AI filing briefs · archive

8-K filings in March 2025, explained

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).

Clear

33 of 442 briefs match

newest first · times in ET

Universal Technical Institute names Todd Hitchcock chief operating officer

Positive leadership Written later 5.027.01

Universal Technical Institute named Todd Hitchcock chief operating officer effective immediately, and he will also serve as principal operating officer. The company also appointed Adrienne DeTray as chief information officer and said its executive leadership team is now complete. The release states that first-quarter fiscal 2025 revenue, Adjusted EBITDA and new student starts improved year over year and that the company raised its fiscal-year guidance ranges.

  • Todd Hitchcock, previously EVP and Chief Strategy and Transformation Officer, became COO effective March 31, 2025, and will oversee the UTI and Concorde divisions
  • Hitchcock's base salary increased to $500,000 for fiscal 2025, and his fiscal 2025 long-term incentive awards were increased to $800,000
  • Adrienne DeTray was appointed Chief Information Officer effective immediately; she previously served as CIO at Adtalem Global Education
  • The company says the second phase of its North Star strategy is expected to deliver approximately 10% revenue CAGR and Adjusted EBITDA margin of nearly 20 percent through fiscal 2029
Read the filing on SEC.gov ↗
AGXARGAN INC Mar 27, 4:10 PM ET

Argan posts record Q4 diluted EPS of $2.22 as revenue rises 41% to $232.5 million

Positive earnings Written later 2.02

Argan reported fourth quarter and fiscal 2025 results for the period ended January 31, 2025. Quarterly revenue rose 41% to $232.5 million, and net income was $31.4 million, or $2.22 per diluted share, compared with $0.89 a year earlier. For the full year, revenue rose 52.5% to $874.2 million and net income was $85.5 million, or $6.15 per diluted share.

  • Q4 gross margin was 20.5%, up from 14.4% a year earlier; EBITDA was $39.3 million versus $17.6 million
  • Fiscal 2025 net income was $85.5 million, or $6.15 per diluted share, versus $32.4 million, or $2.39, in fiscal 2024
  • Project backlog was $1.4 billion at January 31, 2025, up from $757 million a year earlier; the company reported no debt
  • Quarterly cash dividend was $0.375 per share, up from $0.300 a year earlier
Read the filing on SEC.gov ↗
PAYXPAYCHEX INC Mar 26, 8:43 AM ET

Paychex Q3 revenue rises 5% to $1.5 billion; adjusted EPS up 8% to $1.49

Positive earnings Written later 2.02

Paychex reported third-quarter fiscal 2025 results for the period ended February 28, 2025, with total revenue up 5% to $1.5 billion and diluted earnings per share up 4% to $1.43. The company also updated its fiscal 2025 outlook, now expecting PEO and Insurance Solutions revenue growth of 6.0% to 6.5% and an adjusted operating margin of about 43%, while the pending Paycor acquisition, expected to close in April 2025, is excluded from that outlook.

  • Total revenue was $1,509.0 million for the quarter, up 5% from $1,439.3 million a year earlier.
  • Diluted EPS was $1.43, up 4%; adjusted diluted EPS was $1.49, up 8%.
  • Fiscal 2025 outlook: PEO and Insurance Solutions revenue growth of 6.0% to 6.5%; adjusted operating margin about 43%.
  • The Paycor acquisition, agreed January 7, 2025, is expected to close in April 2025; the Hart-Scott-Rodino waiting period expired February 27, 2025.
Read the filing on SEC.gov ↗
CTASCINTAS CORP Mar 26, 8:31 AM ET

Cintas Q3 revenue rises 8.4% to $2.61 billion; raises fiscal 2025 EPS outlook

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
CHWYChewy, Inc. Mar 26, 7:04 AM ET

Chewy Q4 net sales rise 14.9% to $3.25 billion; FY2024 net income $392.7 million

Positive earnings Written later 2.02

Chewy reported fiscal fourth-quarter and full-year 2024 results, with net sales up 14.9% in Q4 and 6.4% for the year. Q4 GAAP net income and diluted EPS declined year over year, while adjusted EBITDA rose 44% and full-year net income increased, helped by a $241.0 million income tax benefit. Both quarter and year include an extra week, which the company notes affects the comparisons.

