What changed
$MRNA Moderna posted GAAP EPS of $0.38 against a -$1.25 consensus, a huge GAAP vs Street divergence. Revenue $1.3B, up 29.2% yoy. Basis mismatch, read the numbers yourself.
$BAM Brookfield Asset Management: Adj EPS $0.54 vs $0.46 core consensus, a +17.4% beat. GAAP EPS $1.88. Revenue $2.1B, up 71.7% yoy. The top line is the story here.
$HUM Humana: Adj EPS -$0.70 vs -$1.00 consensus, a beat. GAAP EPS $1.33. Revenue $41.2B, up 26.1% yoy. Wide estimate spread going in, and the adjusted loss came in narrower than feared.
$UI Ubiquiti crushed it: Adj EPS $5.32 vs $4.25 consensus, +25.1% beat. GAAP EPS $5.29. Revenue $1.0B, up 39.9% yoy. Clean beat top and bottom.
$PPL: Adj EPS $0.54 vs $0.53 consensus, +1.9% beat. GAAP EPS $0.49. Revenue $2.5B, up 11.5% yoy. Steady utility grind.
$ECHO posted GAAP EPS of $7.97 against a $0.24 consensus, an extreme GAAP vs Street divergence. Revenue $2.2B. Basis mismatch, no forced beat here.
$CHTR Charter: GAAP EPS -$20.50 vs $8.93 consensus, extreme diver
Why it matters
$MRNA Moderna posted GAAP EPS of $0.38 against a -$1.25 consensus, a huge GAAP vs Street divergence. Revenue $1.3B, up 29.2% yoy. Basis mismatch, read the numbers yourself.