[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@equilyse1
"$JBL: Jabil $JBL crushed Q4 expectations driven by booming AI infrastructure demandforecasting XX% growth in AI-related revenue to $11.2B in FY26. New North Carolina facility coming in summer 2026 to expand capacity. Next quarter guidance beat EPS by XXX% and revenue by XXX% while full year guidance missed EPS by XXX% and revenue by 0.1%. Company is strategically shifting its portfolio towards higher-margin regulated industrieshealthcare automotive and renewableswhile moving away from lower-margin consumer programs. Healthcare is expected to be a key growth driver while automotive focuses on"
X Link @equilyse1 2025-09-26T10:33Z XXX followers, XX engagements
"$FHN: First Horizon reported strong Q3 2025 earnings with adjusted EPS at $0.51driven by net interest income growth and NIM expansion to 3.55%. The company retained XX% of balances associated with client repricing events. Management is optimistic maintaining full-year revenue guidance and trending towards the higher end of the range. Despite a slight dip in period-end loans C&I portfolio balances grew by $XXX million. Fee income increased by $XX million boosted by FHN Financial's performance. Share buybacks accelerated to $XXX million with $300+ million remaining authorized. First Horizon is"
X Link @equilyse1 2025-10-16T10:39Z XXX followers, XX engagements
"$HUBB: HubbellHBELreported strong Q2 2025 earnings driven by organic growth in Grid Infrastructure and Electrical Solutions leading to double-digit adjusted EPS growth. Full-year outlook raised to 4%6% organic growth with adjusted operating margin expansion. Key growth areas include data centersup 30%and grid modernization. A significant change: Hubbell transitioned to a unified FIFO inventory accounting standard boosting first-half EPS by $XXXX. This simplifies business reviews and better aligns expense recognition. The Utility segment saw X% growth with grid infrastructure up X% while"
X Link @equilyse1 2025-07-30T11:43Z XXX followers, XXX engagements
"$DLTR: Dollar Tree (DLTR) reported a strong Q1 beating adjusted EPS by a penny at $XXXX. Revenue jumped XXXX% driven by a XXX% comp sales increasetraffic up XXX% and ticket up 2.8%. Multi-price strategy is a winner attracting higher-income customers. Sale of Family Dollar is on track promising sharper focus and a stronger balance sheet. However Q2 profits are expected to take a hitdown 45-50% YoYdue to $70M in China tariffs. Full-year revenue guidance reiterated at $18.5-$19.1B (slight miss vs. consensus) and adjusted EPS also reiterated at $5.15-$5.65 (slight miss). DLTR is actively"
X Link @equilyse1 2025-09-03T10:32Z XXX followers, XXX engagements
"$STZ: Constellation Brands $STZ lowered FY26 guidancerevenue -X% to -X% (vs. $9.16B consensus) and adj. EPS $11.30-$11.60 (vs. $XXXXX consensus)citing consumer demand headwinds especially among Hispanic consumers who are worried about socioeconomic factors. New tariffs on cans will also create a $XX million drag across the enterprise. Despite the challenges $STZ sees brand loyalty remaining strong and is focused on innovation. Corona Sunbrew is the number one new beer SKU attracting new customers while Corona Non-Alcoholic is up over XX% YOY. Modelo continues to grow even in new markets"
X Link @equilyse1 2025-10-07T10:33Z XXX followers, XX engagements
"$CDW: CDW reported strong Q2 2025 earnings with net sales up XX% to $X billion and non-GAAP EPS increasing X% to $XXXX. Growth was fueled by a diversified portfolio with strong performance in commercial healthcare the U.K. and Canada offsetting headwinds in federal and education markets. The company reaffirmed its full-year outlook projecting low single-digit growth for the U.S. IT market. CDW's comprehensive solutions drove growth across hardwareup 9%softwareup 16%and servicesup 8%. Strategic investments in AI are paying off with the AI Center of Excellence helping customers navigate AI"
X Link @equilyse1 2025-08-07T11:50Z XXX followers, XXX engagements
"$CFG: Citizens Financial GroupCFGreported a strong Q3 beating revenue and EPS guidance by XXX% and XXX% respectively. The private bank is a standout growing deposits by $3.8B to $12.5B and achieving breakeven. Capital markets also had a record quarter the best since 2021 fueled by strength across M&A debt and equity underwriting. NIM expanded five basis points to X% with expectations to reach XXXX% in Q4 and a medium-term target of 3.25%-3.50%. Management is actively hedging against potential Fed rate cuts. The "Reimagine the Bank" initiative aims for over $400M in run-rate benefits with"
X Link @equilyse1 2025-10-16T10:37Z XXX followers, XX engagements
"$FAST: Fastenal (FAST) reported a strong Q3 2025 beating EPS estimates by 6.4%$1.16 actual vs. $XXXX consensusdriven by double-digit sales growth and margin expansion in a flat industrial economy. Revenue jumped XXXX% to $2.13B fueled by "self-help and market share gains" with pricing contributing XXX percentage points. Management is confident that they can continue to outperform the market. The company is deepening relationships with large customersthose spending over $50K/month grew 15.4%. Fastenal's expansion into non-traditional markets like warehousing and logistics is paying off."
