Earnings week ahead: JPM, C, WFC, GS, MS, WFC, TSM, JNJ, SLB, and more

[Young blond female manager explaining quarterly results on large led screen]
NicolasMcComber

Earnings season heats up in mid-October, featuring results from a stellar lineup of companies across various sectors. This week's highlights include major players in finance, healthcare, technology, and consumer goods.

Leading the charge are several major banks, including Bank of America (BAC [https://seekingalpha.com/symbol/BAC]), JPMorgan Chase (NYSE:JPM [https://seekingalpha.com/symbol/JPM]), Citigroup (NYSE:C [https://seekingalpha.com/symbol/C]), Wells Fargo (NYSE:WFC [https://seekingalpha.com/symbol/WFC]), and U.S. Bancorp (USB [https://seekingalpha.com/symbol/USB]), which are set to release their results, offering valuable insights into the health of the banking sector.

Additionally, investment giants like Goldman Sachs (NYSE:GS [https://seekingalpha.com/symbol/GS]), Morgan Stanley (MS [https://seekingalpha.com/symbol/MS]), BlackRock (NYSE:BLK [https://seekingalpha.com/symbol/BLK]), Truist Financial (TFC [https://seekingalpha.com/symbol/TFC]), and PNC Financial (PNC [https://seekingalpha.com/symbol/PNC]) will provide key updates on capital markets and wealth management trends.

Beyond finance, Johnson & Johnson (NYSE:JNJ [https://seekingalpha.com/symbol/JNJ]) and Abbott Laboratories (NYSE:ABT [https://seekingalpha.com/symbol/ABT]) will provide updates from the healthcare front, while Taiwan Semiconductor Manufacturing (NYSE:TSM [https://seekingalpha.com/symbol/TSM]) and ASML (NASDAQ:ASML [https://seekingalpha.com/symbol/ASML]) headline the tech space amid rising semiconductor demand.

Other closely watched names include United Airlines (NASDAQ:UAL [https://seekingalpha.com/symbol/UAL]) in aviation, Schlumberger (NYSE:SLB [https://seekingalpha.com/symbol/SLB]) in energy services, Prologis (NYSE:PLD [https://seekingalpha.com/symbol/PLD]) in real estate, and Domino’s Pizza (NASDAQ:DPZ [https://seekingalpha.com/symbol/DPZ]) in consumer goods—rounding out a pivotal week for markets.

Below is a rundown of major earnings reports due in the week of October 13 to October 17:

MONDAY, OCTOBER 13

The week will kick off with a light slate of earnings reports, headlined by Fastenal Company (NASDAQ:FAST [https://seekingalpha.com/symbol/FAST]), set to release results before the market opens.

TUESDAY, OCTOBER 14

On Tuesday, a wave of major financial institutions will headline the earnings calendar, with quarterly results due from Wells Fargo (NYSE:WFC [https://seekingalpha.com/symbol/WFC]), JPMorgan Chase (NYSE:JPM [https://seekingalpha.com/symbol/JPM]), Citigroup (NYSE:C [https://seekingalpha.com/symbol/C]), Goldman Sachs (NYSE:GS [https://seekingalpha.com/symbol/GS]), and BlackRock (NYSE:BLK [https://seekingalpha.com/symbol/BLK]).

Here is some key info ahead of these reports: [https://static.seekingalpha.com/uploads/2025/10/10/saupload_Screenshot_2025-10-10_153430.png]

ALSO REPORTING: Johnson & Johnson (NYSE:JNJ [https://seekingalpha.com/symbol/JNJ]), Ericsson (ERIC [https://seekingalpha.com/symbol/ERIC]), BCE (BCE [https://seekingalpha.com/symbol/BCE]), Domino's Pizza (NASDAQ:DPZ [https://seekingalpha.com/symbol/DPZ]), Albertsons Companies (ACI [https://seekingalpha.com/symbol/ACI]), and more.

WEDNESDAY, OCTOBER 15

BANK OF AMERICA (BAC [https://seekingalpha.com/symbol/BAC])

Bank of America (BAC [https://seekingalpha.com/symbol/BAC]) is scheduled to report its Q3 results before Wednesday’s market open, alongside peer Morgan Stanley (MS [https://seekingalpha.com/symbol/MS]). Analysts project a 17% Y/Y profit increase on 8% top-line growth.

