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).
EPAM reported fourth-quarter 2024 revenue of $1.248 billion, up 7.9% year over year, and GAAP diluted EPS of $1.80, up 8.4%. For full-year 2025, it guided to non-GAAP diluted EPS of $10.45 to $10.75 and GAAP diluted EPS of $6.78 to $7.08, compared with 2024 actuals of $10.86 non-GAAP and $7.84 GAAP.
Oceaneering reported fourth quarter 2024 revenue of $713 million, up 9% from a year earlier, and net income of $56.1 million, or $0.55 per diluted share, versus $0.43 a year earlier. For full year 2024, revenue was $2.7 billion, up 10%, and net income was $147 million, up 51%. The company also adjusted the lower end of its 2025 EBITDA guidance, citing potential impacts of geopolitical uncertainties, while its 2025 consolidated EBITDA range is $380 million to $430 million.
Q4 2024 revenue of $713 million, up 9% year over year; net income of $56.1 million, up 26%; diluted EPS of $0.55 versus $0.43
Full year 2024 revenue of $2.7 billion, up 10%; net income of $147 million, up 51%
2025 guidance: net income of $160 million to $190 million and consolidated EBITDA of $380 million to $430 million, with the lower end of the EBITDA range adjusted
Conference call and webcast scheduled for Thursday, February 20, 2025 at 10:00 a.m. Central Time
Valaris reported fourth quarter 2024 results. Net income rose to $131 million from $63 million in the third quarter, but revenue excluding reimbursable items fell to $548 million from $600 million and Adjusted EBITDA fell to $142 million from $150 million. The filing says the net income increase was helped by a $16 million discrete tax benefit, so the lower revenue and Adjusted EBITDA are the clearer signs of the quarter's operating trend.
Net income of $131 million, versus $63 million in the third quarter; diluted EPS was $1.88 versus $0.88
Revenue excluding reimbursable items of $548 million, down from $600 million, mainly on lower floater utilization
Adjusted EBITDA of $142 million, down from $150 million; the fourth quarter tax line included a $16 million discrete tax benefit
Host Hotels & Resorts reported fourth quarter 2024 revenues of $1,428 million, up 7.9%, while GAAP net income fell 18.7% to $109 million and diluted EPS fell 21.1% to $0.15. For full year 2025, the company guided to net income of $486 million to $546 million, below the $707 million reported for 2024, and diluted EPS of $0.68 to $0.77.
Q4 2024 revenues $1,428 million, up 7.9%; Q4 net income $109 million, down 18.7%
Full year 2024 revenues $5,684 million, up 7.0%; net income $707 million, down 6.0%; diluted EPS $0.99 vs. $1.04
2025 guidance: net income $486 million to $546 million; Adjusted EBITDAre $1,590 million to $1,650 million; comparable hotel Total RevPAR growth of 1.0% to 3.0%
Regular quarterly dividend of $0.20 per share announced February 19, 2025, payable April 15, 2025
American States Water reported fourth-quarter 2024 diluted EPS of $0.75, up from $0.55, with about $0.06 per share of that gain tied to retroactive electric rates approved by the California Public Utilities Commission. For the full year, recorded diluted EPS fell to $3.17 from $3.36 because 2023 included a $0.38 per share retroactive water rate benefit and a $0.13 per share revenue reversal. Shareholders also received notice of a $0.4655 quarterly dividend payable March 3, 2025.
Q4 2024 diluted EPS $0.75 vs. $0.55 in Q4 2023; $0.69 excluding the $0.06 per share retroactive electric rate impact
Q4 2024 total operating revenues $143.1 million vs. $125.2 million in Q4 2023
Full-year 2024 diluted EPS $3.17 vs. $3.36 in 2023; adjusted EPS rose to $3.17 from $2.85
Board approved a $0.4655 per share first-quarter 2025 dividend, payable March 3, 2025
Park Hotels & Resorts reported fourth-quarter 2024 net income attributable to stockholders of $66 million, down from $187 million a year earlier, as strike activity and renovations weighed on results. For full-year 2024, net income attributable to stockholders rose to $212 million from $97 million and diluted EPS was $1.01 versus $0.44, while Adjusted EBITDA fell 1.1% to $652 million. The company expects 2025 Comparable RevPAR growth of 0.0% to 3.0% and Adjusted FFO per share of $1.90 to $2.20.
