30 day upside guidance
Company Ticker Period Est. Preannouncement
01-Mar-04
Hovnanian Entrpr HOV Y04 (Oct) $9.30 "Will exceed" $9.50, revenues of $3.9 bln, estimate $3.96 bln
,
27-Feb-04
Furniture Brands FBN Q1(Mar) $0.53 $0.55-0.57
Cummins CMI Q1(Mar) $0.45 High-end of $0.40-0.50
26-Feb-04
Autodesk ADSK Q1(Apr) $0.12 pro forma $0.16-0.21; $240-250 mln, est $221.9 mln
Red Robin Gourmet RRGB Q1(Mar) $0.26 $0.27-0.28; Revs $112-115 mln, est $111 mln
Engineered Support EASI Y04(Oct) $2.38 $2.50-2.55, revenues of approx $780 mln, estimate $753.6 mln
Noven Pharma NOVN Y04(Dec) $0.39 $0.40-0.45, revenues of approx $43.16 mln, estimate $44.25 mln
Bradley Pharmaceuticals BDY Y04(Dec) $1.19 $1.21 on revenues of $94 million, consensus $87.55 mln
First Horizon Pharma FHRX Q1(Mar) $0.09 $0.12-0.14 on revenues of $0.30-32 mln, consensus is $29.6 mln
BearingPoint BE Q4(Dec) $0.06 Preliminary revenues of $792 mln, estimate $746.3 mln
Deckers Outdoor DECK Y04(Dec) $1.02 $1.25-1.35, revenues of $153-162 mln, consensus $137.6 mln
Limited LTD Y04(Jan) $1.19 Approx $1.25-1.28
25-Feb-04
Darden Restaurants DRI Q3(Feb) $0.36 $0.45-0.46
Men's Wearhouse MW Q1(Apr) $0.32 $0.30-0.31; Revs $344-349 mln, est $344 mln
24-Feb-04
Open Text OTEX Q3(Mar) $0.20 $0.19-0.25 on revenues of $80-90 mln, consensus $71.5 mln
Papa John's PZZA Y04(Dec) $2.10 $2.20-2.28
Semtech SMTC Q1(Apr) $0.15 $0.17-0.18; Revs $59.2-60.9 mln, est $64.6 mln
Ingram Micro IM Q1(Mar) $0.19 $0.23-0.25; Revs $6.1-6.3 bln, est $5.4 bln
Sempra Energy SRE Y04(Dec) $2.67 $2.70-2.90
23-Feb-04
ONEOK OKE Y04(Dec) $2.01 Reaffirms $2.12-2.18
Qualcomm QCOM Q2(Mar) $0.40 $0.48-0.50 (ex items), revenues of approx $1.21-1.23 bln, est $1.09 bln
Coach COH Q3(Mar) $0.25 $0.26, revenues of $300 mln, estimate $294.4 mln
Lowe's LOW Q1(Apr) $0.60 $0.65-0.67 (ex items), Y04 $2.76-2.79, consensus $2.69
20-Feb-04
Oceaneering Intl OII Y04(Dec) $1.58 $1.60-1.70
19-Feb-04
HCC Insurance HCC Y04(Dec) $2.60 $2.65-2.75
PTEK Holdings PTEK Q1(Mar) $0.11 Approx $0.12, revenues of $102-103 mln, estimate $101.1 mln
Credence CMOS Q2(Apr) ($0.09) GAAP $0.00-0.02; revs $84-87 mln, est $76.7
Eon Labs ELAB Y04(Dec) $1.77 $1.95-2.04, revenues of $380-400 mln, consensus $378.2 mln
Valassis VCI Q1(Mar) $0.34 $0.44-0.50, Y04 $1.65-1.85, consensus $1.72
Sylvan Learning SLVN Q1(Mar) $0.01 Breakeven to profit of $0.01, revs of $120-130 mln, est $116.9 mln
