Earnings Whispers - June 30, 2026

Summary for Monday, June 29, 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

AeroVironment Beat Expectations

Logo for Aerovironment IncAeroVironment (AVAV) reported earnings of $1.84 per share on revenue of $641.62 million for the fiscal fourth quarter ended April 2026. The consensus earnings estimate was $1.53 per share on revenue of $563.14 million. The Earnings Whisper number was $1.49 per share. The company beat expectations by 23.49% while revenue grew 133.27% on a year-over-year basis.

The company said it expects fiscal 2027 earnings of $3.02 to $3.34 per share on revenue of $2.125 billion to $2.225 billion. The current consensus earnings estimate is $3.73 per share on revenue of $2.15 billion for the year ending April 30, 2027.

"Fiscal 2026 marked a transformational year for AV, which included the completion of our largest acquisition, meaningful investments toward diversifying our portfolio in critical areas aligned to our customer’s highest priorities, and the strongest financial performance in our history,” said Wahid Nawabi, AeroVironment chairman, president and chief executive officer. “We are confident our proven ability to deliver at speed will continue to drive opportunities for AV across our global customer base.

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.

Chart for Aerovironment Inc

Negative Guidance

Concentrix Lowers Guidance

Logo for Concentrix CorporationConcentrix Corporation (CNXC) said it expects third quarter non-GAAP earnings of $2.65 to $2.77 per share on revenue of $2.465 billion to $2.490 billion. The current consensus earnings estimate is $3.09 per share on revenue of $2.54 billion for the quarter ending August 31, 2026. The company also said it now expects fiscal 2026 non-GAAP earnings of $10.83 to $11.18 per share on revenue of $9.925 billion to $10.025 billion. The company's previous guidance was earnings of $11.48 to $12.07 per share on revenue of $10.035 billion to $10.180 billion, and the current consensus earnings estimate is $11.71 per share on revenue of $10.11 billion for the year ending November 30, 2026.

Concentrix Corporation (Nasdaq: CNXC), is a leading technology-enabled global business services company specializing in customer engagement and improving business performance for some of the world’s best brands including over 95 Global Fortune 500 clients and over 90 global disruptor clients. Every day, from more than 40 countries and across 6 continents, our staff delivers next generation customer experience and helps companies better connect with their customers. We create better business outcomes and help differentiate our clients through technology, design, data, process, and people. Concentrix provides services to clients in our key industry verticals: technology & consumer electronics; retail, travel & ecommerce; banking, financial services & insurance; healthcare; communications & media; automotive; and energy & public sector.

Chart for Concentrix Corporation

In-line Guidance

BioCryst Pharmaceuticals Reaffirms Revenue Guidance Below Estimates

Logo for BioCryst Pharmaceuticals Inc.BioCryst Pharmaceuticals Inc. (BCRX) said it continues to expect 2026 revenue of $635.0 million to $660.0 million. The current consensus revenue estimate is $689.95 million for the year ending December 31, 2026.

Biocryst Pharmaceuticals Inc is a biotechnology company. The Company designs, optimizes and develops novel small molecule drugs that block key enzymes involved in the pathogenesis of diseases.

Chart for BioCryst Pharmaceuticals Inc.

Other Top Guidance Announcements

SMGScotts Miracle-Gro Reaffirms Below Estimates

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Negative Surprise

Replimune Group Missed Consensus Estimates

Logo for Replimune Group IncReplimune Group (REPL) reported a loss of $0.76 per share on revenue of $0.00 million for the fiscal fourth quarter ended March 2026. The consensus estimate was a loss of $0.73 per share on revenue of $3.10 million. The company missed consensus estimates by 4.11%.

Replimune Group, Inc. was founded in 2015 with the mission to transform cancer treatment by pioneering the development of novel oncolytic immunotherapies.

Chart for Replimune Group Inc

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

Nike is Expected to Beat Estimates

Logo for Nike IncNike (NKE) is confirmed to report earnings on Tuesday, June 30, 2026 at approximately 4:15 PM ET. The consensus earnings estimate is $0.11 per share on revenue of $10.88 billion, a decline of 2.0% year-over-year, and the Earnings Whisper ® number is $0.36 per share. Investors are 33.7% bearish going into the company's earnings release. Option traders are pricing in a 5.1% move on earnings and the stock has averaged a 8.9% move in recent quarters.

Chart for Nike 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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