"Whisper Numbers"

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6:35 am AZZ beats by $0.02, misses on revs; narrows FY16 guidance (AZZ) :
•Reports Q3 (Nov) earnings of $0.91 per share, $0.02 better than the Capital IQ Consensus of $0.89; revenues rose 7.8% year/year to $242.4 mln vs the $249.87 mln Capital IQ Consensus.
•Co narrows guidance for FY16, sees EPS of $2.90-3.10 from $2.85-3.30, excluding non-recurring items, vs. $3.03 Capital IQ Consensus; sees FY16 revs $890-915 mln from $900-940 mln vs. $909.34 mln Capital IQ Consensus Estimate.
•"Our WSI specialty welding business continues to penetrate and gain market share in the global markets that we serve. Quoting activity for the quarter was strong, and the current backlog in our Energy Segment remains solid. In the Galvanizing Service Segment, the market continued to present some challenges in the Gulf Coast region from lower oil prices, but we are gaining strength in other sectors to partially compensate, including bridge and highway and electric utilities."

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The "Street" has NWL coming in at .58 for the quarter that should be reported on or about January 30, 2016! All post's welcome! The "Good Dr's In"!

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The "Street" has CL coming in at .74 for the quarter that should be reported on or about January 20, 2016! All post's welcome! The "Good Dr's In"!

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The "Street has NWL coming in at .57 for the quarter that should be reported on or about January 26, 2015! All post's welcome! The "Good Dr's In"!

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The "Street" has KKR coming in at - .28 for the quarter that should be reported on or about October 27, 2015! All post's welcome! The "Good Dr's In"!

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The "Street" has SWK coming in at 1.56 for the quarter that should be reported on or about October 22, 2015! All post's welcome! The "Good Dr's In"!

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The "Street" has SONC coming in at .44 for the Fourth Quarter that should be reported on or about October 15th 2015! All post's welcome! The "Good Dr's In"!

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The "Street" has NWL coming in at .64 for the quarter that should be reported on or about October 30, 2015! All post's welcome! The "Good Dr's In"!

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Stanley Black & Decker's Q2 Earnings Beat, Outlook Raised - Analyst Blog

Zacks
By Zacks Equity Research
July 30, 2015 11:48 AM

Industrial tool maker Stanley Black & Decker SWK reported better-than-expected results for second-quarter 2015. The company’s earnings from continuing operations of $1.54 per share exceeded the Zacks Consensus Estimate of $1.53. Also, the bottom line came 10.8% above the year-ago tally of $1.39.

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The "Street" has TTC coming in at .92 for the 2nd quarter that should be reported on or about August 20, 2015!

All post's welcome!

The "Good Dr's In"!

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The "Street" has AZZ coming in at .73 for the 2nd quarter that should be reported on or about September 29, 2015!

All post's welcome!

The "Good Dr's In"!

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8:34 am Clorox beats by $0.07, beats on revs; guides FY16 EPS below consensus, revs below consensusBriefing.com(Mon, Aug 3)

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7:10 am WisdomTree beats by $0.01, reports revs in-line (WETF) : Reports Q2 (Jun) earnings of $0.18 per share, $0.01 better than the Capital IQ Consensus Estimate of $0.17; revenues rose 85.0% year/year to $81.6 mln vs the $81.42 mln consensus.

•Total revenues increased 84.8% from the second quarter of 2014 and 35.6% compared to the first quarter of 2015 to a record $81.6 million primarily due to higher average AUM from strong inflows.
•Gross margin for our U.S. listed ETFs, which is our total revenues less fund management and administration expenses and third party sharing arrangements, was 86.4% in the second quarter of 2015 as compared to 82.4% in the second quarter of 2014 and 83.2% in the first quarter of 2015. The increase was primarily due to higher average AUM.

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6:36 am Newell Rubbermaid beats by $0.02, beats on revs; guides FY15 EPS in-line (NWL) : Reports Q2 (Jun) earnings of $0.64 per share, $0.02 better than the Capital IQ Consensus Estimate of $0.62; revenues rose 4.0% year/year to $1.56 bln vs the $1.54 bln consensus.

