Earnings - 30th April 2009(1)

7:10AM Genesis Lease beats by $0.02, reports revs in-line (GLS) 3.77 : Reports Q1 (Mar) earnings of $0.28 per share, $0.02 better than the First Call consensus of $0.26; revenues rose 4.5% year/year to $57.1 mln vs the $56.9 mln consensus.

7:09AM Procter & Gamble beats by $0.04, misses on revs; guides FY09 EPS in-line (PG) 50.42 : Reports Q3 (Mar) earnings of $0.84 per share, $0.04 better than the First Call consensus of $0.80; revenues fell 8.0% year/year to $18.4 mln vs the $18.91 bln consensus. Co is comfortable with analysts' current consensus earnings per share estimate of $4.22, with a range of $4.20-4.25.  For the 2009 fiscal year, the Company expects organic sales to grow by two to three percent. Net sales are expected to be down two to four percent driven primarily by unfavorable foreign exchange of about five percent (consensus is for total revs to decline by ~3%). Operating margin, which includes about 50 basis points of incremental Folgers-related restructuring charges, is expected to be consistent with the prior fiscal year.

7:07AM China Security and Surveillance beats by $0.01, beats on revs; reaffirms FY09 EPS guidance, revs guidance (CSR) 6.05 : Reports Q1 (Mar) earnings of $0.30 per share,$0.01 better than the First Call consensus of $0.29; revenues rose 34.3% year/year to $96.4 mln vs the $87.6 mln consensus. Co reaffirms guidance for FY09, sees EPS of $2.16-2.26 vs. $2.11 consensus; sees FY09 revs of $600-630 mln vs. $601.21 mln consensus.

7:05AM Sepracor beats by $0.16, reports revs in-line; reaffirms FY09 EPS guidance, revs guidance (SEPR) 14.44 : Reports Q1 (Mar) earnings of $0.85 per share, excluding non-recurring items, $0.16 better than the First Call consensus of $0.69; revenues rose 2.9% year/year to $330.2 mln vs the $328.6 mln consensus. Co reaffirms guidance for FY09, sees EPS of $2.10-2.70, excluding non-recurring items, vs. $2.43 consensus; sees FY09 revs of $1.15-1.25 bln vs. $1.21 bln consensus.

7:04AM Digital Realty Trust beats by $0.03, beats on revs (DLR) 37.41 : Reports Q1 (Mar) funds from operations of $0.70 per share, $0.03 better than the First Call consensus of $0.67; revenues rose 30.2% year/year to $149.1 mln vs the $147.2 mln consensus.

7:02AM Natus Medical beats by $0.01, reports revs in-line; guides Q2 EPS below consensus, revs below consensus; guides FY09 EPS below consensus, revs below consensus (BABY) 8.50 : Reports Q1 (Mar) earnings of $0.03 per share, $0.01 better thanthe First Call consensus of $0.02; revenues fell 9.5% year/year to $33.4 mln vs the $33.3 mln consensus. Co issues downside guidance for Q2, sees EPS of $0.05-0.06 vs. $0.07 consensus; sees Q2 revs of $34.5-35.5 vs. $36.98 mln consensus. Co issues downside guidance for FY09, sees EPS of $0.31-0.34 vs. $0.37 consensus; sees FY09 revs of $143-146 vs. $151.69 mln consensus. "The severe worldwide economic downturn that started to impact our business in December 2008 continued to influence our results for the first quarter of 2009. In the quarter, we had been working on several large orders that were not placed as hospitals continue to reduce capital equipment expenditures. We believe that these orders have been pushed out and not lost. However, the exact timing of these orders remains uncertain."

