Trading for the Masses

After Hours

October 31, 2007 · No Comments

16:52 GMR General Maritime Earnings Color (28.18 +0.55) -Update-

Reuters Estimates is telling us that, excluding $3.4 million unrealized non-cash gain associated with the change in fair value of our freight derivative as well as a $1.3 million gain associated with monthly cash settlements of our freight derivative, an actual of $0.28 per share is comparable to Reuters estimates of $0.32. See earlier comment at 16:31.
16:51 HOFF Horizon Offshore misses by $0.04, beats on revs (16.10 +0.3 8)

Reports Q3 (Sep) earnings of $0.58 per share, $0.04 worse than the Reuters Estimates consensus of $0.62; revenues rose 2.9% year/year to $147.8 mln vs the $141.9 mln consensus.
16:51 RMBS Rambus earnings color (19.79 +0.07) -Update-

Reuters Estimates is telling us that an actual of $0.06, adjusted for $4.2 mln Restatement and related legal expenses & $8.7 mln stock-based compensation, ic comparable to the single analyst estimate of $0.14. We have updated the original comment.
16:51 NVT Navteq beats by $0.11, beats on revs; guides FY07 EPS in-line, revs above consensus (77.20 +0.93)

Reports Q3 (Sep) earnings of $0.40 per share, $0.11 better than the Reuters Estimates consensus of $0.29; revenues rose 50.6% year/year to $214.7 mln vs the $195.4 mln consensus. Co issues mixed guidance for FY07, sees EPS of $1.50-$1.55 vs. $1.55 consensus; sees FY07 revs of $815-$825 mln vs. $798.62 mln consensus.
16:50 HOFF prelim $0.58 vs $0.62 Reuters consensus; revs $147.8 mln vs $141.87 mln Reuters consensus

16:50 MKL Markel Corp beats by $1.09 reports Q3 (543.22 +10.00)

Reports Q3 (Sept) earnings of $9.26 per share, includes charges, may not be comparable to the Reuters Estimates consensus of $8.18; revenues fell 2.4% year/year to $619.5 mln vs the $611.7 mln consensus.
16:49 SCOR ComScore beats by $0.03, beats on revs; guides Q4 revs in line with consensus (36.66 +0.14)

Reports Q3 (Sep) earnings of $0.16 per share, $0.03 better than the Reuters Estimates consensus of $0.13. Co issues in line guidance for Q4, sees Q4 revs of $25-25.3 mln vs. $25.06 mln consensus. Co also sees Q4 non-GAAP adjusted net income of $6.2 to $6.5 mln.
16:47 CNL CLECO Corp reports Q3 results, beats on revs; reaffirms FY07 EPS guidance (26.35 +0.31)

Reports Q3 earnings of $0.63 per share, including Acadia settlement, may not be comparable to the Reuters Estimates consensus of $0.61; revenues rose 6.0% year/year to $311.7 mln vs the $275.7 mln consensus. Co reaffirms guidance for FY07, sees EPS of $1.20-1.30 vs. $1.29 consensus.
16:47 PGIC Progressive Gaming reports EPS in-line, beats on revs; gives outlook (3.98 +0.02)

Reports Q3 (Sep) loss of $0.10 per share, excluding non-recurring items, in-line with the Reuters Estimates consensus of ($0.10); revenues rose 28.9% year/year to $18.3 mln vs the $17.5 mln consensus. Co gives outlook: Co reiterates 2007 year-end target for CJS placements of 12,000 units exceeds prior 2007 year-end target for table management system placements of 4,000 units as period-end installed base rises to 4,874 units reflecting quarterly record of more than 1,400 placements; increases 2007 year-end target by 30% to 5,100 unit placements, representing year-over-year growth of 76%.
16:44 AMCS prelim ($0.01), includes items, may not be comparable to vs ($0.01) Reuters consensus; revs $13.3 mln vs $13.23 mln Reuters consensus

16:43 PGIC prelim ($0.10) vs ($0.10) Reuters consensus; revs $18.3 mln vs $17.54 mln Reuters consensus

16:43 SUN Sunoco earnings preview (73.60 +1.90) -Update-

SUN is expected to report 3Q07 earnings later tonight with a conf call tomorrow at 3 PM ET… SUN Consensus: Reuters 3Q07 EPS of $2.13, revs of $9.77 bln; 4Q07 EPS of $1.35, revs of $9.30 bln; FY07 EPS of $8.37, revs of $39.05 bln; FY08 EPS of $8.33, revs of $39.57 bln… Guidance: Co doesn’t guide. Rev growth and earnings have been VERY erratic… Expectations: Investors will be looking forward to this call because SUN is the first pure play refiner to report. As usual, the refining margins and the refining margins outlook will be an important topic investors will focus on. The Chemicals business has been a topic of debate recently, investors either want the co to sell it or spin it off because the unit has been struggling. Also, TSO recently said in its call that the co was looking to do acquisitions, is SUN looking to follow TSO? (There have also been recent rumors of SUN acquiring TSO). There will also be capacity questions and how the Philadelphia refinery is progressing… Areas of Focus on the Call: 1) Margins in SUN’s refining business 2) Update on the Chemicals business (mgmt considering alternatives) 3) Profit environment outlook going forward (margins, currently low crack spread, crude. Technical Levels of Interest: Please see the Levels of Interest. Levels (Note that the length of horizontal line correlates with strength of support or resistance level) (PVIEW)
16:42 DCP Dyncorp Intl beats by $0.04, misses on revs; reaffirms FY08 EPS guidance, revs guidance (22.64 -0.09)

