💡 Earnings Highlights - Key Takeaways & Reports for July 9th

Earnings360 Home Unsubscribe I endorsed someone else's model for the first time (ad) The sell discipline that changed my mind after 30 years Porter Stansberry spent 30 years ignoring outside investment systems - until he met Emmet Savage in Dublin. Savage's model, built on Hamiltonian mechanics applied to equity analysis, has delivered nearly 2,000% returns over 17 years with only one losing year. What convinced Porter wasn't the returns. It was the sell discipline - a framework that identifies the exact moment a position's energy begins to decay, signaling an exit before the decline. He calls it the most rigorous sell system he has ever seen, comparing its edge to RenTech's famed Medallion Fund. WATCH PORTER'S FULL BREAKDOWN OF PROJECT PROPHET AND EMMET'S SYSTEMtc pixel Top Earnings News Lockheed Martin Secures the Ultimate Defense Moat Catching the AI Wave: DigitalOcean Reels in AI Whales The next AI rotation is already underway are you positioned?tc pixel (from StockEarnings) Rivian’s 75 Million-Share Offering Turns the R2 Growth Story Into a Dilution Test Scotiabank Sees a New Growth Story for Cloudflare Why Exxon Could Be the Market's Next Big Comeback Stock Meta Platforms’ Cloud Push: Growth Opportunity Versus AI Concerns I can't stop looking at this maptc pixel (from Monument Traders Alliance) Why Penguin Solutions May Be the Smartest AI Infrastructure Stock Stacking Chips: The Hidden Supply Shock Fueling Intel Orbiting Capital: Lawmakers Buy SpaceX Ahead of Index Inclusion GE Vernova’s Power Surge Turns the Grid Into an AI Trade Profit on IPO day without owning a share? (ad) Profit on IPO day without owning a share? Forbes is warning of 'an IPO tsunami' hitting Wall Street, with more than 800 companies lined up to go public. Trading veteran Larry Benedict has made 95 documented trades around IPO days since 2022, logging an 82.1% win rate - without ever buying a single share of the IPO stock. This Wednesday, July 15, at 8 p.m. ET, Benedict is hosting a free strategy session revealing the one ticker he targets on IPO day, a little-known clause in IPO paperwork that offers two shots at a payout, and how everyday investors can position themselves before the next IPO Profit Window opens. RESERVE YOUR FREE SEAT FOR THE JULY 15 IPO STRATEGY SESSIONtc pixel THURSDAY, JULY 9 Today's Earnings Announcements Company Current Price Consensus EPS Actual EPS Beat/Miss Consensus Revenue Actual Revenue YoY Revenue Growth Report SMPL Simply Good Foods $13.48 $0.35 $0.42 $0.07 $356.98 $332.99 -6.3% → SVNDY Seven and I $12.91 $0.10 $0.21 $0.11 $0.00 $14.97 thousand → When AI moves into logistics and energy, this name comes up (ad) Microcap CNTM is the Next Layer of AI Beyond NVIDIA! As AI shifts from training models to real-world deployment, physical infrastructure is becoming the new bottleneck - and ConnectM Technology Solutions (CNTM) is positioning itself at that intersection. Through its DeliveryCircle logistics platform and Keen Labs distributed energy division, CNTM is embedding AI directly into the systems that move goods and manage power - one layer deeper than semiconductors or cloud software. LEARN HOW CNTM IS BUILDING THE NEXT LAYER OF THE AI ECONOMYtc pixel WEDNESDAY, JULY 8 Yesterday's Earnings Announcements Company Current Price Consensus EPS Actual EPS Beat/Miss Consensus Revenue Actual Revenue YoY Revenue Growth Report AZZ AZZ $138.91 $1.69 $1.85 $0.16 $448.53 $434.58 6.3% → EPAC Enerpac Tool Group $33.11 $0.49 $0.60 $0.11 $167.55 $165.60 5.7% → LEVI Levi Strauss & Co. $24.87 $0.24 $0.28 $0.04 $1.56 thousand $1.52 thousand 8.0% → PEP PepsiCo $136.68 $2.19 $2.20 $0.01 $24.18 thousand $23.95 thousand 6.4% → PSMT PriceSmart $195.78 $1.32 $1.28 ($0.04) $1.48 thousand $1.43 thousand 12.5% → A $22.7 billion backlog, 49% revenue growth, and zero debt (ad) A $22.7 billion backlog, 49% revenue growth, and zero debt One company grew Q1 revenue 49% year over year with a 43% gross margin and zero debt. Another holds a $22.7 billion backlog, $2 billion in cash, and more than doubled adjusted EBITDA to $78 million. A semiconductor-test leader saw revenue climb from $686M to $1.282B while analysts model 82.9% EPS growth for 2026. A free report names all seven companies, breaks down each balance sheet and growth profile, and flags which are expensive, which charts look broken, and where execution risk sits. CLICK HERE TO GET YOUR FREE COPY OF THIS REPORT TODAYtc pixel Upcoming Earnings Reports Company Release Date Release Time AREC American Resources 7/10/2026 Afternoon ANGO AngioDynamics 7/14/2026 Morning EQBK Equity Bancshares 7/14/2026 Afternoon MarketBeat Earnings Tools Earnings Call Transcripts → Earnings Beats & Misses → Corporate Guidance → Live Conference Calls → Today's Earnings → Tomorrow's Earnings → Next Week's Earnings → Upcoming Earnings Calls → Earnings360 Home Thank you for subscribing to Earnings360, a morning newsletter that summarizes quarterly earnings for public companies that trade on U.S. markets. If you have questions about your account, please email our U.S. based support team at contact@marketbeat.com. Unsubscribe © 2006-2026 MarketBeat Media, LLC. All rights protected. 345 North Reid Place, Sixth Floor, Sioux Falls, SD 57103. United States of America.. Just For You: I endorsed someone else's model for the first time (From Porter & Company)