•Co raises guidance for FY15, sees EPS of $2.14-2.20 vs. $2.16 Capital IQ Consensus Estimate, up from prior guidance of $2.10-2.18. Raises core sales growth guidance to 4.0-5.0% from 3.5-4.5%.

•"Core sales grew in all five of our segments and in all four geographic regions. Our Win Bigger businesses grew 6.5 percent, led by our global Writing business which grew core sales over ten percent. Momentum continued to build in our Baby & Parenting business, which also had a strong quarter with core growth of 6.0 percent. We are driving accelerated growth and earnings performance as a result of strengthened innovation, increased investment in brands, aggressive cost programs and excellent commercial execution."

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7:05 am Procter & Gamble beats by $0.05, reports revs in-line; guides FY16 ex-Beauty business (PG) :
•Reports Q4 (Jun) earnings of $1.00 per share, excluding non-recurring items, $0.05 better than the Capital IQ Consensus Estimate of $0.95; revenues fell 9.2% year/year to $17.79 bln vs the $17.95 bln consensus. Organic sales were unchanged for the quarter as a three percentage point benefit from pricing and mix was offset by lower shipment volume.
•P&G said it is projecting organic sales to be in-line to up low-single digits versus fiscal 2015. Foreign exchange is expected to be a four to five percentage point headwind on all-in sales growth. As a result, the Company expects all-in sales to be down low-to-mid single digits versus fiscal 2015 results.
•The Company said it expects core earnings per share to be slightly below to up mid-single digits versus fiscal 2015 restated core EPS of $3.77. Strong operating profit growth is expected to be largely offset by a six to seven percentage point core EPS growth headwind from lower non-operating income and a higher core effective tax rate. P&G noted that foreign exchange is estimated to be a three to four percent negative impact on core EPS growth, with the vast majority of this impact affecting the first-half of fiscal 2016.

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4:11 pm Wynn Resorts misses by $0.23, misses on revs (WYNN) : Reports Q2 (Jun) earnings of $0.74 per share, $0.23 worse than the Capital IQ Consensus Estimate of $0.97; revenues fell 26.3% year/year to $1.04 bln vs the $1.07 bln consensus. The decline was the result of a 35.8% net revenue decrease from our Macau Operations and a 6.2% decrease in net revenues from our Las Vegas Operations.

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The "Street" has WETF coming in at .17 for the quarter that should be reported on or about July 31, 2015! All post's welcome! The "Good Dr's In"!

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The "Street" has AAPL coming in at 1.97 for the quarter that should be reported on or about July 21, 2015! All post's welcome! The "Good Dr's In"!

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4:17 pm Netflix beats by $0.02, reports revs in-line (NFLX) : Reports Q2 (Jun) earnings of $0.06 per share, $0.02 better than the Capital IQ Consensus Estimate of $0.04; revenues rose 22.8% year/year to $1.65 bln vs the $1.65 bln consensus.

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8:06 am AZZ beats by $0.07, reports revs in-line; raises FY16 guidance on US Galvanizing acquisition (AZZ) :

Reports Q1 (May) earnings of $0.77 per share, $0.07 better than the Capital IQ Consensus Estimate of $0.70; revenues rose 5.9% year/year to $228.9 mln vs the $228.59 mln consensus.
Earnings for the first quarter of fiscal 2016 were positively impacted by an improved gross margin of 25.9% compared to 25.6% in the first quarter of fiscal 2015, despite the challenging comparison year over year from insurance proceeds related to business interruption settlements.
Co issues guidance for FY16, raises EPS to $2.85-3.30 from $2.75-3.25 vs. $2.94 Capital IQ Consensus; raises FY16 revs to $900-940 mln from $875-925 mln vs. $910.90 mln Capital IQ Consensus. This is a direct result of our acquisition of U.S. Galvanizing and our expectation that it will provide accretion of ~ $0.10 in EPS for fiscal year 2016."

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7:14 am Colgate-Palmolive reports EPS in-line, revs in-line; sees low-single-digit earnings per share decline on a dollar basis,

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6:50 am Newell Rubbermaid beats by $0.02, reports revs in-line; reaffirms FY15 EPS guidance, revs guidance (NWL) : Reports Q1 (Mar) earnings of $0.36 per share, $0.02 better than the Capital IQ Consensus Estimate of $0.34; revenues rose 4.1% year/year to $1.26 bln vs the $1.27 bln consensus.





