Earnings Whispers - September 4, 2025

Summary for Thursday, September 4, 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

Broadcom Missed Expectations

Logo for Broadcom Inc.Broadcom (AVGO) reported earnings of $1.69 per share on revenue of $15.95 billion for the fiscal third quarter ended July 2025. The consensus earnings estimate was $1.67 per share on revenue of $15.82 billion. The Earnings Whisper number was $1.70 per share. The company missed expectations by 0.59% while revenue grew 22.03% on a year-over-year basis.

The company said it expects fourth quarter revenue of approximately $17.40 billion. The current consensus revenue estimate is $16.95 billion for the quarter ending October 31, 2025.

Broadcom Inc. is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions.

Chart for Broadcom Inc.

Positive Guidance

Braze Raises Guidance

Logo for BrazeBraze (BRZE) said it expects third-quarter non-GAAP earnings of $0.06 to $0.07 per share on revenue of $183.5 million to $184.5 million. The current consensus earnings estimate is $0.02 per share on revenue of $180.44 million for the quarter ending October 31, 2025. The company also said it now expects fiscal 2026 non-GAAP earnings of $0.41 to $0.42 per share on revenue of $717.0 million to $720.0 million. The company's previous guidance was earnings of $0.15 to $0.18 per share on revenue of $702.0 million to $706.0 million, and the current consensus earnings estimate is $0.16 per share on revenue of $704.36 million for the year ending January 31, 2026.

Braze is a leading comprehensive customer engagement platform that powers interactions between consumers and brands they love.

Chart for Braze

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Negative Guidance

Endava Guides Below Estimates

Logo for EndavaEndava (DAVA) said it expects first quarter non-GAAP earnings of $0.23 to $0.26 per share on revenue of $243.3 million to $246.0 million. The current consensus earnings estimate is $0.36 per share on revenue of $251.51 million for the quarter ending September 30, 2025. The company said it expects fiscal 2026 non-GAAP earnings of $1.10 to $1.26 per share on revenue of $1.008 billion to $1.028 billion. The current consensus earnings estimate is $1.52 per share on revenue of $1.033 billion for the year ending June 30, 2026.

Endava is a leading next-generation technology services provider and helps accelerate disruption by delivering rapid evolution to enterprises.

Chart for Endava

Other Top Guidance Announcements

ZUMZZumiez Sees Third Quarter Above Estimates
SCVLShoe Carnival Sees Revenue Below Estimates
IOTSamsara Raises Guidance
LULUlululemon Lowers Guidance
CIENCiena Guides Revenue Above Estimates
WLYWiley Reaffirms
GWREGuidewire Sees Revenue Above Estimates
SAICSAIC Provides Mixed Guidance
BRCBrady Guides In-line
BYRNByrna Technologies Sees Revenue Above Estimates
GIIIG-III Apparel Guides Below Estimates
DLTHDuluth Reaffirms

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Positive Surprise

Duluth Beat Consensus Estimates

Logo for Duluth Holdings Cl BDuluth (DLTH) reported earnings of $0.03 per share on revenue of $131.72 million for the fiscal second quarter ended July 2025. The consensus estimate was a loss of $0.05 per share on revenue of $129.20 million. The company beat consensus estimates by 160.00% while revenue fell 6.99% compared to the same quarter a year ago.

The company said it continues to expect fiscal 2026 revenue of $570.0 million to $595.0 million. The current consensus estimate is a loss of $0.58 per share for the year ending January 31, 2026.

Duluth Trading is a growing lifestyle brand for the Modern, Self-Reliant American.

Chart for Duluth Holdings Cl B

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Negative Surprise

Americas CarMart Missed Consensus Estimates

Logo for Americas Car-MartAmericas CarMart (CRMT) reported a loss of $0.69 per share on revenue of $341.31 million for the fiscal first quarter ended July 2025. The consensus earnings estimate was $0.69 per share on revenue of $376.93 million. The company missed consensus estimates by 200.00% while revenue fell 1.85% compared to the same quarter a year ago.

America' Car-Mart Inc is an automotive retailing company. It sells older model used vehicles & provides financing for customers.

Chart for Americas Car-Mart

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

ABM Industries is Expected to Beat Estimates

Logo for ABM Industries, Inc.ABM Industries (ABM) is confirmed to report earnings on Friday, September 5, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.95 per share on revenue of $2.16 billion, respresenting 3.1% year-over-year revenue growth, and the Earnings Whisper ® number is $0.97 per share. Investors are 13.7% bearish going into the company's earnings release. Option traders are pricing in a 7.0% move on earnings and the stock has averaged a 7.1% move in recent quarters.

Chart for ABM Industries, Inc.

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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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