The upcoming week may be a quiet one for earnings reports, but several notable companies are poised to grab investor attention.
Tech stalwart BlackBerry (BB), logistics giant FedEx (FDX), and chipmaker Micron Technology (MU) are expected to offer insights into their respective industries.
In addition, consumer-focused companies like NIKE (NKE) and Carnival (CCL), alongside consulting leader Accenture (ACN), are scheduled to report.
Other key reports to watch include General Mills (GIS), Lennar (LEN), Conagra Brands (CAG), Darden Restaurants (DRI), Organigram (OGI), CarMax (KMX), KB Home (KBH), FuelCell Energy (FCEL), and Paychex (PAYX), which will provide broader signals across various sectors.
These earnings could offer valuable updates on market trends and corporate performance heading into the end of the year.
Below is a rundown of major earnings reports due in the week of December 15 to December 19:
Monday, December 15
The week kicks off with a lighter earnings slate, featuring MindWalk (HYFT) and Ocean Power Technologies (OPTT), scheduled to report premarket, ABIVAX Société Anonyme (ABVX), and Navan (NAVN) to release results after the close.
Tuesday, December 16
Organigram Global (OGI)
Organigram Global (OGI) is set to report FQ4 earnings before the market opens on Tuesday, with analysts expecting roughly 70% Y/Y revenue growth.
The company recently named James Yamanaka, formerly Global Head of Strategy at British American Tobacco, as its next CEO, effective around January 15, 2026, at which point he will also join the board.
Seeking Alpha’s Quant Rating currently sits at Hold, while Wall Street remains bullish with a Strong Buy consensus.
SA Investing Group leader Alan Brochstein, CFA, has upgraded OGI to Buy while downgrading Village Farms (VFF) to Strong Sell, citing evolving fundamentals and valuation. OGI continues to stand out for its solid balance sheet, strategic BTI partnership, and room for margin expansion, even amid near-term risks. Both names screen cheaply on EV/EBITDA, but OGI offers the stronger risk/reward, with VFF vulnerable to profit-taking and potential downside toward $2.98.
- Consensus EPS Estimates: -$0.01
- Consensus Revenue Estimates: $52.93M
- Earnings Insight: The company has beaten EPS and revenue expectations in 4 of the past 8 quarters.
Also reporting: Duluth Holdings (DLTH), Ark Restaurants (ARKR), Lennar (LEN), Worthington Industries (WOR), and more.
Wednesday, December 17
Micron (MU)
Micron Technology (MU) is set to release its FQ1 earnings after the closing bell on Wednesday, with analysts projecting a 117% Y/Y jump in profits on 47% revenue growth, fueled by strong AI-driven demand for memory, particularly DRAM and HBM.
The stock has become a standout in the memory space, prompting Deutsche Bank to reiterate its Buy rating and raise its price target to $280 from $200. The firm noted tightening supply and sharp recent price increases in non-HBM DRAM, revising its FY2026 EPS estimate up nearly 26% to $20.63 and boosting revenue expectations to $59.66B. HSBC also initiated coverage with a Buy and a $330 target.
Seeking Alpha’s Quant Rating maintains a Strong Buy, aligned with Sell-side bullishness.
SA contributor Johnny Zhang, CFA, recently upgraded MU to a Strong Buy, citing accelerating FY2026 revenue growth, margin expansion, and triple-digit EPS gains in 1Q, supported by stronger-than-expected AI data center demand.
However, SA contributor Oliver Rodzianko remains cautious, arguing the stock looks fully valued after a 55% rally. While MU’s forward PEG is well below sector averages, its cyclical nature and commodity exposure introduce downside risk, particularly against a backdrop of elevated macro valuations.
- Consensus EPS Estimates: $3.89
- Consensus Revenue Estimates: $12.80B
- Earnings Insight: Micron has beaten EPS and revenue expectations in 8 consecutive quarters.
Also reporting: General Mills (GIS), Jabil (JBL), Veru (VERU), Toro Company (TTC), ABM Industries (ABM), MillerKnoll (MLKN), Spire (SPIR), and more.
Thursday, December 18
FedEx (FDX)
Memphis-based package delivery giant FedEx (FDX) is scheduled to release its FQ2 earnings after the market closes on Thursday.
The company recently disclosed plans to lay off 856 employees at its Dallas-area supply chain logistics and electronics facility, effective January 29, 2026, after a major customer shifted part of its business to another third-party logistics provider.
Seeking Alpha’s Quant Rating system recently moved FedEx to Hold from Buy, even as Wall Street analysts maintain a Buy stance.
SA contributor Daniel Javier notes that while FedEx remains operationally solid, with stable revenue, disciplined cost controls, and adequate cash reserves, the stock now appears fairly valued with limited upside. He downgrades FDX to Hold, citing emerging downside risks, overbought technicals, and potential for near-term profit-taking.
- Consensus EPS Estimates: $4.10
- Consensus Revenue Estimates: $22.79B
- Earnings Insight: FedEx has beaten EPS estimates in 5 of the past 8 quarters, missing revenue expectations in 4 of those reports.
Also reporting: Nike (NKE), BlackBerry (BB), FuelCell Energy (FCEL), Accenture (ACN), Darden Restaurants (DRI), CarMax (KMX), KB Home (KBH), Cintas (CTAS), FactSet Research Systems (FDS), and more.
Friday, December 19
Carnival (CCL)
Carnival (CCL) is set to report its FQ4 earnings on Friday, with analysts expecting a sharp 76% Y/Y jump in profits on a modest 7% increase in revenue.
SA contributor Manika Premsingh maintains a Buy rating, noting attractive upside after the stock’s recent 10% pullback. Carnival’s forward P/E has eased, its EV/EBITDA sits at sector lows, and its improving earnings outlook, especially into 2026, supports the bullish case. Although softer industry growth and a weaker macro backdrop pose challenges, CCL’s strengthening balance sheet and better debt-to-EBITDA metrics add conviction.
Another SA contributor, Joseph Parrish, takes a more measured view. He highlights Carnival’s ongoing post-COVID recovery but notes leverage remains above pre-pandemic levels. While CCL has generated over $2B in FCF YTD, management has not provided clarity on the timing of shareholder returns, keeping debt reduction the priority. Parrish rates the stock a Hold, citing the need for greater visibility and a more compelling valuation.
Seeking Alpha’s Quant Rating system currently assigns CCL a Strong Buy, aligning closely with the consensus Buy rating from sell-side analysts.
- Consensus EPS Estimates: $0.25
- Consensus Revenue Estimates: $6.38B
- Earnings Insight: The company has beaten EPS and revenue estimates in 8 straight quarters.
Also reporting: Paychex (PAYX), Conagra Brands (CAG), Winnebago Industries (WGO), Lamb Weston Holdings (LW), and more.