1,024 material Form 8-K filings that 832 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).
Ormat reported fourth-quarter and full-year 2024 results on February 26, 2025, and gave its 2025 outlook. Q4 total revenues fell 4.4% to $230.7 million, while net income attributable to stockholders rose 14.3% to $40.8 million; for the full year, revenues rose 6.1% to $879.7 million but net income fell 0.5% to $123.7 million. Shareholders get a 2025 total revenue range of $935 million to $975 million and a $0.12 quarterly dividend.
Q4 2024 total revenues were $230.7 million, down from $241.3 million; diluted EPS was $0.67 versus $0.59 a year earlier.
Full-year 2024 total revenues were $879.7 million, up 6.1%; diluted EPS was $2.04 versus $2.08, down 1.9%.
2025 guidance: total revenues of $935 million to $975 million and adjusted EBITDA of $563 million to $593 million.
Board declared a $0.12 per share quarterly dividend, payable March 26, 2025, to holders of record as of March 12, 2025.
Cactus reported fourth quarter 2024 revenue of $272.1 million, versus $274.9 million a year earlier, and net income of $57.4 million, versus $62.1 million. For the full year, revenue rose to $1.13 billion from $1.10 billion and net income rose to $232.8 million from $214.8 million. Management said first quarter 2025 Spoolable Technologies revenue is expected to be softer than the fourth quarter, while Pressure Control revenue is expected to be flat to up sequentially.
Q4 2024 revenue $272.1 million vs $274.9 million in Q4 2023; diluted EPS $0.68 vs $0.74
Full-year 2024 revenue $1.13 billion vs $1.10 billion; diluted EPS $2.77 vs $2.57
Q1 2025 outlook: Spoolable Technologies revenue softer than Q4; Pressure Control flat to up sequentially
Quarterly dividend of $0.13 per Class A share payable March 20, 2025; cash of $342.8 million and no bank debt at December 31, 2024
LifeStance Health Group reported fourth-quarter and full-year 2024 results on February 27, 2025. Revenue grew 19% for the full year to $1.25 billion, and the full-year net loss narrowed to $57.4 million from $186.3 million in 2023. The company also expects 2025 revenue of $1.40 billion to $1.44 billion and Adjusted EBITDA of $130 million to $150 million.
Q4 2024 revenue was $325.5 million, up 16%; full-year revenue was $1.25 billion, up 19%.
Q4 2024 net loss was $7.1 million versus $45.0 million a year earlier; full-year net loss was $57.4 million versus $186.3 million.
Full-year 2024 Adjusted EBITDA was $119.7 million, up 103%; Free Cash Flow was $85.7 million.
2025 guidance: revenue of $1.40 billion to $1.44 billion, Center Margin of $440 million to $464 million, Adjusted EBITDA of $130 million to $150 million; Q1 2025 revenue of $320 million to $340 million.
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.
Donaldson reported fiscal second quarter 2025 results for the quarter ended January 31, 2025, with net sales of $870.0 million, down 0.8% from a year earlier, and GAAP diluted EPS of $0.79 versus $0.81. Adjusted diluted EPS rose to $0.83 from $0.81, and the company narrowed its fiscal 2025 adjusted EPS guidance to $3.60 to $3.68 while raising its adjusted operating margin outlook to 15.6% to 16.0%, so shareholders see mixed headline results with improved adjusted profitability.
Net sales were $870.0 million, down 0.8% year over year and up 0.9% in constant currency; Aftermarket sales rose 4.0% while On-Road sales fell 24.4%.
GAAP diluted EPS was $0.79 versus $0.81 a year ago; adjusted diluted EPS was $0.83, excluding $2.2 million of restructuring charges and $4.4 million of business development charges.
Fiscal 2025 adjusted EPS guidance was narrowed to $3.60 to $3.68, with the midpoint consistent with prior guidance.
Adjusted operating margin guidance was raised to 15.6% to 16.0%, up from 15.3% to 15.9%.
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.
