Earnings Whispers - June 24, 2026

Summary for Tuesday, June 23, 2026

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Top Earnings News

FedEx Beat Expectations

FedEx (FDX) reported earnings of $6.31 per share on revenue of $25.01 billion for the fiscal fourth quarter ended May 2026. The consensus earnings estimate was $5.91 per share on revenue of $24.18 billion. The Earnings Whisper number was $6.10 per share. The company beat expectations by 3.44% while revenue grew 12.54% on a year-over-year basis.

“Team FedEx delivered an impressive finish to a strong fiscal year, providing excellent service to our customers and successfully executing on our transformation initiatives,” said Raj Subramaniam, FedEx Corp. president and chief executive officer. “Our profitable growth strategy is working. We are building momentum across our global industrial network, driving structural improvements and winning in high-value growth markets. With the successful spin-off of FedEx Freight, we are entering this next chapter positioned to grow while further optimizing our network, lowering our cost to serve, creating meaningful long-term value, and driving robust free cash flow.”

FedEx Corp provides a portfolio of transportation, e-commerce and business services. It operates in four business: FedEx Express, FedEx Ground, FedEx Freight and FedEx Services.

Chart for Fedex Corp

Positive Guidance

Cerebras Systems Guides Above Estimates

Cerebras Systems Inc. (CBRS) said it expects second quarter revenue of approximately $194.0 million and 2026 revenue of $855.0 million to $865.0 million. The current consensus revenue estimate is $180.65 million for the quarter ending June 30, 2026 and revenue of $831.46 million for the year ending December 31, 2026.

Cerebras Systems is building the fastest AI infrastructure in the world. We are a team of pioneering computer architects, computer scientists, AI researchers, and engineers of all types.

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In-line Guidance

KB Home Narrows Guidance

KB Home (KBH) said it expects third quarter housing revenue of $1.20 billion to $1.35 billion and now expects fiscal 2026 housing revenue of $4.90 billion to $5.30 billion. The company's previous guidance was fiscal 2026 housing revenue of $4.80 billion to $5.50 billion. The current consensus revenue estimate is $1.29 billion for the quarter ending August 31, 2026, and revenue of $5.02 billion for the year ending November 30, 2026.

KB Home is one of the largest and most recognized homebuilders in the United States and has built over 650,000 quality homes in our more than 60-year history.

Chart for KB Home

Other Top Guidance Announcements

	ICLR	ICON Reaffirms
	SUNB	Sunbelt Rentals Guides In-line
	KFY	Korn/Ferry Guides In-line
	KDP	Keurig Dr Pepper Reaffirms
	NKE	Nike Reaffirms
	CCL	Carnival Raises Guidance to be In-line with Estimates

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Positive Surprise

Carnival Beat Expectations

Carnival (CCL) reported earnings of $0.41 per share on revenue of $6.66 billion for the fiscal second quarter ended May 2026. The consensus earnings estimate was $0.35 per share on revenue of $6.64 billion. The Earnings Whisper number was $0.37 per share. The company beat expectations by 10.81% while revenue grew 5.29% on a year-over-year basis.

The company said it expects third-quarter earnings of approximately $1.35 per share and fiscal 2026 earnings of approximately $2.22 per share. The company's previous guidance was 2026 earnings of approximately $2.21 per share. The current consensus estimate is earnings of $1.41 per share for the quarter ending August 31, 2026, and earnings of $2.22 per share for the year ending November 30, 2026.

"We achieved another quarter of record results, marking our twelfth consecutive quarter of record net yields and delivering over 20 percent more to the bottom line, overcoming extreme geopolitical headwinds and nearly 30 percent higher fuel costs. Continued commercial execution and a step up in our cost efficiency efforts enabled us to exceed our March guidance by $100 million. These results reflect the strong demand for our portfolio of world-class cruise lines and the continued progress we are making across the business," said Carnival Corporation's Chief Executive Officer Josh Weinstein.

Carnival Corporation & plc is the largest global cruise company, and among the largest leisure travel companies

Chart for Carnival Corporation Ltd

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Negative Surprise

Worthington Industries Missed Consensus Estimates

Worthington Industries (WOR) reported earnings of $0.97 per share on revenue of $371.46 million for the fiscal fourth quarter ended May 2026. The consensus earnings estimate was $1.04 per share on revenue of $385.70 million. The company missed consensus estimates by 6.73% while revenue grew 16.85% on a year-over-year basis.

Worthington Industries Inc is a metal manufacturing company. It is engaged in steel processing including design & manufacturing steel custom platforms, racks & pallets; manufacturing pressure cylinders including CNG & LPG; & manufacturing engineered cabs.

Chart for Worthington Enterprises Inc

Micron Technology is Expected to Beat Estimates

Micron Technology (MU) is confirmed to report earnings on Wednesday, June 24, 2026 at approximately 4:00 PM ET. The consensus earnings estimate is $20.81 per share on revenue of $34.98 billion, respresenting 276.1% year-over-year revenue growth, and the Earnings Whisper ® number is $22.15 per share. Investors are 6.3% bearish going into the company's earnings release.

Chart for Micron Technology, Inc.

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