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).
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.
Winnebago Industries reported second-quarter fiscal 2025 results for the period ended March 1, 2025, with net revenues down 11.8% year over year to $620.2 million and a net loss of $0.4 million, or $0.02 per diluted share. Adjusted earnings per diluted share fell 79.6% to $0.19, and the company updated its fiscal 2025 outlook to sales of $2.8 billion to $3.0 billion and adjusted earnings per share of $2.75 to $3.75. Shareholders face lower revenue and profit in the quarter, and the updated range is the company's current view of the full year.
Net revenues were $620.2 million, down from $703.6 million a year earlier, with Motorhome RV revenue down 30.4%.
Adjusted EBITDA was $22.8 million, down 54.2% from $49.8 million; gross margin fell to 13.4% from 15.0%.
Fiscal 2025 outlook: sales of $2.8 billion to $3.0 billion, reported EPS of $2.10 to $3.10, adjusted EPS of $2.75 to $3.75.
The company completed a $100 million tender for its 6.25% Senior Secured Notes due 2028 and repurchased $20 million of its stock during the quarter.
REX American Resources reported lower fourth-quarter and full fiscal 2024 sales and profit than a year earlier, as lower ethanol and co-product prices reduced revenue. Diluted EPS was $0.63 in the quarter versus $1.16, and $3.30 for the full year versus $3.47. The company also said its One Earth ethanol expansion will finish later than the mid-2025 target and now has a budget of $220-$230 million.
Q4 net sales and revenue were $158.2 million versus $187.6 million; Q4 gross profit was $17.6 million versus $30.4 million.
Full fiscal 2024 net sales and revenue were $642.5 million versus $833.4 million; diluted EPS was $3.30 versus $3.47.
One Earth ethanol expansion is budgeted at $220-$230 million, with completion now expected after the middle of 2025.
On March 25, 2025, the board authorized up to 1.5 million additional shares for repurchase; the company reported $359.1 million in cash and short-term investments and no bank debt as of January 31, 2025.
Cintas reported fiscal 2025 third-quarter revenue of $2.61 billion, up 8.4%, and diluted EPS of $1.13, up 17.7% from $0.96 a year earlier. The company raised its fiscal 2025 diluted EPS guidance to $4.36 to $4.40 from $4.28 to $4.34, while narrowing its revenue guidance to $10.280 billion to $10.305 billion.
Q3 net income was $463.5 million, up 16.6%, and gross margin was 50.6% of revenue versus 49.4% a year earlier.
Q3 operating income included a $15.0 million gain on the sale of property and equipment; the prior-year quarter included a $15.0 million class action settlement charge.
Fiscal 2025 diluted EPS guidance rose to $4.36 to $4.40 from $4.28 to $4.34.
Fiscal 2025 revenue guidance is $10.280 billion to $10.305 billion, versus the prior $10.255 billion to $10.320 billion; the top end was lowered by $15.0 million due to currency effects.
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.
Worthington Steel reported fiscal 2025 third-quarter net sales of $687.4 million, down 15% from $805.8 million a year earlier, as lower volume and lower selling prices reduced gross margin. Net earnings attributable to controlling interest fell to $13.8 million, or $0.27 per diluted share, from $49.0 million, or $0.98, and the company also declared a $0.16 quarterly dividend.
Net sales of $687.4 million vs $805.8 million in the prior-year quarter, down 15%
Operating income of $18.3 million vs $66.3 million; $7.4 million of asset impairments were recognized
Net earnings per diluted share of $0.27 vs $0.98; adjusted per diluted share of $0.35 vs $0.99
Quarterly dividend of $0.16 per share, payable June 27, 2025, to holders of record on June 13, 2025
Jabil reported preliminary, unaudited second-quarter fiscal 2025 results with net revenue of $6.7 billion, roughly flat with $6.8 billion a year earlier, and core diluted EPS of $1.94, up from $1.68. GAAP diluted EPS fell to $1.06 from $7.31 because the prior-year quarter included a $944 million divestiture gain. The company also raised its fiscal 2025 outlook, with core diluted EPS now expected at $8.95 and third-quarter net revenue guided to $6.7 billion to $7.3 billion.
