Go beyond the consensus and become a better stock picker with Earnings Whisper numbers, investor sentiment, and proprietary research and tools to help you capture the Post-Earnings Announcement Drift (PEAD) and outperform the overall stock market. Plus, get the most accurate earnings dates, earnings news, and insights into how stocks react before
and after earnings.
The most anticipated earnings releases for the week beginning October 28, 2026 are
MSFTMicrosoftGOOGLAlphabetAMZNAmazon.comNSSCNAPCO Security TechnologiesINTCIntel
The market's true earnings expectation — and why beating the consensus estimate isn't enough.
Analysts update their models constantly, but they rarely publish every revision.
The Earnings Whisper® number captures what they actually expect — and
across two decades and more than 144,000 published numbers,
it has landed closer to actual reported earnings than the published consensus
69.7% of the time. Consequently, there is
no statistical benefit to beating the consensus estimate.
Average day-of move, since February 1999.
Companies that beat the Whisper closed higher by an average of 1.9%.
Those that cleared the published estimate but fell short of the Whisper closed
lower 55.0% of the time. There is no
statistical benefit to beating the consensus estimate — only the Whisper.
AMZNAmazon.comis confirmed to report Thursday, October 29, after the close.
Amazon's AWS Surge Faces a Margin Test as Prime Day Timing Muddies Third-Quarter Sales
Amazon heads into its third-quarter report with an awkward split screen. Its cloud business just posted its fastest growth in 18 quarters along with margins that skeptics said AI would never allow, yet the stock has slipped since that report while the broader market climbed. The October 29 release, due after the close, needs to show that the AWS inflection was a trend rather than a one-quarter spike, and that heavy spending and rising costs are not quietly eating the gains.
The Street expects earnings of $2.02 per share on revenue of about $202.03 billion. Revenue growth of 12.1% looks like a sharp slowdown from the roughly 20% pace of the second quarter, and earnings growth of just 3.6% from last year's $1.95 looks almost flat. Both figures are distorted. Management guided to sales of $197 billion to $202 billion and explained that Prime Day shifted into the second quarter, shaving about 400 basis points off reported growth, with currency costing roughly another 80. Analysts have trimmed their numbers since that outlook, but consensus still sits at the very top of the range, a bit above it in fact. That leaves little room for an ordinary result to read as a beat on sales. The earnings whisper of $1.98 sits slightly below consensus, a sign that the informal bar for profit is a touch lower than the published one.
Amphenol (APH) reported earnings of $0.80 per share on revenue of $10.23 billion for the third quarter ended September 2026. The consensus earnings estimate was $0.73 per share on revenue of $9.44 billion. The Earnings Whisper number was $0.81 per share. The company missed expectations by 1.23% while revenue grew 65.14% on a year-over-year basis.
The company said it expects fourth quarter non-GAAP earnings of $0.81 to $0.83 per share on revenue of $10.3 billion to $10.5 billion. The current consensus earnings estimate is $0.75 per share on revenue of $9.4 billion for the quarter ending December 31, 2026.
Amphenol Corporation designs, manufactures and markets electrical, electronic and fiber optic connectors, interconnect systems and coaxial and flat-ribbon cable.
Phillips 66 (PSX) reported earnings of $14.08 per share on revenue of $51.51 billion for the third quarter ended September 2026. The consensus earnings estimate was $11.97 per share on revenue of $33.72 billion. The Earnings Whisper number was $12.61 per share. The company beat expectations by 11.66% while revenue grew 47.25% on a year-over-year basis.
Phillips 66 is a downstream energy company. The Company’s segment includes Refining and Marketing (R&M), Midstream and Chemicals businesses. Its Chemicals business is conducted through its 50% interest in Chevron Phillips Chemical Company LLC.
Automatic Data Processing (ADP) reported earnings of $2.82 per share on revenue of $5.49 billion for the fiscal first quarter ended September 2026. The consensus earnings estimate was $2.78 per share on revenue of $5.47 billion. The Earnings Whisper number was $2.83 per share. The company missed expectations by 0.35% while revenue grew 6.10% on a year-over-year basis.
The company said it expects fiscal 2027 earnings of $12.23 to $12.45 per share on revenue of approximately $23.26 billion. The company's previous guidance was earnings of $12.12 to $12.34 per share on revenue of $23.04 billion to $23.26 billion, and the current consensus earnings estimate is $12.27 per share on revenue of $23.25 billion for the year ending June 30, 2027.
Automatic Data Processing is the provider of technology-based outsourcing solutions to employers and vehicle retailers and manufacturers.
For more than 25 years, investors and financial professionals have used
Earnings Whispers to look beyond consensus estimates and better understand
the expectations driving stock prices around earnings.
