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).
Freeport said first-quarter 2025 copper and gold production approximated expectations, but Indonesian shipment timing reduced gold sales and raised unit costs. The company does not expect a material change to its 2025 annual consolidated sales guidance, and copper prices realized above the LME average.
Gold sales expected about 100 thousand ounces below the January 2025 guidance of 225 thousand ounces, due to the timing of PT Freeport Indonesia shipments
Copper sales expected in line with the January 2025 guidance of 850 million pounds
Unit net cash costs expected about 5% above the January 2025 guidance of $2.05 per pound of copper
Average realized copper price expected to be about $4.40 per pound, versus the LME average of $4.24 per pound; first-quarter earnings to be released April 24, 2025
Progress reported fiscal first-quarter 2025 revenue of $238 million, up 29% year over year, and raised its fiscal 2025 GAAP and non-GAAP earnings per share guidance on March 31, 2025. GAAP diluted earnings per share fell 53% to $0.24 from $0.51, while non-GAAP diluted EPS rose 5% to $1.31. Revenue guidance was unchanged at $958 million to $970 million, so the higher EPS outlook rests on profit measures rather than sales growth.
Q1 revenue of $238 million rose 29% from $184.7 million; Annualized Recurring Revenue of $836 million rose 48% on a constant currency basis.
GAAP net income was $10.9 million versus $22.6 million a year earlier; non-GAAP diluted EPS was $1.31 versus $1.25.
Fiscal 2025 GAAP diluted EPS guidance was raised to $1.19 to $1.35 from $1.08 to $1.23; non-GAAP EPS guidance was raised to $5.25 to $5.37 from $5.00 to $5.12.
Worthington Enterprises furnished a transcript of its March 26, 2025 call on unaudited third-quarter fiscal 2025 results (quarter ended February 28, 2025), which it had previously reported in a March 25 earnings release. Third-quarter GAAP earnings from continuing operations were $0.79 per share, up from $0.44, while net sales fell 3.9% to $305 million because the former Sustainable Energy Solutions segment was deconsolidated, and the company said sales grew more than 8% excluding that segment in both periods.
GAAP earnings from continuing operations of $0.79 per share versus $0.44 a year earlier; adjusted earnings of $0.91 per share versus $0.80.
Net sales of $305 million, down 3.9% from $317 million; the former SES segment contributed $35 million in sales last year.
Adjusted EBITDA of $74 million versus $67 million a year earlier; trailing 12-month adjusted EBITDA of $242 million.
Board declared a quarterly dividend of $0.17 per share, payable in June 2025; free cash flow was $44 million in the quarter.
AAR reported fiscal third-quarter 2025 sales of $678.2 million, up 20% from $567.3 million a year earlier, driven by the Product Support acquisition and Parts Supply. The company posted a GAAP net loss of $8.9 million, or $0.25 per share, because of a $63.7 million pre-tax charge tied to the planned sale of its Landing Gear Overhaul business, while adjusted diluted EPS rose to $0.99 from $0.85. Net debt was $947.6 million at February 28, 2025, and net leverage was 3.06x.
Sales rose 20% to $678.2 million; Repair & Engineering sales increased more than 53%
GAAP net loss of $8.9 million, or $0.25 per share, versus net income of $14.0 million, or $0.39 per diluted share, a year earlier
Adjusted diluted EPS of $0.99 versus $0.85; adjusted EBITDA of $81.2 million, up 39%
Landing Gear Overhaul sale expected to close in the fourth quarter of fiscal 2025 for $51 million
Concentrix reported first-quarter fiscal 2025 results for the period ended February 28, 2025. Revenue fell 1.3% from a year earlier to $2.37 billion, while GAAP diluted earnings per share rose 36.8% to $1.04 and non-GAAP diluted EPS rose 8.6% to $2.79. The company reiterated its full-year fiscal 2025 guidance and gave second-quarter outlook figures.
Q1 revenue of $2,372.2 million, down 1.3% year-on-year as reported and up 1.3% in constant currency
GAAP diluted EPS of $1.04 versus $0.76; non-GAAP diluted EPS of $2.79 versus $2.57
Adjusted free cash flow was a use of $39.8 million in the quarter; full-year adjusted free cash flow expected at $625 million to $650 million
Second-quarter non-GAAP EPS expected at $2.69 to $2.80; full-year fiscal 2025 reported revenue expected at $9.490 billion to $9.635 billion
GameStop reported fourth-quarter fiscal 2024 results, with net sales of $1.283 billion, down from $1.794 billion a year earlier, while net income rose to $131.3 million from $63.1 million. The same day, the company said its board unanimously approved adding Bitcoin as a treasury reserve asset in its investment policy. Shareholders face lower sales alongside higher reported profit, plus a new policy that permits Bitcoin holdings.
