Earnings Whispers - August 4, 2025

Summary for Monday, August 4, 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

Palantir Technologies Beat Expectations

Logo for Palantir Technologies Inc.Palantir Technologies (PLTR) reported earnings of $0.16 per share on revenue of $1.00 billion for the second quarter ended June 2025. The consensus earnings estimate was $0.14 per share on revenue of $938.34 million. The Earnings Whisper number was $0.15 per share. The company beat expectations by 6.67% while revenue grew 48.01% on a year-over-year basis.

The company said it expects third quarter revenue of $1.083 billion to $1.087 billion and 2025 revenue of $4.142 billion to $4.150 billion. The company's previous guidance was 2025revenue of $3.89 billion to $3.902 billion. The current consensus revenue estimate is $988.10 million for the quarter ending September 30, 2025 and revenue of $3.92 billion for the year ending December 31, 2025.

“This was a phenomenal quarter. We continue to see the astonishing impact of AI leverage. Our Rule of 40 score was 94%, once again obliterating the metric. Year-over-year growth in our U.S. business surged to 68%, and year-over-year growth in U.S. commercial climbed to 93%. We are guiding to the highest sequential quarterly revenue growth in our company’s history, representing 50% year-over-year growth,” said Alex C. Karp, Co-Founder and Chief Executive Officer of Palantir Technologies.

Palantir Technologies Inc. is a software company that builds enterprise data platforms for use by organizations with complex and sensitive data environments.

Chart for Palantir Technologies Inc.

Positive Guidance

Helios Technologies Guides Above Estimates

Logo for Helios Technologies, Inc.Helios Technologies, Inc. (HLIO) said it expects third quarter earnings of $0.60 to $0.68 per share on revenue of $208.0 million to $215.0 million and 2025 earnings of $2.30 to $2.50 per share on revenue of $810.0 million to $830.0 million. The current consensus estimate is earnings of $0.50 per share on revenue of $198.90 million for the quarter ending September 30, 2025 and earnings of $1.90 per share on revenue of $789.40 million for the year ending December 31, 2025.

Helios Technologies is a global leader in highly engineered motion control and electronic controls technology for diverse end markets, including construction, material handling, agriculture, energy, recreational vehicles, marine and health and wellness.

Chart for Helios Technologies, Inc.

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Negative Guidance

Medifast Guides Below Estimates

Logo for Medifast, Inc.Medifast, Inc. (MED) said it expects third quarter results to range from a loss of $0.60 per share to break-even on revenue of $70.0 million to $90.0 million. The current consensus earnings estimate is $0.06 per share on revenue of $98.00 million for the quarter ending September 30, 2025.

Medifast Inc is engaged in the productions, distributions, and sales of weight loss and weight management products and other consumable health and diet products. Its product lines include weight loss and management, meal replacement, and vitamins.

Chart for Medifast, Inc.

Other Top Guidance Announcements

INSPInspire Medical Systems Lowers Guidance
ICHRIchor Guides In-line
OPADOfferpad Sees Revenue Below Estimates
NVTSNavitas Semiconductor Sees Revenue Below Estimates
SESSES AI Reaffirms
PRIMPrimoris Services Raises Guidance
ALGTAllegiant Travel Provides Guidance Below Estimates
BRKRBruker Guides Below Estimates
DORMDorman Products Raises Guidance
STRLSterling Raises Guidance
ONonsemi Guides In-line
BMRNBioMarin Raises Guidance
HSIIHeidrick & Struggles Sees Revenue Above Estimates

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Positive Surprise

Vitesse Energy Beat Consensus Estimates

Logo for Vitesse Energy IncVitesse Energy (VTS) reported earnings of $0.60 per share on revenue of $81.76 million for the second quarter ended June 2025. The consensus earnings estimate was $0.03 per share on revenue of $72.02 million. The company beat consensus estimates by 1,900.00% while revenue grew 22.76% on a year-over-year basis.

Vitesse Energy, Inc. is focused on returning capital to stockholders through owning financial interests as a non-operator in oil and gas wells drilled by leading US operators.

Chart for Vitesse Energy Inc

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Negative Surprise

Ichor Holdings, Missed Consensus Estimates

Logo for Ichor Holdings, Ltd.Ichor Holdings, (ICHR) reported a loss of $0.10 per share on revenue of $240.29 million for the second quarter ended June 2025. The consensus earnings estimate was $0.03 per share on revenue of $235.48 million. The company missed consensus estimates by 433.33% while revenue grew 18.23% on a year-over-year basis.

The company said it expects third quarter earnings of $0.06 to $0.18 per share on revenue of $225.0 million to $245.0 million. The current consensus earnings estimate is $0.11 per share on revenue of $232.90 million for the quarter ending September 30, 2025.

Ichor Holdings, Ltd. is engaged in the design, engineering and manufacturing of critical fluid delivery subsystems for semiconductor capital equipment. Ichor Holdings, Ltd. is based in Fremont, United States.

Chart for Ichor Holdings, Ltd.

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

Advanced Micro Devices is Expected to Beat Estimates

Logo for Advanced Micro Devices, Inc.Advanced Micro Devices (AMD) is confirmed to report earnings on Tuesday, August 5, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $0.49 per share on revenue of $7.41 billion, respresenting 27.0% year-over-year revenue growth, and the Earnings Whisper ® number is $0.51 per share. Investors are 8.4% bullish going into the company's earnings release. Option traders are pricing in a 9.1% move on earnings and the stock has averaged a 5.7% move in recent quarters.

Chart for Advanced Micro Devices, 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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