Free · The next fortnight
Earnings cheat sheet
Who reports when, what the market expects, and — the part no calendar gives you — what the institutional investors holding each company did with it in the quarter before the print.
The fortnight ahead
1,216 companies report between 27 July and 10 August; the largest are below.
Monday 27 July
Tuesday 28 July
Wednesday 29 July
Thursday 30 July
Friday 31 July
Saturday 1 August
| BRK.BBerkshire Hathaway | $1.1tn | +3% | -1% |
Tuesday 4 August
Wednesday 5 August
Thursday 6 August
| MAERSK-B.COAP Moller-Maersk | $261bn | -150% | +103% |
| SIE.DESiemens AG | $238bn | +13% | -60% |
| 9984.TSoftBank Group | $224bn | -23% | +155% |
| GILDGilead Sciences | $161bn | +1350% | +119% |
Columns are market capitalisation, the consensus full-year EPS growth estimate, and the gap between the current price and our own fair value estimate. A dash means we do not hold that figure.
Straight answers
Where do the dates come from?
Company calendars as published through the market data feeds. Dates are confirmed by the company and do move, particularly for smaller listings, so treat anything more than a week out as provisional.
Is the expected EPS growth for this quarter?
No, it is the analyst consensus for the full financial year. Quarter-level consensus is licensed data we do not carry. The full-year figure is still the useful context — it tells you what the price is already assuming.
What does 'funds last quarter' mean?
How the institutional investors we track changed their position in the most recently filed 13F quarter: how many opened it, added to it, or trimmed it. It is positioning going into the print, not a forecast of the result, and the filings are up to 45 days old.
Why do you only show the largest companies?
Over a thousand companies report in any given fortnight and a complete list is unreadable. The market-wide table shows the biggest; the box at the top shows exactly your companies, whatever their size.
Will you email me every week?
Only when at least one of your companies actually reports in the coming fortnight. A weekly email saying nothing is happening is how a subscription becomes spam, so those weeks are silent.
Educational information, not financial advice. Figures current as of July 2026 where dated; allowances and rates change, so check the source before acting.