Week of November 2–6, 2026

Earnings Week Nov 2–6: Apple, Marriott, Estee Lauder

Apple led the pack with a $2.05 EPS, beating estimates by 3.54%, while Marriott and Estée Lauder delivered 5.59% and 38.46% beats respectively. Fourteen of twenty companies outperformed forecasts, signaling robust earnings momentum across tech, consumer and energy sectors.

20 reporters 14 beats 5 misses 70% beat rate
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On This Page
  1. The Week At A Glance
  2. Earnings Scorecard
  3. Companies to Watch
  4. Key Themes
  5. What to Watch Next Week
  6. Frequently Asked Questions
  7. Next Week's Key Earnings

The Week At A Glance

74%
beat EPS estimates (14 of 19)
+0.1%
average stock reaction (19 stocks)
6 of 14
beats still fell
0 of 4
misses still rose
Stock Move Around The Report

Moves come from stored closing prices around the report date. Before-the-open reports use the prior close to the report-day close, after-the-close reports use the report-day close to the next close, and reports with no stated time use the prior close to the next close. Moves above 100% are left out as likely data errors.

Earnings Scorecard

CompanyTickerTimeEPS EstEPS ActualResultStockWatch
Apple Inc.AAPLTBD$1.98$2.05✓ Beat-3.7%
Palantir Technologies Inc.PLTRTBD$0.32$0.32Pending-4.7%
Williams Companies, Inc. (The)WMBTBD$0.55$0.54✗ Miss-2.5%
Vertex Pharmaceuticals IncorporatedVRTXTBD$4.36$4.21✗ Miss-5.0%
Marriott InternationalMARTBD$2.86$3.02✓ Beat+4.3%
Lumentum Holdings Inc.LITETBD$3.82$3.76✗ Miss-19.1%
Realty Income CorporationOTBD$1.11$1.12✓ Beat+1.0%
IDEXX Laboratories, Inc.IDXXTBD$3.71$3.98✓ Beat+21.9%
Entergy CorporationETRTBD$1.71$1.98✓ Beat-1.1%
Diamondback Energy, Inc.FANGTBD$4.92$5.86✓ Beat-9.3%
Estee Lauder Companies, Inc. (The)ELTBD$0.52$0.72✓ Beat-3.5%
Public Service Enterprise Group IncorporatedPEGTBD$1.21$1.15✗ Miss-2.0%
Fox CorporationFOXTBD$2.12$2.54✓ Beat+6.1%
Fox CorporationFOXATBD$1.99$2.54✓ Beat+6.1%
ON Semiconductor CorporationONTBD$0.88$0.90✓ Beat+1.3%
Ryanair Holdings plcRYAAYTBD$3.49$3.54✓ Beat+1.8%
SBA Communications CorporationSBACTBD$2.89$3.19✓ Beat-1.3%
Tower Semiconductor Ltd.TSEMTBD$0.98$1.05✓ Beat-2.1%
Pershing Square Inc.PSTBD$0.13$0.12✗ Miss—
Neurocrine Biosciences, Inc.NBIXTBD$1.95$2.78✓ Beat+12.8%

Apple’s $2.05 EPS topped estimates, setting the tone for a week where 14 of 20 companies beat expectations. Strong performances from Marriott International and Estée Lauder highlighted consumer resilience, while energy names like Diamondback Energy posted a 19.11% surprise. Below is a deep dive into the earnings landscape.

Companies to Watch

Apple Inc. (AAPL)

Apple’s 3.54% EPS beat underscores continued pricing power and strong services revenue. The beat reinforces optimism ahead of the upcoming iPhone launch, and analysts expect the stock to stay resilient.

Marriott International (MAR)

Marriott delivered a 5.59% beat, highlighting robust travel demand post‑pandemic. Same‑store revenue growth outpaced expectations, positioning the chain for further expansion.

Estée Lauder Companies (EL)

With a 38.46% surprise, Estée Lauder showed the potency of its luxury beauty portfolio and successful digital initiatives, signaling a bullish outlook for the cosmetics sector.

Key Themes

  • Tech resilience: Apple, ON Semiconductor and Cisco‑related names posted modest beats, reflecting steady demand for semiconductors and services.
  • Consumer strength: Marriott and Estée Lauder’s outsized beats suggest discretionary spending remains healthy.
  • Energy upside: Diamondback Energy’s 19.11% surprise points to higher oil prices and efficient cost management.
  • Mixed utility results: While Entergy beat, Public Service Enterprise missed, indicating sector divergence.

What to Watch Next Week

Investors should keep an eye on Cisco Systems (CSCO) and Applied Materials (AMAT) after‑hours releases on November 12, followed by Japanese banking giants Mitsubishi UFJ (MUFG), Sumitomo Mitsui (SMFG) and Mizuho (MFG) on November 13. Petrobras (PBR) also returns on November 10 with potential oil‑price implications.

Frequently Asked Questions

Did Apple beat Q2 2026 earnings?

Yes, Apple reported EPS of $2.05 versus an estimate of $1.98, delivering a 3.54% beat.

Did Marriott International beat Q2 2026 earnings?

Marriott posted EPS of $3.02 against an estimate of $2.86, a 5.59% surprise beat.

Did Estée Lauder beat Q2 2026 earnings?

Estée Lauder reported EPS of $0.72 versus $0.52 expected, beating by 38.46%.

Did Diamondback Energy beat Q2 2026 earnings?

Diamondback Energy delivered EPS of $5.86 compared with $4.92 estimate, a 19.11% beat.

Did Entergy Corporation beat Q2 2026 earnings?

Entergy posted EPS of $1.98 versus $1.71 expected, a 15.79% beat.

Did Pershing Square miss Q2 2026 earnings?

Pershing Square reported EPS of $0.12 against an estimate of $0.13, a 7.69% miss.

📅 Next Week's Key Earnings

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