Earnings Whispers - September 20, 2025

Most Anticipated Releases for the Week Beginning Monday, September 22, 2025

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A calendar of upcoming earnings releases by time of day and sorted by interest among traders
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Micron Technology is Expected to Beat Estimates

Logo for Micron Technology, Inc.Micron Technology (MU) is confirmed to report earnings on Tuesday, September 23, 2025 at approximately 4:00 PM ET. The consensus earnings estimate is $2.87 per share on revenue of $11.07 billion, representing 42.8% year-over-year revenue growth, and the Earnings Whisper ® number is $2.93 per share. The company's guidance was for earnings of $2.35 to $2.65 per share on revenue of $10.40 billion to $11.00 billion. Investors are bullish going into the company's earnings release with 78.1% expecting a beat. Short interest has increased by 14.5% since the company's last earnings release while the stock has drifted higher by 25.6% from its open following the earnings release to be 57.3% above its 200 day moving average of $103.42. Overall earnings estimates have been revised higher since the company's last earnings release. On Wednesday, September 17, 2025 there was some notable buying of 12,228 contracts of the $280.00 call expiring on Friday, December 19, 2025.

Chart for Micron Technology, Inc.

Costco Wholesale is Expected to Beat Estimates

Logo for Costco Wholesale Corp.Costco Wholesale (COST) is confirmed to report earnings on Thursday, September 25, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $5.81 per share on revenue of $86.14 billion, representing 8.1% year-over-year revenue growth, and the Earnings Whisper ® number is $5.83 per share. Investors are bearish going into the company's earnings release but with 61.5% expecting a beat. Short interest has increased by 10.9% since the company's last earnings release while the stock has drifted lower by 5.1% from its open following the earnings release to be 4.1% below its 200 day moving average of $991.93. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, September 08, 2025 there was some notable buying of 928 contracts of the $1,080.00 call expiring on Friday, October 17, 2025.

Accenture is Expected to Beat Estimates

Logo for Accenture Ltd.Accenture (ACN) is confirmed to report earnings on Thursday, September 25, 2025 at approximately 6:40 AM ET. The consensus earnings estimate is $2.98 per share on revenue of $17.33 billion, representing 5.6% year-over-year revenue growth, and the Earnings Whisper ® number is $3.06 per share. Investors are bearish going into the company's earnings release but with 79.3% expecting a beat. Short interest has increased by 53.4% since the company's last earnings release while the stock has drifted lower by 14.8% from its open following the earnings release to be 23.1% below its 200 day moving average of $311.68. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, September 08, 2025 there was some notable buying of 5,057 contracts of the $225.00 put expiring on Friday, November 21, 2025.

AutoZone is Expected to Beat Estimates

Logo for AutoZone, Inc.AutoZone (AZO) is confirmed to report earnings on Tuesday, September 23, 2025 at approximately 6:55 AM ET. The consensus earnings estimate is $50.52 per share on revenue of $6.23 billion, representing 0.4% year-over-year revenue growth, and the Earnings Whisper ® number is $52.05 per share. Investors are bullish going into the company's earnings release with 56.5% expecting a beat. Short interest has increased by 7.3% since the company's last earnings release while the stock has drifted higher by 10.4% from its open following the earnings release to be 13.7% above its 200 day moving average of $3,639.90. Overall earnings estimates have been revised lower since the company's last earnings release.

CarMax is Expected to Report In-line with Estimates

Logo for CarMax, Inc.CarMax (KMX) is confirmed to report earnings on Thursday, September 25, 2025 at approximately 6:50 AM ET. The consensus earnings estimate is $1.03 per share on revenue of $7.15 billion, representing 1.9% year-over-year revenue growth, and the Earnings Whisper ® number is $1.03 per share. Investors are bullish going into the company's earnings release with 56.3% expecting a beat. Short interest has increased by 15.4% since the company's last earnings release while the stock has drifted lower by 16.8% from its open following the earnings release to be 17.6% below its 200 day moving average of $70.92. Overall earnings estimates are unchanged since the company's last earnings release. On Tuesday, September 16, 2025 there was some notable buying of 2,301 contracts of the $90.00 call expiring on Friday, October 17, 2025.

