Prepare. The earnings season is selecting up steam. Greater than two dozen S & P 500 corporations are set to report this week. Amongst them are Netflix, Intel and United Airways. The fourth-quarter reporting interval bought off to an uneven begin final week. Goldman Sachs, Financial institution of America and JPMorgan Chase all topped analyst expectations. However solely Goldman posted a weekly acquire. Regardless, FactSet senior earnings analyst John Butters thinks Wall Road remains to be headed for a robust earnings season. Fourth-quarter earnings are prone to develop by not less than 14% from the identical interval a 12 months in the past, he stated in a be aware Friday. All occasions ET. Tuesday Netflix is about to report earnings following the market shut, with a name set for 4:45 p.m. Final quarter: NFLX shares dropped after the corporate’s backside line missed expectations . This quarter: Analysts polled by LSEG count on the streamer’s earnings grew by practically 30% 12 months over 12 months. What to look at: Wall Road will hold a watch for updates on the corporate’s negotiations with Warner Bros. Discovery on the acquisition of its streaming and movie property. What historical past exhibits: Knowledge from Bespoke Funding Group exhibits Netflix beats earnings expectations 81% of the time. United Airways is about to report earnings postmarket. A convention name with administration and analysts is slated for the next day at 10 a.m. Final quarter: UAL earnings beat expectations, as did the corporate’s bottom-line steering . This quarter: LSEG knowledge exhibits analysts on common count on a roughly 10% decline in earnings from a 12 months in the past. What to look at: UBS expects the airline’s earnings to beat expectations, noting final week: “The federal government shutdown for a portion of 4Q drove [a] shortfall at DAL. Nonetheless, our estimate for UAL implies that its EPS is simply -7.5% under the mid-point of its preliminary vary as UAL usually leaves some cushion in its outlooks for surprising occasions.” What historical past exhibits: United Airways earnings have exceeded expectations each quarter since late 2022, Bespoke knowledge exhibits. Wednesday Johnson & Johnson is about to report earnings earlier than the open. A name with administration is about for 8:30 a.m. Final quarter: JNJ stated it might spin off its orthopedics enterprise, including it anticipated gross sales to develop greater than 5% in 2026 . This quarter: The pharmaceutical large’s earnings are anticipated to have grown by round 10%, LSEG knowledge exhibits. What to look at: “On the earnings name, we might be on the lookout for coloration on: 1) administration’s confidence within the LT progress outlook; 2) immunology market dynamics, the place JNJ has secured a rising new foothold; 3) a number of myeloma dynamics, following current apply altering knowledge from TecDar (Tecvayli + Darzalex mixture) that underscores the corporate’s strengthening management on this area); 4) coloration on 2026 new launches … ; 5) MedTech section issues (…which we be aware have been much less necessary for current inventory efficiency …) and the standing of the current repositioning of the MedTech section towards larger progress classes; 6) [Business Development] urge for food (with JNJ having the trade’s highest stability sheet capability), and seven) any Talc litigation commentary,” Goldman Sachs wrote to purchasers final week. The funding financial institution has a purchase ranking on J & J. What historical past exhibits: J & J has crushed earnings expectations 96% of the time, in response to Bespoke. However the inventory averages only a 0.3% advance the subsequent buying and selling day. Thursday Intel is about to report earnings after the closing bell, adopted by a convention name at 5 p.m. Final quarter: In its first report for the reason that U.S. authorities took a stake within the firm, INTC posted better-than-expected gross sales. This quarter: The chipmaker is predicted to report that year-over-year earnings fell by greater than 35%, in response to LSEG. What to look at: Jefferies raised its value goal on Intel to $45 final week, however the funding financial institution is not enthused heading into this earnings report. “All collectively, we count on commentary on the total 12 months to be comparatively disappointing as tightness in capability prevents absolutely monetizing GP Servers, whereas PCs are weak and margins stay pressured all through the stability of the 12 months,” Jefferies, which charges Intel a maintain, wrote. What historical past exhibits: Intel has fallen on three of the previous 4 earnings days, together with an 8.5% drop after the second-quarter 2025 report got here out. Freeport-McMoRan is about to report earnings earlier than the open. A name with administration follows at 10 a.m. Final quarter: FCX earnings beat expectations as capital expenditures got here in under estimates. This quarter: The copper miner is predicted to put up slight declines in earnings and income, in response to LSEG. What to look at: Power in metals has pushed up the inventory about 40% over the previous three months. Wall Road will look to this earnings report for indicators that momentum can proceed. What historical past exhibits: Freeport-McMoRan has topped earnings estimates in eight of the previous 9 quarters. Capital One is about to report earnings after the inventory market closes. A name with administration is slated for five p.m. Final quarter: COF reported better-than-expected income and earnings, sending the top off greater than 1%. This quarter: The bank card issuer’s earnings are anticipated to have grown by greater than 30%, LSEG exhibits. What to look at: Capital One took a beating lately after President Donald Trump floated the concept of a ten% bank card rate of interest cap for one 12 months. Traders will search for clues on how the financial institution plans to navigate that White Home proposal. What historical past exhibits: Knowledge from Bespoke exhibits Capital One beats earnings estimates 90% of the time.
Netflix revises its supply for Warner Bros. Discovery to make it an all-cash transaction
Netflix is revising its $72 billion supply for Warner Bros. Discovery to make it an all-cash transaction, sweetening…
