Briefing.com: Earnings Calendar

Updated: 27-Jul-24 08:55 ET

	Indicates companies have been confirmed, companies without a check box are unconfirmed and still tentative. All release dates are subject to change.

Monday, July 22
Before The Open			Actual		Consensus	Yr Ago	Yr/Yr Rev
	Bank of Hawaii	BOH	0.81		0.87	1.12
	IQVIA	IQV	2.64		2.56	2.43	2.3%
	Truist	TFC	0.91	a	0.83	0.92	-15.9%
	Verizon	VZ	1.15	a	1.15	1.21	.6%
After The Close			Actual		Consensus	Yr Ago	Yr/Yr Rev
	Agilysys	AGYS	0.30	a	0.26	0.18	13.2%
	AGNC Investment	AGNC	0.53	c	0.54	0.67	52.1%
	Alexandria RE	ARE	2.36		2.34	2.24	7.4%
	Bank of N.T. Butterfield & Son	NTB	1.09		1.04	1.22	.4%
	BOK Financial	BOKF	2.54		1.94	2.43
	Brown & Brown	BRO	0.93	a	0.88	0.68	12.5%
	Cadence Bank	CADE	0.73		0.61	0.64
	Cadence Design	CDNS	1.28	a	1.23	1.22	8.6%
	Calix Networks	CALX	0.09	a	0.06	0.36	-24.1%
	Cathay Bancorp	CATY	0.92		0.94	1.28	-12.8%
	Cleveland-Cliffs	CLF	0.11	a	0.00	0.69	-14.9%
	Crown	CCK	1.81	a	1.59	1.68	-2.2%
	Equity Lifestyle Properties	ELS	0.66	a	0.65	0.64	2.7%
	HealthStream	HSTM	0.14		0.12	0.13	3.4%
	KKR Real Estate Finance Trust	KREF	-1.57		-1.71		-6.7%
	Medpace	MEDP	2.75		2.63	1.93	14.6%
	Nucor	NUE	2.68		2.41	5.81	-15.2%
	NXP Semi	NXPI	3.20	a	3.20	3.43	-5.2%
	RBB Bancorp	RBB	0.39		0.34		-20.2%
	RLI Corp	RLI	1.72		1.34	1.16	9.1%
	SAP SE	SAP	1.10	a	1.09	1.07	9.7%
	Simpson Manufacturing	SSD	2.31		2.49	2.50	-.1%
	W.R. Berkley	WRB	1.04		0.92	1.14	10.6%
	Zions Bancorp	ZION	1.28		1.10	1.11	-.5%

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Tuesday, July 23
Before The Open			Actual		Consensus	Yr Ago	Yr/Yr Rev
	A.O. Smith	AOS	1.06	a	1.06	1.01	6.6%
	Albertsons	ACI	0.66	a	0.68	0.93	.9%
	Avery Dennison	AVY	2.42	a	2.26	1.92	6.9%
	Banc of California	BANC	0.12		0.19	0.31
	Coca-Cola	KO	0.84	a	0.81	0.78	3.3%
	Comcast	CMCSA	1.21	a	1.12	1.13	-2.7%
	Community Financial System	CBU	0.95		0.81	0.96	4.9%
	Constellium	CSTM	0.48		0.44	0.21	-7.9%
	Danaher	DHR	1.72	a	1.57	2.05	-2.9%
	First Bancorp	FBP	0.46		0.40	0.39
	Franklin Electric	FELE	1.26		1.31	1.27	-4.6%
	Freeport-McMoRan	FCX	0.46	a	0.38	0.35	15.5%
	GATX	GATX	1.43	a	1.78	1.73	12.7%
	GE Aerospace	GE	1.20	a	0.99	0.74	3.9%
	General Motors	GM	3.06	a	2.70	1.91	7.2%
	Genuine Parts	GPC	2.44	a	2.59	2.44	.8%
	HCA	HCA	5.50	a	4.93	4.29	10.3%
	Heartland Express	HTLD	-0.04		-0.05	0.10	-10.3%
	Herc Holdings	HRI	2.60	a	2.91	2.69	5.7%
	Invesco	IVZ	0.43		0.40	0.31	-.4%
	Kimberly-Clark	KMB	1.96	a	1.71	1.65	-2.0%
	Kiniksa Pharmaceuticals	KNSA	-0.06	a	0.01		51.5%
	Lockheed Martin	LMT	7.11	a	6.45	6.63	8.6%
	Moody's	MCO	3.28		3.02	2.30	21.6%
	MSCI	MSCI	3.64	a	3.55	3.26	14.0%
	Northwest Bancshares	NWBI	0.27	a	0.22
	NVR	NVR	120.69		121.21	116.54
	Old National Bancorp	ONB	0.46	a	0.44	0.54
	PACCAR	PCAR	2.13		2.14	2.33	-2.1%
	Pentair	PNR	1.22	a	1.14	1.03	1.6%
	Peoples Bancorp	PEBO	0.84
	Philip Morris International	PM	1.59	a	1.56	1.60	5.6%
	Polaris Industries	PII	1.38	a	2.26	2.42	-11.5%
	PulteGroup	PHM	3.83	a	3.27	3.21	9.8%
	Quest Diagnostics	DGX	2.35	a	2.33	2.30	2.5%
	Sandy Spring Banc	SASR	0.51		0.43	0.60
	Sherwin-Williams	SHW	3.70	a	3.49	3.29	.5%
	Spotify	SPOT	1.33		1.05	-1.55	19.8%
	UPS	UPS	1.79	a	1.99	2.54	-1.1%
	Webster Financial	WBS	1.26	a	1.34	1.50
After The Close			Actual		Consensus	Yr Ago	Yr/Yr Rev
	Agree Realty	ADC	1.04	a			17.5%
	Alphabet	GOOG	1.89		1.84	1.44	13.6%
	Artisan Partners Asset Mgmt	APAM	0.82	a	0.85	0.71	11.5%
	AVANGRID	AGR	0.49	a	0.38	0.21	21.2%
	Brandywine Realty	BDN	0.22		0.22	0.29	-.5%
	Cal-Maine Foods	CALM	2.32		2.46	2.27	-4.2%
	Canadian Nat'l Rail	CNI	1.84		1.93	1.76	6.7%
	Capital One	COF	3.14	a	3.39	3.52	5.5%
	Chubb	CB	5.38		5.15	4.92	11.8%
	CoStar Group	CSGP	0.15	a	0.09	0.31	11.9%
	East West Banc	EWBC	2.07	a	1.97	2.20	-.9%
	EastGroup	EGP	2.05	a	2.05	1.89	13.7%
	Enova International	ENVA	2.21	a	2.07	1.72	25.8%
	Enphase Energy	ENPH	0.43		0.48	1.47	-57.3%
	EQT Corp.	EQT	-0.08	a	-0.18	-0.17	-6.5%
	First Commonwealth	FCF	0.37		0.35	0.42	-1.8%
	FTAI Aviation Ltd.	FTAI	-2.26	c	0.46	0.46	61.7%
	Highwoods Prop	HIW	0.98	a	0.90	0.94	-1.2%
	Manhattan Assoc	MANH	1.18	a	0.96	0.88	14.8%
	Matador Resources	MTDR	2.05	a	1.75	1.42	32.8%
	Mattel	MAT	0.19	a	0.17	0.10	-.7%
	Nabors Industries	NBR	-4.29	a	-1.57	-0.31	-4.6%
	National Bank	NBHC	0.68		0.74	0.85	-5.5%
	Packaging Corp	PKG	2.20	a	2.15	2.31	6.3%
	PennyMac	PFSI	1.85		2.62	1.11	20.7%
	Range Resources	RRC	0.46	a	0.41	0.30	8.7%
	Red Rock Resorts	RRR	0.59		0.45	0.65	16.9%
	Renasant	RNST	0.69	a	0.66	0.83	11.1%
	Retail Opportunity Investments	ROIC	0.25	a	0.25	0.27	1.6%
	Seagate Tech	STX	1.05	a	0.75	-0.18	17.8%
	Tesla	TSLA	0.52	a	0.62	0.91	2.3%
	Texas Instruments	TXN	1.17	a	1.19	1.87	-15.6%
	Trustmark	TRMK	0.66		0.63	0.74
	Veritex Holdings	VBTX	0.50		0.53	0.62	-6.7%
	Vicor	VICR	-0.03		0.11	0.38	-19.5%
	Visa	V	2.42	a	2.42	2.16	9.6%
	Weatherford	WFRD	1.66		1.75	1.14	10.3%

