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Kiplinger
Kiplinger
Business
Karee Venema

Earnings Calendar and Analysis for This Week (January 26-30)

(Image credit: Getty Images)

Below is a weekly earnings calendar of the most important upcoming quarterly reports scheduled to be released by publicly traded companies. However, we have also provided expanded previews and recaps for select companies that are reporting earnings throughout the week.

Please check back often. This earnings calendar is updated regularly.

(Editor's note: Earnings dates in tables are tentative. However, companies featured in "Earnings Spotlights" have officially announced their earnings dates.)

Earnings calendar highlights

Monday (1/26)

Noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

Bank of Hawaii

BOH

$1.26 per share

Lakeland Financial

LKFN

1.06

Steel Dynamics

STLD

1.86

Regional Bank Holdings

RBH

1.12

Industrial Metals

IMI

2.15

Financial Services Corp

FSC

0.95

Noteworthy after-the-close earnings reports

Company

Symbol

Earnings estimate

Agilysys

AGYS

$0.46 per share

Alexandria RE

ARE

2.14

Brown & Brown

BRO

0.90

Celestica

CLS

1.76

Crane

CR

1.41

First Merchants

FRME

0.95

Graco

GGG

0.77

Northwest Bancshares

NWBI

0.31

Nucor

NUE

1.91

Sanmina

SANM

2.13

W.R. Berkley

WRB

1.13

Western Alliance Bancorp

WAL

2.39

Tuesday (1/27)

Noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

American Airlines

AAL

$0.37 per share

Applied Industrial

AIT

2.48

Boeing

BA

-0.43

Community Financial System

CBU

1.13

Commvault Systems

CVLT

0.98

First Bancorp

FBP

0.51

HCA

HCA

7.45

Hope Bancorp

HOPE

0.25

Invesco

IVZ

0.58

JetBlue Airways

JBLU

-0.46

Kimberly-Clark

KMB

1.81

NextEra Energy

NEE

0.52

Northrop Grumman

NOC

7.00

PACCAR

PCAR

1.07

Polaris Industries

PII

0.05

Popular

BPOP

3.04

Roper

ROP

5.14

RTX

RTX

1.47

Synchrony Financial

SYF

2.04

Sysco

SYY

0.98

Union Pacific

UNP

2.86

UnitedHealth

UNH

2.12

UPS

UPS

2.20

Noteworthy after-the-close earnings reports

Company

Symbol

Earnings estimate

BXP

BXP

$1.80 per share

Enova International

ENVA

3.17

F5 Networks

FFIV

3.66

First Commonwealth

FCF

0.42

Greif

GEF

1.26

Logitech International

LOGI

1.59

Manhattan Assoc

MANH

1.13

National Bank

NBHC

0.82

Nextpower

NXT

0.94

Packaging Corp

PKG

2.41

PPG Industries

PPG

1.58

Provident Financial

PFS

0.56

Qorvo

QRVO

1.86

Seagate Technology

STX

2.83

Stride

LRN

2.00

Texas Instruments

TXN

1.29

Trustmark

TRMK

0.91

UMB Financial

UMBF

2.70

Waste Connections

WCN

1.28

WesBanco

WSBC

0.85

Wednesday (1/28)

Earnings calendar preview: GE Vernova

GE Vernova (GEV) is "one of the key beneficiaries of the power demand growth story, given its leading position in gas turbines and electrification equipment," Susquehanna analysts Charles Minervino and Eric Clay write in a fourth-quarter earnings preview for green energy stocks.

Wall Street expects GE Vernova – which was spun off from the old General Electric in April 2024 – to report earnings of $3.12 per share (+80.3% year over year) on revenue of $10.22 billion (-3.2% YoY) before the closing bell on Wednesday.

Citing an electrification backlog that's expected to grow from approximately $30 billion to about $60 billion by 2028, Minervino and Clay, who forecast revenue of $10.3 billion for the fourth quarter, have a Positive (Buy) rating and an $800 12-month target price on GEV stock.

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Minervino and Clay note that GE Vernova announced 18 gigawatts (GW) of new gas equipment contracts for the quarter to date at its investor day in December and "expects to reach approximately 80 GW of orders by year-end" vs a previous estimate of 70 GW.

"Demand has shown no signs of slowing," the analysts conclude, "and the company has continued to operate in a price-up environment for new orders, driving margin expansion as higher-priced orders convert in the backlog."

