
Below is a weekly earnings calendar of the most important upcoming quarterly reports scheduled to be released by publicly traded companies. However, we have also provided expanded previews and recaps for select companies that are reporting earnings throughout the week.
Please check back often. This earnings calendar is updated regularly.
(Editor's note: Earnings dates in tables are tentative. However, companies featured in "Earnings Spotlights" have officially announced their earnings dates.)
Earnings calendar highlights
Monday (5/4)
Company |
Symbol |
Earnings estimate |
Axsome Therapeutics |
AXSM |
-$0.86 per share |
CNA Financial |
CNA |
1.30 |
Cogent Communications |
CCOI |
-1.00 |
GeneDx |
WGS |
-0.01 |
Hess Midstream Partners |
HESM |
0.67 |
Krystal Biotech |
KRYS |
1.49 |
Norwegian Cruise Line |
NCLH |
0.14 |
Pinnacle West |
PNW |
0.01 |
RLJ Lodging Trust |
RLJ |
0.27 |
The Marzetti Company |
MZTI |
1.57 |
Twist Bioscience |
TWST |
-0.48 |
Tyson Foods |
TSN |
0.78 |
Earnings spotlight: Palantir Technologies

If anyone has questions about whether Palantir Technologies (PLTR) is still a top tech disruptor, consider the opportunity for the government contractor to grow within traditional commercial enterprise organizations.
Indeed, as Oppenheimer analysts Param Singh and Jake Heimowitz note, the AI application software and data analytics leader is already "establishing itself as the 'best-in-class' vendor for this market segment."
We'll see whether that's impacting the top and bottom lines in a meaningful way when management reports first-quarter results after the close on Monday.
Wall Street expects earnings of 28 cents per share (+115.4% year over year) on revenue of $1.54 billion (+74.3% YoY).
Singh and Heimowitz initiated coverage of the stock with an Overweight (Buy) rating and a $200 12-month target price on April 30, when PLTR closed at $139.11.
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Potential upside of 43.8% from there is also based on the analysts' view that Palantir's custom applications "have considerable switching costs once embedded, creating a highly sticky platform."
At the same time, the company "is positively aligned to the growing spend in defense technology by the United States and its allies" amid a war in the Middle East with no clear end in sight.
Company |
Symbol |
Earnings estimate |
Addus HomeCare |
ADUS |
$1.54 per share |
ADTRAN |
ADTN |
0.09 |
Advanced Energy |
AEIS |
1.98 |
Allison Transmission |
ALSN |
2.07 |
Ameresco |
AMRC |
-0.29 |
Atlas Energy Solutions |
AESI |
-0.25 |
BioMarin Pharmaceutical |
BMRN |
0.72 |
Boise Cascade |
BCC |
0.42 |
BWX Technologies |
BWXT |
0.92 |
Corebridge Financial |
CRBG |
1.05 |
Crescent Energy |
CRGY |
0.38 |
Diamondback Energy |
FANG |
3.66 |
Dorman Products |
DORM |
1.57 |
Duolingo |
DUOL |
0.77 |
Equitable Holdings |
EQH |
1.61 |
EverQuote |
EVER |
0.44 |
Fabrinet |
FN |
3.56 |
Firefly Aerospace |
FLY |
-0.51 |
Golub Capital |
GBDC |
0.36 |
Innovative Industrial Properties |
IIPR |
1.73 |
Innovex International |
INVX |
0.24 |
Inspire Medical Systems |
INSP |
-0.32 |
JBT Marel |
JBTM |
1.48 |
Lattice Semi |
LSCC |
0.37 |
Matson |
MATX |
1.61 |
MSA Safety |
MSA |
1.83 |
National Health |
NHI |
1.21 |
New Mountain Finance |
NMFC |
0.32 |
NJ Resources |
NJR |
1.90 |
ONE Gas |
OGS |
2.17 |
onsemi |
ON |
0.61 |
OSI Systems |
OSIS |
2.54 |
Otter Tail Power |
OTTR |
1.42 |
Paramount Skydance |
PSKY |
0.15 |
Paymentus |
PAY |
0.18 |
PINS |
0.23 |
|
Powell Industries |
POWL |
1.36 |
RB Global |
RBA |
0.99 |
Sonos |
SONO |
-0.24 |
Tennant |
TNC |
0.40 |
The Baldwin Group |
BWIN |
0.63 |
Tidewater |
TDW |
0.68 |
Travere Therapeutics |
TVTX |
