Earnings360 Newsletter for 7/11/2025

Earnings360 Newsletter for 7/11/2025
Earnings Highlights: JEF, PAYX, TCOM, CBRS, CCL, FDX, ICLR, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
"We simply do not have enough electricity" - Elon Musk (ad)
The $700 billion problem Elon, Zuck, and Pichai can't fix
Elon Musk warned that AI will demand more electricity than the grid can supply. Morgan Stanley backs him up - projecting a 49-gigawatt power shortfall by 2028.

Solar, wind, and nuclear can't close that gap in time. One geothermal company already has Google signed and Gates invested - and the DOE has confirmed the technology works.
 
See the one company positioned to solve AI's power crisistc pixel
Top Earnings News
Alphabet: Technical Momentum Is Starting to Turn
5 Must-Read Analyst Questions From Acushnet’s Q1 Earnings Call
The people who ignored Rolls-Royce are kicking themselvestc pixel 
Buffett's $2B+ Bet With Big Long-Term Potential Just Got Upgraded
Earnings Forecast & History for TIM Participacoes SA (TIMB) | Price Reactions
Don’t Miss Out: 3 Blue-Chips Set to Pop This Earnings Season
3 Upgraded Stocks to Load Up on Before Earnings
A $22.7 billion backlog, 49% revenue growth, and zero debttc pixel 
3 Tech Stocks Poised for Explosive EPS Growth in 2025

Friday, July 11 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
DNBBY DNB Bank ASA$29.66$0.70$0.66($0.04)$2.23 thousand$23.05 thousand
I only found one (ad)
Only ONE stock qualified
After screening more than 23,281 publicly traded companies, analyst Karim Rahemtulla found only one that met every requirement: over $3 billion in operating income, strong revenue growth, explosive dividend growth, an ultra-low valuation, a major AI partnership, and significant insider confidence.

Wall Street is already heavily positioned. The company itself is aggressively buying back stock. If this name traded at the same valuation as comparable S&P 500 peers, the share price would be dramatically higher.
 
See the one stock that cleared every screen before the crowd doestc pixel

Thursday, July 10 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
CAG Conagra Brands$13.60$0.61$0.56($0.05)$2.78 thousand$2.88 thousand-4.3%
DAL Delta Air Lines$90.55$2.01$2.10$0.09$15.51 thousand$16.16 thousand-.1%
ETWO E2open Parent$3.30$0.04$0.05$0.01$152.30$148.92
KALV KalVista Pharmaceuticals$27.00($0.83)($3.69)($2.86)$0.00$4.20
LEVI Levi Strauss & Co.$23.54$0.13$0.22$0.09$1.45 thousand$1.37 thousand6.4%
PSMT PriceSmart$188.32$1.16$1.14($0.02)$1.32 thousand$1.31 thousand7.1%
SMPL Simply Good Foods$12.63$0.51$0.51$0.00$380.96$381.6813.8%
SVNDY Seven and I$11.81$0.11$0.13$0.02$18.96 thousand$18.81 thousand
VIST Vista Energy$64.51$2.15$0.55($1.60)$610.54$572.37
WDFC WD-40$244.08$1.40$1.54$0.14$156.92$160.601.2%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
SLP Simulations Plus7/9/2026Afternoon
LEXX Lexaria Bioscience7/13/2026Morning
FAST Fastenal7/13/2026Morning
FBK FB Financial7/13/2026Afternoon
ORKLY Orkla Asa8/20/2026Morning
SPRS Surge Component4/13/2026Morning
AMBK American Bank1/1/2000Morning
TTGT TechTarget8/18/2026Morning
EQBK Equity Bancshares7/13/2026Morning
UNTY Unity Bancorp7/21/2026Morning
WFC Wells Fargo & Company7/14/2026Morning
JPM JPMorgan Chase & Co.7/14/2026Morning
ERIC Ericsson7/14/2026Morning
PNFP Pinnacle Financial Partners7/22/2026Afternoon
C Citigroup7/14/2026Morning
JBHT J.B. Hunt Transport Services7/21/2026Afternoon
STT State Street7/16/2026Morning
OMC Omnicom Group7/21/2026Afternoon
NIC Nicolet Bankshares7/21/2026Morning
ANGO AngioDynamics7/21/2026Morning
BNY Bank of New York Mellon7/15/2026Morning
FULT Fulton Financial7/21/2026Afternoon
HWC Hancock Whitney7/21/2026Afternoon
BLK BlackRock7/21/2026Morning
ACI Albertsons Companies7/21/2026Morning
LOOP Loop Industries7/21/2026Morning
QEPC Q.E.P.1/1/2000Morning
WINA Winmark7/14/2026Morning
FNGR FingerMotion7/14/2026Afternoon
KMTS Kestra Medical Technologies1/1/2000Afternoon
PKE Park Aerospace7/2/2026Afternoon
CNAF Commercial National Financial7/22/2026Afternoon
RMCF Rocky Mountain Chocolate Factory7/14/2026Afternoon
NTRP NextTrip7/14/2026Afternoon
UNTN United Tennessee Bankshares3/30/2026Afternoon
BAC Bank of America7/14/2026Morning
PGR Progressive7/15/2026Morning
GSBC Great Southern Bancorp7/15/2026Afternoon
SNV Synovus Financial1/21/2026Afternoon
MS Morgan Stanley7/15/2026Morning
JNJ Johnson & Johnson7/15/2026Morning
SLG SL Green Realty7/22/2026Afternoon
BANR Banner7/15/2026Afternoon
PNC The PNC Financial Services Group7/15/2026Morning
FHN First Horizon7/15/2026Morning
ASML ASML7/15/2026Morning
REXR Rexford Industrial Realty7/15/2026Afternoon
PLD Prologis7/16/2026Morning
TFIN Triumph Financial7/15/2026Morning
PLBC Plumas Bancorp7/15/2026Morning
HOMB Home BancShares7/15/2026Afternoon
KMI Kinder Morgan7/15/2026Afternoon
AA Alcoa7/16/2026Afternoon
UAL United Airlines7/15/2026Afternoon
GS The Goldman Sachs Group7/14/2026Morning
MMLP Martin Midstream Partners7/22/2026Afternoon
MTB M&T Bank7/15/2026Morning
CBSH Commerce Bancshares7/16/2026Morning
AIR AAR7/15/2026Afternoon
SPFI South Plains Financial7/15/2026Afternoon
MRTN Marten Transport7/22/2026Morning
SDVKY Sandvik7/17/2026Morning
MCRI Monarch Casino & Resort7/15/2026Afternoon
UROY Uranium Royalty7/15/2026Morning
BIOVF Swedish Orphan Biovitrum7/16/2026Morning
SVNLY Svenska Handelsbanken Ab Publ7/15/2026Morning
SVKEF Skandinaviska7/15/2026Morning
PKBK Parke Bancorp7/22/2026Morning
HARL Harleysville Savings Financial7/15/2026Morning
MLGF Malaga Financial1/1/2000N/A
WMMVY Wal-Mart de Mexico SAB de CV7/22/2026Afternoon
UNB Union Bankshares7/22/2026Afternoon

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