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Wednesday, July 24
Before The Open			Actual		Consensus	Yr Ago	Yr/Yr Rev
	Alkermes Plc	ALKS	1.16	a	0.71	0.55	-35.4%
	Allegion	ALLE	1.96	a	1.84	1.76	5.8%
	Amphenol	APH	0.44	a	0.41	0.72	18.2%
	AT&T	T	0.57	a	0.57	0.63	-.3%
	Boston Scientific	BSX	0.62	a	0.58	0.53	14.5%
	Check Point Software	CHKP	2.17	a	2.16	2.00	6.6%
	CME Group	CME	2.56	a	2.53	2.30	12.7%
	Evercore	EVR	1.81	a	1.63	0.96	37.7%
	Fiserv	FI	2.13	a	2.10	1.81	7.4%
	Flex	FLEX	0.51	a	0.41	0.57	-8.4%
	Fortive	FTV	0.93	a	0.92	0.85	1.7%
	GE Vernova	GEV	4.65	c	0.73	-0.55	1.0%
	General Dynamics	GD	3.26		3.31	2.70	18.0%
	Group 1 Auto	GPI	9.82	a	9.36	11.73	3.0%
	Healthcare Services Group	HCSG	0.20	a	0.20	0.12	1.8%
	Interpublic	IPG	0.61		0.58	0.74	1.6%
	Int'l Paper	IP	0.55	a	0.42	0.59	1.1%
	KBR	KBR	0.83	a	0.79	0.74	5.8%
	Lamb Weston	LW	0.78	a	1.26	1.22	-4.8%
	Lennox Int'l	LII	6.83	a	6.57	6.15	2.8%
	Navient	NAVI	0.29	c	0.43	0.70
	NextEra Energy	NEE	0.96	a	0.95	0.88
	NextEra Energy Partners	NEP	0.66	c	0.91	0.53	22.9%
	Old Dominion	ODFL	1.48		1.45	1.33	6.1%
	Pacific Premier	PPBI	0.43	a	0.43	0.60	-9.5%
	Popular	BPOP	2.46	c	2.15	2.10
	PROG Holdings	PRG	0.92	a	0.74	0.79	-.1%
	Prosperity Bancshares	PB	1.22	a	1.20	0.94
	Rogers Comms	RCI	1.16	a	1.14	1.02	.9%
	Roper	ROP	4.48	a	4.47	4.12	12.1%
	Silicon Labs	SLAB	-0.56	a	-0.64	1.04	-40.6%
	Simmons First National	SFNC	0.33	a	0.31	0.48
	Stifel Financial	SF	1.60	a	1.54	1.20	15.9%
	Taylor Morrison Home	TMHC	1.86		1.94	2.12	-3.3%
	TE Connectivity	TEL	1.91	a	1.86	1.77	.1%
	Teck Resources	TECK	0.79	a	0.74	1.22	10.1%
	Teledyne Tech	TDY	4.58	a	4.50	4.67	-3.8%
	Tenet Healthcare	THC	2.31	a	1.91	1.44	.4%
	Thermo Fisher	TMO	5.37	a	5.13	5.15	-1.4%
	Tower Semi	TSEM	0.53	a	0.45	0.46	-1.7%
	Travel + Leisure Co	TNL	1.52	a	1.41	1.33	3.8%
	United Comm Banks	UCBI	0.58		0.51	0.55	17.3%
	Vertiv	VRT	0.67	a	0.57	0.22	12.6%
	Wabash Natl	WNC	0.64	a	0.56	1.54	-19.8%
	Wabtec	WAB	1.96	a	1.88	1.41	9.8%
After The Close			Actual		Consensus	Yr Ago	Yr/Yr Rev
	Align Tech	ALGN	2.41	a	2.31	2.22	2.6%
	Amedisys	AMED	0.98	a	1.18	1.37	6.9%
	Ameriprise Financial	AMP	8.72	a	8.53	7.44	9.6%
	ASGN Incorporated	ASGN	1.36	a	1.33	1.59	-8.5%
	Carlisle Cos	CSL	6.24	a	6.02	4.70	11.0%
	Celestica	CLS	0.91	a	0.82	0.55	23.3%
	Century Communities	CCS	2.65	a	2.42	1.60	24.3%
	ChampionX	CHX	0.27	c	0.47	0.48	-3.6%
	Chemed	CHE	5.47	a	5.59	4.71	7.6%
	Chipotle Mexican Grill	CMG	0.34	a	0.32	12.65	18.2%
	Churchill Downs	CHDN	2.79	a	2.70	2.24	15.9%
	Community Health	CYH	-0.17	a	-0.12	-0.22	.8%
	Core Labs	CLB	0.22	a	0.22	0.21	2.1%
	CVB Financial	CVBF	0.36		0.34	0.40	-5.2%
	Edwards Lifesciences	EW	0.70	a	0.69	0.66	6.7%
	Essential Properties Realty Trust	EPRT	0.47	a	0.47		26.4%
	First American Financial	FAF	1.27	a	1.17	1.35	-2.1%
	Ford Motor	F	0.47	a	0.68	0.72	6.3%
	Globe Life	GL	2.97	a	2.91	2.61	8.6%
	Goosehead Insurance	GSHD	0.43	a	0.39	0.41	12.7%
	Graco	GGG	0.77	a	0.76	0.75	-1.1%
	Helmerich & Payne	HP	0.92	a	0.76	0.93	-3.6%
	IBM	IBM	2.43	a	2.17	2.18	1.9%
	ICON plc	ICLR	3.75	a	3.67	3.11	4.1%
	Impinj	PI	0.83	a	0.74	0.33	19.2%
	Independent Bank Group	IBTX	0.60		0.60	0.82
	Invitation Homes	INVH	0.47		0.47	0.44	8.8%
	Kaiser Alum	KALU	0.65	a	0.94	1.26	-5.0%
	KLA Corporation	KLAC	6.60	a	6.10	5.40	9.1%
	Knight-Swift	KNX	0.24	a	0.27	0.49	18.9%
	Las Vegas Sands	LVS	0.55	a	0.56	0.46	8.6%
	MaxLinear	MXL	-0.25		-0.19	0.34	-50.0%
	Meritage	MTH	6.31		5.18	5.02	9.8%
	Moelis	MC	0.18	a	0.10	-0.04	47.1%
	Molina Healthcare	MOH	5.86		5.61	5.65	18.7%
	MSA Safety	MSA	2.01	a	1.96	1.83	3.4%
	Newmont Corporation	NEM	0.72		0.61	0.33	64.1%
	Oceaneering Intl	OII	0.28		0.31	0.18	11.9%
	O'Reilly Auto	ORLY	10.55		10.99	10.22	5.0%
	Pathward Financial	CASH	1.66		1.55	1.68	7.0%
	Pebblebrook Hotel Trust	PEB	0.69	a	0.60	0.62	3.3%
	Pegasystems	PEGA	0.52	a	0.29	0.01	17.7%
	Plexus	PLXS	1.45	a	1.22	1.46	-6.0%
	QuantumScape Corporation	QS	-0.25		-0.19	-0.26
	Raymond James	RJF	2.31		2.33	1.85	11.1%
	RenaissanceRe	RNR	12.41	c	10.66	8.79	29.3%
	Republic Services	RSG	1.61	a	1.53	1.41	8.6%
	Robert Half	RHI	0.66	a	0.70	1.00	-10.2%
	Rollins	ROL	0.27	a	0.27	0.23	8.7%
	Sallie Mae	SLM	1.11	a	0.76	1.10
	SEI Investments	SEIC	1.05		1.04	0.89	6.1%
	ServiceNow	NOW	3.13	a	2.84	2.37	22.2%
	SJW	SJW	0.66	a	0.58	0.58	12.3%
	South State	SSB	1.74		1.54	1.63	-3.1%
	Stewart Info	STC	0.91	a	1.02	0.69	9.7%
	Teradyne	TER	0.86	a	0.77	0.79	6.6%
	Towne Bank	TOWN	0.57	a	0.48	0.52	-3.6%
	Tyler Tech	TYL	2.40	a	2.31	2.01	7.3%
	United Rentals	URI	10.70	a	10.51	9.88	6.2%
	Universal Health	UHS	4.31	a	3.32	2.42	10.1%
	Valmont	VMI	4.91		4.17	4.37	-.6%
	Viking Therapeutics	VKTX	-0.20		-0.27	-0.19
	Waste Connections	WCN	1.24	a	1.17	1.02	11.2%
	Waste Mgmt	WM	1.82		1.82	1.51	5.5%
	West Fraser	WFG	1.20		1.42	-1.57	6.0%
	Whirlpool	WHR	2.39	a	2.39	4.21	-16.8%
	Wyndham Hotels & Resorts	WH	1.13	a	1.04	0.93	1.4%

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Thursday, July 25
Before The Open			Actual		Consensus	Yr Ago	Yr/Yr Rev
	AbbVie	ABBV	2.65	a	2.66	2.91	4.3%
	American Airlines	AAL	1.09	a	1.05	1.92	2.0%
	Arch Resources	ARCH	0.81		1.27	4.04	-19.6%
	Ardagh Metal Packaging S.A.	AMBP	0.06	a	0.05	0.04	.3%
	AstraZeneca	AZN	1.24		1.94	2.15	9.1%
	Atlantic Union Bankshares	AUB	0.63	a	0.64	0.74	17.9%
	Bread Financial	BFH	2.66	a	1.64	0.95	-1.4%
	Brunswick	BC	1.80	a	1.90	2.35	-15.2%
	Carpenter Tech	CRS	1.82	a	1.51	0.78	5.4%
	CBRE Group	CBRE	0.81	a	0.70	0.82	8.7%
	Cullen/Frost	CFR	2.21		2.07	2.47
	Darling Ingredients	DAR	0.49	a	0.39	1.55	-17.2%
	Dover	DOV	2.36	a	2.21	2.05	3.7%
	Dow	DOW	0.68	a	0.72	0.75	-4.4%
	DTE Energy	DTE	1.43	a	1.23	0.99
	EMCOR Group	EME	5.25		3.68	2.95	20.4%
	Expro Group	XPRO	0.13	c	0.24	0.17	18.3%
	Federal Signal	FSS	0.95		0.84	0.67	10.8%
	First Merchants	FRME	0.68
	FirstService	FSV	1.36		1.30	1.46	15.9%
	FTI Consulting	FCN	2.34		2.02	1.75	9.8%
	Harley-Davidson	HOG	1.63		1.40	1.22	12.0%
	Hasbro	HAS	1.22	a	0.76	0.49	-17.7%
	HNI	HNI	0.79	a	0.61	0.55	10.7%
	Honeywell	HON	2.49	a	2.42	2.23	4.7%
	IMAX	IMAX	0.18	a	0.07	0.26	-9.2%
	Integer Holdings	ITGR	1.30		1.23	1.14	9.0%
	Keurig Dr Pepper	KDP	0.45	a	0.45	0.42	3.5%
	Ladder Capital	LADR	0.31		0.29		13.4%
	Lakeland Financial	LKFN	0.87		0.85	0.57	14.5%
	Lazard	LAZ	0.52	a	0.35	0.24	6.6%
	Lear	LEA	3.60	a	3.39	3.33	.2%
	LKQ	LKQ	0.98	a	1.03	1.09	7.3%
	MarineMax	HZO	1.51		1.37	2.07	5.0%
	Masco	MAS	1.20	a	1.18	1.19	-1.7%
	NASDAQ	NDAQ	0.69		0.64	0.71	25.3%
	NetScout Systems	NTCT	0.28	a	0.11	0.31	-17.3%
	New York Community	NYCB	-1.14	c	-0.43	0.55	-44.2%
	Northrop Grumman	NOC	6.36	a	5.93	5.34	6.7%
	NovoCure	NVCR	-0.31		-0.40	-0.54	19.3%
	Pool	POOL	4.99	a	4.90	5.89	-4.7%
	Reliance, Inc.	RS	4.65		4.72	6.49	-6.1%
	Royal Caribbean	RCL	3.21	a	2.75	1.82	16.4%
	RPC	RES	0.15	a	0.13	0.30	-12.4%
	RPM Inc	RPM	1.56	a	1.56	1.36	-.4%
	RTX	RTX	1.41	a	1.30	1.29	7.7%
	Ryder System	R	3.00	a	2.87	3.61	10.3%
	Sanofi	SNY	1.73	c	1.64	1.74	7.8%
	Southside Banc	SBSI	0.81		0.64	0.81
	Southwest Air	LUV	0.58	a	0.51	1.09	5.2%
	STMicroelectronics	STM	0.38			1.06	-25.3%
	TechnipFMC	FTI	0.43	a	0.31	0.10	17.9%
	The Shyft Group	SHYF	0.16	a	0.08	0.25	-14.3%
	Tractor Supply	TSCO	3.93		3.92	3.83	1.6%
	Tradeweb Markets	TW	0.70	a	0.69	0.52	30.4%
	TransUnion	TRU	0.99		0.97	0.86	7.5%
	TRI Pointe Homes	TPH	1.25		1.09	0.60	38.3%
	Union Pacific	UNP	2.74		2.71	2.57	.7%
	United Bankshares	UBSI	0.71		0.64	0.68	-2.6%
	Valero Energy	VLO	2.71	a	2.60	5.40	-.1%
	Valley National	VLY	0.13	a	0.19	0.28
	Visteon	VC	2.54	a	1.96	1.18	3.2%
	West Pharm	WST	1.52	a	1.73	2.11	-6.9%
	WEX	WEX	3.91	a	3.81	3.63	8.4%
	Xerox	XRX	0.29	a	0.42	0.44	-10.0%
After The Close			Actual		Consensus	Yr Ago	Yr/Yr Rev
	Allison Transmission	ALSN	2.13		2.03	1.92	4.2%
	Ameris Bancorp	ABCB	1.17	a	1.14	0.91
	AppFolio	APPF	1.12	a	0.96	-0.53	34.2%
	AptarGroup	ATR	1.37	a	1.35	1.23	1.6%
	Arthur J. Gallagher	AJG	2.26	a	2.24	1.90	14.3%
	Assoc Banc-Corp	ASB	0.52	a	0.51	0.66	-.5%
	Baker Hughes	BKR	0.57	a	0.49	0.39	12.4%
	BJ Restaurants	BJRI	0.72		0.51	0.50	.1%
	Boston Beer Co	SAM	4.39		5.02	4.72	-4.0%
	Boyd Gaming	BYD	1.58	a	1.49	1.58	5.5%
	Cincinnati Fincl	CINF	1.29	a	0.96	1.21	11.4%
	Columbia Banking	COLB	0.67	a	0.57	0.81	-9.8%
	Columbia Sportswear	COLM	-0.20		-0.33	0.14	-8.2%
	Comfort Systems	FIX	3.74		3.19	1.93	39.6%
	Coursera	COUR	0.09	a	0.02	-0.21	10.8%
	Cousins Prop	CUZ	0.68		0.66	0.68	4.2%
	Customers Bancorp	CUBI	1.49	a	1.42	1.65	3.9%
	Deckers Outdoor	DECK	4.52	a	3.47	2.41	22.1%
	Dexcom	DXCM	0.43	a	0.39	0.34	15.3%
	Digital Realty Trust	DLR	1.65	a	1.63	1.68	-.7%
	Eastman Chemical	EMN	2.15	a	2.01	1.99	1.7%
	Edison	EIX	1.23	a	1.07	1.01	9.4%
	Ensign Group	ENSG	1.32	a	1.30	1.12	12.5%
	Exponent	EXPO	0.57	a	0.53	0.50	2.1%
	Federated Hermes	FHI	0.96	a	0.88	0.81	-7.1%
	First Financial Bancorp	FFBC	0.64	a	0.59	0.69
	First Interstate Bancsystem	FIBK	0.58		0.55	0.65
	Fortune Brands Innovations	FBIN	1.16	a	1.12	1.07	6.6%
	Gaming and Leisure Properties	GLPI	0.94	a	0.95	0.92	6.7%
	Hartford Financial	HIG	2.50		2.25	1.88	7.2%
	Healthpeak Properties	DOC	0.45	c	0.44	0.25	27.5%
	Hilltop Holdings	HTH	0.31	a	0.26	0.28	-3.9%
	Juniper Networks	JNPR	0.31	a	0.46	0.58	-16.8%
	Kinsale Capital	KNSL	3.75		3.55	2.88	30.0%
	L3Harris	LHX	3.24	a	3.18	2.97	12.9%
	LendingTree	TREE	0.54	a	0.66	1.14	15.1%
	LPL Financial	LPLA	3.88	a	3.73	3.94	18.8%
	McGrath RentCorp	MGRC	0.84		1.25	1.25	4.7%
	Minerals Tech	MTX	1.65	a	1.60	1.31	-1.9%
	Mohawk	MHK	3.00	a	2.75	2.76	-5.1%
	Norfolk Southern	NSC	3.06	a	2.86	2.95	2.1%
	NOV Inc.	NOV	0.57		0.35	0.39	5.9%
	Olin	OLN	0.62		0.69	1.13	-3.5%
	Phillips Edison & Company	PECO	0.59	a	0.60	0.59	6.2%
	Principal Fincl	PFG	1.63		1.85	1.53
	Provident Finl	PFS	-0.11	c	0.37	0.43	42.8%
	Seacoast Banking	SBCF	0.36
	Skechers USA	SKX	0.91		0.94	0.98	7.3%
	SkyWest	SKYW	1.82	a	1.75	0.35	19.5%
	SPS Commerce	SPSC	0.80	a	0.77	0.69	17.8%
	SS&C Techs	SSNC	1.27	a	1.20	1.08	6.5%
	Texas Roadhouse	TXRH	1.79		1.64	1.22	14.5%
	TFI International	TFII	1.71	a	1.62	1.59	26.4%
	Ultra Clean Holdings	UCTT	0.32		0.26	0.16	22.4%
	Veralto	VLTO	0.85	a	0.80	0.80	2.8%
	VeriSign	VRSN	2.01		1.93	1.79	4.1%
	Weyerhaeuser	WY	0.21	a	0.21	0.32	3.1%
	Willis Towers Watson	WTW	2.55	a	2.32	2.05	4.9%
	World Kinect Corporation	WKC	0.48	a			-.1%
	WSFS Financial	WSFS	1.08	a	1.04	1.16	7.0%
	Zynex	ZYXI	0.04		0.08	0.09	11.0%

