Earnings Whispers - September 9, 2025

Summary for Tuesday, September 9, 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

Oracle Missed Expectations

Logo for Oracle Corp.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.

Chart for Oracle Corp.

Positive Guidance

Rubrik Raises Guidance

Logo for Rubrik, Inc.Rubrik, Inc. (RBRK) said it expects a third-quarter non-GAAP loss of $0.18 to $0.16 per share on revenue of $319.0 million to $321.0 million. The current consensus estimate is a loss of $0.26 per share on revenue of $300.50 million for the quarter ending October 31, 2025. The company also said it now expects a fiscal 2026 loss of $0.50 to $0.44 per share on revenue of $1.227 billion to $1.237 billion. The company's previous guidance was a loss of $1.02 to $0.96 per share on revenue of $1.179 billion to $1.189 billion, and the current consensus estimate is a loss of $0.99 per share on revenue of $1.18 billion for the year ending January 31, 2026.

Rubrik is on a mission to secure the world’s data.

Chart for Rubrik, Inc.

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Negative Guidance

Skillsoft Narrows Guidance Below Estimates

Logo for Skillsoft Corp. Skillsoft Corp. (SKIL) said it expects fiscal 2026 revenue of $510.0 million to $530.0 million. The company's rpevious guidance was revenue of $530.0 million to $545.0 million, and the current consensus estimate is revenue of $537.14 million for the year ending January 31, 2026.

Skillsoft is a global leader in corporate digital learning, focused on transforming today’s workforce for tomorrow’s economy.

Chart for Skillsoft Corp.

Other Top Guidance Announcements

LELands' End Raises Earnings Guidance but Remains In-line with Estimates
CGNTCognyte Raises Guidance
SAILSailPoint Sees Third Quarter Below Estimates but Raises Guidance for the Year
AVAVAeroVironment Raises Earnings Guidance
MEIMethode Electronics Reaffirms
KFYKorn/Ferry Guides In-line
MTRXMatrix Service Guides In-line
INNVInnovAge Guides In-line
MOMOHello Group Guides In-line
CNMCore & Main Narrows Guidance Below Estimates
LAKELakeland Reaffirms Below Estimates
CCOClear Channel Outdoor Reaffirms

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Positive Surprise

Lakeland Industries Beat Consensus Estimates

Logo for Lakeland Industries, Inc.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.

Chart for Lakeland Industries, Inc.

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Negative Surprise

Matrix Service Missed Consensus Estimates

Logo for Matrix Service CompanyMatrix 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.

Chart for Matrix Service Company

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

Chewy is Expected to Beat Estimates

Logo for Chewy, Inc.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.

Chart for Chewy, 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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