Most Anticipated Earnings – Week of July 14, 2025
The third week of July launches the heart of earnings season with a flood of major financial institutions, industrial giants, consumer brands, and tech leaders reporting results. This week is packed with influential names such as JPMorgan Chase, Johnson & Johnson, ASML, Netflix, and American Express. Market participants will be paying close attention to guidance, revenue trends, and cost dynamics as macroeconomic concerns linger across sectors.
Monday: Light Start from Industrials and Regional Banks
The week begins with a relatively quiet schedule. Fastenal (FAST) reports before the market opens, providing insight into construction and manufacturing activity through its fastener and safety product sales. After the close, Simulations Plus (SLP), Equity Bancshares (EQBK), and FirstBank (FBK) report earnings. These regional financial institutions will offer early reads on loan performance, interest income, and consumer banking trends heading into the bulk of financial reports later in the week.
Tuesday: Big Banks, Asset Managers, and Transportation
Tuesday kicks off the earnings floodgates with results from some of the largest U.S. financial firms. JPMorgan Chase (JPM), Citigroup (C), Wells Fargo (WFC), and BlackRock (BLK) report before the bell. These reports will shape investor sentiment on credit risk, net interest income, deposit trends, and trading activity. State Street (STT), Bank of New York Mellon (BK), and WaFd Bank (WAFD) also report, offering further detail on institutional flows and regional banking resilience.
In the asset management and insurance space, look for updates from Kestra Medical Technologies, Pinnacle Financial (PNFP), Fulton Financial (FULT), and Omnicom Group (OMC), which will also provide a view into advertising and marketing spending. Albertsons (ACI) and Ericsson (ERIC) will round out the morning with insights into consumer staples and telecom infrastructure, respectively.
After the bell, J.B. Hunt (JBHT), a major transportation and logistics provider, will offer guidance on freight demand and shipping volumes—both vital for assessing supply chain health.
Wednesday: Healthcare, Semiconductors, and Industrials
Wednesday is jam-packed with influential earnings. Before the open, chipmaker ASML (ASML) will take center stage with updates on semiconductor equipment demand and backlog tied to global chip manufacturing. Also reporting are Bank of America (BAC), Goldman Sachs (GS), Progressive (PGR), Johnson & Johnson (JNJ), and Morgan Stanley (MS), each offering insight into finance, insurance, and healthcare product demand.
Other premarket names include PNC Financial (PNC), M&T Bank (MTB), Prologis (PLD), Sandvik (SDVKY), and First Industrial Realty Trust (FR), highlighting real estate investment trends and industrial activity.
After the close, United Airlines (UAL) will provide a closely watched update on air travel recovery and capacity. Alcoa (AA) will report on aluminum prices and global metal demand, while Kinder Morgan (KMI) will share natural gas and energy infrastructure trends.
Real estate and regional bank updates from SL Green (SLG), Synovus (SNV), and Triumph Financial (TFIN) round out the day, along with earnings from Novartis (NVS), Great Southern Bank (GSBC), Rexford Industrial (REXR), and others.
Thursday: Netflix, PepsiCo, and Consumer Activity in Focus
Thursday features a key blend of consumer goods, technology, and banking. Before the bell, TSMC (TSM), PepsiCo (PEP), and Cintas (CTAS) headline the day, giving investors a read on global chip supply chains, food and beverage spending, and employment services demand. U.S. Bancorp (USB), Texas Capital Bank (TCBI), Travelers (TRV), and Abbott (ABT) will also report, spanning financial services and healthcare diagnostics.
After the close, Netflix (NFLX) leads the way with earnings that will reveal subscriber growth trends, international expansion, and content spending. Other notable reports include Interactive Brokers (IBKR), Marten Transport (MRTN), Bank OZK (OZK), PriceSmart (PSMT), and WD-40 Company (WDFC).
Consumer product and logistics names Helen of Troy (HELE), Simply Good Foods (SMPL), and E2open (ETWO) will also report. Additionally, look for regional banking updates from First National Bank (FNB), Simmons Bank (SFNC), and others. Novartis (NVS), Cohen & Steers (CNS), Wipro (WIT), and Western Alliance (WAL) close out a heavy day.
Friday: Wrapping Up with Major Credit and Regional Banks
The week wraps up on Friday with earnings from several well-known financial institutions. American Express (AXP) headlines the list, with investors focused on cardholder spending, credit trends, and travel-related demand. Huntington (HBAN), Regions Financial (RF), Truist (TFC), and Simmons Bank (SFNC) also report, adding perspective to the broader regional banking narrative.
3M (MMM) will provide a key update on industrial and healthcare sales, while SLB (formerly Schlumberger) shares insights on global oilfield services demand. Rounding out the day are Ally Financial (ALLY), Charles Schwab (SCHW), Comerica (CMA), and Autoliv (ALV), representing brokerage, auto lending, and safety systems manufacturing.
Key Themes to Watch
Financial Sector Health: The sheer number of bank earnings this week will provide deep visibility into the strength of the consumer, commercial lending trends, and the impact of interest rate shifts across the financial sector.
Consumer Spending and Brand Performance: Earnings from PepsiCo, Albertsons, Simply Good Foods, and Netflix will give key clues about consumer preferences and economic resilience in the face of inflation and higher borrowing costs.
Semiconductors and Tech Demand: ASML and TSMC will be closely watched for commentary on AI infrastructure, chip equipment orders, and the broader tech supply chain.
Airlines and Travel Recovery: United Airlines and American Express will deliver important signals about the post-pandemic travel boom, corporate spending, and consumer credit behavior.
Market Implications
This week marks a turning point in Q2 earnings season as the volume of S&P 500 companies reporting rapidly increases. With major banks, household brands, and tech leaders on deck, the results will likely drive short-term sentiment and market direction. Strong guidance or disappointing results in sectors like banking, semiconductors, and consumer goods could reshape expectations for Q3 and beyond.