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Friday, July 26
Before The Open			Actual		Consensus	Yr Ago	Yr/Yr Rev
	3M	MMM	1.93	a	1.68	2.17
	AllianceBernstein	AB	0.71	a	0.67	0.61	1.9%
	Aon	AON	2.93	a	3.08	2.76	18.4%
	Avantor	AVTR	0.25	a	0.23	0.28	-2.4%
	Balchem	BCPC	1.09	a	1.04	1.06	1.2%
	Barnes Group	B	0.37	a	0.40	0.58	12.7%
	Booz Allen Hamilton	BAH	1.38	a	1.52	1.47	10.8%
	Bristol-Myers	BMY	2.07	a	1.63	1.75	8.7%
	Carter's	CRI	0.76	a	0.50	0.64	-6.0%
	Centene	CNC	2.42	a	2.09	2.10	5.9%
	Charter Comm	CHTR	8.49	a	8.00	8.05	.2%
	Colgate-Palmolive	CL	0.91	a	0.87	0.77	4.9%
	First Hawaiian	FHB	0.48		0.42	0.49	-1.3%
	Franklin Resources	BEN	0.60	a	0.57	0.63	7.8%
	Gentex	GNTX	0.37		0.51	0.47	-1.8%
	Howard Hughes Holdings	HHH	0.42	c			42.1%
	Newell Brands	NWL	0.36	a	0.21	0.24	-7.8%
	Portland Gen Elec	POR	0.69		0.63	0.44	17.0%
	Premier Financial	PFC	0.68
	Saia	SAIA	3.83		4.00	3.42	18.5%
	Sensient	SXT	0.77		0.82	0.81	7.8%
	Stellar Bank	STEL	0.56		0.48	0.66
	T. Rowe Price	TROW	2.26	a	2.28	2.02	7.6%
	TriNet Group	TNET	1.53	a	1.30	1.74	1.4%
	WesBanco Inc	WSBC	0.49	a	0.53	0.71
	WisdomTree	WT	0.16	a	0.14	0.09	24.9%

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Sunday, July 28

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Monday, July 29
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Affiliated Managers	AMG		4.60	4.45
	Centuri Holdings	CTRI		0.22
	CNA Financial	CNA		1.22	1.13
	Hope Bancorp	HOPE		0.22	0.32
	Integra	IART		0.62	0.71
	McDonald's	MCD		3.07	3.17
	Oil States	OIS		0.04	0.01
	ON Semiconductor	ON		0.92	1.29
	Philips	PHG		0.30	0.28
	Revvity	RVTY		1.12	1.21
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Amkor	AMKR		0.23	0.26
	Beyond, Inc.	BYON		-0.85
	Chesapeake Energy	CHK		0.00	0.64
	CNO Financial	CNO		0.71	0.64
	COPT Defense Properties	CDP		0.63
	Corcept Therapeutics	CORT		0.24	0.25
	Crane	CR		1.24	1.10
	Cushman & Wakefield	CWK		0.18	0.22
	CVR Energy	CVI		-0.22
	Douglas Dynamics	PLOW		0.62	1.11
	Element Solutions	ESI		0.35	0.31
	Equity Residential	EQR		0.96	0.94
	F5 Networks	FFIV		2.97	3.21
	Flowserve	FLS		0.63	0.52
	Harmonic	HLIT		0.04	0.12
	Hologic	HOLX		1.01	0.93
	Kforce	KFRC		0.73	0.95
	Lattice Semi	LSCC		0.24	0.52
	LTC Properties	LTC		0.66	0.66
	NeoGenomics	NEO		0.00	-0.05
	PotlatchDeltic	PCH		1.02	0.06
	Rambus	RMBS		0.45	1.51
	Safehold	SAFE		0.38	0.35
	Sanmina	SANM		1.29	1.55
	SBA Comm	SBAC		3.19	3.24
	Sensata Tech	ST		0.93	0.97
	Sprouts Farmers Market	SFM		0.78	0.71
	Symbotic	SYM		0.06	-0.07
	Tilray	TLRY		-0.01	0.00
	Transcat	TRNS		0.78
	Varonis Systems	VRNS		-0.02	0.01
	Welltower	WELL		1.00	0.90
	Woodward	WWD		1.52	1.37

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Tuesday, July 30
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	AGCO Corp	AGCO		2.96	4.29
	American Electric	AEP		1.23	1.13
	American Tower	AMT		2.58	2.46
	Archer-Daniels	ADM		1.24	1.89
	Ares Capital	ARCC		0.58	0.59
	Armstrong World Industries	AWI		1.55	1.38
	BP	BP		0.16	0.89
	Cameco	CCJ		0.26	-0.01
	CECO Environ.	CECO		0.16
	CenterPoint	CNP		0.32	0.28
	Commvault Systems	CVLT		0.73	0.72
	Corning	GLW		0.47	0.45
	CTS Corp	CTS		0.53	0.59
	DT Midstream	DTM		0.91	0.93
	Eagle Materials	EXP		3.58	3.55
	Ecolab	ECL		1.67	1.24
	Enterprise Products	EPD		0.67	0.57
	Gartner	IT		3.03	2.85
	Graphic Packaging	GPK		0.57	0.66
	H&E Equipment	HEES		1.03	1.14
	Hayward Holdings	HAYW		0.20	0.19
	Howmet Aerospace	HWM		0.60	0.46
	Hubbell	HUBB		4.21	4.07
	Illinois Tool	ITW		2.47	2.41
	Incyte	INCY		1.10	0.90
	Intl Game Tech. PLC	IGT		0.48	0.45
	IPG Photonics	IPGP		0.50	1.31
	JetBlue Airways	JBLU		-0.12	0.45
	Leidos	LDOS		2.27	1.80
	Leonardo DRS	DRS		0.14	0.15
	LGI Homes	LGIH		2.27	2.25
	Logitech Int'l SA	LOGI		0.84	0.65
	Merck	MRK		2.14	-2.06
	Neogen	NEOG		0.11	0.14
	PayPal	PYPL		0.98	1.16
	Pfizer	PFE		0.46	0.67
	Phillips 66	PSX		1.98	3.87
	PHINIA	PHIN		1.15
	PJT Partners	PJT		0.70	0.99
	Procter & Gamble	PG		1.37	1.37
	Public Service	PEG		0.63	0.70
	Repligen	RGEN		0.33	0.53
	Restaurant Brands Int'l	QSR		0.86	0.85
	Scorpio Tankers	STNG		3.55	2.51
	SITE Centers	SITC		0.24	0.29
	SoFi Technologies	SOFI		0.01	-0.06
	Stanley Black & Decker	SWK		0.84	-0.11
	Sysco	SYY		1.38	1.34
	Trimas	TRS		0.53	0.50
	UFP Industries	UFPI		2.03	2.36
	Watsco	WSO		4.72	4.42
	Xylem	XYL		1.05	0.98
	Zebra Tech	ZBRA		2.81	3.29
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	A10 Networks	ATEN		0.17
	Acadia Realty Trust	AKR		0.31
	Advanced Energy	AEIS		0.71	1.11
	Advanced Micro	AMD		0.68	0.58
	Arch Capital	ACGL		2.21	1.92
	Archrock	AROC		0.24
	Arista Networks	ANET		1.94	1.58
	AtriCure	ATRC		-0.17	-0.12
	AXIS Capital	AXS		2.60	2.23
	Axos Financial	AX		1.80	1.50
	Benchmark Electronics	BHE		0.50	0.48
	Blackbaud	BLKB		1.04	0.98
	Boston Properties	BXP		1.73	1.87
	Caesars Entertainment	CZR		0.07	4.26
	CCC Intelligent Solutions	CCCS		0.08	0.07
	Comstock	CRK		-0.16	0.00
	Denny's	DENN		0.19	0.14
	DoubleVerify	DV		0.16	0.07
	Electronic Arts	EA		0.43	1.47
	Equitable Holdings	EQH		1.40	1.27
	Equity Commonwealth	EQC		0.26	0.22
	Essex Property	ESS		3.85	3.77
	Extra Space Storage	EXR		2.00	2.06
	First Solar	FSLR		2.66	1.59
	FirstEnergy	FE		0.56	0.47
	Freshworks	FRSH		0.06	0.07
	Hawaiian Holdings	HA		-1.31	-0.47
	Houlihan Lokey	HLI		1.20	0.89
	Huron Consulting	HURN		1.48	1.38
	Inari	NARI		-0.13	0.04
	Informatica	INFA		0.22	0.17
	JBT Corp	JBT		1.25	0.97
	Kadant	KAI		2.43	2.54
	Landstar System	LSTR		1.46	1.85
	Lemonade	LMND		-0.87	-0.97
	Lending Club	LC		0.04	0.09
	Littelfuse	LFUS		1.76	3.12
	Live Nation	LYV		1.08	1.02
	Match Group	MTCH		0.73	0.48
	Microsoft	MSFT		2.94	2.69
	Modine Manufacturing	MOD		0.84	0.85
	Mondelez Int'l	MDLZ		0.79	0.76
	NMI Hldgs	NMIH		1.05	0.95
	Northern Oil & Gas	NOG		1.23	1.49
	NorthWestern	NWE		0.50	0.35
	O-I Glass	OI		0.43	0.88
	Ovintiv	OVV		1.30
	Pacira BioSciences	PCRX		0.69	0.78
	Penumbra	PEN		0.56	0.43
	Pinterest	PINS		0.28	0.21
	Powell Inds	POWL		2.16
	PROS Holdings	PRO		0.01	-0.01
	Public Storage	PSA		4.21	4.28
	Qorvo	QRVO		0.71	0.34
	Select Water Solutions	WTTR		0.11
	Skyworks	SWKS		1.21	1.73
	STAG Industrial	STAG		0.59	0.56
	Starbucks	SBUX		0.93	1.00
	Stryker	SYK		2.79	2.54
	Terex	TEX		2.07	2.35
	Ternium S.A.	TX		1.62	3.19
	UDR	UDR		0.61	0.63
	UMB Financial Corporation	UMBF		2.01	1.85
	Unum Group	UNM		2.02	2.06
	Voya Financial	VOYA		2.15	2.21
	W.P. Carey	WPC		1.16	1.36
	Werner Enterprises	WERN		0.20	0.52
	Western Union	WU		0.45	0.51
	Zurn Elkay Water Solutions	ZWS		0.31	0.19