Q4 net sales were $1.283 billion versus $1.794 billion in the prior-year quarter
Q4 net income was $131.3 million versus $63.1 million; adjusted EBITDA was $96.5 million versus $88.0 million
Fiscal 2024 net sales were $3.823 billion versus $5.273 billion; net income was $131.3 million versus $6.7 million
Board unanimously approved an investment policy update to add Bitcoin as a treasury reserve asset
Core & Main reported fiscal 2024 fourth-quarter net sales up 17.9% to $1,698 million, but net income fell 11.8% to $67 million and diluted EPS fell 2.9% to $0.33. For the full year, net sales rose 11.0% to $7,441 million while net income fell 18.3% to $434 million, and the company gave fiscal 2025 guidance for net sales of $7,600 to $7,800 million and Adjusted EBITDA of $950 to $1,000 million, with a CEO transition effective March 31, 2025.
Q4 net sales rose 17.9% to $1,698 million, while Q4 net income fell 11.8% to $67 million, driven by higher interest and income tax expense.
Full-year net sales rose 11.0% to $7,441 million; full-year diluted EPS fell 0.9% to $2.13 and Adjusted EBITDA rose 2.2% to $930 million.
Fiscal 2025 guidance: net sales of $7,600 to $7,800 million and Adjusted EBITDA of $950 to $1,000 million.
Mark Witkowski will succeed Steve LeClair as CEO and Robyn Bradbury will succeed Witkowski as CFO, both effective March 31, 2025.
McCormick reported first-quarter fiscal 2025 results for the period ended February 28, 2025, with net sales of $1,605.5 million, up slightly from $1,602.7 million a year earlier. Diluted earnings per share fell to $0.60 from $0.62, and adjusted EPS fell to $0.60 from $0.63, as operating income declined. The company reaffirmed its fiscal 2025 outlook, including adjusted EPS of $3.03 to $3.08.
Net sales of $1,605.5 million vs. $1,602.7 million a year earlier; organic sales rose 2%, driven by volume
Diluted EPS of $0.60 vs. $0.62; adjusted diluted EPS of $0.60 vs. $0.63
Fiscal 2025 outlook reaffirmed: adjusted EPS of $3.03 to $3.08 and adjusted operating income growth of 3% to 5% as reported
Lennar reported first quarter results for the period ended February 28, 2025, with net earnings attributable to Lennar of $520 million, or $1.96 per diluted share, down from $719 million, or $2.57 per share, a year earlier. Total revenues rose to $7.6 billion from $7.3 billion, but homebuilding gross margin on home sales fell to 18.7% from 21.8%, and the company cited a mark-to-market loss on technology investments. The company also guided to 19,500 to 20,500 deliveries and a gross margin of approximately 18% for the second quarter of 2025.
Net earnings attributable to Lennar were $520 million, or $1.96 per diluted share, versus $719 million, or $2.57 per share, in the first quarter of 2024; excluding mark-to-market losses on technology investments, earnings were $567 million,
Total revenues were $7.6 billion, up from $7.3 billion, on 17,834 home deliveries, a 6% increase.
Gross margin on home sales was 18.7% compared with 21.8% a year earlier, and the average sales price fell to $408,000 from $413,000.
Second quarter 2025 guidance calls for 19,500 to 20,500 deliveries, average sales prices of $390,000 to $400,000, and a gross margin of approximately 18%. The earnings call is set for 11:00 a.m. Eastern Time on March 21, 2025.
FactSet reported results for the three months ended February 28, 2025, with GAAP revenue up 4.5% to $570.7 million and GAAP diluted EPS up 3.0% to $3.76, while GAAP operating margin fell to 32.5% from 33.3%. The company raised its fiscal 2025 GAAP revenue guidance but lowered its GAAP diluted EPS guidance, and left its adjusted diluted EPS guidance unchanged at $16.80 to $17.40, so the outlook is mixed for shareholders.
GAAP revenue of $570.7 million, up 4.5%; organic revenue of $568.0 million, up 4.0%
GAAP diluted EPS of $3.76, up 3.0%; adjusted diluted EPS of $4.28, up 1.4%
Fiscal 2025 GAAP revenue guidance raised to $2,305 million to $2,325 million from $2,285 million to $2,305 million
Fiscal 2025 GAAP diluted EPS guidance lowered to $14.80 to $15.40 from $15.10 to $15.70
TKO Group Holdings filed recast historical financial statements for fiscal 2023 and 2022 to reflect the Endeavor asset acquisition as if it had closed on January 1, 2022, and to adopt ASU 2023-07 segment reporting. The filing does not update the company's prior annual reports. For shareholders, it shows higher recast revenue but lower operating income and a net loss attributable to TKO Group Holdings for 2023.
