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This newsletter, The Earnings Edge, is your new go-to for fast, sharp insights on who’s crushing it this earnings season—and who’s flopping. But if this isn’t your thing, no worries. Just click the unsubscribe link at the bottom and you’ll be removed from this new series (you’ll still get your regular updates from us).
Why are earnings reports so crucial? Simple: they give us a clear window into how companies are really doing—not just what they want us to think. In today’s newsletter, we’re shining a spotlight on the earnings superstars who crushed expectations, and the companies that... well, let’s just say they ‘missed the mark.’
Whether you’re a short-term trader or a long-term investor, this info is gold for deciding your next move. Stick with us to see which stocks you should be watching pre-market today and in the days ahead. The smart money always keeps an eye on earnings—why wouldn’t you?
Major Earnings Before Opening Bell
Here are some key companies releasing earnings before the market opens on Wednesday.
Automatic Data Processing Inc (ADP)
EPS Estimate: $2.97, up 3.13% compared to last year.
Revenue Forecast: $5.49B, up from $5.25B a year earlier.
Earnings Reaction History: In the last 6 reports, ADP stock drop 4 times, with a notable -2.14% plunge in May 2024. On average, earnings swings were around -0.68%.
Trane Technologies plc (TT)
EPS Estimate: $2.2, showing a 13.4% year-over-year increase.
Revenue Forecast: $4.46B, up compared to last year’s $4.22B.
Earnings Reaction History: Of the past 6 earnings releases, TT retire in 4 of them, with a standout -1.43% jump in October 2024. Post-earnings volatility averaged -0.05%.
Caterpillar Inc (CAT)
EPS Estimate: $4.35, representing a -22.32% decrease from last year.
Revenue Forecast: $14.58B vs $15.8B reported a year ago.
Earnings Reaction History: In its last 6 reports, the stock has shown a balanced mix of positive and negative post-earnings sessions. The stock averaged a post-earnings swing of 0.53%.
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Upcoming Earnings Reports
Below is a list of notable companies reporting earnings before the opening bell today.
Ticker | EPS | Revenue | ST Score |
|---|---|---|---|
YUM | $1.28 | $1.85B | 62.0 |
META | $5.22 | $41.36B | 55.0 |
HES | $1.61 | $3.01B | 54.0 |
QCOM | $2.82 | $10.66B | 53.0 |
MSFT | $3.22 | $68.44B | 45.0 |
Monday's Top Beats
Here are the top earnings beats from recent reports:
ProPetro Holding Corp (PUMP)
EPS: $0.09, reflecting a positive earnings surprise of 108.38%.
Revenue: $359.42M, beating estimates by 3.57%.
Market Reaction: PUMP stock price rose by 6.26% following the report.
SoFi Technologies Inc (SOFI)
EPS: $0.06, exceeding expectations by 84.0%.
Revenue: $770.72M, surpassing estimates by 4.3%.
Market Reaction: SOFI stock price increased by 0.53% after the announcement.
Cushman & Wakefield plc (CWK)
EPS: $0.06, beating estimates by 201.32%.
Revenue: $1.54B, Failing expectations by -0.65%.
Market Reaction: CWK shares rose by 4.44% following the earnings report.
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Tuesday's Top Miss
While some companies exceeded expectations, others fell short. Here’s a look at Tuesday’s top earnings miss:
Daqo New Energy Corp ADR (DQ)
EPS: -$1.07, missing estimates by -53.96%.
Revenue: $123.91M, falling short of expectations by -31.95%.
Market Reaction: DQ stock price dropped by -13.77% post earnings release.
Spotify Technology S.A (SPOT)
EPS: $1.16, underperforming estimates by -51.18%.
Revenue: $4.53B, coming in -0.22% below analyst projections.
Market Reaction: SPOT shares dipped -3.48% following the earnings release.
Easterly Government Properties Inc (DEA)
EPS: $0.07, missing analyst estimates by -44.0%.
Revenue: $75.55M, slightly under the target by -3.86%.
Market Reaction: Post earnings, DEA stock dropped -4.26%.
The Numbers Don’t Lie!
Missed earnings can be lessons in disguise, while beats can set the stage for bullish momentum. Take this knowledge, apply it to your strategy, and continue to build a portfolio that's ready for whatever the market throws your way. Stay tuned for more updates on the biggest winners and losers of the week!
Stocks Telegraph Team
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