Earnings season continues with a packed calendar on Wednesday, September 2, as a number of technology and consumer-facing companies prepare to release quarterly financial results. Investors will be watching a set of high-profile reports from across semiconductors, enterprise IT, cloud data platforms, data storage and specialty retail.
At the forefront of the day’s slate are semiconductor giant Broadcom, enterprise technology company Hewlett Packard Enterprise, cloud-data specialist Snowflake, storage vendor NetApp and discount retailer Five Below. These names sit alongside a wider group of firms reporting either before the market opens or after the close.
Earnings before the open
- REX American Resources Corp (REX) - Estimated EPS: $0.4244, Estimated revenue: $194.81M
- Sprinklr (CXM) - Estimated EPS: $0.1045, Estimated revenue: $215.56M
- Brown-Forman Corp Class B (BFb) - Estimated EPS: $0.3696, Estimated revenue: $917.95M
- Brown-Forman Corp Class A (BFa) - Estimated EPS: $0.3692, Estimated revenue: $918.75M
- G-III Apparel Group (GIII) - Estimated EPS: $0.2333, Estimated revenue: $570.37M
- Ollie’s Bargain Outlet Holdings Inc (OLLI) - Estimated EPS: $1.14, Estimated revenue: $756.4M
- StealthGas (GASS) - Estimated EPS: $0.50, Estimated revenue: $43.8M
Earnings after the close
- Broadcom Inc (AVGO) - Estimated EPS: $3.21, Estimated revenue: $29.25B
- Hewlett Packard Enterprise Co (HPE) - Estimated EPS: $0.9247, Estimated revenue: $11.93B
- Snowflake Inc (SNOW) - Estimated EPS: $0.4467, Estimated revenue: $1.48B
- NetApp Inc (NTAP) - Estimated EPS: $2.11, Estimated revenue: $1.83B
- Five Below Inc (FIVE) - Estimated EPS: $1.33, Estimated revenue: $1.21B
Additional companies slated to report include a mix of industrials, apparel, metals and software firms. The following firms also carry consensus estimates ahead of their releases:
- Argan Inc (AGX) - Estimated EPS: $2.66, Estimated revenue: $299.41M
- PVH Corp (PVH) - Estimated EPS: $3.08, Estimated revenue: $2.09B
- A-Mark Precious Metals (GOLD) - Estimated EPS: $0.942, Estimated revenue: $5.67B
- C3.ai Inc (AI) - Estimated EPS: -$0.2512, Estimated revenue: $52.3M
- Petco Health and Wellness Company (WOOF) - Estimated EPS: $0.0707, Estimated revenue: $1.49B
- Phreesia Inc (PHR) - Estimated EPS: $0.0851, Estimated revenue: $129.05M
- Methode Electronics Inc (MEI) - Estimated EPS: -$0.235, Estimated revenue: $231.57M
- Matrix Service Co (MTRX) - Estimated EPS: $0.18, Estimated revenue: $247.06M
- Tilly’s Inc (TLYS) - Estimated EPS: $0.17, Estimated revenue: $151.3M
Market participants will compare actual results to these estimates when companies report, and the outcomes will likely influence short-term price action for each name. The mixed composition of the day’s roster - from chipmakers and enterprise IT vendors to cloud platforms and retailers - underscores the cross-sectional nature of this portion of earnings season.
Investors and analysts often use the days surrounding major reports to assess revenue, margins and forward guidance, where provided. This particular calendar includes several large-cap technology and enterprise names whose results can shape sector narratives for the near term.
What to watch
Given the range of companies scheduled to report, attention will focus on whether large technology and data-infrastructure firms meet or miss the EPS and revenue estimates listed above, and how retailers and consumer-facing companies compare to their respective forecasts. The published consensus figures provide a baseline for assessing surprises and market reactions when the earnings releases arrive.
Note: The list above reports consensus estimates for EPS and revenue ahead of each company’s scheduled release. The calendar reflects firms reporting on Wednesday, September 2.