A busy earnings calendar spans capital markets, travel, autos, semiconductors, and consumer brands. Micron, Carnival, Jabil, and Accenture headline the week, with several companies topping EPS estimates even as many stocks still trade below key moving averages.
This earnings week puts semiconductors, travel, capital markets and consumer brands in focus, with Micron, Carnival, Jabil and Accenture among the key reports. The setup is mixed: several companies have recently beaten EPS estimates, but many shares still trade below important technical levels, leaving investors to watch whether results can confirm a broader rebound.
The September 28 to October 1, 2026 earnings calendar brings capital markets, travel, autos, semiconductors, and consumer brands into focus. Jefferies Financial Group (JEF) starts the schedule, while Micron Technology (MU), Accenture (ACN), NIKE (NKE), and McCormick (MKC) close it. The central split is visible in the quotes: several companies posted recent EPS beats, yet many stocks trade below their 50-day or 200-day averages.
Key Takeaways
Jefferies Financial Group (JEF) reports September 28 with a Hold consensus after its latest listed EPS result came in at $1.03 versus a $1.16 estimate.
Carnival (CCL) and CarMax (KMX) report September 29 after recent EPS beats, but their analyst ratings split between Buy for CCL and Hold for KMX.
Micron (MU) and Jabil (JBL) report September 30 with Buy consensus ratings and recent EPS results above estimates.
The October 1 group carries contrasting setups: Accenture has a Buy consensus, while NIKE, McCormick, and Acuity Brands have share prices below their 50-day averages.
Jefferies Financial Group (JEF): A Cautious Start for Capital Markets
Jefferies Financial Group reports on September 28. The financial services company operates in investment banking, capital markets, and asset management. JEF rose 3.11% to $47.68 in the latest quote, with volume of 1.92 million shares against a 1.99 million average. Still, the stock sits below its 50-day average of $53.21 and 200-day average of $53.03.
The latest listed EPS result was $1.03 versus a $1.16 estimate. That miss gives the September report a clear reference point. Analysts hold a neutral view, with 3 Buy ratings, 6 Hold ratings, and no Sell ratings. The consensus is Hold. JEF also trades at a P/E ratio of 12.92, placing a modest valuation beside a stock price that remains below both key moving averages.
Carnival (CCL): Travel Demand Meets a Rebound Attempt
Carnival reports on September 29. The travel services company operates 87 ships with capacity for 223,000 lower berths across brands such as Carnival Cruise Line, Princess Cruises, Holland America Line, and Cunard. CCL gained 2.11% to $22.25 in the latest quote. The price remains close to its $21.45 yearly low and below its 50-day average of $25.42 and 200-day average of $27.55.
Carnival's latest listed EPS was $0.41 versus a $0.3442 estimate, marking a result above the stated estimate. The analyst panel carries a Buy consensus, with 28 Buy ratings, 17 Holds, and 2 Sells. That combination creates a split setup: the latest earnings result was stronger than the estimate, while the share price remains below both moving averages. The P/E ratio is 9.35, adding a value angle to the travel recovery story.
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CarMax (KMX): A Used-Car Retailer With a Hold-Led View
CarMax reports on September 29. The consumer cyclical company sells used vehicles through retail locations and operates CarMax Auto Finance. KMX rose 1.52% to $57.21. The latest quote is below its 50-day average of $59.39 but above its 200-day average of $47.80. Trading volume reached 2.73 million shares versus a 2.31 million average.
The most recent listed EPS result was $1.31 versus a $0.965 estimate. Analysts still assign a Hold consensus, with 1 Strong Buy, 10 Buy, 23 Hold, and 2 Sell ratings. This is a more restrained view than the latest EPS comparison alone would imply. KMX's P/E ratio stands at 20.43, while the stock remains below its 50-day average.
Jabil (JBL): Manufacturing Strength in the Technology Supply Chain
Jabil reports on September 30. The technology company provides electronics manufacturing, design, testing, assembly, and fulfillment services across cloud infrastructure, networking, automotive, healthcare, and connected devices. JBL climbed 1.95% to $316.74 in the latest quote. The price sits close to its 50-day average of $317.60 and above its 200-day average of $299.69.
Jabil's latest listed EPS result was $3.16 versus a $3.10 estimate. Analysts assign a Buy consensus, with 1 Strong Buy, 12 Buy, and 10 Hold ratings. No Sell ratings appear in the panel. The recent EPS beat and the price position above the 200-day average give JBL a firmer setup than companies trading below both averages.
Micron Technology (MU): Memory Demand at a High-Value Test
Micron Technology reports on September 30. The semiconductor company makes DRAM, NAND, and NOR memory products for data centers, personal computers, mobile devices, automotive systems, and industrial applications. MU edged up 0.16% to $1,082.28. The quote is above its 50-day average of $941.62 and 200-day average of $661.10, though it remains below the $1,255 yearly high.
The latest listed EPS result was $25.11 versus a $20.98 estimate. Analysts show a strong Buy tilt through the broader rating distribution: 58 Buy ratings, 10 Holds, and 2 Sells. The consensus is Buy. MU also carries a beta of 2.222, making its price history more sensitive than many companies in the group. The recent EPS beat and elevated position above both moving averages set a demanding backdrop for the next result.
FactSet Research Systems (FDS): A Data Platform With a Neutral Consensus
FactSet Research Systems reports on September 30. The financial services company supplies data, research, analytics, and workflow software to asset managers, investment banks, wealth advisers, and portfolio managers. FDS rose 0.67% to $273.08. The stock trades below its 50-day average of $280.78 but above its 200-day average of $249.64.