X Link @equilyse1 2025-10-14T10:32Z XXX followers, XX engagements
"$WFC: Wells Fargo reported a solid Q3 driven by prior investments and the asset cap lift with revenue up X% year-over-year. Strategic initiatives target a 17-18% ROTCE medium-term. The company is focused on organic growth in consumer small business banking wealth management and investment bankinggaining 120+ bps of share in U.S. investment banking since 2022. Expense management is a key focusexpenses down $3.6B since 2019 targeting $15B gross saves this year. Headcount reduced XX% since Q2 2020. Credit quality remains strong with improving metrics and resilient consumers. However the company"
X Link @equilyse1 2025-10-15T10:32Z XXX followers, XX engagements
"$NDSN: Nordson CorporationNDSNreported Q2 FY24 sales of $XXX million up X% year-over-year and adjusted EPS of $XXXX slightly above guidance. The Advanced Technology Systems segment drove growth up XX% while the Atrion acquisition continues to exceed expectations. Nordson is divesting select medical contract manufacturing lines to focus on higher-value proprietary medical components. Looking ahead Nordson anticipates Q3 sales of $710-$750 million and adjusted EPS of $2.55-$2.75a miss to consensus estimates. While maintaining full-year expectations the company acknowledges potential"
X Link @equilyse1 2025-08-21T11:39Z XXX followers, 2486 engagements
"$IRM: $IRM reported a stellar Q2 '25 smashing expectations with record revenue of $1.7B (+12% YoY) adjusted EBITDA at $628M (+15% YoY) and AFFO soaring to $370M (+15% YoY). Guidance is up Full-year revenue now expected between $6.79B and $6.94B. Data Centers are a major growth driverrevenue jumped XX% with organic storage growth of 26%. Iron Mountain commenced XX MW of leases and renewed XX MW with strong pricing. ALM also shines boasting XX% reported revenue growth including XX% organic growth. Digital Solutions had another record quarter fueled by the Insight DXP platform. Plus $IRM is"
X Link @equilyse1 2025-08-07T11:47Z XXX followers, XXX engagements
"$JNJ: Johnson & Johnson ($JNJ) reported strong Q3 results driven by XXX% operational sales growth across Innovative Medicine and MedTech. Management raised full-year guidance and expects to exceed 2026 consensus. A major strategic shift: the planned separation of the Orthopaedics business (DePuy Synthes) to sharpen focus on higher-growth markets. Despite STELARA's loss of exclusivity $JNJ achieved double-digit growth across XX brands. Oncology is a key strengthDARZALEX dominates in multiple myeloma and CARVICTI is the "most successful CAR T launch ever" potentially reaching $5B peak sales."
