Earnings this week offered a broad view of the U.S. economy, with 51 S&P 500 companies reporting results. Most of the earnings updates came from Information Technology and Utilities.

Of the 81 S&P 500 companies that reported earnings this week, 36 beat EPS expectations, 14 missed, and 1 came in line. On a year-over-year basis, 33 companies posted higher earnings.

On the top line, 44 companies topped revenue estimates, while 7 fell short. Year over year, 44 companies reported revenue growth.

Let’s take a look at some of the companies that reported earnings this week:

Tech giant Nvidia (NVDA) beat street views and provided guidance that topped Wall Street’s forecast by a wide margin. It touched a record quarterly data center revenue of $62.3B, up 22% from Q3 and up 75% from a year ago. For Q1 fiscal 2027, the IT company is expecting revenue to be $78B, plus or minus 2%, vs. a consensus of $72.03B, not assuming any data center compute revenue from China in its outlook.

Home Depot (HD) reported a Q4 top and bottom-line beat, but its revenue decreased 3.8% Y/Y to $38.2B. An additional week in Q4 FY2024 contributed approximately $2.5B in sales, which impacted the comparison. Looking ahead, the company expects total sales to increase approximately 2.5% to 4.5% in FY26. The midpoint of the guidance range implies revenue short of the consensus estimate of $171.1B

Salesforce (CRM) slipped 5% after releasing its Q4 earnings as the outlook landed just below estimates; Benioff projects $63B revenue by FY30 while expanding Agentforce and a $50B buyback.

Financial services and digital payments conglomerate Block (XYZ) Q4 earnings merely matched the Wall Street consensus. However, the company raised 2026 gross profit growth guidance to 18% with a $12.2B target following a workforce reduction of more than 40% because intelligent technology means fewer people can do more. The company’s stock jumped 24% with the news.

American Tower (AMT) beat Q4 earnings and issued light 2026 guidance amid a cost efficiency push. The company targets 200–300 bps tower margin expansion by 2030 as DISH default reshapes the 2026 outlook.

Agilent Technologies (A) Q1 results disappointed, but it raised its EPS guidance for the year. The company was hurt in the quarter by Y/Y operating margin percentage declines in two of its three segments: life sciences and diagnostics markets and Agilent CrossLab.

Dell (DELL) jumped after Q4 results as guidance blew past Wall Street’s forecast on AI strength. The company outlined a $50B AI revenue target for FY ’27. For Q4, revenue reached $33.4B, gross margin dollars increased to $6.8B, and gross margin rate was 20.5%

Earnings next week

Consumer staples and discretionary are poised to dominate next week’s earnings calendar, with 11 companies from the S&P 500 scheduled to report. Key names reporting earnings include Costco (COST), Norwegian Cruise Line (NCL), Target (TGT), and The Kroger (KR).

Other notable reports are expected from Broadcom (AVGO), CrowdStrike (CRWD), Best Buy (BBY), and AutoZone (AZO) among others.

Earnings this week offered a broad view of the U.S. economy, with 51 S&P 500 companies reporting results. Most of the earnings updates came from Information Technology and Utilities.

Of the 81 S&P 500 companies that reported earnings this week, 36 beat EPS expectations, 14 missed, and 1 came in line. On a year-over-year basis, 33 companies posted higher earnings.

On the top line, 44 companies topped revenue estimates, while 7 fell short. Year over year, 44 companies reported revenue growth.

Let’s take a look at some of the companies that reported earnings this week:

Tech giant Nvidia (NVDA) beat street views and provided guidance that topped Wall Street’s forecast by a wide margin. It touched a record quarterly data center revenue of $62.3B, up 22% from Q3 and up 75% from a year ago. For Q1 fiscal 2027, the IT company is expecting revenue to be $78B, plus or minus 2%, vs. a consensus of $72.03B, not assuming any data center compute revenue from China in its outlook.

Home Depot (HD) reported a Q4 top and bottom-line beat, but its revenue decreased 3.8% Y/Y to $38.2B. An additional week in Q4 FY2024 contributed approximately $2.5B in sales, which impacted the comparison. Looking ahead, the company expects total sales to increase approximately 2.5% to 4.5% in FY26. The midpoint of the guidance range implies revenue short of the consensus estimate of $171.1B

Salesforce (CRM) slipped 5% after releasing its Q4 earnings as the outlook landed just below estimates; Benioff projects $63B revenue by FY30 while expanding Agentforce and a $50B buyback.

Financial services and digital payments conglomerate Block (XYZ) Q4 earnings merely matched the Wall Street consensus. However, the company raised 2026 gross profit growth guidance to 18% with a $12.2B target following a workforce reduction of more than 40% because intelligent technology means fewer people can do more. The company’s stock jumped 24% with the news.

American Tower (AMT) beat Q4 earnings and issued light 2026 guidance amid a cost efficiency push. The company targets 200–300 bps tower margin expansion by 2030 as DISH default reshapes the 2026 outlook.

Agilent Technologies (A) Q1 results disappointed, but it raised its EPS guidance for the year. The company was hurt in the quarter by Y/Y operating margin percentage declines in two of its three segments: life sciences and diagnostics markets and Agilent CrossLab.

Dell (DELL) jumped after Q4 results as guidance blew past Wall Street’s forecast on AI strength. The company outlined a $50B AI revenue target for FY ’27. For Q4, revenue reached $33.4B, gross margin dollars increased to $6.8B, and gross margin rate was 20.5%

Earnings next week

Consumer staples and discretionary are poised to dominate next week’s earnings calendar, with 11 companies from the S&P 500 scheduled to report. Key names reporting earnings include Costco (COST), Norwegian Cruise Line (NCL), Target (TGT), and The Kroger (KR).

Other notable reports are expected from Broadcom (AVGO), CrowdStrike (CRWD), Best Buy (BBY), and AutoZone (AZO) among others.