NetApp said Elizabeth (Beth) O'Callahan, its Executive Vice President and Chief Legal Officer, will take on a broader role as Chief Administrative Officer effective March 3, 2025, adding Human Resources, Workplace Experience and Corporate Communications to her existing legal, compliance, government relations and sustainability duties. The Talent and Compensation Committee approved a new annual base salary of $715,000 for her, and the filing reports no earnings, guidance or financial results.
Title changes to Executive Vice President, Chief Administrative Officer and Secretary, effective March 3, 2025.
Her new annual base salary is $715,000, effective March 3, 2025.
She joined NetApp in 2013 and has been Chief Legal Officer since January 2022; she is 55.
Chief Executive Officer George Kurian is quoted in the accompanying press release, dated February 26, 2025.
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
Morningstar reported fourth-quarter 2024 revenue up 9.7% to $591.0 million and full-year 2024 revenue up 11.6% to $2.3 billion. Fourth-quarter diluted EPS rose to $2.71 from $1.71, including a $64.0 million gain on the sale of US TAMP assets, while adjusted diluted EPS rose 8.6% to $2.14. Revenue and profit both improved, although the adjusted operating margin slipped to 20.6% from 21.0%.
Q4 2024 revenue was $591.0 million, up 9.7% on a reported basis and 10.6% on an organic basis.
Q4 diluted EPS was $2.71 versus $1.71; the $64.0 million gain on the sale of US TAMP assets added $1.10 per share.
Q4 adjusted diluted EPS was $2.14, up 8.6%, and adjusted operating margin was 20.6% versus 21.0%.
Full-year 2024 diluted EPS was $8.58 versus $3.29, and free cash flow rose 127.5% to $448.9 million.
Chesapeake Utilities reported full-year 2024 net income of $118.6 million, or $5.26 per diluted share, up from $87.2 million, or $4.73, in 2023. Adjusted EPS of $5.39 was in line with its previously announced guidance range, and the company reaffirmed its 2025 EPS guidance of $6.15 to $6.35 per share, which matters to shareholders because it signals the company expects to keep growing earnings. Growth was driven largely by the Florida City Gas acquisition, though higher interest expense and additional shares outstanding partly offset the gains.
Full-year 2024 net income was $118.6 million ($5.26 per diluted share), compared with $87.2 million ($4.73) in 2023.
Full-year 2024 adjusted EPS was $5.39, compared with $5.31 in 2023, excluding Florida City Gas transaction and transition-related expenses.
Fourth-quarter 2024 net income was $36.7 million ($1.60 per share), compared with $25.3 million ($1.26) a year earlier; adjusted EPS was $1.63 versus $1.64.
The company reaffirmed 2025 EPS guidance of $6.15 to $6.35 per share and 2024 capital expenditures totaled $356 million.
On February 26, 2025, D.R. Horton completed a public offering of $700 million in 5.500% senior notes maturing October 15, 2035, receiving net proceeds of $695.2 million after the underwriting discount. The notes are guaranteed by substantially all of the company's current homebuilding subsidiaries and rank as general unsecured obligations. The filing adds $700 million of debt, which shareholders may weigh against the company's existing borrowings.
Principal amount: $700 million of 5.500% senior notes due October 15, 2035
Net proceeds after underwriting discount: $695.2 million
Interest payable semi-annually on April 15 and October 15, beginning October 15, 2025
Change of control plus ratings downgrade triggers an offer to repurchase at 101% of principal
Pebblebrook Hotel Trust reported fourth-quarter and full-year 2024 results and issued 2025 guidance. Full-year adjusted FFO per diluted share rose 5.0% to $1.68, while fourth-quarter adjusted FFO per share slipped to $0.20 from $0.21. The 2025 adjusted FFO per share outlook of $1.50 to $1.62 is below 2024, and the company cites Los Angeles fire impacts.
Q4 2024 net loss was $49.8 million, versus $41.9 million a year earlier; full-year 2024 net income was $0.0 million, versus a $74.3 million loss in 2023.
Adjusted FFO per diluted share was $0.20 in Q4 2024 (vs. $0.21) and $1.68 for full-year 2024 (up 5.0% from $1.60).
