Newsquawk Daily US Earnings Estimates - 5th August 2026: LLY, SNDK, WDC, DIS, UBER, APP, CVS

S&P 500

Walt Disney Company (DIS) EPS (exp. 1.86), Revenue (exp. 25.39bln), Next Qtr. EPS (exp. 1.76), Next Qtr. Rev. (exp. 25.21bln), Current FY EPS (exp. 6.80), Current FY Rev. (exp. 101.68bln), Next FY EPS (exp. 7.45), Next FY Rev. (exp. 106.15bln) BMO

Honeywell Aerospace (HONA) EPS (exp. 2.12), Revenue (exp. 4.61bln), Next Qtr. EPS (exp. 2.28), Next Qtr. Rev. (exp. 4.87bln), Current FY EPS (exp. 8.90), Current FY Rev. (exp. 19.03bln), Next FY EPS (exp. 10.00), Next FY Rev. (exp. 20.54bln) 06:00BST/01:00EDT

EOG Resources (EOG) EPS (exp. 5.00), Revenue (exp. 8.00bln), Next Qtr. EPS (exp. 4.00), Next Qtr. Rev. (exp. 7.09bln), Current FY EPS (exp. 16.53), Current FY Rev. (exp. 28.94bln), Next FY EPS (exp. 14.47), Next FY Rev. (exp. 27.60bln) 06:25BST/01:25EDT

Cencora (COR) EPS (exp. 4.35), Revenue (exp. 84.31bln), Next Qtr. EPS (exp. 4.61), Next Qtr. Rev. (exp. 88.28bln), Current FY EPS (exp. 17.78), Current FY Rev. (exp. 336.95bln), Next FY EPS (exp. 19.82), Next FY Rev. (exp. 355.89bln) 11:30BST/06:30EDT

CVS Health (CVS) EPS (exp. 1.85), Revenue (exp. 100.09bln), Next Qtr. EPS (exp. 1.71), Next Qtr. Rev. (exp. 103.20bln), Current FY EPS (exp. 7.45), Current FY Rev. (exp. 409.04bln), Next FY EPS (exp. 8.44), Next FY Rev. (exp. 426.28bln) 11:30BST/06:30EDT

NiSource (NI) EPS (exp. 0.16), Revenue (exp. 1.15bln), Next Qtr. EPS (exp. 0.22), Next Qtr. Rev. (exp. 1.19bln), Current FY EPS (exp. 2.06), Current FY Rev. (exp. 7.07bln), Next FY EPS (exp. 2.25), Next FY Rev. (exp. 7.48bln) 11:30BST/06:30EDT

Zimmer Biomet Holdings (ZBH) EPS (exp. 2.01), Revenue (exp. 2.13bln), Next Qtr. EPS (exp. 1.88), Next Qtr. Rev. (exp. 2.04bln), Current FY EPS (exp. 8.49), Current FY Rev. (exp. 8.55bln), Next FY EPS (exp. 9.01), Next FY Rev. (exp. 8.85bln) 11:30BST/06:30EDT

Iron Mountain (IRM) EPS (exp. 0.54), Revenue (exp. 1.97bln), Next Qtr. EPS (exp. 0.60), Next Qtr. Rev. (exp. 1.98bln), Current FY EPS (exp. 2.37), Current FY Rev. (exp. 7.92bln), Next FY EPS (exp. 2.60), Next FY Rev. (exp. 8.61bln) 11:45BST/06:45EDT

Eli Lilly and Company (LLY) EPS (exp. 6.01), Revenue (exp. 20.69bln), Next Qtr. EPS (exp. 9.48), Next Qtr. Rev. (exp. 21.65bln), Current FY EPS (exp. 35.04), Current FY Rev. (exp. 85.28bln), Next FY EPS (exp. 45.18), Next FY Rev. (exp. 99.32bln) 11:45BST/06:45EDT

Global Payments Inc. (GPN) EPS (exp. 3.44), Revenue (exp. 3.16bln), Next Qtr. EPS (exp. 3.65), Next Qtr. Rev. (exp. 3.21bln), Current FY EPS (exp. 13.78), Current FY Rev. (exp. 12.41bln), Next FY EPS (exp. 16.02), Next FY Rev. (exp. 13.14bln) 11:55BST/06:55EDT

Uber Technologies Inc. (UBER) EPS (exp. 0.81), Revenue (exp. 14.24bln), Next Qtr. EPS (exp. 0.87), Next Qtr. Rev. (exp. 14.81bln), Current FY EPS (exp. 3.34), Current FY Rev. (exp. 58.21bln), Next FY EPS (exp. 4.48), Next FY Rev. (exp. 67.03bln) 11:55BST/06:55EDT