•Co reaffirms guidance for FY15, sees EPS of $2.10-2.18 vs. $2.15 Capital IQ Consensus Estimate; sees FY15 revs of +3.5-4.5% to ~$5.93-5.98 bln vs. $5.93 bln Capital IQ Consensus Estimate.
•Normalized gross margin was 38.8 percent, a 50 basis point improvement versus prior year, as benefits from productivity, commodity deflation and pricing more than offset the negative impacts of foreign currency and mix from acquisitions.

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Apple beats Street 2Q forecasts

Apple tops 2Q net income and revenue expectations

CUPERTINO, Calif. (AP) _ Apple Inc. (AAPL) on Monday reported fiscal second-quarter profit of $13.57 billion.

The Cupertino, California-based company said it had profit of $2.33 per share.

The results exceeded Wall Street expectations. The average estimate of 19 analysts surveyed by Zacks Investment Research was for earnings of $2.19 per share.

The maker of iPhones, iPads and other products posted revenue of $58.01 billion in the period, which also topped Street forecasts. Fifteen analysts surveyed by Zacks expected $56.6 billion.

For the current quarter ending in June, Apple said it expects revenue in the range of $46 billion to $48 billion. Analysts surveyed by Zacks had expected revenue of $46.93 billion.
Apple shares have climbed 20 percent since the beginning of the year, while the Standard & Poor's 500 index has increased slightly more than 2 percent. In the final minutes of trading on Monday, shares hit $132.65, an increase of 62 percent in the last 12 months. Less

Sentiment: Strong Buy

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8:06 am KKR beats by $0.09, beats on revs (KKR) : Reports Q1 (Mar) earnings of $0.62 per share, excluding non-recurring items, $0.09 better than the Capital IQ Consensus Estimate of $0.53; revenues fell 5.2% year/year to $294.4 mln vs the $262.08 mln consensus.

•"We had a good start to the year with strong returns and cash flow generation, which translated into $599 mln of economic net income and $517 mln of total distributable earnings. Additionally, our balance sheet continues to perform, resulting in a 20% cash return on equity over the twelve months ending March 31st

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6:23 am Stanley Black & Decker beats by $0.12, beats on revs; reaffirms FY15 EPS guidance (SWK) : Reports Q1 (Mar) earnings of $1.07 per share, $0.12 better than the Capital IQ Consensus Estimate of $0.95; revenues rose 0.5% year/year to $2.63 bln vs the $2.6 bln consensus, positive volume (+7%) and price (+1%) were substantially offset by currency (-7%).

Co reaffirms guidance for FY15, sees EPS of $5.65-5.85 vs. $5.75 Capital IQ Consensus. Despite $60 to $70 million ($0.30 to $0.35 per share) in new, incremental foreign currency om pressure year over year currency-related eps headwinds included in full year guidance now total $1.00 to $1.10 (19% to 20% of prior year eps) 2015 free cash flow still expected to be at least $1.0 billion.

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The "Street" has SWK coming in at 1.02 for the quarter that should be reported on or about April 23, 2015! All post's welcome! The "Good Dr's In"!

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8:04 am AZZ beats by $0.04, misses on revs; guides FY16 EPS in-line, revs in-line (AZZ) : Reports Q4 (Feb) earnings of $0.63 per share, $0.04 better than the Capital IQ Consensus Estimate of $0.59; revenues rose 0.7% year/year to $182.3 mln vs the $187.41 mln consensus. Co issues in-line guidance for FY16, sees EPS of $2.75-3.25 vs. $2.97 Capital IQ Consensus Estimate; sees FY16 revs of $875-925 mln vs. $889.95 mln Capital IQ Consensus Estimate.

