Earnings Whispers - October 23, 2025

Summary for Wednesday, October 22, 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

Tesla Missed Expectations

Logo for Tesla IncTesla (TSLA) reported earnings of $0.50 per share on revenue of $28.10 billion for the third quarter ended September 2025. The consensus earnings estimate was $0.52 per share on revenue of $26.27 billion. The Earnings Whisper number was $0.61 per share. The company missed expectations by 18.03% while revenue grew 11.57% on a year-over-year basis.

We continue to launch new products that excite our customers across automotive and energy. We launched the Model YL and Model Y Performance and further expanded our vehicle offering with the Model 3 and Model Y Standard, our most affordable vehicles. We also unveiled the Megapack 3 and Megablock, which will further simplify large battery installations by reducing cost and time to deploy. We believe our scale and cost structure will enable us to navigate the shifting market dynamics across the globe more effectively than our peers, with advances in AI making our products the most compelling in the market.

Tesla Motors Inc designs, develops, manufactures and sells high-performance fully electric vehicles and electric vehicle powertrain components.

Chart for Tesla Inc

Positive Guidance

Simulations Plus Sees 2026 Earnings Above Estimates

Logo for Simulations Plus, Inc.Simulations Plus, Inc. (SLP) said it continues to expect fiscal 2025 earnings of $0.93 to $1.06 per share on revenue of $76.0 million to $80.0 million. The current consensus earnings estimate is $0.99 per share on revenue of $78.5 million for the year ending August 31, 2025. The company also said it expects fiscal 2026 earnings of $1.03 to $1.10 per share on revenue of $79.0 million to $82.0 million. The current consensus earnings estimate is $0.86 per share on revenue of $79.7 million for the year ending August 31, 2026.

Simulations Plus Inc designs and develops pharmaceutical simulation software to promote cost-effective solutions to a number of problems in pharmaceutical research and in the education of pharmacy and medical students.

Chart for Simulations Plus, Inc.

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Negative Guidance

Molina Healthcare Lowers Earnings Outlook

Logo for Molina Healthcare Inc.Molina Healthcare Inc. (MOH) said it expects 2025 earnings of approximately $14.00 per share on revenue of approximately $44.5 billion. The company's previous guidance was earnings of approximately $19.00 per share on revenue of approximately $44.0 billion, and the current consensus earnings estimate is $18.87 per share on revenue of $44.5 billion for the year ending December 31, 2025.

Molina Healthcare Inc provides health care to individuals receiving government assistance. It offers cost-effective Medicaid-related solutions to meet the health care needs of low-income families and individuals.

Chart for Molina Healthcare Inc.

Other Top Guidance Announcements

UNFUniFirst Guides Below Estimates
LRCXLam Research Sees Revenue Above Estimates
WGOWinnebago Sees 2026 Revenue Below Estimates but Guides Earnings In-line
APHAmphenol Guides Above Estimates
BDNBrandywine Realty Trust Lowers Guidance
PKGPCA Sees Earnings Below Estimates
CLBCore Lab Sees Revenue Above Estimates
RSReliance Guides Below Estimates
RHIRobert Half Sees Earnings Below Estimates
GSHDGoosehead Insurance Reaffirms
KNXKnight-Swift Transportation Guides Below Estimates
VREVeris Residential Raises Guidance
MEDPMedpace Raises Guidance

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Positive Surprise

Kaiser Aluminum Beat Consensus Estimates

Logo for Kaiser AluminumKaiser Aluminum (KALU) reported earnings of $1.86 per share on revenue of $843.50 million for the third quarter ended September 2025. The consensus earnings estimate was $0.80 per share on revenue of $907.91 million. The company beat consensus estimates by 132.50% while revenue grew 12.81% on a year-over-year basis.

Kaiser Aluminum Corp is engaged in the production of semi-fabricated specialty aluminum products. The Company has one operating segment; Fabricated Products.

Chart for Kaiser Aluminum

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Negative Surprise

First Internet Bancorp Missed Consensus Estimates

Logo for First Internet BcpFirst Internet Bancorp (INBK) reported a loss of $1.43 per share on revenue of $86.84 million for the third quarter ended September 2025. The consensus earnings estimate was $0.66 per share on revenue of $44.10 million. The company missed consensus estimates by 316.67%.

First Internet Bancorp is a bank holding company that conducts its business activities through its subsidiary, First Internet Bank of Indiana. The Bank operates through the internet primarily in the United States. Its services includes checking accounts, regular and money market savings accounts, consumer loans, conforming mortgages, jumbo mortgages, home equity loans and lines of credit, and commercial loans. First Internet Bancorp is based in Indianapolis, United States.

Chart for First Internet Bcp

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

Intel is Expected to Beat Estimates

Logo for Intel Corp.Intel (INTC) is confirmed to report earnings on Thursday, October 23, 2025 at approximately 4:00 PM ET. The consensus earnings estimate is $0.01 per share on revenue of $13.11 billion, a decline of 1.3% year-over-year, and the Earnings Whisper ® number is $0.03 per share. Investors are 5.5% bullish going into the company's earnings release. Option traders are pricing in a 10.4% move on earnings and the stock has averaged a 10.2% move in recent quarters.

Chart for Intel Corp.

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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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