CDW (CDW) EPS (exp. 2.80), Revenue (exp. 6.21bln), Next Qtr. EPS (exp. 2.90), Next Qtr. Rev. (exp. 5.96bln), Current FY EPS (exp. 10.76), Current FY Rev. (exp. 23.57bln), Next FY EPS (exp. 11.78), Next FY Rev. (exp. 24.39bln) 12:00BST/07:00EDT

Charles River Laboratories International Inc. (CRL) EPS (exp. 2.74), Revenue (exp. 976mln), Next Qtr. EPS (exp. 3.05), Next Qtr. Rev. (exp. 939mln), Current FY EPS (exp. 11.11), Current FY Rev. (exp. 3.85bln), Next FY EPS (exp. 12.35), Next FY Rev. (exp. 3.92bln) 12:00BST/07:00EDT

Kraft Heinz Company (KHC) EPS (exp. 0.53), Revenue (exp. 6.13bln), Next Qtr. EPS (exp. 0.47), Next Qtr. Rev. (exp. 6.07bln), Current FY EPS (exp. 2.06), Current FY Rev. (exp. 24.48bln), Next FY EPS (exp. 2.08), Next FY Rev. (exp. 24.58bln) 12:00BST/07:00EDT

Insulet (PODD) EPS (exp. 1.45), Revenue (exp. 787mln), Next Qtr. EPS (exp. 1.64), Next Qtr. Rev. (exp. 845mln), Current FY EPS (exp. 6.48), Current FY Rev. (exp. 3.32bln), Next FY EPS (exp. 8.05), Next FY Rev. (exp. 3.94bln) 12:00BST/07:00EDT

Phillips 66 (PSX) EPS (exp. 7.50), Revenue (exp. 43.60bln), Next Qtr. EPS (exp. 8.13), Next Qtr. Rev. (exp. 39.60bln), Current FY EPS (exp. 21.00), Current FY Rev. (exp. 154.77bln), Next FY EPS (exp. 19.01), Next FY Rev. (exp. 146.62bln) 12:00BST/07:00EDT

Western Digital (WDC) EPS (exp. 3.30), Revenue (exp. 3.69bln), Next Qtr. EPS (exp. 3.81), Next Qtr. Rev. (exp. 4.05bln), Current FY EPS (exp. 9.99), Current FY Rev. (exp. 12.87bln), Next FY EPS (exp. 18.70), Next FY Rev. (exp. 18.37bln) 21:00BST/16:00EDT

Axon Enterprise Inc (AXON) EPS (exp. 1.84), Revenue (exp. 876mln), Next Qtr. EPS (exp. 2.03), Next Qtr. Rev. (exp. 938mln), Current FY EPS (exp. 7.73), Current FY Rev. (exp. 3.66bln), Next FY EPS (exp. 10.58), Next FY Rev. (exp. 4.73bln) 21:00BST/16:00EDT

Expedia Group Inc. (EXPE) EPS (exp. 5.21), Revenue (exp. 4.17bln), Next Qtr. EPS (exp. 8.44), Next Qtr. Rev. (exp. 4.66bln), Current FY EPS (exp. 19.89), Current FY Rev. (exp. 16.02bln), Next FY EPS (exp. 23.00), Next FY Rev. (exp. 17.14bln) 21:00BST/16:00EDT

AppLovin Corp. (APP) EPS (exp. 3.76), Revenue (exp. 1.94bln), Next Qtr. EPS (exp. 4.05), Next Qtr. Rev. (exp. 2.08bln), Current FY EPS (exp. 16.07), Current FY Rev. (exp. 8.20bln), Next FY EPS (exp. 21.57), Next FY Rev. (exp. 10.73bln) 21:05BST/16:05EDT

DoorDash Inc. (DASH) EPS (exp. 0.47), Revenue (exp. 4.34bln), Next Qtr. EPS (exp. 0.73), Next Qtr. Rev. (exp. 4.49bln), Current FY EPS (exp. 2.53), Current FY Rev. (exp. 17.63bln), Next FY EPS (exp. 4.49), Next FY Rev. (exp. 21.28bln) 21:05BST/16:05EDT

eBay Inc. (EBAY) EPS (exp. 1.50), Revenue (exp. 3.02bln), Next Qtr. EPS (exp. 1.45), Next Qtr. Rev. (exp. 2.96bln), Current FY EPS (exp. 6.11), Current FY Rev. (exp. 12.17bln), Next FY EPS (exp. 6.75), Next FY Rev. (exp. 12.82bln) 21:05BST/16:05EDT

