After the big banks officially kicked off the season, the focus this week shifts toward earnings across several sectors, including tech, healthcare, energy, and industrial giants. While U.S. markets are closed on Monday, the rest of the week is packed with earnings.
Notable players on the watchlist:
Monday, January 19
The week opens quietly as U.S. exchanges are closed in observance of Martin Luther King Jr. Day.
Tuesday, January 20
Netflix (NFLX)
Netflix (NFLX) is set to report its Q4 results after the market closes on Tuesday. Investors will be watching continued subscriber momentum and spending figures, as well as any commentary on its contentious mega merger with Warner Bros. (WBD). Note that Netflix (NFLX) shares underwent a 10-for-1 split in November 2025.
“Recent merger speculation with Warner Bros. Discovery (WBD) has pressured NFLX’s share price, but core operations remain resilient and cash flow positive,” SA Investing Group Leader Grant Gigliotti writes in Netflix And Its Real Value.
Consensus EPS Estimate: $0.55
Consensus Revenue Estimate: $11.97B
Earnings Insight: The company has exceeded EPS expectations in 6 of the past 8 quarters.
Also reporting: 3M (MMM), United Airlines (UAL), Interactive Brokers (IBKR), and D.R. Horton (DHI).
Wednesday, January 21
Johnson & Johnson (JNJ)
Some recent news out of J&J (JNJ) includes entering a pact with the Trump administration for drug discounts and presenting at the annual J.P. Morgan Healthcare Conference.
“Shares are up by more than 50% in the past 12 months, making it among the leading DJIA stocks in the last year. But I’m downgrading shares, purely on valuation,” SA analyst Mike Zaccardi writes in Johnson & Johnson: Tempering Expectations After A Massive 2025.
Consensus EPS Estimate: $2.47
Consensus Revenue Estimate: $24.16B
Also reporting: Truist Financial (TFC), Kinder Morgan (KMI), and Prologis (PLD).
Thursday, January 22
GE Aerospace (GE)
GE Aerospace (GE) will unveil its quarterly results before the market opens on Thursday. As a pure-play aviation company and one of the pillars of the commercial engine market, pay attention to guidance on delivery targets, which remains the primary driver of the company’s long-term valuation.
GE shares are up over 80% over the past year. See all the recent Seeking Alpha news on GE
Consensus EPS Estimate: $1.43
Consensus Revenue Estimate: $11.20B
Also reporting: Procter & Gamble (PG), Intel (INTC), Abbott (ABT), and CSX (CSX).
Friday, January 23
SLB (SLB)
SLB (SLB) (once known as Schlumberger) is set to disclose results before Friday’s open. As one of the largest names in oilfield services, its report will serve as an important barometer for the energy market.
“Venezuelan oil can revitalize oilfield services growth,” writes SA analyst Michael Del Monte, though Dair Sansyzbayev cautions that “excessive optimism is already baked in before earnings.”
Consensus EPS Estimate: $0.74
Consensus Revenue Estimate: $9.54B
Also reporting: Ericsson (ERIC) and Booz Allen Hamilton (BAH).