Earnings Whispers - September 16, 2025

Summary for Tuesday, September 16, 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

Ferguson plc Beat Expectations

Logo for Ferguson plcFerguson plc (FERG) reported earnings of $3.48 per share on revenue of $8.50 billion for the fiscal fourth quarter ended July 2025. The consensus earnings estimate was $3.00 per share on revenue of $8.45 billion. The Earnings Whisper number was $3.09 per share. The company beat expectations by 12.62% while revenue grew 6.93% on a year-over-year basis.

Ferguson plc is a leading value-added distributor in North America providing expertise, solutions and products from infrastructure, plumbing and appliances to HVAC, fire, fabrication and more.

Chart for Ferguson plc

Positive Guidance

Insulet to Exceed Its Previous Guidance

Logo for Insulet Corp.Insulet Corp. (PODD) said it now expects third-quarter revenue to exceed its previous guidance of $663.56 million to $679.88 million. The current consensus revenue estimate is $676.34 million for the quarter ending September 30, 2025.

Insulet Corp is a medical device company that develops, manufactures and markets OmniPod Insulin Management System, an insulin infusion system for people with insulin-dependent diabetes.

Chart for Insulet Corp.

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In-line Guidance

Ralph Lauren Reaffirms

Logo for Ralph Lauren CorporationRalph Lauren Corporation (RL) said it continues to expect fiscal 2026 revenue of $7.26 billion to $7.61 billion. The current consensus revenue estimate is $7.50 billion for the year ending March 31, 2026.

Ralph Lauren Corp designs, markets, and distributes men', women' and children' apparel, accessories, fragrances, and home furnishings. Its segments include Wholesale, Retail, and Licensing.

Chart for Ralph Lauren Corporation

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Positive Surprise

Evolution Petroleum Beat Expectations

Logo for Evolution Petroleum CorpEvolution Petroleum (EPM) reported earnings of $0.03 per share on for the fiscal fourth quarter ended June 2025. The consensus earnings estimate was $0.01 per share on revenue of $21.15 million. The Earnings Whisper number was $0.01 per share. The company beat expectations by 200.00%.

Evolution Petroleum Corporation is an oil and natural gas company focused on delivering a sustainable dividend yield to its shareholders through the ownership, management, and development of producing oil and natural gas properties onshore in the United States.

Chart for Evolution Petroleum Corp

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Negative Surprise

Ispire Technology Inc. Missed Consensus Estimates

Logo for Ispire Technology IncIspire Technology Inc. (ISPR) reported a loss of $0.26 per share on revenue of $20.14 million for the fiscal fourth quarter ended June 2025. The consensus estimate was a loss of $0.14 per share on revenue of $22.40 million. The company missed consensus estimates by 85.71% while revenue fell 46.08% compared to the same quarter a year ago.

Ispire is engaged in the research and development, design, commercialization, sales, marketing, and distribution of branded e-cigarettes and cannabis vaping products.

Chart for Ispire Technology Inc

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

General Mills is Expected to Beat Estimates

Logo for General Mills, Inc.General Mills (GIS) is confirmed to report earnings on Wednesday, September 17, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.81 per share on revenue of $4.50 billion, a decline of 7.2% year-over-year, and the Earnings Whisper ® number is $0.84 per share. Investors are 52.9% bearish going into the company's earnings release. Option traders are pricing in a 5.2% move on earnings and the stock has averaged a 2.8% move in recent quarters.

Chart for General Mills, 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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