Q4 2024 diluted EPS was $0.32 versus $0.88, and Comparable RevPAR fell 1.4% to $179.02
Full-year 2024 Comparable RevPAR rose 2.9% to $186.78, and Adjusted FFO per share was $2.06 versus $2.04
2025 outlook calls for Adjusted EBITDA of $610 million to $670 million and diluted EPS of $0.39 to $0.69
Strike and related labor activity cut full-year 2024 Comparable Hotel Adjusted EBITDA by $32 million
New York Mortgage Trust reported a fourth-quarter 2024 net loss attributable to common stockholders of $41.8 million, compared with net income of $31.5 million a year earlier, and a full-year 2024 net loss of $103.8 million. Net interest income rose, but a $131.6 million unrealized loss in the quarter drove the swing to a loss. The filing is from New York Mortgage Trust, Inc. (NYMT), not Adamas Trust, Inc. (ADAM) as named in the request.
Q4 2024 net loss attributable to common stockholders was $41.8 million ($0.46 per share), versus net income of $31.5 million ($0.35 per share) in Q4 2023.
Full-year 2024 net loss was $103.8 million ($1.14 per share), versus a $90.0 million loss ($0.99 per share) in 2023.
Q4 2024 net interest income rose to $26.7 million from $16.8 million a year earlier.
On February 19, 2025, the board extended the common and preferred stock repurchase programs to March 31, 2026, with $189.7 million and $97.6 million remaining available.
Clean Harbors reported fourth-quarter 2024 revenue up 7% to $1.43 billion, while net income fell to $84.0 million, or $1.55 per diluted share, from $98.3 million, or $1.81, a year earlier. For full-year 2024, revenue rose 9% to $5.89 billion and diluted EPS rose to $7.42 from $6.95, and the company guided to 2025 adjusted EBITDA of $1.15 billion to $1.21 billion.
Q4 2024 revenue rose 7% to $1.43 billion; Q4 diluted EPS was $1.55 versus $1.81 in Q4 2023.
Full-year 2024 net income was $402.3 million, or $7.42 per diluted share, versus $377.9 million, or $6.95, in 2023.
2025 guidance: adjusted EBITDA of $1.15 billion to $1.21 billion and adjusted free cash flow of $430 million to $490 million.
In Q1 2025, the company expects Environmental Services adjusted EBITDA to grow 4% to 6% and consolidated adjusted EBITDA to be flat.
PROG Holdings reported fourth-quarter 2024 revenue of $623.3 million, up 8.0% from a year earlier, and net earnings of $57.5 million, compared with $18.6 million. The quarter's net earnings included a $27.6 million deferred tax benefit. The company's full-year 2025 outlook calls for GAAP diluted EPS of $2.82 to $3.22, below the $4.53 it reported for 2024.
Q4 2024 diluted EPS was $1.34, versus $0.41 a year earlier; non-GAAP diluted EPS was $0.80, versus $0.72
Q4 2024 Progressive Leasing GMV was $597.5 million, up 9.1% year over year
Full-year 2025 outlook: total revenues of $2.515 billion to $2.590 billion and diluted EPS of $2.82 to $3.22
Q1 2025 outlook: total revenues of $665 million to $685 million and diluted EPS of $0.73 to $0.78
Gibraltar reported fourth-quarter 2024 net sales of $302.1 million, down 8.1% from a year earlier, while GAAP diluted EPS rose to $1.50 from $0.63 and adjusted diluted EPS rose 17.4% to $1.01. For 2025 it guided to net sales of $1.40 billion to $1.45 billion and adjusted EPS of $4.80 to $5.05, compared with $4.25 in 2024.
