Newsquawk Daily US Earnings Estimates - 29th July 2026: VRT, GD, PG, APH, META, QCOM, EQIX, FTNT, LRCX, SBUX, MSFT, ARM

S&P 500

Biogen (BIIB) EPS (exp. 3.02), Revenue (exp. 2.46bln), Next Qtr. EPS (exp. 2.58), Next Qtr. Rev. (exp. 2.57bln), Current FY EPS (exp. 12.97), Current FY Rev. (exp. 10.04bln), Next FY EPS (exp. 16.31), Next FY Rev. (exp. 10.28bln) BMO/BMO

Vertiv Holdings (VRT) EPS (exp. 1.42), Revenue (exp. 3.38bln), Next Qtr. EPS (exp. 1.79), Next Qtr. Rev. (exp. 3.71bln), Current FY EPS (exp. 6.49), Current FY Rev. (exp. 13.88bln), Next FY EPS (exp. 8.82), Next FY Rev. (exp. 17.80bln) 10:55BST/05:55EDT

Bunge Global SA (BG) EPS (exp. 1.97), Revenue (exp. 22.81bln), Next Qtr. EPS (exp. 2.60), Next Qtr. Rev. (exp. 23.09bln), Current FY EPS (exp. 9.42), Current FY Rev. (exp. 91.41bln), Next FY EPS (exp. 11.18), Next FY Rev. (exp. 95.19bln) 11:00BST/06:00EDT

Generac (GNRC) EPS (exp. 2.01), Revenue (exp. 1.18bln), Next Qtr. EPS (exp. 2.56), Next Qtr. Rev. (exp. 1.33bln), Current FY EPS (exp. 9.00), Current FY Rev. (exp. 4.93bln), Next FY EPS (exp. 11.20), Next FY Rev. (exp. 5.67bln) 11:00BST/06:00EDT

Humana (HUM) EPS (exp. 7.25), Revenue (exp. 40.57bln), Next Qtr. EPS (exp. -0.18), Next Qtr. Rev. (exp. 40.80bln), Current FY EPS (exp. 8.95), Current FY Rev. (exp. 162.16bln), Next FY EPS (exp. 16.13), Next FY Rev. (exp. 169.29bln) 11:00BST/06:00EDT

Stanley Black & Decker (SWK) EPS (exp. 1.21), Revenue (exp. 3.97bln), Next Qtr. EPS (exp. 1.62), Next Qtr. Rev. (exp. 3.70bln), Current FY EPS (exp. 5.38), Current FY Rev. (exp. 15.15bln), Next FY EPS (exp. 6.23), Next FY Rev. (exp. 15.45bln) 11:00BST/06:00EDT

GE Healthcare Technologies (GEHC) EPS (exp. 1.03), Revenue (exp. 5.26bln), Next Qtr. EPS (exp. 1.25), Next Qtr. Rev. (exp. 5.41bln), Current FY EPS (exp. 4.88), Current FY Rev. (exp. 21.79bln), Next FY EPS (exp. 5.41), Next FY Rev. (exp. 22.80bln) 11:20BST/06:20EDT

Aon (AON) EPS (exp. 3.80), Revenue (exp. 4.28bln), Next Qtr. EPS (exp. 3.42), Next Qtr. Rev. (exp. 4.13bln), Current FY EPS (exp. 19.12), Current FY Rev. (exp. 18.00bln), Next FY EPS (exp. 21.36), Next FY Rev. (exp. 19.17bln) 11:30BST/06:30EDT

Entergy (ETR) EPS (exp. 1.02), Revenue (exp. 3.50bln), Next Qtr. EPS (exp. 1.71), Next Qtr. Rev. (exp. 4.30bln), Current FY EPS (exp. 4.40), Current FY Rev. (exp. 13.98bln), Next FY EPS (exp. 5.09), Next FY Rev. (exp. 15.30bln) 11:30BST/06:30EDT

Smurfit Westrock (SW) EPS (exp. 0.41), Revenue (exp. 7.91bln), Next Qtr. EPS (exp. 0.76), Next Qtr. Rev. (exp. 8.26bln), Current FY EPS (exp. 2.34), Current FY Rev. (exp. 32.12bln), Next FY EPS (exp. 3.37), Next FY Rev. (exp. 33.62bln) 11:30BST/06:30EDT

