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).
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.
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.
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
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.
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
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.
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.
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.
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
MercadoLibre reported fourth-quarter and full-year 2024 results, with net revenues and financial income of $6.1 billion in the quarter, up 37% from a year earlier. Quarterly income from operations reached $820 million and net income reached $639 million, and the company described these as record quarterly results. The filing also notes that provisions for doubtful accounts are rising as the credit business grows, which weighed on margins.
Q4 2024 net revenues and financial income were $6,059 million, up from $4,409 million in Q4 2023.
Q4 2024 income from operations was $820 million, a 13.5% margin; net income was $639 million, a 10.5% margin.
Full-year 2024 net revenues and financial income were $20,777 million, up from $15,107 million in 2023.
Full-year 2024 income from operations was $2,631 million and net income was $1,911 million; the filing reports no guidance for 2025.
IDACORP reported fourth-quarter 2024 net income of $37.9 million, or $0.70 per diluted share, up from $31.3 million, or $0.61, a year earlier. For full-year 2024, net income was $289.2 million, or $5.50 per diluted share, compared with $5.14 in 2023, and the company initiated 2025 earnings guidance of $5.65 to $5.85 per diluted share.
Q4 2024 net income attributable to IDACORP was $37.9 million, or $0.70 per diluted share, versus $0.61 in Q4 2023.
Full-year 2024 net income was $289.2 million, or $5.50 per diluted share, versus $5.14 in 2023.
2025 EPS guidance is $5.65 to $5.85 per diluted share, assuming Idaho Power uses $60 million to $77 million of additional tax credits and normal weather.
Idaho Power's 2025 capital expenditures, excluding AFUDC, are estimated at $1.0 billion to $1.1 billion.
Choice Hotels reported fourth-quarter and full-year 2024 results on February 20, 2025. Full-year net income rose 16% to $299.7 million and diluted EPS was $6.20, both above the top end of the company's 2024 guidance. The company also gave 2025 guidance of $288 million to $300 million in net income and $6.04 to $6.29 in diluted EPS, with midpoints slightly below 2024 results.
Full-year 2024 net income rose 16% to $299.7 million; diluted EPS was $6.20, up 22%, both above the top end of guidance.
Full-year 2024 adjusted EBITDA rose 12% to a company record $604.1 million; adjusted diluted EPS was $6.88, up 13%.
2025 outlook: net income $288 million to $300 million; adjusted EBITDA $625 million to $640 million; diluted EPS $6.04 to $6.29.
In 2024 the company repurchased 3.1 million shares for $382.1 million and had 3.8 million shares remaining under its current authorization as of December 31, 2024.
Laureate Education reported fourth-quarter 2024 revenue of $423.4 million, up 3% as reported, and net income of $93.6 million versus $41.7 million a year earlier, with the company citing foreign exchange effects on intercompany balances as a main driver. For 2025, it expects revenue of $1,545 million to $1,570 million, flat to down 1% as reported, and Adjusted EBITDA of $467 million to $477 million, up 4% to 6% as reported.
Q4 2024 diluted EPS was $0.62 versus $0.26 a year earlier; full-year 2024 revenue was $1,566.6 million, up 6%.
Full-year 2024 net income was $296.4 million versus $107.3 million for 2023, which the company attributes mainly to currency effects and a discrete tax benefit.
2025 guidance: total enrollments of 489,000 to 495,000 students and revenue of $1,545 million to $1,570 million on an as-reported basis.
Laureate repurchased about $102 million of its common stock in 2024 and had $98 million of repurchase authorization remaining at December 31, 2024.
Upbound Group said CEO Mitch Fadel will retire as CEO and board member effective June 1, 2025, and CFO Fahmi Karam will succeed him as CEO and join the board on that date. The announcement came with fourth-quarter and full-year 2024 results, which showed higher revenue and earnings year over year and 2025 guidance above 2024 levels.
Fadel retires as CEO and director effective June 1, 2025; the filing says he will receive no cash severance.
Karam, 46, has been CFO since October 2022. His employment agreement sets a base salary of $1,100,000 and a target annual bonus of 150% of base salary.
Q4 2024 revenue was $1,079.2 million, up 6.0%. GAAP net earnings were $31.0 million, compared with a $11.3 million net loss a year earlier. Non-GAAP diluted EPS was $1.05, compared with $0.81.
Full-year 2024 revenue was $4.3 billion, up 8.2%. Full-year 2025 guidance is revenue of $4.50 to $4.75 billion and non-GAAP diluted EPS of $3.90 to $4.40.
UL Solutions reported fourth-quarter 2024 revenue of $739 million, up 8.0%, and net income of $85 million, up 37.1%. The company also introduced its 2025 outlook, calling for mid-single digit constant currency organic revenue growth and an Adjusted EBITDA margin of approximately 24%.
Q4 2024 revenue of $739 million, up 8.0% from $684 million; organic growth of 9.5%
Q4 2024 diluted EPS of $0.40 vs. $0.29 a year earlier; Adjusted Diluted EPS of $0.49
2025 outlook: mid single digit constant currency organic revenue growth; Adjusted EBITDA margin of approximately 24%
Full-year 2024 net cash from operating activities of $524 million and Free Cash Flow of $287 million
Cushman & Wakefield reported fourth-quarter 2024 revenue of $2.6 billion, up 3% from a year earlier, and net income of $112.9 million, compared with $69.8 million in the fourth quarter of 2023. For the full year, revenue was $9.4 billion, down $47.2 million, while net income was $131.3 million versus a net loss of $35.4 million in 2023. Both quarterly and full-year profit improved, with Capital markets and Leasing growth offsetting a decline in Services revenue.
Q4 2024 diluted EPS was $0.48, versus $0.30 in Q4 2023; adjusted diluted EPS was $0.48, up from $0.45.
Full-year 2024 diluted EPS was $0.56, versus a diluted loss of $0.16 in 2023.
Capital markets revenue rose 35% in Q4 2024, while Services revenue declined 3%.
Free cash flow for 2024 was $167.0 million, up $65.8 million from 2023; liquidity was $1.9 billion at December 31, 2024.
Freshpet reported fourth-quarter and full-year 2024 results, with net sales up 22.0% in the quarter and 27.2% for the year, and full-year net income of $46.9 million compared with a net loss of $33.6 million in 2023. The company guided 2025 net sales of $1.18 billion to $1.21 billion and Adjusted EBITDA of at least $210 million, and raised its 2027 Adjusted Gross Margin and Adjusted EBITDA margin targets.
Q4 2024 net sales were $262.7 million, up 22.0%, and net income was $18.1 million versus $15.3 million a year earlier.
Full-year 2024 Adjusted EBITDA was $161.8 million, compared with $66.6 million in 2023.
2025 guidance: net sales of $1.18 billion to $1.21 billion (up 21% to 24%) and Adjusted EBITDA of at least $210 million.
2027 targets: Adjusted Gross Margin raised to 48% from 45%, and Adjusted EBITDA margin raised to 22% from 18%; net sales target of $1.8 billion unchanged.
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.