Industry Comments

"As I noted on the last call, our markets remained mixed during the fourth quarter and our Galvanizing and Energy businesses were impacted by severe weather conditions resulting in delays. Within the Energy segment, WSI was impacted by the refinery strikes that slightly reduced the amount of work completed during available turnarounds. We are seeing improvements in our quoting activity within our Energy business segment, resulting in improved backlog and we anticipate further improvements in our core markets during fiscal 2016. Although we are seeing a slight impact on a couple of our businesses due to lower oil prices and reduced rig count, we continue to see a number of opportunities for growth in most of our businesses".

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4:10 pm Yahoo! misses by $0.03, misses on revs (YHOO) : Reports Q1 (Mar) earnings of $0.15 per share, $0.03 worse than the Capital IQ Consensus Estimate of $0.18; revenues fell 4.0% year/year to $1.04 bln vs the $1.05 bln consensus.

•"This quarter, we saw encouraging revenue growth of 8%, with display revenue growing a modest 2% and search growing 20% on a GAAP basis. Our mobile GAAP revenue reached $234 million in Q1, growing 61% year-over-year."
•Yahoo repurchased ~4 million shares of its common stock for $204 million and satisfied the $3.3 billion income tax liability related to the sale of Alibaba Group ADSs in 2014.
•Cash, cash equivalents, and marketable securities were $6.9 billion as of March 31, 2015

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The "Street" has KKR coming in at .62 for the quarter that should be reported on or about April 23, 2015! All post's welcome! The "Good Dr's In"!

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The "Street" has WETF coming in at .11 for the quarter that should be reported on or about April 30, 2015! All post's welcome! The "Good Dr's In"!

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The "Street" has NTRS coming in at .90 for the quarter that should be reported on or about April 21, 2015! All post's welcome! The "Good Dr's In"!

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The "Street" has AZZ coming in at .61 for the quarter that should be reported on or about March 02, 2015!

All post's welcome!

The "Good Dr's In"!

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7:02 am Newell Rubbermaid reaffirms 2015 EPS in line with consensus (NWL) :
•Core sales growth 3.5% to 4.5%, Capital IQ consensus is 3.8%.
• Currency impact (4.0%) to (5.0%)
• Impact of acquisitions 3.5% to 4.5%
• Net sales growth 3.0% to 4.0%
• Normalized EPS $2.10 to $2.18, Capital IQ consensus $2.15
• The 2015 normalized EPS guidance range excludes between $80 and $120 million of Project Renewal restructuring and restructuring-related charges and other project costs.

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The "Street" has CLX coming in at .91 for the quarter that should be reported on or about January, 29 2015! All post's welcome! The "Good Dr's In"!

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The "Street" has LAD coming in at 1.26 for the quarter that should be reported on or about February 21, 2015! All post's welcome! The "Good Dr's In"!

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4:37 pm Apple beats on the top & bottom line led by iPhones well ahead of estimates; tops Q1 gross margin guidance; guides Q2 revs in-line with estimates (AAPL) : Reports Q1 (Dec) earnings of $3.06 per share, $0.46 better than the Capital IQ Consensus Estimate of $2.60; revenues rose 29.5% year/year to $74.6 bln vs the $67.53 bln consensus with gross margins of 39.9% vs 38.4% est (Guidance of 37.5-38.5%)

•Co issues in-line guidance for Q2, sees Q2 revs of $52.0-55.0 bln vs. $53.75 bln Capital IQ Consensus Estimate; sees Q2 gross margins of 38.5-39.5% vs 38.7% ests.
•International sales accounted for 65% of the quarter's revenue.
•Q1 iPhones 74.5 mln vs 66.8 mln ests 51 mln last year
•Q1 iPads 21.4 mln vs 21.8 mln ests vs 26 mln last year.
•Q1 Macs 5.5 mln vs 5.5 mln ests vs 4.8 mln last year.
Possible AAPL suppliers that could see a reaction following earnings include: QCOM, SWKS, AVGO, INVN, NXPI, TXN, CRUS.

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The "Street" has KKR coming in at .53 the quarter that should be reported on or about February 10, 2015! All post's welcome! The "Good Dr's In"!

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The "Street" has DG coming in at .80 for the quarter that should be reported on or about January 08, 2015! All post's welcome! The "Good Dr's In"!

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The "Street" has AZZ coming in at .75 for the quarter that should be reported on or about January 08, 2015!