Boston Scientific (BSX) EPS (exp. 0.83), Revenue (exp. 5.37bln), Next Qtr. EPS (exp. 0.84), Next Qtr. Rev. (exp. 5.38bln), Current FY EPS (exp. 3.36), Current FY Rev. (exp. 21.60bln), Next FY EPS (exp. 3.70), Next FY Rev. (exp. 23.27bln) 11:30BST/06:30EDT

Cognizant Technology Solutions (CTSH) EPS (exp. 1.38), Revenue (exp. 5.48bln), Next Qtr. EPS (exp. 1.46), Next Qtr. Rev. (exp. 5.71bln), Current FY EPS (exp. 5.70), Current FY Rev. (exp. 22.30bln), Next FY EPS (exp. 6.18), Next FY Rev. (exp. 23.34bln) 11:30BST/06:30EDT

Lennox International (LII) EPS (exp. 7.67), Revenue (exp. 1.56bln), Next Qtr. EPS (exp. 7.94), Next Qtr. Rev. (exp. 1.59bln), Current FY EPS (exp. 24.44), Current FY Rev. (exp. 5.62bln), Next FY EPS (exp. 26.73), Next FY Rev. (exp. 5.92bln) 11:45BST/06:45EDT

CBRE Group (CBRE) EPS (exp. 1.47), Revenue (exp. 11.18bln), Next Qtr. EPS (exp. 1.85), Next Qtr. Rev. (exp. 11.59bln), Current FY EPS (exp. 7.72), Current FY Rev. (exp. 46.31bln), Next FY EPS (exp. 8.86), Next FY Rev. (exp. 51.02bln) 11:55BST/06:55EDT

Johnson Controls International (JCI) EPS (exp. 1.30), Revenue (exp. 6.46bln), Next Qtr. EPS (exp. 1.52), Next Qtr. Rev. (exp. 6.87bln), Current FY EPS (exp. 4.90), Current FY Rev. (exp. 25.28bln), Next FY EPS (exp. 5.77), Next FY Rev. (exp. 27.09bln) 11:55BST/06:55EDT

Automatic Data Processing (ADP) EPS (exp. 2.59), Revenue (exp. 5.44bln), Next Qtr. EPS (exp. 2.75), Next Qtr. Rev. (exp. 5.48bln), Current FY EPS (exp. 11.07), Current FY Rev. (exp. 21.91bln), Next FY EPS (exp. 12.20), Next FY Rev. (exp. 23.18bln) 12:00BST/07:00EDT

General Dynamics (GD) EPS (exp. 3.96), Revenue (exp. 13.52bln), Next Qtr. EPS (exp. 4.06), Next Qtr. Rev. (exp. 13.63bln), Current FY EPS (exp. 16.75), Current FY Rev. (exp. 55.46bln), Next FY EPS (exp. 18.30), Next FY Rev. (exp. 57.95bln) 12:00BST/07:00EDT

Garmin (GRMN) EPS (exp. 2.29), Revenue (exp. 1.93bln), Next Qtr. EPS (exp. 2.35), Next Qtr. Rev. (exp. 1.98bln), Current FY EPS (exp. 9.64), Current FY Rev. (exp. 8.01bln), Next FY EPS (exp. 10.45), Next FY Rev. (exp. 8.82bln) 12:00BST/07:00EDT

IDEX (IEX) EPS (exp. 2.11), Revenue (exp. 905mln), Next Qtr. EPS (exp. 2.19), Next Qtr. Rev. (exp. 911mln), Current FY EPS (exp. 8.50), Current FY Rev. (exp. 3.63bln), Next FY EPS (exp. 9.25), Next FY Rev. (exp. 3.80bln) 12:00BST/07:00EDT

Masco (MAS) EPS (exp. 1.32), Revenue (exp. 2.08bln), Next Qtr. EPS (exp. 1.06), Next Qtr. Rev. (exp. 1.94bln), Current FY EPS (exp. 4.28), Current FY Rev. (exp. 7.77bln), Next FY EPS (exp. 4.71), Next FY Rev. (exp. 8.02bln) 12:00BST/07:00EDT

Old Dominion Freight Line Inc. (ODFL) EPS (exp. 1.53), Revenue (exp. 1.54bln), Next Qtr. EPS (exp. 1.54), Next Qtr. Rev. (exp. 1.54bln), Current FY EPS (exp. 5.60), Current FY Rev. (exp. 5.88bln), Next FY EPS (exp. 6.51), Next FY Rev. (exp. 6.34bln) 12:00BST/07:00EDT

