Stock Markets January 27, 2026

Stocks Mixed Ahead of Fed Meeting; Airlines, Auto and Logistics Names Move in Premarket

American Airlines, GM and Kimberly-Clark climb while JetBlue and UnitedHealth weigh on early trade as earnings drive premarket activity

By Marcus Reed AAL GM KMB JBLU NOC
Stocks Mixed Ahead of Fed Meeting; Airlines, Auto and Logistics Names Move in Premarket
AAL GM KMB JBLU NOC

U.S. stock futures opened mixed as markets awaited the next Federal Reserve policy meeting and corporate earnings continued to drive premarket swings. Airline, auto, consumer goods, defense, healthcare and logistics stocks featured among the largest movers, with some companies reporting stronger-than-expected results and outlooks while others posted disappointing earnings.

Key Points

  • Earnings reports dominated premarket price action, affecting airlines, automakers, consumer goods companies and logistics providers.
  • Companies reporting stronger results or favorable guidance - including American Airlines, GM, UPS and RTX - saw notable premarket gains.
  • Significant disappointments, particularly UnitedHealth's earnings miss and JetBlue's wider losses, drove sharp declines for those stocks and highlight sector-specific pressures in healthcare and low-cost carriers.

U.S. equity futures showed a mixed pattern Tuesday as investors queued up ahead of the next Federal Reserve meeting and the earnings calendar accelerated. Corporate reports dominated premarket price moves, with several large-cap names drawing notable attention across transportation, industrials, consumer goods and financials.

Here are the leading premarket movers and the results or guidance that shaped their early trading:

  • American Airlines (AAL) - The carrier's shares were up 3.5% after it set 2026 profit guidance that exceeded market expectations. The company said the recovery in corporate travel and robust demand for premium services helped underpin its forecast.
  • General Motors (GM) - GM stock climbed 4.5% after the automaker reported a stronger fourth-quarter core profit, attributing the improvement in part to solid sales of its lower-cost crossover SUVs and pickup trucks over the year.
  • Kimberly-Clark (KMB) - Shares rose 1.2% following fourth-quarter adjusted earnings that topped analyst views, with the company continuing a strategic pivot toward higher-margin personal care product categories.
  • JetBlue (JBLU) - The low-cost carrier's shares fell 3.5% after it reported fourth-quarter losses that were wider than expectations, despite revenues slightly outpacing forecasts.
  • Northrop Grumman (NOC) - Shares slipped 2% even though the defense supplier posted higher fourth-quarter profit and revenue. The company cited strength in its aeronautics business amid a backdrop of heightened geopolitical uncertainty.
  • UnitedHealth (UNH) - The stock plunged 16% after the insurer reported a sharp drop in fourth-quarter earnings. UnitedHealth cited elevated medical costs as a headwind. The company also faced downward pressure from a proposal by the Trump administration that would raise next year’s Medicare Advantage plan payments by less than expected.
  • United Parcel Service (UPS) - UPS shares advanced 3.1% after the parcel giant projected higher revenue for 2026. The company said it is continuing to reduce low-margin deliveries for its largest customer, Amazon, while shifting the business mix toward higher-paying shipment types.
  • RTX Corp (RTX) - The aerospace and defense firm gained 3.6% after reporting higher fourth-quarter revenue and profit, driven by increased engine sales and demand for commercial aircraft maintenance and repair services.
  • Roper Technologies (ROP) - Roper shares slipped 2.1% after a modest fourth-quarter earnings beat was offset by a full-year outlook that failed to meet investor expectations.
  • CoreWeave (CRWV) - The cloud computing company jumped 4.5% after receiving an additional $2 billion investment from Nvidia, prompting an analyst upgrade from Deutsche Bank.
  • Cloudflare (NET) - The stock soared 11%, extending gains after growing investor enthusiasm around Clawdbot, an open-source AI agent that has driven recent momentum for the company.
  • HSBC (HSBC) - ADRs rose 2.9% after the bank's market value climbed above $300 billion, a development noted ahead of its upcoming earnings where it is expected to raise profit targets.

Overall, the premarket moves illustrated how corporate earnings and company-specific developments are influencing early trading in distinct sectors - from airlines and parcel delivery to defense contractors and cloud software firms - while macro attention remains fixed on the Fed meeting. Investors appeared to react selectively, rewarding companies reporting stronger-than-expected results or favorable strategic shifts and penalizing firms that revealed profit pressures or guidance that disappointed.

Risks

  • Near-term market direction may be influenced by the upcoming Federal Reserve meeting, introducing macroeconomic uncertainty for equities - affecting all sectors.
  • Companies facing elevated costs or lower-than-expected guidance, such as UnitedHealth and JetBlue, could see sustained pressure on their stocks - impacting healthcare and airline sectors.
  • Full-year outlooks that fall short of expectations, as with Roper Technologies, may trigger investor reevaluation of valuation and growth assumptions - affecting industrials and software-related names.

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