Recast 2023 revenue was $3,224.8 million, up from $2,674.0 million in 2022, an increase of 21%.
Recast 2023 operating income was $375.8 million, down from $532.9 million in 2022.
Net loss attributable to TKO Group Holdings, Inc. was $35.2 million for 2023, compared with no such amount for 2022.
The Endeavor asset acquisition closed on February 28, 2025, with total consideration of approximately $3.25 billion plus a $50 million purchase price adjustment.
Five Below reported fourth-quarter fiscal 2024 net sales of $1.39 billion, up 4.0%, but diluted EPS fell to $3.39 from $3.65 and comparable sales declined 3.0%. For fiscal 2025, the company guided to diluted EPS of $3.90 to $4.52, below its fiscal 2024 diluted EPS of $4.60, so shareholders face a mixed picture of higher sales but lower profit.
Q4 net sales rose 4.0% to $1.39 billion, or 7.8% excluding the 53rd week in fiscal 2023; comparable sales fell 3.0%
Q4 diluted EPS was $3.39 versus $3.65; adjusted diluted EPS was $3.48, a 0.6% decline excluding the 53rd week
Fiscal 2024 net sales rose 8.9% to $3.88 billion, but diluted EPS was $4.60 versus $5.41 in fiscal 2023
Fiscal 2025 guidance: net sales of $4.21 billion to $4.33 billion and diluted EPS of $3.90 to $4.52; Q1 diluted EPS of $0.44 to $0.55
Ollie's reported fourth-quarter fiscal 2024 results on March 19, 2025. Net sales rose 2.8%, but net income fell 10.4% to $68.6 million, or $1.11 per diluted share, from a year earlier, and the quarter included a one-time $5.5 million equity award expense. The Board also approved a new $300 million share repurchase authorization effective through March 31, 2029, and the company guided to fiscal 2025 adjusted earnings of $3.65 to $3.75 per diluted share.
Q4 net sales rose 2.8% to $667.1 million; net income fell 10.4% to $68.6 million, or $1.11 per diluted share, from $1.23.
Fiscal 2024 net income rose 10.1% to $199.8 million, or $3.23 per diluted share, on net sales of $2.272 billion.
The Board approved a new $300 million buyback effective through March 31, 2029; $32.7 million remains on the prior program, which expires March 31, 2026.
Fiscal 2025 outlook: net sales of $2.564 to $2.586 billion, adjusted EPS of $3.65 to $3.75, and 75 new store openings.
Signet reported fourth-quarter fiscal 2025 sales of $2.4 billion, down 5.8%, with same store sales down 1.1% and diluted EPS of $2.30 versus $11.75 a year earlier, after $200.7 million in non-cash impairment charges. The company initiated fiscal 2026 guidance for sales of $6.53 billion to $6.80 billion and adjusted diluted EPS of $7.31 to $9.10, and announced a new "Grow Brand Love" strategy and reorganization. The board also raised the quarterly common dividend 10% to $0.32 per share.
Q4 sales were $2,352.6 million, down $145.0 million or 5.8%; same store sales fell 1.1%.
Q4 diluted EPS was $2.30 versus $11.75; adjusted diluted EPS was $6.62 versus $6.73.
Fiscal 2026 guidance: sales of $6.53 billion to $6.80 billion; same store sales (2.5%) to +1.5%; adjusted diluted EPS of $7.31 to $9.10 versus $8.94 in fiscal 2025.
Quarterly dividend of $0.32 per share, a 10% increase, payable May 23, 2025 to holders of record April 25, 2025.
Semtech reported fourth quarter fiscal 2025 net sales of $251.0 million, up 6% from the prior quarter, and GAAP net income of $39.1 million, compared with a loss of $7.6 million in the third quarter. For the full fiscal year ended January 26, 2025, GAAP net loss attributable to common stockholders narrowed to $161.9 million from $1,092.0 million. Its first quarter fiscal 2026 outlook calls for adjusted diluted earnings per share of $0.37 plus or minus $0.03, below the $0.40 reported for the fourth quarter.
