Pre-Market Earnings Report for December 17, 2025 : GIS, JBL, TTC, ABM, VERU

Five companies report before the open on Dec. 17, 2025: General Mills, Jabil, Toro, ABM and Veru. General Mills is expected to post $1.02 EPS (down 27.1% YoY) but has beaten estimates each of the last four quarters; its 2026 P/E is 12.93 vs. an industry 14.80. Jabil is forecast at $2.27 EPS (up 35.9% YoY) with a history of beats and a 2026 P/E of 21.88 versus industry 35.80; Toro is seen at $0.86 (down 9.5% YoY) after a modest miss last year and trades at a 2025 P/E of 17.71 (industry 18.20). ABM is forecast at $1.10 (up 22.2% YoY) but has missed the last two quarters (latest miss -13.7%) and trades at a 2025 P/E of 12.93 (industry 18.50), while Veru is expected to report a $0.50 loss (improving 16.7% YoY), has beaten estimates recently and shows a negative P/E versus an industry 40.80.

Analysis

Five companies report before the open on 12/17/2025 with divergent consensus EPS trajectories: General Mills (GIS) is forecast at $1.02 (-27.14% YoY), Jabil (JBL) at $2.27 (+35.93% YoY), Toro (TTC) at $0.86 (-9.47% YoY), ABM at $1.10 (+22.22% YoY) and Veru (VERU) at a -$0.50 loss (improving 16.67% YoY). Recent surprise histories differ materially — GIS, JBL and VERU have beaten consensus in each of the past four quarters, while ABM missed in the last two quarters (latest miss -13.68%) and TTC recorded a modest miss in 4Q24 (-1.04%).

Valuation comparisons highlight relative signals: GIS 2026 P/E 12.93 vs industry 14.80, JBL 21.88 vs industry 35.80, TTC 17.71 vs industry 18.20, ABM 12.93 vs industry 18.50 and VERU a negative 2025 P/E (-1.14) versus its industry 40.80. JBL’s P/E materially below its industry suggests relative valuation upside if its growth and margin beat expectations, while negative P/E for VERU signals continued loss-making status despite recent beats.

Sentiment is mixed with a low market-impact score (0.25), so these releases are likely to be short-term volatility catalysts rather than market-moving events. Key risks are management guidance and margin commentary — ABM’s execution risk from consecutive misses and GIS’s steep YoY EPS decline are the primary downside triggers to monitor in the print.

Key Decisions for Investors

• Adopt position-size caution into General Mills given the 27.1% YoY EPS decline; consider adding only if the company both beats and issues stable-to-upside guidance, otherwise trim on a miss or weak outlook
• Consider a selective overweight in Jabil where consensus growth (+35.9% YoY) and a 2026 P/E (21.88) well below the industry (35.80) create a favorable risk/reward, while watching margin and revenue-detail for confirmation
• Avoid initiating larger positions in ABM until it demonstrates operational recovery after two consecutive misses despite a below-industry P/E; treat Toro as a hold/watch due to modest YoY EPS decline and limited analyst coverage
• Treat Veru as a speculative, small-weight trade: its improving loss (-$0.50) and consistent beats merit monitoring, but the negative P/E warrants trading around news catalysts and keeping exposure limited