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Wednesday, July 31
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Alphatec	ATEC		-0.12
	Altria	MO		1.34	1.31
	Ardmore Shipping	ASC		1.06
	Autohome	ATHM		0.56	4.62
	Automatic Data	ADP		2.06	1.89
	AutoNation	AN		4.18	6.29
	Avanos Medical	AVNS		0.29	0.24
	AvidXchange	AVDX		0.04	-0.09
	Barrick	GOLD		0.27	0.19
	Bausch + Lomb	BLCO		0.13	0.18
	Boeing	BA		-1.79	-0.82
	BorgWarner	BWA		1.01	1.35
	Bunge	BG		1.83	3.72
	CBIZ	CBZ		0.68	0.55
	CDW	CDW		2.53	2.56
	Cencora	COR		3.22
	Cenovus Energy	CVE		0.50	0.44
	CGI Group	GIB		1.91	1.80
	Chefs' Warehouse	CHEF		0.36	0.35
	Clean Harbors	CLH		2.23	2.13
	CNH Industrial	CNH		0.37	0.52
	Columbus McKinnon	CMCO		0.61	0.62
	Dana Inc	DAN		0.26	0.37
	Dayforce	DAY		0.36
	Dentsply Sirona	XRAY		0.50	0.51
	Diana Shipping	DSX		0.02
	DuPont	DD		0.85	0.85
	Easterly Government Properties	DEA		0.29	0.29
	Entegris	ENTG		0.70	0.66
	Fiverr	FVRR		0.57	0.49
	Fortis	FTS		0.47	0.62
	Garmin	GRMN		1.42	1.45
	Gates Industrial	GTES		0.36	0.23
	GE HealthCare	GEHC		0.98	0.92
	Generac	GNRC		1.20	1.08
	Gentherm	THRM		0.61	0.58
	Gibraltar Industries	ROCK		1.25	1.18
	GlaxoSmithKline	GSK		0.39	0.39
	Hess	HES		2.55	0.65
	Hess Midstream Partners	HESM		0.63	0.50
	Humana	HUM		5.87	8.94
	Johnson Controls	JCI		1.19
	KKR	KKR		1.06	0.94
	Kraft Heinz	KHC		0.74	0.79
	Lantheus Holdings	LNTH		1.83	1.54
	Lincoln Electric	LECO		2.29	2.44
	LivaNova	LIVN		0.78	0.78
	LXP Industrial Trust	LXP		0.16	0.18
	Macerich	MAC		0.40	0.40
	Marriott	MAR		2.48	2.26
	Monro Muffler	MNRO		0.00	0.31
	New Oriental Education & Technology	EDU		0.45
	Norwegian Cruise Line	NCLH		0.34	0.30
	OneMain Holdings	OMF		0.94	1.01
	OneSpaWorld	OSW		0.20
	Option Care Health	OPCH		0.27	0.64
	Oshkosh	OSK		3.01	2.69
	Parsons	PSN		0.69	0.63
	Perion Network	PERI		0.17	0.84
	PNM Resources	PNM		0.55	0.55
	ProPetro	PUMP		0.09	0.34
	Radware	RDWR		0.16	0.10
	SAGE Therapeutics	SAGE		-1.64	-2.68
	Scotts Miracle-Gro	SMG		1.92	1.17
	Silgan Holdings	SLGN		0.88	0.83
	SiteOne Landscape Supply	SITE		2.68	2.71
	Spire	SR		-0.19	-0.42
	Stepan Company	SCL		0.67	0.53
	Strategic Education	STRA		1.19	0.82
	SunCoke Energy	SXC		0.22	0.43
	Teva Pharma	TEVA		0.55	0.56
	The Vita Coco Company	COCO		0.32	0.31
	Timken	TKR		1.61	2.01
	T-Mobile US	TMUS		2.28	1.86
	Trane	TT		3.08	2.68
	TTM Tech	TTMI		0.34	0.32
	UL Solutions Inc.	ULS		0.38
	United Therapeutics	UTHR		6.61	5.24
	Verisk Analytics	VRSK		1.64	1.51
	Waters	WAT		2.56	2.80
	WEC Energy Group	WEC		0.64	0.92
	Wingstop	WING		0.83	0.57
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Acadia Healthcare	ACHC		0.88	0.92
	Aflac	AFL		1.60	1.58
	Alamos	AGI		0.19	0.15
	Albemarle	ALB		0.46	7.33
	Alkami Technology	ALKT		0.03	-0.19
	Allstate	ALL		0.36	-4.42
	American Intl	AIG		1.30	1.75
	American Water Works	AWK		1.46	1.44
	ANSYS	ANSS		1.94	1.60
	Antero Midstream	AM		0.27	0.22
	Antero Resources	AR		-0.16	-0.28
	APA Corp.	APA		0.91	0.85
	Arm Holdings plc	ARM		0.35
	AvalonBay	AVB		2.72	2.66
	Axcelis Tech	ACLS		1.35	1.86
	Bally's Corporation	BALY		-1.57	-0.48
	Black Hills Corp	BKH		0.32	0.35
	BrightView	BV		0.32	0.44
	C.H. Robinson	CHRW		0.96	0.90
	Cactus	WHD		0.72	0.84
	Camping World	CWH		0.53	0.73
	Canadian Pacific Kansas City Ltd.	CP		1.00	0.83
	CareDx	CDNA		-0.14	-0.18
	Carvana	CVNA		-0.13
	Cheesecake Factory	CAKE		1.00	0.88
	Clearwater Analytics	CWAN		0.10	0.08
	Cognex	CGNX		0.21	0.41
	Cognizant Tech	CTSH		1.12	1.10
	Cohu	COHU		-0.02	0.48
	Compass Diversified	CODI		0.50	-0.35
	Confluent	CFLT		0.05	0.00
	CONMED	CNMD		0.91	0.83
	Corebridge Financial	CRBG		1.08	1.04
	Corteva	CTVA		1.72	1.60
	Credit Acceptance Corp.	CACC		8.91	10.69
	Cross Country	CCRN		0.13	0.69
	Deluxe	DLX		0.74	0.93
	eBay	EBAY		1.12	1.03
	Employers Holdings	EIG		1.10	1.17
	Energy Recovery	ERII		-0.12	0.00
	Enovix	ENVX		-0.23	-0.19
	EPR Properties	EPR		1.21	1.28
	Ethan Allen	ETD		0.57	0.96
	Etsy	ETSY		0.98	0.45
	Everest Group	EG		16.64	15.21
	EVERTEC	EVTC		0.69	0.43
	Evolus	EOLS		-0.05	-0.32
	Exact Sciences	EXAS		-0.24	-0.45
	eXp World Holdings	EXPI		0.14	0.06
	Fair Isaac	FICO		6.32	5.66
	FMC Corp	FMC		0.55	0.50
	FormFactor	FORM		0.31	0.14
	Four Corners Property Trust	FCPT		0.42	0.42
	Franco-Nevada	FNV		0.81	0.95
	GFL Environmental	GFL		0.31	0.53
	Gildan Activewear	GIL		0.72	0.63
	Glaukos	GKOS		-0.51	-0.55
	Goodyear Tire	GT		0.14	-0.34
	Green Brick Partners	GRBK		1.77
	Hanover Insurance	THG		1.88	-1.91
	Herbalife Nutrition	HLF		0.39	0.74
	Host Hotels	HST		0.56	0.53
	IDEX Corp	IEX		2.04	2.18
	Independence Realty Trust	IRT		0.28	0.28
	Ingevity	NGVT		1.04	1.41
	Jazz Pharma	JAZZ		4.80	4.51
	Kilroy Realty	KRC		1.07	1.19
	Knowles	KN		0.24	0.23
	Kyndryl	KD		0.17	0.00
	Lam Research	LRCX		7.59	5.98
	Magnolia Oil & Gas	MGY		0.52	0.48
	Marriott Vacations	VAC		2.05	2.19
	MediaAlpha	MAX		0.21
	Meta Platforms	META		4.78	2.98
	Methanex	MEOH		0.52	0.60
	MetLife	MET		2.11	1.94
	MGIC Investment	MTG		0.63	0.68
	MGM Resorts	MGM		0.59	0.59
	Mid-America Aptmt	MAA		2.20	2.28
	Mister Car Wash	MCW		0.09	0.09
	Murphy USA	MUSA		7.09	6.02
	MYR Group	MYRG		1.13	1.33
	National Fuel Gas	NFG		0.98	1.01
	NerdWallet	NRDS		0.08	-0.14
	NETGEAR	NTGR		-0.81	-0.16
	New Mountain Finance	NMFC		0.36
	Noble Corporation	NE		0.58	0.38
	Olo Inc.	OLO		0.05	0.04
	Pactiv Evergreen	PTVE		0.26
	Paramount Group	PGRE		0.20	0.18
	Park Hotels & Resorts	PK		0.62	0.60
	Paycom Software	PAYC		1.60	1.62
	Perdoceo Education	PRDO		0.58	0.61
	Piedmont Office Realty Trust	PDM		0.37	0.45
	Pilgrim's Pride	PPC		1.30	0.44
	PTC	PTC		0.96	0.99
	Q2 Holdings	QTWO		0.32	-0.41
	Qiagen	QGEN		0.52	0.51
	Qualcomm	QCOM		2.26	1.87
	QuidelOrtho	QDEL		-0.24	0.26
	Radian Group	RDN		0.88	0.91
	Regal Rexnord	RRX		2.13	2.56
	Remitly Global	RELY		0.10	-0.11
	Riot Platforms	RIOT		0.02
	Rush Street Interactive	RSI		0.00	-0.04
	Ryman Hospitality	RHP		2.29	2.06
	Schrodinger	SDGR		-0.83	0.06
	Sixth Street Specialty Lending	TSLX		0.58	0.59
	Sleep Number	SNBR		-0.31	0.03
	Sonoco Products	SON		1.24	1.38
	Sturm Ruger	RGR		0.76	0.91
	Sun Communities	SUI		1.88	1.96
	Sunnova Energy	NOVA		-0.70	-0.74
	Teladoc	TDOC		-0.37	-0.40
	Tenable	TENB		0.24	0.22
	Tenaris	TS		0.50	1.90
	Tetra Tech	TTEK		1.53	1.29
	TransMedics Group	TMDX		0.20	-0.03
	Udemy	UDMY		-0.01	-0.01
	VICI Properties	VICI		0.66	0.54
	Western Digital	WDC		1.17	-1.98
	Zeta Global	ZETA		0.10	-0.34

