Earnings Whispers - December 11, 2025

Summary for Wednesday, December 10, 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 Beat Expectations

Logo for Oracle CorpOracle (ORCL) reported earnings of $2.26 per share on revenue of $16.06 billion for the fiscal second quarter ended November 2025. The consensus earnings estimate was $1.64 per share on revenue of $16.15 billion. The Earnings Whisper number was $1.65 per share. The company beat expectations by 36.97% while revenue grew 14.22% on a year-over-year basis.

The company said during its conference call it expects third quarter non-GAAP earnings of $1.70 to $1.74 per share on revenue of $16.815 billion to $17.097 billion. The current consensus earnings estimate is $1.71 per share on revenue of $16.82 billion for the quarter ending February 28, 2026.

"Remaining Performance Obligations (RPO) increased by $68 billion in Q2—up 15% sequentially to $523 billion—highlighted by new commitments from Meta, NVIDIA, and others," said Oracle Principal Financial Officer, Doug Kehring. "Q2 GAAP earnings per share was up 91% to $2.10, and non-GAAP earnings per share was up 54% to $2.26. Our GAAP and non-GAAP earnings per share were both positively impacted by a $2.7 billion pre-tax gain in the sale of Oracle's interest in our Ampere chip company."

Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud.

Chart for Oracle Corp

Positive Guidance

Photronics Guides Above Estimates

Logo for Photronics, Inc.Photronics, Inc. (PLAB) said it expects first quarter earnings of $0.51 to $0.59 per share on revenue of $217.0 million to $225.0 million. The current consensus earnings estimate is $0.49 per share on revenue of $207.81 million for the quarter ending January 31, 2026.

Photronics Inc manufactures photomasks, which are used as masters to transfer circuit patterns onto semiconductor wafers and flat panel substrates.

Chart for Photronics, Inc.

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Negative Guidance

Oxford Guides Below Estimates

Logo for Oxford Industries, Inc.Oxford Industries, Inc. (OXM) said it expects fourth quarter results to range from breakeven to earnings of $0.20 per share on revenue of $365.0 million to $385.0 million. The current consensus earnings estimate is $0.79 per share on revenue of $397.85 million for the quarter ending January 31, 2026.

Oxford Industries, Inc is an apparel company, which designs, sources, markets and distributes products bearing the trademarks of its company-owned lifestyle brands as well as certain licensed and private label apparel products.

Chart for Oxford Industries, Inc.

Other Top Guidance Announcements

PLPlanet Guides Above Estimates
CHWYChewy Guides Below Estimates
WLYWiley Reaffirms
JILLJ.Jill Sees Revenue Below Estimates
NDSNNordson Guides In-line
ASYSAmtech Guides In-line
SNPSSynopsys Guides Earnings Above Estimates
MOMOHello Group Sees Revenue Below Estimates
APGAPi Group Narrows Guidance
ADBEAdobe Sees First Quarter Above Estimates but Guides Earnings In-line for the Year
MTNVail Resorts Reaffirms

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Positive Surprise

Amtech Systems Beat Expectations

Logo for Amtech Systems IncAmtech Systems (ASYS) reported earnings of $0.10 per share on revenue of $19.84 million for the fiscal fourth quarter ended September 2025. The consensus estimate was a loss of $0.03 per share on revenue of $19.00 million. The Earnings Whisper number was $0.01 per share. The company beat expectations by 900.00% while revenue fell 17.71% compared to the same quarter a year ago.

The company said it expects first quarter revenue of $18.0 million to $20.0 million. The current consensus revenue estimate is $19.5 million for the quarter ending December 31, 2025.

Amtech Systems Inc is a supplier of horizontal diffusion furnace systems used for solar (photovoltaic) cell and semiconductor manufacturing. It operates in two business segments namely solar and semiconductor equipment, and polishing supplies.

Chart for Amtech Systems Inc

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Negative Surprise

DLH Holdings Missed Consensus Estimates

Logo for Dlh Holdings CorpDLH Holdings (DLHC) reported a loss of $0.06 per share on revenue of $81.16 million for the fiscal fourth quarter ended September 2025. The consensus earnings estimate was $0.02 per share on revenue of $83.50 million. The company missed consensus estimates by 400.00% while revenue fell 15.80% compared to the same quarter a year ago.

DLH Holdings Corp. serves clients throughout the United States as a full-service provider of healthcare, logistics, and technical support services to DoD and Federal agencies. Its healthcare delivery solutions include professional services, such as case management, health and injury assessment, critical care, medical/surgical, emergency room/trauma center, counseling, behavioral health and trauma brain injury, medical systems analysis, and medical logistics, and allied support services in the areas of MRI technology, diagnostic sonography, phlebotomy, dosimetry, physical therapy, and pharmaceuticals. The company's logistics and technical services include program and project management, systems engineering and applicable information technology services, integrated logistics support, training, equipment and non-tactical vehicle operations and maintenance, and facilities and shipyard support services. DLH Holdings Corp., formerly known as TeamStaff, Inc., is headquartered in Atlanta, Georgia.

Chart for Dlh Holdings Corp

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

Broadcom is Expected to Beat Estimates

Logo for Broadcom Inc.Broadcom (AVGO) is confirmed to report earnings on Thursday, December 11, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $1.87 per share on revenue of $17.50 billion, respresenting 24.5% year-over-year revenue growth, and the Earnings Whisper ® number is $1.90 per share. Investors are 41.6% bullish going into the company's earnings release. Option traders are pricing in a 7.1% move on earnings and the stock has averaged a 11.7% move in recent quarters.

Chart for Broadcom 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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