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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Army Picks One Firm for Heavy Rare Earth Processing (ad)
80 Days Until America's Rare Earth Supply Chain Shift
China controls more than 90% of global rare earth alloy production, leverage it is using to restrict exports to the U.S.

With a January 1, 2027 deadline approaching, the Pentagon selected four companies to build critical mineral processing facilities on U.S. military bases. Only one was chosen for heavy rare earths - a Nasdaq-listed firm with an Ohio metallurgy facility under Pentagon contracts and rights to 80% of output from a major Canadian processing plant.
 
See why this rare earth stock deserves a closer look todaytc 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
Need to confirm your interesttc 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$130.05$1.97$2.12$0.15$517.09 million - →
CFG Citizens Financial Group$65.25$0.83$0.85$0.02$1.96 billion$1.99 billion-.1%→
FAST Fastenal$51.45$0.24$0.23($0.01)$1.84 billion$1.82 billion3.7%→
HBAN Huntington Bancshares$15.70$0.31$0.34$0.03$1.87 billion$1.73 billion→
RF Regions Financial$28.41$0.55$0.56$0.01$1.86 billion$1.82 billion.2%→
SLB SLB$53.71$0.90$0.92$0.02$9.24 billion$9.28 billion3.3%→
STT State Street$173.39$2.29$2.60$0.31$3.27 billion$3.41 billion12.1%→
TFC Truist Financial$48.39$0.88$0.91$0.03$5.05 billion$5.11 billion3.4%→
WIT Wipro$2.07$0.04$0.04$0.00$222.35 billion - →
Elon’s AI Masterkey — Get In Before Dec 8th (ad)
The $100 Stock Behind Elon's Next Move
A small, publicly traded supplier trading under $100 a share has reportedly worked alongside Elon Musk for more than a decade.

A federal filing may outline Musk's next major move: an AI network of up to a million satellites powered by the sun. James Altucher says this supplier holds the piece Musk doesn't own.
 
Watch James Altucher's free Masterclass on this Musk-linked supplier stocktc pixel

Thursday, January 16 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
BAC Bank of America$50.90$0.77$0.82$0.05$25.12 billion$25.30 billion15.0%→
FHN First Horizon$23.22$0.38$0.43$0.05$820.84 million$793 million→
INDB Independent Bank$82.72$1.16$1.21$0.05 - - →
INFY Infosys$12.09$0.19$0.19$0.00 - - →
JBHT J.B. Hunt Transport Services$223.26$1.62$1.53($0.09)$3.13 billion$3.15 billion-4.5%→
MS Morgan Stanley$190.43$1.54$2.22$0.68$15.03 billion$16.23 billion25.9%→
MTB M&T Bank$220.36$3.70$3.92$0.22$2.34 billion - →
OZK Bank OZK$50.51$1.44$1.56$0.12$407.19 million$412.34 million1.2%→
PNC The PNC Financial Services Group$228.32$3.26$3.77$0.51$5.51 billion$5.57 billion3.8%→
TSM Taiwan Semiconductor Manufacturing$439.35$2.16$2.24$0.08 - - →
UNH UnitedHealth Group$406.81$6.74$6.81$0.07$101.60 billion$100.81 billion6.8%→
USB U.S. Bancorp$59.65$1.06$1.07$0.01$7.00 billion$7.01 billion3.7%→
WABC Westamerica Bancorporation$60.92$1.19$1.19$0.00 - - →

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