Newsquawk Daily US Earnings Estimates - 11th February 2026: MCD, TMUS, APP, CSCO, SHOP

The headline outlines earnings estimates for various notable companies, including McDonald's, T-Mobile, and Cisco, for the upcoming reporting period.

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Newsquawk headlinesUTC

Atlanta Fed GDPNow (Q4 25): 3.7% (prev. 4.2% on 4th Feb)

Valterra Platinum says PGMs “will continue to be in a supply-demand deficit for a number of years" - Bloomberg interview

Newsquawk Daily US Earnings Estimates - 11th February 2026: MCD, TMUS, APP, CSCO, SHOP

EIA STEO (Feb): World oil demand; 2026 at 104.8mln BPD (prev. 104.8mln BPD), 2027 at 106.1mln BPD (prev. 106.1mln BPD)

Auction History: US to sell USD 58bln of 3-year notes at 18:00GMT/13:00EST

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S&P 500

Generac Holdings Inc. (GNRC) EPS (exp. 1.77), Revenue (exp. 1.16bln), Next Qtr. EPS (exp. 1.32), Next Qtr. Rev. (exp. 1.01bln), Current FY EPS (exp. 6.51), Current FY Rev. (exp. 4.28bln), Next FY EPS (exp. 8.04), Next FY Rev. (exp. 4.71bln) 11:00GMT/06:00EST

Hilton Worldwide Holdings Inc. (HLT) EPS (exp. 2.02), Revenue (exp. 2.98bln), Next Qtr. EPS (exp. 1.83), Next Qtr. Rev. (exp. 2.89bln), Current FY EPS (exp. 8.07), Current FY Rev. (exp. 11.93bln), Next FY EPS (exp. 9.13), Next FY Rev. (exp. 12.86bln) 11:00GMT/06:00EST

Humana Inc. (HUM) EPS (exp. -4.00), Revenue (exp. 32.04bln), Next Qtr. EPS (exp. 10.59), Next Qtr. Rev. (exp. 35.73bln), Current FY EPS (exp. 17.08), Current FY Rev. (exp. 129.18bln), Next FY EPS (exp. 11.91), Next FY Rev. (exp. 145.47bln) 11:00GMT/06:00EST

NiSource Inc (NI) EPS (exp. 0.50), Revenue (exp. 1.43bln), Next Qtr. EPS (exp. 1.05), Next Qtr. Rev. (exp. 2.41bln), Current FY EPS (exp. 1.88), Current FY Rev. (exp. 6.14bln), Next FY EPS (exp. 2.05), Next FY Rev. (exp. 6.38bln) 11:30GMT/06:30EST

Smurfit Westrock PLC (SW) EPS (exp. 0.50), Revenue (exp. 7.60bln), Next Qtr. EPS (exp. 0.61), Next Qtr. Rev. (exp. 7.77bln), Current FY EPS (exp. 2.42), Current FY Rev. (exp. 31.23bln), Next FY EPS (exp. 2.91), Next FY Rev. (exp. 31.91bln) 11:30GMT/06:30EST

Westinghouse Air Brake Technologies Corporation (WAB) EPS (exp. 2.48), Revenue (exp. 2.90bln), Next Qtr. EPS (exp. 2.59), Next Qtr. Rev. (exp. 3.00bln), Current FY EPS (exp. 10.23), Current FY Rev. (exp. 11.99bln), Next FY EPS (exp. 11.54), Next FY Rev. (exp. 12.66bln) 11:30GMT/06:30EST

Martin Marietta Materials Inc. (MLM) EPS (exp. 4.80), Revenue (exp. 1.65bln), Next Qtr. EPS (exp. 2.73), Next Qtr. Rev. (exp. 1.39bln), Current FY EPS (exp. 18.16), Current FY Rev. (exp. 6.61bln), Next FY EPS (exp. 21.68), Next FY Rev. (exp. 7.15bln) 11:55GMT/06:55EST

Kraft Heinz Company (KHC) EPS (exp. 0.61), Revenue (exp. 6.37bln), Next Qtr. EPS (exp. 0.59), Next Qtr. Rev. (exp. 6.01bln), Current FY EPS (exp. 2.53), Current FY Rev. (exp. 24.96bln), Next FY EPS (exp. 2.47), Next FY Rev. (exp. 24.92bln) 12:00GMT/07:00EST

