Pre-Market Earnings Report for September 25, 2025 : ACN, JBL, SNX, KMX, BB, LUXE

Multiple companies, including Accenture (ACN), Jabil (JBL), TD SYNNEX (SNX), CarMax (KMX), and BlackBerry (BB), are slated to report earnings on September 25, 2025, with consensus EPS forecasts indicating year-over-year growth ranging from 6.25% to 30.70%. Jabil stands out with consistent estimate beats and strong growth projections, while ACN, SNX, and KMX have recently missed expectations. ACN, SNX, and BB also trade at P/E ratios suggesting higher future growth relative to their industries, contrasting with JBL and KMX which are below industry averages, while LuxExperience (LUXE) projects a substantial 350% YoY EPS decline.

Analysis

An upcoming slate of earnings reports on September 25, 2025, presents a varied outlook across several sectors. Jabil Inc. (JBL) and BlackBerry Limited (BB) exhibit strong positive indicators, with JBL forecasting a 30.70% year-over-year (YoY) EPS increase to $2.81 and a history of consistently beating estimates, most recently by 7.66%. BlackBerry anticipates a 100% YoY EPS improvement to $0.00, also supported by a track record of significant earnings beats, including a 200% surprise in the second calendar quarter. However, their valuations present a contrast: JBL's 2025 P/E of 27.04 is below its industry average of 35.60, while BB's 2026 P/E of 71.17 is nearly triple its industry's 24.60, suggesting high growth expectations are already priced in. A more mixed picture emerges for Accenture (ACN), TD SYNNEX (SNX), and CarMax (KMX). While they project respectable YoY EPS growth of 6.81%, 6.25%, and 21.18% respectively, all three have recently missed consensus estimates, introducing an element of execution risk. Notably, both ACN and SNX trade at P/E ratios well above their industry peers, implying the market expects a return to form. Conversely, LuxExperience B.V. (LUXE) faces a starkly negative outlook, with analysts forecasting a 350% YoY decrease in EPS to -$0.18 and a negative P/E ratio, signaling significant fundamental challenges.

Key Decisions for Investors

• Jabil's (JBL) combination of strong 30.70% EPS growth forecast, consistent earnings beats, and a P/E ratio below its industry average may present a compelling long opportunity if positive momentum continues.
• Investors should approach Accenture (ACN), TD SYNNEX (SNX), and CarMax (KMX) with caution, as their recent history of missing earnings estimates introduces execution risk that contrasts with their positive growth forecasts and premium valuations.
• For BlackBerry (BB), the extremely high P/E ratio of 71.17 requires significant outperformance to be justified, making the upcoming earnings report a critical catalyst for validating the stock's premium valuation.
• The projected 350% year-over-year EPS decline to -$0.18 for LuxExperience B.V. (LUXE) represents a significant red flag, suggesting that investors should consider avoiding or hedging positions in the stock ahead of the report.