Benzinga·2025-10-13 12:01Core Viewpoint - The third-quarter earnings season is commencing, with significant attention on major banks and retail favorites, as investors anticipate earnings reports from various companies [1]. Group 1: Earnings Reports Overview - Fastenal Company (NASDAQ:FAST) is expected to report earnings of 30 cents per share on revenue of $2.13 billion [2]. - ASML Holding N.V. (NASDAQ:ASML) is forecasted to report earnings per share of $6.36 and revenue of $8.81 billion, indicating year-over-year growth [6]. - Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is projected to report earnings per share of $2.59 and quarterly revenue of $31.5 billion, driven by advanced chip demand for AI applications [10]. Group 2: Key Companies Reporting - Major banks such as JPMorgan Chase & Co. (NYSE:JPM), Wells Fargo & Company (NYSE:WFC), Citigroup Inc. (NYSE:C), and The Goldman Sachs Group, Inc. (NYSE:GS) will report earnings before the market opens on Tuesday [4]. - Other notable companies reporting include Johnson & Johnson (NYSE:JNJ), Domino's Pizza, Inc. (NYSE:DPZ), and BlackRock, Inc. (NYSE:BLK) [5]. - On Wednesday, additional bank earnings will come from Morgan Stanley (NYSE:MS), Bank of America Corp (NYSE:BAC), and Synchrony Financial (NYSE:SYF) [7]. Group 3: Market Expectations - Investors are particularly interested in Fastenal's sales growth from digital initiatives and expanded customer contracts, alongside improved margins due to cost controls [3]. - TSMC's strong year-to-date stock performance and leadership in chip fabrication are highlighted, with analysts maintaining a Positive rating and raising the price target from $300 to $400 [11].