Earnings360 Newsletter for 11/11/2024

Earnings360 Newsletter for 11/11/2024
Robinhood Markets, Wheaton Precious Metals, Orix Corp Ads & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Why Kevin O'Leary Is Backing This AI Power Infrastructure Play (ad)
The AI Infrastructure Play Kevin O'Leary Is Backing
Kevin O'Leary became a strategic investor in a NASDAQ-listed AI infrastructure company, calling it essentially a power company.

The firm expects up to 190 MW of Nordic data center capacity approaching ready-for-service status by 2027-2028, as similar capacity has recently been valued at roughly $1.7 million to $2 million per MW annually.

Google plans to invest $15 billion in Finland's AI infrastructure, with Cerebras also building a 165 MW facility nearby.
 
See why Kevin O'Leary backed this AI infrastructure strategytc pixel
Top Earnings News
NuVista Energy Third Quarter 2024 Earnings: EPS: CA$0.29 (vs CA$0.51 in 3Q 2023)
ORIX (TSE:8591) Strengthens Market Position with €600M EuroBond Offering and Earnings Growth
The 120-minute daily cash flow routine built for busy schedulestc pixel 
Is First Solar’s Earnings Drop a Golden Buying Opportunity?
L3Harris: Positioned for Gains With Trump’s Defense Policies

Monday, November 11 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGO Assured Guaranty$69.69$1.42$2.42$1.00$202.57 million$269 million-33.3%→
ARMK Aramark$54.77$0.54$0.54$0.00$4.46 billion$4.42 billion5.2%→
AROC Archrock$30.30$0.27$0.28$0.01$286.19 million$292.16 million15.3%→
BRDCY Bridgestone$12.32$0.40$0.26($0.14) - $7.34 billion→
CALT Calliditas Therapeutics AB (publ)$40.00($0.1530)Reports before open - - →
CBL CBL & Associates Properties$48.66 - $0.52 - - $125.09 million→
CEPU Central Puerto$12.80$0.39$0.20($0.19)$200.26 million$185 million→
CTTAY Continental$7.73$0.27Reports before open - $10.81 billion→
GRAB Grab$3.15 - $0.01 - $705.40 million$716 million→
GSL Global Ship Lease$45.27$2.43$2.45$0.02$175.83 million$174.06 million→
HOOD Robinhood Markets$109.22$0.18Report pending - - →
HVRRY Hannover Ruck$50.04$0.77$1.01$0.24 - $7.46 billion→
ICL ICL Group$4.96$0.08$0.11$0.03$1.73 billion$1.75 billion→
ISUZY Isuzu Motors$13.32 - $0.21 - - $5.30 billion→
JPSWY Japan Steel Works$21.42 - $0.13 - - $407.79 million→
LYV Live Nation Entertainment$169.67$1.58$1.66$0.08$7.75 billion$7.65 billion-6.2%→
MLYS Mineralys Therapeutics$22.23($0.83)($1.13)($0.30) - - →
MNDY monday.com$84.76$0.61$0.85$0.24$246.17 million$251 million49.5%→
NNCHY Nissan Chemical$58.96 - $0.40 - - $399.87 million→
OBYCF Obayashi$17.98 - $0.15 - - $4.48 billion→
PORBF Pola Orbis$7.70 - ($0.02) - - $279.32 million→
SBS Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp$6.74$8.15Reports after close - $2.70 billion→
SZGPY Salzgitter$5.47 - ($0.37) - - $2.73 billion→
TALO Talos Energy$17.35($0.07)($0.14)($0.07)$504.44 million$509.29 million32.9%→
TS Tenaris$57.96$0.63Report pending$2.76 billion$2.92 billion→
WACLY Wacoal$119.43 - $3.51 - - $293.73 million→
ZETA Zeta Global$33.54$0.1690($0.09)($0.2590)$252.68 million$268.30 million42.0%→
The $6,000/month living cost problem traditional investing can't fix (ad)
The $6,000/month living cost problem traditional investing can't fix
Every afternoon at 2:00 PM Eastern, roughly $3.5 billion in institutional money flows into the market as pension funds and 401(k) contributions get deployed before the close.

Researchers at Duke, Stanford, Notre Dame, and the Nasdaq Economic Advisory Board have studied this pattern. During one volatile week in June, a $1,000 trade set at 2:00 PM settled by 4:00 PM five days in a row, and the full month produced $2,016 in net income on a single contract.
 
