Newsquawk Daily US Earnings Estimates - 27th October 2026: KO, GLW, SPGI, BA, STX, V

This report is a detailed calendar of all earnings for the stocks in the S&P 500, DJIA, Nasdaq 100 and other significant companies.

This is the densest day of the reporting calendar shown here: a mid-morning cluster of blue-chip industrials and consumer staples, then an after-hours slate where Visa, Seagate, NXP, Robinhood and Baker Hughes carry the market-cap and thematic weight. Historically, days of this breadth have been read through the bellwethers rather than the prints themselves. Boeing remains the highest-beta name of the morning session: it is expected to post a quarterly loss, and in past episodes the stock's reaction has hinged less on the bottom line than on commentary around deliveries, the order book and cash burn, which is where sell-side revisions tend to cluster. UPS and Royal Caribbean are the cycle reads, the former on freight volumes and margin discipline, the latter on forward booking trends, which have historically been a clean proxy for consumer discretionary travel. Freeport-McMoRan's quarter is effectively a copper print: its results and guidance typically track the metal, so the follow-on is as much the COMEX reaction as the stock. After the close, Visa is the S&P's heavyweight, with payment volume growth read as a real-time consumption gauge, while Seagate and NXP extend the AI-hardware tape: storage pricing and auto/industrial semi demand have been the swing factors in previous rotations between the datacentre and legacy exposure within those names. The usual sequence on such days is idiosyncratic gaps at the open and into the close, with index-level follow-through depending on whether the misses and guidance cuts cluster in one sector or spread across sectors. The next session's follow-ons are the opening conference calls and the speed with which FY consensus moves on the big-cap names.