Earnings360 Newsletter for 1/30/2026

Earnings360 Newsletter for 1/30/2026
Earnings Highlights: MRK, MFG, APTV, DIS, TER, SPG, WWD, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Another reason you need to own gold… [running out] (ad)
Another reason you need to own gold… [running out]
Gold has weathered every financial disaster in history, and it's up more than 100 percent in the last two years. But there's another reason to pay attention now. Since 1950, roughly 70 percent of all the gold on earth has already been mined. What remains is harder to find and more costly to extract. Supplies are running out at the exact moment the world needs gold to stabilize heavily indebted financial systems. A four-stock portfolio of top gold developers is now available, selling at an average 82 percent discount to asset value.
 
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Friday, January 30 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ALNPY ANA$3.83$0.14$0.16$0.02$4.45 thousand$4.38 thousand
ALV Autoliv$120.69$2.85$3.19$0.34$2.82 thousand$2.77 thousand7.7%
AON AON$349.90$4.75$4.85$0.10$4.30 thousand$4.38 thousand3.7%
APD Air Products and Chemicals$271.21$3.04$3.16$0.12$3.10 thousand$3.05 thousand5.8%
APELY Alps Electric$26.35$0.18$0.74$0.56$1.67 thousand$1.63 thousand
ARCB ArcBest$99.75$0.45$0.36($0.09)$972.69$963.74-2.9%
AXP American Express$352.95$3.54$3.53($0.01)-$17.14 thousand$18.91 thousand10.5%
BBU Brookfield Business Partners$36.25$1.38($0.48)($1.86)$7.00 thousand$3.46 thousand
BEN Franklin Resources$27.08$0.55$0.70$0.15$1.75 thousand$2.23 thousand3.4%
BEP Brookfield Renewable Partners$29.84($0.34)$0.54$0.88$1.54 thousand$1.49 thousand
CHD Church & Dwight$97.33$0.84$0.86$0.02$1.64 thousand$1.64 thousand3.9%
CHTR Charter Communications$213.61$10.40$10.34($0.06)$13.60 thousand$13.73 thousand-2.3%
CL Colgate-Palmolive$91.75$0.91$0.95$0.04$5.23 thousand$5.13 thousand5.8%
CNI Canadian National Railway$95.68$1.43$1.49$0.06$3.24 thousand$4.43 thousand2.4%
CVX Chevron$174.26$1.44$1.52$0.08$45.79 thousand$48.18 thousand-10.2%
DINRF Screen$115.69 - $1.51 - $980.64$0.00
ELUXY Electrolux$17.18$0.98$0.36($0.62)$3.96 thousand$3.79 thousand
FHB First Hawaiian$26.38$0.55$0.56$0.01$199.68$225.33
FLG Flagstar Bank, National Association$13.52$0.02$0.06$0.04$548.00$533.00-10.9%
GNTX Gentex$23.76$0.43$0.43$0.00$644.40$650.9019.0%
HOCPY Hoya$168.25 - $1.76 - $1.59 thousand$0.00
HXGBY Hexagon$11.40$0.13$0.14$0.01$1.70 thousand$1.67 thousand
IESC IES$401.22$3.94$3.71($0.23)$870.96$876.00
JHG Janus Henderson Group$48.25$1.19$2.01$0.82$996.60$763.0961.3%
KMTUY Komatsu$40.59$0.60$0.68$0.08$6.70 thousand$977.56 thousand
LYB LyondellBasell Industries$50.15$0.18($0.26)($0.44)$7.09 thousand$6.82 thousand-9.2%
MCHB Mechanics Bancorp$15.69 - $0.56 - $259.99$0.00
MOG.A Moog$316.26$2.21$2.63$0.42$1.10 thousand$0.0021.2%
MOG.B Moog$319.34 - $2.63 - $1.10 thousand$0.00
RBCAA Republic Bancorp$73.42$1.30$1.17($0.13)$94.27$92.50
REGN Regeneron Pharmaceuticals$755.02$10.74$11.44$0.70$3.88 thousand$3.76 thousand2.5%
SGIOY Shionogi & Co., Ltd. Unsponsored ADR$10.40$0.19$0.28$0.09$966.53$848.42
SMFG Sumitomo Mitsui Financial Group$21.10$0.40$0.16($0.24)$17.71 thousand$7.93 thousand
SOFI SoFi Technologies$22.08$0.12$0.13$0.01$1.01 thousand$984.7539.6%
TKYMY Tokuyama$12.97 - $0.23 - $569.79$0.00
TMP Tompkins Financial$81.12$1.77$1.78$0.01$257.30$136.16
TOWN Towne Bank$35.66$0.71$0.70($0.01)$221.09$225.4325.3%
TTDKY TDK$14.00$0.20$0.24$0.04$0.00$612.08 thousand
VZ Verizon Communications$44.73$1.06$1.09$0.03$36.38 thousand$36.20 thousand2.0%
WT WisdomTree$16.05$0.23$0.29$0.06$147.40$142.7833.2%
XOM Exxon Mobil$138.51$1.63$1.71$0.08$82.31 thousand$77.98 thousand-1.3%
The day the gold market broke (ad)
The day the gold market broke
On September 14th, 2023, something big happened that didn't make the news. The price gap between London gold and Shanghai gold blew out to $120 an ounce. For years, that gap was a few dollars, maybe $5 or $10. A 20x jump in seconds isn't a glitch, it's the system breaking. Traders tried to buy gold in London to sell in Shanghai, but hit a wall. The London vaults were empty. Since that day, gold has hit 53 all-time highs. One stock is positioned to capture the bulk of this wealth transfer.