Procter & Gamble Company (PG) EPS (exp. 1.41), Revenue (exp. 21.38bln), Next Qtr. EPS (exp. 1.93), Next Qtr. Rev. (exp. 22.93bln), Current FY EPS (exp. 6.88), Current FY Rev. (exp. 87.13bln), Next FY EPS (exp. 7.02), Next FY Rev. (exp. 89.37bln) 12:00BST/07:00EDT

Vulcan Materials Company (VMC) EPS (exp. 2.49), Revenue (exp. 2.14bln), Next Qtr. EPS (exp. 3.12), Next Qtr. Rev. (exp. 2.28bln), Current FY EPS (exp. 9.13), Current FY Rev. (exp. 8.14bln), Next FY EPS (exp. 10.79), Next FY Rev. (exp. 8.65bln) 12:00BST/07:00EDT

WEC Energy Group Inc (WEC) EPS (exp. 0.80), Revenue (exp. 2.11bln), Next Qtr. EPS (exp. 0.92), Next Qtr. Rev. (exp. 2.20bln), Current FY EPS (exp. 5.60), Current FY Rev. (exp. 10.14bln), Next FY EPS (exp. 6.00), Next FY Rev. (exp. 10.65bln) 12:00BST/07:00EDT

Flex Ltd (FLEX) EPS (exp. 0.90), Revenue (exp. 7.53bln), Next Qtr. EPS (exp. 1.00), Next Qtr. Rev. (exp. 7.84bln), Current FY EPS (exp. 4.44), Current FY Rev. (exp. 33.24bln), Next FY EPS (exp. 6.76), Next FY Rev. (exp. 43.18bln) 12:05BST/07:05EDT

Verisk Analytics Inc. (VRSK) EPS (exp. 1.93), Revenue (exp. 804mln), Next Qtr. EPS (exp. 1.95), Next Qtr. Rev. (exp. 812mln), Current FY EPS (exp. 7.67), Current FY Rev. (exp. 3.22bln), Next FY EPS (exp. 8.67), Next FY Rev. (exp. 3.44bln) 12:15BST/07:15EDT

Fortive Corp. (FTV) EPS (exp. 0.71), Revenue (exp. 1.07bln), Next Qtr. EPS (exp. 0.70), Next Qtr. Rev. (exp. 1.06bln), Current FY EPS (exp. 3.00), Current FY Rev. (exp. 4.34bln), Next FY EPS (exp. 3.22), Next FY Rev. (exp. 4.51bln) 12:30BST/07:30EDT

Amphenol (APH) EPS (exp. 1.18), Revenue (exp. 8.26bln), Next Qtr. EPS (exp. 1.27), Next Qtr. Rev. (exp. 8.66bln), Current FY EPS (exp. 4.85), Current FY Rev. (exp. 33.63bln), Next FY EPS (exp. 5.79), Next FY Rev. (exp. 38.71bln) 13:00BST/08:00EDT

Meta Platforms Inc (META) EPS (exp. 7.19), Revenue (exp. 60.22bln), Next Qtr. EPS (exp. 7.02), Next Qtr. Rev. (exp. 63.13bln), Current FY EPS (exp. 32.94), Current FY Rev. (exp. 253.31bln), Next FY EPS (exp. 35.18), Next FY Rev. (exp. 303.67bln) 21:00BST/16:00EDT

QUALCOMM (QCOM) EPS (exp. 2.23), Revenue (exp. 9.68bln), Next Qtr. EPS (exp. 2.37), Next Qtr. Rev. (exp. 10.03bln), Current FY EPS (exp. 10.77), Current FY Rev. (exp. 42.60bln), Next FY EPS (exp. 10.90), Next FY Rev. (exp. 44.27bln) 21:00BST/16:00EDT

PTC Inc. (PTC) EPS (exp. 1.57), Revenue (exp. 612mln), Next Qtr. EPS (exp. 1.81), Next Qtr. Rev. (exp. 655mln), Current FY EPS (exp. 8.04), Current FY Rev. (exp. 2.73bln), Next FY EPS (exp. 8.60), Next FY Rev. (exp. 2.88bln) 21:00BST/16:00EDT

