October catalyst timeline
The dates matter. The details decide the trade.
Inflation, the Fed and earnings meet in the second half of October. Follow the releases, then look beyond the headline to margins, demand and cash flow.
Events & earnings
91 events · 75 earnings · 16 economic & policy releases
91 events shown
22 dates rechecked · Other dates remain tentative
JPMorgan ChaseJPMFinancials~07:00 ET · resultsDate confirmed
Can lending income hold up without more credit risk?
The company schedules Q3 results for approximately 07:00 ET on October 13, followed by the call at 08:30 ET. Release time and call time are different checkpoints. Company announcement · Sep 17
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $6.14Beat | $5.59 | +2.50%Jul 14 close |
| Q1 2026Before open | $5.94Beat | $5.50 | -0.82%Apr 14 close |
| Q4 2025Before open | $5.23Beat | $4.93 | -4.19%Jan 13 close |
| Q3 2025Before open | $5.07Beat | $4.83 | -1.91%Oct 14 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Net interest income: compare realized spread and management's next-quarter outlook
- Credit cards: track net charge-offs, delinquencies and reserve additions together
- Markets and IB: isolate advisory fees from potentially volatile trading revenue
Stronger evidence
Stable NII outlook and contained credit losses would support earnings quality beyond headline EPS.
What would weaken the case
A beat funded by reserve releases or one-off trading gains, paired with rising credit stress, is lower quality.
Comparison group from the original editorial brief · BAC, WFC, C and KBE; Treasury yields and consumer-credit names. These are research comparisons, not predicted price moves.
Company announcement · Results about 07:00 ET; earnings call 08:30 ET. Announcement dated September 17, 2026.
Link to this event
Goldman SachsGSFinancialsTime unconfirmedTentative date
Can deal fees support earnings if trading revenue slows?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $20.98Beat | $14.47 | +9.00%Jul 14 close |
| Q1 2026Before open | $17.55Beat | $15.92 | -1.87%Apr 13 close |
| Q4 2025Before open | $13.55Beat | $11.52 | +4.63%Jan 15 close |
| Q3 2025Before open | $12.25Beat | $10.27 | -2.04%Oct 14 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Advisory and underwriting: revenue growth versus management's live deal pipeline
- FICC versus equities: split trading trends instead of treating markets revenue as one bucket
- Capital returns: compensation ratio, expenses and share-repurchase capacity
Stronger evidence
Deal backlog converts into fees while trading and costs hold up; improved earnings mix may matter more than an EPS beat.
What would weaken the case
A strong headline masks weaker fixed-income trading or compensation pressure; pipeline language deteriorates.
Comparison group from the original editorial brief · MS, JPM, C, KBE; IPO and M&A sentiment. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
CitigroupCFinancialsTime unconfirmedTentative date
Can Citigroup simplify operations without losing revenue momentum or letting expenses run ahead?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $3.15Beat | $2.74 | -5.29%Jul 14 close |
| Q1 2026Before open | $3.06Beat | $2.63 | +2.61%Apr 14 close |
| Q4 2025Before open | $1.81Beat | $1.65 | -3.34%Jan 14 close |
| Q3 2025Before open | $2.24Beat | $1.89 | +3.89%Oct 14 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Services and markets: compare growth against investment-banking softness
- Transformation spending: expense trajectory and regulatory remediation progress
- Credit: card charge-offs, allowance build and capital ratios
Stronger evidence
Operating efficiency improves and credit losses remain controlled, validating the restructuring timetable.
What would weaken the case
Expense guidance rises again while revenue is uneven or card losses accelerate.
Comparison group from the original editorial brief · JPM, BAC, WFC, KBE; bank efficiency theme. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Wells FargoWFCFinancialsTime unconfirmedTentative date
Can loan and fee growth translate into durable returns?
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.96Beat | $1.73 | -2.71%Jul 14 close |
| Q1 2026Before open | $1.60Beat | $1.58 | -5.70%Apr 14 close |
| Q4 2025Before open | $1.76Beat | $1.66 | -4.61%Jan 14 close |
| Q3 2025Before open | $1.73Beat | $1.55 | +7.15%Oct 14 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Net interest income: deposit repricing versus asset yields
- Loan book: commercial-and-industrial activity and commercial real estate migration
- Capital: loan growth, buybacks and expense discipline
Stronger evidence
Better spread income plus loan demand, with stable credit, can make the earnings upgrade repeatable.
What would weaken the case
NII benefit is offset by expensive deposits, commercial real estate provisions or weak loan demand.
Comparison group from the original editorial brief · BAC, PNC, USB and regional-bank ETFs. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
UnitedHealth GroupUNHHealth CareTime unconfirmedTentative date
Is elevated medical utilization stabilizing, or is the margin reset lasting longer than hoped?
The last four reports
4/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $6.38Beat | $4.94 | +1.16%Jul 16 close |
| Q1 2026Before open | $7.23Beat | $6.76 | +6.96%Apr 21 close |
| Q4 2025Before open | $2.11Beat | $2.09 | -19.61%Jan 27 close |
| Q3 2025Before open | $2.92Beat | $2.87 | +0.51%Oct 28 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Medical care ratio: compare current period with prior quarter and updated full-year outlook
- Medicare Advantage: benefit design, reimbursements and membership mix
- Optum: operating-profit trend and integration or regulatory costs
Stronger evidence
A stable care ratio with credible margin guidance suggests earnings normalization can begin.
What would weaken the case
Medical costs overshoot again and guidance relies on late-year improvement without clear evidence.
Comparison group from the original editorial brief · HUM, CVS, CI; managed-care sector. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Johnson & JohnsonJNJHealth CareTime unconfirmedTentative date
Can newer drugs and medical devices offset patent and procedure-related pressures?
The last four reports
3/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $2.90Beat | $2.84 | -2.69%Jul 15 close |
| Q1 2026Before open | $2.70Beat | $2.68 | +0.90%Apr 14 close |
| Q4 2025Before open | $2.46Met | $2.46 | -0.09%Jan 21 close |
| Q3 2025Before open | $2.80Beat | $2.76 | -0.03%Oct 14 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Issuer date check · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Innovative Medicine: growth of newer products against legacy-product erosion
- MedTech: procedure-volume and electrophysiology trends
- Pipeline and litigation: upcoming catalysts and changes to expense assumptions
Stronger evidence
New franchises and devices drive underlying growth with guidance intact.
What would weaken the case
Weak volume growth or higher expense and legal assumptions squeeze next-year expectations.
Comparison group from the original editorial brief · MRK, ABBV, ABT; pharma versus medtech rotation. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Domino’s PizzaDPZConsumerTime unconfirmedTentative date
Can order frequency and value pricing support restaurant profits?
The last four reports
1/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $4.07Miss | $4.17 | +2.11%Jul 20 close |
| Q1 2026Before open | $4.13Miss | $4.29 | -8.84%Apr 27 close |
| Q4 2025Before open | $5.35Miss | $5.38 | +4.10%Feb 23 close |
| Q3 2025Before open | $4.08Beat | $3.96 | +3.91%Oct 14 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- U.S. same-store sales: transaction growth versus ticket inflation
- Delivery versus carryout: order mix and franchise margins
- International stores: net unit openings and development pace
Stronger evidence
Transaction-led growth suggests the value proposition is winning share sustainably.
What would weaken the case
Positive sales driven mainly by price or promotions with thinner franchise margins.
Comparison group from the original editorial brief · MCD, SBUX, YUM, QSR; low-end consumer demand. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
September CPI Inflation ReportEconomic data08:30 ETOfficial schedule
Is inflation broadening again, or is the headline being pushed up mainly by energy?
BLS schedules September CPI for October 14 at 08:30 ET. Separate core monthly inflation from energy-driven headline changes before drawing a conclusion about underlying price pressure. BLS · official calendar
Before the release
September 2026
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| Core CPI · MoM | 0.3% | 0.2% | 0.2% |
| CPI · YoY | 3.4% | 3.7% | 3.6% |
Consensus is the provider’s analyst survey; TE forecast is Trading Economics’ own estimate. A dash means unavailable, not zero.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Core CPI m/m: compare with consensus before looking at y/y base effects
- Shelter and core services: test persistence in non-energy categories
- Goods, food and gasoline: separate tariff/energy contributions from underlying trend
Stronger evidence
A soft core reading with cooling services would ease pressure on rate expectations and longer-duration valuations.
What would weaken the case
An upside core surprise, especially from services, may push Treasury yields and the dollar higher.
Comparison group from the original editorial brief · UST 2Y/10Y, DXY, QQQ, growth stocks; compare S&P 500 sectors. These are research comparisons, not predicted price moves.
Official calendar · September CPI, October 14, 08:30 ET.
Link to this eventFederal Reserve Beige BookFederal Reserve14:00 ETOfficial schedule
Does anecdotal business evidence support sticky inflation or slowing growth?
Expectation framework
No numerical consensus applies to the Beige Book. Compare district reports on demand, hiring and pricing with the prior edition.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Prices: breadth of reported increases versus the previous Beige Book
- Employment: hiring freezes, wage pressure and layoffs by region
- Demand: manufacturing and services commentary, including customer pushback
Stronger evidence
Cooling wage/price anecdotes without sharp demand deterioration support a softer policy path.
What would weaken the case
Widespread cost pressure or abrupt demand weakening could reshape the Fed's risk balance.
Comparison group from the original editorial brief · Treasuries, USD, regional banks, cyclicals. These are research comparisons, not predicted price moves.
Official calendar · Beige Book, October 14, 14:00 ET.
Link to this event
Bank of AmericaBACFinancialsTime unconfirmedTentative date
Can the deposit franchise capture higher asset yields without a jump in funding costs?
The last four reports
4/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.21Beat | $1.13 | +1.88%Jul 14 close |
| Q1 2026Before open | $1.11Beat | $0.9960 | +1.82%Apr 15 close |
| Q4 2025Before open | $0.98Beat | $0.96 | -3.78%Jan 14 close |
| Q3 2025Before open | $1.06Beat | $0.93 | +4.37%Oct 15 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Net interest income: management's fourth-quarter run-rate commentary
- Consumer and card credit: delinquencies and provision trajectory
- Investment banking: advisory and equity underwriting fees
Stronger evidence
NII guidance rises while credit remains orderly and wealth fees remain resilient.
What would weaken the case
Deposit betas rise faster than expected or consumer losses worsen beneath an earnings beat.
Comparison group from the original editorial brief · JPM, WFC, C, KBE. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Morgan StanleyMSFinancialsTime unconfirmedTentative date
Is wealth management still generating durable fee income while investment-banking activity normalizes?
The last four reports
4/4 estimates beaten · 4/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $3.46Beat | $2.89 | +0.39%Jul 15 close |
| Q1 2026Before open | $3.43Beat | $3.02 | +4.52%Apr 15 close |
| Q4 2025Before open | $2.68Beat | $2.28 | +5.78%Jan 15 close |
| Q3 2025Before open | $2.80Beat | $2.07 | +4.71%Oct 15 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Wealth: net new assets, fee-bearing flows and pretax margin
- Institutional securities: advisory versus underwriting and trading mix
- Expenses: compensation and efficiency as market activity shifts
Stronger evidence
Steady wealth inflows plus improving advisory fees support a higher-quality earnings mix.
What would weaken the case
Wealth inflows slow and markets revenue masks weaker fee growth or cost leverage.