7:02AM Colgate-Palmolive beats by $0.01, misses on revs (CL) 59.71 : Reports Q1 (Mar) earnings of $0.97 per share, $0.01 better than the First Call consensus of $0.96; revenues fell 5.7% year/year to $3.5 bln vs the $3.6 bln consensus. Co says "We are delighted to begin 2009 with continued strong top-line momentum with organic sales increasing 8.0%. Also, our gross margin, operating margin and net profit as a percent to sales increased during the quarter, despite difficult economic conditions worldwide. Our cost-cutting and efficiency programs as well as increased pricing more than offset the impact during the quarter of higher raw and packaging material costs worldwide and the strengthening dollar.... Looking ahead, we have a very full new product pipeline for the balance of the year, which should contribute to positive unit volume growth in the second quarter and for the full year. We expect our strong organic sales growth to continue, driven by both positive volume and higher pricing.... The benefits of recently easing commodity and oil prices have begun to flow through and should build as the year goes on. This, coupled with the higher pricing and our ongoing aggressive savings programs, should offset the expected impact of the stronger dollar on raw and packaging material costs, indicating that gross profit margin should increase as the year progresses and be up at least at the high end of our targeted range of 75 to 125 basis points for the full year 2009. Overall, we are comfortable with external profit expectations for both the second quarter and the year." (Briefing.com note: Q2 consensus is $1.05/3.769 bln and FY09 consensus is $4.21/15.079 bln)

6:38AM LKQ Corp beats by $0.02, reports revs in-line; guides FY09 EPS in-line (LKQX)16.35 : Reports Q1 (Mar) earnings of $0.23 per share, $0.02 better than the First Call consensus of $0.21; revenues rose 5.3% year/year to $518 mln vs the $522.6 mln consensus. Co issues in-line guidance for FY09, sees EPS of $0.80-0.86 vs. $0.82 consensus. Organic revenue growth, excluding Other Revenue which will continue to be impacted by weak commodity prices, is projected to grow at a rate of 6% to 8%. 

6:33AM Dow Chemical beats by $0.33, misses on revs (DOW) 13.51 : Reports Q1 (Mar) earnings of $0.12 per share, excluding excluding pretax charge of $19 mln for additional severance related to the fourth quarter of 2008 restructuring; $48 mln in pretax transaction costs related to the acquisition of Rohm and Haas Company; and the Company's $29 mln share of a restructuring charge recognized by Dow Corning Corporation, a 50% owned nonconsolidated affiliate of the Company, $0.33 better than the First Call consensus of ($0.21); revenues fell 38.7% year/year to $9.09 bln vs the $11.69 bln consensus. Co says "There are some signs that the pace of global economic decline is moderating. The broad diversity of Dow's product mix enables us to have better visibility on true market demand, especially in parts of the world, such as in China, where domestic stimulus programs are beginning to take hold. "Having said that, it's prudent to expect that 2009 will still be a recessionary year globally, and we are not counting on material improvements in economic conditions in the near term. We remain focused on managing what is in our control, namely reducing costs and capital spending, delivering on our action plan to de-leverage our balance sheet, and smoothly and successfully integrating Rohm and Haas into the new Dow. These actions are paramount to our long-term strategy to transform Dow into an earnings-growth company." Co reports volume declined 19% compared with the same quarter of 2008, while price was down 20%, reflecting the effects of the ongoing recessionary business climate and continued inventory de-stocking in most value chains.

6:33AM Strayer Education beats by $0.10, beats on revs; guides Q2 EPS above consensus (STRA) 178.96 : Reports Q1 (Mar) earnings of $2.07 per share, $0.10 better than the First Call consensus of $1.97; revenues rose 28.2% year/year to $124.5 mln vs the $122.8 mln consensus. Co issues upside guidance for Q2, sees EPS of $1.95-1.97 vs. $1.80 consensus. Enrollment at Strayer University for the 2009 spring term increased 22% to 46,038 students compared to 37,733 for the same term in 2008. Across the Strayer University campus and online system, new student enrollments increased 26%, while continuing student enrollments increased 21%. Global online students increased 40%. Students taking 100% of their classes online (including campus based students) increased 24%. The total number of students taking at least one class online increased 23%.

