Earnings360 Newsletter for 10/28/2024

Earnings360 Newsletter for 10/28/2024
Welltower, Sanofi, Waste Management & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Is Elon Musk really acquiring one tiny company (ad)
Jon Najarian: Elon's next takeover target is trading under $25
Jon Najarian has identified a tiny company trading under 25 dollars that Elon Musk has already secured rights to acquire up to 15 percent of.

Najarian says the setup mirrors Musk's past moves with Maxwell Technologies, SolarCity, and Swarm - and this target is roughly 2,500 times smaller than SpaceX.
 
Watch Jon Najarian's full breakdown before the December 8 deadlinetc pixel
Top Earnings News
Lam Research Proves Analysts Wrong with a Strong Earnings Report
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The next Convergence Event is here… are you ready?tc pixel 
Texas Roadhouse Stock Steering for New Highs This Year

Monday, October 28 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGYS Agilysys$118.71$0.30$0.34$0.04$67.54 million$68.30 million16.6%→
AMKR Amkor Technology$32.05$0.50$0.49($0.01)$1.84 billion$1.86 billion2.2%→
ARLP Alliance Resource Partners$24.74$0.82$0.66($0.16)$646.17 million$613.57 million→
BOH Bank of Hawaii$69.68$0.82$0.93$0.11$160.29 million$265.76 million→
BOOT Boot Barn$139.97$0.93$0.95$0.02$424.42 million$425.80 million13.7%→
BRO Brown & Brown$73.65$0.88$0.91$0.03$1.16 billion$1.19 billion11.0%→
BRX Brixmor Property Group$29.83$0.53$0.32($0.21)$320.22 million$320.68 million4.3%→
CALX Calix$32.43$0.09$0.13$0.04$201.06 million$200.95 million-23.8%→
CDNS Cadence Design Systems$316.43$1.44$1.64$0.20$1.18 billion$1.22 billion18.8%→
CDP COPT Defense Properties$32.41$0.64$0.32($0.32)$167.37 million$189.23 million12.3%→
CHRN ChronoScale Corporation Common Stock$10.20($1.20)($1.50)($0.30)$6 million$4.13 million→
CNP CenterPoint Energy$39.92$0.31$0.31$0.00$1.88 billion$1.86 billion→
CR Crane$199.57$1.32$1.38$0.06$594.45 million$597.20 million12.7%→
CSWC Capital Southwest$23.07$0.65$0.66$0.01$49.79 million$48.71 million→
CVI CVR Energy$41.06($0.09)($0.50)($0.41)$1.91 billion$1.83 billion-27.3%→
CX Cemex$10.71$0.18Reports before open - $4.09 billion→
EHC Encompass Health$140.99$0.94$1.03$0.09$1.33 billion$1.35 billion11.9%→
ESI Element Solutions$31.26$0.38$0.39$0.01$626.52 million$645 million7.6%→
F Ford Motor$12.44$0.47$0.49$0.02$45.13 billion$46.20 billion5.5%→
FFIV F5$314.61$3.4530$3.67$0.2170$730.43 million$747 million5.7%→
FLS Flowserve$78.63$0.67$0.62($0.05)$1.12 billion$1.13 billion3.5%→
FSBC Five Star Bancorp$43.76$0.54$0.52($0.02) - $54.05 million→
FSUN FirstSun Capital Bancorp$39.49$0.85Report pending$96 million$98.23 million→
GABC German American Bancorp$50.39$0.70$0.71$0.01$62.80 million$62.40 million→
GLPEY Galp Energia SGPS$11.00$0.16$0.20$0.04 - $6.02 billion→
HLIT Harmonic$9.38$0.17$0.26$0.09$181.77 million$195.80 million53.9%→
HOPE Hope Bancorp$12.97$0.22$0.21($0.01)$121.67 million$246.92 million→
HTO H2O America$62.33$1.17Reports before open$213.39 million$225.06 million→
KB KB Financial Group$111.96$2.64Report pending - - →
KFRC Kforce$56.20$0.69$0.75$0.06$352.19 million$353.30 million-5.3%→
KRC Kilroy Realty$36.23$1.04$0.44($0.60)$275.77 million$289.94 million2.2%→
LEU Centrus Energy$88.24$0.18($0.30)($0.48)$56.50 million$57.70 million→
LTC LTC Properties$45.71$0.71$0.66($0.05)$35.45 million$55.78 million13.1%→
MBIN Merchants Bancorp$51.93$1.42$1.17($0.25)$156.13 million$355.67 million→
NBTB NBT Bancorp$52.77$0.78$0.80$0.02$144.70 million$202 million→
NWE NorthWestern$81.31$0.70$0.65($0.05)$344.06 million$345.20 million→
OMAB Grupo Aeroportuario del Centro Norte$109.28$1.40Reports before open - - →
ON onsemi$65.09$0.97$0.99$0.02$1.75 billion$1.76 billion-19.2%→
PHG Koninklijke Philips$30.60$0.35Reports before open - $4.81 billion→
PRCT PROCEPT BioRobotics$20.47($0.49)($0.40)$0.09$53.30 million$58.40 million66.4%→
PRK Park National$178.99$2.31Reports after close$124.70 million$170.34 million→
REG Regency Centers$75.94$1.04$0.54($0.50)$355.17 million$360.27 million→
RMBS Rambus$71.90$0.50Reports after close$147.67 million$145.50 million38.2%→
SBAC SBA Communications$192.78$3.17$2.40($0.77)$669.29 million$667.60 million-2.2%→
SKY Champion Homes$93.01$0.61$0.93$0.32$600.52 million$616.88 million32.9%→
TMDX TransMedics Group$68.89$0.29$0.12($0.17)$115 million$108.76 million63.7%→
TREX Trex$56.85$0.32$0.37$0.05$225.42 million$233.72 million-23.1%→
UAN CVR Partners$109.90 - $0.36 - - $125.20 million→
UCTT Ultra Clean$38.66$0.33$0.35$0.02$515.88 million$540.40 million24.2%→
UFPI UFP Industries$82.74$1.89$1.64($0.25)$1.76 billion$1.65 billion-9.8%→
VFC V.F.$20.72$0.41$0.60$0.19$2.72 billion$2.76 billion-5.6%→
WELL Welltower$245.77$1.04$0.73($0.31)$1.95 billion$2.06 billion23.7%→
WM Waste Management$241.20$1.89$1.96$0.07$5.51 billion$5.61 billion7.9%→
Jon Najarian: Elon's next takeover target (ad)
Jon Najarian: Elon's next takeover target
Jon Najarian, the Hall of Fame trader who called Apple, Tesla, and Nvidia, says Elon Musk may be eyeing a new target trading below $25 a share.

