Earning for July 22
Premarket
VZ, CMCSA, UTX, KO, LMT, DD, MCD, TRV, CS, KMB, MO, OMC, CNC,
IR, STT, SAH, HOG, BTU, GCI, ABG, COL, RF, MJN, ATI, PII, LXK, CSL, HUB.B,
AMTD, AOS, DPZ, CIT, EDU,
After Hours: AAPL, MSFT, ACE, DFS, BRCM, FTI, NBR, VMW, JNPR, RHI, UIS, EA,
XLNX, TSS, HA, IEX, ISRG, CVA, LLTC, CBST
News that matters:
UCTT
Ultra Clean -8.1% AH on soft Q3 guidance
Though Ultra Clean (NASDAQ:UCTT) beat Q2 estimates, it's guiding for Q3 revenue of
$115M-$120M and EPS of $0.13-$0.16, below a consensus of $124.3M and $0.17. No
explanation is given in the earnings release for the light outlook.
Gross margin was 15.9% in Q2 vs. 16.2% in Q1 and 14.6% a year ago. GAAP opex +5% Y/Y to
$13.1M
STLD
Steel Dynamics beats by $0.01, beats on revenue
Steel Dynamics (NASDAQ:STLD): Q2 EPS of $0.31 beats by $0.01.
Revenue of $2.07B (+15.0% Y/Y) beats by $80M.
Sanmina +11% AH on FQ3 beat, strong guidance
Sanmina (NASDAQ:SANM) expects FQ4 revenue of $1.6B-$1.65B and EPS of $0.50-$0.55,
largely above a consensus of $1.58B and $0.51.
Helix Energy Solutions Group beats by $0.03, beats on revenue
Helix Energy Solutions Group (NYSE:HLX): Q2 EPS of $0.44 beats by $0.03.
Revenue of $305.58M (+31.6% Y/Y) beats by $38.56M.
Rambus -3.3% AH due to soft Q3 forecast
Rambus (NASDAQ:RMBS) expects Q3 revenue of $68M-$73M vs. a $72.5M consensus.
Revenue rose 32% Y/Y thanks to Rambus' licensing deals with Micron, Nanya, and Qualcpartly offset by lower Samsung royalty payments. It fell 2% Q/Q due to a one-time paymentrelated to the Nanya deal in Q1.
Royalty revenue totaled $69.7M (up from $57M a year ago), and contract/other revenue $6.8M(up from just $910K a year ago).
Opex +2% Q/Q and +8% Y/Y to $56.4M. Cash/investments fell by $157M Q/Q to $246.4M,thanks to the maturing of $172.5M in convertible debt.
Rent-A-Center EPS and revenue in-line
Rent-A-Center (NASDAQ:RCII): Q2 EPS of $0.38 in-line.
Revenue of $773.2M (+1.7% Y/Y) in-line.
Premarket
VZ, CMCSA, UTX, KO, LMT, DD, MCD, TRV, CS, KMB, MO, OMC, CNC,
IR, STT, SAH, HOG, BTU, GCI, ABG, COL, RF, MJN, ATI, PII, LXK, CSL, HUB.B,
AMTD, AOS, DPZ, CIT, EDU,
After Hours: AAPL, MSFT, ACE, DFS, BRCM, FTI, NBR, VMW, JNPR, RHI, UIS, EA,
XLNX, TSS, HA, IEX, ISRG, CVA, LLTC, CBST
News that matters:
UCTT
Ultra Clean -8.1% AH on soft Q3 guidance
Though Ultra Clean (NASDAQ:UCTT) beat Q2 estimates, it's guiding for Q3 revenue of
$115M-$120M and EPS of $0.13-$0.16, below a consensus of $124.3M and $0.17. No
explanation is given in the earnings release for the light outlook.
Gross margin was 15.9% in Q2 vs. 16.2% in Q1 and 14.6% a year ago. GAAP opex +5% Y/Y to
$13.1M
STLD
Steel Dynamics beats by $0.01, beats on revenue
Steel Dynamics (NASDAQ:STLD): Q2 EPS of $0.31 beats by $0.01.
Revenue of $2.07B (+15.0% Y/Y) beats by $80M.
Sanmina +11% AH on FQ3 beat, strong guidance
Sanmina (NASDAQ:SANM) expects FQ4 revenue of $1.6B-$1.65B and EPS of $0.50-$0.55,
largely above a consensus of $1.58B and $0.51.
Helix Energy Solutions Group beats by $0.03, beats on revenue
Helix Energy Solutions Group (NYSE:HLX): Q2 EPS of $0.44 beats by $0.03.
Revenue of $305.58M (+31.6% Y/Y) beats by $38.56M.
Rambus -3.3% AH due to soft Q3 forecast
Rambus (NASDAQ:RMBS) expects Q3 revenue of $68M-$73M vs. a $72.5M consensus.
Revenue rose 32% Y/Y thanks to Rambus' licensing deals with Micron, Nanya, and Qualcpartly offset by lower Samsung royalty payments. It fell 2% Q/Q due to a one-time paymentrelated to the Nanya deal in Q1.
Royalty revenue totaled $69.7M (up from $57M a year ago), and contract/other revenue $6.8M(up from just $910K a year ago).
Opex +2% Q/Q and +8% Y/Y to $56.4M. Cash/investments fell by $157M Q/Q to $246.4M,thanks to the maturing of $172.5M in convertible debt.
Rent-A-Center EPS and revenue in-line
Rent-A-Center (NASDAQ:RCII): Q2 EPS of $0.38 in-line.
Revenue of $773.2M (+1.7% Y/Y) in-line.
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