Most Anticipated Earnings – Week of September 29, 2025

As Q3 winds down, investors are preparing for a focused earnings week featuring key companies in travel, retail, food, healthcare, and automation. While this week is lighter than previous ones in terms of volume, it still includes significant names that can shape sentiment across multiple sectors.

Monday, September 29

• Carnival Corporation (CCL)
  As one of the largest cruise lines in the world, Carnival‘s earnings are always a strong travel demand indicator. Investors will be focused on passenger volumes, forward bookings, and profitability amid fuel cost fluctuations and global travel recovery.

• Progress Software (PRGS) (After Close)
  A developer of business application platforms and infrastructure software. Earnings will likely highlight cloud adoption trends, subscription revenue growth, and enterprise renewals.

• Jefferies Financial Group (JEF)
  A diversified financial services company with strong investment banking and capital markets presence. Markets will be watching trading revenues and deal activity as a proxy for broader Wall Street health.

• Inventiva (IVA)
  A French biotech company focused on fibrosis and rare diseases. Investors will look for clinical trial progress, pipeline development, and partnerships in the pharma space.

• Vail Resorts (MTN)
  Known for its iconic mountain resorts, Vail’s earnings will provide insights into early ski season bookings, pass sales, and the strength of high-income discretionary spending.

Tuesday, September 30

• Lamb Weston (LW)
  A global leader in frozen potato products. Lamb Weston is a valuable food service bellwether, and earnings will reveal demand trends in restaurants, pricing strategies, and raw material cost impacts.

• UNFI (United Natural Foods)
  A key distributor for natural and organic foods, serving companies like Whole Foods. Expect focus on grocery demand, inflationary pressures, and margin stability in a tight retail supply chain.

• Paychex (PAYX)
  A payroll and HR solutions provider that serves primarily small and mid-sized businesses. This report often reflects the health of SMB hiring and employee benefit trends.

• Nike (NKE) (After Close)
  A headline name this week, Nike will be closely watched for inventory management, DTC (direct-to-consumer) growth, and performance in China and North America. Digital sales and gross margin trends are especially key.

Wednesday, October 1

• Acuity Brands (AYI)
  A provider of lighting and building management solutions. Earnings will reveal trends in commercial construction, energy efficiency upgrades, and smart infrastructure spending.

• Conagra Brands (CAG)
  The parent company of household staples like Hunt’s, Healthy Choice, and Slim Jim. As a major packaged food player, Conagra’s results will show how consumer staples are weathering inflation and evolving buying habits.

• Rezolve.ai (RZLV)
  An AI-powered IT automation and support platform. Investors will be looking for ARR growth, enterprise customer expansion, and integration with major workflow tools like Microsoft Teams.

• NovaGold (NG)
  A gold exploration company with major projects in North America. Earnings typically reflect updates on development progress, resource estimates, and macro gold price sensitivity.

• Cal-Maine Foods (CALM)
  The largest egg producer in the U.S., often watched as an inflation indicator. Expect commentary on feed costs, egg pricing, and supply chain dynamics in agriculture.

• RPM International (RPM)
  A coatings, sealants, and construction materials conglomerate. Watch for trends in commercial and industrial demand, raw material inflation, and construction activity.

Thursday, October 2

• AngioDynamics (ANGO)
  A medical device company focused on minimally invasive treatment for vascular diseases and oncology. Analysts will look for procedural volume growth, new product adoption, and any reimbursement updates.

Friday, October 3

There are no major earnings reports scheduled for Friday at this time.

Final Takeaway

While this week features fewer mega-cap names, it includes critical earnings from leaders in cruise travel (Carnival), sportswear (Nike), and payroll tech (Paychex), as well as food and commodity-related firms like Conagra and Cal-Maine. These reports will help investors gauge both consumer confidence and macro trends as we head into the final quarter of the year.