Earnings360 Newsletter for 6/6/2024

Earnings360 Newsletter for 6/6/2024
Earnings Highlights: JEF, PAYX, CBRS, CCL, FDX, ICLR, KR, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
Why is 3% a powerful number for investors? (ad)
In 2024, only 3% of newly completed multifamily buildings used modular construction - the same share e-commerce held before climbing to 23%. Modular housing now shares the same conditions that drove that shift: a broken incumbent model, a faster alternative, and pressure pointing one direction.

One Midwest modular builder has already delivered 100-plus homes in Chicago, secured over $500M in additional lot value, and has 3 new factories planned to expand into 8 urban markets. Fifteen-plus pro athlete investors, including Jameis Winston, are already on board.
 
Invest in the Midwest's leading urban modular builder before it scalestc pixel
Top Earnings News
CrowdStrike's Earnings: Consolidation and AI-Driven Growth
Bath & Body Works' Guidance Dims Positive First Quarter Start
71% of Americans Hate AI Data Centers. This Company Fixes That.tc pixel 
American Superconductor's Earnings Surge, Future Growth Expected
GitLab’s Weak Results Were Priced In; Time to Buy the Dip?
Birkenstock Looks Like a Fit in Any Growth-Oriented Portfolio
The Most Upgraded Stocks After the Q1 Earnings Season
Why AI's real bottleneck isn't chips - it's coolingtc pixel 
ZIM Shipping Stock Forecast, Earnings Triggers a Buy
From Discount to Discretionary: A Retail Sector Pulse Check

Thursday, June 6 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ABM ABM Industries$44.66$0.79$0.87$0.08$2.02 thousand$2.00 thousand1.7%
AGX Argan$730.23$0.52$0.58$0.06$157.70$134.7552.1%
AVO Mission Produce$12.18($0.01)$0.12$0.13$297.60$226.70
BRZE Braze$19.48($0.36)($0.35)$0.01$135.46$131.56
CIEN Ciena$461.88$0.15$0.27$0.12$910.80$895.80-19.6%
DOCU Docusign$44.24$0.20$0.29$0.09$709.64$706.07
GIII G-III Apparel Group$34.40($0.05)$0.12$0.17$609.75$615.10
IOT Samsara$31.25($0.12)($0.10)$0.02$280.73$272.51
MTN Vail Resorts$144.22$9.94$9.54($0.40)$1.28 thousand$1.31 thousand
NGL NGL Energy Partners$15.73$0.19($0.38)($0.57)$1.63 thousand$1.97 thousand
NIO NIO$4.92($0.31)($0.36)($0.05)$1.37 thousand$1.48 thousand
ODC Oil-Dri Corporation Of America$98.75 - $0.27 - $106.78$0.00
PL Planet Labs PBC$26.17($0.08)($0.10)($0.02)$60.44$59.80
SJM J. M. Smucker$111.75$2.32$2.66$0.34$2.21 thousand$2.24 thousand-1.3%
SKHSY Sekisui House$19.89 - $0.52 - $5.23 thousand$0.00
TTC Toro$94.89$1.29$1.40$0.11$1.35 thousand$1.34 thousand.7%
O'Leary's picks-and-shovels bet on AI infrastructure (ad)
Kevin O'Leary Saw AI's Biggest Bottleneck Coming
Kevin O'Leary calls it the picks-and-shovels play for both Bitcoin and AI - and he put money behind it. While Microsoft, Google, Amazon, and others scramble to secure grid access, this NASDAQ-listed AI infrastructure company already controls more than a gigawatt of low-cost power across Norway, Finland, and North Dakota.

On May 5, the company signed a binding letter of intent with Singapore-based OneQode for a 15-year, 110MW lease projected to generate roughly $2.6 billion in total contracted revenue.
 
