Earnings Whispers - October 27, 2025

Summary for Monday, October 27, 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 Missed Expectations

Logo for Celestica IncCelestica (CLS) reported earnings of $1.58 per share on revenue of $3.19 billion for the third quarter ended September 2025. The consensus earnings estimate was $1.47 per share on revenue of $3.00 billion. The Earnings Whisper number was $1.62 per share. The company missed expectations by 2.47% while revenue grew 27.79% on a year-over-year basis.

The company said it expects fourth quarter non-GAAP earnings of $1.65 to $1.81 per share on revenue of $3.325 billion to $3.575 billion. The current consensus earnings estimate is $1.52 per share on revenue of $3.09 billion for the quarter ending December 31, 2025.

“We achieved very strong results in the third quarter, with revenue of $3.19 billion and non-GAAP adjusted EPS* of $1.58, representing growth of 28% and 52%, respectively, each exceeding the high end of our guidance ranges. In the quarter we achieved strong adjusted operating margin* of 7.6%, another high for the company, reflecting the continued strength of our execution.” said Rob Mionis, President and CEO of Celestica.

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

Amkor Technology Guides Above Estimates

Logo for Amkor Technology, Inc.Amkor Technology, Inc. (AMKR) said it expects fourth quarter earnings of $0.38 to $0.48 per share on revenue of $1.775 billion to $1.875 billion. The current consensus earnings estimate is $0.35 per share on revenue of $1.77 billion for the quarter ending December 31, 2025.

Amkor Technology Inc is a provider of outsourced semiconductor packaging and test services. The Company is engaged in developing and commercializing of packaging and test technologies.

Chart for Amkor Technology, Inc.

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Negative Guidance

Pulmonx Guides Below Estimates

Logo for Pulmonx CorporationPulmonx Corporation (LUNG) said it expects fourth quarter revenue of approximately $21.50 million. The current consensus revenue estimate is $23.83 million for the quarter ending December 31, 2025.

Pulmonx Corporation is a global leader in minimally invasive treatments for chronic obstructive pulmonary disease (COPD). Pulmonx’s Zephyr® Endobronchial Valve, Chartis® Pulmonary Assessment System, LungTraX™ Platform, and StratX® Lung Analysis Reports are designed to assess and treat patients with severe emphysema/COPD who despite medical management are still profoundly symptomatic.

Chart for Pulmonx Corporation

Other Top Guidance Announcements

NUENucor Provides Guidance
CFLTConfluent Guides Fourth Quarter In-line with Estimates
WHRWhirlpool Narrows Guidance Above Estimates
NXPINXP Semiconductors Guides In-line
RMBSRambus Guides In-line
UHSUniversal Health Services Raises Guidance
BMRNBioMarin Provides Earnings Guidance Below Estimates
KRCKilroy Realty Raises Guidance
LEGLeggett & Platt Narrows Guidance
WELLWelltower Raises Guidance
CRCrane Raises Guidance but Remains In-line with Estimates
CTOSCustom Truck One Source Reaffirms

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Positive Surprise

Whirlpool Beat Expectations

Logo for Whirlpool CorpWhirlpool (WHR) reported earnings of $2.09 per share on revenue of $4.03 billion for the third quarter ended September 2025. The consensus earnings estimate was $1.41 per share on revenue of $3.92 billion. The Earnings Whisper number was a loss of $1.37 per share. The company beat expectations by 252.55% while revenue grew 1.00% on a year-over-year basis.

The company said it expects 2025 earnings of approximately $7.00 per share and continues to expect revenue of approximately $15.80 billion. The company's previous guidance was earnings of $6.00 to $8.00 per share, and the current consensus earnings estimate is $6.37 per share on revenue of $15.48 billion for the year ending December 31, 2025.

Whirlpool is committed to being the best global kitchen and laundry company, in constant pursuit of improving life at home.

Chart for Whirlpool Corp

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Negative Surprise

Custom Truck One Source, Inc. Missed Expectations

Logo for Custom Truck One SourceCustom Truck One Source, Inc. (CTOS) reported a loss of $0.03 per share on revenue of $482.06 million for the third quarter ended September 2025. The consensus estimate was a loss of $0.03 per share on revenue of $486.77 million. The Earnings Whisper number was $0.01 per share. The company missed expectations by 400.00% while revenue grew 7.79% on a year-over-year basis.

The company said it continues to expect 2025 revenue of $1.97 billion to $2.06 billion. The current consensus revenue estimate is $2.00 billion for the year ending December 31, 2025.

Custom Truck One Source, Inc. (NYSE: CTOS) is a leading provider of specialized truck and heavy equipment solutions to the utility, telecommunications, rail and infrastructure markets in North America.

Chart for Custom Truck One Source

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

SoFi is Expected to Beat Estimates

Logo for SoFiSoFi (SOFI) is confirmed to report earnings on Tuesday, October 28, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.09 per share on revenue of $886.23 million, respresenting 27.1% year-over-year revenue growth, and the Earnings Whisper ® number is $0.10 per share. Investors are 28.1% bearish going into the company's earnings release. Option traders are pricing in a 12.6% move on earnings and the stock has averaged a 5.9% move in recent quarters.

Chart for SoFi

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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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