Key Points
- Twenty-one companies across energy, travel, Canadian banking, Chinese e-commerce, software, semiconductors, mining, and life-sciences tools report earnings between Monday, August 24 and Thursday, August 27, 2026, making this one of the densest weeks of the North American summer earnings calendar.
- The week's headline event is NVIDIA Corporation (NVDA)'s fiscal Q2 2027 report on Wednesday, August 26, with consensus calling for roughly $91.85 billion in revenue and $2.08 in adjusted EPS, both nearly double year-ago levels, as the AI-infrastructure buildout remains the market's dominant narrative.
- Six Canadian financial institutions — Bank of Montreal (BMO), Bank of Nova Scotia (BNS), Royal Bank of Canada (RY), Toronto-Dominion Bank (TD), and Canadian Imperial Bank of Commerce (CM) — report across Tuesday and Thursday, giving investors a broad read on North American consumer credit and capital-markets health.
- Enterprise software names Salesforce (CRM), CrowdStrike (CRWD), Workday (WDAY), Autodesk (ADSK), and Intuit (INTU) will test whether AI-driven product cycles are translating into durable subscription growth and margin expansion.
- Chinese consumer names PDD Holdings (PDD) and Trip.com (TCOM) report against a backdrop of intense domestic competition and mixed analyst sentiment following recent rating downgrades.
- Precious-metals miner Gold Fields (GFI) has already pre-announced a sharp earnings jump, while energy producer Woodside Energy (WDS) reports amid a lifted 2026 production outlook, giving commodities investors two distinct read-throughs on gold and LNG markets.
Why This Week Matters
Earnings season for the fiscal quarter ended roughly June/July 2026 is now entering its final and most consequential stretch, with mega-cap technology, Canadian banking, and cyclical commodity names reporting almost simultaneously. Because these companies span energy, travel, financials, Chinese internet, cybersecurity, semiconductors, precious metals, and enterprise software, the week functions as a cross-sector stress test for the broader economy — from AI capital-expenditure momentum to consumer credit quality to global gold demand. Investors should watch not just whether headline EPS and revenue figures beat or miss consensus, but also forward guidance, since several names (Nvidia, CrowdStrike, Salesforce, Synopsys) trade at premium multiples where guidance revisions tend to move share prices more than the print itself.
Monday, August 24
Woodside Energy Group (WDS)
Woodside Energy Group Ltd (WDS) is set to report H1/Q2 2026 results before the market opens on Monday, August 24, with the Australian LNG and oil producer's ADR carrying a market capitalization near $46 billion. Analysts forecast EPS of approximately $0.78 and revenue of roughly $3.61 billion for the quarter, though a preliminary release already showed Q2 operating revenue of $4.19 billion, up 28% year over year, on higher realized prices. The stock carries a consensus "Hold" rating with a $23.21 price target, reflecting limited near-term perceived upside after the company narrowed its full-year 2026 production guidance to 174–185 million barrels of oil equivalent and reaffirmed capital expenditure guidance of $4.0–4.5 billion. Investors will watch for updates on LNG contract pricing and project execution at Woodside's growth assets, which remain the key swing factors for cash flow into 2027.
Trip.com Group (TCOM)
Trip.com Group Limited (TCOM), China's largest online travel platform, is expected to report Q2 2026 results after the market closes, though some trackers list the date as Wednesday, August 26 — investors should confirm timing via the company's own investor relations page closer to the date. Consensus estimates call for EPS near $0.87–$0.98 and revenue of approximately $2.29 billion, implying roughly 10% year-over-year revenue growth even as EPS is expected to decline slightly from a year ago. The stock has a "Moderate Buy" to "Strong Buy" consensus rating from analysts, with average price targets ranging from roughly $60 to $67. Trip.com beat revenue estimates in its prior quarter (up 17.2% year over year to $2.35 billion) but missed EPS by $0.02, and the current EPS estimate has been revised down more than 8% over the past 30 days, signaling growing caution about near-term profitability amid competitive discounting in China's travel market.
