Pre-Market Earnings Report for October 27, 2025 : RVTY, ARLP, BOH, DQ, LKFN, CRI, DEA, BMRC

A diverse group of companies, including Revvity, Alliance Resource Partners, and Bank of Hawaii, are scheduled to report Q3 2025 earnings on October 27, 2025. Analyst consensus forecasts indicate a wide range of expected performance, from Carter's Inc.'s projected 52.44% EPS decrease and recent misses to Bank of Hawaii's anticipated 21.51% EPS increase. Notably, several companies like Revvity and Bank of Hawaii are projected to achieve higher earnings growth than their industry peers, as suggested by their 2025 P/E ratios relative to industry averages, setting varied expectations for the upcoming reports.

Analysis

A diverse set of companies is scheduled to report Q3 2025 earnings, presenting varied outlooks. Bank of Hawaii (BOH) and Bank of Marin Bancorp (BMRC) project robust year-over-year EPS increases of 21.51% and 50.00% respectively, with both trading at higher 2025 P/E ratios (BOH 14.32 vs. industry 7.80; BMRC 16.09 vs. industry 7.80), implying expectations of superior earnings growth compared to peers. Revvity (RVTY) also demonstrates consistent outperformance, having beaten expectations every quarter in the past year, and carries a significantly higher P/E of 20.03 against an industry average of 2.60.

Conversely, Carter's, Inc. (CRI) faces significant headwinds, with a projected 52.44% decrease in EPS and a substantial miss of -60.47% in Q2 2025, alongside a lower P/E ratio (9.81 vs. industry 20.30). DAQO New Energy Corp. (DQ) is forecasted to report negative EPS of $-0.61, despite a 33.70% year-over-year increase, and has a negative 2025 P/E of -7.40 against an industry average of 7.70.

Several companies, including BOH, Lakeland Financial (LKFN), and BMRC, have experienced recent earnings misses, despite positive EPS growth forecasts for Q3 2025. LKFN, for instance, missed Q1 2025 consensus by -10.34% and has a 'days to cover' exceeding 17 days, indicating potential short interest or liquidity concerns. These mixed signals highlight the importance of scrutinizing underlying operational performance beyond headline EPS growth figures.

Key Decisions for Investors

• Investors should closely monitor earnings reports from companies projecting high EPS growth and P/E premiums, such as BOH and BMRC, to validate their implied superior growth trajectories and assess if recent misses indicate transient or systemic issues.
• Consider exercising caution or conducting deeper due diligence on companies like CRI, given the substantial projected EPS decline and recent significant misses, which may signal deteriorating fundamentals or increased competitive pressures.
• Evaluate the sustainability of earnings growth for companies with high P/E ratios relative to their industry, like RVTY, ensuring that operational performance and future guidance support the premium valuation.
• For companies with recent earnings misses, such as LKFN and BMRC, scrutinize management commentary and forward guidance for signs of operational improvements or continued challenges, especially given LKFN's high 'days to cover'.