Comparison group from the original editorial brief · GS, BLK, SCHW; private wealth and capital markets. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
ASMLASMLSemiconductorsTime basis noted belowDate confirmed
Do bookings confirm that foundries and memory makers are committing to the next AI capacity wave?
The last four reports
3/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $8.82Beat | $7.98 | +2.23%Jul 15 close |
| Q1 2026Before open | $8.37Beat | $7.72 | -2.41%Apr 15 close |
| Q4 2025Before open | $8.56Miss | $9.01 | -2.18%Jan 28 close |
| Q3 2025Before open | $6.42Beat | $6.36 | +2.71%Oct 15 close |
Benzinga USD earnings-surprise series. ASML's issuer reports in euros; provider currency conversion and EPS conventions can differ. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: Benzinga · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Bookings: net system orders by EUV versus DUV and customer concentration
- Backlog: conversion pace and tool-delivery timing, not only headline sales
- 2027 outlook: customer capex visibility, China mix and export restrictions
Stronger evidence
Healthy EUV orders and forward guidance validate capacity expansion beyond current AI enthusiasm.
What would weaken the case
Large revenue beat but thin bookings or export-related caution would challenge equipment expectations.
Comparison group from the original editorial brief · TSM, LRCX, AMAT, KLAC, SOXX. These are research comparisons, not predicted price moves.
Company announcement · October 14; issuer writes 07:00 CET for results and 15:00 CET for the call. October daylight-saving conventions make the label ambiguous; verify the issuer webcast rather than treating an ET conversion as confirmed.
Link to this event
BlackRockBLKFinancialsTime unconfirmedTentative date
Do client inflows justify asset-management operating leverage despite volatile markets?
The last four reports
3/4 estimates beaten · 4/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $13.91Beat | $12.69 | +6.63%Jul 15 close |
| Q1 2026Before open | $12.53Beat | $12.40 | +3.02%Apr 14 close |
| Q4 2025Before open | $13.16Beat | $12.55 | +5.93%Jan 15 close |
| Q3 2025Before open | $11.55Miss | $11.78 | +3.39%Oct 14 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- ETF and long-term inflows: organic growth separately from market appreciation
- Alternatives: fundraising, fee-paying AUM and realized performance fees
- Operating margin: expense growth relative to base fees
Stronger evidence
Strong organic inflows and fee margins make AUM growth more durable than a market-only lift.
What would weaken the case
AUM rises mainly with asset prices while net flows and profitability underperform.
Comparison group from the original editorial brief · STT, BK, BX, IVV and other fund providers. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
State StreetSTTFinancialsTime unconfirmedTentative date
Can custody and servicing fees grow despite changing market levels and client pricing?
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $3.65Beat | $3.34 | -0.50%Jul 16 close |
| Q1 2026Before open | $2.84Beat | $2.64 | +2.49%Apr 17 close |
| Q4 2025Before open | $2.97Beat | $2.82 | -6.07%Jan 16 close |
| Q3 2025Before open | $2.78Beat | $2.57 | -1.40%Oct 17 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Assets under custody: market-driven gains versus new mandates
- Servicing fees: organic basis-point retention and wins
- Net interest income: deposit mix and investment portfolio yields
Stronger evidence
New mandates and resilient servicing fees outweigh cyclical NII swings.
What would weaken the case
AUC grows but pricing and deposit costs erode fee leverage.
Comparison group from the original editorial brief · BK, BLK, SCHW; institutional asset servicing. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this eventSeptember Producer Price Index (PPI)Economic data08:30 ETOfficial schedule
Are upstream services and goods costs likely to complicate the upcoming PCE report?
Before the release
September 2026
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| PPI · MoM | 0.4% | 0.5% | 0.5% |
| Core PPI · MoM | 0.2% | 0.3% | 0.3% |
Consensus is the provider’s analyst survey; TE forecast is Trading Economics’ own estimate. A dash means unavailable, not zero.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Final-demand services and trade margins: watch volatile components
- Core PPI: gauge underlying wholesale pricing, not just headline energy
- PCE-related subcomponents: identify items that feed into the inflation model
Stronger evidence
Benign underlying services inputs reduce near-term core PCE upside risk.
What would weaken the case
Sticky service components could lift estimates for the Fed's preferred inflation measure.
Comparison group from the original editorial brief · Treasuries, DXY, QQQ, pricing-power equities. These are research comparisons, not predicted price moves.
Official calendar · September PPI, October 15, 08:30 ET.
Link to this eventSeptember Retail SalesEconomic data08:30 ETOfficial schedule
Is consumption expanding in real terms, or are higher prices disguising weak volumes?
Before the release
September 2026
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| Retail sales · MoM | 1.2% | 0.3% | 0.1% |
| Control group · MoM | 1.4% | 0.3% | 0.2% |
Consensus is the provider’s analyst survey; TE forecast is Trading Economics’ own estimate. A dash means unavailable, not zero.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Control group: isolate the input that feeds GDP consumption
- Category mix: discretionary versus essentials and gasoline
- Revisions: prior-month changes can alter the demand signal
Stronger evidence
Real spending breadth supports growth expectations without implying a recession.
What would weaken the case
Weak control group and downward revisions would question consumer resilience.
Comparison group from the original editorial brief · XLY, XRT, AMZN, WMT, discretionary consumer stocks. These are research comparisons, not predicted price moves.
Official calendar · September retail sales, October 15, 08:30 ET.
Link to this eventWeekly Initial Jobless ClaimsEconomic dataTime unconfirmedTentative date
Is the labor market weakening quickly enough to change the rate debate?
Before the release
Week ending October 10
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| Initial claims | 197K | 200K | 201K |
Consensus is the provider’s analyst survey; TE forecast is Trading Economics’ own estimate. A dash means unavailable, not zero.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Initial claims: weekly surprise relative to the recent trend
- Continuing claims: duration of unemployment versus new layoffs
- Four-week average: filter one-week holiday or seasonal noise
Stronger evidence
Stable claims alongside easing inflation leaves the Fed room to wait.
What would weaken the case
An unmistakable rise across initial and continuing claims signals growing labor-market stress.
Comparison group from the original editorial brief · UST 2Y, USD, small caps, regional banks. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
TSMCTSMSemiconductors02:00 ET · callDate confirmed
Does AI demand justify the next leg of wafer capacity spending without sacrificing margins?
TSMC’s Q3 guidance is $44.6B–$45.8B in revenue, a 65%–67% gross margin and a 56%–58% operating margin. Compare results with these company ranges; a revenue beat alone does not establish better profitability. TSMC IR · guidance reviewed Oct 13
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $4.31Beat | $3.82 | -2.32%Jul 16 close |
| Q1 2026Before open | $3.49Beat | $3.31 | -3.13%Apr 16 close |
| Q4 2025Before open | $3.14Beat | $2.82 | +4.44%Jan 15 close |
| Q3 2025Before open | $2.92Beat | $2.59 | -1.60%Oct 16 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Issuer date check · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Official Q3 revenue guidance: $44.6B–$45.8B
- Q3 gross margin guidance: 65.0%–67.0%
- Advanced nodes and CoWoS: supply bottlenecks, utilization and 2027 capex
Stronger evidence
Revenue and margins land toward the high end, and 2027 spending signals confirmed customer demand.
What would weaken the case
Revenue meets guidance but margin or capacity commentary points to rising execution costs.
Comparison group from the original editorial brief · NVDA, AMD, AVGO, ASML, SOXX. These are research comparisons, not predicted price moves.
Company announcement · Earnings conference October 15, 14:00 Taiwan time / 02:00 Eastern. This is the conference time, not an independently confirmed results release time.
Link to this event
Charles SchwabSCHWFinancialsTime unconfirmedTentative date
Can client assets and cash-sweep economics keep improving as rate expectations shift?
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.62Beat | $1.56 | -2.52%Jul 21 close |
| Q1 2026Before open | $1.43Beat | $1.39 | -7.63%Apr 16 close |
| Q4 2025Before open | $1.39Beat | $1.32 | +0.79%Jan 21 close |
| Q3 2025Before open | $1.31Beat | $1.25 | -0.98%Oct 16 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Net new assets: organic inflow pace excluding market appreciation
- Client cash: sweep balances and migration into higher-yield products
- Net interest revenue: reinvestment yields, funding mix and guidance
Stronger evidence
Continued asset gathering and a better cash mix lift recurring earnings.
What would weaken the case
New assets slow and cash migration or funding costs delay NII improvement.
Comparison group from the original editorial brief · IBKR, MS, HOOD and brokerage sector. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
PNC FinancialPNCFinancialsTime unconfirmedTentative date
Are regional borrowers still expanding balance sheets at today's borrowing costs?
The last four reports
4/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $4.85Beat | $4.46 | +0.90%Jul 15 close |
| Q1 2026Before open | $4.32Beat | $3.92 | +0.39%Apr 15 close |
| Q4 2025Before open | $4.88Beat | $4.23 | +3.79%Jan 16 close |
| Q3 2025Before open | $4.35Beat | $4.05 | -3.90%Oct 15 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- C&I and CRE loan growth: commitments versus actual utilization
- Deposit costs: noninterest-bearing balances and repricing
- Net charge-offs and provision: watch office real estate exposures
Stronger evidence
Loan demand firms as deposit costs stabilize, without a rise in stressed loans.
What would weaken the case
Weak commercial demand coincides with higher deposit costs or CRE provisions.
Comparison group from the original editorial brief · USB, TFC, WFC, KRE. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
U.S. BancorpUSBFinancialsTime unconfirmedTentative date
Is the payments franchise insulating U.S. Bancorp from slower traditional lending?
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.35Beat | $1.28 | +1.59%Jul 16 close |
| Q1 2026Before open | $1.18Beat | $1.14 | -1.58%Apr 16 close |
| Q4 2025Before open | $1.26Beat | $1.19 | -0.04%Jan 20 close |
| Q3 2025Before open | $1.22Beat | $1.11 | -1.72%Oct 16 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Fee income: payments, merchant services and corporate-trust trends
- Net interest income: earning-asset mix versus deposit pricing
- Credit: consumer delinquencies and commercial real estate migration
Stronger evidence
Payments fees offset muted loans while credit and expenses stay contained.
What would weaken the case
Payment growth cools and incremental provisions overwhelm spread income.
Comparison group from the original editorial brief · PNC, TFC, KRE; regional banking and payments. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
BNY MellonBNYFinancials11:00 ET · callDate confirmed
Does BNY's infrastructure-like fee base protect growth through market volatility?
The last four reports
4/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $2.46Beat | $2.16 | +5.08%Jul 15 close |
| Q1 2026Before open | $2.25Beat | $1.94 | +2.18%Apr 16 close |
| Q4 2025Before open | $2.08Beat | $1.97 | +1.88%Jan 13 close |
| Q3 2025Before open | $1.91Beat | $1.76 | -2.03%Oct 16 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. BNY replaced BK on May 21, 2026; the price series uses BNY. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Issuer date check · Ticker change · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Asset servicing: new mandates and fee revenue rather than AUC mark-to-market
- Issuer services: corporate activity and transaction volumes
- Efficiency: cost growth versus recurring fee growth
Stronger evidence
Fee growth and positive operating leverage indicate a resilient recurring franchise.
What would weaken the case
Market-based AUC gains fade while expense growth runs ahead of servicing fees.
Comparison group from the original editorial brief · STT, BLK; custody and settlement businesses. These are research comparisons, not predicted price moves.
