Who reports next, and what is expected?
Earnings are where expectations meet results. What analysts expect, and whether they have been raising or cutting those numbers, frames how each report is likely to be judged.
Updated Oct 6, 2026
Estimates mixed
61 S&P 500 companies report in the next two weeks, led by UNH and JPM. Over the past month analysts raised full-year estimates for 15 of them and cut them for 11.
The season ahead
How many S&P 500 companies report each day over the coming weeks.
Reporting in the next two weeks
Revision shows how this company’s estimate change ranks against the whole S&P 500 over the past month. Select a column to sort.
| Date | Company | Revision | Estimate change, 1M | Expected EPS growth | Stock vs S&P, 1M | Last report | Full-year estimate trend |
|---|---|---|---|---|---|---|---|
Thu Oct 8 | PEP PepsiCo | 27Steady | 0% | +5% $2.30 vs $2.20 | −9.8 pts | +0.5% surprise Stock −6.7% next day | |
Thu Oct 8 | PGR Progressive Corporation | 88Raised | +0.6% | −24% $3.67 vs $4.85 | −4.3 pts | +4.5% surprise Stock +0.1% next day | |
Thu Oct 8 | DAL Delta Air Lines | 2Cut | −4.6% | +30% $2.03 vs $1.56 | +3.2 pts | +4.7% surprise Stock −4.6% next day | |
Tue Oct 13 | UNH UnitedHealth Group | 92Raised | +1.0% | −35% $4.12 vs $6.38 | −6.4 pts | +29% surprise Stock −11.1% next day | |
Tue Oct 13 | JPM JPMorgan Chase | 17Cut | −0.2% | −23% $5.85 vs $7.59 | −8.8 pts | +36% surprise Stock +0.0% next day | |
Tue Oct 13 | C Citigroup | 28Steady | 0% | −15% $2.67 vs $3.15 | −7.8 pts | +16% surprise Stock +0.7% next day | |
Tue Oct 13 | WFC Wells Fargo | 68Steady | +0.1% | −6% $1.85 vs $1.96 | −10.6 pts | +13% surprise Stock −2.7% next day | |
Tue Oct 13 | GS Goldman Sachs | 7Cut | −1.1% | −26% $15.44 vs $20.98 | −14.8 pts | +45% surprise Stock −17.9% next day | |
Tue Oct 13 | JNJ Johnson & Johnson | 11Cut | −0.5% | −2% $2.85 vs $2.90 | −8.6 pts | +2.1% surprise Stock +9.8% next day | |
Tue Oct 13 | BLK BlackRock | 13Cut | −0.3% | +2% $14.25 vs $13.91 | −5.0 pts | +9.6% surprise Stock −0.6% next day | |
Tue Oct 13 | DPZ Domino's | 72Raised | +0.1% | +8% $4.38 vs $4.07 | −12.4 pts | −2.4% surprise Stock −11.2% next day | |
Wed Oct 14 | BAC Bank of America | 9Cut | −0.8% | −5% $1.15 vs $1.21 | −14.9 pts | +7.1% surprise Stock −6.5% next day | |
Wed Oct 14 | MS Morgan Stanley | 20Cut | −0.1% | −10% $3.10 vs $3.46 | −13.4 pts | +20% surprise Stock −14.1% next day | |
Wed Oct 14 | STT State Street Corporation | 58Steady | 0% | −1% $3.61 vs $3.65 | −10.7 pts | +9.3% surprise Stock −2.3% next day | |
Wed Oct 14 | FAST Fastenal | 81Raised | +0.3% | +2% $0.34 vs $0.33 | +1.3 pts | +0.4% surprise Stock +10.3% next day | |
Thu Oct 15 | TRV Travelers Companies (The) | 60Steady | 0% | −33% $6.77 vs $10.04 | −3.5 pts | +86% surprise Stock −1.6% next day | |
Thu Oct 15 | USB U.S. Bancorp | 78Raised | +0.2% | −3% $1.31 vs $1.35 | −10.8 pts | +5.5% surprise Stock −7.3% next day | |
Thu Oct 15 | BNY BNY Mellon | 76Raised | +0.2% | −8% $2.27 vs $2.46 | −14.0 pts | +10% surprise Stock −7.5% next day | |
