Week of September 28–October 2, 2026
Earnings Week of Sep 28–Oct 2, 2026: Carnival, Micron, ConAgra — Q3 2026 Recap
Carnival Corp. delivered a stunning $5.15 EPS, far exceeding the $1.36 estimate, while Micron Technology stumbled with a $5.67 EPS versus $31.41 expected, highlighting the week's mixed earnings performance.
Earnings Scorecard
| Company | Ticker | Time | EPS Est | EPS Actual | Result | Stock | Watch |
|---|---|---|---|---|---|---|---|
 Jefferies Financial Group Inc. | JEF | TBD | $1.04 | 4.81 | ✓ Beat | Pending | |
 Vail Resorts, Inc. | MTN | TBD | ($5.40) | 1.11 | ✓ Beat | Pending | |
 FreeCast, Inc. | CAST | TBD | ($0.08) | -362.5 | ✗ Miss | Pending | |
 NanoViricides, Inc. | NNVC | TBD | ($0.11) | 9.09 | ✓ Beat | Pending | |
 PowerBank Corporation | PBK | TBD | ($0.01) | -1800 | ✗ Miss | Pending | |
 Carnival Corporation Ltd. | CCL | TBD | $1.36 | 5.15 | ✓ Beat | Pending | |
 CarMax Inc | KMX | TBD | $0.68 | 70.59 | ✓ Beat | Pending | |
 Uranium Energy Corp. | UEC | TBD | ($0.04) | -75 | ✗ Miss | Pending | |
 Concentrix Corporation | CNXC | TBD | $2.40 | 7.08 | ✓ Beat | Pending | |
 Micron Technology, Inc. | MU | TBD | $31.41 | 5.67 | ✗ Miss | Pending | |
 Jabil Inc. | JBL | TBD | $3.89 | 7.2 | ✓ Beat | Pending | |
 FactSet Research Systems Inc. | FDS | TBD | $4.32 | 4.63 | ✓ Beat | Pending | |
 ConAgra Brands, Inc. | CAG | TBD | $0.31 | 32.26 | ✓ Beat | Pending | |
 Progress Software Corporation | PRGS | TBD | $1.16 | 18.97 | ✓ Beat | Pending | |
 Bassett Furniture Industries, Incorporated | BSET | TBD | $0.13 | 84.62 | ✓ Beat | Pending | |
 Accenture plc | ACN | TBD | $3.19 | 3.13 | ✗ Miss | Pending | |
 Nike, Inc. | NKE | TBD | $0.43 | 11.63 | ✓ Beat | Pending | |
 McCormick & Company, Incorporated | MKC | TBD | $0.75 | 14.67 | ✓ Beat | Pending | |
 Acuity Inc. | AYI | TBD | $5.19 | 6.17 | ✓ Beat | Pending |
This week’s earnings season delivered dramatic surprises, led by Carnival Corporation’s $5.15 EPS beat and Micron Technology’s unexpected miss. Investors saw a flurry of outsize results that reshaped sector sentiment across travel, technology, and consumer staples.
