4.26.22 U.S. Earnings/Guidance

  • 3D Systems ( DDD ) CFO Jagtar Narula is stepping down, effective May 20; co reiterates FY22 guidance
  • 3M ( MMM ) beats by $0.34, reports revs in-line; reaffirms FY22 EPS guidance
  • Albany Intl ( AIN ) beats by $0.14, beats on revs; sees FY 22 EPS/revs below consensus
  • Alexandria RE ( ARE ) beats by $0.05, beats on revs; guides FY22 FFO in-line
  • Allegion ( ALLE ) beats by $0.09, beats on revs; reaffirms FY22 EPS guidance, guides FY22 revs above consensus
  • American Campus Communities ( ACC ) beats by $0.05, beats on revs (being acquired by Blackstone Funds)
  • Ameriprise Financial ( AMP ) beats by $0.08, misses on revs
  • Arch Coal ( ARCH ) beats by $1.21, beats on revs
  • Archer-Daniels ( ADM ) beats by $0.49, beats on revs
  • Ares Capital ( ARCC ) misses by $0.03, misses on revs
  • Armstrong World Industries ( AWI ) misses by $0.11, misses on revs; reaffirms FY22 EPS guidance, revs guidance
  • Avery Dennison ( AVY ) beats by $0.23, beats on revs; raises FY22 EPS guidance in-line
  • Axalta Coating Systems ( AXTA ) beats by $0.05, beats on revs; guides FY22 EPS below consensus, revs above consensus
  • Brown & Brown ( BRO ) beats by $0.03, beats on revs
  • Cadence Bank ( CADE ) beats by $0.04, net interest revenue increased 80.4% yr/yr to $311.8 mln
  • Cadence Design ( CDNS ) beats by $0.15, beats on revs; guides Q2 EPS above consensus, revs above consensus; guides FY22 EPS above consensus, revs above consensus
  • Calix Networks ( CALX ) beats by $0.02, beats on revs; guides Q2 EPS below consensus, revs above consensus
  • Cathay Bancorp ( CATY ) beats by $0.09, beats on revs
  • Centene ( CNC ) beats by $0.14, beats on revs; raises FY22 EPS mostly above consensus, raises revs above consensus
  • Corning ( GLW ) beats by $0.05, beats on core revs; guides Q2 core EPS in-line, core revs above consensus; increases FY22 core revenue guidance
  • Crane ( CR ) beats by $0.13, reports revs in-line; reaffirms FY22 EPS guidance; agrees to divest its Canadian distribution business for CAD 380 mln
  • D.R. Horton ( DHI ) beats by $0.63, beats on revs; guides FY22 revs in-line; authorizes buyback
  • Entegris ( ENTG ) beats by $0.07, beats on revs; guides Q2 EPS in-line, revs in-line
  • First Commonwealth ( FCF ) reports EPS in-line, misses on revs; increases quarterly dividend 4.3% to $0.12/share
  • General Electric ( GE ) beats by $0.05, reports revs in-line
  • Graphic Packaging ( GPK ) beats by $0.10, beats on revs; reiterates FY22 EPS in-line, revs in-line
  • Heartland Financial ( HTLF ) beats by $0.08, reports revs in-line
  • HealthStream ( HSTM ) beats by $0.04, reports revs in-line; guides FY22 revs in-line
  • Helix Energy ( HLX ) misses by $0.06; beats on revs
  • Hexcel ( HXL ) beats by $0.04, beats on revs; reaffirms FY22 EPS guidance, revs guidance
  • HSBC Holdings ( HSBC ) reports in-line results; CET1 falls to 14.1%; provides outlook
  • Hubbell ( HUBB ) beats by $0.26, beats on revs; guides FY22 EPS in-line, revs above consensus
  • Independent Bank Group ( IBTX ) beats by $0.04, reports revs in-line
  • Insperity ( NSP ) beats by $0.19, beats on revs; guides Q2 EPS mostly above consensus; guides FY22 EPS mostly above consensus