Reports Q2 earnings of $0.24 per share, $0.04 better than the Reuters Estimates consensus of $0.20; revenues rose 4.3% year/year to $495.1 mln vs the $541.8 mln consensus. Co reaffirms guidance for FY08, sees EPS of $1.00-1.10 vs. $1.05 consensus; sees FY08 revs of $2.3-2.4 bln vs. $2.31 bln consensus.
16:42 ASPV Aspreva Pharma reports Q3 (Sep) results, revs in-line; guides FY07 revs in-line (25.48 +0.04)

Reports Q3 (Sep) earnings of $0.65 per share, includes $20 mln one tine payment to Roche not comparable to the Reuters Estimates consensus of $1.08; revenues rose 30.1% year/year to $62.3 mln vs the $62.2 mln consensus. Co reaffirmed guidance for FY07, sees FY07 revs in excess of $245 mln vs. $250.27 mln consensus. Co is being acquired by Galenica Group for $26/share.
16:41 URI United Rentals beats by $0.01, misses on revs (34.19 +0.26)

Reports Q3 (Sep) earnings of $0.94 per share, excluding non-recurring items, $0.01 better than the Reuters Estimates consensus of $0.93; revenues rose 1.1% year/year to $994 mln vs the $1061.7 mln consensus.
16:41 HLX Helix Energy beats by $0.06, beats on revs; guides Q4 EPS in-line (46.25 +1.62)

Reports Q3 (Sep) earnings of $0.88 per share, $0.06 better than the Reuters Estimates consensus of $0.82; revenues rose 23.0% year/year and 12.2% sequentially to $460.6 mln vs the $438.4 mln consensus (2 ests). Co issues in-line guidance for Q4, sees EPS of $0.85-1.05 vs. $1.00 consensus.
16:41 ITC ITC Holdings beats by $0.04, beats on revs; guides FY07 EPS in-line (57.24 -0.0 8)

Reports Q3 (Sep) loss of $0.48 per share, $0.04 better than the Reuters Estimates consensus of $0.44; revenues increased 73% to $109.3 mln vs 105.1 mln Reuters consensus. Co issues in-line guidance for FY07, sees EPS of $1.50-$1.60 vs $1.60 Reuters consensus.
16:38 STAN Standard Parking beats by $0.08, beats on revs; guides FY07 EPS above consensus (42.90 +1.29)

Reports Q0 earnings of $0.47 per share, $0.08 better than the Reuters Estimates consensus of $0.39; revenues rose 2.4% year/year to $67.3 mln. Co issues upside guidance for FY07, sees EPS of $1.65-1.70 vs. $1.59 consensus.
16:36 SLW Silver Wheaton reports Q3 EPS of $0.08 vs $0.07 Reuters consensus; revs $39.6 mln vs $40.50 mln Reuters consensus (16.97 +0.95)

16:35 CBR Ciber authorizes $10 mln buyback (7.79 +0.0 8)

16:35 MEDX Medarex reports EPS in-line, beats on revs (11.95 +0.04)

Reports Q3 (Sep) loss of $0.34 per share, excluding non-recurring items, in-line with the Reuters Estimates consensus of ($0.34); revenues were unchanged from the year-ago period at $12.4 mln.
16:34 SUNH sees FY07 $0.59-0.64 vs $0.60 Reuters consensus; sees revs $1.57-1.58 mln vs $1.62 bln Reuters consensus

16:33 HLX prelim $0.88 vs $0.82 Reuters consensus; revs $460.6 mln vs $438.35 mln Reuters consensus

16:33 ITC sees FY07 $1.50-1.60 vs $1.60 Reuters consensus

16:32 SUNH prelim $0.12 vs $0.12 Reuters consensus; revs $439.6 mln vs $447.32 mln Reuters consensus

16:32 PRU Prudential beats by $0.28, reports revs in-line; guides FY07 EPS above consensus (96.72 +1.29)

Reports Q3 (Sep) earnings of $1.97 per share, excluding non-recurring items, $0.28 better than the Reuters Estimates consensus of $1.69; revenues rose 9.8% year/year to $6.66 bln vs the $6.68 bln consensus. Co issues upside guidance for FY07, sees EPS of $7.45-7.60 vs. $7.26 consensus.
16:32 ITC prelim $0.48 vs $0.44 Reuters consensus; revs $109.3 mln vs $105.10 mln Reuters consensus

16:31 GMR General Maritime reports Q3 (Sep) results, misses on revs (28.18 +0.55)

Reports Q3 (Sep) earnings of $0.35 per share, includes gain, may not be comparable to the Reuters Estimates consensus of $0.32; revenues fell 12.2% year/year to $49.1 mln vs the $53.3 mln consensus.
16:31 OKS ONEOK Partners beats by $0.07, beats on revs; guides FY07 EPS above consensus (63.01 -0.60)

Reports Q3 (Sep) earnings of $0.98 per share, $0.07 better than the Reuters Estimates consensus of $0.91; revenues rose 15.7% year/year to $1.41 bln vs the $1.31 bln consensus. Co issues upside guidance for FY07, sees EPS of $3.90-4.00, up from previous guidance of $3.65-3.85, vs. $3.77 consensus.
16:31 PROS ProCentury beats by $0.03, misses on revs (14.86 -0.02)