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Thursday, August 01
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	ACI Worldwide	ACIW		0.23	0.15
	ADT	ADT		0.17	0.16
	AerCap	AER		2.41	2.56
	Agios Pharma	AGIO		-1.61	-1.51
	Air Products	APD		3.04	2.98
	Allegro Microsystems	ALGM		0.02	0.39
	Allete	ALE		0.92	0.90
	Alnylam Pharma	ALNY		-0.66	-2.21
	Altice USA	ATUS		0.06	0.17
	Ametek	AME		1.64	1.57
	Anheuser-Busch InBev	BUD		0.84	0.72
	Anywhere Real Estate	HOUS		0.37	0.17
	Apellis Pharmaceuticals	APLS		-0.30	-1.02
	APi Group	APG		0.47	0.41
	Apollo Global Management	APO		1.75	1.70
	Appian	APPN		-0.31	-0.39
	Aptiv	APTV		1.42	1.25
	ArcelorMittal	MT		0.77	2.21
	Arrow Electronics	ARW		2.16	4.37
	Aurinia Pharma	AUPH		0.01	-0.08
	Axalta Coating Systems	AXTA		0.51	0.35
	Ball Corp	BALL		0.70	0.61
	Bandwidth	BAND		0.26	0.16
	Bausch Health	BHC		0.88
	BCE Inc	BCE		0.79	0.79
	Becton Dickinson	BDX		3.31	2.96
	Belden	BDC		1.37	1.91
	BigCommerce	BIGC		0.03	-0.02
	Biogen	BIIB		4.02	4.02
	Brookfield Infrastructure	BIP		0.77	0.72
	California Water	CWT		0.41
	Camtek	CAMT		0.64	0.45
	Canadian Natrl Res	CNQ		0.80	1.48
	Clearway Energy	CWEN		0.66	0.33
	Colliers	CIGI		1.37	1.31
	ConocoPhillips	COP		1.95	1.84
	Crocs	CROX		3.54	3.59
	Cummins	CMI		4.76	5.18
	Dominion Energy	D		0.57	0.53
	Dorian LPG	LPG		0.85	1.21
	Driven Brands	DRVN		0.28	0.29
	Dun & Bradstreet	DNB		0.23	0.22
	Eaton	ETN		2.61	2.21
	Ecovyst	ECVT		0.13	0.29
	Entergy	ETR		1.76	1.84
	Enviri Corporation	NVRI		-0.01	0.01
	Eversource Energy	ES		0.98	1.00
	EVgo Inc.	EVGO		-0.12	-0.08
	Exelon	EXC		0.40	0.41
	ExlService	EXLS		0.39	1.82
	Frontdoor	FTDR		1.00	0.87
	Genesis Energy, L.P.	GEL		-0.03	0.22
	Grainger	GWW		9.59	9.28
	Hershey Foods	HSY		1.45	2.01
	Hertz Global	HTZ		-1.02	0.72
	HF Sinclair	DINO		0.71	2.62
	Huntington Ingalls	HII		3.48	3.27
	IdaCorp	IDA		1.38	1.35
	InMode	INMD		0.38	0.72
	Insight Enterprises	NSIT		2.83
	Insperity	NSP		0.73	0.64
	Installed Building Products	IBP		2.88	2.62
	Intercontinental Exchange	ICE		1.49	1.43
	InterDigital	IDCC		0.74	0.79
	Ionis Pharma	IONS		-0.79	-0.60
	Iron Mountain	IRM		0.74	0.94
	Itron	ITRI		0.96	0.635
	ITT	ITT		1.46	1.33
	Janus Henderson Group	JHG		0.72	0.62
	Kellanova	K		0.90	1.25
	Kimbell Royalty Partners	KRP		0.21
	Kimco Realty	KIM		0.40	0.39
	Kirby	KEX		1.32	0.95
	Kontoor Brands	KTB		0.88	0.77
	Labcorp Holdings Inc.	LH		3.77	3.42
	Laureate Education	LAUR		0.63
	Life Time	LTH		0.16	0.08
	Lincoln National	LNC		1.77	2.02
	Lithia Motors	LAD		7.04	10.91
	MACOM Tech	MTSI		0.66	0.54
	MGP Ingredients	MGPI		1.54	1.49
	Middleby	MIDD		2.30	2.47
	Mobileye Global	MBLY		0.08	0.17
	Moderna	MRNA		-3.36	-3.62
	Neurocrine Biosciences	NBIX		1.52	1.25
	Oaktree Specialty Lending Corp	OCSL		0.56	0.62
	Omnicell	OMCL		0.14	0.57
	Patrick Industries	PATK		2.05	1.94
	PBF Energy	PBF		-0.16	2.29
	Peabody Energy	BTU		0.63	1.16
	Pinnacle West	PNW		1.28	0.94
	Precision Drilling	PDS		0.44	1.63
	Quanta Services	PWR		1.90	1.65
	Ranpak	PACK		-0.05	-0.03
	Regeneron Pharma	REGN		10.61	10.24
	Roblox	RBLX		-0.40	-0.46
	Rush Enterprises	RUSHA			1.75
	Sabre	SABR		-0.08	-0.17
	Schneider National	SNDR		0.18	0.45
	Shake Shack	SHAK		0.27	0.18
	Sirius XM	SIRI		0.08	0.08
	SolarWinds	SWI		0.23	0.21
	Southern	SO		0.93	0.79
	Stagwell	STGW		0.18
	Teekay Tankers	TNK		3.13	4.38
	Teleflex	TFX		3.33	3.41
	The Cigna Group	CI		6.42	6.13
	Thomson Reuters	TRI		0.82	0.84
	Thryv	THRY		0.51	0.43
	Trinity Industries	TRN		0.34	0.23
	Turning Point Brands	TPB		0.75	0.53
	Uniti Group	UNIT		0.32	0.34
	Upbound Group	UPBD		1.03	1.11
	Utz Brands	UTZ		0.16	0.13
	Vericel	VCEL		-0.09	-0.11
	Vestis	VSTS		0.11
	Vontier	VNT		0.70	0.65
	Wayfair	W		0.47	0.21
	Wendy's	WEN		0.28	0.28
	Wesco	WCC		3.63	3.71
	Xcel Energy	XEL		0.57	0.52
	XPO, Inc.	XPO		1.01	0.71
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	AAON	AAON		0.52	0.82
	ACCO Brands	ACCO		0.31	0.38
	Adaptive Biotechnologies	ADPT		-0.33	-0.33
	Agnico-Eagle Mines	AEM		0.91	0.65
	Air Lease	AL		1.16	1.58
	Alignment Healthcare	ALHC		-0.08
	Alliant Energy	LNT		0.64	0.64
	Altair Engineering	ALTR		0.15	0.15
	Amazon	AMZN		1.02	0.65
	American Homes 4 Rent	AMH		0.43	0.41
	Apple	AAPL		1.33	1.26
	Arcosa	ACA		0.83	0.76
	Ardelyx	ARDX		-0.11
	Atlassian	TEAM		0.60	0.57
	Beacon Roofing Supply	BECN		2.79	1.97
	Beazer Homes	BZH		0.84	1.42
	BigBear.ai	BBAI		-0.07	-0.12
	Bio-Rad Labs	BIO		2.02	3.00
	Block	SQ		0.84	0.39
	Booking Holdings	BKNG		38.61	37.62
	Bright Horizons	BFAM		0.73	0.64
	Cable ONE	CABO		11.52	9.36
	Camden Property	CPT		1.67	1.67
	Casella Waste	CWST		0.28	0.36
	Celanese	CE		2.74	2.17
	Chemours	CC		0.58	1.10
	Civitas Resources	CIVI		2.75	1.72
	Clearfield	CLFD		-0.30	0.33
	Clorox	CLX		1.55	1.67
	Cloudflare	NET		0.14	0.10
	Coinbase Global	COIN		0.81	-0.42
	Con Edison	ED		0.57	0.61
	Corsair Gaming	CRSR		0.07	0.09
	Coterra Energy	CTRA		0.39	0.39
	CubeSmart	CUBE		0.64	0.66
	Custom Truck One Source	CTOS		-0.03	0.05
	Diamondrock Hospitality	DRH		0.32	0.32
	DoorDash	DASH		0.61	-0.44
	Dorman Products	DORM		1.19	1.01
	DraftKings	DKNG		-0.02	0.14
	El Pollo Loco	LOCO		0.21	0.23
	Elme Communities	ELME		0.23	0.24
	EOG Resources	EOG		2.95	2.49
	Federal Realty	FRT		1.68	1.67
	Floor & Decor	FND		0.52	0.66
	Fox Factory Holding	FOXF		0.35	1.21
	Fresh Del Monte	FDP		0.60	0.99
	Gen Digital	GEN		0.53	0.47
	GoDaddy	GDDY		1.28	0.54
	Grid Dynamics	GDYN		0.07	0.09
	Hercules Capital	HTGC		0.51	0.53
	Hub Group	HUBG		0.47	1.44
	ICF International	ICFI		1.49	1.57
	Instructure	INST		0.20	0.19
	Integral Ad Science	IAS			0.05
	Intel	INTC		0.10	0.13
	iRhythm	IRTC		-0.88	-0.43
	Leggett & Platt	LEG		0.30	0.38
	Lemaitre Vascular	LMAT		0.47	0.36
	MasTec	MTZ		0.87	0.89
	Matson	MATX		3.00	2.26
	MercadoLibre	MELI		8.34	5.16
	Merit Medical	MMSI		0.87	0.81
	Mettler-Toledo	MTD		9.04	9.69
	Microchip	MCHP		0.52	1.64
	MicroStrategy	MSTR		-0.22	1.52
	Mirion Technologies	MIR		0.07	0.08
	Monolithic Power	MPWR		3.07	2.82
	Motorola Solutions	MSI		3.01	2.65
	MP Materials	MP		-0.09	0.09
	Nextracker	NXT			0.48
	nLIGHT	LASR		-0.13	-0.02
	Omega Health	OHI		0.68	0.74
	Open Text	OTEX		1.01	0.91
	Opendoor Technologies	OPEN		-0.09	0.03
	Orion Engineered Carbons	OEC		0.56	0.53
	Paylocity	PCTY		1.29	1.32
	Post	POST		1.23	1.52
	PROCEPT BioRobotics	PRCT		-0.52	-0.56
	Procore Technologies	PCOR		0.25	0.02
	Prudential	PRU		3.45	2.94
	Regency Centers	REG		1.02	1.03
	REGENXBIO	RGNX		-1.25	-1.66
	Reinsurance Group of America	RGA		5.09	4.40
	ResMed	RMD		2.07	1.60
	RingCentral	RNG		0.88	0.83
	RLJ Lodging Trust	RLJ		0.48	0.56
	Rocket Companies	RKT		0.05	-0.02
	Roku	ROKU		-0.44	-0.76
	Ryan Specialty Group	RYAN		0.57	0.45
	Select Medical	SEM		0.61	0.61
	Silicon Motion	SIMO		0.95	0.38
	Snap	SNAP		0.02	-0.02
	Southwestern Energy	SWN		0.10	0.09
	Sprout Social	SPT		0.08	0.07
	SPX Technologies	SPXC		1.25	1.06
	Standex International	SXI		1.72	1.76
	Syndax Pharmaceuticals	SNDX		-0.91	-0.64
	Tandem Diabetes Care	TNDM		-0.53	-0.55
	Tanger Factory	SKT		0.52	0.47
	Travere Therapeutics	TVTX		-0.72	-0.77
	Tronox	TROX		0.19	0.16
	Twilio	TWLO		0.70	0.54
	U.S. Steel	X		0.79	1.92
	Ultragenyx Pharma	RARE		-1.63	-2.25
	Universal Display	OLED		1.17	1.04
	Varex Imaging	VREX		0.19	0.37
	Ventas	VTR		0.79	0.75
	Vertex Pharma	VRTX		-11.57	3.89
	Victory Capital	VCTR		1.30
	Vir Biotechnology	VIR		-0.89	-1.45
	Warrior Met Coal	HCC		1.30	1.63
	WillScot Mobile Mini	WSC		0.41	0.43
	Workiva	WK		0.18	0.02
	Xenia Hotels	XHR		0.48	0.47
	Xponential Fitness	XPOF		0.23	0.09

