Earnings
A 50-company earnings watchlist for October 19-23, led by Netflix, Tesla and Meta, with issuer date checks, business questions and charts through October 16.
Educational commentary, not investment advice.
Oct 19 – Oct 2350 reports
As of October 16 completed regular-session prices; preview prepared October 17
company confirmedvendor estimateunconfirmed
Q3 2026
Compare the coming result with the previously guided improvement in adjusted EBITDA; check pricing, shipments and cash generation.
Q2 2026: GAAP net loss was $134 million and adjusted EBITDA was $286 million. Management's approximately $575 million Q3 adjusted EBITDA outlook was guidance, not an achieved result.
Q3 2026
Track tangible book value, net spread and dollar roll income, and the mortgage-spread/hedging picture.
Q2 2026: tangible net book value was $8.58 per common share; net spread and dollar roll income was $0.40 per common share. The latter is a non-GAAP measure, not GAAP EPS.
Q3 2026
Watch steel margins and shipments alongside the aluminum ramp and cash requirements.
Q2 2026: net sales were $6.1 billion and GAAP diluted EPS was $3.69, including a $16 million noncash impairment tied to relocating a planned aluminum recycled-slab center.
Q3 2026
Separate the GAAP result from special items, then assess North America margins and adjusted automotive free cash flow.
Q2 2026: GAAP diluted EPS was $1.41 versus adjusted diluted EPS of $3.57. The $12.00-$14.00 adjusted EPS outlook was for full-year 2026, not Q3 alone.
Q3 2026
Watch subscription growth, retention and asset-based fees as market levels change.
Q3 2026
Watch program execution, operating margins and the conversion of backlog into cash.
Q3 2026
Track commercial aftermarket and defense growth, segment margins and free-cash-flow conversion.
Q2 2026: GAAP EPS was $1.57 versus adjusted EPS of $1.89. Full-year adjusted EPS guidance was $7.10-$7.25; it is not a quarterly result.
Q3 2026
Watch underwriting profitability, catastrophe losses and investment income.
Q3 2026
Watch credit performance, net interest margin and Discover integration costs alongside the adjusted earnings bridge.
Q2 2026: GAAP diluted EPS was $4.73 and adjusted diluted EPS was $5.81. Acquisition-expanded comparisons should not be described as organic growth.
Q3 2026
Assess whether pricing, membership growth and advertising can meet management's own revenue and margin forecast.
Q2 2026: revenue was about $12.56 billion and operating margin was 33.4%. Management's Q3 forecast was $12.86 billion revenue and 33.2% operating margin, not analyst consensus.
Q3 2026
Watch book value, financing costs and earnings available for distribution against the dividend.
Q3 2026
Compare unit revenue and fuel-cost pressure with the full-year adjusted EPS outlook.
Q2 2026: GAAP diluted EPS was $2.46; adjusted diluted EPS was $1.99 after removing net credits and gains. The $9.00-$11.00 adjusted EPS outlook covered the full year.
Q3 2026
Check commercial-services growth, engine deliveries and whether cash conversion supports the raised outlook. The calendar lists this date; the issuer evidence confirms the earnings call or a broad morning window, but does not establish the financial-release session. Treat the release timing as unconfirmed.
Q2 2026: GAAP revenue was $13.3 billion and adjusted EPS was $2.02. Keep that adjusted measure separate from GAAP continuing EPS of $2.30.
Q3 2026
Watch da Vinci procedure growth and system placements, including da Vinci 5 adoption and leasing mix. The calendar lists this date; the issuer evidence confirms the earnings call or a broad morning window, but does not establish the financial-release session. Treat the release timing as unconfirmed.
Q2 2026: revenue was $2.89 billion, GAAP diluted EPS was $2.29 and non-GAAP diluted EPS was $2.80. Both EPS measures included a $0.08 tariff-refund benefit.
Q3 2026
Watch adjusted organic sales growth and margins against the increased full-year earnings outlook. The calendar lists this date; the issuer evidence confirms the earnings call or a broad morning window, but does not establish the financial-release session. Treat the release timing as unconfirmed.
Q2 2026: GAAP diluted EPS was $1.78 and adjusted EPS was $2.40. The $8.80-$8.95 full-year adjusted EPS outlook issued then did not yet reflect the Madison Fire & Rescue acquisition.
Q3 2026
Compare device growth and comparable sales trends with the increased full-year EPS outlook.
