The week of March 9-12, 2026 delivers a broad and high-impact slate of earnings reports spanning technology, precious metals, defense, healthcare, retail, homebuilding, energy, and more. With 17 companies reporting across four trading days, investors face a whirlwind of data that will shape sector narratives heading deeper into Q1 2026. From Oracle's AI-infrastructure mega-bet and Adobe's first look at fiscal 2026, to NIO's potential first-ever quarterly profit and record gold prices lifting miners and streamers alike, this week offers critical catalysts across the market.
Key Points
- Oracle (ORCL) headlines Tuesday's reports with its fiscal Q3 2026 results; investors want to see if the company's $523 billion AI-driven remaining performance obligations translate into accelerating cloud revenue growth.
- Adobe (ADBE) reports its fiscal Q1 2026 on Thursday; the Street expects $5.88 EPS on $6.28 billion in revenue as AI competition concerns weigh on the stock despite record prior-quarter results.
- NIO (NIO) is expected to post its first-ever quarterly operating profit after delivering a record 124,807 vehicles in Q4 2025 — a landmark event for the Chinese EV maker.
- Precious metals companies Franco-Nevada (FNV), Harmony Gold (HMY), and Wheaton Precious Metals (WPM) report amid gold prices near record highs above $5,000/oz, setting the stage for potentially blockbuster results.
- Dollar General (DG) and Ulta Beauty (ULTA) offer a dual read on the American consumer — discount shoppers vs. beauty enthusiasts — with both reporting Q4 results on Thursday.
- Hewlett Packard Enterprise (HPE) kicks off Monday with its first FY2026 quarter, where the Juniper Networks integration and AI order pipeline are top of mind.
- AeroVironment (AVAV) reports its first full quarter with BlueHalo revenue fully integrated, with analysts projecting revenues up 186% year-over-year.
- Lennar (LEN) provides an early read on 2026 homebuilding conditions, with gross margins under pressure from affordability headwinds and mortgage rates stuck above 6%.
Monday, March 9: Technology & Convenience Retail
Hewlett Packard Enterprise Company (HPE)
Reporting: Q1 Fiscal 2026 (ending January 2026) | After market close
Consensus Estimates: EPS of $0.59–$0.60 | Revenue of $9.31 billion
Hewlett Packard Enterprise enters fiscal 2026 fresh off a transformative year that saw the completion of its landmark $14 billion acquisition of Juniper Networks and the accumulation of approximately $6.8 billion in cumulative AI orders since FY2023. The company closed fiscal 2025 with total revenue of $34.3 billion — up 14% year-over-year — while its Networking segment exploded 51% for the full year, boosted by four months of Juniper revenue.
For Q1, HPE has guided non-GAAP EPS of $0.57–$0.61 and revenue of $9.0–$9.4 billion, below the prior consensus of $9.9 billion, reflecting a still-ongoing integration effort. Management raised FY2026 non-GAAP EPS guidance to $2.25–$2.45 and reaffirmed 17%–22% revenue growth. The company's annualized revenue run-rate (ARR) reached $3.2 billion in Q4 FY2025, up 62% year-over-year, with software and services comprising more than 80%.
Why it matters: Investors will closely watch Juniper integration progress, AI infrastructure order momentum, and whether the expanded networking business — which surged 150% year-over-year in Q4 FY2025 — continues its growth trajectory under HPE's new "Cloud & AI" segment structure. The analyst consensus rates HPE as a "Hold" with an average price target of $25.24.
Casey's General Stores, Inc. (CASY)
Reporting: Q3 Fiscal 2026 (ending January 2026) | After market close
Consensus Estimates: EPS of $2.94–$2.97 | Revenue of $4.08–$4.11 billion
Casey's General Stores, the third-largest convenience store chain in the U.S. with approximately 2,900 locations across 19 states, continues to deliver on its ambitious FY2024–FY2026 strategic plan. The company's fiscal Q2 2026 results were strong: EPS of $5.53 beat estimates by $0.61, EBITDA surged 17.5% year-over-year to $410 million, and inside same-store sales grew 3.3%.
The Q3 period (November–January) is historically Casey's seasonally weakest quarter, which explains the much lower EPS estimate compared to Q2. Management raised FY2026 EBITDA growth guidance to 15%–17%, well above the original 8%–10% target, and expects inside same-store sales growth of 3%–4% and inside margins of 41%–42%.
