Another week, another batch of earnings reports to keep investors glued to their screens. This time around, we're getting a particularly interesting mix: a major semiconductor player, a couple of homebuilders, several apparel brands, some food companies, and yes, that retail investor favorite FuelCell Energy.
Let's walk through what's coming and when you'll need to pay attention.
Monday, December 15: A Quiet Start
The week eases in gently with just a few reports after Monday's closing bell. Navan, Inc. (NAVN), Ark Restaurants Corp. (ARKR), and Champions Oncology, Inc. (CSBR) will all report Monday afternoon. Not exactly market-moving names, but someone's watching them.
Tuesday, December 16: Cannabis, Apparel, and Homebuilders
Tuesday morning brings Canadian cannabis producer Organigram Global Inc. (OGI) and workwear brand Duluth Holdings Inc. (DLTH) before the opening bell.
After the close, things get more interesting. Homebuilder Lennar Corp. (LEN) reports Tuesday afternoon, which should give us some insight into how the housing market is holding up. Worthington Enterprises, Inc. (WOR) rounds out Tuesday's after-hours slate.
Wednesday, December 17: The Big Day
Morning Reports
Wednesday is when things really heat up. Before the market opens, we'll hear from a solid lineup including Jabil Inc. (JBL), General Mills, Inc. (GIS), The Toro Company (TTC), ABM Industries Inc. (ABM), Spire Global, Inc. (SPIR), Optex Systems Holdings, Inc. (OPXS), and Veru Inc. (VERU).
General Mills should be particularly interesting for anyone tracking consumer spending patterns on packaged food.
The Main Event: Micron After Hours
Here's the big one. Micron Technology, Inc. (MU) reports after Wednesday's close, and this is the earnings report tech investors have been circling on their calendars. Analysts are looking for earnings of $3.93 per share on revenue of $12.81 billion.
But the numbers everyone really cares about involve high bandwidth memory. Specifically, investors want to know if surging sales of HBM3E chips for AI applications can drive a beat-and-raise quarter that proves the memory supercycle is real and durable through 2026. This isn't just about one quarter—it's about validating the entire AI infrastructure investment thesis.
Also reporting Wednesday after the close: Enerpac Tool Group Corp. (EPAC), Worthington Steel, Inc. (WS), MillerKnoll, Inc. (MLKN), and Gloo Holdings, Inc. (GLOO).
Thursday, December 18: FuelCell, Nike, and FedEx
Morning Reports
Thursday morning brings FuelCell Energy, Inc. (FCEL), a retail investor darling that tends to generate outsized attention relative to its size. Analysts expect losses of $1.04 per share and revenue of $44.75 million for the fourth quarter. The stock moves on earnings, so if you're holding it, buckle up.
The morning also features a strong roster: Cintas Corp. (CTAS), Accenture Plc (ACN), FactSet Research Systems Inc. (FDS), Darden Restaurants, Inc. (DRI), CarMax, Inc. (KMX), Birkenstock Holding Plc (BIRK), and Innovative Solutions and Support, Inc. (ISSC).
Accenture and Darden should both provide useful reads on their respective sectors—consulting demand and casual dining strength.
Afternoon Heavyweights
Thursday afternoon is stacked. NIKE, Inc. (NKE) and FedEx Corp. (FDX) will both be in the spotlight after the close. Nike's report will offer clues about consumer spending on athletic apparel and the effectiveness of the company's turnaround efforts. FedEx, meanwhile, is basically an economic bellwether—package volumes tell you a lot about commerce trends.
Also reporting Thursday after the bell: HEICO Corp. (HEI), BlackBerry Limited (BB), KB Home (KBH), Mission Produce, Inc. (AVO), and Scholastic Corp. (SCHL). KB Home is the second homebuilder this week, giving us another data point on housing demand.
Friday, December 19: Carnival Closes It Out
Carnival Corp. (CCL) takes the final slot, reporting before Friday's market open. Analysts expect the cruise line operator to post earnings of 25 cents per share on revenue of $6.37 billion. Carnival's results should tell us whether cruise demand is still running hot or if consumers are finally pulling back on discretionary travel spending.
Rounding out Friday morning: Paychex, Inc. (PAYX), Lamb Weston Holdings, Inc. (LW), Conagra Brands, Inc. (CAG), and Winnebago Industries, Inc. (WGO).
Conagra and Lamb Weston (frozen potato products, if you're wondering) will give us more consumer staples data, while Winnebago offers a window into RV demand.
So there you have it—a full week of earnings spanning everything from AI-fueled semiconductor demand to cruise vacation trends. Wednesday's Micron report will probably steal the show, but there's enough variety here to keep most investors occupied. Whether you're tracking tech, consumer discretionary, industrials, or just trying to figure out where the economy is headed, this week's earnings should provide plenty of clues.




