Earnings360 Newsletter for 7/11/2024

Earnings360 Newsletter for 7/11/2024
Earnings Highlights: JEF, PAYX, CBRS, CCL, FDX, ICLR, KR, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
The 3% doesn’t stay 3% forever (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
Greenbrier Companies Stock Enters Buy Zone – Opportunity Knocks

Thursday, July 11 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
CAG Conagra Brands$13.60$0.57$0.61$0.04$2.91 thousand$2.93 thousand-2.3%
DAL Delta Air Lines$90.55$2.37$2.36($0.01)$15.41 thousand$15.45 thousand5.4%
DNBBY DNB Bank ASA$29.67$0.57$0.64$0.07$2.01 thousand$1.87 thousand
KALV KalVista Pharmaceuticals$27.00($0.73)($1.02)($0.29)$0.00$0.00
NRIX Nurix Therapeutics$19.30($0.63)($0.71)($0.08)$12.09$19.35
PEP PepsiCo$142.27$2.16$2.28$0.12$22.50 thousand$22.59 thousand.8%
SVNDY Seven and I$11.82 - $0.09 - $17.86 thousand$0.00
VIST Vista Energy$64.51$1.40$0.74($0.66)$396.72$397.46
A 2.6 billion deal just validated this AI energy play (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, July 10 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AZZ AZZ$153.04$1.30$1.46$0.16$413.21$403.255.7%
ETWO E2open Parent$3.30$0.05$0.04($0.01)$151.16$155.48
HON Honeywell International$227.33 - $2.15 - $8.86 thousand$0.00
MANU Manchester United$21.15 - ($0.31) - $173.36$0.00
PSMT PriceSmart$188.32$1.01$1.08$0.07$1.23 thousand$1.21 thousand12.1%
WDFC WD-40$244.08$1.39$1.46$0.07$155.05$145.809.4%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
BNY Bank of New York Mellon7/15/2026Morning
C Citigroup7/14/2026Morning
ERIC Ericsson7/14/2026Unknown
EVGR Evergreen1/1/2000Unknown
FAST Fastenal7/13/2026Morning
GLDG GoldMining7/13/2026Unknown
HIFS Hingham Institution for Savings7/17/2026Unknown
JPM JPMorgan Chase & Co.7/14/2026Morning
LEXX Lexaria Bioscience7/13/2026Unknown
MLGF Malaga Financial1/1/2000Unknown
TMQ Trilogy Metals7/8/2026Morning
TRX TRX Gold1/1/2000Afternoon
UNTY Unity Bancorp7/21/2026Unknown
UUU Universal Security Instruments1/1/2000Unknown
WFC Wells Fargo & Company7/14/2026Morning
WNDW Solarwindow Technologies4/9/2026Unknown
ZENV Zenvia5/21/2026Unknown
BLK BlackRock7/21/2026Morning
UNTN United Tennessee Bankshares3/30/2026Unknown
QEPC Q.E.P.1/1/2000Unknown
RMCF Rocky Mountain Chocolate Factory7/14/2026Unknown
SFBS ServisFirst Bancshares7/20/2026Unknown
SPRS Surge Component4/13/2026Unknown
NRDBY Nordea Bank7/16/2026Unknown
ORKLY Orkla Asa8/20/2026Unknown
PAPL Pineapple Financial7/20/2026Unknown
LOOP Loop Industries7/21/2026N/A
LYBC Lyons Bancorp1/1/2000Unknown
GNTY Guaranty Bancshares1/19/2026Unknown
GS The Goldman Sachs Group7/14/2026Unknown
FBK FB Financial7/13/2026Unknown
CCEL Cryo-Cell International1/1/2000N/A
CFB CrossFirst Bankshares1/1/2000Unknown
AMLI American Lithium1/12/2026Unknown
AMX America Movil7/28/2026N/A
ANGO AngioDynamics7/21/2026Morning
ASRV AmeriServ Financial7/21/2026Unknown
BAC Bank of America7/14/2026Morning
BFC Bank First National7/17/2026N/A
BIOVF Swedish Orphan Biovitrum7/16/2026Unknown
CIBH Cib Marine Bancshares4/9/2026Unknown
EQBK Equity Bancshares7/13/2026Unknown
EQBK Equity Bancshares7/13/2026Morning
FULT Fulton Financial7/21/2026Afternoon
GSBC Great Southern Bancorp7/15/2026Afternoon
GTPS Great American Bancorp4/20/2026Unknown
MBWM Mercantile Bank7/21/2026Morning
HWC Hancock Whitney7/21/2026Afternoon
IBKR Interactive Brokers Group7/16/2026Afternoon
JBHT J.B. Hunt Transport Services7/21/2026Afternoon
PGR Progressive7/15/2026Morning
PKE Park Aerospace7/2/2026Unknown
PNC The PNC Financial Services Group7/15/2026Morning
PNFP Pinnacle Financial Partners7/22/2026Unknown
OMC Omnicom Group7/21/2026Afternoon
MS Morgan Stanley7/15/2026Morning
NIC Nicolet Bankshares7/21/2026Unknown
STT State Street7/16/2026Morning
SVKEF Skandinaviska7/15/2026Unknown
SWDBY Swedbank1/1/2000Unknown
SCHW Charles Schwab7/17/2026Morning
UNH UnitedHealth Group7/16/2026Morning
WAFD WaFd7/16/2026Afternoon

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