Earnings Whispers - January 6, 2026

Summary for Monday, January 5, 2026

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A summary of guidance and results for the day, with a list of top surprises
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Microchip Technology Raises Guidance

Logo for Microchip Technology Inc.Microchip Technology Inc. (MCHP) said it expects third quarter revenue of approximately $1.185 billion. The company's previous guidance was revenue of approximately $1.151 billion, and its initial guidance was revenue of $1.109 billion to $1.149 billion. The current consensus revenue estimate is $1.14 billion for the quarter ending December 31, 2025.

Microchip Technology Inc develops, manufactures and sells semiconductor products used for a variety of embedded control applications. It also provides license Flash-IP solutions that are incorporated in a range of products.

Chart for Microchip Technology Inc.

Negative Guidance

UMH Properties Sees Revenue Below Estimates

Logo for UMH Properties IncUMH Properties Inc (UMH) said it expects fourth quarter revenue of approximately $66.9 million. The current consensus revenue estimate is $68.6 million for the quarter ending December 31, 2025.

UMH Properties, Inc., which was organized in 1968, is a public equity REIT that owns and operates 126 manufactured home communities with approximately 23,700 developed homesites. These communities are located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Michigan, Maryland, Alabama and South Carolina. In addition, the Company owns a portfolio of REIT securities.

Chart for UMH Properties Inc

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

AAR is Expected to Beat Estimates

Logo for AAR Corp.AAR (AIR) is confirmed to report earnings on Tuesday, January 6, 2026 at approximately 4:05 PM ET. The consensus earnings estimate is $1.02 per share on revenue of $767.00 million, respresenting 11.8% year-over-year revenue growth, and the Earnings Whisper ® number is $1.09 per share. Investors are 12.3% bullish going into the company's earnings release. Option traders are pricing in a 6.0% move on earnings and the stock has averaged a 9.9% move in recent quarters.

Chart for AAR 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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