Reply To: Traders Market Weekly: Inflation and Bear Market Rallies

#41425
TradersCom
Keymaster

Earnings/Guidance from today (pre after hours)

1Life Healthcare (ONEM) misses by $0.07, misses on revs; per previous announcement Amazon (AMZN) is expected to acquire the company for $18/share
Adidas AG (ADDYY) reports H1 results; revs rise 5% yr/yr; lowers outlook
ADTRAN (ADTN) beats by $0.06, reports revs in-line
ADTRAN (ADTN) issues Q3 rev guidance including ADVA business contributions
Albemarle (ALB) beats by $0.20, reports revs in-line; raises FY22 guidance
Alkami Technology (ALKT) misses by $0.14, beats on revs; guides Q3 revs in-line; raises FY22 revs above consensus
Allegiant Travel (ALGT) misses by $0.38, reports revs in-line
Allison Transmission (ALSN) reports Q2 results, misses on revs, narrows FY22 guidance
Allstate (ALL) beats by $0.39, reports revs in-line
Altice USA (ATUS) misses by $0.10, reports revs in-line
Amdocs (DOX) reports EPS in-line, revs in-line; guides SepQ EPS in-line, revs in-line
Amplitude (AMPL) beats by $0.04, beats on revs; guides Q3 EPS above consensus, revs above consensus; guides FY22 EPS above consensus, revs above consensus
ANSYS (ANSS) beats by $0.16, beats on revs; guides Q3 EPS in-line, revs in-line; guides FY22 EPS in-line, revs in-line
Arrow Electronics (b) beats by $0.13, reports revs in-line; guides Q3 EPS in-line, revs in-line
AssetMark (AMK) beats by $0.03, beats on revs
Atlas Air Worldwide (AAWW) misses by $0.04, beats on revs; entered into definitive agreement to be acquired by an investor group led by funds managed by affiliates of Apollo Global Management
Atmos Energy (ATO) beats by $0.06, beats on revs; guides FY22 EPS in-line
AvidXchange (AVDX) beats by $0.06, beats on revs; raises FY22 revenue guidance above consensus
AZEK (AZEK) misses by $0.08, beats on revs; guides Q4 EPS below consensus, revs below consensus
B2Gold (BTG) misses by $0.02, reports revs in-line
Ball Corp (BALL) misses by $0.08, beats on revs
Bayer AG (BAYRY) reports Q2 results; raises outlook
Becton Dickinson (BDX) beats by $0.16, beats on revs; raises FY22 guidance
Benchmark Electronics (BHE) beats by $0.09, beats on revs; guides Q3 EPS above consensus, revs above consensus
Booking Holdings (BKNG) beats by $1.41, misses on revs; expects record Q3 revenue
BrightView (BV) misses by $0.06, beats on revs; guides Q4 revs in-line; raises FY22 revs above consensus
Buckle (BKE) reports July comparable store sales +1.8%; prelim Q2 (Jul) revs of $302 mln vs. $304.33 mln two analyst estimate
Central Garden (CENT) beats by $0.12, beats on revs; guides FY22 EPS below consensus
Ceridian HCM (CDAY) beats by $0.11, beats on revs; guides Q3 revs above consensus; guides FY22 revs mostly above consensus
Change Healthcare (CHNG) misses by $0.01, reports revs in-line; not providing guidance due to proposed transaction with OptumInsight
ChipMOS TECHNOLOGIES (IMOS) beats by NT$0.14, misses on revs
Chord Energy (CHRD) misses by $0.62, beats on revs
Cigna (CI) beats by $0.73, beats on revs; guides FY22 EPS above consensus, revs in-line
Civitas Resources (CIVI) beats by $0.65, beats on revs
Clorox (CLX) reports EPS in-line, misses on revs; guides FY23 EPS below consensus, revs below consensus
Coeur Mining (CDE) misses by $0.04, beats on revs
Compass Diversified (CODI) misses by $0.21, beats on revs
Confluent (CFLT) beats by $0.03, beats on revs; guides Q3 EPS in-line, revs above consensus; guides FY22 EPS above consensus, revs above consensus
