Очередная «сезонная» волна отчетностей не сбавляет темп: перед инвесторами стоит насыщенная торговая сессия, на которой сразу несколько десятков компаний из разных отраслей представят квартальные результаты. В фокусе внимания — крупные игроки, чьи цифры могут задать тон рынку: Airbnb, McKesson, Gilead Sciences, Cloudflare и Monster Beverage. Их отчеты охватывают разные сегменты экономики — от туристических сервисов и медицины до технологических платформ и потребительского сектора.
Для тех, кто следит за рынком впервые, важно понимать терминологию. Сезон отчетности — это период, когда публичные компании публикуют квартальные финансовые данные. Инвесторы обычно сравнивают фактические показатели с оценками рынка. К ключевым метрикам относятся EPS (earnings per share — прибыль на акцию) и выручка (revenue). Формат «estimated EPS» и «estimated Revenue» в списках ниже отражает ожидаемые рынком значения.
Отчетность после закрытия торгов
Ниже — перечень компаний, которые планируют раскрыть квартальные результаты после закрытия биржи. В скобках указаны рыночные ожидания по EPS и (где приведено) по выручке.
- Consolidated Edison (ED) — Estimated EPS: $2.30, Estimated Revenue: $5.05B
- Gevo (GEVO) — Estimated EPS: -$0.01, Estimated Revenue: $44.65M
- Microchip Technology Inc (MCHP) — Estimated EPS: $0.51, Estimated Revenue: $1.26B
- McKesson Corp (MCK) — Estimated EPS: $11.57, Estimated Revenue: $101.23B
- Comp Science (DXC) — Estimated EPS: $0.70, Estimated Revenue: $3.15B
- Hnn Armstrng Stn (HASI) — Estimated EPS: $0.69, Estimated Revenue: $110.8M
- Cerence Inc (CRNC) — Estimated EPS: $0.12, Estimated Revenue: $60.71M
- Republic Services Inc (RSG) — Estimated EPS: $1.64, Estimated Revenue: $4.1B
- News Corporation (NWS) — Estimated EPS: $0.19, Estimated Revenue: $2.12B
- News Corp. (NWSA) — Estimated EPS: $0.19, Estimated Revenue: $2.11B
- Bill Com Holdings Inc (BILL) — Estimated EPS: $0.55, Estimated Revenue: $403.94M
- Legacy Housing Corporation (LEGH) — Estimated EPS: $0.45, Estimated Revenue: $38.53M
- Affirm Holdings (AFRM) — Estimated EPS: $0.17, Estimated Revenue: $995.85M
- Square Inc (XYZ) — Estimated EPS: $0.68, Estimated Revenue: $6.12B
- Expedia (EXPE) — Estimated EPS: $1.39, Estimated Revenue: $3.35B
- Yelp (YELP) — Estimated EPS: $0.26, Estimated Revenue: $353.47M
- CarGurus (CARG) — Estimated EPS: $0.57, Estimated Revenue: $243.23M
- Lyft (LYFT) — Estimated EPS: $0.06, Estimated Revenue: $1.64B
- Airbnb Inc (ABNB) — Estimated EPS: $0.31, Estimated Revenue: $2.62B
- Paylocity Holdng (PCTY) — Estimated EPS: $2.58, Estimated Revenue: $489.91M
- Iris Energy (IREN) — Estimated EPS: -$0.22, Estimated Revenue: $219.87M
- Symantec Corp (GEN) — Estimated EPS: $0.65, Estimated Revenue: $1.24B
- Open Text Corp (OTEX) — Estimated EPS: $0.92, Estimated Revenue: $1.27B
- Synaptics InCorp (SYNA) — Estimated EPS: $1.01, Estimated Revenue: $290.48M
- Monster Beverage (MNST) — Estimated EPS: $0.53, Estimated Revenue: $2.15B
