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 reported fourth-quarter and full-year 2024 results, with revenue up 27% in the quarter and 26% for the year, while full-year GAAP diluted EPS fell 33% to $2.03. The company gave 2025 guidance only for its Aviation segment, withholding Fleet guidance because of the pending sale of that segment to One Equity Partners for up to $230 million. The filing also names Ben Thomas as chief operating officer and says Chief Legal Officer Farinaz Tehrani will resign effective March 28, 2025.
Q4 2024 revenue was $299.0 million, up 27%; GAAP diluted EPS was $0.77, down 6%; adjusted diluted EPS was $0.90, up 6%.
Full-year 2024 revenue was $1,080.1 million, up 26%; GAAP diluted EPS was $2.03, down 33%; adjusted diluted EPS was $3.13, down 5%.
2025 Aviation guidance: revenue growth of 35% to 40% and Adjusted EBITDA margin of 15.5% to 16.5%; no Fleet guidance due to the pending sale.
Ben Thomas appointed Chief Operating Officer effective immediately; Farinaz Tehrani to resign as Chief Legal Officer effective March 28, 2025.
Bristow Group reported fourth quarter and full-year 2024 results. Full-year net income rose to $94.8 million and Adjusted EBITDA of $236.8 million beat the top of its raised outlook, while fourth-quarter revenue fell from the prior quarter. The company also set a new $125 million share repurchase program, plans a quarterly dividend starting in Q1 2026, and intends to reduce gross debt to about $500 million by the end of 2026.
Full-year 2024 net income was $94.8 million, or $3.21 per diluted share, compared with a net loss of $6.8 million in 2023; total revenues were $1.4 billion versus $1.3 billion.
Fourth-quarter 2024 revenues were $353.5 million, down from $365.1 million in the third quarter, while diluted earnings per share rose to $1.07 from $0.95.
Full-year 2024 Adjusted EBITDA was $236.8 million, above the previously upward revised outlook range of $220 million to $230 million.
The company issued 2025 guidance of $1.420 billion to $1.615 billion in total revenues and $230 million to $260 million in Adjusted EBITDA, and plans a $0.125 per share quarterly dividend beginning in Q1 2026.
Innovex reported fourth-quarter 2024 revenue of $251 million, up 89% year-over-year, and adjusted EBITDA of about $49 million, up $17 million from a year earlier, with the Dril-Quip merger and DWS acquisition driving the gains. The board authorized a $100 million share repurchase program, and the company guided first-quarter 2025 adjusted EBITDA to $45 million to $50 million and revenue to $245 million to $255 million.
Q4 2024 revenue was $251 million, up 89% year-over-year and 65% sequentially; full-year 2024 revenue was $661 million, up 19%.
Q4 2024 adjusted EBITDA was about $49 million; free cash flow was $29 million.
Board authorized a $100 million share repurchase program.
Q1 2025 guidance: adjusted EBITDA of $45 million to $50 million and revenue of $245 million to $255 million.
Ovintiv reported a fourth-quarter 2024 net loss of $60 million, or $0.23 per diluted share, including a $350 million after-tax non-cash impairment. Full-year 2024 net earnings were $1.1 billion, or $4.21 per diluted share, down from $2.1 billion in 2023, and the Board declared a $0.30 quarterly dividend per share.
Q4 2024 net loss of $60 million, or $0.23 per diluted share, including a $350 million after-tax non-cash ceiling test impairment
Full-year 2024 net earnings of $1.1 billion, or $4.21 per diluted share, versus $2.1 billion ($7.90 per diluted share) in 2023
Full-year 2024 Non-GAAP Free Cash Flow of $1.7 billion; 2025 capital program of $2.15 to $2.25 billion
Quarterly dividend of $0.30 per share, payable March 31, 2025, to holders of record on March 14, 2025
Albany International reported fourth-quarter 2024 net revenues of $286.9 million, down 11.3% from a year earlier, and net income attributable to the company of $17.7 million ($0.56 per share) versus $30.5 million ($0.97 per share). The board also authorized a share repurchase program of up to $250 million, and the company gave initial 2025 guidance including total revenue of $1.165 to $1.265 billion and diluted EPS of $3.00 to $3.40.
