After-Hours Earnings Report for October 28, 2025 : V, BKNG, MDLZ, EA, STX, OKE, CSGP, VLTO, BE, EXE, EQR, PPG

Several prominent companies, including Visa (V), Booking Holdings (BKNG), Mondelez (MDLZ), and Electronic Arts (EA), are scheduled to report Q3 2025 earnings after hours on October 28th. Visa and Booking Holdings are projected for robust double-digit EPS growth, consistently beating estimates, and exhibiting P/E ratios indicative of superior future growth. Conversely, Mondelez and Electronic Arts face significant anticipated EPS declines, having missed prior consensus, though EA's high P/E still implies strong growth. Other key reporters like Seagate (STX) and ONEOK (OKE) also expect strong EPS increases, while CoStar Group (CSGP) is forecast for a substantial EPS decrease despite its high growth-implied P/E.

Analysis

Several companies are poised to report Q3 2025 earnings, presenting a mixed outlook for investors. Visa (V) and Booking Holdings (BKNG) demonstrate strong momentum, with consensus EPS forecasts indicating year-over-year growth of 9.59% and 14.55% respectively. Both companies have consistently surpassed analyst expectations in the past year, and their P/E ratios relative to industry averages suggest continued high growth potential.

Conversely, Mondelez (MDLZ) and Electronic Arts (EA) face significant challenges, with projected Q3 2025 EPS decreases of 27.27% and 55.56% year-over-year. Both firms also missed prior quarter consensus estimates, signaling potential operational headwinds or market shifts. While EA's high P/E of 32.60 versus an industry 4.90 implies future growth, MDLZ's P/E of 20.42 is below its industry average, suggesting less optimistic growth prospects.

Other notable reporters include Seagate Technology (STX) and ONEOK (OKE), both forecasting robust EPS increases of 50.71% and 23.73%, with STX consistently beating estimates. CoStar Group (CSGP) is projected for a substantial 44.44% EPS decrease, yet its exceptionally high P/E of 156.24 against an industry 14.60 indicates significant market expectations for future growth. Bloom Energy (BE) shows a 62.50% EPS increase forecast but recorded a significant -300% miss in Q3 2024, coupled with an extremely high P/E of 5426.50.

Key Decisions for Investors

• Investors should closely monitor the earnings calls and forward guidance for Visa and Booking Holdings to confirm sustained growth trajectories and potential for continued outperformance.
• Exercise caution with Mondelez and Electronic Arts, scrutinizing their Q3 results for any signs of stabilization or strategic shifts that could reverse their negative EPS trends and prior misses.
• Evaluate high P/E stocks like CoStar Group and Bloom Energy for clear justification of their growth premiums, especially in light of current negative EPS forecasts or significant past misses, and consider Seagate Technology and ONEOK for potential growth opportunities based on their strong EPS forecasts and historical performance.