It's a huge week for earnings with around 3000 companies in the US and a handful of Australian companies set to report. Here's what to watch out for.

Why should you care about US earnings season?

US earnings season matters to Australian investors because it offers insight into the health of the world’s largest economy, and sets the tone for global markets. 

Many ASX-listed companies rely on exports or operate globally, so weak US corporate results can trigger broader sell-offs or shifts in investor sentiment. 

Big tech and financial results, in particular, often influence currency movements, commodity prices, and risk appetite — all of which affect Australian portfolios.

As the US markets hit fresh highs over the last few weeks, the only two things that can meaningfully move them significantly up or down is earnings news and/or tariff news.

In fact, this earnings season is set to be a test for US companies as they present a report card that basically indicates how they've handled the economic rollercoaster that has been the last few months of on-and-off tariff talk.

Who's reporting and when?

All times and days are in AEST. 

Typically you can expect the US companies that report "after-hours" when the markets have closed to come in during Australia's daylight hours (usually in the AM). While companies that report during their daylight will come in for us overnight.

Tuesday/Wednesday

Consumer Staples & Tobacco

Coca‑Cola (KO)

Philip Morris (PM)

Technology & Electronics

Texas Instruments (TXN)

Enphase (ENPH)

Healthcare & Life Sciences

Intuitive Surgical (ISRG)

IQVIA Holdings (IQV)

Danaher (DHR)

Quest Diagnostics (DGX)

Financials & Insurance

Chubb (CB)

Capital One Financial (COF)

Synchrony Financial (SYF)

KeyCorp (KEY)

Invesco (IVZ)

Equifax (EFX)

Defense & Aerospace

RTX Corp (RTX)

Lockheed Martin (LMT)

Northrop Grumman (NOC)

Industrials & Construction

DR Horton (DHI)

PulteGroup (PHM)

PACCAR (PCAR)

Pentair (PNR)

Avery Dennison (AVY)

Genuine Parts (GPC)

Automotive

General Motors (GM)

Materials & Chemicals

Sherwin‑Williams (SHW)

Energy & Oil Services

Baker Hughes (BKR)

Halliburton (HAL)

EQT (EQT)

Real Estate / Commercial Data

CoStar (CSGP)

Financial Services / Data

MSCI (MSCI)

IPG (IPG)

Thursday/Friday

Technology & Communications

Alphabet C (GOOG)

Alphabet A (GOOGL)

Tesla (TSLA) (Auto & Tech)

IBM (IBM)

ServiceNow Inc (NOW)

AT&T (T)

T-Mobile US (TMUS)

Amphenol (APH)

TE Connectivity (TEL)

Rockwell Automation (ROK)

Teledyne Technologies (TDY)

Healthcare & Life Sciences

Boston Scientific (BSX)

Thermo Fisher Scientific (TMO)

Molina Healthcare (MOH)

Financials & Insurance

CME Group (CME)

Fiserv (FI)

Moody’s (MCO)

Raymond James Financial (RJF)

Northern Trust (NTRS)

Globe Life (GL)

Industrials & Capital Goods

General Dynamics (GD) (Defense)

Otis Worldwide (OTIS)

United Rentals (URI)

GE Vernova LLC (GEV) (Energy/Industrial)

Crown Castle (CCI) (Infrastructure/REIT)

CSX (CSX) (Transport/Rail)

Raymond James Financial (RJF)

Rollins (ROL) (Pest/Facilities Services)

Consumer Discretionary

O’Reilly Automotive (ORLY)

Hasbro (HAS)

NVR (NVR) (Homebuilding)

Chipotle Mexican Grill (CMG)

Hilton Worldwide (HLT)

Las Vegas Sands (LVS)

Alaska Air (ALK)

Materials & Packaging

Freeport-McMoRan (FCX) (Mining)

Packaging Corporation of America (PKG)

Lamb Weston Holdings (LW) (Food/Agri-processing)

Friday/Saturday

Technology & Communications

Intel (INTC)

VeriSign (VRSN)

Nasdaq Inc (NDAQ)

Digital Realty Trust (DLR) (Tech REIT)

Charter Communications (CHTR) (Friday)

Healthcare & Life Sciences

Edwards Lifesciences (EW)

West Pharmaceutical Services (WST)

Labcorp Holdings (LH)

HCA Healthcare (HCA) (Friday)

Centene Corp (CNC) (Friday)

Financials & Insurance

Blackstone (BX)

Ameriprise Financial (AMP)

Erie Indemnity (ERIE)

Aon (AON) (Friday)

Industrials & Transport

Honeywell (HON)

Union Pacific (UNP) (Rail)

L3Harris Technologies (LHX) (Defense)

Westinghouse Air Brake (WAB)

Dover (DOV)

Textron (TXT) (Aerospace/Industrials)

Ryder System (R)

LKQ (LKQ) (Auto parts)

Energy & Utilities

Valero Energy (VLO) (Oil refining)

Phillips 66 (PSX) (Friday)

CenterPoint Energy (CNP)

Dow Inc (DOW) (Chemicals/Materials)

Consumer Discretionary & Retail

Tractor Supply (TSCO)

Deckers Outdoor (DECK)

Mohawk Industries (MHK) (Flooring/furnishings)

Pool Corp (POOL)

AO Smith (AOS) (Appliances/Water heaters)

Keurig Dr Pepper (KDP)

American Airlines (AAL)

Southwest Airlines (LUV)

Real Estate & REITs

Healthpeak Properties (DOC)

Weyerhaeuser (WY) (Timber/REIT)

Materials

Newmont Goldcorp (NEM) (Gold mining)

Martin Marietta Materials (MLM) (Construction materials)

Allegion PLC (ALLE) (Building hardware/security)