X Link @equilyse1 2025-10-15T10:31Z XXX followers, XX engagements
"$DAL: Delta Air Lines (DAL) reported strong Q3 earnings driven by premium offerings and corporate travel recovery. Loyalty program engagement also boosted results with American Express remuneration up XX% to $X billion. Delta anticipates leading the industry in key financial metrics guiding for a Q4 revenue beat of XXXX% and EPS beat of 2.34%. Full year guidance also beats consensus. Premium revenue jumped X% year-over-year fueled by investments in airport infrastructure and enhanced seating optionsDelta One check-in coming to all hubs by year-end. Corporate sales also trended positively up"
X Link @equilyse1 2025-10-10T10:31Z XXX followers, XX engagements
"$ABT: Abbott LaboratoriesABTreported strong Q3 2025 earnings beating EPS estimates by 1%$5.2 versus $XXXX consensusdriven by medical devices and established pharmaceuticals. Management is confident about sustained growth into 2026 fueled by new products and easing diagnostic headwinds. Full-year revenue was $XXXXXX billion in line with expectations. Medical devices shone growing XXXX% with diabetes care and electrophysiology leading the charge. Continuous glucose monitor sales hit $X billion up 17%. The company sees significant opportunity in expanding CGM use among type X non-insulin users"
X Link @equilyse1 2025-10-16T10:33Z XXX followers, XXX engagements
"$C: Citigroup reported a strong Q3 beating revenue expectations by 2.1%$85.812B actual versus $84B guideddriven by record revenue across all businesses. Adjusted EPS also looks set to beat expectations with management confident on achieving their ROTCE target of 10-11% next year. The company repurchased over $6B in capital including $5B in share repurchases. Citi is making strides in its transformation automating processes with AInearly 180000 employees have access to proprietary AI tools. AI-driven code reviews are creating around 100000 hours of weekly capacity. The divestiture of Banamex"
X Link @equilyse1 2025-10-15T10:33Z XXX followers, XX engagements
"$ROK: Rockwell Automation $ROK Q3 FY25: Sales up 5%organic up over 4%driven by discrete & hybrid industries. They beat their full-year productivity goal early saving $250M+ through enterprise-wide efficiencies. Management raised the midpoint of adjusted EPS outlook to $XX signaling confidence despite ongoing geopolitical & trade headwinds. Software & Control segment shined with organic sales soaring XX% YOY & margins jumping XXX bps to 31.6%. Intelligent Devices saw a X% sales increase but margins dipped. Lifecycle Services sales declined X% YOY with margins down XXX bps. Annual recurring"
X Link @equilyse1 2025-08-07T11:46Z XXX followers, XXX engagements
"$ETR: EntergyETRreported strong Q2 2025 earnings driven by industrial sales growth. The utility is boosting its 4-year capital plan to $XX billion to meet rising customer demand and expand its renewable portfolio. This includes significant investments in solar battery storage and efficient gas units. Weather-adjusted retail sales grew XXX% with industrial sales up nearly 12%. Entergy is increasing its adjusted EPS outlook for 2027 and 2028 while maintaining strong credit metrics. The company is also advancing its grid resilience program investing in hardened infrastructure and new"
X Link @equilyse1 2025-07-31T11:41Z XXX followers, XXX engagements
"$DPZ: Domino's Pizza Inc (DPZ) Q3 2025 showed strong US performance driven by the "Best Deal Ever" promotion and Parmesan Stuffed Crust. Management reiterated X% US comp outlook for 2025in line with expectationsdespite a tough macro environment. DPZ is gaining market share across all income groups bucking restaurant industry trends. The "Best Deal Ever" promotion drove traffic and franchisee profitability leading to its extension. Domino's is optimistic about its DoorDash partnership expecting it to boost US comps into 2026. New menu items like the Parmesan Stuffed Crust also contributed"
X Link @equilyse1 2025-10-15T10:34Z XXX followers, XX engagements
