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Kiplinger
Kiplinger
Business
Karee Venema

Earnings Calendar and Analysis for This Week (May 18-22)

(Image credit: Getty Images)

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 (5/18)

Noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

Baidu

BIDU

$11.56 per share

Noteworthy after-the-close earnings reports

Company

Symbol

Earnings estimate

Agilysys

AGYS

$0.50 per share

Tuesday (5/19)

Noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

Amer Sports

AS

$0.31 per share

Bilibili

BILI

1.16

Eagle Materials

EXP

1.59

Home Depot

HD

3.41

KE Holdings

BEKE

0.95

Noteworthy after-the-close earnings reports

Company

Symbol

Earnings estimate

CAVA Group

CAVA

$0.17 per share

James Hardie

JHX

0.30

Keysight

KEYS

2.32

Toll Brothers

TOL

2.57

ZTO Express

ZTO

3.07

Wednesday (5/20)

Noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

Analog Devices

ADI

$2.89 per share

Arcos Dorados

ARCO

0.12

Dorian LPG

LPG

1.45

GDS Holdings

GDS

-0.23

Hasbro

HAS

1.16

Lowe's

LOW

2.97

Roivant Sciences

ROIV

-0.29

Target

TGT

1.42

TJX

TJX

1.02

V.F. Corp

VFC

-0.01

Earnings calendar recap: Nvidia

(Image credit: Getty Images)

With artificial intelligence driving what many observers see as a fourth industrial revolution, Nvidia's (NVDA) fiscal 2027 first-quarter results are about more than AI stocks.

CEO Jensen Huang and CFO Colette Kress delivered earnings of $1.87 per share (+139.7% year over year) on revenue of $81.62 billion (+85.2% YoY), as gross margin improved to 75.0% from 60.8%. Wall Street expected EPS of $1.78 on revenue of $78.98 billion.

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Management guided to second-quarter revenue of $91 billion, "plus or minus 2%." Gross margin will be 75.0%, "plus or minus 50 basis points," with opex of approximately $8.3 billion. Nvidia doesn't expect any data center revenue from China.

Nvidia also raised its quarterly dividend from 1 cent to 25 cents per share, and the board authorized an additional $80 billion in stock buybacks.

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"The buildout of AI factories – the largest infrastructure expansion in human history – is accelerating at extraordinary speed," CEO Jensen Huang said in a statement announcing results. "Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries."

The CEO added that Nvidia is "the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced – from hyperscale data centers to the edge."

Other noteworthy after-the-close earnings reports

Company

Symbol

Earnings estimate

e.l.f. Beauty

ELF

$0.29 per share

Enersys

ENS

2.99

Intuit

INTU

12.57

Nordson

NDSN

2.82

StepStone Group

STEP

0.52

Urban Outfitters

URBN

1.14

Thursday (5/21)

Earnings calendar preview: Walmart

(Image credit: SOPA Images / Contributor)

Nothing is as big as Nvidia these days, but Walmart (WMT) recently became the first brick-and-mortar retailer to reach a trillion-dollar market cap.

Markets will look to Bentonville, Arkansas, when Walmart reports fiscal 2027 first-quarter results before the opening bell on Thursday, for indications of how the conflict in the Middle East — and the subsequent rise in inflation — is or is not impacting consumer behavior.

Wall Street expects Walmart to report EPS of 66 cents (+8.2% year over year) on revenue of $174.62 billion (+6.5% YoY). UBS analyst Michael Lasser has a Buy rating and a 12-month target price of $147 for the Dow Jones stock.

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"Amidst a challenging backdrop for retailers, we anticipate WMT will continue to set the bar for the rest of the industry," Lasser writes in a preview of the biggest retailer in the world's upcoming earnings and guidance.

The analyst notes that Walmart "continues to gain traction with higher-income consumers," based primarily on better merchandise and better selection on its shelves as well as on its website. "At the same time," he adds, "WMT looks poised to sustain its price leadership while other retailers may be forced to pass through higher input costs."

Lasser sees long-term upside in Walmart's "second P&L" strategy focused on e-commerce, where return on investment is "beginning to inflect." Indeed, "its alternative revenue streams look poised to scale at a rapid pace" and "should drive the majority of WMT's earnings growth and margin expansion for the foreseeable future."

Other noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

Advance Auto Parts

AAP

$0.42 per share

Advanced Drainage Systems

WMS

0.95

Deere

DE

5.70

Hamilton Lane

HLNE

1.41

Lightspeed

LSPD

0.09

NetEase

NTES

15.1

NIO

NIO

-0.52

Ralph Lauren

RL

2.53

Shoe Carnival

SCVL

0.23

Vipshop

VIPS

4.56

Wealthfront

WLTH

0.12

Noteworthy after-the-close earnings reports

Company

Symbol

Earnings estimate

CAE

CAE

$0.30 per share

Deckers Outdoor

DECK

0.83

Flowers Foods

FLO

0.27

Gemini Space Station

GEMI

-1.03

Lionsgate Studios

LION

0.24

LiveRamp

RAMP

0.49

PayPay

PAYP

0.13

Ross Stores

ROST

1.71

Take-Two

TTWO

0.56

Webull

BULL

0.04

Workday

WDAY

2.52

Zoom Communications

ZM

1.42

Friday (5/22)

Noteworthy before-the-open earnings reports

Company

Symbol

Earnings estimate

BJ's Wholesale

BJ

$1.03 per share

Booz Allen Hamilton

BAH

1.34

Global Ship Lease

GSL

2.40

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.

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