Thu Oct 15 | PNC PNC Financial Services | 24Steady | −0.1% | +1% $4.90 vs $4.85 | −11.5 pts | +8.7% surprise Stock −11.2% next day | |
Thu Oct 15 | SCHW Charles Schwab Corporation | 30Steady | 0% | +3% $1.67 vs $1.62 | −12.6 pts | +3.8% surprise Stock −0.9% next day | |
Thu Oct 15 | MRSH Marsh McLennan | 53Steady | 0% | −33% $1.98 vs $2.96 | −8.7 pts | +2.8% surprise Stock −5.8% next day | |
Thu Oct 15 | CSX CSX Corporation | 27Steady | 0% | −1% $0.54 vs $0.54 | −5.0 pts | +4.2% surprise Stock −6.3% next day | |
Thu Oct 15 | IBKR Interactive Brokers | 12Cut | −0.4% | 0% $0.69 vs $0.69 | −3.4 pts | +7.8% surprise Stock −5.5% next day | |
Thu Oct 15 | PLD Prologis | 92Raised | +1.0% | −31% $0.78 vs $1.13 | −7.5 pts | +51% surprise Stock −11.3% next day | |
Thu Oct 15 | SNA Snap-on | 29Steady | 0% | 0% $4.96 vs $4.96 | −4.9 pts | +0.2% surprise Stock −6.6% next day | |
Fri Oct 16 | SLB Schlumberger | 57Steady | 0% | +13% $0.62 vs $0.55 | −14.2 pts | +7.6% surprise Stock −1.7% next day | |
Fri Oct 16 | TFC Truist Financial | 79Raised | +0.3% | −9% $1.12 vs $1.23 | −11.6 pts | +14% surprise Stock −9.2% next day | |
Fri Oct 16 | FITB Fifth Third Bancorp | 34Steady | 0% | +5% $0.87 vs $0.83 | −8.2 pts | −0.8% surprise Stock −10.2% next day | |
Fri Oct 16 | MTB M&T Bank | 29Steady | 0% | −8% $4.93 vs $5.35 | −10.0 pts | +15% surprise Stock −11.0% next day | |
Fri Oct 16 | CFG Citizens Financial Group | 19Cut | −0.2% | +7% $1.39 vs $1.30 | −10.6 pts | +4.8% surprise Stock −11.9% next day | |
Fri Oct 16 | RF Regions Financial Corporation | 75Raised | +0.2% | −3% $0.66 vs $0.68 | −12.2 pts | +8.1% surprise Stock −12.7% next day | |
Mon Oct 19 | RTX RTX Corporation | 46Steady | 0% | −8% $1.73 vs $1.89 | −9.9 pts | +14% surprise Stock −9.4% next day | |
Mon Oct 19 | STLD Steel Dynamics | 95Raised | +2.3% | +46% $5.38 vs $3.69 | −2.8 pts | +1.7% surprise Stock +1.4% next day | |
Mon Oct 19 | WRB W. R. Berkley Corporation | 38Steady | 0% | −12% $1.12 vs $1.27 | −0.4 pts | +18% surprise Stock −8.1% next day | |
Mon Oct 19 | TDY Teledyne Technologies | 65Steady | +0.1% | −4% $6.02 vs $6.28 | +0.7 pts | +8.5% surprise Stock −5.6% next day | |
Tue Oct 20 | ELV Elevance Health | 67Steady | +0.1% | −36% $4.79 vs $7.45 | −3.0 pts | +20% surprise Stock +1.5% next day | |
Tue Oct 20 | GM General Motors | 93Raised | +1.2% | +3% $3.68 vs $3.57 | −7.7 pts | +12% surprise Stock +3.9% next day | |
Tue Oct 20 | VZ Verizon | 80Raised | +0.3% | −2% $1.28 vs $1.30 | −9.5 pts | +2.4% surprise Stock +1.5% next day | |
Tue Oct 20 | COF Capital One | 34Steady | 0% | −6% $5.47 vs $5.81 | −12.0 pts | +21% surprise Stock −2.9% next day | |
Tue Oct 20 | LMT Lockheed Martin | 64Steady | 0% | −5% $7.54 vs $7.94 | −4.0 pts | +10.0% surprise Stock −8.6% next day | |
Tue Oct 20 | CB Chubb Limited | 51Steady | 0% | −13% $6.31 vs $7.26 | −3.3 pts | +7.2% surprise Stock −6.0% next day | |
Tue Oct 20 | KO Coca-Cola Company (The) | 52Steady | 0% | −9% $0.88 vs $0.97 | −3.3 pts | +5.4% surprise Stock −0.5% next day | |