- Post Holdings (POST) — Estimated EPS: $1.75, Estimated Revenue: $2.08B
- PennantPark Floating Rate Capital (PFLT) — Estimated EPS: $0.28, Estimated Revenue: $68.66M
- i3 Verticals (IIIV) — Estimated EPS: $0.29, Estimated Revenue: $57.46M
- Crinetics Pharmaceuticals Inc (CRNX) — Estimated EPS: -$1.28, Estimated Revenue: $8.51M
- Olin Corp (OLN) — Estimated EPS: -$0.69, Estimated Revenue: $1.62B
- Wynn Resorts Ltd (WYNN) — Estimated EPS: $1.26, Estimated Revenue: $1.82B
- Power Integration (POWI) — Estimated EPS: $0.23, Estimated Revenue: $106.63M
- TechTarget (TTGT) — Estimated EPS: $0.40
- Reinsurance Group of America Inc (RGA) — Estimated EPS: $6.02, Estimated Revenue: $6.43B
- Genpact Ltd (G) — Estimated EPS: $0.92, Estimated Revenue: $1.29B
- Fleetcor Tech (CPAY) — Estimated EPS: $5.46, Estimated Revenue: $1.21B
- Fortune Brands Home & Security (FBIN) — Estimated EPS: $0.55, Estimated Revenue: $1.02B
- Sensus Healthcare Inc (SRTS) — Estimated EPS: -$0.13, Estimated Revenue: $5.34M
- Cloudflare Inc (NET) — Estimated EPS: $0.23, Estimated Revenue: $620.83M
- Akamai Technologies Inc (AKAM) — Estimated EPS: $1.60, Estimated Revenue: $1.07B
- Texas Roadhouse (TXRH) — Estimated EPS: $1.82, Estimated Revenue: $1.64B
- Mettler-Toledo International Inc (MTD) — Estimated EPS: $8.71, Estimated Revenue: $943.66M
- AMN Healthcare Services Inc (AMN) — Estimated EPS: $1.62, Estimated Revenue: $1.23B
- HubSpot Inc (HUBS) — Estimated EPS: $2.47, Estimated Revenue: $863.34M
- Trade Desk Inc (TTD) — Estimated EPS: $0.09, Estimated Revenue: $678.88M
- DropBox Inc (DBX) — Estimated EPS: $0.73, Estimated Revenue: $615.92M
- Corsair Gaming Inc (CRSR) — Estimated EPS: $0.19, Estimated Revenue: $353.08M
- Toast (TOST) — Estimated EPS: $0.27, Estimated Revenue: $1.63B
- Cross Country (CCRN) — Estimated EPS: -$0.04, Estimated Revenue: $236.85M
- Pacific Bioscienc (PACB) — Estimated EPS: -$0.14, Estimated Revenue: $39.98M
- Century Aluminum Co (CENX) — Estimated EPS: $1.56, Estimated Revenue: $633.85M
- Ringcentral Inc (RNG) — Estimated EPS: $1.17, Estimated Revenue: $642.73M
- NRG Yield Inc C (CWEN) — Estimated EPS: -$0.25, Estimated Revenue: $341.62M
- Double Eagle Acquisition Corp (WSC) — Estimated EPS: $0.16, Estimated Revenue: $518.14M
- Guardant Health (GH) — Estimated EPS: -$0.81, Estimated Revenue: $279.25M
- 10X Genomics Inc (TXG) — Estimated EPS: -$0.27, Estimated Revenue: $146.52M
- Diamond Eagle Acquisition Corp (DKNG) — Estimated EPS: $0.03, Estimated Revenue: $1.65B
- Social Capital Hedosophia Hold II (OPEN) — Estimated EPS: -$0.10, Estimated Revenue: $983.8M
- Thunder Bridge Acquisition II Ltd (INDI) — Estimated EPS: -$0.06, Estimated Revenue: $55.11M
- Maravai Lifesciences Holdings Inc (MRVI) — Estimated EPS: -$0.05, Estimated Revenue: $52.9M
- Expensify (EXFY) — Estimated EPS: $0.04, Estimated Revenue: $35.53M
- Silver Wheaton Corp (WPM) — Estimated EPS: $1.25, Estimated Revenue: $880.42M
- Ptc Therape (PTCT) — Estimated EPS: -$0.46, Estimated Revenue: $224.08M
