美股研究社·2025-07-21 12:33Core Viewpoint - The upcoming earnings reports from major companies in technology, energy, industrial, and consumer sectors will provide significant insights into corporate health and macroeconomic conditions [1]. Group 1: Technology Sector - Tesla (NASDAQ: TSLA) and Google (NASDAQ: GOOGL) are the focal points among the "Seven Giants" in the technology sector, with other notable companies including Intel (NASDAQ: INTC), ServiceNow (NYSE: NOW), IBM (NYSE: IBM), and NXP Semiconductors (NASDAQ: NXPI) [1]. - Tesla is expected to report a 22% decline in profit and a 12% drop in revenue, with a 14% decrease in vehicle deliveries to 384,122 units [11][13]. - Google is anticipated to show strong double-digit growth in both revenue and profit, with a consensus revenue expectation of $22.36 billion and earnings per share forecasted at $0.40 [14][19]. Group 2: Telecommunications Sector - Verizon (NYSE: VZ) is set to report a 3% year-over-year increase in revenue and profit, with a consensus revenue expectation of $33.71 billion and earnings per share forecasted at $1.19 [4][5]. - Analysts maintain a cautious outlook on Verizon, with some suggesting a "hold" rating due to growth concerns, while others highlight its attractive valuation and stable dividend yield of 6.5% [4]. Group 3: Consumer Sector - Coca-Cola (NYSE: KO) is expected to report earnings with a consensus revenue of $12.56 billion and earnings per share of $0.84, having exceeded earnings expectations in the past eight quarters [7][9]. - Analysts are divided on Coca-Cola's outlook, with some expressing concerns over its reliance on price increases rather than sustainable volume growth, while others emphasize its strong fundamentals and dividend stability [7]. Group 4: Energy Sector - Phillips 66 (NYSE: PSX) is projected to see a 27% decline in profit and a 17% drop in revenue, with earnings per share expected at $0.01 and revenue forecasted at $11.88 billion [23][25]. - Analysts maintain a "buy" rating for Phillips 66, citing its diversified business strength and shareholder returns through dividends and buybacks, despite concerns over high valuations relative to peers [23].