After-Hours Earnings Report for November 17, 2025 : TCOM, ACM, XP, HP, IIIV, GLAD, LFMD

Several companies are due to report after the close on 11/17/2025 for the quarter ended Sept. 30: Trip.com (TCOM) consensus EPS $1.04 (-10.3% YoY; missed prior quarter); AECOM (ACM) $1.34 (+5.5% YoY; has beaten consistently); XP Inc. (XP) $0.45 (+15.4% YoY; consistent beats); Helmerich & Payne (HP) $0.26 (-65.8% YoY); i3 Verticals (IIIV) $0.15 (+87.5% YoY but missed Q2 and carries a days-to-cover >13); Gladstone Capital (GLAD) $0.51 (+2.0% YoY); and LifeMD (LFMD) -$0.05 (loss narrowed ~64%). Reported 2025 P/E ratios vary widely (TCOM 22.0, ACM 25.5, XP 10.7, HP 23.0, IIIV 41.8, GLAD 9.6, LFMD -30.9) versus mixed industry medians, underscoring divergent sector trajectories—travel and oilfield services appear weaker while select financials and software show growth or recovery—which should inform short-term positioning and volatility expectations around these releases.

Analysis

Market-moving earnings are scheduled after the close on 11/17/2025 for the quarter ended Sept. 30: Trip.com Group (TCOM) consensus EPS $1.04 (-10.34% YoY; missed Q1 by -5.19%), AECOM (ACM) $1.34 (+5.51% YoY; has beaten every quarter, best beat +7.2% in Q2), XP Inc. (XP) $0.45 (+15.38% YoY; consistent beats, Q2 beat +10.26%), Helmerich & Payne (HP) $0.26 (-65.79% YoY), i3 Verticals (IIIV) $0.15 (+87.5% YoY but missed Q2 by -38.46% and carries days-to-cover >13), Gladstone Capital (GLAD) $0.51 (+2.0% YoY) and LifeMD (LFMD) -$0.05 (loss narrowed ~64.29%).

Valuation and analyst coverage are uneven: reported 2025 P/E ratios vary (TCOM 22.03, ACM 25.48, XP 10.72, HP 23.00, IIIV 41.81, GLAD 9.60, LFMD -30.87) versus mixed industry medians, underscoring divergent sector trajectories and limited comparability where industry ratios are negative. The consistent beat history at ACM and XP points to upside tailwinds if guidance is stable, while HP's 65.8% EPS decline and TCOM's recent miss elevate downside risk and sensitivity to guidance.

Sentiment is mixed with a modest market impact score (0.25) and several names covered by only two analysts, reducing confidence in consensus. Expect elevated post-close volatility; management commentary and forward guidance will likely drive share moves more than one-quarter EPS prints, so treat these releases as catalysts for short-term position adjustments rather than definitive long-term signals.

Key Decisions for Investors

• Monitor ACM and XP closely and consider adding on meaningful beats accompanied by constructive guidance given their consistent beat histories and positive year-over-year EPS trends
• Trim or hedge exposure to HP and TCOM ahead of the prints or use protective options if retained, because HP shows a 65.79% YoY EPS decline and TCOM has a recent miss and a -10.34% YoY EPS decline
• Treat IIIV and LFMD as speculative event-driven trades: IIIV carries short-interest risk (days-to-cover >13) despite large YoY EPS growth, and LFMD has improved loss metrics but remains unprofitable, so size positions accordingly and prefer hedged or short-duration trades