- Inogen Inc (INGN) — Estimated EPS: -$0.29, Estimated Revenue: $82.35M
- Natera Inc (NTRA) — Estimated EPS: -$0.54, Estimated Revenue: $617.2M
- Rocket Companies Inc (RKT) — Estimated EPS: $0.12, Estimated Revenue: $2.74B
- Goodrx Holdings Inc (GDRX) — Estimated EPS: $0.07, Estimated Revenue: $185.28M
- Pubmatic Inc (PUBM) — Estimated EPS: -$0.33, Estimated Revenue: $58.99M
- Definitive Healthcare (DH) — Estimated EPS: $0.03, Estimated Revenue: $54.94M
- Clearwater Analytics Holdings (CWAN) — Estimated EPS: $0.16, Estimated Revenue: $217.67M
- j2 Global (ZD) — Estimated EPS: $1.00, Estimated Revenue: $325.74M
- Full House Resorts Inc (FLL) — Estimated EPS: -$0.19, Estimated Revenue: $79.1M
- Cytek Biosciences (CTKB) — Estimated EPS: -$0.10, Estimated Revenue: $43.95M
- Parametric Sound Corp (TBCH) — Estimated EPS: -$0.43, Estimated Revenue: $46.84M
- Tandem Dtes Care (TNDM) — Estimated EPS: -$0.44, Estimated Revenue: $242.08M
- Sutherland Asset Management Corp (RC) — Estimated EPS: -$0.19, Estimated Revenue: $68.67M
- Vesper Healthcare (SKIN) — Estimated EPS: -$0.07, Estimated Revenue: $66.22M
- Ziprecruiter (ZIP) — Estimated EPS: -$0.15, Estimated Revenue: $106.18M
- EverCommerce (EVCM) — Estimated EPS: $0.16, Estimated Revenue: $147.17M
- Blend Labs (BLND) — Estimated EPS: $0.01, Estimated Revenue: $29.97M
- VTEX (VTEX) — Estimated EPS: $0.03, Estimated Revenue: $60.78M
- Caretrust Inc (CTRE) — Estimated EPS: $0.35, Estimated Revenue: $115.15M
- Xenon Pharmaceuticals (XENE) — Estimated EPS: -$1.18, Estimated Revenue: $1.5M
- Amprius Tech (AMPX) — Estimated EPS: -$0.03, Estimated Revenue: $25.32M
- Clean Energy Fuel (CLNE) — Estimated EPS: -$0.03, Estimated Revenue: $100.48M
- Coinbase Global (COIN) — Estimated EPS: $0.29, Estimated Revenue: $1.56B
- CryoLife Inc (AORT) — Estimated EPS: $0.04, Estimated Revenue: $115.77M
- W&T Offshore Inc (WTI) — Estimated EPS: -$0.07, Estimated Revenue: $126.71M
- Personalis Inc (PSNL) — Estimated EPS: -$0.27, Estimated Revenue: $14.49M
- TheRealReal Inc (REAL) — Estimated EPS: -$0.05, Estimated Revenue: $188.03M
- Mach Natural Resources LP (MNR) — Estimated EPS: $0.97
- Sprout Social Inc (SPT) — Estimated EPS: $0.16, Estimated Revenue: $121.5M
- Xponential Fitness (XPOF) — Estimated EPS: $0.11, Estimated Revenue: $63.86M
- Malibu Boats Inc (MBUU) — Estimated EPS: $0.34, Estimated Revenue: $204.71M
- QuinStreet (QNST) — Estimated EPS: $0.31, Estimated Revenue: $336.21M
- Assured Guaranty (AGO) — Estimated EPS: $1.42, Estimated Revenue: $211.64M
- Globus Medical (GMED) — Estimated EPS: $0.92, Estimated Revenue: $740.34M
- Sweetgreen (SG) — Estimated EPS: -$0.21, Estimated Revenue: $163.96M
- Strattec Security (STRT) — Estimated EPS: $1.14, Estimated Revenue: $140.7M
- Runway Growth Finance (RWAY) — Estimated EPS: $0.31, Estimated Revenue: $29.57M
- Atlanticuss (ATLC) — Estimated EPS: $1.74, Estimated Revenue: $749.25M
- Main Street Capital Corp (MAIN) — Estimated EPS: $1.04, Estimated Revenue: $146.14M
