Earnings Whispers - December 16, 2025

Summary for Monday, December 15, 2025

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A summary of guidance and results for the day, with a list of top surprises
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Top Earnings News

MindWalk Missed Consensus Estimates

Logo for Mindwalk Holdings CorpMindWalk (HYFT) reported a loss of $0.05 per share on revenue of $2.97 million for the fiscal second quarter ended October 2025. The consensus estimate was a loss of $0.01 per share on revenue of $4.00 million. The company missed consensus estimates by 400.00%.

MindWalk is a Bio-Native AI company transforming drug discovery and development.

Chart for Mindwalk Holdings Corp

Positive Guidance

Ford Raises EBIT Guidance

Logo for Ford Motor CompanyFord Motor Company (F) said it now expects 2025 Adjsuted EBIT of approximately $7.0 billion. The company's previous guidance was Adjusted EBIT of $6.00 billion to $6.50 billion for the year ending December 31, 2025.

Ford Motor Co is engaged in automobile manufacturing business. It produces cars and trucks. Its business is divided into two segments: Automotive and Financial Services.

Chart for Ford Motor Company

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Negative Guidance

Cencora Guides to Low-end of its Previous Guidance Range

Logo for Cencora, Inc.Cencora, Inc. (COR) said it expects fiscal 2026 earnings to be towards the lower half of its previous guidance range of $17.45 to $17.75 per share. The current consensus earnings estimate is $17.66 per share for the year ending September 30, 2026.

Cencora is a leading global pharmaceutical solutions organization centered on improving the lives of people and animals around the world.

Chart for Cencora, Inc.

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Positive Surprise

Heart Test Laboratories Beat Consensus Estimates

Logo for Heartsciences IncHeart Test Laboratories (HSCS) reported a loss of $0.85 per share on revenue of $0.00 million for the fiscal second quarter ended October 2025. The consensus estimate was a loss of $0.90 per share on revenue of $0.10 million. The company beat consensus estimates by 5.56%.

Chart for Heartsciences Inc

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A calendar showing logos of companies scheduled to report earnings on the next business day.

Lennar is Expected to Miss Estimates

Logo for Lennar Corp.Lennar (LEN) is confirmed to report earnings on Tuesday, December 16, 2025 at approximately 5:50 PM ET. The consensus earnings estimate is $2.23 per share on revenue of $9.15 billion, a decline of 8.0% year-over-year, and the Earnings Whisper ® number is $2.18 per share. Investors are 16.9% bearish going into the company's earnings release. Option traders are pricing in a 6.7% move on earnings and the stock has averaged a 4.7% move in recent quarters.

Chart for Lennar Corp.

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A list showing logos of companies scheduled to report earnings on the next business day based on expected moves.


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