Why it matters: Key focus areas will be same-store fuel gallon trends amid low gasoline prices, prepared food growth (Casey's is the fifth-largest pizza chain in the U.S.), and updates on the integration of the Fikes acquisition, which added 198 stores and a wholesale fuel network. Analysts also project the store count to reach approximately 2,952 by quarter-end.
Tuesday, March 10: Cloud Computing, Precious Metals, Healthcare, EVs & Defense
Oracle Corporation (ORCL)
Reporting: Q3 Fiscal 2026 (ending February 2026) | After market close
Consensus Estimates: EPS of $1.56 | Revenue of $16.90 billion
Oracle is the week's marquee earnings event. The database-turned-cloud giant sits at the center of the AI infrastructure buildout, with a staggering $523.3 billion in Remaining Performance Obligations (RPO) as of Q2 FY2026 — a 433% year-over-year surge driven by long-term contracts from hyperscalers like OpenAI, Meta, and NVIDIA. Cloud revenue grew 34% to $8.0 billion in Q2, and the company plans approximately $50 billion in capital expenditures for FY2026 to expand data center capacity.
Oracle's own Q3 guidance calls for substantially better results than the Street consensus: non-GAAP EPS of $1.70–$1.74 and total revenue growth of 19%–21% in USD terms, with cloud revenue expected to surge 40%–44%. This discrepancy between management guidance and the Street's lower consensus estimates suggests that many analysts may still be underestimating Oracle's ramp.
Why it matters: The crucial question is whether Oracle can convert its massive backlog into actual revenue at scale. Q2's EPS of $2.26 — which included a $2.7 billion one-time gain from the Ampere sale — beat estimates by over 50%, but revenue slightly missed. Investors will scrutinize OCI (Oracle Cloud Infrastructure) growth, margin trajectory amid heavy capital spending, and any updates on key partnerships. The stock carries a "Moderate Buy" consensus with an average target of $304.03.
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Franco-Nevada Corporation (FNV)
Reporting: Q4 & Full Year 2025 (ending December 2025) | Before/after market close
Consensus Estimates: EPS of $1.67 | Revenue of approximately $533 million
Franco-Nevada, the world's premier gold-focused royalty and streaming company, reports amid a stunning gold market backdrop — spot prices have surged past $5,000 per ounce and touched record highs above $5,400 in recent weeks, driven by geopolitical risk and safe-haven demand. The company posted strong results throughout 2025, with Q3 EPS of $1.43 beating estimates by 4.4% and Q2 EPS of $1.24 exceeding by nearly 12%.
For the full year 2025, Franco-Nevada had guided for GEO (gold equivalent ounce) sales to increase 7% versus 2024 and revenue to jump more than 25%, supported by production ramps at mines like Candelaria, Tocantinzinho, and Greenstone. The company ended 2024 with $2.4 billion in available capital and zero debt.
Why it matters: Q4 gold prices averaged well above $2,600/oz (the quarter predates the recent surge above $5,000), and the Cobre Panama situation — which could add 130,000–150,000 GEOs annually if operations resume — remains a wild card. Analysts rate FNV as a "Buy" with price targets up to C$395. The 2026 outlook guidance will be the report's most anticipated element.
Ferguson Enterprises Inc. (FERG)
Reporting: Calendar Year 2025 / Q1 Fiscal 2026 results update | Additional filing/update expected
Recent Results: CY2025 Revenue of $31.3 billion (+5% YoY) | Adjusted EPS of $10.58 (+12.3%)
Ferguson, North America's largest plumbing and HVAC distributor, already released its calendar year 2025 and fiscal Q4 results on February 23, posting a solid double beat. Revenue of $31.3 billion exceeded consensus by 2.1%, and adjusted EPS of $10.58 beat by 12.3%, driven by non-residential strength (up 10%), particularly in commercial mechanical (+18%) and waterworks (+13%). Gross margins expanded 70 basis points to 31.0%.
For calendar year 2026, Ferguson guided net sales growth in the low to mid-single digits with an adjusted operating margin between 9.4% and 9.8%. The U.S. residential market remains a headwind, with residential revenue declining 2% in Q4.
