Earnings360 Newsletter for 11/11/2024

Earnings360 Newsletter for 11/11/2024
Robinhood Markets, Wheaton Precious Metals, Live Nation Entertainment & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Porter’s new warning (ad)
Porter’s new warning
Porter Stansberry is warning investors about a possible Final Displacement tied to Elon Musk's plan for dealing with AI driven unemployment.

Stansberry previously flagged risks in Fannie Mae and Freddie Mac before their collapse and highlighted social decay in a widely viewed documentary.

Now he argues the shift underway could decide who owns tomorrow's economy and who depends on it.
 
Watch Porter's full AI warning before the window closestc 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
Shut up, peasanttc 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$70.00$1.42$2.42$1.00$202.57 million$269 million-33.3%→
ARMK Aramark$56.09$0.54$0.54$0.00$4.46 billion$4.42 billion5.2%→
AROC Archrock$29.49$0.27$0.28$0.01$286.19 million$292.16 million15.3%→
BRDCY Bridgestone$12.81$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$49.07 - $0.52 - - $125.09 million→
CEPU Central Puerto$12.58$0.39$0.20($0.19)$200.26 million$185 million→
CTTAY Continental$7.83$0.27Reports before open - $10.81 billion→
GRAB Grab$2.89 - $0.01 - $705.40 million$716 million→
GSL Global Ship Lease$40.84$2.43$2.45$0.02$175.83 million$174.06 million→
HOOD Robinhood Markets$99.06$0.18Report pending - - →
HVRRY Hannover Ruck$51.30$0.77$1.01$0.24 - $7.46 billion→
ICL ICL Group$4.89$0.08$0.11$0.03$1.73 billion$1.75 billion→
ISUZY Isuzu Motors$13.66 - $0.21 - - $5.30 billion→
JPSWY Japan Steel Works$20.30 - $0.13 - - $407.79 million→
LYV Live Nation Entertainment$173.72$1.58$1.66$0.08$7.75 billion$7.65 billion-6.2%→
MLYS Mineralys Therapeutics$21.68($0.83)($1.13)($0.30) - - →
MNDY monday.com$99.20$0.61$0.85$0.24$246.17 million$251 million49.5%→
NNCHY Nissan Chemical$57.12 - $0.40 - - $399.87 million→
OBYCF Obayashi$16.89 - $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$6.46$8.15Reports after close - $2.70 billion→
SZGPY Salzgitter$5.39 - ($0.37) - - $2.73 billion→
TALO Talos Energy$17.85($0.07)($0.14)($0.07)$504.44 million$509.29 million32.9%→
TS Tenaris$57.92$0.63Report pending$2.76 billion$2.92 billion→
WACLY Wacoal$107.48 - $3.51 - - $293.73 million→
ZETA Zeta Global$33.66$0.1690($0.09)($0.2590)$252.68 million$268.30 million42.0%→
The American Nightmare (ad)
Shut up, peasant
Anthropic CEO Dario Amodei warns that AI could create a level of wealth concentration that could break society. Sam Altman, Elon Musk, and others are already floating solutions, from universal income checks to public wealth funds.

Anthropic plans to put 5 percent of its shares into a public-benefit fund, partly aimed at addressing worker disruption. Goldman Sachs reportedly estimates 12,400 Americans are being financially displaced by this shift every day.
 