Company announcement · Issuer confirms October 15, 11:00 ET financial-results event; this is the webcast time, not an independently verified release time.
Link to this event
PrologisPLDReal EstateTime unconfirmedTentative date
Are logistics tenants absorbing space even as financing costs remain elevated?
The last four reports
3/4 estimates beaten · 4/4 positive first sessions
| Report | Reported Core FFO / share | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.13GAAP EPS $1.13Beat | $0.7470 | +4.63%Jul 16 close |
| Q1 2026Before open | $1.05GAAP EPS $1.05Beat | $0.8060 | +1.72%Apr 16 close |
| Q4 2025Before open | $1.44GAAP EPS $1.49Met | $1.44 | +0.25%Jan 21 close |
| Q3 2025Before open | $1.49GAAP EPS $0.82Beat | $1.44 | +6.33%Oct 15 close |
For this REIT, the provider’s consensus comparison is Core FFO per share; GAAP EPS is shown separately. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Issuer date check · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Occupancy and net effective rents: leasing spreads against renewal activity
- Development: starts, build-to-suit commitments and yields on new projects
- Data-center opportunities: signed deals versus speculative capital plans
Stronger evidence
Strong leasing spreads and committed projects support development economics.
What would weaken the case
Leasing slows and higher capital costs narrow expected returns on new buildings.
Comparison group from the original editorial brief · Industrial REITs, logistics demand, AMZN and UPS. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Interactive BrokersIBKRFinancialsTime unconfirmedTentative date
Can fast account growth offset lower monetization per trade or per dollar of assets?
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $0.69Beat | $0.64 | -0.97%Jul 22 close |
| Q1 2026After close | $0.60Beat | $0.57 | -1.90%Apr 22 close |
| Q4 2025After close | $0.65Beat | $0.50 | +6.00%Jan 21 close |
| Q3 2025After close | $0.57Beat | $0.49 | -3.34%Oct 17 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Accounts and client equity: growth excluding market appreciation
- Commissions: trading volumes and revenue per trade
- Net interest: margin balances and client cash yields
Stronger evidence
New accounts, active trading and interest income scale faster than expenses.
What would weaken the case
Accounts rise but trading intensity or spread economics deteriorate.
Comparison group from the original editorial brief · HOOD, SCHW, retail-market activity. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this eventSeptember Industrial ProductionEconomic data09:15 ETOfficial schedule
Are U.S. factories recovering beneath the GDP headline?
Before the release
September 2026
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| Industrial output · MoM | 0.0% | 0.4% | 0.1% |
| Capacity utilization | 76.3% | 76.5% | 76.5% |
Consensus is the provider’s analyst survey; TE forecast is Trading Economics’ own estimate. A dash means unavailable, not zero.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Manufacturing output: separate it from weather-sensitive utilities
- Capacity utilization: compare factory pressure with producer pricing
- Revisions and sector mix: autos, machinery and high-tech industries
Stronger evidence
Broader manufacturing gains would support industrial earnings without necessarily lifting inflation.
What would weaken the case
Weak core factory output would challenge cyclical and capital-spending expectations.
Comparison group from the original editorial brief · XLI, CAT, GE, industrial and auto supply chains. These are research comparisons, not predicted price moves.
Official calendar · Industrial production, October 16, 09:15 ET.
Link to this eventSeptember Import & Export PricesEconomic data08:30 ETOfficial schedule
How much inflation pressure is entering through trade and energy prices?
Before the release
September 2026
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| Import prices · MoM | 0.7% | 0.7% | 0.8% |
| Export prices · MoM | 0.6% | 1.0% | 0.7% |
Consensus is the provider’s analyst survey; TE forecast is Trading Economics’ own estimate. A dash means unavailable, not zero.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Import prices ex fuel: imported consumer/intermediate-goods pricing
- Export prices: pricing power and competitiveness of U.S. producers
- FX and energy contributions: isolate movements unrelated to domestic demand
Stronger evidence
Muted nonfuel import prices reduce near-term goods-inflation risk.
What would weaken the case
Broad import cost increases raise margin pressure for import-heavy businesses.
Comparison group from the original editorial brief · USD, retailers, industrial importers, inflation trades. These are research comparisons, not predicted price moves.
Official calendar · Import/export prices, October 16, 08:30 ET.
Link to this event
Truist FinancialTFCFinancialsTime unconfirmedTentative date
Is the bank narrowing the gap between funding costs and its loan yields?
The last four reports
3/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.23Beat | $1.08 | -1.41%Jul 17 close |
| Q1 2026Before open | $1.09Beat | $1.00 | +2.31%Apr 17 close |
| Q4 2025Before open | $1.00Miss | $1.09 | +1.79%Jan 21 close |
| Q3 2025Before open | $1.04Beat | $0.99 | +3.67%Oct 17 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Core NII: deposit competition versus yields on new lending
- Credit migration: criticized loans and provisioning for office CRE
- Expense efficiency: cost cuts versus franchise investment
Stronger evidence
Stabilizing spreads and clean credit allow higher profitability without extraordinary items.
What would weaken the case
Rising funding costs and credit migration keep earnings improvement out of reach.
Comparison group from the original editorial brief · PNC, USB, KRE. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
TravelersTRVInsuranceTime unconfirmedTentative date
Can rate increases outpace claims inflation and catastrophe losses?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $10.04Beat | $5.41 | +9.22%Jul 17 close |
| Q1 2026Before open | $7.71Beat | $6.80 | -0.16%Apr 16 close |
| Q4 2025Before open | $11.13Beat | $8.34 | +1.13%Jan 21 close |
| Q3 2025Before open | $8.14Beat | $6.01 | -2.92%Oct 16 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Combined ratio: split underlying underwriting from catastrophe impacts
- Premium pricing: renewal rates versus loss-cost trend
- Reserves: prior-year development and commercial-lines pricing
Stronger evidence
Underlying combined ratio improves, indicating durable underwriting strength.
What would weaken the case
Catastrophe losses or adverse reserve development offset premium-rate gains.
Comparison group from the original editorial brief · PGR, CB and broader P&C insurers. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
GE AerospaceGEIndustrialsTime unconfirmedTentative date
Is engine aftermarket growth translating into cash rather than just an order backlog?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $2.02Beat | $1.86 | -4.06%Jul 16 close |
| Q1 2026Before open | $1.86Beat | $1.60 | +2.19%Apr 23 close |
| Q4 2025Before open | $1.57Beat | $1.43 | -7.38%Jan 22 close |
| Q3 2025Before open | $1.66Beat | $1.46 | +1.31%Oct 21 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Commercial engines: shop visits, services pricing and parts availability
- Orders versus shipments: timing of engine deliveries and supply-chain friction
- Free cash flow: working capital needed to support production
Stronger evidence
Rising services margins and cash conversion support aerospace earnings quality.
What would weaken the case
Supplier bottlenecks delay deliveries or working capital consumes growth.
Comparison group from the original editorial brief · RTX, SAF, BA; aerospace supply chain. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Cleveland-CliffsCLFMaterialsTime unconfirmedTentative date
Can steel pricing offset pressure on automotive demand?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | -$0.20Beat | -$0.2084 | +15.98%Jul 23 close |
| Q1 2026Before open | -$0.40Beat | -$0.44 | -2.11%Apr 20 close |
| Q4 2025Before open | -$0.43Beat | -$0.62 | -16.43%Feb 09 close |
| Q3 2025Before open | -$0.45Beat | -$0.48 | +21.47%Oct 20 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Realized steel price per ton: contract resets and spot exposure
- Shipments: auto-sector demand and plant utilization
- Cash costs: maintenance, labor and debt servicing
Stronger evidence
Prices and volumes improve together, producing positive cash leverage.
What would weaken the case
Pricing remains weak and utilization falls, pressuring liquidity despite cost cuts.
Comparison group from the original editorial brief · NUE, STLD, GM and industrial cycle. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this eventSeptember Housing Starts & Building PermitsEconomic data08:30 ETOfficial schedule
Do construction plans hold up when mortgage financing is expensive?
Before the release
September 2026 · Annualized units
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| Housing starts | 1.275M | — | 1.3M |
| Building permits | 1.403M | — | 1.39M |
Consensus is the provider’s analyst survey; TE forecast is Trading Economics’ own estimate. A dash means unavailable, not zero.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Permits: forward-looking single-family approvals versus starts
- Starts: multifamily volatility versus single-family trend
- Revisions and regional dispersion: distinguish noise from sustained weakness
Stronger evidence
Firm single-family permits suggest builders still see resilient end demand.
What would weaken the case
Both permits and starts weaken, signaling a longer construction slowdown.
Comparison group from the original editorial brief · XHB, homebuilders, building-products names, mortgage rates. These are research comparisons, not predicted price moves.
Official calendar · Housing starts and permits, October 20, 08:30 ET.
Link to this event
NetflixNFLXTechnology~16:01 ET · resultsDate confirmed
Is advertising becoming a meaningful margin contributor, not just a growth narrative?
The last four reports
3/4 estimates beaten · 0/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $0.80Beat | $0.79 | -7.26%Jul 17 close |
| Q1 2026After close | $1.23Beat | $0.7590 | -9.72%Apr 17 close |
| Q4 2025After close | $0.56Beat | $0.55 | -2.18%Jan 21 close |
| Q3 2025After close | $5.87Miss | $6.96 | -10.07%Oct 22 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Ad-tier: scale and monetization, especially revenue contribution
- Engagement and pricing: churn, viewing share and plan mix
- Operating margin: content amortization against revenue growth
Stronger evidence
Ad monetization and engagement lift profitability while churn stays low.
What would weaken the case
Headline subscriber or revenue momentum hides slowing engagement or higher content spending.
Comparison group from the original editorial brief · DIS, ROKU, AMZN advertising; streaming economics. These are research comparisons, not predicted price moves.
Company announcement · Results October 20, approximately 13:01 Pacific / 16:01 Eastern; interview 13:45 Pacific / 16:45 Eastern. Announcement September 14.
Link to this event
General MotorsGMAutomotiveTime unconfirmedTentative date
Can profitable trucks and SUVs finance EV spending in a higher-rate auto market?
The last four reports
4/4 estimates beaten · 4/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $3.57Beat | $3.19 | +4.91%Jul 21 close |
| Q1 2026Before open | $3.70Beat | $2.61 | +1.27%Apr 28 close |
| Q4 2025Before open | $2.51Beat | $2.26 | +8.75%Jan 27 close |
| Q3 2025Before open | $2.80Beat | $2.32 | +14.86%Oct 21 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- North American EBIT margins: mix, pricing and dealer incentives
- EV economics: losses, inventory and battery utilization
- Free cash flow: working capital and capital returns
Stronger evidence
Core ICE profitability holds while EV losses shrink and inventory stays disciplined.
What would weaken the case
Incentives rise, financing pressure slows demand or EV losses widen.
Comparison group from the original editorial brief · F, TSLA, suppliers and auto-credit names. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
RTX CorporationRTXDefenseTime unconfirmedTentative date
Is commercial aftermarket strength enough to absorb engine remediation and defense execution costs?
The last four reports
4/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.89Beat | $1.66 | +7.33%Jul 23 close |
| Q1 2026Before open | $1.78Beat | $1.52 | -4.40%Apr 21 close |
| Q4 2025Before open | $1.55Beat | $1.47 | +3.68%Jan 27 close |
| Q3 2025Before open | $1.70Beat | $1.41 | +7.67%Oct 21 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Pratt & Whitney: GTF inspection costs and aftermarket service trajectory
- Collins: commercial production rates and margins
- Defense: order intake, fixed-price program exposure and cash conversion
Stronger evidence
Aftermarket and defense backlog convert into higher margins and cash.
