AI filing briefs · archive

8-K filings in February 2025, explained

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).

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LifeStance Q4 revenue up 16% to $325.5 million; net loss narrows to $7.1 million

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
VTOLBristow Group Inc. Feb 26, 5:19 PM ET

Bristow Group posts 2024 net income of $94.8M, beats top of Adjusted EBITDA outlook

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
INVXInnovex International, Inc. Feb 26, 5:14 PM ET

Innovex Q4 revenue rises 89% to $251 million; adjusted EBITDA about $49 million

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
MORNMorningstar, Inc. Feb 26, 4:55 PM ET

Morningstar Q4 revenue rises 9.7% to $591.0 million; diluted EPS $2.71

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
CPKCHESAPEAKE UTILITIES CORP Feb 26, 4:52 PM ET

Chesapeake Utilities full-year 2024 net income rises to $118.6 million

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
CHECHEMED CORP Feb 26, 4:30 PM ET

Chemed Q4 revenue rises 9.2% to $640.0 million; GAAP EPS up 2.0% to $6.02

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
CERTCertara, Inc. Feb 26, 4:23 PM ET

Certara Q4 revenue rises 14% to $100.4 million; net income $6.6 million

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
CRHCRH PUBLIC LTD CO Feb 26, 4:21 PM ET

CRH full-year 2024 net income rises 15% to $3.5 billion; 2025 outlook given

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗

Rush Street Interactive Q4 revenue rises 31% to $254 million; 2025 guidance set

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
ACADACADIA PHARMACEUTICALS INC Feb 26, 4:15 PM ET

Acadia posts 2024 revenue of $957.8 million, up 32%, and swings to full-year profit

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
INVHInvitation Homes Inc. Feb 26, 4:15 PM ET

Invitation Homes Q4 revenue rises 5.6% to $659 million; Core FFO up 5.9%

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
GRBKGreen Brick Partners, Inc. Feb 26, 4:14 PM ET

Green Brick Partners reports record 2024 revenue of $2.1 billion; diluted EPS up 37.6%

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
EVTCEVERTEC, Inc. Feb 26, 4:09 PM ET

EVERTEC Q4 2024 net income up 249% to $40.1 million; 2025 outlook issued

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
TNDMTANDEM DIABETES CARE INC Feb 26, 4:07 PM ET

Tandem Diabetes Q4 GAAP sales rise 44% to $282.6M; Q4 net income $0.8M

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
EBAYEBAY INC Feb 26, 4:06 PM ET

eBay Q4 2024 revenue rose 1% to $2.6 billion; non-GAAP EPS up 16% to $1.25

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
CORTCORCEPT THERAPEUTICS INC Feb 26, 4:06 PM ET

Corcept revenue rises 40% to $675.0 million in 2024; 2025 guidance $900-950 million

Positive earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
DORMDorman Products, Inc. Feb 26, 4:06 PM ET

Dorman Products Q4 sales rise 8% to $533.8 million; 2025 EPS guidance $7.00-$7.30

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
LZLEGALZOOM.COM, INC. Feb 26, 4:05 PM ET

LegalZoom Q4 revenue up 2% to $161.7 million; full-year net income up 115%

Positive earnings Written later 2.027.01

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%.
Read the filing on SEC.gov ↗
NTNXNutanix, Inc. Feb 26, 4:01 PM ET

Nutanix Q2 revenue rises 16% to $654.7 million; GAAP net income up to $56.4 million

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
EMEEMCOR Group, Inc. Feb 26, 12:17 PM ET

EMCOR reports record Q4 and 2024 results, guides 2025 revenue to $16.1-16.9 billion

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
GHCGraham Holdings Co Feb 26, 8:35 AM ET

Graham Holdings Q4 revenue up 7% to $1.2 billion; diluted EPS $125.55

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
APGAPi Group Corp Feb 26, 7:47 AM ET

APi Group Q4 revenue rose 5.8% to $1.9B; 2025 adjusted EBITDA guided to $970M-$1.02B

Positive earnings Written later 2.02

APi Group reported fourth-quarter 2024 net revenues of $1.9 billion, up 5.8%, and net income of $67 million, up from $25 million a year earlier. For full-year 2025 it gave initial guidance of $7.3 billion to $7.5 billion in net revenues and $970 million to $1.02 billion in adjusted EBITDA, compared with $7.0 billion and $893 million in 2024. Shareholders get a view of expected 2025 growth, though full-year 2024 organic revenue fell 0.9%.

  • Q4 2024 net revenues $1,861 million, up 5.8% (1.3% organic); adjusted EBITDA $242 million, up 16.3%
  • Q4 2024 GAAP net income $67 million vs. $25 million; diluted EPS $(0.10) vs. $(1.08)
  • Q4 2024 adjusted diluted EPS $0.51 vs. $0.44 a year earlier, up 15.9%
  • 2025 guidance: net revenues $7,300-$7,500 million; adjusted EBITDA $970-$1,020 million; Q1 2025 adjusted EBITDA $185-$195 million
Read the filing on SEC.gov ↗
COCOVita Coco Company, Inc. Feb 26, 7:43 AM ET

Vita Coco Q4 net sales rise 20% to $127 million; 2025 sales guided to $555-570 million

Positive earnings Written later 2.02

Vita Coco reported fourth-quarter and full-year 2024 results, with net sales up 5% for the year to $516 million and net income up to $56 million. The company guided 2025 net sales to $555-570 million and Adjusted EBITDA to $86-92 million, which points to continued growth if met, though fourth-quarter net income fell from the prior year.

