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).
VSE Corporation agreed on February 17, 2025 to sell its Fleet segment, including Wheeler Fleet Solutions, Co. and certain real estate, to One Equity Partners for up to $230 million in cash. The deal includes a $165 million payment at closing and an earn-out of up to $65 million tied to milestones, and the company intends to use the net proceeds to reduce borrowings under its credit agreement.
Total consideration of up to $230 million, including a $165 million closing payment ($140 million cash and $25 million seller note)
Earn-out payment of up to $65 million, subject to achieving certain milestones
Transaction is expected to close in the second quarter of 2025, subject to customary closing conditions and approvals
Company intends to use net proceeds to reduce existing borrowings under its credit agreement
Alliant Energy reported fourth-quarter and full-year 2024 results on February 20, 2025. GAAP earnings per share fell to $2.69 from $2.78, while non-GAAP EPS rose to $3.04 from $2.82, and the company affirmed its 2025 ongoing EPS guidance of $3.15 to $3.25. The gap between GAAP and non-GAAP results reflects charges the company excluded from its non-GAAP figures, including a $0.17 per share asset valuation charge tied to the Lansing Generating Station.
2024 GAAP EPS was $2.69 versus $2.78 in 2023; non-GAAP EPS was $3.04 versus $2.82.
2025 ongoing EPS guidance of $3.15 to $3.25 per share was affirmed, not changed.
Non-GAAP results exclude $0.17 per share for the Lansing asset valuation charge, $0.08 for restructuring and voluntary separation charges, and $0.06 for an asset retirement obligation charge.
A conference call to review the 2024 results is scheduled for February 21, 2025 at 9 a.m. central time.
Old National Bancorp disclosed that Michael L. Scudder, who had retired as Executive Chairman and a director on January 31, 2024, retired as an employee on February 15, 2025, completing his departure. The filing confirms the end of his remaining role with the company, which had been previously disclosed.
Michael L. Scudder retired as Executive Chairman and director on January 31, 2024, and stayed on as an employee.
Mr. Scudder retired as an employee on February 15, 2025.
The filing describes this as a follow-up to a previously disclosed event and reports no new compensation terms.
Live Nation reported fourth-quarter and full-year 2024 results on February 20, 2025, and disclosed corrections to previously issued financial statements for income tax expense on certain foreign subsidiaries. Full-year revenue rose 2% to $23.2 billion and adjusted operating income rose 14% to $2.15 billion, while GAAP operating income fell 24% to $824.5 million, and diluted EPS was $2.74 versus $1.34, helped by a $391.7 million income tax benefit. Shareholders face a mixed picture: earnings per share improved, but operating income declined and the fourth-quarter operating loss widened.
Full-year 2024 revenue of $23.2 billion, up 2%; operating income of $824.5 million, down 24% from $1.08 billion in 2023
Full-year diluted EPS of $2.74 versus $1.34; net income attributable to common stockholders of $896.3 million versus $556.9 million
Fourth-quarter operating loss of $239.4 million versus $81.5 million a year earlier, including $175.0 million of Astroworld estimated loss contingencies
2025 capital expenditures estimated at $900 million to $1 billion; company expects double-digit operating income and AOI growth in 2025
Papa John's International said director Anthony Sanfilippo resigned from its Board of Directors, effective February 18, 2025, having informed the Board of his decision that day. The company thanked him for six years of service to the Board. The filing does not state a reason for the resignation or name a replacement.
Anthony Sanfilippo resigned from the Board of Directors effective February 18, 2025
He informed the Board of his decision on February 18, 2025
The company thanked him for his service of the last six years
The 8-K was filed February 20, 2025 and signed by Chief Legal & Risk Officer Caroline Miller Oyler
RingCentral reported fourth-quarter 2024 revenue of $615 million, up 8% year over year, and GAAP operating income of $16 million, compared with a $45 million loss a year earlier. For 2025, the company guided total revenue growth of 4% to 6% on a reported basis, after 9% growth in 2024, and free cash flow of approximately $500 million to $510 million.
Q4 2024 total revenue was $615 million, up from $571 million; subscriptions revenue was $590 million, up 8%.
GAAP operating income was $16 million versus a loss of $45 million in Q4 2023; GAAP net loss per share was $0.08 versus $0.50.
2025 guidance: total revenue growth of 4% to 6% on a reported basis; non-GAAP EPS of $4.13 to $4.27; free cash flow of approximately $500 million to $510 million.
Kira Makagon was promoted to President and Chief Operating Officer, effective February 20, 2025.
Con Edison reported 2024 adjusted earnings of $1,868 million, or $5.40 a share, up from $5.07 a share in 2023, while GAAP net income fell to $1,820 million from $2,519 million, mainly because of a 2023 gain on the sale of its Clean Energy Businesses. For 2025, the company expects adjusted earnings of $5.50 to $5.70 a share, which would be above its 2024 adjusted result, so shareholders get a higher adjusted earnings base but a lower fourth-quarter profit trend.
Fourth-quarter 2024 GAAP net income was $310 million, or $0.90 a share, versus $335 million, or $0.97 a share, a year earlier.
