US Sector Earnings Intelligence

Consumer Cyclical earnings map

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

Forward window12 Aug to 10 Nov 2026214 matched companies

Group read

The earnings tape is mixed beneath the calendar load

74% of companies with measured latest results beat estimates, while 49% show positive year-on-year EPS growth. Consumer Cyclical carries the largest forward market-cap exposure.

Forward events220next 90 days
Market-cap exposure$4.1Tmatched companies
Latest beat breadth74%latest measured quarter
Positive EPS growth49%year on year

Forward exposure

Consumer Cyclical reporting load by date

Count and matched market cap

Delivery

Latest result breadth

74%beat breadth

Timing

Session certainty

70%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
TSLATesla IncAuto Manufacturers
21 Oct70 days
Event risk33/100Moderate
Market cap$1.7TTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-37.0%year on year
Open earnings dossier
HDThe Home Depot IncHome Improvement Retail
18 Aug6 days
Event risk30/100Moderate
Market cap$318.6BBefore the open
Beat rate38%up to 8 quarters
EPS growth-4.3%year on year
Open earnings dossier
BABAAlibaba Group Holding LtdInternet Retail
4 Sep23 days
Event risk44/100Moderate
Market cap$310.6BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-20.4%year on year
Open earnings dossier
TJXThe TJX Companies IncApparel Retail
19 Aug7 days
Event risk32/100Moderate
Market cap$171.1BBefore the open
Beat rate100%up to 8 quarters
EPS growth19.9%year on year
Open earnings dossier
LOWLowe's Companies IncHome Improvement Retail
19 Aug7 days
Event risk27/100Moderate
Market cap$121.6BBefore the open
Beat rate100%up to 8 quarters
EPS growth-3.0%year on year
Open earnings dossier
PDDPDD Holdings Inc.Internet Retail
24 Aug12 days
Event risk51/100Elevated
Market cap$120.2BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-2.4%year on year
Open earnings dossier
RCLRoyal Caribbean Cruises LtdTravel Services
27 Oct76 days
Event risk18/100Contained
Market cap$76.3BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth22.2%year on year
Open earnings dossier
GMGeneral Motors CompanyAuto Manufacturers
20 Oct69 days
Event risk28/100Moderate
Market cap$75.8BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-59.8%year on year
Open earnings dossier
ROSTRoss Stores IncApparel Retail
20 Aug8 days
Event risk33/100Moderate
Market cap$75.0BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth11.2%year on year
Open earnings dossier
NKENike IncFootwear & Accessories
29 Sep48 days
Event risk38/100Moderate
Market cap$68.5BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-3.4%year on year
Open earnings dossier
AZOAutoZone IncAuto Parts
22 Sep41 days
Event risk19/100Contained
Market cap$49.6BTime unconfirmed
Beat rate25%up to 8 quarters
EPS growth-year on year
Open earnings dossier
DHIDR Horton IncResidential Construction
29 Oct78 days
Event risk23/100Contained
Market cap$41.9BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth-23.0%year on year
Open earnings dossier
VIKViking Holdings LtdTravel Services
19 Aug7 days
Event risk47/100Elevated
Market cap$41.1BBefore the open
Beat rate63%up to 8 quarters
EPS growth126.6%year on year
Open earnings dossier
JDJD.com Inc AdrInternet Retail
13 Aug1 days
Event risk55/100Elevated
Market cap$40.3BBefore the open
Beat rate88%up to 8 quarters
EPS growth-69.4%year on year
Open earnings dossier
CCLCarnival CorporationTravel Services
5 Oct54 days
Event risk38/100Moderate
Market cap$38.8BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth21.5%year on year
Open earnings dossier
LVSLas Vegas Sands CorpResorts & Casinos
21 Oct70 days
Event risk38/100Moderate
Market cap$33.5BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth24.2%year on year
Open earnings dossier
TCOMTrip.com Group Ltd ADRTravel Services
26 Aug14 days
Event risk51/100Elevated
Market cap$30.1BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth84.6%year on year
Open earnings dossier
CASYCaseys General Stores IncSpecialty Retail
14 Sep33 days
Event risk26/100Moderate
Market cap$29.1BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth30.7%year on year
Open earnings dossier

Forward company tape

Consumer Cyclical upcoming earnings reports

120 shown
Report dateTue 25 Aug 2026
CompanyHDLSUPER HI INTERNATIONAL HOLDING LTD. American Depositary Shares
IndustryRestaurantsConsumer Cyclical
Fiscal period30 Jun 2026
EPS estimate0.03 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