AfternsAfterns
Earnings brief

US stock earnings,
the key summary

Earnings results, key call takeaways, the stock reaction, and what it means.

This week
10/wk26
10/wk113
9/wk48
9/wk31
9/wk216
9/wk130
8/wk440
8/wk321
8/wk269
8/wk1453
7/wk5392
7/wk4167
HD7/wk36
Summary

8 companies reported in 9/21–9/25, and 6 beat consensus.

Thu 9/24 · 3

Darden Restaurants Inc.
DRI · Pre-market
day-after-3.0%
miss avg +0.8%
EPS
$2.05-0.2%
vs est $2.05
Revenue
$3.2B+5%
vs LY $3.0B
Call summary pending
Summarizing the earnings call. Arrives soon.
SN
TD SYNNEX Corporation
SNX · Pre-market
day-after-9.9%
beat avg +2.2%
EPS
$5.68+20.8%
vs est $4.70
Revenue
$21.6B+38%
vs LY $15.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Costco Wholesale Corporation
COST · After close
day-after+2.9%
beat avg +0.0%
EPS
$6.75+3.4%
vs est $6.53
Revenue
$95.7B+11%
vs LY $86.2B
Solid revenue growth and enhanced profitability driven by membership
Positives
  • ▲Double-digit revenue growth and membership expansion
  • ▲Strong growth in digital channels
  • ▲Broad-based performance across segments
Concerns
  • ▼Margin pressure from increased LIFO charges
  • ▼Net income boosted by non-recurring items
  • ▼Increased cash flow pressure from rising CAPEX
“Net income for the fourth quarter came in at $2.998 billion, or $6.75 per diluted share. This year's results include a non-recurring benefit of $0.15 per diluted share from IEEPA tariff refunds.”
· Gary Millerchip, CFO

Wed 9/23 · 3

Cintas Corporation
CTAS · Pre-market
day-after-3.4%
beat avg +2.6%
EPS
$1.36+0.2%
vs est $1.36
Revenue
$3.0B+11%
vs LY $2.7B
Call summary pending
Summarizing the earnings call. Arrives soon.
Paychex Inc.
PAYX · Pre-market
day-after-8.8%
beat avg -1.2%
EPS
$1.34+1.6%
vs est $1.32
Revenue
$1.6B+9%
vs LY $1.5B
Call summary pending
Summarizing the earnings call. Arrives soon.
General Mills Inc.
GIS · Pre-market
day-after+1.0%
beat avg -0.4%
EPS
$0.75+4.5%
vs est $0.72
Revenue
$4.4B-3%
vs LY $4.5B
Call summary pending
Summarizing the earnings call. Arrives soon.

Tue 9/22 · 2

AutoZone Inc.
AZO · Pre-market
day-after+3.3%
beat avg -1.4%
EPS
$56.05+4.0%
vs est $53.89
Revenue
$6.6B+6%
vs LY $6.2B
Call summary pending
Summarizing the earnings call. Arrives soon.
TH
Thor Industries Inc.
THO · Pre-market
day-after+5.5%
miss avg -5.0%
EPS
$0.78-15.2%
vs est $0.92
Revenue
$2.3B-8%
vs LY $2.5B
Call summary pending
Summarizing the earnings call. Arrives soon.

Figures from press releases (SEC 8-K); call highlights summarized from earnings-call transcripts. Next-day reactions fill in after the following close.