Earnings Whispers - December 9, 2025

Summary for Monday, December 8, 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

Toll Brothers Missed Expectations

Logo for Toll Brothers IncToll Brothers (TOL) reported earnings of $4.58 per share on revenue of $3.42 billion for the fiscal fourth quarter ended October 2025. The consensus earnings estimate was $4.87 per share on revenue of $3.32 billion. The Earnings Whisper number was $4.95 per share. The company missed expectations by 7.47% while revenue grew 2.70% on a year-over-year basis.

The company said it expects first quarter revenue of $1.77 billion to $1.89 billion and fiscal revenue of $9.99 billion to $10.59 billion. The current consensus revenue estimate is $1.87 billion for the quarter ending January 31, 2026 and revenue of $11.01 billion for the year ending October 31, 2026.

Toll Brothers Inc designs, builds, markets and arranges financing for single-family detached and attached homes in luxury residential communities.

Chart for Toll Brothers Inc

Positive Guidance

Ooma Guides Above Estimates

Logo for Ooma, Inc.Ooma, Inc. (OOMA) said it expects fourth quarter non-GAAP earnings of $0.30 to $0.32 per share on revenue of $71.30 million to $71.90 million. The current consensus earnings estimate is $0.23 per share on revenue of $69.09 million for the quarter ending January 31, 2026.

Ooma creates powerful connected experiences for businesses and consumers, delivered from its smart cloud-based SaaS platform.

Chart for Ooma, Inc.

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Negative Guidance

Compass Minerals Sees Revenue Below Estimates

Logo for Compass Minerals International IncCompass Minerals International Inc (CMP) said it expects fiscal 2026 revenue of $1.145 billion to $1.24 billion. The current consensus revenue estimate is 1.31 billion for the year ending September 30, 2026.

Compass Minerals International Inc is a producer of minerals, including salt, sulfate of potash specialty fertilizer (‘SOP’) and magnesium chloride. It operates 12 production and packaging facilities.

Chart for Compass Minerals International Inc

Other Top Guidance Announcements

PEPPepsiCo Sees 2026 Above Estimates
PHRPhreesia Narrows Fiscal 2026 Guidance, but Sees 2027 Above Estimates
KMIKinder Morgan Sees 2026 Above Estimates
GPKGraphic Packaging Lowers Guidance, but Remains In-line with Estimates
BYRNByrna Technologies Sees Revenue Above Estimates
TAT&T Reaffirms
KMDAKamada Reaffirms

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Positive Surprise

Mama’s Creations, Inc. Beat Consensus Estimates

Logo for Mama's Creations IncMama’s Creations, Inc. (MAMA) reported earnings of $0.03 per share on revenue of $47.27 million for the fiscal third quarter ended October 2025. The consensus estimate was a loss of $0.01 per share on revenue of $43.50 million. The company beat consensus estimates by 400.00% while revenue grew 49.95% on a year-over-year basis.

Mama’s Creations, Inc. is a leading marketer and manufacturer of fresh deli prepared foods, found in over 8,400 grocery, mass, club and convenience stores nationally.

Chart for Mama's Creations Inc

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Negative Surprise

Virco Manufacturing Missed Consensus Estimates

Logo for Virco MFG CorpVirco Manufacturing (VIRC) reported a loss of $0.08 per share on revenue of $47.64 million for the fiscal third quarter ended October 2025. The consensus earnings estimate was $0.47 per share on revenue of $263.10 million. The company missed consensus estimates by 117.02% while revenue fell 42.34% compared to the same quarter a year ago.

Virco Manufacturing Corp manufactures an assortment of products, including mobile tables, mobile storage equipment, desks, computer furniture, chairs, activity tables, folding chairs and folding tables.

Chart for Virco MFG Corp

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

GameStop is Scheduled to Report on Tuesday, December 9, 2025

Logo for GameStop Corp.GameStop (GME) is confirmed to report earnings on Tuesday, December 9, 2025 at approximately 4:00 PM ET. on revenue of $800.00 million, a decline of 7.0% year-over-year. Option traders are pricing in a 9.0% move on earnings and the stock has averaged a 13.2% move in recent quarters.

Chart for GameStop Corp.

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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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