Earnings360 Newsletter for 6/27/2024

Earnings360 Newsletter for 6/27/2024
Earnings Highlights: SNX, MKC, NKE, CCL, JBS, KRMN, CHWY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
Wall Street’s quietly buying these 3 AI infrastructure plays (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.
 
Access the full analysis, price setups, and catalysts nowtc pixel
Top Earnings News
General Mills Q4 Sales Miss Expectations, Triggering Stock Drop
Silvaco Stock: Consider Early Investment in New Semiconductor
10,000 satellites. $1.5 trillion IPO. 7 stocks.tc pixel 
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$270.01$3.82$4.15$0.33$968.10$996.52-3.2%
FUL H. B. Fuller$57.71$1.03$1.12$0.09$917.10$914.222.1%
LNN Lindsay$105.45$1.17$1.85$0.68$139.20$144.38-15.4%
MKC McCormick & Company, Incorporated$50.96$0.59$0.69$0.10$1.64 thousand$1.63 thousand-1.0%
NKE NIKE$42.68$0.85$1.01$0.16$12.60 thousand$12.86 thousand-1.6%
SMPL Simply Good Foods$14.45$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%
Trump Just Backed Tech That Kills Nvidia’s Moat (ad)
He Predicted the iPhone in ’91. Here’s His Newest, Biggest Pick Ever.
I'm George Gilder, and I've spent over 40 years spotting tech extinction events before they happen—I called Apple, Netflix, and Amazon years before Wall Street, with those early calls leading to gains of 249,900%, 112,700%, and 216,100%. What if I revealed how the entire AI boom is built on technology that could soon become a relic? Every data center, every GPU farm, every overpriced Nvidia chip—done.

A new wafer-scale chip technology is delivering 100X the processing speed of some of the fastest AI chips today at a fraction of the energy cost, and the Trump administration just secured $200 billion to supercharge it. Three companies are building what I call the Trillion Dollar Triangle, and this is Phase I—traditionally when fortunes are made.
 
See the three titans behind computing's extinction eventtc pixel

Wednesday, June 26 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AVAV AeroVironment$186.85$0.22$0.43$0.21$197.00$188.485.9%
BB BlackBerry$3.49($0.04)($0.03)$0.01$144.00$132.05-61.4%
CNXC Concentrix$27.69$2.63$2.69$0.06$2.38 thousand$2.35 thousand47.4%
FIZZ National Beverage$33.80$0.47$0.47$0.00$297.32$0.00
GIS General Mills$36.78$0.99$1.01$0.02$4.71 thousand$4.85 thousand-6.3%
HNNMY Hennes & Mauritz$3.61$0.06$0.06$0.00$5.59 thousand$5.58 thousand
JEF Jefferies Financial Group$42.00$0.63$0.64$0.01$1.66 thousand$1.59 thousand59.6%
LEVI Levi Strauss & Co.$19.63$0.11$0.16$0.05$1.44 thousand$1.45 thousand7.8%
MU Micron Technology$377.58$0.48$0.62$0.14$6.81 thousand$6.67 thousand81.5%
NG Novagold Resources$8.91 - ($0.04) - $0.00$0.00
PAYX Paychex$91.61$1.10$1.12$0.02$1.30 thousand$1.29 thousand5.3%
UNF UniFirst$255.03$1.88$2.19$0.31$603.33$600.97
VEON VEON$47.67 - $0.75 - $942.00$0.00
WOR Worthington Enterprises$52.07$0.88$0.74($0.14)$318.80$352.82-13.6%
WS Worthington Steel$30.88$0.67$1.06$0.39$911.00$876.303.1%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
DLNG Dynagas LNG Partners5/26/2026Afternoon
CULP Culp3/11/2026Afternoon
CRWS Crown Crafts6/11/2026Unknown
AOREF American Overseas Group4/27/2026Unknown
PCSV Pcs Edventures!.Com1/1/2000Unknown
PETV PetVivo6/25/2026Unknown
NOBH Nobility Homes1/13/2026Unknown
FNGR FingerMotion6/3/2026Unknown
IH iHuman6/24/2026Unknown
ELLO Ellomay Capital3/30/2026Unknown
CNVS Cineverse6/25/2026Afternoon
PMNT Perfect Moment2/12/2026Unknown
RDZN Roadzen2/11/2026Unknown
BNED Barnes & Noble Education3/10/2026Unknown
FMST Foremost Clean Energy2/11/2026Unknown
OMCC Old Market Capital2/13/2026Unknown
MSM MSC Industrial Direct4/1/2026Morning
SLP Simulations Plus4/9/2026Afternoon
RDUS Radius Recycling1/1/2000Morning
PIXY ShiftPixy1/1/2000Unknown
PPYA Papaya Growth Opportunity Corp. I5/15/2026Unknown

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