Earnings season continues to deliver a dense calendar of corporate reports, with a significant group of large-cap names slated to publish results on Tuesday. Market participants will be watching releases from health care, energy, semiconductor, aerospace and industrial companies that together offer a cross-section of economic activity.
The list of companies set to report is led by UnitedHealth Group, NextEra Energy and Texas Instruments, followed by major industrial and defense firms such as Boeing and Raytheon Technologies. Below, the scheduled estimates are grouped into companies reporting before the market opens and those reporting after the close.
Earnings before the open
- UnitedHealth Group (UNH) - Estimated EPS: $2.12, Estimated Revenue: $113.77B
- NextEra Energy Inc (NEE) - Estimated EPS: $0.5571, Estimated Revenue: $6.78B
- Boeing Co (BA) - Estimated EPS: -$0.4532, Estimated Revenue: $22.4B
- United Tech (RTX) - Estimated EPS: $1.47, Estimated Revenue: $22.69B
- Union Pacific (UNP) - Estimated EPS: $2.87, Estimated Revenue: $6.12B
- HCA Holdings Inc (HCA) - Estimated EPS: $7.45, Estimated Revenue: $19.67B
- Northrop Grumman (NOC) - Estimated EPS: $6.99, Estimated Revenue: $11.61B
- Sysco Corp (SYY) - Estimated EPS: $0.9768, Estimated Revenue: $20.78B
- Roper Industries (ROP) - Estimated EPS: $5.14, Estimated Revenue: $2.08B
- United Parcel (UPS) - Estimated EPS: $2.2, Estimated Revenue: $23.96B
- Paccar Inc (PCAR) - Estimated EPS: $1.07, Estimated Revenue: $6.03B
- Kimberly Clark (KMB) - Estimated EPS: $1.81, Estimated Revenue: $4.09B
- Synchrony Fin (SYF) - Estimated EPS: $2.04, Estimated Revenue: $3.84B
- Atlas Copco AB (ATLKY) - Estimated EPS: $0.1557, Estimated Revenue: $4.66B
- Atlas Copco (ATLCY) - Estimated EPS: $0.1557, Estimated Revenue: $4.66B
- Sandvik AB (SDVKY) - Estimated EPS: $0.3584, Estimated Revenue: $3.42B
- Invesco Ltd (IVZ) - Estimated EPS: $0.5722, Estimated Revenue: $1.24B
- American Airlines Group (AAL) - Estimated EPS: $0.3848, Estimated Revenue: $14.04B
- Polaris Industries (PII) - Estimated EPS: $0.0501, Estimated Revenue: $1.81B
- Applied Industrial Technologies (AIT) - Estimated EPS: $2.49, Estimated Revenue: $1.17B
- Commvault System (CVLT) - Estimated EPS: $0.9807, Estimated Revenue: $299.05M
- Popular Inc (BPOP) - Estimated EPS: $3.03, Estimated Revenue: $831.74M
- Community Bank System Inc (CBU) - Estimated EPS: $1.13, Estimated Revenue: $212.85M
- First BanCorp New Common Stock (FBP) - Estimated EPS: $0.5068, Estimated Revenue: $256.2M
- BBCN Bancorp (HOPE) - Estimated EPS: $0.2525, Estimated Revenue: $142.9M
- Jet Blue (JBLU) - Estimated EPS: -$0.4593, Estimated Revenue: $2.22B
- World Acceptance (WRLD) - Estimated EPS: $0.78, Estimated Revenue: $133.49M
- Camden National (CAC) - Estimated EPS: $1.32, Estimated Revenue: $66.17M
- Capital City Bank (CCBG) - Estimated EPS: $0.8867, Estimated Revenue: $64.65M
- Provident Financial Holdings (PROV) - Estimated EPS: $0.335, Estimated Revenue: $10.5M
- Sage Group PLC (SGPYY) - Estimated EPS not available, Estimated Revenue not available
Earnings after the close
- Texas Instru (TXN) - Estimated EPS: $1.29, Estimated Revenue: $4.45B
- Seagate Technology (STX) - Estimated EPS: $2.79, Estimated Revenue: $2.73B
- Packaging Corp (PKG) - Estimated EPS: $2.45, Estimated Revenue: $2.44B
- Boston Ppty (BXP) - Estimated EPS: $0.4907, Estimated Revenue: $861M
- Nextracker (NXT) - Estimated EPS: $0.70, Estimated Revenue: $745.13M
- F5 Networks Inc (FFIV) - Estimated EPS: $3.65, Estimated Revenue: $755.96M
- Ppg Industries (PPG) - Estimated EPS: $1.58, Estimated Revenue: $3.78B
- Manhattan Associa (MANH) - Estimated EPS: $1.13, Estimated Revenue: $264.68M
- Logitech International S.A.-Exch (LOGI) - Estimated EPS: $1.74, Estimated Revenue: $1.4B
- UMB Financial Corp (UMBF) - Estimated EPS: $2.7, Estimated Revenue: $677.77M
- K12 Inc (LRN) - Estimated EPS: $2.01, Estimated Revenue: $627.9M
- Qorvo Inc (QRVO) - Estimated EPS: $1.86, Estimated Revenue: $988.69M
