Earnings - 7th May 2009 (1)

8:31AM Goldcorp beats by $0.10, beats on revs (GG) 30.33 : Reports Q1 (Mar) earnings of $0.23 per share, $0.10 better than the First Call consensus of $0.13; revenues fell 0.3% year/year to $624.8 mln vs the $494.3 mln consensus.

8:06AM Rowan Cos beats by $0.20, misses on revs (RDC) 18.28 : Reports Q1 (Mar) earnings of $1.14 per share, excluding a $0.02 gain on asset disposals, $0.20 better thanthe First Call consensus of $0.94; revenues rose 1.9% year/year to $494.8 mln vs the $517.9 mln consensus. Co says, "We are very pleased with the strong performance of both our drilling and manufacturing operations in the first quarter of 2009, particularly in the area of cost reduction. This is an area of considerable focus for Rowan, especially as weakening demand for drilling services and equipment continues to put downward pressure on our revenues."

7:49AM Perrigo beats by $0.05, misses on revs; guides FY09 EPS above consensus (PRGO) 25.14 : Reports Q3 (Mar) earnings of $0.50 per share, excluding non-recurring items,$0.05 better than the First Call consensus of $0.45; revenues rose 5.3% year/year to $505.9 mln vs the $527.2 mln consensus. Co issues upside guidance for FY09, sees EPS of $1.80-1.90, excluding non-recurring items, vs. $1.77 consensus, up from previous guidance of $1.75-1.90.

7:37AM Suburban Propane beats by $0.58, misses on revs (SPH) 39.48 : Reports Q2 (Mar) earnings of $3.50 per share, $0.58 better than the First Call consensus of $2.92; revenues fell 24.2% year/year to $445.2 mln vs the $490.4 mln consensus.

7:36AM Alliant Tech beats by $0.17, beats on revs; guides FY10 EPS above consensus, revs above consensus (ATK) 82.64 : Reports Q4 (Mar) earnings of $2.28 per share, excluding non-recurring items, $0.17 better than the First Call consensus of $2.11; revenues rose 11.3% year/year to $1.26 bln vs the $1.19 bln consensus. Co issues upside guidance for FY10, sees EPS of $8.05-8.25 vs. $7.72 consensus; sees FY10 revs of $4.73-4.80 bln vs. $4.66 bln consensus.

7:23AM Linn Energy beats by $0.09, beats on revs (LINE) 16.39 : Reports Q1 (Mar) earnings of $0.48 per share, excluding non-recurring items, $0.09 better than the First Call consensus of $0.39; revenues rose 19.2% year/year to $203.9 mln vs the $170.8 mln consensus.

7:18AM Cameron beats by $0.02, misses on revs; guides Q2 EPS in-line; guides FY09 EPS above consensus (CAM) 28.19 : Reports Q1 (Mar) earnings of $0.59 per share, $0.02 better than the First Call consensus of $0.57; revenues fell 6.1% year/year to $1.26 bln vs the $1.36 bln consensus. Co issues in-line guidance for Q2, sees EPS of $0.45-$0.48 vs. $0.45 consensus. Co issues upside guidance for FY09, sees EPS of $1.85-$2.00 vs. $1.76 consensus, vs prior guidance of $1.75-$2.00. "The improvement in the lower end of our guidance reflects our expectation that we will continue to efficiently execute on delivery of projects in backlog, as well as an anticipated improvement in our tax rate for the balance of the year."

7:11AM Teradata beats by $0.12, beats on revs (TDC) 18.83 : Reports Q1 (Mar) earnings of $0.26 per share, $0.12 better than the First Call consensus of $0.14; revenues fell 2.1% year/year to $367 mln vs the $345.1 mln consensus. Gross margin in the first quarter was 54.5% vs 51.7% in the first quarter of 2008. Gross margin in the first quarter increased 280 bps, with both product and services gross margins improving from the prior year period.

7:10AM Holly beats by $0.14, beats on revs (HOC) 25.82 : Reports Q1 (Mar) earnings of $0.44 per share, $0.14 better than the First Call consensus of $0.30; revenues fell 56.0% year/year to $650.8 mln vs the $590.5 mln consensus.