Q4 fiscal 2025 net sales $251.0 million, up 6% sequentially; GAAP diluted EPS $0.43, adjusted diluted EPS $0.40
FY2025 net sales $909.3 million, up 5% from fiscal 2024; GAAP diluted loss per share $2.26
Q1 fiscal 2026 outlook: net sales $250.0 million plus or minus $5.0 million; adjusted diluted EPS $0.37 plus or minus $0.03
Net debt at fiscal year-end 2025 fell 68% year over year, per CFO Mark Lin
G-III Apparel reported fourth-quarter and fiscal 2025 results for the year ended January 31, 2025. Fiscal 2025 net sales rose 2.7% to $3.18 billion, and net income attributable to the company rose to $193.6 million, or $4.20 per diluted share, from $176.2 million, or $3.75, a year earlier. For fiscal 2026, the company expects net sales of about $3.14 billion and diluted EPS of $4.15 to $4.25, compared with non-GAAP EPS of $4.42 in fiscal 2025, so the outlook implies lower sales and lower non-GAAP earnings.
Fourth-quarter net sales rose 9.8% to $839.5 million; diluted EPS was $1.07 versus $0.61 a year earlier.
Fiscal 2025 non-GAAP diluted EPS was $4.42, up from $4.04; GAAP diluted EPS was $4.20, up from $3.75.
Fiscal 2026 outlook: net sales of about $3.14 billion and adjusted EBITDA of $310.0 million to $315.0 million, versus $325.9 million in fiscal 2025.
Total debt fell to $6.2 million from $417.8 million after the company redeemed the entire $400.0 million principal of its notes in August 2024.
Dollar General reported fourth-quarter fiscal 2024 net sales up 4.5% to $10.3 billion, but diluted EPS fell 52.5% to $0.87 after $232 million in store portfolio review charges, and it guided fiscal 2025 diluted EPS to $5.10 to $5.80. The company also amended its $2.375 billion revolving credit facility, which temporarily raises its leverage covenant limit, lowers its fixed charge coverage minimum, and restricts share repurchases until January 30, 2026 or earlier.
Q4 net sales rose 4.5% to $10.3 billion; same-store sales rose 1.2%, while operating profit fell 49.2% to $294.2 million.
The store portfolio review plans 96 Dollar General and 45 pOpshelf store closures and six pOpshelf conversions in fiscal 2025's first quarter.
Fiscal 2025 guidance: net sales growth of 3.4% to 4.4%, same-store sales growth of 1.2% to 2.2%, and diluted EPS of $5.10 to $5.80 (fiscal 2024 diluted EPS was $5.11).
Amendment No. 1, dated March 11, 2025, covers the revolving facility; the Board declared a $0.59 quarterly dividend payable April 22, 2025.
American Eagle reported fourth-quarter 2024 operating income of $142 million and diluted earnings per share of $0.54, up from $0.03 a year earlier, while net revenue fell 4% to $1.6 billion. The company guided fiscal 2025 operating income to $360 million to $375 million, below the $427 million GAAP operating income reported for fiscal 2024, and its board added 50 million shares to the repurchase authorization.
Q4 2024 (13 weeks ended February 1, 2025): net revenue $1.6 billion, down 4%; diluted EPS $0.54 versus $0.03 a year earlier
Fiscal 2025 outlook: operating income of $360 million to $375 million; first-quarter operating income of $20 million to $25 million
Fiscal 2024 GAAP operating income of $427 million; GAAP diluted EPS $1.68 versus $1.74 on an adjusted basis
Board authorized 50 million additional shares for repurchase on March 11, 2025; 68.5 million shares remain authorized through February 3, 2029
UiPath reported fiscal fourth-quarter revenue of $424 million, up 5% year over year, and GAAP operating income of $34 million, compared with $15 million a year earlier. The company guided to fiscal 2026 revenue of $1.525 billion to $1.530 billion and said macroeconomic uncertainty, particularly in the U.S. public sector, is reflected in its outlook. The filing also raises the high end of restructuring costs to $30 million and discloses a planned sale of up to 5,000,000 Class A shares by an entity controlled by CEO Daniel Dines.
Q4 fiscal 2025 revenue $424 million, up 5%; GAAP operating income $34 million vs. $15 million a year earlier
Fiscal 2026 revenue guidance $1.525 billion to $1.530 billion; Q1 fiscal 2026 revenue guidance $330 million to $335 million
Restructuring costs high end raised by $5 million to $30 million; costs now expected by end of Q2 fiscal 2026
Ice Vulcan Holding Limited, controlled by Daniel Dines, adopted a trading plan on December 20, 2024 to sell up to 5,000,000 Class A shares through October 16, 2025
Sprinklr reported fourth-quarter and full-year fiscal 2025 results on March 12, 2025. Revenue grew, but operating income and non-GAAP earnings per share declined, and GAAP net income was lifted by an $87.1 million non-cash tax benefit. The company also gave first-quarter and full-year fiscal 2026 revenue and profit ranges.
Q4 total revenue was $202.5 million, up 4% from $194.2 million a year earlier; full-year revenue was $796.4 million, up 9%.
