Earnings360 Newsletter for 9/26/2024

Earnings360 Newsletter for 9/26/2024
Earnings Highlights: QXO, PEN, IBRX, Q, TSM, HRL, VTRS, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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AI spending is accelerating — but leadership is changing (ad)
AI spending is accelerating — but leadership is changing
The AI story is changing. After a year dominated by headlines and valuation expansion, investors are now focused on who is actually monetizing AI at scale. Recent earnings and enterprise spending trends show AI budgets moving from experimentation to deployment. Companies are prioritizing infrastructure, data, and real use cases. The market is rewarding revenue traction, not promises. A new report identifies nine AI companies aligned with this next phase, businesses benefiting from sustained infrastructure spending, enterprise adoption, and recurring AI-driven revenue.
 
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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$191.62$2.78$2.79$0.01$16.41 thousand$16.37 thousand2.6%
BB BlackBerry$3.42($0.03)($0.01)$0.02$145.00$138.829.8%
COST Costco Wholesale$994.76$5.05$5.15$0.10$79.70 thousand$79.91 thousand1.0%
HNNMY Hennes & Mauritz$4.21$0.04$0.03($0.01)$5.61 thousand$5.84 thousand
JBL Jabil$277.75$2.22$2.30$0.08$6.96 thousand$6.59 thousand-17.7%
KMX CarMax$42.10$0.86$0.85($0.01)$7.01 thousand$6.83 thousand-.9%
MTN Vail Resorts$137.45($4.28)($4.67)($0.39)$265.39$264.84-1.6%
SNX TD SYNNEX$158.43$2.80$2.86$0.06$14.68 thousand$14.11 thousand5.2%
UEC Uranium Energy$15.63 - ($0.03) - $0.00$0.00
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Wednesday, September 25 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
CNXC Concentrix$31.24$2.93$2.87($0.06)$2.39 thousand$2.38 thousand46.2%
CTAS Cintas$196.78$1.00$1.10$0.10$2.50 thousand$2.49 thousand6.8%
FUL H. B. Fuller$65.04$1.23$1.13($0.10)$917.93$944.041.9%
JEF Jefferies Financial Group$50.60$0.78$0.75($0.03)$1.68 thousand$1.71 thousand42.4%
MU Micron Technology$429.00$0.97$1.18$0.21$7.75 thousand$7.65 thousand93.3%
WS Worthington Steel$43.27$0.55$0.56$0.01$834.00$748.40-7.9%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
ESLA Estrella Immunopharma2/25/2026Unknown
FONR Fonar5/14/2026Unknown
NAII Natural Alternatives International5/12/2026Unknown
NEOV NeoVolta2/6/2026Afternoon
AERT Aeries Technology2/13/2026Unknown
BLUE bluebird bio1/1/2000Unknown
TAYD Taylor Devices3/27/2026Unknown
IH iHuman3/25/2026Unknown
NNVC NanoViricides1/1/2000Afternoon
ESP Espey Mfg. & Electronics5/12/2026Unknown
HCBC High Country Bancorp1/1/2000Unknown
WEBC Webco Industries2/24/2026Unknown
BNET Bion Environmental Technologies5/13/2026Unknown
FKWL Franklin Wireless1/1/2000Unknown
SUUN PowerBank2/13/2026Unknown
ELLO Ellomay Capital3/30/2026Unknown
VRAR The Glimpse Group2/17/2026Unknown
CCL Carnival3/20/2026Morning
CUK Carnival3/20/2026Morning
HRYU Hanryu1/1/2000Unknown
TRAK Dealertrack Technologies1/1/2000Unknown
POCI Precision Optics5/13/2026Afternoon
NTWK NetSol Technologies5/12/2026Unknown
INTG Intergroup5/13/2026Unknown
IXHL Incannex Healthcare2/13/2026Unknown
PAYX Paychex3/25/2026Morning
RGP Resources Connection4/1/2026Afternoon
CALM Cal-Maine Foods3/31/2026Afternoon
AYI Acuity4/2/2026Morning
LW Lamb Weston4/2/2026Afternoon
MKC McCormick & Company, Incorporated3/24/2026Morning
NKE NIKE3/19/2026Afternoon
UNFI United Natural Foods3/10/2026Morning
PTNT Palatin Technologies1/1/2000Unknown

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