 
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Thursday, January 29 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AAPL Apple$270.05$2.67$2.84$0.17$143.76 thousand$138.25 thousand15.7%
ABCB Ameris Bancorp$79.92$1.56$1.59$0.03$309.92$310.48
AJG Arthur J. Gallagher & Co.$245.46$2.35$2.38$0.03$3.57 thousand$3.61 thousand33.9%
ALGM Allegro MicroSystems$37.43$0.14$0.15$0.01$229.21$220.7828.9%
AMP Ameriprise Financial$531.37$10.33$10.83$0.50$4.90 thousand$4.75 thousand10.2%
AOS A. O. Smith$74.75$0.84$0.90$0.06$912.50$928.97.0%
APPF AppFolio$195.06$1.22$1.39$0.17$248.19$246.5621.7%
AX Axos Financial$98.56$2.07$2.25$0.18$385.09$345.8925.1%
BC Brunswick$82.14$0.58$0.58$0.00$1.33 thousand$1.21 thousand15.5%
BFH Bread Financial$73.09$0.40$2.07$1.67$975.00$954.74
BIP Brookfield Infrastructure Partners$36.59$0.87$0.45($0.42)$6.30 thousand$1.98 thousand5.8%
BX Blackstone$141.36$1.54$1.75$0.21$4.36 thousand$3.69 thousand41.4%
CACC Credit Acceptance$511.43$10.30$11.35$1.05$408.20$582.632.5%
CAJPY Canon$31.25 - $0.82 - $8.58 thousand$8.37 thousand
CAT Caterpillar$690.71$4.67$5.16$0.49$19.13 thousand$17.81 thousand17.9%
CCB Coastal Financial$98.41$1.16$0.82($0.34)$56.49$140.81
CFR Cullen/Frost Bankers$139.24$2.47$2.56$0.09$1.05 thousand$578.05
CHGCY Chugai Pharmaceutical$28.59 - $0.25 - $2.25 thousand$0.00
CMCSA Comcast$29.59$0.75$0.84$0.09$32.31 thousand$32.35 thousand1.2%
CNOB ConnectOne Bancorp$27.31$0.74$0.83$0.09$114.63$114.80
CNX CNX Resources$37.35$0.34$1.28$0.94$610.48$422.65347.0%
CRS Carpenter Technology$311.20$2.20$2.33$0.13$589.10$733.767.5%
CSW CSW Industrials$260.58$1.93$1.42($0.51)$232.99$249.36
CVCO Cavco Industries$465.80$6.00$5.58($0.42)$580.99$593.37
DB Deutsche Bank Aktiengesellschaft$39.61$0.72$0.88$0.16$8.99 thousand$7.71 thousand
DECK Deckers Outdoor$116.13$2.77$3.33$0.56$1.96 thousand$1.87 thousand7.1%
DLB Dolby Laboratories$64.50$0.99$1.06$0.07$346.71$341.26-2.8%
DOV Dover$207.41$2.48$2.51$0.03$2.10 thousand$2.09 thousand8.8%
DOW DOW$28.86($0.46)($0.34)$0.12$9.46 thousand$9.48 thousand-9.1%
DSNKY Daiichi Sankyo$19.03$0.25$0.30$0.05$3.65 thousand$3.88 thousand
DXC DXC Technology$15.29$0.83$0.96$0.13$3.19 thousand$3.18 thousand-1.0%
EMN Eastman Chemical$71.48$0.76$0.75($0.01)$1.97 thousand$2.03 thousand-12.1%
EXP Eagle Materials$209.77$3.32$3.22($0.10)$555.96$556.41-.4%
FHI Federated Hermes$53.75$1.20$1.39$0.19$482.83$468.4513.7%
FMBH First Mid Bancshares$43.58$1.06$1.06$0.00$90.14$67.86
GPI Group 1 Automotive$352.53$9.36$8.49($0.87)$5.58 thousand$5.71 thousand.6%
HIG The Hartford Insurance Group$137.12$3.22$4.06$0.84$7.34 thousand$7.29 thousand6.7%
HNNMY Hennes & Mauritz$3.91$0.06$0.06$0.00$6.30 thousand$6.35 thousand
HOLX Hologic$74.74$1.09$1.04($0.05)$1.05 thousand$1.07 thousand2.5%
HON Honeywell International$227.56$2.54$2.59$0.05$10.07 thousand$9.60 thousand6.4%
HTCMY Hitachi Constr$58.50 - $1.13 - $2.11 thousand$0.00
HTH Hilltop$38.01$0.46$0.69$0.23$217.40$300.15
