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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 preview: Nvidia

(Image credit: Getty Images)

It's only a slight exaggeration to say the whole world will be watching when Nvidia (NVDA) reports fiscal 2027 first-quarter results after the closing bell on Wednesday. This is about more than AI stocks. Indeed, artificial intelligence is the catalyst for what many observers see as a fourth industrial revolution.

And, fresh off a trip to China with President Donald Trump and other top C-suite executives, CEO Jensen Huang will surely have many interesting things to say during Nvidia's conference call.

Wall Street expects the leader of the AI revolution to post earnings of $1.78 per share on revenue of $78.98 billion. The semiconductor stock reported EPS of 81 cents on revenue of $44.06 billion a year ago.

Susquehanna analyst Christopher Rolland reiterated his Positive (Buy) rating and raised his 12-month target price from $250 to $275 in a preview of Nvidia's report. "We still view Nvidia as having one of the largest opportunity sets ahead," Rolland writes, in what seems like an understatement.

"AI demand is supported by ever-increasing hyperscale capex plans," the analyst notes. "The top five hyperscalers are now expected to nearly double capex spend in 2026 (vs Street estimates of +62% YOY prior to the quarter)."

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As Rolland recounts, at Nvidia's GTC conference in March, Huang updated the company's forecast to exceed approximately $1 trillion of combined Blackwell/Rubin revenue through calendar 2027, up from about $500 billion across 2025 and 2026.

"Additionally," Rolland concludes, "Nvidia is even suggesting the possibility for further upside as the target does not include new platforms (i.e., Groq LPX rack, Vera CPU rack, storage rack, etc.)."

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.

"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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