Q4 2024 net sales were $302.1 million, down 8.1%, driven by Renewables and continued Residential softness
Q4 2024 GAAP net income was $46.2 million, or $1.50 per diluted share, versus $19.4 million, or $0.63, a year earlier
Full-year 2024 net sales were $1.31 billion, and operating cash flow was $174 million
2025 guidance: net sales $1.40 billion to $1.45 billion; GAAP EPS $4.25 to $4.50; adjusted EPS $4.80 to $5.05
Charles River Laboratories reported fourth-quarter 2024 revenue of $1.00 billion, down 1.1%, and a GAAP loss of $4.22 per share after a $215.0 million goodwill impairment tied to its Biologics Solutions unit. Non-GAAP EPS rose 8.1% to $2.66 in the quarter, but full-year 2024 non-GAAP EPS fell 3.3% to $10.32, and the company guided to lower 2025 revenue and non-GAAP EPS of $9.10 to $9.60 while planning about $350 million in stock repurchases.
Q4 2024 revenue was $1.00 billion, down 1.1% from $1.01 billion; organic revenue declined 1.8%
Q4 GAAP loss per share was $(4.22), versus $3.62 diluted EPS a year earlier; the goodwill impairment accounted for $4.20 per share
2025 guidance: reported revenue decline of 7.0% to 4.5%; non-GAAP EPS of $9.10 to $9.60 versus $10.32 in 2024
Company plans to repurchase approximately $350 million of common stock in 2025
Trimble reported fourth-quarter 2024 revenue of $983.4 million, up 5% year over year, and non-GAAP diluted EPS of $0.89 versus $0.63 a year earlier. Full-year 2024 revenue fell 3% to $3,683.3 million, and the company set 2025 revenue guidance of $3.37 billion to $3.47 billion. The board also authorized a new $1.0 billion share repurchase program that replaces the prior $800.0 million authorization.
Q4 2024 revenue $983.4 million, up 5%; GAAP diluted EPS $0.36 versus $0.25 a year earlier
Etsy reported fourth quarter 2024 revenue of $852.2 million, up 1.2% year over year, and net income of $129.9 million, up 56.0%. Gross merchandise sales (GMS) fell 6.8% to $3.7 billion, and the company said first quarter 2025 GMS will decline at a rate similar to the fourth quarter, which points to continued weakness in sales volume for shareholders.
Q4 2024 diluted net income per share was $1.03, up from $0.62 a year earlier
Full-year 2024 revenue was $2.8 billion, up 2.2%, while full-year net income was $303.3 million, down 1.4%
Q1 2025 guidance: GMS decline similar to Q4 2024's 6.8%, take rate about 23%, adjusted EBITDA margin about 25-26%
In Q4 2024 Etsy repurchased about $260 million, or 4.9 million shares, of common stock
Stepan reported fourth-quarter 2024 net sales of $525.6 million, down 1% from a year earlier, and reported net income of $3.4 million versus a $1.2 million loss in the prior year. Adjusted net income fell 63% to $2.8 million, mainly due to pre-commissioning costs at its new Pasadena, Texas facility, a $2.9 million Latin American tax reserve and CEO transition expenses. The company also declared a quarterly dividend of $0.385 per share, payable March 14, 2025.
Q4 2024 net sales were $525.6 million, down 1% year over year; Polymers sales fell 12%
Q4 2024 reported net income was $3.4 million ($0.15 per diluted share) versus a $1.2 million loss a year earlier
Full-year 2024 net income rose 25% to $50.4 million, while full-year net sales fell 6% to $2.18 billion
Quarterly cash dividend of $0.385 per share payable March 14, 2025 to holders of record on March 3, 2025
Materion reported fourth quarter and full-year 2024 results on February 19, 2025, and gave 2025 adjusted earnings guidance of $5.30 to $5.70 per share. The fourth quarter net loss reflected $82.0 million of special items, including $73.2 million of Precision Optics impairments, while adjusted EBITDA reached a quarterly record. Full-year GAAP net income fell to $5.9 million from $95.7 million, and shareholders should weigh the large charges against the stronger operating measures.
