Monday, April 20: Steel Dynamics.
Tuesday, April 21: GE Aerospace, 3M, Halliburton, United Airlines.
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Wednesday, April 22: Tesla, Philip Morris), IBM, Boeing.
Thursday, April 23: Intel, American Express, Blackstone.
Friday, April 24: P&G.
Here’s a very brief, revenue + profit growth–focused snapshot of that earnings week:
Monday (Apr 20) – Steel Dynamics
- Revenue: ~$5.2B (+19% YoY)
- Profit (EPS): $2.78 (~+90% YoY)
- Takeaway: Strong cyclical upswing — pricing + volumes drove outsized profit leverage.
Tuesday (Apr 21) – Industrials & Cyclicals
- GE Aerospace: Strong revenue beat; earnings growth driven by aerospace demand (sector leader in Industrials growth).
- 3M: Modest growth; restructuring still limiting profit expansion.
- Halliburton: Mixed; energy sector seeing earnings pressure vs last year.
- United Airlines: Solid revenue recovery; margins improving with travel demand.
Takeaway: Industrials strong; energy lagging.
Wednesday (Apr 22) – Mixed Growth Profiles
- Tesla:
- Revenue ~+16% YoY, profit ~+17% YoY
- Growth intact but slowing vs prior years
- IBM: Low-single-digit growth; steady margins.
- Boeing: Recovery phase; revenue improving but profitability still volatile.
- Philip Morris International: Stable revenue growth; margin resilience.
Takeaway: Growth present but more selective vs 2023–24 tech boom.
Thursday (Apr 23) – Tech + Financial Strength
- Intel:
- Revenue beat; strong AI/data centre demand
- Profit improving (adjusted EPS beat)
- Forward growth accelerating
- American Express: Solid revenue growth; resilient consumer spend.
- Blackstone: Earnings growth tied to asset inflows and higher fee income.
Takeaway: AI + financials driving earnings momentum.
Friday (Apr 24) – Defensive Consumer
- Procter & Gamble:
- Revenue growth steady
- EPS guidance stable but cost pressures limiting upside
Takeaway: Defensive names = stable but low growth.
Overall Week (Key Investment Signal)
Laggards: Energy, defensive consumer
Revenue growth: ~mid-to-high single digit overall (S&P ~10%)
Earnings growth: ~mid-teens (~15%)
Leaders: Industrials, AI/tech, materials
