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).
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
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%.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Lantheus reported fourth-quarter 2024 revenue up 10.5% to $391.1 million, but a $119.1 million unrealized loss on equity investments turned GAAP results to a net loss of $11.8 million, or $(0.17) per share, from $1.47 a year earlier. Adjusted diluted EPS fell 9.0% to $1.59, and the company guided to full-year 2025 revenue of $1.545 billion to $1.610 billion and adjusted diluted EPS of $7.00 to $7.20.
Q4 2024 revenue $391.1 million, up 10.5%; PYLARIFY sales $266.0 million, up 15.7%
GAAP net loss of $11.8 million, or $(0.17) per share, versus net income of $103.4 million in Q4 2023
Adjusted diluted EPS $1.59 in Q4, down 9.0% from $1.75; full year 2024 revenue $1.53 billion, up 18.3%
FY 2025 guidance: revenue $1.545 billion to $1.610 billion; adjusted diluted EPS $7.00 to $7.20
Bentley Systems reported fourth-quarter 2024 revenue of $349.8 million, up 12.6%, and full-year revenue of $1,353.1 million, up 10.1%. GAAP diluted earnings per share fell to $0.16 from $0.54 a year earlier, while adjusted EPS rose to $0.21 from $0.20, and the company set a 2025 revenue outlook of $1,461 million to $1,490 million and raised its quarterly dividend by one cent.
Q4 2024 total revenues were $349.8 million, up 12.6% year over year; net income per diluted share was $0.16 versus $0.54.
Q4 adjusted EPS was $0.21 versus $0.20; the prior-year GAAP figure included a $170.8 million tax benefit related to internal restructuring.
2025 outlook: total revenues of $1,461 million to $1,490 million and free cash flows of $415 million to $455 million.
Quarterly cash dividend raised by one cent to $0.07 per share, payable March 27, 2025, to holders of record as of March 19, 2025.
Astec Industries reported fourth-quarter 2024 net sales of $359.0 million, up 6.5%, and net income attributable to the controlling interest of $21.1 million, up from $14.9 million. For the full year, net sales fell 2.5% to $1,305.1 million and net income fell to $4.3 million from $33.5 million, including a $20.2 million goodwill impairment. The company expects 2025 adjusted EBITDA of $105 million to $125 million, compared with $111.8 million in 2024.
Q4 diluted EPS was $0.92, up from $0.65 a year earlier; Q4 adjusted EPS was $1.19, up from $0.90
Full-year 2024 net sales were $1,305.1 million, down 2.5% from $1,338.2 million
Full-year 2024 net income was $4.3 million, down from $33.5 million, after a $20.2 million goodwill impairment in Materials Solutions
2025 adjusted EBITDA guidance is $105 million to $125 million
Steve Madden reported fourth-quarter 2024 revenue up 12.0% to $582.3 million, with GAAP diluted EPS flat at $0.49 and adjusted diluted EPS down to $0.55 from $0.61. For the full year, revenue rose 15.2% to $2,282.9 million and GAAP diluted EPS rose to $2.35 from $2.30. The company guided 2025 revenue growth of 17% to 19% and diluted EPS of $2.30 to $2.40, while citing new US tariffs as a headwind.
Q4 2024 revenue rose 12.0% to $582.3 million; GAAP diluted EPS was $0.49, flat year over year, and adjusted diluted EPS was $0.55 versus $0.61.
Full-year 2024 revenue rose 15.2% to $2,282.9 million; GAAP diluted EPS was $2.35 versus $2.30, and adjusted diluted EPS was $2.67 versus $2.45.
2025 outlook calls for revenue growth of 17% to 19% and diluted EPS of $2.30 to $2.40, assuming the Kurt Geiger acquisition closes on May 1, 2025.
Board declared a quarterly dividend of $0.21 per share, payable March 21, 2025 to holders of record on March 10, 2025.
United Parks & Resorts reported fourth-quarter 2024 revenue of $384.4 million, down 1.2%, and net income of $27.9 million, down 30.3% from a year earlier. For fiscal 2024, revenue was $1,725.3 million (down 0.1%) and net income was $227.5 million (down 2.9%), while diluted earnings per share rose 4.4% to $3.79, helped by share repurchases of 9.4 million shares at a cost of about $482.9 million.
Q4 2024 attendance was 4.9 million guests, down about 79,000 from Q4 2023; the company estimates worse weather cost about 167,000 guests in the quarter.
Q4 2024 diluted EPS was $0.50, down from $0.62; Adjusted EBITDA was $144.5 million, down 4.0%.
Fiscal 2024 diluted EPS was $3.79, up from $3.63; Adjusted EBITDA was $700.2 million, down 1.9%.
In December 2024 the company refinanced about $1.5 billion in Term Loans, which it says will save about $8 million in annual interest.
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
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
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.