Reports Q0 earnings of $0.43 per share, $0.03 better than the Reuters Estimates consensus of $0.40; revenues rose 1.2% year/year to $61.2 mln vs the $62.3 mln consensus. Co issues guidance for FY07, sees FY07 gross written premiums of $249-275 mln, may not be comparable to $248.74 mln consensus.
16:31 URI prelim $0.97 vs $0.93 Reuters consensus; revs $994 mln vs $1.06 bln Reuters consensus

16:31 RHI Robert Half announced that its board of directors has authorized the repurchase of up to an additional 10 mln shares of the co’s common stock (30.09 +0.31)

16:30 PVA Penn Virginia beats by $0.05, misses on revs (28.81 -0.20)

Reports Q3 (Sep) earnings of $0.49 per share, excluding non-recurring items, $0.05 better than the Reuters Estimates consensus of $0.44; revenues rose 14.5% year/year to $215.8 mln vs the $233.4 mln consensus.
16:29 AOC Aon reports EPS in-line, beats on revs (45.32 +0.10)

Reports Q3 (Sep) earnings of $0.59 per share, in-line with the Reuters Estimates consensus of $0.59; revenues rose 11.0% year/year to $2.41 bln vs the $2.27 bln consensus.
16:28 PVR Penn Virginia reports Q3 (Sep) results, misses on revs (28.81 -0.20)

Reports Q3 (Sep) earnings of $0.29 per share, incl items, may not be comparable to the Reuters Estimates consensus of $0.42; revenues fell 1.0% year/year to $130.2 mln vs the $145.1 mln consensus.
16:28 STNR Steiner Leisure reports EPS in-line, beats on revs (44.98 +0.35)

Reports Q3 (Sep) earnings of $0.68 per share, in-line with the Reuters Estimates consensus of $0.68; revenues rose 11.2% year/year to $140.4 mln vs the $137.3 mln consensus.
16:27 BGC General Cable beats by $0.21, beats on revs; guides Q4 EPS below consensus, revs below consensus (71.99 +2.13)

Reports Q3 (Sep) earnings of $1.11 per share, excluding non-recurring items, $0.21 better than the Reuters Estimates consensus of $0.90; revenues rose 19.7% year/year to $1.14 bln vs the $1.1 bln consensus. Co issues downside guidance for Q4, sees EPS of $0.80-0.85 vs. $0.88 consensus; sees Q4 revs of $1.05 bln vs. $1.06 bln consensus.
16:26 GMR prelim $0.35 includes gains may not be comparable vs $0.32 Reuters consensus; revs $49.09 mln vs $53.31 mln Reuters consensus

16:26 DOX Amdocs reports EPS in-line, revs in-line; guides Q1 EPS in-line, revs below consensus; guides FY08 EPS in-line, revs in-line (34.40 +0.52)

Reports Q4 (Sep) earnings of $0.54 per share, excluding non-recurring items, in-line with the Reuters Estimates consensus of $0.54; revenues rose 9.2% year/year to $726.7 mln vs the $730.7 mln consensus. Co issues mixed guidance for Q1, sees EPS of $0.55-0.57 vs. $0.56 consensus; sees Q1 revs of $735-745 mln vs. $753.88 mln consensus. Co issues in-line guidance for FY08, sees EPS of $2.29-2.39 vs. $2.38 consensus; sees FY08 revs of $3.05-3.15 bln vs. $3.15 bln consensus.
16:26 ENH Endurance Specialty reports Q3 EPS of $1.81 vs $1.57 Reuters consensus; revs $423.3 mln vs $430.01 mln Reuters consensus (39.21 +0.66)

16:25 PGTI PGT Inc. misses by $0.07, misses on revs (7.99 -0.01)

Reports Q3 (Sep) earnings of $0.04 per share, $0.07 worse than the Reuters Estimates consensus of $0.11; revenues fell 26.5% year/year and 9.4% sequentially to $72.2 mln vs the $76.5 mln consensus. Co says new housing starts continued to decline, and housing inventory levels continued to rise…The reduction in sales resulted in a decrease in operating leverage. Accordingly, margins decreased 4.5% from Q2.
16:25 CBT Cabot beats by $0.03, beats on revs (35.01 -0.60)

Reports Q4 (Sep) earnings of $0.32 per share, $0.03 better than the Reuters Estimates consensus of $0.29; revenues rose 1.8% year/year to $675 mln vs the $665.5 mln consensus.
16:25 AW Allied Waste beats by $0.02, misses on revs (12.64 +0.22)

Reports Q3 (Sep) earnings of $0.24 per share, excluding non-recurring items, $0.02 better than the Reuters Estimates consensus of $0.22; revenues rose 2.3% year/year to $1.56 bln vs the $1.6 bln consensus.
16:24 AAP Advance Auto beats by $0.03, beats on revs; guides Q4 EPS in-line (34.12 -0.14)

Reports Q3 (Sep) earnings of $0.61 per share, $0.03 better than the Reuters Estimates consensus of $0.58; revenues rose 15.0% year/year to $1.16 bln vs the $1.14 bln consensus. Co issues in-line guidance for Q4, sees EPS of 0.36-0.40 vs. $0.38 consensus. This guidance is based on comparable store sales growth of 0 to 2%. Gross margin is expected to be in line with fourth quarter last year. SG&A expenses are expected to leverage within the 0 to 2% sales guidance.
16:24 DNEX Dionex beats by $0.03, beats on revs; guides Q2 EPS in-line, revs in-line; guides FY08 EPS in-line, revs in-line (88.00 +0.97)

