Newsquawk Daily US Earnings Estimates - 22nd October 2026: BX, LMT, VLO, PG, UNP, WDC, NEM, SPOT

Blackstone Inc. (BX) EPS (exp. 1.29), Revenue (exp. 3.33bln), Next Qtr. EPS (exp. 1.74), Next Qtr. Rev. (exp. 4.33bln), Current FY EPS (exp. 5.92), Current FY Rev. (exp. 14.38bln), Next FY EPS (exp. 7.39), Next FY Rev. (exp. 18.09bln) BMO

Allegion Public Company (ALLE) EPS (exp. 2.50), Revenue (exp. 1.14bln), Next Qtr. EPS (exp. 2.27), Next Qtr. Rev. (exp. 1.09bln), Current FY EPS (exp. 8.97), Current FY Rev. (exp. 4.42bln), Next FY EPS (exp. 9.80), Next FY Rev. (exp. 4.63bln) 11:00BST/06:00EDT

Dow Inc. (DOW) EPS (exp. 0.61), Revenue (exp. 11.21bln), Next Qtr. EPS (exp. 0.44), Next Qtr. Rev. (exp. 10.61bln), Current FY EPS (exp. 2.37), Current FY Rev. (exp. 43.68bln), Next FY EPS (exp. 1.54), Next FY Rev. (exp. 42.56bln) 11:00BST/06:00EDT

Honeywell International Inc. (HON) EPS (exp. 2.17), Revenue (exp. 5.01bln), Next Qtr. EPS (exp. 2.41), Next Qtr. Rev. (exp. 5.17bln), Current FY EPS (exp. 8.31), Current FY Rev. (exp. 20.15bln), Next FY EPS (exp. 9.84), Next FY Rev. (exp. 20.52bln) 11:00BST/06:00EDT

PG&E (PCG) EPS (exp. 0.42), Revenue (exp. 6.82bln), Next Qtr. EPS (exp. 0.39), Next Qtr. Rev. (exp. 6.56bln), Current FY EPS (exp. 1.65), Current FY Rev. (exp. 26.17bln), Next FY EPS (exp. 1.80), Next FY Rev. (exp. 27.18bln) 11:00BST/06:00EDT

Comcast (CMCSA) EPS (exp. 0.99), Revenue (exp. 29.20bln), Next Qtr. EPS (exp. 0.67), Next Qtr. Rev. (exp. 30.12bln), Current FY EPS (exp. 3.46), Current FY Rev. (exp. 119.94bln), Next FY EPS (exp. 3.56), Next FY Rev. (exp. 117.48bln) 11:00BST/06:00EDT

Huntington Bancshares (HBAN) EPS (exp. 0.35), Revenue (exp. 2.82bln), Next Qtr. EPS (exp. 0.40), Next Qtr. Rev. (exp. 2.87bln), Current FY EPS (exp. 1.34), Current FY Rev. (exp. 11.12bln), Next FY EPS (exp. 1.76), Next FY Rev. (exp. 11.93bln) 11:15BST/06:15EDT

Lockheed Martin (LMT) EPS (exp. 7.52), Revenue (exp. 20.48bln), Next Qtr. EPS (exp. 8.56), Next Qtr. Rev. (exp. 22.49bln), Current FY EPS (exp. 30.40), Current FY Rev. (exp. 80.96bln), Next FY EPS (exp. 32.75), Next FY Rev. (exp. 85.88bln) 11:30BST/06:30EDT

PulteGroup Inc. (PHM) EPS (exp. 2.65), Revenue (exp. 4.15bln), Next Qtr. EPS (exp. 3.19), Next Qtr. Rev. (exp. 4.78bln), Current FY EPS (exp. 10.06), Current FY Rev. (exp. 16.33bln), Next FY EPS (exp. 10.91), Next FY Rev. (exp. 16.88bln) 11:30BST/06:30EDT

Snap-on (SNA) EPS (exp. 4.93), Revenue (exp. 1.24bln), Next Qtr. EPS (exp. 5.16), Next Qtr. Rev. (exp. 1.27bln), Current FY EPS (exp. 19.74), Current FY Rev. (exp. 4.95bln), Next FY EPS (exp. 21.24), Next FY Rev. (exp. 5.17bln) 11:30BST/06:30EDT

Valero Energy (VLO) EPS (exp. 20.90), Revenue (exp. 43.36bln), Next Qtr. EPS (exp. 16.24), Next Qtr. Rev. (exp. 41.83bln), Current FY EPS (exp. 52.73), Current FY Rev. (exp. 162.36bln), Next FY EPS (exp. 46.20), Next FY Rev. (exp. 144.59bln) 11:30BST/06:30EDT

Quest Diagnostics (DGX) EPS (exp. 2.87), Revenue (exp. 3.05bln), Next Qtr. EPS (exp. 2.68), Next Qtr. Rev. (exp. 3.01bln), Current FY EPS (exp. 11.20), Current FY Rev. (exp. 12.01bln), Next FY EPS (exp. 12.04), Next FY Rev. (exp. 12.56bln) 11:45BST/06:45EDT