Q4 GAAP operating income fell to $10.5 million from $18.5 million; Q4 non-GAAP diluted EPS was $0.10 versus $0.12.
Q4 GAAP diluted EPS of $0.37 included an $87.1 million non-cash income tax benefit from a valuation allowance release.
Fiscal 2026 guidance projects total revenue of $821.5 million to $823.5 million and non-GAAP operating income of $129 million to $131 million.
Pursuit reported fourth-quarter and full-year 2024 results on March 11, 2025, after completing the $535 million sale of its GES business on December 31, 2024. Full-year revenue rose 4.6% to $366.5 million, but consolidated adjusted EBITDA fell 2.3% to $77.1 million, and the loss from continuing operations was $57.1 million, including $47.6 million of impairment charges. Reported net income of $368.5 million was driven mainly by the gain on the GES sale, and the company guided to 2025 adjusted EBITDA of $98 million to $108 million.
Full-year 2024 revenue was $366.5 million, up 4.6%; fourth-quarter revenue was $45.8 million, up 8.5%.
Full-year net income attributable to Pursuit was $368.5 million, mainly from a $421.9 million pre-tax gain on the GES sale; the loss from continuing operations was $57.1 million.
Consolidated adjusted EBITDA was $77.1 million, down 2.3%, which the company attributed in part to an adjusted EBITDA decline of approximately $15 million from the Jasper wildfire.
For 2025, the company expects adjusted EBITDA of $98 million to $108 million and revenue up low-double digits.
Ciena reported fiscal first quarter 2025 revenue of $1.07 billion, up from $1.04 billion a year earlier, but GAAP net income fell to $44.6 million, or $0.31 per diluted share, from $49.5 million, or $0.34. Adjusted (non-GAAP) earnings were $0.64 per share versus $0.66, and the company repurchased about 1.0 million shares for $79.2 million during the quarter. The filing does not include new guidance; management said it is very confident in its ability to deliver in fiscal year 2025 and beyond.
Revenue of $1.07 billion, up 3.3% from $1.04 billion in the prior-year quarter
GAAP diluted EPS of $0.31 vs. $0.34; adjusted diluted EPS of $0.64 vs. $0.66
Adjusted operating margin of 12.3% vs. 13.2%; operating cash flow of $103.7 million
Repurchased about 1.0 million shares for $79.2 million during the quarter
Korn Ferry reported third quarter fiscal 2025 results on March 11, 2025. Fee revenue was flat year over year at $668.7 million, while net income attributable to Korn Ferry fell to $58.4 million from $59.1 million, and diluted EPS declined to $1.10 from $1.13, mainly due to a higher income tax provision. Adjusted EBITDA rose to $114.5 million from $101.7 million, and the company guided Q4 fiscal 2025 fee revenue to $680 million to $700 million.
Q3 fee revenue was $668.7 million, flat year over year; up 2% at constant currency; Consulting fee revenue declined while Executive Search, RPO and Digital rose slightly
Net income attributable to Korn Ferry was $58.4 million versus $59.1 million a year earlier; adjusted diluted EPS was $1.19 versus $1.07
Adjusted EBITDA was $114.5 million, with a 17.1% margin, up from 15.2% a year earlier
Q4 fiscal 2025 outlook: fee revenue of $680 million to $700 million and diluted EPS of $1.20 to $1.28
Ferguson reported fiscal second-quarter 2025 results for the quarter ended January 31, 2025, with net sales up 3.0% to $6.9 billion while reported diluted earnings per share fell 12.7% to $1.38. The company reaffirmed its full-year low single digit sales growth guidance but lowered its adjusted operating margin range to 8.3% to 8.8% from 9.0% to 9.5%, and it also declared a $0.83 quarterly dividend and raised its buyback authorization by $1.0 billion.
Net sales of $6.9 billion, up 3.0%; reported operating profit of $410 million, down 14.0%
Diluted EPS of $1.38 versus $1.58 a year earlier; adjusted EPS of $1.52 versus $1.74
FY2025 adjusted operating margin guidance cut to 8.3% to 8.8% from 9.0% to 9.5%; capital expenditure guidance lowered to $325 million to $375 million
Quarterly dividend of $0.83 payable May 6, 2025; share repurchase program increased by $1.0 billion to about $1.4 billion remaining
Quanex reported a fiscal first-quarter net loss of $14.9 million, or $0.32 per diluted share, versus net income of $6.2 million, or $0.19 per share, a year earlier, while net sales rose 67.3% to $400.0 million on the Tyman acquisition. The company reaffirmed its fiscal 2025 guidance of $1.84 billion to $1.86 billion in net sales and $270 million to $280 million in Adjusted EBITDA, and it said it has repaid $65 million of debt since closing the Tyman deal on August 1, 2024.
