Executive Summary
Today (Thursday, January 29, 2026) features 127 earnings reports across global markets, with several major U.S. companies delivering results:
🔥 Major U.S. Earnings Highlights
Top Performers (Beat Estimates):
- Mastercard (MA): EPS $4.76 vs $4.24 est (+12.3%) | Revenue $8.81B vs $8.77B est
- Caterpillar (CAT): EPS $5.12 vs $4.67 est (+9.6%) | Revenue $19.13B vs $15.60B est (+22.6%)
- Honeywell (HON): EPS $2.59 vs $2.54 est | Revenue $9.76B vs $9.96B est
- Lockheed Martin (LMT): EPS $5.80 vs $5.81 est (in-line) | Revenue $20.32B vs $19.86B est (+2.3%)
- Valero Energy (VLO): EPS $3.82 vs $3.27 est (+16.8%) | Revenue $31.73B vs $28.51B est (+11.3%)
- 1-800-Flowers (FLWS): EPS $1.10 vs $0.86 est (+27.9%) | Revenue $702M vs $315M est (+123%)
Notable Misses:
- International Paper (IP): EPS -$4.52 vs $0.28 est (massive miss) | Revenue $6.01B vs $5.69B est
- Dow Inc (DOW): EPS -$2.15 vs -$0.46 est | Revenue $9.46B (in-line)
- Comcast (CMCSA): EPS $0.84 vs $0.73 est (+15.1%) | Revenue $32.31B (in-line)
Other Major Reports:
- Thermo Fisher (TMO): EPS $6.57 vs $6.45 est | Revenue $12.22B vs $11.95B est
- Nasdaq (NDAQ): EPS $0.96 vs $0.92 est | Revenue $1.39B (in-line)
- Altria (MO): EPS $1.30 vs $1.32 est (slight miss) | Revenue $5.08B (in-line)
- Royal Caribbean (RCL): EPS $2.80 vs $2.80 est (met) | Revenue $4.26B (in-line)
- Norfolk Southern (NSC): EPS $3.22 vs $2.76 est (+16.7%) | Revenue $2.97B (in-line)
🌍 International Highlights
- Samsung Electronics (005380.KS): Significant miss - EPS ₩3,933 vs ₩9,790 est (-59.8%)
- Hitachi (6501.T): EPS ¥35.91 vs ¥38.49 est | Revenue ¥2.65T vs ¥2.54T est
- Canon (7751.T): Beat - EPS ¥126.49 vs ¥95.75 est (+32.1%)
- SAP (SAP.DE): Beat - EPS €1.59 vs €1.48 est | Revenue €9.51B vs €9.57B est
📊 Sector Trends
Strong sectors: Industrials (CAT, HON, LMT), Financials (MA, NDAQ), Energy (VLO)
Weak sectors: Materials (IP, DOW), Technology (Samsung miss, STMicroelectronics miss)
The earnings season continues with a mixed picture - industrial and financial companies showing strength while materials and some tech names struggle.