  • Q4 net sales of $3.25 billion, up 14.9% year over year (14-week quarter)
  • Q4 net income of $22.8 million and diluted EPS of $0.05, versus $31.9 million and $0.07 a year earlier
  • Q4 adjusted EBITDA of $124.5 million, up $38.1 million; full-year net income of $392.7 million
  • Fiscal 2024 repurchases of common stock totaled $942.8 million
Read the filing on SEC.gov ↗
EPACENERPAC TOOL GROUP CORP Mar 24, 4:30 PM ET

Enerpac Tool Group Q2 sales rise 5.1%, EPS $0.38; full-year guidance reiterated

Positive earnings Written later 2.02

Enerpac Tool Group reported fiscal second-quarter results for the three months ended February 28, 2025, with net sales of $145.5 million, up 5.1% from the prior year, and diluted EPS of $0.38 versus $0.33. Adjusted EBITDA slipped to $33.8 million from $34.3 million as gross margin declined 110 basis points, and the company reiterated its fiscal 2025 guidance. Shareholders see higher reported earnings alongside continued margin pressure.

  • Net sales were $145.5 million, up 5.1%, with organic sales up 5.0%.
  • Net earnings were $20.9 million, or $0.38 per diluted share, versus $17.9 million, or $0.33, a year earlier.
  • Gross profit margin fell 110 basis points to 50.5%; adjusted EBITDA was $33.8 million versus $34.3 million.
  • Fiscal 2025 guidance was reiterated: net sales of $610 million to $625 million and adjusted EBITDA of $150 million to $160 million.
Read the filing on SEC.gov ↗
JBLJABIL INC Mar 20, 7:51 AM ET

Jabil raises fiscal 2025 outlook as Q2 core EPS rises to $1.94 from $1.68

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
DRIDARDEN RESTAURANTS INC Mar 20, 7:04 AM ET

Darden Restaurants Q3 sales rise 6.2% to $3.2 billion; diluted EPS $2.74

Positive earnings Written later 2.02

Darden reported fiscal third-quarter 2025 results for the quarter ended February 23, 2025, with sales up 6.2% and diluted earnings per share from continuing operations up from $2.60 to $2.74. The company also updated its fiscal 2025 outlook, projecting adjusted diluted EPS of $9.45 to $9.52, and declared a $1.40 quarterly dividend.

  • Q3 sales rose 6.2% to $3.2 billion, with consolidated same-restaurant sales up 0.7%
  • Adjusted diluted EPS from continuing operations was $2.80, up 6.9%, excluding $0.06 of Chuy's transaction and integration costs
  • Fiscal 2025 outlook: total sales of about $12.1 billion and adjusted diluted EPS of $9.45 to $9.52
  • Quarterly dividend of $1.40 per share is payable May 1, 2025; $53 million of stock repurchased in the quarter
Read the filing on SEC.gov ↗
WSMWILLIAMS SONOMA INC Mar 19, 9:09 AM ET

Williams-Sonoma Q4 EPS rises to $3.28; comparable brand revenue up 3.1%

Positive earnings Written later 2.028.01

Williams-Sonoma reported fourth-quarter fiscal 2024 net revenues of $2.46 billion, up from $2.28 billion a year earlier, with diluted EPS of $3.28 versus $2.72 and a record Q4 operating margin of 21.5%. The company also raised its quarterly dividend 16% to $0.66 per share, and its fiscal 2025 outlook projects net revenues from -1.5% to +1.5% and comparable revenue from flat to +3.0%.