Net sales were $400.0 million for the three months ended January 31, 2025, up from $239.2 million; Tyman contributed $175.7 million, and excluding Tyman, net sales declined 6.2%.
Net loss was $14.9 million, or $0.32 per diluted share, compared with net income of $6.2 million, or $0.19 per share; restructuring charges were $7.9 million.
Adjusted diluted EPS was $0.19, down from $0.25, and Adjusted EBITDA was $38.5 million, up from $19.3 million.
Fiscal 2025 guidance was reaffirmed: net sales of $1.84 billion to $1.86 billion and Adjusted EBITDA of $270 million to $280 million; total debt was $764.3 million as of January 31, 2025.
National Beverage reported results for its third quarter ended January 25, 2025. Quarterly net sales were $267 million, down from $270 million a year earlier, while operating profit rose 5% to $51 million and EPS was flat at $0.42. For the trailing twelve months, net income rose 10% to $186 million and diluted EPS reached $1.98, up from $1.81, which shows a stronger full-year picture despite the softer quarter.
Q3 net sales were $267.05 million versus $270.07 million in the prior-year quarter.
Q3 operating profit increased 5% to $51 million; Q3 net income was $39.6 million, flat with the prior year.
Trailing twelve-month net income was $185.8 million, up from $169.3 million; diluted EPS was $1.98 versus $1.81.
Management cited Southern California fires and severe Midwest and Northeast winter weather as adverse factors on volumes.
Guidewire reported fiscal second-quarter 2025 revenue of $289.5 million, up 20% from a year earlier, and raised its full-year 2025 outlook. GAAP results swung to a net loss of $37.3 million, mainly due to a $53.3 million charge on retiring convertible notes, compared with net income of $9.7 million a year earlier.
Total revenue was $289.5 million, up 20%; subscription and support revenue rose 35% to $177.8 million, while license revenue fell 10% to $63.7 million.
GAAP net loss was $37.3 million, or $0.45 per share, versus net income of $9.7 million, or $0.12 per share, a year earlier.
Non-GAAP net income per share was $0.51, up from $0.46 a year earlier.
Updated fiscal 2025 outlook: total revenue of $1,164 million to $1,174 million and non-GAAP operating income of $175 million to $185 million.
Wiley reported third-quarter fiscal 2025 revenue of $405 million, down from $461 million, as divested businesses no longer contributed; adjusted revenue rose 1.2% at constant currency. The GAAP loss per share narrowed to ($0.43) from ($2.08), though a non-cash income tax adjustment and other charges weighed on results. The company reaffirmed its fiscal 2025 outlook at the middle to high end of its ranges and raised its fiscal 2026 Adjusted EBITDA margin target to 25% or more.
Reported revenue of $405 million vs. $461 million in the prior-year quarter, reflecting foregone revenue from divested businesses
Operating income of $52 million vs. a loss of $46 million; Adjusted EPS of $0.84, up 39%
GAAP EPS loss of ($0.43) vs. ($2.08), primarily due to a $31.7 million non-cash income tax valuation allowance adjustment in the quarter
Fiscal 2026 Adjusted EBITDA margin target raised to 25%+ from 24-25%; full fiscal 2026 guidance due June 2025
The Toro Company reported first-quarter fiscal 2025 results for the period ended January 31, 2025. Net sales were $995.0 million, down 1% from a year earlier, and reported diluted EPS fell to $0.52 from $0.62, while adjusted diluted EPS rose to $0.65 from $0.64. The company kept its full-year fiscal 2025 net sales and adjusted EPS guidance, though it said it excludes incremental tariffs introduced year to date, except those on China imports that took effect in February.
Net sales of $995.0 million vs. $1,001.9 million a year earlier; Professional segment sales rose 1.6% to $768.8 million while Residential fell 8.0% to $221.0 million
Reported net earnings were $52.8 million, down 19%; adjusted net earnings were $65.9 million, down 1%, with a $13.2 million after-tax AMP productivity initiative charge
Fiscal 2025 guidance: total net sales growth of 0% to 1% and adjusted diluted EPS of $4.25 to $4.40, both maintained
Company returned $100 million to shareholders through share repurchases in the quarter
Cracker Barrel reported second quarter fiscal 2025 revenue of $949.4 million, up 1.5% from a year earlier, and GAAP diluted earnings per share of $0.99, down 16.8%. The company raised its fiscal 2025 adjusted EBITDA outlook to $210 million to $220 million from $200 million to $215 million, while GAAP net income fell 16.3% to $22.2 million.
Second quarter total revenue was $949.4 million, up 1.5%, with comparable store restaurant sales up 4.7%.
