Here is a look at the companies reporting this week, with a particular focus on the macro. It’s all likely to be overshadowed by the Middle East but hopefully the war ends and we can get back to earnings fundamentals.
Monday, April 20
- After close: Steel Dynamics, Alaska Air
Quiet start to the week. STLD gives a read on steel demand and tariff pass-through, while ALK offers an early look at domestic travel trends ahead of the bigger airline prints Tuesday. Cleveland-Cliffs already posted earnings Monday morning and was upbeat about steel prices and demand but shares are down 2.5% pre-market.
Tuesday, April 21
- Before open: GE Aerospace, RTX, UnitedHealth, 3M
- After close: Capital One, United Airlines, Intuitive Surgical, Interactive Brokers
Industrials and healthcare headline. GE Aerospace and RTX frame the aftermarket and defense spend picture — both have run hard, so guides matter more than prints. UnitedHealth is the landmine after recent MLR pressure battered the managed care complex; any Optum commentary moves the whole group. After the bell, Capital One reads the subprime consumer and credit normalization, while United Airlines gives the travel demand and fuel pass-through story. Delta was upbeat on flight demand last week.
Wednesday, April 22
- Before open: Boeing, AT&T, GE Vernova, Philip Morris
- After close: Tesla, IBM, ServiceNow, Texas Instruments
The big one. Boeing pre-market for 737 MAX production rate and free cash flow trajectory, GE Vernova as the cleanest power/grid electrification play. After the close is where the tape turns — Tesla is the single biggest risk event of the week, with options implying roughly a 6% move. IBM, ServiceNow, and Texas Instruments in the same evening give a triangulated read on enterprise AI spend and the analog semi cycle. A soft TXN guide would undercut the broadening-recovery narrative that’s been supporting semis. Tesla shares pre-market on Monday are down 0.4% despite an announcement of robotaxi rollouts in two cities.
Thursday, April 23
- Before open: American Express, Honeywell, Blackstone, Thermo Fisher, American Airlines
- After close: Intel, SAP, Newmont, Digital Realty
Amex billed business is the premium consumer tell, Honeywell rounds out late-cycle industrials, and Blackstone for private credit and real estate marks plus fundraising pace. Intel after the close is the wildcard: consensus is adjusted EPS of $0.02, collapsing 87% year-over-year, on sales down 2% to $12.4 billion, but the stock is up roughly 85% YTD, so 18A progress and foundry losses carry the print. Digital Realty gives another AI datacenter leasing datapoint alongside the Vertiv commentary from Wednesday. American Airlines is less business-oriented so it could offer some clues on middle class flight demand.
Friday, April 24
- Before open: Procter & Gamble, HCA Healthcare, SLB, Charter
P&G is the staples bellwether — organic growth mix between volume and price matters most, especially given FX. SLB takes on added weight with the Strait of Hormuz situation back in focus; international activity commentary and any Saudi/offshore color will move the oil services group