Reports Q1 (Sep) earnings of $0.53 per share, $0.03 better than the Reuters Estimates consensus of $0.50; revenues rose 13.0% year/year to $82.4 mln vs the $79.5 mln consensus. Co issues in-line guidance for Q2, sees EPS of $0.70-0.72 vs. $0.72 consensus; sees Q2 revs of $88-91 mln vs. $90.89 mln consensus. Co issues in-line guidance for FY08, sees EPS of $2.52-2.62 vs. $2.62 consensus; sees FY08 revs of $351-359 mln vs. $354.50 mln consensus.
16:23 DAVE Famous Dave’s reports EPS in-line, misses on revs (16.93 +0.47)

Reports Q4 earnings of $0.16 per share, in-line with the Reuters Estimates consensus of $0.16; revenues rose 3.5% year/year to $31.9 mln vs the $32.6 mln consensus. Co states, “…While the external environment is presenting cost pressures both on our operations and the consumer, we are diligently focused on maintaining operating margins while growing our top line revenues through in restaurant dining as well as industry leading catering and to go…”
16:23 ANDE Andersons reports EPS in-line, beats on revs; guides FY07 EPS in-line (49.65 +0.5 8)

Reports Q3 (Sep) earnings of $0.58 per share, in-line with the Reuters Estimates consensus of $0.58; revenues rose 64.9% year/year to $553.7 mln vs the $505.2 mln consensus. Co issues in-line guidance for FY07, sees EPS of $3.15-3.35 vs. $3.27 consensus.
16:22 SPRD Spreadtrum Comms reports Q3 diluted earnings per ADS of $0.13, up from $0.11 a yr a go (12.92 +0.67)

Co reports Q3 diluted earnings per ADS of $0.16, up from $0.11 a yr a go; revs rose 44% YoY to $38.5 mln. The co currently expects rev in Q4 to be approximately $46-$47 mln. The co estimates that its operating margin will likely increase from 11.7% in 3Q07 to slightly over 13% in 4Q07.
16:22 RMBS Rambus misses by $0.08, misses on revs (19.79 +0.07)

Reports Q3 (Sep) EPS of $0.06, excluding multiple itmes, $0.08 worse than the single estimate of $0.14; revenues fell 9.3% year/year to $41.7 mln vs the $50.1 mln estimate.
16:22 SCOR sees Q4 revs $25-25.3 mln vs $25.06 mln Reuters consensus

16:22 FIX Comfort Sys USA misses by $0.01, misses on revs (14.62 +0.04)

Reports Q3 (Sep) earnings of $0.28 per share, $0.01 worse than the Reuters Estimates consensus of $0.29; revenues fell 0.6% year/year to $286.1 mln vs the $306.8 mln consensus.
16:21 GGP Gen Growth Prop beats by $0.05, misses on revs (54.36 +1.12)

Reports Q3 (Sep) funds from operations of $0.83 per share, $0.05 better than the Reuters Estimates consensus of $0.78; revenues rose 15.9% year/year to $864.3 mln may not be comparable to $908.7 mln consensus.
16:21 MANT ManTech beats by $0.03, beats on revs; guides Q4 EPS above consensus, revs in-line (39.76 +0.54)

Reports Q3 (Sep) earnings of $0.51 per share, $0.03 better than the Reuters Estimates consensus of $0.48; revenues rose 35.1% year/year to $383.4 mln vs the $375.3 mln consensus. Co issues upside EPS guidance for Q4, sees EPS of $0.53-0.56 vs. $0.51 consensus; sees Q4 revs of $389-404 vs. $390.65 mln consensus.
16:21 UQM UQM Technologies reports Q3 EPS of (0.04) vs ($0.03) two analyst est, revs rose 18% YoY to $1.9 mln vs $1.79 mln two analyst est (3.89 +0.00)

16:21 PGTI prelim $0.04 vs $0.11 Reuters consensus; revs $72.2 mln vs $76.46 mln Reuters consensus

16:21 SMCI Super Micro Computer reports Q1; issues in-line rev guidance for Q2 (10.05 +0.14)

Reports Q1 (Sep) earnings of $0.15 per share, includes tax effect, may not be comparable to the Reuters Estimates consensus of $0.13; revenues rose 6.3% year/year to $117.90 mln vs the $117.85 mln consensus. Co issues in-line guidance for Q2, sees revs of $128-135 mln vs. $134.50 mln consensus.
16:20 SCOR prelim $0.16 vs $0.13 Reuters consensus; revs $22.4 mln vs $22.12 mln Reuters consensus

16:20 AEL American Equity Investment Life misses by $0.02, misses on revs (9.77 +0.0 8)

Reports Q3 (Sep) earnings of $0.28 per share, $0.02 worse than the Reuters Estimates consensus of $0.30; revenues fell 27.0% year/year to $189.3 mln vs the $196.8 mln consensus.
16:19 PLXS Plexus beats by $0.07, misses on revs; guides Q1 EPS above consensus, revs above consensus (25.80 -0.43)

Reports Q4 (Sep) earnings of $0.55 per share, excluding non-recurring items, $0.07 better than the Reuters Estimates consensus of $0.48; revenues rose 7.3% year/year to $426 mln vs the $435.2 mln consensus. Co issues upside guidance for Q1, sees EPS of $0.58-0.63 vs. $0.42 consensus; sees Q1 revs of $440-460 mln vs. $430.73 mln consensus.
16:19 FMR First Mercury Financial Corporation announces acquisition of American Management Corporation; terms not disclosed (22.15 +0.75)