7:09AM Corrections Corp beats by $0.03, reports revs in-line; guides Q2 EPS in-line; guides FY09 EPS above consensus (CXW) 14.14 : Reports Q1 (Mar) earnings of $0.29 per share, $0.03 better than the First Call consensus of $0.26; revenues rose 6.5% year/year to $404.2 mln vs the $402.7 mln consensus. Co issues in-line guidance for Q2, sees EPS of $0.26-0.28 vs. $0.28 consensus. Co issues upside guidance for FY09, sees EPS of $1.17-1.25 vs. $1.16 consensus. "Many states are nearing completion of their fiscal year 2010 budgets, which begin July 1, 2009. The federal fiscal stimulus bill passed during the first quarter of 2009 provides significant funds to states over several years, which will assist them in balancing their budgets. However, uncertainty remains regarding the magnitude of the recession and the potential impacts on state budgets going forward."

7:03AM Aecom Tech reports EPS in-line, misses on revs; reaffirms FY09 EPS in-line (ACM) 28.24 : Reports Q2 (Mar) earnings of $0.40 per share, in-line with the First Call consensus of $0.40; revenues rose 28.7% year/year to $1.5 bln vs the $1.57 bln consensus. Co reaffrims in-line guidance for FY09, sees EPS of $1.60-1.70 vs. $1.67 consensus. Co announces backlog totaling $9.2 bln at March 31, 2009, a 30% increase year over year.

6:13AM Continental Resources misses by $0.03, misses on revs (CLR) 29.96 : Reports Q1 (Mar) loss of $0.03 per share, excluding non-recurring items, $0.03 worse than the First Call consensus of ($0.00); revenues fell 57.6% year/year to $96.6 mln vs the $112.2 mln consensus.

6:09AM Pioneer Drilling beats by $0.03, misses on revs (PDC) 5.66 : Reports Q1 (Mar) earnings of $0.01 per share, $0.03 better than the First Call consensus of ($0.02); revenues fell 11.1% year/year to $100.8 mln vs the $102.4 mln consensus. Co says, "It seems clear that the current downturn is the worst this industry has faced in decades, and while we do not know when conditions will improve, we have begun to see signs that utilization rate declines are slowing and that we may be approaching a bottom. Accordingly, in this challenging environment, we are continuing to reduce costs, although certain costs are fixed and can't be reduced at the same pace as revenue."

6:07AM Lamar Advertising beats by $0.06, beats on revs; guides Q2 revs in-line (LAMR) 18.50 : Reports Q1 (Mar) loss of $0.23 per share, $0.06 better than the First Call consensus of ($0.29); revenues fell 12.6% year/year to $247.2 mln vs the $243.9 mln consensus. Co issues in-line guidance for Q2, sees Q2 revs of approx $275 mln vs. $276.02 mln consensus.

6:05AM SXC Health Solutions beats by $0.21, misses on revs; guides FY09 EPS above consensus, revs in-line (SXCI) 19.94 : Reports Q1 (Mar) earnings of $0.38 per share, excluding non-recurring items, $0.21 better than the First Call consensus of $0.17; revenues rose 1096.4% year/year to $291 mln vs the $306.5 mln consensus. Co issues mixed guidance for FY09, sees EPS of $1.13-1.21 (previous $0.99-1.08), excluding non-recurring items, vs. $0.83 consensus; sees FY09 revs of $1.25-1.35 bln (previous $1.2-1.3 bln) vs. $1.25 bln consensus.

6:02AM MetroPCS beats by $0.03, misses on revs; reaffirms (PCS) 18.44 : Reports Q1 (Mar) earnings of $0.12 per share, $0.03 better than the First Call consensus of $0.09; revenues rose 20.1% year/year to $795 mln vs the $818.5 mln consensus. Co reports Q1 consolidated net subscriber additions of approximately 684k. Co reaffirms guidance originally provided on November 5, 2008 that MetroPCS expected net subscriber additions in the range of 1.4 million to 1.7 million on a consolidated basis. The Company currently expects Consolidated Adjusted EBITDA to be in the range of $900 million to $1.1 billion for the year ending December 31, 2009.

