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).
OGE Energy reported 2024 diluted earnings of $2.19 per share, up from $2.07 in 2023, with net income of $441.5 million compared with $416.8 million. The company guided to 2025 consolidated earnings of $2.21 to $2.33 per diluted share, with a $2.27 midpoint, and expects annual earnings per share growth of 5% to 7% from that midpoint, which signals continued growth for shareholders.
2024 net income was $441.5 million, or $2.19 per diluted share, versus $416.8 million, or $2.07, in 2023
Fourth-quarter 2024 net income was $101.9 million, or $0.50 per diluted share, versus $48.2 million, or $0.24, a year earlier
2025 guidance midpoint is $2.27 per diluted share, within a range of $2.21 to $2.33
Board approved a second-quarter dividend of $0.42125 per common share, payable April 25, 2025, to holders of record on April 7, 2025
Element Solutions reported full-year 2024 net sales of $2.46 billion, up 5% from 2023, and reported net income of $245 million, up from $118 million. It also issued 2025 adjusted EBITDA guidance of $520 million to $540 million, while fourth-quarter net income fell 29% to $55 million.
Full-year 2024 adjusted EBITDA was a record $535 million, up 11% on a reported basis from $482 million in 2023.
Fourth-quarter 2024 net income was $55 million, down 29% from $77 million a year earlier.
2025 guidance: adjusted EBITDA of $520 million to $540 million, with first-quarter 2025 adjusted EBITDA of about $125 million.
The company expects a reduction of about $30 million from the Graphics business sale, expected to close in the first quarter of 2025 for about $325 million.
La-Z-Boy reported fiscal third-quarter 2025 results for the quarter ended January 25, 2025, with sales up 4% to $522 million and GAAP diluted EPS of $0.68, up from $0.66 a year earlier. The company guided fiscal fourth-quarter sales to $545-565 million and Non-GAAP operating margin to 8.5-9.5%, assuming no significant changes in tariffs. The board also declared a $0.22 quarterly dividend, and the company has returned $90 million to shareholders year to date.
Third-quarter sales were $522 million, up 4%; Retail segment sales rose 11% to $228 million
GAAP net income attributable to La-Z-Boy fell 1% to $28.4 million, while GAAP diluted EPS rose to $0.68 from $0.66
Fourth-quarter outlook: sales of $545-565 million and Non-GAAP operating margin of 8.5-9.5%, assuming no significant tariff changes
Quarterly dividend of $0.22 per share, payable March 14, 2025 to holders of record on March 4, 2025
Devon Energy reported fourth-quarter 2024 net earnings of $639 million, or $0.98 per diluted share, and core earnings of $756 million, or $1.16 per share. The company raised its quarterly dividend 9 percent to $0.24 per share and lowered its 2025 capital program by about $200 million while raising its production forecast, which matters to shareholders because it adds to capital returned and reflects a higher expected output for less capital.
Q4 2024 net earnings were $639 million, up from $812 million in Q3 2024 but down from $1,152 million in Q4 2023.
Q4 2024 free cash flow was $738 million, and the company returned $444 million to shareholders through dividends and buybacks.
2025 production outlook raised 2 percent to 805,000 to 825,000 Boe per day; capital program of $3.8 to $4.0 billion, a 5 percent or $200 million decline.
Quarterly dividend raised 9 percent to $0.24 per share, payable Mar. 31, 2025, to holders of record on Mar. 14, 2025.
RB Global reported fourth quarter and full year 2024 results on February 18, 2025. Fourth quarter revenue rose 10% to $1.1 billion and net income rose 41% to $118.4 million, and the company gave a 2025 adjusted EBITDA outlook of $1,320 million to $1,380 million, compared with $1,302.7 million for full year 2024. The filing also confirms a quarterly dividend of $0.29 per share payable March 3, 2025.
Q4 2024 total revenue rose 10% year over year to $1.1 billion; diluted EPS was $0.58, up 41%.
Q4 2024 adjusted EBITDA rose 13% to $346.0 million; diluted adjusted EPS was $0.95, up 16%.
2025 outlook: adjusted EBITDA of $1,320 million to $1,380 million; GTV growth of 0% to 3%.
Quarterly cash dividend of $0.29 per share, payable March 3, 2025, to holders of record on February 14, 2025.
HealthEquity reported year-end operating metrics for the fiscal year ended January 31, 2025, showing growth in HSAs, total accounts and HSA Assets. The company affirmed its fiscal 2025 and 2026 guidance and set March 18, 2025 as the date for its fourth quarter and fiscal 2025 results, which will give shareholders the first full financial results for the period. The filing does not include reported revenue, profit or earnings per share for the period.
HSAs rose 14% to 9.9 million as of January 31, 2025, from 8.7 million a year earlier
HSA Assets grew 27% to $32.1 billion, from $25.2 billion a year earlier
Total Accounts rose 9% to 17.0 million; new HSAs from sales in the quarter fell 5% to 471
The company affirmed its fiscal 2025 and 2026 outlook and will report fourth quarter and fiscal 2025 results on March 18, 2025
Cadence reported fourth-quarter 2024 revenue of $1.356 billion, up from $1.069 billion a year earlier, and non-GAAP diluted EPS of $1.88, up from $1.38. For fiscal 2024, revenue reached $4.641 billion and non-GAAP EPS was $5.97, and the company gave 2025 guidance of $5.14 billion to $5.22 billion in revenue and $6.65 to $6.75 in non-GAAP EPS.
Q4 2024 revenue was $1.356 billion versus $1.069 billion in Q4 2023; GAAP diluted EPS was $1.24 versus $1.19.
Fiscal 2024 revenue was $4.641 billion versus $4.090 billion in 2023; non-GAAP diluted EPS was $5.97 versus $5.15.
