Earnings Whispers - September 24, 2025

Summary for Wednesday, September 24, 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

Cintas Missed Expectations

Logo for Cintas CorporationCintas (CTAS) reported earnings of $1.20 per share on revenue of $2.72 billion for the fiscal first quarter ended August 2025. The consensus earnings estimate was $1.19 per share on revenue of $2.69 billion. The Earnings Whisper number was $1.22 per share. The company missed expectations by 1.64% while revenue grew 8.66% on a year-over-year basis.

The company said it expects fiscal 2026 earnings of $4.74 to $4.86 per share on revenue of $11.06 billion to $11.18 billion. The company's previous guidance was earnings of $4.71 to $4.85 per share on revenue of $11.00 billion to $11.15 billion, and the current consensus earnings estimate is $4.83 per share on revenue of $11.10 billion for the year ending May 31, 2026.

Cintas Corp is a provider of corporate identity uniforms. It operates in four segments: Rental Uniforms & Ancillary Products, Uniform Direct Sales, First Aid, Safety & Fire Protection Services, & Document Management Services.

Chart for Cintas Corporation

Positive Guidance

Stitch Fix Guides Above Estimates

Logo for Stitch Fix, Inc.Stitch Fix, Inc. (SFIX) said it expects first quarter revenue of $333.0 million to $338.0 million and fiscal revenue of $1.28 billion to $1.33 billion. The current consensus revenue estimate is $310.21 million for the quarter ending October 31, 2025 and revenue of $1.25 billion for the year ending July 31, 2026.

Stitch Fix is an online personal styling service that is reinventing the shopping experience by delivering one-to-one personalization to our clients through the combination of data science and human judgment. Stitch Fix was founded in 2011 by CEO Katrina Lake. Since then, we’ve helped millions of women, men, and kids discover and buy what they love through personalized selections of apparel, shoes, and accessories, curated by Stitch Fix stylists and algorithms.

Chart for Stitch Fix, Inc.

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Negative Guidance

KB Home Lowers Guidance

Logo for KB HomeKB Home (KBH) said it now expects fiscal 2025 housing revenue of $6.10 billion to $6.20 billion. The company's previous guidance was revenue of $6.30 billion to $6.50 billion and the current consensus revenue estimate is $6.41 billion for the year ending November 30, 2025.

KB Home is one of the largest and most recognized homebuilders in the United States and has built over 650,000 quality homes in our more than 60-year history.

Chart for KB Home

Other Top Guidance Announcements

FULH.B. Fuller Narrows Guidance
THOTHOR Industries Guides Below Estimates

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Positive Surprise

THOR Industries Beat Expectations

Logo for THOR Industries, Inc.THOR Industries (THO) reported earnings of $2.31 per share on revenue of $2.52 billion for the fiscal fourth quarter ended July 2025. The consensus earnings estimate was $1.16 per share on revenue of $2.31 billion. The Earnings Whisper number was $1.12 per share. The company beat expectations by 106.25% while revenue fell 0.41% compared to the same quarter a year ago.

The company said it expects fiscal 2026 earnings of $3.75 to $4.25 per share on revenue of $9.00 billion to $9.50 billion. The current consensus earnings estimate is $4.29 per share on revenue of $9.58 billion for the year ending July 31, 2026.

Thor Industries Inc manufactures and sells a range of recreational vehicles and small and mid-size buses in the United States and Canada. The Company’s two reportable segments include towable recreational vehicles and motorized recreational vehicles.

Chart for THOR Industries, Inc.

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Negative Surprise

Uranium Energy Missed Expectations

Logo for Uranium EnergyUranium Energy (UEC) reported a loss of $0.07 per share on revenue of $0.00 million for the fiscal fourth quarter ended July 2025. The consensus estimate was a loss of $0.03 per share on revenue of $17.00 million. The Earnings Whisper number was a loss of $0.04 per share. The company missed expectations by 75.00%.

Uranium Energy Corp is America's largest and fastest growing supplier of uranium needed to produce safe, clean, reliable nuclear energy.

Chart for Uranium Energy

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

Costco Wholesale is Expected to Beat Estimates

Logo for Costco Wholesale Corp.Costco Wholesale (COST) is confirmed to report earnings on Thursday, September 25, 2025 at approximately 4:15 PM ET. The consensus earnings estimate is $5.82 per share on revenue of $86.14 billion, respresenting 8.1% year-over-year revenue growth, and the Earnings Whisper ® number is $5.83 per share. Investors are 27.3% bearish going into the company's earnings release. Option traders are pricing in a 3.8% move on earnings and the stock has averaged a 3.2% move in recent quarters.

Chart for Costco Wholesale 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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