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 54.9% of the time. There is no
statistical benefit to beating the consensus estimate — only the Whisper.
The market remains bullish for now, supported by rising earnings estimates and improving money flows, but weakening breadth and softer guidance are creating more risk beneath the surface.
KRThe Krogeris confirmed to report Friday, September 11, before the open.
Kroger's Margin Squeeze Meets a Cost-Savings Promise Before the October Investor Day
Kroger heads into its next report with a narrative that is genuinely split down the middle, and this quarter is shaping up as the tiebreaker. New CEO Greg Foran struck a notably more confident tone last quarter, touting an e-commerce and media business that turned profitable ahead of schedule and cost savings that ran 30% above plan. But that optimism was delivered alongside identical sales that decelerated sharply to 1% and a FIFO gross margin that flipped negative for the first time in over a year. Investors now have to decide which story is more representative of where Kroger is actually headed.
Wall Street is modeling EPS of $1.05 on revenue of $34.72 billion, representing roughly 1% earnings growth and 2.3% revenue growth against last year's period. That is a modest bar, and the earnings whisper of $1.07 sits only slightly above consensus, suggesting expectations are not particularly stretched in either direction. Management reaffirmed its fiscal 2027 EPS guidance of $5.10 to $5.30 rather than raising it, and with the current annual consensus sitting at $5.25, the Street is positioned comfortably inside that range, near the upper-middle rather than pushing against either edge. That reaffirmation, rather than an increase, matters given the magnitude of the swing factors discussed on the last call.
Lesaka Technologies (LSAK) reported earnings of $0.15 per share on revenue of $188.32 million for the fiscal fourth quarter ended June 2026. The consensus earnings estimate was $0.09 per share on revenue of $98.78 million. The Earnings Whisper number was $0.07 per share. The company beat expectations by 114.29% while revenue grew 129.66% on a year-over-year basis.
The company said it expects fiscal 2027 non-GAAP earnings of $0.47 to $0.53 per share on revenue of $436.45 million to $480.10 million. The current consensus earnings estimate is $0.47 per share on revenue of $438.30 million for the year ending June 30, 2027.
Lesaka operates a South African fintech company driven by a purpose to provide financial services, software and other business services to Southern Africa's underserviced consumers and merchants.
CooperCompanies (COO) reported earnings of $1.15 per share on revenue of $1.07 billion for the fiscal third quarter ended July 2026. The consensus earnings estimate was $1.11 per share on revenue of $1.10 billion. The Earnings Whisper number was $1.15 per share. The company reported in-line with expectations while revenue grew 0.56% on a year-over-year basis.
The company said it expects fourth quarter non-GAAP earnings of $1.05 to $1.09 per share on revenue of $1.057 billion to $1.080 billion. The current consensus earnings estimate is $1.20 per share on revenue of $1.100 billion for the quarter ending October 31, 2026.
Cooper Companies is a medical device company. Through its subsidiaries, it manufactures products for contact lens wearers and supplies women' health clinicians with products and treatment options to improve the delivery of healthcare to women.
AeroVironment (AVAV) reported earnings of $0.59 per share on revenue of $480.49 million for the fiscal first quarter ended July 2026. The consensus earnings estimate was $0.22 per share on revenue of $467.91 million. The Earnings Whisper number was $0.27 per share. The company beat expectations by 118.52% while revenue grew 5.68% on a year-over-year basis.
The company said it continues to expect fiscal 2027 revenue of $2.125 billion to $2.225 billion. The current consensus revenue estimate is $2.170 billion for the year ending April 30, 2027.
“AV's fiscal year 2027 is off to a strong start, with record first-quarter revenue and funded backlog and landmark strategic wins,” said Wahid Nawabi, AeroVironment chairman, president and chief executive officer. “Our team is united in our mission to execute with discipline and capture demand for the key franchise programs that matter most to our customers, and that is exactly what we did in the first quarter.”
AeroVironment Inc is engaged in the design, develop, produce, support and operate a technological portfolio of products and services. It supplies unmanned aircraft systems, UAS, tactical missile systems and related services within the US DoD.
HIPO
0.4% since the report
0.8% above its post-earnings high
Trusted Earnings Research Since 1998
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