Earnings Report for After-Hours Trading on November 18, 2025: DLB, POWL, GBDC, QFIN, SQM, SBLK, LZB, VREX, CCIF
Earnings Reports Overview: Several companies, including Dolby Laboratories, Powell Industries, and Golub Capital BDC, are set to report earnings for the quarter ending September 30, 2025, with varying forecasts indicating decreases in earnings per share compared to the previous year.
Performance Expectations: Despite expected declines in earnings, companies like Dolby and Powell have consistently beaten earnings expectations in the past year, suggesting potential resilience in their performance.
Industry Comparisons: The Price to Earnings (P/E) ratios for these companies indicate that they are expected to have higher earnings growth compared to their industry peers, with Dolby and Powell showing ratios above their respective industry averages.
Notable Increases and Decreases: Sociedad Quimica y Minera S.A. is projected to see a significant increase in earnings, while Star Bulk Carriers Corp. and La-Z-Boy Incorporated are expected to report substantial decreases in earnings per share compared to the same quarter last year.
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- Earnings Announcement: La-Z-Boy (LZB) is set to release its Q3 earnings on February 16 after market close, with consensus EPS estimate at $0.59, reflecting a 13.2% year-over-year decline, while revenue is expected to reach $535.43 million, indicating a 2.6% year-over-year increase.
- Historical Performance: Over the past two years, LZB has surpassed EPS estimates 63% of the time and revenue estimates 75% of the time, demonstrating the company's financial stability and market confidence.
- Estimate Adjustments: In the last three months, EPS estimates have seen two upward revisions and one downward revision, while revenue estimates also experienced two upward revisions and one downward revision, indicating a cautiously optimistic market outlook for the company's future performance.
- Strategic Growth Plans: La-Z-Boy has set a Q3 sales target between $525 million and $545 million, aiming to drive growth through strategic exits and a significant retail acquisition, showcasing the company's proactive approach in a competitive market.
- Walmart Earnings Expectations: Analysts anticipate Walmart will report its fourth-quarter earnings on Thursday, with net sales expected to rise approximately 4% and operating income potentially increasing by 11%, further solidifying its status as a trillion-dollar company.
- Consumer Health Insights: Investors will closely monitor Walmart's commentary on consumer health and its 2026 financial guidance to assess future market trends and corporate strategy.
- FOMC Meeting Minutes Release: The minutes from the January FOMC meeting will be released on Wednesday, providing insights into policymakers' views on the path of interest rates, especially after holding rates steady at the start of the year, which has generated significant market interest.
- Personal Consumption Expenditures Data: On Friday, the Personal Consumption Expenditures (PCE) data will be released, which is the Fed's preferred inflation gauge, and the market will be keen to see if it confirms that inflation is steadily cooling or prompts the Fed to maintain a cautious stance.
- Earnings Release Schedule: La-Z-Boy will report its third-quarter results for the fiscal year 2026 after the market closes on February 17, 2026, providing investors with insights into its latest financial performance and market trends.
- Investor Conference Call: The company will hold its quarterly investor conference call on February 18, 2026, at 8:30 a.m. Eastern Time, which will be webcast live along with corresponding slides, enhancing investor engagement and information transparency.
- Conference Call Replay: Following the call, it will be archived online for one year, and a telephone replay will be available for two weeks, ensuring that investors who could not participate live can access key information.
- Company Background: La-Z-Boy is a leading retailer and manufacturer with 370 stores, producing 90% of its products in North America, and has been recognized as one of America's most iconic companies, showcasing its strong market position and brand influence.
- Retail Expansion: La-Z-Boy is enhancing its market scale and achieving immediate sales and profit growth by adding 15 new stores in the Southeast, demonstrating proactive positioning in a competitive furniture market.
- Portfolio Optimization: The company is focusing on its core North American upholstery business by exiting non-core operations, which is expected to lift margins and strengthen its competitive edge, particularly among younger consumers.
- Improving Sales Trends: La-Z-Boy is experiencing improving written sales trends and strong wholesale performance, which are anticipated to drive future revenue growth, despite overall furniture demand being impacted by a weak housing market.
- Earnings Forecast Upgrade: Analysts have raised their earnings estimate for La-Z-Boy's fiscal 2026 from $2.46 to $2.65 per share, reflecting market optimism regarding the company's future growth prospects.
- Stock Surge: Following Trump's announcement to pause tariff increases on upholstered furniture, kitchen cabinets, and vanities, luxury furniture retailer RH saw a 9.5% stock increase, reflecting positive market sentiment towards the policy change.
- Market Reaction: Online retailer Wayfair's shares rose by 6.3%, while kitchenware and home furnishings retailer Williams-Sonoma experienced a 5.3% increase, indicating investor optimism regarding future profitability.
- Tariff Policy Impact: The Trump administration's decision to delay the scheduled tariff increases from 30% and 50% to the original 25% will alleviate cost pressures on imports, preventing potential price hikes for consumers.
- Industry Outlook Uncertain: Although the current tariff pause provides short-term relief for furniture retailers, the future direction of tariff policies remains uncertain pending a Supreme Court decision, leaving the industry in a precarious position.
- Investment Outlook for 2026: Barron’s Investor Circle reporters are preparing to analyze the investment landscape as 2025 comes to a close.
- Focus on Future Trends: The emphasis is on identifying key trends and opportunities that may shape investment strategies in the upcoming year.
- Market Predictions: Insights and predictions regarding market movements and potential sectors for growth are being gathered.
- Strategic Planning: Investors are encouraged to consider these insights for strategic planning and decision-making for 2026.