Q4 2024 net loss of $48.8 million, or $2.33 per diluted share, versus net income of $19.5 million, or $0.93, a year earlier
Q4 2024 adjusted EBITDA of $61.5 million, a quarterly record, versus $53.3 million; full-year 2024 net income of $5.9 million, or $0.28 per diluted share, versus $95.7 million
2025 adjusted earnings guidance of $5.30 to $5.70 per diluted share, about 3% higher than 2024 at the midpoint; new mid-term adjusted EBITDA margin target of 23%
Healthcare Realty Trust reported a fourth-quarter 2024 net loss attributable to common stockholders of $106.8 million, or $(0.31) per diluted share, compared with a $40.5 million loss a year earlier, while normalized FFO per share rose to $0.40 from $0.39. The company also named Connie Moore interim President and CEO and guided to a 2025 loss per share of $(0.28) to $(0.20), which matters to shareholders because it signals continued reported losses alongside a leadership transition.
Fourth-quarter total revenues were $309.8 million, down from $330.4 million a year earlier.
Normalized FFO per share was $0.40 for the quarter, at the high end of prior guidance and up 2.5% year over year.
2025 guidance: earnings per share of $(0.28) to $(0.20) and normalized FFO per share of $1.56 to $1.60.
Connie Moore was appointed interim President and CEO, and the board is searching for a permanent CEO; the quarterly dividend is $0.31 per share, payable March 19, 2025.
Travel + Leisure Co. reported fourth-quarter 2024 net income of $119 million, or $1.72 per diluted share, down from $129 million, or $1.77, a year earlier, while net revenue rose to $971 million from $935 million. For full-year 2024, net income rose 4% to $411 million and diluted EPS rose to $5.82, and the company issued 2025 Adjusted EBITDA guidance of $955 million to $985 million, which shareholders will weigh against the lower fourth-quarter profit.
Q4 2024 net income $119 million and diluted EPS $1.72, versus $129 million and $1.77 in Q4 2023; net revenue $971 million, up from $935 million
Full-year 2024 net income $411 million and diluted EPS $5.82, versus $396 million and $5.28 in 2023; full-year net revenue $3.9 billion
2025 full-year Adjusted EBITDA guidance $955 million to $985 million; first-quarter 2025 guidance $195 million to $205 million
Management will recommend a first-quarter 2025 dividend of $0.56 per share to the Board in March 2025; the company repurchased $235 million of stock in 2024
Gentherm reported fourth-quarter and full-year 2024 results and issued 2025 guidance. Product revenues fell 3.8% in the fourth quarter and 0.9% for the full year, and adjusted diluted EPS declined in both periods, while full-year GAAP diluted EPS rose to $2.06 from $1.22. The company guided 2025 product revenues to $1.4 billion to $1.5 billion.
Q4 2024 product revenues were $352.9 million, down 3.8% from $366.9 million; Q4 adjusted diluted EPS was $0.29 versus $0.90
Full-year 2024 product revenues were $1,456.1 million, down 0.9%; full-year GAAP diluted EPS was $2.06 versus $1.22, and adjusted diluted EPS was $2.33 versus $2.59
2025 guidance: product revenues of $1.4 billion to $1.5 billion, adjusted EBITDA of 12% to 13% of product revenues, and capital expenditures of $70 million to $80 million
Conference call scheduled for February 19, 2025 at 8:00 a.m. Eastern Time
Innospec reported fourth-quarter 2024 net sales of $466.8 million, down 6% from a year earlier, and a net loss of $70.4 million, or $2.80 per diluted share, driven by a non-cash $155.6 million charge on the buy-out of its UK pension scheme. Excluding special items, adjusted EPS fell to $1.41 from $1.84, and full-year 2024 revenue fell 5% to $1.85 billion, so the charge and weaker sales weigh on shareholder results even as Performance Chemicals and Fuel Specialties operating income grew.
Q4 2024 net sales were $466.8 million, down 6% from $494.7 million in Q4 2023
Q4 GAAP net loss of $70.4 million, or $2.80 per diluted share, including a $155.6 million non-cash UK pension settlement charge
Adjusted EPS was $1.41 in Q4 versus $1.84 a year earlier; full-year adjusted EPS was $5.92 versus $6.09
Net cash was $289.2 million at December 31, 2024, compared with $203.7 million a year earlier
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.