-0.24 |
V2X |
VVX |
1.24 |
Valaris |
VAL |
-0.05 |
Vertex Pharmaceuticals |
VRTX |
4.28 |
Viper Energy Partners |
VNOM |
0.47 |
Vornado Realty Trust |
VNO |
0.51 |
Voyager Technologies |
VOYG |
-0.61 |
Williams Companies |
WMB |
0.63 |
Tuesday (5/5)
Company |
Symbol |
Earnings estimate |
AdaptHealth |
AHCO |
$0.01 per share |
ADM |
ADM |
0.64 |
AGCO |
AGCO |
0.44 |
Alkermes |
ALKS |
-0.54 |
American Electric |
AEP |
1.57 |
Anheuser-Busch InBev |
BUD |
0.91 |
Aptiv |
APTV |
1.62 |
Atkore International |
ATKR |
1.00 |
Avista |
AVA |
1.02 |
Ball |
BALL |
0.85 |
BellRing Brands |
BRBR |
0.32 |
BioNTech |
BNTX |
-2.20 |
Cameco |
CCJ |
-0.10 |
Cipher Mining |
CIFR |
-0.22 |
Colliers |
CIGI |
0.93 |
Cummins |
CMI |
5.63 |
DigitalOcean |
DOCN |
0.26 |
Donnelley Financial |
DFIN |
1.35 |
Duke Energy |
DUK |
1.87 |
DuPont |
DD |
0.48 |
Eaton |
ETN |
2.73 |
Ecovyst |
ECVT |
0.05 |
Embecta |
EMBC |
0.42 |
Energizer |
ENR |
0.47 |
Energy Transfer |
ET |
0.39 |
Enpro |
NPO |
2.08 |
Expro Group |
XPRO |
0.12 |
First Watch Restaurant Group |
FWRG |
-0.03 |
Fiserv |
FISV |
1.58 |
Fortrea |
FTRE |
0.05 |
Fresh Del Monte |
FDP |
0.62 |
fuboTV |
FUBO |
-0.35 |
Gartner |
IT |
2.92 |
GlobalFoundries |
GFS |
0.35 |
Graphic Packaging |
GPK |
0.06 |
Harley-Davidson |
HOG |
0.22 |
Henry Schein |
HSIC |
1.22 |
Huntington Ingalls |
HII |
3.70 |
IDEXX Labs |
IDXX |
3.41 |
Ingredion |
INGR |
2.48 |
Integra |
IART |
0.40 |
IPG Photonics |
IPGP |
0.27 |
IQVIA |
IQV |
2.82 |
KKR |
KKR |
1.26 |
Knife River |
KNF |
-1.41 |
LCI Industries |
LCII |
2.17 |
Leidos |
LDOS |
2.90 |
Life Time |
LTH |
0.34 |
Marathon Petroleum |
MPC |
0.74 |
Marriott Vacations |
VAC |
1.68 |
MFA Financial |
MFA |
0.30 |
MPLX LP |
MPLX |
1.05 |
Oaktree Specialty Lending |
OCSL |
0.37 |
Ocular Therapeutix |
OCUL |
-0.32 |
Oil States |
OIS |
0.09 |
OPENLANE |
OPLN |
0.31 |
PayPal |
PYPL |
1.27 |
Pediatrix Medical Group |
MD |
0.38 |
Pfizer |
PFE |
0.72 |
Portillo's |
PTLO |
0.01 |
Procore Technologies |
PCOR |
0.36 |
Public Service |
PEG |
1.44 |
Repligen |
RGEN |
0.38 |
Revvity |
RVTY |
1.02 |
Rhythm Pharmaceuticals |
RYTM |
-0.82 |
Rockwell Automation |
ROK |
2.88 |
Scorpio Tankers |
STNG |
2.71 |
Shoals Technologies |
SHLS |
0.06 |
Shopify |
SHOP |
0.33 |
Sotera Health |
SHC |
0.17 |
Sunoco LP |
SUN |
1.74 |
Sunstone Hotel |
SHO |
0.22 |
Surgery Partners |
SGRY |
-0.12 |
Thomson Reuters |
TRI |
1.19 |
TopBuild |
BLD |
3.64 |
Transdigm Group |
TDG |
9.43 |
UL Solutions |
ULS |
0.41 |
Waters |
WAT |
2.31 |
WEC Energy Group |
WEC |
2.30 |
Westlake |
WLK |
-0.11 |
Earnings spotlight: Advanced Micro Devices

Advanced Micro Devices (AMD) is a top-20 publicly traded company in the world based on market cap. The stock was up 65.5% year to date through April 30, and it's still basically a footnote in the story of a revolution.
At the same time, that performance in 2026 reflects at least in part AMD's transition from CPUs and GPUs to AI. It's now a full-stack platform provider, with hardware, software and network solutions for proliferating data centers.
AMD is scheduled to report first-quarter results after the market closes on Tuesday. Wall Street expects the semiconductor stock to report EPS of $1.29 (+34.4% YoY) on revenue of $9.89 billion (+33.0% YoY).
Susquehanna analyst Christopher Rolland reiterated his Positive (Buy) rating and raised his 12-month target price for AMD from $300 to $375 on April 29, citing solid trends for the company's data center hardware.
The analyst notes that AMD has new 6-gigawatt hardware agreements with OpenAI and Meta Platforms (META), and management is optimistic about "several other GW-scale opportunities" over the next three to five years.