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Friday, August 02
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	ArcBest	ARCB		2.06	1.54
	Ares Management	ARES		0.99	0.90
	Asbury Automotive	ABG		7.33	8.95
	Atmus Filtration Technologies	ATMU		0.58	0.63
	Berry Global	BERY		2.07	1.90
	BrightSpring Health Services	BTSG		0.13
	Brookfield Renewable Partners	BEP		0.52	0.48
	Cboe Global Markets	CBOE		2.10	1.78
	Chart Industries	GTLS		2.45	1.19
	Chevron	CVX		3.00	3.08
	Church & Dwight	CHD		0.84	0.92
	Cinemark	CNK		0.15	0.80
	ESAB Corp.	ESAB		1.27	1.21
	Essent Group	ESNT		1.68	1.61
	Exxon Mobil	XOM		2.04	1.94
	Fluor	FLR		0.67	0.76
	Frontier Communications Parent	FYBR		-0.05	-0.01
	Fulgent Genetics	FLGT		-0.30	-0.08
	Healthcare Realty	HR		0.38	0.40
	Imperial Oil	IMO		1.95	1.15
	Interface	TILE		0.28	0.25
	Linde plc	LIN		3.79	3.57
	LyondellBasell	LYB		2.22	2.44
	Magna	MGA		1.45	1.50
	Moog	MOG.A		1.77	1.37
	Newmark Group	NMRK		0.20	0.18
	Northwest Natural	NWN		-0.13	0.03
	Owens & Minor	OMI		0.33	0.18
	Perrigo	PRGO		0.46	0.63
	Piper Sandler	PIPR		2.26	1.13
	Plains All American	PAA		0.32	0.25
	PPL Corp	PPL		0.33	0.29
	Protolabs	PRLB		0.35	0.33
	RBC Bearings	RBC		2.42	2.13
	Squarespace	SQSP		0.30	0.03
	TC Energy	TRP		0.91	0.96
	Telephone & Data	TDS		-0.13	-0.17
	TransAlta	TAC		0.10	0.23
	Twist Bioscience	TWST		-0.77	-1.01
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	AMC Entertainment	AMC		-0.36	0.00

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Monday, August 05
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Alpha Metallurgical Resources	AMR		4.46	12.16
	BioCryst Pharma	BCRX		-0.16	-0.24
	BioNTech	BNTX		-2.02	-0.79
	Carlyle Group	CG		0.83	1.17
	Freshpet	FRPT		-0.11	-0.35
	Krystal Biotech	KRYS
	Sonic Automotive	SAH		1.38	1.83
	Sotera Health	SHC		0.16	0.21
	TreeHouse Foods	THS		0.13	0.42
	Tyson Foods	TSN		0.67	0.15
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Addus HomeCare	ADUS		1.22	1.07
	ADTRAN	ADTN		-0.09	0.00
	Aecom Tech	ACM		1.13	0.94
	Ameresco	AMRC		0.27	0.15
	American Healthcare REIT	AHR		0.28
	Atlas Energy Solutions	AESI		0.35
	Avis Budget	CAR		2.61	11.01
	BellRing Brands	BRBR		0.44	0.34
	BioMarin Pharmaceutical	BMRN		0.59	0.29
	Boise Cascade	BCC		2.69	3.67
	BWX Technologies	BWXT		0.74	0.65
	Cabot	CBT		1.71	1.42
	Capital Southwest Corp.	CSWC		0.63	0.67
	Chegg	CHGG		0.23	0.28
	CSX	CSX		0.48	0.49
	Definitive Healthcare	DH		0.09	0.08
	Diamondback Energy	FANG		4.50	3.68
	Encompass Health	EHC		1.01	0.95
	Essential Utilities	WTRG		0.33	0.34
	EverQuote	EVER		0.04
	Fidelity National	FNF		1.31	1.01
	Golub Capital	GBDC		0.48	0.43
	Helios Technologies	HLIO		0.61	0.81
	HighPeak Energy	HPK		0.37	0.25
	Hims & Hers Health	HIMS		0.05	-0.03
	Huntsman	HUN		0.14	0.22
	Innovative Industrial Properties	IIPR		2.01	2.07
	J&J Snack Foods	JJSF		2.03	1.92
	James River Group	JRVR		0.43	0.53
	JELD-WEN	JELD		0.27	0.44
	Kemper	KMPR		1.23	-0.26
	Materion	MTRN		1.38	1.38
	Mueller Water	MWA		0.22	0.18
	National Storage Affiliates	NSA		0.63	0.68
	Navitas Semiconductor	NVTS		-0.07	-0.05
	ONE Gas	OGS		0.48	0.58
	ONEOK	OKE		1.20	1.04
	Otter Tail Power	OTTR		1.70	1.95
	Palantir Technologies	PLTR		0.08	0.05
	Palomar Holdings	PLMR		1.10	0.86
	Playa Hotels & Resorts	PLYA		0.10	0.13
	PRA Group	PRAA		0.05	-0.10
	Primoris Services	PRIM		0.86	0.80
	Quaker Chemical	KWR		2.22	1.93
	Realty Income	O		1.05	1.02
	RxSight	RXST		-0.11
	Simon Properties	SPG		2.94	2.88
	Skyward Specialty Insurance Group	SKWD		0.65
	Spirit Aerosystems	SPR		-0.86	-1.46
	Summit Materials	SUM		0.62	0.71
	Teradata	TDC		0.48	0.48
	The Aaron's Company	AAN		0.05	0.39
	TrueBlue	TBI		-0.02	0.17
	Unisys	UIS		-0.01	-0.09
	Vimeo	VMEO		0.01	0.03
	Viper Energy Partners	VNOM		0.55	0.42
	Vista Outdoor	VSTO		0.97	1.12
	Vornado Rlty Trust	VNO		0.54	0.72
	Williams Cos	WMB		0.37	0.42
	Yum China	YUMC		0.46	0.47
	ZoomInfo	ZI		0.23	0.26

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Tuesday, August 06
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Acushnet	GOLF		1.18	1.09
	AdaptHealth	AHCO		0.19	0.09
	Adient	ADNT		0.62	0.98
	Alight	ALIT		0.11	0.14
	Aramark	ARMK		0.30	0.36
	ATI Inc.	ATI		0.58	0.52
	Atkore International	ATKR		3.99	5.72
	Avient	AVNT		0.72	0.63
	Ballard Power	BLDP		-0.13	-0.10
	Baxter	BAX		0.66	0.55
	Bentley Systems	BSY		0.23	0.24
	Bloomin' Brands	BLMN		0.58	0.74
	Broadridge Financial	BR		3.50	3.21
	Builders FirstSource	BLDR		3.09	3.89
	Caterpillar	CAT		5.54	5.55
	Clarivate	CLVT		0.18	0.21
	Clear Secure	YOU		0.26	0.15
	Constellation Energy	CEG		1.70	2.56
	Delek US Holdings	DK		-1.33	1.00
	Duke Energy	DUK		1.02	0.91
	Edgewell Personal Care	EPC		1.01	0.98
	Energizer	ENR		0.68	0.54
	Enpro Inc.	NPO		1.85	1.83
	Expeditors Intl	EXPD		1.25	1.31
	Ferrari	RACE		2.04	1.83
	Fidelity Nat'l Info	FIS		1.23	1.55
	First Watch Restaurant Group	FWRG		0.13	0.13
	Fox Corporation	FOXA		0.81	0.88
	fuboTV	FUBO		-0.08
	Genius Sports	GENI		-0.02	-0.05
	GlobalFoundries	GFS		0.29	0.53
	Green Plains	GPRE		-0.21	-0.89
	GXO Logistics	GXO		0.55	0.70
	Hamilton Lane	HLNE		1.13	0.81
	Harmony Biosciences	HRMY		0.55	0.76
	Henry Schein	HSIC		1.22	1.31
	Hillman Solutions Corp.	HLMN		0.14	0.13
	Hyatt Hotels	H		1.01	0.82
	ICHOR Corporation	ICHR		0.03	0.02
	IDEXX Labs	IDXX		2.87	2.70
	Ingredion	INGR		2.51	2.32
	Jacobs Solutions	J		1.96	1.82
	Jones Lang LaSalle	JLL		2.42	0.50
	Kenvue	KVUE		0.28	0.32
	Knife River Corp.	KNF		1.22	1.00
	LCI Industries	LCII		2.16	1.31
	Marathon Petroleum	MPC		3.33	5.32
	MarketAxess	MKTX		1.68	1.59
	Molson Coors Brewing	TAP		1.68	1.78
	MoneyLion	ML		0.98
	MPLX LP	MPLX		0.99	0.91
	Neumora Therapeutics	NMRA
	NJ Resources	NJR		-0.02	0.10
	Novanta	NOVT		0.69	0.80
	nVent Electric	NVT		0.82	0.77
	Olaplex	OLPX		0.03	0.03
	Organon	OGN		1.11	1.31
	Owens Corning	OC		4.36	4.22
	PACS Group	PACS		0.35
	Pediatrix Medical Group	MD		0.31	0.39
	Planet Fitness	PLNT		0.66	0.65
	Portillo's	PTLO		0.10	0.12
	Rhythm Pharmaceuticals	RYTM		-0.70	-0.82
	Sempra Energy	SRE		0.94	1.88
	Shutterstock	SSTK		1.00	1.07
	Southwest Gas	SWX		0.48
	Starwood Property Trust	STWD		0.49	0.49
	Stevanato Group S.p.A.	STVN		0.11	0.14
	Surgery Partners	SGRY		0.20
	Tempur Sealy Int'l	TPX		0.64	0.58
	Tempus AI	TEM		-1.40
	Thoughtworks	TWKS		0.00	0.03
	TopBuild	BLD		5.67	5.25
	TPG Inc.	TPG		0.43	0.26
	Trimble	TRMB		0.58	0.64
	Uber	UBER		0.53	0.18
	UBS AG	UBS			8.99
	V2X	VVX		0.89	1.01
	Vulcan Materials	VMC		2.50	2.29
	Westlake Corporation	WLK		1.94	2.31
	WK Kellogg Co	KLG		0.41
	Yum! Brands	YUM		1.33	1.41
	ZEEKR Intelligent Technology Holding Limited	ZK		-10.10
	Zoetis	ZTS		1.48	1.41
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
				0.34
	AbCellera Biologics	ABCL		-0.14	-0.11
	ACADIA Pharmaceuticals	ACAD		0.18	0.01
	Adtalem Global Education	ATGE		1.28	1.03
	Agilon Health	AGL		-0.06
	Airbnb	ABNB		0.94	0.98
	Albany Intl	AIN		0.90	0.90
	American Fincl	AFG		2.44	2.38
	American States Water	AWR		0.90
	Amgen	AMGN		4.99	5.00
	Andersons	ANDE		1.09	1.52
	Applied Optoelectronics	AAOI		-0.29
	Arcadium Lithium	ALTM		0.05
	Ashland	ASH		1.45	1.23
	Aspen Tech	AZPN		2.07	2.13
	Assurant	AIZ		3.71	4.09
	Astera Labs	ALAB		0.11
	Axon	AXON		0.98	1.11
	Azenta	AZTA		0.07	0.13
	B&G Foods	BGS		0.10	0.15
	BlackLine	BL		0.50	0.41
	California Resources Corp	CRC		0.68	0.53
	Certara	CERT		0.10	0.12
	Cirrus Logic	CRUS		0.62	0.67
	Compass Minerals	CMP		-0.65	1.01
	Coupang	CPNG		0.01	0.08
	Cryoport	CYRX		-0.40	-0.42
	DaVita	DVA		2.63	2.08
	Devon Energy	DVN		1.27	1.18
	Establishment Labs	ESTA		-0.51
	EverCommerce	EVCM		0.12	0.00
	Exelixis	EXEL		0.31	0.31
	Flywire	FLYW		0.00	-0.15
	Fortinet	FTNT		0.41	0.38
	FS KKR Capital	FSK		0.72	0.78
	Globus Medical	GMED		0.68	0.63
	GoPro	GPRO		-0.25	-0.07
	Grand Canyon Education	LOPE		1.10	1.01
	Grocery Outlet	GO		0.20	0.32
	Gulfport Energy	GPOR		3.03
	Halozyme Therapeutics	HALO		0.79	0.74
	Hecla Mining	HL		0.03	0.03
	IAC Inc.	IAC		0.03	-1.07
	Illumina	ILMN		0.80	0.32
	Innospec	IOSP		1.37	1.28
	Inogen	INGN		-0.39	-0.42
	Inspire Medical Systems	INSP		-0.13	-0.41
	Instacart	CART		0.12
	Inter Parfums	IPAR		1.02	1.09
	Intl Flavors	IFF		0.96	0.86
	iRobot	IRBT		-1.78	-1.42
	Jack In The Box	JACK		1.51	1.45
	Kinross Gold	KGC		0.14	0.14
	Ligand Pharma	LGND		0.98	1.42
	Lumen Technologies	LUMN		-0.04	0.10
	Luminar Technologies	LAZR		-0.17	-0.21
	Masimo	MASI		0.77	0.62
	Mosaic	MOS		0.66	1.04
	MRC Global	MRC		0.25	0.25
	National Health	NHI		1.10	1.06
	Nevro	NVRO		-0.69	-0.69
	Nuvei Corporation	NVEI		0.46	0.39
	OraSure	OSUR		0.03	0.09
	Ormat Tech	ORA		0.38	0.40
	OUTFRONT Media	OUT		0.70	0.47
	Permian Resources	PR		0.38	0.27
	Power Integrations	POWI		0.26	0.36
	Progyny	PGNY		0.40	0.15
	Qualys	QLYS		1.32	1.27
	Rapid7	RPD		0.52	0.18
	Reddit	RDDT		0.12
	Redfin	RDFN		-0.26	-0.25
	Revolve Group	RVLV		0.14	0.10
	Rivian Automotive	RIVN		-1.20	-1.08
	Shoals Technologies	SHLS		0.08	0.14
	Skyline Champion	SKY		0.73	0.89
	Stem	STEM		-0.18	-0.26
	Steris	STE		1.98	2.00
	Stride	LRN		1.31	1.01
	Sunrun	RUN		-0.40	0.25
	Super Micro Computer	SMCI		8.22	3.51
	Supernus Pharma	SUPN		0.39	-0.02
	Toast	TOST		0.10	-0.19
	Traeger	COOK		0.04	0.04
	Treace Medical Concepts	TMCI		-0.28	-0.20
	Trex	TREX		0.78	0.71
	TripAdvisor	TRIP		0.37	0.34
	Upstart	UPST		-0.39	0.06
	V.F. Corp	VFC		-0.37	-0.15
	Veeco Instruments	VECO		0.43	0.36
	Veracyte	VCYT		-0.01	-0.12
	VTEX	VTEX		0.02	-0.035