  • Q4 comparable brand revenue rose 3.1%, and full-year fiscal 2024 comparable brand revenue fell 1.6%.
  • Q4 diluted EPS was $3.28 versus $2.72 a year earlier; full-year fiscal 2024 diluted EPS was $8.79.
  • Quarterly dividend increased 16% to $0.66 per share, payable May 24, 2025, to holders of record on April 17, 2025.
  • Fiscal 2025 outlook: net revenues -1.5% to +1.5%, comparable revenue flat to +3.0%, operating margin 17.4% to 17.8%.
Read the filing on SEC.gov ↗

First Industrial closes $850 million revolver and refinances $200 million term loan

Positive financing Written later 1.012.037.01

First Industrial Realty Trust amended and restated its revolving credit facility, raising borrowing capacity from $750.0 million to $850.0 million and extending maturity to March 16, 2029. It also refinanced its $200.0 million unsecured term loan, extending its maturity to March 17, 2028, with lower pricing spreads and longer extension options. The changes add liquidity and push out debt maturities, though the filing reports no change to earnings or guidance.

  • Revolving facility increased from $750.0 million to $850.0 million, with an accordion feature to $1.0 billion
  • Revolver maturity extended from July 7, 2025 to March 16, 2029; term loan maturity extended from July 7, 2026 to March 17, 2028
  • Revolver had $431.0 million outstanding; applicable margin set at 0.775% based on BBB/Baa2/BBB ratings
  • Company has fully and unconditionally guaranteed borrowings under both agreements
Read the filing on SEC.gov ↗
HQYHEALTHEQUITY, INC. Mar 18, 4:04 PM ET

HealthEquity fiscal 2025 revenue rises 20% to $1.20 billion; net income up 74%

Positive earnings Written later 2.02

HealthEquity reported fiscal 2025 results for the year ended January 31, 2025, with revenue of $1.20 billion (up 20%) and GAAP net income of $96.7 million, or $1.09 per diluted share, up from $55.7 million, or $0.64, a year earlier. Fourth-quarter net income was flat at $26.4 million, while the company guided to fiscal 2026 revenue of $1.280 billion to $1.305 billion and GAAP net income per diluted share of $1.85 to $2.01.

  • Fiscal 2025 revenue of $1.20 billion, up 20% from $999.6 million; Adjusted EBITDA of $471.8 million, up 28%.
  • Fourth-quarter revenue of $311.8 million, up 19%; net income of $26.4 million, unchanged from the prior-year quarter.
  • Fiscal 2026 outlook: revenue of $1.280 billion to $1.305 billion; GAAP net income per diluted share of $1.85 to $2.01; Adjusted EBITDA of $525 million to $545 million.
  • Completed the BenefitWallet HSA portfolio acquisition for a purchase price of $425.0 million and repurchased 1.4 million shares for $122.2 million during the year.
Read the filing on SEC.gov ↗
DOCUDOCUSIGN, INC. Mar 13, 4:06 PM ET

Docusign Q4 revenue up 9% to $776.3 million; fiscal 2025 net income $1.07 billion

Positive earnings Written later 2.02

Docusign reported fourth-quarter and fiscal 2025 results for the periods ended January 31, 2025, with total revenue up 9% in the quarter and 8% for the year. The company also issued revenue guidance for the quarter ending April 30, 2025 and for fiscal 2026, which shareholders can use as a reference point for future results.

  • Q4 GAAP diluted EPS was $0.39 versus $0.13 a year earlier; non-GAAP diluted EPS was $0.86 versus $0.76.
  • Fiscal 2025 GAAP net income was $1.07 billion, including an income tax benefit of $819.9 million; GAAP diluted EPS was $5.08 versus $0.36.
  • Guidance: quarter ending April 30, 2025 total revenue of $745 million to $749 million; fiscal 2026 total revenue of $3,129 million to $3,141 million.
  • Fiscal 2025 stock repurchases were $683.5 million, compared with $145.5 million a year earlier.
Read the filing on SEC.gov ↗
ADBEADOBE INC. Mar 12, 4:06 PM ET

Adobe Q1 Revenue Rises 10% to $5.71 Billion; Reaffirms FY2025 Targets

Positive earnings Written later 2.02

Adobe reported first quarter fiscal 2025 results for the period ended February 28, 2025, with revenue of $5.71 billion, up 10% year over year, and GAAP diluted earnings per share of $4.14 versus $1.36 a year earlier. The prior-year figure included a $1.0 billion Figma acquisition termination fee. The company reaffirmed its FY2025 financial targets, which keeps its full-year outlook unchanged.