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The "Street" has SWK coming in at 1.50 for the quarter that should be reported on or about October 22, 2014! All post's welcome! The "Good Dr's In"!

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The "Street" has AAPL coming in at 1.38 for the quarter that should be reported on or about October 20, 2014! All post's welcome! The "Good Dr's In"!

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The "Street" has YAHOO coming in at .32 for the quarter that should be reported on or about October 21, 2014! All post's welcome! The "Good Dr's In"!

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7:02 am WisdomTree beats by $0.01, misses on revs (WETF) : Reports Q1 (Mar) earnings of $0.12 per share, $0.01 better than the Capital IQ Consensus Estimate of $0.11; revenues rose 46.4% year/year to $42.9 mln vs the $43.41 mln consensus. Included in the quarter were $1.3 million, or $0.01 per diluted EPS, of costs associated with our acquisition of U.K.-based ETP provider Boost and non-recurring costs for transitioning our fund accounting and administration services.

ETF assets under management ("AUM") were $33.9 billion at March 31, 2014, up 35.0% from $25.1 billion at March 31, 2013, and down 2.9% from $34.9 billion at December 31, 2013. AUM decreased from December 31, 2013 due to net outflows of $0.5 billion primarily in our emerging markets equity, currency and fixed income focused ETFs as well as in our Japan Hedged Equity ETF (DXJ). We also had negative market movement of $0.5 billion, primarily in those same funds.

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6:36 am Newell Rubbermaid beats by $0.03, misses on revs; reaffirms FY14 guidance; raises quarterly dividend 13% to $0.17 (NWL) : Reports Q1 (Mar) earnings of $0.35 per share, excluding non-recurring items, $0.03 better than the Capital IQ Consensus Estimate of $0.32; revenues fell 0.7% year/year to $1.23 bln vs the $1.25 bln consensus.

Core sales, which exclude the impact of changes in foreign currency, grew 0.7 percent.
Normalized gross margin was 38.8 percent, a 60 basis point improvement compared with the prior year period. Reported gross margin was 38.1 percent versus 38.2 percent in the prior year period.
"We are confident in our full year financial guidance and expect the company's core sales and earnings per share growth to accelerate through the balance of the year as we significantly increase advertising and promotion investment levels in support of our brands and innovation. Importantly, the Board of Directors has approved a 13 percent increase in our quarterly dividend to $0.17, an annualized rate of $0.68 per share. This is the fourth dividend increase in the last three years, which is a reflection of the Board's continued confidence in Newell's strong cash generation ability and in the promise of our Growth Game Plan."
The company expects the infant harness buckle discussions will be resolved in the second quarter.
Co reaffirms guidance for FY14, sees EPS of $1.94-2.00, excluding non-recurring items, vs. $1.98 Capital IQ Consensus; reaffirms cores sales +3-4%. The company now expects foreign exchange to have a negative impact on 2014 net sales of about 200 basis points and to have a negative impact on both normalized and reported EPS of $0.04 to $0.05 per diluted share for the balance of 2014. Subsequent to the first quarter, the company will begin using the exchange rate determined by periodic auctions for U.S. dollars conducted under Venezuela's SICAD I exchange mechanism (~10.5 to 11.0 Bolivars per U.S. dollar).

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The "Street has UTMD coming in at .91 for the quarter that should be reported on or about May 05, 2014! All post's welcome! The "Good Dr's In"!

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The "Street has WETF coming in at .16625 for the 1st Quarter 2014 that should be reported on or about May 02, 2014! All post's welcome! The "Good Dr's In"!

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The "Street has AAPL coming in at 10.42 for the quarter that should be reported on or about April 23, 2014! All post's welcome! The "Good Dr's In"!

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The "Street has CL coming in at .69 for the quarter that should be reported on or about April 25, 2014! All post's welcome! The "Good Dr's In"!

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The "Street has NWL coming in at .3336 for the quarter that should be reported on or about May 2, 2014! All post's welcome! The "Good Dr's In"!

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The "Street has TZOO coming in at .41 for the quarter that should be reported on or about April 17, 2014! All post's welcome! The "Good Dr's In"!