What would weaken the case
Engine costs or delayed defense contracts absorb operating gains.
Comparison group from the original editorial brief · GE, LMT, BA; aviation parts and defense. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Intuitive SurgicalISRGHealth CareTime unconfirmedTentative date
Is procedure utilization supporting recurring revenue faster than new system placements?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $2.80Beat | $2.48 | -14.15%Jul 17 close |
| Q1 2026After close | $2.50Beat | $2.08 | +7.16%Apr 22 close |
| Q4 2025After close | $2.53Beat | $2.27 | -0.35%Jan 23 close |
| Q3 2025After close | $2.40Beat | $1.99 | +13.89%Oct 22 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Procedure growth: installed-base utilization versus new placements
- da Vinci 5: installed systems, training and upgrade cadence
- Recurring revenue: instruments, accessories and service per procedure
Stronger evidence
Procedure-led growth broadens recurring revenue even if capital budgets are cautious.
What would weaken the case
Placement growth slows without corresponding utilization gains, limiting operating leverage.
Comparison group from the original editorial brief · ABT, SYK, medical robotics and hospital-capex suppliers. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Capital OneCOFFinancialsTime unconfirmedTentative date
Are credit-card yields still compensating for charge-offs as households face higher bills?
The last four reports
2/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $5.81Beat | $4.79 | -2.36%Jul 22 close |
| Q1 2026After close | $4.42Miss | $5.08 | -1.52%Apr 22 close |
| Q4 2025After close | $3.86Miss | $4.14 | -7.56%Jan 23 close |
| Q3 2025After close | $5.95Beat | $4.25 | +1.53%Oct 22 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Issuer date check · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Net charge-off rate: actual losses versus seasonality and reserve expectations
- Purchase volume and balances: organic spending versus borrowing demand
- Funding: deposit rates and securitization costs
Stronger evidence
Stable credit costs and active spending support risk-adjusted loan profitability.
What would weaken the case
Charge-offs or funding expenses rise faster than card yields.
Comparison group from the original editorial brief · AXP, DFS legacy business exposure, JPM and consumer credit. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
United AirlinesUALAirlinesTime unconfirmedTentative date
Can premium travel demand protect profits when fuel costs rise?
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $1.99Beat | $1.88 | -1.79%Jul 16 close |
| Q1 2026After close | $1.19Beat | $1.08 | -5.58%Apr 22 close |
| Q4 2025After close | $3.10Beat | $2.97 | +2.20%Jan 21 close |
| Q3 2025Before open | $2.78Beat | $2.65 | -5.63%Oct 16 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Unit revenue: PRASM and premium-cabin yield
- Fuel expense: cost per gallon and hedging or surcharge recovery
- Capacity: international load factors and updated quarterly guidance
Stronger evidence
Yields and premium mix offset fuel, protecting operating margins.
What would weaken the case
Higher fuel and softening unit revenue lead to weaker forward guidance.
Comparison group from the original editorial brief · DAL, AAL, BA; leisure and business travel. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Lam ResearchLRCXSemiconductorsTime unconfirmedTentative date
Does memory spending recovery extend into equipment orders beyond advanced AI logic?
The last four reports
4/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q4 2026After close | $1.82Beat | $1.69 | +17.98%Jul 30 close |
| Q3 2026After close | $1.47Beat | $1.36 | -2.63%Apr 23 close |
| Q2 2026After close | $1.27Beat | $1.17 | +3.59%Jan 29 close |
| Q1 2026After close | $1.26Beat | $1.22 | +4.45%Oct 23 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Memory mix: HBM/DRAM fab-equipment budgets versus NAND demand
- Orders and shipments: etch/deposition bookings versus near-term revenue
- Installed-base services: utilization and customer equipment uptime
Stronger evidence
Orders rise across memory and advanced packaging with healthy installed-base demand.
What would weaken the case
One-time shipments mask cautious customer budgets or a narrow AI-only recovery.
Comparison group from the original editorial brief · AMAT, KLAC, ASML, MU, SOXX. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
TeslaTSLAAutomotive / AIAfter close · resultsDate confirmed
After 486,532 Q3 deliveries, are vehicle sales generating the cash required for AI ambitions?
Tesla reported 486,532 Q3 vehicle deliveries and 13.7 GWh of storage deployments on October 2. The earnings release still needs to establish pricing, margins and cash flow; deliveries are not a profit measure. Tesla IR · Oct 2 operating update
The last four reports
3/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $0.33Miss | $0.50 | -14.52%Jul 23 close |
| Q1 2026After close | $0.41Beat | $0.39 | -3.56%Apr 23 close |
| Q4 2025After close | $0.50Beat | $0.45 | -3.45%Jan 29 close |
| Q3 2025After close | $0.50Beat | $0.48 | +2.28%Oct 23 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Automotive gross margin ex-credits: pricing, mix and manufacturing costs
- Free cash flow: operating cash less capex for AI, factories and robotics
- Energy storage: 13.7 GWh Q3 deployment versus segment gross profit
Stronger evidence
Core auto margin and FCF improve while management clarifies measurable AI deployment milestones.
What would weaken the case
Delivery strength coexists with margin compression, rising cash burn or delayed commercialization.
Comparison group from the original editorial brief · GM, F, battery supply chain, autonomous-driving peers. These are research comparisons, not predicted price moves.
Company announcement · October 21 after market close; Q&A 17:30 ET. Announcement October 2.
Link to this event
Thermo FisherTMOHealth CareTime unconfirmedTentative date
Are biopharma laboratories reopening capital budgets after a prolonged equipment reset?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $6.03Beat | $5.71 | +8.71%Jul 23 close |
| Q1 2026Before open | $5.44Beat | $5.25 | -9.20%Apr 23 close |
| Q4 2025Before open | $6.57Beat | $6.45 | -2.61%Jan 29 close |
| Q3 2025Before open | $5.79Beat | $5.50 | +1.65%Oct 22 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Analytical instruments: orders and instrument revenue versus consumables
- Bioproduction: biotech funding exposure and order conversion
- Geography: China demand and FX versus organic growth
Stronger evidence
Orders recover across instruments and bioproduction, not just restocking.
What would weaken the case
Consumables hold up but equipment demand and guidance remain weak.
Comparison group from the original editorial brief · DHR, A, life-science tools and CROs. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Abbott LaboratoriesABTHealth CareTime unconfirmedTentative date
Can device innovation support broad growth despite reimbursement and pricing pressure?
The last four reports
2/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.31Beat | $1.28 | +10.71%Jul 16 close |
| Q1 2026Before open | $1.15Beat | $1.14 | -6.00%Apr 16 close |
| Q4 2025Before open | $1.50Met | $1.50 | -10.04%Jan 22 close |
| Q3 2025Before open | $1.30Met | $1.30 | -2.87%Oct 15 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Diabetes care: Libre CGM revenue and user adoption
- Cardiovascular devices: procedure trends and product mix
- Nutrition/diagnostics: organic growth and full-year guidance
Stronger evidence
CGM adoption and devices sustain organic growth with stable margins.
What would weaken the case
Competition or reimbursement pressure offsets volume growth.
Comparison group from the original editorial brief · ISRG, DXCM, MDT; medical devices. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
DanaherDHRHealth CareTime unconfirmedTentative date
Is bioprocessing recovery backed by real customer orders instead of inventory normalization?
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.94Beat | $1.85 | -10.99%Jul 21 close |
| Q1 2026Before open | $2.06Beat | $1.94 | -0.49%Apr 21 close |
| Q4 2025Before open | $2.23Beat | $2.14 | -4.76%Jan 28 close |
| Q3 2025Before open | $1.89Beat | $1.72 | +5.94%Oct 21 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Bioprocessing: order book versus reported revenue
- Life science and diagnostics: recurring consumables against instrument sales
- Guidance: organic growth and margin assumptions for 2027
Stronger evidence
Sustained bioprocessing orders indicate demand visibility beyond a short restock.
What would weaken the case
Orders fail to keep pace with sales, weakening the recovery thesis.
Comparison group from the original editorial brief · TMO, A, biopharma-capex suppliers. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
IBMIBMTechnologyTime unconfirmedTentative date
Does generative AI create meaningful software and consulting backlog conversion?
The last four reports
3/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $2.93Met | $2.93 | +0.43%Jul 23 close |
| Q1 2026After close | $1.91Beat | $1.81 | -8.25%Apr 23 close |
| Q4 2025After close | $4.52Beat | $4.33 | +5.13%Jan 29 close |
| Q3 2025After close | $2.65Beat | $2.45 | -0.87%Oct 23 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Red Hat: subscription growth and hybrid-cloud adoption
- AI book of business: contracted projects versus revenue recognition
- Consulting: signings, utilization and margin, alongside FCF
Stronger evidence
Software recurring revenue and AI backlog translate into cash without consulting dilution.
What would weaken the case
Bookings rise but delivery, utilization or FCF lag the promotional narrative.
Comparison group from the original editorial brief · NOW, MSFT, ORCL; enterprise software and AI services. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Texas InstrumentsTXNSemiconductorsTime unconfirmedTentative date
Are industrial and automotive customers past the inventory trough?
The last four reports
2/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $2.14Beat | $1.91 | -3.13%Jul 23 close |
| Q1 2026After close | $1.68Beat | $1.37 | +19.43%Apr 23 close |
| Q4 2025After close | $1.27Miss | $1.29 | +9.94%Jan 28 close |
| Q3 2025After close | $1.48Met | $1.48 | -5.60%Oct 22 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Industrial and auto demand: sequential growth and customer inventory
- Gross margin: factory utilization versus inventory build
- Capex and FCF: returns on new analog capacity
Stronger evidence
Broad-based customer restocking and higher utilization improve gross margin.
What would weaken the case
Orders remain patchy while fab expansion keeps depreciation high.
Comparison group from the original editorial brief · ADI, NXPI, ON and analog semiconductor cycle. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
AT&TTTelecomTime unconfirmedTentative date
Can fiber and wireless subscriber gains sustain cash flow amid intense pricing competition?
The last four reports
3/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $0.65Beat | $0.59 | +3.50%Jul 22 close |
| Q1 2026Before open | $0.57Beat | $0.5540 | +0.39%Apr 22 close |
| Q4 2025Before open | $0.52Beat | $0.46 | +4.65%Jan 28 close |
| Q3 2025Before open | $0.54Met | $0.54 | -1.92%Oct 22 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Postpaid phones: net adds, churn and average revenue per user
- Fiber: net additions and penetration of new passings
- Free cash flow: network capex versus dividend and debt
Stronger evidence
Subscriber growth plus FCF makes pricing competitive without sacrificing returns.
What would weaken the case
Promotions win customers but dilute ARPU or require heavier capex.
Comparison group from the original editorial brief · VZ, TMUS, cable broadband and telecom equipment. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Procter & GamblePGConsumerTime unconfirmedTentative date
Are pricing gains now backed by volume rather than simply inflation?
The last four reports
4/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q4 2026Before open | $1.43Beat | $1.41 | -1.87%Jul 29 close |
| Q3 2026Before open | $1.59Beat | $1.56 | +1.70%Apr 24 close |
| Q2 2026Before open | $1.88Beat | $1.86 | +2.65%Jan 22 close |
| Q1 2026Before open | $1.99Beat | $1.90 | +0.18%Oct 24 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Organic sales bridge: volume versus price and FX
- Category share: grooming, fabric and beauty demand
- Gross margin: input costs and promotion intensity
Stronger evidence
Unit volume strengthens while price realization and margins remain resilient.
