Most Anticipated Earnings – Week of July 7, 2025
The second week of July brings a focused lineup of earnings releases, with key companies in transportation, consumer goods, apparel, semiconductors, and industrial products set to report. While the volume of announcements is moderate, several notable names—such as Delta Air Lines, Levi Strauss, Conagra Brands, and WD-40—will provide valuable insight into consumer trends, operational performance, and macroeconomic conditions as we move into the heart of Q2 earnings season.
Monday: No Major Reports Scheduled
The week begins quietly with no major earnings announcements scheduled for Monday, allowing markets to stabilize following the July 4th holiday weekend and prepare for updates later in the week.
Tuesday: Tech, Investment, and Niche Manufacturing
Tuesday’s reports begin after the close, led by Penguin Solutions (PENG), a provider of computing and data infrastructure technology. Investors will be looking for signals of enterprise IT demand and innovation in high-performance computing systems.
Also reporting are Kura Sushi (KRUS), a fast-growing restaurant chain specializing in conveyor-belt sushi, and Saratoga Investment Corp. (SAR), which will provide insight into credit markets and private equity-style investment performance.
Aehr Test Systems (AEHR) will close out the day with updates on its semiconductor testing business, particularly related to silicon carbide and EV component testing—both critical growth areas in the chip industry.
Wednesday: Industrial Goods and Consumer Furnishings
Before the bell on Wednesday, AZZ Inc. (AZZ) is set to report. The company specializes in galvanizing and electrical systems, offering a look into industrial demand and infrastructure spending.
After the close, Bassett Furniture (BSET) will report results that reflect consumer behavior in the home furnishings market. Analysts will focus on order volumes, backlog, and pricing strategies amid shifting trends in home décor and retail foot traffic.
Thursday: Airlines, Food, and Consumer Brands
Thursday is the busiest day of the week, beginning with Delta Air Lines (DAL), which will provide a key read on air travel demand, international passenger recovery, and fuel cost trends. Conagra Brands (CAG) will also report in the morning, offering insights into packaged food sales, inflation impact, and consumer shifts toward frozen and shelf-stable categories.
Other Thursday morning reporters include Byrna Technologies (BYRN), a maker of non-lethal self-defense products, and Helen of Troy (HELE), known for health and beauty brands. NTIC (NTI), focused on corrosion prevention technologies, rounds out the early session.
After the close, Levi Strauss & Co. (LEVI) will be in the spotlight. The company’s earnings will provide insight into consumer discretionary spending, denim and apparel trends, and international market performance. WD-40 Company (WDFC) will follow with results that gauge retail and industrial demand for household and maintenance products.
Additional after-hours names include PriceSmart (PSMT), a warehouse club retailer with exposure to Latin America and the Caribbean; E2open (ETWO), a supply chain software provider; Simply Good Foods (SMPL), a player in the health-conscious food space; and Vista Outdoor (VIST), which offers sporting and outdoor equipment.
Friday: No Major Reports Scheduled
Friday concludes the week with no major earnings scheduled, allowing investors to digest the updates from Thursday’s packed session.
Key Themes to Watch
Air Travel and Fuel Trends: Delta’s results will provide a key look into airline recovery post-pandemic, business travel trends, and operational costs.
Consumer Products and Inflation: Reports from Conagra, WD-40, Helen of Troy, and Simply Good Foods will offer a broader picture of how brands are navigating changing demand and cost pressures.
Retail and Apparel Spending: Levi Strauss and PriceSmart will help clarify consumer behavior across both fashion and wholesale retail markets.
Semiconductors and Testing: Aehr Test Systems’ results will be closely watched as a barometer for EV supply chains and next-generation chip testing technologies.
Market Implications
While not as crowded as peak earnings weeks, the July 7 lineup contains several companies that could move their respective sectors. Consumer staples, retail apparel, travel, and tech-related industrials are all in focus, making this week’s results important for tracking momentum across these spaces. Strong or weak results could set the tone heading into mid-July as major tech and financial names prepare to report.