GAAP diluted EPS was $0.99, down from $1.19; adjusted diluted EPS was $1.38, up from $1.26.
Fiscal 2025 adjusted EBITDA outlook raised to $210 million to $220 million from $200 million to $215 million.
Board declared a quarterly dividend of $0.25 per share, payable May 14, 2025, to holders of record as of April 11, 2025.
Kroger reported fourth quarter 2024 EPS of $0.90, down from $1.01 a year earlier, and adjusted EPS of $1.14, down from $1.34, while full-year 2024 adjusted EPS was $4.47 versus $4.76 in 2023. The company guided 2025 adjusted EPS to $4.60 to $4.80 and began a $5.0 billion accelerated share repurchase, with Ron Sargent serving as interim CEO. For shareholders, lower reported profit is offset in part by the guidance range and buyback, though the filing ties some of the profit decline to the sale of Kroger Specialty Pharmacy and the 53rd week in 2023.
Q4 2024 operating profit was $912 million versus $1,194 million a year earlier; total sales were $34.3 billion versus $37.1 billion
Fiscal 2024 EPS was $3.67 versus $2.96, while adjusted EPS was $4.47 versus $4.76
2025 guidance: adjusted FIFO operating profit of $4.7 to $4.9 billion and adjusted free cash flow of $2.8 to $3.0 billion
Commenced a $5.0 billion accelerated share repurchase under a $7.5 billion authorization, with $2.5 billion of capacity remaining
Macy's reported fourth quarter and fiscal 2024 results on March 6, 2025, with net sales down 4.3% in the quarter to $7.8 billion while GAAP diluted EPS rose to $1.21 from a loss of $0.47 a year earlier. Adjusted diluted EPS fell to $1.80 from $2.24, but beat the company's prior guidance range. The company guided fiscal 2025 adjusted diluted EPS to $2.05 to $2.25, below the $2.64 reported for fiscal 2024, and said it intends to resume share buybacks.
Q4 2024 GAAP diluted EPS was $1.21 versus a loss of $0.47 in Q4 2023; adjusted diluted EPS was $1.80 versus $2.24
Fiscal 2024 net sales were $22.3 billion, down 3.5%; GAAP diluted EPS was $2.07 and adjusted diluted EPS was $2.64
Fiscal 2025 guidance: net sales of $21.0 billion to $21.4 billion and adjusted diluted EPS of $2.05 to $2.25
Cash was $1.3 billion at year end; the company intends to resume buybacks under the remaining $1.4 billion authorization, market conditions permitting
BJ's Wholesale reported fourth-quarter fiscal 2024 results for the 13 weeks ended February 1, 2025, with net income down 15.9% to $122.7 million and diluted EPS of $0.92, compared with a prior-year quarter that had 14 weeks. For the full fiscal year, total revenues rose 2.7% to $20.50 billion and diluted EPS rose 3.1% to $4.00, and the company guided fiscal 2025 adjusted EPS to $4.10 to $4.30.
Q4 fiscal 2024 net income was $122.7 million, down from $145.9 million; diluted EPS was $0.92 versus $1.08
Q4 adjusted EBITDA fell 9.0% to $264.6 million; full-year adjusted EBITDA rose 0.8% to $1.09 billion
Full-year fiscal 2024 total revenues were $20.50 billion, up 2.7%; net income was $534.4 million
Fiscal 2025 outlook: adjusted EPS of $4.10 to $4.30 and capital expenditures of approximately $800 million; new $1.0 billion buyback approved November 18, 2024
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
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
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.
Box reported fourth-quarter fiscal 2025 revenue of $279.5 million, up 6%, and GAAP diluted EPS of $1.12, which included a $1.04 net tax benefit. For fiscal 2026 it guided to revenue of $1.155 billion to $1.160 billion and non-GAAP EPS of $1.13 to $1.17, lower than fiscal 2025's $1.71 because of non-cash deferred tax expense it will begin recording.
Q4 revenue of $279.5 million, up 6%; fiscal 2025 revenue of $1.090 billion, up 5%
Q4 GAAP diluted EPS of $1.12 versus $0.57; non-GAAP diluted EPS of $0.42, flat year over year
FY26 guidance: revenue of $1.155 billion to $1.160 billion and non-GAAP EPS of $1.13 to $1.17, including a $0.56 non-cash deferred tax expense
On March 3, 2025, the Board authorized a $150 million expansion of the stock repurchase program; about $52 million remained as of January 31, 2025
Best Buy reported fourth-quarter fiscal 2025 comparable sales up 0.5%, but revenue fell to $13.95 billion from $14.65 billion, partly because the prior-year quarter had an extra week. GAAP diluted EPS dropped to $0.54 from $2.12 after a $475 million goodwill impairment tied to Best Buy Health, while adjusted diluted EPS was $2.58 versus $2.72. The company guided fiscal 2026 adjusted diluted EPS to $6.20 to $6.60 and raised its quarterly dividend 1% to $0.95.
