Newsquawk Daily US Earnings Estimates: VST, TTWO, PPL, UAA

S&P 500

Vistra Corp. (VST) EPS (exp. 1.69), Revenue (exp. 5.43bln), Next Qtr. EPS (exp. 2.55), Next Qtr. Rev. (exp. 7.13bln), Current FY EPS (exp. 9.15), Current FY Rev. (exp. 23.25bln), Next FY EPS (exp. 11.03), Next FY Rev. (exp. 25.37bln) BMO/BMO

Take-Two Interactive Software Inc. (TTWO) EPS (exp. 0.33), Revenue (exp. 1.40bln), Next Qtr. EPS (exp. 0.93), Next Qtr. Rev. (exp. 1.75bln), Current FY EPS (exp. 6.78), Current FY Rev. (exp. 8.53bln), Next FY EPS (exp. 9.99), Next FY Rev. (exp. 9.16bln) 12:00BST/07:00EDT

PPL (PPL) EPS (exp. 0.34), Revenue (exp. 2.19bln), Next Qtr. EPS (exp. 0.52), Next Qtr. Rev. (exp. 2.41bln), Current FY EPS (exp. 1.95), Current FY Rev. (exp. 9.77bln), Next FY EPS (exp. 2.12), Next FY Rev. (exp. 10.30bln) 12:30BST/07:30EDT

Nasdaq 100

Take-Two Interactive Software Inc. (TTWO) EPS (exp. 0.33), Revenue (exp. 1.40bln), Next Qtr. EPS (exp. 0.93), Next Qtr. Rev. (exp. 1.75bln), Current FY EPS (exp. 6.78), Current FY Rev. (exp. 8.53bln), Next FY EPS (exp. 9.99), Next FY Rev. (exp. 9.16bln) 12:00BST/07:00EDT

Other

Under Armour Inc. (UAA) EPS (exp. 0.02), Revenue (exp. 1.11bln), Next Qtr. EPS (exp. 0.05), Next Qtr. Rev. (exp. 1.31bln), Current FY EPS (exp. 0.11), Current FY Rev. (exp. 4.94bln), Next FY EPS (exp. 0.23), Next FY Rev. (exp. 5.08bln) 11:55BST/06:55EDT

Context

This is a scheduled slate rather than a surprise, and the names split into distinct reporting regimes. Vistra sits in the independent power producer cohort, where recent quarters have been driven less by the headline EPS print than by forward power curves, data centre contracting commentary, and any update to guidance, so the call and the outlook lines carry more weight than the quarter itself. PPL is the opposite case: a regulated utility where beats and misses are typically small and the moving parts are rate base growth, regulatory proceedings, and reaffirmed guidance, which historically makes these prints low-volatility unless guidance shifts. Take-Two reports before the open with the usual publisher sensitivity to the release slate and pipeline commentary; net bookings and forward guidance have tended to matter more than GAAP EPS in this name. Under Armour is a turnaround story where margins, inventory, and revenue trajectory in North America have been the deciding variables, and thin expected EPS leaves the print vulnerable to small absolute swings in percentage terms. Across the set, the pattern in such mixed slates is that single-stock reaction dominates, with index-level read-through limited to the utilities complex if power names guide in concert.

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