BE Aerospace BEAV Y04(Dec) ($0.19) Revenues of approx $655.6-661.9 mln, consensus $641.33
Movie Gallery MOVI Q1(Mar) $0.50 $0.52-0.54 on revenues of $185-195 mln, consensus $193.4 mln
Nextel NXTL Y04(Dec) $1.85 $2.00 or more
18-Feb-04
FTI Consulting FCN Y04(Dec) $1.30 $422-452 mln, est $394 mln
Sourcecorp SRCP Q4(Dec) $0.42 $$1.70-1.80; Revs $435-450, est $428 mln
OmniVision OVTI Q3(Jan) $0.21 $0.30-0.31; Revs $96-100 mln, est $77 mln
CEC Entertainment CEC Q1(Mar) $1.13 $1.16-1.18; Y04 EPS $3.14-3.18, est $3.04
JLG Industries JLG Q2(Jan) $0.04 $0.05-0.06; Revs $237.3 mln, est $204.4 mln
Brady BRC Y04(Jul) $1.65 Revenues of $615-645 mln, consensus $613.3 mln
Jack In The Box JBX Q2(Mar) $0.32 Revenues of $500 mln, consensus $489.3 mln
LCA Vision LCAV Y04(Dec) $0.88 $0.90-0.95
17-Feb-04
Ditech DITC Q4(Apr) $0.14 Approx $22.37-22.79 mln, estimate $18.56 mln
Brooktrout Tech BRKT Q1(Mar) $0.04 Revenues of $21-22.5 mln, consensus is $19.8 mln
Deere & Co DE Q2(Apr) $1.30 Approx $1.63-1.83, Y04 approx $3.67-4.07, consensus $3.54
Gevity GVHR Y04(Dec) $0.82 $0.90-1.00, revs of approx $493.96-502.48 mln, est $506.68 mln
SI International SINT Q1(Mar) $0.25 $0.24-0.26 on revenues of $50-54 mln, consensus is $53.55 mln
Tractor Supply TSCO Y04(Dec) $1.69 Reaffirms revs of $1.67-1.69 bln, est $1.66 bln
12-Feb-04
Analog Devices ADI Q2(Apr) $0.32 $0.34-0.35, revenues of $650-665 mln, estimate $619.6 mln
Prime Hospitality PDQ Y04(Dec) $0.01 $0.05-0.10 (before asset transactions)
TXU Corp TXU Y04(Dec) $2.07 $2.15
Laserscope LSCP Q1(Mar) $0.06 Revenues of $15-16 mln, consensus $15.2 mln, for Y04, $0.32-0.34, consensus $0.30
Orbital Sciences ORB Y04(Dec) $0.61 $0.55-0.65 on revenues of $640-660 mln, consensus $639 mln
IDX Systems IDXC Y04(Dec) $0.93 $0.94-0.98, revenues of $500-525 mln, estimate $460.9 mln
Aetna AET Y04(Dec) $5.77 $6.25-6.35
NETGEAR NTGR Q1(Mar) $0.09 Revenues of $85-88 mln, consensus is $80.8 mln
11-Feb-04
Medco Health Solutions MHS Y04(Dec) $1.97 $2.03-2.14, ex items
Quovadx QVDX Q1(Mar) $0.02 $0.01-0.03 on revenues of $30-32 mln, consensus is $26 mln
Quidel Corp QDEL Y04(Dec) $0.37 $0.39-0.44; Revs $104-109 mln, est $99 mln
Opsware OPSW Q4(Jan) ($0.03) Revs $6.2 mln, est $6.0 mln; Y05 (Jan) revs $35-37 mln, est $35.2 mln
Lamar Advertising LAMR Q1(Mar) ($0.11) Revenues of $197 mln, consensus is $192.6 mln
Comcast Corp CMCSA Y04(Dec) $0.33 Revenue growth of 10%, equates to $20.18 bln, consensus is $20.0 bln
