Earnings Whispers - April 1, 2026

Summary for Tuesday, March 31, 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

Nike Missed Expectations

Logo for Nike IncNike (NKE) reported earnings of $0.35 per share on revenue of $11.28 billion for the fiscal third quarter ended February 2026. The consensus earnings estimate was $0.29 per share on revenue of $11.29 billion. The Earnings Whisper number was $0.39 per share. The company missed expectations by 10.26% while revenue grew 0.09% on a year-over-year basis.

The company said during its conference call it expects fourth quarter revenue of $10.65 billion to $10.88 billion. The current consensus revenue estimate is $11.45 billion for the quarter ending May 31, 2026.

"This quarter we took meaningful actions to improve the health and quality of our business. The pace of progress is different across the portfolio and the areas we prioritized first continue to drive momentum," said Elliott Hill, President and Chief Executive Officer, NIKE, Inc. "The work is not finished, but the direction is clear, our teams are moving with focus and urgency, and our foundation is getting even stronger to build the future of NIKE."

NIKE, Inc. is the world's leading designer, marketer and distributor of authentic athletic footwear, apparel, equipment and accessories for a wide variety of sports and fitness activities.

Chart for Nike Inc

Positive Guidance

TD SYNNEX Guides Above Estimates

Logo for TD SYNNEXTD SYNNEX (SNX) said it expects second quarter non-GAAP earnings of $3.75 to $4.25 per share on revenue of $16.10 billion to $16.90 billion. The current consensus earnings estimate is $3.45 per share on revenue of $15.57 billion for the quarter ending May 31, 2026.

TD SYNNEX is a leading global distributor and solutions aggregator for the IT ecosystem.

Chart for TD SYNNEX

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Negative Guidance

Beyond Meat Sees Revenue Below Estimates

Logo for Beyond Meat, Inc.Beyond Meat, Inc. (BYND) said it expects first quarter revenue of $57.0 million to $59.0 million. The current consensus revenue estimate is $63.5 million for the quarter ending March 31, 2026.

Beyond Meat, Inc. is a leading plant-based meat company offering a portfolio of revolutionary plant-based meats made from simple ingredients without GMOs, no added hormones or antibiotics, and 0 mg of cholesterol per serving.

Chart for Beyond Meat, Inc.

Other Top Guidance Announcements

BRFHBarfresh Lowers Guidance to be In-line with Estimates
PVHPVH Corp. Sees Earnings Above Estimates
JILLJ.Jill Sees Revenue Below Estimates
HSYHershey Reaffirms
FDSFactSet Raises Guidance, but Remains In-line with Estimates
MKCMcCormick Reaffirms
RHRH Sees Revenue Below Estimates
SNOWSnowflake Reaffirms
PRPLPurple Innovation Sees Revenue Below Estimates
NCNOnCino Sees First Quarter Above Estimates, but Guides In-line for the Year

Positive Surprise

Omeros Beat Consensus Estimates

Logo for Omeros CorpOmeros (OMER) reported earnings of $3.14 per share on revenue of $0.00 million for the fourth quarter ended December 2025. The consensus estimate was a loss of $0.55 per share on revenue of $13.80 million. The company beat consensus estimates by 670.91%.

Omeros Corp is engaged in the discovery, development and commercialization of pharmaceutical products for inflammation, coagulopathies and disorders of the central nervous system.

Chart for Omeros Corp

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Negative Surprise

T1 Energy Missed Consensus Estimates

Logo for T1 Energy IncT1 Energy (TE) reported a loss of $0.61 per share on revenue of $358.55 million for the fourth quarter ended December 2025. The consensus earnings estimate was $0.03 per share on revenue of $348.00 million. The company missed consensus estimates by 2,133.33% while revenue grew 12,087.42% on a year-over-year basis.

T1 Energy Inc. is an energy solutions provider building an integrated U.S. supply chain for solar and batteries.

Chart for T1 Energy Inc

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

Lamb Weston is Expected to Miss Estimates

Logo for Lamb Weston Holdings, Inc.Lamb Weston (LW) is confirmed to report earnings on Wednesday, April 1, 2026 at approximately 8:30 AM ET. The consensus earnings estimate is $0.61 per share on revenue of $1.49 billion, a decline of 2.0% year-over-year, and the Earnings Whisper ® number is $0.59 per share. Investors are 32.3% bearish going into the company's earnings release. Option traders are pricing in a 5.9% move on earnings and the stock has averaged a 13.2% move in recent quarters.

Chart for Lamb Weston Holdings, 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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