Upside guidance last 30 days
25-Jul-03
Standard Pacific SPF Q3 (Sep) $1.20 $1.35-1.45, Y03 $5.35-5.45, estimate $4.75
Cummins CUM Q3 (Sep) $0.62 $0.60-0.70, Y03 $1.20-1.40, estimate $0.81
24-Jul-03
Quanex Corp NX Q3 (Jul) $0.69 Reaffirms $0.68-0.76
Digital Insight DGIN Q3 (Sep) $0.15 $0.16-0.17, revs $38.6-39.1 mln; Y03 $0.61-0.63, est $0.58, revs $151-153 mln, est $151 mln
THQ Inc THQI Q2 (Sep) $0.18 Revs $120 mln, est $112.2 mln
priceline.com PCLN Q3 (Sep) $0.16 $0.20-0.22
Newport NEWP Q3 (Sep) ($0.04) Loss of $0.02- gain of $0.02
Endo Pharm ENDP Y03 (Dec) $1.01 $1.08; Revs $535 mln, estimate $517 mln
Amercian Home AHMH Y03 (Dec) $3.451.01 Reaffirms $3.95-4.05
Gevity GVHR Y03 (Dec) $0.47 $0.55
Whirlpool WHR Y03 (Dec) $5.53 $5.90-6.10
Autonation AN Q3 (Sep) $0.34 $0.34-0.36; Y03 GAAP $1.72-1.77, est $1.21
AstraZeneca AZN Y03 (Dec) $1.61 $1.65-1.75
Titan Corp TTN Y03 (Dec) $0.62 $0.70-0.72; Revs $1.73-1.78 bln, estimate $1.61 bln
Pulte Homes PHM Y03 (Dec) $8.37 $9.00-9.25
Office Depot ODP Y03 (Dec) $1.02 $1.05-1.07
Oshkosh Truck OSK Y04 (Dec) $4.15 $4.35
23-Jul-03
FMC Tech FTI Y03 (Dec) $1.09 $1.15
Sierra Health Srvs SIE Y03 (Dec) $2.19 $2.60-2.70
AXT Inc AXTI Q3 (Sep) $0.15 Loss of $0.11-0.12
eResearchTech ERES Y03 (Dec) $0.49 $0.52-0.53
Silicon Storage SSTI Q3 (Sep) ($0.09) Between a loss of $0.03 and breakeven.
Computer Assoc CA Q2 (Sep) $0.10 $0.13-0.15, revenues of $805-825 mln, consensus of $824 mln
Ryder System R Q3 (Sep) $0.57 $0.59-0.62
LCA Vision LCAV Y03 (Dec) $0.30 $0.45-0.50
Station Casinos STN Q3 (Sep) $0.29 $0.32-0.36, Y03 $1.21-1.31, estimate $1.10
York Intl YRK Y03 (Dec) $2.14 $2.50, ex items
Kimberly-Clark KMB Y03 (Dec) $3.35 $3.36
Moody's MCO Y03 (Dec) $2.11 $2.19-2.24, ex items
22-Jul-03
Amazon.com AMZN Q3 (Sep) $0.07 Revs $1.07-1.15 bln, estimate $1.03 bln
RenaissanceRe RNR Y03 (Dec) $6.00 $6.35-6.60
Beazer Homes BZH Y03 (Sep) $12.12 $12.25-12.50 (including $0.34 charge)
Sigma-Aldrich SIAL Y03 (Dec) $2.61 $2.65-2.70
Career Education CECO Q3 (Sep) $0.38 $0.40-0.41; Revs $297-299 mln, estimate $265 mln
WellPoint Health WLP Y03 (Dec) $5.51 $5.60-5.65
Federal Signal FSS Y03 (Dec) $1.00 $1.05-1.10
Countrywide CFC Y03 (Dec) $10.87 $13.00-15.00
RadioShack RSH Q3 (Sep) $0.28 $0.27-0.29; Y03 of "at least $1.63", estimate $1.56
Centex CTX Y04 (Mar) $10.04 $10.25-10.75
21-Jul-03
Hexcel Corp HXL Y03 (Dec) ($0.31) Revenues of $850-900 mln, estimate $845 mln
Silicon Labs SLAB Q3 (Sep) $0.22 $0.21-0.24, revenues of $71-$74 mln, estimate $70.4 mln
j2 Global JCOM Q3 (Sep) $0.49 $0.52; Revs $18.7 mln, estimate $17.7 mln
Corning GLW Q3 (Sep) $0.01 $0.01-0.03, revenues of $740-765 mln, estimate $740 mln
3M Company MMM Q3 (Sep) $1.53 $1.56-1.60
18-Jul-03
