Newsquawk Daily US Earnings Estimates - 19th August 2026: LOW, TGT, ADI

S&P 500

Estee Lauder Companies Inc. (EL) EPS (exp. 0.32), Revenue (exp. 3.55bln), Next Qtr. EPS (exp. 0.48), Next Qtr. Rev. (exp. 3.59bln), Current FY EPS (exp. 2.44), Current FY Rev. (exp. 14.96bln), Next FY EPS (exp. 3.18), Next FY Rev. (exp. 15.56bln) 11:00BST/06:00EDT

Lowe's Companies Inc. (LOW) EPS (exp. 4.23), Revenue (exp. 26.15bln), Next Qtr. EPS (exp. 3.14), Next Qtr. Rev. (exp. 22.71bln), Current FY EPS (exp. 12.43), Current FY Rev. (exp. 92.95bln), Next FY EPS (exp. 13.38), Next FY Rev. (exp. 95.79bln) 11:00BST/06:00EDT

Target (TGT) EPS (exp. 2.32), Revenue (exp. 26.12bln), Next Qtr. EPS (exp. 1.93), Next Qtr. Rev. (exp. 26.13bln), Current FY EPS (exp. 8.51), Current FY Rev. (exp. 109.10bln), Next FY EPS (exp. 9.10), Next FY Rev. (exp. 112.51bln) 11:30BST/06:30EDT

Analog Devices Inc. (ADI) EPS (exp. 3.34), Revenue (exp. 3.91bln), Next Qtr. EPS (exp. 3.54), Next Qtr. Rev. (exp. 4.07bln), Current FY EPS (exp. 12.41), Current FY Rev. (exp. 14.75bln), Next FY EPS (exp. 15.09), Next FY Rev. (exp. 17.10bln) 12:00BST/07:00EDT

TJX Companies Inc (TJX) EPS (exp. 1.19), Revenue (exp. 15.18bln), Next Qtr. EPS (exp. 1.35), Next Qtr. Rev. (exp. 15.90bln), Current FY EPS (exp. 5.23), Current FY Rev. (exp. 64.11bln), Next FY EPS (exp. 5.76), Next FY Rev. (exp. 67.84bln) 12:30BST/07:30EDT

Nordson (NDSN) EPS (exp. 3.09), Revenue (exp. 779mln), Next Qtr. EPS (exp. 3.28), Next Qtr. Rev. (exp. 794mln), Current FY EPS (exp. 11.60), Current FY Rev. (exp. 2.98bln), Next FY EPS (exp. 12.60), Next FY Rev. (exp. 3.14bln) 21:30BST/16:30EDT

Nasdaq 100

Analog Devices Inc. (ADI) EPS (exp. 3.34), Revenue (exp. 3.91bln), Next Qtr. EPS (exp. 3.54), Next Qtr. Rev. (exp. 4.07bln), Current FY EPS (exp. 12.41), Current FY Rev. (exp. 14.75bln), Next FY EPS (exp. 15.09), Next FY Rev. (exp. 17.10bln) 12:00BST/07:00EDT

Other

Coty Inc. (COTY) EPS (exp. -0.01), Revenue (exp. 1.19bln), Next Qtr. EPS (exp. 0.14), Next Qtr. Rev. (exp. 1.54bln), Current FY EPS (exp. 0.22), Current FY Rev. (exp. 5.73bln), Next FY EPS (exp. 0.35), Next FY Rev. (exp. 5.73bln) 21:30BST/16:30EDT

Context

This is a pre-open earnings calendar rather than a result, so the read is about setup and precedent, not prints. The slate clusters two distinct exposures that have historically moved as pairs: LOW reports in the same week as its larger home improvement peer, and the second print has typically traded on confirmation or divergence of whatever the first said about big-ticket demand, pro versus DIY mix, and margin trajectory, with the pair's same-store sales commentary setting the tone for the whole discretionary retail complex. TGT carries a different sensitivity: general merchandise names have repeatedly been punished on inventory discipline and markdown commentary rather than headline revenue, so the gross margin line and inventory balance have been the numbers that actually move the stock, and read-across into TJX and the off-price names is the standard sequence. ADI is the cycle-sensitive one of the group; analog names have tended to trade on the forward commentary about industrial and automotive orders, lead times, and inventory normalization at customers rather than the quarter itself, and the guidance versus the next-quarter consensus bar printed here is where the repricing has historically occurred. The spread of current-FY versus next-FY EPS expectations shown for ADI implies the market is underwriting a recovery slope, which makes any commentary on bookings the tell. The follow-ons are the peer reactions within each cluster and whether the retail prints collectively shift the consumer-spending narrative into the next data cycle.

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#ANALOG DEVICES INC#TARGET CORP#EQUITIES#HOME IMPROVEMENT RETAIL#CONSUMER STAPLES MERCHANDISE RETAIL#SEMICONDUCTORS#SPECIALTY RETAIL#CONSUMER STAPLES DISTRIBUTION & RETAIL#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT (GROUP)#CONSUMER DISCRETIONARY DISTRIBUTION & RETAIL#CONSUMER STAPLES DISTRIBUTION & RETAIL (GROUP)#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT#S&P 500 INDEX#NASDAQ 100 INDEX#ADI#LOWE'S COMPANIES INC#LOW#TGT#US EQUITIES
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