Cintas is Expected to Beat Estimates

Logo for Cintas CorporationCintas (CTAS) is confirmed to report earnings on Wednesday, September 24, 2025 at approximately 8:30 AM ET. The consensus earnings estimate is $1.19 per share on revenue of $2.69 billion, representing 7.5% year-over-year revenue growth, and the Earnings Whisper ® number is $1.22 per share. Investors are bearish going into the company's earnings release but with 69.2% expecting a beat. Short interest has increased by 44.6% since the company's last earnings release while the stock has drifted lower by 5.4% from its open following the earnings release to be 3.9% below its 200 day moving average of $208.20. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, September 19, 2025 there was some notable buying of 758 contracts of the $200.00 call expiring on Friday, October 17, 2025.

KB Home is Expected to Miss Estimates

Logo for KB HomeKB Home (KBH) is confirmed to report earnings on Wednesday, September 24, 2025 at approximately 4:10 PM ET. The consensus earnings estimate is $3.02 per share on revenue of $1.61 billion, a decline of 8.1% year-over-year, and the Earnings Whisper ® number is $1.47 per share. Investors are bullish going into the company's earnings release with 69.2% expecting a beat. Short interest has increased by 43.4% since the company's last earnings release while the stock has drifted higher by 24.6% from its open following the earnings release to be 6.1% above its 200 day moving average of $60.29. Overall earnings estimates have been revised lower since the company's last earnings release. On Wednesday, September 17, 2025 there was some notable buying of 1,201 contracts of the $45.00 put expiring on Friday, January 15, 2027.

Firefly Aerospace is Scheduled to Report on Monday, September 22, 2025

Logo for Firefly Aerospace after the market closes. The consensus estimate is a loss of $0.41 per share. Investors are bullish going into the company's earnings release with 45.5% expecting a beat.

Uranium Energy is Expected to Miss Estimates

Logo for Uranium Energy CorpUranium Energy (UEC) is confirmed to report earnings on Wednesday, September 24, 2025 at approximately 6:30 AM ET. The consensus estimate is a loss of $0.03 per share on revenue of $17.00 million, and the Earnings Whisper ® number is a loss of $0.04 per share. Investors are bearish going into the company's earnings release but with 100.0% expecting a beat. Short interest has decreased by 0.8% since the company's last earnings release while the stock has drifted higher by 102.8% from its open following the earnings release to be 71.2% above its 200 day moving average of $7.21. Overall earnings estimates have been revised lower since the company's last earnings release. On Thursday, September 11, 2025 there was some notable buying of 9,751 contracts of the $10.00 put expiring on Friday, November 21, 2025.

AAR is Expected to Beat Estimates

Logo for AAR Corp.AAR (AIR) is confirmed to report earnings on Tuesday, September 23, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.98 per share on revenue of $685.74 million, representing 3.6% year-over-year revenue growth, and the Earnings Whisper ® number is $1.01 per share. Investors are bullish going into the company's earnings release with 40.0% expecting a beat. Short interest has increased by 12.4% since the company's last earnings release while the stock has drifted lower by 3.7% from its open following the earnings release to be 13.1% above its 200 day moving average of $66.56. Overall earnings estimates are unchanged since the company's last earnings release.

A list showing logos of companies scheduled to report earnings in the coming week based on expected moves.

LuxExperience B.V is Scheduled to Report on Thursday, September 25, 2025

Logo for LuxExperience B.VLuxExperience B.V (LUXE) is confirmed to report earnings on Thursday, September 25, 2025 at approximately 6:00 AM ET. The consensus estimate is a loss of $0.18 per share on revenue of $642.60 million. Investors are bearish going into the company's earnings release but expect in-line results. The stock has drifted lower by 14.7% from its open following the earnings release. Overall earnings estimates have been revised lower since the company's last earnings release.

Chart for LuxExperience B.V

This earnings season, trade the stocks that are most likely to outperform

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A summary of biggest guidance and earnings surprises, along with the biggests movers for the week.

FedEx Beat Expectations

Logo for FedEx Corp.FedEx (FDX) reported earnings of $3.83 per share on revenue of $22.24 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $3.65 per share on revenue of $21.76 billion. The Earnings Whisper number was $3.63 per share. The company beat expectations by 5.51% while revenue grew 3.08% on a year-over-year basis.

The company said it expects fiscal 2026 earnings of $17.20 to $19.00 per share on revenue of $91.44 billion to $93.20 billion. The current consensus earnings estimate is $18.34 per share on revenue of $89.38 billion for the year ending May 31, 2026.

