Earnings week continues to supply investors with data across multiple sectors as Thursday brings reports from companies ranging from industrial and networking equipment makers to apparel and medical device manufacturers and software platforms.
Who is reporting
Companies expected to issue quarterly results include Samsara, a provider of a connected operations cloud; Ciena, a major networking equipment supplier; Lululemon Athletica, the athletic apparel retailer; Cooper Companies, a medical device maker; and Guidewire Software, a provider of insurance industry software. Additional firms on the calendar span footwear, building products, spirits, machinery and other areas of consumer and industrial activity.
Consensus estimates - Earnings Before the Open
- Brown Shoe Comp Inc (CAL) - Estimated EPS: $0.2767, Estimated Revenue: $652.92M
- Columbus McKinnon (CMCO) - Estimated EPS: $0.465, Estimated Revenue: $374.96M
- Ciena (CIEN) - Estimated EPS: $1.46, Estimated Revenue: $1.5B
- Brown Forman Corp A (BFa) - Estimated EPS: $0.3227, Estimated Revenue: $875.4M
- Toro Co. (TTC) - Estimated EPS: $1.5, Estimated Revenue: $1.39B
- Brown Forman B (BFb) - Estimated EPS: $0.324, Estimated Revenue: $878.8M
Consensus estimates - Earnings After the Close
- Samsara (IOT) - Estimated EPS: $0.1304, Estimated Revenue: $455.2M
- Planet Labs PBC (PL) - Estimated EPS: -$0.0439, Estimated Revenue: $90M
- ServiceTitan (TTAN) - Estimated EPS: $0.05
- Quanex Building Products Corp (NX) - Estimated EPS: $0.315, Estimated Revenue: $441.5M
- Cooper Companies Inc (COO) - Estimated EPS: $1.1, Estimated Revenue: $1.05B
- Rubrik (RBRK) - Estimated EPS: -$0.53
- Lululemon Athletica (LULU) - Estimated EPS: $1.69, Estimated Revenue: $2.44B
- Torrid Holdings (CURV) - Estimated EPS: -$0.0117, Estimated Revenue: $239.88M
Additional names on the calendar
- Industrea Acquisition A (BBCP) - Estimated EPS: $0.005, Estimated Revenue: $96.22M
- Zumiez Inc (ZUMZ) - Estimated EPS: -$0.7474, Estimated Revenue: $191.02M
- Guidewire Software Inc (GWRE) - Estimated EPS: $0.7431, Estimated Revenue: $355.99M
- DocuSign Inc (DOCU) - Estimated EPS: $0.9956, Estimated Revenue: $823.23M
- Argan (AGX) - Estimated EPS: $1.82, Estimated Revenue: $249.39M
Market context and intraday moves
In advance of the reports, intraday price movements and small percentage changes were observed among several of the names listed for Thursday. Quoted moves included CIEN -0.25%, BFb +0.36%, CMCO -3.41%, ZUMZ -1.38%, NX -1.63%, COO +1.44%, BFa +0.35%, CAL -1.46%, AGX +3.39%, GWRE -4.73%, TTC +0.28%, LULU -0.54%, DOCU -4.26%, CURV -8.12%, IOT -1.98%, PL -10.58%, RBRK -2.99%, and TTAN -2.49%.
What to watch
Analysts and investors will be watching reported earnings per share alongside revenue figures to assess demand trends, margin dynamics and the ability of management teams to deliver guidance. Technology and software names may draw focus for recurring revenue trends and cloud adoption metrics, while retailers and consumer goods companies will be evaluated on same-store trends, inventory and revenue per square foot signals where relevant. Industrial and medical device companies will be monitored for order flow, backlog commentary and end-market demand.
How to follow the results
Market participants typically track real-time releases and company conference calls following the filings to hear management commentary. For investors focused on sector-specific catalysts, the Thursday schedule offers data across technology, consumer discretionary, industrials and healthcare equipment segments.