Fourth-quarter 2024 adjusted earnings were $340 million, or $0.98 a share, versus $346 million, or $1.00 a share, in the 2023 period.
Full-year 2024 operating revenues were $15,256 million, up from $14,663 million in 2023.
2025 adjusted EPS guidance is $5.50 to $5.70 a share, and the company forecasts 6% to 7% five-year compounded adjusted EPS growth.
IFF said Simon Herriott, its President of Health & Biosciences, will leave the company on March 31, 2025, and that his departure qualifies under the company's executive severance policy. Leticia Goncalves Lourenço will join as President of the Health & Biosciences division effective March 1, 2025, so the division will have a successor in place before Herriott's exit.
Simon Herriott, President, Health & Biosciences, leaves IFF on March 31, 2025
His departure is treated as a qualifying event under IFF's executive severance policy
Leticia Goncalves Lourenço joins IFF as President, Health & Biosciences, effective March 1, 2025
Vicor reported fourth-quarter 2024 net revenue of $96.2 million, up 3.8% from a year earlier, with net income of $10.2 million, or $0.23 per diluted share, versus $0.19 a year earlier. For the full year, revenue fell 11.4% to $359.1 million and net income dropped to $6.1 million, or $0.14 per diluted share, from $53.6 million, or $1.19, after a $19.5 million litigation-contingency expense. Shareholders see improving quarterly results but a sharp decline for the year.
Q4 2024 net revenue $96.2 million, up 3.8% from $92.7 million a year earlier
Q4 2024 net income $10.2 million, or $0.23 per diluted share, versus $0.19 a year earlier
Full-year 2024 net income $6.1 million, or $0.14 per diluted share, versus $1.19 in 2023
Full-year 2024 included a $19.5 million litigation-contingency expense; Q4 operating cash flow was $10.1 million versus $21.5 million a year earlier
Mondelez entered into two new unsecured revolving credit agreements on February 19, 2025, totaling $6.0 billion, and terminated its existing $1.5 billion 364-day and $4.5 billion five-year facilities. The company said it will use the new facilities for general corporate purposes, including working capital and support for its commercial paper program. Both agreements require minimum shareholders' equity of at least $25.0 billion.
New 364-day facility: $1.5 billion, terminating February 18, 2026, replacing a facility dated February 21, 2024
New five-year facility: $4.5 billion, terminating February 19, 2030 unless extended, replacing a facility dated February 23, 2022
Both facilities require minimum shareholders' equity of not less than $25.0 billion and carry JPMorgan Chase Bank, N.A. as administrative agent
Celsius agreed to acquire all membership interests in Alani Nu from its founders and Congo Brands for $1.275 billion in cash, 22,451,224 Celsius shares valued at $500 million, and up to $25 million more tied to 2025 sales. The deal is expected to close in the second quarter of 2025, subject to antitrust clearance, and the filing says it is not conditioned on financing. Shareholders face a large cash outlay and share issuance, with the stock portion equal to roughly 8.7% pro forma ownership according to the press release.
Cash consideration of $1.275 billion, subject to adjustment, plus 22,451,224 shares of common stock valued at $500 million
Up to $25 million in additional cash payable only if 2025 Alani Nu net sales meet an agreed target
Closing expected in the second quarter of 2025; Celsius must pay Alani Nu a $53.25 million termination fee if the deal fails on antitrust grounds
Press release says $900 million of fully committed debt financing and about $375 million of cash on hand will fund the cash portion
IDEX Corporation appointed Stephanie Disher and Matthijs Glastra to its Board of Directors, effective February 21, 2025, expanding the Board from 10 to 12 directors. Directors David C. Parry and Livingston L. Satterthwaite will retire after the 2025 Annual Meeting of Stockholders and will not stand for re-election, reducing the Board to 10 seats at that point.
Stephanie Disher joins the Board effective February 21, 2025 and will serve on the Nominating and Corporate Governance Committee.
Matthijs Glastra joins the Board effective February 21, 2025 and will serve on the Audit Committee.
David C. Parry and Livingston L. Satterthwaite will retire following the 2025 Annual Meeting of Stockholders.
Disher is CEO of Atmus Filtration Technologies and Glastra is Chair and CEO of Novanta Inc.
Ross Stores announced that CFO Adam Orvos will retire effective September 30, 2025. William Sheehan, currently Group Senior Vice President, Finance, was appointed Deputy Chief Financial Officer effective February 16, 2025, and is expected to succeed Orvos as CFO on October 1, 2025. The filing gives no financial results, so the change is a planned leadership transition rather than a change in company performance.
Adam Orvos (60) retires as Executive Vice President and CFO effective September 30, 2025
William Sheehan (56) appointed Deputy CFO effective February 16, 2025, and expected to become CFO on October 1, 2025
Sheehan joined Ross in February 2006 and has over 34 years of retail finance experience
Sheehan will report to Michael Hartshorn, Group President and Chief Operating Officer, as CFO
Stepan Company director Edward J. Wehmer will retire from the Board at the 2025 Annual Meeting of Stockholders, scheduled for April 29, 2025, and will not stand for re-election. The filing says the decision was not due to any disagreement with the Company. The Board will shrink from eight to seven directors, and Randall S. Dearth will become Lead Independent Director.
