Stock Markets January 23, 2026

Monday Earnings Preview: Nucor, American Capital Agency, and Crane Among Major Companies Reporting

Key financial results expected from diverse sectors including steel, banking, and real estate investment

By Leila Farooq NUE AGNC CR WAL BRO
Monday Earnings Preview: Nucor, American Capital Agency, and Crane Among Major Companies Reporting
NUE AGNC CR WAL BRO

As the earnings season presses onward, investors anticipate detailed financial disclosures on Monday from a variety of prominent companies. Noteworthy among these are industrial giant Nucor, real estate investment trust American Capital Agency, and manufacturing firm Crane. Alongside these, several banks and financial services firms are set to unveil their quarterly metrics, providing insights into sector performance across the economy.

Key Points

  • Multiple significant companies across sectors including steel production, financial services, and real estate investment are scheduled to release earnings on Monday.
  • Pre-market and post-market earnings estimates provide insight into expected profitability and revenue generation of various banks and industrial firms.
  • The earnings data from large-cap companies like Nucor and American Capital Agency will give investors important signals about industrial and real estate market health.

The upcoming trading day is set to feature a slate of earnings announcements from prominent companies spanning various industries. Investors and market watchers should prepare for the financial disclosures expected from several large-cap firms, with Nucor, American Capital Agency, and Crane leading the charge among them.

Additional companies with considerable market presence such as Western Alliance BanCorp and Brown & Brown are also slated to reveal their quarterly results, contributing to the diverse mix of sectors represented in Monday's earnings reports.

Pre-Market Earnings Estimates

Ahead of the opening bell, a number of regional banks and capital firms are scheduled to report. Bank of Hawaii Corp is projected to earn $1.26 per share on revenue approximating $184.83 million, while Dynex Capital Inc has an estimated earnings per share (EPS) of $0.3816 and revenues near $62.38 million. Other banking institutions reporting pre-market include Hbt Financial Inc, with an EPS predicted at $0.638 on $61.02 million revenue, and WSFS Financial Corp, expected to post EPS of $1.23 with revenues around $267.36 million.

In the manufacturing sector, Steel Dynamics is anticipated to report an EPS of $1.89 supported by substantial revenue of roughly $4.59 billion. Meanwhile, Lakeland Financial and Bank of Marin Ban each prepare to share their earnings, forecasting EPS figures of about $1.06 and $0.4967 respectively.

Post-Market Earnings Expectations

The after-hours session will see a broader spectrum of financial institutions and industrial companies report. Notably, firms such as Firstsun Capital Bancorp and Triumph Bancorp expect EPS estimates of $0.8475 and $0.296 respectively, with revenues over $100 million. First Bank, RBB Bancorp, and South Plains Financial Inc also have close EPS estimates around $0.49 to $0.875.

Among mid-cap banks like Northwest Bancshares and NBT Bancorp, EPS projections range near $0.30 to $0.98 accompanied by revenues exceeding $170 million. Smaller financial entities including Five Star Bancorp and Home Bancorp forecast earnings surpassing $0.75 and $1.39 per share, respectively.

Industrial and manufacturing firms will also contribute to the day's reports. For instance, Sanmina-SCI Corp is estimated to post EPS of $1.64 on revenues of $2.12 billion. Crane Company projects an EPS of $1.53 supported by nearly $625 million revenue. Steelmaker Nucor expects to reveal an EPS near $1.97 with revenue close to $7.93 billion.

In financial services and insurance, Western Alliance BanCorp and Wr Berkley Corp forecast earnings per share of $2.39 and $1.13 respectively, accompanied by revenues of $913.4 million and $3.19 billion. Brown & Brown anticipates EPS around $0.91 with revenue approximately $1.65 billion.

Real estate investment trust American Capital Agency projects earnings per share of about $0.37 on revenues around $940.76 million, while Alexandria Real Estate Equities expects an EPS of $0.28 with revenue exceeding $620 million.

Smaller firms such as Eagle Financial Services, Agilysys, and Graco Inc are also due to report, forecasting earnings from roughly $0.45 to $0.87 per share on revenues ranging between $20 million and nearly $600 million.

Investors looking to track market-moving earnings can utilize real-time updates spanning throughout the day. These reports provide vital data that could influence sector performance and broader market indices.

Risks

  • Earnings estimates are projections and actual results could diverge, adding uncertainty to market expectations, impacting banking and industrial sectors.
  • Market reactions to the financial reports might contribute to volatility in equity prices, especially for companies with large market capitalizations like Nucor and Western Alliance BanCorp.
  • Limited information on qualitative business factors in earnings releases could pose challenges to fully assessing company prospects for sectors such as insurance and manufacturing.

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