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| Top Earnings NewsFerguson plc Beat Expectations Ferguson 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.

| Positive GuidanceInsulet to Exceed Its Previous Guidance 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.

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In-line GuidanceRalph Lauren Reaffirms Ralph 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.

|  | General Mills is Expected to Beat Estimates 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.

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