Earnings Whispers - August 19, 2025

Summary for Monday, August 18, 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

Palo Alto Networks Beat Expectations

Logo for Palo Alto Networks, Inc.Palo Alto Networks (PANW) reported earnings of $0.95 per share on revenue of $2.54 billion for the fiscal fourth quarter ended July 2025. The consensus earnings estimate was $0.89 per share on revenue of $2.50 billion. The Earnings Whisper number was $0.90 per share. The company beat expectations by 5.56% while revenue grew 15.84% on a year-over-year basis.

The company said it expects first quarter non-GAAP earnings of $0.88 to $0.90 per share on revenue of $2.45 billion to $2.47 billion. The current consensus earnings estimate is $0.91 per share on revenue of $2.44 billion for the quarter ending October 31, 2025. The company said it expects fiscal 2026 non-GAAP earnings of $3.75 to $3.85 per share on revenue of $10.475 billion to $10.525 billion. The current consensus earnings estimate is $3.62 per share on revenue of $10.45 billion for the year ending July 31, 2026.

"Our strong execution in Q4 reflects a fundamental market shift in which customers understand that a fragmented defense is no defense at all against modern threats. They are partnering with us because our platforms are designed to work in concert, creating powerful operational synergies that deliver superior, near real-time outcomes and the efficiency our customers need," said Nikesh Arora, chairman and CEO of Palo Alto Networks. "We exited fiscal year 2025 with an acceleration in RPO, and surpassed the $10 billion revenue run-rate milestone, positioning ourselves well for sustained growth ahead."

Palo Alto Networks is the global cybersecurity leader, committed to making each day safer than the one before with industry-leading, AI-powered solutions in network security, cloud security and security operations.

Chart for Palo Alto Networks, Inc.

Positive Guidance

Fabrinet Sees Earnings Above Estimates

Logo for FabrinetFabrinet (FN) said it expects first-quarter non-GAAP earnings of $2.75 to $2.90 per share on revenue of $910.0 million to $950.0 million. The current consensus earnings estimate is $2.74 per share on revenue of $919.75 million for the quarter ending September 30, 2025.

Fabrinet provides optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of optical communication components, modules and sub-systems, industrial lasers and sensors.

Chart for Fabrinet

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Flexsteel Industries Sees Revenue Above Estimates

Logo for Flexsteel Industries Inc.Flexsteel Industries Inc. (FLXS) said it expects first-quarter revenue of $105.0 million to $110.0 million. The current consensus revenue estimate is $104.1 million for the quarter ending September 30, 2025.



Chart for Flexsteel Industries Inc.

Other Top Guidance Announcements

DGIIDigi International Updates Guidance
BLNKBlink Charging Provides Guidance
RSKDRiskified Narrows Guidance
CRGOFreightos Narrows Guidance
APIAgora Provides Guidance

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Positive Surprise

Workhorse Group Beat Consensus Estimates

Logo for Workhorse GrpWorkhorse Group (WKHS) reported a loss of $1.67 per share on revenue of $5.67 million for the second quarter ended June 2025. The consensus estimate was a loss of $3.98 per share. The company beat consensus estimates by 58.04% while revenue grew 573.40% on a year-over-year basis.

Workhorse is a technology company focused on providing electric vehicles and drones to the last-mile delivery sector.

Chart for Workhorse Grp

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Negative Surprise

Bitdeer Technologies Group Missed Expectations

Logo for Bitdeer Technologies GroupBitdeer Technologies Group (BTDR) reported a loss of $0.76 per share on revenue of $155.58 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.19 per share on revenue of $80.62 million. The Earnings Whisper number was a loss of $0.16 per share. The company missed expectations by 375.00% while revenue grew 56.79% on a year-over-year basis.

Chart for Bitdeer Technologies Group

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

Home Depot is Expected to Beat Estimates

Logo for Home Depot, Inc.Home Depot (HD) is confirmed to report earnings on Tuesday, August 19, 2025 at approximately 6:00 AM ET. The consensus earnings estimate is $4.71 per share on revenue of $45.51 billion, respresenting 5.4% year-over-year revenue growth, and the Earnings Whisper ® number is $4.77 per share. Investors are 33.0% bullish going into the company's earnings release. Option traders are pricing in a 4.2% move on earnings and the stock has averaged a 1.0% move in recent quarters.

Chart for Home Depot, 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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