- Jfrog Ltd (FROG) — Estimated EPS: $0.21, Estimated Revenue: $147.47M
- Nebula Acquisition (LPRO) — Estimated EPS: $0.01, Estimated Revenue: $20.41M
- Silvaco (SVCO) — Estimated EPS: $0.10
- ICU Medical (ICUI) — Estimated EPS: $1.76, Estimated Revenue: $522.38M
- Motorola Inc (MSI) — Estimated EPS: $3.24, Estimated Revenue: $2.7B
- ESCO Technologies Inc (ESE) — Estimated EPS: $1.77, Estimated Revenue: $307.68M
- Biolife Sol (BLFS) — Estimated EPS: $0.02, Estimated Revenue: $25.68M
- Varex Imaging Corp (VREX) — Estimated EPS: $0.20, Estimated Revenue: $214.57M
- PennantPark Investment Corp (PNNT) — Estimated EPS: $0.15, Estimated Revenue: $27.13M
- Arrowhead Research Corp (ARWR) — Estimated EPS: -$1.04, Estimated Revenue: $71.5M
- Mitek Systems (MITK) — Estimated EPS: $0.34, Estimated Revenue: $52.59M
- Absci (ABSI) — Estimated EPS: -$0.19, Estimated Revenue: $1.43M
- DDR (SITC) — Estimated EPS: -$0.11, Estimated Revenue: $22.18M
- Callaway Golf Comp (CALY) — Estimated EPS: $0.34, Estimated Revenue: $653.4M
- Gilead Sciences Inc (GILD) — Estimated EPS: $1.90, Estimated Revenue: $6.91B
- Nelnet Inc (NNI) — Estimated EPS: $2.66, Estimated Revenue: $444M
- Portfolio Recover (PRAA) — Estimated EPS: $0.07, Estimated Revenue: $295.25M
- TimefireVR (RCAT) — Estimated EPS: -$0.13, Estimated Revenue: $18.78M
- FTAI Infra LLC (FIP) — Estimated EPS: -$0.35, Estimated Revenue: $186.57M
- Arlo Technologies (ARLO) — Estimated EPS: $0.18, Estimated Revenue: $138.35M
- Proficient Auto Logistics (PAL) — Estimated EPS: $0.16
- Figs (FIGS) — Estimated EPS: $0.01, Estimated Revenue: $152.48M
- DeVry Inc (CVSA) — Estimated EPS: $1.72, Estimated Revenue: $474.01M
- Axcelis Tech (ACLS) — Estimated EPS: $1.01, Estimated Revenue: $207.23M
- Diodes Inc (DIOD) — Estimated EPS: $0.34, Estimated Revenue: $395M
- LightPath Technol (LPTH) — Estimated EPS: -$0.03, Estimated Revenue: $15.29M
- PDF Solutions (PDFS) — Estimated EPS: $0.21, Estimated Revenue: $59.7M
- Nu Skin Enterprises Inc (NUS) — Estimated EPS: $0.27, Estimated Revenue: $356.8M
- Upwork (UPWK) — Estimated EPS: $0.27, Estimated Revenue: $195.9M
- Oportun Financial Corp (OPRT) — Estimated EPS: $0.20, Estimated Revenue: $228.58M
- Innospec Inc (IOSP) — Estimated EPS: $1.04, Estimated Revenue: $434.99M
- Prothena Corp (PRTA) — Estimated EPS: -$0.35, Estimated Revenue: $0.00
- Alarm.com Holdings (ALRM) — Estimated EPS: $0.61, Estimated Revenue: $250.54M
- BridgeBio Pharma Inc (BBIO) — Estimated EPS: -$0.68, Estimated Revenue: $178.16M
- Codexis (CDXS) — Estimated EPS: -$0.16, Estimated Revenue: $14.79M
- ICF International (ICFI) — Estimated EPS: $1.55, Estimated Revenue: $448.39M
- TeleTech Holdings (TTEC) — Estimated EPS: $0.24, Estimated Revenue: $492.64M
- PAR Technology Corp (PAR) — Estimated EPS: $0.06, Estimated Revenue: $116.95M
- Triangle Capital Corp (BBDC) — Estimated EPS: $0.25, Estimated Revenue: $63.05M
- Re Max Holding (RMAX) — Estimated EPS: $0.23, Estimated Revenue: $74.15M
