Calendar

A pre-event preview supplies EPS/revenue expectations and notes potentially solid same-store trends and positive LongHorn performance, while sentiment was described as negative around Olive Garden. However, no positive EPS revision/whisper or required price/volume setup was verified before the before-open report.

A pre-event snapshot reported 11 upward and zero downward estimate revisions and a five-quarter beat streak, making SNX the strongest estimates signal in this screened set. But this same-day before-open event leaves no verified positive price/volume confirmation, and the available sources do not show a credible revenue-upside indicator. It does not meet the mandatory tape checklist.

The checked source set did not establish a reliable date-aligned EPS/revenue consensus, estimate revisions, or pre-event tape. As a mortgage REIT with credit-sensitive distributable earnings, the absence of verified current risk and balance-sheet checks is material; no surprise thesis is supportable.

The pre-event calendar gives credible EPS and revenue expectations and describes continued sales growth, but a cited analyst cautions that core earnings could fall short once tariff-refund effects are excluded. Required tape and revision signals were not verified before the after-close report.

Carnival's prior-quarter release cited historically high pricing and stronger booked position for the second half, but the checked sources did not establish current positive estimate revisions or the required stock/sector tape. The event date also differs across external calendar sources, leaving timing less reliable than the supplied calendar alone suggests.

Vail officially scheduled its fiscal-year report for September 28, and a calendar supplies EPS and revenue estimates. But the most recent checked operating commentary cited lower quarterly revenue and weather-related visitation pressure; positive estimate revisions and required tape confirmation were not established.

A pre-event estimate page provides EPS and revenue consensus for September 28, but the checked sources did not establish upward revisions, positive revenue surprise indicators, or the required tape confirmation. With no verified positive surprise signal, this is not an investable pre-earnings setup.

CarMax has a credible prior-quarter EPS and revenue beat and its next-quarter consensus is available, but the checked source does not show estimate revisions and warns the signals do not conclusively predict an EPS beat. Tape requirements remain unverified, so historical execution alone is insufficient.

Checked sources show conflicting next-report dates and minimal/inconsistent quarterly estimate information, while one source lists an EPS loss and small revenue estimate. No positive revision or tape setup was verified, so the earnings-surprise thesis is unsupported.

The checked company source documents prior-quarter results, but no reliable current consensus EPS/revenue, positive revisions, or pre-event tape evidence was located. The prior report's weaker earnings dynamic does not support a specific upside-surprise thesis.

Jabil's fiscal-year outlook and AI-infrastructure exposure offer a credible business catalyst, and pre-event reports put expected revenue near $9.7B. But the available checks do not confirm positive EPS revisions or favorable close-location/relative-volume signals; the September 23 close was essentially flat. The hard tape requirements are unmet.

A pre-event calendar estimates FactSet's EPS and revenue and reports modest organic growth in the prior quarter, but the estimates vary across checked providers and no positive revisions or required price/volume signals were verified. Evidence is insufficient for a pre-earnings surprise setup.

Cal-Maine's earnings date is supported by external calendars, but EPS estimates vary and the most recent quarter showed a substantial EPS miss amid volatile egg-market conditions. No positive estimate revision or pre-event tape evidence was established.

Micron's own Q4 guidance and a pre-event estimate comparison support a substantial earnings baseline, with AI-memory demand as a catalyst; however, available evidence does not establish positive estimate revisions, a favorable three-session close location, or >1.5x accumulation. On September 23, MU underperformed the falling semiconductor group, so the mandatory tape confirmation is absent.

The checked earnings calendar instead listed a September 28 event with consensus estimates, conflicting with the supplied September 30 date. Since date alignment and pre-event consensus/tape signals could not be reconciled, there is no reliable setup to score as an opportunity.