🇺🇸 #premarket #сша
премаркет США - акции - upgrad-ы и downgrad-ы:
UPGRADE
#CMCSA Comcast -MoffettNathanson
#TXRH Texas Roadhouse -Wedbush
#CM Canadian Imperial Bank -B of A Securities
#RRR Red Rock Resorts -SunTrust Robinson Humphrey
#TD The Toronto-Dominion Bank -B of A Securities
#LFUS Littelfuse -Baird
#ELF e.l.f. Beauty -Piper Sandler
#WW WW International -Goldman Sachs
#AMAL Amalgamated Bank -Keefe, Bruyette & Woods
DOWNGRADE
#ON ON Semiconductor -BMO Capital
#VIR Vir Biotechnology -JP Morgan
#AWK American Water Works Co -UBS
#VIE Viela Bio -Goldman Sachs
#TNDM Tandem Diabetes Care -Baird
#HUD Hudson -UBS
#SAIA Saia -Stephens & Co.
#YRD Yiren Digital -UBS
#ORAN Orange -Berenberg
#PDD Pinduoduo -Credit Suisse
#VLY Valley National -Stephens & Co.
премаркет США - акции - upgrad-ы и downgrad-ы:
UPGRADE
#CMCSA Comcast -MoffettNathanson
#TXRH Texas Roadhouse -Wedbush
#CM Canadian Imperial Bank -B of A Securities
#RRR Red Rock Resorts -SunTrust Robinson Humphrey
#TD The Toronto-Dominion Bank -B of A Securities
#LFUS Littelfuse -Baird
#ELF e.l.f. Beauty -Piper Sandler
#WW WW International -Goldman Sachs
#AMAL Amalgamated Bank -Keefe, Bruyette & Woods
DOWNGRADE
#ON ON Semiconductor -BMO Capital
#VIR Vir Biotechnology -JP Morgan
#AWK American Water Works Co -UBS
#VIE Viela Bio -Goldman Sachs
#TNDM Tandem Diabetes Care -Baird
#HUD Hudson -UBS
#SAIA Saia -Stephens & Co.
#YRD Yiren Digital -UBS
#ORAN Orange -Berenberg
#PDD Pinduoduo -Credit Suisse
#VLY Valley National -Stephens & Co.
⚡️🇺🇸#отчетности #сша
#MMM 3M Q2 Non-GAAP
-EPS of $1.78 misses by $0.01; GAAP EPS of $2.22 beats by $0.41.
-Revenue of $7.18B (-12.1% Y/Y) misses by $110M.
-Organic growth of -13.1% missing consensus of -10.4%.
#SITC SITE Centers Q2
-FFO of $0.21 beats by $0.02.
-Revenue of $98.26M (-13.4% Y/Y) misses by $0.39M.
#AMAL Amalgamated Bank Q2 Non-GAAP
-EPS of $0.34 beats by $0.09; GAAP EPS of $0.33 beats by $0.09.
-Revenue of $53.11M (+10.2% Y/Y) beats by $2.9M.
#TRU TransUnion Q2 Non-GAAP
-EPS of $0.66 beats by $0.17; GAAP EPS of $0.36 beats by $0.11.
-Revenue of $634M (-4.2% Y/Y) beats by $47.68M.
#OTIS Otis Worldwide Q2 Non-GAAP
-EPS of $0.56 beats by $0.12; GAAP EPS of $0.52 beats by $0.14.
-Revenue of $3.03B (-9.6% Y/Y) beats by $110M.
-Adj operating margin of 15.1% improves by 30bps Y/Y.
#AWI Armstrong World Q2 Non-GAAP
-EPS of $0.75 misses by $0.16; GAAP EPS of $1.03 beats by $0.12.
-Revenue of $203.2M (-25.3% Y/Y) misses by $17.85M.
#MDC M.D.C. Holdings Q2 GAAP
-EPS of $1.31 beats by $0.48.
-Revenue of $886.76M (+21.0% Y/Y) beats by $80.02M.
#PII Polaris Q2 Non-GAAP
-EPS of $1.30 beats by $0.65; GAAP EPS of -$3.82 misses by $4.42.
-Revenue of $1.51B (-15.2% Y/Y) beats by $140M.
-Adj gross margin of 23% vs. consensus of 21.8%.