  • Revenue was $5.71 billion, up 10% year over year, or 11% in constant currency.
  • Non-GAAP diluted EPS was $5.08, compared with $4.48 a year earlier; GAAP diluted EPS was $4.14.
  • Operating cash flow was $2.48 billion, and the company repurchased about 7.0 million shares during the quarter.
  • FY2025 targets were reaffirmed, including total revenue of $23.30 billion to $23.55 billion and non-GAAP EPS of $20.20 to $20.50.
Read the filing on SEC.gov ↗
ABMABM INDUSTRIES INC /DE/ Mar 12, 7:02 AM ET

ABM raises low end of fiscal 2025 adjusted EPS outlook after 2.2% revenue gain

Positive earnings Written later 2.028.01

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
Read the filing on SEC.gov ↗
CASYCASEYS GENERAL STORES INC Mar 11, 4:31 PM ET

Casey's Q3 EPS flat at $2.33 as EBITDA rises 11.4%; FY2025 EBITDA growth outlook about 11%

Positive earnings Written later 2.02

Casey's reported third-quarter results for the period ended January 31, 2025, with diluted EPS flat at $2.33 and net income flat at $87.1 million, while EBITDA rose 11.4% to $242.4 million. The company now expects fiscal 2025 EBITDA to increase about 11%, and its Board approved a $0.50 quarterly dividend, so shareholders see stable per-share earnings alongside higher operating profit before interest, taxes, depreciation and amortization.

  • Diluted EPS $2.33, flat year over year; net income $87.1 million; total revenue $3.9 billion
  • EBITDA $242.4 million, up 11.4%, driven by higher inside and fuel gross profit; higher interest expense from Fikes debt offset gains
  • Inside same-store sales up 3.7%; same-store fuel gallons up 1.8%; fuel margin 36.4 cents per gallon
  • Quarterly dividend of $0.50 per share payable May 15, 2025; no shares repurchased in the third quarter
Read the filing on SEC.gov ↗
UNFIUNITED NATURAL FOODS INC Mar 11, 7:04 AM ET

UNFI Q2 net sales rise 4.9% to $8.2 billion; full-year outlook raised

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
DKSDICK'S SPORTING GOODS, INC. Mar 11, 7:02 AM ET

DICK'S Sporting Goods Q4 comparable sales rise 6.4%; 2024 EPS up 15% to $14.05

Positive earnings Written later 2.027.018.01

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.
Read the filing on SEC.gov ↗
SAROStandardAero, Inc. Mar 10, 4:23 PM ET

StandardAero Q4 revenue up 21.8% to $1.4 billion; initiates 2025 outlook

Positive earnings Written later 2.02

StandardAero reported fourth-quarter and full-year 2024 results, with revenue up 21.8% in the quarter and 14.8% for the year. Full-year net income was $11.0 million, compared with a net loss of $35.1 million in 2023, although the fourth-quarter net loss widened to $14.1 million from $4.6 million a year earlier. The company also initiated 2025 guidance calling for revenue of $5.8 billion to $5.95 billion and Adjusted EBITDA of $770 million to $790 million.

