Go beyond the consensus and become a better stock picker with Earnings Whisper numbers, investor sentiment, and proprietary research and tools to help you capture the Post-Earnings Announcement Drift (PEAD) and outperform the overall stock market. Plus, get the most accurate earnings dates, earnings news, and insights into how stocks react before
and after earnings.
The market's true earnings expectation — and why beating the consensus estimate isn't enough.
Analysts update their models constantly, but they rarely publish every revision.
The Earnings Whisper® number captures what they actually expect — and
across two decades and more than 144,000 published numbers,
it has landed closer to actual reported earnings than the published consensus
69.7% of the time. Consequently, there is
no statistical benefit to beating the consensus estimate.
Average day-of move, since February 1999.
Companies that beat the Whisper closed higher by an average of 1.9%.
Those that cleared the published estimate but fell short of the Whisper closed
lower 55.0% of the time. There is no
statistical benefit to beating the consensus estimate — only the Whisper.
MUMicron Technologyis confirmed to report Wednesday, September 30, after the close.
Micron's Memory Supercycle Faces Its Toughest Test Yet as Stock Retreats From Highs
Micron heads into its fiscal fourth-quarter report riding one of the most dramatic guidance progressions in recent memory, yet the stock has fallen 15% since its last print even as the S&P 500 climbed nearly 5%. That divergence between operating momentum and share performance sets up an unusually pointed question for this release: has the market already priced in the good news, or is it losing confidence in a narrative that management has described in increasingly triumphant terms.
Consensus calls for $31.24 in earnings on $50.76 billion in revenue, essentially in line with management's own guidance of $30 to $32 per share and $49 billion to $51 billion issued last quarter. The Earnings Whisper of $34.14 sits meaningfully above the Street consensus, suggesting whisper-number watchers expect another beat rather than a mere in-line quarter. That said, Micron has trained investors to expect upside after three consecutive quarters of guidance that undershot actual results by wide margins, so a beat here may be viewed as table stakes rather than a fresh catalyst.
AAR (AIR) reported earnings of $1.49 per share on revenue of $918.00 million for the fiscal first quarter ended August 2026. . Revenue grew 24.12% on a year-over-year basis.
The company said it expects fiscal 2027 revenue of approximately $3.64 billion, excluding LCP. The company's previous guidance was revenue of $3.64 billion to $3.77 billion, and the current consensus revenue estimate is $3.69 billion for the year ending May 31, 2027.
AAR Corp along with its subsidiaries is engaged in providing products & services including overhaul, repair & engineering services to aviation & government & defense markets. It is also engaged in design, manufacture, & repair of transportation pallets.
AAR (AIR) reported earnings of $1.49 per share on revenue of $918.00 million for the fiscal first quarter ended August 2026. . Revenue grew 24.12% on a year-over-year basis.
The company said it expects fiscal 2027 revenue of approximately $3.64 billion, excluding LCP. The company's previous guidance was revenue of $3.64 billion to $3.77 billion, and the current consensus revenue estimate is $3.69 billion for the year ending May 31, 2027.
AAR Corp along with its subsidiaries is engaged in providing products & services including overhaul, repair & engineering services to aviation & government & defense markets. It is also engaged in design, manufacture, & repair of transportation pallets.
Jefferies Financial Group (JEF) reported earnings of $1.09 per share on revenue of $3.23 billion for the fiscal third quarter ended August 2026. The consensus earnings estimate was $1.04 per share on revenue of $2.21 billion. The company beat consensus estimates by 4.81% while revenue grew 11.11% on a year-over-year basis.
Jefferies Financial Group Inc. is a diversified financial services company engaged in investment banking and capital markets, asset management and direct investing.
For more than 25 years, investors and financial professionals have used
Earnings Whispers to look beyond consensus estimates and better understand
the expectations driving stock prices around earnings.
