Calendar

The supplied calendar identifies a September 29 before-market report, so this assessment treats CarMax as already reported relative to the September 29 anchor and excludes it from pre-event scoring.

Checked earnings-calendar sources describe the September 29 report as estimated or unconfirmed, despite the supplied confirmed flag. The previous quarter missed EPS and revenue consensus, and no positive pre-event estimate or tape signal was verified.

Conagra’s investor-relations calendar says fiscal 2027 first-quarter earnings will be released September 30, conflicting with the supplied September 29 date. The report date is therefore not independently confirmed for this assessment.

The checked calendar and earnings-history sources place Jabil’s report on September 30 and provide consensus context. AI/cloud infrastructure exposure is a possible catalyst, but no positive estimate revision or verified tape confirmation was found.

FactSet’s investor-relations notice confirms a September 30 report; current forecast pages provide EPS and revenue consensus, and its recent reported quarters beat EPS. No positive current EPS revision, revenue upside, or pre-event tape confirmation was verified.

An earnings page supplies revenue forecasts and confirms a September 30 calendar date; recent historical information shows volatile quarter-to-quarter results. No positive estimate revisions or verified pre-event price/volume/sector signal was found.

Zacks reported positive EPS estimate revisions and a positive Earnings ESP, while Micron’s guidance and HBM/AI demand provide a visible catalyst. The large, known expectations and absent verified pre-event price/volume and sector tape prevent a qualifying setup.

A checked earnings-history page reports Jefferies’ Q3 2026 results on September 28, before the supplied September 29 research anchor. It is therefore not a pre-earnings candidate for this screen.

The checked calendar lists an October 1 report and accessible estimate data provide EPS and revenue consensus, while enterprise AI demand is a potential driver. No positive EPS revision/whisper or verified pre-event tape signal was established.

Checked forecast sources list an October 1 report and current EPS/revenue consensus; a price page showed AYI up 3.22% at the September 25 close. However, no positive estimate revisions, revenue upside, three-session close-location data, or volume accumulation was verified.

The checked source confirms recent strong FY2027 revenue guidance tied to AI-related demand, but did not establish a reliable consensus EPS/revenue pair for the supplied October 1 date or positive estimate revisions. Customer concentration increases execution risk.

The checked earnings-history listing places the next report on October 5, within the screen window, but did not establish usable consensus revisions, revenue upside, or pre-event tape evidence. Defensive category demand alone is not an earnings-surprise signal.