Rolland expects revenue growth for the MI350 data center GPU to continue in the second half and "a sharper ramp" late in the year with the launch of MI450.
"In short," Rolland wrote, "we expect better results/guidance driven primarily by DC."
Company |
Symbol |
Earnings estimate |
Adaptive Biotechnologies |
ADPT |
-$0.16 per share |
AGI |
AGBK |
1.20 |
Alphatec |
ATEC |
-0.02 |
Andersons |
ANDE |
0.70 |
Angi |
ANGI |
-0.40 |
Archrock |
AROC |
0.46 |
Arcus Biosciences |
RCUS |
-0.88 |
Arista Networks |
ANET |
0.81 |
Assurant |
AIZ |
5.29 |
Astera Labs |
ALAB |
0.54 |
AtriCure |
ATRC |
-0.06 |
BigBear.ai |
BBAI |
-0.08 |
BJ Restaurants |
BJRI |
0.59 |
BlackLine |
BL |
0.45 |
Bright Horizons |
BFAM |
0.80 |
BrightView |
BV |
0.10 |
Bumble |
BMBL |
0.28 |
Cabot |
CBT |
1.46 |
California Resources |
CRC |
0.82 |
Celanese |
CE |
0.88 |
Centrus Energy |
LEU |
0.45 |
Chemours |
CC |
-0.04 |
Chord Energy |
CHRD |
3.51 |
Comstock |
CRK |
0.22 |
Corteva |
CTVA |
1.17 |
Coty |
COTY |
-0.01 |
Coupang |
CPNG |
-0.09 |
Credit Acceptance |
CACC |
10.73 |
Cytokinetics |
CYTK |
-1.65 |
Dave |
DAVE |
2.65 |
DaVita |
DVA |
2.33 |
Dentsply Sirona |
XRAY |
0.28 |
Devon Energy |
DVN |
1.05 |
DHT |
DHT |
0.58 |
Douglas Emmett |
DEI |
0.36 |
Electronic Arts |
EA |
2.39 |
Emerson |
EMR |
1.53 |
Enact Holdings |
ACT |
1.19 |
EOG Resources |
EOG |
3.13 |
Everus |
ECG |
0.82 |
Exelixis |
EXEL |
0.77 |
Flywire |
FLYW |
0.04 |
Freshworks |
FRSH |
0.11 |
GXO Logistics |
GXO |
0.37 |
Healthpeak Properties |
DOC |
0.43 |
Hecla Mining |
HL |
0.26 |
Hercules Capital |
HTGC |
0.48 |
Hinge Health |
HNGE |
0.39 |
Huron Consulting |
HURN |
1.60 |
Intapp |
INTA |
0.28 |
Interparfums |
IPAR |
1.18 |
Intl Flavors |
IFF |
1.07 |
Jack Henry |
JKHY |
1.47 |
Jackson Financial |
JXN |
5.96 |
Jacobs Solutions |
J |
1.63 |
Jazz Pharma |
JAZZ |
4.71 |
Joby Aviation |
JOBY |
-0.21 |
Klaviyo |
KVYO |
0.20 |
Lemaitre Vascular |
LMAT |
0.66 |
Light & Wonder |
LNWO |
1.02 |
Limbach |
LMB |
0.21 |
Live Nation |
LYV |
-0.35 |
Logitech International |
LOGI |
1.10 |
Lucid Group |
LCID |
-2.35 |
Lumen Technologies |
LUMN |
-0.13 |
Lumentum |
LITE |
2.27 |
Manitowoc |
MTW |
0.04 |
Marqeta |
MQ |
-0.01 |
MasterBrand |
MBC |
-0.04 |
Match Group |
MTCH |
0.61 |
Mercury |
MRCY |
0.07 |
MNTN |
MNTN |
0.11 |
Mueller Water |
MWA |
0.37 |
Myriad Genetics |
MYGN |
-0.07 |
National Storage Affiliates |
NSA |
0.54 |
Navitas Semiconductor |
NVTS |
-0.05 |
Neurocrine Biosciences |
NBIX |
1.22 |
Occidental Petroleum |
OXY |
0.56 |
Onto Innovation |
ONTO |
1.42 |
Pan Am Silver |
PAAS |
1.06 |
Par Pacific |
PARR |
0.99 |
PennyMac |
PFSI |
2.45 |
Pitney Bowes |
PBI |
0.43 |
Primoris Services |
PRIM |
0.85 |
Prudential |
PRU |
3.11 |
Qorvo |
QRVO |
1.21 |
Qualys |
QLYS |
1.80 |
QuidelOrtho |
QDEL |
0.19 |
Rapid7 |
RPD |
0.30 |
Revolve Group |
RVLV |
0.19 |
Schrodinger |
SDGR |
-0.62 |
Select Water Solutions |
WTTR |
0.07 |
Sixth Street Specialty Lending |
TSLX |
0.49 |
Skyworks |
SWKS |
1.04 |
Solventum |
SOLV |
1.35 |
Strategy |
MSTR |
-20.29 |
Suncor Energy |
SU |
1.27 |
Super Micro Computer |
SMCI |
0.62 |
Supernus Pharmaceuticals |
