Earnings Whispers - March 18, 2026

Summary for Tuesday, March 17, 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

lululemon athletica inc. Beat Expectations

Logo for Lululemon Athleticalululemon athletica inc. (LULU) reported earnings of $5.01 per share on revenue of $3.64 billion for the fiscal fourth quarter ended January 2026. The consensus earnings estimate was $4.76 per share on revenue of $3.60 billion. The Earnings Whisper number was $4.80 per share. The company beat expectations by 4.38% while revenue grew 0.81% on a year-over-year basis.

The company said it expects first quarter earnings of $1.63 to $1.68 per share on revenue of $2.40 billion to $2.43 billion and fiscal 2027 earnings of $12.10 to $12.30 per share on revenue of $11.35 billion to $11.50 billion. The current consensus estimate is earnings of $2.29 per share on revenue of $2.49 billion for the quarter ending April 30, 2026 and earnings of $12.73 per share on revenue of $11.62 billion for the year ending January 31, 2027.

Lululemon Athletica Inc is a designer and retailer of technical athletic apparel operating primarily in North America and Australia. Its yoga-inspired apparel is marketed under the lululemon athletica and ivivva athletica brand names.

Chart for Lululemon Athletica

Positive Guidance

Allegiant Travel Sees Earnings Above Estimates

Logo for Allegiant Travel CompanyAllegiant Travel Company (ALGT) said in an 8k filing it expects first quarter earnings of $3.25 to $3.75 per share. The company's previous guidance was earnings of $2.50 to $3.50 per share, and the current consensus earnings estimate is $3.08 per share for the quarter ending March 31, 2026.

Allegiant Travel Co LLC a leisure travel company, engaged in transporting travelers in small cities to leisure destinations. The Company provides air-related services and products along with air transportation.

Chart for Allegiant Travel Company

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Negative Guidance

Steel Dynamics Guides Below Estimates

Logo for Steel Dynamics, Inc.Steel Dynamics, Inc. (STLD) said it expects first quarter earnings of $2.73 to $2.77 per share. The current consensus earnings estimate is $3.18 per share for the quarter ending March 31, 2026.

Steel Dynamics Inc manufactures and sells steel products. The Company is also engaged in processing and sale of recycled ferrous and nonferrous metals, fabrication and sale of steel joist and decking products.

Chart for Steel Dynamics, Inc.

Other Top Guidance Announcements

AALAmerican Airlines Provides Mixed Guidance
NRGVEnergy Vault Guides In-line
TTAMTitan America Sees Revenue Below Estimates
DOCUDocusign Sees Revenue Above Estimates
HQYHealthEquity Guides Above Estimates
KMTSKestra Medical Technologies Raises Guidance
GDSGDS Holdings Guides In-line
ASOAcademy Sports + Outdoors Sees Revenue Below Estimates
BOBSBob’s Discount Furniture Guides In-line
STIMNeuronetics Guides In-line
ATATAtour Lifestyle Guides In-line

Positive Surprise

GDS Holdings Beat Expectations

Logo for Gds Holdings Ltd ADRGDS Holdings (GDS) reported earnings of $0.56 per share on revenue of $417.80 million for the fourth quarter ended December 2025. The consensus estimate was a loss of $0.04 per share on revenue of $417.71 million. The Earnings Whisper number was $0.12 per share. The company beat expectations by 366.67% while revenue grew 13.34% on a year-over-year basis.

The company said it expects 2026 revenue of $1.80 billion to $1.88 billion. The current consensus revenue estimate is $1.84 billion for the year ending December 31, 2026.

GDS Holdings Limited is a leading developer and operator of high-performance data centers in China. The Company’s facilities are strategically located in China’s primary economic hubs where demand for high-performance data center services is concentrated.

Chart for Gds Holdings Ltd ADR

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Negative Surprise

Fold Holdings, Inc. Missed Consensus Estimates

Logo for Fold Holdings Inc Cl AFold Holdings, Inc. (FLD) reported a loss of $0.86 per share on revenue of $9.13 million for the fourth quarter ended December 2025. The consensus estimate was a loss of $0.14 per share on revenue of $9.36 million. The company missed consensus estimates by 514.29%.

Fold is the first publicly traded bitcoin financial services company, making it easy for individuals and businesses to earn, save, and use bitcoin.

Chart for Fold Holdings Inc Cl A

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

Micron Technology is Expected to Beat Estimates

Logo for Micron Technology, Inc.Micron Technology (MU) is confirmed to report earnings on Wednesday, March 18, 2026 at approximately 4:00 PM ET. The consensus earnings estimate is $8.81 per share on revenue of $19.15 billion, respresenting 137.8% year-over-year revenue growth, and the Earnings Whisper ® number is $9.70 per share. Investors are 3.9% bullish going into the company's earnings release. Option traders are pricing in a 10.1% move on earnings and the stock has averaged a 8.8% move in recent quarters.

Chart for Micron Technology, 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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