Earnings season presses on, and market participants should expect a busy slate of quarterly releases on Tuesday, May 26. The day’s timetable features a mix of large-cap and smaller-cap companies from defense, cybersecurity, semiconductors, industrials and mining, each delivering results that will update the near-term picture for those industries.
Scheduled before the market open
- Elbit Systems Limited (ESLT) - Estimated EPS: $2.84, Estimated Revenue: $2.04B
- Kingfisher plc (KGFHY) - Estimated Revenue: $4.35B
- CSW Industrials Inc (CSW) - Estimated EPS: $2.41, Estimated Revenue: $297.76M
- Skyline Corp (SKY) - Estimated EPS: $0.6156, Estimated Revenue: $607.4M
- Pony Ai Inc (PONY) - Estimated EPS: -$0.11
- Ituran Location and Control Ltd (ITRN) - Estimated EPS: $0.793, Estimated Revenue: $96.85M
- Inventiva SA (IVA) - Estimated EPS: -$0.27, Estimated Revenue: $0.00
Scheduled after the market close
- Zscaler Inc (ZS) - Estimated EPS: $1.01, Estimated Revenue: $835.55M
- Semtech Corp (SMTC) - Estimated EPS: $0.4526, Estimated Revenue: $283.44M
- Modine Manufacturing Company (MOD) - Estimated EPS: $1.57, Estimated Revenue: $920.68M
- SeaCube Container Leasing Ltd (BOX) - Estimated EPS: $0.3627, Estimated Revenue: $296.5M
- BBVA Banco Frances Sa ADR (BBAR) - Estimated EPS: $0.3057, Estimated Revenue: $684.91M
- Silvercorp Metals Inc (SVM) - Estimated EPS: $0.2267, Estimated Revenue: $106.14
Additional companies with scheduled disclosures that day include Transcat (TRNS) - Estimated EPS: $0.5725, Estimated Revenue: $89.79M; Mandalay Digital Group Inc (APPS) - Estimated EPS: $0.1, Estimated Revenue: $129.28M; Ooma Inc (OOMA) - Estimated EPS: $0.3183, Estimated Revenue: $79.82M; Agora Inc (API) - (no estimates included in the schedule); MGO Global (HMR) - Estimated Revenue: $12.00M; and Dmg Blockchain (DMGGF) - Estimated EPS: -$0.0147, Estimated Revenue: $5.66M.
These scheduled reports cut across several sectors. Elbit Systems represents the defense and aerospace technology segment, where results can reflect contract timing and program execution. Zscaler sits squarely in cybersecurity and cloud security software, a sector sensitive to subscription revenue trends and enterprise spending. Semtech supplies semiconductors and related components that feed into broader technology and communications supply chains. Modine and SeaCube provide industrial and equipment exposure, while Silvercorp sits in metals and mining.
Investors will measure actual results against the published estimates above, watching both per-share earnings and top-line revenue figures for signs of strength or weakness. For companies with subscription-based models, such as Zscaler, revenue trends and recurring revenue metrics will be closely scrutinized. For industrial and materials companies, revenue and margin dynamics tied to pricing and input costs will be a focal point.
Context and next steps
The releases on Tuesday will add incremental data points to earnings season, helping market participants refine expectations for corporate performance across defense, technology, manufacturing and mining. Given the range of companies reporting, the session is likely to generate sector-specific moves rather than a single market-wide narrative.
Market participants seeking the most up-to-date results should follow company releases as they are published during the trading day and after the close.
Key points
- The day includes major names such as Elbit Systems (ESLT) before the open and Zscaler (ZS) and Semtech (SMTC) after the close, among others.
- Reported estimates cover a broad cross-section of the economy - defense, cybersecurity, semiconductors, industrials and metals - offering multiple sector signals.
- Investors will compare reported EPS and revenue to the estimates listed above to assess near-term momentum for each company and sector.
Risks and uncertainties
- Actual results may deviate from the published estimates for EPS and revenue, which would introduce volatility for the individual stocks and potentially affect related sector peers.
- The diversity of companies reporting means impacts will likely be sector-specific; results in one sector (for example, semiconductors or cybersecurity) may not imply similar outcomes in defense or materials.
- Some entries in the schedule lack full estimate detail (for example, Agora Inc had no estimates listed), reflecting limitations in available pre-release data.