2025 outlook: adjusted FFO per diluted share of $1.50 to $1.62 and adjusted EBITDAre of $341.5 million to $355.5 million, versus $359.2 million in 2024.
Los Angeles fires are estimated to reduce 2025 adjusted FFO by $0.07 per diluted share; Q1 2025 net loss outlook is $33.9 million to $29.9 million.
Innoviva reported fourth quarter 2024 total revenue of $91.8 million, up from $85.8 million a year earlier, with U.S. net product sales of $24.9 million. Net income fell to $20.3 million, or $0.32 basic earnings per share, from $61.5 million, or $0.97, a year earlier, as the company cited changes in fair values of equity investments. The company said it expects U.S. net product sales to exceed $100 million in 2025.
Q4 2024 total revenue was $91.8 million, compared with $85.8 million in Q4 2023.
Q4 2024 net income was $20.3 million ($0.32 basic EPS), versus $61.5 million ($0.97) in Q4 2023.
Full year 2024 total revenue was $358.7 million and net income was $23.4 million ($0.37 basic EPS).
Company forecasts 2025 U.S. net product sales to exceed $100 million and plans a ZEVTERA launch in mid-2025.
Chemed reported fourth-quarter 2024 revenue of $640.0 million, up 9.2%, with GAAP diluted EPS of $6.02, up 2.0%, and adjusted diluted EPS of $6.83, up 3.5%. The company guided to full-year 2025 adjusted diluted EPS of $24.95 to $25.45, compared with $23.13 in 2024, while Roto-Rooter revenue and adjusted EBITDA declined in the quarter.
Q4 2024 revenue $640.0 million, up 9.2%; VITAS net patient revenue up 17.4% to $411.0 million
Roto-Rooter Q4 revenue fell 2.9% to $229.0 million and adjusted EBITDA fell 7.2% to $60.3 million
2025 guidance: adjusted diluted EPS of $24.95 to $25.45 versus $23.13 for 2024; Roto-Rooter revenue growth of 2.4% to 3.0%
Repurchased 388,235 shares for $212.8 million in the quarter; about $255.3 million of authorization remained at December 31, 2024
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.
Certara reported fourth-quarter 2024 revenue of $100.4 million, up 14% from a year earlier, and net income of $6.6 million, compared with a net loss of $12.5 million in the prior-year quarter. The company also issued full-year 2025 guidance, forecasting revenue of $415 million to $425 million and adjusted diluted EPS of $0.42 to $0.46.
Q4 2024 revenue was $100.4 million, up 14%; software revenue rose 26% to $42.3 million
Q4 2024 diluted EPS was $0.04 versus a loss of $0.08; adjusted EBITDA was $33.5 million, up 13%
2025 guidance: revenue of $415 million to $425 million and adjusted EBITDA margin of 30% to 32%
Full-year 2024 net loss narrowed to $12.1 million from $55.4 million in 2023
CRH reported fourth-quarter and full-year 2024 results on February 26, 2025. Full-year revenue was $35.6 billion, up 2%, while net income rose 15% to $3.5 billion and basic EPS rose 16% to $5.06. The company also guided 2025 net income to $3.7 billion to $4.1 billion and adjusted EBITDA to $7.3 billion to $7.7 billion, and it raised the quarterly dividend to $0.37.
FY 2024 total revenues $35.6 billion, up 2%; net income $3.5 billion, up 15%; adjusted EBITDA $6.9 billion, up 12%
FY 2024 basic EPS $5.06, up 16%; Q4 2024 basic EPS $1.03, up 4%
2025 guidance: net income $3.7 billion to $4.1 billion; adjusted EBITDA $7.3 billion to $7.7 billion; diluted EPS $5.34 to $5.80
Quarterly dividend increased to $0.37 per share; new $0.3 billion share buyback tranche to be completed by May 2, 2025; net debt rose to $10.5 billion
Rush Street Interactive reported fourth-quarter 2024 revenue of $254.2 million, up 31% year over year, and net income of $6.5 million compared with a net loss of $5.5 million a year earlier. For full-year 2024, revenue rose 34% to $924.1 million and net income was $7.2 million, versus a net loss of $60.1 million in 2023. The company also initiated 2025 guidance of $1,010 million to $1,080 million in revenue and $115 million to $135 million in Adjusted EBITDA.