Dover (DOV) EPS (exp. 2.85), Revenue (exp. 2.22bln), Next Qtr. EPS (exp. 2.81), Next Qtr. Rev. (exp. 2.23bln), Current FY EPS (exp. 10.68), Current FY Rev. (exp. 8.69bln), Next FY EPS (exp. 11.74), Next FY Rev. (exp. 9.13bln) 11:55BST/06:55EDT

CBRE Group Inc. (CBRE) EPS (exp. 1.97), Revenue (exp. 11.79bln), Next Qtr. EPS (exp. 2.71), Next Qtr. Rev. (exp. 13.33bln), Current FY EPS (exp. 7.84), Current FY Rev. (exp. 46.87bln), Next FY EPS (exp. 8.99), Next FY Rev. (exp. 51.95bln) 11:55BST/06:55EDT

Roper Technologies Inc. (ROP) EPS (exp. 5.79), Revenue (exp. 2.17bln), Next Qtr. EPS (exp. 5.91), Next Qtr. Rev. (exp. 2.19bln), Current FY EPS (exp. 22.22), Current FY Rev. (exp. 8.57bln), Next FY EPS (exp. 24.43), Next FY Rev. (exp. 9.08bln) 11:55BST/06:55EDT

Tractor Supply Company (TSCO) EPS (exp. 0.40), Revenue (exp. 3.81bln), Next Qtr. EPS (exp. 0.41), Next Qtr. Rev. (exp. 4.02bln), Current FY EPS (exp. 1.94), Current FY Rev. (exp. 15.96bln), Next FY EPS (exp. 2.04), Next FY Rev. (exp. 16.61bln) 11:55BST/06:55EDT

Nasdaq Inc. (NDAQ) EPS (exp. 1.02), Revenue (exp. 1.47bln), Next Qtr. EPS (exp. 1.07), Next Qtr. Rev. (exp. 1.53bln), Current FY EPS (exp. 4.12), Current FY Rev. (exp. 5.90bln), Next FY EPS (exp. 4.68), Next FY Rev. (exp. 6.43bln) 12:00BST/07:00EDT

Procter & Gamble Company (PG) EPS (exp. 1.88), Revenue (exp. 22.79bln), Next Qtr. EPS (exp. 1.88), Next Qtr. Rev. (exp. 22.70bln), Current FY EPS (exp. 6.97), Current FY Rev. (exp. 88.79bln), Next FY EPS (exp. 7.39), Next FY Rev. (exp. 91.33bln) 12:00BST/07:00EDT

Union Pacific (UNP) EPS (exp. 3.47), Revenue (exp. 7.14bln), Next Qtr. EPS (exp. 3.31), Next Qtr. Rev. (exp. 6.96bln), Current FY EPS (exp. 13.10), Current FY Rev. (exp. 27.14bln), Next FY EPS (exp. 14.25), Next FY Rev. (exp. 28.44bln) 12:45BST/07:45EDT

Norfolk Southern (NSC) EPS (exp. 3.47), Revenue (exp. 3.47bln), Next Qtr. EPS (exp. 3.22), Next Qtr. Rev. (exp. 3.40bln), Current FY EPS (exp. 12.87), Current FY Rev. (exp. 13.33bln), Next FY EPS (exp. 14.34), Next FY Rev. (exp. 13.96bln) 13:15BST/08:15EDT

NVR Inc. (NVR) EPS (exp. 102.77), Revenue (exp. 2.57bln), Next Qtr. EPS (exp. 106.59), Next Qtr. Rev. (exp. 2.62bln), Current FY EPS (exp. 358.78), Current FY Rev. (exp. 9.40bln), Next FY EPS (exp. 392.74), Next FY Rev. (exp. 9.84bln) 14:00BST/09:00EDT

Western Digital (WDC) EPS (exp. 4.08), Revenue (exp. 4.14bln), Next Qtr. EPS (exp. 4.76), Next Qtr. Rev. (exp. 4.55bln), Current FY EPS (exp. 20.53), Current FY Rev. (exp. 19.24bln), Next FY EPS (exp. 33.08), Next FY Rev. (exp. 26.73bln) 21:00BST/16:00EDT

Deckers Outdoor (DECK) EPS (exp. 1.79), Revenue (exp. 1.51bln), Next Qtr. EPS (exp. 3.72), Next Qtr. Rev. (exp. 2.11bln), Current FY EPS (exp. 7.53), Current FY Rev. (exp. 5.88bln), Next FY EPS (exp. 8.34), Next FY Rev. (exp. 6.31bln) 21:05BST/16:05EDT

Newmont (NEM) EPS (exp. 2.06), Revenue (exp. 6.30bln), Next Qtr. EPS (exp. 2.28), Next Qtr. Rev. (exp. 6.66bln), Current FY EPS (exp. 9.33), Current FY Rev. (exp. 26.67bln), Next FY EPS (exp. 10.43), Next FY Rev. (exp. 28.68bln) 21:05BST/16:05EDT

