Earnings Whispers - November 14, 2025

Summary for Thursday, November 13, 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

Walt Disney Missed Expectations

Logo for Walt Disney CompanyWalt Disney (DIS) reported earnings of $1.11 per share on revenue of $22.46 billion for the fiscal fourth quarter ended September 2025. The consensus earnings estimate was $1.03 per share on revenue of $22.88 billion. The Earnings Whisper number was $1.12 per share. The company missed expectations by 0.89% while revenue fell 0.49% compared to the same quarter a year ago.

The company said it expects fiscal 2026 earnings of at least $6.52 per share. The current consensus earnings estimate is $6.49 per share for the year ending September 30, 2026.

Walt Disney Co, together with its subsidiaries, is a diversified entertainment company with operations in five business segments: Media Networks, Parks and Resorts, Studio Entertainment, Consumer Products and Interactive.

Chart for Walt Disney Company

Positive Guidance

Ondas Raises Guidance

Logo for Ondas Holdings Inc.Ondas Holdings Inc. (ONDS) said it now expects 2025 revenue of at least $36.0 million. The company's previous guidance was revenue of at least $25.0 million, and the current consensus revenue estimate is $28.1 million for the year ending December 31, 2025.

Ondas Holdings Inc., through its wholly owned subsidiary, Ondas Networks Inc., is a developer of proprietary, software-based wireless broadband technology for large established and emerging industrial markets. The Company’s standards-based, multi-patented, software-defined radio FullMAX platform enables Mission-Critical IoT (MC-IoT) applications by overcoming the bandwidth limitations of today’s legacy private licensed wireless networks. Ondas Networks’ customer end markets include railroads, utilities, oil and gas, transportation, aviation (including drone operators) and government entities whose demands span a wide range of mission critical applications. These markets require reliable, secure broadband communications over large and diverse geographical areas, many of which are within challenging radio frequency environments. Customers use the Company's FullMAX technology to deploy their own private licensed broadband wireless networks. The Company also offers mission-critical entities the option of a managed network service. Ondas Networks’ FullMAX technology supports IEEE 802.16s, the new worldwide standard for private licensed wide area industrial networks.

Chart for Ondas Holdings Inc.

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Negative Guidance

MarineMax Guides Below Estimates

Logo for MarineMax, Inc.MarineMax, Inc. (HZO) said it expects fiscal 2026 non-GAAP earnings of $0.40 to $0.95 per share. The current consensus earnings estimate is $1.80 per share for the year ending September 30, 2026.

MarineMax Inc is a recreational boat dealer in the United States. It is engaged in retail sale, brokerage and service of new and used boats, motors, trailers, marine parts and accessories and offers slip and storage accommodations.

Chart for MarineMax, Inc.

Other Top Guidance Announcements

AEBIAebi Schmidt Reaffirms Above Estimates
ONEWOneWater Marine Sees Earnings Below Estimates
PSFEPaysafe Lowers Guidance
BTMBitcoin Depot Sees Revenue Below Estimates
PETSPetMed Express Guides Below Estimates
XOSXos Reaffirms
SSYSStratasys Reaffirms
AMATApplied Materials Guides In-line
EVLVEvolv Technology Raises Guidance
CSIQCanadian Solar Guides Below Estimates
QMCOQuantum Guides to a Bigger-than-expected Third Quarter Loss
OWLTOwlet Raises Guidance
EPCEdgewell Personal Care Sees Earnings Below Estimates

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Positive Surprise

Spectrum Brands Beat Expectations

Logo for Spectrum Brands Holdings IncSpectrum Brands (SPB) reported earnings of $2.61 per share on revenue of $733.50 million for the fiscal fourth quarter ended September 2025. The consensus earnings estimate was $0.77 per share on revenue of $744.93 million. The Earnings Whisper number was $0.75 per share. The company beat expectations by 248.00% while revenue fell 5.20% compared to the same quarter a year ago.

The company said it expects fiscal 2026 revenue of $2.81 billion to $2.89 billion. The current consensus revenue estimate is $2.83 billion for the year ending September 30, 2026.

Spectrum Brands is a home-essentials company with a mission to make living better at home.

Chart for Spectrum Brands Holdings Inc

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Negative Surprise

GRABAGUN DIGITAL HLD Missed Consensus Estimates

Logo for Grabagun Digital Holdings IncGRABAGUN DIGITAL HLD (PEW) reported a loss of $0.12 per share on revenue of $22.27 million for the third quarter ended September 2025. The consensus earnings estimate was $0.01 per share on revenue of $22.00 million. The company missed consensus estimates by 1,300.00%.

Chart for Grabagun Digital Holdings Inc

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

Quantum Computing is Expected to Report In-line with Estimates

Logo for Quantum Computing IncQuantum Computing (QUBT) is confirmed to report earnings on Friday, November 14, 2025 at approximately 4:05 PM ET. The consensus estimate is a loss of $0.05 per share on revenue of $100.00 thousand, a decline of 1.0% year-over-year, and the Earnings Whisper ® number is a loss of $0.05 per share. Investors are 24.6% bearish going into the company's earnings release. Option traders are pricing in a 19.3% move on earnings and the stock has averaged a 11.8% move in recent quarters.

Chart for Quantum Computing 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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