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Wednesday, August 07
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	ACM Research	ACMR		0.35	0.63
	Astec Industries	ASTE		0.70	0.87
	Avista	AVA		0.30	0.23
	B2Gold	BTG		0.07	0.07
	Brinks	BCO		1.47	1.18
	Brookfield Corp.	BN		0.62
	Ceva	CEVA		0.03	-0.02
	Charles River	CRL		2.41	2.69
	Conduent	CNDT		-0.26	0.01
	CSG Systems	CSGS		0.91	0.80
	CVS Health	CVS		1.73	2.21
	Dine Brands	DIN		1.64	1.82
	DNOW Inc.	DNOW		0.24	0.25
	Dynatrace	DT		0.29	0.27
	Emerson	EMR		1.41	0.92
	Enlight Renewable Energy Ltd.	ENLT
	Enovis Corporation	ENOV		0.59	0.61
	Extreme Networks	EXTR		0.13	0.33
	First Majestic Silver	AG		-0.04	0.02
	FREYR Battery	FREY		-0.18	-0.18
	Geo Group	GEO		0.26	0.24
	Global Payments	GPN		2.91	2.62
	Gogo	GOGO		0.13	0.19
	Hilton	HLT		1.86	1.63
	Holley Inc.	HLLY		0.09	0.14
	International Money Express	IMXI		0.57	0.50
	International Seaways	INSW		2.51	3.11
	Intra-Cellular Therapies	ITCI		-0.18	-0.45
	Janus International Group	JBI		0.27
	Kennametal	KMT		0.44	0.51
	Kornit Digital	KRNT		-0.01	-0.15
	Loar Holdings	LOAR		0.10
	Louisiana-Pacific	LPX		1.93	0.55
	Lyft	LYFT		0.19	0.16
	Madrigal Pharmaceuticals	MDGL		-7.66	-4.69
	National Vision	EYE		0.09	0.17
	New York Times	NYT		0.41	0.38
	NiSource	NI		0.17	0.11
	Nomad Foods	NOMD		0.42	0.40
	ODP Corporation	ODP		1.20	0.99
	OGE Energy	OGE		0.46	0.44
	Oscar Health	OSCR		0.16	-0.07
	Payoneer	PAYO		0.05	0.12
	Playtika	PLTK		0.23	0.21
	R1 RCM	RCM		0.06	0.00
	Ralph Lauren	RL		2.46	2.34
	Reynolds Consumer Products	REYN		0.44	0.32
	Rockwell Automation	ROK		2.08	3.01
	RXO, Inc.	RXO		0.03	0.08
	Shopify	SHOP		0.20	0.14
	SmartRent	SMRT		-0.02	-0.05
	SpringWorks Therapeutics	SWTX		-1.07	-1.25
	Suncor Energy	SU		1.11
	Sunoco LP	SUN		0.74	0.78
	Sunstone Hotel	SHO		0.27	0.33
	Super Group	SGHC		0.11
	Taboola	TBLA		0.03	0.00
	TEGNA	TGNA		0.48	0.44
	Triumph Group	TGI		-0.05	-0.10
	United Parks & Resorts Inc.	PRKS		1.60
	Valvoline	VVV		0.47	0.43
	Vertex	VERX		0.13	0.08
	Vishay	VSH		0.15	0.68
	Walt Disney	DIS		1.18	1.03
	Warner Music Group	WMG		0.28	0.23
	Wix.com	WIX		1.36	1.26
	Wolverine	WWW		0.11	0.19
	Zimmer Biomet	ZBH		1.99	1.82
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	8x8	EGHT		0.09	0.13
	ACV Auctions	ACVA		0.02	-0.10
	AerSale	ASLE		0.10
	Alpha and Omega Semi	AOSL		0.04	0.19
	Amdocs	DOX		1.60
	AppLovin	APP		1.26	0.22
	Armada Hoffler Properties	AHH		0.31	0.32
	Assured Guaranty	AGO		1.42	0.60
	Astrana Health	ASTH		0.56
	Atmos Energy	ATO		1.05	0.94
	Barings BDC	BBDC		0.30	0.31
	Beyond Meat	BYND		-0.52	-0.83
	Blink Charging	BLNK		-0.13	-0.44
	Boot Barn Holdings	BOOT		1.06	1.13
	Brighthouse Financial	BHF		4.37	4.04
	Bumble Inc.	BMBL		0.23	0.05
	CACI Intl	CACI		5.93	5.30
	Cardlytics	CDLX		-0.20	-0.24
	CF Industries	CF		1.81	2.70
	Chord Energy	CHRD		5.09	3.65
	Clean Energy Fuels	CLNE		-0.02	-0.07
	Coeur Mining	CDE		-0.02	-0.06
	Copa Holdings	CPA		2.83	3.92
	CoreCivic	CXW		0.37	0.33
	Corpay	CPAY		4.51
	Crane NXT	CXT		1.04
	Curtiss-Wright	CW		2.29	2.15
	Digi Intl	DGII		0.49	0.50
	DigitalBridge	DBRG		0.11	0.06
	Dolby Labs	DLB		0.59	0.55
	Duolingo	DUOL		0.85	0.09
	Dutch Bros	BROS		0.13	0.13
	Encore Capital	ECPG		1.18	1.08
	Energy Transfer	ET		0.28	0.25
	Enersys	ENS		1.95	1.89
	Envista	NVST		0.29	0.43
	Equinix	EQIX		6.13	8.04
	Esco Tech	ESE		1.20	1.09
	Fastly	FSLY		-0.08	-0.04
	Fluence	FLNC		-0.11	-0.20
	Genco Shipping & Trading	GNK		0.44	0.27
	Guardant Health	GH		-0.61	-0.67
	Health Catalyst	HCAT		0.08	0.05
	Hillenbrand	HI		0.82	0.95
	Horace Mann	HMN		0.42	0.10
	HubSpot	HUBS		1.64	1.34
	Hudson Pacific Properties	HPP		0.17	0.22
	ICU Medical	ICUI		1.00	1.88
	IonQ	IONQ		-0.11	-0.22
	Jackson Financial	JXN		4.36	3.34
	Jamf Holding	JAMF		0.14	0.05
	JFrog	FROG		0.14	0.11
	Joby Aviation	JOBY		-0.18	-0.45
	Kennedy Wilson	KW		-0.24	0.28
	Kinetik	KNTK		0.57
	Klaviyo	KVYO		0.10
	Kulicke & Soffa	KLIC		0.30	0.55
	LegalZoom.com	LZ		0.09	0.10
	Leslie's	LESL		0.32	0.41
	Light & Wonder	LNW		1.02	-0.01
	LiveRamp	RAMP		0.31	0.29
	Magnite	MGNI		0.15	0.09
	Manitowoc	MTW		0.49	0.75
	Manulife Financial	MFC		0.88	0.83
	Marathon Oil	MRO		0.70	0.48
	Maravai Life Sciences	MRVI		0.00	-0.05
	MAXIMUS	MMS		1.52	0.78
	McKesson	MCK		7.21	7.27
	MKS Instruments	MKSI		1.07	1.32
	ModivCare	MODV		0.77	1.47
	Nutrien	NTR		2.19	2.53
	NV5 Global	NVEE
	Occidental Petro	OXY		0.78	0.68
	ODDITY Tech Ltd.	ODD		0.68
	OPENLANE	KAR		0.21	0.25
	Pan Am Silver	PAAS		0.15	0.04
	PetIQ	PETQ		0.50	0.46
	Primerica	PRI		4.47	3.99
	Ramaco Resources	METC		-0.01
	Rayonier	RYN		0.14	0.05
	Robinhood Markets	HOOD		0.26	0.03
	Root, Inc.	ROOT		-0.13
	Royal Gold	RGLD		1.19	0.88
	Sabra Health Care REIT	SBRA		0.34
	Sinclair Broadcast	SBGI		-0.09	-1.38
	SiTime	SITM		0.04	-0.22
	Sitio Royalties Corp.	STR		0.18	-0.01
	SM Energy	SM		1.52	1.28
	SolarEdge Technologies	SEDG		-1.56	2.62
	Sonos	SONO		0.17	-0.18
	SunOpta	STKL		0.01	-0.03
	Talos Energy	TALO		-0.07	0.09
	UGI Corp	UGI		-0.06	0.00
	Upwork	UPWK		0.23	0.10
	Vital Energy	VTLE		1.82	4.35
	VIZIO	VZIO		-0.01	0.01
	Warner Bros. Discovery	WBD		-0.03	-0.51
	Watts Water Tech.	WTS		2.33	2.34
	Waystar Holding Corp.	WAY		-0.02
	Western Midstream	WES		0.86	0.64
	Ziff Davis	ZD		1.29	1.27
	Zillow	ZG		0.27	0.39