Wehmer notified the Board on February 18, 2025 and will serve until the April 29, 2025 Annual Meeting
Wehmer joined the Board in 2003, was Lead Independent Director since 2016, and chaired the Audit Committee from 2007 to 2023
Board size will fall from eight to seven directors upon his retirement
Randall S. Dearth will succeed Wehmer as Lead Independent Director
F&G Annuities & Life reported fourth-quarter and full-year 2024 results that showed higher earnings than a year earlier. Full-year net earnings attributable to common shareholders were $622 million, or $4.88 per diluted share, compared with a net loss of $58 million in 2023, and full-year adjusted net earnings rose to $546 million, or $4.30 per share, from $335 million. Fourth-quarter gross sales fell 15% from the prior year, but full-year gross sales rose 16% to a record $15.3 billion.
Q4 2024 net earnings were $323 million, or $2.50 per diluted share, versus a net loss of $299 million in Q4 2023.
Q4 2024 adjusted net earnings were $143 million, or $1.12 per share, up from $75 million, or $0.60 per share.
Assets under management reached a record $53.8 billion at December 31, 2024, up 10% from $49.1 billion a year earlier.
Book value per common share excluding AOCI was $44.28 at December 31, 2024, up from $40.42.
Ameriprise Financial's board appointed Glynis A. Bryan as a director effective March 1, 2025, on the recommendation of its Nominating and Governance Committee. She will also join the Audit and Risk Committee on the same date, and she will receive a pro rata share of the $190,000 annual deferred share unit grant under the outside director program.
Glynis A. Bryan appointed director effective March 1, 2025, upon recommendation of the Nominating and Governance Committee
Bryan also appointed to the Audit and Risk Committee effective March 1, 2025
Bryan eligible for a pro rata portion of the $190,000 annual deferred share unit grant, measured from March 1, 2025 to the 2025 annual meeting
Bryan was CFO of Insight Enterprises Inc. from 2007 through 2024
RPC Inc. said on February 18, 2025 that directors Gary W. Rollins and Pamela R. Rollins will not stand for re-election and will retire from the Board at the 2025 Annual Meeting of Stockholders. Both will keep serving as directors until that meeting, and the filing states there was no disagreement with the company over its operations, policies or practices.
Gary W. Rollins and Pamela R. Rollins informed the Board on February 18, 2025 of their retirement decision.
Their resignations take effect at the 2025 Annual Meeting of Stockholders.
The filing states there was no disagreement with the company on any matter relating to its operations, policies or practices.
Boise Cascade reported fourth-quarter and full-year 2024 results on February 20, 2025, with net income and sales both lower than in 2023. Lower EWP and plywood prices drove a sharp drop in Wood Products segment income, while Building Materials Distribution income was roughly flat in the quarter. Shareholders face a weaker earnings base, though the company reported $1,109.0 million of total available liquidity at year end and projected 2025 capital expenditures of $220 million to $240 million.
Q4 2024 net income was $68.9 million, or $1.78 per diluted share, down from $97.5 million, or $2.44, in Q4 2023; sales were $1.6 billion, down 5%.
Full-year 2024 net income was $376.4 million, or $9.57 per diluted share, down 22% from $483.7 million in 2023; sales were $6.7 billion, down 2%.
Wood Products segment income fell to $33.6 million in Q4 2024 from $64.1 million, due primarily to lower EWP and plywood sales prices.
The board declared a quarterly dividend of $0.21 per share payable March 19, 2025; about 250,000 shares were repurchased in January 2025 for about $30 million.
Darling Ingredients elected Soren Schroder, a former Bunge Global SA chief executive, as an independent director effective February 20, 2025, and increased the board to eleven members. He joins the Audit and Compensation Committees, which matters to shareholders as a board governance change with no reported effect on financial results.
Soren Schroder elected to the board effective February 20, 2025, and named to the Audit and Compensation Committees.
Board size increased to eleven members; the board determined Schroder is independent under NYSE standards.
Schroder receives the standard non-employee director pay: a $100,000 annual retainer and a $150,000 annual restricted stock unit grant, prorated for 2025.
He previously served as Chief Executive Officer of Bunge Global SA from 2013 to 2019.
World Kinect reported a fourth-quarter 2024 GAAP net loss of $102 million, or $1.77 per diluted share, after a one-time non-cash pre-tax loss of approximately $111 million on the sale of its Brazil subsidiaries. Adjusted diluted EPS rose 15% to $0.62, but revenue fell 19% to $9.76 billion in the quarter and 12% to $42.17 billion for the full year, while full-year GAAP net income was $67 million, or $1.13 per diluted share.
Q4 2024 revenue was $9.76 billion, down 19% from $12.00 billion a year earlier.
Q4 2024 GAAP net loss was $102 million, or $1.77 per diluted share, compared with a loss of $0.58 per share in Q4 2023.
