Earnings to Watch: Week of August 4 – 8, 2025
From Big Pharma to Fast Food to Cloud - Earnings Fireworks Continue This Week
A new wave of Q2 earnings season picks up speed as some of the market’s most explosive (and most polarizing) names report. From HIMS 0.00%↑, PLTR 0.00%↑ and AMD 0.00%↑ to DIS 0.00%↑, LLY 0.00%↑, and SHOP 0.00%↑, this week cuts across everything from AI infrastructure to biotech, from consumer platforms to oil and gas.
The lineup is global and diverse: multinationals like TM 0.00%↑ , BP 0.00%↑, and HMC 0.00%↑, alongside tech disruptors like SMCI 0.00%↑, TOST 0.00%↑, and APP 0.00%↑. Investors will be watching closely not just for beats and misses, but for guidance on margins, pricing power, and consumer demand.
Here’s the full breakdown, day by day (all times are in ET):
Monday, August 4
PLTR 0.00%↑ (Palantir)
Earnings release: After market close
Earnings call: 5:00 PM
MUFG 0.00%↑ (Mitsubishi Financial Group)
Earnings release: Before earnings call
Earnings call: 1:00 AM
MELI 0.00%↑ (MercadoLibre)
Earnings release: After market close
Earnings call: 5:00 PM
VRTX 0.00%↑ (Vertex Pharmaceuticals)
Earnings release: After market close
Earnings call: 4:30 PM
WMB 0.00%↑ (Williams Companies)
Earnings release: After market close
Earnings call: Tuesday at 9:30 AM
SPG 0.00%↑ (Simon Property Group)
Earnings release: After market close
Earnings call: 5:00 PM
HIMS 0.00%↑ (Hims & Hers Health)
Earnings release: After market close
Earnings call: 5:00 PM
Tuesday, August 5
AMD 0.00%↑ (Advanced Micro Devices)
Earnings release: After market close
Earnings call: 5:00 PM
CAT 0.00%↑ (Caterpillar)
Earnings release: 6:30 AM
Earnings call: 8:30 AM
AMGN 0.00%↑ (Amgen)
Earnings release: After market close
Earnings call: 4:30 PM
ETN 0.00%↑ (Eaton Corp.)
Earnings release: Before market open
Earnings call: 11:00 AM
ANET 0.00%↑ (Arista Networks)
Earnings release: After market close
Earnings call: 4:30 PM
PFE 0.00%↑ (Pfizer)
Earnings release: Before market open
Earnings call: 10:00 AM
DUK 0.00%↑ (Duke Energy)
Earnings release: 7:00 AM
Earnings call: 10:00 AM
BP 0.00%↑ (BP plc)
Earnings release: Before earnings call
Earnings call: 8:00 AM
MAR 0.00%↑ (Marriott International)
Earnings release: 7:00 AM
Earnings call: 8:30 AM
ITUB 0.00%↑ (Itaú Unibanco)
Earnings release: 8:00 AM
Earnings call: 9:00 AM
DEO 0.00%↑ (Diageo)
Earnings release: Before earnings call
Earnings call: 2:05 AM
CPNG 0.00%↑ (Coupang)
Earnings release: After market close
Earnings call: 5:30 PM
FIS 0.00%↑ (FIS Global)
Earnings release: Before market open
Earnings call: 8:30 AM
YUM 0.00%↑ (Yum! Brands)
Earnings release: Before earnings call
Earnings call: 8:30 AM
SMCI 0.00%↑ (Super Micro Computer)
Earnings release: After market close
Earnings call: 5:00 PM
TOST 0.00%↑ (Toast Inc.)
Earnings release: After market close
Earnings call: 5:00 PM
FOX 0.00%↑ (Fox Corp.)