SUPN |
0.30 |
Talos Energy |
TALO |
-0.17 |
Tempus AI |
TEM |
-0.20 |
Teradata |
TDC |
0.77 |
Ternium |
TX |
0.82 |
Titan America |
TTAM |
0.20 |
TransMedics Group |
TMDX |
0.60 |
Upstart |
UPST |
0.39 |
Veeco Instruments |
VECO |
0.19 |
Veracyte |
VCYT |
0.33 |
Versigent |
VGNT |
1.18 |
Voya Financial |
VOYA |
2.02 |
VSE |
VSEC |
0.91 |
Wolfspeed |
WOLF |
-3.78 |
Workiva |
WK |
0.65 |
Wednesday (5/6)
Company |
Symbol |
Earnings estimate |
Acushnet |
GOLF |
$1.40 per share |
Adient |
ADNT |
0.44 |
Amcor |
AMCR |
-0.34 |
Apollo Global Management |
APO |
1.90 |
ATS |
ATS |
0.32 |
BioCryst Pharmaceuticals |
BCRX |
0.04 |
Bio-Techne |
TECH |
0.53 |
Bloomin' Brands |
BLMN |
0.57 |
Brinks |
BCO |
1.59 |
Bruker |
BRKR |
0.23 |
CDW |
CDW |
2.28 |
Cencora |
COR |
4.82 |
Clean Harbors |
CLH |
1.15 |
Clear Secure |
YOU |
0.33 |
Criteo |
CRTO |
0.57 |
CVS Health |
CVS |
2.18 |
Deluxe |
DLX |
0.87 |
Dine Brands |
DIN |
1.00 |
Edgewell Personal Care |
EPC |
0.44 |
Elanco Animal Health |
ELAN |
0.35 |
Establishment Labs |
ESTA |
-0.36 |
Exelon |
EXC |
0.88 |
Flex |
FLEX |
0.87 |
Forgent Power Solutions |
FPS |
0.16 |
Freshpet |
FRPT |
0.08 |
Geo Group |
GEO |
0.19 |
Global Payments |
GPN |
2.81 |
HNI |
HNI |
0.29 |
InMode |
INMD |
0.30 |
Instacart |
CART |
0.57 |
Insulet |
PODD |
1.20 |
ITT |
ITT |
1.72 |
J&J Snack Foods |
JJSF |
0.37 |
Johnson Controls |
JCI |
1.28 |
Kennametal |
KMT |
0.67 |
Kraft Heinz |
KHC |
0.50 |
Kyndryl |
KD |
0.45 |
Lineage |
LINE |
0.69 |
Littelfuse |
LFUS |
2.84 |
LivaNova |
LIVN |
0.90 |
Louisiana-Pacific |
LPX |
0.14 |
Madrigal Pharmaceuticals |
MDGL |
-4.00 |
Marex Group |
MRX |
1.38 |
Marriott |
MAR |
2.56 |
Medline |
MDLN |
0.30 |
Millrose Properties |
MRP |
0.77 |
New York Times |
NYT |
0.47 |
NICE |
NICE |
2.52 |
NiSource |
NI |
1.05 |
NRG Energy |
NRG |
1.90 |
Oscar Health |
OSCR |
1.11 |
Owens Corning |
OC |
0.98 |
Performance Food Group |
PFGC |
0.78 |
Perrigo |
PRGO |
0.31 |
Restaurant Brands International |
QSR |
0.83 |
Reynolds Consumer Products |
REYN |
0.24 |
SharkNinja |
SN |
1.01 |
SolarEdge Technologies |
SEDG |
-0.27 |
Solstice Advance Materials |
SOLS |
0.61 |
Spire |
SR |
3.72 |
Steven Madden |
SHOO |
0.43 |
TIC Solutions |
TIC |
-0.06 |
Timken |
TKR |
1.50 |
Trimble |
TRMB |
0.72 |
Uber |
UBER |
0.69 |
UBS |
UBS |
0.78 |
United Therapeutics |
UTHR |
7.00 |
Utz Brands |
UTZ |
0.14 |
Walt Disney |
DIS |
1.49 |
XPEL |
XPEL |
0.36 |
Company |
Symbol |
Earnings estimate |
ACADIA Pharmaceuticals |
ACAD |
$0.05 per share |
ACV Auctions |
ACVA |
0.03 |
Albemarle |
ALB |
1.19 |
Alpha and Omega Semiconductor |
AOSL |
-0.36 |
American Homes 4 Rent |
AMH |
0.47 |
American States Water |
AWR |
0.77 |
Amplitude |
AMPL |
-0.01 |
APA |
APA |
1.11 |
AppLovin |
APP |
3.44 |
Arm Holdings |
ARM |
0.58 |
Array Technologies |
ARRY |
-0.05 |
Atmos Energy |
ATO |
3.41 |
Aura Minerals |
AUGO |
1.85 |
Axon |
AXON |
1.60 |
B2Gold |
BTG |
0.12 |
Barrett Business |
BBSI |
-0.26 |
BillionToOne |
BLLN |
0.03 |
BitGo Holdings |
BTGO |
-0.16 |
Black Hills |
BKH |
1.84 |
Blue Bird |
BLBD |
0.88 |
Blue Owl Technology Finance |
OTF |
0.31 |
Cactus |
