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Top Earnings NewsNike Beat Expectations Nike (NKE) reported earnings of $0.49 per share on revenue of $11.72 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $0.27 per share on revenue of $10.98 billion. The Earnings Whisper number was $0.32 per share. The company beat expectations by 53.13% while revenue grew 1.13% on a year-over-year basis.
The company said during its conference call it expects second quarter revenue of approximately $12.05 billion. The current consensus revenue estimate is $11.95 billion for the quarter ending November 30, 2025.
“This quarter NIKE drove progress through our Win Now actions in our priority areas of North America, Wholesale, and Running,” said Elliott Hill, President & CEO, NIKE, Inc. “While we’re getting wins under our belt, we still have work ahead to get all sports, geographies, and channels on a similar path as we manage a dynamic operating environment. I’m confident that we have the right focus in Win Now and that our new alignment in the Sport Offense will be the key to maximizing NIKE, Inc.’s complete portfolio over the long-term.”
NIKE, Inc. is the world's leading designer, marketer and distributor of authentic athletic footwear, apparel, equipment and accessories for a wide variety of sports and fitness activities.
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In-line GuidanceUnited Natural Foods Guides Earnings In-line, but Sees Revenue Below Estimates United Natural Foods, Inc. (UNFI) said it expects fiscal 2026 earnings of $1.50 to $2.30 per share on revenue of $31.60 billion to $32.0 billion. The current consensus earnings estimate is $1.53 per share on revenue of $32.6 billion for the year ending July 31, 2026.
United Natural Foods Inc is a distributor of natural, organic and specialty foods and non-food products in the United States and Canada. Its products consist of national, regional and private label brands.
Paychex Raises Guidance, but Remains In-line with Estimates Paychex, Inc. (PAYX) said it expects fiscal 2026 earnings of $5.43 to $5.53 per share. The company's previous guidance was earnings of $5.40 to $5.50 per share and the current consensus earnings estimate is $5.45 per share for the year ending May 31, 2026.
Paychex, Inc. is a leading provider of integrated human capital management solutions for human resources, payroll, benefits, and insurance services.
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Positive SurpriseLamb Weston Beat Expectations Lamb Weston (LW) reported earnings of $0.74 per share on revenue of $1.66 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $0.54 per share on revenue of $1.61 billion. The Earnings Whisper number was $0.49 per share. The company beat expectations by 51.02% while revenue grew 0.31% on a year-over-year basis.
The company said it continues to expect fiscal 2026 revenue of $6.35 billion to $6.55 billion. The current consensus revenue estimate is $6.49 billion for the year ending May 31, 2026.
“The Lamb Weston team delivered a strong start to the fiscal year with solid volume growth and positive customer momentum, underscoring the strength of our value proposition and our operating model,” said Mike Smith, Lamb Weston president and CEO. “We believe our sharpened executional focus and strategic plans behind our Focus to Win strategy are beginning to deliver and position us to drive long-term growth and sustainable value for our shareholders.”
Lamb Weston, along with its joint venture partners, is a leading supplier of frozen potato, sweet potato, appetizer and vegetable products to restaurants and retailers around the world.
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Acuity Brands is Expected to Miss Estimates Acuity Brands (AYI) is confirmed to report earnings on Wednesday, October 1, 2025 at approximately 6:00 AM ET. The consensus earnings estimate is $4.88 per share on revenue of $1.21 billion, respresenting 17.2% year-over-year revenue growth, and the Earnings Whisper ® number is $4.86 per share. Investors are 49.2% bullish going into the company's earnings release. Option traders are pricing in a 5.9% move on earnings and the stock has averaged a 3.9% move in recent quarters.
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