Q2 net revenue $6.7 billion ($6,728 million) versus $6,767 million a year earlier
Q2 core diluted EPS $1.94 versus $1.68; GAAP diluted EPS $1.06 versus $7.31, which included a prior-year divestiture gain
Fiscal 2025 outlook: net revenue $27.9 billion, core operating margin 5.4%, core diluted EPS $8.95, adjusted free cash flow $1.2 billion or more
Q3 fiscal 2025 guidance: net revenue $6.7 billion to $7.3 billion; core diluted EPS $2.08 to $2.48
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
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.
General Mills reported fiscal 2025 third-quarter results for the quarter ended February 23, 2025, with net sales down 5% to $4.8 billion and diluted EPS down 4% to $1.12. It also lowered its full-year fiscal 2025 outlook, now expecting organic net sales down 2% to down 1.5% and adjusted operating profit and adjusted diluted EPS down 8% to down 7% in constant currency. For shareholders, this points to weaker sales and profit than the company previously expected, which it attributed to retailer inventory reductions and a slowdown in snacking categories.
Third-quarter net sales were $4.8 billion, down 5%; organic net sales were also down 5%, including about 4 points of retailer inventory reductions and the expected reversal of certain second-quarter timing items.
Diluted EPS was $1.12, down 4%; adjusted diluted EPS was $1.00, down 15% in constant currency.
Full-year fiscal 2025 adjusted operating profit and adjusted diluted EPS are now expected to be down 8% to down 7% in constant currency, compared with the previous down 4% to down 2%.
Holistic Margin Management is expected to deliver at least 5% cost of goods sold savings in fiscal 2026, about $600 million, and new cost-savings initiatives target at least $100 million.
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.
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
ABM reported first-quarter fiscal 2025 revenue of $2.1 billion, up 2.2%, with net income of $43.6 million, or $0.69 per diluted share, versus $0.70 a year earlier. The company raised the low end of its full-year adjusted EPS outlook by $0.05 to a range of $3.65 to $3.80 and declared a $0.265 quarterly dividend, but free cash flow was negative $122.9 million, which management attributed mainly to a temporary working capital increase during its new ERP system transition.
Revenue of $2.1 billion, up 2.2%, including 1.6% organic growth; Technical Solutions revenue rose 21.9% and Aviation rose 8.2%
Net income of $43.6 million ($0.69 per diluted share) vs. $44.7 million ($0.70) a year earlier; adjusted EPS of $0.87 vs. $0.86
Fiscal 2025 adjusted EPS outlook now $3.65 to $3.80; adjusted EBITDA margin forecast unchanged at 6.3% to 6.5%
Free cash flow was negative $122.9 million vs. negative $13.7 million; quarterly dividend of $0.265 payable May 5, 2025 to holders of record April 3, 2025
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.
For the fiscal second quarter ended February 1, 2025, UNFI reported net sales up 4.9% to $8.2 billion and a net loss of $3 million, or $0.05 per diluted share, versus a $15 million loss a year earlier. The company raised its fiscal 2025 outlook for most metrics, including Adjusted EPS of $0.70 to $0.90, up from $0.40 to $0.80. Both sales and per-share results improved, though the company still posted a GAAP loss for the quarter.
Net sales rose 4.9% to $8.2 billion, driven by a 3% increase in wholesale unit volumes and inflation.
Net loss narrowed to $3 million ($0.05 per diluted share) from $15 million ($0.25); Adjusted EPS was $0.22 versus $0.07.
Adjusted EBITDA rose 13.3% to $145 million; net debt to Adjusted EBITDA ratio fell to 3.7x from 4.3x a year earlier.
Fiscal 2025 outlook raised from the December 10, 2024 guidance: net sales now $31.3 billion to $31.7 billion and free cash flow above $150 million.
DICK'S Sporting Goods reported fourth quarter and full year 2024 results, with fourth quarter net sales of $3.89 billion, up 0.5%, and full year diluted EPS of $14.05, up from $12.18. The company guided 2025 diluted EPS to $13.80 to $14.40 and raised its quarterly dividend 10% to $1.2125 per share, and its board approved a new $3 billion share repurchase program.
