Earnings360 Newsletter for 10/28/2024

Earnings360 Newsletter for 10/28/2024
Welltower, Cadence Design Systems, Sanofi & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Musk says UBI is coming. I say it's already here.
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Top Earnings News
Lam Research Proves Analysts Wrong with a Strong Earnings Report
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Monday, October 28 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AESI Atlas Energy Solutions$12.30$0.29$0.04($0.25)$307.93 million$304.40 million93.1%→
AGYS Agilysys$105.03$0.30$0.34$0.04$67.54 million$68.30 million16.6%→
AMKR Amkor Technology$49.12$0.50$0.49($0.01)$1.84 billion$1.86 billion2.2%→
ARLP Alliance Resource Partners$24.62$0.82$0.66($0.16)$646.17 million$613.57 million→
BOH Bank of Hawaii$66.82$0.82$0.93$0.11$160.29 million$265.76 million→
BOOT Boot Barn$119.81$0.93$0.95$0.02$424.42 million$425.80 million13.7%→
BRO Brown & Brown$62.88$0.88$0.91$0.03$1.16 billion$1.19 billion11.0%→
BRX Brixmor Property Group$27.28$0.53$0.32($0.21)$320.22 million$320.68 million4.3%→
CALX Calix$37.15$0.09$0.13$0.04$201.06 million$200.95 million-23.8%→
CDNS Cadence Design Systems$352.84$1.44$1.64$0.20$1.18 billion$1.22 billion18.8%→
CDP COPT Defense Properties$33.47$0.64$0.32($0.32)$167.37 million$189.23 million12.3%→
CHRN ChronoScale Corporation Common Stock$18.59($1.20)($1.50)($0.30)$6 million$4.13 million→
CNP CenterPoint Energy$38.61$0.31$0.31$0.00$1.88 billion$1.86 billion→
CR Crane$204.60$1.32$1.38$0.06$594.45 million$597.20 million12.7%→
CSWC Capital Southwest$23.54$0.65$0.66$0.01$49.79 million$48.71 million→
CVI CVR Energy$58.01($0.09)($0.50)($0.41)$1.91 billion$1.83 billion-27.3%→
CX Cemex$9.56$0.18Reports before open - $4.09 billion→
EHC Encompass Health$123.33$0.94$1.03$0.09$1.33 billion$1.35 billion11.9%→
ESI Element Solutions$36.27$0.38$0.39$0.01$626.52 million$645 million7.6%→
F Ford Motor$12.17$0.47$0.49$0.02$45.13 billion$46.20 billion5.5%→
FFIV F5$479.83$3.4530$3.67$0.2170$730.43 million$747 million5.7%→
FLS Flowserve$72.30$0.67$0.62($0.05)$1.12 billion$1.13 billion3.5%→
FSBC Five Star Bancorp$42.48$0.54$0.52($0.02) - $54.05 million→
FSUN FirstSun Capital Bancorp$38.49$0.85Report pending$96 million$98.23 million→
GABC German American Bancorp$48.16$0.70$0.71$0.01$62.80 million$62.40 million→
GLPEY Galp Energia SGPS$12.44$0.16$0.20$0.04 - $6.02 billion→
HLIT Harmonic$10.99$0.17$0.26$0.09$181.77 million$195.80 million53.9%→
HOPE Hope Bancorp$13.28$0.22$0.21($0.01)$121.67 million$246.92 million→
HTO H2O America$58.48$1.17Reports before open$213.39 million$225.06 million→
KB KB Financial Group$123.13$2.64Report pending - - →
KRC Kilroy Realty$34.21$1.04$0.44($0.60)$275.77 million$289.94 million2.2%→
LEU Centrus Energy$142.49$0.18($0.30)($0.48)$56.50 million$57.70 million→
LTC LTC Properties$42.48$0.71$0.66($0.05)$35.45 million$55.78 million13.1%→
MBIN Merchants Bancorp$48.92$1.42$1.17($0.25)$156.13 million$355.67 million→
NBTB NBT Bancorp$50.06$0.78$0.80$0.02$144.70 million$202 million→
NWE NorthWestern$74.15$0.70$0.65($0.05)$344.06 million$345.20 million→
OMAB Grupo Aeroportuario del Centro Norte$90.28$1.40Reports before open - - →