Align Technology Inc. (ALGN) EPS (exp. 2.62), Revenue (exp. 1.05bln), Next Qtr. EPS (exp. 2.90), Next Qtr. Rev. (exp. 1.02bln), Current FY EPS (exp. 11.37), Current FY Rev. (exp. 4.18bln), Next FY EPS (exp. 12.36), Next FY Rev. (exp. 4.36bln) 21:05BST/16:05EDT

C.H. Robinson Worldwide Inc. (CHRW) EPS (exp. 1.53), Revenue (exp. 4.35bln), Next Qtr. EPS (exp. 1.72), Next Qtr. Rev. (exp. 4.44bln), Current FY EPS (exp. 6.17), Current FY Rev. (exp. 17.05bln), Next FY EPS (exp. 7.46), Next FY Rev. (exp. 18.27bln) 21:05BST/16:05EDT

Carvana Co. (CVNA) EPS (exp. 0.38), Revenue (exp. 6.89bln), Next Qtr. EPS (exp. 0.42), Next Qtr. Rev. (exp. 7.32bln), Current FY EPS (exp. 1.52), Current FY Rev. (exp. 27.89bln), Next FY EPS (exp. 2.05), Next FY Rev. (exp. 35.03bln) 21:05BST/16:05EDT

Equinix Inc. (EQIX) EPS (exp. 4.73), Revenue (exp. 2.59bln), Next Qtr. EPS (exp. 4.23), Next Qtr. Rev. (exp. 2.58bln), Current FY EPS (exp. 17.27), Current FY Rev. (exp. 10.24bln), Next FY EPS (exp. 18.99), Next FY Rev. (exp. 11.27bln) 21:05BST/16:05EDT

Fortinet Inc. (FTNT) EPS (exp. 0.75), Revenue (exp. 1.89bln), Next Qtr. EPS (exp. 0.76), Next Qtr. Rev. (exp. 1.95bln), Current FY EPS (exp. 3.15), Current FY Rev. (exp. 7.81bln), Next FY EPS (exp. 3.42), Next FY Rev. (exp. 8.64bln) 21:05BST/16:05EDT

Robinhood Markets Inc. (HOOD) EPS (exp. 0.43), Revenue (exp. 1.28bln), Next Qtr. EPS (exp. 0.49), Next Qtr. Rev. (exp. 1.33bln), Current FY EPS (exp. 1.91), Current FY Rev. (exp. 5.09bln), Next FY EPS (exp. 2.71), Next FY Rev. (exp. 6.39bln) 21:05BST/16:05EDT

Lam Research (LRCX) EPS (exp. 1.68), Revenue (exp. 6.66bln), Next Qtr. EPS (exp. 1.84), Next Qtr. Rev. (exp. 7.10bln), Current FY EPS (exp. 5.69), Current FY Rev. (exp. 23.19bln), Next FY EPS (exp. 8.19), Next FY Rev. (exp. 31.07bln) 21:05BST/16:05EDT

Public Storage (PSA) EPS (exp. 2.54), Revenue (exp. 1.23bln), Next Qtr. EPS (exp. 2.67), Next Qtr. Rev. (exp. 1.29bln), Current FY EPS (exp. 10.20), Current FY Rev. (exp. 5.04bln), Next FY EPS (exp. 9.88), Next FY Rev. (exp. 5.43bln) 21:05BST/16:05EDT

Starbucks (SBUX) EPS (exp. 0.66), Revenue (exp. 9.17bln), Next Qtr. EPS (exp. 0.69), Next Qtr. Rev. (exp. 9.22bln), Current FY EPS (exp. 2.40), Current FY Rev. (exp. 37.78bln), Next FY EPS (exp. 3.05), Next FY Rev. (exp. 38.52bln) 21:05BST/16:05EDT

L3Harris Technologies Inc (LHX) EPS (exp. 2.80), Revenue (exp. 5.81bln), Next Qtr. EPS (exp. 2.98), Next Qtr. Rev. (exp. 5.99bln), Current FY EPS (exp. 11.63), Current FY Rev. (exp. 23.58bln), Next FY EPS (exp. 13.65), Next FY Rev. (exp. 25.45bln) 21:05BST/16:05EDT

