Earnings Report Ahead of Market Opening for November 25, 2025: ADI, BABA, BURL, BBY, DKS, SJM, NIO, AMTM, ATAT, ANF, KSS, CLFD
Earnings Reports Overview: Several companies, including Analog Devices, Alibaba, and Burlington Stores, are set to report earnings on November 25, 2025, with varying forecasts and performance expectations compared to previous quarters.
Analog Devices Performance: Analog Devices (ADI) is expected to report a 32.93% increase in earnings per share (EPS) to $2.22, having consistently beaten expectations in the past year.
Alibaba's Decline: Alibaba (BABA) anticipates a significant 74.61% decrease in EPS to $0.49, indicating challenges compared to the same quarter last year.
Retail Sector Insights: Companies like Best Buy, Dick's Sporting Goods, and Kohl's are also reporting, with mixed forecasts; Best Buy expects a modest increase, while Kohl's projects a drastic 195% decrease in EPS.
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- Earnings Beat: Amentum reported adjusted diluted EPS of $0.54 for Q1 2026, surpassing analyst expectations of $0.52, indicating resilience in profitability despite broader concerns.
- Revenue Miss: However, the company’s revenue of $3.24 billion fell short of the anticipated $3.32 billion, representing a 5% year-over-year decline, which may raise investor concerns about future growth prospects.
- Negative Cash Flow Warning: Amentum reported negative free cash flow of $142 million in Q1, a stark contrast to the positive $102 million reported in Q1 2025, highlighting challenges in cash management that could affect operational flexibility.
- Cautious Outlook: While management forecasts revenue growth to $13.95 billion to $14.3 billion for fiscal 2026 and adjusted EBITDA of $1.1 billion to $1.14 billion, the current P/E ratio of 75.2 suggests that investors should carefully evaluate the stock's investment value amidst these projections.
- Mixed Financial Results: Amentum reported Q1 2026 adjusted diluted EPS of $0.54, surpassing the $0.52 consensus, yet revenue fell short at $3.24 billion compared to the expected $3.32 billion, resulting in a 19.9% stock decline.
- Negative Free Cash Flow: The company reported negative free cash flow of $142 million in Q1 2026, a stark contrast to the positive $102 million in Q1 2025, indicating a deterioration in financial health that may undermine investor confidence.
- Fiscal 2026 Guidance: Amentum forecasts fiscal 2026 revenue between $13.95 billion and $14.3 billion, reflecting approximately 3% year-over-year growth, with adjusted EBITDA projected at $1.1 billion to $1.14 billion, suggesting cautious optimism from management about future performance.
- High Market Valuation: Despite anticipated revenue and EBITDA growth, Amentum's current P/E ratio stands at 75.2, prompting investors to consider whether to buy during the dip, especially when more attractive nuclear energy stocks are available in the market.
- Strong Earnings Performance: Teradata reported earnings of 74 cents per share, surpassing the analyst consensus estimate of 56 cents, indicating robust profitability that boosts investor confidence.
- Sales Growth: The company's quarterly sales reached $421 million, exceeding the analyst consensus estimate of $400.817 million, suggesting sustained strong market demand that could drive future business expansion.
- Stock Price Surge: Teradata shares jumped 16.5% to $34.07 in pre-market trading, reflecting a positive market reaction to the earnings report, which may attract more investor interest.
- Significant Market Impact: This earnings beat not only lifted the company's stock price but could also positively influence investor sentiment across the industry, further solidifying Teradata's market position in the data analytics sector.
- Retail Sales Weakness: US December retail sales were unchanged month-over-month, falling short of the +0.4% expectation, indicating weakness in consumer spending that could lead to a downward revision in Q4 GDP, thereby impacting market confidence and economic growth outlook.
- Employment Cost Index Decline: The US Q4 employment cost index rose by +0.7% quarter-over-quarter, below the expected +0.8%, marking the smallest increase in 4.5 years, suggesting easing labor cost pressures that may influence the Fed's monetary policy decisions.
- Mixed Market Performance: The Dow Jones Industrial Average reached a new all-time high, closing up +0.10%, while the S&P 500 and Nasdaq 100 indices fell by -0.33% and -0.56%, respectively, reflecting divergent market sentiment and uncertainty.
- Focus on Upcoming Economic Data: The market will closely monitor upcoming economic data, including January nonfarm payrolls and unemployment rate, which are expected to significantly influence future monetary policy and market trends.
- Retail Sales Stagnation: US retail sales for December were unchanged month-over-month, falling short of the +0.4% expectation, indicating weakness in consumer spending that could lead to a downward revision in Q4 GDP, thereby impacting overall economic growth forecasts.
- Employment Cost Index Decline: The Q4 employment cost index rose by 0.7% quarter-over-quarter, below the expected 0.8%, marking the smallest increase in 4.5 years, suggesting easing labor cost pressures that may influence Federal Reserve monetary policy decisions.
- Positive Earnings Outlook: More than half of S&P 500 companies have reported earnings, with 79% exceeding expectations, and Q4 earnings growth is projected at 8.4%, reflecting strong corporate profitability that could support stock market performance.
- Market Focus on Economic Data: This week, the market will concentrate on upcoming economic data releases, including non-farm payrolls and CPI, which are expected to influence investor expectations regarding future interest rate policies and subsequently affect stock market volatility.
- Strong Revenue Growth: Amentum Holdings reported revenue of $3.24 billion for Q1 2026, reflecting a 3% year-over-year increase, with adjusted EBITDA of $263 million and an EBITDA margin of 8.1%, showcasing robust performance in high-demand sectors like nuclear energy and digital infrastructure.
- Backlog Expansion: The company noted a 4% increase in backlog, reaching over $47 billion, which includes nearly $1 billion in nuclear energy contracts and a $730 million, 10-year contract from EDF Nuclear Power in the U.K., indicating sustained competitiveness in key markets.
- Cash Flow Usage: Free cash flow usage of $142 million in Q1 was primarily attributed to timing effects related to pay cycles and government holidays, with expectations for normalization in Q2, reflecting management's confidence in future cash flow recovery.
- Outlook Reaffirmation: Management reaffirmed fiscal 2026 guidance, projecting revenue between $13.95 billion and $14.3 billion and adjusted EBITDA between $1.1 billion and $1.14 billion, demonstrating confidence in future growth, particularly amid strong demand in nuclear and space markets.