ON onsemi$77.53$0.97$0.99$0.02$1.75 billion$1.76 billion-19.2%→
PHG Koninklijke Philips$24.23$0.35Reports before open - $4.81 billion→
PRCT PROCEPT BioRobotics$18.40($0.49)($0.40)$0.09$53.30 million$58.40 million66.4%→
PRK Park National$176.50$2.31Reports after close$124.70 million$170.34 million→
REG Regency Centers$72.05$1.04$0.54($0.50)$355.17 million$360.27 million→
RMBS Rambus$107.47$0.50Reports after close$147.67 million$145.50 million38.2%→
SBAC SBA Communications$182.49$3.17$2.40($0.77)$669.29 million$667.60 million-2.2%→
SKY Champion Homes$79.86$0.61$0.93$0.32$600.52 million$616.88 million32.9%→
TMDX TransMedics Group$77.87$0.29$0.12($0.17)$115 million$108.76 million63.7%→
TREX Trex$44.84$0.32$0.37$0.05$225.42 million$233.72 million-23.1%→
UAN CVR Partners$125.01 - $0.36 - - $125.20 million→
UCTT Ultra Clean$68.59$0.33$0.35$0.02$515.88 million$540.40 million24.2%→
UFPI UFP Industries$74.21$1.89$1.64($0.25)$1.76 billion$1.65 billion-9.8%→
VFC V.F.$15.02$0.41$0.60$0.19$2.72 billion$2.76 billion-5.6%→
WELL Welltower$225.75$1.04$0.73($0.31)$1.95 billion$2.06 billion23.7%→
WM Waste Management$208.76$1.89$1.96$0.07$5.51 billion$5.61 billion7.9%→
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Friday, October 25 Friday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AN AutoNation$157.58$4.48$4.02($0.46)$6.73 billion$6.59 billion→
AON AON$272.95$2.45$2.72$0.27$3.70 billion$3.72 billion→
AVTR Avantor$15.69$0.25$0.26$0.01$1.72 billion$1.71 billion→
BHRB Burke & Herbert Financial Services$68.88$1.71$1.98$0.27 - $83.80 million→
CHGCY Chugai Pharmaceutical$19.16 - $0.22 - - $2.12 billion→
CL Colgate-Palmolive$88.19$0.88$0.91$0.03$5.01 billion$5.03 billion→
CNC Centene$65.32$1.39$1.62$0.23$37.91 billion$42.02 billion→
CSUAY China Shenhua Energy$22.50 - $0.50 - - $11.99 billion→
E ENI$55.98$0.89$0.86($0.03)$23.40 billion$23.10 billion→
EPOKY Epiroc AB (publ)$20.47$0.16$0.18$0.02 - $1.51 billion→
FANUY Fanuc$19.41 - $0.15 - - $1.30 billion→
FLG Flagstar Bank, National Association$11.34 - $1.09 - - $1.04 billion→
GRC Gorman-Rupp$73.99$0.55$0.49($0.06)$170.81 million$168.18 million→
HXGBY Hexagon$10.41$0.11$0.11$0.00 - $1.43 billion→
LKFN Lakeland Financial$56.84$0.88$0.91$0.03$59.90 million$106.94 million→
MBGYY Mercedes-Benz GroupC$11.07 - C$0.50 - - C$37.95 billion→
NWL Newell Brands$5.64$0.16$0.16$0.00$1.96 billion$1.95 billion-2.6%→
OPY Oppenheimer$114.06 - $2.16 - - $373.35 million→
PIPR Piper Sandler Companies$65.22$0.6325$0.6425$0.01$365.07 million$359.57 million→
POR Portland General Electric$45.31$0.89$0.90$0.01$882.66 million$929 million15.8%→
RBSPF NatWest Group$8.62 - $0.18 - - $4.83 billion→
SAIA Saia$336.75$3.53$3.46($0.07)$839.82 million$842.10 million8.6%→
SHECY Shin-Etsu Chemical$19.26 - $0.24 - - $4.49 billion→
SHG Shinhan Financial Group$75.54$1.74$1.76$0.02 - $3.11 billion→
SNY Sanofi$40.07$0.22$1.57$1.35$16.59 billion$13.44 billion12.3%→
SXT Sensient Technologies$130.35$0.80$0.80$0.00$390.64 million$392.61 million7.9%→
TMP Tompkins Financial$95.73$1.21$1.30$0.09 - $112.51 million→
TNET TriNet Group$65.36$1.09$0.95($0.14)$297.94 million$288 million→
YARIY Yara International ASA$21.61$0.22$0.36$0.14 - $3.65 billion→

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