- Greif Bros Corp (GEF) - Estimated EPS: $0.67, Estimated Revenue: $1.01B
- Greif Bros Corp B (GEFb) - Estimated EPS: $0.67, Estimated Revenue: $1.01B
- Enova International Inc (ENVA) - Estimated EPS: $3.17, Estimated Revenue: $838.59M
- Renasant Corp (RNST) - Estimated EPS: $0.78, Estimated Revenue: $275.85M
- Provident Financial Services Inc (PFS) - Estimated EPS: $0.555, Estimated Revenue: $225.35M
- WesBanco (WSBC) - Estimated EPS: $0.85, Estimated Revenue: $265.53M
- National Bak Hld (NBHC) - Estimated EPS: $0.8163, Estimated Revenue: $107.48M
- QCR Holdings (QCRH) - Estimated EPS: $1.99, Estimated Revenue: $106.87M
- First Commonwealth Financial Corp (FCF) - Estimated EPS: $0.4167, Estimated Revenue: $135.63M
- Trustmark Corp (TRMK) - Estimated EPS: $0.9109, Estimated Revenue: $206.64M
- HAFC (HAFC) - Estimated EPS: $0.7025, Estimated Revenue: $71.4M
- Orrstown Financial (ORRF) - Estimated EPS: $1.06, Estimated Revenue: $63.95M
- Flushing Financial (FFIC) - Estimated EPS: $0.35, Estimated Revenue: $62.27M
- Shore Bancshares (SHBI) - Estimated EPS: $0.4673, Estimated Revenue: $57.97M
- Bridgewater Bancshares Inc (BWB) - Estimated EPS: $0.41, Estimated Revenue: $38.08M
The companies reporting before the open include major insurers, energy utilities, airlines, industrials and defense contractors; those reporting after the close span semiconductors, storage hardware, packaging and a range of regional and community banks. The scheduled estimates above present consensus expectations for earnings per share and revenue; the actual releases will determine whether each company meets, exceeds or falls short of those estimates.
For market participants following the sequence of reports, the morning slate led by UnitedHealth Group and NextEra Energy offers data points tied to health care and energy, while the after-hours releases led by Texas Instruments and Seagate Technology bring semiconductor and storage-sector metrics into focus. Aerospace and defense names such as Boeing and Raytheon Technologies are also among the results that could inform investor views on transportation and defense spending.
Investors and analysts commonly parse these quarterly results for guidance on demand trends, cost pressures and revenue trajectories across sectors. The breadth of companies reporting Tuesday means the results could feed into sector rotation decisions and individual stock moves, depending on how each report lines up with the estimated EPS and revenue figures listed above.
Because some smaller regional banks and specialized industrial firms also report, the earnings calendar provides a mix of macro-relevant data from large caps and more idiosyncratic results from niche operators. That mix can offer both broad and granular insight for market participants tracking quarterly performance.
If estimates are not available for a given company, that fact is noted alongside the company name in the schedule above.
Key points
- Tuesday's earnings calendar features major companies across health care, energy, semiconductors, aerospace and industrials, offering cross-sector data for investors.
- Consensus estimates for EPS and revenue are provided for each scheduled report to set expectations ahead of results.
- The mix of large-cap and smaller regional names means both macro and idiosyncratic information will become available as reports are released.
Risks and uncertainties
- Actual results could diverge from the listed consensus estimates, creating stock-specific volatility for companies that miss or beat projections - this applies across the sectors represented.
- Some companies do not have estimates available, which adds uncertainty for those reports and can complicate market expectations for those names.
Market participants should review each release in the context of the estimates listed above and incorporate the reported outcomes into their sector and stock-level analysis. The schedule provides a framework for monitoring earnings flow and assessing where near-term market reactions may emerge.