What would weaken the case
Growth relies primarily on pricing as consumers trade down or switch brands.
Comparison group from the original editorial brief · CL, KMB, PEP; household consumer demand. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
McDonald’sMCDConsumerTime unconfirmedTentative date
Is value-menu traffic improving restaurant economics, not just sales comparisons?
The last four reports
3/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $3.38Beat | $3.32 | +1.17%Aug 04 close |
| Q1 2026Before open | $2.83Beat | $2.74 | -0.14%May 07 close |
| Q4 2025Before open | $3.12Beat | $3.05 | -0.85%Feb 11 close |
| Q3 2025Before open | $3.22Miss | $3.33 | +2.16%Nov 05 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Comparable sales: transactions versus average ticket in the U.S.
- Franchisees: margins after labor and food costs
- International: demand in key markets and promotional spending
Stronger evidence
Positive traffic, manageable promotions and stable franchise margins sustain share gains.
What would weaken the case
Discounting lifts traffic but squeezes restaurant profitability.
Comparison group from the original editorial brief · DPZ, YUM, QSR, SBUX. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
BlackstoneBXFinancialsTime unconfirmedTentative date
Can private-asset exits restart while high borrowing costs constrain deal valuations?
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.52Beat | $1.34 | +1.37%Jul 23 close |
| Q1 2026Before open | $1.36Beat | $1.34 | -5.70%Apr 23 close |
| Q4 2025Before open | $1.75Beat | $1.54 | -2.62%Jan 29 close |
| Q3 2025Before open | $1.52Beat | $1.23 | -4.17%Oct 23 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Realizations: exits and distributable earnings versus unrealized marks
- Fundraising: private credit and infrastructure demand
- Portfolio: real estate values, liquidity and fee-paying AUM
Stronger evidence
Exits and fee earnings recover without aggressive valuation assumptions.
What would weaken the case
Marks remain high but realizations stay limited and performance fees slip.
Comparison group from the original editorial brief · KKR, APO, BLK and private-credit markets. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
ShopifySHOPTechnologyTime unconfirmedTentative date
Does merchant-volume growth increasingly turn into high-margin services revenue?
The last four reports
3/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $0.42Beat | $0.40 | +16.98%Aug 05 close |
| Q3 2025Before open | $0.27Beat | $0.24 | -6.94%Nov 04 close |
| -Before open | $0.35Beat | $0.29 | +21.97%Aug 06 close |
| Q4 2024Before open | $0.34Miss | $0.44 | +3.08%Feb 11 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- GMV: merchant cohort growth and large-enterprise wins
- Merchant solutions: payments penetration and take rate
- Free cash flow: operating leverage against fulfillment and AI expenses
Stronger evidence
Merchant solutions scale profitably, lifting take rate and FCF with GMV.
What would weaken the case
GMV growth needs incentives or spending that erodes incremental margin.
Comparison group from the original editorial brief · AMZN, PYPL, SQ/XYZ; ecommerce software. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Lockheed MartinLMTDefenseTime unconfirmedTentative date
Are procurement commitments becoming deliveries and cash despite program inflation?
The last four reports
2/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $7.94Beat | $7.22 | +10.54%Jul 23 close |
| Q1 2026Before open | $6.44Miss | $6.79 | -4.62%Apr 23 close |
| Q4 2025Before open | $5.80Miss | $6.33 | +4.23%Jan 29 close |
| Q3 2025Before open | $6.95Beat | $6.33 | -3.24%Oct 21 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Backlog: funded versus unfunded orders and missile demand
- Production: F-35 and munitions delivery timing
- Margins and FCF: fixed-price program charges and working capital
Stronger evidence
Deliveries and cash collections catch up with funded backlog.
What would weaken the case
Cost overruns or delays mean order strength does not reach earnings.
Comparison group from the original editorial brief · RTX, NOC, GD; defense primes. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
NewmontNEMGold & MiningTime unconfirmedTentative date
How much of elevated gold pricing reaches shareholders after mining costs?
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $2.10Beat | $2.05 | -1.62%Jul 24 close |
| Q1 2026After close | $2.90Beat | $2.07 | +8.68%Apr 24 close |
| Q4 2025After close | $2.52Beat | $1.81 | -2.61%Feb 20 close |
| Q3 2025After close | $1.71Beat | $1.27 | -6.23%Oct 24 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Realized gold price versus all-in sustaining cost per ounce
- Production: grade, recovery and mine disruptions
- Free cash flow: debt reduction and shareholder returns
Stronger evidence
Margin per ounce and FCF expand faster than operating cost inflation.
What would weaken the case
Cost or capex inflation absorbs gains despite a strong bullion price.
Comparison group from the original editorial brief · GOLD, AEM, GDX; gold miners versus spot bullion. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Union PacificUNPIndustrialsTime unconfirmedTentative date
Can pricing and productivity protect profits when freight volumes are uneven?
The last four reports
3/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $3.41Beat | $3.26 | +4.02%Jul 23 close |
| Q1 2026Before open | $2.93Beat | $2.86 | +8.77%Apr 23 close |
| Q4 2025Before open | $2.86Miss | $2.92 | +0.72%Jan 27 close |
| Q3 2025Before open | $3.08Beat | $2.99 | -2.31%Oct 23 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Carloads: industrial, intermodal and coal segment trends
- Yield: price per car versus fuel surcharges
- Operating ratio: labor and network productivity
Stronger evidence
Operating ratio improves on a stable or recovering volume base.
What would weaken the case
Weak carloads and service spending overwhelm pricing gains.
Comparison group from the original editorial brief · CSX, NSC, truckers and industrial production. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
ComcastCMCSATelecomTime unconfirmedTentative date
Can broadband economics stabilize while streaming losses narrow?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.04Beat | $0.97 | -6.80%Jul 23 close |
| Q1 2026Before open | $0.79Beat | $0.73 | +7.73%Apr 23 close |
| Q4 2025Before open | $0.84Beat | $0.75 | +2.92%Jan 29 close |
| Q3 2025Before open | $1.12Beat | $1.10 | -4.24%Oct 30 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Broadband: net subscribers and ARPU separately
- Wireless bundling: mobile adds and retention effect
- Streaming and media: Peacock loss trajectory and advertising
Stronger evidence
Broadband cash generation remains firm as streaming losses decline.
What would weaken the case
Broadband churn accelerates or bundled offers erode profitability.
Comparison group from the original editorial brief · CHTR, VZ, NFLX, DIS; home broadband. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
American ExpressAXPFinancialsTime unconfirmedTentative date
Are affluent cardholders maintaining spend without rising credit stress?
The last four reports
3/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $4.53Beat | $4.41 | -4.30%Jul 24 close |
| Q1 2026Before open | $4.28Beat | $4.01 | -4.31%Apr 23 close |
| Q4 2025Before open | $3.53Miss | $3.54 | -1.77%Jan 30 close |
| Q3 2025Before open | $4.14Beat | $3.98 | +7.27%Oct 17 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Billed business: travel/entertainment versus goods spending
- Credit: net write-offs and delinquency among premium customers
- Rewards costs: marketing, benefits and net interest income
Stronger evidence
Premium spend and fee growth remain firm while credit losses stay historically contained.
What would weaken the case
Spending slows and reward expenses squeeze fee economics.
Comparison group from the original editorial brief · V, MA, COF, JPM; high-end consumer health. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
SLBSLBEnergyTime unconfirmedTentative date
Can international project activity offset shifting crude prices and U.S. shale caution?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $0.55Beat | $0.5110 | +11.01%Jul 24 close |
| Q1 2026Before open | $0.52Beat | $0.51 | +2.58%Apr 24 close |
| Q4 2025Before open | $0.78Beat | $0.74 | -0.34%Jan 23 close |
| Q3 2025Before open | $0.69Beat | $0.67 | -0.88%Oct 17 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- International orders: Middle East and offshore spending commitments
- Margins: equipment mix, digital services and pricing
- Cash: receivables and project timing as energy prices fluctuate
Stronger evidence
Long-cycle international projects maintain margins and order visibility.
What would weaken the case
Customers defer projects and working capital rises as budgets tighten.
Comparison group from the original editorial brief · HAL, BKR, XLE; oilfield capex. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
CadenceCDNSSemiconductorsTime unconfirmedTentative date
Can AI-chip complexity keep electronic-design automation demand growing despite export limits?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $2.11Beat | $2.05 | +1.80%Jul 28 close |
| Q1 2026After close | $1.96Beat | $1.91 | -3.34%Apr 28 close |
| Q4 2025After close | $1.99Beat | $1.91 | +7.60%Feb 18 close |
| Q3 2025After close | $1.93Beat | $1.79 | -2.87%Oct 28 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Recurring software: renewal and seat growth
- Hardware/verification: emulator and prototyping orders
- Guidance: backlog conversion, China mix and margins
Stronger evidence
Advanced-node design activity expands software and hardware demand without margin sacrifice.
What would weaken the case
Export controls or lumpy hardware shipments weaken the forward view.
Comparison group from the original editorial brief · SNPS, NVDA, TSM; semiconductor design tools. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
VerizonVZTelecomTime unconfirmedTentative date
Are wireless service revenues defensible against cable and satellite competition?
The last four reports
4/4 estimates beaten · 4/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.30Beat | $1.27 | +5.84%Jul 24 close |
| Q1 2026Before open | $1.28Beat | $1.21 | +1.55%Apr 27 close |
| Q4 2025Before open | $1.09Beat | $1.06 | +11.83%Jan 30 close |
| Q3 2025Before open | $1.21Beat | $1.19 | +2.26%Oct 29 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Postpaid phone net adds and churn: quantify competitive leakage
- ARPU and promotions: gross adds versus discounts
- FCF: capex, dividend coverage and debt
Stronger evidence
Lower churn and healthy FCF show that competitiveness is improving sustainably.
What would weaken the case
Higher promotions fail to retain subscribers or pressure cash generation.
Comparison group from the original editorial brief · T, TMUS, CMCSA; wireless pricing. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
Booking HoldingsBKNGConsumerTime unconfirmedTentative date
Is international travel normalization becoming slower growth or sustained pricing power?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $2.54Beat | $2.43 | +6.56%Aug 05 close |
| Q1 2026After close | $1.14Beat | $1.08 | +0.35%Apr 29 close |
| Q4 2025After close | $48.80Beat | $1.9184 | -6.15%Feb 19 close |
| Q3 2025After close | $3.98Beat | $3.8224 | -0.87%Oct 29 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Room nights: volume growth versus ADR and geography
- Take rate: merchant transactions and marketing spend
- Guidance: Europe, Asia and alternative accommodation mix
Stronger evidence
Room-night demand and marketing efficiency offset softer average rates.
What would weaken the case
Bookings rely on incentives while accommodation prices and margins weaken.
Comparison group from the original editorial brief · EXPE, ABNB, airlines and hotels. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this eventFOMC Meeting — Day OneFederal ReserveOct 27–28 · meetingOfficial schedule
Which policy signal would change the path for rates?