Tuesday, August 25
Canadian Banking: BMO and BNS
Bank of Montreal (BMO) reports fiscal Q3 2026 results before the market opens, with analysts forecasting EPS of roughly $2.67 (or C$3.74 on an adjusted basis) and revenue near $6.91 billion. The bank beat expectations last quarter with EPS of $2.68 versus a $2.54 estimate, and it carries a consensus "Hold" rating with a price target near $163, reflecting a split analyst view of five buys, seven holds, and one sell among 13 covering firms. Bank of Nova Scotia (BNS) also reports before the open, with consensus EPS near $1.48–$1.53 on revenue of roughly $7.10 billion, following a Q2 beat of $1.47 versus $1.42 expected and 8.3% year-over-year revenue growth. Both Canadian banks' results will offer an early signal on loan-loss provisioning and net interest margin trends heading into the back half of 2026.
PDD Holdings (PDD)
PDD Holdings Inc. (PDD), parent of Chinese e-commerce platform Pinduoduo and cross-border marketplace Temu, reports Q2 2026 results before the market opens. Wall Street projects EPS in the $2.73–$2.77 range on revenue of approximately $17.0 billion, following a prior-quarter miss where EPS of $1.38–$1.40 fell well short of a roughly $2.40 consensus despite an 11% revenue increase. Analyst sentiment has been volatile: Barclays and Macquarie downgraded the stock in late May 2026, while Daiwa Capital cut its rating from Buy to Hold, yet the broader analyst base still carries an average "Overweight"/"Buy" consensus with price targets clustering between $116 and $124. Investors will focus on margin trends and overseas Temu investment spending, which have repeatedly weighed on profitability even as top-line growth remains double-digit.
Intuit (INTU)
Intuit Inc. (INTU) reports fiscal Q4 2026 results after the market closes, with consensus EPS near $3.54 and revenue of approximately $4.28 billion, in line with the company's own guidance of $3.56–$3.62. Intuit's fiscal Q3 2026 results beat expectations with 10% revenue growth to $8.56 billion and non-GAAP EPS growth of 10% to $12.80, prompting management to raise full-year guidance to $23.80–$23.85 in EPS. The stock holds a "Moderate Buy"/"Overweight" consensus among more than 30 analysts, with average price targets near $431–$455, implying substantial potential upside from current trading levels. TurboTax, Credit Karma, and QuickBooks segment performance, alongside any early commentary on the 2027 tax season, will be closely watched.
HEICO Corporation (HEI)
HEICO Corporation (HEI), the aerospace and electronics parts supplier, reports fiscal Q3 2026 results after the market closes, with a conference call the following morning. Analysts expect EPS of approximately $1.51 and revenue of roughly $1.35 billion, representing about 17–18% year-over-year revenue growth. HEICO has beaten EPS estimates in each of the past several quarters, including a 25% beat last quarter ($1.66 actual versus $1.33 estimate), underscoring consistent execution in its Flight Support and Electronic Technologies segments.
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Gold Fields (GFI)
Gold Fields Limited (GFI) reports H1 2026 results, and the company has already pre-announced sharply higher earnings: headline earnings per share are guided at $1.98–$2.18, up 72–90% year over year, driven by higher gold-equivalent production (1,260koz, up 12%) and stronger realized gold prices, partially offset by rising all-in sustaining costs of roughly $1,900 per ounce. Consensus estimates for the formal release sit near $2.63 EPS on revenue of approximately $5.84 billion, and analysts currently carry a "Hold" consensus rating with a price target near $47.75. Given the pre-announcement, the market's attention will likely center on cost guidance and the Windfall project's capital expenditure trajectory rather than the headline earnings beat itself.
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Wednesday, August 26
NVIDIA Corporation (NVDA)
NVIDIA Corporation (NVDA) headlines the week, reporting fiscal Q2 2027 results after the market closes, with 40-plus analysts modeling revenue of $91.85 billion and adjusted EPS of $2.08 — both roughly double the year-ago period. That consensus sits just under the company's own guide of $91.0 billion (excluding China), meaning any upside beat combined with strong fiscal Q3 guidance near $103 billion could be a significant catalyst, while a miss or cautious China commentary could trigger outsized volatility given the stock's outsized weight in major indices. Sell-side sentiment remains bullish into the print, with Stifel reiterating a Buy rating and $282 price target, and both TD Cowen and BofA Securities maintaining Buy ratings citing strong AI infrastructure demand and chip-supply positioning. Data-center revenue trends and commentary on export restrictions to China will be the two most-watched variables.
