Earnings Whispers - January 27, 2026

Summary for Tuesday, January 27, 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

AGNC Investment Missed Expectations

Logo for Agnc Investment CorpAGNC Investment (AGNC) reported earnings of $0.35 per share on revenue of $944.00 million for the . The consensus earnings estimate was $0.37 per share on revenue of $323.59 million. The Earnings Whisper number was $0.40 per share. The company missed expectations by 12.50% while revenue grew 10.28% on a year-over-year basis.

American Capital Agency Corp is a real estate investment trust that invests exclusively in residential mortgage pass-through securities and collateralized mortgage obligations on a leveraged basis.

Chart for Agnc Investment Corp

Positive Guidance

Tronox Sees Revenue Above Estimates

Logo for Tronox IncTronox Inc (TROX) said it expects fourth quarter revenue of approximately $730.0 million. The current consensus revenue estimate is $694.06 million for the quarter ending December 31, 2025.

Tronox Ltd is engaged in producing and marketing of titanium bearing mineral sands and titanium dioxide pigment. The Company operates under two segments, which are Mineral Sands and Pigment.

Chart for Tronox Inc

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Agilysys Guides to the High-end of its Previous Guidance Range

Logo for Agilysys IncAgilysys Inc (AGYS) said it expects fiscal 2026 revenue of approximately $318.0 million. The company's previous guidance was revenue of $315.0 million to $318.0 million, and the current consensus revenue estimate is $316.5 million for the year ending March 31, 2026.

Agilysys is well known for its long heritage of hospitality-focused technology innovation.

Chart for Agilysys Inc

Other Top Guidance Announcements

SANMSanmina Sees Revenue Below Estimates
COLDAmericold Reaffirms Above Estimates
GGGGraco Provides Guidance
AREAlexandria Real Estate Equities Guides In-line
CRCrane Guides In-line
TTDThe Trade Desk Reaffirms

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Positive Surprise

RBB Bancorp Beat Consensus Estimates

Logo for Rbb BancorpRBB Bancorp (RBB) reported earnings of $0.59 per share on revenue of $60.00 million for the . The consensus earnings estimate was $0.49 per share on revenue of $32.94 million. The company beat consensus estimates by 20.41% while revenue grew 4.74% on a year-over-year basis.

RBB Bancorp is a community-based financial holding company headquartered in Los Angeles, California.

Chart for Rbb Bancorp

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Negative Surprise

LINKBANCORP, Inc. Missed Consensus Estimates

Logo for Linkbancorp IncLINKBANCORP, Inc. (LNKB) reported earnings of $0.10 per share on revenue of $46.02 million for the . The consensus earnings estimate was $0.23 per share on revenue of $30.03 million. The company missed consensus estimates by 56.52% while revenue grew 7.27% on a year-over-year basis.

LINKBANCORP, Inc. was formed in 2018 with a mission to positively impact lives through community banking.

Chart for Linkbancorp Inc

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

UnitedHealth Group is Expected to Beat Estimates

Logo for UnitedHealth Group, Inc.UnitedHealth Group (UNH) is confirmed to report earnings on Tuesday, January 27, 2026 at approximately 5:55 AM ET. The consensus earnings estimate is $2.09 per share on revenue of $113.64 billion, respresenting 12.7% year-over-year revenue growth, and the Earnings Whisper ® number is $2.22 per share. Investors are 22.6% bearish going into the company's earnings release. Option traders are pricing in a 5.8% move on earnings and the stock has averaged a 8.5% move in recent quarters.

Chart for UnitedHealth Group, 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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