Earnings360 Newsletter for 1/17/2025

Earnings360 Newsletter for 1/17/2025
Earnings Highlights: BSAC, DAL, PEP, GIS, STZ, NKE, FDXF, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Three megatrends. One stock. (ad)
My next Netflix-sized prediction
Whitney Tilson - dubbed 'The Prophet' by CNBC after calling the Global Financial Crisis - previously recommended Netflix before an 11,000% rise and Amazon before a 9,000% gain. Now he's identified one little-known company sitting at the intersection of the AI boom, the energy crisis, and what he calls the biggest commodity supercycle in 100 years.

One of the most decorated fund managers of the past 50 years has put half of his $9 billion fund into this company. Google's former CEO has partnered with it. Tilson believes a $10,000 investment today could grow to $220,000 long term - and a key government deadline on July 13th may close the window.
 
Watch Whitney Tilson's free presentation to get the full name and tickertc pixel
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
A strange thing happened on Feb. 18, 2025tc 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$138.69$1.97$2.12$0.15$0.00$517.09
CFG Citizens Financial Group$70.36$0.83$0.85$0.02$1.99 thousand$1.96 thousand-.1%
FAST Fastenal$46.49$0.24$0.23($0.01)$1.82 thousand$1.84 thousand3.7%
HBAN Huntington Bancshares$17.87$0.31$0.34$0.03$1.73 thousand$1.87 thousand
RF Regions Financial$31.04$0.55$0.56$0.01$1.82 thousand$1.86 thousand.2%
SIFY Sify Technologies$15.77 - ($999.00) - $0.00$0.00
SLB SLB$47.76$0.90$0.92$0.02$9.28 thousand$9.24 thousand3.3%
STT State Street$180.47$2.29$2.60$0.31$3.41 thousand$3.27 thousand12.1%
TFC Truist Financial$51.71$0.88$0.91$0.03$5.11 thousand$5.05 thousand3.4%
WBS Webster Financial$76.49$1.35$1.43$0.08$661.00$687.53
WIT Wipro$1.88$0.04$0.04$0.00$0.00$222.35 thousand
The Next Big Energy Play (it's not oil or gas) (ad)
The Next Big Energy Play (it's not oil or gas)
The U.S. Geological Survey just confirmed enough of a newly identified American resource buried beneath New England to power the United States for 328 years - and it has nothing to do with oil or gas.

President Trump has already signed three executive orders to accelerate its development. Adam O'Dell, Chief Investment Strategist at Money and Markets, has identified three American companies he believes are positioned to capture the lion's share of this opportunity.
 
Read Adam O'Dell's full breakdown and see the three companies nowtc pixel

Thursday, January 16 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
BAC Bank of America$59.68$0.77$0.82$0.05$25.30 thousand$25.12 thousand15.0%
FHN First Horizon$25.75$0.38$0.43$0.05$793.00$820.84
INDB Independent Bank$83.71$1.16$1.21$0.05$0.00$0.00
INFY Infosys$10.95$0.19$0.19$0.00$0.00$0.00
JBHT J.B. Hunt Transport Services$279.96$1.62$1.53($0.09)$3.15 thousand$3.13 thousand-4.5%
MS Morgan Stanley$222.21$1.54$2.22$0.68$16.23 thousand$15.03 thousand25.9%
MTB M&T Bank$242.24$3.70$3.92$0.22$0.00$2.34 thousand
OZK Bank OZK$50.67$1.44$1.56$0.12$412.34$407.191.2%
PNC The PNC Financial Services Group$251.99$3.26$3.77$0.51$5.57 thousand$5.51 thousand3.8%
TSM Taiwan Semiconductor Manufacturing$434.64$2.16$2.24$0.08$0.00$0.00
UNH UnitedHealth Group$425.05$6.74$6.81$0.07$100.81 thousand$101.60 thousand6.8%
USB U.S. Bancorp$62.49$1.06$1.07$0.01$7.01 thousand$7.00 thousand3.7%
WABC Westamerica Bancorporation$58.35$1.19$1.19$0.00$0.00$0.00

