Earnings Whispers - October 7, 2025

Summary for Tuesday, October 7, 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

Penguin Solutions Reported In-line with Expectations

Logo for Penguin Solutions IncPenguin Solutions (PENG) reported earnings of $0.43 per share on revenue of $337.92 million for the fiscal fourth quarter ended August 2025. The consensus earnings estimate was $0.37 per share on revenue of $339.99 million. The Earnings Whisper number was $0.43 per share. The company reported in-line with expectations while revenue grew 8.60% on a year-over-year basis.

The company said it expects fiscal 2026 non-GAAP earnings of $1.75 to $2.25 per share on revenue of $1.31 billion to $1.60 billion. The current consensus earnings estimate is $2.12 per share on revenue of $1.51 billion for the year ending August 31, 2026.

"Fiscal 2025 was a year of strong execution and meaningful progress in our transformation from a holding company structure to an enterprise AI infrastructure solutions company," said Mark Adams, CEO of Penguin Solutions. "Our results highlight the momentum in our core businesses and our position as an emerging leader in designing, building, deploying and managing enterprise AI implementations."

Chart for Penguin Solutions Inc

Positive Guidance

James Hardie Guides Above Estimates

Logo for James Hardie Industries N.V.James Hardie Industries N.V. (JHX) said it expects second quarter earnings of $0.26 to $0.27 per share on revenue of $1.29 billion to $1.30 billion. The current consensus earnings estimate is $0.17 per share on revenue of $1.18 billion for the quarter ending September 30, 2025.

James Hardie Industries PLC manufactures & sells fibre cement products. It offers products in the building & construction markets, including new residential construction, manufactured housing, repair & remodelling & commercial building applications.

Chart for James Hardie Industries N.V.

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Profound Medical Sees Revenue Above Estimates

Logo for Profound Medical Corp.Profound Medical Corp. (PROF) said it expects third quarter revenue of $5.20 million to $5.30 million. The current consensus revenue estimate is $4.80 million for the quarter ending September 30, 2025.

Profound is a commercial-stage medical device company that develops and markets customizable, incision-free therapies for the ablation of diseased tissue.

Chart for Profound Medical Corp.

Other Top Guidance Announcements

BRFHBarfresh Food Reaffirms Above Estimates
FRPTFreshpet Reaffirms
MKCMcCormick Lowers Guidance but Remains In-line with Estimates
DELLDell Reaffirms Fiscal Year Guidance

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Positive Surprise

McCormick & Company, Beat Expectations

Logo for Mccormick & CompanyMcCormick & Company, (MKC) reported earnings of $0.85 per share on revenue of $1.72 billion for the fiscal third quarter ended August 2025. The consensus earnings estimate was $0.81 per share on revenue of $1.71 billion. The Earnings Whisper number was $0.81 per share. The company beat expectations by 4.94% while revenue grew 2.68% on a year-over-year basis.

The company said it now expects fiscal 2025 earnings of $3.00 to $3.05 per share and continues to expect revenue of $6.72 billion to $6.89 billion. The company's previous guidance was earnings of $3.03 to $3.08 per share and the current consensus earnings estimate is $3.04 per share on revenue of $6.82 billion for the year ending November 30, 2025.

Brendan M. Foley, Chairman, President, and CEO, stated, "Our third quarter results marked our fifth consecutive quarter of volume-led growth, reflecting our differentiation and the benefit of continued investments in our brands, expanded distribution, and innovation. As a result of the dynamic global trade environment, our gross margin was further pressured by rising costs; however, we continued to drive operating profit growth through the effective execution of our cost savings initiatives. We remain disciplined on actions within our control and agile in adapting to external dynamics, positioning McCormick for sustained long-term growth."

McCormick & Company Inc manufactures, markets and distributes spices, seasoning mixes, condiments and other flavorful products to the entire food industryretail outlets, food manufacturers and foodservice businesses.

Chart for Mccormick & Company

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Negative Surprise

Saratoga Investment Missed Consensus Estimates

Logo for Saratoga Investment CorpSaratoga Investment (SAR) reported earnings of $0.58 per share on revenue of $30.63 million for the fiscal second quarter ended August 2025. The consensus earnings estimate was $0.67 per share on revenue of $32.40 million. The company missed consensus estimates by 13.43% while revenue fell 28.78% compared to the same quarter a year ago.

Saratoga Investment Corp is a closed end management investment company that invests primarily in leveraged loans and mezzanine debt issued by private U.S. middle-market companies.

Chart for Saratoga Investment Corp

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AZZ is Expected to Beat Estimates

Logo for AZZ Inc.AZZ (AZZ) is confirmed to report earnings on Wednesday, October 8, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $1.56 per share on revenue of $429.45 million, respresenting 5.0% year-over-year revenue growth, and the Earnings Whisper ® number is $1.62 per share. Investors are 2.2% bearish going into the company's earnings release. Option traders are pricing in a 5.5% move on earnings and the stock has averaged a 4.0% move in recent quarters.

Chart for AZZ 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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