Earnings Whispers - August 20, 2025

Summary for Wednesday, August 20, 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

Target Beat Expectations

Logo for Target Corp.Target (TGT) reported earnings of $2.05 per share on revenue of $25.21 billion for the fiscal second quarter ended July 2025. The consensus earnings estimate was $2.09 per share on revenue of $24.88 billion. The Earnings Whisper number was $2.00 per share. The company beat expectations by 2.50% while revenue fell 0.95% compared to the same quarter a year ago.

The company said it continues to expect fiscal 2026 earnings of $7.00 to $9.00 per share on revenue of approximately $103.9 billion. The current consensus earnings estimate is $7.48 per share on revenue of $104.7 billion for the year ending January 31, 2026.

Target Corp is engaged in operating general merchandise discount stores in the United States.

Chart for Target Corp.

Positive Guidance

Analog Devices Guides Above Estimates

Logo for Analog Devices, Inc.Analog Devices, Inc. (ADI) said it expects fourth quarter earnings of $2.12 to $2.32 per share on revenue of $2.90 billion to $3.10 billion. The current consensus earnings estimate is $1.98 per share on revenue of $2.79 billion for the quarter ending October 31, 2025.

Analog Devices is a global semiconductor leader that bridges the physical and digital worlds to enable breakthroughs at the Intelligent Edge.

Chart for Analog Devices, Inc.

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Negative Guidance

Estée Lauder Guides Below Estimates

Logo for Estée Lauder Companies, Inc.Estée Lauder Companies, Inc. (EL) said it expects fiscal 2026 earnings of $1.90 to $2.10 per share. The current consensus earnings estimate is $2.13 per share for the year ending June 30, 2026.

Estee Lauder Cos Inc is engaged in manufacturing & marketing skin care, makeup, fragrance and hair care products.

Chart for Estée Lauder Companies, Inc.

Other Top Guidance Announcements

NDSNNordson Updates Guidance
HTHTH World Group Guides In-line
TJXTJX Companies Sees Third Quarter Below Estimates but Raises Guidance for the Year
GDSGDS Reaffirms
DYDycom Industries Provides Mixed Third Quarter Guidance
LOWLowe's Sees Revenue Above Estimates
BZKanzhun Guides In-line
ZIMZIM Narrows Guidance

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Positive Surprise

Kingsoft Cloud Holdings Limited Beat Expectations

Logo for Kingsoft Cloud Holdings LimitedKingsoft Cloud Holdings Limited (KC) reported a loss of $0.02 per share on revenue of $327.94 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.16 per share on revenue of $313.59 million. The Earnings Whisper number was a loss of $0.15 per share. The company beat expectations by 86.67% while revenue grew 25.98% on a year-over-year basis.

Kingsoft Cloud Holdings Limited is a leading independent cloud service provider in China.

Chart for Kingsoft Cloud Holdings Limited

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Negative Surprise

Coty Missed Expectations

Logo for Coty Inc.Coty (COTY) reported a loss of $0.05 per share on revenue of $1.25 billion for the fiscal fourth quarter ended June 2025. The consensus earnings estimate was $0.01 per share on revenue of $1.20 billion. The Earnings Whisper number was a loss of $0.01 per share. The company missed expectations by 400.00% while revenue fell 8.14% compared to the same quarter a year ago.

Coty Inc is a pure play beauty company with a portfolio of well-known brands that compete in the three segments in which it operate: Fragrances, Color Cosmetics and Skin & Body Care.

Chart for Coty Inc.

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

Walmart is Expected to Beat Estimates

Logo for Walmart Inc.Walmart (WMT) is confirmed to report earnings on Thursday, August 21, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.73 per share on revenue of $175.35 billion, respresenting 3.6% year-over-year revenue growth, and the Earnings Whisper ® number is $0.75 per share. Investors are 47.2% bullish going into the company's earnings release. Option traders are pricing in a 4.8% move on earnings and the stock has averaged a 4.5% move in recent quarters.

Chart for Walmart 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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