Earnings360 Newsletter for 6/25/2026

Earnings360 Newsletter for 6/25/2026
Earnings Highlights: FDXF, AYI, MKC, SNX, DRI, JEF, MU, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Thursday, June 25 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AYI Acuity$361.71$5.17$5.31$0.14$1.20 thousand$1.18 thousand1.6%→
BB BlackBerry$11.36$0.03$0.04$0.01$152.90$139.8125.6%→
CMC Commercial Metals$69.10$1.70$1.73$0.03$2.48 thousand$2.40 thousand22.9%→
DRI Darden Restaurants$213.79$3.63$3.66$0.03$3.72 thousand$3.73 thousand13.7%→
FDXF FedEx Freight$153.00 - $999.00 - $0.00$0.00→
HNNMY Hennes & Mauritz$3.35$0.06$0.05($0.01)$5.90 thousand$5.79 thousand→
MKC McCormick & Company, Incorporated$51.00$0.69$0.80$0.11$1.94 thousand$1.91 thousand16.7%→
MKC.V MCCORMICK & CO/SH SH$51.09 - $0.80 - $1.94 thousand$0.00→
RNW ReNew Energy Global$6.19 - $0.10 - $340.00$291.80→
SNX TD SYNNEX$266.17$4.14$4.85$0.71$19.57 thousand$16.80 thousand31.0%→
This stock has 30 days of quiet left (ad)
This stock has 30 days of quiet left
A small power equipment company with $1.5 billion in orders is flying under the radar - but not for long. When the SpaceX and xAI S-1 filing hits the SEC in June, analysts will comb through supplier disclosures and this company's name is expected to surface.

Dylan Jovine has identified the ticker and laid out the full investment thesis. The stock is still quiet - but that window may be closing fast.
 
See the overlooked supplier before the SpaceX S-1 changes everythingtc pixel

Wednesday, June 24 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
FUL H. B. Fuller$63.20$1.37$1.41$0.04$950.27$924.835.8%→
JEF Jefferies Financial Group$49.10$1.16$1.02($0.14)$2.21 thousand$2.30 thousand35.0%→
MLKN MillerKnoll$19.96$0.52$0.55$0.03$1.00 thousand$973.874.4%→
MU Micron Technology$1,132.33$21.39$25.11$3.72$41.46 thousand$35.91 thousand345.8%→
PAYX Paychex$99.90$1.31$1.32$0.01$1.61 thousand$1.60 thousand12.5%→
TCOM Trip.com Group$40.89$0.85$0.83($0.02)$2.35 thousand$2.30 thousand17.2%→
WS Worthington Steel$38.50$0.73$0.74$0.01$929.20$992.0011.6%→

Upcoming Earnings Reports

CompanyRelease DateRelease Time
CNVS Cineverse6/26/2026Morning
APOG Apogee Enterprises6/26/2026Morning
BMGL Basel Medical Group1/1/2000Morning
HPAI Helport AI1/1/2000Afternoon
AMLIF American Lithium1/1/2000Afternoon
BOOT Boot Barn6/28/2026N/A
AREC American Resources6/30/2026Afternoon
CVSA Adtalem Global Education6/30/2026N/A
AOSL Alpha and Omega Semiconductor6/30/2026N/A
AMBQ Ambiq Micro6/30/2026Morning
AS Amer Sports6/30/2026N/A
BWB Bridgewater Bancshares6/30/2026N/A
CDE Coeur Mining6/30/2026N/A
CDP COPT Defense Properties6/30/2026N/A
HTH Hilltop6/30/2026N/A
MGRC McGrath RentCorp6/30/2026Afternoon
MCB Metropolitan Bank6/30/2026N/A
MOH Molina Healthcare6/30/2026Afternoon
NKE NIKE6/30/2026During Market Hours
OII Oceaneering International6/30/2026N/A
PAR PAR Technology6/30/2026N/A
PRDO Perdoceo Education6/30/2026N/A
PAHC Phibro Animal Health6/30/2026N/A
QNST QuinStreet6/30/2026N/A
SBCF Seacoast Banking Corporation of Florida6/30/2026N/A
ST Sensata Technologies6/30/2026N/A
STEL Stellarone6/30/2026N/A
SMCI Super Micro Computer6/30/2026N/A
TTWO Take-Two Interactive Software6/30/2026N/A
TOST Toast6/30/2026N/A
WK Workiva6/30/2026N/A

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