Earnings Whispers - October 10, 2025

Summary for Thursday, October 9, 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

Applied Digital Reported In-line with Expectations

Logo for Applied Digital CorpApplied Digital (APLD) reported a loss of $0.11 per share on revenue of $64.22 million for the fiscal first quarter ended August 2025. The consensus estimate was a loss of $0.11 per share on revenue of $42.97 million. The Earnings Whisper number was a loss of $0.11 per share. The company reported in-line with expectations while revenue grew 5.79% on a year-over-year basis.

Applied Digital designs, develops and operates next-generation data centers across North America to provide digital infrastructure solutions to the rapidly growing high-performance computing (HPC) industry.

Chart for Applied Digital Corp

Positive Guidance

Delta Air Lines Guides Above Estimates

Logo for Delta Air Lines, Inc.Delta Air Lines, Inc. (DAL) said it expects fourth quarter earnings of $1.60 to $1.90 per share on revenue of $15.87 billion to $16.18 billion. The current consensus earnings estimate is $1.59 per share on revenue of $15.41 billion for the quarter ending December 31, 2025.

Delta Air Lines Inc provides scheduled air transportation for passengers and cargo throughout the United States and around the world. The Company' business segments are airline and refinery.

Chart for Delta Air Lines, Inc.

View All Guidance


Negative Guidance

Arqit Quantum Sees Revenue Below Estimates

Logo for Arqit Quantum Inc.Arqit Quantum Inc. (ARQQ) said it expects fiscal 2025 revenue of $525.0 thousand to $535.0 thousand. The current consensus estimate is revenue of $602.0 thousand for the year ending September 30, 2025.

Arqit?supplies a unique quantum safe encryption Platform-as-a-Service which makes the communications links or data at rest of any networked device or cloud machine secure against current and future forms of attack – even from a quantum computer.

Chart for Arqit Quantum Inc.

Other Top Guidance Announcements

HELEHelen of Troy Sees Third Quarter Below Estimates but Guides In-line for the Year
AMCRAmcor Reaffirms
BYRNByrna Technologies Guides In-line
NEOGNeogen Reaffirms Above Estimates
RACEFerrari Raises Guidance, but Earnings Remain Below Estimates
KIDSOrthoPediatrics Lowers Guidance
INMDInMode Sees Third Quarter Revenue Above Estimates, but Reaffirms for the Year
TSMTSMC Sees Revenue Above Estimates
PEPPepsiCo Reaffirms Above Estimates
LEVILevi Strauss Raises Guidance but Earnings Remain in-line with Estimates
TLRYTilray Reaffirms

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Negative Surprise

Tilray Missed Expectations

Logo for Tilray Brands IncTilray (TLRY) reported breakeven results on revenue of $209.50 million for the fiscal first quarter ended August 2025. The consensus estimate was a loss of $0.03 per share on revenue of $206.83 million. The Earnings Whisper number was $0.01 per share. The company missed expectations by 100.00% while revenue grew 4.73% on a year-over-year basis.

The company said it continues to expect Adjusted EBITDA of $62.0 million to $72.0 million for the fiscal year ending May 31, 2026.

Tilray, Inc. is a leading global cannabis-lifestyle and consumer packaged goods company with operations in Canada, the United States, Europe, Australia, and Latin America that is changing people’s lives for the better – one person at a time – by inspiring and empowering the worldwide community to live their very best life by providing them with products that meet the needs of their mind, body, and soul and invoke a sense of wellbeing.

Chart for Tilray Brands Inc

Helen of Troy Missed Consensus Estimates

Logo for Helen of Troy LtdHelen of Troy (HELE) reported earnings of $0.20 per share on revenue of $431.78 million for the fiscal second quarter ended August 2025. The consensus earnings estimate was $0.34 per share on revenue of $418.83 million. The company missed consensus estimates by 41.18% while revenue fell 8.95% compared to the same quarter a year ago.

The company said it expects third quarter earnings of $1.55 to $1.80 per share on revenue of $491.0 million to $512.0 million and fiscal 2026 earnings of $3.75 to $4.25 per share on revenue of $1.739 billion to $1.780 billion. The current consensus estimate is earnings of $1.82 per share on revenue of $492.27 million for the quarter ending November 30, 2025 and earnings of $3.98 per share on revenue of $1.73 billion for the year ending February 28, 2026.

Helen of Troy Limited is a leading global consumer products company offering creative solutions for its customers through a diversified portfolio of well-recognized and widely-trusted brands, including OXO, Hydro Flask, Vicks, Braun, Honeywell, PUR, Hot Tools, and Drybar.

Chart for Helen of Troy Ltd

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


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