See the full story behind this unfolding economic shift todaytc pixel

Friday, November 8 Friday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ACHR Archer Aviation$4.02($0.24)($0.29)($0.05)$1.10 million - →
ADNT Adient$17.60$0.56$0.68$0.12$3.47 billion$3.56 billion-3.7%→
ANIP ANI Pharmaceuticals$73.14$1.09$1.34$0.25$144.37 million$148.30 million12.5%→
APEMY Aperam$42.14 - $0.28 - - $1.64 billion→
ATMU Atmus Filtration Technologies$45.36$0.52$0.61$0.09$403.40 million$404 million2.0%→
BAX Baxter International$23.99$0.78$0.80$0.02$3.85 billion$3.85 billion3.8%→
BEP Brookfield Renewable Partners$28.48($0.04)($0.32)($0.28)$843.18 million$1.47 billion→
BEPC Brookfield Renewable$28.78($0.28)($0.32)($0.04)$1.37 billion$1.47 billion→
BH Biglari$445.54 - $114.77 - - $90.41 million→
BH.A Biglari$2,165.29 - $114.77 - - $90.41 million→
BRTHY Brother Industries$59.19 - $0.61 - - $1.43 billion→
CLMT Calumet$54.97($0.59)($1.18)($0.59)$888.36 million$1.10 billion-4.3%→
CMPO CompoSecure$12.43$0.29$0.27($0.02)$105.11 million$107.14 million→
CNH CNH Industrial$11.54$0.27$0.24($0.03)$4.42 billion$4.65 billion-22.3%→
CNSWF Constellation Software$2,291.05$20.42$20.30($0.12)$2.58 billion$2.54 billion→
ECO Okeanis Eco Tankers$87.24$0.09$0.45$0.36$74.61 million$84.93 million→
EMBJ Embraer-Empresa Brasileira de Aeronautica$73.18$0.28$1.20$0.92$1.63 billion$1.69 billion→
FFBC First Financial Bancorp.$31.82 - $0.62 - - $200.76 million→
FLO Flowers Foods$6.06$0.30$0.33$0.03$1.20 billion$1.19 billion-.7%→
FLR Fluor$45.62$0.76$0.51($0.25)$4.74 billion$4.09 billion3.3%→
FRHC Freedom$176.66 - $1.89 - - $580.90 million→
FTRE Fortrea$23.28$0.25$0.23($0.02)$674.86 million$674.90 million-5.4%→
FULT Fulton Financial$22.60 - $0.43 - - $277.20 million→
GCMG GCM Grosvenor$12.79$0.13$0.14$0.01$126.39 million$122.93 million→
GLP Global Partners$49.28$1.57$1.17($0.40)$5.88 billion$4.42 billion→
HE Hawaiian Electric Industries$8.72$0.53$0.46($0.07) - $983.38 million9.0%→
ICAGY International Consolidated Airlines Group$11.32$0.55$1.60$1.05$10.21 billion$10.25 billion→
IE Ivanhoe Electric$8.77($0.34)($0.36)($0.02)$1 million$670 thousand→
IEP Icahn Enterprises$6.44$0.21$0.05($0.16)$2.32 billion$2.79 billion→
IIJIY Internet Initiative Japan$44.66 - $0.31 - $513.94 million$504.12 million→
IX Orix Corp Ads$36.56$0.50$0.5640$0.0640 - $4.67 billion→
KUBTY Kubota$83.38 - $1.37 - - $4.69 billion→
KWHIY Kawasaki Heavy Industries$5.66 - ($0.03) - - $2.96 billion→
LAMR Lamar Advertising$153.11$2.17$1.44($0.73)$568.91 million$564.10 million4.0%→
MMI Marcus & Millichap$28.04 - ($0.14) - - $168.51 million→
NHC National HealthCare$243.58 - $1.20 - - $340.20 million→
ONEXF ONEX$73.30 - $1.68 - - $199 million→
PAA Plains All American Pipeline$25.38$0.31$0.37$0.06$13.09 billion$12.74 billion5.6%→
PAGP Plains GP$27.44$0.38$0.17($0.21)$13.17 billion$12.74 billion→
PBI Pitney Bowes$17.28$0.13$0.21$0.08$467.80 million$499.46 million→
PWP Perella Weinberg Partners$12.84$0.20$0.34$0.14$196.42 million$278.20 million100.1%→
RICOY Ricoh$10.60 - $0.02 - - $4.22 billion→
SBHGF SBI$19.02 - $0.50 - - $2.32 billion→
SPHR Sphere Entertainment$109.69($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$32.16$0.26$0.14($0.12)$748.30 million$661.29 million→
SZKMY Suzuki Motor$52.47 - $1.44 - - $9.39 billion→
TU TELUS$8.42$0.17$0.28$0.11$3.69 billion$5.10 billion1.8%→
UI Ubiquiti$600.13$1.75$2.12$0.37$535.03 million$550.34 million→
UNICY Unicharm$3.26 - $0.05 - - $1.57 billion→
WMS Advanced Drainage Systems$129.20$1.93$1.70($0.23)$819.41 million$782.60 million.3%→
WPM Wheaton Precious Metals$132.66$0.34$0.34$0.00$324.57 million$308.25 million→

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