30 day downside guidance:
Company Ticker Period Est. Preannouncement
01-Jul-03
Murphy Oil MUR Q2 (Jun) $0.69 $0.50-0.65
Rainbow Tech RNBO Q2 (Jun) $0.11 $0.09, revenue of $33 mln, estimate $34 mln
Terex Corp TEX Q2 (Jun) $0.64 Fall short of expectations
27-Jun-03
AGCO Corp AG Q2 (Jun) $0.44 $0.30-0.35, ex items
Anixter AXE Q2 (Jun) $0.29 $0.25-0.27; Revs $630-640 mln, estimate $667 mln
26-Jun-03
Commonwealth Ind CMIN Q2 (Jun) ($0.17) Loss of $0.18-0.23
EXFO EXFO Q4 (Aug) ($0.03) Loss of $0.04-0.07, revenue of $13-16 mln, estimate $16 mln
Medicis MRX Q1 (Sep) $0.56 $0.35, revenue of $62 mln, estimate $66 mln
West Marine WMAR Q2 (Jun) $1.03 $0.94-0.96, Y03 $1.09-1.12, estimate $1.18
A. Schulman SHLM Q3 (May) $0.32 Weaker than forecasted
PMI Group PMI Q2 (Jun) $0.96 $0.71-0.78
Playtex Products PYX Q2 (Jun) $0.22 $0.08-0.10; Y03 $0.42-0.45, est $0.74
Snap-On SNA Q2 (Jun) $0.49 $0.36-0.40
Kana Software KANA Q2 (Jun) ($0.08) Loss of $0.40-0.45, revs $11-12 mln, estimate $18 mln
25-Jun-03
Herman Miller MLHR Q1 (May) $0.12 $0.06-0.10, ex items; Revs $320-340 mln; $363 mln
Carnival Corp CCL Q3 (Aug) $0.93 $0.83-0.87
24-Jun-03
CNF Inc CNF Q2 (Jun) $0.42 $0.26-0.31
Verity VRTY Q1 (Aug) $0.11 $0.04-0.06 (ex items), revs $26-28 mln, estimate $28.6 mln
North Fork Banc NFB Q2 (Jun) $0.67 $0.60-0.62
Advanced Micro AMD Q2 (Jun) ($0.28) Revs $615 mln, estimate $723 mln
Belo BLC Q2 (Jun) $0.37 $0.33
In Focus INFS Q2 (Jun) ($0.22) Revs $123.3-130.6 mln, estimate $147.1 mln
MSC Industrial MSM Q3 (May) $0.20 $0.19; revenues $216 mln, estimate $$216 mln
23-Jun-03
BUCA BUCA Q2 (Jun) $0.09 $0.03
Rohm and Haas ROH Q2 (Jun) $0.42 Loss of $0.03-0.06, includes several ex items, may not be comparable to consensus
Tenet Healthcare THC 2H (Dec) $0.67 $0.40-0.50, ex items
Biogen BGEN Q2 (Jun) $0.42 $0.32-0.38. Y03 $1.72-1.85, estimate $1.78
Avery Dennison AVY Q2 (Jun) $0.79 $0.68-0.72, revenue of $1.2-1.23 bln, estimate $1.23 bln
20-Jun-03
Halliburton HAL Q2 (Jun) $0.26 $0.02 (includes $0.24 charge from Brazil project)
Valero Energy VLO Q2 (Jun) $1.63 $1.00-1.10
Orbital Sciences ORB Y03 (Dec) $0.31 Revs of $560-580 mln, estimate $586 mln
McClatchy Co MNI Q2 (Jun) $0.84 $0.79-0.81
19-Jun-03
ON Semiconductor ONNN Q2 (Jun) ($0.14) Revenue of $253.2-258.5 mln, estimate $265.8 mln
Georgia Gulf GGC Q2 (Jun) $0.32 Reaffirms $0.20-0.25
Saba Software SABA Q1 (Aug) ($0.12) Loss of $0.14-0.22 (GAAP), revs of $10-11 mln, est $11 mln
Solectron SLR Q4 (Aug) ($0.01) Loss of $0.02-0.06, revs $2.6-3.0 bln, est $2.8 bln
Cognos Inc COGN Q2 (Aug) $0.19 $0.15-0.18, revenue of $155-159 mln, estimate $158 mln
18-Jun-03
