It’s about that time. Nearly 28 S&P 500 companies are scheduled to report earnings this week, including major banks such as JPMorgan Chase and Goldman Sachs, as well as Netflix and Johnson & Johnson. These reports arrive at a pivotal moment for investors, with the stock market near record highs amid geopolitical tensions and potential Federal Reserve rate adjustments. Analysts estimate S&P 500 profits rose 23.3% year-over-year in Q2, which would mark two consecutive quarters of earnings per share growth exceeding 20%. Earnings are released at various times Eastern Time. Tuesday, Bank of America will report earnings before the market opens, followed by a conference call at 8:30 a.m.; last quarter’s results exceeded expectations driven by strong equities trading revenue, and this quarter’s earnings are projected to grow over 25% year-over-year according to LSEG. Analysts anticipate positive net interest income tracking toward the high end of management’s 6%-8% FY26 outlook, supported by asset repricing and balance sheet growth. Historically, Bank of America has beaten earnings estimates 81% of the time, with shares rising after two of the last three releases. JPMorgan Chase will report earnings premarket, with a conference call at 8:30 a.m.; last quarter’s results were boosted by strong trading revenue, and this quarter’s earnings are expected to grow about 10% year-over-year. Analysts highlight asymmetric risk/reward, citing potential upside from operating leverage and franchise scale. JPMorgan shares have declined after the past four earnings releases; can the bank break the streak? Goldman Sachs will report earnings before the market opens, followed by a call at 9:30 a.m.; last quarter’s earnings beat expectations thanks to record equities trading revenue, and this quarter’s earnings are projected to grow over 30% year-over-year. Analysts expect revenue strength and forward guidance to boost the stock. Historically, Goldman has topped estimates 87% of the time. Morgan Stanley will report earnings before the market opens, with a call at 8:30 a.m.; last quarter’s results exceeded estimates, driven by a $1 billion increase in trading revenue, and this quarter’s earnings are expected to surge more than 35% year-over-year. Analysts note favorable market conditions supporting wealth management and institutional securities growth. Historically, Morgan Stanley shares have risen after seven of the last eight releases. Johnson & Johnson will report earnings before the bell, with a call at 8:30 a.m.; last quarter’s earnings beat expectations despite a decline in Stelara sales, and this quarter’s earnings and revenue are expected to expand slightly year-over-year. Analysts highlight strong performance of key products and upcoming launches. Historically, J&J has exceeded estimates 95% of the time, though shares have fallen after some recent releases. UnitedHealth will report earnings ahead of the open, with a call at 8:00 a.m.; last quarter’s results topped expectations and the company raised its 2026 profit outlook, and this quarter’s earnings are projected to grow nearly 20% year-over-year. Analysts see AI investments delivering $1 billion in cost savings by 2026. Historically, UnitedHealth has been volatile on earnings days. Netflix will report earnings after the market close, with a call at 4:45 p.m.; last quarter’s guidance was reiterated and co-founder Reed Hastings stepped down from the board, and this quarter’s earnings are expected to rise about 10% year-over-year. Analysts caution about engagement growth and subscriber trends amid price increases, but note strong internal engagement metrics. Historically, Netflix shares have fallen after the last four releases, though they have beaten estimates 81% of the time.
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