Earnings360 Newsletter for 6/4/2024

Earnings360 Newsletter for 6/4/2024
Earnings Highlights: SNX, MKC, NKE, CCL, JBS, KRMN, CHWY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
He Predicted the iPhone in ’91. Here’s His Newest, Biggest Pick Ever. (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
Top Earnings News
The Most Upgraded Stocks After the Q1 Earnings Season
ZIM Shipping Stock Forecast, Earnings Triggers a Buy
10,000 satellites. $1.5 trillion IPO. 7 stocks.tc pixel 
From Discount to Discretionary: A Retail Sector Pulse Check

Tuesday, June 4 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
BBWI Bath & Body Works$18.59$0.33$0.38$0.05$1.38 thousand$1.37 thousand-.9%
CNM Core & Main$50.95$0.51$0.49($0.02)$1.74 thousand$1.72 thousand10.6%
CRWD CrowdStrike$399.12$0.21$0.20($0.01)$921.04$904.82
DCI Donaldson$85.19$0.84$0.92$0.08$927.90$915.846.0%
DK Delek US$45.08 - $1.37 - $3.92 thousand$0.00
FBK FB Financial$53.34 - $0.76 - $127.05$0.00
FERG Ferguson$235.42$2.27$2.32$0.05$7.31 thousand$7.32 thousand2.4%
GWRE Guidewire Software$150.82($0.23)($0.09)$0.14$240.68$231.46
HPE Hewlett Packard Enterprise$24.61$0.39$0.42$0.03$7.20 thousand$6.82 thousand3.3%
PVH PVH$76.98$2.14$2.45$0.31$1.95 thousand$1.93 thousand-9.5%
VRNT Verint Systems$20.51$0.33$0.31($0.02)$221.28$214.71
The gold alternative outpacing the S-P 500 since inception (ad)
Gold prices are surging, but there may be a more compelling way to play the rally. A little-known asset called 'Canadian Gold' has outpaced physical gold, silver, the NASDAQ, and the S-P 500 since its inception.

Research shows that 'the Warren Buffett of Canada' and a close associate of Warren Buffett himself are both quietly accumulating positions in this overlooked alternative.
 
Click here to discover why Canadian Gold is drawing serious investor attentiontc pixel

Monday, June 3 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
GTLB GitLab$22.57($0.33)($0.24)$0.09$169.19$165.66
HQY HealthEquity$84.67$0.47$0.55$0.08$287.60$278.78
KEN Kenon$84.87 - $0.15 - $174.00$0.00
SAIC Science Applications International$100.11$1.92$1.92$0.00$1.85 thousand$1.84 thousand-8.8%
SAIC Science Applications International$100.11 - $2.14 - $2.03 thousand$0.00
STRL Sterling Infrastructure$416.34 - $0.64 - $403.58$0.00

Upcoming Earnings Reports

CompanyRelease DateRelease Time
ANIP ANI Pharmaceuticals5/8/2026Afternoon
BYFC Broadway Financial4/27/2026Unknown
CPB Campbell's3/11/2026Morning
CPB Campbell's3/11/2026Unknown
DLTR Dollar Tree5/21/2026Morning
DOYU DouYu International5/20/2026Unknown
FIVE Five Below6/3/2026Afternoon
AGYS Agilysys5/18/2026Afternoon
LE Lands' End6/4/2026Unknown
OLLI Ollie's Bargain Outlet6/2/2026Morning
LULU lululemon athletica6/4/2026Afternoon
MLAB Mesa Laboratories5/27/2026Unknown
RNW ReNew Energy Global6/15/2026Unknown
THCH TH International4/13/2026Unknown
TIGR UP Fintech5/29/2026Unknown
SMTC Semtech5/26/2026Unknown
VBNK VersaBank6/3/2026Unknown
BASE Couchbase1/1/2000Unknown
CHPT ChargePoint6/3/2026Unknown
CXM Sprinklr6/3/2026Unknown
GEF Greif4/29/2026Afternoon
GEF.B Greif Bros.1/1/2000Unknown
IDT IDT6/4/2026Unknown
REVG REV Group3/4/2026Unknown
THO Thor Industries6/3/2026Morning
UNFI United Natural Foods6/9/2026Morning
VSCO Victoria's Secret & Co.6/4/2026Afternoon
WDH Waterdrop6/11/2026Unknown
YQ 17 Education & Technology Group1/1/2000Unknown
BF.A Brown Forman1/1/2000Unknown
BF.B Brown-Forman1/1/2000Morning
GB Global Blue Group1/1/2000Morning
EKTAY Elekta5/27/2026Unknown
HSTC HST Global1/1/2000Unknown
IDEXY Industria de Diseno Textil6/10/2026Unknown
NOBH Nobility Homes1/13/2026Unknown
SKHSY Sekisui House6/4/2026Unknown
BEST BEST1/1/2000Unknown
TLYS Tilly's6/3/2026Unknown
TTC Toro6/4/2026Morning
SJM J. M. Smucker6/9/2026Morning
IOT Samsara6/4/2026Unknown
ODC Oil-Dri Corporation Of America6/4/2026Unknown
PL Planet Labs PBC6/3/2026Afternoon
MTN Vail Resorts6/4/2026Unknown
NGL NGL Energy Partners6/4/2026Unknown
NIO NIO6/2/2026Unknown
CIEN Ciena6/4/2026Morning
XCUR Exicure5/13/2026Unknown
ZUMZ Zumiez6/4/2026Unknown
STCN Steel Connect1/1/2000Unknown
ABM ABM Industries6/5/2026Morning
AGX Argan6/3/2026Afternoon
STRR Star Equity5/12/2026Afternoon
TBHC Brand House Collective1/1/2000Unknown
SJ Scienjoy4/20/2026Unknown
OESX Orion Energy Systems6/4/2026Unknown
OP OceanPal1/1/2000Unknown
QSG QuantaSing Group1/1/2000Unknown
RENT Rent the Runway4/14/2026Unknown
LMNR Limoneira6/8/2026Unknown
JFIN Jiayin Group6/4/2026Morning
JG Aurora Mobile6/4/2026Unknown
ALOT AstroNova4/13/2026Unknown
HOFT Hooker Furnishings4/16/2026Unknown
GIII G-III Apparel Group6/5/2026Unknown
DOCU Docusign6/4/2026Unknown
AVO Mission Produce6/4/2026Unknown
BBCP Concrete Pumping6/4/2026Afternoon
BRZE Braze6/4/2026Unknown
GLBS Globus Maritime6/15/2026Unknown
HURC Hurco Companies6/5/2026Unknown
UONE Radio One5/11/2026Unknown
UONEK Radio One5/11/2026Unknown
VIRC Virco Manufacturing4/13/2026Morning
CMCM Cheetah Mobile6/5/2026Unknown
GHM Graham6/8/2026Unknown
GME GameStop6/9/2026Afternoon
NX Quanex Building Products6/4/2026Afternoon
JILL J.Jill6/10/2026Unknown
UEC Uranium Energy6/1/2026Unknown
APTL Alaska Power & Telephone1/1/2000Unknown

MarketBeat Earnings Tools

Get Earnings Reports, Analysts' Forecasts, and Conference Call Transcripts.