WHD |
0.62 |
CF Industries |
CF |
2.62 |
Chesapeake Utilities |
CPK |
2.38 |
Chime |
CHYM |
0.03 |
Cirrus Logic |
CRUS |
1.76 |
Coeur Mining |
CDE |
0.36 |
Cognex |
CGNX |
0.25 |
Coherent |
COHR |
1.40 |
Compass Minerals |
CMP |
-0.05 |
CoreCivic |
CXW |
0.56 |
Crane NXT |
CXT |
0.57 |
Curtiss-Wright |
CW |
3.30 |
Digi International |
DGII |
0.58 |
DoorDash |
DASH |
0.36 |
DoubleVerify |
DV |
0.05 |
Dutch Bros |
BROS |
0.15 |
Encore Capital |
ECPG |
3.02 |
Envista |
NVST |
0.31 |
EPR Properties |
EPR |
1.25 |
Equinox Gold |
EQX |
0.26 |
Ethos Technologies |
LIFE |
-1.34 |
Eversource Energy |
ES |
1.62 |
EVERTEC |
EVTC |
0.92 |
Excelerate Energy |
EE |
0.38 |
Fastly |
FSLY |
0.08 |
Fidelity National |
FNF |
1.09 |
Fluence |
FLNC |
-0.17 |
Fortinet |
FTNT |
0.62 |
FS KKR Capital |
FSK |
0.44 |
Genco Shipping & Trading |
GNK |
0.10 |
Guardian Pharmacy Services |
GRDN |
0.24 |
H & R Block |
HRB |
5.77 |
Herbalife Nutrition |
HLF |
0.57 |
HighPeak Energy |
HPK |
-0.03 |
Horace Mann |
HMN |
1.13 |
Host Hotels |
HST |
0.62 |
Houlihan Lokey |
HLI |
1.79 |
Ibotta |
IBTA |
-0.30 |
Ingevity |
NGVT |
0.83 |
IonQ |
IONQ |
-0.48 |
Kemper |
KMPR |
0.79 |
Kinetik |
KNTK |
0.21 |
Kratos Defense and Security |
KTOS |
0.13 |
Kulicke & Soffa |
KLIC |
0.67 |
LandBridge |
LB |
0.55 |
LegalZoom.com |
LZ |
0.13 |
LifeMD |
LFMD |
-0.21 |
LTC Properties |
LTC |
0.68 |
Macerich |
MAC |
0.31 |
Magnite |
MGNI |
0.11 |
Matador Resources |
MTDR |
1.29 |
MetLife |
MET |
2.26 |
Miami International Holdings |
MIAX |
0.37 |
MKS |
MKSI |
2.04 |
Montrose Environmental Group |
MEG |
-0.26 |
Murphy Oil |
MUR |
0.33 |
NerdWallet |
NRDS |
0.28 |
Nutrien |
NTR |
0.52 |
Ormat Technologies |
ORA |
0.91 |
Pattern Group |
PTRN |
0.10 |
Paycom Software |
PAYC |
2.99 |
PayPay |
PAYP |
0.11 |
Primerica |
PRI |
5.49 |
PTC |
PTC |
2.10 |
Qiagen |
QGEN |
0.61 |
Radian Group |
RDN |
1.21 |
Rayonier |
RYN |
0.04 |
Realty Income |
O |
1.10 |
Regal Rexnord |
RRX |
2.11 |
Remitly Global |
RELY |
0.12 |
Root |
ROOT |
0.84 |
Royal Gold |
RGLD |
2.81 |
RxSight |
RXST |
-0.31 |
Sarepta Therapeutics |
SRPT |
0.98 |
Savers Value Village |
SVV |
0.02 |
Sezzle |
SEZL |
1.20 |
SiTime |
SITM |
1.16 |
Skyward Specialty Insurance Group |
SKWD |
1.12 |
SM Energy |
SM |
1.12 |
SmartStop Self Storage REIT |
SMA |
0.47 |
Snap |
SNAP |
-0.07 |
Sturm Ruger |
RGR |
0.34 |
Sun Life |
SLF |
1.38 |
Sunrun |
RUN |
-0.01 |
Symbotic |
SYM |
0.12 |
Tenaris |
TS |
1.94 |
TKO Group Holdings |
TKO |
1.14 |
Tronox |
TROX |
-0.45 |
Tutor Perini |
TPC |
0.63 |
U.S. Physical Therapy |
USPH |
0.52 |
UGI |
UGI |
2.01 |
Veradermics |
MANE |
-0.65 |
Verra Mobility |
VRRM |
0.24 |
Victory Capital |
VCTR |
1.61 |
Vir Biotechnology |
VIR |
-0.10 |
Warner Bros. Discovery |
WBD |
-0.11 |
Watts Water Technologies |
WTS |
2.69 |
Western Midstream |
WES |
0.74 |
Whirlpool |
WHR |
0.45 |
Zillow |
ZG |
0.46 |
Thursday (5/7)
Earnings spotlight: Canadian Natural Resources

Energy stocks all over the world, including U.S. supermajors Chevron (CVX), ConocoPhillips (COP) and Exxon Mobil (XOM), were outperforming even before the war in the Middle East started.