Q4 2024 adjusted diluted EPS was $0.62, up 15% from $0.54.
Full-year 2024 GAAP net income was $67 million, or $1.13 per diluted share; adjusted diluted EPS was $2.18, up 12%.
Fidelity National Financial reported fourth-quarter 2024 net earnings attributable to common shareholders of $450 million, or $1.65 per diluted share, compared with a net loss of $69 million, or $0.25 per share, in the fourth quarter of 2023. Adjusted net earnings were $366 million, or $1.34 per share, versus $204 million, or $0.75 per share, a year earlier, and total revenue was $3.6 billion versus $3.4 billion. The results were released in an earnings release filed as Exhibit 99.1 to this 8-K, and management will hold an investor call on February 21, 2025.
Q4 2024 net earnings attributable to common shareholders of $450 million, $1.65 per diluted share, versus a net loss of $69 million, $0.25 per share, in Q4 2023
Q4 2024 adjusted net earnings of $366 million, $1.34 per share, versus $204 million, $0.75 per share, in Q4 2023
Full year 2024 net earnings of $1.3 billion, $4.65 per share, versus $517 million, $1.91 per share, in 2023
Q4 2024 F&G gross sales of $3.5 billion, down 15% from Q4 2023; FNF paid common dividends of $0.50 per share totaling $141 million in Q4
Employers Holdings reported fourth-quarter 2024 net income of $28.3 million, down from $45.6 million a year earlier, while full-year 2024 net income edged up to $118.6 million from $118.1 million. Full-year adjusted net income fell to $94.0 million from $101.7 million. The board also declared a first-quarter 2025 cash dividend of $0.30 per share.
Q4 2024 net income was $28.3 million ($1.14 per diluted share), versus $45.6 million ($1.77 per diluted share) in Q4 2023.
Full-year 2024 net income was $118.6 million ($4.71 per diluted share), versus $118.1 million ($4.45 per diluted share); full-year adjusted net income was $94.0 million, versus $101.7 million.
The board declared a $0.30 per share dividend on February 19, 2025, payable March 19, 2025 to holders of record as of March 5, 2025.
Globus Medical reported fourth-quarter 2024 net sales of $657.3 million, up 6.6% from a year earlier, and GAAP net income of $26.5 million, up from $15.0 million. For the full year, sales were $2.52 billion, up 60.6%, largely from the NuVasive merger, but GAAP net income fell to $103.0 million from $122.9 million. The company reaffirmed its stand-alone 2025 guidance and gave new guidance that includes the pending Nevro acquisition.
Q4 2024 GAAP diluted EPS was $0.19 versus $0.11; non-GAAP diluted EPS was $0.84 versus $0.60
Full-year 2024 GAAP diluted EPS was $0.75 versus $1.07 in 2023; non-GAAP diluted EPS was $3.04
Stand-alone 2025 revenue guidance of $2.66 billion to $2.69 billion reaffirmed; non-GAAP EPS guidance of $3.40 to $3.50
With Nevro acquisition, expected to close in late second quarter 2025, 2025 net sales guidance is $2.80 billion to $2.90 billion and non-GAAP EPS $3.10 to $3.40
Block reported fourth-quarter 2024 gross profit of $2.31 billion, up 14% year over year, and operating income of $13 million, compared with a loss of $131 million a year earlier. The company said 2025 gross profit growth should be at least 15% and Adjusted Operating Income should reach $2.1 billion, which gives shareholders a clear 2025 target to track.
Q4 2024 Adjusted Operating Income was $402 million, a 17% margin, and Adjusted EPS was $0.71, up 51% year over year
Q4 2024 diluted EPS was $3.05, including $1.9 billion of one-time income tax benefits in fiscal 2024
For 2025, Block expects gross profit growth of at least 15% and $2.1 billion of Adjusted Operating Income
Alarm.com reported fourth-quarter and full-year 2024 results, with full-year total revenue and GAAP net income higher than in 2023, and issued 2025 guidance above 2024 levels. Fourth-quarter GAAP net income and diluted earnings per share were slightly lower than a year earlier. The company also said Chief Financial Officer Steve Valenzuela will retire effective June 2, 2025, a date that may be extended to assist the transition to a new CFO.
Full-year 2024 total revenue rose 6.6% to $939.8 million; GAAP net income rose to $122.5 million from $80.3 million in 2023.
Fourth-quarter 2024 GAAP net income was $30.1 million, compared with $31.2 million, and diluted EPS was $0.56, compared with $0.58.
2025 guidance: total revenue of $978.2 million to $980.8 million and non-GAAP adjusted EBITDA of $188.0 million to $192.0 million.
CFO Steve Valenzuela announced on February 17, 2025 that he will retire effective June 2, 2025, not due to any disagreement with the company.
On February 20, 2025, NCR Atleos's Compensation & Human Resource Committee adopted standard award agreements for granting performance-based and time-based restricted stock units to the executive leadership team under its 2023 Stock Incentive Plan. The filing describes these as compensation arrangements rather than a leadership change, and it does not disclose any grant amounts.
