Earnings Whispers - August 13, 2025

Summary for Wednesday, August 13, 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

Cisco Systems Missed Expectations

Logo for Cisco Systems, Inc.Cisco Systems (CSCO) reported earnings of $0.99 per share on revenue of $14.67 billion for the fiscal fourth quarter ended July 2025. The consensus earnings estimate was $0.98 per share on revenue of $14.61 billion. The Earnings Whisper number was $1.01 per share. The company missed expectations by 1.98% while revenue grew 7.56% on a year-over-year basis.

The company said it expects first quarter non-GAAP earnings of $0.97 to $0.99 per share on revenue of $14.65 billion to $14.85 billion. The current consensus earnings estimate is $0.97 per share on revenue of $14.58 billion for the quarter ending October 31, 2025. The company said it expects fiscal 2026 non-GAAP earnings of $4.00 to $4.06 per share on revenue of $59.0 billion to $60.0 billion. The current consensus earnings estimate is $4.04 per share on revenue of $59.24 billion for the year ending July 31, 2026.

"We delivered a strong close to fiscal 2025, driven by our accelerated innovation and solid execution," said Chuck Robbins, chair and CEO of Cisco. "The AI infrastructure orders we received from webscale customers in fiscal 2025 were more than double our original target, indicating a massive opportunity ahead as we lead the required architectural shift and build the critical infrastructure needed for the AI era."

Cisco Systems Inc is engaged in designing, manufacturing and selling of Internet Protocol (IP) based networking products and services related to the communications and information technology (IT) industry.

Chart for Cisco Systems, Inc.

Positive Guidance

Loar Raises Guidance

Logo for Loar Holdings IncLoar Holdings Inc (LOAR) said it expects 2025 non-GAAP earnings of $0.83 to $0.88 per share on revenue of $486.0 million to $494.0 million. The company's previous guidance was earnings of $0.71 to $0.76 per share on revenue of $482.0 million to $490.0 million and the current consensus earnings estimate is $0.74 per share on revenue of $487.00 million for the year ending December 31, 2025.

Loar Holdings Inc. is a diversified manufacturer and supplier of niche aerospace and defense components that are essential for today's aircraft and aerospace and defense systems.

Chart for Loar Holdings Inc

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Negative Guidance

Stratasys Lowers Guidance

Logo for Stratasys Ltd.Stratasys Ltd. (SSYS) said it expects 2025 non-GAAP earnings of $0.13 to $0.16 per share on revenue of $550.0 million to $560.0 million. The company's previous guidance was earnings of $0.30 to $0.37 per share on revenue of $570.0 million to $585.0 million, and the current consensus earnings estimate is $0.33 per share on revenue of $570.04 million for the year ending December 31, 2025.

Stratasys Ltd provides additive manufacturing solutions for the creation of parts used in the processes of designing and manufacturing products and for the direct manufacture of end parts. It offers 3D printers and 3D production systems.

Chart for Stratasys Ltd.

Other Top Guidance Announcements

NOANorth American Construction Lowers Earnings Guidance
XOSXos Reaffirms
IBTAIbotta Guides Below Estimates
LOCLLocal Bounti Provides Guidance
COHRCoherent Guides In-line
WKSPWorksport Reaffirms
HYPRHyperfine Reaffirms
DLODLocal Sees Revenue Above Estimates
GAUZGauzy Reaffirms
ARAYAccuray Sees Revenue Above Estimates
EATBrinker Sees Revenue Above Estimates
DTIDrilling Tools International Reaffirms
SURGSurgePays Sees Revenue Below Estimates

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Positive Surprise

Star Equity Beat Consensus Estimates

Logo for Star Equity Hldgs IncStar Equity (STRR) reported earnings of $1.86 per share on revenue of $23.71 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.26 per share on revenue of $17.50 million. The company beat consensus estimates by 815.38% while revenue grew 75.84% on a year-over-year basis.

Star Equity Holdings Inc. is a diversified holding company. Its operating divisions include Healthcare, Building & Construction and Real Estate & Investments. Star Equity Holdings Inc., formerly known as Digirad Corporation, is based in SUWANEE, Ga.

Chart for Star Equity Hldgs Inc

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Negative Surprise

Endeavour Silver Missed Consensus Estimates

Logo for Endeavour Silver CorpEndeavour Silver (EXK) reported a loss of $0.03 per share on revenue of $85.30 million for the second quarter ended June 2025. The consensus earnings estimate was $0.01 per share on revenue of $79.97 million. The company missed consensus estimates by 400.00% while revenue grew 46.41% on a year-over-year basis.

Endeavour Silver Corp is a Canadian mineral Company. The Company is engaged in silver mining in Mexico and related activities including acquisition, exploration, development, extraction, processing, refining and reclamation.

Chart for Endeavour Silver Corp

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Applied Materials is Expected to Beat Estimates

Logo for Applied Materials, Inc.Applied Materials (AMAT) is confirmed to report earnings on Thursday, August 14, 2025 at approximately 4:00 PM ET. The consensus earnings estimate is $2.34 per share on revenue of $7.20 billion, respresenting 6.2% year-over-year revenue growth, and the Earnings Whisper ® number is $2.40 per share. Investors are 1.9% 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 5.3% move in recent quarters.

Chart for Applied Materials, 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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