CVX was up 23.8% through February 27 vs a gain of 0.7% for the S&P 500. COP was only up 22.1%, but XOM added 27.6%. And Canadian Natural Resources (CNQ) topped them all, rising 29.3%.
From the start of the war through April 30, CVX is up 3.5%, and XOM is up 1.2%. But the S&P 500 is up 4.8%. COP, more of a "pure play" upstream outfit with little exposure to the war zone, has added 10.9%. CNQ, meanwhile, is up 9.0%.
Canadian Natural Resources lacks downstream exposure, too, and it has the added benefit of realizing premium prices for the bitumen-based synthetic crude oil (SCO) it produces from Canadian oil sands reserves.
Management will report first-quarter earnings before the opening bell on Thursday. The only "shock" here might be the light forecast: Wall Street expects EPS of $1.08 (-7.4% YoY) on revenue of $10.17 billion (-7.1% YoY).
As BMO Capital Markets analyst Randy Ollenberger noted in March, Canadian Natural Resources posted record production during the fourth quarter and raised its guidance for 2026.
And CNQ is a cash-generating machine: "Stronger operating performance and disciplined execution supported a revision to the company's FCF allocation framework, with CNQ now returning 75% of FCF to shareholders."
Ollenberger reiterated his Outperform rating and raised his 12-month target price for CNQ stock to $70 from $56. "We expect this outperformance to persist should crude prices remain elevated," he concluded.
Company |
Symbol |
Earnings estimate |
AAON |
AAON |
$0.29 per share |
ACI Worldwide |
ACIW |
0.29 |
ACM Research |
ACMR |
0.26 |
Allegro Microsystems |
ALGM |
0.16 |
Americold Realty Trust |
COLD |
0.28 |
Appian |
APPN |
0.18 |
Arrow Electronics |
ARW |
2.92 |
Aspen Aerogels |
ASPN |
-0.27 |
Avient |
AVNT |
0.81 |
Barrick Mining |
B |
0.80 |
BCE |
BCE |
0.42 |
Becton Dickinson |
BDX |
2.78 |
Bentley Systems |
BSY |
0.36 |
Canada Goose |
GOOS |
0.29 |
Canadian Natural Resources |
CNQ |
0.76 |
Carlyle Group |
CG |
0.94 |
Cars.com |
CARS |
0.46 |
Charles River |
CRL |
1.94 |
Cheniere Energy |
LNG |
4.25 |
Collegium Pharmaceutical |
COLL |
1.52 |
Core Natural Resources |
CNR |
0.26 |
Cushman & Wakefield |
CWK |
0.13 |
Datadog |
DDOG |
0.50 |
Enovis |
ENOV |
0.81 |
EPAM Systems |
EPAM |
2.75 |
ESAB |
ESAB |
1.34 |
Esperion Therapeutics |
ESPR |
-0.03 |
Essential Utilities |
WTRG |
0.91 |
Evergy |
EVRG |
0.61 |
Evolent Health |
EVH |
-0.05 |
First Advantage |
FA |
0.21 |
GATX |
GATX |
2.28 |
Genius Sports |
GENI |
-0.07 |
Gibraltar Industries |
ROCK |
0.63 |
Gogo |
GOGO |
0.04 |
Grainger |
GWW |
10.21 |
Gray Media |
GTN |
-0.28 |
Green Plains |
GPRE |
-0.02 |
Haemonetics |
HAE |
1.27 |
Harmony Biosciences |
HRMY |
0.71 |
Hertz Global |
HTZ |
-0.72 |
Howmet Aerospace |
HWM |
1.11 |
Insight Enterprises |
NSIT |
2.37 |
Insmed |
INSM |
-0.96 |
Installed Building Products |
IBP |
1.96 |
International Seaways |
INSW |
2.89 |
Kenvue |
KVUE |
0.26 |
Kimbell Royalty Partners |
KRP |
0.23 |
Kontoor Brands |
