Top 5 Company Earnings to Watch Sep 29 - Oct 3, 2025

Next week's earnings calendar is packed with major names. For the week of September 29 - October 3, 2025, five of the largest companies (by market cap) scheduled to report include Nike, Paychex, Conagra Brands, Acuity Brands, and RPM International. Below we highlight each company's most recent quarterly performance and when they report (BMO = before market open; AMC = after market close).

Use FMP's Earnings Calendar endpoint to see upcoming reports for any ticker.

Top 5 Earnings to Watch

NIKE (NKE) — Tuesday, Sep 30, 2025 (AMC)

NIKE will release Q1 FY2026 after the bell. In Q4 FY2025, NIKE reported revenue of $11.1B, down 12% YoY and EPS of $0.14. YTD: shares are down mid-single digits into late September. Watch: North America wholesale trends, gross margin (mix/promo), Digital growth, China momentum.

Paychex (PAYX) — Tuesday, Sep 30, 2025 (BMO)

Paychex reports Q1 FY2026 before the open. In Q4 FY2025, Paychex posted total revenue of ~$1.43B, up 10% YoY and EPS of $1.19. YTD: shares are down ~7-8% into Sep 26, 2025. Watch: payroll client growth, PEO mix/margins, interest on client funds, FY26 guidance cadence.

Conagra Brands (CAG) — Wednesday, Oct 1, 2025 (BMO)

Conagra is on the calendar before the bell. In Q4 FY2025, Conagra reported EPS of $0.56 on revenue of ~$2.78B, down 4.3% YoY. YTD: shares are down ~34% into late September. Watch: elasticities/volumes by brand, gross-margin cadence vs. input costs, FY26 guidance cues.

Acuity Brands (AYI) — Wednesday, Oct 1, 2025 (BMO)

Acuity reports pre-market. In Q3 FY2025, it posted EPS of $5.12 on revenue of $1.18B, up ~22% YoY. YTD: performance has been choppy but broadly resilient vs. industrial peers. Watch: non-residential demand, controls/software attachment, backlog/booking trends, FY outlook.

RPM International (RPM) — Wednesday, Oct 1, 2025 (BMO)

RPM is slated for a morning print. In Q4 FY2025, RPM delivered sales of $2.08B, up 3.7% YoY and EPS of $1.72. YTD: shares have generally trended higher alongside quality industrials. Watch: segment-level growth (CPG/PCG), pricing vs. raw-material costs, FY capex and M&A color.

Digging Deeper with Earnings Call Transcript Data

For beyond-the-headlines context, earnings call transcripts are invaluable. Financial Modeling Prep's API returns full calls (management remarks + Q&A) in JSON. For example, Apple's Q2 2025 transcript:

https://financialmodelingprep.com/stable/earning-call-transcript?symbol=AAPL&year=2025&quarter=2&apikey=YOUR_API_KEY

Fields include ticker, quarter, year, date, and full text—handy for quick sentiment and strategy checks.

Also see: Check how top companies reported in the previous week (Sept 22-26) for added context as you prep for this slate.

About the Author
Sanzhi Kobzhan

Treasury, trading, liquidity, and equity analysis for investors

Sanzhi writes for FMP with a focus on equity analysis, valuation, market data, and practical investment decision-making. He has worked across financial institutions in treasury, trading, and liquidity roles, bringing hands-on experience in investment analysis, market execution, risk, and strategy. His work focuses on helping readers interpret financial data with clarity, discipline, and an institutional market perspective.

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