Other noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

Amphenol

APH

$0.93 per share

ASML

ASML

8.80

AT&T

T

0.46

Automatic Data

ADP

2.58

Avnet

AVT

0.95

Badger Meter

BMI

1.16

Brinker

EAT

2.59

Corning

GLW

0.71

Danaher

DHR

2.16

Elevance Health

ELV

3.10

Extreme Networks

EXTR

0.24

General Dynamics

GD

4.12

Gildan Activewear

GIL

0.93

Lennox International

LII

4.77

Littelfuse

LFUS

2.52

M/I Homes

MHO

3.88

Monro Muffler

MNRO

0.14

MSCI

MSCI

4.59

Navient

NAVI

0.31

New Oriental Education & Technology

EDU

0.34

Otis Worldwide

OTIS

1.04

Progressive

PGR

4.44

Prosperity Bancshares

PB

1.42

Scotts Miracle-Gro

SMG

-1.00

Starbucks

SBUX

0.59

Stifel Financial

SF

2.51

Teck Resources

TECK

0.53

Teva Pharmaceutical

TEVA

0.64

Textron

TXT

1.72

UBS

UBS

0.56

V.F. Corp

VFC

0.45

Noteworthy after-the-close earnings reports

Company

Symbol

Earnings estimate

Adtalem Global Education

ATGE

$2.19 per share

Agnico-Eagle Mines

AEM

2.62

Alamos

AGI

0.53

AXIS Capital

AXS

3.11

C.H. Robinson

CHRW

1.13

Calix Networks

CALX

0.39

Canadian Pacific Kansas City

CP

1.35

Century Communities

CCS

1.35

CONMED

CNMD

1.32

Deluxe

DLX

0.83

Equity Lifestyle Properties

ELS

0.78

Ethan Allen

ETD

0.38

Fair Isaac

FICO

7.08

First Financial Bancorp

FFBC

0.60

First Interstate Bancsystem

FIBK

0.77

Hexcel

HXL

0.49

Houlihan Lokey

HLI

1.87

International Business Machines

IBM

4.28

Lam Research

LRCX

1.17

Landstar System

LSTR

1.22

Las Vegas Sands

LVS

0.77

Lending Club

LC

0.34

Levi Strauss

LEVI

0.39

Liberty Energy

LBRT

-0.18

Meritage

MTH

1.53

Meta Platforms

META

8.17

Methanex

MEOH

0.68

Microsoft

MSFT

3.92

Murphy Oil

MUR

-0.05

National Fuel Gas

NFG

1.94

Plexus

PLXS

1.75

Raymond James

RJF

2.83

Rush Enterprises

RUSHA

0.69

SEI Investments

SEIC

1.35

ServiceNow

NOW

0.88

SL Green Realty

SLG

1.16

Tesla

TSLA

0.45

Tetra Tech

TTEK

0.31

United Rentals

URI

11.79

Viavi

VIAV

0.19

Waste Management

WM

1.95

Whirlpool

WHR

1.55

Thursday (1/29)

Noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

A.O. Smith

AOS

$0.84 per share

Allegro Microsystems

ALGM

0.14

Altria

MO

1.32

Ameriprise Financial

AMP

10.31

Blackstone

BX

1.53

Brunswick

BC

0.57

Carpenter Technology

CRS

2.20

Caterpillar

CAT

4.70

CNX Resources

CNX

0.34

Comcast

CMCSA

0.73

Cullen/Frost

CFR

2.45

Dover

DOV

2.49

Dow

DOW

-0.46

Eagle Materials

EXP

3.47

Group 1 Auto

GPI

9.22

Honeywell

HON

2.53

International Paper

IP

0.26

Kirby

KEX

1.63

L3Harris

LHX

2.77

Lazard

LAZ

0.68

Lockheed Martin

LMT

5.97

Manpower

MAN

0.82

MarineMax

HZO

-0.14

Marsh McLennan

MRSH

1.98

Mastercard

MA

4.24

Nasdaq

NDAQ

0.92

Nokia

NOK

0.18

Norfolk Southern

NSC

2.77

Oshkosh

OSK

2.31

Parker-Hannifin

PH

7.16

PulteGroup

PHM

2.81

Rogers Communications

RCI

1.01

Royal Caribbean

RCL

2.79

Sanofi

SNY

0.25

SAP

SAP

1.76

Sherwin-Williams

SHW

2.16

STMicroelectronics

STM

0.26

Thermo Fisher

TMO

6.45

Tractor Supply

TSCO

0.47

Trane

TT

2.82

Valero Energy

VLO

3.18

Valley National

VLY

0.29

Virtu Financial

VIRT

1.28

Xerox

XRX

0.10

Earnings calendar preview: Apple

Apple (AAPL), which rallied more than 44% after "Liberation Day" through the end of 2025 even as Wall Street worried about the impact of President Donald Trump's tariffs on the stock, will report fiscal 2026 first-quarter results after the closing bell on Thursday.