McDonald's Corporation (MCD) EPS (exp. 3.04), Revenue (exp. 6.83bln), Next Qtr. EPS (exp. 2.87), Next Qtr. Rev. (exp. 6.41bln), Current FY EPS (exp. 12.13), Current FY Rev. (exp. 26.69bln), Next FY EPS (exp. 13.28), Next FY Rev. (exp. 28.25bln) 12:00GMT/07:00EST

T-Mobile US Inc. (TMUS) EPS (exp. 2.03), Revenue (exp. 24.17bln), Next Qtr. EPS (exp. 2.71), Next Qtr. Rev. (exp. 23.06bln), Current FY EPS (exp. 9.90), Current FY Rev. (exp. 88.13bln), Next FY EPS (exp. 11.41), Next FY Rev. (exp. 94.40bln) 12:00GMT/07:00EST

AppLovin Corp. (APP) EPS (exp. 2.95), Revenue (exp. 1.61bln), Next Qtr. EPS (exp. 3.15), Next Qtr. Rev. (exp. 1.70bln), Current FY EPS (exp. 9.41), Current FY Rev. (exp. 5.67bln), Next FY EPS (exp. 14.83), Next FY Rev. (exp. 7.79bln) 21:05GMT/16:05EST

Cisco Systems Inc. (CSCO) EPS (exp. 1.02), Revenue (exp. 15.11bln), Next Qtr. EPS (exp. 1.03), Next Qtr. Rev. (exp. 15.19bln), Current FY EPS (exp. 4.12), Current FY Rev. (exp. 60.74bln), Next FY EPS (exp. 4.48), Next FY Rev. (exp. 63.92bln) 21:05GMT/16:05EST

Equinix Inc. (EQIX) EPS (exp. 3.71), Revenue (exp. 2.46bln), Next Qtr. EPS (exp. 3.66), Next Qtr. Rev. (exp. 2.47bln), Current FY EPS (exp. 14.76), Current FY Rev. (exp. 9.25bln), Next FY EPS (exp. 14.96), Next FY Rev. (exp. 10.07bln) 21:05GMT/16:05EST

Paycom Software Inc. (PAYC) EPS (exp. 2.45), Revenue (exp. 543mln), Next Qtr. EPS (exp. 2.96), Next Qtr. Rev. (exp. 577mln), Current FY EPS (exp. 9.24), Current FY Rev. (exp. 2.05bln), Next FY EPS (exp. 10.01), Next FY Rev. (exp. 2.23bln) 21:05GMT/16:05EST

Rollins Inc. (ROL) EPS (exp. 0.26), Revenue (exp. 927mln), Next Qtr. EPS (exp. 0.25), Next Qtr. Rev. (exp. 909mln), Current FY EPS (exp. 1.11), Current FY Rev. (exp. 3.78bln), Next FY EPS (exp. 1.26), Next FY Rev. (exp. 4.13bln) 21:05GMT/16:05EST

Motorola Solutions Inc. (MSI) EPS (exp. 4.35), Revenue (exp. 3.34bln), Next Qtr. EPS (exp. 3.23), Next Qtr. Rev. (exp. 2.75bln), Current FY EPS (exp. 15.16), Current FY Rev. (exp. 11.65bln), Next FY EPS (exp. 16.26), Next FY Rev. (exp. 12.60bln) 21:10GMT/16:10EST

Albemarle Corporation (ALB) EPS (exp. -0.46), Revenue (exp. 1.35bln), Next Qtr. EPS (exp. 0.34), Next Qtr. Rev. (exp. 1.26bln), Current FY EPS (exp. -0.80), Current FY Rev. (exp. 5.06bln), Next FY EPS (exp. 4.48), Next FY Rev. (exp. 5.86bln) 21:15GMT/16:15EST

International Flavors & Fragrances Inc. (IFF) EPS (exp. 0.83), Revenue (exp. 2.51bln), Next Qtr. EPS (exp. 1.15), Next Qtr. Rev. (exp. 2.62bln), Current FY EPS (exp. 4.25), Current FY Rev. (exp. 10.82bln), Next FY EPS (exp. 4.46), Next FY Rev. (exp. 10.63bln) 21:15GMT/16:15EST

