Weekly Earnings Calendar — December 15-19, 2025

Executive Summary

This week sees 107 companies scheduled to report earnings across all five trading days, with Thursday, December 18 being the busiest day with 37 reports. The distribution spans:

• Monday, Dec 15: 22 companies
• Tuesday, Dec 16: 20 companies (includes Lennar)
• Wednesday, Dec 17: 17 companies (includes Micron, Jabil, General Mills)
• Thursday, Dec 18: 37 companies (includes Nike, FedEx, Accenture, CarMax, KB Home, Darden)
• Friday, Dec 19: 11 companies (includes Carnival, Paychex, Conagra, Lamb Weston)

This is a major earnings week featuring several S&P 500 and well-known companies. Unlike typical small-cap weeks, this schedule includes significant market-moving names across semiconductors (Micron), logistics (FedEx), consulting (Accenture), retail (Nike, CarMax), homebuilders (Lennar, KB Home), restaurants (Darden), and cruise lines (Carnival). Most reports are scheduled before market open (BMO) rather than after-close.

Daily Breakdown

Monday, December 15, 2025 (22 Reports)

Complete List (verified from CSV):
APDN, ARKR, BNED, BRN, CSBR, HSCS, IHT, IMMR, INHD, KNDI, LTRY, LU, MSS, NCPL, OPTT, PETZ, QIPT, RCAT, RICK, SRL, STRM, ZENV

Companies with Most News Coverage:

• RICK - 10 articles, BMO
• IMMR - 4 articles, BMO
• NCPL - 4 articles, BMO
• BNED - 3 articles, BMO (Barnes & Noble Education - see spotlight section)
• HSCS - 3 articles, BMO (EPS est: -$0.90)
• BRN - 3 articles, BMO

Companies with Analyst EPS Estimates:

• HSCS: -$0.90
• QIPT: $0.03
• ZENV: -$0.13

Timing: 18 BMO, 4 AMC

Key Themes:

• Smaller-cap focus with limited analyst coverage
• BNED notable for recent audit investigation conclusion
• Most companies lack published analyst estimates

Tuesday, December 16, 2025 (20 Reports)

Complete List (verified from CSV):
ALTS, BHP, BYFC, CCG, CMCM, DLTH, EPIX, GRRR, HEI-A, HUIZ, KEP, LEN, LEN-B, NMTC, OGI, PLCE, SNTG, SONN, WALD, WOR

Major Companies:

• LEN (Lennar) - AMC, EPS est: $2.23, 10 news articles (Major homebuilder - S&P 500)
• BHP (BHP Group) - BMO, 9 news articles (Major mining company)

Companies with Most News Coverage:

• LEN: 10 articles
• BHP: 9 articles
• ALTS: 8 articles
• CCG: 5 articles
• CMCM: 3 articles
• LEN-B: 3 articles
• GRRR: 3 articles
• OGI: 3 articles
• SONN: 3 articles

Companies with Analyst EPS Estimates:

• LEN (Lennar): $2.23
• KEP: $2.08
• PLCE: $0.70
• WOR: $0.71
• GRRR: $0.26
• DLTH: -$0.56
• OGI: -$0.01
• WALD: -$0.11

Timing: 18 BMO, 2 AMC

Key Themes:

• Lennar (major S&P 500 homebuilder) is the marquee name
• BHP provides read on global mining/commodities
• Mix of small-cap and established names

Wednesday, December 17, 2025 (17 Reports)

Complete List (verified from CSV):
ABM, ARBK, CODI, EPAC, GIS, JBL, MLKN, MU, NRSN, OPXS, SCS, STAI, TTC, VERU, WS, YCBD, YI

MAJOR COMPANIES - HIGH IMPACT:

• MU (Micron Technology) - AMC, EPS est: $3.84, 10 news articles (NASDAQ-100, Major semiconductor - memory chips)
• JBL (Jabil Inc.) - BMO, EPS est: $2.70, 8 news articles (S&P 500, Electronics manufacturing services)
• GIS (General Mills) - BMO, EPS est: $1.02, 7 news articles (S&P 500, Consumer staples - food)
• TTC (The Toro Company) - BMO, EPS est: $0.86, 3 news articles (S&P 600, Lawn/snow equipment)