Performance-based RSUs vest based on total stockholder return relative to a peer group over a three-year performance period.
Time-based RSUs vest annually in 33.33% increments, subject to continued employment or service.
Both agreements allow vesting to accelerate in certain circumstances after a change in control or a qualifying termination.
Forms are filed as Exhibits 10.1 and 10.2 to the 8-K.
American Homes 4 Rent reported fourth quarter 2024 results on February 20, 2025, with rents and other single-family property revenues up 6.8% year over year to $436.6 million and net income attributable to common shareholders of $123.2 million, or $0.33 per diluted share, versus $0.21 a year earlier. The company also gave full year 2025 Core FFO guidance of $1.80 to $1.86 per share and said it will raise its quarterly common dividend 15% to $0.30 in the first quarter of 2025.
Q4 2024 Core FFO attributable to common share and unit holders was $0.45 per share, up from $0.43 a year earlier
Full year 2025 Core FFO guidance is $1.80 to $1.86 per share, growth of 1.7% to 5.1%
Common dividend to rise 15% to $0.30 in the first quarter of 2025
Full year 2024 net income attributable to common shareholders was $398.5 million, or $1.08 per diluted share
VICI Properties reported fourth-quarter 2024 results on February 20, 2025, with total revenues up 4.7% year over year to $976.1 million and AFFO up 5.4% to $601.3 million. Net income attributable to common stockholders fell 17.8% to $614.6 million, or $0.58 per diluted share, mainly due to a $157.7 million year-over-year change in the CECL allowance. The company also gave preliminary 2025 AFFO guidance of $2,455 million to $2,485 million, or $2.32 to $2.35 per diluted share.
Q4 2024 AFFO was $601.3 million, up 5.4%, or $0.57 per share, up 3.6%
Full-year 2024 AFFO was $2,370.8 million, up 8.4%, or $2.26 per share, up 5.1%
2025 AFFO guidance is $2,455 million to $2,485 million, or $2.32 to $2.35 per diluted share
Moody's upgraded the issuer credit rating to Baa3 from Ba1, with a stable outlook
AMN Healthcare reported fourth quarter 2024 revenue of $735 million, down 10% from a year earlier, and a net loss of $188 million, or $4.90 per diluted share, driven by a $222 million non-cash goodwill impairment. The company also guided first quarter 2025 revenue to $660 million to $680 million, which it said is 17% to 20% lower than the year-ago period.
Q4 2024 revenue was $735 million, down 10% year over year; full year 2024 revenue was $2.98 billion, down 21%.
Q4 2024 GAAP net loss was $188 million ($4.90 per diluted share), versus net income of $12 million a year earlier, due to a $222 million goodwill impairment.
Adjusted diluted EPS was $0.75 in Q4 2024, compared with $1.32 a year earlier.
First quarter 2025 guidance calls for consolidated revenue of $660 million to $680 million and an adjusted EBITDA margin of 7.7% to 8.2%.
Copart reported second-quarter fiscal 2025 results for the three months ended January 31, 2025, with revenue up 14.0% to $1.16 billion and net income attributable to Copart up 19.0% to $387.4 million. Diluted earnings per share rose 21.2% to $0.40 from $0.33 a year earlier, and the company furnished the results in a press release as Exhibit 99.1.
Quarterly revenue rose $143.2 million, or 14.0%, to $1.16 billion; gross profit rose 13.2% to $525.6 million.
Net income attributable to Copart was $387.4 million, up 19.0% from $325.6 million a year earlier.
Six-month revenue was $2.31 billion, up 13.2%, and diluted EPS was $0.77 versus $0.68.
The company scheduled a conference call on February 20, 2025, at 5:30 p.m. Eastern Time.
Leidos subsidiary Leidos, Inc. sold $1 billion of senior unsecured notes in two $500 million tranches, due 2032 (5.400%) and 2035 (5.500%). Proceeds are planned for a tender offer for 3.625% notes due 2025, share repurchases, a partial term loan paydown, potential acquisitions and fees.
Two $500 million tranches: 5.400% notes due March 15, 2032 and 5.500% notes due March 15, 2035
Proceeds intended for tender offer of 3.625% notes due 2025, term loan repayment, share repurchases and potential acquisitions
Notes are guaranteed by Leidos Holdings, Inc.; interest is payable semi-annually from September 15, 2025
Holders can require repurchase at 101% of principal upon a change of control triggering event
Allison Transmission's board raised the quarterly dividend from $0.25 to $0.27 per share and approved up to $1.0 billion of additional share repurchases, bringing the total authorization to $5.0 billion. About $519 million remained available under the program as of December 31, 2024, and the company may modify or end repurchases at any time. Separately, director Richard P. Lavin told the company he will not stand for re-election at the 2025 annual meeting due to health considerations, and the filing says this is not a disagreement with the company.
