Netflix and Tesla among big companies slated to report
The third-quarter earnings season has gotten off to a strong start. Investors will look to this week’s batch of companies reporting to keep the momentum going. More than 80 S & P 500 companies are due to release results this week. Among them are Netflix , General Motors and Tesla . Those results will come after banking giants JPMorgan Chase and Goldman Sachs posted strong quarterly figures. Overall, 84% of the S & P 500 stocks members that have so far reported have topped earnings expectations, according to FactSet. Check out CNBC Pro’s breakdown of what to expect from some of this week’s most important reports. All times ET. Tuesday General Motors is set to report earnings before the market’s opening bell. A call with management is set for 8:30 a.m. Last quarter: GM reported a $1.1 billion tariff hit . This quarter: Analysts polled by FactSet expect a year-over-year earnings decline of more than 20%. What to watch: Deutsche Bank analyst Edison Yu thinks GM can deliver an earnings beat. But, “while pricing should remain consistent, results will likely be hurt by a small volume decline as well as higher net tariff impact” quarter over quarter. Yu has a hold rating on General Motors. What history shows: Bespoke Investment Group data shows GM beats earnings estimates 88% of the time. However, shares have fallen on the last three earnings days, including two pullbacks of more than 8%. Netflix is set to report earnings after the market closes, followed by a conference call at 4:45 p.m. Last quarter: NFLX beat expectations thanks to 16% revenue growth . This quarter: Analysts see a year-over-year earnings increase of nearly 30%, FactSet numbers show. What to watch: Bernstein’s Laurent Yoon, who has an outperform rating on the stock, in a note last week said that “K-Pop Demon Hunters” will be key to Netflix seeing strong results. “Netflix’s global engagement rose modestly QoQ, reversing the 2Q dip that came with a weaker content slate last quarter. The significant driver of the rebound was due to K-Pop Demon Hunters, which added roughly 500M viewing hours, with another ~400M expected in 4Q25,” he said. What history shows: Netflix has risen in three of the last four earnings days, Bespoke said. The company has also topped earnings estimates for six straight quarters. Wednesday Tesla is set to report earnings after the close, slated for 4:30 p.m. Last quarter: TSLA sales missed expectations following another auto revenue drop . This quarter: The automaker is expected to post a year-over-year earnings decline of more than 20%, according to FactSet. What to watch: Colin Langan of Wells Fargo expects an earnings beat from Tesla. After that, though, he sees a massive decline for the EV maker, noting there’s “too much ‘hype’ baked” into the stock. “Full self-driving] is now under another NHTSA investigation, impacting TSLA’s credibility on AV. Robots could be +10 years away from true commercialization given the importance of touch & nimbleness,” he said. What history shows: Tesla has a checkered record on earnings, beating expectations less than 60% of the time, according to Bespoke. Thursday Ford Motor is set to report earnings after the closing bell. A conference call between management and analysts is scheduled for 5 p.m. Last quarter: F reinstated its full-year outlook, including a $2 billion tariff hit . This quarter: Analysts expect the automaker’s earnings fell more than 25% from the year-earlier period, FactSet data shows. What to watch: “The focus will be on Ford’s exposure to Novelis-related aluminum supply disruptions, particularly for F-Series. Our updated estimates do not contemplate any material production disruptions, leaving us at the higher-end of Ford’s 2025 adj. EBIT guidance range ($7.4 billion vs. $6.5-7.5 billion guide),” TD Cowen analyst Itay Michaeli wrote. What history shows: Bespoke data shows Ford has beaten earnings estimates for four straight quarters. Intel is set to report earnings after the market closes. Management holds a call with analysts at 5 p.m. Last quarter: INTC beat on revenue and cut its foundry investments . This quarter: Analysts expect the chipmaker to swing back to profitability, according to FactSet. What to watch: Intel has been on a tear heading into this week’s report, soaring more than 62% in the past three months following announcements that the U.S. government had taken a 10% stake in the company . Nvidia also invested $5 billion in Intel . Investors will look for clues on how Intel can capitalize on those two shows of supports. What history shows: Intel shares fell after its last three earnings releases, including an 8% drop following the second-quarter release. ( Learn the best 2026 strategies from inside the NYSE with Josh Brown and others at CNBC PRO Live. Tickets and info here . )
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