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Salesforce (CRM)
Salesforce, Inc. (CRM) reports fiscal Q2 2027 results after the close, with consensus across roughly 53 analysts projecting adjusted EPS of $3.27–$3.28 and revenue near $11.33 billion, representing about 12.4% EPS growth and 10.4% revenue growth year over year. That sits right at the top of the company's own guided range of $3.25–$3.27 EPS and $11.27–$11.35 billion revenue. Salesforce carries a Buy consensus among covering analysts with average targets between $241 and $250, and while the company has beaten EPS estimates in each of its last four quarters, the market's real focus will be on cRPO (current remaining performance obligation) growth in constant currency and Q3 guidance, as an EPS beat alone is now viewed as a baseline expectation rather than a catalyst.
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CrowdStrike Holdings (CRWD)
CrowdStrike Holdings, Inc. (CRWD) reports fiscal Q2 2027 results after the close, the same evening as Nvidia and Salesforce. Following a 4-for-1 stock split that took effect in July 2026, post-split guidance implies EPS of roughly $0.29 and net new annual recurring revenue (ARR) of $284–$286 million, with consensus revenue near $1.44 billion. Analysts and prediction markets currently assign roughly 89% odds of an EPS beat, reflecting CrowdStrike's consistent track record, but BofA Securities has flagged that the market may require net new ARR above $292 million — a beat of more than 3% — to justify the stock's approximately 175x forward earnings multiple. Net new ARR, rather than the headline EPS or revenue figures, is widely seen as the single most important number in this report.
Synopsys (SNPS)
Synopsys, Inc. (SNPS) reports fiscal Q3 2026 results after the close, with the same 5:00 PM ET call time as Nvidia, Salesforce, and CrowdStrike — making this one of the most concentrated reporting windows of the entire earnings season. Consensus estimates call for EPS of $3.67 and revenue of $2.44 billion, representing roughly 40% year-over-year revenue growth (aided by the Ansys acquisition) and sitting near the top of the company's own $3.63–$3.69 guided range. Synopsys has beaten its EPS guidance in three of its last four quarters, and the stock trades roughly 33% below its 52-week high heading into the print, adding a valuation-recovery angle to the earnings narrative.
Agilent Technologies (A)
Agilent Technologies, Inc. (A) reports fiscal Q3 2026 results after the close, with consensus EPS near $1.48–$1.49 and revenue of approximately $1.84 billion, both essentially in line with company guidance of $1.48–$1.50 EPS and $1.83–$1.85 billion revenue. Agilent enters the print fresh off a prior-quarter beat that included a 5.8% EPS surprise and a 57% jump in net income, alongside a raised full-year guide, with management noting its Ignite product initiative pulled forward demand by roughly a full quarter. Full-year guidance stands at $6.00–$6.10 EPS, positioning this report as a read on life-sciences and diagnostics instrument demand recovery.
Veeva Systems (VEEV)
Veeva Systems Inc. (VEEV) reports fiscal Q2 2027 results after the close, with consensus EPS of $2.22 and revenue near $905 million, matching the company's own guided range of $2.21–$2.22 EPS. Veeva has a track record of exceeding its own guidance in recent quarters, and analyst sentiment remains constructive, with at least one recent upgrade to Buy from Guggenheim ahead of the print. As the dominant cloud-software provider to the life-sciences and pharmaceutical industry, Veeva's results offer a proxy for biotech and pharma R&D and commercial software spending.
Everpure, Inc. (P)
Everpure, Inc. (P) — the enterprise data-storage company formerly known as Pure Storage, which rebranded in February 2026 — reports fiscal Q2 2027 results, with consensus estimates near $0.58 EPS and $1.10 billion in revenue. The company's prior quarter beat expectations with $0.47 EPS versus a $0.40 consensus and revenue of $1.05 billion versus roughly $998 million expected, a beat that followed 35% year-over-year revenue growth. Everpure carries a "Moderate Buy" consensus rating, and Susquehanna recently upgraded the stock to a "Positive" rating with a $120 price target, citing continued strength in its Evergreen subscription and cloud-native storage offerings. Given the sharp swing to profitability in its most recent quarter, investors will watch closely for confirmation that the return to net income is sustainable rather than a one-off.