#CNC Centene Q2 Non-GAAP
-EPS of $2.40 misses by $0.03; GAAP EPS of $2.05 beats by $0.08.
-Revenue of $27.72B (+51.0% Y/Y) beats by $240M.
-Health benefits ratio of 82.1% vs. consensus of 82.3%.
#HUN Huntsman Q2 Non-GAAP
-EPS of -$0.14 beats by $0.04; GAAP EPS of -$0.28 misses by $0.14.
-Revenue of $1.25B (-29.8% Y/Y) beats by $120M.
-Adjusted EBITDA of $54M, compared to consensus of $38.1M.
-Free cash flow from continuing operations of $30M.
#PRLB Proto Labs Q2 Non-GAAP
-EPS of $0.59 beats by $0.23; GAAP EPS of $0.47 beats by $0.22.
-Revenue of $106.58M (-8.0% Y/Y) beats by $6.12M.
#ST Sensata Technologies Q2 Non-GAAP
-EPS of $0.18 beats by $0.02; GAAP EPS of -$0.27 misses by $0.18.
-Revenue of $576.51M (-34.8% Y/Y) in-line.
#MMM 3M Q2 Non-GAAP
-EPS of $1.78 misses by $0.01; GAAP EPS of $2.22 beats by $0.41.
-Revenue of $7.18B (-12.1% Y/Y) misses by $110M.
-Organic growth of -13.1% missing consensus of -10.4%.
#SITC SITE Centers Q2
-FFO of $0.21 beats by $0.02.
-Revenue of $98.26M (-13.4% Y/Y) misses by $0.39M.
#AMAL Amalgamated Bank Q2 Non-GAAP
-EPS of $0.34 beats by $0.09; GAAP EPS of $0.33 beats by $0.09.
-Revenue of $53.11M (+10.2% Y/Y) beats by $2.9M.
#TRU TransUnion Q2 Non-GAAP
-EPS of $0.66 beats by $0.17; GAAP EPS of $0.36 beats by $0.11.
-Revenue of $634M (-4.2% Y/Y) beats by $47.68M.
#OTIS Otis Worldwide Q2 Non-GAAP
-EPS of $0.56 beats by $0.12; GAAP EPS of $0.52 beats by $0.14.
-Revenue of $3.03B (-9.6% Y/Y) beats by $110M.
-Adj operating margin of 15.1% improves by 30bps Y/Y.
#AWI Armstrong World Q2 Non-GAAP
-EPS of $0.75 misses by $0.16; GAAP EPS of $1.03 beats by $0.12.
-Revenue of $203.2M (-25.3% Y/Y) misses by $17.85M.
#MDC M.D.C. Holdings Q2 GAAP
-EPS of $1.31 beats by $0.48.
-Revenue of $886.76M (+21.0% Y/Y) beats by $80.02M.
#PII Polaris Q2 Non-GAAP
-EPS of $1.30 beats by $0.65; GAAP EPS of -$3.82 misses by $4.42.
-Revenue of $1.51B (-15.2% Y/Y) beats by $140M.
-Adj gross margin of 23% vs. consensus of 21.8%.
#CNC Centene Q2 Non-GAAP
-EPS of $2.40 misses by $0.03; GAAP EPS of $2.05 beats by $0.08.
-Revenue of $27.72B (+51.0% Y/Y) beats by $240M.
-Health benefits ratio of 82.1% vs. consensus of 82.3%.
#HUN Huntsman Q2 Non-GAAP
-EPS of -$0.14 beats by $0.04; GAAP EPS of -$0.28 misses by $0.14.
-Revenue of $1.25B (-29.8% Y/Y) beats by $120M.
-Adjusted EBITDA of $54M, compared to consensus of $38.1M.
-Free cash flow from continuing operations of $30M.
#PRLB Proto Labs Q2 Non-GAAP
-EPS of $0.59 beats by $0.23; GAAP EPS of $0.47 beats by $0.22.
-Revenue of $106.58M (-8.0% Y/Y) beats by $6.12M.
#ST Sensata Technologies Q2 Non-GAAP
-EPS of $0.18 beats by $0.02; GAAP EPS of -$0.27 misses by $0.18.
-Revenue of $576.51M (-34.8% Y/Y) in-line.