Earnings Whispers - September 17, 2025

Summary for Wednesday, September 17, 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

General Mills Beat Expectations

Logo for General Mills, Inc.General Mills (GIS) reported earnings of $0.86 per share on revenue of $4.52 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $0.81 per share on revenue of $4.50 billion. The Earnings Whisper number was $0.84 per share. The company beat expectations by 2.38% while revenue fell 6.82% compared to the same quarter a year ago.

The company said it continues to expect fiscal 2026 earnings of $3.56 to $3.88 per share on revenue of $19.29 billion to $19.68 billion. The current consensus earnings estimate is $3.65 per share on revenue of $18.65 billion for the year ending May 31, 2026.

“Our primary goal in fiscal 2026 is to restore organic sales growth by investing in greater value, innovation, and product news for consumers,” said General Mills Chairman and Chief Executive Officer Jeff Harmening. “I’m pleased that we’re seeing the returns we expected on these investments, helping us grow or hold pound share in 8 of our top 10 U.S. categories while continuing to drive strong competitiveness in foodservice and international markets in the first quarter.

General Mills makes food the world loves.

Chart for General Mills, Inc.

Negative Guidance

Nucor Sees Earnings Below Estimates

Logo for Nucor Corp.Nucor Corp. (NUE) said it expects third quarter earnings of $2.05 to $2.15 per share. The current consensus earnings estimate is $2.56 per share for the quarter ending September 30, 2025.

Nucor Corp and its affiliates are manufacturer of steel and steel products. It also produces direct reduced iron for use in the Company’s steel mills.

Chart for Nucor Corp.

Manchester United Sees Revenue Below Estimates

Logo for Manchester UnitedManchester United (MANU) said it expects fiscal 2026 revenue of $873.4 million to $900.7 million. The current consensus revenue estimate is $930.5 million for the year ending June 30, 2026.

Manchester United PLC operates as a professional sports club. It also operates Manchester United branded soccer schools, physical retail channels and e-commerce retail channels.

Chart for Manchester United

Other Top Guidance Announcements

SGHCSuper Group Raises Guidance but Remains In-line with Estimates
MANUManchester United Sees Revenue Below Estimates
CBRLCracker Barrel Guides Below Estimates
NRGNRG Energy Raises Guidance but Remains In-line with Estimates

Company controls 70% AI infrastructure.

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Positive Surprise

Manchester United Beat Consensus Estimates

Logo for Manchester United LtdManchester United (MANU) reported a loss of $0.04 per share on revenue of $219.20 million for the fiscal fourth quarter ended June 2025. The consensus estimate was a loss of $0.09 per share on revenue of $225.80 million. The company beat consensus estimates by 55.56% while revenue grew 22.17% on a year-over-year basis.

The company said it expects fiscal 2026 revenue of $873.4 million to $900.7 million. The current consensus revenue estimate is $930.5 million for the year ending June 30, 2026.

Manchester United PLC operates as a professional sports club. It also operates Manchester United branded soccer schools, physical retail channels and e-commerce retail channels.

Chart for Manchester United Ltd

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Negative Surprise

Rezolute Missed Consensus Estimates

Logo for Rezolute IncRezolute (RZLT) reported a loss of $0.26 per share on revenue of $0.00 million for the fiscal fourth quarter ended June 2025. The consensus estimate was a loss of $0.23 per share. The company missed consensus estimates by 13.04%.

Rezolute strives to disrupt current treatment paradigms by developing transformative therapies for devastating rare and chronic metabolic diseases.

Chart for Rezolute Inc

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

FedEx is Expected to Miss Estimates

Logo for FedEx Corp.FedEx (FDX) is confirmed to report earnings on Thursday, September 18, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $3.65 per share on revenue of $21.76 billion, respresenting 0.8% year-over-year revenue growth, and the Earnings Whisper ® number is $3.63 per share. Investors are 9.1% bearish going into the company's earnings release. Option traders are pricing in a 8.3% move on earnings and the stock has averaged a 8.0% move in recent quarters.

Chart for FedEx 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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