Earnings live: Delta Air Lines, JPMorgan Chase to kick off fourth quarter reporting season

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The fourth quarter earnings season kicks off in earnest on Tuesday with the arrival of quarterly reports from Delta Air Lines (DAL) and JPMorgan Chase (JPM). Additional bank earnings will highlight the earnings calendar later this week.

An optimistic consensus is forming: Wall Street analysts estimate S&P 500 (^GSPC) companies will report an earnings per share growth rate of 8.3% for Q4, according to FactSet data. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the index.

Heading into the reporting period, analysts have raised their earnings expectations, especially for tech companies, which have driven earnings growth in recent quarters. On Sept. 30, the consensus estimate for S&P 500 fourth quarter earnings growth stood at 7.2%.

Although Big Tech continues to set the tone, this earnings season promises to test the improved stock market breadth that has emerged at the start of 2026. Plus, the themes that drove the markets in 2025 — artificial intelligence, the Trump administration’s tariff and economic policies, and a K-shaped consumer economy — will continue to provide plenty for investors to parse.

The major financial companies will round out the earnings docket this week. In addition to Delta and JPMorgan, investors will hear from Bank of New York Mellon (BK) on Tuesday; Bank of America (BAC), Citigroup (C), and Wells Fargo (WFC) on Wednesday; and BlackRock (BLK), Goldman Sachs (GS), and Morgan Stanley (MS) on Friday.

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The major financial institutions are penciled in to report fourth quarter results this week, including the nation’s largest bank, JPMorgan Chase (JPM), which is expected to reveal another year of record revenue and one of its best years in profits.

Other major financial firms, including Bank of America (BAC), Citigroup (C), Wells Fargo (WFC), Goldman Sachs (GS), and Morgan Stanley (MS), are also expected to reveal just how good 2025 was for investment bankers.

Yahoo Finance’s David Hollerith previews what to expect:

Read the full bank earnings preview here.
A slate of earnings reports from the major financial institutions marks the unofficial start of earnings season. But investors will also get an early read of the airline industry, chipmakers, and logistics operators from other corporate earnings beginning to flow this week.

Here’s a look at the earnings calendar for the week of Jan. 12:

Tuesday: JPMorgan Chase (JPM), BNY Mellon (BK), Delta Air Lines (DAL), Concentrix Corporation (CNXC), Phoenix Education Partners (PXED)

Wednesday: Bank of America (BAC), Wells Fargo (WFC), Citigroup (C), Infosys (INFY), Bitmine Immersion Technologies (BMNR), Home Bancshares (HOMB), Platinum Group Metals (PLG)

Thursday: Taiwan Semiconductor Manufacturing Company (TSM), Goldman Sachs (GS), Morgan Stanley (MS), BlackRock (BLK), JB Hunt Transport Services (JBHT), First Horizon Corporation (FHN)

Friday: PNC Financial (PNC), State Street (STT), M&T Bank (MTB), Wipro (WIT), Regions Financial (RF), BOK Financial (BOKF)

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