美股研究社·2025-10-20 11:46Group 1: Earnings Season Overview - The upcoming week is expected to be one of the busiest periods of the earnings season, with multiple companies from technology, consumer goods, automotive, energy, aviation, finance, and industrial sectors set to report their performance [1]. Group 2: Technology and Communication Sector - Major companies such as Tesla (TSLA), Netflix (NFLX), Intel (INTC), Texas Instruments (TXN), SAP, T-Mobile (TMUS), AT&T (T), and IBM will release earnings updates, highlighting trends in artificial intelligence, digital infrastructure, and semiconductor demand [2]. Group 3: Consumer Goods and Industrial Leaders - Key players including Coca-Cola (KO), Procter & Gamble (PG), 3M (MMM), Ford (F), General Motors (GM), Philip Morris International (PM), Honeywell (HON), Illinois Tool Works (ITW), and General Electric (GE) will disclose critical data reflecting consumer spending, manufacturing output, and global supply chain conditions [3]. Group 4: Defense, Aerospace, and Infrastructure Logistics - Aerospace giants like Lockheed Martin (LMT), RTX Corporation (RTX), General Dynamics (GD), Northrop Grumman (NOC), and Crown Castle (CCI) will report alongside infrastructure and logistics companies such as Union Pacific (UNP), United Rentals (URI), Dow Chemical (DOW), Cleveland-Cliffs (CLF), Alcoa (AA), and Newmont Mining (NEM), providing insights into industrial demand and commodity market dynamics [4]. Group 5: Energy Sector - Companies including Halliburton (HAL), Baker Hughes (BKR), Valero Energy (VLO), Kinder Morgan (KMI), EQT Corporation (EQT), and Vertiv Holdings (VRT) will release earnings, revealing trends in the global oil, natural gas, and renewable energy sectors [7]. Group 6: Aviation Sector - American Airlines (AAL), Southwest Airlines (LUV), and Alaska Air Group (ALK) will disclose earnings, with the industry closely monitoring travel demand and fuel cost changes as the holiday season approaches [8]. Group 7: Healthcare and Life Sciences Sector - Companies such as Thermo Fisher Scientific (TMO), Danaher (DHR), Boston Scientific (BSX), Intuitive Surgical (ISRG), Elevance Health (ELV), Sanofi (SNY), and Genuine Parts Company (GPC) will provide earnings updates [9]. Group 8: Financial and Real Estate Sector - Firms including Blackstone Group (BX), Capital One Financial (COF), Chubb Insurance (CB), Barclays Group (BCS), Annaly Capital Management (NLY), AGNC Investment Corp (AGNC), CME Group (CME), Agree Realty (ADC), and Digital Realty Trust (DLR) will report earnings, with Nasdaq (NDAQ) also set to release its financial results, offering important references for the industry and potentially driving market momentum [10]. Group 9: Key Earnings Predictions - Coca-Cola (KO) is expected to report Q3 earnings on October 21, with consensus EPS forecasted at $0.78 and revenue at $12.41 billion, having exceeded expectations for eight consecutive quarters [11][13]. - Netflix (NFLX) will report Q3 earnings on the same day, with consensus EPS at $6.94 and revenue at $11.51 billion, showing strong subscriber growth and advertising revenue [14][16]. - Tesla (TSLA) is anticipated to report Q3 earnings on October 22, with consensus EPS at $0.55 and revenue at $26.58 billion, despite a projected 23% decline in profit year-over-year [18][21]. - Intel (INTC) will release its Q3 earnings on October 23, with consensus EPS at $0.00 and revenue at $13.1 billion, facing valuation concerns amid competitive pressures [22][24]. - Procter & Gamble (PG) is set to report Q1 earnings for FY2026 on October 24, with consensus EPS at $1.90 and revenue at $22.17 billion, amid cautious market sentiment regarding its growth potential [26][27].