Reply To: Traders Market Weekly: Global Market Dislocation at a Precipice


Apogee Enterprises (APOG) beats by $0.23, beats on revs; raises FY23 EPS above consensus, revs above consensus
Arthur J. Gallagher (AJG) CFO provides updates on various metrics in slide presentation; sees Q2 Adjusted EBITDAC Margin for brokerage segment of 32.0%
Cognex (CGNX) raises its Q3 revenue guidance due to its ability to fulfill customer demand sooner than anticipated
Ericsson (ERIC) publishes restated segment financials
Ford Motor (F) reaffirms FY22 adjusted EBIT of $11.5-12.5 bln; expects Q3 adjusted EBIT of $1.4-1.7 bln; expects 40,000-45,000 vehicles in inventory by end of Q3 lacking parts in short supply
Iron Mountain (IRM) reaffirms FY22 revenue guidance in slide presentation
Olin (OLN) lowers Q3 adjusted EBITDA guidance to a range of $530-550 million (prior guidance called for adjusted EBITDA of approximately $618 mln)
Omnicell (OMCL) in slide presentation sees 2025 advanced services recurring revenue of $375-600 mln
ONE Gas (OGS) reaffirms FY22 EPS guidance in slide presentation