After-Hours Earnings Report for May 20, 2025 : PANW, KEYS, TOL, XP, MOD, VSAT, EVLV, TUYA, BIOX, AUNA, JHX, EARN

Several companies, including Palo Alto Networks (PANW), Keysight Technologies (KEYS), and Toll Brothers (TOL), are scheduled to report earnings after hours on May 20, 2025. PANW's EPS is expected to decrease by 6.82% year-over-year, while KEYS's EPS is projected to increase by 12.10%; TOL's EPS is expected to decrease by 15.38% compared to the same quarter last year. Other companies reporting include XP Inc. (XP), Modine Manufacturing Company (MOD), ViaSat, Inc. (VSAT), Evolv Technologies Holdings, Inc. (EVLV), Tuya Inc. (TUYA), Bioceres Crop Solutions Corp. (BIOX), Auna SA (AUNA), James Hardie Industries plc. (JHX), and Ellington Credit Company (EARN).

Analysis

Upcoming earnings reports on May 20, 2025, reveal varied expectations across companies. Keysight Technologies (KEYS) anticipates a 12.10% year-over-year (YoY) earnings per share (EPS) increase to $1.39, supported by a history of consistently beating analyst expectations and a 2025 Price to Earnings (P/E) ratio of 26.99, significantly above its industry's 2.30, implying expectations of superior earnings growth. Modine Manufacturing (MOD) also projects a robust 23.38% YoY EPS increase to $0.95, despite a Q1 2024 earnings miss, and its P/E of 26.90 is below its industry average of 47.40. ViaSat (VSAT) forecasts an 80.56% YoY EPS improvement to $-0.14, albeit from a negative base, and notably has 'days to cover' exceeding 12, indicating high short interest; its 2025 P/E is -23.80. Tuya Inc. (TUYA) is expected to reach breakeven with a $0.00 EPS, representing a 100.00% YoY improvement, and has a strong track record of meeting or exceeding expectations. Conversely, Palo Alto Networks (PANW) faces a projected 6.82% YoY EPS decrease to $0.41; however, the company has mostly beaten estimates historically and its exceptionally high 2025 P/E of 110.40, versus an industry P/E of -405.90, suggests significant future growth is priced in. Toll Brothers (TOL) anticipates a 15.38% EPS decline to $2.86, with its P/E of 7.76 trailing the industry's 10.60. XP Inc. (XP) forecasts a 5.41% EPS decrease to $0.35, following a Q1 2024 miss, and its P/E of 13.12 is slightly below the industry's 15.90. Evolv Technologies (EVLV) expects a 12.50% EPS decrease to $-0.09, carrying a negative P/E of -19.13. Bioceres Crop Solutions (BIOX) projects a substantial 164.29% YoY EPS decline to $-0.09, also marked by high short interest with 'days to cover' over 13 and a deeply negative P/E of -95.20. James Hardie Industries (JHX) anticipates a 7.50% EPS decrease to $0.37. Auna SA (AUNA) and Ellington Credit Company (EARN) forecast stable YoY EPS at $0.10 and $0.27, respectively; EARN boasts a history of consistent earnings beats and a low P/E of 5.85 relative to its industry.

Key Decisions for Investors

• Investors might consider Keysight Technologies (KEYS) and Ellington Credit Company (EARN) given their positive EPS forecasts and strong earnings beat history, though KEYS's valuation warrants attention.
• Careful scrutiny is advised for Bioceres Crop Solutions (BIOX) and ViaSat (VSAT) due to projected EPS declines and high short interest, necessitating close monitoring of their earnings releases for fundamental shifts.
• Palo Alto Networks' (PANW) high P/E ratio amidst an expected EPS decrease requires investors to critically evaluate its forward guidance to validate the current market valuation.
• Tuya Inc.'s (TUYA) anticipated EPS breakeven could signal a noteworthy inflection point, making its results and outlook particularly important to monitor for confirmation of a turnaround.
• For companies like Toll Brothers (TOL) and XP Inc. (XP) facing EPS headwinds, investors should assess whether their current valuations, which are below or near industry peers, sufficiently discount these challenges.