Jun 20, 2024
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 11 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Brady (BRC), an industrials name that supplies identification and workplace safety products, is an example of a company that recently reported an earnings triple play. Shares of BRC are up more than 40% since the beginning of 2023, which includes a jump-start 11.4% up-day after its earnings triple play report on 5/22 that followed a slower start to the year for the stock.
Looking at the snapshot below from our Earnings Explorer, BRC is not a company that often reports triple plays with just two over the last seven years, both in the last two years though. Two earnings reactions north of 10% in the last year are some of its best earnings days since 2016. So in some regards, BRC may be trending in the right direction. The company’s EPS have also been trending upwards over the the last several years, usually above estimates. This quarter, that figure hit a record high due in part to stabilizing input costs and the increasing adoption of automation technologies.
BRC introduced several products this quarter, including barcode scanners, an industrial jet color label printer, and an improved floor marking tape designed for manufacturing sites. The Bluetooth-enabled barcode scanner, for example, uses proprietary technology that allows the scanner to read very small barcodes from any angle, and then parse and arrange data that connects to cloud and ERP systems. From more of a macro standpoint, management called out short-term hesitancy in investment due to elevated interest rates and other general concerns, so the overall recovery for industrials has been slower than expected. Over the long-term, though, that sentiment shifts to an overwhelmingly positive outlook thanks to AI potential. You can read more about BRC and the 10 other triple plays in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
May 30, 2024
Bespoke’s Conference Call Recaps provide helpful summaries of corporate conference calls throughout earnings season. We go through the conference calls of some of the most important companies in the market and summarize key topics covered by management. These recaps include information regarding each company’s financial results, growth by segment, as well as some aspects of the business that management expects to impact future results. We also identify trends emerging for the broader economy in these recaps.
Bespoke’s Conference Call Recaps are available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call recaps. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Below is a list of the Conference Call Recaps published during the Q1 2024 and Q4 2023 earnings reporting periods.
Q1 2024 Recaps:
Best Buy: Q1 2025
Salesforce: Q1 2025
CAVA: Q1 2024
Dick’s Sporting Goods: Q1 2025
NVIDIA: Q1 2025
Target: Q1 2024
Toll Brothers: Q2 2024
Palo Alto: Q3 2024
Walmart: Q1 2025
Home Depot: Q1 2024
Airbnb: Q1 2024
Uber: Q1 2024
Palantir: Q1 2024
Apple: Q2 2024
Shake Shack: Q1 2024
Generac: Q1 2024
Amazon: Q1 2024
Restaurant Brands Intl: Q1 2024
Microsoft: Q3 2024
Alphabet: Q1 2024
Northrop Grumman: Q1 2024
Chipotle: Q1 2024
Meta Platforms: Q1 2024
General Motors: Q1 2024
Tesla: Q1 2024
PepsiCo: Q1 2024
Cadence Design: Q1 2024
American Express: Q1 2024
Netflix: Q1 2024
D.R. Horton: Q2 2024
CSX: Q1 2024
Las Vegas Sands: Q1 2024
United Airlines: Q1 2024
ASML: Q1 2024
Big Banks (JPM, C, GS, BAC, MS): Q1 2024
Delta Air Lines: Q1 2024
Lamb Weston: Q3 2024
Conagra Brands: Q3 2024
RH: Q4 2023
FedEx: Q3 2024
Nike: Q3 2024
Lululemon: Q4 2023
General Mills: Q3 2024
Q4 2023 Recaps:
Williams Sonoma: Q4 2023
Nordstrom: Q4 2023
AeroVironment: Q3 2024
Aaron’s: Q4 2023
NVIDIA: Q4 2024
Walmart: Q4 2024
Home Depot: Q4 2023
Deere: Q4 2023
Generac: Q4 2023
Airbnb: Q4 2023
AutoNation: Q4 2023
Restaurant Brands International: Q4 2023
Shopify: Q4 2023
Cloudflare: Q4 2023
Hershey: Q4 2023
Disney: Q1 2024
Arm: Q3 2024
Uber: Q4 2023
Chipotle: Q4 2023
Spotify: Q4 2023
Simon Property: Q4 2023
Palantir: Q4 2023
Caterpillar: Q4 2023
McDonald’s: Q4 2023
Apple: Q1 2024
Amazon: Q4 2023
Meta Platforms: Q4 2023
Honeywell: Q4 2023
Old Dominion Freight: Q4 2023
Starbucks: Q1 2024
Microsoft: Q2 2024
United Parcel Service: Q4 2023
Alphabet: Q4 2023
Whirlpool: Q4 2023
Super Micro Computer: Q2 2024
Norfolk Southern: Q4 2023
American Express: Q4 2023
IBM: Q4 2023
Tesla: Q4 2023
ASML: Q2 2024
Texas Instruments: Q4 2023
Netflix: Q4 2023
RTX: Q4 2023
3M: Q4 2023
General Electric: Q4 2023
Schlumberger: Q4 2023
PPG Industries: Q4 2023
Taiwan Semiconductor: Q4 2023
H.B. Fuller: Q4 2023
Fastenal: Q4 2023
Big Banks (JPM, C, BAC, GS): Q4 2023
Delta Air Lines: Q4 2024
Constellation Brands: Q3 2024
Conagra Brands: Q2 2024
Lamb Weston: Q2 2024
Walgreens: Q1 2024
FedEx: Q2 2024
Costco: Q1 2024
Brown-Forman: Q2 2024
SentinelOne: Q3 2024
Recaps published during Q1 2024 are available with a Bespoke Institutional subscription.
