2 Business Services Firms Poised to Beat Estimates This Earnings Season

The U.S. economy rebounded in Q2 2025 with real GDP growing 3.8% annually, a significant improvement from Q1's contraction, largely driven by robust private sector activity in goods and services. While the broader services sector demonstrated resilience from sustained consumer demand, certain segments like construction faced headwinds from higher borrowing costs, indicating a mixed economic landscape. Against this backdrop, QXO Inc. and Bitdeer Technologies Group are identified as stocks likely to exceed Q3 2025 earnings estimates, with both projected for substantial year-over-year revenue growth and QXO anticipating over 100% EPS increase, while BTDR aims to narrow its per-share loss.

Analysis

The U.S. economy demonstrated a notable rebound in Q2 2025, with real GDP expanding at an annual rate of 3.8%, a significant improvement from the 0.6% contraction in Q1. This growth was primarily fueled by robust private-sector performance, including a 10.2% surge in goods-producing industries and a 3.5% increase in services-producing industries. Sustained consumer demand underpinned the resilience of key service sectors like transportation, retail, and healthcare.

Despite the overall expansion, the economic landscape exhibited mixed momentum, with certain segments experiencing headwinds. Higher borrowing costs led to relative weakness in construction, rental and leasing, and professional services, partially offsetting broader gains. This indicates underlying disparities within the services sector and an ongoing transition towards a more balanced expansion, as noted by persistent inflationary pressures.

Against this backdrop, QXO Inc. (QXO) and Bitdeer Technologies Group (BTDR) are highlighted as potential outperformers for their Q3 2025 earnings reports. QXO is projected to report over 100% year-over-year growth in both EPS (to $0.12) and revenue (to $2.73 billion), while BTDR anticipates over 100% revenue growth (to $161.1 million) and a reduced loss per share (to $0.22). Both stocks carry a Zacks Rank #3 and positive Earnings ESPs (+1.92% for QXO, +27.27% for BTDR), suggesting a high probability of beating estimates.

Key Decisions for Investors

• Monitor upcoming Q3 2025 earnings reports for QXO and BTDR, given their positive Earnings ESPs and strong growth projections, which could drive short-term price movements.
• Evaluate the broader economic data, particularly the impact of higher borrowing costs on interest-rate sensitive sectors like construction, for potential spillover effects on overall market sentiment.
• Consider the implications of sustained consumer demand on resilient service industries, while acknowledging the mixed momentum and sector-specific vulnerabilities highlighted in the Q2 GDP report.