Musk has already secured rights to acquire up to 15% of the company, a pattern Najarian says mirrors his past moves with Maxwell Technologies, SolarCity, and Swarm.
 
See Jon Najarian's full breakdown before December 8.tc pixel

Friday, October 25 Friday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AN AutoNation$185.22$4.48$4.02($0.46)$6.73 billion$6.59 billion→
AON AON$342.77$2.45$2.72$0.27$3.70 billion$3.72 billion→
AVTR Avantor$15.32$0.25$0.26$0.01$1.72 billion$1.71 billion→
BHRB Burke & Herbert Financial Services$69.96$1.71$1.98$0.27 - $83.80 million→
CHGCY Chugai Pharmaceutical$22.35 - $0.22 - - $2.12 billion→
CL Colgate-Palmolive$98.89$0.88$0.91$0.03$5.01 billion$5.03 billion→
CNC Centene$73.76$1.39$1.62$0.23$37.91 billion$42.02 billion→
CSUAY China Shenhua Energy$21.51 - $0.50 - - $11.99 billion→
E ENI$56.24$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$16.95 - $0.15 - - $1.30 billion→
FLG Flagstar Bank, National Association$10.61 - $1.09 - - $1.04 billion→
GRC Gorman-Rupp$69.26$0.55$0.49($0.06)$170.81 million$168.18 million→
HXGBY Hexagon$11.00$0.11$0.11$0.00 - $1.43 billion→
LKFN Lakeland Financial$61.29$0.88$0.91$0.03$59.90 million$106.94 million→
MBGYY Mercedes-Benz GroupC$11.93 - C$0.50 - - C$37.95 billion→
NWL Newell Brands$5.57$0.16$0.16$0.00$1.96 billion$1.95 billion-2.6%→
PIPR Piper Sandler Companies$67.08$0.6325$0.6425$0.01$365.07 million$359.57 million→
POR Portland General Electric$45.74$0.89$0.90$0.01$882.66 million$929 million15.8%→
RBSPF NatWest Group$8.00 - $0.18 - - $4.83 billion→
SAIA Saia$334.60$3.53$3.46($0.07)$839.82 million$842.10 million8.6%→
SHECY Shin-Etsu Chemical$17.13 - $0.24 - - $4.49 billion→
SHG Shinhan Financial Group$63.08$1.74$1.76$0.02 - $3.11 billion→
SNY Sanofi$46.91$0.22$1.57$1.35$16.59 billion$13.44 billion12.3%→
SXT Sensient Technologies$119.11$0.80$0.80$0.00$390.64 million$392.61 million7.9%→
TMP Tompkins Financial$100.08$1.21$1.30$0.09 - $112.51 million→
TNET TriNet Group$66.76$1.09$0.95($0.14)$297.94 million$288 million→
YARIY Yara International ASA$21.43$0.22$0.36$0.14 - $3.65 billion→

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