Earnings360 Newsletter for 6/26/2024

Earnings360 Newsletter for 6/26/2024
Earnings Highlights: SNX, MKC, NKE, CCL, JBS, KRMN, CHWY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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3 AI infrastructure plays hedge funds are quietly buying (ad)
The next AI rotation is already underway are you positioned?
Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.

One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips.
 
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10,000 satellites. $1.5 trillion IPO. 7 stocks.tc pixel 
Micron Technology Stock Volatile Despite Analyst Upgrades

Wednesday, June 26 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AVAV AeroVironment$184.36$0.22$0.43$0.21$197.00$188.485.9%
BB BlackBerry$3.47($0.04)($0.03)$0.01$144.00$132.05-61.4%
CNXC Concentrix$27.27$2.63$2.69$0.06$2.38 thousand$2.35 thousand47.4%
FIZZ National Beverage$33.75$0.47$0.47$0.00$297.32$0.00
GIS General Mills$37.41$0.99$1.01$0.02$4.71 thousand$4.85 thousand-6.3%
HNNMY Hennes & Mauritz$3.67$0.06$0.06$0.00$5.59 thousand$5.58 thousand
JEF Jefferies Financial Group$41.69$0.63$0.64$0.01$1.66 thousand$1.59 thousand59.6%
LEVI Levi Strauss & Co.$18.91$0.11$0.16$0.05$1.44 thousand$1.45 thousand7.8%
MU Micron Technology$366.24$0.48$0.62$0.14$6.81 thousand$6.67 thousand81.5%
NG Novagold Resources$9.06 - ($0.04) - $0.00$0.00
PAYX Paychex$91.70$1.10$1.12$0.02$1.30 thousand$1.29 thousand5.3%
UNF UniFirst$256.39$1.88$2.19$0.31$603.33$600.97
VEON VEON$47.72 - $0.75 - $942.00$0.00
WOR Worthington Enterprises$52.12$0.88$0.74($0.14)$318.80$352.82-13.6%
WS Worthington Steel$30.31$0.67$1.06$0.39$911.00$876.303.1%
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Tuesday, June 25 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
CCL Carnival$25.65($0.01)$0.11$0.12$5.78 thousand$5.68 thousand17.7%
CUK Carnival$25.59 - $0.11 - $5.78 thousand$0.00
FDX FedEx$361.42$5.34$5.41$0.07$22.11 thousand$22.04 thousand.8%
PRGS Progress Software$25.76$0.74$0.87$0.13$175.08$168.60
SNX TD SYNNEX$186.90$2.66$2.61($0.05)$13.95 thousand$14.12 thousand

Upcoming Earnings Reports

CompanyRelease DateRelease Time
AOUT American Outdoor Brands3/12/2026Afternoon
APOG Apogee Enterprises4/23/2026Morning
JRSH Jerash Holdings (US)2/9/2026Morning
NAKA KindlyMD1/1/2000Unknown
SMPL Simply Good Foods4/9/2026Morning
ACCD Accolade1/1/2000Afternoon
WBA Walgreens Boots Alliance1/1/2000Morning
AYI Acuity4/2/2026Morning
FUL H. B. Fuller3/25/2026Afternoon
LNN Lindsay4/2/2026Morning
MKC McCormick & Company, Incorporated3/31/2026Morning
MXC Mexco Energy1/1/2000Unknown
NKE NIKE4/2/2026Afternoon
SHAP Spree Acquisition Corp. 11/1/2000Unknown
EACO EACO4/1/2026Unknown
ILALD International Land Alliance1/1/2000Unknown
NOBH Nobility Homes1/13/2026Unknown
PCSV Pcs Edventures!.Com1/1/2000Unknown
FNGR FingerMotion6/3/2026Unknown
AOREF American Overseas Group4/27/2026Unknown
IH iHuman3/30/2026Unknown
CULP Culp3/11/2026Afternoon
DLNG Dynagas LNG Partners5/26/2026Afternoon
PETV PetVivo2/17/2026Unknown
CRWS Crown Crafts6/11/2026Unknown
ELLO Ellomay Capital3/30/2026Unknown
FMST Foremost Clean Energy2/11/2026Unknown
CNVS Cineverse2/17/2026Afternoon
PMNT Perfect Moment2/12/2026Unknown
RDZN Roadzen2/11/2026Unknown
OMCC Old Market Capital2/13/2026Unknown
BNED Barnes & Noble Education3/10/2026Unknown

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