04.21.22 US Earnings/Guidance

  • ABB Ltd ( ABB ) misses by $0.02, misses on revs
  • Alaska Air ( ALK ) beats by $0.18, reports revs in-line; guides FY22 revs above consensus
  • Alcoa ( AA ) beats by $0.18, misses on revs
  • Allegiant Travel ( ALGT ) sees Q1 revs above consensus
  • American Airlines ( AAL ) beats by $0.09, reports revs above consensus
  • Anglo American ( NGLOY ) reports Q1 production down 10% yr/yr
  • AT&T ( T ) misses by $0.01, reports revs in-line
  • Atlantic Union Bankshares ( AUB ) misses by $0.04, reports revs in-line
  • AutoNation ( AN ) beats by $0.53, beats on revs
  • Banc of California ( BANC ) beats by $0.40
  • BankUnited ( BKU ) misses by $0.03
  • BHP Group ( BHP ) provides Q3 operations update; reaffirms production guidance of iron ore, metallurgical coal and energy coal; lowers copper guidance
  • Blackstone ( BX ) beats by $0.48, beats on revs
  • Brandywine Realty ( BDN ) beats by $0.01, reports revs in-line; guides FY22 FFO in-line
  • Carvana ( CVNA ) misses by $1.31, beats on revs; no longer providing specific numeric near-term guidance for the remainder of the year
  • Cohen & Steers ( CNS ) beats by $0.09, beats on revs
  • Crown Castle ( CCI ) misses by $0.02, beats on revs; reaffirms FY22 FFO guidance
  • CSX ( CSX ) beats by $0.02, beats on revs
  • CVB Financial ( CVBF ) reports EPS in-line, beats on revs
  • Danaher ( DHR ) beats by $0.10, beats on revs; provides Q2 and FY22 guidance
  • Dover ( DOV ) beats by $0.07, beats on revs; reaffirms FY22 EPS guidance, revs guidance
  • Dow ( DOW ) beats by $0.29, beats on revs
  • Equifax ( EFX ) beats by $0.08, beats on revs; guides Q2 EPS below consensus; lowers FY22 guidance
  • First Industrial Realty ( FR ) beats by $0.01, beats on revs; guides FY22 FFO in-line
  • Globe Life ( GL ) misses by $0.03, reports revs in-line; guides FY22 EPS in-line
  • Herc Holdings ( HRI ) misses by $0.01, beats on revs; raises FY22 EBITDA guidance
  • Huntington Banc ( HBAN ) misses by $0.01, beats on revs
  • Kaiser Alum ( KALU ) reports EPS in-line, beats on revs
  • KeyCorp ( KEY ) misses by $0.04, misses on revs
  • Kinder Morgan ( KMI ) beats by $0.01, beats on revs; announces 3% dividend increase
  • Knight-Swift ( KNX ) beats by $0.09, beats on revs; guides FY22 EPS above consensus
  • Lam Research ( LRCX ) misses by $0.11, misses on revs; guides JunQ EPS below consensus, revs in-line
  • Landstar System ( LSTR ) beats by $0.15, beats on revs; guides Q2 EPS, revs above consensus
  • Liberty Oilfield Services ( LBRT ) reports Q1 (Mar) results, beats on revs; guides Q2 revs above consensus
  • lululemon athletica ( LULU ) reaffirms FY23 guidance at analyst day
  • Marsh McLennan ( MMC ) beats by $0.16, reports revs in-line
  • Nestle ( NSRGY ) reports Q1 sales increased 5.4% yr/yr; reaffirms FY22 outlook
  • NextEra Energy Partners ( NEP ) reports Q1 (Mar) results, misses on revs
  • Pentair ( PNR ) beats by $0.04, beats on revs; guides Q2 EPS in-line, revs above consensus; reaffirms FY22 EPS guidance, guides FY22 revs above consensus
  • Philip Morris International ( PM ) beats by $0.07, beats on revs
  • Quest Diagnostics ( DGX ) beats by $0.22, misses on revs; raises and guides FY22 EPS above consensus, raises revs in-line
  • RLI Corp ( RLI ) beats by $0.45, misses on revs
  • Safehold ( SAFE ) reports EPS in-line, beats on revs
  • Sandy Spring Banc ( SASR ) beats by $0.03
  • SEI Investments ( SEIC ) misses by $0.01, beats on revs
  • Sleep Number ( SNBR ) misses by $0.25, misses on revs; guides FY22 EPS in-line
  • SL Green Realty ( SLG ) beats by $0.01, beats on revs
  • Snap-On ( SNA ) beats by $0.34, beats on revs
  • Sonoco Products ( SON ) beats by $0.13, reports revs in-line; guides Q2 EPS above consensus; guides FY22 EPS above consensus
  • Steel Dynamics ( STLD ) beats by $0.32, beats on revs
  • Synovus ( SNV ) beats by $0.07, reports revs in-line
  • Tenet Healthcare ( THC ) reports Q1 (Mar) results, revs in-line; guides Q2 EPS below consensus, revs in-line; guides FY22 EPS in-line, revs mostly below consensus
  • Tesla ( TSLA ) beats by $0.95, beats on revs; reiterates expectation to achieve 50% average annual growth in deliveries over multi-year horizon
  • Texas Capital ( TCBI ) misses by $0.03, misses on revs; expects FY22 revenue growth to be down low single-digits
  • Tractor Supply ( TSCO ) beats by $0.23, beats on revs; reaffirms FY22 EPS guidance, revs guidance; Comparable store sales increased 5.2%
  • TRI Pointe Homes ( TPH ) beats by $0.19, beats on revs
  • Umpqua Holdings ( UMPQ ) beats by $0.03, beats on revs
  • Union Pacific ( UNP ) reports EPS in-line, beats on revs
  • United Airlines ( UAL ) misses by $0.02, misses on revs; expects to be profitable for FY22; expects highest quarterly revenue in company history in Q2
  • US Foods ( USFD ) sees Q1 EPS and revs above consensus; reaffirms FY22 guidance
  • Valmont ( VMI ) beats by $0.63, beats on revs; guides FY22 EPS above consensus, revs above consensus
  • Vertex Pharma ( VRTX ) receives Marketing Authorization for TRIKAFTA from Health Canada
  • Watsco ( WSO ) beats by $1.10, beats on revs
  • WNS ( WNS ) beats by $0.08, beats on revs; guides FY23 revs in-line
  • Xerox ( XRX ) misses by $0.25, beats on revs; reaffirms FY22 revs guidance
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