Calendar

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.

AutoZone has the cleanest estimate signal in the group: Zacks shows a positive 0.83% EPS ESP and ChartMill shows a modest positive three-month revenue revision, supported by 8.4% prior-quarter sales growth and commercial momentum. The setup is only speculative because the stock was down 1.13% over five sessions, down 7.40% over 20 sessions, and no recent session exceeded 1.5x normal volume, despite a 0.88 close-location reading on September 14.

THO has a strong positive ESP, but the estimate backdrop is deteriorating, with EPS and revenue revisions down over three months, while management has cited macro headwinds and revised full-year EPS guidance lower. The stock is down sharply into the print and lacks a qualifying close-location signal.

KB Home has a credible revenue consensus and a company-reported built-to-order and margin-recovery narrative, plus a 2.07x volume spike. However, no positive EPS revision or ESP was found, the latest reported quarter missed EPS, the stock remains down 13.71% over 20 sessions, and the latest three sessions did not show a close above 0.75.

Ferguson has solid recent operating execution and credible consensus EPS and revenue estimates, but the accessible sources did not verify positive estimate revisions or a whisper edge, while the stock was in a pronounced decline into earnings; the evidence is insufficient for a surprise-oriented setup.

Cintas has a positive Zacks ESP and strong prior execution, but the checked estimate page shows downward 30-day EPS and revenue revisions, while the pre-event tape lacks both a close above 0.75 in the latest three sessions and a 1.5x volume expansion.

Paychex has stable recurring demand and modestly positive EPS revisions, but revenue revisions are negative, the stock is down 4.72% over 20 sessions, close location remains below the required threshold, and volume has not reached 1.5x normal.

Fuller combines a positive 4.65% three-month EPS revision, a reported six-quarter EPS beat streak, raised full-year guidance, and a 1.56x volume spike. It remains a marginal speculative setup rather than a qualified high-conviction candidate because revenue revisions were slightly negative and the stock fell 1.59% over five sessions and 16.47% over 20 sessions, with only one strong close-location reading.