Calendar

AIR has positive three-month EPS and revenue estimate revisions, a 35-of-42 positive surprise history, and aviation demand plus software-platform catalysts. The setup is heavily impaired by a 10.61% five-day selloff, a 15.59% 20-day decline, and poor close locations; high recent volume looks more like distribution or capitulation than confirmed accumulation.

AZO has real operating momentum and a positive long-run beat history, while revenue estimates were modestly revised upward. Yet the whisper sits below consensus, EPS estimates drifted lower, the stock declined nearly 4% over 20 sessions, and the recent tape lacks both a high close and a 1.5x volume surge; this is not a qualifying upside-surprise setup.

THO has a positive whisper premium and a small recent EPS revision increase, but the expected quarter still implies roughly 59% EPS and 15% revenue declines, while management recently trimmed full-year outlook. The available price evidence shows the stock near its 52-week low, and the checked sources do not provide enough clean recent tape detail for a confident upside-surprise conclusion.

KBH has a possible backlog and inventory-discipline inflection, but the most accurate EPS estimate is 5.32% below consensus, EPS consensus was cut 2.18% over 30 days, revenue is expected to fall 20.2%, and the company carries a weak recent surprise record. A volume spike is not enough to offset the negative estimate setup and housing-market sensitivity.

FERG has the best combination of positive estimate revisions and business momentum among the sub-60 names: EPS and revenue estimates rose 0.70% and 1.01% over three months, while management raised full-year sales and margin guidance. The stock nonetheless fell 3.79% in five sessions and nearly 12% over the recent 20-session span, with weak close locations and no volume confirmation, leaving it a useful near miss rather than a qualifying setup.

CTAS combines a modest positive whisper gap with a durable margin-expansion narrative and expected revenue growth of roughly 9.3%. However, the stock fell 1.76% over five sessions and 2.73% over 20 sessions, no recent close was above the 0.75 location threshold, and volume did not exceed 1.5x normal; the setup is investable only as a speculative watchlist name.

PAYX has a four-quarter EPS beat streak and management previously described accelerating organic growth, while the stock held up over the latest five sessions and one close location exceeded 0.75. However, the stock remains 5.21% below its 20-session reference, recent estimate data is mixed, and volume stayed below the 1.5x threshold; the stock is already carrying a demanding post-report rally and does not clear the screen.

FUL shows a positive EPS revision trend and a credible pricing and margin-turnaround narrative, with guidance raised in recent company commentary. The revenue estimate was revised slightly lower, the stock is down 2.40% over five sessions and 20.71% over one month, and volume has not confirmed accumulation; the favorable operating story is not yet reflected in a qualifying tape setup.

DRI has a small positive whisper premium and a plausible beef-cost margin tailwind, with Olive Garden and LongHorn traffic cited as potential supports. The stock fell 1.50% over five sessions and 5.14% over 20 sessions, no recent close approached the 0.75 threshold, and recent volume remained below 1.5x normal; the operating narrative is not enough to offset the weak tape.

SNX has the strongest estimate trend in the group: consensus EPS and revenue estimates were reported up 20.0% and 13.89% over three months, while previews cite four consecutive quarters of accelerating billings and earnings. The stock is up 5.44% over 20 sessions and produced a roughly 1.51x recent volume spike, but the last three closes were not near session highs, so this is a high-quality fundamental watchlist setup rather than a complete momentum confirmation.

BXMT is not reliable for this screen because external earnings calendars conflict materially with the supplied September 24 date, while consensus EPS was revised down roughly 29% over three months and the latest reported quarter missed EPS consensus. Credit deterioration and office-loan exposure create a risk profile inconsistent with a pre-earnings upside-surprise candidate.

COST has strong underlying sales momentum and a credible revenue-growth setup, supported by accelerating sales trends and a recurring membership model. But the stock fell 1.20% over five sessions and 4.24% over 20 sessions, remained below its 200-day trend in the checked preview, and showed no qualifying close or volume confirmation; the premium valuation and margin-risk discussion further reduce surprise asymmetry.