Why it matters: While the main results are already public, any additional filings or updates this week will be scrutinized for early fiscal 2026 quarter commentary, especially around the residential market recovery trajectory and potential tariff impacts on building materials. The company maintains robust financial health with a net debt-to-EBITDA ratio of 1.1x and a 31% return on capital.
BioNTech SE (BNTX)
Reporting: Q4 & Full Year 2025 (ending December 2025) | Before market open (March 10); call at 8:00 AM ET
Consensus Estimates: EPS of ($0.57) | Revenue of $942 million
BioNTech's story has evolved far beyond COVID-19 vaccines. The Mainz, Germany-based mRNA pioneer ended 2025 with a formidable cash position of €17.2 billion ($17+ billion) and over 25 ongoing Phase 2 and Phase 3 oncology trials, with 15–17 late-stage or pivotal readouts expected in 2026–2027. The company raised 2025 full-year revenue guidance to €2.6–2.8 billion, partly thanks to a milestone payment from its Bristol-Myers Squibb collaboration, and completed its acquisition of CureVac to bolster mRNA capabilities.
However, the path to profitability remains uneven. In its most recent quarter (Q3 2025), BioNTech reported an EPS of -$0.14 against estimates of $0.75, reflecting heavy R&D spending on its oncology pipeline. The consensus full-year 2025 EPS estimate is -$3.88, reflecting the ongoing investment phase.
Why it matters: With COVID-19 vaccine revenue in secular decline, the investment thesis hinges entirely on the oncology pipeline — particularly the PD-L1 x VEGF bispecific (Prometimic/Pumitamig) and BNT324/DB-1311 (B7-H3 ADC). Investors will focus on updated pipeline timelines, cash burn rate, and any commentary on the first BLA submissions. Analysts rate BNTX as a "Moderate Buy" with an average target of $137.75.
NIO Inc. (NIO)
Reporting: Q4 & Full Year 2025 (ending December 2025) | Before market open
Consensus Estimates: EPS of ($0.07) | Revenue of approximately $4.77 billion
NIO's Q4 report is poised to be a watershed moment for the Chinese EV maker. In early February, the company issued a rare profit alert, projecting its first-ever quarterly non-GAAP operating profit of RMB 700 million to RMB 1.2 billion ($100–$172 million). This follows record Q4 deliveries of 124,807 vehicles — near the upper end of its 120,000–125,000 guidance — across its three brands: NIO (premium), ONVO (family), and FIREFLY (compact).
The momentum built throughout 2025: Q3 revenue hit a record RMB 21.8 billion, gross margin climbed to 13.9% (the highest in nearly three years), and the company ended Q3 with RMB 36.7 billion in cash. Vehicle-level margins on key models like the ES6 and EC6 already exceed 25%, with the third-generation ES8 delivering approximately 20% margins.
Why it matters: The potential first-ever quarterly profit transforms NIO's narrative from a loss-making EV startup into a commercially viable enterprise. Management targets full-year non-GAAP profitability in 2026, with vehicle gross margin expected to reach 20%. However, headwinds are mounting in Q1 2026 — Chinese New Year disruptions, subsidy transitions, and additional purchase tax costs — meaning Q1 delivery guidance will be closely watched.
AeroVironment, Inc. (AVAV)
Reporting: Q3 Fiscal 2026 (ending January 2026) | After market close
Consensus Estimates: EPS of $0.70 | Revenue of $480 million
AeroVironment enters this earnings season as a fundamentally transformed defense technology company. The completed acquisition of BlueHalo in May 2025 for $4.1 billion in stock merged AeroVironment's strengths in uncrewed systems and loitering munitions with BlueHalo's capabilities in counter-UAS, directed energy, space technologies, and cyber warfare, creating an integrated defense platform spanning air, land, sea, space, and cyber.
The BlueHalo deal has dramatically inflated the top line: Q2 FY2026 revenue surged 150.7% year-over-year to $472.5 million, though EPS of $0.44 missed the $0.87 estimate due to integration-related costs. For Q3, analysts project revenues up 186.4% year-over-year, reflecting the first quarter with BlueHalo's full contribution and growing defense spending tailwinds. Management guided full-year FY2026 EPS of $3.40–$3.55.
Why it matters: Investors will focus on integration execution, margin recovery following integration costs, and the combined order book. The Trump administration's Golden Dome missile defense initiative represents a significant opportunity for AeroVironment's integrated counter-UAS and directed energy portfolio. However, the consensus EPS estimate has been revised 3.4% lower over the past 30 days, suggesting caution on near-term profitability.