Electronic Arts Inc. (EA) EPS (exp. 0.82), Revenue (exp. 1.48bln), Next Qtr. EPS (exp. 2.07), Next Qtr. Rev. (exp. 2.07bln), Current FY EPS (exp. 8.83), Current FY Rev. (exp. 8.28bln), Next FY EPS (exp. 9.55), Next FY Rev. (exp. 8.70bln) 21:05BST/16:05EDT

Microsoft (MSFT) EPS (exp. 4.24), Revenue (exp. 87.62bln), Next Qtr. EPS (exp. 4.63), Next Qtr. Rev. (exp. 89.73bln), Current FY EPS (exp. 17.01), Current FY Rev. (exp. 329.47bln), Next FY EPS (exp. 19.46), Next FY Rev. (exp. 384.71bln) 21:10BST/16:10EDT

Ventas Inc. (VTR) EPS (exp. 0.14), Revenue (exp. 1.68bln), Next Qtr. EPS (exp. 0.18), Next Qtr. Rev. (exp. 1.72bln), Current FY EPS (exp. 0.62), Current FY Rev. (exp. 6.81bln), Next FY EPS (exp. 1.02), Next FY Rev. (exp. 7.43bln) 21:10BST/16:10EDT

Fair Isaac (FICO) EPS (exp. 11.76), Revenue (exp. 679mln), Next Qtr. EPS (exp. 11.48), Next Qtr. Rev. (exp. 669mln), Current FY EPS (exp. 43.09), Current FY Rev. (exp. 2.56bln), Next FY EPS (exp. 54.33), Next FY Rev. (exp. 2.95bln) 21:15BST/16:15EDT

MGM Resorts International (MGM) EPS (exp. 0.56), Revenue (exp. 4.42bln), Next Qtr. EPS (exp. 0.20), Next Qtr. Rev. (exp. 4.27bln), Current FY EPS (exp. 1.74), Current FY Rev. (exp. 17.65bln), Next FY EPS (exp. 2.18), Next FY Rev. (exp. 17.90bln) 21:15BST/16:15EDT

Everest Group Ltd. (EG) EPS (exp. 14.52), Revenue (exp. 3.99bln), Next Qtr. EPS (exp. 8.58), Next Qtr. Rev. (exp. 3.95bln), Current FY EPS (exp. 52.44), Current FY Rev. (exp. 15.96bln), Next FY EPS (exp. 60.15), Next FY Rev. (exp. 15.30bln) 21:15BST/16:15EDT

Essex Property Trust Inc. (ESS) EPS (exp. 1.46), Revenue (exp. 485mln), Next Qtr. EPS (exp. 1.42), Next Qtr. Rev. (exp. 489mln), Current FY EPS (exp. 5.95), Current FY Rev. (exp. 1.95bln), Next FY EPS (exp. 6.20), Next FY Rev. (exp. 2.02bln) 21:15BST/16:15EDT

Invitation Homes Inc. (INVH) EPS (exp. 0.17), Revenue (exp. 712mln), Next Qtr. EPS (exp. 0.17), Next Qtr. Rev. (exp. 718mln), Current FY EPS (exp. 0.77), Current FY Rev. (exp. 2.86bln), Next FY EPS (exp. 0.72), Next FY Rev. (exp. 2.93bln) 21:15BST/16:15EDT

Mid-America Apartment Communities Inc. (MAA) EPS (exp. 0.76), Revenue (exp. 556mln), Next Qtr. EPS (exp. 0.79), Next Qtr. Rev. (exp. 562mln), Current FY EPS (exp. 3.43), Current FY Rev. (exp. 2.24bln), Next FY EPS (exp. 3.32), Next FY Rev. (exp. 2.30bln) 21:15BST/16:15EDT

Regency Centers (REG) EPS (exp. 0.59), Revenue (exp. 409mln), Next Qtr. EPS (exp. 0.60), Next Qtr. Rev. (exp. 413mln), Current FY EPS (exp. 2.48), Current FY Rev. (exp. 1.68bln), Next FY EPS (exp. 2.55), Next FY Rev. (exp. 1.74bln) 21:15BST/16:15EDT

Tyler Technologies Inc. (TYL) EPS (exp. 3.07), Revenue (exp. 648mln), Next Qtr. EPS (exp. 3.40), Next Qtr. Rev. (exp. 652mln), Current FY EPS (exp. 12.91), Current FY Rev. (exp. 2.56bln), Next FY EPS (exp. 14.90), Next FY Rev. (exp. 2.81bln) 21:15BST/16:15EDT

