Pre-Market Earnings Report for June 4, 2025 : DLTR, THO, REVG, CXM, VBNK, GCO

Several companies, including Dollar Tree (DLTR), Thor Industries (THO), REV Group (REVG), Sprinklr (CXM), VersaBank (VBNK), and Genesco (GCO), are set to report earnings before market open on June 4, 2025, with forecasts indicating mixed performance; DLTR and THO are expected to report EPS decreases of 16.78% and 17.37% respectively, while REVG's EPS is projected to increase by 61.76%. CXM and THO have higher P/E ratios than their industry, implying higher growth than their competitors, while VBNK and DLTR have lower P/E ratios than their industry.

Analysis

Several companies are set to report earnings for the quarter ending April 30, 2025, presenting a mixed outlook. Dollar Tree (DLTR) is forecast to report a 16.78% year-over-year (YoY) decrease in earnings per share (EPS) to $1.19, with its 2026 Price to Earnings (P/E) ratio of 17.75 trailing the industry average of 27.20. Thor Industries (THO) faces an anticipated EPS decline of 17.37% to $1.76, has a history of negative earnings surprises including a -114.29% miss in its latest report, but its 2025 P/E ratio of 21.19 exceeds the industry's 17.60, implying, according to Zacks Investment Research, expectations for higher earnings growth than its competitors. In contrast, REV Group (REVG) is projected to achieve substantial EPS growth of 61.76% to $0.55, despite a -2.33% earnings miss in the fourth calendar quarter of 2024, and its 2025 P/E of 16.45 is slightly below its industry's 17.60. Sprinklr (CXM) expects flat EPS at $0.04 YoY, though it has met or beaten analyst expectations in three of the past four quarters; its 2026 P/E of 54.73 significantly surpasses the industry's 8.80, also implying, per Zacks, higher future earnings growth. VersaBank (VBNK) is bracing for a 33.33% EPS decrease to $0.22, accompanied by a 164.59% increase in days to cover short interest as of May 15, 2025, and its 2025 P/E of 9.80 is below the industry's 10.70. Genesco (GCO) anticipates a slight 0.48% YoY improvement in its EPS to $-2.09, though this remains a loss and follows a -1.51% miss in the first calendar quarter of 2025; its 2026 P/E of 14.50 is also below its industry average of 20.10.

Key Decisions for Investors

• Investors should closely monitor Dollar Tree, Thor Industries, and VersaBank given their consensus forecasts for significant EPS declines; particular attention should be paid to Thor Industries' history of substantial earnings misses and VersaBank's sharply increased short interest.
• REV Group's projected strong EPS growth presents a potential opportunity, while for Sprinklr, its high P/E ratio and consistent past forecast beats should be weighed against the flat current-quarter EPS expectation and reliance on future growth.
• For companies such as Dollar Tree, VersaBank, and Genesco, whose P/E ratios are below their respective industry averages, investors should assess whether this signals potential undervaluation or reflects persistent operational challenges, especially considering the negative EPS outlook for DLTR and VBNK and continued losses for GCO.