Ventana Medical VMSI Y03 (Dec) $0.67 $0.70-0.72, revenues of $128-130 mln, estimate $128.5 mln
Omnicell OMCL Y03 (Dec) $0.25 $0.30, revenues over $100 mln, estimate $96.9 mln
17-Jul-03
Concerto Softw CRTO Q3 (Sep) $0.06 $0.07, Y03 $0.25, estimate $0.23
Yellow Corp YELL Q3 (Sep) $0.65 $0.70-0.80
WebEx WEBX Q3 (Sep) $0.12 $0.13-0.15, Y03 $0.50-0.55, estimate $0.46
MRO Software MROI Y03 (Sep) $0.19 $0.25-0.30
Sierra Wireless SWIR Q3 (Sep) $0.04 $0.05-0.06, revenues of $24-25 mln, estimate $20.9 mln
Global Payment GPN Y04 (May) $1.42 $1.57-1.64, revenues of $542-562 mln, estimate $512 mln
Charter One CF Y03 (Dec) $2.67 $2.72-2.75
Vans VANS Y04 (May) $0.28 $0.35-0.40
Lexar Media LEXR Q3 (Sep) $0.08 Approx $0.09, revs "$90 mln or more", est $65.53
Microsoft MSFT Q1 (Sep) $0.25 Approx $0.23, includes $0.06 in stock comp expense, revs $7.9-8.1 bln
UTStarcom UTSI Q3 (Sep) $0.42 $0.42-0.43, revs $495-505 mln, est $450 mln
Lear Corp LEA Q3 (Sep) $0.93 $0.95-1.05, revenues of $3.4 bln, estimate $3.48 bln
Guidant GDT Q3 (Sep) $0.46 $0.52-0.57, revenues of $910-950 mln, estimate $826.7 mln
Ingersoll-Rand IR Q3 (Sep) $0.69 $0.74-0.79, ex items; Y03 $3.10-3.30, ex items, estimate $3.06
ITT Educational ESI Y03 (Dec) $1.17 $1.20-1.21; for Y04 $1.44-1.48, estimate $1.39
Marriott MAR Q3 (Sep) $0.32 $0.35-0.39
16-Jul-03
PLX Tech PLXT Q3 (Sep) ($0.01) Revs $9.5-10,5, estimate $8.7 mln
E*TRADE ET Y03 (Dec) $0.49 $0.52-0.57
Boston Comm BCGI Q3 (Sep) $0.20 $0.26-0.27, Q4 $0.27-0.28, Y03 $0.98-0.99 est $0.79
Planar Systems PLNR Y03 (Sep) $0.98 Revenues of approx $245 mln, est $237 mln
DR Horton DHI Y03 (Sep) $3.82 $3.85-3.90, Y04 $4.25-4.30, estimate $4.12
Allstate ALL Y03 (Dec) $3.45 $3.50-3.65
Cerner CERN Q3 (Sep) $0.30 $0.31-0.33
SS&C Techs SSNC Q3 (Sep) $0.20 $0.21-0.24, revenues of $16-17 mln, estimate $17 mln
Hughes GMH Q3 (Sep) ($0.02) Revenues of $2.45 bln, estimate $2.39 bln
National City NCC Y03 (Dec) $2.99 Expect to exceed "by a comfortable margin"
15-Jul-03
Florida Banks FLBK Y03 (Dec) $0.48 $0.60
Polaris Inds PII Y03 (Dec) $4.76 $4.80-4.90
Bunge Ltd BG Q2 (Jun) $0.59 $0.68-0.73 (excludes gain of $1.11), Y03 $2.70-2.80, est $2.72
14-Jul-03
SupportSoft SPRT Q3 (Sep) $0.03 $0.05-0.07; Revs $12.5-13.1mln, estimate 12.5 mln
Gilead Sciences GILD Q2 (Jun) $0.20 Revenue of $236-239 mln, estimate $179.8 mln
Pilgrim's Pride CHX Q3 (Jun) $0.05 $0.14-0.16 (ex items)
10-Jul-03
Hercules HPC Q2 (Jun) $0.19 $0.21-0.23, revenue of $471.9 mln, estimate $455.5 mln
Juniper Networks JNPR Q3 (Sep) $0.02 $0.03, revenue of $165 mln, estimate $160.9 mln
Tyson Foods TSN Q3 (Jun) $0.17 $0.19-0.22
Sharper Image SHRP Q2 (Jul) $0.01 $0.02-0.03
Mothers Work MWRK Q3 (Jun) $1.45 Will meet or exceed the high end of $1.35-1.45 range
Jarden JAH Q2 (Jun) $0.64 Expects to exceed EPS estimate
