After-Hours Earnings Report for September 24, 2025 : KBH, FUL, WS, SCS, SFIX

Upcoming earnings reports on September 24, 2025, from KB Home (KBH), H. B. Fuller (FUL), Worthington Steel (WS), Steelcase (SCS), and Stitch Fix (SFIX) present a mixed outlook for investors. Consensus EPS forecasts show significant year-over-year declines for KBH (-26.47%) and SCS (-5.13%), contrasting with projected growth for FUL (+9.73%) and WS (+28.57%). While SCS and SFIX have a recent history of consistently beating expectations, KBH and FUL previously missed consensus, and P/E ratios indicate FUL and SCS are valued at premiums to their industries, suggesting higher anticipated growth, while KBH and WS trade at discounts.

Analysis

Upcoming earnings reports present a starkly divergent outlook across several sectors. In the housing sector, KB Home (KBH) faces significant headwinds, with analysts forecasting a 26.47% year-over-year decrease in EPS to $1.50, compounded by a previous earnings miss in the first calendar quarter of 2025. The company's 2025 P/E ratio of 9.63, a discount to the industry's 12.20, reflects these subdued expectations. In contrast, industrials show potential strength. Worthington Steel (WS) is projected to deliver robust 28.57% YoY EPS growth, and its 2026 P/E of 11.93 trades below its industry's 15.50, suggesting potential undervaluation if targets are met. H. B. Fuller (FUL) is also expected to grow, with a 9.73% YoY EPS increase, but its 2025 P/E of 14.26 is at a premium to its industry's 8.20, indicating the market has already priced in high growth expectations despite a recent earnings miss. A more complex picture emerges for Steelcase (SCS) and Stitch Fix (SFIX). SCS is forecast for a minor 5.13% EPS decline but has a strong track record of consistently beating estimates, including a 66.67% beat, which may justify its premium 2026 P/E of 16.07. SFIX continues to struggle fundamentally, with a negative consensus EPS of -$0.13, though its consistent history of beating low expectations could create post-earnings volatility.

Key Decisions for Investors

• Investors should approach the upcoming earnings with a stock-specific focus, as aggregate sentiment is mixed and performance forecasts diverge significantly between companies.
• For Worthington Steel (WS), a confirmation of its projected 28.57% EPS growth could signal a value opportunity given its P/E discount, whereas H.B. Fuller's (FUL) premium valuation requires a strong beat to sustain its current level.
• Caution is advised for KB Home (KBH) due to the confluence of a steep expected earnings decline and a recent history of missing targets, suggesting significant downside risk.
• Pay close attention to the magnitude of any earnings beat from Steelcase (SCS) and Stitch Fix (SFIX), as their established pattern of outperforming low expectations is a key factor for short-term price action, particularly for SCS which holds a premium valuation despite a negative growth forecast.