- Applied Opt (AAOI) — Estimated EPS: -$0.05, Estimated Revenue: $156.98M
- Fox Fctry H (FOXF) — Estimated EPS: $0.09, Estimated Revenue: $351.76M
- Cbs Outdr A (OUT) — Estimated EPS: $0.01, Estimated Revenue: $420.19M
- Amphastar P (AMPH) — Estimated EPS: $0.72, Estimated Revenue: $176.32M
- Avista Healthcare Public Acquisit (ORGO) — Estimated EPS: -$0.29, Estimated Revenue: $43.3M
- Apollo Medical (ASTH) — Estimated EPS: $0.29, Estimated Revenue: $951.55M
- nLIGHT Inc (LASR) — Estimated EPS: $0.09, Estimated Revenue: $72.14M
- Progyny Inc (PGNY) — Estimated EPS: $0.26, Estimated Revenue: $326.57M
- Apex Technology Acquisition (AVPT) — Estimated EPS: $0.08, Estimated Revenue: $116.12M
- Nerdy (NRDY) — Estimated EPS: -$0.03, Estimated Revenue: $47.1M
- SoundHound AI (SOUN) — Estimated EPS: -$0.10, Estimated Revenue: $42.84M
- Morgan Stanley Direct Lending Fund (MSDL) — Estimated EPS: $0.52
- Mbia Inc (MBI) — Estimated EPS: -$0.11, Estimated Revenue: $6M
- Goldman Sachs BDC Closed End Fund (GSBD) — Estimated EPS: $0.29, Estimated Revenue: $83.24M
- Funko Inc (FNKO) — Estimated EPS: -$0.25, Estimated Revenue: $206.54M
- Monocle Acquisition Corp (ASLE) — Estimated EPS: $0.06, Estimated Revenue: $87.05M
- Fortress Value Acquisition Corp (MP) — Estimated EPS: -$0.01, Estimated Revenue: $73.57M
- HighCape Capital Acquisition (QSI) — Estimated EPS: -$0.11, Estimated Revenue: $248K
- Orion Office Reit (ONL) — Estimated EPS: -$0.13, Estimated Revenue: $34.96M
- Grindr (GRND) — Estimated EPS: $0.12, Estimated Revenue: $116.95M
- E.w. scripps comp (SSP) — Estimated EPS: -$0.56, Estimated Revenue: $517.33M
- Natures Sunshine (NATR) — Estimated EPS: $0.21, Estimated Revenue: $122.74M
- Westinghouse (WEST) — Estimated EPS: -$0.03, Estimated Revenue: $296.67M
- KCAP Financial (BCIC) — Estimated EPS: $0.47, Estimated Revenue: $15.84M
- Groupon Inc (GRPN) — Estimated EPS: $0.04, Estimated Revenue: $124.15M
- Alcobra Ltd (ARCT) — Estimated EPS: -$1.12
- Cherry Hill Mort (CHMI) — Estimated EPS: $0.12, Estimated Revenue: $11.1M
- Quest Resou (QRHC) — Estimated EPS: -$0.10, Estimated Revenue: $60.92M
- Heritag Insr Hld (HRTG) — Estimated EPS: $1.48, Estimated Revenue: $219.34M
- El Pollo Loco Holdings Inc (LOCO) — Estimated EPS: $0.22, Estimated Revenue: $122.12M
- The Joint Corp (JYNT) — Estimated EPS: $0.04, Estimated Revenue: $14.5M
- Myomo Inc (MYO) — Estimated EPS: -$0.09, Estimated Revenue: $10.58M
- B Riley Principal A (ALTG) — Estimated EPS: -$0.56, Estimated Revenue: $425.73M
- Karat Packaging (KRT) — Estimated EPS: $0.26, Estimated Revenue: $115.97M
- Kingstone Compani (KINS) — Estimated EPS: -$0.16, Estimated Revenue: $66.9M
- Cipher Pharmaceuticals (CPHRF) — Estimated EPS: $0.18, Estimated Revenue: $12.4M
- Profound Medical Corp Nas (PROF) — Estimated EPS: -$0.26, Estimated Revenue: $5.04M
- Flux Power Holdings (FLUX) — Estimated EPS: -$0.03, Estimated Revenue: $17.72M
- Sabesp (SBS) — Estimated EPS: $0.34, Estimated Revenue: $1.24B
