Selective's Earnings Gamble: Will It Join Auto's Success or Face Materials' Struggles?

Selective Insurance Group (NASDAQ:SIGI) is set to release its third-quarter earnings on Oct. 22, 2025, with analysts projecting an earnings per share (EPS) of $1.93. The insurer has faced volatility in recent quarters, with its shares down 11.72% over the past 52 weeks, as long-term shareholders grapple with mixed results. In the second quarter, the company missed its EPS estimate by $0.22, triggering a 17% drop in share price the following day, according to Benzinga. Investors will scrutinize whether the firm can exceed expectations this time, as guidance from management often serves as a key driver for stock price movements.

Mobileye Global, a leader in autonomous driving technology, reported Q3 adjusted EPS of $0.09, outpacing the IBES estimate of $0.08. The company also surpassed revenue forecasts, posting $504 million in sales compared to the expected $479.2 million. Its adjusted gross margin of 67% and a full-year revenue outlook of $1.845-$1.885 billion signaled resilience in a competitive market, according to a Reuters brief. The results, which beat analyst expectations, could bolster investor confidence ahead of the firm's annual guidance update.

GrafTech International, a manufacturer of carbon and graphite materials, delivered a mixed performance in Q3. The company reported an adjusted EPS of -$1.03, a marginal improvement from the IBES estimate of -$1.34. Sales reached $143.998 million, slightly exceeding the expected $139.6 million. However, its net loss of $28.482 million and adjusted net loss of $26.788 million underscore ongoing challenges in the sector, according to a Reuters brief. Despite the better-than-expected adjusted loss, GrafTech's outlook for $40 million in annual capital expenditures suggests caution as it navigates industry headwinds.

The earnings reports highlight divergent trajectories across sectors. While Mobileye's strong revenue growth and margin performance point to robust demand for its autonomous driving solutions, GrafTech's struggles reflect broader challenges in industrial materials markets. For Selective Insurance, the upcoming release will test whether it can reverse a pattern of earnings misses and stabilize its share price. Analysts will closely watch how management addresses underperformance and outlines strategies to align with investor expectations.