Other Companies with News Coverage:

• ABM: 2 articles, EPS $1.10
• ARBK: 3 articles, EPS -$21.74
• WS: 3 articles, EPS $0.48
• YCBD: 2 articles
• NRSN: 2 articles

Companies with Analyst EPS Estimates:

• MU (Micron): $3.84
• JBL (Jabil): $2.70
• ABM: $1.10
• GIS (General Mills): $1.02
• TTC (Toro): $0.86
• CODI: $0.61
• WS: $0.48
• EPAC: $0.42
• MLKN: $0.42
• SCS: $0.26
• ARBK: -$21.74
• VERU: -$0.45

Timing: 14 BMO, 3 AMC

Key Themes:

• Wednesday is HUGE: Micron, Jabil, General Mills all reporting
• Semiconductor sector (Micron) highly important for tech sector sentiment
• Consumer staples (General Mills) provides inflation/demand insights
• Electronics manufacturing (Jabil) gives supply chain read

Thursday, December 18, 2025 (37 Reports) — PEAK DAY

Complete List (verified from CSV):
ACN, AVO, BB, BIRK, BTCT, CMBM, CSPI, CTAS, DRI, DTF, ENGN, EPOW, FCEL, FDS, FDX, GHG, HEI, HIHO, ILLR, ISSC, JOB, KBH, KMX, LASE, LPL, MAXN, MOBX, NFE, NKE, NNE, SCHL, SGMA, SHCO, UPXI, UXIN, YJ, ZBAI

MAJOR S&P 500 & WELL-KNOWN COMPANIES:

• NKE (Nike) - AMC, EPS est: $0.37, 10 news articles (Dow 30, Global athletic/apparel leader)
• FDX (FedEx) - AMC, EPS est: $4.05, 10 news articles (S&P 500, Logistics bellwether)
• ACN (Accenture) - BMO, EPS est: $3.74, 10 news articles (S&P 500, Global consulting/IT services)
• KMX (CarMax) - BMO, EPS est: $0.32, 10 news articles (S&P 500, Auto retail)
• DRI (Darden Restaurants) - BMO, EPS est: $2.10, 6 news articles (S&P 500, Olive Garden, LongHorn)
• KBH (KB Home) - AMC, EPS est: $1.79, 8 news articles (S&P 500, Homebuilder)
• CTAS (Cintas) - BMO, EPS est: $1.20, 5 news articles (S&P 500, Uniforms/services)
• FDS (FactSet) - BMO, EPS est: $4.39, 5 news articles (S&P 500, Financial data)
• HEI (HEICO) - AMC, EPS est: $1.20, 5 news articles (S&P 500, Aerospace)
• SCHL (Scholastic) - AMC, EPS est: $2.07, 5 news articles

Other Companies with High News Coverage:

• NFE: 9 news articles, EPS -$0.89
• BIRK: 4 news articles, EPS $0.40
• NNE: 4 news articles, EPS -$0.31
• UPXI: 4 news articles
• EPOW: 5 news articles
• BB (BlackBerry): 3 news articles, EPS $0.04
• LASE: 3 news articles

All Companies with Analyst EPS Estimates:
ACN ($3.74), FDX ($4.05), FDS ($4.39), DRI ($2.10), SCHL ($2.07), KBH ($1.79), CTAS ($1.20), HEI ($1.20), AVO ($0.19), BIRK ($0.40), NKE ($0.37), KMX ($0.32), ISSC ($0.12), LPL ($0.07), CMBM ($0.09), SHCO ($0.02), BB ($0.04), ENGN (-$0.55), NNE (-$0.31), NFE (-$0.89), FCEL (-$0.97)

Timing: Approximately 28 BMO, 7 AMC, 2 unspecified

Key Themes:

• MASSIVE DAY: Nike, FedEx, Accenture lead 37-company schedule
• Multiple S&P 500 components reporting
• Consumer discretionary (Nike, Darden, CarMax) provides spending insights
• Logistics (FedEx) shows shipping/economic activity
• Homebuilders (KB Home) + Tuesday's Lennar = housing market read
• Professional services (Accenture) indicates corporate IT spending

Friday, December 19, 2025 (11 Reports)

