Earnings Whispers - November 1, 2025

Summary for Friday, October 31, 2025

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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

Exxon Mobil Beat Expectations

Logo for Exxon Mobil CorpExxon Mobil (XOM) reported earnings of $1.88 per share on revenue of $85.29 billion for the third quarter ended September 2025. The consensus earnings estimate was $1.81 per share on revenue of $86.75 billion. The Earnings Whisper number was $1.87 per share. The company beat expectations by 0.53% while revenue fell 5.25% compared to the same quarter a year ago.

“ExxonMobil had a strong third quarter, continuing to demonstrate that we are truly in a league of our own,” said Darren Woods, ExxonMobil chairman and chief executive officer.

Exxon Mobil Corporation is engaged in energy, involving exploration for, and production of, crude oil and natural gas, manufacture of petroleum products and transportation and sale of crude oil, natural gas and petroleum products.

Chart for Exxon Mobil Corp

Positive Guidance

Xenia Hotels & Resorts Narrows Guidance Above Estimates

Logo for Xenia Hotels & Resorts Inc.Xenia Hotels & Resorts Inc. (XHR) said it expects 2025 funds from operations of $1.68 to $1.76 per share. The company's previous guidance was FFO of $1.66 to $1.80 per share, and the current consensus FFO estimate is $1.66 per share for the year ending December 31, 2025.

Xenia Hotels & Resorts, Inc. is a self-advised and self-administered REIT that invests in uniquely positioned luxury and upper upscale hotels and resorts with a focus on the top 25 U.S. lodging markets as well as key leisure destinations in the United States.

Chart for Xenia Hotels & Resorts Inc.

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Negative Guidance

Newell Brands Guides Below Estimates

Logo for Newell Brands Inc.Newell Brands Inc. (NWL) said it expects fourth quarter earnings of $0.16 to $0.20 per share on revenue of $1.87 billion to $1.93 billion. The current consensus earnings estimate is $0.26 per share on revenue of $1.98 billion for the quarter ending December 31, 2025.

Newell Brands is a leading global consumer goods company with a strong portfolio of well-known brands.

Chart for Newell Brands Inc.

Other Top Guidance Announcements

PRLBProto Labs Guides In-line
APOGApogee Enterprises Reaffirms
CHDChurch & Dwight Guides Below Estimates
CNICN Reaffirms
CBOECboe Global Markets Raises Guidance
BFLYButterfly Network Reaffirms
AGCOAGCO Guides to High-end of Range
SMPStandard Motor Products Broadens Guidance
PORPortland General Electric Reaffirms
DDominion Energy Narrows Guidance
MGAMagna Raises Guidance, but Remains In-line with Estimates
SXTSensient Technologies Reaffirms
FRTFederal Realty Investment Trust Lowers Guidance

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Positive Surprise

Madison Square Garden Sports Beat Consensus Estimates

Logo for Madison Square Garden Sports CorpMadison Square Garden Sports (MSGS) reported a loss of $0.37 per share on revenue of $39.45 million for the fiscal first quarter ended September 2025. The consensus estimate was a loss of $1.04 per share on revenue of $40.82 million. The company beat consensus estimates by 64.42% while revenue fell 25.99% compared to the same quarter a year ago.

Madison Square Garden Sports Corp. is a leading professional sports company.

Chart for Madison Square Garden Sports Corp

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Negative Surprise

Spirit AeroSystems Missed Consensus Estimates

Logo for Spirit Aerosystems HoldingsSpirit AeroSystems (SPR) reported a loss of $4.87 per share on revenue of $1.59 billion for the third quarter ended September 2025. The consensus estimate was a loss of $0.37 per share on revenue of $1.89 billion. The company missed consensus estimates by 1,216.22%.

Spirit AeroSystems Holdings Inc is a non-OEM aircraft parts designer and manufacturer of commercial aerostructures. It also supplies aerostructures to Airbus.

Chart for Spirit Aerosystems Holdings

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

Palantir Technologies is Expected to Beat Estimates

Logo for Palantir Technologies Inc.Palantir Technologies (PLTR) is confirmed to report earnings on Monday, November 3, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.17 per share on revenue of $1.09 billion, respresenting 50.2% year-over-year revenue growth, and the Earnings Whisper ® number is $0.19 per share. Investors are 34.0% bullish going into the company's earnings release. Option traders are pricing in a 10.6% move on earnings and the stock has averaged a 15.5% move in recent quarters.

Chart for Palantir Technologies 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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