Earnings Calendar and Analysis for This Week (September 15-19)

Below is a weekly earnings calendar of the most important upcoming quarterly reports scheduled to be released by publicly traded companies. However, we have also provided expanded previews and recaps for select companies that are reporting earnings throughout the week.

Please check back often. This earnings calendar is updated regularly.

(Editor's note: Earnings dates in tables are tentative. However, companies featured in "Earnings Spotlights" have officially announced their earnings dates.)

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Karee Venema

I am the Senior Investing Editor at Kiplinger.com, having joined the publication in April 2021. I have over a decade of experience writing about the stock market and have covered corporate earnings reports and stock reactions over that time frame. I find corporate earnings to be so important because they allow investors a closer look into the strength of a company's fundamentals and how these may impact its share price down the road.

David Dittman

I am the former managing editor and chief investment strategist of Utility Forecaster, which was named one of "10 investment newsletters to read besides Buffett's" in 2015. A graduate of the University of California, San Diego, and the Villanova University School of Law, and a former stockbroker, I have been working in financial media for more than 20 years.

Earnings calendar highlights

Monday (9/15)

Tuesday (9/16)

There are no noteworthy earnings reports scheduled for release after the closing bell on Tuesday, September 16.

Wednesday (9/17)

Earnings recap: Cracker Barrel Old Country Store

Cracker Barrel Old Country Store (CBRL) continues to struggle following the release of its first quarterly earnings report in the aftermath of a brand update gone wrong. The consumer discretionary stock is down more than 18% since it introduced a new logo on August 19 as part of other planned renovations to its restaurant-and-retail stores.

CFO Craig Pommells said during Cracker Barrel's quarterly conference call that traffic declined about 8% after the logo change and said management expects a fiscal 2026 first-quarter decline of 7% to 8%.

And management is listening: "We thank our guests for sharing their voices and their passion for Cracker Barrel in recent weeks," CEO Julie Masino said at the top of Cracker Barrel's fiscal 2025 fourth-quarter earnings release, "and we've listened, switching back to our 'Old Timer' logo, hitting pause on remodels, and placing an even bigger emphasis in the kitchen and other areas that enhance the guest experience."

As Masino noted, "many elements" of Cracker Barrel's strategy "are working well and delivering results," citing "five consecutive quarters of comparable store restaurant sales increases and 9% adjusted EBITDA growth" for the full year. "Looking ahead," Masino concludes "there is much to be optimistic about, and our teams are focused on getting back to the momentum we created last fiscal year."

Cracker Barrel reported earnings of 74 cents per share (-24.8% year over year) on revenue of $868.0 million (-2.9% YoY) vs Wall Street expectations of 80 cents on $855 million.

Truist analyst Jake Bartlett reiterated his Buy rating but reduced his 12-month target price for CBRL stock from $62 to $58 after management's report. "Initial fiscal 2026 adjusted EBITDA guidance is far lower than we expected," Bartlett writes, "but also appears to include high marketing and labor spend to support the sales recovery."

Thursday (9/18)

Earnings preview: FedEx

FedEx (FDX) will offer a window on economic activity when it reports fiscal 2026 first-quarter results after Thursday's closing bell. The logistics giant is down more than 18% year to date even as industrial stocks have rallied nearly 16%.

Wall Street expects FedEx to report EPS of $3.64 (+1.1% YoY) on revenue of $21.69 billion (+0.5% YoY).

Morgan Stanley analyst Ravi Shankar sees EPS coming in at $3.59, reflecting domestic B2C weakness and trade policy headwinds as well as industrial weakness weighing on freight results.

Shankar, who rates FDX stock Underweight with a 12-month target price of $200, continues to see volume and share pressures in the parcel space in addition to macroeconomic and policy volatility.

Friday (9/19)

There are no noteworthy earnings reports scheduled for release on Friday, September 19.

Reporting schedules are provided by Briefing.com and company websites. Earnings estimate data provided by Refinitiv, an LSEG business, via Yahoo! Finance, and S&P Global Market Intelligence via Briefing.com.

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