Q2 2026: GAAP diluted EPS was $0.53 and adjusted diluted EPS was $1.31. Reported sales growth and comparable sales growth have different scopes.
Q3 2026
Watch bioprocessing demand, core growth and margin conversion across life sciences and diagnostics.
Q3 2026
Watch regulated utility investment, energy project execution and funding needs.
Q3 2026
Watch smoke-free growth, profitability and the full-year outlook.
Q3 2026
Watch wireless/fiber customer additions, service revenue and free cash flow as the business funds investment and shareholder returns.
Q2 2026: revenue was $31.6 billion and free cash flow was $4.7 billion. Free cash flow is a non-GAAP measure.
Q3 2026
Look for sustained end-market demand, organic growth and margin/cash conversion.
Q2 2026, ended June 27: revenue was $11.99 billion, GAAP diluted EPS was $4.68 and adjusted EPS was $6.03. Reported revenue growth of 10% included 5% organic growth.
Q3 2026
Watch tower leasing, AFFO and the outlook for capital allocation.
Q3 2026
Watch natural-gas transport demand, project spending and cash available after capital investment.
Q3 2026
Compare advertising momentum and revenue guidance with the cash demands of AI infrastructure spending.
Q2 2026: revenue was about $60.80 billion. Management's Q3 revenue guidance was $61-$64 billion; its $130-$145 billion full-year capital-expenditure outlook included finance-lease principal.
Q3 2026
Watch battery commercialization milestones, partner progress and cash runway.
Q3 2026
Watch backlog conversion into cloud revenue and how acquisition spending affects the operating-profit outlook.
SAP's Q2 current cloud backlog was €22.93 billion, up 27% reported and 26% at constant currencies.
Q3 2026
Watch how deliveries translate into automotive margins and cash flow, alongside spending on the AI and autonomy buildout.
Tesla has already reported 486,532 Q3 deliveries and 13.7 GWh of storage deployments; the financial results are still ahead.
Q3 2026
Watch rental demand, fleet productivity and cash generation after equipment spending.
Q3 2026
Watch Red Hat and consulting growth, revenue conversion and cash generation against the revised full-year outlook. The calendar lists this date; the issuer evidence confirms the earnings call or a broad morning window, but does not establish the financial-release session. Treat the release timing as unconfirmed.
IBM's Q2 revenue was $17.2 billion, with GAAP continuing-operations EPS of $2.27 and operating EPS of $2.93.
September 2026 quarter / Q1 FY2027
Compare the coming result with that revenue outlook and check memory-equipment demand, service revenue and cash conversion. The calendar lists this date; the issuer evidence confirms the earnings call or a broad morning window, but does not establish the financial-release session. Treat the release timing as unconfirmed.
Lam's June-quarter revenue was $6.72 billion; its prior outlook put September-quarter revenue at $8.10 billion, plus or minus $400 million.
Q3 2026
Watch industrial and automotive demand, manufacturing utilization and how capital spending affects cash generation. The calendar lists this date; the issuer evidence confirms the earnings call or a broad morning window, but does not establish the financial-release session. Treat the release timing as unconfirmed.
TI reported Q2 revenue of $5.46 billion and EPS of $2.14; its Q3 revenue outlook was $5.65 billion to $6.15 billion.
Q3 2026
Watch net interest income, deposit costs and credit quality.
Q3 2026
Watch automation growth, segment margins and cash generation as reporting shifts to the post-Aerospace business. Honeywell's post-separation business and corporate actions limit comparisons: the chart uses the post-June 29 window; YTD, 252-session-high distance and the 200-session SMA are omitted.
For the automation business excluding Aerospace, Honeywell's Q2 sales were $5.2 billion and adjusted EPS was $1.95.
Q3 2026
Watch program execution, cash conversion and whether backlog turns into profitable deliveries.
Lockheed's Q2 sales were $20.1 billion and GAAP EPS was $7.94, with comparisons helped by large program losses in the prior-year quarter.
Q3 2026
Watch optical and IP networking demand, margins and the updated outlook.
Q3 2026
Watch subscriber and advertising growth, pricing conversion and whether profitability holds as the platform invests.
Spotify ended Q2 with 300 million Premium subscribers, €4.8 billion of revenue and a 33.4% gross margin.
Q3 2026
Watch volume and core pricing alongside productivity, separating fuel-surcharge effects from the underlying margin trend.
Union Pacific reported Q2 revenue of $6.9 billion, with a 59.7% GAAP operating ratio and a 59.2% adjusted ratio.