Thursday, August 27
Canadian Banking: RY, TD, and CM
Royal Bank of Canada (RY) reports fiscal Q3 2026 results before the market opens, with consensus EPS near $2.89 and revenue of approximately $12.92 billion, following a prior-quarter beat of $2.84 EPS on 11.4% revenue growth. Toronto-Dominion Bank (TD) also reports before the open, with consensus EPS of roughly $1.73 and revenue near $10.66 billion, after beating estimates last quarter with $1.74 EPS versus $1.63 expected. Canadian Imperial Bank of Commerce (CM) rounds out the trio, reporting before the market opens with consensus EPS near $1.78 and revenue of approximately $5.72 billion, building on a Q2 beat of $1.86 versus $1.78 expected. Together, these three reports — alongside BMO and BNS earlier in the week — give investors a complete picture of the "Big Six" Canadian banks' credit quality, capital markets revenue, and net interest margin trends for the quarter.
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Marvell Technology (MRVL)
Marvell Technology, Inc. (MRVL) reports fiscal Q2 2027 results after the close, with consensus estimates calling for adjusted EPS of roughly $0.93 and revenue near $2.71 billion, implying approximately 35% year-over-year growth and sitting near the midpoint of the company's own $0.88–$0.98 EPS guidance. Marvell's prior quarter delivered $2.42 billion in revenue (up 27.6% year over year) with EPS matching estimates at $0.80, and management has projected fiscal 2027 revenue growth of roughly 40% to nearly $11.5 billion, with data-center revenue expected to rise about 50%. Despite a roughly 35% stock pullback from recent highs, most covering analysts remain bullish heading into the report, citing continued strength in AI-driven interconnect and custom-silicon demand.
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Autodesk (ADSK)
Autodesk, Inc. (ADSK) reports fiscal Q2 2027 results after the close, with consensus EPS of $3.12 and revenue of approximately $2.01 billion, matching the company's own $3.10–$3.14 EPS guidance. The stock carries a "Moderate Buy" consensus rating from 32 analysts, with an average price target near $321.65, implying more than 25% potential upside from current trading levels, though a recent Goldman Sachs upgrade to "Neutral"/"Hold" introduced a note of caution. Design and engineering software demand, along with subscription-transition metrics, remain the key operational threads to watch.
Workday (WDAY)
Workday, Inc. (WDAY) reports fiscal Q2 2027 results after the close, with consensus EPS of $2.61 and revenue near $2.64 billion. Workday has beaten estimates in each of its recent quarters, including a prior-quarter beat of $2.66 EPS versus a $2.51 estimate on 13.5% revenue growth. The stock holds a "Moderate Buy" consensus from roughly 36–37 analysts, and several firms — including TD Cowen, UBS, and Bank of America — have recently raised price targets into the $200–$220 range, with some analysts noting that speculation about potential private-equity interest could influence the stock's reaction as much as the underlying results. Human-capital and financial-management software demand trends will be the primary focus for investors parsing the print.
What Investors Should Watch
This week's reports collectively test several major 2026 market themes at once: whether AI infrastructure capital expenditure (Nvidia, Marvell, CrowdStrike, Synopsys) remains durable, whether Canadian banks can sustain net interest margins amid a still-uncertain rate environment, and whether Chinese consumer platforms (PDD, Trip.com) can defend margins against intense domestic competition. For most of the software and semiconductor names, consensus estimates sit at or near the top of company-issued guidance, meaning in-line results may not be sufficient to move share prices — analysts increasingly emphasize forward guidance and secondary metrics like net new ARR, cRPO growth, and cost-guidance revisions over the headline EPS or revenue beat itself. Investors positioning ahead of these prints should weigh valuation multiples against guidance risk, given that several of the week's most closely watched names — Nvidia, CrowdStrike, and Synopsys among them — trade at premium multiples that leave limited room for disappointment.
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