Earnings Whispers - February 10, 2026

Summary for Monday, February 9, 2026

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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

onsemi Missed Expectations

Logo for On Semiconductoronsemi (ON) reported earnings of $0.64 per share on revenue of $1.53 billion for the fourth quarter ended December 2025. The consensus earnings estimate was $0.62 per share on revenue of $1.53 billion. The Earnings Whisper number was $0.65 per share. The company missed expectations by 1.54% while revenue fell 11.17% compared to the same quarter a year ago.

The company said it expects first quarter earnings of $0.56 to $0.66 per share on revenue of $1.435 billion to $1.535 billion. The current consensus earnings estimate is $0.61 per share on revenue of $1.50 billion for the quarter ending March 31, 2026.

“We remained disciplined in our execution and met expectations in the fourth quarter as we saw increasing signs of stabilization in our key markets,” said Hassane El-Khoury, President and CEO, onsemi. “We continue to invest in intelligent power and sensing technologies that position us to win in the most critical technology transitions shaping our industry. Our strategy is clear: lead in automotive, industrial, and AI data center power with innovation that delivers higher-value solutions for our customers and long-term returns for our shareholders."

ON Semiconductor is driving energy efficient electronics innovations that help make the world greener, safer, inclusive and connected.

Chart for On Semiconductor

Positive Guidance

Ichor Guides Earnings Above Estimates

Logo for Ichor Holdings, Ltd.Ichor Holdings, Ltd. (ICHR) said it expects first quarter non-GAAP earnings of $0.08 to $0.16 per share on revenue of $240.0 million to $260.0 million. The current consensus earnings estimate is $0.06 per share on revenue of $240.00 million for the quarter ending March 31, 2026.



Chart for Ichor Holdings, Ltd.

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Negative Guidance

Edgewell Personal Care Lowers Guidance

Logo for Edgewell Personal Care CompanyEdgewell Personal Care Company (EPC) said it now expects fiscal 2026 earnings of $1.70 to $2.10 per share but continues to expect revenue of $2.23 billion to $2.30 billion. The company's previous guidance was earnings of $2.15 to $2.55 per share, and the current consensus earnings estimate is $2.33 per share on revenue of $2.26 billion for the year ending September 30, 2026.

Edgewell is a leading pure-play consumer products company with an attractive, diversified portfolio of established brand names.

Chart for Edgewell Personal Care Company

Other Top Guidance Announcements

AMKRAmkor Technology Sees Revenue Above Estimates
CRDOCredo Technology Raises Guidance
BDXBD Updates Guidance with Divestiture
ACMAECOM Raises Guidance
MPAAMotorcar Parts of America Lowers Guidance
DTDynatrace Guides Above Estimates
MEDPMedpace Sees Earnings Above Estimates
CHGGChegg Guides Below Estimates
AMTMAmentum Reaffirms
UPWKUpwork Guides In-line for the Year
KRCKilroy Realty Guides In-line
PFGPrincipal Financial Guides In-line

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Positive Surprise

Proficient Auto Logistics, Inc. Beat Consensus Estimates

Logo for Proficient Auto Logistics IncProficient Auto Logistics, Inc. (PAL) reported earnings of $0.17 per share on revenue of $105.38 million for the fourth quarter ended December 2025. The consensus earnings estimate was $0.03 per share on revenue of $106.23 million. The company beat consensus estimates by 466.67%.

North American Palladium Ltd is a precious metals producer that operates LDI palladium mine, located in northwest of Thunder Bay, Ontario.

Chart for Proficient Auto Logistics Inc

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Negative Surprise

Chegg Missed Expectations

Logo for Chegg IncChegg (CHGG) reported a loss of $0.30 per share on revenue of $72.66 million for the fourth quarter ended December 2025. The consensus estimate was a loss of $0.11 per share on revenue of $71.28 million. The Earnings Whisper number was a loss of $0.05 per share. The company missed expectations by 500.00% while revenue fell 49.36% compared to the same quarter a year ago.

The company said it expects first quarter revenue of $60.0 million to $62.0 million. The current consensus revenue estimate is $64.8 million for the quarter ending March 31, 2026.

Chegg Inc is a student-first connected learning platform empowering students to take control of their education to save time and money. Its integrated platform Student Hub helps students choose a college through graduation and beyond.

Chart for Chegg Inc

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

Robinhood Markets is Expected to Beat Estimates

Logo for Robinhood Markets, Inc.Robinhood Markets (HOOD) is confirmed to report earnings on Tuesday, February 10, 2026 at approximately 4:05 PM ET. The consensus earnings estimate is $0.63 per share on revenue of $1.32 billion, respresenting 30.2% year-over-year revenue growth, and the Earnings Whisper ® number is $0.66 per share. Investors are 13.6% bullish going into the company's earnings release. Option traders are pricing in a 12.1% move on earnings and the stock has averaged a 8.9% move in recent quarters.

Chart for Robinhood Markets, Inc.

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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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