Q4 2024 revenue was $254.2 million, up 31% from $193.9 million; net income was $6.5 million versus a net loss of $5.5 million in Q4 2023.
Full-year 2024 revenue was $924.1 million, up 34%, and net income was $7.2 million versus a net loss of $60.1 million in 2023.
2025 guidance: revenue of $1,010 million to $1,080 million and Adjusted EBITDA of $115 million to $135 million, with no prior guidance to compare against.
Q4 2024 Adjusted EBITDA was $30.6 million versus $11.5 million a year earlier; unrestricted cash and cash equivalents were $229 million at December 31, 2024.
SPS Commerce expanded its board from seven to eight members and appointed Razat Gaurav as an independent director, effective March 6, 2025. The company also said director James Ramsey, a board member since 2014, will not stand for re-election and will retire at the 2025 annual meeting.
Razat Gaurav appointed director effective March 6, 2025; board size increased from seven to eight
Board determined Gaurav is independent under Nasdaq and SEC rules; no committee assignments decided yet
James Ramsey, a director since 2014, will retire at the 2025 annual meeting of stockholders
Ramsey's retirement was not the result of any disagreement with the company or management
On February 26, 2025, XPO entered into a refinancing amendment that provides new term loan B facilities of up to $700 million and $400 million to repay its existing term loans, and a new $600 million revolving credit agreement with Wells Fargo that replaced its former ABL revolving credit facility. The company terminated all obligations under the former ABL facility on the same date. The new debt is secured by substantially all company and guarantor assets and carries covenants that could trigger defaults if breached.
Term loan B-2 facility of up to $700 million matures May 24, 2028
Term loan B-3 facility of up to $400 million matures February 1, 2031
New $600 million revolving credit facility, including $200 million for letters of credit, matures April 30, 2030
Former ABL credit agreement dated October 30, 2015 was terminated on February 26, 2025
Acadia Pharmaceuticals reported fourth-quarter and full-year 2024 results, with total revenue of $957.8 million for the year and net income of $226.5 million, compared with a net loss of $61.3 million in 2023. The full-year profit includes a one-time $146.5 million gain from the sale of a rare pediatric disease priority review voucher. The company also gave full-year 2025 total revenue guidance of $1.03 billion to $1.095 billion.
Full-year 2024 net product sales were $957.8 million, up 32%, with NUPLAZID at $609.4 million and DAYBUE at $348.4 million.
Fourth-quarter 2024 net income was $143.7 million, or $0.86 per diluted share, compared with $45.8 million, or $0.28 per share, a year earlier.
2025 guidance calls for total revenue of $1.03 billion to $1.095 billion, with NUPLAZID net sales of $650 million to $690 million and DAYBUE net sales (U.S. only) of $380 million to $405 million.
Cash, cash equivalents and investment securities were $756.0 million at December 31, 2024, up from $438.9 million a year earlier.
Invitation Homes reported fourth-quarter and full-year 2024 results, with revenue and Core FFO per share both higher than a year earlier. For 2025, the company guided to Core FFO of $1.88 to $1.94 per share, with a midpoint of $1.91 compared with $1.88 in 2024, but expects Same Store NOI growth of 1.00% to 3.00%, below the 4.6% it reported for 2024.
Q4 2024 total revenues rose 5.6% to $659 million; net income per diluted share was $0.23, versus $0.21 in Q4 2023.
Q4 2024 Core FFO per share rose 5.9% to $0.47, while FFO per share fell to $0.36 from $0.41.
FY 2025 Core FFO per share guidance is $1.88 to $1.94, compared with $1.88 reported for FY 2024.
FY 2025 Same Store NOI growth guidance is 1.00% to 3.00%, versus 4.6% in FY 2024.