May 20, 2024
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 24 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Primoris (PRIM) is an example of a company that reported an earnings triple play recently. PRIM provides specialty contracting services, typically working on projects involving pipelines, facilities, power plants, water and wastewater systems, highway and bridge construction, and industrial maintenance. PRIM shares are up 57% YTD as shown in the steadily uptrending chart below.
Looking at the snapshot below from our Earnings Explorer, PRIM has been strong against EPS and revenue estimates over the last two years Before that, PRIM had struggled to meet revenue expectations due largely to weakness in its Pipeline segment. In reaction to this quarter’s triple play, PRIM was up 5% on 5/9.
As PRIM has since returned to YoY revenue growth, the increase has been driven by its Energy segment which sees scaling of solar and industrial construction. More specifically, PRIM highlighted grid modernization and demand for electrification as big reasons for optimism going forward as more companies bring AI to the forefront of their operations and begin to realize just how much power that will require. Despite lots of discussion around utilities lately, PRIM saw some of its strength offset by lower Utilities segment activity as seasonal delays and unfavorable weather conditions impacted revenue results. You can read more about PRIM and the 23 other triple plays in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
May 10, 2024
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 24 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Lantheus (LNTH) is an example of a company that reported an earnings triple play recently. It makes special medical products, including imaging agents, which are often liquids that patients drink or have injected. These agents help doctors see inside the body more clearly on scans like X-rays or MRIs. They highlight specific parts like organs or blood vessels, making it easier to diagnose certain diseases or cancer. The stock is currently in an uptrend after declining through the end of 2023 into the new year. From its low in January, LNTH is up close to 50% and is teetering on the level it traded at before its sharp drop last December due to prostate cancer treatment trial data that came in worse than Novartis AG’s (NVS).
Looking at the snapshot below from our Earnings Explorer, LNTH has come out on top against analyst estimates for some time now, with its fair share of triple plays mixed in. A streak of EPS beats goes back six years and counting, while its streak of revenue beats goes back 14 quarters. LNTH has also generated some big swings on its earnings days on a percentage basis.
Most important to the company are PYLARIFY, a Prostate-Specific Membrane Antigen (PSMA) PET imaging agent for Prostate cancer, and DEFINITY, an agent for ultrasound imaging. In 2024 alone, the American Cancer Society estimates that the US will see close to 300,000 new cases of prostate cancer and more than 35,000 deaths as diagnosis rates have increased. One in eight men will be diagnosed during their lifetime. LNTH also does work in other areas like Alzheimer’s and cardiology. You can read more about LNTH and the 23 other triple plays in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
May 2, 2024
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 31 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
EMCOR (EME), one of nine Industrial companies in this report, is an example of a company that reported an earnings triple play recently.
EME has rallied 65.4% so far in 2024 and has traded above its 50 and 200-DMA consistently since the beginning of the year.
Looking at the snapshot below from our Earnings Explorer, EME has beaten both EPS and revenue estimates in all of the last eight quarters, with two triple plays including the most recent one. All of the last eight quarterly earnings have produced positive one-day gains for the stock as well.
With a P/E ratio of 23.4, EME is close to the industry average of 19.5. What’s impressive about EME is that the company has been able to consistently beat EPS estimates by wider margins over the last eight quarters, as shown below. Revenue growth has also been solid.
As a mechanical and electrical infrastructure and building services company, EME benefits from increased infrastructure spending. The company sees high demand in high-tech and traditional manufacturing. The emergence of AI technologies and big data projects are driving growth in network and communications. You can read more about EME and the 30 other triple plays in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
Apr 15, 2024
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 14 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Cintas (CTAS), a workplace health and safety company, is an example of a company that reported an earnings triple play recently.
CTAS has been trending up for quite some time now and has traded above its 50 and 200-DMA consistently since last October.
Looking at the snapshot below from our Earnings Explorer, in its last 20 earnings reports, or five years of earnings, CTAS has beaten both EPS and revenue estimates 100% of the time. Its triple play on March 27th is just the company’s fourth over this stretch, however, which resulted in a one-day gain of 8.25%. Tallying five straight years of earnings beats is no easy task, especially when those five years include a global pandemic. Ultimately, CTAS was able to succeed through the pandemic as revenue for First Aid and Safety Services surged despite declines in Uniform Rental and Facility Services as many businesses suffered.
Fast forward to today, CTAS’s health and safety products remain in high demand in a post-pandemic world. Uniform Rental and Facility Services remains the core of CTAS’s business with steady growth while First Aid and Safety Services grew double-digits versus the prior year due to strong demand and higher margin products, like AED rentals, in that category. This quarter also highlighted the SmartTruck technology to aid efforts in optimizing its delivery and service routes to minimize costs and improve speed. Six Sigma was also mentioned as a benefit for improving manufacturing processes by eliminating defects and guaranteeing quality. You can read more about CTAS and the 13 other triple plays in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
