Stock Markets February 16, 2026

Cadence, Palo Alto Networks and Kenvue Lead a Busy Tuesday of Earnings Reports

A broad cross-section of technology, energy, healthcare and industrial firms are set to publish quarterly results before the market opens and after it closes

By Maya Rios MDT VMC DTE LH
Cadence, Palo Alto Networks and Kenvue Lead a Busy Tuesday of Earnings Reports
MDT VMC DTE LH

Earnings season continues with a packed calendar for Tuesday. Technology names Cadence Design System and Palo Alto Networks, consumer-health company Kenvue, energy producers including Devon Energy and FirstEnergy, and waste-management firm Republic Services are among the companies scheduled to report. Market participants should note a long list of additional firms set to release quarterly results either before the opening bell or after market close.

Key Points

  • Major technology, energy and consumer-health companies are scheduled to report Tuesday, including Cadence Design System, Palo Alto Networks and Kenvue - impacting the technology, energy and healthcare sectors.
  • The earnings calendar includes a wide mix of large- and small-cap firms across multiple industries, which could shape sector-level reaction depending on results versus consensus estimates.
  • Several companies on the list show either negative EPS estimates or no revenue estimate provided, highlighting variability in analyst coverage and expectations across sectors such as materials, industrials and real estate.

Earnings season presses on, with a sizable slate of quarterly reports scheduled for Tuesday. Heading the list are technology heavyweights Cadence Design System and Palo Alto Networks, consumer-health products company Kenvue, energy producers FirstEnergy and Devon Energy, and waste-management provider Republic Services. The roster spans sectors including technology, energy, healthcare, industrials and materials, reflecting how the earnings calendar can influence a broad swath of market activity.

Below is a detailed schedule organized by whether companies are slated to report before the opening bell or after the market close. For each company we list the consensus earnings per share (EPS) estimate and the revenue estimate as provided.


Earnings Before the Open

  • Medtronic (MDT): EPS estimate $1.34, revenue estimate $8.91B
  • Vulcan Materials (VMC): EPS estimate $2.13, revenue estimate $1.95B
  • DTE Energy (DTE): EPS estimate $1.53, revenue estimate $3.33B
  • Laboratory Corp Of America (LH): EPS estimate $3.93, revenue estimate $3.56B
  • Energy Transfer (ET): EPS estimate $0.3682, revenue estimate $24.38B
  • Leidos Holdings (LDOS): EPS estimate $2.6, revenue estimate $4.31B
  • Allegion Public (ALLE): EPS estimate $1.98, revenue estimate $1.04B
  • Tempur-Pedic International (SGI): EPS estimate $0.7165, revenue estimate $1.93B
  • Watsco Inc (WSO): EPS estimate $1.88, revenue estimate $1.62B
  • Watsco B Inc (WSOb): EPS estimate $1.88, revenue estimate $1.62B
  • Genuine Parts Co (GPC): EPS estimate $1.81, revenue estimate $6.06B
  • Builders FirstSource (BLDR): EPS estimate $1.27, revenue estimate $3.46B
  • Cnh Industrial (CNH): EPS estimate $0.1087, revenue estimate $4.97B
  • Fluor Corp (FLR): EPS estimate $0.3517, revenue estimate $4.26B
  • Intercontinental Hotels Group (IHG): EPS estimate $0.523, revenue estimate None
  • Susser Holdings (SUN): EPS estimate $1.52, revenue estimate $5.93B
  • Valmont Industries (VMI): EPS estimate $4.96, revenue estimate $1.04B
  • Louisiana-Pacific (LPX): EPS estimate $-0.0028, revenue estimate $594.64M
  • Hertz Global Holdings (HRI): EPS estimate $1.94, revenue estimate $1.25B
  • Itron Inc. (ITRI): EPS estimate $2.19, revenue estimate $561.48M
  • Franklin Electric (FELE): EPS estimate $0.8667, revenue estimate $516.25M
  • Knife River (KNF): EPS estimate $0.41, revenue estimate $651.00M
  • USA Compression Partners (USAC): EPS estimate $0.2763, revenue estimate $253.43M
  • LGI Homes (LGIH): EPS estimate $1.06, revenue estimate $487.36M
  • Great Lakes Dredging (GLDD): EPS estimate $0.22, revenue estimate $212.72M
  • NeoGenomics (NEO): EPS estimate $0.038, revenue estimate $188.14M
  • Krystal Biotech (KRYS): EPS estimate $1.58, revenue estimate $106.16M
  • SunCoke Energy (SXC): EPS estimate $0.14, revenue estimate $398.85M
  • Landcadia Holdings III (HLMN): EPS estimate $0.0959, revenue estimate $371.69M
  • Orion Engineered Carbons (OEC): EPS estimate $-0.0627, revenue estimate $367.01M
  • Ceragon Networks (CRNT): EPS estimate $0.0275, revenue estimate $82.38M
  • CEVA (CEVA): EPS estimate $0.1854, revenue estimate $31.16M
  • Donnelley Financial Solutions (DFIN): EPS estimate $0.41, revenue estimate $155.24M
  • AG Mortgage Investment Trust (MITT): EPS estimate $0.2386, revenue estimate $21.04M
  • Enlight Renewable Energy (ENLT): EPS estimate $-0.0664, revenue estimate $132.24M
  • Antofagasta PLC OTC (ANFGF): EPS estimate $0.5901, revenue estimate None
  • NeoVolta (NEOV): EPS estimate $-0.03, revenue estimate $3.8M
  • eToro Group (ETOR): EPS estimate $0.69, revenue estimate None
  • Waystar Holding (WAY): EPS estimate, revenue estimate None

