Earnings Whispers - April 8, 2026

Summary for Wednesday, April 8, 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

Aehr Test Systems Beat Expectations

Logo for Aehr Test SystemsAehr Test Systems (AEHR) reported a loss of $0.05 per share on revenue of $10.31 million for the fiscal third quarter ended February 2026. The consensus estimate was a loss of $0.08 per share on revenue of $12.90 million. The Earnings Whisper number was a loss of $0.07 per share. The company beat expectations by 28.57% while revenue fell 43.67% compared to the same quarter a year ago.

The company said it expects fourth quarter non-GAAP results to range from a loss of $0.04 per share to breakeven on revenue of $14.69 million to $19.69 million. The current consensus estimate is a loss of $0.06 per share on revenue of $15.00 million for the quarter ending May 31, 2026.

Gayn Erickson, President and CEO of Aehr Test Systems, commented: "We are very pleased with the strong momentum in our business across multiple market segments, highlighted by more than $37 million in quarterly bookings and a book-to-bill ratio exceeding 3.5x. Demand continues to accelerate across both WLBI and PLBI as semiconductor devices grow in size, complexity, and power and are increasingly deployed in mission-critical AI, networking, automotive, and industrial applications.

Aehr Test Systems is a worldwide provider of test systems for burning-in and testing logic, optical and memory integrated circuits and has installed over 2,500 systems worldwide.

Chart for Aehr Test Systems

Positive Guidance

Academy Guides Revenue Above Estimates

Logo for Academy Sports + Outdoors, Inc.Academy Sports and Outdoors, Inc. (ASO) said it expects first quarter revenue of $1.43 billion to $1.45 billion. The current consensus revenue estimate is $1.42 billion for the quarter ending April 30, 2026.

Academy is a leading full-line sporting goods and outdoor recreation retailer in the United States.

Chart for Academy Sports + Outdoors, Inc.

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Negative Guidance

Greenbrier Lowers Guidance

Logo for Greenbrier Companies Inc.Greenbrier Companies Inc. (GBX) said in its earnings presentation it expects fiscal 2026 earnings of $3.00 to $3.50 per share on revenue of $2.40 billion to $2.50 billion. The company's previous guidance was earnings of $3.75 to $4.75 per share on revenue of $2.70 billion to $3.20 billion, and the current consensus earnings estimate is $4.40 per share on revenue of $2.89 billion for the year ending August 31, 2026.

Greenbrier is a leading international supplier of equipment and services to global freight transportation markets.

Chart for Greenbrier Companies Inc.

Other Top Guidance Announcements

MGPIMGP Ingredients Reaffirms
LEVILevi Strauss Raises Guidance, but Remains In-line with Estimates
KRUSKura Sushi Raises Guidance
PXEDPhoenix Education Partners Reaffirms

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Positive Surprise

Phoenix Education Partners, Inc. Beat Consensus Estimates

Logo for Phoenix Education Partners IncPhoenix Education Partners, Inc. (PXED) reported earnings of $0.58 per share on revenue of $222.46 million for the fiscal second quarter ended February 2026. The consensus earnings estimate was $0.34 per share on revenue of $219.71 million. The company beat consensus estimates by 70.59%.

The company said it continues to expect fiscal 2026 revenue of $1.025 billion to $1.035 billion. The current consensus revenue estimate is $1.03 billion for the year ending August 31, 2026.

Phoenix Education Partners, Inc. is the parent company of University of Phoenix, a pioneer in online education for working adults.

Chart for Phoenix Education Partners Inc

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Negative Surprise

Skillsoft Corp. Missed Expectations

Logo for Skillsoft CorpSkillsoft Corp. (SKIL) reported earnings of $1.03 per share on revenue of $130.65 million for the fiscal fourth quarter ended January 2026. The consensus earnings estimate was $1.27 per share on revenue of $130.15 million. The Earnings Whisper number was $1.58 per share. The company missed expectations by 34.81% while revenue fell 2.32% compared to the same quarter a year ago.

Skillsoft is a global leader in corporate digital learning, focused on transforming today’s workforce for tomorrow’s economy.

Chart for Skillsoft Corp

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

Applied Digital is Expected to Miss Estimates

Logo for Applied Digital CorporationApplied Digital (APLD) is confirmed to report earnings on Wednesday, April 8, 2026 at approximately 4:50 PM ET. The consensus estimate is a loss of $0.10 per share on revenue of $75.06 million, respresenting 41.8% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.14 per share. Investors are 25.5% bearish going into the company's earnings release. Option traders are pricing in a 15.0% move on earnings and the stock has averaged a 16.7% move in recent quarters.

Chart for Applied Digital Corporation

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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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