Co announced that it has entered into a purchase agreement to acquire all of the outstanding stock of American Management. The acquisition is subject to regulatory approval and other conditions to closing. Financial terms of the transaction were not disclosed. The transaction is expected to close in early 2008. Subsequent to the transaction, American Management will continue to operate under its existing name as a wholly owned subsidiary of First Mercury.
16:18 BGC sees Q4 $0.80-0.85 vs $0.88 Reuters consensus; sees revs $1.05 bln vs $1.06 bln Reuters consensus

16:18 CAI CACI Intl beats by $0.02, beats on revs; guides FY08 EPS in-line, revs above consensus (53.68 +1.72)

Reports Q1 (Sep) earnings of $0.60 per share, $0.02 better than the Reuters Estimates consensus of $0.58; revenues rose 18.4% year/year to $553.6 mln vs the $508.6 mln consensus. Co issues guidance for FY08, sees EPS of $2.50-2.80 vs. $2.69 consensus; sees FY08 revs of $2.25-2.35 bln vs. $2.1 bln consensus.
16:16 TRN Trinity Industries beats by $0.13, beats on revs; guides Q4 EPS in-line, guides FY08 EPS below consensus (36.18 +0.8 8)

Reports Q3 (Sep) earnings of $1.08 per share, $0.13 better than the Reuters Estimates consensus of $0.95; revenues rose 24.5% year/year to $1.01 bln vs the $0.98 bln consensus. Co issues in-line EPS guidance for Q4, sees EPS of $0.87-0.92 vs. $0.90 consensus; sees Q4 revs to be comparable to Q3 which is $1.01 bln vs. $1.04 bln consensus. Co issues downside guidance for FY08, sees EPS of $3.10-3.50 vs. $3.67 consensus.
16:16 PHRM Pharmion misses by $0.16, reports revs in-line; raises FY07 revs to in-line (48.12 +0.83)

Reports Q3 (Sep) loss of $0.58 per share, $0.16 worse than the Reuters Estimates consensus of ($0.42); revenues rose 9.2% year/year to $67.3 mln vs the $66.8 mln consensus. Co raises guidance to in-line for FY07, sees FY07 revs of $265-270 mln, up from $250-260 mln, vs. $267.00 mln consensus. Co reported Q3 Vidaza revs of $42.3 vs. $41 mln Street expectations. Co reported Q3 Thalidomed revs of $20.2 vs. $20 mln Street expectations.
16:16 JDSU JDS Uniphase beats by $0.02, reports revs in-line; guides Q2 revs in-line (15.26 +0.07)

Reports Q1 (Sep) earnings of $0.08 per share, $0.02 better than the Reuters Estimates consensus of $0.06; revenues rose 12.3% year/year to $357.2 mln vs the $355.8 mln consensus. Co issues in-line guidance for Q2, sees Q2 non-GAAP revs of $372-394 mln vs. $391.95 mln consensus.
16:16 BGC prelim $1.03 vs $0.90 Reuters consensus; revs $1.14 bln vs $1.10 bln Reuters consensus

16:16 AAP sees Q4 $0.36-0.40 vs $0.38 Reuters consensus

16:15 SGTL SigmaTel beats by $0.06, beats on revs; guides Q4 EPS below consensus, revs below consensus (3.06 -0.10)

Reports Q3 (Sep) loss of $0.06 per share, excluding non-recurring items, $0.06 better than the Reuters Estimates consensus of ($0.12); revenues fell 8.5% year/year to $41.2 mln vs the $39.7 mln consensus. Co issues downside guidance for Q4, sees EPS of ($0.10)-($0.17), excluding non-recurring items, vs. ($0.0 8) consensus; sees Q4 revs of $33-38 mln vs. $41.14 mln consensus.
16:15 OKE ONEOK beats by $0.04, beats on revs; guides FY07 EPS above consensus

Reports Q3 (Sep) earnings of $0.13 per share, $0.04 better than the Reuters Estimates consensus of $0.09; revenues rose 6.2% year/year to $2.81 bln vs the $2.61 bln consensus. Co raises FY07 EPS guidance to $2.62-2.72 (consensus $2.57), up from prior guidance of $2.50-2.70.
16:15 AAP prelim $0.61 vs $0.58 Reuters consensus; revs $1.16 bln vs $1.14 bln Reuters consensus

16:15 QSII Quality Systems reports EPS in-line, misses on revs (36.26 +0.41)

Reports Q2 (Sep) earnings of $0.35 per share, in-line with the Reuters Estimates consensus of $0.35; revenues rose 20.6% year/year to $45.1 mln vs the $46.1 mln consensus.
16:14 HMN Horace Mann misses by $0.04, beats on revs; guides FY EPS in-line (20.55 +0.37)

Reports Q3 (Sep) earnings of $0.42 per share, excluding non-recurring items, $0.04 worse than the Reuters Estimates consensus of $0.46; reports revs up 1.0% to $218.8 mln with no estimates. Co issues in-line guidance for FY07, sees EPS of $1.80-1.95 vs. $1.95 consensus.
16:14 PRU sees FY07 $7.45-7.60, excl charge, may not be comparable to $7.26 Reuters consensus;

16:13 WCAA WCA Waste reports EPS in-line, revs in-line (6.99 -0.01)