“Our earnings growth underscores the success of our strategic initiatives, as we are flexing our network and reducing our cost-to-serve, while further enhancing our value proposition and customer experience,” said Raj Subramaniam, FedEx Corp. president and chief executive officer. “Our strategic initiatives, paired with our unique operational data platform from moving 17 million packages through our network daily, position us well to serve our customers in any environment and to create long-term value for our stockholders.”

FedEx Corp provides a portfolio of transportation, e-commerce and business services. It operates in four business: FedEx Express, FedEx Ground, FedEx Freight and FedEx Services.

Chart for FedEx Corp.

General Mills Beat Expectations

Logo for General Mills, Inc.General Mills (GIS) reported earnings of $0.86 per share on revenue of $4.52 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $0.81 per share on revenue of $4.50 billion. The Earnings Whisper number was $0.84 per share. The company beat expectations by 2.38% while revenue fell 6.82% compared to the same quarter a year ago.

The company said it continues to expect fiscal 2026 earnings of $3.56 to $3.88 per share on revenue of $19.29 billion to $19.68 billion. The current consensus earnings estimate is $3.65 per share on revenue of $18.65 billion for the year ending May 31, 2026.

“Our primary goal in fiscal 2026 is to restore organic sales growth by investing in greater value, innovation, and product news for consumers,” said General Mills Chairman and Chief Executive Officer Jeff Harmening. “I’m pleased that we’re seeing the returns we expected on these investments, helping us grow or hold pound share in 8 of our top 10 U.S. categories while continuing to drive strong competitiveness in foodservice and international markets in the first quarter.

General Mills makes food the world loves.

Dave & Buster's Missed Expectations

Logo for Dave & Buster's Entertainment, Inc.Dave & Buster's (PLAY) reported earnings of $0.40 per share on revenue of $557.40 million for the fiscal second quarter ended July 2025. The consensus earnings estimate was $0.88 per share on revenue of $561.95 million. The Earnings Whisper number was $0.85 per share. The company missed expectations by 52.94% while revenue grew 0.05% on a year-over-year basis.

Dave & Buster' Entertainment Inc is an owner and operator of high-volume venues that combine dining and entertainment in North America for both adults and families.

Darden Restaurants Missed Expectations

Logo for Darden Restaurants, Inc.Darden Restaurants (DRI) reported earnings of $1.97 per share on revenue of $3.04 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $2.00 per share on revenue of $3.04 billion. The Earnings Whisper number was $2.02 per share. The company missed expectations by 2.48% while revenue grew 10.44% on a year-over-year basis.

The company said it continues to expect fiscal 2026 earnings of $10.50 to $10.70 per share but now expects revenue of $12.98 billion to $13.10 billion. The company's previous guidance was revenue of $12.92 billion to $13.04 billion and the current consensus earnings estimate is $10.64 per share on revenue of $13.08 billion for the year ending May 31, 2026.

"We had a strong start to the fiscal year with same-restaurant sales and earnings growth that exceeded our expectations," said Darden President & CEO Rick Cardenas. "The strength of our results is a testament to the power of our strategy. Across our portfolio, our restaurant teams remained focused on being brilliant with the basics and, at the Darden level, we continued to leverage our four competitive advantages to position our brands for long-term success. Our winning strategy is enabling us to grow sales and market share, while making meaningful investments in our business and returning capital to our shareholders."

Darden is a restaurant company featuring a portfolio of differentiated brands that include Olive Garden, LongHorn Steakhouse, Yard House, Ruth's Chris Steak House, Cheddar's Scratch Kitchen, The Capital Grille, Seasons 52, Eddie V's, and Bahama Breeze.

Lennar Missed Expectations

Logo for Lennar Corp.Lennar (LEN) reported earnings of $2.00 per share on revenue of $8.81 billion for the fiscal third quarter ended August 2025. The consensus earnings estimate was $2.12 per share on revenue of $9.07 billion. The Earnings Whisper number was $2.33 per share. The company missed expectations by 14.16% while revenue fell 6.43% compared to the same quarter a year ago.

The company said it expects fourth-quarter homebuilding revenue of $8.36 billion to $8.97 billion. The current consensus estimate is for total revenue of $10.23 billion for the quarter ending November 30, 2025.

Lennar Corporation is one of the nation's leading builders of quality homes for all generations. Lennar builds affordable, move-up and active adult homes primarily under the Lennar brand name.



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