Key Points
- Five trading days packed with earnings: 17 companies across mining, tech hardware, defense, Chinese internet, retail, semiconductors, luxury, travel and networking report results between Monday, August 17 and Friday, August 21, 2026.
- Retail dominates the week, with HD, LOW, TGT, TJX, WMT and ROST offering a comprehensive read on the U.S. consumer heading into the back half of 2026.
- Semiconductor and test-equipment bellwethers ADI and KEYS will indicate whether AI-driven capital spending momentum is still accelerating.
- Chinese tech giants BIDU and NTES report amid mixed sentiment on China's advertising and gaming markets.
- BHP kicks off the week with full-year results that will set the tone for global miners, while DE closes out the agricultural-machinery narrative on Thursday.
- Defense contractor ESLT already reported strong numbers on August 11, offering a preview of what geopolitical-driven demand can do for the sector.
- Smaller but closely watched names — FN, VIK, EL and UI — round out the calendar with idiosyncratic stories in optical networking, cruise travel, prestige beauty and enterprise networking.
Seventeen companies spanning mining, retail, semiconductors, defense, travel and Chinese internet report earnings this week, giving investors a broad cross-section of how the global economy is holding up through the middle of 2026. The calendar is heavily weighted toward consumer-facing retailers, making it one of the most important weeks of the year for gauging U.S. household spending, while a cluster of tech-hardware and defense names will test whether AI capex and geopolitical tensions are still driving order books higher.
Monday, August 17: Mining And Optical Networking
BHP Group Limited opens the week with full-year results for the 12 months ended June 30, 2026, due before the market open in Australia (after-hours in the U.S.) on Monday. The world's largest miner delivered a strong first half, with revenue climbing 11% year-over-year to 27.9 billion US dollars and underlying EBITDA up 25% to 15.5 billion US dollars on a 58% margin, while management guided full-year revenue toward 55.5-56.5 billion US dollars. Consensus full-year EPS sits near 5.12 US dollars after Erste Group Bank recently trimmed its own forecast to 5.04 US dollars, citing softer commodity pricing. Wall Street's rating on BHP remains a cautious hold, with an average price target of 69.50 US dollars against a stock trading near 87 US dollars — a reminder that iron ore and copper price swings, not the earnings print itself, tend to be the bigger driver of the stock.
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FN (Fabrinet) reports fourth-quarter and full fiscal-year 2026 results after the close on Monday. The optical-component manufacturer has beaten EPS estimates in each of the last four quarters, most recently posting 3.72 US dollars against a 3.56 US dollar estimate. For the quarter reporting this week, consensus calls for EPS near 3.81 US dollars on revenue of roughly 1.28 billion US dollars, implying continued double-digit growth tied to AI-driven demand for optical transceivers. Analyst price targets range widely from 635 to 850 US dollars, reflecting debate over how durable the AI-networking buildout will be.
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Tuesday, August 18: Home Improvement, Test Equipment, Defense And Chinese Search
HD (Home Depot) reports second-quarter fiscal 2026 results before the bell. Consensus expects EPS of roughly 4.73 US dollars on revenue near 47.2-47.5 billion US dollars, versus 4.68 US dollars and 45.3 billion US dollars a year ago — implying revenue growth of 4-5% against roughly flat earnings, as comparable sales strength has yet to translate into margin expansion. The retailer has narrowly missed or matched estimates in each of the last two quarters, making this print a test of whether Pro-customer initiatives can finally reaccelerate comps.
KEYS (Keysight Technologies) reports fiscal third-quarter results after the close. Management already guided aggressively higher in its own release, pointing to adjusted EPS of 2.43-2.49 US dollars (versus a prior 2.14 US dollar consensus) and revenue of 1.73-1.75 billion US dollars, implying roughly 29% year-over-year growth. The company topped estimates last quarter by a wide margin, with EPS of 2.87 US dollars against a 2.26 US dollar estimate, so the bar for this print has already been reset materially higher by its own guidance.
