After-Hours Earnings Report for November 20, 2025 : INTU, ROST, VEEV, CPRT, ESTC, GAP, UGI, POST, ESE, MATW, AUNA

Eleven companies are set to report after the close on Nov. 20, led by Intuit, which is expected to post $1.63 EPS for the quarter (+52% YoY) after a year of consecutive beats and trades at a premium 2026 P/E of 37.8 versus the industry’s 20.2, making it the most market-moving name in the group; Veeva is forecast to grow EPS ~17% to $1.36 but comes off a recent miss, while Elastic is flagged by a negative consensus (-$0.05) and a 25% YoY decline, signaling downside risk for high-multiple software names. Retailers Ross and Gap show softer prints (Ross -5.4% YoY to $1.40; Gap -19% to $0.58), UGI faces a sharp swing to a -$0.44 EPS, and food/industrial names Post, Copart and ESCO are projected to deliver modest-to-strong upside, so results are likely to prompt sector rotation across software, retail and industrials depending on guidance and execution.

Analysis

Intuit is the standout name of the group with a consensus EPS of $1.63 for the quarter ending Oct. 31, 2025, a 52.34% year‑over‑year gain from six analysts and a track record of consecutive beats; its 2026 P/E of 37.78 versus the industry 20.20 implies the market is pricing above‑average growth and the print and guidance will be market‑moving. Veeva is expected to post $1.36 (+17.24% YoY) from nine analysts but enters with a recent miss (Q3 -5.97%), and Elastic shows downside risk with a negative consensus (-$0.05, -25% YoY) and extreme negative P/E metrics, highlighting vulnerability among high‑multiple software names. Retailers Ross (consensus $1.40, -5.41% YoY) and Gap ($0.58, -19.44% YoY) show softness despite historical beats, suggesting guidance and comp trends will drive post‑print positioning in retail. Energy and industrials are mixed: UGI swings to a -$0.44 EPS (175% decline) with limited coverage, while Post (+25.49% to $1.92), Copart (+8.11% to $0.40) and ESCO (+45.21% to $2.12) have upside forecasts; note several names have only 1–2 analysts, increasing estimate risk and potential for surprise volatility.

Key Decisions for Investors

• Consider having a catalyst‑sized overweight in Intuit into the print but require confirmation from EPS and forward guidance before adding materially
• Treat Veeva as a volatility trade—monitor guidance and subscription/usage commentary closely given the recent quarterly miss
• Avoid initiating new material positions in Elastic ahead of results or use downside protection given negative consensus EPS and extreme negative P/E metrics
• Hedge or trim retail exposure to Ross and Gap into the prints and re‑assess on comp/guidance tone rather than post‑print reactions
• Exercise caution on UGI due to the large YoY EPS swing and thin analyst coverage—wait for management explanation of drivers before committing capital
• Consider selective buys in Post, Copart and ESCO if they deliver the forecasted EPS gains, but limit position size for names with one‑to‑two analyst coverage due to higher estimate risk