PF Chang's PFCB Y04(Dec) $1.35 $1.36 on revenues of $723 mln, consensus $712.4 mln
10-Feb-04
Given Imaging GIVN H1(Jun) ($0.09) Y04 revs of approx $56.7 mln, est $56 mln
Dick's Sporting Goods DKS Q4(Jan) $0.92 0.98-0.99, Y04 $2.08-2.09, consensus $1.99
Micromuse MUSE Q2(Mar) $0.04 $0.04-0.05 on revenues of $38-39 mln, consensus is $34.9 mln
Questar STR Y04(Dec) $2.42 $2.30-2.45
Sigma-Aldrich SIAL Y04(Dec) $2.87 $3.10-3.15
09-Feb-04
Aeroflex ARXX Q3(Mar) $0.09 $0.11
LTX Corp LTXX Q3(Apr) $0.01 $0.05-0.08, revenues of $67-70 mln, estimate $62.8 mln
Cypress Semi CY Q1(Mar) $0.17 $0.18, revenues of $250 mln, estimate $243.1 mln
06-Feb-04
Mohawk MHK Q1(Mar) $0.90 $0.95-1.02
05-Feb-04
Jo-Ann Stores JAS Q4(Jan) $1.09 $1.21-1.23, ex $0.02 charge
May Dept MAY Q4(Jan) $1.32 Preannounces revenues of $4.49 bln, estimate $4.39 bln
Gap Inc GPS Q4(Jan) $0.34 $0.38-0.39
Dollar General DG Q4(Jan) $0.35 Preannounces sales of $2.0 bln, consensus $1.97 bln
Children's Place PLCE Q4(Jan) $0.50 $0.52
TJX Cos TJX Q4(Jan) $0.42 Slightly above previous guidance
Ross Stores ROST Q4(Jan) $0.46 Approx $0.48; Y03 $1.47, est $1.44
AnnTaylor ANN Q4(Jan) $0.55 $0.63-0.65, Y04 $2.11-2.13, consensus $2.02
Electroglas EGLS Q1(Mar) ($0.28) Revenues of $15-16 mln, consensus $12.1 mln
Christopher & Banks CBK Q4(Feb) $0.25 $0.20-0.22; Y03 $1.01-1.03, est $1.06
Sharper Image SHRP Q4(Jan) $1.37 $1.39-1.40
Pacific Sunwear PSUN Q4(Jan) $0.41 $0.42
Bombay Co BBA Q4(Jan) $0.30 $0.31-0.33; Y04 $0.27-0.29, est $0.26
Chico's FAS CHS Q4(Jan) $0.27 $0.27-0.28 on revenues of $216 mln, consensus $210.3 mln
Zale ZLC Q2(Jan) $3.61 Revenues $949 mln, consensus $940.3 mln
Ultralife Batteries ULBI Q1(Mar) $0.14 Revenues of approx $26.0 mln, estimate $23.64 mln
K-Swiss KSWS Q1(Mar) $0.49 $0.50-0.55, revenues of $142-150 mln, estimate $147.8 mln
Benchmark Elec BHE Q1(Mar) $0.33 $0.33-0.37 on revenues of $470-485 mln, consensus $468.44 mln
Starwood Hotels HOT Q1(Mar) $0.01 $0.08, for Y04 sees $1.10, consensus is $0.93
Claire's Stores CLE Q4(Jan) $0.56 $0.56-0.57
04-Feb-04
American Eagle AEOS Q4(Jan) $0.47 $0.53-0.56
Blue Coat BCSI Q3(Jan) ($0.03) Revenues of $18.5-19 mln, consensus $15.3 mln
ESS Tech ESST Q1(Mar) $0.10 $0.10-0.15, ex items; Revs $68-76 mln, est $71 mln
AXT Inc AXTI Q1(Mar) ($0.11) Loss of $0.08-0.09, revenues of $9.7-10.3 mln, estimate $8.65 mln
Linens'n Things LIN Q1(Mar) $0.04 $0.09-0.10,ex items; Y04 $1.91-1.96, ex items, est $1.77
