EARNINGS WRAP Tue Nov 10: 22 of 23 reported. Heavy in industrials, utilities, comm services. Widest consensus spread: $TTWO adjusted 0.33 vs street -0.86. Scorecard: beats from $CEG $NRG $OXY $SANM $A

$CEG Constellation Energy crushed it: adj EPS $5.06 vs $3.89 (+30.1%), revenue $9.6B +45.4% yoy, GAAP $5.19. FY adj EPS guide $12.50-$12.80. $NRG NRG Energy adj EPS $4.68 vs $3.03 (+54.5%), revenue $9.5B +24.0%, GAAP $2.59. Utilities running hot. $OXY Occidental adj EPS $1.91 vs $1.47 (+29.8%), revenue $6.8B +20.6%, GAAP $1.61. $KKR adj EPS $1.78 vs $1.58 core (+12.5%), GAAP $1.19, revenue $4.6B -17.4% yoy. Beat on EPS, top line shrank. $SANM adj EPS $4.43 vs $3.27 (+35.5%), revenue $3.9B +84.0%, GAAP $2.20. $AAON adj EPS $0.83 vs $0.58 (+43.5%), revenue $707.4M +84.1%, GAAP matches adj. Two industrial blowouts. $TTD The Trade Desk adj EPS $0.33 vs $0.25 (+30.0%), GAAP $0.08, revenue $736.0M -0.5% yoy. Earnings beat, revenue flat to slightly down. $ONTO adj EPS $2.44 vs $2.30 (+6.0%), revenue $409.7M +87.8%, GAAP $0.95. $CNH adj EPS $0.16 vs $0.10 (+63.1%), GAAP $0.02, revenue $4.4B -1.0%. $RBA RB Global adj EPS $1.03 vs $1.00 (+3.3%), revenue $1.3B +16.6%, GAAP $0.70. $AMG adj EPS $9.

$CEG Constellation Energy crushed it: adj EPS $5.06 vs $3.89 (+30.1%), revenue $9.6B +45.4% yoy, GAAP $5.19. FY adj EPS guide $12.50-$12.80. $NRG NRG Energy adj EPS $4.68 vs $3.03 (+54.5%), revenue $9