Earnings release: 8:00 AM
Earnings call: 8:30 AM
Wednesday, August 6
MCD 0.00%↑ (McDonald’s)
Earnings release: Before earnings call
Earnings call: 8:30 AM
NVO 0.00%↑ (Novo Nordisk)
Earnings release: 1:30 AM
Earnings call: 7:00 AM
DIS 0.00%↑ (Walt Disney)
Earnings release: Before earnings call
Earnings call: 8:30 AM
UBER 0.00%↑ (Uber Technologies)
Earnings release: Before earnings call
Earnings call: 8:00 AM
SHOP 0.00%↑ (Shopify)
Earnings release: Before market open
Earnings call: 8:30 AM
APP 0.00%↑ (Applovin)
Earnings release: After market close
Earnings call: 5:00 PM
DASH 0.00%↑ (DoorDash)
Earnings release: After market close
Earnings call: 5:00 PM
TRI 0.00%↑ (Thomson Reuters)
Earnings release: Before earnings call
Earnings call: 8:30 AM
ABNB 0.00%↑ (Airbnb)
Earnings release: After market close
Earnings call: 4:30 PM
FTNT 0.00%↑ (Fortinet)
Earnings release: After market close
Earnings call: 4:30 PM
COR 0.00%↑ (Cencora)
Earnings release: Before market open
Earnings call: 8:30 AM
MFC 0.00%↑ (Manulife)
Earnings release: After market close
Earnings call: Thursday at 8:00 AM
MET 0.00%↑ (MetLife)
Earnings release: After market close
Earnings call: Thursday at 9:00 AM
HMC 0.00%↑ (Honda)
Earnings release: 2:30 AM
Earnings call: 2:35 AM
AIG 0.00%↑ (AIG)
Earnings release: After market close
Earnings call: Thursday at 8:30 AM
CCEP 0.00%↑ (Coca-Cola Europacific Partners)
Earnings release: Before earnings call
Earnings call: 7:00 AM
IRM 0.00%↑ (Iron Mountain)
Earnings release: Before earnings call
Earnings call: 8:30 AM
DKNG 0.00%↑ (DraftKings)
Earnings release: After market close
Earnings call: Thursday at 8:30 AM
Z 0.00%↑ (Zillow Group)
Earnings release: After market close
Earnings call: 5:00 PM
Thursday, August 7
LLY 0.00%↑ (Eli Lilly)
Earnings release: Before earnings call
Earnings call: 8:30 AM
TM 0.00%↑ (Toyota)
Earnings release: TBD
Earnings call: Before market open
SONY 0.00%↑ (Sony)
Earnings release: Wednesday at 11:00 PM
Earnings call: Thursday at 3:00 AM
GILD 0.00%↑ (Gilead Sciences)
Earnings release: After market close
Earnings call: 4:30 PM
COP 0.00%↑ (ConocoPhillips)
Earnings release: Before market open
Earnings call: 12:00 PM
CEG 0.00%↑ (Constellation Energy)
Earnings release: Before earnings call
Earnings call: 10:00 AM
BN 0.00%↑ (Brookfield Corp.)
Earnings release: 7:00 AM
Earnings call: 10:00 AM
MSI 0.00%↑ (Motorola Solutions)
Earnings release: After market close
Earnings call: 5:00 PM
VST 0.00%↑ (Vistra Corp.)
Earnings release: Before earnings call
Earnings call: 9:00 AM
MNST 0.00%↑ (Monster Beverage)
Earnings release: After market close
Earnings call: 5:00 PM
Friday, August 8
PAA 0.00%↑ (Plains All American Pipeline)
Earnings release: Before market open
Earnings call: 10:00 AM
LAMR 0.00%↑ (Lamar Advertising)
Earnings release: Before market open
Earnings call: 9:00 AM
As this week unfolds, the spotlight will swing from high-growth innovators like PLTR 0.00%↑ and SMCI 0.00%↑ to global consumer leaders like DIS 0.00%↑ and MCD 0.00%↑. Biotech giants LLY 0.00%↑ and VRTX 0.00%↑ will move sentiment in healthcare, while AMD 0.00%↑ and SHOP 0.00%↑ anchor the growth trade in tech.
Also, watch out for HIMS 0.00%↑ on Monday. As a highly polarized stock, these earnings could determine it’s direction for the next period.
But don’t assume strong results equal upside. In this environment, guidance is king, and even a solid quarter can sell off on cautious commentary or macro headwinds.
With many major macro results released last week, market reaction to this week’s earnings will be biased by the overall economy. Read more about how macro data affects the wider financial industry here:
Thank you for reading!
Excellent earnings calendar compilation. CCEP's Wednesday morning call at 7:00 AM is particularly strategic - they're reporting on the same day as major consumer names like Disney, McDonald's, and Uber, but going first. This positioning is smart because it lets them set the narative for consumer staples before the market gets distracted by the high-profile entertainment and tech earnings later that morning. Given the volatility we've seen in defensive consumer stocks recently (as reflected in your market reports), their pre-market release could either provide a floor or set a cautious tone for the sector. Key to watch will be their guidance on European consumer demand and cost pass-through in their bottling operations. If they can demonstrate pricing power while maintaining volumes, that's a strong signal for the broader consumer discretionary space.