EPR Properties reported fourth-quarter 2024 results on February 26, 2025, with a net loss available to common shareholders of $14.4 million, compared with income of $39.5 million a year earlier, driven by impairment charges. Fourth-quarter FFOAA per diluted share rose to $1.23 from $1.18, while full-year 2024 FFOAA per diluted share fell to $4.87 from $5.18. The company also introduced 2025 FFOAA per diluted share guidance of $4.94 to $5.14 and a 3.5% increase in its monthly dividend.
Fourth-quarter total revenue was $177.2 million, up from $172.0 million; full-year revenue was $698.1 million, down from $705.7 million.
Fourth-quarter impairment charges included $40.0 million on real estate investments and a $16.1 million impairment on a joint venture investment in Breaux Bridge, Louisiana.
2025 guidance: FFOAA per diluted common share of $4.94 to $5.14, and net income per diluted share of $2.84 to $3.04.
Monthly common dividend of $0.295 per share, an annualized $3.54, up 3.5%, payable April 15, 2025.
Green Brick Partners reported record full-year 2024 total revenues of $2.1 billion, up 18.1%, and diluted EPS of $8.45, up 37.6%. Fourth-quarter total revenues were $567.3 million, up 26.0%, and diluted EPS was $2.31, up 46.2%. On February 17, 2025, the board approved raising the share repurchase authorization to $100 million.
Full-year 2024 total revenues were $2.10 billion, up 18.1% from 2023; diluted EPS was $8.45, up 37.6%.
Fourth-quarter 2024 total revenues were $567.3 million, up 26.0%; diluted EPS was $2.31, up 46.2%.
Full-year homebuilding gross margin was 33.8%, up 290 basis points; debt to total capital was 17.2% at year-end.
On February 17, 2025, the board increased the share repurchase authorization to $100 million.
TKO reported fourth-quarter 2024 revenue of $642.2 million, up 5%, and net income of $47.5 million, compared with a net loss of $16.1 million a year earlier. For the full year, revenue rose 67% to $2.804 billion and Adjusted EBITDA rose 55% to $1.251 billion, but net income fell to $6.4 million from $175.7 million, reflecting $375.0 million in settlement charges related to the UFC antitrust lawsuit. The company also gave 2025 targets of $2.930 billion to $3.000 billion in revenue and $1.350 billion to $1.390 billion in Adjusted EBITDA, excluding the pending IMG, On Location and Professional Bull Riders acquisition.
Q4 2024 revenue was $642.2 million, up 5%; WWE revenue fell 10% to $298.3 million, mainly from the timing of the Raw transition.
Full-year 2024 net income was $6.4 million, down from $175.7 million, after $401.1 million of litigation costs in 2024.
2025 targets: revenue of $2.930 billion to $3.000 billion and Adjusted EBITDA of $1.350 billion to $1.390 billion, excluding the Endeavor asset acquisition.
A $2.0 billion share repurchase program is expected to begin in the second or third quarter of 2025, and the first quarterly dividend of about $75 million is set for March 31, 2025.
On February 20, 2025, Harmonic's Compensation Committee approved three 2025 bonus plans covering corporate, broadband and video executives, including CEO Nimrod Ben-Natan and CFO Walter Jankovic. Bonuses depend on fiscal 2025 non-GAAP operating profit and bookings targets, and the committee retains discretion to amend or cancel the plans.
Target bonus is 100% of base salary for CEO Nimrod Ben-Natan and 80% for CFO Walter Jankovic
Payouts can reach up to 200% of the target bonus portion tied to each metric if targets are exceeded
Broadband Plan uses non-GAAP operating profit and bookings; Video Plan uses non-GAAP operating profit for fiscal 2025
Bonuses are paid after fiscal year 2025 ends, and participants must remain employed through payment
The St. Joe Company reported fourth-quarter 2024 revenue of $104.3 million, up 20%, and net income attributable to the Company of $18.9 million, up 43%. For the full year, revenue rose 3% to $402.7 million while net income fell 5% to $74.2 million, or $1.27 per share. The board also declared a $0.14 per share quarterly dividend and raised its stock repurchase authority to $100.0 million.
