Earnings Expectations for the Week of July 4

The new earnings season does not kick off until Alcoa AA and Novellus NVLS report their second-quarter results July 11, followed shortly thereafter by Marriot MAR, Yum! Brands YUM, JPMorgan JPM and others. So this week, things will be pretty quiet on the earnings front. But here is what analysts expect from those companies scheduled to report their results: AAR AIR: $0.46 EPS (+32.6%) on $459.1 million (+23.2%) revenues
Hi Tech Pharmacal HITK: $0.71 EPS (+29.6%) on $49.3 million (+21.7%) revenues
A. Shulman SHLM: $0.64 EPS (+25.0%) on $448.0 million (+30.4%) revenues
Helen of Troy HELE: $0.76 EPS (+21.1%) on $260.2 million (+65.5%) revenues
PriceSmart PSMT: $0.46 EPS (+13.0%) on $390.6 million (+12.0%) revenues
WD 40 WDFC: $0.53 EPS (-1.9%) on $87.6 million (+6.0%) revenues

PriceSmart, which has a Strong Buy consensus analyst rating, caught Barron's eye recently with its strong growth in Latin America. PriceSmart has a $1.5 billion market cap and operates more than 25 membership wholesale clubs in 12 countries throughout Central America and the Caribbean, with one opening soon in Colombia. Its dividend yield is 0.5% and the return on equity is 16.3%. PriceSmart's earnings have topped consensus estimates in each of the past seven quarters. Shares are trading more than 38% higher than at the beginning of the year. The stock has outperformed competitors BJ's Wholesale BJ and Costco COST, as well as the broader markets, in that time. A. Shulman recently announced that it would take a majority stake in Argentina-based Surplast, extending the company's reach in South America. Akron, Ohio-based A. Shulman is a leading international supplier of high-performance plastic compounds and resins used in consumer, industrial, automotive and packaging applications. It has a market cap of $788.4 million. A. Shulman has topped consensus EPS estimates in the past eight quarters. Its long-term EPS growth forecast is 14.2% and its P/E ratio is lower than the industry average. The PEG ratio is 0.8 and the stock offers a dividend yield of 2.4%. The share price is more than 11% higher year to date. The stock has outperformed its sector average and the broader markets in that time. Helen of Troy shares popped about 11% following the report of better-than-expected results for the previous quarter. The Bermuda-based company operates in two segments: the Personal Care and Housewares segment offers hair care and skin care products, and the Housewares segment provides kitchen tools and accessories. Its market cap is $1.1 billion. Analysts regularly underestimate Helen of Troy's earnings as well. Its long-term EPS growth forecast is 10.0% and the P/E ratio is lower than the industry average. The PEG ratio is 1.0. The share price has risen nearly 18% since the beginning of the year. The stock has outperformed competitor Procter & Gamble PG, the industry average and the broader markets during that time.