Northrop Grumman NOC Y04(Dec) $4.93 $5.60-5.90, revenues of approx $28 bln, estimate $28.1 bln
United Online UNTD Q1(Mar) $0.22 Revenues of $101-103 mln, consensus $88.8 mln
FLIR Systems FLIR Y04(Dec) $1.49 $1.50-1.60 on revenues of $425-435 mln, consensus $360.2 mln
Cisco Systems CSCO Q3(Apr) $0.18 Revenues up 1-3% Q/Q (18-20% Y/Y) or $5.45-5.56 bln, est $5.38 bln
Superconductor Tech SCON Q4(Dec) ($0.01) Expects a profit on revenues of $16.4 mln, consensus $15.65 mln
Arris Group ARRS Q1(Mar) ($0.01) Breakeven to a gain of of $0.05, ex $0.25 in charges
Cache, Inc. CACH Q1(Mar) $0.23 $0.24-0.26; revs $55-57 mln, est $55.7 mln
03-Feb-04
Career Education CECO Q1(Mar) $0.28 $0.32; Revs $373-378 mln, est $357 mln
Sina.com SINA Q1(Mar) $0.23 $0.27-0.29 GAAP on revenues of $39.5-40.5 mln, consensus $38.6 mln
eResearchTech ERES Y04(Dec) $0.73 Y04 $0.82-0.84; Y04 revs $107-109 mln, $106.5 mln
eResearchTech ERES Q1(Mar) $0.16 $0.17-0.18; $24-24.4 mln, est $22.4 mln
USANA, Inc USNA Q1(Mar) $0.30 $0.31; revs $60 mln, est $59.3 mln; Y04 $1.35-1.40, est $1.35
Federated FD Q4(Jan) $2.19 $2.27; Y03 EPS $3.49, $3.40; Y04 EPS $370-3.80, $3.77
Federated FD Q4(Jan) $2.19 $2.29; Y03 EPS $3.49, est $3.40
WebEx WEBX Q1(Mar) $0.17 $0.20-0.22 (GAAP), revenues $56-58 mln, estimate $54.7 mln
INCO Limited N Y04(Dec) $3.28 Reaffirms First Call consensus of $3.39
Perrigo PRGO Y04(Jun) $0.75 $0.80-0.83 (ex items)
Bunge Ltd BG Y04(Dec) $2.84 Y04 $2.97-3.17
Whirlpool WHR Y04(Dec) $6.18 $6.20-6.35
Bradley Pharmaceuticals BDY Y03(Dec) $1.26 Meet or exceed $1.27-1.33
02-Feb-04
Owens & Minor OMI Y04(Dec) $1.54 $1.54-1.56; Revs $4.45-4.54 bln, est $4.43 bln
Spherion SFN Q1(Mar) ($0.02) Loss of $0.01-0.06 on revenues of $520-540 mln, consensus $506.8 mln
TASER Intl TASR Y04(Dec) $1.10 Revs approx $48 mln, est $30 mln
ON Semiconductor ONNN Q1(Mar) ($0.04) Revenues of $292.5-295.3 mln, consensus $286.85 mln
Avanex AVNX Q3(Mar) ($0.19) Revs approx $28.4 mln, est $25.63 mln
Thor Industries THO Q2(Jan) $0.28 Prelim Revs $426 mln, est $404 mln
ScanSoft SSFT Q4(Dec) $0.04 $0.04-0.06 on revenues of $45-47 mln, consensus $40.1 mln
Renal Care RCI Y04(Dec) $2.41 $2.45-2.55, revenues of $1.3-1.4 bln, estimate $1.12 bln
LCA Vision LCAV Q4(Dec) $0.11 Rev growth of 56%, or $20.75 mln, consensus $19.5 mln
Humana HUM Q1(Mar) $0.37 $0.40-0.42, Y04 $1.60-1.65, consensus $1.64 |
