Earnings Whispers - September 23, 2025

Summary for Tuesday, September 23, 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

Micron Technology Beat Expectations

Logo for Micron Technology, Inc.Micron Technology (MU) reported earnings of $3.03 per share on revenue of $11.32 billion for the fiscal fourth quarter ended August 2025. The consensus earnings estimate was $2.85 per share on revenue of $11.07 billion. The Earnings Whisper number was $2.93 per share. The company beat expectations by 3.41% while revenue grew 46.00% on a year-over-year basis.

The company said it expects first quarter earnings of $3.60 to $3.90 per share on revenue of $12.20 billion to $12.80 billion. The current consensus earnings estimate is $2.87 per share on revenue of $11.87 billion for the quarter ending November 30, 2025.

“Micron closed out a record-breaking fiscal year with exceptional Q4 performance, underscoring our leadership in technology, products, and operational execution,” said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. “In fiscal 2025, we achieved all-time highs across our data center business and are entering fiscal 2026 with strong momentum and our most competitive portfolio to date. As the only U.S.-based memory manufacturer, Micron is uniquely positioned to capitalize on the AI opportunity ahead.”

Micron Technology Inc is a manufacturer and marketer of DRAM, NAND Flash memory, CMOS image sensors and other semiconductor components. It has two segments, Memory and Imaging.

Chart for Micron Technology, Inc.

Positive Guidance

AAR Sees Revenue Above Estimates

Logo for AAR Corp.AAR Corp. (AIR) said in its earnings presentation it expects second quarter revenue of $734.0 million to $754.6 million. The current consensus revenue estimate is $706.9 million for the quarter ending November 30, 2025.

AAR Corp along with its subsidiaries is engaged in providing products & services including overhaul, repair & engineering services to aviation & government & defense markets. It is also engaged in design, manufacture, & repair of transportation pallets.

Chart for AAR Corp.

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McKesson Raises Guidance

Logo for McKesson Corp.McKesson Corp. (MCK) said it expects fiscal 2026 earnings of $38.05 to $38.55 per share. The company's previous guidance was earnings of $37.10 to $37.90 per share, and the current consensus earnings estimate is $37.21 per share for the year ending March 31, 2026.

McKesson Corporation distributes pharmaceuticals, medical supplies and healthcare information technology that make healthcare safer while reducing costs.

Chart for McKesson Corp.

Other Top Guidance Announcements

MLKNMillerKnoll Guides In-line
SRESempra Energy Reaffirms
EVHEvolent Health Reaffirms

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Positive Surprise

MillerKnoll, Inc. Beat Consensus Estimates

Logo for MillerKnoll, Inc. MillerKnoll, Inc. (MLKN) reported earnings of $0.45 per share on revenue of $955.70 million for the fiscal first quarter ended August 2025. The consensus earnings estimate was $0.35 per share on revenue of $913.65 million. The company beat consensus estimates by 28.57% while revenue grew 10.93% on a year-over-year basis.

The company said in its earnings presentation it expects second quarter earnings of $0.38 to $0.44 per share on revenue of $926.0 million to $966.0 million. The current consensus earnings estimate is $0.42 per share on revenue of $960.35 million for the quarter ending November 30, 2025.

MillerKnoll is a collective of dynamic brands and one of the largest and most influential modern design companies in the world.

Chart for MillerKnoll, Inc.

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Negative Surprise

Worthington Industries Missed Expectations

Logo for Worthington Industries, Inc.Worthington Industries (WOR) reported earnings of $0.74 per share on revenue of $303.71 million for the fiscal first quarter ended August 2025. The consensus earnings estimate was $0.80 per share on revenue of $311.90 million. The Earnings Whisper number was $0.84 per share. The company missed expectations by 11.90% while revenue grew 18.03% on a year-over-year basis.

Worthington Industries Inc is a metal manufacturing company. It is engaged in steel processing including design & manufacturing steel custom platforms, racks & pallets; manufacturing pressure cylinders including CNG & LPG; & manufacturing engineered cabs.

Chart for Worthington Industries, Inc.

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

Cintas is Expected to Beat Estimates

Logo for Cintas CorporationCintas (CTAS) is confirmed to report earnings on Wednesday, September 24, 2025 at approximately 8:30 AM ET. The consensus earnings estimate is $1.19 per share on revenue of $2.69 billion, respresenting 7.5% year-over-year revenue growth, and the Earnings Whisper ® number is $1.22 per share. Investors are 28.8% bearish going into the company's earnings release. Option traders are pricing in a 5.7% move on earnings and the stock has averaged a 5.8% move in recent quarters.

Chart for Cintas Corporation

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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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