Earnings Calendar
The largest companies reporting between early May and 31 July 2026. When each one prints, what analysts expect, and the one or two things that actually matter. Rolling 3-month window, refreshed monthly.
The Big Names Reporting
When the biggest names report between 12 May and 31 July 2026 — what analysts expect, what last quarter looked like, and the one or two things that actually matter for the read.
Names in window
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Top 50 S&P + Top 10 Europe pool, filtered to in-window dates
Confirmed dates
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Company-confirmed via 8-K or IR page · the rest are analyst-consensus estimates
Heaviest week
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Most names reporting in a single week
Next print
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Nearest confirmed earnings date
Earnings density · by week
Summary
The May / June / July 2026 window tells us whether 2026's two big trades — AI capex and rate-cut beneficiaries — still have legs. Hyperscaler capex prints (META, MSFT, GOOGL, AMZN — all in the last week of July) collectively decide AVGO's, ORCL's and NVDA's read-throughs into 2027. Walmart, Costco, Visa and Mastercard between them tell us whether the US consumer is still spending or running out of room.
The European Top-10 slate (ASML, SAP, LVMH, Nestlé) reports H1 results — the European cycle reads cleaner than the US one this season. LVMH and Nestlé in particular will telegraph the state of European premiumisation.
Treat every consensus number in the calendar as a starting point, not truth. Estimates move daily; most of the July dates will firm up as 8-Ks land over the next 6–8 weeks. We'll roll the window monthly.
How to use this calendar
- Don't try to trade every print. Pick the 3-5 names whose results actually shape your view of the market.
- Before each print: write down 1-2 things you'd need to see to change your view.
- After the print: check whether you saw them — not whether the stock went up. That's the discipline that compounds.
- Use Claude's earnings agent to do the grunt work — pulling the transcript, surfacing what management changed on the call, comparing against last quarter. The free guide What Claude's New Finance Agents Actually Do walks through what each agent does; the Pro report Disney Q2 FY26 — What Changed on the Call is the worked example.