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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A Scary Development Every AI Investor Needs to Take Note Of (ad)
A Scary Development Every AI Investor Needs to Take Note Of
Micron surged over 500% in the past year, Intel climbed more than 250%, and AMD soared over 250% - but a $194 billion debt wave behind the AI boom is raising new concerns.

Amazon, Google, Meta and Oracle issued roughly $194 billion in bonds through early July, and $18 billion in loans tied to an Oracle-leased AI data center are already under pressure, according to a recent report.

Weiss Ratings Analyst Nilus Mattive warns the fallout could extend well beyond Silicon Valley.
 
See Nilus Mattive's full warning about the coming AI debt risktc 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
Elon will prove them wrong againtc 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$70.33$1.42$2.42$1.00$202.57 million$269 million-33.3%→
ARMK Aramark$53.45$0.54$0.54$0.00$4.46 billion$4.42 billion5.2%→
AROC Archrock$28.85$0.27$0.28$0.01$286.19 million$292.16 million15.3%→
BRDCY Bridgestone$12.43$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$48.40 - $0.52 - - $125.09 million→
CEPU Central Puerto$12.60$0.39$0.20($0.19)$200.26 million$185 million→
CTTAY Continental$7.82$0.27Reports before open - $10.81 billion→
GRAB Grab$2.95 - $0.01 - $705.40 million$716 million→
GSL Global Ship Lease$42.60$2.43$2.45$0.02$175.83 million$174.06 million→
HOOD Robinhood Markets$96.35$0.18Report pending - - →
HVRRY Hannover Ruck$50.28$0.77$1.01$0.24 - $7.46 billion→
ICL ICL Group$4.95$0.08$0.11$0.03$1.73 billion$1.75 billion→
ISUZY Isuzu Motors$13.23 - $0.21 - - $5.30 billion→
JPSWY Japan Steel Works$21.94 - $0.13 - - $407.79 million→
LYV Live Nation Entertainment$170.40$1.58$1.66$0.08$7.75 billion$7.65 billion-6.2%→
MLYS Mineralys Therapeutics$21.14($0.83)($1.13)($0.30) - - →
MNDY monday.com$89.91$0.61$0.85$0.24$246.17 million$251 million49.5%→
NNCHY Nissan Chemical$58.96 - $0.40 - - $399.87 million→
OBYCF Obayashi$17.51 - $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$6.25$8.15Reports after close - $2.70 billion→
SZGPY Salzgitter$5.32 - ($0.37) - - $2.73 billion→
TALO Talos Energy$16.93($0.07)($0.14)($0.07)$504.44 million$509.29 million32.9%→
TS Tenaris$57.38$0.63Report pending$2.76 billion$2.92 billion→
WACLY Wacoal$106.60 - $3.51 - - $293.73 million→
ZETA Zeta Global$32.60$0.1690($0.09)($0.2590)$252.68 million$268.30 million42.0%→
The REAL Reason Trump is Invading Iran (ad)
The REAL Reason Trump is Invading Iran
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Friday, November 8 Friday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ACHR Archer Aviation$4.04($0.24)($0.29)($0.05)$1.10 million - →
ADNT Adient$17.88$0.56$0.68$0.12$3.47 billion$3.56 billion-3.7%→
ANIP ANI Pharmaceuticals$71.39$1.09$1.34$0.25$144.37 million$148.30 million12.5%→
APEMY Aperam$43.50 - $0.28 - - $1.64 billion→
ATMU Atmus Filtration Technologies$43.28$0.52$0.61$0.09$403.40 million$404 million2.0%→
