Earnings Whispers - July 30, 2025

Summary for Tuesday, July 29, 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

UnitedHealth Group Missed Expectations

Logo for UnitedHealth Group, Inc.UnitedHealth Group (UNH) reported earnings of $4.08 per share on revenue of $111.62 billion for the second quarter ended June 2025. The consensus earnings estimate was $4.84 per share on revenue of $111.60 billion. The Earnings Whisper number was $4.45 per share. The company missed expectations by 8.31% while revenue grew 12.91% on a year-over-year basis.

The company said it expects 2025 earnings of at least $16.00 per share. The company's previous guidance was earnings of $26.00 to $26.50 per share and the current consensus earnings estimate is $21.15 per share for the year ending December 31, 2025.

UnitedHealth Group is a health care and well-being company with a mission to help people live healthier lives and help make the health system work better for everyone through two distinct and complementary businesses.

Chart for UnitedHealth Group, Inc.

Positive Guidance

Qorvo Guides Above Estimates

Logo for Qorvo, Inc.Qorvo, Inc. (QRVO) said it expects second quarter non-GAAP earnings of $1.75 to $2.25 per share on revenue of $975.0 million to $1.075 billion. The current consensus earnings estimate is $1.62 per share on revenue of $961.23 million for the quarter ending September 30, 2025.

Qorvo supplies innovative semiconductor solutions that make a better world possible.

Chart for Qorvo, Inc.

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Negative Guidance

Spotify Sees Revenue Below Estimates

Logo for Spotify Technology S.A.Spotify Technology S.A. (SPOT) said in its earnings presentation it expects third quarter revenue of approximately $4.85 billion. The current consensus revenue estimate is $5.16 billion for the quarter ending September 30, 2025.

Spotify is the world’s most popular audio streaming subscription service with a community of more than 345 million Monthly Active Users and 155 million Premium Subscribers.

Chart for Spotify Technology S.A.

Other Top Guidance Announcements

RYIRyerson Provides Guidance
ATRCAtriCure Raises Guidance
TDOCTeladoc Health Narrows Guidance
TYGOTigo Energy Raises Guidance
STXSeagate Guides In-line
TRSTriMas Raises Guidance
WGSGeneDx Raises Guidance
GPKGraphic Packaging Raises Guidance but Remains In-line with Estimates
DFLIDragonfly Energy Raises Guidance
OIO-I Glass Raises Guidance but Remains In-line with Estimates
SOFISoFi Raises Guidance
BBNXBeta Bionics Raises Guidance
PIIPolaris Guides In-line

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Positive Surprise

Mercury General Beat Consensus Estimates

Logo for Mercury General CorpMercury General (MCY) reported earnings of $2.67 per share on revenue of $1.48 billion for the second quarter ended June 2025. The consensus estimate was a loss of $0.10 per share on revenue of $1.45 billion. The company beat consensus estimates by 2,770.00% while revenue grew 13.25% on a year-over-year basis.

Mercury General Corp and its subsidiaries are engaged in writing automobile insurance through 13 insurance subsidiaries in 13 states. It also writes homeowners, commercial automobile, commercial property, mechanical breakdown, and umbrella insurance.

Chart for Mercury General Corp

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Negative Surprise

Civeo Missed Consensus Estimates

Logo for Civeo CorpCiveo (CVEO) reported a loss of $0.25 per share on revenue of $162.69 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.03 per share on revenue of $166.38 million. The company missed consensus estimates by 733.33% while revenue fell 13.79% compared to the same quarter a year ago.

The company said it expects 2025 revenue of $640.0 million to $670.0 million. The company's previous guidance was revenue of $620.0 million to $650.0 million and the current consensus revenue estimate is $644.6 million for the year ending December 31, 2025.

Civeo Corp is an integrated provider of long-term and temporary remote site accommodations, logistics and facility management services to the natural resource industry.

Chart for Civeo Corp

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

Meta Platforms is Expected to Beat Estimates

Logo for Meta Platforms, Inc.Meta Platforms (META) is confirmed to report earnings on Wednesday, July 30, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $5.83 per share on revenue of $44.69 billion, respresenting 14.4% year-over-year revenue growth, and the Earnings Whisper ® number is $6.18 per share. Investors are 46.1% bullish going into the company's earnings release. Option traders are pricing in a 6.2% move on earnings and the stock has averaged a 7.6% move in recent quarters.

Chart for Meta Platforms, 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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