 | Top Earnings NewsOracle Missed Expectations Oracle (ORCL) reported earnings of $1.47 per share on revenue of $14.93 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $1.48 per share on revenue of $15.01 billion. The Earnings Whisper number was $1.50 per share. The company missed expectations by 2.00% while revenue grew 12.17% on a year-over-year basis.
The company said during its conference call it expects second quarter non-GAAP earnings of $1.61 to $1.65 per share on revenue of $16.03 billion to $16.31 billion. The current consensus earnings estimate is $1.62 per share on revenue of $16.20 billion for the quarter ending November 30, 2025.
"We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz. "This resulted in RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter—and demand for Oracle Cloud Infrastructure continues to build. Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars. The scale of our recent RPO growth enables us to make a large upward revision to the Cloud Infrastructure portion of Oracle's overall financial plan which we will be presenting in detail next month at the Financial Analyst Meeting. As a bit of a preview, we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years."
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud.

| Positive SurpriseLakeland Industries Beat Consensus Estimates Lakeland Industries (LAKE) reported earnings of $0.36 per share on revenue of $52.50 million for the fiscal second quarter ended July 2025. The consensus estimate was a loss of $0.04 per share on revenue of $53.30 million. The company beat consensus estimates by 1,000.00% while revenue grew 36.31% on a year-over-year basis.
The company said it continues to expect fiscal 2026 revenue of $210.0 million to $220.0 million. The current consensus revenue estimate is $221.90 million for the year ending January 31, 2026.
Lakeland Industries Inc manufactures & sells safety garments & accessories. It offers limited use / disposable protective clothing, high-end chemical protective suits, firefighting & heat protective apparel & reusable woven garments, among others.

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Negative SurpriseMatrix Service Missed Consensus Estimates Matrix Service (MTRX) reported a loss of $0.28 per share on revenue of $216.38 million for the fiscal fourth quarter ended June 2025. The consensus earnings estimate was $0.02 per share on revenue of $234.50 million. The company missed consensus estimates by 1,500.00% while revenue grew 14.18% on a year-over-year basis.
The company said it expects fiscal 2026 revenue of $875.0 million to $925.0 million. The current consensus revenue estimate is $885.95 million for the year ending June 30, 2026.
Matrix Service Co provides engineering, fabrication, infrastructure, construction, and maintenance services to the oil, gas, power, petrochemical, industrial, mining and minerals markets.

|  | Chewy is Expected to Beat Estimates Chewy (CHWY) is confirmed to report earnings on Wednesday, September 10, 2025 at approximately 7:05 AM ET. The consensus earnings estimate is $0.33 per share on revenue of $3.08 billion, respresenting 7.7% year-over-year revenue growth, and the Earnings Whisper ® number is $0.34 per share. Investors are 2.6% bearish going into the company's earnings release. Option traders are pricing in a 10.1% move on earnings and the stock has averaged a 10.2% move in recent quarters.

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