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Uranium Energy Corp. (UEC)
Reporting: Q2 Fiscal 2026 (ending January 2026) | Before market open
Consensus Estimates: EPS of ($0.06)
Uranium Energy Corp, one of the largest pure-play uranium companies in the U.S., reports its fiscal Q2 results at a pivotal moment. The company is transitioning from developer to producer, a capital-intensive phase reflected in its most recent fiscal year net loss of approximately $87.7 million. In Q1 FY2026, UEC met estimates with EPS of -$0.02.
The uranium market has turned decidedly bullish in 2026, with spot prices rallying above $80/lb in January — up over 33% year-over-year — driven by tightening supply, structural nuclear energy demand, AI-driven electricity consumption growth, and geopolitical supply chain concerns. U.S. domestic production has collapsed to multi-decade lows, further supporting the investment case for domestic producers like UEC.
Why it matters: As UEC ramps production from its Texas and Wyoming in-situ recovery (ISR) operations, investors will want to hear about production milestones, contract bookings, and the timeline to profitability. The company's strategic positioning as a U.S.-based producer carries national security significance amid growing scrutiny of Russian and Kazakh uranium imports.
Wednesday, March 11: Gold Mining & Enterprise Automation
Harmony Gold Mining Company Limited (HMY)
Reporting: H1 Fiscal 2026 (ending December 2025) | Before market open
Harmony Gold, South Africa's largest gold producer, reports its half-year results amid what may be the most favorable gold pricing environment in decades. Gold prices surged past $5,000/oz in early 2026, and Harmony's fundamentals have been strengthening — the company posted 47.8% average annual earnings growth over recent years, with a trailing 12-month revenue of $4.16 billion and net income of $810 million.
The company expects H1 FY2026 results to align with expectations despite some operational setbacks, including a mill motor failure and a delay in the final gold shipment at its Hidden Valley operation in Papua New Guinea. Integration of the recently acquired high-grade CSA copper mine in Australia is progressing well, marking Harmony's strategic diversification into copper.
Why it matters: Harmony maintains its full-year production guidance of 1.4–1.5 million ounces and asserts strong fundamentals backed by a healthy balance sheet and improving safety metrics. With gold at multi-year highs, margin expansion could be dramatic. However, South African operational risks (power, labor, geology) and the company's relatively high cost structure compared to global peers remain watch items. Analysts rate HMY as a "Buy."
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UiPath, Inc. (PATH)
Reporting: Q4 Fiscal 2026 (ending January 2026) | After market close
Consensus Estimates: EPS of $0.25 | Revenue of $464.8 million
UiPath, the global leader in agentic automation, closes out its fiscal year with Q4 results that carry added weight given the growing enterprise focus on AI-powered automation. In Q3 FY2026, the company beat expectations with EPS of $0.16 versus $0.14–$0.15 estimated, and revenue of $411.1 million — up 15.9% year-over-year.
The company's pivot toward "agentic automation" — where AI agents autonomously execute complex workflows — positions it at the intersection of robotic process automation (RPA) and generative AI, a rapidly growing enterprise software segment. UiPath has historically delivered strong Q4 seasonal acceleration, with last year's Q4 posting EPS of $0.26 versus $0.19 expected.
Why it matters: This is UiPath's fiscal year-end, meaning full-year results and FY2027 guidance will be the primary focus. Investors want to see sustained revenue acceleration, net retention rates, and evidence that the company's AI capabilities are translating into deal expansion. The stock's net margin of 14.79% and return on equity of 3.73% suggest improving but still modest profitability.
Thursday, March 12: Software, Precious Metals, Retail & Homebuilding
Adobe Inc. (ADBE)
Reporting: Q1 Fiscal 2026 (ending February 2026) | After market close
Consensus Estimates: EPS of $5.88 | Revenue of $6.28 billion
Adobe's fiscal Q1 2026 report is the most closely watched enterprise software event of the week. The Creative Cloud and Document Cloud giant closed fiscal 2025 with record Q4 revenue of $6.2 billion (up 10.5% YoY) and digital media ARR approaching $19.2 billion (up 11.5%). The company generated over $10 billion in operating cash flow and spent nearly $12 billion on share repurchases, reducing its share count by more than 6%.