6:31AM Newell Rubbermaid beats by $0.12, reports revs in-line; guides Q2 EPS in-line; reaffirms FY09 EPS guidance (NWL) 8.67 : Reports Q1 (Mar) earnings of $0.20 per share, excluding non-recurring items, $0.12 better than the First Call consensus of $0.08; revenues fell 16.0% year/year to $1.2 bln vs the $1.19 bln consensus. Co issues in-line guidance for Q2, sees EPS of $0.30-0.37 vs. $0.33 consensus. Co reaffirms guidance for FY09, sees EPS of $1.00-1.25 vs. $1.00 consensus

6:24AM Newmont Mining beats by $0.02, beats on revs (NEM) 40.71 : Reports Q1 (Mar) earnings of $0.44 per share, excluding non-recurring items, $0.02 better than the First Call consensus of $0.42; revenues fell 20.1% year/year to $1.55 bln vs the $1.4 bln consensus. Net cash provided from continuing operations was $387.0 mln. Equity gold sales were 1.27 mln ounces at an average realized gold price of $906 per ounce. Equity copper sales were 43 mln pounds at an average realized copper price of $1.69 per pound. Co maintains its previously announced 2009 equity gold sales outlook of between 5.2-5.5 mln ounces at costs applicable to sales of between $400 and $440 per ounce. Costs applicable to sales are expected to change by approx $6 per ounce for every $10 change in the oil price and by roughly $3 per ounce for every 0.10 change in the Australian dollar exchange rate for the remainder of the year.

6:23AM Hornbeck Offshore beats by $0.09, reports revs in-line; guides FY09 EPS in-line (HOS) 20.71 : Reports Q1 (Mar) earnings of $1.01 per share, $0.09 better than the First Call consensus of $0.92; revenues rose 12.4% year/year to $109.6 mln vs the $110.4 mln consensus. Co issues in-line guidance for FY09, sees EPS of 3.50-3.97, $3.86. excluding the recently adopted APB 14-1 non-cash OID interest expense vs. $3.53 consensus. Co says guidance assumes that current Upstream and Downstream market conditions remain constant. Fleetwide average new generation OSV dayrates are anticipated to be in the $20,000 to $22,000 range and fleetwide new generation OSV utilization is anticipated to average in the high-80% to low-90% range for the annual 2009 guidance period. The co expects that cash operating expenses per vessel-day in fiscal 2009 will not materially increase over fiscal 2008 levels, excluding contract-related costs recoverable through higher dayrates or other revenue. Annual G&A expenses are expected to be in the range of 9% to 10% of revenues for fiscal 2009. The projected annual FAS 123R stock-based compensation expense, depreciation, amortization and net interest expense that underpin the co's diluted EPS guidance for the full-year 2009 are included in the attached data tables. Projected quarterly FAS 123R stock-based compensation expense, depreciation, amortization and net interest expense for the quarter ending June 30, 2009 are expected to be $2.4 mln, $11.4 mln, $5.9 mln and $4.7 mln, respectively. The co's annual effective tax rate is expected to be 36.3% for fiscal 2009. The coexpects total maintenance capital expenditures for the full-year 2009 to be approximately $32.6 mln.

4:44AM Carbo Ceramics beats by $0.04, misses on revs (CRR) 36.72 : Reports Q1 (Mar) earnings of $0.70 per share, $0.04 better than the First Call consensus of $0.66; revenues rose 0.3% year/year to $90.6 mln vs the $98.3 mln consensus.

3:39AM NYSE Euronext beats by $0.04, misses on revs (NYX) 22.52 : Reports Q1 (Mar) earnings of $0.43 per share, excluding non-recurring items, $0.04 better than the First Call consensus of $0.39; revenues rose 0.2% year/year to $1.11 bln vs the $1.13 bln consensus. Q109 gross revenues were impacted by lower European cash and derivatives volumes, currency headwinds and structural changes to the U.S. cash pricing model which increased gross revenues.

3:33AM Taiwan Semi beats by $0.02, beats on revs, raises Q2 revenue guidance (TSM) 10.08 : Reports Q1 (Mar) earnings of $0.01 per ADR, $0.02 better than the First Call consensus of ($0.01); revenues fell 57.9% year/year to $1.16 bln vs the $1.1 bln consensus. Co issues upside guidance for Q2, sees revenue of NT$71.0-74.0 bln vs NT$45.44 bln consensus. Co expects gross profit margin of 43.5-45.5% and expects operating profit margin of 30.5-32.5%. Management expects 2009 capital expenditure of approx $1.5 bln.

2:06AM BioMed Realty beats by $0.06, beats on revs; guides FY09 FFO above consensus (BMR) 11.04 : Reports Q1 (Mar) funds from operations of $0.51 per share, excluding non-recurring items, $0.06 better than the First Call consensus of $0.45; revenues rose 39.4% year/year to $94 mln vs the $84.8 mln consensus. Co issues upside guidancefor FY09, sees FFO of $1.72-1.82 vs. $1.67 consensus.