Realty Income (O) EPS (exp. 0.40), Revenue (exp. 1.40bln), Next Qtr. EPS (exp. 0.41), Next Qtr. Rev. (exp. 1.43bln), Current FY EPS (exp. 1.55), Current FY Rev. (exp. 5.71bln), Next FY EPS (exp. 1.74), Next FY Rev. (exp. 6.11bln) 21:05BST/16:05EDT

Sandisk (SNDK) EPS (exp. 34.67), Revenue (exp. 8.42bln), Next Qtr. EPS (exp. 43.94), Next Qtr. Rev. (exp. 10.68bln), Current FY EPS (exp. 66.87), Current FY Rev. (exp. 20.00bln), Next FY EPS (exp. 206.12), Next FY Rev. (exp. 48.67bln) 21:05BST/16:05EDT

Block Inc. (XYZ) EPS (exp. 0.87), Revenue (exp. 6.47bln), Next Qtr. EPS (exp. 1.01), Next Qtr. Rev. (exp. 6.59bln), Current FY EPS (exp. 3.91), Current FY Rev. (exp. 25.89bln), Next FY EPS (exp. 5.10), Next FY Rev. (exp. 28.93bln) 21:05BST/16:05EDT

Solventum (SOLV) EPS (exp. 1.90), Revenue (exp. 2.15bln), Next Qtr. EPS (exp. 1.42), Next Qtr. Rev. (exp. 1.96bln), Current FY EPS (exp. 6.55), Current FY Rev. (exp. 8.19bln), Next FY EPS (exp. 7.11), Next FY Rev. (exp. 8.48bln) 21:05BST/16:05EDT

Corpay Inc. (CPAY) EPS (exp. 6.58), Revenue (exp. 1.30bln), Next Qtr. EPS (exp. 7.03), Next Qtr. Rev. (exp. 1.35bln), Current FY EPS (exp. 26.76), Current FY Rev. (exp. 5.30bln), Next FY EPS (exp. 30.61), Next FY Rev. (exp. 5.82bln) 21:05BST/16:05EDT

Motorola Solutions Inc. (MSI) EPS (exp. 3.85), Revenue (exp. 3.00bln), Next Qtr. EPS (exp. 4.41), Next Qtr. Rev. (exp. 3.31bln), Current FY EPS (exp. 16.96), Current FY Rev. (exp. 12.80bln), Next FY EPS (exp. 18.54), Next FY Rev. (exp. 13.63bln) 21:10BST/16:10EDT

McKesson (MCK) EPS (exp. 9.56), Revenue (exp. 103.88bln), Next Qtr. EPS (exp. 10.75), Next Qtr. Rev. (exp. 109.95bln), Current FY EPS (exp. 44.26), Current FY Rev. (exp. 431.21bln), Next FY EPS (exp. 50.42), Next FY Rev. (exp. 463.47bln) 21:10BST/16:10EDT

Albemarle (ALB) EPS (exp. 3.20), Revenue (exp. 1.61bln), Next Qtr. EPS (exp. 3.41), Next Qtr. Rev. (exp. 1.70bln), Current FY EPS (exp. 12.53), Current FY Rev. (exp. 6.40bln), Next FY EPS (exp. 11.64), Next FY Rev. (exp. 6.54bln) 21:15BST/16:15EDT

Occidental Petroleum (OXY) EPS (exp. 1.84), Revenue (exp. 7.09bln), Next Qtr. EPS (exp. 1.19), Next Qtr. Rev. (exp. 6.30bln), Current FY EPS (exp. 5.57), Current FY Rev. (exp. 24.86bln), Next FY EPS (exp. 3.74), Next FY Rev. (exp. 23.78bln) 21:15BST/16:15EDT

Texas Pacific Land (TPL) EPS (exp. 2.18), Revenue (exp. 250mln), Next Qtr. EPS (exp. 2.12), Next Qtr. Rev. (exp. 248mln), Current FY EPS (exp. 8.66), Current FY Rev. (exp. 994mln), Next FY EPS (exp. 9.69), Next FY Rev. (exp. 1.10bln) 21:15BST/16:15EDT

