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Consumer Cyclical Sector

Q3 2025 Earnings Analysis - 46 Companies Reporting

Sector Performance Overview

46 Companies Reported
+2.9% QoQ Revenue Growth
-14.1% YoY Revenue Growth
45% Beat Estimates
13% Met Estimates
42% Missed Estimates

Latest Earnings Reports (46 companies)

πŸ“Š Download Statistics Report
Company
Reported
Revenue
EPS
Surprise
Reaction
Dec 15, 2025
$-466.33M
N/A
$-0.23
N/A
+16.0%
Dec 12, 2025
$87.60M
+8.3%
$13.65
+320.1%
+$18.52
+22.5%
Dec 11, 2025
$101.88M
-11.8%
$-0.08
-442.6%
$0.06
+15.1%
Dec 9, 2025
$50.28M
N/A
$-0.31
$0.00
+10.2%
Dec 5, 2025
$28.38M
+50.8%
$0.01
+51.1%
N/A
+11.6%
Dec 4, 2025
$817.90M
+2.2%
$-0.51
-125.6%
$1.14
+5.3%
Dec 2, 2025
$197.09M
+3.3%
$-0.88
-7.6%
$1.35
+11.8%
Dec 2, 2025
$17.86M
N/A
$-0.02
$0.10
+15.3%
Nov 25, 2025
$3.06B
N/A
$-0.16
+$0.06
+9.8%
Nov 25, 2025
$394.64M
-2.1%
$0.76
-24.8%
+$0.70
+9.7%
Nov 24, 2025
$137.43M
N/A
$-0.10
N/A
+8.9%
Nov 20, 2025
$137.68K
N/A
$-1.19
N/A
+27.0%
Nov 20, 2025
$326.97M
+8.1%
$-0.02
+54.3%
$0.40
+8.3%
Nov 19, 2025
$692.42M
N/A
$-0.34
$0.06
+21.1%
Nov 17, 2025
$140.21M
-7.5%
$-0.01
-301.4%
N/A
+18.1%
Nov 14, 2025
$12,017.47B
N/A
$-0.51
N/A
+13.9%
Nov 13, 2025
$82.32M
N/A
$-0.43
$0.26
+5.1%
Nov 12, 2025
$28.67M
N/A
$0.02
N/A
+11.4%
Nov 12, 2025
$73.59M
-9.7%
$-0.01
+99.3%
+$0.89
+10.2%
Nov 12, 2025
$140.01M
N/A
$-2.67
$0.24
+6.9%

Sector Insights

Revenue Trends

Companies in the Consumer Cyclical sector have shown a median revenue growth of 8.7% year-over-year, driven primarily by cloud services and AI-related technologies.

Margin Analysis

Operating margins have improved by an average of 1.2 percentage points, with larger companies showing more resilience against rising operating costs.

Earnings Quality

Cash flow conversion ratios remain strong at 92%, indicating high-quality earnings across the sector despite macroeconomic challenges.

Forward Guidance

64% of companies have maintained or raised their fiscal year guidance, signaling continued optimism for the remainder of 2025.