Earnings Whispers - July 8, 2026

Summary for Tuesday, July 7, 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

Penguin Solutions Beat Expectations

Logo for Penguin Solutions IncPenguin Solutions (PENG) reported earnings of $0.84 per share on revenue of $478.71 million for the fiscal third quarter ended May 2026. The consensus earnings estimate was $0.63 per share on revenue of $435.00 million. The Earnings Whisper number was $0.69 per share. The company beat expectations by 21.74% while revenue grew 47.64% on a year-over-year basis.

The company said it expects fiscal 2026 non-GAAP earnings of $2.55 to $2.65 per share on revenue of $1.64 billion to $1.70 billion. The company's previous guidance was earnings of $2.00 to $2.30 per share and revenue of $1.31 billion to $1.60 billion, and the current consensus earnings estimate is $2.30 per share on revenue of $1.60 billion for the year ending August 31, 2026.

“Penguin Solutions delivered a record quarter, exceeding expectations for both net sales and EPS. This profitable growth acceleration reinforces our confidence that our AI Factory Platform strategy is working. Integrated Memory net sales more than doubled year over year, and our AI Infrastructure business continued to build momentum, reflecting strong demand and execution across our memory and AI Infrastructure portfolio,” said Kash Shaikh, CEO of Penguin Solutions.

Penguin Solutions, the AI factory platform company, has the innovative technologies, skills, experience, and partnerships needed to turn your AI ambitions into reality.

Chart for Penguin Solutions Inc

Negative Guidance

Cosmos Health Sees Revenue Below Estimates

Logo for Cosmos Health Inc. Cosmos Health Inc. (COSM) said it expects second quarter revenue of approximately $19.40 million. The current consensus revenue estimate is $19.72 million for the quarter ending June 30, 2026.



Chart for Cosmos Health Inc.

In-line Guidance

Nyxoah Sees Second Quarter Below Estimates, but Reaffirms for the Year

Logo for Nyxoah SANyxoah SA (NYXH) said it expects second quarter revenue of approximately $8.79 million. The current consensus revenue estimate is $9.06 million for the quarter ending June 30, 2026. The company also said it continues to expect 2026 revenue of $41.09 million to $45.66 million. The current consensus estimate is revenue of $44.56 million for the year ending December 31, 2026.

Nyxoah is a medical technology company focused on the development and commercialization of innovative solutions to treat Obstructive Sleep Apnea (OSA).

Chart for Nyxoah SA

Other Top Guidance Announcements

KRUSKura Sushi USA Reaffirms
DOCNDigitalOcean Sees Revenue Above Estimates

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Positive Surprise

Kura Sushi USA Beat Expectations

Logo for Kura Sushi USA Inc Cl AKura Sushi USA (KRUS) reported earnings of $0.03 per share on revenue of $85.92 million for the fiscal third quarter ended May 2026. The consensus estimate was a loss of $0.05 per share on revenue of $86.27 million. The Earnings Whisper number was a loss of $0.01 per share. The company beat expectations by 400.00% while revenue grew 16.17% on a year-over-year basis.

The company said it continues to expect fiscal 2026 revenue of $330.5 million to $331.5 million. The current consensus estimate is revenue of $333.8 million for the year ending August 31, 2026.

Hajime Uba, President and Chief Executive Officer of Kura Sushi, stated, “During the fiscal third quarter, we were able to make significant progress towards our goals of sustainable margin improvement and returning to our historical 20% restaurant-level operating profit margins regardless of tariff relief. Despite our costs of goods sold as a percentage of sales being 200 basis points higher than last year due to tariffs, our operational discipline allowed us to more than offset this impact and improve our restaurant-level operating profit margin by 90 basis points over the prior year to 19.1%. We were also able to improve Adjusted EBITDA margins by 40 basis points, to 7.7%, and grew our Adjusted EBITDA by more than 20% over the prior year. Our ability to improve profitability in a challenging environment speaks to what we do best: responding rapidly to control what we can control.”

Kura Sushi USA, Inc. is a technology-enabled Japanese restaurant concept with 30 locations in eight states and Washington DC. The Company offers guests a distinctive dining experience built on authentic Japanese cuisine and an engaging revolving sushi service model. Kura Sushi USA, Inc. was established in 2008 as a subsidiary of Kura Sushi, Inc., a Japan-based revolving sushi chain with over 450 restaurants and 35 years of brand history.

Chart for Kura Sushi USA Inc Cl A

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Negative Surprise

Saratoga Investment Missed Consensus Estimates

Logo for Saratoga Investment CorpSaratoga Investment (SAR) reported earnings of $0.47 per share on revenue of $30.78 million for the fiscal first quarter ended May 2026. The consensus earnings estimate was $0.54 per share on revenue of $31.67 million. The company missed consensus estimates by 12.96% while revenue fell 4.77% compared to the same quarter a year ago.

Christian L. Oberbeck, Chairman and Chief Executive Officer of Saratoga Investment, commented, “In a quarter defined by sector-wide pressure across private credit, Saratoga's last twelve months return on equity of 4.0% continued to beat the BDC industry average of 2.4%, even as we grew assets under management 1.6% to $1.126 billion on $31 million of net originations. Our core BDC portfolio valuations this quarter reflected portfolio company and market adjustments, and core BDC portfolio fair value remains within 0.2% of cost, continuing to demonstrate solid overall credit quality in a challenging and volatile macroeconomic environment.”

Saratoga Investment Corp is a closed end management investment company that invests primarily in leveraged loans and mezzanine debt issued by private U.S. middle-market companies.

Chart for Saratoga Investment Corp

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

Levi Strauss is Expected to Beat Estimates

Logo for Levi Strauss & Co.Levi Strauss (LEVI) is confirmed to report earnings on Wednesday, July 8, 2026 at approximately 4:10 PM ET. The consensus earnings estimate is $0.24 per share on revenue of $1.52 billion, respresenting 5.1% year-over-year revenue growth, and the Earnings Whisper ® number is $0.27 per share. Investors are 40.0% bullish going into the company's earnings release. Option traders are pricing in a 7.7% move on earnings and the stock has averaged a 7.8% move in recent quarters.

Chart for Levi Strauss & Co.

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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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