Earnings Whispers - October 8, 2025

Summary for Wednesday, October 8, 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

AZZ Missed Expectations

Logo for Azz IncAZZ (AZZ) reported earnings of $1.55 per share on revenue of $417.28 million for the fiscal second quarter ended August 2025. The consensus earnings estimate was $1.56 per share on revenue of $429.45 million. The Earnings Whisper number was $1.62 per share. The company missed expectations by 4.32% while revenue grew 2.02% on a year-over-year basis.

The company said it continues to expect fiscal 2026 earnings of $5.75 to $6.25 per share on revenue of $1.625 billion to $1.725 billion. The current consensus earnings estimate is $6.02 per share on revenue of $1.68 billion for the year ending February 28, 2026.

AZZ Inc is an specialty electrical equipment manufacturer and provides engineered services to the global power generation, industrial, transmission and distribution markets. It also provides galvanizing services.

Chart for Azz Inc

Positive Guidance

Karyopharm Sees Revenue Above Estimates

Logo for Karyopharm Therapeutics IncKaryopharm Therapeutics Inc (KPTI) said it expects third quarter revenue of $42.0 million to $44.0 million. The current consensus revenue estimate is $39.9 million for the quarter ending September 30, 2025.

Karyopharm Therapeutics Inc. is a commercial-stage pharmaceutical company whose dedication to pioneering novel cancer therapies is fueled by a belief in the extraordinary strength and courage of patients with cancer.

Chart for Karyopharm Therapeutics Inc

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In-line Guidance

Marex Provides Third Quarter Guidance

Logo for Marex Group PlcMarex Group Plc (MRX) said it expects third quarter earnings of $0.92 to $0.97 per share on revenue of $475.0 million to $485.0 million. The current consensus earnings estimate is $0.92 per share on revenue of $475.4 million for the quarter ending September 30, 2025.



Chart for Marex Group Plc

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Positive Surprise

Richardson Electronics Beat Consensus Estimates

Logo for Richardson ElectrncsRichardson Electronics (RELL) reported earnings of $0.13 per share on revenue of $54.61 million for the fiscal first quarter ended August 2025. The consensus earnings estimate was $0.02 per share on revenue of $51.51 million. The company beat consensus estimates by 550.00% while revenue grew 1.64% on a year-over-year basis.

Richardson Electronics, Ltd. is a leading global provider of engineered solutions, power grid and microwave tubes and related consumables; power conversion and RF and microwave components; high value flat panel detector solutions, replacement parts, tubes and service training for diagnostic imaging equipment; and customized display solutions.

Chart for Richardson Electrncs

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Resources Connection, Inc. Beat Consensus Estimates

Logo for Resources Connection IncResources Connection, Inc. (RGP) reported a loss of $0.04 per share on revenue of $120.23 million for the fiscal first quarter ended August 2025. The consensus estimate was a loss of $0.17 per share on revenue of $118.82 million. The company beat consensus estimates by 76.47% while revenue fell 12.20% compared to the same quarter a year ago.

Regency Energy Partners LP is engaged in the gathering, processing, contract compression, marketing and transportation of natural gas and the transportation, fractionation and storage of NGLs.

Chart for Resources Connection Inc

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

Applied Digital is Expected to Report In-line with Estimates

Logo for Applied Digital CorporationApplied Digital (APLD) is confirmed to report earnings on Thursday, October 9, 2025 at approximately 4:05 PM ET. The consensus estimate is a loss of $0.11 per share on revenue of $42.97 million, a decline of 29.2% year-over-year, and the Earnings Whisper ® number is a loss of $0.11 per share. Investors are 28.8% bearish going into the company's earnings release. Option traders are pricing in a 17.5% move on earnings and the stock has averaged a 16.8% move in recent quarters.

Chart for Applied Digital Corporation

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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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