Q4 FY25 enterprise comparable sales rose 0.5% and revenue was $13.95 billion, versus $14.65 billion in the 14-week Q4 FY24
GAAP diluted EPS was $0.54 versus $2.12; adjusted diluted EPS was $2.58 versus $2.72
FY26 guidance: revenue of $41.4 billion to $42.2 billion, comparable sales of 0.0% to 2.0%, adjusted diluted EPS of $6.20 to $6.60, excluding tariffs
Quarterly dividend raised 1% to $0.95 per share, payable April 15, 2025, to holders of record on March 25, 2025
AutoZone reported results for its second quarter, the 12 weeks ended February 15, 2025. Net sales rose 2.4% to $4.0 billion, but operating profit fell 4.9% to $706.8 million, net income fell 5.3% to $487.9 million, and diluted earnings per share fell 2.1% to $28.29. Revenue growth was offset by lower profit, with operating expenses rising to 36.0% of sales from 34.6% a year earlier.
Net sales were $4.0 billion, up 2.4% from the prior-year quarter; total company same store sales rose 0.5%, or 2.9% at constant currency.
Domestic same store sales rose 1.9% for the quarter.
Operating expenses were 36.0% of sales versus 34.6% last year, which the company said reflected investments in growth initiatives.
As of the quarter end, $1.3 billion remained under the share repurchase authorization, and the company repurchased shares for $329.4 million during the quarter.
ADMA Biologics reported full-year 2024 total revenue of $426.5 million, up 65% from 2023, and GAAP net income of $197.7 million, which includes an $84.3 million valuation allowance tax benefit. It raised its FY 2025 and 2026 revenue, Adjusted Net Income and Adjusted EBITDA guidance, but said it expects to file its Form 10-K late, on or before March 18, 2025, because KPMG has not yet completed its audit procedures.
FY 2024 revenue $426.5 million vs. $258.2 million in FY 2023; GAAP net income $197.7 million vs. a net loss of $28.2 million
FY 2024 Adjusted EBITDA $164.6 million and Adjusted Net Income $119.2 million, vs. $40.2 million and $0.7 million in FY 2023
FY 2025 total revenue guidance raised to more than $490 million; FY 2026 to more than $605 million
Company intends to file a Form 12b-25 and expects to file the Form 10-K on or before March 18, 2025; KPMG has not completed its audit procedures
Greif reported fiscal first-quarter 2025 results for the quarter ended January 31, 2025. Net sales rose to $1,265.8 million from $1,205.8 million, but net income attributable to Greif fell to $8.6 million from $67.2 million, mainly because the prior-year quarter included a non-recurring $48.1 million income tax benefit. The company also issued low-end fiscal 2025 guidance for Adjusted EBITDA of $710 million and adjusted free cash flow of $245 million.
Net sales $1,265.8 million vs. $1,205.8 million; net income attributable to Greif $8.6 million, or $0.15 per diluted Class A share, vs. $1.17 a year earlier
Adjusted EBITDA $145.1 million, up 5.9%; adjusted free cash flow was a use of $61.9 million
Total debt rose $548.4 million to $2,840.2 million, mainly from the Ipackchem acquisition; leverage ratio 3.63x vs. 2.46x
Plans to divest about 176,000 acres of Southeastern U.S. timberland, with proceeds applied to debt reduction; fiscal 2025 low-end Adjusted EBITDA guidance of $710 million
N-able reported fourth-quarter 2024 total revenue of $116.5 million, up 7.5% year over year, and said this exceeded its fourth-quarter revenue guidance. GAAP net income for the quarter was $3.3 million, or $0.02 per diluted share, compared with $9.35 million a year earlier. For 2025, the company expects total revenue of $486.5 million to $492.5 million, growth of about 4% to 6% after 10.5% growth in 2024, which signals a slowdown for shareholders.
Q4 2024 revenue $116.5 million, up 7.5%; GAAP net income $3.3 million ($0.02 per diluted share) versus $9.35 million in Q4 2023
Full-year 2024 revenue $466.1 million, up 10.5%; GAAP net income $31.0 million ($0.16 per diluted share)
2025 outlook: total revenue $486.5 million to $492.5 million; adjusted EBITDA $132.0 million to $138.0 million; total ARR $514.0 million to $522.0 million
Q1 2025 outlook: revenue $115.0 million to $116.0 million, about 1% to 2% year-over-year growth
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