Management guided Q1 FY2026 EPS of $5.85–$5.90 and revenue of approximately $6.3 billion (~9.9% YoY growth), with full-year FY2026 EPS guidance of $23.30–$23.50. However, the stock has been under significant pressure amid fears that generative AI tools could disrupt Adobe's creative software dominance. Several analysts have recently cut price targets: Barclays trimmed to $335 from $415 (Overweight), while Jefferies slashed to $290 from $400 (Hold).
Why it matters: The core debate is whether Adobe's own AI innovations — particularly Firefly — can offset the competitive threat from OpenAI, Midjourney, and other generative AI tools. Barclays expects $460 million in Q1 net new ARR and believes the estimate is "beatable" from tiering contributions and growing generative credit usage. Investors will dissect ARR growth rates, AI monetization progress, and margin trends. The consensus is a "Moderate Buy" across 26 analysts (13 Buy, 11 Hold, 2 Sell) with an average target of $431.
Wheaton Precious Metals Corp. (WPM)
Reporting: Q4 & Full Year 2025 (ending December 2025) | After market close
Consensus Estimates: EPS of $0.81–$1.01 | Revenue estimates vary
Wheaton Precious Metals, the world's largest precious metals streaming company, reports Q4 results during a period of extraordinary gold prices. The company has been on a tear: Q3 2025 EPS of $0.62 beat estimates by 5%, and revenue surged 54.5% year-over-year to $476 million. The company's net margin of 54.72% stands among the highest in the mining sector.
Zacks Research recently upgraded WPM to "Strong Buy" and raised estimates across the board — FY2025 EPS to $2.61, FY2026 to $3.25, and FY2027 to $3.26 — reflecting expectations for sustained precious metals strength. However, the stock trades at an elevated P/E ratio of approximately 69 near its 12-month high, which could prompt profit-taking.
Why it matters: Wheaton's streaming model provides leveraged upside to gold and silver prices without the operational risks of mine ownership. With gold above $5,000/oz in early 2026, Q4 results (which captured gold in the $2,600–$2,800 range) will be strong, but the 2026 outlook — reflecting the recent price surge — could be transformative for earnings estimates. Key metrics to watch include GEO production, cash costs, and any new streaming deals.
Dollar General Corporation (DG)
Reporting: Q4 Fiscal 2025 (ending January 2026) | Before market open
Consensus Estimates: EPS of $1.57–$1.61 | Revenue of $10.78 billion
Dollar General's "back to basics" turnaround story faces its culminating chapter with fiscal Q4 2025 results. The discount retailer surprised to the upside throughout fiscal 2025: Q3 EPS of $1.28 blew away the $0.93 estimate by 37.6%, driven by 4.6% revenue growth, 2.5% same-store sales increases, and a 107-basis-point gross margin improvement thanks to shrink mitigation efforts.
Management's full-year fiscal 2025 guidance calls for EPS of $6.30–$6.50 and net sales growth of 4.7%–4.9%. A key bright spot has been the company's shrink reduction — worth 68 basis points of improvement in Q4 FY2024, with continued gains expected — after years of elevated theft and inventory loss that plagued the industry.
Why it matters: Dollar General serves price-conscious consumers in rural and small-town America — a demographic highly sensitive to inflation and economic conditions. Fiscal 2026 guidance will be the market-moving event, particularly around same-store sales expectations (long-term target: 2%–3% annual growth), margin recovery plans, and the new store pipeline (targeting approximately 2% unit growth annually). Zacks believes DG has the right ingredients for an earnings beat.
Ulta Beauty, Inc. (ULTA)
Reporting: Q4 Fiscal 2025 (ending January 2026) | After market close
Consensus Estimates: EPS of $7.93 | Revenue of $3.81 billion
Ulta Beauty, America's dominant specialty beauty retailer with approximately 1,445 stores, has been executing well after a challenging period of market share pressure in 2024. Fiscal Q3 2025 EPS of $5.14 smashed the $4.61 estimate by 11.5%, and revenue of $2.86 billion grew 12.9% year-over-year. CEO Kecia Steelman has described fiscal 2025 as a "pivotal year" of purposeful investment to fuel future growth.