  • Q4 2024 revenue was $1,409.6 million, up 21.8% from $1,157.8 million; Q4 net loss was $14.1 million versus $4.6 million a year earlier.
  • Full-year 2024 net income was $11.0 million versus a net loss of $35.1 million in 2023; full-year Adjusted EBITDA was $690.5 million, up 23.1%.
  • 2025 guidance: revenue of $5.8 billion to $5.95 billion, Adjusted EBITDA of $770 million to $790 million, and free cash flow of $155 million to $175 million.
  • IPO completed October 2, 2024 at $24.00 per share; net primary proceeds of $1.2 billion were used to pay down debt.
Read the filing on SEC.gov ↗
MTNVAIL RESORTS INC Mar 10, 4:06 PM ET

Vail Resorts Q2 net income rises to $245.5 million; fiscal 2025 guidance updated

Positive earnings Written later 2.02

Vail Resorts reported fiscal 2025 second-quarter results for the three months ended January 31, 2025, with net income attributable to the company of $245.5 million, up from $219.3 million a year earlier. The company also updated fiscal 2025 guidance, now expecting net income of $257 million to $309 million, and said Resort Reported EBITDA midpoint is unchanged excluding a $7 million foreign currency impact.

  • Q2 net income attributable to Vail Resorts was $245.5 million, or $6.56 per diluted share, versus $219.3 million, or $5.76 per diluted share, a year earlier
  • Resort Reported EBITDA was $459.7 million, up 8.1% from the prior year period
  • Fiscal 2025 guidance: net income of $257 million to $309 million and Resort Reported EBITDA of $841 million to $877 million, including a $7 million foreign currency impact
  • Season-to-date skier visits through March 2, 2025 were down 2.5% compared to the prior year period
Read the filing on SEC.gov ↗
CXWCoreCivic, Inc. Mar 7, 5:21 PM ET

CoreCivic agrees to resume ICE operations at Dilley, Texas facility

Positive product/contract Written later 5.028.01

CoreCivic agreed under an amended intergovernmental services agreement with the City of Dilley, Texas and ICE to resume operations and care for up to 2,400 individuals at the South Texas Family Residential Center, and entered a new lease with Target Hospitality Corporation, the facility owner, over a period matching the ICE agreement. The company expects total annual revenue of about $180 million once the facility is fully activated and expects the award to be accretive to earnings beginning in the second quarter of 2025. The filing also adds three independent directors effective March 17, 2025, and reports that director Robert Dennis will not stand for re-election at the 2025 Annual Meeting.

  • Up to 2,400 individuals at the Dilley facility; amended IGSA expires in March 2030 and may be extended
  • Expected total annual revenue of about $180 million once fully activated, inclusive of medical services
  • S. Dawn Smith, Stacey Tank and Nina Tran join the Board effective March 17, 2025; Robert Dennis will leave at the 2025 Annual Meeting, reducing the Board to twelve
Read the filing on SEC.gov ↗
DXPEDXP ENTERPRISES INC Mar 7, 5:13 PM ET

DXP Enterprises Q4 sales rise to $470.9 million; full-year diluted EPS $4.22

Positive earnings Written later 2.02

DXP Enterprises reported fourth-quarter and fiscal 2024 results in a press release furnished under Item 2.02. Fourth-quarter sales rose to $470.9 million from $407.0 million, and diluted EPS rose to $1.29 from $0.94. For the full year, sales grew 7.4 percent to $1.8 billion and net income reached $70.5 million, up from $68.8 million, so shareholders saw higher sales and profit on both measures.

  • Q4 2024 sales were $470.9 million versus $407.0 million in Q4 2023; diluted EPS was $1.29 versus $0.94.
  • Fiscal 2024 diluted EPS was $4.22 versus $3.89 in fiscal 2023; net income was $70.5 million versus $68.8 million.
  • Fiscal 2024 free cash flow was $77.1 million, down from $94.0 million in fiscal 2023.
  • The company refinanced its Senior Secured Term Loan B, raising $649.5 million, and repurchased 0.6 million shares for $28.8 million in fiscal 2024.
Read the filing on SEC.gov ↗
ANFABERCROMBIE & FITCH CO /DE/ Mar 6, 4:45 PM ET

Abercrombie & Fitch fiscal 2024 EPS rises 72% to $10.69; new $1.3 billion buyback

