Earnings Whispers - February 19, 2026

Summary for Wednesday, February 18, 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

Carvana Beat Expectations

Logo for Carvana Company Cl ACarvana (CVNA) reported earnings of $4.22 per share on revenue of $5.60 billion for the fourth quarter ended December 2025. The consensus earnings estimate was $1.13 per share on revenue of $5.19 billion. The Earnings Whisper number was $1.20 per share. The company beat expectations by 251.67% while revenue grew 57.96% on a year-over-year basis.

“In 2025, Carvana grew 43% year-over-year, delivered record unit economics, and passed significant value back to customers through better selection, faster delivery times, and lower costs. Achieving all of this at once is rare and speaks to the powerful positive feedback our model generates as we grow. Carvana is still very small relative to our opportunity, but with 5 million cumulative customer transactions and counting, we are actively changing the way people buy and sell cars,” said Ernie Garcia, Carvana founder and CEO. “We remain firmly on track to our goal of selling 3 million retail units a year at a 13.5% Adjusted EBITDA margin by 2030 to 2035.”

By removing the traditional dealership infrastructure and replacing it with technology and exceptional customer service, Carvana offers consumers an intuitive and convenient online car buying and financing platform.

Chart for Carvana Company Cl A

Positive Guidance

PROG Holdings Guides Above Estimates

Logo for PROG Holdings, Inc. PROG Holdings, Inc. (PRG) said it expects 2026 earnings of $4.00 to $4.45 per share on revenue of $3.02 billion to $3.14 billion. The current consensus earnings estimate is $3.49 per share on revenue of $2.46 billion for the year ending December 31, 2026.

Headquartered in Salt Lake City, UT, PROG Holdings, Inc. is a fintech holding company that provides simple and affordable payment options to credit challenged consumers.

Chart for PROG Holdings, Inc.

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Negative Guidance

Molson Coors Guides Below Estimates

Logo for Molson Coors Beverage CompanyMolson Coors Beverage Company (TAP) said it expects 2026 earnings of $4.61 to $4.82 per share. The current consensus earnings estimate is $5.42 per share for the year ending December 31, 2026.

Molson Coors Brewing Co is a brewer with a portfolio of owned & partner brands, including core brands Carling, Coors Light, Molson Canadian & Staropramen, as well as craft & specialty beers such as Blue Moon, Creemore Springs, Cobra & Sharp' Doom Bar.

Chart for Molson Coors Beverage Company

Other Top Guidance Announcements

CYHCommunity Health Systems Sees Revenue Below Estimates
DANDana Guides In-line
ADIAnalog Devices Guides Above Estimates
LCIILCI Industries Guides In-line
SEDGSolarEdge Guides In-line
GLBEGlobal-e Sees Revenue Above Estimates
AMPLAmplitude Sees Revenue Above Estimates
EBAYeBay Guides Above Estimates
FVRRFiverr Sees Revenue Below Estimates
FIGFigma Guides Above Estimates
GRMNGarmin Guides Above Estimates
EIXEdison International Guides Above Estimates
OGSONE Gas Guides Above Estimates

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Positive Surprise

Remitly Global Beat Consensus Estimates

Logo for Remitly Global IncRemitly Global (RELY) reported earnings of $0.19 per share on revenue of $442.18 million for the fourth quarter ended December 2025. The consensus earnings estimate was $0.02 per share on revenue of $427.46 million. The company beat consensus estimates by 850.00% while revenue grew 25.66% on a year-over-year basis.

The company said it expects first quarter revenue of $436.0 million to $438.0 million and 2026 revenue of $1.94 billion to $1.96 billion. The current consensus revenue estimate is $424.94 million for the quarter ending March 31, 2026 and revenue of $1.92 billion for the year ending December 31, 2026.

Remitly is a leading digital financial services provider for immigrants and their families in over 135 countries around the world. Its vision is to transform the lives of immigrants and their families by providing the most trusted financial services on the planet.

Chart for Remitly Global Inc

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Negative Surprise

Liberty Global Missed Consensus Estimates

Logo for Liberty Global Ltd Ord ALiberty Global (LBTYA) reported a loss of $8.60 per share on revenue of $1.23 billion for the fourth quarter ended December 2025. The consensus estimate was a loss of $0.46 per share. The company missed consensus estimates by 1,769.57% while revenue grew 9.61% on a year-over-year basis.

Liberty Global PLC through its subsidiaries provides video, broadband internet, fixed-line telephony and mobile services across 14 countries.

Chart for Liberty Global Ltd Ord A

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

Walmart is Expected to Beat Estimates

Logo for Walmart Inc.Walmart (WMT) is confirmed to report earnings on Thursday, February 19, 2026 at approximately 7:00 AM ET. The consensus earnings estimate is $0.73 per share on revenue of $189.99 billion, respresenting 5.2% year-over-year revenue growth, and the Earnings Whisper ® number is $0.76 per share. Investors are 9.0% bullish going into the company's earnings release. Option traders are pricing in a 5.9% move on earnings and the stock has averaged a 4.6% move in recent quarters.

Chart for Walmart 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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