Earnings360 Newsletter for 9/25/2024

Earnings360 Newsletter for 9/25/2024
Earnings Highlights: PAA, VST, ECHO, PPL, PBR.A, AMRZ, GSAT, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Jeff Brown eyes a new Musk opportunity beyond SpaceX (ad)
Is SpaceX stock on sale?
Tech investor Jeff Brown says the real story isn't the SpaceX stock dip, it's what he calls The SpaceX Supercycle, a shift he traces to language on page 37 of the SpaceX IPO filing.

Brown previously flagged Tesla in 2018 and Micron before its 1,121 percent run. He's hosting a live strategy session Wednesday, August 12 at 8 p.m. ET with an industry insider to break down this new sector.

He says it's the most compelling setup he's identified in 20 years, tied to developments he expects around August 26.
 
Register free for Jeff Brown's live strategy session nowtc pixel
Top Earnings News
Don’t Overlook Mosaic’s Challenges—They Might Spark Opportunity
3 Beaten Up Experiential Stocks to Cash in on a Good Time
You won’t find this story anywhere elsetc pixel 

Wednesday, September 25 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
CNXC Concentrix$25.72$2.93$2.87($0.06)$2.39 thousand$2.38 thousand46.2%
CTAS Cintas$203.05$1.00$1.10$0.10$2.50 thousand$2.49 thousand6.8%
FUL H. B. Fuller$61.05$1.23$1.13($0.10)$917.93$944.041.9%
JEF Jefferies Financial Group$56.61$0.78$0.75($0.03)$1.68 thousand$1.71 thousand42.4%
MU Micron Technology$877.57$0.97$1.18$0.21$7.75 thousand$7.65 thousand93.3%
WS Worthington Steel$38.17$0.55$0.56$0.01$834.00$748.40-7.9%
AI is leaving the data center - are you positioned (ad)
The part of AI most investors are ignoring
Most AI portfolios hold the same handful of chip and software names - and completely ignore the physical layer. One perception-hardware company posted ~49% Q1 revenue growth with four partnership announcements in a single month.

A free report names seven companies building the automation, robotics, and semiconductor-test infrastructure that AI requires to move beyond the data center - including an automation giant that raised full-year guidance after quarterly sales rose ~12%.
 
Click here to get your free copy of this report todaytc pixel

Tuesday, September 24 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AZO AutoZone$3,122.00$53.31$48.11($5.20)$6.21 thousand$6.25 thousand9.0%
KBH KB Home$58.62$2.06$2.04($0.02)$1.75 thousand$1.73 thousand10.3%
PRGS Progress Software$42.84$1.14$1.26$0.12$178.69$176.161.7%
THO Thor Industries$79.63$1.35$1.68$0.33$2.53 thousand$2.47 thousand-7.4%
WOR Worthington Enterprises$58.47$0.71$0.50($0.21)$257.31$296.05-17.5%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
COST Costco Wholesale9/24/2026Afternoon
ACN Accenture9/24/2026Morning
MTN Vail Resorts9/28/2026Afternoon
SNX TD SYNNEX9/24/2026Morning
KMX CarMax8/31/2026Morning
BB BlackBerry9/24/2026Afternoon
ISPR Ispire Technology9/21/2026Morning
SCHL Scholastic9/17/2026Afternoon
JBL Jabil9/24/2026Morning
AYTU Aytu BioPharma9/29/2026Afternoon
BLOZF Cannabix Technologies1/1/2000Unknown
HNNMY Hennes & Mauritz9/24/2026Unknown
BTOC Armlogi9/24/2026Unknown
PZG Paramount Gold Nevada9/29/2026Unknown
SPAI Safe Pro Group8/13/2026Unknown
UEC Uranium Energy9/24/2026Unknown
RAVE Rave Restaurant Group5/6/2026Unknown
NNVC NanoViricides1/1/2000Afternoon
NEOV NeoVolta8/26/2026Afternoon
HCBC High Country Bancorp1/1/2000Unknown
ESP Espey Mfg. & Electronics9/16/2026Unknown
TAYD Taylor Devices8/14/2026Unknown
AERT Aeries Technology2/13/2026Unknown
ESLA Estrella Immunopharma9/2/2026Unknown
IH iHuman9/17/2026Unknown
NAII Natural Alternatives International5/12/2026Unknown
FONR Fonar5/14/2026Unknown
CUK Carnival6/23/2026Morning
CCL Carnival9/28/2026Morning
POCI Precision Optics9/28/2026Afternoon
NTWK NetSol Technologies9/28/2026Unknown
PBK PowerBank10/7/2026Unknown
BNET Bion Environmental Technologies9/2/2026Unknown
INTG Intergroup5/13/2026Unknown
ELLO Ellomay Capital3/30/2026Unknown
WEBC Webco Industries5/20/2026Unknown
AOREF American Overseas Group4/27/2026Unknown
FKWL Franklin Wireless9/21/2026Unknown
IXHL Incannex Healthcare9/2/2026Unknown
HRYU Hanryu1/1/2000Unknown
FKWL Franklin Wireless9/21/2026Unknown
VRAR The Glimpse Group5/14/2026Unknown

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