Costco (COST) reports July adj comparable sales +7.0% (excluding gas), total comps +10.0%; net sales +10.8% yr/yr to $16.85 bln
Covetrus (CVET) reports Q2 results, reports revs in-line
Crocs (CROX) beats by $0.55, beats on revs; guides Q3 revs below consensus; lowers FY22 EPS below consensus; sees FY22 revs in line
Cross Country (CCRN) beats by $0.05, beats on revs; guides Q3 EPS in-line, revs above consensus
Curtiss-Wright (CW) beats by $0.14, beats on revs; raises FY22 guidance
Delek US Holdings (DK) beats by $1.16, beats on revs
Denbury (DEN) reports EPS in-line, beats on revs; Board authorizes $100 mln increase in share repurchase program
Diamondrock Hospitality (DRH) beats by $0.07, beats on revs
Digi Intl (DGII) beats by $0.08, beats on revs; guides Q4 EPS above consensus, revs in-line
DigitalBridge (DBRG) misses by $0.01, beats on revs; announces 1:4 reverse split
DoubleVerify (DV) misses by $0.03, beats on revs
Duke Energy (DUK) beats by $0.06, beats on revs; reaffirms FY22 EPS guidance; Announces a strategic review of the Commercial Renewables business
Dun & Bradstreet (DNB) reports EPS in-line, revs in-line; guides FY22 EPS in-line, revs in-line
eBay (EBAY) beats by $0.10, beats on revs; guides Q3 EPS in-line, revs mostly above consensus; guides FY22 EPS mostly above consensus, reaffirms FY22 revs guidance
e.l.f. Beauty (ELF) beats by $0.15, beats on revs; raises FY23 guidance
Eli Lilly (LLY) misses by $0.46, misses on revs; lowers FY22 EPS below consensus, reaffirms FY22 revs guidance
Enovis Corporation (ENOV) beats by $0.09, misses on revs; guides FY22 EPS in-line
Envista (NVST) beats by $0.02, reports revs in-line
EPAM Systems (EPAM) beats by $0.67, beats on revs; guides Q3 EPS above consensus, revs above consensus
Fastly (FSLY) misses by $0.06, reports revs in-line; guides Q3 EPS below consensus, revs above consensus; guides FY22 EPS below consensus, revs above consensus; names Cisco exec as new CEO
Fisker (FSR) beats by $0.04, provides business update
Fiverr (FVRR) beats by $0.03, misses on revs; guides Q3 revs below consensus; guides FY22 revs below consensus
FleetCor (FLT) beats by $0.28, beats on revs; guides Q3 EPS above consensus, revs above consensus; guides FY22 EPS above consensus, revs above consensus
Focus Financial (FOCS) misses by $0.11, beats on revs
Fortinet (FTNT) beats by $0.02, reports revs in-line; guides Q3 EPS in-line, revs in-line; guides FY22 EPS above consensus, reaffirms FY22 revs guidance
Frontdoor (FTDR) misses by $0.03, beats on revs; guides FY22 revs below consensus
Glaukos (GKOS) misses by $0.39, beats on revs; raises FY22 revs above consensus
GoDaddy (GDDY) beats by $0.07, reports revs in-line; guides Q3 revs below consensus
Hillenbrand (HI) beats by $0.05, beats on revs; guides FY22 EPS in-line, revs in-line
Hostess Brands (TWNK) beats by $0.01, beats on revs; guides FY22 EPS in-line, revs above consensus
Host Hotels (HST) beats by $0.09, beats on revs
Hub Group (HUBG) beats by $0.47, beats on revs; raises FY22 guidance
IAMGOLD (IAG) misses by $0.02, beats on revs
ICF International (ICFI) reports EPS in-line, misses on revs; increases FY22 EPS, revs guidance
Inari (NARI) beats by $0.04, beats on revs; guides FY22 revs in-line
Ingersoll-Rand (IR) beats by $0.02, beats on revs; reaffirms FY22 revs guidance
ING Groep (ING) reports Q2 results
Insight Enterprises (NSIT) beats by $0.69, beats on revs; guides FY22 EPS above consensus
Insmed (INSM) beats by $0.10, beats on revs
Intercontinental Exchange (ICE) beats by $0.05, reports revs in-line