Positive earnings Written later 2.028.01

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.
Read the filing on SEC.gov ↗
COOCOOPER COMPANIES, INC. Mar 6, 4:29 PM ET

CooperCompanies Q1 revenue rises 4% to $964.7 million; non-GAAP EPS guidance raised

Positive earnings Written later 2.02

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%
Read the filing on SEC.gov ↗
GAPGAP INC Mar 6, 4:22 PM ET

Gap Inc. Q4 operating income rises to $259 million; sales fall 3% on fewer weeks

Positive earnings Written later 2.02

Gap Inc. reported fourth-quarter fiscal 2024 net income of $206 million, or $0.54 per diluted share, up from $185 million, or $0.49, a year earlier, while net sales fell 3% to $4.1 billion, partly because the quarter had 13 weeks versus 14 a year earlier. For the full year, net sales rose 1% to $15.1 billion and net income reached $844 million, or $2.20 per diluted share, compared with $502 million, or $1.34. The company guided fiscal 2025 net sales growth of 1% to 2% and operating income growth of 8% to 10%.

  • Fourth-quarter comparable sales rose 3%; net sales of $4.1 billion were down 3%, with about 7 percentage points of negative impact from the calendar shift.
  • Fourth-quarter operating income was $259 million, an operating margin of 6.2%, versus $214 million a year earlier.
  • Full-year operating income was $1.1 billion versus $560 million; free cash flow was $1.0 billion.
  • Fiscal 2025 outlook: net sales growth of 1% to 2% and operating income growth of 8% to 10%; first-quarter net sales expected flat to up slightly.
Read the filing on SEC.gov ↗
BURLBurlington Stores, Inc. Mar 6, 6:50 AM ET

Burlington Q4 comparable sales rise 6%, adjusted EPS of $4.13 beats guidance

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

BrightSpring raises 2025 guidance; Q4 revenue up 28.6% to $3,053 million

Positive guidance Written later 2.02

BrightSpring reported fourth-quarter and full-year 2024 results and raised its 2025 revenue and Adjusted EBITDA guidance, excluding the Community Living business it agreed on January 20, 2025 to sell to Sevita for $835 million. Full-year net loss narrowed to $20.5 million from $156.8 million in 2023, while revenue and Adjusted EBITDA both grew.

  • Q4 2024 net revenue of $3,053 million, up 28.6%; Q4 net income of $15.4 million versus a net loss of $7.2 million in Q4 2023
  • Full-year 2024 net revenue of $11,266 million, up 27.6%; Adjusted EBITDA of $588 million, up 9.3%
  • 2025 guidance raised: revenue of $11,600 million to $12,100 million and Adjusted EBITDA of $545 million to $560 million, excluding Community Living
  • Community Living divestiture to Sevita for $835 million, subject to customary closing adjustments
Read the filing on SEC.gov ↗
KGSKodiak Gas Services, Inc. Mar 5, 6:15 PM ET

Kodiak Gas Services Q4 profit $19.1 million; sets 2025 adjusted EBITDA guidance

Positive earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
VEEVVEEVA SYSTEMS INC Mar 5, 4:05 PM ET

Veeva Q4 revenue up 14% to $720.9 million; fiscal 2026 revenue guided to $3,040-$3,055 million

Positive earnings Written later 2.02

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
Read the filing on SEC.gov ↗
NATLNCR Atleos Corp Mar 3, 4:33 PM ET

NCR Atleos Q4 2024 GAAP EPS rises to $0.61; 2025 revenue guidance is 1% to 3% growth

Positive earnings Written later 2.027.01

NCR Atleos reported fourth quarter 2024 revenue of $1.11 billion, up 1%, and GAAP net income attributable to Atleos of $46 million, compared with a loss of $165 million a year earlier. For full year 2024, revenue was $4.3 billion, up 3%, and GAAP diluted EPS was $1.23, compared with a loss of $1.90 in 2023. The company also issued 2025 guidance calling for constant-currency total revenue growth of 1% to 3%, Adjusted EBITDA growth of 7% to 10%, and non-GAAP diluted EPS growth of 21% to 27%.

