Q3 2025 Earnings Preview: What to Watch
What to expect from the upcoming earnings season for the eleven profiled companies
Disclaimer: This is not investment advice and meant for entertainment purposes only, I hold positions in the discussed companies and therefore may be biased in my opinion.
It’s earnings season again. Previously, I provided the preview via the chat, but since it got too long, I decided to publish it as an article instead. Here are my thoughts on the ten profiled companies and their upcoming earnings in November.
Ascent Industries (ACNT)
Date: First week of November
No heroics are expected from ACNT. QoQ revenue growth should be the primary target. Gross margin improvements are likely not possible to the extent they were before. Commentary regarding the sale of their facility, M&A, and their pipeline are the most important factors to watch.
Reminder: for the thesis to work (meaning they’re earning money), they need to grow the topline from here. Anything related to potential revenue growth in 2026 is the most important.
The company I am probably the most bullish on for Q3 2025 is the one I have just recently profiled here.