5:13AM GMX Resources beats by $0.11, beats on revenue (GMXR) 16.94 : Reports Q1 (Mar) earnings of $0.06 per share, excludes items, $0.11 better than the First Call consensus of ($0.05); revenues declined 16.1% year/year to $22.83 mln vs the $19.31 mln consensus. GMXR produced 3.2 Bcfe in Q1 2009 as compared to 2.9 Bcfe in Q1 2008, a 10% increase. Sequentially production was down 3% from Q4 2008 to Q1 2009. The production decrease was attributable to the co's decision to switch from primarily drilling the Cotton Valley Sands to exclusively drilling the Haynesville/Bossier Shale. This transition is complete and production guidance for Q2 is 3.2 Bcfe and 14.9 Bcfe for all of 2009.

2:40AM ATP Oil & Gas beats by $0.40, misses on revs (ATPG) 8.84 : Reports Q1 (Mar) earnings of $0.05 per share, $0.40 better than the First Call consensus of ($0.35); revenues fell 63.9% year/year to $81.9 mln vs the $91.8 mln consensus. Oil and gas production for Q109 was 1.7 MMBoe (10.0 Bcfe) compared to 3.6 MMBoe (21.6 Bcfe) for Q108. Oil production was 0.9 MMBbls (55% of total production) and natural gas production was 4.5 Bcf for Q109, compared to 1.6 MMBbls (45% of total production) and 11.8 Bcfe for Q108.

2:06AM Kendle beats by $0.17, beats on revs (KNDL) 9.61 : Reports Q1 (Mar) earnings of $0.47 per share, excluding non-recurring items, $0.17 better than the First Call consensus of $0.30; revenues fell 5.3% year/year to $108.1 mln vs the $103.4 mln consensus. Co expects to take a one-time charge in Q209 for severance-related and other expenses in the range of $3.5-4.5 mln. Co anticipates these initiatives will generate savings of between $17.5-22.5 mln in 2H09.

1:39AM Tenaris misses by $0.06, misses on revs (TS) 28.07 : Reports Q1 (Mar) earnings of $0.62 per share, $0.06 worse than the First Call consensus of $0.68; revenues fell 6.7% year/year to $2.45 bln vs the $2.5 bln consensus. Net sales of tubular products and services decreased 3% to $2,105.8 mln in Q109, compared to $2,170.7 mln in Q108, as a 29% decrease in sales volume was largely offset by higher average selling prices. In North America, although shipments in Mexico remained stable, in the USA and Canada they were affected by the decline in drilling activity and the extraordinarily high levels of inventories mainly driven by Chinese OCTG imports. Sales in South America increased as higher average selling prices more than offset a decline in volumes sold. In Europe, sales were affected by continuing imports from China which are causing injury to the European pipe industry, a sharp decline in industrial activity, lower demand from distributors serving the process plant sector and lower sales of OCTG products.

Earnings - 10th Feb 2009

5:02PM Hanger Orthopedic beats by $0.03, beats on revs; guides FY09 EPS in-line, revs in-line (HGR) 13.61 +0.04 : Reports Q4 (Dec) earnings of $0.26 per share, excluding non-recurring items, $0.03 better than the First Call consensus of $0.23; revenues rose 8.6% year/year to $185.5 mln vs the $179.9 mln consensus. Co issues in-line guidance for FY09, sees EPS of $0.96-0.98, excluding non-recurring items, vs. $0.97 consensus; sees FY09 revs of $750-760 mln vs. $756.50 mln consensus.