"$MS: Morgan Stanley reported a stellar Q3 beating revenue estimates by X% at $XXXX billion and EPS by XX% at $2.80ROTCE hit a robust 23.5%. Investment banking rebounded strongly with underwriting up over XX% and equity underwriting surging XX% YOY driven by IPO activity. Management is bullish on continued dividend growth and sees investment banking trending upward. Wealth management is booming hitting record revenues of over $X billion with XX% margins. Client assets soared to $X trillion fueled by $XX billion in net new assets. The firm is strategically deploying AI across functions for"
X Link @equilyse1 2025-10-16T10:32Z XXX followers, XX engagements
"$LVS: Las Vegas Sands (LVS) reported a mixed Q2 with Singapore's Marina Bay Sands (MBS) stealing the showhistoric $XXX million EBITDA driven by XX% growth in mass gaming and slot revenue versus 2019. MBS's EBITDA margin hit XXXX% fueled by high-value tourism and recent renovations. Management anticipates MBS could reach $XXX billion in annual EBITDA. Macau's performance lagged but LVS is aggressively reinvesting in customers to boost market share and EBITDA. The Londoner Grand is a bright spot with all 2450 rooms available and strong customer feedback. Sequential improvement in mass GGR"
X Link @equilyse1 2025-10-16T10:36Z XXX followers, XX engagements
"$CBRE: CBRE Group crushed Q2 2025 fueled by double-digit revenue growth in resilient and transactional businesses. They're raising core EPS expectations to $6.10-$6.20over XX% growth Leasing is booming especially in the office sector and Turner & Townsend integration is paying off big. Global leasing revenue jumped XX% with the U.S. office sector leading the charge at 15%. Building Operations & Experience (BOE) is also a star boasting XX% top-line growth. The company is prioritizing M&A in resilient sectors and generated $XXX billion free cash flow on a trailing twelve month basis. Don't"
X Link @equilyse1 2025-07-30T11:41Z XXX followers, XXX engagements
"$CTAS: Cintas is laser-focused on North American organic growth tapping into the vast potential of serving more of the 16-17 million businesses in the US and Canada. Strategic M&A especially in fire protection complements this with acquisitions happening almost every quarter. The uniform direct sales business though a small revenue slice at XXX% is strategically important for cross-selling other services. The company is making big tech investmentsthink AI analytics and large language modelsto boost both customer experience and employee productivity. These investments aim to simplify account"
X Link @equilyse1 2025-09-25T10:31Z XXX followers, XX engagements
"$JBHT: J.B. Huntticker JBHTreported flat year-over-year revenue but improved operating income showcasing effective cost management amid soft freight demand. The company is targeting $XXX million in cost savings through service efficiencies and asset utilizationalready achieving over $XX million in Q3 with most impact expected in 2026. Despite a X% dip in intermodal volumes JBHT outperformed the truckload market boasting a net promoter score of XX. Dedicated Contract Services (DCS) remains strong selling roughly XXX trucks in new deals this quarter on track to meet its 800-1000 annual target."
X Link @equilyse1 2025-10-16T10:38Z XXX followers, XX engagements
"$REXR: Rexford Industrial Realtyfocusing on infill Southern California industrial propertiessaw leasing pick up in July/August exceeding Q2 levels with XXX million square feet leased. Leasing spreads remain healthy at XX% (effective) and XX% (cash). Same property occupancy increased XX bps to 96.6%. They're locking in XXX% annualized embedded rent spreads in recent leasing. The company is strategically disposing of assets$166 million at a XXX% exit cap rateand recycling capital into share repurchases and redevelopment. $XXX million has been allocated to buybacks implying a XXX% yield. A new"
X Link @equilyse1 2025-10-16T10:40Z XXX followers, XX engagements
"$GS: Goldman Sachs crushed Q3 earnings beating revenue estimates by XXX% at $15.2B and adjusted EPS by XXX% at $XXXXX. The firm cited strength across investment banking FICC and equities plus tailwinds from increased sponsor activityup XX% YoYand potential rate cuts. GS is bullish on M&A with a backlog at a three-year high and expects a strong environment through 2026 barring macro disruptions. AWM is a major growth driver hitting a record $3.5T in assets under supervision. The company raised a record $33B in alternatives this quarter and expects to raise approximately $100B this year"
X Link @equilyse1 2025-10-15T10:33Z XXX followers, XX engagements