Q3 2026
Watch deliveries, margins and cash conversion as onsite-power demand develops.
Q3 2026
Watch broadband and infrastructure demand, gross margin and the next-quarter outlook.
Q3 2026
Watch production, all-in sustaining costs and cash conversion, separating the gold-price effect from operating execution.
Newmont produced about 1.3 million attributable gold ounces in Q2 and reported $2.9 billion of operating cash flow.
Q1 FY2027
Watch cloud hard-drive demand, pricing and margins against the prior $4.1 billion revenue outlook midpoint.
WD's fiscal Q4 revenue was $3.75 billion and non-GAAP EPS was $3.56; GAAP EPS of $8.21 included substantial non-operating effects.
Q3 2026
Watch passenger revenue, fuel and nonfuel costs, and the outlook for profitability. The calendar lists this date; the issuer evidence confirms the earnings call or a broad morning window, but does not establish the financial-release session. Treat the release timing as unconfirmed.
Q3 2026
Watch fundraising, realizations and fee-related earnings across private-market strategies. The calendar lists this date; the issuer evidence confirms the earnings call or a broad morning window, but does not establish the financial-release session. Treat the release timing as unconfirmed.
Q2 FY2027
Watch HOKA and UGG growth, direct-to-consumer versus wholesale demand and gross margins against the annual outlook. The calendar lists this date; the issuer evidence confirms the earnings call or a broad morning window, but does not establish the financial-release session. Treat the release timing as unconfirmed.
Deckers' fiscal Q1 sales were about $1.02 billion, including $703.5 million from HOKA and $278 million from UGG.
Q1 FY2027
Watch volume versus pricing, organic sales growth and margin execution against the fiscal-year outlook. The calendar lists this date; the issuer evidence confirms the earnings call or a broad morning window, but does not establish the financial-release session. Treat the release timing as unconfirmed.
P&G's previous quarter had $21.2 billion in sales, flat organic growth and core EPS of $1.43 versus GAAP EPS of $1.26.
Q3 2026
Watch refining margins, throughput and cash returns alongside renewable-fuel performance. The issuer confirms an October 22 morning financial release. Its exact market session is unconfirmed; a morning release does not by itself establish before-open timing.
Q3 2026
Watch organic growth against vehicle production, margins and operating cash flow.
Q3 2026
Watch spending and card-fee growth alongside net write-offs and reserve changes, rather than reading lower provisions as the whole credit story.
Amex's Q2 revenue net of interest expense was $19.6 billion; credit-loss provisions fell to $1.1 billion, helped by a reserve release.
Q2 FY2027
Watch contract awards, funding conversion and operating margins in government technology work.
Q3 2026
Watch international activity, production-related demand and acquisition integration, with cash conversion as the cross-check.
SLB's Q2 revenue was $8.97 billion, with GAAP EPS of $0.52 and EPS excluding charges and credits of $0.55.
This selected 50-company slate starts with The Earnings Correspondent's October 16 calendar and is checked against issuer investor-relations releases and event disclosures. It is not a complete market calendar. A company-confirmed date does not automatically confirm when financial results are released: call-only disclosures retain an unconfirmed release session. Vendor estimates and unresolved dates remain labelled. Historical context and company guidance are identified as such; guidance is not an achieved result or analyst consensus. No consensus EPS or revenue is shown where a comparable, properly defined estimate was not verified. GAAP, adjusted, constant-currency and cash-flow measures retain their definitions. Price charts end at the completed October 16 US regular session. Moving averages use completed daily closes. Price changes exclude dividends. The distance from the 52-week high uses the highest daily intraday high over 252 completed sessions; highest-close comparisons are separate. Corporate actions can break comparability, and unresolved metrics are omitted rather than treated as investment returns. Private source records preserve retrieval times. Educational market research only, not a recommendation to buy or sell. Yahoo Finance supplies the completed daily bars and regular-session quote checks. Current individual Nasdaq quote values corroborate all 50 prices, but only 14 have separately dated, price-matching October 16 archives. The other 36 corroborations lack a reliable current date label. Eight earlier dated archives differ from the later two-provider values and are retained in private evidence. The stale full-screen Nasdaq response is excluded.
The week's stock reviews and movers in one email. Free.
Subscribing signs you up for the free YieldTerminal Sunday recap, one email a week. Educational only, not financial advice. Unsubscribe any time.
Options get expensive before earnings and cheap right after. Run the numbers on a covered call or a cash-secured put first.
See the full disclaimer.