Q4 2024 net revenues were $286.9 million, down 11.3%; adjusted EBITDA was $50.0 million, down 33.4% from $75.0 million
Full-year 2024 net revenues were $1.23 billion, up from $1.15 billion; full-year diluted EPS was $2.80 versus $3.55 in 2023
Board authorized a new share repurchase program of up to $250 million, superseding the current program
Initial 2025 guidance: total revenue of $1.165 to $1.265 billion, total adjusted EBITDA of $240 to $260 million, diluted EPS of $3.00 to $3.40
FirstEnergy reported full-year 2024 GAAP earnings from continuing operations of $978 million, or $1.70 per share, down from $1.96 in 2023, on revenue of $13.5 billion, up from $12.9 billion. Core (non-GAAP) earnings rose 8% to $2.37 per share, and the company introduced 2025 Core earnings guidance of $2.40 to $2.60 per share and a targeted 6-8% compound annual Core earnings growth rate through the five-year planning period. The GAAP decline reflects $0.93 per share in special items.
Full-year 2024 GAAP EPS was $1.70, versus $1.96 in 2023; Operating (non-GAAP) EPS was $2.63, versus $2.56.
Fourth-quarter 2024 GAAP EPS was $0.45, versus $0.30 a year earlier; Core EPS was $0.61, versus $0.52.
2025 Core EPS guidance is $2.40 to $2.60 per share, representing 5.5% growth at the midpoint over 2024 Core earnings.
Energize365 is extended through 2029 with a base capital investment plan of $28 billion, an 8% increase over the prior five-year program.
Encore Capital Group reported a full-year 2024 GAAP net loss of $139.2 million, or $5.83 per share, compared with a loss of $206.5 million in 2023, while full-year revenue rose 8% to $1.32 billion. Fourth-quarter results included a $100.6 million goodwill impairment and other Cabot-related charges tied to exiting Spanish and Italian non-performing loan markets, and the company said it expects 2025 collections to rise 11% to $2.4 billion and plans to resume share repurchases in 2025.
Full-year 2024 revenue of $1.32 billion, up 8% from 2023; fourth-quarter revenue of $265.6 million, down 4%
Fourth-quarter GAAP net loss of $225.3 million, or $9.42 per share, including $262.2 million in Cabot-related and other charges
Full-year 2024 collections rose 16% to $2.16 billion; 2025 collections are expected to increase 11% to $2.4 billion
Pure Storage reported fiscal fourth-quarter 2025 revenue of $879.8 million, up 11% year over year, and full-year revenue of $3.2 billion, up 12%. GAAP operating income and diluted EPS for the quarter fell from a year earlier, and the company guided fiscal 2026 revenue to $3.515 billion, up 11%, while its audit committee approved up to $250 million in additional share repurchases.
Q4 revenue $879.8 million, up 11% from $789.8 million a year earlier; full-year revenue $3.2 billion, up 12%.
Q4 GAAP operating income $42.5 million versus $57.4 million a year earlier; Q4 diluted EPS $0.12 versus $0.20.
FY26 guidance: revenue $3.515 billion, up 11%; non-GAAP operating income $595 million, a 17.0% margin.
Audit Committee approved up to an additional $250 million in share repurchases; Q4 repurchases totaled about $192 million.
MYR Group reported fourth-quarter 2024 revenue of $829.8 million, down 17.4% from a year earlier, and net income of $16.0 million, or $0.99 per diluted share, versus $1.43 a year earlier. For full-year 2024, revenue fell 7.7% to $3.36 billion and net income fell to $30.3 million, or $1.83 per diluted share, from $5.40 in 2023. The board also approved a $75.0 million share repurchase program that expires on September 5, 2025, which the company intends to fund with cash on hand and credit facility borrowings.
Q4 2024 revenue was $829.8 million, down $174.4 million from Q4 2023; net income was $16.0 million, or $0.99 per diluted share, versus $1.43
Full-year 2024 revenue was $3.36 billion, down 7.7%; net income was $30.3 million, or $1.83 per diluted share, versus $5.40 in 2023
Backlog was $2.58 billion at December 31, 2024, compared with $2.60 billion at September 30, 2024
Repurchase program authorizes up to $75.0 million of common stock through September 5, 2025, or until funds are exhausted
Effective at the close of the February 20, 2025 annual shareholders meeting, Paul C. Reilly stepped down as chief executive and became Executive Chair of the Board, while Paul M. Shoukry assumed the CEO role, as previously disclosed under the company's succession plan. Shareholders also elected all twelve director nominees, approved executive compensation on an advisory basis, and ratified KPMG LLP as auditor, and the Board declared a $0.50 quarterly common dividend.