Reports Q3 (Sep) earnings of $0.08 per share, in-line with the Reuters Estimates consensus of $0.08; revenues rose 23.5% year/year to $48.4 mln vs the $48 mln consensus.
16:13 SPAN Span-America Medical reports Q3 EPS of $0.46, ex items vs $0.32 in yr ago period; revs +15% to $15.5 mln (17.00 +0.74)

16:13 TTMI TTM Tech beats by $0.02, reports revs in-line; guides Q4 EPS in-line, revs in-line (12.83 -0.01)

Reports Q3 (Sep) earnings of $0.19 per share, $0.02 better than the Reuters Estimates consensus of $0.17; revenues rose 115.4% year/year to $163.1 mln vs the $164.7 mln consensus. Co issues in-line guidance for Q4, sees EPS of $0.18-0.23 vs. $0.21 consensus; sees Q4 revs of $164-172 mln vs. $171.10 mln consensus.
16:12 SMSI Smith Micro Software reports EPS in-line, revs in-line (15.38 -0.33)

Reports Q3 (Sep) earnings of $0.21 per share, excluding non-recurring items, in-line with the Reuters Estimates consensus of $0.21; revenues rose 37.8% year/year to $20.4 mln vs the $20.3 mln consensus.
16:12 PRU prelim $1.97, excl charge, may not be comparable to $1.69 Reuters consensus; revs $6.66 bln vs $6.68 bln Reuters consensus, $6.53 bln First Call

16:12 EXAR Exar misses by $0.06, but beats on revs (12.16 +0.16)

Reports Q2 (Sep) earnings of $0.05 per share, excluding non-recurring items, $0.06 worse than the Reuters Estimates consensus of $0.11; revenues rose 3.6% year/year and 12% sequentially to $19.2 mln vs the $18.1 mln consensus.
16:12 BARE Bare Escentuals beats by $0.01, reports revs in-line; reaffirms FY07 EPS guidance; guides FY08 EPS below consensus (24.70 -2.24)

Reports Q3 (Sep) earnings of $0.22 per share, $0.01 better than the Reuters Estimates consensus of $0.21; revenues rose 29.3% year/year to $126.6 mln vs the $125.5 mln consensus. Co reaffirms guidance for FY07, sees EPS of $0.89-$0.94 vs. $0.93 consensus. Co issues downside guidance for FY08, sees EPS of $1.13-$1.18 vs. $1.22 consensus. Co also expects sales growth to be in line with its long-term revenue growth target of between 20%-25%.
16:12 CROX Crocs beats by $0.03, reports revs in-line; guides FY07 EPS in-line, revs below consensus (74.75 +2.66)

Reports Q3 (Sep) earnings of $0.66 per share, $0.03 better than the Reuters Estimates consensus of $0.63; revenues rose 130.3% year/year to $256.3 mln vs the $258.5 mln consensus. CROX raises FY07 guidance again. Co issues mixed guidance for FY07, sees EPS of $1.94-1.98 vs. $1.97 consensus; sees FY07 revs of $820-830 mln vs. $835.67 mln consensus. Co also introduced fiscal year 2008 guidance. Crocs currently anticipates revenues and net income per diluted share to increase between 35% to 40% over the projected 2007 levels.
16:11 SMSI prelim $0.21 vs $0.21 Reuters consensus; revs $20.4 mln vs $20.25 mln Reuters consensus

16:11 OIIM O2Micro beats by $0.07, beats on revs (17.36 +0.52)

Reports Q3 (Sep) earnings of $0.29 per share, $0.07 better than the Reuters Estimates consensus of $0.22; revenues rose 43.6% year/year to $45.1 mln vs the $44.1 mln consensus.
16:11 HMN sees {PERIOD} $1.80-1.95 vs $1.95 Reuters consensus

16:11 HMN prelim $0.42 vs $0.46 Reuters consensus; revs $218.8 mln

16:10 ADPT Adaptec beats by $0.05, beats on revs

Reports Q2 (Sep) loss of $0.02 per share, $0.05 better than the Reuters Estimates consensus of ($0.07); revenues fell 40.2% year/year to $44 mln vs the $39.5 mln consensus. “While our top line results were above the company’s expectations, we continue to face difficult market conditions…”
16:10 UNM UNUMProvident beats by $0.09, misses on revs; guides FY07 EPS above consensus (23.35 +0.54)

Reports Q3 (Sep) earnings of $0.60 per share, $0.09 better than the Reuters Estimates consensus of $0.51; revenues fell 0.3% year/year to $2.61 bln vs the $2.67 bln consensus. Co raises guidance for FY07, sees EPS of $2.14-2.17 vs. $2.03 consensus up from previous guidance of $2.01 to $2.04.
16:09 DAVE prelim $0.16 vs $0.16 Reuters consensus; revs $31.9 mln vs $32.61 mln Reuters consensus

16:09 PLD ProLogis to offer convertible senior notes (71.74 +1.10)

The co announces its intention to offer, subject to market and other conditions, $875 mln aggregate principal amount of convertible senior notes due 2037, plus an additional $125 mln aggregate principal amount of notes that may be issued, at the option of the underwriters to cover over-allotments. The exact timing and terms of the offering will depend on mkt conditions and other factors.
16:09 NXTM Nxstage Medical to recognize several key milestones at American Society of Nephrology’s Renal Week 2007 (14.75 +0.12)

