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Earnings season kicks off in earnest this week. The calendar runs from today through Friday, with the biggest names arriving at the end.
Levi Strauss opened proceedings today with its Q3 2026 call at 5pm ET. Constellation Brands also reported this morning. The beer and spirits group held its Q2 fiscal 2027 call at 8am.
Tomorrow brings two marquee prints. PepsiCo reports Q3 results at 8:15am ET. The $171 billion consumer giant faces questions about volume trends in a cost-pressured market. Tesco reports its first-half 2027 results in London at the same time. Helen of Troy also drops Q2 numbers on Wednesday morning.
Thursday is Delta's day. Delta Air Lines releases Q3 results at 12:30pm ET. Travel demand data will be watched closely.
Friday is when the real firepower arrives. JPMorgan Chase, Goldman Sachs, Wells Fargo, and Citigroup all report Q3 earnings on Monday October 13. Johnson & Johnson and UnitedHealth Group join them the same morning.
UnitedHealth carries extra weight. Medicare Advantage penetration hit 51.1% in June 2026, a record high since the series began in 2013, according to ORTEX Alt Data. That backdrop matters for UNH's managed care numbers.
No IPOs are scheduled to price this week.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data and reviewed by the ORTEX team. Content is informational only and does not constitute investment advice.