Paul M. Shoukry became CEO and Paul C. Reilly became Executive Chair at the close of the February 20, 2025 annual meeting
Reilly's 2025 annual base salary was reduced from $750,000 to $500,000, effective March 1, 2025
Shareholders approved executive compensation with 89.39% of votes cast and ratified KPMG LLP with 96.60%
Quarterly common dividend of $0.50 per share is payable April 15, 2025 to holders of record on April 1, 2025
EMCOR reported record fourth-quarter and full-year 2024 revenues, diluted EPS and operating income, with fourth-quarter revenue up 9.6% to $3.77 billion and diluted EPS of $6.32. The company guided 2025 diluted EPS to $22.25 to $24.00 and increased its share repurchase authorization by $500 million.
Q4 2024 diluted EPS of $6.32 versus $4.47 a year earlier; full-year 2024 diluted EPS of $21.52 versus $13.31
Full-year 2024 revenues of $14.57 billion, up 15.8%; operating income of $1.34 billion, or 9.2% of revenues
2025 guidance: revenues of $16.1 billion to $16.9 billion, operating margin of 8.5% to 9.2%, diluted EPS of $22.25 to $24.00
Board authorized an additional $500 million for share repurchases under the existing program, which has no expiration date
Par Pacific reported a fourth-quarter 2024 net loss of $55.7 million, or $1.01 per diluted share, compared with net income of $289.3 million, or $4.77 per diluted share, a year earlier. For full year 2024, the company posted a net loss of $33.3 million, versus net income of $728.6 million in 2023, and Adjusted EBITDA fell to $238.7 million from $696.2 million. The company also said its Wyoming refinery has been idled since a February 12, 2025 operational incident and is expected to restart in mid-April at reduced throughput.
Q4 2024 revenues were $1.83 billion, down from $2.18 billion in Q4 2023
Full year 2024 net loss of $33.3 million, or $0.59 per diluted share, versus net income of $728.6 million in 2023
Repurchased 5 million common shares in 2024, or 9% of year-end shares outstanding
Wyoming refinery restart expected in mid-April 2025 at reduced throughput, with full operations by end of May
Graham Holdings reported fourth-quarter 2024 revenue of $1.2 billion, up 7%, and diluted earnings per share of $125.55, compared with $11.72 a year earlier. The EPS figure includes a one-time, noncash $653.4 million pension settlement gain; excluding certain items, fourth-quarter EPS was $22.58 versus $10.94. On February 25, 2025, the company also agreed to settle a significant portion of a mandatorily redeemable noncontrolling interest for $205 million.
Q4 2024 revenue was $1,245.8 million, up 7% from $1,166.8 million; operating income was $72.5 million versus $40.8 million.
Q4 diluted EPS was $125.55 versus $11.72; excluding certain items, EPS was $22.58 versus $10.94.
A $653.4 million pre-tax, noncash pension settlement gain was recorded in Q4 2024 after a group annuity purchase; the February 25, 2025 settlement totals $205 million, including $186.25 million in cash and $18.75 million in Class B stock.
Verisk reported fourth-quarter and full-year 2024 results, with revenue and per-share profit both higher than in the prior year, and gave 2025 guidance for revenue of $3,030 million to $3,080 million. The board also approved a 15% dividend increase and an additional $1.0 billion share repurchase authorization, which bear directly on shareholder returns.
Q4 2024 diluted EPS attributable to Verisk was $1.44, up 15.2%; diluted adjusted EPS was $1.61, up 15.0%.
Full-year 2024 revenue was $2,882 million, up 7.5%, and diluted EPS was $6.66, up 27.6%.
2025 guidance: revenue of $3,030 million to $3,080 million and diluted adjusted EPS of $6.80 to $7.10.
Board approved a 45-cent quarterly dividend payable March 31, 2025, up 15%, and an additional $1.0 billion buyback authorization on February 19, 2025.
DT Midstream reported full-year 2024 Adjusted EBITDA of $969 million, up from $924 million in 2023, and raised its 2025 Adjusted EBITDA guidance to $1.095 billion to $1.155 billion. Reported net income for 2024 was $354 million, or $3.60 per diluted share, down from $384 million in 2023, and the board raised the quarterly dividend 12% to $0.82 per share.