Seeking Alpha’s Quant Rating maintains a Hold [https://seekingalpha.com/symbol/BAC/ratings/quant-ratings#source=firstLevelUrl%3Asymbol%7CbiSectionAsset%3ARatingSummary%7CbiName%3AQuant_rating], while Wall Street analysts remain bullish with a Buy consensus.

SA contributor Ivo Kolchev expects [https://seekingalpha.com/article/4828277-bank-of-america-solid-provisioning-going-into-q3-2025-earnings] solid performance from BAC’s asset management segment and continued net interest income growth, supported by a low loan-to-deposit ratio and competitive deposit offerings. However, he sees a marginal risk of an EPS miss, given the high bar already set by consensus.

Meanwhile, Daniel Jones notes [https://seekingalpha.com/article/4822145-bank-of-america-great-business-due-for-downgrade] that while Bank of America remains fundamentally strong, valuation has become less compelling following a 94% stock surge since his last Buy call. With profit growth mixed across segments and the P/E multiple expanding, he downgrades BAC to _Hold_, citing limited margin of safety.

* Consensus EPS Estimate: $0.95
* Consensus Revenue Estimates: $27.38B
* Earnings Insight: The bank has exceeded EPS and revenue expectations in 6 of the past 8 quarters.

ALSO REPORTING: Abbott (NYSE:ABT [https://seekingalpha.com/symbol/ABT]), Morgan Stanley (MS [https://seekingalpha.com/symbol/MS]), ASML Holding (NASDAQ:ASML [https://seekingalpha.com/symbol/ASML]), United Airlines (NASDAQ:UAL [https://seekingalpha.com/symbol/UAL]), Prologis (NYSE:PLD [https://seekingalpha.com/symbol/PLD]), PNC Financial Services Group (PNC [https://seekingalpha.com/symbol/PNC]), Synchrony Financial (SYF [https://seekingalpha.com/symbol/SYF]), Citizens Financial Group (CFG [https://seekingalpha.com/symbol/CFG]), SL Green Realty (SLG [https://seekingalpha.com/symbol/SLG]), Progressive (PGR [https://seekingalpha.com/symbol/PGR]), J.B. Hunt Transport Services (JBHT [https://seekingalpha.com/symbol/JBHT]), and more.

THURSDAY, OCTOBER 16

TAIWAN SEMICONDUCTOR MANUFACTURING (NYSE:TSM [https://seekingalpha.com/symbol/TSM])

Taiwan Semiconductor Manufacturing (NYSE:TSM [https://seekingalpha.com/symbol/TSM]) is scheduled to release its Q3 results on Thursday, with analysts projecting over 30% Y/Y growth in both EPS and revenue.

The chipmaker recently reported [https://seekingalpha.com/news/4502862-taiwan-semis-q3-sales-seen-to-beat-estimates-amid-strong-ai-chip-demand] a 31.4% Y/Y jump in September revenue, reflecting continued robust demand for advanced AI chips. For the July–September period, TSM posted NT$989.98B ($32.44B) in revenue, up 30.3% Y/Y, based on its monthly disclosures.

SA Investing Group Leader Dhieren Bechai remains bullish [https://seekingalpha.com/article/4829029-tsmc-stock-strong-buy-ai-efficiency-breakthroughs-fuel-next-growth-phase], assigning a $387 price target and highlighting a 32% upside potential driven by AI-fueled chip demand, 2nm ramp progress, and technological leadership. He adds that upward revisions in free cash flow and EBITDA estimates support a strong multi-year outlook for the company.

Conversely, SA author JR Research strikes a bearish tone [https://seekingalpha.com/article/4825603-tsmc-dont-simply-ignore-the-warning-signs-amid-ai-euphoria], warning that TSM’s valuation is entering historically stretched territory amid AI-fueled enthusiasm. While acknowledging its industry dominance and CapEx-driven growth, he cautions investors against “chasing the final stages of the gravy train” as valuations approach their peak.

Despite valuation concerns, both Wall Street analysts and Seeking Alpha’s Quant Rating system maintain a Strong Buy stance on the stock.

* Consensus EPS Estimates: $2.66
* Consensus Revenue Estimates: $31.56B
* Earnings Insight: TSMC has beaten EPS and revenue expectations for 8 consecutive quarters.

