Earnings Whispers - September 25, 2025

Summary for Thursday, September 25, 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

Costco Wholesale Beat Expectations

Logo for Costco Wholesale Corp.Costco Wholesale (COST) reported earnings of $5.87 per share on revenue of $86.16 billion for the fiscal fourth quarter ended August 2025. The consensus earnings estimate was $5.81 per share on revenue of $86.14 billion. The Earnings Whisper number was $5.83 per share. The company beat expectations by 0.69% while revenue grew 8.10% on a year-over-year basis.

Costco Wholesale Corp and its subsidiaries operate membership warehouses. It offers its members low prices on a limited selection of nationally branded and select private-label products in merchandise categories.

Chart for Costco Wholesale Corp.

Positive Guidance

BlackBerry Raises Guidance

Logo for BlackBerry LimitedBlackBerry Limited (BB) said it expects third-quarter non-GAAP earnings of $0.02 to $0.04 per share on revenue of $132.0 million to $140.0 million. The current consensus earnings estimate is $0.03 per share on revenue of $139.00 million for the quarter ending November 30, 2025. The company also said it now expects fiscal 2026 non-GAAP earnings of $0.11 to $0.15 per share on revenue of $519.0 million to $541.0 million. The company's previous guidance was earnings of $0.08 to $0.10 per share on revenue of $508.0 million to $538.0 million, and the current consensus earnings estimate is $0.10 per share on revenue of $525.50 million for the year ending February 28, 2026.

BlackBerry provides intelligent security software and services to enterprises and governments around the world.

Chart for BlackBerry Limited

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Negative Guidance

Concentrix Sees Earnings Below Estimates

Logo for Concentrix CorporationConcentrix Corporation (CNXC) said it expects fourth quarter non-GAAP earnings of $2.85 to $2.96 per share on revenue of $2.525 billion to $2.550 billion. The current consensus earnings estimate is $3.31 per share on revenue of $2.53 billion for the quarter ending November 30, 2025.

Concentrix Corporation (Nasdaq: CNXC), is a leading technology-enabled global business services company specializing in customer engagement and improving business performance for some of the world’s best brands including over 95 Global Fortune 500 clients and over 90 global disruptor clients. Every day, from more than 40 countries and across 6 continents, our staff delivers next generation customer experience and helps companies better connect with their customers. We create better business outcomes and help differentiate our clients through technology, design, data, process, and people. Concentrix provides services to clients in our key industry verticals: technology & consumer electronics; retail, travel & ecommerce; banking, financial services & insurance; healthcare; communications & media; automotive; and energy & public sector.

Chart for Concentrix Corporation

Other Top Guidance Announcements

SNXTD SYNNEX Guides Above Estimates
BGCBGC Group Reaffirms Revenue Outlook
ACNAccenture Guides Earnings In-line with Estimates
JBLJabil Guides Above Estimates

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Positive Surprise

LuxExperience B.V Beat Consensus Estimates

Logo for Luxexperience B.V. ADRLuxExperience B.V (LUXE) reported earnings of $5.30 per share on revenue of $666.94 million for the fiscal fourth quarter ended June 2025. The consensus estimate was a loss of $0.18 per share on revenue of $642.60 million. The company beat consensus estimates by 3,044.44%.

LuxExperience is the leading digital, multi-brand luxury group and the online shopping destination for luxury enthusiasts worldwide.

Chart for Luxexperience B.V. ADR

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Negative Surprise

LightPath Technologies Missed Consensus Estimates

Logo for LightPath Technologies Inc.LightPath Technologies (LPTH) reported a loss of $0.07 per share on revenue of $12.21 million for the fiscal fourth quarter ended June 2025. The consensus estimate was a loss of $0.03 per share on revenue of $12.60 million. The company missed consensus estimates by 133.33% while revenue grew 41.42% on a year-over-year basis.

LightPath Technologies Inc manufactures optical components & assemblies including precision molded glass aspheric optics, proprietary fiber-optic collimators, GRADIUM glass lenses & other optical materials used to produce products that manipulate light.

Chart for LightPath Technologies Inc.

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

KNOT Offshore Partners LP is Scheduled to Report on Friday, September 26, 2025

Logo for KNOT Offshore Partners LPKNOT Offshore Partners LP (KNOP) is confirmed to report earnings on Friday, September 26, 2025 at approximately 0:00 AM ET. The consensus earnings estimate is $0.17 per share on revenue of $81.63 million, respresenting 9.7% year-over-year revenue growth. Investors are 20.6% bearish going into the company's earnings release. Option traders are pricing in a 23.6% move on earnings and the stock has averaged a 6.0% move in recent quarters.

Chart for KNOT Offshore Partners LP

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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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