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Friday's jobs report tests a market that's fundamentally supported but technically fragile. Beneath that, last week's earnings calls showed the AI buildout is still supply-constrained even as spending finally starts climbing into software.
ORCLOracleis confirmed to report Thursday, September 10, after the close.
Oracle's Stock Has Cratered Despite Booming Backlog. Which Story Wins Now?
Few large-cap names present as jarring a disconnect right now as Oracle. The company's last conference call described an AI-infrastructure business firing on every cylinder, yet the stock has fallen more than 21 percent since that report while the S&P 500 climbed nearly 5 percent. That 26-point gap between operating narrative and market reaction is the central puzzle heading into this release, and it raises a pointed question. Has the market simply repriced the cost of Oracle's ambitions, or is it starting to doubt the growth story itself.
Consensus calls for $1.75 in non-GAAP earnings per share on $19.14 billion in revenue, which would represent a slight sequential dip in EPS from last quarter's $1.79 but a massive 28 percent year-over-year jump in revenue against the $14.93 billion posted a year ago. The whisper number sits marginally above consensus at $1.80, suggesting sell-side estimates may be a touch conservative rather than stretched. Management's own guidance called for $1.72 to $1.76 per share on $18.96 billion to $19.26 billion in revenue, so consensus sits comfortably within that range rather than testing either edge, a sign expectations are calibrated rather than complacent.
The Toro (TTC) reported earnings of $1.33 per share on revenue of $1.23 billion for the fiscal third quarter ended July 2026. The consensus earnings estimate was $1.30 per share on revenue of $1.19 billion. The Earnings Whisper number was $1.34 per share. The company missed expectations by 0.75% while revenue grew 8.35% on a year-over-year basis.
The company said it expects fiscal 2026 earnings of $4.60 to $4.65 per share on revenue of $4.80 billion to $4.81 billion. The company's previous guidance was earnings of $4.50 to $4.62 per share on revenue of $4.69 billion to $4.80 billion, and the current consensus earnings estimate is $4.60 per share on revenue of $4.77 billion for the year ending October 31, 2026.
The Toro Company is a leading worldwide provider of innovative solutions for the outdoor environment including turf and landscape maintenance, snow and ice management, underground utility construction, rental and specialty construction, and irrigation and outdoor lighting solutions.
John Wiley & Sons (WLY) reported earnings of $0.44 per share on revenue of $386.36 million for the fiscal first quarter ended July 2026. The consensus earnings estimate was $0.40 per share on revenue of $380.20 million. The Earnings Whisper number was $0.42 per share. The company beat expectations by 4.76% while revenue fell 2.63% compared to the same quarter a year ago.
The company said it continues to expect fiscal 2027 earnings of $4.60 to $5.05 per share on revenue of $1.69 billion to $1.78 billion. The current consensus earnings estimate is $4.80 per share on revenue of $1.76 billion for the year ending April 30, 2027.
Wiley is a global leader in research and education, unlocking human potential by enabling discovery, powering education, and shaping workforces.
The Campbell's (CPB) reported earnings of $0.39 per share on revenue of $2.14 billion for the fiscal fourth quarter ended July 2026. The consensus earnings estimate was $0.40 per share on revenue of $2.15 billion. The Earnings Whisper number was $0.43 per share. The company missed expectations by 9.30% while revenue fell 7.93% compared to the same quarter a year ago.
The company said it expects fiscal 2027 earnings of $1.65 to $1.80 per share on revenue of $9.35 billion to $9.55 billion. The current consensus earnings estimate is $1.97 per share on revenue of $9.82 billion for the year ending July 31, 2027.
Campbell Soup Co together with its subsidiaries is engaged in manufacturing and marketing of branded convenience food products.
HIPO
5.9% since the report
6.3% above its post-earnings high
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