4:38PM CF Industries beats by $1.76, beats on revs (CF) 53.60 +0.16 : Reports Q4 (Dec) earnings of $3.87 per share, excluding a $0.70 non-recurring charge and $0.42 gain, $1.76 better than the First Call consensus of $2.11; revenues rose 25.5% year/year to $1.07 bln vs the $0.89 bln consensus. Nitrogen segment net sales totaled $705.6 mln, up 12% from $630.7 mln in Q4 2007. Volume for the 2008 Q4 was 1.48 mln tons, down substantially from 1.93 mln tons in the year-earlier quarter. Average selling prices for the segment's nitrogen products were significantly higher than in Q4 2007. For ammonia, the average selling price was $653 per ton, up from $410 in Q4 2007 and $571 in 2008's Q3. For urea, the price was $480 per ton, up from $357 in the year-earlier quarter but down from $596 in third quarter 2008. For urea ammonium nitrate (UAN) solution, the price was $352 per ton, up from $239 in Q4 2007 and from $339 in Q3 2008. The phosphate segment's net sales were $366.4 mln, a 65% increase from fourth quarter 2007 levels. Volume was 404,000 tons, down 23% from 526,000 tons in the year-earlier quarter. Average selling prices for phosphate products were more than twice Q4 2007 levels, reflecting the strong price increases seen throughout much of 2008. For diammonium phosphate (DAP), the price was $906 per ton, up from $420 per ton in the year-earlier quarter but down modestly from $943 per ton in Q3 2008. For monoammonium phosphate (MAP), the average selling price was $903 per ton, compared to $431 per ton in Q4 2007 and up from $771 per ton in 2008's third quarter. Co says, "Long-term fundamentals remain strong, but high inventories in the fertilizer supply chain and uncertainty over crop acreage could negatively affect performance heading into the spring planting season."

4:13PM NetSuite beats by $0.02, reports revs in-line (N) 7.91 +0.02 : Reports Q4 (Dec) earnings of $0.01 per share, excluding non-recurring items, $0.02 better than the First Call consensus of ($0.01); revenues rose 30.5% year/year to $41.4 mln vs the $41.6 mln consensus. Co said, "I'm delighted that NetSuite delivered one of our best quarters to date in what has been a very difficult economic environment. I am especially excited that we posted the first non-GAAP profitable quarter in the Company's history even against the headwinds of global economic challenges".

4:10PM V.F. Corp beats by $0.03, misses on revs; guides Q1 EPS below consensus (VFC) 54.34 -2.73 : Reports Q4 (Dec) earnings of $1.05 per share, excluding non-recurring items, $0.03 better than the First Call consensus of $1.02; revenues fell 2.1% year/year to $1.89 bln vs the $1.92 bln consensus. Co issues downside guidance for Q1, sees EPS of $1.10-1.15, excluding non-recurring items, vs. $1.23 consensus. Co issues guidance for FY09, sees EPS of $5.42, includes charges, may not be comparable to $5.55 consensus. Co anticipate a low to mid single digit decline in revenues, with a 3 to 4% negative impact from foreign currency translation. Co says, "The first quarter is expected to be especially challenging, with revenues expected to be down by 5 to 7%, with a 4% impact from foreign currency translation."

4:05PM Cerner beats by $0.04, beats on revs; guides Q1 EPS in-line, revs in-line; guides FY09 EPS in-line, revs in-line (CERN) 36.13 -0.49 : Reports Q4 (Dec) earnings of $0.65 per share, excluding non-recurring items, $0.04 better than the First Call consensus of $0.61; revenues rose 18.1% year/year to $465.7 mln vs the $444.9 mln consensus. Co issuesin-line guidance for Q1, sees EPS of $0.48-0.54, excluding non-recurring items, vs. $0.54 consensus; sees Q1 revs of $410-430 mln vs. $424.29 mln consensus. Co issues in-line guidance for FY09, sees EPS of $2.40-2.50, excluding non-recurring items, vs. $2.48 consensus; sees FY09 revs of $1.75-1.80 bln vs. $1.79 bln consensus. Co said, "The large size and geographic diversity of our client base and the deep strategic relationships with those clients contributed to our ability to deliver solid results in a difficult environment. Cerner also benefits from a depth and breadth of solutions and services that help healthcare providers address the increasing complexity of delivering safe, efficient, and high-quality care. As a result, while the financial crisis may continue to have some impact on healthcare, we are cautiously optimistic that we will continue to generate solid results. In addition, with the Obama administration focused on healthcare reform and recognizing healthcare IT as a necessary component of reform, Cerner is well positioned to play a role in the transformation of healthcare envisioned in those initiatives".