Quarterly dividend rises from $0.25 to $0.27 per share, payable March 14 to holders of record on March 3
Total buyback authorization reaches $5.0 billion after a $1.0 billion increase; about $519 million remained available as of December 31, 2024
Director Richard P. Lavin will not stand for re-election at the 2025 annual meeting, citing health considerations
Annual stockholders meeting set for May 7, 2025, with a record date of March 10
Coca-Cola Consolidated reported fourth-quarter and full-year 2024 results on February 20, 2025. Net sales and profit rose in both periods, though management said 2025 will likely bring slower financial growth.
Q4 2024 net sales were $1.7 billion, up 7.1%; Q4 income from operations was $218.7 million, up 22.6%
Fiscal 2024 net income was $633.1 million, compared with $408.4 million in fiscal 2023
Q4 net income benefited from non-cash fair value adjustments to acquisition related contingent consideration
Management expects 2025 capital expenditures of approximately $300 million, compared with $371 million invested in 2024
Comfort Systems USA reported fourth-quarter 2024 net income of $145.9 million, or $4.09 per diluted share, up from $91.6 million, or $2.55, a year earlier, on revenue of $1.87 billion. For the full year, revenue rose to $7.03 billion from $5.21 billion, and the company also declared a quarterly dividend increase to $0.40 per share, which shareholders of record on March 10, 2025 will receive.
Q4 2024 net income was $145.9 million, or $4.09 per diluted share, versus $91.6 million, or $2.55, in Q4 2023.
Full-year 2024 revenue was $7.03 billion versus $5.21 billion in 2023; net income was $522.4 million, or $14.60 per diluted share, versus $9.01 in 2023.
Backlog was $5.99 billion at December 31, 2024, compared with $5.16 billion a year earlier.
Board declared a quarterly dividend of $0.40 per share, a $0.05 increase, payable March 21, 2025 to holders of record on March 10, 2025.
eXp World Holdings, Inc. (Nasdaq: EXPI) reported fourth-quarter and full-year 2024 results, with full-year revenue up 7% but a full-year net loss of $21.3 million, compared with a $9.0 million loss in 2023, including a $34.0 million litigation contingency accrual. The filing also shows a narrower fourth-quarter loss and a $0.05 per share quarterly dividend declared for shareholders of record on March 4, 2025. The filing names the issuer as eXp World Holdings, not AGNT, so this report reflects that company.
Full-year 2024 revenue rose 7% to $4.6 billion; fourth-quarter revenue was $1.1 billion.
Full-year net loss was $21.3 million ($0.14 per diluted share), including a $34.0 million litigation contingency; fourth-quarter net loss was $9.5 million versus $21.2 million a year earlier.
Full-year adjusted net income, a non-GAAP measure, was $12.2 million ($0.08 per diluted share).
Board declared a $0.05 per share dividend on Feb. 14, 2025, payable March 19, 2025 to holders of record on March 4, 2025.
Edison International's board increased its size from 11 to 12 members and appointed former U.S. Energy Secretary Jennifer Granholm as an independent director, effective April 1, 2025. The filing says she has not yet been named to any board committees and will receive standard non-employee director compensation.
Board size increased from 11 to 12 members; appointment made February 20, 2025, effective April 1, 2025
Granholm previously served as U.S. secretary of energy and as governor of Michigan
Filing states no related-party transactions requiring disclosure and no committee assignments yet
Press release furnished as Exhibit 99.1 also covers Southern California Edison board seat
Glaukos reported fourth-quarter 2024 net sales of $105.5 million, up 28% from a year earlier, and full-year 2024 net sales of $383.5 million, up 22%. The company also introduced 2025 net sales guidance of $475 million to $485 million, while its GAAP net loss narrowed to $33.6 million from $36.8 million a year earlier.
Q4 2024 net sales were $105.5 million, up 28% year over year, and GAAP net loss was $33.6 million, or $0.60 per diluted share, versus $0.75 a year earlier.
FY 2024 net sales were $383.5 million, up 22%; GAAP net loss was $146.4 million, or $2.77 per diluted share.
Q4 2024 GAAP gross margin was approximately 73%, compared with approximately 77% in Q4 2023.
The company introduced 2025 net sales guidance of $475 million to $485 million and ended 2024 with approximately $324 million in cash, short-term investments and restricted cash, and no debt.
CarGurus reported fourth-quarter 2024 revenue of $228.5 million, up 2% from a year earlier, and GAAP net income of $45.9 million, compared with a net loss of $22.6 million in the prior-year quarter. For the full year, revenue fell 2% to $894.4 million and GAAP net income fell 5% to $21.0 million, after a $144.4 million impairment charge. The company also guided first-quarter 2025 total revenue to $216 million to $236 million.
Q4 2024 Marketplace revenue rose 15% to $210.2 million; Q4 GAAP net income was $45.9 million, or $0.43 diluted EPS
Full-year 2024 total revenue was $894.4 million, down 2%, and included a $144.4 million impairment-related charge
Q4 2024 Non-GAAP Consolidated Adjusted EBITDA was $76.4 million, up 25%
Q1 2025 guidance: total revenue $216 million to $236 million; Non-GAAP EPS $0.41 to $0.47
Floor & Decor reported fourth-quarter fiscal 2024 net sales of $1.1 billion, up 5.7%, and diluted EPS of $0.44, up 29.4%, though comparable store sales fell 0.8%. For the full fiscal year, net sales rose 0.9% to $4.5 billion, but diluted EPS fell 16.7% to $1.90 and comparable store sales decreased 7.1%. The company also guided to fiscal 2025 diluted EPS of $1.80 to $2.10.
