Earnings360 Newsletter for 9/26/2024

Earnings360 Newsletter for 9/26/2024
Earnings Highlights: SNX, MKC, NKE, CCL, JBS, KRMN, CHWY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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3 AI infrastructure plays hedge funds are quietly buying (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.
 
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Top Earnings News
Buy Rating Affirmed: McKesson’s Growth and Earnings Potential Amidst Investor Concerns
Rush Enterprises, Inc. Conference Call Advisory for Third Quarter 2024 Earnings Results
How disciplined traders position when volatility surgestc pixel 
Don’t Overlook Mosaic’s Challenges—They Might Spark Opportunity
3 Beaten Up Experiential Stocks to Cash in on a Good Time

Thursday, September 26 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ACN Accenture$201.18$2.78$2.79$0.01$16.41 thousand$16.37 thousand2.6%
BB BlackBerry$3.47($0.03)($0.01)$0.02$145.00$138.829.8%
COST Costco Wholesale$1,014.96$5.05$5.15$0.10$79.70 thousand$79.91 thousand1.0%
HNNMY Hennes & Mauritz$3.67$0.04$0.03($0.01)$5.61 thousand$5.84 thousand
JBL Jabil$268.85$2.22$2.30$0.08$6.96 thousand$6.59 thousand-17.7%
KMX CarMax$41.21$0.86$0.85($0.01)$7.01 thousand$6.83 thousand-.9%
MTN Vail Resorts$131.07($4.28)($4.67)($0.39)$265.39$264.84-1.6%
SNX TD SYNNEX$186.90$2.80$2.86$0.06$14.68 thousand$14.11 thousand5.2%
UEC Uranium Energy$13.57 - ($0.03) - $0.00$0.00
More valuable than gold at a 94% discount (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.

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Wednesday, September 25 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
CNXC Concentrix$27.27$2.93$2.87($0.06)$2.39 thousand$2.38 thousand46.2%
CTAS Cintas$174.34$1.00$1.10$0.10$2.50 thousand$2.49 thousand6.8%
FUL H. B. Fuller$60.60$1.23$1.13($0.10)$917.93$944.041.9%
JEF Jefferies Financial Group$41.69$0.78$0.75($0.03)$1.68 thousand$1.71 thousand42.4%
MU Micron Technology$366.24$0.97$1.18$0.21$7.75 thousand$7.65 thousand93.3%
WS Worthington Steel$30.31$0.55$0.56$0.01$834.00$748.40-7.9%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
AERT Aeries Technology2/13/2026Unknown
ESLA Estrella Immunopharma5/13/2026Unknown
FONR Fonar5/14/2026Unknown
GURE Gulf Resources4/9/2026Unknown
NAII Natural Alternatives International5/12/2026Unknown
NEOV NeoVolta5/8/2026Afternoon
TAYD Taylor Devices3/27/2026Unknown
BLUE bluebird bio1/1/2000Unknown
IH iHuman3/30/2026Unknown
NNVC NanoViricides1/1/2000Afternoon
ESP Espey Mfg. & Electronics5/12/2026Unknown
HCBC High Country Bancorp1/1/2000Unknown
AOREF American Overseas Group4/27/2026Unknown
BNET Bion Environmental Technologies5/13/2026Unknown
SUUN PowerBank5/21/2026Unknown
ELLO Ellomay Capital3/30/2026Unknown
HRYU Hanryu1/1/2000Unknown
CCL Carnival3/27/2026Morning
CUK Carnival3/27/2026Morning
VRAR The Glimpse Group5/14/2026Unknown
POCI Precision Optics5/14/2026Afternoon
NTWK NetSol Technologies5/14/2026Unknown
INTG Intergroup5/13/2026Unknown
IXHL Incannex Healthcare5/14/2026Unknown
FKWL Franklin Wireless6/3/2026Unknown
FKWL Franklin Wireless6/3/2026Unknown
BIVI BioVie5/11/2026Unknown
WEBC Webco Industries5/20/2026Unknown
CALM Cal-Maine Foods4/1/2026Afternoon
PAYX Paychex3/25/2026Morning
RGP Resources Connection4/8/2026Afternoon
AYI Acuity4/2/2026Morning
LW Lamb Weston4/1/2026Afternoon
MKC McCormick & Company, Incorporated3/31/2026Morning
NKE NIKE4/2/2026Afternoon
UNFI United Natural Foods6/9/2026Morning
PTNT Palatin Technologies1/1/2000Unknown

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