1:58AM Boston Prpts beats by $0.11, beats on revs; guides Q2 FFO above consensus; guides FY09 FFO in-line (BXP) 48.49 : Reports Q1 (Mar) funds from operations of $1.36 per share, excluding non-recurring items, $0.11 better than the First Call consensus of $1.25; revenues rose 1.6% year/year to $377.5 mln vs the $365.9 mln consensus. Co issues upside guidance for Q2, sees FFO of $1.26-1.28 vs. $1.19 consensus. Co issues in-line guidance for FY09, sees FFO of $4.65-4.80 vs. $4.77 consensus.

1:46AM FMC Tech misses by $0.07, issues in-line FY09 EPS guidance (FTI) 35.94 : Reports Q1 (Mar) earnings of $0.56 per share, $0.07 worse than the First Call consensus of 0.63; revneues increased 1.2% year/year to $1.053 bln vs $1.087 bln First Call consensus. Energy Production Systems' operating profits were up 10% over the Q108. The total co backlog was $3.4 bln at the end of the quarter. Co issues in-line guidance for FY09, sees EPS of $2.40-2.50 vs $2.40 First Call consensus.

Earnings - 26th Feb 2009

5:53PM Public Storage beats by $0.21, misses on revs (PSA) 52.43 -1.60 : Reports Q4 (Dec) funds from operations of $1.49 per share, $0.21 better than the First Call consensus of $1.28; revenues rose 1.6% year/year to $333.1 mln vs the $415 mln consensus.

5:06PM Universal Health beats by $0.07, misses on revs; guides FY09 EPS above consensus, revs above consensus (UHS) 35.64 -3.20 : Reports Q4 (Dec) earnings of $0.87 per share, excluding non-recurring items, $0.07 better than the First Call consensus of $0.80; revenues rose 5.1% year/year to $1.24 bln vs the $1.26 bln consensus. Co issuesupside guidance for FY09, sees EPS of $4.00-4.15 vs. $3.86 consensus; sees FY09 revs of $5.34 bln vs. $5.33 bln consensus.

4:19PM SandRidge Energy beats by $0.05, misses on revs (SD) 6.58 +0.13 : Reports Q4 (Dec) earnings of $0.06 per share, excluding non-cash asset impairments and unrealized gains or losses on derivative contracts , $0.05 better than the First Call consensus of $0.01; revenues fell 7.0% year/year to $200.7 mln vs the $249.9 mln consensus.

4:18PM AthenaHealth beats by $0.02, beats on revs (ATHN) 34.17 -0.98 : Reports Q4 (Dec) earnings of $0.19 per share, excluding non-recurring items, $0.02 better than the First Call consensus of $0.17; revenues rose 46.8% year/year to $41.4 mln vs the $40.1 mln consensus.

4:14PM Human Genome beats by $0.07, beats on revs; guides FY09 revs above consensus (HGSI) 1.95 -0.08 : Reports Q4 (Dec) loss of $0.41 per share, $0.07 better thanthe First Call consensus of ($0.48); revenues rose 3.2% year/year to $12.9 mln vs the $12.3 mln consensus. Co issues upside guidance for FY09, sees FY09 revs of $250 mln vs. $223.37 mln consensus, with at least $150 mln from delivery of ABthrax to Strategic National Stockpile.

4:05PM Sourcefire beats by $0.13, beats on revs; guides Q1 EPS above consensus, revs above consensus (FIRE) 5.78 -0.19 : Reports Q4 (Dec) earnings of $0.13 per share,$0.13 better than the First Call consensus of ($0.00); revenues rose 33.2% year/year to $25.7 mln vs the $21.7 mln consensus. Co issues upside guidance for Q1, sees EPS of ($0.05)- ($0.01) vs. ($0.08) consensus; sees Q1 revs of $16.2-17.7 mln vs. $15.01 mln consensus.