Earlier fiscal year guidance calls for full-year revenue of $11.5–$11.6 billion and EPS of $22.50–$22.90, with comparable sales expected flat to up 1%. The company's 48 million-member loyalty program and expansion into international markets (Mexico joint venture, Middle East franchise, Space NK subsidiary in the UK) are key growth vectors.
Why it matters: The beauty industry has proven remarkably resilient, and Ulta's Q4 — the critical holiday quarter — will reveal whether the company maintained momentum against growing competition from Sephora/LVMH and direct-to-consumer brands. Investors will focus on comparable sales trends, gross margin trajectory, and FY2026 guidance, especially around the 40+ new brands launched in 2024 and continued store expansion. The consensus is "Moderate Buy" with an average target of $626.84.
Lennar Corporation (LEN)
Reporting: Q1 Fiscal 2026 (ending February 2026) | After market close
Consensus Estimates: EPS of $0.96 | Revenue of $6.90 billion
Lennar, one of America's largest homebuilders, delivers the first major read on 2026 housing conditions. The backdrop remains challenging: mortgage rates are stuck above 6%, affordability remains strained (over 75% of homes on the market are considered unaffordable for the typical household), and the "lock-in effect" is only now beginning to fade as more homeowners hold rates above 6%.
In Q4 FY2025, Lennar missed EPS estimates ($2.03 vs. $2.30) as gross margins compressed, though revenue of $9.37 billion beat expectations. For Q1 FY2026, management guided a significantly lower average selling price of $365,000–$375,000 and gross margins of just 15%–16%, reflecting ongoing use of incentives and interest rate buydowns to drive volume. The company is targeting 85,000 home deliveries in fiscal 2026 under its asset-light manufacturing model.
Why it matters: Lennar's results serve as a bellwether for the broader housing market. The company's pivot to an asset-light model (127-day construction cycle, 2.2 inventory turns) maximizes volume efficiency but compresses margins. Key focus areas include new order trends, cancellation rates, incentive spending, and land acquisition strategy. The analyst consensus is "Hold/Reduce" with an average target of approximately $106.54.
Ondas Inc. (ONDS)
Reporting: Q4 & Full Year 2025 (ending December 2025) | Before market open (March 11)
Consensus Estimates: EPS of ($0.06)
Ondas, a small-cap autonomous systems and private wireless technology company, represents the most speculative name on this week's earnings calendar — but also one with explosive growth metrics. The company already pre-announced Q4 2025 revenue of $27–$29 million, bringing full-year 2025 revenue to $47.6–$49.6 million — a staggering 576% year-over-year increase.
Ondas has been on an aggressive acquisition spree, incorporating Sentrycs, Apeiro Motion, 4M Defense, Rift Dynamics, and Roboteam into its Ondas Autonomous Systems (OAS) platform. The company raised its 2026 revenue target to $170–$180 million (up 25% from the prior $140 million target) and reports a pro-forma cash balance exceeding $1.5 billion, bolstered by a $1 billion equity raise. Backlog surged 180% to $65.3 million by year-end 2025.
Why it matters: While revenue growth is impressive, profitability remains distant, and the share dilution from the $1 billion offering warrants scrutiny. Investors will evaluate whether the company's autonomous drone and ground robot intelligence business — serving defense and commercial markets — is scaling sustainably or simply buying growth through acquisitions.
Sector Themes to Watch
Precious Metals: A Golden Moment
Three precious metals companies — Franco-Nevada (FNV), Harmony Gold (HMY), and Wheaton Precious Metals (WPM) — report this week against the most favorable gold pricing environment in history. Gold prices have surged past $5,000/oz in early March 2026, up approximately 76% year-over-year, driven by Middle East geopolitical escalation, central bank buying, and safe-haven demand. While Q4 2025 results will reflect the period's lower (but still elevated) prices, forward guidance incorporating recent levels could significantly lift earnings estimates across the sector. Each company offers a different exposure model: Franco-Nevada via royalties and streams (lowest operational risk), Wheaton via streaming (pure-play precious metals), and Harmony via direct mining (highest operational leverage to gold prices).
Technology: AI Monetization Under the Microscope
Oracle (ORCL), Adobe (ADBE), Hewlett Packard Enterprise (HPE), and UiPath (PATH) collectively illustrate the spectrum of AI's impact on enterprise technology. Oracle is spending $50 billion to build AI infrastructure; Adobe is defending its creative software moat against AI competitors; HPE is capitalizing on AI server demand and its Juniper-enhanced networking stack; and UiPath is pivoting to "agentic automation" powered by AI. Investors will look for evidence that these massive AI investments are generating tangible returns and sustainable revenue growth, rather than simply inflating capital expenditures.
