Earnings season is in full swing with reports this week from three of the so-called “Magnificent Seven” names — Tesla, Inc. (NASDAQ:TSLA), Microsoft Corp. (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) — plus defense primes, telecoms and more. 

Read on for the highlights of this week’s earnings calendar, analyst estimates and key metrics to watch. 

After Market Close:

Monday starts off fairly quietly, with only a few companies on the radar after the closing bell:

• Nucor Corp. (NYSE:NUE)
• AGNC Investment Corp. (NASDAQ:AGNC)
• Brown & Brown, Inc. (NYSE:BRO)

Before Market Open:

The spotlight will be on UnitedHealth Group Inc. (NYSE:UNH) when it releases Q4 results ahead of Tuesday’s opening bell. Analysts expect the health care giant to report earnings of $2.10 per share on revenue of a whopping $113.82 billion, according to estimates from Benzinga Pro. 

Investors will be watching UnitedHealth’s medical care ratio (MCR) to determine if elevated utilization in outpatient and physician services has begun to stabilize. 

Attention will also be focused on management’s 2026 financial guidance, specifically regarding the path to margin recovery and the impact of the company’s strategic decision to rebate Affordable Care Act profits.

The week gets cranking on Tuesday morning with the following companies also reporting before the market open: 

• United Parcel Service, Inc. (NYSE:UPS)
• Boeing Co. (NYSE:BA)
• NextEra Energy, Inc. (NYSE:NEE)
• RTX Corp. (NYSE:RTX)
• American Airlines Group Inc. (NASDAQ:AAL)
• General Motors Co. (NYSE:GM)
• Union Pacific Corp. (NYSE:UNP)
• Northrop Grumman Corp. (NYSE:NOC)
• HCA Healthcare, Inc. (NYSE:HCA)
• JetBlue Airways Corp. (NASDAQ:JBLU)

After Close:

Reporting after Tuesday’s closing bell will be:

• Texas Instruments Inc. (NASDAQ:TXN)
• Seagate Technology Holdings Plc (NASDAQ:STX)
• Nextpower Inc. (NASDAQ:NXT)

Before Market Open:

ASML Holding N.V. (NASDAQ:ASML) is set to release its fourth-quarter results ahead of Wednesday’s opening bell. Wall Street is looking for earnings of $8.86 per share on revenue of $11.11 billion, according to Benzinga Pro.

GE Vernova Inc. (NYSE:GEV) will also release its results on Wednesday morning, with analysts expecting EPS of $3 on revenue of $10.21 billion for the quarter. 

Also reporting on Wednesday morning are: 

• Starbucks Corp. (NASDAQ:SBUX)
• AT&T Inc. (NYSE:T)
• MSCI Inc. (NYSE:MSCI)
• Automatic Data Processing, Inc. (NASDAQ:ADP)
• Amphenol Corp. (NYSE:APH)
• Progressive Corp. (NYSE:PGR)
• Corning Inc. (NYSE:GLW)
• Elevance Health, Inc. (NYSE:ELV)
• General Dynamics Corp. (NYSE:GD)
• Danaher Corp. (NYSE:DHR)

After Market Close:

Three Mag 7 members are reporting after Wednesday’s closing bell:

• Tesla investors will focus on whether gross margins have stabilized or continue to slide under pressure from Chinese competition and the expiration of federal EV tax credits. The market will also be looking for concrete timelines for the cybercab robotaxi and updates on the transition of full self-driving (FSD) to a subscription-only model.

• Microsoft investors will prioritize Azure revenue growth to determine if AI demand is successfully driving cloud acceleration, The market will also closely scrutinize operating margins to evaluate whether aggressive AI capital expenditures and rising data-center energy costs are being balanced by efficiency gains.

The following companies will also report after Wednesday’s closing bell:

• ServiceNow, Inc. (NYSE:NOW)
• International Business Machines Corp. (NYSE:IBM)
• Lam Research Corp. (NASDAQ:LRCX)
• Waste Management, Inc. (NYSE:WM)
• Celestica Inc. (NYSE:CLS)
• Fair Isaac Corp. (NYSE:FICO)
• Southwest Airlines Co. (NYSE:LUV)
• Levi Strauss & Co. (NYSE:LEVI)

Before Market Open:

Another jam-packed day of earnings kicks off with the following companies reporting before Thursday’s market open:

• Mastercard Inc. (NYSE:MA)
• Caterpillar Inc. (NYSE:CAT)
• Lockheed Martin Corp. (NYSE:LMT)
• Altria Group, Inc. (NYSE:MO)
• SAP SE (NYSE:SAP)
• Honeywell International Inc. (NASDAQ:HON)
• Blackstone Inc. (NYSE:BX)
• Nasdaq, Inc. (NASDAQ:NDAQ)
• Thermo Fisher Scientific Inc. (NYSE:TMO)
• Royal Caribbean Cruises Ltd. (NYSE:RCL)
• Comcast Corp. (NASDAQ:CMCSA)

After Market Close:

Apple Inc. (NASDAQ:AAPL) will release its Q4 earnings after Thursday’s closing bell, with analysts expecting EPS of $2.67 on revenue of $138.42 billion, according to estimates from Benzinga Pro. 

Investors will be focused on whether the iPhone 17 product cycle has triggered the long-awaited “super cycle.” Analysts will look for clarity on how surging memory prices and approximately $1.4 billion in quarterly tariffs are impacting gross margins despite record-breaking revenue expectations.

Speaking of surging memory prices, Western Digital Corp. (NASDAQ:WDC) and SanDisk Corp. (SNDK) will also report on Thursday afternoon. 

Investors can also expect reports from:

• Visa Inc. (NYSE:V)
• KLA Corp. (NASDAQ:KLAC)
• Deckers Outdoor Corp. (NYSE:DECK)
• Stryker Corp. (NYSE:SYK)

Before Market Open:

Two of the largest U.S. oil companies, Exxon Mobil Corp. (NYSE:XOM) and Chevron Corp. (NYSE:CVX) will report on Friday morning. Investors will be listening for 2026 production guidance and any commentary regarding Venezuela following the removal of Nicolas Maduro.

The following companies will close out the week, reporting before Friday’s opening bell: 

• SoFi Technologies, Inc. (NASDAQ:SOFI)
• American Express Co. (NYSE:AXP)
• Verizon Communications Inc. (NYSE:VZ)
• Colgate-Palmolive Co. (NYSE:CL)
• Canadian National Railway Co. (NYSE:CNI)
• Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)

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