  • Invesco ( IVZ ) misses by $0.06, beats on revs
  • JetBlue Airways ( JBLU ) beats by $0.05, reports revs in-line
  • Medpace ( MEDP ) beats by $0.38, beats on revs; guides FY22 EPS in-line, revs in-line
  • MSCI ( MSCI ) beats by $0.19, reports revs in-line
  • New Oriental Education & Technology ( EDU ) reports Q3 results
  • Northern Trust ( NTRS ) beats by $0.13, beats on revs
  • Novartis AG ( NVS ) beats by $0.01, reports revs in-line; reaffirms FY22 revs guidance
  • O-I Glass ( OI ) beats by $0.17, beats on revs; guides Q2 EPS in-line; raises upper end of FY22 EPS guidance range
  • Orange ( ORAN ) reports Q1 results; beats on revs; reaffirms outlook
  • Pacific Premier ( PPBI ) misses by $0.04, misses on revs
  • Packaging Corp ( PKG ) beats by $0.20, beats on revs; guides Q2 EPS above consensus
  • PepsiCo ( PEP ) beats by $0.06, beats on revs; guides FY22 EPS below consensus, revs above consensus
  • Polaris Industries ( PII ) misses by $0.48, misses on revs; reaffirms FY22 EPS guidance, revs guidance
  • PotlatchDeltic ( PCH ) beats by $0.33, beats on revs
  • Raytheon Technologies ( RTX ) beats by $0.13, reports revs in-line; reaffirms FY22 EPS guidance, lowers FY22 revs below consensus
  • Retail Opportunity Investments ( ROIC ) beats by $0.02, beats on revs; guides FY22 FFO in-line
  • Ring Energy ( REI ) announces operational and financial update for the company’s first quarter 2022 sales, drilling program and further debt repayment
  • Roper ( ROP ) beats by $0.09, beats on revs; guides Q2 EPS above consensus; raises FY22 EPS with midpoint above consensus
  • SBA Comm ( SBAC ) beats by $0.47, beats on revs; raises FY22 guidance
  • Sensata Tech ( ST ) beats by $0.02, beats on revs; guides Q2 EPS, revs below consensus; reaffirms FY22 EPS guidance, revs guidance
  • Sherwin-Williams ( SHW ) beats by $0.08, beats on revs; reaffirms FY22 EPS guidance
  • Shutterstock ( SSTK ) beats by $0.14, misses on revs; guides FY22 EPS above consensus, revs in-line
  • Simpson Manufacturing ( SSD ) beats by $0.51, beats on revs
  • SITE Centers ( SITC ) beats by $0.02, beats on revs; guides FY22 FFO in-line
  • Southside Banc ( SBSI ) beats by $0.08
  • The Aaron’s Company ( AAN ) beats by $0.21, misses on revs; updates guidance to reflect closing of BrandsMart acquisition
  • TransUnion ( TRU ) beats by $0.01, beats on revs; guides Q2 EPS in-line, revs above consensus; guides FY22 EPS in-line, revs above consensus
  • TrueBlue ( TBI ) beats by $0.08, beats on revs
  • UBS AG ( UBS ) beats by $0.13, beats on revs
  • Universal Health ( UHS ) misses by $0.32, beats on revs
  • UPS ( UPS ) beats by $0.17, beats on revs; reaffirms FY22 revs guidance
  • Valero Energy ( VLO ) beats by $0.57, beats on revs
  • Warner Bros. Discovery ( WBD ) reports Q1 (Mar) results
  • Waste Mgmt ( WM ) beats by $0.15, beats on revs; noted it is on a path to comfortably achieve its FY22 guidance
  • Whirlpool ( WHR ) beats by $0.52, misses on revs; guides FY22 EPS below consensus, revs below consensus; initiates strategic review of its EMEA business
  • W.R. Berkley ( WRB ) beats by $0.16
  • Zions Bancorp ( ZION ) beats by $0.13, misses on revs
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