Earnings rush starts

Wall Street’s earnings season moves into its first crowded week on Monday, with Tesla, Intel, GE Aerospace, UnitedHealth, RTX, Lam Research and Procter & Gamble all due by Friday. (factset.com) UnitedHealth said it will report first-quarter 2026 results before the market opens on Tuesday, April 21, with a call at 8 a.m. Eastern. RTX scheduled its first-quarter 2026 release for the same morning, ahead of an 8:30 a.m. Eastern call, and GE Aerospace listed its first-quarter webcast for 7:30 a.m. Eastern that day. (unitedhealthgroup.com) (rtx.com) (geaerospace.com) Tesla said it will post first-quarter 2026 financial results after the close on Wednesday, April 22, and hold a webcast at 5:30 p.m. Eastern. Lam Research set its March-quarter conference call for the same day at 5 p.m. Eastern, and Intel said it will report first-quarter results after the close on Thursday, April 23. (tesla.com) (lamresearch.com) (intel.com) Procter & Gamble put its fiscal third-quarter 2026 earnings call on the calendar for Friday, April 24, at 8:30 a.m. Eastern. Its investor relations site lists the event alongside prior quarterly releases, making it one of the last big consumer-staples reports in the week’s lineup. (pginvestor.com 1) (pginvestor.com 2) The backdrop is a market expecting solid profit growth. FactSet said the S&P 500 is projected to post 13.2% year-over-year earnings growth for the first quarter, which would be the sixth straight quarter of double-digit growth if the estimate holds. (factset.com) FactSet also said nine of the 11 S&P 500 sectors are expected to show earnings growth, led by information technology, materials and financials. That puts extra focus on companies such as Tesla, Intel and Lam Research for signals on chip spending, artificial-intelligence demand and industrial orders. (factset.com) Tesla enters the week after reporting first-quarter production of more than 408,000 vehicles, deliveries of more than 358,000 vehicles and energy-storage deployments of 8.8 gigawatt-hours. Those figures set the baseline for Wednesday’s discussion of margins, pricing and demand. (tesla.com) Intel’s report lands one day later, after the company said on March 31 that it would release first-quarter results “promptly after close of market” on April 23. Lam Research’s same-week call gives investors another read on wafer-fabrication equipment spending, a key measure of how aggressively chipmakers are expanding capacity. (intel.com) (lamresearch.com) By Friday afternoon, investors will have heard from a cross-section of health insurers, defense contractors, aerospace suppliers, semiconductor companies, automakers and consumer-products makers. The week’s schedule turns earnings season from a bank-led start into a marketwide test of whether first-quarter forecasts still hold. (factset.com)