Read the full breakdown on this AI infrastructure investment opportunitytc pixel

Wednesday, June 5 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGYS Agilysys$92.31 - $0.21 - $36.34$0.00
ANIP ANI Pharmaceuticals$82.72 - $1.17 - $106.22$0.00
BASE Couchbase$24.51($0.37)($0.40)($0.03)$51.33$48.52
BF.A Brown Forman$28.05 - $0.56 - $964.00$0.00
BF.B Brown-Forman$27.80$0.42$0.56$0.14$964.00$1.03 thousand-7.8%
CPB Campbell's$22.28$0.70$0.75$0.05$2.37 thousand$2.34 thousand6.3%
CPB Campbell's$22.28$0.70$0.75$0.05$2.37 thousand$2.34 thousand
CXM Sprinklr$4.99$0.02$0.04$0.02$195.96$194.54
DLTR Dollar Tree$119.35$1.43$1.43$0.00$7.63 thousand$7.63 thousand4.2%
EKTAY Elekta$4.86 - $0.11 - $475.78$0.00
FIVE Five Below$187.75$0.62$0.60($0.02)$811.86$834.2911.8%
GB Global Blue Group$7.49$0.04$0.01($0.03)$114.26$112.38
GEF Greif$72.72$0.77$0.82$0.05$1.37 thousand$1.30 thousand4.7%
GEF.B Greif Bros.$89.24 - $0.82 - $1.37 thousand$0.00
IDEXY Industria de Diseno Textil$15.76$0.22$0.23$0.01$8.85 thousand$9.13 thousand
IDT IDT$55.89 - $0.33 - $299.64$0.00
LULU lululemon athletica$113.02$2.38$2.54$0.16$2.21 thousand$2.20 thousand10.4%
OLLI Ollie's Bargain Outlet$74.09$0.65$0.73$0.08$508.82$506.4910.8%
REVG REV Group$63.90$0.24$0.34$0.10$616.90$603.17
RNW ReNew Energy Global$6.23($0.06)$0.02$0.08$297.00$243.45
SMTC Semtech$158.48($0.17)($0.17)$0.00$206.11$200.16
THO Thor Industries$75.41$1.89$2.13$0.24$2.80 thousand$2.73 thousand-4.4%
UNFI United Natural Foods$51.05$0.10$0.10$0.00$7.50 thousand$7.51 thousand-.1%
VSXY Victoria's Secret & Co.$80.67$0.11$0.12$0.01$1.36 thousand$1.36 thousand-3.4%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
NX Quanex Building Products9/3/2026Afternoon
GME GameStop9/9/2026Afternoon
JILL J.Jill9/2/2026Unknown
VIRC Virco Manufacturing9/4/2026Morning
CMCM Cheetah Mobile9/11/2026Unknown
ETCC Environmental Tectonics1/1/2000Unknown
UEC Uranium Energy6/9/2026Unknown
UONEK Radio One5/11/2026Unknown
UONE Radio One5/11/2026Unknown
HURC Hurco Companies9/4/2026Unknown
GLBS Globus Maritime6/10/2026Unknown
GHM Graham8/4/2026Unknown
APTL Alaska Power & Telephone1/1/2000Unknown
FCEL FuelCell Energy9/8/2026Morning
SKIL Skillsoft9/8/2026Afternoon
OCC Optical Cable9/10/2026Unknown
ZDGE Zedge6/11/2026Unknown
YEXT Yext6/2/2026Unknown
CVGW Calavo Growers6/8/2026Unknown
GEO Geo Group8/5/2026Morning
CASY Casey's General Stores6/9/2026Afternoon
ASO Academy Sports and Outdoors9/8/2026Morning
ORCL Oracle9/8/2026Afternoon
ADSK Autodesk8/27/2026Afternoon
ZK ZEEKR Intelligent Technology1/1/2000Unknown
BRTX Biorestorative Therapies8/11/2026Unknown
BTOC Armlogi5/13/2026Unknown
BRTX Biorestorative Therapies8/11/2026Unknown
FRD Friedman Industries8/6/2026Unknown
SMID Smith-Midland8/13/2026Unknown
QUBT Quantum Computing8/13/2026Unknown
PETS PetMed Express7/27/2026Unknown
STRM Streamline Health Solutions1/1/2000Unknown
RBRK Rubrik9/8/2026Unknown
MPAA Motorcar Parts of America8/10/2026Unknown
VTGN VistaGen Therapeutics8/6/2026Unknown
OCCI OFS Credit9/11/2026Unknown
MAMA Mama's Creations6/8/2026Unknown
MTB M&T Bank7/15/2026Morning

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