8:05AM Monsanto reaffirms FY09 EPS of $4.40-$4.50 vs $4.69 First Call consensus; includes EPS growth in Q2 and Q3 to be in the 10-12% range (MON) : Co issuesreaffirms guidance for FY09, sees EPS of $4.40-$4.50 vs $4.69 First Call consensus. This includes expectations for EPS growth in Q2 and Q3 to both be in the 10-12% range. Co states, "The determined focus of Monsanto to successfully execute its industry-leading seeds and traits strategy is the key to helping the company achieve 20 percent-plus earnings growth and generate more than $1.8 bln in free cash for fiscal 2009. It also will more than offset any anticipated decline in the company's Roundup herbicide business over the next three years and move the company closer to reaching its goal of more than doubling its fiscal 2007 gross profit by 2012... The anticipated ongoing success of the company's seeds and traits businesses will more than offset the expected decline in its Roundup herbicide business to the $1.9 billion gross profit level by 2012... 2009 will likely be the peak of Roundup profitability, which is expected to be in the $2.4-$2.5 bln gross profit range as he expects current pricing based on added value to more than offset volume declines...'

7:38AM Terra Industries reports Q4 (Dec) results, beats on revs (TRA) 23.23 : Reports Q4 (Dec) earnings of $1.65 per share, including charges and gains, may not be comparable to the First Call consensus of $0.92; revenues rose 20.1% year/year to $683.5 mln vs the $544 mln consensus. Terra's forward purchase contracts at Dec. 31, 2008, fixed prices for about 29% of its next 12 months' natural gas needs at about $65.8 mln above the published forward market prices at that date. These forward positions hedge production costs primarily associated with product that Terra has sold and plans to ship in the 2009 first and second quarters. During the 2008 fourth quarter, Terra repurchased approximately 2.8 mln of its common shares under its share buyback program at an average price of $17.82 per share and a total cost of $50 mln. Co says, "Fundamentals appear to be improving for spring. Looking further ahead, if indeed planted corn acres are reduced this spring, it will likely cause corn inventories to slip lower, creating a stronger outlook for the 2009 second half and 2010 first half."

7:02AM Hercules Offshore beats by $0.16, beats on revs (HERO) 3.75 : Reports Q4 (Dec) earnings of $0.42 per share, excluding items, $0.16 better than the First Call consensus of $0.26; revenues rose 28.4% year/year to $313.5 mln vs the $299.2 mln consensus. "We have continued to experience a rapid decline in demand for our domestic drilling rigs due to the combined effects of the sharp decline in commodity prices, the reduced availability of credit in the wake of the global financial crisis, and the weak outlook for energy consumption over at least the short-term. We have responded aggressively by stacking a number of inland and domestic rigs. We have also reduced our overhead and operating costs in a focused and meaningful way. We will continue to be vigilant in managing our cost structure during this cyclical downturn. With the reduced level of activity, and other factors, we have also recognized a significant impairment charge to our goodwill and long-lived assets. These non-cash charges largely reflect the cyclical nature of our drilling related segments and take into account the significant decline in our equity market capitalization."

7:01AM Aecom Tech reports EPS in-line, misses on revs; guides FY09 EPS in-line (ACM) 27.30 : Reports Q1 (Dec) earnings of $0.38 per share, in-line with the First Call consensus of $0.38; revenues rose 34.6% year/year to $1.45 bln vs the $1.58 bln consensus. Co issues in-line guidance for FY09, sees EPS of $1.60-1.70 vs. $1.67 consensus.

3:14AM Skilled Healthcare beats by $0.01, reports revs in-line; guides FY09 EPS above consensus, revs above consensus (SKH) 8.78 : Reports Q4 (Dec) earnings of $0.28 per share, $0.01 better than the First Call consensus of $0.27; revenues rose 7.0% year/year to $189.8 mln vs the $191.1 mln consensus. Co issues upside guidance for FY09, sees EPS of $1.08-1.14 vs. $1.08 consensus; sees FY09 revs of $792.0-802.0 mln vs. $785.94 mln consensus.

