Following the update we are raising our EPS (earnings per share) forecast for the current year from 201 cents to 205 cents.

We remain comfortable with our estimated fourth-quarter earnings per share range of 28 cents to 30 cents a share versus 26 cents last year, an increase of 8 percent to 15 percent.

Shaw Group reinvented itself over the last year and, as a result, their earnings (per share) are going to go from about 95 cents last year to about $1.40 to $1.50 this year and then another 10 or 15 percent growth next year, ... We don't think the market has fully perceived how good business really is.

Shaw Group reinvented itself over the last year and, as a result, their earnings (per share) are going to go from about 95 cents last year to about $1.40 to $1.50 this year and then another 10 or 15 percent growth next year. We don't think the market has fully perceived how good business really is.

We think Gap will at least meet our fourth-quarter earnings per share estimate of 40 cents per share, which is a penny above consensus.

That's making the 60 cents (a share earnings) look a lot softer. We're not too concerned about it. But if you want to call this a hit, it's not the best hit we've ever seen.