Earnings Whispers - November 18, 2025

Summary for Monday, November 17, 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

Trip.com Group Limited Beat Expectations

Logo for Trip.com Group Ltd ADRTrip.com Group Limited (TCOM) reported earnings of $3.76 per share on revenue of $2.58 billion for the third quarter ended September 2025. The consensus earnings estimate was $1.26 per share on revenue of $2.54 billion. The Earnings Whisper number was $1.19 per share. The company beat expectations by 215.97% while revenue grew 14.11% on a year-over-year basis.

"Travel demand stayed strong this summer, driven by travelers' enduring passion to explore the world," said James Liang, the Executive Chairman. "We are enhancing every stage of the journey with AI, and our immersive "Taste of China" program is redefining inbound travel experiences. Moving forward, we will continue to push the boundaries of technology and service to shape a smarter, more sustainable future for travel."

Trip.com Group Limited is a leading one-stop travel platform globally, integrating a comprehensive suite of travel products and services and differentiated travel content.

Chart for Trip.com Group Ltd ADR

Positive Guidance

Gorilla Technology Sees 2026 Above Estimates

Logo for Gorilla Technology Group Inc. Gorilla Technology Group Inc. (GRRR) said it continues to expect 2025 revenue of $100.0 million to $110.0 million. The current consensus revenue estimate is $100.08 million for the year ending December 31, 2025. The company also said it expects 2026 revenue of $137.0 million to $200.0 million. The current consensus revenue estimate is $126.10 million for the year ending December 31, 2026.

orilla, headquartered in London U.K., is a global solution provider in security intelligence, network intelligence, business intelligence and IoT technology.

Chart for Gorilla Technology Group Inc.

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Negative Guidance

Arbe Robotics Lowers Guidance

Logo for Arbe Robotics Ltd.Arbe Robotics Ltd. (ARBE) said it expects 2025 revenue of $1.0 million to $1.20 million. The company's previous guidance was revenue of $2.0 million to $5.0 million, and the current consensus revenue estimate is $2.50 million for the year ending December 31, 2025.

Arbe, a global leader in next-generation 4D Imaging Radar Chipset Solutions, is spearheading a radar revolution, enabling truly safe driver-assist systems today while paving the way to full autonomous-driving.

Chart for Arbe Robotics Ltd.

Other Top Guidance Announcements

LFMDLifeMD Guides Below Estimates
YMMFull Truck Alliance Sees Fourth Quarter Above Estimates
XPEVXPeng Sees Revenue Below Estimates
ONTOOnto Innovation Updates Guidance
NOTVInotiv Sees Revenue Above Estimates
SRTAStrata Critical Medical Guides In-line for 2026
BRCBrady Narrows Guidance
CRGOFreightos Sees Fourth Quarter Below Estimates
IIIVi3 Verticals Sees Earnings Below Estimates
EYENational Vision Reaffirms
ARMKAramark Guides In-line
HTHTH World Guides In-line
JHXJames Hardie Raises EBITDA Guidance

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Positive Surprise

Airship AI Beat Consensus Estimates

Logo for Airship AI Holdings IncAirship AI (AISP) reported earnings of $0.15 per share on revenue of $1.18 million for the third quarter ended September 2025. The consensus earnings estimate was $0.02 per share on revenue of $8.30 million. The company beat consensus estimates by 650.00% while revenue fell 58.93% compared to the same quarter a year ago.

Airship AI is an AI-driven video, sensor and data management surveillance platform that improves public safety and operational efficiency for public sector and commercial customers by providing predictive analysis of events before they occur and meaningful intelligence to decision makers.

Chart for Airship AI Holdings Inc

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Negative Surprise

PERPETUA RESRCS Missed Consensus Estimates

Logo for Perpetua Resources CorpPERPETUA RESRCS (PPTA) reported a loss of $0.24 per share on revenue of $0.00 million for the third quarter ended September 2025. The consensus estimate was a loss of $0.01 per share. The company missed consensus estimates by 2,300.00%.

Perpetua Resources Corp., through its wholly owned subsidiaries, is focused on the exploration, site restoration and redevelopment of gold-antimony-silver deposits principally in the Stibnite-Yellow Pine district of central Idaho which are encompassed by the Stibnite Gold Project. Perpetua Resources Corp., formerly known as Midas Gold Corp., is based in BOISE, ID.

Chart for Perpetua Resources Corp

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

Home Depot is Expected to Miss Estimates

Logo for Home Depot, Inc.Home Depot (HD) is confirmed to report earnings on Tuesday, November 18, 2025 at approximately 6:00 AM ET. The consensus earnings estimate is $3.81 per share on revenue of $41.04 billion, respresenting 2.0% year-over-year revenue growth, and the Earnings Whisper ® number is $3.80 per share. Investors are 10.2% bullish going into the company's earnings release. Option traders are pricing in a 5.3% move on earnings and the stock has averaged a 1.5% 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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