Earnings Whispers - April 22, 2026

Summary for Tuesday, April 21, 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

UnitedHealth Group Beat Expectations

Logo for Unitedhealth Group IncUnitedHealth Group (UNH) reported earnings of $7.23 per share on revenue of $111.72 billion for the first quarter ended March 2026. The consensus earnings estimate was $6.46 per share on revenue of $109.96 billion. The Earnings Whisper number was $6.60 per share. The company beat expectations by 9.55% while revenue grew 1.96% on a year-over-year basis.

The company said it expects 2026 earnings to be greater than $18.25 per share. The company's previous guidance was earnings of at least $17.75 per share, and the current consensus earnings estimate is $17.66 per share for the year ending December 31, 2026.

“We are continuing to help simplify and modernize health care for the people and care providers we serve, bringing greater value, affordability, transparency and connectivity,” said Stephen Hemsley, chief executive officer of UnitedHealth Group.

UnitedHealth Group is a health care and well-being company with a mission to help people live healthier lives and help make the health system work better for everyone through two distinct and complementary businesses.

Chart for Unitedhealth Group Inc

Positive Guidance

Pitney Bowes Raises Guidance

Logo for Pitney Bowes, Inc.Pitney Bowes, Inc. (PBI) said it expects first quarter earnings of approximately $0.47 per share on revenue of approximately $477.0 million. The current consensus earnings estimate is $0.38 per share on revenue of $447.94 million for the quarter ending March 31, 2026. The company also said it now expects 2026 earnings of $1.50 to $1.65 per share on revenue of $1.80 billion to $1.86 billion. The company's previous guidance was earnings of $1.40 to $1.60 per share on revenue of $1.76 billion to $1.86 billion, and the current consensus earnings estimate is $1.46 per share on revenue of $1.81 billion for the year ending December 31, 2026.

Pitney Bowes Inc is a technology company that offers products and solutions that enable commerce in the areas of customer information management, location intelligence, customer engagement, shipping and mailing, and e-commerce.

Chart for Pitney Bowes, Inc.

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Vicor Sees Revenue Above Estimates

Logo for Vicor CorporationVicor Corporation (VICR) said during its conference call it expects second quarter revenue of nearly $126.0 million and 2026 revenue of nearly $570.0 million. The current consensus revenue estimate is $121.70 million for the quarter ending June 30, 2026 and revenue of $528.90 million for the year ending December 31, 2026.

Vicor Corporation designs, develops, manufactures, and markets modular power components and complete power systems based upon a portfolio of patented technologies.

Chart for Vicor Corporation

Other Top Guidance Announcements

CYHCommunity Health Systems Reaffirms
UALUnited Airlines Lowers Guidance, but Remains In-line with Estimates
VMIValmont Narrows Guidance
CALXCalix Guides Revenue Above Estimates
GPCGenuine Parts Reaffirms
MANHManhattan Associates Raises Guidance
BBNXBeta Bionics Raises Guidance, but Remains In-line with Estimates
ZWSZurn Elkay Water Solutions Sees Revenue Above Estimates
SYFSynchrony Reaffirms
TSCOTractor Supply Reaffirms
DGXQuest Diagnostics Raises Guidance
FORForestar Reaffirms

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Positive Surprise

Western Alliance Bancorporation Beat Consensus Estimates

Logo for Western Alliance BancorpWestern Alliance Bancorporation (WAL) reported earnings of $2.22 per share on revenue of $1.44 billion for the first quarter ended March 2026. The consensus earnings estimate was $1.48 per share on revenue of $959.46 million. The company beat consensus estimates by 50.00% while revenue grew 17.81% on a year-over-year basis.

Western Alliance Bancorp provides banking and lending services to locally owned businesses, professional firms, real estate developers and investors and other consumers. It addition it also holds & manages certain non-performing loans and OREO.

Chart for Western Alliance Bancorp

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Negative Surprise

Community Health Systems Missed Consensus Estimates

Logo for Community Health SystemsCommunity Health Systems (CYH) reported a loss of $0.48 per share on revenue of $2.97 billion for the first quarter ended March 2026. The consensus estimate was a loss of $0.18 per share on revenue of $3.00 billion. The company missed consensus estimates by 166.67% while revenue fell 6.14% compared to the same quarter a year ago.

The company said it continues to expect 2026 results to range from a loss of $0.60 per share to breakeven on revenue of $11.60 billion to $12.00 billion. The current consensus estimate is a loss of $0.42 per share on revenue of $11.68 billion for the year ending December 31, 2026.

Community Health Systems Inc provides healthcare services through the hospitals that it owns and operates in non-urban and selected urban markets throughout the United States.

Chart for Community Health Systems

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

Tesla is Expected to Beat Estimates

Logo for Tesla, Inc.Tesla (TSLA) is confirmed to report earnings on Wednesday, April 22, 2026 at approximately 4:05 PM ET. The consensus earnings estimate is $0.37 per share on revenue of $21.92 billion, respresenting 13.4% year-over-year revenue growth, and the Earnings Whisper ® number is $0.39 per share. Investors are 25.1% 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 7.4% move in recent quarters.

Chart for Tesla, 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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