The week ahead in earnings

Q1 FY2027

Consensus: EPS 0.59 · Rev $1.66bn (Alpha Vantage estimates endpoint, 2 October 2026: EPS 0.59 from 9 analysts, revenue $1.655bn from 8. The EPS estimate is down from 0.62 ninety days ago, with four cuts against two raises in the last 30 days. The calendar feed we first used carried 0.58; this page now uses the estimates endpoint, which publishes its analyst count.)

Lamb Weston closed fiscal 2026 saying net sales and adjusted EBITDA came in above the high end of guidance, so the question is whether that held into the new year. The stock is flat on the year but sits 39% below its 52-week high, so the market has already taken the re-rating even as the numbers held.

Q1 FY2027

Consensus: EPS 1.95 · Rev $2.22bn (Alpha Vantage estimates endpoint, 2 October 2026: EPS 1.95 from 15 analysts, revenue $2.223bn from 14. Three analysts cut EPS in the last 30 days and none raised, but the estimate is still above the 1.92 of 90 days ago.)

RPM has moved its primary profit measure to adjusted EBITDA from adjusted EBIT starting this fiscal year, to make itself comparable with peers during a period of acquisitions. The headline profit figure is therefore not the same quantity it was a year ago, and any year-over-year comparison that treats them as equivalent is wrong. Guidance called for sales and adjusted EBITDA growth in the mid-single digits against prior-year record results.

Q2 FY2027

Consensus: EPS 3.55 · Rev $2.54bn (Alpha Vantage estimates endpoint, 2 October 2026: EPS 3.55 from 19 analysts, revenue $2.540bn from 16. Thirteen analysts cut EPS in the last 30 days against two raises, and the estimate is down from 3.70 ninety days ago. CORRECTED: this row and the X card first carried 3.63, taken from the calendar feed, which publishes no analyst count.)

Results land Tuesday after the close and the call is not until 8am ET on Wednesday, so a calendar that stamps the whole event Tuesday is marking the release and not the call. The stock is down 18% this year and sits 1.6% above its 52-week low going in, which means the print lands on a name the market has already marked down rather than one being tested at a high. The estimate has been cut hard into it: thirteen of nineteen analysts lowered EPS in the last month.

Q1 FY2027

Consensus: EPS -0.30 · Rev $125m (Alpha Vantage estimates endpoint, 2 October 2026: EPS -0.30 from only 4 analysts, revenue $124.6m from 6. The expected loss has widened from -0.28 ninety days ago. CORRECTED: this row and the X card first carried -0.25 from the calendar feed.)

The vendor calendar we checked has this on Thursday 8 October. The company's own release of 28 September sets the call for Wednesday 7 October at 5pm ET, for the quarter ended 31 August. It is the first AI datacentre name of the quarter and the one most likely to be missed by a day. The stock is up 6% this year but 49% below its 52-week high, so the capex story has already had a violent re-rating inside the year. Only four analysts publish a quarterly EPS estimate, so there is very little of a Street bar here to beat or miss.

Q3 FY2026

Consensus: EPS 0.36 · Rev $1.62bn (Alpha Vantage estimates endpoint, 2 October 2026: EPS 0.36 from 15 analysts, revenue $1.618bn from 14. All fifteen analysts cut EPS in the last 30 days and not one raised it, taking the estimate down from 0.38 ninety days ago.)

Quarter ended 30 August, call at 5pm ET. Levi named John Vandemore chief financial officer on 30 September, days before the print, while the call announcement issued a week earlier named Harmit Singh. Worth watching who actually takes the questions, and whether a new finance chief resets anything on his first call. The estimate revision is unanimous in one direction: every one of the fifteen analysts covering the quarter cut EPS in the last month, which is as one-sided as this data gets.

Q3 2026, ended 5 September

Consensus: EPS 2.30 · Rev $25.0bn (Alpha Vantage estimates endpoint, 2 October 2026: EPS 2.30 from 17 analysts, revenue $24.999bn from 14. Fifteen analysts cut EPS in the last 30 days and none raised, taking the estimate down from 2.43 ninety days ago.)

The largest company reporting this week, out around 6am ET with analyst questions at 8:15am, per the company's release of 25 August. The quarter ended 5 September, not 30 September as one vendor calendar states, which matters for anyone lining it up against peers. It goes in down 12.5% on the year and 0.2% above its 52-week low, so the stock is already priced for disappointment and the July reaction showed an in-line result does not stop the selling. The bar has come down to meet it: the EPS estimate is 2.30 against 2.43 ninety days ago, cut by fifteen of seventeen analysts in the last month alone.

Last print was 9 July, pre-market: reported 2.20 against a 2.19 estimate, a beat of half a percent, and the stock closed down 3.26% that day. Beating by a cent has not been enough.

Q1 FY2027, ended 31 August

Consensus: EPS no usable consensus · Rev $268m (Alpha Vantage, 2 October 2026. Revenue $267.8m from 9 analysts. There is no usable EPS consensus: exactly ONE analyst publishes a quarterly EPS estimate for Tilray, and the two Alpha Vantage feeds disagree on its sign, the calendar feed carrying -0.18 and the estimates endpoint +0.04. CORRECTED: this row and the X card first printed -0.18 as though it were a consensus. We are not printing either number as one.)

Tilray announced on its own newsroom and investor site that results for the quarter ended 31 August come before the market opens on 8 October, with the call at 8:30am ET. We first published this row as unconfirmed, which was wrong. The stock is down 60% this year and 85% below its 52-week high, sitting 1.7% above the low, so this is a print landing on a name that has already been written off by the tape. It is also the clearest example on this page of why a consensus number deserves a second look before it is quoted: a single analyst publishes a quarterly EPS estimate here, and two feeds from the same vendor disagree on whether that estimate is a profit or a loss. Nine analysts do publish revenue estimates, so revenue is the line with an actual bar.

September quarter 2026

Consensus: EPS 1.99 · Rev $19.04bn (Alpha Vantage estimates endpoint, 2 October 2026: EPS 1.99 from 19 analysts, revenue $19.04bn from 8. Three analysts cut EPS in the last 30 days, but the estimate is well above the 1.80 of ninety days ago.)

Call at 10am ET on Friday. Delta traditionally opens the reporting season for the airlines, so its September quarter commentary frames the rest of the group. It goes in up 22% this year, one of only two names on this page up on the year alongside Applied Digital, and the only one within 12% of its 52-week high. The estimate drift is the strongest on the slate: the EPS consensus of 1.99 is up from 1.80 ninety days ago, a raise of more than 10%, even with three cuts in the last month. RPM's estimate also sits above its 90-day-ago mark, but by under 2%, so Delta is where the bar has genuinely been walked up.