Q4 comparable sales rose 6.4%; the fourth quarter had 13 weeks versus 14 in the prior-year period, and the calendar shift reduced net sales by about $30 million.
Q4 GAAP diluted EPS was $3.62, up from $3.57; non-GAAP diluted EPS was $3.62 versus $3.85 a year earlier.
2025 outlook: comparable sales growth of 1.0% to 3.0%, net sales of $13.6 billion to $13.9 billion, and diluted EPS of $13.80 to $14.40.
Dividend of $1.2125 per share payable April 11, 2025, to holders of record on March 28, 2025; new $3 billion repurchase program is in addition to the remaining amount of the $2 billion program authorized December 16, 2021.
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
Abercrombie & Fitch reported fourth quarter and fiscal 2024 results on March 5, 2025, with full-year net sales up 16% to $4.95 billion and diluted earnings per share of $10.69, compared with $6.22 a year earlier. The Board also authorized a new $1.3 billion share repurchase program with no expiration date, and the company gave fiscal 2025 guidance of 3% to 5% net sales growth and net income per diluted share of $10.40 to $11.40.
Fourth quarter net sales were $1.58 billion, up 9%, with comparable sales up 14%.
Full-year operating margin was 15.0%, up from 11.3% in fiscal 2023.
Full-year diluted EPS was $10.69 versus $6.22; the 2025 outlook is $10.40 to $11.40.
The new $1.3 billion authorization replaces the 2021 program; the company expects $400 million in share repurchases in 2025.
CooperCompanies reported fiscal first-quarter 2025 results for the period ended January 31, 2025, with revenue up 4% to $964.7 million and GAAP diluted EPS of $0.52, compared with $0.41 a year earlier. The company also raised the low end of its fiscal 2025 non-GAAP diluted EPS guidance to $3.94 to $4.02, from $3.92 to $4.02, which gives shareholders a higher expected earnings floor for the year.
Q1 revenue of $964.7 million, up 4% from $931.6 million a year earlier; up 5% in constant currency and organically
GAAP diluted EPS of $0.52 vs. $0.41; non-GAAP diluted EPS of $0.92 vs. $0.85
Fiscal 2025 non-GAAP diluted EPS guidance raised to $3.94 to $4.02 from $3.92 to $4.02
Fiscal 2025 total revenue guidance of $4,080 million to $4,158 million, with organic growth of 6% to 8%
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
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
Burlington Stores reported fourth-quarter fiscal 2024 comparable store sales growth of 6%, above its 0% to 2% guidance, and adjusted EPS of $4.13, up 12% and above its $3.55 to $3.75 guidance range. For full fiscal 2024, adjusted EPS was $8.35, up 34%, but the company said the 2025 outlook is very uncertain and guided first-quarter adjusted EPS of $1.30 to $1.45, below the $1.42 reported a year earlier.
Q4 net income was $261 million, or $4.02 per diluted share, versus $227 million, or $3.53 per share, in the prior year's 14-week period.
Q4 adjusted EPS was $4.13 versus guidance of $3.55 to $3.75.
Fiscal 2025 adjusted EPS is guided to $8.70 to $9.30, compared with $8.35 in fiscal 2024.
First-quarter fiscal 2025 adjusted EPS is guided to $1.30 to $1.45, compared with $1.42 a year earlier.
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
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
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
TG Therapeutics reported fourth-quarter and full-year 2024 results, with full-year total revenue of $329.0 million and net income of $23.4 million, compared with $233.7 million and $12.7 million in 2023. The company set a 2025 target of approximately $540 million in total global revenue and said its $311.0 million in cash, cash equivalents and investment securities, combined with projected BRIUMVI revenue, should fund the business under its current operating plan.
Q4 2024 total revenue was $108.2 million, compared with $44.0 million in Q4 2023; Q4 2024 net income was $23.3 million, compared with a net loss of $14.4 million.
Full-year 2024 total revenue was $329.0 million, compared with $233.7 million in 2023; 2023 included recognition of a one-time $140.0 million Neuraxpharm upfront payment.
2025 target total global revenue is approximately $540 million, including BRIUMVI U.S. net product revenue of approximately $525 million.
Cash, cash equivalents and investment securities were $311.0 million as of December 31, 2024.
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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