Earnings Whispers - September 8, 2025

Summary for Monday, September 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

Casey’s General Stores Beat Expectations

Logo for Casey’s General Stores, Inc.Casey’s General Stores (CASY) reported earnings of $5.77 per share on revenue of $4.57 billion for the . The consensus earnings estimate was $5.01 per share on revenue of $4.55 billion. The Earnings Whisper number was $5.24 per share. The company beat expectations by 10.11% while revenue grew 11.45% on a year-over-year basis.

The company said it continues to expect EBITDA of $1.32 billion to $1.34 billion for the year ending April 30, 2026.

"Casey's delivered an excellent first quarter highlighted by strong sales growth both inside and outside the store,” said Darren Rebelez, Chairman, President and CEO. “Our inside same-store sales were driven by positive traffic growth due to our summer merchandising plan as well as our team's outstanding execution, demonstrating our ability to serve our guests efficiently at a high level. Our fuel team did a tremendous job achieving same-store gallon growth while maintaining a healthy fuel margin. Overall, robust same-store sales combined with operating over 200 more stores than the prior year has led to outstanding financial results across the business."

Casey' General Stores Inc, together with its subsidiaries, operates convenience stores under the Caseys General Store name in 14 Midwestern states. Its stores offers a selection of food, beverage, and tobacco products, as well as other nonfood items.

Chart for Casey’s General Stores, Inc.

Positive Guidance

Planet Labs Raises Guidance

Logo for Planet Labs PBC Planet Labs PBC (PL) said it expects third quarter revenue of $71.0 million to $74.0 million and now expects fiscal 2026 revenue of $281.0 million to $289.0 million. The company's previous guidance was fiscal year revenue of $265.0 million to $280.0 million. The current consensus revenue estimate is $68.62 million for the quarter ending October 31, 2025, and revenue of $272.47 million for the year ending January 31, 2026.

Planet is a leading provider of global, daily satellite imagery and geospatial solutions.

Chart for Planet Labs PBC

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In-line Guidance

AT&T Reaffirms

Logo for AT&T Corp.AT&T Corp. (T) said it continues to expect 2025 earnings of $1.97 to $2.07 per share. The current consensus earnings estimate is $2.05 per share for the year ending December 31, 2025.

AT&T Inc. is a diversified, global leader in telecommunications, media and entertainment, and technology.

Chart for AT&T Corp.

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Positive Surprise

Mission Produce Beat Expectations

Logo for Mission Produce, Inc.Mission Produce (AVO) reported earnings of $0.24 per share on revenue of $357.70 million for the . The consensus earnings estimate was $0.11 per share on revenue of $328.50 million. The Earnings Whisper number was $0.15 per share. The company beat expectations by 60.00% while revenue grew 10.40% on a year-over-year basis.

Mission Produce is the global leader in the worldwide avocado business.

Chart for Mission Produce, Inc.

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

Oracle is Expected to Beat Estimates

Logo for Oracle Corp.Oracle (ORCL) is confirmed to report earnings on Tuesday, September 9, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $1.48 per share on revenue of $15.01 billion, respresenting 12.8% year-over-year revenue growth, and the Earnings Whisper ® number is $1.50 per share. Investors are 27.4% bullish going into the company's earnings release. Option traders are pricing in a 9.8% move on earnings and the stock has averaged a 9.9% move in recent quarters.

Chart for Oracle 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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