Earnings360 Newsletter for 6/27/2024

Earnings360 Newsletter for 6/27/2024
Earnings Highlights: PEP, GIS, STZ, NKE, FDXF, AYI, MKC, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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I endorsed someone else's model for the first time (ad)
The sell discipline that changed my mind after 30 years
Porter Stansberry spent 30 years ignoring outside investment systems - until he met Emmet Savage in Dublin. Savage's model, built on Hamiltonian mechanics applied to equity analysis, has delivered nearly 2,000% returns over 17 years with only one losing year.

What convinced Porter wasn't the returns. It was the sell discipline - a framework that identifies the exact moment a position's energy begins to decay, signaling an exit before the decline. He calls it the most rigorous sell system he has ever seen, comparing its edge to RenTech's famed Medallion Fund.
 
Watch Porter's full breakdown of Project Prophet and Emmet's systemtc pixel
Top Earnings News
BB Stock Earnings: BlackBerry Beats EPS, Beats Revenue for Q1 2025
General Mills Q4 Sales Miss Expectations, Triggering Stock Drop
The next AI rotation is already underway are you positioned?tc pixel 
Silvaco Stock: Consider Early Investment in New Semiconductor
Carnival Cruise Stock Nears Analyst Forecasts on Strong Earnings
The Top 3 Sectors Poised For Growth This Summer
Top 5 Stocks to Watch for AI-Driven Gains That Aren’t NVIDIA
How traders pocket gains on IPO day without buying the stocktc pixel 

Thursday, June 27 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AYI Acuity$336.85$3.82$4.15$0.33$968.10$996.52-3.2%
FUL H. B. Fuller$55.31$1.03$1.12$0.09$917.10$914.222.1%
LNN Lindsay$110.70$1.17$1.85$0.68$139.20$144.38-15.4%
MKC McCormick & Company, Incorporated$51.19$0.59$0.69$0.10$1.64 thousand$1.63 thousand-1.0%
MKC.V MCCORMICK & CO/SH SH$51.29 - $0.69 - $1.64 thousand$0.00
NKE NIKE$42.88$0.85$1.01$0.16$12.60 thousand$12.86 thousand-1.6%
SMPL Simply Good Foods$13.39$0.48$0.50$0.02$334.80$337.663.1%
WBA Walgreens Boots Alliance$11.98$0.68$0.63($0.05)$36.40 thousand$35.94 thousand2.8%
When AI moves into logistics and energy, this name comes up (ad)
Microcap CNTM is the Next Layer of AI Beyond NVIDIA!
As AI shifts from training models to real-world deployment, physical infrastructure is becoming the new bottleneck - and ConnectM Technology Solutions (CNTM) is positioning itself at that intersection.

Through its DeliveryCircle logistics platform and Keen Labs distributed energy division, CNTM is embedding AI directly into the systems that move goods and manage power - one layer deeper than semiconductors or cloud software.
 
Learn how CNTM is building the next layer of the AI economytc pixel

Wednesday, June 26 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ATEX Anterix$105.55($0.24)($0.51)($0.27)$1.26$1.52
AVAV AeroVironment$149.61$0.22$0.43$0.21$197.00$188.485.9%
BB BlackBerry$11.57($0.04)($0.03)$0.01$144.00$132.05-61.4%
CNXC Concentrix$20.94$2.63$2.69$0.06$2.38 thousand$2.35 thousand47.4%
FIZZ National Beverage$32.04$0.47$0.47$0.00$297.32$0.00
GIS General Mills$36.19$0.99$1.01$0.02$4.71 thousand$4.85 thousand-6.3%
HNNMY Hennes & Mauritz$3.37$0.06$0.06$0.00$5.59 thousand$5.58 thousand
JEF Jefferies Financial Group$52.89$0.63$0.64$0.01$1.66 thousand$1.59 thousand59.6%
LEVI Levi Strauss & Co.$24.45$0.11$0.16$0.05$1.44 thousand$1.45 thousand7.8%
MLKN MillerKnoll$20.13$0.54$0.67$0.13$888.90$898.65-7.1%
MU Micron Technology$1,011.15$0.48$0.62$0.14$6.81 thousand$6.67 thousand81.5%
NG Novagold Resources$6.15 - ($0.04) - $0.00$0.00
PAYX Paychex$106.79$1.10$1.12$0.02$1.30 thousand$1.29 thousand5.3%
UNF UniFirst$271.72$1.88$2.19$0.31$603.33$600.97
VEON VEON$53.66 - $0.75 - $942.00$0.00
WOR Worthington Enterprises$52.68$0.88$0.74($0.14)$318.80$352.82-13.6%
WS Worthington Steel$32.59$0.67$1.06$0.39$911.00$876.303.1%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
CRWS Crown Crafts8/12/2026Unknown
CULP Culp9/9/2026Afternoon
DLNG Dynagas LNG Partners9/16/2026Afternoon
FNGR FingerMotion7/14/2026Unknown
IH iHuman9/17/2026Unknown
AOREF American Overseas Group4/27/2026Unknown
NOBH Nobility Homes1/13/2026Unknown
PCSVD Pcs Edventures!.Com1/1/2000Unknown
PETV PetVivo8/13/2026Unknown
ELLO Ellomay Capital3/30/2026Unknown
FMST Foremost Clean Energy7/23/2026Unknown
MAAL Marketing Alliance1/1/2000Unknown
OMCC Old Market Capital2/13/2026Unknown
BNED Barnes & Noble Education7/10/2026Unknown
CNVS Cineverse6/26/2026Afternoon
RDZN Roadzen8/12/2026Unknown
SLP Simulations Plus7/9/2026Afternoon
PIXY ShiftPixy1/1/2000Unknown
PPYA Papaya Growth Opportunity Corp. I5/15/2026Unknown
RDUS Radius Recycling1/1/2000Morning
MSM MSC Industrial Direct7/1/2026Morning

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