MetLife (MET) EPS (exp. 2.30), Revenue (exp. 19.67bln), Next Qtr. EPS (exp. 2.53), Next Qtr. Rev. (exp. 20.10bln), Current FY EPS (exp. 9.85), Current FY Rev. (exp. 80.26bln), Next FY EPS (exp. 10.97), Next FY Rev. (exp. 84.14bln) 21:15BST/16:15EDT

News (NWSA) EPS (exp. 0.24), Revenue (exp. 2.25bln), Next Qtr. EPS (exp. 0.25), Next Qtr. Rev. (exp. 2.25bln), Current FY EPS (exp. 1.06), Current FY Rev. (exp. 8.92bln), Next FY EPS (exp. 1.27), Next FY Rev. (exp. 9.31bln) 21:25BST/16:25EDT

Host Hotels & Resorts (HST) EPS (exp. 0.34), Revenue (exp. 1.62bln), Next Qtr. EPS (exp. 0.09), Next Qtr. Rev. (exp. 1.36bln), Current FY EPS (exp. 1.36), Current FY Rev. (exp. 6.14bln), Next FY EPS (exp. 1.03), Next FY Rev. (exp. 6.15bln) 21:30BST/16:30EDT

STERIS (STE) EPS (exp. 2.49), Revenue (exp. 1.49bln), Next Qtr. EPS (exp. 2.70), Next Qtr. Rev. (exp. 1.56bln), Current FY EPS (exp. 11.16), Current FY Rev. (exp. 6.36bln), Next FY EPS (exp. 12.18), Next FY Rev. (exp. 6.77bln) 21:30BST/16:30EDT

CF Industries Holdings (CF) EPS (exp. 5.63), Revenue (exp. 2.45bln), Next Qtr. EPS (exp. 3.84), Next Qtr. Rev. (exp. 1.98bln), Current FY EPS (exp. 16.72), Current FY Rev. (exp. 8.52bln), Next FY EPS (exp. 10.99), Next FY Rev. (exp. 7.28bln) 21:30BST/16:30EDT

Atmos Energy (ATO) EPS (exp. 1.35), Revenue (exp. 909mln), Next Qtr. EPS (exp. 1.21), Next Qtr. Rev. (exp. 847mln), Current FY EPS (exp. 8.44), Current FY Rev. (exp. 5.17bln), Next FY EPS (exp. 9.02), Next FY Rev. (exp. 5.58bln) 21:35BST/16:35EDT

Allstate (ALL) EPS (exp. 6.06), Revenue (exp. 15.46bln), Next Qtr. EPS (exp. 5.92), Next Qtr. Rev. (exp. 16.00bln), Current FY EPS (exp. 31.34), Current FY Rev. (exp. 62.05bln), Next FY EPS (exp. 26.36), Next FY Rev. (exp. 64.91bln) 22:10BST/17:10EDT

NASDAQ 100

Honeywell Aerospace (HONA) EPS (exp. 2.12), Revenue (exp. 4.61bln), Next Qtr. EPS (exp. 2.28), Next Qtr. Rev. (exp. 4.87bln), Current FY EPS (exp. 8.90), Current FY Rev. (exp. 19.03bln), Next FY EPS (exp. 10.00), Next FY Rev. (exp. 20.54bln) BMO

Kraft Heinz Company (KHC) EPS (exp. 0.53), Revenue (exp. 6.13bln), Next Qtr. EPS (exp. 0.47), Next Qtr. Rev. (exp. 6.07bln), Current FY EPS (exp. 2.06), Current FY Rev. (exp. 24.48bln), Next FY EPS (exp. 2.08), Next FY Rev. (exp. 24.58bln) 12:00BST/07:00EDT

Western Digital (WDC) EPS (exp. 3.30), Revenue (exp. 3.69bln), Next Qtr. EPS (exp. 3.81), Next Qtr. Rev. (exp. 4.05bln), Current FY EPS (exp. 9.99), Current FY Rev. (exp. 12.87bln), Next FY EPS (exp. 18.70), Next FY Rev. (exp. 18.37bln) 21:00BST/16:00EDT

Axon Enterprise Inc (AXON) EPS (exp. 1.84), Revenue (exp. 876mln), Next Qtr. EPS (exp. 2.03), Next Qtr. Rev. (exp. 938mln), Current FY EPS (exp. 7.73), Current FY Rev. (exp. 3.66bln), Next FY EPS (exp. 10.58), Next FY Rev. (exp. 4.73bln) 21:00BST/16:00EDT

