The largest BDC reports before the open at 6:00 AM ET without a single EPS beat in its last four quarters, consensus sitting at $0.48 on $776.12 million in revenue. With Moody's and Fitch already souring on the sector, portfolio credit quality matters more than the headline number.
Armstrong World Industries reports at 6:00 AM ET, with analysts looking for $2.39 in EPS on $472.61 million in revenue. The ceilings maker has missed in two of the past four quarters, so a second straight beat is what holders need to see from commercial construction demand.
Centene reports at 6:00 AM ET with four straight EPS beats behind it, and the bar this quarter sits at just $0.0972 on $46.95 billion in revenue. The guidance on Medicaid cuts and 2027 Medicare Advantage rates is what moves the $33.6 billion stock.
Hilton reports at 6:00 AM ET, with 23 analysts modeling $2.36 in EPS on $3.37B of revenue. Last quarter landed exactly in line after three straight beats, so the RevPAR and business-travel commentary carries the outlook here.
Polaris has topped EPS estimates seven quarters running, most recently by 156%, so a clean beat is already priced into the $3.1 billion market cap. Results land at 6:00 AM ET today against consensus of $0.59 a share on $1.90 billion in revenue, with powersports dealer inventory the swing factor.
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AllianceBernstein reports at 6:15 AM ET with consensus at $0.85 a share, and last quarter's result came in missing expectations. With only two beats in the past four quarters, the flow and fee commentary matters more than the headline number.
CenterPoint reports at 6:25 AM ET with consensus at $0.496 EPS, and it has beaten in three of the last four quarters. Management's read on Texas data-center load growth and where regulators stand on it will drive the reaction.
Smithfield reports before the open with four straight EPS beats behind it, but consensus calls for just $0.26 a share on $3.66 billion in revenue, less than half of last quarter's $0.62. Rising pork costs and shifting China trade terms make the guidance commentary the real event.
The largest for-profit hospital operator reports at 7:30 AM ET, with consensus at $6.63 in EPS. Admissions volume, labor costs and the 2026 guidance update set the tone for the whole hospital group.
Hubbell reports at 7:30 AM ET, and the grid and data center spending wave gets a fresh read on whether orders are still converting. Consensus sits at $5.75 EPS, with beats in three of the last four quarters setting the bar.
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- 🇬🇧 FTSE 100-0.13%
- 🇩🇪 DAX-0.33%
- 🇫🇷 CAC 40-0.12%
London is holding near record territory even as the DAX opens 0.33% lower, the weakest start among major European benchmarks. UK rate expectations are the swing factor from here.