KTB |
1.13 |
Krispy Kreme |
DNUT |
-0.02 |
Lamar Advertising |
LAMR |
1.63 |
Lantheus Holdings |
LNTH |
1.23 |
Leggett & Platt |
LEG |
0.24 |
LifeStance Health Group |
LFST |
0.01 |
Ligand Pharma |
LGND |
1.82 |
Lincoln National |
LNC |
1.60 |
Loar Holdings |
LOAR |
0.16 |
MACOM Technology Solutions |
MTSI |
1.07 |
Marcus & Millichap |
MMI |
-0.07 |
MarketAxess |
MKTX |
2.15 |
MasterCraft |
MCFT |
0.36 |
MAXIMUS |
MMS |
2.04 |
McDonald's |
MCD |
2.75 |
MDU Resources |
MDU |
0.41 |
Millicom International Cellular |
TIGO |
1.36 |
N-able |
NABL |
0.09 |
NCR Voyix Corporation |
VYX |
0.06 |
NetScout Systems |
NTCT |
0.46 |
Nexstar |
NXST |
4.40 |
Nomad Foods |
NOMD |
0.18 |
Papa John's |
PZZA |
0.37 |
Payoneer |
PAYO |
0.04 |
Peloton |
PTON |
0.07 |
Planet Fitness |
PLNT |
0.63 |
Playtika |
PLTK |
0.08 |
Primo Brands |
PRMB |
0.24 |
Privia Health |
PRVA |
0.07 |
Radware |
RDWR |
0.27 |
RXO |
RXO |
-0.10 |
ScanSource |
SCSC |
0.92 |
Scholar Rock |
SRRK |
-0.80 |
Sempra Energy |
SRE |
1.51 |
Shake Shack |
SHAK |
0.12 |
Shift4 Payments |
FOUR |
0.97 |
Six Flags Entertainment |
FUN |
-2.92 |
Somnigroup International |
SGI |
0.58 |
Spectrum Brands |
SPB |
1.01 |
Stevanato Group |
STVN |
0.10 |
Stratasys |
SSYS |
-0.02 |
Tapestry |
TPR |
1.29 |
Tecnoglass |
TGLS |
0.72 |
Trex |
TREX |
0.51 |
TripAdvisor |
TRIP |
-0.07 |
Turning Point Brands |
TPB |
0.57 |
Unity Software |
U |
-0.22 |
US Foods |
USFD |
0.81 |
Valvoline |
VVV |
0.34 |
Vericel |
VCEL |
-0.15 |
Vertex |
VERX |
0.16 |
Viatris |
VTRS |
0.50 |
Vital Farms |
VITL |
0.09 |
Vontier |
VNT |
0.80 |
Walker & Dunlop |
WD |
0.06 |
Warby Parker |
WRBY |
0.10 |
Xometry |
XMTR |
0.09 |
XPLR Infrastructure LP |
XIFR |
-0.18 |
Zoetis |
ZTS |
1.60 |
Company |
Symbol |
Earnings estimate |
10x Genomics |
TXG |
-$0.28 per share |
Affirm |
AFRM |
0.17 |
Airbnb |
ABNB |
0.31 |
Akamai Technologies |
AKAM |
1.60 |
Alarm.com |
ALRM |
0.60 |
American Healthcare REIT |
AHR |
0.47 |
AMN Healthcare |
AMN |
1.62 |
Applied Optoelectronics |
AAOI |
-0.05 |
Arlo Technologies |
ARLO |
0.19 |
Arrowhead |
ARWR |
-1.17 |
Artivion |
AORT |
0.03 |
Assured Guaranty |
AGO |
1.51 |
Astrana Health |
ASTH |
0.30 |
AvePoint |
AVPT |
0.08 |
Axcelis Technologies |
ACLS |
0.71 |
Barings BDC |
BBDC |
0.25 |
Bill.com |
BILL |
0.55 |
Block |
XYZ |
0.68 |
CarGurus |
CARG |
0.57 |
Caris Life Sciences |
CAI |
-0.03 |
Clean Energy Fuels |
CLNE |
-0.03 |
Clearwater Analytics |
CWAN |
0.16 |
Clearway Energy |
CWEN |
-0.44 |
Cloudflare |
NET |
0.23 |
Coinbase Global |
COIN |
0.17 |
Con Edison |
ED |
2.28 |
Concentra |
CON |
0.34 |
CoreWeave |
CRWV |
-0.91 |
Corpay |
CPAY |
5.47 |
Corsair Gaming |
CRSR |
0.18 |
Covista |
CVSA |
1.72 |
Crinetics Pharmaceuticals |
CRNX |
-1.22 |
Diodes |
DIOD |
0.35 |
DraftKings |
DKNG |
0.02 |
Dropbox |
DBX |
0.70 |
DXC Technology |
DXC |
0.70 |
Esco Technologies |
ESE |
1.84 |
EverCommerce |
EVCM |
0.14 |
Expedia Group |
EXPE |
1.41 |
FIGS |
FIGS |
0.01 |
Fortune Brands Innovations |