Q4 fiscal 2024 net sales of $1,107.4 million, up 5.7%; comparable store sales down 0.8%
Q4 diluted EPS of $0.44, up 29.4%, including a $0.05 benefit from a derivative litigation settlement
Fiscal 2024 operating income of $256.2 million, down 20.3%; diluted EPS of $1.90, down 16.7%
Fiscal 2025 guidance: net sales of approximately $4,740 million to $4,900 million and diluted EPS of approximately $1.80 to $2.10
MP Materials reported fourth-quarter 2024 revenue of $61.0 million, up 48% from a year earlier, while its net loss widened to $22.3 million from $16.3 million. For full year 2024, revenue fell 20% to $203.9 million and the company swung to a net loss of $65.4 million, compared with net income of $24.3 million in 2023. Higher production costs as separated rare earth products ramped up drove the decline in profitability, which matters to shareholders because the company is still in its production ramp.
Q4 2024 revenue $61.0 million, up 48% year over year; Q4 net loss $22.3 million versus $16.3 million a year earlier
Q4 Adjusted EBITDA was $(10.7) million, down $12.0 million year over year, driven mainly by elevated production costs
Full year 2024 revenue $203.9 million, down 20%; net loss $65.4 million versus net income of $24.3 million in 2023
Full year 2024 diluted EPS was $(0.57) versus $0.14 in 2023; the company repurchased 15.2 million shares in 2024
First Solar said it will sell $857 million of 2024 Section 45X tax credits to a third party at $0.955 per $1.00 of credits, with about $819 million in expected gross cash proceeds. The company expects the transaction to reduce its 2024 diluted earnings by about $0.42 per share, with a pre-tax earnings impact of about $39 million, and CFO Alex Bradley said it strengthens the balance sheet.
Sale of $857 million of 2024 Section 45X tax credits at $0.955 per $1.00 of credits
$645 million fixed portion paid December 6 and December 30, 2024; $212 million variable portion expected to close by February 28, 2025
Expected gross cash proceeds of about $819 million; 2024 pre-tax earnings impact of about $39 million and diluted EPS reduction of about $0.42
Century Aluminum reported fourth-quarter 2024 net sales of $631.0 million, up 17% from the third quarter, and net income attributable to stockholders of $47.7 million, or $0.47 per diluted share. Full-year net income of $339.4 million was lifted by a $245.9 million bargain purchase gain tied to the Jamalco acquisition, while full-year adjusted net income was $104.0 million, or $1.11 per share. The company expects first-quarter 2025 Adjusted EBITDA of $75 million to $85 million, a range whose midpoint is below the $82.4 million reported for the fourth quarter.
Q4 2024 Adjusted EBITDA attributable to stockholders was $82.4 million, down $21.3 million from the third quarter, which the company linked to a one-time Section 45X true-up recorded in the third quarter.
Full-year 2024 net income attributable to Century stockholders was $339.4 million, or $3.29 per diluted share, compared with a loss of $43.1 million in 2023.
Full-year 2024 adjusted net income was $104.0 million, or $1.11 per share, compared with $30.7 million, or $0.33 per share, in 2023.
First-quarter 2025 Adjusted EBITDA is expected to range from $75 million to $85 million, based on improved metal pricing and regional premiums offset by higher energy and raw material costs.
Universal Display reported fourth-quarter and full-year 2024 results. Full-year revenue rose to $647.7 million from $576.4 million and diluted EPS rose to $4.65 from $4.24, while fourth-quarter net income fell to $46.0 million ($0.96 per diluted share) from $62.0 million ($1.29). The company guided 2025 revenue to $640 million to $700 million and declared a first-quarter 2025 dividend of $0.45 per share.
Q4 2024 total revenue was $162.3 million versus $158.3 million in Q4 2023; diluted EPS was $0.96 versus $1.29.
Q4 2024 included $8.9 million of restructuring costs tied to the planned closure of the OVJP California location and $6.7 million of foreign exchange losses, a combined $0.26 reduction in diluted EPS.
Full-year 2024 net income was $222.1 million, or $4.65 per diluted share, versus $203.0 million, or $4.24, in 2023.
2025 revenue guidance is $640 million to $700 million; the first-quarter 2025 dividend is $0.45 per share, payable March 31, 2025 to holders of record on March 17, 2025.
Ryan Specialty reported fourth-quarter 2024 revenue of $663.5 million, up 24.5% from a year earlier, while GAAP net income fell 27.3% to $42.6 million. The company also issued 2025 outlook for organic revenue growth of 11.0% to 13.0% and adjusted EBITDAC margin of 32.5% to 33.5%, and raised its quarterly dividend 9.1% to $0.12 per share.
Q4 2024 revenue rose 24.5% to $663.5 million; organic revenue growth was 11.0%.