Sportsman's Guide SGDE Q2 (Jun) $0.08 $0.10-0.11
Tuesday Morning TUES Q2 (Jun) $0.14 $0.15
A.S.V., Inc. ASVI Q2 (Jun) $0.14 Will exceed range of $0.13-0.16
Ventana Medical VMSI Q2 (Jun) $0.12 $0.17-0.20
Infosys INFY Q2 (Sep) $0.42 $0.45
PDI Inc PDII Y03 (Dec) $0.47 $0.75-0.80
bebe stores BEBE Q4 (Jun) $0.09 $0.11-0.13
09-Jul-03
Ventana Medical VMSI Q2 (Jun) $0.12 0.17-0.20
Kennametal KMT Q4 (Jun) $0.39 $0.43-0.45, ex items
Men's Wearhouse MW Q2 (Jul) $0.23 Expects to meet or exceed $0.25
American Eagle AEOS Q2 (Jul) $0.09 $0.10-0.12
NCR Corp NCR Q2 (Jun) ($0.04) $0.06-0.09, revenue of $1.37 bln, estimate $1.35 bln
Helen of Troy HELE Y04 (Feb) $1.43 $1.75-1.80
Movie Gallery MOVI Q2 (Jun) $0.28 "At least" $0.31 (ex items)
Endwave ENWV Q2 (Jun) ($0.32) Revenue of $8.2-8.5 mln, estimate $6.6 mln
08-Jul-03
Synovis Life Tech SYNO Y03 (Oct) $0.42 $0.43-0.46, revenue of $58-59 mln, estimate $57.5 mln
EMC Corp EMC Q2 (Jun) $0.03 $0.03-0.04; Revs "high-end of expectations", $1.48 bln, estimate $1.45 bln
Neoware Systems NWRE Q4 (Jun) $0.10 Revenues to exceed $15.3 mln, consensus $14.4 mln
Roadway ROAD Q3 (Sep) $0.49 $0.60-0.70, Y03 $2.36-2.60, estimate $2.43
Medallion Fincl TAXI Y03 (Dec) $0.13 $0.17-0.20
CACI Intl CAI Y04 (Jun) $1.72 $1.77-1.82, revenues $985 mln - $1.015 bln, consensus $973 mln
Pacific Sunwear PSUN Q2 (Jul) $0.20 $0.23
Mothers Work MWRK Q3 (Jun) $1.35 Meet or exceed $1.45
07-Jul-03
Dollar Tree DLTR Q2 (Jul) $0.24 Revs $606.5 mln, estimate $591.2 mln
Rare Hospitality RARE Q2 (Jun) $0.44 $0.46-0.47
Websense WBSN Q2 (Jun) $0.16 $0.18, revenues $19.4-19.6 mln, consensus $19.3 mln
Frontier Airlines FRNT Q1 (Jun) ($0.16) Breakeven to $0.05, ex items
03-Jul-03
AC Moore ACMR Q2 (Jun) $0.04 Exceed $0.04
Terayon Comm TERN Q2 (Jun) ($0.22) Loss of $0.18-0.20; Revs $30-31 mln, estimate $25 mln
Knight Trading NITE Q2 (Jun) $0.04 $0.13-0.18, ex items
Select Comfort SCSS Q2 (Jun) $0.08 $0.11-0.12
02-Jul-03
Pediatrix Medical PDX Q2 (Jun) $0.79 $0.82
PeopleSoft PSFT Q2 (Jun) $0.10 $0.13-0.14 pro forma; revs $490-500 mln, estimate $449.5 mln
CIBER CBR Q2 (Jun) $0.09 $0.10, revenue of $176-178 mln, estimate $174.9 mln
01-Jul-03
PrivateBancorp PVTB Q2 (Jun) $0.45 $0.47-0.50, ex items
Cash America Intl PWN Q2 (Jun) $0.15 $0.17-0.18
Merix MERX Q1 (Aug) ($0.22) Loss of $0.14-0.18
Emmis Comms EMMS Q2 (May) $0.12 Revs $154.7, estimate $151.6
30-Jun-03
Alaris Medical AMI Q2 (Jun) $0.04 Revenues $128-128 mln, estimate $124 mln
Sina.com SINA Q4 (Jun) $0.08 Revs $24-25 mln, est $22 mln
LSI Logic LSI Q2 (Jun) ($0.11) Pro forma loss of $0.06-0.08
27-Jun-03
MedImmune MEDI Q2 (Jun) $0.01 $0.02-0.05; Revs $110-120 mln, estimate $96 mln
25-Jun-03
ATI Tech ATYT Q4 (Aug) $0.07 Revenue of $335-365 mln, estimate $320 mln |