4:04PM Deckers Outdoor beats by $0.10, beats on revs; guides FY09 EPS below consensus (DECK) 52.99 -2.39 : Reports Q4 (Dec) earnings of $4.05 per share, excluding non-recurring items, $0.10 better than the First Call consensus of $3.95; revenues rose 56.3% year/year to $303.5 mln vs the $299.3 mln consensus. Co issues downside guidancefor FY09, sees EPS of $7.27 to slightly down vs. $8.05 consensus. Co introduces FY09 revenue growth target of approximately 6% to 9% over 2008 (which equates to guidance of $730.8-751.5 mln vs $787 mln).

4:02PM InterMune misses by $0.11, misses on revs (ITMN) 15.38 -0.97 : Reports Q4 (Dec) loss of $0.83 per share, $0.11 worse than the First Call consensus of ($0.72); revenues fell 22.9% year/year to $7.4 mln vs the $7.6 mln consensus. Revenue for 2009, including Actimmune and anticipated milestone payments from Roche, is expected to be in a range of approximately $40-$50 mln. Actimmune revenue represents approx 50% of this revenue range.

8:34AM Smart Balance reports Q4 results, beats on revs (SMBL) 5.99 : Reports Q4 (Dec) loss of $0.04 per share, including items, may not compare to the First Call consensus of ($0.00); revenues rose 28.9% year/year to $65.6 mln vs the $63.9 mln consensus. Smart Balance's outlook for 2009 first half percentage growth versus 2008 in net sales is high teens to mid-twenties, with second quarter growth expected to be higher than first quarter growth. The company expects continued volume growth led by increased distribution and new products in spreads, peanut butter, cooking oil and popcorn, as well as expansion of its milk products. The food industry will likely experience uncertainty in 2009 around consumer reaction to the economy, potentially impacting the ability to generate trial of the Company's premium priced products by new consumers. Gross profit as a percent of net sales is expected to improve to 45%+ in 2009 as input costs are expected to be below the prior year.

8:34AM Frontier Oil misses by $0.09, misses on revs (FTO) 13.54 : Reports Q4 (Dec) earnings of $0.32 per share, excluding items, $0.09 worse than the First Call consensus of $0.41; revenues rose 2.2% year/year to $1.35 bln vs the $1.61 bln consensus. The fourth quarter 2008 results exclude an after-tax inventory loss of $245.1 million, or $2.38 per share, and an after-tax hedging gain of $115.6 million, or $1.12 per share.

8:33AM Ensco beats by $0.08, reports revs in-line (ESV) 24.40 : Reports Q4 (Dec) earnings of $2.14 per share, $0.08 better than the First Call consensus of $2.06; revenues rose 20.2% year/year to $622.1 mln vs the $616.1 mln consensus. Co says, "We expect to begin realizing the benefit of our significant deepwater investment starting in Q209... We are beginning to be impacted by lower oil and gas prices, tight credit markets and the global recession. There is no question that 2009 will be a challenging year and that jackup rigs, including some of our own, will be without contracts for some portion of the year."

7:47AM El Paso Pipline Partners beats by $0.03, beats on revs (EPB) 16.85 : Reports Q4 (Dec) earnings of $0.37 per share, $0.03 better than the First Call consensus of $0.34; revenues rose 29.2% year/year to $38.1 mln vs the $37.3 mln consensus. In 2009, the partnership expects to generate approximately $180 mln of distributable cash flow. This represents an increase of more than 20% over 2008, due to higher interests in its equity pipelines CIG and SNG, and recently completed expansion projects. The partnership expects to spend $64 mln in expansion capital, and $2 mln in maintenance capital.

7:17AM ANSYS beats by $0.06, misses on revs; guides Q1 EPS below consensus, revs below consensus; guides FY09 EPS in-line, revs below consensus (ANSS) 23.15 : Reports Q4 (Dec) earnings of $0.50 per share, $0.06 better than the First Call consensus of $0.44; revenues rose 28.9% year/year to $143.3 mln vs the $147.2 mln consensus. Co issues downside guidance for Q1, sees EPS of $0.33-$0.39 vs. $0.43 consensus; sees Q1 revs of $122-$135 vs. $145.65 mln consensus. Co issues mixed guidance for FY09, sees EPS of $1.54-$1.85 vs. $1.85 consensus; sees FY09 revs of $530-$590 mln vs. $611.53 mln consensus.