BAX Baxter International$25.33$0.78$0.80$0.02$3.85 billion$3.85 billion3.8%→
BEP Brookfield Renewable Partners$28.04($0.04)($0.32)($0.28)$843.18 million$1.47 billion→
BEPC Brookfield Renewable$28.31($0.28)($0.32)($0.04)$1.37 billion$1.47 billion→
BH.A Biglari$1,957.95 - $114.77 - - $90.41 million→
BRTHY Brother Industries$59.63 - $0.61 - - $1.43 billion→
CLMT Calumet$58.41($0.59)($1.18)($0.59)$888.36 million$1.10 billion-4.3%→
CMPO CompoSecure$12.46$0.29$0.27($0.02)$105.11 million$107.14 million→
CNH CNH Industrial$11.64$0.27$0.24($0.03)$4.42 billion$4.65 billion-22.3%→
CNSWF Constellation Software$2,201.58$20.42$20.30($0.12)$2.58 billion$2.54 billion→
ECO Okeanis Eco Tankers$93.17$0.09$0.45$0.36$74.61 million$84.93 million→
EMBJ Embraer-Empresa Brasileira de Aeronautica$69.82$0.28$1.20$0.92$1.63 billion$1.69 billion→
FFBC First Financial Bancorp.$30.94 - $0.62 - - $200.76 million→
FLO Flowers Foods$6.18$0.30$0.33$0.03$1.20 billion$1.19 billion-.7%→
FLR Fluor$46.46$0.76$0.51($0.25)$4.74 billion$4.09 billion3.3%→
FRHC Freedom$176.01 - $1.89 - - $580.90 million→
FTRE Fortrea$21.86$0.25$0.23($0.02)$674.86 million$674.90 million-5.4%→
FULT Fulton Financial$21.90 - $0.43 - - $277.20 million→
GCMG GCM Grosvenor$12.65$0.13$0.14$0.01$126.39 million$122.93 million→
GLP Global Partners$48.33$1.57$1.17($0.40)$5.88 billion$4.42 billion→
HE Hawaiian Electric Industries$8.49$0.53$0.46($0.07) - $983.38 million9.0%→
ICAGY International Consolidated Airlines Group$10.90$0.55$1.60$1.05$10.21 billion$10.25 billion→
IE Ivanhoe Electric$8.08($0.34)($0.36)($0.02)$1 million$670 thousand→
IEP Icahn Enterprises$6.62$0.21$0.05($0.16)$2.32 billion$2.79 billion→
IIJIY Internet Initiative Japan$47.46 - $0.31 - $513.94 million$504.12 million→
IX Orix Corp Ads$36.29$0.50$0.5640$0.0640 - $4.67 billion→
KUBTY Kubota$84.87 - $1.37 - - $4.69 billion→
KWHIY Kawasaki Heavy Industries$5.57 - ($0.03) - - $2.96 billion→
LAMR Lamar Advertising$147.34$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$237.35 - $1.20 - - $340.20 million→
ONEXF ONEX$70.12 - $1.68 - - $199 million→
PAA Plains All American Pipeline$24.85$0.31$0.37$0.06$13.09 billion$12.74 billion5.6%→
PAGP Plains GP$26.99$0.38$0.17($0.21)$13.17 billion$12.74 billion→
PBI Pitney Bowes$16.88$0.13$0.21$0.08$467.80 million$499.46 million→
PWP Perella Weinberg Partners$13.08$0.20$0.34$0.14$196.42 million$278.20 million100.1%→
RICOY Ricoh$10.85 - $0.02 - - $4.22 billion→
SBHGF SBI$19.11 - $0.50 - - $2.32 billion→
SPHR Sphere Entertainment$102.89($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$37.96$0.26$0.14($0.12)$748.30 million$661.29 million→
SZKMY Suzuki Motor$51.37 - $1.44 - - $9.39 billion→
TU TELUS$8.38$0.17$0.28$0.11$3.69 billion$5.10 billion1.8%→
UI Ubiquiti$593.59$1.75$2.12$0.37$535.03 million$550.34 million→
UNICY Unicharm$3.14 - $0.05 - - $1.57 billion→
WMS Advanced Drainage Systems$127.40$1.93$1.70($0.23)$819.41 million$782.60 million.3%→
WPM Wheaton Precious Metals$130.59$0.34$0.34$0.00$324.57 million$308.25 million→

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