Calendar

AutoZone had credible $54.22-$54.30 EPS and $6.71 billion revenue consensus with a prior EPS beat, but the consensus EPS estimate drifted lower over 30 and 90 days and the stock had a sharp recent decline. The setup lacks positive revision and qualifying accumulation evidence.

Thor has a possible low-bar EPS beat setup and beat three of the prior four quarters, but the stock fell from $79.49 on August 21 to $72.86 on September 11 and the available pre-event tape showed no accumulation. The recreational-vehicle cycle remains a material risk.

KB Home's pre-event commentary pointed to lower EPS and revenue year over year and a 30-day EPS estimate decline. Housing demand and margins therefore offer no verified upside inflection, while current tape and volume evidence were not sufficient.

Ferguson has prior-year guidance and acquisition-related growth evidence, but the pre-event search did not produce a credible current-quarter EPS and revenue consensus pair or a reliable current tape setup. It is therefore excluded rather than upgraded on stale guidance evidence.

Cintas has a credible $1.35 EPS and approximately $2.98 billion revenue consensus with durable operating momentum, but the checked sources did not show positive estimate revisions, a whisper gap, or qualifying recent accumulation. The available tape was either stale or mildly negative into the event.

Paychex has credible $1.32 EPS and $1.627 billion revenue consensus, but analysts made 10 downward EPS revisions versus only two upward revisions and the stock fell sharply into the event. High volume occurred on a down day, not as accumulation.

H.B. Fuller had a prior EPS and revenue beat, a $1.47 EPS consensus, and analyst attention to revisions, but the stock fell materially into earnings and the largest recent volume spike occurred on a down day. The setup lacks price strength and accumulation confirmation.

Darden is the only name with a sufficiently complete pre-event setup: analysts raised longer-dated EPS estimates, UBS described solid same-store-sales trends, management is expected to reiterate guidance, and the stock recovered into earnings with a high-close session and above-normal volume. The main caveat is that recent Olive Garden sentiment remains cautious and the latest quarter's revenue slightly missed consensus.

TD SYNNEX has strong prior execution, credible $4.68 EPS and $18.8-$19.05 billion revenue consensus, and a recent high-volume up day. However, the required close-location signal was not present in the checked last-three-session data and no positive pre-event estimate revision or whisper was verified.

Blackstone Mortgage Trust failed the consensus-data requirement: the checked earnings sources confirmed the date and prior-quarter miss but did not provide a credible current-quarter EPS and revenue consensus pair. Separate pre-event commentary cited charge-offs, owned-real-estate losses, and coverage concerns, so the setup is not investable for this screen.

Costco has strong reported growth and credible EPS and revenue consensus, but the checked preview explicitly warned that core earnings could fall short of consensus once tariff refunds are excluded. No positive pre-event revision, whisper, close-location, or qualifying volume-accumulation evidence was verified.

UEC has a credible negative EPS and low revenue consensus, but the prior quarter missed EPS and revenue expectations and no positive revision, revenue-upside, or qualifying tape evidence was located. The setup is narrative-driven rather than a verified earnings-surprise setup.

AAR has strong reported FY26 momentum and company guidance for Q1 FY27 revenue growth, but the official company calendar places the next report on September 29, outside the requested September 17-23 window. The stock also fell 5.82% over five sessions and 15.76% over 20 sessions with no qualifying close-location signal.