  • Q4 2024 revenue $1.11 billion, up 1%; Q4 GAAP diluted EPS $0.61 versus a loss of $2.34 a year earlier
  • Full year 2024 operating cash flow $344 million; adjusted free cash flow-unrestricted $242 million
  • 2025 guidance: total revenue growth 1% to 3% constant currency, with an estimated FX impact of -2%; adjusted free cash flow-unrestricted of $260 million to $300 million
  • Conference call scheduled for March 4, 2025 at 8:30 a.m. Eastern Time
Read the filing on SEC.gov ↗
DAVEDave Inc./DE Mar 3, 4:10 PM ET

Dave Q4 revenue rises 38% to $100.9 million; 2025 revenue guidance $415-435 million

Positive earnings Written later 2.02

Dave Inc. reported fourth quarter 2024 revenue of $100.9 million, up 38% from a year earlier, and net income of $16.8 million, compared with $0.2 million in the prior-year quarter. The company also issued 2025 guidance of $415 million to $435 million in GAAP operating revenue and $110 million to $120 million in Adjusted EBITDA, a non-GAAP measure.

  • Q4 2024 GAAP operating revenues, net: $100.9 million, up 38% year over year
  • Q4 2024 GAAP net income: $16.8 million, versus $0.2 million in Q4 2023; full-year 2024 net income was $57.9 million
  • Q4 2024 Adjusted EBITDA: $33.4 million, which the company says significantly exceeded the high end of its guidance
  • 2025 guidance: revenue of $415 million to $435 million and Adjusted EBITDA of $110 million to $120 million
Read the filing on SEC.gov ↗
OKTAOkta, Inc. Mar 3, 4:02 PM ET

Okta Q4 revenue rises 13% to $682 million; GAAP net income $23 million vs. prior loss

Positive earnings Written later 2.027.01

Okta reported fourth-quarter and full fiscal 2025 results for the period ended January 31, 2025, with revenue up 13% and a GAAP net profit in the quarter after a loss a year earlier. The company guided fiscal 2026 total revenue to $2.850 billion to $2.860 billion, or 9% to 10% growth, which is slower than the 15% full-year growth it reported for fiscal 2025.

  • Q4 fiscal 2025 total revenue was $682 million, up 13% year-over-year; subscription revenue was $670 million.
  • GAAP net income was $23 million, or $0.13 per diluted share, versus a GAAP net loss of $44 million a year earlier.
  • Non-GAAP diluted net income per share was $0.78, compared with $0.63 in the prior-year quarter.
  • For fiscal 2026, the company expects total revenue of $2.850 billion to $2.860 billion and non-GAAP diluted EPS of $3.15 to $3.20.
Read the filing on SEC.gov ↗
AZZAZZ INC Mar 3, 11:04 AM ET

AZZ cuts interest rate margins and fees on its $400 million revolving credit line

Positive financing Written later 1.012.03

On February 27, 2025, AZZ Inc. signed a Fifth Amendment to its credit agreement with Citibank, N.A., lowering the interest rate margin and commitment and letter of credit fees on its $400 million senior secured revolving line of credit. The company's CFO said the repricing will significantly lower interest costs through the facility's maturity.

  • Revolving loan margins fall from 275-350 basis points to 175-275 basis points, subject to leverage ratio step-downs
  • Commitment fee falls from 25-37.5 basis points to 20-30 basis points; letter of credit fees fall from 425 basis points to 175-275 basis points
  • Amendment dated February 27, 2025; company announced completion in a press release dated March 3, 2025
Read the filing on SEC.gov ↗
TGTXTG THERAPEUTICS, INC. Mar 3, 7:19 AM ET

TG Therapeutics reports 2024 revenue of $329.0 million and net income of $23.4 million

Positive earnings Written later 2.02

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.
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.