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ESLT (Elbit Systems) already reported Q2 2026 results on August 11 — ahead of this list's expected reporting window — posting EPS of 4.14 US dollars against a 3.69 US dollar estimate and revenue of 2.29 billion US dollars against 2.23 billion US dollars expected, a 12.2% earnings beat driven by 15.9% revenue growth and expanding non-GAAP operating margin. The defense electronics maker has now logged 12 consecutive positive analyst estimate revisions with zero downgrades in the 30 days leading into the print, underscoring how strongly institutional sentiment has shifted toward the stock amid elevated global defense spending.
BIDU (Baidu) reports second-quarter 2026 results before the U.S. market open. Sell-side estimates cluster around 31.6-32.2 billion Chinese yuan in revenue, a year-over-year decline as legacy online marketing continues to shrink even as Baidu's AI infrastructure and cloud businesses expand at a roughly 59% clip. Non-GAAP EPS is expected near 1.37 yuan, with full-year consensus around 6.54 yuan per share; the stock trades near 12.3 times forward earnings, close to multi-year lows, reflecting skepticism about the pace of the AI-to-revenue transition.
Wednesday, August 19: Semiconductors, Discount And Home Retail, Cruise Travel, Beauty
ADI (Analog Devices) reports fiscal third-quarter results, with management's own guidance calling for revenue near 3.9 billion US dollars (plus or minus 100 million US dollars), reported EPS around 2.60 US dollars and adjusted EPS around 3.30 US dollars, versus a prior Street consensus of just 3.61 billion US dollars in revenue and 3.00 US dollars in EPS. The chipmaker crushed its prior-quarter estimate, posting EPS of 3.09 US dollars against a 2.90 US dollar estimate on 37% revenue growth, so this print will show whether the industrial and automotive semiconductor recovery is still gaining steam. Analyst sentiment is overwhelmingly bullish, with a strong-buy consensus and price targets that have risen sharply in recent months, some as high as 550 US dollars.
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TJX (The TJX Companies) reports second-quarter fiscal 2026 results. In the comparable period last year the off-price retailer posted EPS of 1.10 US dollars against a 1.01 US dollar estimate on 4% comparable-sales growth, and management has since raised full-year EPS guidance twice, now to a range of 4.63-4.66 US dollars. Consensus rating remains a strong buy with an average price target near 176 US dollars, reflecting confidence that the value-retail model continues to take share regardless of the macro backdrop.
LOW (Lowe's Companies) also reports Wednesday, with consensus calling for revenue of roughly 26.2 billion US dollars and GAAP EPS near 4.15 US dollars, up from 23.95 billion US dollars and 4.27 US dollars in the year-ago quarter — a meaningful step-up in expected revenue tied to the Foundation Building Materials and ADG acquisitions closing into the base. The stock carries a buy consensus with an average price target of roughly 261 US dollars.
TGT (Target) reports second-quarter fiscal 2026 results, with Wall Street consensus centered on EPS of 2.25-2.32 US dollars on revenue of roughly 26.1 billion US dollars, up from 2.05 US dollars and 25.2 billion US dollars a year ago. Target's rating remains a lukewarm hold, with 10 buys, 13 holds and 4 sells among 27 analysts and an average price target of 134 US dollars, reflecting lingering concerns about traffic trends even as recent analyst notes point to modest upside to consensus.
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VIK (Viking Holdings) reports second-quarter 2026 results before the open, with a conference call the same morning. Consensus expects EPS near 1.26 US dollars on revenue of roughly 2.14 billion US dollars. The cruise operator has beaten estimates in three of its last four quarters and carries a buy consensus with an average price target above 101 US dollars, with several firms — including Wells Fargo and Goldman Sachs — raising targets meaningfully in the past two weeks.
EL (The Estée Lauder Companies) reports fiscal fourth-quarter 2026 results, with the Zacks consensus estimate calling for revenue of roughly 3.55 billion US dollars, up 4.1% year-over-year, and EPS near 0.31-0.32 US dollars versus 0.09 US dollars a year ago — a sharp rebound as fragrance and international momentum offset a still-challenging skincare category. Full fiscal-year EPS is expected near 2.41 US dollars, up nearly 60% from fiscal 2025. Analyst sentiment is split roughly down the middle between buy and hold, though several firms including Citigroup and Goldman Sachs have upgraded the stock in 2026.
