1- UARM
Reports Q1 (Mar) earnings of $0.18 per share, $0.11 better than the Reuters Estimates consensus of $0.07; revenues rose 50.7% year/year to $87.7 mln vs the $73 mln consensus. Co issues upside guidance for Q2, sees Q2 revs of $70-75 mln vs. $61.83 mln consensus. "However, in the second quarter, the Company plans incremental marketing spending to support its footwear launch and to drive other Under Armour brand initiatives throughout the year." Co issues upside guidance for FY06, sees FY06 revs of $380-390 mln vs. $354.24 mln consensus
2- SANM
Sanmina-SCI reports in-line Q2, issues Q3 guidance (SANM) : Reports Q2 (Mar) earnings of $0.06 per share, excluding non-recurring items, in line with the Reuters Estimates consensus of $0.06; revenues fell 7.5% year/year to $2.67 bln vs the $2.69 bln consensus. Co issues upside guidance for Q3, sees EPS of $0.08-0.10 vs. $0.07 consensus; sees Q3 revs of $2.7-2.8 bln vs. $2.79 bln consensus
UPGRADE
Sanmina-SCI upgrade details (SANM) 4.04 : Needham upgrades SANM to Buy from Hold and sets a $6 tgt saying they believe that conditions at SANM have improved to where they warrant a revisiting by investors driven by: 1) a completion of restructuring activities beginning to yield tangible benefits in higher margins; 2) improving efficiencies and business demand conditions within its core EMS operation; 3) broader customer diversification and mix; and 4) longer lead times across most segments.
3- NTRI
الجزء الثاني اليوم
Reports Q1 (Mar) earnings of $0.18 per share, $0.11 better than the Reuters Estimates consensus of $0.07; revenues rose 50.7% year/year to $87.7 mln vs the $73 mln consensus. Co issues upside guidance for Q2, sees Q2 revs of $70-75 mln vs. $61.83 mln consensus. "However, in the second quarter, the Company plans incremental marketing spending to support its footwear launch and to drive other Under Armour brand initiatives throughout the year." Co issues upside guidance for FY06, sees FY06 revs of $380-390 mln vs. $354.24 mln consensus
2- SANM
Sanmina-SCI reports in-line Q2, issues Q3 guidance (SANM) : Reports Q2 (Mar) earnings of $0.06 per share, excluding non-recurring items, in line with the Reuters Estimates consensus of $0.06; revenues fell 7.5% year/year to $2.67 bln vs the $2.69 bln consensus. Co issues upside guidance for Q3, sees EPS of $0.08-0.10 vs. $0.07 consensus; sees Q3 revs of $2.7-2.8 bln vs. $2.79 bln consensus
UPGRADE
Sanmina-SCI upgrade details (SANM) 4.04 : Needham upgrades SANM to Buy from Hold and sets a $6 tgt saying they believe that conditions at SANM have improved to where they warrant a revisiting by investors driven by: 1) a completion of restructuring activities beginning to yield tangible benefits in higher margins; 2) improving efficiencies and business demand conditions within its core EMS operation; 3) broader customer diversification and mix; and 4) longer lead times across most segments.
3- NTRI
الجزء الثاني اليوم