VICI Properties Inc (VICI) EPS (exp. 0.71), Revenue (exp. 1.04bln), Next Qtr. EPS (exp. 0.71), Next Qtr. Rev. (exp. 1.05bln), Current FY EPS (exp. 2.95), Current FY Rev. (exp. 4.16bln), Next FY EPS (exp. 2.94), Next FY Rev. (exp. 4.31bln) 21:15BST/16:15EDT

O'Reilly Automotive Inc. (ORLY) EPS (exp. 0.86), Revenue (exp. 4.87bln), Next Qtr. EPS (exp. 0.91), Next Qtr. Rev. (exp. 4.98bln), Current FY EPS (exp. 3.26), Current FY Rev. (exp. 19.07bln), Next FY EPS (exp. 3.62), Next FY Rev. (exp. 20.23bln) 21:30BST/16:30EDT

American Water Works Company Inc. (AWK) EPS (exp. 1.54), Revenue (exp. 1.33bln), Next Qtr. EPS (exp. 2.09), Next Qtr. Rev. (exp. 1.52bln), Current FY EPS (exp. 6.08), Current FY Rev. (exp. 5.34bln), Next FY EPS (exp. 6.57), Next FY Rev. (exp. 5.75bln) 21:30BST/16:30EDT

Chipotle Mexican Grill Inc. (CMG) EPS (exp. 0.32), Revenue (exp. 3.33bln), Next Qtr. EPS (exp. 0.29), Next Qtr. Rev. (exp. 3.27bln), Current FY EPS (exp. 1.13), Current FY Rev. (exp. 12.99bln), Next FY EPS (exp. 1.35), Next FY Rev. (exp. 14.39bln) 21:35BST/16:35EDT

NASDAQ 100

GE Healthcare Technologies Inc. (GEHC) EPS (exp. 1.03), Revenue (exp. 5.26bln), Next Qtr. EPS (exp. 1.25), Next Qtr. Rev. (exp. 5.41bln), Current FY EPS (exp. 4.88), Current FY Rev. (exp. 21.79bln), Next FY EPS (exp. 5.41), Next FY Rev. (exp. 22.80bln) 11:20BST/06:20EDT

Automatic Data Processing Inc. (ADP) EPS (exp. 2.59), Revenue (exp. 5.44bln), Next Qtr. EPS (exp. 2.75), Next Qtr. Rev. (exp. 5.48bln), Current FY EPS (exp. 11.07), Current FY Rev. (exp. 21.91bln), Next FY EPS (exp. 12.20), Next FY Rev. (exp. 23.18bln) 12:00BST/07:00EDT

Old Dominion Freight Line Inc. (ODFL) EPS (exp. 1.53), Revenue (exp. 1.54bln), Next Qtr. EPS (exp. 1.54), Next Qtr. Rev. (exp. 1.54bln), Current FY EPS (exp. 5.60), Current FY Rev. (exp. 5.88bln), Next FY EPS (exp. 6.51), Next FY Rev. (exp. 6.34bln) 12:00BST/07:00EDT

Meta Platforms Inc (META) EPS (exp. 7.19), Revenue (exp. 60.22bln), Next Qtr. EPS (exp. 7.02), Next Qtr. Rev. (exp. 63.13bln), Current FY EPS (exp. 32.94), Current FY Rev. (exp. 253.31bln), Next FY EPS (exp. 35.18), Next FY Rev. (exp. 303.67bln) 21:00BST/16:00EDT

QUALCOMM (QCOM) EPS (exp. 2.23), Revenue (exp. 9.68bln), Next Qtr. EPS (exp. 2.37), Next Qtr. Rev. (exp. 10.03bln), Current FY EPS (exp. 10.77), Current FY Rev. (exp. 42.60bln), Next FY EPS (exp. 10.90), Next FY Rev. (exp. 44.27bln) 21:00BST/16:00EDT

Fortinet Inc. (FTNT) EPS (exp. 0.75), Revenue (exp. 1.89bln), Next Qtr. EPS (exp. 0.76), Next Qtr. Rev. (exp. 1.95bln), Current FY EPS (exp. 3.15), Current FY Rev. (exp. 7.81bln), Next FY EPS (exp. 3.42), Next FY Rev. (exp. 8.64bln) 21:05BST/16:05EDT