Tue Oct 20 | GE GE Aerospace | 56Steady | 0% | −1% $1.99 vs $2.02 | −9.4 pts | +8.6% surprise Stock −5.4% next day | |
Tue Oct 20 | NFLX Netflix | 30Steady | 0% | +2% $0.82 vs $0.80 | −13.4 pts | +1.3% surprise Stock −4.3% next day | |
Tue Oct 20 | NOC Northrop Grumman | 58Steady | 0% | −7% $7.17 vs $7.68 | −7.3 pts | +13% surprise Stock −0.3% next day | |
Tue Oct 20 | MMM 3M | 25Steady | 0% | 0% $2.39 vs $2.40 | −4.1 pts | +6.7% surprise Stock −0.7% next day | |
Tue Oct 20 | DHR Danaher Corporation | 62Steady | 0% | −2% $1.91 vs $1.94 | +2.6 pts | +4.9% surprise Stock +25.4% next day | |
Tue Oct 20 | GPC Genuine Parts Company | 35Steady | 0% | −5% $2.04 vs $2.15 | −8.9 pts | +3.4% surprise Stock +8.8% next day | |
Tue Oct 20 | HAL Halliburton | 58Steady | 0% | +7% $0.59 vs $0.55 | −12.9 pts | +2.2% surprise Stock −1.3% next day | |
Tue Oct 20 | SYF Synchrony Financial | 55Steady | 0% | −8% $2.38 vs $2.59 | −10.9 pts | +21% surprise Stock +1.0% next day | |
Tue Oct 20 | OMC Omnicom Group | 78Raised | +0.2% | +1% $2.67 vs $2.65 | −10.3 pts | −0.7% surprise Stock −11.7% next day | |
Tue Oct 20 | TXN Texas Instruments | 53Steady | 0% | +12% $2.40 vs $2.14 | +13.9 pts | +12% surprise Stock −5.5% next day | |
Tue Oct 20 | PHM PulteGroup | 11Cut | −0.5% | +7% $2.65 vs $2.48 | −7.9 pts | +5.1% surprise Stock −5.4% next day | |
Tue Oct 20 | DGX Quest Diagnostics | 36Steady | 0% | −9% $2.85 vs $3.12 | −4.8 pts | +11% surprise Stock +3.7% next day | |
Tue Oct 20 | KEY KeyCorp | 78Raised | +0.2% | +5% $0.46 vs $0.44 | −10.4 pts | +4.2% surprise Stock −10.2% next day | |
Tue Oct 20 | ISRG Intuitive Surgical | 41Steady | 0% | −6% $2.64 vs $2.80 | +9.2 pts | +13% surprise Stock +0.7% next day | |
Tue Oct 20 | EQT EQT Corporation | 5Cut | −1.8% | +15% $0.45 vs $0.39 | −6.0 pts | −5.4% surprise Stock +2.0% next day | |
Tue Oct 20 | NDAQ Nasdaq, Inc. | 24Steady | −0.1% | −5% $1.02 vs $1.07 | −5.9 pts | +8.7% surprise Stock +3.5% next day | |
Tue Oct 20 | EFX Equifax | 32Steady | 0% | −1% $2.22 vs $2.25 | −20.7 pts | +2.3% surprise Stock −14.4% next day | |
Tue Oct 20 | PNR Pentair | 70Raised | +0.1% | −5% $1.08 vs $1.14 | −13.2 pts | +1.8% surprise Stock −19.6% next day | |
Tue Oct 20 | MSCI MSCI Inc. | 26Steady | 0% | +2% $5.03 vs $4.94 | −4.3 pts | −1.0% surprise Stock −1.8% next day |
How to read this page
How it’s measured. The next two weeks of S&P 500 reports. Estimate changes compare full-year forecasts on Sep 27 with Aug 30.
Sources. Earnings and economic calendars and analysts’ estimates and ratings from Financial Modeling Prep.
The large number on each company is how its estimate change over the past month ranks against every S&P 500 company, from 0 to 100. The line beneath it is the estimate itself.
In our research, the drift after an earnings surprise is real but modest. Estimate changes describe what analysts think; they are not a forecast of the stock.
This page is information, not investment advice. About our data and methods ›