US Sector Earnings Intelligence

Basic Materials earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window12 Aug to 10 Nov 202664 matched companies

Group read

The earnings tape is mixed beneath the calendar load

58% of companies with measured latest results beat estimates, while 81% show positive year-on-year EPS growth. Basic Materials carries the largest forward market-cap exposure.

Forward events65next 90 days
Market-cap exposure$942.5Bmatched companies
Latest beat breadth59%latest measured quarter
Positive EPS growth81%year on year

Forward exposure

Basic Materials reporting load by date

Count and matched market cap

Delivery

Latest result breadth

59%beat breadth

Timing

Session certainty

63%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

18 shown
BHPBHP Group LimitedOther Industrial Metals & Mining
18 Aug6 days
Event risk61/100Elevated
Market cap$223.1BTime unconfirmed
Beat rate0%up to 8 quarters
EPS growth-year on year
Open earnings dossier
SCCOSouthern Copper CorporationCopper
27 Oct76 days
Event risk17/100Contained
Market cap$156.6BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth57.0%year on year
Open earnings dossier
NEMNewmont Goldcorp CorpGold
22 Oct71 days
Event risk32/100Moderate
Market cap$117.2BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth27.1%year on year
Open earnings dossier
FCXFreeport-McMoran Copper & Gold IncCopper
22 Oct71 days
Event risk31/100Moderate
Market cap$94.5BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth54.0%year on year
Open earnings dossier
STLDSteel Dynamics IncSteel
19 Oct68 days
Event risk17/100Contained
Market cap$37.2BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth54.4%year on year
Open earnings dossier
GFIGold Fields Ltd ADRGold
21 Aug9 days
Event risk56/100Elevated
Market cap$35.3BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth-year on year
Open earnings dossier
TECKTeck Resources Ltd Class BOther Industrial Metals & Mining
22 Oct71 days
Event risk38/100Moderate
Market cap$31.5BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth805.0%year on year
Open earnings dossier
DOWDow IncChemicals
22 Oct71 days
Event risk38/100Moderate
Market cap$24.9BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth-year on year
Open earnings dossier
SQMSociedad Quimica y Minera de Chile SA ADR BSpecialty Chemicals
19 Aug7 days
Event risk44/100Moderate
Market cap$24.0BTime unconfirmed
Beat rate0%up to 8 quarters
EPS growth35.6%year on year
Open earnings dossier
PAASPan American Silver Corp.Gold
12 Aug0 days
Event risk55/100Elevated
Market cap$22.5BAfter the close
Beat rate63%up to 8 quarters
EPS growth308.7%year on year
Open earnings dossier
AAAlcoa CorpAluminum
15 Oct64 days
Event risk38/100Moderate
Market cap$20.5BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth27.2%year on year
Open earnings dossier
RSReliance Steel & Aluminum CoSteel
21 Oct70 days
Event risk27/100Moderate
Market cap$19.4BTime unconfirmed
Beat rate38%up to 8 quarters
EPS growth21.3%year on year
Open earnings dossier
CXCemex SAB de CV ADRBuilding Materials
26 Oct75 days
Event risk38/100Moderate
Market cap$19.1BTime unconfirmed
Beat rate57%up to 8 quarters
EPS growth-67.8%year on year
Open earnings dossier
HMYHarmony Gold Mining Company LimitedGold
27 Aug15 days
Event risk24/100Contained
Market cap$11.1BTime unconfirmed
Beat rate-up to 8 quarters
EPS growth104.2%year on year
Open earnings dossier
SUZSuzano Papel e Celulose SA ADRPaper & Paper Products
12 Aug0 days
Event risk55/100Elevated
Market cap$10.1BAfter the close
Beat rate29%up to 8 quarters
EPS growth-year on year
Open earnings dossier
SBSWSibanye Gold Ltd ADROther Precious Metals & Mining
1 Sep20 days
Event risk49/100Elevated
Market cap$8.6BTime unconfirmed
Beat rate80%up to 8 quarters
EPS growth-year on year
Open earnings dossier
SSLSasol LtdSpecialty Chemicals
24 Aug12 days
Event risk31/100Moderate
Market cap$8.0BTime unconfirmed
Beat rate-up to 8 quarters
EPS growth-year on year
Open earnings dossier
SSDSimpson Manufacturing Company IncLumber & Wood Production
26 Oct75 days
Event risk24/100Contained
Market cap$7.9BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth14.7%year on year
Open earnings dossier

Forward company tape

Basic Materials upcoming earnings reports

65 shown
Report dateTue 29 Sep 2026
CompanyIPXIperionX Limited American Depositary Share
IndustryOther Industrial Metals & MiningBasic Materials
Fiscal period30 Jun 2026
EPS estimate-0.16 USD

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context