Tyler Technologies Inc. (TYL) EPS (exp. 2.72), Revenue (exp. 591mln), Next Qtr. EPS (exp. 3.01), Next Qtr. Rev. (exp. 613mln), Current FY EPS (exp. 11.41), Current FY Rev. (exp. 2.35bln), Next FY EPS (exp. 12.55), Next FY Rev. (exp. 2.55bln) 21:15GMT/16:15EST

Ameren Corporation (AEE) EPS (exp. 0.77), Revenue (exp. 1.67bln), Next Qtr. EPS (exp. 1.13), Next Qtr. Rev. (exp. 2.13bln), Current FY EPS (exp. 5.02), Current FY Rev. (exp. 8.61bln), Next FY EPS (exp. 5.36), Next FY Rev. (exp. 9.07bln) 21:30GMT/16:30EST

NASDAQ 100

Kraft Heinz Company (KHC) EPS (exp. 0.61), Revenue (exp. 6.37bln), Next Qtr. EPS (exp. 0.59), Next Qtr. Rev. (exp. 6.01bln), Current FY EPS (exp. 2.53), Current FY Rev. (exp. 24.96bln), Next FY EPS (exp. 2.47), Next FY Rev. (exp. 24.92bln) 12:00GMT/07:00EST

T-Mobile US Inc. (TMUS) EPS (exp. 2.03), Revenue (exp. 24.17bln), Next Qtr. EPS (exp. 2.71), Next Qtr. Rev. (exp. 23.06bln), Current FY EPS (exp. 9.90), Current FY Rev. (exp. 88.13bln), Next FY EPS (exp. 11.41), Next FY Rev. (exp. 94.40bln) 12:00GMT/07:00EST

Shopify (SHOP) EPS (exp. 0.51), Revenue (exp. 3.59bln), Next Qtr. EPS (exp. 0.33), Next Qtr. Rev. (exp. 2.95bln), Current FY EPS (exp. 1.45), Current FY Rev. (exp. 11.47bln), Next FY EPS (exp. 1.84), Next FY Rev. (exp. 14.2bln) 12:00GMT/07:00EST

AppLovin Corp. (APP) EPS (exp. 2.95), Revenue (exp. 1.61bln), Next Qtr. EPS (exp. 3.15), Next Qtr. Rev. (exp. 1.70bln), Current FY EPS (exp. 9.41), Current FY Rev. (exp. 5.67bln), Next FY EPS (exp. 14.83), Next FY Rev. (exp. 7.79bln) 21:05GMT/16:05EST

Cisco Systems Inc. (CSCO) EPS (exp. 1.02), Revenue (exp. 15.11bln), Next Qtr. EPS (exp. 1.03), Next Qtr. Rev. (exp. 15.19bln), Current FY EPS (exp. 4.12), Current FY Rev. (exp. 60.74bln), Next FY EPS (exp. 4.48), Next FY Rev. (exp. 63.92bln) 21:05GMT/16:05EST

OTHER 

Vertiv Holdings Co. Class A (VRT) EPS (exp. 1.29), Revenue (exp. 2.88bln), Next Qtr. EPS (exp. 0.94), Next Qtr. Rev. (exp. 2.54bln), Current FY EPS (exp. 4.13), Current FY Rev. (exp. 10.23bln), Next FY EPS (exp. 5.33), Next FY Rev. (exp. 12.45bln) 10:55GMT/05:55EST

Globalfoundries (GFS) EPS (exp. 0.47), Revenue (exp. 1.8bln), Next Qtr. EPS (exp. 0.35), Next Qtr. Rev. (exp. 1.61bln), Current FY EPS (exp. 1.64), Current FY Rev. (exp. 6.76bln), Next FY EPS (exp. 1.89), Next FY Rev. (exp. 7.17bln) 12:00GMT/07:00EST

Context

These estimates will be crucial in assessing the performance of the respective sectors, particularly in consumer services and telecommunications, and provide insights into broader market trends and potential adjustments to earnings expectations. Pay particular attention to any significant deviations from estimates, as they could lead to notable price movements in both individual stocks and their corresponding sectors.

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