ALSO REPORTING: U.S. Bancorp (USB [https://seekingalpha.com/symbol/USB]), CSX (CSX [https://seekingalpha.com/symbol/CSX]), Charles Schwab (SCHW [https://seekingalpha.com/symbol/SCHW]), M&T Bank (MTB [https://seekingalpha.com/symbol/MTB]), Bank of New York Mellon (BK [https://seekingalpha.com/symbol/BK]), Travelers Companies (TRV [https://seekingalpha.com/symbol/TRV]), KeyCorp (KEY [https://seekingalpha.com/symbol/KEY]), Infosys Technologies (INFY [https://seekingalpha.com/symbol/INFY]), Snap-On (SNA [https://seekingalpha.com/symbol/SNA]), Bank OZK (OZK [https://seekingalpha.com/symbol/OZK]), Marsh & McLennan Companies (MMC [https://seekingalpha.com/symbol/MMC]), Interactive Brokers Group (IBKR [https://seekingalpha.com/symbol/IBKR]), Commercial Metals Company (CMC [https://seekingalpha.com/symbol/CMC]), and more.

FRIDAY, OCTOBER 17

SCHLUMBERGER LIMITED (NYSE:SLB [https://seekingalpha.com/symbol/SLB])

Schlumberger (NYSE:SLB [https://seekingalpha.com/symbol/SLB]), the world’s largest oilfield services provider, will report Q3 earnings before market open on Friday.

While Wall Street analysts maintain a Strong Buy rating, Seeking Alpha’s Quant Rating suggests a Hold [https://seekingalpha.com/symbol/SLB/ratings/quant-ratings#source=firstLevelUrl%3Asymbol%7CbiSectionAsset%3ARatingSummary%7CbiName%3AQuant_rating], reflecting caution on growth and valuation.

SA contributor Narek Hovhannisyan remains bullish [https://seekingalpha.com/article/4825684-schlumberger-stock-championx-integration-and-strong-cash-flows-support-buy-case] on SLB with a Buy rating and a $39 price target—implying ~15% upside—driven by undervaluation and strong fundamentals. He highlights that the ChampionX acquisition broadens SLB’s production services portfolio, strengthens its North American presence, and supports margin growth through integrated solutions. Despite a Q2 revenue dip, SLB delivered resilient margins and cash flow, with management guiding for revenue and margin expansion in 2H 2025. The company’s capital return policy, moderate debt, and active buybacks/dividends further bolster its investment case amid manageable sector risks.

* Consensus EPS Estimate: $0.67
* Consensus Revenue Estimates: $8.97B
* Earnings Insight: The company has beaten EPS estimates in 7 of the past eight quarters and revenue estimates in 5 of those reports.

ALSO REPORTING: American Express (AXP [https://seekingalpha.com/symbol/AXP]), Truist Financial (TFC [https://seekingalpha.com/symbol/TFC]), Huntington Bancshares (HBAN [https://seekingalpha.com/symbol/HBAN]), Regions Financial (RF [https://seekingalpha.com/symbol/RF]), Ally Financial (ALLY [https://seekingalpha.com/symbol/ALLY]), Fifth Third Bancorp (FITB [https://seekingalpha.com/symbol/FITB]), State Street (STT [https://seekingalpha.com/symbol/STT]), and more.

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* Johnson & Johnson: A Safe Haven That's Quietly Becoming A Bit Overpriced [https://seekingalpha.com/article/4829076-johnson-and-johnson-safe-haven-quietly-becoming-overpriced]
* ASML: Numerous Reasons To Buy Before Q3 Earnings [https://seekingalpha.com/article/4829059-asml-numerous-reasons-to-buy-before-q3-earnings]
* TSMC Stock: Still A Strong Buy As AI Efficiency Breakthroughs Fuel The Next Growth Phase [https://seekingalpha.com/article/4829029-tsmc-stock-strong-buy-ai-efficiency-breakthroughs-fuel-next-growth-phase]
* J&J reportedly in talks to buy Protagonist [https://seekingalpha.com/news/4503348-j-and-j-reportedly-in-talks-to-buy-protagonist]
* China's stricter rare earth export rules could create cracks across semiconductor supply chain [https://seekingalpha.com/news/4503100-chinas-stricter-rare-earth-export-rules-could-create-cracks-across-semiconductor-supply-chain]