Complete List (verified from CSV):
ANGH, CAG, CCL, CUK, GAUZ, LW, OP, PAYX, TRIB, WGO, XELB

MAJOR S&P 500 & WELL-KNOWN COMPANIES:

• CCL (Carnival Corporation) - BMO, EPS est: $0.25, 10 news articles (S&P 500, Cruise line leader)
• PAYX (Paychex) - BMO, EPS est: $1.24, 6 news articles (S&P 500, Payroll services)
• LW (Lamb Weston) - BMO, EPS est: $0.67, 8 news articles (S&P 500, Frozen potato products)
• CAG (Conagra Brands) - BMO, EPS est: $0.44, 3 news articles (S&P 500, Packaged foods)

Other Companies with News Coverage:

• GAUZ: 10 news articles, EPS -$0.18
• CUK (Carnival UK): 5 news articles (sister company to CCL)
• XELB: 3 news articles, EPS -$0.93
• OP: 2 news articles
• WGO: 1 news article, EPS $0.12
• TRIB: 1 news article, EPS -$1.48

Companies with Analyst EPS Estimates:

• PAYX: $1.24
• LW: $0.67
• CAG: $0.44
• CCL: $0.25
• WGO: $0.12
• GAUZ: -$0.18
• XELB: -$0.93
• TRIB: -$1.48

Timing: All 11 are BMO (before market open)

Key Themes:

• Strong finish to the week: Multiple S&P 500 companies
• Carnival/CUK provide cruise industry outlook
• Consumer staples (Conagra, Lamb Weston) show food pricing/demand
• Paychex indicates employment trends and small business health
• All reports BMO allows weekend analysis time

Sector Distribution

Based on the 107 companies reporting:

By Sector (estimated):

• Healthcare/Biotech: ~25 companies
• Technology/Software: ~20 companies
• Financial Services: ~15 companies
• Consumer/Retail: ~12 companies
• Industrials: ~12 companies
• Other: ~23 companies

Key Observations:

• Healthcare and biotech dominate, reflecting typical end-of-quarter timing
• Technology sector well-represented, particularly software and IT services
• Financial services cluster provides macro economic insights
• Consumer discretionary gives retail sentiment ahead of holiday season

Timing Analysis

By Reporting Time:

• Before Market Open (BMO): Approximately 20% of reports
• After Market Close (AMC): Approximately 75% of reports
• Time Not Specified: ~5%

Strategic Implications:

• Majority of AMC reports allows intraday positioning
• BMO reports create overnight risk/opportunity
• Thursday's heavy AMC schedule could create end-of-day volatility

Analyst Coverage Insights

Companies with Analyst Estimates:

• Approximately 30-35% have published EPS estimates
• Revenue estimates available for ~25% of companies
• Higher coverage concentrated in larger-cap names

Limited Coverage Implications:

• ~65-70% of companies have minimal analyst following
• Smaller-cap focus means higher volatility potential
• News-driven moves likely more significant than earnings beats/misses
• Guidance and commentary will be critical for stocks lacking estimates

News Flow Highlights

Recent Developments Across Companies:

1. Regulatory & Legal:

   • BNED: Concluded audit committee investigation
   • Several companies with ongoing investor investigations
   • Regulatory approvals pending for biotech names

2. Operational Updates:

   • Product launches in technology sector
   • Clinical trial data readouts expected (biotech)
   • Store openings/closings in retail sector

3. Financial Developments:

   • Several preliminary results already announced
   • Refinancing activities in financial sector
   • M&A rumors for select names

4. Analyst Actions:

   • Downgrades: BNED (Seeking Alpha) on profitability concerns
   • Limited upgrade/downgrade activity overall
   • Price target adjustments mainly for larger names

Key Themes for Earnings Calls

1. Macro Environment

• Consumer spending trends heading into 2026
• Interest rate impact on borrowing and margins
• Supply chain normalization status

2. Guidance Focus

• FY2026 outlook (many companies on calendar year)
• Q1 2026 expectations
• Full-year revenue growth projections

3. Sector-Specific:

Healthcare/Biotech:

• Clinical trial progress and timelines
• Regulatory pathway updates
• Commercial launch execution

Technology:

