Keyword → Q2 2026

JPMorgan Q2 2026 EPS Beats at $6.14 vs. $5.85 Estimate; Revenue Hits $58.02B — Wells Fargo Posts $2.00 EPS on $1.72 Forecast

JPMorgan Chase reported Q2 2026 EPS of $6.14 against the $5.85 LSEG consensus and revenue of $58.02 billion, towering above the $50.19 billion estimate in one of the company's largest-ever quarterly beats. Wells Fargo matched with $2.00 EPS versus the $1.72 estimate. Goldman Sachs, Bank of America, and Citigroup were still pending before the open. Combined, the five banks hold more than $13 trillion in assets and set the tone for an earnings season where S&P 500 profits are expected to grow 23.9% in Q2.

Q2 2026 Bank Earnings Season Opens Tuesday — JPMorgan Consensus EPS $5.49, Goldman $14.47, Options Markets Price 4-6% Swings

JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, and Goldman Sachs all report Q2 2026 earnings Tuesday before the open, the same morning as the June CPI release. Consensus expects JPMorgan EPS of $5.49 on $48.7 billion in revenue and Goldman EPS of $14.47 on roughly $16 billion — both reflecting year-over-year growth above 10%. Options markets are pricing single-day moves of 4.4% to 6.0%, and the KBW Bank Index is trading near record highs ahead of results.

Delta Air Lines Q2 2026 Adjusted EPS Beats at $1.56 vs. $1.48 Estimate — Record Fuel Bill of $3.93/Gallon Absorbs 25% Profit Drop

Delta Air Lines reported Q2 2026 adjusted earnings of $1.56 per share on adjusted revenue of $17.7 billion, beating Wall Street estimates of $1.48 EPS and $17.53 billion in revenue. Net income fell 25% year-over-year to $1.6 billion as fuel costs hit $3.93 per gallon — up 75% and the highest quarterly fuel expense in Delta's history. The carrier reaffirmed full-year adjusted EPS guidance of $6.50–$7.50 and guided Q3 for mid-teens revenue growth with $2.00–$2.50 adjusted EPS.

PepsiCo Q2 2026 Revenue Beats at $24.18B, Up 6.4% — EPS Misses by $0.01 as North American Food and Beverage Volume Slumps

PepsiCo reported Q2 2026 revenue of $24.18 billion, up 6.4% year-over-year and above the $23.95 billion consensus, while adjusted EPS of $2.20 missed the $2.21 estimate by one cent. Organic revenue grew 2.4%, with international divisions driving gains while North American food and beverage volumes underperformed. The stock was down roughly 0.7% in premarket trading. Full-year guidance was not revised. Delta Air Lines reports Q2 results on Friday, keeping travel-sector earnings in focus.

Tesla Falls 7.5% on Record Q2 2026 Deliveries of 480,126 — 'Buy the Rumor, Sell the Fact' as AI Pivot Overshadows Beat

Tesla delivered 480,126 vehicles in Q2 2026, up 25% year-over-year and roughly 74,000 above Wall Street's 406,024 consensus, marking its best-ever second quarter. Despite the record beat, shares fell 7.49% on Thursday — the stock's worst day in nearly a year — and have now declined on each of the past three quarterly delivery reports. Investors appear focused on Tesla's 204x forward P/E ratio and the Robotaxi and Optimus narrative rather than automotive fundamentals heading into July 22 earnings.

S&P 500 Futures Slip 0.3% to Open H2 2026 — Nasdaq-100 Futures Drop 0.9% as Best Quarter Since 2020 Gives Way to Rate-Hike Anxiety

S&P 500 futures fell 0.3% and Nasdaq-100 futures dropped 0.9% to open the second half of 2026, reversing Tuesday's gains that capped the strongest quarter for US equities since 2020. The S&P 500 rallied more than 14% in Q2, the Nasdaq gained roughly 20%, and the Dow added over 12%. Now markets face a Fed projecting at least one rate hike, a weak ADP jobs print, and a chip sector under profit-taking pressure before Friday's nonfarm payrolls report.

Micron Technology Reports Record Q2 Revenue of $23.9B — Nearly Triple Year-Ago Levels — as AI Memory Demand Explodes

Micron Technology delivered the most stunning quarterly earnings report in the memory chip industry's history on Wednesday, posting Q2 fiscal 2026 revenue of $23.9 billion — up 196% year-over-year — and guiding to a further record of $33.5 billion in Q3. The company raised its quarterly dividend by 30%, signed its first five-year strategic customer agreement, and said it is capacity-constrained across both DRAM and NAND, unable to meet the full demand of its AI-driven customer base.

Accenture Posts Record $22.1B Bookings and Raises Full-Year Guidance as Enterprise AI Spending Defies Macro Headwinds

Accenture reported Q2 fiscal 2026 revenue of $18.0 billion — beating estimates — on Thursday morning, while announcing record new bookings of $22.1 billion and raising its full-year revenue and earnings guidance. The results, which included 41 clients with quarterly bookings above $100 million, provide strong confirmation that enterprise demand for AI-driven consulting, technology transformation, and digital services remains robust even as the broader macroeconomic backdrop grows cloudier.

Micron Technology Reports Q2 Fiscal 2026 Earnings After the Bell; $19.3B Revenue and $8.66 EPS Expected as HBM Demand Hits Record

Micron Technology reports its fiscal second-quarter 2026 earnings after the close on Wednesday, with Wall Street consensus projecting revenue of approximately $19.3 billion — a 138% year-over-year explosion — and EPS of $8.66, up more than 450% from the prior year. The chipmaker has already sold out its entire 2026 HBM allocation and guided for record gross margins near 68%, positioning the report as a potential inflection catalyst for the entire semiconductor sector.