FactSet's latest listed EPS result was $4.53 versus a $4.45 estimate. The analyst consensus is Hold, with 3 Buy ratings, 20 Holds, and 7 Sells. That rating distribution is more guarded than the latest EPS comparison. FDS has a P/E ratio of 15.56, while its price remains between the two moving averages.
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Accenture (ACN): Consulting Demand Under a Split Price Trend
Accenture reports on October 1. The technology services company provides consulting, cloud, cybersecurity, artificial intelligence, digital transformation, and managed infrastructure services. ACN fell 0.73% to $176.11. The latest price is just above its 50-day average of $175.33 and below its 200-day average of $197.98.
The latest listed EPS result was $3.80 versus a $3.70 estimate. Analysts maintain a Buy consensus, with 34 Buy ratings, 18 Holds, and 1 Sell. ACN's P/E ratio is 12.85. The recent EPS beat and broad Buy distribution support the positive analyst view, while the price below its 200-day average keeps the market setup mixed.
NIKE (NKE): A Consumer Brand Near Its Yearly Low
NIKE reports on October 1. The consumer cyclical company sells athletic footwear, apparel, equipment, and accessories through retail, digital, and wholesale channels. NKE slipped 0.67% to $35.75. The stock sits below its 50-day average of $39.68 and 200-day average of $49.49, with a yearly range of $35.2159 to $76.97.
NIKE's latest listed EPS result was $0.72 versus a $0.11 estimate. Analysts still show a narrow Buy consensus, with 1 Strong Buy, 32 Buy, 31 Hold, and 7 Sell ratings. The rating split is less decisive than the headline consensus. NKE trades at a P/E ratio of 17.11, while its share price remains close to the yearly low.
McCormick (MKC): Defensive Staples With a Hold Consensus
McCormick reports on October 1. The consumer defensive company makes spices, seasonings, sauces, condiments, and flavor systems for retail, foodservice, and food manufacturers. MKC gained 0.26% to $47.94. The quote remains below its 50-day average of $52.21 and 200-day average of $55.99.
The latest listed EPS result was $0.80 versus a $0.692 estimate. Analysts assign a Hold consensus, with 10 Buy ratings, 18 Holds, and 2 Sells. MKC trades at a P/E ratio of 15.12. The latest EPS result exceeded the estimate, but the share price remains below both moving averages and the analyst panel favors restraint.
Acuity Brands (AYI): Building Systems and a Positive Trading Session
Acuity Brands reports on October 1. The industrials company provides lighting, lighting controls, building management systems, and location-aware applications. AYI jumped 3.22% to $319.42 in the latest quote. The stock trades above its 200-day average of $315.71 but below its 50-day average of $332.61.
Acuity's latest listed EPS result was $5.31 versus a $5.17 estimate. Analysts assign a Hold consensus, with 14 Buy ratings, 18 Holds, and 1 Sell. The latest price gain and EPS result provide positive facts, while the Hold rating and position below the 50-day average keep the setup balanced.
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MTN, Consumer Cyclical, Resorts & Casinos, reports September 28, 2026.
GRFS, Healthcare, Drug Manufacturers - General, reports September 28, 2026.
CHRN, Technology, Information Technology Services, reports September 28, 2026.
IDT, Communication Services, Telecom Services, reports September 28, 2026.
ADSE, Industrials, Electrical Equipment & Parts, reports September 28, 2026.
IPX, Basic Materials, Other Industrial Metals & Mining, reports September 28, 2026.
AIR, Industrials, Aerospace & Defense, reports September 29, 2026.
CNXC, Technology, Information Technology Services, reports September 29, 2026.
NBTX, Healthcare, Biotechnology, reports September 29, 2026.
CAG, Consumer Defensive, Packaged Foods, reports September 30, 2026.
CALM, Consumer Defensive, Farm Products, reports September 30, 2026.
SA, Basic Materials, Gold, reports September 30, 2026.
PRGS, Technology, Software - Infrastructure, reports September 30, 2026.
VFS, Consumer Cyclical, Auto Manufacturers, reports October 1, 2026.
HUBG, Industrials, Integrated Freight & Logistics, reports October 1, 2026.
RZLV, Technology, Software - Infrastructure, reports October 1, 2026.
This earnings week pairs strong recent EPS comparisons at MU, CCL, KMX, JBL, ACN, NKE, MKC, FDS, and AYI with mixed price trends and analyst ratings. The clearest contrast sits between high-confidence technology names such as MU and JBL and more divided setups at NKE, MKC, FDS, and JEF.
Price action adds another layer. MU trades above both long-term averages, while NKE and MKC sit below both. That spread makes the September 28 to October 1 earnings calendar a useful test of whether recent EPS strength aligns with current market positioning.
▌Common Questions
Frequently asked questions
+Which companies are the main earnings reports to watch this week?
Micron, Carnival, Jabil, Accenture, NIKE, McCormick and Jefferies are among the key names on the September 28 to October 1 earnings calendar. These reports span semiconductors, travel, financials, industrials and consumer brands.
+Why is Micron Technology getting so much attention ahead of earnings?
Micron is a major semiconductor name tied to memory demand in data centers, PCs, mobile devices and autos. The stock has also been trading well above its 50-day and 200-day averages, so investors will be watching whether earnings can support that strength.
+What is the setup for Carnival before its earnings report?
Carnival enters earnings after a recent EPS beat and with a Buy consensus from analysts. However, the stock is still below both its 50-day and 200-day moving averages, so the market will be looking for signs that travel demand is translating into a stronger share-price recovery.
+Which stocks in this earnings week are still trading below key moving averages?
Jefferies, Carnival, CarMax, NIKE, McCormick and Acuity Brands are among the names highlighted as trading below at least one major moving average, with several below both the 50-day and 200-day lines. That makes their earnings results especially important for confirming trend direction.
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