Upcoming Earnings Reports

CompanyRelease DateRelease Time
AGYS Agilysys7/20/2026Afternoon
ASRV AmeriServ Financial7/21/2026Morning
BFC Bank First National7/21/2026Morning
BIOQ Bioqual4/9/2026Morning
CASH Pathward Financial7/22/2026Afternoon
CBU Community Financial System7/28/2026Morning
CEFC Commercial National Financial4/22/2026Afternoon
COF Capital One Financial7/21/2026Afternoon
CPKF Chesapeake Financial Shares8/18/2026Afternoon
DHI D.R. Horton7/21/2026Morning
FBK FB Financial7/13/2026Morning
FOR Forestar Group7/21/2026Morning
FSBW FS Bancorp7/28/2026Morning
FULT Fulton Financial7/22/2026Afternoon
GSBC Great Southern Bancorp7/15/2026Afternoon
FCOB 1st Colonial Bancorp1/1/2000Afternoon
HWC Hancock Whitney7/21/2026Afternoon
KEY KeyCorp7/21/2026Morning
IBKR Interactive Brokers Group7/21/2026Afternoon
MBWM Mercantile Bank7/21/2026Morning
MCBS MetroCity Bankshares7/24/2026Morning
MMM 3M7/21/2026Morning
NFLX Netflix7/16/2026Afternoon
NIC Nicolet Bankshares7/21/2026Morning
ONB Old National Bancorp7/21/2026Morning
PEBO Peoples Bancorp7/21/2026Morning
PNFP Pinnacle Financial Partners7/22/2026Afternoon
QNBC QNB7/28/2026N/A
SCHW Charles Schwab7/21/2026Morning
SFNC Simmons First National7/16/2026Afternoon
TPCS Techprecision1/1/2000Afternoon
UAL United Airlines7/15/2026Morning
UMC United Microelectronics7/29/2026Morning
ZION Zions Bancorporation, N.A.7/20/2026Afternoon
UVSP Univest Corporation of Pennsylvania7/22/2026Afternoon
WSBC WesBanco7/21/2026Afternoon
TRV Travelers Companies7/17/2026Morning
TXT Textron7/28/2026Morning
SLG SL Green Realty7/22/2026Afternoon
STLD Steel Dynamics7/20/2026Afternoon
SYBT Stock Yards Bancorp7/29/2026Morning
TCBX Third Coast Bancshares7/22/2026Morning
TDY Teledyne Technologies7/22/2026Morning
TEL TE Connectivity7/22/2026Morning
TFIN Triumph Financial7/21/2026Afternoon
TOWN Towne Bank7/22/2026Morning
RLI RLI7/22/2026Afternoon
QCRH QCR7/22/2026Afternoon
PG Procter & Gamble7/29/2026Morning
PLXS Plexus7/29/2026Morning
OSBC Old Second Bancorp7/22/2026Afternoon
PBCO PBCO Financial1/23/2026Afternoon
NVEC NVE7/22/2026Afternoon
OFG OFG Bancorp7/21/2026Morning
MPB Mid Penn Bancorp7/22/2026Morning
NBBK NB Bancorp7/22/2026Afternoon
NBHC National Bank7/21/2026Afternoon
NFBK Northfield Bancorp7/29/2026Morning
MLGF Malaga Financial1/1/2000Afternoon
INBK First Internet Bancorp7/22/2026Afternoon
JNJ Johnson & Johnson7/15/2026Morning
KMI Kinder Morgan7/15/2026Afternoon
KNX Knight-Swift Transportation7/22/2026Afternoon
LPL LG Display7/29/2026Morning
HXL Hexcel7/29/2026Afternoon
FMCB Farmers & Merchants Bancorp7/16/2026Afternoon
FNLC First Bancorp, Inc (ME)7/22/2026Afternoon
HAL Halliburton7/21/2026Morning
HARL Harleysville Savings Financial7/15/2026Morning
HBNC Horizon Bancorp (IN)7/22/2026Afternoon
HBT HBT Financial7/27/2026Morning
HDB HDFC Bank7/18/2026Morning
HWBK Hawthorn Bancshares7/29/2026N/A
GCBC Greene County Bancorp7/23/2026Morning
GEV GE Vernova7/22/2026Morning
FCCO First Community7/22/2026Morning
EGBN Eagle Bancorp7/22/2026Afternoon
EQBK Equity Bancshares7/14/2026Morning
CVBF CVB Financial7/22/2026Morning
COFS ChoiceOne Financial Services7/24/2026Morning
CMA Comerica4/20/2026Morning
CNS Cohen & Steers7/16/2026Morning
CATY Cathay General Bancorp7/28/2026Afternoon
CBAN Colony Bankcorp7/22/2026Morning
CBSH Commerce Bancshares7/16/2026Morning
BKU BankUnited7/22/2026Morning
BWFG Bankwell Financial Group7/23/2026Afternoon
CACI CACI International8/5/2026Morning
CADE Cadence Bank4/20/2026Afternoon
BANR Banner7/22/2026Morning
AA Alcoa7/16/2026Afternoon
ABT Abbott Laboratories7/16/2026Morning
ALK Alaska Air Group7/22/2026Morning
ALLY Ally Financial7/21/2026Morning
APH Amphenol7/29/2026Morning

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