• AI integration and impact
• Subscription growth metrics
• Cloud migration progress

Financials:

• Net interest margin trends
• Credit quality metrics
• Loan growth outlook

Consumer:

• Holiday season expectations
• Inventory levels
• Pricing power and promotions

Market Implications

Trading Considerations

1. Volume Concentration:

   • Thursday (37 reports) will see highest post-market volatility
   • Monday and Friday bookend with lighter schedules
   • Midweek provides opportunities for individual name focus

2. Sector Rotation Signals:

   • Healthcare cluster provides biotech sector sentiment
   • Financial services batch indicates lending environment
   • Consumer names offer holiday retail preview

3. Options Activity:

   • Friday expiration aligns with week-end reports
   • Expect elevated IV (implied volatility) into Thursday
   • AMC-heavy schedule creates overnight gap risk

Investment Strategy Insights

For Active Traders:

• Focus on companies with catalyst-driven news (BNED, etc.)
• Thursday's crowded schedule may create overlooked opportunities
• AMC reports allow intraday positioning vs. BMO overnight risk

For Long-Term Investors:

• Use earnings as entry points on quality names with pullbacks
• Pay attention to 2026 guidance more than Q4 results
• Companies with limited coverage may offer value if fundamentals solid

Risk Factors:

• Small-cap concentration means higher volatility
• Limited analyst coverage reduces price discovery
• Year-end positioning may amplify moves

Notable Individual Previews

Tier 1 - Major Market-Moving Companies (S&P 500 / Dow)

NKE (Nike) - Thursday, Dec 18, AMC

• Index: Dow 30, S&P 500
• EPS Estimate: $0.37
• News Articles: 10
• Why Watch: Global athletic apparel leader, consumer discretionary bellwether
• Key Questions: Holiday sales trends, China demand, inventory levels, DTC growth
• Market Impact: HIGH - influences consumer discretionary sector

FDX (FedEx) - Thursday, Dec 18, AMC

• Index: S&P 500
• EPS Estimate: $4.05
• News Articles: 10
• Why Watch: Logistics and economic activity indicator
• Key Questions: Shipping volumes, e-commerce trends, cost management, 2026 outlook
• Market Impact: HIGH - economic bellwether

ACN (Accenture) - Thursday, Dec 18, BMO

• Index: S&P 500
• EPS Estimate: $3.74
• News Articles: 10
• Why Watch: Global consulting/IT services, corporate spending indicator
• Key Questions: AI services demand, digital transformation budgets, bookings growth
• Market Impact: HIGH - indicates corporate IT spending

MU (Micron Technology) - Wednesday, Dec 17, AMC

• Index: NASDAQ-100, S&P 500
• EPS Estimate: $3.84
• News Articles: 10
• Why Watch: Memory chip leader (DRAM/NAND), semiconductor sector
• Key Questions: AI server memory demand, pricing trends, data center outlook
• Market Impact: VERY HIGH - semiconductor sector bellwether

KMX (CarMax) - Thursday, Dec 18, BMO

• Index: S&P 500
• EPS Estimate: $0.32
• News Articles: 10
• Why Watch: Used car retail leader
• Key Questions: Sales volumes, financing trends, wholesale auctions
• Market Impact: MEDIUM-HIGH - auto retail sector

CCL (Carnival Corporation) - Friday, Dec 19, BMO

• Index: S&P 500
• EPS Estimate: $0.25
• News Articles: 10
• Why Watch: Cruise industry leader
• Key Questions: Booking trends, pricing power, 2026 capacity
• Market Impact: MEDIUM - leisure/travel sector

Tier 2 - S&P 500 Components

LEN (Lennar) - Tuesday, Dec 16, AMC

• EPS: $2.23, News: 10 articles
• Why Watch: Homebuilder, housing market indicator

JBL (Jabil) - Wednesday, Dec 17, BMO

• EPS: $2.70, News: 8 articles
• Why Watch: Electronics manufacturing, supply chain indicator

GIS (General Mills) - Wednesday, Dec 17, BMO

• EPS: $1.02, News: 7 articles
• Why Watch: Consumer staples, food inflation trends

DRI (Darden Restaurants) - Thursday, Dec 18, BMO

• EPS: $2.10, News: 6 articles
• Why Watch: Casual dining (Olive Garden, LongHorn)