7:02AM Natus Medical beats by $0.01, reports revs in-line; reaffirms guidance (BABY)8.08 : Reports Q4 (Dec) earnings of $0.22 per share, $0.01 better than the First Call consensus of $0.21; revenues rose 26.8% year/year to $43.4 mln vs the $43.5 mln consensus. Co reaffirms guidance for Q1, sees EPS of $0.06-0.08 vs. $0.08 consensus; sees Q1 revs of $37-38 mln vs. $37.41 mln consensus. Co reaffirms guidance for FY09, sees EPS of $0.57-0.61 vs. $0.58 consensus; sees FY09 revs of $166-170 vs. $166.61 mln consensus.

6:35AM Dean Foods increases Q1 guidance above consensus; sees FY09 EPS of at least $1.55 vs $1.56 consensus (DF) 20.51 : Co announces it is hosting an investor meeting today to outline the core strategies that will drive performance over the coming years. Over the next three to five years, Dean Foods management plans to execute against specific plans to drive cost reductions across the business, targeting $300 million in cost savings. The first area of focus is lowering conversion costs across the manufacturing network of over a hundred plants. The second improvement area is extending its low cost position by optimizing its supply chain network. The third area of focus is in driving distribution efficiency across the DSD Dairy's network of over 5,800 company-owned delivery routes. The fourth area of opportunity to drive savings across Dean is standardizing and simplifying its product portfolio to reduce complexity and achieve scale-based procurement savings. The co increased its Q1 guidance for adjusted diluted EPS to at least $0.41 per share (vs $0.40 consensus), from its prior guidance for at least $0.38 per adjusted diluted share. Additionally, the co's full year expectations have also increased, with mgmt now expecting adjusted earnings to reach at least $1.55 (vs $1.56 consensus), representing full year growth of at least 19% from the $1.30 posted in 2008.

6:32AM Sanderson Farms beats by $0.04, beats on revs (SAFM) 28.25 : Reports Q1 (Jan) loss of $0.33 per share, $0.04 better than the First Call consensus of ($0.37); revenues rose 7.3% year/year to $388.9 mln vs the $368.4 mln consensus. Co said, "We do not expect demand to improve until the economy gains some traction and consumers resume spending and dining out again... We will continue to manage our operations as efficiently as possible through this cycle and we do not plan to return to full production until we see an improvement in market conditions. However, we do expect that our feed costs will be lower this year as grain prices are also being affected by the economy and reduced demand".

6:18AM Pioneer Drilling misses by $0.02, beats on revs (PDC) 4.15 : Reports Q4 (Dec) earnings of $0.37 per share, $0.02 worse than the First Call consensus of $0.39; revenues rose 63.2% year/year to $170.7 mln vs the $161.7 mln consensus.

6:11AM Southern Union beats by $0.03, beats on revs; guides FY09 EPS above consensus (SUG) 12.37 : Reports Q4 (Dec) earnings of $0.47 per share, $0.03 better thanthe First Call consensus of $0.44; revenues rose 75.3% year/year to $727.1 mln vs the $691.9 mln consensus. Co issues upside guidance for FY09, sees EPS of $1.75-1.90, excluding non-recurring items, vs. $1.70 consensus.

Earnings - 31st July 2008 (1)

7:04AM CONSOL Energy reports Q2 (Jun) results, beats on revs (CNX) 88.50 : Reports Q2 (Jun) earnings of $0.54 per share, may not be comparable to the First Call consensus of $0.80; revenues rose 14.2% year/year to $1.21 bln vs the $1.16 bln consensus. Total revenue and other income for the second quarter 2008 was adversely impacted by an $11 million loss on mark-to-market adjustments for three free standing coal sales options that will reverse as coal is purchased under these options or as the options expire. Net income for the second quarter 2008 was down 34 percent compared with the same period a year earlier due to an asset sale and an asset exchange in the second quarter of 2007 that totaled $100 million in pretax income and approximately $59 million in net income which was recognized in last year's second quarter.

