Earnings Highlights: ICLR, BF.B, BF.A, LULU, IOT, RBRK, CIEN, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Hidden on Tesla's filing: A $12 billion "super startup" (ad)
Hidden on Tesla's filing: A $12 billion "super startup"
Tesla's most recent SEC filing contains a single line showing $12 billion in revenue from a new venture Elon Musk has been quietly building inside the company — one that has nothing to do with cars, robots, space, or AI.

Blackstone calls the underlying opportunity a $23 trillion market. On July 22, Elon is expected to go public with it. Former hedge fund manager Adam O'Dell says he already knows what's coming — and is sharing the name and ticker of one of his top picks to play it, free.
 
Watch Adam O'Dell's full briefing and claim your free ticker nowtc pixel
Top Earnings News
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Nixon Trashed Bretton Woods on a Sunday Night and Your Retirement Has Paid Sincetc pixel 
AI Server Earnings: Wall Street Sees One Clear Standout
A Lulu of a Miss Sends Lululemon to New Lows—Look Out Below
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Five Below Down 12% Post Earnings—Is the Selloff Overdone?
The #1 stock to buy BEFORE the June 12th filingtc pixel 
The Market Has Ollie’s Bargain Outlet Completely Wrong
Buy the Dip? Broadcom's AI Moat Is Wider Than Ever
Ulta's Q1 Report Primes It for a Beauty of a Rebound
From Runway to Riches: Victoria's Secret's New Look

Friday, June 5 Friday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ABM ABM Industries$42.33$0.92$0.90($0.02)$2.29 thousand$2.21 thousand8.4%
GIII G-III Apparel Group$33.71($0.30)($0.21)$0.09$535.96$529.07-8.2%
My SpaceX IPO thesis just changed - here is what I now think (ad)
Massive Update to My SpaceX IPO Thesis
Jeff Brown predicted SpaceX would be the biggest and most anticipated IPO ever - part of Elon's larger plan to run AI from space using sun-powered satellites.

After studying the history of major tech IPOs, Brown has issued a major update to his thesis. Simply buying shares on IPO day may not be the best move available to investors.
 
Read Jeff Brown's updated SpaceX IPO thesis before it goes publictc pixel

Thursday, June 4 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AGX Argan$695.56$2.27$3.24$0.97$290.95$256.0350.2%
BF.A Brown Forman$26.76 - $0.12 - $912.00$0.00
BF.B Brown-Forman$26.21$0.32$0.12($0.20)$912.00$876.492.0%
CHCJY China CITIC Bank$18.62 - $999.00 - $0.00$0.00
CIEN Ciena$489.24$1.46$1.64$0.18$1.57 thousand$1.50 thousand39.5%
COO Cooper Companies$67.34$1.10$1.21$0.11$1.08 thousand$1.06 thousand7.9%
DOCU Docusign$47.26$1.00$1.09$0.09$830.24$824.718.7%
GWRE Guidewire Software$136.82$0.79$0.82$0.03$372.54$355.9226.9%
IOT Samsara$34.84$0.13$0.17$0.04$478.84$455.2130.5%
LULU lululemon athletica$114.23$1.67$1.69$0.02$2.47 thousand$2.44 thousand4.3%
PL Planet Labs PBC$32.08($0.04)($0.03)$0.01$94.15$90.3942.1%
RBRK Rubrik$73.15($0.03)$0.16$0.19$387.07$366.3139.0%
TTAN ServiceTitan$77.40$0.28$0.37$0.09$268.82$257.4024.6%
TTC Toro$87.08$1.50$1.60$0.10$1.42 thousand$1.39 thousand8.1%
WLTH Wealthfront$9.85$0.09$0.07($0.02)$90.48$0.007.1%

Upcoming Earnings Reports

CompanyRelease DateRelease Time
AREC American Resources6/8/2026Afternoon
CPB Campbell's6/8/2026Morning
ICLR Icon6/10/2026Morning
CNM Core & Main6/10/2026Morning
NAVN Navan6/10/2026Afternoon
MH McGraw Hill6/11/2026N/A

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