442 material Form 8-K filings that 386 companies we cover made with the SEC in March 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).
Kodiak Gas Services reported fourth-quarter 2024 net income attributable to common shareholders of $19.1 million, compared with a net loss of $6.9 million a year earlier, and full-year net income of $49.9 million versus $20.1 million in 2023. The company also issued 2025 guidance, including adjusted EBITDA of $685 million to $725 million, which gives shareholders a first benchmark for the coming year.
Q4 2024 total revenues were $309.5 million, up from $226.0 million in Q4 2023 but down from $324.6 million in Q3 2024.
Full-year 2024 adjusted EBITDA was $609.6 million, compared with $438.1 million in 2023.
2025 guidance: adjusted EBITDA of $685 million to $725 million and growth capital expenditures of $240 million to $280 million.
The company repurchased 1.4 million shares in 2024 at a weighted average price of $27.88 and reported $322.5 million available on its ABL Facility.
Victoria's Secret & Co. reported fourth quarter 2024 net sales of $2.106 billion, up 1%, with comparable sales up 5%. GAAP net income was $193 million, or $2.33 per diluted share, versus $2.29 a year earlier, though the quarter had 13 weeks compared with 14 in the prior year. Its 2025 guidance projects adjusted operating income of $300 million to $350 million, below the $373 million reported for fiscal 2024, which makes the outlook mixed for shareholders.
Q4 2024 net sales $2.106 billion, up 1%; comparable sales up 5%; the quarter had 13 weeks versus 14 a year earlier
Q4 2024 GAAP EPS $2.33 vs $2.29; adjusted EPS $2.60 vs $2.58
Fiscal 2025 guidance: net sales $6.2 billion to $6.3 billion and adjusted operating income $300 million to $350 million; fiscal 2024 adjusted operating income was $373 million
First quarter 2025 guidance: net sales $1.30 billion to $1.33 billion vs $1.359 billion last year; adjusted operating income $10 million to $30 million
Veeva reported fourth-quarter revenue of $720.9 million, up 14% year over year, with GAAP diluted net income per share of $1.18 versus $0.90 a year earlier. For fiscal 2025, total revenue rose 16% to $2,746.6 million and GAAP net income rose 36% to $714.1 million, and the company gave first-quarter and fiscal 2026 guidance, which shareholders can compare with future results.
Q4 total revenue $720.9 million, up 14% from $630.6 million; subscription services revenue $608.6 million, up 17%
Q4 GAAP operating income $188.4 million, up 39%; non-GAAP operating income $307.7 million, up 29%
Fiscal 2025 GAAP diluted EPS $4.32 vs $3.22; non-GAAP diluted EPS $6.60 vs $4.84
Fiscal 2026 guidance: total revenues $3,040-$3,055 million and non-GAAP diluted EPS of approximately $7.32; Q1 fiscal 2026 non-GAAP EPS $1.74-$1.75
RadNet reported fourth quarter 2024 total revenue of $477.1 million, up 13.5%, and Adjusted EBITDA of $75.0 million, up 14.0%, with GAAP net income attributable to RadNet stockholders of $5.3 million compared with a net loss of $1.9 million a year earlier. For full-year 2024, GAAP net income attributable to RadNet was $2.8 million, slightly below $3.0 million in 2023, and the company issued 2025 guidance that factors in an estimated $22 million revenue and $15 million Adjusted EBITDA hit from winter weather and Southern California fires.
Q4 2024 revenue $477.1 million, up $56.7 million (13.5%) from Q4 2023; Adjusted EBITDA $75.0 million, up 14.0%
Q4 2024 GAAP net income attributable to RadNet $5.3 million, or $0.07 per diluted share, versus a net loss of $1.9 million a year earlier
Full-year 2024 GAAP net income attributable to RadNet $2.8 million versus $3.0 million in 2023
2025 guidance: Imaging Center revenue $1,825-$1,875 million; Digital Health revenue $80-$90 million
Brown-Forman reported third-quarter fiscal 2025 net sales down 3% to $1.0 billion, operating income down 25% to $280 million, and diluted earnings per share down 5% to $0.57, all on a reported basis. On an organic basis, which excludes divestitures, currency and other items, sales rose 6% and operating income rose 23%. The company reaffirmed its fiscal 2025 organic growth outlook of 2% to 4% for both net sales and operating income.
Nine-month reported net sales fell 4% to $3.1 billion and diluted EPS fell 4% to $1.53; nine-month operating income fell 13% to $902 million.
Nine-month results include a $78 million gain on the sale of the Duckhorn investment, worth $0.14 per diluted share, and $33 million of restructuring and other charges.
Fiscal 2025 outlook reaffirmed: organic net sales growth and organic operating income growth each of 2% to 4%, with capital expenditures of $180 million to $190 million.
The forecast effective tax rate was updated to approximately 20% to 22% from 21% to 23%.
Campbell's reported fiscal second-quarter 2025 net sales up 9% to $2.7 billion, driven by the Sovos Brands acquisition, while organic net sales fell 2%. Adjusted EPS fell 8% to $0.74, mainly reflecting higher net interest expense, and the company lowered its full-year adjusted EPS outlook to $2.95 to $3.05 from $3.12 to $3.22, which matters to shareholders because it reduces expected profit growth for the year.
Net sales rose 9% to $2.7 billion; organic net sales decreased 2%, with flat volume/mix and net price realization down 2%.
GAAP diluted EPS was $0.58 versus $0.68; adjusted EPS was $0.74, down 8%.
Full-year fiscal 2025 adjusted EBIT growth was cut to 3% to 5% from 9% to 11%; adjusted EPS guidance was lowered to $2.95 to $3.05.
The noosa yoghurt business was sold on February 24, 2025 and is estimated to reduce net sales by about 1 percentage point.
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.