Consumer & Retail: The Diverging American Shopper
Dollar General (DG), Ulta Beauty (ULTA), and Casey's General Stores (CASY) provide three different windows into consumer spending. Dollar General's results reflect the price-sensitive, rural consumer navigating persistent inflation. Ulta Beauty taps into the beauty-obsessed consumer who has maintained spending even in uncertain times. Casey's speaks to the everyday convenience and fuel-buying behavior of Middle America. Together, they paint a more nuanced picture of consumer health than any single data point.
Defense: AeroVironment's Transformation
AeroVironment (AVAV) reports as a fundamentally different company post-BlueHalo. The combined entity's portfolio — spanning drones, loitering munitions, counter-UAS, directed energy, space tech, and cyber capabilities — is tailor-made for the current geopolitical environment and the Trump administration's Golden Dome missile defense initiative. With pro forma revenues exceeding $1.7 billion and growing global defense budgets, AeroVironment's Q3 results will indicate whether the integration is on track and whether margin pressure from the deal is easing.
Homebuilding: Lennar's Affordability Challenge
Lennar (LEN) enters 2026 facing the persistent headwind of unaffordable housing. The company's aggressive use of interest rate buydowns and incentives has maintained sales volume but at the cost of gross margins, which are expected to compress to just 15%–16% in Q1. The broader question is whether the gradual fading of the mortgage "lock-in effect" — which kept existing homeowners from selling — will unlock enough inventory to improve market dynamics, or whether elevated rates will continue to suppress both supply and demand.
Weekly Earnings Calendar Overview
|
Date |
Company |
Ticker |
Period |
Consensus EPS |
Consensus Revenue |
|---|---|---|---|---|---|
|
Mon, Mar 9 |
Hewlett Packard Enterprise |
Q1 FY2026 |
$0.59 |
$9.31B | |
|
Mon, Mar 9 |
Casey's General Stores |
Q3 FY2026 |
$2.97 |
$4.08B | |
|
Tue, Mar 10 |
Oracle Corporation |
Q3 FY2026 |
$1.56 |
$16.90B | |
|
Tue, Mar 10 |
Franco-Nevada |
Q4 & FY 2025 |
$1.67 |
~$533M | |
|
Tue, Mar 10 |
Ferguson Enterprises |
CY2025/Q1 FY2026 |
Reported |
$31.3B (CY) | |
|
Tue, Mar 10 |
BioNTech |
Q4 & FY 2025 |
($0.57) |
$942M | |
|
Tue, Mar 10 |
NIO Inc. |
Q4 & FY 2025 |
($0.07) |
$4.77B | |
|
Tue, Mar 10 |
AeroVironment |
Q3 FY2026 |
$0.70 |
$480M | |
|
Tue, Mar 10 |
Uranium Energy Corp |
Q2 FY2026 |
($0.06) |
N/A | |
|
Wed, Mar 11 |
Harmony Gold Mining |
H1 FY2026 |
N/A |
N/A | |
|
Wed, Mar 11 |
UiPath |
Q4 FY2026 |
$0.25 |
$464.8M | |
|
Thu, Mar 12 |
Adobe |
Q1 FY2026 |
$5.88 |
$6.28B | |
|
Thu, Mar 12 |
Wheaton Precious Metals |
Q4 & FY 2025 |
$0.81–$1.01 |
N/A | |
|
Thu, Mar 12 |
Dollar General |
Q4 FY2025 |
$1.61 |
$10.78B | |
|
Thu, Mar 12 |
Ulta Beauty |
Q4 FY2025 |
$7.93 |
$3.81B | |
|
Thu, Mar 12 |
Lennar Corporation |
Q1 FY2026 |
$0.96 |
$6.90B | |
|
Wed, Mar 11* |
Ondas Inc. |
Q4 & FY 2025 |
($0.06) |
$27–$29M |
Note: Ondas is scheduled to report before market open on Wednesday, March 11.
Disclaimer
This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult with a financial advisor before making investment decisions. All estimates referenced are consensus analyst projections available as of March 6, 2026 and are subject to change.