Earnings playbook: Apple and Caterpillar lead a big week of reports

January 25, 2026

TL;DR

Over 90 S&P 500 companies, including Apple, Caterpillar, and Microsoft, are reporting earnings this week.
Currently, 76% of companies that have reported have exceeded earnings estimates.
The S&P 500 is on track for its 10th straight quarter of year-on-year profit growth.
General Motors is expected to show continued sales momentum.
Boeing's report could be met with turbulence despite expectations of a beat and strong guidance.
Starbucks faces an expected earnings drop but has an investor day planned for further insights.
Microsoft's results will be watched for commentary on Azure capacity and Copilot adoption.
Tesla is expected to report a significant year-over-year earnings decline.
Meta Platforms is anticipated to show strong revenue growth driven by user engagement and advertising.
Caterpillar's report will indicate if its strong performance as a data center infrastructure leader can continue.
Apple faces its earnings release after a seven-week slump, with optimism for iPhone demand and Services revenue growth.

Continue reading the original article