Thursday, August 20: Big-Box Retail, Farm Equipment And Chinese Gaming
WMT (Walmart) reports second-quarter fiscal 2027 results before the market open. Consensus calls for adjusted EPS of roughly 0.74 US dollars on revenue near 186.7-187 billion US dollars, up from 0.68 US dollars and 177.8 billion US dollars a year ago, even though management's own guidance of 0.72-0.74 US dollars in EPS came in slightly below the Street's earlier expectations. Walmart carries a strong-buy consensus with an average price target above 138 US dollars, underscoring confidence that grocery share gains and high-margin advertising and marketplace revenue can keep offsetting a moderating U.S. comparable-sales trend.
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DE (Deere & Company) reports fiscal third-quarter 2026 results before the open. Consensus sits near 4.71-4.85 US dollars in EPS on revenue of roughly 10.8 billion US dollars, down from 4.75 US dollars and 12.0 billion US dollars a year ago, reflecting the ongoing agricultural-equipment downcycle. Deere beat estimates in three of its last four quarters by wide margins, including a 6.55 US dollar result against a 5.70 US dollar estimate last quarter, so a similar upside surprise would not be unusual even against a shrinking revenue base. The buy/hold split among analysts is even, with an average price target of 654 US dollars.
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NTES (NetEase) reports second-quarter 2026 results before the U.S. open. The gaming and internet company has topped estimates consistently, most recently posting EPS of 2.53 US dollars against a 2.19 US dollar estimate on revenue of 4.43 billion US dollars versus 4.25 billion US dollars expected. For the quarter reporting this week, consensus EPS sits near 2.31 US dollars on revenue near 4.34 billion US dollars. NetEase carries a small-sample buy consensus with an average price target of 160 US dollars.
ROST (Ross Stores) rounds out Thursday, though the company's historical reporting pattern points to a Thursday report ahead of its typical Friday earnings call; consensus modeling points to continued mid-single-digit comparable sales growth after last year's 4.6% revenue gain to 5.53 billion US dollars, with full-year EPS guidance previously raised to a 7.50-7.74 US dollar range. The stock enjoys a strong-buy consensus and an average price target near 232 US dollars.
Friday, August 21: Networking Hardware
UI (Ubiquiti) closes the week, reporting fiscal fourth-quarter 2026 results before the market open with a conference call scheduled for 9:30 a.m. Eastern. The enterprise-networking hardware maker has posted steadily rising quarterly revenue over the past year, reaching 788 million US dollars with a 47% gross margin and 30% net margin in its most recent quarter. Wall Street coverage is thin and sharply divided: BWS Financial has repeatedly raised its price target, most recently to 980 US dollars with a buy rating, while Barclays maintains an underweight rating with a target of 672 US dollars, illustrating a wide gap in views on how much of Ubiquiti's growth is already priced in.
Why This Week Matters For Investors
This week's retail-heavy slate — Home Depot, TJX, Lowe's, Target, Walmart, Ross Stores and Estée Lauder all reporting within five days — offers the clearest read yet on U.S. consumer health heading into the holiday shopping season, since comparisons will reveal whether tariff-related cost pressures flagged throughout 2025 and early 2026 have finally eased. Semiconductor and instrumentation results from Analog Devices and Keysight will help confirm whether the AI infrastructure buildout that has powered chip and test-equipment demand throughout 2026 is still broadening beyond a handful of hyperscalers. BHP's full-year results, together with Deere's agricultural-cycle update, will indicate whether commodity and farm-equipment demand is stabilizing or still working through oversupply, while Baidu and NetEase provide a window into how Chinese consumer internet and gaming businesses are navigating a slower domestic advertising market alongside heavy AI investment. Finally, Elbit Systems' already-reported beat, alongside Viking's cruise-demand trends and Ubiquiti's networking growth, rounds out a week where investors will be looking for confirmation that niche, high-growth industries can keep outrunning a mixed macro backdrop.
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