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Consumer Defensive Sector

Q3 2025 Earnings Analysis - 20 Companies Reporting

Sector Performance Overview

20 Companies Reported
-0.2% QoQ Revenue Growth
-5.4% YoY Revenue Growth
37% Beat Estimates
14% Met Estimates
49% Missed Estimates

Latest Earnings Reports (20 companies)

πŸ“Š Download Statistics Report
Company
Reported
Revenue
EPS
Surprise
Reaction
Dec 4, 2025
$1.04B
+12.1%
N/A
N/A
+5.1%
Dec 4, 2025
$1.04B
+12.1%
$0.47
+30.6%
$0.01
+2.4%
Nov 20, 2025
$252.04M
N/A
$0.94
$0.08
+8.6%
Nov 20, 2025
$2.25B
N/A
$2.09
+$0.22
+2.2%
Nov 18, 2025
$525.92K
N/A
$-5.55
N/A
+16.6%
Nov 18, 2025
$648.20M
N/A
$0.51
$0.04
+4.2%
Nov 14, 2025
$2.82M
-10.5%
$-1.38
+79.0%
$0.87
+24.0%
Nov 14, 2025
$1.55M
-16.3%
$-0.90
-148.6%
$0.84
+20.5%
Nov 13, 2025
$12.20M
N/A
$0.00
+$1.42
+11.8%
Nov 12, 2025
$57.14M
+6.0%
$0.23
-18.3%
$0.05
+7.9%
Nov 10, 2025
$2.28B
N/A
$0.16
$0.01
+6.6%
Nov 6, 2025
$882.90M
N/A
$0.58
+$0.10
+5.8%
Nov 6, 2025
$128.34M
+11.8%
$0.36
+2.9%
+$0.20
+5.0%
Nov 4, 2025
$2.68B
N/A
$0.59
$1.06
+3.9%
Nov 4, 2025
$4.01M
-1.8%
$0.46
+133.9%
+$17.25
+13.0%
Nov 4, 2025
$2.97B
-7.1%
$-14.79
-794.5%
$16.48
+1.5%
Oct 29, 2025
$1.28B
+5.2%
$4,404.34
+52,646.6%
+$4,392.75
+3.4%
Oct 29, 2025
$1.02B
-13.6%
$-0.58
-149.4%
$0.96
+8.2%
Oct 28, 2025
$9.74B
N/A
$0.72
$0.00
+2.2%
Oct 24, 2025
$3.88B
N/A
$1.71
+$0.36
+3.1%

Sector Insights

Revenue Trends

Companies in the Consumer Defensive sector have shown a median revenue growth of 8.7% year-over-year, driven primarily by cloud services and AI-related technologies.

Margin Analysis

Operating margins have improved by an average of 1.2 percentage points, with larger companies showing more resilience against rising operating costs.

Earnings Quality

Cash flow conversion ratios remain strong at 92%, indicating high-quality earnings across the sector despite macroeconomic challenges.

Forward Guidance

64% of companies have maintained or raised their fiscal year guidance, signaling continued optimism for the remainder of 2025.