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Thursday, August 08
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Advanced Drainage Systems	WMS		2.07	2.04
	Americold Realty Trust	COLD		0.28	0.28
	Avnet	AVT		0.97	2.06
	Cars.com	CARS		0.45	1.37
	Cheniere Energy	LNG		1.73	5.61
	Choice Hotels	CHH		1.85	1.75
	Cogent Communications	CCOI		-1.27	23.65
	Commscope	COMM		-0.08	0.19
	CyberArk	CYBR		0.40	0.03
	Datadog	DDOG		0.36	0.36
	Ducommun	DCO		0.61
	Eli Lilly	LLY		2.77	2.11
	Embraer SA	ERJ		0.05	0.32
	Endeavor Group	EDR			1.29
	Endeavour Silver	EXK		0.58	0.01
	Equinox Gold	EQX		-0.03
	First Advantage Corp.	FA		0.21	0.24
	Geron	GERN		-0.10	-0.09
	GoodRx	GDRX		0.03	0.07
	Gray Television	GTN		0.07	-0.10
	Haemonetics	HAE		1.01	1.05
	Hanesbrands	HBI		0.10	-0.01
	Hilton Grand Vacations	HGV		1.05	0.85
	Himax Tech	HIMX		0.14	0.01
	Ironwood Pharma	IRWD		0.14	-6.84
	Kelly Services	KELYA			0.36
	Koppers Holdings	KOP		1.32	1.26
	Krispy Kreme, Inc.	DNUT		0.05	0.07
	Lamar Advertising	LAMR			1.90
	LifeStance Health Group	LFST		-0.01	-0.13
	Martin Marietta	MLM		5.36	5.60
	MDU Resources	MDU		0.21	0.29
	MFA Financial	MFA		0.38	0.40
	Murphy Oil	MUR		0.73	0.79
	N-able	NABL		0.10	0.09
	Nexstar	NXST		4.24	2.64
	Nova Measuring	NVMI		1.36	1.06
	NRG Energy	NRG		1.55	1.25
	Papa John's	PZZA		0.53	0.59
	PAR Technology	PAR		-0.17	-0.52
	Parker-Hannifin	PH		6.22	6.08
	PENN Entertainment	PENN		-0.20	0.48
	Piedmont Lithium	PLL
	Prestige Consumer	PBH		0.86	1.06
	Primo Water	PRMW		0.24	0.24
	Privia Health	PRVA		0.18	0.17
	Roivant Sciences	ROIV			-0.38
	Sally Beauty	SBH		0.40	0.49
	Scholar Rock	SRRK		-0.62	-0.47
	Sealed Air	SEE		0.64	0.80
	SharkNinja	SN		0.61
	Shift4 Payments	FOUR		0.87	0.74
	Spectrum Brands	SPB		1.22	0.75
	Tecnoglass	TGLS		0.83	1.12
	Telus	TU		0.22	0.19
	TELUS International	TIXT		0.19	0.17
	Tennant	TNC		1.72	1.86
	TKO Group Holdings	TKO		0.88
	Under Armour	UAA		-0.08	0.02
	US Foods	USFD		0.93	0.79
	Viatris	VTRS		0.68	0.22
	Vital Farms	VITL		0.20
	Walker & Dunlop	WD		1.17	0.98
	Warby Parker	WRBY		0.05	0.04
	Xometry	XMTR		-0.15	-0.14
	XPEL	XPEL		0.46	0.57
	YETI Holdings	YETI		0.64	0.57
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	10x Genomics	TXG		-0.48	-0.53
	Air Transport Services Group	ATSG		0.16	0.57
	Akamai Tech	AKAM		1.53	1.49
	Alarm.com	ALRM		0.49	0.49
	AMN Healthcare	AMN		0.78	2.38
	Amplitude	AMPL		-0.01	0.02
	Arlo Technologies	ARLO		0.09	0.06
	Array Tech	ARRY		0.11	0.47
	Arrowhead	ARWR		-0.59	-0.96
	AvePoint	AVPT			-0.07
	Bloom Energy	BE		-0.04	-0.17
	Cannae Holdings	CNNE		-0.18
	Capri Holdings	CPRI		0.65	0.74
	CarGurus	CARG		0.34	0.29
	Chesapeake Utilities	CPK		0.81
	Collegium Pharmaceutical	COLL		1.45	0.34
	CONSOL Energy	CEIX		0.94
	Crinetics Pharmaceuticals	CRNX		-0.86
	CS Disco	LAW		-0.09	-0.11
	Cytokinetics	CYTK		-0.91	-1.34
	DigitalOcean	DOCN		0.39	0.00
	Diodes	DIOD		0.35	1.59
	Docebo	DCBO		0.22	0.14
	Douglas Emmett	DEI		0.43	0.48
	Doximity	DOCS		0.23	0.19
	Dropbox	DBX		0.52	0.51
	DXC Technology	DXC		0.58	0.63
	e.l.f. Beauty	ELF		0.84	1.10
	Evolent Health	EVH		0.26	0.14
	Expedia Group	EXPE		3.16	2.89
	FIGS, Inc.	FIGS		0.00	0.02
	Five9	FIVN		0.44	0.52
	Funko	FNKO		-0.14	-0.43
	Genpact	G		0.72	0.72
	Gilead Sciences	GILD		1.60	1.34
	Green Dot	GDOT		0.25	0.37
	indie Semiconductor	INDI		-0.09	-0.10
	Insulet	PODD		0.56	0.39
	Mercer Intl	MERC		-0.44	-1.48
	MeridianLink	MLNK		0.08	-0.06
	Metallus	MTUS		0.42
	News Corp.	NWSA		0.16	0.14
	Nu Skin	NUS		0.17	0.54
	Onto Innovation	ONTO		1.20	0.79
	Open Lending	LPRO		0.05	0.09
	Paramount Global	PARA		0.13	0.10
	Paymentus	PAY		0.09	0.05
	Pembina Pipeline	PBA		0.76	0.60
	ProAssurance	PRA		0.09	0.16
	PubMatic	PUBM		-0.02	0.02
	QuinStreet	QNST		-0.05	-0.01
	Rackspace Technology	RXT		-0.11	-0.06
	RB Global	RBA		0.84	0.85
	Repay Holdings	RPAY		0.22	0.19
	Resideo	REZI		0.49	0.34
	Rocket Lab USA	RKLB		-0.07	-0.10
	Savers Value Village	SVV		0.20	0.22
	Scripps	SSP		0.03	-0.09
	Solventum Corporation	SOLV		1.51
	SoundHound AI	SOUN		-0.09	-0.10
	StepStone Group	STEP		0.35	0.26
	Sun Life	SLF		1.58	1.12
	Sweetgreen	SG		-0.02	-0.24
	Synaptics	SYNA		0.55	0.49
	Take-Two	TTWO		0.01	-1.22
	TechTarget	TTGT		0.41	0.45
	The Trade Desk	TTD		0.36	0.28
	Trupanion	TRUP		-0.18	-0.33
	TTEC Holdings	TTEC		0.30	0.55
	Unity Software	U		0.14	-0.51
	Verra Mobility	VRRM		0.21	0.29
	Viavi	VIAV		0.07	0.10
	Westrock Coffee Company	WEST			-0.35
	Wheaton Precious Metals	WPM		0.31	0.32
	Yelp	YELP		0.71	0.21

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Friday, August 09
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Algonquin Power & Utilities	AQN		0.08	0.08
	AMC Networks	AMCX		1.65	2.02
	American Axle	AXL		0.11	0.12
	Construction Partners	ROAD		0.55	0.41
	Embecta Corp.	EMBC		0.46	0.69
	Enbridge	ENB		0.64	0.68
	Evergy	EVRG		0.90	0.81
	Legend Biotech	LEGN		-0.28	-0.57
	New Fortress Energy	NFE		0.06	0.58
	Sylvamo	SLVM		1.58	1.14
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Getty Images	GETY		0.05

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Monday, August 12
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Fortrea	FTRE
	Monday.com	MNDY		0.56	0.41
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Alcon	ALC		0.73	0.69
	Kodiak Gas Services	KGS		0.55	0.30

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Tuesday, August 13
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Home Depot	HD		4.58	4.65
	Hudbay Minerals	HBM		0.07	-0.07
	HUYA	HUYA		0.55	0.09
	James Hardie	JHX		0.39
	Paysafe	PSFE		0.08	0.56
	Talen Energy	TLN		-1.14
	Tencent Music	TME		1.18	0.82
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	ChipMOS TECHNOLOGIES	IMOS		0.79	0.56
	Ibotta	IBTA		0.73
	Kyverna Therapeutics	KYTX		-0.67
	Mercury	MRCY		-0.04	0.11
	NCR Atleos	NATL		0.68
	NeuroPace	NPCE		-0.30
	Seadrill Ltd	SDRL		0.62
	U.S. Physical Therapy	USPH		0.82	0.76

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Wednesday, August 14
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Arcos Dorados	ARCO		0.13
	Brinker	EAT		1.65	1.39
	Cardinal Health	CAH		1.73	1.55
	Dole plc	DOLE		0.43	0.51
	Marex Group plc	MRX		0.56
	Riskified	RSKD		0.03	0.00
	Smith Douglas Homes Corp	SDHC		0.37
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Cisco	CSCO		0.85	1.14
	dLocal Limited	DLO		0.10	0.15
	Paycor	PYCR		0.09	0.08
	StoneCo	STNE		1.55	0.98

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Thursday, August 15
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Applied Industrial	AIT		2.51	2.35
	Canada Goose	GOOS		-0.80	-0.70
	Cellebrite DI	CLBT		0.05	0.05
	Deere	DE		5.90	10.20
	Grab	GRAB		-0.01	-0.03
	Lightspeed	LSPD		0.07	-0.01
	Walmart	WMT		0.64	1.84
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Applied Materials	AMAT		2.02	1.90

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Friday, August 16

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Monday, August 19
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Estee Lauder	EL		0.26	0.07

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Tuesday, August 20
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Amer Sports	AS		-0.06
	CAE	CAE		0.20	0.24
	Lowe's	LOW		4.01	4.56
	Medtronic	MDT		1.20	1.20
	Premier	PINC		0.49	0.68
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Coty	COTY		0.04	0.01

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Wednesday, August 21
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Analog Devices	ADI		1.51	2.49
	Target	TGT		2.19	1.80
	TJX	TJX		0.92	0.85
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Agilent	A		1.26	1.43
	Sociedad Quimica y Minera	SQM		1.00	2.03
	Synopsys	SNPS		3.28	2.88
	Urban Outfitters	URBN		1.01	1.10

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Thursday, August 22
Before The Open			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Baidu	BIDU		18.86	22.55
	BJ's Wholesale	BJ		1.00	0.97
	Canadian Solar	CSIQ		0.10	2.39
	Toronto-Dominion Bank	TD		2.06	1.99
After The Close			Actual	Consensus	Yr Ago	Yr/Yr Rev
	Bill.com	BILL		0.46	0.59
	Lions Gate Entertainment	LGF.A		-0.01	-0.04

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.

Friday, August 23

(a) Excluding non-recurring items.
(b) Calculated using current exchange rate.
(c) May not be comparable to consensus.