Earnings Whispers - September 12, 2025

Summary for Thursday, September 11, 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

Adobe Beat Expectations

Logo for Adobe Inc.Adobe (ADBE) reported earnings of $5.31 per share on revenue of $5.99 billion for the fiscal third quarter ended August 2025. The consensus earnings estimate was $5.18 per share on revenue of $5.90 billion. The Earnings Whisper number was $5.25 per share. The company beat expectations by 1.14% while revenue grew 10.72% on a year-over-year basis.

The company said it expects fourth quarter non-GAAP earnings of $5.35 to $5.40 per share on revenue of $6.075 billion to $6.125 billion. The current consensus earnings estimate is $5.30 per share on revenue of $6.07 billion for the quarter ending November 30, 2025.

“Adobe is the leader in the AI creative applications category with AI-influenced ARR surpassing $5 billion and AI-first ARR already exceeding our $250 million year-end target,” said Shantanu Narayen, chair and CEO, Adobe. “Given our customer strategy, AI product innovation and strong go-to-market execution, we’re pleased to once again raise our FY25 total revenue and EPS targets.”

Adobe is changing the world through personalized digital experiences.

Chart for Adobe Inc.

Positive Guidance

Kestra Medical Technologies Raises Guidance

Logo for Kestra Medical Technologies, Ltd.Kestra Medical Technologies, Ltd. (KMTS) said it expects fiscal 2026 revenue of approximately $88.0 million. The company's previous guidance was revenue of approximately $85.0 million and the current consensus estimate is revenue of $85.11 million for the year ending April 30, 2026.

Kestra Medical Technologies, Ltd. is a commercial-stage wearable medical device and digital healthcare company focused on transforming patient outcomes in cardiovascular disease using monitoring and therapeutic intervention technologies that are intuitive, intelligent, and connected.

Chart for Kestra Medical Technologies, Ltd.

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Negative Guidance

RH Lowers Guidance

Logo for RHRH (RH) said in its shareholder letter it expects third quarter revenue of $876.67 million to $892.91 million and now expects fiscal 2026 revenue of $3.47 billion to $3.53 billion. The company's previous guidance was fiscal year revenue of $3.50 billion to $3.60 billion. The current consensus revenue estimate is $903.82 million for the quarter ending October 31, 2025 and revenue of $3.53 billion for the year ending January 31, 2026.

Restoration Hardware Holdings Inc, together with its subsidiaries, is a luxury home furnishings retailer that provides number of categories including furniture, lighting, textiles, bathware, decor, outdoor and garden, tableware & children’s furnishings.

Chart for RH

Other Top Guidance Announcements

LOVELovesac Narrows Guidance with Revenue Above Estimates
KRKroger Narrows Guidance

$5 Stock Building Nvidia's AI Servers

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Recently announced AI revenue will beat iPhone revenue in 24 months.

They build most of Nvidia's AI servers.

Still under $5.

See Alex Green's urgent alert →

Positive Surprise

Farmer Brothers Beat Consensus Estimates

Logo for Farmer BrothersFarmer Brothers (FARM) reported a loss of $0.02 per share on revenue of $85.14 million for the fiscal fourth quarter ended June 2025. The consensus estimate was a loss of $0.19 per share on revenue of $78.30 million. The company beat consensus estimates by 89.47% while revenue grew 0.88% on a year-over-year basis.

Farmer Bros Co is engaged in roasting, packaging, and distribution of coffee, tea, and culinary products to restaurant chains, hotels, casinos, hospitals, foodservice providers, convenience stores, and gourmet coffee houses.

Chart for Farmer Brothers

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Negative Surprise

Hooker Furniture Missed Consensus Estimates

Logo for Hooker Furnishings CorpHooker Furniture (HOFT) reported a loss of $0.31 per share on revenue of $82.15 million for the fiscal second quarter ended July 2025. The consensus estimate was a loss of $0.12 per share on revenue of $91.21 million. The company missed consensus estimates by 158.33% while revenue fell 13.60% compared to the same quarter a year ago.

Hooker Furniture Corp is a home furnishings marketing, design and logistics company offering residential casegoods and upholstery, as well as domestically-produced custom leather and fabric-upholstered furniture.

Chart for Hooker Furnishings Corp

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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