HTHIY Hitachi$35.34$0.23$0.24$0.01$17.68 thousand$16.85 thousand
ING ING Group$30.35$0.50$0.56$0.06$4.61 thousand$6.67 thousand
IP International Paper$40.72$0.28($0.08)($0.36)$6.01 thousand$5.90 thousand53.1%
KEX Kirby$119.60$1.62$1.68$0.06$851.78$857.826.2%
KLAC KLA$1,410.45$8.75$8.85$0.10$3.30 thousand$3.25 thousand7.1%
LAZ Lazard$53.78$0.68$0.80$0.12$892.00$876.3211.0%
LHX L3Harris Technologies$339.85$2.76$2.86$0.10$5.65 thousand$5.76 thousand2.3%
LMT Lockheed Martin$635.66$6.33$5.80($0.53)$20.32 thousand$19.84 thousand9.1%
LPLA LPL Financial$376.33$4.82$5.23$0.41$4.93 thousand$4.90 thousand8.4%
LYG Lloyds Banking Group$6.17$0.11$0.12$0.01$6.38 thousand$6.52 thousand
MA Mastercard$556.11$4.24$4.76$0.52$8.81 thousand$8.80 thousand17.5%
MAN ManpowerGroup$36.72$0.83$0.92$0.09$4.71 thousand$4.63 thousand6.8%
MKTAY Makita$36.70$0.43$0.46$0.03$1.25 thousand$1.19 thousand
MO Altria Group$62.30$1.32$1.30($0.02)$5.08 thousand$5.02 thousand-.5%
MRSH Marsh$188.35$1.97$2.12$0.15$6.60 thousand$6.52 thousand8.7%
MTX Minerals Technologies$67.28$1.28$1.27($0.01)$519.50$517.83.3%
MXL MaxLinear$17.64$0.18$0.19$0.01$136.44$134.8248.0%
NDAQ Nasdaq$96.81$0.92$0.96$0.04$1.39 thousand$1.37 thousand13.4%
NRDBY Nordea Bank$19.90$0.37$0.40$0.03$3.12 thousand$3.42 thousand
NRILY Nomura Research Institute$30.09$0.33$0.34$0.01$1.33 thousand$0.00
NSC Norfolk Southern$291.21$2.76$3.22$0.46$3 thousand$3.03 thousand-1.7%
OLCLY Oriental Land$17.78 - $0.20 - $1.39 thousand$0.00
OLN Olin$22.18($0.58)($0.58)$0.00$1.67 thousand$1.61 thousand-.4%
ORC Orchid Island Capital$7.69$0.19$0.19$0.01$109.23$35.74
OSIS OSI Systems$252.72$2.52$2.58$0.06$464.06$449.5110.5%
OSK Oshkosh$149.55$2.33$2.26($0.07)$2.69 thousand$2.60 thousand3.5%
PFSI PennyMac Financial Services$93.05$3.23$1.97($1.26)$538.01$639.8114.4%
PH Parker-Hannifin$952.03$7.11$7.65$0.54$5.17 thousand$5.07 thousand9.1%
PKX POSCO$60.13$0.45($0.61)($1.06)-$37.21 thousand$11.85 thousand
RCI Rogers Communication$36.87$0.98$1.08$0.10$4.49 thousand$5.94 thousand12.6%
RCL Royal Caribbean Cruises$334.21$2.80$2.80$0.00$4.26 thousand$4.28 thousand13.2%
RHI Robert Half$33.88$0.30$0.32$0.02$1.30 thousand$1.29 thousand-5.8%
RMD ResMed$254.42$2.68$2.81$0.13$1.42 thousand$1.40 thousand11.0%
SBCF Seacoast Banking Corporation of Florida$33.39$0.51$0.44($0.07)$204.79$201.2553.0%
SHW Sherwin-Williams$357.06$2.16$2.23$0.07$5.60 thousand$5.57 thousand5.6%
SIGI Selective Insurance Group$84.64$2.24$2.57$0.33$1.36 thousand$1.36 thousand8.6%
SKYW SkyWest$100.41$2.25$2.21($0.04)$1.02 thousand$993.128.5%
SNDK Sandisk$665.24$3.31$6.20$2.89$3.03 thousand$2.67 thousand61.2%
SNDR Schneider National$28.53$0.21$0.13($0.08)$1.25 thousand$1.45 thousand4.5%
STM STMicroelectronics$28.74$0.27$0.11($0.16)$3.33 thousand$3.29 thousand
SWDBY SwedbankSEK 39.57SEK 0.67SEK 0.77SEK 0.10SEK1.84 thousandSEK1.79 thousand
SXI Standex International$246.41$2.00$2.08$0.08$221.32$219.2216.6%