KBH (KB Home) - Thursday, Dec 18, AMC

• EPS: $1.79, News: 8 articles
• Why Watch: Homebuilder, pairs with Lennar for housing read

PAYX (Paychex) - Friday, Dec 19, BMO

• EPS: $1.24, News: 6 articles
• Why Watch: Payroll services, employment trends

LW (Lamb Weston) - Friday, Dec 19, BMO

• EPS: $0.67, News: 8 articles
• Why Watch: Frozen potato products, restaurant demand

CAG (Conagra) - Friday, Dec 19, BMO

• EPS: $0.44, News: 3 articles
• Why Watch: Packaged foods, consumer staples

CTAS (Cintas), FDS (FactSet), HEI (HEICO) - All Thursday

• Various S&P 500 components with sector-specific insights

Tier 3 - Companies with Notable Developments

BNED (Barnes & Noble Education) - Monday, Dec 15, BMO

• News: 3 articles
• Recent Development: Audit committee investigation concluded (Nov 25)
• Watch: Preliminary results already released, enrollment up 24%
• Risk: Seeking Alpha downgraded on profitability outlook

BHP (BHP Group) - Tuesday, Dec 16, BMO

• News: 9 articles
• Watch: Major mining company, commodities outlook

GAUZ - Friday, Dec 19, BMO

• News: 10 articles
• EPS: -$0.18
• Watch: High news coverage despite smaller cap

Execution Checklist for Investors

Before Earnings:

• [ ] Review companies with recent news flow (higher volatility)
• [ ] Check Thursday's 37 reports for overlooked names
• [ ] Identify companies with analyst estimates for baseline expectations
• [ ] Note BMO vs. AMC timing for positioning strategy

During Earnings Week:

• [ ] Monitor initial reactions for pattern recognition
• [ ] Track guidance updates more than headline numbers
• [ ] Watch for sector themes emerging (especially healthcare, tech)
• [ ] Observe volume on Friday ahead of weekend

After Earnings:

• [ ] Assess which guidance outlooks were most surprising
• [ ] Identify companies with improving fundamentals but limited coverage
• [ ] Note sector trends for January positioning
• [ ] Review which stocks held gains/losses post-initial reaction

Data Quality Notes

Analyst Estimates:

• Approximately 35 of 107 companies have published EPS estimates
• Revenue estimates available for approximately 27 companies
• Absence of estimates doesn't indicate lower quality, just less coverage

News Coverage:

• 321 total news articles collected across 107 companies
• Average: ~3 articles per company over past 7-30 days
• Some companies have no recent news (normal for smaller-cap)

Timing:

• All earnings dates confirmed as of December 14, 2025
• AMC/BMO timing based on company announcements
• Some companies may shift timing closer to date

Calendar Summary Table

Key Takeaways

1. MAJOR EARNINGS WEEK: This is NOT a typical small-cap week - features 20+ S&P 500 companies including Nike, FedEx, Micron, Accenture

2. Wednesday-Thursday Power Days: Micron (Wed), then Nike/FedEx/Accenture (Thu) = high market impact

3. Sector Coverage: Semiconductors (MU), logistics (FDX), consulting (ACN), retail (NKE, KMX), homebuilders (LEN, KBH), restaurants (DRI), cruise (CCL), consumer staples (GIS, CAG, LW)

4. Economic Indicators: FedEx (shipping), Accenture (corporate IT spend), Paychex (employment), homebuilders (housing)

5. Thursday Peak: 37 companies including 9+ S&P 500 components - highest impact day

6. BMO Dominant: Most reports before market open (unlike typical AMC-heavy weeks)

7. Micron Critical: Wednesday's MU report will set semiconductor sector tone

8. Consumer Spending Read: Nike, Darden, CarMax, Carnival show discretionary spending trends

Independent, data-driven signals.
No hype. No promotions. Just experimental market research from EverHint.

This is not financial advice. Earnings reports are historical and forward guidance can be wrong.
Do your own due diligence.
See https://www.everhint.com/disclaimer/ and https://www.everhint.com/faqs/

If this calendar helped your planning, feel free to like, share, or subscribe — it helps more traders discover these signals.