Earnings Whispers - September 29, 2025

Summary for Monday, September 29, 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

Carnival Beat Expectations

Logo for Carnival Corp.Carnival (CCL) reported earnings of $1.43 per share on revenue of $8.15 billion for the fiscal third quarter ended August 2025. The consensus earnings estimate was $1.32 per share on revenue of $8.05 billion. The Earnings Whisper number was $1.37 per share. The company beat expectations by 4.38% while revenue grew 3.25% on a year-over-year basis.

The company said it expects fourth quarter earnings of approximately $0.23 per share. The current consensus earnings estimate is $0.21 per share for the quarter ending November 30, 2025.

Carnival Corporation & plc is the largest global cruise company, and among the largest leisure travel companies

Chart for Carnival Corp.

In-line Guidance

Progress Software Guides Fourth Quarter In-line

Logo for Progress Software Corp.Progress Software Corp. (PRGS) said it expects fourth quarter non-GAAP earnings of $1.29 to $1.35 per share on revenue of $250.0 million to $256.0 million. The current consensus earnings estimate is $1.32 per share on revenue of $251.1 million for the quarter ending November 30, 2025.

Progress provides software that enables organizations to develop and deploy their mission-critical applications and experiences, as well as effectively manage their data platforms, cloud and IT infrastructure.

Chart for Progress Software Corp.

CenterPoint Energy Raises Guidance but Remains In-line with Estimates

Logo for CenterPoint Energy Inc.CenterPoint Energy Inc. (CNP) said it now expects 2025 earnings of $1.75 to $1.77 per share. The company's previous guidance was earnings of $1.74 to $1.76 per share and the current consensus earnings estimate is $1.75 per share for the year ending December 31, 2025. The company also said it expects 2026 earnings of $1.81 to $1.91 per share. The current consensus earnings estimate is $1.89 per share for the year ending December 31, 2026.

CenterPoint Energy Inc is an electric and natural gas utility serving several markets in the states of Arkansas, Louisiana, Minnesota, Mississippi, Oklahoma, and Texas.

Chart for CenterPoint Energy Inc.

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Positive Surprise

Jefferies Financial Group Beat Consensus Estimates

Logo for Jefferies Financial Group Inc.Jefferies Financial Group (JEF) reported earnings of $1.01 per share on for the fiscal third quarter ended August 2025. The consensus earnings estimate was $0.79 per share on revenue of $1.89 billion. The company beat consensus estimates by 27.85%.

Jefferies Financial Group Inc. is a diversified financial services company engaged in investment banking and capital markets, asset management and direct investing.

Chart for Jefferies Financial Group Inc.

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Negative Surprise

Vail Resorts Missed Consensus Estimates

Logo for Vail Resorts, Inc.Vail Resorts (MTN) reported a loss of $5.08 per share on revenue of $271.29 million for the fiscal fourth quarter ended July 2025. The consensus estimate was a loss of $4.75 per share on revenue of $269.98 million. The company missed consensus estimates by 6.95% while revenue grew 2.22% on a year-over-year basis.

Vail Resorts Inc, through its subsidiaries, is a mountain resort operator. The Company' operations are grouped into three business segments: Mountain, Lodging and Real Estate.

Chart for Vail Resorts, Inc.

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

Nike is Expected to Beat Estimates

Logo for Nike IncNike (NKE) is confirmed to report earnings on Tuesday, September 30, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $0.28 per share on revenue of $10.98 billion, a decline of 5.3% year-over-year, and the Earnings Whisper ® number is $0.32 per share. Investors are 12.4% bearish going into the company's earnings release. Option traders are pricing in a 8.6% move on earnings and the stock has averaged a 9.1% move in recent quarters.

Chart for Nike 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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