7:04AM Wyndham Wldwide beats by $0.06, misses on revs; issues Q3 EPS in-line, FY08 EPS in-line, revs below consensus (WYN) 17.48 : Reports Q2 (Jun) earnings of $0.53 per share, excluding non-recurring items, $0.06 better than the First Call consensus of $0.47; revenues rose 2.9% year/year to $1.13 bln vs the $1.18 bln consensus. Co issues in-line guidance for Q3 (Sep), sees EPS of $0.80-0.82 vs. $0.80 consensus. Co issues mixed guidance for FY08, sees EPS of $2.18-2.32 vs $2.22 consensus; sees revenue of $4.53-$4.63 bln vs $4.76 bln consensus.

7:03AM Enbridge beats by $0.03; guides FY08 EPS in-line (ENB) 42.90 : Reports Q2 (Jun) earnings of $0.42 per share, $0.03 better than the First Call consensus of $0.39. Co issues in-line guidance for FY08, sees EPS of $1.85 to $1.95 vs. $1.86 consensus. "This performance causes us to increase our previously communicated 2008 guidance range from $1.80 to $1.90... and leaves us well positioned to meet our medium-term target of 10% average annual earnings per share growth over the 2008 to 2011 period."

7:03AM Natus Medical beats by $0.01, beats on revs; guides Q3 EPS below consensus, revs above consensus; raises FY08 guidance (BABY) 23.00 : Reports Q2 (Jun) earnings of $0.15 per share, $0.01 better than the First Call consensus of $0.14; revenues rose 41.0% year/year to $39.9 mln vs the $38.8 mln consensus. Co issues mixed guidance for Q3 (Dec), sees EPS of $0.17-0.18 vs. $0.19 consensus; sees Q3 (Dec) revs of $42.2-43.2 mln vs. $41.54 mln consensus. Co raises guidance for FY08, sees EPS of $0.68-0.71, up from $0.68-0.70 prior guidance, vs. $0.69 consensus; sees FY08 revs of $166-169 mln, up from $163-164 mln vs. $163.92 mln consensus.

7:00AM Intl Paper beats by $0.17, reports revs in-line (IP) 24.32 : Reports Q2 (Jun) earnings of $0.56 per share, excluding non-recurring items, $0.17 better than the First Call consensus of $0.39; revenues rose 9.8% year/year to $5.81 bln vs the $5.81 bln consensus.

7:00AM Altria beats by $0.01, beats on revs; reaffirms FY08 EPS guidance (MO) 21.70 : Reports Q2 (Jun) earnings of $0.46 per share, excluding non-recurring items, $0.01 better than the First Call consensus of $0.45; revenues rose 4.0% year/year to $5.05 bln. Co reaffirms guidance for FY08, sees EPS of $1.63-1.67 vs. $1.67 consensus.

6:58AM American Electric beats by $0.02, beats on revs; reaffirms FY08 EPS guidance (AEP) 40.15 : Reports Q2 (Jun) earnings of $0.70 per share, excluding non-recurring items, $0.02 better than the First Call consensus of $0.68; revenues rose 12.9% year/year to $3.5 bln vs the $3.2 bln consensus. Co reaffirms guidance for FY08, sees EPS of $3.10-3.30 vs. $3.21 consensus.
6:45AM Freeseas misses by $0.01, reports revs in-line (FREE) 6.05 : Reports Q2 (Jun) earnings of $0.20 per share, $0.01 worse than the First Call consensus of $0.21; revenues rose 324.4% year/year to $15.1 mln vs the $15.2 mln consensus.

6:34AM Chart Indust beats by $0.17, beats on revs; guides FY08 EPS above consensus, revs in-line (GTLS) 49.93 : Reports Q2 (Jun) earnings of $0.76 per share, $0.17 better than the First Call consensus of $0.59; revenues rose 18.0% year/year to $197.8 mln vs the $193.5 mln consensus. Co issues guides for FY08, sees EPS of $2.55-2.65 vs. $2.44 consensus; sees FY08 revs of $770-800 mln vs. $773.10 mln consensus.

6:34AM Gentiva Health Svcs beats by $0.09, beats on revs; raises FY08 guidance (GTIV) 22.41 : Reports Q2 (Jun) earnings of $0.41 per share, $0.09 better than the First Call consensus of $0.32; revenues rose 12.7% year/year to $346.2 mln vs the $329.1 mln consensus. Co issues upside guidance for FY08, sees EPS of $1.36-1.43, excluding non-recurring items, compared to previous guidance of $1.32-1.40, vs. $1.32 consensus; sees FY08 revs of $1.32-1.35 bln, compared to previous guidance of $1.28-1.32 bln, vs. $1.32 bln consensus.

