Eight large US groups due to report over the next 14 days
Oracle, Adobe and Kroger are among eight large US companies scheduled to report between Sep 8 and Sep 17, with earnings releases clustered around mid-September.
Eight large US companies are due to report over the next 14 days, with several of the largest names clustered around Sep 10 and Sep 11. The schedule spans software, retail, leisure and industrial services, giving investors a mixed read on demand, spending and operating trends.
Early reports on Sep 8 and Sep 10
Sunbelt Rentals Holdings Inc is scheduled for Sep 8, while Casey's General Stores, Inc. is set to report after the close the same day. Oracle Corporation, Adobe Inc. and Copart, Inc. all report on Sep 10 after the close. The consensus EPS figures listed in the digest are 1.74 for Oracle, 6.08 for Adobe and 0.38 for Copart.
Because the digest provides consensus EPS but not the reported numbers, these comparisons remain pending until the companies publish results. That means any assessment of whether the reported figures come in above or below consensus will depend on the earnings releases themselves.
Retail, leisure and logistics later in the cycle
Kroger Co. is due on Sep 11 before the open, with a consensus EPS of 1.05. Lennar Corporation Class A follows on Sep 16 after the close, and Carnival Corporation Ltd. reports on Sep 17, with timing not stated in the digest. These releases will add more data on consumer behaviour, housing activity and travel demand, though no guidance or commentary is included here.
| Company | Date | EPS estimate | Market cap |
|---|---|---|---|
| ORCL — Oracle Corporation | Sep 10 | 1.74 | 457 Mr$ |
| ADBE — Adobe Inc. | Sep 10 | 6.08 | 106 Mr$ |
| KR — Kroger Co. | Sep 11 | 1.05 | 36 Mr$ |
| CCL — Carnival Corporation Ltd. | Sep 17 | 1.35 | 32 Mr$ |
| CPRT — Copart, Inc. | Sep 10 | 0.38 | 31 Mr$ |
| SUNB — Sunbelt Rentals Holdings Inc | Sep 8 | 1.04 | 28 Mr$ |
| CASY — Casey's General Stores, Inc. | Sep 8 | 6.78 | 28 Mr$ |
| LEN — Lennar Corporation Class A | Sep 16 | 1.3 | 20 Mr$ |
What the schedule says about market attention
The biggest market capitalisations in the group are Oracle at 457 Mr$ and Adobe at 106 Mr$, followed by Kroger at 36 Mr$ and Carnival at 32 Mr$. The remaining names, including Copart, Sunbelt Rentals, Casey's General Stores and Lennar, are smaller but still closely watched in their respective sectors. With earnings dates spread across one week, the next two weeks should deliver a steady sequence of company-specific updates rather than a single event.
Note: a reported figure and its consensus do not always use the same measure (GAAP or adjusted), so the difference in the table is indicative. Not investment advice.
Sources
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