Q4 2024 revenue rose 20% to $104.3 million; net income attributable to the Company rose 43% to $18.9 million, or $0.32 per share.
Full-year 2024 revenue rose 3% to $402.7 million; net income attributable to the Company fell 5% to $74.2 million, or $1.27 per share.
Quarterly dividend of $0.14 per share declared February 26, 2025, payable March 27, 2025, to holders of record on March 10, 2025.
Board raised the stock repurchase authority from the remaining $76.7 million as of December 31, 2024, to $100.0 million.
EVERTEC reported fourth quarter 2024 revenue of $216.4 million, up 11.2%, and GAAP net income attributable to common shareholders of $40.1 million, or $0.62 per diluted share, compared with $11.5 million, or $0.17, a year earlier. The company also gave 2025 guidance calling for revenue of $889 million to $899 million and adjusted earnings per share of $3.34 to $3.45, both above 2024 levels.
Q4 2024 revenue was $216.4 million, up from $194.6 million in Q4 2023, including a one-time $0.6 million revenue item in Latin America.
Q4 2024 GAAP net income attributable to common shareholders was $40.1 million, or $0.62 per diluted share, including an $8.9 million net gain from the sale of tax credits.
Full year 2024 revenue was $845.5 million, up 22%, and GAAP net income attributable to common shareholders was $112.6 million, or $1.73 per diluted share.
2025 outlook: revenue of $889 million to $899 million and adjusted earnings per share of $3.34 to $3.45, versus $3.28 in 2024.
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.
Schrödinger reported fourth-quarter and full-year 2024 results and gave 2025 guidance. Full-year total revenue fell 4.2% to $207.5 million, with software revenue up 13.3% and drug discovery revenue down 53%, and the company posted a $187.1 million net loss after 2023 net income of $40.7 million. For shareholders, the results mix growing software sales and a higher fourth-quarter revenue total with wider losses and a sharply lower drug discovery contribution.
Full-year software revenue rose 13.3% to $180.4 million, while drug discovery revenue fell 53% to $27.2 million.
Full-year net loss was $187.1 million, compared with net income of $40.7 million in 2023; 2023 included a $147.2 million gain on equity investments.
Fourth-quarter total revenue rose 19.1% to $88.3 million, but the fourth-quarter net loss widened to $40.2 million from $30.7 million.
For 2025, the company expects software revenue growth of 10% to 15% and drug discovery revenue of $45 million to $50 million.
Tandem Diabetes reported fourth-quarter and full-year 2024 results and gave 2025 guidance. GAAP sales rose 26% for the year to $940.2 million, and the net loss narrowed to $96.0 million from $222.6 million. The company expects 2025 sales of approximately $997 million to $1.007 billion, with adjusted EBITDA margin of about 3 percent for the full year.
Q4 2024 GAAP sales grew 44% to $282.6 million; non-GAAP sales grew 21% to $252.4 million, with GAAP results affected by the Tandem Choice program.
Q4 2024 GAAP net income was $0.8 million, or $0.01 per share, compared with a net loss of $30.0 million, or $0.46 per share, a year earlier.
Full-year 2024 GAAP net loss was $96.0 million, or $1.47 per share, compared with $222.6 million, or $3.43 per share, in 2023.
2025 guidance: full-year sales of approximately $997 million to $1.007 billion and first-quarter sales of approximately $219 million to $224 million.
eBay reported fourth-quarter 2024 revenue of $2.6 billion, up 1%, and GMV of $19.3 billion, up 4%. Non-GAAP earnings per diluted share rose 16% to $1.25, while GAAP EPS was flat at $1.40. The company also guided first-quarter 2025 revenue to $2.52 billion to $2.56 billion and declared a $0.29 quarterly dividend.
