EARNINGS WRAP — Thursday, September 10

6 companies. Industrials-heavy. Widest consensus spread: $AVAV. $SUNB — Sunbelt beat. Adj EPS $1.18 vs $1.03 consensus, +14.3%. Revenue $3.1B, +11.2% y/y. GAAP EPS $1.07, tight gap. $COO — Cooper Companies beat. Adj EPS $1.15 vs $1.12, +2.7%. Revenue $1.1B, +0.6% y/y. GAAP EPS $2.24, wide gap. FY guide: rev $1.1B-$1.1B, adj EPS $1.05-$1.09. $SAIL — SailPoint beat. Adj EPS $0.09 vs $0.08, +13.8%. Revenue $308.8M, +16.8% y/y. GAAP EPS -$0.09, still unprofitable on accounting basis. $CHWY — Chewy beat. GAAP EPS $0.36 vs $0.20 consensus, +80.0%. Revenue $3.3B, +7.3% y/y. No adj EPS provided. $CNM — Core & Main beat. Adj EPS $0.94 vs $0.86, +9.3%. Revenue $2.1B, +2.5% y/y. GAAP EPS $0.77. $AVAV — AeroVironment crushed it. Adj EPS $0.59 vs $0.25, +138%. Revenue $480.5M. GAAP EPS -$0.10, wide gap to adjusted. THE WRAP: AeroVironment’s +138% EPS beat is the standout — defense/industrial demand running hot. Chewy the lone miss, profit pressure hitting consumer discretionary. Industrials c

6 companies. Industrials-heavy. Widest consensus spread: $AVAV.