Expectation framework
There is no separate rate decision on day one. Numerical expectations belong to the October 28 decision; watch the statement and press conference then.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Fed-funds futures: implied rate path before the statement
- Latest CPI/PCE and labor data: which side of the mandate dominates
- Yield curve: front-end rates versus long-term inflation compensation
Stronger evidence
Clear disinflation with steady growth reduces the need for a hawkish surprise.
What would weaken the case
Sticky inflation and rising yields increase the risk of a restrictive message.
Comparison group from the original editorial brief · UST 2Y/10Y, DXY, QQQ, regional banks. These are research comparisons, not predicted price moves.
Official calendar · Two-day FOMC meeting October 27–28; no scheduled policy decision on day one.
Link to this eventSeptember Durable Goods OrdersEconomic data08:30 ETOfficial schedule
Are companies committing to machinery despite higher financing costs?
Before the release
September 2026
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| Durable orders · MoM | 0.0% | — | 0.2% |
| Ex transportation · MoM | — | — | 0.3% |
Consensus is the provider’s analyst survey; TE forecast is Trading Economics’ own estimate. A dash means unavailable, not zero.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Core capital goods ex aircraft: new orders and shipments
- Transportation: strip out volatile aircraft orders
- Revisions: confirm whether business investment is broad or narrow
Stronger evidence
Underlying equipment orders recover without relying on aircraft volatility.
What would weaken the case
Core orders weaken, signaling CFO caution and softer investment demand.
Comparison group from the original editorial brief · XLI, machinery, industrial technology, USD. These are research comparisons, not predicted price moves.
Official calendar · Durable goods orders, October 27, 08:30 ET.
Link to this eventSeptember New Home SalesEconomic data10:00 ETOfficial schedule
Can builder incentives support sales without eroding margins?
Before the release
September 2026 · Annualized units
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| New home sales | 0.684M | — | — |
A September forecast was not available in the reviewed calendar. Compare the release with the previous sales pace and its revisions.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Sales pace: compare new-home units with recent trend
- Median price and incentives: lower prices may be driving volumes
- Months of supply: inventory build against future construction plans
Stronger evidence
Volumes hold up with controlled inventory, suggesting demand resilience.
What would weaken the case
Rising inventory and weak units point to growing affordability strain.
Comparison group from the original editorial brief · XHB, mortgage lenders, lumber and building products. These are research comparisons, not predicted price moves.
Official calendar · New home sales, October 27, 10:00 ET.
Link to this event
AlphabetGOOGLTechnology / AITime unconfirmedTentative date
Is Google Cloud earning returns on AI infrastructure faster than capex climbs?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $9.11Beat | $2.89 | -7.13%Jul 23 close |
| Q1 2026After close | $5.11Beat | $2.64 | +9.96%Apr 30 close |
| Q4 2025After close | $2.82Beat | $2.57 | -0.54%Feb 05 close |
| Q3 2025After close | $2.87Beat | $2.29 | +2.52%Oct 30 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Cloud: revenue growth, backlog and operating margin together
- Search: ad growth and monetization as AI answers expand
- Cash: 2027 capex outlook versus FCF and depreciation
Stronger evidence
Cloud profitability and search monetization scale with investment, validating AI spending.
What would weaken the case
Capex accelerates while search mix or Cloud margins dilute returns.
Comparison group from the original editorial brief · MSFT, AMZN, AVGO, MRVL, ANET. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
BoeingBAIndustrialsTime unconfirmedTentative date
Do deliveries and inventory improvements finally translate into positive cash generation?
The last four reports
2/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | -$0.76Miss | -$0.34 | +4.76%Jul 28 close |
| Q1 2026Before open | -$0.20Beat | -$0.68 | +5.53%Apr 22 close |
| Q4 2025Before open | $9.92Beat | -$0.40 | -1.56%Jan 27 close |
| Q3 2025Before open | -$7.47Miss | -$0.51 | -4.37%Oct 29 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Commercial aircraft: production and deliveries by program
- Free cash flow: inventory unwind and customer advances
- Defense/global services: program charges and execution
Stronger evidence
Higher certified deliveries reduce working capital pressure and improve FCF.
What would weaken the case
Production targets rise but supplier constraints or quality costs keep cash negative.
Comparison group from the original editorial brief · GE, RTX, SPR legacy supply chain and airlines. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
UPSUPSIndustrialsTime unconfirmedTentative date
Can pricing and automation offset soft parcel demand and shifting customer mix?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.76Beat | $1.65 | -6.57%Jul 28 close |
| Q1 2026Before open | $1.07Beat | $1.02 | -3.97%Apr 28 close |
| Q4 2025Before open | $2.38Beat | $2.20 | +0.22%Jan 27 close |
| Q3 2025Before open | $1.74Beat | $1.31 | +8.00%Oct 28 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Domestic volume: business-to-consumer versus business-to-business
- Revenue per piece: discounting, fuel surcharge and customer mix
- Operating margin: network cost reduction and labor productivity
Stronger evidence
Network savings and pricing lift margins even with modest volume growth.
What would weaken the case
Revenue per package weakens while fixed network costs stay elevated.
Comparison group from the original editorial brief · FDX, AMZN, logistics demand and retail sales. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
VisaVFinancialsTime unconfirmedTentative date
Can cross-border volume protect growth if domestic spending slows?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q3 2026After close | $3.32Beat | $3.23 | +0.58%Jul 29 close |
| Q2 2026After close | $3.31Beat | $3.10 | +8.26%Apr 29 close |
| Q1 2026After close | $3.17Beat | $3.14 | -3.00%Jan 30 close |
| Q4 2025After close | $2.98Beat | $2.97 | -1.62%Oct 29 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Cross-border volume ex intra-Europe: travel and FX-sensitive spend
- Processed transactions: underlying activity versus ticket size
- Client incentives: net revenue yield and value-added services
Stronger evidence
Cross-border momentum and service growth sustain revenue without outsized incentives.
What would weaken the case
Volumes slow while client incentives rise, pressuring net revenue growth.
Comparison group from the original editorial brief · MA, AXP, PYPL; global consumer payments. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
StarbucksSBUXConsumerTime unconfirmedTentative date
Can the turnaround bring back customer visits without permanent margin erosion?
The last four reports
2/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q3 2026After close | $0.85Beat | $0.66 | +1.64%Jul 30 close |
| Q2 2026After close | $0.50Beat | $0.44 | +8.45%Apr 29 close |
| Q1 2026Before open | $0.56Miss | $0.59 | -0.59%Jan 28 close |
| Q4 2025After close | $0.52Miss | $0.55 | -1.21%Oct 30 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- U.S. comp sales: ticket versus transactions
- Labor and store investment: wait times, throughput and operating margin
- China: comp sales and partner economics
Stronger evidence
Traffic-led comps and improved throughput show recovery without excessive discounts.
What would weaken the case
Positive comps require heavy promotion or labor spending, weakening unit economics.
Comparison group from the original editorial brief · MCD, DPZ, BROS; discretionary consumption. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
RobinhoodHOODFinancialsTime unconfirmedTentative date
Are customer assets and deposits becoming recurring revenue beyond trading cycles?
The last four reports
3/4 estimates beaten · 0/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $0.62Beat | $0.44 | -3.61%Jul 30 close |
| Q1 2026After close | $0.38Miss | $0.3853 | -13.24%Apr 29 close |
| Q4 2025After close | $0.66Beat | $0.63 | -8.91%Feb 11 close |
| Q3 2025After close | $0.61Beat | $0.41 | -10.81%Nov 06 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Net deposits: new money versus market and crypto-price appreciation
- Crypto and options: trading revenue concentration
- Gold/subscriptions: paid penetration and contribution to margins
Stronger evidence
Recurring subscription and interest revenue grow alongside diversified assets.
What would weaken the case
Reported growth depends on volatile crypto trading or promotional deposits.
Comparison group from the original editorial brief · COIN, IBKR, SCHW; retail risk appetite. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
SoFiSOFIFinancialsTime unconfirmedTentative date
Is deposit-funded growth delivering cleaner credit and fee revenue?
The last four reports
3/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $0.12Beat | $0.11 | -8.90%Jul 29 close |
| Q1 2026Before open | $0.12Met | $0.12 | -15.44%Apr 29 close |
| Q4 2025Before open | $0.13Beat | $0.12 | -6.36%Jan 30 close |
| Q3 2025Before open | $0.11Beat | $0.09 | +5.53%Oct 28 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Deposits: funding costs and loan origination economics
- Credit: delinquency, charge-offs and underwriting mix
- Fee-based platform revenue: growth apart from balance-sheet lending
Stronger evidence
Lower funding costs and fee growth improve profits with stable credit losses.
What would weaken the case
Aggressive loan growth drives near-term revenue but raises future provisioning risk.
Comparison group from the original editorial brief · HOOD, COF, consumer fintech lenders. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this eventFed Rate Decision & Chair Press ConferenceFederal Reserve14:00 ET · decisionOfficial schedule
Does the statement or press conference alter the expected next move more than the rate decision itself?
The October 28 statement is scheduled for 14:00 ET, followed by the press conference at 14:30 ET. The meeting has no scheduled Summary of Economic Projections; language and the Q&A carry the forward signal. Federal Reserve · October calendar
Before the release
October 28 decision
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| Policy rate · TE series | 4.0% | — | — |
The provider quotes a single policy-rate series, not the full Fed target range. No meeting-specific consensus or forecast was available in this snapshot; no cut probability is inferred.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Decision and vote: compare outcome with consensus and dissents
- Statement: inflation/labor-risk balance and wording changes
- Chair Q&A: December options, neutral-rate debate and data dependency
Stronger evidence
A data-dependent message consistent with improving inflation could ease front-end yields.
What would weaken the case
A more restrictive path or renewed inflation concern could reprice growth-stock valuations.
Comparison group from the original editorial brief · UST 2Y/10Y, DXY, S&P 500, NASDAQ, bank net-interest outlook. These are research comparisons, not predicted price moves.
Official calendar · October 28, 14:00 ET decision; press conference 14:30 ET. October is not marked as a Summary of Economic Projections meeting.
Link to this eventAdvance Goods Trade & Inventory EstimatesEconomic data08:30 ETOfficial schedule
Does the goods balance or inventory build change the GDP nowcast?
Before the release
September 2026
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| Goods trade balance | −$132.1B | — | — |
| Wholesale inventories · MoM | — | — | 0.1% |
Consensus is the provider’s analyst survey; TE forecast is Trading Economics’ own estimate. A dash means unavailable, not zero.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Goods deficit: export versus import volume drivers
- Wholesale/retail inventories: contribution to headline GDP growth
- Revisions: compare with the advance GDP model's assumptions
Stronger evidence
Better net exports with healthy final demand support GDP composition.
What would weaken the case
Inventory accumulation can flatter GDP even when final sales weaken.
Comparison group from the original editorial brief · USD, transports, GDP nowcasts and cyclical sectors. These are research comparisons, not predicted price moves.
Official calendar · Advance Economic Indicators, October 28, 08:30 ET.
Link to this event
VertivVRTAI InfrastructureTime unconfirmedTentative date
Can AI data-center order growth convert into shipments without working-capital strain?
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $1.52Beat | $1.43 | -17.26%Jul 29 close |
| Q1 2026Before open | $1.17Beat | $0.9970 | -2.34%Apr 22 close |
| Q4 2025Before open | $1.36Beat | $1.29 | +24.49%Feb 11 close |
| Q3 2025Before open | $1.24Beat | $0.99 | -1.84%Oct 22 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Orders and book-to-bill: hyperscaler demand versus prior quarter
- Backlog: timing of liquid-cooling and power-system deliveries
- Margins/FCF: capacity expansion, supplier constraints and cash conversion
Stronger evidence
Orders convert into higher margins and cash with manageable lead times.