Q4 2024 revenue $2.6 billion, up 1%; GMV $19.3 billion, up 4%
GAAP EPS $1.40, unchanged from Q4 2023; non-GAAP EPS $1.25, up from $1.07
Full-year 2024 GAAP EPS $3.95, down 24% from $5.21
Q1 2025 guidance: revenue $2.52 billion to $2.56 billion; non-GAAP EPS $1.32 to $1.36
Corcept Therapeutics reported fourth-quarter and full-year 2024 results and gave a corporate update in a press release attached to this 8-K. Full-year 2024 revenue rose to $675.0 million from $482.4 million and full-year net income rose to $141.2 million, while fourth-quarter net income and diluted earnings per share were slightly lower than a year earlier. The company also gave 2025 revenue guidance of $900-950 million.
Q4 2024 revenue was $181.9 million, compared with $135.4 million in Q4 2023.
Q4 2024 net income was $30.7 million, or $0.26 diluted per share, versus $31.4 million, or $0.28, in Q4 2023.
Full-year 2024 net income was $141.2 million, or $1.23 diluted per share, versus $106.1 million, or $0.94, in 2023.
Cash and investments were $603.2 million at December 31, 2024; company expects ROSELLA pivotal trial data in the current quarter.
Dorman Products reported fourth quarter 2024 net sales of $533.8 million, up 8.0%, and diluted EPS of $1.77, up 11%. For full year 2024, net sales were $2.0 billion, up 4.1%, and diluted EPS was $6.14, up 50%. The company also issued 2025 guidance calling for net sales growth of 3% to 5% and diluted EPS of $7.00 to $7.30.
Q4 2024 net sales $533.8 million, up 8.0%; Q4 diluted EPS $1.77, up 11% from $1.60
Full year 2024 net sales $2,009.2 million, up 4.1%; full year diluted EPS $6.14, up 50%
2025 guidance: net sales growth 3% to 5%; diluted EPS $7.00 to $7.30; adjusted diluted EPS $7.55 to $7.85
Conference call and webcast scheduled for February 27, 2025 at 8:00 a.m. Eastern time
AMERISAFE reported fourth-quarter 2024 net income of $13.2 million, down 31.2% from $19.2 million a year earlier, and diluted EPS of $0.69 versus $1.00. For the full year, net income was $55.4 million, down 10.7%, while net premiums earned rose 1.3% to $270.6 million. The board also raised the quarterly dividend 5.4% to $0.39 per share from $0.37, which shareholders of record as of March 7, 2025 will receive on March 21, 2025.
Q4 2024 net income was $13.2 million, down 31.2%; diluted EPS was $0.69 versus $1.00 in Q4 2023.
Full-year 2024 net income was $55.4 million, down 10.7%; diluted EPS was $2.89 versus $3.23.
Full-year 2024 net combined ratio was 88.7%, up from 85.9% in 2023; Q4 net combined ratio was 86.1% versus 85.5%.
Quarterly dividend increased to $0.39 per share, payable March 21, 2025 to holders of record as of March 7, 2025.
LegalZoom reported fourth-quarter and full-year 2024 results and gave 2025 guidance of about 5% revenue growth and an Adjusted EBITDA margin of about 23%. Quarterly revenue rose 2% and net income rose 74%, while full-year net income rose 115% to $30.0 million, which shows higher profit on modest sales growth.
Q4 2024 revenue was $161.7 million, up 2% year-over-year; subscription revenue was $108.7 million, up 2%.
Q4 2024 net income was $12.9 million, or $0.07 per share, compared with $7.4 million in Q4 2023.
Full-year 2024 revenue was $681.9 million, up 3%, and full-year Adjusted EBITDA was $148.1 million, up 25%.
Guidance: Q1 2025 revenue of $175 million to $179 million and Adjusted EBITDA of $33 million to $36 million; full-year 2025 revenue growth of about 5%.
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
Nutanix reported second-quarter fiscal 2025 results for the period ended January 31, 2025, with revenue of $654.7 million, up 16% from $565.2 million a year earlier, and GAAP net income of $56.4 million, up from $32.8 million. The company also gave revenue guidance of $620 million to $630 million for the third quarter and $2.495 billion to $2.515 billion for fiscal 2025, which shareholders can compare with future results.