Full-year 2024 Adjusted EBITDA was $969 million, compared with $924 million in 2023.
Reported net income was $354 million, or $3.60 per diluted share, versus $384 million in 2023.
2025 Adjusted EBITDA guidance raised to $1.095 billion to $1.155 billion; 2026 early outlook is $1.155 billion to $1.225 billion.
Quarterly dividend of $0.82 per share, payable April 15, 2025 to stockholders of record on March 17, 2025.
Enovis reported fourth-quarter 2024 net sales of $561 million, up 23% on a reported basis, and adjusted earnings of $0.98 per diluted share, compared with $0.79 a year earlier. A $645 million non-cash goodwill impairment charge produced a fourth-quarter net loss from continuing operations of $704 million. The company also gave 2025 guidance of $2.19-2.22 billion in revenue and $3.10-3.25 in adjusted earnings per share, and CEO Matt Trerotola said he intends to retire once a successor is appointed.
Q4 2024 net sales $561 million, up 23% reported and 6% on a Comparable Sales basis
Q4 2024 net loss from continuing operations $704 million, including a $645 million goodwill impairment charge
Full-year 2024 net sales $2.1 billion, up 23%; full-year net loss from continuing operations $827 million
2025 outlook: revenue $2.19-2.22 billion, adjusted EBITDA $405-415 million, adjusted EPS $3.10-3.25; CEO Matt Trerotola plans to retire upon successor appointment
Enovis CEO Matt Trerotola told the Board on February 25, 2025, that he intends to retire, effective when the Board appoints and his successor assumes the CEO role. The Board is working with an executive search firm to find the next CEO, and the filing does not name a candidate or a timeline for the appointment.
Trerotola notified the Board of his retirement intention on February 25, 2025, and the company announced it in a February 26, 2025 press release.
He will stay on as an employee and Executive Advisor to the company and his successor for one year after the successor is appointed, under a Retirement and Transition Agreement not yet executed.
The Board is working with an executive search firm to identify the next CEO, described as a growth-oriented MedTech leader.
Trerotola will address the transition on the fourth quarter and full-year 2024 results call scheduled for 8:30 a.m. ET on February 26, 2025.
National Vision reported fourth-quarter 2024 net revenue of $437.3 million, up 3.9%, but a net loss from continuing operations of $(29.4) million, which the company attributed largely to a non-cash goodwill impairment charge. For fiscal 2024, revenue rose 3.8% to $1,823.3 million, while the net loss was $(27.2) million, compared with net income of $3.5 million in fiscal 2023, and adjusted diluted EPS rose to $0.52 from $0.47. The company also gave fiscal 2025 guidance, including adjusted diluted EPS of $0.52 to $0.64.
Q4 2024 net loss from continuing operations was $(29.4) million, versus $(14.7) million in Q4 2023; diluted EPS was $(0.37), versus $(0.19)
Q4 2024 adjusted diluted EPS was $(0.04), unchanged from Q4 2023; adjusted operating income rose to $3.2 million from $(2.7) million
Fiscal 2025 outlook (53 weeks ending January 3, 2026) includes net revenue of $1.901 billion to $1.955 billion and adjusted diluted EPS of $0.52 to $0.64
Cash balance was $73.9 million as of December 28, 2024; fiscal 2024 operating cash flow was $133.6 million
Clear Secure reported full-year 2024 revenue of $770.5 million, up 25.6%, and net income of $225.3 million, up from $49.9 million in 2023. The fourth-quarter results also include a one-time tax benefit. The company said President and CFO Kenneth Cornick will step down, with Michael Barkin named President and Jennifer Hsu named CFO, both effective March 31, 2025, and guidance calls for first-quarter 2025 revenue of $207-209 million.
Full-year 2024 operating income was $123.2 million, compared with $20.1 million in 2023.
Fourth-quarter 2024 net income of $116.6 million included a $165.5 million non-cash income tax benefit.
Kenneth Cornick resigns as President effective March 31, 2025, and remains CFO until his successor starts; Hsu, formerly of Chewy, becomes CFO effective March 31, 2025.
2025 guidance: first-quarter revenue of $207-209 million and full-year Free Cash Flow of at least $310 million.
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.