Year-end backlog was $6.8 billion and current remaining performance obligations were $3.4 billion.
For fiscal 2025, the company expects GAAP diluted EPS of $4.19 to $4.29 and non-GAAP diluted EPS of $6.65 to $6.75.
Expeditors International of Washington reported fourth quarter 2024 results on February 18, 2025, with diluted EPS of $1.68 versus $1.09 a year earlier. Revenue, net earnings and operating income all rose sharply from the prior-year quarter, and the company said it returned $1.1 billion to shareholders through buybacks and dividends in 2024.
Diluted EPS of $1.68 for the quarter, up 54% from $1.09; full-year 2024 diluted EPS was $5.72 versus $5.01
Net earnings attributable to shareholders of $236 million, up 49%; operating income of $301 million, up 51%
Revenues of $3.0 billion for the quarter, up 30%; full-year 2024 revenues of $10.6 billion, up 14%
Repurchased 2.0 million shares in the quarter at an average price of $120.14; 2024 capital returned to shareholders totaled $1.1 billion
Vulcan Materials reported fourth-quarter 2024 revenue of $1,853.6 million, up from $1,834.3 million a year earlier, and adjusted EBITDA of $550.1 million, up from $476.1 million. For full-year 2024, revenue fell to $7,417.7 million from $7,781.9 million, while the company issued 2025 guidance calling for net earnings of $1.01 to $1.17 billion and adjusted EBITDA of $2.35 to $2.55 billion. The company also said it will redeem all $400 million of its 4.50% notes due 2025 on March 28, 2025.
Q4 2024 diluted EPS attributable to Vulcan was $2.21, versus $1.70 in Q4 2023
Full-year 2024 revenue was $7,417.7 million, versus $7,781.9 million in 2023
2025 guidance: net earnings attributable to Vulcan of $1.01 to $1.17 billion; adjusted EBITDA of $2.35 to $2.55 billion
Redemption of $400 million 4.50% notes due 2025 scheduled for March 28, 2025
Valmont reported fourth-quarter and full-year 2024 results. Q4 diluted EPS rose to $3.84 from $1.38 and net sales rose 2.1% to $1.04 billion, while full-year net sales fell 2.4% to $4.08 billion and diluted EPS rose to $17.19 from $6.78. The company also guided 2025 diluted EPS to $17.20 to $18.80 on net sales of $4.0 to $4.2 billion, a range that brackets the prior year's level.
Q4 2024 net sales rose 2.1% to $1.04 billion; operating income was $120.0 million, or 11.6% of net sales, versus $63.5 million a year earlier
Full-year 2024 diluted EPS was $17.19 versus $6.78 in 2023, which included a $140.8 million goodwill and intangible impairment in 2023
2025 outlook: net sales of $4.0 to $4.2 billion and diluted EPS of $17.20 to $18.80, excluding any effect from proposed additional U.S. tariffs on Mexico and Canada
Operating cash flow rose 86.7% to $572.7 million for the full year; Moody's upgraded the company's credit rating to Baa2
Waystar reported fourth-quarter and full-year 2024 results on February 18, 2025. Fourth-quarter revenue rose 18% to $244.1 million, and the company reported GAAP net income of $19.1 million, compared with a net loss of $14.4 million a year earlier; the full-year net loss narrowed to $19.1 million from $51.3 million. The company also issued fiscal 2025 guidance of $1.0 billion to $1.016 billion in revenue and $399 million to $407 million in adjusted EBITDA, giving shareholders a first forward view.
Q4 2024 revenue of $244.1 million, up 18% year over year; net income of $19.1 million, or $0.11 per diluted share, versus a $14.4 million loss a year earlier
Full-year 2024 revenue of $943.5 million, up 19%; adjusted EBITDA of $383.5 million, up 15%
2025 guidance: revenue of $1.0 billion to $1.016 billion; adjusted EBITDA of $399 million to $407 million; diluted non-GAAP net income per share of $1.29 to $1.32
Full-year 2024 net loss narrowed to $19.1 million from $51.3 million in 2023
Gilead Sciences' time-limited exclusive option to casdatifan expired without exercise, so Gilead has no future rights to the program and Arcus retains full global development and commercial rights, subject to Taiho's option for Japan and certain other Asian countries (excluding China). Arcus also reported preliminary cash, cash equivalents and marketable securities of approximately $992 million as of December 31, 2024, which remains unaudited and subject to closing procedures.
Gilead's casdatifan option expired without exercise, as announced February 18, 2025; Gilead has no future rights to casdatifan.
Taiho Pharmaceutical's option right covers its territory, limited to Japan and certain other Asian countries (excluding China).
Preliminary cash, cash equivalents and marketable securities were approximately $992 million as of December 31, 2024, unaudited and may change.
ARC-20 data reported February 15, 2025 (data cut-off January 3, 2025): confirmed ORR of 33% (9) in the 100mg QD cohort of 27 patients.
Allegion reported fourth-quarter 2024 revenue of $945.6 million, up 5.4%, and diluted EPS of $1.65, up 23.1% from $1.34, with adjusted EPS of $1.86, up 10.7%. For full-year 2025, the company expects reported revenue growth of 1% to 3% and adjusted EPS of $7.65 to $7.85, compared with reported EPS of $7.05 to $7.25.
Q4 2024 revenue $945.6 million, up 5.4% reported and up 3.5% organic; Americas segment revenue up 6.4%
Q4 2024 diluted EPS $1.65 vs. $1.34; adjusted EPS $1.86, up 10.7%
Full-year 2024 diluted EPS $6.82, up 11.4%; available cash flow $582.9 million, up 12.9%
2025 outlook: reported revenue growth 1% to 3%; adjusted EPS $7.65 to $7.85
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.