What would weaken the case
Backlog rises but deliveries, pricing or cash collection disappoint.
Comparison group from the original editorial brief · ETN, GEV, NVDA, data-center infrastructure. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
MicrosoftMSFTTechnology / AITime unconfirmedDate confirmed
Can Azure growth turn AI infrastructure spending into cash returns?
Microsoft confirms October 28 for FY27 Q1 earnings. The operating question is whether cloud demand generates returns after the cost of adding AI capacity, rather than whether spending rises on its own. Microsoft IR · date reviewed Oct 13
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q4 2026After close | $4.74Beat | $4.24 | +15.51%Jul 30 close |
| Q3 2026After close | $4.27Beat | $4.06 | -3.93%Apr 30 close |
| Q2 2026After close | $4.14Beat | $3.86 | -9.99%Jan 29 close |
| Q1 2026After close | $4.13Beat | $3.65 | -2.92%Oct 30 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Azure: constant-currency growth and AI capacity contribution
- Copilot: paid seat expansion and commercial monetization
- Capex: finance leases, depreciation and FCF relative to cloud margin
Stronger evidence
Azure and AI usage strengthen with visible monetization and manageable incremental capex.
What would weaken the case
Record spending outpaces utilization or margin contribution despite robust bookings.
Comparison group from the original editorial brief · GOOGL, AMZN, ORCL, NVDA, ETN. These are research comparisons, not predicted price moves.
Company announcement · Company confirms October 28 and FY27 Q1. The page reviewed does not independently confirm the release time.
Link to this event
Meta PlatformsMETATechnology / AITime unconfirmedTentative date
Can better ad economics pay for the next AI infrastructure budget?
The last four reports
3/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $6.18Miss | $7.19 | -7.95%Jul 30 close |
| Q1 2026After close | $10.44Beat | $6.67 | -8.55%Apr 30 close |
| Q4 2025After close | $8.88Beat | $8.16 | +10.40%Jan 29 close |
| Q3 2025After close | $7.25Beat | $6.74 | -11.33%Oct 30 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Ads: impressions, price per ad and Reels monetization
- AI products: measurable engagement gains and user adoption
- 2027 capex: depreciation and operating-expense trajectory versus FCF
Stronger evidence
Ad yield and engagement gains justify infrastructure costs without eroding core margins.
What would weaken the case
Capex commitments climb faster than earnings or AI monetization visibility.
Comparison group from the original editorial brief · GOOGL, SNAP, PINS, NVDA, AVGO. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
GE VernovaGEVEnergyTime unconfirmedTentative date
Can gas turbines and grid bottlenecks unlock pricing and cash conversion?
The last four reports
2/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $2.47Miss | $3.17 | -8.69%Jul 22 close |
| Q1 2026Before open | $17.44Beat | $1.95 | +13.75%Apr 22 close |
| Q4 2025Before open | $13.39Beat | $2.99 | +2.73%Jan 28 close |
| Q3 2025Before open | $1.64Miss | $1.72 | -1.59%Oct 22 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Power and electrification: equipment orders and backlog margin
- Gas turbines: production slots, pricing and delivery dates
- Working capital: advance payments versus capacity expansion costs
Stronger evidence
High-value backlog converts to cash while margin improves across power and grid.
What would weaken the case
Orders stay strong but delivery constraints or working capital suppress FCF.
Comparison group from the original editorial brief · ETN, VRT, grid hardware and utilities. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
ServiceNowNOWTechnologyTime unconfirmedTentative date
Are enterprise customers buying AI workflow seats at scale rather than piloting them?
The last four reports
3/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $0.90Beat | $0.86 | -3.69%Jul 23 close |
| Q1 2026After close | $0.97Met | $0.97 | -17.75%Apr 23 close |
| Q4 2025After close | $0.92Beat | $0.89 | -9.94%Jan 29 close |
| Q2 2025After close | $0.8180Beat | $0.7140 | +4.16%Jul 24 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Current remaining performance obligations: forward revenue visibility
- Large deals: subscription growth and renewal rates
- AI upsell: workflow monetization versus sales investment
Stronger evidence
Large-contract momentum and CRPO support sustained subscription growth.
What would weaken the case
AI pilots do not convert to sizeable subscriptions or billings guidance weakens.
Comparison group from the original editorial brief · CRM, MSFT, IBM; enterprise SaaS budgets. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
FordFAutomotiveTime unconfirmedTentative date
Can Ford protect truck cash flow while its EV and warranty costs remain elevated?
The last four reports
4/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $0.42Beat | $0.33 | +2.14%Jul 29 close |
| Q1 2026After close | $0.66Beat | $0.1829 | -1.31%Apr 30 close |
| Q4 2025After close | $0.13Beat | $0.06 | +2.06%Feb 11 close |
| Q3 2025After close | $0.45Beat | $0.38 | +12.16%Oct 24 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. Release dates follow the timing source or issuer where the EPS provider differs. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Ford Blue/Pro: pricing, fleet demand and segment profits
- Model e: EV losses and investment pace
- Warranty and cash: recalls, operating FCF and shareholder returns
Stronger evidence
Commercial vehicle profits fund EV transition with contained warranty charges.
What would weaken the case
Pricing and EV losses pressure profitability, with warranty costs undermining FCF.
Comparison group from the original editorial brief · GM, TSLA, auto suppliers. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this eventQ3 GDP — Advance EstimateEconomic data08:30 ETOfficial schedule
Is growth being driven by household spending and investment or by volatile trade/inventories?
BEA schedules advance Q3 GDP and September Personal Income and Outlays together on October 29 at 08:30 ET. Read demand composition alongside inflation; inventories and trade can move GDP without the same change in final demand. BEA · official calendar
Before the release
Q3 2026 · Seasonally adjusted annual rate
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| Real GDP growth · QoQ | 2.2% | — | 0.9% |
Consensus is the provider’s analyst survey; TE forecast is Trading Economics’ own estimate. A dash means unavailable, not zero.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Real personal consumption: contribution and durability
- Business investment: equipment, software and AI-related structures
- Net exports and inventory: strip one-off headline contributors
Stronger evidence
Strong final domestic demand with manageable price pressure supports earnings expectations.
What would weaken the case
Headline growth driven by inventory accumulation or a temporary trade swing, alongside weakening final domestic sales, gives a less durable earnings signal.
Comparison group from the original editorial brief · UST yields, USD, XLY, XLI and S&P 500 earnings. These are research comparisons, not predicted price moves.
Official calendar · Q3 GDP advance estimate, October 29, 08:30 ET.
Link to this eventSeptember PCE Inflation ReportEconomic data08:30 ETOfficial schedule
Does the Fed's preferred core measure validate or contradict the CPI signal?
PCE inflation arrives with September Personal Income and Outlays and advance Q3 GDP at 08:30 ET on October 29. The release comes after the October policy decision, so it can inform the next meeting’s debate rather than that decision. BEA · official calendar
Before the release
September 2026
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| Core PCE · MoM | 0.2% | — | 0.2% |
| Core PCE · YoY | 3.0% | — | 3.3% |
Consensus is the provider’s analyst survey; TE forecast is Trading Economics’ own estimate. A dash means unavailable, not zero.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Core PCE m/m: the cleanest immediate policy-repricing measure
- Services ex housing and goods: breadth of sticky categories
- Personal income/spending: whether nominal gains translate into real demand
Stronger evidence
Soft core PCE with solid real spending would support a less restrictive rate outlook.
What would weaken the case
Sticky core inflation alongside slow real spending sharpens the policy trade-off.
Comparison group from the original editorial brief · UST 2Y, DXY, QQQ, sector duration sensitivity. These are research comparisons, not predicted price moves.
Official calendar · September Personal Income and Outlays, October 29, 08:30 ET; includes PCE inflation.
Link to this event
Eli LillyLLYHealth CareTime unconfirmedTentative date
Can blockbuster obesity-drug demand translate into supply-led revenue growth and margins?
The last four reports
4/4 estimates beaten · 4/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $8.38Beat | $6.40 | +4.86%Aug 05 close |
| Q1 2026Before open | $8.55Beat | $6.97 | +9.80%Apr 30 close |
| Q4 2025Before open | $7.54Beat | $7.48 | +10.33%Feb 04 close |
| Q3 2025Before open | $7.02Beat | $6.42 | +3.81%Oct 30 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Obesity/diabetes: prescription growth and realized net prices
- Manufacturing: available doses, supply expansion and launch timing
- Guidance: growth versus R&D, commercial and capacity costs
Stronger evidence
Volume growth and stable net pricing support an upward earnings path as supply expands.
What would weaken the case
Pricing pressure, supply constraints or higher launch expense dilute revenue momentum.
Comparison group from the original editorial brief · NVO, pharma distribution and obesity-treatment ecosystem. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
AppleAAPLTechnologyTime unconfirmedTentative date
Is the iPhone upgrade cycle strengthening while Services sustains profitability?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q3 2026After close | $2.02Beat | $1.89 | -7.35%Jul 31 close |
| Q2 2026After close | $2.01Beat | $1.95 | +3.24%May 01 close |
| Q1 2026After close | $2.84Beat | $2.67 | +0.46%Jan 30 close |
| Q4 2025After close | $1.85Beat | $1.74 | -0.38%Oct 31 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- iPhone: volume versus ASP and geographic mix, especially China
- Services: growth, paid subscriptions and regulatory pressure
- Gross margin: hardware mix, component costs and 2027 commentary
Stronger evidence
Upgrades and Services growth offset higher costs, with stable margins.
What would weaken the case
China demand weakens and product mix or costs compress margins despite EPS strength.
Comparison group from the original editorial brief · QCOM, TSM, AVGO, smartphone suppliers. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
AmazonAMZNTechnology / AITime unconfirmedTentative date
Can AWS AI demand and retail efficiency coexist with a bigger infrastructure bill?
The last four reports
3/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $5.75Beat | $1.82 | +15.32%Jul 31 close |
| Q1 2026After close | $2.78Beat | $1.63 | +0.77%Apr 30 close |
| Q4 2025After close | $1.95Miss | $1.97 | -5.55%Feb 06 close |
| Q3 2025After close | $1.95Beat | $1.57 | +9.58%Oct 31 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- AWS: growth, backlog, custom silicon adoption and operating margin
- Retail: North America margin, fulfillment productivity and ads
- Cash: capex, lease commitments and trailing free cash flow
Stronger evidence
AWS accelerates and retail margins expand faster than investment costs.
What would weaken the case
AI capex surges without matching cloud utilization or operating income gains.
Comparison group from the original editorial brief · MSFT, GOOGL, NVDA, AVGO, SHOP. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
IntelINTCSemiconductorsTime unconfirmedTentative date
Is the foundry turnaround gaining external customers without exhausting cash resources?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $0.42Beat | $0.21 | -7.89%Jul 24 close |
| Q1 2026After close | $0.29Beat | $0.0090 | +23.60%Apr 24 close |
| Q4 2025After close | $0.15Beat | $0.08 | -17.03%Jan 23 close |
| Q3 2025After close | $0.23Beat | $0.0047 | +0.31%Oct 24 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Foundry: external design wins, roadmap milestones and yield progress
- Products: server/client mix and gross margin
- Balance sheet: capex, subsidies and cash-burn trajectory
Stronger evidence
Credible milestones plus margin stabilization reduce execution risk.