The co will recognize at the American Society of Nephrology’s Renal Week 2007 several key milestones supporting its mission to transform renal therapy with innovative yet simple solutions that benefit patients, caregivers and society.
16:09 AOC Aon announces 2007 restructuring plan (45.32 +0.01)

The co announces a restructuring plan that is expected to result in cumulative pretax charges of approximately $360 mln, encompassing workforce reduction, lease consolidation, asset impairment and other costs associated with the restructuring program. The plan, before any potential reinvestment of savings, is expected to deliver $50-70 mln of savings in 2008, $175-200 mln in 2009 and $240 mln of annualized savings by 2010. Actual savings, total charges and timing may vary from the estimates due to changes in the scope or underlying assumptions of the plan. The co intends to eliminate 2,700 positions, predominantly non-client facing roles, including 1,100 positions that will be off-shored or outsourced.
16:09 DNEX sees FY08 $2.52-2.62 vs $2.62 Reuters consensus; sees revs $351-359 mln vs $354.50 mln Reuters consensus

16:08 OKS sees FY07 $3.90-4.00, up from $3.65-3.85, vs $3.77 Reuters consensus

16:08 JDSU sees Q2 revs $372-394 mln vs $391.95 mln Reuters consensus

16:08 JDSU prelim $0.08 vs $0.06 Reuters consensus; revs $356.7 mln vs $355.84 mln Reuters consensus

16:07 AW prelim $0.24, ex items, vs $0.22 Reuters consensus; revs $1.56 bln vs $1.60 bln Reuters consensus

16:07 DNEX sees Q2 $0.70-0.72 vs $0.72 Reuters consensus; sees revs $88-91 mln vs $90.89 mln Reuters consensus

16:07 THRX Theravance Announces Initiation of Phase 2 Clinical Program with its MABA Compound in COPD (25.02 +0.75)

The co announces has initiated a Phase 2 clinical study of GSK961081, an investigational bifunctional muscarinic antagonist-beta2 agonist compound for the treatment of chronic obstructive pulmonary disease. The compound was discovered by Theravance and is being developed by GlaxoSmithKline under the parties’ Strategic Alliance Agreement. GSK961081 is a potent, long-acting, inhaled bronchodilator featuring a bifunctional mechanism of action, combining both muscarinic antagonist and beta2 agonist pharmacology in a single molecule. The goal of this program is to develop a once-a-day medicine with improved efficacy relative to existing therapies of inhaled beta2-adrenoceptor agonists and anti-muscarinic drugs used for the treatment of COPD. GSK initiated the Phase 2 study based upon favorable data from pre-clinical and Phase 1 studies completed earlier this year. In Phase 1 randomized double-blind, placebo-controlled, single- and multiple-dose studies that enrolled healthy volunteers, ‘081 was generally well tolerated and demonstrated evidence of bronchodilation over 24 hours after a single dose and after seven consecutive daily doses.
16:07 OKS prelim $0.98 vs $0.91 Reuters consensus, $0.92 First Call; revs $1.41 bln vs $1.31 bln Reuters consensus, $1.25 bln First Call

16:07 RMBS prelim ($0.06) vs $0.13 single analyst estimate; revs $41.7 mln vs $44.20 mln single analyst estimate

16:06 WCAA prelim $0.08 vs $0.08 Reuters consensus, $0.07 First Call; revs $48.4 mln vs $48.04 mln Reuters consensus

16:06 DNEX prelim $0.53 vs $0.50 Reuters consensus; revs $82.4 mln vs $79.50 mln Reuters consensus

16:06 TRN sees FY08 $3.10-3.50 vs $3.67 Reuters consensus

16:06 MTCT MTC wins potential $4.5 mln contract for military satellite communications work (18.29 -0.07)

Co announces that MTC’s Professional Services Group won a basic plus nine-year, time and materials contract, potentially worth $4.5 mln to the co.
16:06 CAI sees FY08 $2.50-2.80 vs $2.69 Reuters consensus; sees revs $2.25-2.35 bln vs $2.10 bln Reuters consensus

16:06 TBSI International Limited announces the acquisition of two Handysize Bulk Carriers (62.84 +3.79)

The co announces that it has entered into agreements to acquire two handysize bulk carriers, the M.V. Ypermachos and the M.V. Diasozousa. TBS has agreed to acquire these vessels charter free for $26.0 mln each and they are expected to be delivered to the co between mid-January and mid-March 2008.
16:06 SQNM prelim ($0.14) vs ($0.14) Reuters consensus; revs $9.8 mln vs $9.51 mln Reuters consensus

16:06 TRN sees Q4 $0.87-0.92 vs $0.90 Reuters consensus; sees revs $1.01 bln vs $1.04 bln Reuters consensus

16:06 BARE reaffirms FY07 $0.89-0.94 vs $0.93 Reuters consensus

16:06 CAI prelim $0.60 vs $0.58 Reuters consensus; revs $553.6 mln vs $508.58 mln Reuters consensus

16:05 QSII prelim $0.35 vs $0.35 Reuters consensus; revs $45.1 mln vs $46.05 mln Reuters consensus

16:05 PLXS sees Q1 $0.58-0.63 vs $0.42 Reuters consensus; sees revs $440-460 mln vs $430.73 mln Reuters consensus

16:05 BARE prelim $0.22 vs $0.21 Reuters consensus; revs $126.6 mln vs $125.54 mln Reuters consensus

16:05 NSYS Nortech Systems reports Q3 EPS of $0.15 vs $0.12, revs rose 17% YoY to $29.6 mln (7.44 +0.01)