Annual recurring revenue reached $2.06 billion, up 19% year over year
GAAP diluted earnings per share were $0.19, compared with $0.12 a year earlier
Free cash flow was $187.1 million, compared with $162.6 million a year earlier
Third-quarter revenue outlook is $620 million to $630 million; fiscal 2025 revenue outlook is $2.495 billion to $2.515 billion
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
MGE Energy's subsidiary Madison Gas and Electric Company said Executive Vice President – Marketing and Communications Lynn Hobbie informed the company on February 21, 2025 that she plans to retire by the end of 2025. The filing does not name a successor or describe any financial effect, so the change appears administrative.
Lynn Hobbie, EVP – Marketing and Communications, plans to retire by end of 2025
Notice given to Madison Gas and Electric Company on February 21, 2025
Filing does not name a successor or disclose compensation terms
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
Camden Property Trust established a commercial paper program on February 25, 2025, allowing it to issue short-term unsecured notes with total outstanding principal capped at $600 million. No notes were outstanding under the program at filing, and proceeds are expected for general corporate purposes including property acquisitions and development.
Program cap: aggregate outstanding notes not to exceed $600 million at any time
Notes mature in up to 397 days from issue and rank at least pari passu with other unsecured debt
No notes were outstanding under the program as of the filing
Program established February 25, 2025; filed February 26, 2025
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
XPEL reported preliminary, unaudited fourth-quarter and full-year 2024 results on February 26, 2025. Revenue grew in both periods, but net income declined, and first-quarter 2025 revenue is expected to be approximately $97 million to $99 million. Shareholders get higher sales alongside lower profit, with China revenue down 44.3% in the quarter.
Q4 2024 revenue rose 1.9% to $107.5 million; net income fell 25.7% to $8.9 million, or $0.32 per share, from $0.43 a year earlier.
Full-year 2024 revenue rose 6.1% to $420.4 million; net income fell to $45.5 million, or $1.65 per share, from $52.8 million, or $1.91 per share, in 2023.
The company expects first-quarter 2025 revenue of approximately $97 million to $99 million.
A recently completed workforce reduction is expected to yield approximately $2 million in annual run-rate savings.
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.
Photronics reported first quarter fiscal 2025 revenue of $212.1 million, down 2% from a year earlier and 5% from the prior quarter. GAAP diluted EPS rose to $0.68 from $0.42, while non-GAAP diluted EPS was $0.52, down from $0.59 in the fourth quarter of 2024; the company's GAAP profit gain includes an FX gain of $18.4 million. For second quarter fiscal 2025, the company expects revenue of $208 million to $216 million and non-GAAP diluted EPS of $0.44 to $0.50.
Q1 fiscal 2025 revenue was $212.1 million, down 2% year-over-year and 5% sequentially.
GAAP net income attributable to shareholders was $42.9 million, or $0.68 per diluted share, versus $0.42 a year earlier.
Non-GAAP diluted EPS was $0.52, compared with $0.48 a year earlier and $0.59 in the fourth quarter of 2024.
Q2 fiscal 2025 guidance: revenue of $208 million to $216 million and non-GAAP diluted EPS of $0.44 to $0.50.
Brink's reported fourth-quarter and full-year 2024 results, with full-year revenue up 3% to $5.0 billion and fourth-quarter revenue up 1% to $1.26 billion. Fourth-quarter non-GAAP EPS fell 23% to $2.12, and a $38 million charge tied to the DOJ and FinCEN resolutions reduced fourth-quarter EPS by $0.86 on a GAAP basis. The company also gave first-quarter 2025 guidance for revenue, adjusted EBITDA and EPS.
Full-year 2024 revenue was $5,012 million, up 3% on a GAAP basis; full-year GAAP EPS was $3.61 and non-GAAP EPS was $7.17, down 2%.
Fourth-quarter 2024 non-GAAP operating profit fell 6% and non-GAAP EPS fell 23% to $2.12; GAAP EPS was $0.84.
Charges for the DOJ and FinCEN resolutions totaled $45.7 million for 2024, including $38 million in the fourth quarter.
Q1 2025 guidance: revenue $1,200 million to $1,250 million, non-GAAP adjusted EBITDA $190 million to $210 million, non-GAAP EPS $1.10 to $1.40.
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