Earnings After the Close

  • Palo Alto Networks (PANW): EPS estimate $0.9389, revenue estimate $2.58B
  • Cadence Design System (CDNS): EPS estimate $1.91, revenue estimate $1.42B
  • Kenvue (KVUE): EPS estimate $0.33, revenue estimate $4,106M
  • Republic Services (RSG): EPS estimate $1.63, revenue estimate $4.21B
  • First Energy (FE): EPS estimate $0.5553, revenue estimate $3.2B
  • EQT Corporation (EQT): EPS estimate $0.7193, revenue estimate $2.1B
  • Devon Energy (DVN): EPS estimate $0.8209, revenue estimate $4.03B
  • Amrize NYQ (AMRZ): EPS estimate $0.6523, revenue estimate $2.93B
  • Chesapeake Energy (EXE): EPS estimate $1.79, revenue estimate $2.91B
  • Hecla Mining (HL): EPS estimate $0.1592, revenue estimate $372.51M
  • MKS Instruments (MKSI): EPS estimate $2.3, revenue estimate $995.32M
  • Ritchie Bros. Auctioneers (RBA): EPS estimate $0.9767, revenue estimate $1.16B
  • Tfi International (TFII): EPS estimate $0.855, revenue estimate $1.92B
  • Toll Brothers (TOL): EPS estimate $2.11, revenue estimate $1.85B
  • Caesars Entertainment (CZR): EPS estimate $-0.1232, revenue estimate $2.9B
  • Celanese (CE): EPS estimate $0.9149, revenue estimate $2.25B
  • Halozyme Therapeutics (HALO): EPS estimate $1.9, revenue estimate $393.92M
  • Iamgold Corp (IAG): EPS estimate $0.4086, revenue estimate $935.2M
  • Silver Standard Resources (SSRM): EPS estimate $0.6009, revenue estimate $465.4M
  • Platform Sp (ESI): EPS estimate $0.3606, revenue estimate $631.36M
  • Huntsman (HUN): EPS estimate $-0.33, revenue estimate $1.34B
  • Rush Enterprises (A) (RUSHA): EPS estimate $0.69, revenue estimate $1.72B
  • Rush Enterprises (B) (RUSHB): EPS estimate $0.69, revenue estimate $1.72B
  • The Andersons (ANDE): EPS estimate $1.56, revenue estimate $3.28B
  • Bel Fuse Inc (A) (BELFA): EPS estimate $1.58, revenue estimate $171.06M
  • Bel Fuse Inc (B) (BELFB): EPS estimate $1.58, revenue estimate $171.06M
  • Jeld Wen Holding (JELD): EPS estimate $-0.2765, revenue estimate $747.18M
  • Rogers Corp (ROG): EPS estimate $0.6$, revenue estimate $196.5M
  • dMY Technology Group (RSI): EPS estimate $0.1029, revenue estimate $304.17M
  • USANA Health Sciences (USNA): EPS estimate $0.4$, revenue estimate $220.79M
  • Axcelis Tech (ACLS): EPS estimate $1.12, revenue estimate $215.03M
  • La-Z-Boy (LZB): EPS estimate $0.5933, revenue estimate $535.47M
  • Glaukos Corp (GKOS): EPS estimate $-0.2131, revenue estimate $130.37M
  • Innospec (IOSP): EPS estimate $1.24, revenue estimate $460.87M
  • Select Energy Services (WTTR): EPS estimate $0.0164, revenue estimate $323.48M
  • Globe Specialty M (GSM): EPS estimate $-0.07, revenue estimate $293.6M
  • Genco Shipping & Trading (GNK): EPS estimate $0.4259, revenue estimate $76.82M
  • Pitney Bowes (PBI): EPS estimate $0.3717, revenue estimate $486.38M
  • Kite Realty Group Trust (KRG): EPS estimate $0.0882, revenue estimate $204.52M
  • Goosehead Insurance (GSHD): EPS estimate $0.5695, revenue estimate $99.34M
  • Tactile Systems Technology (TCMD): EPS estimate $0.4375, revenue estimate $93.8M