16:05 ADPT prelim ($0.02) vs ($0.07) Reuters consensus; revs $44.0 mln vs $39.45 mln Reuters consensus

16:05 IIG iMergent announces preliminary approval of settlement of all derivative litigation; to recieve $3.3 mln (24.12 -0.44)

Co announces the Third Judicial District Court in and for Salt Lake County of Utah provided preliminary approval of a settlement agreement between the company and all derivative litigation filed in various courts in Utah. Under the terms of the settlement, iMergent is to receive a payment of $3.3 mln in insurance proceeds. The funds will be used to pay $2.8 mln for the settlement of the class action settlement, discussed in Form 8-K filed by the company on September 21, 2007, and $500,000 for attorney fees to derivative counsel. The settlement also calls for the co to adopt certain corporate governance measures as well as present certain items to a vote of the co’s shareholders. After final approval of the settlement and court approval of the class action settlement, the items that require a vote of the shareholders will be included in the next scheduled annual proxy statement. Additionally, after final approval of the settlement and court approval of the class action settlement, all corporate governance items not requiring approval of the co’s shareholders, which have not already been adopted, will be adopted by the co.
16:05 SGTL prelim ($0.06) vs ($0.12) Reuters consensus; revs $41.2 mln vs $39.69 mln Reuters consensus

16:05 TRN prelim $1.08 vs $0.95 Reuters consensus; revs $1.01 bln vs $976.08 mln Reuters consensus

16:05 PLXS prelim $0.55 vs $0.48 Reuters consensus; revs $426 mln vs $435.15 mln Reuters consensus

16:04 DOX sees FY08 $2.29-2.39 vs $2.38 Reuters consensus; sees revs $3.05-3.15 mln vs $3.15 bln Reuters consensus

16:04 UNM sees FY07 $2.14-2.17 vs $2.03 Reuters consensus

16:03 DOX sees Q1 $0.55-0.57 vs $0.56 Reuters consensus; sees revs $735-745 mln vs $753.88 mln Reuters consensus

16:03 TTMI sees Q4 $0.18-0.23 vs $0.21 Reuters consensus; sees revs $164-172 mln vs $171.10 mln Reuters consensus

16:03 UNM prelim $0.60 vs $0.51 Reuters consensus; revs $2.61 bln vs $2.67 bln Reuters consensus

16:03 ANDE reaffirms FY07 $3.15-3.35 vs $3.27 Reuters consensus

16:03 ASPV reaffirms FY07 revs in excess of $245 mln vs $250.27 mln Reuters consensus

16:03 TTMI prelim $0.19 vs $0.17 Reuters consensus; revs $163.07 mln vs $164.69 mln Reuters consensus

16:03 DOX prelim $0.54 vs $0.54 Reuters consensus; revs $726.7 mln vs $730.69 mln Reuters consensus

16:02 ANDE prelim $0.58 vs $0.58 Reuters consensus; revs $554 mln vs $505.21 mln Reuters consensus

16:02 MANT prelim $0.51 vs $0.48 Reuters consensus; revs $383.40 mln vs $375.31 mln Reuters consensus

16:02 PHRM Pharmion 3Q07 Drug Revenues (48.12 +0.83) -Update-

Drug Actual (mln) Street Expectation (mln)
Vidaza $42.3 $41
Thalidomide $20.2 $20
16:02 ASPV prelim $0.65, incl items, may not be comparable to $1.08 Reuters consensus; revs $62.3 mln vs $62.17 mln Reuters consensus

16:02 CROX: Crocs currently anticipates revenues and net income per diluted share to increase between 35% to 40% over the projected 2007 levels.

16:02 PHRM sees FY07 revs $265-270 mln, compared to previous guidance of $250-260 mln, vs $267.00 mln Reuters consensus

16:02 MEDX prelim ($0.29) vs ($0.34) Reuters consensus; revs $12.4 mln vs $11.77 mln Reuters consensus

16:01 FIX prelim $0.28 vs $0.29 Reuters consensus; revs $286.1 mln vs $306.78 mln Reuters consensus

16:01 EXAR prelim $0.05 vs $0.11 Reuters consensus; revs $19.2 mln vs $18.08 mln Reuters consensus

16:01 PHRM prelim ($0.5 8) vs ($0.42) Reuters consensus; revs $67.3 mln vs $66.76 mln Reuters consensus

16:01 CROX sees FY07 $1.94-1.98 vs $1.97 Reuters consensus; sees revs $820-830 mln vs $835.67 mln Reuters consensus

16:00 VNDA Vanda Pharmaceuticals announces proposed $100 mln convertible senior notes offering (15.00 +0.06)

The co announces that it intends to offer $100 mln aggregate principal amount of convertible senior notes due 2014. This offering will be made through a private placement to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933. The co expects to grant the initial purchasers of the notes a 30-day overallotment option to purchase up to an additional $25 mln aggregate principal amount of the notes. The co intends to use the net proceeds of this offering for the commercialization of iloperidone for the treatment of schizophrenia, the continuing development of the co’s other product candidates, other research and development activities, and for working capital purposes.
16:00 OIIM prelim $0.29 vs $0.22 Reuters consensus, $0.23 First Call; revs $45.1 mln vs $44.12 mln Reuters consensus

16:00 CROX raises FY07 guidance again

16:00 CROX prelim $0.66 vs $0.63 Reuters consensus; revs $256.3 mln vs $258.45 mln Reuters consensus

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