VeriSign Inc. (VRSN) EPS (exp. 2.46), Revenue (exp. 441mln), Next Qtr. EPS (exp. 2.51), Next Qtr. Rev. (exp. 449mln), Current FY EPS (exp. 9.79), Current FY Rev. (exp. 1.75bln), Next FY EPS (exp. 11.10), Next FY Rev. (exp. 1.93bln) 21:05BST/16:05EDT

Bloom Energy (BE) EPS (exp. 0.69), Revenue (exp. 1.06bln), Next Qtr. EPS (exp. 0.84), Next Qtr. Rev. (exp. 1.22bln), Current FY EPS (exp. 2.71), Current FY Rev. (exp. 4.11bln), Next FY EPS (exp. 5.03), Next FY Rev. (exp. 6.93bln) 21:05BST/16:05EDT

Hartford Insurance Group Inc. (HIG) EPS (exp. 3.17), Revenue (exp. 7.37bln), Next Qtr. EPS (exp. 3.23), Next Qtr. Rev. (exp. 7.30bln), Current FY EPS (exp. 12.82), Current FY Rev. (exp. 28.94bln), Next FY EPS (exp. 13.78), Next FY Rev. (exp. 30.13bln) 21:15BST/16:15EDT

Comcast (CMCSA) EPS (exp. 0.99), Revenue (exp. 29.20bln), Next Qtr. EPS (exp. 0.67), Next Qtr. Rev. (exp. 30.12bln), Current FY EPS (exp. 3.46), Current FY Rev. (exp. 119.94bln), Next FY EPS (exp. 3.56), Next FY Rev. (exp. 117.48bln) 11:00BST/06:00EDT

Honeywell International Inc. (HON) EPS (exp. 2.17), Revenue (exp. 5.01bln), Next Qtr. EPS (exp. 2.41), Next Qtr. Rev. (exp. 5.17bln), Current FY EPS (exp. 8.31), Current FY Rev. (exp. 20.15bln), Next FY EPS (exp. 9.84), Next FY Rev. (exp. 20.52bln) 11:00BST/06:00EDT

Roper Technologies Inc. (ROP) EPS (exp. 5.79), Revenue (exp. 2.17bln), Next Qtr. EPS (exp. 5.91), Next Qtr. Rev. (exp. 2.19bln), Current FY EPS (exp. 22.22), Current FY Rev. (exp. 8.57bln), Next FY EPS (exp. 24.43), Next FY Rev. (exp. 9.08bln) 11:55BST/06:55EDT

Western Digital (WDC) EPS (exp. 4.08), Revenue (exp. 4.14bln), Next Qtr. EPS (exp. 4.76), Next Qtr. Rev. (exp. 4.55bln), Current FY EPS (exp. 20.53), Current FY Rev. (exp. 19.24bln), Next FY EPS (exp. 33.08), Next FY Rev. (exp. 26.73bln) 21:00BST/16:00EDT

Spotify Technology SA (SPOT) EPS (exp. 3.15), Revenue (exp. 5.58bln), Next Qtr. EPS (exp. 3.75), Next Qtr. Rev. (exp. 5.86bln), Current FY EPS (exp. 13.64), Current FY Rev. (exp. 21.87bln), Next FY EPS (exp. 17.15), Next FY Rev. (exp. 25.05bln) 11:00BST/06:00EDT

American Airlines Group Inc. (AAL) EPS (exp. -0.33), Revenue (exp. 16.20bln), Next Qtr. EPS (exp. -0.50), Next Qtr. Rev. (exp. 16.60bln), Current FY EPS (exp. -0.94), Current FY Rev. (exp. 63.41bln), Next FY EPS (exp. 1.20), Next FY Rev. (exp. 67.16bln) 12:00BST/07:00EDT

Daily estimate slates of this shape are routine in the heart of US reporting season, and the read-through tends to come less from any single print than from the sector clusters reporting into each other. This one pairs the two large eastern and western rails (UNP, NSC) on the same morning, a setup that has historically let the market triangulate freight volumes, pricing and fuel costs within hours rather than across weeks, with the second report often trading off the first's commentary. Defense (LMT) prints against a backdrop where order backlog and budget commentary have mattered more than the quarter itself, while the refiner (VLO) and the gold miner (NEM) bookend the commodity complex, where realised margins and cost guidance against the underlying price decks have been the usual swing factors rather than headline EPS. Staples (PG) and the alternatives complex (BX, with NDAQ alongside) typically set the tone for their peer sets on the day, and the homebuilders (PHM, NVR) reporting together have tended to trade on order trends and margin commentary as a read on rates-sensitive demand. The storage and memory name (WDC) after the close extends the day's data-centre demand debate into the evening session. As ever with clustered days, the established pattern is that guidance language and the common threads across the cluster, not the beats and misses, drive the follow-through in the sector and factor baskets.