- Warner Music Group (WMG) — Estimated EPS: $0.27, Estimated Revenue: $1.61B
- Willdan Group (WLDN) — Estimated EPS: $0.93, Estimated Revenue: $91.63M
- Mercer International (MERC) — Estimated EPS: -$0.55, Estimated Revenue: $493.82M
- US Auto Parts Network (PRTS) — Estimated EPS: -$0.13, Estimated Revenue: $133.45M
- Innodata Isogen (INOD) — Estimated EPS: $0.23, Estimated Revenue: $72.1M
- INmune Bio (INMB) — Estimated EPS: -$0.27, Estimated Revenue: $0.00
- New Flyer Inds Inc (NFYEF) — Estimated EPS: $0.21, Estimated Revenue: $921.91M
- B3 SA Brasil Bolsa Balcao ADR (BOLSY) — Estimated EPS: $0.16, Estimated Revenue: $547.14M
- Pembina Pipeline Corp (PBA) — Estimated EPS: $0.52, Estimated Revenue: $1.5B
- Howard Hughes Corp (HHH) — Estimated EPS: $0.24, Estimated Revenue: $192.52M
- Information Services (III) — Estimated EPS: $0.05, Estimated Revenue: $60.86M
- Stoke Therapeutics Inc (STOK) — Estimated EPS: -$0.81, Estimated Revenue: $7.07M
- Corvus Pharmaceuticals Inc (CRVS) — Estimated EPS: -$0.15, Estimated Revenue: $0.00
- Black Diamond (CLAR) — Estimated EPS: -$0.09, Estimated Revenue: $61.09M
- Nuscale Power (SMR) — Estimated EPS: -$0.13, Estimated Revenue: $4.99M
- Third Point Rens (SPNT) — Estimated EPS: $0.69, Estimated Revenue: $921.6M
- CoreWeave (CRWV) — Estimated EPS: -$0.17
- Heritage Global (HGBL) — Estimated EPS: $0.03, Estimated Revenue: $13.76M
- Amtech Systems (ASYS) — Estimated EPS: $0.09, Estimated Revenue: $19.5M
Почему именно такие списки важны рынку
Когда в один день отчитывается сразу много компаний, повышается вероятность резких движений как отдельных бумаг, так и индексов. Для крупных эмитентов (например, McKesson, Gilead Sciences или Cloudflare) реакция рынка часто зависит не только от EPS и выручки, но и от комментариев руководства: прогнозов по будущим кварталам, оценок спроса и динамики затрат.
При этом часть компаний из списка — бизнесы на ранних стадиях или в фазе затрат (что обычно отражается в отрицательных значениях EPS). В таких случаях инвесторы нередко смотрят на темпы развития, планы по коммерциализации продуктов и изменения в финансовых метриках, даже если прибыль пока не формируется.
Как следить за отчетностями в течение дня
- Сверяйте фактические результаты с ожиданиями: разница между оценкой и реальными цифрами нередко определяет динамику котировок.
- Обращайте внимание на выручку: для многих секторов (технологии, потребительские бренды, здравоохранение) масштаб продаж — главный индикатор спроса.
- Читайте прогнозы: комментарии менеджмента по следующему периоду могут перевесить даже «попадание» в EPS.
- Учитывайте формат публикации: отчеты после закрытия торгов обычно вызывают движение на следующий торговый день.
Сезон отчетности продолжается, и ключевая задача для инвестора — не пропустить новые публикации и оперативно оценить их влияние на ожидания рынка. Следите за обновлениями в течение всей недели, чтобы сверять факты с прогнозами и понимать, какие отрасли задают тренд.
