US Markets: Upcoming Earnings

🗓️ Earnings: May 5, 2026

AMD's operating profit has made an impressive leap thanks to strong demand for processors and new artificial intelligence contracts. Investors' focus will be on data center spending trends and the company's ability to meet high market expectations.

🗓️ Earnings: April 30, 2026

Caterpillar's revenue has grown rapidly on the back of the data center construction boom, but profitability has been pressured by higher production costs and tariffs. It will be interesting to see if the company can keep costs under better control in the new quarter.

🗓️ Earnings: May 4, 2026

Demand for Palantir's artificial intelligence platforms has grown explosively, leading to an extraordinary rise in operating profit. With market expectations set very high, it will be closely watched whether the company can demonstrate the addition of new enterprise customers.

🗓️ Earnings: May 5, 2026

Arista Networks is one of the clear winners of the artificial intelligence boom, with growth driven by investments in network infrastructure by large cloud service providers. In the results, it is important to monitor the persistence of data center demand and profit margins.

🗓️ Earnings: May 6, 2026

AppLovin's operating profit has shown strong growth thanks to AI-driven ad sales. However, management stock sales and regulatory issues have created uncertainty, putting the focus on the company's future stability.

🗓️ Earnings: May 1, 2026

Exxon Mobil's profits have been pressured by lower oil prices and weaker chemical industry margins, although production volumes have reached record levels. Investors will be watching to see if increased production volumes can better offset the lower prices.

🗓️ Earnings: April 30, 2026

Western Digital's growth has been supported by strong demand for high-capacity hard drives in AI data centers. In the results, it is worth watching whether the company can improve its cost efficiency and maintain pricing power.

🗓️ Earnings: April 30, 2026

Parker-Hannifin's profit growth has been supported by strong demand for aerospace spare parts and successful cost management. For the upcoming results, it will be interesting to see if the recovery in the industrial business continues and supports the company's further expansion.

🗓️ Earnings: April 30, 2026

Altria Group's profitability has been pressured by the decline in traditional cigarette sales and challenges in the e-cigarette market. The focus is on the company's progress in launching smoke-free products and its ability to maintain stable cash flow.

🗓️ Earnings: May 6, 2026

Marriott's operating profit growth has slowed slightly, reflecting a cooling of the US and Canadian business travel market. However, the company is supported by new hotels and strong franchise fees. It is worth monitoring global travel demand and occupancy trends.

🗓️ Earnings: May 5, 2026

Electronic Arts' profits have been heavily impacted by high marketing and development costs associated with launching new games. Investors' attention will be on the company's ability to turn these investments into successful sales growth in the new quarter.

🗓️ Earnings: April 30, 2026

Trane Technologies' profit growth has slowed due to weakness in the housing market, although the commercial HVAC segment remains strong. In the results, it is important to watch whether the company can revitalize its business with the support of new credit agreements.

🗓️ Earnings: April 30, 2026

Quanta Services is enjoying a record backlog of orders thanks to the construction of power grids and data centers. As recent acquisitions have increased costs in the short term, the company's ability to successfully integrate the new businesses will now be monitored.

🗓️ Earnings: May 4, 2026

Williams Companies has shown strong growth thanks to new natural gas projects in the Gulf of Mexico and pipeline expansions. The focus is on the progress of new infrastructure projects and their impact on the company's long-term cash flow.

🗓️ Earnings: May 5, 2026

Cummins' profit has returned to growth thanks to successful pricing and strong demand for data center backup power systems. It will be interesting to see if this can continue to offset weaker demand in the traditional truck market.

🗓️ Earnings: May 6, 2026

Johnson Controls has made an impressive turnaround thanks to explosive demand for data center cooling systems. In the results, it is worth watching whether the order growth stemming from the AI boom remains as strong.

🗓️ Earnings: April 30, 2026

Monolithic Power Systems' growth has so far been driven by strong demand in the automotive and communications sectors. As the market now also expects a revival in sales of power chips for AI data centers, the focus is on the company's broader growth potential.

🗓️ Earnings: April 30, 2026

Valero Energy has shown exceptionally strong profit growth thanks to high refining margins and record production volumes. Investors will be watching to see if the company can maintain similar efficiency in a changing market environment.

🗓️ Earnings: April 30, 2026

Royal Caribbean's profit has continued to grow supported by cost control, although the post-pandemic travel boom has begun to normalize. In the results, it is important to monitor booking volumes and pricing power for the upcoming season.

🗓️ Earnings: April 30, 2026

Bristol Myers Squibb's profit has been supported by the success of new drugs and strict cost control, which helps offset the sales decline of older products. The focus is on the company's further drug development and the impact of regulatory decisions on future plans.

🗓️ Earnings: April 30, 2026

Building materials manufacturer CRH is showing excellent momentum, driven by large US infrastructure projects and favorable pricing. In the results, it is worth watching whether public investments can continue to compensate for the weakness in the residential construction market.

🗓️ Earnings: May 4, 2026

Berkshire Hathaway's operating profit has recently been pressured by weaker results in the insurance business and increased claims. Investors' attention will be on the performance of the company's giant investment portfolio and potential new capital deployments.

🗓️ Earnings: April 30, 2026

Eli Lilly continues its strong growth thanks to its highly popular weight-loss drugs. As early demand for the new oral drug has raised questions, the company's ability to expand its market share and maintain high margins will be closely watched.

🗓️ Earnings: April 30, 2026

Xcel Energy has shown decent profit growth, but the company's outlook is clouded by potential legal costs related to the Texas wildfires. The focus is on the company's ability to manage legal risks and maintain a stable core business.

🗓️ Earnings: April 30, 2026

Cardinal Health's strong performance in the last quarter was driven by the pharmaceutical segment and demand for weight-loss drugs. As management has warned of slowing growth, the company's future forecasts and cost efficiency will now be carefully monitored.

🗓️ Earnings: May 6, 2026

Real estate trust Ventas is experiencing strong growth momentum thanks to improving occupancy and pricing in the senior housing segment. In the results, it will be interesting to see if the strengthening cash flow and recent dividend increase are confirmed by the new quarter's numbers.