What would weaken the case
Foundry spending grows without customer commitments or improved yields.
Comparison group from the original editorial brief · AMD, TSM, INTC suppliers and U.S. semiconductor policy. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
MastercardMAFinancialsTime unconfirmedTentative date
Are cross-border travel and value-added services sustaining Mastercard's premium growth?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $5.04Beat | $4.77 | +2.49%Jul 30 close |
| Q1 2026Before open | $4.60Beat | $4.41 | -4.25%Apr 30 close |
| Q4 2025Before open | $4.76Beat | $4.24 | +4.29%Jan 29 close |
| Q3 2025Before open | $4.38Beat | $4.31 | -0.16%Oct 30 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Cross-border: volume growth excluding FX swings
- Switched transactions: consumer activity versus ticket inflation
- Services: cybersecurity and data fees versus client incentives
Stronger evidence
Services and cross-border volume keep net-revenue growth resilient.
What would weaken the case
Volume slows and rebates absorb more incremental revenue.
Comparison group from the original editorial brief · V, AXP, PYPL, travel-demand indicators. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
MerckMRKHealth CareTime unconfirmedTentative date
Can pipeline progress offset the eventual concentration risk around Keytruda?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | -$0.13Beat | -$0.26 | +0.18%Aug 04 close |
| Q1 2026Before open | -$1.28Beat | -$1.47 | -1.60%Apr 30 close |
| Q4 2025Before open | $2.04Beat | $2.01 | +2.18%Feb 03 close |
| Q3 2025Before open | $2.58Beat | $2.36 | -0.35%Oct 30 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Keytruda: geography and approved indication mix
- New launches: adoption versus marketing and R&D spending
- Pipeline: late-stage trial timelines and patent-exposure preparation
Stronger evidence
Newer products scale and pipeline milestones support post-Keytruda visibility.
What would weaken the case
Revenue concentration and launch spending grow faster than offsets.
Comparison group from the original editorial brief · JNJ, ABBV, LLY and oncology biotech. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
CoinbaseCOINCryptoTime unconfirmedTentative date
Can recurring revenue soften the exchange's dependence on crypto-market volatility?
The last four reports
1/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | -$1.36Miss | -$0.4438 | -10.59%Jul 31 close |
| Q1 2026After close | -$1.49Miss | $0.0638 | +4.25%May 08 close |
| Q4 2025After close | $0.66Miss | $0.83 | +16.46%Feb 13 close |
| Q3 2025After close | $1.44Beat | $1.04 | +4.65%Oct 31 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Transaction take rate: spot volumes versus fee competition
- Subscriptions/services: stablecoin, staking and custody revenue
- Expenses: regulatory costs and margin sensitivity to price swings
Stronger evidence
Non-trading revenue grows and costs remain disciplined through choppy volumes.
What would weaken the case
An EPS surprise driven mainly by crypto revaluations or temporary volume is fragile.
Comparison group from the original editorial brief · HOOD, BTC-linked equities and crypto infrastructure. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
CloudflareNETTechnologyTime unconfirmedTentative date
Is Cloudflare gaining larger enterprise contracts without sacrificing margins?
The last four reports
4/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | $0.29Beat | $0.2684 | +5.57%Aug 07 close |
| Q1 2026After close | $0.25Beat | $0.2306 | -23.62%May 08 close |
| Q4 2025After close | $0.28Beat | $0.27 | +5.24%Feb 11 close |
| Q3 2025After close | $0.27Beat | $0.23 | +13.84%Oct 31 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Large customers: $100K+ spend cohorts and dollar-based expansion
- Security/Workers/AI: actual contract monetization versus product announcements
- FCF: sales efficiency and infrastructure costs
Stronger evidence
Enterprise growth and positive cash leverage validate the AI-edge narrative.
What would weaken the case
Bookings fail to convert and infrastructure or sales costs pressure margins.
Comparison group from the original editorial brief · CRWD, PANW, AKAM; AI-edge infrastructure. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
RobloxRBLXTechnologyTime unconfirmedTentative date
Are engagement gains turning into higher bookings per user and better cash margins?
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026After close | -$0.26Beat | -$0.3438 | -26.85%Jul 31 close |
| Q1 2026After close | -$0.35Beat | -$0.4093 | -18.33%May 01 close |
| Q4 2025After close | -$0.45Beat | -$0.49 | +9.66%Feb 06 close |
| Q3 2025Before open | -$0.37Beat | -$0.44 | -15.51%Oct 30 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- DAUs and hours engaged: age and geography mix
- Bookings per DAU: monetization, currency and paid conversion
- Developer economics: payout costs, moderation and cash conversion
Stronger evidence
Higher engagement monetizes without accelerating creator or safety costs.
What would weaken the case
User growth rises but bookings per user and margins fall.
Comparison group from the original editorial brief · RBLX gaming peers, U, gaming-advertising ecosystem. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this eventQ3 Employment Cost Index (ECI)Economic data08:30 ETOfficial schedule
Are underlying wage and benefit costs still reinforcing services inflation?
Before the release
Q3 2026
| Indicator | Previous | Consensus | TE forecast |
|---|---|---|---|
| Employment Cost Index · QoQ | 0.9% | — | 0.6% |
Consensus is the provider’s analyst survey; TE forecast is Trading Economics’ own estimate. A dash means unavailable, not zero.
Trading Economics calendar · Snapshot Oct 13, 2026 · Forecasts can change.
Editorial analysis · Conditional signals, not reported results or price forecasts
- Private-industry wages: underlying compensation trend
- Benefits: separate health and other costs from hourly pay
- Quarterly pace: compare with productivity-consistent wage growth
Stronger evidence
Cooling compensation pressure would support underlying services disinflation.
What would weaken the case
Reacceleration suggests persistent labor-intensive service pricing pressure.
Comparison group from the original editorial brief · UST yields, labor-intensive services, small-cap employers. These are research comparisons, not predicted price moves.
Official calendar · Q3 Employment Cost Index, October 30, 08:30 ET.
Link to this event
ChevronCVXEnergyTime unconfirmedTentative date
Are upstream profits retaining enough cash after higher development spending?
The last four reports
4/4 estimates beaten · 3/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $6.06Beat | $5.55 | +2.35%Jul 31 close |
| Q1 2026Before open | $1.41Beat | $1.00 | -1.39%May 01 close |
| Q4 2025Before open | $1.52Beat | $1.44 | +3.34%Jan 30 close |
| Q3 2025Before open | $1.85Beat | $1.71 | +2.74%Oct 31 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Production and realization: volumes versus crude and gas benchmarks
- Downstream: refining margins and maintenance costs
- FCF: project capex versus dividend and buybacks
Stronger evidence
Operating cash supports shareholder returns without higher leverage.
What would weaken the case
Oil-price strength is offset by overruns or weaker refining and cash conversion.
Comparison group from the original editorial brief · XOM, COP, SLB, XLE. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
AbbVieABBVHealth CareTime unconfirmedTentative date
Are newer immunology drugs reliably replacing revenue lost to Humira?
The last four reports
4/4 estimates beaten · 1/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $3.65Beat | $3.61 | -2.51%Jul 31 close |
| Q1 2026Before open | $2.65Beat | $2.59 | +3.14%Apr 29 close |
| Q4 2025Before open | $2.71Beat | $2.65 | -3.79%Feb 04 close |
| Q3 2025Before open | $1.86Beat | $1.77 | -4.45%Oct 31 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Skyrizi/Rinvoq: growth and market-share trajectory
- Neuroscience and oncology: launch trends and late-stage pipeline
- Margins: rebate pressure and R&D or acquisition-related expense
Stronger evidence
Skyrizi and Rinvoq sustain growth with stable profitability and pipeline progress.
What would weaken the case
Pricing/rebates rise or new launches fail to offset legacy erosion.
Comparison group from the original editorial brief · JNJ, MRK, biotech and immunology peers. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this event
RegeneronREGNHealth CareTime unconfirmedTentative date
Can Eylea competition be offset by next-generation eye-care sales and pipeline depth?
The last four reports
4/4 estimates beaten · 2/4 positive first sessions
| Report | Reported EPS | Consensus | First-session move |
|---|---|---|---|
| Q2 2026Before open | $14.29Beat | $10.16 | +6.17%Jul 30 close |
| Q1 2026Before open | $9.47Beat | $8.91 | -6.21%Apr 29 close |
| Q4 2025Before open | $11.44Beat | $10.74 | -1.07%Jan 30 close |
| Q3 2025Before open | $11.83Beat | $9.73 | +11.82%Oct 28 close |
EPS uses the provider’s comparable reported figure, which can differ from GAAP. First session: release day for pre-market reports, next trading day for after-close reports. Close-to-close price change; see methodology below.
EPS & consensus: MarketBeat / Fiscal.ai · Release timing: OptionSlam · Daily closes: Yahoo Finance · Snapshot Oct 13, 2026
Editorial analysis · Conditional signals, not reported results or price forecasts
- Eylea HD versus legacy Eylea: conversion and net realized prices
- Dupixent alliance: profit contribution and demand
- Pipeline: late-stage trial catalysts, spending and buybacks
Stronger evidence
Eylea HD stabilizes eye-care economics while Dupixent and pipeline expand.
What would weaken the case
Competitive pressure compresses eye-care margins faster than new products scale.
Comparison group from the original editorial brief · ABBV, MRK, ophthalmology and immunology biotech. These are research comparisons, not predicted price moves.
Draft calendar reference · Date carried forward from the supplied draft calendar. It has not been independently reconfirmed for this edition; check the issuer or agency before relying on it.
Link to this eventNo matching events
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Sources & scope
Official release dates were checked against BLS, BEA, the Federal Reserve, the 2026 Census calendar and the company announcements linked in each brief.
How to read this timeline
This is a dated snapshot, not a live calendar. Of 91 entries inherited from the supplied draft, 22 dates were independently rechecked for this edition; 69 remain tentative. Coverage is selective, not a complete market calendar. Event times are shown only when supported or explicitly qualified; a webcast time is distinguished from a results release.
The research questions, scenarios, comparison groups and “Key events” selection are editorial analysis. An official calendar supports a date; it does not endorse the analysis. Unverified estimates from the supplied draft were removed. The historical earnings and macro expectations added here were observed on October 13, 2026. TSMC guidance is explicitly identified as company guidance. None of the conditional signals is a price target or a forecast.
Each company shows its four most recent reported quarters, rather than forecast quarters. EPS and consensus use MarketBeat’s comparable reported figure (Fiscal.ai); it may differ from GAAP. ASML uses Benzinga’s USD earnings-surprise series throughout its four rows, while the issuer reports in euros. Prologis uses Core FFO per share for the consensus comparison. The first-session move is calculated from Yahoo Finance regular-session closes: the release-day close against the preceding trading close for a pre-market report, and the next trading-day close against the release-day close for an after-close report. Release timing comes from publicly visible OptionSlam date fields, with issuer checks for date conflicts. Returns exclude after-hours quotes and dividends, and include other news moving the stock that day; four observations do not establish a reliable probability.
Economic tables separate previous readings, provider survey consensus and Trading Economics’ own forecasts. A dash means the field was unavailable when reviewed, never zero. These are dated snapshots and are not updated automatically.
For information only, not investment advice. Schedules can change; check the original issuer or agency. Company icons are sourced from corporate websites and identified brand assets; a plain ticker identifies a company when a reliable image is unavailable.