Earnings Whispers - August 21, 2025

Summary for Thursday, August 21, 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

Walmart Missed Expectations

Logo for Walmart Inc.Walmart (WMT) reported earnings of $0.68 per share on revenue of $177.40 billion for the fiscal second quarter ended July 2025. The consensus earnings estimate was $0.73 per share on revenue of $175.35 billion. The Earnings Whisper number was $0.75 per share. The company missed expectations by 9.33% while revenue grew 4.76% on a year-over-year basis.

The company said it expects third quarter earnings of $0.58 to $0.60 per share on revenue of $175.95 billion to $177.64 billion and now expects fiscal 2026 earnings of $2.52 to $2.62 per share on revenue of $699.79 billion to $706.54 billion. The company's previous guidance was fiscal year earnings of $2.50 to $2.60 per share on revenue of $694.74 billion to $701.48 billion. The current consensus estimate is earnings of $0.59 per share on revenue of $175.76 billion for the quarter ending October 31, 2025 and earnings of $2.60 per share on revenue of $704.71 billion for the year ending January 31, 2026.

Doug McMillon, President and CEO, said, "The top-line momentum we have in our business comes from how we’re innovating and executing. Connecting with our customers and members through digital experiences is helping to drive our business, and the way we’re deploying AI will make these experiences even better. We’re people-led and tech-powered, and I love how our associates continue to drive change and results for our company.”

Walmart Inc. is a people-led, tech-powered omnichannel retailer helping people save money and live better - anytime and anywhere - in stores, online, and through their mobile devices.

Chart for Walmart Inc.

Positive Guidance

Workday Raises Guidance

Logo for Workday, Inc.Workday, Inc. (WDAY) said it now expects fiscal 2026 subscription revenue of approximately $8.815 billion. The company's previous guidance was subscription revenue of approximately $8.80 billion and the current consensus estimate is for total revenue $9.50 billion for the year ending January 31, 2026.

Workday is a leading provider of enterprise cloud applications for finance and human resources, helping customers adapt and thrive in a changing world.

Chart for Workday, Inc.

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Negative Guidance

Full Truck Alliance Guides Below Estimates

Logo for Full Truck Alliance Co. Ltd.Full Truck Alliance Co. Ltd. (YMM) said it expects third quarter revenue of $427.43 million to $441.36 million. The current consensus revenue estimate is $465.03 million for the quarter ending September 30, 2025.

ull Truck Alliance Co. Ltd. is a leading digital freight platform connecting shippers with truckers to facilitate shipments across distance ranges, cargo weights and types.

Chart for Full Truck Alliance Co. Ltd.

Other Top Guidance Announcements

HOVHovnanian Guides In-line
ZMZoom Raises Guidance
SCSCScanSource Guides In-line
OSISOSI Systems Guides Above Estimates
INTUIntuit Guides Above Estimates
SLQTSelectQuote Guides In-line
CSIQCanadian Solar Lowers Guidance, but Remains In-line with Estimates
ROSTRoss Stores Guides Below Estimates
YSGYatsen Provides Guidance
VNETVNET Reaffirms

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Positive Surprise

LSI Industries Beat Consensus Estimates

Logo for L S I IndustriesLSI Industries (LYTS) reported earnings of $0.26 per share on revenue of $155.07 million for the fiscal fourth quarter ended June 2025. The consensus earnings estimate was $0.17 per share on revenue of $138.68 million. The company beat consensus estimates by 52.94% while revenue grew 20.20% on a year-over-year basis.

The Company manufactures non-residential lighting and display solutions.

Chart for L S I Industries

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Negative Surprise

VNET Group Missed Consensus Estimates

Logo for Vnet Group IncVNET Group (VNET) reported a loss of $0.01 per share on revenue of $339.80 million for the second quarter ended June 2025. The consensus earnings estimate was $0.02 per share on revenue of $321.33 million. The company missed consensus estimates by 150.00% while revenue grew 23.86% on a year-over-year basis.

The company said it continues to expect 2025 revenue of $1.274 billion to $1.302 billion. The current consensus revenue estimate is $1.302 billion for the year ending December 31, 2025.

21Vianet Group Inc is a carrier-neutral internet data center service provider. It provides hosting and related services, managed network services and cloud computing infrastructure services, improving the reliability, security and speed.

Chart for Vnet Group Inc

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

BJ's Wholesale Club is Expected to Beat Estimates

Logo for BJ's Wholesale Club, Inc.BJ's Wholesale Club (BJ) is confirmed to report earnings on Friday, August 22, 2025 at approximately 6:45 AM ET. The consensus earnings estimate is $1.10 per share on revenue of $5.47 billion, respresenting 5.1% year-over-year revenue growth, and the Earnings Whisper ® number is $1.17 per share. Investors are 56.1% bullish going into the company's earnings release. Option traders are pricing in a 8.1% move on earnings and the stock has averaged a 6.9% move in recent quarters.

Chart for BJ's Wholesale Club, 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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