Q3 Earnings Season: 3 Companies That Crushed Expectations

The 2025 third‑quarter earnings season is wrapping up — and for American Express (AXP), Palantir (PLTR) and Roku (ROKU), the quarter went better than almost anyone bet on. Roku blew past estimates with a “double‑beat”: adjusted EPS more than tripled, while revenue rose ~14%. The streaming‑platform company also posted positive operating income for the first time since 2021, helped by increased ad sales and subscription growth — and even raised its fiscal‑year outlook after the strong showing. American Express delivered a double beat too: adjusted EPS rose ~19% and sales increased ~10%. Sales hit a quarterly record of US$18.4 billion, driven by strong cardholder spending and a successful launch of updated Platinum cards. Net interest income came in at US$4.5 billion, topping estimates by nearly 4%. As a result, the company lifted its outlook for full‑year sales and earnings. Palantir set new records with quarterly sales of US$1.2 billion — up ~63% from a year ago. Growth was broad: U.S. commercial revenue soared 121% YoY, and U.S. government revenue rose 52%. The company closed more than 200 deals worth at least US$1 million each, including 91 deals ≥ US$5 million and 53 deals ≥ US$10 million. Total Contract Value (TCV) reached US$2.8 billion — a jaw‑dropping 340% increase vs. last year — while its customer base expanded ~45%. All told: the 2025 Q3 earnings cycle remains upbeat, and these three companies helped set a strong tone heading into the end of the year. #Q3Earnings #EarningsBeat #StockMarket #InvestingNews #SlimScan #GrowthStocks #CANSLIM