Earnings Whispers - September 19, 2025

Summary for Thursday, September 18, 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

FedEx Beat Expectations

Logo for FedEx Corp.FedEx (FDX) reported earnings of $3.83 per share on revenue of $22.24 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $3.65 per share on revenue of $21.76 billion. The Earnings Whisper number was $3.63 per share. The company beat expectations by 5.51% while revenue grew 3.08% on a year-over-year basis.

The company said it expects fiscal 2026 earnings of $17.20 to $19.00 per share on revenue of $91.44 billion to $93.20 billion. The current consensus earnings estimate is $18.34 per share on revenue of $89.38 billion for the year ending May 31, 2026.

“Our earnings growth underscores the success of our strategic initiatives, as we are flexing our network and reducing our cost-to-serve, while further enhancing our value proposition and customer experience,” said Raj Subramaniam, FedEx Corp. president and chief executive officer. “Our strategic initiatives, paired with our unique operational data platform from moving 17 million packages through our network daily, position us well to serve our customers in any environment and to create long-term value for our stockholders.”

FedEx Corp provides a portfolio of transportation, e-commerce and business services. It operates in four business: FedEx Express, FedEx Ground, FedEx Freight and FedEx Services.

Chart for FedEx Corp.

Positive Guidance

Amer Sports Raises Guidance

Logo for Amer Sports, Inc. Amer Sports, Inc. (AS) said it expects third quarter revenue of approximately $1.72 billion. The company's previous guidance was revenue of approximately $1.625 billion and the current consensus revenue estimate is $1.63 billion for the quarter ending September 30, 2025.

Amer Sports is a global group of iconic sports and outdoor brands, including Arc’teryx, Salomon, Wilson, Peak Performance, and Atomic.

Chart for Amer Sports, Inc.

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Negative Guidance

Lennar Sees Revenue Below Estimates

Logo for Lennar Corp.Lennar Corp. (LEN) said it expects fourth-quarter homebuilding revenue of $8.36 billion to $8.97 billion. The current consensus estimate is for total revenue of $10.23 billion for the quarter ending November 30, 2025.

Lennar Corporation is one of the nation's leading builders of quality homes for all generations. Lennar builds affordable, move-up and active adult homes primarily under the Lennar brand name.

Chart for Lennar Corp.

Other Top Guidance Announcements

BRFHBarfresh Raises Guidance with Acquisition
DDDuPont Updates Guidance with Divestiture
FDSFactSet Guides Below Estimates
SCHLScholastic Reaffirms
DRIDarden Raises Revenue Guidance to be In-line with Estimates
INTUIntuit Reaffirms

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Positive Surprise

Research Solutions Beat Consensus Estimates

Logo for Research Solutions, Inc.Research Solutions (RSSS) reported earnings of $0.07 per share on revenue of $12.44 million for the fiscal fourth quarter ended June 2025. The consensus earnings estimate was $0.02 per share on revenue of $12.39 million. The company beat consensus estimates by 250.00% while revenue grew 2.51% on a year-over-year basis.

Research Solutions, Inc. provides cloud-based technologies to streamline the process of obtaining, managing, and creating intellectual property.

Chart for Research Solutions, Inc.

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Negative Surprise

Scholastic Missed Consensus Estimates

Logo for Scholastic Corp.Scholastic (SCHL) reported a loss of $2.52 per share on revenue of $225.60 million for the fiscal first quarter ended August 2025. The consensus estimate was a loss of $2.44 per share on revenue of $238.91 million. The company missed consensus estimates by 3.28% while revenue fell 4.89% compared to the same quarter a year ago.

The company said it continues to expect fiscal 2026 revenue of $1.66 billion to $1.69 billion. The current consensus revenue estimate is $1.66 billion for the year ending May 31, 2026.

Scholastic Corp is a children’s publishing, education and media company. The Company also provides educational technology products and related services and children’s media.

Chart for Scholastic Corp.

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

MoneyHero Limited is Scheduled to Report on Friday, September 19, 2025

Logo for MoneyHero LimitedMoneyHero Limited (MNY) is confirmed to report earnings on Friday, September 19, 2025 at approximately 7:00 AM ET. The consensus estimate is a loss of $0.02 per share on revenue of $19.92 million, a decline of 3.6% year-over-year. Investors are 3.8% bearish going into the company's earnings release. Option traders are pricing in a 29.5% move on earnings and the stock has averaged a 8.6% move in recent quarters.

Chart for MoneyHero Limited

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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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