After-Hours Earnings Report for September 18, 2025 : FDX, LEN, SCHL, RSSS

Several companies are slated to report earnings after hours on September 18, 2025, with consensus forecasts indicating varied performance. FedEx (FDX) is projected to see a modest 1.39% EPS increase to $3.65, while Lennar (LEN) is expected to report a significant 45.64% EPS decrease to $2.12, despite its P/E implying higher future growth than peers. Scholastic (SCHL) faces a forecasted 14.55% EPS decline to $-2.44 after a prior miss, contrasting with Research Solutions (RSSS) which anticipates a 100% EPS surge to $0.02.

Analysis

An upcoming slate of after-hours earnings reports on September 18, 2025, reveals divergent outlooks across several sectors. FedEx (FDX) is expected to post a modest 1.39% year-over-year EPS increase to $3.65, and its 2026 P/E ratio of 12.31 sits below the industry average of 15.70, suggesting a potential valuation discount. In stark contrast, homebuilder Lennar Corporation (LEN) faces a consensus forecast for a 45.64% EPS decline to $2.12, indicating significant near-term headwinds; however, its 2025 P/E of 14.71 is above its industry's 12.50, creating a conflicting signal between current performance expectations and implied future growth. Scholastic Corporation (SCHL) presents a negative outlook, with a forecasted EPS of $-2.44 representing a 14.55% decrease, compounded by a significant -20.87% earnings miss in the prior quarter. Its high 2026 P/E of 22.12 appears elevated against an industry average of 16.10 given the negative performance indicators. Finally, Research Solutions, Inc (RSSS) is a standout, with a single analyst forecasting a 100% EPS increase to $0.02, supported by a recent history of meeting or beating expectations, though its high 2025 P/E of 52.86 suggests these strong growth expectations are already priced into the stock.

Key Decisions for Investors

• Investors in FedEx should watch for management's forward guidance, as its current sub-industry P/E ratio could present a value opportunity if earnings confirm a stable or improving operational outlook.
• Lennar Corporation presents a complex picture; investors must scrutinize the earnings call for an explanation of the disconnect between the severe expected 45.64% EPS drop and a valuation that implies superior future growth.
• Given Scholastic's forecasted EPS decline, a recent history of missing earnings, and a premium valuation, it may be prudent to exercise caution as the stock appears vulnerable to a negative surprise.
• For Research Solutions, the 100% EPS growth forecast is already reflected in its high P/E of 52.86, so investors should be aware that any failure to meet these lofty expectations, which are based on a single analyst's estimate, could trigger a sharp downside correction.