SYK Stryker$368.35$4.40$4.47$0.07$7.17 thousand$7.12 thousand11.4%
TAK Takeda Pharmaceutical$17.49$0.55$0.48($0.07)$7.76 thousand$7.81 thousand
TBBK Bancorp$62.77$1.46$1.28($0.18)$132.21$101.10
TFSL TFS Financial$14.24$0.09$0.08($0.01)$83.73$84.97
TMO Thermo Fisher Scientific$582.07$6.45$6.57$0.12$12.22 thousand$11.95 thousand7.2%
TSCO Tractor Supply$52.98$0.46$0.43($0.03)$3.90 thousand$4.03 thousand3.3%
TT Trane Technologies$424.91$2.81$2.86$0.05$5.14 thousand$5.09 thousand5.6%
V Visa$334.16$3.14$3.17$0.03$10.90 thousand$10.69 thousand14.6%
VIRT Virtu Financial$39.51$1.12$1.85$0.73$969.89$513.5116.3%
VLO Valero Energy$180.07$3.27$3.82$0.55$30.37 thousand$28.20 thousand-1.2%
VLY Valley National Bancorp$12.62$0.29$0.31$0.02$541.25$524.3114.1%
WDC Western Digital$270.26$1.93$2.13$0.20$3.02 thousand$2.93 thousand25.2%
WY Weyerhaeuser$25.87($0.13)($0.09)$0.04$1.54 thousand$1.58 thousand-9.8%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
ARLP Alliance Resource Partners2/2/2026Morning
BSRR Sierra Bancorp2/2/2026Morning
CLBK Columbia Financial2/2/2026Morning
CSWC Capital Southwest2/2/2026Afternoon
FATN Fatpipe Inc/UT1/1/2000Afternoon
FLXS Flexsteel Industries2/2/2026Afternoon
IDXX IDEXX Laboratories2/2/2026Morning
NSSC NAPCO Security Technologies2/2/2026Morning
NXPI NXP Semiconductors2/2/2026Afternoon
PLTR Palantir Technologies2/2/2026Afternoon
TER Teradyne2/2/2026Afternoon
TWST Twist Bioscience2/2/2026Morning
USLM United States Lime & Minerals2/2/2026Morning
WWD Woodward2/2/2026Afternoon
APTV Aptiv2/2/2026Morning
DIS Walt Disney2/2/2026Morning
DOC Healthpeak Properties2/2/2026Afternoon
DVA DaVita2/2/2026Afternoon
FN Fabrinet2/2/2026Afternoon
HESM Hess Midstream Partners2/2/2026Morning
MFG Mizuho Financial Group2/2/2026Morning
MTG MGIC Investment2/2/2026Afternoon
NJR NewJersey Resources2/2/2026Afternoon
RVTY Revvity2/2/2026Morning
SPG Simon Property Group2/2/2026Afternoon
TSN Tyson Foods2/2/2026Morning
TWO Two Harbors Investments2/2/2026Afternoon
CHBAY Chiba Bank2/5/2026Morning
CJPRY Central Japan Railway2/2/2026Morning
DSEEY Daiwa Securities Group1/28/2026Morning
KYOCY Kyocera2/2/2026Morning
MRAAY Murata Manufacturing2/2/2026Morning
QNTO Quaint Oak Bancorp1/29/2026Afternoon
MRK Merck & Co., Inc.2/3/2026Morning
PGC Peapack-Gladstone Financial2/3/2026Morning
BV BrightView2/3/2026Afternoon
CPRI Capri2/3/2026Morning
ETN Eaton2/3/2026Morning
HMN Horace Mann Educators2/3/2026Afternoon
LITE Lumentum2/3/2026Afternoon
RNR RenaissanceRe2/3/2026Afternoon
RITM Rithm Capital2/3/2026Morning
SONO Sonos2/3/2026Afternoon
TTWO Take-Two Interactive Software2/3/2026Afternoon
MZTI Marzetti2/3/2026Morning
FNWB First Northwest Bancorp2/4/2026Morning
ATEN A10 Networks2/4/2026Afternoon
BDC Belden2/4/2026Afternoon
CMP Compass Minerals International2/4/2026Afternoon
KE Kimball Electronics2/4/2026Afternoon
UHAL U-Haul2/4/2026Afternoon
VVV Valvoline2/4/2026N/A

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