Reply To: Traders Market Weekly: Fear, Greed, War and Volatility


Kinder Morgan (KMI 17.82, +0.06, +0.3%): reports EPS in-line, misses on revs; guides FY24 EPS above consensus
Discover Financial Services (DFS 121.20, +1.31, +1.1%): misses by $1.85, NII increased 11%; On February 20, 2024, company agreed to be acquired by Capital One (COF) in all-stock transaction
CSX (CSX 34.84, +0.68, +2.0%): beats by $0.01, reports revs in-line, volumes up 3%; expects minimal impact from Baltimore port closure; reaffirms FY24 outlook
Las Vegas Sands (LVS 48.25, -1.98, -3.9%): beats by $0.13, beats on revs
Alcoa (AA 36.24, +0.69, +1.9%): misses by $0.17, beats on revs
Elevance Health (ELV 521.04, +12.07, +2.4%): beats by $0.12, reports revs in-line; raised its FY24 EPS above consensus
D.R. Horton (DHI 149.63, +3.89, +2.7%): beats by $0.45, beats on revs; raises FY24 guidance
Alaska Air (ALK 43.12, +0.40, +0.9%): beats by $0.13, beats on revs; guides Q2 EPS above consensus; guides FY24 EPS in-line
Comerica (CMA 50.13, +0.31, +0.6%): beats by $0.20
KeyCorp (KEY 14.16, -0.27, -1.9%): reports Q1 (Mar) results, beats on revs
Apogee Enterprises (APOG 56.25, +0.33, +0.6%): beats by $0.13, beats on revs; guides FY25 EPS in-line, revs in-line
Equifax (EFX 216.10, -21.58, -9.1%): beats by $0.06, reports revs in-line; guides Q2 EPS below consensus, revs below consensus; reaffirms FY24 EPS guidance, revs guidance
Synovus (SNV 33.74, -2.88, -7.9%): reports Q1 (Mar) results, misses on revs; provides updated FY24 guidance in slides: expects adjusted revenue growth at low end of previous forecast; keeps loan and core deposit growth predictions unchanged
Taiwan Semiconductor Manufacturing (TSM 136.96, -2.07, -1.5%): beats by $0.08; beats on revs; guides Q2 revs above consensus; provides another update on the April 3rd Earthquake; expects the total impact to reduce Q2 gross margin by about 50 basis points