Copyright The Street
There’s been a lot of hand-wringing about earnings and future earnings whether financial markets can weather a stormy economy that’s generating layoffs. The fact is the earnings have been strong especially in sectors where growth and profits are nearly extreme: Big technology, financials, industrials, and utilities. About 91% of companies in the S&P 500 Index had reported third-quarter earnings by Friday, and 82% of those had beat earnings-per-share estimates, according to FactSet. It looks as if companies are showing 13.1% earnings growth, FactSet said Friday. And the big players in these sectors have enough pricing-and-profit-generating power that, so far, they’ve been able to absorb the blows from the Trump tariffs and whatever else the economy may throw at them. So, Micron Technology is up 183% this year. Western Digital is up 262%. Nvidia is up 40%. Microsoft is up 17.9% . But the inability to control product prices or the operating environment can squeeze results. So, Campbell Soup is down 26.6% in 2025. Lululemon Athletica is off 56.6% as it struggles to get new apparel designs to retailers. Constellation Brands is off 42.2% because alcohol consumption is falling. Chipotle Mexican Grill is off 49.3%; consumers are spending less freely than before. Which brings us to the week of Nov. 10, when some 1,000 companies report results. They include such well-known tech companies as Cisco Systems, Walt Disney, and Applied Materials. Here are some of the companies reporting this week: Monday Barrick Mining. Before the open. Canadian gold mining company. Market cap: $55.4 billion. Revenue estimate: $4.3 billion, up 27.8% from a year ago. Earnings estimate: 59 cents, up 96.7% from a year ago. CoreWeave. After the close. The company develops cloud technology and data centers. Market cap: $53.4 billion. Revenue estimate: $1.28 billion. Earnings estimate: -52 cents a share. Occidental Petroleum. After the close. Market cap: $40.1 billion. One of Berkshire Hathaway’s larger holdings. Revenue estimate: $6.71 billion, down 6.3% from a year ago. Earnings estimate: 50 cents a share, down 50% from a year ago. AST Space Mobile. After the close. Designer and manufacturer of satellites. Market cap: $24.5 billion. Revenue estimate: $21.5 million, up 1,856%. Earnings: -23 cents. Paramount Skydance. After the close. Broadcasting/entertainment company and operator of CBS TV network. Market cap: $16.5 billion. Revenue estimate: $6.93 billion. Earnings estimate: 43 cents. Tuesday Sony Group. Before the open. Japanese electronics and technology conglomerate. Market cap: $166 billion. Revenue estimate: $20 billion, up 2.7%. Earnings estimate: 33 cents, down 10.8%. Sea Limited. Before the open. Singapore-based tech conglomerate. Market cap: $87.2 billion. Revenue estimate: $5.76 billion, up 33%. Earnings estimate: 87 cents, up 263%. Alcon Group. After the close. Swiss-based maker of eyecare products. Market cap: $36.4 billion. Revenue estimate: $2.6 billion. Earnings estimate 82 cents, up 1.2%. AngloGold Ashanti. AU. Before the open. South African-based gold producer. Market cap: $34.8 billion. Revenue estimate: $2.53 billion, up 69.8%. Earnings estimate: $1.33, up 137.5%. Oklo Inc. After the close. Nuclear technology developer. No revenue or earnings yet. Stock up 430% in 2025. Wednesday Cisco Systems. after the close. Developer of networking and ai technologies. Market cap: $279.4 billion. Revenue estimate: $14.8 billion, up 6.8%. Earnings estimate 91 cents. TransDigm Group. Before the open. Maker of aircraft components. Market cap: $71.7 billion. Revenue estimate: $2.4 billion, up 10%. Earnings estimate $9.88, up 51%. Manulife Financial. After the close. Canadian insurance and financial services company. Market cap: $56 billion. Earnings estimate: 74 cents, up 1.4%. Flutter Entertainment. Online gaming. Market cap: $38.6 billion. Revenue estimate: $3.27 billion. Earnings estimate: 39 cents. Tencent Music Entertainment Group. Before the open. Chinese entertainment company. Market cap: $33.7 billion. Revenue estimate: $1.1 billion, up 11%. Earnings estimate: 20 cents, up 25%. Thursday Walt Disney Company. Before the open. Entertainment giant. Market cap: $198.8 billion. Revenue estimate: $22.8 billion, up 1.1%. Earnings estimate: $1.03, down 9.65%. Applied Materials. After the close. Chip-equipment manufacturer. Market cap: $181.1 billion. Market cap: $16.5 billion. Revenue estimate: $6.7 billion, down 5.1%. Earnings estimateL $2.11, down 9.1%. JD.Com. Before the open. Chinese e-commerce company. Market cap: $44.6 billion. Revenue estimate: $441.3 billion, up 11.4%. Earnings estimate: 34 cents, up 72.6%. Dillards Inc. Before the open. Department store operator. Market cap: $9.38 billion. Revenue estimate: $1.43 billion, down 0.1%. Earnings estimate: $6.29, down 18.6%. Friday Mitsubishi UFJ Financial Group. MUFG. Before the open. Financial services giant. Market cap: $172 billion. Earnings estimate: 34 cents, down 15%. Klarna Group. British financial services company. Market cap: $886.5 million. Earnings estimate: -33 cents.