Watch the full 2 PM income breakdown before access closestc pixel

Friday, November 8 Friday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ACHR Archer Aviation$4.69($0.24)($0.29)($0.05)$1.10 million - →
ADNT Adient$17.29$0.56$0.68$0.12$3.47 billion$3.56 billion-3.7%→
ANIP ANI Pharmaceuticals$73.59$1.09$1.34$0.25$144.37 million$148.30 million12.5%→
APEMY Aperam$42.93 - $0.28 - - $1.64 billion→
ATMU Atmus Filtration Technologies$43.12$0.52$0.61$0.09$403.40 million$404 million2.0%→
BAX Baxter International$24.74$0.78$0.80$0.02$3.85 billion$3.85 billion3.8%→
BEP Brookfield Renewable Partners$29.11($0.04)($0.32)($0.28)$843.18 million$1.47 billion→
BEPC Brookfield Renewable$29.30($0.28)($0.32)($0.04)$1.37 billion$1.47 billion→
BH.A Biglari$1,806.78 - $114.77 - - $90.41 million→
BRTHY Brother Industries$59.63 - $0.61 - - $1.43 billion→
CLMT Calumet$57.17($0.59)($1.18)($0.59)$888.36 million$1.10 billion-4.3%→
CMPO CompoSecure$12.60$0.29$0.27($0.02)$105.11 million$107.14 million→
CNH CNH Industrial$11.67$0.27$0.24($0.03)$4.42 billion$4.65 billion-22.3%→
CNSWF Constellation Software$2,099.88$20.42$20.30($0.12)$2.58 billion$2.54 billion→
ECO Okeanis Eco Tankers$98.55$0.09$0.45$0.36$74.61 million$84.93 million→
EMBJ Embraer-Empresa Brasileira de Aeronautica$72.07$0.28$1.20$0.92$1.63 billion$1.69 billion→
FFBC First Financial Bancorp.$31.11 - $0.62 - - $200.76 million→
FLO Flowers Foods$6.05$0.30$0.33$0.03$1.20 billion$1.19 billion-.7%→
FLR Fluor$49.68$0.76$0.51($0.25)$4.74 billion$4.09 billion3.3%→
FRHC Freedom$168.01 - $1.89 - - $580.90 million→
FTRE Fortrea$21.00$0.25$0.23($0.02)$674.86 million$674.90 million-5.4%→
FULT Fulton Financial$22.17 - $0.43 - - $277.20 million→
GCMG GCM Grosvenor$13.08$0.13$0.14$0.01$126.39 million$122.93 million→
GLP Global Partners$49.49$1.57$1.17($0.40)$5.88 billion$4.42 billion→
HE Hawaiian Electric Industries$8.65$0.53$0.46($0.07) - $983.38 million9.0%→
ICAGY International Consolidated Airlines Group$11.09$0.55$1.60$1.05$10.21 billion$10.25 billion→
IE Ivanhoe Electric$9.38($0.34)($0.36)($0.02)$1 million$670 thousand→
IEP Icahn Enterprises$6.61$0.21$0.05($0.16)$2.32 billion$2.79 billion→
IIJIY Internet Initiative Japan$46.00 - $0.31 - $513.94 million$504.12 million→
IX Orix Corp Ads$36.82$0.50$0.5640$0.0640 - $4.67 billion→
KUBTY Kubota$82.30 - $1.37 - - $4.69 billion→
KWHIY Kawasaki Heavy Industries$5.69 - ($0.03) - - $2.96 billion→
LAMR Lamar Advertising$146.87$2.17$1.44($0.73)$568.91 million$564.10 million4.0%→
MMI Marcus & Millichap$28.03 - ($0.14) - - $168.51 million→
NHC National HealthCare$229.88 - $1.20 - - $340.20 million→
ONEXF ONEX$70.25 - $1.68 - - $199 million→
PAA Plains All American Pipeline$24.50$0.31$0.37$0.06$13.09 billion$12.74 billion5.6%→
PAGP Plains GP$26.75$0.38$0.17($0.21)$13.17 billion$12.74 billion→
PBI Pitney Bowes$16.96$0.13$0.21$0.08$467.80 million$499.46 million→
PWP Perella Weinberg Partners$16.10$0.20$0.34$0.14$196.42 million$278.20 million100.1%→
RICOY Ricoh$10.85 - $0.02 - - $4.22 billion→
SBHGF SBI$19.02 - $0.50 - - $2.32 billion→
SPHR Sphere Entertainment$104.20($0.79)($0.40)$0.39$139.46 million$138.70 million-2.5%→
SPLP Steel Partners$50.00 - $1.65 - - $520.42 million→
SQNXF Square Enix$18.12 - $0.06 - - $589.27 million→
SUOPY SUMCO$42.65$0.26$0.14($0.12)$748.30 million$661.29 million→
SZKMY Suzuki Motor$51.75 - $1.44 - - $9.39 billion→
TU TELUS$7.78$0.17$0.28$0.11$3.69 billion$5.10 billion1.8%→
UI Ubiquiti$620.30$1.75$2.12$0.37$535.03 million$550.34 million→
UNICY Unicharm$3.06 - $0.05 - - $1.57 billion→
WMS Advanced Drainage Systems$126.11$1.93$1.70($0.23)$819.41 million$782.60 million.3%→
WPM Wheaton Precious Metals$138.20$0.34$0.34$0.00$324.57 million$308.25 million→

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