Major U.S. companies including General Motors, Netflix and United Airlines report quarterly results next week, with FactSet analysts expecting S&P 500 profit growth of just under 30%, led by energy. The September housing starts report is expected to show homebuilding edged higher after two months of declines, amid high mortgage rates and rising construction and labor costs. KB Home and Lennar are down more than 20% in 2026, versus a 14% rise in the S&P 500. Consumer sentiment in the University of Michigan October survey has been worsening, though spending continues: September retail sales rose 0.8%, or 0.2% excluding gas stations. Wholesale food prices jumped 1.2% from August to September as diesel costs push up shipping and warehousing.
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- Big earnings reports , homebuilding and the mood of consumers up front next week
Quarterly results from major U.S. companies, including GM, Netflix, United Airlines, Tesla, Meta and IBM, dominate the coming week, with analysts polled by FactSet expecting S&P 500 profit growth of just under 30%, led by energy and then tech. Profits are expected to be slimmer for United Airlines and Tesla, while Meta and IBM are expected to report growth. The September housing starts report is expected to show a modest rise after two months of declines, as high mortgage rates and rising construction and labor costs keep homebuilders under pressure; KB Home and Lennar are down more than 20% in 2026, versus a 14% gain for the S&P 500. On the consumer side, the University of Michigan's final October sentiment reading is due amid worsening confidence, even as retail sales rose 0.8% in September (0.2% excluding gas stations) and wholesale food prices jumped 1.2% from August, partly due to higher diesel costs.
- Big earnings reports , homebuilding and the mood of consumers up front next week
Major U.S. corporations, including technology companies and airlines, will release quarterly results this week, alongside new data on jobs and consumer sentiment. FactSet analysts expect S&P 500 profit growth of just under 30%, led by energy and followed by tech; General Motors, Hasbro and Netflix report Tuesday, and United Airlines is expected to post slimmer profits on Wednesday. Tesla is also expected to show slimmer profits, while Meta and IBM are expected to report profit growth as investors weigh whether big AI spending will pay off. The September housing starts report due Tuesday is expected to show homebuilding edged higher after two months of declines, despite high mortgage rates and rising construction costs. KB Home and Lennar are down more than 20% in 2026, compared with a 14% rise in the S&P 500, while September retail sales rose 0.8% (0.2% excluding gas stations) and wholesale food prices jumped 1.2%.
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