Before the Open (Aug 1)

Good morning. Happy Tuesday.
The Asian/Pacific markets closed mostly up. Japan, China, Hong Kong, South Korea, New Zealand and Australia did well; Indonesia and the Philippines were weak. Europe, Africa and the Middle East are mostly up. The UK, France, Germany, Greece, Finland, Russia, Spain, Portugal, Austria, Sweden and the Czech Republic are leading; Turkey is weak. Futures in the States point towards a moderate gap up open for the cash market.
—————
VIDEO: LeavittBrothers.net Overview
—————
The dollar is up. Oil and copper are down. Gold and silver are down. Bonds are down.
Stock headlines from barchart.com…
Cognex (CGNX +0.27%) rallied over 8% in after-hours trading after it reported Q2 EPS from continuing operations of 63 cents, higher than consensus of 53 cents, and then said it sees Q3 revenue of $250 million-$260 million, above consensus of $179.4 million.
CME Group (CME +1.10%) reported Q2 revenue of $924.6 million, below consensus of $930.8 million.
U.S. Silica Holdings (SLCA +0.41%) tumbled over 9% in after-hours trading after it reported Q2 revenue of $290.5 million, less than consensus of $315.9 million.
Texas Roadhouse (TXRH -0.84%) jumped over 7% in after-hours trading after it reported Q2 revenue of $566.3 million, higher than consensus of $563.3 million.
HealthSouth (HLS -0.40%) rose over 3% in after-hours trading after it reported Q2 adjusted EPS of 71 cents, better than consensus of 68 cents, and then said it sees full-year operating revenue of $3.88 billion-$3.95 billion, higher than consensus of $3.87 billion.
Allison Transmission Holdings (ALSN +0.43%) rallied 7% in after-hours trading after it reported Q2 EPS of 63 cents, well above consensus of 48 cents.
GrubHub (GRUB -1.09%) climbed 3% in pre-market trading after it signed a commercial strategic partnership to power food delivery for Groupon in more than 1,100 U.S. cities. Groupon (GRPN -1.05%) also rose 3% in pre-market trading on the news.
Trine Group (TNET +3.61%) jumped nearly 5% in after-hours trading after it reported Q2 adjusted EPS of 52 cents, well above consensus of 27 cents.
Owens-Illinois (OI -0.25%) gained nearly 3% in after-hours trading after it reported Q2 net sales of $1.8 billion, better than consensus of $1.77 billion, and then said it sees full-year adjusted EPS of $2.55 to $2.65, higher than consensus of $2.51.
TimkenSteel (TMST +1.08%) fell over 5% in after-hours trading after it forecast Q3 Ebitda to be between $10 million-$20 million, less than $24.7 million in Q2 due to pension-settlement expense.
Nautilus (NLS +0.28%) dropped over 6% in after-hours trading after it reported Q2 gross margins of 49.8%, below consensus of 52.2%.
Pandora Media (P -5.49%) rose nearly 3% in after-hours trading after it reported Q2 revenue of $376.8 million, better than consensus of $367.4 million.
Amkor Technology (AMKR -1.14%) dropped over 5% in after-hours trading after it forecast Q3 net sales of $1.04 billion-$1.12 billion, below consensus of $1.16 billion.
Harmonic (HLIT +2.50%) slid nearly 4% in after-hours trading after it said it sees Q3 net revenue of $80 million to $90 million, below consensus of $96.4 million.
Monday’s Key Earnings
Pandora (NYSE:P) -1.2% AH narrowing its revenue expectations.
Sanofi (NYSE:SNY) -0.4% hit by restructuring costs.
Today’s Economic Calendar
Auto Sales
8:30 Personal Income and Outlays
8:55 Redbook Chain Store Sales
9:45 PMI Manufacturing Index
10:00 ISM Manufacturing Index
10:00 Construction Spending
2:00 PM Gallup US ECI
Other…
today’s upgrades/downgrades from briefing.com
this week’s Earnings from Morningstar
this week’s Economic Numbers/Reports powered by ECONODAY