Earnings Whispers - April 16, 2026

Summary for Wednesday, April 15, 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

ASML Beat Expectations

Logo for Asml Holdings NY Reg ADRASML (ASML) reported earnings of $8.37 per share on revenue of $10.26 billion for the first quarter ended March 2026. The consensus earnings estimate was $7.72 per share on revenue of $10.21 billion. The Earnings Whisper number was $7.74 per share. The company beat expectations by 8.14% while revenue grew 25.98% on a year-over-year basis.

The company said it expects second quarter revenue of $9.9 billion to $10.6 billion and now expects 2026 revenue of $42.4 billion to $47.1 billion. The company's previous guidance was 2026 revenue of $40.0 billion to $45.9 billion. The current consensus revenue estimate is $10.5 billion for the quarter ending June 30, 2026 and revenue of $44.0 billion for the year ending December 31, 2026.

Christophe Fouquet, President and CEO, said, "The semiconductor industry's growth outlook continues to solidify, driven by ongoing AI-related infrastructure investments. Demand for chips is outpacing supply. In response, our customers are accelerating their capacity expansion plans for 2026 and beyond, supported by long-term agreements with their customers. In the past months, our customers have increased their expected short- and medium-term demand for our products. ASML's order intake continues to be very strong as a result, and we are closely aligned with our customers to support their demand in a combination of delivery of new systems and performance upgrades of their installed base. These business dynamics underpin our expectation that 2026 will be another growth year for all our businesses.

ASML Holding NV is a provider of lithography systems for the semiconductor industry, manufactures complex machines that are critical to the production of integrated circuits or chips. Its products include TWINSCAN, PAS 5500, Optics, among others.

Chart for Asml Holdings NY Reg ADR

Positive Guidance

CareDx Guides Above Estimates

Logo for CareDx, Inc.CareDx, Inc. (CDNA) said it expects first quarter revenue of approximately $118.0 million. The current consensus revenue estimate is $102.5 million for the quarter ending March 31, 2026.

CareDx Inc is a commercial stage company that develops markets and delivers a diagnostic surveillance solution for heart transplant recipients to help clinicians make personalized treatment decisions throughout a transplant patient’s lifetime.

Chart for CareDx, Inc.

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Negative Guidance

QuidelOrtho Sees Revenue Below Estimates

Logo for QuidelOrtho CorporationQuidelOrtho Corporation (QDEL) said it expects first quarter revenue of $615.0 million to $620.0 million. The current consensus revenue estimate is $686.54 million for the quarter ending March 31, 2026. The company also said it believes the low-end of its previous guidance range for 2026 revenue of $2.70 billion to $2.90 billion is achievable. The current consensus revenue estimate is $2.77 billion for the year ending December 31, 2026.

Quidel Corporation is a leading manufacturer of diagnostic solutions at the point of care, delivering a continuum of rapid testing technologies that further improve the quality of health care throughout the globe.

Chart for QuidelOrtho Corporation

Other Top Guidance Announcements

PPGPPG Sees First Quarter Above Estimates
OSSOne Stop Systems Reaffirms
OESXOrion Lighting Reaffirms
VNCEVince Sees First Quarter Above Estimates, but Guides In-line for the Year
SLGSL Green Realty Reaffirms
NOVNOV Sees Revenue Below Estimates
SNAPSnap Sees Revenue Above Estimates

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Positive Surprise

Vince Holding Beat Consensus Estimates

Logo for Vince Holding CorpVince Holding (VNCE) reported earnings of $0.18 per share on revenue of $83.71 million for the fiscal fourth quarter ended January 2026. The consensus estimate was a loss of $0.01 per share on revenue of $83.36 million. The company beat consensus estimates by 1,900.00% while revenue grew 4.70% on a year-over-year basis.

The company said it expects first quarter revenue of $62.9 million to $64.0 million and fiscal 2026 revenue of $309.0 million to $318.0 million. The current consensus revenue estimate is $60.0 million for the quarter ending April 30, 2026, and revenue of $311.4 million for the year ending January 31, 2027.

Vince Holding Corp is a diversified apparel company that designs and markets a collection of fashion brands for men and women.

Chart for Vince Holding Corp

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Negative Surprise

Tanzanian Gold Missed Consensus Estimates

Logo for Trx Gold CorpTanzanian Gold (TRX) reported a loss of $0.07 per share on revenue of $34.07 million for the fiscal second quarter ended February 2026. The consensus earnings estimate was $0.02 per share on revenue of $23.25 million. The company missed consensus estimates by 450.00% while revenue grew 274.13% on a year-over-year basis.

TRX Gold Corporation with its joint venture partner, STAMICO is advancing a significant gold project at Buckreef in Tanzania. TRX Gold Corporation, formerly known as Tanzanian Gold Corporation, is based in Toronto, Canada.

Chart for Trx Gold Corp

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

Netflix is Expected to Beat Estimates

Logo for Netflix, Inc.Netflix (NFLX) is confirmed to report earnings on Thursday, April 16, 2026 at approximately 4:00 PM ET. The consensus earnings estimate is $0.76 per share on revenue of $12.17 billion, respresenting 15.4% year-over-year revenue growth, and the Earnings Whisper ® number is $0.80 per share. Investors are 48.2% bullish going into the company's earnings release. Option traders are pricing in a 7.0% move on earnings and the stock has averaged a 6.6% move in recent quarters.

Chart for Netflix, 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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