1:10AM Vulcan Materials misses by $0.16, misses on revs (VMC) 49.29 : Reports Q4 (Dec) earnings of $0.14 per share, excluding non-recurring items, $0.16 worse than the First Call consensus of $0.30; revenues fell 6.3% year/year to $756.5 mln vs the $834.1 mln consensus. Asphalt earnings in Q4 were lower due mostly to lower sales volume. The average selling price for asphalt mix increased 27% from Q407, more than offsetting higher unit costs for raw materials. The average unit cost for purchased liquid asphalt increased 68% from Q407. The increase in the unit cost for liquid asphalt reduced net earnings by approx $0.12 per diluted share. Concrete earnings decreased from Q407 due to weaker demand and higher costs for key raw materials. Cement earnings were higher than Q407 due to the inclusion of the Florida Rock operations for the entire period in the current year. Full year aggregates pricing is expected to increase 6-8% from Q407. Full year aggregates shipments are expected to decline 5-10% from 2008 levels, excluding any incremental demand from the economic stimulus bill. The average selling price for asphalt mix in 2009 should increase from 2008 as lower-priced sales orders in the backlog are replaced with more recent higher-priced orders.Co expects capital spending in FY09 to be approx $200 mln, down from $401 mln spent in FY08.

Earnings - 7th Aug 2008 (1)

7:06AM Aecom Tech beats by $0.02, beats on revs; raises Y08 guidance (ACM) 28.82 : Reports Q3 (Jun) earnings of $0.37 per share, $0.02 better than the First Call consensus of $0.35; revenues rose 20.0% year/year to $1.32 bln vs the $1.24 bln consensus. Co raises guidance for FY08, sees EPS of $1.34-1.37, compared to previous guidance of $1.30-1.34, vs. $1.35 consensus.

7:05AM Linn Energy beats by $0.13, beats on revs (LINE) 19.50 : Reports Q2 (Jun) earnings of $0.70 per share, $0.13 better than the First Call consensus of $0.57; revenues rose 45.3% year/year to $255.5 mln vs the $230.1 mln consensus. The co also announced it took advantage of the increase in crude oil prices by locking in these gains in the form of put strike increases. The Company increased the weighted average put strike price from $72.13 to $120.00 per barrel in 2009 and from $70.56 to $110.00 per barrel in 2010 for a total cost of $60.6 mln

7:05AM Sally Beauty beats by $0.03, beats on revs (SBH) 7.62 : Reports Q3 (Jun) earnings of $0.13 per share, excluding non-recurring items, $0.03 better than the First Call consensus of $0.10; revenues rose 6.5% year/year to $676.3 mln vs the $669.2 mln consensus.

7:02AM Western Refining misses by $0.04 (WNR) 7.28 : Reports Q2 (Jun) earnings of $0.24 per share, excluding non-cash charge, $0.04 worse than the First Call consensus of $0.28.

7:01AM King Pharms misses by $0.02, reports revs in-line (KG) 12.25 : Reports Q2 (Jun) earnings of $0.30 per share, excluding non-recurring items, $0.02 worse than the First Call consensus of $0.32; revenues fell 26.9% year/year to $397 mln vs the $397.3 mln consensus.

6:40AM Fluor awarded two Valero hydrocracker projects totaling $1.2 bln (FLR) 76.70 : Co announces it signed contracts with Valero Energy to provide engineering, procurement, construction and construction management services for its Unified Hydrocracker Program projects at its St. Charles, La., and Port Arthur, Texas refineries. The contracts for the HCU Program expansion projects totaling $1.2 billion were booked in the second quarter of 2008.

6:34AM Warner Music Group beats by $0.12, beats on revs (WMG) 8.44 : Reports Q3 (Jun) loss of $0.06 per share, $0.12 better than the First Call consensus of ($0.18); revenues rose 5.5% year/year to $848 mln vs the $769 mln consensus.

6:33AM Carrizo Oil & Gas beats by $0.01, beats on revs (CRZO) 47.14 : Reports Q2 (Jun) earnings of $0.62 per share, excluding non-recurring items, $0.01 better than the First Call consensus of $0.61; revenues rose 97.0% year/year to $64.8 mln vs the $62.1 mln consensus.

6:30AM Urban Outfitters Q2 comp sales increase 13% (URBN) 32.60 : Co reports total co sales increased by 30% over the same period last year to $454.3 mln. Comparable store sales at Anthropologie, Free People and Urban Outfitters rose 7%, 10% and 19%, respectively, for a combined increase of 13%.

6:22AM Kaiser Alum misses by $0.02, misses on revs (KALU) 50.62 : Reports Q2 (Jun) earnings of $1.12 per share, $0.02 worse than the First Call consensus of $1.14; revenues rose 7.4% year/year to $413.5 mln vs the $426.7 mln consensus.

