Earnings360 Newsletter for 1/17/2025

Earnings360 Newsletter for 1/17/2025
Taiwan Semiconductor Manufacturing, UnitedHealth Group, Bank of America & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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These 5 Stocks Could Power AI’s Next Boom (ad)
5 Stocks Hiding Behind the Robot Revolution
AI is expanding beyond software into robots, factories, vehicles, and intelligent machines. That shift could create a new group of market leaders before most investors notice.

A complimentary report, 5 Stocks Powering the Physical AI Revolution, identifies five companies positioned at the center of this shift, along with the technologies, growth drivers, and risks to understand.
 
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Top Earnings News
Earnings call transcript: Home BancShares Q4 2024 misses EPS forecasts
Rush Enterprises, Inc. Conference Call Advisory for Fourth Quarter and Year-End 2024 Earnings Results
Elon Musk… A Total Fraud?tc pixel 
What Goldman Sachs’ Quarterly Results Reveal About the Economy
Cintas: Trade Uncertainty Creates a Buy-the-Dip Opportunity

Friday, January 17 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
BOKF BOK Financial$130.22$1.97$2.12$0.15$517.09 million - →
CFG Citizens Financial Group$63.77$0.83$0.85$0.02$1.96 billion$1.99 billion-.1%→
FAST Fastenal$51.91$0.24$0.23($0.01)$1.84 billion$1.82 billion3.7%→
HBAN Huntington Bancshares$15.78$0.31$0.34$0.03$1.87 billion$1.73 billion→
RF Regions Financial$28.59$0.55$0.56$0.01$1.86 billion$1.82 billion.2%→
SLB SLB$53.78$0.90$0.92$0.02$9.24 billion$9.28 billion3.3%→
STT State Street$169.63$2.29$2.60$0.31$3.27 billion$3.41 billion12.1%→
TFC Truist Financial$48.74$0.88$0.91$0.03$5.05 billion$5.11 billion3.4%→
WIT Wipro$2.16$0.04$0.04$0.00$222.35 billion - →
AI doesn’t run on hype. It runs on this. (ad)
9 stocks tied to AI’s physical backbone
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A free StockEarnings briefing breaks down 9 public companies tied to the data-center buildout, including their competitive moats, growth catalysts, and key risks to watch.

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Thursday, January 16 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
BAC Bank of America$50.03$0.77$0.82$0.05$25.12 billion$25.30 billion15.0%→
FHN First Horizon$23.25$0.38$0.43$0.05$820.84 million$793 million→
INDB Independent Bank$82.74$1.16$1.21$0.05 - - →
INFY Infosys$12.56$0.19$0.19$0.00 - - →
JBHT J.B. Hunt Transport Services$221.08$1.62$1.53($0.09)$3.13 billion$3.15 billion-4.5%→
MS Morgan Stanley$184.38$1.54$2.22$0.68$15.03 billion$16.23 billion25.9%→
MTB M&T Bank$220.43$3.70$3.92$0.22$2.34 billion - →
OZK Bank OZK$50.65$1.44$1.56$0.12$407.19 million$412.34 million1.2%→
PNC The PNC Financial Services Group$227.88$3.26$3.77$0.51$5.51 billion$5.57 billion3.8%→
TSM Taiwan Semiconductor Manufacturing$405.05$2.16$2.24$0.08 - - →
UNH UnitedHealth Group$406.67$6.74$6.81$0.07$101.60 billion$100.81 billion6.8%→
USB U.S. Bancorp$59.47$1.06$1.07$0.01$7.00 billion$7.01 billion3.7%→
WABC Westamerica Bancorporation$60.73$1.19$1.19$0.00 - - →

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