North American Morning Briefing: Trump Tariffs: China Hits Back With U.S. Penalties

Dow Jones
04 Feb

$Aramark(ARMK-W)$ $(ARMK)$ is expected to report $0.44 for 1Q.

Atkore Inc $(ATKR)$ is expected to report $1.26 for 1Q.

Ball Corp $(BALL)$ is expected to report $0.75 for 4Q.

CONSOL Energy Inc (CEIX) is expected to report $3.09 for 4Q.

CTS Corp (CTS) is expected to report $0.54 for 4Q.

Centene Corp $(CNC)$ is expected to report $0.25 for 4Q.

CorVel Corp (CRVL) is expected to report for 3Q.

Cummins Inc $(CMI)$ is expected to report $4.63 for 4Q.

Energizer Holdings Inc $(ENR)$ is expected to report $0.64 for 1Q.

Enterprise Products Partners LP $(EPD)$ is expected to report $0.71 for 4Q.

Gartner Inc (IT) is expected to report $2.93 for 4Q.

Hamilton Lane Inc (HLNE) is expected to report $1.07 for 3Q.

Hubbell Inc $(HUBB)$ is expected to report $3.73 for 4Q.

IES Holdings Inc $(IESC)$ is expected to report for 1Q.

Ingredion Inc $(INGR)$ is expected to report $2.41 for 4Q.

Jacobs Solutions Inc $(J)$ is expected to report $1.03 for 1Q.

KS Bancorp Inc (KSBI) is expected to report for 4Q.

Lancaster Colony Corp $(LANC)$ is expected to report $1.95 for 2Q.

MPLX LP (MPLX) is expected to report $1.02 for 4Q.

Madison Square Garden Sports Corp $(MSGS)$ is expected to report $0.31 for 2Q.

Marathon Petroleum $(MPC)$ is expected to report $0.06 for 4Q.

Merck & Co Inc $(MRK)$ is expected to report $1.59 for 4Q.

Mesa Laboratories Inc (MLAB) is expected to report $0.19 for 3Q.

Mueller Industries Inc $(MLI)$ is expected to report for 4Q.

Oaktree Specialty Lending Corp (OCSL) is expected to report $0.52 for 1Q.

PJT Partners Inc $(PJT)$ is expected to report $0.78 for 4Q.

Peoples Bancorp of North Carolina Inc $(PEBK)$ is expected to report for 4Q.

Pfizer Inc $(PFE)$ is expected to report $0.26 for 4Q.

Premier Inc $(PINC)$ is expected to report $0.21 for 2Q.

Regeneron Pharmaceuticals Inc $(REGN)$ is expected to report $9.24 for 4Q.

Silicon Laboratories Inc $(SLAB)$ is expected to report $-0.79 for 4Q.

Smart Share Global Ltd - ADR (EM) is expected to report for 3Q.

Spirit AeroSystems Holdings Inc $(SPR.UK)$ is expected to report $-1.43 for 4Q.

Sun Country Airlines Holdings Inc $(SNCY)$ is expected to report $0.22 for 4Q.

The Estee Lauder Companies Inc - A Share $(EL)$ is expected to report $0.24 for 2Q.

Utah Medical Products Inc $(UTMD)$ is expected to report for 4Q.

WEC Energy Group Inc $(WEC)$ is expected to report $1.44 for 4Q.

Xylem Inc $(XYL)$ is expected to report $0.92 for 4Q.

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ANALYST RATINGS ACTIONS

American States Water Cut to Underperform From Neutral by B of A Securities

Aptiv Cut to Market Perform From Outperform by Raymond James

Booz Allen Hamilton Raised to Outperform From Market Perform by Raymond James

Brighthouse Financial Cut to Hold From Buy by Jefferies

Caterpillar Raised to Neutral From Sell by UBS

Cloudflare Cut to Neutral From Outperform by Baird

Comcast Cut to Sector Perform From Sector Outperform by Scotiabank

Constellation Brands Cut to Neutral From Overweight by Piper Sandler

CrowdStrike Holdings Cut to Neutral From Outperform by Baird

CSX Corp Cut to Hold From Buy by Loop Capital

Cullen/Frost Bankers Cut to Neutral From Buy by DA Davidson

Danaher Cut to Market Perform From Outperform by Raymond James

DexCom Raised to Buy From Neutral by Redburn Atlantic

FedEx Cut to Hold From Buy by Loop Capital

Financial Institutions Raised to Outperform From Market Perform by Keefe, Bruyette & Woods

Fortinet Cut to Neutral From Outperform by Baird

GXO Logistics Cut to Hold From Buy by Loop Capital

Hologic Cut to Hold From Buy by Needham

Lennox Cut to Underweight From Equal-Weight by Wells Fargo

Lifetime Brands Cut to Neutral From Buy by DA Davidson

News Corp Upgraded to Buy from Neutral by UBS

Norfolk Southern Cut to Hold From Buy by Loop Capital

Northrop Grumman Raised to Peer Perform From Underperform by Wolfe Research

Prologis Cut to Market Perform From Outperform by Raymond James

PVH Corp Cut to Equal-Weight From Overweight by Wells Fargo

Reliance Worldwide Downgraded to Neutral from Buy by UBS

SJW Group Raised to Buy From Neutral by B of A Securities

SS&C Technologies Raised to Buy From Hold by Jefferies

Tempur Sealy Raised to Outperform From Neutral by Wedbush

UMB Financial Cut to Neutral From Buy by Citigroup

Union Pacific Cut to Sell From Hold by Loop Capital

US Steel Cut to Equal-Weight From Overweight by Morgan Stanley

Zillow Group Raised to Overweight From Sector Weight by Keybanc

This article is a text version of a Wall Street Journal newsletter published earlier today.

 

(END) Dow Jones Newswires

February 04, 2025 06:05 ET (11:05 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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