Earnings360 Newsletter for 6/5/2026

Earnings360 Newsletter for 6/5/2026
Earnings Highlights: BF.B, BF.A, LULU, RBRK, CIEN, PL, GWRE, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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The #1 stock to buy BEFORE the June 12th filing (ad)
The #1 stock to own BEFORE the SpaceX IPO
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.

But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.
 
Get the SpaceX infrastructure stock name and ticker heretc pixel
Top Earnings News
AI Server Earnings: Wall Street Sees One Clear Standout
A Lulu of a Miss Sends Lululemon to New Lows—Look Out Below
Your $29.97 book is free todaytc pixel 
Broadcom's Whiplash: Shares Tank After Pre-Earnings Surge
Five Below Down 12% Post Earnings—Is the Selloff Overdone?
The Market Has Ollie’s Bargain Outlet Completely Wrong
Buy the Dip? Broadcom's AI Moat Is Wider Than Ever
BlackRock Knows Something You Don't (yet)tc pixel 
Ulta's Q1 Report Primes It for a Beauty of a Rebound
From Runway to Riches: Victoria's Secret's New Look
Marvell’s AI Moment Raises a Bigger Question for Amazon and ServiceNow
MongoDB Is the Latest SaaS Apocalypse Victim to Say "Not Today"

Friday, June 5 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ABM ABM Industries$42.33$0.92$0.90($0.02)$2.29 thousand$2.21 thousand8.4%
GIII G-III Apparel Group$33.71($0.30)($0.21)$0.09$535.96$529.07-8.2%
Goldman Sachs just told you what to buy (most people missed it) (ad)
Goldman Sachs just told you what to buy (most people missed it)
Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up.

One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.
 
See the stock positioned to solve AI's biggest power crisistc pixel

Thursday, June 4 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGX Argan$695.56$2.27$3.24$0.97$290.95$256.0350.2%
BF.A Brown Forman$26.76 - $0.12 - $912.00$0.00
BF.B Brown-Forman$26.21$0.32$0.12($0.20)$912.00$876.492.0%
CHCJY China CITIC Bank$18.62 - $999.00 - $0.00$0.00
CIEN Ciena$489.24$1.46$1.64$0.18$1.57 thousand$1.50 thousand39.5%
COO Cooper Companies$67.34$1.10$1.21$0.11$1.08 thousand$1.05 thousand7.9%
DOCU Docusign$47.26$1.00$1.09$0.09$830.24$824.718.7%
GWRE Guidewire Software$136.82$0.79$0.82$0.03$372.54$355.9226.9%
LULU lululemon athletica$114.23$1.67$1.69$0.02$2.47 thousand$2.43 thousand4.3%
PL Planet Labs PBC$32.08($0.03)($0.03)$0.00$94.15$90.0042.1%
RBRK Rubrik$73.15($0.03)$0.16$0.19$387.07$366.2839.0%
TTAN ServiceTitan$77.40$0.28$0.37$0.09$268.82$256.65 thousand24.6%
TTC Toro$87.08$1.50$1.60$0.10$1.42 thousand$1.39 thousand8.1%
WLTH Wealthfront$9.85$0.09$0.07($0.02)$90.48$0.007.1%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
CPB Campbell's6/8/2026Morning
CNM Core & Main6/10/2026Morning
NAVN Navan6/10/2026Afternoon

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