MercadoLibre (MELI) EPS (exp. 8.67), Revenue (exp. 9.74bln), Next Qtr. EPS (exp. 9.55), Next Qtr. Rev. (exp. 10.27bln), Current FY EPS (exp. 39.34), Current FY Rev. (exp. 40.74bln), Next FY EPS (exp. 56.32), Next FY Rev. (exp. 52.03bln) 21:00BST/16:00EDT

AppLovin Corp. (APP) EPS (exp. 3.76), Revenue (exp. 1.94bln), Next Qtr. EPS (exp. 4.05), Next Qtr. Rev. (exp. 2.08bln), Current FY EPS (exp. 16.07), Current FY Rev. (exp. 8.20bln), Next FY EPS (exp. 21.57), Next FY Rev. (exp. 10.73bln) 21:05BST/16:05EDT

DoorDash (DASH) EPS (exp. 0.47), Revenue (exp. 4.34bln), Next Qtr. EPS (exp. 0.73), Next Qtr. Rev. (exp. 4.49bln), Current FY EPS (exp. 2.53), Current FY Rev. (exp. 17.63bln), Next FY EPS (exp. 4.49), Next FY Rev. (exp. 21.28bln) 21:05BST/16:05EDT

Sandisk (SNDK) EPS (exp. 34.67), Revenue (exp. 8.42bln), Next Qtr. EPS (exp. 43.94), Next Qtr. Rev. (exp. 10.68bln), Current FY EPS (exp. 66.87), Current FY Rev. (exp. 20.00bln), Next FY EPS (exp. 206.12), Next FY Rev. (exp. 48.67bln) 21:05BST/16:05EDT

OTHER

Flutter Entertainment (FLUT) EPS (exp. 0.54), Revenue (exp. 4.23bln), Next Qtr. EPS (exp. 0.85), Next Qtr. Rev. (exp. 4.26bln), Current FY EPS (exp. 5.75), Current FY Rev. (exp. 18.24bln), Next FY EPS (exp. 8.82), Next FY Rev. (exp. 19.91bln) BMO

Circle Internet Group (CRCL) EPS (exp. 0.17), Revenue (exp. 717mln), Next Qtr. EPS (exp. 0.20), Next Qtr. Rev. (exp. 751mln), Current FY EPS (exp. 0.88), Current FY Rev. (exp. 3.00bln), Next FY EPS (exp. 1.54), Next FY Rev. (exp. 4.00bln) 11:25BST/06:25EDT

Zillow Group (Z) EPS (exp. 0.44), Revenue (exp. 758mln), Next Qtr. EPS (exp. 0.67), Next Qtr. Rev. (exp. 773mln), Current FY EPS (exp. 2.28), Current FY Rev. (exp. 2.98bln), Next FY EPS (exp. 3.00), Next FY Rev. (exp. 3.37bln) 21:05BST/16:05EDT

Etsy (ETSY) EPS (exp. 0.75), Revenue (exp. 646mln), Next Qtr. EPS (exp. 0.77), Next Qtr. Rev. (exp. 646mln), Current FY EPS (exp. 3.56), Current FY Rev. (exp. 2.78bln), Next FY EPS (exp. 4.10), Next FY Rev. (exp. 2.90bln) 21:05BST/16:05EDT

Nutrien Ltd. (NTR) EPS (exp. 3.81), Revenue (exp. 14.82bln), Next Qtr. EPS (exp. 1.63), Next Qtr. Rev. (exp. 8.41bln), Current FY EPS (exp. 7.77), Current FY Rev. (exp. 39.43bln), Next FY EPS (exp. 7.24), Next FY Rev. (exp. 38.50bln) 22:00BST/17:00EDT

Context

This is the daily estimates sheet rather than a print, a scheduling document setting the table for a heavy cross-sector session. Days of this density have tended to trade as a sequence of idiosyncratic moves rather than a single thematic one, with index-level impact depending on whether the largest weights, here the pharma, media, and platform names, point the same way. The pre-market block is anchored by the healthcare complex, where Lilly's obesity and diabetes franchise commentary has historically mattered as much to peers as to its own tape, and by Disney, where the pattern in past quarters has been the market trading the guidance on streaming profitability and parks demand rather than the headline beat or miss. The after-close block carries the memory names, where results have repeatedly been read through as a proxy for storage and AI-adjacent hardware demand and have moved the wider semis peer set overnight. The established pattern on clustered days is that whipsaw risk concentrates at the open and again after the close, with the single-name option-implied moves setting the bar for what counts as a surprise. Worth noting is that consensus tables of this kind frame, but do not settle, the reaction; the differential that matters is print versus whisper and, above all, next-quarter guidance versus the numbers shown here.

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