  • Q4 2024 net sales rose 20% to $127 million, but Q4 net income fell to $3 million ($0.06 per diluted share) from $7 million ($0.11).
  • Full-year 2024 net income rose to $56 million ($0.94 per diluted share) from $47 million ($0.79), and Adjusted EBITDA rose to $84 million from $68 million.
  • 2025 outlook: net sales of $555-570 million, gross margin of 35-37%, and Adjusted EBITDA of $86-92 million; the outlook excludes any impact from potential tariffs.
  • Cash and cash equivalents were $165 million at December 31, 2024, with no debt outstanding.
Read the filing on SEC.gov ↗
VRSKVerisk Analytics, Inc. Feb 26, 7:21 AM ET

Verisk Q4 revenue rises 8.6% to $736 million; diluted EPS up 15.2% to $1.44

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
OPCHOption Care Health, Inc. Feb 26, 6:56 AM ET

Option Care Health Q4 revenue up 19.7% to $1,346.4 million; 2025 guidance set

Positive earnings Written later 2.02

Option Care Health reported fourth quarter and full-year 2024 results on February 26, 2025, with net revenue and adjusted earnings per share both higher than in 2023. GAAP diluted earnings per share fell 16.9% for the full year, which the company tied to non-operating income in 2023. The company also issued 2025 guidance calling for net revenue of $5.3 billion to $5.5 billion and adjusted diluted earnings per share of $1.59 to $1.69.

  • Q4 2024 net revenue was $1,346.4 million, up 19.7% from $1,124.4 million; GAAP diluted EPS was $0.35, up 9.4%.
  • Q4 2024 adjusted diluted EPS was $0.44, up 15.8% from $0.38; company repurchased approximately $90.0 million of stock in the quarter.
  • Full-year 2024 net revenue was $4,998.2 million, up 16.2%; GAAP diluted EPS was $1.23, down 16.9%; adjusted diluted EPS was $1.58, up 10.5%.
  • 2025 guidance: net revenue of $5.3 billion to $5.5 billion and adjusted diluted EPS of $1.59 to $1.69; cash flow from operations of at least $320 million.
Read the filing on SEC.gov ↗
UTHRUNITED THERAPEUTICS Corp Feb 26, 6:35 AM ET

United Therapeutics Q4 2024 revenue rises 20% to $735.9 million; net income up

Positive earnings Written later 2.02

United Therapeutics reported fourth quarter and full year 2024 results on February 26, 2025. Revenue for the quarter rose 20% to $735.9 million and net income rose to $301.3 million, while full year revenue reached a record $2.88 billion, up 24%. Higher earnings for both periods point to strong sales of its treprostinil products for shareholders, though the company also booked a $71.1 million litigation accrual tied to Sandoz Inc. for 2024.

  • Q4 2024 diluted EPS was $6.19, compared with $4.36 in Q4 2023.
  • Full year 2024 net income was $1,195.1 million, compared with $984.8 million in 2023.
  • Total Tyvaso revenue grew 19% to $415.9 million in Q4 2024.
  • A $71.1 million accrual related to ongoing litigation with Sandoz Inc. was recorded as of December 31, 2024.
Read the filing on SEC.gov ↗
ACMRACM Research, Inc. Feb 26, 6:23 AM ET

ACM Research Q4 revenue rises 31% to $223.5 million; 2025 revenue outlook held

Positive earnings Written later 2.02

ACM Research reported fourth-quarter revenue of $223.5 million, up 31.2%, and diluted EPS of $0.46 versus $0.26 a year earlier. For full-year 2024, revenue reached $782.1 million, up 40.2%, and diluted EPS was $1.53 versus $1.16. The company kept its fiscal 2025 revenue guidance of $850 million to $950 million and raised its long-term gross margin target range to 42% to 48%, from 40% to 45%.

  • Q4 2024 revenue was $223.5 million, up 31.2%; GAAP net income attributable to ACM was $31.1 million versus $17.7 million.
  • Full-year 2024 revenue was $782.1 million, up 40.2%; GAAP diluted EPS was $1.53 versus $1.16.
  • Fiscal 2025 revenue guidance of $850 million to $950 million was maintained, citing international trade policy and customer spending scenarios among other factors.
  • Long-term gross margin target was updated to 42% to 48%, versus the prior 40% to 45% range.
Read the filing on SEC.gov ↗
YOUClear Secure, Inc. Feb 26, 6:02 AM ET

Clear Secure 2024 revenue rises 25.6% to $770.5 million; CFO Cornick steps down

Positive earnings Written later 2.025.02

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.
Read the filing on SEC.gov ↗

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.