AsiaInfo ASIA Q2 (Jun) $n/a Revs $11.2-12.7 mln, estimate $15.9 mln
Lightbridge LTBG Q2 (Jun) ($0.02) Loss of $0.04-0.07; revs $27-29 mln, estimate $28 mln
Clorox CLX Q4 (Jun) $0.69 $0.67-0.68
Eastman Kodak EK Q2 (Jun) $0.68 $0.25-0.35 (includes several ex items)
New York Times NYT Q2 (Jun) $0.54 $0.43-0.47 (GAAP)
Actuant ATU Q4 (Aug) $0.83 $0.75-0.80, revenue of $140-145 mln, estimate $141 mln
Harleysville Grp HGIC Q2 (Jun) $0.48 $0.32-0.40 (may include ex items), for Y03 $1.45-1.55, est $1.50
17-Jun-03
Tupperware TUP Q2 (Jun) $0.31 $0.20-0.23
Leggett & Platt LEG Q2 (Jun) $0.30 $0.22-0.25, Y03 $1.05-1.20, estimate $1.20
Potash POT Q2 (Jun) $0.92 Below $0.90, ex items
Payless Shoe PSS Q2 (Jul) $0.39 Nominal loss to a slight profit
16-Jun-03
Medical Staffing MRN Q2 (Jun) $0.15 Revenues $136-137 mln, estimate $148 mln
Wavecom WVCM Q2 (Jun) ($0.37) Revs of approx $84.4-87.9 mln, estimate $94 mln
Priority Hlthcare PHCC Y03 (Dec) $1.29 $1.16-1.22, revs of $1.43-1.48 bln, est $ 1.49 bln
13-Jun-03
V.F. Corp VFC Q2 (Jun) $0.79 $0.57-0.60, revs $1.09-1.12 bln, estimate $1.17 bln
12-Jun-03
USF Corp USFC Q2 (Jun) $0.46 $0.24-0.34
Arris Group ARRS Q2 (Jun) $0.03 Loss of $0.13-0.16
Adobe Systems ADBE Q3 (Aug) $0.26 $0.22-0.25
Delphi Auto DPH Q2 (Jun) $0.31 Revenues $7.0-7.1 bln, estimate $7.16 bln
11-Jun-03
Winn-Dixie WIN Q4 (Jun) $0.37 $0.28-0.31, ex items
InterMune ITMN Q2 (Dec) ($0.70) Revs $145-165 mln, estimate 182 mln
Columbia Banc CBBO Q2 (Jun) $0.24 $0.15-0.17
Lexington Corp LXP Q2 (Jun) $0.48 $0.44-0.45 (FFOs), Y03 $1.85-1.88 (FFOs), est $1.93 (FFOs)
Cymer CYMI Q2 (Jun) ($0.29) Revenue of $58-61 mln, estimate $67.3 mln
10-Jun-03
Texas Instruments TXN Q2 (Jun) $0.08 $0.06, "plus or minus a few cents"
09-Jun-03
Motorola MOT Q2 (Jun) $0.04 Breakeven, revs $6.0-6.2 bln, est $6.44 bln
06-Jun-03
Read-Rite RDRT Q3 (Jun) ($0.13) Greater losses and lower revenues than previous guidance
05-Jun-03
National Semi NSM Q1 (Aug) $0.11 Revenues $408-425.3 mln, estimate $428.4 mln
Payless Shoe PSS Q2 (Jul) $0.42 Will not meet previous guidance
Riverstone Ntwrks RSTN Q1 (May) ($0.16) Loss of $0.15-0.17, revenues $12-13 mln, est $15.9 mln
Roadway ROAD Q2 (Jun) $0.73 $0.33
Albertson's ABS Y04 (Jan) $2.01 $1.70-1.75
03-Jun-03
OM Group OMG Q2 (Jun) $0.18 $0.12-0.16
Blyth Industries BTH Y04 (Jan) $2.14 "From in excess of $2.05 to in excess of $2.10"
Strategic Diagnostics SDIX Q2 (Jun) $0.01 Slightly below of $0.01-0.02
Furniture Brands FBN Q2 (Jun) $0.47 $0.42-0.45
02-Jun-03
Maverick Tube MVK Q2 (Jun) $0.11 $0.03-0.05
Coherent COHR Q3 (Jun) $0.12 Revenue similar to Q2 ($103.5 mln), estimate $108 mln
Premcor PCO Q2 (Jun) $0.97 $0.50-0.75 |
