After-Hours Earnings Report for December 17, 2025 : MU, EPAC, WS, MLKN

Four companies are set to report after the close on 12/17/2025 for the quarter ended Nov. 30: Micron Technology (MU), Enerpac Tool Group (EPAC), Worthington Steel (WS) and MillerKnoll (MLKN). Micron, covered by seven analysts, has a consensus EPS of $3.67 (up 126.5% year‑over‑year) and has beaten expectations every quarter in the past year; Zacks shows a 2026 P/E of 12.14 versus an industry 31.80, suggesting a materially cheaper valuation relative to peers if growth holds. The others have limited analyst coverage: Worthington Steel (1 analyst) is expected at $0.48 (up 152.6%) with a 2026 P/E of 13.04 vs. industry 16.80; Enerpac (1 analyst) is forecast at $0.38 (down 5.0%) with a 2026 P/E roughly in line with its industry at 20.63 vs. 20.20; MillerKnoll (2 analysts) is seen at $0.41 (down 25.5%) despite beating or meeting estimates most quarters over the past year and carries a 2026 P/E of 8.97 vs. an industry 4.90, underscoring idiosyncratic earnings and valuation dynamics that investors should monitor post‑print.

Analysis

Micron Technology (MU) is forecast to report EPS of $3.67 for the quarter ended Nov. 30, 2025, a 126.54% year‑over‑year increase and the seventh straight quarter in which MU has beaten consensus. Zacks lists a 2026 P/E of 12.14 versus an industry 31.80, implying a materially cheaper valuation relative to peers if the strong earnings trajectory is sustained.

Worthington Steel (WS) is expected to post EPS of $0.48, up 152.63% year‑over‑year, with a 2026 P/E of 13.04 versus an industry 16.80, suggesting potential upside if the one‑analyst forecast captures durable improvement. Enerpac Tool Group (EPAC) is forecast at $0.38 (down 5.0%) with a 2026 P/E of 20.63 roughly in line with its industry, while MillerKnoll (MLKN) is seen at $0.41 (down 25.45%) and carries a 2026 P/E of 8.97 versus an industry 4.90 despite meeting or beating estimates in three of the last four quarters.

Limited analyst coverage for EPAC and WS (one analyst each) and only two analysts for MLKN increases forecast uncertainty and elevates the informational value of management commentary. Per‑ticker sentiment inputs show MU (0.7) and WS (0.6) as mildly positive and EPAC (‑0.1) and MLKN (‑0.3) as modestly negative, so near‑term market moves will likely be driven by guidance, margin detail and after‑hours reaction rather than the headline EPS alone.

Key Decisions for Investors

• Consider a tactical overweight in Micron ahead of the print given consensus EPS $3.67 (up 126.5%) and a 2026 P/E well below industry peers, but size exposure conservatively and reassess after management guidance and after‑hours volatility.
• Take a selective/add stance on Worthington Steel where EPS is expected to rise sharply to $0.48 and valuation is below industry, but verify the drivers behind the jump given single‑analyst coverage and confirm cashflow/segment detail post‑print.
• Avoid initiating material new positions in Enerpac and MillerKnoll before their releases because EPAC shows an EPS decline and MLKN a 25.5% EPS drop with limited visibility; wait for guidance, margin commentary and clearer signals of sustainability.