Daily Earnings

Today brought a varied mix of earnings news.

Guidance and Results Overview:

• Chewy (CHWY):
  • Missed Q4 earnings expectations ($0.27 reported vs $0.28 consensus).
  • Revenue in line with estimates at $3.26 billion.
  • Provided Q1 and FY26 guidance, generally around or slightly above current consensus for revenue.
• Cognyte (CGNT):
  • Issued positive FY27 non-GAAP earnings guidance, expecting $0.47 per share, above the $0.37 consensus.
  • Revenue guidance of $434.56 million to $461.44 million.
• MillerKnoll, Inc. (MLKN):
  • Provided negative Q4 guidance, expecting earnings of $0.49-$0.55 per share, below the $0.64 consensus.
  • Revenue guidance of $955.0 million to $995.0 million.
• Other Guidance:
  • Winnebago (WGO) Reaffirms.
  • H.B. Fuller (FUL) Raises Guidance, but Earnings In-line.
  • Navan (NAVN) Sees Revenue Above Estimates.
  • Karman Space & Defense (KRMN) Raises Guidance.
  • Paychex (PAYX) Reaffirms.
  • Cintas (CTAS) Raises Guidance, but Earnings In-line.
  • Enerpac Tool (EPAC) Narrows Guidance.
  • QT Imaging (QTI) Reaffirms.
• Upcoming Earnings:
  • Veritone (VERI) is expected to beat estimates, reporting March 26, 2026.

Top Surprises:

• Positive Surprise:
  • Navan (NAVN): Beat Q4 earnings expectations, reporting $0.02 per share profit vs a $0.13 loss consensus. Also beat on revenue.
• Negative Surprise:
  • WidePoint (WYY): Missed Q4 consensus earnings significantly, reporting a $0.09 loss per share vs a $0.01 loss consensus.