  • AtriCure (ATRC): EPS estimate $-0.0991, revenue estimate $139.55M
  • JBG SMITH Properties (JBGS): EPS estimate $-0.47, revenue estimate $117.93M
  • Colony Northstar Credit A (BRSP): EPS estimate $0.1663, revenue estimate $66.64M
  • Investors Real Es (CSR): EPS estimate $-0.2429, revenue estimate $70.41M
  • Community Healthcare Trust (CHCT): EPS estimate $0.08, revenue estimate $31.28M
  • TPG RE Finance Trust (TRTX): EPS estimate $0.2579, revenue estimate $37.06M
  • MEDIFAST INC (MED): EPS estimate $-0.45, revenue estimate $73.8M
  • The Hackett Group (HCKT): EPS estimate $0.3767, revenue estimate $74.82M
  • SimilarWeb (SMWB): EPS estimate $0.0379, revenue estimate $76.45M
  • Quad Graphics (QUAD): EPS estimate $0.36, revenue estimate $633.1M
  • Beta Bionics (BBNX): EPS estimate $-0.38, revenue estimate None
  • Nano Nuclear Energy (NNE): EPS estimate $-0.18, revenue estimate None
  • Earth Science (ETST): EPS estimate $0.01, revenue estimate $14.99M
  • Park City Group (TRAK): EPS estimate $0.09, revenue estimate $6.04M

The schedule above captures a wide cross-section of industries. Technology names such as Cadence Design System and Palo Alto Networks are among the most closely watched, while energy producers and service companies such as Devon Energy, EQT Corporation and FirstEnergy will also publish quarterly results. Consumer-health peer Kenvue appears on the calendar alongside industrials, materials and a range of smaller-cap companies and real-estate-related issuers.

Investors and analysts typically monitor these reports for how results compare with consensus EPS and revenue estimates, which can influence stock performance and sector sentiment when results are released. The calendar includes several entries where a revenue estimate was not provided, and a number of companies carry negative EPS estimates in the consensus figures, both details that market participants may note when reviewing the individual reports.

Check back daily for updates and real-time results as the earnings season progresses. The companies listed above will report at different times of the trading day, with some releasing results prior to the opening bell and others posting after the market close.

Risks

  • Some companies in the schedule do not have a revenue estimate listed, which creates uncertainty for investors and analysts assessing expected top-line performance - relevant to investors focused on those individual names and their sectors.
  • A number of firms carry negative EPS estimates in the consensus figures, indicating compressed profitability or expected losses that may produce larger-than-normal price sensitivity around reported results - relevant to materials, industrials and select technology names.
  • The breadth of companies reporting across many sectors means cross-sector volatility is possible if several results diverge materially from estimates, affecting sector sentiment for technology, energy, healthcare and industrials.

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