per share

Positive earnings Written later 2.027.01

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
Read the filing on SEC.gov ↗
RRYDER SYSTEM INC Feb 12, 6:55 AM ET

Ryder Q4 comparable EPS rises to $3.45 from $2.95; 2025 outlook $13.00-$14.00

Positive earnings Written later 2.027.01

Ryder reported fourth-quarter 2024 results for the three months ended December 31, 2024. Fourth-quarter GAAP diluted EPS from continuing operations was $3.11, up from $2.74, and comparable EPS was $3.45, up from $2.95, with total revenue of $3.2 billion, up 5%. The company also forecast 2025 comparable EPS of $13.00 to $14.00, compared with full-year 2024 comparable EPS of $12.00.

  • Q4 2024 GAAP EPS from continuing operations was $3.11 vs. $2.74; comparable EPS was $3.45 vs. $2.95.
  • Q4 2024 total revenue was $3.2 billion, up 5%; operating revenue (non-GAAP) was $2.6 billion, up 7%.
  • Full-year 2024 comparable EPS was $12.00, down from $12.95; full-year GAAP EPS was $11.06, up from $8.73.
  • 2025 forecast: comparable EPS $13.00-$14.00, GAAP EPS $12.40-$13.40, free cash flow (non-GAAP) $300-$400 million.
Read the filing on SEC.gov ↗
TELTE Connectivity plc Feb 12, 6:50 AM ET

TE Connectivity to buy Richards Manufacturing for $2.3 billion in cash and debt

Positive m&a Written later 1.017.018.01

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.
Read the filing on SEC.gov ↗
NINISOURCE INC. Feb 12, 6:40 AM ET

NiSource raises 2025 adjusted EPS guidance to $1.85-$1.89 after 2024 results

Positive guidance Written later 2.02

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
Read the filing on SEC.gov ↗
SWSmurfit Westrock plc Feb 12, 6:37 AM ET

Smurfit Westrock Q4 net income rises to $146 million from $50 million

Positive earnings Written later 2.027.01

Smurfit Westrock reported fourth-quarter 2024 net sales of $7.5 billion, up from $2.9 billion a year earlier, and net income of $146 million, up from $50 million. For the full year, net income was $319 million, down from $826 million in 2023, and full-year Combined Adjusted EBITDA of $4.7 billion was in line with guidance. The company also expects first-quarter 2025 Adjusted EBITDA of approximately $1.25 billion, assuming current market conditions prevail.

  • Q4 2024 net sales $7,539 million vs. $2,862 million in Q4 2023; Q4 net income $146 million vs. $50 million
  • Q4 2024 Adjusted EBITDA $1,166 million, with a 15.5% margin, vs. $447 million and 15.6% a year earlier
  • Full-year 2024 net income $319 million vs. $826 million in 2023; Full Year Combined Adjusted EBITDA $4.7 billion, in line with guidance
  • Expects Q1 2025 Adjusted EBITDA of approximately $1.25 billion; quarterly dividend of $0.4308 per share, up 42%
Read the filing on SEC.gov ↗
WATWATERS CORP /DE/ Feb 12, 6:03 AM ET

Waters Q4 sales up 6% to $873 million; 2025 non-GAAP EPS guided to $12.70-$13.00

Positive earnings Written later 2.02

Waters reported fourth-quarter 2024 sales of $873 million, up 6% as reported and 8% in constant currency, and non-GAAP EPS of $4.10, up 13%. Full-year 2024 sales were flat at $2,958 million, while GAAP EPS fell to $10.71 from $10.84 and non-GAAP EPS rose 1% to $11.86. The company guided full-year 2025 non-GAAP EPS to $12.70 to $13.00 and reported sales growth of 2.5% to 5.0%, which gives shareholders a range for next year's earnings.

  • Q4 2024 sales were $873 million, above the high end of the company's guidance range, with Pharma sales up 10% in constant currency.
  • Q4 2024 GAAP diluted EPS was $3.88 versus $3.65 a year earlier; non-GAAP EPS was $4.10 versus $3.62.
  • Full-year 2024 sales were $2,958 million, flat versus $2,956 million in 2023; GAAP EPS was $10.71 versus $10.84.
  • 2025 guidance: non-GAAP EPS of $12.70 to $13.00 and reported sales growth of 2.5% to 5.0%, including an expected foreign exchange headwind of about 4% to EPS.
Read the filing on SEC.gov ↗
GNRCGENERAC HOLDINGS INC. Feb 12, 6:01 AM ET

Generac Q4 net sales rise 16% to $1.23 billion; EPS $2.15 vs $1.57 a year earlier

Positive earnings Written later 2.02

Generac reported fourth-quarter 2024 net sales up 16% to $1.23 billion and diluted EPS of $2.15, compared with $1.57 a year earlier. Full-year 2024 net sales rose 7% to $4.30 billion and diluted EPS was $5.39, versus $3.27 in 2023. The company also initiated 2025 guidance calling for net sales growth of about 3% to 7%, which shareholders can use as a baseline for future results.

  • Q4 net sales rose 16% to $1.23 billion from $1.06 billion; residential product sales rose 28% to $743 million.
  • Q4 net income attributable to the company was $117 million, or $2.15 per diluted share, versus $97 million, or $1.57, a year earlier.
  • Q4 Adjusted EBITDA was a record $265 million, or 21.5% of net sales, versus $213 million, or 20.0%, in the prior year.
  • For 2025, the company expects net sales growth of about 3% to 7% and Adjusted EBITDA margin of about 18.0% to 19.0%.
Read the filing on SEC.gov ↗

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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.