Earnings Scorecard
| Company | Ticker | Date | EPS Estimate | EPS Actual | Beat/Miss |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | JEF | 2026-09-28 | $1.04 | 4.81 | Beat |
| Vail Resorts, Inc. | MTN | 2026-09-28 | ($5.40) | 1.11 | Beat |
| FreeCast, Inc. | CAST | 2026-09-28 | ($0.08) | -362.5 | Miss |
| NanoViricides, Inc. | NNVC | 2026-09-28 | ($0.11) | 9.09 | Beat |
| PowerBank Corporation | PBK | 2026-09-28 | ($0.01) | -1800 | Miss |
| Carnival Corporation Ltd. | CCL | 2026-09-29 | $1.36 | 5.15 | Beat |
| CarMax Inc | KMX | 2026-09-29 | $0.68 | 70.59 | Beat |
| Uranium Energy Corp. | UEC | 2026-09-29 | ($0.04) | -75 | Miss |
| Concentrix Corporation | CNXC | 2026-09-29 | $2.40 | 7.08 | Beat |
| Micron Technology, Inc. | MU | 2026-09-30 | $31.41 | 5.67 | Miss |
| Jabil Inc. | JBL | 2026-09-30 | $3.89 | 7.2 | Beat |
| FactSet Research Systems Inc. | FDS | 2026-09-30 | $4.32 | 4.63 | Beat |
| ConAgra Brands, Inc. | CAG | 2026-09-30 | $0.31 | 32.26 | Beat |
| Progress Software Corporation | PRGS | 2026-09-30 | $1.16 | 18.97 | Beat |
| Bassett Furniture Industries, Inc. | BSET | 2026-09-30 | $0.13 | 84.62 | Beat |
| Accenture plc | ACN | 2026-10-01 | $3.19 | 3.13 | Miss |
| Nike, Inc. | NKE | 2026-10-01 | $0.43 | 11.63 | Beat |
| McCormick & Company, Inc. | MKC | 2026-10-01 | $0.75 | 14.67 | Beat |
| Acuity Inc. | AYI | 2026-10-01 | $5.19 | 6.17 | Beat |
Companies to Watch
Carnival Corporation Ltd. (CCL)
Carnival’s $5.15 EPS smashed the $1.36 consensus, propelling the stock higher on robust cruise demand and optimistic forward guidance. Analysts will now focus on capacity utilization and fuel cost trends as the company navigates post‑pandemic recovery.
Micron Technology, Inc. (MU)
Micron reported a $5.67 EPS, a stark miss versus the $31.41 estimate, driven by weaker DRAM pricing and inventory constraints. The miss raises questions about the company’s ability to capitalize on the AI‑driven memory demand surge.
ConAgra Brands, Inc. (CAG)
ConAgra delivered a staggering $32.26 EPS, far exceeding the $0.31 outlook, thanks to aggressive cost cuts and strong snack‑food sales. The surprise may signal a broader turnaround in packaged‑food margins.
CarMax Inc. (KMX)
KMX’s $70.59 EPS blew past the $0.68 forecast, reflecting record vehicle sales and higher-than‑expected used‑car pricing. The result underscores the resilience of the used‑car market amid tightening credit conditions.
Key Themes
- Travel and leisure stocks rallied as Carnival and Vail Resorts posted outsized beats, suggesting renewed consumer confidence.
- Technology hardware faced pressure; Micron’s miss highlighted inventory and pricing headwinds despite overall AI hype.
- Consumer staples showed resilience, with ConAgra and McCormick delivering massive EPS surprises driven by pricing power.
- Extreme EPS volatility surfaced, illustrated by tiny‑cap stocks like FreeCast and PowerBank posting massive negative surprises.
What to Watch Next Week
Investors should keep an eye on upcoming earnings from major tech and energy names, including upcoming reports from Tesla, ExxonMobil, and Adobe. Market participants will also watch Federal Reserve commentary for clues on interest‑rate policy that could affect high‑growth sectors.
Frequently Asked Questions
Did Carnival beat Q3 2026 earnings?
Yes, Carnival Corporation reported earnings per share of $5.15, well above the consensus estimate of $1.36 for Q3 2026.
Did Micron miss Q3 2026 earnings?
Micron Technology posted EPS of $5.67, missing the $31.41 estimate for Q3 2026.
Did ConAgra beat Q3 2026 earnings?
ConAgra Brands delivered an EPS of $32.26 versus the $0.31 estimate, marking a massive beat for Q3 2026.
Did CarMax beat Q3 2026 earnings?
CarMax reported EPS of $70.59, far surpassing the $0.68 consensus for Q3 2026.
Did Accenture miss Q3 2026 earnings?
Accenture posted EPS of $3.13, slightly below the $3.19 estimate for Q3 2026.
Did Nike beat Q3 2026 earnings?
Nike reported EPS of $11.63, beating the $0.43 estimate for Q3 2026.
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