Earnings Whispers - July 28, 2025

Summary for Monday, July 28, 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

Celestica Beat Expectations

Logo for Celestica, Inc.Celestica (CLS) reported earnings of $1.39 per share on revenue of $2.89 billion for the second quarter ended June 2025. The consensus earnings estimate was $1.23 per share on revenue of $2.65 billion. The Earnings Whisper number was $1.26 per share. The company beat expectations by 10.32% while revenue grew 20.97% on a year-over-year basis.

The company said it expects third-quarter non-GAAP earnings of $1.37 to $1.53 per share on revenue of $2.875 billion to $3.125 billion. The current consensus earnings estimate is $1.27 per share on revenue of $2.76 billion for the quarter ending September 30, 2025. The company also said it now expects 2025 non-GAAP earnings of approximately $5.50 per share on revenue of approximately $11.55 billion. The company's previous guidance was earnings of approximately $5.00 per share on revenue of $10.85 billion, and the current consensus earnings estimate is $5.01 per share on revenue of $10.91 billion for the year ending December 31, 2025.

"We achieved very strong results in the second quarter, with revenue of $2.89 billion and non-GAAP adjusted EPS* of $1.39, representing growth of 21% and 54%, respectively, each exceeding the high end of our guidance ranges. This performance was bolstered by strong adjusted operating margin* of 7.4%, another new high for the company, demonstrating the strength of our execution,” stated Rob Mionis, President and CEO.

Celestica Inc delivers supply chain solutions to customers in the Communications, Consumer, Diversified (industrial, aerospace & defense, healthcare, solar, semiconductor equipment & other), Servers and Storage end markets.

Chart for Celestica, Inc.

Positive Guidance

Universal Health Services Raises Guidance

Logo for Universal Health Services Inc.Universal Health Services Inc. (UHS) said it expects 2025 earnings of $20.00 to $21.00 per share on revenue of $17.096 billion to $17.312 billion. The company's previous guidance was earnings of $18.45 to $19.95 per share on revenue of $17.02 billion to $17.364 billion and the current consensus earnings estimate is $19.43 per share on revenue of $17.10 billion for the year ending December 31, 2025.

Universal Health Services Inc, through its subsidiaries is engaged in the business of owning and operating acute care hospitals, behavioral health centers, surgical hospitals, ambulatory surgery centers and radiation oncology centers.

Chart for Universal Health Services Inc.

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Negative Guidance

Leslie's Withdraws Guidance

Logo for Leslie's, Inc.Leslie's, Inc. (LESL) said it expects third quarter earnings of $0.19 to $0.21 per share on revenue of approximately $500.0 million. The current consensus earnings estimate is $0.35 per share on revenue of $563.74 million for the quarter ending June 30, 2025. The company also said it is withdrawing its previous guidance for 2025 non-GAAP results to range from a loss of $0.01 per share to earnings of $0.07 per share on revenue of $1.304 billion to $1.370 billion. The current consensus estimate is for a loss of $0.03 per share on revenue of $1.33 billion for the year ending September 30, 2025.

Leslie's is the largest direct-to-consumer brand in the U.S. pool and spa care industry, serving residential, professional, and commercial consumers.

Chart for Leslie's, Inc.

Other Top Guidance Announcements

UCTTUltra Clean Guides In-line
HLITHarmonic Guides Below Estimates
SESSES AI Sees Second Quarter Below Estimates, but Reaffirms for the Year
AMKRAmkor Technology Sees Revenue Above Estimates
NEWTNewtekOne Reaffirms
RMBSRambus Guides In-line
WWDWoodward Raises Guidance
XPERXperi Lowers Guidance
WHRWhirlpool Provides Guidance
KRCKilroy Realty Raises Guidance
CRCrane Raises Guidance but Remains In-line with Estimates
CDNSCadence Raises Guidance

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Positive Surprise

Harmonic Beat Consensus Estimates

Logo for Harmonic, Inc.Harmonic (HLIT) reported earnings of $0.05 per share on revenue of $138.03 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.03 per share on revenue of $130.20 million. The company beat consensus estimates by 266.67% while revenue fell 0.51% compared to the same quarter a year ago.

The company said it expects third quarter non-GAAP earnings of $0.02 to $0.07 per share on revenue of $120.0 million to $135.0 million. The current consensus earnings estimate is $0.09 per share on revenue of $153.77 million for the quarter ending September 30, 2025.

Harmonic Inc designs, manufactures and sells video products and system solutions that enable service providers to efficiently deliver the next generation of broadcast and on-demand services.

Chart for Harmonic, Inc.

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Negative Surprise

Fomento Economico Mexicano S.A Missed Consensus Estimates

Logo for Fomento Economico Mexicano S.A.B. DE C.V. ADRFomento Economico Mexicano S.A (FMX) reported earnings of $0.42 per share on revenue of $10.84 billion for the second quarter ended June 2025. The consensus earnings estimate was $0.91 per share on revenue of $11.18 billion. The company missed consensus estimates by 53.85% while revenue fell 6.04% compared to the same quarter a year ago.

Fomento Economico Mexicano SAB de CV is a holding company. The Company through its holdings produces and distributes soft drinks, operates small-format store & holds investment in Heineken Group.

Chart for Fomento Economico Mexicano S.A.B. DE C.V. ADR

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

UnitedHealth Group is Expected to Miss Estimates

Logo for UnitedHealth Group, Inc.UnitedHealth Group (UNH) is confirmed to report earnings on Tuesday, July 29, 2025 at approximately 5:55 AM ET. The consensus earnings estimate is $4.84 per share on revenue of $111.60 billion, respresenting 12.9% year-over-year revenue growth, and the Earnings Whisper ® number is $4.45 per share. Investors are 53.7% bearish going into the company's earnings release. Option traders are pricing in a 8.2% move on earnings and the stock has averaged a 8.6% move in recent quarters.

Chart for UnitedHealth Group, 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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