Wall Street expects the iPhone maker to report EPS of $2.67 (+11.3% YoY) on revenue of $138.45 billion (+11.8% YoY).

Wedbush analyst Dan Ives is focused on fiscal 2026 second-quarter news, specifically Apple's selection of Alphabet (GOOGL) and Google's Gemini to power AI features for its products, including Siri, "at some point" in calendar 2026.

"This multi-year partnership will leverage Google's Gemini models and cloud technology for future Apple foundation models," Ives writes. "This is what the Street has been waiting for with the elephant in the room for Cupertino revolving around its invisible AI strategy."

The deal "is an incremental positive to both AAPL and GOOGL as a major validation moment for Google as a premier foundation model and for Apple as a stepping stone to accelerate its AI strategy into 2026 and beyond."

Ives maintained his Outperform rating and his $350 12-month target price on AAPL, and the tech stock remains on the Wedbush Best Ideas List and the IVES AI 30 List.

Other noteworthy after-the-close earnings reports

Company

Symbol

Earnings estimate

Ameris Bancorp

ABCB

$1.58 per share

AppFolio

APPF

1.25

Apple

AAPL

2.67

Arthur J. Gallagher

AJG

2.35

Axos Financial

AX

2.07

Beazer Homes

BZH

-0.47

Dolby Labs

DLB

0.88

DXC Technology

DXC

0.83

Eastman Chemical

EMN

0.72

Federated Hermes

FHI

1.22

Hartford Financial

HIG

3.22

Hologic

HOLX

1.09

KLA

KLAC

8.80

LPL Financial

LPLA

4.92

MaxLinear

MXL

0.18

Minerals Tech

MTX

1.28

Olin

OLN

-0.64

ResMed

RMD

2.73

Sandisk

SNDK

3.50

Schneider National

SNDR

0.20

Seacoast Banking

SBCF

0.49

Selective Insurance

SIGI

2.05

SkyWest

SKYW

2.16

Stryker

SYK

4.39

Western Digital

WDC

1.92

Weyerhaeuser

WY

-0.13

Friday (1/30)

Earnings calendar preview: American Express

American Express (AXP) is unlikely to see the volume and earnings boost Capital One Financial (COF) enjoyed from its relationship with Taylor Swift and that pop star's "Eras" tour, but the Dow Jones stock is well positioned to benefit from a broader roster of acts that includes Harry Styles and the upcoming "Love on Tour" roadshow.

Indeed, during its third quarter, American Express posted strong growth driven by millennials and Gen Z, who now account for 36% of total card spending, equal to Gen X's share. Younger cohorts are increasing transaction volume by 25% vs older Amex cardholders.

"We continue to believe the Gen-Z/millennial cohort will represent strong ROI for Amex over the long term," William Blair analyst Cristopher Kennedy writes, noting that data suggest Gen Z and millennials are "are more engaged, give American Express a higher share of wallet, and have lower servicing costs."

American Express is scheduled to disclose fourth-quarter earnings before the opening bell on Friday. Wall Street expects management of the financial stock to report earnings of $3.53 per share (+16.1% year over year) on revenue of $18.93 billion (+10.2% YoY).

Kennedy has an Outperform (Buy) rating on AXP stock but has not shared a 12-month target price.

Other noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

Air Products

APD

$3.04 per share

Aon

AON

4.75

ArcBest

ARCB

0.42

Autoliv

ALV

2.91

Canadian Nat'l Rail

CNI

1.98

Cenovus Energy

CVE

0.28

Charter Communications

CHTR

9.86

Chevron

CVX

1.44

Church & Dwight

CHD

0.84

Colgate-Palmolive

CL

0.91

Exxon Mobil

XOM

1.70

First Hawaiian

FHB

0.55

Franklin Resources

BEN

0.55

Gentex

GNTX

0.43

Hilltop Holdings

HTH

0.43

Imperial Oil

IMO

1.39

LyondellBasell

LYB

0.13

Magna

MGA

1.78

Regeneron Pharma

REGN

10.56

SoFi Technologies

SOFI

0.12

Stellar Bank

STEL

0.51

Verizon

VZ

1.05

WisdomTree

WT

0.23

Reporting schedules are provided by Briefing.com and company websites. Earnings estimate data provided by Refinitiv, an LSEG business, via Yahoo! Finance, and S&P Global Market Intelligence via Briefing.com.

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