6:32AM Magellan Health beats by $0.07, beats on revs; sees Y08 EPS in upper half of previous guidance; announces buyback (MGLN) 37.76 : Reports Q2 (Jun) earnings of $0.54 per share, $0.07 better than the First Call consensus of $0.47; revenues rose 45.0% year/year to $656.9 mln vs the $647.9 mln consensus. Co reaffirms guidance for FY08, sees EPS in the upper half of previous guidance of $1.73-2.17, excluding non-recurring items, vs. $1.98 consensus. Co's Baord of Directors authorizes $200 mln share repurchase program.

6:16AM Dawson Geophys. beats by $0.14, beats on revs (DWSN) 54.30 : Reports Q3 (Jun) earnings of $1.27 per share, $0.14 better than the First Call consensus of $1.13; revenues rose 23.2% year/year to $84.6 mln vs the $82.7 mln consensus.

6:09AM Hornbeck Offshore misses by $0.01, misses on revs; guides FY08 EPS in-line (HOS) 50.32 : Reports Q2 (Jun) earnings of $0.94 per share, $0.01 worse than the First Call consensus of $0.95; revenues rose 39.2% year/year to $104.5 mln vs the $106.9 mln consensus. Co issues in-line guidance for FY08, sees EPS of $3.72-4.20 vs. $3.98 consensus. Co reaffirms Ebitda guidance for FY08 to range between $220.0-$240.0 mln.

6:04AM Tyco beats by $0.21, beats on revs; guides FY08 EPS above consensus (TYC) 42.51 : Reports Q3 (Jun) earnings of $0.88 per share, excluding non-recurring items, $0.21 better than the First Call consensus of $0.67; revenues rose 10.9% year/year to $5.21 bln vs the $5.15 bln consensus. Co issues upside guidance for FY08, sees EPS of $2.97-2.99 vs. $2.76 consensus.

6:01AM Aetna beats by $0.01, reports revs in-line; reaffirms FY08 EPS guidance (AET) 40.32 : Reports Q2 (Jun) earnings of $0.94 per share, $0.01 better than the First Call consensus of $0.93; revenues rose 15.2% year/year to $7.83 bln vs the $7.87 bln consensus. Co reaffirms guidance for FY08, sees EPS of $4.00 vs. $4.01 consensus.

5:52AM LKQ Corp beats by $0.04, beats on revs; guides FY08 EPS above consensus (LKQX) 17.81 : Reports Q2 (Jun) earnings of $0.22 per share, $0.04 better than the First Call consensus of $0.18; revenues rose 107.6% year/year to $484.4 mln vs the $466.1 mln consensus. Co issues upside guidance for FY08, sees EPS of $0.85-0.88, excluding restructuring expenses, vs. $0.78 consensus.

1:24AM CGGVeritas reports Q208 results (CGV) 37.03 : Reports Q2 (Jun) earnings of $0.56 per share, in-line with the First Call consensus of $0.56; revenues increased 14% year/year to $874.0 mln vs the $868.77 mln consensus.

12:57AM Buenaventura SA misses by $0.11, reports revs in-line (BVN) 27.61 : Reports Q2 (Jun) earnings of $0.48 per share, excluding non-recurring items, $0.11 worse than the First Call consensus of $0.59; revenues rose 15.2% year/year to $216.4 mln vs the $217.1 mln consensus.

12:47AM Hologic beats by $0.04, misses on revs; guides Q4 revs below consensus; guides FY08 EPS above consensus, revs in-line (HOLX) 22.85 : Reports Q3 (Jun) earnings of $0.33 per share, excluding non-recurring items, $0.04 better than the First Call consensus of $0.29; revenues rose 124.3% year/year to $429.5 mln vs the $435.8 mln consensus. Co issues downside guidance for Q4, sees Q4 revs of $438.0-439.0 mln vs. $452.56 mln consensus. Co issues mixed guidance for FY08, sees EPS of $1.18, includes dilutive effect of Third Wave, vs. $1.15 consensus; sees FY08 revs of $1.67 bln vs. $1.69 bln consensus.