Earnings Whispers - August 1, 2025

Summary for Thursday, July 31, 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

Apple Beat Expectations

Logo for Apple, Inc.Apple (AAPL) reported earnings of $1.57 per share on revenue of $94.04 billion for the fiscal third quarter ended June 2025. The consensus earnings estimate was $1.42 per share on revenue of $88.53 billion. The Earnings Whisper number was $1.46 per share. The company beat expectations by 7.53% while revenue grew 9.63% on a year-over-year basis.

The company said during its conference call it expects fourth quarter revenue growth in the mid to high single digits, which implies revenue of $98.25 billion to $103.47 billion, and with gross margins of 46% to 47%, it implies earnings of $1.63 to $1.83 per share. The current consensus earnings estimate is $1.61 per share on revenue of $97.85 billion for the quarter ending September 30, 2025.

“Today Apple is proud to report a June quarter revenue record with double-digit growth in iPhone, Mac and Services and growth around the world, in every geographic segment,” said Tim Cook, Apple’s CEO. “At WWDC25, we were excited to introduce a beautiful new software design that extends across all of our platforms, and we announced even more great Apple Intelligence features.”

Apple Inc designs, manufactures, & markets mobile communication & media devices, personal computers, & portable digital music players, & sells a variety of related software, services, accessories, networking solutions, & third-party digital content.

Chart for Apple, Inc.

Positive Guidance

Omnicell Raises Guidance

Logo for Omnicell, Inc.Omnicell, Inc. (OMCL) said it expects third quarter non-GAAP earnings of $0.30 to $0.37 per share on revenue of $290.0 million to $300.0 million. The current consensus earnings estimate is $0.18 per share on revenue of $285.69 million for the quarter ending September 30, 2025. The company said it expects 2025 non-GAAP earnings of $1.40 to $1.65 per share on revenue of $1.13 billion to $1.16 billion. The company's previous guidance was earnings of $1.30 to $1.65 per share on revenue of $1.105 billion to $1.155 billion, and the current consensus earnings estimate is $1.13 per share on revenue of $1.13 billion for the year ending December 31, 2025.

Omnicell, Inc., provides automation & business information solutions to update medication administration process & manage costly medical supplies for operational efficiency & patient safety. Its operating business segments are acute care & non-acute care.

Chart for Omnicell, Inc.

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Negative Guidance

Eastman Chemical Guides Below Estimates

Logo for Eastman Chemical CompanyEastman Chemical Company (EMN) said it expects third quarter earnings of approximately $1.25 per share. The current consensus earnings estimate is $1.83 per share for the quarter ending September 30, 2025.

Eastman Chemical Co is a specialty chemical company which manufactures and sells a portfolio of chemicals, plastics and fibers. It has eleven manufacturing sites in seven countries that supply chemicals, plastics, and fibers products to customers.

Chart for Eastman Chemical Company

Other Top Guidance Announcements

TREELendingTree Reaffirms Above Estimates
WKWorkiva Raises Guidance
PRLBProtolabs Guides Above Estimates
IDCCInterDigital Raises Guidance
ENVXEnovix Sees Revenue Above Estimates
AGCOAGCO Raises Guidance
ALGMAllegro MicroSystems Guides In-line
MIRMirion Raises Guidance
RDDTReddit Sees Revenue Above Estimates
MASMasco Reinstates Guidance Above Estimates
KLACKLA Corporation Guides In-line
ITRIItron Sees Earnings Above Estimates but Guides Revenue Below

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Positive Surprise

Riot Platforms, Inc. Beat Expectations

Logo for Riot Platforms IncRiot Platforms, Inc. (RIOT) reported earnings of $0.57 per share on revenue of $152.99 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.19 per share on revenue of $149.80 million. The Earnings Whisper number was a loss of $0.13 per share. The company beat expectations by 538.46% while revenue grew 118.50% on a year-over-year basis.

Riot's vision is to be the world's leading Bitcoin-driven infrastructure platform.

Chart for Riot Platforms Inc

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Negative Surprise

Xerox Missed Consensus Estimates

Logo for Xerox Corp.Xerox (XRX) reported a loss of $0.64 per share on revenue of $1.58 billion for the second quarter ended June 2025. The consensus earnings estimate was $0.10 per share on revenue of $1.58 billion. The company missed consensus estimates by 740.00% while revenue fell 0.13% compared to the same quarter a year ago.

"Completing the Lexmark acquisition marks an important milestone in the company’s Reinvention, creating a vertically integrated market leader with a broader, differentiated set of workflow and technology solutions for our clients and partners,” said Steve Bandrowczak, chief executive officer at Xerox. “Our second quarter reflects the improved resiliency of financial results afforded by Reinvention. Growth in IT and Digital Solutions helped deliver stable revenue, and a focus on costs preserved profitability amid a volatile operating landscape. In the second half of the year, we’re focused on executing Reinvention through the integration of Lexmark, laying the foundation for growth in revenue, adjusted operating income and free cash flow in 2026.”

Xerox Corporation is engaged in business process and document management solutions. It provides services, technology and expertise to small businesses to large enterprises, to focus on their core business and operate more effectively.

Chart for Xerox Corp.

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

Exxon Mobil is Expected to Beat Estimates

Logo for Exxon Mobil Corp.Exxon Mobil (XOM) is confirmed to report earnings on Friday, August 1, 2025 at approximately 6:30 AM ET. The consensus earnings estimate is $1.49 per share on revenue of $82.84 billion, a decline of 11.0% year-over-year, and the Earnings Whisper ® number is $1.55 per share. Investors are 32.5% bullish going into the company's earnings release. Option traders are pricing in a 3.7% move on earnings and the stock has averaged a 1.3% move in recent quarters.

Chart for Exxon Mobil 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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