Earnings Whispers - November 5, 2025

Summary for Tuesday, November 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

Advanced Micro Devices Reported In-line with Expectations

Logo for Adv Micro DevicesAdvanced Micro Devices (AMD) reported earnings of $1.20 per share on revenue of $9.25 billion for the third quarter ended September 2025. The consensus earnings estimate was $1.17 per share on revenue of $8.72 billion. The Earnings Whisper number was $1.20 per share. The company reported in-line with expectations while revenue grew 35.59% on a year-over-year basis.

The company said it expects fourth quarter revenue of $9.30 billion to $9.90 billion. The current consensus revenue estimate is $9.20 billion for the quarter ending December 31, 2025.

"We delivered an outstanding quarter, with record revenue and profitability reflecting broad based demand for our high-performance EPYC and Ryzen processors and Instinct AI accelerators," said Dr. Lisa Su, AMD chair and CEO. "Our record third quarter performance and strong fourth quarter guidance marks a clear step up in our growth trajectory as our expanding compute franchise and rapidly scaling data center AI business drive significant revenue and earnings growth.

Advanced Micro Devices Inc is a semiconductor company with facilities around the world. It operates in two segments: Computing Solutions and Graphics and Visual Solutions.

Chart for Adv Micro Devices

Positive Guidance

Allegiant Travel Sees Earnings Above Estimates

Logo for Allegiant Travel CompanyAllegiant Travel Company (ALGT) said it expects fourth quarter earnings of $1.50 to $2.50 per share. The current consensus earnings estimate is $1.35 per share for the quarter ending December 31, 2025.

Allegiant Travel Co LLC a leisure travel company, engaged in transporting travelers in small cities to leisure destinations. The Company provides air-related services and products along with air transportation.

Chart for Allegiant Travel Company

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Negative Guidance

Trex Company Guides Below Estimates

Logo for Trex Company, Inc.Trex Company, Inc. (TREX) said it expects fourth quarter revenue of $140.0 million to $150.0 million. The current consensus revenue estimate is $199.24 million for the quarter ending December 31, 2025.

Trex Co Inc is a manufacturer of wood-alternative decking and railing products, which are marketed under the brand name Trex. The Company' products include Trex Transcend, Trex Enhance and Trex Select, and Trex Hideaway.

Chart for Trex Company, Inc.

Other Top Guidance Announcements

SLABSilicon Labs Sees Earnings Above Estimates
FLYWFlywire Provides Guidance
AEISAdvanced Energy Guides Above Estimates
LITELumentum Guides Above Estimates
QLYSQualys Guides Above Estimates
ALABAstera Labs Guides Above Estimates
ACLSAxcelis Technologies Guides Above Estimates
LGIHLGI Homes Guides In-line
PSNLPersonalis Sees Revenue Below Estimates
SMCISupermicro Provides Mixed Guidance
OIO-I Glass Raises Guidance
TDCTeradata Guides Above Estimates
SWKSSkyworks Solutions Sees Earnings Above Estimates

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See Alex’s full “Project Orion” briefing before the news breaks.

Positive Surprise

Tango Therapeutics Beat Consensus Estimates

Logo for Tango Therapeutics IncTango Therapeutics (TNGX) reported earnings of $0.13 per share on revenue of $53.81 million for the third quarter ended September 2025. The consensus earnings estimate was $0.01 per share on revenue of $43.68 million. The company beat consensus estimates by 1,200.00% while revenue grew 363.61% on a year-over-year basis.

Tango Therapeutics Inc. is a biotechnology company. It focused on discovering and delivering precision cancer medicines. Tango Therapeutics Inc., formerly known as BCTG Acquisition Corp., is based in CAMBRIDGE, Mass.

Chart for Tango Therapeutics Inc

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Negative Surprise

Mayville Engineering Company Missed Consensus Estimates

Logo for Mayville Engineering CompanyMayville Engineering Company (MEC) reported a loss of $0.13 per share on revenue of $144.31 million for the third quarter ended September 2025. The consensus estimate was a loss of $0.01 per share on revenue of $141.98 million. The company missed consensus estimates by 1,200.00% while revenue grew 6.59% on a year-over-year basis.

The company said it continues to expect 2025 revenue of $528.0 million to $562.0 million. The current consensus revenue estimate is $540.76 million for the year ending December 31, 2025.

MEC is a leading U.S.-based value-added manufacturing partner that provides a broad range of prototyping and tooling, production fabrication, coating, assembly and aftermarket services.

Chart for Mayville Engineering Company

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

Robinhood Markets is Expected to Beat Estimates

Logo for Robinhood Markets, Inc.Robinhood Markets (HOOD) is confirmed to report earnings on Wednesday, November 5, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.51 per share on revenue of $1.21 billion, respresenting 90.0% year-over-year revenue growth, and the Earnings Whisper ® number is $0.57 per share. Investors are 17.8% bullish going into the company's earnings release. Option traders are pricing in a 9.7% move on earnings and the stock has averaged a 7.6% move in recent quarters.

Chart for Robinhood Markets, 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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