InterDigital (IDCC) reports Q2 (Jun) results, beats on revs
Jazz Pharma (JAZZ) beats by $0.11, beats on revs; reaffirms FY22 revs guidance
Itron (ITRI) misses by $0.16, misses on revs; guides FY22 EPS below consensus, revs below consensus due to supply constraints and manufacturing inefficiencies
JFrog (FROG) beats by $0.01, beats on revs; guides Q3 EPS in-line, revs in-line; reaffirms FY22 EPS guidance, guides FY22 revs above consensus
Kellogg (K) beats by $0.13, beats on revs; guides FY22 EPS above consensus; raises FY22 organic sales growth to +7-8%
Koppers Holdings (KOP) misses by $0.18, reports revs in-line; guides FY22 EPS in-line, revs above consensus
Kulicke & Soffa (KLIC) beats by $0.50, beats on revs; guides Q4 EPS below consensus, revs below consensus
Laredo Petroleum (LPI) beats by $0.21, misses on revs, provides 2022 outlook
Life Storage (LSI) beats by $0.12, beats on revs; raises FY22 FFO and same store revenue guidance
Lordstown Motors (RIDE) reports Q2 (Jun) results, ending cash balance of $236 mln above internal expectations
Marathon Oil (MRO) beats by $0.04, beats on revs
McKesson (MCK) beats by $0.53, beats on revs; raises FY23 EPS above consensus
MetLife (MET) beats by $0.55, Adjusted premiums, fees and other revenues up 24%
MFA Financial (MFA) misses by $0.02, misses on revs
MGIC Investment (MTG) beats by $0.31, reports revs in-line
MGM Resorts (MGM) misses by $0.30, beats on revs
MGP Ingredients (MGPI) beats by $0.21, beats on revs; guides FY22 EPS in-line, revs above consensus
ModivCare (MODV) beats by $0.48, beats on revs; raises FY22 revs above consensus
Murphy Oil (MUR) beats by $0.39, beats on revs; raises production guidance
NetScout Systems (NTCT) beats by $0.02, beats on revs; reaffirms FY23 EPS guidance, revs guidance
Nevro (NVRO) beats by $0.08, reports revs in-line; guides Q3 revs below consensus; guides FY22 revs below consensus
New Fortress Energy (NFE) beats by $0.32, beats on revs
Nikola Corporation (NKLA)beats by $0.14, beats on revs
Nikola Corporation (NKLA) sees Q3 revs below consensus in slide presentation
Northern Oil & Gas (NOG) beats by $0.06, beats on revs
Northwest Natural (NWN) beats by $0.09, beats on revs; guides FY22 EPS in-line
Nova Measuring (NVMI) beats by $0.05, beats on revs; guides Q3 EPS in-line, revs mostly above consensus
Nutrien (NTR) beats by $0.15, misses on revs; lowers FY22 EPS in-line
NuVasive (NUVA) misses by $0.09, beats on revs; reaffirms FY22 EPS guidance, revs guidance
OGE Energy (OGE) misses by $0.08, beats on revs; reaffirms FY22 EPS guidance
Ormat Tech (ORA) beats by $0.02, beats on revs
OUTFRONT Media (OUT) beats by $0.02, reports revs in-line
Owl Rock Capital (ORCC) beats by $0.01, beats on revs
Palomar Holdings (PLMR) beats by $0.06, misses on revs
Parker-Hannifin (PH) beats by $0.46, beats on revs; guides FY23 EPS in-line
Pediatrix Medical Group (MD) reports EPS in-line, misses on revs
Perficient (PRFT) reports EPS in-line, misses on revs; guides Q3 EPS in-line, revs below consensus; guides FY22 EPS in-line, revs below consensus
Physicians Realty Trust (DOC) reports FFO in-line, beats on revs
PNM Resources (PNM) beats by $0.04, beats on revs; reaffirms FY23 EPS guidance
Portillo’s (PTLO) beats by $0.06, reports revs in-line
Prestige Consumer (PBH) beats by $0.05, beats on revs; reaffirms FY23 EPS guidance, revs guidance
Qorvo (QRVO) beats by $0.13, reports revs in-line; guides SepQ EPS in-line, revs in-line