6:11AM Superior Well Services beats by $0.14, beats on revs (SWSI) 28.79 : Reports Q2 (Jun) earnings of $0.41 per share, $0.14 better than the First Call consensus of $0.27; revenues rose 41.2% year/year to $119.7 mln vs the $103 mln consensus.

6:10AM Pioneer Drilling beats by $0.09, beats on revs (PDC) 14.78 : Reports Q2 (Jun) earnings of $0.38 per share, $0.09 better than the First Call consensus of $0.29; revenues rose 34.5% year/year to $152.5 mln vs the $147 mln consensus.

6:06AM MetroPCS reports EPS in-line, revs in-line (PCS) 17.70 : Reports Q2 (Jun) earnings of $0.17 per share, excluding impairment charge, in-line with the First Call consensus of $0.17; revenues rose 23.2% year/year to $678.8 mln vs the $679.1 mln consensus. Co reports quarterly net subscriber additions of approx 184,000. Churn of 4.5% was down 30 bps y/y. For the year ending December 31, 2008, co reaffirms guidance originally provided on November 14, 2007, of net subscriber additions in the range of 1.25 mln to 1.52 mln on a consolidated basis, with 250,000 to 320,000 in the Core Markets and 1.0-1.2 mln in the Expansion Markets, which includes 75,000 to 125,000 in the Auction 66 Markets.

6:00AM Big Lots reports Q2 comparable store sales increase of 2.8% (BIG) 32.07 : Co reports Q2 retail sales for fiscal quarter ended August 2, 2008 increased 1.9% to $1,095.9 mln, compared to $1,075.4 mln for Q207. Comparable store sales for stores increased 2.8% for Q208.

5:16AM Canadian Natrl Res beats by $0.49, beats on revs (CNQ) 75.65 : Reports Q2 (Jun) earnings of $1.78 per share, excluding non-recurring items, $0.49 better than the First Call consensus of $1.29; revenues rose 62.2% year/year to $5.11 bln vs the $2.8 bln consensus.

5:09AM Portland Gen Elec beats by $0.05, beats on revs; guides FY08 EPS above consensus (POR) 23.30 : Reports Q2 (Jun) earnings of $0.63 per share, $0.05 better than the First Call consensus of $0.58; revenues rose 5.7% year/year to $425 mln vs the $419 mln consensus. Co issues upside guidance for FY08, sees EPS of $1.85-1.95 vs. $1.80 consensus.

5:08AM Medifast beats by $0.02, beats on revs (MED) 5.28 : Reports Q2 (Jun) earnings of $0.11 per share, $0.02 better than the First Call consensus of $0.09; revenues rose 25.0% year/year to $27.5 mln vs the $24 mln consensus. Management expects to be able to meet or exceed previously issued guidance for revenue growth for FY08 in the range of 8-10%; and diluted EPS growth in the range of 30-35% for the year ended December 31, 2008.

1:24AM ATP Oil & Gas misses by $0.04, misses on revs (ATPG) 27.71 : Reports Q2 (Jun) earnings of $0.86 per share, excluding non-recurring items, $0.04 worse than the First Call consensus of $0.90; revenues rose 45.1% year/year to $191.8 mln vs the $199.9 mln consensus. Oil and gas production increased 26% to 3.1 MMBoe for Q208.

12:55AM Alon USA Energy misses by $1.01, misses on revs (ALJ) 8.63 : Reports Q2 (Jun) loss of $1.27 per share, excluding non-recurring items, $1.01 worse than the First Call consensus of ($0.26); revenues rose 4.8% year/year to $1.24 bln vs the $1.8 bln consensus.

12:38AM Comp Vale Do Rio beats by $0.07, misses on revs (RIO) 26.68 : Reports Q2 (Jun) earnings of $1.02 per share, $0.07 better than the First Call consensus of $0.95; revenues rose 22.5% year/year to $10.9 bln vs the $12.14 bln consensus.

12:35AM American Railcar Industries misses by $0.08, beats on revs (ARII) 20.77 : Reports Q2 (Jun) earnings of $0.33 per share, excluding non-recurring items, $0.08 worse than the First Call consensus of $0.41; revenues fell 2.2% year/year to $204.5 mln vs the $183 mln consensus.