Lam Research (LRCX) EPS (exp. 1.68), Revenue (exp. 6.66bln), Next Qtr. EPS (exp. 1.84), Next Qtr. Rev. (exp. 7.10bln), Current FY EPS (exp. 5.69), Current FY Rev. (exp. 23.19bln), Next FY EPS (exp. 8.19), Next FY Rev. (exp. 31.07bln) 21:05BST/16:05EDT

Starbucks (SBUX) EPS (exp. 0.66), Revenue (exp. 9.17bln), Next Qtr. EPS (exp. 0.69), Next Qtr. Rev. (exp. 9.22bln), Current FY EPS (exp. 2.40), Current FY Rev. (exp. 37.78bln), Next FY EPS (exp. 3.05), Next FY Rev. (exp. 38.52bln) 21:05BST/16:05EDT

Electronic Arts Inc. (EA) EPS (exp. 0.82), Revenue (exp. 1.48bln), Next Qtr. EPS (exp. 2.07), Next Qtr. Rev. (exp. 2.07bln), Current FY EPS (exp. 8.83), Current FY Rev. (exp. 8.28bln), Next FY EPS (exp. 9.55), Next FY Rev. (exp. 8.70bln) 21:05BST/16:05EDT

ARM Holdings (ARM) EPS (exp. 0.40), Revenue (exp. 1.26bln), Next Qtr. EPS (exp. 0.44), Next Qtr. Rev. (exp. 1.34bln), Current FY EPS (exp. 2.17), Current FY Rev. (exp. 5.99bln), Next FY EPS (exp. 3.04), Next FY Rev. (exp. 8.06bln) 21:05BST/16:05EDT

Microsoft (MSFT) EPS (exp. 4.24), Revenue (exp. 87.62bln), Next Qtr. EPS (exp. 4.63), Next Qtr. Rev. (exp. 89.73bln), Current FY EPS (exp. 17.01), Current FY Rev. (exp. 329.47bln), Next FY EPS (exp. 19.46), Next FY Rev. (exp. 384.71bln) 21:10BST/16:10EDT

O'Reilly Automotive Inc. (ORLY) EPS (exp. 0.86), Revenue (exp. 4.87bln), Next Qtr. EPS (exp. 0.91), Next Qtr. Rev. (exp. 4.98bln), Current FY EPS (exp. 3.26), Current FY Rev. (exp. 19.07bln), Next FY EPS (exp. 3.62), Next FY Rev. (exp. 20.23bln) 21:30BST/16:30EDT

OTHER

V.F. Corp (VFC) EPS (exp. -0.22), Revenue (exp. 1.64bln), Next Qtr. EPS (exp. 0.59), Next Qtr. Rev. (exp. 2.71bln), Current FY EPS (exp. 1.07), Current FY Rev. (exp. 9.47bln), Next FY EPS (exp. 1.34), Next FY Rev. (exp. 9.79bln) 11:00BST/06:00EDT

SoFi Technologies Inc (SOFI) EPS (exp. 0.11), Revenue (exp. 1.11bln), Next Qtr. EPS (exp. 0.17), Next Qtr. Rev. (exp. 1.21bln), Current FY EPS (exp. 0.60), Current FY Rev. (exp. 4.70bln), Next FY EPS (exp. 0.81), Next FY Rev. (exp. 5.75bln) 12:00BST/07:00EDT

Context

This is the standard daily estimates sheet rather than a print, so its function is positioning: it tells desks where the day's single-name and index-level gamma sits before the fact. The shape of this calendar is the tell, with the heavyweight cluster after the close: the largest index constituents and the AI-capex complex (cloud hyperscalers, semis, data centre and networking names) report within a narrow window, a configuration that has historically concentrated index volatility into the post-close and next-morning sessions and made the guidance line, not the quarter, the price-setter. Within that complex the established pattern is differentiation: beats on the reported quarter have repeatedly been sold when capex, cloud growth or forward revenue guidance disappoint, while second-order reads travel across the peer set, with one hyperscaler's capex commentary moving the suppliers that have not yet reported. The pre-market slate is more defensive and industrial in character, a mix that tends to set sector tone rather than index direction. Worth noting is that clustered mega-cap reports have in past seasons produced outsized implied-versus-realised gaps in the reporting names and sympathy moves in the ones still to come. As a preview sheet, the signal is calendar structure rather than direction.

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