Rapid7 (RPD) beats by $0.03, beats on revs; guides Q3 EPS below consensus; guides FY22 EPS in-line
Rayonier (RYN) reports EPS in-line, beats on revs; guides FY22 EPS below consensus
RBC Bearings (ROLL) beats by $0.25, misses on revs; guides Q2 revs below consensus
Realty Income (O) misses by $0.02, beats on revs; guides FY22 FFO in-line
REGENXBIO (RGNX) misses by $0.14, beats on revs
Rent-A-Center (RCII) beats by $0.16, beats on revs; guides Q3 EPS in-line, revs below consensus; guides FY22 EPS in-line, revs below consensus
Restaurant Brands Int’l (QSR) beats by $0.09, beats on revs; declares dividend
Revolve Group (RVLV) misses by $0.09, reports revs in-line
Royal Gold (RGLD) beats by $0.17, misses on revs
Shake Shack (SHAK) beats by $0.02, misses on revs; comps +10.1% vs low-to-mid teens prior guidance; guides Q3 revs below consensus
South Jersey Industries (SJI) beats by $0.02, beats on revs
Spire (SR) misses by $0.01, beats on revs; reaffirms FY22 EPS guidance
Sprouts Farmers Market (SFM) beats by $0.06, beats on revs; guides Q3 EPS in-line; guides FY22 EPS above consensus, revs above consensus
Stoneridge (SRI) misses by $0.07, beats on revs; guides FY22 EPS in-line, revs in-line
Sturm Ruger (RGR) misses by $0.33, misses on revs
Summit Materials (SUM) beats by $0.07, reports revs in-line; reiterates adjusted EBITDA guidance for 2022
Sunrun (RUN) beats by $0.01, beats on revs
Tandem Diabetes Care (TNDM) misses by $0.26, misses on revs; lowers FY22 revs below consensus
Teekay Tankers (TNK) beats by $0.12, beats on revs
Tenneco (TEN) beats by $0.41, beats on revs; reiterates intent to complete transaction with Apollo Funds in 2H22
Tetra Tech (TTEK) beats by $0.03, beats on revs; guides Q4 (Sep) EPS in-line, revs in-line
Toyota Motor (TM) misses by JPY0.13; beats on revs; sees FY23 EPS and revs below consensus
Trupanion (TRUP) misses by $0.11, beats on revs
UGI Corp (UGI) misses by $0.06, beats on revs; lowers FY22 guidance
Unisys (UIS) beats by $0.16, beats on revs; guides FY22 revs below consensus
Uniti Group (UNIT) beats by $0.05, beats on revs; guides FY22 FFO above consensus, revs in-line
Upland Software (UPLD) beats by $0.11, reports revs in-line; guides Q3 revs in-line; guides FY22 revs in-line
Udemy (UDMY) beats by $0.06, beats on revs; guides Q3 revs in-line; guides FY22 revs in-line
Valvoline (VVV) misses by $0.01, beats on revs; guides FY22 EPS in-line, revs mostly above consensus
Vontier (VNT) beats by $0.02, beats on revs; guides Q3 EPS below consensus; guides FY22 EPS in-line
Warrior Met Coal (HCC) beats by $0.63, beats on revs
Wayfair (W) misses by $0.06, beats on revs
Werner Enterprises (WERN) misses by $0.16, beats on revs
Western Midstream (WES) misses by $0.03, beats on revs
Western Union (WU) beats by $0.10, reports revs in-line; reaffirms FY22 EPS guidance, guides FY22 revs in-line
WestRock (WRK) beats by $0.06, reports revs in-line
WeWork (WE) reports Q2 (Jun) results, misses on revs; reaffirms FY22 revs guidance
WillScot Mobile Mini (WSC) beats by $0.04, beats on revs; guides FY22 revs above consensus; replenished share repurchase authorization to $1.0 bln as of July 21
Xencor (XNCR) misses by $0.10, misses on revs
Yellow Corporation (YELL) beats by $0.70, beats on revs
YETI Holdings (YETI) misses by $0.05, reports revs in-line; lowers FY22 EPS below consensus, revs below consensus
Zeta Global (ZETA) reports Q2 (Jun) results, beats on revs; guides Q3 revs above consensus; guides FY22 revs above consensus; authorizes $50 mln stock repurchase program