Pre-Market Earnings Report for October 1, 2025 : RPM, AYI, CAG, NG

Several companies are set to report earnings for the quarter ending August 31, 2025. RPM International (RPM) anticipates $1.87 EPS, a 1.63% YoY increase, though it previously missed Q1 estimates significantly, with its 2026 P/E of 20.42 suggesting higher growth expectations than peers. Acuity Inc. (AYI) projects a robust $4.42 EPS, up 10.22% YoY, continuing its trend of beating expectations, with a 2025 P/E of 20.68 also implying strong growth. In contrast, ConAgra Brands (CAG) faces a projected 37.74% YoY EPS decline to $0.33, while Novagold Resources (NG) is forecast to report a $-0.07 loss, deeper than the $-0.03 loss from the prior year.

Analysis

Upcoming earnings reports reveal highly divergent outlooks across several companies. Acuity Inc. (AYI) presents a robust profile, with a consensus EPS forecast of $4.42, representing a 10.22% year-over-year increase. This is supported by a strong history of beating expectations, including an 18.25% beat in the second calendar quarter, which helps justify its premium 2025 P/E ratio of 20.68 relative to its industry's 14.60. In contrast, RPM International Inc. (RPM) shows a mixed picture; while its 2026 P/E of 20.42 implies high growth expectations, its forecast EPS growth is a modest 1.63% and it is coming off a significant -32.69% earnings miss in the prior quarter, creating a notable disconnect between valuation and recent performance. ConAgra Brands, Inc. (CAG) faces a challenging quarter, with a projected 37.74% year-over-year decrease in EPS to $0.33, a sentiment reflected in its 2026 P/E of 10.43, which is well below the industry average of 17.40. Finally, Novagold Resources Inc. (NG) is expected to report a widening loss of $-0.07 per share, compared to $-0.03 in the prior year, with the forecast's reliability limited by its reliance on a single analyst and the company's poor track record of meeting expectations.

Key Decisions for Investors

• For Acuity Inc. (AYI), the combination of a strong 10.22% YoY EPS growth forecast and a history of significant earnings beats suggests its premium valuation is supported, making it a key name to watch for continued momentum.
• Investors in RPM International (RPM) should be cautious of the high execution risk implied by its premium P/E of 20.42, which contrasts sharply with its modest 1.63% EPS growth forecast and a recent, significant earnings miss of -32.69%.
• With ConAgra Brands (CAG) facing a projected 37.74% YoY EPS decline, its discounted P/E of 10.43 indicates that negative expectations are priced in, positioning the stock for potential upside volatility on any better-than-expected result or forward guidance.