Earnings360 Newsletter for 6/27/2024

Earnings360 Newsletter for 6/27/2024
Earnings Highlights: PAA, DKNG, WULF, UI, FIS, BAM, PPL, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Top Earnings News
General Mills Q4 Sales Miss Expectations, Triggering Stock Drop
Silvaco Stock: Consider Early Investment in New Semiconductor
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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

Thursday, June 27 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AYI Acuity$293.32$3.82$4.15$0.33$968.10$996.52-3.2%
FUL H. B. Fuller$61.14$1.03$1.12$0.09$917.10$914.222.1%
LNN Lindsay$110.30$1.17$1.85$0.68$139.20$144.38-15.4%
MKC McCormick & Company, Incorporated$48.82$0.59$0.69$0.10$1.64 thousand$1.63 thousand-1.0%
MKC.V MCCORMICK & CO/SH SH$48.83 - $0.69 - $1.64 thousand$0.00
NKE NIKE$44.17$0.85$1.01$0.16$12.60 thousand$12.86 thousand-1.6%
SMPL Simply Good Foods$12.37$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%
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Musk's $50 billion problem has a $4 solution
Colossus is expanding from 100,000 GPUs to 1 million - a buildout that costs north of $50 billion and depends entirely on getting power infrastructure built fast enough.

Lead times on heavy power equipment have stretched to 120+ weeks. One small company has built its reputation on speed and is sitting on a $1.5 billion backlog. When the SpaceX-xAI S-1 drops in June, this dependency becomes visible to everyone.
 
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Wednesday, June 26 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ATEX Anterix$55.16($0.24)($0.51)($0.27)$1.26$1.52
AVAV AeroVironment$168.04$0.22$0.43$0.21$197.00$188.485.9%
BB BlackBerry$6.43($0.04)($0.03)$0.01$144.00$132.05-61.4%
CNXC Concentrix$24.72$2.63$2.69$0.06$2.38 thousand$2.35 thousand47.4%
FIZZ National Beverage$35.20$0.47$0.47$0.00$297.32$0.00
GIS General Mills$34.89$0.99$1.01$0.02$4.71 thousand$4.85 thousand-6.3%
HNNMY Hennes & Mauritz$3.54$0.06$0.06$0.00$5.59 thousand$5.58 thousand
JEF Jefferies Financial Group$52.29$0.63$0.64$0.01$1.66 thousand$1.59 thousand59.6%
LEVI Levi Strauss & Co.$22.61$0.11$0.16$0.05$1.44 thousand$1.45 thousand7.8%
MLKN MillerKnoll$16.37$0.54$0.67$0.13$888.90$898.65-7.1%
MU Micron Technology$738.42$0.48$0.62$0.14$6.81 thousand$6.67 thousand81.5%
NG Novagold Resources$8.66 - ($0.04) - $0.00$0.00
PAYX Paychex$94.10$1.10$1.12$0.02$1.30 thousand$1.29 thousand5.3%
UNF UniFirst$253.19$1.88$2.19$0.31$603.33$600.97
VEON VEON$49.35 - $0.75 - $942.00$0.00
WOR Worthington Enterprises$54.67$0.88$0.74($0.14)$318.80$352.82-13.6%
WS Worthington Steel$40.28$0.67$1.06$0.39$911.00$876.303.1%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
CRWS Crown Crafts6/11/2026Unknown
FNGR FingerMotion6/3/2026Unknown
PETV PetVivo6/25/2026Unknown
CULP Culp6/24/2026Afternoon
DLNG Dynagas LNG Partners5/26/2026Afternoon
IH iHuman6/24/2026Unknown
AOREF American Overseas Group4/27/2026Unknown
NOBH Nobility Homes1/13/2026Unknown
PCSV Pcs Edventures!.Com1/1/2000Unknown
ELLO Ellomay Capital3/30/2026Unknown
PMNT Perfect Moment2/12/2026Unknown
CNVS Cineverse6/25/2026Afternoon
BNED Barnes & Noble Education7/1/2026Unknown
OMCC Old Market Capital2/13/2026Unknown
FMST Foremost Clean Energy7/23/2026Unknown
RDZN Roadzen7/6/2026Unknown
SLP Simulations Plus7/13/2026Afternoon
PIXY ShiftPixy1/1/2000Unknown
RDUS Radius Recycling1/1/2000Morning
PPYA Papaya Growth Opportunity Corp. I5/15/2026Unknown
MSM MSC Industrial Direct7/7/2026Morning

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