GAAP net income fell 27.3% to $42.6 million; diluted EPS was $0.10 versus $0.18 a year earlier.
Adjusted diluted EPS rose 28.6% to $0.45, compared with $0.35 in the prior-year period.
Quarterly dividend raised 9.1% to $0.12 per share, payable March 18, 2025, to holders of record on March 4, 2025.
On February 18, 2025, StandardAero's board elected Derek J. Kerr as a Class III director, effective that day. Carlyle affiliates, the company's controlling stockholder, designated him under the stockholders agreement dated October 1, 2024.
Board election effective February 18, 2025; Kerr designated by Carlyle affiliates
Annual cash retainer of $100,000 for board service
Initial and annual restricted stock unit awards each valued at $175,000 at the reference price, with vesting tied to the next annual meeting or first anniversary
ONEOK entered a second amended and restated credit agreement on February 14, 2025, with Citibank as administrative agent. The $3.5 billion unsecured revolving facility replaces the prior $2.5 billion facility and extends maturity from June 2028 to February 2030. Subsidiaries ONEOK Partners, Magellan, and EnLink guaranteed the obligations, which matters to shareholders because it expands the company's committed borrowing capacity and extends its debt maturity profile.
Facility size increased from $2.5 billion to $3.5 billion; ONEOK may request up to an additional $1.0 billion in commitments.
Maturity extended from June 2028 to February 2030, with the term running five years from the February 14, 2025 closing date.
Covenant requires a net leverage ratio not to exceed 5.00:1.00, stepping up to 5.50:1.00 for two fiscal quarters after an acquisition over $25 million.
Guarantors include ONEOK Partners, L.P., ONEOK Partners Intermediate Limited Partnership, Magellan Midstream Partners, L.P., and EnLink Midstream Partners, LP, all wholly owned subsidiaries.
Cognex named Matthew Moschner, formerly a Senior Vice President, as President and Chief Operating Officer effective immediately, with CEO Robert Willett continuing to lead the company. The board also amended the company's bylaws so the offices of CEO and President may be held by more than one person.
Moschner, 38, joined Cognex in 2017 and will oversee global engineering, products, sales and operations.
Annual base salary of $500,000 and target bonus of $500,000, with the opportunity to earn 0-250% of the bonus amount.
Promotion grant includes a stock option with an economic value of approximately $1,000,000, vesting in two equal installments on the fourth and fifth anniversaries.
Board approved the Second Amended and Restated By-Laws on February 19, 2025, effective immediately.
Texas Roadhouse reported fourth-quarter 2024 revenue of $1.44 billion, up 23.5%, and diluted earnings per share of $1.73, up 60.1%, in a 14-week quarter versus 13 weeks a year earlier. The Board also raised the quarterly dividend 11% to $0.68 per share and authorized a $500 million buyback that replaces a $300 million program, while amending its bylaws to adopt majority voting for uncontested director elections.
Q4 2024 revenue $1.44 billion vs. $1.16 billion; fiscal 2024 revenue $5.37 billion, up 16.0%
Q4 diluted EPS $1.73 vs. $1.08; fiscal 2024 diluted EPS $6.47 vs. $4.54
Quarterly dividend of $0.68 per share, payable April 1, 2025, to holders of record March 18, 2025
$500 million buyback begins February 24, 2025, with no expiration date; 2025 commodity cost inflation outlook updated to 3% to 4%
Sprouts Farmers Market reported fourth-quarter and full-year 2024 results on February 20, 2025, with net sales and diluted earnings per share both higher than in 2023. The company also gave 2025 outlook figures, including adjusted diluted EPS of $4.52 to $4.68, which is above its 2024 diluted EPS of $3.75.
Q4 2024 net sales of $2.0 billion, up 18%; comparable store sales up 11.5%
Q4 2024 diluted EPS of $0.79, versus $0.49 in Q4 2023; full-year diluted EPS of $3.75, versus $2.50 (adjusted $2.84)
Full-year 2024 net sales of $7.7 billion, up 13%; 33 new stores opened
2025 outlook: net sales growth of 10.5% to 12.5%, adjusted EBIT of $590 million to $610 million, and at least 35 new stores
Dropbox reported fourth-quarter 2024 revenue of $643.6 million, up 1.4% year over year, and fiscal 2024 revenue of $2.548 billion, up 1.9%. GAAP diluted earnings per share fell to $0.34 from $0.66, mainly because of $47.2 million in workforce reduction expenses and a prior-year real estate gain, while non-GAAP diluted EPS rose to $0.73 from $0.50. The release did not include forward guidance, which the company said would be given on its conference call.
Q4 2024 revenue was $643.6 million, up 1.4%; constant currency growth was 1.1%.
GAAP net income was $102.8 million, down from $227.3 million, including $47.2 million in workforce reduction expenses.
Non-GAAP diluted EPS was $0.73, versus $0.50 a year earlier; fiscal 2024 free cash flow was $871.6 million.
Dropbox said forward-looking guidance would be provided on its February 20, 2025 conference call and website.
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