Earnings calendar for next week: from TSMC’s announcement date to JPM and UnitedHealth
Next week (12as of the day of publication) major banks including JPMorgan, Citi, Bank of America, Wells Fargo, and Morgan Stanley, as well as large-cap names such as UnitedHealth, Johnson & Johnson, Abbott, and TSMC, will report quarterly earnings. These results could shape the short-term direction of the financial, healthcare, and semiconductor sectors.
Missing next week’s schedule would be a loss. From the TSMC earnings announcement date to earnings from market-moving large caps such as JPMorgan and UnitedHealth, reports will come all at once.
The banks open the earnings season first. JPMorgan Chase, Citigroup, Bank of America, Wells Fargo, and Morgan Stanley will line up to release quarterly results. Large banks are a benchmark for seeing whether net interest margin — the spread between lending rates and deposit rates — is widening and how loan delinquency rates are moving.
The healthcare lineup is also substantial. UnitedHealth, Johnson & Johnson, and Abbott are on the schedule. Among them, UnitedHealth is a key name for checking the number of medical insurance enrollees and trends in care costs.
In semiconductors, TSMC will release its quarterly results. The company’s revenue directly reflects demand from upstream semiconductor firms. The more TSMC sells, the greater the orders for foundry semiconductor manufacturing, and it also offers clues about demand for semiconductor equipment and packaging.
Airlines and investment banks were also included. United Airlines (UAL) and Goldman Sachs (GS) made the list.
This week’s checkpoints are these.
- Banks: net interest margin, loan delinquency rates, and the direction of deposit flows
- Healthcare: medical cost guidance and changes in membership
- Semiconductors: TSMC revenue and the outlook for demand in leading-edge and back-end processes
- Guidance: Forward-looking guidance has a greater impact on stock prices than quarterly earnings figures
In addition to quarterly earnings, each company also discloses guidance for the outlook ahead and the balance sheet, a financial statement that organizes assets and liabilities. More than the numbers themselves, how management sees the next quarter will determine short-term stock-price movements.
The detailed disclosure times and conference call schedules for each company must be checked directly in each company’s IR announcements. Trading volume may surge before and after earnings releases, so position size should be adjusted.
Next week is a week in which earnings from large-cap banks, healthcare companies, and semiconductor companies overlap. There is no choice but to keep track of each company’s IR materials directly.
Sources: Seeking Alpha Market News
Bullstory synthesized this report from the linked sources. AI may have assisted the writing process. Check the original reports for factual confirmation.