Earnings Whispers - October 24, 2025

Summary for Thursday, October 23, 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

Intel Beat Expectations

Logo for Intel CorpIntel (INTC) reported earnings of $0.23 per share on revenue of $13.65 billion for the third quarter ended September 2025. The consensus earnings estimate was $0.02 per share on revenue of $13.11 billion. The Earnings Whisper number was $0.03 per share. The company beat expectations by 666.67% while revenue grew 2.78% on a year-over-year basis.

The company said it expects fourth quarter non-GAAP earnings of approximately $0.08 per share on revenue of $12.80 billion to $13.80 billion. The current consensus earnings estimate is $0.07 per share on revenue of $13.40 billion for the quarter ending December 31, 2025.

“Our Q3 results reflect improved execution and steady progress against our strategic priorities,” said Lip-Bu Tan, Intel CEO. “AI is accelerating demand for compute and creating attractive opportunities across our portfolio, including our core x86 platforms, new efforts in purpose-built ASICs and accelerators, and foundry services. Intel’s industry-leading CPUs and ecosystem, along with our unique U.S.-based leading-edge logic manufacturing and R&D, position us well to capitalize on these trends over time.”

Intel Corporation is a semiconductor chip maker. It develops integrated digital technology products like integrated circuits, for industries such as computing and communications.

Chart for Intel Corp

Positive Guidance

Community Health Systems Guides to a Profit

Logo for Community Health Systems, Inc.Community Health Systems, Inc. (CYH) said it expects 2025 earnings of $0.80 to $0.90 per share on revenue of $12.40 billion to $12.60 billion. The company's previous guidance was a loss of $0.40 to $0.10 per share on revenue of $12.30 billion to $12.60 billion, and the current consensus estimate is a loss of $0.34 per share on revenue of $12.45 billion for the year ending December 31, 2025.

Community Health Systems Inc provides healthcare services through the hospitals that it owns and operates in non-urban and selected urban markets throughout the United States.

Chart for Community Health Systems, Inc.

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Negative Guidance

Mohawk Industries Guides Below Estimates

Logo for Mohawk Industries Inc.Mohawk Industries Inc. (MHK) said it expects fourth quarter earnings of $1.90 to $2.00 per share. The current consensus earnings estimate is $2.14 per share for the quarter ending December 31, 2025.

Mohawk Industries Inc is a flooring manufacturer that creates products to enhance residential and commercial spaces around the world. The Company' segments are: the Carpet segment, the Ceramic segment and the Laminate and Wood segment.

Chart for Mohawk Industries Inc.

Other Top Guidance Announcements

AALAmerican Airlines Guides Above Estimates
KNKnowles Guides In-line
MXLMaxLinear Sees Revenue Above Estimates
FCNFTI Consulting Raises Earnings Guidance
SLMSallie Mae Raises Guidance
WSTWest Raises Guidance
PINEAlpine Income Property Trust Raises Guidance
SMCISupermicro Updates Guidance
XPROExpro Group Lowers Revenue Guidance
SAMBoston Beer Raises Guidance, but Remains In-line with Estimates
POOLPool Reaffirms
TPHTri Pointe Homes Sees Fourth Quarter Below Estimates

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Positive Surprise

Stora Enso Oyj Beat Consensus Estimates

Logo for Stora Enso Oyj ADRStora Enso Oyj (SEOAY) reported earnings of $0.30 per share on revenue of $2.67 billion for the third quarter ended September 2025. The consensus earnings estimate was $0.08 per share. The company beat consensus estimates by 275.00% while revenue grew 7.39% on a year-over-year basis.

Stora Enso Oyj is the provider of renewable solutions in packaging, biomaterials, wood and paper.

Chart for Stora Enso Oyj ADR

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Negative Surprise

Eagle Bancorp Missed Consensus Estimates

Logo for Eagle Bancorp IncEagle Bancorp (EGBN) reported a loss of $2.22 per share on revenue of $152.60 million for the third quarter ended September 2025. The consensus estimate was a loss of $0.30 per share on revenue of $75.71 million. The company missed consensus estimates by 640.00% while revenue fell 15.58% compared to the same quarter a year ago.

Eagle Bancorp Inc, through EagleBank, provides commercial banking services to its business & professional clients & full service consumer banking services to individuals & working. It also offers online banking, mobile banking & a remote deposit service.

Chart for Eagle Bancorp Inc

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

Procter & Gamble is Expected to Beat Estimates

Logo for Procter & Gamble Co.Procter & Gamble (PG) is confirmed to report earnings on Friday, October 24, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $1.90 per share on revenue of $22.20 billion, respresenting 2.1% year-over-year revenue growth, and the Earnings Whisper ® number is $1.91 per share. Investors are 35.6% bearish going into the company's earnings release. Option traders are pricing in a 3.9% move on earnings and the stock has averaged a 2.0% move in recent quarters.

Chart for Procter & Gamble Co.

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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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