FBIN |
0.52 |
Forward Air |
FWRD |
-0.39 |
Fox Factory Holding |
FOXF |
0.08 |
FTAI Infrastructure |
FIP |
-0.42 |
Gen Digital |
GEN |
0.65 |
Genpact |
G |
0.92 |
Gilead Sciences |
GILD |
1.91 |
Globus Medical |
GMED |
0.92 |
GoodRx |
GDRX |
0.07 |
Grindr |
GRND |
0.12 |
Guardant Health |
GH |
-0.81 |
Howard Hughes Holdings |
HHH |
1.16 |
HubSpot |
HUBS |
2.47 |
ICF International |
ICFI |
1.55 |
ICU Medical |
ICUI |
1.75 |
indie Semiconductor |
INDI |
-0.06 |
Innodata |
INOD |
0.08 |
Innospec |
IOSP |
1.01 |
IREN Limited |
IREN |
-0.22 |
JFrog |
FROG |
0.21 |
Lyft |
LYFT |
0.05 |
Malibu Boats |
MBUU |
0.30 |
McKesson |
MCK |
11.56 |
Mettler-Toledo |
MTD |
8.71 |
Microchip |
MCHP |
0.50 |
Motorola Solutions |
MSI |
3.24 |
MP Materials |
MP |
-0.03 |
News |
NWSA |
0.19 |
nLIGHT |
LASR |
0.08 |
NuScale Power |
SMR |
-0.13 |
Olin |
OLN |
-0.69 |
Omada Health |
OMDA |
-0.13 |
Once Upon a Farm |
OFRM |
-0.32 |
Open Text |
OTEX |
0.92 |
Opendoor Technologies |
OPEN |
-0.09 |
OUTFRONT Media |
OUT |
0.26 |
PAR Technology |
PAR |
0.06 |
Paylocity |
PCTY |
2.58 |
Pembina Pipeline |
PBA |
0.53 |
Perdoceo Education |
PRDO |
0.79 |
PicS |
PICS |
0.23 |
Post |
POST |
1.75 |
Power Integrations |
POWI |
0.23 |
Progyny |
PGNY |
0.26 |
PTC Therapeutics |
PTCT |
-0.47 |
QuinStreet |
QNST |
0.32 |
Red Cat Holdings |
RCAT |
-0.12 |
Reinsurance Group of America |
RGA |
6.01 |
Republic Services |
RSG |
1.64 |
RingCentral |
RNG |
1.17 |
Rocket Companies |
RKT |
0.12 |
Rocket Lab USA |
RKLB |
-0.07 |
Sony |
SONY |
0.14 |
SoundHound AI |
SOUN |
-0.10 |
StandardAero |
SARO |
0.26 |
Sweetgreen |
SG |
-0.22 |
Synaptics |
SYNA |
1.01 |
Tandem Diabetes Care |
TNDM |
-0.44 |
Texas Roadhouse |
TXRH |
1.81 |
The RealReal |
REAL |
-0.01 |
The Trade Desk |
TTD |
0.09 |
Toast |
TOST |
0.27 |
Upwork |
UPWK |
0.27 |
Warner Music Group |
WMG |
0.27 |
Wheaton Precious Metals |
WPM |
1.23 |
WhiteFiber |
WYFI |
-0.27 |
WillScot Mobile Mini |
WSC |
0.16 |
Wynn Resorts |
WYNN |
1.26 |
Xponential Fitness |
XPOF |
0.10 |
Yelp |
YELP |
0.26 |
Ziff Davis |
ZD |
0.88 |
Zymeworks |
ZYME |
-0.30 |
Friday (5/8)
Company |
Symbol |
Earnings estimate |
Algonquin Power & Utilities |
AQN |
$0.11 per share |
Alpha Metallurgical Resources |
AMR |
0.67 |
AMC Networks |
AMCX |
0.21 |
ANI Pharmaceuticals |
ANIP |
1.30 |
Calumet |
CLMT |
-0.33 |
Construction Partners |
ROAD |
-0.03 |
Dauch |
DCH |
-0.14 |
Enbridge |
ENB |
0.69 |
Essent Group |
ESNT |
1.69 |
Fidelity National Information Services |
FIS |
1.29 |
Fluor |
FLR |
0.62 |
Fortis |
FTS |
0.73 |
Interface |
TILE |
0.33 |
Koppers Holdings |
KOP |
0.44 |
Oshkosh |
OSK |
1.04 |
Plains All American |
PAA |
0.38 |
PPL |
PPL |
0.62 |
Starwood Property Trust |
STWD |
0.42 |
Sylvamo |
SLVM |
-0.27 |
Wendy's |
WEN |
0.10 |
Reporting schedules are provided by Briefing.com and company websites. Earnings estimate data provided by Refinitiv, an LSEG business, via Yahoo! Finance, and S&P Global Market Intelligence via Briefing.com.