Earnings Whispers - October 31, 2025

Summary for Thursday, October 30, 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

Amazon.com Beat Expectations

Logo for Amazon.com IncAmazon.com (AMZN) reported earnings of $1.95 per share on revenue of $180.17 billion for the third quarter ended September 2025. The consensus earnings estimate was $1.58 per share on revenue of $177.96 billion. The Earnings Whisper number was $1.74 per share. The company beat expectations by 12.07% while revenue grew 13.40% on a year-over-year basis.

The company said it expects fourth quarter revenue of $206.0 billion to $213.0 billion. The current consensus revenue estimate is $208.15 billion for the quarter ending December 31, 2025.

“We continue to see strong momentum and growth across Amazon as AI drives meaningful improvements in every corner of our business,” said Andy Jassy, President and CEO, Amazon. “AWS is growing at a pace we haven’t seen since 2022, re-accelerating to 20.2% YoY. We continue to see strong demand in AI and core infrastructure, and we’ve been focused on accelerating capacity – adding more than 3.8 gigawatts in the past 12 months. In Stores, we continue to realize the benefits of innovating in our fulfillment network, and we’re on track to deliver to Prime members at the fastest speeds ever again this year, expand same-day delivery of perishable groceries to over 2,300 communities by end of year, and double the number of rural communities with access to Amazon’s Same-Day and Next-Day Delivery.”

Amazon.com Inc is an online retailer. The Company sells its products through the website which provides services, such as advertising services and co-branded credit card agreements. It also offers electronic devices like Kindle e-readers and Fire tablets.

Chart for Amazon.com Inc

Positive Guidance

Rocket Companies Guides Above Estimates

Logo for Rocket Companies, Inc.Rocket Companies, Inc. (RKT) said it expects fourth quarter revenue of $2.10 billion to $2.30 billion. The current consensus revenue estimate is $1.90 billion for the quarter ending December 31, 2025.

Rocket Companies helps clients achieve the dream of home ownership and financial freedom through industry-leading client experiences powered by its simple, fast and trusted digital solutions.

Chart for Rocket Companies, Inc.

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Negative Guidance

Wabash National Guides Below Estimates

Logo for Wabash National Corp.Wabash National Corp. (WNC) said it expects a 2025 loss of approximately $2.00 per share on revenue of approximately $1.50 billion. The current consensus estimate is a loss of $1.53 per share on revenue of $1.58 billion for the year ending December 31, 2025.

Wabash National Corp designs, manufactures and markets standard and customized truck and tank trailers and related transportation equipment.

Chart for Wabash National Corp.

Other Top Guidance Announcements

ITRIItron Provides Mixed Guidance
IDCCInterDigital Sees Fourth Quarter Below Estimates
OMCLOmnicell Sees Revenue Above Estimates
BAXBaxter Guides Below Estimates
WDCWestern Digital Guides Above Estimates
SNDRSchneider National Guides Lower
ALGMAllegro MicroSystems Sees Revenue Above Estimates
TRNTrinity Industries Raises Guidance
INDVIndivior Raises Guidance
COLMColumbia Sportswear Guides Below Estimates
ENTGEntegris Sees Earnings Below Estimates
IARTIntegra LifeSciences Guides Below Estimates
TREELendingTree Guides Above Estimates

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Positive Surprise

MicroStrategy Beat Consensus Estimates

Logo for Strategy IncMicroStrategy (MSTR) reported earnings of $8.42 per share on revenue of $128.69 million for the third quarter ended September 2025. The consensus estimate was a loss of $0.11 per share on revenue of $118.20 million. The company beat consensus estimates by 7,754.55% while revenue grew 10.87% on a year-over-year basis.

MicroStrategy Inc is a provider of enterprise-ready analytics, mobile, and security software platforms. The Company provides system-of-record reporting and interactive visualization capabilities offered on any device or in the cloud.

Chart for Strategy Inc

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Negative Surprise

Westlake Chemical Missed Expectations

Logo for Westlake CorpWestlake Chemical (WLK) reported a loss of $0.29 per share on revenue of $2.84 billion for the third quarter ended September 2025. The consensus earnings estimate was $0.18 per share on revenue of $2.94 billion. The Earnings Whisper number was $0.15 per share. The company missed expectations by 293.33% while revenue fell 8.95% compared to the same quarter a year ago.

Westlake Chemical Corp is a manufacturer and marketer of basic chemicals, vinyls, polymers and fabricated products. The Company operates in two principal business segments, Olefins and Vinyls.

Chart for Westlake 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, October 31, 2025 at approximately 6:30 AM ET. The consensus earnings estimate is $1.81 per share on revenue of $86.75 billion, a decline of 3.6% year-over-year, and the Earnings Whisper ® number is $1.87 per share. Investors are 20.7% bullish going into the company's earnings release. Option traders are pricing in a 4.0% move on earnings and the stock has averaged a 1.5% 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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